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Lamar Advertising Co (LAMR)

CUSIP: 512816109 | NYSE | Real Estate · REIT - Specialty | Large Cap | 1785 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,334,528
0.0% of portfolio›$192.3M
Hamlin Capital Management, LLC1,320,340
4.7% of portfolio›$190.3M
Davenport & Co LLC990,670
0.7% of portfolio›$143.3M
Daiwa Securities Group Inc.887,995
0.2% of portfolio›$128.0M
Egerton Capital (UK) LLP867,591
1.3% of portfolio›$125.0M
Bank of New York Mellon Corp857,601
0.0% of portfolio›$123.6M
Miller Howard Investments Inc465,454
1.8% of portfolio›$67.1M
Anchor Capital Advisors LLC388,421
1.7% of portfolio›$56.0M
Boston Trust Walden Corp302,463
0.4% of portfolio›$43.6M
Van Cleef Asset Management,Inc204,516
2.9% of portfolio›$29.5M
Principal Financial Group Inc199,788
0.0% of portfolio›$28.8M
Markel Group Inc.193,000
0.2% of portfolio›$27.8M
Arbejdsmarkedets Tillaegspension169,900
0.6% of portfolio›$24.5M
Private Management Group Inc147,867
0.6% of portfolio›$21.3M
Asset Management One Co., Ltd.144,138
0.1% of portfolio›$20.8M
MacKenzie Financial Corp114,074
0.0% of portfolio›$16.4M
Kingswood Wealth Advisors, LLC97,181
0.5% of portfolio›$14.0M
Assetmark, Inc89,986
0.0% of portfolio›$13.0M
Retirement Systems of Alabama89,870
0.0% of portfolio›$13.0M
Truist Financial Corp89,052
0.0% of portfolio›$12.8M
Wealth Enhancement Advisory Services, LLC86,606
0.0% of portfolio›$11.8M
Sumitomo Mitsui Trust Group, Inc.84,222
0.0% of portfolio›$12.1M
Mitsubishi UFJ Asset Management Co., Ltd.81,515
0.0% of portfolio›$11.7M
New York State Teachers Retirement System80,388
0.0% of portfolio›$11.6K
Gilman Hill Asset Management, LLC74,663
1.5% of portfolio›$10.8M
Old National Bancorp70,049
0.2% of portfolio›$10.1M
Capital Investment Counsel, LLC61,472
1.1% of portfolio›$8.9M
Strs Ohio52,590
0.0% of portfolio›$7.6M
State of Alaska, Department of Revenue51,057
0.0% of portfolio›$7.4K
Dynamic Advisor Solutions LLC49,103
0.2% of portfolio›$7.1M
KBC Group NV47,967
0.0% of portfolio›$6.9K
Royal Fund Management, LLC47,703
0.5% of portfolio›$6.9M
Hourglass Capital, LLC46,850
1.4% of portfolio›$6.8M
Citigroup Inc46,588
0.0% of portfolio›$6.7M
Creative Planning44,096
0.0% of portfolio›$6.4M
Amalgamated Bank40,437
0.0% of portfolio›$5.8K
Beacon Financial Group40,375
0.5% of portfolio›$5.8M
Nisa Investment Advisors, LLC36,465
0.0% of portfolio›$5.3M
Willis Investment Counsel36,253
0.3% of portfolio›$5.2M
Thrivent Financial for Lutherans33,550
0.0% of portfolio›$4.8M
Meridian Wealth Management, LLC32,658
0.1% of portfolio›$4.7M
Kestra Advisory Services, LLC32,360
0.0% of portfolio›$4.7M
JB Capital LLC31,780
0.2% of portfolio›$4.6M
Mutual of America Capital Management LLC31,741
0.0% of portfolio›$4.6M
Independent Solutions Wealth Management, LLC30,081
0.6% of portfolio›$4.3M
Benedict Financial Advisors Inc29,740
0.9% of portfolio›$4.3M
Ellerson Group Inc27,306
2.5% of portfolio›$4.3M
DekaBank Deutsche Girozentrale26,063
0.0% of portfolio›$3.8K
Yousif Capital Management, LLC25,943
0.0% of portfolio›$3.7M
Louisiana State Employees Retirement System25,900
0.1% of portfolio›$3.7M
State of New Jersey Common Pension Fund D25,312
0.0% of portfolio›$3.6M
1834 Investment Advisors Co24,905
0.4% of portfolio›$3.6M
Arizona State Retirement System24,520
0.0% of portfolio›$3.5M
Sumitomo Mitsui DS Asset Management Company, Ltd22,086
0.0% of portfolio›$3.2M
Neos Investment Management LLC21,207
0.0% of portfolio›$3.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS20,797
0.0% of portfolio›$3.0M
Klingman & Associates, LLC20,726
0.1% of portfolio›$3.0M
State of Michigan Retirement System20,438
0.0% of portfolio›$2.9M
Oppenheimer & Co Inc19,847
0.0% of portfolio›$2.9M
Beese Fulmer Investment Management, Inc.18,544
0.2% of portfolio›$2.7M
Hedeker Wealth, LLC18,238
0.5% of portfolio›$2.6M
Oregon Public Employees Retirement Fund18,004
0.0% of portfolio›$2.6M
Hennion & Walsh Asset Management, Inc.17,527
0.1% of portfolio›$2.5M
Prime Capital Investment Advisors, LLC17,325
0.0% of portfolio›$2.5M
First American Bank17,116
0.1% of portfolio›$2.5M
Schaper Benz & Wise Investment Counsel Inc16,663
0.2% of portfolio›$2.4M
Choreo, LLC16,453
0.0% of portfolio›$2.4M
Pensionfund PDN15,700
1.3% of portfolio›$2.3K
Commonwealth Equity Services, LLC15,316
0.0% of portfolio›$2.2M
HB Wealth Management, LLC14,129
0.0% of portfolio›$2.0M
Atria Investments, Inc13,951
0.0% of portfolio›$2.0M
Chicago Partners Investment Group LLC13,442
0.0% of portfolio›$2.1M
Pictet Asset Management Holding SA13,205
0.0% of portfolio›$1.9M
Wealth Advisory Solutions, LLC13,095
0.4% of portfolio›$1.9M
Sage Capital Management, LLC13,059
0.7% of portfolio›$1.9M
Prospera Financial Services Inc12,983
0.0% of portfolio›$2.0M
SWS Partners12,676
0.4% of portfolio›$1.8M
Knights of Columbus Asset Advisors LLC12,367
0.1% of portfolio›$1.8M
Ethic Inc.12,259
0.0% of portfolio›$1.8M
Xponance LLC11,728
0.0% of portfolio›$1.7M
Douglas Lane & Associates, LLC11,649
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.11,603
0.0% of portfolio›$1.7K
FIG Financial Advisory Services Inc11,433
1.0% of portfolio›$1.6M
LVW Advisors, LLC11,061
0.1% of portfolio›$1.6M
Illinois Municipal Retirement Fund10,854
0.0% of portfolio›$1.6M
Westco Advisory Services Inc10,832
0.9% of portfolio›$1.6M
