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Docusign Inc (DOCU)

CUSIP: 256163106 | NYSE | Technology · Software - Application | Mid Cap | 2681 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AJPMorgan Chase & Co8,964,8434.5%Newly reportedOct 30, 20261,052,119 sh (Jun 30, 2026)
13G/AJPMorgan Chase & Co8,964,843
4.5% of class · Oct 30, 2026Newly reported
1,052,119 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,947,848
0.0% of portfolio›$130.8M
Bank of New York Mellon Corp1,278,909
0.0% of portfolio›$85.9M
Robeco Institutional Asset Management B.V.1,169,848
0.1% of portfolio›$78.6M
SEB Asset Management AB611,182
0.2% of portfolio›$41.0M
Retirement Systems of Alabama500,064
0.1% of portfolio›$33.6M
Principal Financial Group Inc438,392
0.0% of portfolio›$29.4M
MacKenzie Financial Corp346,374
0.0% of portfolio›$23.3M
Creative Planning286,710
0.0% of portfolio›$19.3M
Citigroup Inc228,713
0.0% of portfolio›$15.4M
Assetmark, Inc190,049
0.0% of portfolio›$12.8M
Assenagon Asset Management S.A.184,943
0.0% of portfolio›$12.4M
New York State Teachers Retirement System178,856
0.0% of portfolio›$12.0M
Trek Financial, LLC172,005
0.5% of portfolio›$11.6M
Thrivent Financial for Lutherans171,919
0.0% of portfolio›$11.5M
CapWealth Advisors, LLC154,028
0.8% of portfolio›$10.3M
Illinois Municipal Retirement Fund133,488
0.1% of portfolio›$9.0M
Wealth Enhancement Advisory Services, LLC131,601
0.0% of portfolio›$8.2M
DekaBank Deutsche Girozentrale127,936
0.0% of portfolio›$8.6M
Shearwater Capital LLC113,428
3.6% of portfolio›$7.6M
Cambiar Investors LLC100,000
0.3% of portfolio›$6.7M
OP Asset Management Ltd92,671
0.1% of portfolio›$6.2M
Gilman Hill Asset Management, LLC92,501
0.9% of portfolio›$6.2M
Silver Lake Advisory, LLC89,201
2.2% of portfolio›$6.0M
Amalgamated Bank86,016
0.1% of portfolio›$5.8M
Westbourne Investment Advisors, Inc.83,267
1.5% of portfolio›$5.6M
Mutual of America Capital Management LLC69,619
0.0% of portfolio›$4.7M
Selective Wealth Management, Inc.67,233
1.2% of portfolio›$5.2M
Collar Capital Management, LLC65,747
2.6% of portfolio›$4.4M
Virginia Retirement Systems ET Al63,600
0.0% of portfolio›$4.3M
State of New Jersey Common Pension Fund D62,928
0.0% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.57,696
0.0% of portfolio›$3.9M
Louisiana State Employees Retirement System56,700
0.1% of portfolio›$3.8M
OAK Family Advisors, LLC55,181
1.0% of portfolio›$3.7M
Ceera Investments, LLC54,969
1.4% of portfolio›$3.7M
Arizona State Retirement System53,790
0.0% of portfolio›$3.6M
State of Alaska, Department of Revenue49,934
0.1% of portfolio›$3.4M
Yousif Capital Management, LLC49,720
0.0% of portfolio›$3.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS45,577
0.0% of portfolio›$3.1M
State of Michigan Retirement System44,800
0.0% of portfolio›$3.0M
Commonwealth Equity Services, LLC44,598
0.0% of portfolio›$3.0M
Fulcrum Asset Management LLP43,414
0.1% of portfolio›$2.9M
New Mexico Educational Retirement Board41,800
0.1% of portfolio›$2.8M
Oregon Public Employees Retirement Fund39,603
0.0% of portfolio›$2.7M
Fifth Third Bancorp39,568
0.0% of portfolio›$2.7M
Lifestyle Asset Management, Inc.39,322
0.6% of portfolio›$2.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.33,566
0.1% of portfolio›$2.3M
Gateway Investment Advisers LLC33,296
0.0% of portfolio›$2.2M
Chicago Partners Investment Group LLC33,184
0.1% of portfolio›$2.8M
Clear Harbor Asset Management, LLC32,268
0.1% of portfolio›$2.2M
Jackson Creek Investment Advisors LLC30,534
1.6% of portfolio›$2.1M
New York Life Investment Management LLC30,368
0.0% of portfolio›$2.0M
Pictet Asset Management Holding SA30,119
0.0% of portfolio›$2.0M
Brighton Jones LLC29,437
0.0% of portfolio›$2.0M
Evergreen Capital Management LLC26,870
0.0% of portfolio›$1.8M
Daiwa Securities Group Inc.25,915
0.0% of portfolio›$1.7M
Kestra Investment Management, LLC25,202
0.0% of portfolio›$1.7M
Xponance LLC24,298
0.0% of portfolio›$1.6M
Mitchell & Pahl Private Wealth, LLC23,044
0.6% of portfolio›$1.5M
Andrew Hill Investment Advisors, Inc.20,639
1.1% of portfolio›$1.4M
Prospera Financial Services Inc20,373
0.0% of portfolio›$1.7M
HB Wealth Management, LLC19,971
0.0% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC19,957
0.1% of portfolio›$1.3M
Resonant Capital Advisors, LLC18,369
0.1% of portfolio›$1.2M
Citizens Financial Group Inc18,056
0.0% of portfolio›$1.2M
Destiny Capital Corp17,937
0.6% of portfolio›$1.2M
Titleist Asset Management, LLC17,877
0.1% of portfolio›$1.2M
Meridian Investment Counsel Inc.17,284
0.3% of portfolio›$1.2M
Swiss Life Asset Management Ltd17,085
0.0% of portfolio›$1.1M
Krilogy Financial LLC16,752
0.0% of portfolio›$1.2M
Inspire Investing, LLC16,429
0.0% of portfolio›$1.1M
NorthCrest Asset Manangement, LLC16,413
0.0% of portfolio›$1.2M
Larson Financial Group LLC16,305
0.0% of portfolio›$1.1M
Farther Finance Advisors, LLC15,841
0.0% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,658
0.0% of portfolio›$1.1M
Crossmark Global Holdings, Inc.15,645
0.0% of portfolio›$1.1M
Vise Technologies, Inc.15,283
0.0% of portfolio›$1.0M
Eagle Harbor Asset Management Inc14,350
0.7% of portfolio›$963.6K
Quadrant Capital Group LLC14,101
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC13,962
