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Phillips Edison & Company in (PECO)

CUSIP: 71844V201 | NYSE | Real Estate · REIT - Retail | Mid Cap | 882 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,941,342
0.0% of portfolio›$72.5M
Bank of New York Mellon Corp1,000,179
0.0% of portfolio›$37.3M
Principal Financial Group Inc847,196
0.0% of portfolio›$31.6M
Robeco Institutional Asset Management B.V.339,781
0.0% of portfolio›$12.7M
Cambridge Investment Research Advisors, Inc.297,451
0.0% of portfolio›$11.1K
Asset Management One Co., Ltd.267,614
0.0% of portfolio›$10.0M
MacKenzie Financial Corp170,921
0.0% of portfolio›$6.4M
J.W. Cole Advisors, Inc.150,888
0.1% of portfolio›$5.6M
McAdam, LLC135,811
0.2% of portfolio›$5.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS125,615
0.0% of portfolio›$4.7M
Commonwealth Equity Services, LLC123,504
0.0% of portfolio›$4.6M
Sumitomo Mitsui Trust Group, Inc.122,417
0.0% of portfolio›$4.6M
Mitsubishi UFJ Asset Management Co., Ltd.118,725
0.0% of portfolio›$4.4M
Citigroup Inc117,739
0.0% of portfolio›$4.4M
Thrivent Financial for Lutherans101,171
0.0% of portfolio›$3.8K
Creative Planning98,892
0.0% of portfolio›$3.7M
Mutual of America Capital Management LLC97,609
0.0% of portfolio›$3.6M
State of Alaska, Department of Revenue90,989
0.0% of portfolio›$3.4K
Prime Capital Investment Advisors, LLC88,561
0.0% of portfolio›$3.3M
Harbor Capital Advisors, Inc.88,374
0.0% of portfolio›$3.3K
Kestra Advisory Services, LLC88,259
0.0% of portfolio›$3.3M
Independent Financial Group, LLC74,115
0.1% of portfolio›$2.8M
Exchange Traded Concepts, LLC73,869
0.0% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC64,127
0.0% of portfolio›$2.4M
Illinois Municipal Retirement Fund64,046
0.0% of portfolio›$2.4M
Vert Asset Management LLC63,474
0.7% of portfolio›$2.4M
Y-Intercept (Hong Kong) Ltd63,057
0.1% of portfolio›$2.4M
DekaBank Deutsche Girozentrale56,556
0.0% of portfolio›$2.1K
Louisiana State Employees Retirement System54,800
0.0% of portfolio›$2.0M
Virginia Retirement Systems ET Al52,038
0.0% of portfolio›$1.9M
Daiwa Securities Group Inc.49,706
0.0% of portfolio›$1.9M
Outlook Wealth Advisors, LLC41,766
0.3% of portfolio›$1.6M
Integrated Advisors Network LLC40,480
0.1% of portfolio›$1.5M
State of New Jersey Common Pension Fund D39,991
0.0% of portfolio›$1.5M
Polaris Capital Management, LLC38,700
0.2% of portfolio›$1.4M
Cooper Financial Group36,635
0.1% of portfolio›$1.4M
Strs Ohio35,600
0.0% of portfolio›$1.3M
Arizona State Retirement System35,480
0.0% of portfolio›$1.3M
Achmea Investment Management B.V.35,017
0.0% of portfolio›$1.3M
ABN Amro Investment Solutions34,353
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC33,733
0.0% of portfolio›$1.3M
Amalgamated Bank33,364
0.0% of portfolio›$1.2K
Koshinski Asset Management, Inc.33,334
0.1% of portfolio›$1.2M
New York State Teachers Retirement System32,195
0.0% of portfolio›$1.2K
Sumitomo Mitsui DS Asset Management Company, Ltd30,538
0.0% of portfolio›$1.1M
Fifth Third Bancorp30,390
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund28,856
0.0% of portfolio›$1.1M
Diversify Advisory Services, LLC27,336
0.0% of portfolio›$1.0M
Diversify Wealth Management, LLC27,336
0.0% of portfolio›$1.0M
IFM Investors Pty Ltd25,878
0.0% of portfolio›$966.3K
Blankinship & Foster, LLC25,558
0.2% of portfolio›$954.3K
Pensionfund PDN25,500
0.6% of portfolio›$952
Accel Wealth Management24,517
0.2% of portfolio›$915.5K
