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DT Midstream Inc (DTM)

CUSIP: 23345M107 | NYSE | Energy · Oil & Gas Midstream | Large Cap | 1300 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,231,571
0.0% of portfolio›$266.6M
TrinityBridge Ltd808,900
4.6% of portfolio›$96.7M
Cushing Asset Management, LP dba NXG Investment Management687,100
3.8% of portfolio›$82.1M
Eagle Global Advisors LLC641,891
2.5% of portfolio›$76.7M
Bahl & Gaynor LLC637,845
0.4% of portfolio›$76.2M
Chickasaw Capital Management LLC522,558
2.2% of portfolio›$62.4M
Principal Financial Group Inc441,581
0.0% of portfolio›$52.8M
Neos Investment Management LLC320,875
0.1% of portfolio›$38.3M
Deroy & Devereaux Private Investment Counsel Inc319,956
3.6% of portfolio›$38.2M
Alps Advisors Inc287,181
0.2% of portfolio›$34.3M
Fractal Investments LLC285,999
3.9% of portfolio›$34.2M
Retirement Systems of Alabama225,622
0.1% of portfolio›$27.0M
Miller Howard Investments Inc224,383
0.7% of portfolio›$26.8M
ProShare Advisors LLC200,939
0.0% of portfolio›$24.0M
Hennessy Advisors Inc154,280
0.7% of portfolio›$18.4M
Exchange Traded Concepts, LLC105,452
0.0% of portfolio›$12.6M
Catalyst Capital Advisors LLC97,464
0.2% of portfolio›$11.6M
Creative Planning85,521
0.0% of portfolio›$10.2M
New York State Teachers Retirement System80,685
0.0% of portfolio›$9.6M
Conestoga Capital Advisors, LLC70,610
0.3% of portfolio›$8.4M
Lanark Financial, Inc.52,260
0.4% of portfolio›$6.2M
Amalgamated Bank45,498
0.1% of portfolio›$5.4M
Fort Washington Investment Advisors Inc37,341
0.0% of portfolio›$4.5M
State of Alaska, Department of Revenue37,198
0.1% of portfolio›$4.4M
Mutual of America Capital Management LLC37,172
0.0% of portfolio›$4.4M
Commonwealth Equity Services, LLC31,554
0.0% of portfolio›$3.8M
Louisiana State Employees Retirement System30,300
0.1% of portfolio›$3.6M
State of New Jersey Common Pension Fund D30,044
0.0% of portfolio›$3.6M
Premier Fund Managers Ltd30,000
0.0% of portfolio›$3.7K
City Holding Co29,168
0.4% of portfolio›$3.5M
Arizona State Retirement System28,018
0.0% of portfolio›$3.3M
Asset Management One Co., Ltd.26,913
0.0% of portfolio›$3.2M
Yousif Capital Management, LLC26,509
0.0% of portfolio›$3.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,350
0.0% of portfolio›$2.9M
Citigroup Inc24,289
0.0% of portfolio›$2.9M
State of Michigan Retirement System23,955
0.0% of portfolio›$2.9M
First American Bank22,694
0.1% of portfolio›$2.7M
Oregon Public Employees Retirement Fund21,105
0.0% of portfolio›$2.5M
Ausbil Investment Management Ltd17,711
1.1% of portfolio›$2.1M
Nisa Investment Advisors, LLC17,424
0.0% of portfolio›$2.1M
Cambridge Investment Research Advisors, Inc.15,583
0.0% of portfolio›$1.9M
Pictet Asset Management Holding SA15,498
0.0% of portfolio›$1.9M
New York Life Investment Management LLC15,334
0.0% of portfolio›$1.8M
Linden Thomas Advisory Services, LLC15,209
0.1% of portfolio›$1.8M
Bright Rock Capital Management, LLC15,000
0.3% of portfolio›$1.8M
CoreCap Advisors, LLC14,871
0.1% of portfolio›$1.8M
Achmea Investment Management B.V.14,300
0.0% of portfolio›$1.7M
Sigma Planning Corp14,272
0.0% of portfolio›$1.7M
Allspring Global Investments Holdings, LLC13,527
0.0% of portfolio›$1.6M
Xponance LLC13,397
0.0% of portfolio›$1.6M
Virginia Retirement Systems ET Al12,700
0.0% of portfolio›$1.5M
TD Waterhouse Canada Inc.11,455
0.0% of portfolio›$1.4M
Retirement Guys Formula LLC11,377
0.5% of portfolio›$1.4M
Turtle Creek Wealth Advisors, LLC11,226
0.1% of portfolio›$1.3M
Gilliland Jeter Wealth Management LLC11,212
0.3% of portfolio›$1.3M
Truist Financial Corp11,022
0.0% of portfolio›$1.3M
Frank, Rimerman Advisors LLC10,786
0.1% of portfolio›$1.3M
Quadrant Capital Group LLC10,375
0.0% of portfolio›$1.3M
Wealth Enhancement Advisory Services, LLC10,021
0.0% of portfolio›$1.2M
Inspire Investing, LLC9,288
0.0% of portfolio›$1.1M
Oppenheimer Asset Management Inc.8,083
0.0% of portfolio›$965.7K
Crossmark Global Holdings, Inc.7,946
0.0% of portfolio›$949.3K
Kestra Advisory Services, LLC7,924
0.0% of portfolio›$946.6K
Hennion & Walsh Asset Management, Inc.7,885
0.0% of portfolio›$942.0K
Ethic Inc.7,644
0.0% of portfolio›$913.3K
AlphaCore Capital LLC7,521
0.0% of portfolio›$899.5K
Bokf, NA7,520
0.0% of portfolio›$898.4K
Praxis Investment Management Inc7,503
0.1% of portfolio›$896.0K
Swiss Life Asset Management Ltd6,719
0.0% of portfolio›$802.7K
Kestra Private Wealth Services, LLC6,494
0.0% of portfolio›$775.8K
Parallel Advisors, LLC6,277
0.0% of portfolio›$749.9K
Gamma Investing LLC5,946
0.0% of portfolio›$710.4K
SS&H Financial Advisors, Inc.5,900
0.4% of portfolio›$705.0K
Simon Quick Advisors, LLC5,801
0.0% of portfolio›$693.0K
Davenport & Co LLC5,650
0.0% of portfolio›$675.0K
Acorn Wealth Advisors, LLC5,597
0.2% of portfolio›$668.7K
First Citizens Bank & Trust Co5,567
0.0% of portfolio›$665.1K
Elm3 Financial Group, LLC4,670
