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LPL Financial Holdings Inc (LPLA)

CUSIP: 50212V100 | NYSE | Financial Services · Capital Markets | Large Cap | 2051 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
13GHenderson Group PLC4,198,3565.3%New 5%+ stakeJun 30, 20263,666,780 sh (Mar 31, 2026)
13GHenderson Group PLC4,198,356
5.3% of class · Jun 30, 2026New 5%+ stake
3,666,780 sh (Mar 31, 2026)

Institutional Holders — Q3 2026

Principal Financial Group Inc2,241,624
0.4% of portfolio›$685.5M
Dimensional Fund Advisors LP802,923
0.0% of portfolio›$245.5M
Markel Group Inc.566,132
1.3% of portfolio›$173.1M
Bank of New York Mellon Corp368,067
0.0% of portfolio›$112.6M
Fort Washington Investment Advisors Inc349,606
0.5% of portfolio›$106.9M
Coronation Fund Managers Ltd.206,509
2.4% of portfolio›$63.2M
Sumitomo Mitsui Trust Group, Inc.161,482
0.0% of portfolio›$49.4M
Perpetual Ltd113,892
0.5% of portfolio›$34.8M
Mitsubishi UFJ Asset Management Co., Ltd.99,546
0.0% of portfolio›$30.4M
Capricorn Fund Managers Ltd87,551
2.5% of portfolio›$26.8M
Citigroup Inc75,535
0.0% of portfolio›$23.1M
AGF Management LTD75,045
0.1% of portfolio›$22.9M
Family Wealth Partners, LLC61,247
5.7% of portfolio›$18.7M
Foyston, Gordon & Payne Inc48,920
3.0% of portfolio›$15.0M
B. Metzler seel. Sohn & Co. AG48,087
0.1% of portfolio›$14.7M
Foster Victor Wealth Advisors, LLC46,192
0.7% of portfolio›$14.6M
Pictet Asset Management Holding SA41,378
0.0% of portfolio›$12.7M
LRZ Capital LLC39,710
3.8% of portfolio›$12.1M
Asset Management One Co., Ltd.30,498
0.0% of portfolio›$9.3M
Truist Financial Corp29,516
0.0% of portfolio›$9.0M
KWB Wealth28,889
0.8% of portfolio›$8.8M
Tran Capital Management, L.P.28,062
1.0% of portfolio›$8.6M
Swedbank AB26,912
0.0% of portfolio›$8.2M
State of New Jersey Common Pension Fund D25,900
0.0% of portfolio›$7.9M
Iridian Asset Management LLC23,436
2.6% of portfolio›$7.2M
Mn Services Vermogensbeheer B.V.23,042
0.0% of portfolio›$7.0K
Arizona State Retirement System21,845
0.0% of portfolio›$6.7M
Fjarde Ap-Fonden TH Swedish National Pension Fund21,504
0.0% of portfolio›$6.6M
Daiwa Securities Group Inc.21,264
0.0% of portfolio›$6.5M
Creative Planning21,026
0.0% of portfolio›$6.4M
IFM Investors Pty Ltd20,408
0.0% of portfolio›$6.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management19,909
0.1% of portfolio›$6.1M
Winthrop Advisory Group LLC19,508
0.4% of portfolio›$6.0M
Swiss Life Asset Management Ltd18,177
0.0% of portfolio›$5.6M
SEB Asset Management AB18,065
0.0% of portfolio›$5.5M
US Bancorp \de\17,300
0.0% of portfolio›$5.3M
Kerusso Capital Management LLC15,381
1.5% of portfolio›$4.7M
Reinhart Partners, Llc.15,283
0.1% of portfolio›$4.7M
Argent Capital Management LLC15,246
0.1% of portfolio›$4.7M
DekaBank Deutsche Girozentrale15,128
0.0% of portfolio›$4.7K
United Asset Strategies, Inc.14,943
0.3% of portfolio›$4.6M
Simplicity Wealth,LLC14,191
0.1% of portfolio›$4.3M
Xponance LLC13,802
0.0% of portfolio›$4.2M
MacKenzie Financial Corp13,759
0.0% of portfolio›$4.2M
Munich Reinsurance Co Stock Corp in Munich13,485
0.1% of portfolio›$4.1M
KBC Group NV13,451
0.0% of portfolio›$4.1K
Sumitomo Mitsui DS Asset Management Company, Ltd12,965
0.0% of portfolio›$4.0M
Atria Investments, Inc12,636
0.0% of portfolio›$3.9M
PensionDanmark Pensionsforsikringsaktieselskab12,320
0.0% of portfolio›$3.8M
OP Asset Management Ltd12,293
0.0% of portfolio›$3.8M
Mirae Asset Global Investments Co., Ltd.11,906
0.0% of portfolio›$3.6M
Gateway Investment Advisers LLC11,890
0.0% of portfolio›$3.6M
Financiere des Professionnels - Fonds d'investissement inc.11,852
0.2% of portfolio›$3.6M
Assenagon Asset Management S.A.11,661
0.0% of portfolio›$3.6M
King Luther Capital Management Corp11,638
0.0% of portfolio›$3.6M
Segment Wealth Management, LLC11,528
0.2% of portfolio›$3.5M
Oliver Luxxe Assets LLC11,083
0.5% of portfolio›$3.4M
Fifth Third Bancorp11,032
0.0% of portfolio›$3.4M
Donoghue Forlines LLC10,140
0.8% of portfolio›$3.1M
CIBC Asset Management Inc9,880
0.0% of portfolio›$3.0M
Gradient Investments LLC9,829
0.0% of portfolio›$3.0M
Cornerstone Wealth Management, LLC9,681
0.1% of portfolio›$3.0M
Commonwealth Equity Services, LLC9,408
0.0% of portfolio›$2.9M
Candriam S.C.A.9,210
0.0% of portfolio›$2.8M
Bell Asset Management Ltd9,116
1.0% of portfolio›$2.8M
Levin Capital Strategies, L.P.8,839
0.2% of portfolio›$2.7M
Greenleaf Trust8,828
0.0% of portfolio›$2.7M
Nisa Investment Advisors, LLC8,808
0.0% of portfolio›$2.7M
Wealth Enhancement Advisory Services, LLC8,787
0.0% of portfolio›$2.9M
Flynn Zito Capital Management, LLC8,610
0.7% of portfolio›$2.6M
Avanza Fonder AB8,043
0.0% of portfolio›$2.5M
HB Wealth Management, LLC7,866
0.0% of portfolio›$2.4M
Elevation Point Wealth Partners, LLC7,116
0.0% of portfolio›$2.2M
Caldwell Trust Co7,102
0.2% of portfolio›$2.2M
WealthPoint Financial, LLC6,953
1.5% of portfolio›$2.1M
Gerber Kawasaki Wealth & Investment Management6,856
0.1% of portfolio›$2.1M
Bank Julius Baer & Co. Ltd, Zurich6,844
0.0% of portfolio›$2.1M
Robeco Institutional Asset Management B.V.6,553
0.0% of portfolio›$2.0M
Peak Financial Advisors LLC6,501
0.9% of portfolio›$2.0M
ABN Amro Investment Solutions6,420
0.0% of portfolio›$2.0M
Gulf International Bank (UK) Ltd6,095
0.0% of portfolio›$1.9K
Mutual of America Capital Management LLC6,087
0.0% of portfolio›$1.9M
Sterling Capital Management LLC5,733
0.0% of portfolio›$1.8M
Ethic Inc.5,685
0.0% of portfolio›$1.7M
Sterling Group Wealth Management, LLC5,679
0.7% of portfolio›$1.7M
Eagle Rock Investment Company, LLC5,671
0.2% of portfolio›$1.7M
Oppenheimer Asset Management Inc.5,564
