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Orix (IX)

CUSIP: 686330101 | US | Financial Services · Financial Conglomerates | Large Cap | 799 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/ASumitomo Mitsui Trust Group, Inc.55,783,1205.0%New 5%+ stakeJun 30, 2026Not yet in a 13F
13G/ASumitomo Mitsui Trust Group, Inc.55,783,120
5.0% of class · Jun 30, 2026New 5%+ stake
Not yet in a 13F

Institutional Holders — Q3 2026

Todd Asset Management LLC1,833,292
1.3% of portfolio›$69.1M
Eagle Global Advisors LLC348,178
0.4% of portfolio›$13.1M
Gilman Hill Asset Management, LLC198,500
1.0% of portfolio›$7.5M
Gradient Investments LLC160,643
0.1% of portfolio›$6.1M
Oppenheimer Asset Management Inc.160,536
0.1% of portfolio›$6.1M
Boston Common Asset Management, LLC150,353
0.3% of portfolio›$5.7M
Calamos Wealth Management LLC148,212
0.2% of portfolio›$5.6M
Vise Technologies, Inc.118,008
0.0% of portfolio›$4.5M
Crossmark Global Holdings, Inc.115,171
0.1% of portfolio›$4.3M
Henry James International Management Inc.88,148
1.0% of portfolio›$3.3M
Quadrant Capital Group LLC73,134
0.1% of portfolio›$2.7M
Citigroup Inc50,652
0.0% of portfolio›$1.9M
Ethic Inc.45,646
0.0% of portfolio›$1.7M
Creative Planning45,046
0.0% of portfolio›$1.7M
Ativo Capital Management LLC43,180
1.3% of portfolio›$1.6M
Highland Capital Management, LLC37,550
0.1% of portfolio›$1.4M
Greenleaf Trust34,754
0.0% of portfolio›$1.3M
Kathmere Capital Management, LLC34,565
0.1% of portfolio›$1.3M
Atria Investments, Inc34,013
0.0% of portfolio›$1.3M
Allspring Global Investments Holdings, LLC33,256
0.0% of portfolio›$1.2M
Aaron Wealth Advisors LLC31,458
0.1% of portfolio›$1.2M
Hennion & Walsh Asset Management, Inc.31,235
0.0% of portfolio›$1.2M
Park Avenue Securities LLC28,321
0.0% of portfolio›$1.1K
Investment Research Partners LLC28,073
0.4% of portfolio›$1.1M
Ferguson Wellman Capital Management, Inc27,910
0.0% of portfolio›$1.1M
Lido Advisors, LLC27,879
0.0% of portfolio›$1.1M
Plan A Wealth LLC27,772
0.4% of portfolio›$1.0M
Choreo, LLC26,378
0.0% of portfolio›$994.7K
Tred Avon Family Wealth, LLC23,590
0.3% of portfolio›$889.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management23,462
0.0% of portfolio›$884.8K
Versant Capital Management, Inc20,593
0.1% of portfolio›$776.6K
Truist Financial Corp20,468
0.0% of portfolio›$771.8K
HB Wealth Management, LLC18,387
0.0% of portfolio›$693.4K
OpenArc Corporate Advisory, LLC18,221
0.0% of portfolio›$687.1K
Signaturefd, LLC16,512
0.0% of portfolio›$622.7K
Xponance LLC16,423
0.0% of portfolio›$619.3K
Evergreen Capital Management LLC15,854
0.0% of portfolio›$597.9K
First Affirmative Financial Network15,470
0.1% of portfolio›$583.4K
Assetmark, Inc15,076
0.0% of portfolio›$568.5K
Wealth Enhancement Advisory Services, LLC15,013
0.0% of portfolio›$550.8K
Ascent Group, LLC13,378
0.0% of portfolio›$504.5K
Keybank National Association12,845
0.0% of portfolio›$484.4K
PDS Planning, Inc12,777
0.0% of portfolio›$481.8K
Perigon Wealth Management, LLC12,114
