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Coca-Cola Consolidated Inc (COKE)

CUSIP: 191098102 | NYSE | Consumer Defensive · Beverages - Non-Alcoholic | Large Cap | 1237 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
13D/AJ. Frank Harrison, III
with JFH III Harrison Family LLC, JFH Family Limited Partnership-Fh1, Jfh3 Holdings LLC
10,043,94015.1%New 5%+ stakeFeb 18, 2026No 13F filer matched
13D/AThe Coca-Cola Trading Company LLC00.0%No shares heldNov 7, 2025No 13F filer matched
13D/AJ. Frank Harrison, III10,043,940
15.1% of class · Feb 18, 2026New 5%+ stake
with JFH III Harrison Family LLC, JFH Family Limited Partnership-Fh1, Jfh3 Holdings LLC
No 13F filer matched
13D/AThe Coca-Cola Trading Company LLC0
0.0% of class · Nov 7, 2025No shares held
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP835,457
0.0% of portfolio›$158.1M
Bank of New York Mellon Corp574,730
0.0% of portfolio›$108.8M
Truist Financial Corp287,192
0.1% of portfolio›$54.4M
Principal Financial Group Inc220,667
0.0% of portfolio›$41.8M
Kintegral Advisory, LLC172,584
1.2% of portfolio›$14.9M
Arbejdsmarkedets Tillaegspension126,500
0.6% of portfolio›$23.9M
Vest Financial, LLC112,738
0.2% of portfolio›$21.3M
Retirement Systems of Alabama58,294
0.0% of portfolio›$11.0M
New York State Teachers Retirement System57,796
0.0% of portfolio›$10.9M
Mutual of America Capital Management LLC47,935
0.1% of portfolio›$9.1M
Marathon Asset Management Ltd47,125
0.4% of portfolio›$8.9M
Illinois Municipal Retirement Fund43,776
0.1% of portfolio›$8.3M
Creative Planning40,401
0.0% of portfolio›$7.6M
Ritholtz Wealth Management36,304
0.1% of portfolio›$6.9M
CWA Asset Management Group, LLC31,496
0.2% of portfolio›$6.0M
Mezzasalma Advisors, LLC30,890
1.2% of portfolio›$5.8M
Citigroup Inc26,343
0.0% of portfolio›$5.0M
Amalgamated Bank26,221
0.1% of portfolio›$5.0M
James Investment Research, Inc.23,623
0.5% of portfolio›$4.5M
Reinhart Partners, Llc.23,304
0.1% of portfolio›$4.4M
Commonwealth Equity Services, LLC23,127
0.0% of portfolio›$4.4M
Convergence Investment Partners, LLC22,930
0.3% of portfolio›$4.3M
Nisa Investment Advisors, LLC22,678
0.0% of portfolio›$4.3M
Kestra Advisory Services, LLC21,978
0.0% of portfolio›$4.2M
Pictet Asset Management Holding SA21,644
0.0% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC18,615
0.0% of portfolio›$3.6M
Cambridge Investment Research Advisors, Inc.17,738
0.0% of portfolio›$3.4M
Louisiana State Employees Retirement System16,800
0.0% of portfolio›$3.2M
State of New Jersey Common Pension Fund D16,494
0.0% of portfolio›$3.1M
State of Alaska, Department of Revenue15,746
0.1% of portfolio›$3.0M
AGF Management LTD15,486
0.0% of portfolio›$2.9M
Mullaney, Keating & Wright, Inc.14,831
0.6% of portfolio›$1.3M
Arizona State Retirement System14,323
0.0% of portfolio›$2.7M
Fifth Third Bancorp14,084
0.0% of portfolio›$2.7M
Imc-Chicago, LLC14,031
0.0% of portfolio›$2.7M
IFP Advisors, Inc13,857
0.0% of portfolio›$2.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,490
0.0% of portfolio›$2.6M
State of Michigan Retirement System13,300
0.0% of portfolio›$2.5M
Thrivent Financial for Lutherans12,385
0.0% of portfolio›$2.3M
ROI Financial Advisors, LLC12,027
1.2% of portfolio›$2.3M
New Mexico Educational Retirement Board11,990
0.1% of portfolio›$2.3M
Oregon Public Employees Retirement Fund11,752
0.0% of portfolio›$2.2M
Assenagon Asset Management S.A.11,698
0.0% of portfolio›$2.2M
Exchange Traded Concepts, LLC11,126
0.0% of portfolio›$2.1M
Values First Advisors, Inc.11,091
1.0% of portfolio›$2.1M
Assetmark, Inc11,089
0.0% of portfolio›$2.1M
Crossmark Global Holdings, Inc.10,882
0.0% of portfolio›$2.1M
Flynn Zito Capital Management, LLC10,720
0.5% of portfolio›$2.0M
Yousif Capital Management, LLC9,590
0.0% of portfolio›$1.8M
Towercrest Capital Management9,140
0.1% of portfolio›$786.8K
Burney Co/8,766
0.0% of portfolio›$1.7M
KG Capital Management8,696
1.0% of portfolio›$1.6M
Kingswood Wealth Advisors, LLC8,510
0.1% of portfolio›$1.6M
Alliance Wealth Management Group8,489
0.1% of portfolio›$730.7K
Virginia Retirement Systems ET Al7,630
0.0% of portfolio›$1.4M
Xponance LLC7,488
0.0% of portfolio›$1.4M
Jefferies Financial Group Inc.7,436
0.0% of portfolio›$1.4M
Oak Thistle LLC7,259
0.1% of portfolio›$1.4M
Lido Advisors, LLC6,636
0.0% of portfolio›$1.3M
DekaBank Deutsche Girozentrale6,630
0.0% of portfolio›$1.3M
Hohimer Wealth Management, LLC5,652
0.1% of portfolio›$1.1M
Inspire Investing, LLC5,423
0.0% of portfolio›$1.0M
Davis Investment Partners, LLC5,400
0.3% of portfolio›$1.0M
Kestra Investment Management, LLC5,190
0.0% of portfolio›$982.3K
William Mack & Associates, Inc.5,092
0.3% of portfolio›$963.8K
Oppenheimer Asset Management Inc.5,006
0.0% of portfolio›$947.5K
Brighton Jones LLC4,983
