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Heico Corp (HEI/A)

CUSIP: 422806208 | NYSE | Industrials · Aerospace & Defense | Large Cap | 1369 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APrincipal Global Investors
with Principal Funds, Inc.
7,289,3668.6%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APrincipal Global Investors7,289,366
8.6% of class · Jun 30, 2026New 5%+ stake
with Principal Funds, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc7,110,643
0.8% of portfolio›$1.6B
Local Pensions Partnership Investment Ltd1,255,970
6.0% of portfolio›$287.2M
Schwartz Investment Counsel Inc443,590
3.5% of portfolio›$101.3M
Fenimore Asset Management Inc420,436
2.1% of portfolio›$96.0M
Markel Group Inc.379,644
0.7% of portfolio›$86.7M
Dimensional Fund Advisors LP327,982
0.0% of portfolio›$74.9M
Rothschild & Co Wealth Management UK Ltd237,578
0.8% of portfolio›$54.2M
Bank of New York Mellon Corp199,669
0.0% of portfolio›$45.6M
Sumitomo Mitsui Trust Group, Inc.148,916
0.0% of portfolio›$34.0M
Conestoga Capital Advisors, LLC116,759
0.8% of portfolio›$26.7M
Mitsubishi UFJ Asset Management Co., Ltd.106,191
0.0% of portfolio›$24.2M
Citigroup Inc92,263
0.0% of portfolio›$21.1M
Strs Ohio91,348
0.1% of portfolio›$20.9M
Crown Oak Advisors, LLC88,053
9.5% of portfolio›$20.1M
Vantage Investment Partners, LLC73,245
1.0% of portfolio›$16.7M
Swedbank AB72,900
0.0% of portfolio›$16.6M
Allspring Global Investments Holdings, LLC69,907
0.0% of portfolio›$16.1M
Kinsale Capital Group, Inc.62,716
1.9% of portfolio›$14.3M
Brooklands Fund Management Ltd48,566
1.4% of portfolio›$11.1M
Fifth Third Bancorp43,060
0.0% of portfolio›$9.8M
Ascent Group, LLC38,002
0.3% of portfolio›$8.7M
Pictet Asset Management Holding SA33,404
0.0% of portfolio›$7.6M
Generali Asset Management SPA SGR33,325
0.1% of portfolio›$7.6M
Hingham Institution for Savings32,500
5.5% of portfolio›$7.4M
IPG Investment Advisors LLC29,967
1.0% of portfolio›$6.8M
Asset Management One Co., Ltd.28,282
0.0% of portfolio›$6.5M
Kornitzer Capital Management Inc26,600
0.1% of portfolio›$6.1M
State of New Jersey Common Pension Fund D25,454
0.0% of portfolio›$5.8M
GPM Growth Investors, Inc.23,443
2.3% of portfolio›$5.4M
HB Wealth Management, LLC23,392
0.0% of portfolio›$5.3M
Assetmark, Inc22,518
0.0% of portfolio›$5.1M
Mn Services Vermogensbeheer B.V.21,789
0.0% of portfolio›$5.0K
US Bancorp \de\21,691
0.0% of portfolio›$5.0M
Truist Financial Corp21,599
0.0% of portfolio›$4.9M
Arizona State Retirement System20,771
0.0% of portfolio›$4.7M
Creative Planning18,836
0.0% of portfolio›$4.3M
Swiss Life Asset Management Ltd16,983
0.0% of portfolio›$3.9M
Xponance LLC16,967
0.0% of portfolio›$3.9M
SEB Asset Management AB16,700
0.0% of portfolio›$3.8M
Mutual of America Capital Management LLC16,091
0.0% of portfolio›$3.7M
TrueWealth Advisors, LLC15,232
0.8% of portfolio›$3.5M
Wealth Enhancement Advisory Services, LLC15,122
0.0% of portfolio›$3.1M
Mirae Asset Global Investments Co., Ltd.14,675
0.0% of portfolio›$3.4M
Ethic Inc.14,307
0.0% of portfolio›$3.3M
Azzad Asset Management Inc13,675
0.3% of portfolio›$3.1M
Y-Intercept (Hong Kong) Ltd12,586
0.1% of portfolio›$2.9M
Atria Investments, Inc12,566
0.0% of portfolio›$2.9M
DekaBank Deutsche Girozentrale12,024
0.0% of portfolio›$2.8K
Triad Investment Management11,658
3.5% of portfolio›$2.7M
Transmarket Holdings LP11,571
1.5% of portfolio›$2.6M
Third View Private Wealth, LLC10,903
0.3% of portfolio›$2.5M
Argent Capital Management LLC10,359
0.1% of portfolio›$2.4M
Oppenheimer Asset Management Inc.9,799
0.0% of portfolio›$2.2M
Moody Lynn Lieberson & Walker, LLC9,165
0.1% of portfolio›$2.1M
Ritholtz Wealth Management9,069
0.0% of portfolio›$2.1M
Wasatch Advisors LP8,986
0.0% of portfolio›$2.1M
Candriam S.C.A.8,875
0.0% of portfolio›$2.0M
ABN Amro Investment Solutions8,799
0.0% of portfolio›$2.0M
IFM Investors Pty Ltd8,272
0.0% of portfolio›$1.9M
PensionDanmark Pensionsforsikringsaktieselskab8,190
0.0% of portfolio›$1.9M
Aware Super Pty Ltd as trustee of Aware Super8,144
0.0% of portfolio›$1.9M
Washington Trust Co8,058
0.1% of portfolio›$1.8M
Thrivent Financial for Lutherans7,865
0.0% of portfolio›$1.8K
State of Alaska, Department of Revenue7,538
0.0% of portfolio›$1.7K
Daiwa Securities Group Inc.7,447
0.0% of portfolio›$1.7M
OP Asset Management Ltd7,404
0.0% of portfolio›$1.7M
Fjarde Ap-Fonden TH Swedish National Pension Fund7,192
0.0% of portfolio›$1.6M
PFS Partners, LLC6,770
0.6% of portfolio›$1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd6,707
0.0% of portfolio›$1.5M
ASR Vermogensbeheer N.V.6,481
0.0% of portfolio›$1.5M
Amalgamated Bank5,793
0.0% of portfolio›$1.3K
Commonwealth Equity Services, LLC5,761
0.0% of portfolio›$1.3M
Gulf International Bank (UK) Ltd5,755
