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American Healthcare REIT Inc (AHR)

CUSIP: 398182303 | NYSE | Real Estate · REIT - Healthcare Facilities | Mid Cap | 876 institutional holders

Quarters

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

Principal Financial Group Inc8,961,224
0.2% of portfolio›$459.4M
Daiwa Securities Group Inc.5,270,681
0.5% of portfolio›$270.2M
Dimensional Fund Advisors LP3,448,249
0.0% of portfolio›$176.8M
Bank of New York Mellon Corp1,666,723
0.0% of portfolio›$85.4M
Bahl & Gaynor LLC1,387,684
0.3% of portfolio›$71.1M
Anchor Capital Advisors LLC800,709
1.3% of portfolio›$41.0M
Retirement Systems of Alabama575,054
0.1% of portfolio›$29.5M
Commonwealth Equity Services, LLC529,414
0.0% of portfolio›$27.1M
Strs Ohio428,222
0.1% of portfolio›$22.0M
Asset Management One Co., Ltd.334,769
0.0% of portfolio›$17.2M
AGF Management LTD318,487
0.1% of portfolio›$16.3M
Kestra Advisory Services, LLC312,140
0.0% of portfolio›$16.0M
TD Waterhouse Canada Inc.291,978
0.0% of portfolio›$14.8M
State of New Jersey Common Pension Fund D283,600
0.0% of portfolio›$14.5M
Sumitomo Mitsui Trust Group, Inc.276,445
0.0% of portfolio›$14.2M
Virginia Retirement Systems ET Al253,650
0.1% of portfolio›$13.0M
Mutual of America Capital Management LLC237,899
0.1% of portfolio›$12.2M
Mitsubishi UFJ Asset Management Co., Ltd.235,449
0.0% of portfolio›$12.1M
DekaBank Deutsche Girozentrale231,587
0.1% of portfolio›$12.0M
Chilton Capital Management LLC224,006
0.4% of portfolio›$11.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS193,838
0.0% of portfolio›$9.9M
Citigroup Inc191,344
0.0% of portfolio›$9.8M
Cambridge Investment Research Advisors, Inc.137,201
0.0% of portfolio›$7.0M
State of Alaska, Department of Revenue132,435
0.2% of portfolio›$6.8M
Amalgamated Bank96,042
0.1% of portfolio›$4.9M
First American Bank95,257
0.3% of portfolio›$4.9M
Thrivent Financial for Lutherans93,089
0.0% of portfolio›$4.8M
Independent Financial Group, LLC82,674
0.1% of portfolio›$4.2M
Creative Planning80,453
0.0% of portfolio›$4.1M
Morguard Lincluden Global Investments Ltd76,435
4.8% of portfolio›$3.9M
Dynamic Advisor Solutions LLC76,304
0.1% of portfolio›$3.9M
B. Metzler seel. Sohn & Co. AG74,240
0.0% of portfolio›$3.8M
Renaissance Capital LLC72,054
2.6% of portfolio›$3.7M
Harbour Capital Advisors, LLC71,155
0.7% of portfolio›$3.6M
Louisiana State Employees Retirement System64,800
0.1% of portfolio›$3.3M
Yousif Capital Management, LLC62,460
0.0% of portfolio›$3.2M
RFG Advisory, LLC55,106
0.0% of portfolio›$2.8M
Arizona State Retirement System54,265
0.0% of portfolio›$2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd53,744
0.0% of portfolio›$2.8M
Achmea Investment Management B.V.53,720
0.0% of portfolio›$2.8M
State of Michigan Retirement System51,100
0.0% of portfolio›$2.6M
E. Ohman J:or Asset Management AB47,783
0.1% of portfolio›$2.4M
Oregon Public Employees Retirement Fund45,200
0.0% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC44,386
0.0% of portfolio›$2.2M
Truist Financial Corp42,930
0.0% of portfolio›$2.2M
Vanderbilt University41,335
0.3% of portfolio›$2.1M
Knights of Columbus Asset Advisors LLC40,369
0.1% of portfolio›$2.1M
Diversify Wealth Management, LLC39,409
0.0% of portfolio›$2.1M
Diversify Advisory Services, LLC39,409
0.0% of portfolio›$2.1M
Glass Jacobson Investment Advisors llc38,865
0.6% of portfolio›$2.0M
IFM Investors Pty Ltd38,509
0.0% of portfolio›$2.0M
J.W. Cole Advisors, Inc.37,105
0.0% of portfolio›$1.9M
New York State Teachers Retirement System33,522
0.0% of portfolio›$1.7M
Prospera Financial Services Inc31,700
0.0% of portfolio›$1.7M
Sterling Capital Management LLC30,628
0.0% of portfolio›$1.6M
Pictet Asset Management Holding SA29,868
0.0% of portfolio›$1.5M
Sanchez Gaunt Capital Management, LLC29,527
0.8% of portfolio›$1.5M
Biltmore Family Office, LLC27,680
