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Conagra Brands Inc (CAG)

CUSIP: 205887102 | NYSE | Consumer Defensive · Packaged Foods | Mid Cap | 3009 institutional holders

Quarters

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

Dimensional Fund Advisors LP21,136,825
0.1% of portfolio›$284.1M
Bank of New York Mellon Corp3,672,934
0.0% of portfolio›$49.4M
Thompson Siegel & Walmsley LLC3,076,885
1.7% of portfolio›$41.4M
Wilsey Asset Management Inc2,407,915
4.8% of portfolio›$32.4M
Principal Financial Group Inc2,270,257
0.0% of portfolio›$30.5M
Creative Planning1,498,324
0.0% of portfolio›$20.1M
QSM Asset Management Ltd960,661
5.3% of portfolio›$12.9M
F&V Capital Management, LLC907,074
4.5% of portfolio›$12.2M
Kornitzer Capital Management Inc746,465
0.2% of portfolio›$10.0M
Counterpoint Mutual Funds LLC630,068
0.7% of portfolio›$8.5M
Sound Income Strategies, LLC524,288
0.3% of portfolio›$7.1M
Wealth Enhancement Advisory Services, LLC511,914
0.0% of portfolio›$6.3M
Thrivent Financial for Lutherans475,314
0.0% of portfolio›$6.1M
Cantor Fitzgerald Investment Advisors L.P.447,977
0.3% of portfolio›$6.0M
Bell Bank441,121
0.2% of portfolio›$5.9M
Wedge Capital Management L L P371,726
0.1% of portfolio›$5.0M
Pekin Hardy Strauss, Inc.337,359
0.4% of portfolio›$4.5M
IFP Advisors, Inc309,934
0.1% of portfolio›$4.2M
New York State Teachers Retirement System298,742
0.0% of portfolio›$4.0M
Ethic Inc.291,315
0.0% of portfolio›$3.9M
Citigroup Inc275,739
0.0% of portfolio›$3.7M
Illinois Municipal Retirement Fund260,339
0.0% of portfolio›$3.5M
Cambridge Investment Research Advisors, Inc.260,013
0.0% of portfolio›$3.5M
Old National Bancorp247,847
0.1% of portfolio›$3.3M
CWA Asset Management Group, LLC243,931
0.1% of portfolio›$3.3M
Gilman Hill Asset Management, LLC228,935
0.4% of portfolio›$3.1M
Louisiana State Employees Retirement System203,900
0.0% of portfolio›$2.7M
Vise Technologies, Inc.178,120
0.0% of portfolio›$2.4M
Exchange Traded Concepts, LLC171,218
0.0% of portfolio›$2.3M
Tweedy, Browne Co LLC171,218
0.2% of portfolio›$2.3M
D.A. Davidson & Co.169,099
0.0% of portfolio›$2.3M
Chicago Partners Investment Group LLC159,310
0.0% of portfolio›$2.4M
Collar Capital Management, LLC158,131
1.3% of portfolio›$2.1M
Disciplined Equity Management, Inc.157,380
0.9% of portfolio›$2.1M
Sigma Planning Corp156,258
0.1% of portfolio›$2.1M
State of New Jersey Common Pension Fund D147,705
0.0% of portfolio›$2.0M
Gateway Investment Advisers LLC147,328
0.0% of portfolio›$2.0M
Royal Fund Management, LLC145,900
0.2% of portfolio›$2.0M
Kestra Advisory Services, LLC141,721
0.0% of portfolio›$1.9M
Arizona State Retirement System134,801
0.0% of portfolio›$1.8M
US Bancorp \de\133,510
0.0% of portfolio›$1.8M
Amalgamated Bank132,486
0.0% of portfolio›$1.8M
State of Alaska, Department of Revenue121,318
0.0% of portfolio›$1.6M
Clifford Swan Investment Counsel LLC120,004
0.1% of portfolio›$1.6M
Commonwealth Equity Services, LLC115,724
0.0% of portfolio›$1.6M
Fruth Investment Management115,191
0.8% of portfolio›$1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS112,756
0.0% of portfolio›$1.5M
Oregon Public Employees Retirement Fund107,400
0.0% of portfolio›$1.4M
180 Wealth Advisors, LLC101,749
0.1% of portfolio›$1.4M
Yousif Capital Management, LLC97,640
0.0% of portfolio›$1.3M
Adams Asset Advisors, LLC96,100
0.1% of portfolio›$1.3M
Miller Financial Services LLC94,576
1.0% of portfolio›$1.3M
Alkeme Wealth, LLC89,851
0.5% of portfolio›$1.2M
First Nebraska Trust Co88,349
0.1% of portfolio›$1.2M
Accurate Wealth Management, LLC82,741
0.1% of portfolio›$1.1M
Choreo, LLC79,880
0.0% of portfolio›$1.1M
Fulcrum Asset Management LLP77,569
0.1% of portfolio›$1.1M
Pictet Asset Management Holding SA75,689
0.0% of portfolio›$1.0M
Sowell Financial Services LLC75,363
0.0% of portfolio›$1.0M
Gamma Investing LLC75,124
0.0% of portfolio›$1.0M
Truist Financial Corp73,069
0.0% of portfolio›$982.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management71,690
0.0% of portfolio›$963.5K
New York Life Investment Management LLC69,822
0.0% of portfolio›$938.4K
Cowa, LLC69,773
0.2% of portfolio›$937.8K
Mather Group, Llc.68,083
0.0% of portfolio›$915.0K
Atria Investments, Inc66,970
0.0% of portfolio›$900.1K
Investors Research Corp65,595
0.2% of portfolio›$881.6K
Krilogy Financial LLC64,836
0.0% of portfolio›$887.0K
MGO One Seven LLC63,592
0.0% of portfolio›$854.7K
Lecap Asset Management LTD62,058
0.4% of portfolio›$834.1K
Kestra Investment Management, LLC61,558
0.0% of portfolio›$827.3K
Mutual of America Capital Management LLC59,362
0.0% of portfolio›$797.8K
MacKenzie Financial Corp57,796
0.0% of portfolio›$776.8K
1834 Investment Advisors Co57,740
0.1% of portfolio›$776.0K
Tcfg Investment Advisors, LLC57,641
0.3% of portfolio›$774.7K
Farther Finance Advisors, LLC55,896
0.0% of portfolio›$751.2K
Lido Advisors, LLC54,999
0.0% of portfolio›$739.2K
Oppenheimer & Co Inc53,885
0.0% of portfolio›$724.2K
Westchester Capital Management, Inc.52,695
0.1% of portfolio›$708.2K
AlphaCore Capital LLC51,843
0.0% of portfolio›$696.8K
HB Wealth Management, LLC51,654
0.0% of portfolio›$666.0K
Brighton Jones LLC51,251
0.0% of portfolio›$688.8K
Abel Hall, LLC48,974
0.1% of portfolio›$658.2K
Intrua Financial, LLC48,157
0.1% of portfolio›$647.2K
Winnacle Wealth LLC47,334
0.4% of portfolio›$636.2K
Summit Financial Wealth Advisors, LLC45,683
0.1% of portfolio›$614.0K
NorthCrest Asset Manangement, LLC45,015
0.0% of portfolio›$610.9K
Capital Investment Advisory Services, LLC44,521
0.0% of portfolio›$598.4K
CIBC Asset Management Inc43,976
0.0% of portfolio›$591.0K
Crestwood Advisors Group, LLC43,208
0.0% of portfolio›$580.7K
PensionDanmark Pensionsforsikringsaktieselskab42,982
0.0% of portfolio›$577.7K
Probity Advisors, Inc.42,685
0.1% of portfolio›$573.7K
Aaron Wealth Advisors LLC42,571
0.0% of portfolio›$572.2K
Ignite Planners, LLC41,991
0.1% of portfolio›$564.3K
