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Cullen T Bankers Inc (CFR)

CUSIP: 229899109 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1616 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,723,180
0.0% of portfolio›$263.1M
Boston Trust Walden Corp631,874
0.8% of portfolio›$96.5M
Principal Financial Group Inc628,681
0.0% of portfolio›$96.0M
Artemis Investment Management LLP521,810
0.7% of portfolio›$79.7M
Tctc Holdings, LLC218,687
0.8% of portfolio›$33.4M
Deprince Race & Zollo Inc203,550
0.5% of portfolio›$31.1M
ProShare Advisors LLC169,140
0.0% of portfolio›$25.8M
Lido Advisors, LLC156,854
0.1% of portfolio›$23.9M
Arbejdsmarkedets Tillaegspension154,900
0.6% of portfolio›$23.6M
Retirement Systems of Alabama148,903
0.1% of portfolio›$22.7M
Polaris Capital Management, LLC125,300
2.0% of portfolio›$19.1M
Exchange Traded Concepts, LLC82,922
0.1% of portfolio›$12.7M
New York State Teachers Retirement System75,532
0.0% of portfolio›$11.5M
Commonwealth Equity Services, LLC74,340
0.0% of portfolio›$11.3M
Martin Capital Partners, LLC70,140
3.8% of portfolio›$10.7M
Mutual of America Capital Management LLC64,249
0.1% of portfolio›$9.8M
Strs Ohio54,771
0.0% of portfolio›$8.4M
Lawson Kroeker Investment Management Inc51,393
2.2% of portfolio›$7.8M
Greenfield Seitz Capital Management, LLC49,410
2.2% of portfolio›$7.5M
Bokf, NA41,230
0.1% of portfolio›$6.3M
JB Capital LLC41,082
0.2% of portfolio›$6.3M
First Merchants Corp37,754
0.2% of portfolio›$5.8M
Glass Wealth Management Co LLC35,283
1.7% of portfolio›$5.4M
Nisa Investment Advisors, LLC31,777
0.0% of portfolio›$4.9M
Virginia Retirement Systems ET Al29,050
0.0% of portfolio›$4.4M
Creative Planning29,018
0.0% of portfolio›$4.4M
Vest Financial, LLC28,882
0.0% of portfolio›$4.4M
Citigroup Inc28,855
0.0% of portfolio›$4.4M
Amalgamated Bank27,587
0.1% of portfolio›$4.2M
Riverwater Partners LLC27,512
1.2% of portfolio›$4.2M
Covea Finance24,900
0.1% of portfolio›$3.8M
Cullen T Bankers, Inc.21,901
0.0% of portfolio›$3.3M
Concurrent Investment Advisors, LLC21,105
0.0% of portfolio›$3.2M
Cardinal Capital Management20,125
0.4% of portfolio›$3.1M
Truist Financial Corp19,789
0.0% of portfolio›$3.0M
Louisiana State Employees Retirement System18,500
0.0% of portfolio›$2.8M
Crescent Grove Advisors, LLC18,308
0.2% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC18,158
0.0% of portfolio›$2.8M
State of New Jersey Common Pension Fund D17,901
0.0% of portfolio›$2.7M
AGF Management LTD17,854
0.0% of portfolio›$2.7M
WealthPlan Investment Management, LLC17,478
0.1% of portfolio›$2.7M
Rydar Equities, Inc.17,352
1.3% of portfolio›$2.6M
Arizona State Retirement System16,799
0.0% of portfolio›$2.6M
Yousif Capital Management, LLC16,090
0.0% of portfolio›$2.5M
Illinois Municipal Retirement Fund15,309
0.0% of portfolio›$2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,835
0.0% of portfolio›$2.3M
First American Bank14,809
0.1% of portfolio›$2.3M
Sanders Morris Harris LLC14,652
0.3% of portfolio›$2.3M
State of Michigan Retirement System14,564
0.0% of portfolio›$2.2M
Neville Rodie & Shaw Inc13,974
0.1% of portfolio›$2.1K
DB&C Advisors, LLC13,172
2.1% of portfolio›$2.0M
Oregon Public Employees Retirement Fund12,878
0.0% of portfolio›$2.0M
Aspen Wealth Management LLC12,445
0.3% of portfolio›$1.9M
Atria Investments, Inc11,470
0.0% of portfolio›$1.8M
Y-Intercept (Hong Kong) Ltd11,422
0.0% of portfolio›$1.7M
Linden Thomas Advisory Services, LLC10,564
0.1% of portfolio›$1.6M
Pathway Financial Advisers, LLC10,302
0.4% of portfolio›$1.6M
Oppenheimer Asset Management Inc.10,263
0.0% of portfolio›$1.6M
Rudd Co d/b/a Styre Wealth9,673
1.4% of portfolio›$1.5M
Pictet Asset Management Holding SA9,293
0.0% of portfolio›$1.4M
1900 Wealth Management LLC9,236
0.1% of portfolio›$1.4M
Gamma Investing LLC8,916
0.0% of portfolio›$1.4M
Community Bank & Trust, Waco, Texas8,751
0.5% of portfolio›$1.3M
Carnegie Investment Counsel8,519
0.0% of portfolio›$1.3M
M.E. Allison & Co., Inc.8,078
0.7% of portfolio›$1.2M