0.0% of portfolio›$937.5K
Green Alpha Advisors, LLC13,417
0.6% of portfolio›$901.0K
Gagnon Securities LLC12,159
0.1% of portfolio›$816.5K
Financial Consulate, Inc12,115
0.1% of portfolio›$813.5K
iA Global Asset Management Inc.11,950
0.0% of portfolio›$802.0K
Sumitomo Mitsui DS Asset Management Company, Ltd11,695
0.0% of portfolio›$785.3K
Crestwood Advisors Group, LLC11,517
0.0% of portfolio›$773.4K
Maryland State Retirement & Pension System11,370
0.0% of portfolio›$763.5K
Acorn Financial Advisory Services Inc10,502
0.1% of portfolio›$705.2K
Lido Advisors, LLC10,479
0.0% of portfolio›$703.7K
Independent Financial Group, LLC10,343
0.0% of portfolio›$694.5K
Compound Planning, Inc.9,850
0.0% of portfolio›$661.5K
Certuity, LLC9,752
0.0% of portfolio›$654.8K
AlphaCore Capital LLC9,416
0.0% of portfolio›$632.3K
RMR Wealth Builders9,228
0.0% of portfolio›$619.7K
Machina Capital S.A.S.9,221
0.1% of portfolio›$619.2K
111 Capital8,999
0.1% of portfolio›$604.3K
Profund Advisors LLC8,949
0.0% of portfolio›$600.9K
Ethic Inc.8,736
0.0% of portfolio›$586.6K
HUB Investment Partners, LLC8,599
0.0% of portfolio›$577.4K
Sage Rhino Capital LLC8,505
0.1% of portfolio›$571.1K
Inscription Capital, LLC8,478
0.1% of portfolio›$569.3K
Tred Avon Family Wealth, LLC8,328
0.2% of portfolio›$559.2K
Curated Wealth Partners LLC8,161
0.0% of portfolio›$548.0K
US Bancorp \de\8,123
0.0% of portfolio›$545.5K
TB Alternative Assets Ltd.7,866
0.1% of portfolio›$528.2K
Harel Insurance Investments & Financial Services Ltd.7,700
0.0% of portfolio›$517.0K
Smith Group Asset Management, LLC7,635
0.0% of portfolio›$512.7K
ProShare Advisors LLC7,578
0.0% of portfolio›$508.9K
Choreo, LLC7,430
0.0% of portfolio›$498.9K
Compass Financial Management LLC7,323
0.1% of portfolio›$491.7K
Versant Capital Management, Inc7,179
0.0% of portfolio›$482.1K
Venture Visionary Partners LLC7,123
0.0% of portfolio›$478.3K
Motley Fool Asset Management LLC6,945
0.0% of portfolio›$466.4K
SBI Securities Co., Ltd.6,804
0.0% of portfolio›$456.9K
Oppenheimer & Co Inc6,754
0.0% of portfolio›$453.5K
Parcion Private Wealth LLC6,727
0.0% of portfolio›$451.7K
Atria Investments, Inc6,669
0.0% of portfolio›$447.8K
Founders Grove Wealth Partners, LLC6,551
0.1% of portfolio›$439.9K
International Assets Investment Management, LLC6,442
0.0% of portfolio›$449.3K
Aaron Wealth Advisors LLC6,433
0.0% of portfolio›$432.0K
Oppenheimer Asset Management Inc.6,409
0.0% of portfolio›$430.4K
Uhlmann Price Securities, LLC6,375
0.0% of portfolio›$428.1K
IFP Advisors, Inc6,340
0.0% of portfolio›$425.7K
EverSource Wealth Advisors, LLC6,064
0.0% of portfolio›$407.2K
Capstone Wealth Management, LLC6,059
0.2% of portfolio›$406.9K
Fifth Third Wealth Advisors LLC6,048
0.0% of portfolio›$406.1K
CIBC Asset Management Inc6,012
0.0% of portfolio›$403.7K
Signaturefd, LLC5,995
0.0% of portfolio›$402.6K
North Dakota State Investment Board5,930
0.0% of portfolio›$398.2K
KBC Group NV5,912
0.0% of portfolio›$397.0K
Transcendent Capital Group LLC5,762
0.2% of portfolio›$386.9K
Truist Financial Corp5,758
0.0% of portfolio›$386.7K
J.W. Cole Advisors, Inc.5,704
0.0% of portfolio›$383.0K
Greenwood Capital Associates LLC5,659
0.0% of portfolio›$380.0K
MBL Wealth, LLC5,610
0.0% of portfolio›$376.7K
Ritholtz Wealth Management5,569
0.0% of portfolio›$374.0K
Apollon Wealth Management, LLC5,565
0.0% of portfolio›$373.7K
Legacy Advisors, LLC5,290
0.0% of portfolio›$355.2K
Sterling Capital Management LLC5,263
0.0% of portfolio›$353.4K
Riversedge Advisors, LLC5,182
0.0% of portfolio›$348.0K
Gamma Investing LLC5,033
0.0% of portfolio›$338.0K
Obermeyer Wealth Partners5,000
0.0% of portfolio›$335.8K
Achmea Investment Management B.V.4,946
0.0% of portfolio›$332.4K
Park Avenue Securities LLC4,928
0.0% of portfolio›$331.0K
Daymark Wealth Partners, LLC4,917
0.0% of portfolio›$330.2K
Montag A & Associates Inc4,885
0.0% of portfolio›$328.0K
Pinnacle Associates LTD4,864
0.0% of portfolio›$326.6K
Garde Capital, Inc.4,839
0.0% of portfolio›$324.9K
Praxis Investment Management Inc4,835
0.0% of portfolio›$325.0K
First Citizens Bank & Trust Co4,750
0.0% of portfolio›$319.0K
Kornitzer Capital Management Inc4,730
0.0% of portfolio›$317.6K
Pzena Investment Management LLC4,720
0.0% of portfolio›$316.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP4,655
0.0% of portfolio›$312.6K
Integrity Alliance, Llc.4,570
0.0% of portfolio›$306.9K
Perigon Wealth Management, LLC4,546
0.0% of portfolio›$305.3K
Hedges Asset Management LLC4,500
0.2% of portfolio›$302.2K
Griffin Asset Management, Inc.4,450
0.0% of portfolio›$298.8K
Soltis Investment Advisors LLC4,314
0.0% of portfolio›$289.7K
Childress Capital Advisors, LLC4,286
0.0% of portfolio›$287.8K
Americana Partners, LLC4,277
0.0% of portfolio›$287.2K
Axxcess Wealth Management, LLC4,211
0.0% of portfolio›$282.8K
Forum Financial Management, LP4,170
0.0% of portfolio›$280.0K
Valeo Financial Advisors, LLC4,157
0.0% of portfolio›$279.1K
Bokf, NA4,122
0.0% of portfolio›$276.8K
Elevatus Welath Management4,018
0.1% of portfolio›$269.9K
Capital Investment Counsel, Inc3,950
0.0% of portfolio›$265.2K
Sagespring Wealth Partners, LLC3,895
0.0% of portfolio›$261.5K
Mirae Asset Global Investments Co., Ltd.3,864
0.0% of portfolio›$259.5K
