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Firstenergy Corp (FE)

CUSIP: 337932107 | NYSE | Utilities · Utilities - Regulated Electric | Large Cap | 2682 institutional holders

Quarters

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

Allspring Global Investments Holdings, LLC10,832,736
0.7% of portfolio›$470.0M
Dimensional Fund Advisors LP2,835,516
0.0% of portfolio›$122.9M
Mitsubishi UFJ Asset Management Co., Ltd.1,376,973
0.0% of portfolio›$59.7M
Assenagon Asset Management S.A.1,273,916
0.1% of portfolio›$55.2M
Sumitomo Mitsui Trust Group, Inc.1,108,986
0.0% of portfolio›$48.1M
UniSuper Management Pty Ltd891,680
0.2% of portfolio›$38.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS876,321
0.2% of portfolio›$38.0M
Citigroup Inc853,230
0.0% of portfolio›$37.0M
MacKenzie Financial Corp755,951
0.0% of portfolio›$32.8M
Alps Advisors Inc680,091
0.1% of portfolio›$29.5M
Old Republic International Corp631,500
2.8% of portfolio›$27.4M
Principal Financial Group Inc565,457
0.0% of portfolio›$24.5M
Truist Financial Corp376,010
0.0% of portfolio›$16.3M
Asset Management One Co., Ltd.372,695
0.0% of portfolio›$16.1M
New York State Teachers Retirement System348,901
0.1% of portfolio›$15.1M
Wedge Capital Management L L P304,988
0.2% of portfolio›$13.2M
First Citizens Bank & Trust Co287,228
0.2% of portfolio›$12.4M
Bokf, NA273,074
0.2% of portfolio›$11.8M
Virginia Retirement Systems ET Al270,350
0.1% of portfolio›$11.7M
Pictet Asset Management Holding SA242,975
0.0% of portfolio›$10.5M
Wealth Enhancement Advisory Services, LLC236,589
0.0% of portfolio›$10.3M
Creative Planning221,450
0.0% of portfolio›$9.6M
CIBC Asset Management Inc213,559
0.0% of portfolio›$9.3M
Bryn Mawr Trust Advisors, LLC204,022
0.4% of portfolio›$8.8M
IFM Investors Pty Ltd196,339
0.1% of portfolio›$8.5M
Davenport & Co LLC181,877
0.0% of portfolio›$7.9M
Calamos Advisors LLC174,343
0.0% of portfolio›$7.6M
State of New Jersey Common Pension Fund D173,893
0.0% of portfolio›$7.5M
Commonwealth Equity Services, LLC153,458
0.0% of portfolio›$6.6M
CoreCap Advisors, LLC152,895
0.2% of portfolio›$6.6M
Swiss Life Asset Management Ltd150,216
0.0% of portfolio›$6.5M
Arizona State Retirement System150,079
0.0% of portfolio›$6.5M
Czech National Bank149,631
0.0% of portfolio›$6.5M
Stablepoint Partners, LLC140,842
0.8% of portfolio›$6.1M
Howard Capital Management, LLC139,581
0.1% of portfolio›$6.0M
DekaBank Deutsche Girozentrale133,518
0.0% of portfolio›$5.9K
Mirae Asset Global Investments Co., Ltd.132,650
0.0% of portfolio›$5.7M
State of Michigan Retirement System130,844
0.0% of portfolio›$5.7M
TD Private Client Wealth LLC119,548
0.1% of portfolio›$5.2M
Atria Investments, Inc115,000
0.0% of portfolio›$5.0M
ProShare Advisors LLC114,859
0.0% of portfolio›$5.0M
Xponance LLC114,683
0.0% of portfolio›$5.0M
Meridian Wealth Management, LLC113,163
0.1% of portfolio›$4.9M
Cornerstone Wealth Group, LLC110,538
0.3% of portfolio›$4.8M
Retirement Systems of Alabama109,212
0.0% of portfolio›$4.7M
Slocum, Gordon & Co LLP108,500
3.3% of portfolio›$4.7M
Daiwa Securities Group Inc.98,647
0.0% of portfolio›$4.3M
Lido Advisors, LLC97,326
0.0% of portfolio›$4.2M
Neos Investment Management LLC96,820
0.0% of portfolio›$4.2M
Rakuten Investment Management, Inc.95,342
0.0% of portfolio›$4.2M
Assetmark, Inc90,316
0.0% of portfolio›$3.9M
Amalgamated Bank89,899
0.1% of portfolio›$3.9M
Mn Services Vermogensbeheer B.V.87,200
0.1% of portfolio›$3.8M
Yousif Capital Management, LLC79,311
0.0% of portfolio›$3.4M
Fulton Bank, N.A.78,065
0.1% of portfolio›$3.4M
Wilmington Savings Fund Society, FSB73,695
0.1% of portfolio›$3.2M
Daymark Wealth Partners, LLC73,362
0.1% of portfolio›$3.2M
AdvisorNet Financial, Inc73,046
0.2% of portfolio›$3.3M
New York Life Investment Management LLC72,452
0.0% of portfolio›$3.1M
Sumitomo Mitsui DS Asset Management Company, Ltd72,155
0.0% of portfolio›$3.1M
Sowell Financial Services LLC71,624
0.1% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.70,048
0.0% of portfolio›$3.0M
American Assets Investment Management, LLC70,000
0.2% of portfolio›$3.0M
KBC Group NV64,237
0.0% of portfolio›$2.8M
Oregon Public Employees Retirement Fund63,979
0.0% of portfolio›$2.8M
AGF Management LTD61,378
0.0% of portfolio›$2.7M
Vise Technologies, Inc.58,467
0.0% of portfolio›$2.5M
Raleigh Capital Management Inc.57,375
0.8% of portfolio›$2.5M
ABN Amro Investment Solutions56,008
0.0% of portfolio›$2.4M
Mutual of America Capital Management LLC53,555
0.0% of portfolio›$2.3M
Midwest Trust Co51,299
0.0% of portfolio›$2.2M
Harrison Street Private Wealth LLC51,213
3.0% of portfolio›$2.2M
First Bank & Trust49,739
0.3% of portfolio›$2.2M
Hennion & Walsh Asset Management, Inc.49,556
0.1% of portfolio›$2.1M
State of Alaska, Department of Revenue49,333
0.1% of portfolio›$2.1M
Ethic Inc.48,621
0.0% of portfolio›$2.1M
Nisa Investment Advisors, LLC48,365
0.0% of portfolio›$2.1M
Ascent Group, LLC48,045
0.1% of portfolio›$2.1M
Kohmann Bosshard Financial Services, LLC47,810
0.2% of portfolio›$2.1M
Kestra Advisory Services, LLC46,990
0.0% of portfolio›$2.0M
Linden Thomas Advisory Services, LLC44,728
0.2% of portfolio›$1.9M
Gulf International Bank (UK) Ltd41,783
0.1% of portfolio›$1.8M
Verdence Capital Advisors LLC41,377
0.1% of portfolio›$1.8M
United Asset Strategies, Inc.39,178
0.1% of portfolio›$1.7M
Spirit of America Management Corp37,900
0.3% of portfolio›$1.6M
Sigma Planning Corp36,449
0.0% of portfolio›$1.6M
Park Avenue Securities LLC35,803
0.0% of portfolio›$1.6M
BI Asset Management Fondsmaeglerselskab A/S35,209
0.0% of portfolio›$1.5M
Inspire Investing, LLC31,242
0.1% of portfolio›$1.4M
Fideuram Asset Management (Ireland) dac30,692
0.0% of portfolio›$1.5M
J. Safra Sarasin Holding AG29,094
0.0% of portfolio›$1.3M
Beacon Financial Advisory LLC28,957
0.2% of portfolio›$1.3M
Fourpath Capital Management, LLC28,148
0.2% of portfolio›$1.2M
Hartford Investment Management Co28,041
0.0% of portfolio›$1.2M
MGO One Seven LLC26,639
0.0% of portfolio›$1.2M
Louisiana State Employees Retirement System25,600
0.0% of portfolio›$1.1M
Exchange Traded Concepts, LLC25,282
0.0% of portfolio›$1.1M
RIA Advisory Group LLC25,019
0.3% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC24,947
0.0% of portfolio›$1.1M
D.A. Davidson & Co.24,061
0.0% of portfolio›$1.0M
Concurrent Investment Advisors, LLC23,743
0.0% of portfolio›$1.0M
Sterling Capital Management LLC23,443
0.0% of portfolio›$1.0M
LFG Wealth Partners, LLC22,721
0.4% of portfolio›$984.5K
Provenance Wealth Advisors, LLC22,563
0.1% of portfolio›$977.7K
Tokio Marine Asset Management Co LTD21,788
0.0% of portfolio›$944.1K
