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CGI Inc (GIB)

CUSIP: 12532H104 | NYSE | Technology · Information Technology Services | Large Cap | 840 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13GFIL Limited12,369,2596.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13GFIL Limited12,369,259
6.6% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

MacKenzie Financial Corp4,983,351
0.4% of portfolio›$338.7M
Fiera Capital Corp3,191,430
0.9% of portfolio›$217.2M
Beutel, Goodman & Co Ltd.2,845,117
3.3% of portfolio›$193.9M
Geode Capital Management, LLC2,762,197
0.0% of portfolio›$192.9M
Barclays PLC1,636,332
0.0% of portfolio›$111.3M
QV Investors Inc.903,907
8.9% of portfolio›$61.6M
Deutsche Bank Ag\715,169
0.0% of portfolio›$48.7M
Dimensional Fund Advisors LP637,161
0.0% of portfolio›$43.3M
TD Waterhouse Canada Inc.588,851
0.1% of portfolio›$41.6M
Amundi434,178
0.0% of portfolio›$29.5M
Montrusco Bolton Investments Inc.421,178
0.5% of portfolio›$28.7M
Morguard Lincluden Global Investments Ltd407,740
0.0% of portfolio›$39.4K
New South Capital Management Inc388,879
1.7% of portfolio›$26.5M
Citigroup Inc362,535
0.0% of portfolio›$24.7M
Bank of New York Mellon Corp341,961
0.0% of portfolio›$23.3M
CIBC Asset Management Inc245,670
0.0% of portfolio›$16.9M
Rempart Asset Management Inc.239,659
3.2% of portfolio›$15.5M
Pictet Asset Management Holding SA157,726
0.0% of portfolio›$10.7M
Creative Planning151,621
0.0% of portfolio›$10.3M
Addenda Capital Inc.145,039
0.4% of portfolio›$14.0M
SEB Asset Management AB131,656
0.0% of portfolio›$9.0M
Cardinal Point Capital Management ULC130,553
0.5% of portfolio›$8.9M
Russell Investments Group, Ltd.128,987
0.0% of portfolio›$8.8M
DekaBank Deutsche Girozentrale101,343
0.0% of portfolio›$6.9M
AGF Management LTD77,066
0.0% of portfolio›$7.5M
Canoe Financial LP65,000
0.1% of portfolio›$4.6M
Mn Services Vermogensbeheer B.V.58,052
0.1% of portfolio›$4.0M
Swiss Life Asset Management Ltd56,437
0.0% of portfolio›$3.8M
Ritholtz Wealth Management47,583
0.0% of portfolio›$3.2M
Louisbourg Investments Inc.47,173
0.6% of portfolio›$3.2M
Achmea Investment Management B.V.45,965
0.0% of portfolio›$3.1M
Principal Financial Group Inc45,051
0.0% of portfolio›$3.1M
Tweedy, Browne Co LLC36,420
0.2% of portfolio›$2.5M
Ethic Inc.32,271
0.0% of portfolio›$2.2M
Lester Murray Antman dba SimplyRich31,215
0.5% of portfolio›$2.1M
GHP Investment Advisors, Inc.30,740
0.1% of portfolio›$2.1M
Thrivent Financial for Lutherans29,617
0.0% of portfolio›$2.0M
Kathmere Capital Management, LLC28,442
0.1% of portfolio›$1.9M
Plato Investment Management Ltd26,444
0.1% of portfolio›$1.8M
PensionDanmark Pensionsforsikringsaktieselskab26,018
0.0% of portfolio›$1.8M
Avanza Fonder AB24,448
0.0% of portfolio›$2.4M
Generali Asset Management SPA SGR21,749
0.0% of portfolio›$2.1M
111 Capital16,957
0.2% of portfolio›$1.2M
Nykredit A/S16,256
0.0% of portfolio›$1.1M
Cidel Asset Management Inc14,941
0.0% of portfolio›$1.0M
Guardian Partners Inc.14,904
0.1% of portfolio›$1.0M
Gulf International Bank (UK) Ltd14,703
0.0% of portfolio›$999.0K
UniSuper Management Pty Ltd13,225
0.0% of portfolio›$1.3M