0.2% of portfolio›$1.4M
Legacy Wealth Asset Management, LLC27,277
0.3% of portfolio›$1.4M
Summit Wealth Group LLC / Co26,440
0.1% of portfolio›$1.4M
Farther Finance Advisors, LLC23,860
0.0% of portfolio›$1.2M
Focused Wealth Management, Inc23,789
0.1% of portfolio›$1.2M
UniSuper Management Pty Ltd23,500
0.0% of portfolio›$1.2M
Xponance LLC23,345
0.0% of portfolio›$1.2M
Concurrent Investment Advisors, LLC20,549
0.0% of portfolio›$1.1M
Perigon Wealth Management, LLC20,340
0.0% of portfolio›$1.0M
PVG Asset Management Corp19,642
0.7% of portfolio›$1.0M
Spire Wealth Management18,069
0.0% of portfolio›$926.2K
CX Institutional17,927
0.0% of portfolio›$919
Vise Technologies, Inc.17,264
0.0% of portfolio›$885.0K
Prime Capital Investment Advisors, LLC17,062
0.0% of portfolio›$874.6K
Strategic Blueprint, LLC16,998
0.0% of portfolio›$871.3K
Accel Wealth Management16,817
0.2% of portfolio›$862.0K
Advisory Resource Group15,916
0.1% of portfolio›$815.9K
Ethic Inc.15,728
0.0% of portfolio›$806.2K
Trek Financial, LLC15,387
0.0% of portfolio›$788.7K
A4 Wealth Advisors LLC14,948
0.5% of portfolio›$766.2K
Miramontes Capital, LLC13,820
0.2% of portfolio›$708.4K
Selective Wealth Management, Inc.12,756
0.2% of portfolio›$676.2K
Swiss Life Asset Management Ltd12,752
0.0% of portfolio›$653.7K
Inspire Investing, LLC12,588
0.0% of portfolio›$645.3K
Vontobel Holding Ltd.12,456
0.0% of portfolio›$638.5K
OpenArc Corporate Advisory, LLC12,290
0.0% of portfolio›$630.0K
Peak Financial Advisors LLC12,249
0.3% of portfolio›$627.9K
CenterBook Partners LP12,024
0.0% of portfolio›$616.4K
Cambridge Financial Group, LLC11,993
0.2% of portfolio›$625.4K
Elevation Point Wealth Partners, LLC11,931
0.0% of portfolio›$611.9K
IFP Advisors, Inc11,865
0.0% of portfolio›$608.2K
Sigma Planning Corp11,777
0.0% of portfolio›$603.7K
HMS Capital Management, LLC11,711
0.2% of portfolio›$600.3K
Spirit of America Management Corp11,000
0.1% of portfolio›$563.9K
Simplicity Wealth,LLC10,904
0.0% of portfolio›$558.9K
US Bancorp \de\10,517
0.0% of portfolio›$539.1K
Investmark Advisory Group LLC10,503
0.2% of portfolio›$538.4K
Accurate Wealth Management, LLC10,155
0.0% of portfolio›$533.4K
West Wealth Group, LLC10,136
0.1% of portfolio›$519.6K
AlphaCore Capital LLC10,095
0.0% of portfolio›$517.6K
Golden State Wealth Management, LLC9,171
0.0% of portfolio›$470.1K
VVR Holdings LLC9,108
0.2% of portfolio›$466.9K
Gallacher Capital Management LLC9,093
0.4% of portfolio›$466.1K
Apollon Wealth Management, LLC9,061
0.0% of portfolio›$464.5K
Lifestyle Asset Management, Inc.8,898
0.1% of portfolio›$456.1K
Park Avenue Securities LLC8,847
0.0% of portfolio›$453.0K
Csenge Advisory Group8,745
0.0% of portfolio›$448.3K
Beacon Financial Advisory LLC8,680
0.1% of portfolio›$444.9K
Sheets Smith Wealth Management8,496
0.0% of portfolio›$435.5K
Castleview Partners, LLC8,476
0.2% of portfolio›$434.5K
S. R. Schill & Associates8,339
0.3% of portfolio›$427.5K
ProShare Advisors LLC8,284
0.0% of portfolio›$424.6K
Atria Investments, Inc7,772
0.0% of portfolio›$398.4K
Assetmark, Inc7,599
0.0% of portfolio›$389.5K
Abel Hall, LLC7,519
0.1% of portfolio›$385.4K
Tran Capital Management, L.P.7,350
0.0% of portfolio›$376.8K
Lecap Asset Management LTD6,981
0.2% of portfolio›$357.8K
Mindset Wealth Management, LLC6,914
0.1% of portfolio›$354.4K
Asset Dedication, LLC6,852
0.0% of portfolio›$351.2K
Soltis Investment Advisors LLC6,817
0.0% of portfolio›$349.4K
Brookstone Capital Management6,804
0.0% of portfolio›$348.8K
Praxis Investment Management Inc6,644
0.0% of portfolio›$341.0K
SeaBridge Investment Advisors LLC6,642
0.0% of portfolio›$340.5K
Beacon Capital Management, LLC6,603
0.0% of portfolio›$338.5K
A&I Financial Services, LLC6,496
0.1% of portfolio›$333.0K
Cornerstone Wealth Management, LLC6,493
0.0% of portfolio›$332.8K
International Assets Investment Management, LLC6,442
