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Lloyds Banking Group PLC (LYG)

CUSIP: 539439109 | US | Financial Services · Banks - Regional | Large Cap | 1538 institutional holders

Quarters

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

Mondrian Investment Partners LTD47,314,255
4.9% of portfolio›$266.4M
Citigroup Inc15,719,458
0.0% of portfolio›$88.5M
Dimensional Fund Advisors LP12,882,446
0.0% of portfolio›$72.5M
Assetmark, Inc5,092,089
0.0% of portfolio›$28.7M
Crossmark Global Holdings, Inc.4,580,241
0.3% of portfolio›$25.8M
ABC Arbitrage SA2,961,398
1.6% of portfolio›$16.7M
Creative Planning1,609,830
0.0% of portfolio›$9.1M
Ethic Inc.1,492,349
0.1% of portfolio›$8.4M
TD Waterhouse Canada Inc.1,480,876
0.0% of portfolio›$8.0M
Eagle Global Advisors LLC1,290,000
0.2% of portfolio›$7.3M
Henry James International Management Inc.1,157,068
2.0% of portfolio›$6.5M
Gradient Investments LLC1,019,514
0.1% of portfolio›$5.7M
Oppenheimer Asset Management Inc.545,469
0.0% of portfolio›$3.1M
BI Asset Management Fondsmaeglerselskab A/S522,157
0.0% of portfolio›$2.9K
Royal Palms Capital LLC471,161
2.4% of portfolio›$2.7M
HF Advisory Group, LLC453,004
0.8% of portfolio›$2.6M
Jcic Asset Management Inc.433,158
1.0% of portfolio›$2.4M
Atria Investments, Inc426,004
0.0% of portfolio›$2.4M
Truist Financial Corp423,149
0.0% of portfolio›$2.4M
Factory Mutual Insurance Co400,442
0.0% of portfolio›$2.3M
Lockheed Martin Investment Management Co390,000
0.2% of portfolio›$2.2M
Elevation Point Wealth Partners, LLC368,932
0.0% of portfolio›$2.1M
Equitable Trust Co367,548
0.1% of portfolio›$2.1M
Park Avenue Securities LLC329,429
0.0% of portfolio›$1.9K
NLB Skladi, upravljanje premozenja, d.o.o.326,950
0.1% of portfolio›$1.8M
Quadrant Capital Group LLC321,413
0.0% of portfolio›$1.8M
Cookson Peirce & Co Inc299,684
0.1% of portfolio›$1.7M
Signaturefd, LLC296,610
0.0% of portfolio›$1.7M
Vise Technologies, Inc.252,259
0.0% of portfolio›$1.4M
Choreo, LLC246,856
0.0% of portfolio›$1.4M
Revisor Wealth Management LLC241,044
0.3% of portfolio›$1.3M
CIBC Asset Management Inc235,515
0.0% of portfolio›$1.3M
Patriot Financial Group Insurance Agency, LLC232,746
0.1% of portfolio›$1.3M
Keybank National Association231,266
0.0% of portfolio›$1.3M
Allspring Global Investments Holdings, LLC214,473
0.0% of portfolio›$1.2M
Aaron Wealth Advisors LLC208,305
0.1% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC203,297
0.0% of portfolio›$1.1M
Kathmere Capital Management, LLC188,790
0.1% of portfolio›$1.1M
Legacy Wealth Asset Management, LLC168,754
0.2% of portfolio›$950.1K
Marino, Stram & Associates LLC167,090
0.1% of portfolio›$940.7K
Pinnacle Associates LTD166,048
0.0% of portfolio›$934.9K
Gibbs Wealth Management165,621
0.1% of portfolio›$932.4K
Cambridge Investment Research Advisors, Inc.143,073
0.0% of portfolio›$805
Greenspring Advisors, LLC124,096
0.0% of portfolio›$698.7K
Evergreen Capital Management LLC116,954
0.0% of portfolio›$658.5K
Apollon Wealth Management, LLC116,297
0.0% of portfolio›$654.8K
Commonwealth Equity Services, LLC111,841
0.0% of portfolio›$629.7K
May Hill Capital, LLC110,796
0.1% of portfolio›$623.8K
Edge Wealth Management LLC110,000
0.1% of portfolio›$619.8K
Farther Finance Advisors, LLC109,376
0.0% of portfolio›$615.8K
Aprio Wealth Management, LLC107,827
0.0% of portfolio›$607.1K
MGO One Seven LLC104,008
0.0% of portfolio›$585.6K
Gamma Investing LLC102,739
0.0% of portfolio›$578.4K
HB Wealth Management, LLC101,131
0.0% of portfolio›$569.4K
Foster Victor Wealth Advisors, LLC92,513
0.0% of portfolio›$500.5K
Blue Trust, Inc.92,134
0.0% of portfolio›$518.7K
Eagle Rock Investment Company, LLC91,700
0.1% of portfolio›$516.3K
Abel Hall, LLC89,443
0.1% of portfolio›$503.6K
Brookstone Capital Management86,287
0.0% of portfolio›$485.8K
Cypress Wealth Services, LLC85,886
0.1% of portfolio›$477.5K
Ascent Group, LLC83,950
0.0% of portfolio›$472.6K
Parallel Advisors, LLC83,384
0.0% of portfolio›$469.5K
EverSource Wealth Advisors, LLC81,029
0.0% of portfolio›$456.2K
William John Sempolinski74,820
0.2% of portfolio›$421.2K
Sagespring Wealth Partners, LLC72,354
0.0% of portfolio›$407.4K
Kestra Advisory Services, LLC71,648
0.0% of portfolio›$403.4K
LVW Advisors, LLC69,633
0.0% of portfolio›$392.0K
Anchyra Partners LLC68,766
0.1% of portfolio›$387.2K
TD Private Client Wealth LLC66,037
0.0% of portfolio›$371.8K
Portside Wealth Group, LLC65,696
0.0% of portfolio›$369.9K
SmartHarvest Portfolios, LLC65,083
0.1% of portfolio›$366.4K
Gallacher Capital Management LLC64,852
0.3% of portfolio›$365.1K
Indivisible Partners63,632
0.0% of portfolio›$358.2K
PDS Planning, Inc63,588
0.0% of portfolio›$358.0K
Alliance Wealth Advisors, LLC62,740
0.1% of portfolio›$353.2K
Trust Point Inc.61,628
0.0% of portfolio›$347.0K
Xponance LLC61,421
0.0% of portfolio›$345.8K
