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Haleon PLC (HLN)

CUSIP: 405552100 | US | Healthcare · Drug Manufacturers - Specialty & Generic | Large Cap | 1407 institutional holders

Quarters

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

Mondrian Investment Partners LTD17,637,434
2.9% of portfolio›$158.7M
Douglas Lane & Associates, LLC6,546,637
0.8% of portfolio›$58.9M
Bank Julius Baer & Co. Ltd, Zurich4,701,182
0.1% of portfolio›$42.4M
Principal Financial Group Inc4,041,892
0.0% of portfolio›$36.4M
Bank of New York Mellon Corp3,337,378
0.0% of portfolio›$30.0M
Citigroup Inc1,631,966
0.0% of portfolio›$14.7M
US Bancorp \de\694,735
0.0% of portfolio›$6.3M
Crossmark Global Holdings, Inc.690,320
0.1% of portfolio›$6.2M
Welch & Forbes LLC643,501
0.1% of portfolio›$5.8M
Oppenheimer Asset Management Inc.634,446
0.1% of portfolio›$5.7M
ABC Arbitrage SA599,904
0.5% of portfolio›$5.4M
Creative Planning597,883
0.0% of portfolio›$5.4M
Dimensional Fund Advisors LP487,947
0.0% of portfolio›$4.4M
Third View Private Wealth, LLC431,501
0.5% of portfolio›$3.9M
Cidel Asset Management Inc413,753
0.2% of portfolio›$3.7M
GAM Holding AG319,554
0.2% of portfolio›$2.9M
Truist Financial Corp288,355
0.0% of portfolio›$2.6M
Founders Financial Securities LLC281,649
0.1% of portfolio›$2.5M
Eagle Global Advisors LLC268,250
0.1% of portfolio›$2.4M
Davenport & Co LLC239,049
0.0% of portfolio›$2.2M
Fifth Third Bancorp206,030
0.0% of portfolio›$1.9M
Atria Investments, Inc199,224
0.0% of portfolio›$1.8M
Keybank National Association197,230
0.0% of portfolio›$1.8M
Factory Mutual Insurance Co196,537
0.0% of portfolio›$1.8M
Commonwealth Equity Services, LLC188,137
0.0% of portfolio›$1.7M
Choreo, LLC183,476
0.0% of portfolio›$1.7M
B. Metzler seel. Sohn & Co. AG148,693
0.0% of portfolio›$1.3M
Archford Capital Strategies, LLC117,461
0.1% of portfolio›$1.1M
Ethic Inc.111,428
0.0% of portfolio›$1.0M
Evergreen Capital Management LLC108,421
0.0% of portfolio›$975.8K
Cambridge Investment Research Advisors, Inc.105,527
0.0% of portfolio›$950.0K
Regions Financial Corp104,986
0.0% of portfolio›$944.9K
Park Avenue Securities LLC104,358
0.0% of portfolio›$939.0K
Blue Trust, Inc.104,332
0.0% of portfolio›$939.0K
Signaturefd, LLC90,739
0.0% of portfolio›$816.6K
Sterling Capital Management LLC88,039
0.0% of portfolio›$792.4K
Wealth Enhancement Advisory Services, LLC85,542
0.0% of portfolio›$792.1K
Euro Pacific Asset Management, LLC85,496
0.1% of portfolio›$769.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management84,042
0.0% of portfolio›$756.4K
Cohen Klingenstein LLC81,613
0.0% of portfolio›$734.5K
Baker Tilly Wealth Management, LLC81,243
0.1% of portfolio›$731.2K
Provenance Wealth Advisors, LLC79,909
0.0% of portfolio›$719.2K
Vise Technologies, Inc.79,286
0.0% of portfolio›$713.6K
Trust Point Inc.75,935
0.1% of portfolio›$683.4K
Axxcess Wealth Management, LLC74,170
0.0% of portfolio›$667.5K
Robertson Stephens Wealth Management, LLC73,473
0.0% of portfolio›$661.3K
Tweedy, Browne Co LLC68,880
0.1% of portfolio›$619.9K
Legacy Wealth Asset Management, LLC68,159
0.1% of portfolio›$613.4K
CIBC Asset Management Inc64,194
0.0% of portfolio›$577.7K
Cardinal Capital Management62,074
0.1% of portfolio›$558.7K
SmartHarvest Portfolios, LLC57,837
0.2% of portfolio›$520.5K
TD Waterhouse Canada Inc.56,991
0.0% of portfolio›$497.1K
Aaron Wealth Advisors LLC55,123
0.0% of portfolio›$496.1K
Profund Advisors LLC55,100
0.0% of portfolio›$495.9K
MGO One Seven LLC54,969
0.0% of portfolio›$494.7K
Allspring Global Investments Holdings, LLC54,181
0.0% of portfolio›$473.0K
Ascent Group, LLC52,969
0.0% of portfolio›$476.7K
Cambiar Investors LLC48,935
0.0% of portfolio›$440.4K
Keystone Financial Planning, Inc.48,842
0.1% of portfolio›$439.6K
Compound Planning, Inc.48,547
0.0% of portfolio›$436.9K
First Affirmative Financial Network45,744
0.1% of portfolio›$411.7K
Legacy Capital Wealth Partners, LLC43,892
0.1% of portfolio›$395.0K
Elevation Point Wealth Partners, LLC43,407
0.0% of portfolio›$390.7K
Central Pacific Bank - Trust Division42,460
0.0% of portfolio›$382.1K
MacKenzie Financial Corp41,874
0.0% of portfolio›$376.9K
Apollon Wealth Management, LLC41,276
0.0% of portfolio›$371.5K
Quadrant Capital Group LLC41,121
0.0% of portfolio›$388.2K
Lido Advisors, LLC39,974
0.0% of portfolio›$359.8K
Kestra Advisory Services, LLC39,934
0.0% of portfolio›$359.4K
Concurrent Investment Advisors, LLC38,287
0.0% of portfolio›$344.6K
Gamma Investing LLC38,217
0.0% of portfolio›$344.0K
SBI Securities Co., Ltd.37,171
0.0% of portfolio›$334.5K
HB Wealth Management, LLC36,795
0.0% of portfolio›$331.2K
Sanders Morris Harris LLC36,000
0.0% of portfolio›$329.2K
Farther Finance Advisors, LLC34,472
0.0% of portfolio›$310.2K
EverSource Wealth Advisors, LLC31,347
0.0% of portfolio›$282.1K
OpenArc Corporate Advisory, LLC30,150
0.0% of portfolio›$271.4K
Defined Wealth Management, LLC29,239