0.0% of portfolio›$1.7M
CGN Advisors LLC5,519
0.1% of portfolio›$1.7M
James Investment Research, Inc.5,473
0.2% of portfolio›$1.7M
Vise Technologies, Inc.5,212
0.0% of portfolio›$1.6M
TD Waterhouse Canada Inc.5,136
0.0% of portfolio›$1.6M
TD Private Client Wealth LLC4,987
0.0% of portfolio›$1.5M
Assetmark, Inc4,939
0.0% of portfolio›$1.5M
Maryland State Retirement & Pension System4,917
0.0% of portfolio›$1.5M
Shepherd Financial Partners LLC4,755
0.1% of portfolio›$1.5M
Fideuram Asset Management (Ireland) dac4,615
0.0% of portfolio›$1.5M
Amalgamated Bank4,587
0.0% of portfolio›$1.4K
Y-Intercept (Hong Kong) Ltd4,301
0.0% of portfolio›$1.3M
Fulton Bank, N.A.4,295
0.0% of portfolio›$1.3M
Buttonwood Financial Advisors Inc.3,864
0.4% of portfolio›$1.2M
Leelyn Smith, LLC3,764
0.1% of portfolio›$1.2M
Oak Thistle LLC3,746
0.1% of portfolio›$1.1M
Choreo, LLC3,735
0.0% of portfolio›$1.1M
Lido Advisors, LLC3,636
0.0% of portfolio›$1.1M
Tokio Marine Asset Management Co LTD3,555
0.0% of portfolio›$1.1M
BI Asset Management Fondsmaeglerselskab A/S3,462
0.0% of portfolio›$1.1K
Shelton Wealth Management, LLC3,299
0.4% of portfolio›$1.0M
Ag2r LA Mondiale Gestion D'actifs3,298
0.0% of portfolio›$1.0M
Kestra Advisory Services, LLC3,197
0.0% of portfolio›$977.6K
M Holdings Securities, Inc.3,062
0.0% of portfolio›$914
Prospera Financial Services Inc2,951
0.0% of portfolio›$837.2K
E. Ohman J:or Asset Management AB2,916
0.0% of portfolio›$891.7K
Yorktown Management & Research Co Inc2,850
0.6% of portfolio›$871.5K
ARQ Wealth Advisors, LLC2,815
0.1% of portfolio›$860.8K
TT International Asset Management LTD2,809
0.1% of portfolio›$859.0K
Ritholtz Wealth Management2,760
0.0% of portfolio›$843.9K
Tobam2,724
0.6% of portfolio›$833.0K
ProShare Advisors LLC2,703
0.0% of portfolio›$826.6K
UniSuper Management Pty Ltd2,632
0.0% of portfolio›$804.9K
Parallel Advisors, LLC2,631
0.0% of portfolio›$804.6K
Farther Finance Advisors, LLC2,625
0.0% of portfolio›$802.7K
Provenance Wealth Advisors, LLC2,597
0.0% of portfolio›$794.2K
Concurrent Investment Advisors, LLC2,592
0.0% of portfolio›$792.8K
Union Bancaire Privee, UBP SA2,551
0.0% of portfolio›$797.6K
Garrett Wealth Advisory Group, LLC2,508
0.1% of portfolio›$766.9K
Allspring Global Investments Holdings, LLC2,501
0.0% of portfolio›$780.5K
Cambridge Investment Research Advisors, Inc.2,497
0.0% of portfolio›$764
Valley Wealth Managers, Inc.2,465
0.0% of portfolio›$753.8K
North Dakota State Investment Board2,452
0.0% of portfolio›$749.8K
Root Financial Partners, LLC2,373
0.0% of portfolio›$725.7K
Hohimer Wealth Management, LLC2,333
0.1% of portfolio›$713.4K
Wedmont Private Capital2,320
0.0% of portfolio›$761.0K
Burney Co/2,186
0.0% of portfolio›$668.5K
Davenport & Co LLC2,180
0.0% of portfolio›$666.7K
Stenger Family Office, LLC2,164
0.1% of portfolio›$704.7K
Park Avenue Securities LLC2,031
0.0% of portfolio›$621
Third View Private Wealth, LLC1,967
0.1% of portfolio›$601.5K
Nations Financial Group Inc,1,962
0.0% of portfolio›$600.0K
Avior Wealth Management, LLC1,942
0.0% of portfolio›$593.9K
Larson Financial Group LLC1,903
0.0% of portfolio›$582.0K
Independent Financial Group, LLC1,883
0.0% of portfolio›$575.8K
Raiffeisen Bank International AG1,876
0.0% of portfolio›$577.9K
Lanark Financial, Inc.1,863
0.0% of portfolio›$569.7K
Yousif Capital Management, LLC1,857
0.0% of portfolio›$567.9K
111 Capital1,768
0.1% of portfolio›$540.7K
Retirement Planning Group, LLC1,751
0.0% of portfolio›$535.5K
Keybank National Association1,638
0.0% of portfolio›$500.9K
Jefferies Financial Group Inc.1,628
0.0% of portfolio›$497.8K
Quadrant Capital Group LLC1,621
0.0% of portfolio›$527.8K
Malaga Cove Capital, LLC1,591
0.2% of portfolio›$486.5K
Achmea Investment Management B.V.1,590
0.0% of portfolio›$486.6K
Pennsylvania Capital Management Inc1,572
0.1% of portfolio›$480.7K
Gibbs Wealth Management1,486
0.0% of portfolio›$454.4K
V-Square Quantitative Management LLC1,459
0.0% of portfolio›$446.2K
Signaturefd, LLC1,422
0.0% of portfolio›$434.9K
Axxcess Wealth Management, LLC1,418
0.0% of portfolio›$433.5K
Thrivent Financial for Lutherans1,407
0.0% of portfolio›$430.0K
Strs Ohio1,395
0.0% of portfolio›$426.6K
Legacy Wealth Asset Management, LLC1,390
0.1% of portfolio›$425.1K
Pinnacle Wealth Planning Services, Inc.1,376
0.0% of portfolio›$420.8K
Impact Capital Partners LLC1,366
0.1% of portfolio›$417.7K
Moneco Advisors, LLC1,350
0.0% of portfolio›$412.9K
Annex Advisory Services, LLC1,318
0.0% of portfolio›$403.2K
Central Pacific Bank - Trust Division1,230
0.0% of portfolio›$376.1K
WP Advisors, LLC1,223
0.1% of portfolio›$374.2K
Philip James Wealth Mangement, LLC1,218
0.0% of portfolio›$372.6K
Lifestyle Asset Management, Inc.1,216
0.1% of portfolio›$371.9K
RMR Wealth Builders1,214
0.0% of portfolio›$371.2K
Moody Lynn Lieberson & Walker, LLC1,200
0.0% of portfolio›$367.0K
SFG Wealth Management, Llc.1,200
0.1% of portfolio›$367.0K
Marks Group Wealth Management, Inc1,142
0.0% of portfolio›$349.2K
Perigon Wealth Management, LLC1,136
0.0% of portfolio›$347.4K
Brighton Jones LLC1,132
0.0% of portfolio›$346.2K
Thrive Wealth Management, LLC1,120
0.0% of portfolio›$342.5K
Old National Bancorp1,101
0.0% of portfolio›$336.7K
Citizens Financial Group Inc1,039
0.0% of portfolio›$317.9K
WJ Wealth Management, LLC1,000
0.1% of portfolio›$305.8K
Vontobel Holding Ltd.976
0.0% of portfolio›$298.5K
VestGen Advisors, LLC970
0.0% of portfolio›$296.6K
Krilogy Financial LLC931
0.0% of portfolio›$307.3K
LVW Advisors, LLC927
0.0% of portfolio›$283.5K
Mather Group, Llc.920
0.0% of portfolio›$281.3K
International Assets Investment Management, LLC911
