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Flexshares Global Upstream N (GUNR)

CUSIP: 33939L407 | NYSE | 905 institutional holders

Quarters

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

First Interstate Bank1,231,513
3.5% of portfolio›$64.9M
Aaron Wealth Advisors LLC1,143,129
3.0% of portfolio›$60.3M
Moller Wealth Partners1,020,446
9.9% of portfolio›$53.8M
Versant Capital Management, Inc912,469
4.1% of portfolio›$48.1M
NBT Bank, N.A.903,403
3.2% of portfolio›$47.6M
Barry Investment Advisors, LLC676,522
6.8% of portfolio›$35.7M
Colony Family Offices, LLC390,978
4.7% of portfolio›$20.6M
Pathway Financial Advisors LLC359,635
2.1% of portfolio›$19.0M
Ledyard National Bank190,298
0.8% of portfolio›$10.0M
Sentinel Trust Co LBA189,739
1.3% of portfolio›$10.0M
First Business Financial Services, Inc.188,023
0.8% of portfolio›$10.6M
CoreCap Advisors, LLC182,164
0.3% of portfolio›$9.6M
Steph & Co181,058
2.4% of portfolio›$9.5M
Cornerstone National Bank & Trust Co162,299
2.8% of portfolio›$8.5M
M Holdings Securities, Inc.152,059
3.3% of portfolio›$8.1M
Arkansas Financial Group, Inc.150,769
1.1% of portfolio›$8.0M
Boltwood Capital Management144,940
1.7% of portfolio›$7.6M
Vestor Capital, LLC132,204
2.7% of portfolio›$43.7K
Vaquero Private Wealth, LTD128,108
1.4% of portfolio›$6.8M
Fermata Advisors, LLC114,092
1.2% of portfolio›$6.0M
Ejmk Ventures LLC100,022
2.2% of portfolio›$5.3M
Walkner Condon Financial Advisors LLC81,125
0.5% of portfolio›$4.3M
Missouri Trust & Investment Co77,899
1.1% of portfolio›$4.1M
Cullen T Bankers, Inc.74,365
0.0% of portfolio›$3.9M
Commonwealth Equity Services, LLC65,781
0.0% of portfolio›$3.5M
Sageworth Trust Co61,217
0.1% of portfolio›$3.2M
Redwood Park Advisors LLC56,407
1.9% of portfolio›$3.0M
Park National Corp56,301
0.1% of portfolio›$3.0M
Fiduciary Alliance LLC55,559
0.2% of portfolio›$2.9M
Entrewealth, LLC50,255
0.9% of portfolio›$2.7M
Cambridge Investment Research Advisors, Inc.48,733
0.0% of portfolio›$2.6M
Moneco Advisors, LLC48,664
0.1% of portfolio›$2.6M
Smallwood Wealth Investment Management, LLC48,206
1.1% of portfolio›$2.5M
Creative Planning47,659
0.0% of portfolio›$2.5M
Wealthcare Advisory Partners LLC45,933
0.0% of portfolio›$2.4M
Concurrent Investment Advisors, LLC45,424
0.0% of portfolio›$2.4M
Mosley Wealth Management43,910
0.7% of portfolio›$2.4M
Spire Wealth Management42,555
0.1% of portfolio›$2.2M
Simon Quick Advisors, LLC42,137
0.1% of portfolio›$2.2M
Etesian Wealth Advisors, Inc.39,493
0.6% of portfolio›$2.1M
Rainier Family Wealth Inc36,707
1.0% of portfolio›$1.9M
Kendall Capital Management28,333
0.2% of portfolio›$1.5M
Mirae Asset Global Investments Co., Ltd.24,600
0.0% of portfolio›$1.3M
Citigroup Inc24,399
0.0% of portfolio›$1.3M
Keybank National Association23,341
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC23,224
0.0% of portfolio›$1.2M
Studio Investment Management LLC22,489
0.2% of portfolio›$1.2M
Gerald Baker Financial Group LLC21,873
0.3% of portfolio›$1.2M
Choreo, LLC21,300
0.0% of portfolio›$1.1M
Factor Wealth Management LTD20,683
0.2% of portfolio›$1.1M
D.A. Davidson & Co.19,299
0.0% of portfolio›$1.0M
Beacon Advisors Holdings, LLC17,870
0.5% of portfolio›$942.5K
Kestra Advisory Services, LLC17,732
0.0% of portfolio›$935.2K
