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Lazard Inc (LAZ)

CUSIP: 52110M109 | NYSE | Financial Services · Capital Markets | Mid Cap | 649 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.10,871,33511.2%New 5%+ stakeAug 31, 20269,038,924 sh (Jun 30, 2026)
13G/ABlackRock, Inc.10,871,335
11.2% of class · Aug 31, 2026New 5%+ stake
9,038,924 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Fisher Asset Management, LLC2,198,179
0.0% of portfolio›$79.6M
Dimensional Fund Advisors LP2,104,358
0.0% of portfolio›$76.2M
Geode Capital Management, LLC1,761,137
0.0% of portfolio›$63.8M
Principal Financial Group Inc1,617,966
0.0% of portfolio›$58.6M
Bank of New York Mellon Corp725,105
0.0% of portfolio›$26.3M
Amundi527,026
0.0% of portfolio›$19.1M
Algebris (UK) LTD343,290
0.7% of portfolio›$12.4M
Levin Capital Strategies, L.P.311,794
0.8% of portfolio›$11.3M
State of Alaska, Department of Revenue268,412
0.0% of portfolio›$9.7K
Buck Wealth Strategies, LLC262,475
0.9% of portfolio›$9.5M
Russell Investments Group, Ltd.239,490
0.0% of portfolio›$8.7M
Ranger Investment Management, L.P.233,700
0.8% of portfolio›$8.5M
Crestwood Advisors Group, LLC195,946
0.1% of portfolio›$7.1M
Citigroup Inc169,805
0.0% of portfolio›$6.2M
Channing Capital Management, LLC143,878
0.1% of portfolio›$5.2M
Cambiar Investors LLC106,388
0.2% of portfolio›$3.9M
Van Berkom & Associates Inc.84,889
0.2% of portfolio›$3.1M
Thrivent Financial for Lutherans69,072
0.0% of portfolio›$2.5M
Illinois Municipal Retirement Fund58,063
0.0% of portfolio›$2.1M
Paulson Wealth Management Inc.48,762
0.4% of portfolio›$1.8M
Lido Advisors, LLC46,619
0.0% of portfolio›$1.7M
Wilmington Savings Fund Society, FSB46,085
0.0% of portfolio›$1.7M
Moran Wealth Management, LLC42,821
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System41,500
0.0% of portfolio›$1.5M
Robertson Stephens Wealth Management, LLC38,071
0.0% of portfolio›$1.4M
Natixis34,534
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D34,326
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC33,679
0.0% of portfolio›$1.2M
LPL Financial LLC32,968
0.0% of portfolio›$1.2M
Great Lakes Retirement, Inc.30,663
0.1% of portfolio›$1.1M
Deutsche Bank Ag\29,370
0.0% of portfolio›$1.1M
Arizona State Retirement System27,737
0.0% of portfolio›$1.0M
Amalgamated Bank27,113
0.0% of portfolio›$982
Maryland State Retirement & Pension System26,350
0.0% of portfolio›$954.7K
Yousif Capital Management, LLC24,801
0.0% of portfolio›$898.5K
Oppenheimer & Co Inc24,082
0.0% of portfolio›$872.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS22,961
0.0% of portfolio›$831.9K
Creative Planning22,039
0.0% of portfolio›$798.5K
Oregon Public Employees Retirement Fund21,886
0.0% of portfolio›$792.9K
Autumn Glory Partners, LLC21,084
0.2% of portfolio›$763.9K
Truist Financial Corp20,829
0.0% of portfolio›$754.6K
Fifth Third Bancorp20,591
0.0% of portfolio›$746.0K
Oliver Luxxe Assets LLC19,386