0.0% of portfolio›$1.3K
Kestra Advisory Services, LLC5,304
0.0% of portfolio›$1.2M
Soltis Investment Advisors LLC5,231
0.1% of portfolio›$1.2M
Praxis Investment Management Inc5,209
0.0% of portfolio›$1.2K
Elevation Point Wealth Partners, LLC5,065
0.0% of portfolio›$1.2M
Plato Investment Management Ltd4,832
0.1% of portfolio›$1.1M
Machina Capital S.A.S.4,592
0.1% of portfolio›$1.0M
Maryland State Retirement & Pension System4,554
0.0% of portfolio›$1.0M
MacKenzie Financial Corp4,485
0.0% of portfolio›$1.0M
Nisa Investment Advisors, LLC4,334
0.0% of portfolio›$989.6K
Svrn Asset Management, LLC4,290
0.5% of portfolio›$979.5K
First Citizens Bank & Trust Co4,228
0.0% of portfolio›$965.4K
Oath Planning, LLC4,206
0.6% of portfolio›$960.4K
Calamos Wealth Management LLC4,163
0.0% of portfolio›$950.5K
Choreo, LLC4,123
0.0% of portfolio›$941.4K
Keybank National Association4,050
0.0% of portfolio›$924.7K
Park Avenue Securities LLC4,015
0.0% of portfolio›$917
Wolverine Asset Management LLC4,000
0.0% of portfolio›$913.3K
CIBC Asset Management Inc3,918
0.0% of portfolio›$894.6K
ICW Investment Advisors LLC3,826
0.3% of portfolio›$873.6K
Regions Financial Corp3,805
0.0% of portfolio›$868.8K
Sageworth Trust Co3,500
0.0% of portfolio›$799.2K
Midwest Financial Partners Investments, Inc.3,438
0.3% of portfolio›$785.0K
Ag2r LA Mondiale Gestion D'actifs3,428
0.0% of portfolio›$782.7K
Tokio Marine Asset Management Co LTD3,384
0.0% of portfolio›$772.7K
Perryman Financial Advisory Inc3,250
0.1% of portfolio›$742.1K
Colonial River Investments, LLC3,207
0.2% of portfolio›$732.3K
Strategic Advisors LLC3,180
0.2% of portfolio›$726.1K
TD Waterhouse Canada Inc.3,134
0.0% of portfolio›$723.8K
J. Safra Sarasin Holding AG3,012
0.0% of portfolio›$635.8K
Everhart Financial Group, Inc.2,962
0.0% of portfolio›$676.3K
J2 Capital Management Inc2,944
0.4% of portfolio›$672.3K
Elevatus Welath Management2,917
0.2% of portfolio›$666.2K
Marks Group Wealth Management, Inc2,853
0.1% of portfolio›$651.4K
Americana Partners, LLC2,808
0.0% of portfolio›$641.2K
Gibbs Wealth Management2,799
0.1% of portfolio›$639.1K
Diversify Advisory Services, LLC2,760
0.0% of portfolio›$638.4K
Diversify Wealth Management, LLC2,760
0.0% of portfolio›$638.4K
Legacy Wealth Asset Management, LLC2,692
0.1% of portfolio›$614.7K
UniSuper Management Pty Ltd2,595
0.0% of portfolio›$592.5K
Alps Advisors Inc2,552
0.0% of portfolio›$582.7K
SAX Wealth Advisors, LLC2,514
0.0% of portfolio›$574.0K
Premier Path Wealth Partners, LLC2,477
0.1% of portfolio›$565.5K
Gamma Investing LLC2,471
0.0% of portfolio›$564.2K
Private Wealth Group, LLC2,333
0.2% of portfolio›$532.7K
North Dakota State Investment Board2,309
0.0% of portfolio›$527.2K
Crossmark Global Holdings, Inc.2,299
0.0% of portfolio›$524.9K
Guardian Financial Partners, LLC2,179
0.2% of portfolio›$497.5K
AA Financial Advisors, LLC2,149
0.1% of portfolio›$490.7K
Crestwood Advisors Group, LLC2,138
0.0% of portfolio›$488.2K
Brighton Jones LLC2,091
0.0% of portfolio›$477.5K
Oppenheimer & Co Inc1,987
0.0% of portfolio›$453.7K
Cynosure Group, LLC1,979
0.1% of portfolio›$451.9K
Malaga Cove Capital, LLC1,976
0.1% of portfolio›$451.2K
Oarsman Capital, Inc.1,962
0.0% of portfolio›$448.0K
B. Metzler seel. Sohn & Co. AG1,923
0.0% of portfolio›$439.1K
Moody Aldrich Partners LLC1,877
0.1% of portfolio›$428.6K
E. Ohman J:or Asset Management AB1,828
0.0% of portfolio›$417.4K
Baker Tilly Wealth Management, LLC1,810
0.1% of portfolio›$413.2K
RKL Wealth Management LLC1,788
0.0% of portfolio›$408.3K
Financial Consulate, Inc1,769
0.0% of portfolio›$403.9K
Verdence Capital Advisors LLC1,742
0.0% of portfolio›$397.8K
OpenArc Corporate Advisory, LLC1,720
0.0% of portfolio›$392.7K
Legacy Capital Wealth Partners, LLC1,625
0.1% of portfolio›$371.0K
Garrison Bradford & Associates Inc1,625
0.4% of portfolio›$371.0K
FSM Wealth Advisors, LLC1,614
0.0% of portfolio›$356.8K
Chicago Partners Investment Group LLC1,556
0.0% of portfolio›$352.8K
KBC Group NV1,493
0.0% of portfolio›$341
Lido Advisors, LLC1,455
0.0% of portfolio›$332.3K
MGO One Seven LLC1,438
0.0% of portfolio›$328.3K
Ashton Thomas Private Wealth, LLC1,435
0.0% of portfolio›$327.7K
Wedmont Private Capital1,378
0.0% of portfolio›$304.6K
Yousif Capital Management, LLC1,375
0.0% of portfolio›$314.0K
Cambridge Investment Research Advisors, Inc.1,371
0.0% of portfolio›$313
Portside Wealth Group, LLC1,368
0.0% of portfolio›$312.4K
Prospera Financial Services Inc1,317
0.0% of portfolio›$314.4K
Harbor Capital Advisors, Inc.1,301
0.0% of portfolio›$297
Pinnacle Wealth Planning Services, Inc.1,296
0.0% of portfolio›$295.9K
Glenview Trust Co1,293
0.0% of portfolio›$295.2K
Axxcess Wealth Management, LLC1,291
0.0% of portfolio›$294.8K
Aaron Wealth Advisors LLC1,225
0.0% of portfolio›$279.7K
