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Manulife Financial Corp (MFC)

CUSIP: 56501R106 | NYSE | Financial Services · Insurance - Life | Large Cap | 1982 institutional holders

Quarters

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

MacKenzie Financial Corp26,835,970
1.2% of portfolio›$1.1B
CIBC Asset Management Inc17,532,637
1.6% of portfolio›$752.1M
TD Waterhouse Canada Inc.16,753,353
1.8% of portfolio›$708.1M
Dimensional Fund Advisors LP8,456,808
0.1% of portfolio›$360.2M
Beutel, Goodman & Co Ltd.4,550,886
0.0% of portfolio›$194.4K
Cardinal Capital Management, Inc.4,099,098
4.0% of portfolio›$175.1M
AGF Management LTD1,504,400
0.3% of portfolio›$81.8M
Value Partners Investments Inc.1,493,417
4.4% of portfolio›$63.8M
SEB Asset Management AB1,350,532
0.2% of portfolio›$57.7M
Todd Asset Management LLC1,250,702
1.0% of portfolio›$53.3M
DekaBank Deutsche Girozentrale1,049,134
0.0% of portfolio›$45.4K
Intact Investment Management Inc.1,045,297
1.3% of portfolio›$44.5M
Addenda Capital Inc.974,111
1.6% of portfolio›$59.1M
Cidel Asset Management Inc914,580
1.9% of portfolio›$39.1M
Achmea Investment Management B.V.840,521
0.3% of portfolio›$35.9M
Canerector Inc800,000
15.7% of portfolio›$34.2M
Allspring Global Investments Holdings, LLC704,392
0.0% of portfolio›$30.0M
Pictet Asset Management Holding SA661,014
0.0% of portfolio›$28.2M
Creative Planning646,746
0.0% of portfolio›$27.5M
Crestwood Advisors Group, LLC576,033
0.4% of portfolio›$24.5M
Citigroup Inc552,477
0.0% of portfolio›$23.6M
Mn Services Vermogensbeheer B.V.489,656
0.0% of portfolio›$20.9K
Morguard Lincluden Global Investments Ltd466,039
0.0% of portfolio›$28.3K
Cardinal Point Capital Management ULC459,450
1.1% of portfolio›$19.6M
Assetmark, Inc421,380
0.0% of portfolio›$17.9M
Grace & White Inc408,703
2.9% of portfolio›$17.4M
Heathbridge Capital Management Ltd.388,500
5.5% of portfolio›$16.6M
Kepler Cheuvreux (Suisse) SA375,932
1.4% of portfolio›$22.8M
Triasima Portfolio Management inc.373,076
2.1% of portfolio›$15.9M
PensionDanmark Pensionsforsikringsaktieselskab365,061
0.1% of portfolio›$15.6M
Crossmark Global Holdings, Inc.317,942
0.2% of portfolio›$13.5M
Lorne Steinberg Wealth Management Inc.222,064
2.0% of portfolio›$9.5M
Swiss Life Asset Management Ltd221,277
0.0% of portfolio›$9.4M
Genus Capital Management Inc.210,040
0.9% of portfolio›$9.0M
Gold Investment Management Ltd.206,004
2.5% of portfolio›$8.8M
Guardian Partners Inc.164,563
0.6% of portfolio›$7.0M
Commonwealth Equity Services, LLC156,217
0.0% of portfolio›$6.7M
Avanza Fonder AB144,778
0.2% of portfolio›$8.8M
Cambridge Investment Research Advisors, Inc.140,778
0.0% of portfolio›$6.0K
Kestra Advisory Services, LLC140,015
0.0% of portfolio›$6.0M
Vontobel Holding Ltd.134,905
0.0% of portfolio›$5.7M
Gulf International Bank (UK) Ltd127,384
0.0% of portfolio›$5.4K
Oppenheimer Asset Management Inc.126,447
0.1% of portfolio›$5.4M
Arjuna Capital122,845
1.2% of portfolio›$5.2M
Burkett Asset Management Ltd118,950
4.8% of portfolio›$5.1M
ASR Vermogensbeheer N.V.97,934
0.0% of portfolio›$4.2M
Vise Technologies, Inc.95,504
0.0% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC89,806
0.0% of portfolio›$3.8M
Kestra Private Wealth Services, LLC89,521
0.0% of portfolio›$3.8M
Davenport & Co LLC86,662
0.0% of portfolio›$3.7M
OpenArc Corporate Advisory, LLC81,036
0.0% of portfolio›$3.5M
Keybank National Association75,217
0.0% of portfolio›$3.2M
Truist Financial Corp72,591
0.0% of portfolio›$3.1M
Assenagon Asset Management S.A.71,226
0.0% of portfolio›$3.0M
LMG Wealth Partners, LLC69,806
0.5% of portfolio›$3.0M
Americana Partners, LLC66,962
0.1% of portfolio›$2.9M
Candriam S.C.A.66,865
0.0% of portfolio›$2.9M
Signaturefd, LLC63,467
0.0% of portfolio›$2.7M
Quadrant Capital Group LLC61,655
0.1% of portfolio›$2.7M
UniSuper Management Pty Ltd59,330
0.0% of portfolio›$3.6M
HB Wealth Management, LLC58,800
0.0% of portfolio›$2.5M
Ashton Thomas Private Wealth, LLC57,671
0.0% of portfolio›$2.5M
Atria Investments, Inc57,644
0.0% of portfolio›$2.5M
Choreo, LLC53,763
0.0% of portfolio›$2.3M
Pacifica Partners Inc.53,398
0.7% of portfolio›$2.3M
CenterBook Partners LP49,075
0.1% of portfolio›$2.1M
Apollon Wealth Management, LLC46,163
0.0% of portfolio›$2.0M
BayBridge Capital Group, LLC44,791
1.0% of portfolio›$1.9M
Lido Advisors, LLC44,187
0.0% of portfolio›$1.9M
Sageworth Trust Co43,048
0.1% of portfolio›$1.8M
Oppenheimer & Co Inc42,335
0.0% of portfolio›$1.8M
111 Capital37,933
0.2% of portfolio›$1.6M
PFG Advisors37,644
0.1% of portfolio›$1.6M
Hennion & Walsh Asset Management, Inc.36,086
0.0% of portfolio›$1.5M
Sterling Capital Management LLC35,879
0.0% of portfolio›$1.5M
Advisory Resource Group35,500
0.2% of portfolio›$1.5M
Redhawk Wealth Advisors, Inc.34,627
0.1% of portfolio›$1.5M
Eddie Patel Inc34,534
0.9% of portfolio›$1.5M
Daymark Wealth Partners, LLC33,391
0.0% of portfolio›$1.4M
Generali Asset Management SPA SGR32,117
0.0% of portfolio›$1.9M
Midwest Professional Planners, Ltd.31,880
0.3% of portfolio›$1.4M
Plato Investment Management Ltd31,413
0.1% of portfolio›$1.3M
Fideuram Asset Management (Ireland) dac30,603
0.0% of portfolio›$1.9M
Norden Group LLC30,583
0.1% of portfolio›$1.3M
Cigna Investments Inc30,413
0.0% of portfolio›$1.3K
Burney Co/29,542
0.0% of portfolio›$1.3M
Westco Advisory Services Inc29,457
0.8% of portfolio›$1.3M
Hoge Financial Services, LLC28,979
0.6% of portfolio›$1.2M
Regions Financial Corp28,930
0.0% of portfolio›$1.2M
AlphaCore Capital LLC28,785
0.0% of portfolio›$1.2M
Wealth Architects, LLC28,273
0.1% of portfolio›$1.2M
Ethic Inc.28,199
0.0% of portfolio›$1.2M
Farther Finance Advisors, LLC27,832
0.0% of portfolio›$1.2M
Grimes & Co Wealth Management, LLC26,824
0.0% of portfolio›$1.1M
Sumitomo Mitsui DS Asset Management Company, Ltd26,613
0.0% of portfolio›$1.1M
Coastline Trust Co25,650
0.1% of portfolio›$1.1M
Wedbush Securities Inc24,779
0.0% of portfolio›$1.1K
Evergreen Capital Management LLC24,412
0.0% of portfolio›$1.0M
TD Private Client Wealth LLC23,055
0.0% of portfolio›$981.9K
Legacy Wealth Asset Management, LLC22,393
