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Ncino Inc (NCNO)

CUSIP: 63947X101 | NYSE | Technology · Software - Application | Small Cap | 753 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/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
13GVanguard Capital Management LLC5,295,8795.0%New 5%+ stakeSep 30, 20264,462,308 sh (Jun 30, 2026)
13G/ASenvest Management, LLC7,326,1966.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13GVanguard Capital Management LLC5,295,879
5.0% of class · Sep 30, 2026New 5%+ stake
4,462,308 sh (Jun 30, 2026)
13G/ASenvest Management, LLC7,326,196
6.7% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Bank of Montreal5,620,884
0.0% of portfolio›$101.9M
Geode Capital Management, LLC2,831,897
0.0% of portfolio›$51.4M
Dimensional Fund Advisors LP2,388,293
0.0% of portfolio›$43.3M
Conestoga Capital Advisors, LLC1,670,675
0.9% of portfolio›$30.3M
Algebris (UK) LTD1,167,800
1.2% of portfolio›$21.2M
Ranger Investment Management, L.P.926,529
1.6% of portfolio›$16.8M
Bank of New York Mellon Corp601,985
0.0% of portfolio›$10.9M
Principal Financial Group Inc481,092
0.0% of portfolio›$8.7M
Brown Capital Management LLC310,040
1.1% of portfolio›$5.6M
Nicholas Company, Inc.289,043
0.1% of portfolio›$5.2M
Fifth Third Bancorp285,754
0.0% of portfolio›$5.2M
Russell Investments Group, Ltd.280,298
0.0% of portfolio›$5.1M
Squarepoint Ops LLC277,607
0.0% of portfolio›$5.0M
Robeco Institutional Asset Management B.V.201,441
0.0% of portfolio›$3.7M
Peregrine Capital Management LLC198,527
0.1% of portfolio›$3.6M
Sepio Capital, LP189,047
0.1% of portfolio›$3.4M
Creative Planning144,132
0.0% of portfolio›$2.6M
Wealth Enhancement Advisory Services, LLC116,941
0.0% of portfolio›$2.0M
Deutsche Bank Ag\108,867
0.0% of portfolio›$2.0M
Picton Mahoney Asset Management93,109
0.0% of portfolio›$1.7M
Motley Fool Asset Management LLC92,387
0.1% of portfolio›$1.7M
Citigroup Inc90,639
0.0% of portfolio›$1.6M
Edgestream Partners, L.P.77,793
0.0% of portfolio›$1.4M
Trust Co of the South77,722
0.2% of portfolio›$1.4M
Gagnon Securities LLC73,495
0.2% of portfolio›$1.3M
Jackson Creek Investment Advisors LLC73,396
0.0% of portfolio›$1.3K
Sigma Planning Corp70,000
0.0% of portfolio›$1.3M
D.A. Davidson & Co.62,939
0.0% of portfolio›$1.1M
State of New Jersey Common Pension Fund D57,608
0.0% of portfolio›$1.0M
CenterBook Partners LP55,221
0.0% of portfolio›$1.0M
Friedenthal Financial54,891
0.4% of portfolio›$995.2K
Chicago Capital, LLC47,507
0.0% of portfolio›$861.3K
LPL Financial LLC44,668
0.0% of portfolio›$809.8K
Barclays PLC44,022
0.0% of portfolio›$798.1K
Cambridge Investment Research Advisors, Inc.43,764
0.0% of portfolio›$793
State of Wyoming41,001
0.1% of portfolio›$743.3K
Y-Intercept (Hong Kong) Ltd36,976
0.0% of portfolio›$670.4K
Angeles Wealth Management, LLC36,010
0.0% of portfolio›$652.9K
Integrity Alliance, Llc.31,007
0.0% of portfolio›$562.2K
Police & Firemen's Retirement System of New Jersey30,794
0.0% of portfolio›$558.3K
Daiwa Securities Group Inc.30,354
0.0% of portfolio›$550.3K