Concurrent Investment Advisors, LLC1,222
0.0% of portfolio›$279.0K
Journey Advisory Group, LLC1,219
0.0% of portfolio›$278.3K
Trust Point Inc.1,218
0.0% of portfolio›$278.1K
Leonteq Securities AG1,198
0.0% of portfolio›$273.5K
Provenance Wealth Advisors, LLC1,146
0.0% of portfolio›$261.7K
Signature Estate & Investment Advisors LLC1,112
0.0% of portfolio›$253.9K
Evolution Wealth Advisors, LLC1,100
0.0% of portfolio›$251.2K
Impact Capital Partners LLC1,098
0.1% of portfolio›$250.7K
Norden Group LLC1,078
0.0% of portfolio›$246.1K
Nations Financial Group Inc,1,076
0.0% of portfolio›$245.7K
Bingham Private Wealth, LLC1,071
0.2% of portfolio›$244.5K
Wealthcare Advisory Partners LLC1,047
0.0% of portfolio›$239.1K
Moneco Advisors, LLC1,039
0.0% of portfolio›$237.2K
NorthCrest Asset Manangement, LLC1,032
0.0% of portfolio›$228.2K
Old National Bancorp1,028
0.0% of portfolio›$234.7K
Citizens Financial Group Inc1,009
0.0% of portfolio›$230.4K
Acima Private Wealth, LLC994
0.1% of portfolio›$227.0K
Curated Wealth Partners LLC965
0.0% of portfolio›$220.3K
Element Pointe Advisors, LLC920
0.0% of portfolio›$210.1K
Krilogy Financial LLC913
0.0% of portfolio›$203.5K
PCG Asset Management, LLC905
0.1% of portfolio›$206.6K
Precedent Wealth Partners, LLC883
0.0% of portfolio›$201.6K
AMG National Trust Bank883
0.0% of portfolio›$201.6K
Hilltop National Bank823
0.0% of portfolio›$187.9K
EverSource Wealth Advisors, LLC732
0.0% of portfolio›$167.2K
Versant Capital Management, Inc729
0.0% of portfolio›$166.5K
AlphaCore Capital LLC676
0.0% of portfolio›$154.4K
Fideuram Asset Management (Ireland) dac659
0.0% of portfolio›$157.5K
Farther Finance Advisors, LLC618
0.0% of portfolio›$141.2K
Grove Bank & Trust618
0.0% of portfolio›$141.1K
Wilmington Savings Fund Society, FSB580
0.0% of portfolio›$132.4K
Trust Co of Toledo NA435
0.0% of portfolio›$99.3K
WPG Advisers, LLC404
0.1% of portfolio›$92.2K
Mosley Wealth Management402
0.0% of portfolio›$93.0K
Root Financial Partners, LLC383
0.0% of portfolio›$87.5K
First Horizon Corp376
0.0% of portfolio›$85.9K
Mcdonald Partners LLC374
0.0% of portfolio›$85.4K
Steph & Co352
0.0% of portfolio›$80.4K
Birch Financial Group, LLC349
0.0% of portfolio›$79.7K
Parallel Advisors, LLC341
0.0% of portfolio›$77.8K
First Command Advisory Services, Inc.285
0.0% of portfolio›$65.1K
IFP Advisors, Inc280
0.0% of portfolio›$63.9K
MV Capital Management, Inc.248
0.0% of portfolio›$56.6K
Arlington Trust Co LLC231
0.0% of portfolio›$52.7K
Signaturefd, LLC229
0.0% of portfolio›$52.3K
NBH Bank228
0.0% of portfolio›$52.1K
True Wealth Design, LLC217
0.0% of portfolio›$49.5K
Covestor Ltd198
0.0% of portfolio›$45
Spire Wealth Management192
0.0% of portfolio›$43.7K
Sterling Capital Management LLC172
0.0% of portfolio›$39.3K
Central Trust Co171
0.0% of portfolio›$39.1K
Private Trust Co NA167
0.0% of portfolio›$38.1K
Asset Dedication, LLC164
0.0% of portfolio›$37.4K
MassMutual Private Wealth & Trust, FSB160
0.0% of portfolio›$36.5K
GHP Investment Advisors, Inc.159
0.0% of portfolio›$36.3K
Rossby Financial, LCC144
0.0% of portfolio›$32.9K
Tounjian Advisory Partners, LLC116
0.0% of portfolio›$26.4K
Owl Creek Wealth Partners LLC113
0.0% of portfolio›$25.8K
Capital Advisors, Ltd. LLC106
0.0% of portfolio›$24
TD Private Client Wealth LLC103
0.0% of portfolio›$23.5K
Parkside Financial Bank & Trust102
0.0% of portfolio›$23.3K
Burkett Financial Services, LLC99
0.0% of portfolio›$22.6K
Essential Partners LLC97
0.0% of portfolio›$22.1K
Salomon & Ludwin, LLC95
0.0% of portfolio›$21.7K
Mather Group, Llc.89
0.0% of portfolio›$20.2K
Physician Wealth Advisors, Inc.84
0.0% of portfolio›$19.2K
Private Wealth Management Group, LLC71
0.0% of portfolio›$16.2K
Bokf, NA69
0.0% of portfolio›$15.8K
GK Wealth Management LLC68
0.0% of portfolio›$15.6K
Trust Co of Vermont66
0.0% of portfolio›$15.1K
Ascentis Wealth Management, LLC65
0.0% of portfolio›$14.8K
Larson Financial Group LLC64
0.0% of portfolio›$14.6K
Heritage Family Offices, LLP62
0.0% of portfolio›$14.2K
Farmers & Merchants Investments Inc61
0.0% of portfolio›$13.9K
Carolina Wealth Advisors, LLC61
0.0% of portfolio›$13.9K
Elevation Wealth Partners, LLC55
0.0% of portfolio›$12.6K
Activest Wealth Management40
0.0% of portfolio›$9.1K
James T. Borello RIA39
0.0% of portfolio›$8.9K
Angeles Wealth Management, LLC38
0.0% of portfolio›$8.7K
Blue Trust, Inc.36
0.0% of portfolio›$8.2K
First United Bank & Trust35
0.0% of portfolio›$8.0K
William Mack & Associates, Inc.34
0.0% of portfolio›$7.8K
Cromwell Holdings LLC33
0.0% of portfolio›$7.5K
Bell Investment Advisors, Inc32
0.0% of portfolio›$7.3K
Elyxium Wealth, LLC31
0.0% of portfolio›$7.1K
Fortitude Family Office, LLC26
0.0% of portfolio›$5.9K
Beacon Investment Advisory Services, Inc.24
0.0% of portfolio›$5.5K
