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Healthcare Realty Trust Inc (HR)

CUSIP: 42226K105 | NYSE | Real Estate · REIT - Healthcare Facilities | Mid Cap | 963 institutional holders

Quarters

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

Daiwa Securities Group Inc.6,722,102
0.2% of portfolio›$119.3M
Dimensional Fund Advisors LP5,153,942
0.0% of portfolio›$91.4M
Pzena Investment Management LLC2,225,430
0.1% of portfolio›$39.5M
Citigroup Inc873,068
0.0% of portfolio›$15.5M
Principal Financial Group Inc786,929
0.0% of portfolio›$14.0M
Capital Investment Advisors, LLC762,110
0.2% of portfolio›$13.5M
Northside Capital Management, LLC645,470
0.9% of portfolio›$11.5M
Creative Planning619,762
0.0% of portfolio›$11.0M
Chilton Capital Management LLC610,162
0.3% of portfolio›$10.8M
Asset Management One Co., Ltd.593,103
0.0% of portfolio›$10.5M
Retirement Systems of Alabama353,499
0.0% of portfolio›$6.3M
Sumitomo Mitsui Trust Group, Inc.339,767
0.0% of portfolio›$6.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS326,210
0.0% of portfolio›$5.8M
New York State Teachers Retirement System261,095
0.0% of portfolio›$4.6M
State of Alaska, Department of Revenue197,500
0.0% of portfolio›$3.5K
Virginia Retirement Systems ET Al173,700
0.0% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC162,304
0.0% of portfolio›$2.8M
Amalgamated Bank152,611
0.0% of portfolio›$2.7M
Oak Thistle LLC148,278
0.2% of portfolio›$2.6M
DekaBank Deutsche Girozentrale129,873
0.0% of portfolio›$2.3M
Mutual of America Capital Management LLC124,763
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.111,892
0.0% of portfolio›$2.0M
Y-Intercept (Hong Kong) Ltd110,806
0.0% of portfolio›$2.0M
Vert Asset Management LLC103,464
0.5% of portfolio›$1.8M
Louisiana State Employees Retirement System101,800
0.0% of portfolio›$1.8M
Taylor Frigon Capital Management LLC93,136
0.8% of portfolio›$1.7M
Arizona State Retirement System92,723
0.0% of portfolio›$1.6M
Generali Investments CEE, investicni spolecnost, a.s.90,000
0.1% of portfolio›$1.8M
Sumitomo Mitsui DS Asset Management Company, Ltd88,675
0.0% of portfolio›$1.6M
Neos Investment Management LLC86,106
0.0% of portfolio›$1.5M
State of Michigan Retirement System80,453
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC74,816
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund70,972
0.0% of portfolio›$1.3M
Assetmark, Inc66,488
0.0% of portfolio›$1.2M
IFM Investors Pty Ltd66,372
0.0% of portfolio›$1.2M
111 Capital62,002
0.2% of portfolio›$1.1M
Achmea Investment Management B.V.61,328
0.0% of portfolio›$1.1M
Hudson Edge Investment Partners Inc.60,134
0.1% of portfolio›$1.1M
Pensionfund PDN59,719
0.6% of portfolio›$1.1K
Oppenheimer Asset Management Inc.57,411
0.0% of portfolio›$1.0M
Lecap Asset Management LTD56,661
0.5% of portfolio›$1.0M
Pictet Asset Management Holding SA52,848
0.0% of portfolio›$937.5K
New York Life Investment Management LLC51,799
0.0% of portfolio›$918.9K
Exchange Traded Concepts, LLC45,170
0.0% of portfolio›$801.3K
iA Global Asset Management Inc.44,282
0.0% of portfolio›$786.0K
UniSuper Management Pty Ltd41,500
0.0% of portfolio›$736.2K
Xponance LLC39,244
0.0% of portfolio›$696.2K
Ethic Inc.37,623
0.0% of portfolio›$667.4K
HB Wealth Management, LLC35,669