0.0% of portfolio›$943.2K
Fifth Third Wealth Advisors LLC4,833
0.0% of portfolio›$914.7K
Ethic Inc.4,759
0.0% of portfolio›$900.7K
Frank, Rimerman Advisors LLC4,682
0.0% of portfolio›$886.2K
Independent Financial Group, LLC4,593
0.0% of portfolio›$869.3K
Advisortrust Partners, LLC4,285
0.3% of portfolio›$811.0K
Mission Wealth Management, LP4,280
0.0% of portfolio›$810.1K
Macroview Investment Management LLC4,188
0.5% of portfolio›$792.8K
Quadrant Capital Group LLC4,111
0.0% of portfolio›$798.2K
Independence Bank of Kentucky4,000
0.1% of portfolio›$757.1K
HUB Investment Partners, LLC3,971
0.0% of portfolio›$751.6K
MBL Wealth, LLC3,964
0.0% of portfolio›$750.3K
Vise Technologies, Inc.3,945
0.0% of portfolio›$746.6K
J.W. Cole Advisors, Inc.3,848
0.0% of portfolio›$728.2K
Davenport & Co LLC3,705
0.0% of portfolio›$701.2K
Princeton Global Asset Management LLC3,522
0.1% of portfolio›$666.6K
Harel Insurance Investments & Financial Services Ltd.3,520
0.0% of portfolio›$666.0K
Y-Intercept (Hong Kong) Ltd3,495
0.0% of portfolio›$661.5K
Mesirow Financial Investment Management, Inc.3,474
0.0% of portfolio›$657.7K
Prospera Financial Services Inc3,391
0.0% of portfolio›$713.1K
Swiss Life Asset Management Ltd3,384
0.0% of portfolio›$640.5K
Wedmont Private Capital3,246
0.0% of portfolio›$622.8K
Maryland State Retirement & Pension System3,151
0.0% of portfolio›$596.4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP3,120
0.0% of portfolio›$590.5K
Stirlingshire Investments, Inc.3,056
0.4% of portfolio›$578.4K
EverSource Wealth Advisors, LLC3,026
0.0% of portfolio›$572.8K
OpenArc Corporate Advisory, LLC2,988
0.0% of portfolio›$565.5K
VestGen Advisors, LLC2,891
0.0% of portfolio›$547.2K
Legacy Wealth Asset Management, LLC2,836
0.1% of portfolio›$536.8K
Brown Financial Advisory2,580
0.2% of portfolio›$488.3K
CoreCap Advisors, LLC2,471
0.0% of portfolio›$467.7K
SteelPeak Wealth, LLC2,469
0.0% of portfolio›$467.3K
HB Wealth Management, LLC2,461
0.0% of portfolio›$465.8K
Compound Planning, Inc.2,450
0.0% of portfolio›$463.7K
Accel Wealth Management2,391
0.1% of portfolio›$452.5K
Coyle Financial Counsel LLC2,365
0.1% of portfolio›$447.5K
US Bancorp \de\2,362
0.0% of portfolio›$447.1K
Park Capital Management, LLC / WI2,285
0.2% of portfolio›$432.5K
Procyon Advisors, LLC2,181
0.0% of portfolio›$412.8K
ProShare Advisors LLC2,147
0.0% of portfolio›$406.4K
Cassaday & Co Wealth Management LLC2,140
0.0% of portfolio›$405.0K
Keystone Wealth Services, LLC2,065
0.1% of portfolio›$394.1K
Csenge Advisory Group2,061
0.0% of portfolio›$390.1K
Linden Thomas Advisory Services, LLC2,032
0.0% of portfolio›$384.6K
Old North State Wealth Management, LLC2,029
0.2% of portfolio›$384.2K
RFG Advisory, LLC2,011
0.0% of portfolio›$380.6K
Walker Asset Management, LLC2,000
0.2% of portfolio›$378.5K
SAX Wealth Advisors, LLC1,960
0.0% of portfolio›$371.0K
Patten & Patten Inc1,958
0.0% of portfolio›$370.5K
Choreo, LLC1,952
0.0% of portfolio›$369.4K
Parallel Advisors, LLC1,930
0.0% of portfolio›$365.3K
Childress Capital Advisors, LLC1,912
0.1% of portfolio›$361.9K
Krilogy Financial LLC1,857
0.0% of portfolio›$366.2K
Kathmere Capital Management, LLC1,854
0.0% of portfolio›$350.9K
Allspring Global Investments Holdings, LLC1,829
0.0% of portfolio›$342.2K
Norden Group LLC1,811
0.0% of portfolio›$342.8K
Anchyra Partners LLC1,810
0.1% of portfolio›$342.6K
TD Waterhouse Canada Inc.1,800
0.0% of portfolio›$336.8K
Symmetry Partners, LLC1,791
0.0% of portfolio›$339.0K
Gamma Investing LLC1,784
0.0% of portfolio›$337.7K
D'Orazio & Associates, Inc.1,760
0.0% of portfolio›$333.1K
CIBC Asset Management Inc1,748
0.0% of portfolio›$330.8K
Oarsman Capital, Inc.1,740
0.0% of portfolio›$329.3K
Farther Finance Advisors, LLC1,739
0.0% of portfolio›$329.2K
North Dakota State Investment Board1,735
0.0% of portfolio›$328.4K
Innealta Capital, LLC1,705
0.2% of portfolio›$322.7K
Trust Point Inc.1,656
0.0% of portfolio›$313.4K
Latitude Advisors, LLC1,641
0.1% of portfolio›$310.6K
Ignite Planners, LLC1,630
0.0% of portfolio›$308.5K
Cookson Peirce & Co Inc1,621
0.0% of portfolio›$306.8K
Axxcess Wealth Management, LLC1,618
0.0% of portfolio›$306.2K
Perigon Wealth Management, LLC1,605
0.0% of portfolio›$303.8K
Simplicity Wealth,LLC1,589
0.0% of portfolio›$300.8K
Blue Trust, Inc.1,589
0.0% of portfolio›$300.7K
Signal Advisors Wealth, LLC1,583
0.0% of portfolio›$299.7K
RHS Financial, LLC1,558
0.1% of portfolio›$294.9K
AlphaCore Capital LLC1,544
0.0% of portfolio›$292.2K
Penobscot Investment Management Company, Inc.1,540
0.0% of portfolio›$291.5K
King Luther Capital Management Corp1,537
0.0% of portfolio›$290.9K
SBI Securities Co., Ltd.1,506
0.0% of portfolio›$285.0K
Waterway Wealth Management, LLC1,501
0.1% of portfolio›$284.1K
J. L. Bainbridge & Co., Inc.1,500