0.1% of portfolio›$263.2K
King Luther Capital Management Corp27,641
0.0% of portfolio›$248.8K
Ascentis Independent Advisors26,953
0.0% of portfolio›$242.6K
Caitong International Asset Management Co., Ltd26,578
0.0% of portfolio›$239.2K
Marks Group Wealth Management, Inc26,530
0.0% of portfolio›$238.8K
Simplicity Wealth,LLC26,481
0.0% of portfolio›$238.3K
Brighton Jones LLC26,464
0.0% of portfolio›$238.2K
Greenspring Advisors, LLC26,214
0.0% of portfolio›$235.9K
PDS Planning, Inc26,185
0.0% of portfolio›$235.7K
Versant Capital Management, Inc25,481
0.0% of portfolio›$229.3K
MN Wealth Advisors, LLC25,195
0.1% of portfolio›$226.8K
Diversify Advisory Services, LLC24,023
0.0% of portfolio›$238.8K
Diversify Wealth Management, LLC24,023
0.0% of portfolio›$238.8K
May Hill Capital, LLC22,564
0.0% of portfolio›$203.1K
Lighthouse Financial Services Inc22,355
0.0% of portfolio›$201.2K
Highland Capital Management, LLC22,070
0.0% of portfolio›$198.6K
Thrivent Financial for Lutherans22,036
0.0% of portfolio›$195
Rose Capital Advisors LLC21,905
0.0% of portfolio›$197.1K
Oppenheimer & Co Inc21,860
0.0% of portfolio›$196.7K
Old National Bancorp21,571
0.0% of portfolio›$194.1K
Bailard, Inc.20,979
0.0% of portfolio›$188.8K
Ariston Services Group20,721
0.1% of portfolio›$186.5K
TD Private Client Wealth LLC20,484
0.0% of portfolio›$184.4K
Larry Mathis Financial Planning, LLC20,377
0.2% of portfolio›$183.4K
Tepp RIA, LLC20,280
0.1% of portfolio›$182.5K
Gibbs Wealth Management20,265
0.0% of portfolio›$182.4K
Beacon Financial Strategies Corp19,888
0.1% of portfolio›$154.0K
CenterBook Partners LP19,857
0.0% of portfolio›$178.7K
Acumen Wealth Advisors, LLC19,592
0.0% of portfolio›$176.3K
D.A. Davidson & Co.18,462
0.0% of portfolio›$166.2K
Valeo Financial Advisors, LLC18,267
0.0% of portfolio›$164.4K
Parallel Advisors, LLC18,026
0.0% of portfolio›$162.2K
Kathmere Capital Management, LLC18,019
0.0% of portfolio›$162.2K
Rahlfs Capital, LLC17,885
0.2% of portfolio›$277.4K
Capital Investment Advisory Services, LLC17,389
0.0% of portfolio›$158.8K
Yoffe Investment Management, LLC17,073
0.2% of portfolio›$153.7K
VestGen Advisors, LLC16,848
0.0% of portfolio›$151.6K
Tanager Wealth Management LLP16,664
0.0% of portfolio›$150.0K
Larson Financial Group LLC16,375
0.0% of portfolio›$147.4K
Ritholtz Wealth Management16,297
0.0% of portfolio›$146.7K
Hilltop National Bank15,672
0.0% of portfolio›$141.0K
J.W. Cole Advisors, Inc.15,371
0.0% of portfolio›$138.3K
Allen Capital Group, LLC15,142
0.0% of portfolio›$136.3K
Sage Rhino Capital LLC15,105
0.0% of portfolio›$135.9K
Portside Wealth Group, LLC14,940
0.0% of portfolio›$134.5K
Verdence Capital Advisors LLC14,442
0.0% of portfolio›$130.0K
Assetmark, Inc14,384
0.0% of portfolio›$129.5K
StoneX Group Inc.14,267
0.0% of portfolio›$129.0K
Sagespring Wealth Partners, LLC13,938
0.0% of portfolio›$125.4K
Triad Wealth Partners, LLC13,844
0.0% of portfolio›$124.6K
First Horizon Corp13,614
0.0% of portfolio›$122.5K
71 West Capital Partners13,170
0.0% of portfolio›$118.5K
Abel Hall, LLC12,946
0.0% of portfolio›$116.5K
Seed Wealth Management, Inc.12,840
0.1% of portfolio›$115.6K
Presilium Private Wealth, LLC12,514
0.0% of portfolio›$112.6K
Heritage Family Offices, LLP12,069
0.0% of portfolio›$108.6K
Cornerstone Wealth Management, LLC11,887
0.0% of portfolio›$107.0K
Perigon Wealth Management, LLC11,561
0.0% of portfolio›$104.1K
Fiduciary Financial Group, LLC11,354
0.0% of portfolio›$102.2K
Pinnacle Wealth Planning Services, Inc.11,154
0.0% of portfolio›$100.4K
Procyon Advisors, LLC11,145
0.0% of portfolio›$100.3K
B. Riley Wealth Advisors, Inc.11,131
0.0% of portfolio›$100.2K
Marotta Asset Management10,964
0.0% of portfolio›$98.7K
Anchyra Partners LLC10,943
0.0% of portfolio›$98.5K
Atala Financial Inc10,871
0.1% of portfolio›$97.8K
Gryphon Financial Partners LLC10,714
0.0% of portfolio›$96.4K
Fiduciary Alliance LLC10,536
0.0% of portfolio›$94.8K
Kestra Private Wealth Services, LLC10,482
0.0% of portfolio›$94.3K
McAdam, LLC10,433
0.0% of portfolio›$93.9K
AlphaCore Capital LLC10,311
0.0% of portfolio›$92.8K
Prospera Financial Services Inc10,255
0.0% of portfolio›$88.8K
Indivisible Partners10,248
0.0% of portfolio›$92.2K
Wilmington Savings Fund Society, FSB8,980
0.0% of portfolio›$80.8K
Foster Dykema Cabot & Partners, LLC8,220
0.0% of portfolio›$74.0K
Private Trust Co NA8,143
0.0% of portfolio›$73.3K
Cromwell Holdings LLC7,663
0.0% of portfolio›$69.0K
Golden State Wealth Management, LLC7,281
0.0% of portfolio›$65.5K
Tsfg, LLC7,200
0.0% of portfolio›$65.0K
Central Trust Co7,131
0.0% of portfolio›$64.2K
Align Financial, LLC6,830
0.0% of portfolio›$61.5K
Cullen T Bankers, Inc.6,512
0.0% of portfolio›$58.6K
Pinnacle Bancorp, Inc.6,272
0.0% of portfolio›$56.4K
Silver Grove Financial Group, Inc.5,992
0.0% of portfolio›$53.9K
Mather Group, Llc.5,632
0.0% of portfolio›$50.7K
First Command Advisory Services, Inc.4,745
