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Clear Secure Inc (YOU)

CUSIP: 18467V109 | NYSE | Technology · Software - Application | Mid Cap | 841 institutional holders

Quarters

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

Congress Asset Management Co1,879,457
0.5% of portfolio›$78.8M
Copeland Capital Management, LLC1,761,051
1.7% of portfolio›$73.9M
Dimensional Fund Advisors LP1,758,891
0.0% of portfolio›$73.8M
Wedge Capital Management L L P1,737,662
1.3% of portfolio›$72.9M
Bank of New York Mellon Corp861,327
0.0% of portfolio›$36.1M
Principal Financial Group Inc705,863
0.0% of portfolio›$29.6M
MacKenzie Financial Corp492,475
0.0% of portfolio›$20.7M
Allen Operations LLC318,965
1.4% of portfolio›$13.4M
BI Asset Management Fondsmaeglerselskab A/S242,884
0.2% of portfolio›$10.2M
Vest Financial, LLC183,355
0.1% of portfolio›$7.7M
Fifth Third Bancorp163,743
0.0% of portfolio›$6.9M
Thrivent Financial for Lutherans137,965
0.0% of portfolio›$5.8M
Y-Intercept (Hong Kong) Ltd124,499
0.1% of portfolio›$5.2M
Citigroup Inc116,968
0.0% of portfolio›$4.9M
New York State Teachers Retirement System77,541
0.0% of portfolio›$3.3M
DekaBank Deutsche Girozentrale71,843
0.0% of portfolio›$3.0M
CenterBook Partners LP69,799
0.1% of portfolio›$2.9M
Avory & Company, LLC64,747
3.4% of portfolio›$2.7M
Hussman Strategic Advisors, Inc.63,000
0.6% of portfolio›$2.6M
Wealth Enhancement Advisory Services, LLC57,841
0.0% of portfolio›$2.5M
Elevation Point Wealth Partners, LLC54,073
0.0% of portfolio›$2.3M
Investment House LLC52,435
0.1% of portfolio›$2.2M
CWA Asset Management Group, LLC48,290
0.1% of portfolio›$2.0M
Illinois Municipal Retirement Fund48,079
0.0% of portfolio›$2.0M
Strs Ohio45,900
0.0% of portfolio›$1.9M
Imc-Chicago, LLC43,005
0.0% of portfolio›$1.8M
Tealwood Asset Management Inc41,294
1.6% of portfolio›$1.7M
Louisiana State Employees Retirement System40,800
0.0% of portfolio›$1.7M
Iridian Asset Management LLC40,344
0.6% of portfolio›$1.7M
Cantor Fitzgerald Investment Advisors L.P.40,000
0.1% of portfolio›$1.7M
Financiere des Professionnels - Fonds d'investissement inc.38,834
0.1% of portfolio›$1.6M
Cornerstone Wealth Management, LLC35,690
0.1% of portfolio›$1.5M
Achmea Investment Management B.V.34,124
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D29,010
0.0% of portfolio›$1.2M
Simplex Trading, LLC28,002
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue26,523
0.0% of portfolio›$1.1M
Arizona State Retirement System25,876
0.0% of portfolio›$1.1M
Smith Group Asset Management, LLC25,322
0.1% of portfolio›$1.1M
Yousif Capital Management, LLC25,063
0.0% of portfolio›$1.1M
Truist Financial Corp25,002
0.0% of portfolio›$1.0M
Lanark Financial, Inc.24,930
0.1% of portfolio›$1.0M
Amalgamated Bank24,802
0.0% of portfolio›$1.0M
Plato Investment Management Ltd24,630
0.1% of portfolio›$1.0M
Accurate Wealth Management, LLC22,556
0.1% of portfolio›$981.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS22,550
0.0% of portfolio›$946.0K
Allspring Global Investments Holdings, LLC22,228
0.0% of portfolio›$927.8K
Harbor Capital Advisors, Inc.22,176
0.2% of portfolio›$930.0K
Oregon Public Employees Retirement Fund21,442
0.0% of portfolio›$899.5K
Summit Global Investments20,838
0.2% of portfolio›$874.0K
Gainplan LLC20,048
0.3% of portfolio›$841.0K
Vise Technologies, Inc.17,869
