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Cheesecake Factory Inc (CAKE)

CUSIP: 163072101 | NYSE | Consumer Cyclical · Restaurants | Mid Cap | 1310 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
13G/AFMR LLC1,432,2122.8%−2,041,840Sep 30, 202692d ahead of 13F (6,097,542 sh) · −4,665,330
13G/AFMR LLC1,432,212
2.8% of class · Sep 30, 2026−2,041,840
92d ahead of 13F (6,097,542 sh) · −4,665,330

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,244,485
0.0% of portfolio›$131.0M
Hennessy Advisors Inc626,800
2.5% of portfolio›$66.0M
Bank of New York Mellon Corp462,394
0.0% of portfolio›$48.7M
Principal Financial Group Inc380,093
0.0% of portfolio›$40.0M
Citigroup Inc197,915
0.0% of portfolio›$20.8M
TD Waterhouse Canada Inc.127,704
0.0% of portfolio›$13.8M
Creative Planning118,640
0.0% of portfolio›$12.5M
Decker Retirement Planning Inc.75,744
2.6% of portfolio›$8.0M
New York State Teachers Retirement System51,638
0.0% of portfolio›$5.4M
Long Road Investment Counsel, LLC41,520
1.7% of portfolio›$4.4M
Allspring Global Investments Holdings, LLC40,626
0.0% of portfolio›$4.4M
Imc-Chicago, LLC34,613
0.0% of portfolio›$3.6M
Knights of Columbus Asset Advisors LLC29,762
0.2% of portfolio›$3.1M
Thrivent Financial for Lutherans29,117
0.0% of portfolio›$3.1M
Independent Solutions Wealth Management, LLC27,968
0.4% of portfolio›$2.9M
Oppenheimer Asset Management Inc.26,615
0.0% of portfolio›$2.8M
Illinois Municipal Retirement Fund24,821
0.0% of portfolio›$2.6M
DekaBank Deutsche Girozentrale23,238
0.0% of portfolio›$2.4M
FNY Investment Advisers, LLC20,000
2.0% of portfolio›$2.1M
Davenport & Co LLC19,724
0.0% of portfolio›$2.1M
Louisiana State Employees Retirement System19,500
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D16,041
0.0% of portfolio›$1.7M
Trek Financial, LLC13,908
0.1% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC13,838
0.0% of portfolio›$1.5M
Arizona State Retirement System12,944
0.0% of portfolio›$1.4M
Gamma Investing LLC12,020
0.0% of portfolio›$1.3M
Amalgamated Bank11,862
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,786
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund10,232
0.0% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC9,744
0.0% of portfolio›$1.0M
Quadrant Capital Group LLC9,339
0.0% of portfolio›$1.0M
Jeppson Wealth Management, LLC8,772
0.3% of portfolio›$923.1K
Lido Advisors, LLC8,183
0.0% of portfolio›$861.2K
Yousif Capital Management, LLC7,770
0.0% of portfolio›$817.7K
Inspire Investing, LLC7,704
0.0% of portfolio›$810.8K
State of Alaska, Department of Revenue7,691
0.0% of portfolio›$809.0K
Choreo, LLC7,173
0.0% of portfolio›$754.9K
Pictet Asset Management Holding SA7,059
0.0% of portfolio›$742.9K
ProShare Advisors LLC6,474
0.0% of portfolio›$681.3K
Commonwealth Equity Services, LLC6,038
0.0% of portfolio›$635.4K
Oakmont Investment Advisors, Inc.5,312
0.4% of portfolio›$559.0K
Mutual of America Capital Management LLC5,224
0.0% of portfolio›$549.8K
Swiss Life Asset Management Ltd5,125
0.0% of portfolio›$539.4K