SEB Asset Management AB10,342
0.0% of portfolio›$1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,112
0.0% of portfolio›$1.5M
Kornitzer Capital Management Inc9,968
0.0% of portfolio›$1.4M
Applied Capital LLC9,422
0.5% of portfolio›$1.4M
Burney Co/9,399
0.0% of portfolio›$1.4M
Marks Group Wealth Management, Inc9,240
0.1% of portfolio›$1.3M
Brighton Jones LLC8,568
0.0% of portfolio›$1.2M
Swiss Life Asset Management Ltd8,021
0.0% of portfolio›$1.2M
Chesley Taft & Associates LLC7,905
0.0% of portfolio›$1.1M
First Premier Bank7,760
0.0% of portfolio›$1.1K
Friedenthal Financial7,459
0.5% of portfolio›$1.1M
Apollon Wealth Management, LLC7,398
0.0% of portfolio›$1.1M
Harrell Investment Partners, LLC7,211
0.2% of portfolio›$1.0M
Pensionfund Sabic7,200
1.3% of portfolio›$1.0K
Accurate Wealth Management, LLC7,085
0.1% of portfolio›$1.0M
AlphaCore Capital LLC6,907
0.0% of portfolio›$995.4K
MGO One Seven LLC6,835
0.0% of portfolio›$984.9K
Glenview Trust Co6,742
0.0% of portfolio›$971.6K
Victory Financial Group, LLC6,738
0.1% of portfolio›$971.0K
D.A. Davidson & Co.6,691
0.0% of portfolio›$964.3K
MTM Investment Management, LLC6,660
0.3% of portfolio›$959.8K
Tributary Capital Management, LLC6,449
0.1% of portfolio›$929.4K
iA Global Asset Management Inc.6,356
0.0% of portfolio›$916
Evergreen Capital Management LLC6,323
0.0% of portfolio›$911.2K
Aaron Wealth Advisors LLC6,257
0.0% of portfolio›$901.7K
Provident Investment Management, Inc.6,230
0.1% of portfolio›$897.8K
Tred Avon Family Wealth, LLC6,140
0.3% of portfolio›$884.8K
Certuity, LLC6,002
0.0% of portfolio›$865.0K
Revisor Wealth Management LLC5,834
0.2% of portfolio›$858.2K
Inscription Capital, LLC5,795
0.1% of portfolio›$835.1K
Virginia Retirement Systems ET Al5,700
0.0% of portfolio›$821.4K
Kuhn & Co Investment Counsel5,500
0.4% of portfolio›$792.6K
Greenleaf Trust5,494
0.0% of portfolio›$791.7K
HUB Investment Partners, LLC5,449
0.0% of portfolio›$785.3K
Everett Harris & Co5,400
0.0% of portfolio›$778.2K
NorthCrest Asset Manangement, LLC5,387
0.0% of portfolio›$784.8K
Inspire Investing, LLC5,307
0.0% of portfolio›$764.8K
HF Advisory Group, LLC5,298
0.2% of portfolio›$763.5K
Carret Asset Management, LLC5,275
0.1% of portfolio›$760.2K
Ascentis Independent Advisors5,053
0.0% of portfolio›$728.2K
Clear Creek Financial Management, LLC5,008
0.1% of portfolio›$721.7K
Segment Wealth Management, LLC4,850
0.0% of portfolio›$698.9K
Alpha Omega Wealth Management LLC4,719
0.1% of portfolio›$680.1K
Woodward Diversified Capital, LLC4,617
0.3% of portfolio›$665.3K
Penobscot Investment Management Company, Inc.4,524
0.0% of portfolio›$652.0K
Lecap Asset Management LTD4,483
0.3% of portfolio›$646.0K
Powell Investment Advisors, LLC4,438
0.2% of portfolio›$639.6K
First Citizens Bank & Trust Co4,361
0.0% of portfolio›$628.5K
Crestwood Advisors Group, LLC4,345
0.0% of portfolio›$626.2K
Uhlmann Price Securities, LLC4,340
0.0% of portfolio›$625.4K
Brookstone Capital Management4,307
0.0% of portfolio›$620.6K
Lanark Financial, Inc.4,236
0.0% of portfolio›$610.5K
Lido Advisors, LLC4,152
0.0% of portfolio›$598.4K
Meixler Investment Management, Ltd.4,064
0.3% of portfolio›$585.7K
Atticus Wealth Management, LLC4,031
0.1% of portfolio›$581.0K
OpenArc Corporate Advisory, LLC4,002
0.0% of portfolio›$576.7K
Krilogy Financial LLC3,987
0.0% of portfolio›$585.6K
Y-Intercept (Hong Kong) Ltd3,963
0.0% of portfolio›$571.1K
Convergence Financial, LLC3,914
0.1% of portfolio›$564.1K
Fulcrum Capital LLC3,704
0.1% of portfolio›$533.8K
Versant Capital Management, Inc3,476
0.0% of portfolio›$500.9K
Exchange Traded Concepts, LLC3,468
0.0% of portfolio›$499.8K
WealthBridge Capital Management, LLC3,412
0.1% of portfolio›$491.7K
Fifth Third Wealth Advisors LLC3,347
0.0% of portfolio›$482.3K
Larson Financial Group LLC3,322
0.0% of portfolio›$478.8K
ProShare Advisors LLC3,311
0.0% of portfolio›$477.1K
Gallacher Capital Management LLC3,200
0.4% of portfolio›$461.2K
Viewpoint Investment Partners Corp3,100
0.1% of portfolio›$446.7K
Concurrent Investment Advisors, LLC3,090
0.0% of portfolio›$445.3K
TD Waterhouse Canada Inc.3,063
0.0% of portfolio›$438.9K
Guardian Partners Inc.3,053
0.0% of portfolio›$440.0K
SeaBridge Investment Advisors LLC2,978
0.1% of portfolio›$429.2K
EverSource Wealth Advisors, LLC2,886
0.0% of portfolio›$415.9K
Mitchell Sinkler & Starr2,851
0.2% of portfolio›$410.9K
Praxis Investment Management Inc2,846
0.0% of portfolio›$410.0K
Crossmark Global Holdings, Inc.2,846
0.0% of portfolio›$410.1K
NovaPoint Capital, LLC2,776
0.1% of portfolio›$400.0K
CIBC Asset Management Inc2,752
0.0% of portfolio›$396.6K
Wedmont Private Capital2,716
0.0% of portfolio›$395.7K
Murphy Pohlad Asset Management LLC2,703
0.1% of portfolio›$389.5K
Simplicity Wealth,LLC2,653
0.0% of portfolio›$382.3K
Gateway Investment Advisers LLC2,643
0.0% of portfolio›$380.8K
MBL Wealth, LLC2,639
0.0% of portfolio›$380.3K
North Dakota State Investment Board2,613
0.0% of portfolio›$376.6K
McGlone Suttner Wealth Management, Inc.2,606
0.0% of portfolio›$375.5K
Platform Technology Partners2,549
0.1% of portfolio›$367.3K
Park Avenue Securities LLC2,496
0.0% of portfolio›$360
Centurion Wealth Management LLC2,458
0.1% of portfolio›$354.2K
Farther Finance Advisors, LLC2,432
0.0% of portfolio›$350.5K
Simon Quick Advisors, LLC2,421
