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Brown & Brown Inc (BRO)

CUSIP: 115236101 | NYSE | Financial Services · Insurance Brokers | Large Cap | 2140 institutional holders

Quarters

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

Principal Financial Group Inc11,813,029
0.4% of portfolio›$719.4M
ProShare Advisors LLC2,587,071
0.2% of portfolio›$157.6M
Fenimore Asset Management Inc2,232,203
3.0% of portfolio›$135.9M
Dimensional Fund Advisors LP1,829,951
0.0% of portfolio›$111.4M
Bank of New York Mellon Corp1,337,929
0.0% of portfolio›$81.5M
Citigroup Inc1,021,194
0.0% of portfolio›$62.2M
Mitsubishi UFJ Asset Management Co., Ltd.809,235
0.0% of portfolio›$49.3M
Vest Financial, LLC749,394
0.5% of portfolio›$45.6M
Tandem Investment Advisors, Inc.734,661
3.2% of portfolio›$44.7M
Sumitomo Mitsui Trust Group, Inc.715,532
0.0% of portfolio›$43.6M
Schwartz Investment Counsel Inc658,650
1.4% of portfolio›$40.1M
Absher Wealth Management, LLC469,135
3.2% of portfolio›$28.6M
Keybank National Association459,335
0.1% of portfolio›$28.0M
PhiloSmith Capital Corp406,250
6.8% of portfolio›$24.7M
Creative Planning388,956
0.0% of portfolio›$23.7M
Cortland Associates Inc353,820
3.1% of portfolio›$21.5M
Confluence Investment Management LLC351,677
0.4% of portfolio›$21.4M
Exchange Traded Concepts, LLC347,729
0.1% of portfolio›$21.2M
TimesSquare Capital Management, LLC340,164
0.3% of portfolio›$20.7M
Local Pensions Partnership Investment Ltd326,000
0.4% of portfolio›$19.9M
State of Michigan Retirement System315,741
0.1% of portfolio›$19.2M
New York State Teachers Retirement System191,552
0.0% of portfolio›$11.7M
Candriam S.C.A.189,339
0.1% of portfolio›$11.6M
Running Oak Capital LLC178,743
1.8% of portfolio›$10.9M
Truist Financial Corp173,233
0.0% of portfolio›$10.5M
Channing Capital Management, LLC169,318
0.3% of portfolio›$10.3M
Pictet Asset Management Holding SA164,575
0.0% of portfolio›$10.0M
Mattern Capital Management, LLC163,228
1.2% of portfolio›$9.9M
Assenagon Asset Management S.A.150,927
0.0% of portfolio›$9.2M
Asset Management One Co., Ltd.126,971
0.0% of portfolio›$7.7M
GHP Investment Advisors, Inc.126,567
0.3% of portfolio›$7.7M
CIBC Asset Management Inc124,233
0.0% of portfolio›$7.6M
Fjarde Ap-Fonden TH Swedish National Pension Fund120,655
0.0% of portfolio›$7.3M
Courant Investment Management LLC116,397
8.1% of portfolio›$7.1M
LRZ Capital LLC114,085
2.2% of portfolio›$6.9M
Vaughan David Investments LLC113,372
0.2% of portfolio›$6.9M
Yousif Capital Management, LLC106,301
0.1% of portfolio›$6.5M
Spring Capital Management, LLC104,778
3.1% of portfolio›$6.4M
Lountzis Asset Management, LLC102,499
2.1% of portfolio›$6.2M
Y-Intercept (Hong Kong) Ltd102,073
0.1% of portfolio›$6.2M
Mirae Asset Global Investments Co., Ltd.100,827
0.0% of portfolio›$6.1M
State of New Jersey Common Pension Fund D95,813
0.0% of portfolio›$5.8M
Achmea Investment Management B.V.94,320
0.0% of portfolio›$5.7M
BCM Advisors, LLC85,568
1.2% of portfolio›$6.0M
Mn Services Vermogensbeheer B.V.84,148
0.1% of portfolio›$5.1M
First Merchants Corp83,318
0.2% of portfolio›$5.1M
Czech National Bank82,682
0.0% of portfolio›$5.0M
US Bancorp \de\81,218
0.0% of portfolio›$4.9M
Arizona State Retirement System78,686
0.0% of portfolio›$4.8M
PensionDanmark Pensionsforsikringsaktieselskab76,380
0.0% of portfolio›$4.7M
Boston Trust Walden Corp75,382
0.0% of portfolio›$4.6M
Apollon Wealth Management, LLC69,127
0.0% of portfolio›$4.2M
Deroy & Devereaux Private Investment Counsel Inc67,155
0.4% of portfolio›$4.1M
Swiss Life Asset Management Ltd66,479
0.0% of portfolio›$4.0M
IFM Investors Pty Ltd65,137
0.0% of portfolio›$4.0M
Motley Fool Asset Management LLC64,137
0.1% of portfolio›$3.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS63,577
0.0% of portfolio›$3.9M
ABC Arbitrage SA63,183
0.4% of portfolio›$3.8M
Triad Investment Management62,042
5.0% of portfolio›$3.8M
Stonebridge Financial Group, LLC61,589
0.3% of portfolio›$3.8M
SEB Asset Management AB60,781
0.0% of portfolio›$3.7M
Retirement Systems of Alabama60,346
0.0% of portfolio›$3.7M
Fifth Third Bancorp59,532
0.0% of portfolio›$3.6M
Marks Group Wealth Management, Inc58,796
0.3% of portfolio›$3.6M
Daiwa Securities Group Inc.56,053
0.0% of portfolio›$3.4M
Commonwealth Equity Services, LLC54,627
0.0% of portfolio›$3.3M
Xponance LLC54,510
0.0% of portfolio›$3.3M
Neos Investment Management LLC53,231
0.0% of portfolio›$3.2M
Rakuten Investment Management, Inc.51,673
0.0% of portfolio›$3.1M
Nisa Investment Advisors, LLC49,917
0.0% of portfolio›$3.0M
Wealth Enhancement Advisory Services, LLC49,602
0.0% of portfolio›$3.2M
Amalgamated Bank49,429
0.0% of portfolio›$3.0M
Ethic Inc.49,011
0.0% of portfolio›$3.0M
DekaBank Deutsche Girozentrale45,899
0.0% of portfolio›$2.8K
KBC Group NV44,447
0.0% of portfolio›$2.7M
Park National Corp42,008
0.1% of portfolio›$2.6M
Sumitomo Mitsui DS Asset Management Company, Ltd41,072
0.0% of portfolio›$2.5M
Poehling Capital Management, Inc.40,181
0.5% of portfolio›$2.4M
New York Life Investment Management LLC39,953
0.0% of portfolio›$2.4M
Atria Investments, Inc39,171
0.0% of portfolio›$2.4M
AGF Management LTD38,182
0.0% of portfolio›$2.3M
Mutual of America Capital Management LLC37,487
0.0% of portfolio›$2.3M
UniSuper Management Pty Ltd37,139
0.0% of portfolio›$2.3M
MacKenzie Financial Corp35,405
0.0% of portfolio›$2.2M
Oregon Public Employees Retirement Fund35,352
0.0% of portfolio›$2.2M
OP Asset Management Ltd32,625
0.0% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.32,065
0.0% of portfolio›$2.0M
Pictet North America Advisors SA31,693
0.2% of portfolio›$1.9M
Legacy Financial Strategies, LLC31,381
0.3% of portfolio›$1.9M
M Holdings Securities, Inc.31,168
0.0% of portfolio›$2.2K
Quadrant Capital Group LLC30,928
0.1% of portfolio›$2.0M
Avanza Fonder AB30,139
0.0% of portfolio›$1.8M
Elser Financial Planning, Inc29,556
0.1% of portfolio›$1.8M
State of Alaska, Department of Revenue27,260
0.0% of portfolio›$1.7M
Praxis Investment Management Inc26,062
0.2% of portfolio›$1.6M
Prospera Financial Services Inc25,975
0.0% of portfolio›$1.8M
Inspire Investing, LLC25,522
0.1% of portfolio›$1.6M
Ag2r LA Mondiale Gestion D'actifs24,633
0.0% of portfolio›$1.5M
Allspring Global Investments Holdings, LLC24,180
