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Lincoln Electric Holdings (LECO)

CUSIP: 533900106 | NYSE | Industrials · Tools & Accessories | Large Cap | 1670 institutional holders

Quarters

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

Pictet Asset Management Holding SA693,090
0.2% of portfolio›$183.4M
Park Edge Advisors, LLC630,894
35.2% of portfolio›$166.9M
Keybank National Association518,602
0.4% of portfolio›$137.2M
Dimensional Fund Advisors LP516,713
0.0% of portfolio›$136.7M
Boston Trust Walden Corp285,903
0.6% of portfolio›$75.6M
Principal Financial Group Inc262,023
0.0% of portfolio›$69.3M
Welch & Forbes LLC207,319
0.7% of portfolio›$54.9M
Birch Hill Investment Advisors LLC202,719
2.2% of portfolio›$53.6M
Absher Wealth Management, LLC158,634
4.7% of portfolio›$42.0M
ProShare Advisors LLC110,680
0.0% of portfolio›$29.3M
Congress Asset Management Co105,241
0.2% of portfolio›$27.8M
Alta Capital Management LLC/100,634
2.2% of portfolio›$26.6M
Arbejdsmarkedets Tillaegspension99,040
0.7% of portfolio›$26.2M
Retirement Systems of Alabama90,784
0.1% of portfolio›$24.0M
Patten & Patten Inc86,281
1.2% of portfolio›$22.8M
MassMutual Private Wealth & Trust, FSB79,486
0.6% of portfolio›$21.0M
GHP Investment Advisors, Inc.78,161
0.8% of portfolio›$20.7M
Carnegie Investment Counsel73,690
0.4% of portfolio›$19.5M
Alps Advisors Inc65,945
0.1% of portfolio›$17.4M
Deprince Race & Zollo Inc62,386
0.3% of portfolio›$16.5M
New York State Teachers Retirement System57,409
0.0% of portfolio›$15.2K
MGO One Seven LLC50,498
0.2% of portfolio›$13.4M
Aware Super Pty Ltd as trustee of Aware Super45,451
0.2% of portfolio›$12.0M
Lawson Kroeker Investment Management Inc43,981
3.2% of portfolio›$11.6M
Cornerstone Wealth Group, LLC42,848
0.6% of portfolio›$11.3M
Citigroup Inc40,843
0.0% of portfolio›$10.8M
BI Asset Management Fondsmaeglerselskab A/S38,884
0.0% of portfolio›$10.3K
Veratis Advisors, Inc.32,800
6.6% of portfolio›$8.7M
Midwest Trust Co30,363
0.1% of portfolio›$8.0M
Wealth Enhancement Advisory Services, LLC29,645
0.0% of portfolio›$7.1M
Creative Planning28,142
0.0% of portfolio›$7.4M
Robeco Institutional Asset Management B.V.26,988
0.0% of portfolio›$7.1M
Amalgamated Bank24,995
0.0% of portfolio›$6.6K
Burton Enright Welch24,766
0.7% of portfolio›$6.6M
State of Alaska, Department of Revenue23,970
0.0% of portfolio›$6.3K
Truist Financial Corp21,094
0.0% of portfolio›$5.6M
Mutual of America Capital Management LLC19,856
0.1% of portfolio›$5.3M
Fideuram Asset Management (Ireland) dac19,492
0.1% of portfolio›$4.8M
State of New Jersey Common Pension Fund D17,374
0.0% of portfolio›$4.6M
Louisiana State Employees Retirement System16,200
0.1% of portfolio›$4.3M
Azzad Asset Management Inc15,687
0.4% of portfolio›$4.2M
Kornitzer Capital Management Inc15,271
0.1% of portfolio›$4.0M
Skylands Capital, LLC15,070
0.5% of portfolio›$4.0M
Arizona State Retirement System15,044
0.0% of portfolio›$4.0M
Yousif Capital Management, LLC14,655
0.0% of portfolio›$3.9M
Orange Investment Advisors, Inc.13,070
0.4% of portfolio›$3.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,010
0.0% of portfolio›$3.4M
State of Michigan Retirement System12,789
0.0% of portfolio›$3.4M
Cambridge Investment Research Advisors, Inc.12,692
0.0% of portfolio›$3.4K
Assetmark, Inc11,663
0.0% of portfolio›$3.1M
Oregon Public Employees Retirement Fund11,284
0.0% of portfolio›$3.0M
Daymark Wealth Partners, LLC11,218
0.1% of portfolio›$3.0M
Inspire Investing, LLC11,127
0.1% of portfolio›$2.9M
Bell Asset Management Ltd10,583
1.0% of portfolio›$2.8M
Midway Capital Research & Management10,578
2.4% of portfolio›$2.8M
Ledyard National Bank10,420
0.2% of portfolio›$2.8M
WealthPlan Investment Management, LLC10,411
0.1% of portfolio›$2.8M
Cambiar Investors LLC10,330
0.1% of portfolio›$2.7M
Commonwealth Equity Services, LLC10,096
0.0% of portfolio›$2.7M
Bright Rock Capital Management, LLC10,000
0.5% of portfolio›$2.6M
Asset Management One Co., Ltd.9,986
0.0% of portfolio›$2.7M
Farrow Financial, Inc.9,830
1.4% of portfolio›$2.6M
AdviceOne Advisory Services, LLC9,130
1.4% of portfolio›$2.4M
Diversify Advisory Services, LLC9,102
0.0% of portfolio›$2.4M
Diversify Wealth Management, LLC9,102
0.0% of portfolio›$2.4M
Sharkey, Howes & Javer8,914
0.3% of portfolio›$2.4M
Meixler Investment Management, Ltd.8,548
1.2% of portfolio›$2.3M
Virginia Retirement Systems ET Al7,960
0.0% of portfolio›$2.1M
Daiwa Securities Group Inc.7,900
0.0% of portfolio›$2.1M
Koshinski Asset Management, Inc.7,742
0.1% of portfolio›$2.0M
Nisa Investment Advisors, LLC7,696
0.0% of portfolio›$2.0M
FSM Wealth Advisors, LLC7,659
0.2% of portfolio›$2.0M
Councilmark Asset Management, LLC7,583
1.0% of portfolio›$2.0M
ABN Amro Investment Solutions7,560
0.0% of portfolio›$2.0M
Xponance LLC7,550
0.0% of portfolio›$2.0M
Albert D Mason Inc6,989
1.1% of portfolio›$1.8M
Ethic Inc.6,722
0.0% of portfolio›$1.8M
Arjuna Capital6,491
0.4% of portfolio›$1.7M
Signature Estate & Investment Advisors LLC6,423
0.0% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.6,160
0.0% of portfolio›$1.6M
Oppenheimer Asset Management Inc.6,061
0.0% of portfolio›$1.6M
DekaBank Deutsche Girozentrale5,769
0.0% of portfolio›$1.5K
Fulton Bank, N.A.5,742
0.0% of portfolio›$1.5M
MacKenzie Financial Corp5,695
0.0% of portfolio›$1.5M
Tilia Fiduciary Partners, Inc.5,515
0.7% of portfolio›$1.5M
Brighton Jones LLC5,404
0.0% of portfolio›$1.4M