Nisa Investment Advisors, LLC40,390
0.0% of portfolio›$542.8K
AIA Group Ltd39,848
0.0% of portfolio›$535.6K
Argyle Capital Management, LLC39,545
0.2% of portfolio›$531.5K
Assenagon Asset Management S.A.38,604
0.0% of portfolio›$518.8K
Revisor Wealth Management LLC38,575
0.1% of portfolio›$538.3K
Citizens Financial Group Inc38,123
0.0% of portfolio›$512.4K
Simplex Trading, LLC37,773
0.0% of portfolio›$507.7K
HUB Investment Partners, LLC37,587
0.0% of portfolio›$505.2K
Frank, Rimerman Advisors LLC37,080
0.0% of portfolio›$498.4K
Edmp, Inc.36,808
0.4% of portfolio›$494.7K
Jeppson Wealth Management, LLC36,671
0.1% of portfolio›$492.9K
Xponance LLC35,994
0.0% of portfolio›$483.8K
Swiss Life Asset Management Ltd35,210
0.0% of portfolio›$473.2K
Chiron Capital Management, LLC35,001
0.5% of portfolio›$470.4K
Sutton Place Investors LLC34,835
0.2% of portfolio›$468.2K
Old Port Advisors34,682
0.1% of portfolio›$466.1K
Signaturefd, LLC34,426
0.0% of portfolio›$462.7K
Perigon Wealth Management, LLC32,537
0.0% of portfolio›$437.3K
Praxis Investment Management Inc31,055
0.0% of portfolio›$417.0K
Leonteq Securities AG30,370
0.0% of portfolio›$408.2K
EverSource Wealth Advisors, LLC29,999
0.0% of portfolio›$403.2K
Simplicity Wealth,LLC28,957
0.0% of portfolio›$389.2K
Romano Brothers and Company28,857
0.0% of portfolio›$387.8K
Apollon Wealth Management, LLC28,083
0.0% of portfolio›$377.4K
KBC Group NV28,061
0.0% of portfolio›$377.0K
Capital Investment Advisors, LLC28,009
0.0% of portfolio›$376.4K
Midwest Trust Co27,801
0.0% of portfolio›$373.6K
Certuity, LLC27,387
0.0% of portfolio›$368.1K
Evergreen Capital Management LLC27,287
0.0% of portfolio›$366.7K
State of Wyoming27,171
0.0% of portfolio›$365.2K
Inspire Investing, LLC26,968
0.0% of portfolio›$362.4K
Harbor Capital Advisors, Inc.26,675
0.1% of portfolio›$359.0K
Concurrent Investment Advisors, LLC26,646
0.0% of portfolio›$358.1K
Larson Financial Group LLC26,487
0.0% of portfolio›$356.0K
OpenArc Corporate Advisory, LLC25,953
0.0% of portfolio›$348.8K
Versant Capital Management, Inc25,090
0.0% of portfolio›$337.2K
Castle Rock Wealth Management, LLC25,059
0.1% of portfolio›$337.0K
Parallel Advisors, LLC23,547
0.0% of portfolio›$316.5K
Manske Wealth Management23,513
0.1% of portfolio›$316.0K
MBL Wealth, LLC23,263
0.0% of portfolio›$312.7K
J. Safra Sarasin Holding AG23,250
0.0% of portfolio›$312.5K
WealthPlan Investment Management, LLC23,002
0.0% of portfolio›$309.2K
Interchange Capital Partners, LLC22,707
0.1% of portfolio›$305.2K
Kestra Private Wealth Services, LLC20,741
0.0% of portfolio›$278.8K
Parcion Private Wealth LLC19,354
0.0% of portfolio›$260.1K
Horrell Capital Management, Inc.19,288
0.1% of portfolio›$259.2K
Independent Financial Group, LLC19,077
0.0% of portfolio›$256.4K
Wesbanco Bank Inc18,912
0.0% of portfolio›$254.2K
Sage Rhino Capital LLC18,711
0.0% of portfolio›$251.5K
Excalibur Management Corp18,678
0.1% of portfolio›$251.0K
Scott Capital Advisors, LLC18,328
0.0% of portfolio›$242.8K
Morey & Quinn Wealth Partners, LLC18,040
0.2% of portfolio›$242.5K
Meyer Handelman Co17,618
0.0% of portfolio›$236.8K
Valeo Financial Advisors, LLC17,321
0.0% of portfolio›$232.8K
Soltis Investment Advisors LLC17,270
0.0% of portfolio›$232.1K
Fifth Third Wealth Advisors LLC16,952
0.0% of portfolio›$227.8K
waypoint wealth counsel16,771
0.1% of portfolio›$225.4K
Curated Wealth Partners LLC16,376
0.0% of portfolio›$220.1K
Davenport & Co LLC16,123
0.0% of portfolio›$216.7K
RFG Advisory, LLC16,044
0.0% of portfolio›$215.6K
Landmark Wealth Management, LLC16,028
0.1% of portfolio›$215.4K
Aull & Monroe Investment Management Corp15,990
0.1% of portfolio›$214.9K
Inscription Capital, LLC15,939
0.0% of portfolio›$214.2K
Asset Management One Co., Ltd.15,875
0.0% of portfolio›$213.4K
Cidel Asset Management Inc15,854
0.0% of portfolio›$213.1K
Kaufman Rossin Wealth, LLC15,775
0.1% of portfolio›$212.0K
Arnhold LLC15,762
0.0% of portfolio›$211.8K
Naples Global Advisors, LLC15,398
0.0% of portfolio›$206.9K
Prospera Financial Services Inc15,330
0.0% of portfolio›$223.4K
55 North Private Wealth, LLC15,301
0.0% of portfolio›$205.6K
Elevation Point Wealth Partners, LLC15,006
0.0% of portfolio›$201.7K
HBW Advisory Services LLC14,985
0.0% of portfolio›$201.4K
Csenge Advisory Group14,929
0.0% of portfolio›$200.6K
TT Capital Management LLC14,911
0.1% of portfolio›$200.4K
Advocate Investing Services LLC14,900
0.2% of portfolio›$200.3K
Miller Global Investments, LLC14,844
0.2% of portfolio›$199.5K
Tred Avon Family Wealth, LLC14,826
0.1% of portfolio›$199.3K
North Dakota State Investment Board14,592
0.0% of portfolio›$196.1K
Wedmont Private Capital14,560
0.0% of portfolio›$197.6K
Allspring Global Investments Holdings, LLC14,461
0.0% of portfolio›$192.7K
Pinnacle Associates LTD14,459
0.0% of portfolio›$194.3K
Byrne Asset Management LLC14,145
0.1% of portfolio›$186.7K
WBI Investments, LLC14,083
0.0% of portfolio›$189.3K
VestGen Advisors, LLC13,891
0.0% of portfolio›$186.7K
CoreCap Advisors, LLC13,711
0.0% of portfolio›$184.3K
Sterling Capital Management LLC13,699
0.0% of portfolio›$184.1K
Cooper Financial Group13,695
0.0% of portfolio›$184.1K
Pinnacle Wealth Management Advisory Group, LLC13,659
0.0% of portfolio›$183.6K
TSP Capital Management Group, LLC13,650
0.0% of portfolio›$183.5K
Ascent Group, LLC13,526
0.0% of portfolio›$181.8K
Paragon Capital Management Ltd13,473
0.0% of portfolio›$181.1K
Cornerstone Wealth Group, LLC13,396
0.0% of portfolio›$180.0K
PDS Planning, Inc13,362
0.0% of portfolio›$179.6K
Mainsail Asset Management, LLC13,261
0.1% of portfolio›$178.4K
Herold Advisors, Inc.13,200
0.0% of portfolio›$177.4K
Resonant Capital Advisors, LLC12,690
0.0% of portfolio›$170.6K
Procyon Advisors, LLC12,579
0.0% of portfolio›$169.1K
Cohen Klingenstein LLC12,400
0.0% of portfolio›$166.7K
Profund Advisors LLC12,272
0.0% of portfolio›$164.9K
StoneX Group Inc.12,095
0.0% of portfolio›$174.1K
Capstone Wealth Management, LLC11,884