0.0% of portfolio›$552.6K
Advisory Resource Group35,435
0.1% of portfolio›$628.6K
Commonwealth Equity Services, LLC33,954
0.0% of portfolio›$602.3K
Pensionfund Sabic32,582
0.7% of portfolio›$578
Linden Thomas Advisory Services, LLC32,488
0.0% of portfolio›$576.3K
Chicago Partners Investment Group LLC31,371
0.0% of portfolio›$563.1K
Signaturefd, LLC30,048
0.0% of portfolio›$533.1K
B. Metzler seel. Sohn & Co. AG29,080
0.0% of portfolio›$515.8K
TD Private Client Wealth LLC27,353
0.0% of portfolio›$485.2K
Brighton Jones LLC24,906
0.0% of portfolio›$441.8K
Washington Trust Bank23,679
0.0% of portfolio›$420.1K
Kestra Advisory Services, LLC23,100
0.0% of portfolio›$409.8K
Sage Investment Counsel LLC22,867
0.4% of portfolio›$405.7K
Kestra Private Wealth Services, LLC22,477
0.0% of portfolio›$398.8K
Park Avenue Securities LLC21,781
0.0% of portfolio›$386.0K
MacKenzie Financial Corp21,559
0.0% of portfolio›$382.5K
Swiss Life Asset Management Ltd21,354
0.0% of portfolio›$378.8K
State of Wyoming20,762
0.0% of portfolio›$368.3K
CX Institutional20,236
0.0% of portfolio›$359
Atria Investments, Inc20,171
0.0% of portfolio›$357.8K
Armstrong Advisory Group, Inc19,489
0.0% of portfolio›$345.7K
MGO One Seven LLC19,384
0.0% of portfolio›$343.9K
True North Advisors, LLC18,325
0.0% of portfolio›$325.1K
Greenleaf Trust18,097
0.0% of portfolio›$321.0K
Investmark Advisory Group LLC17,236
0.1% of portfolio›$305.8K
Clay Northam Wealth Management, LLC15,481
0.1% of portfolio›$274.6K
TBH Global Asset Management, LLC15,200
0.0% of portfolio›$269.6K
Parallel Advisors, LLC13,581
0.0% of portfolio›$240.9K
ProShare Advisors LLC13,024
0.0% of portfolio›$231.0K
Aprio Wealth Management, LLC12,935
0.0% of portfolio›$229.5K
Fifth Third Wealth Advisors LLC12,720
0.0% of portfolio›$225.7K
Gamma Investing LLC12,512
0.0% of portfolio›$222.0K
Abel Hall, LLC12,346
0.0% of portfolio›$219.0K
Baldwin Wealth Partners LLC12,100
0.0% of portfolio›$214.7K
OpenArc Corporate Advisory, LLC11,854
0.0% of portfolio›$210.3K
RDA Financial Network11,737
0.0% of portfolio›$208.2K
Independent Financial Group, LLC11,493
0.0% of portfolio›$203.9K
Capital Investment Advisory Services, LLC11,041
0.0% of portfolio›$195.9K
Krilogy Financial LLC10,957
0.0% of portfolio›$188.6K
JB Capital LLC10,322
0.0% of portfolio›$183.1K
MBL Wealth, LLC10,263
0.0% of portfolio›$182.1K
Focus Financial Network, Inc.10,221
0.0% of portfolio›$181.3K
North Dakota State Investment Board10,195
0.0% of portfolio›$180.9K
KBC Group NV10,017
0.0% of portfolio›$178.0K
Sterling Capital Management LLC9,491
0.0% of portfolio›$168.4K
Spirit of America Management Corp8,000
0.0% of portfolio›$141.9K
EverSource Wealth Advisors, LLC6,111
0.0% of portfolio›$108.4K
Strs Ohio4,519
0.0% of portfolio›$80.2K
GF Fund Management Co. Ltd.4,468
0.0% of portfolio›$79.3K
Triumph Capital Management4,420
0.0% of portfolio›$78.4K
Nisa Investment Advisors, LLC3,971
0.0% of portfolio›$70.4K
IFP Advisors, Inc3,963
0.0% of portfolio›$70.3K
Farther Finance Advisors, LLC3,807
0.0% of portfolio›$67.5K
Versant Capital Management, Inc3,371
0.0% of portfolio›$59.8K
Pinnacle Wealth Planning Services, Inc.3,356
0.0% of portfolio›$59.5K
MTM Investment Management, LLC3,344
0.0% of portfolio›$59.3K
SJS Investment Consulting Inc.2,624