Assetmark, Inc7,667
0.0% of portfolio›$1.2M
Cambridge Investment Research Advisors, Inc.7,461
0.0% of portfolio›$1.1M
Quadrant Capital Group LLC7,188
0.0% of portfolio›$1.1M
Ethic Inc.7,175
0.0% of portfolio›$1.1M
Xponance LLC6,962
0.0% of portfolio›$1.1M
Sigma Planning Corp6,789
0.0% of portfolio›$1.0M
Fulton Bank, N.A.6,063
0.0% of portfolio›$925.6K
State of Alaska, Department of Revenue5,892
0.0% of portfolio›$899.0K
Swiss Life Asset Management Ltd5,871
0.0% of portfolio›$896.3K
Meridian Wealth Management, LLC5,764
0.0% of portfolio›$879.9K
Oak Thistle LLC5,585
0.1% of portfolio›$852.7K
HB Wealth Management, LLC5,558
0.0% of portfolio›$837.9K
ABN Amro Investment Solutions5,530
0.0% of portfolio›$844.3K
Titleist Asset Management, LLC5,325
0.1% of portfolio›$813.0K
Financial Planning Hawaii, Inc.5,279
0.4% of portfolio›$805.9K
AlphaCore Capital LLC5,093
0.0% of portfolio›$777.5K
Prime Capital Investment Advisors, LLC4,995
0.0% of portfolio›$762.6K
Groesbeck Investment Management Corp4,984
2.8% of portfolio›$761.0K
Burney Co/4,770
0.0% of portfolio›$728.2K
WealthPLAN Partners, LLC4,753
0.1% of portfolio›$725.6K
Moody National Bank Trust Division4,614
0.1% of portfolio›$704.4K
Convergence Financial, LLC4,407
0.1% of portfolio›$672.8K
Sterling Capital Management LLC4,358
0.0% of portfolio›$665.3K
Evergreen Capital Management LLC4,142
0.0% of portfolio›$632.4K
Kestra Advisory Services, LLC3,833
0.0% of portfolio›$585.2K
Tributary Capital Management, LLC3,729
0.1% of portfolio›$569.3K
Diesslin Group, Inc.3,699
0.2% of portfolio›$564.7K
Crossmark Global Holdings, Inc.3,691
0.0% of portfolio›$563.5K
Park Avenue Securities LLC3,426
0.0% of portfolio›$523.0K
Greenwood Capital Associates LLC3,425
0.1% of portfolio›$522.9K
Inspire Investing, LLC3,364
0.0% of portfolio›$513.6K
Fearless Solutions, LLC dba Best Invest3,315
0.3% of portfolio›$506.1K
SeaCrest Wealth Management, LLC3,122
0.1% of portfolio›$476.6K
Garrett Wealth Advisory Group, LLC3,010
0.1% of portfolio›$459.5K
Probity Advisors, Inc.2,918
0.1% of portfolio›$445.5K
Bahl & Gaynor LLC2,735
0.0% of portfolio›$417.6K
Wedmont Private Capital2,682
0.0% of portfolio›$408.7K
Fifth Third Wealth Advisors LLC2,607
0.0% of portfolio›$398.0K
Wolff Wiese Magana LLC2,606
0.2% of portfolio›$397.9K
Fruth Investment Management2,600
0.2% of portfolio›$396.0K
Avidian Wealth Enterprises, LLC2,583
0.0% of portfolio›$394.4K
Kingswood Wealth Advisors, LLC2,482
0.0% of portfolio›$378.9K
True North Advisors, LLC2,436
0.0% of portfolio›$371.9K
Keybank National Association2,345
0.0% of portfolio›$358.0K
DekaBank Deutsche Girozentrale2,323
0.0% of portfolio›$358.0K
HUB Investment Partners, LLC2,278
0.0% of portfolio›$347.8K
Summit Securities Group LLC2,200
0.0% of portfolio›$335.9K
Abel Hall, LLC2,181
0.1% of portfolio›$333.0K
Provenance Wealth Advisors, LLC2,159
0.0% of portfolio›$329.6K
IFP Advisors, Inc2,150
0.0% of portfolio›$328.2K
Greenleaf Trust2,149
0.0% of portfolio›$328.1K
GC Wealth Management RIA, LLC2,075
0.0% of portfolio›$316.8K
Beacon Financial Group2,038
0.0% of portfolio›$311.1K
Warwick Investment Management, Inc.2,019
0.0% of portfolio›$308.2K
Enzi Wealth2,000
0.1% of portfolio›$303.1K
KBC Group NV1,955
0.0% of portfolio›$298.0K
CIBC Asset Management Inc1,954
0.0% of portfolio›$298.3K
D.A. Davidson & Co.1,947
0.0% of portfolio›$297.2K
Elyxium Wealth, LLC1,854
0.0% of portfolio›$283.1K
Chicago Partners Investment Group LLC1,837
0.0% of portfolio›$288.5K
Profund Advisors LLC1,826
0.0% of portfolio›$278.8K
Coastline Trust Co1,815
0.0% of portfolio›$277.1K
North Dakota State Investment Board1,802
0.0% of portfolio›$275.1K
Princeton Capital Management LLC1,800
0.1% of portfolio›$274.8K
Granite Investment Partners, LLC1,753
0.0% of portfolio›$267.6K
Argyle Capital Partners, LLC1,730
0.2% of portfolio›$264.1K
Prospera Financial Services Inc1,727
0.0% of portfolio›$272.2K
Praxis Investment Management Inc1,673
0.0% of portfolio›$255.0K
TD Waterhouse Canada Inc.1,670