0.0% of portfolio›$284.4K
MGO One Seven LLC906
0.0% of portfolio›$277.0K
Patriot Financial Group Insurance Agency, LLC901
0.0% of portfolio›$275.6K
ZWJ Investment Counsel Inc892
0.0% of portfolio›$272.8K
TruNorth Capital Management, LLC891
0.0% of portfolio›$272.5K
DE Burlo Group Inc860
0.0% of portfolio›$263.0K
Gamma Investing LLC859
0.0% of portfolio›$262.7K
Wedbush Securities Inc837
0.0% of portfolio›$256
Sagespring Wealth Partners, LLC802
0.0% of portfolio›$245.2K
Parcion Private Wealth LLC796
0.0% of portfolio›$243.4K
Olympiad Research LP783
0.3% of portfolio›$239.4K
Archer Investment Corp779
0.0% of portfolio›$238.1K
Apollon Wealth Management, LLC774
0.0% of portfolio›$236.7K
Jacobi Capital Management LLC773
0.0% of portfolio›$236.4K
Cigna Investments Inc765
0.0% of portfolio›$234
Fulcrum Asset Management LLP761
0.0% of portfolio›$234.4K
Crossmark Global Holdings, Inc.757
0.0% of portfolio›$231.5K
Oslo Pensjonsforsikring AS746
0.0% of portfolio›$228.1K
Norden Group LLC746
0.0% of portfolio›$228.2K
OpenArc Corporate Advisory, LLC727
0.0% of portfolio›$222.3K
Connecticut Capital Management Group, LLC716
0.2% of portfolio›$219.0K
Net Worth Advisory Group711
0.1% of portfolio›$221.9K
Camden National Bank709
0.0% of portfolio›$216.8K
WoodTrust Financial Corp702
0.0% of portfolio›$215
One Day In July LLC702
0.0% of portfolio›$214.7K
Alps Advisors Inc689
0.0% of portfolio›$210.7K
WealthCare Investment Partners, LLC681
0.0% of portfolio›$208.2K
Golden State Wealth Management, LLC674
0.0% of portfolio›$206.2K
Aaron Wealth Advisors LLC669
0.0% of portfolio›$204.6K
Portside Wealth Group, LLC664
0.0% of portfolio›$203.1K
Integrated Advisors Network LLC663
0.0% of portfolio›$202.8K
StoneX Group Inc.663
0.0% of portfolio›$230.9K
Horizon Wealth Management, LLC663
0.0% of portfolio›$202.8K
Baker Tilly Wealth Management, LLC660
0.0% of portfolio›$201.8K
Indivisible Partners658
0.0% of portfolio›$201.1K
Catalyst Capital Advisors LLC595
0.0% of portfolio›$182.0K
Tsfg, LLC562
0.0% of portfolio›$172
Birch Financial Group, LLC526
0.1% of portfolio›$160.8K
Advocate Investing Services LLC500
0.1% of portfolio›$152.9K
Heritage Family Offices, LLP498
0.1% of portfolio›$152.4K
United Community Bank490
0.0% of portfolio›$149.8K
WPG Advisers, LLC476
0.1% of portfolio›$145.6K
Lodestone Wealth Management LLC467
0.0% of portfolio›$142.8K
Financial Management Professionals, Inc.463
0.0% of portfolio›$141.6K
Gables Capital Management Inc.400
0.0% of portfolio›$122.3K
Livforsakringsbolaget Skandia, Omsesidigt360
0.0% of portfolio›$110.1K
EverSource Wealth Advisors, LLC321
0.0% of portfolio›$98.1K
Smallwood Wealth Investment Management, LLC316
0.0% of portfolio›$96.6K
Central Trust Co312
0.0% of portfolio›$95.4K
IFP Advisors, Inc280
0.0% of portfolio›$85.6K
CoreCap Advisors, LLC235
0.0% of portfolio›$71.9K
Harbor Investment Advisory, LLC225
0.0% of portfolio›$68.8K
CX Institutional225
0.0% of portfolio›$69
SJS Investment Consulting Inc.225
0.0% of portfolio›$68.8K
ASR Vermogensbeheer N.V.217
0.0% of portfolio›$66.4K
Covestor Ltd214
0.0% of portfolio›$66
Versant Capital Management, Inc201
0.0% of portfolio›$61.5K
Harbor Asset Planning, Inc.187
0.0% of portfolio›$57.2K
Entrust Financial LLC182
0.0% of portfolio›$55.7K
Wilmington Savings Fund Society, FSB162
0.0% of portfolio›$49.5K
First Horizon Corp152
0.0% of portfolio›$46.5K
Physician Wealth Advisors, Inc.133
0.0% of portfolio›$40.7K
Ameliora Wealth Management Ltd.130
0.0% of portfolio›$39.8K
NBH Bank113
0.0% of portfolio›$34.6K
Parkside Financial Bank & Trust107
0.0% of portfolio›$32.7K
First Command Advisory Services, Inc.105
0.0% of portfolio›$32.1K
Trust Co103
0.0% of portfolio›$31.5K
Clark Wealth Partners102
0.0% of portfolio›$31.2K
Westside Investment Management, Inc.100
0.0% of portfolio›$30.8K
JFS Wealth Advisors, LLC90
0.0% of portfolio›$27.5K
MassMutual Private Wealth & Trust, FSB87
0.0% of portfolio›$26.6K
Fortitude Family Office, LLC78
0.0% of portfolio›$23.9K
Salomon & Ludwin, LLC65
0.0% of portfolio›$19.9K
Pinnacle Bancorp, Inc.63
0.0% of portfolio›$19.3K
Y.D. More Investments Ltd60
0.0% of portfolio›$18.3K
Blue Trust, Inc.60
0.0% of portfolio›$18.3K
Reyes Financial Architecture, Inc.54
0.0% of portfolio›$16.5K
Leonteq Securities AG53
0.0% of portfolio›$16.2K
Rossby Financial, LCC52
0.0% of portfolio›$15.9K
Eastern Bank50
0.0% of portfolio›$15.3K
Private Wealth Management Group, LLC49
0.0% of portfolio›$15.0K
Bell Investment Advisors, Inc45
0.0% of portfolio›$13.8K
Owl Creek Wealth Partners LLC41
0.0% of portfolio›$12.5K
Generali Asset Management SPA SGR40
0.0% of portfolio›$12.2K
Montag A & Associates Inc37
0.0% of portfolio›$11.3K
Wolff Wiese Magana LLC37
0.0% of portfolio›$11.3K
SBI Securities Co., Ltd.36
0.0% of portfolio›$11.0K
Cullen T Bankers, Inc.34
0.0% of portfolio›$10.4K
Highline Wealth Partners LLC34
0.0% of portfolio›$10.4K
Arlington Trust Co LLC31
0.0% of portfolio›$9.5K
GK Wealth Management LLC31
0.0% of portfolio›$9.6K
Global X Japan Co., Ltd.30
0.0% of portfolio›$9.2K
Center for Financial Planning, Inc.30
0.0% of portfolio›$9.3K
Asset Dedication, LLC30
0.0% of portfolio›$9.2K
Wilkerson Advisory Group LLC30
0.0% of portfolio›$9.2K
Cromwell Holdings LLC28
0.0% of portfolio›$8.6K
Valued Wealth Advisors LLC26
0.0% of portfolio›$8.0K
Buck Wealth Strategies, LLC26
0.0% of portfolio›$8.0K
Concord Wealth Partners24
0.0% of portfolio›$7.3K
Plante Moran Financial Advisors, LLC23
0.0% of portfolio›$7.0K
Creative Capital Management Investments LLC22
0.0% of portfolio›$6.7K
MV Capital Management, Inc.22
0.0% of portfolio›$6.7K
Trust Co of Toledo NA19
0.0% of portfolio›$5.8K