0.0% of portfolio›$42.7K
Washington Trust Advisors, Inc.4,546
0.0% of portfolio›$40.9K
Parkside Financial Bank & Trust4,443
0.0% of portfolio›$40.0K
Trust Co of Toledo NA3,200
0.0% of portfolio›$28.8K
Citizens National Bank Trust Department3,014
0.0% of portfolio›$27.1K
James T. Borello RIA2,950
0.0% of portfolio›$26.6K
Spire Wealth Management2,803
0.0% of portfolio›$25.2K
Root Financial Partners, LLC2,772
0.0% of portfolio›$24.9K
Key FInancial Inc2,743
0.0% of portfolio›$24.7K
Proathlete Wealth Management LLC2,737
0.0% of portfolio›$24.6K
Salomon & Ludwin, LLC2,652
0.0% of portfolio›$23.9K
Madden Securities Corp2,600
0.0% of portfolio›$23.4K
Barrett & Company, Inc.2,512
0.0% of portfolio›$22.6K
City State Bank2,483
0.0% of portfolio›$22.3K
Farmers & Merchants Trust Co of Chambersburg PA2,425
0.0% of portfolio›$22.0K
Grove Bank & Trust2,200
0.0% of portfolio›$19.8K
Bare Financial Services, Inc2,173
0.0% of portfolio›$19.6K
Nisa Investment Advisors, LLC2,102
0.0% of portfolio›$18.9K
Montag A & Associates Inc2,000
0.0% of portfolio›$18.0K
IFP Advisors, Inc1,945
0.0% of portfolio›$17.5K
Financial Consulate, Inc1,879
0.0% of portfolio›$16.9K
Jacobi Capital Management LLC1,778
0.0% of portfolio›$16.0K
Creative Financial Designs Inc1,729
0.0% of portfolio›$15.6K
West Branch Capital LLC1,714
0.0% of portfolio›$15.4K
Quaker Wealth Management, LLC1,592
0.0% of portfolio›$14.3K
True Wealth Design, LLC1,566
0.0% of portfolio›$14.1K
Signature Equity Partners, LLC1,545
0.0% of portfolio›$13.9K
CoreCap Advisors, LLC1,538
0.0% of portfolio›$13.8K
Hilton Head Capital Partners, LLC1,447
0.0% of portfolio›$13.0K
Bell Investment Advisors, Inc1,415
0.0% of portfolio›$12.7K
Owl Creek Wealth Partners LLC1,411
0.0% of portfolio›$12.7K
Costello Asset Management, Inc1,400
0.0% of portfolio›$12.6K
Union Savings Bank1,333
0.0% of portfolio›$12.0K
Eastern Bank1,285
0.0% of portfolio›$11.6K
Independence Bank of Kentucky1,230
0.0% of portfolio›$11.1K
North Star Investment Management Corp.1,183
0.0% of portfolio›$10.6K
Gilpin Wealth Management, LLC1,094
0.0% of portfolio›$9.8K
CX Institutional1,040
0.0% of portfolio›$9
Hanson & Doremus Investment Management1,040
0.0% of portfolio›$9
Valley National Advisers Inc1,017
0.0% of portfolio›$9.2K
Guardian Partners Inc.1,000
0.0% of portfolio›$9.0K
Clean Yield Group1,000
0.0% of portfolio›$9.0K
MTM Investment Management, LLC989
0.0% of portfolio›$8.9K
MV Capital Management, Inc.973
0.0% of portfolio›$8.8K
Armstrong Advisory Group, Inc962
0.0% of portfolio›$4.9K
Ares Financial Consulting, LLC960
0.0% of portfolio›$8.6K
Laurel Wealth Advisors LLC956
0.0% of portfolio›$8.6K
Princeton Global Asset Management LLC950
0.0% of portfolio›$8.6K
Loring Wolcott & Coolidge Fiduciary Advisors LLP950
0.0% of portfolio›$8.6K
Elevation Wealth Partners, LLC924
0.0% of portfolio›$8.3K
Wolff Wiese Magana LLC916
0.0% of portfolio›$8.2K
JFS Wealth Advisors, LLC908
0.0% of portfolio›$8.2K
Markowski Investments905
0.0% of portfolio›$8.1K
Nova Financial LLC896
0.0% of portfolio›$8.1K
Toth Financial Advisory Corp884
0.0% of portfolio›$8.0K
Lanark Financial, Inc.882
0.0% of portfolio›$7.9K
Arlington Trust Co LLC820
0.0% of portfolio›$7.4K
Westside Investment Management, Inc.818
0.0% of portfolio›$7.2K
Physician Wealth Advisors, Inc.801
0.0% of portfolio›$7.2K
Rosenberg Matthew Hamilton800
0.0% of portfolio›$7.2K
Ascentis Wealth Management, LLC751
0.0% of portfolio›$6.8K
DT Investment Partners, LLC730
0.0% of portfolio›$6.6K
Rossby Financial, LCC718
0.0% of portfolio›$6.5K
Piscataqua Savings Bank682
0.0% of portfolio›$6.1K
Cape Investment Advisory, Inc.650
0.0% of portfolio›$5.9K
Cranbrook Wealth Management, LLC636
0.0% of portfolio›$5.7K
Financial Perspectives, Inc628
0.0% of portfolio›$5.7K
Southern Michigan Bank & Trust540
0.0% of portfolio›$4.9K
Bfsg, LLC536
0.0% of portfolio›$4.8K
Highline Wealth Partners LLC515
0.0% of portfolio›$4.6K
Farmers & Merchants Investments Inc458
0.0% of portfolio›$4.1K
Compass Wealth Management LLC455
0.0% of portfolio›$4.1K
Community Financial Services Group, LLC443
0.0% of portfolio›$3.9K
GHP Investment Advisors, Inc.441
0.0% of portfolio›$4.0K
Center for Financial Planning, Inc.438
0.0% of portfolio›$3.9K
West Financial Advisors, LLC429
0.0% of portfolio›$3.9K
Trust Co of Vermont418
0.0% of portfolio›$3.8K
Mascoma Wealth Management LLC410
0.0% of portfolio›$3.7K
Asset Dedication, LLC402
0.0% of portfolio›$3.6K
Brown, Lisle Ings, Inc.393
0.0% of portfolio›$3.5K
Archer Investment Corp370
0.0% of portfolio›$3.3K
Birchwood Financial Partners, Inc.355
0.0% of portfolio›$3.2K
Quest 10 Wealth Builders, Inc.316
0.0% of portfolio›$2.8K
Retirement Wealth Solutions LLC309
0.0% of portfolio›$2.8K
Advantage Trust Co300
0.0% of portfolio›$2.7K
CGC Financial Services, LLC293
0.0% of portfolio›$2.6K
Bullock Wealth Management Group283
0.0% of portfolio›$2.5K
Accordant Advisory Group Inc280
