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Natwest Group PLC (NWG)

CUSIP: 639057207 | US | Financial Services · Banks - Regional | Large Cap | 736 institutional holders

Quarters

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

Dimensional Fund Advisors LP5,232,256
0.0% of portfolio›$95.0M
Todd Asset Management LLC3,106,431
1.0% of portfolio›$56.4M
ABC Arbitrage SA1,839,430
3.3% of portfolio›$33.4M
Fisher Asset Management, LLC1,654,512
0.0% of portfolio›$30.0M
Citigroup Inc1,301,409
0.0% of portfolio›$23.6M
Crossmark Global Holdings, Inc.972,386
0.2% of portfolio›$17.6M
BI Asset Management Fondsmaeglerselskab A/S965,966
0.0% of portfolio›$17.5K
LPL Financial LLC510,654
0.0% of portfolio›$9.3M
Creative Planning486,300
0.0% of portfolio›$8.8M
Ritholtz Wealth Management463,218
0.1% of portfolio›$8.4M
Bank of New York Mellon Corp460,026
0.0% of portfolio›$8.3M
US Bancorp \de\454,147
0.0% of portfolio›$8.2M
Eagle Global Advisors LLC358,364
0.2% of portfolio›$6.5M
Capricorn Fund Managers Ltd356,200
0.6% of portfolio›$6.5M
Gradient Investments LLC337,583
0.1% of portfolio›$6.1M
Ethic Inc.278,883
0.1% of portfolio›$5.1M
Russell Investments Group, Ltd.228,003
0.0% of portfolio›$4.1M
Quadrant Capital Group LLC181,805
0.1% of portfolio›$3.2M
Sanders Capital, LLC175,534
0.0% of portfolio›$3.2M
Oppenheimer Asset Management Inc.168,389
0.0% of portfolio›$3.1M
Assetmark, Inc162,046
0.0% of portfolio›$2.9M
Vise Technologies, Inc.139,310
0.0% of portfolio›$2.5M
Evergreen Capital Management LLC108,823
0.0% of portfolio›$2.0M
Elevation Point Wealth Partners, LLC102,943
0.0% of portfolio›$1.9M
Savant Capital, LLC101,142
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC99,042
0.0% of portfolio›$1.7M
PNC Financial Services Group, Inc.98,547
0.0% of portfolio›$1.8M
Park Avenue Securities LLC88,154
0.0% of portfolio›$1.6K
Atria Investments, Inc87,970
0.0% of portfolio›$1.6M
Signaturefd, LLC86,596
0.0% of portfolio›$1.6M
Compound Planning, Inc.79,236
0.0% of portfolio›$1.4M
Kathmere Capital Management, LLC73,308
0.1% of portfolio›$1.3M
Provenance Wealth Advisors, LLC69,744
0.1% of portfolio›$1.3M
Truist Financial Corp66,971
0.0% of portfolio›$1.2M
Aaron Wealth Advisors LLC66,227
0.1% of portfolio›$1.2M
GC Wealth Management RIA, LLC65,993
0.1% of portfolio›$1.2M
Legacy Wealth Asset Management, LLC65,644
0.3% of portfolio›$1.2M
First Command Advisory Services, Inc.63,130
0.0% of portfolio›$1.1M
Fifth Third Bancorp60,373
0.0% of portfolio›$1.1M
Allspring Global Investments Holdings, LLC58,913
0.0% of portfolio›$1.0M
OpenArc Corporate Advisory, LLC57,743
0.0% of portfolio›$1.0M
Baron Wealth Management LLC57,286
0.3% of portfolio›$1.0M
Oppenheimer & Co Inc56,159
0.0% of portfolio›$1.0M
Keybank National Association56,020
0.0% of portfolio›$1.0M
Choreo, LLC51,268
0.0% of portfolio›$930.5K
Transmarket Holdings LP50,886
0.5% of portfolio›$923.6K
LVW Advisors, LLC50,697
0.1% of portfolio›$920.2K
Concurrent Investment Advisors, LLC49,345
0.0% of portfolio›$895.6K
Merit Financial Group, LLC42,831
0.0% of portfolio›$777.4K
Blue Trust, Inc.42,653
0.0% of portfolio›$774.2K
Sterling Capital Management LLC40,663
0.0% of portfolio›$738.0K
FCG Investment Co40,564
0.2% of portfolio›$736.2K
D'Orazio & Associates, Inc.40,040
0.1% of portfolio›$726.7K
Davenport & Co LLC38,944
0.0% of portfolio›$706.8K
Rose Capital Advisors LLC36,394
0.2% of portfolio›$660.6K
Farther Finance Advisors, LLC33,501
0.0% of portfolio›$608.0K
Versant Capital Management, Inc33,437