0.2% of portfolio›$953.7K
Montag A & Associates Inc22,279
0.0% of portfolio›$948.9K
Moss Adams Wealth Advisors LLC21,618
0.1% of portfolio›$920.7K
Aprio Wealth Management, LLC21,556
0.0% of portfolio›$918.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management21,505
0.0% of portfolio›$915.9K
Hilltop National Bank21,169
0.2% of portfolio›$901.6K
Concurrent Investment Advisors, LLC21,066
0.0% of portfolio›$897.2K
Gateway Investment Advisers LLC20,667
0.0% of portfolio›$880.2K
Robertson Stephens Wealth Management, LLC20,079
0.0% of portfolio›$855.2K
Tctc Holdings, LLC19,259
0.0% of portfolio›$820.2K
Archer Investment Corp19,000
0.1% of portfolio›$809.2K
Summit Global Investments18,392
0.0% of portfolio›$783
Kathmere Capital Management, LLC17,497
0.0% of portfolio›$745.2K
Boothe Investment Group, Inc.17,450
0.2% of portfolio›$743.2K
Ferguson Wellman Capital Management, Inc16,876
0.0% of portfolio›$718.7K
Financial & Tax Architects, LLC16,366
0.1% of portfolio›$697.0K
Schneider Downs Wealth Management Advisors, LP15,845
0.1% of portfolio›$674.9K
Cassaday & Co Wealth Management LLC15,292
0.0% of portfolio›$651.3K
Park Avenue Securities LLC15,289
0.0% of portfolio›$651
Apella Capital, LLC15,127
0.0% of portfolio›$630.4K
State of Wyoming14,932
0.0% of portfolio›$637.2K
Integrated Advisors Network LLC14,688
0.0% of portfolio›$625.6K
Manske Wealth Management14,622
0.1% of portfolio›$622.8K
Lewis Asset Management, LLC14,164
0.2% of portfolio›$603.2K
Global Financial Private Client, LLC14,124
0.2% of portfolio›$601.5K
Nicholas Hoffman & Company, Llc.14,072
0.0% of portfolio›$599.3K
Wesbanco Bank Inc13,354
0.0% of portfolio›$568.7K
Community Bank & Trust, Waco, Texas13,303
0.0% of portfolio›$567
Burke & Herbert Bank & Trust Co13,286
0.1% of portfolio›$565.9K
Caliber Wealth Management, LLC / KS13,216
0.1% of portfolio›$562.9K
HUB Investment Partners, LLC13,214
0.0% of portfolio›$562.8K
CoreCap Advisors, LLC13,088
0.0% of portfolio›$557.4K
Ascent Group, LLC12,922
0.0% of portfolio›$550.3K
Viewpoint Investment Partners Corp12,884
0.2% of portfolio›$548.6K
Crescent Grove Advisors, LLC12,640
0.0% of portfolio›$538.3K
Baron Wealth Management LLC12,432
0.1% of portfolio›$529.5K
Brown, Lisle Ings, Inc.12,350
0.1% of portfolio›$526.0K
Independent Financial Group, LLC12,168
0.0% of portfolio›$518.2K
Yanni & Associates Investment Advisors, LLC12,157
0.5% of portfolio›$517.8K
Websterrogers Financial Advisors, LLC12,026
0.1% of portfolio›$512.2K
Sagespring Wealth Partners, LLC11,829
0.0% of portfolio›$503.8K
PDS Planning, Inc11,633
0.0% of portfolio›$495.4K
Louisbourg Investments Inc.11,372
0.1% of portfolio›$486.0K
First Nebraska Trust Co10,950
0.0% of portfolio›$466.4K
Councilmark Asset Management, LLC10,886
0.2% of portfolio›$463.6K
Fulcrum Asset Management LLP10,478
0.0% of portfolio›$446.5K
Versant Capital Management, Inc10,308
0.0% of portfolio›$439.0K
Greenleaf Trust10,285
0.0% of portfolio›$438.0K
Brighton Jones LLC9,991
0.0% of portfolio›$425.5K
EverSource Wealth Advisors, LLC9,855
0.0% of portfolio›$419.7K
First Affirmative Financial Network9,832
0.1% of portfolio›$418.7K
HCR Wealth Advisors9,828
0.0% of portfolio›$418.6K
Parallel Advisors, LLC9,808
0.0% of portfolio›$417.7K
D.A. Davidson & Co.9,743
0.0% of portfolio›$415.0K
Pekin Hardy Strauss, Inc.9,424
0.0% of portfolio›$401.4K
Bryn Mawr Trust Advisors, LLC9,368
0.0% of portfolio›$399.0K
Armstrong Advisory Group, Inc9,298
0.0% of portfolio›$396.0K
GF Fund Management Co. Ltd.9,279
0.0% of portfolio›$395.2K
American National Bank & Trust9,262
0.0% of portfolio›$394.5K
Diversify Advisory Services, LLC9,164
0.0% of portfolio›$401.9K
Diversify Wealth Management, LLC9,164
0.0% of portfolio›$401.9K
Prime Capital Investment Advisors, LLC9,048
0.0% of portfolio›$385.4K
Valeo Financial Advisors, LLC8,943
0.0% of portfolio›$380.9K
Blue Trust, Inc.8,872
0.0% of portfolio›$377.9K
Haven Private, LLC8,794
0.1% of portfolio›$374.5K
Farmers & Merchants Investments Inc8,593
0.0% of portfolio›$366.0K
Fiduciary Alliance LLC8,553
0.0% of portfolio›$364.3K
Seven Mile Advisory8,509
0.2% of portfolio›$362.4K
Silverlake Wealth Management LLC8,425
0.1% of portfolio›$358.8K
Reap Financial Group, LLC8,423
0.1% of portfolio›$358.7K
Venture Visionary Partners LLC8,362
0.0% of portfolio›$356.1K
Beverly Hills Private Wealth, LLC8,304
0.1% of portfolio›$353.7K
Old National Bancorp8,233
0.0% of portfolio›$350.6K
D'Orazio & Associates, Inc.8,201
0.0% of portfolio›$349.3K
Baskin Financial Services Inc.7,900
0.0% of portfolio›$336
J. Safra Sarasin Holding AG7,789
0.0% of portfolio›$267.5K
Modera Wealth Management, LLC7,660
0.0% of portfolio›$326.2K
Wealth Quarterback LLC7,602
0.1% of portfolio›$323.8K
Center for Financial Planning, Inc.7,493
0.0% of portfolio›$319.2K
Greenspring Advisors, LLC7,394
0.0% of portfolio›$314.9K
Perigon Wealth Management, LLC7,386
0.0% of portfolio›$314.6K
LaFleur & Godfrey LLC7,106
0.0% of portfolio›$302.6K
Mitchell & Pahl Private Wealth, LLC7,100
0.1% of portfolio›$302.4K
B. Riley Wealth Advisors, Inc.7,096
0.0% of portfolio›$302.2K
Mustard Seed Financial, LLC6,940
0.2% of portfolio›$295.6K
Private Management Group Inc6,939
0.0% of portfolio›$295.5K
Pinnacle Wealth Planning Services, Inc.6,898
0.0% of portfolio›$293.8K
FMA Wealth Management, LLC6,867
0.2% of portfolio›$292.5K
Southland Equity Partners LLC6,775
0.0% of portfolio›$288.5K
New England Capital Financial Advisors LLC6,755
0.1% of portfolio›$287.7K
Goelzer Investment Management, Inc.6,745
0.0% of portfolio›$287.3K
Plante Moran Financial Advisors, LLC6,661
0.0% of portfolio›$283.7K
RFG Advisory, LLC6,641
0.0% of portfolio›$282.8K
Verdence Capital Advisors LLC6,552
0.0% of portfolio›$279.0K
Patriot Financial Group Insurance Agency, LLC6,520
0.0% of portfolio›$277.7K
McHugh Group, LLC6,400
0.1% of portfolio›$272.6K
Cornerstone Wealth Management, LLC6,342
0.0% of portfolio›$270.1K
Keudell ison Wealth Management6,341
0.0% of portfolio›$270.0K
BAR Harbor Wealth Management6,340
0.0% of portfolio›$270.0K
Flagship Harbor Advisors, LLC6,286
0.0% of portfolio›$267.7K
Union Bancaire Privee, UBP SA6,237
