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Medpace Holdings Inc (MEDP)

CUSIP: 58506Q109 | NYSE | Healthcare · Diagnostics & Research | Large Cap | 1592 institutional holders

Quarters

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

Beneficial Ownership — 13D / 13G

Full history →

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

HolderShares% of ClassChangeEvent Datevs 13F
13D/AAugust J. Troendle
with Medpace Investors, LLC
5,396,50819.1%−286,426Sep 24, 2026No 13F filer matched
13D/AMedpace Investors, LLC4,733,01916.6%New 5%+ stakeNov 26, 2025No 13F filer matched
13D/AAugust J. Troendle5,396,508
19.1% of class · Sep 24, 2026−286,426
with Medpace Investors, LLC
No 13F filer matched
13D/AMedpace Investors, LLC4,733,019
16.6% of class · Nov 26, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Wasatch Advisors LP465,944
2.2% of portfolio›$290.8M
Dimensional Fund Advisors LP362,917
0.0% of portfolio›$226.5M
Thrivent Financial for Lutherans199,275
0.0% of portfolio›$124.4K
Citigroup Inc180,553
0.0% of portfolio›$112.7M
Riverbridge Partners LLC157,509
2.9% of portfolio›$98.3M
Boston Trust Walden Corp144,843
0.7% of portfolio›$90.4M
Bank of New York Mellon Corp143,782
0.0% of portfolio›$89.7M
Artemis Investment Management LLP94,503
0.5% of portfolio›$59.0M
Smith Group Asset Management, LLC66,432
2.7% of portfolio›$41.5M
Congress Asset Management Co60,479
0.2% of portfolio›$37.7M
Retirement Systems of Alabama59,181
0.1% of portfolio›$36.9M
Argent Capital Management LLC56,996
1.1% of portfolio›$35.6M
Principal Financial Group Inc51,582
0.0% of portfolio›$32.2M
Local Pensions Partnership Investment Ltd46,000
0.6% of portfolio›$28.7M
Eulav Asset Management44,103
1.0% of portfolio›$27.5M
McGuire Investment Group, LLC34,424
1.9% of portfolio›$21.5M
Cabot Wealth Management Inc26,467
1.7% of portfolio›$16.5M
Candriam S.C.A.25,633
0.1% of portfolio›$16.1M
Assenagon Asset Management S.A.24,768
0.0% of portfolio›$15.5M
King Luther Capital Management Corp23,857
0.1% of portfolio›$14.9M
New York State Teachers Retirement System22,631
0.0% of portfolio›$14.1K
Oppenheimer Asset Management Inc.21,343
0.1% of portfolio›$13.3M
Wealth Enhancement Advisory Services, LLC20,825
0.0% of portfolio›$12.0M
Ascent Group, LLC20,586
0.4% of portfolio›$12.8M
Creative Planning19,295
0.0% of portfolio›$12.0M
Moran Wealth Management, LLC18,446
0.3% of portfolio›$11.5M
BI Asset Management Fondsmaeglerselskab A/S17,101
0.0% of portfolio›$10.7K
Truist Financial Corp16,438
0.0% of portfolio›$10.3M
Willis Investment Counsel15,957
0.5% of portfolio›$10.0M
Gateway Investment Advisers LLC14,380
0.1% of portfolio›$9.0M
Harel Insurance Investments & Financial Services Ltd.12,855
0.0% of portfolio›$8.0K
Swedbank AB12,500
0.0% of portfolio›$7.8M
Amalgamated Bank10,944
0.0% of portfolio›$6.8K
Davidson Capital Management Inc.9,871
1.0% of portfolio›$6.2M
Mutual of America Capital Management LLC9,422
0.1% of portfolio›$5.9M
Campbell Newman Asset Management Inc9,399
0.4% of portfolio›$5.9M
Achmea Investment Management B.V.9,279
0.0% of portfolio›$5.8M
DekaBank Deutsche Girozentrale9,225
0.0% of portfolio›$5.7K
Illinois Municipal Retirement Fund8,652
0.1% of portfolio›$5.4M
Fort Washington Investment Advisors Inc8,525
0.0% of portfolio›$5.3M
Larson Financial Group LLC7,847
0.1% of portfolio›$4.9M
Tandem Investment Advisors, Inc.7,826
0.4% of portfolio›$4.9M
State of New Jersey Common Pension Fund D7,428
0.0% of portfolio›$4.6M
Asio Capital, LLC7,041
0.5% of portfolio›$4.4M
Louisiana State Employees Retirement System6,700
0.1% of portfolio›$4.2M
B. Metzler seel. Sohn & Co. AG6,615
0.0% of portfolio›$4.1M
Arizona State Retirement System6,434
0.0% of portfolio›$4.0M
Berkeley, Inc6,415
1.2% of portfolio›$4.0M
Crossmark Global Holdings, Inc.6,312
0.1% of portfolio›$3.9M
Kornitzer Capital Management Inc6,210
0.1% of portfolio›$3.9M
Fifth Third Bancorp6,150
0.0% of portfolio›$3.8M
US Bancorp \de\6,052
0.0% of portfolio›$3.8M
Prescott Group Capital Management, L.L.C.6,000
0.3% of portfolio›$3.7M
Yousif Capital Management, LLC5,894
0.0% of portfolio›$3.7M
Virginia Retirement Systems ET Al5,669
0.0% of portfolio›$3.5M
KBC Group NV5,549
0.0% of portfolio›$3.5K
Lifestyle Asset Management, Inc.5,530
0.8% of portfolio›$3.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,397
0.0% of portfolio›$3.4M
Diversify Advisory Services, LLC5,360
0.1% of portfolio›$3.4M
Diversify Wealth Management, LLC5,360
0.1% of portfolio›$3.4M
Stackstone Wealth, LLC5,338
0.3% of portfolio›$3.3M
State of Michigan Retirement System5,299
0.0% of portfolio›$3.3M
China Universal Asset Management Co., Ltd.5,093
0.2% of portfolio›$3.2M
Joseph Group Capital Management5,038
0.6% of portfolio›$3.1M
Xponance LLC4,809
0.0% of portfolio›$3.0M
Burney Co/4,764
0.1% of portfolio›$3.0M
Inspire Investing, LLC4,763
0.1% of portfolio›$3.0M
Monument Capital Management4,668
0.6% of portfolio›$2.9M
Oregon Public Employees Retirement Fund4,644
0.0% of portfolio›$2.9M
New Mexico Educational Retirement Board4,600
0.0% of portfolio›$2.9K
Ausbil Investment Management Ltd4,493
1.4% of portfolio›$2.8M
Summit Creek Advisors LLC4,314
1.1% of portfolio›$2.7M
Hussman Strategic Advisors, Inc.4,200
0.6% of portfolio›$2.6M
Simplex Trading, LLC4,158
0.0% of portfolio›$2.6M
Duncker Streett & Co Inc4,011
0.4% of portfolio›$2.5M
Calamos Advisors LLC3,874
0.0% of portfolio›$2.4M
North Dakota State Investment Board3,789
0.1% of portfolio›$2.4M
Linden Thomas Advisory Services, LLC3,739
0.2% of portfolio›$2.3M
Fideuram Asset Management (Ireland) dac3,727
0.1% of portfolio›$2.3M
OP Asset Management Ltd3,718
0.0% of portfolio›$2.3M
HB Wealth Management, LLC3,609
