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Moderna Inc (MRNA)

CUSIP: 60770K107 | NYSE | Healthcare · Biotechnology | Large Cap | 2758 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
13G/AFMR LLC58,929,94814.8%+7,126,057Sep 30, 202651,859,891 sh (Jun 30, 2026)
13G/AFMR LLC58,929,948
14.8% of class · Sep 30, 2026+7,126,057
51,859,891 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Citigroup Inc2,266,479
0.1% of portfolio›$436.5M
Banque Pictet & CIE SA2,151,259
2.9% of portfolio›$414.3M
Dimensional Fund Advisors LP2,094,379
0.1% of portfolio›$403.6M
Bank of New York Mellon Corp1,685,834
0.1% of portfolio›$324.6M
Douglas Lane & Associates, LLC1,160,945
3.0% of portfolio›$223.6M
Beau Ventures, LLc1,000,056
18.2% of portfolio›$192.6M
Lingotto Investment Management LLP749,208
2.5% of portfolio›$144.3M
Mitsubishi UFJ Asset Management Co., Ltd.496,142
0.0% of portfolio›$95.5M
Pictet Asset Management Holding SA446,265
0.1% of portfolio›$89.1M
Candriam S.C.A.384,828
0.3% of portfolio›$74.4M
Principal Financial Group Inc380,807
0.0% of portfolio›$73.3M
New York State Teachers Retirement System250,496
0.0% of portfolio›$48.2K
MacKenzie Financial Corp225,823
0.0% of portfolio›$43.5M
Leonteq Securities AG152,218
1.2% of portfolio›$29.3M
Mirae Asset Global Investments Co., Ltd.120,480
0.0% of portfolio›$23.2M
Illinois Municipal Retirement Fund115,726
0.2% of portfolio›$22.3M
Creative Planning111,987
0.0% of portfolio›$21.6M
State of New Jersey Common Pension Fund D108,923
0.1% of portfolio›$21.0M
FNY Investment Advisers, LLC107,610
0.0% of portfolio›$20.7K
Czech National Bank106,680
0.1% of portfolio›$20.5M
Arizona State Retirement System94,976
0.1% of portfolio›$18.3M
State of Michigan Retirement System93,241
0.1% of portfolio›$18.0M
CIBC Asset Management Inc82,073
0.0% of portfolio›$15.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS82,031
0.1% of portfolio›$15.8M
Retirement Systems of Alabama77,862
0.0% of portfolio›$15.0M
ProShare Advisors LLC74,898
0.0% of portfolio›$14.4M
China Universal Asset Management Co., Ltd.72,845
0.8% of portfolio›$14.8M
TD Waterhouse Canada Inc.72,591
0.0% of portfolio›$13.7M
D.A. Davidson & Co.70,141
0.1% of portfolio›$13.5M
Swiss Life Asset Management Ltd69,877
0.1% of portfolio›$13.5M
Virginia Retirement Systems ET Al65,750
0.1% of portfolio›$12.7M
Legal Advantage Investments, Inc.65,175
2.7% of portfolio›$12.6M
Neos Investment Management LLC65,122
0.0% of portfolio›$12.5M
Amalgamated Bank61,710
0.0% of portfolio›$11.9K
Bank Julius Baer & Co. Ltd, Zurich61,075
0.0% of portfolio›$11.8M
Fifth Third Bancorp59,996
0.0% of portfolio›$11.6M
Sumitomo Mitsui Trust Group, Inc.59,590
0.0% of portfolio›$11.5M
Y-Intercept (Hong Kong) Ltd58,588
0.2% of portfolio›$11.3M
Commonwealth Equity Services, LLC54,809
0.0% of portfolio›$10.6M
Westwood Wealth Management53,065
2.9% of portfolio›$10.2M
New York Life Investment Management LLC50,938
0.1% of portfolio›$9.8M
Shengqi Capital (Hong Kong) Ltd50,000
2.7% of portfolio›$9.6M
BI Asset Management Fondsmaeglerselskab A/S47,765
0.0% of portfolio›$9.2K
Thrivent Financial for Lutherans47,410
0.0% of portfolio›$9.1K
J.P. Marvel Investment Advisors, LLC46,535
1.0% of portfolio›$9.0M
Patton Fund Management, Inc.45,656
2.3% of portfolio›$8.8M
Oregon Public Employees Retirement Fund45,643
0.1% of portfolio›$8.8M
Mutual of America Capital Management LLC45,184
0.1% of portfolio›$8.7M
Xponance LLC43,653
0.0% of portfolio›$8.4M
Rakuten Investment Management, Inc.42,501
0.0% of portfolio›$8.6M
Compagnie Lombard Odier SCmA42,350
0.1% of portfolio›$8.2M
Bochk Asset Management Ltd40,300
1.1% of portfolio›$7.8M
Daiwa Securities Group Inc.38,197
0.0% of portfolio›$7.4M
Yousif Capital Management, LLC37,814
0.1% of portfolio›$7.3M
Laurion Capital Management LP36,063
0.1% of portfolio›$6.9M
180 Wealth Advisors, LLC35,660
0.7% of portfolio›$6.9M
State of Alaska, Department of Revenue35,174
0.0% of portfolio›$6.8K
Green Alpha Advisors, LLC33,191
4.3% of portfolio›$6.4M
UniSuper Management Pty Ltd32,201
0.0% of portfolio›$6.2M
Nisa Investment Advisors, LLC30,053
0.0% of portfolio›$5.8M
Motley Fool Asset Management LLC30,047
0.2% of portfolio›$5.8M
Nicollet Investment Management, Inc.28,958
0.0% of portfolio›$5.6K
Blue Sky Capital Consultants Group, Inc.28,775
2.3% of portfolio›$5.5M
Allspring Global Investments Holdings, LLC28,339
0.0% of portfolio›$5.4M
Cambridge Investment Research Advisors, Inc.25,875
0.0% of portfolio›$5.0K
Simplex Trading, LLC25,256
0.0% of portfolio›$4.9M
SBI Securities Co., Ltd.23,692
0.1% of portfolio›$4.6M
Three Seasons Wealth, LLC22,715
0.4% of portfolio›$4.4M
Exchange Traded Concepts, LLC22,178
0.0% of portfolio›$4.3M
Maryland State Retirement & Pension System21,917
0.1% of portfolio›$4.2M
Asset Management One Co., Ltd.21,713
0.0% of portfolio›$4.2M
Wealth Enhancement Advisory Services, LLC21,424
0.0% of portfolio›$4.0M
Vontobel Holding Ltd.20,842
0.0% of portfolio›$4.0M
Prospera Financial Services Inc20,424
0.1% of portfolio›$4.5M
Profund Advisors LLC19,994
0.1% of portfolio›$3.9M
Hartford Investment Management Co19,848
0.1% of portfolio›$3.8M
Ethic Inc.19,394
0.0% of portfolio›$3.7M
Mitchell Capital Management Co18,650
0.6% of portfolio›$3.6M
Fulcrum Asset Management LLP18,554
0.2% of portfolio›$3.8M
Louisiana State Employees Retirement System18,300
0.1% of portfolio›$3.5M
Crossmark Global Holdings, Inc.18,083
0.0% of portfolio›$3.5M
Farther Finance Advisors, LLC17,622
0.0% of portfolio›$3.4M
John G Ullman & Associates Inc17,575
0.4% of portfolio›$3.4M
Truist Financial Corp17,347
0.0% of portfolio›$3.3M
New Mexico Educational Retirement Board17,300
0.0% of portfolio›$3.3K
Stone Wealth Partners16,884
1.2% of portfolio›$3.3M
Lido Advisors, LLC16,605
0.0% of portfolio›$3.2M
US Bancorp \de\16,179
0.0% of portfolio›$3.1M
Gamma Investing LLC16,136
0.1% of portfolio›$3.1M
Strs Ohio16,007
0.0% of portfolio›$3.1M
Oppenheimer & Co Inc15,824
0.0% of portfolio›$3.0M
North Dakota State Investment Board15,489
0.1% of portfolio›$3.0M
Contravisory Investment Management, Inc.15,050
0.5% of portfolio›$2.9M
OP Asset Management Ltd14,690
0.0% of portfolio›$2.8M
Eastern Bank14,578
0.0% of portfolio›$2.8M
Tema Etfs LLC14,054
0.1% of portfolio›$2.7M
Robertson Stephens Wealth Management, LLC14,050
0.1% of portfolio›$2.7M
Old Port Advisors13,480
0.5% of portfolio›$2.6M
Great Lakes Retirement, Inc.13,296
0.2% of portfolio›$2.6M
Strategy Asset Managers LLC13,021
0.4% of portfolio›$2.5M
Jefferies Financial Group Inc.12,920
0.0% of portfolio›$2.5M
Generali Investments CEE, investicni spolecnost, a.s.12,700
0.0% of portfolio›$889.4K
Florida Trust Wealth Management Co11,970
0.1% of portfolio›$2.3M
HB Wealth Management, LLC11,951
0.0% of portfolio›$2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd11,938
0.0% of portfolio›$2.3M
Montaka Global Pty Ltd11,775
1.0% of portfolio›$2.3M
Kestra Advisory Services, LLC11,713
0.0% of portfolio›$2.3M
Gallagher Capital Advisors, LLC11,652
3.2% of portfolio›$6.0M
KBC Group NV11,552
0.0% of portfolio›$2.2K
Sterling Capital Management LLC10,513
0.0% of portfolio›$2.0M
TriaGen Wealth Management LLC10,500
0.5% of portfolio›$2.0M
Compound Planning, Inc.10,051
0.0% of portfolio›$1.9M
Sivik Global Healthcare LLC10,000
1.1% of portfolio›$1.9M
Quattro Financial Advisors LLC10,000
0.4% of portfolio›$1.9M
Elevated Private Wealth, LLC9,976
1.4% of portfolio›$1.9M
Mirabaud & Cie SA9,934
0.7% of portfolio›$1.9M
Eulav Asset Management9,727
0.1% of portfolio›$1.9M
Keybank National Association9,581
0.0% of portfolio›$1.8M
Concurrent Investment Advisors, LLC9,416
0.0% of portfolio›$1.8M
Independent Financial Group, LLC9,113
0.0% of portfolio›$1.8M
Ritholtz Wealth Management9,001
0.0% of portfolio›$1.7M
Vise Technologies, Inc.8,879
0.0% of portfolio›$1.7M
CX Institutional8,675
0.0% of portfolio›$1.7K
Probity Advisors, Inc.8,297
0.2% of portfolio›$1.6M
Valeo Financial Advisors, LLC8,147
0.0% of portfolio›$1.6M
J.W. Cole Advisors, Inc.8,010
0.0% of portfolio›$1.5M
Mather Group, Llc.7,756
0.0% of portfolio›$1.5M
Cidel Asset Management Inc7,703
0.1% of portfolio›$1.5M
Americana Partners, LLC7,696
0.0% of portfolio›$1.5M
DekaBank Deutsche Girozentrale7,610
0.0% of portfolio›$1.4K
Robeco Institutional Asset Management B.V.7,539
0.0% of portfolio›$1.5M
Gateway Investment Advisers LLC7,370
0.0% of portfolio›$1.4M
Bank Pictet & Cie (Europe) AG7,356
0.0% of portfolio›$1.4M
Aspen Investment Management Inc7,005
0.0% of portfolio›$1.3K
Lake Hills Wealth Management, LLC6,913
0.6% of portfolio›$1.3M