Crossmark Global Holdings, Inc.21,465
0.0% of portfolio›$930.1K
Equitable Trust Co21,363
0.0% of portfolio›$925.7K
Hunter Associates Investment Management LLC21,165
0.2% of portfolio›$917.0K
HB Wealth Management, LLC20,962
0.0% of portfolio›$908.3K
Arvest Investments, Inc.19,967
0.1% of portfolio›$865.2K
Keybank National Association19,476
0.0% of portfolio›$843.9K
Farther Finance Advisors, LLC19,330
0.0% of portfolio›$837.6K
Avanza Fonder AB19,324
0.0% of portfolio›$837.3K
Gamma Investing LLC18,430
0.0% of portfolio›$798.6K
CenterBook Partners LP18,260
0.0% of portfolio›$791.2K
Harbor Investment Advisory, LLC18,242
0.1% of portfolio›$790.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,570
0.0% of portfolio›$761.3K
Quadcap Wealth Management, LLC17,509
0.1% of portfolio›$758.7K
Glenview Trust Co17,016
0.0% of portfolio›$737.3K
FSM Wealth Advisors, LLC16,982
0.1% of portfolio›$761.7K
North Dakota State Investment Board16,849
0.0% of portfolio›$730.1K
Evergreen Capital Management LLC16,393
0.0% of portfolio›$710.3K
B. Metzler seel. Sohn & Co. AG16,365
0.0% of portfolio›$709.1K
PensionDanmark Pensionsforsikringsaktieselskab15,880
0.0% of portfolio›$688.1K
Profund Advisors LLC15,615
0.0% of portfolio›$676.6K
Leo Wealth, LLC15,132
0.1% of portfolio›$655.7K
Chicago Partners Investment Group LLC15,032
0.0% of portfolio›$693.7K
Laurel OAK Wealth Management, LLC14,113
0.1% of portfolio›$611.5K
Strs Ohio13,841
0.0% of portfolio›$599.7K
Everhart Financial Group, Inc.13,535
0.0% of portfolio›$586.5K
Oppenheimer & Co Inc13,404
0.0% of portfolio›$580.8K
International Assets Investment Management, LLC13,331
0.0% of portfolio›$578.4K
Code Waechter LLC13,327
0.3% of portfolio›$577.5K
AlphaCore Capital LLC12,477
0.0% of portfolio›$540.6K
Rockport Wealth LLC12,367
0.1% of portfolio›$535.9K
111 Capital12,234
0.1% of portfolio›$530.1K
Csenge Advisory Group11,639
0.0% of portfolio›$504.3K
Tema Etfs LLC11,558
0.0% of portfolio›$500.8K
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors11,432
0.0% of portfolio›$495.4K
Greenleaf Trust11,375
0.0% of portfolio›$492.9K
Lantz Financial LLC11,300
0.1% of portfolio›$489.6K
Meyer Handelman Co10,867
0.0% of portfolio›$470.9K
Twelve Points Wealth Management LLC10,829
0.1% of portfolio›$508.0K
Welch Group, LLC10,314
0.0% of portfolio›$446.9K
Choreo, LLC10,279
0.0% of portfolio›$445.4K
Cornell Pochily Investment Advisors, Inc.9,907
0.1% of portfolio›$429.3K
Total Wealth Planning & Management, Inc.9,900
0.3% of portfolio›$429.0K
Ti-Trust, Inc9,865
0.2% of portfolio›$427.5K
Keudell ison Wealth Management9,685
0.1% of portfolio›$419.7K
Accurate Wealth Management, LLC9,669
0.0% of portfolio›$437.1K
Wedmont Private Capital9,441
0.0% of portfolio›$423.4K
Beese Fulmer Investment Management, Inc.9,428
0.0% of portfolio›$408.5K
Gateway Investment Advisers LLC9,426
0.0% of portfolio›$408.4K
Diversified Enterprises, LLC9,343
0.0% of portfolio›$404.8K
Apollon Wealth Management, LLC9,144
0.0% of portfolio›$396.2K
Revisor Wealth Management LLC9,082
0.1% of portfolio›$419.5K
Retirement Planning Group, LLC9,080
0.0% of portfolio›$393.4K
Schuylkill Financial LLC8,989
0.4% of portfolio›$389.5K
V-Square Quantitative Management LLC8,778
0.0% of portfolio›$380.4K
Breakwater Capital Group8,567
0.0% of portfolio›$371.2K
HUB Investment Partners, LLC8,384
0.0% of portfolio›$363.3K
Brighton Jones LLC8,202
0.0% of portfolio›$355.4K
Old North State Wealth Management, LLC8,126
0.1% of portfolio›$352.3K
NorthCrest Asset Manangement, LLC8,000
0.0% of portfolio›$358.8K
IFP Advisors, Inc7,765
0.0% of portfolio›$336.5K
CX Institutional7,715
0.0% of portfolio›$334
Mystic Asset Management, Inc.7,597
0.1% of portfolio›$329.2K
High Point Wealth Management, LLC7,507
0.3% of portfolio›$325.3K
Quadrant Capital Group LLC7,375
0.0% of portfolio›$333.4K
Tritonpoint Wealth, LLC7,239
0.0% of portfolio›$313.7K
Caitong International Asset Management Co., Ltd7,164
0.0% of portfolio›$310.4K
Genesis Private Wealth, LLC7,161
0.1% of portfolio›$310.3K
Sagespring Wealth Partners, LLC7,151
0.0% of portfolio›$309.9K
Asset One Wealth Management LLC6,997
0.0% of portfolio›$303.2K
Wesbanco Bank Inc6,964
0.0% of portfolio›$301.8K
Capital Investment Advisors, LLC6,963
0.0% of portfolio›$301.7K
Axxcess Wealth Management, LLC6,740
0.0% of portfolio›$292.0K
Aprio Wealth Management, LLC6,739
0.0% of portfolio›$292.0K
Burford Brothers, Inc.6,638
0.1% of portfolio›$287.6K
Camden National Bank6,510
0.0% of portfolio›$282.1K
Parallel Advisors, LLC6,413
0.0% of portfolio›$277.9K
Procyon Advisors, LLC6,402
0.0% of portfolio›$277.4K
Simplicity Wealth,LLC6,362
0.0% of portfolio›$275.7K
Grimes & Co Wealth Management, LLC6,338
0.0% of portfolio›$274.6K
Vontobel Holding Ltd.6,238
0.0% of portfolio›$270.3K
Tranquility Partners, LLC6,195
0.1% of portfolio›$268.5K
Wedbush Securities Inc6,124
0.0% of portfolio›$265.0K
Signaturefd, LLC6,053
0.0% of portfolio›$262.3K
Intrua Financial, LLC5,957
0.0% of portfolio›$258.1K
Private Trust Co NA5,952
0.0% of portfolio›$257.9K
Kestra Private Wealth Services, LLC5,912
0.0% of portfolio›$256.2K
Fifth Third Wealth Advisors LLC5,846
0.0% of portfolio›$253.3K
Searle & Co.5,837
0.1% of portfolio›$252.9K
Cidel Asset Management Inc5,792
0.0% of portfolio›$251.0K
Prime Capital Investment Advisors, LLC5,513
0.0% of portfolio›$238.9K
Jeppson Wealth Management, LLC5,453
0.1% of portfolio›$236.3K
Alpha Family Trust5,435
0.1% of portfolio›$258.4K
Capital Investment Advisory Services, LLC5,429
0.0% of portfolio›$234.5K
Citizens Financial Group Inc5,340
0.0% of portfolio›$231.4K
Lionshead Wealth Management, LLC5,294
0.2% of portfolio›$229.4K
GW Henssler & Associates LTD5,240
0.0% of portfolio›$227.1K
Kingswood Wealth Advisors, LLC5,226
0.0% of portfolio›$226.4K
Cornerstone Wealth Management, LLC5,225
0.0% of portfolio›$226.4K
Root Financial Partners, LLC5,202
0.0% of portfolio›$225.4K
Affinity Capital Advisors, LLC5,134
0.0% of portfolio›$231.0K
Cigna Investments Inc5,132
0.1% of portfolio›$222.0K
Sterling Investment Counsel, LLC5,083
0.1% of portfolio›$220.2K
Norris Perne & French LLP5,052
0.0% of portfolio›$218.9K
Valeo Financial Advisors, LLC5,041
0.0% of portfolio›$218.4K
Firethorn Wealth Partners, LLC5,013
0.1% of portfolio›$217.2K
Brookstone Capital Management4,946
0.0% of portfolio›$214.3K
Crestwood Advisors Group, LLC4,865
0.0% of portfolio›$210.8K
LeConte Wealth Management, LLC4,806
0.1% of portfolio›$208.2K
Eagle Strategies LLC4,779
0.0% of portfolio›$207.1K
RKL Wealth Management LLC4,761
0.0% of portfolio›$206.3K
Lloyd Advisory Services, Llc.4,751
0.1% of portfolio›$205.9K
Onyx Bridge Wealth Group LLC4,737