0.0% of portfolio›$2.3M
Pictet Asset Management Holding SA3,566
0.0% of portfolio›$2.2M
Palisades Investment Partners, LLC3,536
0.6% of portfolio›$2.2M
New York Life Investment Management LLC3,354
0.0% of portfolio›$2.1M
CenterBook Partners LP3,349
0.1% of portfolio›$2.1M
Brighton Jones LLC3,192
0.0% of portfolio›$2.0M
Westover Capital Advisors, LLC3,165
0.3% of portfolio›$2.0M
Exchange Traded Concepts, LLC3,134
0.0% of portfolio›$2.0M
Bank Julius Baer & Co. Ltd, Zurich3,120
0.0% of portfolio›$1.9M
CX Institutional2,962
0.1% of portfolio›$1.8K
Sheets Smith Wealth Management2,962
0.2% of portfolio›$1.8M
Cantor Fitzgerald Investment Advisors L.P.2,870
0.1% of portfolio›$1.8M
Annex Advisory Services, LLC2,689
0.0% of portfolio›$1.7M
Lecap Asset Management LTD2,645
0.8% of portfolio›$1.7M
Quadrant Capital Group LLC2,629
0.0% of portfolio›$1.6M
Krilogy Financial LLC2,475
0.0% of portfolio›$1.5M
Atria Investments, Inc2,469
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.2,342
0.0% of portfolio›$1.5K
Global Financial Private Client, LLC2,309
0.4% of portfolio›$1.4M
Vise Technologies, Inc.2,291
0.0% of portfolio›$1.4M
Ethic Inc.2,256
0.0% of portfolio›$1.4M
Womack Financial LLC2,175
0.9% of portfolio›$1.4M
Kendall Capital Management2,170
0.2% of portfolio›$1.4M
State of Alaska, Department of Revenue2,143
0.0% of portfolio›$1.3K
PDS Planning, Inc2,128
0.1% of portfolio›$1.3M
Novem Group2,127
0.1% of portfolio›$1.3M
Chicago Partners Investment Group LLC2,085
0.0% of portfolio›$1.4M
Daiwa Securities Group Inc.2,081
0.0% of portfolio›$1.3M
Swiss Life Asset Management Ltd2,079
0.0% of portfolio›$1.3M
Bokf, NA2,040
0.0% of portfolio›$1.3M
Genus Capital Management Inc.2,000
0.1% of portfolio›$1.2M
Core Wealth Partners LLC2,000
0.5% of portfolio›$1.2M
RFG Advisory, LLC1,978
0.0% of portfolio›$1.2M
Gamma Investing LLC1,952
0.0% of portfolio›$1.2M
Citizens Financial Group Inc1,909
0.0% of portfolio›$1.2M
ProShare Advisors LLC1,871
0.0% of portfolio›$1.2M
Yorktown Management & Research Co Inc1,800
0.8% of portfolio›$1.1M
Archford Capital Strategies, LLC1,711
0.1% of portfolio›$1.1M
Park Avenue Securities LLC1,705
0.0% of portfolio›$1.1K
Allspring Global Investments Holdings, LLC1,686
0.0% of portfolio›$1.0M
J2 Capital Management Inc1,662
0.7% of portfolio›$1.0M
EverSource Wealth Advisors, LLC1,600
0.0% of portfolio›$998.7K
Enhancing Capital LLC1,589
0.7% of portfolio›$991.8K
Kestra Private Wealth Services, LLC1,573
0.0% of portfolio›$981.8K
GLR Partners, LLC1,564
0.5% of portfolio›$976.2K
Imc-Chicago, LLC1,539
0.0% of portfolio›$960.6K
Mirae Asset Global Investments Co., Ltd.1,506
0.0% of portfolio›$940.0K
Commonwealth Equity Services, LLC1,497
0.0% of portfolio›$934.4K
PineStone Asset Management Inc.1,480
0.0% of portfolio›$923.8K
Farther Finance Advisors, LLC1,450
0.0% of portfolio›$904.8K
VestGen Advisors, LLC1,408
0.0% of portfolio›$878.8K
Maryland State Retirement & Pension System1,357
0.0% of portfolio›$847.0K
Portside Wealth Group, LLC1,315
0.1% of portfolio›$820.8K
AlphaCore Capital LLC1,272
0.0% of portfolio›$794.0K
Independent Financial Group, LLC1,228
0.0% of portfolio›$766.5K
Worthington Financial Partners, LLC1,226
0.6% of portfolio›$765.5K
Gibbs Wealth Management1,224
0.1% of portfolio›$764.0K
Cookson Peirce & Co Inc1,157
0.0% of portfolio›$722.2K
Guilbault Capital LLC1,145
0.7% of portfolio›$714.7K
Trust Point Inc.1,091
0.1% of portfolio›$681.0K
Journey Advisory Group, LLC1,068
0.0% of portfolio›$666.6K
Nisa Investment Advisors, LLC1,044
0.0% of portfolio›$651.6K
Lido Advisors, LLC1,031
0.0% of portfolio›$643.6K
NorthCrest Asset Manangement, LLC997
0.0% of portfolio›$600.9K
Alps Advisors Inc978
0.0% of portfolio›$610.4K
MGO One Seven LLC965
0.0% of portfolio›$602.2K
Smith Shellnut Wilson LLC963
0.2% of portfolio›$601.1K
Curated Wealth Partners LLC959
0.0% of portfolio›$598.6K
Canopy Partners, LLC947
0.2% of portfolio›$591.1K
Angeles Wealth Management, LLC922
0.0% of portfolio›$575.5K
Integrated Advisors Network LLC917
0.0% of portfolio›$572.4K
Vontobel Holding Ltd.898
0.0% of portfolio›$560.5K
111 Capital897
0.1% of portfolio›$559.9K
Parcion Private Wealth LLC892
0.0% of portfolio›$556.8K
Azzad Asset Management Inc886
0.0% of portfolio›$552.8K
CIBC Asset Management Inc883
0.0% of portfolio›$551.2K
Jefferies Financial Group Inc.870
0.0% of portfolio›$543.0K
Equitable Trust Co860
0.0% of portfolio›$536.8K
Ipswich Investment Management Co., Inc.855
0.1% of portfolio›$533.7K
Choreo, LLC850
0.0% of portfolio›$530.4K
MBL Wealth, LLC847
0.0% of portfolio›$528.7K
Alliance Wealth Advisors, LLC836
0.1% of portfolio›$521.8K
Sumitomo Mitsui Trust Group, Inc.831
0.0% of portfolio›$518.7K
Praxis Investment Management Inc820
0.0% of portfolio›$512
Motley Fool Asset Management LLC819
0.0% of portfolio›$511.2K
Balboa Wealth Partners807
0.1% of portfolio›$503.7K
Fifth Third Wealth Advisors LLC783
0.0% of portfolio›$488.7K
Norden Group LLC776
0.0% of portfolio›$484.4K
ZWJ Investment Counsel Inc747
0.0% of portfolio›$466.3K
Salem Investment Counselors Inc745
0.0% of portfolio›$465.0K
Provenance Wealth Advisors, LLC742
0.0% of portfolio›$463.1K
Signaturefd, LLC741
0.0% of portfolio›$462.5K
Procyon Advisors, LLC711
0.0% of portfolio›$443.8K
Apollon Wealth Management, LLC706
0.0% of portfolio›$440.7K
Kaufman Rossin Wealth, LLC686
0.2% of portfolio›$428.2K
Grant Private Wealth Management Inc670
0.2% of portfolio›$418.2K
Parkside Financial Bank & Trust670
0.0% of portfolio›$418.2K
Steel Grove Capital Advisors, LLC661
0.0% of portfolio›$412.6K
Blue Trust, Inc.649
0.0% of portfolio›$405.3K
Nemes Rush Group LLC649
0.0% of portfolio›$405.1K
Soltis Investment Advisors LLC647
