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Dollar Tree Inc (DLTR)

CUSIP: 256746108 | NYSE | Consumer Defensive · Discount Stores | Large Cap | 3027 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13D/APaul C. Hilal
with Mantle Ridge LP, MR Cobalt Advisor LLC
210,0440.1%Newly reportedJun 24, 2026No 13F filer matched
13D/APaul C. Hilal210,044
0.1% of class · Jun 24, 2026Newly reported
with Mantle Ridge LP, MR Cobalt Advisor LLC
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,604,940
0.1% of portfolio›$297.0M
Bank of New York Mellon Corp923,924
0.0% of portfolio›$105.3M
Citigroup Inc834,407
0.0% of portfolio›$95.1M
Robeco Institutional Asset Management B.V.719,410
0.1% of portfolio›$82.0M
Mondrian Investment Partners LTD580,590
1.2% of portfolio›$66.2M
Mitsubishi UFJ Asset Management Co., Ltd.488,383
0.0% of portfolio›$55.7M
Sumitomo Mitsui Trust Group, Inc.432,243
0.0% of portfolio›$49.3M
KBC Group NV293,995
0.1% of portfolio›$33.5M
Brown University239,053
18.5% of portfolio›$27.3M
Arbejdsmarkedets Tillaegspension222,700
0.6% of portfolio›$25.4M
Assenagon Asset Management S.A.220,598
0.0% of portfolio›$25.2M
King Luther Capital Management Corp198,541
0.1% of portfolio›$22.6M
Principal Financial Group Inc197,153
0.0% of portfolio›$22.5M
Aware Super Pty Ltd as trustee of Aware Super194,096
0.3% of portfolio›$22.1M
Illinois Municipal Retirement Fund177,407
0.2% of portfolio›$20.2M
Virginia Retirement Systems ET Al166,023
0.1% of portfolio›$18.9M
Swedbank AB164,099
0.0% of portfolio›$18.7M
New York State Teachers Retirement System156,397
0.1% of portfolio›$17.8M
MacKenzie Financial Corp140,172
0.0% of portfolio›$16.0M
US Bancorp \de\132,765
0.0% of portfolio›$15.1M
Confluence Investment Management LLC124,357
0.2% of portfolio›$14.2M
Live Oak Private Wealth LLC121,203
1.7% of portfolio›$13.8M
DekaBank Deutsche Girozentrale118,959
0.1% of portfolio›$13.5M
Marathon Asset Management Ltd106,205
0.6% of portfolio›$12.1M
Kirr Marbach & Co LLC103,619
2.2% of portfolio›$11.8M
Achmea Investment Management B.V.103,537
0.1% of portfolio›$11.8M
Creative Planning100,164
0.0% of portfolio›$11.4M
Pictet Asset Management Holding SA92,840
0.0% of portfolio›$10.6M
Swiss Life Asset Management Ltd89,169
0.0% of portfolio›$10.2M
Counterpoint Mutual Funds LLC86,412
0.9% of portfolio›$9.9M
Calamos Advisors LLC79,557
0.0% of portfolio›$9.1M
Asset Management One Co., Ltd.78,497
0.0% of portfolio›$9.0M
Wealth Enhancement Advisory Services, LLC74,572
0.0% of portfolio›$7.6M
Axxion S.A.70,000
0.5% of portfolio›$8.0M
Wedge Capital Management L L P62,987
0.1% of portfolio›$7.2M
Mirae Asset Global Investments Co., Ltd.62,014
0.0% of portfolio›$7.1M
State of New Jersey Common Pension Fund D59,159
0.0% of portfolio›$6.7M
Fulcrum Asset Management LLP59,000
0.3% of portfolio›$6.7M
Fjarde Ap-Fonden TH Swedish National Pension Fund57,099
0.0% of portfolio›$6.5M
State of Michigan Retirement System55,369
0.0% of portfolio›$6.3M
Czech National Bank55,217
0.0% of portfolio›$6.3M
Daiwa Securities Group Inc.55,009
0.0% of portfolio›$6.3M
Fifth Third Bancorp53,265
0.0% of portfolio›$6.1M
BI Asset Management Fondsmaeglerselskab A/S50,942
0.1% of portfolio›$5.8M
Ethic Inc.50,383
0.1% of portfolio›$5.7M
SEB Asset Management AB50,248
0.0% of portfolio›$5.7M
Arizona State Retirement System49,861
0.0% of portfolio›$5.7M
CIBC Asset Management Inc45,729
0.0% of portfolio›$5.2M
ASR Vermogensbeheer N.V.44,979
0.1% of portfolio›$5.1M
Nisa Investment Advisors, LLC44,445
0.0% of portfolio›$5.1M
CenterBook Partners LP43,682
0.2% of portfolio›$5.0M
IFM Investors Pty Ltd43,682
0.0% of portfolio›$5.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS42,458
0.0% of portfolio›$4.8M
Oppenheimer Asset Management Inc.42,215
0.1% of portfolio›$4.8M
Retirement Systems of Alabama40,301
0.0% of portfolio›$4.6M
Louisbourg Investments Inc.40,087
0.7% of portfolio›$3.6M
Crossmark Global Holdings, Inc.36,626
0.1% of portfolio›$4.2M
Xponance LLC35,685
0.0% of portfolio›$4.1M
Y-Intercept (Hong Kong) Ltd35,150
0.1% of portfolio›$4.0M
Neos Investment Management LLC34,537
0.0% of portfolio›$3.9M
Amalgamated Bank34,033
0.1% of portfolio›$3.9M
PensionDanmark Pensionsforsikringsaktieselskab33,935
0.0% of portfolio›$3.9M
Rakuten Investment Management, Inc.33,868
0.0% of portfolio›$3.8M
Compton Wealth Advisory Group, LLC33,413
0.8% of portfolio›$3.8M
First International Bank of Israel Ltd.31,552
1.5% of portfolio›$3.6M
First Financial Bank - Trust Division31,060
0.3% of portfolio›$3.5M
TD Waterhouse Canada Inc.30,546
0.0% of portfolio›$3.5M
Prescott Group Capital Management, L.L.C.30,000
0.3% of portfolio›$3.4M
ProShare Advisors LLC29,935
0.0% of portfolio›$3.4M
Ritholtz Wealth Management29,347
0.0% of portfolio›$3.3M
Eulav Asset Management29,319
0.1% of portfolio›$3.3M
Strs Ohio28,952
0.0% of portfolio›$3.3M
Fisher Funds Management LTD28,626
0.1% of portfolio›$3.3M
New York Life Investment Management LLC28,457
0.0% of portfolio›$3.2M
Essex Investment Management Co LLC28,367
0.5% of portfolio›$3.2M
iA Global Asset Management Inc.28,094
0.1% of portfolio›$3.2M
Avanza Fonder AB27,605
0.1% of portfolio›$3.1M
Wilmington Savings Fund Society, FSB27,581
0.1% of portfolio›$3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd27,546
0.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC25,948
0.0% of portfolio›$3.0M
Jefferies Financial Group Inc.24,087
0.0% of portfolio›$2.7M
Oregon Public Employees Retirement Fund23,628
0.0% of portfolio›$2.7M
Surience Private Wealth LLC23,429
2.6% of portfolio›$2.7M
UniSuper Management Pty Ltd23,109
0.0% of portfolio›$2.6M
Yousif Capital Management, LLC21,559
0.0% of portfolio›$2.5M
OP Asset Management Ltd21,449
0.0% of portfolio›$2.4M
Bokf, NA20,651
0.0% of portfolio›$2.4M
Radnor Capital Management, LLC20,238
0.3% of portfolio›$2.3M
Hennessy Advisors Inc20,000
0.1% of portfolio›$2.3M
Mutual of America Capital Management LLC19,665
0.0% of portfolio›$2.2M
Horrell Capital Management, Inc.19,288
1.2% of portfolio›$2.2M
Bank Julius Baer & Co. Ltd, Zurich18,756
0.0% of portfolio›$2.1M
Signal Advisors Wealth, LLC18,291
0.1% of portfolio›$2.1M
State of Alaska, Department of Revenue18,204
0.0% of portfolio›$2.1M
HB Wealth Management, LLC17,332
0.0% of portfolio›$2.0M
Lecap Asset Management LTD16,693
0.9% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.15,161
0.0% of portfolio›$1.7M
Chicago Partners Investment Group LLC14,382
0.0% of portfolio›$1.8M
Gulf International Bank (UK) Ltd14,378
0.1% of portfolio›$1.6M
ABN Amro Investment Solutions14,112
0.0% of portfolio›$1.6M
Assetmark, Inc13,506
0.0% of portfolio›$1.5M
Verdence Capital Advisors LLC12,728
0.1% of portfolio›$1.5M
Thrivent Financial for Lutherans12,706
0.0% of portfolio›$1.4M
Maryland State Retirement & Pension System11,637
0.0% of portfolio›$1.3M
Diversified Management Inc11,532
0.2% of portfolio›$1.3M
Kestra Advisory Services, LLC11,475
0.0% of portfolio›$1.3M