UMB Private Wealth Management, LLC24
0.0% of portfolio›$5.5K
Brown, Lisle Ings, Inc.19
0.0% of portfolio›$4.3K
Toth Financial Advisory Corp16
0.0% of portfolio›$3.7K
Bay Harbor Wealth Management, LLC15
0.0% of portfolio›$3.4K
Manchester Capital Management LLC15
0.0% of portfolio›$3.4K
SJS Investment Consulting Inc.15
0.0% of portfolio›$3.4K
Hughes Financial Services, LLC14
0.0% of portfolio›$3.4K
CoreCap Advisors, LLC13
0.0% of portfolio›$3.0K
Financial Network Wealth Advisors LLC13
0.0% of portfolio›$3.0K
Davis Capital Management12
0.0% of portfolio›$2.7K
Advocate Investing Services LLC12
0.0% of portfolio›$2.7K
Abound Wealth Management11
0.0% of portfolio›$2.6K
Caitong International Asset Management Co., Ltd11
0.0% of portfolio›$2.5K
Barnes Dennig Private Wealth Management LLC11
0.0% of portfolio›$2.5K
Jacobi Capital Management LLC9
0.0% of portfolio›$2.1K
Entrust Financial LLC9
0.0% of portfolio›$2.1K
Meriwether Wealth & Planning, LLC9
0.0% of portfolio›$2.1K
Planning Strategies Inc.8
0.0% of portfolio›$1.8K
Ares Financial Consulting, LLC7
0.0% of portfolio›$1.6K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.4K
Creative Capital Management Investments LLC5
0.0% of portfolio›$1.1K
Ascentis Independent Advisors5
0.0% of portfolio›$1.1K
Richardson Financial Services Inc.4
0.0% of portfolio›$913
American Capital Advisory, LLC4
0.0% of portfolio›$914
Decker Retirement Planning Inc.4
0.0% of portfolio›$973
DecisionPoint Financial, LLC4
0.0% of portfolio›$924
Center for Financial Planning, Inc.4
0.0% of portfolio›$913
Quaker Wealth Management, LLC3
0.0% of portfolio›$685
Downshift Financial, LLC3
0.0% of portfolio›$685
Montgomery Financial Services LLC3
0.0% of portfolio›$685
Bare Financial Services, Inc3
0.0% of portfolio›$685
West Branch Capital LLC2
0.0% of portfolio›$457
Nemes Rush Group LLC2
0.0% of portfolio›$457
Highline Wealth Partners LLC2
0.0% of portfolio›$457
Cape Investment Advisory, Inc.2
0.0% of portfolio›$457
Monetary Solutions, Ltd2
0.0% of portfolio›$457
TFC Financial Management, Inc.1
0.0% of portfolio›$229
Creative Financial Designs Inc1
0.0% of portfolio›$228
Balance Wealth Partners LLC1
0.0% of portfolio›$278
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Principal Financial Group Inc
7,110,643$1.6B0.8%CoreLowDes Moines, IA2026-11-02
Local Pensions Partnership Investment Ltd
1,255,970$287.2M6.0%GrowthLowLondon, United Kingdom2026-10-26
Schwartz Investment Counsel Inc
443,590$101.3M3.5%GrowthMediumPlymouth, MI2026-10-26
Fenimore Asset Management Inc
420,436$96.0M2.1%CoreLowCobleskill, NY2026-10-08
Markel Group Inc.
379,644$86.7M0.7%CoreVery LowGlen Allen, VA2026-10-30
Dimensional Fund Advisors LP
327,982$74.9M0.0%IndexLowAustin, TX2026-11-04
Rothschild & Co Wealth Management UK Ltd
237,578$54.2M0.8%ValueVery LowLondon, United Kingdom2026-10-20
Bank of New York Mellon Corp
199,669$45.6M0.0%CoreLowNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
148,916$34.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Conestoga Capital Advisors, LLC
116,759$26.7M0.8%CoreLowWayne, PA2026-11-02
Mitsubishi UFJ Asset Management Co., Ltd.
106,191$24.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
92,263$21.1M0.0%CoreMediumNew York, NY2026-11-04
Strs Ohio
91,348$20.9M0.1%CoreMediumColumbus, OH2026-10-30
Crown Oak Advisors, LLC
88,053$20.1M9.5%CoreVery LowPiedmont, CA2026-10-16
Vantage Investment Partners, LLC
73,245$16.7M1.0%CoreMediumKansas City, MO2026-10-27
Swedbank AB
72,900$16.6M0.0%GrowthLowStockholm, Sweden2026-10-27
Allspring Global Investments Holdings, LLC
69,907$16.1M0.0%CoreMediumCharlotte, NC2026-11-04
Kinsale Capital Group, Inc.
62,716$14.3M1.9%ValueLowRichmond, VA2026-11-04
Brooklands Fund Management Ltd
48,566$11.1M1.4%GARPHighLondon, United Kingdom2026-10-28
Fifth Third Bancorp
43,060$9.8M0.0%IndexVery LowCincinnati, OH2026-11-05
Ascent Group, LLC
38,002$8.7M0.3%CoreLowVirginia Beach, VA2026-10-30
Pictet Asset Management Holding SA
33,404$7.6M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Generali Asset Management SPA SGR
33,325$7.6M0.1%CoreLowTrieste, Latvia2026-10-26
Hingham Institution for Savings
32,500$7.4M5.5%CoreLowHingham, MA2026-10-20
IPG Investment Advisors LLC
29,967$6.8M1.0%CoreMediumSan Diego, CA2026-10-30
Asset Management One Co., Ltd.
28,282$6.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Kornitzer Capital Management Inc
26,600$6.1M0.1%CoreLowShawnee Mission, KS2026-11-03
State of New Jersey Common Pension Fund D
25,454$5.8M0.0%CoreLowTrenton, NJ2026-11-05
GPM Growth Investors, Inc.
23,443$5.4M2.3%GrowthLowBloomfield Hills, MI2026-10-30
HB Wealth Management, LLC
23,392$5.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Assetmark, Inc
22,518$5.1M0.0%ETFLowConcord, CA2026-10-21
Mn Services Vermogensbeheer B.V.