Busey Bank17,510
0.0% of portfolio›$923.5K
Beam Wealth Advisors, Inc.17,240
0.2% of portfolio›$909.2K
Angeles Wealth Management, LLC16,413
0.0% of portfolio›$865.6K
Bokf, NA15,869
0.0% of portfolio›$836.9K
IFP Advisors, Inc15,679
0.0% of portfolio›$826.9K
Greenspring Advisors, LLC14,864
0.0% of portfolio›$783.9K
Pekin Hardy Strauss, Inc.14,548
0.1% of portfolio›$767.3K
First Financial Corp13,565
0.3% of portfolio›$715.4K
Rossby Financial, LCC13,244
0.1% of portfolio›$698.5K
Lunt Capital Management, Inc.12,991
0.3% of portfolio›$685.1K
Fund Evaluation Group, LLC12,948
0.0% of portfolio›$682.9K
Forza Wealth Management, LLC11,238
0.2% of portfolio›$592.7K
Avidian Wealth Enterprises, LLC10,911
0.0% of portfolio›$575.5K
Warren Street Wealth Advisors, LLC10,778
0.1% of portfolio›$568.4K
Chicago Partners Investment Group LLC10,487
0.0% of portfolio›$566.1K
Fiduciary Financial Group, LLC9,688
0.1% of portfolio›$510.9K
Quad-Cities Investment Group, LLC9,031
0.2% of portfolio›$476.3K
Wedbush Securities Inc8,972
0.0% of portfolio›$473.0K
Well Done, LLC8,823
0.1% of portfolio›$465.3K
Resonant Capital Advisors, LLC8,467
0.0% of portfolio›$446.6K
Mather Group, Llc.8,384
0.0% of portfolio›$442.2K
Citizens Financial Group Inc8,227
0.0% of portfolio›$433.9K
Independent Financial Group, LLC8,164
0.0% of portfolio›$430.6K
Gryphon Financial Partners LLC8,125
0.0% of portfolio›$428.5K
Seven Mile Advisory8,098
0.3% of portfolio›$427.1K
Washington Trust Co7,885
0.0% of portfolio›$415.9K
Capital Investment Advisory Services, LLC7,878
0.0% of portfolio›$420.6K
Provident Wealth Management, LLC7,627
0.1% of portfolio›$402.2K
Sageworth Trust Co of South Dakota7,576
0.2% of portfolio›$399.6K
Verus Financial Partners, Inc.6,665
0.0% of portfolio›$351.5K
Lewis Asset Management, LLC6,639
0.1% of portfolio›$350.1K
WealthPlan Investment Management, LLC6,446
0.0% of portfolio›$340.0K
Pinnacle Associates LTD6,334
0.0% of portfolio›$334.1K
Sigma Planning Corp6,304
0.0% of portfolio›$300.0K
Victory Financial Group, LLC6,172
0.0% of portfolio›$325.5K
Fortitude Advisory Group L.L.C.5,930
0.1% of portfolio›$312.7K
Vise Technologies, Inc.5,866
0.0% of portfolio›$309.4K
Nolet Wealth Management, LLC5,650
0.2% of portfolio›$298.0K
AWM Capital, LLC5,622
0.0% of portfolio›$296.5K
Daiwa Securities Group Inc.5,600
0.0% of portfolio›$295.3K
Y-Intercept (Hong Kong) Ltd5,525
0.0% of portfolio›$291.4K
McKinley Carter Wealth Services, Inc.5,498
0.0% of portfolio›$290.0K
Atria Investments, Inc5,427
0.0% of portfolio›$286.2K
Creative Financial Designs Inc5,334
0.0% of portfolio›$281.3K
Parkside Financial Bank & Trust5,330
0.0% of portfolio›$281.1K
Ignite Planners, LLC5,179
0.0% of portfolio›$273.2K
Essex Bank5,050
0.1% of portfolio›$266.3K
Verus Wealth Management, LLC5,015
0.2% of portfolio›$264.5K
First Heartland Consultants, Inc.4,953
0.0% of portfolio›$261.2K
Carter Financial Group, Inc.4,899
0.1% of portfolio›$258.4K
Magnus Financial Group LLC4,791
0.0% of portfolio›$252.7K
Plancorp, LLC4,668
0.0% of portfolio›$249.9K
TD Private Client Wealth LLC4,569
0.0% of portfolio›$241.0K
Endowment Wealth Management, Inc.4,561
0.1% of portfolio›$240.5K
Fifth Third Securities, Inc.4,374
0.0% of portfolio›$230.7K
Wesbanco Bank Inc4,362
0.0% of portfolio›$230.1K
