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Paylocity Holding Corp (PCTY)

CUSIP: 70438V106 | NYSE | Technology · Software - Application | Mid Cap | 1375 institutional holders

Quarters

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

Dimensional Fund Advisors LP773,976
0.0% of portfolio›$110.3M
Van Berkom & Associates Inc.463,399
0.0% of portfolio›$66.1K
Riverbridge Partners LLC309,856
1.3% of portfolio›$44.2M
Bank of New York Mellon Corp298,316
0.0% of portfolio›$42.5M
Assenagon Asset Management S.A.279,132
0.0% of portfolio›$39.8M
Boston Trust Walden Corp208,231
0.2% of portfolio›$29.7M
Nicholas Company, Inc.141,813
0.4% of portfolio›$20.2M
Principal Financial Group Inc97,478
0.0% of portfolio›$13.9M
Creative Planning68,203
0.0% of portfolio›$9.7M
Retirement Systems of Alabama64,281
0.0% of portfolio›$9.2M
Swedbank AB60,400
0.0% of portfolio›$8.6M
Wealth Enhancement Advisory Services, LLC57,525
0.0% of portfolio›$7.6M
BI Asset Management Fondsmaeglerselskab A/S47,077
0.0% of portfolio›$6.7K
Granite Investment Partners, LLC47,005
0.4% of portfolio›$6.7M
New York State Teachers Retirement System44,339
0.0% of portfolio›$6.3K
Oppenheimer Asset Management Inc.31,576
0.0% of portfolio›$4.5M
Leuthold Group, LLC31,485
0.4% of portfolio›$4.5M
Seizert Capital Partners, LLC30,060
0.2% of portfolio›$4.3M
Harbor Capital Advisors, Inc.29,981
0.0% of portfolio›$4.3K
Riggs Asset Managment Co. Inc.26,007
0.7% of portfolio›$3.7M
Mutual of America Capital Management LLC23,261
0.0% of portfolio›$3.3M
Quadrant Capital Group LLC20,040
0.1% of portfolio›$3.2M
Amalgamated Bank19,405
0.0% of portfolio›$2.8K
Burney Co/19,352
0.1% of portfolio›$2.8M
AGF Management LTD18,374
0.0% of portfolio›$2.6M
Chicago Partners Investment Group LLC15,563
0.1% of portfolio›$2.8M
Archford Capital Strategies, LLC15,471
0.2% of portfolio›$2.2M
AlphaCore Capital LLC15,178
0.0% of portfolio›$2.2M
Fifth Third Bancorp15,161
0.0% of portfolio›$2.2M
Y-Intercept (Hong Kong) Ltd15,010
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D14,621
0.0% of portfolio›$2.1M
Thrivent Financial for Lutherans13,356
0.0% of portfolio›$1.9K
Citigroup Inc13,103
0.0% of portfolio›$1.9M
KBC Group NV12,888
0.0% of portfolio›$1.8K
Louisiana State Employees Retirement System12,600
0.0% of portfolio›$1.8M
Arizona State Retirement System12,065
0.0% of portfolio›$1.7M
Robeco Institutional Asset Management B.V.11,668
0.0% of portfolio›$1.7M
Yousif Capital Management, LLC11,109
0.0% of portfolio›$1.6M
Jackson Creek Investment Advisors LLC10,627
0.0% of portfolio›$1.5K
Brighton Jones LLC10,520
0.0% of portfolio›$1.5M
Vise Technologies, Inc.10,160
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,132
0.0% of portfolio›$1.4M
State of Michigan Retirement System9,972
0.0% of portfolio›$1.4M
Smith Group Asset Management, LLC9,075
0.1% of portfolio›$1.3M
Oregon Public Employees Retirement Fund8,833
0.0% of portfolio›$1.3M
Kestra Advisory Services, LLC8,776
0.0% of portfolio›$1.3M
Ethic Inc.8,750
0.0% of portfolio›$1.2M
Chicago Capital, LLC8,244
0.0% of portfolio›$1.2M
Gateway Investment Advisers LLC8,243
