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Mitsubishi UFJ Finl (MUFG)

CUSIP: 606822104 | US | Financial Services · Banks - Diversified | Large Cap | 1415 institutional holders

Quarters

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

Todd Asset Management LLC3,409,544
1.4% of portfolio›$78.7M
Creative Planning1,716,935
0.0% of portfolio›$39.6M
Dimensional Fund Advisors LP1,707,360
0.0% of portfolio›$39.4M
Bank of New York Mellon Corp1,440,759
0.0% of portfolio›$33.2M
TD Waterhouse Canada Inc.1,097,840
0.1% of portfolio›$24.8M
Crossmark Global Holdings, Inc.786,632
0.2% of portfolio›$18.2M
Boston Common Asset Management, LLC497,504
0.7% of portfolio›$11.5M
US Bancorp \de\451,061
0.0% of portfolio›$10.4M
Vise Technologies, Inc.441,400
0.1% of portfolio›$10.2M
Citigroup Inc416,329
0.0% of portfolio›$9.6M
Guardian Partners Inc.400,574
0.8% of portfolio›$9.2M
Quadrant Capital Group LLC395,988
0.2% of portfolio›$8.9M
Moran Wealth Management, LLC391,798
0.2% of portfolio›$9.0M
Truist Financial Corp389,917
0.0% of portfolio›$9.0M
Eagle Global Advisors LLC354,514
0.3% of portfolio›$8.2M
Augustine Asset Management Inc342,494
1.7% of portfolio›$7.9M
Henry James International Management Inc.337,370
2.4% of portfolio›$7.8M
Pekin Hardy Strauss, Inc.328,499
0.7% of portfolio›$7.6M
Signaturefd, LLC316,045
0.1% of portfolio›$7.3M
Factory Mutual Insurance Co315,464
0.1% of portfolio›$7.3M
Gradient Investments LLC288,000
0.1% of portfolio›$6.6M
ABC Arbitrage SA265,804
0.6% of portfolio›$6.1M
Compound Planning, Inc.234,601
0.1% of portfolio›$5.4M
Evergreen Capital Management LLC228,106
0.1% of portfolio›$5.3M
Diversify Wealth Management, LLC224,528
0.1% of portfolio›$4.9M
Diversify Advisory Services, LLC224,528
0.1% of portfolio›$4.9M
Atria Investments, Inc219,426
0.0% of portfolio›$5.1M
Park Avenue Securities LLC204,132
0.0% of portfolio›$4.7K
Jcic Asset Management Inc.187,819
1.8% of portfolio›$4.3M
Mitchell Capital Management Co180,484
0.6% of portfolio›$4.2M
Sumitomo Mitsui Trust Group, Inc.180,047
0.0% of portfolio›$4.2M
Ethic Inc.156,365
0.0% of portfolio›$3.6M
Aaron Wealth Advisors LLC156,150
0.2% of portfolio›$3.6M
Keybank National Association155,871
0.0% of portfolio›$3.6M
Allspring Global Investments Holdings, LLC150,913
0.0% of portfolio›$3.4M
Nations Financial Group Inc,143,687
0.2% of portfolio›$3.3M
Legacy Wealth Asset Management, LLC136,016
0.7% of portfolio›$3.1M
Fulcrum Wealth Advisors, LLC134,186
2.2% of portfolio›$3.1M
Commonwealth Equity Services, LLC129,195
0.0% of portfolio›$3.0M
HB Wealth Management, LLC124,778
0.0% of portfolio›$2.9M
Choreo, LLC114,107
0.0% of portfolio›$2.6M
GC Wealth Management RIA, LLC112,891
0.1% of portfolio›$2.6M
Bailard, Inc.112,705
0.1% of portfolio›$2.6M
Confluence Investment Management LLC106,561
0.0% of portfolio›$2.5M
Farther Finance Advisors, LLC106,021
0.0% of portfolio›$2.4M
Oppenheimer Asset Management Inc.90,927
0.0% of portfolio›$2.1M
Capricorn Fund Managers Ltd90,000
0.2% of portfolio›$2.1M
Greenleaf Trust88,306
0.0% of portfolio›$2.0M
Assetmark, Inc84,157
0.0% of portfolio›$1.9M
Lockheed Martin Investment Management Co80,790
0.1% of portfolio›$1.9M
Gamma Investing LLC78,363
0.1% of portfolio›$1.8M
InTrack Investment Management Inc77,724
0.9% of portfolio›$1.8M
Calamos Wealth Management LLC75,266
0.0% of portfolio›$1.7M
Highland Capital Management, LLC75,175
0.1% of portfolio›$1.7M
Prime Capital Investment Advisors, LLC74,728
0.0% of portfolio›$1.7M
QP Wealth Management, LLC73,921
2.6% of portfolio›$1.7M
CIBC Asset Management Inc72,318
0.0% of portfolio›$1.7M
Versant Capital Management, Inc70,645
0.1% of portfolio›$1.6M
Abel Hall, LLC69,301
0.3% of portfolio›$1.6M
Fifth Third Bancorp68,981
0.0% of portfolio›$1.6M
Themes Management Co LLC66,913
1.0% of portfolio›$1.5M
ABN Amro Investment Solutions66,910
0.0% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC66,775
0.0% of portfolio›$1.5M
Parallel Advisors, LLC65,319
0.0% of portfolio›$1.5M
Kathmere Capital Management, LLC63,622
0.1% of portfolio›$1.5M
Harbour Capital Advisors, LLC63,500
0.3% of portfolio›$1.5M
Davenport & Co LLC56,244
0.0% of portfolio›$1.3M
Linden Thomas Advisory Services, LLC55,826
0.1% of portfolio›$1.3M
Sagespring Wealth Partners, LLC52,858
0.0% of portfolio›$1.2M
Louisbourg Investments Inc.52,032
0.2% of portfolio›$1.2M
Trust Point Inc.50,234
0.1% of portfolio›$1.2M
Aprio Wealth Management, LLC50,137
0.1% of portfolio›$1.2M
DMC Group, LLC50,047
0.8% of portfolio›$1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP50,000
0.0% of portfolio›$1.2M
Portside Wealth Group, LLC48,626
0.1% of portfolio›$1.1M
Henshaw Capital LLC48,563
0.0% of portfolio›$1.1M