0.0% of portfolio›$749.6K
Atria Investments, Inc17,450
0.0% of portfolio›$732.0K
Gibbs Wealth Management17,392
0.1% of portfolio›$729.6K
Assetmark, Inc17,349
0.0% of portfolio›$727.8K
Creative Planning16,822
0.0% of portfolio›$705.7K
State of Wyoming16,352
0.1% of portfolio›$686.0K
Commonwealth Equity Services, LLC15,501
0.0% of portfolio›$650.3K
Castle Rock Wealth Management, LLC14,430
0.1% of portfolio›$598.8K
SEB Asset Management AB14,289
0.0% of portfolio›$599.4K
Alps Advisors Inc13,739
0.0% of portfolio›$576.4K
Cambridge Investment Research Advisors, Inc.13,346
0.0% of portfolio›$560.0K
ProShare Advisors LLC13,248
0.0% of portfolio›$555.8K
Asset Management One Co., Ltd.13,020
0.0% of portfolio›$546.2K
Ledgewood Wealth Advisors, LLC13,000
0.3% of portfolio›$545.4K
Pictet Asset Management Holding SA12,744
0.0% of portfolio›$534.6K
Unique Wealth Strategies, LLC11,880
0.2% of portfolio›$662.1K
Mutual of America Capital Management LLC10,920
0.0% of portfolio›$458.1K
iA Global Asset Management Inc.10,664
0.0% of portfolio›$447.0K
Aspen Investment Management Inc10,298
0.2% of portfolio›$432.0K
Nisa Investment Advisors, LLC10,125
0.0% of portfolio›$424.7K
Portside Wealth Group, LLC9,959
0.0% of portfolio›$417.8K
Xponance LLC9,958
0.0% of portfolio›$417.7K
Harbor Investment Advisory, LLC9,909
0.0% of portfolio›$415.7K
Swiss Life Asset Management Ltd9,826
0.0% of portfolio›$412.2K
Burney Co/9,697
0.0% of portfolio›$406.8K
Virginia Retirement Systems ET Al9,400
0.0% of portfolio›$394.3K
Aviance Capital Partners, LLC9,023
0.0% of portfolio›$378.5K
Brown, Lisle Ings, Inc.8,863
0.1% of portfolio›$371.8K
Exchange Traded Concepts, LLC8,743
0.0% of portfolio›$366.8K
Choreo, LLC8,342
0.0% of portfolio›$349.9K
Gamma Investing LLC7,932
0.0% of portfolio›$332.7K
Balboa Wealth Partners7,689
0.0% of portfolio›$322.6K
EverSource Wealth Advisors, LLC7,145
0.0% of portfolio›$299.7K
Stackstone Wealth, LLC7,129
0.0% of portfolio›$299.1K
Park Avenue Securities LLC7,059
0.0% of portfolio›$296.0K
Quadrant Capital Group LLC6,913
0.0% of portfolio›$300.9K
Kestra Private Wealth Services, LLC6,511
0.0% of portfolio›$273.1K
Yorktown Management & Research Co Inc6,350
0.2% of portfolio›$266.4K
Harbour Capital Advisors, LLC6,340
0.0% of portfolio›$266.0K
Redhawk Wealth Advisors, Inc.5,911
0.0% of portfolio›$248.0K
Gallacher Capital Management LLC5,496
0.2% of portfolio›$230.5K
Realta Investment Advisors5,494
0.1% of portfolio›$230.5K
Mindset Wealth Management, LLC5,489
0.0% of portfolio›$230.3K
Moran Wealth Management, LLC5,422
0.0% of portfolio›$227.5K
Arlington Trust Co LLC5,345
0.0% of portfolio›$224.2K
D.A. Davidson & Co.5,200
0.0% of portfolio›$218.1K
Steinberganna Wealth Management5,120
0.1% of portfolio›$214.8K
Pinnacle Wealth Planning Services, Inc.3,765
0.0% of portfolio›$157.9K
Pittenger & Anderson Inc3,694
0.0% of portfolio›$155.0K
1620 Investment Advisors, Inc.3,253
0.1% of portfolio›$136.5K
Farther Finance Advisors, LLC3,183
0.0% of portfolio›$133.5K
Sterling Capital Management LLC3,148
0.0% of portfolio›$132.1K
Blue Trust, Inc.2,874
0.0% of portfolio›$120.6K
KBC Group NV2,810
0.0% of portfolio›$118.0K
SBI Securities Co., Ltd.2,419
0.0% of portfolio›$101.5K
IFP Advisors, Inc1,586
0.0% of portfolio›$66.5K
Holos Integrated Wealth LLC1,546
0.0% of portfolio›$69.9K