Cranbrook Wealth Management, LLC19
0.0% of portfolio›$5.8K
James T. Borello RIA19
0.0% of portfolio›$5.8K
Bay Harbor Wealth Management, LLC18
0.0% of portfolio›$5.5K
Avion Wealth17
0.0% of portfolio›$5
DiNuzzo Private Wealth, Inc.17
0.0% of portfolio›$5.2K
Silver Grove Financial Group, Inc.16
0.0% of portfolio›$4.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP16
0.0% of portfolio›$4.9K
Elevated Capital Advisors, LLC14
0.0% of portfolio›$4.3K
Financial Consulate, Inc14
0.0% of portfolio›$4.3K
Elevation Wealth Partners, LLC14
0.0% of portfolio›$4.3K
MTM Investment Management, LLC14
0.0% of portfolio›$4.3K
Hughes Financial Services, LLC13
0.0% of portfolio›$3.6K
Tower View Wealth Management LLC13
0.0% of portfolio›$4.0K
Wealth Enhancement Trust Services, Inc.12
0.0% of portfolio›$3.7K
Foster Dykema Cabot & Partners, LLC12
0.0% of portfolio›$3.7K
Southern Michigan Bank & Trust11
0.0% of portfolio›$3.4K
Abound Wealth Management10
0.0% of portfolio›$3.1K
West Paces Advisors Inc.10
0.0% of portfolio›$3.1K
Rosenberg Matthew Hamilton10
0.0% of portfolio›$3.1K
Ares Financial Consulting, LLC9
0.0% of portfolio›$2.8K
First United Bank & Trust8
0.0% of portfolio›$2.4K
True Wealth Design, LLC8
0.0% of portfolio›$2.4K
Signature Equity Partners, LLC8
0.0% of portfolio›$2.6K
Cape Investment Advisory, Inc.7
0.0% of portfolio›$2.1K
Key Capital Management, Inc7
0.0% of portfolio›$2.1K
Elyxium Wealth, LLC7
0.0% of portfolio›$2.1K
Brown, Lisle Ings, Inc.7
0.0% of portfolio›$2.0K
Financial Network Wealth Advisors LLC7
0.0% of portfolio›$2.2K
Latitude Advisors, LLC6
0.0% of portfolio›$1.8K
Manchester Capital Management LLC5
0.0% of portfolio›$1.5K
Hilton Head Capital Partners, LLC5
0.0% of portfolio›$1.5K
Planning Strategies Inc.5
0.0% of portfolio›$1.5K
DecisionPoint Financial, LLC4
0.0% of portfolio›$1.2K
Rakuten Securities, Inc.4
0.0% of portfolio›$1.2K
Navigoe, LLC4
0.0% of portfolio›$1
American Capital Advisory, LLC3
0.0% of portfolio›$918
William Mack & Associates, Inc.3
0.0% of portfolio›$918
Burk Holdings LLC3
0.0% of portfolio›$917
Balance Wealth Partners LLC3
0.0% of portfolio›$861
Davis Capital Management3
0.0% of portfolio›$917
Capital Advisors, Ltd. LLC3
0.0% of portfolio›$1
Ascentis Independent Advisors2
0.0% of portfolio›$611
Bare Financial Services, Inc2
0.0% of portfolio›$612
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$612
Torren Management, LLC1
0.0% of portfolio›$308
Downshift Financial, LLC1
0.0% of portfolio›$306
Maryland Capital Advisors Inc.1
0.0% of portfolio›$306
Laurel Wealth Advisors LLC1
0.0% of portfolio›$306
StyleTurnoverLocationFiled
Principal Financial Group Inc
2,241,624$685.5M0.4%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
802,923$245.5M0.0%IndexLowAustin, TX2026-11-04
Markel Group Inc.
566,132$173.1M1.3%CoreVery LowGlen Allen, VA2026-10-30
Bank of New York Mellon Corp
368,067$112.6M0.0%CoreLowNew York, NY2026-11-05
Fort Washington Investment Advisors Inc
349,606$106.9M0.5%CoreLowCincinnati, OH2026-10-15
Coronation Fund Managers Ltd.
206,509$63.2M2.4%GARPMediumCape Town, Thailand2026-10-27
Sumitomo Mitsui Trust Group, Inc.
161,482$49.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Perpetual Ltd
113,892$34.8M0.5%ValueMediumSydney, New South Wales, China2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
99,546$30.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Capricorn Fund Managers Ltd
87,551$26.8M2.5%GARPVery HighLondon, United Kingdom2026-11-03
Citigroup Inc
75,535$23.1M0.0%CoreMediumNew York, NY2026-11-04
AGF Management LTD
75,045$22.9M0.1%GrowthHighToronto, Australia2026-11-03
Family Wealth Partners, LLC
61,247$18.7M5.7%ETFLowMatthews, NC2026-10-20
Foyston, Gordon & Payne Inc
48,920$15.0M3.0%CoreMediumToronto, Australia2026-11-02
B. Metzler seel. Sohn & Co. AG
48,087$14.7M0.1%GrowthMediumFrankfurt, Hong Kong2026-10-30
Foster Victor Wealth Advisors, LLC
46,192$14.6M0.7%CoreMediumGreenville, SC2026-10-21
Pictet Asset Management Holding SA
41,378$12.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
LRZ Capital LLC
39,710$12.1M3.8%CoreMediumMiami, FL2026-11-05
Asset Management One Co., Ltd.
30,498$9.3M0.0%IndexVery LowTokyo, Mexico2026-10-27
Truist Financial Corp
29,516$9.0M0.0%CoreLowCharlotte, NC2026-10-30
KWB Wealth
28,889$8.8M0.8%ETFMediumRedlands, CA2026-10-16
Tran Capital Management, L.P.
28,062$8.6M1.0%MomentumMediumSan Rafael, CA2026-10-19
Swedbank AB
26,912$8.2M0.0%GrowthLowStockholm, Sweden2026-10-27
State of New Jersey Common Pension Fund D
25,900$7.9M0.0%CoreLowTrenton, NJ2026-11-05
Iridian Asset Management LLC
23,436$7.2M2.6%Deep ValueMediumWestport, CT2026-10-23
Mn Services Vermogensbeheer B.V.
23,042$7.0K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Arizona State Retirement System
21,845$6.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
21,504$6.6M0.0%GrowthLowStockholm, Sweden2026-10-15
Daiwa Securities Group Inc.
21,264$6.5M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Creative Planning
21,026$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
IFM Investors Pty Ltd
20,408$6.2M0.0%IndexVery LowMelbourne, China2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
19,909$6.1M0.1%GrowthVery LowSeattle, WA2026-10-27
Winthrop Advisory Group LLC
19,508$6.0M0.4%ETFVery LowBoston, MA2026-10-22
Swiss Life Asset Management Ltd
18,177$5.6M0.0%CoreLowZurich, Switzerland2026-11-03
SEB Asset Management AB
18,065$5.5M0.0%CoreN/AStockholm, Sweden2026-11-04
US Bancorp \de\
17,300$5.3M0.0%IndexLowMinneapolis, MN2026-11-05
Kerusso Capital Management LLC
15,381$4.7M1.5%ValueLowWinston Salem, NC2026-10-27
Reinhart Partners, Llc.