0.0% of portfolio›$2.1M
Wealthcare Advisory Partners LLC6,143
0.0% of portfolio›$261.6K
Meadow Creek Wealth Advisors LLC6,060
0.2% of portfolio›$258.1K
Neville Rodie & Shaw Inc6,036
0.0% of portfolio›$257
ARQ Wealth Advisors, LLC5,990
0.0% of portfolio›$255.1K
Retirement Planning Group, LLC5,889
0.0% of portfolio›$250.8K
Treasure Coast Financial Planning5,849
0.1% of portfolio›$249.1K
Midwest Trust Co5,828
0.0% of portfolio›$248.2K
Five Oceans Advisors5,817
0.1% of portfolio›$247.7K
Fulton Breakefield Broenniman LLC5,806
0.0% of portfolio›$247.3K
Steel Grove Capital Advisors, LLC5,800
0.0% of portfolio›$247.0K
Everhart Financial Group, Inc.5,768
0.0% of portfolio›$245.7K
Allen Mooney & Barnes Investment Advisors LLC5,739
0.0% of portfolio›$244.4K
Washington Trust Co5,458
0.0% of portfolio›$232.5K
MTM Investment Management, LLC5,398
0.1% of portfolio›$229.9K
Warren Street Wealth Advisors, LLC5,313
0.0% of portfolio›$226.3K
Grove Bank & Trust5,275
0.0% of portfolio›$224.7K
Guerra PAN Advisors, LLC5,219
0.1% of portfolio›$229.9K
Stanley-Laman Group, Ltd.5,204
0.0% of portfolio›$221.6K
Private Trust Co NA5,192
0.0% of portfolio›$221.1K
GW Henssler & Associates LTD5,084
0.0% of portfolio›$216.5K
Simplicity Wealth,LLC5,057
0.0% of portfolio›$215.4K
Income Insurance Ltd5,007
0.1% of portfolio›$213.9K
MGO One Seven LLC4,886
0.0% of portfolio›$208.1K
Connecticut Wealth Management, LLC4,878
0.0% of portfolio›$207.8K
Sigma Planning Corp4,863
0.0% of portfolio›$207.1K
Wagner Wealth Management, LLC4,859
0.0% of portfolio›$206.9K
Triad Wealth Partners, LLC4,818
0.0% of portfolio›$205.2K
First Horizon Corp4,784
0.0% of portfolio›$203.8K
Cromwell Holdings LLC4,768
0.1% of portfolio›$203.1K
Wilmington Savings Fund Society, FSB4,724
0.0% of portfolio›$201.2K
Prospera Financial Services Inc4,713
0.0% of portfolio›$210.5K
Tompkins Financial Corp4,628
0.0% of portfolio›$197.1K
GHP Investment Advisors, Inc.4,331
0.0% of portfolio›$184.5K
Creative Financial Designs Inc3,551
0.0% of portfolio›$151.3K
Avion Wealth3,059
0.0% of portfolio›$130
IFP Advisors, Inc2,832
0.0% of portfolio›$120.6K
Cullen T Bankers, Inc.2,822
0.0% of portfolio›$120.2K
Financial Perspectives, Inc2,728
0.0% of portfolio›$116.2K
SBI Securities Co., Ltd.2,580
0.0% of portfolio›$109.9K
Entrust Financial LLC2,543
0.1% of portfolio›$108.3K
Hughes Financial Services, LLC2,477
0.0% of portfolio›$112.1K
Triumph Capital Management2,471
0.0% of portfolio›$105.2K
Legacy Bridge, LLC2,460
0.0% of portfolio›$104.8K
Aspect Partners, LLC2,338
0.0% of portfolio›$99.6K
Salomon & Ludwin, LLC2,326
0.0% of portfolio›$99.1K
Trust Co of Vermont2,208
0.0% of portfolio›$94.0K
Cape Investment Advisory, Inc.2,161
0.0% of portfolio›$92.0K
GK Wealth Management LLC2,154
0.1% of portfolio›$91.7K
Spire Wealth Management2,111
0.0% of portfolio›$89.9K
RMG Wealth Management LLC2,101
0.0% of portfolio›$95.8K
Indiana Trust & Investment Management Co2,078
0.0% of portfolio›$88.5K
Bfsg, LLC2,044
0.0% of portfolio›$87.1K
Murphy & Mullick Capital Management Corp2,014
0.1% of portfolio›$85.8K
Dorato Capital Management2,000
0.1% of portfolio›$83.3K
MassMutual Private Wealth & Trust, FSB1,865
0.0% of portfolio›$79.4K
Nemes Rush Group LLC1,839
0.0% of portfolio›$78.3K
Intesa Sanpaolo Wealth Management1,829
0.0% of portfolio›$78.2K
Southern Michigan Bank & Trust1,650
0.0% of portfolio›$70.3K
PFS Partners, LLC1,648
0.0% of portfolio›$70.2K
Mather Group, Llc.1,627
0.0% of portfolio›$69.3K
Barrett & Company, Inc.1,535
0.0% of portfolio›$65.4K
Pinnacle Bancorp, Inc.1,479
0.0% of portfolio›$63.0K
Tobam1,429
0.0% of portfolio›$87
Birch Financial Group, LLC1,427
0.0% of portfolio›$60.8K
Nfsg Corp1,410
0.0% of portfolio›$60.1K
Oslo Pensjonsforsikring AS1,400
0.0% of portfolio›$59.8K
Silver Grove Financial Group, Inc.1,379
0.0% of portfolio›$58.7K
Bare Financial Services, Inc1,372
0.0% of portfolio›$58.4K
Central Pacific Bank - Trust Division1,368
0.0% of portfolio›$58.3K
JFS Wealth Advisors, LLC1,331
0.0% of portfolio›$56.7K
V-Square Quantitative Management LLC1,292
0.0% of portfolio›$78.3K
Manchester Capital Management LLC1,270
0.0% of portfolio›$54.1K
Lanark Financial, Inc.1,253
0.0% of portfolio›$53.4K
Accordant Advisory Group Inc1,182
0.0% of portfolio›$50.3K
Parkside Financial Bank & Trust1,084
0.0% of portfolio›$46.2K
MV Capital Management, Inc.1,064
0.0% of portfolio›$45.3K
Oakworth Capital, Inc.1,062
0.0% of portfolio›$45.2K
Fortitude Family Office, LLC1,035
0.0% of portfolio›$44.1K
Trust Co997
0.0% of portfolio›$42.5K
Main Street Group, LTD980
0.0% of portfolio›$41.7K
GoalVest Advisory LLC902
0.0% of portfolio›$38.4K
Private Wealth Management Group, LLC896
0.0% of portfolio›$38.2K
West Financial Advisors, LLC875
0.0% of portfolio›$37.3K
Farmers & Merchants Trust Co of Chambersburg PA854
0.0% of portfolio›$36
Caldwell Trust Co853
0.0% of portfolio›$36.3K
CX Institutional851
0.0% of portfolio›$36
CGC Financial Services, LLC850
0.0% of portfolio›$36.2K
Mondrian Investment Partners LTD835
0.0% of portfolio›$50.6K
James T. Borello RIA821
0.0% of portfolio›$35.0K
Root Financial Partners, LLC818
0.0% of portfolio›$34.8K
Pacific Center for Financial Services817
0.0% of portfolio›$34.8K
Key FInancial Inc812
0.0% of portfolio›$34.6K
Bank of New Hampshire786
0.0% of portfolio›$33.5K
Sfam, LLC775
0.0% of portfolio›$33.0K
Duncker Streett & Co Inc762
0.0% of portfolio›$32.5K
First Pacific Financial737
0.0% of portfolio›$31.4K
Physician Wealth Advisors, Inc.672
0.0% of portfolio›$28.6K
Golden State Wealth Management, LLC663
0.0% of portfolio›$28.2K
First Bancorp, Inc648
0.0% of portfolio›$27.6K
Flagship Wealth Advisors, LLC643
0.0% of portfolio›$27.4K
Provenance Wealth Advisors, LLC636
0.0% of portfolio›$27.1K
POM Investment Strategies, LLC632
0.0% of portfolio›$26.9K
Livelsberger Financial Advisory602
0.1% of portfolio›$25.6K
Gamma Investing LLC565
0.0% of portfolio›$24.1K
Rosenberg Matthew Hamilton564
0.0% of portfolio›$24.0K
Smallwood Wealth Investment Management, LLC555
0.0% of portfolio›$23.6K
Beacon Investment Advisory Services, Inc.550
0.0% of portfolio›$23.4K