Everett Harris & Co6,600
0.0% of portfolio›$1.3M
Caldwell Trust Co6,541
0.1% of portfolio›$1.3M
GF Fund Management Co. Ltd.6,411
0.0% of portfolio›$1.2M
Hussman Strategic Advisors, Inc.6,300
0.3% of portfolio›$1.2M
KCM Investment Advisors LLC6,299
0.0% of portfolio›$1.2M
Aaron Wealth Advisors LLC6,207
0.1% of portfolio›$1.2M
True Freedom Investing, LLC6,080
0.2% of portfolio›$1.2M
Apollon Wealth Management, LLC5,973
0.0% of portfolio›$1.2M
Wedmont Private Capital5,938
0.0% of portfolio›$1.2M
Xcel Wealth Management, LLC5,889
0.3% of portfolio›$1.1M
Bdf-Gestion5,847
0.2% of portfolio›$1.1M
Signaturefd, LLC5,688
0.0% of portfolio›$1.1M
Praxis Investment Management Inc5,559
0.0% of portfolio›$1.1K
Atria Investments, Inc5,543
0.0% of portfolio›$1.1M
Nfsg Corp5,362
0.1% of portfolio›$1.0M
Greenleaf Trust5,187
0.0% of portfolio›$998.9K
Ascentis Wealth Management, LLC5,146
0.2% of portfolio›$990.9K
Union Bancaire Privee, UBP SA5,100
0.0% of portfolio›$1.0M
Parallel Advisors, LLC5,082
0.0% of portfolio›$978.6K
Credit Capital Investments LLC5,000
0.6% of portfolio›$962.9K
Intesa Sanpaolo Wealth Management4,804
0.2% of portfolio›$925.1K
Crestwood Advisors Group, LLC4,640
0.0% of portfolio›$893.5K
St. Louis Financial Planners Asset Management, LLC4,620
0.3% of portfolio›$664.2K
Choreo, LLC4,553
0.0% of portfolio›$866.0K
Park Avenue Securities LLC4,486
0.0% of portfolio›$864
Jeppson Wealth Management, LLC4,418
0.2% of portfolio›$850.8K
Rakuten Securities, Inc.4,361
0.2% of portfolio›$839.8K
Prime Capital Investment Advisors, LLC4,272
0.0% of portfolio›$822.7K
Machina Capital S.A.S.4,244
0.1% of portfolio›$817.3K
LVM Capital Management LTD4,211
0.1% of portfolio›$810.9K
Daymark Wealth Partners, LLC4,169
0.0% of portfolio›$802.8K
Alps Advisors Inc4,042
0.0% of portfolio›$778.4K
Partners Wealth Management, LLC4,013
0.1% of portfolio›$772.8K
Sagespring Wealth Partners, LLC4,011
0.0% of portfolio›$772.4K
Trust Asset Management LLC3,866
0.0% of portfolio›$744.5K
Reik & Co., LLC3,830
0.2% of portfolio›$737.5K
Frank, Rimerman Advisors LLC3,715
0.0% of portfolio›$715.4K
Hilltop National Bank3,705
0.2% of portfolio›$713.5K
Perkins Capital Management Inc3,500
0.5% of portfolio›$674.0K
MGO One Seven LLC3,428
0.0% of portfolio›$660.2K
SteelPeak Wealth, LLC3,397
0.0% of portfolio›$654.1K
Simplicity Wealth,LLC3,391
0.0% of portfolio›$653.0K
CoreCap Advisors, LLC3,324
0.0% of portfolio›$640.1K
Murphy Pohlad Asset Management LLC3,324
0.2% of portfolio›$640.1K
Kestra Private Wealth Services, LLC3,294
0.0% of portfolio›$634.3K
Barry Investment Advisors, LLC3,248
0.1% of portfolio›$625.5K
Pinkerton Wealth, LLC3,233
0.1% of portfolio›$622.6K
Sowell Financial Services LLC3,231
0.0% of portfolio›$622.3K
Piar LLC3,230
0.4% of portfolio›$622.0K
Cigna Investments Inc3,228
0.0% of portfolio›$621
Deseret Mutual Benefit Administrators3,165
0.2% of portfolio›$609.5K
Founders Capital Management, LLC3,000
0.1% of portfolio›$577.7K
Axxion S.A.3,000
0.0% of portfolio›$577.7K
Slocum, Gordon & Co LLP3,000
0.4% of portfolio›$577.7K
Toth Financial Advisory Corp2,934
0.1% of portfolio›$565.0K
DMC Group, LLC2,922
0.4% of portfolio›$562.7K
Citizens Financial Group Inc2,907
0.0% of portfolio›$559.7K
V-Square Quantitative Management LLC2,877
0.1% of portfolio›$554.0K
Shepherd Financial Partners LLC2,843
0.0% of portfolio›$547.5K
Pinnacle Wealth Planning Services, Inc.2,839
0.1% of portfolio›$546.7K
Kintegral Advisory, LLC2,786
0.0% of portfolio›$536.5K
Alta Advisers Ltd2,755
0.1% of portfolio›$530.5K
HUB Investment Partners, LLC2,710
0.0% of portfolio›$521.9K
Parr Mcknight Wealth Management Group, LLC2,703
0.1% of portfolio›$520.5K
Collar Capital Management, LLC2,690
0.3% of portfolio›$518.0K
AlphaCore Capital LLC2,589
0.0% of portfolio›$498.6K
Brighton Jones LLC2,575
0.0% of portfolio›$495.9K
71 West Capital Partners2,563
0.0% of portfolio›$493.6K
Gainplan LLC2,501
0.2% of portfolio›$481.6K
Grey Ledge Advisors, LLC2,495
0.1% of portfolio›$480.5K
Versant Capital Management, Inc2,491
0.0% of portfolio›$479.7K
PFG Private Wealth Management, LLC2,458
0.2% of portfolio›$473.4K
Gryphon Financial Partners LLC2,439
0.0% of portfolio›$469.7K
Elevation Point Wealth Partners, LLC2,428
0.0% of portfolio›$467.6K
Quadrant Capital Group LLC2,422
0.0% of portfolio›$523.8K
Turtle Creek Wealth Advisors, LLC2,396
0.0% of portfolio›$461.4K
Perigon Wealth Management, LLC2,382
0.0% of portfolio›$458.7K
Avestar Capital, LLC2,369
0.0% of portfolio›$456.2K
Supplemental Annuity Collective Trust of NJ2,349
0.1% of portfolio›$452.3K
IFP Advisors, Inc2,314
0.0% of portfolio›$445.6K
Certuity, LLC2,296
0.0% of portfolio›$442.1K
Evergreen Capital Management LLC2,269
0.0% of portfolio›$436.9K
Bullock Wealth Management Group2,268
0.2% of portfolio›$428.5K
Ipswich Investment Management Co., Inc.2,245
0.1% of portfolio›$432.3K
Blue Fin Capital, Inc.2,244
0.1% of portfolio›$432.1K
Pinnacle Associates LTD2,228
0.0% of portfolio›$429.0K
Chung Wu Investment Group, LLC2,200
0.3% of portfolio›$423.7K
Mccarter Private Wealth Services LLC2,169
0.1% of portfolio›$417.7K
Larson Financial Group LLC2,163
0.0% of portfolio›$416.5K
LVW Advisors, LLC2,147
0.0% of portfolio›$413.4K
Philadelphia Trust Co2,130
0.0% of portfolio›$410
Indivisible Partners2,109
0.0% of portfolio›$406.1K
PDS Planning, Inc2,104
0.0% of portfolio›$405.2K
Cohen Klingenstein LLC2,100
0.0% of portfolio›$404.4K
Anchyra Partners LLC2,085
0.1% of portfolio›$401.5K
Abel Hall, LLC2,073
0.1% of portfolio›$399.2K
Clear Wave Wealth Management LLC2,069
0.1% of portfolio›$398.4K
bLong Financial, LLC2,047
0.2% of portfolio›$394.2K
Rubicon Advisors, GP2,035
0.3% of portfolio›$391.9K
Wealth Alliance Advisory Group, LLC2,025
0.1% of portfolio›$390.0K
Greenspring Advisors, LLC2,008
0.0% of portfolio›$386.7K
Lynx Capital Group LTD2,000
0.2% of portfolio›$385.1K
Compass Wealth Management LLC2,000
0.1% of portfolio›$385.1K
Aries Wealth Management2,000
0.1% of portfolio›$385.1K
OceanIQ Capital, LLC2,000
0.2% of portfolio›$432.5K
Mesirow Financial Investment Management, Inc.1,989
0.0% of portfolio›$383.0K
MassMutual Private Wealth & Trust, FSB1,976
0.0% of portfolio›$380.5K
Halter Ferguson Financial Inc.1,914
0.1% of portfolio›$368.6K
Soltis Investment Advisors LLC1,875
0.0% of portfolio›$361.2K
VestGen Advisors, LLC1,864
0.0% of portfolio›$359.0K
Chicago Partners Investment Group LLC1,850
0.0% of portfolio›$370.2K
Arlington Capital Management Inc1,842
0.2% of portfolio›$354.7K
Avidian Wealth Enterprises, LLC1,830
0.0% of portfolio›$352.4K
Parkside Financial Bank & Trust1,829
0.0% of portfolio›$352.2K
Conning Inc.1,821
0.0% of portfolio›$350.7K
Kingswood Wealth Advisors, LLC1,806
0.0% of portfolio›$347.8K
R2 Capital Strategies, LLC1,800
0.1% of portfolio›$346.6K
City Center Advisors, LLC1,774
0.3% of portfolio›$341.6K
Fifth Third Wealth Advisors LLC1,744
0.0% of portfolio›$335.8K
SeaCrest Wealth Management, LLC1,741
0.0% of portfolio›$335.3K
Klingman & Associates, LLC1,728
0.0% of portfolio›$332.8K
Tobam1,676
0.0% of portfolio›$323
GC Wealth Management RIA, LLC1,658
0.0% of portfolio›$319.3K
Quantum Financial Advisors, LLC1,652
0.0% of portfolio›$318.1K
Fulcrum Wealth Advisors, LLC1,630
0.2% of portfolio›$313.9K
Kathmere Capital Management, LLC1,627
0.0% of portfolio›$313.3K
Telos Capital Management, Inc.1,607
0.0% of portfolio›$309.5K
Breakwater Capital Group1,579
0.0% of portfolio›$304.1K
University of Texas S AM Investment Management Co1,579
0.0% of portfolio›$304.1K
Krilogy Financial LLC1,528
0.0% of portfolio›$326.6K
Integral Investment Advisors, Inc.1,520
0.1% of portfolio›$292.7K
Lecap Asset Management LTD1,511
0.1% of portfolio›$291.0K
Morey & Quinn Wealth Partners, LLC1,500
0.2% of portfolio›$288.9K
Trust Point Inc.1,500
0.0% of portfolio›$288.9K
Sigma Planning Corp1,492
0.0% of portfolio›$287.2K
Maj Invest Holding A/S1,490
0.0% of portfolio›$287
Elyxium Wealth, LLC1,487
0.0% of portfolio›$286.4K
Syverson Strege & Co1,447
0.1% of portfolio›$278.6K
Financiere des Professionnels - Fonds d'investissement inc.1,445
0.0% of portfolio›$278.3K
MW Advisory, LLC1,444
0.1% of portfolio›$278.1K
Simon Quick Advisors, LLC1,432
0.0% of portfolio›$275.8K
Vicus Capital1,430
0.0% of portfolio›$275.4K
Sage Rhino Capital LLC1,428
0.0% of portfolio›$275.0K
RMR Wealth Builders1,425
0.0% of portfolio›$274.5K
TD Private Client Wealth LLC1,420
0.0% of portfolio›$273.4K
Princeton Capital Management LLC1,417
0.1% of portfolio›$272.9K
Sunpointe, LLC1,397
0.1% of portfolio›$269.0K
Advisor Resource Council1,391