Woodmont Investment Counsel LLC11,709
0.0% of portfolio›$796.6K
LPL Financial LLC11,602
0.0% of portfolio›$789.3K
Vise Technologies, Inc.11,315
0.0% of portfolio›$769.8K
Aprio Wealth Management, LLC11,276
0.0% of portfolio›$767.1K
Henry James International Management Inc.11,154
0.2% of portfolio›$758.8K
Vest Financial, LLC10,992
0.0% of portfolio›$747.8K
J. Safra Sarasin Holding AG10,724
0.0% of portfolio›$756.1K
Pinnacle Associates LTD10,500
0.0% of portfolio›$714.3K
KFA Private Wealth Group, LLC10,331
0.2% of portfolio›$702.8K
MQS Management LLC8,945
0.4% of portfolio›$608.5K
Natixis8,718
0.0% of portfolio›$593.1K
Crossmark Global Holdings, Inc.8,378
0.0% of portfolio›$570.0K
MinichMacGregor Wealth Management, LLC7,834
0.1% of portfolio›$532.9K
CenterBook Partners LP7,820
0.0% of portfolio›$532.0K
Tobam7,717
0.0% of portfolio›$747
Aaron Wealth Advisors LLC7,549
0.0% of portfolio›$513.6K
Ascent Group, LLC7,151
0.0% of portfolio›$486.5K
Signaturefd, LLC6,856
0.0% of portfolio›$466.4K
Aspect Partners, LLC6,799
0.2% of portfolio›$462.5K
ASR Vermogensbeheer N.V.6,362
0.0% of portfolio›$433.6K
Harbor Group, Inc.6,275
0.1% of portfolio›$426.9K
Viewpoint Investment Partners Corp6,250
0.1% of portfolio›$424.3K
Commonwealth Equity Services, LLC6,240
0.0% of portfolio›$424.5K
Oslo Pensjonsforsikring AS5,400
0.0% of portfolio›$368.0K
D'Orazio & Associates, Inc.4,995
0.0% of portfolio›$339.8K
Net Worth Advisory Group4,976
0.1% of portfolio›$353.2K
Lynch & Associates4,526
0.0% of portfolio›$307.9K
Savant Capital, LLC4,305
0.0% of portfolio›$292.9K
Wespac Advisors SoCal, LLC4,300
0.1% of portfolio›$292.5K
Cassaday & Co Wealth Management LLC4,212
0.0% of portfolio›$287.1K
Compound Planning, Inc.3,878
0.0% of portfolio›$263.8K
Rossby Financial, LCC3,868
0.0% of portfolio›$263.1K
Kestra Advisory Services, LLC3,844
0.0% of portfolio›$261.5K
Crestwood Advisors Group, LLC3,828
0.0% of portfolio›$260.4K
Mission Wealth Management, LP3,660
0.0% of portfolio›$249.0K
Assenagon Asset Management S.A.3,648
0.0% of portfolio›$248.6K
Brookstone Capital Management3,519
0.0% of portfolio›$239.4K
Baron Wealth Management LLC3,515
0.1% of portfolio›$239.1K
Sigma Planning Corp3,355
0.0% of portfolio›$228.2K
Cigna Investments Inc3,259
0.1% of portfolio›$222.0K
Atria Investments, Inc3,188
0.0% of portfolio›$216.9K
US Bancorp \de\3,151
0.0% of portfolio›$214.4K
Fulcrum Asset Management LLP3,121
0.0% of portfolio›$212.2K
Vontobel Holding Ltd.3,035
0.0% of portfolio›$206.3K
Allworth Financial LP2,512
0.0% of portfolio›$162.2K
Versant Capital Management, Inc2,313
0.0% of portfolio›$157.6K
Lloyd Advisory Services, Llc.2,300
0.1% of portfolio›$156.5K
Farther Finance Advisors, LLC1,732
0.0% of portfolio›$117.9K
LSV Asset Management1,400
0.0% of portfolio›$95.0K
Caitong International Asset Management Co., Ltd1,275
0.0% of portfolio›$86.7K
Clearstead Advisors, LLC1,247
0.0% of portfolio›$84.9K
Fideuram Asset Management (Ireland) dac1,232
0.0% of portfolio›$124.3K
Chilton Capital Management LLC1,232
0.0% of portfolio›$83.8K
Hughes Financial Services, LLC1,221
0.0% of portfolio›$97.2K
EverSource Wealth Advisors, LLC1,208
0.0% of portfolio›$82.2K
Mather Group, Llc.1,103