0.0% of portfolio›$205.3K
Mather Group, Llc.4,694
0.0% of portfolio›$203.4K
First Horizon Corp4,677
0.0% of portfolio›$202.7K
Teza Capital Management LLC4,633
0.2% of portfolio›$200.7K
JFS Wealth Advisors, LLC4,564
0.0% of portfolio›$197.8K
Montag A & Associates Inc4,190
0.0% of portfolio›$181.6K
Nemes Rush Group LLC4,025
0.0% of portfolio›$174.4K
Richardson Financial Services Inc.3,973
0.1% of portfolio›$172.2K
Lanark Financial, Inc.3,821
0.0% of portfolio›$165.6K
Cullen T Bankers, Inc.3,362
0.0% of portfolio›$145.7K
Axiom Investment Management LLC3,258
0.1% of portfolio›$141.2K
Roxbury Financial LLC3,250
0.1% of portfolio›$140.8K
EverSource Wealth Advisors, LLC3,117
0.0% of portfolio›$135.1K
Curat Global, LLC2,987
0.1% of portfolio›$129.4K
Bank & Trust Co2,827
0.1% of portfolio›$122.5K
Fulcrum Asset Management LLP2,816
0.0% of portfolio›$122.9K
Parkside Financial Bank & Trust2,770
0.0% of portfolio›$120.0K
Union Bancaire Privee, UBP SA2,663
0.0% of portfolio›$116.2K
First Premier Bank2,510
0.1% of portfolio›$109.0K
Stone House Investment Management, LLC2,294
0.0% of portfolio›$99.4K
Hazlett, Burt & Watson, Inc.2,043
0.0% of portfolio›$49.0K
Spire Wealth Management1,955
0.0% of portfolio›$84.7K
Versant Capital Management, Inc1,939
0.0% of portfolio›$84.0K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,931
0.0% of portfolio›$83.7K
Pinnacle Wealth Planning Services, Inc.1,903
0.0% of portfolio›$82.5K
Y.D. More Investments Ltd1,836
0.0% of portfolio›$79.6K
Cromwell Holdings LLC1,796
0.0% of portfolio›$77.8K
Elyxium Wealth, LLC1,775
0.0% of portfolio›$76.9K
Deseret Mutual Benefit Administrators1,754
0.0% of portfolio›$76.0K
Independence Bank of Kentucky1,710
0.0% of portfolio›$74.1K
Pension & Wealth Management Advisors, Inc.1,667
0.0% of portfolio›$72.2K
Armstrong Advisory Group, Inc1,645
0.0% of portfolio›$71.3K
Center for Financial Planning, Inc.1,592
0.0% of portfolio›$69.0K
Caldwell Trust Co1,524
0.0% of portfolio›$66.0K
First United Bank & Trust1,466
0.0% of portfolio›$63.5K
SJS Investment Consulting Inc.1,278
0.0% of portfolio›$55.4K
MH & Associates Securities Management Corp1,206
0.0% of portfolio›$52.3K
Hilton Head Capital Partners, LLC1,201
0.0% of portfolio›$52.0K
Oakworth Capital, Inc.1,198
0.0% of portfolio›$51.9K
Salomon & Ludwin, LLC1,149
0.0% of portfolio›$49.8K
North Star Investment Management Corp.1,055
0.0% of portfolio›$45.7K
Balance Wealth Partners LLC1,052
0.0% of portfolio›$45.6K
Latitude Advisors, LLC1,040
0.0% of portfolio›$45.1K
Hussman Strategic Advisors, Inc.1,000
0.0% of portfolio›$43.3K
Cedar Mountain Advisors, LLC972
0.0% of portfolio›$42.1K
Signature Equity Partners, LLC949
0.0% of portfolio›$41.1K
GK Wealth Management LLC944
0.0% of portfolio›$40.9K
Towne Trust Company, N.a928
0.0% of portfolio›$40.2K
Networth Advisors, LLC913
0.0% of portfolio›$39.6K
Ascentis Independent Advisors903
0.0% of portfolio›$39.1K
City Holding Co862
0.0% of portfolio›$37.3K
Elevated Capital Advisors, LLC855
0.0% of portfolio›$37.0K
MassMutual Private Wealth & Trust, FSB854
0.0% of portfolio›$37.0K
SBI Securities Co., Ltd.819
0.0% of portfolio›$35.5K
Quest 10 Wealth Builders, Inc.778
0.0% of portfolio›$33.7K
Pinnacle Bancorp, Inc.754
0.0% of portfolio›$32.7K
Manchester Capital Management LLC746
0.0% of portfolio›$32.3K
Capital Advisors, Ltd. LLC739
0.0% of portfolio›$32.0K
Eastern Bank734
0.0% of portfolio›$31.8K
Harel Insurance Investments & Financial Services Ltd.731
0.0% of portfolio›$32
POM Investment Strategies, LLC705
0.0% of portfolio›$30.5K
Olistico Wealth, LLC700
0.0% of portfolio›$30.3K
City State Bank660
0.0% of portfolio›$28.6K
Owl Creek Wealth Partners LLC649
0.0% of portfolio›$28.1K
GoalVest Advisory LLC646
0.0% of portfolio›$28.0K
Livelsberger Financial Advisory645
0.2% of portfolio›$27.9K
Tsfg, LLC632
0.0% of portfolio›$27
Farmers & Merchants Trust Co of Chambersburg PA601
0.0% of portfolio›$26.0K
Kennebec Savings Bank600
0.0% of portfolio›$26.0K
Buck Wealth Strategies, LLC553
0.0% of portfolio›$24.0K
Canton Hathaway, LLC500
0.0% of portfolio›$21.7K
Physician Wealth Advisors, Inc.489
0.0% of portfolio›$21.2K
Hilltop National Bank487
0.0% of portfolio›$21.1K
True Wealth Design, LLC475
0.0% of portfolio›$20.6K
Covestor Ltd471
0.0% of portfolio›$20
Blue Trust, Inc.469
0.0% of portfolio›$20.3K
James T. Borello RIA453
0.0% of portfolio›$19.6K
Cranbrook Wealth Management, LLC401
0.0% of portfolio›$17.4K
Burk Holdings LLC400
0.0% of portfolio›$17.3K
Compass Financial Management LLC380
0.0% of portfolio›$16.5K
Farmers & Merchants Investments Inc360
0.0% of portfolio›$15.6K
Beacon Investment Advisory Services, Inc.337
0.0% of portfolio›$14.6K
GHP Investment Advisors, Inc.321
0.0% of portfolio›$13.9K
SRH Advisors, LLC308
0.0% of portfolio›$13.3K
Redwood Park Advisors LLC306
0.0% of portfolio›$13.3K
Westside Investment Management, Inc.306
0.0% of portfolio›$13.3K
Prudent Man Investment Management, Inc.300
0.0% of portfolio›$13.0K
MV Capital Management, Inc.296
0.0% of portfolio›$12.8K
Princeton Global Asset Management LLC294
0.0% of portfolio›$12.7K
Private Wealth Management Group, LLC282
0.0% of portfolio›$12.2K
Investment Research & Advisory Group, Inc.280
0.0% of portfolio›$12.7K
New England Capital Financial Advisors LLC261
0.0% of portfolio›$11.3K
Creative Financial Designs Inc248
0.0% of portfolio›$10.7K
1620 Investment Advisors, Inc.238
0.0% of portfolio›$10.3K
Arlington Trust Co LLC229
0.0% of portfolio›$9.9K
Fortitude Family Office, LLC227
0.0% of portfolio›$9.8K
Gen-Wealth Partners Inc217
0.0% of portfolio›$9.4K
Rosenberg Matthew Hamilton214
0.0% of portfolio›$9.3K
Avion Wealth212
0.0% of portfolio›$9
Key FInancial Inc209
0.0% of portfolio›$9.1K
Main Street Group, LTD208
0.0% of portfolio›$9.0K
WPG Advisers, LLC194
0.0% of portfolio›$8.4K
Hughes Financial Services, LLC179
0.0% of portfolio›$8.4K
Elevation Wealth Partners, LLC177
0.0% of portfolio›$7.7K
North Point Portfolio Managers Corp171
0.0% of portfolio›$7.4K
GGM Financial LLC170
0.0% of portfolio›$7.4K
Meriwether Wealth & Planning, LLC154
0.0% of portfolio›$6.7K
General Partner, Inc.150
0.0% of portfolio›$6.5K
Tompkins Financial Corp150
0.0% of portfolio›$6.5K
Byrne Asset Management LLC142
0.0% of portfolio›$6.2K
Wealth Enhancement Trust Services, Inc.135
0.0% of portfolio›$5.9K
Essential Partners LLC131
0.0% of portfolio›$5.7K
Montgomery Financial Services LLC129
0.0% of portfolio›$5.6K
Barrett & Company, Inc.123
0.0% of portfolio›$5.3K
Bay Harbor Wealth Management, LLC100
0.0% of portfolio›$4.3K
Trust Co of Vermont96
0.0% of portfolio›$4.2K
MB, Levis & Associates, LLC94
0.0% of portfolio›$4.1K