0.1% of portfolio›$282.7K
Brookstone Capital Management1,384
0.0% of portfolio›$266.6K
Obsidian CIO, LLC1,382
0.2% of portfolio›$266.1K
Kennedy Investment Group, Inc.1,375
0.1% of portfolio›$264.8K
Resonant Capital Advisors, LLC1,371
0.0% of portfolio›$264.0K
Almanack Investment Partners, Llc.1,369
0.0% of portfolio›$263.6K
Kercheville Advisors, LLC1,350
0.1% of portfolio›$260.0K
Abacus Wealth Partners, LLC1,345
0.0% of portfolio›$259.0K
Claro Advisors Inc.1,340
0.0% of portfolio›$258.1K
Elser Financial Planning, Inc1,335
0.0% of portfolio›$257.1K
Jacobsen Capital Management1,333
0.1% of portfolio›$256.7K
Wealthcare Advisory Partners LLC1,319
0.0% of portfolio›$254.0K
Heritage Family Offices, LLP1,312
0.1% of portfolio›$252.7K
Inscription Capital, LLC1,306
0.0% of portfolio›$251.5K
Clear Harbor Asset Management, LLC1,293
0.0% of portfolio›$248.9K
Cromwell Holdings LLC1,291
0.1% of portfolio›$248.6K
Crescent Grove Advisors, LLC1,264
0.0% of portfolio›$243.4K
Cornerstone Wealth Group, LLC1,259
0.0% of portfolio›$242.4K
Joel Isaacson & Co., LLC1,248
0.0% of portfolio›$240.3K
May Hill Capital, LLC1,238
0.0% of portfolio›$238.4K
Palacios Wealth Management, LLC1,227
0.1% of portfolio›$236.3K
Aire Advisors, LLC1,211
0.0% of portfolio›$233.2K
Root Financial Partners, LLC1,207
0.0% of portfolio›$232.4K
Platform Technology Partners1,203
0.0% of portfolio›$231.7K
Parsons Capital Management Inc1,200
0.0% of portfolio›$231.1K
TCI Wealth Advisors, Inc.1,200
0.0% of portfolio›$231.1K
Financial Solutions Advisory Group, Inc.1,198
0.0% of portfolio›$261.2K
WealthPlan Investment Management, LLC1,190
0.0% of portfolio›$229.2K
NorthCrest Asset Manangement, LLC1,187
0.0% of portfolio›$233.8K
Gerber Kawasaki Wealth & Investment Management1,172
0.0% of portfolio›$225.7K
Cerro Pacific Wealth Advisors LLC1,154
0.0% of portfolio›$222.2K
Beacon Financial Advisory LLC1,153
0.0% of portfolio›$222.0K
Montecito Bank & Trust1,130
0.0% of portfolio›$217.6K
KPP Advisory Services LLC1,115
0.0% of portfolio›$214.7K
Axxcess Wealth Management, LLC1,111
0.0% of portfolio›$214.0K
Everhart Financial Group, Inc.1,107
0.0% of portfolio›$213.2K
Harel Insurance Investments & Financial Services Ltd.1,104
0.0% of portfolio›$213
McAdam, LLC1,099
0.0% of portfolio›$211.6K
Plancorp, LLC1,088
0.0% of portfolio›$241.2K
Old Mission Investment Co LLC1,087
0.0% of portfolio›$209.3K
Koshinski Asset Management, Inc.1,080
0.0% of portfolio›$208.0K
PensionDanmark Pensionsforsikringsaktieselskab1,055
0.0% of portfolio›$203.2K
B. Riley Wealth Advisors, Inc.1,051
0.0% of portfolio›$202.4K
Traynor Capital Management, Inc.1,050
0.0% of portfolio›$202.2K
SJS Investment Consulting Inc.1,026
0.0% of portfolio›$197.5K
West Branch Capital LLC1,000
0.0% of portfolio›$192.6K
Costello Asset Management, Inc966
0.1% of portfolio›$186.1K
Assetmark, Inc912
0.0% of portfolio›$175.6K
Kelleher Financial Advisors911
0.0% of portfolio›$175.5K
Blue Trust, Inc.889
0.0% of portfolio›$171.2K
Physician Wealth Advisors, Inc.886
0.0% of portfolio›$170.6K
Pension & Wealth Management Advisors, Inc.879
0.0% of portfolio›$169.3K
Axiom Investment Management LLC866
0.1% of portfolio›$166.8K
First Command Advisory Services, Inc.850
0.0% of portfolio›$163.7K
Bayforest Capital Ltd778
0.2% of portfolio›$149.8K
Spire Wealth Management751
0.0% of portfolio›$144.6K
Mowery & Schoenfeld Wealth Management, LLC700
0.2% of portfolio›$134.8K
JFS Wealth Advisors, LLC656
0.0% of portfolio›$126.3K
EverSource Wealth Advisors, LLC653
0.0% of portfolio›$125.8K
Foster Dykema Cabot & Partners, LLC610
0.0% of portfolio›$117.5K
Canton Hathaway, LLC601
0.0% of portfolio›$115.7K
Owl Creek Wealth Partners LLC576
0.0% of portfolio›$110.9K
Asset Dedication, LLC568
0.0% of portfolio›$109.4K
Trust Co of Vermont530
0.0% of portfolio›$102.1K
Archer Investment Corp520
0.0% of portfolio›$100.1K
Global Trust Asset Management, LLC518
0.0% of portfolio›$99.8K
Pacifica Partners Inc.500
0.0% of portfolio›$94.4K
Oakworth Capital, Inc.500
0.0% of portfolio›$96.3K
J.Safra Asset Management Corp440
0.0% of portfolio›$84.7K
Birchbrook, Inc.400
0.0% of portfolio›$77.0K
Jacobi Capital Management LLC390
0.0% of portfolio›$75.1K
Brown, Lisle Ings, Inc.375
0.0% of portfolio›$72.2K
Private Trust Co NA369
0.0% of portfolio›$71.1K
Piscataqua Savings Bank350
0.0% of portfolio›$67.4K
Valley National Advisers Inc329
0.0% of portfolio›$63.4K
Bank & Trust Co306
0.0% of portfolio›$58.9K
Madden Securities Corp285
0.0% of portfolio›$54.9K
Rossby Financial, LCC281
0.0% of portfolio›$54.1K
Caitong International Asset Management Co., Ltd277
0.0% of portfolio›$53.3K
TFC Financial Management, Inc.264
0.0% of portfolio›$50.8K
Armstrong Advisory Group, Inc263
0.0% of portfolio›$50.6K
DeDora Capital, Inc.233
0.0% of portfolio›$44.8K
Financial Perspectives, Inc230
0.0% of portfolio›$44.3K
Lanark Financial, Inc.229
0.0% of portfolio›$44.1K
Farmers & Merchants Investments Inc226
0.0% of portfolio›$43.5K
Fortitude Family Office, LLC222
0.0% of portfolio›$42.8K
Community Financial Services Group, LLC215
0.0% of portfolio›$40.6K
Private Wealth Management Group, LLC214
0.0% of portfolio›$41.2K
Center for Financial Planning, Inc.210
0.0% of portfolio›$40.4K
Ramsey Quantitative Systems210
0.0% of portfolio›$40.4K
Manchester Capital Management LLC204
0.0% of portfolio›$39.3K
Tounjian Advisory Partners, LLC197
0.0% of portfolio›$37.9K
Ascentis Independent Advisors195
0.0% of portfolio›$37.5K
Avion Wealth186
0.0% of portfolio›$35
Flagship Wealth Advisors, LLC185
0.0% of portfolio›$35.6K
Next Level Wealth Planning, LLC174
0.0% of portfolio›$33.5K
Covestor Ltd173
0.0% of portfolio›$33
Central Trust Co172
0.0% of portfolio›$33.1K
Country Trust Bank168
0.0% of portfolio›$32.4K
Harbor Investment Advisory, LLC159
0.0% of portfolio›$30.6K
Western Pacific Wealth Management, LP150
0.0% of portfolio›$28.9K
Murphy & Mullick Capital Management Corp139
0.0% of portfolio›$26.8K
Financial Consulate, Inc127
0.0% of portfolio›$24.5K
MV Capital Management, Inc.125
0.0% of portfolio›$24.1K
Essential Partners LLC125
0.0% of portfolio›$24.1K
Kennebec Savings Bank121
0.0% of portfolio›$23.3K
Ameliora Wealth Management Ltd.120
0.0% of portfolio›$23.1K
Elevation Wealth Partners, LLC113
0.0% of portfolio›$21.8K
Cassaday & Co Wealth Management LLC112
0.0% of portfolio›$21.6K
Beacon Investment Advisory Services, Inc.108
0.0% of portfolio›$20.8K
Brown Shipley& Co Ltd104
0.0% of portfolio›$20.0K
Hughes Financial Services, LLC103
0.0% of portfolio›$22.9K
Towne Trust Company, N.a100
0.0% of portfolio›$19.3K
Triumph Capital Management100
0.0% of portfolio›$19.3K
Vision Financial Markets LLC100
0.0% of portfolio›$19.3K
Thurston, Springer, Miller, Herd & Titak, Inc.100
0.0% of portfolio›$19.3K
Financial Network Wealth Advisors LLC99
0.0% of portfolio›$19.1K
IMG Wealth Management, Inc.93
0.0% of portfolio›$17.9K
Ares Financial Consulting, LLC85
0.0% of portfolio›$16.4K
Bell Investment Advisors, Inc85
0.0% of portfolio›$16.4K
Creative Capital Management Investments LLC82
0.0% of portfolio›$15.8K
North Star Investment Management Corp.81
0.0% of portfolio›$15.6K
Bay Harbor Wealth Management, LLC78
0.0% of portfolio›$15.0K
Roxbury Financial LLC75
0.0% of portfolio›$14.4K
James T. Borello RIA72
0.0% of portfolio›$13.9K
Pioneer Family Office, LLC70
0.0% of portfolio›$13.5K
Capital Advisors, Ltd. LLC65
0.0% of portfolio›$13
Hurley Capital, LLC64
0.0% of portfolio›$12.3K
Abound Wealth Management63
0.0% of portfolio›$12.1K
Joseph Group Capital Management62
0.0% of portfolio›$11.9K
Bokf, NA61
0.0% of portfolio›$11.7K
Silver Grove Financial Group, Inc.60
0.0% of portfolio›$11.6K
Arlington Trust Co LLC60
0.0% of portfolio›$11.6K
Harbor Capital Advisors, Inc.59
0.0% of portfolio›$11
Activest Wealth Management59
0.0% of portfolio›$11.4K
Retirement Wealth Solutions LLC58
0.0% of portfolio›$11.2K
Salomon & Ludwin, LLC58
0.0% of portfolio›$11.2K
Provenance Wealth Advisors, LLC55
0.0% of portfolio›$10.6K
IFS Advisors, LLC55
0.0% of portfolio›$10.6K
GHP Investment Advisors, Inc.54
0.0% of portfolio›$10.4K
Compass Financial Management LLC53
0.0% of portfolio›$10.2K
Signature Equity Partners, LLC52
0.0% of portfolio›$10.0K
UMB Private Wealth Management, LLC52
0.0% of portfolio›$10.0K
True Wealth Design, LLC52
0.0% of portfolio›$10.0K
Key FInancial Inc51
0.0% of portfolio›$9.8K
Bfsg, LLC51
0.0% of portfolio›$9.8K
City State Bank50
0.0% of portfolio›$9.6K
Financial Management Professionals, Inc.47
0.0% of portfolio›$9.1K
Signature Resources Capital Management, LLC47