Pinnacle Wealth Planning Services, Inc.60,775
0.0% of portfolio›$342.2K
Frank, Rimerman Advisors LLC60,131
0.0% of portfolio›$338.5K
Lido Advisors, LLC59,038
0.0% of portfolio›$332.4K
Valeo Financial Advisors, LLC58,982
0.0% of portfolio›$332.1K
Oppenheimer & Co Inc57,514
0.0% of portfolio›$323.8K
HUB Investment Partners, LLC55,854
0.0% of portfolio›$314.5K
Cape Investment Advisory, Inc.55,230
0.1% of portfolio›$310.9K
Five Oceans Advisors54,791
0.1% of portfolio›$308.5K
Larry Mathis Financial Planning, LLC54,568
0.3% of portfolio›$307.2K
Brighton Jones LLC53,528
0.0% of portfolio›$301.4K
First Affirmative Financial Network52,806
0.1% of portfolio›$297.3K
71 West Capital Partners51,929
0.0% of portfolio›$292.4K
D.A. Davidson & Co.51,303
0.0% of portfolio›$288.8K
Perigon Wealth Management, LLC48,051
0.0% of portfolio›$270.5K
Sage Rhino Capital LLC47,363
0.0% of portfolio›$266.7K
Concurrent Investment Advisors, LLC45,428
0.0% of portfolio›$255.8K
Riversedge Advisors, LLC44,663
0.0% of portfolio›$251.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management43,988
0.0% of portfolio›$247.7K
Prime Capital Investment Advisors, LLC43,484
0.0% of portfolio›$244.8K
IFP Advisors, Inc42,767
0.0% of portfolio›$240.8K
Chicago Trust Co NA42,000
0.0% of portfolio›$236.5K
Cromwell Holdings LLC41,924
0.1% of portfolio›$236.0K
Angeles Wealth Management, LLC40,938
0.0% of portfolio›$230.5K
Cooper Financial Group40,742
0.0% of portfolio›$229.4K
Dynamic Advisor Solutions LLC39,732
0.0% of portfolio›$223.7K
Diversify Advisory Services, LLC39,584
0.0% of portfolio›$216.5K
Diversify Wealth Management, LLC39,584
0.0% of portfolio›$216.5K
Warren Street Wealth Advisors, LLC38,150
0.0% of portfolio›$214.8K
Old National Bancorp36,065
0.0% of portfolio›$203.0K
SYM Financial Corp32,720
0.0% of portfolio›$184.2K
Granite Group Advisors, LLC32,018
0.1% of portfolio›$180.3K
Platform Technology Partners31,408
0.0% of portfolio›$176.8K
Sanders Capital, LLC30,900
0.0% of portfolio›$174.0K
Yousif Capital Management, LLC30,433
0.0% of portfolio›$171.3K
Cardinal Point Capital Management ULC29,666
0.0% of portfolio›$167.0K
Stonehaven Wealth & TAX Solutions, LLC29,505
0.2% of portfolio›$166.1K
Traveka Wealth, LLC28,301
0.0% of portfolio›$159.3K
Avior Wealth Management, LLC27,203
0.0% of portfolio›$153.2K
Stronghold Wealth Management L.L.C.27,110
0.2% of portfolio›$152.6K
Wedmont Private Capital25,611
0.0% of portfolio›$137.8K
Retirement Planning Co of New England, Inc.25,135
0.1% of portfolio›$141.5K
Crumly & Associates Inc.25,083
0.0% of portfolio›$141.2K
Meriwether Wealth & Planning, LLC24,801
0.1% of portfolio›$139.6K
Paladin Wealth, LLC24,773
0.1% of portfolio›$139.5K
Versant Capital Management, Inc24,533
0.0% of portfolio›$138.1K
Livet Wealth, LLC24,226
0.1% of portfolio›$136.4K
V-Square Quantitative Management LLC24,102
0.0% of portfolio›$135.7K
Prospera Financial Services Inc23,761
0.0% of portfolio›$118.8K
PFG Advisors23,670
0.0% of portfolio›$133.3K
Sky Investment Group LLC23,200
0.0% of portfolio›$130.6K
Wedbush Securities Inc22,232
0.0% of portfolio›$125
55 North Private Wealth, LLC22,195
0.0% of portfolio›$125.0K
Impact Capital Partners LLC21,775
0.0% of portfolio›$122.6K
D'Orazio & Associates, Inc.21,700
0.0% of portfolio›$122.2K
Fiduciary Financial Group, LLC21,478
0.0% of portfolio›$120.9K
Curated Wealth Partners LLC21,353
0.0% of portfolio›$120.2K
Virtue Capital Management, LLC21,196
0.0% of portfolio›$119.3K
Breakwater Capital Group20,936
0.0% of portfolio›$117.9K
First Horizon Corp20,856
0.0% of portfolio›$117.4K
Axxcess Wealth Management, LLC20,351
0.0% of portfolio›$114.6K
VestGen Advisors, LLC20,140
0.0% of portfolio›$113.4K
Unique Wealth Strategies, LLC20,097
0.0% of portfolio›$117.2K
Baron Wealth Management LLC19,973
0.0% of portfolio›$112.5K
Centurion Wealth Management LLC19,837
0.0% of portfolio›$111.7K
SteelPeak Wealth, LLC19,781
0.0% of portfolio›$111.4K
AlphaCore Capital LLC19,231
0.0% of portfolio›$108.3K
Brucke Financial, Inc.18,955
0.0% of portfolio›$106.7K
Baldwin Wealth Partners LLC18,551
0.0% of portfolio›$104.4K
B. Riley Wealth Advisors, Inc.17,966
0.0% of portfolio›$101.1K
Soltis Investment Advisors LLC17,904
0.0% of portfolio›$100.8K
Tanager Wealth Management LLP17,882
0.0% of portfolio›$100.7K
Lazari Capital Management, Inc.17,797
0.0% of portfolio›$100.2K
XXI Wealth, LLC16,721
0.0% of portfolio›$94.1K
RMR Wealth Builders16,703
0.0% of portfolio›$94.0K
Seven Mile Advisory16,690
0.1% of portfolio›$94.0K
Aspiriant, LLC16,425
0.0% of portfolio›$92.5K
Intergy Private Wealth, LLC16,297
0.0% of portfolio›$91.8K
Robertson Stephens Wealth Management, LLC16,057
0.0% of portfolio›$90.4K
Crestwood Advisors Group, LLC15,991
0.0% of portfolio›$90.0K
SBI Securities Co., Ltd.15,840
0.0% of portfolio›$89.2K
Triad Wealth Partners, LLC15,750