Concurrent Investment Advisors, LLC5,241
0.0% of portfolio›$1.4M
Atria Investments, Inc5,239
0.0% of portfolio›$1.4M
Chicago Partners Investment Group LLC5,141
0.0% of portfolio›$1.3M
Vise Technologies, Inc.5,113
0.0% of portfolio›$1.4M
Pullen Investment Management, LLC4,982
0.6% of portfolio›$1.3M
Swiss Life Asset Management Ltd4,881
0.0% of portfolio›$1.3M
Everhart Financial Group, Inc.4,806
0.1% of portfolio›$1.3M
D.A. Davidson & Co.4,750
0.0% of portfolio›$1.3M
Elevation Point Wealth Partners, LLC4,631
0.0% of portfolio›$1.2M
Sumitomo Mitsui DS Asset Management Company, Ltd4,220
0.0% of portfolio›$1.1M
Soltis Investment Advisors LLC4,218
0.1% of portfolio›$1.1M
Tempo Wealth, LLC4,116
0.1% of portfolio›$1.1M
Schear Investment Advisers, LLC4,116
0.1% of portfolio›$1.1M
YHB Investment Advisors, Inc.4,062
0.1% of portfolio›$1.1M
Morey & Quinn Wealth Partners, LLC4,030
0.7% of portfolio›$1.1M
Quadrant Capital Group LLC3,806
0.0% of portfolio›$999.3K
WealthPLAN Partners, LLC3,782
0.2% of portfolio›$1.0M
HB Wealth Management, LLC3,747
0.0% of portfolio›$991.4K
Krilogy Financial LLC3,696
0.0% of portfolio›$959.8K
Lineweaver Wealth Advisors, LLC3,646
0.1% of portfolio›$964.7K
Gateway Investment Advisers LLC3,646
0.0% of portfolio›$964.7K
Kestra Private Wealth Services, LLC3,405
0.0% of portfolio›$900.8K
Mcdonald Partners LLC3,356
0.2% of portfolio›$887.9K
Crossmark Global Holdings, Inc.3,222
0.0% of portfolio›$852.5K
TD Private Client Wealth LLC3,185
0.0% of portfolio›$842.7K
Redwood Financial Network Corp3,176
0.5% of portfolio›$840.3K
Sigma Investment Counselors Inc3,000
0.0% of portfolio›$793.7K
Mitsubishi UFJ Asset Management Co., Ltd.2,956
0.0% of portfolio›$782.1K
Exchange Traded Concepts, LLC2,880
0.0% of portfolio›$762.0K
Inscription Capital, LLC2,871
0.1% of portfolio›$759.6K
Oppenheimer & Co Inc2,849
0.0% of portfolio›$753.8K
Meridian Investment Counsel Inc.2,751
0.2% of portfolio›$727.9K
Tributary Capital Management, LLC2,728
0.1% of portfolio›$721.8K
Park Avenue Securities LLC2,704
0.0% of portfolio›$716
Penobscot Investment Management Company, Inc.2,700
0.0% of portfolio›$714.4K
Vontobel Holding Ltd.2,691
0.0% of portfolio›$712.0K
Gibbs Wealth Management2,617
0.1% of portfolio›$692.5K
Bank of New Hampshire2,575
0.1% of portfolio›$681.3K
Norris Perne & French LLP2,572
0.0% of portfolio›$680.5K
Certuity, LLC2,473
0.0% of portfolio›$654.3K
Foyston, Gordon & Payne Inc2,460
0.1% of portfolio›$650.9K
Evergreen Capital Management LLC2,407
0.0% of portfolio›$638.5K
Riversedge Advisors, LLC2,400
0.1% of portfolio›$635.0K
Gamma Investing LLC2,389
0.0% of portfolio›$632.1K
Martin Capital Partners, LLC2,375
0.2% of portfolio›$628.5K
Union Bancaire Privee, UBP SA2,366
0.0% of portfolio›$641.6K
Uncommon Cents Investing Inc2,325
0.1% of portfolio›$615.1K
Greenleaf Trust2,302
0.0% of portfolio›$609.1K
Choreo, LLC2,286
0.0% of portfolio›$604.9K
Quantum Financial Advisors, LLC2,262
0.1% of portfolio›$598.5K
Portside Wealth Group, LLC2,175
0.1% of portfolio›$575.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,136
0.0% of portfolio›$565.1K
NorthCrest Asset Manangement, LLC2,103
0.0% of portfolio›$544.2K
Y.D. More Investments Ltd2,097
0.0% of portfolio›$554.8K
Wakefield Asset Management Lllp2,084
0.1% of portfolio›$551.4K
Sterling Wealth Management, Inc.2,081
0.1% of portfolio›$550.6K
Avior Wealth Management, LLC2,058
0.0% of portfolio›$544.5K
Aaron Wealth Advisors LLC2,029
0.0% of portfolio›$536.8K
Trust Point Inc.2,010
0.0% of portfolio›$531.8K
Ferguson Wellman Capital Management, Inc2,002
0.0% of portfolio›$529.7K
Northside Capital Management, LLC2,000
0.0% of portfolio›$529.2K
Mariner Investment Group LLC2,000
0.1% of portfolio›$529.2K
Dagco, Inc.2,000
0.1% of portfolio›$529.2K
Beacon Financial Advisory LLC1,988
0.1% of portfolio›$526.0K
Sumitomo Mitsui Trust Group, Inc.1,980
0.0% of portfolio›$523.9K
Lido Advisors, LLC1,957
0.0% of portfolio›$518.0K
Csenge Advisory Group1,942
0.0% of portfolio›$513.8K
Fifth Third Wealth Advisors LLC1,928
0.0% of portfolio›$510.1K
Cornerstone Wealth Management, LLC1,900
0.0% of portfolio›$502.7K
Curated Wealth Partners LLC1,899
0.0% of portfolio›$502.4K
EverSource Wealth Advisors, LLC1,840
0.0% of portfolio›$486.8K
Granite Investment Partners, LLC1,838
0.0% of portfolio›$486.3K
Norden Group LLC1,793
0.0% of portfolio›$474.4K
KBC Group NV1,778
0.0% of portfolio›$470
Apollon Wealth Management, LLC1,759
0.0% of portfolio›$465.4K
Ifrah Financial Services, Inc.1,749
0.1% of portfolio›$462.9K
Praxis Investment Management Inc1,740
0.0% of portfolio›$460
Farther Finance Advisors, LLC1,729
0.0% of portfolio›$457.5K
Venture Visionary Partners LLC1,727
0.0% of portfolio›$456.9K
Parcion Private Wealth LLC1,713
0.0% of portfolio›$453.2K
CIBC Asset Management Inc1,694
0.0% of portfolio›$448.2K
Private Trust Co NA1,656
0.0% of portfolio›$438.1K
North Dakota State Investment Board1,631
0.0% of portfolio›$431.5K
HUB Investment Partners, LLC1,608
0.0% of portfolio›$425.4K
Park National Corp1,560
0.0% of portfolio›$412.7K
Provenance Wealth Advisors, LLC1,540
0.0% of portfolio›$407.5K
Kestra Advisory Services, LLC1,522
0.0% of portfolio›$402.6K
Moody Aldrich Partners LLC1,520
0.1% of portfolio›$402.2K
American State Bank (Iowa)1,500
0.2% of portfolio›$396.9K
Alliance Wealth Advisors, LLC1,455
0.1% of portfolio›$385.0K
Axxcess Wealth Management, LLC1,425
0.0% of portfolio›$377.0K
Griffin Asset Management, Inc.1,400
