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Houlihan Lokey Inc (HLI)

CUSIP: 441593100 | NYSE | Financial Services · Capital Markets | Mid Cap | 1323 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
13D/AA&R Voting Trust15,799,17222.5%New 5%+ stakeDec 30, 2025No 13F filer matched
13D/AA&R Voting Trust15,799,172
22.5% of class · Dec 30, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP789,723
0.0% of portfolio›$99.8M
Van Berkom & Associates Inc.508,072
4.4% of portfolio›$64.2M
Fenimore Asset Management Inc256,760
0.7% of portfolio›$32.4M
Barlow Wealth Partners, LLC180,034
2.4% of portfolio›$23.0M
Argent Capital Management LLC158,547
0.6% of portfolio›$20.0M
Atwood & Palmer Inc128,463
0.8% of portfolio›$16.2M
Principal Financial Group Inc124,522
0.0% of portfolio›$15.7M
Creative Planning124,327
0.0% of portfolio›$15.7M
GHP Investment Advisors, Inc.119,815
0.6% of portfolio›$15.1M
Alps Advisors Inc79,182
0.0% of portfolio›$10.0M
Granite Investment Partners, LLC75,901
0.5% of portfolio›$9.6M
Franklin, Parlapiano, Turner & Welch, LLC56,311
1.6% of portfolio›$7.1M
Retirement Systems of Alabama55,902
0.0% of portfolio›$7.1M
Sparta 24 Ltd.50,390
0.2% of portfolio›$186.2K
Mutual of America Capital Management LLC49,881
0.1% of portfolio›$6.3M
Wealth Enhancement Advisory Services, LLC37,263
0.0% of portfolio›$4.7M
Strs Ohio31,749
0.0% of portfolio›$4.0M
Walled Lake Planning & Wealth Management, LLC29,111
0.9% of portfolio›$3.7M
Amalgamated Bank24,978
0.0% of portfolio›$3.2M
Oppenheimer Asset Management Inc.21,203
0.0% of portfolio›$2.7M
Bell Asset Management Ltd19,859
0.9% of portfolio›$2.5M
Salvus Wealth Management, LLC18,476
1.3% of portfolio›$2.3M
Diversified Management Inc18,154
0.4% of portfolio›$2.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.16,909
0.1% of portfolio›$2.1M
State of New Jersey Common Pension Fund D16,223
0.0% of portfolio›$2.0M
Louisiana State Employees Retirement System16,100
0.0% of portfolio›$2.0M
Weil Company, Inc.15,442
0.3% of portfolio›$2.0M
Arizona State Retirement System15,296
0.0% of portfolio›$1.9M
Yousif Capital Management, LLC14,799
0.0% of portfolio›$1.9M
Davenport & Co LLC13,185
0.0% of portfolio›$1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,937
0.0% of portfolio›$1.6M
State of Michigan Retirement System12,700
0.0% of portfolio›$1.6M
Gamma Investing LLC12,464
0.1% of portfolio›$1.6M
Oregon Public Employees Retirement Fund11,264
0.0% of portfolio›$1.4M
Regions Financial Corp11,008
0.0% of portfolio›$1.4M
Citigroup Inc10,958
0.0% of portfolio›$1.4M
Sendero Wealth Management, LLC10,908
0.1% of portfolio›$1.4M
Linden Thomas Advisory Services, LLC10,698
0.1% of portfolio›$1.4M
PineStone Asset Management Inc.10,194
0.0% of portfolio›$1.3M
Atria Investments, Inc9,747
0.0% of portfolio›$1.2M
Truist Financial Corp9,122
0.0% of portfolio›$1.2M
Pictet Asset Management Holding SA8,606
0.0% of portfolio›$1.1M
New York State Teachers Retirement System8,600
0.0% of portfolio›$1.1M
Bank Julius Baer & Co. Ltd, Zurich8,377
0.0% of portfolio›$1.1M
Appleton Partners Inc8,274
0.2% of portfolio›$1.0M
New York Life Investment Management LLC7,963
0.0% of portfolio›$1.0M
Assetmark, Inc7,861
0.0% of portfolio›$993.2K
Bokf, NA7,683
0.0% of portfolio›$970.7K
Oak Thistle LLC7,533
0.1% of portfolio›$951.7K
Taylor Frigon Capital Management LLC6,982