0.0% of portfolio›$1.5M
Jones Kertz & Associates, Inc.24,090
0.7% of portfolio›$1.5M
Salem Investment Counselors Inc24,000
0.0% of portfolio›$1.5M
Carnegie Investment Counsel23,821
0.0% of portfolio›$1.5M
Gulf International Bank (UK) Ltd22,010
0.1% of portfolio›$1.3M
Cacti Asset Management LLC21,000
0.1% of portfolio›$1.3M
HB Wealth Management, LLC20,746
0.0% of portfolio›$1.3M
ABN Amro Investment Solutions20,672
0.0% of portfolio›$1.3M
Lido Advisors, LLC19,675
0.0% of portfolio›$1.2M
Maryland State Retirement & Pension System18,773
0.0% of portfolio›$1.1M
Kelleher Financial Advisors18,680
0.3% of portfolio›$1.1M
Wedmont Private Capital18,244
0.0% of portfolio›$1.2M
Cyndeo Wealth Partners, LLC18,157
0.1% of portfolio›$1.1M
Pullen Investment Management, LLC17,519
0.5% of portfolio›$1.1M
BI Asset Management Fondsmaeglerselskab A/S17,204
0.0% of portfolio›$1.0M
Access Investment Management LLC17,169
0.3% of portfolio›$1.0M
First Citizens Bank & Trust Co16,888
0.0% of portfolio›$1.0M
Evermay Wealth Management LLC16,495
0.1% of portfolio›$1.0M
Fideuram Asset Management (Ireland) dac16,120
0.0% of portfolio›$1.1M
Wedbush Securities Inc15,682
0.1% of portfolio›$955.0K
Hartford Investment Management Co15,555
0.0% of portfolio›$947.3K
Tokio Marine Asset Management Co LTD15,480
0.0% of portfolio›$942.7K
B. Metzler seel. Sohn & Co. AG14,907
0.0% of portfolio›$907.8K
Resonant Capital Advisors, LLC14,547
0.0% of portfolio›$885.9K
New Mexico Educational Retirement Board14,500
0.0% of portfolio›$883.0K
Assetmark, Inc14,409
0.0% of portfolio›$877.5K
111 Capital14,367
0.1% of portfolio›$875.0K
Monte Financial Group, LLC14,209
0.3% of portfolio›$865.3K
Louisiana State Employees Retirement System14,200
0.0% of portfolio›$864.8K
Davidson Kahn Capital Management, LLC14,195
0.3% of portfolio›$864.5K
Imc-Chicago, LLC14,046
0.0% of portfolio›$855.4K
Brighton Jones LLC13,974
0.0% of portfolio›$851.0K
Mather Group, Llc.13,949
0.0% of portfolio›$849.5K
Radnor Capital Management, LLC13,340
0.1% of portfolio›$812.4K
WealthPlan Investment Management, LLC13,264
0.0% of portfolio›$807.8K
Evergreen Capital Management LLC13,095
0.0% of portfolio›$797.5K
Hunter Associates Investment Management LLC12,939
0.2% of portfolio›$785.0K
Cathy Pareto & Associates, Inc12,711
0.4% of portfolio›$774.2K
Cross Staff Investments Inc12,081
0.4% of portfolio›$735.7K
Americana Partners, LLC11,995
0.0% of portfolio›$730.5K
Crossmark Global Holdings, Inc.11,656
0.0% of portfolio›$709.9K
Vise Technologies, Inc.11,301
0.0% of portfolio›$688.2K
Compass Ion Advisors, LLC11,261
0.1% of portfolio›$685.8K
Capital Investment Advisors, LLC10,752
0.0% of portfolio›$654.8K
Choreo, LLC10,696
0.0% of portfolio›$651.4K
Greenfield Seitz Capital Management, LLC10,600
0.2% of portfolio›$645.5K
Thrivent Financial for Lutherans10,480
0.0% of portfolio›$638.0K
Prairie Advisory, LLC10,466
0.1% of portfolio›$637.4K
Norden Group LLC10,292
0.0% of portfolio›$626.8K
E. Ohman J:or Asset Management AB10,194
0.0% of portfolio›$620.8K
Signaturefd, LLC10,181
0.0% of portfolio›$620.0K
Harmony Asset Management LLC10,000
0.2% of portfolio›$609.0K
Simplicity Wealth,LLC9,793
0.0% of portfolio›$596.4K
Yorktown Management & Research Co Inc9,750
0.4% of portfolio›$593.8K
Concurrent Investment Advisors, LLC9,740
0.0% of portfolio›$593.1K
RMR Capital Management, LLC9,692
0.4% of portfolio›$590.2K
Gamma Investing LLC9,580
0.0% of portfolio›$583.4K
Global X Japan Co., Ltd.9,362
0.0% of portfolio›$570.1K
Xcel Wealth Management, LLC9,278
0.1% of portfolio›$565.0K
Occidental Asset Management, LLC9,178
0.0% of portfolio›$558.9K
North Dakota State Investment Board8,996
0.0% of portfolio›$547.9K
Bank Pictet & Cie (Europe) AG8,890
0.0% of portfolio›$541.4K
CWC Advisors, Llc.8,779
0.2% of portfolio›$534.6K
Third View Private Wealth, LLC8,569
0.1% of portfolio›$521.9K
Balefire, LLC8,492
0.1% of portfolio›$517.2K
Oppenheimer Asset Management Inc.8,440
0.0% of portfolio›$514.0K
Sterling Capital Management LLC8,402
0.0% of portfolio›$511.7K
Keyes, Stange & Wooten Wealth Management, LLC8,273
0.2% of portfolio›$503.8K
V-Square Quantitative Management LLC8,105
0.0% of portfolio›$493.6K
Citizens Financial Group Inc7,963
0.0% of portfolio›$484.9K
Glenview Trust Co7,924
0.0% of portfolio›$482.6K
Facet Wealth, Inc.7,697
0.0% of portfolio›$468.7K
Brookstone Capital Management7,657
0.0% of portfolio›$466.3K
Sage Private Wealth Group, LLC7,613
0.2% of portfolio›$463.6K
Trueblood Wealth Management, LLC7,559
0.2% of portfolio›$460.3K
Studio Investment Management LLC7,166
0.1% of portfolio›$436.4K
Crestwood Advisors Group, LLC7,123
0.0% of portfolio›$433.8K
Greenleaf Trust7,048
0.0% of portfolio›$429.2K
SevenBridge Financial Group, LLC6,721
0.1% of portfolio›$476.5K
Davenport & Co LLC6,715
0.0% of portfolio›$408.9K
OpenArc Corporate Advisory, LLC6,688
0.0% of portfolio›$407.3K
Financial Enhancement Group LLC6,685
0.0% of portfolio›$412.6K
American National Bank of Texas6,585
0.4% of portfolio›$401.0K
J.W. Cole Advisors, Inc.6,500
0.0% of portfolio›$395.9K
Tema Etfs LLC6,470
0.0% of portfolio›$394.0K
Advisor OS, LLC6,432
0.0% of portfolio›$391.7K
Krilogy Financial LLC6,352
0.0% of portfolio›$404.3K
Holland Advisory Services, Inc.6,285
0.4% of portfolio›$382.7K
CX Institutional6,242
0.0% of portfolio›$380
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,177
0.0% of portfolio›$376.2K
Simon Quick Advisors, LLC6,145
0.0% of portfolio›$374.2K
Vontobel Holding Ltd.6,060
0.0% of portfolio›$369.1K
Revisor Wealth Management LLC5,637
0.1% of portfolio›$389.5K
AlphaCore Capital LLC5,603
0.0% of portfolio›$341.2K
Kestra Advisory Services, LLC5,555
0.0% of portfolio›$338.3K
GAM Holding AG5,488
0.0% of portfolio›$334.2K
Ritholtz Wealth Management5,342
0.0% of portfolio›$325.3K
Strategy Asset Managers LLC5,294
0.0% of portfolio›$322.4K
Leonteq Securities AG5,048
0.0% of portfolio›$307.4K
Phillips Financial Management, LLC5,002
0.0% of portfolio›$304.7K
Bullock Wealth Management Group4,942
0.1% of portfolio›$305.3K
Harbor Capital Advisors, Inc.4,906
0.0% of portfolio›$299.0K
Larson Financial Group LLC4,889
0.0% of portfolio›$297.7K
Serenity Investment Advisors4,824
0.1% of portfolio›$293.8K
Legacy Capital Wealth Partners, LLC4,816
0.1% of portfolio›$293.3K
Lewis Asset Management, LLC4,813