Virginia Retirement Systems ET Al4,900
0.0% of portfolio›$515.7K
Abel Hall, LLC4,805
0.1% of portfolio›$505.7K
Praxis Investment Management Inc4,578
0.1% of portfolio›$482.0K
Evergreen Capital Management LLC4,539
0.0% of portfolio›$477.7K
Xponance LLC4,500
0.0% of portfolio›$473.6K
Kestra Advisory Services, LLC4,432
0.0% of portfolio›$466.4K
Strs Ohio4,300
0.0% of portfolio›$452.5K
Truist Financial Corp4,196
0.0% of portfolio›$441.6K
Atria Investments, Inc4,165
0.0% of portfolio›$438.4K
Archer Investment Corp3,784
0.1% of portfolio›$398.2K
111 Capital3,656
0.1% of portfolio›$384.8K
CoreCap Advisors, LLC3,636
0.0% of portfolio›$382.7K
Wedbush Securities Inc3,226
0.0% of portfolio›$340.0K
Mesirow Financial Investment Management, Inc.3,030
0.0% of portfolio›$318.9K
CIBC Asset Management Inc2,861
0.0% of portfolio›$301.1K
Lanark Financial, Inc.2,822
0.0% of portfolio›$297.0K
HB Wealth Management, LLC2,756
0.0% of portfolio›$290.0K
Sowell Financial Services LLC2,725
0.0% of portfolio›$286.8K
StoneX Group Inc.2,311
0.0% of portfolio›$245.3K
Profund Advisors LLC2,127
0.0% of portfolio›$223.8K
Nisa Investment Advisors, LLC2,099
0.0% of portfolio›$220.9K
Sage Rhino Capital LLC2,070
0.0% of portfolio›$217.8K
State of Wyoming1,920
0.0% of portfolio›$202.1K
Index Fund Advisors, Inc.1,915
0.0% of portfolio›$201.5K
Premier Fund Managers Ltd1,779
0.0% of portfolio›$191
Signaturefd, LLC1,744
0.0% of portfolio›$183.5K
KBC Group NV1,704
0.0% of portfolio›$179.0K
Sterling Capital Management LLC1,562
0.0% of portfolio›$164.4K
US Bancorp \de\1,505
0.0% of portfolio›$158.4K
iA Global Asset Management Inc.1,179
0.0% of portfolio›$124.0K
Pinnacle Wealth Planning Services, Inc.1,162
0.0% of portfolio›$122.3K
SBI Securities Co., Ltd.1,146
0.0% of portfolio›$120.6K
Versant Capital Management, Inc980
0.0% of portfolio›$103.1K
Harbor Capital Advisors, Inc.864
0.0% of portfolio›$91.0K
Reyes Financial Architecture, Inc.789
0.1% of portfolio›$83.0K
Salomon & Ludwin, LLC766
0.0% of portfolio›$80.6K
Farther Finance Advisors, LLC691
0.0% of portfolio›$72.8K
Golden State Wealth Management, LLC615
0.0% of portfolio›$64.8K
Ascentis Independent Advisors597
0.0% of portfolio›$62.8K
Physician Wealth Advisors, Inc.494
0.0% of portfolio›$52.0K
Contravisory Investment Management, Inc.425
0.0% of portfolio›$44.7K
Harbor Investment Advisory, LLC418
0.0% of portfolio›$44.0K
EverSource Wealth Advisors, LLC410
0.0% of portfolio›$43.1K
Ares Financial Consulting, LLC406
0.0% of portfolio›$42.7K
Parallel Advisors, LLC399
0.0% of portfolio›$41.9K
Parkside Financial Bank & Trust387
0.0% of portfolio›$40.7K
Carolina Wealth Advisors, LLC342
0.0% of portfolio›$36.0K
Root Financial Partners, LLC332
0.0% of portfolio›$34.9K
Murphy & Mullick Capital Management Corp250
0.0% of portfolio›$26.3K
Pacific Center for Financial Services239
0.0% of portfolio›$25.2K
Pension & Wealth Management Advisors, Inc.200
0.0% of portfolio›$21.0K
Bare Financial Services, Inc199
0.0% of portfolio›$20.9K
MassMutual Private Wealth & Trust, FSB189
0.0% of portfolio›$19.9K
