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HSBC Holdings PLC (HBC2)

CUSIP: 404280406 | GR | 1985 institutional holders

Quarters

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

Dimensional Fund Advisors LP9,537,534
0.2% of portfolio›$947.2M
Sanders Capital, LLC1,844,107
0.2% of portfolio›$183.1M
Cookson Peirce & Co Inc593,282
2.1% of portfolio›$58.9M
Crossmark Global Holdings, Inc.418,296
0.5% of portfolio›$41.5M
Bank of New York Mellon Corp351,086
0.0% of portfolio›$34.9M
Creative Planning324,502
0.0% of portfolio›$32.2M
ABC Arbitrage SA295,720
2.9% of portfolio›$29.4M
Ritholtz Wealth Management194,611
0.3% of portfolio›$19.3M
Ethic Inc.191,715
0.2% of portfolio›$19.0M
US Bancorp \de\158,014
0.0% of portfolio›$15.7M
Citigroup Inc134,482
0.0% of portfolio›$13.4M
Savant Capital, LLC103,326
0.0% of portfolio›$10.3M
Assetmark, Inc84,150
0.0% of portfolio›$8.4M
Truist Financial Corp82,779
0.0% of portfolio›$8.2M
PNC Financial Services Group, Inc.81,455
0.0% of portfolio›$8.1M
TD Waterhouse Canada Inc.81,152
0.0% of portfolio›$7.8M
Factory Mutual Insurance Co77,552
0.1% of portfolio›$7.7M
Americana Partners, LLC75,677
0.2% of portfolio›$7.5M
Vise Technologies, Inc.75,509
0.1% of portfolio›$7.5M
Compound Planning, Inc.74,847
0.2% of portfolio›$7.4M
Hennessy Advisors Inc70,900
0.3% of portfolio›$7.0M
Generali Investments CEE, investicni spolecnost, a.s.63,521
0.3% of portfolio›$6.0M
Gradient Investments LLC60,734
0.1% of portfolio›$6.0M
Old Port Advisors59,193
1.2% of portfolio›$5.9M
Wealth Enhancement Advisory Services, LLC57,907
0.0% of portfolio›$4.0M
Signaturefd, LLC57,069
0.1% of portfolio›$5.7M
TrueMark Investments, LLC55,397
0.6% of portfolio›$5.5M
Keybank National Association52,292
0.0% of portfolio›$5.2M
Davenport & Co LLC46,809
0.0% of portfolio›$4.6M
Catalyst Capital Advisors LLC46,775
0.1% of portfolio›$4.6M
Allspring Global Investments Holdings, LLC46,357
0.0% of portfolio›$4.4M
Aaron Wealth Advisors LLC45,488
0.2% of portfolio›$4.5M
Prospera Financial Services Inc43,844
0.0% of portfolio›$3.7M
Park Avenue Securities LLC41,684
0.0% of portfolio›$4.1K
Foresight Capital Management Advisors, Inc.37,370
1.8% of portfolio›$3.7M
Kathmere Capital Management, LLC35,501
0.2% of portfolio›$3.5M
Imc-Chicago, LLC34,741
0.0% of portfolio›$3.5M
MGO One Seven LLC32,373
0.1% of portfolio›$3.2M
Sowell Financial Services LLC32,213
0.1% of portfolio›$3.2M
Ted Buchan & Co31,845
1.0% of portfolio›$3.2M
Pittenger & Anderson Inc29,758
0.1% of portfolio›$3.0M
Choreo, LLC28,816
0.0% of portfolio›$2.9M
Evergreen Capital Management LLC28,769
0.1% of portfolio›$2.9M
CIBC Asset Management Inc28,577
0.0% of portfolio›$2.8M
FCG Investment Co28,288
0.9% of portfolio›$2.8M
LVW Advisors, LLC27,815
0.2% of portfolio›$2.8M
Quadrant Capital Group LLC26,794
0.1% of portfolio›$2.5M
Pzena Investment Management LLC25,603
0.0% of portfolio›$2.5M
Pekin Hardy Strauss, Inc.25,521
0.2% of portfolio›$2.5M
Commonwealth Equity Services, LLC24,996
0.0% of portfolio›$2.5M
Sagespring Wealth Partners, LLC24,845
0.0% of portfolio›$2.5M
Farther Finance Advisors, LLC24,672
0.0% of portfolio›$2.5M
Prime Capital Investment Advisors, LLC24,630
0.0% of portfolio›$2.4M
AGF Management LTD23,466
0.0% of portfolio›$2.3M
Mitchell & Pahl Private Wealth, LLC22,987
0.8% of portfolio›$2.3M
Wedbush Securities Inc22,941
0.0% of portfolio›$2.3K
Cornerstone Planning, LLC22,407
0.4% of portfolio›$2.2M
Aprio Wealth Management, LLC22,228
0.1% of portfolio›$2.2M
Oppenheimer & Co Inc21,512
0.0% of portfolio›$2.1M
Abel Hall, LLC20,435
0.4% of portfolio›$2.0M
Versant Capital Management, Inc19,526
0.2% of portfolio›$1.9M
D.A. Davidson & Co.19,437
0.0% of portfolio›$1.9M
Gamma Investing LLC19,307
0.1% of portfolio›$1.9M
Atria Investments, Inc19,229
0.0% of portfolio›$1.9M
SBI Securities Co., Ltd.18,382
0.0% of portfolio›$1.8M
Merit Financial Group, LLC18,166
0.0% of portfolio›$1.8M
HB Wealth Management, LLC18,011
0.0% of portfolio›$1.8M
PDS Planning, Inc17,154
0.1% of portfolio›$1.7M
Parallel Advisors, LLC16,773
0.0% of portfolio›$1.7M
Soltis Investment Advisors LLC16,770
0.1% of portfolio›$1.7M
Henry James International Management Inc.16,732
0.5% of portfolio›$1.7M
Frank, Rimerman Advisors LLC16,701
0.1% of portfolio›$1.7M
Barclays PLC16,653
0.0% of portfolio›$1.7M
Profund Advisors LLC15,890
0.0% of portfolio›$1.6M
Themes Management Co LLC15,382
1.0% of portfolio›$1.5M
Nations Financial Group Inc,15,027
0.1% of portfolio›$1.5M
Greenleaf Trust15,017
0.0% of portfolio›$1.5M
NorthCrest Asset Manangement, LLC14,430
0.0% of portfolio›$1.3M
Founders Financial Securities LLC14,388
0.1% of portfolio›$1.4M
Gryphon Financial Partners LLC14,365
0.1% of portfolio›$1.4M
Ascent Group, LLC14,246
0.0% of portfolio›$1.4M
May Hill Capital, LLC14,079
0.3% of portfolio›$1.4M
Cherokee Insurance Co13,545
0.5% of portfolio›$1.3M
Trust Point Inc.13,421
0.1% of portfolio›$1.3M
Signal Advisors Wealth, LLC13,346
0.1% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC13,033
0.1% of portfolio›$1.3M
Henshaw Capital LLC12,880
0.0% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.12,722
0.0% of portfolio›$1.3K
Bank Julius Baer & Co. Ltd, Zurich12,412
0.0% of portfolio›$1.2M
NLB Skladi, upravljanje premozenja, d.o.o.12,375
0.0% of portfolio›$1.2M
Sage Rhino Capital LLC12,092
0.2% of portfolio›$1.2M
Oppenheimer Asset Management Inc.12,058
0.0% of portfolio›$1.2M
Everest Financial Group LLC11,936
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC11,829
0.0% of portfolio›$1.2M
Dynamic Advisor Solutions LLC11,598
0.0% of portfolio›$1.2M
Delta Financial Advisors LLC11,579
0.3% of portfolio›$1.1M
Cordatus Wealth Management LLC11,576
0.3% of portfolio›$1.1M
Lido Advisors, LLC11,329
0.0% of portfolio›$1.1M
Legacy Wealth Asset Management, LLC10,878
0.2% of portfolio›$1.1M
First Command Advisory Services, Inc.10,754
0.0% of portfolio›$1.1M
Traveka Wealth, LLC10,750
0.3% of portfolio›$1.1M
Xponance LLC10,498
0.0% of portfolio›$1.0M
Ascentis Independent Advisors10,431
0.1% of portfolio›$1.0M
Five Oceans Advisors10,361
0.4% of portfolio›$1.0M
Greenspring Advisors, LLC10,338
0.0% of portfolio›$1.0M
Concurrent Investment Advisors, LLC10,334
0.0% of portfolio›$1.0M
Pinnacle Wealth Planning Services, Inc.10,275
0.1% of portfolio›$1.0M
71 West Capital Partners10,223
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC9,965
0.0% of portfolio›$989.6K
Clearstead Advisors, LLC9,864
0.0% of portfolio›$979.4K
Westover Capital Advisors, LLC9,776
0.2% of portfolio›$970.9K