0.0% of portfolio›$404.0K
Daymark Wealth Partners, LLC642
0.0% of portfolio›$400.7K
Strs Ohio631
0.0% of portfolio›$393.9K
Piar LLC610
0.2% of portfolio›$380.8K
Verdence Capital Advisors LLC598
0.0% of portfolio›$373.0K
GF Fund Management Co. Ltd.575
0.0% of portfolio›$358.9K
Americana Partners, LLC574
0.0% of portfolio›$358.3K
Compound Planning, Inc.564
0.0% of portfolio›$352.0K
Regions Financial Corp558
0.0% of portfolio›$348.3K
QTR Family Wealth, LLC554
0.1% of portfolio›$345.8K
Riversedge Advisors, LLC552
0.0% of portfolio›$344.5K
Koshinski Asset Management, Inc.545
0.0% of portfolio›$340.2K
Financiere des Professionnels - Fonds d'investissement inc.540
0.0% of portfolio›$337.1K
Baron Wealth Management LLC536
0.1% of portfolio›$334.6K
IFP Advisors, Inc527
0.0% of portfolio›$328.9K
Premier Fund Managers Ltd527
0.0% of portfolio›$328
Laurion Capital Management LP515
0.0% of portfolio›$321.5K
Heritage Wealth Management, Inc.515
0.1% of portfolio›$321.5K
HBW Advisory Services LLC513
0.0% of portfolio›$320.5K
Axxion S.A.505
0.0% of portfolio›$315.2K
1900 Wealth Management LLC504
0.0% of portfolio›$314.6K
Clear Wave Wealth Management LLC502
0.1% of portfolio›$313.3K
Forum Financial Management, LP501
0.0% of portfolio›$312.7K
Future Financial Wealth Managment LLC500
0.2% of portfolio›$312.1K
Profund Advisors LLC494
0.0% of portfolio›$308.3K
Aprio Wealth Management, LLC492
0.0% of portfolio›$307.1K
Allegiance Financial Group Advisory Services LLC485
0.0% of portfolio›$302.7K
Titleist Asset Management, LLC473
0.0% of portfolio›$295.2K
Leonteq Securities AG467
0.0% of portfolio›$291.5K
Symphony Financial, Ltd. Co.464
0.0% of portfolio›$289.6K
StoneX Group Inc.451
0.0% of portfolio›$273.2K
Bailard, Inc.450
0.0% of portfolio›$280.9K
Pinnacle Associates LTD443
0.0% of portfolio›$276.5K
Balefire, LLC443
0.0% of portfolio›$276.5K
Ashton Thomas Securities, LLC438
0.0% of portfolio›$273.4K
Childress Capital Advisors, LLC435
0.0% of portfolio›$271.5K
Barlow Wealth Partners, LLC432
0.0% of portfolio›$260.5K
Greenleaf Trust424
0.0% of portfolio›$264.7K
Gallacher Capital Management LLC412
0.2% of portfolio›$257.0K
Gilpin Wealth Management, LLC403
0.2% of portfolio›$251.5K
Renasant Bank401
0.2% of portfolio›$250.3K
AdvisorNet Financial, Inc400
0.0% of portfolio›$246.7K
Bahl & Gaynor LLC396
0.0% of portfolio›$247.2K
Unified Investment Management389
0.2% of portfolio›$242.8K
180 Wealth Advisors, LLC379
0.0% of portfolio›$236.6K
Clifford Swan Investment Counsel LLC375
0.0% of portfolio›$234.1K
CoreCap Advisors, LLC370
0.0% of portfolio›$230.9K
Nova Financial LLC369
0.1% of portfolio›$230.3K
Essential Partners LLC366
0.1% of portfolio›$228.5K
Hengehold Capital Management LLC365
0.0% of portfolio›$227.8K
Advisor OS, LLC364
0.0% of portfolio›$227.2K
Quantum Financial Advisors, LLC362
0.0% of portfolio›$226.0K
Kestra Advisory Services, LLC346
0.0% of portfolio›$216.0K
Abel Hall, LLC339
0.0% of portfolio›$211.6K
RFG Holdings, Inc.338
0.0% of portfolio›$211.0K
Pittenger & Anderson Inc337
0.0% of portfolio›$210.3K
Davenport & Co LLC334
0.0% of portfolio›$208.5K
SYM Financial Corp334
0.0% of portfolio›$208.5K
Sage Rhino Capital LLC333
0.0% of portfolio›$207.9K
Gryphon Financial Partners LLC332
0.0% of portfolio›$207.2K
Evergreen Capital Management LLC326
0.0% of portfolio›$203.5K
SJS Investment Consulting Inc.317
0.0% of portfolio›$197.9K
Root Financial Partners, LLC317
0.0% of portfolio›$197.9K
Versant Capital Management, Inc304
0.0% of portfolio›$189.8K
TD Private Client Wealth LLC280
0.0% of portfolio›$174.8K
Alta Capital Management LLC/278
0.0% of portfolio›$173.5K
Concurrent Investment Advisors, LLC226
0.0% of portfolio›$140.8K
Birch Financial Group, LLC218
0.1% of portfolio›$135.9K
GK Wealth Management LLC187
0.1% of portfolio›$116.7K
True Wealth Design, LLC180
0.0% of portfolio›$112.4K
Legacies Wealth LLC179
0.1% of portfolio›$111.7K
Reyes Financial Architecture, Inc.176
0.1% of portfolio›$109.9K
TD Waterhouse Canada Inc.170
0.0% of portfolio›$101.6K
Harbor Investment Advisory, LLC154
0.0% of portfolio›$96.1K
Steph & Co142
0.0% of portfolio›$88.6K
Assetmark, Inc119
0.0% of portfolio›$74.3K
Parallel Advisors, LLC117
0.0% of portfolio›$73.0K
Bayban78
0.0% of portfolio›$41.3K
Covestor Ltd72
0.0% of portfolio›$45
MassMutual Private Wealth & Trust, FSB67
0.0% of portfolio›$41.8K
Central Trust Co67
0.0% of portfolio›$41.8K
Fortitude Family Office, LLC67
0.0% of portfolio›$41.8K
Caitong International Asset Management Co., Ltd65
0.0% of portfolio›$40.6K
Mitsubishi UFJ Asset Management Co., Ltd.65
0.0% of portfolio›$40.6K
Bayforest Capital Ltd62
0.1% of portfolio›$38.7K
Gen-Wealth Partners Inc61
0.0% of portfolio›$37.9K
Elyxium Wealth, LLC61
0.0% of portfolio›$38.1K
SBI Securities Co., Ltd.60
0.0% of portfolio›$37.5K
Private Trust Co NA54
0.0% of portfolio›$33.7K
First Horizon Corp53
0.0% of portfolio›$33.1K
Sterling Capital Management LLC51
0.0% of portfolio›$31.8K
GHP Investment Advisors, Inc.50
0.0% of portfolio›$31.2K
Mather Group, Llc.45
0.0% of portfolio›$28.1K
Ascentis Independent Advisors45
0.0% of portfolio›$28.1K
Owl Creek Wealth Partners LLC42
0.0% of portfolio›$26.2K
Fulcrum Asset Management LLP38
0.0% of portfolio›$23.6K
Strategic Advocates LLC34
0.1% of portfolio›$21.2K
Montag A & Associates Inc34
0.0% of portfolio›$21.2K
City Holding Co32
0.0% of portfolio›$20.0K
JFS Wealth Advisors, LLC31
0.0% of portfolio›$19.4K
Pinnacle Wealth Planning Services, Inc.31
0.0% of portfolio›$19.4K
Antipodes Partners Ltd27
0.0% of portfolio›$16.9K
Activest Wealth Management26
0.0% of portfolio›$16.2K
Fairscale Capital, LLC25
0.0% of portfolio›$16.3K
Trust Co of Vermont24
0.0% of portfolio›$15.0K