0.4% of portfolio›$882.1K
Gateway Investment Advisers LLC6,461
0.0% of portfolio›$816.3K
Xponance LLC6,314
0.0% of portfolio›$797.7K
Union Bancaire Privee, UBP SA5,873
0.0% of portfolio›$760.8K
Fulton Bank, N.A.5,739
0.0% of portfolio›$725.1K
James Investment Research, Inc.5,708
0.1% of portfolio›$721.1K
Park Avenue Securities LLC5,169
0.0% of portfolio›$653.0K
State of Alaska, Department of Revenue5,138
0.0% of portfolio›$649
Gibbs Wealth Management4,800
0.1% of portfolio›$606.5K
Evergreen Capital Management LLC4,653
0.0% of portfolio›$587.9K
Crossmark Global Holdings, Inc.4,625
0.0% of portfolio›$584.3K
Blue Trust, Inc.4,548
0.0% of portfolio›$574.6K
Krilogy Financial LLC4,233
0.0% of portfolio›$551.9K
Yorktown Management & Research Co Inc3,850
0.3% of portfolio›$486.4K
Kestra Advisory Services, LLC3,838
0.0% of portfolio›$484.9K
Swiss Life Asset Management Ltd3,833
0.0% of portfolio›$484.3K
Inspire Investing, LLC3,761
0.0% of portfolio›$475.2K
Studio Investment Management LLC3,740
0.1% of portfolio›$472.5K
Citizens Financial Group Inc3,694
0.0% of portfolio›$466.8K
Riverwater Partners LLC3,563
0.1% of portfolio›$450.1K
J2 Capital Management Inc3,555
0.3% of portfolio›$449.1K
Sowell Financial Services LLC3,555
0.0% of portfolio›$449.1K
Harel Insurance Investments & Financial Services Ltd.3,482
0.0% of portfolio›$440.0K
Cambridge Investment Research Advisors, Inc.3,411
0.0% of portfolio›$431.0K
Sepio Capital, LP3,410
0.0% of portfolio›$430.8K
EverSource Wealth Advisors, LLC3,188
0.0% of portfolio›$402.8K
Brookstone Capital Management3,031
0.0% of portfolio›$382.9K
First Bank & Trust2,684
0.0% of portfolio›$339.1K
Brighton Jones LLC2,647
0.0% of portfolio›$334.5K
Exchange Traded Concepts, LLC2,598
0.0% of portfolio›$328.2K
Argos Wealth Advisors, LLC2,520
0.1% of portfolio›$318.4K
Baker Ellis Asset Management LLC2,500
0.0% of portfolio›$315.9K
Allspring Global Investments Holdings, LLC2,468
0.0% of portfolio›$316.8K
Signaturefd, LLC2,356
0.0% of portfolio›$297.7K
B. Metzler seel. Sohn & Co. AG2,291
0.0% of portfolio›$289.4K
Wealthcare Capital Partners, LLC2,210
0.1% of portfolio›$279.2K
Chicago Partners Investment Group LLC2,206
0.0% of portfolio›$289.7K
Accredited Investors Inc.2,196
0.0% of portfolio›$277.4K
HB Wealth Management, LLC2,190
0.0% of portfolio›$276.7K
ProShare Advisors LLC2,059
0.0% of portfolio›$260.1K
Commonwealth Equity Services, LLC2,052
0.0% of portfolio›$259.3K
Wedmont Private Capital2,008
0.0% of portfolio›$252.1K
Elevation Point Wealth Partners, LLC2,004
0.0% of portfolio›$253.2K
Galvin, Gaustad & Stein, LLC2,000
0.0% of portfolio›$252.7K
Fifth Third Wealth Advisors LLC1,995
0.0% of portfolio›$252.0K
Retirement Guys Formula LLC1,993
0.1% of portfolio›$251.9K
Portside Wealth Group, LLC1,972
0.0% of portfolio›$249.2K
Fulcrum Asset Management LLP1,921
0.0% of portfolio›$244.9K
Sun Group Wealth Partners1,869
0.1% of portfolio›$236.1K
Assenagon Asset Management S.A.1,864
0.0% of portfolio›$235.5K
KBC Group NV1,859
0.0% of portfolio›$235.0K
Vista Finance, LLC1,801
0.1% of portfolio›$227.5K
Concurrent Investment Advisors, LLC1,792
0.0% of portfolio›$226.4K
Choreo, LLC1,782
0.0% of portfolio›$225.2K
Norden Group LLC1,762
0.0% of portfolio›$222.6K
Diversify Wealth Management, LLC1,741
0.0% of portfolio›$223.7K
Diversify Advisory Services, LLC1,741