Oakworth Capital, Inc.189
0.0% of portfolio›$19.9K
Bank & Trust Co156
0.0% of portfolio›$16.4K
Exchange Traded Concepts, LLC152
0.0% of portfolio›$16.0K
Private Wealth Management Group, LLC146
0.0% of portfolio›$15.4K
Cedar Mountain Advisors, LLC145
0.0% of portfolio›$15.3K
Spire Wealth Management102
0.0% of portfolio›$10.7K
Larson Financial Group LLC100
0.0% of portfolio›$10.5K
Entrust Financial LLC70
0.0% of portfolio›$7.4K
Brown, Lisle Ings, Inc.68
0.0% of portfolio›$7.2K
Bell Investment Advisors, Inc59
0.0% of portfolio›$6.2K
Torren Management, LLC57
0.0% of portfolio›$6.0K
First Horizon Corp57
0.0% of portfolio›$6.0K
Evolution Wealth Management Inc.51
0.0% of portfolio›$5.3K
Farmers & Merchants Investments Inc45
0.0% of portfolio›$4.7K
Creative Capital Management Investments LLC31
0.0% of portfolio›$3.3K
CX Institutional30
0.0% of portfolio›$3
High Note Wealth, LLC30
0.0% of portfolio›$3.2K
Balance Wealth Partners LLC27
0.0% of portfolio›$2.8K
JFS Wealth Advisors, LLC24
0.0% of portfolio›$2.5K
Fairway Wealth LLC23
0.0% of portfolio›$2.4K
Assetmark, Inc23
0.0% of portfolio›$2.4K
Fortitude Family Office, LLC22
0.0% of portfolio›$2.3K
James T. Borello RIA14
0.0% of portfolio›$1.5K
WPG Advisers, LLC11
0.0% of portfolio›$1.2K
RMG Wealth Management LLC10
0.0% of portfolio›$1.2K
Valley National Advisers Inc10
0.0% of portfolio›$1.1K
Compass Financial Management LLC10
0.0% of portfolio›$1.1K
Gilpin Wealth Management, LLC10
0.0% of portfolio›$1.1K
POM Investment Strategies, LLC10
0.0% of portfolio›$1.1K
Essential Partners LLC9
0.0% of portfolio›$947
Rossby Financial, LCC8
0.0% of portfolio›$842
Covestor Ltd7
0.0% of portfolio›$1
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$632
Ascentis Wealth Management, LLC5
0.0% of portfolio›$526
Bay Harbor Wealth Management, LLC5
0.0% of portfolio›$526
Capital Advisors, Ltd. LLC4
0.0% of portfolio›$0
UMB Private Wealth Management, LLC4
0.0% of portfolio›$421
Wolff Wiese Magana LLC4
0.0% of portfolio›$444
Davis Capital Management3
0.0% of portfolio›$316
Financial Consulate, Inc3
0.0% of portfolio›$316
SJS Investment Consulting Inc.3
0.0% of portfolio›$316
DecisionPoint Financial, LLC2
0.0% of portfolio›$216
Abound Wealth Management2
0.0% of portfolio›$211
Hughes Financial Services, LLC2
0.0% of portfolio›$226
Maryland Capital Advisors Inc.1
0.0% of portfolio›$106
TD Private Client Wealth LLC1
0.0% of portfolio›$105
Signature Resources Capital Management, LLC1
0.0% of portfolio›$105
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,244,485$131.0M0.0%IndexLowAustin, TX2026-11-04
Hennessy Advisors Inc
626,800$66.0M2.5%Deep ValueMediumNovato, CA2026-10-28
Bank of New York Mellon Corp
462,394$48.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
380,093$40.0M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
197,915$20.8M0.0%CoreMediumNew York, NY2026-11-04
TD Waterhouse Canada Inc.
127,704$13.8M0.0%CoreLowToronto, Australia2026-10-16
Creative Planning
118,640$12.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Decker Retirement Planning Inc.