Machina Capital S.A.S.11,300
0.2% of portfolio›$1.3M
Nicholas Wealth, Llc.11,044
0.7% of portfolio›$1.3M
Brighton Jones LLC10,939
0.0% of portfolio›$1.2M
Smithbridge Asset Management Inc10,772
0.2% of portfolio›$1.2M
Gamma Investing LLC10,764
0.0% of portfolio›$1.2M
Leuthold Group, LLC10,721
0.1% of portfolio›$1.2M
Kestra Investment Management, LLC10,636
0.0% of portfolio›$1.2M
Fideuram Asset Management (Ireland) dac10,467
0.0% of portfolio›$1.3M
AGF Management LTD10,457
0.0% of portfolio›$1.2M
Hartford Investment Management Co10,417
0.0% of portfolio›$1.2M
Candriam S.C.A.10,325
0.0% of portfolio›$1.2M
NorthCrest Asset Manangement, LLC10,175
0.0% of portfolio›$1.2M
Citizens Financial Group Inc9,997
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC9,988
0.0% of portfolio›$1.1M
Ag2r LA Mondiale Gestion D'actifs9,977
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System9,500
0.0% of portfolio›$1.1M
New Mexico Educational Retirement Board9,163
0.1% of portfolio›$1.0M
Curated Wealth Partners LLC9,115
0.1% of portfolio›$1.0M
Parrish Capital LLC8,917
1.0% of portfolio›$1.0M
Financiere des Professionnels - Fonds d'investissement inc.8,857
0.1% of portfolio›$1.0M
Tokio Marine Asset Management Co LTD8,842
0.0% of portfolio›$1.0M
Quadrant Capital Group LLC8,745
0.0% of portfolio›$1.0M
Gateway Investment Advisers LLC8,120
0.0% of portfolio›$925.8K
Vontobel Holding Ltd.7,711
0.0% of portfolio›$879.2K
Burney Co/7,684
0.0% of portfolio›$876.1K
E. Ohman J:or Asset Management AB7,600
0.0% of portfolio›$866.6K
Plato Investment Management Ltd7,512
0.0% of portfolio›$859.9K
Raiffeisen Bank International AG7,501
0.0% of portfolio›$849.9K
Mattern Capital Management, LLC7,496
0.1% of portfolio›$854.7K
Krilogy Financial LLC7,102
0.0% of portfolio›$835.3K
Lido Advisors, LLC7,016
0.0% of portfolio›$800.0K
Alps Advisors Inc6,966
0.0% of portfolio›$794.3K
State of Wyoming6,586
0.1% of portfolio›$750.9K
Kathmere Capital Management, LLC6,470
0.0% of portfolio›$737.7K
Prospera Financial Services Inc5,983
0.0% of portfolio›$801.0K
AlphaCore Capital LLC5,972
0.0% of portfolio›$680.9K
Stonebridge Financial Group, LLC5,945
0.1% of portfolio›$677.8K
Eads & Heald Wealth Management5,938
0.3% of portfolio›$677.1K
Thompson Siegel & Walmsley LLC5,884
0.0% of portfolio›$671.0K
North Dakota State Investment Board5,744
0.0% of portfolio›$654.9K
Inscription Capital, LLC5,738
0.1% of portfolio›$654.2K
Harbour Capital Advisors, LLC5,725
0.1% of portfolio›$652.8K
Ascent Group, LLC5,657
0.0% of portfolio›$645.0K
Gerald Baker Financial Group LLC5,637
0.2% of portfolio›$642.7K
HUB Investment Partners, LLC5,584
0.0% of portfolio›$636.7K
Sterling Capital Management LLC5,564
0.0% of portfolio›$634.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,282
0.0% of portfolio›$602.3K
Truist Financial Corp5,256
0.0% of portfolio›$599.3K
LVW Advisors, LLC5,241
0.1% of portfolio›$597.6K
Wright Investors Service Inc5,169
0.2% of portfolio›$589.4K
Vise Technologies, Inc.5,088
0.0% of portfolio›$580.1K
Elevation Point Wealth Partners, LLC5,021
0.0% of portfolio›$572.7K
IFP Advisors, Inc4,944
0.0% of portfolio›$563.7K
Compound Planning, Inc.4,917
0.0% of portfolio›$560.6K
Generali Asset Management SPA SGR4,892
0.0% of portfolio›$557.8K
Burns Matteson Capital Management, LLC4,823
0.2% of portfolio›$549.9K
B. Metzler seel. Sohn & Co. AG4,796
0.0% of portfolio›$546.8K
Crestwood Advisors Group, LLC4,758
0.0% of portfolio›$542.5K
First Citizens Bank & Trust Co4,652
0.0% of portfolio›$530.4K
Aaron Wealth Advisors LLC4,602
0.0% of portfolio›$524.7K
Versant Capital Management, Inc4,598
0.0% of portfolio›$524.3K
First National Bank Sioux Falls4,594
0.2% of portfolio›$523.8K
Apollon Wealth Management, LLC4,541
0.0% of portfolio›$517.8K
MBL Wealth, LLC4,464
0.0% of portfolio›$509.0K
V-Square Quantitative Management LLC4,426
0.0% of portfolio›$504.7K
Praxis Investment Management Inc4,360
0.1% of portfolio›$497.0K
Wedmont Private Capital4,360
0.0% of portfolio›$517.2K
Bfsg, LLC4,267
0.0% of portfolio›$486.5K
Atria Investments, Inc4,207
0.0% of portfolio›$479.7K
Signaturefd, LLC4,180
0.0% of portfolio›$476.6K
Certuity, LLC4,068
0.0% of portfolio›$463.8K
Choreo, LLC4,022
0.0% of portfolio›$458.6K
Unified Investment Management3,913
0.4% of portfolio›$446.2K
MGO One Seven LLC3,893
0.0% of portfolio›$443.9K
Chicago Trust Co NA3,842
0.1% of portfolio›$438.1K
Farther Finance Advisors, LLC3,794
0.0% of portfolio›$432.6K
Americana Partners, LLC3,767
0.0% of portfolio›$429.5K
Evergreen Capital Management LLC3,761
0.0% of portfolio›$428.8K
Concurrent Investment Advisors, LLC3,754
0.0% of portfolio›$428.0K
Riverwater Partners LLC3,751
0.1% of portfolio›$427.7K
Parcion Private Wealth LLC3,650
0.0% of portfolio›$416.2K
Valeo Financial Advisors, LLC3,646
0.0% of portfolio›$415.7K
Tema Etfs LLC3,602
0.0% of portfolio›$410.7K
Balefire, LLC3,590
0.1% of portfolio›$409.3K
XXI Wealth, LLC3,573
0.2% of portfolio›$407.4K
Soltis Investment Advisors LLC3,544
0.0% of portfolio›$404.1K
Nilsine Partners, LLC3,524
0.0% of portfolio›$401.8K
Exchange Traded Concepts, LLC3,520
0.0% of portfolio›$401.4K
Miller Global Investments, LLC3,464
0.3% of portfolio›$395.0K
EverSource Wealth Advisors, LLC3,325
0.0% of portfolio›$379.1K
Sagespring Wealth Partners, LLC3,287
0.0% of portfolio›$374.8K
Deseret Mutual Benefit Administrators3,259
0.1% of portfolio›$371.6K
Park Avenue Securities LLC3,236
0.0% of portfolio›$369.0K
CWA Asset Management Group, LLC3,209
0.0% of portfolio›$365.9K
StoneRidge PMG Advisors, LLC3,114
0.5% of portfolio›$355.0K
Olympiad Research LP3,091
0.5% of portfolio›$352.4K
J. Team Financial, Inc.3,069
0.3% of portfolio›$349.9K
RHS Financial, LLC3,060
0.1% of portfolio›$348.9K
Simplicity Wealth,LLC3,014
0.0% of portfolio›$343.7K
Parallel Advisors, LLC2,981
0.0% of portfolio›$339.9K
Montag A & Associates Inc2,896
0.0% of portfolio›$330.1K
CX Institutional2,894
0.0% of portfolio›$330
Davenport & Co LLC2,879
0.0% of portfolio›$328.2K
Hennion & Walsh Asset Management, Inc.2,747
0.0% of portfolio›$313.2K
Cidel Asset Management Inc2,698
0.0% of portfolio›$307.6K
Midwest Trust Co2,698
0.0% of portfolio›$307.6K
Alpha Family Trust2,620
0.1% of portfolio›$316.9K
Daymark Wealth Partners, LLC2,581
0.0% of portfolio›$294.3K
Premier Path Wealth Partners, LLC2,565
0.0% of portfolio›$292.5K
Sowell Financial Services LLC2,555
0.0% of portfolio›$291.3K
Klingman & Associates, LLC2,545
0.0% of portfolio›$290.2K
Equity Investment Corp2,473
0.0% of portfolio›$282.0K
Riversedge Advisors, LLC2,456
0.0% of portfolio›$280.0K
Lord & Richards Wealth Management, LLC2,409
0.2% of portfolio›$274.7K
Arrow Financial Corp2,405
0.0% of portfolio›$274.2K
Bryn Mawr Trust Advisors, LLC2,312
0.0% of portfolio›$263.6K
Aspiriant, LLC2,272
0.0% of portfolio›$259.1K
D'Orazio & Associates, Inc.2,246
0.0% of portfolio›$256.1K
Capital Investment Advisory Services, LLC2,236
0.0% of portfolio›$254.9K
Larson Financial Group LLC2,171
