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KB Financial Group Inc (KBIA)

CUSIP: 48241A105 | GR | 894 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,399,927
0.1% of portfolio›$295.6M
Todd Asset Management LLC474,403
1.1% of portfolio›$58.4M
Creative Planning315,741
0.0% of portfolio›$38.9M
Trinity Street Asset Management LLP144,483
1.0% of portfolio›$17.8M
Ethic Inc.108,727
0.2% of portfolio›$13.4M
Gilman Hill Asset Management, LLC62,984
1.1% of portfolio›$7.8M
Citigroup Inc57,867
0.0% of portfolio›$7.1M
Vise Technologies, Inc.54,852
0.1% of portfolio›$6.8M
Gradient Investments LLC51,836
0.1% of portfolio›$6.4M
Quadrant Capital Group LLC47,127
0.2% of portfolio›$5.7M
Calamos Wealth Management LLC46,762
0.2% of portfolio›$5.8M
Henry James International Management Inc.43,297
1.6% of portfolio›$5.3M
US Bancorp \de\43,097
0.0% of portfolio›$5.3M
Artemis Investment Management LLP36,202
0.0% of portfolio›$4.5M
Sava Infond d.o.o.32,000
0.2% of portfolio›$3.9M
Signaturefd, LLC30,124
0.0% of portfolio›$3.7M
Frank, Rimerman Advisors LLC26,250
0.2% of portfolio›$3.2M
NLB Skladi, upravljanje premozenja, d.o.o.23,615
0.1% of portfolio›$2.9M
Bank Julius Baer & Co. Ltd, Zurich22,150
0.0% of portfolio›$2.8M
Generali Investments CEE, investicni spolecnost, a.s.22,034
0.1% of portfolio›$2.3M
Crossmark Global Holdings, Inc.21,827
0.0% of portfolio›$2.7M
Park Avenue Securities LLC20,437
0.0% of portfolio›$2.5K
Abacus Wealth Partners, LLC19,774
0.3% of portfolio›$2.4M
Bank of New York Mellon Corp18,021
0.0% of portfolio›$2.2M
Atria Investments, Inc16,281
0.0% of portfolio›$2.0M
Aubrey Capital Management Ltd16,000
1.7% of portfolio›$2.0M
Greenleaf Trust15,917
0.0% of portfolio›$2.0M
Deltec Asset Management LLC15,658
0.3% of portfolio›$1.9M
Parallel Advisors, LLC15,615
0.0% of portfolio›$1.9M
Solstein Capital, LLC14,987
0.6% of portfolio›$1.8M
Compound Planning, Inc.14,547
0.0% of portfolio›$1.8M
TT International Asset Management LTD13,609
0.2% of portfolio›$1.7M
Legacy Wealth Asset Management, LLC11,454
0.3% of portfolio›$1.4M
Hennion & Walsh Asset Management, Inc.10,942
0.0% of portfolio›$1.3M
PDS Planning, Inc10,692
0.1% of portfolio›$1.3M
Vontobel Holding Ltd.10,480
0.0% of portfolio›$1.3M
Aprio Wealth Management, LLC10,270
0.1% of portfolio›$1.3M
Aaron Wealth Advisors LLC10,154
0.1% of portfolio›$1.2M
E. Ohman J:or Asset Management AB9,690
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC8,738
0.0% of portfolio›$1.1M
CIBC Asset Management Inc8,699
0.0% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,645
0.0% of portfolio›$1.1M
Truist Financial Corp8,547
0.0% of portfolio›$1.1M
Highland Capital Management, LLC8,375
0.0% of portfolio›$1.0M
Tred Avon Family Wealth, LLC7,970
0.3% of portfolio›$981.1K
Fifth Third Bancorp7,908
0.0% of portfolio›$973.5K
Pzena Investment Management LLC7,640
0.0% of portfolio›$940.5K
Canopy Partners, LLC6,846
0.2% of portfolio›$842.7K
Allspring Global Investments Holdings, LLC6,755
0.0% of portfolio›$824.7K
Profund Advisors LLC6,738
0.0% of portfolio›$829.4K
Xponance LLC6,635
0.0% of portfolio›$816.8K
HB Wealth Management, LLC6,552
0.0% of portfolio›$806.5K
Victory Financial Group, LLC6,203
0.1% of portfolio›$763.6K
Summit Global Investments5,854