0.0% of portfolio›$256.4K
Americana Partners, LLC1,668
0.0% of portfolio›$254.7K
Jamison Private Wealth Management, Inc.1,641
0.0% of portfolio›$250.6K
Brighton Jones LLC1,565
0.0% of portfolio›$238.9K
Choreo, LLC1,536
0.0% of portfolio›$234.6K
Symphony Financial, Ltd. Co.1,522
0.0% of portfolio›$234.3K
StoneX Group Inc.1,514
0.0% of portfolio›$245.0K
Hanson & Doremus Investment Management1,500
0.1% of portfolio›$229.0K
Prosperitas Financial LLC1,491
0.1% of portfolio›$227.6K
Warberg Asset Management LLC1,491
0.0% of portfolio›$227.6K
Davenport & Co LLC1,467
0.0% of portfolio›$224.0K
Apella Capital, LLC1,423
0.0% of portfolio›$214.0K
Vise Technologies, Inc.1,384
0.0% of portfolio›$211.2K
Great Lakes Retirement, Inc.1,376
0.0% of portfolio›$210.0K
Parcion Private Wealth LLC1,361
0.0% of portfolio›$207.8K
1620 Investment Advisors, Inc.1,227
0.1% of portfolio›$187.3K
Lanark Financial, Inc.994
0.0% of portfolio›$151.7K
Signaturefd, LLC883
0.0% of portfolio›$134.8K
Farther Finance Advisors, LLC787
0.0% of portfolio›$120.2K
Fulcrum Asset Management LLP700
0.0% of portfolio›$107.9K
Reyes Financial Architecture, Inc.611
0.1% of portfolio›$93.3K
Root Financial Partners, LLC580
0.0% of portfolio›$88.5K
EverSource Wealth Advisors, LLC554
0.0% of portfolio›$84.6K
Spire Wealth Management543
0.0% of portfolio›$82.9K
Robinson Value Management, Ltd.500
0.0% of portfolio›$76.3K
SBI Securities Co., Ltd.392
0.0% of portfolio›$59.8K
GHP Investment Advisors, Inc.390
0.0% of portfolio›$59.5K
Parallel Advisors, LLC388
0.0% of portfolio›$59.3K
SJS Investment Consulting Inc.378
0.0% of portfolio›$57.7K
Essential Partners LLC363
0.0% of portfolio›$55.4K
Arvest Investments, Inc.354
0.0% of portfolio›$54.1K
CX Institutional334
0.0% of portfolio›$51
First Premier Bank250
0.0% of portfolio›$38.0K
Parkside Financial Bank & Trust241
0.0% of portfolio›$36.8K
True Wealth Design, LLC228
0.0% of portfolio›$34.8K
GK Wealth Management LLC207
0.0% of portfolio›$31.7K
GoalVest Advisory LLC194
0.0% of portfolio›$29.6K
Alpine Bank Wealth Management162
0.0% of portfolio›$24.7K
Private Trust Co NA162
0.0% of portfolio›$24.7K
MassMutual Private Wealth & Trust, FSB156
0.0% of portfolio›$23.8K
Birch Financial Group, LLC149
0.0% of portfolio›$22.8K
Oakworth Capital, Inc.140
0.0% of portfolio›$21.4K
Bayforest Capital Ltd131
0.0% of portfolio›$20.0K
Fortitude Family Office, LLC117
0.0% of portfolio›$17.9K
Mather Group, Llc.93
0.0% of portfolio›$14.2K
Chilton Capital Management LLC89
0.0% of portfolio›$13.6K
Signature Equity Partners, LLC89
0.0% of portfolio›$13.5K
Jnba Financial Advisors80
0.0% of portfolio›$12.2K
Albion Financial Group76
0.0% of portfolio›$11.6K
Salomon & Ludwin, LLC73
0.0% of portfolio›$11.1K
Trust Co of Vermont72
0.0% of portfolio›$11.0K
Montag A & Associates Inc65
0.0% of portfolio›$10.0K
WPG Advisers, LLC64
0.0% of portfolio›$9.8K
JFS Wealth Advisors, LLC63
0.0% of portfolio›$9.6K
Murphy & Mullick Capital Management Corp61
0.0% of portfolio›$9.3K
Mitsubishi UFJ Asset Management Co., Ltd.60
0.0% of portfolio›$9.2K
Farmers & Merchants Investments Inc56
0.0% of portfolio›$8.6K
Financial Management Professionals, Inc.52
0.0% of portfolio›$7.9K
Curat Global, LLC50
0.0% of portfolio›$7.6K
Covestor Ltd47
0.0% of portfolio›$7
Pinnacle Wealth Planning Services, Inc.47
0.0% of portfolio›$7.2K
Versant Capital Management, Inc46
0.0% of portfolio›$7.0K
Capital Advisors, Ltd. LLC38
0.0% of portfolio›$6
Silver Grove Financial Group, Inc.37
0.0% of portfolio›$5.6K
Creative Capital Management Investments LLC32
0.0% of portfolio›$4.9K
Grove Bank & Trust26
0.0% of portfolio›$4.0K
Caldwell Trust Co25
0.0% of portfolio›$3.8K
Cromwell Holdings LLC25
0.0% of portfolio›$3.8K
Gilpin Wealth Management, LLC23
0.0% of portfolio›$3.5K
Ares Financial Consulting, LLC22
0.0% of portfolio›$3.4K
Sunrise Financial Services, LLC18
0.0% of portfolio›$2.7K
Cape Investment Advisory, Inc.18
0.0% of portfolio›$2.7K
Beacon Investment Advisory Services, Inc.17
0.0% of portfolio›$2.6K