DMC Group, LLC3,845
0.2% of portfolio›$258.2K
Burton Enright Welch3,823
0.0% of portfolio›$256.7K
Essential Partners LLC3,771
0.1% of portfolio›$253.2K
Davenport & Co LLC3,678
0.0% of portfolio›$247.0K
VestGen Advisors, LLC3,611
0.0% of portfolio›$242.5K
Nisa Investment Advisors, LLC3,610
0.0% of portfolio›$242.4K
Grimes & Co Wealth Management, LLC3,605
0.0% of portfolio›$242.1K
Mainsail Asset Management, LLC3,587
0.1% of portfolio›$244.7K
Interchange Capital Partners, LLC3,562
0.0% of portfolio›$239.2K
SYM Financial Corp3,558
0.0% of portfolio›$238.9K
Parallel Advisors, LLC3,354
0.0% of portfolio›$225.2K
Investment Research Partners LLC3,255
0.1% of portfolio›$218.6K
J. Safra Sarasin Holding AG3,176
0.0% of portfolio›$213.3K
Avail Investment Partners, LLC3,148
0.2% of portfolio›$211.4K
Taylor Financial Group, Inc.3,080
0.1% of portfolio›$206.8K
Essex LLC3,073
0.0% of portfolio›$206.4K
Patten & Patten Inc2,989
0.0% of portfolio›$200.7K
Strs Ohio2,686
0.0% of portfolio›$180.4K
State of Wyoming2,476
0.0% of portfolio›$166.3K
Rossby Financial, LCC2,330
0.0% of portfolio›$156.5K
SJS Investment Consulting Inc.2,126
0.0% of portfolio›$142.8K
Exchange Traded Concepts, LLC1,888
0.0% of portfolio›$126.8K
Covestor Ltd1,693
0.2% of portfolio›$113.0K
Reyes Financial Architecture, Inc.1,664
0.1% of portfolio›$111.7K
CX Institutional1,645
0.0% of portfolio›$110
Rakuten Securities, Inc.1,632
0.0% of portfolio›$109.6K
Leonteq Securities AG1,514
0.0% of portfolio›$101.7K
True Wealth Design, LLC1,467
0.0% of portfolio›$98.5K
Heritage Family Offices, LLP1,330
0.0% of portfolio›$89.3K
Provenance Wealth Advisors, LLC1,284
0.0% of portfolio›$86.2K
Financial Perspectives, Inc1,178
0.0% of portfolio›$79.1K
Y.D. More Investments Ltd1,144
0.0% of portfolio›$76.8K
Root Financial Partners, LLC1,111
0.0% of portfolio›$74.6K
North Star Investment Management Corp.1,097
0.0% of portfolio›$73.7K
MassMutual Private Wealth & Trust, FSB1,059
0.0% of portfolio›$71.1K
CoreCap Advisors, LLC982
0.0% of portfolio›$65.9K
TD Waterhouse Canada Inc.887
0.0% of portfolio›$61.9K
Elevation Wealth Partners, LLC876
0.0% of portfolio›$58.8K
Elyxium Wealth, LLC723
0.0% of portfolio›$48.6K
City State Bank630
0.0% of portfolio›$42.3K
Pinnacle Wealth Planning Services, Inc.607
0.0% of portfolio›$40.8K
Salomon & Ludwin, LLC538
0.0% of portfolio›$36.1K
Performa Ltd (US), LLC500
0.0% of portfolio›$33.6K
Bayforest Capital Ltd480
0.0% of portfolio›$32.2K
WPG Advisers, LLC475
0.0% of portfolio›$31.9K
West Paces Advisors Inc.450
0.0% of portfolio›$30.2K
Activest Wealth Management416
0.0% of portfolio›$27.9K
V-Square Quantitative Management LLC395
0.0% of portfolio›$26.5K
John Boyer, Inc.385
0.0% of portfolio›$25.9K
Central Pacific Bank - Trust Division369
0.0% of portfolio›$24.8K
Mitsubishi UFJ Asset Management Co., Ltd.340
0.0% of portfolio›$22.8K
Pension & Wealth Management Advisors, Inc.335
0.0% of portfolio›$22.5K
Cullen T Bankers, Inc.326
0.0% of portfolio›$21.9K
Parkside Financial Bank & Trust314
0.0% of portfolio›$21.1K
Bank & Trust Co307
0.0% of portfolio›$20.6K
Jacobi Capital Management LLC295
0.0% of portfolio›$19.8K
Fortitude Family Office, LLC259
0.0% of portfolio›$17.4K
Trust Co250
0.0% of portfolio›$16.8K
Highline Wealth Partners LLC246
0.0% of portfolio›$16.5K
Adirondack Trust Co235
0.0% of portfolio›$15.8K
Harbor Capital Advisors, Inc.216
0.0% of portfolio›$15
Ascentis Independent Advisors215
0.0% of portfolio›$14.4K
Armstrong Advisory Group, Inc200
0.0% of portfolio›$13.4K
Pinnacle Bancorp, Inc.192
0.0% of portfolio›$12.9K
Evolution Wealth Management Inc.187
0.0% of portfolio›$12.6K
Farmers & Merchants Investments Inc177
0.0% of portfolio›$11.9K
Owl Creek Wealth Partners LLC170
0.0% of portfolio›$11.4K
GoalVest Advisory LLC163
0.0% of portfolio›$10.9K
Bell Investment Advisors, Inc157
0.0% of portfolio›$10.5K
Main Street Group, LTD150
0.0% of portfolio›$10.1K
Nfsg Corp133
0.0% of portfolio›$8.9K
Financial Management Professionals, Inc.129
0.0% of portfolio›$8.7K
Summit Securities Group LLC128
0.0% of portfolio›$8.6K
Marquette Asset Management, LLC125
0.0% of portfolio›$8.4K
Private Wealth Management Group, LLC121
0.0% of portfolio›$8.1K
Pacifica Partners Inc.120
0.0% of portfolio›$8.4K
Capital Advisors, Ltd. LLC115
0.0% of portfolio›$8
Physician Wealth Advisors, Inc.112
0.0% of portfolio›$7.5K
Smallwood Wealth Investment Management, LLC112
0.0% of portfolio›$7.5K
Private Trust Co NA109
0.0% of portfolio›$7.3K
PFS Partners, LLC105
0.0% of portfolio›$7.1K
Cape Investment Advisory, Inc.98
0.0% of portfolio›$6.6K
Avion Wealth91
0.0% of portfolio›$6
Caitong International Asset Management Co., Ltd86
0.0% of portfolio›$5.8K
Spire Wealth Management86
0.0% of portfolio›$5.8K
First Horizon Corp82
0.0% of portfolio›$5.5K
Valley National Advisers Inc82
0.0% of portfolio›$5.5K
Silver Grove Financial Group, Inc.81
0.0% of portfolio›$5.4K
Tradewinds Capital Management, LLC75
0.0% of portfolio›$5.0K
Creative Financial Designs Inc74
0.0% of portfolio›$5.0K
Hurley Capital, LLC73
0.0% of portfolio›$4.9K
Plato Investment Management Ltd73
0.0% of portfolio›$4.9K
Cromwell Holdings LLC66
0.0% of portfolio›$4.4K
James T. Borello RIA65
0.0% of portfolio›$4.4K
Golden State Wealth Management, LLC62
0.0% of portfolio›$4.2K