0.0% of portfolio›$283.9K
KBC Group NV1,499
0.0% of portfolio›$284.0K
Guidance Capital, Inc1,489
0.1% of portfolio›$311.8K
Larson Financial Group LLC1,483
0.0% of portfolio›$280.7K
Prime Capital Investment Advisors, LLC1,476
0.0% of portfolio›$279.3K
Concurrent Investment Advisors, LLC1,467
0.0% of portfolio›$277.7K
Sterling Capital Management LLC1,459
0.0% of portfolio›$276.1K
Affinity Capital Advisors, LLC1,458
0.0% of portfolio›$286.1K
Beaumont Financial Advisors, LLC1,455
0.0% of portfolio›$275.4K
Oppenheimer & Co Inc1,439
0.0% of portfolio›$272.4K
D.A. Davidson & Co.1,430
0.0% of portfolio›$270.7K
Praxis Investment Management Inc1,406
0.0% of portfolio›$266.0K
Burns J W & Co Inc1,363
0.0% of portfolio›$258.0K
Aprio Wealth Management, LLC1,356
0.0% of portfolio›$256.7K
Everhart Financial Group, Inc.1,349
0.0% of portfolio›$255.3K
Caldwell Trust Co1,317
0.0% of portfolio›$249.3K
International Assets Investment Management, LLC1,266
0.0% of portfolio›$236.9K
MCF Advisors LLC1,264
0.0% of portfolio›$239.2K
Able Wealth Management LLC1,251
0.1% of portfolio›$243.0K
Ascent Group, LLC1,246
0.0% of portfolio›$235.8K
Profund Advisors LLC1,234
0.0% of portfolio›$233.6K
Signaturefd, LLC1,233
0.0% of portfolio›$233.4K
Claro Advisors Inc.1,196
0.0% of portfolio›$226.4K
Commonwealth Financial Services, LLC1,188
0.0% of portfolio›$224.9K
Monument Capital Management1,188
0.0% of portfolio›$224.9K
Inscription Capital, LLC1,164
0.0% of portfolio›$220.3K
Abel Hall, LLC1,162
0.0% of portfolio›$219.9K
Integrity Alliance, Llc.1,137
0.0% of portfolio›$215.2K
Robeco Institutional Asset Management B.V.1,137
0.0% of portfolio›$215.2K
Sagespring Wealth Partners, LLC1,135
0.0% of portfolio›$214.7K
Elevation Wealth Management LLC1,130
0.1% of portfolio›$213.9K
Inspirion Wealth Advisors, LLC1,110
0.0% of portfolio›$210.1K
Triton Wealth Management, Pllc1,086
0.1% of portfolio›$232.6K
First National Trust Co1,081
0.0% of portfolio›$204.6K
Citizens Financial Group Inc1,067
0.0% of portfolio›$202.0K
Kure Advisory, LLC1,064
0.1% of portfolio›$201.4K
FAI Advisors, Inc.1,060
0.1% of portfolio›$200.6K
Bison Wealth, LLC1,059
0.0% of portfolio›$208.9K
Chicago Partners Investment Group LLC1,001
0.0% of portfolio›$203.5K
Steph & Co824
0.0% of portfolio›$156.0K
Simplex Trading, LLC809
0.0% of portfolio›$153.1K
MassMutual Private Wealth & Trust, FSB804
0.0% of portfolio›$152.2K
Strs Ohio778
0.0% of portfolio›$147.3K
Fulcrum Asset Management LLP755
0.0% of portfolio›$144.1K
Mowery & Schoenfeld Wealth Management, LLC740
0.2% of portfolio›$140.1K
Fortitude Family Office, LLC709
0.0% of portfolio›$134.2K
Union Bancaire Privee, UBP SA700
0.0% of portfolio›$191
Elyxium Wealth, LLC638
0.0% of portfolio›$120.8K
Parkside Financial Bank & Trust578
0.0% of portfolio›$109.4K
Manchester Capital Management LLC559
0.0% of portfolio›$105.8K
Essential Partners LLC492
0.0% of portfolio›$93.1K
Bayforest Capital Ltd480
0.1% of portfolio›$90.9K
Nemes Rush Group LLC462
0.0% of portfolio›$87.4K
Cullen T Bankers, Inc.458
0.0% of portfolio›$86.7K
First Command Advisory Services, Inc.451
0.0% of portfolio›$85.4K
Versant Capital Management, Inc446
0.0% of portfolio›$84.4K
Investors Research Corp400
0.0% of portfolio›$75.7K
Eukles Asset Management340
0.0% of portfolio›$64.4K
Triumph Capital Management319
0.0% of portfolio›$60.5K
Root Financial Partners, LLC313
0.0% of portfolio›$59.2K
Indiana Trust & Investment Management Co300
0.0% of portfolio›$56.8K
True Wealth Design, LLC298
0.0% of portfolio›$56.4K
Towne Trust Company, N.a280
0.0% of portfolio›$53.0K
Salomon & Ludwin, LLC250
0.0% of portfolio›$47.3K
Covestor Ltd235
0.0% of portfolio›$44
Balance Wealth Partners LLC232
0.0% of portfolio›$43.8K
CX Institutional187
0.0% of portfolio›$35
Financial Perspectives, Inc184
0.0% of portfolio›$34.7K
BI Asset Management Fondsmaeglerselskab A/S183
0.0% of portfolio›$35
Nfsg Corp180
0.0% of portfolio›$34.1K
Ascentis Independent Advisors163
0.0% of portfolio›$30.9K
Silver Grove Financial Group, Inc.150
0.0% of portfolio›$28.4K
Provenance Wealth Advisors, LLC142
0.0% of portfolio›$26.9K
Private Trust Co NA140
0.0% of portfolio›$26.5K
Pinnacle Wealth Planning Services, Inc.120
0.0% of portfolio›$22.7K
Spire Wealth Management120
0.0% of portfolio›$22.7K
Bangor Savings Bank120
0.0% of portfolio›$22.7K
Jacobi Capital Management LLC100
0.0% of portfolio›$19.0K
Creative Financial Designs Inc96
0.0% of portfolio›$18.2K
Owl Creek Wealth Partners LLC95
0.0% of portfolio›$18.0K
JFS Wealth Advisors, LLC93
0.0% of portfolio›$17.6K
Tributary Capital Management, LLC74
0.0% of portfolio›$14.0K
TD Private Client Wealth LLC72
0.0% of portfolio›$13.6K
Private Wealth Management Group, LLC70
0.0% of portfolio›$13.2K
Entrust Financial LLC60