0.0% of portfolio›$370.4K
Sterling Capital Management LLC1,384
0.0% of portfolio›$366.2K
Davenport & Co LLC1,355
0.0% of portfolio›$358.5K
SYM Financial Corp1,333
0.0% of portfolio›$352.7K
Delta Financial Advisors LLC1,300
0.1% of portfolio›$344.0K
New York Life Investment Management LLC1,287
0.0% of portfolio›$340.5K
Essential Partners LLC1,269
0.2% of portfolio›$335.8K
Fort Washington Investment Advisors Inc1,260
0.0% of portfolio›$333.4K
IFP Advisors, Inc1,259
0.0% of portfolio›$333.1K
State of Wyoming1,245
0.0% of portfolio›$329.4K
Teza Capital Management LLC1,221
0.3% of portfolio›$323.1K
Citadel Investment Advisory, Inc.1,171
0.1% of portfolio›$310.0K
AlphaCore Capital LLC1,164
0.0% of portfolio›$308.4K
Profund Advisors LLC1,129
0.0% of portfolio›$298.7K
Procyon Advisors, LLC1,094
0.0% of portfolio›$289.5K
B. Riley Wealth Advisors, Inc.1,085
0.0% of portfolio›$287.0K
LifeWealth Investments, LLC1,045
0.1% of portfolio›$276.5K
Sagespring Wealth Partners, LLC1,034
0.0% of portfolio›$273.6K
Y-Intercept (Hong Kong) Ltd1,019
0.0% of portfolio›$269.6K
Shaker Investments LLC1,001
0.1% of portfolio›$264.8K
Slocum, Gordon & Co LLP1,000
0.2% of portfolio›$264.6K
Versant Capital Management, Inc996
0.0% of portfolio›$263.5K
Crestwood Advisors Group, LLC962
0.0% of portfolio›$254.5K
One Wealth Capital Management, LLC936
0.1% of portfolio›$247.6K
Independent Financial Group, LLC879
0.0% of portfolio›$232.6K
Intrua Financial, LLC864
0.0% of portfolio›$228.7K
Balefire, LLC861
0.0% of portfolio›$227.8K
Mather Group, Llc.859
0.0% of portfolio›$227.3K
Wesbanco Bank Inc850
0.0% of portfolio›$224.9K
Advisor OS, LLC841
0.0% of portfolio›$222.6K
Glenview Trust Co823
0.0% of portfolio›$217.7K
Shakespeare Wealth Management, LLC796
0.0% of portfolio›$210.6K
Wedmont Private Capital794
0.0% of portfolio›$205.5K
Childress Capital Advisors, LLC793
0.0% of portfolio›$209.8K
Burney Co/790
0.0% of portfolio›$209.0K
Trinity Financial Advisors LLC790
0.1% of portfolio›$209.6K
Vigilare Wealth Management782
0.1% of portfolio›$206.9K
Elyxium Wealth, LLC761
0.0% of portfolio›$201.3K
Strs Ohio738
0.0% of portfolio›$195.3K
Spire Wealth Management708
0.0% of portfolio›$187.3K
Yankcom Partnership643
0.1% of portfolio›$170.1K
True Wealth Design, LLC638
0.0% of portfolio›$168.8K
Parallel Advisors, LLC601
0.0% of portfolio›$159.0K
Curat Global, LLC587
0.1% of portfolio›$155.2K
Fairway Wealth LLC584
0.0% of portfolio›$154.6K
Creative Financial Designs Inc577
0.0% of portfolio›$152.7K
Leonteq Securities AG559
0.0% of portfolio›$147.9K
Highline Wealth Partners LLC557
0.0% of portfolio›$147.4K
GK Wealth Management LLC521
0.1% of portfolio›$137.7K
Manchester Capital Management LLC507
0.0% of portfolio›$134.1K
Signaturefd, LLC479
0.0% of portfolio›$126.8K
SJS Investment Consulting Inc.430
0.0% of portfolio›$113.8K
Tounjian Advisory Partners, LLC423
0.0% of portfolio›$111.9K
Grove Bank & Trust381
0.0% of portfolio›$100.8K
Simplex Trading, LLC374
0.0% of portfolio›$99.0K
Bokf, NA350
0.0% of portfolio›$92.6K
Beacon Investment Advisory Services, Inc.350
0.0% of portfolio›$92.6K
TD Waterhouse Canada Inc.310
0.0% of portfolio›$83.5K
Reyes Financial Architecture, Inc.299
0.0% of portfolio›$79.1K
Wilmington Savings Fund Society, FSB291
0.0% of portfolio›$77.0K
V-Square Quantitative Management LLC283
0.0% of portfolio›$74.9K
American National Bank & Trust276
0.0% of portfolio›$73.0K
Signature Equity Partners, LLC256
0.0% of portfolio›$67.7K
SBK Financial, Inc.246
0.0% of portfolio›$65.1K
Root Financial Partners, LLC237
0.0% of portfolio›$62.7K
JFS Wealth Advisors, LLC217
0.0% of portfolio›$57.4K
Mascoma Wealth Management LLC166
0.0% of portfolio›$43.9K
Mirae Asset Global Investments Co., Ltd.156
0.0% of portfolio›$41.3K
Capital Advisors, Ltd. LLC150
0.0% of portfolio›$40
Quest 10 Wealth Builders, Inc.143
0.0% of portfolio›$37.8K
Covestor Ltd132
0.0% of portfolio›$35
Heritage Family Offices, LLP129
0.0% of portfolio›$34.1K
Latitude Advisors, LLC120
0.0% of portfolio›$31.8K
Toth Financial Advisory Corp115
0.0% of portfolio›$30.3K
Birch Financial Group, LLC110
0.0% of portfolio›$29.0K
Parkside Financial Bank & Trust107
0.0% of portfolio›$28.3K
Financial Network Wealth Advisors LLC100
0.0% of portfolio›$26.5K
Caldwell Trust Co100
0.0% of portfolio›$26.5K
Eastern Bank96
0.0% of portfolio›$25.4K
Community Financial Services Group, LLC91
0.0% of portfolio›$24.5K
Kelleher Financial Advisors90
0.0% of portfolio›$23.8K
Activest Wealth Management88
0.0% of portfolio›$23.3K
Hurley Capital, LLC75
0.0% of portfolio›$19.9K
Harbor Investment Advisory, LLC59
0.0% of portfolio›$15.6K
Clark Wealth Partners59
0.0% of portfolio›$15.7K
Entrust Financial LLC54
0.0% of portfolio›$14.3K
Elevation Wealth Partners, LLC53
0.0% of portfolio›$14.0K
Private Wealth Management Group, LLC53
0.0% of portfolio›$14.0K
Adirondack Trust Co50
0.0% of portfolio›$13.2K
Farmers & Merchants Investments Inc47
0.0% of portfolio›$12.4K
Owl Creek Wealth Partners LLC46
0.0% of portfolio›$12.2K
Bayforest Capital Ltd45
0.0% of portfolio›$11.9K
Pflug Koory, LLC45
0.0% of portfolio›$11.9K
Clean Yield Group41
0.0% of portfolio›$10.8K
Trust Co of Vermont40
0.0% of portfolio›$10.6K
Fortitude Family Office, LLC35
0.0% of portfolio›$9.3K
Montag A & Associates Inc35
0.0% of portfolio›$9.3K
Albion Financial Group32
0.0% of portfolio›$8.5K
WPG Advisers, LLC32
0.0% of portfolio›$8.5K
Bare Financial Services, Inc31