0.1% of portfolio›$159.7K
Bill Few Associates, Inc.11,848
0.0% of portfolio›$159.2K
QTR Family Wealth, LLC11,810
0.1% of portfolio›$158.7K
Riversedge Advisors, LLC11,761
0.0% of portfolio›$158.1K
Cornerstone Wealth Management, LLC11,370
0.0% of portfolio›$152.8K
Affinity Capital Advisors, LLC11,344
0.0% of portfolio›$153.0K
SJS Investment Consulting Inc.11,096
0.0% of portfolio›$149.1K
Childress Capital Advisors, LLC10,923
0.0% of portfolio›$146.8K
Telos Capital Management, Inc.10,797
0.0% of portfolio›$145.1K
Daymark Wealth Partners, LLC10,509
0.0% of portfolio›$141.2K
Westhampton Capital, LLC10,500
0.1% of portfolio›$141.1K
CFC Planning Co LLC10,391
0.1% of portfolio›$139.7K
SYM Financial Corp10,260
0.0% of portfolio›$137.9K
Philadelphia Trust Co10,234
0.0% of portfolio›$138.0K
Samalin Investment Counsel, LLC10,188
0.0% of portfolio›$136.9K
Keybank National Association10,160
0.0% of portfolio›$136.6K
KPP Advisory Services LLC10,125
0.0% of portfolio›$136.1K
Strs Ohio10,092
0.0% of portfolio›$135.6K
Pinnacle Wealth Planning Services, Inc.10,053
0.0% of portfolio›$135.1K
Prime Capital Investment Advisors, LLC10,039
0.0% of portfolio›$134.9K
Triumph Capital Management9,872
0.0% of portfolio›$132.7K
Vermillion Wealth Management, Inc.9,688
0.1% of portfolio›$130.2K
Root Financial Partners, LLC9,659
0.0% of portfolio›$129.8K
SBI Securities Co., Ltd.9,414
0.0% of portfolio›$126.5K
Essential Partners LLC8,112
0.0% of portfolio›$109.0K
Farmers & Merchants Investments Inc8,035
0.0% of portfolio›$108.0K
Nfsg Corp6,970
0.0% of portfolio›$93.7K
CX Institutional6,850
0.0% of portfolio›$92
Parkside Financial Bank & Trust6,578
0.0% of portfolio›$88.4K
Mountain Hill Investment Partners Corp.6,176
0.0% of portfolio›$83.0K
True Wealth Design, LLC5,951
0.0% of portfolio›$80.0K
DekaBank Deutsche Girozentrale5,835
0.0% of portfolio›$81
Summit Securities Group LLC5,831
0.0% of portfolio›$78.4K
Axxion S.A.5,000
0.0% of portfolio›$67.2K
Salomon & Ludwin, LLC4,976
0.0% of portfolio›$66.9K
SRH Advisors, LLC4,679
0.0% of portfolio›$62.9K
TD Waterhouse Canada Inc.4,507
0.0% of portfolio›$59.5K
City State Bank4,306
0.0% of portfolio›$57.9K
Elevation Wealth Partners, LLC4,207
0.0% of portfolio›$56.5K
First Horizon Corp4,101
0.0% of portfolio›$55.1K
First Financial Corp4,010
0.0% of portfolio›$53.9K
Elyxium Wealth, LLC3,742
0.0% of portfolio›$50.3K
Deseret Mutual Benefit Administrators3,686
0.0% of portfolio›$49.5K
Buck Wealth Strategies, LLC3,442
0.0% of portfolio›$46.3K
Wilmington Savings Fund Society, FSB3,306
0.0% of portfolio›$44.4K
Daytona Street Capital LLC3,110
0.0% of portfolio›$41.3K
Kennebec Savings Bank2,800
0.0% of portfolio›$37.6K
Bell Investment Advisors, Inc2,745
0.0% of portfolio›$36.9K
Tompkins Financial Corp2,743
0.0% of portfolio›$36.9K
V-Square Quantitative Management LLC2,605
0.0% of portfolio›$35.0K
Cullen T Bankers, Inc.2,601
0.0% of portfolio›$35.0K
Provenance Wealth Advisors, LLC2,538
0.0% of portfolio›$34.1K
FNY Investment Advisers, LLC2,520
0.0% of portfolio›$33
Asset Dedication, LLC2,422
0.0% of portfolio›$32.6K
Pinnacle Bancorp, Inc.2,410
0.0% of portfolio›$32.4K
Mitsubishi UFJ Asset Management Co., Ltd.2,375
0.0% of portfolio›$31.9K
Balance Wealth Partners LLC2,351
0.0% of portfolio›$31.6K
MTM Investment Management, LLC2,236
0.0% of portfolio›$30.1K
Security National Bank2,217
0.0% of portfolio›$29.8K
Manchester Capital Management LLC2,150
0.0% of portfolio›$28.9K
MassMutual Private Wealth & Trust, FSB2,069
0.0% of portfolio›$27.8K
Trust Co of Toledo NA2,000
0.0% of portfolio›$26.9K
Latitude Advisors, LLC1,949
0.0% of portfolio›$26.2K
Brown, Lisle Ings, Inc.1,873
0.0% of portfolio›$25.2K
Ascentis Independent Advisors1,819
0.0% of portfolio›$24.4K
Fortitude Family Office, LLC1,591
0.0% of portfolio›$21.4K
Assetmark, Inc1,437
0.0% of portfolio›$19.3K
Hartford Financial Management Inc.1,400
0.0% of portfolio›$18.8K
Bare Financial Services, Inc1,226
0.0% of portfolio›$16.5K
Private Trust Co NA1,225
0.0% of portfolio›$16.5K
Quaker Wealth Management, LLC1,200
0.0% of portfolio›$16.1K
Bokf, NA1,200
0.0% of portfolio›$16.1K
Concord Wealth Partners1,142
0.0% of portfolio›$15.3K
MJT & Associates Financial Advisory Group, Inc.1,114
0.0% of portfolio›$15.0K
Mirae Asset Global Investments Co., Ltd.1,105
0.0% of portfolio›$14.9K
Pension & Wealth Management Advisors, Inc.1,083
0.0% of portfolio›$14.6K
Activest Wealth Management1,077
0.0% of portfolio›$14.5K
Trust Co1,075
0.0% of portfolio›$14.5K
Thompson Investment Management, Inc.1,000
0.0% of portfolio›$13.4K
Thurston, Springer, Miller, Herd & Titak, Inc.1,000
0.0% of portfolio›$13.4K
Mascoma Wealth Management LLC1,000
0.0% of portfolio›$13.4K
North Star Investment Management Corp.970
0.0% of portfolio›$13.0K
Creative Financial Designs Inc963
0.0% of portfolio›$12.9K
GoalVest Advisory LLC952
0.0% of portfolio›$12.8K
Silver Grove Financial Group, Inc.870
0.0% of portfolio›$11.7K
Capital Advisors, Ltd. LLC839
0.0% of portfolio›$11
Spire Wealth Management801
0.0% of portfolio›$10.8K
Indiana Trust & Investment Management Co800
0.0% of portfolio›$10.8K
TD Private Client Wealth LLC768
0.0% of portfolio›$10.3K
Rakuten Securities, Inc.724
0.0% of portfolio›$9.7K
Physician Wealth Advisors, Inc.694
0.0% of portfolio›$9.3K
Caldwell Trust Co656
0.0% of portfolio›$8.8K
Owl Creek Wealth Partners LLC600
0.0% of portfolio›$8.1K
Armstrong Advisory Group, Inc565
0.0% of portfolio›$7.6K
Ascentis Wealth Management, LLC563
0.0% of portfolio›$7.6K
Nova Financial LLC500
0.0% of portfolio›$6.7K
Key FInancial Inc500
0.0% of portfolio›$6.7K
Pflug Koory, LLC480
0.0% of portfolio›$6.5K
Bfsg, LLC476
0.0% of portfolio›$6.4K
Sfam, LLC472
0.0% of portfolio›$6.3K
Cromwell Holdings LLC457
0.0% of portfolio›$6.1K
MV Capital Management, Inc.447
0.0% of portfolio›$6.0K
High Note Wealth, LLC417
0.0% of portfolio›$5.6K
James T. Borello RIA406
0.0% of portfolio›$5.5K