0.0% of portfolio›$456.8K
Abel Hall, LLC11,593
0.1% of portfolio›$437.2K
Gamma Investing LLC11,552
0.0% of portfolio›$435.6K
Aprio Wealth Management, LLC10,991
0.0% of portfolio›$414.5K
D'Orazio & Associates, Inc.10,977
0.0% of portfolio›$413.9K
Parallel Advisors, LLC10,338
0.0% of portfolio›$389.9K
Pinnacle Wealth Planning Services, Inc.10,193
0.0% of portfolio›$384.4K
Net Worth Advisory Group9,341
0.1% of portfolio›$349.0K
SmartHarvest Portfolios, LLC8,432
0.1% of portfolio›$318.0K
Abacus Wealth Partners, LLC7,912
0.0% of portfolio›$298.4K
Wedmont Private Capital7,843
0.0% of portfolio›$287.8K
Dimensional Fund Advisors LP7,504
0.0% of portfolio›$282.9K
Sage Rhino Capital LLC7,411
0.0% of portfolio›$279.5K
Elevation Point Wealth Partners, LLC7,406
0.0% of portfolio›$279.3K
Baron Wealth Management LLC7,144
0.1% of portfolio›$269.4K
Portside Wealth Group, LLC6,968
0.0% of portfolio›$262.8K
TD Private Client Wealth LLC6,815
0.0% of portfolio›$257.0K
Crestwood Advisors Group, LLC6,808
0.0% of portfolio›$256.7K
Narus Financial Partners, LLC6,500
0.1% of portfolio›$245.1K
Walkner Condon Financial Advisors LLC6,183
0.0% of portfolio›$233.2K
Diversify Advisory Services, LLC6,171
0.0% of portfolio›$225.3K
Diversify Wealth Management, LLC6,171
0.0% of portfolio›$225.3K
55 North Private Wealth, LLC6,138
0.0% of portfolio›$231.5K
Old National Bancorp5,842
0.0% of portfolio›$220.3K
Farther Finance Advisors, LLC4,437
0.0% of portfolio›$167.3K
Cromwell Holdings LLC3,050
0.1% of portfolio›$115.0K
EverSource Wealth Advisors, LLC2,582
0.0% of portfolio›$97.4K
Salomon & Ludwin, LLC1,940
0.0% of portfolio›$73.2K
Ares Financial Consulting, LLC1,490
0.0% of portfolio›$56.2K
James T. Borello RIA1,405
0.0% of portfolio›$53.0K
Owl Creek Wealth Partners LLC1,345
0.0% of portfolio›$50.7K
Provenance Wealth Advisors, LLC1,271
0.0% of portfolio›$47.9K
Blue Trust, Inc.1,257
0.0% of portfolio›$47.4K
True Wealth Design, LLC924
0.0% of portfolio›$34.8K
Harbor Asset Planning, Inc.905
0.0% of portfolio›$34.1K
IFP Advisors, Inc768
0.0% of portfolio›$29.0K
Livelsberger Financial Advisory704
0.1% of portfolio›$26.5K
Elevation Wealth Partners, LLC604
0.0% of portfolio›$22.8K
Albion Financial Group545
0.0% of portfolio›$20.5K
Evolution Wealth Management Inc.500
0.0% of portfolio›$18.9K
Financial Management Professionals, Inc.483
0.0% of portfolio›$18.2K
Bell Investment Advisors, Inc456
0.0% of portfolio›$17.2K
Root Financial Partners, LLC420
0.0% of portfolio›$15.8K
Mather Group, Llc.403
0.0% of portfolio›$15.2K
Trifecta Capital Advisors, LLC400
0.0% of portfolio›$15.1K
Private Trust Co NA383
0.0% of portfolio›$14.4K
West Financial Advisors, LLC380
0.0% of portfolio›$14.3K
Elyxium Wealth, LLC354
0.0% of portfolio›$13.3K
Physician Wealth Advisors, Inc.303
0.0% of portfolio›$11.4K
Signature Equity Partners, LLC271
0.0% of portfolio›$10.2K
Parkside Financial Bank & Trust263
0.0% of portfolio›$9.9K
Essential Partners LLC263
0.0% of portfolio›$9.9K
Pinnacle Bancorp, Inc.243