Gables Capital Management Inc.4,321
0.1% of portfolio›$227.9K
Sowell Financial Services LLC4,206
0.0% of portfolio›$221.8K
Align Financial, LLC4,063
0.1% of portfolio›$214.3K
Lido Advisors, LLC4,047
0.0% of portfolio›$213.5K
Vavra Capital Management, LLC3,998
0.2% of portfolio›$210.9K
Farther Finance Advisors, LLC3,994
0.0% of portfolio›$210.6K
Schmidt P J Investment Management Inc3,820
0.0% of portfolio›$201.5K
Hurley Capital, LLC3,427
0.1% of portfolio›$180.7K
Provenance Wealth Advisors, LLC2,979
0.0% of portfolio›$157.1K
Ashton Thomas Private Wealth, LLC2,566
0.0% of portfolio›$135.3K
Tower Trust & Investment Co2,178
0.1% of portfolio›$114.9K
Key FInancial Inc2,032
0.0% of portfolio›$107.2K
Highline Wealth Partners LLC1,956
0.0% of portfolio›$103.2K
Larson Financial Group LLC1,712
0.0% of portfolio›$90.3K
Trust Co of Vermont1,289
0.0% of portfolio›$68.0K
Legacy Bridge, LLC1,182
0.0% of portfolio›$62.3K
Caldwell Trust Co1,161
0.0% of portfolio›$61.2K
Latitude Advisors, LLC990
0.0% of portfolio›$52.2K
SJS Investment Consulting Inc.982
0.0% of portfolio›$51.8K
Grove Bank & Trust951
0.0% of portfolio›$50.2K
Security National Bank945
0.0% of portfolio›$49.8K
Golden State Wealth Management, LLC770
0.0% of portfolio›$40.6K
Independence Bank of Kentucky715
0.0% of portfolio›$37.7K
American National Bank & Trust573
0.0% of portfolio›$30.2K
Carota Wealth Management520
0.0% of portfolio›$27.4K
Kentucky Trust Co493
0.0% of portfolio›$26.0K
AlphaCore Capital LLC490
0.0% of portfolio›$25.8K
North Point Portfolio Managers Corp450
0.0% of portfolio›$23.7K
Private Trust Co NA418
0.0% of portfolio›$22.0K
Kelleher Financial Advisors214
0.0% of portfolio›$11.3K
Simplex Trading, LLC204
0.0% of portfolio›$10.8K
Bochk Asset Management Ltd200
0.0% of portfolio›$10.5K
Horizon Financial Services, LLC197
0.0% of portfolio›$10.4K
Activest Wealth Management189
0.0% of portfolio›$10.0K
Armstrong Advisory Group, Inc188
0.0% of portfolio›$9.9K
Birchwood Financial Partners, Inc.176
0.0% of portfolio›$9.3K
Yankcom Partnership154
0.0% of portfolio›$8.1K
Avion Wealth144
0.0% of portfolio›$7
Lanark Financial, Inc.135
0.0% of portfolio›$7.1K
Owl Creek Wealth Partners LLC117
0.0% of portfolio›$6.2K
Dhjj Financial Advisors, Ltd.105
0.0% of portfolio›$5.5K
Cape Investment Advisory, Inc.97
0.0% of portfolio›$5.1K
Evermay Wealth Management LLC89
0.0% of portfolio›$4.7K
Ascentis Independent Advisors47
0.0% of portfolio›$2.5K
Evolution Wealth Management Inc.41
0.0% of portfolio›$2.2K
TD Waterhouse Canada Inc.35
0.0% of portfolio›$1.8K
Wilmington Savings Fund Society, FSB30
0.0% of portfolio›$1.6K
Comprehensive Financial Planning, Inc.29
0.0% of portfolio›$1.5K
Allspring Global Investments Holdings, LLC29
0.0% of portfolio›$1.5K
Silver Grove Financial Group, Inc.25
0.0% of portfolio›$1.3K
Assetmark, Inc22
0.0% of portfolio›$1.2K
Mondrian Investment Partners LTD2
0.0% of portfolio›$118
Signaturefd, LLC1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
First Interstate Bank
1,231,513$64.9M3.5%ETFLowBillings, MT2026-10-23
Aaron Wealth Advisors LLC
1,143,129$60.3M3.0%GrowthMediumChicago, IL2026-10-13
Moller Wealth Partners
1,020,446$53.8M9.9%ETFVery LowNorthfield, IL2026-10-15
Versant Capital Management, Inc
912,469$48.1M4.1%GARPLowPhoenix, AZ2026-10-02
NBT Bank, N.A.