0.1% of portfolio›$293.1K
Blue Zone Wealth Advisors, LLC4,800
0.0% of portfolio›$292.3K
Strs Ohio4,652
0.0% of portfolio›$283.3K
Parallel Advisors, LLC4,582
0.0% of portfolio›$279.0K
Caitong International Asset Management Co., Ltd4,414
0.0% of portfolio›$268.8K
Northbridge Financial Group, LLC4,352
0.1% of portfolio›$265.3K
Almanack Investment Partners, Llc.4,345
0.0% of portfolio›$264.6K
Prevail Innovative Wealth Advisors, LLC4,343
0.0% of portfolio›$268.1K
Trust Point Inc.4,296
0.0% of portfolio›$261.6K
Compass Financial Management LLC4,278
0.0% of portfolio›$260.5K
Fulcrum Asset Management LLP4,266
0.0% of portfolio›$258.5K
StoneX Group Inc.4,047
0.0% of portfolio›$269.7K
Washington Trust Bank4,045
0.0% of portfolio›$246.3K
Means Investment Co., Inc.4,017
0.0% of portfolio›$244.6K
Frank, Rimerman Advisors LLC3,986
0.0% of portfolio›$242.7K
Perigon Wealth Management, LLC3,834
0.0% of portfolio›$233.5K
Elevation Point Wealth Partners, LLC3,828
0.0% of portfolio›$233.2K
Gen-Wealth Partners Inc3,810
0.1% of portfolio›$232.1K
HUB Investment Partners, LLC3,770
0.0% of portfolio›$229.6K
Prescott Group Capital Management, L.L.C.3,768
0.0% of portfolio›$229.5K
CWA Asset Management Group, LLC3,749
0.0% of portfolio›$228.3K
Somerset Trust Co3,634
0.1% of portfolio›$221.3K
Farther Finance Advisors, LLC3,485
0.0% of portfolio›$212.3K
MGO One Seven LLC3,446
0.0% of portfolio›$209.9K
Ashton Thomas Private Wealth, LLC3,402
0.0% of portfolio›$207.2K
Compound Planning, Inc.3,370
0.0% of portfolio›$205.2K
WealthPLAN Partners, LLC3,312
0.0% of portfolio›$201.7K
Valeo Financial Advisors, LLC3,285
0.0% of portfolio›$200.1K
Essential Partners LLC3,272
0.1% of portfolio›$199.3K
TrinityBridge Ltd3,265
0.0% of portfolio›$199.0K
Chicago Partners Investment Group LLC3,229
0.0% of portfolio›$235.6K
Steph & Co2,896
0.0% of portfolio›$176.4K
Generali Investments, Management Co LLC2,835
0.0% of portfolio›$172.7K
Pinnacle Wealth Planning Services, Inc.2,399
0.0% of portfolio›$146.1K
EverSource Wealth Advisors, LLC2,353
0.0% of portfolio›$143.3K
Lanark Financial, Inc.2,309
0.0% of portfolio›$140.6K
Blue Trust, Inc.1,926
0.0% of portfolio›$117.3K
Owl Creek Wealth Partners LLC1,602
0.0% of portfolio›$97.6K
Birch Financial Group, LLC1,517
0.0% of portfolio›$92.4K
Trust Co of Vermont1,416
0.0% of portfolio›$86.2K
Elyxium Wealth, LLC1,338
0.0% of portfolio›$81.5K
MassMutual Private Wealth & Trust, FSB1,280
0.0% of portfolio›$78.0K
Versant Capital Management, Inc1,252
0.0% of portfolio›$76.2K
Livforsakringsbolaget Skandia, Omsesidigt1,101
0.0% of portfolio›$67.1K
Dorato Capital Management980
0.0% of portfolio›$60.5K
Provenance Wealth Advisors, LLC950
0.0% of portfolio›$57.9K
Parkside Financial Bank & Trust903
0.0% of portfolio›$55.0K
Caldwell Trust Co894
0.0% of portfolio›$54.4K
IFP Advisors, Inc842
0.0% of portfolio›$51.3K
First Horizon Corp833
0.0% of portfolio›$50.7K
CoreCap Advisors, LLC826
0.0% of portfolio›$50.3K
Y.D. More Investments Ltd759
0.0% of portfolio›$46.2K
SJS Investment Consulting Inc.706
0.0% of portfolio›$43.0K
Horizon Financial Services, LLC574
0.0% of portfolio›$35.0K
First Command Advisory Services, Inc.551
0.0% of portfolio›$33.6K
Montag A & Associates Inc511
0.0% of portfolio›$31.1K
TD Waterhouse Canada Inc.510
0.0% of portfolio›$31.5K
Chilton Capital Management LLC500
0.0% of portfolio›$30.5K
Root Financial Partners, LLC480
0.0% of portfolio›$29.2K
Catalyst Capital Advisors LLC420
0.0% of portfolio›$25.6K
Armstrong Advisory Group, Inc400
0.0% of portfolio›$24.4K
TFC Financial Management, Inc.376
0.0% of portfolio›$22.9K
Capital Advisors, Ltd. LLC375
0.0% of portfolio›$23.0K
Physician Wealth Advisors, Inc.362
0.0% of portfolio›$22.0K
Raiffeisen Bank International AG346
0.0% of portfolio›$21.0K
Wilmington Savings Fund Society, FSB302
0.0% of portfolio›$18.4K
Gables Capital Management Inc.268
0.0% of portfolio›$16.3K
Smallwood Wealth Investment Management, LLC268
0.0% of portfolio›$16.3K
TD Private Client Wealth LLC238
0.0% of portfolio›$14.5K
Bell Investment Advisors, Inc231
0.0% of portfolio›$14.1K
Cromwell Holdings LLC228
0.0% of portfolio›$13.9K
James T. Borello RIA226
0.0% of portfolio›$13.8K
Elevation Wealth Partners, LLC225
0.0% of portfolio›$13.7K
Westside Investment Management, Inc.216
0.0% of portfolio›$13.0K
Piscataqua Savings Bank204
0.0% of portfolio›$12.4K
JFS Wealth Advisors, LLC202
0.0% of portfolio›$12.3K
Burkett Financial Services, LLC200
0.0% of portfolio›$12.2K
Compagnie Lombard Odier SCmA200
0.0% of portfolio›$12.2K
Ascentis Independent Advisors198
0.0% of portfolio›$12.1K
Proathlete Wealth Management LLC191
0.0% of portfolio›$11.6K
J.Safra Asset Management Corp190
0.0% of portfolio›$11.6K
GK Wealth Management LLC188
0.0% of portfolio›$11.4K
Avion Wealth182
0.0% of portfolio›$11.0K
MV Capital Management, Inc.175
0.0% of portfolio›$10.7K
Private Wealth Management Group, LLC172
0.0% of portfolio›$10.5K
Arlington Trust Co LLC168
0.0% of portfolio›$10.2K
True Wealth Design, LLC167
0.0% of portfolio›$10.2K
Hickory Point Bank & Trust155
0.0% of portfolio›$9.4K
Farmers & Merchants Investments Inc150
0.0% of portfolio›$9.1K
Acumen Wealth Advisors, LLC149
0.0% of portfolio›$9.1K
Tounjian Advisory Partners, LLC143
0.0% of portfolio›$8.7K
SRH Advisors, LLC136
0.0% of portfolio›$8.3K
Bare Financial Services, Inc134
0.0% of portfolio›$8.2K
SBI Securities Co., Ltd.133
0.0% of portfolio›$8.1K
Silver Grove Financial Group, Inc.133
0.0% of portfolio›$8.1K
West Paces Advisors Inc.120
0.0% of portfolio›$7.3K
North Star Investment Management Corp.115
0.0% of portfolio›$7.0K
Fortitude Family Office, LLC111
0.0% of portfolio›$6.8K
Tompkins Financial Corp111
0.0% of portfolio›$6.8K
Spire Wealth Management110
0.0% of portfolio›$6.7K
UMB Private Wealth Management, LLC103
0.0% of portfolio›$6.3K
Hughes Financial Services, LLC96
0.0% of portfolio›$6.5K
Meriwether Wealth & Planning, LLC90
0.0% of portfolio›$5.5K
High Note Wealth, LLC87
0.0% of portfolio›$5.3K
Carolina Wealth Advisors, LLC84
0.0% of portfolio›$5.1K
Key FInancial Inc84
0.0% of portfolio›$5.1K
City State Bank74
0.0% of portfolio›$4.5K
Planning Strategies Inc.72
0.0% of portfolio›$4.4K
Financial Consulate, Inc71
0.0% of portfolio›$4.3K
Union Savings Bank68
0.0% of portfolio›$4.1K