Bell Investment Advisors, Inc24
0.0% of portfolio›$15.0K
Jnba Financial Advisors23
0.0% of portfolio›$14.4K
Silver Grove Financial Group, Inc.23
0.0% of portfolio›$14.4K
Wilmington Savings Fund Society, FSB22
0.0% of portfolio›$13.7K
Farmers & Merchants Investments Inc22
0.0% of portfolio›$13.7K
Murphy & Mullick Capital Management Corp22
0.0% of portfolio›$13.7K
Birchwood Financial Partners, Inc.19
0.0% of portfolio›$11.9K
Financial Network Wealth Advisors LLC17
0.0% of portfolio›$10.6K
Cedar Mountain Advisors, LLC17
0.0% of portfolio›$10.6K
Chilton Capital Management LLC17
0.0% of portfolio›$10.6K
Acumen Wealth Advisors, LLC17
0.0% of portfolio›$10.6K
American National Bank & Trust16
0.0% of portfolio›$10.0K
Toth Financial Advisory Corp16
0.0% of portfolio›$10.0K
Spire Wealth Management13
0.0% of portfolio›$8.1K
Salomon & Ludwin, LLC13
0.0% of portfolio›$8.1K
Plato Investment Management Ltd12
0.0% of portfolio›$7.5K
High Note Wealth, LLC12
0.0% of portfolio›$7.5K
Triumph Capital Management11
0.0% of portfolio›$6.9K
Hartford Financial Management Inc.10
0.0% of portfolio›$6.2K
Jacobi Capital Management LLC10
0.0% of portfolio›$6.2K
Hughes Financial Services, LLC10
0.0% of portfolio›$6.8K
Grove Bank & Trust8
0.0% of portfolio›$5.0K
Harbor Capital Advisors, Inc.8
0.0% of portfolio›$5
DiNuzzo Private Wealth, Inc.7
0.0% of portfolio›$4.4K
Creative Capital Management Investments LLC6
0.0% of portfolio›$3.7K
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$3.7K
Elevation Wealth Partners, LLC6
0.0% of portfolio›$3.7K
Cromwell Holdings LLC5
0.0% of portfolio›$3.1K
Wolff Wiese Magana LLC5
0.0% of portfolio›$3.1K
Bare Financial Services, Inc4
0.0% of portfolio›$2.5K
MV Capital Management, Inc.4
0.0% of portfolio›$2.5K
Avion Wealth4
0.0% of portfolio›$2
Signature Equity Partners, LLC4
0.0% of portfolio›$2.5K
Winthrop Capital Management, LLC3
0.0% of portfolio›$1.9K
Pension & Wealth Management Advisors, Inc.3
0.0% of portfolio›$1.9K
DecisionPoint Financial, LLC3
0.0% of portfolio›$1.8K
UMB Private Wealth Management, LLC3
0.0% of portfolio›$1.9K
Physician Wealth Advisors, Inc.2
0.0% of portfolio›$1.2K
Navigoe, LLC2
0.0% of portfolio›$1
Smallwood Wealth Investment Management, LLC2
0.0% of portfolio›$1.2K
Tounjian Advisory Partners, LLC2
0.0% of portfolio›$1.2K
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$1
Valley National Advisers Inc2
0.0% of portfolio›$1.2K
MJT & Associates Financial Advisory Group, Inc.2
0.0% of portfolio›$1.2K
Brown, Lisle Ings, Inc.2
0.0% of portfolio›$1.2K
Burk Holdings LLC2
0.0% of portfolio›$1.2K
Proathlete Wealth Management LLC1
0.0% of portfolio›$624
Quaker Wealth Management, LLC1
0.0% of portfolio›$625
Rossby Financial, LCC1
0.0% of portfolio›$624
Torren Management, LLC1
0.0% of portfolio›$624
Strengthening Families & Communities, LLC1
0.0% of portfolio›$624
TFC Financial Management, Inc.1
0.0% of portfolio›$625
Nfsg Corp1
0.0% of portfolio›$624
StyleTurnoverLocationFiled
Wasatch Advisors LP
465,944$290.8M2.2%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
362,917$226.5M0.0%IndexLowAustin, TX2026-11-04
Thrivent Financial for Lutherans
199,275$124.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Citigroup Inc
180,553$112.7M0.0%CoreMediumNew York, NY2026-11-04
Riverbridge Partners LLC
157,509$98.3M2.9%GrowthLowMinneapolis, MN2026-11-05
Boston Trust Walden Corp
144,843$90.4M0.7%CoreLowBoston, MA2026-10-30
Bank of New York Mellon Corp
143,782$89.7M0.0%CoreLowNew York, NY2026-11-05
Artemis Investment Management LLP
94,503$59.0M0.5%GARPHighEdinburgh, United Kingdom2026-10-08
Smith Group Asset Management, LLC
66,432$41.5M2.7%GrowthLowDallas, TX2026-10-27
Congress Asset Management Co
60,479$37.7M0.2%GrowthMediumBoston, MA2026-10-06
Retirement Systems of Alabama
59,181$36.9M0.1%IndexLowMontgomery, AL2026-11-04
Argent Capital Management LLC
56,996$35.6M1.1%CoreMediumSt Louis, MO2026-10-05
Principal Financial Group Inc
51,582$32.2M0.0%CoreLowDes Moines, IA2026-11-02
Local Pensions Partnership Investment Ltd
46,000$28.7M0.6%GrowthLowLondon, United Kingdom2026-10-26
Eulav Asset Management
44,103$27.5M1.0%GrowthMediumSarasota, FL2026-10-23
McGuire Investment Group, LLC
34,424$21.5M1.9%Agg GrowthLowWakefield, RI2026-10-23
Cabot Wealth Management Inc
26,467$16.5M1.7%CoreMediumBeverly, MA2026-11-05
Candriam S.C.A.
25,633$16.1M0.1%GrowthMediumStrassen, Netherlands2026-11-03
Assenagon Asset Management S.A.
24,768$15.5M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
King Luther Capital Management Corp
23,857$14.9M0.1%CoreLowFort Worth, TX2026-11-05
New York State Teachers Retirement System
22,631$14.1K0.0%CoreVery LowAlbany, NY2026-10-22
Oppenheimer Asset Management Inc.
21,343$13.3M0.1%CoreMediumNew York, NY2026-10-27
Wealth Enhancement Advisory Services, LLC
20,825$12.0M0.0%CoreLowPlymouth, MN2026-10-13
Ascent Group, LLC
20,586$12.8M0.4%CoreLowVirginia Beach, VA2026-10-30
Creative Planning
19,295$12.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Moran Wealth Management, LLC
18,446$11.5M0.3%CoreMediumNaples, FL2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
17,101$10.7K0.0%CoreMediumKobenhavn, Greece2026-10-22
Truist Financial Corp
16,438$10.3M0.0%CoreLowCharlotte, NC2026-10-30
Willis Investment Counsel
15,957$10.0M0.5%CoreLowGainesville, GA2026-10-20
Gateway Investment Advisers LLC
14,380$9.0M0.1%GrowthLowCincinnati, OH2026-10-13
Harel Insurance Investments & Financial Services Ltd.
12,855$8.0K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Swedbank AB
12,500$7.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Amalgamated Bank
10,944$6.8K0.0%CoreVery LowNew York, NY2026-10-23
Davidson Capital Management Inc.