Certior Financial Group, LLC21,341
0.4% of portfolio›$796.9K
Provident Investment Management, Inc.20,945
0.1% of portfolio›$782.1K
Brookstone Capital Management20,890
0.0% of portfolio›$780.0K
M Holdings Securities, Inc.20,502
0.0% of portfolio›$787
Guinness Asset Management LTD20,482
0.0% of portfolio›$764.8K
Vaughan David Investments LLC19,882
0.0% of portfolio›$742
RMR Wealth Builders19,375
0.0% of portfolio›$723.5K
Avior Wealth Management, LLC18,461
0.0% of portfolio›$689.3K
ProShare Advisors LLC17,998
0.0% of portfolio›$672.0K
Pictet Asset Management Holding SA17,668
0.0% of portfolio›$659.7K
Sage Capital Management, LLC15,282
0.2% of portfolio›$570.7K
UniSuper Management Pty Ltd15,200
0.0% of portfolio›$567.6K
Dynamic Financial Group14,393
0.4% of portfolio›$537.4K
Assetmark, Inc14,072
0.0% of portfolio›$525.4K
Fiduciary Alliance LLC13,728
0.0% of portfolio›$512.6K
TCP Asset Management, LLC13,340
0.1% of portfolio›$503.7K
Pensionfund Sabic12,500
0.6% of portfolio›$467
Xponance LLC12,498
0.0% of portfolio›$466.7K
RFG Advisory, LLC12,327
0.0% of portfolio›$460.3K
Jackson Creek Investment Advisors LLC11,898
0.0% of portfolio›$444
Advisor OS, LLC11,743
0.0% of portfolio›$438.5K
Hendershot Investments Inc.10,891
0.1% of portfolio›$406.7K
Stonebridge Financial Group, LLC10,614
0.0% of portfolio›$396.3K
Apeiron RIA LLC10,372
0.1% of portfolio›$388.8K
Nisa Investment Advisors, LLC10,221
0.0% of portfolio›$382.8K
Capital Asset Advisory Services LLC9,746
0.0% of portfolio›$373.2K
A&I Financial Services, LLC9,688
0.2% of portfolio›$361.8K
Raleigh Capital Management Inc.9,442
0.1% of portfolio›$352.6K
Wealthcare Advisory Partners LLC9,117
0.0% of portfolio›$340.4K
Sigma Planning Corp8,844
0.0% of portfolio›$330.2K
Acorn Financial Advisory Services Inc8,827
0.0% of portfolio›$329.6K
First Heartland Consultants, Inc.8,779
0.0% of portfolio›$327.8K
Brighton Jones LLC8,709
0.0% of portfolio›$325.2K
Pittenger & Anderson Inc8,677
0.0% of portfolio›$324.0K
Evergreen Capital Management LLC8,380
0.0% of portfolio›$313.5K
Aljian Capital Management, LLC8,074
0.1% of portfolio›$301.5K
Swiss Life Asset Management Ltd7,919
0.0% of portfolio›$295.7K
Ignite Planners, LLC7,538
0.0% of portfolio›$281.5K
Castleview Partners, LLC7,507
0.1% of portfolio›$280.3K
CIBC Asset Management Inc7,431
0.0% of portfolio›$277.5K
Bright Futures Wealth Management, Llc.7,195
0.2% of portfolio›$268.7K
Lanark Financial, Inc.7,102
0.0% of portfolio›$265.2K
Kure Advisory, LLC7,049
0.1% of portfolio›$263.2K
Southern Financial Group, LLC6,551
0.1% of portfolio›$244.6K
Plan A Wealth LLC6,493
0.1% of portfolio›$242.5K
Crossmark Global Holdings, Inc.6,410
0.0% of portfolio›$239.3K
Global Wealth Management Investment Advisory, Inc.6,338
0.0% of portfolio›$236.7K
Canton Hathaway, LLC6,274
0.0% of portfolio›$234.3K
Beacon Capital Management, LLC6,255
0.0% of portfolio›$233.6K
Profund Advisors LLC5,952
0.0% of portfolio›$222.2K
iA Global Asset Management Inc.5,932
0.0% of portfolio›$222
Advisory Resource Group5,914
0.0% of portfolio›$220.8K
MCF Advisors LLC5,843
0.0% of portfolio›$218.9K
Lido Advisors, LLC5,612
0.0% of portfolio›$209.6K
Larry Mathis Financial Planning, LLC5,561
0.2% of portfolio›$207.6K
Vise Technologies, Inc.5,527
0.0% of portfolio›$206.4K
Caitong International Asset Management Co., Ltd5,505
0.0% of portfolio›$205.6K
Gamma Investing LLC5,150
0.0% of portfolio›$192.3K
Nfsg Corp5,038
0.0% of portfolio›$188.1K
Eukles Asset Management4,174