Granite FO LLC17
0.0% of portfolio›$2.6K
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$2.6K
Nemes Rush Group LLC14
0.0% of portfolio›$2.1K
UMB Private Wealth Management, LLC12
0.0% of portfolio›$1.8K
Elevated Capital Advisors, LLC12
0.0% of portfolio›$1.8K
Bell Investment Advisors, Inc12
0.0% of portfolio›$1.8K
Creative Financial Designs Inc12
0.0% of portfolio›$1.8K
Union Savings Bank12
0.0% of portfolio›$1.8K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$1.8K
Planning Strategies Inc.11
0.0% of portfolio›$1.7K
West Paces Advisors Inc.11
0.0% of portfolio›$1.7K
Valley National Advisers Inc11
0.0% of portfolio›$1.7K
Tounjian Advisory Partners, LLC10
0.0% of portfolio›$1.5K
Advocate Investing Services LLC9
0.0% of portfolio›$1.4K
Security National Bank9
0.0% of portfolio›$1.4K
Flagship Wealth Advisors, LLC9
0.0% of portfolio›$1.4K
CoreCap Advisors, LLC8
0.0% of portfolio›$1.2K
Torren Management, LLC6
0.0% of portfolio›$916
Godsey & Gibb, Inc4
0.0% of portfolio›$611
DecisionPoint Financial, LLC3
0.0% of portfolio›$461
Bare Financial Services, Inc3
0.0% of portfolio›$458
Highline Wealth Partners LLC3
0.0% of portfolio›$458
Hughes Financial Services, LLC3
0.0% of portfolio›$474
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$459
Mosley Wealth Management3
0.0% of portfolio›$462
MV Capital Management, Inc.1
0.0% of portfolio›$153
Manchester Capital Management LLC1
0.0% of portfolio›$153
Maryland Capital Advisors Inc.1
0.0% of portfolio›$153
TD Private Client Wealth LLC1
0.0% of portfolio›$153
Center for Financial Planning, Inc.1
0.0% of portfolio›$152
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,723,180$263.1M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
631,874$96.5M0.8%CoreLowBoston, MA2026-10-30
Principal Financial Group Inc
628,681$96.0M0.0%CoreLowDes Moines, IA2026-11-02
Artemis Investment Management LLP
521,810$79.7M0.7%GARPHighEdinburgh, United Kingdom2026-10-08
Tctc Holdings, LLC
218,687$33.4M0.8%ValueVery LowDallas, TX2026-11-02
Deprince Race & Zollo Inc
203,550$31.1M0.5%Deep ValueHighWinter Park, FL2026-10-13
ProShare Advisors LLC
169,140$25.8M0.0%GrowthLowBethesda, MD2026-10-29
Lido Advisors, LLC
156,854$23.9M0.1%GrowthLowLos Angeles, CA2026-11-04
Arbejdsmarkedets Tillaegspension
154,900$23.6M0.6%ValueHighHilleroed, Greece2026-10-30
Retirement Systems of Alabama
148,903$22.7M0.1%IndexLowMontgomery, AL2026-11-04
Polaris Capital Management, LLC
125,300$19.1M2.0%Deep ValueLowBoston, MA2026-10-21
Exchange Traded Concepts, LLC
82,922$12.7M0.1%GrowthMediumOklahoma City, OK2026-10-28
New York State Teachers Retirement System
75,532$11.5M0.0%CoreVery LowAlbany, NY2026-10-22
Commonwealth Equity Services, LLC
74,340$11.3M0.0%ETFLowWaltham, MA2026-11-02
Martin Capital Partners, LLC
70,140$10.7M3.8%YieldLowEugene, OR2026-10-07
Mutual of America Capital Management LLC
64,249$9.8M0.1%IndexLowNew York, NY2026-10-23
Strs Ohio
54,771$8.4M0.0%CoreMediumColumbus, OH2026-10-30
Lawson Kroeker Investment Management Inc
51,393$7.8M2.2%ValueLowOmaha, NE2026-10-22
Greenfield Seitz Capital Management, LLC
49,410$7.5M2.2%GARPLowDallas, TX2026-10-29
Bokf, NA
41,230$6.3M0.1%CoreLowTulsa, OK2026-10-27
JB Capital LLC
41,082$6.3M0.2%ETFMediumWethersfield, CT2026-10-19
First Merchants Corp
37,754$5.8M0.2%GrowthLowMuncie, IN2026-10-15
Glass Wealth Management Co LLC
35,283$5.4M1.7%GrowthLowSan Antonio, TX2026-10-28
Nisa Investment Advisors, LLC
31,777$4.9M0.0%IndexVery LowSt. Louis, MO2026-10-20
Virginia Retirement Systems ET Al
29,050$4.4M0.0%CoreMediumRichmond, VA2026-10-28
Creative Planning
29,018$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Vest Financial, LLC
28,882$4.4M0.0%ValueMediumMclean, VA2026-10-21
Citigroup Inc
28,855$4.4M0.0%CoreMediumNew York, NY2026-11-04
Amalgamated Bank
27,587$4.2M0.1%CoreVery LowNew York, NY2026-10-23
Riverwater Partners LLC
27,512$4.2M1.2%ValueMediumMilwaukee, WI2026-11-03
Covea Finance
24,900$3.8M0.1%GrowthMediumParis, India2026-10-21
Cullen T Bankers, Inc.