0.0% of portfolio›$46.6K
Cape Investment Advisory, Inc.2,503
0.0% of portfolio›$44.4K
Main Street Group, LTD2,445
0.0% of portfolio›$43.4K
William Mack & Associates, Inc.1,665
0.0% of portfolio›$29.5K
TD Waterhouse Canada Inc.1,600
0.0% of portfolio›$27.9K
Wilmington Savings Fund Society, FSB1,600
0.0% of portfolio›$28.4K
Parkside Financial Bank & Trust1,594
0.0% of portfolio›$28.3K
Citizens National Bank Trust Department1,543
0.0% of portfolio›$27.4K
Pathway Financial Advisers, LLC1,400
0.0% of portfolio›$24.8K
Essential Partners LLC1,261
0.0% of portfolio›$22.4K
Creative Financial Designs Inc1,250
0.0% of portfolio›$22.2K
Spire Wealth Management1,205
0.0% of portfolio›$21.4K
Elyxium Wealth, LLC1,184
0.0% of portfolio›$21.0K
Wolff Wiese Magana LLC1,161
0.0% of portfolio›$20.6K
Daytona Street Capital LLC1,075
0.0% of portfolio›$18.9K
MassMutual Private Wealth & Trust, FSB1,042
0.0% of portfolio›$18.5K
Root Financial Partners, LLC1,028
0.0% of portfolio›$18.2K
Clean Yield Group800
0.0% of portfolio›$14.2K
Westside Investment Management, Inc.792
0.0% of portfolio›$13.8K
Provenance Wealth Advisors, LLC754
0.0% of portfolio›$13.4K
Highline Wealth Partners LLC672
0.0% of portfolio›$11.9K
CGC Financial Services, LLC530
0.0% of portfolio›$9.4K
Mirae Asset Global Investments Co., Ltd.518
0.0% of portfolio›$9.2K
Private Wealth Management Group, LLC480
0.0% of portfolio›$8.5K
True Wealth Design, LLC437
0.0% of portfolio›$7.8K
Covestor Ltd432
0.0% of portfolio›$8
Mather Group, Llc.404
0.0% of portfolio›$7.2K
Lanark Financial, Inc.334
0.0% of portfolio›$5.9K
Bokf, NA328
0.0% of portfolio›$5.8K
Farmers & Merchants Investments Inc315
0.0% of portfolio›$5.6K
Owl Creek Wealth Partners LLC285
0.0% of portfolio›$5.1K
Blue Trust, Inc.281
0.0% of portfolio›$5.0K
Fortitude Family Office, LLC279
0.0% of portfolio›$4.9K
Ascentis Wealth Management, LLC269
0.0% of portfolio›$4.8K
High Note Wealth, LLC261
0.0% of portfolio›$4.6K
James T. Borello RIA243
0.0% of portfolio›$4.3K
Pinnacle Bancorp, Inc.225
0.0% of portfolio›$4.0K
Elevation Wealth Partners, LLC213
0.0% of portfolio›$3.8K
Key FInancial Inc200
0.0% of portfolio›$3.5K
Cullen T Bankers, Inc.185
0.0% of portfolio›$3.3K
UMB Private Wealth Management, LLC178
0.0% of portfolio›$3.2K
Caitong International Asset Management Co., Ltd136
0.0% of portfolio›$2.4K
Gilpin Wealth Management, LLC127
0.0% of portfolio›$2.3K
Physician Wealth Advisors, Inc.118
0.0% of portfolio›$2.1K
Smallwood Wealth Investment Management, LLC91
0.0% of portfolio›$1.6K
Cromwell Holdings LLC86
0.0% of portfolio›$1.5K
Valley National Advisers Inc79
0.0% of portfolio›$1.4K
Manchester Capital Management LLC67
0.0% of portfolio›$1.2K
Bare Financial Services, Inc59
0.0% of portfolio›$1.0K
Oakworth Capital, Inc.41
0.0% of portfolio›$727
Planning Strategies Inc.38
0.0% of portfolio›$674
Capital Advisors, Ltd. LLC35
0.0% of portfolio›$1
Thurston, Springer, Miller, Herd & Titak, Inc.34
0.0% of portfolio›$603
Private Trust Co NA32
0.0% of portfolio›$568
Pension & Wealth Management Advisors, Inc.32
0.0% of portfolio›$568
Financial Consulate, Inc28
0.0% of portfolio›$497
MV Capital Management, Inc.8
0.0% of portfolio›$142
Hughes Financial Services, LLC2
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Daiwa Securities Group Inc.
