IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

CNO Financial Group Inc (CNO)

CUSIP: 12621E103 | NYSE | Financial Services · Insurance - Life | Mid Cap | 1093 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,378,272
0.0% of portfolio›$178.7M
Pzena Investment Management LLC2,064,300
0.3% of portfolio›$109.2M
Principal Financial Group Inc1,278,478
0.0% of portfolio›$67.6M
Assenagon Asset Management S.A.855,405
0.0% of portfolio›$45.3M
Bank of New York Mellon Corp811,249
0.0% of portfolio›$42.9M
Paradice Investment Management LLC273,329
2.4% of portfolio›$14.5M
Congress Asset Management Co215,953
0.1% of portfolio›$11.4M
Kestrel Investment Management Corp144,950
4.4% of portfolio›$7.7M
Creative Planning139,856
0.0% of portfolio›$7.4M
Citigroup Inc134,842
0.0% of portfolio›$7.1M
SEB Asset Management AB105,371
0.0% of portfolio›$5.6M
New York State Teachers Retirement System97,657
0.0% of portfolio›$5.2M
Retirement Systems of Alabama95,431
0.0% of portfolio›$5.0M
Moran Wealth Management, LLC69,673
0.1% of portfolio›$3.7M
Allspring Global Investments Holdings, LLC66,163
0.0% of portfolio›$3.5M
Fifth Third Bancorp63,105
0.0% of portfolio›$3.3M
Thrivent Financial for Lutherans45,185
0.0% of portfolio›$2.4M
Strs Ohio40,400
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC39,750
0.0% of portfolio›$2.1M
Amalgamated Bank39,685
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D32,871
0.0% of portfolio›$1.7M
Mutual of America Capital Management LLC32,795
0.0% of portfolio›$1.7M
Harbor Capital Advisors, Inc.32,094
0.3% of portfolio›$1.7M
MacKenzie Financial Corp27,975
0.0% of portfolio›$1.5M
Louisiana State Employees Retirement System27,500
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC25,880
0.0% of portfolio›$1.4M
Arizona State Retirement System25,635
0.0% of portfolio›$1.4M
Legacy Advisors, LLC24,472
0.1% of portfolio›$1.3M
New Mexico Educational Retirement Board23,400
0.1% of portfolio›$1.2M
Nisa Investment Advisors, LLC23,374
0.0% of portfolio›$1.2M
Everhart Financial Group, Inc.22,536
0.1% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS22,084
0.0% of portfolio›$1.2M
State of Michigan Retirement System21,751
0.0% of portfolio›$1.2M
Uncommon Cents Investing Inc20,640
0.2% of portfolio›$1.1M
Vise Technologies, Inc.20,567
0.0% of portfolio›$1.1M
First Financial Bank - Trust Division20,337
0.1% of portfolio›$1.1M
Virginia Retirement Systems ET Al20,000
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund19,208
0.0% of portfolio›$1.0M
Bailard, Inc.17,431
0.0% of portfolio›$922.3K
Achmea Investment Management B.V.16,500
0.0% of portfolio›$873.7K
ProShare Advisors LLC15,308
0.0% of portfolio›$809.9K
Pictet Asset Management Holding SA14,753
0.0% of portfolio›$780.6K
HB Wealth Management, LLC13,659
0.0% of portfolio›$595.2K
Xponance LLC13,217
0.0% of portfolio›$699.3K
Highland Capital Management, LLC12,961
0.0% of portfolio›$685.8K
State of Wyoming12,525