0.0% of portfolio›$348.9K
Virtue Capital Management, LLC2,376
0.0% of portfolio›$342.4K
Flagship Harbor Advisors, LLC2,356
0.0% of portfolio›$339.5K
Moody National Bank Trust Division2,284
0.0% of portfolio›$329.1K
Rosenberg Matthew Hamilton2,279
0.1% of portfolio›$328.4K
Beacon Investment Advisory Services, Inc.2,225
0.0% of portfolio›$320.6K
Cypress Wealth Services, LLC2,211
0.0% of portfolio›$320.0K
Gamma Investing LLC2,199
0.0% of portfolio›$316.9K
Interchange Capital Partners, LLC2,194
0.1% of portfolio›$316.2K
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,175
0.0% of portfolio›$313.4K
Raleigh Capital Management Inc.2,151
0.1% of portfolio›$309.9K
Frank, Rimerman Advisors LLC2,129
0.0% of portfolio›$306.8K
Principle Wealth Partners LLC2,096
0.0% of portfolio›$302.0K
Private Trust Co NA2,056
0.0% of portfolio›$296.3K
Flaharty Asset Management, LLC1,995
1.6% of portfolio›$287.5K
Cornerstone Wealth Group, LLC1,969
0.0% of portfolio›$283.8K
Sterling Capital Management LLC1,958
0.0% of portfolio›$282.2K
Wedbush Securities Inc1,957
0.0% of portfolio›$282
Oppenheimer Asset Management Inc.1,956
0.0% of portfolio›$281.9K
Carnegie Investment Counsel1,930
0.0% of portfolio›$278.1K
Creative Financial Designs Inc1,914
0.0% of portfolio›$275.8K
Ashton Thomas Private Wealth, LLC1,913
0.0% of portfolio›$275.7K
Heartwood Wealth Advisors LLC1,904
0.0% of portfolio›$274.4K
Abound Wealth Management1,900
0.1% of portfolio›$273.8K
Sagespring Wealth Partners, LLC1,852
0.0% of portfolio›$266.9K
Levin Capital Strategies, L.P.1,851
0.0% of portfolio›$266.7K
Regions Financial Corp1,831
0.0% of portfolio›$263.9K
Strategic Blueprint, LLC1,814
0.0% of portfolio›$261.4K
Vision Capital Management, Inc.1,800
0.0% of portfolio›$259.4K
Moran Wealth Management, LLC1,797
0.0% of portfolio›$259.0K
Profund Advisors LLC1,784
0.0% of portfolio›$257.1K
Master's Wealth Management Inc.1,781
0.1% of portfolio›$256.6K
Elevation Point Wealth Partners, LLC1,770
0.0% of portfolio›$255.1K
TD Private Client Wealth LLC1,759
0.0% of portfolio›$253.5K
Vise Technologies, Inc.1,716
0.0% of portfolio›$247.2K
Hilton Head Capital Partners, LLC1,699
0.1% of portfolio›$244.8K
Blackston Financial Advisory Group, LLC1,684
0.1% of portfolio›$242.7K
Ignite Planners, LLC1,672
0.0% of portfolio›$241.0K
Harbour Trust & Investment Management Co1,630
0.0% of portfolio›$234.9K
ZWJ Investment Counsel Inc1,607
0.0% of portfolio›$231.6K
Axxcess Wealth Management, LLC1,607
0.0% of portfolio›$231.5K
Pinnacle Wealth Planning Services, Inc.1,593
0.0% of portfolio›$229.6K
Spire Wealth Management1,588
0.0% of portfolio›$228.8K
Signaturefd, LLC1,576
0.0% of portfolio›$227.1K
Alliance Wealth Advisors, LLC1,554
0.1% of portfolio›$223.9K
Compass Financial Group, Inc1,554
0.0% of portfolio›$223.9K
IFP Advisors, Inc1,547
0.0% of portfolio›$222.9K
Integrated Advisors Network LLC1,547
0.0% of portfolio›$222.9K
Optivise Advisory Services LLC1,529
0.1% of portfolio›$220.3K
W Advisors, LLC1,528
0.1% of portfolio›$220.2K
VestGen Advisors, LLC1,523
0.0% of portfolio›$219.5K
Armor Investment Advisors, LLC1,500
0.1% of portfolio›$216.2K
Perigon Wealth Management, LLC1,480
0.0% of portfolio›$213.2K
Triad Wealth Partners, LLC1,475
0.0% of portfolio›$212.5K
Legacy Capital Wealth Partners, LLC1,464
0.0% of portfolio›$210.9K
WealthPoint Financial, LLC1,458
0.1% of portfolio›$210.1K
Parallel Advisors, LLC1,450
0.0% of portfolio›$209.0K
Jamison Private Wealth Management, Inc.1,436
0.0% of portfolio›$207.0K
Procyon Advisors, LLC1,435
0.0% of portfolio›$206.8K
WealthPlan Investment Management, LLC1,427
0.0% of portfolio›$205.6K
Pension & Wealth Management Advisors, Inc.1,380
0.0% of portfolio›$198.9K
Unique Wealth Strategies, LLC1,293
0.1% of portfolio›$201.7K
M Holdings Securities, Inc.1,287
0.0% of portfolio›$203
Wilmington Savings Fund Society, FSB1,280
0.0% of portfolio›$184.5K
Essential Partners LLC1,158
0.1% of portfolio›$166.9K
Bfsg, LLC1,147
0.0% of portfolio›$165.3K
Cape Investment Advisory, Inc.1,138
0.0% of portfolio›$164.0K
Bokf, NA1,074
0.0% of portfolio›$154.8K
Financial Consulate, Inc1,060
0.0% of portfolio›$152.7K
Meriwether Wealth & Planning, LLC995
0.1% of portfolio›$143.4K
Reap Financial Group, LLC948
0.0% of portfolio›$136.6K
Root Financial Partners, LLC827
0.0% of portfolio›$119.1K
Markowski Investments818
0.0% of portfolio›$117.9K
True Wealth Design, LLC807
0.0% of portfolio›$116.3K
Harbor Investment Advisory, LLC772
0.0% of portfolio›$111.3K
Heritage Family Offices, LLP755
0.0% of portfolio›$108.8K
Planning Strategies Inc.606
0.1% of portfolio›$87.3K
Elyxium Wealth, LLC559
0.0% of portfolio›$80.6K
Birch Financial Group, LLC558
0.0% of portfolio›$80.4K
Elevation Wealth Partners, LLC536
0.0% of portfolio›$77.2K
SJS Investment Consulting Inc.533
0.0% of portfolio›$76.8K
Latitude Advisors, LLC511
0.0% of portfolio›$73.6K
Blue Trust, Inc.418
0.0% of portfolio›$60.2K
V-Square Quantitative Management LLC357
0.0% of portfolio›$51.4K
MassMutual Private Wealth & Trust, FSB343
0.0% of portfolio›$49.4K
Tobam322
0.0% of portfolio›$46.0K
Simplex Trading, LLC313
0.0% of portfolio›$45.1K
CX Institutional311
0.0% of portfolio›$45
CoreCap Advisors, LLC305
0.0% of portfolio›$44.0K
Provenance Wealth Advisors, LLC291
0.0% of portfolio›$41.9K
Atlantic Edge Private Wealth Management, LLC281