Retirement Wealth Solutions LLC61
0.0% of portfolio›$4.1K
Proathlete Wealth Management LLC60
0.0% of portfolio›$4.0K
Manchester Capital Management LLC57
0.0% of portfolio›$3.8K
TD Private Client Wealth LLC53
0.0% of portfolio›$3.6K
Mather Group, Llc.51
0.0% of portfolio›$3.4K
Quest 10 Wealth Builders, Inc.50
0.0% of portfolio›$3.4K
First Bancorp, Inc50
0.0% of portfolio›$3.4K
Bfsg, LLC50
0.0% of portfolio›$3.4K
Westside Investment Management, Inc.50
0.0% of portfolio›$3.4K
Asset Planning,Inc50
0.0% of portfolio›$3.4K
Planning Strategies Inc.47
0.0% of portfolio›$3.2K
GHP Investment Advisors, Inc.44
0.0% of portfolio›$3.0K
UMB Private Wealth Management, LLC40
0.0% of portfolio›$2.7K
Blue Trust, Inc.39
0.0% of portfolio›$2.6K
Tsfg, LLC37
0.0% of portfolio›$2
JFS Wealth Advisors, LLC34
0.0% of portfolio›$2.3K
Bare Financial Services, Inc33
0.0% of portfolio›$2.2K
Hughes Financial Services, LLC30
0.0% of portfolio›$2.4K
American Capital Advisory, LLC26
0.0% of portfolio›$1.7K
Country Trust Bank25
0.0% of portfolio›$1.7K
Brown, Lisle Ings, Inc.25
0.0% of portfolio›$1.7K
Signature Equity Partners, LLC23
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC21
0.0% of portfolio›$1.4K
Richardson Financial Services Inc.20
0.0% of portfolio›$1.3K
Quaker Wealth Management, LLC20
0.0% of portfolio›$1.3K
Holos Integrated Wealth LLC18
0.0% of portfolio›$1.4K
Clark Wealth Partners18
0.0% of portfolio›$1.2K
MV Capital Management, Inc.17
0.0% of portfolio›$1.1K
Lanark Financial, Inc.16
0.0% of portfolio›$1.1K
Valued Wealth Advisors LLC15
0.0% of portfolio›$1.0K
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$941
Albion Financial Group14
0.0% of portfolio›$969
PayPay Securities Corp14
0.0% of portfolio›$940
TFC Financial Management, Inc.13
0.0% of portfolio›$873
Torren Management, LLC13
0.0% of portfolio›$873
USA Financial Formulas11
0.0% of portfolio›$739
Balance Wealth Partners LLC11
0.0% of portfolio›$765
MB, Levis & Associates, LLC10
0.0% of portfolio›$672
Glass Jacobson Investment Advisors llc8
0.0% of portfolio›$538
Creative Capital Management Investments LLC8
0.0% of portfolio›$537
Key FInancial Inc7
0.0% of portfolio›$470
Bear Mountain Capital, Inc.5
0.0% of portfolio›$373
Center for Financial Planning, Inc.5
0.0% of portfolio›$335
DecisionPoint Financial, LLC3
0.0% of portfolio›$210
Godsey & Gibb, Inc3
0.0% of portfolio›$202
3 Factor Indexing, LLC2
0.0% of portfolio›$135
StrongBox Wealth, LLC2
0.0% of portfolio›$134
Gilpin Wealth Management, LLC2
0.0% of portfolio›$135
Davis Capital Management2
0.0% of portfolio›$134
Grove Bank & Trust1
0.0% of portfolio›$67
Ascentis Wealth Management, LLC1
0.0% of portfolio›$67
Maryland Capital Advisors Inc.1
0.0% of portfolio›$68
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$68
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,947,848$130.8M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,278,909$85.9M0.0%CoreLowNew York, NY2026-11-05
Robeco Institutional Asset Management B.V.
1,169,848$78.6M0.1%CoreMediumRotterdam, Philippines2026-10-20
SEB Asset Management AB
611,182$41.0M0.2%CoreN/AStockholm, Sweden2026-11-04
Retirement Systems of Alabama
500,064$33.6M0.1%IndexLowMontgomery, AL2026-11-04
Principal Financial Group Inc
438,392$29.4M0.0%CoreLowDes Moines, IA2026-11-02
MacKenzie Financial Corp
346,374$23.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Creative Planning
286,710$19.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
228,713$15.4M0.0%CoreMediumNew York, NY2026-11-04
Assetmark, Inc
190,049$12.8M0.0%ETFLowConcord, CA2026-10-21
Assenagon Asset Management S.A.
184,943$12.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
New York State Teachers Retirement System
178,856$12.0M0.0%CoreVery LowAlbany, NY2026-10-22
Trek Financial, LLC
172,005$11.6M0.5%ETFHighScottsdale, AZ2026-10-29
Thrivent Financial for Lutherans
171,919$11.5M0.0%GARPMediumMinneapolis, MN2026-11-05
CapWealth Advisors, LLC
154,028$10.3M0.8%CoreLowFranklin, TN2026-10-05
Illinois Municipal Retirement Fund
133,488$9.0M0.1%CoreMediumOak Brook, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
131,601$8.2M0.0%CoreLowPlymouth, MN2026-10-13
DekaBank Deutsche Girozentrale
127,936$8.6M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Shearwater Capital LLC
113,428$7.6M3.6%ETFVery LowDenver, CO2026-10-13
Cambiar Investors LLC
100,000$6.7M0.3%ValueMediumDenver, CO2026-11-04
OP Asset Management Ltd
92,671$6.2M0.1%GrowthMediumHelsinki, Hungary2026-11-05
Gilman Hill Asset Management, LLC
92,501$6.2M0.9%YieldMediumNew Canaan, CT2026-10-13
Silver Lake Advisory, LLC
89,201$6.0M2.2%CoreLowCottonwood Heights, UT2026-10-22
Amalgamated Bank
86,016$5.8M0.1%CoreVery LowNew York, NY2026-10-23
Westbourne Investment Advisors, Inc.
83,267$5.6M1.5%GARPLowAnnapolis, MD2026-10-20
Mutual of America Capital Management LLC
69,619$4.7M0.0%IndexLowNew York, NY2026-10-23
Selective Wealth Management, Inc.
67,233$5.2M1.2%ETFLowForest, VA2026-10-16
Collar Capital Management, LLC
65,747$4.4M2.6%ValueLowAppleton, WI2026-10-28
Virginia Retirement Systems ET Al
63,600$4.3M0.0%CoreMediumRichmond, VA2026-10-28
State of New Jersey Common Pension Fund D
62,928$4.2M0.0%CoreLowTrenton, NJ2026-11-05
Cambridge Investment Research Advisors, Inc.