Aspect Partners, LLC67
0.0% of portfolio›$4.1K
Central Trust Co58
0.0% of portfolio›$3.5K
Manchester Capital Management LLC56
0.0% of portfolio›$3.4K
Ascentis Wealth Management, LLC55
0.0% of portfolio›$3.3K
Private Trust Co NA55
0.0% of portfolio›$3.4K
Creative Financial Designs Inc50
0.0% of portfolio›$3.0K
Bay Harbor Wealth Management, LLC49
0.0% of portfolio›$3.0K
Princeton Global Asset Management LLC48
0.0% of portfolio›$2.9K
Rossby Financial, LCC48
0.0% of portfolio›$2.9K
Marquette Asset Management, LLC47
0.0% of portfolio›$2.9K
Cassaday & Co Wealth Management LLC46
0.0% of portfolio›$2.8K
Signature Equity Partners, LLC46
0.0% of portfolio›$2.8K
Bokf, NA43
0.0% of portfolio›$2.6K
Nvwm, LLC40
0.0% of portfolio›$2.4K
Thurston, Springer, Miller, Herd & Titak, Inc.40
0.0% of portfolio›$2.4K
Valley National Advisers Inc35
0.0% of portfolio›$2.1K
Cape Investment Advisory, Inc.33
0.0% of portfolio›$2.0K
American Capital Advisory, LLC31
0.0% of portfolio›$1.9K
Pension & Wealth Management Advisors, Inc.30
0.0% of portfolio›$1.8K
Three Bridge Wealth Advisors, LLC28
0.0% of portfolio›$1.7K
Toth Financial Advisory Corp23
0.0% of portfolio›$1.4K
DiNuzzo Private Wealth, Inc.23
0.0% of portfolio›$1.4K
Jacobi Capital Management LLC22
0.0% of portfolio›$1.3K
Bfsg, LLC21
0.0% of portfolio›$1.3K
Abound Wealth Management21
0.0% of portfolio›$1.3K
Evolution Wealth Management Inc.21
0.0% of portfolio›$1.3K
Davis Capital Management20
0.0% of portfolio›$1.2K
Asset Dedication, LLC19
0.0% of portfolio›$1.2K
Barnes Dennig Private Wealth Management LLC18
0.0% of portfolio›$1.1K
WPG Advisers, LLC17
0.0% of portfolio›$1.0K
Breakwater Investment Management16
0.0% of portfolio›$975
Creative Capital Management Investments LLC16
0.0% of portfolio›$974
DT Investment Partners, LLC15
0.0% of portfolio›$914
Financial Management Professionals, Inc.14
0.0% of portfolio›$853
Marshall & Sterling Wealth Advisors Inc.13
0.0% of portfolio›$803
Retirement Wealth Solutions LLC12
0.0% of portfolio›$731
Albion Financial Group12
0.0% of portfolio›$743
Wolff Wiese Magana LLC10
0.0% of portfolio›$609
Quaker Wealth Management, LLC10
0.0% of portfolio›$609
WestEnd Advisors, LLC10
0.0% of portfolio›$609
Nvest Wealth Strategies, Inc.10
0.0% of portfolio›$610
Register Financial Advisors LLC8
0.0% of portfolio›$487
Highline Wealth Partners LLC8
0.0% of portfolio›$487
Strengthening Families & Communities, LLC7
0.0% of portfolio›$426
William Mack & Associates, Inc.6
0.0% of portfolio›$366
DecisionPoint Financial, LLC6
0.0% of portfolio›$371
Salomon & Ludwin, LLC6
0.0% of portfolio›$365
Maseco LLP5
0.0% of portfolio›$305
Godsey & Gibb, Inc4
0.0% of portfolio›$244
Gilpin Wealth Management, LLC2
0.0% of portfolio›$122
Maryland Capital Advisors Inc.1
0.0% of portfolio›$61
Nfsg Corp1
0.0% of portfolio›$61
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$14
Balance Wealth Partners LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Principal Financial Group Inc
11,813,029$719.4M0.4%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
2,587,071$157.6M0.2%GrowthLowBethesda, MD2026-10-29
Fenimore Asset Management Inc
2,232,203$135.9M3.0%CoreLowCobleskill, NY2026-10-08
Dimensional Fund Advisors LP
1,829,951$111.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,337,929$81.5M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
1,021,194$62.2M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
809,235$49.3M0.0%IndexVery LowTokyo, Mexico2026-11-05
Vest Financial, LLC
749,394$45.6M0.5%ValueMediumMclean, VA2026-10-21
Tandem Investment Advisors, Inc.
734,661$44.7M3.2%CoreLowCharleston, SC2026-11-04
Sumitomo Mitsui Trust Group, Inc.
715,532$43.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Schwartz Investment Counsel Inc
658,650$40.1M1.4%GrowthMediumPlymouth, MI2026-10-26
Absher Wealth Management, LLC
469,135$28.6M3.2%CoreMediumChapel Hill, NC2026-11-02
Keybank National Association
459,335$28.0M0.1%CoreLowBrooklyn, OH2026-11-04
PhiloSmith Capital Corp
406,250$24.7M6.8%Deep ValueVery LowStamford, CT2026-10-23
Creative Planning
388,956$23.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Cortland Associates Inc
353,820$21.5M3.1%ValueMediumSt Louis, MO2026-10-29
Confluence Investment Management LLC
351,677$21.4M0.4%ValueMediumSt. Louis, MO2026-10-01
Exchange Traded Concepts, LLC
347,729$21.2M0.1%GrowthMediumOklahoma City, OK2026-10-28
TimesSquare Capital Management, LLC
340,164$20.7M0.3%GrowthMediumNew York, NY2026-11-03
Local Pensions Partnership Investment Ltd
326,000$19.9M0.4%GrowthLowLondon, United Kingdom2026-10-26
State of Michigan Retirement System
315,741$19.2M0.1%IndexLowEast Lansing, MI2026-10-27
New York State Teachers Retirement System
191,552$11.7M0.0%CoreVery LowAlbany, NY2026-10-22
Candriam S.C.A.
189,339$11.6M0.1%GrowthMediumStrassen, Netherlands2026-11-03
Running Oak Capital LLC
178,743$10.9M1.8%ValueLowEdina, MN2026-11-04
Truist Financial Corp
173,233$10.5M0.0%CoreLowCharlotte, NC2026-10-30
Channing Capital Management, LLC
169,318$10.3M0.3%ValueHighChicago, IL2026-11-02
Pictet Asset Management Holding SA
164,575$10.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mattern Capital Management, LLC
163,228$9.9M1.2%CoreMediumLakewood, CO2026-11-02
Assenagon Asset Management S.A.
150,927$9.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Asset Management One Co., Ltd.
126,971$7.7M0.0%IndexVery LowTokyo, Mexico2026-10-27
GHP Investment Advisors, Inc.
126,567$7.7M0.3%CoreVery LowDenver, CO2026-10-15
CIBC Asset Management Inc
124,233$7.6M0.0%GARPLowToronto, South Africa2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
120,655$7.3M0.0%GrowthLowStockholm, Sweden2026-10-15
Courant Investment Management LLC
116,397$7.1M8.1%Deep ValueLowFranklin, TN2026-10-15
LRZ Capital LLC
114,085$6.9M2.2%CoreMediumMiami, FL2026-11-05
Vaughan David Investments LLC
113,372$6.9M0.2%ValueLowPeoria, IL2026-11-05
Yousif Capital Management, LLC
106,301$6.5M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Spring Capital Management, LLC
104,778$6.4M3.1%CoreVery LowAmarillo, TX2026-10-09
Lountzis Asset Management, LLC
102,499$6.2M2.1%CoreVery LowWyomissing, PA2026-10-30
Y-Intercept (Hong Kong) Ltd
102,073$6.2M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Mirae Asset Global Investments Co., Ltd.