SeaBridge Investment Advisors LLC9,529
0.1% of portfolio›$946.3K
EverSource Wealth Advisors, LLC9,495
0.0% of portfolio›$943.0K
South Shore Capital Advisors9,425
0.6% of portfolio›$936.0K
Elevation Point Wealth Partners, LLC9,013
0.0% of portfolio›$894.8K
Perigon Wealth Management, LLC8,946
0.0% of portfolio›$888.4K
Mesirow Financial Investment Management, Inc.8,924
0.0% of portfolio›$886.3K
55 North Private Wealth, LLC8,910
0.2% of portfolio›$884.9K
Riversedge Advisors, LLC8,520
0.1% of portfolio›$846.1K
First Affirmative Financial Network8,075
0.2% of portfolio›$801.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP8,000
0.0% of portfolio›$794.5K
HUB Investment Partners, LLC7,983
0.0% of portfolio›$792.8K
Larry Mathis Financial Planning, LLC7,956
0.7% of portfolio›$790.1K
Anchyra Partners LLC7,925
0.2% of portfolio›$787.0K
Monument Capital Management7,692
0.2% of portfolio›$763.9K
Summit Global Investments7,629
0.0% of portfolio›$758
Tepp RIA, LLC7,547
0.5% of portfolio›$749.5K
Wealthstar Advisors, LLC7,374
0.2% of portfolio›$732.3K
Crumly & Associates Inc.7,287
0.1% of portfolio›$723.7K
Courier Capital LLC7,266
0.0% of portfolio›$721.6K
Yousif Capital Management, LLC7,243
0.0% of portfolio›$719.3K
Wedmont Private Capital7,238
0.0% of portfolio›$670.3K
Portside Wealth Group, LLC7,173
0.1% of portfolio›$712.4K
Mission Wealth Management, LP7,126
0.0% of portfolio›$707.6K
Rational Advisors, Inc.7,020
0.1% of portfolio›$697.2K
Cromwell Holdings LLC6,967
0.3% of portfolio›$691.9K
Carter Financial Group, Inc.6,632
0.3% of portfolio›$658.6K
Brighton Jones LLC6,569
0.0% of portfolio›$652.4K
SmartHarvest Portfolios, LLC6,517
0.3% of portfolio›$647.2K
XXI Wealth, LLC6,500
0.3% of portfolio›$645.5K
SYM Financial Corp6,484
0.0% of portfolio›$643.9K
Diversify Wealth Management, LLC6,405
0.0% of portfolio›$605.5K
Diversify Advisory Services, LLC6,405
0.0% of portfolio›$605.5K
Gibbs Wealth Management6,351
0.1% of portfolio›$630.7K
Abacus Wealth Partners, LLC6,250
0.1% of portfolio›$620.7K
Valeo Financial Advisors, LLC6,226
0.0% of portfolio›$618.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,190
0.0% of portfolio›$614.7K
Resonant Capital Advisors, LLC5,984
0.0% of portfolio›$594.3K
Crestwood Advisors Group, LLC5,953
0.0% of portfolio›$591.2K
Acorn Creek Capital LLC5,688
0.2% of portfolio›$564.9K
Thrivent Financial for Lutherans5,647
0.0% of portfolio›$556
V-Square Quantitative Management LLC5,646
0.1% of portfolio›$560.7K
Marks Group Wealth Management, Inc5,530
0.0% of portfolio›$549.2K
Waters Parkerson & Co., LLC5,500
0.0% of portfolio›$546.2K
Earned Wealth Advisors, LLC5,391
0.0% of portfolio›$535.4K
Florida Trust Wealth Management Co5,289
0.0% of portfolio›$525.3K
Ashton Thomas Private Wealth, LLC5,087
0.0% of portfolio›$505.2K
Seven Mile Advisory5,070
0.3% of portfolio›$503.5K
Werba Rubin Papier Wealth Management4,953
0.1% of portfolio›$491.9K
Old National Bancorp4,929
0.0% of portfolio›$489.5K
Seven Hills Financial, LLC4,841
0.3% of portfolio›$480.8K
Canopy Partners, LLC4,779
0.1% of portfolio›$474.6K
Foster Group, Inc.4,776
0.0% of portfolio›$474.3K
Simplicity Wealth,LLC4,488
0.0% of portfolio›$445.7K
Gallacher Capital Management LLC4,447
0.4% of portfolio›$441.7K
Cache Advisors, LLC4,364
0.0% of portfolio›$433.4K
D'Orazio & Associates, Inc.4,347
0.0% of portfolio›$431.7K
Nilsine Partners, LLC4,308
0.0% of portfolio›$427.8K
Contravisory Investment Management, Inc.4,253
0.1% of portfolio›$422.4K
Manske Wealth Management4,218
0.1% of portfolio›$418.9K
Certuity, LLC4,162
0.0% of portfolio›$413.3K
Sunpointe, LLC4,143
0.1% of portfolio›$411.4K
Sovran Advisors, LLC4,142
0.0% of portfolio›$358.7K
Euro Pacific Asset Management, LLC4,115
0.0% of portfolio›$408.7K
Rose Capital Advisors LLC4,101
0.1% of portfolio›$407.3K
Focused Alpha, LLC4,082
0.1% of portfolio›$405.4K
Avior Wealth Management, LLC4,070
0.0% of portfolio›$404.2K
Partners Wealth Management, LLC4,050
0.0% of portfolio›$402.2K
180 Wealth Advisors, LLC4,005
0.0% of portfolio›$397.7K
Weil Company, Inc.4,000
0.1% of portfolio›$397.2K
Samalin Investment Counsel, LLC3,991
0.1% of portfolio›$396.3K
Klingman & Associates, LLC3,987
0.0% of portfolio›$395.9K
Manchester Capital Management LLC3,953
0.1% of portfolio›$392.6K
Brucke Financial, Inc.3,947
0.2% of portfolio›$392.0K
Caitong International Asset Management Co., Ltd3,924
0.0% of portfolio›$389.7K
Integrated Advisors Network LLC3,862
0.0% of portfolio›$383.5K
Cornerstone Wealth Management, LLC3,860
0.0% of portfolio›$383.3K
Net Worth Advisory Group3,833
0.1% of portfolio›$367.2K
QP Wealth Management, LLC3,810
0.6% of portfolio›$378.4K
Symmetry Partners, LLC3,804
0.0% of portfolio›$377.8K
Fiduciary Financial Group, LLC3,782
0.0% of portfolio›$375.6K
Axxcess Wealth Management, LLC3,684
0.0% of portfolio›$365.9K
Argyle Capital Management, LLC3,650
0.1% of portfolio›$362.5K
Intergy Private Wealth, LLC3,620
0.1% of portfolio›$359.5K
AdvisorNet Financial, Inc3,609
0.0% of portfolio›$338.9K
Angeles Wealth Management, LLC3,599
0.0% of portfolio›$357.4K
Kohmann Bosshard Financial Services, LLC3,584
0.0% of portfolio›$355.9K
First Citizens Bank & Trust Co3,527
0.0% of portfolio›$350.3K
Founders Grove Wealth Partners, LLC3,508
0.1% of portfolio›$348.4K
Norden Group LLC3,448
0.0% of portfolio›$342.4K
Brookstone Capital Management3,444
0.0% of portfolio›$342.1K
Focus Financial Network, Inc.3,393
0.0% of portfolio›$337.0K
Indivisible Partners3,381
0.0% of portfolio›$335.8K
August Group Capital Ltd3,372
0.3% of portfolio›$334.9K
Fulcrum Equity Management3,352
0.3% of portfolio›$332.9K
Syverson Strege & Co3,348
0.1% of portfolio›$332.5K
TD Private Client Wealth LLC3,329
0.0% of portfolio›$330.6K
VestGen Advisors, LLC3,294
0.0% of portfolio›$327.1K
Vontobel Holding Ltd.3,270
0.0% of portfolio›$324.7K
RBA Wealth Management, LLC3,240
0.1% of portfolio›$321.8K
Walkner Condon Financial Advisors LLC3,224
0.0% of portfolio›$320.2K
Avidian Wealth Enterprises, LLC3,214
0.0% of portfolio›$319.2K
Echo45 Advisors LLC3,111
0.1% of portfolio›$309.0K
Victory Financial Group, LLC3,028
0.0% of portfolio›$300.7K
Interchange Capital Partners, LLC3,014
0.1% of portfolio›$299.3K
Legacy Wealth Partners, LLC2,958
0.1% of portfolio›$293.8K
Adell Harriman & Carpenter Inc2,926
0.0% of portfolio›$290.7K
Midwest Trust Co2,888
0.0% of portfolio›$286.8K
Magnus Financial Group LLC2,823
0.0% of portfolio›$280.4K
Avestar Capital, LLC2,821
0.0% of portfolio›$280.2K
Regions Financial Corp2,778
0.0% of portfolio›$275.9K