9,871$6.2M1.0%GrowthMediumCorpus Christi, TX2026-10-15
Mutual of America Capital Management LLC
9,422$5.9M0.1%IndexLowNew York, NY2026-10-23
Campbell Newman Asset Management Inc
9,399$5.9M0.4%GrowthMediumMilwaukee, WI2026-10-22
Achmea Investment Management B.V.
9,279$5.8M0.0%CoreMediumZeist, Philippines2026-10-30
DekaBank Deutsche Girozentrale
9,225$5.7K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Illinois Municipal Retirement Fund
8,652$5.4M0.1%CoreMediumOak Brook, IL2026-11-05
Fort Washington Investment Advisors Inc
8,525$5.3M0.0%CoreLowCincinnati, OH2026-10-15
Larson Financial Group LLC
7,847$4.9M0.1%GrowthLowSt Louis, MO2026-11-05
Tandem Investment Advisors, Inc.
7,826$4.9M0.4%CoreLowCharleston, SC2026-11-04
State of New Jersey Common Pension Fund D
7,428$4.6M0.0%CoreLowTrenton, NJ2026-11-05
Asio Capital, LLC
7,041$4.4M0.5%GrowthMediumLexington, KY2026-10-19
Louisiana State Employees Retirement System
6,700$4.2M0.1%IndexLowBaton Rouge, LA2026-10-20
B. Metzler seel. Sohn & Co. AG
6,615$4.1M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Arizona State Retirement System
6,434$4.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Berkeley, Inc
6,415$4.0M1.2%CoreLowBoise, ID2026-10-20
Crossmark Global Holdings, Inc.
6,312$3.9M0.1%GARPMediumHouston, TX2026-10-21
Kornitzer Capital Management Inc
6,210$3.9M0.1%CoreLowShawnee Mission, KS2026-11-03
Fifth Third Bancorp
6,150$3.8M0.0%IndexVery LowCincinnati, OH2026-11-05
US Bancorp \de\
6,052$3.8M0.0%IndexLowMinneapolis, MN2026-11-05
Prescott Group Capital Management, L.L.C.
6,000$3.7M0.3%Deep ValueMediumTulsa, OK2026-10-30
Yousif Capital Management, LLC
5,894$3.7M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Virginia Retirement Systems ET Al
5,669$3.5M0.0%CoreMediumRichmond, VA2026-10-28
KBC Group NV
5,549$3.5K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Lifestyle Asset Management, Inc.
5,530$3.5M0.8%ETFHighFriendswood, TX2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,397$3.4M0.0%CoreLowHarrisburg, PA2026-11-03
Diversify Advisory Services, LLC
5,360$3.4M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
5,360$3.4M0.1%GrowthMediumSandy, UT2026-10-20
Stackstone Wealth, LLC
5,338$3.3M0.3%CoreN/ADubuque, IA2026-10-19
State of Michigan Retirement System
5,299$3.3M0.0%IndexLowEast Lansing, MI2026-10-27
China Universal Asset Management Co., Ltd.
5,093$3.2M0.2%GrowthMediumShanghai, France2026-10-28
Joseph Group Capital Management
5,038$3.1M0.6%ETFLowColumbus, OH2026-11-04
Xponance LLC
4,809$3.0M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Burney Co/
4,764$3.0M0.1%GARPMediumReston, VA2026-10-15
Inspire Investing, LLC
4,763$3.0M0.1%GARPHighMeridian, ID2026-10-22
Monument Capital Management
4,668$2.9M0.6%GARPHighAlexandria, VA2026-10-09
Oregon Public Employees Retirement Fund
4,644$2.9M0.0%IndexVery LowTigard, OR2026-10-30
New Mexico Educational Retirement Board
4,600$2.9K0.0%IndexVery LowSanta Fe, NM2026-11-05
Ausbil Investment Management Ltd
4,493$2.8M1.4%ValueMediumSydney, China2026-10-08
Summit Creek Advisors LLC
4,314$2.7M1.1%GARPLowMinneapolis, MN2026-11-03
Hussman Strategic Advisors, Inc.
4,200$2.6M0.6%YieldVery HighEllicott City, MD2026-11-02
Simplex Trading, LLC
4,158$2.6M0.0%CoreVery HighChicago, IL2026-11-04
Duncker Streett & Co Inc
4,011$2.5M0.4%GrowthLowSt. Louis, MO2026-10-27
Calamos Advisors LLC
3,874$2.4M0.0%GrowthMediumNaperville, IL2026-11-02
North Dakota State Investment Board
3,789$2.4M0.1%GrowthMediumBismarck, ND2026-10-27
Linden Thomas Advisory Services, LLC
3,739$2.3M0.2%CoreLowCharlotte, NC2026-10-19
Fideuram Asset Management (Ireland) dac
3,727$2.3M0.1%CoreHighDublin 1, Lithuania2026-10-29
OP Asset Management Ltd
3,718$2.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
HB Wealth Management, LLC
3,609$2.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Pictet Asset Management Holding SA
3,566$2.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Palisades Investment Partners, LLC
3,536$2.2M0.6%GARPMediumSanta Monica, CA2026-11-03
New York Life Investment Management LLC
3,354$2.1M0.0%GrowthLowNew York, NY2026-11-04
CenterBook Partners LP
3,349$2.1M0.1%ValueVery HighGreenwich, CT2026-11-02
Brighton Jones LLC
3,192$2.0M0.0%CoreVery LowSeattle, WA2026-11-03
Westover Capital Advisors, LLC
3,165$2.0M0.3%MomentumLowWilmington, DE2026-10-26
Exchange Traded Concepts, LLC
3,134$2.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
3,120$1.9M0.0%GrowthMediumZurich, Switzerland2026-10-29
CX Institutional
2,962$1.8K0.1%CoreMediumAuburn, IN2026-10-02
Sheets Smith Wealth Management
2,962$1.8M0.2%CoreLowWinston-Salem, NC2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
2,870$1.8M0.1%YieldLowNew York, NY2026-10-21
Annex Advisory Services, LLC
2,689$1.7M0.0%GrowthHighBrookfield, WI2026-10-16
Lecap Asset Management LTD
2,645$1.7M0.8%ValueVery HighLondon, United Kingdom2026-10-27
Quadrant Capital Group LLC
2,629$1.6M0.0%CoreLowCincinnati, OH2026-10-20
Krilogy Financial LLC
2,475$1.5M0.0%GrowthLowSt. Louis, MO2026-10-13
Atria Investments, Inc
2,469$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Cambridge Investment Research Advisors, Inc.
2,342$1.5K0.0%ETFLowFairfield, IA2026-11-02
Global Financial Private Client, LLC
2,309$1.4M0.4%GrowthLowSarasota, FL2026-10-15
Vise Technologies, Inc.
2,291$1.4M0.0%IndexLowNew York, NY2026-10-29
Ethic Inc.
2,256$1.4M0.0%CoreLowNew York, NY2026-11-03
Womack Financial LLC
2,175$1.4M0.9%CoreVery LowDallas, TX2026-10-14
Kendall Capital Management
2,170$1.4M0.2%GARPLowRockville, MD2026-10-23
State of Alaska, Department of Revenue
2,143$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
PDS Planning, Inc
2,128$1.3M0.1%IndexVery LowDublin, OH2026-11-03
Novem Group
2,127$1.3M0.1%ETFMediumRochester, NY2026-10-19
Chicago Partners Investment Group LLC
2,085$1.4M0.0%GARPLowChicago, IL2026-10-27
Daiwa Securities Group Inc.