0.0% of portfolio›$223.7K
North Dakota State Investment Board1,669
0.0% of portfolio›$210.9K
CIBC Asset Management Inc1,644
0.0% of portfolio›$207.7K
Parallel Advisors, LLC1,601
0.0% of portfolio›$202.3K
Sterling Capital Management LLC1,584
0.0% of portfolio›$200.1K
Cassaday & Co Wealth Management LLC1,568
0.0% of portfolio›$198.1K
Summit Securities Group LLC1,543
0.0% of portfolio›$194.9K
Nisa Investment Advisors, LLC1,491
0.0% of portfolio›$188.4K
IFP Advisors, Inc960
0.0% of portfolio›$121.3K
Quadrant Capital Group LLC890
0.0% of portfolio›$115.3K
Mather Group, Llc.621
0.0% of portfolio›$78.5K
Farther Finance Advisors, LLC587
0.0% of portfolio›$74.2K
Covestor Ltd579
0.1% of portfolio›$73.0K
Harbor Investment Advisory, LLC408
0.0% of portfolio›$51.5K
SJS Investment Consulting Inc.281
0.0% of portfolio›$35.5K
Provenance Wealth Advisors, LLC269
0.0% of portfolio›$34.0K
Versant Capital Management, Inc240
0.0% of portfolio›$30.3K
Private Trust Co NA213
0.0% of portfolio›$26.9K
SBI Securities Co., Ltd.210
0.0% of portfolio›$26.5K
Physician Wealth Advisors, Inc.200
0.0% of portfolio›$25.3K
Trust Co of Toledo NA191
0.0% of portfolio›$24.1K
Essential Partners LLC177
0.0% of portfolio›$22.4K
Ameliora Wealth Management Ltd.169
0.0% of portfolio›$21.4K
Oakworth Capital, Inc.165
0.0% of portfolio›$20.8K
Parkside Financial Bank & Trust162
0.0% of portfolio›$20.5K
Golden State Wealth Management, LLC155
0.0% of portfolio›$19.7K
Steph & Co152
0.0% of portfolio›$19.2K
Ascentis Independent Advisors144
0.0% of portfolio›$18.2K
Root Financial Partners, LLC119
0.0% of portfolio›$15.0K
Alpine Bank Wealth Management117
0.0% of portfolio›$14.8K
Westside Investment Management, Inc.116
0.0% of portfolio›$14.7K
Bell Investment Advisors, Inc115
0.0% of portfolio›$14.5K
GK Wealth Management LLC110
0.0% of portfolio›$13.9K
Fortitude Family Office, LLC107
0.0% of portfolio›$13.5K
First Pacific Financial100
0.0% of portfolio›$12.7K
American National Bank & Trust88
0.0% of portfolio›$11.1K
Mitsubishi UFJ Asset Management Co., Ltd.78
0.0% of portfolio›$9.9K
Paladin Partners, LLC77
0.0% of portfolio›$9.7K
Tributary Capital Management, LLC76
0.0% of portfolio›$9.6K
Wolff Wiese Magana LLC75
0.0% of portfolio›$9.5K
Arlington Trust Co LLC75
0.0% of portfolio›$9.5K
Financial Consulate, Inc72
0.0% of portfolio›$9.1K
CoreCap Advisors, LLC68
0.0% of portfolio›$8.6K
True Wealth Design, LLC68
0.0% of portfolio›$8.6K
Key FInancial Inc67
0.0% of portfolio›$8.5K
Birch Financial Group, LLC66
0.0% of portfolio›$8.3K
Bfsg, LLC56
0.0% of portfolio›$7.1K
MassMutual Private Wealth & Trust, FSB54
0.0% of portfolio›$6.8K
Pinnacle Wealth Planning Services, Inc.51
0.0% of portfolio›$6.4K
Nvest Wealth Strategies, Inc.50
0.0% of portfolio›$6.3K
Entrust Financial LLC46
0.0% of portfolio›$5.8K
Asset Dedication, LLC44
0.0% of portfolio›$5.6K
Farmers & Merchants Investments Inc44
0.0% of portfolio›$5.6K
Elevation Wealth Partners, LLC41
0.0% of portfolio›$5.2K
JFS Wealth Advisors, LLC41
0.0% of portfolio›$5.2K
TD Private Client Wealth LLC39
0.0% of portfolio›$4.9K
Marquette Asset Management, LLC35
0.0% of portfolio›$4.4K
Cedar Mountain Advisors, LLC33
0.0% of portfolio›$4.2K
North Star Investment Management Corp.30
0.0% of portfolio›$3.8K
Washington Trust Advisors, Inc.28
0.0% of portfolio›$3.6K
PFS Partners, LLC27