0.0% of portfolio›$9.1K
Smallwood Wealth Investment Management, LLC46
0.0% of portfolio›$8.9K
Bare Financial Services, Inc46
0.0% of portfolio›$8.9K
Blume Capital Management, Inc.45
0.0% of portfolio›$8.7K
Dynamic Wealth Strategies, LLC40
0.0% of portfolio›$7.7K
Sunrise Financial Services, LLC40
0.0% of portfolio›$7.7K
Highline Wealth Partners LLC39
0.0% of portfolio›$7.5K
High Note Wealth, LLC39
0.0% of portfolio›$7.5K
TrinityBridge Ltd35
0.0% of portfolio›$7
DiNuzzo Private Wealth, Inc.34
0.0% of portfolio›$6.5K
Proathlete Wealth Management LLC34
0.0% of portfolio›$6.5K
WestEnd Advisors, LLC31
0.0% of portfolio›$6.0K
Marquette Asset Management, LLC30
0.0% of portfolio›$5.8K
Nvwm, LLC29
0.0% of portfolio›$5.6K
KFG LLC27
0.0% of portfolio›$5.2K
Golden State Wealth Management, LLC25
0.0% of portfolio›$4.8K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$4.8K
Creative Financial Designs Inc24
0.0% of portfolio›$4.6K
Pacific Center for Financial Services24
0.0% of portfolio›$4.6K
William Mack & Associates, Inc.24
0.0% of portfolio›$4.6K
Clark Wealth Partners22
0.0% of portfolio›$4.2K
Wilkerson Advisory Group LLC22
0.0% of portfolio›$4.2K
Fairscale Capital, LLC19
0.0% of portfolio›$4.2K
American Capital Advisory, LLC18
0.0% of portfolio›$3.5K
WPG Advisers, LLC17
0.0% of portfolio›$3.3K
Meriwether Wealth & Planning, LLC17
0.0% of portfolio›$3.3K
Ashurst Perkins Coie Trust Co15
0.0% of portfolio›$2.9K
Wilmington Savings Fund Society, FSB15
0.0% of portfolio›$2.9K
Key Capital Management, Inc15
0.0% of portfolio›$2.9K
Advocate Investing Services LLC15
0.0% of portfolio›$2.9K
Davis Capital Management14
0.0% of portfolio›$2.7K
Navigoe, LLC13
0.0% of portfolio›$2
Syntax Research, Inc.13
0.0% of portfolio›$2.5K
Planning Strategies Inc.11
0.0% of portfolio›$2.1K
Gen-Wealth Partners Inc10
0.0% of portfolio›$1.9K
Plante Moran Financial Advisors, LLC10
0.0% of portfolio›$1.9K
Latitude Advisors, LLC10
0.0% of portfolio›$1.9K
Hoey Investments, Inc10
0.0% of portfolio›$1.9K
Cape Investment Advisory, Inc.10
0.0% of portfolio›$1.9K
RMG Wealth Management LLC10
0.0% of portfolio›$1.8K
DecisionPoint Financial, LLC9
0.0% of portfolio›$1.7K
Washington Trust Advisors, Inc.8
0.0% of portfolio›$1.5K
Quaker Wealth Management, LLC8
0.0% of portfolio›$1.5K
Birchwood Financial Partners, Inc.8
0.0% of portfolio›$1.5K
PayPay Securities Corp7
0.0% of portfolio›$1.3K
Strengthening Families & Communities, LLC6
0.0% of portfolio›$1.2K
Aspect Partners, LLC6
0.0% of portfolio›$1.2K
Raiffeisen Bank International AG6
0.0% of portfolio›$1.1K
Chapman Financial Group, LLC5
0.0% of portfolio›$963
MTM Investment Management, LLC5
0.0% of portfolio›$963
Decker Retirement Planning Inc.5
0.0% of portfolio›$963
Nvest Wealth Strategies, Inc.4
0.0% of portfolio›$772
Godsey & Gibb, Inc4
0.0% of portfolio›$771
Balance Wealth Partners LLC4
0.0% of portfolio›$830
Daytona Street Capital LLC3
0.0% of portfolio›$591
Maseco LLP3
0.0% of portfolio›$577
Breakwater Investment Management3
0.0% of portfolio›$578
Valued Wealth Advisors LLC3
0.0% of portfolio›$578
Maryland Capital Advisors Inc.2
0.0% of portfolio›$386
Gilpin Wealth Management, LLC1
0.0% of portfolio›$193
3 Factor Indexing, LLC1
0.0% of portfolio›$193
Dhjj Financial Advisors, Ltd.1
0.0% of portfolio›$193
Monetary Solutions, Ltd1
0.0% of portfolio›$193
StyleTurnoverLocationFiled
Citigroup Inc
2,266,479$436.5M0.1%CoreMediumNew York, NY2026-11-04
Banque Pictet & CIE SA
2,151,259$414.3M2.9%CoreMediumGeneva 73, Switzerland2026-10-16
Dimensional Fund Advisors LP
2,094,379$403.6M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,685,834$324.6M0.1%CoreLowNew York, NY2026-11-05
Douglas Lane & Associates, LLC
1,160,945$223.6M3.0%ValueLowNew York, NY2026-10-09
Beau Ventures, LLc
1,000,056$192.6M18.2%CoreVery LowPittsford, NY2026-10-14
Lingotto Investment Management LLP
749,208$144.3M2.5%Deep ValueMediumLondon, United Kingdom2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
496,142$95.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
Pictet Asset Management Holding SA
446,265$89.1M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Candriam S.C.A.
384,828$74.4M0.3%GrowthMediumStrassen, Netherlands2026-11-03
Principal Financial Group Inc
380,807$73.3M0.0%CoreLowDes Moines, IA2026-11-02
New York State Teachers Retirement System
250,496$48.2K0.0%CoreVery LowAlbany, NY2026-10-22
MacKenzie Financial Corp
225,823$43.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Leonteq Securities AG
152,218$29.3M1.2%CoreHighZurich, Switzerland2026-10-29
Mirae Asset Global Investments Co., Ltd.
120,480$23.2M0.0%GrowthLowSeoul, Malaysia2026-11-03
Illinois Municipal Retirement Fund
115,726$22.3M0.2%CoreMediumOak Brook, IL2026-11-05
Creative Planning
111,987$21.6M0.0%IndexVery LowOverland Park, KS2026-11-02
State of New Jersey Common Pension Fund D
108,923$21.0M0.1%CoreLowTrenton, NJ2026-11-05
FNY Investment Advisers, LLC
107,610$20.7K0.0%GrowthVery HighNew York, NY2026-10-16
Czech National Bank
106,680$20.5M0.1%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
94,976$18.3M0.1%IndexVery LowPhoenix, AZ2026-11-03
State of Michigan Retirement System
93,241$18.0M0.1%IndexLowEast Lansing, MI2026-10-27
CIBC Asset Management Inc
82,073$15.8M0.0%GARPLowToronto, South Africa2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
82,031$15.8M0.1%CoreLowHarrisburg, PA2026-11-03
Retirement Systems of Alabama
77,862$15.0M0.0%IndexLowMontgomery, AL2026-11-04
ProShare Advisors LLC
74,898$14.4M0.0%GrowthLowBethesda, MD2026-10-29
China Universal Asset Management Co., Ltd.
72,845$14.8M0.8%GrowthMediumShanghai, France2026-10-28
TD Waterhouse Canada Inc.
72,591$13.7M0.0%CoreLowToronto, Australia2026-10-16
D.A. Davidson & Co.
70,141$13.5M0.1%CoreLowGreat Falls, MT2026-10-28
Swiss Life Asset Management Ltd
69,877$13.5M0.1%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
65,750$12.7M0.1%CoreMediumRichmond, VA2026-10-28
Legal Advantage Investments, Inc.
65,175$12.6M2.7%Agg GrowthLowLos Altos Hills, CA2026-10-13
Neos Investment Management LLC
65,122$12.5M0.0%IndexVery LowWestport, CT2026-11-04
Amalgamated Bank
61,710$11.9K0.0%CoreVery LowNew York, NY2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
61,075$11.8M0.0%GrowthMediumZurich, Switzerland2026-10-29
Fifth Third Bancorp
59,996$11.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Sumitomo Mitsui Trust Group, Inc.
59,590$11.5M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Y-Intercept (Hong Kong) Ltd
58,588$11.3M0.2%ValueVery HighHong Kong, South Korea2026-10-16
Commonwealth Equity Services, LLC
54,809$10.6M0.0%ETFLowWaltham, MA2026-11-02
Westwood Wealth Management
53,065$10.2M2.9%Agg GrowthHighLos Angeles, CA2026-10-29
New York Life Investment Management LLC
50,938$9.8M0.1%GrowthLowNew York, NY2026-11-04
Shengqi Capital (Hong Kong) Ltd
50,000$9.6M2.7%GrowthHighHong Kong, South Korea2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
47,765$9.2K0.0%CoreMediumKobenhavn, Greece2026-10-22
Thrivent Financial for Lutherans
47,410$9.1K0.0%GARPMediumMinneapolis, MN2026-11-05
J.P. Marvel Investment Advisors, LLC
46,535$9.0M1.0%GrowthVery LowBoston, MA2026-11-02
Patton Fund Management, Inc.
45,656$8.8M2.3%GARPHighNew York, NY2026-10-13
Oregon Public Employees Retirement Fund
45,643$8.8M0.1%IndexVery LowTigard, OR2026-10-30
Mutual of America Capital Management LLC
45,184$8.7M0.1%IndexLowNew York, NY2026-10-23
Xponance LLC
43,653$8.4M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Rakuten Investment Management, Inc.
42,501$8.6M0.0%ETFMediumTokyo, Mexico2026-10-30
Compagnie Lombard Odier SCmA
42,350$8.2M0.1%GrowthMedium1204 Geneva, Switzerland2026-11-04
Bochk Asset Management Ltd
40,300$7.8M1.1%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Daiwa Securities Group Inc.
38,197$7.4M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Yousif Capital Management, LLC
37,814$7.3M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Laurion Capital Management LP
36,063$6.9M0.1%GrowthVery HighNew York, NY2026-10-30
180 Wealth Advisors, LLC
35,660$6.9M0.7%CoreLowFederal Way, WA2026-11-03
State of Alaska, Department of Revenue
35,174$6.8K0.0%CoreVery LowJuneau, AK2026-10-15
Green Alpha Advisors, LLC
33,191$6.4M4.3%GrowthLowNiwot, CO2026-10-08
UniSuper Management Pty Ltd
32,201$6.2M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Nisa Investment Advisors, LLC
30,053$5.8M0.0%IndexVery LowSt. Louis, MO2026-10-20
Motley Fool Asset Management LLC
30,047$5.8M0.2%GrowthMediumAlexandria, VA2026-10-27
Nicollet Investment Management, Inc.