2,081$1.3M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Swiss Life Asset Management Ltd
2,079$1.3M0.0%CoreLowZurich, Switzerland2026-11-03
Bokf, NA
2,040$1.3M0.0%CoreLowTulsa, OK2026-10-27
Genus Capital Management Inc.
2,000$1.2M0.1%GARPHighVancouver, UAE2026-11-04
Core Wealth Partners LLC
2,000$1.2M0.5%GrowthLowSanta Rosa, CA2026-11-02
RFG Advisory, LLC
1,978$1.2M0.0%ETFMediumBirmingham, AL2026-11-03
Gamma Investing LLC
1,952$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
Citizens Financial Group Inc
1,909$1.2M0.0%GrowthLowProvidence, RI2026-10-23
ProShare Advisors LLC
1,871$1.2M0.0%GrowthLowBethesda, MD2026-10-29
Yorktown Management & Research Co Inc
1,800$1.1M0.8%MomentumMediumForest, VA2026-10-28
Archford Capital Strategies, LLC
1,711$1.1M0.1%GrowthMediumSwansea, IL2026-10-19
Park Avenue Securities LLC
1,705$1.1K0.0%ETFMediumNew York, NY2026-10-26
Allspring Global Investments Holdings, LLC
1,686$1.0M0.0%CoreMediumCharlotte, NC2026-11-04
J2 Capital Management Inc
1,662$1.0M0.7%ETFHighTroy, MI2026-10-19
EverSource Wealth Advisors, LLC
1,600$998.7K0.0%CoreMediumBirmingham, AL2026-11-04
Enhancing Capital LLC
1,589$991.8K0.7%CoreVery LowHarrisburg, PA2026-10-26
Kestra Private Wealth Services, LLC
1,573$981.8K0.0%GrowthLowAustin, TX2026-10-30
GLR Partners, LLC
1,564$976.2K0.5%GrowthN/AColumbia, MD2026-11-04
Imc-Chicago, LLC
1,539$960.6K0.0%GARPVery HighChicago, IL2026-11-05
Mirae Asset Global Investments Co., Ltd.
1,506$940.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Commonwealth Equity Services, LLC
1,497$934.4K0.0%ETFLowWaltham, MA2026-11-02
PineStone Asset Management Inc.
1,480$923.8K0.0%CoreLowMontreal, Austria2026-10-16
Farther Finance Advisors, LLC
1,450$904.8K0.0%IndexLowSan Francisco, CA2026-10-08
VestGen Advisors, LLC
1,408$878.8K0.0%GrowthMediumChicago, IL2026-10-27
Maryland State Retirement & Pension System
1,357$847.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Portside Wealth Group, LLC
1,315$820.8K0.1%CoreMediumProvo, UT2026-10-20
AlphaCore Capital LLC
1,272$794.0K0.0%ETFLowLa Jolla, CA2026-11-04
Independent Financial Group, LLC
1,228$766.5K0.0%GrowthLowSan Diego, CA2026-10-13
Worthington Financial Partners, LLC
1,226$765.5K0.6%GrowthLowWorthington, OH2026-10-13
Gibbs Wealth Management
1,224$764.0K0.1%CoreLowAlpharetta, GA2026-10-22
Cookson Peirce & Co Inc
1,157$722.2K0.0%GrowthHighPittsburgh, PA2026-10-30
Guilbault Capital LLC
1,145$714.7K0.7%ETFMediumMetairie, LA2026-10-28
Trust Point Inc.
1,091$681.0K0.1%CoreMediumLa Crosse, WI2026-10-27
Journey Advisory Group, LLC
1,068$666.6K0.0%CoreMediumCovington, KY2026-11-04
Nisa Investment Advisors, LLC
1,044$651.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Lido Advisors, LLC
1,031$643.6K0.0%GrowthLowLos Angeles, CA2026-11-04
NorthCrest Asset Manangement, LLC
997$600.9K0.0%GrowthLowPlymouth, MN2026-10-13
Alps Advisors Inc
978$610.4K0.0%YieldLowDenver, CO2026-11-03
MGO One Seven LLC
965$602.2K0.0%GrowthLowBeachwood, OH2026-10-28
Smith Shellnut Wilson LLC
963$601.1K0.2%CoreVery LowRidgeland, MS2026-10-21
Curated Wealth Partners LLC
959$598.6K0.0%GARPLowEl Segundo, CA2026-10-15
Canopy Partners, LLC
947$591.1K0.2%GrowthLowCincinnati, OH2026-10-28
Angeles Wealth Management, LLC
922$575.5K0.0%ETFLowSanta Monica, CA2026-10-26
Integrated Advisors Network LLC
917$572.4K0.0%GrowthMediumDallas, TX2026-10-20
Vontobel Holding Ltd.
898$560.5K0.0%CoreMediumZurich, Switzerland2026-10-16
111 Capital
897$559.9K0.1%CoreVery HighParis, India2026-11-03
Parcion Private Wealth LLC
892$556.8K0.0%CoreMediumBellevue, WA2026-10-28
Azzad Asset Management Inc
886$552.8K0.0%GrowthMediumFalls Church, VA2026-11-04
CIBC Asset Management Inc
883$551.2K0.0%GARPLowToronto, South Africa2026-11-05
Jefferies Financial Group Inc.
870$543.0K0.0%CoreVery HighNew York, NY2026-11-05
Equitable Trust Co
860$536.8K0.0%CoreLowNashville, TN2026-10-13
Ipswich Investment Management Co., Inc.
855$533.7K0.1%CoreLowBeverly, MA2026-10-13
Choreo, LLC
850$530.4K0.0%IndexLowRockford, IL2026-10-28
MBL Wealth, LLC
847$528.7K0.0%ETFLowCharlotte, NC2026-10-22
Alliance Wealth Advisors, LLC
836$521.8K0.1%ETFHighCenterville, UT2026-10-28
Sumitomo Mitsui Trust Group, Inc.
831$518.7K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Praxis Investment Management Inc
820$5120.0%CoreLowGoshen, IN2026-11-03
Motley Fool Asset Management LLC
819$511.2K0.0%GrowthMediumAlexandria, VA2026-10-27
Balboa Wealth Partners
807$503.7K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Fifth Third Wealth Advisors LLC
783$488.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Norden Group LLC
776$484.4K0.0%GrowthMediumProvo, UT2026-10-20
ZWJ Investment Counsel Inc
747$466.3K0.0%CoreLowAtlanta, GA2026-10-15
Salem Investment Counselors Inc
745$465.0K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Provenance Wealth Advisors, LLC
742$463.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Signaturefd, LLC
741$462.5K0.0%IndexLowAtlanta, GA2026-10-23
Procyon Advisors, LLC
711$443.8K0.0%CoreVery LowShelton, CT2026-10-21
Apollon Wealth Management, LLC
706$440.7K0.0%GrowthLowMount Pleasant, SC2026-10-23
Kaufman Rossin Wealth, LLC
686$428.2K0.2%ETFLowMiami, FL2026-10-19
Grant Private Wealth Management Inc
670$418.2K0.2%GrowthMediumPleasanton, CA2026-10-19
Parkside Financial Bank & Trust
670$418.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Steel Grove Capital Advisors, LLC
661$412.6K0.0%ETFLowMemphis, TN2026-10-13
Blue Trust, Inc.
649$405.3K0.0%ETFLowBrentwood, TN2026-10-15
Nemes Rush Group LLC
649$405.1K0.0%CoreVery LowNovi, MI2026-11-04
Soltis Investment Advisors LLC
647$404.0K0.0%CoreMediumSt. George, UT2026-10-28
Daymark Wealth Partners, LLC
642$400.7K0.0%CoreLowCincinnati, OH2026-11-04
Strs Ohio
631$393.9K0.0%CoreMediumColumbus, OH2026-10-30
Piar LLC
610$380.8K0.2%MomentumMediumLas Vegas, NV2026-10-21
Verdence Capital Advisors LLC
598$373.0K0.0%CoreMediumHunt Valley, MD2026-10-26
GF Fund Management Co. Ltd.