0.0% of portfolio›$2.5K
Mosley Wealth Management277
0.0% of portfolio›$2.8K
First Pacific Financial265
0.0% of portfolio›$2.4K
Navigoe, LLC233
0.0% of portfolio›$2
American Capital Advisory, LLC219
0.0% of portfolio›$2.0K
Carolina Wealth Advisors, LLC209
0.0% of portfolio›$1.9K
Bank of New Hampshire200
0.0% of portfolio›$1.8K
Evolution Wealth Management Inc.174
0.0% of portfolio›$1.6K
Bank & Trust Co163
0.0% of portfolio›$1.5K
Plante Moran Financial Advisors, LLC159
0.0% of portfolio›$1.4K
Burk Holdings LLC155
0.0% of portfolio›$1.4K
Financial Network Wealth Advisors LLC146
0.0% of portfolio›$1.3K
Pacific Center for Financial Services144
0.0% of portfolio›$1.3K
Nfsg Corp126
0.0% of portfolio›$1.1K
Planning Strategies Inc.124
0.0% of portfolio›$1.1K
Cassaday & Co Wealth Management LLC117
0.0% of portfolio›$1.1K
Cherry Tree Wealth Management, LLC111
0.0% of portfolio›$999
Yankcom Partnership108
0.0% of portfolio›$972
Oakworth Capital, Inc.100
0.0% of portfolio›$900
Pflug Koory, LLC100
0.0% of portfolio›$900
Peoples Financial Services Corp.100
0.0% of portfolio›$900
Harbor Investment Advisory, LLC100
0.0% of portfolio›$900
Aspect Partners, LLC100
0.0% of portfolio›$900
Towne Trust Company, N.a100
0.0% of portfolio›$900
Buck Wealth Strategies, LLC99
0.0% of portfolio›$891
Downshift Financial, LLC85
0.0% of portfolio›$765
Nemes Rush Group LLC78
0.0% of portfolio›$702
Elevated Capital Advisors, LLC78
0.0% of portfolio›$702
Kelleher Financial Advisors74
0.0% of portfolio›$666
WPG Advisers, LLC70
0.0% of portfolio›$630
Canton Hathaway, LLC69
0.0% of portfolio›$621
Monetary Solutions, Ltd63
0.0% of portfolio›$567
Nvest Wealth Strategies, Inc.60
0.0% of portfolio›$540
GGM Financial LLC58
0.0% of portfolio›$522
Prudent Man Investment Management, Inc.50
0.0% of portfolio›$450
Hoey Investments, Inc46
0.0% of portfolio›$414
Holos Integrated Wealth LLC40
0.0% of portfolio›$406
Trust Co37
0.0% of portfolio›$333
Fairman Group, LLC25
0.0% of portfolio›$225
Triumph Capital Management18
0.0% of portfolio›$162
Lloyd Advisory Services, Llc.13
0.0% of portfolio›$113
Bayban8
0.0% of portfolio›$75
Private Wealth Management Group, LLC3
0.0% of portfolio›$27
Essential Partners LLC1
0.0% of portfolio›$9
Latitude Advisors, LLC1
0.0% of portfolio›$7
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Mondrian Investment Partners LTD
17,637,434$158.7M2.9%YieldMediumLondon, United Kingdom2026-10-23
Douglas Lane & Associates, LLC
6,546,637$58.9M0.8%ValueLowNew York, NY2026-10-09
Bank Julius Baer & Co. Ltd, Zurich
4,701,182$42.4M0.1%GrowthMediumZurich, Switzerland2026-10-29
Principal Financial Group Inc
4,041,892$36.4M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
3,337,378$30.0M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
1,631,966$14.7M0.0%CoreMediumNew York, NY2026-11-04
US Bancorp \de\
694,735$6.3M0.0%IndexLowMinneapolis, MN2026-11-05
Crossmark Global Holdings, Inc.
690,320$6.2M0.1%GARPMediumHouston, TX2026-10-21
Welch & Forbes LLC
643,501$5.8M0.1%CoreVery LowBoston, MA2026-11-04
Oppenheimer Asset Management Inc.
634,446$5.7M0.1%CoreMediumNew York, NY2026-10-27
ABC Arbitrage SA
599,904$5.4M0.5%YieldVery HighParis, India2026-10-23
Creative Planning
597,883$5.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Dimensional Fund Advisors LP
487,947$4.4M0.0%IndexLowAustin, TX2026-11-04
Third View Private Wealth, LLC
431,501$3.9M0.5%GrowthLowWestport, CT2026-10-30
Cidel Asset Management Inc
413,753$3.7M0.2%CoreMediumToronto, Australia2026-10-29
GAM Holding AG
319,554$2.9M0.2%CoreMediumZurich, Switzerland2026-11-03
Truist Financial Corp
288,355$2.6M0.0%CoreLowCharlotte, NC2026-10-30
Founders Financial Securities LLC
281,649$2.5M0.1%ETFMediumTowson, MD2026-10-28
Eagle Global Advisors LLC
268,250$2.4M0.1%CoreLowHouston, TX2026-11-02
Davenport & Co LLC
239,049$2.2M0.0%CoreMediumRichmond, VA2026-10-14
Fifth Third Bancorp
206,030$1.9M0.0%IndexVery LowCincinnati, OH2026-11-05
Atria Investments, Inc
199,224$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
Keybank National Association
197,230$1.8M0.0%CoreLowBrooklyn, OH2026-11-04
Factory Mutual Insurance Co
196,537$1.8M0.0%GrowthLowWaltham, MA2026-10-30
Commonwealth Equity Services, LLC
188,137$1.7M0.0%ETFLowWaltham, MA2026-11-02
Choreo, LLC
183,476$1.7M0.0%IndexLowRockford, IL2026-10-28
B. Metzler seel. Sohn & Co. AG
148,693$1.3M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Archford Capital Strategies, LLC
117,461$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
Ethic Inc.
111,428$1.0M0.0%CoreLowNew York, NY2026-11-03
Evergreen Capital Management LLC
108,421$975.8K0.0%GARPMediumBellevue, WA2026-10-23
Cambridge Investment Research Advisors, Inc.
105,527$950.0K0.0%ETFLowFairfield, IA2026-11-02
Regions Financial Corp
104,986$944.9K0.0%CoreLowBirmingham, AL2026-11-05
Park Avenue Securities LLC
104,358$939.0K0.0%ETFMediumNew York, NY2026-10-26
Blue Trust, Inc.