0.0% of portfolio›$75.0K
PNC Financial Services Group, Inc.1,051
0.0% of portfolio›$71.5K
Leonteq Securities AG1,002
0.0% of portfolio›$96.9K
State of Wyoming948
0.0% of portfolio›$64.5K
Parallel Advisors, LLC947
0.0% of portfolio›$64.4K
Fifth Third Bancorp862
0.0% of portfolio›$58.6K
Gen-Wealth Partners Inc511
0.0% of portfolio›$34.8K
Cullen T Bankers, Inc.500
0.0% of portfolio›$34.0K
Manchester Capital Management LLC284
0.0% of portfolio›$19.3K
Bell Investment Advisors, Inc247
0.0% of portfolio›$16.8K
Burk Holdings LLC237
0.0% of portfolio›$16.1K
Bare Financial Services, Inc234
0.0% of portfolio›$15.9K
Elevation Wealth Partners, LLC212
0.0% of portfolio›$14.4K
Larson Financial Group LLC207
0.0% of portfolio›$14.1K
IFP Advisors, Inc182
0.0% of portfolio›$12.4K
MassMutual Private Wealth & Trust, FSB166
0.0% of portfolio›$11.3K
True Wealth Design, LLC140
0.0% of portfolio›$9.5K
JFS Wealth Advisors, LLC113
0.0% of portfolio›$7.7K
Spire Wealth Management110
0.0% of portfolio›$7.5K
Cromwell Holdings LLC103
0.0% of portfolio›$7.0K
Princeton Global Asset Management LLC97
0.0% of portfolio›$6.6K
Pinnacle Wealth Planning Services, Inc.96
0.0% of portfolio›$6.5K
Zions Bancorporation, National Association94
0.0% of portfolio›$6.4K
Silver Grove Financial Group, Inc.90
0.0% of portfolio›$6.1K
Central Trust Co56
0.0% of portfolio›$3.8K
TD Private Client Wealth LLC35
0.0% of portfolio›$2.4K
Rothwell Investment Advisors, LLC35
0.0% of portfolio›$2.4K
Fairman Group, LLC31
0.0% of portfolio›$2.1K
Ascentis Wealth Management, LLC24
0.0% of portfolio›$1.6K
Financial Consulate, Inc23
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.23
0.0% of portfolio›$1.6K
Golden State Wealth Management, LLC20
0.0% of portfolio›$1.4K
Gold Investment Management Ltd.16
0.0% of portfolio›$1.1K
Buck Wealth Strategies, LLC14
0.0% of portfolio›$952
Clark Wealth Partners13
0.0% of portfolio›$885
North Star Investment Management Corp.11
0.0% of portfolio›$748
SBI Securities Co., Ltd.10
0.0% of portfolio›$680
MV Capital Management, Inc.10
0.0% of portfolio›$681
Breakwater Investment Management10
0.0% of portfolio›$681
Root Financial Partners, LLC10
0.0% of portfolio›$680
SJS Investment Consulting Inc.9
0.0% of portfolio›$613
Gamma Investing LLC5
0.0% of portfolio›$340
Assetmark, Inc5
0.0% of portfolio›$340
StyleTurnoverLocationFiled
MacKenzie Financial Corp
4,983,351$338.7M0.4%CoreMediumToronto Ontario, Australia2026-11-02
Fiera Capital Corp
3,191,430$217.2M0.9%CoreMediumMontreal, Austria2026-11-06
Beutel, Goodman & Co Ltd.
2,845,117$193.9M3.3%ValueMediumToronto, Australia2026-11-04
Geode Capital Management, LLC
2,762,197$192.9M0.0%IndexVery LowBoston, MA2026-11-06
Barclays PLC
1,636,332$111.3M0.0%CoreMediumLondon, United Kingdom2026-11-06
QV Investors Inc.
903,907$61.6M8.9%ValueMediumCalgary, Abu Dhabi2026-10-20
Deutsche Bank Ag\
715,169$48.7M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Dimensional Fund Advisors LP
637,161$43.3M0.0%IndexLowAustin, TX2026-11-04
TD Waterhouse Canada Inc.
588,851$41.6M0.1%CoreLowToronto, Australia2026-10-16
Amundi
434,178$29.5M0.0%CoreMediumParis, India2026-11-06
Montrusco Bolton Investments Inc.