Princeton Global Asset Management LLC400
0.0% of portfolio›$5.4K
Hickory Point Bank & Trust400
0.0% of portfolio›$5.4K
Hanson & Doremus Investment Management400
0.0% of portfolio›$5
Clark Wealth Partners400
0.0% of portfolio›$5.4K
Covestor Ltd358
0.0% of portfolio›$5
Center for Financial Planning, Inc.349
0.0% of portfolio›$4.7K
Grove Bank & Trust348
0.0% of portfolio›$4.7K
Cassaday & Co Wealth Management LLC346
0.0% of portfolio›$4.6K
UMB Private Wealth Management, LLC343
0.0% of portfolio›$4.6K
Hazlett, Burt & Watson, Inc.328
0.0% of portfolio›$4
Meriwether Wealth & Planning, LLC314
0.0% of portfolio›$4.2K
Advantage Trust Co300
0.0% of portfolio›$4.0K
Avion Wealth299
0.0% of portfolio›$4.0K
Golden State Wealth Management, LLC296
0.0% of portfolio›$4.0K
First Premier Bank296
0.0% of portfolio›$4.0K
Private Wealth Management Group, LLC281
0.0% of portfolio›$3.8K
JFS Wealth Advisors, LLC281
0.0% of portfolio›$3.8K
Atlantic Edge Private Wealth Management, LLC280
0.0% of portfolio›$3.8K
WPG Advisers, LLC274
0.0% of portfolio›$3.7K
Lodestone Wealth Management LLC264
0.0% of portfolio›$3.6K
Gilpin Wealth Management, LLC209
0.0% of portfolio›$2.8K
Compass Financial Management LLC203
0.0% of portfolio›$2.7K
Mosley Wealth Management203
0.0% of portfolio›$2.9K
Creative Capital Management Investments LLC189
0.0% of portfolio›$2.5K
Moisand Fitzgerald Tamayo, LLC166
0.0% of portfolio›$2.2K
Hilton Head Capital Partners, LLC152
0.0% of portfolio›$2.0K
Oakworth Capital, Inc.145
0.0% of portfolio›$1.9K
Caitong International Asset Management Co., Ltd140
0.0% of portfolio›$1.9K
Montgomery Financial Services LLC133
0.0% of portfolio›$1.8K
West Branch Capital LLC115
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC104
0.0% of portfolio›$1.4K
Elevated Capital Advisors, LLC102
0.0% of portfolio›$1.4K
Rossby Financial, LCC101
0.0% of portfolio›$1.4K
Eastern Bank100
0.0% of portfolio›$1.3K
Kimelman & Baird, LLC100
0.0% of portfolio›$1.3K
Blue Trust, Inc.90
0.0% of portfolio›$1.2K
Lanark Financial, Inc.87
0.0% of portfolio›$1.2K
Valley National Advisers Inc84
0.0% of portfolio›$1.1K
Plante Moran Financial Advisors, LLC76
0.0% of portfolio›$1.0K
Abound Wealth Management72
0.0% of portfolio›$968
Noble Wealth Management PBC71
0.0% of portfolio›$954
Highline Wealth Partners LLC67
0.0% of portfolio›$900
Carolina Wealth Advisors, LLC66
0.0% of portfolio›$887
DiNuzzo Private Wealth, Inc.60
0.0% of portfolio›$807
Quest 10 Wealth Builders, Inc.57
0.0% of portfolio›$766
Key Capital Management, Inc53
0.0% of portfolio›$712
First Community Trust NA51
0.0% of portfolio›$685
Southern Michigan Bank & Trust50
0.0% of portfolio›$672
Financial Consulate, Inc41
0.0% of portfolio›$552
Davis Capital Management30
0.0% of portfolio›$403
Signature Equity Partners, LLC28
0.0% of portfolio›$376
Tounjian Advisory Partners, LLC22
0.0% of portfolio›$302
DecisionPoint Financial, LLC19
0.0% of portfolio›$251
GHP Investment Advisors, Inc.16
0.0% of portfolio›$217
Planning Strategies Inc.15
0.0% of portfolio›$202
Hughes Financial Services, LLC15
0.0% of portfolio›$211
Raleigh Capital Management Inc.7
0.0% of portfolio›$100
Proathlete Wealth Management LLC7
0.0% of portfolio›$94
Maryland Capital Advisors Inc.4
0.0% of portfolio›$54
Signature Resources Capital Management, LLC1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
21,136,825$284.1M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
3,672,934$49.4M0.0%CoreLowNew York, NY2026-11-05
Thompson Siegel & Walmsley LLC
3,076,885$41.4M1.7%Deep ValueMediumRichmond, VA2026-11-05
Wilsey Asset Management Inc
2,407,915$32.4M4.8%YieldMediumSan Diego, CA2026-10-21
Principal Financial Group Inc
2,270,257$30.5M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
1,498,324$20.1M0.0%IndexVery LowOverland Park, KS2026-11-02
QSM Asset Management Ltd
960,661$12.9M5.3%YieldMediumLondon, United Kingdom2026-11-05
F&V Capital Management, LLC
907,074$12.2M4.5%ValueLowBoca Raton, FL2026-10-19
Kornitzer Capital Management Inc
746,465$10.0M0.2%CoreLowShawnee Mission, KS2026-11-03
Counterpoint Mutual Funds LLC
630,068$8.5M0.7%Deep ValueVery HighSan Diego, CA2026-10-16
Sound Income Strategies, LLC
524,288$7.1M0.3%YieldMediumFt Lauderdale, FL2026-10-09
Wealth Enhancement Advisory Services, LLC
511,914$6.3M0.0%CoreLowPlymouth, MN2026-10-13
Thrivent Financial for Lutherans
475,314$6.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
447,977$6.0M0.3%YieldLowNew York, NY2026-10-21
Bell Bank
441,121$5.9M0.2%ETFLowFargo, ND2026-10-21
Wedge Capital Management L L P
371,726$5.0M0.1%ValueMediumCharlotte, NC2026-10-13
Pekin Hardy Strauss, Inc.
337,359$4.5M0.4%ValueMediumChicago, IL2026-11-02
IFP Advisors, Inc
309,934$4.2M0.1%GrowthLowTampa, FL2026-10-16
New York State Teachers Retirement System
298,742$4.0M0.0%CoreVery LowAlbany, NY2026-10-22
Ethic Inc.
291,315$3.9M0.0%CoreLowNew York, NY2026-11-03
Citigroup Inc
275,739$3.7M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
260,339$3.5M0.0%CoreMediumOak Brook, IL2026-11-05
Cambridge Investment Research Advisors, Inc.
260,013$3.5M0.0%ETFLowFairfield, IA2026-11-02
Old National Bancorp
247,847$3.3M0.1%CoreLowEvansville, IN2026-10-20
CWA Asset Management Group, LLC
243,931$3.3M0.1%CoreMediumNaples, FL2026-10-19
Gilman Hill Asset Management, LLC
228,935$3.1M0.4%YieldMediumNew Canaan, CT2026-10-13
Louisiana State Employees Retirement System
203,900$2.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Vise Technologies, Inc.
178,120$2.4M0.0%IndexLowNew York, NY2026-10-29
Exchange Traded Concepts, LLC
171,218$2.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Tweedy, Browne Co LLC
171,218$2.3M0.2%Deep ValueLowStamford, CT2026-11-04
D.A. Davidson & Co.
169,099$2.3M0.0%CoreLowGreat Falls, MT2026-10-28
Chicago Partners Investment Group LLC
159,310$2.4M0.0%GARPLowChicago, IL2026-10-27
Collar Capital Management, LLC
158,131$2.1M1.3%ValueLowAppleton, WI2026-10-28
Disciplined Equity Management, Inc.