903,403$47.6M3.2%CoreLowNorwich, NY2026-10-21
Barry Investment Advisors, LLC
676,522$35.7M6.8%ETFLowNew Bedford, MA2026-10-14
Colony Family Offices, LLC
390,978$20.6M4.7%ETFVery LowCharlotte, NC2026-10-22
Pathway Financial Advisors LLC
359,635$19.0M2.1%ETFLowSouth Burlington, VT2026-10-07
Ledyard National Bank
190,298$10.0M0.8%CoreLowHanover, NH2026-10-21
Sentinel Trust Co LBA
189,739$10.0M1.3%ETFVery LowHouston, TX2026-11-03
First Business Financial Services, Inc.
188,023$10.6M0.8%ETFVery LowMadison, WI2026-10-29
CoreCap Advisors, LLC
182,164$9.6M0.3%ETFMediumSouthfield, MI2026-10-08
Steph & Co
181,058$9.5M2.4%ETFLowMarinette, WI2026-10-07
Cornerstone National Bank & Trust Co
162,299$8.5M2.8%ETFMediumPalatine, IL2026-10-20
M Holdings Securities, Inc.
152,059$8.1M3.3%ETFHighPortland, OR2026-11-03
Arkansas Financial Group, Inc.
150,769$8.0M1.1%ETFVery LowLittle Rock, AR2026-10-26
Boltwood Capital Management
144,940$7.6M1.7%ETFVery LowWalnut Creek, CA2026-10-02
Vestor Capital, LLC
132,204$43.7K2.7%ValueMediumChicago, IL2026-11-04
Vaquero Private Wealth, LTD
128,108$6.8M1.4%ETFN/ADallas, TX2026-10-27
Fermata Advisors, LLC
114,092$6.0M1.2%ETFLowSonoma, CA2026-10-13
Ejmk Ventures LLC
100,022$5.3M2.2%GrowthMediumItasca, IL2026-10-21
Walkner Condon Financial Advisors LLC
81,125$4.3M0.5%ETFLowVerona, WI2026-11-02
Missouri Trust & Investment Co
77,899$4.1M1.1%CoreVery LowSpringfield, MO2026-11-04
Cullen T Bankers, Inc.
74,365$3.9M0.0%GrowthLowSan Antonio, TX2026-10-28
Commonwealth Equity Services, LLC
65,781$3.5M0.0%ETFLowWaltham, MA2026-11-02
Sageworth Trust Co
61,217$3.2M0.1%ETFLowLancaster, PA2026-10-30
Redwood Park Advisors LLC
56,407$3.0M1.9%ETFVery LowRedwood City, CA2026-11-02
Park National Corp
56,301$3.0M0.1%CoreLowNewark, OH2026-10-05
Fiduciary Alliance LLC
55,559$2.9M0.2%CoreMediumGreenville, SC2026-10-13
Entrewealth, LLC
50,255$2.7M0.9%ETFLowAustin, TX2026-10-14
Cambridge Investment Research Advisors, Inc.
48,733$2.6M0.0%ETFLowFairfield, IA2026-11-02
Moneco Advisors, LLC
48,664$2.6M0.1%ETFLowFairfield, CT2026-11-05
Smallwood Wealth Investment Management, LLC
48,206$2.5M1.1%ETFVery LowRed Bank, NJ2026-10-30
Creative Planning
47,659$2.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealthcare Advisory Partners LLC
45,933$2.4M0.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
45,424$2.4M0.0%GrowthMediumTampa, FL2026-10-16
Mosley Wealth Management
43,910$2.4M0.7%ETFHighAnaheim, CA2026-10-16
Spire Wealth Management
42,555$2.2M0.1%GrowthMediumMclean, VA2026-10-30
Simon Quick Advisors, LLC
42,137$2.2M0.1%ETFLowMorristown, NJ2026-10-26
Etesian Wealth Advisors, Inc.