421,178$28.7M0.5%GrowthMediumMontreal, Austria2026-10-13
Morguard Lincluden Global Investments Ltd
407,740$39.4K0.0%Deep ValueLowMississauga, Australia2026-10-28
New South Capital Management Inc
388,879$26.5M1.7%ValueLowMemphis, TN2026-11-05
Citigroup Inc
362,535$24.7M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
341,961$23.3M0.0%CoreLowNew York, NY2026-11-05
CIBC Asset Management Inc
245,670$16.9M0.0%GARPLowToronto, South Africa2026-11-05
Rempart Asset Management Inc.
239,659$15.5M3.2%ValueVery LowMontreal, South Africa2026-10-20
Pictet Asset Management Holding SA
157,726$10.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Creative Planning
151,621$10.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Addenda Capital Inc.
145,039$14.0M0.4%GARPLowMontreal, Austria2026-10-13
SEB Asset Management AB
131,656$9.0M0.0%CoreN/AStockholm, Sweden2026-11-04
Cardinal Point Capital Management ULC
130,553$8.9M0.5%ValueLowToronto, Australia2026-10-21
Russell Investments Group, Ltd.
128,987$8.8M0.0%CoreLowSeattle, WA2026-11-06
DekaBank Deutsche Girozentrale
101,343$6.9M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
AGF Management LTD
77,066$7.5M0.0%GrowthHighToronto, Australia2026-11-03
Canoe Financial LP
65,000$4.6M0.1%ValueMediumCalgary, Abu Dhabi2026-10-21
Mn Services Vermogensbeheer B.V.
58,052$4.0M0.1%CoreVery LowThe Hague, Philippines2026-10-08
Swiss Life Asset Management Ltd
56,437$3.8M0.0%CoreLowZurich, Switzerland2026-11-03
Ritholtz Wealth Management
47,583$3.2M0.0%IndexLowNew York, NY2026-11-05
Louisbourg Investments Inc.
47,173$3.2M0.6%GARPMediumDieppe, Armenia2026-10-20
Achmea Investment Management B.V.
45,965$3.1M0.0%CoreMediumZeist, Philippines2026-10-30
Principal Financial Group Inc
45,051$3.1M0.0%CoreLowDes Moines, IA2026-11-02
Tweedy, Browne Co LLC
36,420$2.5M0.2%Deep ValueLowStamford, CT2026-11-04
Ethic Inc.
32,271$2.2M0.0%CoreLowNew York, NY2026-11-03
Lester Murray Antman dba SimplyRich
31,215$2.1M0.5%Deep ValueVery LowCarlsbad, CA2026-11-06
GHP Investment Advisors, Inc.
30,740$2.1M0.1%CoreVery LowDenver, CO2026-10-15
Thrivent Financial for Lutherans
29,617$2.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Kathmere Capital Management, LLC
28,442$1.9M0.1%ETFLowWayne, PA2026-10-20
Plato Investment Management Ltd
26,444$1.8M0.1%CoreLowSydney, China2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab
26,018$1.8M0.0%IndexLowCopenhagen O, Greece2026-10-19
Avanza Fonder AB
24,448$2.4M0.0%GrowthLowStockholm, Sweden2026-10-13
Generali Asset Management SPA SGR
21,749$2.1M0.0%CoreLowTrieste, Latvia2026-10-26
111 Capital
16,957$1.2M0.2%CoreVery HighParis, India2026-11-03
Nykredit A/S
16,256$1.1M0.0%CoreN/ANordhavn, Greece2026-11-06
Cidel Asset Management Inc
14,941$1.0M0.0%CoreMediumToronto, Australia2026-10-29
Guardian Partners Inc.
14,904$1.0M0.1%ValueMediumToronto, South Africa2026-10-21
Gulf International Bank (UK) Ltd
14,703$999.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
UniSuper Management Pty Ltd
13,225$1.3M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Woodmont Investment Counsel LLC
11,709$796.6K0.0%GARPVery LowNashville, TN2026-10-29
LPL Financial LLC
11,602$789.3K0.0%IndexVery LowFort Mill, SC2026-11-06
Vise Technologies, Inc.
11,315$769.8K0.0%IndexLowNew York, NY2026-10-29
Aprio Wealth Management, LLC
11,276$767.1K0.0%ETFMediumAtlanta, GA2026-10-28
Henry James International Management Inc.