157,380$2.1M0.9%ETFVery LowNeptune Beach, FL2026-10-14
Sigma Planning Corp
156,258$2.1M0.1%GrowthMediumAnn Arbor, MI2026-10-23
State of New Jersey Common Pension Fund D
147,705$2.0M0.0%CoreLowTrenton, NJ2026-11-05
Gateway Investment Advisers LLC
147,328$2.0M0.0%GrowthLowCincinnati, OH2026-10-13
Royal Fund Management, LLC
145,900$2.0M0.2%GrowthMediumLady Lake, FL2026-10-22
Kestra Advisory Services, LLC
141,721$1.9M0.0%CoreLowAustin, TX2026-11-02
Arizona State Retirement System
134,801$1.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
US Bancorp \de\
133,510$1.8M0.0%IndexLowMinneapolis, MN2026-11-05
Amalgamated Bank
132,486$1.8M0.0%CoreVery LowNew York, NY2026-10-23
State of Alaska, Department of Revenue
121,318$1.6M0.0%CoreVery LowJuneau, AK2026-10-15
Clifford Swan Investment Counsel LLC
120,004$1.6M0.1%CoreVery LowPasadena, CA2026-11-05
Commonwealth Equity Services, LLC
115,724$1.6M0.0%ETFLowWaltham, MA2026-11-02
Fruth Investment Management
115,191$1.5M0.8%CoreVery LowHouston, TX2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
112,756$1.5M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
107,400$1.4M0.0%IndexVery LowTigard, OR2026-10-30
180 Wealth Advisors, LLC
101,749$1.4M0.1%CoreLowFederal Way, WA2026-11-03
Yousif Capital Management, LLC
97,640$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Adams Asset Advisors, LLC
96,100$1.3M0.1%YieldMediumDallas, TX2026-10-08
Miller Financial Services LLC
94,576$1.3M1.0%CoreLowMarshall, MI2026-10-20
Alkeme Wealth, LLC
89,851$1.2M0.5%ValueLowScottsdale, AZ2026-10-08
First Nebraska Trust Co
88,349$1.2M0.1%CoreVery LowLincoln, NE2026-10-30
Accurate Wealth Management, LLC
82,741$1.1M0.1%CoreMediumWesley Chapel, FL2026-10-20
Choreo, LLC
79,880$1.1M0.0%IndexLowRockford, IL2026-10-28
Fulcrum Asset Management LLP
77,569$1.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
Pictet Asset Management Holding SA
75,689$1.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sowell Financial Services LLC
75,363$1.0M0.0%CoreLowNorth Little Rock, AR2026-10-23
Gamma Investing LLC
75,124$1.0M0.0%IndexVery LowFoster City, CA2026-10-08
Truist Financial Corp
73,069$982.0K0.0%CoreLowCharlotte, NC2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
71,690$963.5K0.0%GrowthVery LowSeattle, WA2026-10-27
New York Life Investment Management LLC
69,822$938.4K0.0%GrowthLowNew York, NY2026-11-04
Cowa, LLC
69,773$937.8K0.2%ETFMediumTulsa, OK2026-10-30
Mather Group, Llc.
68,083$915.0K0.0%ETFMediumChicago, IL2026-10-14
Atria Investments, Inc
66,970$900.1K0.0%CoreMediumCharlotte, NC2026-10-15
Investors Research Corp
65,595$881.6K0.2%ETFLowAtlanta, GA2026-10-07
Krilogy Financial LLC
64,836$887.0K0.0%GrowthLowSt. Louis, MO2026-10-13
MGO One Seven LLC
63,592$854.7K0.0%GrowthLowBeachwood, OH2026-10-28
Lecap Asset Management LTD
62,058$834.1K0.4%ValueVery HighLondon, United Kingdom2026-10-27
Kestra Investment Management, LLC
61,558$827.3K0.0%ETFMediumAustin, TX2026-11-04
Mutual of America Capital Management LLC
59,362$797.8K0.0%IndexLowNew York, NY2026-10-23
MacKenzie Financial Corp
57,796$776.8K0.0%CoreMediumToronto Ontario, Australia2026-11-02
1834 Investment Advisors Co
57,740$776.0K0.1%ValueLowMilwaukee, WI2026-10-16
Tcfg Investment Advisors, LLC
57,641$774.7K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
Farther Finance Advisors, LLC
55,896$751.2K0.0%IndexLowSan Francisco, CA2026-10-08
Lido Advisors, LLC
54,999$739.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Oppenheimer & Co Inc
53,885$724.2K0.0%CoreLowNew York, NY2026-10-26
Westchester Capital Management, Inc.
52,695$708.2K0.1%CoreVery LowOmaha, NE2026-10-23
AlphaCore Capital LLC
51,843$696.8K0.0%ETFLowLa Jolla, CA2026-11-04
HB Wealth Management, LLC
51,654$666.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Brighton Jones LLC
51,251$688.8K0.0%CoreVery LowSeattle, WA2026-11-03
Abel Hall, LLC
48,974$658.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Intrua Financial, LLC
48,157$647.2K0.1%ETFMediumHouston, TX2026-10-28
Winnacle Wealth LLC
47,334$636.2K0.4%CoreMediumWaco, TX2026-10-15
Summit Financial Wealth Advisors, LLC
45,683$614.0K0.1%ETFLowLafayette, LA2026-10-15
NorthCrest Asset Manangement, LLC
45,015$610.9K0.0%GrowthLowPlymouth, MN2026-10-13
Capital Investment Advisory Services, LLC
44,521$598.4K0.0%CoreMediumRaleigh, NC2026-10-30
CIBC Asset Management Inc
43,976$591.0K0.0%GARPLowToronto, South Africa2026-11-05
Crestwood Advisors Group, LLC
43,208$580.7K0.0%GrowthLowBoston, MA2026-10-27
PensionDanmark Pensionsforsikringsaktieselskab
42,982$577.7K0.0%IndexLowCopenhagen O, Greece2026-10-19
Probity Advisors, Inc.
42,685$573.7K0.1%ETFLowDallas, TX2026-10-23
Aaron Wealth Advisors LLC
42,571$572.2K0.0%GrowthMediumChicago, IL2026-10-13
Ignite Planners, LLC
41,991$564.3K0.1%CoreLowSan Clemente, CA2026-10-14
Nisa Investment Advisors, LLC
40,390$542.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
AIA Group Ltd
39,848$535.6K0.0%GrowthMediumHong Kong, South Korea2026-10-30
Argyle Capital Management, LLC
39,545$531.5K0.2%ValueVery LowCenter Valley, PA2026-10-28
Assenagon Asset Management S.A.
38,604$518.8K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Revisor Wealth Management LLC
38,575$538.3K0.1%CoreLowAkron, OH2026-10-20
Citizens Financial Group Inc
38,123$512.4K0.0%GrowthLowProvidence, RI2026-10-23
Simplex Trading, LLC
37,773$507.7K0.0%CoreVery HighChicago, IL2026-11-04
HUB Investment Partners, LLC
37,587$505.2K0.0%GrowthLowAustin, TX2026-11-03
Frank, Rimerman Advisors LLC
37,080$498.4K0.0%GrowthLowPalo Alto, CA2026-10-16
Edmp, Inc.
36,808$494.7K0.4%YieldLowLutz, FL2026-10-22
Jeppson Wealth Management, LLC
36,671$492.9K0.1%CoreLowManhattan Beach, CA2026-10-20
Xponance LLC
35,994$483.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
35,210$473.2K0.0%CoreLowZurich, Switzerland2026-11-03
Chiron Capital Management, LLC
35,001$470.4K0.5%YieldMediumTallahassee, FL2026-10-15
Sutton Place Investors LLC
34,835$468.2K0.2%ETFLowArmonk, NY2026-10-20
Old Port Advisors
34,682$466.1K0.1%GARPLowPortland, ME2026-10-23
Signaturefd, LLC
34,426$462.7K0.0%IndexLowAtlanta, GA2026-10-23
Perigon Wealth Management, LLC
32,537$437.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Praxis Investment Management Inc
31,055$417.0K0.0%CoreLowGoshen, IN2026-11-03
Leonteq Securities AG
30,370$408.2K0.0%CoreHighZurich, Switzerland2026-10-29
EverSource Wealth Advisors, LLC
29,999$403.2K0.0%CoreMediumBirmingham, AL2026-11-04
Simplicity Wealth,LLC
28,957$389.2K0.0%ETFLowSummit, NJ2026-10-23
Romano Brothers and Company
28,857$387.8K0.0%CoreLowEvanston, IL2026-10-22
Apollon Wealth Management, LLC
28,083$377.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
KBC Group NV
28,061$377.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Capital Investment Advisors, LLC
28,009$376.4K0.0%CoreLowAtlanta, GA2026-10-22
Midwest Trust Co
27,801$373.6K0.0%CoreLowOverland Park, KS2026-10-22
Certuity, LLC
27,387$368.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Evergreen Capital Management LLC
27,287$366.7K0.0%GARPMediumBellevue, WA2026-10-23
State of Wyoming
27,171$365.2K0.0%ValueHighCheyenne, WY2026-10-28
Inspire Investing, LLC
26,968$362.4K0.0%GARPHighMeridian, ID2026-10-22
Harbor Capital Advisors, Inc.