Prospera Financial Services Inc47,788
0.0% of portfolio›$1.0M
Burns Matteson Capital Management, LLC47,437
0.4% of portfolio›$1.1M
Kestra Advisory Services, LLC45,213
0.0% of portfolio›$1.0M
Lido Advisors, LLC45,104
0.0% of portfolio›$1.0M
Pinnacle Associates LTD44,166
0.0% of portfolio›$1.0M
Successful Portfolios LLC44,040
0.5% of portfolio›$1.0M
Cordatus Wealth Management LLC43,425
0.2% of portfolio›$1.0M
Five Oceans Advisors43,112
0.4% of portfolio›$994.6K
Anchyra Partners LLC42,896
0.2% of portfolio›$989.6K
Valeo Financial Advisors, LLC41,264
0.0% of portfolio›$952.0K
Xponance LLC41,091
0.0% of portfolio›$948.0K
BG Investment Services, LLC39,680
0.1% of portfolio›$915.4K
Traveka Wealth, LLC39,660
0.3% of portfolio›$915.0K
Sage Rhino Capital LLC37,167
0.1% of portfolio›$857.4K
EverSource Wealth Advisors, LLC36,158
0.0% of portfolio›$834.2K
Wedmont Private Capital36,007
0.0% of portfolio›$809.4K
Mission Wealth Management, LP35,157
0.0% of portfolio›$811.1K
Dynamic Advisor Solutions LLC35,131
0.0% of portfolio›$810.5K
Resonant Capital Advisors, LLC34,102
0.0% of portfolio›$786.7K
Arlington Trust Co LLC33,843
0.1% of portfolio›$780.8K
Florida Trust Wealth Management Co32,056
0.0% of portfolio›$739.5K
OpenArc Corporate Advisory, LLC31,694
0.0% of portfolio›$731.2K
Riversedge Advisors, LLC29,250
0.1% of portfolio›$674.8K
55 North Private Wealth, LLC28,836
0.1% of portfolio›$665.3K
Swiss Life Asset Management Ltd28,706
0.0% of portfolio›$662.2K
J.Safra Asset Management Corp28,067
0.0% of portfolio›$647.5K
Elevation Point Wealth Partners, LLC26,679
0.0% of portfolio›$615.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management26,430
0.0% of portfolio›$609.7K
Concurrent Investment Advisors, LLC26,041
0.0% of portfolio›$600.8K
May Hill Capital, LLC25,942
0.1% of portfolio›$598.5K
Pinnacle Wealth Planning Services, Inc.25,666
0.1% of portfolio›$592.1K
SYM Financial Corp25,516
0.0% of portfolio›$588.7K
PDS Planning, Inc24,756
0.0% of portfolio›$571.1K
Legacy Wealth Partners, LLC24,438
0.1% of portfolio›$563.8K
Walkner Condon Financial Advisors LLC24,257
0.1% of portfolio›$559.6K
Cromwell Holdings LLC24,134
0.3% of portfolio›$556.8K
Norden Group LLC24,035
0.0% of portfolio›$554.5K
HUB Investment Partners, LLC23,793
0.0% of portfolio›$548.9K
Marks Group Wealth Management, Inc23,643
0.0% of portfolio›$545.4K
Third View Private Wealth, LLC22,479
0.1% of portfolio›$518.6K
Bahl & Gaynor LLC22,210
0.0% of portfolio›$512.4K
Ashton Thomas Private Wealth, LLC21,635
0.0% of portfolio›$499.1K
Brighton Jones LLC21,220
0.0% of portfolio›$489.6K
Yousif Capital Management, LLC19,942
0.0% of portfolio›$460.1K
Foster Group, Inc.19,854
0.0% of portfolio›$458.0K
MGO One Seven LLC19,434
0.0% of portfolio›$448.4K
Crestwood Advisors Group, LLC19,375
0.0% of portfolio›$447.0K
LVW Advisors, LLC19,115
0.0% of portfolio›$441.0K
Carter Financial Group, Inc.19,107
0.2% of portfolio›$440.8K
Cambridge Investment Research Advisors, Inc.18,836
0.0% of portfolio›$435
Integrity Alliance, Llc.18,745
0.0% of portfolio›$432.4K
Perigon Wealth Management, LLC18,372
0.0% of portfolio›$423.8K
Athena Wealth Management, LLC18,163
0.3% of portfolio›$419.0K
Gibbs Wealth Management17,858
0.0% of portfolio›$412.0K
Old National Bancorp17,858
0.0% of portfolio›$412.0K
180 Wealth Advisors, LLC17,619
0.0% of portfolio›$406.5K
First Affirmative Financial Network17,023
0.1% of portfolio›$392.7K
XXI Wealth, LLC16,207
0.2% of portfolio›$373.9K
Canopy Partners, LLC15,989
0.1% of portfolio›$368.9K
Soltis Investment Advisors LLC15,389
0.0% of portfolio›$355.0K
Gallacher Capital Management LLC15,364
0.3% of portfolio›$354.4K
Alta Capital Management LLC/15,261
0.0% of portfolio›$352.1K
SmartHarvest Portfolios, LLC15,067
0.1% of portfolio›$347.6K
Knights of Columbus Asset Advisors LLC14,746
0.0% of portfolio›$340.2K
Rose Capital Advisors LLC14,540
0.1% of portfolio›$335.4K
Frank, Rimerman Advisors LLC14,165
0.0% of portfolio›$326.8K
Sapient Capital LLC13,914
0.0% of portfolio›$321.0K
Cidel Asset Management Inc13,833
0.0% of portfolio›$319.1K
Seven Mile Advisory13,793
0.2% of portfolio›$318.2K
Apollon Wealth Management, LLC13,586
0.0% of portfolio›$313.4K
Ascent Group, LLC13,224
0.0% of portfolio›$305.1K
Sovran Advisors, LLC13,184
0.0% of portfolio›$289.2K
Fifth Third Wealth Advisors LLC12,884
0.0% of portfolio›$297.2K
Sunpointe, LLC12,849
0.1% of portfolio›$296.4K
Sowell Financial Services LLC12,845
0.0% of portfolio›$296.3K
Independent Solutions Wealth Management, LLC12,692
0.0% of portfolio›$292.8K
Livet Wealth, LLC12,662
0.2% of portfolio›$292.1K
Facet Wealth, Inc.12,501
0.0% of portfolio›$288.4K
Moody National Bank Trust Division12,044
0.0% of portfolio›$277.9K