0.0% of portfolio›$8.2K
CX Institutional31
0.0% of portfolio›$8
Livelsberger Financial Advisory30
0.0% of portfolio›$7.9K
Pension & Wealth Management Advisors, Inc.29
0.0% of portfolio›$7.7K
Oakworth Capital, Inc.28
0.0% of portfolio›$7.4K
Princeton Global Asset Management LLC26
0.0% of portfolio›$6.8K
Southern Michigan Bank & Trust25
0.0% of portfolio›$6.6K
Jnba Financial Advisors23
0.0% of portfolio›$6.1K
High Note Wealth, LLC22
0.0% of portfolio›$5.8K
Pinnacle Wealth Planning Services, Inc.22
0.0% of portfolio›$5.8K
SBI Securities Co., Ltd.22
0.0% of portfolio›$5.8K
Cromwell Holdings LLC21
0.0% of portfolio›$5.6K
Avion Wealth19
0.0% of portfolio›$5
Buck Wealth Strategies, LLC19
0.0% of portfolio›$5.0K
Cape Investment Advisory, Inc.17
0.0% of portfolio›$4.5K
Next Level Wealth Planning, LLC16
0.0% of portfolio›$4.2K
Cullen T Bankers, Inc.16
0.0% of portfolio›$4.2K
Fairman Group, LLC16
0.0% of portfolio›$4.2K
Atlantic Edge Private Wealth Management, LLC15
0.0% of portfolio›$4.0K
Blue Trust, Inc.14
0.0% of portfolio›$3.7K
Wolff Wiese Magana LLC14
0.0% of portfolio›$3.7K
Lloyd Advisory Services, Llc.13
0.0% of portfolio›$3.4K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$2.9K
Creative Capital Management Investments LLC11
0.0% of portfolio›$2.9K
Ascentis Wealth Management, LLC10
0.0% of portfolio›$2.6K
Brown, Lisle Ings, Inc.10
0.0% of portfolio›$2.6K
Caitong International Asset Management Co., Ltd10
0.0% of portfolio›$2.6K
James T. Borello RIA9
0.0% of portfolio›$2.4K
Golden State Wealth Management, LLC9
0.0% of portfolio›$2.4K
CoreCap Advisors, LLC8
0.0% of portfolio›$2.1K
DiNuzzo Private Wealth, Inc.8
0.0% of portfolio›$2.1K
Physician Wealth Advisors, Inc.8
0.0% of portfolio›$2.1K
Sunrise Financial Services, LLC7
0.0% of portfolio›$1.9K
Valley National Advisers Inc7
0.0% of portfolio›$1.9K
MV Capital Management, Inc.7
0.0% of portfolio›$1.9K
William Mack & Associates, Inc.6
0.0% of portfolio›$1.6K
First Horizon Corp6
0.0% of portfolio›$1.6K
Hughes Financial Services, LLC5
0.0% of portfolio›$1.4K
Wealth Enhancement Trust Services, Inc.5
0.0% of portfolio›$1.3K
USA Financial Formulas4
0.0% of portfolio›$1.1K
DecisionPoint Financial, LLC3
0.0% of portfolio›$809
Financial Consulate, Inc3
0.0% of portfolio›$794
Planning Strategies Inc.2
0.0% of portfolio›$529
Burk Holdings LLC2
0.0% of portfolio›$529
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$529
Raleigh Capital Management Inc.2
0.0% of portfolio›$540
Bell Investment Advisors, Inc2
0.0% of portfolio›$530
Financial Management Professionals, Inc.2
0.0% of portfolio›$531
Proathlete Wealth Management LLC2
0.0% of portfolio›$529
Quaker Wealth Management, LLC1
0.0% of portfolio›$265
American Capital Advisory, LLC1
0.0% of portfolio›$265
Meriwether Wealth & Planning, LLC1
0.0% of portfolio›$265
TFC Financial Management, Inc.1
0.0% of portfolio›$265
Rakuten Securities, Inc.1
0.0% of portfolio›$265
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
693,090$183.4M0.2%GrowthMediumCarouge, Switzerland2026-11-03
Park Edge Advisors, LLC
630,894$166.9M35.2%CoreMediumCleveland, OH2026-10-28
Keybank National Association
518,602$137.2M0.4%CoreLowBrooklyn, OH2026-11-04
Dimensional Fund Advisors LP
516,713$136.7M0.0%IndexLowAustin, TX2026-11-04
Boston Trust Walden Corp
285,903$75.6M0.6%CoreLowBoston, MA2026-10-30
Principal Financial Group Inc
262,023$69.3M0.0%CoreLowDes Moines, IA2026-11-02
Welch & Forbes LLC
207,319$54.9M0.7%CoreVery LowBoston, MA2026-11-04
Birch Hill Investment Advisors LLC
202,719$53.6M2.2%CoreVery LowBoston, MA2026-10-16
Absher Wealth Management, LLC
158,634$42.0M4.7%CoreMediumChapel Hill, NC2026-11-02
ProShare Advisors LLC
110,680$29.3M0.0%GrowthLowBethesda, MD2026-10-29
Congress Asset Management Co
105,241$27.8M0.2%GrowthMediumBoston, MA2026-10-06
Alta Capital Management LLC/
100,634$26.6M2.2%GrowthMediumSalt Lake City, UT2026-10-26
Arbejdsmarkedets Tillaegspension
99,040$26.2M0.7%ValueHighHilleroed, Greece2026-10-30
Retirement Systems of Alabama
90,784$24.0M0.1%IndexLowMontgomery, AL2026-11-04
Patten & Patten Inc
86,281$22.8M1.2%CoreLowChattanooga, TN2026-10-26
MassMutual Private Wealth & Trust, FSB
79,486$21.0M0.6%CoreLowSpringfield, MA2026-10-05
GHP Investment Advisors, Inc.
78,161$20.7M0.8%CoreVery LowDenver, CO2026-10-15
Carnegie Investment Counsel
73,690$19.5M0.4%CoreLowPepper Pike, OH2026-10-20
Alps Advisors Inc
65,945$17.4M0.1%YieldLowDenver, CO2026-11-03
Deprince Race & Zollo Inc
62,386$16.5M0.3%Deep ValueHighWinter Park, FL2026-10-13
New York State Teachers Retirement System
57,409$15.2K0.0%CoreVery LowAlbany, NY2026-10-22
MGO One Seven LLC
50,498$13.4M0.2%GrowthLowBeachwood, OH2026-10-28
Aware Super Pty Ltd as trustee of Aware Super
45,451$12.0M0.2%GrowthMediumSydney, China2026-10-30
Lawson Kroeker Investment Management Inc
43,981$11.6M3.2%ValueLowOmaha, NE2026-10-22
Cornerstone Wealth Group, LLC
42,848$11.3M0.6%CoreMediumHuntersville, NC2026-11-02
Citigroup Inc
40,843$10.8M0.0%CoreMediumNew York, NY2026-11-04
BI Asset Management Fondsmaeglerselskab A/S
38,884$10.3K0.0%CoreMediumKobenhavn, Greece2026-10-22
Veratis Advisors, Inc.
32,800$8.7M6.6%ETFN/ACary, NC2026-11-03
Midwest Trust Co
30,363$8.0M0.1%CoreLowOverland Park, KS2026-10-22
Wealth Enhancement Advisory Services, LLC
29,645$7.1M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
28,142$7.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Robeco Institutional Asset Management B.V.