0.1% of portfolio›$702.4K
Davenport & Co LLC18,406
0.0% of portfolio›$666.9K
Frank, Rimerman Advisors LLC16,649
0.0% of portfolio›$603.2K
Gilman Hill Asset Management, LLC16,225
0.1% of portfolio›$587.8K
Counterpoint Mutual Funds LLC16,183
0.1% of portfolio›$586.3K
Pictet Asset Management Holding SA15,758
0.0% of portfolio›$570.9K
Wealth Enhancement Advisory Services, LLC15,267
0.0% of portfolio›$546.9K
MacKenzie Financial Corp15,166
0.0% of portfolio›$549.5K
Barclays PLC14,697
0.0% of portfolio›$532.5K
TD Waterhouse Canada Inc.13,129
0.0% of portfolio›$478.5K
Pinnacle Associates LTD12,526
0.0% of portfolio›$453.8K
Mutual of America Capital Management LLC12,102
0.0% of portfolio›$438.5K
Claro Advisors Inc.12,086
0.0% of portfolio›$437.9K
Keybank National Association11,961
0.0% of portfolio›$433.3K
Lecap Asset Management LTD11,767
0.2% of portfolio›$426.3K
Lawood & Co11,210
0.3% of portfolio›$406.1K
Shulman DeMeo Asset Management LLC10,304
0.1% of portfolio›$363.5K
iA Global Asset Management Inc.9,691
0.0% of portfolio›$351
TD Private Client Wealth LLC8,859
0.0% of portfolio›$321.0K
New York State Teachers Retirement System8,807
0.0% of portfolio›$319
Cambridge Investment Research Advisors, Inc.8,398
0.0% of portfolio›$304
GW Henssler & Associates LTD8,241
0.0% of portfolio›$298.6K
Xponance LLC8,154
0.0% of portfolio›$295.4K
North Star Investment Management Corp.7,800
0.0% of portfolio›$282.6K
Vise Technologies, Inc.7,521
0.0% of portfolio›$272.5K
Virginia Retirement Systems ET Al7,200
0.0% of portfolio›$260.9K
Hilltop National Bank7,093
0.1% of portfolio›$257.0K
Swiss Life Asset Management Ltd6,655
0.0% of portfolio›$241.1K
CIBC Asset Management Inc6,504
0.0% of portfolio›$235.6K
OpenArc Corporate Advisory, LLC5,947
0.0% of portfolio›$215.5K
Kestra Investment Management, LLC5,924
0.0% of portfolio›$214.6K
HUB Investment Partners, LLC5,826
0.0% of portfolio›$211.1K
Compound Planning, Inc.5,781
0.0% of portfolio›$209.4K
KBC Group NV4,178
0.0% of portfolio›$151
Assetmark, Inc3,152
0.0% of portfolio›$114.2K
PNC Financial Services Group, Inc.2,680
0.0% of portfolio›$97.1K
Farther Finance Advisors, LLC2,500
0.0% of portfolio›$90.6K
Sterling Capital Management LLC2,381
0.0% of portfolio›$86.3K
Bayforest Capital Ltd2,324
0.1% of portfolio›$84.2K
Axiom Investment Management LLC2,100
0.1% of portfolio›$76.1K
Nykredit A/S2,074
0.0% of portfolio›$75.1K
State of Wyoming1,917
0.0% of portfolio›$69.5K
Gamma Investing LLC1,872
0.0% of portfolio›$67.8K
Parallel Advisors, LLC1,712
0.0% of portfolio›$62.0K
Pinnacle Wealth Planning Services, Inc.1,383
0.0% of portfolio›$50.1K
Strs Ohio1,343
0.0% of portfolio›$48.7K
Parkside Financial Bank & Trust1,327
0.0% of portfolio›$48.1K
Salomon & Ludwin, LLC1,022
0.0% of portfolio›$37.0K
Allworth Financial LP994
0.0% of portfolio›$41.7K
Roxbury Financial LLC984
0.0% of portfolio›$35.7K
Compass Financial Management LLC980
0.0% of portfolio›$35.5K