Piscataqua Savings Bank545
0.0% of portfolio›$23.2K
Strengthening Families & Communities, LLC541
0.0% of portfolio›$23.0K
Toth Financial Advisory Corp534
0.0% of portfolio›$22.7K
Harbor Investment Advisory, LLC523
0.0% of portfolio›$22.3K
Trust Co of Toledo NA500
0.0% of portfolio›$21.3K
MidAtlantic Capital Management, Inc.500
0.0% of portfolio›$21.3K
Nisa Investment Advisors, LLC469
0.0% of portfolio›$20.0K
True Wealth Design, LLC429
0.0% of portfolio›$18.3K
Key Capital Management, Inc428
0.0% of portfolio›$18.2K
Latitude Advisors, LLC413
0.0% of portfolio›$17.6K
Union Savings Bank390
0.0% of portfolio›$16.6K
Financial Management Professionals, Inc.379
0.0% of portfolio›$16.1K
Eastern Bank378
0.0% of portfolio›$16.1K
Asset Dedication, LLC372
0.0% of portfolio›$15.8K
Gen-Wealth Partners Inc372
0.0% of portfolio›$15.8K
Highline Wealth Partners LLC360
0.0% of portfolio›$15.3K
Valley National Advisers Inc348
0.0% of portfolio›$14.8K
Country Trust Bank345
0.0% of portfolio›$14.7K
Community Financial Services Group, LLC341
0.0% of portfolio›$14.5K
Washington Trust Advisors, Inc.330
0.0% of portfolio›$14.1K
Financial Consulate, Inc326
0.0% of portfolio›$13.9K
United Financial Planning Group LLC299
0.0% of portfolio›$12.7K
Harbor Asset Planning, Inc.295
0.0% of portfolio›$12.6K
Gilpin Wealth Management, LLC294
0.0% of portfolio›$12.5K
Bell Investment Advisors, Inc285
0.0% of portfolio›$12.1K
Ascentis Wealth Management, LLC268
0.0% of portfolio›$11.4K
Glass Jacobson Investment Advisors llc268
0.0% of portfolio›$11.4K
Wolff Wiese Magana LLC260
0.0% of portfolio›$11.1K
Blue Bell Private Wealth Management, LLC241
0.0% of portfolio›$10.3K
TFC Financial Management, Inc.240
0.0% of portfolio›$10.2K
First United Bank & Trust218
0.0% of portfolio›$9.3K
Princeton Global Asset Management LLC212
0.0% of portfolio›$9.0K
Elevation Wealth Partners, LLC201
0.0% of portfolio›$8.6K
Hazlett, Burt & Watson, Inc.160
0.0% of portfolio›$7
Bear Mountain Capital, Inc.150
0.0% of portfolio›$6.7K
USA Financial Formulas146
0.0% of portfolio›$6.2K
SJS Investment Consulting Inc.137
0.0% of portfolio›$5.8K
North Star Investment Management Corp.121
0.0% of portfolio›$5.2K
CKW Financial Group118
0.0% of portfolio›$5
Adirondack Trust Co111
0.0% of portfolio›$4.7K
Caitong International Asset Management Co., Ltd79
0.0% of portfolio›$3.4K
Leonteq Securities AG78
0.0% of portfolio›$3.3K
Essential Partners LLC70
0.0% of portfolio›$3.0K
First Financial Corp69
0.0% of portfolio›$2.9K
Signature Equity Partners, LLC64
0.0% of portfolio›$2.7K
Buck Wealth Strategies, LLC59
0.0% of portfolio›$2.5K
Breakwater Investment Management38
0.0% of portfolio›$1.6K
Meriwether Wealth & Planning, LLC23
0.0% of portfolio›$980
Essential Investment Partners LLC10
0.0% of portfolio›$426
StyleTurnoverLocationFiled
MacKenzie Financial Corp
26,835,970$1.1B1.2%CoreMediumToronto Ontario, Australia2026-11-02
CIBC Asset Management Inc
17,532,637$752.1M1.6%GARPLowToronto, South Africa2026-11-05
TD Waterhouse Canada Inc.
16,753,353$708.1M1.8%CoreLowToronto, Australia2026-10-16
Dimensional Fund Advisors LP
8,456,808$360.2M0.1%IndexLowAustin, TX2026-11-04
Beutel, Goodman & Co Ltd.
4,550,886$194.4K0.0%ValueMediumToronto, Australia2026-11-04
Cardinal Capital Management, Inc.
4,099,098$175.1M4.0%ValueLowWinnipeg, Argentina2026-10-16
AGF Management LTD
1,504,400$81.8M0.3%GrowthHighToronto, Australia2026-11-03
Value Partners Investments Inc.
1,493,417$63.8M4.4%ValueMediumWinnipeg, Argentina2026-10-19
SEB Asset Management AB
1,350,532$57.7M0.2%CoreN/AStockholm, Sweden2026-11-04
Todd Asset Management LLC
1,250,702$53.3M1.0%ValueMediumLouisville, KY2026-10-27
DekaBank Deutsche Girozentrale
1,049,134$45.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Intact Investment Management Inc.
1,045,297$44.5M1.3%YieldHighMontreal, Austria2026-11-03
Addenda Capital Inc.
974,111$59.1M1.6%GARPLowMontreal, Austria2026-10-13
Cidel Asset Management Inc
914,580$39.1M1.9%CoreMediumToronto, Australia2026-10-29
Achmea Investment Management B.V.
840,521$35.9M0.3%CoreMediumZeist, Philippines2026-10-30
Canerector Inc
800,000$34.2M15.7%YieldVery LowToronto, Australia2026-10-13
Allspring Global Investments Holdings, LLC
704,392$30.0M0.0%CoreMediumCharlotte, NC2026-11-04
Pictet Asset Management Holding SA
661,014$28.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Creative Planning
646,746$27.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Crestwood Advisors Group, LLC
576,033$24.5M0.4%GrowthLowBoston, MA2026-10-27
Citigroup Inc
552,477$23.6M0.0%CoreMediumNew York, NY2026-11-04
Mn Services Vermogensbeheer B.V.
489,656$20.9K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Morguard Lincluden Global Investments Ltd
466,039$28.3K0.0%Deep ValueLowMississauga, Australia2026-10-28
Cardinal Point Capital Management ULC
459,450$19.6M1.1%ValueLowToronto, Australia2026-10-21
Assetmark, Inc
421,380$17.9M0.0%ETFLowConcord, CA2026-10-21
Grace & White Inc
408,703$17.4M2.9%Deep ValueVery LowNy, NY2026-10-23
Heathbridge Capital Management Ltd.
388,500$16.6M5.5%YieldMediumToronto, Australia2026-10-29
Kepler Cheuvreux (Suisse) SA
375,932$22.8M1.4%CoreHighNyon, Switzerland2026-10-20
Triasima Portfolio Management inc.
373,076$15.9M2.1%MomentumHighMontreal, Austria2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab
365,061$15.6M0.1%IndexLowCopenhagen O, Greece2026-10-19
Crossmark Global Holdings, Inc.
317,942$13.5M0.2%GARPMediumHouston, TX2026-10-21
Lorne Steinberg Wealth Management Inc.
222,064$9.5M2.0%ValueLowMontreal, Quebec, South Africa2026-10-23
Swiss Life Asset Management Ltd
221,277$9.4M0.0%CoreLowZurich, Switzerland2026-11-03
Genus Capital Management Inc.
210,040$9.0M0.9%GARPHighVancouver, UAE2026-11-04
Gold Investment Management Ltd.
206,004$8.8M2.5%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Guardian Partners Inc.
164,563$7.0M0.6%ValueMediumToronto, South Africa2026-10-21
Commonwealth Equity Services, LLC
156,217$6.7M0.0%ETFLowWaltham, MA2026-11-02
Avanza Fonder AB
144,778$8.8M0.2%GrowthLowStockholm, Sweden2026-10-13
Cambridge Investment Research Advisors, Inc.