Arizona State Retirement System27,758
0.0% of portfolio›$503.3K
Handelsbanken Fonder AB26,400
0.0% of portfolio›$479
Fulcrum Asset Management LLP26,040
0.0% of portfolio›$467.4K
Chicago Partners Investment Group LLC24,615
0.0% of portfolio›$570.3K
Brighton Jones LLC23,573
0.0% of portfolio›$427.4K
HB Wealth Management, LLC23,506
0.0% of portfolio›$426.2K
Merit Financial Group, LLC22,417
0.0% of portfolio›$406.4K
Kornitzer Capital Management Inc21,716
0.0% of portfolio›$393.7K
Cowa, LLC21,650
0.1% of portfolio›$392.5K
Harbor Capital Advisors, Inc.21,241
0.0% of portfolio›$385
Virginia Retirement Systems ET Al20,900
0.0% of portfolio›$378.9K
Diversify Advisory Services, LLC18,744
0.0% of portfolio›$395.9K
Diversify Wealth Management, LLC18,744
0.0% of portfolio›$395.9K
NorthCrest Asset Manangement, LLC17,522
0.0% of portfolio›$344.8K
Legacy Advisors, LLC17,360
0.0% of portfolio›$314.7K
Kings Path Partners LLC17,215
0.1% of portfolio›$312.1K
US Bancorp \de\17,070
0.0% of portfolio›$309.5K
Truist Financial Corp16,873
0.0% of portfolio›$305.9K
First Bank & Trust16,583
0.0% of portfolio›$300.7K
Atria Investments, Inc16,007
0.0% of portfolio›$290.2K
Smith Group Asset Management, LLC15,930
0.0% of portfolio›$288.8K
Savant Capital, LLC15,906
0.0% of portfolio›$288.4K
Pictet Asset Management Holding SA14,380
0.0% of portfolio›$260.7K
AlphaCore Capital LLC13,996
0.0% of portfolio›$253.7K
Olympiad Research LP13,847
0.3% of portfolio›$251.0K
Krilogy Financial LLC13,736
0.0% of portfolio›$268.4K
ProShare Advisors LLC13,500
0.0% of portfolio›$244.8K
Allworth Financial LP13,291
0.0% of portfolio›$217.3K
Themes Management Co LLC12,707
0.2% of portfolio›$230.4K
Caitong International Asset Management Co., Ltd12,317
0.0% of portfolio›$223.3K
Oppenheimer Asset Management Inc.11,455
0.0% of portfolio›$207.7K
Commonwealth Equity Services, LLC11,356
0.0% of portfolio›$205.9K
Daymark Wealth Partners, LLC11,346
0.0% of portfolio›$205.7K
Steel Grove Capital Advisors, LLC11,243
0.0% of portfolio›$203.8K
Xponance LLC10,195
0.0% of portfolio›$184.8K
SBI Securities Co., Ltd.9,532
0.0% of portfolio›$172.8K
EverSource Wealth Advisors, LLC8,338
0.0% of portfolio›$151.2K
Signaturefd, LLC7,937
0.0% of portfolio›$143.9K
State of Alaska, Department of Revenue5,387
0.0% of portfolio›$97
Hantz Financial Services, Inc.4,996
0.0% of portfolio›$91
Root Financial Partners, LLC4,437
0.0% of portfolio›$80.4K
Essential Partners LLC4,270
0.0% of portfolio›$77.4K
Hilton Head Capital Partners, LLC4,252
0.0% of portfolio›$77.1K
Sterling Capital Management LLC3,458
0.0% of portfolio›$62.7K
KBC Group NV3,442
0.0% of portfolio›$62
Hilltop National Bank3,209
0.0% of portfolio›$58.2K
Birch Financial Group, LLC2,609
0.0% of portfolio›$47.3K
Farther Finance Advisors, LLC2,558
0.0% of portfolio›$46.4K
PNC Financial Services Group, Inc.2,444
0.0% of portfolio›$44.3K
Versant Capital Management, Inc2,412
0.0% of portfolio›$43.7K
Gamma Investing LLC2,227
0.0% of portfolio›$40.4K
Larson Financial Group LLC2,201
0.0% of portfolio›$39.9K