0.0% of portfolio›$326.5K
Norden Group LLC6,201
0.0% of portfolio›$317.8K
First Heartland Consultants, Inc.6,196
0.0% of portfolio›$317.6K
MGO One Seven LLC6,156
0.0% of portfolio›$315.6K
North Dakota State Investment Board5,845
0.0% of portfolio›$299.6K
CIBC Asset Management Inc5,815
0.0% of portfolio›$298.1K
Heritage Family Offices, LLP5,805
0.1% of portfolio›$297.6K
Saxony Capital Management, LLC5,718
0.1% of portfolio›$293.1K
AdvisorNet Financial, Inc5,659
0.0% of portfolio›$296.7K
True North Advisors, LLC5,657
0.0% of portfolio›$290.6K
PFG Advisors5,592
0.0% of portfolio›$286.6K
KBC Group NV5,587
0.0% of portfolio›$286.0K
Fiduciary Alliance LLC5,557
0.0% of portfolio›$284.9K
Creative Financial Designs Inc5,540
0.0% of portfolio›$284.0K
ANB Bank5,483
0.1% of portfolio›$281.1K
Fifth Third Wealth Advisors LLC5,477
0.0% of portfolio›$280.8K
Fulcrum Equity Management5,288
0.2% of portfolio›$271.1K
Smith Salley Wealth Management5,249
0.0% of portfolio›$269.1K
M Holdings Securities, Inc.5,210
0.0% of portfolio›$272
Ninety One UK Ltd5,185
0.0% of portfolio›$265.8K
Aquire Wealth Advisors, LLC5,147
0.1% of portfolio›$263.8K
HUB Investment Partners, LLC5,058
0.0% of portfolio›$259.3K
Caliber Wealth Management, LLC / KS5,056
0.0% of portfolio›$259.2K
Gaddis Premier Wealth Advisors LLC5,045
0.1% of portfolio›$258.6K
Pacific Excel Wealth Advisors, Inc.4,830
0.3% of portfolio›$247.6K
FAI Advisors, Inc.4,726
0.1% of portfolio›$242.3K
Venture Visionary Partners LLC4,720
0.0% of portfolio›$241.9K
Gamma Investing LLC4,635
0.0% of portfolio›$237.6K
Profund Advisors LLC4,467
0.0% of portfolio›$229.0K
Amicus Financial Advisors, LLC4,375
0.1% of portfolio›$224.3K
Bdfs Capital LLC4,327
0.1% of portfolio›$221.8K
Leelyn Smith, LLC4,000
0.0% of portfolio›$205.0K
Plan Group Financial, LLC3,858
0.0% of portfolio›$209.7K
Franchise GP Ltd3,600
0.1% of portfolio›$184.5K
POM Investment Strategies, LLC3,084
0.1% of portfolio›$158.1K
Tsfg, LLC3,014
0.1% of portfolio›$155.0K
Nfsg Corp2,897
0.0% of portfolio›$148.5K
GF Fund Management Co. Ltd.2,565
0.0% of portfolio›$131.5K
Markowski Investments2,441
0.0% of portfolio›$125.1K
Cassaday & Co Wealth Management LLC2,348
0.0% of portfolio›$120.4K
Main Street Group, LTD2,118
0.0% of portfolio›$108.6K
Caitong International Asset Management Co., Ltd2,046
0.0% of portfolio›$104.9K
Signaturefd, LLC1,973
0.0% of portfolio›$101.1K
Indiana Trust & Investment Management Co1,762
0.0% of portfolio›$90.3K
Larson Financial Group LLC1,752
0.0% of portfolio›$89.8K
Buck Wealth Strategies, LLC1,750
0.0% of portfolio›$89.7K
Independence Bank of Kentucky1,583
0.0% of portfolio›$81.1K
WPG Advisers, LLC1,467
0.0% of portfolio›$75.2K
EverSource Wealth Advisors, LLC1,443
0.0% of portfolio›$74.0K
Nisa Investment Advisors, LLC1,435
0.0% of portfolio›$73.9K
Decker Retirement Planning Inc.1,288
0.0% of portfolio›$66.0K
Exchange Traded Concepts, LLC1,144
0.0% of portfolio›$58.6K
Triumph Capital Management1,051
0.0% of portfolio›$53.9K
KFG LLC1,050
0.0% of portfolio›$53.8K
Mather Group, Llc.1,042
0.0% of portfolio›$53.4K
Versant Capital Management, Inc1,033
0.0% of portfolio›$53.0K
Physician Wealth Advisors, Inc.994
0.0% of portfolio›$51.0K
New England Capital Financial Advisors LLC928
0.0% of portfolio›$47.6K
North Star Investment Management Corp.916
0.0% of portfolio›$47.0K
Simplex Trading, LLC868
0.0% of portfolio›$44.5K
Wolff Wiese Magana LLC832
0.0% of portfolio›$42.6K
Covestor Ltd720
0.1% of portfolio›$37.0K
Silver Grove Financial Group, Inc.641
0.0% of portfolio›$32.9K
Tradewinds Capital Management, LLC563
0.0% of portfolio›$28.9K
Lanark Financial, Inc.510
0.0% of portfolio›$26.1K
Mcdonald Partners LLC463
0.0% of portfolio›$23.7K
Harbor Investment Advisory, LLC448
0.0% of portfolio›$23.0K
Center for Financial Planning, Inc.432
0.0% of portfolio›$22.1K
Acumen Wealth Advisors, LLC421
0.0% of portfolio›$21.7K