0.0% of portfolio›$247.5K
Profund Advisors LLC2,170
0.0% of portfolio›$247.4K
Perigon Wealth Management, LLC2,163
0.0% of portfolio›$246.7K
Harel Insurance Investments & Financial Services Ltd.2,147
0.0% of portfolio›$243.0K
Kestra Private Wealth Services, LLC2,123
0.0% of portfolio›$242.0K
Apella Capital, LLC2,097
0.0% of portfolio›$243.9K
Allegiance Financial Group Advisory Services LLC2,091
0.0% of portfolio›$238.4K
MV Capital Management, Inc.2,035
0.0% of portfolio›$232.0K
Fifth Third Wealth Advisors LLC2,016
0.0% of portfolio›$229.9K
Arista Wealth Management, LLC2,000
0.0% of portfolio›$228.0K
Avestar Capital, LLC1,997
0.0% of portfolio›$227.7K
Cornerstone Wealth Group, LLC1,991
0.0% of portfolio›$227.0K
Interchange Capital Partners, LLC1,984
0.0% of portfolio›$226.2K
Provenance Wealth Advisors, LLC1,967
0.0% of portfolio›$224.3K
Arlington Trust Co LLC1,957
0.0% of portfolio›$223.1K
Greenleaf Trust1,893
0.0% of portfolio›$215.8K
Aprio Wealth Management, LLC1,872
0.0% of portfolio›$213.5K
Root Financial Partners, LLC1,836
0.0% of portfolio›$209.3K
Tull Financial Group, Inc.1,831
0.1% of portfolio›$208.8K
Claro Advisors Inc.1,828
0.0% of portfolio›$208.4K
Old National Bancorp1,816
0.0% of portfolio›$207.1K
Essential Partners LLC1,807
0.1% of portfolio›$206.0K
MCF Advisors LLC1,801
0.0% of portfolio›$205.4K
Baron Wealth Management LLC1,798
0.1% of portfolio›$205.0K
Kaufman Rossin Wealth, LLC1,794
0.1% of portfolio›$204.6K
1900 Wealth Management LLC1,760
0.0% of portfolio›$200.7K
Caitong International Asset Management Co., Ltd1,550
0.0% of portfolio›$176.7K
SJS Investment Consulting Inc.1,498
0.0% of portfolio›$170.8K
Private Trust Co NA1,394
0.0% of portfolio›$158.9K
True Wealth Design, LLC1,200
0.0% of portfolio›$136.8K
Ascentis Wealth Management, LLC1,179
0.0% of portfolio›$134.4K
Oslo Pensjonsforsikring AS1,138
0.0% of portfolio›$129.8K
Elyxium Wealth, LLC1,129
0.0% of portfolio›$128.7K
MassMutual Private Wealth & Trust, FSB1,115
0.0% of portfolio›$127.1K
Evermay Wealth Management LLC1,105
0.0% of portfolio›$126.0K
Central Trust Co1,084
0.0% of portfolio›$123.6K
Mather Group, Llc.1,077
0.0% of portfolio›$122.8K
S.A. Mason LLC959
0.0% of portfolio›$109.3K
First Command Advisory Services, Inc.865
0.0% of portfolio›$98.6K
Leonteq Securities AG791
0.0% of portfolio›$90.2K
Parkside Financial Bank & Trust756
0.0% of portfolio›$86.2K
Pflug Koory, LLC743
0.0% of portfolio›$84.7K
CrossGen Wealth, LLC740
0.1% of portfolio›$84.4K
Cromwell Holdings LLC736
0.0% of portfolio›$83.9K
GF Fund Management Co. Ltd.700
0.0% of portfolio›$79.8K
Murphy & Mullick Capital Management Corp571
0.0% of portfolio›$65.1K
Independence Bank of Kentucky550
0.0% of portfolio›$62.7K
DT Investment Partners, LLC540
0.0% of portfolio›$61.6K
Financial Consulate, Inc533
0.0% of portfolio›$60.8K
Birch Financial Group, LLC504
0.0% of portfolio›$57.5K
Latitude Advisors, LLC489
0.0% of portfolio›$55.8K
Elevation Wealth Partners, LLC450
0.0% of portfolio›$51.3K
Union Bancaire Privee, UBP SA432
0.0% of portfolio›$45.5K
MTM Investment Management, LLC421
0.0% of portfolio›$48.0K
Cullen T Bankers, Inc.416
0.0% of portfolio›$47.4K
Bayban400
0.0% of portfolio›$48.4K
Salomon & Ludwin, LLC399
0.0% of portfolio›$45.5K
Trust Co of Vermont392
0.0% of portfolio›$44.7K
Beacon Financial Strategies Corp390
0.0% of portfolio›$44.5K
Fortitude Family Office, LLC360
0.0% of portfolio›$41.0K
Wilkerson Advisory Group LLC353
0.0% of portfolio›$40.2K
Asset Dedication, LLC342
0.0% of portfolio›$39.0K
Creative Financial Designs Inc341
0.0% of portfolio›$38.9K
Pinnacle Wealth Planning Services, Inc.331
0.0% of portfolio›$37.7K
Rosenberg Matthew Hamilton324
0.0% of portfolio›$36.9K
Clean Yield Group300
0.0% of portfolio›$34.2K
TD Private Client Wealth LLC298
0.0% of portfolio›$34.0K
Blue Trust, Inc.289
0.0% of portfolio›$33.0K
CoreCap Advisors, LLC275
0.0% of portfolio›$31.4K
Owl Creek Wealth Partners LLC270
0.0% of portfolio›$30.8K
Lanark Financial, Inc.229
0.0% of portfolio›$26.1K
Golden State Wealth Management, LLC226
0.0% of portfolio›$25.8K
Key FInancial Inc219
0.0% of portfolio›$25.0K
Westside Investment Management, Inc.214
0.0% of portfolio›$24.0K
Private Wealth Management Group, LLC205
0.0% of portfolio›$23.4K
Pillar Financial Advisors, LLC203
0.0% of portfolio›$23.1K
SBI Securities Co., Ltd.184
0.0% of portfolio›$21.0K
Highline Wealth Partners LLC158
0.0% of portfolio›$18.0K
First Horizon Corp151
0.0% of portfolio›$17.2K
Abound Wealth Management151
0.0% of portfolio›$17.2K
Bayforest Capital Ltd150
0.0% of portfolio›$17.1K
NBH Bank148
0.0% of portfolio›$16.9K
Indiana Trust & Investment Management Co135
0.0% of portfolio›$15.4K
Pension & Wealth Management Advisors, Inc.131
0.0% of portfolio›$14.9K
Spire Wealth Management131
0.0% of portfolio›$14.9K
Farmers & Merchants Investments Inc130
0.0% of portfolio›$14.8K
Ascentis Independent Advisors128
0.0% of portfolio›$14.6K
JFS Wealth Advisors, LLC128
0.0% of portfolio›$14.6K
Eastern Bank122
0.0% of portfolio›$13.9K
Brown, Lisle Ings, Inc.114
0.0% of portfolio›$13.0K
Triumph Capital Management107
0.0% of portfolio›$12.2K
Trust Co of Toledo NA100
0.0% of portfolio›$11.4K
City State Bank100
0.0% of portfolio›$11.4K
Nova Financial LLC100
0.0% of portfolio›$11.4K
Burkett Financial Services, LLC100
0.0% of portfolio›$11.4K
North Star Investment Management Corp.95
0.0% of portfolio›$10.8K
Grove Bank & Trust91
0.0% of portfolio›$10.4K
Physician Wealth Advisors, Inc.84
0.0% of portfolio›$9.6K
Covestor Ltd75
0.0% of portfolio›$9
Thompson Investment Management, Inc.74
0.0% of portfolio›$8.4K
Valley National Advisers Inc70
0.0% of portfolio›$8.0K
Manchester Capital Management LLC68
0.0% of portfolio›$7.8K
Gilpin Wealth Management, LLC66
0.0% of portfolio›$7.5K
Financial Network Wealth Advisors LLC66
0.0% of portfolio›$7.5K
1620 Investment Advisors, Inc.61
0.0% of portfolio›$7.0K
Avion Wealth60
0.0% of portfolio›$6
Capital Advisors, Ltd. LLC58
0.0% of portfolio›$7
Prudent Man Investment Management, Inc.55
0.0% of portfolio›$6.3K
Valued Wealth Advisors LLC54
0.0% of portfolio›$6.2K
Cedar Mountain Advisors, LLC54
0.0% of portfolio›$6.2K
Creative Capital Management Investments LLC53
0.0% of portfolio›$6.0K
Clayton Financial Group LLC50
0.0% of portfolio›$5.7K
Bay Harbor Wealth Management, LLC48
0.0% of portfolio›$5.5K
Hazlett, Burt & Watson, Inc.46
0.0% of portfolio›$5
West Branch Capital LLC46
0.0% of portfolio›$5.2K
Rossby Financial, LCC41
0.0% of portfolio›$4.7K
Princeton Global Asset Management LLC41
0.0% of portfolio›$4.7K
Gleason Group, Inc.40
0.0% of portfolio›$4.6K
Ares Financial Consulting, LLC40
0.0% of portfolio›$4.6K
J.Safra Asset Management Corp40
0.0% of portfolio›$4.6K
Bell Investment Advisors, Inc40
0.0% of portfolio›$4.6K
Nfsg Corp40
0.0% of portfolio›$4.6K
Cape Investment Advisory, Inc.38
0.0% of portfolio›$4.3K
Financial Management Professionals, Inc.37
0.0% of portfolio›$4.2K