26,988$7.1M0.0%CoreMediumRotterdam, Philippines2026-10-20
Amalgamated Bank
24,995$6.6K0.0%CoreVery LowNew York, NY2026-10-23
Burton Enright Welch
24,766$6.6M0.7%ETFVery LowWalnut Creek, CA2026-11-04
State of Alaska, Department of Revenue
23,970$6.3K0.0%CoreVery LowJuneau, AK2026-10-15
Truist Financial Corp
21,094$5.6M0.0%CoreLowCharlotte, NC2026-10-30
Mutual of America Capital Management LLC
19,856$5.3M0.1%IndexLowNew York, NY2026-10-23
Fideuram Asset Management (Ireland) dac
19,492$4.8M0.1%CoreHighDublin 1, Lithuania2026-10-29
State of New Jersey Common Pension Fund D
17,374$4.6M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
16,200$4.3M0.1%IndexLowBaton Rouge, LA2026-10-20
Azzad Asset Management Inc
15,687$4.2M0.4%GrowthMediumFalls Church, VA2026-11-04
Kornitzer Capital Management Inc
15,271$4.0M0.1%CoreLowShawnee Mission, KS2026-11-03
Skylands Capital, LLC
15,070$4.0M0.5%ValueMediumMilwaukee, WI2026-10-21
Arizona State Retirement System
15,044$4.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
14,655$3.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Orange Investment Advisors, Inc.
13,070$3.5M0.4%CoreLowGoshen, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,010$3.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
12,789$3.4M0.0%IndexLowEast Lansing, MI2026-10-27
Cambridge Investment Research Advisors, Inc.
12,692$3.4K0.0%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
11,663$3.1M0.0%ETFLowConcord, CA2026-10-21
Oregon Public Employees Retirement Fund
11,284$3.0M0.0%IndexVery LowTigard, OR2026-10-30
Daymark Wealth Partners, LLC
11,218$3.0M0.1%CoreLowCincinnati, OH2026-11-04
Inspire Investing, LLC
11,127$2.9M0.1%GARPHighMeridian, ID2026-10-22
Bell Asset Management Ltd
10,583$2.8M1.0%GrowthMediumMelbourne, China2026-10-08
Midway Capital Research & Management
10,578$2.8M2.4%CoreVery LowChicago, IL2026-10-20
Ledyard National Bank
10,420$2.8M0.2%CoreLowHanover, NH2026-10-21
WealthPlan Investment Management, LLC
10,411$2.8M0.1%GrowthMediumOmaha, NE2026-10-15
Cambiar Investors LLC
10,330$2.7M0.1%ValueMediumDenver, CO2026-11-04
Commonwealth Equity Services, LLC
10,096$2.7M0.0%ETFLowWaltham, MA2026-11-02
Bright Rock Capital Management, LLC
10,000$2.6M0.5%CoreMediumHanover, MA2026-10-05
Asset Management One Co., Ltd.
9,986$2.7M0.0%IndexVery LowTokyo, Mexico2026-10-27
Farrow Financial, Inc.
9,830$2.6M1.4%ETFLowSouth Burlington, VT2026-10-30
AdviceOne Advisory Services, LLC
9,130$2.4M1.4%CoreVery LowGlastonbury, CT2026-10-19
Diversify Advisory Services, LLC
9,102$2.4M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,102$2.4M0.0%GrowthMediumSandy, UT2026-10-20
Sharkey, Howes & Javer
8,914$2.4M0.3%ETFMediumDenver, CO2026-10-22
Meixler Investment Management, Ltd.
8,548$2.3M1.2%YieldMediumShow Low, AZ2026-11-03
Virginia Retirement Systems ET Al
7,960$2.1M0.0%CoreMediumRichmond, VA2026-10-28
Daiwa Securities Group Inc.
7,900$2.1M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Koshinski Asset Management, Inc.
7,742$2.0M0.1%ETFLowDecatur, IL2026-10-29
Nisa Investment Advisors, LLC
7,696$2.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
FSM Wealth Advisors, LLC
7,659$2.0M0.2%ETFLowCleveland, OH2026-10-27
Councilmark Asset Management, LLC
7,583$2.0M1.0%CoreVery LowKnoxville, TN2026-10-20
ABN Amro Investment Solutions
7,560$2.0M0.0%GrowthLowParis Cedex 008, India2026-10-21
Xponance LLC
7,550$2.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Albert D Mason Inc
6,989$1.8M1.1%CoreLowBoston, MA2026-10-27
Ethic Inc.
6,722$1.8M0.0%CoreLowNew York, NY2026-11-03
Arjuna Capital
6,491$1.7M0.4%MomentumMediumManchester, MA2026-11-03
Signature Estate & Investment Advisors LLC
6,423$1.7M0.0%ETFMediumLos Angeles, CA2026-10-13
Hennion & Walsh Asset Management, Inc.
6,160$1.6M0.0%ValueMediumParsippany, NJ2026-10-13
Oppenheimer Asset Management Inc.
6,061$1.6M0.0%CoreMediumNew York, NY2026-10-27
DekaBank Deutsche Girozentrale
5,769$1.5K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Fulton Bank, N.A.
5,742$1.5M0.0%CoreLowLancaster, PA2026-10-14
MacKenzie Financial Corp
5,695$1.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Tilia Fiduciary Partners, Inc.
5,515$1.5M0.7%CoreLowWilmington, NC2026-10-09
Brighton Jones LLC
5,404$1.4M0.0%CoreVery LowSeattle, WA2026-11-03
Concurrent Investment Advisors, LLC
5,241$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Atria Investments, Inc
5,239$1.4M0.0%CoreMediumCharlotte, NC2026-10-15
Chicago Partners Investment Group LLC
5,141$1.3M0.0%GARPLowChicago, IL2026-10-27
Vise Technologies, Inc.
5,113$1.4M0.0%IndexLowNew York, NY2026-10-29
Pullen Investment Management, LLC
4,982$1.3M0.6%Deep ValueMediumBradenton, FL2026-10-23
Swiss Life Asset Management Ltd
4,881$1.3M0.0%CoreLowZurich, Switzerland2026-11-03
Everhart Financial Group, Inc.
4,806$1.3M0.1%ETFLowDublin, OH2026-10-08
D.A. Davidson & Co.
4,750$1.3M0.0%CoreLowGreat Falls, MT2026-10-28
Elevation Point Wealth Partners, LLC
4,631$1.2M0.0%CoreHighDenver, CO2026-11-05
Sumitomo Mitsui DS Asset Management Company, Ltd
4,220$1.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Soltis Investment Advisors LLC
4,218$1.1M0.1%CoreMediumSt. George, UT2026-10-28
Tempo Wealth, LLC
4,116$1.1M0.1%Agg GrowthLowIndependence, OH2026-10-14
Schear Investment Advisers, LLC
4,116$1.1M0.1%Agg GrowthMediumCincinnati, OH2026-10-14
YHB Investment Advisors, Inc.
4,062$1.1M0.1%GrowthLowWest Hartford, CT2026-10-08
Morey & Quinn Wealth Partners, LLC
4,030$1.1M0.7%CoreVery LowOmaha, NE2026-10-28
Quadrant Capital Group LLC
3,806$999.3K0.0%CoreLowCincinnati, OH2026-10-20
WealthPLAN Partners, LLC
3,782$1.0M0.2%CoreMediumOmaha, NE2026-10-15
HB Wealth Management, LLC
3,747$991.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Krilogy Financial LLC
3,696$959.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Lineweaver Wealth Advisors, LLC
3,646$964.7K0.1%ETFLowValley View, OH2026-10-13
Gateway Investment Advisers LLC
3,646$964.7K0.0%GrowthLowCincinnati, OH2026-10-13
Kestra Private Wealth Services, LLC
3,405$900.8K0.0%GrowthLowAustin, TX2026-10-30
Mcdonald Partners LLC
3,356$887.9K0.2%CoreLowCleveland, OH2026-11-03
Crossmark Global Holdings, Inc.