Blue Trust, Inc.382
0.0% of portfolio›$19.6K
William Mack & Associates, Inc.318
0.0% of portfolio›$16.3K
Archer Investment Corp310
0.0% of portfolio›$15.9K
Mirae Asset Global Investments Co., Ltd.304
0.0% of portfolio›$15.6K
Pinnacle Wealth Planning Services, Inc.258
0.0% of portfolio›$13.2K
Bare Financial Services, Inc240
0.0% of portfolio›$12.3K
Parallel Advisors, LLC238
0.0% of portfolio›$12.2K
Pittenger & Anderson Inc226
0.0% of portfolio›$11.6K
Latitude Advisors, LLC201
0.0% of portfolio›$10.3K
Farmers & Merchants Investments Inc165
0.0% of portfolio›$8.5K
MassMutual Private Wealth & Trust, FSB144
0.0% of portfolio›$7.4K
High Note Wealth, LLC78
0.0% of portfolio›$4.0K
Fortitude Family Office, LLC72
0.0% of portfolio›$3.7K
TD Private Client Wealth LLC71
0.0% of portfolio›$3.6K
James T. Borello RIA70
0.0% of portfolio›$3.6K
Entrust Financial LLC64
0.0% of portfolio›$3.3K
Cromwell Holdings LLC55
0.0% of portfolio›$2.8K
Marquette Asset Management, LLC38
0.0% of portfolio›$1.9K
Provenance Wealth Advisors, LLC35
0.0% of portfolio›$1.8K
Wilkerson Advisory Group LLC29
0.0% of portfolio›$1.5K
Creative Capital Management Investments LLC28
0.0% of portfolio›$1.4K
CoreCap Advisors, LLC24
0.0% of portfolio›$1.2K
Financial Consulate, Inc24
0.0% of portfolio›$1.2K
Root Financial Partners, LLC20
0.0% of portfolio›$1.0K
Parkside Financial Bank & Trust15
0.0% of portfolio›$769
Financial Management Professionals, Inc.15
0.0% of portfolio›$773
Planning Strategies Inc.14
0.0% of portfolio›$718
Armstrong Advisory Group, Inc11
0.0% of portfolio›$564
Rossby Financial, LCC7
0.0% of portfolio›$359
American Capital Advisory, LLC6
0.0% of portfolio›$308
Hughes Financial Services, LLC4
0.0% of portfolio›$212
Quaker Wealth Management, LLC3
0.0% of portfolio›$154
Proathlete Wealth Management LLC3
0.0% of portfolio›$153
Align Financial, LLC3
0.0% of portfolio›$154
Monetary Solutions, Ltd2
0.0% of portfolio›$103
Davis Capital Management2
0.0% of portfolio›$103
Elyxium Wealth, LLC2
0.0% of portfolio›$103
StyleTurnoverLocationFiled
Principal Financial Group Inc
8,961,224$459.4M0.2%CoreLowDes Moines, IA2026-11-02
Daiwa Securities Group Inc.
5,270,681$270.2M0.5%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
3,448,249$176.8M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,666,723$85.4M0.0%CoreLowNew York, NY2026-11-05
Bahl & Gaynor LLC
1,387,684$71.1M0.3%CoreLowCincinnati, OH2026-11-05
Anchor Capital Advisors LLC
800,709$41.0M1.3%ValueMediumBoston, MA2026-11-05
Retirement Systems of Alabama
575,054$29.5M0.1%IndexLowMontgomery, AL2026-11-04
Commonwealth Equity Services, LLC
529,414$27.1M0.0%ETFLowWaltham, MA2026-11-02
Strs Ohio
428,222$22.0M0.1%CoreMediumColumbus, OH2026-10-30
Asset Management One Co., Ltd.
334,769$17.2M0.0%IndexVery LowTokyo, Mexico2026-10-27
AGF Management LTD
318,487$16.3M0.1%GrowthHighToronto, Australia2026-11-03
Kestra Advisory Services, LLC
312,140$16.0M0.0%CoreLowAustin, TX2026-11-02
TD Waterhouse Canada Inc.
291,978$14.8M0.0%CoreLowToronto, Australia2026-10-16
State of New Jersey Common Pension Fund D
283,600$14.5M0.0%CoreLowTrenton, NJ2026-11-05
Sumitomo Mitsui Trust Group, Inc.
276,445$14.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Virginia Retirement Systems ET Al
253,650$13.0M0.1%CoreMediumRichmond, VA2026-10-28
Mutual of America Capital Management LLC
237,899$12.2M0.1%IndexLowNew York, NY2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
235,449$12.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
DekaBank Deutsche Girozentrale
231,587$12.0M0.1%CoreLowFrankfurt, Hong Kong2026-10-27
Chilton Capital Management LLC
224,006$11.5M0.4%GrowthMediumHouston, TX2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
193,838$9.9M0.0%CoreLowHarrisburg, PA2026-11-03
Citigroup Inc
191,344$9.8M0.0%CoreMediumNew York, NY2026-11-04
Cambridge Investment Research Advisors, Inc.