0.0% of portfolio›$1.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management8,023
0.0% of portfolio›$1.1M
Exchange Traded Concepts, LLC8,017
0.0% of portfolio›$1.1M
NorthCrest Asset Manangement, LLC7,777
0.0% of portfolio›$1.2M
CenterBook Partners LP7,571
0.0% of portfolio›$1.1M
Truist Financial Corp7,428
0.0% of portfolio›$1.1M
Evergreen Capital Management LLC7,377
0.0% of portfolio›$1.1M
HB Wealth Management, LLC6,815
0.0% of portfolio›$675.2K
Krilogy Financial LLC6,741
0.0% of portfolio›$1.1M
Inscription Capital, LLC6,699
0.1% of portfolio›$955.1K
Pictet Asset Management Holding SA6,400
0.0% of portfolio›$912.4K
Certuity, LLC6,051
0.0% of portfolio›$862.7K
Keeler Thomas Management LLC5,989
0.3% of portfolio›$853.8K
Aaron Wealth Advisors LLC5,651
0.0% of portfolio›$805.7K
Fideuram Asset Management (Ireland) dac5,331
0.0% of portfolio›$833.3K
US Bancorp \de\5,329
0.0% of portfolio›$759.8K
Xponance LLC5,328
0.0% of portfolio›$759.6K
Atria Investments, Inc4,976
0.0% of portfolio›$709.4K
Crestwood Advisors Group, LLC4,941
0.0% of portfolio›$704.4K
HUB Investment Partners, LLC4,769
0.0% of portfolio›$679.9K
Versant Capital Management, Inc4,639
0.1% of portfolio›$661.4K
Lido Advisors, LLC4,342
0.0% of portfolio›$619.1K
Oak Thistle LLC4,262
0.1% of portfolio›$607.6K
SEB Asset Management AB4,190
0.0% of portfolio›$597.4K
State of Alaska, Department of Revenue4,022
0.0% of portfolio›$573
Gamma Investing LLC3,988
0.0% of portfolio›$568.6K
Alps Advisors Inc3,922
0.0% of portfolio›$559.2K
Choreo, LLC3,849
0.0% of portfolio›$548.7K
Mirae Asset Global Investments Co., Ltd.3,835
0.0% of portfolio›$546.8K
Fulcrum Asset Management LLP3,704
0.0% of portfolio›$526.7K
Signaturefd, LLC3,520
0.0% of portfolio›$501.8K
Curated Wealth Partners LLC3,496
0.0% of portfolio›$498.4K
Trust Point Inc.3,377
0.0% of portfolio›$481.5K
Citizens Financial Group Inc3,373
0.0% of portfolio›$480.9K
Lifestyle Asset Management, Inc.3,279
0.1% of portfolio›$467.5K
Swiss Life Asset Management Ltd3,060
0.0% of portfolio›$436.3K
Virginia Retirement Systems ET Al3,000
0.0% of portfolio›$427.7K
Parcion Private Wealth LLC2,883
0.0% of portfolio›$411.0K
Lake Street Private Wealth, LLC2,851
0.0% of portfolio›$406.5K
Park Avenue Securities LLC2,695
0.0% of portfolio›$384
Linden Thomas Advisory Services, LLC2,393
0.0% of portfolio›$341.2K
Cornerstone Wealth Group, LLC2,265
0.0% of portfolio›$322.9K
Interchange Capital Partners, LLC2,189
0.1% of portfolio›$312.1K
Larson Financial Group LLC2,161
0.0% of portfolio›$308.1K
Seelaus Asset Management LLC2,134
0.2% of portfolio›$304.2K
Crossmark Global Holdings, Inc.2,131
0.0% of portfolio›$303.8K
OpenArc Corporate Advisory, LLC2,082
0.0% of portfolio›$296.8K
MBL Wealth, LLC2,014
0.0% of portfolio›$287.1K
Fifth Third Wealth Advisors LLC1,970
0.0% of portfolio›$280.9K
Wedmont Private Capital1,970
0.0% of portfolio›$301.4K
Provenance Wealth Advisors, LLC1,962
0.0% of portfolio›$279.7K
Praxis Investment Management Inc1,955
0.0% of portfolio›$279
Abel Hall, LLC1,918
0.0% of portfolio›$273.4K
EverSource Wealth Advisors, LLC1,896
0.0% of portfolio›$270.3K
Sagespring Wealth Partners, LLC1,852
0.0% of portfolio›$264.0K