0.0% of portfolio›$721
Gamma Investing LLC5,846
0.0% of portfolio›$719.6K
Evergreen Capital Management LLC5,496
0.0% of portfolio›$676.6K
Kathmere Capital Management, LLC5,154
0.0% of portfolio›$634.5K
Crestwood Advisors Group, LLC5,087
0.0% of portfolio›$626.2K
Plato Investment Management Ltd4,990
0.0% of portfolio›$616.7K
Confluence Investment Management LLC4,977
0.0% of portfolio›$612.6K
EverSource Wealth Advisors, LLC4,882
0.0% of portfolio›$601.1K
B. Metzler seel. Sohn & Co. AG4,617
0.0% of portfolio›$568.4K
DekaBank Deutsche Girozentrale4,617
0.0% of portfolio›$570
Candriam S.C.A.4,603
0.0% of portfolio›$568.7K
Farther Finance Advisors, LLC4,572
0.0% of portfolio›$562.8K
Foster Group, Inc.4,452
0.0% of portfolio›$548.0K
MW Advisory, LLC4,236
0.2% of portfolio›$521.5K
Greenspring Advisors, LLC4,006
0.0% of portfolio›$493.1K
Perigon Wealth Management, LLC3,938
0.0% of portfolio›$484.8K
Tuttle Capital Management, LLC3,826
0.2% of portfolio›$474.0K
Assetmark, Inc3,825
0.0% of portfolio›$470.9K
Blue Trust, Inc.3,734
0.0% of portfolio›$459.7K
Elevation Point Wealth Partners, LLC3,380
0.0% of portfolio›$416.0K
D'Orazio & Associates, Inc.3,364
0.0% of portfolio›$414.1K
InTrack Investment Management Inc3,195
0.2% of portfolio›$393.3K
Pinnacle Wealth Planning Services, Inc.3,186
0.0% of portfolio›$392.2K
Rose Capital Advisors LLC3,185
0.1% of portfolio›$392.1K
HUB Investment Partners, LLC3,040
0.0% of portfolio›$374.2K
GK Wealth Management LLC2,928
0.2% of portfolio›$360.4K
Ascent Group, LLC2,832
0.0% of portfolio›$348.6K
55 North Private Wealth, LLC2,784
0.1% of portfolio›$342.7K
Cambridge Investment Research Advisors, Inc.2,699
0.0% of portfolio›$332
Concurrent Investment Advisors, LLC2,696
0.0% of portfolio›$331.9K
Prime Capital Investment Advisors, LLC2,683
0.0% of portfolio›$330.3K
Verdence Capital Advisors LLC2,628
0.0% of portfolio›$323.5K
Resonant Capital Advisors, LLC2,503
0.0% of portfolio›$308.1K
Thrivent Financial for Lutherans2,403
0.0% of portfolio›$294
Angeles Wealth Management, LLC2,402
0.0% of portfolio›$295.7K
Enterprise Financial Services Corp2,305
0.1% of portfolio›$283.7K
Dynamic Advisor Solutions LLC2,289
0.0% of portfolio›$281.8K
First Affirmative Financial Network2,261
0.1% of portfolio›$278.3K
Valeo Financial Advisors, LLC2,236
0.0% of portfolio›$275.2K
Csenge Advisory Group2,182
0.0% of portfolio›$268.6K
Quadrant Private Wealth Management, LLC2,165
0.0% of portfolio›$266.5K
Pekin Hardy Strauss, Inc.2,150
0.0% of portfolio›$264.7K
Athena Wealth Management, LLC2,091
0.2% of portfolio›$257.3K
Americana Partners, LLC2,069
0.0% of portfolio›$254.7K
Walkner Condon Financial Advisors LLC1,930
0.0% of portfolio›$237.6K
Apollon Wealth Management, LLC1,903
0.0% of portfolio›$234.3K
Commonwealth Equity Services, LLC1,878
0.0% of portfolio›$231.1K
Knights of Columbus Asset Advisors LLC1,859
0.0% of portfolio›$228.8K
Old National Bancorp1,848
0.0% of portfolio›$227.5K
Choreo, LLC1,834
0.0% of portfolio›$225.8K
Syverson Strege & Co1,789
0.0% of portfolio›$220.2K
Lido Advisors, LLC1,744
0.0% of portfolio›$214.7K
Oppenheimer Asset Management Inc.1,742
0.0% of portfolio›$214.4K
KCM Investment Advisors LLC1,717
0.0% of portfolio›$211.4K
Leo Wealth, LLC1,684