137,201$7.0M0.0%ETFLowFairfield, IA2026-11-02
State of Alaska, Department of Revenue
132,435$6.8M0.2%CoreVery LowJuneau, AK2026-10-15
Amalgamated Bank
96,042$4.9M0.1%CoreVery LowNew York, NY2026-10-23
First American Bank
95,257$4.9M0.3%GrowthVery LowDundee, IL2026-10-27
Thrivent Financial for Lutherans
93,089$4.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Independent Financial Group, LLC
82,674$4.2M0.1%GrowthLowSan Diego, CA2026-10-13
Creative Planning
80,453$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Morguard Lincluden Global Investments Ltd
76,435$3.9M4.8%Deep ValueLowMississauga, Australia2026-10-28
Dynamic Advisor Solutions LLC
76,304$3.9M0.1%ETFLowPhoenix, AZ2026-10-13
B. Metzler seel. Sohn & Co. AG
74,240$3.8M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Renaissance Capital LLC
72,054$3.7M2.6%Agg GrowthHighStamford, CT2026-10-23
Harbour Capital Advisors, LLC
71,155$3.6M0.7%GrowthLowTysons Corner, VA2026-10-13
Louisiana State Employees Retirement System
64,800$3.3M0.1%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
62,460$3.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
RFG Advisory, LLC
55,106$2.8M0.0%ETFMediumBirmingham, AL2026-11-03
Arizona State Retirement System
54,265$2.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
53,744$2.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Achmea Investment Management B.V.
53,720$2.8M0.0%CoreMediumZeist, Philippines2026-10-30
State of Michigan Retirement System
51,100$2.6M0.0%IndexLowEast Lansing, MI2026-10-27
E. Ohman J:or Asset Management AB
47,783$2.4M0.1%GrowthMediumStockholm, Sweden2026-10-22
Oregon Public Employees Retirement Fund
45,200$2.3M0.0%IndexVery LowTigard, OR2026-10-30
Wealth Enhancement Advisory Services, LLC
44,386$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
42,930$2.2M0.0%CoreLowCharlotte, NC2026-10-30
Vanderbilt University
41,335$2.1M0.3%ETFMediumNashville, TN2026-11-02
Knights of Columbus Asset Advisors LLC
40,369$2.1M0.1%CoreMediumNew Haven, CT2026-11-05
Diversify Wealth Management, LLC
39,409$2.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
39,409$2.1M0.0%GrowthLowSandy, UT2026-10-20
Glass Jacobson Investment Advisors llc
38,865$2.0M0.6%ETFLowOwings Mills, MD2026-10-26
IFM Investors Pty Ltd
38,509$2.0M0.0%IndexVery LowMelbourne, China2026-10-14
J.W. Cole Advisors, Inc.
37,105$1.9M0.0%IndexLowTampa, FL2026-11-05
New York State Teachers Retirement System
33,522$1.7M0.0%CoreVery LowAlbany, NY2026-10-22
Prospera Financial Services Inc
31,700$1.7M0.0%CoreMediumDallas, TX2026-11-04
Sterling Capital Management LLC
30,628$1.6M0.0%GARPMediumCharlotte, NC2026-10-22
Pictet Asset Management Holding SA
29,868$1.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sanchez Gaunt Capital Management, LLC
29,527$1.5M0.8%ETFN/AReno, NV2026-11-03
Biltmore Family Office, LLC
27,680$1.4M0.2%GrowthLowCharlotte, NC2026-11-03
Legacy Wealth Asset Management, LLC
27,277$1.4M0.3%GARPMediumWoodbury, MN2026-10-09
Summit Wealth Group LLC / Co
26,440$1.4M0.1%ETFHighColorado Springs, CO2026-10-29
Farther Finance Advisors, LLC
23,860$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Focused Wealth Management, Inc
23,789$1.2M0.1%ETFLowNewburgh, NY2026-10-30
UniSuper Management Pty Ltd
23,500$1.2M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Xponance LLC
23,345$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Concurrent Investment Advisors, LLC
20,549$1.1M0.0%GrowthMediumTampa, FL2026-10-16
Perigon Wealth Management, LLC
20,340$1.0M0.0%GrowthLowSan Francisco, CA2026-10-22
PVG Asset Management Corp
19,642$1.0M0.7%GrowthMediumGolden, CO2026-10-19
Spire Wealth Management
18,069$926.2K0.0%GrowthMediumMclean, VA2026-10-30
CX Institutional
17,927$9190.0%CoreMediumAuburn, IN2026-10-02
Vise Technologies, Inc.
17,264$885.0K0.0%IndexLowNew York, NY2026-10-29
Prime Capital Investment Advisors, LLC
17,062$874.6K0.0%ETFLowOverland Park, KS2026-10-20
Strategic Blueprint, LLC
16,998$871.3K0.0%ETFLowAtlanta, GA2026-10-22
Accel Wealth Management
16,817$862.0K0.2%ETFLowWaverly, IA2026-10-13
Advisory Resource Group
15,916$815.9K0.1%GARPMediumTulsa, OK2026-10-26
Ethic Inc.