0.0% of portfolio›$88.7K
Root Financial Partners, LLC15,744
0.0% of portfolio›$88.6K
August Group Capital Ltd15,538
0.1% of portfolio›$87.5K
Sowell Financial Services LLC15,415
0.0% of portfolio›$86.8K
Kaufman Rossin Wealth, LLC15,389
0.0% of portfolio›$86.6K
Resonant Capital Advisors, LLC15,365
0.0% of portfolio›$86.5K
OpenArc Corporate Advisory, LLC15,321
0.0% of portfolio›$86.3K
Larson Financial Group LLC15,055
0.0% of portfolio›$84.8K
Impact Investors, Inc14,998
0.1% of portfolio›$84.4K
Avidian Wealth Enterprises, LLC14,909
0.0% of portfolio›$83.9K
Blvd Private Wealth, LLC14,879
0.1% of portfolio›$83.8K
Klingman & Associates, LLC14,727
0.0% of portfolio›$82.9K
Park National Corp14,541
0.0% of portfolio›$81.9K
Moody National Bank Trust Division14,405
0.0% of portfolio›$81.1K
Certuity, LLC14,287
0.0% of portfolio›$80.4K
LifeGoal Investments, LLC13,989
0.0% of portfolio›$78.8K
James Hambro & Partners LLP13,473
0.0% of portfolio›$76.1K
Opal Wealth Advisors, LLC13,425
0.0% of portfolio›$75.6K
Advisor OS, LLC13,193
0.0% of portfolio›$74.3K
Great Diamond Partners, LLC13,041
0.0% of portfolio›$73.4K
Beverly Hills Private Wealth, LLC13,010
0.0% of portfolio›$73.2K
Romano Brothers and Company13,000
0.0% of portfolio›$73.2K
Investment Research Partners LLC12,961
0.0% of portfolio›$73.0K
Avail Investment Partners, LLC12,961
0.1% of portfolio›$73.0K
Capital Asset Advisory Services LLC12,754
0.0% of portfolio›$68.6K
First Pacific Financial12,635
0.0% of portfolio›$71.1K
Facet Wealth, Inc.12,580
0.0% of portfolio›$70.8K
Foster Group, Inc.12,376
0.0% of portfolio›$69.7K
Aletheian Wealth Advisors LLC12,372
0.0% of portfolio›$69.7K
RBA Wealth Management, LLC12,350
0.0% of portfolio›$69.5K
Diversified Enterprises, LLC12,198
0.0% of portfolio›$68.7K
Vann Equity Management LLC12,046
0.0% of portfolio›$67.8K
Everhart Financial Group, Inc.12,040
0.0% of portfolio›$67.8K
Simplex Trading, LLC11,891
0.0% of portfolio›$66.9K
FAI Advisors, Inc.11,884
0.0% of portfolio›$66.9K
RFG Advisory, LLC11,789
0.0% of portfolio›$66.4K
Carter Financial Group, Inc.11,735
0.0% of portfolio›$66.1K
Owl Creek Wealth Partners LLC11,299
0.0% of portfolio›$63.6K
Cypress Capital Group10,930
0.0% of portfolio›$61.5K
Salomon & Ludwin, LLC10,922
0.0% of portfolio›$61.5K
Cherrydale Wealth Management, LLC10,694
0.0% of portfolio›$60.2K
Hoxton Planning & Management, LLC10,657
0.0% of portfolio›$60.0K
Elwood & Goetz Wealth Advisory Group, LLC10,541
0.0% of portfolio›$59.3K
Halbert Hargrove Global Advisors, LLC10,484
0.0% of portfolio›$59.0K
Enterprise Financial Services Corp10,009
0.0% of portfolio›$56.4K
Shepherd Financial Partners LLC10,000
0.0% of portfolio›$56.3K
Latitude Advisors, LLC9,889
0.0% of portfolio›$55.7K
True Wealth Design, LLC9,478
0.0% of portfolio›$53.4K
Mather Group, Llc.9,439
0.0% of portfolio›$53.1K
Trust Co of Toledo NA9,415
0.0% of portfolio›$53.0K
Manchester Capital Management LLC8,163
0.0% of portfolio›$46.0K
Parkside Financial Bank & Trust7,838
0.0% of portfolio›$44.1K
Eastern Bank7,666
0.0% of portfolio›$43.2K
James T. Borello RIA7,221
0.0% of portfolio›$40.7K
Concord Wealth Partners7,158
0.0% of portfolio›$40.3K
Hilton Head Capital Partners, LLC6,955
0.0% of portfolio›$39.2K
Westside Investment Management, Inc.6,406
0.0% of portfolio›$35.2K
SJS Investment Consulting Inc.5,801
0.0% of portfolio›$32.7K
Guardian Partners Inc.5,600
0.0% of portfolio›$31.5K
KFG LLC5,118
0.0% of portfolio›$28.8K
Provenance Wealth Advisors, LLC4,885
0.0% of portfolio›$27.5K
Silver Grove Financial Group, Inc.4,776
0.0% of portfolio›$26.9K
Private Trust Co NA4,764
0.0% of portfolio›$26.8K
Financial Network Wealth Advisors LLC4,641
0.0% of portfolio›$26.1K
JFS Wealth Advisors, LLC4,209
0.0% of portfolio›$23.7K
Fairscale Capital, LLC3,976
0.0% of portfolio›$19.9K
Acumen Wealth Advisors, LLC3,883
0.0% of portfolio›$21.9K
West Financial Advisors, LLC3,762
0.0% of portfolio›$21.2K
Bare Financial Services, Inc3,610
0.0% of portfolio›$20.3K
Brown, Lisle Ings, Inc.3,428
0.0% of portfolio›$19.3K
Princeton Global Asset Management LLC3,000
0.0% of portfolio›$16.9K
Harbor Asset Planning, Inc.2,940
0.0% of portfolio›$16.6K
Bayforest Capital Ltd2,889
0.0% of portfolio›$16.3K
Creative Financial Designs Inc2,786
0.0% of portfolio›$15.7K
Bell Investment Advisors, Inc2,611
0.0% of portfolio›$14.7K
Essential Partners LLC2,579
0.0% of portfolio›$14.5K
Signature Equity Partners, LLC2,488
0.0% of portfolio›$14.0K
Proathlete Wealth Management LLC2,474
0.0% of portfolio›$13.9K
Planning Strategies Inc.2,439
0.0% of portfolio›$13.7K
Highline Wealth Partners LLC2,275
0.0% of portfolio›$12.8K
Nisa Investment Advisors, LLC2,047
0.0% of portfolio›$11.5K
Retirement Wealth Solutions LLC1,816
0.0% of portfolio›$10.2K
Financial Consulate, Inc1,777
0.0% of portfolio›$10.0K
City State Bank1,637