104,332$939.0K0.0%ETFLowBrentwood, TN2026-10-15
Signaturefd, LLC
90,739$816.6K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
88,039$792.4K0.0%GARPMediumCharlotte, NC2026-10-22
Wealth Enhancement Advisory Services, LLC
85,542$792.1K0.0%CoreLowPlymouth, MN2026-10-13
Euro Pacific Asset Management, LLC
85,496$769.5K0.1%GARPLowDorado, PR2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
84,042$756.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Cohen Klingenstein LLC
81,613$734.5K0.0%CoreVery LowNew York, NY2026-10-15
Baker Tilly Wealth Management, LLC
81,243$731.2K0.1%GrowthLowMadison, WI2026-10-05
Provenance Wealth Advisors, LLC
79,909$719.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Vise Technologies, Inc.
79,286$713.6K0.0%IndexLowNew York, NY2026-10-29
Trust Point Inc.
75,935$683.4K0.1%CoreMediumLa Crosse, WI2026-10-27
Axxcess Wealth Management, LLC
74,170$667.5K0.0%CoreLowCarlsbad, CA2026-10-21
Robertson Stephens Wealth Management, LLC
73,473$661.3K0.0%ETFMediumSan Francisco, CA2026-10-16
Tweedy, Browne Co LLC
68,880$619.9K0.1%Deep ValueLowStamford, CT2026-11-04
Legacy Wealth Asset Management, LLC
68,159$613.4K0.1%GARPMediumWoodbury, MN2026-10-09
CIBC Asset Management Inc
64,194$577.7K0.0%GARPLowToronto, South Africa2026-11-05
Cardinal Capital Management
62,074$558.7K0.1%ValueVery LowRaleigh, NC2026-10-21
SmartHarvest Portfolios, LLC
57,837$520.5K0.2%GrowthLowSeattle, WA2026-10-26
TD Waterhouse Canada Inc.
56,991$497.1K0.0%CoreLowToronto, Australia2026-10-16
Aaron Wealth Advisors LLC
55,123$496.1K0.0%GrowthMediumChicago, IL2026-10-13
Profund Advisors LLC
55,100$495.9K0.0%GrowthLowBethesda, MD2026-10-29
MGO One Seven LLC
54,969$494.7K0.0%GrowthLowBeachwood, OH2026-10-28
Allspring Global Investments Holdings, LLC
54,181$473.0K0.0%CoreMediumCharlotte, NC2026-11-04
Ascent Group, LLC
52,969$476.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Cambiar Investors LLC
48,935$440.4K0.0%ValueMediumDenver, CO2026-11-04
Keystone Financial Planning, Inc.
48,842$439.6K0.1%YieldMediumCleveland, OH2026-10-08
Compound Planning, Inc.
48,547$436.9K0.0%CoreLowNew York, NY2026-11-05
First Affirmative Financial Network
45,744$411.7K0.1%CoreN/AColorado Springs, CO2026-10-21
Legacy Capital Wealth Partners, LLC
43,892$395.0K0.1%CoreMediumLittle Rock, AR2026-10-21
Elevation Point Wealth Partners, LLC
43,407$390.7K0.0%CoreHighDenver, CO2026-11-05
Central Pacific Bank - Trust Division
42,460$382.1K0.0%CoreMediumHonolulu, HI2026-10-06
MacKenzie Financial Corp
41,874$376.9K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Apollon Wealth Management, LLC
41,276$371.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Quadrant Capital Group LLC
41,121$388.2K0.0%CoreLowCincinnati, OH2026-10-20
Lido Advisors, LLC
39,974$359.8K0.0%GrowthLowLos Angeles, CA2026-11-04
Kestra Advisory Services, LLC
39,934$359.4K0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
38,287$344.6K0.0%GrowthMediumTampa, FL2026-10-16
Gamma Investing LLC
38,217$344.0K0.0%IndexVery LowFoster City, CA2026-10-08
SBI Securities Co., Ltd.
37,171$334.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
HB Wealth Management, LLC
36,795$331.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Sanders Morris Harris LLC
36,000$329.2K0.0%GARPLowHouston, TX2026-10-14
Farther Finance Advisors, LLC
34,472$310.2K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
31,347$282.1K0.0%CoreMediumBirmingham, AL2026-11-04
OpenArc Corporate Advisory, LLC
30,150$271.4K0.0%GrowthLowAtlanta, GA2026-10-21
Defined Wealth Management, LLC
29,239$263.2K0.1%ETFLowBeaverton, OR2026-10-19
King Luther Capital Management Corp
27,641$248.8K0.0%CoreLowFort Worth, TX2026-11-05
Ascentis Independent Advisors
26,953$242.6K0.0%ETFLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
26,578$239.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Marks Group Wealth Management, Inc
26,530$238.8K0.0%CoreMediumMinnetonka, MN2026-11-05
Simplicity Wealth,LLC
26,481$238.3K0.0%ETFLowSummit, NJ2026-10-23
Brighton Jones LLC
26,464$238.2K0.0%CoreVery LowSeattle, WA2026-11-03
Greenspring Advisors, LLC
26,214$235.9K0.0%ETFVery LowTowson, MD2026-11-05
PDS Planning, Inc
26,185$235.7K0.0%IndexVery LowDublin, OH2026-11-03
Versant Capital Management, Inc
25,481$229.3K0.0%GARPLowPhoenix, AZ2026-10-02
MN Wealth Advisors, LLC
25,195$226.8K0.1%ETFMediumOverland Park, KS2026-10-23
Diversify Advisory Services, LLC
24,023$238.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
24,023$238.8K0.0%GrowthMediumSandy, UT2026-10-20
May Hill Capital, LLC
22,564$203.1K0.0%ETFLowCohasset, MA2026-11-03
Lighthouse Financial Services Inc
22,355$201.2K0.0%ETFVery LowBrea, CA2026-11-02
Highland Capital Management, LLC
22,070$198.6K0.0%GrowthMediumMemphis, TN2026-10-26
Thrivent Financial for Lutherans
22,036$1950.0%GARPMediumMinneapolis, MN2026-11-05
Rose Capital Advisors LLC
21,905$197.1K0.0%ETFN/AMiami Beach, FL2026-11-04
Oppenheimer & Co Inc
21,860$196.7K0.0%CoreLowNew York, NY2026-10-26
Old National Bancorp
21,571$194.1K0.0%CoreLowEvansville, IN2026-10-20
Bailard, Inc.