39,493$2.1M0.6%ETFLowWest Linn, OR2026-10-27
Rainier Family Wealth Inc
36,707$1.9M1.0%GrowthLowTacoma, WA2026-11-02
Kendall Capital Management
28,333$1.5M0.2%GARPLowRockville, MD2026-10-23
Mirae Asset Global Investments Co., Ltd.
24,600$1.3M0.0%GrowthLowSeoul, Malaysia2026-11-03
Citigroup Inc
24,399$1.3M0.0%CoreMediumNew York, NY2026-11-04
Keybank National Association
23,341$1.2M0.0%CoreLowBrooklyn, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
23,224$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Studio Investment Management LLC
22,489$1.2M0.2%ETFLowChicago, IL2026-10-22
Gerald Baker Financial Group LLC
21,873$1.2M0.3%GARPLowArlington, TX2026-10-09
Choreo, LLC
21,300$1.1M0.0%IndexLowRockford, IL2026-10-28
Factor Wealth Management LTD
20,683$1.1M0.2%ETFLowChicago, IL2026-10-08
D.A. Davidson & Co.
19,299$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Beacon Advisors Holdings, LLC
17,870$942.5K0.5%ETFVery LowAustin, TX2026-10-27
Kestra Advisory Services, LLC
17,732$935.2K0.0%CoreLowAustin, TX2026-11-02
Busey Bank
17,510$923.5K0.0%GrowthVery LowUrbana, IL2026-10-26
Beam Wealth Advisors, Inc.
17,240$909.2K0.2%ETFMediumCovington, LA2026-11-03
Angeles Wealth Management, LLC
16,413$865.6K0.0%ETFLowSanta Monica, CA2026-10-26
Bokf, NA
15,869$836.9K0.0%CoreLowTulsa, OK2026-10-27
IFP Advisors, Inc
15,679$826.9K0.0%GrowthLowTampa, FL2026-10-16
Greenspring Advisors, LLC
14,864$783.9K0.0%ETFVery LowTowson, MD2026-11-05
Pekin Hardy Strauss, Inc.
14,548$767.3K0.1%ValueMediumChicago, IL2026-11-02
First Financial Corp
13,565$715.4K0.3%CoreVery LowTerre Haute, IN2026-10-13
Rossby Financial, LCC
13,244$698.5K0.1%ETFMediumMelbourne, FL2026-11-05
Lunt Capital Management, Inc.
12,991$685.1K0.3%ETFLowHolladay, UT2026-10-30
Fund Evaluation Group, LLC
12,948$682.9K0.0%ETFLowCincinnati, OH2026-11-05
Forza Wealth Management, LLC
11,238$592.7K0.2%CoreVery LowSarasota, FL2026-10-20
Avidian Wealth Enterprises, LLC
10,911$575.5K0.0%ETFLowHouston, TX2026-10-08
Warren Street Wealth Advisors, LLC
10,778$568.4K0.1%ETFMediumIrvine, CA2026-11-04
Chicago Partners Investment Group LLC
10,487$566.1K0.0%GARPLowChicago, IL2026-10-27
Fiduciary Financial Group, LLC
9,688$510.9K0.1%ETFLowSan Rafael, CA2026-10-13
Quad-Cities Investment Group, LLC
9,031$476.3K0.2%CoreLowDavenport, IA2026-10-16
Wedbush Securities Inc
8,972$473.0K0.0%CoreLowPasadena, CA2026-10-22
Well Done, LLC
8,823$465.3K0.1%ETFLowHolland, MI2026-10-20
Resonant Capital Advisors, LLC
8,467$446.6K0.0%ETFLowMadison, WI2026-10-15
Mather Group, Llc.