0.0% of portfolio›$9.2K
Grove Bank & Trust1,631
0.0% of portfolio›$9.2K
New England Capital Financial Advisors LLC1,319
0.0% of portfolio›$7.4K
Fortitude Family Office, LLC1,276
0.0% of portfolio›$7.2K
Livelsberger Financial Advisory1,256
0.0% of portfolio›$7.1K
Montag A & Associates Inc1,182
0.0% of portfolio›$6.7K
Wilmington Savings Fund Society, FSB1,174
0.0% of portfolio›$6.6K
Ascentis Wealth Management, LLC1,149
0.0% of portfolio›$6.5K
GK Wealth Management LLC1,129
0.0% of portfolio›$6.4K
UMB Private Wealth Management, LLC1,123
0.0% of portfolio›$6.3K
Caitong International Asset Management Co., Ltd1,037
0.0% of portfolio›$5.8K
Hilltop National Bank1,000
0.0% of portfolio›$5.6K
Kozak & Associates, Inc.951
0.0% of portfolio›$5.2K
CX Institutional880
0.0% of portfolio›$5
Nemes Rush Group LLC812
0.0% of portfolio›$4.6K
Spire Wealth Management800
0.0% of portfolio›$4.5K
Jnba Financial Advisors773
0.0% of portfolio›$4.4K
Independence Bank of Kentucky773
0.0% of portfolio›$4.4K
Rossby Financial, LCC738
0.0% of portfolio›$4.2K
Triumph Capital Management733
0.0% of portfolio›$4.1K
North Star Investment Management Corp.731
0.0% of portfolio›$4.1K
Financial Management Professionals, Inc.720
0.0% of portfolio›$4.1K
Markowski Investments717
0.0% of portfolio›$4.0K
Gleason Group, Inc.707
0.0% of portfolio›$4.0K
American Capital Advisory, LLC692
0.0% of portfolio›$3.9K
Abound Wealth Management610
0.0% of portfolio›$3.4K
Tounjian Advisory Partners, LLC595
0.0% of portfolio›$3.4K
Physician Wealth Advisors, Inc.527
0.0% of portfolio›$3.0K
MV Capital Management, Inc.521
0.0% of portfolio›$2.9K
Pinnacle Bancorp, Inc.438
0.0% of portfolio›$2.5K
Burk Holdings LLC427
0.0% of portfolio›$2.4K
Horizon Financial Services, LLC313
0.0% of portfolio›$1.8K
Elevated Capital Advisors, LLC253
0.0% of portfolio›$1.4K
WPG Advisers, LLC223
0.0% of portfolio›$1.3K
Monetary Solutions, Ltd207
0.0% of portfolio›$1.2K
Key Capital Management, Inc159
0.0% of portfolio›$895
Godsey & Gibb, Inc154
0.0% of portfolio›$868
Lanark Financial, Inc.154
0.0% of portfolio›$866
Center for Financial Planning, Inc.142
0.0% of portfolio›$799
Trust Co of Vermont142
0.0% of portfolio›$799
Arlington Trust Co LLC140
0.0% of portfolio›$788
Mosley Wealth Management131
0.0% of portfolio›$717
Trust Co107
0.0% of portfolio›$602
StrongBox Wealth, LLC98
0.0% of portfolio›$552
Decker Retirement Planning Inc.93
0.0% of portfolio›$526
GHP Investment Advisors, Inc.89
0.0% of portfolio›$502
CoreCap Advisors, LLC86
0.0% of portfolio›$484
Gilpin Wealth Management, LLC84
0.0% of portfolio›$473
StyleTurnoverLocationFiled
Mondrian Investment Partners LTD
47,314,255$266.4M4.9%YieldMediumLondon, United Kingdom2026-10-23
Citigroup Inc
15,719,458$88.5M0.0%CoreMediumNew York, NY2026-11-04
Dimensional Fund Advisors LP
12,882,446$72.5M0.0%IndexLowAustin, TX2026-11-04
Assetmark, Inc
5,092,089$28.7M0.0%ETFLowConcord, CA2026-10-21
Crossmark Global Holdings, Inc.
4,580,241$25.8M0.3%GARPMediumHouston, TX2026-10-21
ABC Arbitrage SA
2,961,398$16.7M1.6%YieldVery HighParis, India2026-10-23
Creative Planning
1,609,830$9.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Ethic Inc.
1,492,349$8.4M0.1%CoreLowNew York, NY2026-11-03
TD Waterhouse Canada Inc.
1,480,876$8.0M0.0%CoreLowToronto, Australia2026-10-16
Eagle Global Advisors LLC
1,290,000$7.3M0.2%CoreLowHouston, TX2026-11-02
Henry James International Management Inc.
1,157,068$6.5M2.0%GARPLowNew York, NY2026-10-14
Gradient Investments LLC
1,019,514$5.7M0.1%CoreMediumArden Hills, MN2026-10-08
Oppenheimer Asset Management Inc.
545,469$3.1M0.0%CoreMediumNew York, NY2026-10-27
BI Asset Management Fondsmaeglerselskab A/S
522,157$2.9K0.0%CoreMediumKobenhavn, Greece2026-10-22
Royal Palms Capital LLC
471,161$2.7M2.4%YieldMediumWhitefish, MT2026-10-23
HF Advisory Group, LLC
453,004$2.6M0.8%ValueLowAnnapolis, MD2026-10-09
Jcic Asset Management Inc.
433,158$2.4M1.0%GrowthMediumToronto, Australia2026-10-30
Atria Investments, Inc
426,004$2.4M0.0%CoreMediumCharlotte, NC2026-10-15
Truist Financial Corp
423,149$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Factory Mutual Insurance Co
400,442$2.3M0.0%GrowthLowWaltham, MA2026-10-30
Lockheed Martin Investment Management Co
390,000$2.2M0.2%GrowthMediumBethesda, MD2026-11-04
Elevation Point Wealth Partners, LLC
368,932$2.1M0.0%CoreHighDenver, CO2026-11-05
Equitable Trust Co
367,548$2.1M0.1%CoreLowNashville, TN2026-10-13
Park Avenue Securities LLC
329,429$1.9K0.0%ETFMediumNew York, NY2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
326,950$1.8M0.1%GrowthLowLjubljana, Andorra2026-10-22
Quadrant Capital Group LLC
321,413$1.8M0.0%CoreLowCincinnati, OH2026-10-20
Cookson Peirce & Co Inc
299,684$1.7M0.1%GrowthHighPittsburgh, PA2026-10-30
Signaturefd, LLC
296,610$1.7M0.0%IndexLowAtlanta, GA2026-10-23
Vise Technologies, Inc.