Asset Management One Co., Ltd.2,155
0.0% of portfolio›$39.1K
True Wealth Design, LLC1,765
0.0% of portfolio›$32.0K
Parallel Advisors, LLC1,689
0.0% of portfolio›$30.6K
Nisa Investment Advisors, LLC1,651
0.0% of portfolio›$29.9K
Nykredit A/S1,278
0.0% of portfolio›$23.2K
Quent Capital, LLC1,266
0.0% of portfolio›$28.8K
Summit Securities Group LLC880
0.0% of portfolio›$16.0K
Ascentis Independent Advisors750
0.0% of portfolio›$13.6K
Provenance Wealth Advisors, LLC686
0.0% of portfolio›$12.4K
Elyxium Wealth, LLC507
0.0% of portfolio›$9.2K
SJS Investment Consulting Inc.476
0.0% of portfolio›$8.6K
Covestor Ltd397
0.0% of portfolio›$7
Private Trust Co NA382
0.0% of portfolio›$6.9K
Highline Wealth Partners LLC327
0.0% of portfolio›$5.9K
First Horizon Corp313
0.0% of portfolio›$5.7K
WPG Advisers, LLC270
0.0% of portfolio›$4.9K
Zions Bancorporation, National Association256
0.0% of portfolio›$4.6K
Private Wealth Management Group, LLC238
0.0% of portfolio›$4.3K
Cedar Mountain Advisors, LLC223
0.0% of portfolio›$4.0K
Buck Wealth Strategies, LLC217
0.0% of portfolio›$3.9K
GK Wealth Management LLC188
0.0% of portfolio›$3.4K
Wolff Wiese Magana LLC172
0.0% of portfolio›$3.1K
Washington Trust Advisors, Inc.128
0.0% of portfolio›$2.3K
CrossGen Wealth, LLC80
0.0% of portfolio›$1.5K
Parkside Financial Bank & Trust75
0.0% of portfolio›$1.4K
Silver Grove Financial Group, Inc.73
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.64
0.0% of portfolio›$1.2K
First Command Advisory Services, Inc.48
0.0% of portfolio›$870
Financial Network Wealth Advisors LLC32
0.0% of portfolio›$580
Capital Advisors, Ltd. LLC25
0.0% of portfolio›$0
MV Capital Management, Inc.21
0.0% of portfolio›$381
JFS Wealth Advisors, LLC20
0.0% of portfolio›$363
Cromwell Holdings LLC17
0.0% of portfolio›$308
IFP Advisors, Inc17
0.0% of portfolio›$308
Clearstead Advisors, LLC16
0.0% of portfolio›$291
Fortitude Family Office, LLC16
0.0% of portfolio›$290
SouthState Bank Corp10
0.0% of portfolio›$182
Creative Capital Management Investments LLC9
0.0% of portfolio›$163
TFC Financial Management, Inc.1
0.0% of portfolio›$19
DecisionPoint Financial, LLC1
0.0% of portfolio›$20
Hughes Financial Services, LLC1
0.0% of portfolio›$22
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$18
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$19
StyleTurnoverLocationFiled
Bank of Montreal
5,620,884$101.9M0.0%CoreMediumToronto, Australia2026-11-09
Geode Capital Management, LLC
2,831,897$51.4M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
2,388,293$43.3M0.0%IndexLowAustin, TX2026-11-04
Conestoga Capital Advisors, LLC
1,670,675$30.3M0.9%CoreLowWayne, PA2026-11-02
Algebris (UK) LTD
1,167,800$21.2M1.2%YieldHighLondon, United Kingdom2026-11-06
Ranger Investment Management, L.P.
926,529$16.8M1.6%CoreMediumDallas, TX2026-11-06
Bank of New York Mellon Corp
601,985$10.9M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
481,092$8.7M0.0%CoreLowDes Moines, IA2026-11-02
Brown Capital Management LLC
310,040$5.6M1.1%Agg GrowthLowBaltimore, MD2026-10-27
Nicholas Company, Inc.