57,696$3.9M0.0%ETFLowFairfield, IA2026-11-02
Louisiana State Employees Retirement System
56,700$3.8M0.1%IndexLowBaton Rouge, LA2026-10-20
OAK Family Advisors, LLC
55,181$3.7M1.0%CoreMediumChicago, IL2026-10-19
Ceera Investments, LLC
54,969$3.7M1.4%CoreMediumBellaire, TX2026-11-02
Arizona State Retirement System
53,790$3.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Alaska, Department of Revenue
49,934$3.4M0.1%CoreVery LowJuneau, AK2026-10-15
Yousif Capital Management, LLC
49,720$3.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
45,577$3.1M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
44,800$3.0M0.0%IndexLowEast Lansing, MI2026-10-27
Commonwealth Equity Services, LLC
44,598$3.0M0.0%ETFLowWaltham, MA2026-11-02
Fulcrum Asset Management LLP
43,414$2.9M0.1%CoreMediumLondon, United Kingdom2026-11-04
New Mexico Educational Retirement Board
41,800$2.8M0.1%IndexVery LowSanta Fe, NM2026-11-05
Oregon Public Employees Retirement Fund
39,603$2.7M0.0%IndexVery LowTigard, OR2026-10-30
Fifth Third Bancorp
39,568$2.7M0.0%IndexVery LowCincinnati, OH2026-11-05
Lifestyle Asset Management, Inc.
39,322$2.6M0.6%ETFHighFriendswood, TX2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
33,566$2.3M0.1%CoreHighTurin, Latvia2026-10-22
Gateway Investment Advisers LLC
33,296$2.2M0.0%GrowthLowCincinnati, OH2026-10-13
Chicago Partners Investment Group LLC
33,184$2.8M0.1%GARPLowChicago, IL2026-10-27
Clear Harbor Asset Management, LLC
32,268$2.2M0.1%CoreLowStamford, CT2026-11-05
Jackson Creek Investment Advisors LLC
30,534$2.1M1.6%ValueVery HighCastle Rock, CO2026-11-04
New York Life Investment Management LLC
30,368$2.0M0.0%GrowthLowNew York, NY2026-11-04
Pictet Asset Management Holding SA
30,119$2.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Brighton Jones LLC
29,437$2.0M0.0%CoreVery LowSeattle, WA2026-11-03
Evergreen Capital Management LLC
26,870$1.8M0.0%GARPMediumBellevue, WA2026-10-23
Daiwa Securities Group Inc.
25,915$1.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Kestra Investment Management, LLC
25,202$1.7M0.0%ETFMediumAustin, TX2026-11-04
Xponance LLC
24,298$1.6M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Mitchell & Pahl Private Wealth, LLC
23,044$1.5M0.6%CoreVery LowOklahoma City, OK2026-10-14
Andrew Hill Investment Advisors, Inc.
20,639$1.4M1.1%GrowthHighNaples, FL2026-10-22
Prospera Financial Services Inc
20,373$1.7M0.0%CoreMediumDallas, TX2026-11-04
HB Wealth Management, LLC
19,971$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Linden Thomas Advisory Services, LLC
19,957$1.3M0.1%CoreLowCharlotte, NC2026-10-19
Resonant Capital Advisors, LLC
18,369$1.2M0.1%ETFLowMadison, WI2026-10-15
Citizens Financial Group Inc
18,056$1.2M0.0%GrowthLowProvidence, RI2026-10-23
Destiny Capital Corp
17,937$1.2M0.6%ETFVery LowDenver, CO2026-11-03
Titleist Asset Management, LLC
17,877$1.2M0.1%ETFLowSan Antonio, TX2026-10-08
Meridian Investment Counsel Inc.
17,284$1.2M0.3%GARPLowLafayette, CA2026-10-14
Swiss Life Asset Management Ltd
17,085$1.1M0.0%CoreLowZurich, Switzerland2026-11-03
Krilogy Financial LLC
16,752$1.2M0.0%GrowthLowSt. Louis, MO2026-10-13
Inspire Investing, LLC
16,429$1.1M0.0%GARPHighMeridian, ID2026-10-22
NorthCrest Asset Manangement, LLC
16,413$1.2M0.0%GrowthLowPlymouth, MN2026-10-13
Larson Financial Group LLC
16,305$1.1M0.0%GrowthLowSt Louis, MO2026-11-05
Farther Finance Advisors, LLC
15,841$1.1M0.0%IndexLowSan Francisco, CA2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
15,658$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Crossmark Global Holdings, Inc.
15,645$1.1M0.0%GARPMediumHouston, TX2026-10-21
Vise Technologies, Inc.
15,283$1.0M0.0%IndexLowNew York, NY2026-10-29
Eagle Harbor Asset Management Inc
14,350$963.6K0.7%GARPLowSeattle, WA2026-10-21
Quadrant Capital Group LLC
14,101$1.0M0.0%CoreLowCincinnati, OH2026-10-20
Kestra Advisory Services, LLC
13,962$937.5K0.0%CoreLowAustin, TX2026-11-02
Green Alpha Advisors, LLC
13,417$901.0K0.6%GrowthLowNiwot, CO2026-10-08
Gagnon Securities LLC
12,159$816.5K0.1%ValueMediumNew York, NY2026-11-05
Financial Consulate, Inc
12,115$813.5K0.1%ETFLowHunt Valley, MD2026-10-23
iA Global Asset Management Inc.
11,950$802.0K0.0%GrowthMediumQuebec, Austria2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
11,695$785.3K0.0%IndexVery LowTokyo, Mexico2026-10-20
Crestwood Advisors Group, LLC
11,517$773.4K0.0%GrowthLowBoston, MA2026-10-27
Maryland State Retirement & Pension System
11,370$763.5K0.0%IndexVery LowBaltimore, MD2026-11-05
Acorn Financial Advisory Services Inc
10,502$705.2K0.1%ETFMediumReston, VA2026-11-02
Lido Advisors, LLC
10,479$703.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Independent Financial Group, LLC
10,343$694.5K0.0%GrowthLowSan Diego, CA2026-10-13
Compound Planning, Inc.
9,850$661.5K0.0%CoreLowNew York, NY2026-11-05
Certuity, LLC
9,752$654.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
AlphaCore Capital LLC
9,416$632.3K0.0%ETFLowLa Jolla, CA2026-11-04
RMR Wealth Builders
9,228$619.7K0.0%ETFLowMontclair, NJ2026-10-22
Machina Capital S.A.S.
9,221$619.2K0.1%ValueVery HighParis, India2026-11-05
111 Capital
8,999$604.3K0.1%CoreVery HighParis, India2026-11-03
Profund Advisors LLC
8,949$600.9K0.0%GrowthLowBethesda, MD2026-10-29
Ethic Inc.