0.0% of portfolio›$11.4K
Mitsubishi UFJ Asset Management Co., Ltd.60
0.0% of portfolio›$11.4K
Highline Wealth Partners LLC54
0.0% of portfolio›$10.2K
Bare Financial Services, Inc53
0.0% of portfolio›$10.0K
Bradley & Co. Private Wealth Management, LLC50
0.0% of portfolio›$9.5K
Bell Investment Advisors, Inc50
0.0% of portfolio›$9.5K
Montgomery Financial Services LLC50
0.0% of portfolio›$9.5K
Contravisory Investment Management, Inc.49
0.0% of portfolio›$9.3K
Mather Group, Llc.48
0.0% of portfolio›$9.1K
Farmers & Merchants Investments Inc46
0.0% of portfolio›$8.7K
SJS Investment Consulting Inc.42
0.0% of portfolio›$8.0K
Clark Wealth Partners39
0.0% of portfolio›$7.4K
Meriwether Wealth & Planning, LLC35
0.0% of portfolio›$6.6K
Montag A & Associates Inc33
0.0% of portfolio›$6.3K
James T. Borello RIA31
0.0% of portfolio›$5.9K
Wilmington Savings Fund Society, FSB30
0.0% of portfolio›$5.7K
Rossby Financial, LCC27
0.0% of portfolio›$5.1K
Cromwell Holdings LLC22
0.0% of portfolio›$4.2K
Hughes Financial Services, LLC21
0.0% of portfolio›$4.4K
Bay Harbor Wealth Management, LLC20
0.0% of portfolio›$3.8K
Elevation Wealth Partners, LLC18
0.0% of portfolio›$3.4K
Creative Capital Management Investments LLC17
0.0% of portfolio›$3.2K
Valued Wealth Advisors LLC15
0.0% of portfolio›$2.8K
William B. Walkup & Associates, Inc.14
0.0% of portfolio›$2.7K
Marquette Asset Management, LLC12
0.0% of portfolio›$2.3K
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$1.9K
Archer Investment Corp10
0.0% of portfolio›$1.9K
Strengthening Families & Communities, LLC10
0.0% of portfolio›$1.9K
Valley National Advisers Inc8
0.0% of portfolio›$1.5K
UMB Private Wealth Management, LLC8
0.0% of portfolio›$1.5K
North Star Investment Management Corp.8
0.0% of portfolio›$1.5K
Ascentis Wealth Management, LLC6
0.0% of portfolio›$1.1K
Toth Financial Advisory Corp6
0.0% of portfolio›$1.1K
Signature Equity Partners, LLC6
0.0% of portfolio›$1.1K
USA Financial Formulas4
0.0% of portfolio›$757
Mountain Hill Investment Partners Corp.3
0.0% of portfolio›$568
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$568
DecisionPoint Financial, LLC3
0.0% of portfolio›$562
Proathlete Wealth Management LLC3
0.0% of portfolio›$567
Trust Co of Vermont3
0.0% of portfolio›$568
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$379
Financial Consulate, Inc1
0.0% of portfolio›$190
Key Capital Management, Inc1
0.0% of portfolio›$213
Signature Resources Capital Management, LLC1
0.0% of portfolio›$189
Leonteq Securities AG1
0.0% of portfolio›$189
Maryland Capital Advisors Inc.1
0.0% of portfolio›$190
Rakuten Securities, Inc.1
0.0% of portfolio›$189
Heritage Family Offices, LLP0
0.0% of portfolio›$24
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
835,457$158.1M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
574,730$108.8M0.0%CoreLowNew York, NY2026-11-05
Truist Financial Corp
287,192$54.4M0.1%CoreLowCharlotte, NC2026-10-30
Principal Financial Group Inc
220,667$41.8M0.0%CoreLowDes Moines, IA2026-11-02
Kintegral Advisory, LLC
172,584$14.9M1.2%GrowthVery LowNew York, NY2026-10-16
Arbejdsmarkedets Tillaegspension
126,500$23.9M0.6%ValueHighHilleroed, Greece2026-10-30
Vest Financial, LLC
112,738$21.3M0.2%ValueMediumMclean, VA2026-10-21
Retirement Systems of Alabama
58,294$11.0M0.0%IndexLowMontgomery, AL2026-11-04
New York State Teachers Retirement System
57,796$10.9M0.0%CoreVery LowAlbany, NY2026-10-22
Mutual of America Capital Management LLC
47,935$9.1M0.1%IndexLowNew York, NY2026-10-23
Marathon Asset Management Ltd
47,125$8.9M0.4%ValueLowLondon, United Kingdom2026-10-26
Illinois Municipal Retirement Fund
43,776$8.3M0.1%CoreMediumOak Brook, IL2026-11-05
Creative Planning
40,401$7.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Ritholtz Wealth Management
36,304$6.9M0.1%IndexLowNew York, NY2026-11-05
CWA Asset Management Group, LLC
31,496$6.0M0.2%CoreMediumNaples, FL2026-10-19
Mezzasalma Advisors, LLC
30,890$5.8M1.2%GrowthLowTinton Falls, NJ2026-10-14
Citigroup Inc
26,343$5.0M0.0%CoreMediumNew York, NY2026-11-04
Amalgamated Bank
26,221$5.0M0.1%CoreVery LowNew York, NY2026-10-23
James Investment Research, Inc.
23,623$4.5M0.5%CoreLowAlpha, OH2026-10-22
Reinhart Partners, Llc.
23,304$4.4M0.1%ValueMediumMequon, WI2026-10-09
Commonwealth Equity Services, LLC
23,127$4.4M0.0%ETFLowWaltham, MA2026-11-02
Convergence Investment Partners, LLC
22,930$4.3M0.3%GARPHighPalm Beach Gardens, FL2026-10-28
Nisa Investment Advisors, LLC
22,678$4.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Kestra Advisory Services, LLC
21,978$4.2M0.0%CoreLowAustin, TX2026-11-02
Pictet Asset Management Holding SA
21,644$4.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
18,615$3.6M0.0%CoreLowPlymouth, MN2026-10-13
Cambridge Investment Research Advisors, Inc.