0.0% of portfolio›$40.5K
Beacon Financial Strategies Corp280
0.0% of portfolio›$40.4K
Compass Financial Management LLC268
0.0% of portfolio›$38.6K
Cullen T Bankers, Inc.221
0.0% of portfolio›$31.9K
Caitong International Asset Management Co., Ltd192
0.0% of portfolio›$27.7K
Hurley Capital, LLC183
0.0% of portfolio›$26.4K
Fortitude Family Office, LLC181
0.0% of portfolio›$26.1K
Gen-Wealth Partners Inc180
0.0% of portfolio›$25.9K
Eastern Bank179
0.0% of portfolio›$25.8K
Parkside Financial Bank & Trust163
0.0% of portfolio›$23.5K
Virginia Estate & Retirement Planning Advisors Inc.155
0.0% of portfolio›$22.3K
Montag A & Associates Inc155
0.0% of portfolio›$22.3K
First Horizon Corp150
0.0% of portfolio›$21.6K
Capital Advisors, Ltd. LLC144
0.0% of portfolio›$21
GoalVest Advisory LLC133
0.0% of portfolio›$19.2K
Physician Wealth Advisors, Inc.132
0.0% of portfolio›$19.0K
Bare Financial Services, Inc111
0.0% of portfolio›$16.0K
Owl Creek Wealth Partners LLC102
0.0% of portfolio›$14.7K
Signature Equity Partners, LLC100
0.0% of portfolio›$14.4K
Madden Securities Corp100
0.0% of portfolio›$14.4K
Pittenger & Anderson Inc98
0.0% of portfolio›$14.1K
Private Wealth Management Group, LLC91
0.0% of portfolio›$13.1K
Salomon & Ludwin, LLC86
0.0% of portfolio›$12.4K
Nfsg Corp80
0.0% of portfolio›$11.5K
Silver Grove Financial Group, Inc.77
0.0% of portfolio›$11.2K
Valley National Advisers Inc75
0.0% of portfolio›$10.8K
Farmers & Merchants Investments Inc75
0.0% of portfolio›$10.8K
Concord Wealth Partners74
0.0% of portfolio›$10.7K
Retirement Wealth Solutions LLC74
0.0% of portfolio›$10.7K
Mather Group, Llc.72
0.0% of portfolio›$10.4K
KFG LLC72
0.0% of portfolio›$10.4K
New England Capital Financial Advisors LLC70
0.0% of portfolio›$10.1K
Community Financial Services Group, LLC60
0.0% of portfolio›$8.6K
Covestor Ltd58
0.0% of portfolio›$8
Strengthening Families & Communities, LLC43
0.0% of portfolio›$6.3K
North Star Investment Management Corp.40
0.0% of portfolio›$5.8K
High Note Wealth, LLC38
0.0% of portfolio›$5.5K
Asset Dedication, LLC35
0.0% of portfolio›$5.0K
Bullock Wealth Management Group27
0.0% of portfolio›$3.9K
Cromwell Holdings LLC26
0.0% of portfolio›$3.7K
Triumph Capital Management25
0.0% of portfolio›$3.6K
Ares Financial Consulting, LLC25
0.0% of portfolio›$3.6K
Kingdom Financial Group Llc.24
0.0% of portfolio›$3.5K
Sunrise Financial Services, LLC23
0.0% of portfolio›$3.3K
Caldwell Trust Co16
0.0% of portfolio›$2.3K
James T. Borello RIA12
0.0% of portfolio›$1.7K
UMB Private Wealth Management, LLC11
0.0% of portfolio›$1.6K
Hughes Financial Services, LLC9
0.0% of portfolio›$1.4K
Creative Capital Management Investments LLC9
0.0% of portfolio›$1.3K
Security National Bank9
0.0% of portfolio›$1.3K
Financial Management Professionals, Inc.7
0.0% of portfolio›$1.0K
TFC Financial Management, Inc.7
0.0% of portfolio›$1.0K
Avion Wealth7
0.0% of portfolio›$1.0K
Golden State Wealth Management, LLC6
0.0% of portfolio›$865
DecisionPoint Financial, LLC5
0.0% of portfolio›$717
Marquette Asset Management, LLC4
0.0% of portfolio›$577
Rossby Financial, LCC4
0.0% of portfolio›$576
Center for Financial Planning, Inc.4
0.0% of portfolio›$576
Arlington Trust Co LLC4
0.0% of portfolio›$576
Maseco LLP2
0.0% of portfolio›$288
Leonteq Securities AG2
0.0% of portfolio›$288
Align Financial, LLC2
0.0% of portfolio›$288
GHP Investment Advisors, Inc.1
0.0% of portfolio›$145
MV Capital Management, Inc.1
0.0% of portfolio›$145
American Capital Advisory, LLC1
0.0% of portfolio›$145
StrongBox Wealth, LLC1
0.0% of portfolio›$144
WPG Advisers, LLC1
0.0% of portfolio›$144
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,334,528$192.3M0.0%IndexLowAustin, TX2026-11-04
Hamlin Capital Management, LLC
1,320,340$190.3M4.7%YieldLowNew York, NY2026-10-08
Davenport & Co LLC
990,670$143.3M0.7%CoreMediumRichmond, VA2026-10-14
Daiwa Securities Group Inc.
887,995$128.0M0.2%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Egerton Capital (UK) LLP
867,591$125.0M1.3%GrowthHighLondon, United Kingdom2026-10-20
Bank of New York Mellon Corp
857,601$123.6M0.0%CoreLowNew York, NY2026-11-05
Miller Howard Investments Inc
465,454$67.1M1.8%YieldMediumKingston, NY2026-10-26
Anchor Capital Advisors LLC
388,421$56.0M1.7%ValueMediumBoston, MA2026-11-05
Boston Trust Walden Corp
302,463$43.6M0.4%CoreLowBoston, MA2026-10-30
Van Cleef Asset Management,Inc
204,516$29.5M2.9%CoreVery LowBeachwood, OH2026-10-20
Principal Financial Group Inc
199,788$28.8M0.0%CoreLowDes Moines, IA2026-11-02
Markel Group Inc.
193,000$27.8M0.2%CoreVery LowGlen Allen, VA2026-10-30
Arbejdsmarkedets Tillaegspension
169,900$24.5M0.6%ValueHighHilleroed, Greece2026-10-30
Private Management Group Inc
147,867$21.3M0.6%YieldLowIrvine, CA2026-11-04
Asset Management One Co., Ltd.
144,138$20.8M0.1%IndexVery LowTokyo, Mexico2026-10-27
MacKenzie Financial Corp
114,074$16.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Kingswood Wealth Advisors, LLC
97,181$14.0M0.5%GrowthLowSan Diego, CA2026-10-23
Assetmark, Inc
89,986$13.0M0.0%ETFLowConcord, CA2026-10-21
Retirement Systems of Alabama
89,870$13.0M0.0%IndexLowMontgomery, AL2026-11-04
Truist Financial Corp
89,052$12.8M0.0%CoreLowCharlotte, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
86,606$11.8M0.0%CoreLowPlymouth, MN2026-10-13
Sumitomo Mitsui Trust Group, Inc.