8,384$442.2K0.0%ETFMediumChicago, IL2026-10-14
Citizens Financial Group Inc
8,227$433.9K0.0%GrowthLowProvidence, RI2026-10-23
Independent Financial Group, LLC
8,164$430.6K0.0%GrowthLowSan Diego, CA2026-10-13
Gryphon Financial Partners LLC
8,125$428.5K0.0%IndexLowColumbus, OH2026-11-04
Seven Mile Advisory
8,098$427.1K0.3%GrowthLowTallahassee, FL2026-10-22
Washington Trust Co
7,885$415.9K0.0%GrowthVery LowWesterly, RI2026-10-22
Capital Investment Advisory Services, LLC
7,878$420.6K0.0%CoreMediumRaleigh, NC2026-10-30
Provident Wealth Management, LLC
7,627$402.2K0.1%ETFVery LowBrentwood, TN2026-10-20
Sageworth Trust Co of South Dakota
7,576$399.6K0.2%ETFLowSioux Falls, SD2026-10-30
Verus Financial Partners, Inc.
6,665$351.5K0.0%ETFVery LowRichmond, VA2026-10-29
Lewis Asset Management, LLC
6,639$350.1K0.1%GrowthLowLafayette, CA2026-10-14
WealthPlan Investment Management, LLC
6,446$340.0K0.0%GrowthMediumOmaha, NE2026-10-15
Pinnacle Associates LTD
6,334$334.1K0.0%CoreLowNew York, NY2026-10-20
Sigma Planning Corp
6,304$300.0K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Victory Financial Group, LLC
6,172$325.5K0.0%ETFLowAustin, TX2026-10-27
Fortitude Advisory Group L.L.C.
5,930$312.7K0.1%GrowthMediumGig Harbor, WA2026-10-15
Vise Technologies, Inc.
5,866$309.4K0.0%IndexLowNew York, NY2026-10-29
Nolet Wealth Management, LLC
5,650$298.0K0.2%ETFMediumFort Worth, TX2026-10-15
AWM Capital, LLC
5,622$296.5K0.0%ETFLowPhoenix, AZ2026-10-16
Daiwa Securities Group Inc.
5,600$295.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Y-Intercept (Hong Kong) Ltd
5,525$291.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
McKinley Carter Wealth Services, Inc.
5,498$290.0K0.0%ETFMediumWheeling, WV2026-10-16
Atria Investments, Inc
5,427$286.2K0.0%CoreMediumCharlotte, NC2026-10-15
Creative Financial Designs Inc
5,334$281.3K0.0%ETFMediumKokomo, IN2026-11-04
Parkside Financial Bank & Trust
5,330$281.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Ignite Planners, LLC
5,179$273.2K0.0%CoreLowSan Clemente, CA2026-10-14
Essex Bank
5,050$266.3K0.1%CoreLowEssex, CT2026-10-16
Verus Wealth Management, LLC
5,015$264.5K0.2%ETFLowDe Pere, WI2026-10-13
First Heartland Consultants, Inc.
4,953$261.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Carter Financial Group, Inc.
4,899$258.4K0.1%GrowthLowBarrington, IL2026-10-21
Magnus Financial Group LLC
4,791$252.7K0.0%ETFLowNew York, NY2026-10-21
Plancorp, LLC
4,668$249.9K0.0%ETFLowSaint Louis, MO2026-11-03
TD Private Client Wealth LLC
4,569$241.0K0.0%ETFLowNew York, NY2026-10-28
Endowment Wealth Management, Inc.
4,561$240.5K0.1%ETFMediumAppleton, WI2026-11-03
Fifth Third Securities, Inc.
4,374$230.7K0.0%ETFLowCincinnati, OH2026-10-21
Wesbanco Bank Inc
4,362$230.1K0.0%CoreLowWheeling, WV2026-11-04
Gables Capital Management Inc.