0.0% of portfolio›$207.3K
TD Waterhouse Canada Inc.1,228
0.0% of portfolio›$149.3K
Inspire Investing, LLC981
0.0% of portfolio›$120.8K
Westside Investment Management, Inc.770
0.0% of portfolio›$95.4K
TD Private Client Wealth LLC743
0.0% of portfolio›$91.5K
Caitong International Asset Management Co., Ltd739
0.0% of portfolio›$91.0K
Richardson Financial Services Inc.727
0.1% of portfolio›$89.5K
Nisa Investment Advisors, LLC657
0.0% of portfolio›$80.9K
Mather Group, Llc.590
0.0% of portfolio›$72.6K
Bell Investment Advisors, Inc567
0.0% of portfolio›$69.8K
Private Trust Co NA539
0.0% of portfolio›$66.4K
JFS Wealth Advisors, LLC508
0.0% of portfolio›$62.5K
Triumph Capital Management454
0.0% of portfolio›$55.9K
Cullen T Bankers, Inc.418
0.0% of portfolio›$51.5K
Financial Consulate, Inc364
0.0% of portfolio›$44.8K
First Horizon Corp333
0.0% of portfolio›$41.0K
V-Square Quantitative Management LLC325
0.0% of portfolio›$40.0K
Eastern Bank324
0.0% of portfolio›$39.9K
Larson Financial Group LLC318
0.0% of portfolio›$39.1K
Albion Financial Group304
0.0% of portfolio›$37.4K
Clean Yield Group263
0.0% of portfolio›$32.4K
Rossby Financial, LCC238
0.0% of portfolio›$29.3K
Physician Wealth Advisors, Inc.196
0.0% of portfolio›$24.1K
Parkside Financial Bank & Trust183
0.0% of portfolio›$22.5K
Elevation Wealth Partners, LLC171
0.0% of portfolio›$21.1K
Ascentis Wealth Management, LLC170
0.0% of portfolio›$20.9K
Silver Grove Financial Group, Inc.169
0.0% of portfolio›$20.8K
Bare Financial Services, Inc148
0.0% of portfolio›$18.2K
Highline Wealth Partners LLC135
0.0% of portfolio›$16.6K
True Wealth Design, LLC131
0.0% of portfolio›$16.1K
North Star Investment Management Corp.122
0.0% of portfolio›$15.0K
Acumen Wealth Advisors, LLC110
0.0% of portfolio›$13.5K
Financial Management Professionals, Inc.102
0.0% of portfolio›$12.6K
IFP Advisors, Inc78
0.0% of portfolio›$9.6K
Signature Equity Partners, LLC74
0.0% of portfolio›$9.2K
Pinnacle Bancorp, Inc.72
0.0% of portfolio›$8.9K
Spire Wealth Management59
0.0% of portfolio›$7.3K
Elyxium Wealth, LLC55
0.0% of portfolio›$6.8K
Versant Capital Management, Inc52
0.0% of portfolio›$6.4K
Lanark Financial, Inc.50
0.0% of portfolio›$6.2K
Root Financial Partners, LLC39
0.0% of portfolio›$4.8K
Cape Investment Advisory, Inc.33
0.0% of portfolio›$4.1K
Ares Financial Consulting, LLC30
0.0% of portfolio›$3.7K
Brown, Lisle Ings, Inc.30
0.0% of portfolio›$3.7K
Provenance Wealth Advisors, LLC26
0.0% of portfolio›$3.2K
Asset Dedication, LLC20
0.0% of portfolio›$2.5K
Proathlete Wealth Management LLC17
0.0% of portfolio›$2.1K
Meriwether Wealth & Planning, LLC15
0.0% of portfolio›$1.8K
Noble Wealth Management PBC14
0.0% of portfolio›$1.7K
Central Trust Co7
0.0% of portfolio›$862
Abound Wealth Management6
0.0% of portfolio›$739
Trust Co5
0.0% of portfolio›$616
SBI Securities Co., Ltd.1
0.0% of portfolio›$123
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,399,927$295.6M0.1%IndexLowAustin, TX2026-11-04
Todd Asset Management LLC
474,403$58.4M1.1%ValueMediumLouisville, KY2026-10-27
Creative Planning
315,741$38.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Trinity Street Asset Management LLP
144,483$17.8M1.0%Deep ValueLowLondon, United Kingdom2026-10-16
Ethic Inc.