140,778$6.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
140,015$6.0M0.0%CoreLowAustin, TX2026-11-02
Vontobel Holding Ltd.
134,905$5.7M0.0%CoreMediumZurich, Switzerland2026-10-16
Gulf International Bank (UK) Ltd
127,384$5.4K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Oppenheimer Asset Management Inc.
126,447$5.4M0.1%CoreMediumNew York, NY2026-10-27
Arjuna Capital
122,845$5.2M1.2%MomentumMediumManchester, MA2026-11-03
Burkett Asset Management Ltd
118,950$5.1M4.8%ValueMediumVictoria, UAE2026-10-13
ASR Vermogensbeheer N.V.
97,934$4.2M0.0%CoreLowUtrecht, Philippines2026-10-16
Vise Technologies, Inc.
95,504$4.1M0.0%IndexLowNew York, NY2026-10-29
Wealth Enhancement Advisory Services, LLC
89,806$3.8M0.0%CoreLowPlymouth, MN2026-10-13
Kestra Private Wealth Services, LLC
89,521$3.8M0.0%GrowthLowAustin, TX2026-10-30
Davenport & Co LLC
86,662$3.7M0.0%CoreMediumRichmond, VA2026-10-14
OpenArc Corporate Advisory, LLC
81,036$3.5M0.0%GrowthLowAtlanta, GA2026-10-21
Keybank National Association
75,217$3.2M0.0%CoreLowBrooklyn, OH2026-11-04
Truist Financial Corp
72,591$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Assenagon Asset Management S.A.
71,226$3.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
LMG Wealth Partners, LLC
69,806$3.0M0.5%ValueVery LowShreveport, LA2026-11-05
Americana Partners, LLC
66,962$2.9M0.1%CoreMediumHouston, TX2026-10-28
Candriam S.C.A.
66,865$2.9M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Signaturefd, LLC
63,467$2.7M0.0%IndexLowAtlanta, GA2026-10-23
Quadrant Capital Group LLC
61,655$2.7M0.1%CoreLowCincinnati, OH2026-10-20
UniSuper Management Pty Ltd
59,330$3.6M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
HB Wealth Management, LLC
58,800$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Ashton Thomas Private Wealth, LLC
57,671$2.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Atria Investments, Inc
57,644$2.5M0.0%CoreMediumCharlotte, NC2026-10-15
Choreo, LLC
53,763$2.3M0.0%IndexLowRockford, IL2026-10-28
Pacifica Partners Inc.
53,398$2.3M0.7%CoreLowSurrey, South Africa2026-10-09
CenterBook Partners LP
49,075$2.1M0.1%ValueVery HighGreenwich, CT2026-11-02
Apollon Wealth Management, LLC
46,163$2.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
BayBridge Capital Group, LLC
44,791$1.9M1.0%GARPMediumLivermore, CA2026-10-13
Lido Advisors, LLC
44,187$1.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Sageworth Trust Co
43,048$1.8M0.1%ETFLowLancaster, PA2026-10-30
Oppenheimer & Co Inc
42,335$1.8M0.0%CoreLowNew York, NY2026-10-26
111 Capital
37,933$1.6M0.2%CoreVery HighParis, India2026-11-03
PFG Advisors
37,644$1.6M0.1%ETFMediumPhoenix, AZ2026-10-16
Hennion & Walsh Asset Management, Inc.
36,086$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Sterling Capital Management LLC
35,879$1.5M0.0%GARPMediumCharlotte, NC2026-10-22
Advisory Resource Group
35,500$1.5M0.2%GARPMediumTulsa, OK2026-10-26
Redhawk Wealth Advisors, Inc.
34,627$1.5M0.1%ETFHighMinneapolis, MN2026-10-14
Eddie Patel Inc
34,534$1.5M0.9%GARPVery HighChicago, IL2026-11-02
Daymark Wealth Partners, LLC
33,391$1.4M0.0%CoreLowCincinnati, OH2026-11-04
Generali Asset Management SPA SGR
32,117$1.9M0.0%CoreLowTrieste, Latvia2026-10-26
Midwest Professional Planners, Ltd.
31,880$1.4M0.3%GrowthMediumWausau, WI2026-10-29
Plato Investment Management Ltd
31,413$1.3M0.1%CoreLowSydney, China2026-11-05
Fideuram Asset Management (Ireland) dac
30,603$1.9M0.0%CoreHighDublin 1, Lithuania2026-10-29
Norden Group LLC
30,583$1.3M0.1%GrowthMediumProvo, UT2026-10-20
Cigna Investments Inc
30,413$1.3K0.0%CoreVery LowBloomfield, CT2026-10-19
Burney Co/
29,542$1.3M0.0%GARPMediumReston, VA2026-10-15
Westco Advisory Services Inc
29,457$1.3M0.8%GrowthLowLynbrook, NY2026-10-14
Hoge Financial Services, LLC
28,979$1.2M0.6%ETFVery LowCanonsburg, PA2026-11-05
Regions Financial Corp
28,930$1.2M0.0%CoreLowBirmingham, AL2026-11-05
AlphaCore Capital LLC
28,785$1.2M0.0%ETFLowLa Jolla, CA2026-11-04
Wealth Architects, LLC
28,273$1.2M0.1%ETFVery LowMountain View, CA2026-11-03
Ethic Inc.
28,199$1.2M0.0%CoreLowNew York, NY2026-11-03
Farther Finance Advisors, LLC
27,832$1.2M0.0%IndexLowSan Francisco, CA2026-10-08
Grimes & Co Wealth Management, LLC
26,824$1.1M0.0%CoreLowWestborough, MA2026-10-29
Sumitomo Mitsui DS Asset Management Company, Ltd
26,613$1.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Coastline Trust Co
25,650$1.1M0.1%GrowthVery LowProvidence, RI2026-10-01
Wedbush Securities Inc
24,779$1.1K0.0%CoreLowPasadena, CA2026-10-22
Evergreen Capital Management LLC
24,412$1.0M0.0%GARPMediumBellevue, WA2026-10-23
TD Private Client Wealth LLC
23,055$981.9K0.0%ETFLowNew York, NY2026-10-28
Legacy Wealth Asset Management, LLC
22,393$953.7K0.2%GARPMediumWoodbury, MN2026-10-09
Montag A & Associates Inc
22,279$948.9K0.0%CoreLowAtlanta, GA2026-10-29
Moss Adams Wealth Advisors LLC
21,618$920.7K0.1%ETFLowSeattle, WA2026-10-28
Aprio Wealth Management, LLC
21,556$918.1K0.0%ETFMediumAtlanta, GA2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
21,505$915.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Hilltop National Bank
21,169$901.6K0.2%CoreLowCasper, WY2026-10-14
Concurrent Investment Advisors, LLC
21,066$897.2K0.0%GrowthMediumTampa, FL2026-10-16
Gateway Investment Advisers LLC
20,667$880.2K0.0%GrowthLowCincinnati, OH2026-10-13
Robertson Stephens Wealth Management, LLC
20,079$855.2K0.0%ETFMediumSan Francisco, CA2026-10-16
Tctc Holdings, LLC
19,259$820.2K0.0%ValueVery LowDallas, TX2026-11-02
Archer Investment Corp
19,000$809.2K0.1%CoreMediumCarmel, IN2026-11-05
Summit Global Investments
18,392$7830.0%CoreMediumBountiful, UT2026-10-28
Kathmere Capital Management, LLC
17,497$745.2K0.0%ETFLowWayne, PA2026-10-20
Boothe Investment Group, Inc.
17,450$743.2K0.2%YieldLowDover, DE2026-10-22
Ferguson Wellman Capital Management, Inc
16,876$718.7K0.0%CoreLowPortland, OR2026-10-05
Financial & Tax Architects, LLC
16,366$697.0K0.1%CoreHighSt Louis, MO2026-10-15
Schneider Downs Wealth Management Advisors, LP
15,845$674.9K0.1%ETFVery LowPittsburgh, PA2026-10-27
Cassaday & Co Wealth Management LLC
15,292$651.3K0.0%ETFVery LowMclean, VA2026-10-27
Park Avenue Securities LLC
15,289$6510.0%ETFMediumNew York, NY2026-10-26
Apella Capital, LLC
15,127$630.4K0.0%ETFVery LowWest Hartford, CT2026-10-08
State of Wyoming
14,932$637.2K0.0%ValueHighCheyenne, WY2026-10-28
Integrated Advisors Network LLC
14,688$625.6K0.0%GrowthMediumDallas, TX2026-10-20
Manske Wealth Management
14,622$622.8K0.1%ValueVery LowHouston, TX2026-10-26
Lewis Asset Management, LLC
14,164$603.2K0.2%GrowthLowLafayette, CA2026-10-14
Global Financial Private Client, LLC
14,124$601.5K0.2%GrowthLowSarasota, FL2026-10-15
Nicholas Hoffman & Company, Llc.