84,222$12.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
81,515$11.7M0.0%IndexVery LowTokyo, Mexico2026-11-05
New York State Teachers Retirement System
80,388$11.6K0.0%CoreVery LowAlbany, NY2026-10-22
Gilman Hill Asset Management, LLC
74,663$10.8M1.5%YieldMediumNew Canaan, CT2026-10-13
Old National Bancorp
70,049$10.1M0.2%CoreLowEvansville, IN2026-10-20
Capital Investment Counsel, LLC
61,472$8.9M1.1%CoreLowDenver, CO2026-10-14
Strs Ohio
52,590$7.6M0.0%CoreMediumColumbus, OH2026-10-30
State of Alaska, Department of Revenue
51,057$7.4K0.0%CoreVery LowJuneau, AK2026-10-15
Dynamic Advisor Solutions LLC
49,103$7.1M0.2%ETFLowPhoenix, AZ2026-10-13
KBC Group NV
47,967$6.9K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Royal Fund Management, LLC
47,703$6.9M0.5%GrowthMediumLady Lake, FL2026-10-22
Hourglass Capital, LLC
46,850$6.8M1.4%ValueMediumHouston, TX2026-10-26
Citigroup Inc
46,588$6.7M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
44,096$6.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Amalgamated Bank
40,437$5.8K0.0%CoreVery LowNew York, NY2026-10-23
Beacon Financial Group
40,375$5.8M0.5%ETFMediumDallas, TX2026-10-19
Nisa Investment Advisors, LLC
36,465$5.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Willis Investment Counsel
36,253$5.2M0.3%CoreLowGainesville, GA2026-10-20
Thrivent Financial for Lutherans
33,550$4.8M0.0%GARPMediumMinneapolis, MN2026-11-05
Meridian Wealth Management, LLC
32,658$4.7M0.1%GrowthLowLexington, KY2026-11-05
Kestra Advisory Services, LLC
32,360$4.7M0.0%CoreLowAustin, TX2026-11-02
JB Capital LLC
31,780$4.6M0.2%ETFMediumWethersfield, CT2026-10-19
Mutual of America Capital Management LLC
31,741$4.6M0.0%IndexLowNew York, NY2026-10-23
Independent Solutions Wealth Management, LLC
30,081$4.3M0.6%GrowthLowWilliamsville, NY2026-10-28
Benedict Financial Advisors Inc
29,740$4.3M0.9%CoreVery LowAtlanta, GA2026-10-07
Ellerson Group Inc
27,306$4.3M2.5%GrowthLowAnnapolis, MD2026-11-04
DekaBank Deutsche Girozentrale
26,063$3.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Yousif Capital Management, LLC
25,943$3.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Louisiana State Employees Retirement System
25,900$3.7M0.1%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
25,312$3.6M0.0%CoreLowTrenton, NJ2026-11-05
1834 Investment Advisors Co
24,905$3.6M0.4%ValueLowMilwaukee, WI2026-10-16
Arizona State Retirement System
24,520$3.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
22,086$3.2M0.0%IndexVery LowTokyo, Mexico2026-10-20
Neos Investment Management LLC
21,207$3.1M0.0%IndexVery LowWestport, CT2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
20,797$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
Klingman & Associates, LLC
20,726$3.0M0.1%ETFVery LowNew York, NY2026-10-20
State of Michigan Retirement System
20,438$2.9M0.0%IndexLowEast Lansing, MI2026-10-27
Oppenheimer & Co Inc
19,847$2.9M0.0%CoreLowNew York, NY2026-10-26
Beese Fulmer Investment Management, Inc.
18,544$2.7M0.2%CoreLowCanton, OH2026-10-23
Hedeker Wealth, LLC
18,238$2.6M0.5%GrowthLowLincolnshire, IL2026-10-23
Oregon Public Employees Retirement Fund
18,004$2.6M0.0%IndexVery LowTigard, OR2026-10-30
Hennion & Walsh Asset Management, Inc.
17,527$2.5M0.1%ValueMediumParsippany, NJ2026-10-13
Prime Capital Investment Advisors, LLC
17,325$2.5M0.0%ETFLowOverland Park, KS2026-10-20
First American Bank
17,116$2.5M0.1%GrowthVery LowDundee, IL2026-10-27
Schaper Benz & Wise Investment Counsel Inc
16,663$2.4M0.2%CoreVery LowNeenah, WI2026-10-09
Choreo, LLC
16,453$2.4M0.0%IndexLowRockford, IL2026-10-28
Pensionfund PDN
15,700$2.3K1.3%YieldVery LowSittard, Philippines2026-10-05
Commonwealth Equity Services, LLC
15,316$2.2M0.0%ETFLowWaltham, MA2026-11-02
HB Wealth Management, LLC
14,129$2.0M0.0%IndexVery LowAtlanta, GA2026-10-23
Atria Investments, Inc
13,951$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Chicago Partners Investment Group LLC
13,442$2.1M0.0%GARPLowChicago, IL2026-10-27
Pictet Asset Management Holding SA
13,205$1.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wealth Advisory Solutions, LLC
13,095$1.9M0.4%ETFLowZionsville, IN2026-10-20
Sage Capital Management, LLC
13,059$1.9M0.7%ETFLowStockton, NJ2026-10-20
Prospera Financial Services Inc
12,983$2.0M0.0%CoreMediumDallas, TX2026-11-04
SWS Partners
12,676$1.8M0.4%GrowthMediumColumbus, OH2026-10-26
Knights of Columbus Asset Advisors LLC
12,367$1.8M0.1%CoreMediumNew Haven, CT2026-11-05
Ethic Inc.
12,259$1.8M0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
11,728$1.7M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Douglas Lane & Associates, LLC
11,649$1.7M0.0%ValueLowNew York, NY2026-10-09
Cambridge Investment Research Advisors, Inc.
11,603$1.7K0.0%ETFLowFairfield, IA2026-11-02
FIG Financial Advisory Services Inc
11,433$1.6M1.0%CoreVery HighOklahoma City, OK2026-10-07
LVW Advisors, LLC
11,061$1.6M0.1%CoreMediumPittsford, NY2026-10-19
Illinois Municipal Retirement Fund
10,854$1.6M0.0%CoreMediumOak Brook, IL2026-11-05
Westco Advisory Services Inc
10,832$1.6M0.9%GrowthLowLynbrook, NY2026-10-14
SEB Asset Management AB
10,342$1.5M0.0%CoreN/AStockholm, Sweden2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,112$1.5M0.0%GrowthVery LowSeattle, WA2026-10-27
Kornitzer Capital Management Inc
9,968$1.4M0.0%CoreLowShawnee Mission, KS2026-11-03
Applied Capital LLC
9,422$1.4M0.5%ValueLowHollywood, FL2026-10-07
Burney Co/
9,399$1.4M0.0%GARPMediumReston, VA2026-10-15
Marks Group Wealth Management, Inc
9,240$1.3M0.1%CoreMediumMinnetonka, MN2026-11-05
Brighton Jones LLC
8,568$1.2M0.0%CoreVery LowSeattle, WA2026-11-03
Swiss Life Asset Management Ltd
8,021$1.2M0.0%CoreLowZurich, Switzerland2026-11-03
Chesley Taft & Associates LLC
7,905$1.1M0.0%CoreLowChicago, IL2026-10-13
First Premier Bank
7,760$1.1K0.0%CoreVery LowSioux Falls, SD2026-10-13
Friedenthal Financial
7,459$1.1M0.5%ETFHighMarlton, NJ2026-10-27
Apollon Wealth Management, LLC
7,398$1.1M0.0%GrowthLowMount Pleasant, SC2026-10-23
Harrell Investment Partners, LLC
7,211$1.0M0.2%GrowthLowAustin, TX2026-10-15
Pensionfund Sabic
7,200$1.0K1.3%YieldVery LowSittard, Philippines2026-10-05
Accurate Wealth Management, LLC
7,085$1.0M0.1%CoreMediumWesley Chapel, FL2026-10-20
AlphaCore Capital LLC
6,907$995.4K0.0%ETFLowLa Jolla, CA2026-11-04
MGO One Seven LLC
6,835$984.9K0.0%GrowthLowBeachwood, OH2026-10-28
Glenview Trust Co
6,742$971.6K0.0%GrowthVery LowLouisville, KY2026-10-28
Victory Financial Group, LLC
6,738$971.0K0.1%ETFLowAustin, TX2026-10-27
D.A. Davidson & Co.
6,691$964.3K0.0%CoreLowGreat Falls, MT2026-10-28
MTM Investment Management, LLC
6,660$959.8K0.3%CoreVery LowSpartanburg, SC2026-10-30
Tributary Capital Management, LLC
6,449$929.4K0.1%ValueMediumOmaha, NE2026-10-28
iA Global Asset Management Inc.
6,356$9160.0%GrowthMediumQuebec, Austria2026-10-29
Evergreen Capital Management LLC
6,323$911.2K0.0%GARPMediumBellevue, WA2026-10-23
Aaron Wealth Advisors LLC
6,257$901.7K0.0%GrowthMediumChicago, IL2026-10-13
Provident Investment Management, Inc.