0.4% of portfolio›$558.0K
HB Wealth Management, LLC4,654
0.0% of portfolio›$549.5K
Keybank National Association4,599
0.0% of portfolio›$549.4K
Sigma Investment Counselors Inc4,586
0.0% of portfolio›$547.9K
EverSource Wealth Advisors, LLC4,538
0.0% of portfolio›$542.2K
Legacy Wealth Asset Management, LLC4,439
0.1% of portfolio›$530.3K
Evergreen Capital Management LLC4,407
0.0% of portfolio›$530.3K
Plante Moran Financial Advisors, LLC4,310
0.0% of portfolio›$514.9K
Foguth Wealth Management, Llc.4,126
0.1% of portfolio›$510.3K
Oppenheimer & Co Inc4,093
0.0% of portfolio›$489.0K
Impact Capital Partners LLC3,999
0.1% of portfolio›$477.8K
Procyon Advisors, LLC3,924
0.0% of portfolio›$468.8K
Signal Advisors Wealth, LLC3,917
0.0% of portfolio›$467.9K
Strategic Financial Group, LLC3,820
0.4% of portfolio›$456.3K
Sculati Wealth Management, LLC3,809
0.2% of portfolio›$478.5K
Elco Management Co., LLC3,650
0.2% of portfolio›$436.1K
Cynosure Group, LLC3,638
0.1% of portfolio›$434.6K
Gateway Investment Advisers LLC3,549
0.0% of portfolio›$424.0K
Concurrent Investment Advisors, LLC3,528
0.0% of portfolio›$421.5K
Farther Finance Advisors, LLC3,412
0.0% of portfolio›$407.6K
CX Institutional3,403
0.0% of portfolio›$407
Fifth Third Wealth Advisors LLC3,362
0.0% of portfolio›$401.7K
Blue Water Asset Management3,339
0.1% of portfolio›$398.9K
KBC Group NV3,282
0.0% of portfolio›$392.0K
MGO One Seven LLC3,176
0.0% of portfolio›$379.4K
CIBC Asset Management Inc3,170
0.0% of portfolio›$378.7K
North Dakota State Investment Board3,115
0.0% of portfolio›$372.1K
Cranbrook Wealth Management, LLC3,055
0.1% of portfolio›$365.0K
Citizens Financial Group Inc2,954
0.0% of portfolio›$352.9K
Blue Trust, Inc.2,947
0.0% of portfolio›$352.0K
Lakeshore Financial Planning, Inc.2,936
0.1% of portfolio›$350.7K
Sterling Capital Management LLC2,934
0.0% of portfolio›$350.5K
Parcion Private Wealth LLC2,858
0.0% of portfolio›$341.4K
CenterBook Partners LP2,851
0.0% of portfolio›$340.6K
Norden Group LLC2,804
0.0% of portfolio›$335.0K
Pinnacle Wealth Management Group, Inc.2,753
0.2% of portfolio›$328.9K
Signaturefd, LLC2,719
0.0% of portfolio›$324.8K
Prospera Financial Services Inc2,681
0.0% of portfolio›$333.4K
Pinnacle Associates LTD2,651
0.0% of portfolio›$316.7K
Axxcess Wealth Management, LLC2,636
0.0% of portfolio›$314.9K
Wedmont Private Capital2,568
0.0% of portfolio›$317.8K
Apella Capital, LLC2,545
0.0% of portfolio›$312.3K
XML Financial, LLC2,503
0.0% of portfolio›$299.0K
Princeton Global Asset Management LLC2,497
0.0% of portfolio›$298.3K
Center for Financial Planning, Inc.2,497
0.0% of portfolio›$298.4K
Secure Asset Management, LLC2,488
0.0% of portfolio›$297.2K
Capital Investment Advisors, LLC2,437
0.0% of portfolio›$291.1K
Elevation Point Wealth Partners, LLC2,366
0.0% of portfolio›$284.7K
Greenleaf Trust2,360
0.0% of portfolio›$281.9K
William Mack & Associates, Inc.2,327
0.1% of portfolio›$278.0K
Gradient Investments LLC2,292
0.0% of portfolio›$273.8K
PDS Planning, Inc2,213
0.0% of portfolio›$264.3K
Hummer Financial Advisory Services Inc2,205
0.2% of portfolio›$265.4K
Finward Bancorp2,185
0.2% of portfolio›$261.0K
Profund Advisors LLC2,130
0.0% of portfolio›$254.5K
Capital Asset Advisory Services LLC2,111
0.0% of portfolio›$260.3K
Values First Advisors, Inc.2,105
0.1% of portfolio›$251.5K
MacKenzie Financial Corp2,101
0.0% of portfolio›$251.0K
Glenview Trust Co2,072
0.0% of portfolio›$247.5K
Antonelli Financial Advisors, LLC2,051
0.2% of portfolio›$245.0K
Palisade Asset Management, LLC2,050
0.0% of portfolio›$244.9K
Copeland Capital Management, LLC2,010
0.0% of portfolio›$240.1K
D.A. Davidson & Co.1,998
0.0% of portfolio›$238.8K
Venture Visionary Partners LLC1,988
0.0% of portfolio›$237.5K
GFS Advisors, LLC1,975
0.0% of portfolio›$236.0K
Curated Wealth Partners LLC1,950
0.0% of portfolio›$233.0K
Brighton Jones LLC1,948
0.0% of portfolio›$232.8K
Quantum Financial Advisors, LLC1,924
0.0% of portfolio›$229.9K
Arbor Wealth Advisors LLC1,904
0.1% of portfolio›$227.5K
Almanack Investment Partners, Llc.1,870
0.0% of portfolio›$223.4K
Choreo, LLC1,867
0.0% of portfolio›$223.1K
SJS Investment Consulting Inc.1,855
0.0% of portfolio›$221.6K
McKinley Carter Wealth Services, Inc.1,848
0.0% of portfolio›$220.8K
GEM Asset Management, LLC1,810
0.1% of portfolio›$216.2K
Discipline Wealth Solutions, LLC1,782
0.0% of portfolio›$212.9K
Assetmark, Inc1,753
0.0% of portfolio›$209.4K
Brown Wealth Management, LLC1,748
0.0% of portfolio›$208.8K
Inscription Capital, LLC1,729
0.0% of portfolio›$206.6K
Daiwa Securities Group Inc.1,727
0.0% of portfolio›$206.3K
Candriam S.C.A.1,689
0.0% of portfolio›$202.5K
Nemes Rush Group LLC1,676
0.0% of portfolio›$200.2K
StoneX Group Inc.1,594
0.0% of portfolio›$212.3K
Midwest Capital Advisors, LLC1,576
0.1% of portfolio›$188.3K
IFP Advisors, Inc1,461
0.0% of portfolio›$174.5K
SBI Securities Co., Ltd.1,454