0.1% of portfolio›$606.9K
Old National Bancorp32,828
0.0% of portfolio›$595.8K
Summit Global Investments32,369
0.0% of portfolio›$587
HB Wealth Management, LLC31,600
0.0% of portfolio›$573.5K
Sagespring Wealth Partners, LLC28,951
0.0% of portfolio›$525.5K
HUB Investment Partners, LLC28,532
0.0% of portfolio›$517.9K
J.Safra Asset Management Corp27,356
0.0% of portfolio›$496.5K
Kestra Advisory Services, LLC27,309
0.0% of portfolio›$495.7K
Gamma Investing LLC25,626
0.0% of portfolio›$465.1K
SYM Financial Corp25,397
0.0% of portfolio›$461.0K
Prospera Financial Services Inc23,873
0.0% of portfolio›$369.4K
TD Private Client Wealth LLC22,758
0.0% of portfolio›$413.1K
Hardy Reed LLC22,321
0.0% of portfolio›$405.1K
Pinnacle Wealth Planning Services, Inc.22,287
0.0% of portfolio›$404.5K
Valeo Financial Advisors, LLC22,082
0.0% of portfolio›$400.8K
Certior Financial Group, LLC21,136
0.2% of portfolio›$383.6K
Ascent Group, LLC20,854
0.0% of portfolio›$378.5K
Anchyra Partners LLC20,528
0.1% of portfolio›$372.6K
Aprio Wealth Management, LLC20,312
0.0% of portfolio›$368.7K
May Hill Capital, LLC20,065
0.1% of portfolio›$364.2K
Gallacher Capital Management LLC19,254
0.3% of portfolio›$349.5K
Perigon Wealth Management, LLC17,719
0.0% of portfolio›$321.6K
Xponance LLC17,604
0.0% of portfolio›$319.5K
Parallel Advisors, LLC17,269
0.0% of portfolio›$313.4K
Wedbush Securities Inc16,417
0.0% of portfolio›$298
Athena Wealth Management, LLC16,260
0.2% of portfolio›$295.1K
Larry Mathis Financial Planning, LLC16,161
0.2% of portfolio›$293.3K
55 North Private Wealth, LLC16,100
0.1% of portfolio›$292.2K
First Affirmative Financial Network15,863
0.1% of portfolio›$287.9K
Trust Point Inc.15,587
0.0% of portfolio›$282.9K
Diversify Wealth Management, LLC15,578
0.0% of portfolio›$272.1K
Diversify Advisory Services, LLC15,578
0.0% of portfolio›$272.1K
EverSource Wealth Advisors, LLC15,556
0.0% of portfolio›$282.3K
PDS Planning, Inc15,283
0.0% of portfolio›$277.4K
Commonwealth Equity Services, LLC15,269
0.0% of portfolio›$277.1K
Apollon Wealth Management, LLC15,216
0.0% of portfolio›$276.2K
Baldwin Wealth Partners LLC14,840
0.0% of portfolio›$269.3K
Fulton Bank, N.A.14,780
0.0% of portfolio›$268.3K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management14,678
0.0% of portfolio›$266.4K
Clearstead Advisors, LLC14,429
0.0% of portfolio›$261.9K
Prime Capital Investment Advisors, LLC14,186
0.0% of portfolio›$257.5K
TD Waterhouse Canada Inc.14,170
0.0% of portfolio›$246.5K
Riversedge Advisors, LLC13,274
0.0% of portfolio›$240.9K
Hilltop National Bank13,124
0.1% of portfolio›$238.2K
Scheeler Financial LLC12,808
0.2% of portfolio›$232.5K
Larson Financial Group LLC12,801
0.0% of portfolio›$232.3K
SBI Securities Co., Ltd.12,719
0.0% of portfolio›$230.9K
Five Oceans Advisors12,684
0.1% of portfolio›$230.2K
Axxcess Wealth Management, LLC12,312
0.0% of portfolio›$223.5K
Sage Rhino Capital LLC12,295
0.0% of portfolio›$223.2K
Manske Wealth Management12,288
0.1% of portfolio›$223.0K
Dynamic Advisor Solutions LLC12,189
0.0% of portfolio›$221.2K
Brighton Jones LLC11,865
0.0% of portfolio›$215.4K
Level Four Advisory Services, LLC11,718
0.0% of portfolio›$212.7K
Abel Hall, LLC11,326
0.0% of portfolio›$205.6K
Angeles Wealth Management, LLC11,256
0.0% of portfolio›$204.3K
Wedmont Private Capital11,216
0.0% of portfolio›$192.4K
Lido Advisors, LLC11,145
0.0% of portfolio›$202.3K
Cromwell Holdings LLC10,973
0.1% of portfolio›$199.2K
Traveka Wealth, LLC10,887
0.1% of portfolio›$197.6K