14,072$599.3K0.0%ETFVery LowAtlanta, GA2026-10-30
Wesbanco Bank Inc
13,354$568.7K0.0%CoreLowWheeling, WV2026-11-04
Community Bank & Trust, Waco, Texas
13,303$5670.0%CoreVery LowWaco, TX2026-10-19
Burke & Herbert Bank & Trust Co
13,286$565.9K0.1%CoreVery LowAlexandria, VA2026-11-02
Caliber Wealth Management, LLC / KS
13,216$562.9K0.1%ETFLowOverland Park, KS2026-11-04
HUB Investment Partners, LLC
13,214$562.8K0.0%GrowthLowAustin, TX2026-11-03
CoreCap Advisors, LLC
13,088$557.4K0.0%ETFMediumSouthfield, MI2026-10-08
Ascent Group, LLC
12,922$550.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Viewpoint Investment Partners Corp
12,884$548.6K0.2%ValueMediumCalgary, Abu Dhabi2026-10-26
Crescent Grove Advisors, LLC
12,640$538.3K0.0%ETFLowLake Forest, IL2026-10-21
Baron Wealth Management LLC
12,432$529.5K0.1%CoreLowTroy, MI2026-10-27
Brown, Lisle Ings, Inc.
12,350$526.0K0.1%CoreVery LowProvidence, RI2026-10-16
Independent Financial Group, LLC
12,168$518.2K0.0%GrowthLowSan Diego, CA2026-10-13
Yanni & Associates Investment Advisors, LLC
12,157$517.8K0.5%ETFVery LowWexford, PA2026-10-14
Websterrogers Financial Advisors, LLC
12,026$512.2K0.1%ETFVery LowFlorence, SC2026-11-02
Sagespring Wealth Partners, LLC
11,829$503.8K0.0%ETFLowFranklin, TN2026-10-22
PDS Planning, Inc
11,633$495.4K0.0%IndexVery LowDublin, OH2026-11-03
Louisbourg Investments Inc.
11,372$486.0K0.1%GARPMediumDieppe, Armenia2026-10-20
First Nebraska Trust Co
10,950$466.4K0.0%CoreVery LowLincoln, NE2026-10-30
Councilmark Asset Management, LLC
10,886$463.6K0.2%CoreVery LowKnoxville, TN2026-10-20
Fulcrum Asset Management LLP
10,478$446.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Versant Capital Management, Inc
10,308$439.0K0.0%GARPLowPhoenix, AZ2026-10-02
Greenleaf Trust
10,285$438.0K0.0%CoreLowKalamazoo, MI2026-10-29
Brighton Jones LLC
9,991$425.5K0.0%CoreVery LowSeattle, WA2026-11-03
EverSource Wealth Advisors, LLC
9,855$419.7K0.0%CoreMediumBirmingham, AL2026-11-04
First Affirmative Financial Network
9,832$418.7K0.1%CoreN/AColorado Springs, CO2026-10-21
HCR Wealth Advisors
9,828$418.6K0.0%GrowthLowLos Angeles, CA2026-10-15
Parallel Advisors, LLC
9,808$417.7K0.0%IndexLowSan Francisco, CA2026-11-03
D.A. Davidson & Co.
9,743$415.0K0.0%CoreLowGreat Falls, MT2026-10-28
Pekin Hardy Strauss, Inc.
9,424$401.4K0.0%ValueMediumChicago, IL2026-11-02
Bryn Mawr Trust Advisors, LLC
9,368$399.0K0.0%CoreLowPhiladelphia, PA2026-11-04
Armstrong Advisory Group, Inc
9,298$396.0K0.0%ETFHighNeedham, MA2026-10-09
GF Fund Management Co. Ltd.
9,279$395.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
American National Bank & Trust
9,262$394.5K0.0%CoreVery LowWichita Falls, TX2026-10-07
Diversify Advisory Services, LLC
9,164$401.9K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
9,164$401.9K0.0%GrowthMediumSandy, UT2026-10-20
Prime Capital Investment Advisors, LLC
9,048$385.4K0.0%ETFLowOverland Park, KS2026-10-20
Valeo Financial Advisors, LLC
8,943$380.9K0.0%ETFLowCarmel, IN2026-10-08
Blue Trust, Inc.
8,872$377.9K0.0%ETFLowBrentwood, TN2026-10-15
Haven Private, LLC
8,794$374.5K0.1%ETFMediumOrlando, FL2026-10-27
Farmers & Merchants Investments Inc
8,593$366.0K0.0%CoreVery LowLincoln, NE2026-10-22
Fiduciary Alliance LLC
8,553$364.3K0.0%CoreMediumGreenville, SC2026-10-13
Seven Mile Advisory
8,509$362.4K0.2%GrowthLowTallahassee, FL2026-10-22
Silverlake Wealth Management LLC
8,425$358.8K0.1%ETFLowWilliston, VT2026-10-21
Reap Financial Group, LLC
8,423$358.7K0.1%ETFLowAustin, TX2026-11-02
Venture Visionary Partners LLC
8,362$356.1K0.0%CoreLowSylvania, OH2026-10-07
Beverly Hills Private Wealth, LLC
8,304$353.7K0.1%ValueMediumBeverly Hills, CA2026-11-04
Old National Bancorp
8,233$350.6K0.0%CoreLowEvansville, IN2026-10-20
D'Orazio & Associates, Inc.
8,201$349.3K0.0%ETFLowVienna, VA2026-11-04
Baskin Financial Services Inc.
7,900$3360.0%CoreVery LowToronto, Australia2026-10-19
J. Safra Sarasin Holding AG
7,789$267.5K0.0%CoreMediumBasel, Switzerland2026-10-26
Modera Wealth Management, LLC
7,660$326.2K0.0%ETFVery LowWestwood, NJ2026-10-28
Wealth Quarterback LLC
7,602$323.8K0.1%ETFMediumToms River, NJ2026-10-20
Center for Financial Planning, Inc.
7,493$319.2K0.0%ETFLowSouthfied, MI2026-10-26
Greenspring Advisors, LLC
7,394$314.9K0.0%ETFVery LowTowson, MD2026-11-05
Perigon Wealth Management, LLC
7,386$314.6K0.0%GrowthLowSan Francisco, CA2026-10-22
LaFleur & Godfrey LLC
7,106$302.6K0.0%GrowthLowGrand Rapids, MI2026-10-27
Mitchell & Pahl Private Wealth, LLC
7,100$302.4K0.1%CoreVery LowOklahoma City, OK2026-10-14
B. Riley Wealth Advisors, Inc.
7,096$302.2K0.0%GrowthLowMemphis, TN2026-10-13
Mustard Seed Financial, LLC
6,940$295.6K0.2%ETFLowMagnolia, AR2026-10-30
Private Management Group Inc
6,939$295.5K0.0%YieldLowIrvine, CA2026-11-04
Pinnacle Wealth Planning Services, Inc.
6,898$293.8K0.0%GARPLowMansfield, OH2026-10-27
FMA Wealth Management, LLC
6,867$292.5K0.2%ETFVery LowDuxbury, MA2026-10-21
Southland Equity Partners LLC
6,775$288.5K0.0%ETFLowWildwood, MO2026-10-14
New England Capital Financial Advisors LLC
6,755$287.7K0.1%ETFLowMeriden, CT2026-11-03
Goelzer Investment Management, Inc.