75,744$8.0M2.6%Agg GrowthVery HighLevi, UT2026-10-19
New York State Teachers Retirement System
51,638$5.4M0.0%CoreVery LowAlbany, NY2026-10-22
Long Road Investment Counsel, LLC
41,520$4.4M1.7%CoreVery LowKalamazoo, MI2026-11-04
Allspring Global Investments Holdings, LLC
40,626$4.4M0.0%CoreMediumCharlotte, NC2026-11-04
Imc-Chicago, LLC
34,613$3.6M0.0%GARPVery HighChicago, IL2026-11-05
Knights of Columbus Asset Advisors LLC
29,762$3.1M0.2%CoreMediumNew Haven, CT2026-11-05
Thrivent Financial for Lutherans
29,117$3.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Independent Solutions Wealth Management, LLC
27,968$2.9M0.4%GrowthLowWilliamsville, NY2026-10-28
Oppenheimer Asset Management Inc.
26,615$2.8M0.0%CoreMediumNew York, NY2026-10-27
Illinois Municipal Retirement Fund
24,821$2.6M0.0%CoreMediumOak Brook, IL2026-11-05
DekaBank Deutsche Girozentrale
23,238$2.4M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
FNY Investment Advisers, LLC
20,000$2.1M2.0%GrowthVery HighNew York, NY2026-10-16
Davenport & Co LLC
19,724$2.1M0.0%CoreMediumRichmond, VA2026-10-14
Louisiana State Employees Retirement System
19,500$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
16,041$1.7M0.0%CoreLowTrenton, NJ2026-11-05
Trek Financial, LLC
13,908$1.5M0.1%ETFHighScottsdale, AZ2026-10-29
Wealth Enhancement Advisory Services, LLC
13,838$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
12,944$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Gamma Investing LLC
12,020$1.3M0.0%IndexVery LowFoster City, CA2026-10-08
Amalgamated Bank
11,862$1.2M0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
10,786$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
10,232$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Elevation Point Wealth Partners, LLC
9,744$1.0M0.0%CoreHighDenver, CO2026-11-05
Quadrant Capital Group LLC
9,339$1.0M0.0%CoreLowCincinnati, OH2026-10-20
Jeppson Wealth Management, LLC
8,772$923.1K0.3%CoreLowManhattan Beach, CA2026-10-20
Lido Advisors, LLC
8,183$861.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Yousif Capital Management, LLC
7,770$817.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Inspire Investing, LLC
7,704$810.8K0.0%GARPHighMeridian, ID2026-10-22
State of Alaska, Department of Revenue
7,691$809.0K0.0%CoreVery LowJuneau, AK2026-10-15
Choreo, LLC
7,173$754.9K0.0%IndexLowRockford, IL2026-10-28
Pictet Asset Management Holding SA
7,059$742.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
6,474$681.3K0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
6,038$635.4K0.0%ETFLowWaltham, MA2026-11-02
Oakmont Investment Advisors, Inc.
5,312$559.0K0.4%GrowthMediumPittsburgh, PA2026-10-21
Mutual of America Capital Management LLC
5,224$549.8K0.0%IndexLowNew York, NY2026-10-23
Swiss Life Asset Management Ltd
5,125$539.4K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
4,900$515.7K0.0%CoreMediumRichmond, VA2026-10-28
Abel Hall, LLC
4,805$505.7K0.1%CoreMediumBaton Rouge, LA2026-10-19
Praxis Investment Management Inc
4,578$482.0K0.1%CoreLowGoshen, IN2026-11-03
Evergreen Capital Management LLC
4,539$477.7K0.0%GARPMediumBellevue, WA2026-10-23
Xponance LLC
4,500$473.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Kestra Advisory Services, LLC
4,432$466.4K0.0%CoreLowAustin, TX2026-11-02
Strs Ohio
4,300$452.5K0.0%CoreMediumColumbus, OH2026-10-30
Truist Financial Corp
4,196$441.6K0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
4,165$438.4K0.0%CoreMediumCharlotte, NC2026-10-15
Archer Investment Corp
3,784$398.2K0.1%CoreMediumCarmel, IN2026-11-05
111 Capital
3,656$384.8K0.1%CoreVery HighParis, India2026-11-03
CoreCap Advisors, LLC
3,636$382.7K0.0%ETFMediumSouthfield, MI2026-10-08
Wedbush Securities Inc
3,226$340.0K0.0%CoreLowPasadena, CA2026-10-22
Mesirow Financial Investment Management, Inc.