28,958$5.6K0.0%CoreVery LowMinneapolis, MN2026-10-14
Blue Sky Capital Consultants Group, Inc.
28,775$5.5M2.3%GrowthMediumPoway, CA2026-10-13
Allspring Global Investments Holdings, LLC
28,339$5.4M0.0%CoreMediumCharlotte, NC2026-11-04
Cambridge Investment Research Advisors, Inc.
25,875$5.0K0.0%ETFLowFairfield, IA2026-11-02
Simplex Trading, LLC
25,256$4.9M0.0%CoreVery HighChicago, IL2026-11-04
SBI Securities Co., Ltd.
23,692$4.6M0.1%Agg GrowthLowTokyo, Mexico2026-10-22
Three Seasons Wealth, LLC
22,715$4.4M0.4%GrowthMediumSalt Lake City, UT2026-11-03
Exchange Traded Concepts, LLC
22,178$4.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Maryland State Retirement & Pension System
21,917$4.2M0.1%IndexVery LowBaltimore, MD2026-11-05
Asset Management One Co., Ltd.
21,713$4.2M0.0%IndexVery LowTokyo, Mexico2026-10-27
Wealth Enhancement Advisory Services, LLC
21,424$4.0M0.0%CoreLowPlymouth, MN2026-10-13
Vontobel Holding Ltd.
20,842$4.0M0.0%CoreMediumZurich, Switzerland2026-10-16
Prospera Financial Services Inc
20,424$4.5M0.1%CoreMediumDallas, TX2026-11-04
Profund Advisors LLC
19,994$3.9M0.1%GrowthLowBethesda, MD2026-10-29
Hartford Investment Management Co
19,848$3.8M0.1%IndexVery LowHartford, CT2026-11-04
Ethic Inc.
19,394$3.7M0.0%CoreLowNew York, NY2026-11-03
Mitchell Capital Management Co
18,650$3.6M0.6%MomentumMediumLeawood, KS2026-10-29
Fulcrum Asset Management LLP
18,554$3.8M0.2%CoreMediumLondon, United Kingdom2026-11-04
Louisiana State Employees Retirement System
18,300$3.5M0.1%IndexLowBaton Rouge, LA2026-10-20
Crossmark Global Holdings, Inc.
18,083$3.5M0.0%GARPMediumHouston, TX2026-10-21
Farther Finance Advisors, LLC
17,622$3.4M0.0%IndexLowSan Francisco, CA2026-10-08
John G Ullman & Associates Inc
17,575$3.4M0.4%CoreLowCorning, NY2026-11-04
Truist Financial Corp
17,347$3.3M0.0%CoreLowCharlotte, NC2026-10-30
New Mexico Educational Retirement Board
17,300$3.3K0.0%IndexVery LowSanta Fe, NM2026-11-05
Stone Wealth Partners
16,884$3.3M1.2%ETFLowJefferson, LA2026-11-05
Lido Advisors, LLC
16,605$3.2M0.0%GrowthLowLos Angeles, CA2026-11-04
US Bancorp \de\
16,179$3.1M0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
16,136$3.1M0.1%IndexVery LowFoster City, CA2026-10-08
Strs Ohio
16,007$3.1M0.0%CoreMediumColumbus, OH2026-10-30
Oppenheimer & Co Inc
15,824$3.0M0.0%CoreLowNew York, NY2026-10-26
North Dakota State Investment Board
15,489$3.0M0.1%GrowthMediumBismarck, ND2026-10-27
Contravisory Investment Management, Inc.
15,050$2.9M0.5%MomentumHighNorwell, MA2026-10-13
OP Asset Management Ltd
14,690$2.8M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Eastern Bank
14,578$2.8M0.0%GrowthMediumBoston, MA2026-10-05
Tema Etfs LLC
14,054$2.7M0.1%GrowthMediumNew York, NY2026-10-16
Robertson Stephens Wealth Management, LLC
14,050$2.7M0.1%ETFMediumSan Francisco, CA2026-10-16
Old Port Advisors
13,480$2.6M0.5%GARPLowPortland, ME2026-10-23
Great Lakes Retirement, Inc.
13,296$2.6M0.2%GrowthLowSandusky, OH2026-10-26
Strategy Asset Managers LLC
13,021$2.5M0.4%CoreLowPasadena, CA2026-10-14
Jefferies Financial Group Inc.
12,920$2.5M0.0%CoreVery HighNew York, NY2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
12,700$889.4K0.0%CoreLowPrague, Bahrain2026-10-15
Florida Trust Wealth Management Co
11,970$2.3M0.1%CoreVery LowSanibel, FL2026-11-05
HB Wealth Management, LLC
11,951$2.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
11,938$2.3M0.0%IndexVery LowTokyo, Mexico2026-10-20
Montaka Global Pty Ltd
11,775$2.3M1.0%CoreMediumSydney, China2026-11-05
Kestra Advisory Services, LLC
11,713$2.3M0.0%CoreLowAustin, TX2026-11-02
Gallagher Capital Advisors, LLC
11,652$6.0M3.2%GrowthHighArgyle, TX2026-10-09
KBC Group NV
11,552$2.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
10,513$2.0M0.0%GARPMediumCharlotte, NC2026-10-22
TriaGen Wealth Management LLC
10,500$2.0M0.5%CoreMediumCalabasas, CA2026-10-14
Compound Planning, Inc.
10,051$1.9M0.0%CoreLowNew York, NY2026-11-05
Sivik Global Healthcare LLC
10,000$1.9M1.1%ValueMediumGreenwich, CT2026-10-13
Quattro Financial Advisors LLC
10,000$1.9M0.4%ETFMediumMontgomery, TX2026-10-15
Elevated Private Wealth, LLC
9,976$1.9M1.4%GrowthN/AHartland, WI2026-10-15
Mirabaud & Cie SA
9,934$1.9M0.7%GrowthLowGeneva, Switzerland2026-10-27
Eulav Asset Management
9,727$1.9M0.1%GrowthMediumSarasota, FL2026-10-23
Keybank National Association
9,581$1.8M0.0%CoreLowBrooklyn, OH2026-11-04
Concurrent Investment Advisors, LLC
9,416$1.8M0.0%GrowthMediumTampa, FL2026-10-16
Independent Financial Group, LLC
9,113$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Ritholtz Wealth Management
9,001$1.7M0.0%IndexLowNew York, NY2026-11-05
Vise Technologies, Inc.
8,879$1.7M0.0%IndexLowNew York, NY2026-10-29
CX Institutional
8,675$1.7K0.0%CoreMediumAuburn, IN2026-10-02
Probity Advisors, Inc.
8,297$1.6M0.2%ETFLowDallas, TX2026-10-23
Valeo Financial Advisors, LLC
8,147$1.6M0.0%ETFLowCarmel, IN2026-10-08
J.W. Cole Advisors, Inc.
8,010$1.5M0.0%IndexLowTampa, FL2026-11-05
Mather Group, Llc.
7,756$1.5M0.0%ETFMediumChicago, IL2026-10-14
Cidel Asset Management Inc
7,703$1.5M0.1%CoreMediumToronto, Australia2026-10-29
Americana Partners, LLC
7,696$1.5M0.0%CoreMediumHouston, TX2026-10-28
DekaBank Deutsche Girozentrale
7,610$1.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Robeco Institutional Asset Management B.V.
7,539$1.5M0.0%CoreMediumRotterdam, Philippines2026-10-20
Gateway Investment Advisers LLC
7,370$1.4M0.0%GrowthLowCincinnati, OH2026-10-13
Bank Pictet & Cie (Europe) AG
7,356$1.4M0.0%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Aspen Investment Management Inc
7,005$1.3K0.0%GrowthLowGrand Rapids, MI2026-11-05
Lake Hills Wealth Management, LLC
6,913$1.3M0.6%ETFVery HighAustin, TX2026-10-07
Everett Harris & Co
6,600$1.3M0.0%CoreVery LowLos Angeles, CA2026-10-28
Caldwell Trust Co
6,541$1.3M0.1%GrowthLowVenice, FL2026-10-30
GF Fund Management Co. Ltd.
6,411$1.2M0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Hussman Strategic Advisors, Inc.
6,300$1.2M0.3%YieldVery HighEllicott City, MD2026-11-02
KCM Investment Advisors LLC
6,299$1.2M0.0%CoreVery LowGreenbrae, CA2026-10-27
Aaron Wealth Advisors LLC
6,207$1.2M0.1%GrowthMediumChicago, IL2026-10-13
True Freedom Investing, LLC
6,080$1.2M0.2%CoreHighCoeur D'Alene, ID2026-10-29
Apollon Wealth Management, LLC
5,973$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Wedmont Private Capital
5,938$1.2M0.0%IndexVery LowWest Chester, PA2026-10-09
Xcel Wealth Management, LLC
5,889$1.1M0.3%CoreMediumHolly Hill, FL2026-10-26
Bdf-Gestion
5,847$1.1M0.2%GrowthMediumParis, India2026-10-19
Signaturefd, LLC
5,688$1.1M0.0%IndexLowAtlanta, GA2026-10-23
Praxis Investment Management Inc
5,559$1.1K0.0%CoreLowGoshen, IN2026-11-03
Atria Investments, Inc
5,543$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Nfsg Corp
5,362$1.0M0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Greenleaf Trust
5,187$998.9K0.0%CoreLowKalamazoo, MI2026-10-29
Ascentis Wealth Management, LLC
5,146$990.9K0.2%Agg GrowthLowDallas, TX2026-11-03
Union Bancaire Privee, UBP SA
5,100$1.0M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Parallel Advisors, LLC
5,082$978.6K0.0%IndexLowSan Francisco, CA2026-11-03
Credit Capital Investments LLC
5,000$962.9K0.6%GARPLowLivingston, NJ2026-10-22
Intesa Sanpaolo Wealth Management
4,804$925.1K0.2%GrowthMediumLuxembourg, Netherlands2026-10-28
Crestwood Advisors Group, LLC
4,640$893.5K0.0%GrowthLowBoston, MA2026-10-27
St. Louis Financial Planners Asset Management, LLC
4,620$664.2K0.3%GrowthVery HighChesterfield, MO2026-10-16
Choreo, LLC
4,553$866.0K0.0%IndexLowRockford, IL2026-10-28
Park Avenue Securities LLC
4,486$8640.0%ETFMediumNew York, NY2026-10-26
Jeppson Wealth Management, LLC
4,418$850.8K0.2%CoreLowManhattan Beach, CA2026-10-20
Rakuten Securities, Inc.
4,361$839.8K0.2%Agg GrowthHighTokyo, Mexico2026-11-02
Prime Capital Investment Advisors, LLC
4,272$822.7K0.0%ETFLowOverland Park, KS2026-10-20
Machina Capital S.A.S.