15,283$4.7M0.1%ValueMediumMequon, WI2026-10-09
Argent Capital Management LLC
15,246$4.7M0.1%CoreMediumSt Louis, MO2026-10-05
DekaBank Deutsche Girozentrale
15,128$4.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
United Asset Strategies, Inc.
14,943$4.6M0.3%GrowthLowGarden City, NY2026-10-28
Simplicity Wealth,LLC
14,191$4.3M0.1%ETFLowSummit, NJ2026-10-23
Xponance LLC
13,802$4.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
MacKenzie Financial Corp
13,759$4.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Munich Reinsurance Co Stock Corp in Munich
13,485$4.1M0.1%CoreHighMunich, Hong Kong2026-10-30
KBC Group NV
13,451$4.1K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
12,965$4.0M0.0%IndexVery LowTokyo, Mexico2026-10-20
Atria Investments, Inc
12,636$3.9M0.0%CoreMediumCharlotte, NC2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
12,320$3.8M0.0%IndexLowCopenhagen O, Greece2026-10-19
OP Asset Management Ltd
12,293$3.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Mirae Asset Global Investments Co., Ltd.
11,906$3.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
Gateway Investment Advisers LLC
11,890$3.6M0.0%GrowthLowCincinnati, OH2026-10-13
Financiere des Professionnels - Fonds d'investissement inc.
11,852$3.6M0.2%GrowthHighMontreal, Austria2026-11-03
Assenagon Asset Management S.A.
11,661$3.6M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
King Luther Capital Management Corp
11,638$3.6M0.0%CoreLowFort Worth, TX2026-11-05
Segment Wealth Management, LLC
11,528$3.5M0.2%CoreLowHouston, TX2026-10-26
Oliver Luxxe Assets LLC
11,083$3.4M0.5%ValueMediumGladstone, NJ2026-10-14
Fifth Third Bancorp
11,032$3.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Donoghue Forlines LLC
10,140$3.1M0.8%CoreVery HighBoston, MA2026-11-02
CIBC Asset Management Inc
9,880$3.0M0.0%GARPLowToronto, South Africa2026-11-05
Gradient Investments LLC
9,829$3.0M0.0%CoreMediumArden Hills, MN2026-10-08
Cornerstone Wealth Management, LLC
9,681$3.0M0.1%ETFVery LowSt. Peters, MO2026-11-04
Commonwealth Equity Services, LLC
9,408$2.9M0.0%ETFLowWaltham, MA2026-11-02
Candriam S.C.A.
9,210$2.8M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Bell Asset Management Ltd
9,116$2.8M1.0%GrowthMediumMelbourne, China2026-10-08
Levin Capital Strategies, L.P.
8,839$2.7M0.2%ValueMediumNew York, NY2026-11-02
Greenleaf Trust
8,828$2.7M0.0%CoreLowKalamazoo, MI2026-10-29
Nisa Investment Advisors, LLC
8,808$2.7M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wealth Enhancement Advisory Services, LLC
8,787$2.9M0.0%CoreLowPlymouth, MN2026-10-13
Flynn Zito Capital Management, LLC
8,610$2.6M0.7%ETFLowGarden City, NY2026-11-04
Avanza Fonder AB
8,043$2.5M0.0%GrowthLowStockholm, Sweden2026-10-13
HB Wealth Management, LLC
7,866$2.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Elevation Point Wealth Partners, LLC
7,116$2.2M0.0%CoreHighDenver, CO2026-11-05
Caldwell Trust Co
7,102$2.2M0.2%GrowthLowVenice, FL2026-10-30
WealthPoint Financial, LLC
6,953$2.1M1.5%ETFMediumCramerton, NC2026-11-03
Gerber Kawasaki Wealth & Investment Management
6,856$2.1M0.1%ETFLowSanta Monica, CA2026-10-29
Bank Julius Baer & Co. Ltd, Zurich
6,844$2.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
Robeco Institutional Asset Management B.V.
6,553$2.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
Peak Financial Advisors LLC
6,501$2.0M0.9%CoreHighDenver, CO2026-10-28
ABN Amro Investment Solutions
6,420$2.0M0.0%GrowthLowParis Cedex 008, India2026-10-21
Gulf International Bank (UK) Ltd
6,095$1.9K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Mutual of America Capital Management LLC
6,087$1.9M0.0%IndexLowNew York, NY2026-10-23
Sterling Capital Management LLC
5,733$1.8M0.0%GARPMediumCharlotte, NC2026-10-22
Ethic Inc.
5,685$1.7M0.0%CoreLowNew York, NY2026-11-03
Sterling Group Wealth Management, LLC
5,679$1.7M0.7%ETFLowPasadena, CA2026-11-03
Eagle Rock Investment Company, LLC
5,671$1.7M0.2%CoreLowAtlanta, GA2026-10-21
Oppenheimer Asset Management Inc.
5,564$1.7M0.0%CoreMediumNew York, NY2026-10-27
CGN Advisors LLC
5,519$1.7M0.1%ETFLowManhattan, KS2026-10-21
James Investment Research, Inc.
5,473$1.7M0.2%CoreLowAlpha, OH2026-10-22
Vise Technologies, Inc.
5,212$1.6M0.0%IndexLowNew York, NY2026-10-29
TD Waterhouse Canada Inc.
5,136$1.6M0.0%CoreLowToronto, Australia2026-10-16
TD Private Client Wealth LLC
4,987$1.5M0.0%ETFLowNew York, NY2026-10-28
Assetmark, Inc
4,939$1.5M0.0%ETFLowConcord, CA2026-10-21
Maryland State Retirement & Pension System
4,917$1.5M0.0%IndexVery LowBaltimore, MD2026-11-05
Shepherd Financial Partners LLC
4,755$1.5M0.1%ETFLowWinchester, MA2026-11-03
Fideuram Asset Management (Ireland) dac
4,615$1.5M0.0%CoreHighDublin 1, Lithuania2026-10-29
Amalgamated Bank
4,587$1.4K0.0%CoreVery LowNew York, NY2026-10-23
Y-Intercept (Hong Kong) Ltd
4,301$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Fulton Bank, N.A.
4,295$1.3M0.0%CoreLowLancaster, PA2026-10-14
Buttonwood Financial Advisors Inc.
3,864$1.2M0.4%GARPLowBaltimore, MD2026-10-13
Leelyn Smith, LLC
3,764$1.2M0.1%GrowthLowGeneva, IL2026-11-03
Oak Thistle LLC
3,746$1.1M0.1%ValueVery HighNew York, NY2026-10-21
Choreo, LLC
3,735$1.1M0.0%IndexLowRockford, IL2026-10-28
Lido Advisors, LLC
3,636$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Tokio Marine Asset Management Co LTD
3,555$1.1M0.0%GrowthLowTokyo, Mexico2026-10-26
BI Asset Management Fondsmaeglerselskab A/S
3,462$1.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
Shelton Wealth Management, LLC
3,299$1.0M0.4%GrowthMediumFort Worth, TX2026-10-16
Ag2r LA Mondiale Gestion D'actifs
3,298$1.0M0.0%GrowthLowParis, India2026-10-26
Kestra Advisory Services, LLC
3,197$977.6K0.0%CoreLowAustin, TX2026-11-02
M Holdings Securities, Inc.