0.1% of portfolio›$155.9K
US Bancorp \de\3,625
0.0% of portfolio›$135.4K
Tsfg, LLC3,612
0.0% of portfolio›$135
KBC Group NV3,606
0.0% of portfolio›$135
Advantage Trust Co3,386
0.0% of portfolio›$126.4K
Swedbank AB3,312
0.0% of portfolio›$123.7K
Larson Financial Group LLC3,255
0.0% of portfolio›$121.6K
Rossby Financial, LCC3,173
0.0% of portfolio›$118.5K
Triumph Capital Management3,000
0.0% of portfolio›$112.0K
Pinnacle Wealth Planning Services, Inc.2,956
0.0% of portfolio›$110.4K
Farther Finance Advisors, LLC2,652
0.0% of portfolio›$99.0K
Sterling Capital Management LLC2,571
0.0% of portfolio›$96.0K
Highline Wealth Partners LLC2,535
0.0% of portfolio›$94.7K
Syntax Research, Inc.2,527
0.1% of portfolio›$94.4K
Signature Equity Partners, LLC2,313
0.0% of portfolio›$86.4K
Cassaday & Co Wealth Management LLC2,083
0.0% of portfolio›$77.8K
Halbert Hargrove Global Advisors, LLC2,021
0.0% of portfolio›$75.5K
Signaturefd, LLC1,920
0.0% of portfolio›$71.7K
EverSource Wealth Advisors, LLC1,820
0.0% of portfolio›$68.0K
Wilkerson Advisory Group LLC1,740
0.0% of portfolio›$65.0K
GF Fund Management Co. Ltd.1,667
0.0% of portfolio›$62.2K
Fulcrum Asset Management LLP1,624
0.0% of portfolio›$61.1K
Archer Investment Corp1,537
0.0% of portfolio›$57.4K
Salomon & Ludwin, LLC1,387
0.0% of portfolio›$51.8K
Yankcom Partnership1,056
0.0% of portfolio›$39.4K
Kozak & Associates, Inc.1,018
0.0% of portfolio›$38.4K
Tradewinds Capital Management, LLC1,000
0.0% of portfolio›$37.3K
Beacon Capital Management, Inc.933
0.0% of portfolio›$34.8K
SJS Investment Consulting Inc.917
0.0% of portfolio›$34.2K
Spire Wealth Management834
0.0% of portfolio›$31.1K
Parallel Advisors, LLC788
0.0% of portfolio›$29.4K
CX Institutional724
0.0% of portfolio›$27
Bare Financial Services, Inc659
0.0% of portfolio›$24.6K
True Wealth Design, LLC644
0.0% of portfolio›$24.1K
IFP Advisors, Inc562
0.0% of portfolio›$21.0K
Versant Capital Management, Inc399
0.0% of portfolio›$14.9K
Root Financial Partners, LLC340
0.0% of portfolio›$12.7K
Essential Partners LLC328
0.0% of portfolio›$12.2K
1620 Investment Advisors, Inc.310
0.0% of portfolio›$11.6K
Proathlete Wealth Management LLC301
0.0% of portfolio›$11.2K
Mirae Asset Global Investments Co., Ltd.199
0.0% of portfolio›$7.4K
Covestor Ltd158
0.0% of portfolio›$6
Creative Financial Designs Inc142
0.0% of portfolio›$5.3K
Farmers & Merchants Investments Inc125
0.0% of portfolio›$4.7K
Physician Wealth Advisors, Inc.61
0.0% of portfolio›$2.3K
Silver Grove Financial Group, Inc.51
0.0% of portfolio›$1.9K
Parkside Financial Bank & Trust49
0.0% of portfolio›$1.8K
Avion Wealth30
0.0% of portfolio›$1
Fortitude Family Office, LLC30
0.0% of portfolio›$1.1K
Gilpin Wealth Management, LLC19
0.0% of portfolio›$710
Birchwood Financial Partners, Inc.18
0.0% of portfolio›$672
Bell Investment Advisors, Inc17
0.0% of portfolio›$635
Provenance Wealth Advisors, LLC17
0.0% of portfolio›$635
Financial Consulate, Inc14
0.0% of portfolio›$523
UMB Private Wealth Management, LLC11
0.0% of portfolio›$411
JFS Wealth Advisors, LLC9
0.0% of portfolio›$339
GHP Investment Advisors, Inc.4
0.0% of portfolio›$150
Hughes Financial Services, LLC3
0.0% of portfolio›$116
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,941,342$72.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,000,179$37.3M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
847,196$31.6M0.0%CoreLowDes Moines, IA2026-11-02
Robeco Institutional Asset Management B.V.