108,727$13.4M0.2%CoreLowNew York, NY2026-11-03
Gilman Hill Asset Management, LLC
62,984$7.8M1.1%YieldMediumNew Canaan, CT2026-10-13
Citigroup Inc
57,867$7.1M0.0%CoreMediumNew York, NY2026-11-04
Vise Technologies, Inc.
54,852$6.8M0.1%IndexLowNew York, NY2026-10-29
Gradient Investments LLC
51,836$6.4M0.1%CoreMediumArden Hills, MN2026-10-08
Quadrant Capital Group LLC
47,127$5.7M0.2%CoreLowCincinnati, OH2026-10-20
Calamos Wealth Management LLC
46,762$5.8M0.2%GrowthMediumNaperville, IL2026-11-02
Henry James International Management Inc.
43,297$5.3M1.6%GARPLowNew York, NY2026-10-14
US Bancorp \de\
43,097$5.3M0.0%IndexLowMinneapolis, MN2026-11-05
Artemis Investment Management LLP
36,202$4.5M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
Sava Infond d.o.o.
32,000$3.9M0.2%Agg GrowthLowMaribor, Andorra2026-10-28
Signaturefd, LLC
30,124$3.7M0.0%IndexLowAtlanta, GA2026-10-23
Frank, Rimerman Advisors LLC
26,250$3.2M0.2%GrowthLowPalo Alto, CA2026-10-16
NLB Skladi, upravljanje premozenja, d.o.o.
23,615$2.9M0.1%GrowthLowLjubljana, Andorra2026-10-22
Bank Julius Baer & Co. Ltd, Zurich
22,150$2.8M0.0%GrowthMediumZurich, Switzerland2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
22,034$2.3M0.1%CoreLowPrague, Bahrain2026-10-15
Crossmark Global Holdings, Inc.
21,827$2.7M0.0%GARPMediumHouston, TX2026-10-21
Park Avenue Securities LLC
20,437$2.5K0.0%ETFMediumNew York, NY2026-10-26
Abacus Wealth Partners, LLC
19,774$2.4M0.3%ETFLowSanta Monica, CA2026-11-03
Bank of New York Mellon Corp
18,021$2.2M0.0%CoreLowNew York, NY2026-11-05
Atria Investments, Inc
16,281$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Aubrey Capital Management Ltd
16,000$2.0M1.7%MomentumHighEdinburgh, United Kingdom2026-10-19
Greenleaf Trust
15,917$2.0M0.0%CoreLowKalamazoo, MI2026-10-29
Deltec Asset Management LLC
15,658$1.9M0.3%CoreMediumNew York, NY2026-10-26
Parallel Advisors, LLC
15,615$1.9M0.0%IndexLowSan Francisco, CA2026-11-03
Solstein Capital, LLC
14,987$1.8M0.6%CoreLowMenlo Park, CA2026-11-02
Compound Planning, Inc.
14,547$1.8M0.0%CoreLowNew York, NY2026-11-05
TT International Asset Management LTD
13,609$1.7M0.2%GARPVery HighLondon, United Kingdom2026-10-30
Legacy Wealth Asset Management, LLC
11,454$1.4M0.3%GARPMediumWoodbury, MN2026-10-09
Hennion & Walsh Asset Management, Inc.