0.1% of portfolio›$662.7K
State of Alaska, Department of Revenue12,297
0.0% of portfolio›$649.0K
Ethic Inc.12,239
0.0% of portfolio›$647.6K
Truist Financial Corp9,168
0.0% of portfolio›$485.1K
Choreo, LLC9,138
0.0% of portfolio›$483.5K
Greenleaf Trust8,655
0.0% of portfolio›$457.9K
Citizens Financial Group Inc8,299
0.0% of portfolio›$439.1K
Y-Intercept (Hong Kong) Ltd7,803
0.0% of portfolio›$412.9K
Brighton Jones LLC7,514
0.0% of portfolio›$397.5K
Crossmark Global Holdings, Inc.7,261
0.0% of portfolio›$384.2K
Assetmark, Inc6,973
0.0% of portfolio›$368.9K
Mirae Asset Global Investments Co., Ltd.6,818
0.0% of portfolio›$360.7K
Burns Matteson Capital Management, LLC6,740
0.1% of portfolio›$356.6K
Keybank National Association6,684
0.0% of portfolio›$353.7K
Journey Advisory Group, LLC6,513
0.0% of portfolio›$344.6K
Exchange Traded Concepts, LLC6,303
0.0% of portfolio›$333.5K
Lido Advisors, LLC6,189
0.0% of portfolio›$327.5K
Perigon Wealth Management, LLC5,891
0.0% of portfolio›$311.7K
Swiss Life Asset Management Ltd5,849
0.0% of portfolio›$309.5K
Clark Asset Management, LLC5,678
0.0% of portfolio›$300.4K
MBL Wealth, LLC5,390
0.0% of portfolio›$285.2K
Axxion S.A.4,909
0.0% of portfolio›$259.7K
US Bancorp \de\4,874
0.0% of portfolio›$257.9K
111 Capital4,685
0.0% of portfolio›$247.9K
Root Financial Partners, LLC4,560
0.0% of portfolio›$241.3K
Gamma Investing LLC4,524
0.0% of portfolio›$239.4K
Fifth Third Wealth Advisors LLC4,504
0.0% of portfolio›$238.3K
Teza Capital Management LLC4,399
0.2% of portfolio›$232.8K
Trust Point Inc.4,148
0.0% of portfolio›$219.5K
Park Avenue Securities LLC3,916
0.0% of portfolio›$207.0K
Blue Trust, Inc.3,296
0.0% of portfolio›$174.4K
KBC Group NV3,295
0.0% of portfolio›$174.0K
Parallel Advisors, LLC3,007
0.0% of portfolio›$159.1K
Fulcrum Asset Management LLP2,616
0.0% of portfolio›$139.4K
Signaturefd, LLC2,583
0.0% of portfolio›$136.7K
Farther Finance Advisors, LLC2,502
0.0% of portfolio›$132.4K
Pinnacle Wealth Planning Services, Inc.2,459
0.0% of portfolio›$130.1K
Sterling Capital Management LLC1,837
0.0% of portfolio›$97.2K
EverSource Wealth Advisors, LLC1,791
0.0% of portfolio›$94.8K
Bayforest Capital Ltd1,503
0.1% of portfolio›$79.5K
Versant Capital Management, Inc1,160
0.0% of portfolio›$61.4K
Heritage Family Offices, LLP1,009
0.0% of portfolio›$53.4K
iA Global Asset Management Inc.820
0.0% of portfolio›$43.0K
Richardson Financial Services Inc.769
0.0% of portfolio›$40.7K
SJS Investment Consulting Inc.707
0.0% of portfolio›$37.4K
V-Square Quantitative Management LLC677
0.0% of portfolio›$35.8K
MassMutual Private Wealth & Trust, FSB626
0.0% of portfolio›$33.1K
IFP Advisors, Inc605
0.0% of portfolio›$32.0K
Private Wealth Management Group, LLC584
0.0% of portfolio›$30.9K
First Horizon Corp499
0.0% of portfolio›$26.4K
Larson Financial Group LLC496
0.0% of portfolio›$26.3K
Essential Partners LLC490
0.0% of portfolio›$25.9K
Mather Group, Llc.487