Reyes Financial Architecture, Inc.1,315
0.0% of portfolio›$55.2K
Richardson Financial Services Inc.1,142
0.0% of portfolio›$47.9K
Salomon & Ludwin, LLC940
0.0% of portfolio›$39.4K
Dhjj Financial Advisors, Ltd.940
0.0% of portfolio›$39.4K
US Bancorp \de\827
0.0% of portfolio›$34.7K
Larson Financial Group LLC758
0.0% of portfolio›$31.8K
Global Trust Asset Management, LLC581
0.0% of portfolio›$24.4K
Wilmington Savings Fund Society, FSB500
0.0% of portfolio›$21.0K
First Horizon Corp445
0.0% of portfolio›$18.7K
Private Trust Co NA434
0.0% of portfolio›$18.2K
Root Financial Partners, LLC422
0.0% of portfolio›$17.7K
Parallel Advisors, LLC384
0.0% of portfolio›$16.1K
Bare Financial Services, Inc352
0.0% of portfolio›$14.8K
Essential Partners LLC323
0.0% of portfolio›$13.6K
Pension & Wealth Management Advisors, Inc.301
0.0% of portfolio›$12.6K
WPG Advisers, LLC265
0.0% of portfolio›$11.1K
Private Wealth Management Group, LLC203
0.0% of portfolio›$8.5K
Advocate Investing Services LLC201
0.0% of portfolio›$8.4K
Rakuten Securities, Inc.200
0.0% of portfolio›$8.4K
Covestor Ltd196
0.0% of portfolio›$8
MassMutual Private Wealth & Trust, FSB186
0.0% of portfolio›$7.8K
Retirement Wealth Solutions LLC163
0.0% of portfolio›$6.8K
Ascentis Independent Advisors155
0.0% of portfolio›$6.5K
Fortitude Family Office, LLC153
0.0% of portfolio›$6.4K
Versant Capital Management, Inc148
0.0% of portfolio›$6.2K
Parkside Financial Bank & Trust146
0.0% of portfolio›$6.1K
GK Wealth Management LLC140
0.0% of portfolio›$5.9K
Mather Group, Llc.128
0.0% of portfolio›$5.4K
Bell Investment Advisors, Inc123
0.0% of portfolio›$5.2K
Signaturefd, LLC106
0.0% of portfolio›$4.4K
TD Private Client Wealth LLC106
0.0% of portfolio›$4.4K
Farmers & Merchants Investments Inc96
0.0% of portfolio›$4.0K
Silver Grove Financial Group, Inc.96
0.0% of portfolio›$4.0K
Tradewinds Capital Management, LLC75
0.0% of portfolio›$3.1K
Marquette Asset Management, LLC59
0.0% of portfolio›$2.5K
USA Financial Formulas52
0.0% of portfolio›$2.2K
JFS Wealth Advisors, LLC48
0.0% of portfolio›$2.0K
Financial Network Wealth Advisors LLC41
0.0% of portfolio›$1.7K
CoreCap Advisors, LLC38
0.0% of portfolio›$1.6K
City State Bank35
0.0% of portfolio›$1.5K
CX Institutional30
0.0% of portfolio›$1
SJS Investment Consulting Inc.24
0.0% of portfolio›$1.0K
GHP Investment Advisors, Inc.23
0.0% of portfolio›$944
Rossby Financial, LCC22
0.0% of portfolio›$923
Creative Capital Management Investments LLC17
0.0% of portfolio›$713
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$713
Gilpin Wealth Management, LLC12
0.0% of portfolio›$504
Meriwether Wealth & Planning, LLC12
0.0% of portfolio›$503
True Wealth Design, LLC8
0.0% of portfolio›$336
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$294
Proathlete Wealth Management LLC5
0.0% of portfolio›$209
Cedar Mountain Advisors, LLC3
0.0% of portfolio›$126
DecisionPoint Financial, LLC3
0.0% of portfolio›$126
Hughes Financial Services, LLC3
0.0% of portfolio›$139
Financial Consulate, Inc3
0.0% of portfolio›$126
William Mack & Associates, Inc.2
0.0% of portfolio›$87
Abound Wealth Management2
0.0% of portfolio›$84
Nfsg Corp2
0.0% of portfolio›$84
Byrne Asset Management LLC2
0.0% of portfolio›$83
Monetary Solutions, Ltd1
0.0% of portfolio›$42
Maryland Capital Advisors Inc.1
0.0% of portfolio›$42
StyleTurnoverLocationFiled