10,942$1.3M0.0%ValueMediumParsippany, NJ2026-10-13
PDS Planning, Inc
10,692$1.3M0.1%IndexVery LowDublin, OH2026-11-03
Vontobel Holding Ltd.
10,480$1.3M0.0%CoreMediumZurich, Switzerland2026-10-16
Aprio Wealth Management, LLC
10,270$1.3M0.1%ETFMediumAtlanta, GA2026-10-28
Aaron Wealth Advisors LLC
10,154$1.2M0.1%GrowthMediumChicago, IL2026-10-13
E. Ohman J:or Asset Management AB
9,690$1.2M0.0%GrowthMediumStockholm, Sweden2026-10-22
Wealth Enhancement Advisory Services, LLC
8,738$1.1M0.0%CoreLowPlymouth, MN2026-10-13
CIBC Asset Management Inc
8,699$1.1M0.0%GARPLowToronto, South Africa2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
8,645$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Truist Financial Corp
8,547$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Highland Capital Management, LLC
8,375$1.0M0.0%GrowthMediumMemphis, TN2026-10-26
Tred Avon Family Wealth, LLC
7,970$981.1K0.3%CoreLowEaston, MD2026-10-20
Fifth Third Bancorp
7,908$973.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Pzena Investment Management LLC
7,640$940.5K0.0%Deep ValueMediumNew York, NY2026-10-30
Canopy Partners, LLC
6,846$842.7K0.2%GrowthLowCincinnati, OH2026-10-28
Allspring Global Investments Holdings, LLC
6,755$824.7K0.0%CoreMediumCharlotte, NC2026-11-04
Profund Advisors LLC
6,738$829.4K0.0%GrowthLowBethesda, MD2026-10-29
Xponance LLC
6,635$816.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
HB Wealth Management, LLC
6,552$806.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Victory Financial Group, LLC
6,203$763.6K0.1%ETFLowAustin, TX2026-10-27
Summit Global Investments
5,854$7210.0%CoreMediumBountiful, UT2026-10-28
Gamma Investing LLC
5,846$719.6K0.0%IndexVery LowFoster City, CA2026-10-08
Evergreen Capital Management LLC
5,496$676.6K0.0%GARPMediumBellevue, WA2026-10-23
Kathmere Capital Management, LLC
5,154$634.5K0.0%ETFLowWayne, PA2026-10-20
Crestwood Advisors Group, LLC
5,087$626.2K0.0%GrowthLowBoston, MA2026-10-27
Plato Investment Management Ltd
4,990$616.7K0.0%CoreLowSydney, China2026-11-05
Confluence Investment Management LLC
4,977$612.6K0.0%ValueMediumSt. Louis, MO2026-10-01
EverSource Wealth Advisors, LLC
4,882$601.1K0.0%CoreMediumBirmingham, AL2026-11-04
B. Metzler seel. Sohn & Co. AG
4,617$568.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
DekaBank Deutsche Girozentrale
4,617$5700.0%CoreLowFrankfurt, Hong Kong2026-10-27
Candriam S.C.A.
4,603$568.7K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Farther Finance Advisors, LLC
4,572$562.8K0.0%IndexLowSan Francisco, CA2026-10-08
Foster Group, Inc.
4,452$548.0K0.0%ETFVery LowUrbandale, IA2026-10-13
MW Advisory, LLC
4,236$521.5K0.2%CoreN/AAtlanta, GA2026-10-19
Greenspring Advisors, LLC
4,006$493.1K0.0%ETFVery LowTowson, MD2026-11-05
Perigon Wealth Management, LLC
3,938$484.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Tuttle Capital Management, LLC
3,826$474.0K0.2%GrowthHighRiverside, CT2026-10-21
Assetmark, Inc
3,825$470.9K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
3,734$459.7K0.0%ETFLowBrentwood, TN2026-10-15
Elevation Point Wealth Partners, LLC
3,380$416.0K0.0%CoreHighDenver, CO2026-11-05
D'Orazio & Associates, Inc.
3,364$414.1K0.0%ETFLowVienna, VA2026-11-04
InTrack Investment Management Inc
3,195$393.3K0.2%GrowthMediumSouth Burlington, VT2026-10-15
Pinnacle Wealth Planning Services, Inc.