339,781$12.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
Cambridge Investment Research Advisors, Inc.
297,451$11.1K0.0%ETFLowFairfield, IA2026-11-02
Asset Management One Co., Ltd.
267,614$10.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
MacKenzie Financial Corp
170,921$6.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
J.W. Cole Advisors, Inc.
150,888$5.6M0.1%IndexLowTampa, FL2026-11-05
McAdam, LLC
135,811$5.1M0.2%ETFLowPhiladelphia, PA2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
125,615$4.7M0.0%CoreLowHarrisburg, PA2026-11-03
Commonwealth Equity Services, LLC
123,504$4.6M0.0%ETFLowWaltham, MA2026-11-02
Sumitomo Mitsui Trust Group, Inc.
122,417$4.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
118,725$4.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
117,739$4.4M0.0%CoreMediumNew York, NY2026-11-04
Thrivent Financial for Lutherans
101,171$3.8K0.0%GARPMediumMinneapolis, MN2026-11-05
Creative Planning
98,892$3.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Mutual of America Capital Management LLC
97,609$3.6M0.0%IndexLowNew York, NY2026-10-23
State of Alaska, Department of Revenue
90,989$3.4K0.0%CoreVery LowJuneau, AK2026-10-15
Prime Capital Investment Advisors, LLC
88,561$3.3M0.0%ETFLowOverland Park, KS2026-10-20
Harbor Capital Advisors, Inc.
88,374$3.3K0.0%ValueHighChicago, IL2026-10-22
Kestra Advisory Services, LLC
88,259$3.3M0.0%CoreLowAustin, TX2026-11-02
Independent Financial Group, LLC
74,115$2.8M0.1%GrowthLowSan Diego, CA2026-10-13
Exchange Traded Concepts, LLC
73,869$2.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Wealth Enhancement Advisory Services, LLC
64,127$2.4M0.0%CoreLowPlymouth, MN2026-10-13
Illinois Municipal Retirement Fund
64,046$2.4M0.0%CoreMediumOak Brook, IL2026-11-05
Vert Asset Management LLC
63,474$2.4M0.7%YieldLowSausalito, CA2026-10-28
Y-Intercept (Hong Kong) Ltd
63,057$2.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
DekaBank Deutsche Girozentrale
56,556$2.1K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Louisiana State Employees Retirement System
54,800$2.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Virginia Retirement Systems ET Al
52,038$1.9M0.0%CoreMediumRichmond, VA2026-10-28
Daiwa Securities Group Inc.
49,706$1.9M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Outlook Wealth Advisors, LLC
41,766$1.6M0.3%ETFMediumShenandoah, TX2026-10-28
Integrated Advisors Network LLC
40,480$1.5M0.1%GrowthMediumDallas, TX2026-10-20
State of New Jersey Common Pension Fund D
39,991$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Polaris Capital Management, LLC
38,700$1.4M0.2%Deep ValueLowBoston, MA2026-10-21
Cooper Financial Group
36,635$1.4M0.1%GrowthMediumIrvine, CA2026-10-07
Strs Ohio
35,600$1.3M0.0%CoreMediumColumbus, OH2026-10-30
Arizona State Retirement System
35,480$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Achmea Investment Management B.V.