Congress Asset Management Co
1,879,457$78.8M0.5%GrowthMediumBoston, MA2026-10-06
Copeland Capital Management, LLC
1,761,051$73.9M1.7%ValueMediumConshohocken, PA2026-10-13
Dimensional Fund Advisors LP
1,758,891$73.8M0.0%IndexLowAustin, TX2026-11-04
Wedge Capital Management L L P
1,737,662$72.9M1.3%ValueMediumCharlotte, NC2026-10-13
Bank of New York Mellon Corp
861,327$36.1M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
705,863$29.6M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
492,475$20.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Allen Operations LLC
318,965$13.4M1.4%GrowthVery LowNew York, NY2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
242,884$10.2M0.2%CoreMediumKobenhavn, Greece2026-10-22
Vest Financial, LLC
183,355$7.7M0.1%ValueMediumMclean, VA2026-10-21
Fifth Third Bancorp
163,743$6.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Thrivent Financial for Lutherans
137,965$5.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Y-Intercept (Hong Kong) Ltd
124,499$5.2M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
116,968$4.9M0.0%CoreMediumNew York, NY2026-11-04
New York State Teachers Retirement System
77,541$3.3M0.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
71,843$3.0M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
CenterBook Partners LP
69,799$2.9M0.1%ValueVery HighGreenwich, CT2026-11-02
Avory & Company, LLC
64,747$2.7M3.4%GARPLowMiami, FL2026-10-21
Hussman Strategic Advisors, Inc.
63,000$2.6M0.6%YieldVery HighEllicott City, MD2026-11-02
Wealth Enhancement Advisory Services, LLC
57,841$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Elevation Point Wealth Partners, LLC
54,073$2.3M0.0%CoreHighDenver, CO2026-11-05
Investment House LLC
52,435$2.2M0.1%CoreMediumRedondo Beach, CA2026-10-21
CWA Asset Management Group, LLC
48,290$2.0M0.1%CoreMediumNaples, FL2026-10-19
Illinois Municipal Retirement Fund
48,079$2.0M0.0%CoreMediumOak Brook, IL2026-11-05
Strs Ohio
45,900$1.9M0.0%CoreMediumColumbus, OH2026-10-30
Imc-Chicago, LLC
43,005$1.8M0.0%GARPVery HighChicago, IL2026-11-05
Tealwood Asset Management Inc
41,294$1.7M1.6%GrowthMediumMinneapolis, MN2026-10-13
Louisiana State Employees Retirement System
40,800$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Iridian Asset Management LLC
40,344$1.7M0.6%Deep ValueMediumWestport, CT2026-10-23
Cantor Fitzgerald Investment Advisors L.P.
40,000$1.7M0.1%YieldLowNew York, NY2026-10-21
Financiere des Professionnels - Fonds d'investissement inc.
38,834$1.6M0.1%GrowthHighMontreal, Austria2026-11-03
Cornerstone Wealth Management, LLC
35,690$1.5M0.1%ETFVery LowSt. Peters, MO2026-11-04
Achmea Investment Management B.V.
34,124$1.4M0.0%CoreMediumZeist, Philippines2026-10-30
State of New Jersey Common Pension Fund D
29,010$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Simplex Trading, LLC
28,002$1.2M0.0%CoreVery HighChicago, IL2026-11-04
State of Alaska, Department of Revenue
26,523$1.1M0.0%CoreVery LowJuneau, AK2026-10-15
Arizona State Retirement System
25,876$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Smith Group Asset Management, LLC
25,322$1.1M0.1%GrowthLowDallas, TX2026-10-27
Yousif Capital Management, LLC
25,063$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Truist Financial Corp
25,002$1.0M0.0%CoreLowCharlotte, NC2026-10-30
Lanark Financial, Inc.