3,222$852.5K0.0%GARPMediumHouston, TX2026-10-21
TD Private Client Wealth LLC
3,185$842.7K0.0%ETFLowNew York, NY2026-10-28
Redwood Financial Network Corp
3,176$840.3K0.5%ETFLowSolon, OH2026-11-03
Sigma Investment Counselors Inc
3,000$793.7K0.0%ETFLowNorthville, MI2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
2,956$782.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Exchange Traded Concepts, LLC
2,880$762.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Inscription Capital, LLC
2,871$759.6K0.1%GARPMediumHouston, TX2026-11-02
Oppenheimer & Co Inc
2,849$753.8K0.0%CoreLowNew York, NY2026-10-26
Meridian Investment Counsel Inc.
2,751$727.9K0.2%GARPLowLafayette, CA2026-10-14
Tributary Capital Management, LLC
2,728$721.8K0.1%ValueMediumOmaha, NE2026-10-28
Park Avenue Securities LLC
2,704$7160.0%ETFMediumNew York, NY2026-10-26
Penobscot Investment Management Company, Inc.
2,700$714.4K0.0%GrowthLowBoston, MA2026-10-26
Vontobel Holding Ltd.
2,691$712.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Gibbs Wealth Management
2,617$692.5K0.1%CoreLowAlpharetta, GA2026-10-22
Bank of New Hampshire
2,575$681.3K0.1%CoreLowLaconia, NH2026-10-06
Norris Perne & French LLP
2,572$680.5K0.0%GrowthLowGrand Rapids, MI2026-10-23
Certuity, LLC
2,473$654.3K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Foyston, Gordon & Payne Inc
2,460$650.9K0.1%CoreMediumToronto, Australia2026-11-02
Evergreen Capital Management LLC
2,407$638.5K0.0%GARPMediumBellevue, WA2026-10-23
Riversedge Advisors, LLC
2,400$635.0K0.1%ETFMediumWilmington, DE2026-10-09
Gamma Investing LLC
2,389$632.1K0.0%IndexVery LowFoster City, CA2026-10-08
Martin Capital Partners, LLC
2,375$628.5K0.2%YieldLowEugene, OR2026-10-07
Union Bancaire Privee, UBP SA
2,366$641.6K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Uncommon Cents Investing Inc
2,325$615.1K0.1%ValueVery LowJanesville, WI2026-10-20
Greenleaf Trust
2,302$609.1K0.0%CoreLowKalamazoo, MI2026-10-29
Choreo, LLC
2,286$604.9K0.0%IndexLowRockford, IL2026-10-28
Quantum Financial Advisors, LLC
2,262$598.5K0.1%ETFLowSanta Monica, CA2026-11-03
Portside Wealth Group, LLC
2,175$575.5K0.1%CoreMediumProvo, UT2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,136$565.1K0.0%GrowthVery LowSeattle, WA2026-10-27
NorthCrest Asset Manangement, LLC
2,103$544.2K0.0%GrowthLowPlymouth, MN2026-10-13
Y.D. More Investments Ltd
2,097$554.8K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Wakefield Asset Management Lllp
2,084$551.4K0.1%ValueMediumEnglewood, CO2026-11-05
Sterling Wealth Management, Inc.
2,081$550.6K0.1%ETFLowChampaign, IL2026-10-23
Avior Wealth Management, LLC
2,058$544.5K0.0%ETFMediumOmaha, NE2026-10-13
Aaron Wealth Advisors LLC
2,029$536.8K0.0%GrowthMediumChicago, IL2026-10-13
Trust Point Inc.
2,010$531.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Ferguson Wellman Capital Management, Inc
2,002$529.7K0.0%CoreLowPortland, OR2026-10-05
Northside Capital Management, LLC
2,000$529.2K0.0%GARPLowHood River, OR2026-10-13
Mariner Investment Group LLC
2,000$529.2K0.1%ETFHighNew York, NY2026-11-04
Dagco, Inc.
2,000$529.2K0.1%ETFVery LowWestlake, OH2026-10-20
Beacon Financial Advisory LLC
1,988$526.0K0.1%ETFLowCleveland, OH2026-10-16
Sumitomo Mitsui Trust Group, Inc.
1,980$523.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Lido Advisors, LLC
1,957$518.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Csenge Advisory Group
1,942$513.8K0.0%ETFMediumClearwater, FL2026-11-04
Fifth Third Wealth Advisors LLC
1,928$510.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Cornerstone Wealth Management, LLC
1,900$502.7K0.0%ETFVery LowSt. Peters, MO2026-11-04
Curated Wealth Partners LLC
1,899$502.4K0.0%GARPLowEl Segundo, CA2026-10-15
EverSource Wealth Advisors, LLC
1,840$486.8K0.0%CoreMediumBirmingham, AL2026-11-04
Granite Investment Partners, LLC
1,838$486.3K0.0%CoreMediumEl Segundo, CA2026-11-04
Norden Group LLC
1,793$474.4K0.0%GrowthMediumProvo, UT2026-10-20
KBC Group NV
1,778$4700.0%CoreMediumBrussels, Czech Republic2026-10-22
Apollon Wealth Management, LLC
1,759$465.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Ifrah Financial Services, Inc.
1,749$462.9K0.1%ETFLowLittle Rock, AR2026-10-13
Praxis Investment Management Inc
1,740$4600.0%CoreLowGoshen, IN2026-11-03
Farther Finance Advisors, LLC
1,729$457.5K0.0%IndexLowSan Francisco, CA2026-10-08
Venture Visionary Partners LLC
1,727$456.9K0.0%CoreLowSylvania, OH2026-10-07
Parcion Private Wealth LLC
1,713$453.2K0.0%CoreMediumBellevue, WA2026-10-28
CIBC Asset Management Inc
1,694$448.2K0.0%GARPLowToronto, South Africa2026-11-05
Private Trust Co NA
1,656$438.1K0.0%CoreLowCleveland, OH2026-10-20
North Dakota State Investment Board
1,631$431.5K0.0%GrowthMediumBismarck, ND2026-10-27
HUB Investment Partners, LLC
1,608$425.4K0.0%GrowthLowAustin, TX2026-11-03
Park National Corp
1,560$412.7K0.0%CoreLowNewark, OH2026-10-05
Provenance Wealth Advisors, LLC
1,540$407.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Kestra Advisory Services, LLC
1,522$402.6K0.0%CoreLowAustin, TX2026-11-02
Moody Aldrich Partners LLC
1,520$402.2K0.1%ValueHighMarblehead, MA2026-10-27
American State Bank (Iowa)
1,500$396.9K0.2%GrowthVery LowSioux Center, IA2026-11-03
Alliance Wealth Advisors, LLC
1,455$385.0K0.1%ETFHighCenterville, UT2026-10-28
Axxcess Wealth Management, LLC
1,425$377.0K0.0%CoreLowCarlsbad, CA2026-10-21
Griffin Asset Management, Inc.