100,827$6.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of New Jersey Common Pension Fund D
95,813$5.8M0.0%CoreLowTrenton, NJ2026-11-05
Achmea Investment Management B.V.
94,320$5.7M0.0%CoreMediumZeist, Philippines2026-10-30
BCM Advisors, LLC
85,568$6.0M1.2%ETFLowLafayette, LA2026-11-03
Mn Services Vermogensbeheer B.V.
84,148$5.1M0.1%CoreVery LowThe Hague, Philippines2026-10-08
First Merchants Corp
83,318$5.1M0.2%GrowthLowMuncie, IN2026-10-15
Czech National Bank
82,682$5.0M0.0%IndexVery LowPrague, Bahrain2026-10-13
US Bancorp \de\
81,218$4.9M0.0%IndexLowMinneapolis, MN2026-11-05
Arizona State Retirement System
78,686$4.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
PensionDanmark Pensionsforsikringsaktieselskab
76,380$4.7M0.0%IndexLowCopenhagen O, Greece2026-10-19
Boston Trust Walden Corp
75,382$4.6M0.0%CoreLowBoston, MA2026-10-30
Apollon Wealth Management, LLC
69,127$4.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
67,155$4.1M0.4%ValueMediumBloomfield Hills, MI2026-10-26
Swiss Life Asset Management Ltd
66,479$4.0M0.0%CoreLowZurich, Switzerland2026-11-03
IFM Investors Pty Ltd
65,137$4.0M0.0%IndexVery LowMelbourne, China2026-10-14
Motley Fool Asset Management LLC
64,137$3.9M0.1%GrowthMediumAlexandria, VA2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
63,577$3.9M0.0%CoreLowHarrisburg, PA2026-11-03
ABC Arbitrage SA
63,183$3.8M0.4%YieldVery HighParis, India2026-10-23
Triad Investment Management
62,042$3.8M5.0%Deep ValueMediumNewport Beach, CA2026-10-13
Stonebridge Financial Group, LLC
61,589$3.8M0.3%ETFMediumWormleysburg, PA2026-10-01
SEB Asset Management AB
60,781$3.7M0.0%CoreN/AStockholm, Sweden2026-11-04
Retirement Systems of Alabama
60,346$3.7M0.0%IndexLowMontgomery, AL2026-11-04
Fifth Third Bancorp
59,532$3.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Marks Group Wealth Management, Inc
58,796$3.6M0.3%CoreMediumMinnetonka, MN2026-11-05
Daiwa Securities Group Inc.
56,053$3.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth Equity Services, LLC
54,627$3.3M0.0%ETFLowWaltham, MA2026-11-02
Xponance LLC
54,510$3.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Neos Investment Management LLC
53,231$3.2M0.0%IndexVery LowWestport, CT2026-11-04
Rakuten Investment Management, Inc.
51,673$3.1M0.0%ETFMediumTokyo, Mexico2026-10-30
Nisa Investment Advisors, LLC
49,917$3.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wealth Enhancement Advisory Services, LLC
49,602$3.2M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
49,429$3.0M0.0%CoreVery LowNew York, NY2026-10-23
Ethic Inc.
49,011$3.0M0.0%CoreLowNew York, NY2026-11-03
DekaBank Deutsche Girozentrale
45,899$2.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
KBC Group NV
44,447$2.7M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Park National Corp
42,008$2.6M0.1%CoreLowNewark, OH2026-10-05
Sumitomo Mitsui DS Asset Management Company, Ltd
41,072$2.5M0.0%IndexVery LowTokyo, Mexico2026-10-20
Poehling Capital Management, Inc.
40,181$2.4M0.5%ValueLowMadison, WI2026-10-20
New York Life Investment Management LLC
39,953$2.4M0.0%GrowthLowNew York, NY2026-11-04
Atria Investments, Inc
39,171$2.4M0.0%CoreMediumCharlotte, NC2026-10-15
AGF Management LTD
38,182$2.3M0.0%GrowthHighToronto, Australia2026-11-03
Mutual of America Capital Management LLC
37,487$2.3M0.0%IndexLowNew York, NY2026-10-23
UniSuper Management Pty Ltd
37,139$2.3M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
MacKenzie Financial Corp
35,405$2.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Oregon Public Employees Retirement Fund
35,352$2.2M0.0%IndexVery LowTigard, OR2026-10-30
OP Asset Management Ltd
32,625$2.0M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Cambridge Investment Research Advisors, Inc.
32,065$2.0M0.0%ETFLowFairfield, IA2026-11-02
Pictet North America Advisors SA
31,693$1.9M0.2%GARPMediumGeneva 73, Switzerland2026-10-21
Legacy Financial Strategies, LLC
31,381$1.9M0.3%ETFLowOverland Park, KS2026-10-15
M Holdings Securities, Inc.
31,168$2.2K0.0%ETFHighPortland, OR2026-11-03
Quadrant Capital Group LLC
30,928$2.0M0.1%CoreLowCincinnati, OH2026-10-20
Avanza Fonder AB
30,139$1.8M0.0%GrowthLowStockholm, Sweden2026-10-13
Elser Financial Planning, Inc
29,556$1.8M0.1%GARPLowIndianapolis, IN2026-10-16
State of Alaska, Department of Revenue
27,260$1.7M0.0%CoreVery LowJuneau, AK2026-10-15
Praxis Investment Management Inc
26,062$1.6M0.2%CoreLowGoshen, IN2026-11-03
Prospera Financial Services Inc
25,975$1.8M0.0%CoreMediumDallas, TX2026-11-04
Inspire Investing, LLC
25,522$1.6M0.1%GARPHighMeridian, ID2026-10-22
Ag2r LA Mondiale Gestion D'actifs
24,633$1.5M0.0%GrowthLowParis, India2026-10-26
Allspring Global Investments Holdings, LLC
24,180$1.5M0.0%CoreMediumCharlotte, NC2026-11-04
Jones Kertz & Associates, Inc.
24,090$1.5M0.7%GrowthLowBlaine, MN2026-10-28
Salem Investment Counselors Inc
24,000$1.5M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Carnegie Investment Counsel
23,821$1.5M0.0%CoreLowPepper Pike, OH2026-10-20
Gulf International Bank (UK) Ltd
22,010$1.3M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Cacti Asset Management LLC
21,000$1.3M0.1%CoreVery LowAtlanta, GA2026-10-01
HB Wealth Management, LLC
20,746$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
ABN Amro Investment Solutions
20,672$1.3M0.0%GrowthLowParis Cedex 008, India2026-10-21
Lido Advisors, LLC
19,675$1.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Maryland State Retirement & Pension System
18,773$1.1M0.0%IndexVery LowBaltimore, MD2026-11-05
Kelleher Financial Advisors
18,680$1.1M0.3%CoreMediumNew York, NY2026-10-30
Wedmont Private Capital
18,244$1.2M0.0%IndexVery LowWest Chester, PA2026-10-09
Cyndeo Wealth Partners, LLC
18,157$1.1M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Pullen Investment Management, LLC
17,519$1.1M0.5%Deep ValueMediumBradenton, FL2026-10-23
BI Asset Management Fondsmaeglerselskab A/S
17,204$1.0M0.0%CoreMediumKobenhavn, Greece2026-10-22
Access Investment Management LLC
17,169$1.0M0.3%Deep ValueLowAtlanta, GA2026-10-23
First Citizens Bank & Trust Co
16,888$1.0M0.0%CoreMediumRaleigh, NC2026-10-14
Evermay Wealth Management LLC
16,495$1.0M0.1%ETFLowArlington, VA2026-11-05
Fideuram Asset Management (Ireland) dac
16,120$1.1M0.0%CoreHighDublin 1, Lithuania2026-10-29
Wedbush Securities Inc
15,682$955.0K0.1%CoreLowPasadena, CA2026-10-22
Hartford Investment Management Co
15,555$947.3K0.0%IndexVery LowHartford, CT2026-11-04
Tokio Marine Asset Management Co LTD
15,480$942.7K0.0%GrowthLowTokyo, Mexico2026-10-26
B. Metzler seel. Sohn & Co. AG
14,907$907.8K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Resonant Capital Advisors, LLC
14,547$885.9K0.0%ETFLowMadison, WI2026-10-15
New Mexico Educational Retirement Board
14,500$883.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
Assetmark, Inc
14,409$877.5K0.0%ETFLowConcord, CA2026-10-21
111 Capital
14,367$875.0K0.1%CoreVery HighParis, India2026-11-03
Monte Financial Group, LLC
14,209$865.3K0.3%ValueMediumGuilford, CT2026-11-02
Louisiana State Employees Retirement System
14,200$864.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Davidson Kahn Capital Management, LLC
14,195$864.5K0.3%GrowthLowSherman Oaks, CA2026-10-26
Imc-Chicago, LLC
14,046$855.4K0.0%GARPVery HighChicago, IL2026-11-05
Brighton Jones LLC
13,974$851.0K0.0%CoreVery LowSeattle, WA2026-11-03
Mather Group, Llc.