Genus Capital Management Inc.10,620
0.0% of portfolio›$192.8K
Personal CFO Solutions, LLC10,429
0.0% of portfolio›$189.3K
Greenleaf Trust10,358
0.0% of portfolio›$188.0K
Cullen T Bankers, Inc.5,554
0.0% of portfolio›$100.8K
GHP Investment Advisors, Inc.5,114
0.0% of portfolio›$92.8K
Parkside Financial Bank & Trust4,981
0.0% of portfolio›$90.4K
Mather Group, Llc.4,723
0.0% of portfolio›$85.7K
True Wealth Design, LLC4,619
0.0% of portfolio›$83.8K
Spire Wealth Management4,000
0.0% of portfolio›$72.6K
Owl Creek Wealth Partners LLC3,819
0.0% of portfolio›$69.3K
Allworth Financial LP3,813
0.0% of portfolio›$67.2K
Private Trust Co NA3,503
0.0% of portfolio›$63.6K
Manchester Capital Management LLC3,347
0.0% of portfolio›$60.7K
Salomon & Ludwin, LLC2,599
0.0% of portfolio›$47.2K
Zions Bancorporation, National Association2,330
0.0% of portfolio›$42.3K
James T. Borello RIA2,092
0.0% of portfolio›$38.0K
Lanark Financial, Inc.2,066
0.0% of portfolio›$37.5K
Rachor Investment Advisory Services, LLC2,045
0.0% of portfolio›$37.1K
American National Bank & Trust1,771
0.0% of portfolio›$32.1K
Barclays PLC1,699
0.0% of portfolio›$30.8K
Miller Global Investments, LLC1,481
0.0% of portfolio›$26.9K
JFS Wealth Advisors, LLC1,478
0.0% of portfolio›$26.8K
Root Financial Partners, LLC1,423
0.0% of portfolio›$25.8K
Silver Grove Financial Group, Inc.1,220
0.0% of portfolio›$22.2K
Addison Advisors LLC1,017
0.0% of portfolio›$18.5K
Bare Financial Services, Inc964
0.0% of portfolio›$17.5K
Grove Bank & Trust928
0.0% of portfolio›$16.8K
IFP Advisors, Inc875
0.0% of portfolio›$15.9K
Eastern Bank851
0.0% of portfolio›$15.4K
Retirement Wealth Solutions LLC819
0.0% of portfolio›$14.9K
Triumph Capital Management802
0.0% of portfolio›$14.6K
Highline Wealth Partners LLC775
0.0% of portfolio›$14.1K
SJS Investment Consulting Inc.774
0.0% of portfolio›$14.0K
Nisa Investment Advisors, LLC741
0.0% of portfolio›$13.4K
Bell Investment Advisors, Inc730
0.0% of portfolio›$13.3K
WPG Advisers, LLC722
0.0% of portfolio›$13.1K
Signature Equity Partners, LLC703
0.0% of portfolio›$12.8K
Proathlete Wealth Management LLC689
0.0% of portfolio›$12.5K
West Financial Advisors, LLC681
0.0% of portfolio›$12.4K
Key FInancial Inc628
0.0% of portfolio›$11.4K
City State Bank525
0.0% of portfolio›$9.5K
Essential Partners LLC495
0.0% of portfolio›$9.0K
Elevation Wealth Partners, LLC489
0.0% of portfolio›$8.9K
United Financial Planning Group LLC480
0.0% of portfolio›$8.7K
Elyxium Wealth, LLC444
0.0% of portfolio›$8.1K
Pinnacle Bancorp, Inc.424
0.0% of portfolio›$7.7K
Physician Wealth Advisors, Inc.402
0.0% of portfolio›$7.3K
Ascentis Wealth Management, LLC400
0.0% of portfolio›$7.3K
Creative Capital Management Investments LLC394
0.0% of portfolio›$7.2K
Moisand Fitzgerald Tamayo, LLC379
0.0% of portfolio›$6.9K
Financial Consulate, Inc367
0.0% of portfolio›$6.7K
Winch Advisory Services, LLC341
0.0% of portfolio›$6.2K
Ares Financial Consulting, LLC326
0.0% of portfolio›$5.9K
UMB Bank, n.a.319
0.0% of portfolio›$5.8K
Jnba Financial Advisors307
0.0% of portfolio›$5.6K
Atlantic Edge Private Wealth Management, LLC300
0.0% of portfolio›$5.4K
Arlington Trust Co LLC288
0.0% of portfolio›$5.2K
UMB Private Wealth Management, LLC275
0.0% of portfolio›$5.0K
Plante Moran Financial Advisors, LLC266
0.0% of portfolio›$4.8K
Rossby Financial, LCC259
0.0% of portfolio›$4.7K
North Star Investment Management Corp.245
0.0% of portfolio›$4.4K
CX Institutional234
0.0% of portfolio›$4
Acumen Wealth Advisors, LLC222