15,728$806.2K0.0%CoreLowNew York, NY2026-11-03
Trek Financial, LLC
15,387$788.7K0.0%ETFHighScottsdale, AZ2026-10-29
A4 Wealth Advisors LLC
14,948$766.2K0.5%ETFHighHuntersville, NC2026-10-20
Miramontes Capital, LLC
13,820$708.4K0.2%GrowthVery LowNewport, CA2026-10-19
Selective Wealth Management, Inc.
12,756$676.2K0.2%ETFLowForest, VA2026-10-16
Swiss Life Asset Management Ltd
12,752$653.7K0.0%CoreLowZurich, Switzerland2026-11-03
Inspire Investing, LLC
12,588$645.3K0.0%GARPHighMeridian, ID2026-10-22
Vontobel Holding Ltd.
12,456$638.5K0.0%CoreMediumZurich, Switzerland2026-10-16
OpenArc Corporate Advisory, LLC
12,290$630.0K0.0%GrowthLowAtlanta, GA2026-10-21
Peak Financial Advisors LLC
12,249$627.9K0.3%CoreHighDenver, CO2026-10-28
CenterBook Partners LP
12,024$616.4K0.0%ValueVery HighGreenwich, CT2026-11-02
Cambridge Financial Group, LLC
11,993$625.4K0.2%ETFLowTucson, AZ2026-10-06
Elevation Point Wealth Partners, LLC
11,931$611.9K0.0%CoreHighDenver, CO2026-11-05
IFP Advisors, Inc
11,865$608.2K0.0%GrowthLowTampa, FL2026-10-16
Sigma Planning Corp
11,777$603.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
HMS Capital Management, LLC
11,711$600.3K0.2%GrowthMediumNashville, TN2026-10-20
Spirit of America Management Corp
11,000$563.9K0.1%GARPLowSyosset, NY2026-10-14
Simplicity Wealth,LLC
10,904$558.9K0.0%ETFLowSummit, NJ2026-10-23
US Bancorp \de\
10,517$539.1K0.0%IndexLowMinneapolis, MN2026-11-05
Investmark Advisory Group LLC
10,503$538.4K0.2%ETFVery LowShelton, CT2026-10-27
Accurate Wealth Management, LLC
10,155$533.4K0.0%CoreMediumWesley Chapel, FL2026-10-20
West Wealth Group, LLC
10,136$519.6K0.1%ETFMediumIrvine, CA2026-10-14
AlphaCore Capital LLC
10,095$517.6K0.0%ETFLowLa Jolla, CA2026-11-04
Golden State Wealth Management, LLC
9,171$470.1K0.0%ETFMediumSanta Ana, CA2026-11-02
VVR Holdings LLC
9,108$466.9K0.2%ETFMediumBellingham, WA2026-10-19
Gallacher Capital Management LLC
9,093$466.1K0.4%ValueMediumLone Tree, CO2026-10-30
Apollon Wealth Management, LLC
9,061$464.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Lifestyle Asset Management, Inc.
8,898$456.1K0.1%ETFHighFriendswood, TX2026-10-20
Park Avenue Securities LLC
8,847$453.0K0.0%ETFMediumNew York, NY2026-10-26
Csenge Advisory Group
8,745$448.3K0.0%ETFMediumClearwater, FL2026-11-04
Beacon Financial Advisory LLC
8,680$444.9K0.1%ETFLowCleveland, OH2026-10-16
Sheets Smith Wealth Management
8,496$435.5K0.0%CoreLowWinston-Salem, NC2026-10-16
Castleview Partners, LLC
8,476$434.5K0.2%CoreMediumDallas, TX2026-10-09
S. R. Schill & Associates
8,339$427.5K0.3%ETFMediumMercer Island, WA2026-10-20
ProShare Advisors LLC
8,284$424.6K0.0%GrowthLowBethesda, MD2026-10-29
Atria Investments, Inc
7,772$398.4K0.0%CoreMediumCharlotte, NC2026-10-15
Assetmark, Inc
7,599$389.5K0.0%ETFLowConcord, CA2026-10-21
Abel Hall, LLC
7,519$385.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Tran Capital Management, L.P.
7,350$376.8K0.0%MomentumMediumSan Rafael, CA2026-10-19
Lecap Asset Management LTD
6,981$357.8K0.2%ValueVery HighLondon, United Kingdom2026-10-27
Mindset Wealth Management, LLC
6,914$354.4K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Asset Dedication, LLC
6,852$351.2K0.0%ETFLowSan Francisco, CA2026-11-03
Soltis Investment Advisors LLC
6,817$349.4K0.0%CoreMediumSt. George, UT2026-10-28
Brookstone Capital Management
6,804$348.8K0.0%ETFMediumWheaton, IL2026-10-22
Praxis Investment Management Inc
6,644$341.0K0.0%CoreLowGoshen, IN2026-11-03
SeaBridge Investment Advisors LLC
6,642$340.5K0.0%GrowthMediumSummit, NJ2026-11-02
Beacon Capital Management, LLC
6,603$338.5K0.0%ETFMediumFranklin, TN2026-10-23
A&I Financial Services, LLC
6,496$333.0K0.1%ETFHighLone Tree, CO2026-10-15
Cornerstone Wealth Management, LLC
6,493$332.8K0.0%ETFVery LowSt. Peters, MO2026-11-04
International Assets Investment Management, LLC
6,442$326.5K0.0%CoreVery HighOrlando, FL2026-11-02
Norden Group LLC
6,201$317.8K0.0%GrowthMediumProvo, UT2026-10-20
First Heartland Consultants, Inc.