24,930$1.0M0.1%CoreMediumBirmingham, AL2026-10-26
Amalgamated Bank
24,802$1.0M0.0%CoreVery LowNew York, NY2026-10-23
Plato Investment Management Ltd
24,630$1.0M0.1%CoreLowSydney, China2026-11-05
Accurate Wealth Management, LLC
22,556$981.6K0.1%CoreMediumWesley Chapel, FL2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
22,550$946.0K0.0%CoreLowHarrisburg, PA2026-11-03
Allspring Global Investments Holdings, LLC
22,228$927.8K0.0%CoreMediumCharlotte, NC2026-11-04
Harbor Capital Advisors, Inc.
22,176$930.0K0.2%ValueHighChicago, IL2026-10-22
Oregon Public Employees Retirement Fund
21,442$899.5K0.0%IndexVery LowTigard, OR2026-10-30
Summit Global Investments
20,838$874.0K0.2%CoreMediumBountiful, UT2026-10-28
Gainplan LLC
20,048$841.0K0.3%ETFHighBloomfield Hills, MI2026-10-09
Vise Technologies, Inc.
17,869$749.6K0.0%IndexLowNew York, NY2026-10-29
Atria Investments, Inc
17,450$732.0K0.0%CoreMediumCharlotte, NC2026-10-15
Gibbs Wealth Management
17,392$729.6K0.1%CoreLowAlpharetta, GA2026-10-22
Assetmark, Inc
17,349$727.8K0.0%ETFLowConcord, CA2026-10-21
Creative Planning
16,822$705.7K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Wyoming
16,352$686.0K0.1%ValueHighCheyenne, WY2026-10-28
Commonwealth Equity Services, LLC
15,501$650.3K0.0%ETFLowWaltham, MA2026-11-02
Castle Rock Wealth Management, LLC
14,430$598.8K0.1%GrowthMediumWalnut Creek, CA2026-10-09
SEB Asset Management AB
14,289$599.4K0.0%CoreN/AStockholm, Sweden2026-11-04
Alps Advisors Inc
13,739$576.4K0.0%YieldLowDenver, CO2026-11-03
Cambridge Investment Research Advisors, Inc.
13,346$560.0K0.0%ETFLowFairfield, IA2026-11-02
ProShare Advisors LLC
13,248$555.8K0.0%GrowthLowBethesda, MD2026-10-29
Asset Management One Co., Ltd.
13,020$546.2K0.0%IndexVery LowTokyo, Mexico2026-10-27
Ledgewood Wealth Advisors, LLC
13,000$545.4K0.3%ETFLowExeter, NH2026-10-09
Pictet Asset Management Holding SA
12,744$534.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Unique Wealth Strategies, LLC
11,880$662.1K0.2%CoreMediumBurr Ridge, IL2026-10-13
Mutual of America Capital Management LLC
10,920$458.1K0.0%IndexLowNew York, NY2026-10-23
iA Global Asset Management Inc.
10,664$447.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Aspen Investment Management Inc
10,298$432.0K0.2%GrowthLowGrand Rapids, MI2026-11-05
Nisa Investment Advisors, LLC
10,125$424.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Portside Wealth Group, LLC
9,959$417.8K0.0%CoreMediumProvo, UT2026-10-20
Xponance LLC
9,958$417.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Harbor Investment Advisory, LLC
9,909$415.7K0.0%GrowthLowLutherville, MD2026-10-13
Swiss Life Asset Management Ltd
9,826$412.2K0.0%CoreLowZurich, Switzerland2026-11-03
Burney Co/
9,697$406.8K0.0%GARPMediumReston, VA2026-10-15
Virginia Retirement Systems ET Al
9,400$394.3K0.0%CoreMediumRichmond, VA2026-10-28
Aviance Capital Partners, LLC
9,023$378.5K0.0%CoreLowNaples, FL2026-10-29
Brown, Lisle Ings, Inc.