0.0% of portfolio›$173.7K
Strs Ohio1,431
0.0% of portfolio›$171.0K
Caitong International Asset Management Co., Ltd1,166
0.0% of portfolio›$139.3K
Vima LLC1,141
0.1% of portfolio›$136.3K
North Star Investment Management Corp.1,106
0.0% of portfolio›$132.1K
American National Bank & Trust1,081
0.0% of portfolio›$129.1K
Versant Capital Management, Inc772
0.0% of portfolio›$92.2K
Burkett Financial Services, LLC687
0.0% of portfolio›$82.1K
GHP Investment Advisors, Inc.679
0.0% of portfolio›$81.1K
Financial Perspectives, Inc645
0.0% of portfolio›$77.1K
Ascentis Independent Advisors562
0.0% of portfolio›$67.3K
Mather Group, Llc.561
0.0% of portfolio›$67.0K
Private Trust Co NA547
0.0% of portfolio›$65.4K
Hussman Strategic Advisors, Inc.500
0.0% of portfolio›$59.7K
Pacific Center for Financial Services459
0.0% of portfolio›$54.8K
Hilltop National Bank458
0.0% of portfolio›$54.7K
MassMutual Private Wealth & Trust, FSB435
0.0% of portfolio›$52.0K
RHL Group, LLC423
0.0% of portfolio›$50.6K
Gen-Wealth Partners Inc417
0.0% of portfolio›$49.8K
Concord Wealth Partners410
0.0% of portfolio›$49.0K
Farmers & Merchants Trust Co of Chambersburg PA377
0.1% of portfolio›$45.0K
Root Financial Partners, LLC373
0.0% of portfolio›$44.6K
TD Private Client Wealth LLC369
0.0% of portfolio›$44.1K
Spire Wealth Management349
0.0% of portfolio›$41.7K
Ulland Investment Advisors, LLC326
0.1% of portfolio›$39.0K
First Horizon Corp312
0.0% of portfolio›$37.3K
Westside Investment Management, Inc.308
0.0% of portfolio›$37.4K
Essex Investment Management Co LLC301
0.0% of portfolio›$36.0K
Cassaday & Co Wealth Management LLC301
0.0% of portfolio›$36.0K
Owl Creek Wealth Partners LLC275
0.0% of portfolio›$32.9K
Parkside Financial Bank & Trust268
0.0% of portfolio›$32.0K
Bell Investment Advisors, Inc265
0.0% of portfolio›$31.7K
Godsey & Gibb, Inc250
0.0% of portfolio›$29.9K
Oakworth Capital, Inc.249
0.0% of portfolio›$29.7K
V-Square Quantitative Management LLC238
0.0% of portfolio›$28.4K
Trust Co of Toledo NA226
0.0% of portfolio›$27.0K
Mitsubishi UFJ Asset Management Co., Ltd.215
0.0% of portfolio›$25.7K
Covestor Ltd212
0.0% of portfolio›$25
Elyxium Wealth, LLC208
0.0% of portfolio›$24.9K
Dakota Community Bank & Trust NA200
0.1% of portfolio›$23.9K
Foresight Capital Management Advisors, Inc.200
0.0% of portfolio›$23.9K
Tounjian Advisory Partners, LLC197
0.0% of portfolio›$23.5K
Mcdonald Partners LLC194
0.0% of portfolio›$23.2K
Pinnacle Bancorp, Inc.193
0.0% of portfolio›$23.1K
Toth Financial Advisory Corp174
0.0% of portfolio›$20.8K
Salomon & Ludwin, LLC149
0.0% of portfolio›$17.8K
Fortitude Family Office, LLC137
0.0% of portfolio›$16.4K
Evermay Wealth Management LLC129
0.0% of portfolio›$15.4K
Caldwell Trust Co125
0.0% of portfolio›$14.9K
Hughes Financial Services, LLC124
0.0% of portfolio›$15.7K
Retirement Wealth Solutions LLC122
0.0% of portfolio›$14.6K
Cdkv Holdings LLC119
0.0% of portfolio›$14.2K
Bare Financial Services, Inc118
0.0% of portfolio›$14.1K
Beacon Investment Advisory Services, Inc.112
0.0% of portfolio›$13.4K
Planning Strategies Inc.108
0.0% of portfolio›$12.9K
Mascoma Wealth Management LLC107
0.0% of portfolio›$12.8K
James T. Borello RIA105
0.0% of portfolio›$12.5K
JFS Wealth Advisors, LLC99
0.0% of portfolio›$11.9K
Key FInancial Inc98
0.0% of portfolio›$11.7K
Grove Bank & Trust93
0.0% of portfolio›$11.1K
Buck Wealth Strategies, LLC92
0.0% of portfolio›$11.0K
WPG Advisers, LLC90
0.0% of portfolio›$10.8K
Farmers & Merchants Investments Inc88
0.0% of portfolio›$10.5K
MB, Levis & Associates, LLC82
0.0% of portfolio›$9.8K
Cedar Mountain Advisors, LLC75
0.0% of portfolio›$9.0K
Silver Grove Financial Group, Inc.74
0.0% of portfolio›$8.9K
Smallwood Wealth Investment Management, LLC71
0.0% of portfolio›$8.5K
Contravisory Investment Management, Inc.67
0.0% of portfolio›$8.0K
Clark Wealth Partners64
0.0% of portfolio›$7.7K
Breakwater Investment Management64
0.0% of portfolio›$7.6K
Creative Financial Designs Inc61
0.0% of portfolio›$7.3K
Arlington Trust Co LLC56
0.0% of portfolio›$6.7K
Asset Planning,Inc55
0.0% of portfolio›$6.6K
Entrust Financial LLC52
0.0% of portfolio›$6.2K
Asset Dedication, LLC50
0.0% of portfolio›$6.0K
Eastern Bank50
0.0% of portfolio›$6.0K
Coastline Trust Co50
0.0% of portfolio›$6.0K
Armstrong Advisory Group, Inc50
0.0% of portfolio›$6.0K
CGC Financial Services, LLC50
0.0% of portfolio›$6.0K
Private Wealth Management Group, LLC49
0.0% of portfolio›$5.9K
IFS Advisors, LLC48
0.0% of portfolio›$5.7K
1620 Investment Advisors, Inc.47
0.0% of portfolio›$5.6K
Manchester Capital Management LLC47
0.0% of portfolio›$5.6K
Atlantic Edge Private Wealth Management, LLC45
0.0% of portfolio›$5.4K
Albion Financial Group45
0.0% of portfolio›$5.4K
Southern Michigan Bank & Trust44
0.0% of portfolio›$5.3K
Clean Yield Group42
0.0% of portfolio›$5.0K
Trust Co of Vermont40
0.0% of portfolio›$4.8K
Physician Wealth Advisors, Inc.40