11,154$758.8K0.2%GARPLowNew York, NY2026-10-14
Vest Financial, LLC
10,992$747.8K0.0%ValueMediumMclean, VA2026-10-21
J. Safra Sarasin Holding AG
10,724$756.1K0.0%CoreMediumBasel, Switzerland2026-10-26
Pinnacle Associates LTD
10,500$714.3K0.0%CoreLowNew York, NY2026-10-20
KFA Private Wealth Group, LLC
10,331$702.8K0.2%ETFLowTysons, VA2026-10-07
MQS Management LLC
8,945$608.5K0.4%Deep ValueVery HighNew York, NY2026-11-06
Natixis
8,718$593.1K0.0%GARPHighParis, India2026-11-06
Crossmark Global Holdings, Inc.
8,378$570.0K0.0%GARPMediumHouston, TX2026-10-21
MinichMacGregor Wealth Management, LLC
7,834$532.9K0.1%ETFHighSaratoga Springs, NY2026-10-14
CenterBook Partners LP
7,820$532.0K0.0%ValueVery HighGreenwich, CT2026-11-02
Tobam
7,717$7470.0%ValueHighParis, India2026-11-03
Aaron Wealth Advisors LLC
7,549$513.6K0.0%GrowthMediumChicago, IL2026-10-13
Ascent Group, LLC
7,151$486.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Signaturefd, LLC
6,856$466.4K0.0%IndexLowAtlanta, GA2026-10-23
Aspect Partners, LLC
6,799$462.5K0.2%ETFMediumFairfax, VA2026-10-20
ASR Vermogensbeheer N.V.
6,362$433.6K0.0%CoreLowUtrecht, Philippines2026-10-16
Harbor Group, Inc.
6,275$426.9K0.1%ETFVery LowBedford, NH2026-10-14
Viewpoint Investment Partners Corp
6,250$424.3K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Commonwealth Equity Services, LLC
6,240$424.5K0.0%ETFLowWaltham, MA2026-11-02
Oslo Pensjonsforsikring AS
5,400$368.0K0.0%ValueLowOslo, Norway2026-10-15
D'Orazio & Associates, Inc.
4,995$339.8K0.0%ETFLowVienna, VA2026-11-04
Net Worth Advisory Group
4,976$353.2K0.1%GARPMediumSandy, UT2026-10-20
Lynch & Associates
4,526$307.9K0.0%CoreVery LowEvansville, IN2026-10-13
Savant Capital, LLC
4,305$292.9K0.0%IndexVery LowRockford, IL2026-11-06
Wespac Advisors SoCal, LLC
4,300$292.5K0.1%GrowthMediumPasadena, CA2026-10-13
Cassaday & Co Wealth Management LLC
4,212$287.1K0.0%ETFVery LowMclean, VA2026-10-27
Compound Planning, Inc.
3,878$263.8K0.0%CoreLowNew York, NY2026-11-05
Rossby Financial, LCC
3,868$263.1K0.0%ETFMediumMelbourne, FL2026-11-05
Kestra Advisory Services, LLC
3,844$261.5K0.0%CoreLowAustin, TX2026-11-02
Crestwood Advisors Group, LLC
3,828$260.4K0.0%GrowthLowBoston, MA2026-10-27
Mission Wealth Management, LP
3,660$249.0K0.0%ETFLowSanta Barbara, CA2026-10-15
Assenagon Asset Management S.A.
3,648$248.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Brookstone Capital Management
3,519$239.4K0.0%ETFMediumWheaton, IL2026-10-22
Baron Wealth Management LLC
3,515$239.1K0.1%CoreLowTroy, MI2026-10-27
Sigma Planning Corp
3,355$228.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cigna Investments Inc
3,259$222.0K0.1%CoreVery LowBloomfield, CT2026-10-19
Atria Investments, Inc
3,188$216.9K0.0%CoreMediumCharlotte, NC2026-10-15
US Bancorp \de\
3,151$214.4K0.0%IndexLowMinneapolis, MN2026-11-05
Fulcrum Asset Management LLP
3,121$212.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Vontobel Holding Ltd.
3,035$206.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Allworth Financial LP
2,512$162.2K0.0%IndexLowFolsom, CA2026-11-06
Versant Capital Management, Inc
2,313$157.6K0.0%GARPLowPhoenix, AZ2026-10-02
Lloyd Advisory Services, Llc.