17,738$3.4M0.0%ETFLowFairfield, IA2026-11-02
Louisiana State Employees Retirement System
16,800$3.2M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
16,494$3.1M0.0%CoreLowTrenton, NJ2026-11-05
State of Alaska, Department of Revenue
15,746$3.0M0.1%CoreVery LowJuneau, AK2026-10-15
AGF Management LTD
15,486$2.9M0.0%GrowthHighToronto, Australia2026-11-03
Mullaney, Keating & Wright, Inc.
14,831$1.3M0.6%GrowthVery LowMiddletown, CT2026-10-19
Arizona State Retirement System
14,323$2.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fifth Third Bancorp
14,084$2.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Imc-Chicago, LLC
14,031$2.7M0.0%GARPVery HighChicago, IL2026-11-05
IFP Advisors, Inc
13,857$2.6M0.0%GrowthLowTampa, FL2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,490$2.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
13,300$2.5M0.0%IndexLowEast Lansing, MI2026-10-27
Thrivent Financial for Lutherans
12,385$2.3M0.0%GARPMediumMinneapolis, MN2026-11-05
ROI Financial Advisors, LLC
12,027$2.3M1.2%GrowthVery LowBeaverton, OR2026-10-19
New Mexico Educational Retirement Board
11,990$2.3M0.1%IndexVery LowSanta Fe, NM2026-11-05
Oregon Public Employees Retirement Fund
11,752$2.2M0.0%IndexVery LowTigard, OR2026-10-30
Assenagon Asset Management S.A.
11,698$2.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Exchange Traded Concepts, LLC
11,126$2.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
Values First Advisors, Inc.
11,091$2.1M1.0%CoreMediumJohnson City, TN2026-10-23
Assetmark, Inc
11,089$2.1M0.0%ETFLowConcord, CA2026-10-21
Crossmark Global Holdings, Inc.
10,882$2.1M0.0%GARPMediumHouston, TX2026-10-21
Flynn Zito Capital Management, LLC
10,720$2.0M0.5%ETFLowGarden City, NY2026-11-04
Yousif Capital Management, LLC
9,590$1.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Towercrest Capital Management
9,140$786.8K0.1%ETFVery LowNewtown, PA2026-10-23
Burney Co/
8,766$1.7M0.0%GARPMediumReston, VA2026-10-15
KG Capital Management
8,696$1.6M1.0%CoreLowSt. Francisville, LA2026-10-15
Kingswood Wealth Advisors, LLC
8,510$1.6M0.1%GrowthLowSan Diego, CA2026-10-23
Alliance Wealth Management Group
8,489$730.7K0.1%ETFLowFlemington, NJ2026-10-29
Virginia Retirement Systems ET Al
7,630$1.4M0.0%CoreMediumRichmond, VA2026-10-28
Xponance LLC
7,488$1.4M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Jefferies Financial Group Inc.
7,436$1.4M0.0%CoreVery HighNew York, NY2026-11-05
Oak Thistle LLC
7,259$1.4M0.1%ValueVery HighNew York, NY2026-10-21
Lido Advisors, LLC
6,636$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
DekaBank Deutsche Girozentrale
6,630$1.3M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Hohimer Wealth Management, LLC
5,652$1.1M0.1%CoreHighSeattle, WA2026-11-04
Inspire Investing, LLC
5,423$1.0M0.0%GARPHighMeridian, ID2026-10-22
Davis Investment Partners, LLC
5,400$1.0M0.3%ETFLowCharlotte, NC2026-11-05
Kestra Investment Management, LLC
5,190$982.3K0.0%ETFMediumAustin, TX2026-11-04
William Mack & Associates, Inc.
5,092$963.8K0.3%ETFLowTroy, MI2026-10-27
Oppenheimer Asset Management Inc.
5,006$947.5K0.0%CoreMediumNew York, NY2026-10-27
Brighton Jones LLC
4,983$943.2K0.0%CoreVery LowSeattle, WA2026-11-03
Fifth Third Wealth Advisors LLC
4,833$914.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Ethic Inc.
4,759$900.7K0.0%CoreLowNew York, NY2026-11-03
Frank, Rimerman Advisors LLC
4,682$886.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Independent Financial Group, LLC
4,593$869.3K0.0%GrowthLowSan Diego, CA2026-10-13
Advisortrust Partners, LLC
4,285$811.0K0.3%CoreHighRaleigh, NC2026-11-02
Mission Wealth Management, LP
4,280$810.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Macroview Investment Management LLC
4,188$792.8K0.5%ETFLowBethesda, MD2026-10-26
Quadrant Capital Group LLC
4,111$798.2K0.0%CoreLowCincinnati, OH2026-10-20
Independence Bank of Kentucky
4,000$757.1K0.1%GrowthLowOwensboro, KY2026-10-26
HUB Investment Partners, LLC
3,971$751.6K0.0%GrowthLowAustin, TX2026-11-03
MBL Wealth, LLC
3,964$750.3K0.0%ETFLowCharlotte, NC2026-10-22
Vise Technologies, Inc.
3,945$746.6K0.0%IndexLowNew York, NY2026-10-29
J.W. Cole Advisors, Inc.
3,848$728.2K0.0%IndexLowTampa, FL2026-11-05
Davenport & Co LLC
3,705$701.2K0.0%CoreMediumRichmond, VA2026-10-14
Princeton Global Asset Management LLC
3,522$666.6K0.1%GrowthLowPrinceton, NJ2026-10-21
Harel Insurance Investments & Financial Services Ltd.
3,520$666.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Y-Intercept (Hong Kong) Ltd
3,495$661.5K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Mesirow Financial Investment Management, Inc.
3,474$657.7K0.0%CoreLowChicago, IL2026-11-05
Prospera Financial Services Inc
3,391$713.1K0.0%CoreMediumDallas, TX2026-11-04
Swiss Life Asset Management Ltd
3,384$640.5K0.0%CoreLowZurich, Switzerland2026-11-03
Wedmont Private Capital
3,246$622.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Maryland State Retirement & Pension System
3,151$596.4K0.0%IndexVery LowBaltimore, MD2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
3,120$590.5K0.0%GrowthVery LowBoston, MA2026-10-23
Stirlingshire Investments, Inc.