ProShare Advisors LLC1,831
0.0% of portfolio›$261.0K
Riversedge Advisors, LLC1,828
0.0% of portfolio›$260.6K
MGO One Seven LLC1,815
0.0% of portfolio›$258.8K
Daymark Wealth Partners, LLC1,757
0.0% of portfolio›$250.5K
Fulton Bank, N.A.1,732
0.0% of portfolio›$246.9K
SYM Financial Corp1,731
0.0% of portfolio›$246.7K
Apollon Wealth Management, LLC1,721
0.0% of portfolio›$245.4K
CIBC Asset Management Inc1,666
0.0% of portfolio›$237.5K
Capstone Wealth Management, LLC1,645
0.1% of portfolio›$234.5K
Parkside Financial Bank & Trust1,643
0.0% of portfolio›$234.2K
Compound Planning, Inc.1,577
0.0% of portfolio›$224.8K
Childress Capital Advisors, LLC1,554
0.0% of portfolio›$221.6K
Nisa Investment Advisors, LLC1,532
0.0% of portfolio›$218.4K
Farther Finance Advisors, LLC1,520
0.0% of portfolio›$216.7K
Parallel Advisors, LLC1,426
0.0% of portfolio›$203.3K
Essential Partners LLC1,424
0.1% of portfolio›$203.0K
WealthPlan Investment Management, LLC1,421
0.0% of portfolio›$202.6K
IFP Advisors, Inc1,181
0.0% of portfolio›$168.4K
Sterling Capital Management LLC1,170
0.0% of portfolio›$166.8K
True Wealth Design, LLC1,090
0.0% of portfolio›$155.4K
DekaBank Deutsche Girozentrale1,058
0.0% of portfolio›$151
Covestor Ltd821
0.0% of portfolio›$117
Root Financial Partners, LLC673
0.0% of portfolio›$96.0K
Strs Ohio597
0.0% of portfolio›$85.1K
Elevation Wealth Partners, LLC471
0.0% of portfolio›$67.2K
MassMutual Private Wealth & Trust, FSB365
0.0% of portfolio›$52.0K
SJS Investment Consulting Inc.364
0.0% of portfolio›$51.9K
Elyxium Wealth, LLC339
0.0% of portfolio›$48.3K
Hughes Financial Services, LLC257
0.0% of portfolio›$43.3K
SBI Securities Co., Ltd.238
0.0% of portfolio›$33.9K
Ascentis Independent Advisors191
0.0% of portfolio›$27.2K
Assetmark, Inc169
0.0% of portfolio›$24.1K
Reyes Financial Architecture, Inc.168
0.0% of portfolio›$24.0K
Legacies Wealth LLC163
0.0% of portfolio›$23.2K
Cullen T Bankers, Inc.144
0.0% of portfolio›$20.5K
Fortitude Family Office, LLC141
0.0% of portfolio›$20.1K
Activest Wealth Management127
0.0% of portfolio›$18.1K
Pension & Wealth Management Advisors, Inc.119
0.0% of portfolio›$17.0K
Simplex Trading, LLC112
0.0% of portfolio›$16.0K
Bullock Wealth Management Group112
0.0% of portfolio›$16.4K
Leonteq Securities AG104
0.0% of portfolio›$14.8K
Highline Wealth Partners LLC96
0.0% of portfolio›$13.7K
Mitsubishi UFJ Asset Management Co., Ltd.93
0.0% of portfolio›$13.3K
Pinnacle Wealth Planning Services, Inc.87
0.0% of portfolio›$12.4K
James T. Borello RIA69
0.0% of portfolio›$9.8K
Bare Financial Services, Inc61
0.0% of portfolio›$8.7K
GoalVest Advisory LLC60
0.0% of portfolio›$8.6K
Owl Creek Wealth Partners LLC60
0.0% of portfolio›$8.6K
High Note Wealth, LLC56
0.0% of portfolio›$8.0K
CoreCap Advisors, LLC55
0.0% of portfolio›$7.8K
Ascentis Wealth Management, LLC48
0.0% of portfolio›$6.8K
MV Capital Management, Inc.44
0.0% of portfolio›$6.3K
Farmers & Merchants Investments Inc38
0.0% of portfolio›$5.4K
Avion Wealth34
0.0% of portfolio›$4
Physician Wealth Advisors, Inc.32
0.0% of portfolio›$4.6K
Silver Grove Financial Group, Inc.32
0.0% of portfolio›$4.6K