21,789$5.0K0.0%CoreVery LowThe Hague, Philippines2026-10-08
US Bancorp \de\
21,691$5.0M0.0%IndexLowMinneapolis, MN2026-11-05
Truist Financial Corp
21,599$4.9M0.0%CoreLowCharlotte, NC2026-10-30
Arizona State Retirement System
20,771$4.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Creative Planning
18,836$4.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Swiss Life Asset Management Ltd
16,983$3.9M0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
16,967$3.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
SEB Asset Management AB
16,700$3.8M0.0%CoreN/AStockholm, Sweden2026-11-04
Mutual of America Capital Management LLC
16,091$3.7M0.0%IndexLowNew York, NY2026-10-23
TrueWealth Advisors, LLC
15,232$3.5M0.8%ETFMediumBirmingham, AL2026-10-09
Wealth Enhancement Advisory Services, LLC
15,122$3.1M0.0%CoreLowPlymouth, MN2026-10-13
Mirae Asset Global Investments Co., Ltd.
14,675$3.4M0.0%GrowthLowSeoul, Malaysia2026-11-03
Ethic Inc.
14,307$3.3M0.0%CoreLowNew York, NY2026-11-03
Azzad Asset Management Inc
13,675$3.1M0.3%GrowthMediumFalls Church, VA2026-11-04
Y-Intercept (Hong Kong) Ltd
12,586$2.9M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Atria Investments, Inc
12,566$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
DekaBank Deutsche Girozentrale
12,024$2.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Triad Investment Management
11,658$2.7M3.5%Deep ValueMediumNewport Beach, CA2026-10-13
Transmarket Holdings LP
11,571$2.6M1.5%Deep ValueVery HighChicago, IL2026-10-27
Third View Private Wealth, LLC
10,903$2.5M0.3%GrowthLowWestport, CT2026-10-30
Argent Capital Management LLC
10,359$2.4M0.1%CoreMediumSt Louis, MO2026-10-05
Oppenheimer Asset Management Inc.
9,799$2.2M0.0%CoreMediumNew York, NY2026-10-27
Moody Lynn Lieberson & Walker, LLC
9,165$2.1M0.1%MomentumLowBoston, MA2026-10-14
Ritholtz Wealth Management
9,069$2.1M0.0%IndexLowNew York, NY2026-11-05
Wasatch Advisors LP
8,986$2.1M0.0%GARPMediumSalt Lake City, UT2026-10-13
Candriam S.C.A.
8,875$2.0M0.0%GrowthMediumStrassen, Netherlands2026-11-03
ABN Amro Investment Solutions
8,799$2.0M0.0%GrowthLowParis Cedex 008, India2026-10-21
IFM Investors Pty Ltd
8,272$1.9M0.0%IndexVery LowMelbourne, China2026-10-14
PensionDanmark Pensionsforsikringsaktieselskab
8,190$1.9M0.0%IndexLowCopenhagen O, Greece2026-10-19
Aware Super Pty Ltd as trustee of Aware Super
8,144$1.9M0.0%GrowthMediumSydney, China2026-10-30
Washington Trust Co
8,058$1.8M0.1%GrowthVery LowWesterly, RI2026-10-22
Thrivent Financial for Lutherans
7,865$1.8K0.0%GARPMediumMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
7,538$1.7K0.0%CoreVery LowJuneau, AK2026-10-15
Daiwa Securities Group Inc.
7,447$1.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
OP Asset Management Ltd
7,404$1.7M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
7,192$1.6M0.0%GrowthLowStockholm, Sweden2026-10-15
PFS Partners, LLC
6,770$1.5M0.6%ETFVery LowMine Hill, NJ2026-10-21
Sumitomo Mitsui DS Asset Management Company, Ltd
6,707$1.5M0.0%IndexVery LowTokyo, Mexico2026-10-20
ASR Vermogensbeheer N.V.
6,481$1.5M0.0%CoreLowUtrecht, Philippines2026-10-16
Amalgamated Bank
5,793$1.3K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth Equity Services, LLC
5,761$1.3M0.0%ETFLowWaltham, MA2026-11-02
Gulf International Bank (UK) Ltd
5,755$1.3K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Kestra Advisory Services, LLC
5,304$1.2M0.0%CoreLowAustin, TX2026-11-02
Soltis Investment Advisors LLC
5,231$1.2M0.1%CoreMediumSt. George, UT2026-10-28
Praxis Investment Management Inc
5,209$1.2K0.0%CoreLowGoshen, IN2026-11-03
Elevation Point Wealth Partners, LLC
5,065$1.2M0.0%CoreHighDenver, CO2026-11-05
Plato Investment Management Ltd
4,832$1.1M0.1%CoreLowSydney, China2026-11-05
Machina Capital S.A.S.
4,592$1.0M0.1%ValueVery HighParis, India2026-11-05
Maryland State Retirement & Pension System
4,554$1.0M0.0%IndexVery LowBaltimore, MD2026-11-05
MacKenzie Financial Corp
4,485$1.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Nisa Investment Advisors, LLC
4,334$989.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Svrn Asset Management, LLC
4,290$979.5K0.5%ETFVery LowAustin, TX2026-11-02
First Citizens Bank & Trust Co
4,228$965.4K0.0%CoreMediumRaleigh, NC2026-10-14
Oath Planning, LLC
4,206$960.4K0.6%ETFVery LowTulsa, OK2026-10-20
Calamos Wealth Management LLC
4,163$950.5K0.0%GrowthMediumNaperville, IL2026-11-02
Choreo, LLC
4,123$941.4K0.0%IndexLowRockford, IL2026-10-28
Keybank National Association
4,050$924.7K0.0%CoreLowBrooklyn, OH2026-11-04
Park Avenue Securities LLC
4,015$9170.0%ETFMediumNew York, NY2026-10-26
Wolverine Asset Management LLC
4,000$913.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
CIBC Asset Management Inc
3,918$894.6K0.0%GARPLowToronto, South Africa2026-11-05
ICW Investment Advisors LLC
3,826$873.6K0.3%CoreVery LowScottsdale, AZ2026-10-27
Regions Financial Corp
3,805$868.8K0.0%CoreLowBirmingham, AL2026-11-05
Sageworth Trust Co
3,500$799.2K0.0%ETFLowLancaster, PA2026-10-30
Midwest Financial Partners Investments, Inc.