Leonteq Securities AG93
0.0% of portfolio›$4.0K
Bell Investment Advisors, Inc89
0.0% of portfolio›$3.9K
Bare Financial Services, Inc88
0.0% of portfolio›$3.8K
Financial Perspectives, Inc82
0.0% of portfolio›$3.6K
Holos Integrated Wealth LLC73
0.0% of portfolio›$3.3K
Proathlete Wealth Management LLC73
0.0% of portfolio›$3.2K
Heritage Family Offices, LLP70
0.0% of portfolio›$3.0K
Archer Investment Corp66
0.0% of portfolio›$2.9K
Ares Financial Consulting, LLC60
0.0% of portfolio›$2.6K
Ascentis Wealth Management, LLC60
0.0% of portfolio›$2.6K
Financial Consulate, Inc60
0.0% of portfolio›$2.6K
Foresight Capital Management Advisors, Inc.57
0.0% of portfolio›$2.5K
Adirondack Trust Co55
0.0% of portfolio›$2.4K
Planning Strategies Inc.53
0.0% of portfolio›$2.3K
Creative Capital Management Investments LLC53
0.0% of portfolio›$2.3K
Maseco LLP50
0.0% of portfolio›$2.2K
KFG LLC49
0.0% of portfolio›$2.1K
Financial Management Professionals, Inc.47
0.0% of portfolio›$2.0K
Grove Bank & Trust46
0.0% of portfolio›$2.0K
Highline Wealth Partners LLC45
0.0% of portfolio›$2.0K
Washington Trust Advisors, Inc.45
0.0% of portfolio›$2.0K
Plante Moran Financial Advisors, LLC42
0.0% of portfolio›$1.8K
DiNuzzo Private Wealth, Inc.39
0.0% of portfolio›$1.7K
Bfsg, LLC35
0.0% of portfolio›$1.5K
Aspect Partners, LLC30
0.0% of portfolio›$1.3K
Clark Wealth Partners28
0.0% of portfolio›$1.2K
Smallwood Wealth Investment Management, LLC27
0.0% of portfolio›$1.2K
High Note Wealth, LLC27
0.0% of portfolio›$1.2K
Torren Management, LLC26
0.0% of portfolio›$1.1K
Mosley Wealth Management25
0.0% of portfolio›$1.1K
Ashurst Perkins Coie Trust Co25
0.0% of portfolio›$1.1K
American Capital Advisory, LLC24
0.0% of portfolio›$1.0K
WestEnd Advisors, LLC24
0.0% of portfolio›$1.0K
William Mack & Associates, Inc.24
0.0% of portfolio›$1.0K
Davis Capital Management23
0.0% of portfolio›$997
Retirement Wealth Solutions LLC22
0.0% of portfolio›$954
Nvest Wealth Strategies, Inc.20
0.0% of portfolio›$868
Quaker Wealth Management, LLC17
0.0% of portfolio›$737
Wolff Wiese Magana LLC15
0.0% of portfolio›$650
Nvwm, LLC15
0.0% of portfolio›$650
Valley National Advisers Inc14
0.0% of portfolio›$607
Tradewinds Capital Management, LLC12
0.0% of portfolio›$531
Key Capital Management, Inc11
0.0% of portfolio›$477
Abound Wealth Management11
0.0% of portfolio›$477
TFC Financial Management, Inc.8
0.0% of portfolio›$347
DecisionPoint Financial, LLC8
0.0% of portfolio›$348
Tounjian Advisory Partners, LLC8
0.0% of portfolio›$337
Godsey & Gibb, Inc6
0.0% of portfolio›$260
Maryland Capital Advisors Inc.2
0.0% of portfolio›$87
Nfsg Corp1
0.0% of portfolio›$43
Gilpin Wealth Management, LLC1
0.0% of portfolio›$44
Birch Financial Group, LLC1
0.0% of portfolio›$42
IMG Wealth Management, Inc.1
0.0% of portfolio›$43
Monetary Solutions, Ltd1
0.0% of portfolio›$43
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
10,832,736$470.0M0.7%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
2,835,516$122.9M0.0%IndexLowAustin, TX2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
1,376,973$59.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
Assenagon Asset Management S.A.
1,273,916$55.2M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
Sumitomo Mitsui Trust Group, Inc.
1,108,986$48.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
UniSuper Management Pty Ltd
891,680$38.6M0.2%GrowthLowMelbourne, Victoria, China2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
876,321$38.0M0.2%CoreLowHarrisburg, PA2026-11-03
Citigroup Inc
853,230$37.0M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
755,951$32.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Alps Advisors Inc
680,091$29.5M0.1%YieldLowDenver, CO2026-11-03
Old Republic International Corp
631,500$27.4M2.8%YieldVery LowChicago, IL2026-10-26
Principal Financial Group Inc
565,457$24.5M0.0%CoreLowDes Moines, IA2026-11-02
Truist Financial Corp
376,010$16.3M0.0%CoreLowCharlotte, NC2026-10-30
Asset Management One Co., Ltd.
372,695$16.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
New York State Teachers Retirement System
348,901$15.1M0.1%CoreVery LowAlbany, NY2026-10-22
Wedge Capital Management L L P
304,988$13.2M0.2%ValueMediumCharlotte, NC2026-10-13
First Citizens Bank & Trust Co
287,228$12.4M0.2%CoreMediumRaleigh, NC2026-10-14
Bokf, NA
273,074$11.8M0.2%CoreLowTulsa, OK2026-10-27
Virginia Retirement Systems ET Al
270,350$11.7M0.1%CoreMediumRichmond, VA2026-10-28
Pictet Asset Management Holding SA
242,975$10.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
236,589$10.3M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
221,450$9.6M0.0%IndexVery LowOverland Park, KS2026-11-02
CIBC Asset Management Inc
213,559$9.3M0.0%GARPLowToronto, South Africa2026-11-05
Bryn Mawr Trust Advisors, LLC
204,022$8.8M0.4%CoreLowPhiladelphia, PA2026-11-04
IFM Investors Pty Ltd
196,339$8.5M0.1%IndexVery LowMelbourne, China2026-10-14
Davenport & Co LLC
181,877$7.9M0.0%CoreMediumRichmond, VA2026-10-14
Calamos Advisors LLC
174,343$7.6M0.0%GrowthMediumNaperville, IL2026-11-02
State of New Jersey Common Pension Fund D
173,893$7.5M0.0%CoreLowTrenton, NJ2026-11-05
Commonwealth Equity Services, LLC
153,458$6.6M0.0%ETFLowWaltham, MA2026-11-02
CoreCap Advisors, LLC
152,895$6.6M0.2%ETFMediumSouthfield, MI2026-10-08
Swiss Life Asset Management Ltd
150,216$6.5M0.0%CoreLowZurich, Switzerland2026-11-03
Arizona State Retirement System
150,079$6.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Czech National Bank
149,631$6.5M0.0%IndexVery LowPrague, Bahrain2026-10-13
Stablepoint Partners, LLC
140,842$6.1M0.8%CoreLowBraintree, MA2026-11-03
Howard Capital Management, LLC
139,581$6.0M0.1%ETFHighAlpharetta, GA2026-10-16
DekaBank Deutsche Girozentrale
133,518$5.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mirae Asset Global Investments Co., Ltd.
132,650$5.7M0.0%GrowthLowSeoul, Malaysia2026-11-03
State of Michigan Retirement System
130,844$5.7M0.0%IndexLowEast Lansing, MI2026-10-27
TD Private Client Wealth LLC
119,548$5.2M0.1%ETFLowNew York, NY2026-10-28
Atria Investments, Inc
115,000$5.0M0.0%CoreMediumCharlotte, NC2026-10-15
ProShare Advisors LLC
114,859$5.0M0.0%GrowthLowBethesda, MD2026-10-29
Xponance LLC
114,683$5.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Meridian Wealth Management, LLC
113,163$4.9M0.1%GrowthLowLexington, KY2026-11-05
Cornerstone Wealth Group, LLC
110,538$4.8M0.3%CoreMediumHuntersville, NC2026-11-02
Retirement Systems of Alabama
109,212$4.7M0.0%IndexLowMontgomery, AL2026-11-04
Slocum, Gordon & Co LLP
108,500$4.7M3.3%YieldMediumNewport, RI2026-10-19
Daiwa Securities Group Inc.