2,300$156.5K0.1%ETFVery HighSuwanee, GA2026-11-02
Farther Finance Advisors, LLC
1,732$117.9K0.0%IndexLowSan Francisco, CA2026-10-08
LSV Asset Management
1,400$95.0K0.0%Deep ValueMediumChicago, IL2026-11-06
Caitong International Asset Management Co., Ltd
1,275$86.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Clearstead Advisors, LLC
1,247$84.9K0.0%ETFLowCleveland, OH2026-11-06
Fideuram Asset Management (Ireland) dac
1,232$124.3K0.0%CoreHighDublin 1, Lithuania2026-10-29
Chilton Capital Management LLC
1,232$83.8K0.0%GrowthMediumHouston, TX2026-10-28
Hughes Financial Services, LLC
1,221$97.2K0.0%ETFLowHerndon, VA2026-10-30
EverSource Wealth Advisors, LLC
1,208$82.2K0.0%CoreMediumBirmingham, AL2026-11-04
Mather Group, Llc.
1,103$75.0K0.0%ETFMediumChicago, IL2026-10-14
PNC Financial Services Group, Inc.
1,051$71.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Leonteq Securities AG
1,002$96.9K0.0%CoreHighZurich, Switzerland2026-10-29
State of Wyoming
948$64.5K0.0%ValueHighCheyenne, WY2026-10-28
Parallel Advisors, LLC
947$64.4K0.0%IndexLowSan Francisco, CA2026-11-03
Fifth Third Bancorp
862$58.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Gen-Wealth Partners Inc
511$34.8K0.0%CoreLowZeeland, MI2026-11-04
Cullen T Bankers, Inc.
500$34.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Manchester Capital Management LLC
284$19.3K0.0%CoreLowManchester, VT2026-10-22
Bell Investment Advisors, Inc
247$16.8K0.0%ETFVery LowOrinda, CA2026-10-29
Burk Holdings LLC
237$16.1K0.0%ETFVery LowTulsa, OK2026-11-05
Bare Financial Services, Inc
234$15.9K0.0%ETFVery LowGap, PA2026-11-04
Elevation Wealth Partners, LLC
212$14.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Larson Financial Group LLC
207$14.1K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
182$12.4K0.0%GrowthLowTampa, FL2026-10-16
MassMutual Private Wealth & Trust, FSB
166$11.3K0.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
140$9.5K0.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
113$7.7K0.0%ETFVery LowHermitage, PA2026-11-03
Spire Wealth Management
110$7.5K0.0%GrowthMediumMclean, VA2026-10-30
Cromwell Holdings LLC
103$7.0K0.0%IndexLowJackson, WY2026-10-28
Princeton Global Asset Management LLC
97$6.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Pinnacle Wealth Planning Services, Inc.
96$6.5K0.0%GARPLowMansfield, OH2026-10-27
Zions Bancorporation, National Association
94$6.4K0.0%CoreMediumSalt Lake City, UT2026-11-06
Silver Grove Financial Group, Inc.
90$6.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Central Trust Co
56$3.8K0.0%CoreLowJefferson City, MO2026-11-05
TD Private Client Wealth LLC
35$2.4K0.0%ETFLowNew York, NY2026-10-28
Rothwell Investment Advisors, LLC
35$2.4K0.0%N/AN/ASalem, MA2026-11-06
Fairman Group, LLC
31$2.1K0.0%ETFLowChesterbrook, PA2026-10-26
Ascentis Wealth Management, LLC
24$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Consulate, Inc
23$1.6K0.0%ETFLowHunt Valley, MD2026-10-23
Physician Wealth Advisors, Inc.
23$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Golden State Wealth Management, LLC
20$1.4K0.0%ETFMediumSanta Ana, CA2026-11-02
Gold Investment Management Ltd.
16$1.1K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Buck Wealth Strategies, LLC
14$9520.0%ValueMediumDenver, CO2026-10-28
Clark Wealth Partners
13$8850.0%ETFVery LowO'Fallon, IL2026-10-19
North Star Investment Management Corp.
11$7480.0%CoreLowChicago, IL2026-10-27
SBI Securities Co., Ltd.
10$6800.0%Agg GrowthLowTokyo, Mexico2026-10-22
MV Capital Management, Inc.
10$6810.0%ETFLowBethesda, MD2026-10-29
Breakwater Investment Management
10$6810.0%ETFLowSeattle, WA2026-10-20
Root Financial Partners, LLC
10$6800.0%ETFMediumEncinitas, CA2026-10-21
SJS Investment Consulting Inc.
9$6130.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
5$3400.0%IndexVery LowFoster City, CA2026-10-08
Assetmark, Inc
5$3400.0%ETFLowConcord, CA2026-10-21