0.0% of portfolio›$4.0K
Hughes Financial Services, LLC205
0.0% of portfolio›$3.5K
Planning Strategies Inc.205
0.0% of portfolio›$3.7K
Lodestone Wealth Management LLC197
0.0% of portfolio›$3.6K
City Holding Co195
0.0% of portfolio›$3.5K
Activest Wealth Management178
0.0% of portfolio›$3.2K
Harbor Investment Advisory, LLC177
0.0% of portfolio›$3.2K
Key Capital Management, Inc168
0.0% of portfolio›$3.0K
Fairway Wealth LLC155
0.0% of portfolio›$2.8K
Nemes Rush Group LLC154
0.0% of portfolio›$2.8K
Armstrong Advisory Group, Inc146
0.0% of portfolio›$2.7K
Independence Bank of Kentucky134
0.0% of portfolio›$2.4K
Central Trust Co132
0.0% of portfolio›$2.4K
Albion Financial Group128
0.0% of portfolio›$2.3K
Jacobi Capital Management LLC125
0.0% of portfolio›$2.3K
Downshift Financial, LLC117
0.0% of portfolio›$2.1K
MV Capital Management, Inc.105
0.0% of portfolio›$1.9K
Burk Holdings LLC100
0.0% of portfolio›$1.8K
Kings Path Partners LLC100
0.0% of portfolio›$1.8K
American Capital Advisory, LLC91
0.0% of portfolio›$1.7K
Trust Co of Vermont84
0.0% of portfolio›$1.5K
CoreCap Advisors, LLC83
0.0% of portfolio›$1.5K
Brown, Lisle Ings, Inc.80
0.0% of portfolio›$1.5K
Caldwell Trust Co76
0.0% of portfolio›$1.4K
Creative Financial Designs Inc74
0.0% of portfolio›$1.3K
Godsey & Gibb, Inc71
0.0% of portfolio›$1.3K
Financial Network Wealth Advisors LLC59
0.0% of portfolio›$1.1K
Monetary Solutions, Ltd56
0.0% of portfolio›$1.0K
Center for Financial Planning, Inc.46
0.0% of portfolio›$834
StrongBox Wealth, LLC32
0.0% of portfolio›$581
Asset Dedication, LLC31
0.0% of portfolio›$563
Abound Wealth Management30
0.0% of portfolio›$545
Mosley Wealth Management22
0.0% of portfolio›$384
Gilpin Wealth Management, LLC22
0.0% of portfolio›$400
Decker Retirement Planning Inc.15
0.0% of portfolio›$264
Compass Financial Management LLC11
0.0% of portfolio›$200
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,232,256$95.0M0.0%IndexLowAustin, TX2026-11-04
Todd Asset Management LLC
3,106,431$56.4M1.0%ValueMediumLouisville, KY2026-10-27
ABC Arbitrage SA
1,839,430$33.4M3.3%YieldVery HighParis, India2026-10-23
Fisher Asset Management, LLC
1,654,512$30.0M0.0%CoreLowPlano, TX2026-11-06
Citigroup Inc
1,301,409$23.6M0.0%CoreMediumNew York, NY2026-11-04
Crossmark Global Holdings, Inc.
972,386$17.6M0.2%GARPMediumHouston, TX2026-10-21
BI Asset Management Fondsmaeglerselskab A/S
965,966$17.5K0.0%CoreMediumKobenhavn, Greece2026-10-22
LPL Financial LLC
510,654$9.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Creative Planning
486,300$8.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Ritholtz Wealth Management
463,218$8.4M0.1%IndexLowNew York, NY2026-11-05
Bank of New York Mellon Corp
460,026$8.3M0.0%CoreLowNew York, NY2026-11-05
US Bancorp \de\
454,147$8.2M0.0%IndexLowMinneapolis, MN2026-11-05
Eagle Global Advisors LLC
358,364$6.5M0.2%CoreLowHouston, TX2026-11-02
Capricorn Fund Managers Ltd
356,200$6.5M0.6%GARPVery HighLondon, United Kingdom2026-11-03
Gradient Investments LLC
337,583$6.1M0.1%CoreMediumArden Hills, MN2026-10-08
Ethic Inc.
278,883$5.1M0.1%CoreLowNew York, NY2026-11-03
Russell Investments Group, Ltd.
228,003$4.1M0.0%CoreLowSeattle, WA2026-11-06
Quadrant Capital Group LLC
181,805$3.2M0.1%CoreLowCincinnati, OH2026-10-20
Sanders Capital, LLC
175,534$3.2M0.0%GARPMediumWest Palm Beach, FL2026-11-02
Oppenheimer Asset Management Inc.
168,389$3.1M0.0%CoreMediumNew York, NY2026-10-27
Assetmark, Inc
162,046$2.9M0.0%ETFLowConcord, CA2026-10-21
Vise Technologies, Inc.