3,438$785.0K0.3%ETFVery LowSt. Cloud, MN2026-10-08
Ag2r LA Mondiale Gestion D'actifs
3,428$782.7K0.0%GrowthLowParis, India2026-10-26
Tokio Marine Asset Management Co LTD
3,384$772.7K0.0%GrowthLowTokyo, Mexico2026-10-26
Perryman Financial Advisory Inc
3,250$742.1K0.1%GrowthVery LowDallas, TX2026-10-16
Colonial River Investments, LLC
3,207$732.3K0.2%GrowthMediumMidlothian, VA2026-10-19
Strategic Advisors LLC
3,180$726.1K0.2%GrowthLowNew York, NY2026-10-13
TD Waterhouse Canada Inc.
3,134$723.8K0.0%CoreLowToronto, Australia2026-10-16
J. Safra Sarasin Holding AG
3,012$635.8K0.0%CoreMediumBasel, Switzerland2026-10-26
Everhart Financial Group, Inc.
2,962$676.3K0.0%ETFLowDublin, OH2026-10-08
J2 Capital Management Inc
2,944$672.3K0.4%ETFHighTroy, MI2026-10-19
Elevatus Welath Management
2,917$666.2K0.2%GrowthHighVictor, NY2026-10-19
Marks Group Wealth Management, Inc
2,853$651.4K0.1%CoreMediumMinnetonka, MN2026-11-05
Americana Partners, LLC
2,808$641.2K0.0%CoreMediumHouston, TX2026-10-28
Gibbs Wealth Management
2,799$639.1K0.1%CoreLowAlpharetta, GA2026-10-22
Diversify Advisory Services, LLC
2,760$638.4K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
2,760$638.4K0.0%GrowthMediumSandy, UT2026-10-20
Legacy Wealth Asset Management, LLC
2,692$614.7K0.1%GARPMediumWoodbury, MN2026-10-09
UniSuper Management Pty Ltd
2,595$592.5K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Alps Advisors Inc
2,552$582.7K0.0%YieldLowDenver, CO2026-11-03
SAX Wealth Advisors, LLC
2,514$574.0K0.0%ETFVery LowParsippany, NJ2026-10-13
Premier Path Wealth Partners, LLC
2,477$565.5K0.1%GrowthMediumMadison, NJ2026-10-16
Gamma Investing LLC
2,471$564.2K0.0%IndexVery LowFoster City, CA2026-10-08
Private Wealth Group, LLC
2,333$532.7K0.2%ETFLowTampa, FL2026-10-19
North Dakota State Investment Board
2,309$527.2K0.0%GrowthMediumBismarck, ND2026-10-27
Crossmark Global Holdings, Inc.
2,299$524.9K0.0%GARPMediumHouston, TX2026-10-21
Guardian Financial Partners, LLC
2,179$497.5K0.2%ETFLowOrange, CA2026-11-04
AA Financial Advisors, LLC
2,149$490.7K0.1%ETFMediumColumbus, OH2026-10-19
Crestwood Advisors Group, LLC
2,138$488.2K0.0%GrowthLowBoston, MA2026-10-27
Brighton Jones LLC
2,091$477.5K0.0%CoreVery LowSeattle, WA2026-11-03
Oppenheimer & Co Inc
1,987$453.7K0.0%CoreLowNew York, NY2026-10-26
Cynosure Group, LLC
1,979$451.9K0.1%ETFMediumSalt Lake City, UT2026-11-03
Malaga Cove Capital, LLC
1,976$451.2K0.1%GrowthLowPv Estates, CA2026-10-23
Oarsman Capital, Inc.
1,962$448.0K0.0%ETFLowMilwaukee, WI2026-11-05
B. Metzler seel. Sohn & Co. AG
1,923$439.1K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Moody Aldrich Partners LLC
1,877$428.6K0.1%ValueHighMarblehead, MA2026-10-27
E. Ohman J:or Asset Management AB
1,828$417.4K0.0%GrowthMediumStockholm, Sweden2026-10-22
Baker Tilly Wealth Management, LLC
1,810$413.2K0.1%GrowthLowMadison, WI2026-10-05
RKL Wealth Management LLC
1,788$408.3K0.0%ETFVery LowLancaster, PA2026-10-16
Financial Consulate, Inc
1,769$403.9K0.0%ETFLowHunt Valley, MD2026-10-23
Verdence Capital Advisors LLC
1,742$397.8K0.0%CoreMediumHunt Valley, MD2026-10-26
OpenArc Corporate Advisory, LLC
1,720$392.7K0.0%GrowthLowAtlanta, GA2026-10-21
Legacy Capital Wealth Partners, LLC
1,625$371.0K0.1%CoreMediumLittle Rock, AR2026-10-21
Garrison Bradford & Associates Inc
1,625$371.0K0.4%GrowthMediumNew York, NY2026-10-27
FSM Wealth Advisors, LLC
1,614$356.8K0.0%ETFLowCleveland, OH2026-10-27
Chicago Partners Investment Group LLC
1,556$352.8K0.0%GARPLowChicago, IL2026-10-27
KBC Group NV
1,493$3410.0%CoreMediumBrussels, Czech Republic2026-10-22
Lido Advisors, LLC
1,455$332.3K0.0%GrowthLowLos Angeles, CA2026-11-04
MGO One Seven LLC
1,438$328.3K0.0%GrowthLowBeachwood, OH2026-10-28
Ashton Thomas Private Wealth, LLC
1,435$327.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Wedmont Private Capital
1,378$304.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Yousif Capital Management, LLC
1,375$314.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Cambridge Investment Research Advisors, Inc.
1,371$3130.0%ETFLowFairfield, IA2026-11-02
Portside Wealth Group, LLC
1,368$312.4K0.0%CoreMediumProvo, UT2026-10-20
Prospera Financial Services Inc
1,317$314.4K0.0%CoreMediumDallas, TX2026-11-04
Harbor Capital Advisors, Inc.
1,301$2970.0%ValueHighChicago, IL2026-10-22
Pinnacle Wealth Planning Services, Inc.
1,296$295.9K0.0%GARPLowMansfield, OH2026-10-27
Glenview Trust Co
1,293$295.2K0.0%GrowthVery LowLouisville, KY2026-10-28
Axxcess Wealth Management, LLC
1,291$294.8K0.0%CoreLowCarlsbad, CA2026-10-21
Aaron Wealth Advisors LLC
1,225$279.7K0.0%GrowthMediumChicago, IL2026-10-13
Concurrent Investment Advisors, LLC
1,222$279.0K0.0%GrowthMediumTampa, FL2026-10-16
Journey Advisory Group, LLC
1,219$278.3K0.0%CoreMediumCovington, KY2026-11-04
Trust Point Inc.