35,017$1.3M0.0%CoreMediumZeist, Philippines2026-10-30
ABN Amro Investment Solutions
34,353$1.3M0.0%GrowthLowParis Cedex 008, India2026-10-21
Yousif Capital Management, LLC
33,733$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
33,364$1.2K0.0%CoreVery LowNew York, NY2026-10-23
Koshinski Asset Management, Inc.
33,334$1.2M0.1%ETFLowDecatur, IL2026-10-29
New York State Teachers Retirement System
32,195$1.2K0.0%CoreVery LowAlbany, NY2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
30,538$1.1M0.0%IndexVery LowTokyo, Mexico2026-10-20
Fifth Third Bancorp
30,390$1.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Oregon Public Employees Retirement Fund
28,856$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Diversify Advisory Services, LLC
27,336$1.0M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
27,336$1.0M0.0%GrowthMediumSandy, UT2026-10-20
IFM Investors Pty Ltd
25,878$966.3K0.0%IndexVery LowMelbourne, China2026-10-14
Blankinship & Foster, LLC
25,558$954.3K0.2%ETFVery LowSolana Beach, CA2026-10-19
Pensionfund PDN
25,500$9520.6%YieldVery LowSittard, Philippines2026-10-05
Accel Wealth Management
24,517$915.5K0.2%ETFLowWaverly, IA2026-10-13
Certior Financial Group, LLC
21,341$796.9K0.4%ETFMediumKing Of Prussia, PA2026-10-19
Provident Investment Management, Inc.
20,945$782.1K0.1%CoreMediumNovi, MI2026-10-23
Brookstone Capital Management
20,890$780.0K0.0%ETFMediumWheaton, IL2026-10-22
M Holdings Securities, Inc.
20,502$7870.0%ETFHighPortland, OR2026-11-03
Guinness Asset Management LTD
20,482$764.8K0.0%CoreLowLondon, United Kingdom2026-11-05
Vaughan David Investments LLC
19,882$7420.0%ValueLowPeoria, IL2026-11-05
RMR Wealth Builders
19,375$723.5K0.0%ETFLowMontclair, NJ2026-10-22
Avior Wealth Management, LLC
18,461$689.3K0.0%ETFMediumOmaha, NE2026-10-13
ProShare Advisors LLC
17,998$672.0K0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
17,668$659.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sage Capital Management, LLC
15,282$570.7K0.2%ETFLowStockton, NJ2026-10-20
UniSuper Management Pty Ltd
15,200$567.6K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Dynamic Financial Group
14,393$537.4K0.4%ETFLowCedar Falls, IA2026-10-28
Assetmark, Inc
14,072$525.4K0.0%ETFLowConcord, CA2026-10-21
Fiduciary Alliance LLC
13,728$512.6K0.0%CoreMediumGreenville, SC2026-10-13
TCP Asset Management, LLC
13,340$503.7K0.1%ETFLowUpper Arlington, OH2026-10-14
Pensionfund Sabic
12,500$4670.6%YieldVery LowSittard, Philippines2026-10-05
Xponance LLC
12,498$466.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
RFG Advisory, LLC
12,327$460.3K0.0%ETFMediumBirmingham, AL2026-11-03
Jackson Creek Investment Advisors LLC
11,898$4440.0%ValueVery HighCastle Rock, CO2026-11-04
Advisor OS, LLC
11,743$438.5K0.0%ETFMediumChicago, IL2026-11-03
Hendershot Investments Inc.
10,891$406.7K0.1%CoreLowCentreville, VA2026-11-05
Stonebridge Financial Group, LLC
10,614$396.3K0.0%ETFMediumWormleysburg, PA2026-10-01
Apeiron RIA LLC
10,372$388.8K0.1%ETFMediumDallas, TX2026-10-08
Nisa Investment Advisors, LLC
10,221$382.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Capital Asset Advisory Services LLC
9,746$373.2K0.0%ETFLowWilliamston, MI2026-10-30
A&I Financial Services, LLC
9,688$361.8K0.2%ETFHighLone Tree, CO2026-10-15
Raleigh Capital Management Inc.