Covestor Ltd847
0.0% of portfolio›$31
Triumph Capital Management800
0.0% of portfolio›$29.0K
US Bancorp \de\710
0.0% of portfolio›$25.7K
Southern Michigan Bank & Trust650
0.0% of portfolio›$23.6K
Quest 10 Wealth Builders, Inc.645
0.0% of portfolio›$23.4K
IFP Advisors, Inc607
0.0% of portfolio›$22.0K
Richardson Financial Services Inc.590
0.0% of portfolio›$21.4K
Nisa Investment Advisors, LLC587
0.0% of portfolio›$21.3K
Bokf, NA500
0.0% of portfolio›$18.1K
Signaturefd, LLC469
0.0% of portfolio›$17.0K
EverSource Wealth Advisors, LLC462
0.0% of portfolio›$16.7K
Mitsubishi UFJ Asset Management Co., Ltd.458
0.0% of portfolio›$16.6K
Root Financial Partners, LLC400
0.0% of portfolio›$14.5K
Central Trust Co400
0.0% of portfolio›$14.5K
Spire Wealth Management383
0.0% of portfolio›$13.9K
Essential Partners LLC376
0.0% of portfolio›$13.6K
Highline Wealth Partners LLC325
0.0% of portfolio›$11.8K
MassMutual Private Wealth & Trust, FSB318
0.0% of portfolio›$11.5K
Boyd Watterson Asset Management LLC317
0.0% of portfolio›$11.5K
SJS Investment Consulting Inc.293
0.0% of portfolio›$10.6K
UMB Private Wealth Management, LLC208
0.0% of portfolio›$7.5K
Lanark Financial, Inc.208
0.0% of portfolio›$7.5K
JFS Wealth Advisors, LLC193
0.0% of portfolio›$7.0K
Mather Group, Llc.193
0.0% of portfolio›$7.0K
Larson Financial Group LLC142
0.0% of portfolio›$5.1K
Laurel Wealth Advisors LLC120
0.0% of portfolio›$4.3K
Advocate Investing Services LLC100
0.0% of portfolio›$3.6K
UMB Bank, n.a.99
0.0% of portfolio›$3.6K
Farmers & Merchants Investments Inc96
0.0% of portfolio›$3.5K
Clark Wealth Partners95
0.0% of portfolio›$3.4K
RMG Wealth Management LLC75
0.0% of portfolio›$2.8K
City State Bank75
0.0% of portfolio›$2.7K
True Wealth Design, LLC66
0.0% of portfolio›$2.4K
American Capital Advisory, LLC66
0.0% of portfolio›$2.4K
Fortitude Family Office, LLC64
0.0% of portfolio›$2.3K
Silver Grove Financial Group, Inc.60
0.0% of portfolio›$2.2K
Provenance Wealth Advisors, LLC59
0.0% of portfolio›$2.1K
Creative Capital Management Investments LLC48
0.0% of portfolio›$1.7K
Noble Wealth Management PBC46
0.0% of portfolio›$1.7K
Versant Capital Management, Inc40
0.0% of portfolio›$1.4K
CX Institutional38
0.0% of portfolio›$1
Bare Financial Services, Inc38
0.0% of portfolio›$1.4K
Mosley Wealth Management35
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC33
0.0% of portfolio›$1.2K
Westside Investment Management, Inc.30
0.0% of portfolio›$1.1K
Clearstead Advisors, LLC29
0.0% of portfolio›$1.1K
Burk Holdings LLC28
0.0% of portfolio›$1.0K
Valley National Advisers Inc25
0.0% of portfolio›$906
Cromwell Holdings LLC21
0.0% of portfolio›$761
Cedar Mountain Advisors, LLC19
0.0% of portfolio›$688
Planning Strategies Inc.15
0.0% of portfolio›$543
Bay Harbor Wealth Management, LLC14
0.0% of portfolio›$507
Gilpin Wealth Management, LLC12
0.0% of portfolio›$435
Key Capital Management, Inc11
0.0% of portfolio›$399
Meriwether Wealth & Planning, LLC9