Hohimer Wealth Management, LLC11,972
0.0% of portfolio›$276.2K
AlphaCore Capital LLC11,866
0.0% of portfolio›$273.7K
Indivisible Partners11,844
0.0% of portfolio›$273.3K
Csenge Advisory Group11,761
0.0% of portfolio›$271.3K
Eagle Bay Advisors LLC11,755
0.2% of portfolio›$271.2K
RBA Wealth Management, LLC11,680
0.1% of portfolio›$269.5K
Thrivent Financial for Lutherans11,638
0.0% of portfolio›$266
Certuity, LLC11,380
0.0% of portfolio›$262.5K
Wedbush Securities Inc10,939
0.0% of portfolio›$252
Avestar Capital, LLC10,757
0.0% of portfolio›$248.2K
Aspiriant, LLC10,728
0.0% of portfolio›$247.5K
Angeles Wealth Management, LLC10,701
0.0% of portfolio›$246.9K
Scheeler Financial LLC10,681
0.2% of portfolio›$246.4K
Enterprise Financial Services Corp10,432
0.1% of portfolio›$240.7K
Inscription Capital, LLC10,225
0.0% of portfolio›$235.9K
Axxcess Wealth Management, LLC10,215
0.0% of portfolio›$235.7K
Premier Path Wealth Partners, LLC10,106
0.0% of portfolio›$233.1K
Verus Capital Partners, LLC10,100
0.0% of portfolio›$233.0K
TD Private Client Wealth LLC9,829
0.0% of portfolio›$226.8K
Gryphon Financial Partners LLC9,777
0.0% of portfolio›$225.6K
Cornerstone Wealth Group, LLC9,718
0.0% of portfolio›$224.2K
Blue Trust, Inc.9,496
0.0% of portfolio›$219.1K
Brucke Financial, Inc.9,433
0.1% of portfolio›$217.6K
Parkside Financial Bank & Trust9,055
0.0% of portfolio›$208.9K
Baker Tilly Wealth Management, LLC8,898
0.0% of portfolio›$205.3K
B. Riley Wealth Advisors, Inc.8,894
0.0% of portfolio›$205.2K
Owl Creek Wealth Partners LLC8,757
0.1% of portfolio›$202.0K
Nisa Investment Advisors, LLC7,713
0.0% of portfolio›$177.9K
Golden State Wealth Management, LLC7,403
0.0% of portfolio›$170.8K
Salomon & Ludwin, LLC6,603
0.0% of portfolio›$152.3K
James T. Borello RIA5,936
0.0% of portfolio›$136.9K
City Holding Co5,395
0.0% of portfolio›$124.4K
True Wealth Design, LLC5,337
0.0% of portfolio›$123.1K
Mather Group, Llc.5,318
0.0% of portfolio›$122.7K
Provenance Wealth Advisors, LLC5,212
0.0% of portfolio›$120.2K
Root Financial Partners, LLC4,269
0.0% of portfolio›$98.5K
Global X Japan Co., Ltd.4,129
0.0% of portfolio›$95.3K
Private Trust Co NA3,567
0.0% of portfolio›$82.3K
Larson Financial Group LLC3,553
0.0% of portfolio›$82.0K
Rosenberg Matthew Hamilton3,479
0.0% of portfolio›$80.3K
JFS Wealth Advisors, LLC3,348
0.0% of portfolio›$77.2K
IFP Advisors, Inc2,967
0.0% of portfolio›$68.4K
West Financial Advisors, LLC2,532
0.0% of portfolio›$58.4K
SJS Investment Consulting Inc.2,395
0.0% of portfolio›$55.3K
Simplex Trading, LLC2,357
0.0% of portfolio›$54.4K
Essential Partners LLC2,300
0.0% of portfolio›$53.1K
Highline Wealth Partners LLC2,300
0.0% of portfolio›$53.1K
Physician Wealth Advisors, Inc.2,299
0.0% of portfolio›$53.0K
GK Wealth Management LLC2,174
0.0% of portfolio›$50.2K
Retirement Wealth Solutions LLC2,011
0.0% of portfolio›$46.4K
Lanark Financial, Inc.1,858
0.0% of portfolio›$42.9K
Westside Investment Management, Inc.1,846
0.0% of portfolio›$42.1K
Signature Equity Partners, LLC1,760
0.0% of portfolio›$40.6K
Bare Financial Services, Inc1,703
0.0% of portfolio›$39.3K
Laurel Wealth Advisors LLC1,666
0.0% of portfolio›$38.4K
Grove Bank & Trust1,572
0.0% of portfolio›$36.3K
Bell Investment Advisors, Inc1,543
0.0% of portfolio›$35.6K
Cullen T Bankers, Inc.1,497
0.0% of portfolio›$34.5K
Financial Consulate, Inc1,445
0.0% of portfolio›$33.3K
Ascentis Wealth Management, LLC1,439
0.0% of portfolio›$33.2K
V-Square Quantitative Management LLC1,403
0.0% of portfolio›$32.4K
Key FInancial Inc1,300
0.0% of portfolio›$30.0K
Triumph Capital Management1,299
0.0% of portfolio›$30.0K
Elevation Wealth Partners, LLC1,269
0.0% of portfolio›$29.3K
Oakworth Capital, Inc.1,216
0.0% of portfolio›$28.1K
Asset Dedication, LLC1,205
0.0% of portfolio›$27.8K
Compass Financial Management LLC1,028
0.0% of portfolio›$23.7K
Financial Management Professionals, Inc.1,013
0.0% of portfolio›$23.4K
Creative Financial Designs Inc916
0.0% of portfolio›$21.1K
Proathlete Wealth Management LLC761
0.0% of portfolio›$17.6K
Acumen Wealth Advisors, LLC714
0.0% of portfolio›$16.5K
Glass Jacobson Investment Advisors llc650
0.0% of portfolio›$15.0K
Montag A & Associates Inc637
0.0% of portfolio›$14.7K
Bfsg, LLC625
0.0% of portfolio›$14.4K
Rossby Financial, LCC586
0.0% of portfolio›$13.5K
North Star Investment Management Corp.545
0.0% of portfolio›$12.6K
City State Bank514
0.0% of portfolio›$11.9K
Planning Strategies Inc.505
0.0% of portfolio›$11.7K
Cassaday & Co Wealth Management LLC483
0.0% of portfolio›$11.1K
Elyxium Wealth, LLC483
0.0% of portfolio›$11.1K
Independence Bank of Kentucky480
0.0% of portfolio›$11.1K
Silver Grove Financial Group, Inc.479