4,244$817.3K0.1%ValueVery HighParis, India2026-11-05
LVM Capital Management LTD
4,211$810.9K0.1%GrowthLowPortage, MI2026-10-20
Daymark Wealth Partners, LLC
4,169$802.8K0.0%CoreLowCincinnati, OH2026-11-04
Alps Advisors Inc
4,042$778.4K0.0%YieldLowDenver, CO2026-11-03
Partners Wealth Management, LLC
4,013$772.8K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Sagespring Wealth Partners, LLC
4,011$772.4K0.0%ETFLowFranklin, TN2026-10-22
Trust Asset Management LLC
3,866$744.5K0.0%ETFVery LowHouston, TX2026-11-03
Reik & Co., LLC
3,830$737.5K0.2%ValueVery LowNew York, NY2026-10-27
Frank, Rimerman Advisors LLC
3,715$715.4K0.0%GrowthLowPalo Alto, CA2026-10-16
Hilltop National Bank
3,705$713.5K0.2%CoreLowCasper, WY2026-10-14
Perkins Capital Management Inc
3,500$674.0K0.5%GrowthLowWayzata, MN2026-11-02
MGO One Seven LLC
3,428$660.2K0.0%GrowthLowBeachwood, OH2026-10-28
SteelPeak Wealth, LLC
3,397$654.1K0.0%GrowthHighWoodland Hills, CA2026-10-16
Simplicity Wealth,LLC
3,391$653.0K0.0%ETFLowSummit, NJ2026-10-23
CoreCap Advisors, LLC
3,324$640.1K0.0%ETFMediumSouthfield, MI2026-10-08
Murphy Pohlad Asset Management LLC
3,324$640.1K0.2%ValueLowEden Prairie, MN2026-10-22
Kestra Private Wealth Services, LLC
3,294$634.3K0.0%GrowthLowAustin, TX2026-10-30
Barry Investment Advisors, LLC
3,248$625.5K0.1%ETFLowNew Bedford, MA2026-10-14
Pinkerton Wealth, LLC
3,233$622.6K0.1%CoreHighCoeur D Alene, ID2026-10-29
Sowell Financial Services LLC
3,231$622.3K0.0%CoreLowNorth Little Rock, AR2026-10-23
Piar LLC
3,230$622.0K0.4%MomentumMediumLas Vegas, NV2026-10-21
Cigna Investments Inc
3,228$6210.0%CoreVery LowBloomfield, CT2026-10-19
Deseret Mutual Benefit Administrators
3,165$609.5K0.2%CoreMediumSalt Lake City, UT2026-11-04
Founders Capital Management, LLC
3,000$577.7K0.1%CoreVery LowHartford, CT2026-10-23
Axxion S.A.
3,000$577.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Slocum, Gordon & Co LLP
3,000$577.7K0.4%YieldMediumNewport, RI2026-10-19
Toth Financial Advisory Corp
2,934$565.0K0.1%CoreLowLeesburg, VA2026-10-08
DMC Group, LLC
2,922$562.7K0.4%CoreMediumBirmingham, AL2026-10-26
Citizens Financial Group Inc
2,907$559.7K0.0%GrowthLowProvidence, RI2026-10-23
V-Square Quantitative Management LLC
2,877$554.0K0.1%CoreLowChicago, IL2026-10-15
Shepherd Financial Partners LLC
2,843$547.5K0.0%ETFLowWinchester, MA2026-11-03
Pinnacle Wealth Planning Services, Inc.
2,839$546.7K0.1%GARPLowMansfield, OH2026-10-27
Kintegral Advisory, LLC
2,786$536.5K0.0%GrowthVery LowNew York, NY2026-10-16
Alta Advisers Ltd
2,755$530.5K0.1%GrowthLowLondon, United Kingdom2026-11-02
HUB Investment Partners, LLC
2,710$521.9K0.0%GrowthLowAustin, TX2026-11-03
Parr Mcknight Wealth Management Group, LLC
2,703$520.5K0.1%CoreMediumMinneapolis, MN2026-10-30
Collar Capital Management, LLC
2,690$518.0K0.3%ValueLowAppleton, WI2026-10-28
AlphaCore Capital LLC
2,589$498.6K0.0%ETFLowLa Jolla, CA2026-11-04
Brighton Jones LLC
2,575$495.9K0.0%CoreVery LowSeattle, WA2026-11-03
71 West Capital Partners
2,563$493.6K0.0%IndexVery LowBoston, MA2026-11-04
Gainplan LLC
2,501$481.6K0.2%ETFHighBloomfield Hills, MI2026-10-09
Grey Ledge Advisors, LLC
2,495$480.5K0.1%CoreLowGuilford, CT2026-11-02
Versant Capital Management, Inc
2,491$479.7K0.0%GARPLowPhoenix, AZ2026-10-02
PFG Private Wealth Management, LLC
2,458$473.4K0.2%ETFHighLutz, FL2026-10-15
Gryphon Financial Partners LLC
2,439$469.7K0.0%IndexLowColumbus, OH2026-11-04
Elevation Point Wealth Partners, LLC
2,428$467.6K0.0%CoreHighDenver, CO2026-11-05
Quadrant Capital Group LLC
2,422$523.8K0.0%CoreLowCincinnati, OH2026-10-20
Turtle Creek Wealth Advisors, LLC
2,396$461.4K0.0%GrowthLowDallas, TX2026-10-15
Perigon Wealth Management, LLC
2,382$458.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Avestar Capital, LLC
2,369$456.2K0.0%GrowthLowNew York, NY2026-10-28
Supplemental Annuity Collective Trust of NJ
2,349$452.3K0.1%GrowthMediumTrenton, NJ2026-11-02
IFP Advisors, Inc
2,314$445.6K0.0%GrowthLowTampa, FL2026-10-16
Certuity, LLC
2,296$442.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Evergreen Capital Management LLC
2,269$436.9K0.0%GARPMediumBellevue, WA2026-10-23
Bullock Wealth Management Group
2,268$428.5K0.2%GrowthLowBloomington, IN2026-10-09
Ipswich Investment Management Co., Inc.
2,245$432.3K0.1%CoreLowBeverly, MA2026-10-13
Blue Fin Capital, Inc.
2,244$432.1K0.1%GrowthVery LowWarren, RI2026-10-28
Pinnacle Associates LTD
2,228$429.0K0.0%CoreLowNew York, NY2026-10-20
Chung Wu Investment Group, LLC
2,200$423.7K0.3%GrowthMediumSugar Land, TX2026-11-03
Mccarter Private Wealth Services LLC
2,169$417.7K0.1%CoreLowBoston, MA2026-10-22
Larson Financial Group LLC
2,163$416.5K0.0%GrowthLowSt Louis, MO2026-11-05
LVW Advisors, LLC
2,147$413.4K0.0%CoreMediumPittsford, NY2026-10-19
Philadelphia Trust Co
2,130$4100.0%GrowthLowPhiladelphia, PA2026-11-05
Indivisible Partners
2,109$406.1K0.0%GrowthMediumClearwater, FL2026-10-26
PDS Planning, Inc
2,104$405.2K0.0%IndexVery LowDublin, OH2026-11-03
Cohen Klingenstein LLC
2,100$404.4K0.0%CoreVery LowNew York, NY2026-10-15
Anchyra Partners LLC
2,085$401.5K0.1%CoreLowAtlanta, GA2026-10-13
Abel Hall, LLC
2,073$399.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Clear Wave Wealth Management LLC
2,069$398.4K0.1%ETFN/ARed Bank, NJ2026-11-04
bLong Financial, LLC
2,047$394.2K0.2%Agg GrowthLowMemphis, TN2026-10-29
Rubicon Advisors, GP
2,035$391.9K0.3%GrowthMediumRedding, CA2026-10-23
Wealth Alliance Advisory Group, LLC
2,025$390.0K0.1%CoreLowWichita, KS2026-10-14
Greenspring Advisors, LLC
2,008$386.7K0.0%ETFVery LowTowson, MD2026-11-05
Lynx Capital Group LTD
2,000$385.1K0.2%ValueLowBeachwood, OH2026-11-04
Compass Wealth Management LLC
2,000$385.1K0.1%GARPLowGuilford, CT2026-10-22
Aries Wealth Management
2,000$385.1K0.1%CoreVery LowPortland, ME2026-10-23
OceanIQ Capital, LLC
2,000$432.5K0.2%GrowthN/APalo Alto, CA2026-10-19
Mesirow Financial Investment Management, Inc.
1,989$383.0K0.0%CoreLowChicago, IL2026-11-05
MassMutual Private Wealth & Trust, FSB
1,976$380.5K0.0%CoreLowSpringfield, MA2026-10-05
Halter Ferguson Financial Inc.
1,914$368.6K0.1%Agg GrowthMediumCarmel, IN2026-10-21
Soltis Investment Advisors LLC
1,875$361.2K0.0%CoreMediumSt. George, UT2026-10-28
VestGen Advisors, LLC
1,864$359.0K0.0%GrowthMediumChicago, IL2026-10-27
Chicago Partners Investment Group LLC
1,850$370.2K0.0%GARPLowChicago, IL2026-10-27
Arlington Capital Management Inc
1,842$354.7K0.2%GARPHighArlington Heights, IL2026-10-30
Avidian Wealth Enterprises, LLC
1,830$352.4K0.0%ETFLowHouston, TX2026-10-08
Parkside Financial Bank & Trust
1,829$352.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Conning Inc.
1,821$350.7K0.0%CoreMediumHartford, CT2026-10-27
Kingswood Wealth Advisors, LLC
1,806$347.8K0.0%GrowthLowSan Diego, CA2026-10-23
R2 Capital Strategies, LLC
1,800$346.6K0.1%ETFN/ALincoln, NE2026-10-15
City Center Advisors, LLC
1,774$341.6K0.3%ETFMediumTroy, MI2026-10-08
Fifth Third Wealth Advisors LLC
1,744$335.8K0.0%IndexVery LowCincinnati, OH2026-10-22
SeaCrest Wealth Management, LLC
1,741$335.3K0.0%GrowthLowPurchase, NY2026-10-21
Klingman & Associates, LLC
1,728$332.8K0.0%ETFVery LowNew York, NY2026-10-20
Tobam
1,676$3230.0%ValueHighParis, India2026-11-03
GC Wealth Management RIA, LLC
1,658$319.3K0.0%GrowthMediumCambridge, MA2026-11-02
Quantum Financial Advisors, LLC
1,652$318.1K0.0%ETFLowSanta Monica, CA2026-11-03
Fulcrum Wealth Advisors, LLC
1,630$313.9K0.2%GrowthMediumBellevue, WA2026-10-16
Kathmere Capital Management, LLC
1,627$313.3K0.0%ETFLowWayne, PA2026-10-20
Telos Capital Management, Inc.
1,607$309.5K0.0%CoreLowSan Diego, CA2026-11-02
Breakwater Capital Group
1,579$304.1K0.0%ETFLowParamus, NJ2026-10-09
University of Texas S AM Investment Management Co
1,579$304.1K0.0%CoreHighAustin, TX2026-11-03
Krilogy Financial LLC
1,528$326.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Integral Investment Advisors, Inc.
1,520$292.7K0.1%ETFVery LowTurlock, CA2026-11-03
Lecap Asset Management LTD
1,511$291.0K0.1%ValueVery HighLondon, United Kingdom2026-10-27
Morey & Quinn Wealth Partners, LLC
1,500$288.9K0.2%CoreVery LowOmaha, NE2026-10-28
Trust Point Inc.
1,500$288.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Sigma Planning Corp
1,492$287.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Maj Invest Holding A/S
1,490$2870.0%Deep ValueLowCopenhagen K, Greece2026-10-27
Elyxium Wealth, LLC
1,487$286.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Syverson Strege & Co
1,447$278.6K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Financiere des Professionnels - Fonds d'investissement inc.