289,043$5.2M0.1%GrowthLowMilwaukee, WI2026-11-05
Fifth Third Bancorp
285,754$5.2M0.0%GrowthLowCincinnati, OH2026-11-05
Russell Investments Group, Ltd.
280,298$5.1M0.0%CoreLowSeattle, WA2026-11-06
Squarepoint Ops LLC
277,607$5.0M0.0%CoreVery HighNew York, NY2026-11-09
Robeco Institutional Asset Management B.V.
201,441$3.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
Peregrine Capital Management LLC
198,527$3.6M0.1%CoreMediumMinneapolis, MN2026-11-09
Sepio Capital, LP
189,047$3.4M0.1%ETFLowSalt Lake City, UT2026-10-22
Creative Planning
144,132$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
116,941$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Deutsche Bank Ag\
108,867$2.0M0.0%CoreLowFrankfurt Am Main, Hong Kong2026-11-06
Picton Mahoney Asset Management
93,109$1.7M0.0%GARPHighToronto, Australia2026-11-09
Motley Fool Asset Management LLC
92,387$1.7M0.1%GrowthMediumAlexandria, VA2026-10-27
Citigroup Inc
90,639$1.6M0.0%CoreMediumNew York, NY2026-11-04
Edgestream Partners, L.P.
77,793$1.4M0.0%Deep ValueVery HighPrinceton, NJ2026-11-10
Trust Co of the South
77,722$1.4M0.2%ETFLowGreensboro, NC2026-10-21
Gagnon Securities LLC
73,495$1.3M0.2%ValueMediumNew York, NY2026-11-05
Jackson Creek Investment Advisors LLC
73,396$1.3K0.0%ValueVery HighCastle Rock, CO2026-11-04
Sigma Planning Corp
70,000$1.3M0.0%CoreMediumAnn Arbor, MI2026-10-23
D.A. Davidson & Co.
62,939$1.1M0.0%CoreLowGreat Falls, MT2026-10-28
State of New Jersey Common Pension Fund D
57,608$1.0M0.0%IndexLowTrenton, NJ2026-11-05
CenterBook Partners LP
55,221$1.0M0.0%GARPVery HighGreenwich, CT2026-11-02
Friedenthal Financial
54,891$995.2K0.4%ETFHighMarlton, NJ2026-10-27
Chicago Capital, LLC
47,507$861.3K0.0%GrowthLowChicago, IL2026-10-13
LPL Financial LLC
44,668$809.8K0.0%IndexVery LowFort Mill, SC2026-11-06
Barclays PLC
44,022$798.1K0.0%GrowthMediumLondon, United Kingdom2026-11-06
Cambridge Investment Research Advisors, Inc.
43,764$7930.0%ETFLowFairfield, IA2026-11-02
State of Wyoming
41,001$743.3K0.1%ValueHighCheyenne, WY2026-10-28
Y-Intercept (Hong Kong) Ltd
36,976$670.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Angeles Wealth Management, LLC
36,010$652.9K0.0%ETFLowSanta Monica, CA2026-10-26
Integrity Alliance, Llc.
31,007$562.2K0.0%ETFMediumUrbandale, IA2026-10-29
Police & Firemen's Retirement System of New Jersey
30,794$558.3K0.0%IndexVery LowTrenton, NJ2026-11-09
Daiwa Securities Group Inc.
30,354$550.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Arizona State Retirement System
27,758$503.3K0.0%IndexVery LowPhoenix, AZ2026-11-03
Handelsbanken Fonder AB
26,400$4790.0%GrowthLowStockholm, Sweden2026-11-09
Fulcrum Asset Management LLP
26,040$467.4K0.0%ValueHighLondon, United Kingdom2026-11-04
Chicago Partners Investment Group LLC
24,615$570.3K0.0%CoreLowChicago, IL2026-10-27
Brighton Jones LLC
23,573$427.4K0.0%CoreLowSeattle, WA2026-11-03
HB Wealth Management, LLC
23,506$426.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Merit Financial Group, LLC
22,417$406.4K0.0%ETFLowAlpharetta, GA2026-11-06
Kornitzer Capital Management Inc
21,716$393.7K0.0%CoreLowShawnee Mission, KS2026-11-03
Cowa, LLC
21,650$392.5K0.1%ETFMediumTulsa, OK2026-10-30
Harbor Capital Advisors, Inc.