0.0% of portfolio›$326
DiNuzzo Private Wealth, Inc.8
0.0% of portfolio›$290
Financial Consulate, Inc8
0.0% of portfolio›$290
Proathlete Wealth Management LLC7
0.0% of portfolio›$253
Quaker Wealth Management, LLC6
0.0% of portfolio›$218
Elyxium Wealth, LLC6
0.0% of portfolio›$217
DecisionPoint Financial, LLC2
0.0% of portfolio›$73
Tounjian Advisory Partners, LLC2
0.0% of portfolio›$59
3 Factor Indexing, LLC2
0.0% of portfolio›$73
Nfsg Corp2
0.0% of portfolio›$72
Maryland Capital Advisors Inc.1
0.0% of portfolio›$37
James T. Borello RIA1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Fisher Asset Management, LLC
2,198,179$79.6M0.0%CoreLowPlano, TX2026-11-06
Dimensional Fund Advisors LP
2,104,358$76.2M0.0%IndexLowAustin, TX2026-11-04
Geode Capital Management, LLC
1,761,137$63.8M0.0%IndexVery LowBoston, MA2026-11-06
Principal Financial Group Inc
1,617,966$58.6M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
725,105$26.3M0.0%CoreLowNew York, NY2026-11-05
Amundi
527,026$19.1M0.0%CoreMediumParis, India2026-11-06
Algebris (UK) LTD
343,290$12.4M0.7%Deep ValueHighLondon, United Kingdom2026-11-06
Levin Capital Strategies, L.P.
311,794$11.3M0.8%ValueMediumNew York, NY2026-11-02
State of Alaska, Department of Revenue
268,412$9.7K0.0%CoreVery LowJuneau, AK2026-10-15
Buck Wealth Strategies, LLC
262,475$9.5M0.9%ValueMediumDenver, CO2026-10-28
Russell Investments Group, Ltd.
239,490$8.7M0.0%CoreLowSeattle, WA2026-11-06
Ranger Investment Management, L.P.
233,700$8.5M0.8%CoreMediumDallas, TX2026-11-06
Crestwood Advisors Group, LLC
195,946$7.1M0.1%GrowthLowBoston, MA2026-10-27
Citigroup Inc
169,805$6.2M0.0%CoreMediumNew York, NY2026-11-04
Channing Capital Management, LLC
143,878$5.2M0.1%ValueHighChicago, IL2026-11-02
Cambiar Investors LLC
106,388$3.9M0.2%ValueMediumDenver, CO2026-11-04
Van Berkom & Associates Inc.
84,889$3.1M0.2%Deep ValueMediumMontreal, Austria2026-11-04
Thrivent Financial for Lutherans
69,072$2.5M0.0%GARPMediumMinneapolis, MN2026-11-05
Illinois Municipal Retirement Fund
58,063$2.1M0.0%CoreMediumOak Brook, IL2026-11-05
Paulson Wealth Management Inc.
48,762$1.8M0.4%ETFLowWest Palm Beach, FL2026-11-02
Lido Advisors, LLC
46,619$1.7M0.0%GrowthLowLos Angeles, CA2026-11-04
Wilmington Savings Fund Society, FSB
46,085$1.7M0.0%CoreLowWilmington, DE2026-10-23
Moran Wealth Management, LLC
42,821$1.6M0.0%CoreMediumNaples, FL2026-10-22
Louisiana State Employees Retirement System
41,500$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Robertson Stephens Wealth Management, LLC
38,071$1.4M0.0%ETFMediumSan Francisco, CA2026-10-16
Natixis
34,534$1.3M0.0%GARPHighParis, India2026-11-06
State of New Jersey Common Pension Fund D
34,326$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Commonwealth Equity Services, LLC
33,679$1.2M0.0%ETFLowWaltham, MA2026-11-02
LPL Financial LLC
32,968$1.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Great Lakes Retirement, Inc.