Winthrop Capital Management, LLC35
0.0% of portfolio›$4.0K
High Note Wealth, LLC35
0.0% of portfolio›$4.0K
Archer Investment Corp30
0.0% of portfolio›$3.4K
Bare Financial Services, Inc29
0.0% of portfolio›$3.3K
Hoey Investments, Inc28
0.0% of portfolio›$3.2K
American National Bank & Trust28
0.0% of portfolio›$3.2K
DiNuzzo Private Wealth, Inc.27
0.0% of portfolio›$3.1K
IMG Wealth Management, Inc.26
0.0% of portfolio›$3.0K
First Premier Bank25
0.0% of portfolio›$3
Burk Holdings LLC24
0.0% of portfolio›$2.7K
Retirement Wealth Solutions LLC24
0.0% of portfolio›$2.7K
James T. Borello RIA23
0.0% of portfolio›$2.6K
Balance Wealth Partners LLC22
0.0% of portfolio›$2.5K
SBK Financial, Inc.22
0.0% of portfolio›$2.5K
Aspect Partners, LLC22
0.0% of portfolio›$2.5K
Atlantic Edge Private Wealth Management, LLC20
0.0% of portfolio›$2.3K
Main Street Group, LTD18
0.0% of portfolio›$2.1K
Silver Grove Financial Group, Inc.16
0.0% of portfolio›$1.8K
Signature Resources Capital Management, LLC15
0.0% of portfolio›$1.7K
Hughes Financial Services, LLC15
0.0% of portfolio›$2.0K
Toth Financial Advisory Corp14
0.0% of portfolio›$1.6K
UMB Private Wealth Management, LLC14
0.0% of portfolio›$1.6K
American Capital Advisory, LLC12
0.0% of portfolio›$1.4K
Smallwood Wealth Investment Management, LLC12
0.0% of portfolio›$1.4K
Strengthening Families & Communities, LLC12
0.0% of portfolio›$1.4K
Clark Wealth Partners12
0.0% of portfolio›$1.4K
Meriwether Wealth & Planning, LLC11
0.0% of portfolio›$1.3K
Washington Trust Advisors, Inc.11
0.0% of portfolio›$1.3K
Wolff Wiese Magana LLC10
0.0% of portfolio›$1.1K
RMG Wealth Management LLC10
0.0% of portfolio›$1.3K
TFC Financial Management, Inc.9
0.0% of portfolio›$1.0K
GoalVest Advisory LLC9
0.0% of portfolio›$1.0K
Harbor Investment Advisory, LLC9
0.0% of portfolio›$1.0K
Planning Strategies Inc.9
0.0% of portfolio›$1.0K
Quaker Wealth Management, LLC8
0.0% of portfolio›$913
William Mack & Associates, Inc.8
0.0% of portfolio›$913
PayPay Securities Corp8
0.0% of portfolio›$912
DecisionPoint Financial, LLC8
0.0% of portfolio›$916
Nvest Wealth Strategies, Inc.8
0.0% of portfolio›$914
Jacobi Capital Management LLC8
0.0% of portfolio›$912
Davis Capital Management7
0.0% of portfolio›$798
Three Bridge Wealth Advisors, LLC7
0.0% of portfolio›$798
Maseco LLP6
0.0% of portfolio›$684
Compass Financial Management LLC6
0.0% of portfolio›$684
Torren Management, LLC6
0.0% of portfolio›$684
GHP Investment Advisors, Inc.6
0.0% of portfolio›$685
Dhjj Financial Advisors, Ltd.6
0.0% of portfolio›$685
Downshift Financial, LLC6
0.0% of portfolio›$684
WPG Advisers, LLC5
0.0% of portfolio›$570
Rakuten Securities, Inc.5
0.0% of portfolio›$570
Decker Retirement Planning Inc.4
0.0% of portfolio›$456
Nemes Rush Group LLC4
0.0% of portfolio›$456
Trust Co4
0.0% of portfolio›$456
Signature Equity Partners, LLC3
0.0% of portfolio›$342
West Paces Advisors Inc.3
0.0% of portfolio›$342
Birchwood Financial Partners, Inc.3
0.0% of portfolio›$342
3 Factor Indexing, LLC2
0.0% of portfolio›$229
Maryland Capital Advisors Inc.1
0.0% of portfolio›$115
Godsey & Gibb, Inc1
0.0% of portfolio›$115
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$16
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,604,940$297.0M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
923,924$105.3M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
834,407$95.1M0.0%CoreMediumNew York, NY2026-11-04
Robeco Institutional Asset Management B.V.
719,410$82.0M0.1%CoreMediumRotterdam, Philippines2026-10-20
Mondrian Investment Partners LTD
580,590$66.2M1.2%YieldMediumLondon, United Kingdom2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
488,383$55.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
432,243$49.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
KBC Group NV
293,995$33.5M0.1%CoreMediumBrussels, Czech Republic2026-10-22
Brown University
239,053$27.3M18.5%YieldLowProvidence, RI2026-11-05
Arbejdsmarkedets Tillaegspension
222,700$25.4M0.6%ValueHighHilleroed, Greece2026-10-30
Assenagon Asset Management S.A.
220,598$25.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
King Luther Capital Management Corp
198,541$22.6M0.1%CoreLowFort Worth, TX2026-11-05
Principal Financial Group Inc
197,153$22.5M0.0%CoreLowDes Moines, IA2026-11-02
Aware Super Pty Ltd as trustee of Aware Super
194,096$22.1M0.3%GrowthMediumSydney, China2026-10-30
Illinois Municipal Retirement Fund
177,407$20.2M0.2%CoreMediumOak Brook, IL2026-11-05
Virginia Retirement Systems ET Al
166,023$18.9M0.1%CoreMediumRichmond, VA2026-10-28
Swedbank AB
164,099$18.7M0.0%GrowthLowStockholm, Sweden2026-10-27
New York State Teachers Retirement System
156,397$17.8M0.1%CoreVery LowAlbany, NY2026-10-22
MacKenzie Financial Corp
140,172$16.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
US Bancorp \de\
132,765$15.1M0.0%IndexLowMinneapolis, MN2026-11-05
Confluence Investment Management LLC
124,357$14.2M0.2%ValueMediumSt. Louis, MO2026-10-01
Live Oak Private Wealth LLC
121,203$13.8M1.7%ValueLowWilmington, NC2026-11-02
DekaBank Deutsche Girozentrale
118,959$13.5M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Marathon Asset Management Ltd
106,205$12.1M0.6%ValueLowLondon, United Kingdom2026-10-26
Kirr Marbach & Co LLC
103,619$11.8M2.2%GARPLowColumbus, IN2026-10-20
Achmea Investment Management B.V.
103,537$11.8M0.1%CoreMediumZeist, Philippines2026-10-30
Creative Planning
100,164$11.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Pictet Asset Management Holding SA
92,840$10.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Swiss Life Asset Management Ltd
89,169$10.2M0.0%CoreLowZurich, Switzerland2026-11-03
Counterpoint Mutual Funds LLC
86,412$9.9M0.9%Deep ValueVery HighSan Diego, CA2026-10-16
Calamos Advisors LLC
79,557$9.1M0.0%GrowthMediumNaperville, IL2026-11-02
Asset Management One Co., Ltd.
78,497$9.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
Wealth Enhancement Advisory Services, LLC
74,572$7.6M0.0%CoreLowPlymouth, MN2026-10-13
Axxion S.A.
70,000$8.0M0.5%CoreN/AGrevenmacher, Netherlands2026-10-22
Wedge Capital Management L L P
62,987$7.2M0.1%ValueMediumCharlotte, NC2026-10-13
Mirae Asset Global Investments Co., Ltd.
62,014$7.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of New Jersey Common Pension Fund D
59,159$6.7M0.0%CoreLowTrenton, NJ2026-11-05
Fulcrum Asset Management LLP
59,000$6.7M0.3%CoreMediumLondon, United Kingdom2026-11-04
Fjarde Ap-Fonden TH Swedish National Pension Fund
57,099$6.5M0.0%GrowthLowStockholm, Sweden2026-10-15
State of Michigan Retirement System
55,369$6.3M0.0%IndexLowEast Lansing, MI2026-10-27
Czech National Bank
55,217$6.3M0.0%IndexVery LowPrague, Bahrain2026-10-13
Daiwa Securities Group Inc.
55,009$6.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Fifth Third Bancorp
53,265$6.1M0.0%IndexVery LowCincinnati, OH2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
50,942$5.8M0.1%CoreMediumKobenhavn, Greece2026-10-22
Ethic Inc.