North Star Investment Management Corp.31
0.0% of portfolio›$4.4K
Bell Investment Advisors, Inc29
0.0% of portfolio›$4.1K
Albion Financial Group25
0.0% of portfolio›$3.6K
Birchwood Financial Partners, Inc.22
0.0% of portfolio›$3.1K
Signature Equity Partners, LLC22
0.0% of portfolio›$3.1K
Financial Consulate, Inc22
0.0% of portfolio›$3.1K
Peterson Wealth Services21
0.0% of portfolio›$3.0K
Private Wealth Management Group, LLC21
0.0% of portfolio›$3.0K
Mather Group, Llc.20
0.0% of portfolio›$2.9K
Capital Advisors, Ltd. LLC17
0.0% of portfolio›$2
Cromwell Holdings LLC17
0.0% of portfolio›$2.4K
JFS Wealth Advisors, LLC16
0.0% of portfolio›$2.3K
Jnba Financial Advisors16
0.0% of portfolio›$2.3K
Spire Wealth Management15
0.0% of portfolio›$2.1K
Marquette Asset Management, LLC12
0.0% of portfolio›$1.7K
Burk Holdings LLC11
0.0% of portfolio›$1.6K
Creative Capital Management Investments LLC11
0.0% of portfolio›$1.6K
Planning Strategies Inc.10
0.0% of portfolio›$1.4K
Rossby Financial, LCC10
0.0% of portfolio›$1.4K
Bay Harbor Wealth Management, LLC9
0.0% of portfolio›$1.3K
Toth Financial Advisory Corp9
0.0% of portfolio›$1.3K
Quaker Wealth Management, LLC7
0.0% of portfolio›$998
Clark Wealth Partners7
0.0% of portfolio›$998
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$856
Ares Financial Consulting, LLC6
0.0% of portfolio›$855
American Capital Advisory, LLC5
0.0% of portfolio›$713
Creative Financial Designs Inc5
0.0% of portfolio›$713
Trust Co of Vermont4
0.0% of portfolio›$570
Valley National Advisers Inc4
0.0% of portfolio›$571
Breakwater Investment Management4
0.0% of portfolio›$571
TD Private Client Wealth LLC3
0.0% of portfolio›$428
3 Factor Indexing, LLC2
0.0% of portfolio›$286
DecisionPoint Financial, LLC2
0.0% of portfolio›$294
Proathlete Wealth Management LLC2
0.0% of portfolio›$285
Manchester Capital Management LLC1
0.0% of portfolio›$143
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
773,976$110.3M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
463,399$66.1K0.0%Deep ValueMediumMontreal, Austria2026-11-04
Riverbridge Partners LLC
309,856$44.2M1.3%GrowthLowMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
298,316$42.5M0.0%CoreLowNew York, NY2026-11-05
Assenagon Asset Management S.A.
279,132$39.8M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Boston Trust Walden Corp
208,231$29.7M0.2%CoreLowBoston, MA2026-10-30
Nicholas Company, Inc.
141,813$20.2M0.4%CoreLowMilwaukee, WI2026-11-05
Principal Financial Group Inc
97,478$13.9M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
68,203$9.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Retirement Systems of Alabama
64,281$9.2M0.0%IndexLowMontgomery, AL2026-11-04
Swedbank AB
60,400$8.6M0.0%GrowthLowStockholm, Sweden2026-10-27
Wealth Enhancement Advisory Services, LLC
57,525$7.6M0.0%CoreLowPlymouth, MN2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
47,077$6.7K0.0%CoreMediumKobenhavn, Greece2026-10-22
Granite Investment Partners, LLC
47,005$6.7M0.4%CoreMediumEl Segundo, CA2026-11-04
New York State Teachers Retirement System
44,339$6.3K0.0%CoreVery LowAlbany, NY2026-10-22
Oppenheimer Asset Management Inc.