0.0% of portfolio›$4.8K
UMB Private Wealth Management, LLC40
0.0% of portfolio›$4.8K
Creative Capital Management Investments LLC39
0.0% of portfolio›$4.7K
Wilmington Savings Fund Society, FSB39
0.0% of portfolio›$4.7K
Cromwell Holdings LLC36
0.0% of portfolio›$4.3K
GK Wealth Management LLC35
0.0% of portfolio›$4.2K
Avion Wealth32
0.0% of portfolio›$3
Jnba Financial Advisors32
0.0% of portfolio›$3.8K
Tsfg, LLC27
0.0% of portfolio›$3
Bfsg, LLC25
0.0% of portfolio›$3.0K
True Wealth Design, LLC24
0.0% of portfolio›$2.9K
Alpine Bank Wealth Management22
0.0% of portfolio›$2.6K
Hazlett, Burt & Watson, Inc.22
0.0% of portfolio›$3
Bay Harbor Wealth Management, LLC22
0.0% of portfolio›$2.6K
Rachor Investment Advisory Services, LLC22
0.0% of portfolio›$2.6K
Pinnacle Wealth Planning Services, Inc.22
0.0% of portfolio›$2.6K
Rakuten Securities, Inc.20
0.0% of portfolio›$2.4K
Canton Hathaway, LLC17
0.0% of portfolio›$2.0K
DiNuzzo Private Wealth, Inc.16
0.0% of portfolio›$1.9K
Meriwether Wealth & Planning, LLC15
0.0% of portfolio›$1.8K
Strengthening Families & Communities, LLC15
0.0% of portfolio›$1.8K
Capital Advisors, Ltd. LLC15
0.0% of portfolio›$2
Marquette Asset Management, LLC14
0.0% of portfolio›$1.7K
Ascentis Wealth Management, LLC13
0.0% of portfolio›$1.6K
Financial Management Professionals, Inc.12
0.0% of portfolio›$1.4K
Financial Network Wealth Advisors LLC12
0.0% of portfolio›$1.4K
Torren Management, LLC11
0.0% of portfolio›$1.3K
Harbor Investment Advisory, LLC10
0.0% of portfolio›$1.2K
Highline Wealth Partners LLC10
0.0% of portfolio›$1.2K
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$1.1K
DecisionPoint Financial, LLC8
0.0% of portfolio›$961
Brown, Lisle Ings, Inc.8
0.0% of portfolio›$956
Sunrise Financial Services, LLC7
0.0% of portfolio›$836
Abound Wealth Management6
0.0% of portfolio›$717
TFC Financial Management, Inc.5
0.0% of portfolio›$598
Triumph Capital Management4
0.0% of portfolio›$495
Burk Holdings LLC3
0.0% of portfolio›$358
American Capital Advisory, LLC3
0.0% of portfolio›$359
Signature Equity Partners, LLC2
0.0% of portfolio›$239
Maryland Capital Advisors Inc.1
0.0% of portfolio›$120
Maseco LLP1
0.0% of portfolio›$120
Mosley Wealth Management1
0.0% of portfolio›$119
Quaker Wealth Management, LLC1
0.0% of portfolio›$120
Signature Resources Capital Management, LLC1
0.0% of portfolio›$119
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,231,571$266.6M0.0%IndexLowAustin, TX2026-11-04
TrinityBridge Ltd
808,900$96.7M4.6%MomentumMediumLondon, United Kingdom2026-10-30
Cushing Asset Management, LP dba NXG Investment Management
687,100$82.1M3.8%YieldMediumDallas, TX2026-10-26
Eagle Global Advisors LLC
641,891$76.7M2.5%CoreLowHouston, TX2026-11-02
Bahl & Gaynor LLC
637,845$76.2M0.4%CoreLowCincinnati, OH2026-11-05
Chickasaw Capital Management LLC
522,558$62.4M2.2%YieldLowMemphis, TN2026-10-08
Principal Financial Group Inc
441,581$52.8M0.0%CoreLowDes Moines, IA2026-11-02
Neos Investment Management LLC
320,875$38.3M0.1%IndexVery LowWestport, CT2026-11-04
Deroy & Devereaux Private Investment Counsel Inc
319,956$38.2M3.6%ValueMediumBloomfield Hills, MI2026-10-26
Alps Advisors Inc
287,181$34.3M0.2%YieldLowDenver, CO2026-11-03
Fractal Investments LLC
285,999$34.2M3.9%YieldLowGlastonbury, CT2026-10-28
Retirement Systems of Alabama
225,622$27.0M0.1%IndexLowMontgomery, AL2026-11-04
Miller Howard Investments Inc
224,383$26.8M0.7%YieldMediumKingston, NY2026-10-26
ProShare Advisors LLC
200,939$24.0M0.0%GrowthLowBethesda, MD2026-10-29
Hennessy Advisors Inc
154,280$18.4M0.7%Deep ValueMediumNovato, CA2026-10-28
Exchange Traded Concepts, LLC
105,452$12.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Catalyst Capital Advisors LLC
97,464$11.6M0.2%ETFVery LowSan Juan, PR2026-11-02
Creative Planning
85,521$10.2M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
80,685$9.6M0.0%CoreVery LowAlbany, NY2026-10-22
Conestoga Capital Advisors, LLC
70,610$8.4M0.3%CoreLowWayne, PA2026-11-02
Lanark Financial, Inc.
52,260$6.2M0.4%CoreMediumBirmingham, AL2026-10-26
Amalgamated Bank
45,498$5.4M0.1%CoreVery LowNew York, NY2026-10-23
Fort Washington Investment Advisors Inc
37,341$4.5M0.0%CoreLowCincinnati, OH2026-10-15
State of Alaska, Department of Revenue
37,198$4.4M0.1%CoreVery LowJuneau, AK2026-10-15
Mutual of America Capital Management LLC
37,172$4.4M0.0%IndexLowNew York, NY2026-10-23
Commonwealth Equity Services, LLC
31,554$3.8M0.0%ETFLowWaltham, MA2026-11-02
Louisiana State Employees Retirement System
30,300$3.6M0.1%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
30,044$3.6M0.0%CoreLowTrenton, NJ2026-11-05
Premier Fund Managers Ltd
30,000$3.7K0.0%MomentumMediumLondon, United Kingdom2026-11-02
City Holding Co
29,168$3.5M0.4%CoreLowCharleston, WV2026-10-19
Arizona State Retirement System
28,018$3.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Asset Management One Co., Ltd.