13,949$849.5K0.0%ETFMediumChicago, IL2026-10-14
Radnor Capital Management, LLC
13,340$812.4K0.1%CoreLowWayne, PA2026-10-23
WealthPlan Investment Management, LLC
13,264$807.8K0.0%GrowthMediumOmaha, NE2026-10-15
Evergreen Capital Management LLC
13,095$797.5K0.0%GARPMediumBellevue, WA2026-10-23
Hunter Associates Investment Management LLC
12,939$785.0K0.2%CoreLowPittsburgh, PA2026-10-26
Cathy Pareto & Associates, Inc
12,711$774.2K0.4%ETFLowCoral Gables, FL2026-10-15
Cross Staff Investments Inc
12,081$735.7K0.4%CoreVery LowPittsford, NY2026-10-22
Americana Partners, LLC
11,995$730.5K0.0%CoreMediumHouston, TX2026-10-28
Crossmark Global Holdings, Inc.
11,656$709.9K0.0%GARPMediumHouston, TX2026-10-21
Vise Technologies, Inc.
11,301$688.2K0.0%IndexLowNew York, NY2026-10-29
Compass Ion Advisors, LLC
11,261$685.8K0.1%ETFVery LowConshohocken, PA2026-10-23
Capital Investment Advisors, LLC
10,752$654.8K0.0%CoreLowAtlanta, GA2026-10-22
Choreo, LLC
10,696$651.4K0.0%IndexLowRockford, IL2026-10-28
Greenfield Seitz Capital Management, LLC
10,600$645.5K0.2%GARPLowDallas, TX2026-10-29
Thrivent Financial for Lutherans
10,480$638.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Prairie Advisory, LLC
10,466$637.4K0.1%ETFN/ALeawood, KS2026-10-19
Norden Group LLC
10,292$626.8K0.0%GrowthMediumProvo, UT2026-10-20
E. Ohman J:or Asset Management AB
10,194$620.8K0.0%GrowthMediumStockholm, Sweden2026-10-22
Signaturefd, LLC
10,181$620.0K0.0%IndexLowAtlanta, GA2026-10-23
Harmony Asset Management LLC
10,000$609.0K0.2%GrowthMediumScottsdale, AZ2026-10-20
Simplicity Wealth,LLC
9,793$596.4K0.0%ETFLowSummit, NJ2026-10-23
Yorktown Management & Research Co Inc
9,750$593.8K0.4%MomentumMediumForest, VA2026-10-28
Concurrent Investment Advisors, LLC
9,740$593.1K0.0%GrowthMediumTampa, FL2026-10-16
RMR Capital Management, LLC
9,692$590.2K0.4%ValueVery LowTustin, CA2026-10-23
Gamma Investing LLC
9,580$583.4K0.0%IndexVery LowFoster City, CA2026-10-08
Global X Japan Co., Ltd.
9,362$570.1K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Xcel Wealth Management, LLC
9,278$565.0K0.1%CoreMediumHolly Hill, FL2026-10-26
Occidental Asset Management, LLC
9,178$558.9K0.0%GrowthLowBurlingame, CA2026-11-05
North Dakota State Investment Board
8,996$547.9K0.0%GrowthMediumBismarck, ND2026-10-27
Bank Pictet & Cie (Europe) AG
8,890$541.4K0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
CWC Advisors, Llc.
8,779$534.6K0.2%GARPLowLake Oswego, OR2026-10-15
Third View Private Wealth, LLC
8,569$521.9K0.1%GrowthLowWestport, CT2026-10-30
Balefire, LLC
8,492$517.2K0.1%ETFMediumDallas, TX2026-10-09
Oppenheimer Asset Management Inc.
8,440$514.0K0.0%CoreMediumNew York, NY2026-10-27
Sterling Capital Management LLC
8,402$511.7K0.0%GARPMediumCharlotte, NC2026-10-22
Keyes, Stange & Wooten Wealth Management, LLC
8,273$503.8K0.2%ETFVery LowDaytona Beach, FL2026-11-03
V-Square Quantitative Management LLC
8,105$493.6K0.0%CoreLowChicago, IL2026-10-15
Citizens Financial Group Inc
7,963$484.9K0.0%GrowthLowProvidence, RI2026-10-23
Glenview Trust Co
7,924$482.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Facet Wealth, Inc.
7,697$468.7K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Brookstone Capital Management
7,657$466.3K0.0%ETFMediumWheaton, IL2026-10-22
Sage Private Wealth Group, LLC
7,613$463.6K0.2%ETFLowOakbrook Terrace, IL2026-10-21
Trueblood Wealth Management, LLC
7,559$460.3K0.2%CoreLowLima, OH2026-10-23
Studio Investment Management LLC
7,166$436.4K0.1%ETFLowChicago, IL2026-10-22
Crestwood Advisors Group, LLC
7,123$433.8K0.0%GrowthLowBoston, MA2026-10-27
Greenleaf Trust
7,048$429.2K0.0%CoreLowKalamazoo, MI2026-10-29
SevenBridge Financial Group, LLC
6,721$476.5K0.1%CoreLowHarrisburg, PA2026-10-26
Davenport & Co LLC
6,715$408.9K0.0%CoreMediumRichmond, VA2026-10-14
OpenArc Corporate Advisory, LLC
6,688$407.3K0.0%GrowthLowAtlanta, GA2026-10-21
Financial Enhancement Group LLC
6,685$412.6K0.0%ETFMediumAnderson, IN2026-10-08
American National Bank of Texas
6,585$401.0K0.4%ETFMediumRichardson, TX2026-10-07
J.W. Cole Advisors, Inc.
6,500$395.9K0.0%IndexLowTampa, FL2026-11-05
Tema Etfs LLC
6,470$394.0K0.0%GrowthMediumNew York, NY2026-10-16
Advisor OS, LLC
6,432$391.7K0.0%ETFMediumChicago, IL2026-11-03
Krilogy Financial LLC
6,352$404.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Holland Advisory Services, Inc.
6,285$382.7K0.4%ETFLowOrmond Beach, FL2026-10-26
CX Institutional
6,242$3800.0%CoreMediumAuburn, IN2026-10-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,177$376.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Simon Quick Advisors, LLC
6,145$374.2K0.0%ETFLowMorristown, NJ2026-10-26
Vontobel Holding Ltd.
6,060$369.1K0.0%CoreMediumZurich, Switzerland2026-10-16
Revisor Wealth Management LLC
5,637$389.5K0.1%CoreLowAkron, OH2026-10-20
AlphaCore Capital LLC
5,603$341.2K0.0%ETFLowLa Jolla, CA2026-11-04
Kestra Advisory Services, LLC
5,555$338.3K0.0%CoreLowAustin, TX2026-11-02
GAM Holding AG
5,488$334.2K0.0%CoreMediumZurich, Switzerland2026-11-03
Ritholtz Wealth Management
5,342$325.3K0.0%IndexLowNew York, NY2026-11-05
Strategy Asset Managers LLC
5,294$322.4K0.0%CoreLowPasadena, CA2026-10-14
Leonteq Securities AG
5,048$307.4K0.0%CoreHighZurich, Switzerland2026-10-29
Phillips Financial Management, LLC
5,002$304.7K0.0%ETFVery LowFort Wayne, IN2026-10-19
Bullock Wealth Management Group
4,942$305.3K0.1%GrowthLowBloomington, IN2026-10-09
Harbor Capital Advisors, Inc.