31,576$4.5M0.0%CoreMediumNew York, NY2026-10-27
Leuthold Group, LLC
31,485$4.5M0.4%ValueMediumMinneapolis, MN2026-11-04
Seizert Capital Partners, LLC
30,060$4.3M0.2%ValueMediumBirmingham, MI2026-10-30
Harbor Capital Advisors, Inc.
29,981$4.3K0.0%ValueHighChicago, IL2026-10-22
Riggs Asset Managment Co. Inc.
26,007$3.7M0.7%GrowthMediumDallas, PA2026-11-05
Mutual of America Capital Management LLC
23,261$3.3M0.0%IndexLowNew York, NY2026-10-23
Quadrant Capital Group LLC
20,040$3.2M0.1%CoreLowCincinnati, OH2026-10-20
Amalgamated Bank
19,405$2.8K0.0%CoreVery LowNew York, NY2026-10-23
Burney Co/
19,352$2.8M0.1%GARPMediumReston, VA2026-10-15
AGF Management LTD
18,374$2.6M0.0%GrowthHighToronto, Australia2026-11-03
Chicago Partners Investment Group LLC
15,563$2.8M0.1%GARPLowChicago, IL2026-10-27
Archford Capital Strategies, LLC
15,471$2.2M0.2%GrowthMediumSwansea, IL2026-10-19
AlphaCore Capital LLC
15,178$2.2M0.0%ETFLowLa Jolla, CA2026-11-04
Fifth Third Bancorp
15,161$2.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Y-Intercept (Hong Kong) Ltd
15,010$2.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of New Jersey Common Pension Fund D
14,621$2.1M0.0%CoreLowTrenton, NJ2026-11-05
Thrivent Financial for Lutherans
13,356$1.9K0.0%GARPMediumMinneapolis, MN2026-11-05
Citigroup Inc
13,103$1.9M0.0%CoreMediumNew York, NY2026-11-04
KBC Group NV
12,888$1.8K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Louisiana State Employees Retirement System
12,600$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
12,065$1.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Robeco Institutional Asset Management B.V.
11,668$1.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
Yousif Capital Management, LLC
11,109$1.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Jackson Creek Investment Advisors LLC
10,627$1.5K0.0%ValueVery HighCastle Rock, CO2026-11-04
Brighton Jones LLC
10,520$1.5M0.0%CoreVery LowSeattle, WA2026-11-03
Vise Technologies, Inc.
10,160$1.4M0.0%IndexLowNew York, NY2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
10,132$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
9,972$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
Smith Group Asset Management, LLC
9,075$1.3M0.1%GrowthLowDallas, TX2026-10-27
Oregon Public Employees Retirement Fund
8,833$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Kestra Advisory Services, LLC
8,776$1.3M0.0%CoreLowAustin, TX2026-11-02
Ethic Inc.
8,750$1.2M0.0%CoreLowNew York, NY2026-11-03
Chicago Capital, LLC
8,244$1.2M0.0%GrowthLowChicago, IL2026-10-13
Gateway Investment Advisers LLC
8,243$1.2M0.0%GrowthLowCincinnati, OH2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
8,023$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Exchange Traded Concepts, LLC
8,017$1.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
NorthCrest Asset Manangement, LLC
7,777$1.2M0.0%GrowthLowPlymouth, MN2026-10-13
CenterBook Partners LP
7,571$1.1M0.0%ValueVery HighGreenwich, CT2026-11-02
Truist Financial Corp
7,428$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Evergreen Capital Management LLC
7,377$1.1M0.0%GARPMediumBellevue, WA2026-10-23
HB Wealth Management, LLC
6,815$675.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Krilogy Financial LLC
6,741$1.1M0.0%GrowthLowSt. Louis, MO2026-10-13
Inscription Capital, LLC
6,699$955.1K0.1%GARPMediumHouston, TX2026-11-02
Pictet Asset Management Holding SA
6,400$912.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Certuity, LLC
6,051$862.7K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Keeler Thomas Management LLC
5,989$853.8K0.3%CoreHighOrem, UT2026-10-29