26,913$3.2M0.0%IndexVery LowTokyo, Mexico2026-10-27
Yousif Capital Management, LLC
26,509$3.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
24,350$2.9M0.0%CoreLowHarrisburg, PA2026-11-03
Citigroup Inc
24,289$2.9M0.0%CoreMediumNew York, NY2026-11-04
State of Michigan Retirement System
23,955$2.9M0.0%IndexLowEast Lansing, MI2026-10-27
First American Bank
22,694$2.7M0.1%GrowthVery LowDundee, IL2026-10-27
Oregon Public Employees Retirement Fund
21,105$2.5M0.0%IndexVery LowTigard, OR2026-10-30
Ausbil Investment Management Ltd
17,711$2.1M1.1%ValueMediumSydney, China2026-10-08
Nisa Investment Advisors, LLC
17,424$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Cambridge Investment Research Advisors, Inc.
15,583$1.9M0.0%ETFLowFairfield, IA2026-11-02
Pictet Asset Management Holding SA
15,498$1.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
15,334$1.8M0.0%GrowthLowNew York, NY2026-11-04
Linden Thomas Advisory Services, LLC
15,209$1.8M0.1%CoreLowCharlotte, NC2026-10-19
Bright Rock Capital Management, LLC
15,000$1.8M0.3%CoreMediumHanover, MA2026-10-05
CoreCap Advisors, LLC
14,871$1.8M0.1%ETFMediumSouthfield, MI2026-10-08
Achmea Investment Management B.V.
14,300$1.7M0.0%CoreMediumZeist, Philippines2026-10-30
Sigma Planning Corp
14,272$1.7M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Allspring Global Investments Holdings, LLC
13,527$1.6M0.0%CoreMediumCharlotte, NC2026-11-04
Xponance LLC
13,397$1.6M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Virginia Retirement Systems ET Al
12,700$1.5M0.0%CoreMediumRichmond, VA2026-10-28
TD Waterhouse Canada Inc.
11,455$1.4M0.0%CoreLowToronto, Australia2026-10-16
Retirement Guys Formula LLC
11,377$1.4M0.5%CoreMediumMaumee, OH2026-10-26
Turtle Creek Wealth Advisors, LLC
11,226$1.3M0.1%GrowthLowDallas, TX2026-10-15
Gilliland Jeter Wealth Management LLC
11,212$1.3M0.3%GrowthVery LowLittle Rock, AR2026-10-28
Truist Financial Corp
11,022$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Frank, Rimerman Advisors LLC
10,786$1.3M0.1%GrowthLowPalo Alto, CA2026-10-16
Quadrant Capital Group LLC
10,375$1.3M0.0%CoreLowCincinnati, OH2026-10-20
Wealth Enhancement Advisory Services, LLC
10,021$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Inspire Investing, LLC
9,288$1.1M0.0%GARPHighMeridian, ID2026-10-22
Oppenheimer Asset Management Inc.
8,083$965.7K0.0%CoreMediumNew York, NY2026-10-27
Crossmark Global Holdings, Inc.
7,946$949.3K0.0%GARPMediumHouston, TX2026-10-21
Kestra Advisory Services, LLC
7,924$946.6K0.0%CoreLowAustin, TX2026-11-02
Hennion & Walsh Asset Management, Inc.
7,885$942.0K0.0%ValueMediumParsippany, NJ2026-10-13
Ethic Inc.
7,644$913.3K0.0%CoreLowNew York, NY2026-11-03
AlphaCore Capital LLC
7,521$899.5K0.0%ETFLowLa Jolla, CA2026-11-04
Bokf, NA
7,520$898.4K0.0%CoreLowTulsa, OK2026-10-27
Praxis Investment Management Inc
7,503$896.0K0.1%CoreLowGoshen, IN2026-11-03
Swiss Life Asset Management Ltd
6,719$802.7K0.0%CoreLowZurich, Switzerland2026-11-03
Kestra Private Wealth Services, LLC
6,494$775.8K0.0%GrowthLowAustin, TX2026-10-30
Parallel Advisors, LLC
6,277$749.9K0.0%IndexLowSan Francisco, CA2026-11-03
Gamma Investing LLC
5,946$710.4K0.0%IndexVery LowFoster City, CA2026-10-08
SS&H Financial Advisors, Inc.
5,900$705.0K0.4%CoreVery LowTroy, MI2026-10-28
Simon Quick Advisors, LLC
5,801$693.0K0.0%ETFLowMorristown, NJ2026-10-26
Davenport & Co LLC
5,650$675.0K0.0%CoreMediumRichmond, VA2026-10-14
Acorn Wealth Advisors, LLC
5,597$668.7K0.2%ETFLowGrand Blanc, MI2026-10-19
First Citizens Bank & Trust Co
5,567$665.1K0.0%CoreMediumRaleigh, NC2026-10-14
Elm3 Financial Group, LLC
4,670$558.0K0.4%GrowthMediumAlpharetta, GA2026-10-07
HB Wealth Management, LLC
4,654$549.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Keybank National Association
4,599$549.4K0.0%CoreLowBrooklyn, OH2026-11-04
Sigma Investment Counselors Inc
4,586$547.9K0.0%ETFLowNorthville, MI2026-10-27
EverSource Wealth Advisors, LLC
4,538$542.2K0.0%CoreMediumBirmingham, AL2026-11-04
Legacy Wealth Asset Management, LLC
4,439$530.3K0.1%GARPMediumWoodbury, MN2026-10-09
Evergreen Capital Management LLC
4,407$530.3K0.0%GARPMediumBellevue, WA2026-10-23
Plante Moran Financial Advisors, LLC
4,310$514.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Foguth Wealth Management, Llc.