3,056$578.4K0.4%ETFMediumNew York, NY2026-11-05
EverSource Wealth Advisors, LLC
3,026$572.8K0.0%CoreMediumBirmingham, AL2026-11-04
OpenArc Corporate Advisory, LLC
2,988$565.5K0.0%GrowthLowAtlanta, GA2026-10-21
VestGen Advisors, LLC
2,891$547.2K0.0%GrowthMediumChicago, IL2026-10-27
Legacy Wealth Asset Management, LLC
2,836$536.8K0.1%GARPMediumWoodbury, MN2026-10-09
Brown Financial Advisory
2,580$488.3K0.2%ETFVery LowFairhope, AL2026-11-05
CoreCap Advisors, LLC
2,471$467.7K0.0%ETFMediumSouthfield, MI2026-10-08
SteelPeak Wealth, LLC
2,469$467.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
HB Wealth Management, LLC
2,461$465.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Compound Planning, Inc.
2,450$463.7K0.0%CoreLowNew York, NY2026-11-05
Accel Wealth Management
2,391$452.5K0.1%ETFLowWaverly, IA2026-10-13
Coyle Financial Counsel LLC
2,365$447.5K0.1%ETFVery LowGlenview, IL2026-10-28
US Bancorp \de\
2,362$447.1K0.0%IndexLowMinneapolis, MN2026-11-05
Park Capital Management, LLC / WI
2,285$432.5K0.2%GrowthHighMadison, WI2026-10-13
Procyon Advisors, LLC
2,181$412.8K0.0%CoreVery LowShelton, CT2026-10-21
ProShare Advisors LLC
2,147$406.4K0.0%GrowthLowBethesda, MD2026-10-29
Cassaday & Co Wealth Management LLC
2,140$405.0K0.0%ETFVery LowMclean, VA2026-10-27
Keystone Wealth Services, LLC
2,065$394.1K0.1%ETFHighPalm Desert, CA2026-11-03
Csenge Advisory Group
2,061$390.1K0.0%ETFMediumClearwater, FL2026-11-04
Linden Thomas Advisory Services, LLC
2,032$384.6K0.0%CoreLowCharlotte, NC2026-10-19
Old North State Wealth Management, LLC
2,029$384.2K0.2%ValueMediumWilmington, NC2026-10-22
RFG Advisory, LLC
2,011$380.6K0.0%ETFMediumBirmingham, AL2026-11-03
Walker Asset Management, LLC
2,000$378.5K0.2%CoreVery LowSpringfield, MO2026-10-13
SAX Wealth Advisors, LLC
1,960$371.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Patten & Patten Inc
1,958$370.5K0.0%CoreLowChattanooga, TN2026-10-26
Choreo, LLC
1,952$369.4K0.0%IndexLowRockford, IL2026-10-28
Parallel Advisors, LLC
1,930$365.3K0.0%IndexLowSan Francisco, CA2026-11-03
Childress Capital Advisors, LLC
1,912$361.9K0.1%GARPMediumHouston, TX2026-10-28
Krilogy Financial LLC
1,857$366.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Kathmere Capital Management, LLC
1,854$350.9K0.0%ETFLowWayne, PA2026-10-20
Allspring Global Investments Holdings, LLC
1,829$342.2K0.0%CoreMediumCharlotte, NC2026-11-04
Norden Group LLC
1,811$342.8K0.0%GrowthMediumProvo, UT2026-10-20
Anchyra Partners LLC
1,810$342.6K0.1%CoreLowAtlanta, GA2026-10-13
TD Waterhouse Canada Inc.
1,800$336.8K0.0%CoreLowToronto, Australia2026-10-16
Symmetry Partners, LLC
1,791$339.0K0.0%ETFLowGlastonbury, CT2026-10-27
Gamma Investing LLC
1,784$337.7K0.0%IndexVery LowFoster City, CA2026-10-08
D'Orazio & Associates, Inc.
1,760$333.1K0.0%ETFLowVienna, VA2026-11-04
CIBC Asset Management Inc
1,748$330.8K0.0%GARPLowToronto, South Africa2026-11-05
Oarsman Capital, Inc.
1,740$329.3K0.0%ETFLowMilwaukee, WI2026-11-05
Farther Finance Advisors, LLC
1,739$329.2K0.0%IndexLowSan Francisco, CA2026-10-08
North Dakota State Investment Board
1,735$328.4K0.0%GrowthMediumBismarck, ND2026-10-27
Innealta Capital, LLC
1,705$322.7K0.2%ETFMediumAustin, TX2026-11-02
Trust Point Inc.
1,656$313.4K0.0%CoreMediumLa Crosse, WI2026-10-27
Latitude Advisors, LLC
1,641$310.6K0.1%ETFLowYorkville, IL2026-10-27
Ignite Planners, LLC
1,630$308.5K0.0%CoreLowSan Clemente, CA2026-10-14
Cookson Peirce & Co Inc
1,621$306.8K0.0%GrowthHighPittsburgh, PA2026-10-30
Axxcess Wealth Management, LLC
1,618$306.2K0.0%CoreLowCarlsbad, CA2026-10-21
Perigon Wealth Management, LLC
1,605$303.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Simplicity Wealth,LLC
1,589$300.8K0.0%ETFLowSummit, NJ2026-10-23
Blue Trust, Inc.
1,589$300.7K0.0%ETFLowBrentwood, TN2026-10-15
Signal Advisors Wealth, LLC
1,583$299.7K0.0%ETFLowDetroit, MI2026-10-13
RHS Financial, LLC
1,558$294.9K0.1%ETFMediumSan Francisco, CA2026-10-13
AlphaCore Capital LLC
1,544$292.2K0.0%ETFLowLa Jolla, CA2026-11-04
Penobscot Investment Management Company, Inc.
1,540$291.5K0.0%GrowthLowBoston, MA2026-10-26
King Luther Capital Management Corp
1,537$290.9K0.0%CoreLowFort Worth, TX2026-11-05
SBI Securities Co., Ltd.