8,863$371.8K0.1%CoreVery LowProvidence, RI2026-10-16
Exchange Traded Concepts, LLC
8,743$366.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Choreo, LLC
8,342$349.9K0.0%IndexLowRockford, IL2026-10-28
Gamma Investing LLC
7,932$332.7K0.0%IndexVery LowFoster City, CA2026-10-08
Balboa Wealth Partners
7,689$322.6K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
EverSource Wealth Advisors, LLC
7,145$299.7K0.0%CoreMediumBirmingham, AL2026-11-04
Stackstone Wealth, LLC
7,129$299.1K0.0%CoreN/ADubuque, IA2026-10-19
Park Avenue Securities LLC
7,059$296.0K0.0%ETFMediumNew York, NY2026-10-26
Quadrant Capital Group LLC
6,913$300.9K0.0%CoreLowCincinnati, OH2026-10-20
Kestra Private Wealth Services, LLC
6,511$273.1K0.0%GrowthLowAustin, TX2026-10-30
Yorktown Management & Research Co Inc
6,350$266.4K0.2%MomentumMediumForest, VA2026-10-28
Harbour Capital Advisors, LLC
6,340$266.0K0.0%GrowthLowTysons Corner, VA2026-10-13
Redhawk Wealth Advisors, Inc.
5,911$248.0K0.0%ETFHighMinneapolis, MN2026-10-14
Gallacher Capital Management LLC
5,496$230.5K0.2%ValueMediumLone Tree, CO2026-10-30
Realta Investment Advisors
5,494$230.5K0.1%GrowthMediumWilmington, DE2026-10-14
Mindset Wealth Management, LLC
5,489$230.3K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Moran Wealth Management, LLC
5,422$227.5K0.0%CoreMediumNaples, FL2026-10-22
Arlington Trust Co LLC
5,345$224.2K0.0%ETFMediumBirmingham, AL2026-10-20
D.A. Davidson & Co.
5,200$218.1K0.0%CoreLowGreat Falls, MT2026-10-28
Steinberganna Wealth Management
5,120$214.8K0.1%ETFLowHuntington, NY2026-10-23
Pinnacle Wealth Planning Services, Inc.
3,765$157.9K0.0%GARPLowMansfield, OH2026-10-27
Pittenger & Anderson Inc
3,694$155.0K0.0%CoreLowLincoln, NE2026-11-02
1620 Investment Advisors, Inc.
3,253$136.5K0.1%ValueLowPlymouth, MA2026-11-04
Farther Finance Advisors, LLC
3,183$133.5K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
3,148$132.1K0.0%GARPMediumCharlotte, NC2026-10-22
Blue Trust, Inc.
2,874$120.6K0.0%ETFLowBrentwood, TN2026-10-15
KBC Group NV
2,810$118.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
SBI Securities Co., Ltd.
2,419$101.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
IFP Advisors, Inc
1,586$66.5K0.0%GrowthLowTampa, FL2026-10-16
Holos Integrated Wealth LLC
1,546$69.9K0.0%ETFLowKennett Square, PA2026-10-23
Reyes Financial Architecture, Inc.
1,315$55.2K0.0%ETFVery HighSan Diego, CA2026-10-22
Richardson Financial Services Inc.
1,142$47.9K0.0%GrowthMediumMedway, MA2026-10-30
Salomon & Ludwin, LLC
940$39.4K0.0%ETFVery LowRichmond, VA2026-10-29
Dhjj Financial Advisors, Ltd.
940$39.4K0.0%ETFVery LowNaperville, IL2026-10-23
US Bancorp \de\
827$34.7K0.0%IndexLowMinneapolis, MN2026-11-05
Larson Financial Group LLC
758$31.8K0.0%GrowthLowSt Louis, MO2026-11-05
Global Trust Asset Management, LLC
581$24.4K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Wilmington Savings Fund Society, FSB
500$21.0K0.0%CoreLowWilmington, DE2026-10-23
First Horizon Corp
445$18.7K0.0%CoreLowMemphis, TN2026-10-26
Private Trust Co NA
434$18.2K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
422$17.7K0.0%ETFMediumEncinitas, CA2026-10-21
Parallel Advisors, LLC
384$16.1K0.0%IndexLowSan Francisco, CA2026-11-03
Bare Financial Services, Inc
352$14.8K0.0%ETFVery LowGap, PA2026-11-04
Essential Partners LLC
323$13.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
301$12.6K0.0%ETFLowWaltham, MA2026-10-16
WPG Advisers, LLC
265$11.1K0.0%CoreLowBaltimore, MD2026-10-27
Private Wealth Management Group, LLC
203$8.5K0.0%ETFLowPrinceton, NJ2026-10-19
Advocate Investing Services LLC
201$8.4K0.0%ETFLowWoodbine, MD2026-10-26
Rakuten Securities, Inc.