4,321$227.9K0.1%GrowthVery LowMiami, FL2026-11-04
Sowell Financial Services LLC
4,206$221.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Align Financial, LLC
4,063$214.3K0.1%ETFVery LowHermantown, MN2026-10-16
Lido Advisors, LLC
4,047$213.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Vavra Capital Management, LLC
3,998$210.9K0.2%ETFLowCollegeville, PA2026-10-14
Farther Finance Advisors, LLC
3,994$210.6K0.0%IndexLowSan Francisco, CA2026-10-08
Schmidt P J Investment Management Inc
3,820$201.5K0.0%GrowthVery LowCedarburg, WI2026-11-02
Hurley Capital, LLC
3,427$180.7K0.1%GARPMediumNew York, NY2026-11-05
Provenance Wealth Advisors, LLC
2,979$157.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ashton Thomas Private Wealth, LLC
2,566$135.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Tower Trust & Investment Co
2,178$114.9K0.1%GrowthLowDavenport, IA2026-10-28
Key FInancial Inc
2,032$107.2K0.0%ETFLowWest Chester, PA2026-11-02
Highline Wealth Partners LLC
1,956$103.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Larson Financial Group LLC
1,712$90.3K0.0%GrowthLowSt Louis, MO2026-11-05
Trust Co of Vermont
1,289$68.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Legacy Bridge, LLC
1,182$62.3K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Caldwell Trust Co
1,161$61.2K0.0%GrowthLowVenice, FL2026-10-30
Latitude Advisors, LLC
990$52.2K0.0%ETFLowYorkville, IL2026-10-27
SJS Investment Consulting Inc.
982$51.8K0.0%ETFVery LowSylvania, OH2026-10-26
Grove Bank & Trust
951$50.2K0.0%ETFLowMiami, FL2026-10-08
Security National Bank
945$49.8K0.0%GrowthLowOmaha, NE2026-10-26
Golden State Wealth Management, LLC
770$40.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Independence Bank of Kentucky
715$37.7K0.0%GrowthLowOwensboro, KY2026-10-26
American National Bank & Trust
573$30.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Carota Wealth Management
520$27.4K0.0%CoreHighThompsons Station, TN2026-11-03
Kentucky Trust Co
493$26.0K0.0%CoreVery LowDanville, KY2026-10-15
AlphaCore Capital LLC
490$25.8K0.0%ETFLowLa Jolla, CA2026-11-04
North Point Portfolio Managers Corp
450$23.7K0.0%GrowthLowOrange Village, OH2026-10-07
Private Trust Co NA
418$22.0K0.0%CoreLowCleveland, OH2026-10-20
Kelleher Financial Advisors
214$11.3K0.0%CoreMediumNew York, NY2026-10-30
Simplex Trading, LLC
204$10.8K0.0%CoreVery HighChicago, IL2026-11-04
Bochk Asset Management Ltd
200$10.5K0.0%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Horizon Financial Services, LLC
197$10.4K0.0%ETFLowWinston Salem, NC2026-11-04
Activest Wealth Management
189$10.0K0.0%ETFLowAventura, FL2026-10-15
Armstrong Advisory Group, Inc
188$9.9K0.0%ETFHighNeedham, MA2026-10-09
Birchwood Financial Partners, Inc.
176$9.3K0.0%ETFVery LowBloomington, MN2026-11-02
Yankcom Partnership
154$8.1K0.0%CoreVery LowYankton, SD2026-10-15
Avion Wealth
144$70.0%ETFLowThe Woodlands, TX2026-11-04
Lanark Financial, Inc.
135$7.1K0.0%CoreMediumBirmingham, AL2026-10-26
Owl Creek Wealth Partners LLC
117$6.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Dhjj Financial Advisors, Ltd.
105$5.5K0.0%ETFVery LowNaperville, IL2026-10-23
Cape Investment Advisory, Inc.
97$5.1K0.0%ETFLowMcdonough, GA2026-10-13
Evermay Wealth Management LLC
89$4.7K0.0%ETFLowArlington, VA2026-11-05
Ascentis Independent Advisors
47$2.5K0.0%ETFLowDallas, TX2026-11-03
Evolution Wealth Management Inc.
41$2.2K0.0%ETFMediumFort Myers, FL2026-10-28
TD Waterhouse Canada Inc.
35$1.8K0.0%CoreLowToronto, Australia2026-10-16
Wilmington Savings Fund Society, FSB
30$1.6K0.0%CoreLowWilmington, DE2026-10-23
Comprehensive Financial Planning, Inc.
29$1.5K0.0%Agg GrowthLowEast Petersburg, PA2026-10-27
Allspring Global Investments Holdings, LLC
29$1.5K0.0%CoreMediumCharlotte, NC2026-11-04
Silver Grove Financial Group, Inc.
25$1.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Assetmark, Inc
22$1.2K0.0%ETFLowConcord, CA2026-10-21
Mondrian Investment Partners LTD
2$1180.0%YieldMediumLondon, United Kingdom2026-10-23
Signaturefd, LLC
1$360.0%IndexLowAtlanta, GA2026-10-23