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Paycom Software Inc (PAYC)

CUSIP: 70432V102 | NYSE | Technology · Software - Application | Mid Cap | 2187 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
13D/AChad Richison
with Ernest Group, Inc.
5,899,70713.1%+19,028Sep 1, 2026No 13F filer matched
13D/AChad Richison5,899,707
13.1% of class · Sep 1, 2026+19,028
with Ernest Group, Inc.
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC1,136,407
0.0% of portfolio›$247.4M
Reinhart Partners, Llc.1,029,269
5.4% of portfolio›$224.0M
Dimensional Fund Advisors LP636,760
0.0% of portfolio›$138.6M
Bank of New York Mellon Corp433,603
0.0% of portfolio›$94.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP400,139
0.8% of portfolio›$87.1M
Sather Financial Group Inc342,303
4.2% of portfolio›$74.5M
Confluence Investment Management LLC330,788
1.2% of portfolio›$72.0M
Wedge Capital Management L L P318,928
1.2% of portfolio›$69.4M
Robeco Institutional Asset Management B.V.308,393
0.1% of portfolio›$67.1M
Boston Trust Walden Corp295,322
0.5% of portfolio›$64.3M
Citigroup Inc277,849
0.0% of portfolio›$60.5M
Principal Financial Group Inc215,009
0.0% of portfolio›$46.8M
Ninety One UK Ltd153,432
0.1% of portfolio›$33.4M
Amundi150,902
0.0% of portfolio›$32.8M
Barclays PLC124,240
0.0% of portfolio›$27.0M
Natixis122,078
0.1% of portfolio›$26.6M
Russell Investments Group, Ltd.102,799
0.0% of portfolio›$22.4M
Marathon Asset Management Ltd88,557
0.9% of portfolio›$19.3M
LPL Financial LLC85,710
0.0% of portfolio›$18.7M
Creative Planning82,666
0.0% of portfolio›$18.0M
Fisher Asset Management, LLC55,853
0.0% of portfolio›$12.2M
Schaper Benz & Wise Investment Counsel Inc54,431
0.8% of portfolio›$11.8M
Brown Capital Management LLC53,823
2.2% of portfolio›$11.7M
Associated Banc-Corp51,737
0.3% of portfolio›$11.3M
Fifth Third Bancorp47,541
0.0% of portfolio›$10.3M
BI Asset Management Fondsmaeglerselskab A/S47,063
0.0% of portfolio›$10.2K
Axxion S.A.45,400
0.6% of portfolio›$9.9M
Willis Investment Counsel42,082
0.5% of portfolio›$9.2M
New York State Teachers Retirement System41,101
0.0% of portfolio›$8.9K
Sendero Wealth Management, LLC34,131
0.7% of portfolio›$7.4M
Berkeley, Inc31,401
2.1% of portfolio›$6.8M
Thrivent Financial for Lutherans31,091
0.0% of portfolio›$6.8K
Leuthold Group, LLC30,816
0.6% of portfolio›$6.7M
Vest Financial, LLC29,694
0.1% of portfolio›$6.5M
Harbor Capital Advisors, Inc.29,430
0.0% of portfolio›$6.4K
Wealth Enhancement Advisory Services, LLC26,113
0.0% of portfolio›$5.3M
Johnson Financial Group, LLC25,000
0.3% of portfolio›$5.4M
Bridge City Capital, LLC23,677
1.1% of portfolio›$5.2M
Illinois Municipal Retirement Fund23,648
0.1% of portfolio›$5.1M
Philip James Wealth Mangement, LLC22,722
0.5% of portfolio›$4.9M
Virginia Retirement Systems ET Al21,900
0.0% of portfolio›$4.8M
Dillon & Associates Inc20,376
0.0% of portfolio›$4.4K
Oppenheimer Asset Management Inc.18,158
0.0% of portfolio›$4.0M
Level Four Advisory Services, LLC17,204
0.1% of portfolio›$3.7M
Kestra Advisory Services, LLC16,717
0.0% of portfolio›$3.6M
Louisiana State Employees Retirement System16,400
0.1% of portfolio›$3.6M
Avory & Company, LLC15,693
4.3% of portfolio›$3.4M
Isthmus Partners, LLC14,615
0.3% of portfolio›$3.2M
Virtus Family Office LLC14,285
2.4% of portfolio›$3.1M
Cambridge Investment Research Advisors, Inc.13,698
0.0% of portfolio›$3.0K
Lido Advisors, LLC13,543
0.0% of portfolio›$2.9M
State of New Jersey Common Pension Fund D13,362
0.0% of portfolio›$2.9M
KBC Group NV13,334
0.0% of portfolio›$2.9K
Mirae Asset Global Investments Co., Ltd.12,820
0.0% of portfolio›$2.8M
Y-Intercept (Hong Kong) Ltd11,954
0.1% of portfolio›$2.6M
Merit Financial Group, LLC11,893
0.0% of portfolio›$2.6M
Arizona State Retirement System11,402
0.0% of portfolio›$2.5M
Quadrant Capital Group LLC11,004
0.1% of portfolio›$2.6M
Amalgamated Bank10,991
0.0% of portfolio›$2.4K
Maryland State Retirement & Pension System10,960
0.0% of portfolio›$2.4M
Imc-Chicago, LLC10,784
0.0% of portfolio›$2.3M
HUB Investment Partners, LLC10,678
0.0% of portfolio›$2.3M
Nisa Investment Advisors, LLC10,532
0.0% of portfolio›$2.3M
SEB Asset Management AB10,235
0.0% of portfolio›$2.2M
Marks Group Wealth Management, Inc10,186
0.2% of portfolio›$2.2M
Yousif Capital Management, LLC9,993
0.0% of portfolio›$2.2M
PNC Financial Services Group, Inc.9,964
0.0% of portfolio›$2.2M
Cascade Investment Advisors, Inc.9,826
1.2% of portfolio›$2.1M
Crossmark Global Holdings, Inc.9,620
0.0% of portfolio›$2.1M
Glenview Trust Co9,600
0.0% of portfolio›$2.1M
Daiwa Securities Group Inc.9,341
0.0% of portfolio›$2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,078
0.0% of portfolio›$2.0M
PFA Pension, Forsikringsaktieselskab8,995
0.0% of portfolio›$2.0M
Absher Wealth Management, LLC8,887
0.2% of portfolio›$1.9M
Oregon Public Employees Retirement Fund8,669
0.0% of portfolio›$1.9M
State of Alaska, Department of Revenue8,223
0.0% of portfolio›$1.8K
RFG Advisory, LLC8,144
0.0% of portfolio›$1.8M
Evergreen Capital Management LLC7,769
0.0% of portfolio›$1.7M
Deutsche Bank Ag\7,447
0.0% of portfolio›$1.6M
DekaBank Deutsche Girozentrale7,383
0.0% of portfolio›$1.6K
Chicago Partners Investment Group LLC7,081
0.0% of portfolio›$1.9M
Exchange Traded Concepts, LLC6,775
0.0% of portfolio›$1.5M
CenterBook Partners LP6,586
0.1% of portfolio›$1.4M
Modera Wealth Management, LLC6,374
0.0% of portfolio›$1.4M
Pictet Asset Management Holding SA6,240
0.0% of portfolio›$1.4M
Savant Capital, LLC6,126