50,383$5.7M0.1%CoreLowNew York, NY2026-11-03
SEB Asset Management AB
50,248$5.7M0.0%CoreN/AStockholm, Sweden2026-11-04
Arizona State Retirement System
49,861$5.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
CIBC Asset Management Inc
45,729$5.2M0.0%GARPLowToronto, South Africa2026-11-05
ASR Vermogensbeheer N.V.
44,979$5.1M0.1%CoreLowUtrecht, Philippines2026-10-16
Nisa Investment Advisors, LLC
44,445$5.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
CenterBook Partners LP
43,682$5.0M0.2%ValueVery HighGreenwich, CT2026-11-02
IFM Investors Pty Ltd
43,682$5.0M0.0%IndexVery LowMelbourne, China2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
42,458$4.8M0.0%CoreLowHarrisburg, PA2026-11-03
Oppenheimer Asset Management Inc.
42,215$4.8M0.1%CoreMediumNew York, NY2026-10-27
Retirement Systems of Alabama
40,301$4.6M0.0%IndexLowMontgomery, AL2026-11-04
Louisbourg Investments Inc.
40,087$3.6M0.7%GARPMediumDieppe, Armenia2026-10-20
Crossmark Global Holdings, Inc.
36,626$4.2M0.1%GARPMediumHouston, TX2026-10-21
Xponance LLC
35,685$4.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Y-Intercept (Hong Kong) Ltd
35,150$4.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Neos Investment Management LLC
34,537$3.9M0.0%IndexVery LowWestport, CT2026-11-04
Amalgamated Bank
34,033$3.9M0.1%CoreVery LowNew York, NY2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
33,935$3.9M0.0%IndexLowCopenhagen O, Greece2026-10-19
Rakuten Investment Management, Inc.
33,868$3.8M0.0%ETFMediumTokyo, Mexico2026-10-30
Compton Wealth Advisory Group, LLC
33,413$3.8M0.8%ETFVery LowVirginia Beach, VA2026-10-13
First International Bank of Israel Ltd.
31,552$3.6M1.5%ETFMediumTel Aviv, Luxembourg2026-11-04
First Financial Bank - Trust Division
31,060$3.5M0.3%CoreLowHamilton, OH2026-10-01
TD Waterhouse Canada Inc.
30,546$3.5M0.0%CoreLowToronto, Australia2026-10-16
Prescott Group Capital Management, L.L.C.
30,000$3.4M0.3%Deep ValueMediumTulsa, OK2026-10-30
ProShare Advisors LLC
29,935$3.4M0.0%GrowthLowBethesda, MD2026-10-29
Ritholtz Wealth Management
29,347$3.3M0.0%IndexLowNew York, NY2026-11-05
Eulav Asset Management
29,319$3.3M0.1%GrowthMediumSarasota, FL2026-10-23
Strs Ohio
28,952$3.3M0.0%CoreMediumColumbus, OH2026-10-30
Fisher Funds Management LTD
28,626$3.3M0.1%CoreMediumAuckland, Peru2026-10-13
New York Life Investment Management LLC
28,457$3.2M0.0%GrowthLowNew York, NY2026-11-04
Essex Investment Management Co LLC
28,367$3.2M0.5%GrowthMediumBoston, MA2026-10-19
iA Global Asset Management Inc.
28,094$3.2M0.1%GrowthMediumQuebec, Austria2026-10-29
Avanza Fonder AB
27,605$3.1M0.1%GrowthLowStockholm, Sweden2026-10-13
Wilmington Savings Fund Society, FSB
27,581$3.1M0.1%CoreLowWilmington, DE2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
27,546$3.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Commonwealth Equity Services, LLC
25,948$3.0M0.0%ETFLowWaltham, MA2026-11-02
Jefferies Financial Group Inc.
24,087$2.7M0.0%CoreVery HighNew York, NY2026-11-05
Oregon Public Employees Retirement Fund
23,628$2.7M0.0%IndexVery LowTigard, OR2026-10-30
Surience Private Wealth LLC
23,429$2.7M2.6%ETFVery HighYakima, WA2026-10-16
UniSuper Management Pty Ltd
23,109$2.6M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Yousif Capital Management, LLC
21,559$2.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
OP Asset Management Ltd
21,449$2.4M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Bokf, NA
20,651$2.4M0.0%CoreLowTulsa, OK2026-10-27
Radnor Capital Management, LLC
20,238$2.3M0.3%CoreLowWayne, PA2026-10-23
Hennessy Advisors Inc
20,000$2.3M0.1%Deep ValueMediumNovato, CA2026-10-28
Mutual of America Capital Management LLC
19,665$2.2M0.0%IndexLowNew York, NY2026-10-23
Horrell Capital Management, Inc.
19,288$2.2M1.2%ValueVery LowLittle Rock, AR2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
18,756$2.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
Signal Advisors Wealth, LLC
18,291$2.1M0.1%ETFLowDetroit, MI2026-10-13
State of Alaska, Department of Revenue
18,204$2.1M0.0%CoreVery LowJuneau, AK2026-10-15
HB Wealth Management, LLC
17,332$2.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Lecap Asset Management LTD
16,693$1.9M0.9%ValueVery HighLondon, United Kingdom2026-10-27
Cambridge Investment Research Advisors, Inc.
15,161$1.7M0.0%ETFLowFairfield, IA2026-11-02
Chicago Partners Investment Group LLC
14,382$1.8M0.0%GARPLowChicago, IL2026-10-27
Gulf International Bank (UK) Ltd
14,378$1.6M0.1%CoreVery LowLondon, United Kingdom2026-10-20
ABN Amro Investment Solutions
14,112$1.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
Assetmark, Inc
13,506$1.5M0.0%ETFLowConcord, CA2026-10-21
Verdence Capital Advisors LLC
12,728$1.5M0.1%CoreMediumHunt Valley, MD2026-10-26
Thrivent Financial for Lutherans
12,706$1.4M0.0%GARPMediumMinneapolis, MN2026-11-05
Maryland State Retirement & Pension System
11,637$1.3M0.0%IndexVery LowBaltimore, MD2026-11-05
Diversified Management Inc
11,532$1.3M0.2%CoreVery LowMilwaukee, WI2026-10-08
Kestra Advisory Services, LLC
11,475$1.3M0.0%CoreLowAustin, TX2026-11-02
Machina Capital S.A.S.
11,300$1.3M0.2%ValueVery HighParis, India2026-11-05
Nicholas Wealth, Llc.
11,044$1.3M0.7%GrowthMediumMarietta, GA2026-10-26
Brighton Jones LLC
10,939$1.2M0.0%CoreVery LowSeattle, WA2026-11-03
Smithbridge Asset Management Inc
10,772$1.2M0.2%GrowthLowChadds Ford, PA2026-10-19
Gamma Investing LLC
10,764$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
Leuthold Group, LLC
10,721$1.2M0.1%ValueMediumMinneapolis, MN2026-11-04
Kestra Investment Management, LLC
10,636$1.2M0.0%ETFMediumAustin, TX2026-11-04
Fideuram Asset Management (Ireland) dac
10,467$1.3M0.0%CoreHighDublin 1, Lithuania2026-10-29
AGF Management LTD
10,457$1.2M0.0%GrowthHighToronto, Australia2026-11-03
Hartford Investment Management Co
10,417$1.2M0.0%IndexVery LowHartford, CT2026-11-04
Candriam S.C.A.
10,325$1.2M0.0%GrowthMediumStrassen, Netherlands2026-11-03
NorthCrest Asset Manangement, LLC
10,175$1.2M0.0%GrowthLowPlymouth, MN2026-10-13
Citizens Financial Group Inc
9,997$1.1M0.0%GrowthLowProvidence, RI2026-10-23
Allspring Global Investments Holdings, LLC
9,988$1.1M0.0%CoreMediumCharlotte, NC2026-11-04
Ag2r LA Mondiale Gestion D'actifs
9,977$1.1M0.0%GrowthLowParis, India2026-10-26
Louisiana State Employees Retirement System
9,500$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
New Mexico Educational Retirement Board
9,163$1.0M0.1%IndexVery LowSanta Fe, NM2026-11-05
Curated Wealth Partners LLC
9,115$1.0M0.1%GARPLowEl Segundo, CA2026-10-15
Parrish Capital LLC
8,917$1.0M1.0%ValueLowKennesaw, GA2026-10-01
Financiere des Professionnels - Fonds d'investissement inc.
8,857$1.0M0.1%GrowthHighMontreal, Austria2026-11-03
Tokio Marine Asset Management Co LTD
8,842$1.0M0.0%GrowthLowTokyo, Mexico2026-10-26
Quadrant Capital Group LLC
8,745$1.0M0.0%CoreLowCincinnati, OH2026-10-20
Gateway Investment Advisers LLC
8,120$925.8K0.0%GrowthLowCincinnati, OH2026-10-13
Vontobel Holding Ltd.