139,310$2.5M0.0%IndexLowNew York, NY2026-10-29
Evergreen Capital Management LLC
108,823$2.0M0.0%GARPMediumBellevue, WA2026-10-23
Elevation Point Wealth Partners, LLC
102,943$1.9M0.0%CoreHighDenver, CO2026-11-05
Savant Capital, LLC
101,142$1.8M0.0%IndexVery LowRockford, IL2026-11-06
Wealth Enhancement Advisory Services, LLC
99,042$1.7M0.0%CoreLowPlymouth, MN2026-10-13
PNC Financial Services Group, Inc.
98,547$1.8M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Park Avenue Securities LLC
88,154$1.6K0.0%ETFMediumNew York, NY2026-10-26
Atria Investments, Inc
87,970$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Signaturefd, LLC
86,596$1.6M0.0%IndexLowAtlanta, GA2026-10-23
Compound Planning, Inc.
79,236$1.4M0.0%CoreLowNew York, NY2026-11-05
Kathmere Capital Management, LLC
73,308$1.3M0.1%ETFLowWayne, PA2026-10-20
Provenance Wealth Advisors, LLC
69,744$1.3M0.1%ETFLowFort Lauderdale, FL2026-10-30
Truist Financial Corp
66,971$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Aaron Wealth Advisors LLC
66,227$1.2M0.1%GrowthMediumChicago, IL2026-10-13
GC Wealth Management RIA, LLC
65,993$1.2M0.1%GrowthMediumCambridge, MA2026-11-02
Legacy Wealth Asset Management, LLC
65,644$1.2M0.3%GARPMediumWoodbury, MN2026-10-09
First Command Advisory Services, Inc.
63,130$1.1M0.0%IndexLowFort Worth, TX2026-11-05
Fifth Third Bancorp
60,373$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Allspring Global Investments Holdings, LLC
58,913$1.0M0.0%CoreMediumCharlotte, NC2026-11-04
OpenArc Corporate Advisory, LLC
57,743$1.0M0.0%GrowthLowAtlanta, GA2026-10-21
Baron Wealth Management LLC
57,286$1.0M0.3%CoreLowTroy, MI2026-10-27
Oppenheimer & Co Inc
56,159$1.0M0.0%CoreLowNew York, NY2026-10-26
Keybank National Association
56,020$1.0M0.0%CoreLowBrooklyn, OH2026-11-04
Choreo, LLC
51,268$930.5K0.0%IndexLowRockford, IL2026-10-28
Transmarket Holdings LP
50,886$923.6K0.5%Deep ValueVery HighChicago, IL2026-10-27
LVW Advisors, LLC
50,697$920.2K0.1%CoreMediumPittsford, NY2026-10-19
Concurrent Investment Advisors, LLC
49,345$895.6K0.0%GrowthMediumTampa, FL2026-10-16
Merit Financial Group, LLC
42,831$777.4K0.0%ETFLowAlpharetta, GA2026-11-06
Blue Trust, Inc.
42,653$774.2K0.0%ETFLowBrentwood, TN2026-10-15
Sterling Capital Management LLC
40,663$738.0K0.0%GARPMediumCharlotte, NC2026-10-22
FCG Investment Co
40,564$736.2K0.2%GrowthHighGermantown, TN2026-10-13
D'Orazio & Associates, Inc.
40,040$726.7K0.1%ETFLowVienna, VA2026-11-04
Davenport & Co LLC
38,944$706.8K0.0%CoreMediumRichmond, VA2026-10-14
Rose Capital Advisors LLC
36,394$660.6K0.2%ETFN/AMiami Beach, FL2026-11-04
Farther Finance Advisors, LLC
33,501$608.0K0.0%IndexLowSan Francisco, CA2026-10-08
Versant Capital Management, Inc
33,437$606.9K0.1%GARPLowPhoenix, AZ2026-10-02
Old National Bancorp
32,828$595.8K0.0%CoreLowEvansville, IN2026-10-20
Summit Global Investments
32,369$5870.0%CoreMediumBountiful, UT2026-10-28
HB Wealth Management, LLC
31,600$573.5K0.0%IndexVery LowAtlanta, GA2026-10-23
Sagespring Wealth Partners, LLC
28,951$525.5K0.0%ETFLowFranklin, TN2026-10-22
HUB Investment Partners, LLC
28,532$517.9K0.0%GrowthLowAustin, TX2026-11-03
J.Safra Asset Management Corp
27,356$496.5K0.0%ETFLowNew York, NY2026-11-03
Kestra Advisory Services, LLC
27,309$495.7K0.0%CoreLowAustin, TX2026-11-02
Gamma Investing LLC
25,626$465.1K0.0%IndexVery LowFoster City, CA2026-10-08
SYM Financial Corp
25,397$461.0K0.0%ETFVery LowWinona Lake, IN2026-10-26
Prospera Financial Services Inc
23,873$369.4K0.0%CoreMediumDallas, TX2026-11-04
TD Private Client Wealth LLC
22,758$413.1K0.0%ETFLowNew York, NY2026-10-28
Hardy Reed LLC
22,321$405.1K0.0%ETFVery LowTupelo, MS2026-11-06
Pinnacle Wealth Planning Services, Inc.