0.0% of portfolio›$1.3M
Oppenheimer & Co Inc5,892
0.0% of portfolio›$1.3M
Legacy Wealth Asset Management, LLC5,876
0.3% of portfolio›$1.3M
New York Life Investment Management LLC5,830
0.0% of portfolio›$1.3M
Brighton Jones LLC5,598
0.0% of portfolio›$1.2M
Accurate Wealth Management, LLC4,996
0.1% of portfolio›$1.2M
Fifth Third Wealth Advisors LLC4,947
0.0% of portfolio›$1.1M
Larson Financial Group LLC4,920
0.0% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,915
0.0% of portfolio›$1.1M
Prospera Financial Services Inc4,822
0.0% of portfolio›$1.3M
Mutual of America Capital Management LLC4,805
0.0% of portfolio›$1.0M
Kestra Private Wealth Services, LLC4,585
0.0% of portfolio›$998.0K
Vise Technologies, Inc.4,583
0.0% of portfolio›$997.5K
HB Wealth Management, LLC4,347
0.0% of portfolio›$946.1K
Crestwood Advisors Group, LLC4,336
0.0% of portfolio›$943.7K
Commonwealth Equity Services, LLC4,290
0.0% of portfolio›$933.7K
US Bancorp \de\4,156
0.0% of portfolio›$904.6K
Boit C F David4,000
0.4% of portfolio›$870.6K
Aaron Wealth Advisors LLC3,990
0.0% of portfolio›$868.5K
Swiss Life Asset Management Ltd3,976
0.0% of portfolio›$865.4K
CIBC Asset Management Inc3,804
0.0% of portfolio›$827.9K
Archford Capital Strategies, LLC3,776
0.1% of portfolio›$821.8K
Lecap Asset Management LTD3,747
0.4% of portfolio›$815.5K
OpenArc Corporate Advisory, LLC3,727
0.0% of portfolio›$811.2K
Ethic Inc.3,582
0.0% of portfolio›$779.6K
Davis Investment Partners, LLC3,579
0.2% of portfolio›$779.0K
Inscription Capital, LLC3,390
0.1% of portfolio›$737.8K
Atria Investments, Inc3,387
0.0% of portfolio›$737.2K
Certuity, LLC3,383
0.0% of portfolio›$736.4K
Baker Avenue Asset Management, LP3,363
0.0% of portfolio›$732.0K
Choreo, LLC3,355
0.0% of portfolio›$730.2K
Citizens Financial Group Inc3,260
0.0% of portfolio›$709.5K
Sterling Capital Management LLC3,176
0.0% of portfolio›$691.3K
Allspring Global Investments Holdings, LLC3,164
0.0% of portfolio›$719.7K
Boyd Watterson Asset Management LLC3,149
0.2% of portfolio›$685.4K
Xponance LLC3,012
0.0% of portfolio›$655.6K
Foster Victor Wealth Advisors, LLC2,990
0.0% of portfolio›$756.5K
Childress Capital Advisors, LLC2,951
0.1% of portfolio›$642.3K
Fulcrum Asset Management LLP2,920
0.0% of portfolio›$638.3K
Parallel Advisors, LLC2,918
0.0% of portfolio›$635.1K
Apollon Wealth Management, LLC2,903
0.0% of portfolio›$631.9K
Gamma Investing LLC2,886
0.0% of portfolio›$628.1K
NorthCrest Asset Manangement, LLC2,845
0.0% of portfolio›$654.1K
Compound Planning, Inc.2,783
0.0% of portfolio›$605.8K
Versant Capital Management, Inc2,689
0.1% of portfolio›$585.3K
Burney Co/2,687
0.0% of portfolio›$584.8K
Alps Advisors Inc2,608
0.0% of portfolio›$567.6K
Signaturefd, LLC2,547
0.0% of portfolio›$554.3K
Anchyra Partners LLC2,485
0.1% of portfolio›$540.9K
Delta Capital Management LLC2,430
0.0% of portfolio›$529
Farther Finance Advisors, LLC2,418
0.0% of portfolio›$526.3K
Fulton Bank, N.A.2,348
0.0% of portfolio›$511.0K
Linden Thomas Advisory Services, LLC2,348
0.0% of portfolio›$511.0K
Gateway Investment Advisers LLC2,343
0.0% of portfolio›$510.0K
Elevation Point Wealth Partners, LLC2,311
0.0% of portfolio›$503.0K
Inspire Investing, LLC2,300
0.0% of portfolio›$500.6K
AlphaCore Capital LLC2,269
0.0% of portfolio›$493.8K
Salem Investment Counselors Inc2,258
0.0% of portfolio›$491.5K
BankChampaign, National Association2,232
0.4% of portfolio›$485.8K
Park Capital Management, LLC / WI2,204
0.2% of portfolio›$479.7K
Achmea Investment Management B.V.2,191
0.0% of portfolio›$477.2K
Sage Rhino Capital LLC2,177
0.1% of portfolio›$473.8K
Harel Insurance Investments & Financial Services Ltd.2,150
0.0% of portfolio›$468
Praxis Investment Management Inc2,101
0.0% of portfolio›$457
Bennett Selby Investments LP2,081
0.1% of portfolio›$452.8K
Lauterbach Financial Advisors, LLC2,076
0.2% of portfolio›$451.9K
SAX Wealth Advisors, LLC2,071
0.0% of portfolio›$450.7K
Alpha Family Trust2,020
0.1% of portfolio›$253.9K
Valeo Financial Advisors, LLC2,010
0.0% of portfolio›$437.5K
Profund Advisors LLC2,006
0.0% of portfolio›$436.6K
111 Capital2,004
0.1% of portfolio›$436.2K
VestGen Advisors, LLC1,991
0.0% of portfolio›$433.3K
Ritholtz Wealth Management1,935
0.0% of portfolio›$421.2K
Portside Wealth Group, LLC1,921
0.0% of portfolio›$418.1K
Truist Financial Corp1,916
0.0% of portfolio›$417.0K
Candriam S.C.A.1,912
0.0% of portfolio›$417.7K
Krilogy Financial LLC1,856
0.0% of portfolio›$436.2K
Brown Miller Wealth Management, LLC1,802
0.1% of portfolio›$392.2K
Bryn Mawr Trust Advisors, LLC1,782
0.0% of portfolio›$387.9K
Kathmere Capital Management, LLC1,767
0.0% of portfolio›$384.6K
PDS Planning, Inc1,713
0.0% of portfolio›$372.8K
Clear Creek Financial Management, LLC1,709
0.0% of portfolio›$371.9K
Wedmont Private Capital1,692
0.0% of portfolio›$389.0K
MTM Investment Management, LLC1,654
0.1% of portfolio›$360.1K
Sagespring Wealth Partners, LLC1,648
0.0% of portfolio›$358.6K
Able Wealth Management LLC1,592
0.1% of portfolio›$359.5K
Nykredit A/S1,564
0.0% of portfolio›$340.4K
IFP Advisors, Inc1,558
0.0% of portfolio›$339.1K
Commonwealth Financial Services, LLC1,532
0.1% of portfolio›$333.4K
Diversified Management Inc1,506
0.1% of portfolio›$327.8K
Allworth Financial LP1,505
0.0% of portfolio›$189.1K
Daytona Street Capital LLC1,500
0.2% of portfolio›$331.6K
Americana Partners, LLC1,472
0.0% of portfolio›$320.4K
MBL Wealth, LLC1,454
0.0% of portfolio›$316.5K
Keudell ison Wealth Management1,422
0.1% of portfolio›$309.5K