3,062$9140.0%ETFHighPortland, OR2026-11-03
Prospera Financial Services Inc
2,951$837.2K0.0%CoreMediumDallas, TX2026-11-04
E. Ohman J:or Asset Management AB
2,916$891.7K0.0%GrowthMediumStockholm, Sweden2026-10-22
Yorktown Management & Research Co Inc
2,850$871.5K0.6%MomentumMediumForest, VA2026-10-28
ARQ Wealth Advisors, LLC
2,815$860.8K0.1%ETFLowScottsdale, AZ2026-10-29
TT International Asset Management LTD
2,809$859.0K0.1%GARPVery HighLondon, United Kingdom2026-10-30
Ritholtz Wealth Management
2,760$843.9K0.0%IndexLowNew York, NY2026-11-05
Tobam
2,724$833.0K0.6%ValueHighParis, India2026-11-03
ProShare Advisors LLC
2,703$826.6K0.0%GrowthLowBethesda, MD2026-10-29
UniSuper Management Pty Ltd
2,632$804.9K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Parallel Advisors, LLC
2,631$804.6K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
2,625$802.7K0.0%IndexLowSan Francisco, CA2026-10-08
Provenance Wealth Advisors, LLC
2,597$794.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Concurrent Investment Advisors, LLC
2,592$792.8K0.0%GrowthMediumTampa, FL2026-10-16
Union Bancaire Privee, UBP SA
2,551$797.6K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Garrett Wealth Advisory Group, LLC
2,508$766.9K0.1%ETFVery LowWeatherford, TX2026-10-22
Allspring Global Investments Holdings, LLC
2,501$780.5K0.0%CoreMediumCharlotte, NC2026-11-04
Cambridge Investment Research Advisors, Inc.
2,497$7640.0%ETFLowFairfield, IA2026-11-02
Valley Wealth Managers, Inc.
2,465$753.8K0.0%GARPMediumParamus, NJ2026-10-09
North Dakota State Investment Board
2,452$749.8K0.0%GrowthMediumBismarck, ND2026-10-27
Root Financial Partners, LLC
2,373$725.7K0.0%ETFMediumEncinitas, CA2026-10-21
Hohimer Wealth Management, LLC
2,333$713.4K0.1%CoreHighSeattle, WA2026-11-04
Wedmont Private Capital
2,320$761.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Burney Co/
2,186$668.5K0.0%GARPMediumReston, VA2026-10-15
Davenport & Co LLC
2,180$666.7K0.0%CoreMediumRichmond, VA2026-10-14
Stenger Family Office, LLC
2,164$704.7K0.1%GrowthMediumNaperville, IL2026-10-22
Park Avenue Securities LLC
2,031$6210.0%ETFMediumNew York, NY2026-10-26
Third View Private Wealth, LLC
1,967$601.5K0.1%GrowthLowWestport, CT2026-10-30
Nations Financial Group Inc,
1,962$600.0K0.0%CoreLowCedar Rapids, IA2026-11-05
Avior Wealth Management, LLC
1,942$593.9K0.0%ETFMediumOmaha, NE2026-10-13
Larson Financial Group LLC
1,903$582.0K0.0%GrowthLowSt Louis, MO2026-11-05
Independent Financial Group, LLC
1,883$575.8K0.0%GrowthLowSan Diego, CA2026-10-13
Raiffeisen Bank International AG
1,876$577.9K0.0%GrowthMediumVienna, Chile2026-10-28
Lanark Financial, Inc.
1,863$569.7K0.0%CoreMediumBirmingham, AL2026-10-26
Yousif Capital Management, LLC
1,857$567.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
111 Capital
1,768$540.7K0.1%CoreVery HighParis, India2026-11-03
Retirement Planning Group, LLC
1,751$535.5K0.0%ETFVery LowLeawood, KS2026-10-19
Keybank National Association
1,638$500.9K0.0%CoreLowBrooklyn, OH2026-11-04
Jefferies Financial Group Inc.
1,628$497.8K0.0%CoreVery HighNew York, NY2026-11-05
Quadrant Capital Group LLC
1,621$527.8K0.0%CoreLowCincinnati, OH2026-10-20
Malaga Cove Capital, LLC
1,591$486.5K0.2%GrowthLowPv Estates, CA2026-10-23
Achmea Investment Management B.V.
1,590$486.6K0.0%CoreMediumZeist, Philippines2026-10-30
Pennsylvania Capital Management Inc
1,572$480.7K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Gibbs Wealth Management
1,486$454.4K0.0%CoreLowAlpharetta, GA2026-10-22
V-Square Quantitative Management LLC
1,459$446.2K0.0%CoreLowChicago, IL2026-10-15
Signaturefd, LLC
1,422$434.9K0.0%IndexLowAtlanta, GA2026-10-23
Axxcess Wealth Management, LLC
1,418$433.5K0.0%CoreLowCarlsbad, CA2026-10-21
Thrivent Financial for Lutherans
1,407$430.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Strs Ohio
1,395$426.6K0.0%CoreMediumColumbus, OH2026-10-30
Legacy Wealth Asset Management, LLC
1,390$425.1K0.1%GARPMediumWoodbury, MN2026-10-09
Pinnacle Wealth Planning Services, Inc.
1,376$420.8K0.0%GARPLowMansfield, OH2026-10-27
Impact Capital Partners LLC
1,366$417.7K0.1%GrowthLowGreenwood Village, CO2026-10-22
Moneco Advisors, LLC
1,350$412.9K0.0%ETFLowFairfield, CT2026-11-05
Annex Advisory Services, LLC
1,318$403.2K0.0%GrowthHighBrookfield, WI2026-10-16
Central Pacific Bank - Trust Division
1,230$376.1K0.0%CoreMediumHonolulu, HI2026-10-06
WP Advisors, LLC
1,223$374.2K0.1%CoreLowSan Francisco, CA2026-10-22
Philip James Wealth Mangement, LLC
1,218$372.6K0.0%YieldMediumMilton, GA2026-10-27
Lifestyle Asset Management, Inc.
1,216$371.9K0.1%ETFHighFriendswood, TX2026-10-20
RMR Wealth Builders
1,214$371.2K0.0%ETFLowMontclair, NJ2026-10-22
Moody Lynn Lieberson & Walker, LLC
1,200$367.0K0.0%MomentumLowBoston, MA2026-10-14
SFG Wealth Management, Llc.
1,200$367.0K0.1%ETFMediumTowson, MD2026-10-23
Marks Group Wealth Management, Inc
1,142$349.2K0.0%CoreMediumMinnetonka, MN2026-11-05
Perigon Wealth Management, LLC
1,136$347.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Brighton Jones LLC
1,132$346.2K0.0%CoreVery LowSeattle, WA2026-11-03
Thrive Wealth Management, LLC
1,120$342.5K0.0%ETFVery LowAudubon, PA2026-10-13
Old National Bancorp
1,101$336.7K0.0%CoreLowEvansville, IN2026-10-20
Citizens Financial Group Inc
1,039$317.9K0.0%GrowthLowProvidence, RI2026-10-23
WJ Wealth Management, LLC
1,000$305.8K0.1%ETFMediumGlendale, AZ2026-11-03
Vontobel Holding Ltd.
976$298.5K0.0%CoreMediumZurich, Switzerland2026-10-16
VestGen Advisors, LLC
970$296.6K0.0%GrowthMediumChicago, IL2026-10-27
Krilogy Financial LLC
931$307.3K0.0%GrowthLowSt. Louis, MO2026-10-13
LVW Advisors, LLC
927$283.5K0.0%CoreMediumPittsford, NY2026-10-19
Mather Group, Llc.