200$8.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Covestor Ltd
196$80.0%ValueHighLondon, United Kingdom2026-10-30
MassMutual Private Wealth & Trust, FSB
186$7.8K0.0%CoreLowSpringfield, MA2026-10-05
Retirement Wealth Solutions LLC
163$6.8K0.0%ETFLowMarshfield, WI2026-10-07
Ascentis Independent Advisors
155$6.5K0.0%ETFLowDallas, TX2026-11-03
Fortitude Family Office, LLC
153$6.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Versant Capital Management, Inc
148$6.2K0.0%GARPLowPhoenix, AZ2026-10-02
Parkside Financial Bank & Trust
146$6.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
140$5.9K0.0%GARPVery HighReno, NV2026-10-09
Mather Group, Llc.
128$5.4K0.0%ETFMediumChicago, IL2026-10-14
Bell Investment Advisors, Inc
123$5.2K0.0%ETFVery LowOrinda, CA2026-10-29
Signaturefd, LLC
106$4.4K0.0%IndexLowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
106$4.4K0.0%ETFLowNew York, NY2026-10-28
Farmers & Merchants Investments Inc
96$4.0K0.0%CoreVery LowLincoln, NE2026-10-22
Silver Grove Financial Group, Inc.
96$4.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Tradewinds Capital Management, LLC
75$3.1K0.0%ETFVery HighBellingham, WA2026-10-23
Marquette Asset Management, LLC
59$2.5K0.0%ETFVery LowMinneapolis, MN2026-10-09
USA Financial Formulas
52$2.2K0.0%ETFVery HighAda, MI2026-10-16
JFS Wealth Advisors, LLC
48$2.0K0.0%ETFVery LowHermitage, PA2026-11-03
Financial Network Wealth Advisors LLC
41$1.7K0.0%ETFLowMurray, UT2026-10-28
CoreCap Advisors, LLC
38$1.6K0.0%ETFMediumSouthfield, MI2026-10-08
City State Bank
35$1.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
CX Institutional
30$10.0%CoreMediumAuburn, IN2026-10-02
SJS Investment Consulting Inc.
24$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
GHP Investment Advisors, Inc.
23$9440.0%CoreVery LowDenver, CO2026-10-15
Rossby Financial, LCC
22$9230.0%ETFMediumMelbourne, FL2026-11-05
Creative Capital Management Investments LLC
17$7130.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
17$7130.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
12$5040.0%GrowthLowDenver, CO2026-10-09
Meriwether Wealth & Planning, LLC
12$5030.0%ETFMediumMinden, LA2026-10-13
True Wealth Design, LLC
8$3360.0%ETFMediumAkron, OH2026-10-13
DiNuzzo Private Wealth, Inc.
7$2940.0%ETFLowBeaver, PA2026-10-16
Proathlete Wealth Management LLC
5$2090.0%ETFVery LowBoca Raton, FL2026-10-15
Cedar Mountain Advisors, LLC
3$1260.0%ETFVery LowLake Oswego, OR2026-10-15
DecisionPoint Financial, LLC
3$1260.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
3$1390.0%ETFLowHerndon, VA2026-10-30
Financial Consulate, Inc
3$1260.0%ETFLowHunt Valley, MD2026-10-23
William Mack & Associates, Inc.
2$870.0%ETFLowTroy, MI2026-10-27
Abound Wealth Management
2$840.0%ETFVery LowFranklin, TN2026-10-26
Nfsg Corp
2$840.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Byrne Asset Management LLC
2$830.0%CoreLowKingston, NJ2026-10-06
Monetary Solutions, Ltd
1$420.0%ETFVery LowDayton, OH2026-10-22
Maryland Capital Advisors Inc.
1$420.0%ETFVery LowChester, MD2026-10-15