0.0% of portfolio›$11.1K
MV Capital Management, Inc.476
0.0% of portfolio›$11.0K
American Capital Advisory, LLC474
0.0% of portfolio›$10.9K
Gleason Group, Inc.468
0.0% of portfolio›$10.8K
Hager Investment Management Services, LLC466
0.0% of portfolio›$10.8K
Bangor Savings Bank429
0.0% of portfolio›$9.9K
Gilpin Wealth Management, LLC377
0.0% of portfolio›$8.7K
Jnba Financial Advisors354
0.0% of portfolio›$8.2K
Clean Yield Group339
0.0% of portfolio›$7.8K
Caitong International Asset Management Co., Ltd336
0.0% of portfolio›$7.8K
Key Capital Management, Inc302
0.0% of portfolio›$7.0K
Abound Wealth Management278
0.0% of portfolio›$6.4K
Nemes Rush Group LLC271
0.0% of portfolio›$6.3K
Tounjian Advisory Partners, LLC267
0.0% of portfolio›$6.2K
Beacon Investment Advisory Services, Inc.253
0.0% of portfolio›$5.8K
Markowski Investments234
0.0% of portfolio›$5.4K
Wilmington Savings Fund Society, FSB232
0.0% of portfolio›$5.4K
Fiduciary Advisors, Inc.216
0.0% of portfolio›$5.0K
GHP Investment Advisors, Inc.214
0.0% of portfolio›$4.9K
Fairway Wealth LLC188
0.0% of portfolio›$4.3K
Albion Financial Group187
0.0% of portfolio›$4.3K
Granite FO LLC186
0.0% of portfolio›$4.3K
CX Institutional181
0.0% of portfolio›$4
Avion Wealth169
0.0% of portfolio›$3
Brown, Lisle Ings, Inc.169
0.0% of portfolio›$3.9K
Monetary Solutions, Ltd153
0.0% of portfolio›$3.5K
CoreCap Advisors, LLC147
0.0% of portfolio›$3.4K
Financial Network Wealth Advisors LLC139
0.0% of portfolio›$3.2K
West Paces Advisors Inc.138
0.0% of portfolio›$3.2K
Horizon Financial Services, LLC120
0.0% of portfolio›$2.8K
Armstrong Advisory Group, Inc120
0.0% of portfolio›$2.8K
Advocate Investing Services LLC120
0.0% of portfolio›$2.8K
Cedar Mountain Advisors, LLC108
0.0% of portfolio›$2.5K
Breakwater Investment Management100
0.0% of portfolio›$2.3K
Balance Wealth Partners LLC86
0.0% of portfolio›$2.0K
WPG Advisers, LLC82
0.0% of portfolio›$1.9K
Noble Wealth Management PBC80
0.0% of portfolio›$1.8K
DeDora Capital, Inc.78
0.0% of portfolio›$1.8K
Elevated Capital Advisors, LLC64
0.0% of portfolio›$1.5K
Nvest Wealth Strategies, Inc.62
0.0% of portfolio›$1.4K
Trifecta Capital Advisors, LLC54
0.0% of portfolio›$1.2K
Trust Co of Vermont31
0.0% of portfolio›$715
Trust Co30
0.0% of portfolio›$692
Godsey & Gibb, Inc23
0.0% of portfolio›$531
Mosley Wealth Management10
0.0% of portfolio›$219
StyleTurnoverLocationFiled
Todd Asset Management LLC
3,409,544$78.7M1.4%ValueMediumLouisville, KY2026-10-27
Creative Planning
1,716,935$39.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Dimensional Fund Advisors LP
1,707,360$39.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,440,759$33.2M0.0%CoreLowNew York, NY2026-11-05
TD Waterhouse Canada Inc.
1,097,840$24.8M0.1%CoreLowToronto, Australia2026-10-16
Crossmark Global Holdings, Inc.
786,632$18.2M0.2%GARPMediumHouston, TX2026-10-21
Boston Common Asset Management, LLC
497,504$11.5M0.7%CoreLowBoston, MA2026-10-13
US Bancorp \de\
451,061$10.4M0.0%IndexLowMinneapolis, MN2026-11-05
Vise Technologies, Inc.
441,400$10.2M0.1%IndexLowNew York, NY2026-10-29
Citigroup Inc
416,329$9.6M0.0%CoreMediumNew York, NY2026-11-04
Guardian Partners Inc.
400,574$9.2M0.8%ValueMediumToronto, South Africa2026-10-21
Quadrant Capital Group LLC
395,988$8.9M0.2%CoreLowCincinnati, OH2026-10-20
Moran Wealth Management, LLC
391,798$9.0M0.2%CoreMediumNaples, FL2026-10-22
Truist Financial Corp
389,917$9.0M0.0%CoreLowCharlotte, NC2026-10-30
Eagle Global Advisors LLC
354,514$8.2M0.3%CoreLowHouston, TX2026-11-02
Augustine Asset Management Inc
342,494$7.9M1.7%GrowthVery LowJacksonville, FL2026-10-13
Henry James International Management Inc.
337,370$7.8M2.4%GARPLowNew York, NY2026-10-14
Pekin Hardy Strauss, Inc.
328,499$7.6M0.7%ValueMediumChicago, IL2026-11-02
Signaturefd, LLC
316,045$7.3M0.1%IndexLowAtlanta, GA2026-10-23
Factory Mutual Insurance Co
315,464$7.3M0.1%GrowthLowWaltham, MA2026-10-30
Gradient Investments LLC
288,000$6.6M0.1%CoreMediumArden Hills, MN2026-10-08
ABC Arbitrage SA
265,804$6.1M0.6%YieldVery HighParis, India2026-10-23
Compound Planning, Inc.
234,601$5.4M0.1%CoreLowNew York, NY2026-11-05
Evergreen Capital Management LLC
228,106$5.3M0.1%GARPMediumBellevue, WA2026-10-23
Diversify Wealth Management, LLC
224,528$4.9M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
224,528$4.9M0.1%GrowthLowSandy, UT2026-10-20
Atria Investments, Inc
219,426$5.1M0.0%CoreMediumCharlotte, NC2026-10-15
Park Avenue Securities LLC
204,132$4.7K0.0%ETFMediumNew York, NY2026-10-26
Jcic Asset Management Inc.
187,819$4.3M1.8%GrowthMediumToronto, Australia2026-10-30
Mitchell Capital Management Co
180,484$4.2M0.6%MomentumMediumLeawood, KS2026-10-29
Sumitomo Mitsui Trust Group, Inc.