6,230$897.8K0.1%CoreMediumNovi, MI2026-10-23
Tred Avon Family Wealth, LLC
6,140$884.8K0.3%CoreLowEaston, MD2026-10-20
Certuity, LLC
6,002$865.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Revisor Wealth Management LLC
5,834$858.2K0.2%CoreLowAkron, OH2026-10-20
Inscription Capital, LLC
5,795$835.1K0.1%GARPMediumHouston, TX2026-11-02
Virginia Retirement Systems ET Al
5,700$821.4K0.0%CoreMediumRichmond, VA2026-10-28
Kuhn & Co Investment Counsel
5,500$792.6K0.4%CoreLowChicago, IL2026-10-29
Greenleaf Trust
5,494$791.7K0.0%CoreLowKalamazoo, MI2026-10-29
HUB Investment Partners, LLC
5,449$785.3K0.0%GrowthLowAustin, TX2026-11-03
Everett Harris & Co
5,400$778.2K0.0%CoreVery LowLos Angeles, CA2026-10-28
NorthCrest Asset Manangement, LLC
5,387$784.8K0.0%GrowthLowPlymouth, MN2026-10-13
Inspire Investing, LLC
5,307$764.8K0.0%GARPHighMeridian, ID2026-10-22
HF Advisory Group, LLC
5,298$763.5K0.2%ValueLowAnnapolis, MD2026-10-09
Carret Asset Management, LLC
5,275$760.2K0.1%CoreVery LowNew York, NY2026-11-04
Ascentis Independent Advisors
5,053$728.2K0.0%ETFLowDallas, TX2026-11-03
Clear Creek Financial Management, LLC
5,008$721.7K0.1%ETFMediumSilverdale, WA2026-10-28
Segment Wealth Management, LLC
4,850$698.9K0.0%CoreLowHouston, TX2026-10-26
Alpha Omega Wealth Management LLC
4,719$680.1K0.1%ValueLowRichmond, VA2026-10-23
Woodward Diversified Capital, LLC
4,617$665.3K0.3%CoreLowBakersfield, CA2026-10-21
Penobscot Investment Management Company, Inc.
4,524$652.0K0.0%GrowthLowBoston, MA2026-10-26
Lecap Asset Management LTD
4,483$646.0K0.3%ValueVery HighLondon, United Kingdom2026-10-27
Powell Investment Advisors, LLC
4,438$639.6K0.2%ETFVery LowMiami, FL2026-10-22
First Citizens Bank & Trust Co
4,361$628.5K0.0%CoreMediumRaleigh, NC2026-10-14
Crestwood Advisors Group, LLC
4,345$626.2K0.0%GrowthLowBoston, MA2026-10-27
Uhlmann Price Securities, LLC
4,340$625.4K0.0%Agg GrowthLowSkokie, IL2026-11-03
Brookstone Capital Management
4,307$620.6K0.0%ETFMediumWheaton, IL2026-10-22
Lanark Financial, Inc.
4,236$610.5K0.0%CoreMediumBirmingham, AL2026-10-26
Lido Advisors, LLC
4,152$598.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Meixler Investment Management, Ltd.
4,064$585.7K0.3%YieldMediumShow Low, AZ2026-11-03
Atticus Wealth Management, LLC
4,031$581.0K0.1%ETFLowPalm Beach Gardens, FL2026-10-20
OpenArc Corporate Advisory, LLC
4,002$576.7K0.0%GrowthLowAtlanta, GA2026-10-21
Krilogy Financial LLC
3,987$585.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Y-Intercept (Hong Kong) Ltd
3,963$571.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Convergence Financial, LLC
3,914$564.1K0.1%ETFMediumColumbia, MO2026-10-27
Fulcrum Capital LLC
3,704$533.8K0.1%GrowthLowSeattle, WA2026-10-15
Versant Capital Management, Inc
3,476$500.9K0.0%GARPLowPhoenix, AZ2026-10-02
Exchange Traded Concepts, LLC
3,468$499.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
WealthBridge Capital Management, LLC
3,412$491.7K0.1%ETFLowWesterville, OH2026-10-16
Fifth Third Wealth Advisors LLC
3,347$482.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Larson Financial Group LLC
3,322$478.8K0.0%GrowthLowSt Louis, MO2026-11-05
ProShare Advisors LLC
3,311$477.1K0.0%GrowthLowBethesda, MD2026-10-29
Gallacher Capital Management LLC
3,200$461.2K0.4%ValueMediumLone Tree, CO2026-10-30
Viewpoint Investment Partners Corp
3,100$446.7K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Concurrent Investment Advisors, LLC
3,090$445.3K0.0%GrowthMediumTampa, FL2026-10-16
TD Waterhouse Canada Inc.
3,063$438.9K0.0%CoreLowToronto, Australia2026-10-16
Guardian Partners Inc.
3,053$440.0K0.0%ValueMediumToronto, South Africa2026-10-21
SeaBridge Investment Advisors LLC
2,978$429.2K0.1%GrowthMediumSummit, NJ2026-11-02
EverSource Wealth Advisors, LLC
2,886$415.9K0.0%CoreMediumBirmingham, AL2026-11-04
Mitchell Sinkler & Starr
2,851$410.9K0.2%CoreVery LowPhiladelphia, PA2026-10-13
Praxis Investment Management Inc
2,846$410.0K0.0%CoreLowGoshen, IN2026-11-03
Crossmark Global Holdings, Inc.
2,846$410.1K0.0%GARPMediumHouston, TX2026-10-21
NovaPoint Capital, LLC
2,776$400.0K0.1%CoreLowAtlanta, GA2026-10-22
CIBC Asset Management Inc
2,752$396.6K0.0%GARPLowToronto, South Africa2026-11-05
Wedmont Private Capital
2,716$395.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Murphy Pohlad Asset Management LLC
2,703$389.5K0.1%ValueLowEden Prairie, MN2026-10-22
Simplicity Wealth,LLC
2,653$382.3K0.0%ETFLowSummit, NJ2026-10-23
Gateway Investment Advisers LLC
2,643$380.8K0.0%GrowthLowCincinnati, OH2026-10-13
MBL Wealth, LLC
2,639$380.3K0.0%ETFLowCharlotte, NC2026-10-22
North Dakota State Investment Board
2,613$376.6K0.0%GrowthMediumBismarck, ND2026-10-27
McGlone Suttner Wealth Management, Inc.
2,606$375.5K0.0%ETFVery LowAppleton, WI2026-10-13
Platform Technology Partners
2,549$367.3K0.1%CoreVery LowLocust Valley, NY2026-11-02
Park Avenue Securities LLC
2,496$3600.0%ETFMediumNew York, NY2026-10-26
Centurion Wealth Management LLC
2,458$354.2K0.1%ETFMediumMclean, VA2026-10-13
Farther Finance Advisors, LLC
2,432$350.5K0.0%IndexLowSan Francisco, CA2026-10-08
Simon Quick Advisors, LLC
2,421$348.9K0.0%ETFLowMorristown, NJ2026-10-26
Virtue Capital Management, LLC
2,376$342.4K0.0%GrowthHighBrentwood, TN2026-10-29
Flagship Harbor Advisors, LLC
2,356$339.5K0.0%ETFMediumBoston, MA2026-10-26
Moody National Bank Trust Division
2,284$329.1K0.0%CoreMediumGalveston, TX2026-10-06
Rosenberg Matthew Hamilton
2,279$328.4K0.1%ETFVery LowGrand Junction, CO2026-10-05
Beacon Investment Advisory Services, Inc.