26,675$359.0K0.1%ValueHighChicago, IL2026-10-22
Concurrent Investment Advisors, LLC
26,646$358.1K0.0%GrowthMediumTampa, FL2026-10-16
Larson Financial Group LLC
26,487$356.0K0.0%GrowthLowSt Louis, MO2026-11-05
OpenArc Corporate Advisory, LLC
25,953$348.8K0.0%GrowthLowAtlanta, GA2026-10-21
Versant Capital Management, Inc
25,090$337.2K0.0%GARPLowPhoenix, AZ2026-10-02
Castle Rock Wealth Management, LLC
25,059$337.0K0.1%GrowthMediumWalnut Creek, CA2026-10-09
Parallel Advisors, LLC
23,547$316.5K0.0%IndexLowSan Francisco, CA2026-11-03
Manske Wealth Management
23,513$316.0K0.1%ValueVery LowHouston, TX2026-10-26
MBL Wealth, LLC
23,263$312.7K0.0%ETFLowCharlotte, NC2026-10-22
J. Safra Sarasin Holding AG
23,250$312.5K0.0%CoreMediumBasel, Switzerland2026-10-26
WealthPlan Investment Management, LLC
23,002$309.2K0.0%GrowthMediumOmaha, NE2026-10-15
Interchange Capital Partners, LLC
22,707$305.2K0.1%GrowthLowPittsburgh, PA2026-10-28
Kestra Private Wealth Services, LLC
20,741$278.8K0.0%GrowthLowAustin, TX2026-10-30
Parcion Private Wealth LLC
19,354$260.1K0.0%CoreMediumBellevue, WA2026-10-28
Horrell Capital Management, Inc.
19,288$259.2K0.1%ValueVery LowLittle Rock, AR2026-10-08
Independent Financial Group, LLC
19,077$256.4K0.0%GrowthLowSan Diego, CA2026-10-13
Wesbanco Bank Inc
18,912$254.2K0.0%CoreLowWheeling, WV2026-11-04
Sage Rhino Capital LLC
18,711$251.5K0.0%ETFLowMenlo Park, CA2026-10-28
Excalibur Management Corp
18,678$251.0K0.1%CoreVery LowWaltham, MA2026-11-02
Scott Capital Advisors, LLC
18,328$242.8K0.0%ETFVery LowPortland, OR2026-10-13
Morey & Quinn Wealth Partners, LLC
18,040$242.5K0.2%CoreVery LowOmaha, NE2026-10-28
Meyer Handelman Co
17,618$236.8K0.0%CoreLowRye Brook, NY2026-10-28
Valeo Financial Advisors, LLC
17,321$232.8K0.0%ETFLowCarmel, IN2026-10-08
Soltis Investment Advisors LLC
17,270$232.1K0.0%CoreMediumSt. George, UT2026-10-28
Fifth Third Wealth Advisors LLC
16,952$227.8K0.0%IndexVery LowCincinnati, OH2026-10-22
waypoint wealth counsel
16,771$225.4K0.1%CoreLowAtlanta, GA2026-10-22
Curated Wealth Partners LLC
16,376$220.1K0.0%GARPLowEl Segundo, CA2026-10-15
Davenport & Co LLC
16,123$216.7K0.0%CoreMediumRichmond, VA2026-10-14
RFG Advisory, LLC
16,044$215.6K0.0%ETFMediumBirmingham, AL2026-11-03
Landmark Wealth Management, LLC
16,028$215.4K0.1%ETFVery LowMelville, NY2026-11-03
Aull & Monroe Investment Management Corp
15,990$214.9K0.1%CoreVery LowMobile, AL2026-10-16
Inscription Capital, LLC
15,939$214.2K0.0%GARPMediumHouston, TX2026-11-02
Asset Management One Co., Ltd.
15,875$213.4K0.0%IndexVery LowTokyo, Mexico2026-10-27
Cidel Asset Management Inc
15,854$213.1K0.0%CoreMediumToronto, Australia2026-10-29
Kaufman Rossin Wealth, LLC
15,775$212.0K0.1%ETFLowMiami, FL2026-10-19
Arnhold LLC
15,762$211.8K0.0%GARPLowNew York, NY2026-10-26
Naples Global Advisors, LLC
15,398$206.9K0.0%CoreVery LowNaples, FL2026-11-05
Prospera Financial Services Inc
15,330$223.4K0.0%CoreMediumDallas, TX2026-11-04
55 North Private Wealth, LLC
15,301$205.6K0.0%ETFLowWinter Park, FL2026-10-20
Elevation Point Wealth Partners, LLC
15,006$201.7K0.0%CoreHighDenver, CO2026-11-05
HBW Advisory Services LLC
14,985$201.4K0.0%ETFMediumSimi Valley, CA2026-10-15
Csenge Advisory Group
14,929$200.6K0.0%ETFMediumClearwater, FL2026-11-04
TT Capital Management LLC
14,911$200.4K0.1%YieldMediumGilbert, AZ2026-10-15
Advocate Investing Services LLC
14,900$200.3K0.2%ETFLowWoodbine, MD2026-10-26
Miller Global Investments, LLC
14,844$199.5K0.2%ValueMediumDallas, TX2026-10-02
Tred Avon Family Wealth, LLC
14,826$199.3K0.1%CoreLowEaston, MD2026-10-20
North Dakota State Investment Board
14,592$196.1K0.0%GrowthMediumBismarck, ND2026-10-27
Wedmont Private Capital
14,560$197.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Allspring Global Investments Holdings, LLC
14,461$192.7K0.0%CoreMediumCharlotte, NC2026-11-04
Pinnacle Associates LTD
14,459$194.3K0.0%CoreLowNew York, NY2026-10-20
Byrne Asset Management LLC
14,145$186.7K0.1%CoreLowKingston, NJ2026-10-06
WBI Investments, LLC
14,083$189.3K0.0%ValueVery HighRed Bank, NJ2026-11-05
VestGen Advisors, LLC
13,891$186.7K0.0%GrowthMediumChicago, IL2026-10-27
CoreCap Advisors, LLC
13,711$184.3K0.0%ETFMediumSouthfield, MI2026-10-08
Sterling Capital Management LLC
13,699$184.1K0.0%GARPMediumCharlotte, NC2026-10-22
Cooper Financial Group
13,695$184.1K0.0%GrowthMediumIrvine, CA2026-10-07
Pinnacle Wealth Management Advisory Group, LLC
13,659$183.6K0.0%GrowthLowRed Bank, NJ2026-10-23
TSP Capital Management Group, LLC
13,650$183.5K0.0%Deep ValueVery LowSummit, NJ2026-10-15
Ascent Group, LLC
13,526$181.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Paragon Capital Management Ltd
13,473$181.1K0.0%CoreVery LowDenver, CO2026-10-09
Cornerstone Wealth Group, LLC
13,396$180.0K0.0%CoreMediumHuntersville, NC2026-11-02
PDS Planning, Inc
13,362$179.6K0.0%IndexVery LowDublin, OH2026-11-03
Mainsail Asset Management, LLC
13,261$178.4K0.1%ETFMediumBirmingham, AL2026-10-14
Herold Advisors, Inc.