1,400$370.4K0.0%CoreLowNew York, NY2026-10-22
Sterling Capital Management LLC
1,384$366.2K0.0%GARPMediumCharlotte, NC2026-10-22
Davenport & Co LLC
1,355$358.5K0.0%CoreMediumRichmond, VA2026-10-14
SYM Financial Corp
1,333$352.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Delta Financial Advisors LLC
1,300$344.0K0.1%CoreVery LowMetairie, LA2026-10-27
New York Life Investment Management LLC
1,287$340.5K0.0%GrowthLowNew York, NY2026-11-04
Essential Partners LLC
1,269$335.8K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
Fort Washington Investment Advisors Inc
1,260$333.4K0.0%CoreLowCincinnati, OH2026-10-15
IFP Advisors, Inc
1,259$333.1K0.0%GrowthLowTampa, FL2026-10-16
State of Wyoming
1,245$329.4K0.0%ValueHighCheyenne, WY2026-10-28
Teza Capital Management LLC
1,221$323.1K0.3%ValueHighAustin, TX2026-10-23
Citadel Investment Advisory, Inc.
1,171$310.0K0.1%ValueVery LowChesterland, OH2026-10-15
AlphaCore Capital LLC
1,164$308.4K0.0%ETFLowLa Jolla, CA2026-11-04
Profund Advisors LLC
1,129$298.7K0.0%GrowthLowBethesda, MD2026-10-29
Procyon Advisors, LLC
1,094$289.5K0.0%CoreVery LowShelton, CT2026-10-21
B. Riley Wealth Advisors, Inc.
1,085$287.0K0.0%GrowthLowMemphis, TN2026-10-13
LifeWealth Investments, LLC
1,045$276.5K0.1%ETFMediumWinter Garden, FL2026-10-21
Sagespring Wealth Partners, LLC
1,034$273.6K0.0%ETFLowFranklin, TN2026-10-22
Y-Intercept (Hong Kong) Ltd
1,019$269.6K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Shaker Investments LLC
1,001$264.8K0.1%MomentumMediumCleveland, OH2026-11-05
Slocum, Gordon & Co LLP
1,000$264.6K0.2%YieldMediumNewport, RI2026-10-19
Versant Capital Management, Inc
996$263.5K0.0%GARPLowPhoenix, AZ2026-10-02
Crestwood Advisors Group, LLC
962$254.5K0.0%GrowthLowBoston, MA2026-10-27
One Wealth Capital Management, LLC
936$247.6K0.1%GrowthMediumScottsdale, AZ2026-10-23
Independent Financial Group, LLC
879$232.6K0.0%GrowthLowSan Diego, CA2026-10-13
Intrua Financial, LLC
864$228.7K0.0%ETFMediumHouston, TX2026-10-28
Balefire, LLC
861$227.8K0.0%ETFMediumDallas, TX2026-10-09
Mather Group, Llc.
859$227.3K0.0%ETFMediumChicago, IL2026-10-14
Wesbanco Bank Inc
850$224.9K0.0%CoreLowWheeling, WV2026-11-04
Advisor OS, LLC
841$222.6K0.0%ETFMediumChicago, IL2026-11-03
Glenview Trust Co
823$217.7K0.0%GrowthVery LowLouisville, KY2026-10-28
Shakespeare Wealth Management, LLC
796$210.6K0.0%ETFMediumPewaukee, WI2026-10-28
Wedmont Private Capital
794$205.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Childress Capital Advisors, LLC
793$209.8K0.0%GARPMediumHouston, TX2026-10-28
Burney Co/
790$209.0K0.0%GARPMediumReston, VA2026-10-15
Trinity Financial Advisors LLC
790$209.6K0.1%ETFLowColumbus, OH2026-10-09
Vigilare Wealth Management
782$206.9K0.1%ETFHighScottsdale, AZ2026-10-29
Elyxium Wealth, LLC
761$201.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Strs Ohio
738$195.3K0.0%CoreMediumColumbus, OH2026-10-30
Spire Wealth Management
708$187.3K0.0%GrowthMediumMclean, VA2026-10-30
Yankcom Partnership
643$170.1K0.1%CoreVery LowYankton, SD2026-10-15
True Wealth Design, LLC
638$168.8K0.0%ETFMediumAkron, OH2026-10-13
Parallel Advisors, LLC
601$159.0K0.0%IndexLowSan Francisco, CA2026-11-03
Curat Global, LLC
587$155.2K0.1%CoreMediumSpringfield, NH2026-10-26
Fairway Wealth LLC
584$154.6K0.0%ETFLowIndependence, OH2026-10-30
Creative Financial Designs Inc
577$152.7K0.0%ETFMediumKokomo, IN2026-11-04
Leonteq Securities AG
559$147.9K0.0%CoreHighZurich, Switzerland2026-10-29
Highline Wealth Partners LLC
557$147.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
GK Wealth Management LLC
521$137.7K0.1%GARPVery HighReno, NV2026-10-09
Manchester Capital Management LLC
507$134.1K0.0%CoreLowManchester, VT2026-10-22
Signaturefd, LLC
479$126.8K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
430$113.8K0.0%ETFVery LowSylvania, OH2026-10-26
Tounjian Advisory Partners, LLC
423$111.9K0.0%GrowthHighFort Myers, FL2026-11-04
Grove Bank & Trust
381$100.8K0.0%ETFLowMiami, FL2026-10-08
Simplex Trading, LLC
374$99.0K0.0%CoreVery HighChicago, IL2026-11-04
Bokf, NA
350$92.6K0.0%CoreLowTulsa, OK2026-10-27
Beacon Investment Advisory Services, Inc.
350$92.6K0.0%GrowthLowMorristown, NJ2026-10-13
TD Waterhouse Canada Inc.
310$83.5K0.0%CoreLowToronto, Australia2026-10-16
Reyes Financial Architecture, Inc.
299$79.1K0.0%ETFVery HighSan Diego, CA2026-10-22
Wilmington Savings Fund Society, FSB
291$77.0K0.0%CoreLowWilmington, DE2026-10-23
V-Square Quantitative Management LLC
283$74.9K0.0%CoreLowChicago, IL2026-10-15
American National Bank & Trust
276$73.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Signature Equity Partners, LLC
256$67.7K0.0%GrowthMediumColumbus, OH2026-10-29
SBK Financial, Inc.
246$65.1K0.0%N/AN/ARichmond, VA2026-11-02
Root Financial Partners, LLC
237$62.7K0.0%ETFMediumEncinitas, CA2026-10-21
JFS Wealth Advisors, LLC
217$57.4K0.0%ETFVery LowHermitage, PA2026-11-03
Mascoma Wealth Management LLC
166$43.9K0.0%ETFVery LowHanover, NH2026-10-23
Mirae Asset Global Investments Co., Ltd.
156$41.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
Capital Advisors, Ltd. LLC
150$400.0%ETFLowShaker Heights, OH2026-10-27
Quest 10 Wealth Builders, Inc.