252,259$1.4M0.0%IndexLowNew York, NY2026-10-29
Choreo, LLC
246,856$1.4M0.0%IndexLowRockford, IL2026-10-28
Revisor Wealth Management LLC
241,044$1.3M0.3%CoreLowAkron, OH2026-10-20
CIBC Asset Management Inc
235,515$1.3M0.0%GARPLowToronto, South Africa2026-11-05
Patriot Financial Group Insurance Agency, LLC
232,746$1.3M0.1%GrowthLowWalpole, MA2026-10-14
Keybank National Association
231,266$1.3M0.0%CoreLowBrooklyn, OH2026-11-04
Allspring Global Investments Holdings, LLC
214,473$1.2M0.0%CoreMediumCharlotte, NC2026-11-04
Aaron Wealth Advisors LLC
208,305$1.2M0.1%GrowthMediumChicago, IL2026-10-13
Wealth Enhancement Advisory Services, LLC
203,297$1.1M0.0%CoreLowPlymouth, MN2026-10-13
Kathmere Capital Management, LLC
188,790$1.1M0.1%ETFLowWayne, PA2026-10-20
Legacy Wealth Asset Management, LLC
168,754$950.1K0.2%GARPMediumWoodbury, MN2026-10-09
Marino, Stram & Associates LLC
167,090$940.7K0.1%ETFVery LowBraintree, MA2026-10-22
Pinnacle Associates LTD
166,048$934.9K0.0%CoreLowNew York, NY2026-10-20
Gibbs Wealth Management
165,621$932.4K0.1%CoreLowAlpharetta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
143,073$8050.0%ETFLowFairfield, IA2026-11-02
Greenspring Advisors, LLC
124,096$698.7K0.0%ETFVery LowTowson, MD2026-11-05
Evergreen Capital Management LLC
116,954$658.5K0.0%GARPMediumBellevue, WA2026-10-23
Apollon Wealth Management, LLC
116,297$654.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Commonwealth Equity Services, LLC
111,841$629.7K0.0%ETFLowWaltham, MA2026-11-02
May Hill Capital, LLC
110,796$623.8K0.1%ETFLowCohasset, MA2026-11-03
Edge Wealth Management LLC
110,000$619.8K0.1%CoreLowNew York, NY2026-10-13
Farther Finance Advisors, LLC
109,376$615.8K0.0%IndexLowSan Francisco, CA2026-10-08
Aprio Wealth Management, LLC
107,827$607.1K0.0%ETFMediumAtlanta, GA2026-10-28
MGO One Seven LLC
104,008$585.6K0.0%GrowthLowBeachwood, OH2026-10-28
Gamma Investing LLC
102,739$578.4K0.0%IndexVery LowFoster City, CA2026-10-08
HB Wealth Management, LLC
101,131$569.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Foster Victor Wealth Advisors, LLC
92,513$500.5K0.0%CoreMediumGreenville, SC2026-10-21
Blue Trust, Inc.
92,134$518.7K0.0%ETFLowBrentwood, TN2026-10-15
Eagle Rock Investment Company, LLC
91,700$516.3K0.1%CoreLowAtlanta, GA2026-10-21
Abel Hall, LLC
89,443$503.6K0.1%CoreMediumBaton Rouge, LA2026-10-19
Brookstone Capital Management
86,287$485.8K0.0%ETFMediumWheaton, IL2026-10-22
Cypress Wealth Services, LLC
85,886$477.5K0.1%ETFLowPalm Desert, CA2026-10-21
Ascent Group, LLC
83,950$472.6K0.0%CoreLowVirginia Beach, VA2026-10-30
Parallel Advisors, LLC
83,384$469.5K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
81,029$456.2K0.0%CoreMediumBirmingham, AL2026-11-04
William John Sempolinski
74,820$421.2K0.2%MomentumLowEaston, MA2026-10-20
Sagespring Wealth Partners, LLC
72,354$407.4K0.0%ETFLowFranklin, TN2026-10-22
Kestra Advisory Services, LLC
71,648$403.4K0.0%CoreLowAustin, TX2026-11-02
LVW Advisors, LLC
69,633$392.0K0.0%CoreMediumPittsford, NY2026-10-19
Anchyra Partners LLC
68,766$387.2K0.1%CoreLowAtlanta, GA2026-10-13
TD Private Client Wealth LLC
66,037$371.8K0.0%ETFLowNew York, NY2026-10-28
Portside Wealth Group, LLC
65,696$369.9K0.0%CoreMediumProvo, UT2026-10-20
SmartHarvest Portfolios, LLC
65,083$366.4K0.1%GrowthLowSeattle, WA2026-10-26
Gallacher Capital Management LLC
64,852$365.1K0.3%ValueMediumLone Tree, CO2026-10-30
Indivisible Partners
63,632$358.2K0.0%GrowthMediumClearwater, FL2026-10-26
PDS Planning, Inc
63,588$358.0K0.0%IndexVery LowDublin, OH2026-11-03
Alliance Wealth Advisors, LLC
62,740$353.2K0.1%CoreVery LowScranton, PA2026-10-14
Trust Point Inc.
61,628$347.0K0.0%CoreMediumLa Crosse, WI2026-10-27
Xponance LLC
61,421$345.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
60,775$342.2K0.0%GARPLowMansfield, OH2026-10-27
Frank, Rimerman Advisors LLC
60,131$338.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Lido Advisors, LLC
59,038$332.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Valeo Financial Advisors, LLC
58,982$332.1K0.0%ETFLowCarmel, IN2026-10-08
Oppenheimer & Co Inc
57,514$323.8K0.0%CoreLowNew York, NY2026-10-26
HUB Investment Partners, LLC
55,854$314.5K0.0%GrowthLowAustin, TX2026-11-03
Cape Investment Advisory, Inc.
55,230$310.9K0.1%ETFLowMcdonough, GA2026-10-13
Five Oceans Advisors
54,791$308.5K0.1%ETFVery LowCarlsbad, CA2026-10-22
Larry Mathis Financial Planning, LLC
54,568$307.2K0.3%ValueHighPhoenix, AZ2026-10-26
Brighton Jones LLC
53,528$301.4K0.0%CoreVery LowSeattle, WA2026-11-03
First Affirmative Financial Network
52,806$297.3K0.1%CoreN/AColorado Springs, CO2026-10-21
71 West Capital Partners
51,929$292.4K0.0%IndexVery LowBoston, MA2026-11-04
D.A. Davidson & Co.