1,218$278.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Leonteq Securities AG
1,198$273.5K0.0%CoreHighZurich, Switzerland2026-10-29
Provenance Wealth Advisors, LLC
1,146$261.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signature Estate & Investment Advisors LLC
1,112$253.9K0.0%ETFMediumLos Angeles, CA2026-10-13
Evolution Wealth Advisors, LLC
1,100$251.2K0.0%ETFLowAventura, FL2026-11-03
Impact Capital Partners LLC
1,098$250.7K0.1%GrowthLowGreenwood Village, CO2026-10-22
Norden Group LLC
1,078$246.1K0.0%GrowthMediumProvo, UT2026-10-20
Nations Financial Group Inc,
1,076$245.7K0.0%CoreLowCedar Rapids, IA2026-11-05
Bingham Private Wealth, LLC
1,071$244.5K0.2%CoreMediumSan Francisco, CA2026-11-05
Wealthcare Advisory Partners LLC
1,047$239.1K0.0%ETFLowWest Chester, PA2026-10-21
Moneco Advisors, LLC
1,039$237.2K0.0%ETFLowFairfield, CT2026-11-05
NorthCrest Asset Manangement, LLC
1,032$228.2K0.0%GrowthLowPlymouth, MN2026-10-13
Old National Bancorp
1,028$234.7K0.0%CoreLowEvansville, IN2026-10-20
Citizens Financial Group Inc
1,009$230.4K0.0%GrowthLowProvidence, RI2026-10-23
Acima Private Wealth, LLC
994$227.0K0.1%ETFVery LowRichmond, VA2026-10-05
Curated Wealth Partners LLC
965$220.3K0.0%GARPLowEl Segundo, CA2026-10-15
Element Pointe Advisors, LLC
920$210.1K0.0%ETFLowMiami, FL2026-10-21
Krilogy Financial LLC
913$203.5K0.0%GrowthLowSt. Louis, MO2026-10-13
PCG Asset Management, LLC
905$206.6K0.1%ETFVery LowGladstone, NJ2026-11-05
Precedent Wealth Partners, LLC
883$201.6K0.0%ETFMediumHouston, TX2026-10-21
AMG National Trust Bank
883$201.6K0.0%ETFLowGreenwood Village, CO2026-11-05
Hilltop National Bank
823$187.9K0.0%CoreLowCasper, WY2026-10-14
EverSource Wealth Advisors, LLC
732$167.2K0.0%CoreMediumBirmingham, AL2026-11-04
Versant Capital Management, Inc
729$166.5K0.0%GARPLowPhoenix, AZ2026-10-02
AlphaCore Capital LLC
676$154.4K0.0%ETFLowLa Jolla, CA2026-11-04
Fideuram Asset Management (Ireland) dac
659$157.5K0.0%CoreHighDublin 1, Lithuania2026-10-29
Farther Finance Advisors, LLC
618$141.2K0.0%IndexLowSan Francisco, CA2026-10-08
Grove Bank & Trust
618$141.1K0.0%ETFLowMiami, FL2026-10-08
Wilmington Savings Fund Society, FSB
580$132.4K0.0%CoreLowWilmington, DE2026-10-23
Trust Co of Toledo NA
435$99.3K0.0%GrowthVery LowHolland, OH2026-10-16
WPG Advisers, LLC
404$92.2K0.1%CoreLowBaltimore, MD2026-10-27
Mosley Wealth Management
402$93.0K0.0%ETFHighAnaheim, CA2026-10-16
Root Financial Partners, LLC
383$87.5K0.0%ETFMediumEncinitas, CA2026-10-21
First Horizon Corp
376$85.9K0.0%CoreLowMemphis, TN2026-10-26
Mcdonald Partners LLC
374$85.4K0.0%CoreLowCleveland, OH2026-11-03
Steph & Co
352$80.4K0.0%ETFLowMarinette, WI2026-10-07
Birch Financial Group, LLC
349$79.7K0.0%CoreLowKeene, NH2026-10-27
Parallel Advisors, LLC
341$77.8K0.0%IndexLowSan Francisco, CA2026-11-03
First Command Advisory Services, Inc.
285$65.1K0.0%IndexLowFort Worth, TX2026-11-05
IFP Advisors, Inc
280$63.9K0.0%GrowthLowTampa, FL2026-10-16
MV Capital Management, Inc.
248$56.6K0.0%ETFLowBethesda, MD2026-10-29
Arlington Trust Co LLC
231$52.7K0.0%ETFMediumBirmingham, AL2026-10-20
Signaturefd, LLC
229$52.3K0.0%IndexLowAtlanta, GA2026-10-23
NBH Bank
228$52.1K0.0%CoreN/AGreenwood Village, CO2026-11-05
True Wealth Design, LLC
217$49.5K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
198$450.0%ValueHighLondon, United Kingdom2026-10-30
Spire Wealth Management
192$43.7K0.0%GrowthMediumMclean, VA2026-10-30
Sterling Capital Management LLC
172$39.3K0.0%GARPMediumCharlotte, NC2026-10-22
Central Trust Co
171$39.1K0.0%CoreLowJefferson City, MO2026-11-05
Private Trust Co NA
167$38.1K0.0%CoreLowCleveland, OH2026-10-20
Asset Dedication, LLC
164$37.4K0.0%ETFLowSan Francisco, CA2026-11-03
MassMutual Private Wealth & Trust, FSB
160$36.5K0.0%CoreLowSpringfield, MA2026-10-05
GHP Investment Advisors, Inc.
159$36.3K0.0%CoreVery LowDenver, CO2026-10-15
Rossby Financial, LCC
144$32.9K0.0%ETFMediumMelbourne, FL2026-11-05
Tounjian Advisory Partners, LLC
116$26.4K0.0%GrowthHighFort Myers, FL2026-11-04
Owl Creek Wealth Partners LLC
113$25.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Capital Advisors, Ltd. LLC
106$240.0%ETFLowShaker Heights, OH2026-10-27
TD Private Client Wealth LLC
103$23.5K0.0%ETFLowNew York, NY2026-10-28
Parkside Financial Bank & Trust
102$23.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Burkett Financial Services, LLC
99$22.6K0.0%ETFLowRock Hill, SC2026-10-01
Essential Partners LLC
97$22.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Salomon & Ludwin, LLC
95$21.7K0.0%ETFVery LowRichmond, VA2026-10-29
Mather Group, Llc.