6,722,102$119.3M0.2%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
5,153,942$91.4M0.0%IndexLowAustin, TX2026-11-04
Pzena Investment Management LLC
2,225,430$39.5M0.1%Deep ValueMediumNew York, NY2026-10-30
Citigroup Inc
873,068$15.5M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
786,929$14.0M0.0%CoreLowDes Moines, IA2026-11-02
Capital Investment Advisors, LLC
762,110$13.5M0.2%CoreLowAtlanta, GA2026-10-22
Northside Capital Management, LLC
645,470$11.5M0.9%GARPLowHood River, OR2026-10-13
Creative Planning
619,762$11.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Chilton Capital Management LLC
610,162$10.8M0.3%GrowthMediumHouston, TX2026-10-28
Asset Management One Co., Ltd.
593,103$10.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Retirement Systems of Alabama
353,499$6.3M0.0%IndexLowMontgomery, AL2026-11-04
Sumitomo Mitsui Trust Group, Inc.
339,767$6.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
326,210$5.8M0.0%CoreLowHarrisburg, PA2026-11-03
New York State Teachers Retirement System
261,095$4.6M0.0%CoreVery LowAlbany, NY2026-10-22
State of Alaska, Department of Revenue
197,500$3.5K0.0%CoreVery LowJuneau, AK2026-10-15
Virginia Retirement Systems ET Al
173,700$3.1M0.0%CoreMediumRichmond, VA2026-10-28
Wealth Enhancement Advisory Services, LLC
162,304$2.8M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
152,611$2.7M0.0%CoreVery LowNew York, NY2026-10-23
Oak Thistle LLC
148,278$2.6M0.2%ValueVery HighNew York, NY2026-10-21
DekaBank Deutsche Girozentrale
129,873$2.3M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mutual of America Capital Management LLC
124,763$2.2M0.0%IndexLowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
111,892$2.0M0.0%ETFLowFairfield, IA2026-11-02
Y-Intercept (Hong Kong) Ltd
110,806$2.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Vert Asset Management LLC
103,464$1.8M0.5%YieldLowSausalito, CA2026-10-28
Louisiana State Employees Retirement System
101,800$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Taylor Frigon Capital Management LLC
93,136$1.7M0.8%GrowthMediumScottsdale, AZ2026-10-23
Arizona State Retirement System
92,723$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
90,000$1.8M0.1%CoreLowPrague, Bahrain2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
88,675$1.6M0.0%IndexVery LowTokyo, Mexico2026-10-20
Neos Investment Management LLC
86,106$1.5M0.0%IndexVery LowWestport, CT2026-11-04
State of Michigan Retirement System
80,453$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
Yousif Capital Management, LLC
74,816$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Oregon Public Employees Retirement Fund
70,972$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Assetmark, Inc
66,488$1.2M0.0%ETFLowConcord, CA2026-10-21
IFM Investors Pty Ltd
66,372$1.2M0.0%IndexVery LowMelbourne, China2026-10-14
111 Capital
62,002$1.1M0.2%CoreVery HighParis, India2026-11-03
Achmea Investment Management B.V.