6,196$317.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
MGO One Seven LLC
6,156$315.6K0.0%GrowthLowBeachwood, OH2026-10-28
North Dakota State Investment Board
5,845$299.6K0.0%GrowthMediumBismarck, ND2026-10-27
CIBC Asset Management Inc
5,815$298.1K0.0%GARPLowToronto, South Africa2026-11-05
Heritage Family Offices, LLP
5,805$297.6K0.1%GrowthHighScottsdale, AZ2026-11-02
Saxony Capital Management, LLC
5,718$293.1K0.1%ETFMediumSt. Louis, MO2026-10-15
AdvisorNet Financial, Inc
5,659$296.7K0.0%ETFLowMinnetonka, MN2026-10-15
True North Advisors, LLC
5,657$290.6K0.0%CoreMediumDallas, TX2026-10-22
PFG Advisors
5,592$286.6K0.0%ETFMediumPhoenix, AZ2026-10-16
KBC Group NV
5,587$286.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Fiduciary Alliance LLC
5,557$284.9K0.0%CoreMediumGreenville, SC2026-10-13
Creative Financial Designs Inc
5,540$284.0K0.0%ETFMediumKokomo, IN2026-11-04
ANB Bank
5,483$281.1K0.1%CoreLowDenver, CO2026-10-09
Fifth Third Wealth Advisors LLC
5,477$280.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Fulcrum Equity Management
5,288$271.1K0.2%GrowthHighPlano, TX2026-10-21
Smith Salley Wealth Management
5,249$269.1K0.0%GrowthLowGreensboro, NC2026-11-03
M Holdings Securities, Inc.
5,210$2720.0%ETFHighPortland, OR2026-11-03
Ninety One UK Ltd
5,185$265.8K0.0%CoreMediumLondon, United Kingdom2026-10-15
Aquire Wealth Advisors, LLC
5,147$263.8K0.1%ETFVery LowSalt Lake City, UT2026-10-23
HUB Investment Partners, LLC
5,058$259.3K0.0%GrowthLowAustin, TX2026-11-03
Caliber Wealth Management, LLC / KS
5,056$259.2K0.0%ETFLowOverland Park, KS2026-11-04
Gaddis Premier Wealth Advisors LLC
5,045$258.6K0.1%ETFMediumDurant, OK2026-10-29
Pacific Excel Wealth Advisors, Inc.
4,830$247.6K0.3%ETFHighWalnut Creek, CA2026-10-27
FAI Advisors, Inc.
4,726$242.3K0.1%GrowthLowFarmington Hills, MI2026-10-27
Venture Visionary Partners LLC
4,720$241.9K0.0%CoreLowSylvania, OH2026-10-07
Gamma Investing LLC
4,635$237.6K0.0%IndexVery LowFoster City, CA2026-10-08
Profund Advisors LLC
4,467$229.0K0.0%GrowthLowBethesda, MD2026-10-29
Amicus Financial Advisors, LLC
4,375$224.3K0.1%ETFLowLubbock, TX2026-11-03
Bdfs Capital LLC
4,327$221.8K0.1%ETFLowRehoboth Beach, DE2026-10-14
Leelyn Smith, LLC
4,000$205.0K0.0%GrowthLowGeneva, IL2026-11-03
Plan Group Financial, LLC
3,858$209.7K0.0%ETFMediumOklahoma City, OK2026-10-22
Franchise GP Ltd
3,600$184.5K0.1%GARPHighGrand Cayman, Germany2026-10-16
POM Investment Strategies, LLC
3,084$158.1K0.1%ETFVery HighRaleigh, NC2026-10-20
Tsfg, LLC
3,014$155.0K0.1%ETFLowLake Forest, IL2026-10-23
Nfsg Corp
2,897$148.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
GF Fund Management Co. Ltd.
2,565$131.5K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Markowski Investments
2,441$125.1K0.0%ETFN/ATampa, FL2026-10-30
Cassaday & Co Wealth Management LLC
2,348$120.4K0.0%ETFVery LowMclean, VA2026-10-27
Main Street Group, LTD
2,118$108.6K0.0%ETFMediumGlen Allen, VA2026-10-28
Caitong International Asset Management Co., Ltd
2,046$104.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Signaturefd, LLC
1,973$101.1K0.0%IndexLowAtlanta, GA2026-10-23
Indiana Trust & Investment Management Co
1,762$90.3K0.0%GrowthLowMishawaka, IN2026-10-22
Larson Financial Group LLC
1,752$89.8K0.0%GrowthLowSt Louis, MO2026-11-05
Buck Wealth Strategies, LLC
1,750$89.7K0.0%ValueMediumDenver, CO2026-10-28
Independence Bank of Kentucky
1,583$81.1K0.0%GrowthLowOwensboro, KY2026-10-26
WPG Advisers, LLC
1,467$75.2K0.0%CoreLowBaltimore, MD2026-10-27
EverSource Wealth Advisors, LLC
1,443$74.0K0.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
1,435$73.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Decker Retirement Planning Inc.