Daymark Wealth Partners, LLC1,413
0.0% of portfolio›$307.6K
CX Institutional1,399
0.0% of portfolio›$304
Regent Peak Wealth Advisors LLC1,398
0.1% of portfolio›$304.3K
Symmetry Partners, LLC1,389
0.0% of portfolio›$302.3K
Abel Hall, LLC1,388
0.1% of portfolio›$302.1K
Wesbanco Bank Inc1,312
0.0% of portfolio›$285.6K
Strs Ohio1,301
0.0% of portfolio›$283.2K
Calamos Wealth Management LLC1,298
0.0% of portfolio›$282.5K
North Dakota State Investment Board1,254
0.0% of portfolio›$272.9K
Parcion Private Wealth LLC1,248
0.0% of portfolio›$271.6K
SteelPeak Wealth, LLC1,233
0.0% of portfolio›$268.4K
Concurrent Investment Advisors, LLC1,227
0.0% of portfolio›$267.1K
Perigon Wealth Management, LLC1,211
0.0% of portfolio›$263.6K
One Way Holdings LLC1,200
0.0% of portfolio›$261.2K
Pinnacle Wealth Planning Services, Inc.1,200
0.0% of portfolio›$261.2K
SYM Financial Corp1,193
0.0% of portfolio›$259.7K
Mather Group, Llc.1,184
0.0% of portfolio›$257.7K
Interchange Capital Partners, LLC1,135
0.0% of portfolio›$247.0K
Focus Financial Network, Inc.1,092
0.0% of portfolio›$237.6K
Cyndeo Wealth Partners, LLC1,064
0.0% of portfolio›$231.6K
Machina Capital S.A.S.1,048
0.0% of portfolio›$228.1K
Miller Global Investments, LLC1,047
0.2% of portfolio›$227.9K
Occidental Asset Management, LLC1,045
0.0% of portfolio›$227.4K
Cornerstone Wealth Group, LLC1,015
0.0% of portfolio›$220.9K
Olympiad Research LP1,004
0.3% of portfolio›$218.5K
Cypress Point Wealth Management, LLC1,003
0.0% of portfolio›$218.3K
MGO One Seven LLC995
0.0% of portfolio›$216.5K
Motley Fool Asset Management LLC986
0.0% of portfolio›$214.6K
Paragon Advisors, LLC961
0.0% of portfolio›$209.2K
Park Avenue Securities LLC955
0.0% of portfolio›$208
Capital Investment Advisory Services, LLC947
0.0% of portfolio›$206.1K
Greenleaf Trust935
0.0% of portfolio›$203.5K
Resonant Capital Advisors, LLC931
0.0% of portfolio›$202.6K
Axxcess Wealth Management, LLC927
0.0% of portfolio›$201.8K
EverSource Wealth Advisors, LLC893
0.0% of portfolio›$194.4K
Diversify Wealth Management, LLC826
0.0% of portfolio›$208.9K
Diversify Advisory Services, LLC826
0.0% of portfolio›$208.9K
Align Financial, LLC720
0.1% of portfolio›$156.7K
Wealth Enhancement Trust Services, Inc.713
0.0% of portfolio›$155.2K
Salomon & Ludwin, LLC658
0.0% of portfolio›$143.2K
Covestor Ltd574
0.0% of portfolio›$125
MassMutual Private Wealth & Trust, FSB555
0.0% of portfolio›$120.8K
Private Trust Co NA512
0.0% of portfolio›$111.4K
Key FInancial Inc500
0.0% of portfolio›$108.8K
Bokf, NA500
0.0% of portfolio›$108.8K
Pinnacle Bancorp, Inc.481
0.0% of portfolio›$104.7K
SJS Investment Consulting Inc.481
0.0% of portfolio›$104.7K
Heritage Family Offices, LLP356
0.0% of portfolio›$77.5K
Harbor Investment Advisory, LLC350
0.0% of portfolio›$76.2K
Root Financial Partners, LLC337
0.0% of portfolio›$73.3K
Fortitude Family Office, LLC331
0.0% of portfolio›$72.0K
UMB Bank, n.a.326
0.0% of portfolio›$71.0K
Trust Co of Vermont320
0.0% of portfolio›$69.6K
State of Wyoming293
0.0% of portfolio›$63.8K
True Wealth Design, LLC269
0.0% of portfolio›$58.5K
Assetmark, Inc267
0.0% of portfolio›$58.1K
Mitsubishi UFJ Asset Management Co., Ltd.262
0.0% of portfolio›$57.0K
Union Bancaire Privee, UBP SA262
0.0% of portfolio›$52.8K
Kozak & Associates, Inc.257
0.0% of portfolio›$67.5K
Elevation Wealth Partners, LLC233
0.0% of portfolio›$50.7K
Elyxium Wealth, LLC223
0.0% of portfolio›$48.5K
Provenance Wealth Advisors, LLC219
0.0% of portfolio›$47.7K
Birch Financial Group, LLC210
0.0% of portfolio›$45.7K
Horizon Financial Services, LLC202
0.0% of portfolio›$44.0K
North Star Investment Management Corp.198
0.0% of portfolio›$43.1K
SBI Securities Co., Ltd.190
0.0% of portfolio›$41.4K
Clearstead Advisors, LLC186
0.0% of portfolio›$40.5K
Essential Partners LLC159
0.0% of portfolio›$34.6K
Silver Grove Financial Group, Inc.143
0.0% of portfolio›$31.1K
Valley National Advisers Inc133
0.0% of portfolio›$29.0K
Laurel Wealth Advisors LLC129
0.0% of portfolio›$28.1K
Cape Investment Advisory, Inc.127
0.0% of portfolio›$27.6K
Wilmington Savings Fund Society, FSB120
0.0% of portfolio›$26.1K
Bare Financial Services, Inc116
0.0% of portfolio›$25.2K
TD Waterhouse Canada Inc.111
0.0% of portfolio›$25.3K
Parkside Financial Bank & Trust108
0.0% of portfolio›$23.5K
Cullen T Bankers, Inc.107
0.0% of portfolio›$23.3K
Spire Wealth Management104
0.0% of portfolio›$22.6K
Hazlett, Burt & Watson, Inc.100
0.0% of portfolio›$22
Clearstead Trust, LLC94
0.0% of portfolio›$20.5K
Hilltop National Bank90
0.0% of portfolio›$19.6K
Pension & Wealth Management Advisors, Inc.87
0.0% of portfolio›$18.9K
Activest Wealth Management84
0.0% of portfolio›$18.3K
Lanark Financial, Inc.83
0.0% of portfolio›$18.1K
Oakworth Capital, Inc.77
0.0% of portfolio›$16.8K
Ascentis Wealth Management, LLC77
0.0% of portfolio›$16.8K
Reyes Financial Architecture, Inc.75
0.0% of portfolio›$16.3K
First Bancorp, Inc75
0.0% of portfolio›$16.3K
Owl Creek Wealth Partners LLC65
0.0% of portfolio›$14.1K
Latitude Advisors, LLC62
0.0% of portfolio›$13.4K
Southern Michigan Bank & Trust55
0.0% of portfolio›$12.0K
Financial Consulate, Inc53
0.0% of portfolio›$11.5K
Financial Freedom, LLC52
0.0% of portfolio›$11.3K
Fjarde Ap-Fonden TH Swedish National Pension Fund50
0.0% of portfolio›$10.9K
Rossby Financial, LCC47
0.0% of portfolio›$10.2K
High Note Wealth, LLC45
0.0% of portfolio›$9.8K
Bell Investment Advisors, Inc44
0.0% of portfolio›$9.6K
Highline Wealth Partners LLC40
0.0% of portfolio›$8.7K
Valued Wealth Advisors LLC38