22,287$404.5K0.0%GARPLowMansfield, OH2026-10-27
Valeo Financial Advisors, LLC
22,082$400.8K0.0%ETFLowCarmel, IN2026-10-08
Certior Financial Group, LLC
21,136$383.6K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Ascent Group, LLC
20,854$378.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Anchyra Partners LLC
20,528$372.6K0.1%CoreLowAtlanta, GA2026-10-13
Aprio Wealth Management, LLC
20,312$368.7K0.0%ETFMediumAtlanta, GA2026-10-28
May Hill Capital, LLC
20,065$364.2K0.1%ETFLowCohasset, MA2026-11-03
Gallacher Capital Management LLC
19,254$349.5K0.3%ValueMediumLone Tree, CO2026-10-30
Perigon Wealth Management, LLC
17,719$321.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Xponance LLC
17,604$319.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Parallel Advisors, LLC
17,269$313.4K0.0%IndexLowSan Francisco, CA2026-11-03
Wedbush Securities Inc
16,417$2980.0%CoreLowPasadena, CA2026-10-22
Athena Wealth Management, LLC
16,260$295.1K0.2%GARPMediumReno, NV2026-10-09
Larry Mathis Financial Planning, LLC
16,161$293.3K0.2%ValueHighPhoenix, AZ2026-10-26
55 North Private Wealth, LLC
16,100$292.2K0.1%ETFLowWinter Park, FL2026-10-20
First Affirmative Financial Network
15,863$287.9K0.1%CoreN/AColorado Springs, CO2026-10-21
Trust Point Inc.
15,587$282.9K0.0%CoreMediumLa Crosse, WI2026-10-27
Diversify Wealth Management, LLC
15,578$272.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
15,578$272.1K0.0%GrowthLowSandy, UT2026-10-20
EverSource Wealth Advisors, LLC
15,556$282.3K0.0%CoreMediumBirmingham, AL2026-11-04
PDS Planning, Inc
15,283$277.4K0.0%IndexVery LowDublin, OH2026-11-03
Commonwealth Equity Services, LLC
15,269$277.1K0.0%ETFLowWaltham, MA2026-11-02
Apollon Wealth Management, LLC
15,216$276.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Baldwin Wealth Partners LLC
14,840$269.3K0.0%GrowthLowMarion, MA2026-10-13
Fulton Bank, N.A.
14,780$268.3K0.0%CoreLowLancaster, PA2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
14,678$266.4K0.0%GrowthVery LowSeattle, WA2026-10-27
Clearstead Advisors, LLC
14,429$261.9K0.0%ETFLowCleveland, OH2026-11-06
Prime Capital Investment Advisors, LLC
14,186$257.5K0.0%ETFLowOverland Park, KS2026-10-20
TD Waterhouse Canada Inc.
14,170$246.5K0.0%CoreLowToronto, Australia2026-10-16
Riversedge Advisors, LLC
13,274$240.9K0.0%ETFMediumWilmington, DE2026-10-09
Hilltop National Bank
13,124$238.2K0.1%CoreLowCasper, WY2026-10-14
Scheeler Financial LLC
12,808$232.5K0.2%CoreN/AWest Chester, OH2026-10-13
Larson Financial Group LLC
12,801$232.3K0.0%GrowthLowSt Louis, MO2026-11-05
SBI Securities Co., Ltd.
12,719$230.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Five Oceans Advisors
12,684$230.2K0.1%ETFVery LowCarlsbad, CA2026-10-22
Axxcess Wealth Management, LLC
12,312$223.5K0.0%CoreLowCarlsbad, CA2026-10-21
Sage Rhino Capital LLC
12,295$223.2K0.0%ETFLowMenlo Park, CA2026-10-28
Manske Wealth Management
12,288$223.0K0.1%ValueVery LowHouston, TX2026-10-26
Dynamic Advisor Solutions LLC
12,189$221.2K0.0%ETFLowPhoenix, AZ2026-10-13
Brighton Jones LLC
11,865$215.4K0.0%CoreVery LowSeattle, WA2026-11-03
Level Four Advisory Services, LLC
11,718$212.7K0.0%CoreLowDallas, TX2026-11-06
Abel Hall, LLC
11,326$205.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Angeles Wealth Management, LLC
11,256$204.3K0.0%ETFLowSanta Monica, CA2026-10-26
Wedmont Private Capital
11,216$192.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Lido Advisors, LLC
11,145$202.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Cromwell Holdings LLC
10,973$199.2K0.1%IndexLowJackson, WY2026-10-28
Traveka Wealth, LLC
10,887$197.6K0.1%ETFLowLos Altos, CA2026-10-19
Genus Capital Management Inc.