9,442$352.6K0.1%CoreMediumCary, NC2026-10-28
Wealthcare Advisory Partners LLC
9,117$340.4K0.0%ETFLowWest Chester, PA2026-10-21
Sigma Planning Corp
8,844$330.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Acorn Financial Advisory Services Inc
8,827$329.6K0.0%ETFMediumReston, VA2026-11-02
First Heartland Consultants, Inc.
8,779$327.8K0.0%ETFMediumLake St. Louis, MO2026-10-08
Brighton Jones LLC
8,709$325.2K0.0%CoreVery LowSeattle, WA2026-11-03
Pittenger & Anderson Inc
8,677$324.0K0.0%CoreLowLincoln, NE2026-11-02
Evergreen Capital Management LLC
8,380$313.5K0.0%GARPMediumBellevue, WA2026-10-23
Aljian Capital Management, LLC
8,074$301.5K0.1%GrowthVery LowCarson City, NV2026-10-28
Swiss Life Asset Management Ltd
7,919$295.7K0.0%CoreLowZurich, Switzerland2026-11-03
Ignite Planners, LLC
7,538$281.5K0.0%CoreLowSan Clemente, CA2026-10-14
Castleview Partners, LLC
7,507$280.3K0.1%CoreMediumDallas, TX2026-10-09
CIBC Asset Management Inc
7,431$277.5K0.0%GARPLowToronto, South Africa2026-11-05
Bright Futures Wealth Management, Llc.
7,195$268.7K0.2%CoreHighWebster, Ny 14580, NY2026-10-23
Lanark Financial, Inc.
7,102$265.2K0.0%CoreMediumBirmingham, AL2026-10-26
Kure Advisory, LLC
7,049$263.2K0.1%ETFVery LowPlymouth, MN2026-10-08
Southern Financial Group, LLC
6,551$244.6K0.1%ETFVery LowBirmingham, AL2026-10-30
Plan A Wealth LLC
6,493$242.5K0.1%CoreLowLincoln, NE2026-10-08
Crossmark Global Holdings, Inc.
6,410$239.3K0.0%GARPMediumHouston, TX2026-10-21
Global Wealth Management Investment Advisory, Inc.
6,338$236.7K0.0%CoreLowFort Lauderdale, FL2026-11-04
Canton Hathaway, LLC
6,274$234.3K0.0%ValueLowProvidence, RI2026-10-23
Beacon Capital Management, LLC
6,255$233.6K0.0%ETFMediumFranklin, TN2026-10-23
Profund Advisors LLC
5,952$222.2K0.0%GrowthLowBethesda, MD2026-10-29
iA Global Asset Management Inc.
5,932$2220.0%GrowthMediumQuebec, Austria2026-10-29
Advisory Resource Group
5,914$220.8K0.0%GARPMediumTulsa, OK2026-10-26
MCF Advisors LLC
5,843$218.9K0.0%ETFLowLexington, KY2026-10-28
Lido Advisors, LLC
5,612$209.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Larry Mathis Financial Planning, LLC
5,561$207.6K0.2%ValueHighPhoenix, AZ2026-10-26
Vise Technologies, Inc.
5,527$206.4K0.0%IndexLowNew York, NY2026-10-29
Caitong International Asset Management Co., Ltd
5,505$205.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gamma Investing LLC
5,150$192.3K0.0%IndexVery LowFoster City, CA2026-10-08
Nfsg Corp
5,038$188.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Eukles Asset Management
4,174$155.9K0.1%CoreLowCincinnati, OH2026-11-04
US Bancorp \de\
3,625$135.4K0.0%IndexLowMinneapolis, MN2026-11-05
Tsfg, LLC
3,612$1350.0%ETFLowLake Forest, IL2026-10-23
KBC Group NV
3,606$1350.0%CoreMediumBrussels, Czech Republic2026-10-22
Advantage Trust Co
3,386$126.4K0.0%ETFVery LowSalina, KS2026-10-19
Swedbank AB
3,312$123.7K0.0%GrowthLowStockholm, Sweden2026-10-27
Larson Financial Group LLC
3,255$121.6K0.0%GrowthLowSt Louis, MO2026-11-05
Rossby Financial, LCC
3,173$118.5K0.0%ETFMediumMelbourne, FL2026-11-05
Triumph Capital Management
3,000$112.0K0.0%ETFMediumDenver, CO2026-10-14
Pinnacle Wealth Planning Services, Inc.