0.0% of portfolio›$8.3K
Ascentis Independent Advisors38
0.0% of portfolio›$8.3K
Farmers & Merchants Investments Inc38
0.0% of portfolio›$8.3K
MV Capital Management, Inc.37
0.0% of portfolio›$8.1K
Physician Wealth Advisors, Inc.36
0.0% of portfolio›$7.8K
Private Wealth Management Group, LLC33
0.0% of portfolio›$7.2K
Plato Investment Management Ltd32
0.0% of portfolio›$7.0K
Pacific Center for Financial Services30
0.0% of portfolio›$6.5K
GoalVest Advisory LLC30
0.0% of portfolio›$6.5K
Bayban29
0.0% of portfolio›$3.6K
Noble Wealth Management PBC27
0.0% of portfolio›$5.9K
JFS Wealth Advisors, LLC27
0.0% of portfolio›$5.9K
William Mack & Associates, Inc.26
0.0% of portfolio›$5.7K
Golden State Wealth Management, LLC26
0.0% of portfolio›$5.7K
Clark Wealth Partners25
0.0% of portfolio›$5.4K
Leonteq Securities AG24
0.0% of portfolio›$5.2K
Zions Bancorporation, National Association23
0.0% of portfolio›$5.0K
UMB Private Wealth Management, LLC22
0.0% of portfolio›$4.8K
Capital Advisors, Ltd. LLC21
0.0% of portfolio›$5
Rothwell Investment Advisors, LLC21
0.0% of portfolio›$4.5K
Creative Capital Management Investments LLC17
0.0% of portfolio›$3.7K
Avion Wealth16
0.0% of portfolio›$3
Cedar Mountain Advisors, LLC14
0.0% of portfolio›$3.0K
Cromwell Holdings LLC13
0.0% of portfolio›$2.8K
CoreCap Advisors, LLC13
0.0% of portfolio›$2.8K
Burk Holdings LLC12
0.0% of portfolio›$2.6K
Marquette Asset Management, LLC11
0.0% of portfolio›$2.4K
Bay Harbor Wealth Management, LLC11
0.0% of portfolio›$2.4K
Retirement Wealth Solutions LLC10
0.0% of portfolio›$2.2K
Nvwm, LLC9
0.0% of portfolio›$2.0K
Manchester Capital Management LLC7
0.0% of portfolio›$1.5K
Gilpin Wealth Management, LLC7
0.0% of portfolio›$1.5K
American Capital Advisory, LLC7
0.0% of portfolio›$1.5K
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$1.3K
TD Private Client Wealth LLC6
0.0% of portfolio›$1.3K
Hurley Capital, LLC6
0.0% of portfolio›$1.3K
Hughes Financial Services, LLC5
0.0% of portfolio›$1.3K
Quaker Wealth Management, LLC5
0.0% of portfolio›$1.1K
Planning Strategies Inc.5
0.0% of portfolio›$1.1K
Hilton Head Capital Partners, LLC4
0.0% of portfolio›$871
TFC Financial Management, Inc.4
0.0% of portfolio›$871
Creative Financial Designs Inc4
0.0% of portfolio›$871
Davis Capital Management3
0.0% of portfolio›$653
Grove Bank & Trust2
0.0% of portfolio›$435
James T. Borello RIA2
0.0% of portfolio›$435
Breakwater Investment Management2
0.0% of portfolio›$436
Abound Wealth Management2
0.0% of portfolio›$436
DecisionPoint Financial, LLC2
0.0% of portfolio›$455
Blue Trust, Inc.1
0.0% of portfolio›$218
Proathlete Wealth Management LLC1
0.0% of portfolio›$217
Signature Resources Capital Management, LLC1
0.0% of portfolio›$218
Buck Wealth Strategies, LLC1
0.0% of portfolio›$218
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Geode Capital Management, LLC
1,136,407$247.4M0.0%IndexVery LowBoston, MA2026-11-06
Reinhart Partners, Llc.
1,029,269$224.0M5.4%ValueMediumMequon, WI2026-10-09
Dimensional Fund Advisors LP
636,760$138.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
433,603$94.4M0.0%CoreLowNew York, NY2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
400,139$87.1M0.8%GrowthVery LowBoston, MA2026-10-23
Sather Financial Group Inc
342,303$74.5M4.2%CoreLowVictoria, TX2026-10-30
Confluence Investment Management LLC
330,788$72.0M1.2%ValueMediumSt. Louis, MO2026-10-01
Wedge Capital Management L L P
318,928$69.4M1.2%ValueMediumCharlotte, NC2026-10-13
Robeco Institutional Asset Management B.V.
308,393$67.1M0.1%CoreMediumRotterdam, Philippines2026-10-20
Boston Trust Walden Corp
295,322$64.3M0.5%CoreLowBoston, MA2026-10-30
Citigroup Inc
277,849$60.5M0.0%CoreMediumNew York, NY2026-11-04
Principal Financial Group Inc
215,009$46.8M0.0%CoreLowDes Moines, IA2026-11-02
Ninety One UK Ltd
153,432$33.4M0.1%CoreMediumLondon, United Kingdom2026-10-15
Amundi
150,902$32.8M0.0%CoreMediumParis, India2026-11-06
Barclays PLC
124,240$27.0M0.0%CoreMediumLondon, United Kingdom2026-11-06
Natixis
122,078$26.6M0.1%GARPHighParis, India2026-11-06
Russell Investments Group, Ltd.
102,799$22.4M0.0%CoreLowSeattle, WA2026-11-06
Marathon Asset Management Ltd
88,557$19.3M0.9%ValueLowLondon, United Kingdom2026-10-26
LPL Financial LLC
85,710$18.7M0.0%IndexVery LowFort Mill, SC2026-11-06
Creative Planning
82,666$18.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Fisher Asset Management, LLC
55,853$12.2M0.0%CoreLowPlano, TX2026-11-06
Schaper Benz & Wise Investment Counsel Inc
54,431$11.8M0.8%CoreVery LowNeenah, WI2026-10-09
Brown Capital Management LLC
53,823$11.7M2.2%Agg GrowthLowBaltimore, MD2026-10-27
Associated Banc-Corp
51,737$11.3M0.3%CoreLowGreen Bay, WI2026-10-30
Fifth Third Bancorp
47,541$10.3M0.0%IndexVery LowCincinnati, OH2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
47,063$10.2K0.0%CoreMediumKobenhavn, Greece2026-10-22
Axxion S.A.
45,400$9.9M0.6%CoreN/AGrevenmacher, Netherlands2026-10-22
Willis Investment Counsel
42,082$9.2M0.5%CoreLowGainesville, GA2026-10-20
New York State Teachers Retirement System
41,101$8.9K0.0%CoreVery LowAlbany, NY2026-10-22
Sendero Wealth Management, LLC
34,131$7.4M0.7%GARPLowSan Antonio, TX2026-10-14
Berkeley, Inc
31,401$6.8M2.1%CoreLowBoise, ID2026-10-20
Thrivent Financial for Lutherans
31,091$6.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Leuthold Group, LLC
30,816$6.7M0.6%ValueMediumMinneapolis, MN2026-11-04
Vest Financial, LLC
29,694$6.5M0.1%ValueMediumMclean, VA2026-10-21
Harbor Capital Advisors, Inc.