4,906$299.0K0.0%ValueHighChicago, IL2026-10-22
Larson Financial Group LLC
4,889$297.7K0.0%GrowthLowSt Louis, MO2026-11-05
Serenity Investment Advisors
4,824$293.8K0.1%ETFVery LowChicago, IL2026-10-30
Legacy Capital Wealth Partners, LLC
4,816$293.3K0.1%CoreMediumLittle Rock, AR2026-10-21
Lewis Asset Management, LLC
4,813$293.1K0.1%GrowthLowLafayette, CA2026-10-14
Blue Zone Wealth Advisors, LLC
4,800$292.3K0.0%MomentumLowLos Angeles, CA2026-10-19
Strs Ohio
4,652$283.3K0.0%CoreMediumColumbus, OH2026-10-30
Parallel Advisors, LLC
4,582$279.0K0.0%IndexLowSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
4,414$268.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Northbridge Financial Group, LLC
4,352$265.3K0.1%GrowthLowTampa, FL2026-11-05
Almanack Investment Partners, Llc.
4,345$264.6K0.0%ETFMediumNewtown Square, PA2026-11-03
Prevail Innovative Wealth Advisors, LLC
4,343$268.1K0.0%CoreVery HighLeawood, KS2026-10-20
Trust Point Inc.
4,296$261.6K0.0%CoreMediumLa Crosse, WI2026-10-27
Compass Financial Management LLC
4,278$260.5K0.0%CoreN/ATampa, FL2026-10-30
Fulcrum Asset Management LLP
4,266$258.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
StoneX Group Inc.
4,047$269.7K0.0%ETFMediumNew York, NY2026-11-03
Washington Trust Bank
4,045$246.3K0.0%CoreLowSpokane, WA2026-11-03
Means Investment Co., Inc.
4,017$244.6K0.0%GrowthVery LowBangor, ME2026-11-03
Frank, Rimerman Advisors LLC
3,986$242.7K0.0%GrowthLowPalo Alto, CA2026-10-16
Perigon Wealth Management, LLC
3,834$233.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Elevation Point Wealth Partners, LLC
3,828$233.2K0.0%CoreHighDenver, CO2026-11-05
Gen-Wealth Partners Inc
3,810$232.1K0.1%CoreLowZeeland, MI2026-11-04
HUB Investment Partners, LLC
3,770$229.6K0.0%GrowthLowAustin, TX2026-11-03
Prescott Group Capital Management, L.L.C.
3,768$229.5K0.0%Deep ValueMediumTulsa, OK2026-10-30
CWA Asset Management Group, LLC
3,749$228.3K0.0%CoreMediumNaples, FL2026-10-19
Somerset Trust Co
3,634$221.3K0.1%CoreVery LowSomerset, PA2026-10-13
Farther Finance Advisors, LLC
3,485$212.3K0.0%IndexLowSan Francisco, CA2026-10-08
MGO One Seven LLC
3,446$209.9K0.0%GrowthLowBeachwood, OH2026-10-28
Ashton Thomas Private Wealth, LLC
3,402$207.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Compound Planning, Inc.
3,370$205.2K0.0%CoreLowNew York, NY2026-11-05
WealthPLAN Partners, LLC
3,312$201.7K0.0%CoreMediumOmaha, NE2026-10-15
Valeo Financial Advisors, LLC
3,285$200.1K0.0%ETFLowCarmel, IN2026-10-08
Essential Partners LLC
3,272$199.3K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
TrinityBridge Ltd
3,265$199.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Chicago Partners Investment Group LLC
3,229$235.6K0.0%GARPLowChicago, IL2026-10-27
Steph & Co
2,896$176.4K0.0%ETFLowMarinette, WI2026-10-07
Generali Investments, Management Co LLC
2,835$172.7K0.0%GrowthMediumLjubljana, Andorra2026-10-19
Pinnacle Wealth Planning Services, Inc.
2,399$146.1K0.0%GARPLowMansfield, OH2026-10-27
EverSource Wealth Advisors, LLC
2,353$143.3K0.0%CoreMediumBirmingham, AL2026-11-04
Lanark Financial, Inc.
2,309$140.6K0.0%CoreMediumBirmingham, AL2026-10-26
Blue Trust, Inc.
1,926$117.3K0.0%ETFLowBrentwood, TN2026-10-15
Owl Creek Wealth Partners LLC
1,602$97.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Birch Financial Group, LLC
1,517$92.4K0.0%CoreLowKeene, NH2026-10-27
Trust Co of Vermont
1,416$86.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Elyxium Wealth, LLC
1,338$81.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
1,280$78.0K0.0%CoreLowSpringfield, MA2026-10-05
Versant Capital Management, Inc
1,252$76.2K0.0%GARPLowPhoenix, AZ2026-10-02
Livforsakringsbolaget Skandia, Omsesidigt
1,101$67.1K0.0%GrowthMediumStockholm, Sweden2026-10-21
Dorato Capital Management
980$60.5K0.0%ValueVery LowDenver, CO2026-10-08
Provenance Wealth Advisors, LLC
950$57.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
903$55.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Caldwell Trust Co
894$54.4K0.0%GrowthLowVenice, FL2026-10-30
IFP Advisors, Inc
842$51.3K0.0%GrowthLowTampa, FL2026-10-16
First Horizon Corp
833$50.7K0.0%CoreLowMemphis, TN2026-10-26
CoreCap Advisors, LLC
826$50.3K0.0%ETFMediumSouthfield, MI2026-10-08
Y.D. More Investments Ltd
759$46.2K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
SJS Investment Consulting Inc.
706$43.0K0.0%ETFVery LowSylvania, OH2026-10-26
Horizon Financial Services, LLC
574$35.0K0.0%ETFLowWinston Salem, NC2026-11-04
First Command Advisory Services, Inc.
551$33.6K0.0%IndexLowFort Worth, TX2026-11-05
Montag A & Associates Inc
511$31.1K0.0%CoreLowAtlanta, GA2026-10-29
TD Waterhouse Canada Inc.
510$31.5K0.0%CoreLowToronto, Australia2026-10-16
Chilton Capital Management LLC
500$30.5K0.0%GrowthMediumHouston, TX2026-10-28
Root Financial Partners, LLC
480$29.2K0.0%ETFMediumEncinitas, CA2026-10-21
Catalyst Capital Advisors LLC
420$25.6K0.0%ETFVery LowSan Juan, PR2026-11-02
Armstrong Advisory Group, Inc
400$24.4K0.0%ETFHighNeedham, MA2026-10-09
TFC Financial Management, Inc.
376$22.9K0.0%ETFVery LowBoston, MA2026-10-26
Capital Advisors, Ltd. LLC
375$23.0K0.0%ETFLowShaker Heights, OH2026-10-27
Physician Wealth Advisors, Inc.
362$22.0K0.0%ETFMediumMidvale, UT2026-10-20
Raiffeisen Bank International AG
346$21.0K0.0%GrowthMediumVienna, Chile2026-10-28
Wilmington Savings Fund Society, FSB
302$18.4K0.0%CoreLowWilmington, DE2026-10-23
Gables Capital Management Inc.
268$16.3K0.0%GrowthVery LowMiami, FL2026-11-04
Smallwood Wealth Investment Management, LLC
268$16.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
TD Private Client Wealth LLC
238$14.5K0.0%ETFLowNew York, NY2026-10-28
Bell Investment Advisors, Inc
231$14.1K0.0%ETFVery LowOrinda, CA2026-10-29
Cromwell Holdings LLC
228$13.9K0.0%IndexLowJackson, WY2026-10-28
James T. Borello RIA
226$13.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Elevation Wealth Partners, LLC
225$13.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Westside Investment Management, Inc.
216$13.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Piscataqua Savings Bank
204$12.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
JFS Wealth Advisors, LLC
202$12.3K0.0%ETFVery LowHermitage, PA2026-11-03
Burkett Financial Services, LLC
200$12.2K0.0%ETFLowRock Hill, SC2026-10-01
Compagnie Lombard Odier SCmA
200$12.2K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Ascentis Independent Advisors
198$12.1K0.0%ETFLowDallas, TX2026-11-03
Proathlete Wealth Management LLC
191$11.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
J.Safra Asset Management Corp
190$11.6K0.0%ETFLowNew York, NY2026-11-03
GK Wealth Management LLC
188$11.4K0.0%GARPVery HighReno, NV2026-10-09
Avion Wealth
182$11.0K0.0%ETFLowThe Woodlands, TX2026-11-04
MV Capital Management, Inc.