6,745$287.3K0.0%GrowthLowCarmel, IN2026-10-16
Plante Moran Financial Advisors, LLC
6,661$283.7K0.0%ETFVery LowSouthfield, MI2026-11-04
RFG Advisory, LLC
6,641$282.8K0.0%ETFMediumBirmingham, AL2026-11-03
Verdence Capital Advisors LLC
6,552$279.0K0.0%CoreMediumHunt Valley, MD2026-10-26
Patriot Financial Group Insurance Agency, LLC
6,520$277.7K0.0%GrowthLowWalpole, MA2026-10-14
McHugh Group, LLC
6,400$272.6K0.1%GrowthVery LowBratenahl, OH2026-10-19
Cornerstone Wealth Management, LLC
6,342$270.1K0.0%ETFVery LowSt. Peters, MO2026-11-04
Keudell ison Wealth Management
6,341$270.0K0.0%ETFMediumSalem, OR2026-10-16
BAR Harbor Wealth Management
6,340$270.0K0.0%CoreLowConcord, NH2026-10-21
Flagship Harbor Advisors, LLC
6,286$267.7K0.0%ETFMediumBoston, MA2026-10-26
Union Bancaire Privee, UBP SA
6,237$2.1M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Wealthcare Advisory Partners LLC
6,143$261.6K0.0%ETFLowWest Chester, PA2026-10-21
Meadow Creek Wealth Advisors LLC
6,060$258.1K0.2%CoreLowAtlanta, GA2026-11-02
Neville Rodie & Shaw Inc
6,036$2570.0%GrowthLowNew York, NY2026-10-05
ARQ Wealth Advisors, LLC
5,990$255.1K0.0%ETFLowScottsdale, AZ2026-10-29
Retirement Planning Group, LLC
5,889$250.8K0.0%ETFVery LowLeawood, KS2026-10-19
Treasure Coast Financial Planning
5,849$249.1K0.1%ETFVery LowVero Beach, FL2026-11-03
Midwest Trust Co
5,828$248.2K0.0%CoreLowOverland Park, KS2026-10-22
Five Oceans Advisors
5,817$247.7K0.1%ETFVery LowCarlsbad, CA2026-10-22
Fulton Breakefield Broenniman LLC
5,806$247.3K0.0%GrowthLowBethesda, MD2026-11-03
Steel Grove Capital Advisors, LLC
5,800$247.0K0.0%ETFLowMemphis, TN2026-10-13
Everhart Financial Group, Inc.
5,768$245.7K0.0%ETFLowDublin, OH2026-10-08
Allen Mooney & Barnes Investment Advisors LLC
5,739$244.4K0.0%ValueLowThomasville, GA2026-10-08
Washington Trust Co
5,458$232.5K0.0%GrowthVery LowWesterly, RI2026-10-22
MTM Investment Management, LLC
5,398$229.9K0.1%CoreVery LowSpartanburg, SC2026-10-30
Warren Street Wealth Advisors, LLC
5,313$226.3K0.0%ETFMediumIrvine, CA2026-11-04
Grove Bank & Trust
5,275$224.7K0.0%ETFLowMiami, FL2026-10-08
Guerra PAN Advisors, LLC
5,219$229.9K0.1%GrowthVery LowMontclair, NJ2026-10-26
Stanley-Laman Group, Ltd.
5,204$221.6K0.0%GrowthMediumBerwyn, PA2026-10-20
Private Trust Co NA
5,192$221.1K0.0%CoreLowCleveland, OH2026-10-20
GW Henssler & Associates LTD
5,084$216.5K0.0%CoreMediumKennesaw, GA2026-10-26
Simplicity Wealth,LLC
5,057$215.4K0.0%ETFLowSummit, NJ2026-10-23
Income Insurance Ltd
5,007$213.9K0.1%GrowthLowSingapore, Turkey2026-10-21
MGO One Seven LLC
4,886$208.1K0.0%GrowthLowBeachwood, OH2026-10-28
Connecticut Wealth Management, LLC
4,878$207.8K0.0%ETFLowFarmington, CT2026-10-13
Sigma Planning Corp
4,863$207.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Wagner Wealth Management, LLC
4,859$206.9K0.0%ETFLowGreenville, SC2026-10-21
Triad Wealth Partners, LLC
4,818$205.2K0.0%ETFMediumLawrence, KS2026-10-26
First Horizon Corp
4,784$203.8K0.0%CoreLowMemphis, TN2026-10-26
Cromwell Holdings LLC
4,768$203.1K0.1%IndexLowJackson, WY2026-10-28
Wilmington Savings Fund Society, FSB
4,724$201.2K0.0%CoreLowWilmington, DE2026-10-23
Prospera Financial Services Inc
4,713$210.5K0.0%CoreMediumDallas, TX2026-11-04
Tompkins Financial Corp
4,628$197.1K0.0%CoreLowIthaca, NY2026-10-05
GHP Investment Advisors, Inc.
4,331$184.5K0.0%CoreVery LowDenver, CO2026-10-15
Creative Financial Designs Inc
3,551$151.3K0.0%ETFMediumKokomo, IN2026-11-04
Avion Wealth
3,059$1300.0%ETFLowThe Woodlands, TX2026-11-04
IFP Advisors, Inc
2,832$120.6K0.0%GrowthLowTampa, FL2026-10-16
Cullen T Bankers, Inc.
2,822$120.2K0.0%GrowthLowSan Antonio, TX2026-10-28
Financial Perspectives, Inc
2,728$116.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
SBI Securities Co., Ltd.
2,580$109.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Entrust Financial LLC
2,543$108.3K0.1%ETFLowWayne, PA2026-11-04
Hughes Financial Services, LLC
2,477$112.1K0.0%ETFLowHerndon, VA2026-10-30
Triumph Capital Management
2,471$105.2K0.0%ETFMediumDenver, CO2026-10-14
Legacy Bridge, LLC
2,460$104.8K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Aspect Partners, LLC
2,338$99.6K0.0%ETFMediumFairfax, VA2026-10-20
Salomon & Ludwin, LLC
2,326$99.1K0.0%ETFVery LowRichmond, VA2026-10-29
Trust Co of Vermont
2,208$94.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cape Investment Advisory, Inc.
2,161$92.0K0.0%ETFLowMcdonough, GA2026-10-13
GK Wealth Management LLC
2,154$91.7K0.1%GARPVery HighReno, NV2026-10-09
Spire Wealth Management
2,111$89.9K0.0%GrowthMediumMclean, VA2026-10-30
RMG Wealth Management LLC
2,101$95.8K0.0%ETFVery HighPlatteville, WI2026-10-26
Indiana Trust & Investment Management Co
2,078$88.5K0.0%GrowthLowMishawaka, IN2026-10-22
Bfsg, LLC
2,044$87.1K0.0%CoreLowIrvine, CA2026-10-30
Murphy & Mullick Capital Management Corp
2,014$85.8K0.1%GrowthLowSmithtown, NY2026-11-02
Dorato Capital Management
2,000$83.3K0.1%ValueVery LowDenver, CO2026-10-08
MassMutual Private Wealth & Trust, FSB
1,865$79.4K0.0%CoreLowSpringfield, MA2026-10-05
Nemes Rush Group LLC
1,839$78.3K0.0%CoreVery LowNovi, MI2026-11-04
Intesa Sanpaolo Wealth Management
1,829$78.2K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Southern Michigan Bank & Trust
1,650$70.3K0.0%ETFLowColdwater, MI2026-10-19
PFS Partners, LLC
1,648$70.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
Mather Group, Llc.
1,627$69.3K0.0%ETFMediumChicago, IL2026-10-14
Barrett & Company, Inc.
1,535$65.4K0.0%ETFLowProvidence, RI2026-10-22
Pinnacle Bancorp, Inc.
1,479$63.0K0.0%CoreVery LowBeatrice, NE2026-10-21
Tobam
1,429$870.0%ValueHighParis, India2026-11-03
Birch Financial Group, LLC
1,427$60.8K0.0%CoreLowKeene, NH2026-10-27
Nfsg Corp
1,410$60.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Oslo Pensjonsforsikring AS
1,400$59.8K0.0%ValueLowOslo, Norway2026-10-15
Silver Grove Financial Group, Inc.
1,379$58.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
1,372$58.4K0.0%ETFVery LowGap, PA2026-11-04
Central Pacific Bank - Trust Division
1,368$58.3K0.0%CoreMediumHonolulu, HI2026-10-06
JFS Wealth Advisors, LLC
1,331$56.7K0.0%ETFVery LowHermitage, PA2026-11-03
V-Square Quantitative Management LLC
1,292$78.3K0.0%CoreLowChicago, IL2026-10-15
Manchester Capital Management LLC
1,270$54.1K0.0%CoreLowManchester, VT2026-10-22
Lanark Financial, Inc.