29,430$6.4K0.0%ValueHighChicago, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
26,113$5.3M0.0%CoreLowPlymouth, MN2026-10-13
Johnson Financial Group, LLC
25,000$5.4M0.3%ETFLowDenver, CO2026-11-03
Bridge City Capital, LLC
23,677$5.2M1.1%ValueMediumLake Oswego, OR2026-10-29
Illinois Municipal Retirement Fund
23,648$5.1M0.1%CoreMediumOak Brook, IL2026-11-05
Philip James Wealth Mangement, LLC
22,722$4.9M0.5%YieldMediumMilton, GA2026-10-27
Virginia Retirement Systems ET Al
21,900$4.8M0.0%CoreMediumRichmond, VA2026-10-28
Dillon & Associates Inc
20,376$4.4K0.0%CoreVery LowJackson, MI2026-10-22
Oppenheimer Asset Management Inc.
18,158$4.0M0.0%CoreMediumNew York, NY2026-10-27
Level Four Advisory Services, LLC
17,204$3.7M0.1%CoreLowDallas, TX2026-11-06
Kestra Advisory Services, LLC
16,717$3.6M0.0%CoreLowAustin, TX2026-11-02
Louisiana State Employees Retirement System
16,400$3.6M0.1%IndexLowBaton Rouge, LA2026-10-20
Avory & Company, LLC
15,693$3.4M4.3%GARPLowMiami, FL2026-10-21
Isthmus Partners, LLC
14,615$3.2M0.3%ValueMediumMadison, WI2026-10-21
Virtus Family Office LLC
14,285$3.1M2.4%Deep ValueMediumEl Paso, TX2026-10-30
Cambridge Investment Research Advisors, Inc.
13,698$3.0K0.0%ETFLowFairfield, IA2026-11-02
Lido Advisors, LLC
13,543$2.9M0.0%GrowthLowLos Angeles, CA2026-11-04
State of New Jersey Common Pension Fund D
13,362$2.9M0.0%CoreLowTrenton, NJ2026-11-05
KBC Group NV
13,334$2.9K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Mirae Asset Global Investments Co., Ltd.
12,820$2.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Y-Intercept (Hong Kong) Ltd
11,954$2.6M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Merit Financial Group, LLC
11,893$2.6M0.0%ETFLowAlpharetta, GA2026-11-06
Arizona State Retirement System
11,402$2.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Quadrant Capital Group LLC
11,004$2.6M0.1%CoreLowCincinnati, OH2026-10-20
Amalgamated Bank
10,991$2.4K0.0%CoreVery LowNew York, NY2026-10-23
Maryland State Retirement & Pension System
10,960$2.4M0.0%IndexVery LowBaltimore, MD2026-11-05
Imc-Chicago, LLC
10,784$2.3M0.0%GARPVery HighChicago, IL2026-11-05
HUB Investment Partners, LLC
10,678$2.3M0.0%GrowthLowAustin, TX2026-11-03
Nisa Investment Advisors, LLC
10,532$2.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
SEB Asset Management AB
10,235$2.2M0.0%CoreN/AStockholm, Sweden2026-11-04
Marks Group Wealth Management, Inc
10,186$2.2M0.2%CoreMediumMinnetonka, MN2026-11-05
Yousif Capital Management, LLC
9,993$2.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
PNC Financial Services Group, Inc.
9,964$2.2M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Cascade Investment Advisors, Inc.
9,826$2.1M1.2%ValueLowOregon City, OR2026-11-02
Crossmark Global Holdings, Inc.
9,620$2.1M0.0%GARPMediumHouston, TX2026-10-21
Glenview Trust Co
9,600$2.1M0.0%GrowthVery LowLouisville, KY2026-10-28
Daiwa Securities Group Inc.
9,341$2.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,078$2.0M0.0%CoreLowHarrisburg, PA2026-11-03
PFA Pension, Forsikringsaktieselskab
8,995$2.0M0.0%CoreLowCopenhagen, Greece2026-11-06
Absher Wealth Management, LLC
8,887$1.9M0.2%CoreMediumChapel Hill, NC2026-11-02
Oregon Public Employees Retirement Fund
8,669$1.9M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
8,223$1.8K0.0%CoreVery LowJuneau, AK2026-10-15
RFG Advisory, LLC
8,144$1.8M0.0%ETFMediumBirmingham, AL2026-11-03
Evergreen Capital Management LLC
7,769$1.7M0.0%GARPMediumBellevue, WA2026-10-23
Deutsche Bank Ag\
7,447$1.6M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
DekaBank Deutsche Girozentrale
7,383$1.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Chicago Partners Investment Group LLC
7,081$1.9M0.0%GARPLowChicago, IL2026-10-27
Exchange Traded Concepts, LLC
6,775$1.5M0.0%GrowthMediumOklahoma City, OK2026-10-28
CenterBook Partners LP
6,586$1.4M0.1%ValueVery HighGreenwich, CT2026-11-02
Modera Wealth Management, LLC
6,374$1.4M0.0%ETFVery LowWestwood, NJ2026-10-28
Pictet Asset Management Holding SA
6,240$1.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Savant Capital, LLC
6,126$1.3M0.0%IndexVery LowRockford, IL2026-11-06
Oppenheimer & Co Inc
5,892$1.3M0.0%CoreLowNew York, NY2026-10-26
Legacy Wealth Asset Management, LLC
5,876$1.3M0.3%GARPMediumWoodbury, MN2026-10-09
New York Life Investment Management LLC
5,830$1.3M0.0%GrowthLowNew York, NY2026-11-04
Brighton Jones LLC
5,598$1.2M0.0%CoreVery LowSeattle, WA2026-11-03
Accurate Wealth Management, LLC
4,996$1.2M0.1%CoreMediumWesley Chapel, FL2026-10-20
Fifth Third Wealth Advisors LLC
4,947$1.1M0.0%IndexVery LowCincinnati, OH2026-10-22
Larson Financial Group LLC
4,920$1.1M0.0%GrowthLowSt Louis, MO2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,915$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Prospera Financial Services Inc
4,822$1.3M0.0%CoreMediumDallas, TX2026-11-04
Mutual of America Capital Management LLC
4,805$1.0M0.0%IndexLowNew York, NY2026-10-23
Kestra Private Wealth Services, LLC
4,585$998.0K0.0%GrowthLowAustin, TX2026-11-06
Vise Technologies, Inc.
4,583$997.5K0.0%IndexLowNew York, NY2026-10-29
HB Wealth Management, LLC
4,347$946.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Crestwood Advisors Group, LLC
4,336$943.7K0.0%GrowthLowBoston, MA2026-10-27
Commonwealth Equity Services, LLC
4,290$933.7K0.0%ETFLowWaltham, MA2026-11-02
US Bancorp \de\
4,156$904.6K0.0%IndexLowMinneapolis, MN2026-11-05
Boit C F David
4,000$870.6K0.4%CoreVery LowBoston, MA2026-10-29
Aaron Wealth Advisors LLC
3,990$868.5K0.0%GrowthMediumChicago, IL2026-10-13
Swiss Life Asset Management Ltd
3,976$865.4K0.0%CoreLowZurich, Switzerland2026-11-03
CIBC Asset Management Inc
3,804$827.9K0.0%GARPLowToronto, South Africa2026-11-05
Archford Capital Strategies, LLC
3,776$821.8K0.1%GrowthMediumSwansea, IL2026-10-19
Lecap Asset Management LTD
3,747$815.5K0.4%ValueVery HighLondon, United Kingdom2026-10-27
OpenArc Corporate Advisory, LLC
3,727$811.2K0.0%GrowthLowAtlanta, GA2026-10-21
Ethic Inc.