Aaron Wealth Advisors LLC
5,651$805.7K0.0%GrowthMediumChicago, IL2026-10-13
Fideuram Asset Management (Ireland) dac
5,331$833.3K0.0%CoreHighDublin 1, Lithuania2026-10-29
US Bancorp \de\
5,329$759.8K0.0%IndexLowMinneapolis, MN2026-11-05
Xponance LLC
5,328$759.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Atria Investments, Inc
4,976$709.4K0.0%CoreMediumCharlotte, NC2026-10-15
Crestwood Advisors Group, LLC
4,941$704.4K0.0%GrowthLowBoston, MA2026-10-27
HUB Investment Partners, LLC
4,769$679.9K0.0%GrowthLowAustin, TX2026-11-03
Versant Capital Management, Inc
4,639$661.4K0.1%GARPLowPhoenix, AZ2026-10-02
Lido Advisors, LLC
4,342$619.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Oak Thistle LLC
4,262$607.6K0.1%ValueVery HighNew York, NY2026-10-21
SEB Asset Management AB
4,190$597.4K0.0%CoreN/AStockholm, Sweden2026-11-04
State of Alaska, Department of Revenue
4,022$5730.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
3,988$568.6K0.0%IndexVery LowFoster City, CA2026-10-08
Alps Advisors Inc
3,922$559.2K0.0%YieldLowDenver, CO2026-11-03
Choreo, LLC
3,849$548.7K0.0%IndexLowRockford, IL2026-10-28
Mirae Asset Global Investments Co., Ltd.
3,835$546.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Fulcrum Asset Management LLP
3,704$526.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Signaturefd, LLC
3,520$501.8K0.0%IndexLowAtlanta, GA2026-10-23
Curated Wealth Partners LLC
3,496$498.4K0.0%GARPLowEl Segundo, CA2026-10-15
Trust Point Inc.
3,377$481.5K0.0%CoreMediumLa Crosse, WI2026-10-27
Citizens Financial Group Inc
3,373$480.9K0.0%GrowthLowProvidence, RI2026-10-23
Lifestyle Asset Management, Inc.
3,279$467.5K0.1%ETFHighFriendswood, TX2026-10-20
Swiss Life Asset Management Ltd
3,060$436.3K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
3,000$427.7K0.0%CoreMediumRichmond, VA2026-10-28
Parcion Private Wealth LLC
2,883$411.0K0.0%CoreMediumBellevue, WA2026-10-28
Lake Street Private Wealth, LLC
2,851$406.5K0.0%GrowthLowChicago, IL2026-10-22
Park Avenue Securities LLC
2,695$3840.0%ETFMediumNew York, NY2026-10-26
Linden Thomas Advisory Services, LLC
2,393$341.2K0.0%CoreLowCharlotte, NC2026-10-19
Cornerstone Wealth Group, LLC
2,265$322.9K0.0%CoreMediumHuntersville, NC2026-11-02
Interchange Capital Partners, LLC
2,189$312.1K0.1%GrowthLowPittsburgh, PA2026-10-28
Larson Financial Group LLC
2,161$308.1K0.0%GrowthLowSt Louis, MO2026-11-05
Seelaus Asset Management LLC
2,134$304.2K0.2%GrowthMediumChatham, NJ2026-10-14
Crossmark Global Holdings, Inc.
2,131$303.8K0.0%GARPMediumHouston, TX2026-10-21
OpenArc Corporate Advisory, LLC
2,082$296.8K0.0%GrowthLowAtlanta, GA2026-10-21
MBL Wealth, LLC
2,014$287.1K0.0%ETFLowCharlotte, NC2026-10-22
Fifth Third Wealth Advisors LLC
1,970$280.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Wedmont Private Capital
1,970$301.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Provenance Wealth Advisors, LLC
1,962$279.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Praxis Investment Management Inc
1,955$2790.0%CoreLowGoshen, IN2026-11-03
Abel Hall, LLC
1,918$273.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
EverSource Wealth Advisors, LLC
1,896$270.3K0.0%CoreMediumBirmingham, AL2026-11-04
Sagespring Wealth Partners, LLC
1,852$264.0K0.0%ETFLowFranklin, TN2026-10-22
ProShare Advisors LLC
1,831$261.0K0.0%GrowthLowBethesda, MD2026-10-29
Riversedge Advisors, LLC
1,828$260.6K0.0%ETFMediumWilmington, DE2026-10-09
MGO One Seven LLC
1,815$258.8K0.0%GrowthLowBeachwood, OH2026-10-28
Daymark Wealth Partners, LLC
1,757$250.5K0.0%CoreLowCincinnati, OH2026-11-04
Fulton Bank, N.A.