61,328$1.1M0.0%CoreMediumZeist, Philippines2026-10-30
Hudson Edge Investment Partners Inc.
60,134$1.1M0.1%Deep ValueMediumJersey City, NJ2026-10-28
Pensionfund PDN
59,719$1.1K0.6%YieldVery LowSittard, Philippines2026-10-05
Oppenheimer Asset Management Inc.
57,411$1.0M0.0%CoreMediumNew York, NY2026-10-27
Lecap Asset Management LTD
56,661$1.0M0.5%ValueVery HighLondon, United Kingdom2026-10-27
Pictet Asset Management Holding SA
52,848$937.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York Life Investment Management LLC
51,799$918.9K0.0%GrowthLowNew York, NY2026-11-04
Exchange Traded Concepts, LLC
45,170$801.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
iA Global Asset Management Inc.
44,282$786.0K0.0%GrowthMediumQuebec, Austria2026-10-29
UniSuper Management Pty Ltd
41,500$736.2K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Xponance LLC
39,244$696.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Ethic Inc.
37,623$667.4K0.0%CoreLowNew York, NY2026-11-03
HB Wealth Management, LLC
35,669$552.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Advisory Resource Group
35,435$628.6K0.1%GARPMediumTulsa, OK2026-10-26
Commonwealth Equity Services, LLC
33,954$602.3K0.0%ETFLowWaltham, MA2026-11-02
Pensionfund Sabic
32,582$5780.7%YieldVery LowSittard, Philippines2026-10-05
Linden Thomas Advisory Services, LLC
32,488$576.3K0.0%CoreLowCharlotte, NC2026-10-19
Chicago Partners Investment Group LLC
31,371$563.1K0.0%GARPLowChicago, IL2026-10-27
Signaturefd, LLC
30,048$533.1K0.0%IndexLowAtlanta, GA2026-10-23
B. Metzler seel. Sohn & Co. AG
29,080$515.8K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
TD Private Client Wealth LLC
27,353$485.2K0.0%ETFLowNew York, NY2026-10-28
Brighton Jones LLC
24,906$441.8K0.0%CoreVery LowSeattle, WA2026-11-03
Washington Trust Bank
23,679$420.1K0.0%CoreLowSpokane, WA2026-11-03
Kestra Advisory Services, LLC
23,100$409.8K0.0%CoreLowAustin, TX2026-11-02
Sage Investment Counsel LLC
22,867$405.7K0.4%ValueMediumFranklin, TN2026-10-26
Kestra Private Wealth Services, LLC
22,477$398.8K0.0%GrowthLowAustin, TX2026-10-30
Park Avenue Securities LLC
21,781$386.0K0.0%ETFMediumNew York, NY2026-10-26
MacKenzie Financial Corp
21,559$382.5K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Swiss Life Asset Management Ltd
21,354$378.8K0.0%CoreLowZurich, Switzerland2026-11-03
State of Wyoming
20,762$368.3K0.0%ValueHighCheyenne, WY2026-10-28
CX Institutional
20,236$3590.0%CoreMediumAuburn, IN2026-10-02
Atria Investments, Inc
20,171$357.8K0.0%CoreMediumCharlotte, NC2026-10-15
Armstrong Advisory Group, Inc
19,489$345.7K0.0%ETFHighNeedham, MA2026-10-09
MGO One Seven LLC
19,384$343.9K0.0%GrowthLowBeachwood, OH2026-10-28
True North Advisors, LLC
18,325$325.1K0.0%CoreMediumDallas, TX2026-10-22
Greenleaf Trust
18,097$321.0K0.0%CoreLowKalamazoo, MI2026-10-29
Investmark Advisory Group LLC
17,236$305.8K0.1%ETFVery LowShelton, CT2026-10-27
Clay Northam Wealth Management, LLC
15,481$274.6K0.1%GrowthVery LowHuntington Beach, CA2026-10-13
TBH Global Asset Management, LLC
15,200$269.6K0.0%CoreHighBrentwood, TN2026-11-03
Parallel Advisors, LLC
13,581$240.9K0.0%IndexLowSan Francisco, CA2026-11-03
ProShare Advisors LLC
13,024$231.0K0.0%GrowthLowBethesda, MD2026-10-29
Aprio Wealth Management, LLC
12,935$229.5K0.0%ETFMediumAtlanta, GA2026-10-28
Fifth Third Wealth Advisors LLC