0.0% of portfolio›$3.4K
Financial Network Wealth Advisors LLC24
0.0% of portfolio›$3.0K
Silver Grove Financial Group, Inc.23
0.0% of portfolio›$2.9K
Heritage Family Offices, LLP22
0.0% of portfolio›$2.8K
Cape Investment Advisory, Inc.20
0.0% of portfolio›$2.5K
High Note Wealth, LLC19
0.0% of portfolio›$2.4K
Private Wealth Management Group, LLC19
0.0% of portfolio›$2.4K
UMB Private Wealth Management, LLC18
0.0% of portfolio›$2.3K
Cromwell Holdings LLC16
0.0% of portfolio›$2.0K
Retirement Wealth Solutions LLC13
0.0% of portfolio›$1.7K
Bare Financial Services, Inc12
0.0% of portfolio›$1.5K
Manchester Capital Management LLC12
0.0% of portfolio›$1.5K
Fairway Wealth LLC11
0.0% of portfolio›$1.4K
Investors Research Corp11
0.0% of portfolio›$1.4K
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$1.3K
Toth Financial Advisory Corp10
0.0% of portfolio›$1.3K
Montag A & Associates Inc10
0.0% of portfolio›$1.2K
Smallwood Wealth Investment Management, LLC9
0.0% of portfolio›$1.1K
Valley National Advisers Inc9
0.0% of portfolio›$1.1K
CX Institutional8
0.0% of portfolio›$1
Planning Strategies Inc.7
0.0% of portfolio›$884
Creative Financial Designs Inc5
0.0% of portfolio›$632
Ascentis Wealth Management, LLC5
0.0% of portfolio›$631
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$505
Proathlete Wealth Management LLC3
0.0% of portfolio›$379
DecisionPoint Financial, LLC2
0.0% of portfolio›$257
Financial Management Professionals, Inc.2
0.0% of portfolio›$253
TFC Financial Management, Inc.1
0.0% of portfolio›$127
James T. Borello RIA1
0.0% of portfolio›$126
MV Capital Management, Inc.1
0.0% of portfolio›$127
Hughes Financial Services, LLC1
0.0% of portfolio›$139
Signature Equity Partners, LLC1
0.0% of portfolio›$126
Maryland Capital Advisors Inc.1
0.0% of portfolio›$127
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
789,723$99.8M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
508,072$64.2M4.4%Deep ValueMediumMontreal, Austria2026-11-04
Fenimore Asset Management Inc
256,760$32.4M0.7%CoreLowCobleskill, NY2026-10-08
Barlow Wealth Partners, LLC
180,034$23.0M2.4%CoreMediumLouisville, KY2026-10-15
Argent Capital Management LLC
158,547$20.0M0.6%CoreMediumSt Louis, MO2026-10-05
Atwood & Palmer Inc
128,463$16.2M0.8%CoreVery LowKansas City, MO2026-10-08
Principal Financial Group Inc
124,522$15.7M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
124,327$15.7M0.0%IndexVery LowOverland Park, KS2026-11-02
GHP Investment Advisors, Inc.
119,815$15.1M0.6%CoreVery LowDenver, CO2026-10-15
Alps Advisors Inc
79,182$10.0M0.0%YieldLowDenver, CO2026-11-03
Granite Investment Partners, LLC
75,901$9.6M0.5%CoreMediumEl Segundo, CA2026-11-04
Franklin, Parlapiano, Turner & Welch, LLC
56,311$7.1M1.6%CoreLowHouston, TX2026-10-30
Retirement Systems of Alabama
55,902$7.1M0.0%IndexLowMontgomery, AL2026-11-04
Sparta 24 Ltd.
50,390$186.2K0.2%YieldHighTirat Hacarmel, Luxembourg2026-11-04
Mutual of America Capital Management LLC
49,881$6.3M0.1%IndexLowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
37,263$4.7M0.0%CoreLowPlymouth, MN2026-10-13
Strs Ohio
31,749$4.0M0.0%CoreMediumColumbus, OH2026-10-30
Walled Lake Planning & Wealth Management, LLC
29,111$3.7M0.9%ETFLowHighland Park, IL2026-10-29
Amalgamated Bank
24,978$3.2M0.0%CoreVery LowNew York, NY2026-10-23
Oppenheimer Asset Management Inc.