4,126$510.3K0.1%ETFHighBrighton, MI2026-10-19
Oppenheimer & Co Inc
4,093$489.0K0.0%CoreLowNew York, NY2026-10-26
Impact Capital Partners LLC
3,999$477.8K0.1%GrowthLowGreenwood Village, CO2026-10-22
Procyon Advisors, LLC
3,924$468.8K0.0%CoreVery LowShelton, CT2026-10-21
Signal Advisors Wealth, LLC
3,917$467.9K0.0%ETFLowDetroit, MI2026-10-13
Strategic Financial Group, LLC
3,820$456.3K0.4%ETFLowGrand Haven, MI2026-10-08
Sculati Wealth Management, LLC
3,809$478.5K0.2%CoreLowBloomfield Hills, MI2026-10-19
Elco Management Co., LLC
3,650$436.1K0.2%CoreLowNew York, NY2026-10-14
Cynosure Group, LLC
3,638$434.6K0.1%ETFMediumSalt Lake City, UT2026-11-03
Gateway Investment Advisers LLC
3,549$424.0K0.0%GrowthLowCincinnati, OH2026-10-13
Concurrent Investment Advisors, LLC
3,528$421.5K0.0%GrowthMediumTampa, FL2026-10-16
Farther Finance Advisors, LLC
3,412$407.6K0.0%IndexLowSan Francisco, CA2026-10-08
CX Institutional
3,403$4070.0%CoreMediumAuburn, IN2026-10-02
Fifth Third Wealth Advisors LLC
3,362$401.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Blue Water Asset Management
3,339$398.9K0.1%ETFLowGrand Rapids, MI2026-11-04
KBC Group NV
3,282$392.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
MGO One Seven LLC
3,176$379.4K0.0%GrowthLowBeachwood, OH2026-10-28
CIBC Asset Management Inc
3,170$378.7K0.0%GARPLowToronto, South Africa2026-11-05
North Dakota State Investment Board
3,115$372.1K0.0%GrowthMediumBismarck, ND2026-10-27
Cranbrook Wealth Management, LLC
3,055$365.0K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Citizens Financial Group Inc
2,954$352.9K0.0%GrowthLowProvidence, RI2026-10-23
Blue Trust, Inc.
2,947$352.0K0.0%ETFLowBrentwood, TN2026-10-15
Lakeshore Financial Planning, Inc.
2,936$350.7K0.1%ETFLowSt. Clair Shores, MI2026-10-13
Sterling Capital Management LLC
2,934$350.5K0.0%GARPMediumCharlotte, NC2026-10-22
Parcion Private Wealth LLC
2,858$341.4K0.0%CoreMediumBellevue, WA2026-10-28
CenterBook Partners LP
2,851$340.6K0.0%ValueVery HighGreenwich, CT2026-11-02
Norden Group LLC
2,804$335.0K0.0%GrowthMediumProvo, UT2026-10-20
Pinnacle Wealth Management Group, Inc.
2,753$328.9K0.2%ETFMediumPlymouth, MI2026-10-15
Signaturefd, LLC
2,719$324.8K0.0%IndexLowAtlanta, GA2026-10-23
Prospera Financial Services Inc
2,681$333.4K0.0%CoreMediumDallas, TX2026-11-04
Pinnacle Associates LTD
2,651$316.7K0.0%CoreLowNew York, NY2026-10-20
Axxcess Wealth Management, LLC
2,636$314.9K0.0%CoreLowCarlsbad, CA2026-10-21
Wedmont Private Capital
2,568$317.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Apella Capital, LLC
2,545$312.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
XML Financial, LLC
2,503$299.0K0.0%ETFLowBethesda, MD2026-10-29
Princeton Global Asset Management LLC
2,497$298.3K0.0%GrowthLowPrinceton, NJ2026-10-21
Center for Financial Planning, Inc.
2,497$298.4K0.0%ETFLowSouthfied, MI2026-10-26
Secure Asset Management, LLC
2,488$297.2K0.0%GrowthMediumTroy, MI2026-10-19
Capital Investment Advisors, LLC
2,437$291.1K0.0%CoreLowAtlanta, GA2026-10-22
Elevation Point Wealth Partners, LLC
2,366$284.7K0.0%CoreHighDenver, CO2026-11-05
Greenleaf Trust
2,360$281.9K0.0%CoreLowKalamazoo, MI2026-10-29
William Mack & Associates, Inc.
2,327$278.0K0.1%ETFLowTroy, MI2026-10-27
Gradient Investments LLC
2,292$273.8K0.0%CoreMediumArden Hills, MN2026-10-08
PDS Planning, Inc
2,213$264.3K0.0%IndexVery LowDublin, OH2026-11-03
Hummer Financial Advisory Services Inc
2,205$265.4K0.2%CoreVery LowChicago, IL2026-10-09
Finward Bancorp
2,185$261.0K0.2%CoreLowMunster, IN2026-10-14
Profund Advisors LLC
2,130$254.5K0.0%GrowthLowBethesda, MD2026-10-29
Capital Asset Advisory Services LLC
2,111$260.3K0.0%ETFLowWilliamston, MI2026-10-30
Values First Advisors, Inc.
2,105$251.5K0.1%CoreMediumJohnson City, TN2026-10-23
MacKenzie Financial Corp
2,101$251.0K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Glenview Trust Co
2,072$247.5K0.0%GrowthVery LowLouisville, KY2026-10-28
Antonelli Financial Advisors, LLC
2,051$245.0K0.2%ETFLowGrosse Pointe, MI2026-10-13
Palisade Asset Management, LLC
2,050$244.9K0.0%CoreVery LowMinneapolis, MN2026-11-03
Copeland Capital Management, LLC
2,010$240.1K0.0%ValueMediumConshohocken, PA2026-10-13
D.A. Davidson & Co.
1,998$238.8K0.0%CoreLowGreat Falls, MT2026-10-28
Venture Visionary Partners LLC
1,988$237.5K0.0%CoreLowSylvania, OH2026-10-07
GFS Advisors, LLC
1,975$236.0K0.0%CoreLowHouston, TX2026-11-03
Curated Wealth Partners LLC
1,950$233.0K0.0%GARPLowEl Segundo, CA2026-10-15
Brighton Jones LLC
1,948$232.8K0.0%CoreVery LowSeattle, WA2026-11-03
Quantum Financial Advisors, LLC
1,924$229.9K0.0%ETFLowSanta Monica, CA2026-11-03
Arbor Wealth Advisors LLC
1,904$227.5K0.1%ETFVery LowTroy, MI2026-10-09
Almanack Investment Partners, Llc.
1,870$223.4K0.0%ETFMediumNewtown Square, PA2026-11-03
Choreo, LLC
1,867$223.1K0.0%IndexLowRockford, IL2026-10-28
SJS Investment Consulting Inc.
1,855$221.6K0.0%ETFVery LowSylvania, OH2026-10-26
McKinley Carter Wealth Services, Inc.
1,848$220.8K0.0%ETFMediumWheeling, WV2026-10-16
GEM Asset Management, LLC
1,810$216.2K0.1%ETFLowPlymouth, MI2026-10-13
Discipline Wealth Solutions, LLC
1,782$212.9K0.0%ETFLowGreenville, SC2026-10-14
Assetmark, Inc
1,753$209.4K0.0%ETFLowConcord, CA2026-10-21
Brown Wealth Management, LLC
1,748$208.8K0.0%ETFMediumNaperville, IL2026-10-20
Inscription Capital, LLC
1,729$206.6K0.0%GARPMediumHouston, TX2026-11-02
Daiwa Securities Group Inc.
1,727$206.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Candriam S.C.A.