21,241$3850.0%ValueHighChicago, IL2026-10-22
Virginia Retirement Systems ET Al
20,900$378.9K0.0%CoreMediumRichmond, VA2026-10-28
Diversify Advisory Services, LLC
18,744$395.9K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
18,744$395.9K0.0%GrowthMediumSandy, UT2026-10-20
NorthCrest Asset Manangement, LLC
17,522$344.8K0.0%CoreLowPlymouth, MN2026-10-13
Legacy Advisors, LLC
17,360$314.7K0.0%ETFLowPlymouth Meeting, PA2026-10-19
Kings Path Partners LLC
17,215$312.1K0.1%ETFVery LowSugar Land, TX2026-10-21
US Bancorp \de\
17,070$309.5K0.0%CoreLowMinneapolis, MN2026-11-05
Truist Financial Corp
16,873$305.9K0.0%CoreLowCharlotte, NC2026-10-30
First Bank & Trust
16,583$300.7K0.0%CoreLowBrookings, SD2026-10-19
Atria Investments, Inc
16,007$290.2K0.0%CoreMediumCharlotte, NC2026-10-15
Smith Group Asset Management, LLC
15,930$288.8K0.0%GrowthLowDallas, TX2026-10-27
Savant Capital, LLC
15,906$288.4K0.0%ETFLowRockford, IL2026-11-06
Pictet Asset Management Holding SA
14,380$260.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
AlphaCore Capital LLC
13,996$253.7K0.0%ETFLowLa Jolla, CA2026-11-04
Olympiad Research LP
13,847$251.0K0.3%Deep ValueVery HighStamford, CT2026-11-04
Krilogy Financial LLC
13,736$268.4K0.0%GrowthLowSt. Louis, MO2026-10-13
ProShare Advisors LLC
13,500$244.8K0.0%GrowthLowBethesda, MD2026-10-29
Allworth Financial LP
13,291$217.3K0.0%ETFLowFolsom, CA2026-11-06
Themes Management Co LLC
12,707$230.4K0.2%GARPMediumGreenwich, CT2026-10-29
Caitong International Asset Management Co., Ltd
12,317$223.3K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Oppenheimer Asset Management Inc.
11,455$207.7K0.0%CoreMediumNew York, NY2026-10-27
Commonwealth Equity Services, LLC
11,356$205.9K0.0%ETFLowWaltham, MA2026-11-02
Daymark Wealth Partners, LLC
11,346$205.7K0.0%CoreLowCincinnati, OH2026-11-04
Steel Grove Capital Advisors, LLC
11,243$203.8K0.0%ETFLowMemphis, TN2026-10-13
Xponance LLC
10,195$184.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
SBI Securities Co., Ltd.
9,532$172.8K0.0%GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
8,338$151.2K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
7,937$143.9K0.0%IndexLowAtlanta, GA2026-10-23
State of Alaska, Department of Revenue
5,387$970.0%CoreVery LowJuneau, AK2026-10-15
Hantz Financial Services, Inc.
4,996$910.0%CoreMediumSouthfield, MI2026-11-09
Root Financial Partners, LLC
4,437$80.4K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
4,270$77.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hilton Head Capital Partners, LLC
4,252$77.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Sterling Capital Management LLC
3,458$62.7K0.0%CoreMediumCharlotte, NC2026-10-22
KBC Group NV
3,442$620.0%CoreMediumBrussels, Czech Republic2026-10-22
Hilltop National Bank
3,209$58.2K0.0%CoreLowCasper, WY2026-10-14
Birch Financial Group, LLC
2,609$47.3K0.0%CoreLowKeene, NH2026-10-27
Farther Finance Advisors, LLC
2,558$46.4K0.0%IndexLowSan Francisco, CA2026-10-08
PNC Financial Services Group, Inc.