98,647$4.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Lido Advisors, LLC
97,326$4.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Neos Investment Management LLC
96,820$4.2M0.0%IndexVery LowWestport, CT2026-11-04
Rakuten Investment Management, Inc.
95,342$4.2M0.0%ETFMediumTokyo, Mexico2026-10-30
Assetmark, Inc
90,316$3.9M0.0%ETFLowConcord, CA2026-10-21
Amalgamated Bank
89,899$3.9M0.1%CoreVery LowNew York, NY2026-10-23
Mn Services Vermogensbeheer B.V.
87,200$3.8M0.1%CoreVery LowThe Hague, Philippines2026-10-08
Yousif Capital Management, LLC
79,311$3.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fulton Bank, N.A.
78,065$3.4M0.1%CoreLowLancaster, PA2026-10-14
Wilmington Savings Fund Society, FSB
73,695$3.2M0.1%CoreLowWilmington, DE2026-10-23
Daymark Wealth Partners, LLC
73,362$3.2M0.1%CoreLowCincinnati, OH2026-11-04
AdvisorNet Financial, Inc
73,046$3.3M0.2%ETFLowMinnetonka, MN2026-10-15
New York Life Investment Management LLC
72,452$3.1M0.0%GrowthLowNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
72,155$3.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Sowell Financial Services LLC
71,624$3.1M0.1%CoreLowNorth Little Rock, AR2026-10-23
Cambridge Investment Research Advisors, Inc.
70,048$3.0M0.0%ETFLowFairfield, IA2026-11-02
American Assets Investment Management, LLC
70,000$3.0M0.2%GARPVery LowSan Diego, CA2026-10-30
KBC Group NV
64,237$2.8M0.0%CoreMediumBrussels, Czech Republic2026-10-22
Oregon Public Employees Retirement Fund
63,979$2.8M0.0%IndexVery LowTigard, OR2026-10-30
AGF Management LTD
61,378$2.7M0.0%GrowthHighToronto, Australia2026-11-03
Vise Technologies, Inc.
58,467$2.5M0.0%IndexLowNew York, NY2026-10-29
Raleigh Capital Management Inc.
57,375$2.5M0.8%CoreMediumCary, NC2026-10-28
ABN Amro Investment Solutions
56,008$2.4M0.0%GrowthLowParis Cedex 008, India2026-10-21
Mutual of America Capital Management LLC
53,555$2.3M0.0%IndexLowNew York, NY2026-10-23
Midwest Trust Co
51,299$2.2M0.0%CoreLowOverland Park, KS2026-10-22
Harrison Street Private Wealth LLC
51,213$2.2M3.0%YieldVery LowDenver, CO2026-10-26
First Bank & Trust
49,739$2.2M0.3%CoreLowBrookings, SD2026-10-19
Hennion & Walsh Asset Management, Inc.
49,556$2.1M0.1%ValueMediumParsippany, NJ2026-10-13
State of Alaska, Department of Revenue
49,333$2.1M0.1%CoreVery LowJuneau, AK2026-10-15
Ethic Inc.
48,621$2.1M0.0%CoreLowNew York, NY2026-11-03
Nisa Investment Advisors, LLC
48,365$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Ascent Group, LLC
48,045$2.1M0.1%CoreLowVirginia Beach, VA2026-10-30
Kohmann Bosshard Financial Services, LLC
47,810$2.1M0.2%ETFLowFairlawn, OH2026-11-04
Kestra Advisory Services, LLC
46,990$2.0M0.0%CoreLowAustin, TX2026-11-02
Linden Thomas Advisory Services, LLC
44,728$1.9M0.2%CoreLowCharlotte, NC2026-10-19
Gulf International Bank (UK) Ltd
41,783$1.8M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Verdence Capital Advisors LLC
41,377$1.8M0.1%CoreMediumHunt Valley, MD2026-10-26
United Asset Strategies, Inc.
39,178$1.7M0.1%GrowthLowGarden City, NY2026-10-28
Spirit of America Management Corp
37,900$1.6M0.3%GARPLowSyosset, NY2026-10-14
Sigma Planning Corp
36,449$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Park Avenue Securities LLC
35,803$1.6M0.0%ETFMediumNew York, NY2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
35,209$1.5M0.0%CoreMediumKobenhavn, Greece2026-10-22
Inspire Investing, LLC
31,242$1.4M0.1%GARPHighMeridian, ID2026-10-22
Fideuram Asset Management (Ireland) dac
30,692$1.5M0.0%CoreHighDublin 1, Lithuania2026-10-29
J. Safra Sarasin Holding AG
29,094$1.3M0.0%CoreMediumBasel, Switzerland2026-10-26
Beacon Financial Advisory LLC
28,957$1.3M0.2%ETFLowCleveland, OH2026-10-16
Fourpath Capital Management, LLC
28,148$1.2M0.2%CoreMediumOklahoma City, OK2026-10-19
Hartford Investment Management Co
28,041$1.2M0.0%IndexVery LowHartford, CT2026-11-04
MGO One Seven LLC
26,639$1.2M0.0%GrowthLowBeachwood, OH2026-10-28
Louisiana State Employees Retirement System
25,600$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Exchange Traded Concepts, LLC
25,282$1.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
RIA Advisory Group LLC
25,019$1.1M0.3%ETFHighSioux Falls, SD2026-10-15
Elevation Point Wealth Partners, LLC
24,947$1.1M0.0%CoreHighDenver, CO2026-11-05
D.A. Davidson & Co.
24,061$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Concurrent Investment Advisors, LLC
23,743$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Sterling Capital Management LLC
23,443$1.0M0.0%GARPMediumCharlotte, NC2026-10-22
LFG Wealth Partners, LLC
22,721$984.5K0.4%CoreMediumElizabethtown, KY2026-10-28
Provenance Wealth Advisors, LLC
22,563$977.7K0.1%ETFLowFort Lauderdale, FL2026-10-30
Tokio Marine Asset Management Co LTD
21,788$944.1K0.0%GrowthLowTokyo, Mexico2026-10-26
Crossmark Global Holdings, Inc.
21,465$930.1K0.0%GARPMediumHouston, TX2026-10-21
Equitable Trust Co
21,363$925.7K0.0%CoreLowNashville, TN2026-10-13
Hunter Associates Investment Management LLC
21,165$917.0K0.2%CoreLowPittsburgh, PA2026-10-26
HB Wealth Management, LLC
20,962$908.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Arvest Investments, Inc.
19,967$865.2K0.1%ETFLowLowell, AR2026-10-21
Keybank National Association
19,476$843.9K0.0%CoreLowBrooklyn, OH2026-11-04
Farther Finance Advisors, LLC
19,330$837.6K0.0%IndexLowSan Francisco, CA2026-10-08
Avanza Fonder AB
19,324$837.3K0.0%GrowthLowStockholm, Sweden2026-10-13
Gamma Investing LLC
18,430$798.6K0.0%IndexVery LowFoster City, CA2026-10-08
CenterBook Partners LP
18,260$791.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Harbor Investment Advisory, LLC
18,242$790.4K0.1%GrowthLowLutherville, MD2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
17,570$761.3K0.0%GrowthVery LowSeattle, WA2026-10-27
Quadcap Wealth Management, LLC
17,509$758.7K0.1%ETFLowFrisco, TX2026-11-02
Glenview Trust Co
17,016$737.3K0.0%GrowthVery LowLouisville, KY2026-10-28
FSM Wealth Advisors, LLC
16,982$761.7K0.1%ETFLowCleveland, OH2026-10-27
North Dakota State Investment Board
16,849$730.1K0.0%GrowthMediumBismarck, ND2026-10-27
Evergreen Capital Management LLC
16,393$710.3K0.0%GARPMediumBellevue, WA2026-10-23
B. Metzler seel. Sohn & Co. AG
16,365$709.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
PensionDanmark Pensionsforsikringsaktieselskab
15,880$688.1K0.0%IndexLowCopenhagen O, Greece2026-10-19
Profund Advisors LLC
15,615$676.6K0.0%GrowthLowBethesda, MD2026-10-29
Leo Wealth, LLC
15,132$655.7K0.1%CoreLowHurst, TX2026-10-26
Chicago Partners Investment Group LLC
15,032$693.7K0.0%GARPLowChicago, IL2026-10-27
Laurel OAK Wealth Management, LLC
14,113$611.5K0.1%GrowthLowMarlton, NJ2026-10-19
Strs Ohio
13,841$599.7K0.0%CoreMediumColumbus, OH2026-10-30
Everhart Financial Group, Inc.