21,203$2.7M0.0%CoreMediumNew York, NY2026-10-27
Bell Asset Management Ltd
19,859$2.5M0.9%GrowthMediumMelbourne, China2026-10-08
Salvus Wealth Management, LLC
18,476$2.3M1.3%CoreMediumRed Bank, NJ2026-10-13
Diversified Management Inc
18,154$2.3M0.4%CoreVery LowMilwaukee, WI2026-10-08
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
16,909$2.1M0.1%CoreHighTurin, Latvia2026-10-22
State of New Jersey Common Pension Fund D
16,223$2.0M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
16,100$2.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Weil Company, Inc.
15,442$2.0M0.3%ETFLowSan Diego, CA2026-10-14
Arizona State Retirement System
15,296$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
14,799$1.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Davenport & Co LLC
13,185$1.7M0.0%CoreMediumRichmond, VA2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
12,937$1.6M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
12,700$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
Gamma Investing LLC
12,464$1.6M0.1%IndexVery LowFoster City, CA2026-10-08
Oregon Public Employees Retirement Fund
11,264$1.4M0.0%IndexVery LowTigard, OR2026-10-30
Regions Financial Corp
11,008$1.4M0.0%CoreLowBirmingham, AL2026-11-05
Citigroup Inc
10,958$1.4M0.0%CoreMediumNew York, NY2026-11-04
Sendero Wealth Management, LLC
10,908$1.4M0.1%GARPLowSan Antonio, TX2026-10-14
Linden Thomas Advisory Services, LLC
10,698$1.4M0.1%CoreLowCharlotte, NC2026-10-19
PineStone Asset Management Inc.
10,194$1.3M0.0%CoreLowMontreal, Austria2026-10-16
Atria Investments, Inc
9,747$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Truist Financial Corp
9,122$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Pictet Asset Management Holding SA
8,606$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
New York State Teachers Retirement System
8,600$1.1M0.0%CoreVery LowAlbany, NY2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
8,377$1.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
Appleton Partners Inc
8,274$1.0M0.2%GrowthLowBoston, MA2026-10-30
New York Life Investment Management LLC
7,963$1.0M0.0%GrowthLowNew York, NY2026-11-04
Assetmark, Inc
7,861$993.2K0.0%ETFLowConcord, CA2026-10-21
Bokf, NA
7,683$970.7K0.0%CoreLowTulsa, OK2026-10-27
Oak Thistle LLC
7,533$951.7K0.1%ValueVery HighNew York, NY2026-10-21
Taylor Frigon Capital Management LLC
6,982$882.1K0.4%GrowthMediumScottsdale, AZ2026-10-23
Gateway Investment Advisers LLC
6,461$816.3K0.0%GrowthLowCincinnati, OH2026-10-13
Xponance LLC
6,314$797.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Union Bancaire Privee, UBP SA
5,873$760.8K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Fulton Bank, N.A.
5,739$725.1K0.0%CoreLowLancaster, PA2026-10-14
James Investment Research, Inc.
5,708$721.1K0.1%CoreLowAlpha, OH2026-10-22
Park Avenue Securities LLC
5,169$653.0K0.0%ETFMediumNew York, NY2026-10-26
State of Alaska, Department of Revenue
5,138$6490.0%CoreVery LowJuneau, AK2026-10-15
Gibbs Wealth Management
4,800$606.5K0.1%CoreLowAlpharetta, GA2026-10-22
Evergreen Capital Management LLC
4,653$587.9K0.0%GARPMediumBellevue, WA2026-10-23
Crossmark Global Holdings, Inc.
4,625$584.3K0.0%GARPMediumHouston, TX2026-10-21
Blue Trust, Inc.