Rosenberg Matthew Hamilton2,713
0.0% of portfolio›$269.4K
Facet Wealth, Inc.2,685
0.0% of portfolio›$266.6K
Inscription Capital, LLC2,674
0.0% of portfolio›$265.6K
Summit Wealth Group LLC / Co2,667
0.0% of portfolio›$264.8K
Warren Street Wealth Advisors, LLC2,656
0.1% of portfolio›$263.8K
Apollon Wealth Management, LLC2,655
0.0% of portfolio›$263.7K
SAX Wealth Advisors, LLC2,653
0.0% of portfolio›$263.5K
Nisa Investment Advisors, LLC2,593
0.0% of portfolio›$257.5K
Modera Wealth Management, LLC2,571
0.0% of portfolio›$255.3K
Prospect Financial Group LLC2,568
0.2% of portfolio›$255.0K
AlphaCore Capital LLC2,550
0.0% of portfolio›$253.2K
Hoxton Planning & Management, LLC2,546
0.1% of portfolio›$252.8K
Polaris Financial Partners2,542
0.1% of portfolio›$253
Avantax Planning Partners, Inc.2,536
0.0% of portfolio›$251.9K
Hidden Cove Wealth Management, LLC2,530
0.1% of portfolio›$251.3K
Diversified Enterprises, LLC2,529
0.0% of portfolio›$251.2K
Tanager Wealth Management LLP2,506
0.0% of portfolio›$248.9K
Acorn Financial Advisory Services Inc2,500
0.0% of portfolio›$248.3K
Aviance Capital Partners, LLC2,500
0.0% of portfolio›$248.3K
Nicholas Hoffman & Company, Llc.2,445
0.0% of portfolio›$242.8K
SteelPeak Wealth, LLC2,426
0.0% of portfolio›$240.9K
Braun-Bostich & Associates Inc.2,420
0.1% of portfolio›$240.3K
Owl Creek Wealth Partners LLC2,411
0.1% of portfolio›$239.4K
Romano Brothers and Company2,386
0.0% of portfolio›$237.0K
Everhart Financial Group, Inc.2,381
0.0% of portfolio›$236.5K
Fifth Third Bancorp2,333
0.0% of portfolio›$231.7K
Financial Solutions Advisory Group, Inc.2,329
0.0% of portfolio›$220.3K
Scheeler Financial LLC2,321
0.2% of portfolio›$230.5K
Boltwood Capital Management2,300
0.1% of portfolio›$228.4K
Jcic Asset Management Inc.2,276
0.1% of portfolio›$226.0K
Baron Wealth Management LLC2,257
0.1% of portfolio›$224.1K
Daymark Wealth Partners, LLC2,245
0.0% of portfolio›$222.9K
J.W. Cole Advisors, Inc.2,203
0.0% of portfolio›$218.8K
Salomon & Ludwin, LLC2,131
0.0% of portfolio›$211.6K
RMR Wealth Builders2,126
0.0% of portfolio›$211.1K
Verdence Capital Advisors LLC2,055
0.0% of portfolio›$204.1K
Level Four Advisory Services, LLC2,040
0.0% of portfolio›$202.6K
Moody National Bank Trust Division2,033
0.0% of portfolio›$201.9K
Enterprise Financial Services Corp2,015
0.1% of portfolio›$200.1K
FAI Advisors, Inc.2,015
0.1% of portfolio›$200.1K
Provenance Wealth Advisors, LLC1,863
0.0% of portfolio›$185.0K
James T. Borello RIA1,780
0.0% of portfolio›$176.8K
Grove Bank & Trust1,602
0.0% of portfolio›$159.1K
Larson Financial Group LLC1,564
0.0% of portfolio›$155.3K
IFP Advisors, Inc1,553
0.0% of portfolio›$154.2K
Root Financial Partners, LLC1,502
0.0% of portfolio›$149.2K
Blue Trust, Inc.1,476
0.0% of portfolio›$146.6K
CoreCap Advisors, LLC1,411
0.0% of portfolio›$140.2K
JFS Wealth Advisors, LLC1,326
0.0% of portfolio›$131.7K
Parkside Financial Bank & Trust1,322
0.0% of portfolio›$131.3K
FNY Investment Advisers, LLC1,230
0.0% of portfolio›$122
Private Trust Co NA1,138
0.0% of portfolio›$113.0K
Financial Management Professionals, Inc.1,132
0.0% of portfolio›$112.4K
Acropolis Investment Management, LLC1,039
0.0% of portfolio›$103.2K
City Holding Co1,027
0.0% of portfolio›$102.0K
Westside Investment Management, Inc.1,020
0.0% of portfolio›$98.1K
True Wealth Design, LLC1,007
0.0% of portfolio›$100.0K
Guardian Partners Inc.1,000
0.0% of portfolio›$99.3K
Bayforest Capital Ltd927
0.1% of portfolio›$92.1K
Spire Wealth Management855
0.0% of portfolio›$84.9K
Silver Grove Financial Group, Inc.818
0.0% of portfolio›$81.3K
Berbice Capital Management LLC800
0.0% of portfolio›$79.4K
Hanson & Doremus Investment Management783
0.0% of portfolio›$78
West Financial Advisors, LLC739
0.0% of portfolio›$73.4K
StrongBox Wealth, LLC686
0.0% of portfolio›$68.1K
Mather Group, Llc.677
0.0% of portfolio›$67.2K
Proathlete Wealth Management LLC606
0.0% of portfolio›$60.2K
Financial Consulate, Inc604
0.0% of portfolio›$60.0K
Summit Securities Group LLC600
0.0% of portfolio›$59.6K
Cape Investment Advisory, Inc.584
0.0% of portfolio›$58.0K
Triumph Capital Management577
0.0% of portfolio›$57.3K
SJS Investment Consulting Inc.536
0.0% of portfolio›$53.2K
Bare Financial Services, Inc525
0.0% of portfolio›$52.1K
Highline Wealth Partners LLC523
0.0% of portfolio›$51.9K
Bell Investment Advisors, Inc459
0.0% of portfolio›$45.6K
Lanark Financial, Inc.438
0.0% of portfolio›$43.5K
Essential Partners LLC397
0.0% of portfolio›$39.4K
Heritage Family Offices, LLP375
0.0% of portfolio›$37.2K
Physician Wealth Advisors, Inc.370
0.0% of portfolio›$36.7K
Retirement Wealth Solutions LLC367
0.0% of portfolio›$36.4K
Maseco LLP329
0.0% of portfolio›$32.7K
Fairscale Capital, LLC321
0.0% of portfolio›$27.4K
Prudent Man Investment Management, Inc.321
0.0% of portfolio›$31.9K
Wealth Enhancement Trust Services, Inc.310
0.0% of portfolio›$30.8K
Signature Equity Partners, LLC289
0.0% of portfolio›$28.7K
Nfsg Corp283
0.0% of portfolio›$28.1K
Ascentis Wealth Management, LLC279
0.0% of portfolio›$27.7K
Flagship Wealth Advisors, LLC275
0.0% of portfolio›$27.3K
Cassaday & Co Wealth Management LLC268
0.0% of portfolio›$26.6K
Wilmington Savings Fund Society, FSB235
0.0% of portfolio›$23.3K
Atwood & Palmer Inc233
0.0% of portfolio›$23.1K
CX Institutional223
0.0% of portfolio›$22
Elevation Wealth Partners, LLC222
0.0% of portfolio›$22.0K
Indiana Trust & Investment Management Co220
0.0% of portfolio›$21.8K
Plante Moran Financial Advisors, LLC219
0.0% of portfolio›$21.7K
UMB Private Wealth Management, LLC218
0.0% of portfolio›$21.7K
Trust Co of Toledo NA214
0.0% of portfolio›$21.3K
Creative Financial Designs Inc214
0.0% of portfolio›$21.3K
Jacobi Capital Management LLC206
0.0% of portfolio›$20.4K
Pinnacle Bancorp, Inc.203
0.0% of portfolio›$20.2K
Elyxium Wealth, LLC202
0.0% of portfolio›$20.1K
Valley National Advisers Inc200
0.0% of portfolio›$19.9K
Valued Wealth Advisors LLC189
0.0% of portfolio›$18.8K
Rossby Financial, LCC178
0.0% of portfolio›$17.7K
Center for Financial Planning, Inc.175
0.0% of portfolio›$17.4K
Fortitude Family Office, LLC169
0.0% of portfolio›$16.8K
Roxbury Financial LLC168
0.0% of portfolio›$16.7K
Planning Strategies Inc.153
0.0% of portfolio›$15.2K
American Capital Advisory, LLC153
0.0% of portfolio›$15.2K
Arlington Trust Co LLC148
0.0% of portfolio›$14.7K
Duncker Streett & Co Inc148
0.0% of portfolio›$14.7K
North Star Investment Management Corp.146
0.0% of portfolio›$14.5K
MV Capital Management, Inc.143
0.0% of portfolio›$14.2K