180,047$4.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Ethic Inc.
156,365$3.6M0.0%CoreLowNew York, NY2026-11-03
Aaron Wealth Advisors LLC
156,150$3.6M0.2%GrowthMediumChicago, IL2026-10-13
Keybank National Association
155,871$3.6M0.0%CoreLowBrooklyn, OH2026-11-04
Allspring Global Investments Holdings, LLC
150,913$3.4M0.0%CoreMediumCharlotte, NC2026-11-04
Nations Financial Group Inc,
143,687$3.3M0.2%CoreLowCedar Rapids, IA2026-11-05
Legacy Wealth Asset Management, LLC
136,016$3.1M0.7%GARPMediumWoodbury, MN2026-10-09
Fulcrum Wealth Advisors, LLC
134,186$3.1M2.2%GrowthMediumBellevue, WA2026-10-16
Commonwealth Equity Services, LLC
129,195$3.0M0.0%ETFLowWaltham, MA2026-11-02
HB Wealth Management, LLC
124,778$2.9M0.0%IndexVery LowAtlanta, GA2026-10-23
Choreo, LLC
114,107$2.6M0.0%IndexLowRockford, IL2026-10-28
GC Wealth Management RIA, LLC
112,891$2.6M0.1%GrowthMediumCambridge, MA2026-11-02
Bailard, Inc.
112,705$2.6M0.1%GrowthMediumFoster City, CA2026-10-13
Confluence Investment Management LLC
106,561$2.5M0.0%ValueMediumSt. Louis, MO2026-10-01
Farther Finance Advisors, LLC
106,021$2.4M0.0%IndexLowSan Francisco, CA2026-10-08
Oppenheimer Asset Management Inc.
90,927$2.1M0.0%CoreMediumNew York, NY2026-10-27
Capricorn Fund Managers Ltd
90,000$2.1M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Greenleaf Trust
88,306$2.0M0.0%CoreLowKalamazoo, MI2026-10-29
Assetmark, Inc
84,157$1.9M0.0%ETFLowConcord, CA2026-10-21
Lockheed Martin Investment Management Co
80,790$1.9M0.1%GrowthMediumBethesda, MD2026-11-04
Gamma Investing LLC
78,363$1.8M0.1%IndexVery LowFoster City, CA2026-10-08
InTrack Investment Management Inc
77,724$1.8M0.9%GrowthMediumSouth Burlington, VT2026-10-15
Calamos Wealth Management LLC
75,266$1.7M0.0%GrowthMediumNaperville, IL2026-11-02
Highland Capital Management, LLC
75,175$1.7M0.1%GrowthMediumMemphis, TN2026-10-26
Prime Capital Investment Advisors, LLC
74,728$1.7M0.0%ETFLowOverland Park, KS2026-10-20
QP Wealth Management, LLC
73,921$1.7M2.6%GrowthHighBoca Raton, FL2026-10-20
CIBC Asset Management Inc
72,318$1.7M0.0%GARPLowToronto, South Africa2026-11-05
Versant Capital Management, Inc
70,645$1.6M0.1%GARPLowPhoenix, AZ2026-10-02
Abel Hall, LLC
69,301$1.6M0.3%CoreMediumBaton Rouge, LA2026-10-19
Fifth Third Bancorp
68,981$1.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Themes Management Co LLC
66,913$1.5M1.0%GARPMediumGreenwich, CT2026-10-29
ABN Amro Investment Solutions
66,910$1.5M0.0%GrowthLowParis Cedex 008, India2026-10-21
Wealth Enhancement Advisory Services, LLC
66,775$1.5M0.0%CoreLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
65,319$1.5M0.0%IndexLowSan Francisco, CA2026-11-03
Kathmere Capital Management, LLC
63,622$1.5M0.1%ETFLowWayne, PA2026-10-20
Harbour Capital Advisors, LLC
63,500$1.5M0.3%GrowthLowTysons Corner, VA2026-10-13
Davenport & Co LLC
56,244$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Linden Thomas Advisory Services, LLC
55,826$1.3M0.1%CoreLowCharlotte, NC2026-10-19
Sagespring Wealth Partners, LLC
52,858$1.2M0.0%ETFLowFranklin, TN2026-10-22
Louisbourg Investments Inc.
52,032$1.2M0.2%GARPMediumDieppe, Armenia2026-10-20
Trust Point Inc.
50,234$1.2M0.1%CoreMediumLa Crosse, WI2026-10-27
Aprio Wealth Management, LLC
50,137$1.2M0.1%ETFMediumAtlanta, GA2026-10-28
DMC Group, LLC
50,047$1.2M0.8%CoreMediumBirmingham, AL2026-10-26
Loring Wolcott & Coolidge Fiduciary Advisors LLP
50,000$1.2M0.0%GrowthVery LowBoston, MA2026-10-23
Portside Wealth Group, LLC
48,626$1.1M0.1%CoreMediumProvo, UT2026-10-20
Henshaw Capital LLC
48,563$1.1M0.0%GrowthVery LowWoburn, MA2026-11-03
Prospera Financial Services Inc
47,788$1.0M0.0%CoreMediumDallas, TX2026-11-04
Burns Matteson Capital Management, LLC
47,437$1.1M0.4%CoreMediumCorning, NY2026-10-16
Kestra Advisory Services, LLC
45,213$1.0M0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
45,104$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Pinnacle Associates LTD
44,166$1.0M0.0%CoreLowNew York, NY2026-10-20
Successful Portfolios LLC
44,040$1.0M0.5%CoreVery LowClearwater, FL2026-10-09
Cordatus Wealth Management LLC
43,425$1.0M0.2%GrowthMediumNewtown, PA2026-10-19
Five Oceans Advisors
43,112$994.6K0.4%ETFVery LowCarlsbad, CA2026-10-22
Anchyra Partners LLC
42,896$989.6K0.2%CoreLowAtlanta, GA2026-10-13
Valeo Financial Advisors, LLC
41,264$952.0K0.0%ETFLowCarmel, IN2026-10-08
Xponance LLC
41,091$948.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
BG Investment Services, LLC
39,680$915.4K0.1%GrowthVery LowHagatna, GU2026-10-23
Traveka Wealth, LLC
39,660$915.0K0.3%ETFLowLos Altos, CA2026-10-19
Sage Rhino Capital LLC
37,167$857.4K0.1%ETFLowMenlo Park, CA2026-10-28
EverSource Wealth Advisors, LLC
36,158$834.2K0.0%CoreMediumBirmingham, AL2026-11-04
Wedmont Private Capital
36,007$809.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Mission Wealth Management, LP
35,157$811.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Dynamic Advisor Solutions LLC
35,131$810.5K0.0%ETFLowPhoenix, AZ2026-10-13
Resonant Capital Advisors, LLC
34,102$786.7K0.0%ETFLowMadison, WI2026-10-15
Arlington Trust Co LLC
33,843$780.8K0.1%ETFMediumBirmingham, AL2026-10-20
Florida Trust Wealth Management Co
32,056$739.5K0.0%CoreVery LowSanibel, FL2026-11-05
OpenArc Corporate Advisory, LLC
31,694$731.2K0.0%GrowthLowAtlanta, GA2026-10-21
Riversedge Advisors, LLC
29,250$674.8K0.1%ETFMediumWilmington, DE2026-10-09
55 North Private Wealth, LLC
28,836$665.3K0.1%ETFLowWinter Park, FL2026-10-20
Swiss Life Asset Management Ltd
28,706$662.2K0.0%CoreLowZurich, Switzerland2026-11-03
J.Safra Asset Management Corp
28,067$647.5K0.0%ETFLowNew York, NY2026-11-03
Elevation Point Wealth Partners, LLC
26,679$615.4K0.0%CoreHighDenver, CO2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
26,430$609.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Concurrent Investment Advisors, LLC
26,041$600.8K0.0%GrowthMediumTampa, FL2026-10-16
May Hill Capital, LLC
25,942$598.5K0.1%ETFLowCohasset, MA2026-11-03
Pinnacle Wealth Planning Services, Inc.