13,535$586.5K0.0%ETFLowDublin, OH2026-10-08
Oppenheimer & Co Inc
13,404$580.8K0.0%CoreLowNew York, NY2026-10-26
International Assets Investment Management, LLC
13,331$578.4K0.0%CoreVery HighOrlando, FL2026-11-02
Code Waechter LLC
13,327$577.5K0.3%ETFLowTampa, FL2026-10-23
AlphaCore Capital LLC
12,477$540.6K0.0%ETFLowLa Jolla, CA2026-11-04
Rockport Wealth LLC
12,367$535.9K0.1%ETFMediumFairview Park, OH2026-11-03
111 Capital
12,234$530.1K0.1%CoreVery HighParis, India2026-11-03
Csenge Advisory Group
11,639$504.3K0.0%ETFMediumClearwater, FL2026-11-04
Tema Etfs LLC
11,558$500.8K0.0%GrowthMediumNew York, NY2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
11,432$495.4K0.0%ETFMediumWestlake, OH2026-10-14
Greenleaf Trust
11,375$492.9K0.0%CoreLowKalamazoo, MI2026-10-29
Lantz Financial LLC
11,300$489.6K0.1%ETFLowNaperville, IL2026-10-15
Meyer Handelman Co
10,867$470.9K0.0%CoreLowRye Brook, NY2026-10-28
Twelve Points Wealth Management LLC
10,829$508.0K0.1%ETFMediumConcord, MA2026-11-03
Welch Group, LLC
10,314$446.9K0.0%CoreVery LowBirmingham, AL2026-10-29
Choreo, LLC
10,279$445.4K0.0%IndexLowRockford, IL2026-10-28
Cornell Pochily Investment Advisors, Inc.
9,907$429.3K0.1%CoreLowIthaca, NY2026-10-19
Total Wealth Planning & Management, Inc.
9,900$429.0K0.3%CoreMediumPonte Vedra Beach, FL2026-10-23
Ti-Trust, Inc
9,865$427.5K0.2%CoreVery LowQuincy, IL2026-10-21
Keudell ison Wealth Management
9,685$419.7K0.1%ETFMediumSalem, OR2026-10-16
Accurate Wealth Management, LLC
9,669$437.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
Wedmont Private Capital
9,441$423.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Beese Fulmer Investment Management, Inc.
9,428$408.5K0.0%CoreLowCanton, OH2026-10-23
Gateway Investment Advisers LLC
9,426$408.4K0.0%GrowthLowCincinnati, OH2026-10-13
Diversified Enterprises, LLC
9,343$404.8K0.0%ETFVery LowWilmington, DE2026-10-19
Apollon Wealth Management, LLC
9,144$396.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Revisor Wealth Management LLC
9,082$419.5K0.1%CoreLowAkron, OH2026-10-20
Retirement Planning Group, LLC
9,080$393.4K0.0%ETFVery LowLeawood, KS2026-10-19
Schuylkill Financial LLC
8,989$389.5K0.4%ETFN/AWyomissing, PA2026-10-21
V-Square Quantitative Management LLC
8,778$380.4K0.0%CoreLowChicago, IL2026-10-15
Breakwater Capital Group
8,567$371.2K0.0%ETFLowParamus, NJ2026-10-09
HUB Investment Partners, LLC
8,384$363.3K0.0%GrowthLowAustin, TX2026-11-03
Brighton Jones LLC
8,202$355.4K0.0%CoreVery LowSeattle, WA2026-11-03
Old North State Wealth Management, LLC
8,126$352.3K0.1%ValueMediumWilmington, NC2026-10-22
NorthCrest Asset Manangement, LLC
8,000$358.8K0.0%GrowthLowPlymouth, MN2026-10-13
IFP Advisors, Inc
7,765$336.5K0.0%GrowthLowTampa, FL2026-10-16
CX Institutional
7,715$3340.0%CoreMediumAuburn, IN2026-10-02
Mystic Asset Management, Inc.
7,597$329.2K0.1%CoreVery LowWarwick, RI2026-10-15
High Point Wealth Management, LLC
7,507$325.3K0.3%ETFLowChester, NJ2026-11-05
Quadrant Capital Group LLC
7,375$333.4K0.0%CoreLowCincinnati, OH2026-10-20
Tritonpoint Wealth, LLC
7,239$313.7K0.0%CoreLowChevy Chase, MD2026-10-19
Caitong International Asset Management Co., Ltd
7,164$310.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Genesis Private Wealth, LLC
7,161$310.3K0.1%ETFLowAshburn, VA2026-11-02
Sagespring Wealth Partners, LLC
7,151$309.9K0.0%ETFLowFranklin, TN2026-10-22
Asset One Wealth Management LLC
6,997$303.2K0.0%GrowthLowBellevue, WA2026-11-02
Wesbanco Bank Inc
6,964$301.8K0.0%CoreLowWheeling, WV2026-11-04
Capital Investment Advisors, LLC
6,963$301.7K0.0%CoreLowAtlanta, GA2026-10-22
Axxcess Wealth Management, LLC
6,740$292.0K0.0%CoreLowCarlsbad, CA2026-10-21
Aprio Wealth Management, LLC
6,739$292.0K0.0%ETFMediumAtlanta, GA2026-10-28
Burford Brothers, Inc.
6,638$287.6K0.1%CoreLowDallas, TX2026-10-21
Camden National Bank
6,510$282.1K0.0%CoreVery LowCamden, ME2026-11-02
Parallel Advisors, LLC
6,413$277.9K0.0%IndexLowSan Francisco, CA2026-11-03
Procyon Advisors, LLC
6,402$277.4K0.0%CoreVery LowShelton, CT2026-10-21
Simplicity Wealth,LLC
6,362$275.7K0.0%ETFLowSummit, NJ2026-10-23
Grimes & Co Wealth Management, LLC
6,338$274.6K0.0%CoreLowWestborough, MA2026-10-29
Vontobel Holding Ltd.
6,238$270.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Tranquility Partners, LLC
6,195$268.5K0.1%CoreLowBrentwood, TN2026-10-20
Wedbush Securities Inc
6,124$265.0K0.0%CoreLowPasadena, CA2026-10-22
Signaturefd, LLC
6,053$262.3K0.0%IndexLowAtlanta, GA2026-10-23
Intrua Financial, LLC
5,957$258.1K0.0%ETFMediumHouston, TX2026-10-28
Private Trust Co NA
5,952$257.9K0.0%CoreLowCleveland, OH2026-10-20
Kestra Private Wealth Services, LLC
5,912$256.2K0.0%GrowthLowAustin, TX2026-10-30
Fifth Third Wealth Advisors LLC
5,846$253.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Searle & Co.
5,837$252.9K0.1%CoreLowGreenwich, CT2026-11-04
Cidel Asset Management Inc
5,792$251.0K0.0%CoreMediumToronto, Australia2026-10-29
Prime Capital Investment Advisors, LLC
5,513$238.9K0.0%ETFLowOverland Park, KS2026-10-20
Jeppson Wealth Management, LLC
5,453$236.3K0.1%CoreLowManhattan Beach, CA2026-10-20
Alpha Family Trust
5,435$258.4K0.1%GrowthLowLos Angeles, CA2026-11-04
Capital Investment Advisory Services, LLC
5,429$234.5K0.0%CoreMediumRaleigh, NC2026-10-30
Citizens Financial Group Inc
5,340$231.4K0.0%GrowthLowProvidence, RI2026-10-23
Lionshead Wealth Management, LLC
5,294$229.4K0.2%ETFLowNew York, NY2026-10-21
GW Henssler & Associates LTD
5,240$227.1K0.0%CoreMediumKennesaw, GA2026-10-26
Kingswood Wealth Advisors, LLC
5,226$226.4K0.0%GrowthLowSan Diego, CA2026-10-23
Cornerstone Wealth Management, LLC
5,225$226.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Root Financial Partners, LLC
5,202$225.4K0.0%ETFMediumEncinitas, CA2026-10-21
Affinity Capital Advisors, LLC
5,134$231.0K0.0%ETFLowBerkeley, CA2026-10-13
Cigna Investments Inc
5,132$222.0K0.1%CoreVery LowBloomfield, CT2026-10-19
Sterling Investment Counsel, LLC
5,083$220.2K0.1%GrowthLowBuffalo, NY2026-10-19
Norris Perne & French LLP
5,052$218.9K0.0%GrowthLowGrand Rapids, MI2026-10-23
Valeo Financial Advisors, LLC
5,041$218.4K0.0%ETFLowCarmel, IN2026-10-08
Firethorn Wealth Partners, LLC
5,013$217.2K0.1%ETFLowAugusta, GA2026-10-14
Brookstone Capital Management
4,946$214.3K0.0%ETFMediumWheaton, IL2026-10-22
Crestwood Advisors Group, LLC
4,865$210.8K0.0%GrowthLowBoston, MA2026-10-27
LeConte Wealth Management, LLC
4,806$208.2K0.1%GrowthMediumMaryville, TN2026-10-20
Eagle Strategies LLC
4,779$207.1K0.0%ETFLowNew York, NY2026-10-16
RKL Wealth Management LLC
4,761$206.3K0.0%ETFVery LowLancaster, PA2026-10-16
Lloyd Advisory Services, Llc.