13,200$177.4K0.0%CoreLowNew York, NY2026-10-19
Resonant Capital Advisors, LLC
12,690$170.6K0.0%ETFLowMadison, WI2026-10-15
Procyon Advisors, LLC
12,579$169.1K0.0%CoreVery LowShelton, CT2026-10-21
Cohen Klingenstein LLC
12,400$166.7K0.0%CoreVery LowNew York, NY2026-10-15
Profund Advisors LLC
12,272$164.9K0.0%GrowthLowBethesda, MD2026-10-29
StoneX Group Inc.
12,095$174.1K0.0%ETFMediumNew York, NY2026-11-03
Capstone Wealth Management, LLC
11,884$159.7K0.1%ETFLowTuscaloosa, AL2026-11-02
Bill Few Associates, Inc.
11,848$159.2K0.0%CoreVery LowSewickley, PA2026-10-09
QTR Family Wealth, LLC
11,810$158.7K0.1%GrowthMediumLake Mary, FL2026-11-02
Riversedge Advisors, LLC
11,761$158.1K0.0%ETFMediumWilmington, DE2026-10-09
Cornerstone Wealth Management, LLC
11,370$152.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
Affinity Capital Advisors, LLC
11,344$153.0K0.0%ETFLowBerkeley, CA2026-10-13
SJS Investment Consulting Inc.
11,096$149.1K0.0%ETFVery LowSylvania, OH2026-10-26
Childress Capital Advisors, LLC
10,923$146.8K0.0%GARPMediumHouston, TX2026-10-28
Telos Capital Management, Inc.
10,797$145.1K0.0%CoreLowSan Diego, CA2026-11-02
Daymark Wealth Partners, LLC
10,509$141.2K0.0%CoreLowCincinnati, OH2026-11-04
Westhampton Capital, LLC
10,500$141.1K0.1%CoreVery LowWinston-Salem, NC2026-10-30
CFC Planning Co LLC
10,391$139.7K0.1%CoreMediumCicero, IN2026-10-28
SYM Financial Corp
10,260$137.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Philadelphia Trust Co
10,234$138.0K0.0%GrowthLowPhiladelphia, PA2026-11-05
Samalin Investment Counsel, LLC
10,188$136.9K0.0%YieldMediumChappaqua, NY2026-10-23
Keybank National Association
10,160$136.6K0.0%CoreLowBrooklyn, OH2026-11-04
KPP Advisory Services LLC
10,125$136.1K0.0%GrowthMediumLouisville, KY2026-10-26
Strs Ohio
10,092$135.6K0.0%CoreMediumColumbus, OH2026-10-30
Pinnacle Wealth Planning Services, Inc.
10,053$135.1K0.0%GARPLowMansfield, OH2026-10-27
Prime Capital Investment Advisors, LLC
10,039$134.9K0.0%ETFLowOverland Park, KS2026-10-20
Triumph Capital Management
9,872$132.7K0.0%ETFMediumDenver, CO2026-10-14
Vermillion Wealth Management, Inc.
9,688$130.2K0.1%ValueLowRosemount, MN2026-10-26
Root Financial Partners, LLC
9,659$129.8K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
9,414$126.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Essential Partners LLC
8,112$109.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Farmers & Merchants Investments Inc
8,035$108.0K0.0%CoreVery LowLincoln, NE2026-10-22
Nfsg Corp
6,970$93.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
CX Institutional
6,850$920.0%CoreMediumAuburn, IN2026-10-02
Parkside Financial Bank & Trust
6,578$88.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mountain Hill Investment Partners Corp.
6,176$83.0K0.0%GrowthHighAtlantic Highlands, NJ2026-10-23
True Wealth Design, LLC
5,951$80.0K0.0%ETFMediumAkron, OH2026-10-13
DekaBank Deutsche Girozentrale
5,835$810.0%CoreLowFrankfurt, Hong Kong2026-10-27
Summit Securities Group LLC
5,831$78.4K0.0%CoreVery HighNew York, NY2026-11-05
Axxion S.A.
5,000$67.2K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Salomon & Ludwin, LLC
4,976$66.9K0.0%ETFVery LowRichmond, VA2026-10-29
SRH Advisors, LLC
4,679$62.9K0.0%ETFVery LowSalina, KS2026-10-22
TD Waterhouse Canada Inc.
4,507$59.5K0.0%CoreLowToronto, Australia2026-10-16
City State Bank
4,306$57.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Elevation Wealth Partners, LLC
4,207$56.5K0.0%ETFLowWalnut Creek, CA2026-10-07
First Horizon Corp
4,101$55.1K0.0%CoreLowMemphis, TN2026-10-26
First Financial Corp
4,010$53.9K0.0%CoreVery LowTerre Haute, IN2026-10-13
Elyxium Wealth, LLC
3,742$50.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Deseret Mutual Benefit Administrators
3,686$49.5K0.0%CoreMediumSalt Lake City, UT2026-11-04
Buck Wealth Strategies, LLC
3,442$46.3K0.0%ValueMediumDenver, CO2026-10-28
Wilmington Savings Fund Society, FSB
3,306$44.4K0.0%CoreLowWilmington, DE2026-10-23
Daytona Street Capital LLC
3,110$41.3K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Kennebec Savings Bank
2,800$37.6K0.0%CoreLowAugusta, ME2026-10-22
Bell Investment Advisors, Inc
2,745$36.9K0.0%ETFVery LowOrinda, CA2026-10-29
Tompkins Financial Corp
2,743$36.9K0.0%CoreLowIthaca, NY2026-10-05
V-Square Quantitative Management LLC
2,605$35.0K0.0%CoreLowChicago, IL2026-10-15
Cullen T Bankers, Inc.
2,601$35.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Provenance Wealth Advisors, LLC
2,538$34.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
FNY Investment Advisers, LLC
2,520$330.0%GrowthVery HighNew York, NY2026-10-16
Asset Dedication, LLC
2,422$32.6K0.0%ETFLowSan Francisco, CA2026-11-03
Pinnacle Bancorp, Inc.
2,410$32.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
2,375$31.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Balance Wealth Partners LLC
2,351$31.6K0.0%ETFMediumWorthington, OH2026-10-27
MTM Investment Management, LLC
2,236$30.1K0.0%CoreVery LowSpartanburg, SC2026-10-30
Security National Bank
2,217$29.8K0.0%GrowthLowOmaha, NE2026-10-26
Manchester Capital Management LLC
2,150$28.9K0.0%CoreLowManchester, VT2026-10-22
MassMutual Private Wealth & Trust, FSB
2,069$27.8K0.0%CoreLowSpringfield, MA2026-10-05
Trust Co of Toledo NA
2,000$26.9K0.0%GrowthVery LowHolland, OH2026-10-16
Latitude Advisors, LLC
1,949$26.2K0.0%ETFLowYorkville, IL2026-10-27
Brown, Lisle Ings, Inc.
1,873$25.2K0.0%CoreVery LowProvidence, RI2026-10-16
Ascentis Independent Advisors
1,819$24.4K0.0%ETFLowDallas, TX2026-11-03
Fortitude Family Office, LLC
1,591$21.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Assetmark, Inc
1,437$19.3K0.0%ETFLowConcord, CA2026-10-21
Hartford Financial Management Inc.
1,400$18.8K0.0%CoreLowWest Hartford, CT2026-10-21
Bare Financial Services, Inc
1,226$16.5K0.0%ETFVery LowGap, PA2026-11-04
Private Trust Co NA
1,225$16.5K0.0%CoreLowCleveland, OH2026-10-20
Quaker Wealth Management, LLC
1,200$16.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Bokf, NA
1,200$16.1K0.0%CoreLowTulsa, OK2026-10-27
Concord Wealth Partners
1,142$15.3K0.0%GrowthLowAbingdon, VA2026-11-02
MJT & Associates Financial Advisory Group, Inc.
1,114$15.0K0.0%ETFLowMontevideo, MN2026-10-07
Mirae Asset Global Investments Co., Ltd.
1,105$14.9K0.0%GrowthLowSeoul, Malaysia2026-11-03
Pension & Wealth Management Advisors, Inc.