8,736$586.6K0.0%CoreLowNew York, NY2026-11-03
HUB Investment Partners, LLC
8,599$577.4K0.0%GrowthLowAustin, TX2026-11-03
Sage Rhino Capital LLC
8,505$571.1K0.1%ETFLowMenlo Park, CA2026-10-28
Inscription Capital, LLC
8,478$569.3K0.1%GARPMediumHouston, TX2026-11-02
Tred Avon Family Wealth, LLC
8,328$559.2K0.2%CoreLowEaston, MD2026-10-20
Curated Wealth Partners LLC
8,161$548.0K0.0%GARPLowEl Segundo, CA2026-10-15
US Bancorp \de\
8,123$545.5K0.0%IndexLowMinneapolis, MN2026-11-05
TB Alternative Assets Ltd.
7,866$528.2K0.1%Agg GrowthVery HighHong Kong, South Korea2026-10-16
Harel Insurance Investments & Financial Services Ltd.
7,700$517.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Smith Group Asset Management, LLC
7,635$512.7K0.0%GrowthLowDallas, TX2026-10-27
ProShare Advisors LLC
7,578$508.9K0.0%GrowthLowBethesda, MD2026-10-29
Choreo, LLC
7,430$498.9K0.0%IndexLowRockford, IL2026-10-28
Compass Financial Management LLC
7,323$491.7K0.1%CoreN/ATampa, FL2026-10-30
Versant Capital Management, Inc
7,179$482.1K0.0%GARPLowPhoenix, AZ2026-10-02
Venture Visionary Partners LLC
7,123$478.3K0.0%CoreLowSylvania, OH2026-10-07
Motley Fool Asset Management LLC
6,945$466.4K0.0%GrowthMediumAlexandria, VA2026-10-27
SBI Securities Co., Ltd.
6,804$456.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Oppenheimer & Co Inc
6,754$453.5K0.0%CoreLowNew York, NY2026-10-26
Parcion Private Wealth LLC
6,727$451.7K0.0%CoreMediumBellevue, WA2026-10-28
Atria Investments, Inc
6,669$447.8K0.0%CoreMediumCharlotte, NC2026-10-15
Founders Grove Wealth Partners, LLC
6,551$439.9K0.1%ETFLowRichmond, VA2026-10-16
International Assets Investment Management, LLC
6,442$449.3K0.0%CoreVery HighOrlando, FL2026-11-02
Aaron Wealth Advisors LLC
6,433$432.0K0.0%GrowthMediumChicago, IL2026-10-13
Oppenheimer Asset Management Inc.
6,409$430.4K0.0%CoreMediumNew York, NY2026-10-27
Uhlmann Price Securities, LLC
6,375$428.1K0.0%Agg GrowthLowSkokie, IL2026-11-03
IFP Advisors, Inc
6,340$425.7K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
6,064$407.2K0.0%CoreMediumBirmingham, AL2026-11-04
Capstone Wealth Management, LLC
6,059$406.9K0.2%ETFLowTuscaloosa, AL2026-11-02
Fifth Third Wealth Advisors LLC
6,048$406.1K0.0%IndexVery LowCincinnati, OH2026-10-22
CIBC Asset Management Inc
6,012$403.7K0.0%GARPLowToronto, South Africa2026-11-05
Signaturefd, LLC
5,995$402.6K0.0%IndexLowAtlanta, GA2026-10-23
North Dakota State Investment Board
5,930$398.2K0.0%GrowthMediumBismarck, ND2026-10-27
KBC Group NV
5,912$397.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Transcendent Capital Group LLC
5,762$386.9K0.2%ETFMediumEdmond, OK2026-10-28
Truist Financial Corp
5,758$386.7K0.0%CoreLowCharlotte, NC2026-10-30
J.W. Cole Advisors, Inc.
5,704$383.0K0.0%IndexLowTampa, FL2026-11-05
Greenwood Capital Associates LLC
5,659$380.0K0.0%CoreMediumGreenwood, SC2026-10-27
MBL Wealth, LLC
5,610$376.7K0.0%ETFLowCharlotte, NC2026-10-22
Ritholtz Wealth Management
5,569$374.0K0.0%IndexLowNew York, NY2026-11-05
Apollon Wealth Management, LLC
5,565$373.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Legacy Advisors, LLC
5,290$355.2K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Sterling Capital Management LLC
5,263$353.4K0.0%GARPMediumCharlotte, NC2026-10-22
Riversedge Advisors, LLC
5,182$348.0K0.0%ETFMediumWilmington, DE2026-10-09
Gamma Investing LLC
5,033$338.0K0.0%IndexVery LowFoster City, CA2026-10-08
Obermeyer Wealth Partners
5,000$335.8K0.0%GrowthLowAspen, CO2026-10-21
Achmea Investment Management B.V.
4,946$332.4K0.0%CoreMediumZeist, Philippines2026-10-30
Park Avenue Securities LLC
4,928$331.0K0.0%ETFMediumNew York, NY2026-10-26
Daymark Wealth Partners, LLC
4,917$330.2K0.0%CoreLowCincinnati, OH2026-11-04
Montag A & Associates Inc
4,885$328.0K0.0%CoreLowAtlanta, GA2026-10-29
Pinnacle Associates LTD
4,864$326.6K0.0%CoreLowNew York, NY2026-10-20
Garde Capital, Inc.
4,839$324.9K0.0%ETFLowSeattle, WA2026-10-29
Praxis Investment Management Inc
4,835$325.0K0.0%CoreLowGoshen, IN2026-11-03
First Citizens Bank & Trust Co
4,750$319.0K0.0%CoreMediumRaleigh, NC2026-10-14
Kornitzer Capital Management Inc
4,730$317.6K0.0%CoreLowShawnee Mission, KS2026-11-03
Pzena Investment Management LLC
4,720$316.9K0.0%Deep ValueMediumNew York, NY2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
4,655$312.6K0.0%GrowthVery LowBoston, MA2026-10-23
Integrity Alliance, Llc.
4,570$306.9K0.0%ETFMediumUrbandale, IA2026-10-29
Perigon Wealth Management, LLC
4,546$305.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Hedges Asset Management LLC
4,500$302.2K0.2%YieldLowReno, NV2026-10-29
Griffin Asset Management, Inc.
4,450$298.8K0.0%CoreLowNew York, NY2026-10-22
Soltis Investment Advisors LLC
4,314$289.7K0.0%CoreMediumSt. George, UT2026-10-28
Childress Capital Advisors, LLC
4,286$287.8K0.0%GARPMediumHouston, TX2026-10-28
Americana Partners, LLC
4,277$287.2K0.0%CoreMediumHouston, TX2026-10-28
Axxcess Wealth Management, LLC
4,211$282.8K0.0%CoreLowCarlsbad, CA2026-10-21
Forum Financial Management, LP
4,170$280.0K0.0%ETFLowLombard, IL2026-10-16
Valeo Financial Advisors, LLC
4,157$279.1K0.0%ETFLowCarmel, IN2026-10-08
Bokf, NA
4,122$276.8K0.0%CoreLowTulsa, OK2026-10-27
Elevatus Welath Management
4,018$269.9K0.1%GrowthHighVictor, NY2026-10-19
Capital Investment Counsel, Inc
3,950$265.2K0.0%GrowthVery LowRaleigh, NC2026-10-20
Sagespring Wealth Partners, LLC
3,895$261.5K0.0%ETFLowFranklin, TN2026-10-22
Mirae Asset Global Investments Co., Ltd.