3,030$318.9K0.0%CoreLowChicago, IL2026-11-05
CIBC Asset Management Inc
2,861$301.1K0.0%GARPLowToronto, South Africa2026-11-05
Lanark Financial, Inc.
2,822$297.0K0.0%CoreMediumBirmingham, AL2026-10-26
HB Wealth Management, LLC
2,756$290.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Sowell Financial Services LLC
2,725$286.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
StoneX Group Inc.
2,311$245.3K0.0%ETFMediumNew York, NY2026-11-03
Profund Advisors LLC
2,127$223.8K0.0%GrowthLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
2,099$220.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sage Rhino Capital LLC
2,070$217.8K0.0%ETFLowMenlo Park, CA2026-10-28
State of Wyoming
1,920$202.1K0.0%ValueHighCheyenne, WY2026-10-28
Index Fund Advisors, Inc.
1,915$201.5K0.0%ETFVery LowIrvine, CA2026-11-05
Premier Fund Managers Ltd
1,779$1910.0%MomentumMediumLondon, United Kingdom2026-11-02
Signaturefd, LLC
1,744$183.5K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
1,704$179.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
1,562$164.4K0.0%GARPMediumCharlotte, NC2026-10-22
US Bancorp \de\
1,505$158.4K0.0%IndexLowMinneapolis, MN2026-11-05
iA Global Asset Management Inc.
1,179$124.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,162$122.3K0.0%GARPLowMansfield, OH2026-10-27
SBI Securities Co., Ltd.
1,146$120.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Versant Capital Management, Inc
980$103.1K0.0%GARPLowPhoenix, AZ2026-10-02
Harbor Capital Advisors, Inc.
864$91.0K0.0%ValueHighChicago, IL2026-10-22
Reyes Financial Architecture, Inc.
789$83.0K0.1%ETFVery HighSan Diego, CA2026-10-22
Salomon & Ludwin, LLC
766$80.6K0.0%ETFVery LowRichmond, VA2026-10-29
Farther Finance Advisors, LLC
691$72.8K0.0%IndexLowSan Francisco, CA2026-10-08
Golden State Wealth Management, LLC
615$64.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Independent Advisors
597$62.8K0.0%ETFLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
494$52.0K0.0%ETFMediumMidvale, UT2026-10-20
Contravisory Investment Management, Inc.
425$44.7K0.0%MomentumHighNorwell, MA2026-10-13
Harbor Investment Advisory, LLC
418$44.0K0.0%GrowthLowLutherville, MD2026-10-13
EverSource Wealth Advisors, LLC
410$43.1K0.0%CoreMediumBirmingham, AL2026-11-04
Ares Financial Consulting, LLC
406$42.7K0.0%CoreLowCalabasas, CA2026-10-19
Parallel Advisors, LLC
399$41.9K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
387$40.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Carolina Wealth Advisors, LLC
342$36.0K0.0%YieldHighMyrtle Beach, SC2026-10-23
Root Financial Partners, LLC
332$34.9K0.0%ETFMediumEncinitas, CA2026-10-21
Murphy & Mullick Capital Management Corp
250$26.3K0.0%GrowthLowSmithtown, NY2026-11-02
Pacific Center for Financial Services
239$25.2K0.0%ETFMediumDanville, CA2026-10-15
Pension & Wealth Management Advisors, Inc.
200$21.0K0.0%ETFLowWaltham, MA2026-10-16
Bare Financial Services, Inc
199$20.9K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
189$19.9K0.0%CoreLowSpringfield, MA2026-10-05
Oakworth Capital, Inc.