Independence Bank of Kentucky136
0.0% of portfolio›$13.5K
Golden State Wealth Management, LLC126
0.0% of portfolio›$12.5K
Rachor Investment Advisory Services, LLC120
0.0% of portfolio›$11.9K
Downshift Financial, LLC108
0.0% of portfolio›$10.7K
Hager Investment Management Services, LLC103
0.0% of portfolio›$10.2K
Montag A & Associates Inc100
0.0% of portfolio›$9.9K
Hoey Investments, Inc100
0.0% of portfolio›$9.9K
Main Street Group, LTD100
0.0% of portfolio›$9.9K
Costello Asset Management, Inc100
0.0% of portfolio›$9.9K
Acumen Wealth Advisors, LLC98
0.0% of portfolio›$9.7K
Friedenthal Financial96
0.0% of portfolio›$9.5K
WPG Advisers, LLC93
0.0% of portfolio›$9.2K
GK Wealth Management LLC90
0.0% of portfolio›$8.9K
Burk Holdings LLC88
0.0% of portfolio›$8.7K
Jnba Financial Advisors84
0.0% of portfolio›$8.3K
Nova Financial LLC84
0.0% of portfolio›$8.3K
Archer Investment Corp83
0.0% of portfolio›$8.2K
Kozak & Associates, Inc.79
0.0% of portfolio›$6.8K
Fiduciary Advisors, Inc.76
0.0% of portfolio›$7.5K
Trust Co68
0.0% of portfolio›$6.8K
Central Trust Co68
0.0% of portfolio›$6.8K
Ares Financial Consulting, LLC66
0.0% of portfolio›$6.6K
Winch Advisory Services, LLC61
0.0% of portfolio›$6.0K
City State Bank60
0.0% of portfolio›$6.0K
Nemes Rush Group LLC50
0.0% of portfolio›$5.0K
Murphy & Mullick Capital Management Corp50
0.0% of portfolio›$5.0K
New England Capital Financial Advisors LLC50
0.0% of portfolio›$5.0K
Eastern Bank49
0.0% of portfolio›$4.9K
Breakwater Investment Management48
0.0% of portfolio›$4.8K
Clean Yield Group48
0.0% of portfolio›$4.8K
Financial Network Wealth Advisors LLC46
0.0% of portfolio›$4.6K
GHP Investment Advisors, Inc.44
0.0% of portfolio›$4.4K
Monetary Solutions, Ltd44
0.0% of portfolio›$4.4K
Brown, Lisle Ings, Inc.44
0.0% of portfolio›$4.3K
Markowski Investments43
0.0% of portfolio›$4.3K
Oakworth Capital, Inc.39
0.0% of portfolio›$3.9K
Key FInancial Inc39
0.0% of portfolio›$3.9K
Albion Financial Group36
0.0% of portfolio›$3.6K
Asset Dedication, LLC34
0.0% of portfolio›$3.4K
Horizon Financial Services, LLC34
0.0% of portfolio›$3.4K
Birch Financial Group, LLC32
0.0% of portfolio›$3.1K
Trifecta Capital Advisors, LLC22
0.0% of portfolio›$2.2K
First Bancorp, Inc20
0.0% of portfolio›$2.0K
Nvest Wealth Strategies, Inc.20
0.0% of portfolio›$2.0K
Abound Wealth Management19
0.0% of portfolio›$1.9K
Balance Wealth Partners LLC17
0.0% of portfolio›$1.7K
Noble Wealth Management PBC16
0.0% of portfolio›$1.6K
Gilpin Wealth Management, LLC16
0.0% of portfolio›$1.6K
Buck Wealth Strategies, LLC15
0.0% of portfolio›$1.5K
DeDora Capital, Inc.14
0.0% of portfolio›$1.4K
Rakuten Securities, Inc.12
0.0% of portfolio›$1.2K
Mosley Wealth Management10
0.0% of portfolio›$945
Trust Co of Vermont7
0.0% of portfolio›$695
Godsey & Gibb, Inc6
0.0% of portfolio›$596
Decker Retirement Planning Inc.6
0.0% of portfolio›$627
Kingdom Financial Group Llc.1
0.0% of portfolio›$89
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
9,537,534$947.2M0.2%IndexLowAustin, TX2026-11-04
Sanders Capital, LLC
1,844,107$183.1M0.2%GARPMediumWest Palm Beach, FL2026-11-02
Cookson Peirce & Co Inc
593,282$58.9M2.1%GrowthHighPittsburgh, PA2026-10-30
Crossmark Global Holdings, Inc.
418,296$41.5M0.5%GARPMediumHouston, TX2026-10-21
Bank of New York Mellon Corp
351,086$34.9M0.0%CoreLowNew York, NY2026-11-05
Creative Planning
324,502$32.2M0.0%IndexVery LowOverland Park, KS2026-11-02
ABC Arbitrage SA
295,720$29.4M2.9%YieldVery HighParis, India2026-10-23
Ritholtz Wealth Management
194,611$19.3M0.3%IndexLowNew York, NY2026-11-05
Ethic Inc.
191,715$19.0M0.2%CoreLowNew York, NY2026-11-03
US Bancorp \de\
158,014$15.7M0.0%IndexLowMinneapolis, MN2026-11-05
Citigroup Inc
134,482$13.4M0.0%CoreMediumNew York, NY2026-11-04
Savant Capital, LLC
103,326$10.3M0.0%IndexVery LowRockford, IL2026-11-06
Assetmark, Inc
84,150$8.4M0.0%ETFLowConcord, CA2026-10-21
Truist Financial Corp
82,779$8.2M0.0%CoreLowCharlotte, NC2026-10-30
PNC Financial Services Group, Inc.
81,455$8.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
TD Waterhouse Canada Inc.
81,152$7.8M0.0%CoreLowToronto, Australia2026-10-16
Factory Mutual Insurance Co
77,552$7.7M0.1%GrowthLowWaltham, MA2026-10-30
Americana Partners, LLC
75,677$7.5M0.2%CoreMediumHouston, TX2026-10-28
Vise Technologies, Inc.
75,509$7.5M0.1%IndexLowNew York, NY2026-10-29
Compound Planning, Inc.
74,847$7.4M0.2%CoreLowNew York, NY2026-11-05
Hennessy Advisors Inc
70,900$7.0M0.3%Deep ValueMediumNovato, CA2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
63,521$6.0M0.3%CoreLowPrague, Bahrain2026-10-15
Gradient Investments LLC
60,734$6.0M0.1%CoreMediumArden Hills, MN2026-10-08
Old Port Advisors
59,193$5.9M1.2%GARPLowPortland, ME2026-10-23
Wealth Enhancement Advisory Services, LLC
57,907$4.0M0.0%CoreLowPlymouth, MN2026-10-13
Signaturefd, LLC
57,069$5.7M0.1%IndexLowAtlanta, GA2026-10-23
TrueMark Investments, LLC
55,397$5.5M0.6%YieldHighChicago, IL2026-11-05
Keybank National Association
52,292$5.2M0.0%CoreLowBrooklyn, OH2026-11-04
Davenport & Co LLC
46,809$4.6M0.0%CoreMediumRichmond, VA2026-10-14
Catalyst Capital Advisors LLC
46,775$4.6M0.1%ETFVery LowSan Juan, PR2026-11-02
Allspring Global Investments Holdings, LLC
46,357$4.4M0.0%CoreMediumCharlotte, NC2026-11-04
Aaron Wealth Advisors LLC
45,488$4.5M0.2%GrowthMediumChicago, IL2026-10-13
Prospera Financial Services Inc
43,844$3.7M0.0%CoreMediumDallas, TX2026-11-04
Park Avenue Securities LLC
41,684$4.1K0.0%ETFMediumNew York, NY2026-10-26
Foresight Capital Management Advisors, Inc.
37,370$3.7M1.8%CoreMediumSaline, MI2026-10-27
Kathmere Capital Management, LLC
35,501$3.5M0.2%ETFLowWayne, PA2026-10-20
Imc-Chicago, LLC
34,741$3.5M0.0%GARPVery HighChicago, IL2026-11-05
MGO One Seven LLC
32,373$3.2M0.1%GrowthLowBeachwood, OH2026-10-28
Sowell Financial Services LLC
32,213$3.2M0.1%CoreLowNorth Little Rock, AR2026-10-23
Ted Buchan & Co
31,845$3.2M1.0%ETFLowSan Diego, CA2026-10-23
Pittenger & Anderson Inc
29,758$3.0M0.1%CoreLowLincoln, NE2026-11-02
Choreo, LLC
28,816$2.9M0.0%IndexLowRockford, IL2026-10-28
Evergreen Capital Management LLC
28,769$2.9M0.1%GARPMediumBellevue, WA2026-10-23
CIBC Asset Management Inc
28,577$2.8M0.0%GARPLowToronto, South Africa2026-11-05
FCG Investment Co
28,288$2.8M0.9%GrowthHighGermantown, TN2026-10-13
LVW Advisors, LLC
27,815$2.8M0.2%CoreMediumPittsford, NY2026-10-19
Quadrant Capital Group LLC
26,794$2.5M0.1%CoreLowCincinnati, OH2026-10-20
Pzena Investment Management LLC
25,603$2.5M0.0%Deep ValueMediumNew York, NY2026-10-30
Pekin Hardy Strauss, Inc.