2,956$110.4K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,652$99.0K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
2,571$96.0K0.0%GARPMediumCharlotte, NC2026-10-22
Highline Wealth Partners LLC
2,535$94.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Syntax Research, Inc.
2,527$94.4K0.1%ETFMediumBoca Raton, FL2026-11-04
Signature Equity Partners, LLC
2,313$86.4K0.0%GrowthMediumColumbus, OH2026-10-29
Cassaday & Co Wealth Management LLC
2,083$77.8K0.0%ETFVery LowMclean, VA2026-10-27
Halbert Hargrove Global Advisors, LLC
2,021$75.5K0.0%ETFLowLong Beach, CA2026-10-16
Signaturefd, LLC
1,920$71.7K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
1,820$68.0K0.0%CoreMediumBirmingham, AL2026-11-04
Wilkerson Advisory Group LLC
1,740$65.0K0.0%ETFMediumColumbia, MO2026-10-20
GF Fund Management Co. Ltd.
1,667$62.2K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Fulcrum Asset Management LLP
1,624$61.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Archer Investment Corp
1,537$57.4K0.0%CoreMediumCarmel, IN2026-11-05
Salomon & Ludwin, LLC
1,387$51.8K0.0%ETFVery LowRichmond, VA2026-10-29
Yankcom Partnership
1,056$39.4K0.0%CoreVery LowYankton, SD2026-10-15
Kozak & Associates, Inc.
1,018$38.4K0.0%ETFLowHighlands Ranch, CO2026-10-29
Tradewinds Capital Management, LLC
1,000$37.3K0.0%ETFVery HighBellingham, WA2026-10-23
Beacon Capital Management, Inc.
933$34.8K0.0%ETFMediumDayton, OH2026-10-13
SJS Investment Consulting Inc.
917$34.2K0.0%ETFVery LowSylvania, OH2026-10-26
Spire Wealth Management
834$31.1K0.0%GrowthMediumMclean, VA2026-10-30
Parallel Advisors, LLC
788$29.4K0.0%IndexLowSan Francisco, CA2026-11-03
CX Institutional
724$270.0%CoreMediumAuburn, IN2026-10-02
Bare Financial Services, Inc
659$24.6K0.0%ETFVery LowGap, PA2026-11-04
True Wealth Design, LLC
644$24.1K0.0%ETFMediumAkron, OH2026-10-13
IFP Advisors, Inc
562$21.0K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
399$14.9K0.0%GARPLowPhoenix, AZ2026-10-02
Root Financial Partners, LLC
340$12.7K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
328$12.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
1620 Investment Advisors, Inc.
310$11.6K0.0%ValueLowPlymouth, MA2026-11-04
Proathlete Wealth Management LLC
301$11.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Mirae Asset Global Investments Co., Ltd.
199$7.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Covestor Ltd
158$60.0%ValueHighLondon, United Kingdom2026-10-30
Creative Financial Designs Inc
142$5.3K0.0%ETFMediumKokomo, IN2026-11-04
Farmers & Merchants Investments Inc
125$4.7K0.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
61$2.3K0.0%ETFMediumMidvale, UT2026-10-20
Silver Grove Financial Group, Inc.
51$1.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Parkside Financial Bank & Trust
49$1.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Avion Wealth
30$10.0%ETFLowThe Woodlands, TX2026-11-04
Fortitude Family Office, LLC
30$1.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Gilpin Wealth Management, LLC
19$7100.0%GrowthLowDenver, CO2026-10-09
Birchwood Financial Partners, Inc.
18$6720.0%ETFVery LowBloomington, MN2026-11-02
Bell Investment Advisors, Inc
17$6350.0%ETFVery LowOrinda, CA2026-10-29
Provenance Wealth Advisors, LLC
17$6350.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Consulate, Inc
14$5230.0%ETFLowHunt Valley, MD2026-10-23
UMB Private Wealth Management, LLC
11$4110.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
9$3390.0%ETFVery LowHermitage, PA2026-11-03
GHP Investment Advisors, Inc.
4$1500.0%CoreVery LowDenver, CO2026-10-15
Hughes Financial Services, LLC
3$1160.0%ETFLowHerndon, VA2026-10-30
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02