21,901$3.3M0.0%GrowthLowSan Antonio, TX2026-10-28
Concurrent Investment Advisors, LLC
21,105$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Cardinal Capital Management
20,125$3.1M0.4%ValueVery LowRaleigh, NC2026-10-21
Truist Financial Corp
19,789$3.0M0.0%CoreLowCharlotte, NC2026-10-30
Louisiana State Employees Retirement System
18,500$2.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Crescent Grove Advisors, LLC
18,308$2.8M0.2%ETFLowLake Forest, IL2026-10-21
Wealth Enhancement Advisory Services, LLC
18,158$2.8M0.0%CoreLowPlymouth, MN2026-10-13
State of New Jersey Common Pension Fund D
17,901$2.7M0.0%CoreLowTrenton, NJ2026-11-05
AGF Management LTD
17,854$2.7M0.0%GrowthHighToronto, Australia2026-11-03
WealthPlan Investment Management, LLC
17,478$2.7M0.1%GrowthMediumOmaha, NE2026-10-15
Rydar Equities, Inc.
17,352$2.6M1.3%CoreVery LowWeatherford, TX2026-10-13
Arizona State Retirement System
16,799$2.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
16,090$2.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Illinois Municipal Retirement Fund
15,309$2.3M0.0%CoreMediumOak Brook, IL2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,835$2.3M0.0%CoreLowHarrisburg, PA2026-11-03
First American Bank
14,809$2.3M0.1%GrowthVery LowDundee, IL2026-10-27
Sanders Morris Harris LLC
14,652$2.3M0.3%GARPLowHouston, TX2026-10-14
State of Michigan Retirement System
14,564$2.2M0.0%IndexLowEast Lansing, MI2026-10-27
Neville Rodie & Shaw Inc
13,974$2.1K0.1%GrowthLowNew York, NY2026-10-05
DB&C Advisors, LLC
13,172$2.0M2.1%GrowthVery LowHolland, MI2026-10-26
Oregon Public Employees Retirement Fund
12,878$2.0M0.0%IndexVery LowTigard, OR2026-10-30
Aspen Wealth Management LLC
12,445$1.9M0.3%ETFLowFort Worth, TX2026-10-14
Atria Investments, Inc
11,470$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
Y-Intercept (Hong Kong) Ltd
11,422$1.7M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Linden Thomas Advisory Services, LLC
10,564$1.6M0.1%CoreLowCharlotte, NC2026-10-19
Pathway Financial Advisers, LLC
10,302$1.6M0.4%CoreLowAuburn, IN2026-10-27
Oppenheimer Asset Management Inc.
10,263$1.6M0.0%CoreMediumNew York, NY2026-10-27
Rudd Co d/b/a Styre Wealth
9,673$1.5M1.4%ValueN/AFort Worth, TX2026-10-29
Pictet Asset Management Holding SA
9,293$1.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
1900 Wealth Management LLC
9,236$1.4M0.1%ETFLowSan Antonio, TX2026-10-13
Gamma Investing LLC
8,916$1.4M0.0%IndexVery LowFoster City, CA2026-10-08
Community Bank & Trust, Waco, Texas
8,751$1.3M0.5%CoreVery LowWaco, TX2026-10-19
Carnegie Investment Counsel
8,519$1.3M0.0%CoreLowPepper Pike, OH2026-10-20
M.E. Allison & Co., Inc.
8,078$1.2M0.7%CoreLowSan Antonio, TX2026-10-09
Assetmark, Inc
7,667$1.2M0.0%ETFLowConcord, CA2026-10-21
Cambridge Investment Research Advisors, Inc.
7,461$1.1M0.0%ETFLowFairfield, IA2026-11-02
Quadrant Capital Group LLC
7,188$1.1M0.0%CoreLowCincinnati, OH2026-10-20
Ethic Inc.
7,175$1.1M0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
6,962$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Sigma Planning Corp
6,789$1.0M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Fulton Bank, N.A.
6,063$925.6K0.0%CoreLowLancaster, PA2026-10-14
State of Alaska, Department of Revenue
5,892$899.0K0.0%CoreVery LowJuneau, AK2026-10-15
Swiss Life Asset Management Ltd
5,871$896.3K0.0%CoreLowZurich, Switzerland2026-11-03
Meridian Wealth Management, LLC
5,764$879.9K0.0%GrowthLowLexington, KY2026-11-05
Oak Thistle LLC
5,585$852.7K0.1%ValueVery HighNew York, NY2026-10-21
HB Wealth Management, LLC
5,558$837.9K0.0%IndexVery LowAtlanta, GA2026-10-23
ABN Amro Investment Solutions
5,530$844.3K0.0%GrowthLowParis Cedex 008, India2026-10-21
Titleist Asset Management, LLC
5,325$813.0K0.1%ETFLowSan Antonio, TX2026-10-08
Financial Planning Hawaii, Inc.