0.0% of portfolio›$25.7K
Fortitude Family Office, LLC483
0.0% of portfolio›$25.6K
Ares Financial Consulting, LLC427
0.0% of portfolio›$22.6K
Physician Wealth Advisors, Inc.312
0.0% of portfolio›$16.5K
Private Trust Co NA262
0.0% of portfolio›$13.9K
Bell Investment Advisors, Inc234
0.0% of portfolio›$12.4K
Capital Advisors, Ltd. LLC207
0.0% of portfolio›$11.0K
Manchester Capital Management LLC195
0.0% of portfolio›$10.3K
Valued Wealth Advisors LLC194
0.0% of portfolio›$10.3K
Owl Creek Wealth Partners LLC190
0.0% of portfolio›$10.1K
Grove Bank & Trust173
0.0% of portfolio›$9.2K
Provenance Wealth Advisors, LLC172
0.0% of portfolio›$9.1K
Elyxium Wealth, LLC170
0.0% of portfolio›$9.0K
Moisand Fitzgerald Tamayo, LLC160
0.0% of portfolio›$8.5K
Avion Wealth160
0.0% of portfolio›$8
Proathlete Wealth Management LLC134
0.0% of portfolio›$7.1K
Parkside Financial Bank & Trust102
0.0% of portfolio›$5.4K
Rossby Financial, LCC100
0.0% of portfolio›$5.3K
JFS Wealth Advisors, LLC93
0.0% of portfolio›$4.9K
Farmers & Merchants Investments Inc83
0.0% of portfolio›$4.4K
True Wealth Design, LLC65
0.0% of portfolio›$3.4K
Central Trust Co64
0.0% of portfolio›$3.4K
Bare Financial Services, Inc62
0.0% of portfolio›$3.3K
Activest Wealth Management60
0.0% of portfolio›$3.2K
Ascentis Wealth Management, LLC51
0.0% of portfolio›$2.7K
Marquette Asset Management, LLC49
0.0% of portfolio›$2.6K
Retirement Wealth Solutions LLC36
0.0% of portfolio›$1.9K
Tounjian Advisory Partners, LLC34
0.0% of portfolio›$1.8K
Nemes Rush Group LLC29
0.0% of portfolio›$1.5K
WPG Advisers, LLC29
0.0% of portfolio›$1.5K
Meriwether Wealth & Planning, LLC28
0.0% of portfolio›$1.5K
Godsey & Gibb, Inc27
0.0% of portfolio›$1.4K
Torren Management, LLC24
0.0% of portfolio›$1.3K
Birch Financial Group, LLC23
0.0% of portfolio›$1.2K
DiNuzzo Private Wealth, Inc.22
0.0% of portfolio›$1.2K
Mosley Wealth Management20
0.0% of portfolio›$1.1K
Valley National Advisers Inc18
0.0% of portfolio›$953
Highline Wealth Partners LLC16
0.0% of portfolio›$847
Westside Investment Management, Inc.15
0.0% of portfolio›$794
Arlington Trust Co LLC13
0.0% of portfolio›$688
Golden State Wealth Management, LLC12
0.0% of portfolio›$635
CoreCap Advisors, LLC10
0.0% of portfolio›$529
Nova Financial LLC9
0.0% of portfolio›$477
Hilltop National Bank9
0.0% of portfolio›$476
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$423
Albion Financial Group8
0.0% of portfolio›$436
James T. Borello RIA7
0.0% of portfolio›$370
Maseco LLP4
0.0% of portfolio›$212
Hughes Financial Services, LLC2
0.0% of portfolio›$110
Silver Grove Financial Group, Inc.1
0.0% of portfolio›$53
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,378,272$178.7M0.0%IndexLowAustin, TX2026-11-04
Pzena Investment Management LLC
2,064,300$109.2M0.3%Deep ValueMediumNew York, NY2026-10-30
Principal Financial Group Inc
1,278,478$67.6M0.0%CoreLowDes Moines, IA2026-11-02
Assenagon Asset Management S.A.