51,303$288.8K0.0%CoreLowGreat Falls, MT2026-10-28
Perigon Wealth Management, LLC
48,051$270.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Sage Rhino Capital LLC
47,363$266.7K0.0%ETFLowMenlo Park, CA2026-10-28
Concurrent Investment Advisors, LLC
45,428$255.8K0.0%GrowthMediumTampa, FL2026-10-16
Riversedge Advisors, LLC
44,663$251.5K0.0%ETFMediumWilmington, DE2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
43,988$247.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Prime Capital Investment Advisors, LLC
43,484$244.8K0.0%ETFLowOverland Park, KS2026-10-20
IFP Advisors, Inc
42,767$240.8K0.0%GrowthLowTampa, FL2026-10-16
Chicago Trust Co NA
42,000$236.5K0.0%CoreLowGrayslake, IL2026-10-28
Cromwell Holdings LLC
41,924$236.0K0.1%IndexLowJackson, WY2026-10-28
Angeles Wealth Management, LLC
40,938$230.5K0.0%ETFLowSanta Monica, CA2026-10-26
Cooper Financial Group
40,742$229.4K0.0%GrowthMediumIrvine, CA2026-10-07
Dynamic Advisor Solutions LLC
39,732$223.7K0.0%ETFLowPhoenix, AZ2026-10-13
Diversify Advisory Services, LLC
39,584$216.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
39,584$216.5K0.0%GrowthMediumSandy, UT2026-10-20
Warren Street Wealth Advisors, LLC
38,150$214.8K0.0%ETFMediumIrvine, CA2026-11-04
Old National Bancorp
36,065$203.0K0.0%CoreLowEvansville, IN2026-10-20
SYM Financial Corp
32,720$184.2K0.0%ETFVery LowWinona Lake, IN2026-10-26
Granite Group Advisors, LLC
32,018$180.3K0.1%ValueLowStamford, CT2026-10-14
Platform Technology Partners
31,408$176.8K0.0%CoreVery LowLocust Valley, NY2026-11-02
Sanders Capital, LLC
30,900$174.0K0.0%GARPMediumWest Palm Beach, FL2026-11-02
Yousif Capital Management, LLC
30,433$171.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Cardinal Point Capital Management ULC
29,666$167.0K0.0%ValueLowToronto, Australia2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
29,505$166.1K0.2%ETFLowAppleton, WI2026-10-22
Traveka Wealth, LLC
28,301$159.3K0.0%ETFLowLos Altos, CA2026-10-19
Avior Wealth Management, LLC
27,203$153.2K0.0%ETFMediumOmaha, NE2026-10-13
Stronghold Wealth Management L.L.C.
27,110$152.6K0.2%CoreLowTampa, FL2026-10-16
Wedmont Private Capital
25,611$137.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Retirement Planning Co of New England, Inc.
25,135$141.5K0.1%CoreLowWarwick, RI2026-10-15
Crumly & Associates Inc.
25,083$141.2K0.0%ETFMediumSpringfield, IL2026-10-07
Meriwether Wealth & Planning, LLC
24,801$139.6K0.1%ETFMediumMinden, LA2026-10-13
Paladin Wealth, LLC
24,773$139.5K0.1%CoreLowArden Hills, MN2026-10-23
Versant Capital Management, Inc
24,533$138.1K0.0%GARPLowPhoenix, AZ2026-10-02
Livet Wealth, LLC
24,226$136.4K0.1%ETFLowSpanish Fork, UT2026-10-27
V-Square Quantitative Management LLC
24,102$135.7K0.0%CoreLowChicago, IL2026-10-15
Prospera Financial Services Inc
23,761$118.8K0.0%CoreMediumDallas, TX2026-11-04
PFG Advisors
23,670$133.3K0.0%ETFMediumPhoenix, AZ2026-10-16
Sky Investment Group LLC
23,200$130.6K0.0%CoreVery LowHartford, CT2026-10-30
Wedbush Securities Inc
22,232$1250.0%CoreLowPasadena, CA2026-10-22
55 North Private Wealth, LLC
22,195$125.0K0.0%ETFLowWinter Park, FL2026-10-20
Impact Capital Partners LLC
21,775$122.6K0.0%GrowthLowGreenwood Village, CO2026-10-22
D'Orazio & Associates, Inc.
21,700$122.2K0.0%ETFLowVienna, VA2026-11-04
Fiduciary Financial Group, LLC
21,478$120.9K0.0%ETFLowSan Rafael, CA2026-10-13
Curated Wealth Partners LLC
21,353$120.2K0.0%GARPLowEl Segundo, CA2026-10-15
Virtue Capital Management, LLC
21,196$119.3K0.0%GrowthHighBrentwood, TN2026-10-29
Breakwater Capital Group
20,936$117.9K0.0%ETFLowParamus, NJ2026-10-09
First Horizon Corp
20,856$117.4K0.0%CoreLowMemphis, TN2026-10-26
Axxcess Wealth Management, LLC
20,351$114.6K0.0%CoreLowCarlsbad, CA2026-10-21
VestGen Advisors, LLC
20,140$113.4K0.0%GrowthMediumChicago, IL2026-10-27
Unique Wealth Strategies, LLC
20,097$117.2K0.0%CoreMediumBurr Ridge, IL2026-10-13
Baron Wealth Management LLC
19,973$112.5K0.0%CoreLowTroy, MI2026-10-27
Centurion Wealth Management LLC
19,837$111.7K0.0%ETFMediumMclean, VA2026-10-13
SteelPeak Wealth, LLC
19,781$111.4K0.0%GrowthHighWoodland Hills, CA2026-10-16
AlphaCore Capital LLC
19,231$108.3K0.0%ETFLowLa Jolla, CA2026-11-04
Brucke Financial, Inc.
18,955$106.7K0.0%GrowthMediumIndianapolis, IN2026-10-23
Baldwin Wealth Partners LLC
18,551$104.4K0.0%GrowthLowMarion, MA2026-10-13
B. Riley Wealth Advisors, Inc.
17,966$101.1K0.0%GrowthLowMemphis, TN2026-10-13
Soltis Investment Advisors LLC
17,904$100.8K0.0%CoreMediumSt. George, UT2026-10-28
Tanager Wealth Management LLP
17,882$100.7K0.0%ETFLowGoring On Thames, United Kingdom2026-10-19
Lazari Capital Management, Inc.
17,797$100.2K0.0%GrowthLowBurbank, CA2026-10-20
XXI Wealth, LLC
16,721$94.1K0.0%GrowthLowChicago, IL2026-10-22
RMR Wealth Builders
16,703$94.0K0.0%ETFLowMontclair, NJ2026-10-22
Seven Mile Advisory
16,690$94.0K0.1%GrowthLowTallahassee, FL2026-10-22
Aspiriant, LLC
16,425$92.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Intergy Private Wealth, LLC
16,297$91.8K0.0%ETFVery LowColorado Springs, CO2026-10-16
Robertson Stephens Wealth Management, LLC
16,057$90.4K0.0%ETFMediumSan Francisco, CA2026-10-16
Crestwood Advisors Group, LLC
15,991$90.0K0.0%GrowthLowBoston, MA2026-10-27
SBI Securities Co., Ltd.