4,751$205.9K0.1%ETFVery HighSuwanee, GA2026-11-02
Onyx Bridge Wealth Group LLC
4,737$205.3K0.0%ETFMediumTarrytown, NY2026-10-16
Mather Group, Llc.
4,694$203.4K0.0%ETFMediumChicago, IL2026-10-14
First Horizon Corp
4,677$202.7K0.0%CoreLowMemphis, TN2026-10-26
Teza Capital Management LLC
4,633$200.7K0.2%ValueHighAustin, TX2026-10-23
JFS Wealth Advisors, LLC
4,564$197.8K0.0%ETFVery LowHermitage, PA2026-11-03
Montag A & Associates Inc
4,190$181.6K0.0%CoreLowAtlanta, GA2026-10-29
Nemes Rush Group LLC
4,025$174.4K0.0%CoreVery LowNovi, MI2026-11-04
Richardson Financial Services Inc.
3,973$172.2K0.1%GrowthMediumMedway, MA2026-10-30
Lanark Financial, Inc.
3,821$165.6K0.0%CoreMediumBirmingham, AL2026-10-26
Cullen T Bankers, Inc.
3,362$145.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Axiom Investment Management LLC
3,258$141.2K0.1%CoreN/ANew York, NY2026-11-03
Roxbury Financial LLC
3,250$140.8K0.1%CoreVery LowMount Arlington, NJ2026-10-01
EverSource Wealth Advisors, LLC
3,117$135.1K0.0%CoreMediumBirmingham, AL2026-11-04
Curat Global, LLC
2,987$129.4K0.1%CoreMediumSpringfield, NH2026-10-26
Bank & Trust Co
2,827$122.5K0.1%ValueVery LowLitchfield, IL2026-10-07
Fulcrum Asset Management LLP
2,816$122.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Parkside Financial Bank & Trust
2,770$120.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Union Bancaire Privee, UBP SA
2,663$116.2K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
First Premier Bank
2,510$109.0K0.1%CoreVery LowSioux Falls, SD2026-10-13
Stone House Investment Management, LLC
2,294$99.4K0.0%ETFMediumTunkhannock, PA2026-10-23
Hazlett, Burt & Watson, Inc.
2,043$49.0K0.0%CoreVery LowWheeling, WV2026-11-04
Spire Wealth Management
1,955$84.7K0.0%GrowthMediumMclean, VA2026-10-30
Versant Capital Management, Inc
1,939$84.0K0.0%GARPLowPhoenix, AZ2026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,931$83.7K0.0%GrowthVery LowBoston, MA2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,903$82.5K0.0%GARPLowMansfield, OH2026-10-27
Y.D. More Investments Ltd
1,836$79.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Cromwell Holdings LLC
1,796$77.8K0.0%IndexLowJackson, WY2026-10-28
Elyxium Wealth, LLC
1,775$76.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Deseret Mutual Benefit Administrators
1,754$76.0K0.0%CoreMediumSalt Lake City, UT2026-11-04
Independence Bank of Kentucky
1,710$74.1K0.0%GrowthLowOwensboro, KY2026-10-26
Pension & Wealth Management Advisors, Inc.
1,667$72.2K0.0%ETFLowWaltham, MA2026-10-16
Armstrong Advisory Group, Inc
1,645$71.3K0.0%ETFHighNeedham, MA2026-10-09
Center for Financial Planning, Inc.
1,592$69.0K0.0%ETFLowSouthfied, MI2026-10-26
Caldwell Trust Co
1,524$66.0K0.0%GrowthLowVenice, FL2026-10-30
First United Bank & Trust
1,466$63.5K0.0%CoreLowOakland, MD2026-10-22
SJS Investment Consulting Inc.
1,278$55.4K0.0%ETFVery LowSylvania, OH2026-10-26
MH & Associates Securities Management Corp
1,206$52.3K0.0%YieldLowCarlsbad, CA2026-10-30
Hilton Head Capital Partners, LLC
1,201$52.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Oakworth Capital, Inc.
1,198$51.9K0.0%ETFLowBirmingham, AL2026-10-26
Salomon & Ludwin, LLC
1,149$49.8K0.0%ETFVery LowRichmond, VA2026-10-29
North Star Investment Management Corp.
1,055$45.7K0.0%CoreLowChicago, IL2026-10-27
Balance Wealth Partners LLC
1,052$45.6K0.0%ETFMediumWorthington, OH2026-10-27
Latitude Advisors, LLC
1,040$45.1K0.0%ETFLowYorkville, IL2026-10-27
Hussman Strategic Advisors, Inc.
1,000$43.3K0.0%YieldVery HighEllicott City, MD2026-11-02
Cedar Mountain Advisors, LLC
972$42.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Signature Equity Partners, LLC
949$41.1K0.0%GrowthMediumColumbus, OH2026-10-29
GK Wealth Management LLC
944$40.9K0.0%GARPVery HighReno, NV2026-10-09
Towne Trust Company, N.a
928$40.2K0.0%CoreLowNewport News, VA2026-10-28
Networth Advisors, LLC
913$39.6K0.0%ETFMediumCanonsburg, PA2026-11-03
Ascentis Independent Advisors
903$39.1K0.0%ETFLowDallas, TX2026-11-03
City Holding Co
862$37.3K0.0%CoreLowCharleston, WV2026-10-19
Elevated Capital Advisors, LLC
855$37.0K0.0%ETFMediumSandy, UT2026-11-04
MassMutual Private Wealth & Trust, FSB
854$37.0K0.0%CoreLowSpringfield, MA2026-10-05
SBI Securities Co., Ltd.
819$35.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Quest 10 Wealth Builders, Inc.
778$33.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Pinnacle Bancorp, Inc.
754$32.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Manchester Capital Management LLC
746$32.3K0.0%CoreLowManchester, VT2026-10-22
Capital Advisors, Ltd. LLC
739$32.0K0.0%ETFLowShaker Heights, OH2026-10-27
Eastern Bank
734$31.8K0.0%GrowthMediumBoston, MA2026-10-05
Harel Insurance Investments & Financial Services Ltd.
731$320.0%GrowthHighRamat Gan, Luxembourg2026-11-02
POM Investment Strategies, LLC
705$30.5K0.0%ETFVery HighRaleigh, NC2026-10-20
Olistico Wealth, LLC
700$30.3K0.0%GrowthVery LowTulsa, OK2026-10-05
City State Bank
660$28.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Owl Creek Wealth Partners LLC
649$28.1K0.0%IndexLowGreenwood Village, CO2026-10-20
GoalVest Advisory LLC
646$28.0K0.0%ETFMediumNew York, NY2026-10-02
Livelsberger Financial Advisory
645$27.9K0.2%YieldVery LowAshland, OH2026-10-28
Tsfg, LLC
632$270.0%ETFLowLake Forest, IL2026-10-23
Farmers & Merchants Trust Co of Chambersburg PA
601$26.0K0.0%GARPLowChambersburg, PA2026-10-14
Kennebec Savings Bank
600$26.0K0.0%CoreLowAugusta, ME2026-10-22
Buck Wealth Strategies, LLC
553$24.0K0.0%ValueMediumDenver, CO2026-10-28
Canton Hathaway, LLC
500$21.7K0.0%ValueLowProvidence, RI2026-10-23
Physician Wealth Advisors, Inc.
489$21.2K0.0%ETFMediumMidvale, UT2026-10-20
Hilltop National Bank
487$21.1K0.0%CoreLowCasper, WY2026-10-14
True Wealth Design, LLC
475$20.6K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
471$200.0%ValueHighLondon, United Kingdom2026-10-30
Blue Trust, Inc.
469$20.3K0.0%ETFLowBrentwood, TN2026-10-15
James T. Borello RIA
453$19.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Cranbrook Wealth Management, LLC
401$17.4K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Burk Holdings LLC
400$17.3K0.0%ETFVery LowTulsa, OK2026-11-05
Compass Financial Management LLC
380$16.5K0.0%CoreN/ATampa, FL2026-10-30
Farmers & Merchants Investments Inc
360$15.6K0.0%CoreVery LowLincoln, NE2026-10-22
Beacon Investment Advisory Services, Inc.