5,279$805.9K0.4%CoreVery LowHonolulu, HI2026-10-13
AlphaCore Capital LLC
5,093$777.5K0.0%ETFLowLa Jolla, CA2026-11-04
Prime Capital Investment Advisors, LLC
4,995$762.6K0.0%ETFLowOverland Park, KS2026-10-20
Groesbeck Investment Management Corp
4,984$761.0K2.8%GrowthVery LowGlen Rock, NJ2026-10-26
Burney Co/
4,770$728.2K0.0%GARPMediumReston, VA2026-10-15
WealthPLAN Partners, LLC
4,753$725.6K0.1%CoreMediumOmaha, NE2026-10-15
Moody National Bank Trust Division
4,614$704.4K0.1%CoreMediumGalveston, TX2026-10-06
Convergence Financial, LLC
4,407$672.8K0.1%ETFMediumColumbia, MO2026-10-27
Sterling Capital Management LLC
4,358$665.3K0.0%GARPMediumCharlotte, NC2026-10-22
Evergreen Capital Management LLC
4,142$632.4K0.0%GARPMediumBellevue, WA2026-10-23
Kestra Advisory Services, LLC
3,833$585.2K0.0%CoreLowAustin, TX2026-11-02
Tributary Capital Management, LLC
3,729$569.3K0.1%ValueMediumOmaha, NE2026-10-28
Diesslin Group, Inc.
3,699$564.7K0.2%ETFMediumFort Worth, TX2026-10-14
Crossmark Global Holdings, Inc.
3,691$563.5K0.0%GARPMediumHouston, TX2026-10-21
Park Avenue Securities LLC
3,426$523.0K0.0%ETFMediumNew York, NY2026-10-26
Greenwood Capital Associates LLC
3,425$522.9K0.1%CoreMediumGreenwood, SC2026-10-27
Inspire Investing, LLC
3,364$513.6K0.0%GARPHighMeridian, ID2026-10-22
Fearless Solutions, LLC dba Best Invest
3,315$506.1K0.3%ETFLowSan Antonio, TX2026-10-14
SeaCrest Wealth Management, LLC
3,122$476.6K0.1%GrowthLowPurchase, NY2026-10-21
Garrett Wealth Advisory Group, LLC
3,010$459.5K0.1%ETFVery LowWeatherford, TX2026-10-22
Probity Advisors, Inc.
2,918$445.5K0.1%ETFLowDallas, TX2026-10-23
Bahl & Gaynor LLC
2,735$417.6K0.0%CoreLowCincinnati, OH2026-11-05
Wedmont Private Capital
2,682$408.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Fifth Third Wealth Advisors LLC
2,607$398.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Wolff Wiese Magana LLC
2,606$397.9K0.2%GrowthLowCarslbad, CA2026-10-15
Fruth Investment Management
2,600$396.0K0.2%CoreVery LowHouston, TX2026-10-13
Avidian Wealth Enterprises, LLC
2,583$394.4K0.0%ETFLowHouston, TX2026-10-08
Kingswood Wealth Advisors, LLC
2,482$378.9K0.0%GrowthLowSan Diego, CA2026-10-23
True North Advisors, LLC
2,436$371.9K0.0%CoreMediumDallas, TX2026-10-22
Keybank National Association
2,345$358.0K0.0%CoreLowBrooklyn, OH2026-11-04
DekaBank Deutsche Girozentrale
2,323$358.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
HUB Investment Partners, LLC
2,278$347.8K0.0%GrowthLowAustin, TX2026-11-03
Summit Securities Group LLC
2,200$335.9K0.0%CoreVery HighNew York, NY2026-11-05
Abel Hall, LLC
2,181$333.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Provenance Wealth Advisors, LLC
2,159$329.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
IFP Advisors, Inc
2,150$328.2K0.0%GrowthLowTampa, FL2026-10-16
Greenleaf Trust
2,149$328.1K0.0%CoreLowKalamazoo, MI2026-10-29
GC Wealth Management RIA, LLC
2,075$316.8K0.0%GrowthMediumCambridge, MA2026-11-02
Beacon Financial Group
2,038$311.1K0.0%ETFMediumDallas, TX2026-10-19
Warwick Investment Management, Inc.
2,019$308.2K0.0%ETFLowBryan, TX2026-10-19
Enzi Wealth
2,000$303.1K0.1%ETFMediumAustin, TX2026-10-14
KBC Group NV
1,955$298.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
CIBC Asset Management Inc
1,954$298.3K0.0%GARPLowToronto, South Africa2026-11-05
D.A. Davidson & Co.