1,445$278.3K0.0%GrowthHighMontreal, Austria2026-11-03
MW Advisory, LLC
1,444$278.1K0.1%CoreN/AAtlanta, GA2026-10-19
Simon Quick Advisors, LLC
1,432$275.8K0.0%ETFLowMorristown, NJ2026-10-26
Vicus Capital
1,430$275.4K0.0%ETFMediumState College, PA2026-11-05
Sage Rhino Capital LLC
1,428$275.0K0.0%ETFLowMenlo Park, CA2026-10-28
RMR Wealth Builders
1,425$274.5K0.0%ETFLowMontclair, NJ2026-10-22
TD Private Client Wealth LLC
1,420$273.4K0.0%ETFLowNew York, NY2026-10-28
Princeton Capital Management LLC
1,417$272.9K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Sunpointe, LLC
1,397$269.0K0.1%GrowthMediumSt. Louis, MO2026-10-22
Advisor Resource Council
1,391$282.7K0.1%ETFLowDallas, TX2026-11-05
Brookstone Capital Management
1,384$266.6K0.0%ETFMediumWheaton, IL2026-10-22
Obsidian CIO, LLC
1,382$266.1K0.2%GrowthMediumNew York, NY2026-11-05
Kennedy Investment Group, Inc.
1,375$264.8K0.1%GrowthLowWest Deptford, NJ2026-10-21
Resonant Capital Advisors, LLC
1,371$264.0K0.0%ETFLowMadison, WI2026-10-15
Almanack Investment Partners, Llc.
1,369$263.6K0.0%ETFMediumNewtown Square, PA2026-11-03
Kercheville Advisors, LLC
1,350$260.0K0.1%GrowthMediumSan Antonio, TX2026-10-19
Abacus Wealth Partners, LLC
1,345$259.0K0.0%ETFLowSanta Monica, CA2026-11-03
Claro Advisors Inc.
1,340$258.1K0.0%CoreLowBoston, MA2026-11-02
Elser Financial Planning, Inc
1,335$257.1K0.0%GARPLowIndianapolis, IN2026-10-16
Jacobsen Capital Management
1,333$256.7K0.1%ETFLowSalt Lake City, UT2026-10-27
Wealthcare Advisory Partners LLC
1,319$254.0K0.0%ETFLowWest Chester, PA2026-10-21
Heritage Family Offices, LLP
1,312$252.7K0.1%GrowthHighScottsdale, AZ2026-11-02
Inscription Capital, LLC
1,306$251.5K0.0%GARPMediumHouston, TX2026-11-02
Clear Harbor Asset Management, LLC
1,293$248.9K0.0%CoreLowStamford, CT2026-11-05
Cromwell Holdings LLC
1,291$248.6K0.1%IndexLowJackson, WY2026-10-28
Crescent Grove Advisors, LLC
1,264$243.4K0.0%ETFLowLake Forest, IL2026-10-21
Cornerstone Wealth Group, LLC
1,259$242.4K0.0%CoreMediumHuntersville, NC2026-11-02
Joel Isaacson & Co., LLC
1,248$240.3K0.0%ETFVery LowNew York, NY2026-11-05
May Hill Capital, LLC
1,238$238.4K0.0%ETFLowCohasset, MA2026-11-03
Palacios Wealth Management, LLC
1,227$236.3K0.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Aire Advisors, LLC
1,211$233.2K0.0%ETFVery LowBeverly Hills, CA2026-10-22
Root Financial Partners, LLC
1,207$232.4K0.0%ETFMediumEncinitas, CA2026-10-21
Platform Technology Partners
1,203$231.7K0.0%CoreVery LowLocust Valley, NY2026-11-02
Parsons Capital Management Inc
1,200$231.1K0.0%CoreLowProvidence, RI2026-10-28
TCI Wealth Advisors, Inc.
1,200$231.1K0.0%ETFLowTucson, AZ2026-10-30
Financial Solutions Advisory Group, Inc.
1,198$261.2K0.0%ETFMediumChicago, IL2026-10-28
WealthPlan Investment Management, LLC
1,190$229.2K0.0%GrowthMediumOmaha, NE2026-10-15
NorthCrest Asset Manangement, LLC
1,187$233.8K0.0%GrowthLowPlymouth, MN2026-10-13
Gerber Kawasaki Wealth & Investment Management
1,172$225.7K0.0%ETFLowSanta Monica, CA2026-10-29
Cerro Pacific Wealth Advisors LLC
1,154$222.2K0.0%GrowthLowSan Luis Obispo, CA2026-10-22
Beacon Financial Advisory LLC
1,153$222.0K0.0%ETFLowCleveland, OH2026-10-16
Montecito Bank & Trust
1,130$217.6K0.0%GrowthVery LowSanta Barbara, CA2026-10-01
KPP Advisory Services LLC
1,115$214.7K0.0%GrowthMediumLouisville, KY2026-10-26
Axxcess Wealth Management, LLC
1,111$214.0K0.0%CoreLowCarlsbad, CA2026-10-21
Everhart Financial Group, Inc.
1,107$213.2K0.0%ETFLowDublin, OH2026-10-08
Harel Insurance Investments & Financial Services Ltd.
1,104$2130.0%GrowthHighRamat Gan, Luxembourg2026-11-02
McAdam, LLC
1,099$211.6K0.0%ETFLowPhiladelphia, PA2026-10-21
Plancorp, LLC
1,088$241.2K0.0%ETFLowSaint Louis, MO2026-11-03
Old Mission Investment Co LLC
1,087$209.3K0.0%ETFLowTraverse City, MI2026-10-22
Koshinski Asset Management, Inc.
1,080$208.0K0.0%ETFLowDecatur, IL2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
1,055$203.2K0.0%IndexLowCopenhagen O, Greece2026-10-19
B. Riley Wealth Advisors, Inc.
1,051$202.4K0.0%GrowthLowMemphis, TN2026-10-13
Traynor Capital Management, Inc.
1,050$202.2K0.0%GrowthLowMalvern, PA2026-10-29
SJS Investment Consulting Inc.
1,026$197.5K0.0%ETFVery LowSylvania, OH2026-10-26
West Branch Capital LLC
1,000$192.6K0.0%GrowthVery LowAmherst, MA2026-10-20
Costello Asset Management, Inc
966$186.1K0.1%CoreLowFeasterville, PA2026-10-30
Assetmark, Inc
912$175.6K0.0%ETFLowConcord, CA2026-10-21
Kelleher Financial Advisors
911$175.5K0.0%CoreMediumNew York, NY2026-10-30
Blue Trust, Inc.
889$171.2K0.0%ETFLowBrentwood, TN2026-10-15
Physician Wealth Advisors, Inc.
886$170.6K0.0%ETFMediumMidvale, UT2026-10-20
Pension & Wealth Management Advisors, Inc.
879$169.3K0.0%ETFLowWaltham, MA2026-10-16
Axiom Investment Management LLC
866$166.8K0.1%CoreN/ANew York, NY2026-11-03
First Command Advisory Services, Inc.
850$163.7K0.0%IndexLowFort Worth, TX2026-11-05
Bayforest Capital Ltd
778$149.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Spire Wealth Management
751$144.6K0.0%GrowthMediumMclean, VA2026-10-30
Mowery & Schoenfeld Wealth Management, LLC
700$134.8K0.2%GrowthMediumLincolnshire, IL2026-10-28
JFS Wealth Advisors, LLC
656$126.3K0.0%ETFVery LowHermitage, PA2026-11-03
EverSource Wealth Advisors, LLC
653$125.8K0.0%CoreMediumBirmingham, AL2026-11-04
Foster Dykema Cabot & Partners, LLC
610$117.5K0.0%GrowthLowWaltham, MA2026-10-30
Canton Hathaway, LLC
601$115.7K0.0%ValueLowProvidence, RI2026-10-23
Owl Creek Wealth Partners LLC
576$110.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Asset Dedication, LLC
568$109.4K0.0%ETFLowSan Francisco, CA2026-11-03
Trust Co of Vermont
530$102.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Archer Investment Corp
520$100.1K0.0%CoreMediumCarmel, IN2026-11-05
Global Trust Asset Management, LLC
518$99.8K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Pacifica Partners Inc.
500$94.4K0.0%CoreLowSurrey, South Africa2026-10-09
Oakworth Capital, Inc.
500$96.3K0.0%ETFLowBirmingham, AL2026-10-26
J.Safra Asset Management Corp
440$84.7K0.0%ETFLowNew York, NY2026-11-03
Birchbrook, Inc.
400$77.0K0.0%ETFLowBangor, ME2026-10-14
Jacobi Capital Management LLC
390$75.1K0.0%CoreLowPittston, PA2026-11-05
Brown, Lisle Ings, Inc.
375$72.2K0.0%CoreVery LowProvidence, RI2026-10-16
Private Trust Co NA
369$71.1K0.0%CoreLowCleveland, OH2026-10-20
Piscataqua Savings Bank
350$67.4K0.0%CoreVery LowPortsmouth, NH2026-10-21
Valley National Advisers Inc
329$63.4K0.0%ETFLowBethlehem, PA2026-10-23
Bank & Trust Co
306$58.9K0.0%ValueVery LowLitchfield, IL2026-10-07
Madden Securities Corp
285$54.9K0.0%GrowthMediumDallas, TX2026-10-27
Rossby Financial, LCC
281$54.1K0.0%ETFMediumMelbourne, FL2026-11-05
Caitong International Asset Management Co., Ltd
277$53.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
TFC Financial Management, Inc.
264$50.8K0.0%ETFVery LowBoston, MA2026-10-26
Armstrong Advisory Group, Inc
263$50.6K0.0%ETFHighNeedham, MA2026-10-09
DeDora Capital, Inc.
233$44.8K0.0%ETFVery LowNapa, CA2026-10-26
Financial Perspectives, Inc
230$44.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Lanark Financial, Inc.
229$44.1K0.0%CoreMediumBirmingham, AL2026-10-26
Farmers & Merchants Investments Inc
226$43.5K0.0%CoreVery LowLincoln, NE2026-10-22
Fortitude Family Office, LLC
222$42.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Community Financial Services Group, LLC
215$40.6K0.0%GrowthLowNewport, VT2026-10-15
Private Wealth Management Group, LLC
214$41.2K0.0%ETFLowPrinceton, NJ2026-10-19
Center for Financial Planning, Inc.
210$40.4K0.0%ETFLowSouthfied, MI2026-10-26
Ramsey Quantitative Systems
210$40.4K0.0%ETFLowLouisville, KY2026-10-22
Manchester Capital Management LLC
204$39.3K0.0%CoreLowManchester, VT2026-10-22
Tounjian Advisory Partners, LLC
197$37.9K0.0%GrowthHighFort Myers, FL2026-11-04
Ascentis Independent Advisors
195$37.5K0.0%ETFLowDallas, TX2026-11-03
Avion Wealth
186$350.0%ETFLowThe Woodlands, TX2026-11-04
Flagship Wealth Advisors, LLC
185$35.6K0.0%ETFLowWakefield, MA2026-11-03
Next Level Wealth Planning, LLC
174$33.5K0.0%ETFVery LowMeridian, ID2026-10-29
Covestor Ltd
173$330.0%ValueHighLondon, United Kingdom2026-10-30
Central Trust Co
172$33.1K0.0%CoreLowJefferson City, MO2026-11-05
Country Trust Bank
168$32.4K0.0%GrowthLowBloomington, IL2026-10-30
Harbor Investment Advisory, LLC
159$30.6K0.0%GrowthLowLutherville, MD2026-10-13
Western Pacific Wealth Management, LP
150$28.9K0.0%GrowthLowLake Forest, IL2026-10-16
Murphy & Mullick Capital Management Corp
139$26.8K0.0%GrowthLowSmithtown, NY2026-11-02
Financial Consulate, Inc
127$24.5K0.0%ETFLowHunt Valley, MD2026-10-23
MV Capital Management, Inc.