7,711$879.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Burney Co/
7,684$876.1K0.0%GARPMediumReston, VA2026-10-15
E. Ohman J:or Asset Management AB
7,600$866.6K0.0%GrowthMediumStockholm, Sweden2026-10-22
Plato Investment Management Ltd
7,512$859.9K0.0%CoreLowSydney, China2026-11-05
Raiffeisen Bank International AG
7,501$849.9K0.0%GrowthMediumVienna, Chile2026-10-28
Mattern Capital Management, LLC
7,496$854.7K0.1%CoreMediumLakewood, CO2026-11-02
Krilogy Financial LLC
7,102$835.3K0.0%GrowthLowSt. Louis, MO2026-10-13
Lido Advisors, LLC
7,016$800.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Alps Advisors Inc
6,966$794.3K0.0%YieldLowDenver, CO2026-11-03
State of Wyoming
6,586$750.9K0.1%ValueHighCheyenne, WY2026-10-28
Kathmere Capital Management, LLC
6,470$737.7K0.0%ETFLowWayne, PA2026-10-20
Prospera Financial Services Inc
5,983$801.0K0.0%CoreMediumDallas, TX2026-11-04
AlphaCore Capital LLC
5,972$680.9K0.0%ETFLowLa Jolla, CA2026-11-04
Stonebridge Financial Group, LLC
5,945$677.8K0.1%ETFMediumWormleysburg, PA2026-10-01
Eads & Heald Wealth Management
5,938$677.1K0.3%CoreLowAtlanta, GA2026-10-29
Thompson Siegel & Walmsley LLC
5,884$671.0K0.0%Deep ValueMediumRichmond, VA2026-11-05
North Dakota State Investment Board
5,744$654.9K0.0%GrowthMediumBismarck, ND2026-10-27
Inscription Capital, LLC
5,738$654.2K0.1%GARPMediumHouston, TX2026-11-02
Harbour Capital Advisors, LLC
5,725$652.8K0.1%GrowthLowTysons Corner, VA2026-10-13
Ascent Group, LLC
5,657$645.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Gerald Baker Financial Group LLC
5,637$642.7K0.2%GARPLowArlington, TX2026-10-09
HUB Investment Partners, LLC
5,584$636.7K0.0%GrowthLowAustin, TX2026-11-03
Sterling Capital Management LLC
5,564$634.4K0.0%GARPMediumCharlotte, NC2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,282$602.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Truist Financial Corp
5,256$599.3K0.0%CoreLowCharlotte, NC2026-10-30
LVW Advisors, LLC
5,241$597.6K0.1%CoreMediumPittsford, NY2026-10-19
Wright Investors Service Inc
5,169$589.4K0.2%GrowthMediumShelton, CT2026-11-02
Vise Technologies, Inc.
5,088$580.1K0.0%IndexLowNew York, NY2026-10-29
Elevation Point Wealth Partners, LLC
5,021$572.7K0.0%CoreHighDenver, CO2026-11-05
IFP Advisors, Inc
4,944$563.7K0.0%GrowthLowTampa, FL2026-10-16
Compound Planning, Inc.
4,917$560.6K0.0%CoreLowNew York, NY2026-11-05
Generali Asset Management SPA SGR
4,892$557.8K0.0%CoreLowTrieste, Latvia2026-10-26
Burns Matteson Capital Management, LLC
4,823$549.9K0.2%CoreMediumCorning, NY2026-10-16
B. Metzler seel. Sohn & Co. AG
4,796$546.8K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Crestwood Advisors Group, LLC
4,758$542.5K0.0%GrowthLowBoston, MA2026-10-27
First Citizens Bank & Trust Co
4,652$530.4K0.0%CoreMediumRaleigh, NC2026-10-14
Aaron Wealth Advisors LLC
4,602$524.7K0.0%GrowthMediumChicago, IL2026-10-13
Versant Capital Management, Inc
4,598$524.3K0.0%GARPLowPhoenix, AZ2026-10-02
First National Bank Sioux Falls
4,594$523.8K0.2%ETFVery LowSioux Falls, SD2026-10-13
Apollon Wealth Management, LLC
4,541$517.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
MBL Wealth, LLC
4,464$509.0K0.0%ETFLowCharlotte, NC2026-10-22
V-Square Quantitative Management LLC
4,426$504.7K0.0%CoreLowChicago, IL2026-10-15
Praxis Investment Management Inc
4,360$497.0K0.1%CoreLowGoshen, IN2026-11-03
Wedmont Private Capital
4,360$517.2K0.0%IndexVery LowWest Chester, PA2026-10-09
Bfsg, LLC
4,267$486.5K0.0%CoreLowIrvine, CA2026-10-30
Atria Investments, Inc
4,207$479.7K0.0%CoreMediumCharlotte, NC2026-10-15
Signaturefd, LLC
4,180$476.6K0.0%IndexLowAtlanta, GA2026-10-23
Certuity, LLC
4,068$463.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Choreo, LLC
4,022$458.6K0.0%IndexLowRockford, IL2026-10-28
Unified Investment Management
3,913$446.2K0.4%CoreLowAtlanta, GA2026-10-14
MGO One Seven LLC
3,893$443.9K0.0%GrowthLowBeachwood, OH2026-10-28
Chicago Trust Co NA
3,842$438.1K0.1%CoreLowGrayslake, IL2026-10-28
Farther Finance Advisors, LLC
3,794$432.6K0.0%IndexLowSan Francisco, CA2026-10-08
Americana Partners, LLC
3,767$429.5K0.0%CoreMediumHouston, TX2026-10-28
Evergreen Capital Management LLC
3,761$428.8K0.0%GARPMediumBellevue, WA2026-10-23
Concurrent Investment Advisors, LLC
3,754$428.0K0.0%GrowthMediumTampa, FL2026-10-16
Riverwater Partners LLC
3,751$427.7K0.1%ValueMediumMilwaukee, WI2026-11-03
Parcion Private Wealth LLC
3,650$416.2K0.0%CoreMediumBellevue, WA2026-10-28
Valeo Financial Advisors, LLC
3,646$415.7K0.0%ETFLowCarmel, IN2026-10-08
Tema Etfs LLC
3,602$410.7K0.0%GrowthMediumNew York, NY2026-10-16
Balefire, LLC
3,590$409.3K0.1%ETFMediumDallas, TX2026-10-09
XXI Wealth, LLC
3,573$407.4K0.2%GrowthLowChicago, IL2026-10-22
Soltis Investment Advisors LLC
3,544$404.1K0.0%CoreMediumSt. George, UT2026-10-28
Nilsine Partners, LLC
3,524$401.8K0.0%CoreMediumGreenwood Village, CO2026-11-02
Exchange Traded Concepts, LLC
3,520$401.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Miller Global Investments, LLC
3,464$395.0K0.3%ValueMediumDallas, TX2026-10-02
EverSource Wealth Advisors, LLC
3,325$379.1K0.0%CoreMediumBirmingham, AL2026-11-04
Sagespring Wealth Partners, LLC
3,287$374.8K0.0%ETFLowFranklin, TN2026-10-22
Deseret Mutual Benefit Administrators
3,259$371.6K0.1%CoreMediumSalt Lake City, UT2026-11-04
Park Avenue Securities LLC
3,236$369.0K0.0%ETFMediumNew York, NY2026-10-26
CWA Asset Management Group, LLC
3,209$365.9K0.0%CoreMediumNaples, FL2026-10-19
StoneRidge PMG Advisors, LLC
3,114$355.0K0.5%N/AN/ARadnor, PA2026-11-04
Olympiad Research LP
3,091$352.4K0.5%Deep ValueVery HighStamford, CT2026-11-04
J. Team Financial, Inc.
3,069$349.9K0.3%CoreMediumAbilene, TX2026-11-03
RHS Financial, LLC
3,060$348.9K0.1%ETFMediumSan Francisco, CA2026-10-13
Simplicity Wealth,LLC
3,014$343.7K0.0%ETFLowSummit, NJ2026-10-23
Parallel Advisors, LLC
2,981$339.9K0.0%IndexLowSan Francisco, CA2026-11-03
Montag A & Associates Inc
2,896$330.1K0.0%CoreLowAtlanta, GA2026-10-29
CX Institutional
2,894$3300.0%CoreMediumAuburn, IN2026-10-02
Davenport & Co LLC
2,879$328.2K0.0%CoreMediumRichmond, VA2026-10-14
Hennion & Walsh Asset Management, Inc.
2,747$313.2K0.0%ValueMediumParsippany, NJ2026-10-13
Cidel Asset Management Inc
2,698$307.6K0.0%CoreMediumToronto, Australia2026-10-29
Midwest Trust Co
2,698$307.6K0.0%CoreLowOverland Park, KS2026-10-22
Alpha Family Trust
2,620$316.9K0.1%GrowthLowLos Angeles, CA2026-11-04
Daymark Wealth Partners, LLC
2,581$294.3K0.0%CoreLowCincinnati, OH2026-11-04
Premier Path Wealth Partners, LLC
2,565$292.5K0.0%GrowthMediumMadison, NJ2026-10-16
Sowell Financial Services LLC
2,555$291.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Klingman & Associates, LLC
2,545$290.2K0.0%ETFVery LowNew York, NY2026-10-20
Equity Investment Corp
2,473$282.0K0.0%YieldMediumAtlanta, GA2026-11-04
Riversedge Advisors, LLC
2,456$280.0K0.0%ETFMediumWilmington, DE2026-10-09
Lord & Richards Wealth Management, LLC
2,409$274.7K0.2%ETFMediumHighlands Ranch, CO2026-10-14
Arrow Financial Corp
2,405$274.2K0.0%ETFLowGlens Falls, NY2026-10-26
Bryn Mawr Trust Advisors, LLC
2,312$263.6K0.0%CoreLowPhiladelphia, PA2026-11-04
Aspiriant, LLC
2,272$259.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
D'Orazio & Associates, Inc.