25,521$2.5M0.2%ValueMediumChicago, IL2026-11-02
Commonwealth Equity Services, LLC
24,996$2.5M0.0%ETFLowWaltham, MA2026-11-02
Sagespring Wealth Partners, LLC
24,845$2.5M0.0%ETFLowFranklin, TN2026-10-22
Farther Finance Advisors, LLC
24,672$2.5M0.0%IndexLowSan Francisco, CA2026-10-08
Prime Capital Investment Advisors, LLC
24,630$2.4M0.0%ETFLowOverland Park, KS2026-10-20
AGF Management LTD
23,466$2.3M0.0%GrowthHighToronto, Australia2026-11-03
Mitchell & Pahl Private Wealth, LLC
22,987$2.3M0.8%CoreVery LowOklahoma City, OK2026-10-14
Wedbush Securities Inc
22,941$2.3K0.0%CoreLowPasadena, CA2026-10-22
Cornerstone Planning, LLC
22,407$2.2M0.4%CoreMediumCharlotte, NC2026-10-27
Aprio Wealth Management, LLC
22,228$2.2M0.1%ETFMediumAtlanta, GA2026-10-28
Oppenheimer & Co Inc
21,512$2.1M0.0%CoreLowNew York, NY2026-10-26
Abel Hall, LLC
20,435$2.0M0.4%CoreMediumBaton Rouge, LA2026-10-19
Versant Capital Management, Inc
19,526$1.9M0.2%GARPLowPhoenix, AZ2026-10-02
D.A. Davidson & Co.
19,437$1.9M0.0%CoreLowGreat Falls, MT2026-10-28
Gamma Investing LLC
19,307$1.9M0.1%IndexVery LowFoster City, CA2026-10-08
Atria Investments, Inc
19,229$1.9M0.0%CoreMediumCharlotte, NC2026-10-15
SBI Securities Co., Ltd.
18,382$1.8M0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Merit Financial Group, LLC
18,166$1.8M0.0%ETFLowAlpharetta, GA2026-11-06
HB Wealth Management, LLC
18,011$1.8M0.0%IndexVery LowAtlanta, GA2026-10-23
PDS Planning, Inc
17,154$1.7M0.1%IndexVery LowDublin, OH2026-11-03
Parallel Advisors, LLC
16,773$1.7M0.0%IndexLowSan Francisco, CA2026-11-03
Soltis Investment Advisors LLC
16,770$1.7M0.1%CoreMediumSt. George, UT2026-10-28
Henry James International Management Inc.
16,732$1.7M0.5%GARPLowNew York, NY2026-10-14
Frank, Rimerman Advisors LLC
16,701$1.7M0.1%GrowthLowPalo Alto, CA2026-10-16
Barclays PLC
16,653$1.7M0.0%CoreMediumLondon, United Kingdom2026-11-06
Profund Advisors LLC
15,890$1.6M0.0%GrowthLowBethesda, MD2026-10-29
Themes Management Co LLC
15,382$1.5M1.0%GARPMediumGreenwich, CT2026-10-29
Nations Financial Group Inc,
15,027$1.5M0.1%CoreLowCedar Rapids, IA2026-11-05
Greenleaf Trust
15,017$1.5M0.0%CoreLowKalamazoo, MI2026-10-29
NorthCrest Asset Manangement, LLC
14,430$1.3M0.0%GrowthLowPlymouth, MN2026-10-13
Founders Financial Securities LLC
14,388$1.4M0.1%ETFMediumTowson, MD2026-10-28
Gryphon Financial Partners LLC
14,365$1.4M0.1%IndexLowColumbus, OH2026-11-04
Ascent Group, LLC
14,246$1.4M0.0%CoreLowVirginia Beach, VA2026-10-30
May Hill Capital, LLC
14,079$1.4M0.3%ETFLowCohasset, MA2026-11-03
Cherokee Insurance Co
13,545$1.3M0.5%ValueVery LowSterling Heights, MI2026-11-05
Trust Point Inc.
13,421$1.3M0.1%CoreMediumLa Crosse, WI2026-10-27
Signal Advisors Wealth, LLC
13,346$1.3M0.1%ETFLowDetroit, MI2026-10-13
Linden Thomas Advisory Services, LLC
13,033$1.3M0.1%CoreLowCharlotte, NC2026-10-19
Henshaw Capital LLC
12,880$1.3M0.0%GrowthVery LowWoburn, MA2026-11-03
Cambridge Investment Research Advisors, Inc.
12,722$1.3K0.0%ETFLowFairfield, IA2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
12,412$1.2M0.0%GrowthMediumZurich, Switzerland2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
12,375$1.2M0.0%GrowthLowLjubljana, Andorra2026-10-22
Sage Rhino Capital LLC
12,092$1.2M0.2%ETFLowMenlo Park, CA2026-10-28
Oppenheimer Asset Management Inc.
12,058$1.2M0.0%CoreMediumNew York, NY2026-10-27
Everest Financial Group LLC
11,936$1.2M0.1%GrowthVery LowMinneapolis, MN2026-11-06
Kestra Private Wealth Services, LLC
11,829$1.2M0.0%GrowthLowAustin, TX2026-11-06
Dynamic Advisor Solutions LLC
11,598$1.2M0.0%ETFLowPhoenix, AZ2026-10-13
Delta Financial Advisors LLC
11,579$1.1M0.3%CoreVery LowMetairie, LA2026-10-27
Cordatus Wealth Management LLC
11,576$1.1M0.3%GrowthMediumNewtown, PA2026-10-19
Lido Advisors, LLC
11,329$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Legacy Wealth Asset Management, LLC
10,878$1.1M0.2%GARPMediumWoodbury, MN2026-10-09
First Command Advisory Services, Inc.
10,754$1.1M0.0%IndexLowFort Worth, TX2026-11-05
Traveka Wealth, LLC
10,750$1.1M0.3%ETFLowLos Altos, CA2026-10-19
Xponance LLC
10,498$1.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ascentis Independent Advisors
10,431$1.0M0.1%ETFLowDallas, TX2026-11-03
Five Oceans Advisors
10,361$1.0M0.4%ETFVery LowCarlsbad, CA2026-10-22
Greenspring Advisors, LLC
10,338$1.0M0.0%ETFVery LowTowson, MD2026-11-05
Concurrent Investment Advisors, LLC
10,334$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Pinnacle Wealth Planning Services, Inc.
10,275$1.0M0.1%GARPLowMansfield, OH2026-10-27
71 West Capital Partners
10,223$1.0M0.0%IndexVery LowBoston, MA2026-11-04
Kestra Advisory Services, LLC
9,965$989.6K0.0%CoreLowAustin, TX2026-11-02
Clearstead Advisors, LLC
9,864$979.4K0.0%ETFLowCleveland, OH2026-11-06
Westover Capital Advisors, LLC
9,776$970.9K0.2%MomentumLowWilmington, DE2026-10-26
SeaBridge Investment Advisors LLC
9,529$946.3K0.1%GrowthMediumSummit, NJ2026-11-02
EverSource Wealth Advisors, LLC
9,495$943.0K0.0%CoreMediumBirmingham, AL2026-11-04
South Shore Capital Advisors
9,425$936.0K0.6%CoreMediumCohasset, MA2026-10-20
Elevation Point Wealth Partners, LLC
9,013$894.8K0.0%CoreHighDenver, CO2026-11-05
Perigon Wealth Management, LLC
8,946$888.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Mesirow Financial Investment Management, Inc.
8,924$886.3K0.0%CoreLowChicago, IL2026-11-05
55 North Private Wealth, LLC
8,910$884.9K0.2%ETFLowWinter Park, FL2026-10-20
Riversedge Advisors, LLC
8,520$846.1K0.1%ETFMediumWilmington, DE2026-10-09
First Affirmative Financial Network
8,075$801.9K0.2%CoreN/AColorado Springs, CO2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
8,000$794.5K0.0%GrowthVery LowBoston, MA2026-10-23
HUB Investment Partners, LLC
7,983$792.8K0.0%GrowthLowAustin, TX2026-11-03
Larry Mathis Financial Planning, LLC
7,956$790.1K0.7%ValueHighPhoenix, AZ2026-10-26
Anchyra Partners LLC
7,925$787.0K0.2%CoreLowAtlanta, GA2026-10-13
Monument Capital Management
7,692$763.9K0.2%GARPHighAlexandria, VA2026-10-09
Summit Global Investments
7,629$7580.0%CoreMediumBountiful, UT2026-10-28
Tepp RIA, LLC
7,547$749.5K0.5%ETFMediumWestfield, NJ2026-10-14
Wealthstar Advisors, LLC
7,374$732.3K0.2%ETFMediumPlano, TX2026-10-19
Crumly & Associates Inc.