15,840$89.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Triad Wealth Partners, LLC
15,750$88.7K0.0%ETFMediumLawrence, KS2026-10-26
Root Financial Partners, LLC
15,744$88.6K0.0%ETFMediumEncinitas, CA2026-10-21
August Group Capital Ltd
15,538$87.5K0.1%GrowthMediumToronto, Australia2026-10-14
Sowell Financial Services LLC
15,415$86.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Kaufman Rossin Wealth, LLC
15,389$86.6K0.0%ETFLowMiami, FL2026-10-19
Resonant Capital Advisors, LLC
15,365$86.5K0.0%ETFLowMadison, WI2026-10-15
OpenArc Corporate Advisory, LLC
15,321$86.3K0.0%GrowthLowAtlanta, GA2026-10-21
Larson Financial Group LLC
15,055$84.8K0.0%GrowthLowSt Louis, MO2026-11-05
Impact Investors, Inc
14,998$84.4K0.1%ETFLowSan Francisco, CA2026-11-02
Avidian Wealth Enterprises, LLC
14,909$83.9K0.0%ETFLowHouston, TX2026-10-08
Blvd Private Wealth, LLC
14,879$83.8K0.1%CoreMediumProspect, KY2026-10-14
Klingman & Associates, LLC
14,727$82.9K0.0%ETFVery LowNew York, NY2026-10-20
Park National Corp
14,541$81.9K0.0%CoreLowNewark, OH2026-10-05
Moody National Bank Trust Division
14,405$81.1K0.0%CoreMediumGalveston, TX2026-10-06
Certuity, LLC
14,287$80.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
LifeGoal Investments, LLC
13,989$78.8K0.0%ETFLowSaratoga Springs, NY2026-10-09
James Hambro & Partners LLP
13,473$76.1K0.0%GrowthMediumLondon, United Kingdom2026-10-19
Opal Wealth Advisors, LLC
13,425$75.6K0.0%ETFLowJericho, NY2026-10-16
Advisor OS, LLC
13,193$74.3K0.0%ETFMediumChicago, IL2026-11-03
Great Diamond Partners, LLC
13,041$73.4K0.0%CoreMediumPortland, ME2026-10-13
Beverly Hills Private Wealth, LLC
13,010$73.2K0.0%ValueMediumBeverly Hills, CA2026-11-04
Romano Brothers and Company
13,000$73.2K0.0%CoreLowEvanston, IL2026-10-22
Investment Research Partners LLC
12,961$73.0K0.0%CoreLowLemont, PA2026-10-19
Avail Investment Partners, LLC
12,961$73.0K0.1%CoreMediumLemont, PA2026-10-16
Capital Asset Advisory Services LLC
12,754$68.6K0.0%ETFLowWilliamston, MI2026-10-30
First Pacific Financial
12,635$71.1K0.0%ETFLowVancouver, WA2026-10-14
Facet Wealth, Inc.
12,580$70.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Foster Group, Inc.
12,376$69.7K0.0%ETFVery LowUrbandale, IA2026-10-13
Aletheian Wealth Advisors LLC
12,372$69.7K0.0%ETFVery LowBellevue, WA2026-10-08
RBA Wealth Management, LLC
12,350$69.5K0.0%ValueMediumNewport Beach, CA2026-10-28
Diversified Enterprises, LLC
12,198$68.7K0.0%ETFVery LowWilmington, DE2026-10-19
Vann Equity Management LLC
12,046$67.8K0.0%GrowthMediumPlano, TX2026-10-08
Everhart Financial Group, Inc.
12,040$67.8K0.0%ETFLowDublin, OH2026-10-08
Simplex Trading, LLC
11,891$66.9K0.0%CoreVery HighChicago, IL2026-11-04
FAI Advisors, Inc.
11,884$66.9K0.0%GrowthLowFarmington Hills, MI2026-10-27
RFG Advisory, LLC
11,789$66.4K0.0%ETFMediumBirmingham, AL2026-11-03
Carter Financial Group, Inc.
11,735$66.1K0.0%GrowthLowBarrington, IL2026-10-21
Owl Creek Wealth Partners LLC
11,299$63.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Cypress Capital Group
10,930$61.5K0.0%CoreLowPalm Beach, FL2026-11-03
Salomon & Ludwin, LLC
10,922$61.5K0.0%ETFVery LowRichmond, VA2026-10-29
Cherrydale Wealth Management, LLC
10,694$60.2K0.0%ETFVery LowMontclair, NJ2026-10-20
Hoxton Planning & Management, LLC
10,657$60.0K0.0%ETFLowShepherdstown, WV2026-10-15
Elwood & Goetz Wealth Advisory Group, LLC
10,541$59.3K0.0%ETFLowAthens, GA2026-10-28
Halbert Hargrove Global Advisors, LLC
10,484$59.0K0.0%ETFLowLong Beach, CA2026-10-16
Enterprise Financial Services Corp
10,009$56.4K0.0%CoreVery LowClayton, MO2026-11-03
Shepherd Financial Partners LLC
10,000$56.3K0.0%ETFLowWinchester, MA2026-11-03
Latitude Advisors, LLC
9,889$55.7K0.0%ETFLowYorkville, IL2026-10-27
True Wealth Design, LLC
9,478$53.4K0.0%ETFMediumAkron, OH2026-10-13
Mather Group, Llc.
9,439$53.1K0.0%ETFMediumChicago, IL2026-10-14
Trust Co of Toledo NA
9,415$53.0K0.0%GrowthVery LowHolland, OH2026-10-16
Manchester Capital Management LLC
8,163$46.0K0.0%CoreLowManchester, VT2026-10-22
Parkside Financial Bank & Trust
7,838$44.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Eastern Bank
7,666$43.2K0.0%GrowthMediumBoston, MA2026-10-05
James T. Borello RIA
7,221$40.7K0.0%ETFVery LowEast Dundee, IL2026-10-16
Concord Wealth Partners
7,158$40.3K0.0%GrowthLowAbingdon, VA2026-11-02
Hilton Head Capital Partners, LLC
6,955$39.2K0.0%CoreMediumHilton Head Island, SC2026-10-23
Westside Investment Management, Inc.
6,406$35.2K0.0%GrowthLowSanta Monica, CA2026-11-02
SJS Investment Consulting Inc.
5,801$32.7K0.0%ETFVery LowSylvania, OH2026-10-26
Guardian Partners Inc.
5,600$31.5K0.0%ValueMediumToronto, South Africa2026-10-21
KFG LLC
5,118$28.8K0.0%ETFN/ARapid City, SD2026-11-02
Provenance Wealth Advisors, LLC
4,885$27.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Silver Grove Financial Group, Inc.