20,979$188.8K0.0%GrowthMediumFoster City, CA2026-10-13
Ariston Services Group
20,721$186.5K0.1%ETFVery LowSan Diego, CA2026-10-16
TD Private Client Wealth LLC
20,484$184.4K0.0%ETFLowNew York, NY2026-10-28
Larry Mathis Financial Planning, LLC
20,377$183.4K0.2%ValueHighPhoenix, AZ2026-10-26
Tepp RIA, LLC
20,280$182.5K0.1%ETFMediumWestfield, NJ2026-10-14
Gibbs Wealth Management
20,265$182.4K0.0%CoreLowAlpharetta, GA2026-10-22
Beacon Financial Strategies Corp
19,888$154.0K0.1%ETFVery LowRaleigh, NC2026-10-14
CenterBook Partners LP
19,857$178.7K0.0%ValueVery HighGreenwich, CT2026-11-02
Acumen Wealth Advisors, LLC
19,592$176.3K0.0%GrowthHighChattanooga, TN2026-11-05
D.A. Davidson & Co.
18,462$166.2K0.0%CoreLowGreat Falls, MT2026-10-28
Valeo Financial Advisors, LLC
18,267$164.4K0.0%ETFLowCarmel, IN2026-10-08
Parallel Advisors, LLC
18,026$162.2K0.0%IndexLowSan Francisco, CA2026-11-03
Kathmere Capital Management, LLC
18,019$162.2K0.0%ETFLowWayne, PA2026-10-20
Rahlfs Capital, LLC
17,885$277.4K0.2%CoreLowLake Kiowa, TX2026-10-23
Capital Investment Advisory Services, LLC
17,389$158.8K0.0%CoreMediumRaleigh, NC2026-10-30
Yoffe Investment Management, LLC
17,073$153.7K0.2%CoreVery LowLemoyne, PA2026-11-02
VestGen Advisors, LLC
16,848$151.6K0.0%GrowthMediumChicago, IL2026-10-27
Tanager Wealth Management LLP
16,664$150.0K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Larson Financial Group LLC
16,375$147.4K0.0%GrowthLowSt Louis, MO2026-11-05
Ritholtz Wealth Management
16,297$146.7K0.0%IndexLowNew York, NY2026-11-05
Hilltop National Bank
15,672$141.0K0.0%CoreLowCasper, WY2026-10-14
J.W. Cole Advisors, Inc.
15,371$138.3K0.0%IndexLowTampa, FL2026-11-05
Allen Capital Group, LLC
15,142$136.3K0.0%CoreLowGrand Island, NE2026-10-27
Sage Rhino Capital LLC
15,105$135.9K0.0%ETFLowMenlo Park, CA2026-10-28
Portside Wealth Group, LLC
14,940$134.5K0.0%CoreMediumProvo, UT2026-10-20
Verdence Capital Advisors LLC
14,442$130.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Assetmark, Inc
14,384$129.5K0.0%ETFLowConcord, CA2026-10-21
StoneX Group Inc.
14,267$129.0K0.0%ETFMediumNew York, NY2026-11-03
Sagespring Wealth Partners, LLC
13,938$125.4K0.0%ETFLowFranklin, TN2026-10-22
Triad Wealth Partners, LLC
13,844$124.6K0.0%ETFMediumLawrence, KS2026-10-26
First Horizon Corp
13,614$122.5K0.0%CoreLowMemphis, TN2026-10-26
71 West Capital Partners
13,170$118.5K0.0%IndexVery LowBoston, MA2026-11-04
Abel Hall, LLC
12,946$116.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Seed Wealth Management, Inc.
12,840$115.6K0.1%ETFMediumEvanston, IL2026-10-20
Presilium Private Wealth, LLC
12,514$112.6K0.0%ETFVery LowRadnor, PA2026-10-26
Heritage Family Offices, LLP
12,069$108.6K0.0%GrowthHighScottsdale, AZ2026-11-02
Cornerstone Wealth Management, LLC
11,887$107.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Perigon Wealth Management, LLC
11,561$104.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Fiduciary Financial Group, LLC
11,354$102.2K0.0%ETFLowSan Rafael, CA2026-10-13
Pinnacle Wealth Planning Services, Inc.
11,154$100.4K0.0%GARPLowMansfield, OH2026-10-27
Procyon Advisors, LLC
11,145$100.3K0.0%CoreVery LowShelton, CT2026-10-21
B. Riley Wealth Advisors, Inc.
11,131$100.2K0.0%GrowthLowMemphis, TN2026-10-13
Marotta Asset Management
10,964$98.7K0.0%ETFLowCharlottesville, VA2026-10-02
Anchyra Partners LLC
10,943$98.5K0.0%CoreLowAtlanta, GA2026-10-13
Atala Financial Inc
10,871$97.8K0.1%CoreLowCalabasas, CA2026-10-22
Gryphon Financial Partners LLC
10,714$96.4K0.0%IndexLowColumbus, OH2026-11-04
Fiduciary Alliance LLC
10,536$94.8K0.0%CoreMediumGreenville, SC2026-10-13
Kestra Private Wealth Services, LLC
10,482$94.3K0.0%GrowthLowAustin, TX2026-10-30
McAdam, LLC
10,433$93.9K0.0%ETFLowPhiladelphia, PA2026-10-21
AlphaCore Capital LLC
10,311$92.8K0.0%ETFLowLa Jolla, CA2026-11-04
Prospera Financial Services Inc
10,255$88.8K0.0%CoreMediumDallas, TX2026-11-04
Indivisible Partners
10,248$92.2K0.0%GrowthMediumClearwater, FL2026-10-26
Wilmington Savings Fund Society, FSB
8,980$80.8K0.0%CoreLowWilmington, DE2026-10-23
Foster Dykema Cabot & Partners, LLC
8,220$74.0K0.0%GrowthLowWaltham, MA2026-10-30
Private Trust Co NA
8,143$73.3K0.0%CoreLowCleveland, OH2026-10-20
Cromwell Holdings LLC
7,663$69.0K0.0%IndexLowJackson, WY2026-10-28
Golden State Wealth Management, LLC
7,281$65.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Tsfg, LLC
7,200$65.0K0.0%ETFLowLake Forest, IL2026-10-23
Central Trust Co
7,131$64.2K0.0%CoreLowJefferson City, MO2026-11-05
Align Financial, LLC
6,830$61.5K0.0%ETFVery LowHermantown, MN2026-10-16
Cullen T Bankers, Inc.
6,512$58.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Pinnacle Bancorp, Inc.
6,272$56.4K0.0%CoreVery LowBeatrice, NE2026-10-21
Silver Grove Financial Group, Inc.
5,992$53.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Mather Group, Llc.