7,287$723.7K0.1%ETFMediumSpringfield, IL2026-10-07
Courier Capital LLC
7,266$721.6K0.0%ETFLowBuffalo, NY2026-10-19
Yousif Capital Management, LLC
7,243$719.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Wedmont Private Capital
7,238$670.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Portside Wealth Group, LLC
7,173$712.4K0.1%CoreMediumProvo, UT2026-10-20
Mission Wealth Management, LP
7,126$707.6K0.0%ETFLowSanta Barbara, CA2026-10-15
Rational Advisors, Inc.
7,020$697.2K0.1%ETFMediumSan Juan, PR2026-11-02
Cromwell Holdings LLC
6,967$691.9K0.3%IndexLowJackson, WY2026-10-28
Carter Financial Group, Inc.
6,632$658.6K0.3%GrowthLowBarrington, IL2026-10-21
Brighton Jones LLC
6,569$652.4K0.0%CoreVery LowSeattle, WA2026-11-03
SmartHarvest Portfolios, LLC
6,517$647.2K0.3%GrowthLowSeattle, WA2026-10-26
XXI Wealth, LLC
6,500$645.5K0.3%GrowthLowChicago, IL2026-10-22
SYM Financial Corp
6,484$643.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Diversify Wealth Management, LLC
6,405$605.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
6,405$605.5K0.0%GrowthLowSandy, UT2026-10-20
Gibbs Wealth Management
6,351$630.7K0.1%CoreLowAlpharetta, GA2026-10-22
Abacus Wealth Partners, LLC
6,250$620.7K0.1%ETFLowSanta Monica, CA2026-11-03
Valeo Financial Advisors, LLC
6,226$618.3K0.0%ETFLowCarmel, IN2026-10-08
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,190$614.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Resonant Capital Advisors, LLC
5,984$594.3K0.0%ETFLowMadison, WI2026-10-15
Crestwood Advisors Group, LLC
5,953$591.2K0.0%GrowthLowBoston, MA2026-10-27
Acorn Creek Capital LLC
5,688$564.9K0.2%ETFLowFort Collins, CO2026-11-05
Thrivent Financial for Lutherans
5,647$5560.0%GARPMediumMinneapolis, MN2026-11-05
V-Square Quantitative Management LLC
5,646$560.7K0.1%CoreLowChicago, IL2026-10-15
Marks Group Wealth Management, Inc
5,530$549.2K0.0%CoreMediumMinnetonka, MN2026-11-05
Waters Parkerson & Co., LLC
5,500$546.2K0.0%CoreVery LowNew Orleans, LA2026-11-04
Earned Wealth Advisors, LLC
5,391$535.4K0.0%ETFHighWalnut Creek, CA2026-11-06
Florida Trust Wealth Management Co
5,289$525.3K0.0%CoreVery LowSanibel, FL2026-11-05
Ashton Thomas Private Wealth, LLC
5,087$505.2K0.0%CoreMediumScottsdale, AZ2026-11-03
Seven Mile Advisory
5,070$503.5K0.3%GrowthLowTallahassee, FL2026-10-22
Werba Rubin Papier Wealth Management
4,953$491.9K0.1%ETFLowSan Jose, CA2026-11-06
Old National Bancorp
4,929$489.5K0.0%CoreLowEvansville, IN2026-10-20
Seven Hills Financial, LLC
4,841$480.8K0.3%ETFN/ATallahassee, FL2026-10-13
Canopy Partners, LLC
4,779$474.6K0.1%GrowthLowCincinnati, OH2026-10-28
Foster Group, Inc.
4,776$474.3K0.0%ETFVery LowUrbandale, IA2026-10-13
Simplicity Wealth,LLC
4,488$445.7K0.0%ETFLowSummit, NJ2026-10-23
Gallacher Capital Management LLC
4,447$441.7K0.4%ValueMediumLone Tree, CO2026-10-30
Cache Advisors, LLC
4,364$433.4K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
D'Orazio & Associates, Inc.
4,347$431.7K0.0%ETFLowVienna, VA2026-11-04
Nilsine Partners, LLC
4,308$427.8K0.0%CoreMediumGreenwood Village, CO2026-11-02
Contravisory Investment Management, Inc.
4,253$422.4K0.1%MomentumHighNorwell, MA2026-10-13
Manske Wealth Management
4,218$418.9K0.1%ValueVery LowHouston, TX2026-10-26
Certuity, LLC
4,162$413.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Sunpointe, LLC
4,143$411.4K0.1%GrowthMediumSt. Louis, MO2026-10-22
Sovran Advisors, LLC
4,142$358.7K0.0%ETFMediumSan Diego, CA2026-11-02
Euro Pacific Asset Management, LLC
4,115$408.7K0.0%GARPLowDorado, PR2026-11-03
Rose Capital Advisors LLC
4,101$407.3K0.1%ETFN/AMiami Beach, FL2026-11-04
Focused Alpha, LLC
4,082$405.4K0.1%CoreMediumDenver, CO2026-10-20
Avior Wealth Management, LLC
4,070$404.2K0.0%ETFMediumOmaha, NE2026-10-13
Partners Wealth Management, LLC
4,050$402.2K0.0%CoreLowCarmel By The Sea, CA2026-10-28
180 Wealth Advisors, LLC
4,005$397.7K0.0%CoreLowFederal Way, WA2026-11-03
Weil Company, Inc.
4,000$397.2K0.1%ETFLowSan Diego, CA2026-10-14
Samalin Investment Counsel, LLC
3,991$396.3K0.1%YieldMediumChappaqua, NY2026-10-23
Klingman & Associates, LLC
3,987$395.9K0.0%ETFVery LowNew York, NY2026-10-20
Manchester Capital Management LLC
3,953$392.6K0.1%CoreLowManchester, VT2026-10-22
Brucke Financial, Inc.
3,947$392.0K0.2%GrowthMediumIndianapolis, IN2026-10-23
Caitong International Asset Management Co., Ltd
3,924$389.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Integrated Advisors Network LLC
3,862$383.5K0.0%GrowthMediumDallas, TX2026-10-20
Cornerstone Wealth Management, LLC
3,860$383.3K0.0%ETFVery LowSt. Peters, MO2026-11-04
Net Worth Advisory Group
3,833$367.2K0.1%GARPMediumSandy, UT2026-10-20
QP Wealth Management, LLC
3,810$378.4K0.6%GrowthHighBoca Raton, FL2026-10-20
Symmetry Partners, LLC
3,804$377.8K0.0%ETFLowGlastonbury, CT2026-10-27
Fiduciary Financial Group, LLC
3,782$375.6K0.0%ETFLowSan Rafael, CA2026-10-13
Axxcess Wealth Management, LLC
3,684$365.9K0.0%CoreLowCarlsbad, CA2026-10-21
Argyle Capital Management, LLC
3,650$362.5K0.1%ValueVery LowCenter Valley, PA2026-10-28
Intergy Private Wealth, LLC
3,620$359.5K0.1%ETFVery LowColorado Springs, CO2026-10-16
AdvisorNet Financial, Inc
3,609$338.9K0.0%ETFLowMinnetonka, MN2026-10-15
Angeles Wealth Management, LLC
3,599$357.4K0.0%ETFLowSanta Monica, CA2026-10-26
Kohmann Bosshard Financial Services, LLC
3,584$355.9K0.0%ETFLowFairlawn, OH2026-11-04
First Citizens Bank & Trust Co
3,527$350.3K0.0%CoreMediumRaleigh, NC2026-10-14
Founders Grove Wealth Partners, LLC
3,508$348.4K0.1%ETFLowRichmond, VA2026-10-16
Norden Group LLC
3,448$342.4K0.0%GrowthMediumProvo, UT2026-10-20
Brookstone Capital Management
3,444$342.1K0.0%ETFMediumWheaton, IL2026-10-22
Focus Financial Network, Inc.
3,393$337.0K0.0%ETFLowMinneapolis, MN2026-10-14
Indivisible Partners
3,381$335.8K0.0%GrowthMediumClearwater, FL2026-10-26
August Group Capital Ltd
3,372$334.9K0.3%GrowthMediumToronto, Australia2026-10-14
Fulcrum Equity Management
3,352$332.9K0.3%GrowthHighPlano, TX2026-10-21
Syverson Strege & Co
3,348$332.5K0.1%ETFVery LowWest Des Moines, IA2026-11-02
TD Private Client Wealth LLC
3,329$330.6K0.0%ETFLowNew York, NY2026-10-28
VestGen Advisors, LLC
3,294$327.1K0.0%GrowthMediumChicago, IL2026-10-27
Vontobel Holding Ltd.