3,186$392.2K0.0%GARPLowMansfield, OH2026-10-27
Rose Capital Advisors LLC
3,185$392.1K0.1%ETFN/AMiami Beach, FL2026-11-04
HUB Investment Partners, LLC
3,040$374.2K0.0%GrowthLowAustin, TX2026-11-03
GK Wealth Management LLC
2,928$360.4K0.2%GARPVery HighReno, NV2026-10-09
Ascent Group, LLC
2,832$348.6K0.0%CoreLowVirginia Beach, VA2026-10-30
55 North Private Wealth, LLC
2,784$342.7K0.1%ETFLowWinter Park, FL2026-10-20
Cambridge Investment Research Advisors, Inc.
2,699$3320.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
2,696$331.9K0.0%GrowthMediumTampa, FL2026-10-16
Prime Capital Investment Advisors, LLC
2,683$330.3K0.0%ETFLowOverland Park, KS2026-10-20
Verdence Capital Advisors LLC
2,628$323.5K0.0%CoreMediumHunt Valley, MD2026-10-26
Resonant Capital Advisors, LLC
2,503$308.1K0.0%ETFLowMadison, WI2026-10-15
Thrivent Financial for Lutherans
2,403$2940.0%GARPMediumMinneapolis, MN2026-11-05
Angeles Wealth Management, LLC
2,402$295.7K0.0%ETFLowSanta Monica, CA2026-10-26
Enterprise Financial Services Corp
2,305$283.7K0.1%CoreVery LowClayton, MO2026-11-03
Dynamic Advisor Solutions LLC
2,289$281.8K0.0%ETFLowPhoenix, AZ2026-10-13
First Affirmative Financial Network
2,261$278.3K0.1%CoreN/AColorado Springs, CO2026-10-21
Valeo Financial Advisors, LLC
2,236$275.2K0.0%ETFLowCarmel, IN2026-10-08
Csenge Advisory Group
2,182$268.6K0.0%ETFMediumClearwater, FL2026-11-04
Quadrant Private Wealth Management, LLC
2,165$266.5K0.0%GrowthLowCenter Valley, PA2026-11-04
Pekin Hardy Strauss, Inc.
2,150$264.7K0.0%ValueMediumChicago, IL2026-11-02
Athena Wealth Management, LLC
2,091$257.3K0.2%GARPMediumReno, NV2026-10-09
Americana Partners, LLC
2,069$254.7K0.0%CoreMediumHouston, TX2026-10-28
Walkner Condon Financial Advisors LLC
1,930$237.6K0.0%ETFLowVerona, WI2026-11-02
Apollon Wealth Management, LLC
1,903$234.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
1,878$231.1K0.0%ETFLowWaltham, MA2026-11-02
Knights of Columbus Asset Advisors LLC
1,859$228.8K0.0%CoreMediumNew Haven, CT2026-11-05
Old National Bancorp
1,848$227.5K0.0%CoreLowEvansville, IN2026-10-20
Choreo, LLC
1,834$225.8K0.0%IndexLowRockford, IL2026-10-28
Syverson Strege & Co
1,789$220.2K0.0%ETFVery LowWest Des Moines, IA2026-11-02
Lido Advisors, LLC
1,744$214.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Oppenheimer Asset Management Inc.
1,742$214.4K0.0%CoreMediumNew York, NY2026-10-27
KCM Investment Advisors LLC
1,717$211.4K0.0%CoreVery LowGreenbrae, CA2026-10-27
Leo Wealth, LLC
1,684$207.3K0.0%CoreLowHurst, TX2026-10-26
TD Waterhouse Canada Inc.
1,228$149.3K0.0%CoreLowToronto, Australia2026-10-16
Inspire Investing, LLC
981$120.8K0.0%GARPHighMeridian, ID2026-10-22
Westside Investment Management, Inc.
770$95.4K0.0%GrowthLowSanta Monica, CA2026-11-02
TD Private Client Wealth LLC
743$91.5K0.0%ETFLowNew York, NY2026-10-28
Caitong International Asset Management Co., Ltd
739$91.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Richardson Financial Services Inc.