4,548$574.6K0.0%ETFLowBrentwood, TN2026-10-15
Krilogy Financial LLC
4,233$551.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Yorktown Management & Research Co Inc
3,850$486.4K0.3%MomentumMediumForest, VA2026-10-28
Kestra Advisory Services, LLC
3,838$484.9K0.0%CoreLowAustin, TX2026-11-02
Swiss Life Asset Management Ltd
3,833$484.3K0.0%CoreLowZurich, Switzerland2026-11-03
Inspire Investing, LLC
3,761$475.2K0.0%GARPHighMeridian, ID2026-10-22
Studio Investment Management LLC
3,740$472.5K0.1%ETFLowChicago, IL2026-10-22
Citizens Financial Group Inc
3,694$466.8K0.0%GrowthLowProvidence, RI2026-10-23
Riverwater Partners LLC
3,563$450.1K0.1%ValueMediumMilwaukee, WI2026-11-03
J2 Capital Management Inc
3,555$449.1K0.3%ETFHighTroy, MI2026-10-19
Sowell Financial Services LLC
3,555$449.1K0.0%CoreLowNorth Little Rock, AR2026-10-23
Harel Insurance Investments & Financial Services Ltd.
3,482$440.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Cambridge Investment Research Advisors, Inc.
3,411$431.0K0.0%ETFLowFairfield, IA2026-11-02
Sepio Capital, LP
3,410$430.8K0.0%ETFLowSalt Lake City, UT2026-10-22
EverSource Wealth Advisors, LLC
3,188$402.8K0.0%CoreMediumBirmingham, AL2026-11-04
Brookstone Capital Management
3,031$382.9K0.0%ETFMediumWheaton, IL2026-10-22
First Bank & Trust
2,684$339.1K0.0%CoreLowBrookings, SD2026-10-19
Brighton Jones LLC
2,647$334.5K0.0%CoreVery LowSeattle, WA2026-11-03
Exchange Traded Concepts, LLC
2,598$328.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Argos Wealth Advisors, LLC
2,520$318.4K0.1%GrowthLowSacramento, CA2026-11-02
Baker Ellis Asset Management LLC
2,500$315.9K0.0%GARPVery LowVancouver, WA2026-10-14
Allspring Global Investments Holdings, LLC
2,468$316.8K0.0%CoreMediumCharlotte, NC2026-11-04
Signaturefd, LLC
2,356$297.7K0.0%IndexLowAtlanta, GA2026-10-23
B. Metzler seel. Sohn & Co. AG
2,291$289.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Wealthcare Capital Partners, LLC
2,210$279.2K0.1%ETFLowWest Chester, PA2026-10-21
Chicago Partners Investment Group LLC
2,206$289.7K0.0%GARPLowChicago, IL2026-10-27
Accredited Investors Inc.
2,196$277.4K0.0%ETFLowEdina, MN2026-11-03
HB Wealth Management, LLC
2,190$276.7K0.0%IndexVery LowAtlanta, GA2026-10-23
ProShare Advisors LLC
2,059$260.1K0.0%GrowthLowBethesda, MD2026-10-29
Commonwealth Equity Services, LLC
2,052$259.3K0.0%ETFLowWaltham, MA2026-11-02
Wedmont Private Capital
2,008$252.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Elevation Point Wealth Partners, LLC
2,004$253.2K0.0%CoreHighDenver, CO2026-11-05
Galvin, Gaustad & Stein, LLC
2,000$252.7K0.0%CoreMediumScottsdale, AZ2026-10-08
Fifth Third Wealth Advisors LLC
1,995$252.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Retirement Guys Formula LLC
1,993$251.9K0.1%CoreMediumMaumee, OH2026-10-26
Portside Wealth Group, LLC
1,972$249.2K0.0%CoreMediumProvo, UT2026-10-20
Fulcrum Asset Management LLP
1,921$244.9K0.0%CoreMediumLondon, United Kingdom2026-11-04
Sun Group Wealth Partners
1,869$236.1K0.1%GrowthLowIrvine, CA2026-10-26
Assenagon Asset Management S.A.