189$19.9K0.0%ETFLowBirmingham, AL2026-10-26
Bank & Trust Co
156$16.4K0.0%ValueVery LowLitchfield, IL2026-10-07
Exchange Traded Concepts, LLC
152$16.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Private Wealth Management Group, LLC
146$15.4K0.0%ETFLowPrinceton, NJ2026-10-19
Cedar Mountain Advisors, LLC
145$15.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
Spire Wealth Management
102$10.7K0.0%GrowthMediumMclean, VA2026-10-30
Larson Financial Group LLC
100$10.5K0.0%GrowthLowSt Louis, MO2026-11-05
Entrust Financial LLC
70$7.4K0.0%ETFLowWayne, PA2026-11-04
Brown, Lisle Ings, Inc.
68$7.2K0.0%CoreVery LowProvidence, RI2026-10-16
Bell Investment Advisors, Inc
59$6.2K0.0%ETFVery LowOrinda, CA2026-10-29
Torren Management, LLC
57$6.0K0.0%ETFMediumSan Diego, CA2026-10-29
First Horizon Corp
57$6.0K0.0%CoreLowMemphis, TN2026-10-26
Evolution Wealth Management Inc.
51$5.3K0.0%ETFMediumFort Myers, FL2026-10-28
Farmers & Merchants Investments Inc
45$4.7K0.0%CoreVery LowLincoln, NE2026-10-22
Creative Capital Management Investments LLC
31$3.3K0.0%ETFLowSan Diego, CA2026-10-28
CX Institutional
30$30.0%CoreMediumAuburn, IN2026-10-02
High Note Wealth, LLC
30$3.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Balance Wealth Partners LLC
27$2.8K0.0%ETFMediumWorthington, OH2026-10-27
JFS Wealth Advisors, LLC
24$2.5K0.0%ETFVery LowHermitage, PA2026-11-03
Fairway Wealth LLC
23$2.4K0.0%ETFLowIndependence, OH2026-10-30
Assetmark, Inc
23$2.4K0.0%ETFLowConcord, CA2026-10-21
Fortitude Family Office, LLC
22$2.3K0.0%ETFMediumScottsdale, AZ2026-10-14
James T. Borello RIA
14$1.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
WPG Advisers, LLC
11$1.2K0.0%CoreLowBaltimore, MD2026-10-27
RMG Wealth Management LLC
10$1.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Valley National Advisers Inc
10$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Compass Financial Management LLC
10$1.1K0.0%CoreN/ATampa, FL2026-10-30
Gilpin Wealth Management, LLC
10$1.1K0.0%GrowthLowDenver, CO2026-10-09
POM Investment Strategies, LLC
10$1.1K0.0%ETFVery HighRaleigh, NC2026-10-20
Essential Partners LLC
9$9470.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rossby Financial, LCC
8$8420.0%ETFMediumMelbourne, FL2026-11-05
Covestor Ltd
7$10.0%ValueHighLondon, United Kingdom2026-10-30
DiNuzzo Private Wealth, Inc.
6$6320.0%ETFLowBeaver, PA2026-10-16
Ascentis Wealth Management, LLC
5$5260.0%Agg GrowthLowDallas, TX2026-11-03
Bay Harbor Wealth Management, LLC
5$5260.0%ETFMediumHunt Valley, MD2026-11-03
Capital Advisors, Ltd. LLC
4$00.0%ETFLowShaker Heights, OH2026-10-27
UMB Private Wealth Management, LLC
4$4210.0%GrowthN/AKansas City, MO2026-10-19
Wolff Wiese Magana LLC
4$4440.0%GrowthLowCarslbad, CA2026-10-15
Davis Capital Management
3$3160.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
3$3160.0%ETFLowHunt Valley, MD2026-10-23
SJS Investment Consulting Inc.
3$3160.0%ETFVery LowSylvania, OH2026-10-26
DecisionPoint Financial, LLC
2$2160.0%ETFVery LowMesa, AZ2026-10-27
Abound Wealth Management
2$2110.0%ETFVery LowFranklin, TN2026-10-26
Hughes Financial Services, LLC
2$2260.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$1060.0%ETFVery LowChester, MD2026-10-15
TD Private Client Wealth LLC
1$1050.0%ETFLowNew York, NY2026-10-28
Signature Resources Capital Management, LLC
1$1050.0%ETFLowNewport Beach, CA2026-10-16