12,720$225.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Gamma Investing LLC
12,512$222.0K0.0%IndexVery LowFoster City, CA2026-10-08
Abel Hall, LLC
12,346$219.0K0.0%CoreMediumBaton Rouge, LA2026-10-19
Baldwin Wealth Partners LLC
12,100$214.7K0.0%GrowthLowMarion, MA2026-10-13
OpenArc Corporate Advisory, LLC
11,854$210.3K0.0%GrowthLowAtlanta, GA2026-10-21
RDA Financial Network
11,737$208.2K0.0%GrowthMediumAkron, IA2026-10-15
Independent Financial Group, LLC
11,493$203.9K0.0%GrowthLowSan Diego, CA2026-10-13
Capital Investment Advisory Services, LLC
11,041$195.9K0.0%CoreMediumRaleigh, NC2026-10-30
Krilogy Financial LLC
10,957$188.6K0.0%GrowthLowSt. Louis, MO2026-10-13
JB Capital LLC
10,322$183.1K0.0%ETFMediumWethersfield, CT2026-10-19
MBL Wealth, LLC
10,263$182.1K0.0%ETFLowCharlotte, NC2026-10-22
Focus Financial Network, Inc.
10,221$181.3K0.0%ETFLowMinneapolis, MN2026-10-14
North Dakota State Investment Board
10,195$180.9K0.0%GrowthMediumBismarck, ND2026-10-27
KBC Group NV
10,017$178.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
9,491$168.4K0.0%GARPMediumCharlotte, NC2026-10-22
Spirit of America Management Corp
8,000$141.9K0.0%GARPLowSyosset, NY2026-10-14
EverSource Wealth Advisors, LLC
6,111$108.4K0.0%CoreMediumBirmingham, AL2026-11-04
Strs Ohio
4,519$80.2K0.0%CoreMediumColumbus, OH2026-10-30
GF Fund Management Co. Ltd.
4,468$79.3K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Triumph Capital Management
4,420$78.4K0.0%ETFMediumDenver, CO2026-10-14
Nisa Investment Advisors, LLC
3,971$70.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
3,963$70.3K0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
3,807$67.5K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
3,371$59.8K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
3,356$59.5K0.0%GARPLowMansfield, OH2026-10-27
MTM Investment Management, LLC
3,344$59.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
SJS Investment Consulting Inc.
2,624$46.6K0.0%ETFVery LowSylvania, OH2026-10-26
Cape Investment Advisory, Inc.
2,503$44.4K0.0%ETFLowMcdonough, GA2026-10-13
Main Street Group, LTD
2,445$43.4K0.0%ETFMediumGlen Allen, VA2026-10-28
William Mack & Associates, Inc.
1,665$29.5K0.0%ETFLowTroy, MI2026-10-27
TD Waterhouse Canada Inc.
1,600$27.9K0.0%CoreLowToronto, Australia2026-10-16
Wilmington Savings Fund Society, FSB
1,600$28.4K0.0%CoreLowWilmington, DE2026-10-23
Parkside Financial Bank & Trust
1,594$28.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Citizens National Bank Trust Department
1,543$27.4K0.0%CoreVery LowMeridian, MS2026-11-04
Pathway Financial Advisers, LLC
1,400$24.8K0.0%CoreLowAuburn, IN2026-10-27
Essential Partners LLC
1,261$22.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Creative Financial Designs Inc
1,250$22.2K0.0%ETFMediumKokomo, IN2026-11-04
Spire Wealth Management
1,205$21.4K0.0%GrowthMediumMclean, VA2026-10-30
Elyxium Wealth, LLC
1,184$21.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Wolff Wiese Magana LLC
1,161$20.6K0.0%GrowthLowCarslbad, CA2026-10-15
Daytona Street Capital LLC
1,075$18.9K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
MassMutual Private Wealth & Trust, FSB
1,042$18.5K0.0%CoreLowSpringfield, MA2026-10-05
Root Financial Partners, LLC
1,028$18.2K0.0%ETFMediumEncinitas, CA2026-10-21
Clean Yield Group
800$14.2K0.0%CoreLowNorwich, VT2026-10-28
Westside Investment Management, Inc.