175$10.7K0.0%ETFLowBethesda, MD2026-10-29
Private Wealth Management Group, LLC
172$10.5K0.0%ETFLowPrinceton, NJ2026-10-19
Arlington Trust Co LLC
168$10.2K0.0%ETFMediumBirmingham, AL2026-10-20
True Wealth Design, LLC
167$10.2K0.0%ETFMediumAkron, OH2026-10-13
Hickory Point Bank & Trust
155$9.4K0.0%CoreVery LowDecatur, IL2026-10-01
Farmers & Merchants Investments Inc
150$9.1K0.0%CoreVery LowLincoln, NE2026-10-22
Acumen Wealth Advisors, LLC
149$9.1K0.0%GrowthHighChattanooga, TN2026-11-05
Tounjian Advisory Partners, LLC
143$8.7K0.0%GrowthHighFort Myers, FL2026-11-04
SRH Advisors, LLC
136$8.3K0.0%ETFVery LowSalina, KS2026-10-22
Bare Financial Services, Inc
134$8.2K0.0%ETFVery LowGap, PA2026-11-04
SBI Securities Co., Ltd.
133$8.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Silver Grove Financial Group, Inc.
133$8.1K0.0%CoreMediumOrchard Park, NY2026-11-05
West Paces Advisors Inc.
120$7.3K0.0%ETFLowAtlanta, GA2026-10-13
North Star Investment Management Corp.
115$7.0K0.0%CoreLowChicago, IL2026-10-27
Fortitude Family Office, LLC
111$6.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Tompkins Financial Corp
111$6.8K0.0%CoreLowIthaca, NY2026-10-05
Spire Wealth Management
110$6.7K0.0%GrowthMediumMclean, VA2026-10-30
UMB Private Wealth Management, LLC
103$6.3K0.0%GrowthN/AKansas City, MO2026-10-19
Hughes Financial Services, LLC
96$6.5K0.0%ETFLowHerndon, VA2026-10-30
Meriwether Wealth & Planning, LLC
90$5.5K0.0%ETFMediumMinden, LA2026-10-13
High Note Wealth, LLC
87$5.3K0.0%ETFVery LowDeephaven, MN2026-10-27
Carolina Wealth Advisors, LLC
84$5.1K0.0%YieldHighMyrtle Beach, SC2026-10-23
Key FInancial Inc
84$5.1K0.0%ETFLowWest Chester, PA2026-11-02
City State Bank
74$4.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Planning Strategies Inc.
72$4.4K0.0%ETFN/ALancaster, PA2026-10-02
Financial Consulate, Inc
71$4.3K0.0%ETFLowHunt Valley, MD2026-10-23
Union Savings Bank
68$4.1K0.0%CoreLowLitchfield, CT2026-10-14
Aspect Partners, LLC
67$4.1K0.0%ETFMediumFairfax, VA2026-10-20
Central Trust Co
58$3.5K0.0%CoreLowJefferson City, MO2026-11-05
Manchester Capital Management LLC
56$3.4K0.0%CoreLowManchester, VT2026-10-22
Ascentis Wealth Management, LLC
55$3.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Private Trust Co NA
55$3.4K0.0%CoreLowCleveland, OH2026-10-20
Creative Financial Designs Inc
50$3.0K0.0%ETFMediumKokomo, IN2026-11-04
Bay Harbor Wealth Management, LLC
49$3.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Princeton Global Asset Management LLC
48$2.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Rossby Financial, LCC
48$2.9K0.0%ETFMediumMelbourne, FL2026-11-05
Marquette Asset Management, LLC
47$2.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Cassaday & Co Wealth Management LLC
46$2.8K0.0%ETFVery LowMclean, VA2026-10-27
Signature Equity Partners, LLC
46$2.8K0.0%GrowthMediumColumbus, OH2026-10-29
Bokf, NA
43$2.6K0.0%CoreLowTulsa, OK2026-10-27
Nvwm, LLC
40$2.4K0.0%GrowthMediumYardley, PA2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
40$2.4K0.0%GrowthMediumIndianapolis, IN2026-10-14
Valley National Advisers Inc
35$2.1K0.0%ETFLowBethlehem, PA2026-10-23
Cape Investment Advisory, Inc.
33$2.0K0.0%ETFLowMcdonough, GA2026-10-13
American Capital Advisory, LLC
31$1.9K0.0%ETFLowKetchum, ID2026-10-28
Pension & Wealth Management Advisors, Inc.
30$1.8K0.0%ETFLowWaltham, MA2026-10-16
Three Bridge Wealth Advisors, LLC
28$1.7K0.0%ETFLowLos Altos, CA2026-11-05
Toth Financial Advisory Corp
23$1.4K0.0%CoreLowLeesburg, VA2026-10-08
DiNuzzo Private Wealth, Inc.
23$1.4K0.0%ETFLowBeaver, PA2026-10-16
Jacobi Capital Management LLC
22$1.3K0.0%CoreLowPittston, PA2026-11-05
Bfsg, LLC
21$1.3K0.0%CoreLowIrvine, CA2026-10-30
Abound Wealth Management
21$1.3K0.0%ETFVery LowFranklin, TN2026-10-26
Evolution Wealth Management Inc.
21$1.3K0.0%ETFMediumFort Myers, FL2026-10-28
Davis Capital Management
20$1.2K0.0%CoreLowJacksonville, FL2026-10-08
Asset Dedication, LLC
19$1.2K0.0%ETFLowSan Francisco, CA2026-11-03
Barnes Dennig Private Wealth Management LLC
18$1.1K0.0%CoreLowCincinnati, OH2026-10-30
WPG Advisers, LLC
17$1.0K0.0%CoreLowBaltimore, MD2026-10-27
Breakwater Investment Management
16$9750.0%ETFLowSeattle, WA2026-10-20
Creative Capital Management Investments LLC
16$9740.0%ETFLowSan Diego, CA2026-10-28
DT Investment Partners, LLC
15$9140.0%ETFVery LowChadds Ford, PA2026-10-27
Financial Management Professionals, Inc.
14$8530.0%ETFMediumAustin, TX2026-10-23
Marshall & Sterling Wealth Advisors Inc.
13$8030.0%ETFMediumPoughkeepsie, NY2026-10-28
Retirement Wealth Solutions LLC
12$7310.0%ETFLowMarshfield, WI2026-10-07
Albion Financial Group
12$7430.0%GrowthLowSalt Lake City, UT2026-10-21
Wolff Wiese Magana LLC
10$6090.0%GrowthLowCarslbad, CA2026-10-15
Quaker Wealth Management, LLC
10$6090.0%ETFMediumMoorestown, NJ2026-10-22
WestEnd Advisors, LLC
10$6090.0%ETFMediumCharlotte, NC2026-10-27
Nvest Wealth Strategies, Inc.
10$6100.0%ETFVery LowPowell, OH2026-10-14
Register Financial Advisors LLC
8$4870.0%GARPLowAtlanta, GA2026-10-23
Highline Wealth Partners LLC
8$4870.0%ETFMediumSherman Oaks, CA2026-10-19
Strengthening Families & Communities, LLC
7$4260.0%CoreMediumBoston, MA2026-10-21
William Mack & Associates, Inc.
6$3660.0%ETFLowTroy, MI2026-10-27
DecisionPoint Financial, LLC
6$3710.0%ETFVery LowMesa, AZ2026-10-27
Salomon & Ludwin, LLC
6$3650.0%ETFVery LowRichmond, VA2026-10-29
Maseco LLP
5$3050.0%ETFVery LowLondon, United Kingdom2026-10-27
Godsey & Gibb, Inc
4$2440.0%CoreLowRichmond, VA2026-10-14
Gilpin Wealth Management, LLC
2$1220.0%GrowthLowDenver, CO2026-10-09
Maryland Capital Advisors Inc.
1$610.0%ETFVery LowChester, MD2026-10-15
Nfsg Corp
1$610.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Lloyd Advisory Services, Llc.
0$140.0%ETFVery HighSuwanee, GA2026-11-02
Balance Wealth Partners LLC
0$00.0%ETFMediumWorthington, OH2026-10-27