1,947$297.2K0.0%CoreLowGreat Falls, MT2026-10-28
Elyxium Wealth, LLC
1,854$283.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Chicago Partners Investment Group LLC
1,837$288.5K0.0%GARPLowChicago, IL2026-10-27
Profund Advisors LLC
1,826$278.8K0.0%GrowthLowBethesda, MD2026-10-29
Coastline Trust Co
1,815$277.1K0.0%GrowthVery LowProvidence, RI2026-10-01
North Dakota State Investment Board
1,802$275.1K0.0%GrowthMediumBismarck, ND2026-10-27
Princeton Capital Management LLC
1,800$274.8K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Granite Investment Partners, LLC
1,753$267.6K0.0%CoreMediumEl Segundo, CA2026-11-04
Argyle Capital Partners, LLC
1,730$264.1K0.2%CoreLowLos Angeles, CA2026-10-23
Prospera Financial Services Inc
1,727$272.2K0.0%CoreMediumDallas, TX2026-11-04
Praxis Investment Management Inc
1,673$255.0K0.0%CoreLowGoshen, IN2026-11-03
TD Waterhouse Canada Inc.
1,670$256.4K0.0%CoreLowToronto, Australia2026-10-16
Americana Partners, LLC
1,668$254.7K0.0%CoreMediumHouston, TX2026-10-28
Jamison Private Wealth Management, Inc.
1,641$250.6K0.0%GrowthVery LowMilton, GA2026-10-14
Brighton Jones LLC
1,565$238.9K0.0%CoreVery LowSeattle, WA2026-11-03
Choreo, LLC
1,536$234.6K0.0%IndexLowRockford, IL2026-10-28
Symphony Financial, Ltd. Co.
1,522$234.3K0.0%GrowthLowHouston, TX2026-10-22
StoneX Group Inc.
1,514$245.0K0.0%ETFMediumNew York, NY2026-11-03
Hanson & Doremus Investment Management
1,500$229.0K0.1%CoreVery LowBurlington, VT2026-10-16
Prosperitas Financial LLC
1,491$227.6K0.1%GrowthLowValencia, CA2026-10-28
Warberg Asset Management LLC
1,491$227.6K0.0%YieldHighWinnetka, IL2026-11-02
Davenport & Co LLC
1,467$224.0K0.0%CoreMediumRichmond, VA2026-10-14
Apella Capital, LLC
1,423$214.0K0.0%ETFVery LowWest Hartford, CT2026-10-08
Vise Technologies, Inc.
1,384$211.2K0.0%IndexLowNew York, NY2026-10-29
Great Lakes Retirement, Inc.
1,376$210.0K0.0%GrowthLowSandusky, OH2026-10-26
Parcion Private Wealth LLC
1,361$207.8K0.0%CoreMediumBellevue, WA2026-10-28
1620 Investment Advisors, Inc.
1,227$187.3K0.1%ValueLowPlymouth, MA2026-11-04
Lanark Financial, Inc.
994$151.7K0.0%CoreMediumBirmingham, AL2026-10-26
Signaturefd, LLC
883$134.8K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
787$120.2K0.0%IndexLowSan Francisco, CA2026-10-08
Fulcrum Asset Management LLP
700$107.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Reyes Financial Architecture, Inc.
611$93.3K0.1%ETFVery HighSan Diego, CA2026-10-22
Root Financial Partners, LLC
580$88.5K0.0%ETFMediumEncinitas, CA2026-10-21
EverSource Wealth Advisors, LLC
554$84.6K0.0%CoreMediumBirmingham, AL2026-11-04
Spire Wealth Management
543$82.9K0.0%GrowthMediumMclean, VA2026-10-30
Robinson Value Management, Ltd.
500$76.3K0.0%YieldHighSan Antonio, TX2026-10-20
SBI Securities Co., Ltd.
392$59.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
GHP Investment Advisors, Inc.
390$59.5K0.0%CoreVery LowDenver, CO2026-10-15
Parallel Advisors, LLC
388$59.3K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
378$57.7K0.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
363$55.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Arvest Investments, Inc.
354$54.1K0.0%ETFLowLowell, AR2026-10-21
CX Institutional
334$510.0%CoreMediumAuburn, IN2026-10-02
First Premier Bank
250$38.0K0.0%CoreVery LowSioux Falls, SD2026-10-13
Parkside Financial Bank & Trust
241$36.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
228$34.8K0.0%ETFMediumAkron, OH2026-10-13
GK Wealth Management LLC
207$31.7K0.0%GARPVery HighReno, NV2026-10-09
GoalVest Advisory LLC
194$29.6K0.0%ETFMediumNew York, NY2026-10-02
Alpine Bank Wealth Management
162$24.7K0.0%ETFHighGrand Junction, CO2026-10-16
Private Trust Co NA
162$24.7K0.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
156$23.8K0.0%CoreLowSpringfield, MA2026-10-05
Birch Financial Group, LLC
149$22.8K0.0%CoreLowKeene, NH2026-10-27
Oakworth Capital, Inc.
140$21.4K0.0%ETFLowBirmingham, AL2026-10-26
Bayforest Capital Ltd
131$20.0K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Fortitude Family Office, LLC
117$17.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Mather Group, Llc.