5,632$50.7K0.0%ETFMediumChicago, IL2026-10-14
First Command Advisory Services, Inc.
4,745$42.7K0.0%IndexLowFort Worth, TX2026-11-05
Washington Trust Advisors, Inc.
4,546$40.9K0.0%GrowthLowWellesley, MA2026-10-22
Parkside Financial Bank & Trust
4,443$40.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co of Toledo NA
3,200$28.8K0.0%GrowthVery LowHolland, OH2026-10-16
Citizens National Bank Trust Department
3,014$27.1K0.0%CoreVery LowMeridian, MS2026-11-04
James T. Borello RIA
2,950$26.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Spire Wealth Management
2,803$25.2K0.0%GrowthMediumMclean, VA2026-10-30
Root Financial Partners, LLC
2,772$24.9K0.0%ETFMediumEncinitas, CA2026-10-21
Key FInancial Inc
2,743$24.7K0.0%ETFLowWest Chester, PA2026-11-02
Proathlete Wealth Management LLC
2,737$24.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Salomon & Ludwin, LLC
2,652$23.9K0.0%ETFVery LowRichmond, VA2026-10-29
Madden Securities Corp
2,600$23.4K0.0%GrowthMediumDallas, TX2026-10-27
Barrett & Company, Inc.
2,512$22.6K0.0%ETFLowProvidence, RI2026-10-22
City State Bank
2,483$22.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
2,425$22.0K0.0%GARPLowChambersburg, PA2026-10-14
Grove Bank & Trust
2,200$19.8K0.0%ETFLowMiami, FL2026-10-08
Bare Financial Services, Inc
2,173$19.6K0.0%ETFVery LowGap, PA2026-11-04
Nisa Investment Advisors, LLC
2,102$18.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Montag A & Associates Inc
2,000$18.0K0.0%CoreLowAtlanta, GA2026-10-29
IFP Advisors, Inc
1,945$17.5K0.0%GrowthLowTampa, FL2026-10-16
Financial Consulate, Inc
1,879$16.9K0.0%ETFLowHunt Valley, MD2026-10-23
Jacobi Capital Management LLC
1,778$16.0K0.0%CoreLowPittston, PA2026-11-05
Creative Financial Designs Inc
1,729$15.6K0.0%ETFMediumKokomo, IN2026-11-04
West Branch Capital LLC
1,714$15.4K0.0%GrowthVery LowAmherst, MA2026-10-20
Quaker Wealth Management, LLC
1,592$14.3K0.0%ETFMediumMoorestown, NJ2026-10-22
True Wealth Design, LLC
1,566$14.1K0.0%ETFMediumAkron, OH2026-10-13
Signature Equity Partners, LLC
1,545$13.9K0.0%GrowthMediumColumbus, OH2026-10-29
CoreCap Advisors, LLC
1,538$13.8K0.0%ETFMediumSouthfield, MI2026-10-08
Hilton Head Capital Partners, LLC
1,447$13.0K0.0%CoreMediumHilton Head Island, SC2026-10-23
Bell Investment Advisors, Inc
1,415$12.7K0.0%ETFVery LowOrinda, CA2026-10-29
Owl Creek Wealth Partners LLC
1,411$12.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Costello Asset Management, Inc
1,400$12.6K0.0%CoreLowFeasterville, PA2026-10-30
Union Savings Bank
1,333$12.0K0.0%CoreLowLitchfield, CT2026-10-14
Eastern Bank
1,285$11.6K0.0%GrowthMediumBoston, MA2026-10-05
Independence Bank of Kentucky
1,230$11.1K0.0%GrowthLowOwensboro, KY2026-10-26
North Star Investment Management Corp.
1,183$10.6K0.0%CoreLowChicago, IL2026-10-27
Gilpin Wealth Management, LLC
1,094$9.8K0.0%GrowthLowDenver, CO2026-10-09
CX Institutional
1,040$90.0%CoreMediumAuburn, IN2026-10-02
Hanson & Doremus Investment Management
1,040$90.0%CoreVery LowBurlington, VT2026-10-16
Valley National Advisers Inc
1,017$9.2K0.0%ETFLowBethlehem, PA2026-10-23
Guardian Partners Inc.
1,000$9.0K0.0%ValueMediumToronto, South Africa2026-10-21
Clean Yield Group
1,000$9.0K0.0%CoreLowNorwich, VT2026-10-28
MTM Investment Management, LLC
989$8.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
MV Capital Management, Inc.
973$8.8K0.0%ETFLowBethesda, MD2026-10-29
Armstrong Advisory Group, Inc
962$4.9K0.0%ETFHighNeedham, MA2026-10-09
Ares Financial Consulting, LLC
960$8.6K0.0%CoreLowCalabasas, CA2026-10-19
Laurel Wealth Advisors LLC
956$8.6K0.0%CoreVery LowCharlotte, NC2026-10-27
Princeton Global Asset Management LLC
950$8.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Loring Wolcott & Coolidge Fiduciary Advisors LLP
950$8.6K0.0%GrowthVery LowBoston, MA2026-10-23
Elevation Wealth Partners, LLC
924$8.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Wolff Wiese Magana LLC
916$8.2K0.0%GrowthLowCarslbad, CA2026-10-15
JFS Wealth Advisors, LLC
908$8.2K0.0%ETFVery LowHermitage, PA2026-11-03
Markowski Investments
905$8.1K0.0%ETFN/ATampa, FL2026-10-30
Nova Financial LLC
896$8.1K0.0%N/AN/ATucson, AZ2026-11-04
Toth Financial Advisory Corp
884$8.0K0.0%CoreLowLeesburg, VA2026-10-08
Lanark Financial, Inc.
882$7.9K0.0%CoreMediumBirmingham, AL2026-10-26
Arlington Trust Co LLC
820$7.4K0.0%ETFMediumBirmingham, AL2026-10-20
Westside Investment Management, Inc.
818$7.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Physician Wealth Advisors, Inc.
801$7.2K0.0%ETFMediumMidvale, UT2026-10-20
Rosenberg Matthew Hamilton
800$7.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Ascentis Wealth Management, LLC
751$6.8K0.0%Agg GrowthLowDallas, TX2026-11-03
DT Investment Partners, LLC
730$6.6K0.0%ETFVery LowChadds Ford, PA2026-10-27
Rossby Financial, LCC
718$6.5K0.0%ETFMediumMelbourne, FL2026-11-05
Piscataqua Savings Bank
682$6.1K0.0%CoreVery LowPortsmouth, NH2026-10-21
Cape Investment Advisory, Inc.