1,732$246.9K0.0%CoreLowLancaster, PA2026-10-14
SYM Financial Corp
1,731$246.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Apollon Wealth Management, LLC
1,721$245.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
CIBC Asset Management Inc
1,666$237.5K0.0%GARPLowToronto, South Africa2026-11-05
Capstone Wealth Management, LLC
1,645$234.5K0.1%ETFLowTuscaloosa, AL2026-11-02
Parkside Financial Bank & Trust
1,643$234.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Compound Planning, Inc.
1,577$224.8K0.0%CoreLowNew York, NY2026-11-05
Childress Capital Advisors, LLC
1,554$221.6K0.0%GARPMediumHouston, TX2026-10-28
Nisa Investment Advisors, LLC
1,532$218.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
1,520$216.7K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
1,426$203.3K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
1,424$203.0K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
WealthPlan Investment Management, LLC
1,421$202.6K0.0%GrowthMediumOmaha, NE2026-10-15
IFP Advisors, Inc
1,181$168.4K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
1,170$166.8K0.0%GARPMediumCharlotte, NC2026-10-22
True Wealth Design, LLC
1,090$155.4K0.0%ETFMediumAkron, OH2026-10-13
DekaBank Deutsche Girozentrale
1,058$1510.0%CoreLowFrankfurt, Hong Kong2026-10-27
Covestor Ltd
821$1170.0%ValueHighLondon, United Kingdom2026-10-30
Root Financial Partners, LLC
673$96.0K0.0%ETFMediumEncinitas, CA2026-10-21
Strs Ohio
597$85.1K0.0%CoreMediumColumbus, OH2026-10-30
Elevation Wealth Partners, LLC
471$67.2K0.0%ETFLowWalnut Creek, CA2026-10-07
MassMutual Private Wealth & Trust, FSB
365$52.0K0.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
364$51.9K0.0%ETFVery LowSylvania, OH2026-10-26
Elyxium Wealth, LLC
339$48.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Hughes Financial Services, LLC
257$43.3K0.0%ETFLowHerndon, VA2026-10-30
SBI Securities Co., Ltd.
238$33.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ascentis Independent Advisors
191$27.2K0.0%ETFLowDallas, TX2026-11-03
Assetmark, Inc
169$24.1K0.0%ETFLowConcord, CA2026-10-21
Reyes Financial Architecture, Inc.
168$24.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Legacies Wealth LLC
163$23.2K0.0%ETFLowMinnetonka, MN2026-11-02
Cullen T Bankers, Inc.
144$20.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Fortitude Family Office, LLC
141$20.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Activest Wealth Management
127$18.1K0.0%ETFLowAventura, FL2026-10-15
Pension & Wealth Management Advisors, Inc.
119$17.0K0.0%ETFLowWaltham, MA2026-10-16
Simplex Trading, LLC
112$16.0K0.0%CoreVery HighChicago, IL2026-11-04
Bullock Wealth Management Group
112$16.4K0.0%GrowthLowBloomington, IN2026-10-09
Leonteq Securities AG
104$14.8K0.0%CoreHighZurich, Switzerland2026-10-29
Highline Wealth Partners LLC
96$13.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Mitsubishi UFJ Asset Management Co., Ltd.
93$13.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Pinnacle Wealth Planning Services, Inc.
87$12.4K0.0%GARPLowMansfield, OH2026-10-27
James T. Borello RIA
69$9.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Bare Financial Services, Inc
61$8.7K0.0%ETFVery LowGap, PA2026-11-04
GoalVest Advisory LLC
60$8.6K0.0%ETFMediumNew York, NY2026-10-02
Owl Creek Wealth Partners LLC
60$8.6K0.0%IndexLowGreenwood Village, CO2026-10-20
High Note Wealth, LLC
56$8.0K0.0%ETFVery LowDeephaven, MN2026-10-27
CoreCap Advisors, LLC
55$7.8K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
48$6.8K0.0%Agg GrowthLowDallas, TX2026-11-03
MV Capital Management, Inc.