2,246$256.1K0.0%ETFLowVienna, VA2026-11-04
Capital Investment Advisory Services, LLC
2,236$254.9K0.0%CoreMediumRaleigh, NC2026-10-30
Larson Financial Group LLC
2,171$247.5K0.0%GrowthLowSt Louis, MO2026-11-05
Profund Advisors LLC
2,170$247.4K0.0%GrowthLowBethesda, MD2026-10-29
Perigon Wealth Management, LLC
2,163$246.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Harel Insurance Investments & Financial Services Ltd.
2,147$243.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Kestra Private Wealth Services, LLC
2,123$242.0K0.0%GrowthLowAustin, TX2026-10-30
Apella Capital, LLC
2,097$243.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Allegiance Financial Group Advisory Services LLC
2,091$238.4K0.0%ETFLowVienna, VA2026-11-02
MV Capital Management, Inc.
2,035$232.0K0.0%ETFLowBethesda, MD2026-10-29
Fifth Third Wealth Advisors LLC
2,016$229.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Arista Wealth Management, LLC
2,000$228.0K0.0%ETFMediumLas Vegas, NV2026-10-29
Avestar Capital, LLC
1,997$227.7K0.0%GrowthLowNew York, NY2026-10-28
Cornerstone Wealth Group, LLC
1,991$227.0K0.0%CoreMediumHuntersville, NC2026-11-02
Interchange Capital Partners, LLC
1,984$226.2K0.0%GrowthLowPittsburgh, PA2026-10-28
Provenance Wealth Advisors, LLC
1,967$224.3K0.0%ETFLowFort Lauderdale, FL2026-10-30
Arlington Trust Co LLC
1,957$223.1K0.0%ETFMediumBirmingham, AL2026-10-20
Greenleaf Trust
1,893$215.8K0.0%CoreLowKalamazoo, MI2026-10-29
Aprio Wealth Management, LLC
1,872$213.5K0.0%ETFMediumAtlanta, GA2026-10-28
Root Financial Partners, LLC
1,836$209.3K0.0%ETFMediumEncinitas, CA2026-10-21
Tull Financial Group, Inc.
1,831$208.8K0.1%ETFLowChesapeake, VA2026-11-05
Claro Advisors Inc.
1,828$208.4K0.0%CoreLowBoston, MA2026-11-02
Old National Bancorp
1,816$207.1K0.0%CoreLowEvansville, IN2026-10-20
Essential Partners LLC
1,807$206.0K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
MCF Advisors LLC
1,801$205.4K0.0%ETFLowLexington, KY2026-10-28
Baron Wealth Management LLC
1,798$205.0K0.1%CoreLowTroy, MI2026-10-27
Kaufman Rossin Wealth, LLC
1,794$204.6K0.1%ETFLowMiami, FL2026-10-19
1900 Wealth Management LLC
1,760$200.7K0.0%ETFLowSan Antonio, TX2026-10-13
Caitong International Asset Management Co., Ltd
1,550$176.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
1,498$170.8K0.0%ETFVery LowSylvania, OH2026-10-26
Private Trust Co NA
1,394$158.9K0.0%CoreLowCleveland, OH2026-10-20
True Wealth Design, LLC
1,200$136.8K0.0%ETFMediumAkron, OH2026-10-13
Ascentis Wealth Management, LLC
1,179$134.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Oslo Pensjonsforsikring AS
1,138$129.8K0.0%ValueLowOslo, Norway2026-10-15
Elyxium Wealth, LLC
1,129$128.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
MassMutual Private Wealth & Trust, FSB
1,115$127.1K0.0%CoreLowSpringfield, MA2026-10-05
Evermay Wealth Management LLC
1,105$126.0K0.0%ETFLowArlington, VA2026-11-05
Central Trust Co
1,084$123.6K0.0%CoreLowJefferson City, MO2026-11-05
Mather Group, Llc.
1,077$122.8K0.0%ETFMediumChicago, IL2026-10-14
S.A. Mason LLC
959$109.3K0.0%GrowthVery LowHolland, MI2026-10-13
First Command Advisory Services, Inc.
865$98.6K0.0%IndexLowFort Worth, TX2026-11-05
Leonteq Securities AG
791$90.2K0.0%CoreHighZurich, Switzerland2026-10-29
Parkside Financial Bank & Trust
756$86.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Pflug Koory, LLC
743$84.7K0.0%CoreVery LowOmaha, NE2026-10-26
CrossGen Wealth, LLC
740$84.4K0.1%CoreVery LowGreenville, NC2026-10-30
Cromwell Holdings LLC
736$83.9K0.0%IndexLowJackson, WY2026-10-28
GF Fund Management Co. Ltd.
700$79.8K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Murphy & Mullick Capital Management Corp
571$65.1K0.0%GrowthLowSmithtown, NY2026-11-02
Independence Bank of Kentucky
550$62.7K0.0%GrowthLowOwensboro, KY2026-10-26
DT Investment Partners, LLC
540$61.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
Financial Consulate, Inc
533$60.8K0.0%ETFLowHunt Valley, MD2026-10-23
Birch Financial Group, LLC
504$57.5K0.0%CoreLowKeene, NH2026-10-27
Latitude Advisors, LLC
489$55.8K0.0%ETFLowYorkville, IL2026-10-27
Elevation Wealth Partners, LLC
450$51.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Union Bancaire Privee, UBP SA
432$45.5K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
MTM Investment Management, LLC
421$48.0K0.0%CoreVery LowSpartanburg, SC2026-10-30
Cullen T Bankers, Inc.
416$47.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Bayban
400$48.4K0.0%ValueLowBayport, MN2026-11-05
Salomon & Ludwin, LLC
399$45.5K0.0%ETFVery LowRichmond, VA2026-10-29
Trust Co of Vermont
392$44.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Beacon Financial Strategies Corp
390$44.5K0.0%ETFVery LowRaleigh, NC2026-10-14
Fortitude Family Office, LLC
360$41.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Wilkerson Advisory Group LLC
353$40.2K0.0%ETFMediumColumbia, MO2026-10-20
Asset Dedication, LLC
342$39.0K0.0%ETFLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
341$38.9K0.0%ETFMediumKokomo, IN2026-11-04
Pinnacle Wealth Planning Services, Inc.
331$37.7K0.0%GARPLowMansfield, OH2026-10-27
Rosenberg Matthew Hamilton
324$36.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Clean Yield Group
300$34.2K0.0%CoreLowNorwich, VT2026-10-28
TD Private Client Wealth LLC
298$34.0K0.0%ETFLowNew York, NY2026-10-28
Blue Trust, Inc.
289$33.0K0.0%ETFLowBrentwood, TN2026-10-15
CoreCap Advisors, LLC
275$31.4K0.0%ETFMediumSouthfield, MI2026-10-08
Owl Creek Wealth Partners LLC
270$30.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Lanark Financial, Inc.
229$26.1K0.0%CoreMediumBirmingham, AL2026-10-26
Golden State Wealth Management, LLC
226$25.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Key FInancial Inc
219$25.0K0.0%ETFLowWest Chester, PA2026-11-02
Westside Investment Management, Inc.
214$24.0K0.0%GrowthLowSanta Monica, CA2026-11-02
Private Wealth Management Group, LLC
205$23.4K0.0%ETFLowPrinceton, NJ2026-10-19
Pillar Financial Advisors, LLC
203$23.1K0.0%ETFVery LowLouisville, KY2026-10-21
SBI Securities Co., Ltd.
184$21.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Highline Wealth Partners LLC
158$18.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
First Horizon Corp
151$17.2K0.0%CoreLowMemphis, TN2026-10-26
Abound Wealth Management
151$17.2K0.0%ETFVery LowFranklin, TN2026-10-26
Bayforest Capital Ltd
150$17.1K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
NBH Bank
148$16.9K0.0%CoreN/AGreenwood Village, CO2026-11-05
Indiana Trust & Investment Management Co
135$15.4K0.0%GrowthLowMishawaka, IN2026-10-22
Pension & Wealth Management Advisors, Inc.
131$14.9K0.0%ETFLowWaltham, MA2026-10-16
Spire Wealth Management
131$14.9K0.0%GrowthMediumMclean, VA2026-10-30
Farmers & Merchants Investments Inc
130$14.8K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Independent Advisors
128$14.6K0.0%ETFLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
128$14.6K0.0%ETFVery LowHermitage, PA2026-11-03
Eastern Bank
122$13.9K0.0%GrowthMediumBoston, MA2026-10-05
Brown, Lisle Ings, Inc.
114$13.0K0.0%CoreVery LowProvidence, RI2026-10-16
Triumph Capital Management
107$12.2K0.0%ETFMediumDenver, CO2026-10-14
Trust Co of Toledo NA
100$11.4K0.0%GrowthVery LowHolland, OH2026-10-16
City State Bank
100$11.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Nova Financial LLC
100$11.4K0.0%N/AN/ATucson, AZ2026-11-04
Burkett Financial Services, LLC
100$11.4K0.0%ETFLowRock Hill, SC2026-10-01
North Star Investment Management Corp.