920$281.3K0.0%ETFMediumChicago, IL2026-10-14
International Assets Investment Management, LLC
911$284.4K0.0%CoreVery HighOrlando, FL2026-11-02
MGO One Seven LLC
906$277.0K0.0%GrowthLowBeachwood, OH2026-10-28
Patriot Financial Group Insurance Agency, LLC
901$275.6K0.0%GrowthLowWalpole, MA2026-10-14
ZWJ Investment Counsel Inc
892$272.8K0.0%CoreLowAtlanta, GA2026-10-15
TruNorth Capital Management, LLC
891$272.5K0.0%ETFLowKalamazoo, MI2026-10-14
DE Burlo Group Inc
860$263.0K0.0%GrowthHighBoston, MA2026-11-05
Gamma Investing LLC
859$262.7K0.0%IndexVery LowFoster City, CA2026-10-08
Wedbush Securities Inc
837$2560.0%CoreLowPasadena, CA2026-10-22
Sagespring Wealth Partners, LLC
802$245.2K0.0%ETFLowFranklin, TN2026-10-22
Parcion Private Wealth LLC
796$243.4K0.0%CoreMediumBellevue, WA2026-10-28
Olympiad Research LP
783$239.4K0.3%Deep ValueVery HighStamford, CT2026-11-04
Archer Investment Corp
779$238.1K0.0%CoreMediumCarmel, IN2026-11-05
Apollon Wealth Management, LLC
774$236.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Jacobi Capital Management LLC
773$236.4K0.0%CoreLowPittston, PA2026-11-05
Cigna Investments Inc
765$2340.0%CoreVery LowBloomfield, CT2026-10-19
Fulcrum Asset Management LLP
761$234.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Crossmark Global Holdings, Inc.
757$231.5K0.0%GARPMediumHouston, TX2026-10-21
Oslo Pensjonsforsikring AS
746$228.1K0.0%ValueLowOslo, Norway2026-10-15
Norden Group LLC
746$228.2K0.0%GrowthMediumProvo, UT2026-10-20
OpenArc Corporate Advisory, LLC
727$222.3K0.0%GrowthLowAtlanta, GA2026-10-21
Connecticut Capital Management Group, LLC
716$219.0K0.2%GrowthLowMilford, CT2026-10-29
Net Worth Advisory Group
711$221.9K0.1%GARPMediumSandy, UT2026-10-20
Camden National Bank
709$216.8K0.0%CoreVery LowCamden, ME2026-11-02
WoodTrust Financial Corp
702$2150.0%CoreLowWisconsin Rapids, WI2026-10-09
One Day In July LLC
702$214.7K0.0%ETFVery LowBurlington, VT2026-10-30
Alps Advisors Inc
689$210.7K0.0%YieldLowDenver, CO2026-11-03
WealthCare Investment Partners, LLC
681$208.2K0.0%ETFLowPortsmouth, RI2026-11-05
Golden State Wealth Management, LLC
674$206.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Aaron Wealth Advisors LLC
669$204.6K0.0%GrowthMediumChicago, IL2026-10-13
Portside Wealth Group, LLC
664$203.1K0.0%CoreMediumProvo, UT2026-10-20
Integrated Advisors Network LLC
663$202.8K0.0%GrowthMediumDallas, TX2026-10-20
StoneX Group Inc.
663$230.9K0.0%ETFMediumNew York, NY2026-11-03
Horizon Wealth Management, LLC
663$202.8K0.0%ETFVery HighLa Grange, IL2026-11-02
Baker Tilly Wealth Management, LLC
660$201.8K0.0%GrowthLowMadison, WI2026-10-05
Indivisible Partners
658$201.1K0.0%GrowthMediumClearwater, FL2026-10-26
Catalyst Capital Advisors LLC
595$182.0K0.0%ETFVery LowSan Juan, PR2026-11-02
Tsfg, LLC
562$1720.0%ETFLowLake Forest, IL2026-10-23
Birch Financial Group, LLC
526$160.8K0.1%CoreLowKeene, NH2026-10-27
Advocate Investing Services LLC
500$152.9K0.1%ETFLowWoodbine, MD2026-10-26
Heritage Family Offices, LLP
498$152.4K0.1%GrowthHighScottsdale, AZ2026-11-02
United Community Bank
490$149.8K0.0%CoreLowGreenville, SC2026-10-28
WPG Advisers, LLC
476$145.6K0.1%CoreLowBaltimore, MD2026-10-27
Lodestone Wealth Management LLC
467$142.8K0.0%CoreLowSpokane, WA2026-10-14
Financial Management Professionals, Inc.
463$141.6K0.0%ETFMediumAustin, TX2026-10-23
Gables Capital Management Inc.
400$122.3K0.0%GrowthVery LowMiami, FL2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
360$110.1K0.0%GrowthMediumStockholm, Sweden2026-10-21
EverSource Wealth Advisors, LLC
321$98.1K0.0%CoreMediumBirmingham, AL2026-11-04
Smallwood Wealth Investment Management, LLC
316$96.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Central Trust Co
312$95.4K0.0%CoreLowJefferson City, MO2026-11-05
IFP Advisors, Inc
280$85.6K0.0%GrowthLowTampa, FL2026-10-16
CoreCap Advisors, LLC
235$71.9K0.0%ETFMediumSouthfield, MI2026-10-08
Harbor Investment Advisory, LLC
225$68.8K0.0%GrowthLowLutherville, MD2026-10-13
CX Institutional
225$690.0%CoreMediumAuburn, IN2026-10-02
SJS Investment Consulting Inc.
225$68.8K0.0%ETFVery LowSylvania, OH2026-10-26
ASR Vermogensbeheer N.V.
217$66.4K0.0%CoreLowUtrecht, Philippines2026-10-16
Covestor Ltd
214$660.0%ValueHighLondon, United Kingdom2026-10-30
Versant Capital Management, Inc
201$61.5K0.0%GARPLowPhoenix, AZ2026-10-02
Harbor Asset Planning, Inc.
187$57.2K0.0%ETFVery LowBelmont, MA2026-10-23
Entrust Financial LLC
182$55.7K0.0%ETFLowWayne, PA2026-11-04
Wilmington Savings Fund Society, FSB
162$49.5K0.0%CoreLowWilmington, DE2026-10-23
First Horizon Corp
152$46.5K0.0%CoreLowMemphis, TN2026-10-26
Physician Wealth Advisors, Inc.
133$40.7K0.0%ETFMediumMidvale, UT2026-10-20
Ameliora Wealth Management Ltd.
130$39.8K0.0%ETFLowZurich, Switzerland2026-10-23
NBH Bank
113$34.6K0.0%CoreN/AGreenwood Village, CO2026-11-05
Parkside Financial Bank & Trust
107$32.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Command Advisory Services, Inc.
105$32.1K0.0%IndexLowFort Worth, TX2026-11-05
Trust Co
103$31.5K0.0%ETFVery LowManhattan, KS2026-10-09
Clark Wealth Partners
102$31.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Westside Investment Management, Inc.
100$30.8K0.0%GrowthLowSanta Monica, CA2026-11-02
JFS Wealth Advisors, LLC
90$27.5K0.0%ETFVery LowHermitage, PA2026-11-03
MassMutual Private Wealth & Trust, FSB
87$26.6K0.0%CoreLowSpringfield, MA2026-10-05
Fortitude Family Office, LLC
78$23.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Salomon & Ludwin, LLC
65$19.9K0.0%ETFVery LowRichmond, VA2026-10-29
Pinnacle Bancorp, Inc.