650$5.9K0.0%ETFLowMcdonough, GA2026-10-13
Cranbrook Wealth Management, LLC
636$5.7K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Financial Perspectives, Inc
628$5.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Southern Michigan Bank & Trust
540$4.9K0.0%ETFLowColdwater, MI2026-10-19
Bfsg, LLC
536$4.8K0.0%CoreLowIrvine, CA2026-10-30
Highline Wealth Partners LLC
515$4.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Farmers & Merchants Investments Inc
458$4.1K0.0%CoreVery LowLincoln, NE2026-10-22
Compass Wealth Management LLC
455$4.1K0.0%GARPLowGuilford, CT2026-10-22
Community Financial Services Group, LLC
443$3.9K0.0%GrowthLowNewport, VT2026-10-15
GHP Investment Advisors, Inc.
441$4.0K0.0%CoreVery LowDenver, CO2026-10-15
Center for Financial Planning, Inc.
438$3.9K0.0%ETFLowSouthfied, MI2026-10-26
West Financial Advisors, LLC
429$3.9K0.0%ETFLowDes Moines, IA2026-10-22
Trust Co of Vermont
418$3.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Mascoma Wealth Management LLC
410$3.7K0.0%ETFVery LowHanover, NH2026-10-23
Asset Dedication, LLC
402$3.6K0.0%ETFLowSan Francisco, CA2026-11-03
Brown, Lisle Ings, Inc.
393$3.5K0.0%CoreVery LowProvidence, RI2026-10-16
Archer Investment Corp
370$3.3K0.0%CoreMediumCarmel, IN2026-11-05
Birchwood Financial Partners, Inc.
355$3.2K0.0%ETFVery LowBloomington, MN2026-11-02
Quest 10 Wealth Builders, Inc.
316$2.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Retirement Wealth Solutions LLC
309$2.8K0.0%ETFLowMarshfield, WI2026-10-07
Advantage Trust Co
300$2.7K0.0%ETFVery LowSalina, KS2026-10-19
CGC Financial Services, LLC
293$2.6K0.0%ETFLowLake Oswego, OR2026-10-13
Bullock Wealth Management Group
283$2.5K0.0%GrowthLowBloomington, IN2026-10-09
Accordant Advisory Group Inc
280$2.5K0.0%ValueMediumAnnapolis, MD2026-10-29
Mosley Wealth Management
277$2.8K0.0%ETFHighAnaheim, CA2026-10-16
First Pacific Financial
265$2.4K0.0%ETFLowVancouver, WA2026-10-14
Navigoe, LLC
233$20.0%ETFVery LowRedondo Beach, CA2026-11-04
American Capital Advisory, LLC
219$2.0K0.0%ETFLowKetchum, ID2026-10-28
Carolina Wealth Advisors, LLC
209$1.9K0.0%YieldHighMyrtle Beach, SC2026-10-23
Bank of New Hampshire
200$1.8K0.0%CoreLowLaconia, NH2026-10-06
Evolution Wealth Management Inc.
174$1.6K0.0%ETFMediumFort Myers, FL2026-10-28
Bank & Trust Co
163$1.5K0.0%ValueVery LowLitchfield, IL2026-10-07
Plante Moran Financial Advisors, LLC
159$1.4K0.0%ETFVery LowSouthfield, MI2026-11-04
Burk Holdings LLC
155$1.4K0.0%ETFVery LowTulsa, OK2026-11-05
Financial Network Wealth Advisors LLC
146$1.3K0.0%ETFLowMurray, UT2026-10-28
Pacific Center for Financial Services
144$1.3K0.0%ETFMediumDanville, CA2026-10-15
Nfsg Corp
126$1.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Planning Strategies Inc.
124$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Cassaday & Co Wealth Management LLC
117$1.1K0.0%ETFVery LowMclean, VA2026-10-27
Cherry Tree Wealth Management, LLC
111$9990.0%ETFVery LowMinnetonka, MN2026-10-15
Yankcom Partnership
108$9720.0%CoreVery LowYankton, SD2026-10-15
Oakworth Capital, Inc.
100$9000.0%ETFLowBirmingham, AL2026-10-26
Pflug Koory, LLC
100$9000.0%CoreVery LowOmaha, NE2026-10-26
Peoples Financial Services Corp.
100$9000.0%CoreVery LowMoosic, PA2026-10-20
Harbor Investment Advisory, LLC
100$9000.0%GrowthLowLutherville, MD2026-10-13
Aspect Partners, LLC
100$9000.0%ETFMediumFairfax, VA2026-10-20
Towne Trust Company, N.a
100$9000.0%CoreLowNewport News, VA2026-10-28
Buck Wealth Strategies, LLC
99$8910.0%ValueMediumDenver, CO2026-10-28
Downshift Financial, LLC
85$7650.0%ETFLowBoulder, CO2026-10-13
Nemes Rush Group LLC
78$7020.0%CoreVery LowNovi, MI2026-11-04
Elevated Capital Advisors, LLC
78$7020.0%ETFMediumSandy, UT2026-11-04
Kelleher Financial Advisors
74$6660.0%CoreMediumNew York, NY2026-10-30
WPG Advisers, LLC
70$6300.0%CoreLowBaltimore, MD2026-10-27
Canton Hathaway, LLC
69$6210.0%ValueLowProvidence, RI2026-10-23
Monetary Solutions, Ltd
63$5670.0%ETFVery LowDayton, OH2026-10-22
Nvest Wealth Strategies, Inc.
60$5400.0%ETFVery LowPowell, OH2026-10-14
GGM Financial LLC
58$5220.0%ETFMediumColumbus, OH2026-11-05
Prudent Man Investment Management, Inc.
50$4500.0%ETFVery LowLouisville, CO2026-11-03
Hoey Investments, Inc
46$4140.0%Agg GrowthLowCoatesville, PA2026-10-29
Holos Integrated Wealth LLC
40$4060.0%ETFLowKennett Square, PA2026-10-23
Trust Co
37$3330.0%ETFVery LowManhattan, KS2026-10-09
Fairman Group, LLC
25$2250.0%ETFLowChesterbrook, PA2026-10-26
Triumph Capital Management
18$1620.0%ETFMediumDenver, CO2026-10-14
Lloyd Advisory Services, Llc.
13$1130.0%ETFVery HighSuwanee, GA2026-11-02
Bayban
8$750.0%ValueLowBayport, MN2026-11-05
Private Wealth Management Group, LLC
3$270.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
1$90.0%ValueMediumRancho Santa Fe, CA2026-10-14
Latitude Advisors, LLC
1$70.0%ETFLowYorkville, IL2026-10-27
Tounjian Advisory Partners, LLC
0$40.0%GrowthHighFort Myers, FL2026-11-04