855,405$45.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bank of New York Mellon Corp
811,249$42.9M0.0%CoreLowNew York, NY2026-11-05
Paradice Investment Management LLC
273,329$14.5M2.4%ValueMediumSydney, China2026-10-19
Congress Asset Management Co
215,953$11.4M0.1%GrowthMediumBoston, MA2026-10-06
Kestrel Investment Management Corp
144,950$7.7M4.4%Deep ValueMediumSan Mateo, CA2026-11-02
Creative Planning
139,856$7.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
134,842$7.1M0.0%CoreMediumNew York, NY2026-11-04
SEB Asset Management AB
105,371$5.6M0.0%CoreN/AStockholm, Sweden2026-11-04
New York State Teachers Retirement System
97,657$5.2M0.0%CoreVery LowAlbany, NY2026-10-22
Retirement Systems of Alabama
95,431$5.0M0.0%IndexLowMontgomery, AL2026-11-04
Moran Wealth Management, LLC
69,673$3.7M0.1%CoreMediumNaples, FL2026-10-22
Allspring Global Investments Holdings, LLC
66,163$3.5M0.0%CoreMediumCharlotte, NC2026-11-04
Fifth Third Bancorp
63,105$3.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Thrivent Financial for Lutherans
45,185$2.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Strs Ohio
40,400$2.1M0.0%CoreMediumColumbus, OH2026-10-30
Wealth Enhancement Advisory Services, LLC
39,750$2.1M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
39,685$2.1M0.0%CoreVery LowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
32,871$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Mutual of America Capital Management LLC
32,795$1.7M0.0%IndexLowNew York, NY2026-10-23
Harbor Capital Advisors, Inc.
32,094$1.7M0.3%ValueHighChicago, IL2026-10-22
MacKenzie Financial Corp
27,975$1.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Louisiana State Employees Retirement System
27,500$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
25,880$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
25,635$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Legacy Advisors, LLC
24,472$1.3M0.1%ETFLowPlymouth Meeting, PA2026-10-19
New Mexico Educational Retirement Board
23,400$1.2M0.1%IndexVery LowSanta Fe, NM2026-11-05
Nisa Investment Advisors, LLC
23,374$1.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Everhart Financial Group, Inc.
22,536$1.2M0.1%ETFLowDublin, OH2026-10-08
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
22,084$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
21,751$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
Uncommon Cents Investing Inc
20,640$1.1M0.2%ValueVery LowJanesville, WI2026-10-20
Vise Technologies, Inc.
20,567$1.1M0.0%IndexLowNew York, NY2026-10-29
First Financial Bank - Trust Division
20,337$1.1M0.1%CoreLowHamilton, OH2026-10-01
Virginia Retirement Systems ET Al
20,000$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Oregon Public Employees Retirement Fund
19,208$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Bailard, Inc.
17,431$922.3K0.0%GrowthMediumFoster City, CA2026-10-13
Achmea Investment Management B.V.
16,500$873.7K0.0%CoreMediumZeist, Philippines2026-10-30
ProShare Advisors LLC
15,308$809.9K0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
14,753$780.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
HB Wealth Management, LLC
13,659$595.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Xponance LLC
13,217$699.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Highland Capital Management, LLC
12,961$685.8K0.0%GrowthMediumMemphis, TN2026-10-26
State of Wyoming
12,525$662.7K0.1%ValueHighCheyenne, WY2026-10-28
State of Alaska, Department of Revenue
12,297$649.0K0.0%CoreVery LowJuneau, AK2026-10-15
Ethic Inc.
12,239$647.6K0.0%CoreLowNew York, NY2026-11-03
Truist Financial Corp
9,168$485.1K0.0%CoreLowCharlotte, NC2026-10-30
Choreo, LLC
9,138$483.5K0.0%IndexLowRockford, IL2026-10-28
Greenleaf Trust
8,655$457.9K0.0%CoreLowKalamazoo, MI2026-10-29
Citizens Financial Group Inc
8,299$439.1K0.0%GrowthLowProvidence, RI2026-10-23
Y-Intercept (Hong Kong) Ltd
7,803$412.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Brighton Jones LLC
7,514$397.5K0.0%CoreVery LowSeattle, WA2026-11-03
Crossmark Global Holdings, Inc.
7,261$384.2K0.0%GARPMediumHouston, TX2026-10-21
Assetmark, Inc
6,973$368.9K0.0%ETFLowConcord, CA2026-10-21
Mirae Asset Global Investments Co., Ltd.