3,864$259.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
DMC Group, LLC
3,845$258.2K0.2%CoreMediumBirmingham, AL2026-10-26
Burton Enright Welch
3,823$256.7K0.0%ETFVery LowWalnut Creek, CA2026-11-04
Essential Partners LLC
3,771$253.2K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Davenport & Co LLC
3,678$247.0K0.0%CoreMediumRichmond, VA2026-10-14
VestGen Advisors, LLC
3,611$242.5K0.0%GrowthMediumChicago, IL2026-10-27
Nisa Investment Advisors, LLC
3,610$242.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Grimes & Co Wealth Management, LLC
3,605$242.1K0.0%CoreLowWestborough, MA2026-10-29
Mainsail Asset Management, LLC
3,587$244.7K0.1%ETFMediumBirmingham, AL2026-10-14
Interchange Capital Partners, LLC
3,562$239.2K0.0%GrowthLowPittsburgh, PA2026-10-28
SYM Financial Corp
3,558$238.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Parallel Advisors, LLC
3,354$225.2K0.0%IndexLowSan Francisco, CA2026-11-03
Investment Research Partners LLC
3,255$218.6K0.1%CoreLowLemont, PA2026-10-19
J. Safra Sarasin Holding AG
3,176$213.3K0.0%CoreMediumBasel, Switzerland2026-10-26
Avail Investment Partners, LLC
3,148$211.4K0.2%CoreMediumLemont, PA2026-10-16
Taylor Financial Group, Inc.
3,080$206.8K0.1%CoreVery LowRoanoke, VA2026-11-02
Essex LLC
3,073$206.4K0.0%ETFLowDeer Park, IL2026-10-14
Patten & Patten Inc
2,989$200.7K0.0%CoreLowChattanooga, TN2026-10-26
Strs Ohio
2,686$180.4K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
2,476$166.3K0.0%ValueHighCheyenne, WY2026-10-28
Rossby Financial, LCC
2,330$156.5K0.0%ETFMediumMelbourne, FL2026-11-05
SJS Investment Consulting Inc.
2,126$142.8K0.0%ETFVery LowSylvania, OH2026-10-26
Exchange Traded Concepts, LLC
1,888$126.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Covestor Ltd
1,693$113.0K0.2%ValueHighLondon, United Kingdom2026-10-30
Reyes Financial Architecture, Inc.
1,664$111.7K0.1%ETFVery HighSan Diego, CA2026-10-22
CX Institutional
1,645$1100.0%CoreMediumAuburn, IN2026-10-02
Rakuten Securities, Inc.
1,632$109.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Leonteq Securities AG
1,514$101.7K0.0%CoreHighZurich, Switzerland2026-10-29
True Wealth Design, LLC
1,467$98.5K0.0%ETFMediumAkron, OH2026-10-13
Heritage Family Offices, LLP
1,330$89.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Provenance Wealth Advisors, LLC
1,284$86.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Perspectives, Inc
1,178$79.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Y.D. More Investments Ltd
1,144$76.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Root Financial Partners, LLC
1,111$74.6K0.0%ETFMediumEncinitas, CA2026-10-21
North Star Investment Management Corp.
1,097$73.7K0.0%CoreLowChicago, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
1,059$71.1K0.0%CoreLowSpringfield, MA2026-10-05
CoreCap Advisors, LLC
982$65.9K0.0%ETFMediumSouthfield, MI2026-10-08
TD Waterhouse Canada Inc.
887$61.9K0.0%CoreLowToronto, Australia2026-10-16
Elevation Wealth Partners, LLC
876$58.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Elyxium Wealth, LLC
723$48.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
City State Bank
630$42.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Pinnacle Wealth Planning Services, Inc.
607$40.8K0.0%GARPLowMansfield, OH2026-10-27
Salomon & Ludwin, LLC
538$36.1K0.0%ETFVery LowRichmond, VA2026-10-29
Performa Ltd (US), LLC
500$33.6K0.0%ETFVery LowCharleston, SC2026-11-05
Bayforest Capital Ltd
480$32.2K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
WPG Advisers, LLC
475$31.9K0.0%CoreLowBaltimore, MD2026-10-27
West Paces Advisors Inc.
450$30.2K0.0%ETFLowAtlanta, GA2026-10-13
Activest Wealth Management
416$27.9K0.0%ETFLowAventura, FL2026-10-15
V-Square Quantitative Management LLC
395$26.5K0.0%CoreLowChicago, IL2026-10-15
John Boyer, Inc.
385$25.9K0.0%ETFMediumTampa, FL2026-10-27
Central Pacific Bank - Trust Division
369$24.8K0.0%CoreMediumHonolulu, HI2026-10-06
Mitsubishi UFJ Asset Management Co., Ltd.
340$22.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pension & Wealth Management Advisors, Inc.
335$22.5K0.0%ETFLowWaltham, MA2026-10-16
Cullen T Bankers, Inc.
326$21.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Parkside Financial Bank & Trust
314$21.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bank & Trust Co
307$20.6K0.0%ValueVery LowLitchfield, IL2026-10-07
Jacobi Capital Management LLC
295$19.8K0.0%CoreLowPittston, PA2026-11-05
Fortitude Family Office, LLC
259$17.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Trust Co
250$16.8K0.0%ETFVery LowManhattan, KS2026-10-09
Highline Wealth Partners LLC
246$16.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
Adirondack Trust Co
235$15.8K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Harbor Capital Advisors, Inc.
216$150.0%ValueHighChicago, IL2026-10-22
Ascentis Independent Advisors
215$14.4K0.0%ETFLowDallas, TX2026-11-03
Armstrong Advisory Group, Inc
200$13.4K0.0%ETFHighNeedham, MA2026-10-09
Pinnacle Bancorp, Inc.
192$12.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Evolution Wealth Management Inc.
187$12.6K0.0%ETFMediumFort Myers, FL2026-10-28
Farmers & Merchants Investments Inc
177$11.9K0.0%CoreVery LowLincoln, NE2026-10-22
Owl Creek Wealth Partners LLC
170$11.4K0.0%IndexLowGreenwood Village, CO2026-10-20
GoalVest Advisory LLC
163$10.9K0.0%ETFMediumNew York, NY2026-10-02
Bell Investment Advisors, Inc
157$10.5K0.0%ETFVery LowOrinda, CA2026-10-29
Main Street Group, LTD
150$10.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Nfsg Corp
133$8.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Financial Management Professionals, Inc.
129$8.7K0.0%ETFMediumAustin, TX2026-10-23
Summit Securities Group LLC
128$8.6K0.0%CoreVery HighNew York, NY2026-11-05
Marquette Asset Management, LLC
125$8.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Private Wealth Management Group, LLC
121$8.1K0.0%ETFLowPrinceton, NJ2026-10-19
Pacifica Partners Inc.