1,689$202.5K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Nemes Rush Group LLC
1,676$200.2K0.0%CoreVery LowNovi, MI2026-11-04
StoneX Group Inc.
1,594$212.3K0.0%ETFMediumNew York, NY2026-11-03
Midwest Capital Advisors, LLC
1,576$188.3K0.1%ETFHighGrand Rapids, MI2026-11-04
IFP Advisors, Inc
1,461$174.5K0.0%GrowthLowTampa, FL2026-10-16
SBI Securities Co., Ltd.
1,454$173.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Strs Ohio
1,431$171.0K0.0%CoreMediumColumbus, OH2026-10-30
Caitong International Asset Management Co., Ltd
1,166$139.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Vima LLC
1,141$136.3K0.1%CoreLowTroy, MI2026-10-23
North Star Investment Management Corp.
1,106$132.1K0.0%CoreLowChicago, IL2026-10-27
American National Bank & Trust
1,081$129.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Versant Capital Management, Inc
772$92.2K0.0%GARPLowPhoenix, AZ2026-10-02
Burkett Financial Services, LLC
687$82.1K0.0%ETFLowRock Hill, SC2026-10-01
GHP Investment Advisors, Inc.
679$81.1K0.0%CoreVery LowDenver, CO2026-10-15
Financial Perspectives, Inc
645$77.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Ascentis Independent Advisors
562$67.3K0.0%ETFLowDallas, TX2026-11-03
Mather Group, Llc.
561$67.0K0.0%ETFMediumChicago, IL2026-10-14
Private Trust Co NA
547$65.4K0.0%CoreLowCleveland, OH2026-10-20
Hussman Strategic Advisors, Inc.
500$59.7K0.0%YieldVery HighEllicott City, MD2026-11-02
Pacific Center for Financial Services
459$54.8K0.0%ETFMediumDanville, CA2026-10-15
Hilltop National Bank
458$54.7K0.0%CoreLowCasper, WY2026-10-14
MassMutual Private Wealth & Trust, FSB
435$52.0K0.0%CoreLowSpringfield, MA2026-10-05
RHL Group, LLC
423$50.6K0.0%ETFVery HighHolly, MI2026-11-04
Gen-Wealth Partners Inc
417$49.8K0.0%CoreLowZeeland, MI2026-11-04
Concord Wealth Partners
410$49.0K0.0%GrowthLowAbingdon, VA2026-11-02
Farmers & Merchants Trust Co of Chambersburg PA
377$45.0K0.1%GARPLowChambersburg, PA2026-10-14
Root Financial Partners, LLC
373$44.6K0.0%ETFMediumEncinitas, CA2026-10-21
TD Private Client Wealth LLC
369$44.1K0.0%ETFLowNew York, NY2026-10-28
Spire Wealth Management
349$41.7K0.0%GrowthMediumMclean, VA2026-10-30
Ulland Investment Advisors, LLC
326$39.0K0.1%GrowthVery LowMinneapolis, MN2026-10-13
First Horizon Corp
312$37.3K0.0%CoreLowMemphis, TN2026-10-26
Westside Investment Management, Inc.
308$37.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Essex Investment Management Co LLC
301$36.0K0.0%GrowthMediumBoston, MA2026-10-19
Cassaday & Co Wealth Management LLC
301$36.0K0.0%ETFVery LowMclean, VA2026-10-27
Owl Creek Wealth Partners LLC
275$32.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Parkside Financial Bank & Trust
268$32.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bell Investment Advisors, Inc
265$31.7K0.0%ETFVery LowOrinda, CA2026-10-29
Godsey & Gibb, Inc
250$29.9K0.0%CoreLowRichmond, VA2026-10-14
Oakworth Capital, Inc.
249$29.7K0.0%ETFLowBirmingham, AL2026-10-26
V-Square Quantitative Management LLC
238$28.4K0.0%CoreLowChicago, IL2026-10-15
Trust Co of Toledo NA
226$27.0K0.0%GrowthVery LowHolland, OH2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
215$25.7K0.0%IndexVery LowTokyo, Mexico2026-11-05
Covestor Ltd
212$250.0%ValueHighLondon, United Kingdom2026-10-30
Elyxium Wealth, LLC
208$24.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Dakota Community Bank & Trust NA
200$23.9K0.1%GrowthLowHebron, ND2026-10-09
Foresight Capital Management Advisors, Inc.
200$23.9K0.0%CoreMediumSaline, MI2026-10-27
Tounjian Advisory Partners, LLC
197$23.5K0.0%GrowthHighFort Myers, FL2026-11-04
Mcdonald Partners LLC
194$23.2K0.0%CoreLowCleveland, OH2026-11-03
Pinnacle Bancorp, Inc.
193$23.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Toth Financial Advisory Corp
174$20.8K0.0%CoreLowLeesburg, VA2026-10-08
Salomon & Ludwin, LLC
149$17.8K0.0%ETFVery LowRichmond, VA2026-10-29
Fortitude Family Office, LLC
137$16.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Evermay Wealth Management LLC
129$15.4K0.0%ETFLowArlington, VA2026-11-05
Caldwell Trust Co
125$14.9K0.0%GrowthLowVenice, FL2026-10-30
Hughes Financial Services, LLC
124$15.7K0.0%ETFLowHerndon, VA2026-10-30
Retirement Wealth Solutions LLC
122$14.6K0.0%ETFLowMarshfield, WI2026-10-07
Cdkv Holdings LLC
119$14.2K0.0%ETFMediumDenver, CO2026-10-28
Bare Financial Services, Inc
118$14.1K0.0%ETFVery LowGap, PA2026-11-04
Beacon Investment Advisory Services, Inc.
112$13.4K0.0%GrowthLowMorristown, NJ2026-10-13
Planning Strategies Inc.
108$12.9K0.0%ETFN/ALancaster, PA2026-10-02
Mascoma Wealth Management LLC
107$12.8K0.0%ETFVery LowHanover, NH2026-10-23
James T. Borello RIA
105$12.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
JFS Wealth Advisors, LLC
99$11.9K0.0%ETFVery LowHermitage, PA2026-11-03
Key FInancial Inc
98$11.7K0.0%ETFLowWest Chester, PA2026-11-02
Grove Bank & Trust
93$11.1K0.0%ETFLowMiami, FL2026-10-08
Buck Wealth Strategies, LLC
92$11.0K0.0%ValueMediumDenver, CO2026-10-28
WPG Advisers, LLC
90$10.8K0.0%CoreLowBaltimore, MD2026-10-27
Farmers & Merchants Investments Inc
88$10.5K0.0%CoreVery LowLincoln, NE2026-10-22
MB, Levis & Associates, LLC
82$9.8K0.0%ETFVery LowCenter Valley, PA2026-10-16
Cedar Mountain Advisors, LLC
75$9.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Silver Grove Financial Group, Inc.