2,225$320.6K0.0%GrowthLowMorristown, NJ2026-10-13
Cypress Wealth Services, LLC
2,211$320.0K0.0%ETFLowPalm Desert, CA2026-10-21
Gamma Investing LLC
2,199$316.9K0.0%IndexVery LowFoster City, CA2026-10-08
Interchange Capital Partners, LLC
2,194$316.2K0.1%GrowthLowPittsburgh, PA2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
2,175$313.4K0.0%GrowthVery LowBoston, MA2026-10-23
Raleigh Capital Management Inc.
2,151$309.9K0.1%CoreMediumCary, NC2026-10-28
Frank, Rimerman Advisors LLC
2,129$306.8K0.0%GrowthLowPalo Alto, CA2026-10-16
Principle Wealth Partners LLC
2,096$302.0K0.0%CoreVery LowMadison, CT2026-11-02
Private Trust Co NA
2,056$296.3K0.0%CoreLowCleveland, OH2026-10-20
Flaharty Asset Management, LLC
1,995$287.5K1.6%ETFLowClearwater, FL2026-11-02
Cornerstone Wealth Group, LLC
1,969$283.8K0.0%CoreMediumHuntersville, NC2026-11-02
Sterling Capital Management LLC
1,958$282.2K0.0%GARPMediumCharlotte, NC2026-10-22
Wedbush Securities Inc
1,957$2820.0%CoreLowPasadena, CA2026-10-22
Oppenheimer Asset Management Inc.
1,956$281.9K0.0%CoreMediumNew York, NY2026-10-27
Carnegie Investment Counsel
1,930$278.1K0.0%CoreLowPepper Pike, OH2026-10-20
Creative Financial Designs Inc
1,914$275.8K0.0%ETFMediumKokomo, IN2026-11-04
Ashton Thomas Private Wealth, LLC
1,913$275.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Heartwood Wealth Advisors LLC
1,904$274.4K0.0%ETFLowRichmond, VA2026-10-05
Abound Wealth Management
1,900$273.8K0.1%ETFVery LowFranklin, TN2026-10-26
Sagespring Wealth Partners, LLC
1,852$266.9K0.0%ETFLowFranklin, TN2026-10-22
Levin Capital Strategies, L.P.
1,851$266.7K0.0%ValueMediumNew York, NY2026-11-02
Regions Financial Corp
1,831$263.9K0.0%CoreLowBirmingham, AL2026-11-05
Strategic Blueprint, LLC
1,814$261.4K0.0%ETFLowAtlanta, GA2026-10-22
Vision Capital Management, Inc.
1,800$259.4K0.0%CoreVery LowPortland, OR2026-10-20
Moran Wealth Management, LLC
1,797$259.0K0.0%CoreMediumNaples, FL2026-10-22
Profund Advisors LLC
1,784$257.1K0.0%GrowthLowBethesda, MD2026-10-29
Master's Wealth Management Inc.
1,781$256.6K0.1%ETFMediumLancaster, PA2026-10-22
Elevation Point Wealth Partners, LLC
1,770$255.1K0.0%CoreHighDenver, CO2026-11-05
TD Private Client Wealth LLC
1,759$253.5K0.0%ETFLowNew York, NY2026-10-28
Vise Technologies, Inc.
1,716$247.2K0.0%IndexLowNew York, NY2026-10-29
Hilton Head Capital Partners, LLC
1,699$244.8K0.1%CoreMediumHilton Head Island, SC2026-10-23
Blackston Financial Advisory Group, LLC
1,684$242.7K0.1%ETFLowThe Villages, FL2026-11-04
Ignite Planners, LLC
1,672$241.0K0.0%CoreLowSan Clemente, CA2026-10-14
Harbour Trust & Investment Management Co
1,630$234.9K0.0%GrowthLowMichigan City, IN2026-10-28
ZWJ Investment Counsel Inc
1,607$231.6K0.0%CoreLowAtlanta, GA2026-10-15
Axxcess Wealth Management, LLC
1,607$231.5K0.0%CoreLowCarlsbad, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,593$229.6K0.0%GARPLowMansfield, OH2026-10-27
Spire Wealth Management
1,588$228.8K0.0%GrowthMediumMclean, VA2026-10-30
Signaturefd, LLC
1,576$227.1K0.0%IndexLowAtlanta, GA2026-10-23
Alliance Wealth Advisors, LLC
1,554$223.9K0.1%CoreVery LowScranton, PA2026-10-14
Compass Financial Group, Inc
1,554$223.9K0.0%ETFVery LowSioux Falls, SD2026-10-13
IFP Advisors, Inc
1,547$222.9K0.0%GrowthLowTampa, FL2026-10-16
Integrated Advisors Network LLC
1,547$222.9K0.0%GrowthMediumDallas, TX2026-10-20
Optivise Advisory Services LLC
1,529$220.3K0.1%ETFMediumFranklin, TN2026-10-19
W Advisors, LLC
1,528$220.2K0.1%CoreLowGermantown, TN2026-11-02
VestGen Advisors, LLC
1,523$219.5K0.0%GrowthMediumChicago, IL2026-10-27
Armor Investment Advisors, LLC
1,500$216.2K0.1%ETFLowRaleigh, NC2026-10-27
Perigon Wealth Management, LLC
1,480$213.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Triad Wealth Partners, LLC
1,475$212.5K0.0%ETFMediumLawrence, KS2026-10-26
Legacy Capital Wealth Partners, LLC
1,464$210.9K0.0%CoreMediumLittle Rock, AR2026-10-21
WealthPoint Financial, LLC
1,458$210.1K0.1%ETFMediumCramerton, NC2026-11-03
Parallel Advisors, LLC
1,450$209.0K0.0%IndexLowSan Francisco, CA2026-11-03
Jamison Private Wealth Management, Inc.
1,436$207.0K0.0%GrowthVery LowMilton, GA2026-10-14
Procyon Advisors, LLC
1,435$206.8K0.0%CoreVery LowShelton, CT2026-10-21
WealthPlan Investment Management, LLC
1,427$205.6K0.0%GrowthMediumOmaha, NE2026-10-15
Pension & Wealth Management Advisors, Inc.
1,380$198.9K0.0%ETFLowWaltham, MA2026-10-16
Unique Wealth Strategies, LLC
1,293$201.7K0.1%CoreMediumBurr Ridge, IL2026-10-13
M Holdings Securities, Inc.
1,287$2030.0%ETFHighPortland, OR2026-11-03
Wilmington Savings Fund Society, FSB
1,280$184.5K0.0%CoreLowWilmington, DE2026-10-23
Essential Partners LLC
1,158$166.9K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Bfsg, LLC
1,147$165.3K0.0%CoreLowIrvine, CA2026-10-30
Cape Investment Advisory, Inc.
1,138$164.0K0.0%ETFLowMcdonough, GA2026-10-13
Bokf, NA
1,074$154.8K0.0%CoreLowTulsa, OK2026-10-27
Financial Consulate, Inc
1,060$152.7K0.0%ETFLowHunt Valley, MD2026-10-23
Meriwether Wealth & Planning, LLC
995$143.4K0.1%ETFMediumMinden, LA2026-10-13
Reap Financial Group, LLC
948$136.6K0.0%ETFLowAustin, TX2026-11-02
Root Financial Partners, LLC
827$119.1K0.0%ETFMediumEncinitas, CA2026-10-21
Markowski Investments
818$117.9K0.0%ETFN/ATampa, FL2026-10-30
True Wealth Design, LLC
807$116.3K0.0%ETFMediumAkron, OH2026-10-13
Harbor Investment Advisory, LLC
772$111.3K0.0%GrowthLowLutherville, MD2026-10-13
Heritage Family Offices, LLP
755$108.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Planning Strategies Inc.