30,663$1.1M0.1%GrowthLowSandusky, OH2026-10-26
Deutsche Bank Ag\
29,370$1.1M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Arizona State Retirement System
27,737$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
27,113$9820.0%CoreVery LowNew York, NY2026-10-23
Maryland State Retirement & Pension System
26,350$954.7K0.0%IndexVery LowBaltimore, MD2026-11-05
Yousif Capital Management, LLC
24,801$898.5K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Oppenheimer & Co Inc
24,082$872.5K0.0%CoreLowNew York, NY2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
22,961$831.9K0.0%CoreLowHarrisburg, PA2026-11-03
Creative Planning
22,039$798.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Oregon Public Employees Retirement Fund
21,886$792.9K0.0%IndexVery LowTigard, OR2026-10-30
Autumn Glory Partners, LLC
21,084$763.9K0.2%CoreMediumDallas, TX2026-10-26
Truist Financial Corp
20,829$754.6K0.0%CoreLowCharlotte, NC2026-10-30
Fifth Third Bancorp
20,591$746.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Oliver Luxxe Assets LLC
19,386$702.4K0.1%ValueMediumGladstone, NJ2026-10-14
Davenport & Co LLC
18,406$666.9K0.0%CoreMediumRichmond, VA2026-10-14
Frank, Rimerman Advisors LLC
16,649$603.2K0.0%GrowthLowPalo Alto, CA2026-10-16
Gilman Hill Asset Management, LLC
16,225$587.8K0.1%YieldMediumNew Canaan, CT2026-10-13
Counterpoint Mutual Funds LLC
16,183$586.3K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Pictet Asset Management Holding SA
15,758$570.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wealth Enhancement Advisory Services, LLC
15,267$546.9K0.0%CoreLowPlymouth, MN2026-10-13
MacKenzie Financial Corp
15,166$549.5K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Barclays PLC
14,697$532.5K0.0%CoreMediumLondon, United Kingdom2026-11-06
TD Waterhouse Canada Inc.
13,129$478.5K0.0%CoreLowToronto, Australia2026-10-16
Pinnacle Associates LTD
12,526$453.8K0.0%CoreLowNew York, NY2026-10-20
Mutual of America Capital Management LLC
12,102$438.5K0.0%IndexLowNew York, NY2026-10-23
Claro Advisors Inc.
12,086$437.9K0.0%CoreLowBoston, MA2026-11-02
Keybank National Association
11,961$433.3K0.0%CoreLowBrooklyn, OH2026-11-04
Lecap Asset Management LTD
11,767$426.3K0.2%ValueVery HighLondon, United Kingdom2026-10-27
Lawood & Co
11,210$406.1K0.3%CoreLowWilliamsport, PA2026-10-09
Shulman DeMeo Asset Management LLC
10,304$363.5K0.1%ETFVery LowLake Success, NY2026-10-09
iA Global Asset Management Inc.
9,691$3510.0%GrowthMediumQuebec, Austria2026-10-29
TD Private Client Wealth LLC
8,859$321.0K0.0%ETFLowNew York, NY2026-10-28
New York State Teachers Retirement System
8,807$3190.0%CoreVery LowAlbany, NY2026-10-22
Cambridge Investment Research Advisors, Inc.
8,398$3040.0%ETFLowFairfield, IA2026-11-02
GW Henssler & Associates LTD
8,241$298.6K0.0%CoreMediumKennesaw, GA2026-10-26
Xponance LLC
8,154$295.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
North Star Investment Management Corp.
7,800$282.6K0.0%CoreLowChicago, IL2026-10-27
Vise Technologies, Inc.