1,864$235.5K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
KBC Group NV
1,859$235.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Vista Finance, LLC
1,801$227.5K0.1%ETFLowSt. Louis, MO2026-10-23
Concurrent Investment Advisors, LLC
1,792$226.4K0.0%GrowthMediumTampa, FL2026-10-16
Choreo, LLC
1,782$225.2K0.0%IndexLowRockford, IL2026-10-28
Norden Group LLC
1,762$222.6K0.0%GrowthMediumProvo, UT2026-10-20
Diversify Wealth Management, LLC
1,741$223.7K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,741$223.7K0.0%GrowthLowSandy, UT2026-10-20
North Dakota State Investment Board
1,669$210.9K0.0%GrowthMediumBismarck, ND2026-10-27
CIBC Asset Management Inc
1,644$207.7K0.0%GARPLowToronto, South Africa2026-11-05
Parallel Advisors, LLC
1,601$202.3K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
1,584$200.1K0.0%GARPMediumCharlotte, NC2026-10-22
Cassaday & Co Wealth Management LLC
1,568$198.1K0.0%ETFVery LowMclean, VA2026-10-27
Summit Securities Group LLC
1,543$194.9K0.0%CoreVery HighNew York, NY2026-11-05
Nisa Investment Advisors, LLC
1,491$188.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
960$121.3K0.0%GrowthLowTampa, FL2026-10-16
Quadrant Capital Group LLC
890$115.3K0.0%CoreLowCincinnati, OH2026-10-20
Mather Group, Llc.
621$78.5K0.0%ETFMediumChicago, IL2026-10-14
Farther Finance Advisors, LLC
587$74.2K0.0%IndexLowSan Francisco, CA2026-10-08
Covestor Ltd
579$73.0K0.1%ValueHighLondon, United Kingdom2026-10-30
Harbor Investment Advisory, LLC
408$51.5K0.0%GrowthLowLutherville, MD2026-10-13
SJS Investment Consulting Inc.
281$35.5K0.0%ETFVery LowSylvania, OH2026-10-26
Provenance Wealth Advisors, LLC
269$34.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Versant Capital Management, Inc
240$30.3K0.0%GARPLowPhoenix, AZ2026-10-02
Private Trust Co NA
213$26.9K0.0%CoreLowCleveland, OH2026-10-20
SBI Securities Co., Ltd.
210$26.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Physician Wealth Advisors, Inc.
200$25.3K0.0%ETFMediumMidvale, UT2026-10-20
Trust Co of Toledo NA
191$24.1K0.0%GrowthVery LowHolland, OH2026-10-16
Essential Partners LLC
177$22.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Ameliora Wealth Management Ltd.
169$21.4K0.0%ETFLowZurich, Switzerland2026-10-23
Oakworth Capital, Inc.
165$20.8K0.0%ETFLowBirmingham, AL2026-10-26
Parkside Financial Bank & Trust
162$20.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Golden State Wealth Management, LLC
155$19.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Steph & Co
152$19.2K0.0%ETFLowMarinette, WI2026-10-07
Ascentis Independent Advisors
144$18.2K0.0%ETFLowDallas, TX2026-11-03
Root Financial Partners, LLC
119$15.0K0.0%ETFMediumEncinitas, CA2026-10-21
Alpine Bank Wealth Management
117$14.8K0.0%ETFHighGrand Junction, CO2026-10-16
Westside Investment Management, Inc.
116$14.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Bell Investment Advisors, Inc
115$14.5K0.0%ETFVery LowOrinda, CA2026-10-29
GK Wealth Management LLC
110$13.9K0.0%GARPVery HighReno, NV2026-10-09
Fortitude Family Office, LLC
107$13.5K0.0%ETFMediumScottsdale, AZ2026-10-14
First Pacific Financial
100$12.7K0.0%ETFLowVancouver, WA2026-10-14
American National Bank & Trust
88$11.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Mitsubishi UFJ Asset Management Co., Ltd.
78$9.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Paladin Partners, LLC
77$9.7K0.0%ETFVery LowHartland, WI2026-10-06
Tributary Capital Management, LLC
76$9.6K0.0%ValueMediumOmaha, NE2026-10-28
Wolff Wiese Magana LLC
75$9.5K0.0%GrowthLowCarslbad, CA2026-10-15
Arlington Trust Co LLC
75$9.5K0.0%ETFMediumBirmingham, AL2026-10-20
Financial Consulate, Inc
72$9.1K0.0%ETFLowHunt Valley, MD2026-10-23
CoreCap Advisors, LLC
68$8.6K0.0%ETFMediumSouthfield, MI2026-10-08
True Wealth Design, LLC
68$8.6K0.0%ETFMediumAkron, OH2026-10-13
Key FInancial Inc
67$8.5K0.0%ETFLowWest Chester, PA2026-11-02
Birch Financial Group, LLC
66$8.3K0.0%CoreLowKeene, NH2026-10-27
Bfsg, LLC
56$7.1K0.0%CoreLowIrvine, CA2026-10-30
MassMutual Private Wealth & Trust, FSB
54$6.8K0.0%CoreLowSpringfield, MA2026-10-05
Pinnacle Wealth Planning Services, Inc.