3,582$779.6K0.0%CoreLowNew York, NY2026-11-03
Davis Investment Partners, LLC
3,579$779.0K0.2%ETFLowCharlotte, NC2026-11-05
Inscription Capital, LLC
3,390$737.8K0.1%GARPMediumHouston, TX2026-11-02
Atria Investments, Inc
3,387$737.2K0.0%CoreMediumCharlotte, NC2026-10-15
Certuity, LLC
3,383$736.4K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Baker Avenue Asset Management, LP
3,363$732.0K0.0%GrowthLowSan Francisco, CA2026-11-06
Choreo, LLC
3,355$730.2K0.0%IndexLowRockford, IL2026-10-28
Citizens Financial Group Inc
3,260$709.5K0.0%GrowthLowProvidence, RI2026-10-23
Sterling Capital Management LLC
3,176$691.3K0.0%GARPMediumCharlotte, NC2026-10-22
Allspring Global Investments Holdings, LLC
3,164$719.7K0.0%CoreMediumCharlotte, NC2026-11-04
Boyd Watterson Asset Management LLC
3,149$685.4K0.2%CoreLowCleveland, OH2026-11-06
Xponance LLC
3,012$655.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Foster Victor Wealth Advisors, LLC
2,990$756.5K0.0%CoreMediumGreenville, SC2026-10-21
Childress Capital Advisors, LLC
2,951$642.3K0.1%GARPMediumHouston, TX2026-10-28
Fulcrum Asset Management LLP
2,920$638.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Parallel Advisors, LLC
2,918$635.1K0.0%IndexLowSan Francisco, CA2026-11-03
Apollon Wealth Management, LLC
2,903$631.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Gamma Investing LLC
2,886$628.1K0.0%IndexVery LowFoster City, CA2026-10-08
NorthCrest Asset Manangement, LLC
2,845$654.1K0.0%GrowthLowPlymouth, MN2026-10-13
Compound Planning, Inc.
2,783$605.8K0.0%CoreLowNew York, NY2026-11-05
Versant Capital Management, Inc
2,689$585.3K0.1%GARPLowPhoenix, AZ2026-10-02
Burney Co/
2,687$584.8K0.0%GARPMediumReston, VA2026-10-15
Alps Advisors Inc
2,608$567.6K0.0%YieldLowDenver, CO2026-11-03
Signaturefd, LLC
2,547$554.3K0.0%IndexLowAtlanta, GA2026-10-23
Anchyra Partners LLC
2,485$540.9K0.1%CoreLowAtlanta, GA2026-10-13
Delta Capital Management LLC
2,430$5290.0%CoreLowRed Bank, NJ2026-10-16
Farther Finance Advisors, LLC
2,418$526.3K0.0%IndexLowSan Francisco, CA2026-10-08
Fulton Bank, N.A.
2,348$511.0K0.0%CoreLowLancaster, PA2026-10-14
Linden Thomas Advisory Services, LLC
2,348$511.0K0.0%CoreLowCharlotte, NC2026-10-19
Gateway Investment Advisers LLC
2,343$510.0K0.0%GrowthLowCincinnati, OH2026-10-13
Elevation Point Wealth Partners, LLC
2,311$503.0K0.0%CoreHighDenver, CO2026-11-05
Inspire Investing, LLC
2,300$500.6K0.0%GARPHighMeridian, ID2026-10-22
AlphaCore Capital LLC
2,269$493.8K0.0%ETFLowLa Jolla, CA2026-11-04
Salem Investment Counselors Inc
2,258$491.5K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
BankChampaign, National Association
2,232$485.8K0.4%GrowthMediumChampaign, IL2026-10-19
Park Capital Management, LLC / WI
2,204$479.7K0.2%GrowthHighMadison, WI2026-10-13
Achmea Investment Management B.V.
2,191$477.2K0.0%CoreMediumZeist, Philippines2026-10-30
Sage Rhino Capital LLC
2,177$473.8K0.1%ETFLowMenlo Park, CA2026-10-28
Harel Insurance Investments & Financial Services Ltd.
2,150$4680.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Praxis Investment Management Inc
2,101$4570.0%CoreLowGoshen, IN2026-11-03
Bennett Selby Investments LP
2,081$452.8K0.1%CoreVery LowFalmouth, ME2026-10-19
Lauterbach Financial Advisors, LLC
2,076$451.9K0.2%ETFVery LowEl Paso, TX2026-10-21
SAX Wealth Advisors, LLC
2,071$450.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Alpha Family Trust
2,020$253.9K0.1%GrowthLowLos Angeles, CA2026-11-04
Valeo Financial Advisors, LLC
2,010$437.5K0.0%ETFLowCarmel, IN2026-10-08
Profund Advisors LLC
2,006$436.6K0.0%GrowthLowBethesda, MD2026-10-29
111 Capital
2,004$436.2K0.1%CoreVery HighParis, India2026-11-03
VestGen Advisors, LLC
1,991$433.3K0.0%GrowthMediumChicago, IL2026-10-27
Ritholtz Wealth Management
1,935$421.2K0.0%IndexLowNew York, NY2026-11-05
Portside Wealth Group, LLC
1,921$418.1K0.0%CoreMediumProvo, UT2026-10-20
Truist Financial Corp
1,916$417.0K0.0%CoreLowCharlotte, NC2026-10-30
Candriam S.C.A.
1,912$417.7K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Krilogy Financial LLC
1,856$436.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Brown Miller Wealth Management, LLC
1,802$392.2K0.1%GrowthLowMclean, VA2026-11-02
Bryn Mawr Trust Advisors, LLC
1,782$387.9K0.0%CoreLowPhiladelphia, PA2026-11-04
Kathmere Capital Management, LLC
1,767$384.6K0.0%ETFLowWayne, PA2026-10-20
PDS Planning, Inc
1,713$372.8K0.0%IndexVery LowDublin, OH2026-11-03
Clear Creek Financial Management, LLC
1,709$371.9K0.0%ETFMediumSilverdale, WA2026-10-28
Wedmont Private Capital
1,692$389.0K0.0%IndexVery LowWest Chester, PA2026-10-09
MTM Investment Management, LLC
1,654$360.1K0.1%CoreVery LowSpartanburg, SC2026-10-30
Sagespring Wealth Partners, LLC
1,648$358.6K0.0%ETFLowFranklin, TN2026-10-22
Able Wealth Management LLC
1,592$359.5K0.1%ETFMediumToms River, NJ2026-10-13
Nykredit A/S
1,564$340.4K0.0%CoreN/ANordhavn, Greece2026-11-06
IFP Advisors, Inc
1,558$339.1K0.0%GrowthLowTampa, FL2026-10-16
Commonwealth Financial Services, LLC
1,532$333.4K0.1%ETFMediumVienna, WV2026-10-20
Diversified Management Inc
1,506$327.8K0.1%CoreVery LowMilwaukee, WI2026-10-08
Allworth Financial LP
1,505$189.1K0.0%IndexLowFolsom, CA2026-11-06
Daytona Street Capital LLC
1,500$331.6K0.2%Deep ValueMediumSaint Louis, MO2026-10-15
Americana Partners, LLC
1,472$320.4K0.0%CoreMediumHouston, TX2026-10-28
MBL Wealth, LLC
1,454$316.5K0.0%ETFLowCharlotte, NC2026-10-22
Keudell ison Wealth Management
1,422$309.5K0.1%ETFMediumSalem, OR2026-10-16
Daymark Wealth Partners, LLC
1,413$307.6K0.0%CoreLowCincinnati, OH2026-11-04
CX Institutional
1,399$3040.0%CoreMediumAuburn, IN2026-10-02
Regent Peak Wealth Advisors LLC
1,398$304.3K0.1%GrowthLowAtlanta, GA2026-10-13
Symmetry Partners, LLC
1,389$302.3K0.0%ETFLowGlastonbury, CT2026-10-27
Abel Hall, LLC
1,388$302.1K0.1%CoreMediumBaton Rouge, LA2026-10-19
Wesbanco Bank Inc
1,312$285.6K0.0%CoreLowWheeling, WV2026-11-04
Strs Ohio
1,301$283.2K0.0%CoreMediumColumbus, OH2026-10-30
Calamos Wealth Management LLC
1,298$282.5K0.0%GrowthMediumNaperville, IL2026-11-02
North Dakota State Investment Board
1,254$272.9K0.0%GrowthMediumBismarck, ND2026-10-27
Parcion Private Wealth LLC
1,248$271.6K0.0%CoreMediumBellevue, WA2026-10-28
SteelPeak Wealth, LLC
1,233$268.4K0.0%GrowthHighWoodland Hills, CA2026-10-16
Concurrent Investment Advisors, LLC
1,227$267.1K0.0%GrowthMediumTampa, FL2026-10-16
Perigon Wealth Management, LLC
1,211$263.6K0.0%GrowthLowSan Francisco, CA2026-10-22
One Way Holdings LLC
1,200$261.2K0.0%CoreMediumFlower Mound, TX2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,200$261.2K0.0%GARPLowMansfield, OH2026-10-27
SYM Financial Corp
1,193$259.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Mather Group, Llc.