575$358.9K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Americana Partners, LLC
574$358.3K0.0%CoreMediumHouston, TX2026-10-28
Compound Planning, Inc.
564$352.0K0.0%CoreLowNew York, NY2026-11-05
Regions Financial Corp
558$348.3K0.0%CoreLowBirmingham, AL2026-11-05
QTR Family Wealth, LLC
554$345.8K0.1%GrowthMediumLake Mary, FL2026-11-02
Riversedge Advisors, LLC
552$344.5K0.0%ETFMediumWilmington, DE2026-10-09
Koshinski Asset Management, Inc.
545$340.2K0.0%ETFLowDecatur, IL2026-10-29
Financiere des Professionnels - Fonds d'investissement inc.
540$337.1K0.0%GrowthHighMontreal, Austria2026-11-03
Baron Wealth Management LLC
536$334.6K0.1%CoreLowTroy, MI2026-10-27
IFP Advisors, Inc
527$328.9K0.0%GrowthLowTampa, FL2026-10-16
Premier Fund Managers Ltd
527$3280.0%MomentumMediumLondon, United Kingdom2026-11-02
Laurion Capital Management LP
515$321.5K0.0%GrowthVery HighNew York, NY2026-10-30
Heritage Wealth Management, Inc.
515$321.5K0.1%CoreLowCincinnati, OH2026-10-28
HBW Advisory Services LLC
513$320.5K0.0%ETFMediumSimi Valley, CA2026-10-15
Axxion S.A.
505$315.2K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
1900 Wealth Management LLC
504$314.6K0.0%ETFLowSan Antonio, TX2026-10-13
Clear Wave Wealth Management LLC
502$313.3K0.1%ETFN/ARed Bank, NJ2026-11-04
Forum Financial Management, LP
501$312.7K0.0%ETFLowLombard, IL2026-10-16
Future Financial Wealth Managment LLC
500$312.1K0.2%ETFMediumCincinnati, OH2026-10-15
Profund Advisors LLC
494$308.3K0.0%GrowthLowBethesda, MD2026-10-29
Aprio Wealth Management, LLC
492$307.1K0.0%ETFMediumAtlanta, GA2026-10-28
Allegiance Financial Group Advisory Services LLC
485$302.7K0.0%ETFLowVienna, VA2026-11-02
Titleist Asset Management, LLC
473$295.2K0.0%ETFLowSan Antonio, TX2026-10-08
Leonteq Securities AG
467$291.5K0.0%CoreHighZurich, Switzerland2026-10-29
Symphony Financial, Ltd. Co.
464$289.6K0.0%GrowthLowHouston, TX2026-10-22
StoneX Group Inc.
451$273.2K0.0%ETFMediumNew York, NY2026-11-03
Bailard, Inc.
450$280.9K0.0%GrowthMediumFoster City, CA2026-10-13
Pinnacle Associates LTD
443$276.5K0.0%CoreLowNew York, NY2026-10-20
Balefire, LLC
443$276.5K0.0%ETFMediumDallas, TX2026-10-09
Ashton Thomas Securities, LLC
438$273.4K0.0%ETFMediumRochester, NY2026-10-26
Childress Capital Advisors, LLC
435$271.5K0.0%GARPMediumHouston, TX2026-10-28
Barlow Wealth Partners, LLC
432$260.5K0.0%CoreMediumLouisville, KY2026-10-15
Greenleaf Trust
424$264.7K0.0%CoreLowKalamazoo, MI2026-10-29
Gallacher Capital Management LLC
412$257.0K0.2%ValueMediumLone Tree, CO2026-10-30
Gilpin Wealth Management, LLC
403$251.5K0.2%GrowthLowDenver, CO2026-10-09
Renasant Bank
401$250.3K0.2%CoreMediumTupelo, MS2026-11-05
AdvisorNet Financial, Inc
400$246.7K0.0%ETFLowMinnetonka, MN2026-10-15
Bahl & Gaynor LLC
396$247.2K0.0%CoreLowCincinnati, OH2026-11-05
Unified Investment Management
389$242.8K0.2%CoreLowAtlanta, GA2026-10-14
180 Wealth Advisors, LLC
379$236.6K0.0%CoreLowFederal Way, WA2026-11-03
Clifford Swan Investment Counsel LLC
375$234.1K0.0%CoreVery LowPasadena, CA2026-11-05
CoreCap Advisors, LLC
370$230.9K0.0%ETFMediumSouthfield, MI2026-10-08
Nova Financial LLC
369$230.3K0.1%N/AN/ATucson, AZ2026-11-04
Essential Partners LLC
366$228.5K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Hengehold Capital Management LLC
365$227.8K0.0%ETFLowCincinnati, OH2026-10-16
Advisor OS, LLC
364$227.2K0.0%ETFMediumChicago, IL2026-11-03
Quantum Financial Advisors, LLC
362$226.0K0.0%ETFLowSanta Monica, CA2026-11-03
Kestra Advisory Services, LLC
346$216.0K0.0%CoreLowAustin, TX2026-11-02
Abel Hall, LLC
339$211.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
RFG Holdings, Inc.
338$211.0K0.0%ETFLowArgyle, TX2026-10-30
Pittenger & Anderson Inc
337$210.3K0.0%CoreLowLincoln, NE2026-11-02
Davenport & Co LLC
334$208.5K0.0%CoreMediumRichmond, VA2026-10-14
SYM Financial Corp
334$208.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Sage Rhino Capital LLC
333$207.9K0.0%ETFLowMenlo Park, CA2026-10-28
Gryphon Financial Partners LLC
332$207.2K0.0%IndexLowColumbus, OH2026-11-04
Evergreen Capital Management LLC
326$203.5K0.0%GARPMediumBellevue, WA2026-10-23
SJS Investment Consulting Inc.
317$197.9K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
317$197.9K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
304$189.8K0.0%GARPLowPhoenix, AZ2026-10-02
TD Private Client Wealth LLC
280$174.8K0.0%ETFLowNew York, NY2026-10-28
Alta Capital Management LLC/
278$173.5K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Concurrent Investment Advisors, LLC
226$140.8K0.0%GrowthMediumTampa, FL2026-10-16
Birch Financial Group, LLC
218$135.9K0.1%CoreLowKeene, NH2026-10-27
GK Wealth Management LLC
187$116.7K0.1%GARPVery HighReno, NV2026-10-09
True Wealth Design, LLC
180$112.4K0.0%ETFMediumAkron, OH2026-10-13
Legacies Wealth LLC
179$111.7K0.1%ETFLowMinnetonka, MN2026-11-02
Reyes Financial Architecture, Inc.
176$109.9K0.1%ETFVery HighSan Diego, CA2026-10-22
TD Waterhouse Canada Inc.