1,506$285.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Waterway Wealth Management, LLC
1,501$284.1K0.1%ETFMediumThe Woodlands, TX2026-10-28
J. L. Bainbridge & Co., Inc.
1,500$283.9K0.0%GrowthLowSarasota, FL2026-10-20
KBC Group NV
1,499$284.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Guidance Capital, Inc
1,489$311.8K0.1%ETFMediumLousville, KY2026-11-03
Larson Financial Group LLC
1,483$280.7K0.0%GrowthLowSt Louis, MO2026-11-05
Prime Capital Investment Advisors, LLC
1,476$279.3K0.0%ETFLowOverland Park, KS2026-10-20
Concurrent Investment Advisors, LLC
1,467$277.7K0.0%GrowthMediumTampa, FL2026-10-16
Sterling Capital Management LLC
1,459$276.1K0.0%GARPMediumCharlotte, NC2026-10-22
Affinity Capital Advisors, LLC
1,458$286.1K0.0%ETFLowBerkeley, CA2026-10-13
Beaumont Financial Advisors, LLC
1,455$275.4K0.0%GrowthMediumNeedham, MA2026-10-22
Oppenheimer & Co Inc
1,439$272.4K0.0%CoreLowNew York, NY2026-10-26
D.A. Davidson & Co.
1,430$270.7K0.0%CoreLowGreat Falls, MT2026-10-28
Praxis Investment Management Inc
1,406$266.0K0.0%CoreLowGoshen, IN2026-11-03
Burns J W & Co Inc
1,363$258.0K0.0%GrowthVery LowDewitt, NY2026-10-20
Aprio Wealth Management, LLC
1,356$256.7K0.0%ETFMediumAtlanta, GA2026-10-28
Everhart Financial Group, Inc.
1,349$255.3K0.0%ETFLowDublin, OH2026-10-08
Caldwell Trust Co
1,317$249.3K0.0%GrowthLowVenice, FL2026-10-30
International Assets Investment Management, LLC
1,266$236.9K0.0%CoreVery HighOrlando, FL2026-11-02
MCF Advisors LLC
1,264$239.2K0.0%ETFLowLexington, KY2026-10-28
Able Wealth Management LLC
1,251$243.0K0.1%ETFMediumToms River, NJ2026-10-13
Ascent Group, LLC
1,246$235.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Profund Advisors LLC
1,234$233.6K0.0%GrowthLowBethesda, MD2026-10-29
Signaturefd, LLC
1,233$233.4K0.0%IndexLowAtlanta, GA2026-10-23
Claro Advisors Inc.
1,196$226.4K0.0%CoreLowBoston, MA2026-11-02
Commonwealth Financial Services, LLC
1,188$224.9K0.0%ETFMediumVienna, WV2026-10-20
Monument Capital Management
1,188$224.9K0.0%GARPHighAlexandria, VA2026-10-09
Inscription Capital, LLC
1,164$220.3K0.0%GARPMediumHouston, TX2026-11-02
Abel Hall, LLC
1,162$219.9K0.0%CoreMediumBaton Rouge, LA2026-10-19
Integrity Alliance, Llc.
1,137$215.2K0.0%ETFMediumUrbandale, IA2026-10-29
Robeco Institutional Asset Management B.V.
1,137$215.2K0.0%CoreMediumRotterdam, Philippines2026-10-20
Sagespring Wealth Partners, LLC
1,135$214.7K0.0%ETFLowFranklin, TN2026-10-22
Elevation Wealth Management LLC
1,130$213.9K0.1%Agg GrowthLowEden Prairie, MN2026-11-02
Inspirion Wealth Advisors, LLC
1,110$210.1K0.0%ETFMediumLibertyville, IL2026-10-09
Triton Wealth Management, Pllc
1,086$232.6K0.1%ETFMediumSun City, AZ2026-11-04
First National Trust Co
1,081$204.6K0.0%GrowthLowJohnstown, PA2026-10-28
Citizens Financial Group Inc
1,067$202.0K0.0%GrowthLowProvidence, RI2026-10-23
Kure Advisory, LLC
1,064$201.4K0.1%ETFVery LowPlymouth, MN2026-10-08
FAI Advisors, Inc.
1,060$200.6K0.1%GrowthLowFarmington Hills, MI2026-10-27
Bison Wealth, LLC
1,059$208.9K0.0%GrowthMediumAtlanta, GA2026-10-13
Chicago Partners Investment Group LLC
1,001$203.5K0.0%GARPLowChicago, IL2026-10-27
Steph & Co
824$156.0K0.0%ETFLowMarinette, WI2026-10-07
Simplex Trading, LLC
809$153.1K0.0%CoreVery HighChicago, IL2026-11-04
MassMutual Private Wealth & Trust, FSB
804$152.2K0.0%CoreLowSpringfield, MA2026-10-05
Strs Ohio
778$147.3K0.0%CoreMediumColumbus, OH2026-10-30
Fulcrum Asset Management LLP
755$144.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
740$140.1K0.2%GrowthMediumLincolnshire, IL2026-10-28
Fortitude Family Office, LLC
709$134.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Union Bancaire Privee, UBP SA
700$1910.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Elyxium Wealth, LLC
638$120.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Parkside Financial Bank & Trust
578$109.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Manchester Capital Management LLC
559$105.8K0.0%CoreLowManchester, VT2026-10-22
Essential Partners LLC
492$93.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bayforest Capital Ltd
480$90.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Nemes Rush Group LLC
462$87.4K0.0%CoreVery LowNovi, MI2026-11-04
Cullen T Bankers, Inc.
458$86.7K0.0%GrowthLowSan Antonio, TX2026-10-28
First Command Advisory Services, Inc.
451$85.4K0.0%IndexLowFort Worth, TX2026-11-05
Versant Capital Management, Inc
446$84.4K0.0%GARPLowPhoenix, AZ2026-10-02
Investors Research Corp
400$75.7K0.0%ETFLowAtlanta, GA2026-10-07
Eukles Asset Management
340$64.4K0.0%CoreLowCincinnati, OH2026-11-04
Triumph Capital Management
319$60.5K0.0%ETFMediumDenver, CO2026-10-14
Root Financial Partners, LLC
313$59.2K0.0%ETFMediumEncinitas, CA2026-10-21
Indiana Trust & Investment Management Co
300$56.8K0.0%GrowthLowMishawaka, IN2026-10-22
True Wealth Design, LLC
298$56.4K0.0%ETFMediumAkron, OH2026-10-13
Towne Trust Company, N.a
280$53.0K0.0%CoreLowNewport News, VA2026-10-28
Salomon & Ludwin, LLC
250$47.3K0.0%ETFVery LowRichmond, VA2026-10-29
Covestor Ltd
235$440.0%ValueHighLondon, United Kingdom2026-10-30
Balance Wealth Partners LLC
232$43.8K0.0%ETFMediumWorthington, OH2026-10-27
CX Institutional
187$350.0%CoreMediumAuburn, IN2026-10-02
Financial Perspectives, Inc
184$34.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
183$350.0%CoreMediumKobenhavn, Greece2026-10-22
Nfsg Corp
180$34.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Ascentis Independent Advisors
163$30.9K0.0%ETFLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
150$28.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
142$26.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Trust Co NA
140$26.5K0.0%CoreLowCleveland, OH2026-10-20
Pinnacle Wealth Planning Services, Inc.