3,270$324.7K0.0%CoreMediumZurich, Switzerland2026-10-16
RBA Wealth Management, LLC
3,240$321.8K0.1%ValueMediumNewport Beach, CA2026-10-28
Walkner Condon Financial Advisors LLC
3,224$320.2K0.0%ETFLowVerona, WI2026-11-02
Avidian Wealth Enterprises, LLC
3,214$319.2K0.0%ETFLowHouston, TX2026-10-08
Echo45 Advisors LLC
3,111$309.0K0.1%ETFLowWalnut Creek, CA2026-10-07
Victory Financial Group, LLC
3,028$300.7K0.0%ETFLowAustin, TX2026-10-27
Interchange Capital Partners, LLC
3,014$299.3K0.1%GrowthLowPittsburgh, PA2026-10-28
Legacy Wealth Partners, LLC
2,958$293.8K0.1%ETFHighLakewood, CO2026-10-15
Adell Harriman & Carpenter Inc
2,926$290.7K0.0%GrowthVery LowHouston, TX2026-11-02
Midwest Trust Co
2,888$286.8K0.0%CoreLowOverland Park, KS2026-10-22
Magnus Financial Group LLC
2,823$280.4K0.0%ETFLowNew York, NY2026-10-21
Avestar Capital, LLC
2,821$280.2K0.0%GrowthLowNew York, NY2026-10-28
Regions Financial Corp
2,778$275.9K0.0%CoreLowBirmingham, AL2026-11-05
Rosenberg Matthew Hamilton
2,713$269.4K0.0%ETFVery LowGrand Junction, CO2026-10-05
Facet Wealth, Inc.
2,685$266.6K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Inscription Capital, LLC
2,674$265.6K0.0%GARPMediumHouston, TX2026-11-02
Summit Wealth Group LLC / Co
2,667$264.8K0.0%ETFHighColorado Springs, CO2026-10-29
Warren Street Wealth Advisors, LLC
2,656$263.8K0.1%ETFMediumIrvine, CA2026-11-04
Apollon Wealth Management, LLC
2,655$263.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
SAX Wealth Advisors, LLC
2,653$263.5K0.0%ETFVery LowParsippany, NJ2026-10-13
Nisa Investment Advisors, LLC
2,593$257.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Modera Wealth Management, LLC
2,571$255.3K0.0%ETFVery LowWestwood, NJ2026-10-28
Prospect Financial Group LLC
2,568$255.0K0.2%ETFVery LowArlington, VA2026-11-05
AlphaCore Capital LLC
2,550$253.2K0.0%ETFLowLa Jolla, CA2026-11-04
Hoxton Planning & Management, LLC
2,546$252.8K0.1%ETFLowShepherdstown, WV2026-10-15
Polaris Financial Partners
2,542$2530.1%GrowthN/AWesterville, OH2026-10-02
Avantax Planning Partners, Inc.
2,536$251.9K0.0%ETFLowDubuque, IA2026-11-03
Hidden Cove Wealth Management, LLC
2,530$251.3K0.1%GrowthHighBainbridge Island, WA2026-10-19
Diversified Enterprises, LLC
2,529$251.2K0.0%ETFVery LowWilmington, DE2026-10-19
Tanager Wealth Management LLP
2,506$248.9K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Acorn Financial Advisory Services Inc
2,500$248.3K0.0%ETFMediumReston, VA2026-11-02
Aviance Capital Partners, LLC
2,500$248.3K0.0%CoreLowNaples, FL2026-10-29
Nicholas Hoffman & Company, Llc.
2,445$242.8K0.0%ETFVery LowAtlanta, GA2026-10-30
SteelPeak Wealth, LLC
2,426$240.9K0.0%GrowthHighWoodland Hills, CA2026-10-16
Braun-Bostich & Associates Inc.
2,420$240.3K0.1%ETFMediumCanonsburg, PA2026-10-20
Owl Creek Wealth Partners LLC
2,411$239.4K0.1%IndexLowGreenwood Village, CO2026-10-20
Romano Brothers and Company
2,386$237.0K0.0%CoreLowEvanston, IL2026-10-22
Everhart Financial Group, Inc.
2,381$236.5K0.0%ETFLowDublin, OH2026-10-08
Fifth Third Bancorp
2,333$231.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Financial Solutions Advisory Group, Inc.
2,329$220.3K0.0%ETFMediumChicago, IL2026-10-28
Scheeler Financial LLC
2,321$230.5K0.2%CoreN/AWest Chester, OH2026-10-13
Boltwood Capital Management
2,300$228.4K0.1%ETFVery LowWalnut Creek, CA2026-10-02
Jcic Asset Management Inc.
2,276$226.0K0.1%GrowthMediumToronto, Australia2026-10-30
Baron Wealth Management LLC
2,257$224.1K0.1%CoreLowTroy, MI2026-10-27
Daymark Wealth Partners, LLC
2,245$222.9K0.0%CoreLowCincinnati, OH2026-11-04
J.W. Cole Advisors, Inc.
2,203$218.8K0.0%IndexLowTampa, FL2026-11-05
Salomon & Ludwin, LLC
2,131$211.6K0.0%ETFVery LowRichmond, VA2026-10-29
RMR Wealth Builders
2,126$211.1K0.0%ETFLowMontclair, NJ2026-10-22
Verdence Capital Advisors LLC
2,055$204.1K0.0%CoreMediumHunt Valley, MD2026-10-26
Level Four Advisory Services, LLC
2,040$202.6K0.0%CoreLowDallas, TX2026-11-06
Moody National Bank Trust Division
2,033$201.9K0.0%CoreMediumGalveston, TX2026-10-06
Enterprise Financial Services Corp
2,015$200.1K0.1%CoreVery LowClayton, MO2026-11-03
FAI Advisors, Inc.
2,015$200.1K0.1%GrowthLowFarmington Hills, MI2026-10-27
Provenance Wealth Advisors, LLC
1,863$185.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
James T. Borello RIA
1,780$176.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Grove Bank & Trust
1,602$159.1K0.0%ETFLowMiami, FL2026-10-08
Larson Financial Group LLC
1,564$155.3K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
1,553$154.2K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
1,502$149.2K0.0%ETFMediumEncinitas, CA2026-10-21
Blue Trust, Inc.
1,476$146.6K0.0%ETFLowBrentwood, TN2026-10-15
CoreCap Advisors, LLC
1,411$140.2K0.0%ETFMediumSouthfield, MI2026-10-08
JFS Wealth Advisors, LLC
1,326$131.7K0.0%ETFVery LowHermitage, PA2026-11-03
Parkside Financial Bank & Trust
1,322$131.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
FNY Investment Advisers, LLC
1,230$1220.0%GrowthVery HighNew York, NY2026-10-16
Private Trust Co NA
1,138$113.0K0.0%CoreLowCleveland, OH2026-10-20
Financial Management Professionals, Inc.
1,132$112.4K0.0%ETFMediumAustin, TX2026-10-23
Acropolis Investment Management, LLC
1,039$103.2K0.0%ETFLowSt. Louis, MO2026-10-08
City Holding Co
1,027$102.0K0.0%CoreLowCharleston, WV2026-10-19
Westside Investment Management, Inc.
1,020$98.1K0.0%GrowthLowSanta Monica, CA2026-11-02
True Wealth Design, LLC
1,007$100.0K0.0%ETFMediumAkron, OH2026-10-13
Guardian Partners Inc.
1,000$99.3K0.0%ValueMediumToronto, South Africa2026-10-21
Bayforest Capital Ltd
927$92.1K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Spire Wealth Management
855$84.9K0.0%GrowthMediumMclean, VA2026-10-30
Silver Grove Financial Group, Inc.
818$81.3K0.0%CoreMediumOrchard Park, NY2026-11-05
Berbice Capital Management LLC
800$79.4K0.0%MomentumLowMelville, NY2026-10-13
Hanson & Doremus Investment Management
783$780.0%CoreVery LowBurlington, VT2026-10-16
West Financial Advisors, LLC
739$73.4K0.0%ETFLowDes Moines, IA2026-10-22
StrongBox Wealth, LLC
686$68.1K0.0%GrowthLowLee'S Summit, MO2026-11-02
Mather Group, Llc.
677$67.2K0.0%ETFMediumChicago, IL2026-10-14
Proathlete Wealth Management LLC
606$60.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Financial Consulate, Inc
604$60.0K0.0%ETFLowHunt Valley, MD2026-10-23
Summit Securities Group LLC
600$59.6K0.0%CoreVery HighNew York, NY2026-11-05
Cape Investment Advisory, Inc.
584$58.0K0.0%ETFLowMcdonough, GA2026-10-13
Triumph Capital Management
577$57.3K0.0%ETFMediumDenver, CO2026-10-14
SJS Investment Consulting Inc.
536$53.2K0.0%ETFVery LowSylvania, OH2026-10-26
Bare Financial Services, Inc
525$52.1K0.0%ETFVery LowGap, PA2026-11-04
Highline Wealth Partners LLC
523$51.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bell Investment Advisors, Inc
459$45.6K0.0%ETFVery LowOrinda, CA2026-10-29
Lanark Financial, Inc.