2,444$44.3K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Versant Capital Management, Inc
2,412$43.7K0.0%CoreLowPhoenix, AZ2026-10-02
Gamma Investing LLC
2,227$40.4K0.0%IndexVery LowFoster City, CA2026-10-08
Larson Financial Group LLC
2,201$39.9K0.0%GrowthLowSt Louis, MO2026-11-05
Asset Management One Co., Ltd.
2,155$39.1K0.0%IndexVery LowTokyo, Mexico2026-10-27
True Wealth Design, LLC
1,765$32.0K0.0%ETFMediumAkron, OH2026-10-13
Parallel Advisors, LLC
1,689$30.6K0.0%GrowthLowSan Francisco, CA2026-11-03
Nisa Investment Advisors, LLC
1,651$29.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Nykredit A/S
1,278$23.2K0.0%CoreN/ANordhavn, Greece2026-11-06
Quent Capital, LLC
1,266$28.8K0.0%ETFVery LowNew York, NY2026-11-09
Summit Securities Group LLC
880$16.0K0.0%GARPVery HighNew York, NY2026-11-05
Ascentis Independent Advisors
750$13.6K0.0%GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
686$12.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Elyxium Wealth, LLC
507$9.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
SJS Investment Consulting Inc.
476$8.6K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
397$70.0%ValueHighLondon, United Kingdom2026-10-30
Private Trust Co NA
382$6.9K0.0%CoreLowCleveland, OH2026-10-20
Highline Wealth Partners LLC
327$5.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
First Horizon Corp
313$5.7K0.0%CoreLowMemphis, TN2026-10-26
WPG Advisers, LLC
270$4.9K0.0%CoreLowBaltimore, MD2026-10-27
Zions Bancorporation, National Association
256$4.6K0.0%ETFMediumSalt Lake City, UT2026-11-06
Private Wealth Management Group, LLC
238$4.3K0.0%ETFLowPrinceton, NJ2026-10-19
Cedar Mountain Advisors, LLC
223$4.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Buck Wealth Strategies, LLC
217$3.9K0.0%ValueMediumDenver, CO2026-10-28
GK Wealth Management LLC
188$3.4K0.0%GARPVery HighReno, NV2026-10-09
Wolff Wiese Magana LLC
172$3.1K0.0%GrowthLowCarslbad, CA2026-10-15
Washington Trust Advisors, Inc.
128$2.3K0.0%GrowthLowWellesley, MA2026-10-22
CrossGen Wealth, LLC
80$1.5K0.0%CoreVery LowGreenville, NC2026-10-30
Parkside Financial Bank & Trust
75$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
73$1.3K0.0%CoreLowOrchard Park, NY2026-11-05
Physician Wealth Advisors, Inc.
64$1.2K0.0%ETFMediumMidvale, UT2026-10-20
First Command Advisory Services, Inc.
48$8700.0%ETFLowFort Worth, TX2026-11-05
Financial Network Wealth Advisors LLC
32$5800.0%ETFLowMurray, UT2026-10-28
Capital Advisors, Ltd. LLC
25$00.0%ETFLowShaker Heights, OH2026-10-27
MV Capital Management, Inc.
21$3810.0%ETFLowBethesda, MD2026-10-29
JFS Wealth Advisors, LLC
20$3630.0%ETFVery LowHermitage, PA2026-11-03
Cromwell Holdings LLC
17$3080.0%IndexLowJackson, WY2026-10-28
IFP Advisors, Inc
17$3080.0%CoreLowTampa, FL2026-10-16
Clearstead Advisors, LLC
16$2910.0%ETFLowCleveland, OH2026-11-06
Fortitude Family Office, LLC
16$2900.0%ETFMediumScottsdale, AZ2026-10-14
SouthState Bank Corp
10$1820.0%CoreLowWinter Haven, FL2026-11-09
Creative Capital Management Investments LLC
9$1630.0%ETFLowSan Diego, CA2026-10-28
TFC Financial Management, Inc.
1$190.0%ETFVery LowBoston, MA2026-10-26
DecisionPoint Financial, LLC
1$200.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
1$220.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
1$180.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
1$190.0%ETFLowBeaver, PA2026-10-16