51$6.4K0.0%GARPLowMansfield, OH2026-10-27
Nvest Wealth Strategies, Inc.
50$6.3K0.0%ETFVery LowPowell, OH2026-10-14
Entrust Financial LLC
46$5.8K0.0%ETFLowWayne, PA2026-11-04
Asset Dedication, LLC
44$5.6K0.0%ETFLowSan Francisco, CA2026-11-03
Farmers & Merchants Investments Inc
44$5.6K0.0%CoreVery LowLincoln, NE2026-10-22
Elevation Wealth Partners, LLC
41$5.2K0.0%ETFLowWalnut Creek, CA2026-10-07
JFS Wealth Advisors, LLC
41$5.2K0.0%ETFVery LowHermitage, PA2026-11-03
TD Private Client Wealth LLC
39$4.9K0.0%ETFLowNew York, NY2026-10-28
Marquette Asset Management, LLC
35$4.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Cedar Mountain Advisors, LLC
33$4.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
North Star Investment Management Corp.
30$3.8K0.0%CoreLowChicago, IL2026-10-27
Washington Trust Advisors, Inc.
28$3.6K0.0%GrowthLowWellesley, MA2026-10-22
PFS Partners, LLC
27$3.4K0.0%ETFVery LowMine Hill, NJ2026-10-21
Financial Network Wealth Advisors LLC
24$3.0K0.0%ETFLowMurray, UT2026-10-28
Silver Grove Financial Group, Inc.
23$2.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Heritage Family Offices, LLP
22$2.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Cape Investment Advisory, Inc.
20$2.5K0.0%ETFLowMcdonough, GA2026-10-13
High Note Wealth, LLC
19$2.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Private Wealth Management Group, LLC
19$2.4K0.0%ETFLowPrinceton, NJ2026-10-19
UMB Private Wealth Management, LLC
18$2.3K0.0%GrowthN/AKansas City, MO2026-10-19
Cromwell Holdings LLC
16$2.0K0.0%IndexLowJackson, WY2026-10-28
Retirement Wealth Solutions LLC
13$1.7K0.0%ETFLowMarshfield, WI2026-10-07
Bare Financial Services, Inc
12$1.5K0.0%ETFVery LowGap, PA2026-11-04
Manchester Capital Management LLC
12$1.5K0.0%CoreLowManchester, VT2026-10-22
Fairway Wealth LLC
11$1.4K0.0%ETFLowIndependence, OH2026-10-30
Investors Research Corp
11$1.4K0.0%ETFLowAtlanta, GA2026-10-07
DiNuzzo Private Wealth, Inc.
10$1.3K0.0%ETFLowBeaver, PA2026-10-16
Toth Financial Advisory Corp
10$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Montag A & Associates Inc
10$1.2K0.0%CoreLowAtlanta, GA2026-10-29
Smallwood Wealth Investment Management, LLC
9$1.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Valley National Advisers Inc
9$1.1K0.0%ETFLowBethlehem, PA2026-10-23
CX Institutional
8$10.0%CoreMediumAuburn, IN2026-10-02
Planning Strategies Inc.
7$8840.0%ETFN/ALancaster, PA2026-10-02
Creative Financial Designs Inc
5$6320.0%ETFMediumKokomo, IN2026-11-04
Ascentis Wealth Management, LLC
5$6310.0%Agg GrowthLowDallas, TX2026-11-03
Bay Harbor Wealth Management, LLC
4$5050.0%ETFMediumHunt Valley, MD2026-11-03
Proathlete Wealth Management LLC
3$3790.0%ETFVery LowBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
2$2570.0%ETFVery LowMesa, AZ2026-10-27
Financial Management Professionals, Inc.
2$2530.0%ETFMediumAustin, TX2026-10-23
TFC Financial Management, Inc.
1$1270.0%ETFVery LowBoston, MA2026-10-26
James T. Borello RIA
1$1260.0%ETFVery LowEast Dundee, IL2026-10-16
MV Capital Management, Inc.
1$1270.0%ETFLowBethesda, MD2026-10-29
Hughes Financial Services, LLC
1$1390.0%ETFLowHerndon, VA2026-10-30
Signature Equity Partners, LLC
1$1260.0%GrowthMediumColumbus, OH2026-10-29
Maryland Capital Advisors Inc.
1$1270.0%ETFVery LowChester, MD2026-10-15