1,184$257.7K0.0%ETFMediumChicago, IL2026-10-14
Interchange Capital Partners, LLC
1,135$247.0K0.0%GrowthLowPittsburgh, PA2026-10-28
Focus Financial Network, Inc.
1,092$237.6K0.0%ETFLowMinneapolis, MN2026-10-14
Cyndeo Wealth Partners, LLC
1,064$231.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Machina Capital S.A.S.
1,048$228.1K0.0%ValueVery HighParis, India2026-11-05
Miller Global Investments, LLC
1,047$227.9K0.2%ValueMediumDallas, TX2026-10-02
Occidental Asset Management, LLC
1,045$227.4K0.0%GrowthLowBurlingame, CA2026-11-05
Cornerstone Wealth Group, LLC
1,015$220.9K0.0%CoreMediumHuntersville, NC2026-11-02
Olympiad Research LP
1,004$218.5K0.3%Deep ValueVery HighStamford, CT2026-11-04
Cypress Point Wealth Management, LLC
1,003$218.3K0.0%ETFLowDallas, TX2026-11-03
MGO One Seven LLC
995$216.5K0.0%GrowthLowBeachwood, OH2026-10-28
Motley Fool Asset Management LLC
986$214.6K0.0%GrowthMediumAlexandria, VA2026-10-27
Paragon Advisors, LLC
961$209.2K0.0%ETFHighCollege Station, TX2026-11-03
Park Avenue Securities LLC
955$2080.0%ETFMediumNew York, NY2026-10-26
Capital Investment Advisory Services, LLC
947$206.1K0.0%CoreMediumRaleigh, NC2026-10-30
Greenleaf Trust
935$203.5K0.0%CoreLowKalamazoo, MI2026-10-29
Resonant Capital Advisors, LLC
931$202.6K0.0%ETFLowMadison, WI2026-10-15
Axxcess Wealth Management, LLC
927$201.8K0.0%CoreLowCarlsbad, CA2026-10-21
EverSource Wealth Advisors, LLC
893$194.4K0.0%CoreMediumBirmingham, AL2026-11-04
Diversify Wealth Management, LLC
826$208.9K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
826$208.9K0.0%GrowthLowSandy, UT2026-10-20
Align Financial, LLC
720$156.7K0.1%ETFVery LowHermantown, MN2026-10-16
Wealth Enhancement Trust Services, Inc.
713$155.2K0.0%GrowthMediumSioux Falls, SD2026-10-07
Salomon & Ludwin, LLC
658$143.2K0.0%ETFVery LowRichmond, VA2026-10-29
Covestor Ltd
574$1250.0%ValueHighLondon, United Kingdom2026-10-30
MassMutual Private Wealth & Trust, FSB
555$120.8K0.0%CoreLowSpringfield, MA2026-10-05
Private Trust Co NA
512$111.4K0.0%CoreLowCleveland, OH2026-10-20
Key FInancial Inc
500$108.8K0.0%ETFLowWest Chester, PA2026-11-02
Bokf, NA
500$108.8K0.0%CoreLowTulsa, OK2026-10-27
Pinnacle Bancorp, Inc.
481$104.7K0.0%CoreVery LowBeatrice, NE2026-10-21
SJS Investment Consulting Inc.
481$104.7K0.0%ETFVery LowSylvania, OH2026-10-26
Heritage Family Offices, LLP
356$77.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Harbor Investment Advisory, LLC
350$76.2K0.0%GrowthLowLutherville, MD2026-10-13
Root Financial Partners, LLC
337$73.3K0.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
331$72.0K0.0%ETFMediumScottsdale, AZ2026-10-14
UMB Bank, n.a.
326$71.0K0.0%CoreLowKansas City, MO2026-11-06
Trust Co of Vermont
320$69.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
State of Wyoming
293$63.8K0.0%ValueHighCheyenne, WY2026-10-28
True Wealth Design, LLC
269$58.5K0.0%ETFMediumAkron, OH2026-10-13
Assetmark, Inc
267$58.1K0.0%ETFLowConcord, CA2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
262$57.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
Union Bancaire Privee, UBP SA
262$52.8K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Kozak & Associates, Inc.
257$67.5K0.0%ETFLowHighlands Ranch, CO2026-10-29
Elevation Wealth Partners, LLC
233$50.7K0.0%ETFLowWalnut Creek, CA2026-10-07
Elyxium Wealth, LLC
223$48.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Provenance Wealth Advisors, LLC
219$47.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Birch Financial Group, LLC
210$45.7K0.0%CoreLowKeene, NH2026-10-27
Horizon Financial Services, LLC
202$44.0K0.0%ETFLowWinston Salem, NC2026-11-04
North Star Investment Management Corp.
198$43.1K0.0%CoreLowChicago, IL2026-10-27
SBI Securities Co., Ltd.
190$41.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Clearstead Advisors, LLC
186$40.5K0.0%ETFLowCleveland, OH2026-11-06
Essential Partners LLC
159$34.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Silver Grove Financial Group, Inc.
143$31.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Valley National Advisers Inc
133$29.0K0.0%ETFLowBethlehem, PA2026-10-23
Laurel Wealth Advisors LLC
129$28.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Cape Investment Advisory, Inc.
127$27.6K0.0%ETFLowMcdonough, GA2026-10-13
Wilmington Savings Fund Society, FSB
120$26.1K0.0%CoreLowWilmington, DE2026-10-23
Bare Financial Services, Inc
116$25.2K0.0%ETFVery LowGap, PA2026-11-04
TD Waterhouse Canada Inc.
111$25.3K0.0%CoreLowToronto, Australia2026-10-16
Parkside Financial Bank & Trust
108$23.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Cullen T Bankers, Inc.