4,776$26.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Private Trust Co NA
4,764$26.8K0.0%CoreLowCleveland, OH2026-10-20
Financial Network Wealth Advisors LLC
4,641$26.1K0.0%ETFLowMurray, UT2026-10-28
JFS Wealth Advisors, LLC
4,209$23.7K0.0%ETFVery LowHermitage, PA2026-11-03
Fairscale Capital, LLC
3,976$19.9K0.0%GrowthVery LowNashua, NH2026-11-04
Acumen Wealth Advisors, LLC
3,883$21.9K0.0%GrowthHighChattanooga, TN2026-11-05
West Financial Advisors, LLC
3,762$21.2K0.0%ETFLowDes Moines, IA2026-10-22
Bare Financial Services, Inc
3,610$20.3K0.0%ETFVery LowGap, PA2026-11-04
Brown, Lisle Ings, Inc.
3,428$19.3K0.0%CoreVery LowProvidence, RI2026-10-16
Princeton Global Asset Management LLC
3,000$16.9K0.0%GrowthLowPrinceton, NJ2026-10-21
Harbor Asset Planning, Inc.
2,940$16.6K0.0%ETFVery LowBelmont, MA2026-10-23
Bayforest Capital Ltd
2,889$16.3K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Creative Financial Designs Inc
2,786$15.7K0.0%ETFMediumKokomo, IN2026-11-04
Bell Investment Advisors, Inc
2,611$14.7K0.0%ETFVery LowOrinda, CA2026-10-29
Essential Partners LLC
2,579$14.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Signature Equity Partners, LLC
2,488$14.0K0.0%GrowthMediumColumbus, OH2026-10-29
Proathlete Wealth Management LLC
2,474$13.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Planning Strategies Inc.
2,439$13.7K0.0%ETFN/ALancaster, PA2026-10-02
Highline Wealth Partners LLC
2,275$12.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Nisa Investment Advisors, LLC
2,047$11.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Retirement Wealth Solutions LLC
1,816$10.2K0.0%ETFLowMarshfield, WI2026-10-07
Financial Consulate, Inc
1,777$10.0K0.0%ETFLowHunt Valley, MD2026-10-23
City State Bank
1,637$9.2K0.0%GrowthVery LowNorwalk, IA2026-10-20
Grove Bank & Trust
1,631$9.2K0.0%ETFLowMiami, FL2026-10-08
New England Capital Financial Advisors LLC
1,319$7.4K0.0%ETFLowMeriden, CT2026-11-03
Fortitude Family Office, LLC
1,276$7.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Livelsberger Financial Advisory
1,256$7.1K0.0%YieldVery LowAshland, OH2026-10-28
Montag A & Associates Inc
1,182$6.7K0.0%CoreLowAtlanta, GA2026-10-29
Wilmington Savings Fund Society, FSB
1,174$6.6K0.0%CoreLowWilmington, DE2026-10-23
Ascentis Wealth Management, LLC
1,149$6.5K0.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
1,129$6.4K0.0%GARPVery HighReno, NV2026-10-09
UMB Private Wealth Management, LLC
1,123$6.3K0.0%GrowthN/AKansas City, MO2026-10-19
Caitong International Asset Management Co., Ltd
1,037$5.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hilltop National Bank
1,000$5.6K0.0%CoreLowCasper, WY2026-10-14
Kozak & Associates, Inc.
951$5.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
CX Institutional
880$50.0%CoreMediumAuburn, IN2026-10-02
Nemes Rush Group LLC
812$4.6K0.0%CoreVery LowNovi, MI2026-11-04
Spire Wealth Management
800$4.5K0.0%GrowthMediumMclean, VA2026-10-30
Jnba Financial Advisors
773$4.4K0.0%ETFMediumBloomington, MN2026-11-03
Independence Bank of Kentucky
773$4.4K0.0%GrowthLowOwensboro, KY2026-10-26
Rossby Financial, LCC
738$4.2K0.0%ETFMediumMelbourne, FL2026-11-05
Triumph Capital Management
733$4.1K0.0%ETFMediumDenver, CO2026-10-14
North Star Investment Management Corp.
731$4.1K0.0%CoreLowChicago, IL2026-10-27
Financial Management Professionals, Inc.
720$4.1K0.0%ETFMediumAustin, TX2026-10-23
Markowski Investments
717$4.0K0.0%ETFN/ATampa, FL2026-10-30
Gleason Group, Inc.
707$4.0K0.0%ETFVery LowProspect, KY2026-10-15
American Capital Advisory, LLC
692$3.9K0.0%ETFLowKetchum, ID2026-10-28
Abound Wealth Management
610$3.4K0.0%ETFVery LowFranklin, TN2026-10-26
Tounjian Advisory Partners, LLC
595$3.4K0.0%GrowthHighFort Myers, FL2026-11-04
Physician Wealth Advisors, Inc.
527$3.0K0.0%ETFMediumMidvale, UT2026-10-20
MV Capital Management, Inc.
521$2.9K0.0%ETFLowBethesda, MD2026-10-29
Pinnacle Bancorp, Inc.
438$2.5K0.0%CoreVery LowBeatrice, NE2026-10-21
Burk Holdings LLC
427$2.4K0.0%ETFVery LowTulsa, OK2026-11-05
Horizon Financial Services, LLC
313$1.8K0.0%ETFLowWinston Salem, NC2026-11-04
Elevated Capital Advisors, LLC
253$1.4K0.0%ETFMediumSandy, UT2026-11-04
WPG Advisers, LLC
223$1.3K0.0%CoreLowBaltimore, MD2026-10-27
Monetary Solutions, Ltd
207$1.2K0.0%ETFVery LowDayton, OH2026-10-22
Key Capital Management, Inc
159$8950.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Godsey & Gibb, Inc
154$8680.0%CoreLowRichmond, VA2026-10-14
Lanark Financial, Inc.
154$8660.0%CoreMediumBirmingham, AL2026-10-26
Center for Financial Planning, Inc.
142$7990.0%ETFLowSouthfied, MI2026-10-26
Trust Co of Vermont
142$7990.0%CoreVery LowBrattleboro, VT2026-10-21
Arlington Trust Co LLC
140$7880.0%ETFMediumBirmingham, AL2026-10-20
Mosley Wealth Management
131$7170.0%ETFHighAnaheim, CA2026-10-16
Trust Co
107$6020.0%ETFVery LowManhattan, KS2026-10-09
StrongBox Wealth, LLC
98$5520.0%GrowthLowLee'S Summit, MO2026-11-02
Decker Retirement Planning Inc.
93$5260.0%Agg GrowthVery HighLevi, UT2026-10-19
GHP Investment Advisors, Inc.
89$5020.0%CoreVery LowDenver, CO2026-10-15
CoreCap Advisors, LLC
86$4840.0%ETFMediumSouthfield, MI2026-10-08
Gilpin Wealth Management, LLC
84$4730.0%GrowthLowDenver, CO2026-10-09