120$8.4K0.0%CoreLowSurrey, South Africa2026-10-09
Capital Advisors, Ltd. LLC
115$80.0%ETFLowShaker Heights, OH2026-10-27
Physician Wealth Advisors, Inc.
112$7.5K0.0%ETFMediumMidvale, UT2026-10-20
Smallwood Wealth Investment Management, LLC
112$7.5K0.0%ETFVery LowRed Bank, NJ2026-10-30
Private Trust Co NA
109$7.3K0.0%CoreLowCleveland, OH2026-10-20
PFS Partners, LLC
105$7.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Cape Investment Advisory, Inc.
98$6.6K0.0%ETFLowMcdonough, GA2026-10-13
Avion Wealth
91$60.0%ETFLowThe Woodlands, TX2026-11-04
Caitong International Asset Management Co., Ltd
86$5.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Spire Wealth Management
86$5.8K0.0%GrowthMediumMclean, VA2026-10-30
First Horizon Corp
82$5.5K0.0%CoreLowMemphis, TN2026-10-26
Valley National Advisers Inc
82$5.5K0.0%ETFLowBethlehem, PA2026-10-23
Silver Grove Financial Group, Inc.
81$5.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Tradewinds Capital Management, LLC
75$5.0K0.0%ETFVery HighBellingham, WA2026-10-23
Creative Financial Designs Inc
74$5.0K0.0%ETFMediumKokomo, IN2026-11-04
Hurley Capital, LLC
73$4.9K0.0%GARPMediumNew York, NY2026-11-05
Plato Investment Management Ltd
73$4.9K0.0%CoreLowSydney, China2026-11-05
Cromwell Holdings LLC
66$4.4K0.0%IndexLowJackson, WY2026-10-28
James T. Borello RIA
65$4.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Golden State Wealth Management, LLC
62$4.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Retirement Wealth Solutions LLC
61$4.1K0.0%ETFLowMarshfield, WI2026-10-07
Proathlete Wealth Management LLC
60$4.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Manchester Capital Management LLC
57$3.8K0.0%CoreLowManchester, VT2026-10-22
TD Private Client Wealth LLC
53$3.6K0.0%ETFLowNew York, NY2026-10-28
Mather Group, Llc.
51$3.4K0.0%ETFMediumChicago, IL2026-10-14
Quest 10 Wealth Builders, Inc.
50$3.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
First Bancorp, Inc
50$3.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Bfsg, LLC
50$3.4K0.0%CoreLowIrvine, CA2026-10-30
Westside Investment Management, Inc.
50$3.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Asset Planning,Inc
50$3.4K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Planning Strategies Inc.
47$3.2K0.0%ETFN/ALancaster, PA2026-10-02
GHP Investment Advisors, Inc.
44$3.0K0.0%CoreVery LowDenver, CO2026-10-15
UMB Private Wealth Management, LLC
40$2.7K0.0%GrowthN/AKansas City, MO2026-10-19
Blue Trust, Inc.
39$2.6K0.0%ETFLowBrentwood, TN2026-10-15
Tsfg, LLC
37$20.0%ETFLowLake Forest, IL2026-10-23
JFS Wealth Advisors, LLC
34$2.3K0.0%ETFVery LowHermitage, PA2026-11-03
Bare Financial Services, Inc
33$2.2K0.0%ETFVery LowGap, PA2026-11-04
Hughes Financial Services, LLC
30$2.4K0.0%ETFLowHerndon, VA2026-10-30
American Capital Advisory, LLC
26$1.7K0.0%ETFLowKetchum, ID2026-10-28
Country Trust Bank
25$1.7K0.0%GrowthLowBloomington, IL2026-10-30
Brown, Lisle Ings, Inc.
25$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
Signature Equity Partners, LLC
23$1.5K0.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
21$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Richardson Financial Services Inc.
20$1.3K0.0%GrowthMediumMedway, MA2026-10-30
Quaker Wealth Management, LLC
20$1.3K0.0%ETFMediumMoorestown, NJ2026-10-22
Holos Integrated Wealth LLC
18$1.4K0.0%ETFLowKennett Square, PA2026-10-23
Clark Wealth Partners
18$1.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
MV Capital Management, Inc.
17$1.1K0.0%ETFLowBethesda, MD2026-10-29
Lanark Financial, Inc.
16$1.1K0.0%CoreMediumBirmingham, AL2026-10-26
Valued Wealth Advisors LLC
15$1.0K0.0%IndexVery LowHolladay, UT2026-11-05
DiNuzzo Private Wealth, Inc.
14$9410.0%ETFLowBeaver, PA2026-10-16
Albion Financial Group
14$9690.0%GrowthLowSalt Lake City, UT2026-10-21
PayPay Securities Corp
14$9400.0%CoreMediumTokyo, Mexico2026-10-27
TFC Financial Management, Inc.
13$8730.0%ETFVery LowBoston, MA2026-10-26
Torren Management, LLC
13$8730.0%ETFMediumSan Diego, CA2026-10-29
USA Financial Formulas
11$7390.0%ETFVery HighAda, MI2026-10-16
Balance Wealth Partners LLC
11$7650.0%ETFMediumWorthington, OH2026-10-27
MB, Levis & Associates, LLC
10$6720.0%ETFVery LowCenter Valley, PA2026-10-16
Glass Jacobson Investment Advisors llc
8$5380.0%ETFLowOwings Mills, MD2026-10-26
Creative Capital Management Investments LLC
8$5370.0%ETFLowSan Diego, CA2026-10-28
Key FInancial Inc
7$4700.0%ETFLowWest Chester, PA2026-11-02
Bear Mountain Capital, Inc.
5$3730.0%ETFLowSeattle, WA2026-11-04
Center for Financial Planning, Inc.
5$3350.0%ETFLowSouthfied, MI2026-10-26
DecisionPoint Financial, LLC
3$2100.0%ETFVery LowMesa, AZ2026-10-27
Godsey & Gibb, Inc
3$2020.0%CoreLowRichmond, VA2026-10-14
3 Factor Indexing, LLC
2$1350.0%ETFLowSacramento, CA2026-10-15
StrongBox Wealth, LLC
2$1340.0%GrowthLowLee'S Summit, MO2026-11-02
Gilpin Wealth Management, LLC
2$1350.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
2$1340.0%CoreLowJacksonville, FL2026-10-08
Grove Bank & Trust
1$670.0%ETFLowMiami, FL2026-10-08
Ascentis Wealth Management, LLC
1$670.0%Agg GrowthLowDallas, TX2026-11-03
Maryland Capital Advisors Inc.
1$680.0%ETFVery LowChester, MD2026-10-15
Dhjj Financial Advisors, Ltd.
1$680.0%ETFVery LowNaperville, IL2026-10-23
Lloyd Advisory Services, Llc.
0$110.0%ETFVery HighSuwanee, GA2026-11-02