93$14.2K0.0%ETFMediumChicago, IL2026-10-14
Chilton Capital Management LLC
89$13.6K0.0%GrowthMediumHouston, TX2026-10-28
Signature Equity Partners, LLC
89$13.5K0.0%GrowthMediumColumbus, OH2026-10-29
Jnba Financial Advisors
80$12.2K0.0%ETFMediumBloomington, MN2026-11-03
Albion Financial Group
76$11.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Salomon & Ludwin, LLC
73$11.1K0.0%ETFVery LowRichmond, VA2026-10-29
Trust Co of Vermont
72$11.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Montag A & Associates Inc
65$10.0K0.0%CoreLowAtlanta, GA2026-10-29
WPG Advisers, LLC
64$9.8K0.0%CoreLowBaltimore, MD2026-10-27
JFS Wealth Advisors, LLC
63$9.6K0.0%ETFVery LowHermitage, PA2026-11-03
Murphy & Mullick Capital Management Corp
61$9.3K0.0%GrowthLowSmithtown, NY2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
60$9.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Farmers & Merchants Investments Inc
56$8.6K0.0%CoreVery LowLincoln, NE2026-10-22
Financial Management Professionals, Inc.
52$7.9K0.0%ETFMediumAustin, TX2026-10-23
Curat Global, LLC
50$7.6K0.0%CoreMediumSpringfield, NH2026-10-26
Covestor Ltd
47$70.0%ValueHighLondon, United Kingdom2026-10-30
Pinnacle Wealth Planning Services, Inc.
47$7.2K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
46$7.0K0.0%GARPLowPhoenix, AZ2026-10-02
Capital Advisors, Ltd. LLC
38$60.0%ETFLowShaker Heights, OH2026-10-27
Silver Grove Financial Group, Inc.
37$5.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Creative Capital Management Investments LLC
32$4.9K0.0%ETFLowSan Diego, CA2026-10-28
Grove Bank & Trust
26$4.0K0.0%ETFLowMiami, FL2026-10-08
Caldwell Trust Co
25$3.8K0.0%GrowthLowVenice, FL2026-10-30
Cromwell Holdings LLC
25$3.8K0.0%IndexLowJackson, WY2026-10-28
Gilpin Wealth Management, LLC
23$3.5K0.0%GrowthLowDenver, CO2026-10-09
Ares Financial Consulting, LLC
22$3.4K0.0%CoreLowCalabasas, CA2026-10-19
Sunrise Financial Services, LLC
18$2.7K0.0%ETFMediumBurien, WA2026-10-21
Cape Investment Advisory, Inc.
18$2.7K0.0%ETFLowMcdonough, GA2026-10-13
Beacon Investment Advisory Services, Inc.
17$2.6K0.0%GrowthLowMorristown, NJ2026-10-13
Granite FO LLC
17$2.6K0.0%GARPVery LowGilford, NH2026-10-14
Bay Harbor Wealth Management, LLC
17$2.6K0.0%ETFMediumHunt Valley, MD2026-11-03
Nemes Rush Group LLC
14$2.1K0.0%CoreVery LowNovi, MI2026-11-04
UMB Private Wealth Management, LLC
12$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Elevated Capital Advisors, LLC
12$1.8K0.0%ETFMediumSandy, UT2026-11-04
Bell Investment Advisors, Inc
12$1.8K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Financial Designs Inc
12$1.8K0.0%ETFMediumKokomo, IN2026-11-04
Union Savings Bank
12$1.8K0.0%CoreLowLitchfield, CT2026-10-14
DiNuzzo Private Wealth, Inc.
12$1.8K0.0%ETFLowBeaver, PA2026-10-16
Planning Strategies Inc.
11$1.7K0.0%ETFN/ALancaster, PA2026-10-02
West Paces Advisors Inc.
11$1.7K0.0%ETFLowAtlanta, GA2026-10-13
Valley National Advisers Inc
11$1.7K0.0%ETFLowBethlehem, PA2026-10-23
Tounjian Advisory Partners, LLC
10$1.5K0.0%GrowthHighFort Myers, FL2026-11-04
Advocate Investing Services LLC
9$1.4K0.0%ETFLowWoodbine, MD2026-10-26
Security National Bank
9$1.4K0.0%GrowthLowOmaha, NE2026-10-26
Flagship Wealth Advisors, LLC
9$1.4K0.0%ETFLowWakefield, MA2026-11-03
CoreCap Advisors, LLC
8$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
Torren Management, LLC
6$9160.0%ETFMediumSan Diego, CA2026-10-29
Godsey & Gibb, Inc
4$6110.0%CoreLowRichmond, VA2026-10-14
DecisionPoint Financial, LLC
3$4610.0%ETFVery LowMesa, AZ2026-10-27
Bare Financial Services, Inc
3$4580.0%ETFVery LowGap, PA2026-11-04
Highline Wealth Partners LLC
3$4580.0%ETFMediumSherman Oaks, CA2026-10-19
Hughes Financial Services, LLC
3$4740.0%ETFLowHerndon, VA2026-10-30
Physician Wealth Advisors, Inc.
3$4590.0%ETFMediumMidvale, UT2026-10-20
Mosley Wealth Management
3$4620.0%ETFHighAnaheim, CA2026-10-16
MV Capital Management, Inc.
1$1530.0%ETFLowBethesda, MD2026-10-29
Manchester Capital Management LLC
1$1530.0%CoreLowManchester, VT2026-10-22
Maryland Capital Advisors Inc.
1$1530.0%ETFVery LowChester, MD2026-10-15
TD Private Client Wealth LLC
1$1530.0%ETFLowNew York, NY2026-10-28
Center for Financial Planning, Inc.
1$1520.0%ETFLowSouthfied, MI2026-10-26