606$87.3K0.1%ETFN/ALancaster, PA2026-10-02
Elyxium Wealth, LLC
559$80.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Birch Financial Group, LLC
558$80.4K0.0%CoreLowKeene, NH2026-10-27
Elevation Wealth Partners, LLC
536$77.2K0.0%ETFLowWalnut Creek, CA2026-10-07
SJS Investment Consulting Inc.
533$76.8K0.0%ETFVery LowSylvania, OH2026-10-26
Latitude Advisors, LLC
511$73.6K0.0%ETFLowYorkville, IL2026-10-27
Blue Trust, Inc.
418$60.2K0.0%ETFLowBrentwood, TN2026-10-15
V-Square Quantitative Management LLC
357$51.4K0.0%CoreLowChicago, IL2026-10-15
MassMutual Private Wealth & Trust, FSB
343$49.4K0.0%CoreLowSpringfield, MA2026-10-05
Tobam
322$46.0K0.0%ValueHighParis, India2026-11-03
Simplex Trading, LLC
313$45.1K0.0%CoreVery HighChicago, IL2026-11-04
CX Institutional
311$450.0%CoreMediumAuburn, IN2026-10-02
CoreCap Advisors, LLC
305$44.0K0.0%ETFMediumSouthfield, MI2026-10-08
Provenance Wealth Advisors, LLC
291$41.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Atlantic Edge Private Wealth Management, LLC
281$40.5K0.0%CoreLowJacksonville, FL2026-10-20
Beacon Financial Strategies Corp
280$40.4K0.0%ETFVery LowRaleigh, NC2026-10-14
Compass Financial Management LLC
268$38.6K0.0%CoreN/ATampa, FL2026-10-30
Cullen T Bankers, Inc.
221$31.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Caitong International Asset Management Co., Ltd
192$27.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hurley Capital, LLC
183$26.4K0.0%GARPMediumNew York, NY2026-11-05
Fortitude Family Office, LLC
181$26.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Gen-Wealth Partners Inc
180$25.9K0.0%CoreLowZeeland, MI2026-11-04
Eastern Bank
179$25.8K0.0%GrowthMediumBoston, MA2026-10-05
Parkside Financial Bank & Trust
163$23.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Virginia Estate & Retirement Planning Advisors Inc.
155$22.3K0.0%ETFLowGlen Allen, VA2026-10-14
Montag A & Associates Inc
155$22.3K0.0%CoreLowAtlanta, GA2026-10-29
First Horizon Corp
150$21.6K0.0%CoreLowMemphis, TN2026-10-26
Capital Advisors, Ltd. LLC
144$210.0%ETFLowShaker Heights, OH2026-10-27
GoalVest Advisory LLC
133$19.2K0.0%ETFMediumNew York, NY2026-10-02
Physician Wealth Advisors, Inc.
132$19.0K0.0%ETFMediumMidvale, UT2026-10-20
Bare Financial Services, Inc
111$16.0K0.0%ETFVery LowGap, PA2026-11-04
Owl Creek Wealth Partners LLC
102$14.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Signature Equity Partners, LLC
100$14.4K0.0%GrowthMediumColumbus, OH2026-10-29
Madden Securities Corp
100$14.4K0.0%GrowthMediumDallas, TX2026-10-27
Pittenger & Anderson Inc
98$14.1K0.0%CoreLowLincoln, NE2026-11-02
Private Wealth Management Group, LLC
91$13.1K0.0%ETFLowPrinceton, NJ2026-10-19
Salomon & Ludwin, LLC
86$12.4K0.0%ETFVery LowRichmond, VA2026-10-29
Nfsg Corp
80$11.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Silver Grove Financial Group, Inc.
77$11.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Valley National Advisers Inc
75$10.8K0.0%ETFLowBethlehem, PA2026-10-23
Farmers & Merchants Investments Inc
75$10.8K0.0%CoreVery LowLincoln, NE2026-10-22
Concord Wealth Partners
74$10.7K0.0%GrowthLowAbingdon, VA2026-11-02
Retirement Wealth Solutions LLC
74$10.7K0.0%ETFLowMarshfield, WI2026-10-07
Mather Group, Llc.
72$10.4K0.0%ETFMediumChicago, IL2026-10-14
KFG LLC
72$10.4K0.0%ETFN/ARapid City, SD2026-11-02
New England Capital Financial Advisors LLC
70$10.1K0.0%ETFLowMeriden, CT2026-11-03
Community Financial Services Group, LLC
60$8.6K0.0%GrowthLowNewport, VT2026-10-15
Covestor Ltd
58$80.0%ValueHighLondon, United Kingdom2026-10-30
Strengthening Families & Communities, LLC
43$6.3K0.0%CoreMediumBoston, MA2026-10-21
North Star Investment Management Corp.
40$5.8K0.0%CoreLowChicago, IL2026-10-27
High Note Wealth, LLC
38$5.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Asset Dedication, LLC
35$5.0K0.0%ETFLowSan Francisco, CA2026-11-03
Bullock Wealth Management Group
27$3.9K0.0%GrowthLowBloomington, IN2026-10-09
Cromwell Holdings LLC
26$3.7K0.0%IndexLowJackson, WY2026-10-28
Triumph Capital Management
25$3.6K0.0%ETFMediumDenver, CO2026-10-14
Ares Financial Consulting, LLC
25$3.6K0.0%CoreLowCalabasas, CA2026-10-19
Kingdom Financial Group Llc.
24$3.5K0.0%ETFMediumPeoria, AZ2026-11-04
Sunrise Financial Services, LLC
23$3.3K0.0%ETFMediumBurien, WA2026-10-21
Caldwell Trust Co
16$2.3K0.0%GrowthLowVenice, FL2026-10-30
James T. Borello RIA
12$1.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
UMB Private Wealth Management, LLC
11$1.6K0.0%GrowthN/AKansas City, MO2026-10-19
Hughes Financial Services, LLC
9$1.4K0.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
9$1.3K0.0%ETFLowSan Diego, CA2026-10-28
Security National Bank
9$1.3K0.0%GrowthLowOmaha, NE2026-10-26
Financial Management Professionals, Inc.
7$1.0K0.0%ETFMediumAustin, TX2026-10-23
TFC Financial Management, Inc.
7$1.0K0.0%ETFVery LowBoston, MA2026-10-26
Avion Wealth
7$1.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Golden State Wealth Management, LLC
6$8650.0%ETFMediumSanta Ana, CA2026-11-02
DecisionPoint Financial, LLC
5$7170.0%ETFVery LowMesa, AZ2026-10-27
Marquette Asset Management, LLC
4$5770.0%ETFVery LowMinneapolis, MN2026-10-09
Rossby Financial, LCC
4$5760.0%ETFMediumMelbourne, FL2026-11-05
Center for Financial Planning, Inc.
4$5760.0%ETFLowSouthfied, MI2026-10-26
Arlington Trust Co LLC
4$5760.0%ETFMediumBirmingham, AL2026-10-20
Maseco LLP
2$2880.0%ETFVery LowLondon, United Kingdom2026-10-27
Leonteq Securities AG
2$2880.0%CoreHighZurich, Switzerland2026-10-29
Align Financial, LLC
2$2880.0%ETFVery LowHermantown, MN2026-10-16
GHP Investment Advisors, Inc.
1$1450.0%CoreVery LowDenver, CO2026-10-15
MV Capital Management, Inc.
1$1450.0%ETFLowBethesda, MD2026-10-29
American Capital Advisory, LLC
1$1450.0%ETFLowKetchum, ID2026-10-28
StrongBox Wealth, LLC
1$1440.0%GrowthLowLee'S Summit, MO2026-11-02
WPG Advisers, LLC
1$1440.0%CoreLowBaltimore, MD2026-10-27
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02