1,288$66.0K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Exchange Traded Concepts, LLC
1,144$58.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Triumph Capital Management
1,051$53.9K0.0%ETFMediumDenver, CO2026-10-14
KFG LLC
1,050$53.8K0.0%ETFN/ARapid City, SD2026-11-02
Mather Group, Llc.
1,042$53.4K0.0%ETFMediumChicago, IL2026-10-14
Versant Capital Management, Inc
1,033$53.0K0.0%GARPLowPhoenix, AZ2026-10-02
Physician Wealth Advisors, Inc.
994$51.0K0.0%ETFMediumMidvale, UT2026-10-20
New England Capital Financial Advisors LLC
928$47.6K0.0%ETFLowMeriden, CT2026-11-03
North Star Investment Management Corp.
916$47.0K0.0%CoreLowChicago, IL2026-10-27
Simplex Trading, LLC
868$44.5K0.0%CoreVery HighChicago, IL2026-11-04
Wolff Wiese Magana LLC
832$42.6K0.0%GrowthLowCarslbad, CA2026-10-15
Covestor Ltd
720$37.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
641$32.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Tradewinds Capital Management, LLC
563$28.9K0.0%ETFVery HighBellingham, WA2026-10-23
Lanark Financial, Inc.
510$26.1K0.0%CoreMediumBirmingham, AL2026-10-26
Mcdonald Partners LLC
463$23.7K0.0%CoreLowCleveland, OH2026-11-03
Harbor Investment Advisory, LLC
448$23.0K0.0%GrowthLowLutherville, MD2026-10-13
Center for Financial Planning, Inc.
432$22.1K0.0%ETFLowSouthfied, MI2026-10-26
Acumen Wealth Advisors, LLC
421$21.7K0.0%GrowthHighChattanooga, TN2026-11-05
Blue Trust, Inc.
382$19.6K0.0%ETFLowBrentwood, TN2026-10-15
William Mack & Associates, Inc.
318$16.3K0.0%ETFLowTroy, MI2026-10-27
Archer Investment Corp
310$15.9K0.0%CoreMediumCarmel, IN2026-11-05
Mirae Asset Global Investments Co., Ltd.
304$15.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Pinnacle Wealth Planning Services, Inc.
258$13.2K0.0%GARPLowMansfield, OH2026-10-27
Bare Financial Services, Inc
240$12.3K0.0%ETFVery LowGap, PA2026-11-04
Parallel Advisors, LLC
238$12.2K0.0%IndexLowSan Francisco, CA2026-11-03
Pittenger & Anderson Inc
226$11.6K0.0%CoreLowLincoln, NE2026-11-02
Latitude Advisors, LLC
201$10.3K0.0%ETFLowYorkville, IL2026-10-27
Farmers & Merchants Investments Inc
165$8.5K0.0%CoreVery LowLincoln, NE2026-10-22
MassMutual Private Wealth & Trust, FSB
144$7.4K0.0%CoreLowSpringfield, MA2026-10-05
High Note Wealth, LLC
78$4.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Fortitude Family Office, LLC
72$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Private Client Wealth LLC
71$3.6K0.0%ETFLowNew York, NY2026-10-28
James T. Borello RIA
70$3.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Entrust Financial LLC
64$3.3K0.0%ETFLowWayne, PA2026-11-04
Cromwell Holdings LLC
55$2.8K0.0%IndexLowJackson, WY2026-10-28
Marquette Asset Management, LLC
38$1.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Provenance Wealth Advisors, LLC
35$1.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Wilkerson Advisory Group LLC
29$1.5K0.0%ETFMediumColumbia, MO2026-10-20
Creative Capital Management Investments LLC
28$1.4K0.0%ETFLowSan Diego, CA2026-10-28
CoreCap Advisors, LLC
24$1.2K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Consulate, Inc
24$1.2K0.0%ETFLowHunt Valley, MD2026-10-23
Root Financial Partners, LLC
20$1.0K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
15$7690.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Management Professionals, Inc.
15$7730.0%ETFMediumAustin, TX2026-10-23
Planning Strategies Inc.
14$7180.0%ETFN/ALancaster, PA2026-10-02
Armstrong Advisory Group, Inc
11$5640.0%ETFHighNeedham, MA2026-10-09
Rossby Financial, LCC
7$3590.0%ETFMediumMelbourne, FL2026-11-05
American Capital Advisory, LLC
6$3080.0%ETFLowKetchum, ID2026-10-28
Hughes Financial Services, LLC
4$2120.0%ETFLowHerndon, VA2026-10-30
Quaker Wealth Management, LLC
3$1540.0%ETFMediumMoorestown, NJ2026-10-22
Proathlete Wealth Management LLC
3$1530.0%ETFVery LowBoca Raton, FL2026-10-15
Align Financial, LLC
3$1540.0%ETFVery LowHermantown, MN2026-10-16
Monetary Solutions, Ltd
2$1030.0%ETFVery LowDayton, OH2026-10-22
Davis Capital Management
2$1030.0%CoreLowJacksonville, FL2026-10-08
Elyxium Wealth, LLC
2$1030.0%GrowthVery LowBeverly Hills, CA2026-10-27