44$6.3K0.0%ETFLowBethesda, MD2026-10-29
Farmers & Merchants Investments Inc
38$5.4K0.0%CoreVery LowLincoln, NE2026-10-22
Avion Wealth
34$40.0%ETFLowThe Woodlands, TX2026-11-04
Physician Wealth Advisors, Inc.
32$4.6K0.0%ETFMediumMidvale, UT2026-10-20
Silver Grove Financial Group, Inc.
32$4.6K0.0%CoreMediumOrchard Park, NY2026-11-05
North Star Investment Management Corp.
31$4.4K0.0%CoreLowChicago, IL2026-10-27
Bell Investment Advisors, Inc
29$4.1K0.0%ETFVery LowOrinda, CA2026-10-29
Albion Financial Group
25$3.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Birchwood Financial Partners, Inc.
22$3.1K0.0%ETFVery LowBloomington, MN2026-11-02
Signature Equity Partners, LLC
22$3.1K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
22$3.1K0.0%ETFLowHunt Valley, MD2026-10-23
Peterson Wealth Services
21$3.0K0.0%GrowthHighSouth Ogden, UT2026-10-26
Private Wealth Management Group, LLC
21$3.0K0.0%ETFLowPrinceton, NJ2026-10-19
Mather Group, Llc.
20$2.9K0.0%ETFMediumChicago, IL2026-10-14
Capital Advisors, Ltd. LLC
17$20.0%ETFLowShaker Heights, OH2026-10-27
Cromwell Holdings LLC
17$2.4K0.0%IndexLowJackson, WY2026-10-28
JFS Wealth Advisors, LLC
16$2.3K0.0%ETFVery LowHermitage, PA2026-11-03
Jnba Financial Advisors
16$2.3K0.0%ETFMediumBloomington, MN2026-11-03
Spire Wealth Management
15$2.1K0.0%GrowthMediumMclean, VA2026-10-30
Marquette Asset Management, LLC
12$1.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Burk Holdings LLC
11$1.6K0.0%ETFVery LowTulsa, OK2026-11-05
Creative Capital Management Investments LLC
11$1.6K0.0%ETFLowSan Diego, CA2026-10-28
Planning Strategies Inc.
10$1.4K0.0%ETFN/ALancaster, PA2026-10-02
Rossby Financial, LCC
10$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Bay Harbor Wealth Management, LLC
9$1.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Toth Financial Advisory Corp
9$1.3K0.0%CoreLowLeesburg, VA2026-10-08
Quaker Wealth Management, LLC
7$9980.0%ETFMediumMoorestown, NJ2026-10-22
Clark Wealth Partners
7$9980.0%ETFVery LowO'Fallon, IL2026-10-19
DiNuzzo Private Wealth, Inc.
6$8560.0%ETFLowBeaver, PA2026-10-16
Ares Financial Consulting, LLC
6$8550.0%CoreLowCalabasas, CA2026-10-19
American Capital Advisory, LLC
5$7130.0%ETFLowKetchum, ID2026-10-28
Creative Financial Designs Inc
5$7130.0%ETFMediumKokomo, IN2026-11-04
Trust Co of Vermont
4$5700.0%CoreVery LowBrattleboro, VT2026-10-21
Valley National Advisers Inc
4$5710.0%ETFLowBethlehem, PA2026-10-23
Breakwater Investment Management
4$5710.0%ETFLowSeattle, WA2026-10-20
TD Private Client Wealth LLC
3$4280.0%ETFLowNew York, NY2026-10-28
3 Factor Indexing, LLC
2$2860.0%ETFLowSacramento, CA2026-10-15
DecisionPoint Financial, LLC
2$2940.0%ETFVery LowMesa, AZ2026-10-27
Proathlete Wealth Management LLC
2$2850.0%ETFVery LowBoca Raton, FL2026-10-15
Manchester Capital Management LLC
1$1430.0%CoreLowManchester, VT2026-10-22