25,666$592.1K0.1%GARPLowMansfield, OH2026-10-27
SYM Financial Corp
25,516$588.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
PDS Planning, Inc
24,756$571.1K0.0%IndexVery LowDublin, OH2026-11-03
Legacy Wealth Partners, LLC
24,438$563.8K0.1%ETFHighLakewood, CO2026-10-15
Walkner Condon Financial Advisors LLC
24,257$559.6K0.1%ETFLowVerona, WI2026-11-02
Cromwell Holdings LLC
24,134$556.8K0.3%IndexLowJackson, WY2026-10-28
Norden Group LLC
24,035$554.5K0.0%GrowthMediumProvo, UT2026-10-20
HUB Investment Partners, LLC
23,793$548.9K0.0%GrowthLowAustin, TX2026-11-03
Marks Group Wealth Management, Inc
23,643$545.4K0.0%CoreMediumMinnetonka, MN2026-11-05
Third View Private Wealth, LLC
22,479$518.6K0.1%GrowthLowWestport, CT2026-10-30
Bahl & Gaynor LLC
22,210$512.4K0.0%CoreLowCincinnati, OH2026-11-05
Ashton Thomas Private Wealth, LLC
21,635$499.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Brighton Jones LLC
21,220$489.6K0.0%CoreVery LowSeattle, WA2026-11-03
Yousif Capital Management, LLC
19,942$460.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Foster Group, Inc.
19,854$458.0K0.0%ETFVery LowUrbandale, IA2026-10-13
MGO One Seven LLC
19,434$448.4K0.0%GrowthLowBeachwood, OH2026-10-28
Crestwood Advisors Group, LLC
19,375$447.0K0.0%GrowthLowBoston, MA2026-10-27
LVW Advisors, LLC
19,115$441.0K0.0%CoreMediumPittsford, NY2026-10-19
Carter Financial Group, Inc.
19,107$440.8K0.2%GrowthLowBarrington, IL2026-10-21
Cambridge Investment Research Advisors, Inc.
18,836$4350.0%ETFLowFairfield, IA2026-11-02
Integrity Alliance, Llc.
18,745$432.4K0.0%ETFMediumUrbandale, IA2026-10-29
Perigon Wealth Management, LLC
18,372$423.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Athena Wealth Management, LLC
18,163$419.0K0.3%GARPMediumReno, NV2026-10-09
Gibbs Wealth Management
17,858$412.0K0.0%CoreLowAlpharetta, GA2026-10-22
Old National Bancorp
17,858$412.0K0.0%CoreLowEvansville, IN2026-10-20
180 Wealth Advisors, LLC
17,619$406.5K0.0%CoreLowFederal Way, WA2026-11-03
First Affirmative Financial Network
17,023$392.7K0.1%CoreN/AColorado Springs, CO2026-10-21
XXI Wealth, LLC
16,207$373.9K0.2%GrowthLowChicago, IL2026-10-22
Canopy Partners, LLC
15,989$368.9K0.1%GrowthLowCincinnati, OH2026-10-28
Soltis Investment Advisors LLC
15,389$355.0K0.0%CoreMediumSt. George, UT2026-10-28
Gallacher Capital Management LLC
15,364$354.4K0.3%ValueMediumLone Tree, CO2026-10-30
Alta Capital Management LLC/
15,261$352.1K0.0%GrowthMediumSalt Lake City, UT2026-10-26
SmartHarvest Portfolios, LLC
15,067$347.6K0.1%GrowthLowSeattle, WA2026-10-26
Knights of Columbus Asset Advisors LLC
14,746$340.2K0.0%CoreMediumNew Haven, CT2026-11-05
Rose Capital Advisors LLC
14,540$335.4K0.1%ETFN/AMiami Beach, FL2026-11-04
Frank, Rimerman Advisors LLC
14,165$326.8K0.0%GrowthLowPalo Alto, CA2026-10-16
Sapient Capital LLC
13,914$321.0K0.0%GrowthMediumIndianapolis, IN2026-10-08
Cidel Asset Management Inc
13,833$319.1K0.0%CoreMediumToronto, Australia2026-10-29
Seven Mile Advisory
13,793$318.2K0.2%GrowthLowTallahassee, FL2026-10-22
Apollon Wealth Management, LLC
13,586$313.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Ascent Group, LLC
13,224$305.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Sovran Advisors, LLC
13,184$289.2K0.0%ETFMediumSan Diego, CA2026-11-02
Fifth Third Wealth Advisors LLC
12,884$297.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Sunpointe, LLC
12,849$296.4K0.1%GrowthMediumSt. Louis, MO2026-10-22
Sowell Financial Services LLC
12,845$296.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Independent Solutions Wealth Management, LLC
12,692$292.8K0.0%GrowthLowWilliamsville, NY2026-10-28
Livet Wealth, LLC
12,662$292.1K0.2%ETFLowSpanish Fork, UT2026-10-27
Facet Wealth, Inc.