0.0% of portfolio›$9.2K
Cullen T Bankers, Inc.235
0.0% of portfolio›$8.8K
Nisa Investment Advisors, LLC205
0.0% of portfolio›$7.7K
SJS Investment Consulting Inc.192
0.0% of portfolio›$7.2K
Highline Wealth Partners LLC187
0.0% of portfolio›$7.1K
City State Bank174
0.0% of portfolio›$6.6K
Creative Financial Designs Inc135
0.0% of portfolio›$5.1K
North Star Investment Management Corp.125
0.0% of portfolio›$4.7K
Jnba Financial Advisors109
0.0% of portfolio›$4.1K
Retirement Wealth Solutions LLC109
0.0% of portfolio›$4.1K
MV Capital Management, Inc.106
0.0% of portfolio›$4.0K
Arlington Trust Co LLC97
0.0% of portfolio›$3.7K
UMB Private Wealth Management, LLC96
0.0% of portfolio›$3.6K
Montag A & Associates Inc88
0.0% of portfolio›$3.3K
Brown, Lisle Ings, Inc.81
0.0% of portfolio›$3.0K
Buck Wealth Strategies, LLC80
0.0% of portfolio›$3.0K
Planning Strategies Inc.73
0.0% of portfolio›$2.8K
Independence Bank of Kentucky70
0.0% of portfolio›$2.6K
Manchester Capital Management LLC70
0.0% of portfolio›$2.6K
Lanark Financial, Inc.70
0.0% of portfolio›$2.6K
Nemes Rush Group LLC67
0.0% of portfolio›$2.5K
WPG Advisers, LLC58
0.0% of portfolio›$2.2K
Burk Holdings LLC57
0.0% of portfolio›$2.1K
Financial Network Wealth Advisors LLC54
0.0% of portfolio›$2.0K
CX Institutional50
0.0% of portfolio›$2
American Capital Advisory, LLC48
0.0% of portfolio›$1.8K
Wilmington Savings Fund Society, FSB45
0.0% of portfolio›$1.7K
Grove Bank & Trust45
0.0% of portfolio›$1.7K
Breakwater Investment Management42
0.0% of portfolio›$1.6K
GK Wealth Management LLC39
0.0% of portfolio›$1.5K
Elevated Capital Advisors, LLC35
0.0% of portfolio›$1.3K
Caitong International Asset Management Co., Ltd30
0.0% of portfolio›$1.1K
Center for Financial Planning, Inc.20
0.0% of portfolio›$754
Monetary Solutions, Ltd16
0.0% of portfolio›$603
Proathlete Wealth Management LLC14
0.0% of portfolio›$527
Triumph Capital Management13
0.0% of portfolio›$490
CoreCap Advisors, LLC13
0.0% of portfolio›$490
Godsey & Gibb, Inc11
0.0% of portfolio›$415
StrongBox Wealth, LLC10
0.0% of portfolio›$377
Abound Wealth Management8
0.0% of portfolio›$302
Gilpin Wealth Management, LLC6
0.0% of portfolio›$227
Mosley Wealth Management5
0.0% of portfolio›$183
StyleTurnoverLocationFiled
Todd Asset Management LLC
1,833,292$69.1M1.3%ValueMediumLouisville, KY2026-10-27
Eagle Global Advisors LLC
348,178$13.1M0.4%CoreLowHouston, TX2026-11-02
Gilman Hill Asset Management, LLC
198,500$7.5M1.0%YieldMediumNew Canaan, CT2026-10-13
Gradient Investments LLC
160,643$6.1M0.1%CoreMediumArden Hills, MN2026-10-08
Oppenheimer Asset Management Inc.
160,536$6.1M0.1%CoreMediumNew York, NY2026-10-27
Boston Common Asset Management, LLC
150,353$5.7M0.3%CoreLowBoston, MA2026-10-13
Calamos Wealth Management LLC
148,212$5.6M0.2%GrowthMediumNaperville, IL2026-11-02
Vise Technologies, Inc.
118,008$4.5M0.0%IndexLowNew York, NY2026-10-29
Crossmark Global Holdings, Inc.
115,171$4.3M0.1%GARPMediumHouston, TX2026-10-21
Henry James International Management Inc.