107$23.3K0.0%GrowthLowSan Antonio, TX2026-10-28
Spire Wealth Management
104$22.6K0.0%GrowthMediumMclean, VA2026-10-30
Hazlett, Burt & Watson, Inc.
100$220.0%CoreVery LowWheeling, WV2026-11-04
Clearstead Trust, LLC
94$20.5K0.0%GrowthLowPortland, ME2026-11-06
Hilltop National Bank
90$19.6K0.0%CoreLowCasper, WY2026-10-14
Pension & Wealth Management Advisors, Inc.
87$18.9K0.0%ETFLowWaltham, MA2026-10-16
Activest Wealth Management
84$18.3K0.0%ETFLowAventura, FL2026-10-15
Lanark Financial, Inc.
83$18.1K0.0%CoreMediumBirmingham, AL2026-10-26
Oakworth Capital, Inc.
77$16.8K0.0%ETFLowBirmingham, AL2026-10-26
Ascentis Wealth Management, LLC
77$16.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Reyes Financial Architecture, Inc.
75$16.3K0.0%ETFVery HighSan Diego, CA2026-10-22
First Bancorp, Inc
75$16.3K0.0%ValueVery LowDamariscotta, ME2026-10-26
Owl Creek Wealth Partners LLC
65$14.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Latitude Advisors, LLC
62$13.4K0.0%ETFLowYorkville, IL2026-10-27
Southern Michigan Bank & Trust
55$12.0K0.0%ETFLowColdwater, MI2026-10-19
Financial Consulate, Inc
53$11.5K0.0%ETFLowHunt Valley, MD2026-10-23
Financial Freedom, LLC
52$11.3K0.0%ETFLowCincinnati, OH2026-11-06
Fjarde Ap-Fonden TH Swedish National Pension Fund
50$10.9K0.0%GrowthLowStockholm, Sweden2026-10-15
Rossby Financial, LCC
47$10.2K0.0%ETFMediumMelbourne, FL2026-11-05
High Note Wealth, LLC
45$9.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Bell Investment Advisors, Inc
44$9.6K0.0%ETFVery LowOrinda, CA2026-10-29
Highline Wealth Partners LLC
40$8.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Valued Wealth Advisors LLC
38$8.3K0.0%IndexVery LowHolladay, UT2026-11-05
Ascentis Independent Advisors
38$8.3K0.0%ETFLowDallas, TX2026-11-03
Farmers & Merchants Investments Inc
38$8.3K0.0%CoreVery LowLincoln, NE2026-10-22
MV Capital Management, Inc.
37$8.1K0.0%ETFLowBethesda, MD2026-10-29
Physician Wealth Advisors, Inc.
36$7.8K0.0%ETFMediumMidvale, UT2026-10-20
Private Wealth Management Group, LLC
33$7.2K0.0%ETFLowPrinceton, NJ2026-10-19
Plato Investment Management Ltd
32$7.0K0.0%CoreLowSydney, China2026-11-05
Pacific Center for Financial Services
30$6.5K0.0%ETFMediumDanville, CA2026-10-15
GoalVest Advisory LLC
30$6.5K0.0%ETFMediumNew York, NY2026-10-02
Bayban
29$3.6K0.0%ValueLowBayport, MN2026-11-05
Noble Wealth Management PBC
27$5.9K0.0%YieldMediumGreenwood Village, CO2026-10-01
JFS Wealth Advisors, LLC
27$5.9K0.0%ETFVery LowHermitage, PA2026-11-03
William Mack & Associates, Inc.
26$5.7K0.0%ETFLowTroy, MI2026-10-27
Golden State Wealth Management, LLC
26$5.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Clark Wealth Partners
25$5.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Leonteq Securities AG
24$5.2K0.0%CoreHighZurich, Switzerland2026-10-29
Zions Bancorporation, National Association
23$5.0K0.0%CoreMediumSalt Lake City, UT2026-11-06
UMB Private Wealth Management, LLC
22$4.8K0.0%GrowthN/AKansas City, MO2026-10-19
Capital Advisors, Ltd. LLC
21$50.0%ETFLowShaker Heights, OH2026-10-27
Rothwell Investment Advisors, LLC
21$4.5K0.0%N/AN/ASalem, MA2026-11-06
Creative Capital Management Investments LLC
17$3.7K0.0%ETFLowSan Diego, CA2026-10-28
Avion Wealth
16$30.0%ETFLowThe Woodlands, TX2026-11-04
Cedar Mountain Advisors, LLC
14$3.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Cromwell Holdings LLC
13$2.8K0.0%IndexLowJackson, WY2026-10-28
CoreCap Advisors, LLC
13$2.8K0.0%ETFMediumSouthfield, MI2026-10-08
Burk Holdings LLC
12$2.6K0.0%ETFVery LowTulsa, OK2026-11-05
Marquette Asset Management, LLC
11$2.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Bay Harbor Wealth Management, LLC
11$2.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Retirement Wealth Solutions LLC
10$2.2K0.0%ETFLowMarshfield, WI2026-10-07
Nvwm, LLC
9$2.0K0.0%GrowthMediumYardley, PA2026-10-14
Manchester Capital Management LLC
7$1.5K0.0%CoreLowManchester, VT2026-10-22
Gilpin Wealth Management, LLC
7$1.5K0.0%GrowthLowDenver, CO2026-10-09
American Capital Advisory, LLC
7$1.5K0.0%ETFLowKetchum, ID2026-10-28
DiNuzzo Private Wealth, Inc.
6$1.3K0.0%ETFLowBeaver, PA2026-10-16
TD Private Client Wealth LLC
6$1.3K0.0%ETFLowNew York, NY2026-10-28
Hurley Capital, LLC
6$1.3K0.0%GARPMediumNew York, NY2026-11-05
Hughes Financial Services, LLC
5$1.3K0.0%ETFLowHerndon, VA2026-10-30
Quaker Wealth Management, LLC
5$1.1K0.0%ETFMediumMoorestown, NJ2026-10-22
Planning Strategies Inc.
5$1.1K0.0%ETFN/ALancaster, PA2026-10-02
Hilton Head Capital Partners, LLC
4$8710.0%CoreMediumHilton Head Island, SC2026-10-23
TFC Financial Management, Inc.
4$8710.0%ETFVery LowBoston, MA2026-10-26
Creative Financial Designs Inc
4$8710.0%ETFMediumKokomo, IN2026-11-04
Davis Capital Management
3$6530.0%CoreLowJacksonville, FL2026-10-08
Grove Bank & Trust
2$4350.0%ETFLowMiami, FL2026-10-08
James T. Borello RIA
2$4350.0%ETFVery LowEast Dundee, IL2026-10-16
Breakwater Investment Management
2$4360.0%ETFLowSeattle, WA2026-10-20
Abound Wealth Management
2$4360.0%ETFVery LowFranklin, TN2026-10-26
DecisionPoint Financial, LLC
2$4550.0%ETFVery LowMesa, AZ2026-10-27
Blue Trust, Inc.
1$2180.0%ETFLowBrentwood, TN2026-10-15
Proathlete Wealth Management LLC
1$2170.0%ETFVery LowBoca Raton, FL2026-10-15
Signature Resources Capital Management, LLC
1$2180.0%ETFLowNewport Beach, CA2026-10-16
Buck Wealth Strategies, LLC
1$2180.0%ValueMediumDenver, CO2026-10-28
Lloyd Advisory Services, Llc.
0$110.0%ETFVery HighSuwanee, GA2026-11-02