12,501$288.4K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Moody National Bank Trust Division
12,044$277.9K0.0%CoreMediumGalveston, TX2026-10-06
Hohimer Wealth Management, LLC
11,972$276.2K0.0%CoreHighSeattle, WA2026-11-04
AlphaCore Capital LLC
11,866$273.7K0.0%ETFLowLa Jolla, CA2026-11-04
Indivisible Partners
11,844$273.3K0.0%GrowthMediumClearwater, FL2026-10-26
Csenge Advisory Group
11,761$271.3K0.0%ETFMediumClearwater, FL2026-11-04
Eagle Bay Advisors LLC
11,755$271.2K0.2%GrowthMediumNew York, NY2026-10-16
RBA Wealth Management, LLC
11,680$269.5K0.1%ValueMediumNewport Beach, CA2026-10-28
Thrivent Financial for Lutherans
11,638$2660.0%GARPMediumMinneapolis, MN2026-11-05
Certuity, LLC
11,380$262.5K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Wedbush Securities Inc
10,939$2520.0%CoreLowPasadena, CA2026-10-22
Avestar Capital, LLC
10,757$248.2K0.0%GrowthLowNew York, NY2026-10-28
Aspiriant, LLC
10,728$247.5K0.0%ETFVery LowLos Angeles, CA2026-10-16
Angeles Wealth Management, LLC
10,701$246.9K0.0%ETFLowSanta Monica, CA2026-10-26
Scheeler Financial LLC
10,681$246.4K0.2%CoreN/AWest Chester, OH2026-10-13
Enterprise Financial Services Corp
10,432$240.7K0.1%CoreVery LowClayton, MO2026-11-03
Inscription Capital, LLC
10,225$235.9K0.0%GARPMediumHouston, TX2026-11-02
Axxcess Wealth Management, LLC
10,215$235.7K0.0%CoreLowCarlsbad, CA2026-10-21
Premier Path Wealth Partners, LLC
10,106$233.1K0.0%GrowthMediumMadison, NJ2026-10-16
Verus Capital Partners, LLC
10,100$233.0K0.0%GrowthLowScottsdale, AZ2026-11-03
TD Private Client Wealth LLC
9,829$226.8K0.0%ETFLowNew York, NY2026-10-28
Gryphon Financial Partners LLC
9,777$225.6K0.0%IndexLowColumbus, OH2026-11-04
Cornerstone Wealth Group, LLC
9,718$224.2K0.0%CoreMediumHuntersville, NC2026-11-02
Blue Trust, Inc.
9,496$219.1K0.0%ETFLowBrentwood, TN2026-10-15
Brucke Financial, Inc.
9,433$217.6K0.1%GrowthMediumIndianapolis, IN2026-10-23
Parkside Financial Bank & Trust
9,055$208.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Baker Tilly Wealth Management, LLC
8,898$205.3K0.0%GrowthLowMadison, WI2026-10-05
B. Riley Wealth Advisors, Inc.
8,894$205.2K0.0%GrowthLowMemphis, TN2026-10-13
Owl Creek Wealth Partners LLC
8,757$202.0K0.1%IndexLowGreenwood Village, CO2026-10-20
Nisa Investment Advisors, LLC
7,713$177.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Golden State Wealth Management, LLC
7,403$170.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Salomon & Ludwin, LLC
6,603$152.3K0.0%ETFVery LowRichmond, VA2026-10-29
James T. Borello RIA
5,936$136.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
City Holding Co
5,395$124.4K0.0%CoreLowCharleston, WV2026-10-19
True Wealth Design, LLC
5,337$123.1K0.0%ETFMediumAkron, OH2026-10-13
Mather Group, Llc.
5,318$122.7K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
5,212$120.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Root Financial Partners, LLC
4,269$98.5K0.0%ETFMediumEncinitas, CA2026-10-21
Global X Japan Co., Ltd.
4,129$95.3K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Private Trust Co NA
3,567$82.3K0.0%CoreLowCleveland, OH2026-10-20
Larson Financial Group LLC
3,553$82.0K0.0%GrowthLowSt Louis, MO2026-11-05
Rosenberg Matthew Hamilton
3,479$80.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
JFS Wealth Advisors, LLC
3,348$77.2K0.0%ETFVery LowHermitage, PA2026-11-03
IFP Advisors, Inc
2,967$68.4K0.0%GrowthLowTampa, FL2026-10-16
West Financial Advisors, LLC
2,532$58.4K0.0%ETFLowDes Moines, IA2026-10-22
SJS Investment Consulting Inc.
2,395$55.3K0.0%ETFVery LowSylvania, OH2026-10-26
Simplex Trading, LLC
2,357$54.4K0.0%CoreVery HighChicago, IL2026-11-04
Essential Partners LLC
2,300$53.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Highline Wealth Partners LLC
2,300$53.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Physician Wealth Advisors, Inc.
2,299$53.0K0.0%ETFMediumMidvale, UT2026-10-20
GK Wealth Management LLC
2,174$50.2K0.0%GARPVery HighReno, NV2026-10-09
Retirement Wealth Solutions LLC
2,011$46.4K0.0%ETFLowMarshfield, WI2026-10-07
Lanark Financial, Inc.
1,858$42.9K0.0%CoreMediumBirmingham, AL2026-10-26
Westside Investment Management, Inc.
1,846$42.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Signature Equity Partners, LLC
1,760$40.6K0.0%GrowthMediumColumbus, OH2026-10-29
Bare Financial Services, Inc
1,703$39.3K0.0%ETFVery LowGap, PA2026-11-04
Laurel Wealth Advisors LLC
1,666$38.4K0.0%CoreVery LowCharlotte, NC2026-10-27
Grove Bank & Trust
1,572$36.3K0.0%ETFLowMiami, FL2026-10-08
Bell Investment Advisors, Inc
1,543$35.6K0.0%ETFVery LowOrinda, CA2026-10-29
Cullen T Bankers, Inc.