88,148$3.3M1.0%GARPLowNew York, NY2026-10-14
Quadrant Capital Group LLC
73,134$2.7M0.1%CoreLowCincinnati, OH2026-10-20
Citigroup Inc
50,652$1.9M0.0%CoreMediumNew York, NY2026-11-04
Ethic Inc.
45,646$1.7M0.0%CoreLowNew York, NY2026-11-03
Creative Planning
45,046$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Ativo Capital Management LLC
43,180$1.6M1.3%MomentumMediumChicago, IL2026-10-27
Highland Capital Management, LLC
37,550$1.4M0.1%GrowthMediumMemphis, TN2026-10-26
Greenleaf Trust
34,754$1.3M0.0%CoreLowKalamazoo, MI2026-10-29
Kathmere Capital Management, LLC
34,565$1.3M0.1%ETFLowWayne, PA2026-10-20
Atria Investments, Inc
34,013$1.3M0.0%CoreMediumCharlotte, NC2026-10-15
Allspring Global Investments Holdings, LLC
33,256$1.2M0.0%CoreMediumCharlotte, NC2026-11-04
Aaron Wealth Advisors LLC
31,458$1.2M0.1%GrowthMediumChicago, IL2026-10-13
Hennion & Walsh Asset Management, Inc.
31,235$1.2M0.0%ValueMediumParsippany, NJ2026-10-13
Park Avenue Securities LLC
28,321$1.1K0.0%ETFMediumNew York, NY2026-10-26
Investment Research Partners LLC
28,073$1.1M0.4%CoreLowLemont, PA2026-10-19
Ferguson Wellman Capital Management, Inc
27,910$1.1M0.0%CoreLowPortland, OR2026-10-05
Lido Advisors, LLC
27,879$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Plan A Wealth LLC
27,772$1.0M0.4%CoreLowLincoln, NE2026-10-08
Choreo, LLC
26,378$994.7K0.0%IndexLowRockford, IL2026-10-28
Tred Avon Family Wealth, LLC
23,590$889.6K0.3%CoreLowEaston, MD2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
23,462$884.8K0.0%GrowthVery LowSeattle, WA2026-10-27
Versant Capital Management, Inc
20,593$776.6K0.1%GARPLowPhoenix, AZ2026-10-02
Truist Financial Corp
20,468$771.8K0.0%CoreLowCharlotte, NC2026-10-30
HB Wealth Management, LLC
18,387$693.4K0.0%IndexVery LowAtlanta, GA2026-10-23
OpenArc Corporate Advisory, LLC
18,221$687.1K0.0%GrowthLowAtlanta, GA2026-10-21
Signaturefd, LLC
16,512$622.7K0.0%IndexLowAtlanta, GA2026-10-23
Xponance LLC
16,423$619.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Evergreen Capital Management LLC
15,854$597.9K0.0%GARPMediumBellevue, WA2026-10-23
First Affirmative Financial Network
15,470$583.4K0.1%CoreN/AColorado Springs, CO2026-10-21
Assetmark, Inc
15,076$568.5K0.0%ETFLowConcord, CA2026-10-21
Wealth Enhancement Advisory Services, LLC
15,013$550.8K0.0%CoreLowPlymouth, MN2026-10-13
Ascent Group, LLC
13,378$504.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Keybank National Association
12,845$484.4K0.0%CoreLowBrooklyn, OH2026-11-04
PDS Planning, Inc
12,777$481.8K0.0%IndexVery LowDublin, OH2026-11-03
Perigon Wealth Management, LLC
12,114$456.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Abel Hall, LLC
11,593$437.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Gamma Investing LLC
11,552$435.6K0.0%IndexVery LowFoster City, CA2026-10-08
Aprio Wealth Management, LLC
10,991$414.5K0.0%ETFMediumAtlanta, GA2026-10-28
D'Orazio & Associates, Inc.