10,620$192.8K0.0%GARPHighVancouver, UAE2026-11-04
Personal CFO Solutions, LLC
10,429$189.3K0.0%CoreMediumChester, NJ2026-11-06
Greenleaf Trust
10,358$188.0K0.0%CoreLowKalamazoo, MI2026-10-29
Cullen T Bankers, Inc.
5,554$100.8K0.0%GrowthLowSan Antonio, TX2026-10-28
GHP Investment Advisors, Inc.
5,114$92.8K0.0%CoreVery LowDenver, CO2026-10-15
Parkside Financial Bank & Trust
4,981$90.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
4,723$85.7K0.0%ETFMediumChicago, IL2026-10-14
True Wealth Design, LLC
4,619$83.8K0.0%ETFMediumAkron, OH2026-10-13
Spire Wealth Management
4,000$72.6K0.0%GrowthMediumMclean, VA2026-10-30
Owl Creek Wealth Partners LLC
3,819$69.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Allworth Financial LP
3,813$67.2K0.0%IndexLowFolsom, CA2026-11-06
Private Trust Co NA
3,503$63.6K0.0%CoreLowCleveland, OH2026-10-20
Manchester Capital Management LLC
3,347$60.7K0.0%CoreLowManchester, VT2026-10-22
Salomon & Ludwin, LLC
2,599$47.2K0.0%ETFVery LowRichmond, VA2026-10-29
Zions Bancorporation, National Association
2,330$42.3K0.0%CoreMediumSalt Lake City, UT2026-11-06
James T. Borello RIA
2,092$38.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Lanark Financial, Inc.
2,066$37.5K0.0%CoreMediumBirmingham, AL2026-10-26
Rachor Investment Advisory Services, LLC
2,045$37.1K0.0%ETFVery LowLinden, MI2026-10-29
American National Bank & Trust
1,771$32.1K0.0%CoreVery LowWichita Falls, TX2026-10-07
Barclays PLC
1,699$30.8K0.0%CoreMediumLondon, United Kingdom2026-11-06
Miller Global Investments, LLC
1,481$26.9K0.0%ValueMediumDallas, TX2026-10-02
JFS Wealth Advisors, LLC
1,478$26.8K0.0%ETFVery LowHermitage, PA2026-11-03
Root Financial Partners, LLC
1,423$25.8K0.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
1,220$22.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Addison Advisors LLC
1,017$18.5K0.0%ETFLowMiddlebury, VT2026-11-06
Bare Financial Services, Inc
964$17.5K0.0%ETFVery LowGap, PA2026-11-04
Grove Bank & Trust
928$16.8K0.0%ETFLowMiami, FL2026-10-08
IFP Advisors, Inc
875$15.9K0.0%GrowthLowTampa, FL2026-10-16
Eastern Bank
851$15.4K0.0%GrowthMediumBoston, MA2026-10-05
Retirement Wealth Solutions LLC
819$14.9K0.0%ETFLowMarshfield, WI2026-10-07
Triumph Capital Management
802$14.6K0.0%ETFMediumDenver, CO2026-10-14
Highline Wealth Partners LLC
775$14.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
SJS Investment Consulting Inc.
774$14.0K0.0%ETFVery LowSylvania, OH2026-10-26
Nisa Investment Advisors, LLC
741$13.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Bell Investment Advisors, Inc
730$13.3K0.0%ETFVery LowOrinda, CA2026-10-29
WPG Advisers, LLC
722$13.1K0.0%CoreLowBaltimore, MD2026-10-27
Signature Equity Partners, LLC
703$12.8K0.0%GrowthMediumColumbus, OH2026-10-29
Proathlete Wealth Management LLC
689$12.5K0.0%ETFVery LowBoca Raton, FL2026-10-15
West Financial Advisors, LLC
681$12.4K0.0%ETFLowDes Moines, IA2026-10-22
Key FInancial Inc
628$11.4K0.0%ETFLowWest Chester, PA2026-11-02
City State Bank
525$9.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Essential Partners LLC
495$9.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Elevation Wealth Partners, LLC
489$8.9K0.0%ETFLowWalnut Creek, CA2026-10-07
United Financial Planning Group LLC
480$8.7K0.0%ETFHighHauppauge, NY2026-11-04
Elyxium Wealth, LLC
444$8.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pinnacle Bancorp, Inc.
424$7.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Physician Wealth Advisors, Inc.
402$7.3K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Wealth Management, LLC
400$7.3K0.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
394$7.2K0.0%ETFLowSan Diego, CA2026-10-28
Moisand Fitzgerald Tamayo, LLC
379$6.9K0.0%ETFVery LowOrlando, FL2026-10-15
Financial Consulate, Inc
367$6.7K0.0%ETFLowHunt Valley, MD2026-10-23
Winch Advisory Services, LLC
341$6.2K0.0%GrowthVery LowAppleton, WI2026-11-06
Ares Financial Consulting, LLC
326$5.9K0.0%CoreLowCalabasas, CA2026-10-19
UMB Bank, n.a.