74$8.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Smallwood Wealth Investment Management, LLC
71$8.5K0.0%ETFVery LowRed Bank, NJ2026-10-30
Contravisory Investment Management, Inc.
67$8.0K0.0%MomentumHighNorwell, MA2026-10-13
Clark Wealth Partners
64$7.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Breakwater Investment Management
64$7.6K0.0%ETFLowSeattle, WA2026-10-20
Creative Financial Designs Inc
61$7.3K0.0%ETFMediumKokomo, IN2026-11-04
Arlington Trust Co LLC
56$6.7K0.0%ETFMediumBirmingham, AL2026-10-20
Asset Planning,Inc
55$6.6K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Entrust Financial LLC
52$6.2K0.0%ETFLowWayne, PA2026-11-04
Asset Dedication, LLC
50$6.0K0.0%ETFLowSan Francisco, CA2026-11-03
Eastern Bank
50$6.0K0.0%GrowthMediumBoston, MA2026-10-05
Coastline Trust Co
50$6.0K0.0%GrowthVery LowProvidence, RI2026-10-01
Armstrong Advisory Group, Inc
50$6.0K0.0%ETFHighNeedham, MA2026-10-09
CGC Financial Services, LLC
50$6.0K0.0%ETFLowLake Oswego, OR2026-10-13
Private Wealth Management Group, LLC
49$5.9K0.0%ETFLowPrinceton, NJ2026-10-19
IFS Advisors, LLC
48$5.7K0.0%ETFLowOverland Park, KS2026-10-14
1620 Investment Advisors, Inc.
47$5.6K0.0%ValueLowPlymouth, MA2026-11-04
Manchester Capital Management LLC
47$5.6K0.0%CoreLowManchester, VT2026-10-22
Atlantic Edge Private Wealth Management, LLC
45$5.4K0.0%CoreLowJacksonville, FL2026-10-20
Albion Financial Group
45$5.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Southern Michigan Bank & Trust
44$5.3K0.0%ETFLowColdwater, MI2026-10-19
Clean Yield Group
42$5.0K0.0%CoreLowNorwich, VT2026-10-28
Trust Co of Vermont
40$4.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Physician Wealth Advisors, Inc.
40$4.8K0.0%ETFMediumMidvale, UT2026-10-20
UMB Private Wealth Management, LLC
40$4.8K0.0%GrowthN/AKansas City, MO2026-10-19
Creative Capital Management Investments LLC
39$4.7K0.0%ETFLowSan Diego, CA2026-10-28
Wilmington Savings Fund Society, FSB
39$4.7K0.0%CoreLowWilmington, DE2026-10-23
Cromwell Holdings LLC
36$4.3K0.0%IndexLowJackson, WY2026-10-28
GK Wealth Management LLC
35$4.2K0.0%GARPVery HighReno, NV2026-10-09
Avion Wealth
32$30.0%ETFLowThe Woodlands, TX2026-11-04
Jnba Financial Advisors
32$3.8K0.0%ETFMediumBloomington, MN2026-11-03
Tsfg, LLC
27$30.0%ETFLowLake Forest, IL2026-10-23
Bfsg, LLC
25$3.0K0.0%CoreLowIrvine, CA2026-10-30
True Wealth Design, LLC
24$2.9K0.0%ETFMediumAkron, OH2026-10-13
Alpine Bank Wealth Management
22$2.6K0.0%ETFHighGrand Junction, CO2026-10-16
Hazlett, Burt & Watson, Inc.
22$30.0%CoreVery LowWheeling, WV2026-11-04
Bay Harbor Wealth Management, LLC
22$2.6K0.0%ETFMediumHunt Valley, MD2026-11-03
Rachor Investment Advisory Services, LLC
22$2.6K0.0%ETFVery LowLinden, MI2026-10-29
Pinnacle Wealth Planning Services, Inc.
22$2.6K0.0%GARPLowMansfield, OH2026-10-27
Rakuten Securities, Inc.
20$2.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Canton Hathaway, LLC
17$2.0K0.0%ValueLowProvidence, RI2026-10-23
DiNuzzo Private Wealth, Inc.
16$1.9K0.0%ETFLowBeaver, PA2026-10-16
Meriwether Wealth & Planning, LLC
15$1.8K0.0%ETFMediumMinden, LA2026-10-13
Strengthening Families & Communities, LLC
15$1.8K0.0%CoreMediumBoston, MA2026-10-21
Capital Advisors, Ltd. LLC
15$20.0%ETFLowShaker Heights, OH2026-10-27
Marquette Asset Management, LLC
14$1.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Ascentis Wealth Management, LLC
13$1.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Management Professionals, Inc.
12$1.4K0.0%ETFMediumAustin, TX2026-10-23
Financial Network Wealth Advisors LLC
12$1.4K0.0%ETFLowMurray, UT2026-10-28
Torren Management, LLC
11$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
Harbor Investment Advisory, LLC
10$1.2K0.0%GrowthLowLutherville, MD2026-10-13
Highline Wealth Partners LLC
10$1.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Provenance Wealth Advisors, LLC
9$1.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
DecisionPoint Financial, LLC
8$9610.0%ETFVery LowMesa, AZ2026-10-27
Brown, Lisle Ings, Inc.
8$9560.0%CoreVery LowProvidence, RI2026-10-16
Sunrise Financial Services, LLC
7$8360.0%ETFMediumBurien, WA2026-10-21
Abound Wealth Management
6$7170.0%ETFVery LowFranklin, TN2026-10-26
TFC Financial Management, Inc.
5$5980.0%ETFVery LowBoston, MA2026-10-26
Triumph Capital Management
4$4950.0%ETFMediumDenver, CO2026-10-14
Burk Holdings LLC
3$3580.0%ETFVery LowTulsa, OK2026-11-05
American Capital Advisory, LLC
3$3590.0%ETFLowKetchum, ID2026-10-28
Signature Equity Partners, LLC
2$2390.0%GrowthMediumColumbus, OH2026-10-29
Maryland Capital Advisors Inc.
1$1200.0%ETFVery LowChester, MD2026-10-15
Maseco LLP
1$1200.0%ETFVery LowLondon, United Kingdom2026-10-27
Mosley Wealth Management
1$1190.0%ETFHighAnaheim, CA2026-10-16
Quaker Wealth Management, LLC
1$1200.0%ETFMediumMoorestown, NJ2026-10-22
Signature Resources Capital Management, LLC
1$1190.0%ETFLowNewport Beach, CA2026-10-16