10,977$413.9K0.0%ETFLowVienna, VA2026-11-04
Parallel Advisors, LLC
10,338$389.9K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
10,193$384.4K0.0%GARPLowMansfield, OH2026-10-27
Net Worth Advisory Group
9,341$349.0K0.1%GARPMediumSandy, UT2026-10-20
SmartHarvest Portfolios, LLC
8,432$318.0K0.1%GrowthLowSeattle, WA2026-10-26
Abacus Wealth Partners, LLC
7,912$298.4K0.0%ETFLowSanta Monica, CA2026-11-03
Wedmont Private Capital
7,843$287.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Dimensional Fund Advisors LP
7,504$282.9K0.0%IndexLowAustin, TX2026-11-04
Sage Rhino Capital LLC
7,411$279.5K0.0%ETFLowMenlo Park, CA2026-10-28
Elevation Point Wealth Partners, LLC
7,406$279.3K0.0%CoreHighDenver, CO2026-11-05
Baron Wealth Management LLC
7,144$269.4K0.1%CoreLowTroy, MI2026-10-27
Portside Wealth Group, LLC
6,968$262.8K0.0%CoreMediumProvo, UT2026-10-20
TD Private Client Wealth LLC
6,815$257.0K0.0%ETFLowNew York, NY2026-10-28
Crestwood Advisors Group, LLC
6,808$256.7K0.0%GrowthLowBoston, MA2026-10-27
Narus Financial Partners, LLC
6,500$245.1K0.1%ValueLowSalt Lake City, UT2026-10-19
Walkner Condon Financial Advisors LLC
6,183$233.2K0.0%ETFLowVerona, WI2026-11-02
Diversify Advisory Services, LLC
6,171$225.3K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
6,171$225.3K0.0%GrowthMediumSandy, UT2026-10-20
55 North Private Wealth, LLC
6,138$231.5K0.0%ETFLowWinter Park, FL2026-10-20
Old National Bancorp
5,842$220.3K0.0%CoreLowEvansville, IN2026-10-20
Farther Finance Advisors, LLC
4,437$167.3K0.0%IndexLowSan Francisco, CA2026-10-08
Cromwell Holdings LLC
3,050$115.0K0.1%IndexLowJackson, WY2026-10-28
EverSource Wealth Advisors, LLC
2,582$97.4K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
1,940$73.2K0.0%ETFVery LowRichmond, VA2026-10-29
Ares Financial Consulting, LLC
1,490$56.2K0.0%CoreLowCalabasas, CA2026-10-19
James T. Borello RIA
1,405$53.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Owl Creek Wealth Partners LLC
1,345$50.7K0.0%IndexLowGreenwood Village, CO2026-10-20
Provenance Wealth Advisors, LLC
1,271$47.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Blue Trust, Inc.
1,257$47.4K0.0%ETFLowBrentwood, TN2026-10-15
True Wealth Design, LLC
924$34.8K0.0%ETFMediumAkron, OH2026-10-13
Harbor Asset Planning, Inc.
905$34.1K0.0%ETFVery LowBelmont, MA2026-10-23
IFP Advisors, Inc
768$29.0K0.0%GrowthLowTampa, FL2026-10-16
Livelsberger Financial Advisory
704$26.5K0.1%YieldVery LowAshland, OH2026-10-28
Elevation Wealth Partners, LLC
604$22.8K0.0%ETFLowWalnut Creek, CA2026-10-07
Albion Financial Group
545$20.5K0.0%GrowthLowSalt Lake City, UT2026-10-21
Evolution Wealth Management Inc.
500$18.9K0.0%ETFMediumFort Myers, FL2026-10-28
Financial Management Professionals, Inc.
483$18.2K0.0%ETFMediumAustin, TX2026-10-23
Bell Investment Advisors, Inc
456$17.2K0.0%ETFVery LowOrinda, CA2026-10-29
Root Financial Partners, LLC
420$15.8K0.0%ETFMediumEncinitas, CA2026-10-21
Mather Group, Llc.
403$15.2K0.0%ETFMediumChicago, IL2026-10-14
Trifecta Capital Advisors, LLC
400$15.1K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Private Trust Co NA
383$14.4K0.0%CoreLowCleveland, OH2026-10-20
West Financial Advisors, LLC
380$14.3K0.0%ETFLowDes Moines, IA2026-10-22
Elyxium Wealth, LLC
354$13.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Physician Wealth Advisors, Inc.
303$11.4K0.0%ETFMediumMidvale, UT2026-10-20
Signature Equity Partners, LLC
271$10.2K0.0%GrowthMediumColumbus, OH2026-10-29
Parkside Financial Bank & Trust
263$9.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Essential Partners LLC
263$9.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pinnacle Bancorp, Inc.