143$37.8K0.0%ETFLowFuquay-Varina, VA2026-11-02
Covestor Ltd
132$350.0%ValueHighLondon, United Kingdom2026-10-30
Heritage Family Offices, LLP
129$34.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Latitude Advisors, LLC
120$31.8K0.0%ETFLowYorkville, IL2026-10-27
Toth Financial Advisory Corp
115$30.3K0.0%CoreLowLeesburg, VA2026-10-08
Birch Financial Group, LLC
110$29.0K0.0%CoreLowKeene, NH2026-10-27
Parkside Financial Bank & Trust
107$28.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Network Wealth Advisors LLC
100$26.5K0.0%ETFLowMurray, UT2026-10-28
Caldwell Trust Co
100$26.5K0.0%GrowthLowVenice, FL2026-10-30
Eastern Bank
96$25.4K0.0%GrowthMediumBoston, MA2026-10-05
Community Financial Services Group, LLC
91$24.5K0.0%GrowthLowNewport, VT2026-10-15
Kelleher Financial Advisors
90$23.8K0.0%CoreMediumNew York, NY2026-10-30
Activest Wealth Management
88$23.3K0.0%ETFLowAventura, FL2026-10-15
Hurley Capital, LLC
75$19.9K0.0%GARPMediumNew York, NY2026-11-05
Harbor Investment Advisory, LLC
59$15.6K0.0%GrowthLowLutherville, MD2026-10-13
Clark Wealth Partners
59$15.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Entrust Financial LLC
54$14.3K0.0%ETFLowWayne, PA2026-11-04
Elevation Wealth Partners, LLC
53$14.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Private Wealth Management Group, LLC
53$14.0K0.0%ETFLowPrinceton, NJ2026-10-19
Adirondack Trust Co
50$13.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Farmers & Merchants Investments Inc
47$12.4K0.0%CoreVery LowLincoln, NE2026-10-22
Owl Creek Wealth Partners LLC
46$12.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Bayforest Capital Ltd
45$11.9K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Pflug Koory, LLC
45$11.9K0.0%CoreVery LowOmaha, NE2026-10-26
Clean Yield Group
41$10.8K0.0%CoreLowNorwich, VT2026-10-28
Trust Co of Vermont
40$10.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Fortitude Family Office, LLC
35$9.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Montag A & Associates Inc
35$9.3K0.0%CoreLowAtlanta, GA2026-10-29
Albion Financial Group
32$8.5K0.0%GrowthLowSalt Lake City, UT2026-10-21
WPG Advisers, LLC
32$8.5K0.0%CoreLowBaltimore, MD2026-10-27
Bare Financial Services, Inc
31$8.2K0.0%ETFVery LowGap, PA2026-11-04
CX Institutional
31$80.0%CoreMediumAuburn, IN2026-10-02
Livelsberger Financial Advisory
30$7.9K0.0%YieldVery LowAshland, OH2026-10-28
Pension & Wealth Management Advisors, Inc.
29$7.7K0.0%ETFLowWaltham, MA2026-10-16
Oakworth Capital, Inc.
28$7.4K0.0%ETFLowBirmingham, AL2026-10-26
Princeton Global Asset Management LLC
26$6.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Southern Michigan Bank & Trust
25$6.6K0.0%ETFLowColdwater, MI2026-10-19
Jnba Financial Advisors
23$6.1K0.0%ETFMediumBloomington, MN2026-11-03
High Note Wealth, LLC
22$5.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Pinnacle Wealth Planning Services, Inc.
22$5.8K0.0%GARPLowMansfield, OH2026-10-27
SBI Securities Co., Ltd.
22$5.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Cromwell Holdings LLC
21$5.6K0.0%IndexLowJackson, WY2026-10-28
Avion Wealth
19$50.0%ETFLowThe Woodlands, TX2026-11-04
Buck Wealth Strategies, LLC
19$5.0K0.0%ValueMediumDenver, CO2026-10-28
Cape Investment Advisory, Inc.
17$4.5K0.0%ETFLowMcdonough, GA2026-10-13
Next Level Wealth Planning, LLC
16$4.2K0.0%ETFVery LowMeridian, ID2026-10-29
Cullen T Bankers, Inc.
16$4.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Fairman Group, LLC
16$4.2K0.0%ETFLowChesterbrook, PA2026-10-26
Atlantic Edge Private Wealth Management, LLC
15$4.0K0.0%CoreLowJacksonville, FL2026-10-20
Blue Trust, Inc.
14$3.7K0.0%ETFLowBrentwood, TN2026-10-15
Wolff Wiese Magana LLC
14$3.7K0.0%GrowthLowCarslbad, CA2026-10-15
Lloyd Advisory Services, Llc.
13$3.4K0.0%ETFVery HighSuwanee, GA2026-11-02
Bay Harbor Wealth Management, LLC
11$2.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Creative Capital Management Investments LLC
11$2.9K0.0%ETFLowSan Diego, CA2026-10-28
Ascentis Wealth Management, LLC
10$2.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Brown, Lisle Ings, Inc.
10$2.6K0.0%CoreVery LowProvidence, RI2026-10-16
Caitong International Asset Management Co., Ltd
10$2.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
James T. Borello RIA
9$2.4K0.0%ETFVery LowEast Dundee, IL2026-10-16
Golden State Wealth Management, LLC
9$2.4K0.0%ETFMediumSanta Ana, CA2026-11-02
CoreCap Advisors, LLC
8$2.1K0.0%ETFMediumSouthfield, MI2026-10-08
DiNuzzo Private Wealth, Inc.
8$2.1K0.0%ETFLowBeaver, PA2026-10-16
Physician Wealth Advisors, Inc.
8$2.1K0.0%ETFMediumMidvale, UT2026-10-20
Sunrise Financial Services, LLC
7$1.9K0.0%ETFMediumBurien, WA2026-10-21
Valley National Advisers Inc
7$1.9K0.0%ETFLowBethlehem, PA2026-10-23
MV Capital Management, Inc.
7$1.9K0.0%ETFLowBethesda, MD2026-10-29
William Mack & Associates, Inc.
6$1.6K0.0%ETFLowTroy, MI2026-10-27
First Horizon Corp
6$1.6K0.0%CoreLowMemphis, TN2026-10-26
Hughes Financial Services, LLC
5$1.4K0.0%ETFLowHerndon, VA2026-10-30
Wealth Enhancement Trust Services, Inc.
5$1.3K0.0%GrowthMediumSioux Falls, SD2026-10-07
USA Financial Formulas
4$1.1K0.0%ETFVery HighAda, MI2026-10-16
DecisionPoint Financial, LLC
3$8090.0%ETFVery LowMesa, AZ2026-10-27
Financial Consulate, Inc
3$7940.0%ETFLowHunt Valley, MD2026-10-23
Planning Strategies Inc.
2$5290.0%ETFN/ALancaster, PA2026-10-02
Burk Holdings LLC
2$5290.0%ETFVery LowTulsa, OK2026-11-05
Birchwood Financial Partners, Inc.
2$5290.0%ETFVery LowBloomington, MN2026-11-02
Raleigh Capital Management Inc.
2$5400.0%CoreMediumCary, NC2026-10-28
Bell Investment Advisors, Inc
2$5300.0%ETFVery LowOrinda, CA2026-10-29
Financial Management Professionals, Inc.
2$5310.0%ETFMediumAustin, TX2026-10-23
Proathlete Wealth Management LLC
2$5290.0%ETFVery LowBoca Raton, FL2026-10-15
Quaker Wealth Management, LLC
1$2650.0%ETFMediumMoorestown, NJ2026-10-22
American Capital Advisory, LLC
1$2650.0%ETFLowKetchum, ID2026-10-28
Meriwether Wealth & Planning, LLC
1$2650.0%ETFMediumMinden, LA2026-10-13
TFC Financial Management, Inc.
1$2650.0%ETFVery LowBoston, MA2026-10-26
Rakuten Securities, Inc.
1$2650.0%Agg GrowthHighTokyo, Mexico2026-11-02