1,083$14.6K0.0%ETFLowWaltham, MA2026-10-16
Activest Wealth Management
1,077$14.5K0.0%ETFLowAventura, FL2026-10-15
Trust Co
1,075$14.5K0.0%ETFVery LowManhattan, KS2026-10-09
Thompson Investment Management, Inc.
1,000$13.4K0.0%ValueMediumMadison, WI2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.
1,000$13.4K0.0%GrowthMediumIndianapolis, IN2026-10-14
Mascoma Wealth Management LLC
1,000$13.4K0.0%ETFVery LowHanover, NH2026-10-23
North Star Investment Management Corp.
970$13.0K0.0%CoreLowChicago, IL2026-10-27
Creative Financial Designs Inc
963$12.9K0.0%ETFMediumKokomo, IN2026-11-04
GoalVest Advisory LLC
952$12.8K0.0%ETFMediumNew York, NY2026-10-02
Silver Grove Financial Group, Inc.
870$11.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Capital Advisors, Ltd. LLC
839$110.0%ETFLowShaker Heights, OH2026-10-27
Spire Wealth Management
801$10.8K0.0%GrowthMediumMclean, VA2026-10-30
Indiana Trust & Investment Management Co
800$10.8K0.0%GrowthLowMishawaka, IN2026-10-22
TD Private Client Wealth LLC
768$10.3K0.0%ETFLowNew York, NY2026-10-28
Rakuten Securities, Inc.
724$9.7K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Physician Wealth Advisors, Inc.
694$9.3K0.0%ETFMediumMidvale, UT2026-10-20
Caldwell Trust Co
656$8.8K0.0%GrowthLowVenice, FL2026-10-30
Owl Creek Wealth Partners LLC
600$8.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Armstrong Advisory Group, Inc
565$7.6K0.0%ETFHighNeedham, MA2026-10-09
Ascentis Wealth Management, LLC
563$7.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Nova Financial LLC
500$6.7K0.0%N/AN/ATucson, AZ2026-11-04
Key FInancial Inc
500$6.7K0.0%ETFLowWest Chester, PA2026-11-02
Pflug Koory, LLC
480$6.5K0.0%CoreVery LowOmaha, NE2026-10-26
Bfsg, LLC
476$6.4K0.0%CoreLowIrvine, CA2026-10-30
Sfam, LLC
472$6.3K0.0%ETFVery LowElmhurst, IL2026-11-03
Cromwell Holdings LLC
457$6.1K0.0%IndexLowJackson, WY2026-10-28
MV Capital Management, Inc.
447$6.0K0.0%ETFLowBethesda, MD2026-10-29
High Note Wealth, LLC
417$5.6K0.0%ETFVery LowDeephaven, MN2026-10-27
James T. Borello RIA
406$5.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Princeton Global Asset Management LLC
400$5.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Hickory Point Bank & Trust
400$5.4K0.0%CoreVery LowDecatur, IL2026-10-01
Hanson & Doremus Investment Management
400$50.0%CoreVery LowBurlington, VT2026-10-16
Clark Wealth Partners
400$5.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Covestor Ltd
358$50.0%ValueHighLondon, United Kingdom2026-10-30
Center for Financial Planning, Inc.
349$4.7K0.0%ETFLowSouthfied, MI2026-10-26
Grove Bank & Trust
348$4.7K0.0%ETFLowMiami, FL2026-10-08
Cassaday & Co Wealth Management LLC
346$4.6K0.0%ETFVery LowMclean, VA2026-10-27
UMB Private Wealth Management, LLC
343$4.6K0.0%GrowthN/AKansas City, MO2026-10-19
Hazlett, Burt & Watson, Inc.
328$40.0%CoreVery LowWheeling, WV2026-11-04
Meriwether Wealth & Planning, LLC
314$4.2K0.0%ETFMediumMinden, LA2026-10-13
Advantage Trust Co
300$4.0K0.0%ETFVery LowSalina, KS2026-10-19
Avion Wealth
299$4.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Golden State Wealth Management, LLC
296$4.0K0.0%ETFMediumSanta Ana, CA2026-11-02
First Premier Bank
296$4.0K0.0%CoreVery LowSioux Falls, SD2026-10-13
Private Wealth Management Group, LLC
281$3.8K0.0%ETFLowPrinceton, NJ2026-10-19
JFS Wealth Advisors, LLC
281$3.8K0.0%ETFVery LowHermitage, PA2026-11-03
Atlantic Edge Private Wealth Management, LLC
280$3.8K0.0%CoreLowJacksonville, FL2026-10-20
WPG Advisers, LLC
274$3.7K0.0%CoreLowBaltimore, MD2026-10-27
Lodestone Wealth Management LLC
264$3.6K0.0%CoreLowSpokane, WA2026-10-14
Gilpin Wealth Management, LLC
209$2.8K0.0%GrowthLowDenver, CO2026-10-09
Compass Financial Management LLC
203$2.7K0.0%CoreN/ATampa, FL2026-10-30
Mosley Wealth Management
203$2.9K0.0%ETFHighAnaheim, CA2026-10-16
Creative Capital Management Investments LLC
189$2.5K0.0%ETFLowSan Diego, CA2026-10-28
Moisand Fitzgerald Tamayo, LLC
166$2.2K0.0%ETFVery LowOrlando, FL2026-10-15
Hilton Head Capital Partners, LLC
152$2.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Oakworth Capital, Inc.
145$1.9K0.0%ETFLowBirmingham, AL2026-10-26
Caitong International Asset Management Co., Ltd
140$1.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Montgomery Financial Services LLC
133$1.8K0.0%ETFN/AOcean City, MD2026-11-03
West Branch Capital LLC
115$1.5K0.0%GrowthVery LowAmherst, MA2026-10-20
Bay Harbor Wealth Management, LLC
104$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Elevated Capital Advisors, LLC
102$1.4K0.0%ETFMediumSandy, UT2026-11-04
Rossby Financial, LCC
101$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Eastern Bank
100$1.3K0.0%GrowthMediumBoston, MA2026-10-05
Kimelman & Baird, LLC
100$1.3K0.0%CoreLowNew York, NY2026-11-03
Blue Trust, Inc.
90$1.2K0.0%ETFLowBrentwood, TN2026-10-15
Lanark Financial, Inc.
87$1.2K0.0%CoreMediumBirmingham, AL2026-10-26
Valley National Advisers Inc
84$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Plante Moran Financial Advisors, LLC
76$1.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Abound Wealth Management
72$9680.0%ETFVery LowFranklin, TN2026-10-26
Noble Wealth Management PBC
71$9540.0%YieldMediumGreenwood Village, CO2026-10-01
Highline Wealth Partners LLC
67$9000.0%ETFMediumSherman Oaks, CA2026-10-19
Carolina Wealth Advisors, LLC
66$8870.0%YieldHighMyrtle Beach, SC2026-10-23
DiNuzzo Private Wealth, Inc.
60$8070.0%ETFLowBeaver, PA2026-10-16
Quest 10 Wealth Builders, Inc.
57$7660.0%ETFLowFuquay-Varina, VA2026-11-02
Key Capital Management, Inc
53$7120.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
First Community Trust NA
51$6850.0%GrowthLowDubuque, IA2026-10-07
Southern Michigan Bank & Trust
50$6720.0%ETFLowColdwater, MI2026-10-19
Financial Consulate, Inc
41$5520.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
30$4030.0%CoreLowJacksonville, FL2026-10-08
Signature Equity Partners, LLC
28$3760.0%GrowthMediumColumbus, OH2026-10-29
Tounjian Advisory Partners, LLC
22$3020.0%GrowthHighFort Myers, FL2026-11-04
DecisionPoint Financial, LLC
19$2510.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
16$2170.0%CoreVery LowDenver, CO2026-10-15
Planning Strategies Inc.
15$2020.0%ETFN/ALancaster, PA2026-10-02
Hughes Financial Services, LLC
15$2110.0%ETFLowHerndon, VA2026-10-30
Raleigh Capital Management Inc.
7$1000.0%CoreMediumCary, NC2026-10-28
Proathlete Wealth Management LLC
7$940.0%ETFVery LowBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
4$540.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
1$130.0%ETFLowNewport Beach, CA2026-10-16