243$9.2K0.0%CoreVery LowBeatrice, NE2026-10-21
Cullen T Bankers, Inc.
235$8.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Nisa Investment Advisors, LLC
205$7.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
192$7.2K0.0%ETFVery LowSylvania, OH2026-10-26
Highline Wealth Partners LLC
187$7.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
City State Bank
174$6.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Creative Financial Designs Inc
135$5.1K0.0%ETFMediumKokomo, IN2026-11-04
North Star Investment Management Corp.
125$4.7K0.0%CoreLowChicago, IL2026-10-27
Jnba Financial Advisors
109$4.1K0.0%ETFMediumBloomington, MN2026-11-03
Retirement Wealth Solutions LLC
109$4.1K0.0%ETFLowMarshfield, WI2026-10-07
MV Capital Management, Inc.
106$4.0K0.0%ETFLowBethesda, MD2026-10-29
Arlington Trust Co LLC
97$3.7K0.0%ETFMediumBirmingham, AL2026-10-20
UMB Private Wealth Management, LLC
96$3.6K0.0%GrowthN/AKansas City, MO2026-10-19
Montag A & Associates Inc
88$3.3K0.0%CoreLowAtlanta, GA2026-10-29
Brown, Lisle Ings, Inc.
81$3.0K0.0%CoreVery LowProvidence, RI2026-10-16
Buck Wealth Strategies, LLC
80$3.0K0.0%ValueMediumDenver, CO2026-10-28
Planning Strategies Inc.
73$2.8K0.0%ETFN/ALancaster, PA2026-10-02
Independence Bank of Kentucky
70$2.6K0.0%GrowthLowOwensboro, KY2026-10-26
Manchester Capital Management LLC
70$2.6K0.0%CoreLowManchester, VT2026-10-22
Lanark Financial, Inc.
70$2.6K0.0%CoreMediumBirmingham, AL2026-10-26
Nemes Rush Group LLC
67$2.5K0.0%CoreVery LowNovi, MI2026-11-04
WPG Advisers, LLC
58$2.2K0.0%CoreLowBaltimore, MD2026-10-27
Burk Holdings LLC
57$2.1K0.0%ETFVery LowTulsa, OK2026-11-05
Financial Network Wealth Advisors LLC
54$2.0K0.0%ETFLowMurray, UT2026-10-28
CX Institutional
50$20.0%CoreMediumAuburn, IN2026-10-02
American Capital Advisory, LLC
48$1.8K0.0%ETFLowKetchum, ID2026-10-28
Wilmington Savings Fund Society, FSB
45$1.7K0.0%CoreLowWilmington, DE2026-10-23
Grove Bank & Trust
45$1.7K0.0%ETFLowMiami, FL2026-10-08
Breakwater Investment Management
42$1.6K0.0%ETFLowSeattle, WA2026-10-20
GK Wealth Management LLC
39$1.5K0.0%GARPVery HighReno, NV2026-10-09
Elevated Capital Advisors, LLC
35$1.3K0.0%ETFMediumSandy, UT2026-11-04
Caitong International Asset Management Co., Ltd
30$1.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Center for Financial Planning, Inc.
20$7540.0%ETFLowSouthfied, MI2026-10-26
Monetary Solutions, Ltd
16$6030.0%ETFVery LowDayton, OH2026-10-22
Proathlete Wealth Management LLC
14$5270.0%ETFVery LowBoca Raton, FL2026-10-15
Triumph Capital Management
13$4900.0%ETFMediumDenver, CO2026-10-14
CoreCap Advisors, LLC
13$4900.0%ETFMediumSouthfield, MI2026-10-08
Godsey & Gibb, Inc
11$4150.0%CoreLowRichmond, VA2026-10-14
StrongBox Wealth, LLC
10$3770.0%GrowthLowLee'S Summit, MO2026-11-02
Abound Wealth Management
8$3020.0%ETFVery LowFranklin, TN2026-10-26
Gilpin Wealth Management, LLC
6$2270.0%GrowthLowDenver, CO2026-10-09
Mosley Wealth Management
5$1830.0%ETFHighAnaheim, CA2026-10-16