6,818$360.7K0.0%GrowthLowSeoul, Malaysia2026-11-03
Burns Matteson Capital Management, LLC
6,740$356.6K0.1%CoreMediumCorning, NY2026-10-16
Keybank National Association
6,684$353.7K0.0%CoreLowBrooklyn, OH2026-11-04
Journey Advisory Group, LLC
6,513$344.6K0.0%CoreMediumCovington, KY2026-11-04
Exchange Traded Concepts, LLC
6,303$333.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Lido Advisors, LLC
6,189$327.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Perigon Wealth Management, LLC
5,891$311.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Swiss Life Asset Management Ltd
5,849$309.5K0.0%CoreLowZurich, Switzerland2026-11-03
Clark Asset Management, LLC
5,678$300.4K0.0%ETFVery LowStratham, NH2026-10-19
MBL Wealth, LLC
5,390$285.2K0.0%ETFLowCharlotte, NC2026-10-22
Axxion S.A.
4,909$259.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
US Bancorp \de\
4,874$257.9K0.0%IndexLowMinneapolis, MN2026-11-05
111 Capital
4,685$247.9K0.0%CoreVery HighParis, India2026-11-03
Root Financial Partners, LLC
4,560$241.3K0.0%ETFMediumEncinitas, CA2026-10-21
Gamma Investing LLC
4,524$239.4K0.0%IndexVery LowFoster City, CA2026-10-08
Fifth Third Wealth Advisors LLC
4,504$238.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Teza Capital Management LLC
4,399$232.8K0.2%ValueHighAustin, TX2026-10-23
Trust Point Inc.
4,148$219.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Park Avenue Securities LLC
3,916$207.0K0.0%ETFMediumNew York, NY2026-10-26
Blue Trust, Inc.
3,296$174.4K0.0%ETFLowBrentwood, TN2026-10-15
KBC Group NV
3,295$174.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Parallel Advisors, LLC
3,007$159.1K0.0%IndexLowSan Francisco, CA2026-11-03
Fulcrum Asset Management LLP
2,616$139.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Signaturefd, LLC
2,583$136.7K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
2,502$132.4K0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
2,459$130.1K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
1,837$97.2K0.0%GARPMediumCharlotte, NC2026-10-22
EverSource Wealth Advisors, LLC
1,791$94.8K0.0%CoreMediumBirmingham, AL2026-11-04
Bayforest Capital Ltd
1,503$79.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Versant Capital Management, Inc
1,160$61.4K0.0%GARPLowPhoenix, AZ2026-10-02
Heritage Family Offices, LLP
1,009$53.4K0.0%GrowthHighScottsdale, AZ2026-11-02
iA Global Asset Management Inc.
820$43.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Richardson Financial Services Inc.
769$40.7K0.0%GrowthMediumMedway, MA2026-10-30
SJS Investment Consulting Inc.
707$37.4K0.0%ETFVery LowSylvania, OH2026-10-26
V-Square Quantitative Management LLC
677$35.8K0.0%CoreLowChicago, IL2026-10-15
MassMutual Private Wealth & Trust, FSB
626$33.1K0.0%CoreLowSpringfield, MA2026-10-05
IFP Advisors, Inc
605$32.0K0.0%GrowthLowTampa, FL2026-10-16
Private Wealth Management Group, LLC
584$30.9K0.0%ETFLowPrinceton, NJ2026-10-19
First Horizon Corp
499$26.4K0.0%CoreLowMemphis, TN2026-10-26
Larson Financial Group LLC
496$26.3K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Partners LLC
490$25.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mather Group, Llc.
487$25.7K0.0%ETFMediumChicago, IL2026-10-14
Fortitude Family Office, LLC
483$25.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Ares Financial Consulting, LLC
427$22.6K0.0%CoreLowCalabasas, CA2026-10-19
Physician Wealth Advisors, Inc.