89$20.2K0.0%ETFMediumChicago, IL2026-10-14
Physician Wealth Advisors, Inc.
84$19.2K0.0%ETFMediumMidvale, UT2026-10-20
Private Wealth Management Group, LLC
71$16.2K0.0%ETFLowPrinceton, NJ2026-10-19
Bokf, NA
69$15.8K0.0%CoreLowTulsa, OK2026-10-27
GK Wealth Management LLC
68$15.6K0.0%GARPVery HighReno, NV2026-10-09
Trust Co of Vermont
66$15.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Ascentis Wealth Management, LLC
65$14.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Larson Financial Group LLC
64$14.6K0.0%GrowthLowSt Louis, MO2026-11-05
Heritage Family Offices, LLP
62$14.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Farmers & Merchants Investments Inc
61$13.9K0.0%CoreVery LowLincoln, NE2026-10-22
Carolina Wealth Advisors, LLC
61$13.9K0.0%YieldHighMyrtle Beach, SC2026-10-23
Elevation Wealth Partners, LLC
55$12.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Activest Wealth Management
40$9.1K0.0%ETFLowAventura, FL2026-10-15
James T. Borello RIA
39$8.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Angeles Wealth Management, LLC
38$8.7K0.0%ETFLowSanta Monica, CA2026-10-26
Blue Trust, Inc.
36$8.2K0.0%ETFLowBrentwood, TN2026-10-15
First United Bank & Trust
35$8.0K0.0%CoreLowOakland, MD2026-10-22
William Mack & Associates, Inc.
34$7.8K0.0%ETFLowTroy, MI2026-10-27
Cromwell Holdings LLC
33$7.5K0.0%IndexLowJackson, WY2026-10-28
Bell Investment Advisors, Inc
32$7.3K0.0%ETFVery LowOrinda, CA2026-10-29
Elyxium Wealth, LLC
31$7.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Fortitude Family Office, LLC
26$5.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Beacon Investment Advisory Services, Inc.
24$5.5K0.0%GrowthLowMorristown, NJ2026-10-13
UMB Private Wealth Management, LLC
24$5.5K0.0%GrowthN/AKansas City, MO2026-10-19
Brown, Lisle Ings, Inc.
19$4.3K0.0%CoreVery LowProvidence, RI2026-10-16
Toth Financial Advisory Corp
16$3.7K0.0%CoreLowLeesburg, VA2026-10-08
Bay Harbor Wealth Management, LLC
15$3.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Manchester Capital Management LLC
15$3.4K0.0%CoreLowManchester, VT2026-10-22
SJS Investment Consulting Inc.
15$3.4K0.0%ETFVery LowSylvania, OH2026-10-26
Hughes Financial Services, LLC
14$3.4K0.0%ETFLowHerndon, VA2026-10-30
CoreCap Advisors, LLC
13$3.0K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Network Wealth Advisors LLC
13$3.0K0.0%ETFLowMurray, UT2026-10-28
Davis Capital Management
12$2.7K0.0%CoreLowJacksonville, FL2026-10-08
Advocate Investing Services LLC
12$2.7K0.0%ETFLowWoodbine, MD2026-10-26
Abound Wealth Management
11$2.6K0.0%ETFVery LowFranklin, TN2026-10-26
Caitong International Asset Management Co., Ltd
11$2.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Barnes Dennig Private Wealth Management LLC
11$2.5K0.0%CoreLowCincinnati, OH2026-10-30
Jacobi Capital Management LLC
9$2.1K0.0%CoreLowPittston, PA2026-11-05
Entrust Financial LLC
9$2.1K0.0%ETFLowWayne, PA2026-11-04
Meriwether Wealth & Planning, LLC
9$2.1K0.0%ETFMediumMinden, LA2026-10-13
Planning Strategies Inc.
8$1.8K0.0%ETFN/ALancaster, PA2026-10-02
Ares Financial Consulting, LLC
7$1.6K0.0%CoreLowCalabasas, CA2026-10-19
DiNuzzo Private Wealth, Inc.
6$1.4K0.0%ETFLowBeaver, PA2026-10-16
Creative Capital Management Investments LLC
5$1.1K0.0%ETFLowSan Diego, CA2026-10-28
Ascentis Independent Advisors
5$1.1K0.0%ETFLowDallas, TX2026-11-03
Richardson Financial Services Inc.
4$9130.0%GrowthMediumMedway, MA2026-10-30
American Capital Advisory, LLC
4$9140.0%ETFLowKetchum, ID2026-10-28
Decker Retirement Planning Inc.
4$9730.0%Agg GrowthVery HighLevi, UT2026-10-19
DecisionPoint Financial, LLC
4$9240.0%ETFVery LowMesa, AZ2026-10-27
Center for Financial Planning, Inc.
4$9130.0%ETFLowSouthfied, MI2026-10-26
Quaker Wealth Management, LLC
3$6850.0%ETFMediumMoorestown, NJ2026-10-22
Downshift Financial, LLC
3$6850.0%ETFLowBoulder, CO2026-10-13
Montgomery Financial Services LLC
3$6850.0%ETFN/AOcean City, MD2026-11-03
Bare Financial Services, Inc
3$6850.0%ETFVery LowGap, PA2026-11-04
West Branch Capital LLC
2$4570.0%GrowthVery LowAmherst, MA2026-10-20
Nemes Rush Group LLC
2$4570.0%CoreVery LowNovi, MI2026-11-04
Highline Wealth Partners LLC
2$4570.0%ETFMediumSherman Oaks, CA2026-10-19
Cape Investment Advisory, Inc.
2$4570.0%ETFLowMcdonough, GA2026-10-13
Monetary Solutions, Ltd
2$4570.0%ETFVery LowDayton, OH2026-10-22
TFC Financial Management, Inc.
1$2290.0%ETFVery LowBoston, MA2026-10-26
Creative Financial Designs Inc
1$2280.0%ETFMediumKokomo, IN2026-11-04
Balance Wealth Partners LLC
1$2780.0%ETFMediumWorthington, OH2026-10-27
Lloyd Advisory Services, Llc.
0$300.0%ETFVery HighSuwanee, GA2026-11-02