95$10.8K0.0%CoreLowChicago, IL2026-10-27
Grove Bank & Trust
91$10.4K0.0%ETFLowMiami, FL2026-10-08
Physician Wealth Advisors, Inc.
84$9.6K0.0%ETFMediumMidvale, UT2026-10-20
Covestor Ltd
75$90.0%ValueHighLondon, United Kingdom2026-10-30
Thompson Investment Management, Inc.
74$8.4K0.0%ValueMediumMadison, WI2026-10-14
Valley National Advisers Inc
70$8.0K0.0%ETFLowBethlehem, PA2026-10-23
Manchester Capital Management LLC
68$7.8K0.0%CoreLowManchester, VT2026-10-22
Gilpin Wealth Management, LLC
66$7.5K0.0%GrowthLowDenver, CO2026-10-09
Financial Network Wealth Advisors LLC
66$7.5K0.0%ETFLowMurray, UT2026-10-28
1620 Investment Advisors, Inc.
61$7.0K0.0%ValueLowPlymouth, MA2026-11-04
Avion Wealth
60$60.0%ETFLowThe Woodlands, TX2026-11-04
Capital Advisors, Ltd. LLC
58$70.0%ETFLowShaker Heights, OH2026-10-27
Prudent Man Investment Management, Inc.
55$6.3K0.0%ETFVery LowLouisville, CO2026-11-03
Valued Wealth Advisors LLC
54$6.2K0.0%IndexVery LowHolladay, UT2026-11-05
Cedar Mountain Advisors, LLC
54$6.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Creative Capital Management Investments LLC
53$6.0K0.0%ETFLowSan Diego, CA2026-10-28
Clayton Financial Group LLC
50$5.7K0.0%ETFLowSt. Louis, MO2026-10-13
Bay Harbor Wealth Management, LLC
48$5.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Hazlett, Burt & Watson, Inc.
46$50.0%CoreVery LowWheeling, WV2026-11-04
West Branch Capital LLC
46$5.2K0.0%GrowthVery LowAmherst, MA2026-10-20
Rossby Financial, LCC
41$4.7K0.0%ETFMediumMelbourne, FL2026-11-05
Princeton Global Asset Management LLC
41$4.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Gleason Group, Inc.
40$4.6K0.0%ETFVery LowProspect, KY2026-10-15
Ares Financial Consulting, LLC
40$4.6K0.0%CoreLowCalabasas, CA2026-10-19
J.Safra Asset Management Corp
40$4.6K0.0%ETFLowNew York, NY2026-11-03
Bell Investment Advisors, Inc
40$4.6K0.0%ETFVery LowOrinda, CA2026-10-29
Nfsg Corp
40$4.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Cape Investment Advisory, Inc.
38$4.3K0.0%ETFLowMcdonough, GA2026-10-13
Financial Management Professionals, Inc.
37$4.2K0.0%ETFMediumAustin, TX2026-10-23
Winthrop Capital Management, LLC
35$4.0K0.0%ETFLowCarmel, IN2026-11-05
High Note Wealth, LLC
35$4.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Archer Investment Corp
30$3.4K0.0%CoreMediumCarmel, IN2026-11-05
Bare Financial Services, Inc
29$3.3K0.0%ETFVery LowGap, PA2026-11-04
Hoey Investments, Inc
28$3.2K0.0%Agg GrowthLowCoatesville, PA2026-10-29
American National Bank & Trust
28$3.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
DiNuzzo Private Wealth, Inc.
27$3.1K0.0%ETFLowBeaver, PA2026-10-16
IMG Wealth Management, Inc.
26$3.0K0.0%ETFMediumJacksonville, FL2026-10-27
First Premier Bank
25$30.0%CoreVery LowSioux Falls, SD2026-10-13
Burk Holdings LLC
24$2.7K0.0%ETFVery LowTulsa, OK2026-11-05
Retirement Wealth Solutions LLC
24$2.7K0.0%ETFLowMarshfield, WI2026-10-07
James T. Borello RIA
23$2.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Balance Wealth Partners LLC
22$2.5K0.0%ETFMediumWorthington, OH2026-10-27
SBK Financial, Inc.
22$2.5K0.0%N/AN/ARichmond, VA2026-11-02
Aspect Partners, LLC
22$2.5K0.0%ETFMediumFairfax, VA2026-10-20
Atlantic Edge Private Wealth Management, LLC
20$2.3K0.0%CoreLowJacksonville, FL2026-10-20
Main Street Group, LTD
18$2.1K0.0%ETFMediumGlen Allen, VA2026-10-28
Silver Grove Financial Group, Inc.
16$1.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Signature Resources Capital Management, LLC
15$1.7K0.0%ETFLowNewport Beach, CA2026-10-16
Hughes Financial Services, LLC
15$2.0K0.0%ETFLowHerndon, VA2026-10-30
Toth Financial Advisory Corp
14$1.6K0.0%CoreLowLeesburg, VA2026-10-08
UMB Private Wealth Management, LLC
14$1.6K0.0%GrowthN/AKansas City, MO2026-10-19
American Capital Advisory, LLC
12$1.4K0.0%ETFLowKetchum, ID2026-10-28
Smallwood Wealth Investment Management, LLC
12$1.4K0.0%ETFVery LowRed Bank, NJ2026-10-30
Strengthening Families & Communities, LLC
12$1.4K0.0%CoreMediumBoston, MA2026-10-21
Clark Wealth Partners
12$1.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Meriwether Wealth & Planning, LLC
11$1.3K0.0%ETFMediumMinden, LA2026-10-13
Washington Trust Advisors, Inc.
11$1.3K0.0%GrowthLowWellesley, MA2026-10-22
Wolff Wiese Magana LLC
10$1.1K0.0%GrowthLowCarslbad, CA2026-10-15
RMG Wealth Management LLC
10$1.3K0.0%ETFVery HighPlatteville, WI2026-10-26
TFC Financial Management, Inc.
9$1.0K0.0%ETFVery LowBoston, MA2026-10-26
GoalVest Advisory LLC
9$1.0K0.0%ETFMediumNew York, NY2026-10-02
Harbor Investment Advisory, LLC
9$1.0K0.0%GrowthLowLutherville, MD2026-10-13
Planning Strategies Inc.
9$1.0K0.0%ETFN/ALancaster, PA2026-10-02
Quaker Wealth Management, LLC
8$9130.0%ETFMediumMoorestown, NJ2026-10-22
William Mack & Associates, Inc.
8$9130.0%ETFLowTroy, MI2026-10-27
PayPay Securities Corp
8$9120.0%CoreMediumTokyo, Mexico2026-10-27
DecisionPoint Financial, LLC
8$9160.0%ETFVery LowMesa, AZ2026-10-27
Nvest Wealth Strategies, Inc.
8$9140.0%ETFVery LowPowell, OH2026-10-14
Jacobi Capital Management LLC
8$9120.0%CoreLowPittston, PA2026-11-05
Davis Capital Management
7$7980.0%CoreLowJacksonville, FL2026-10-08
Three Bridge Wealth Advisors, LLC
7$7980.0%ETFLowLos Altos, CA2026-11-05
Maseco LLP
6$6840.0%ETFVery LowLondon, United Kingdom2026-10-27
Compass Financial Management LLC
6$6840.0%CoreN/ATampa, FL2026-10-30
Torren Management, LLC
6$6840.0%ETFMediumSan Diego, CA2026-10-29
GHP Investment Advisors, Inc.
6$6850.0%CoreVery LowDenver, CO2026-10-15
Dhjj Financial Advisors, Ltd.
6$6850.0%ETFVery LowNaperville, IL2026-10-23
Downshift Financial, LLC
6$6840.0%ETFLowBoulder, CO2026-10-13
WPG Advisers, LLC
5$5700.0%CoreLowBaltimore, MD2026-10-27
Rakuten Securities, Inc.
5$5700.0%Agg GrowthHighTokyo, Mexico2026-11-02
Decker Retirement Planning Inc.
4$4560.0%Agg GrowthVery HighLevi, UT2026-10-19
Nemes Rush Group LLC
4$4560.0%CoreVery LowNovi, MI2026-11-04
Trust Co
4$4560.0%ETFVery LowManhattan, KS2026-10-09
Signature Equity Partners, LLC
3$3420.0%GrowthMediumColumbus, OH2026-10-29
West Paces Advisors Inc.
3$3420.0%ETFLowAtlanta, GA2026-10-13
Birchwood Financial Partners, Inc.
3$3420.0%ETFVery LowBloomington, MN2026-11-02
3 Factor Indexing, LLC
2$2290.0%ETFLowSacramento, CA2026-10-15
Maryland Capital Advisors Inc.
1$1150.0%ETFVery LowChester, MD2026-10-15
Godsey & Gibb, Inc
1$1150.0%CoreLowRichmond, VA2026-10-14
Lloyd Advisory Services, Llc.
0$160.0%ETFVery HighSuwanee, GA2026-11-02