792$13.8K0.0%GrowthLowSanta Monica, CA2026-11-02
Provenance Wealth Advisors, LLC
754$13.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Highline Wealth Partners LLC
672$11.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
CGC Financial Services, LLC
530$9.4K0.0%ETFLowLake Oswego, OR2026-10-13
Mirae Asset Global Investments Co., Ltd.
518$9.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Private Wealth Management Group, LLC
480$8.5K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
437$7.8K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
432$80.0%ValueHighLondon, United Kingdom2026-10-30
Mather Group, Llc.
404$7.2K0.0%ETFMediumChicago, IL2026-10-14
Lanark Financial, Inc.
334$5.9K0.0%CoreMediumBirmingham, AL2026-10-26
Bokf, NA
328$5.8K0.0%CoreLowTulsa, OK2026-10-27
Farmers & Merchants Investments Inc
315$5.6K0.0%CoreVery LowLincoln, NE2026-10-22
Owl Creek Wealth Partners LLC
285$5.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Blue Trust, Inc.
281$5.0K0.0%ETFLowBrentwood, TN2026-10-15
Fortitude Family Office, LLC
279$4.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
269$4.8K0.0%Agg GrowthLowDallas, TX2026-11-03
High Note Wealth, LLC
261$4.6K0.0%ETFVery LowDeephaven, MN2026-10-27
James T. Borello RIA
243$4.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Pinnacle Bancorp, Inc.
225$4.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Elevation Wealth Partners, LLC
213$3.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Key FInancial Inc
200$3.5K0.0%ETFLowWest Chester, PA2026-11-02
Cullen T Bankers, Inc.
185$3.3K0.0%GrowthLowSan Antonio, TX2026-10-28
UMB Private Wealth Management, LLC
178$3.2K0.0%GrowthN/AKansas City, MO2026-10-19
Caitong International Asset Management Co., Ltd
136$2.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gilpin Wealth Management, LLC
127$2.3K0.0%GrowthLowDenver, CO2026-10-09
Physician Wealth Advisors, Inc.
118$2.1K0.0%ETFMediumMidvale, UT2026-10-20
Smallwood Wealth Investment Management, LLC
91$1.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Cromwell Holdings LLC
86$1.5K0.0%IndexLowJackson, WY2026-10-28
Valley National Advisers Inc
79$1.4K0.0%ETFLowBethlehem, PA2026-10-23
Manchester Capital Management LLC
67$1.2K0.0%CoreLowManchester, VT2026-10-22
Bare Financial Services, Inc
59$1.0K0.0%ETFVery LowGap, PA2026-11-04
Oakworth Capital, Inc.
41$7270.0%ETFLowBirmingham, AL2026-10-26
Planning Strategies Inc.
38$6740.0%ETFN/ALancaster, PA2026-10-02
Capital Advisors, Ltd. LLC
35$10.0%ETFLowShaker Heights, OH2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
34$6030.0%GrowthMediumIndianapolis, IN2026-10-14
Private Trust Co NA
32$5680.0%CoreLowCleveland, OH2026-10-20
Pension & Wealth Management Advisors, Inc.
32$5680.0%ETFLowWaltham, MA2026-10-16
Financial Consulate, Inc
28$4970.0%ETFLowHunt Valley, MD2026-10-23
MV Capital Management, Inc.
8$1420.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
2$360.0%ETFLowHerndon, VA2026-10-30