337$14.6K0.0%GrowthLowMorristown, NJ2026-10-13
GHP Investment Advisors, Inc.
321$13.9K0.0%CoreVery LowDenver, CO2026-10-15
SRH Advisors, LLC
308$13.3K0.0%ETFVery LowSalina, KS2026-10-22
Redwood Park Advisors LLC
306$13.3K0.0%ETFVery LowRedwood City, CA2026-11-02
Westside Investment Management, Inc.
306$13.3K0.0%GrowthLowSanta Monica, CA2026-11-02
Prudent Man Investment Management, Inc.
300$13.0K0.0%ETFVery LowLouisville, CO2026-11-03
MV Capital Management, Inc.
296$12.8K0.0%ETFLowBethesda, MD2026-10-29
Princeton Global Asset Management LLC
294$12.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Private Wealth Management Group, LLC
282$12.2K0.0%ETFLowPrinceton, NJ2026-10-19
Investment Research & Advisory Group, Inc.
280$12.7K0.0%GrowthVery LowAtlanta, GA2026-10-19
New England Capital Financial Advisors LLC
261$11.3K0.0%ETFLowMeriden, CT2026-11-03
Creative Financial Designs Inc
248$10.7K0.0%ETFMediumKokomo, IN2026-11-04
1620 Investment Advisors, Inc.
238$10.3K0.0%ValueLowPlymouth, MA2026-11-04
Arlington Trust Co LLC
229$9.9K0.0%ETFMediumBirmingham, AL2026-10-20
Fortitude Family Office, LLC
227$9.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Gen-Wealth Partners Inc
217$9.4K0.0%CoreLowZeeland, MI2026-11-04
Rosenberg Matthew Hamilton
214$9.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Avion Wealth
212$90.0%ETFLowThe Woodlands, TX2026-11-04
Key FInancial Inc
209$9.1K0.0%ETFLowWest Chester, PA2026-11-02
Main Street Group, LTD
208$9.0K0.0%ETFMediumGlen Allen, VA2026-10-28
WPG Advisers, LLC
194$8.4K0.0%CoreLowBaltimore, MD2026-10-27
Hughes Financial Services, LLC
179$8.4K0.0%ETFLowHerndon, VA2026-10-30
Elevation Wealth Partners, LLC
177$7.7K0.0%ETFLowWalnut Creek, CA2026-10-07
North Point Portfolio Managers Corp
171$7.4K0.0%GrowthLowOrange Village, OH2026-10-07
GGM Financial LLC
170$7.4K0.0%ETFMediumColumbus, OH2026-11-05
Meriwether Wealth & Planning, LLC
154$6.7K0.0%ETFMediumMinden, LA2026-10-13
General Partner, Inc.
150$6.5K0.0%CoreLowPittsburgh, PA2026-10-05
Tompkins Financial Corp
150$6.5K0.0%CoreLowIthaca, NY2026-10-05
Byrne Asset Management LLC
142$6.2K0.0%CoreLowKingston, NJ2026-10-06
Wealth Enhancement Trust Services, Inc.
135$5.9K0.0%GrowthMediumSioux Falls, SD2026-10-07
Essential Partners LLC
131$5.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Montgomery Financial Services LLC
129$5.6K0.0%ETFN/AOcean City, MD2026-11-03
Barrett & Company, Inc.
123$5.3K0.0%ETFLowProvidence, RI2026-10-22
Bay Harbor Wealth Management, LLC
100$4.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Trust Co of Vermont
96$4.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
MB, Levis & Associates, LLC
94$4.1K0.0%ETFVery LowCenter Valley, PA2026-10-16
Leonteq Securities AG
93$4.0K0.0%CoreHighZurich, Switzerland2026-10-29
Bell Investment Advisors, Inc
89$3.9K0.0%ETFVery LowOrinda, CA2026-10-29
Bare Financial Services, Inc
88$3.8K0.0%ETFVery LowGap, PA2026-11-04
Financial Perspectives, Inc
82$3.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Holos Integrated Wealth LLC
73$3.3K0.0%ETFLowKennett Square, PA2026-10-23
Proathlete Wealth Management LLC
73$3.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Heritage Family Offices, LLP
70$3.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Archer Investment Corp
66$2.9K0.0%CoreMediumCarmel, IN2026-11-05
Ares Financial Consulting, LLC
60$2.6K0.0%CoreLowCalabasas, CA2026-10-19
Ascentis Wealth Management, LLC
60$2.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Financial Consulate, Inc
60$2.6K0.0%ETFLowHunt Valley, MD2026-10-23
Foresight Capital Management Advisors, Inc.
57$2.5K0.0%CoreMediumSaline, MI2026-10-27
Adirondack Trust Co
55$2.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Planning Strategies Inc.
53$2.3K0.0%ETFN/ALancaster, PA2026-10-02
Creative Capital Management Investments LLC
53$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Maseco LLP
50$2.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
KFG LLC
49$2.1K0.0%ETFN/ARapid City, SD2026-11-02
Financial Management Professionals, Inc.
47$2.0K0.0%ETFMediumAustin, TX2026-10-23
Grove Bank & Trust
46$2.0K0.0%ETFLowMiami, FL2026-10-08
Highline Wealth Partners LLC
45$2.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Washington Trust Advisors, Inc.
45$2.0K0.0%GrowthLowWellesley, MA2026-10-22
Plante Moran Financial Advisors, LLC
42$1.8K0.0%ETFVery LowSouthfield, MI2026-11-04
DiNuzzo Private Wealth, Inc.
39$1.7K0.0%ETFLowBeaver, PA2026-10-16
Bfsg, LLC
35$1.5K0.0%CoreLowIrvine, CA2026-10-30
Aspect Partners, LLC
30$1.3K0.0%ETFMediumFairfax, VA2026-10-20
Clark Wealth Partners
28$1.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Smallwood Wealth Investment Management, LLC
27$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
High Note Wealth, LLC
27$1.2K0.0%ETFVery LowDeephaven, MN2026-10-27
Torren Management, LLC
26$1.1K0.0%ETFMediumSan Diego, CA2026-10-29
Mosley Wealth Management
25$1.1K0.0%ETFHighAnaheim, CA2026-10-16
Ashurst Perkins Coie Trust Co
25$1.1K0.0%CoreVery LowSeattle, WA2026-10-15
American Capital Advisory, LLC
24$1.0K0.0%ETFLowKetchum, ID2026-10-28
WestEnd Advisors, LLC
24$1.0K0.0%ETFMediumCharlotte, NC2026-10-27
William Mack & Associates, Inc.
24$1.0K0.0%ETFLowTroy, MI2026-10-27
Davis Capital Management
23$9970.0%CoreLowJacksonville, FL2026-10-08
Retirement Wealth Solutions LLC
22$9540.0%ETFLowMarshfield, WI2026-10-07
Nvest Wealth Strategies, Inc.
20$8680.0%ETFVery LowPowell, OH2026-10-14
Quaker Wealth Management, LLC
17$7370.0%ETFMediumMoorestown, NJ2026-10-22
Wolff Wiese Magana LLC
15$6500.0%GrowthLowCarslbad, CA2026-10-15
Nvwm, LLC
15$6500.0%GrowthMediumYardley, PA2026-10-14
Valley National Advisers Inc
14$6070.0%ETFLowBethlehem, PA2026-10-23
Tradewinds Capital Management, LLC
12$5310.0%ETFVery HighBellingham, WA2026-10-23
Key Capital Management, Inc
11$4770.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Abound Wealth Management
11$4770.0%ETFVery LowFranklin, TN2026-10-26
TFC Financial Management, Inc.
8$3470.0%ETFVery LowBoston, MA2026-10-26
DecisionPoint Financial, LLC
8$3480.0%ETFVery LowMesa, AZ2026-10-27
Tounjian Advisory Partners, LLC
8$3370.0%GrowthHighFort Myers, FL2026-11-04
Godsey & Gibb, Inc
6$2600.0%CoreLowRichmond, VA2026-10-14
Maryland Capital Advisors Inc.
2$870.0%ETFVery LowChester, MD2026-10-15
Nfsg Corp
1$430.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Gilpin Wealth Management, LLC
1$440.0%GrowthLowDenver, CO2026-10-09
Birch Financial Group, LLC
1$420.0%CoreLowKeene, NH2026-10-27
IMG Wealth Management, Inc.
1$430.0%ETFMediumJacksonville, FL2026-10-27
Monetary Solutions, Ltd
1$430.0%ETFVery LowDayton, OH2026-10-22