312$16.5K0.0%ETFMediumMidvale, UT2026-10-20
Private Trust Co NA
262$13.9K0.0%CoreLowCleveland, OH2026-10-20
Bell Investment Advisors, Inc
234$12.4K0.0%ETFVery LowOrinda, CA2026-10-29
Capital Advisors, Ltd. LLC
207$11.0K0.0%ETFLowShaker Heights, OH2026-10-27
Manchester Capital Management LLC
195$10.3K0.0%CoreLowManchester, VT2026-10-22
Valued Wealth Advisors LLC
194$10.3K0.0%IndexVery LowHolladay, UT2026-11-05
Owl Creek Wealth Partners LLC
190$10.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Grove Bank & Trust
173$9.2K0.0%ETFLowMiami, FL2026-10-08
Provenance Wealth Advisors, LLC
172$9.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Elyxium Wealth, LLC
170$9.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Moisand Fitzgerald Tamayo, LLC
160$8.5K0.0%ETFVery LowOrlando, FL2026-10-15
Avion Wealth
160$80.0%ETFLowThe Woodlands, TX2026-11-04
Proathlete Wealth Management LLC
134$7.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Parkside Financial Bank & Trust
102$5.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Rossby Financial, LCC
100$5.3K0.0%ETFMediumMelbourne, FL2026-11-05
JFS Wealth Advisors, LLC
93$4.9K0.0%ETFVery LowHermitage, PA2026-11-03
Farmers & Merchants Investments Inc
83$4.4K0.0%CoreVery LowLincoln, NE2026-10-22
True Wealth Design, LLC
65$3.4K0.0%ETFMediumAkron, OH2026-10-13
Central Trust Co
64$3.4K0.0%CoreLowJefferson City, MO2026-11-05
Bare Financial Services, Inc
62$3.3K0.0%ETFVery LowGap, PA2026-11-04
Activest Wealth Management
60$3.2K0.0%ETFLowAventura, FL2026-10-15
Ascentis Wealth Management, LLC
51$2.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Marquette Asset Management, LLC
49$2.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Retirement Wealth Solutions LLC
36$1.9K0.0%ETFLowMarshfield, WI2026-10-07
Tounjian Advisory Partners, LLC
34$1.8K0.0%GrowthHighFort Myers, FL2026-11-04
Nemes Rush Group LLC
29$1.5K0.0%CoreVery LowNovi, MI2026-11-04
WPG Advisers, LLC
29$1.5K0.0%CoreLowBaltimore, MD2026-10-27
Meriwether Wealth & Planning, LLC
28$1.5K0.0%ETFMediumMinden, LA2026-10-13
Godsey & Gibb, Inc
27$1.4K0.0%CoreLowRichmond, VA2026-10-14
Torren Management, LLC
24$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
Birch Financial Group, LLC
23$1.2K0.0%CoreLowKeene, NH2026-10-27
DiNuzzo Private Wealth, Inc.
22$1.2K0.0%ETFLowBeaver, PA2026-10-16
Mosley Wealth Management
20$1.1K0.0%ETFHighAnaheim, CA2026-10-16
Valley National Advisers Inc
18$9530.0%ETFLowBethlehem, PA2026-10-23
Highline Wealth Partners LLC
16$8470.0%ETFMediumSherman Oaks, CA2026-10-19
Westside Investment Management, Inc.
15$7940.0%GrowthLowSanta Monica, CA2026-11-02
Arlington Trust Co LLC
13$6880.0%ETFMediumBirmingham, AL2026-10-20
Golden State Wealth Management, LLC
12$6350.0%ETFMediumSanta Ana, CA2026-11-02
CoreCap Advisors, LLC
10$5290.0%ETFMediumSouthfield, MI2026-10-08
Nova Financial LLC
9$4770.0%N/AN/ATucson, AZ2026-11-04
Hilltop National Bank
9$4760.0%CoreLowCasper, WY2026-10-14
Bay Harbor Wealth Management, LLC
8$4230.0%ETFMediumHunt Valley, MD2026-11-03
Albion Financial Group
8$4360.0%GrowthLowSalt Lake City, UT2026-10-21
James T. Borello RIA
7$3700.0%ETFVery LowEast Dundee, IL2026-10-16
Maseco LLP
4$2120.0%ETFVery LowLondon, United Kingdom2026-10-27
Hughes Financial Services, LLC
2$1100.0%ETFLowHerndon, VA2026-10-30
Silver Grove Financial Group, Inc.
1$530.0%CoreMediumOrchard Park, NY2026-11-05