170$101.6K0.0%CoreLowToronto, Australia2026-10-16
Harbor Investment Advisory, LLC
154$96.1K0.0%GrowthLowLutherville, MD2026-10-13
Steph & Co
142$88.6K0.0%ETFLowMarinette, WI2026-10-07
Assetmark, Inc
119$74.3K0.0%ETFLowConcord, CA2026-10-21
Parallel Advisors, LLC
117$73.0K0.0%IndexLowSan Francisco, CA2026-11-03
Bayban
78$41.3K0.0%ValueLowBayport, MN2026-11-05
Covestor Ltd
72$450.0%ValueHighLondon, United Kingdom2026-10-30
MassMutual Private Wealth & Trust, FSB
67$41.8K0.0%CoreLowSpringfield, MA2026-10-05
Central Trust Co
67$41.8K0.0%CoreLowJefferson City, MO2026-11-05
Fortitude Family Office, LLC
67$41.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Caitong International Asset Management Co., Ltd
65$40.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
65$40.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Bayforest Capital Ltd
62$38.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Gen-Wealth Partners Inc
61$37.9K0.0%CoreLowZeeland, MI2026-11-04
Elyxium Wealth, LLC
61$38.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
SBI Securities Co., Ltd.
60$37.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Trust Co NA
54$33.7K0.0%CoreLowCleveland, OH2026-10-20
First Horizon Corp
53$33.1K0.0%CoreLowMemphis, TN2026-10-26
Sterling Capital Management LLC
51$31.8K0.0%GARPMediumCharlotte, NC2026-10-22
GHP Investment Advisors, Inc.
50$31.2K0.0%CoreVery LowDenver, CO2026-10-15
Mather Group, Llc.
45$28.1K0.0%ETFMediumChicago, IL2026-10-14
Ascentis Independent Advisors
45$28.1K0.0%ETFLowDallas, TX2026-11-03
Owl Creek Wealth Partners LLC
42$26.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Fulcrum Asset Management LLP
38$23.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Strategic Advocates LLC
34$21.2K0.1%GrowthLowSacramento, CA2026-11-03
Montag A & Associates Inc
34$21.2K0.0%CoreLowAtlanta, GA2026-10-29
City Holding Co
32$20.0K0.0%CoreLowCharleston, WV2026-10-19
JFS Wealth Advisors, LLC
31$19.4K0.0%ETFVery LowHermitage, PA2026-11-03
Pinnacle Wealth Planning Services, Inc.
31$19.4K0.0%GARPLowMansfield, OH2026-10-27
Antipodes Partners Ltd
27$16.9K0.0%ValueHighRoyal Exchange, China2026-11-05
Activest Wealth Management
26$16.2K0.0%ETFLowAventura, FL2026-10-15
Fairscale Capital, LLC
25$16.3K0.0%GrowthVery LowNashua, NH2026-11-04
Trust Co of Vermont
24$15.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Bell Investment Advisors, Inc
24$15.0K0.0%ETFVery LowOrinda, CA2026-10-29
Jnba Financial Advisors
23$14.4K0.0%ETFMediumBloomington, MN2026-11-03
Silver Grove Financial Group, Inc.
23$14.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Wilmington Savings Fund Society, FSB
22$13.7K0.0%CoreLowWilmington, DE2026-10-23
Farmers & Merchants Investments Inc
22$13.7K0.0%CoreVery LowLincoln, NE2026-10-22
Murphy & Mullick Capital Management Corp
22$13.7K0.0%GrowthLowSmithtown, NY2026-11-02
Birchwood Financial Partners, Inc.
19$11.9K0.0%ETFVery LowBloomington, MN2026-11-02
Financial Network Wealth Advisors LLC
17$10.6K0.0%ETFLowMurray, UT2026-10-28
Cedar Mountain Advisors, LLC
17$10.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Chilton Capital Management LLC
17$10.6K0.0%GrowthMediumHouston, TX2026-10-28
Acumen Wealth Advisors, LLC
17$10.6K0.0%GrowthHighChattanooga, TN2026-11-05
American National Bank & Trust
16$10.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Toth Financial Advisory Corp
16$10.0K0.0%CoreLowLeesburg, VA2026-10-08
Spire Wealth Management
13$8.1K0.0%GrowthMediumMclean, VA2026-10-30
Salomon & Ludwin, LLC
13$8.1K0.0%ETFVery LowRichmond, VA2026-10-29
Plato Investment Management Ltd
12$7.5K0.0%CoreLowSydney, China2026-11-05
High Note Wealth, LLC
12$7.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Triumph Capital Management
11$6.9K0.0%ETFMediumDenver, CO2026-10-14
Hartford Financial Management Inc.
10$6.2K0.0%CoreLowWest Hartford, CT2026-10-21
Jacobi Capital Management LLC
10$6.2K0.0%CoreLowPittston, PA2026-11-05
Hughes Financial Services, LLC
10$6.8K0.0%ETFLowHerndon, VA2026-10-30
Grove Bank & Trust
8$5.0K0.0%ETFLowMiami, FL2026-10-08
Harbor Capital Advisors, Inc.
8$50.0%ValueHighChicago, IL2026-10-22
DiNuzzo Private Wealth, Inc.
7$4.4K0.0%ETFLowBeaver, PA2026-10-16
Creative Capital Management Investments LLC
6$3.7K0.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
6$3.7K0.0%ETFMediumHunt Valley, MD2026-11-03
Elevation Wealth Partners, LLC
6$3.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Cromwell Holdings LLC
5$3.1K0.0%IndexLowJackson, WY2026-10-28
Wolff Wiese Magana LLC
5$3.1K0.0%GrowthLowCarslbad, CA2026-10-15
Bare Financial Services, Inc
4$2.5K0.0%ETFVery LowGap, PA2026-11-04
MV Capital Management, Inc.
4$2.5K0.0%ETFLowBethesda, MD2026-10-29
Avion Wealth
4$20.0%ETFLowThe Woodlands, TX2026-11-04
Signature Equity Partners, LLC
4$2.5K0.0%GrowthMediumColumbus, OH2026-10-29
Winthrop Capital Management, LLC
3$1.9K0.0%ETFLowCarmel, IN2026-11-05
Pension & Wealth Management Advisors, Inc.
3$1.9K0.0%ETFLowWaltham, MA2026-10-16
DecisionPoint Financial, LLC
3$1.8K0.0%ETFVery LowMesa, AZ2026-10-27
UMB Private Wealth Management, LLC
3$1.9K0.0%GrowthN/AKansas City, MO2026-10-19
Physician Wealth Advisors, Inc.
2$1.2K0.0%ETFMediumMidvale, UT2026-10-20
Navigoe, LLC
2$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Smallwood Wealth Investment Management, LLC
2$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
Tounjian Advisory Partners, LLC
2$1.2K0.0%GrowthHighFort Myers, FL2026-11-04
Capital Advisors, Ltd. LLC
2$10.0%ETFLowShaker Heights, OH2026-10-27
Valley National Advisers Inc
2$1.2K0.0%ETFLowBethlehem, PA2026-10-23
MJT & Associates Financial Advisory Group, Inc.
2$1.2K0.0%ETFLowMontevideo, MN2026-10-07
Brown, Lisle Ings, Inc.
2$1.2K0.0%CoreVery LowProvidence, RI2026-10-16
Burk Holdings LLC
2$1.2K0.0%ETFVery LowTulsa, OK2026-11-05
Proathlete Wealth Management LLC
1$6240.0%ETFVery LowBoca Raton, FL2026-10-15
Quaker Wealth Management, LLC
1$6250.0%ETFMediumMoorestown, NJ2026-10-22
Rossby Financial, LCC
1$6240.0%ETFMediumMelbourne, FL2026-11-05
Torren Management, LLC
1$6240.0%ETFMediumSan Diego, CA2026-10-29
Strengthening Families & Communities, LLC
1$6240.0%CoreMediumBoston, MA2026-10-21
TFC Financial Management, Inc.
1$6250.0%ETFVery LowBoston, MA2026-10-26
Nfsg Corp
1$6240.0%Agg GrowthMediumBoca Raton, FL2026-10-15