7,521$272.5K0.0%IndexLowNew York, NY2026-10-29
Virginia Retirement Systems ET Al
7,200$260.9K0.0%CoreMediumRichmond, VA2026-10-28
Hilltop National Bank
7,093$257.0K0.1%CoreLowCasper, WY2026-10-14
Swiss Life Asset Management Ltd
6,655$241.1K0.0%CoreLowZurich, Switzerland2026-11-03
CIBC Asset Management Inc
6,504$235.6K0.0%GARPLowToronto, South Africa2026-11-05
OpenArc Corporate Advisory, LLC
5,947$215.5K0.0%GrowthLowAtlanta, GA2026-10-21
Kestra Investment Management, LLC
5,924$214.6K0.0%ETFMediumAustin, TX2026-11-04
HUB Investment Partners, LLC
5,826$211.1K0.0%GrowthLowAustin, TX2026-11-03
Compound Planning, Inc.
5,781$209.4K0.0%CoreLowNew York, NY2026-11-05
KBC Group NV
4,178$1510.0%CoreMediumBrussels, Czech Republic2026-10-22
Assetmark, Inc
3,152$114.2K0.0%ETFLowConcord, CA2026-10-21
PNC Financial Services Group, Inc.
2,680$97.1K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Farther Finance Advisors, LLC
2,500$90.6K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
2,381$86.3K0.0%GARPMediumCharlotte, NC2026-10-22
Bayforest Capital Ltd
2,324$84.2K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Axiom Investment Management LLC
2,100$76.1K0.1%CoreN/ANew York, NY2026-11-03
Nykredit A/S
2,074$75.1K0.0%CoreN/ANordhavn, Greece2026-11-06
State of Wyoming
1,917$69.5K0.0%ValueHighCheyenne, WY2026-10-28
Gamma Investing LLC
1,872$67.8K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
1,712$62.0K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
1,383$50.1K0.0%GARPLowMansfield, OH2026-10-27
Strs Ohio
1,343$48.7K0.0%CoreMediumColumbus, OH2026-10-30
Parkside Financial Bank & Trust
1,327$48.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Salomon & Ludwin, LLC
1,022$37.0K0.0%ETFVery LowRichmond, VA2026-10-29
Allworth Financial LP
994$41.7K0.0%IndexLowFolsom, CA2026-11-06
Roxbury Financial LLC
984$35.7K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Compass Financial Management LLC
980$35.5K0.0%CoreN/ATampa, FL2026-10-30
Covestor Ltd
847$310.0%ValueHighLondon, United Kingdom2026-10-30
Triumph Capital Management
800$29.0K0.0%ETFMediumDenver, CO2026-10-14
US Bancorp \de\
710$25.7K0.0%IndexLowMinneapolis, MN2026-11-05
Southern Michigan Bank & Trust
650$23.6K0.0%ETFLowColdwater, MI2026-10-19
Quest 10 Wealth Builders, Inc.
645$23.4K0.0%ETFLowFuquay-Varina, VA2026-11-02
IFP Advisors, Inc
607$22.0K0.0%GrowthLowTampa, FL2026-10-16
Richardson Financial Services Inc.
590$21.4K0.0%GrowthMediumMedway, MA2026-10-30
Nisa Investment Advisors, LLC
587$21.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bokf, NA
500$18.1K0.0%CoreLowTulsa, OK2026-10-27
Signaturefd, LLC
469$17.0K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
462$16.7K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
458$16.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Root Financial Partners, LLC
400$14.5K0.0%ETFMediumEncinitas, CA2026-10-21
Central Trust Co
400$14.5K0.0%CoreLowJefferson City, MO2026-11-05
Spire Wealth Management
383$13.9K0.0%GrowthMediumMclean, VA2026-10-30
Essential Partners LLC
376$13.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Highline Wealth Partners LLC
325$11.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
MassMutual Private Wealth & Trust, FSB
318$11.5K0.0%CoreLowSpringfield, MA2026-10-05
Boyd Watterson Asset Management LLC
317$11.5K0.0%CoreLowCleveland, OH2026-11-06
SJS Investment Consulting Inc.
293$10.6K0.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
208$7.5K0.0%GrowthN/AKansas City, MO2026-10-19
Lanark Financial, Inc.
208$7.5K0.0%CoreMediumBirmingham, AL2026-10-26
JFS Wealth Advisors, LLC
193$7.0K0.0%ETFVery LowHermitage, PA2026-11-03
Mather Group, Llc.