1,497$34.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Financial Consulate, Inc
1,445$33.3K0.0%ETFLowHunt Valley, MD2026-10-23
Ascentis Wealth Management, LLC
1,439$33.2K0.0%Agg GrowthLowDallas, TX2026-11-03
V-Square Quantitative Management LLC
1,403$32.4K0.0%CoreLowChicago, IL2026-10-15
Key FInancial Inc
1,300$30.0K0.0%ETFLowWest Chester, PA2026-11-02
Triumph Capital Management
1,299$30.0K0.0%ETFMediumDenver, CO2026-10-14
Elevation Wealth Partners, LLC
1,269$29.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Oakworth Capital, Inc.
1,216$28.1K0.0%ETFLowBirmingham, AL2026-10-26
Asset Dedication, LLC
1,205$27.8K0.0%ETFLowSan Francisco, CA2026-11-03
Compass Financial Management LLC
1,028$23.7K0.0%CoreN/ATampa, FL2026-10-30
Financial Management Professionals, Inc.
1,013$23.4K0.0%ETFMediumAustin, TX2026-10-23
Creative Financial Designs Inc
916$21.1K0.0%ETFMediumKokomo, IN2026-11-04
Proathlete Wealth Management LLC
761$17.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Acumen Wealth Advisors, LLC
714$16.5K0.0%GrowthHighChattanooga, TN2026-11-05
Glass Jacobson Investment Advisors llc
650$15.0K0.0%ETFLowOwings Mills, MD2026-10-26
Montag A & Associates Inc
637$14.7K0.0%CoreLowAtlanta, GA2026-10-29
Bfsg, LLC
625$14.4K0.0%CoreLowIrvine, CA2026-10-30
Rossby Financial, LCC
586$13.5K0.0%ETFMediumMelbourne, FL2026-11-05
North Star Investment Management Corp.
545$12.6K0.0%CoreLowChicago, IL2026-10-27
City State Bank
514$11.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Planning Strategies Inc.
505$11.7K0.0%ETFN/ALancaster, PA2026-10-02
Cassaday & Co Wealth Management LLC
483$11.1K0.0%ETFVery LowMclean, VA2026-10-27
Elyxium Wealth, LLC
483$11.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Independence Bank of Kentucky
480$11.1K0.0%GrowthLowOwensboro, KY2026-10-26
Silver Grove Financial Group, Inc.
479$11.1K0.0%CoreMediumOrchard Park, NY2026-11-05
MV Capital Management, Inc.
476$11.0K0.0%ETFLowBethesda, MD2026-10-29
American Capital Advisory, LLC
474$10.9K0.0%ETFLowKetchum, ID2026-10-28
Gleason Group, Inc.
468$10.8K0.0%ETFVery LowProspect, KY2026-10-15
Hager Investment Management Services, LLC
466$10.8K0.0%GrowthMediumNew London, NH2026-11-04
Bangor Savings Bank
429$9.9K0.0%ETFLowBangor, ME2026-10-06
Gilpin Wealth Management, LLC
377$8.7K0.0%GrowthLowDenver, CO2026-10-09
Jnba Financial Advisors
354$8.2K0.0%ETFMediumBloomington, MN2026-11-03
Clean Yield Group
339$7.8K0.0%CoreLowNorwich, VT2026-10-28
Caitong International Asset Management Co., Ltd
336$7.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Key Capital Management, Inc
302$7.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Abound Wealth Management
278$6.4K0.0%ETFVery LowFranklin, TN2026-10-26
Nemes Rush Group LLC
271$6.3K0.0%CoreVery LowNovi, MI2026-11-04
Tounjian Advisory Partners, LLC
267$6.2K0.0%GrowthHighFort Myers, FL2026-11-04
Beacon Investment Advisory Services, Inc.
253$5.8K0.0%GrowthLowMorristown, NJ2026-10-13
Markowski Investments
234$5.4K0.0%ETFN/ATampa, FL2026-10-30
Wilmington Savings Fund Society, FSB
232$5.4K0.0%CoreLowWilmington, DE2026-10-23
Fiduciary Advisors, Inc.
216$5.0K0.0%ETFLowSt. Louis, MO2026-10-16
GHP Investment Advisors, Inc.
214$4.9K0.0%CoreVery LowDenver, CO2026-10-15
Fairway Wealth LLC
188$4.3K0.0%ETFLowIndependence, OH2026-10-30
Albion Financial Group
187$4.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Granite FO LLC
186$4.3K0.0%GARPVery LowGilford, NH2026-10-14
CX Institutional
181$40.0%CoreMediumAuburn, IN2026-10-02
Avion Wealth
169$30.0%ETFLowThe Woodlands, TX2026-11-04
Brown, Lisle Ings, Inc.
169$3.9K0.0%CoreVery LowProvidence, RI2026-10-16
Monetary Solutions, Ltd
153$3.5K0.0%ETFVery LowDayton, OH2026-10-22
CoreCap Advisors, LLC
147$3.4K0.0%ETFMediumSouthfield, MI2026-10-08
Financial Network Wealth Advisors LLC
139$3.2K0.0%ETFLowMurray, UT2026-10-28
West Paces Advisors Inc.
138$3.2K0.0%ETFLowAtlanta, GA2026-10-13
Horizon Financial Services, LLC
120$2.8K0.0%ETFLowWinston Salem, NC2026-11-04
Armstrong Advisory Group, Inc
120$2.8K0.0%ETFHighNeedham, MA2026-10-09
Advocate Investing Services LLC
120$2.8K0.0%ETFLowWoodbine, MD2026-10-26
Cedar Mountain Advisors, LLC
108$2.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Breakwater Investment Management
100$2.3K0.0%ETFLowSeattle, WA2026-10-20
Balance Wealth Partners LLC
86$2.0K0.0%ETFMediumWorthington, OH2026-10-27
WPG Advisers, LLC
82$1.9K0.0%CoreLowBaltimore, MD2026-10-27
Noble Wealth Management PBC
80$1.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
DeDora Capital, Inc.
78$1.8K0.0%ETFVery LowNapa, CA2026-10-26
Elevated Capital Advisors, LLC
64$1.5K0.0%ETFMediumSandy, UT2026-11-04
Nvest Wealth Strategies, Inc.
62$1.4K0.0%ETFVery LowPowell, OH2026-10-14
Trifecta Capital Advisors, LLC
54$1.2K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Trust Co of Vermont
31$7150.0%CoreVery LowBrattleboro, VT2026-10-21
Trust Co
30$6920.0%ETFVery LowManhattan, KS2026-10-09
Godsey & Gibb, Inc
23$5310.0%CoreLowRichmond, VA2026-10-14
Mosley Wealth Management
10$2190.0%ETFHighAnaheim, CA2026-10-16