438$43.5K0.0%CoreMediumBirmingham, AL2026-10-26
Essential Partners LLC
397$39.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Heritage Family Offices, LLP
375$37.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Physician Wealth Advisors, Inc.
370$36.7K0.0%ETFMediumMidvale, UT2026-10-20
Retirement Wealth Solutions LLC
367$36.4K0.0%ETFLowMarshfield, WI2026-10-07
Maseco LLP
329$32.7K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Fairscale Capital, LLC
321$27.4K0.0%GrowthVery LowNashua, NH2026-11-04
Prudent Man Investment Management, Inc.
321$31.9K0.0%ETFVery LowLouisville, CO2026-11-03
Wealth Enhancement Trust Services, Inc.
310$30.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Signature Equity Partners, LLC
289$28.7K0.0%GrowthMediumColumbus, OH2026-10-29
Nfsg Corp
283$28.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Ascentis Wealth Management, LLC
279$27.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Flagship Wealth Advisors, LLC
275$27.3K0.0%ETFLowWakefield, MA2026-11-03
Cassaday & Co Wealth Management LLC
268$26.6K0.0%ETFVery LowMclean, VA2026-10-27
Wilmington Savings Fund Society, FSB
235$23.3K0.0%CoreLowWilmington, DE2026-10-23
Atwood & Palmer Inc
233$23.1K0.0%CoreVery LowKansas City, MO2026-10-08
CX Institutional
223$220.0%CoreMediumAuburn, IN2026-10-02
Elevation Wealth Partners, LLC
222$22.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Indiana Trust & Investment Management Co
220$21.8K0.0%GrowthLowMishawaka, IN2026-10-22
Plante Moran Financial Advisors, LLC
219$21.7K0.0%ETFVery LowSouthfield, MI2026-11-04
UMB Private Wealth Management, LLC
218$21.7K0.0%GrowthN/AKansas City, MO2026-10-19
Trust Co of Toledo NA
214$21.3K0.0%GrowthVery LowHolland, OH2026-10-16
Creative Financial Designs Inc
214$21.3K0.0%ETFMediumKokomo, IN2026-11-04
Jacobi Capital Management LLC
206$20.4K0.0%CoreLowPittston, PA2026-11-05
Pinnacle Bancorp, Inc.
203$20.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Elyxium Wealth, LLC
202$20.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Valley National Advisers Inc
200$19.9K0.0%ETFLowBethlehem, PA2026-10-23
Valued Wealth Advisors LLC
189$18.8K0.0%IndexVery LowHolladay, UT2026-11-05
Rossby Financial, LCC
178$17.7K0.0%ETFMediumMelbourne, FL2026-11-05
Center for Financial Planning, Inc.
175$17.4K0.0%ETFLowSouthfied, MI2026-10-26
Fortitude Family Office, LLC
169$16.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Roxbury Financial LLC
168$16.7K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Planning Strategies Inc.
153$15.2K0.0%ETFN/ALancaster, PA2026-10-02
American Capital Advisory, LLC
153$15.2K0.0%ETFLowKetchum, ID2026-10-28
Arlington Trust Co LLC
148$14.7K0.0%ETFMediumBirmingham, AL2026-10-20
Duncker Streett & Co Inc
148$14.7K0.0%GrowthLowSt. Louis, MO2026-10-27
North Star Investment Management Corp.
146$14.5K0.0%CoreLowChicago, IL2026-10-27
MV Capital Management, Inc.
143$14.2K0.0%ETFLowBethesda, MD2026-10-29
Independence Bank of Kentucky
136$13.5K0.0%GrowthLowOwensboro, KY2026-10-26
Golden State Wealth Management, LLC
126$12.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Rachor Investment Advisory Services, LLC
120$11.9K0.0%ETFVery LowLinden, MI2026-10-29
Downshift Financial, LLC
108$10.7K0.0%ETFLowBoulder, CO2026-10-13
Hager Investment Management Services, LLC
103$10.2K0.0%GrowthMediumNew London, NH2026-11-04
Montag A & Associates Inc
100$9.9K0.0%CoreLowAtlanta, GA2026-10-29
Hoey Investments, Inc
100$9.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Main Street Group, LTD
100$9.9K0.0%ETFMediumGlen Allen, VA2026-10-28
Costello Asset Management, Inc
100$9.9K0.0%CoreLowFeasterville, PA2026-10-30
Acumen Wealth Advisors, LLC
98$9.7K0.0%GrowthHighChattanooga, TN2026-11-05
Friedenthal Financial
96$9.5K0.0%ETFHighMarlton, NJ2026-10-27
WPG Advisers, LLC
93$9.2K0.0%CoreLowBaltimore, MD2026-10-27
GK Wealth Management LLC
90$8.9K0.0%GARPVery HighReno, NV2026-10-09
Burk Holdings LLC
88$8.7K0.0%ETFVery LowTulsa, OK2026-11-05
Jnba Financial Advisors
84$8.3K0.0%ETFMediumBloomington, MN2026-11-03
Nova Financial LLC
84$8.3K0.0%N/AN/ATucson, AZ2026-11-04
Archer Investment Corp
83$8.2K0.0%CoreMediumCarmel, IN2026-11-05
Kozak & Associates, Inc.
79$6.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Fiduciary Advisors, Inc.
76$7.5K0.0%ETFLowSt. Louis, MO2026-10-16
Trust Co
68$6.8K0.0%ETFVery LowManhattan, KS2026-10-09
Central Trust Co
68$6.8K0.0%CoreLowJefferson City, MO2026-11-05
Ares Financial Consulting, LLC
66$6.6K0.0%CoreLowCalabasas, CA2026-10-19
Winch Advisory Services, LLC
61$6.0K0.0%GrowthVery LowAppleton, WI2026-11-06
City State Bank
60$6.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Nemes Rush Group LLC
50$5.0K0.0%CoreVery LowNovi, MI2026-11-04
Murphy & Mullick Capital Management Corp
50$5.0K0.0%GrowthLowSmithtown, NY2026-11-02
New England Capital Financial Advisors LLC
50$5.0K0.0%ETFLowMeriden, CT2026-11-03
Eastern Bank
49$4.9K0.0%GrowthMediumBoston, MA2026-10-05
Breakwater Investment Management
48$4.8K0.0%ETFLowSeattle, WA2026-10-20
Clean Yield Group
48$4.8K0.0%CoreLowNorwich, VT2026-10-28
Financial Network Wealth Advisors LLC
46$4.6K0.0%ETFLowMurray, UT2026-10-28
GHP Investment Advisors, Inc.
44$4.4K0.0%CoreVery LowDenver, CO2026-10-15
Monetary Solutions, Ltd
44$4.4K0.0%ETFVery LowDayton, OH2026-10-22
Brown, Lisle Ings, Inc.
44$4.3K0.0%CoreVery LowProvidence, RI2026-10-16
Markowski Investments
43$4.3K0.0%ETFN/ATampa, FL2026-10-30
Oakworth Capital, Inc.
39$3.9K0.0%ETFLowBirmingham, AL2026-10-26
Key FInancial Inc
39$3.9K0.0%ETFLowWest Chester, PA2026-11-02
Albion Financial Group
36$3.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Asset Dedication, LLC
34$3.4K0.0%ETFLowSan Francisco, CA2026-11-03
Horizon Financial Services, LLC
34$3.4K0.0%ETFLowWinston Salem, NC2026-11-04
Birch Financial Group, LLC
32$3.1K0.0%CoreLowKeene, NH2026-10-27
Trifecta Capital Advisors, LLC
22$2.2K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
First Bancorp, Inc
20$2.0K0.0%ValueVery LowDamariscotta, ME2026-10-26
Nvest Wealth Strategies, Inc.
20$2.0K0.0%ETFVery LowPowell, OH2026-10-14
Abound Wealth Management
19$1.9K0.0%ETFVery LowFranklin, TN2026-10-26
Balance Wealth Partners LLC
17$1.7K0.0%ETFMediumWorthington, OH2026-10-27
Noble Wealth Management PBC
16$1.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Gilpin Wealth Management, LLC
16$1.6K0.0%GrowthLowDenver, CO2026-10-09
Buck Wealth Strategies, LLC
15$1.5K0.0%ValueMediumDenver, CO2026-10-28
DeDora Capital, Inc.
14$1.4K0.0%ETFVery LowNapa, CA2026-10-26
Rakuten Securities, Inc.
12$1.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Mosley Wealth Management
10$9450.0%ETFHighAnaheim, CA2026-10-16
Trust Co of Vermont
7$6950.0%CoreVery LowBrattleboro, VT2026-10-21
Godsey & Gibb, Inc
6$5960.0%CoreLowRichmond, VA2026-10-14
Decker Retirement Planning Inc.
6$6270.0%Agg GrowthVery HighLevi, UT2026-10-19
Kingdom Financial Group Llc.
1$890.0%ETFMediumPeoria, AZ2026-11-04