63$19.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Y.D. More Investments Ltd
60$18.3K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Blue Trust, Inc.
60$18.3K0.0%ETFLowBrentwood, TN2026-10-15
Reyes Financial Architecture, Inc.
54$16.5K0.0%ETFVery HighSan Diego, CA2026-10-22
Leonteq Securities AG
53$16.2K0.0%CoreHighZurich, Switzerland2026-10-29
Rossby Financial, LCC
52$15.9K0.0%ETFMediumMelbourne, FL2026-11-05
Eastern Bank
50$15.3K0.0%GrowthMediumBoston, MA2026-10-05
Private Wealth Management Group, LLC
49$15.0K0.0%ETFLowPrinceton, NJ2026-10-19
Bell Investment Advisors, Inc
45$13.8K0.0%ETFVery LowOrinda, CA2026-10-29
Owl Creek Wealth Partners LLC
41$12.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Generali Asset Management SPA SGR
40$12.2K0.0%CoreLowTrieste, Latvia2026-10-26
Montag A & Associates Inc
37$11.3K0.0%CoreLowAtlanta, GA2026-10-29
Wolff Wiese Magana LLC
37$11.3K0.0%GrowthLowCarslbad, CA2026-10-15
SBI Securities Co., Ltd.
36$11.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cullen T Bankers, Inc.
34$10.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Highline Wealth Partners LLC
34$10.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Arlington Trust Co LLC
31$9.5K0.0%ETFMediumBirmingham, AL2026-10-20
GK Wealth Management LLC
31$9.6K0.0%GARPVery HighReno, NV2026-10-09
Global X Japan Co., Ltd.
30$9.2K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Center for Financial Planning, Inc.
30$9.3K0.0%ETFLowSouthfied, MI2026-10-26
Asset Dedication, LLC
30$9.2K0.0%ETFLowSan Francisco, CA2026-11-03
Wilkerson Advisory Group LLC
30$9.2K0.0%ETFMediumColumbia, MO2026-10-20
Cromwell Holdings LLC
28$8.6K0.0%IndexLowJackson, WY2026-10-28
Valued Wealth Advisors LLC
26$8.0K0.0%IndexVery LowHolladay, UT2026-11-05
Buck Wealth Strategies, LLC
26$8.0K0.0%ValueMediumDenver, CO2026-10-28
Concord Wealth Partners
24$7.3K0.0%GrowthLowAbingdon, VA2026-11-02
Plante Moran Financial Advisors, LLC
23$7.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Creative Capital Management Investments LLC
22$6.7K0.0%ETFLowSan Diego, CA2026-10-28
MV Capital Management, Inc.
22$6.7K0.0%ETFLowBethesda, MD2026-10-29
Trust Co of Toledo NA
19$5.8K0.0%GrowthVery LowHolland, OH2026-10-16
Cranbrook Wealth Management, LLC
19$5.8K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
James T. Borello RIA
19$5.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Bay Harbor Wealth Management, LLC
18$5.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Avion Wealth
17$50.0%ETFLowThe Woodlands, TX2026-11-04
DiNuzzo Private Wealth, Inc.
17$5.2K0.0%ETFLowBeaver, PA2026-10-16
Silver Grove Financial Group, Inc.
16$4.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
16$4.9K0.0%GrowthVery LowBoston, MA2026-10-23
Elevated Capital Advisors, LLC
14$4.3K0.0%ETFMediumSandy, UT2026-11-04
Financial Consulate, Inc
14$4.3K0.0%ETFLowHunt Valley, MD2026-10-23
Elevation Wealth Partners, LLC
14$4.3K0.0%ETFLowWalnut Creek, CA2026-10-07
MTM Investment Management, LLC
14$4.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Hughes Financial Services, LLC
13$3.6K0.0%ETFLowHerndon, VA2026-10-30
Tower View Wealth Management LLC
13$4.0K0.0%MomentumMediumShorewood, WI2026-10-23
Wealth Enhancement Trust Services, Inc.
12$3.7K0.0%GrowthMediumSioux Falls, SD2026-10-07
Foster Dykema Cabot & Partners, LLC
12$3.7K0.0%GrowthLowWaltham, MA2026-10-30
Southern Michigan Bank & Trust
11$3.4K0.0%ETFLowColdwater, MI2026-10-19
Abound Wealth Management
10$3.1K0.0%ETFVery LowFranklin, TN2026-10-26
West Paces Advisors Inc.
10$3.1K0.0%ETFLowAtlanta, GA2026-10-13
Rosenberg Matthew Hamilton
10$3.1K0.0%ETFVery LowGrand Junction, CO2026-10-05
Ares Financial Consulting, LLC
9$2.8K0.0%CoreLowCalabasas, CA2026-10-19
First United Bank & Trust
8$2.4K0.0%CoreLowOakland, MD2026-10-22
True Wealth Design, LLC
8$2.4K0.0%ETFMediumAkron, OH2026-10-13
Signature Equity Partners, LLC
8$2.6K0.0%GrowthMediumColumbus, OH2026-10-29
Cape Investment Advisory, Inc.
7$2.1K0.0%ETFLowMcdonough, GA2026-10-13
Key Capital Management, Inc
7$2.1K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Elyxium Wealth, LLC
7$2.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Brown, Lisle Ings, Inc.
7$2.0K0.0%CoreVery LowProvidence, RI2026-10-16
Financial Network Wealth Advisors LLC
7$2.2K0.0%ETFLowMurray, UT2026-10-28
Latitude Advisors, LLC
6$1.8K0.0%ETFLowYorkville, IL2026-10-27
Manchester Capital Management LLC
5$1.5K0.0%CoreLowManchester, VT2026-10-22
Hilton Head Capital Partners, LLC
5$1.5K0.0%CoreMediumHilton Head Island, SC2026-10-23
Planning Strategies Inc.
5$1.5K0.0%ETFN/ALancaster, PA2026-10-02
DecisionPoint Financial, LLC
4$1.2K0.0%ETFVery LowMesa, AZ2026-10-27
Rakuten Securities, Inc.
4$1.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Navigoe, LLC
4$10.0%ETFVery LowRedondo Beach, CA2026-11-04
American Capital Advisory, LLC
3$9180.0%ETFLowKetchum, ID2026-10-28
William Mack & Associates, Inc.
3$9180.0%ETFLowTroy, MI2026-10-27
Burk Holdings LLC
3$9170.0%ETFVery LowTulsa, OK2026-11-05
Balance Wealth Partners LLC
3$8610.0%ETFMediumWorthington, OH2026-10-27
Davis Capital Management
3$9170.0%CoreLowJacksonville, FL2026-10-08
Capital Advisors, Ltd. LLC
3$10.0%ETFLowShaker Heights, OH2026-10-27
Ascentis Independent Advisors
2$6110.0%ETFLowDallas, TX2026-11-03
Bare Financial Services, Inc
2$6120.0%ETFVery LowGap, PA2026-11-04
Birchwood Financial Partners, Inc.
2$6120.0%ETFVery LowBloomington, MN2026-11-02
Torren Management, LLC
1$3080.0%ETFMediumSan Diego, CA2026-10-29
Downshift Financial, LLC
1$3060.0%ETFLowBoulder, CO2026-10-13
Maryland Capital Advisors Inc.
1$3060.0%ETFVery LowChester, MD2026-10-15
Laurel Wealth Advisors LLC
1$3060.0%CoreVery LowCharlotte, NC2026-10-27