319$5.8K0.0%CoreLowKansas City, MO2026-11-06
Jnba Financial Advisors
307$5.6K0.0%ETFMediumBloomington, MN2026-11-03
Atlantic Edge Private Wealth Management, LLC
300$5.4K0.0%CoreLowJacksonville, FL2026-10-20
Arlington Trust Co LLC
288$5.2K0.0%ETFMediumBirmingham, AL2026-10-20
UMB Private Wealth Management, LLC
275$5.0K0.0%GrowthN/AKansas City, MO2026-10-19
Plante Moran Financial Advisors, LLC
266$4.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Rossby Financial, LCC
259$4.7K0.0%ETFMediumMelbourne, FL2026-11-05
North Star Investment Management Corp.
245$4.4K0.0%CoreLowChicago, IL2026-10-27
CX Institutional
234$40.0%CoreMediumAuburn, IN2026-10-02
Acumen Wealth Advisors, LLC
222$4.0K0.0%GrowthHighChattanooga, TN2026-11-05
Hughes Financial Services, LLC
205$3.5K0.0%ETFLowHerndon, VA2026-10-30
Planning Strategies Inc.
205$3.7K0.0%ETFN/ALancaster, PA2026-10-02
Lodestone Wealth Management LLC
197$3.6K0.0%CoreLowSpokane, WA2026-10-14
City Holding Co
195$3.5K0.0%CoreLowCharleston, WV2026-10-19
Activest Wealth Management
178$3.2K0.0%ETFLowAventura, FL2026-10-15
Harbor Investment Advisory, LLC
177$3.2K0.0%GrowthLowLutherville, MD2026-10-13
Key Capital Management, Inc
168$3.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Fairway Wealth LLC
155$2.8K0.0%ETFLowIndependence, OH2026-10-30
Nemes Rush Group LLC
154$2.8K0.0%CoreVery LowNovi, MI2026-11-04
Armstrong Advisory Group, Inc
146$2.7K0.0%ETFHighNeedham, MA2026-10-09
Independence Bank of Kentucky
134$2.4K0.0%GrowthLowOwensboro, KY2026-10-26
Central Trust Co
132$2.4K0.0%CoreLowJefferson City, MO2026-11-05
Albion Financial Group
128$2.3K0.0%GrowthLowSalt Lake City, UT2026-10-21
Jacobi Capital Management LLC
125$2.3K0.0%CoreLowPittston, PA2026-11-05
Downshift Financial, LLC
117$2.1K0.0%ETFLowBoulder, CO2026-10-13
MV Capital Management, Inc.
105$1.9K0.0%ETFLowBethesda, MD2026-10-29
Burk Holdings LLC
100$1.8K0.0%ETFVery LowTulsa, OK2026-11-05
Kings Path Partners LLC
100$1.8K0.0%ETFVery LowSugar Land, TX2026-10-21
American Capital Advisory, LLC
91$1.7K0.0%ETFLowKetchum, ID2026-10-28
Trust Co of Vermont
84$1.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
CoreCap Advisors, LLC
83$1.5K0.0%ETFMediumSouthfield, MI2026-10-08
Brown, Lisle Ings, Inc.
80$1.5K0.0%CoreVery LowProvidence, RI2026-10-16
Caldwell Trust Co
76$1.4K0.0%GrowthLowVenice, FL2026-10-30
Creative Financial Designs Inc
74$1.3K0.0%ETFMediumKokomo, IN2026-11-04
Godsey & Gibb, Inc
71$1.3K0.0%CoreLowRichmond, VA2026-10-14
Financial Network Wealth Advisors LLC
59$1.1K0.0%ETFLowMurray, UT2026-10-28
Monetary Solutions, Ltd
56$1.0K0.0%ETFVery LowDayton, OH2026-10-22
Center for Financial Planning, Inc.
46$8340.0%ETFLowSouthfied, MI2026-10-26
StrongBox Wealth, LLC
32$5810.0%GrowthLowLee'S Summit, MO2026-11-02
Asset Dedication, LLC
31$5630.0%ETFLowSan Francisco, CA2026-11-03
Abound Wealth Management
30$5450.0%ETFVery LowFranklin, TN2026-10-26
Mosley Wealth Management
22$3840.0%ETFHighAnaheim, CA2026-10-16
Gilpin Wealth Management, LLC
22$4000.0%GrowthLowDenver, CO2026-10-09
Decker Retirement Planning Inc.
15$2640.0%Agg GrowthVery HighLevi, UT2026-10-19
Compass Financial Management LLC
11$2000.0%CoreN/ATampa, FL2026-10-30