1,253$53.4K0.0%CoreMediumBirmingham, AL2026-10-26
Accordant Advisory Group Inc
1,182$50.3K0.0%ValueMediumAnnapolis, MD2026-10-29
Parkside Financial Bank & Trust
1,084$46.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
MV Capital Management, Inc.
1,064$45.3K0.0%ETFLowBethesda, MD2026-10-29
Oakworth Capital, Inc.
1,062$45.2K0.0%ETFLowBirmingham, AL2026-10-26
Fortitude Family Office, LLC
1,035$44.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Trust Co
997$42.5K0.0%ETFVery LowManhattan, KS2026-10-09
Main Street Group, LTD
980$41.7K0.0%ETFMediumGlen Allen, VA2026-10-28
GoalVest Advisory LLC
902$38.4K0.0%ETFMediumNew York, NY2026-10-02
Private Wealth Management Group, LLC
896$38.2K0.0%ETFLowPrinceton, NJ2026-10-19
West Financial Advisors, LLC
875$37.3K0.0%ETFLowDes Moines, IA2026-10-22
Farmers & Merchants Trust Co of Chambersburg PA
854$360.0%GARPLowChambersburg, PA2026-10-14
Caldwell Trust Co
853$36.3K0.0%GrowthLowVenice, FL2026-10-30
CX Institutional
851$360.0%CoreMediumAuburn, IN2026-10-02
CGC Financial Services, LLC
850$36.2K0.0%ETFLowLake Oswego, OR2026-10-13
Mondrian Investment Partners LTD
835$50.6K0.0%YieldMediumLondon, United Kingdom2026-10-23
James T. Borello RIA
821$35.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Root Financial Partners, LLC
818$34.8K0.0%ETFMediumEncinitas, CA2026-10-21
Pacific Center for Financial Services
817$34.8K0.0%ETFMediumDanville, CA2026-10-15
Key FInancial Inc
812$34.6K0.0%ETFLowWest Chester, PA2026-11-02
Bank of New Hampshire
786$33.5K0.0%CoreLowLaconia, NH2026-10-06
Sfam, LLC
775$33.0K0.0%ETFVery LowElmhurst, IL2026-11-03
Duncker Streett & Co Inc
762$32.5K0.0%GrowthLowSt. Louis, MO2026-10-27
First Pacific Financial
737$31.4K0.0%ETFLowVancouver, WA2026-10-14
Physician Wealth Advisors, Inc.
672$28.6K0.0%ETFMediumMidvale, UT2026-10-20
Golden State Wealth Management, LLC
663$28.2K0.0%ETFMediumSanta Ana, CA2026-11-02
First Bancorp, Inc
648$27.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Flagship Wealth Advisors, LLC
643$27.4K0.0%ETFLowWakefield, MA2026-11-03
Provenance Wealth Advisors, LLC
636$27.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
POM Investment Strategies, LLC
632$26.9K0.0%ETFVery HighRaleigh, NC2026-10-20
Livelsberger Financial Advisory
602$25.6K0.1%YieldVery LowAshland, OH2026-10-28
Gamma Investing LLC
565$24.1K0.0%IndexVery LowFoster City, CA2026-10-08
Rosenberg Matthew Hamilton
564$24.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Smallwood Wealth Investment Management, LLC
555$23.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Beacon Investment Advisory Services, Inc.
550$23.4K0.0%GrowthLowMorristown, NJ2026-10-13
Piscataqua Savings Bank
545$23.2K0.0%CoreVery LowPortsmouth, NH2026-10-21
Strengthening Families & Communities, LLC
541$23.0K0.0%CoreMediumBoston, MA2026-10-21
Toth Financial Advisory Corp
534$22.7K0.0%CoreLowLeesburg, VA2026-10-08
Harbor Investment Advisory, LLC
523$22.3K0.0%GrowthLowLutherville, MD2026-10-13
Trust Co of Toledo NA
500$21.3K0.0%GrowthVery LowHolland, OH2026-10-16
MidAtlantic Capital Management, Inc.
500$21.3K0.0%ETFVery LowRichmond, VA2026-11-05
Nisa Investment Advisors, LLC
469$20.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
True Wealth Design, LLC
429$18.3K0.0%ETFMediumAkron, OH2026-10-13
Key Capital Management, Inc
428$18.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Latitude Advisors, LLC
413$17.6K0.0%ETFLowYorkville, IL2026-10-27
Union Savings Bank
390$16.6K0.0%CoreLowLitchfield, CT2026-10-14
Financial Management Professionals, Inc.
379$16.1K0.0%ETFMediumAustin, TX2026-10-23
Eastern Bank
378$16.1K0.0%GrowthMediumBoston, MA2026-10-05
Asset Dedication, LLC
372$15.8K0.0%ETFLowSan Francisco, CA2026-11-03
Gen-Wealth Partners Inc
372$15.8K0.0%CoreLowZeeland, MI2026-11-04
Highline Wealth Partners LLC
360$15.3K0.0%ETFMediumSherman Oaks, CA2026-10-19
Valley National Advisers Inc
348$14.8K0.0%ETFLowBethlehem, PA2026-10-23
Country Trust Bank
345$14.7K0.0%GrowthLowBloomington, IL2026-10-30
Community Financial Services Group, LLC
341$14.5K0.0%GrowthLowNewport, VT2026-10-15
Washington Trust Advisors, Inc.
330$14.1K0.0%GrowthLowWellesley, MA2026-10-22
Financial Consulate, Inc
326$13.9K0.0%ETFLowHunt Valley, MD2026-10-23
United Financial Planning Group LLC
299$12.7K0.0%ETFHighHauppauge, NY2026-11-04
Harbor Asset Planning, Inc.
295$12.6K0.0%ETFVery LowBelmont, MA2026-10-23
Gilpin Wealth Management, LLC
294$12.5K0.0%GrowthLowDenver, CO2026-10-09
Bell Investment Advisors, Inc
285$12.1K0.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
268$11.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Glass Jacobson Investment Advisors llc
268$11.4K0.0%ETFLowOwings Mills, MD2026-10-26
Wolff Wiese Magana LLC
260$11.1K0.0%GrowthLowCarslbad, CA2026-10-15
Blue Bell Private Wealth Management, LLC
241$10.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
TFC Financial Management, Inc.
240$10.2K0.0%ETFVery LowBoston, MA2026-10-26
First United Bank & Trust
218$9.3K0.0%CoreLowOakland, MD2026-10-22
Princeton Global Asset Management LLC
212$9.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Elevation Wealth Partners, LLC
201$8.6K0.0%ETFLowWalnut Creek, CA2026-10-07
Hazlett, Burt & Watson, Inc.
160$70.0%CoreVery LowWheeling, WV2026-11-04
Bear Mountain Capital, Inc.
150$6.7K0.0%ETFLowSeattle, WA2026-11-04
USA Financial Formulas
146$6.2K0.0%ETFVery HighAda, MI2026-10-16
SJS Investment Consulting Inc.
137$5.8K0.0%ETFVery LowSylvania, OH2026-10-26
North Star Investment Management Corp.
121$5.2K0.0%CoreLowChicago, IL2026-10-27
CKW Financial Group
118$50.0%ETFVery LowHonolulu, HI2026-10-29
Adirondack Trust Co
111$4.7K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Caitong International Asset Management Co., Ltd
79$3.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Leonteq Securities AG
78$3.3K0.0%CoreHighZurich, Switzerland2026-10-29
Essential Partners LLC
70$3.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
First Financial Corp
69$2.9K0.0%CoreVery LowTerre Haute, IN2026-10-13
Signature Equity Partners, LLC
64$2.7K0.0%GrowthMediumColumbus, OH2026-10-29
Buck Wealth Strategies, LLC
59$2.5K0.0%ValueMediumDenver, CO2026-10-28
Breakwater Investment Management
38$1.6K0.0%ETFLowSeattle, WA2026-10-20
Meriwether Wealth & Planning, LLC
23$9800.0%ETFMediumMinden, LA2026-10-13
Essential Investment Partners LLC
10$4260.0%GrowthLowEnglewood, CO2026-10-27