125$24.1K0.0%ETFLowBethesda, MD2026-10-29
Essential Partners LLC
125$24.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Kennebec Savings Bank
121$23.3K0.0%CoreLowAugusta, ME2026-10-22
Ameliora Wealth Management Ltd.
120$23.1K0.0%ETFLowZurich, Switzerland2026-10-23
Elevation Wealth Partners, LLC
113$21.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Cassaday & Co Wealth Management LLC
112$21.6K0.0%ETFVery LowMclean, VA2026-10-27
Beacon Investment Advisory Services, Inc.
108$20.8K0.0%GrowthLowMorristown, NJ2026-10-13
Brown Shipley& Co Ltd
104$20.0K0.0%GrowthLowLondon, United Kingdom2026-10-09
Hughes Financial Services, LLC
103$22.9K0.0%ETFLowHerndon, VA2026-10-30
Towne Trust Company, N.a
100$19.3K0.0%CoreLowNewport News, VA2026-10-28
Triumph Capital Management
100$19.3K0.0%ETFMediumDenver, CO2026-10-14
Vision Financial Markets LLC
100$19.3K0.0%CoreLowStamford, CT2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
100$19.3K0.0%GrowthMediumIndianapolis, IN2026-10-14
Financial Network Wealth Advisors LLC
99$19.1K0.0%ETFLowMurray, UT2026-10-28
IMG Wealth Management, Inc.
93$17.9K0.0%ETFMediumJacksonville, FL2026-10-27
Ares Financial Consulting, LLC
85$16.4K0.0%CoreLowCalabasas, CA2026-10-19
Bell Investment Advisors, Inc
85$16.4K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Capital Management Investments LLC
82$15.8K0.0%ETFLowSan Diego, CA2026-10-28
North Star Investment Management Corp.
81$15.6K0.0%CoreLowChicago, IL2026-10-27
Bay Harbor Wealth Management, LLC
78$15.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Roxbury Financial LLC
75$14.4K0.0%CoreVery LowMount Arlington, NJ2026-10-01
James T. Borello RIA
72$13.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Pioneer Family Office, LLC
70$13.5K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Capital Advisors, Ltd. LLC
65$130.0%ETFLowShaker Heights, OH2026-10-27
Hurley Capital, LLC
64$12.3K0.0%GARPMediumNew York, NY2026-11-05
Abound Wealth Management
63$12.1K0.0%ETFVery LowFranklin, TN2026-10-26
Joseph Group Capital Management
62$11.9K0.0%ETFLowColumbus, OH2026-11-04
Bokf, NA
61$11.7K0.0%CoreLowTulsa, OK2026-10-27
Silver Grove Financial Group, Inc.
60$11.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Arlington Trust Co LLC
60$11.6K0.0%ETFMediumBirmingham, AL2026-10-20
Harbor Capital Advisors, Inc.
59$110.0%ValueHighChicago, IL2026-10-22
Activest Wealth Management
59$11.4K0.0%ETFLowAventura, FL2026-10-15
Retirement Wealth Solutions LLC
58$11.2K0.0%ETFLowMarshfield, WI2026-10-07
Salomon & Ludwin, LLC
58$11.2K0.0%ETFVery LowRichmond, VA2026-10-29
Provenance Wealth Advisors, LLC
55$10.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
IFS Advisors, LLC
55$10.6K0.0%ETFLowOverland Park, KS2026-10-14
GHP Investment Advisors, Inc.
54$10.4K0.0%CoreVery LowDenver, CO2026-10-15
Compass Financial Management LLC
53$10.2K0.0%CoreN/ATampa, FL2026-10-30
Signature Equity Partners, LLC
52$10.0K0.0%GrowthMediumColumbus, OH2026-10-29
UMB Private Wealth Management, LLC
52$10.0K0.0%GrowthN/AKansas City, MO2026-10-19
True Wealth Design, LLC
52$10.0K0.0%ETFMediumAkron, OH2026-10-13
Key FInancial Inc
51$9.8K0.0%ETFLowWest Chester, PA2026-11-02
Bfsg, LLC
51$9.8K0.0%CoreLowIrvine, CA2026-10-30
City State Bank
50$9.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Financial Management Professionals, Inc.
47$9.1K0.0%ETFMediumAustin, TX2026-10-23
Signature Resources Capital Management, LLC
47$9.1K0.0%ETFLowNewport Beach, CA2026-10-16
Smallwood Wealth Investment Management, LLC
46$8.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
Bare Financial Services, Inc
46$8.9K0.0%ETFVery LowGap, PA2026-11-04
Blume Capital Management, Inc.
45$8.7K0.0%CoreMediumBerkeley, CA2026-10-26
Dynamic Wealth Strategies, LLC
40$7.7K0.0%ETFLowGranite Bay, CA2026-10-16
Sunrise Financial Services, LLC
40$7.7K0.0%ETFMediumBurien, WA2026-10-21
Highline Wealth Partners LLC
39$7.5K0.0%ETFMediumSherman Oaks, CA2026-10-19
High Note Wealth, LLC
39$7.5K0.0%ETFVery LowDeephaven, MN2026-10-27
TrinityBridge Ltd
35$70.0%MomentumMediumLondon, United Kingdom2026-10-30
DiNuzzo Private Wealth, Inc.
34$6.5K0.0%ETFLowBeaver, PA2026-10-16
Proathlete Wealth Management LLC
34$6.5K0.0%ETFVery LowBoca Raton, FL2026-10-15
WestEnd Advisors, LLC
31$6.0K0.0%ETFMediumCharlotte, NC2026-10-27
Marquette Asset Management, LLC
30$5.8K0.0%ETFVery LowMinneapolis, MN2026-10-09
Nvwm, LLC
29$5.6K0.0%GrowthMediumYardley, PA2026-10-14
KFG LLC
27$5.2K0.0%ETFN/ARapid City, SD2026-11-02
Golden State Wealth Management, LLC
25$4.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Atlantic Edge Private Wealth Management, LLC
25$4.8K0.0%CoreLowJacksonville, FL2026-10-20
Creative Financial Designs Inc
24$4.6K0.0%ETFMediumKokomo, IN2026-11-04
Pacific Center for Financial Services
24$4.6K0.0%ETFMediumDanville, CA2026-10-15
William Mack & Associates, Inc.
24$4.6K0.0%ETFLowTroy, MI2026-10-27
Clark Wealth Partners
22$4.2K0.0%ETFVery LowO'Fallon, IL2026-10-19
Wilkerson Advisory Group LLC
22$4.2K0.0%ETFMediumColumbia, MO2026-10-20
Fairscale Capital, LLC
19$4.2K0.0%GrowthVery LowNashua, NH2026-11-04
American Capital Advisory, LLC
18$3.5K0.0%ETFLowKetchum, ID2026-10-28
WPG Advisers, LLC
17$3.3K0.0%CoreLowBaltimore, MD2026-10-27
Meriwether Wealth & Planning, LLC
17$3.3K0.0%ETFMediumMinden, LA2026-10-13
Ashurst Perkins Coie Trust Co
15$2.9K0.0%CoreVery LowSeattle, WA2026-10-15
Wilmington Savings Fund Society, FSB
15$2.9K0.0%CoreLowWilmington, DE2026-10-23
Key Capital Management, Inc
15$2.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Advocate Investing Services LLC
15$2.9K0.0%ETFLowWoodbine, MD2026-10-26
Davis Capital Management
14$2.7K0.0%CoreLowJacksonville, FL2026-10-08
Navigoe, LLC
13$20.0%ETFVery LowRedondo Beach, CA2026-11-04
Syntax Research, Inc.
13$2.5K0.0%ETFMediumBoca Raton, FL2026-11-04
Planning Strategies Inc.
11$2.1K0.0%ETFN/ALancaster, PA2026-10-02
Gen-Wealth Partners Inc
10$1.9K0.0%CoreLowZeeland, MI2026-11-04
Plante Moran Financial Advisors, LLC
10$1.9K0.0%ETFVery LowSouthfield, MI2026-11-04
Latitude Advisors, LLC
10$1.9K0.0%ETFLowYorkville, IL2026-10-27
Hoey Investments, Inc
10$1.9K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Cape Investment Advisory, Inc.
10$1.9K0.0%ETFLowMcdonough, GA2026-10-13
RMG Wealth Management LLC
10$1.8K0.0%ETFVery HighPlatteville, WI2026-10-26
DecisionPoint Financial, LLC
9$1.7K0.0%ETFVery LowMesa, AZ2026-10-27
Washington Trust Advisors, Inc.
8$1.5K0.0%GrowthLowWellesley, MA2026-10-22
Quaker Wealth Management, LLC
8$1.5K0.0%ETFMediumMoorestown, NJ2026-10-22
Birchwood Financial Partners, Inc.
8$1.5K0.0%ETFVery LowBloomington, MN2026-11-02
PayPay Securities Corp
7$1.3K0.0%CoreMediumTokyo, Mexico2026-10-27
Strengthening Families & Communities, LLC
6$1.2K0.0%CoreMediumBoston, MA2026-10-21
Aspect Partners, LLC
6$1.2K0.0%ETFMediumFairfax, VA2026-10-20
Raiffeisen Bank International AG
6$1.1K0.0%GrowthMediumVienna, Chile2026-10-28
Chapman Financial Group, LLC
5$9630.0%CoreVery LowHonolulu, HI2026-10-26
MTM Investment Management, LLC
5$9630.0%CoreVery LowSpartanburg, SC2026-10-30
Decker Retirement Planning Inc.
5$9630.0%Agg GrowthVery HighLevi, UT2026-10-19
Nvest Wealth Strategies, Inc.
4$7720.0%ETFVery LowPowell, OH2026-10-14
Godsey & Gibb, Inc
4$7710.0%CoreLowRichmond, VA2026-10-14
Balance Wealth Partners LLC
4$8300.0%ETFMediumWorthington, OH2026-10-27
Daytona Street Capital LLC
3$5910.0%Deep ValueMediumSaint Louis, MO2026-10-15
Maseco LLP
3$5770.0%ETFVery LowLondon, United Kingdom2026-10-27
Breakwater Investment Management
3$5780.0%ETFLowSeattle, WA2026-10-20
Valued Wealth Advisors LLC
3$5780.0%IndexVery LowHolladay, UT2026-11-05
Maryland Capital Advisors Inc.
2$3860.0%ETFVery LowChester, MD2026-10-15
Gilpin Wealth Management, LLC
1$1930.0%GrowthLowDenver, CO2026-10-09
3 Factor Indexing, LLC
1$1930.0%ETFLowSacramento, CA2026-10-15
Dhjj Financial Advisors, Ltd.
1$1930.0%ETFVery LowNaperville, IL2026-10-23
Monetary Solutions, Ltd
1$1930.0%ETFVery LowDayton, OH2026-10-22