120$22.7K0.0%GARPLowMansfield, OH2026-10-27
Spire Wealth Management
120$22.7K0.0%GrowthMediumMclean, VA2026-10-30
Bangor Savings Bank
120$22.7K0.0%ETFLowBangor, ME2026-10-06
Jacobi Capital Management LLC
100$19.0K0.0%CoreLowPittston, PA2026-11-05
Creative Financial Designs Inc
96$18.2K0.0%ETFMediumKokomo, IN2026-11-04
Owl Creek Wealth Partners LLC
95$18.0K0.0%IndexLowGreenwood Village, CO2026-10-20
JFS Wealth Advisors, LLC
93$17.6K0.0%ETFVery LowHermitage, PA2026-11-03
Tributary Capital Management, LLC
74$14.0K0.0%ValueMediumOmaha, NE2026-10-28
TD Private Client Wealth LLC
72$13.6K0.0%ETFLowNew York, NY2026-10-28
Private Wealth Management Group, LLC
70$13.2K0.0%ETFLowPrinceton, NJ2026-10-19
Entrust Financial LLC
60$11.4K0.0%ETFLowWayne, PA2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
60$11.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Highline Wealth Partners LLC
54$10.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bare Financial Services, Inc
53$10.0K0.0%ETFVery LowGap, PA2026-11-04
Bradley & Co. Private Wealth Management, LLC
50$9.5K0.0%CoreVery LowMiami, FL2026-10-23
Bell Investment Advisors, Inc
50$9.5K0.0%ETFVery LowOrinda, CA2026-10-29
Montgomery Financial Services LLC
50$9.5K0.0%ETFN/AOcean City, MD2026-11-03
Contravisory Investment Management, Inc.
49$9.3K0.0%MomentumHighNorwell, MA2026-10-13
Mather Group, Llc.
48$9.1K0.0%ETFMediumChicago, IL2026-10-14
Farmers & Merchants Investments Inc
46$8.7K0.0%CoreVery LowLincoln, NE2026-10-22
SJS Investment Consulting Inc.
42$8.0K0.0%ETFVery LowSylvania, OH2026-10-26
Clark Wealth Partners
39$7.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Meriwether Wealth & Planning, LLC
35$6.6K0.0%ETFMediumMinden, LA2026-10-13
Montag A & Associates Inc
33$6.3K0.0%CoreLowAtlanta, GA2026-10-29
James T. Borello RIA
31$5.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Wilmington Savings Fund Society, FSB
30$5.7K0.0%CoreLowWilmington, DE2026-10-23
Rossby Financial, LCC
27$5.1K0.0%ETFMediumMelbourne, FL2026-11-05
Cromwell Holdings LLC
22$4.2K0.0%IndexLowJackson, WY2026-10-28
Hughes Financial Services, LLC
21$4.4K0.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
20$3.8K0.0%ETFMediumHunt Valley, MD2026-11-03
Elevation Wealth Partners, LLC
18$3.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Creative Capital Management Investments LLC
17$3.2K0.0%ETFLowSan Diego, CA2026-10-28
Valued Wealth Advisors LLC
15$2.8K0.0%IndexVery LowHolladay, UT2026-11-05
William B. Walkup & Associates, Inc.
14$2.7K0.0%ValueLowColumbia, SC2026-11-05
Marquette Asset Management, LLC
12$2.3K0.0%ETFVery LowMinneapolis, MN2026-10-09
DiNuzzo Private Wealth, Inc.
10$1.9K0.0%ETFLowBeaver, PA2026-10-16
Archer Investment Corp
10$1.9K0.0%CoreMediumCarmel, IN2026-11-05
Strengthening Families & Communities, LLC
10$1.9K0.0%CoreMediumBoston, MA2026-10-21
Valley National Advisers Inc
8$1.5K0.0%ETFLowBethlehem, PA2026-10-23
UMB Private Wealth Management, LLC
8$1.5K0.0%GrowthN/AKansas City, MO2026-10-19
North Star Investment Management Corp.
8$1.5K0.0%CoreLowChicago, IL2026-10-27
Ascentis Wealth Management, LLC
6$1.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Toth Financial Advisory Corp
6$1.1K0.0%CoreLowLeesburg, VA2026-10-08
Signature Equity Partners, LLC
6$1.1K0.0%GrowthMediumColumbus, OH2026-10-29
USA Financial Formulas
4$7570.0%ETFVery HighAda, MI2026-10-16
Mountain Hill Investment Partners Corp.
3$5680.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Physician Wealth Advisors, Inc.
3$5680.0%ETFMediumMidvale, UT2026-10-20
DecisionPoint Financial, LLC
3$5620.0%ETFVery LowMesa, AZ2026-10-27
Proathlete Wealth Management LLC
3$5670.0%ETFVery LowBoca Raton, FL2026-10-15
Trust Co of Vermont
3$5680.0%CoreVery LowBrattleboro, VT2026-10-21
Birchwood Financial Partners, Inc.
2$3790.0%ETFVery LowBloomington, MN2026-11-02
Financial Consulate, Inc
1$1900.0%ETFLowHunt Valley, MD2026-10-23
Key Capital Management, Inc
1$2130.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Signature Resources Capital Management, LLC
1$1890.0%ETFLowNewport Beach, CA2026-10-16
Leonteq Securities AG
1$1890.0%CoreHighZurich, Switzerland2026-10-29
Maryland Capital Advisors Inc.
1$1900.0%ETFVery LowChester, MD2026-10-15
Rakuten Securities, Inc.
1$1890.0%Agg GrowthHighTokyo, Mexico2026-11-02
Heritage Family Offices, LLP
0$240.0%GrowthHighScottsdale, AZ2026-11-02