193$7.0K0.0%ETFMediumChicago, IL2026-10-14
Larson Financial Group LLC
142$5.1K0.0%GrowthLowSt Louis, MO2026-11-05
Laurel Wealth Advisors LLC
120$4.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Advocate Investing Services LLC
100$3.6K0.0%ETFLowWoodbine, MD2026-10-26
UMB Bank, n.a.
99$3.6K0.0%CoreLowKansas City, MO2026-11-06
Farmers & Merchants Investments Inc
96$3.5K0.0%CoreVery LowLincoln, NE2026-10-22
Clark Wealth Partners
95$3.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
RMG Wealth Management LLC
75$2.8K0.0%ETFVery HighPlatteville, WI2026-10-26
City State Bank
75$2.7K0.0%GrowthVery LowNorwalk, IA2026-10-20
True Wealth Design, LLC
66$2.4K0.0%ETFMediumAkron, OH2026-10-13
American Capital Advisory, LLC
66$2.4K0.0%ETFLowKetchum, ID2026-10-28
Fortitude Family Office, LLC
64$2.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Silver Grove Financial Group, Inc.
60$2.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
59$2.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Creative Capital Management Investments LLC
48$1.7K0.0%ETFLowSan Diego, CA2026-10-28
Noble Wealth Management PBC
46$1.7K0.0%YieldMediumGreenwood Village, CO2026-10-01
Versant Capital Management, Inc
40$1.4K0.0%GARPLowPhoenix, AZ2026-10-02
CX Institutional
38$10.0%CoreMediumAuburn, IN2026-10-02
Bare Financial Services, Inc
38$1.4K0.0%ETFVery LowGap, PA2026-11-04
Mosley Wealth Management
35$1.3K0.0%ETFHighAnaheim, CA2026-10-16
Ascentis Wealth Management, LLC
33$1.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Westside Investment Management, Inc.
30$1.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Clearstead Advisors, LLC
29$1.1K0.0%ETFLowCleveland, OH2026-11-06
Burk Holdings LLC
28$1.0K0.0%ETFVery LowTulsa, OK2026-11-05
Valley National Advisers Inc
25$9060.0%ETFLowBethlehem, PA2026-10-23
Cromwell Holdings LLC
21$7610.0%IndexLowJackson, WY2026-10-28
Cedar Mountain Advisors, LLC
19$6880.0%ETFVery LowLake Oswego, OR2026-10-15
Planning Strategies Inc.
15$5430.0%ETFN/ALancaster, PA2026-10-02
Bay Harbor Wealth Management, LLC
14$5070.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
12$4350.0%GrowthLowDenver, CO2026-10-09
Key Capital Management, Inc
11$3990.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Meriwether Wealth & Planning, LLC
9$3260.0%ETFMediumMinden, LA2026-10-13
DiNuzzo Private Wealth, Inc.
8$2900.0%ETFLowBeaver, PA2026-10-16
Financial Consulate, Inc
8$2900.0%ETFLowHunt Valley, MD2026-10-23
Proathlete Wealth Management LLC
7$2530.0%ETFVery LowBoca Raton, FL2026-10-15
Quaker Wealth Management, LLC
6$2180.0%ETFMediumMoorestown, NJ2026-10-22
Elyxium Wealth, LLC
6$2170.0%GrowthVery LowBeverly Hills, CA2026-10-27
DecisionPoint Financial, LLC
2$730.0%ETFVery LowMesa, AZ2026-10-27
Tounjian Advisory Partners, LLC
2$590.0%GrowthHighFort Myers, FL2026-11-04
3 Factor Indexing, LLC
2$730.0%ETFLowSacramento, CA2026-10-15
Nfsg Corp
2$720.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
1$370.0%ETFVery LowChester, MD2026-10-15
James T. Borello RIA
1$360.0%ETFVery LowEast Dundee, IL2026-10-16