727$89.5K0.1%GrowthMediumMedway, MA2026-10-30
Nisa Investment Advisors, LLC
657$80.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mather Group, Llc.
590$72.6K0.0%ETFMediumChicago, IL2026-10-14
Bell Investment Advisors, Inc
567$69.8K0.0%ETFVery LowOrinda, CA2026-10-29
Private Trust Co NA
539$66.4K0.0%CoreLowCleveland, OH2026-10-20
JFS Wealth Advisors, LLC
508$62.5K0.0%ETFVery LowHermitage, PA2026-11-03
Triumph Capital Management
454$55.9K0.0%ETFMediumDenver, CO2026-10-14
Cullen T Bankers, Inc.
418$51.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Financial Consulate, Inc
364$44.8K0.0%ETFLowHunt Valley, MD2026-10-23
First Horizon Corp
333$41.0K0.0%CoreLowMemphis, TN2026-10-26
V-Square Quantitative Management LLC
325$40.0K0.0%CoreLowChicago, IL2026-10-15
Eastern Bank
324$39.9K0.0%GrowthMediumBoston, MA2026-10-05
Larson Financial Group LLC
318$39.1K0.0%GrowthLowSt Louis, MO2026-11-05
Albion Financial Group
304$37.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Clean Yield Group
263$32.4K0.0%CoreLowNorwich, VT2026-10-28
Rossby Financial, LCC
238$29.3K0.0%ETFMediumMelbourne, FL2026-11-05
Physician Wealth Advisors, Inc.
196$24.1K0.0%ETFMediumMidvale, UT2026-10-20
Parkside Financial Bank & Trust
183$22.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elevation Wealth Partners, LLC
171$21.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Ascentis Wealth Management, LLC
170$20.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
169$20.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
148$18.2K0.0%ETFVery LowGap, PA2026-11-04
Highline Wealth Partners LLC
135$16.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
True Wealth Design, LLC
131$16.1K0.0%ETFMediumAkron, OH2026-10-13
North Star Investment Management Corp.
122$15.0K0.0%CoreLowChicago, IL2026-10-27
Acumen Wealth Advisors, LLC
110$13.5K0.0%GrowthHighChattanooga, TN2026-11-05
Financial Management Professionals, Inc.
102$12.6K0.0%ETFMediumAustin, TX2026-10-23
IFP Advisors, Inc
78$9.6K0.0%GrowthLowTampa, FL2026-10-16
Signature Equity Partners, LLC
74$9.2K0.0%GrowthMediumColumbus, OH2026-10-29
Pinnacle Bancorp, Inc.
72$8.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Spire Wealth Management
59$7.3K0.0%GrowthMediumMclean, VA2026-10-30
Elyxium Wealth, LLC
55$6.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Versant Capital Management, Inc
52$6.4K0.0%GARPLowPhoenix, AZ2026-10-02
Lanark Financial, Inc.
50$6.2K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
39$4.8K0.0%ETFMediumEncinitas, CA2026-10-21
Cape Investment Advisory, Inc.
33$4.1K0.0%ETFLowMcdonough, GA2026-10-13
Ares Financial Consulting, LLC
30$3.7K0.0%CoreLowCalabasas, CA2026-10-19
Brown, Lisle Ings, Inc.
30$3.7K0.0%CoreVery LowProvidence, RI2026-10-16
Provenance Wealth Advisors, LLC
26$3.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Asset Dedication, LLC
20$2.5K0.0%ETFLowSan Francisco, CA2026-11-03
Proathlete Wealth Management LLC
17$2.1K0.0%ETFVery LowBoca Raton, FL2026-10-15
Meriwether Wealth & Planning, LLC
15$1.8K0.0%ETFMediumMinden, LA2026-10-13
Noble Wealth Management PBC
14$1.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
Central Trust Co
7$8620.0%CoreLowJefferson City, MO2026-11-05
Abound Wealth Management
6$7390.0%ETFVery LowFranklin, TN2026-10-26
Trust Co
5$6160.0%ETFVery LowManhattan, KS2026-10-09
SBI Securities Co., Ltd.
1$1230.0%Agg GrowthLowTokyo, Mexico2026-10-22