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Pultegroup Inc (PHM)

CUSIP: 745867101 | NYSE | Consumer Cyclical · Residential Construction | Large Cap | 2791 institutional holders

Quarters

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

Greenhaven Associates Inc5,394,549
7.9% of portfolio›$626.1M
Dimensional Fund Advisors LP3,211,917
0.1% of portfolio›$372.8M
Bank of New York Mellon Corp1,352,128
0.0% of portfolio›$156.9M
Citigroup Inc704,017
0.0% of portfolio›$81.7M
Allspring Global Investments Holdings, LLC620,536
0.1% of portfolio›$72.2M
Principal Financial Group Inc592,274
0.0% of portfolio›$68.7M
Swedbank AB567,068
0.1% of portfolio›$65.8M
Thrivent Financial for Lutherans526,885
0.0% of portfolio›$61.2K
Assetmark, Inc508,880
0.1% of portfolio›$59.1M
Mitsubishi UFJ Asset Management Co., Ltd.487,764
0.0% of portfolio›$56.6M
Sumitomo Mitsui Trust Group, Inc.465,179
0.0% of portfolio›$54.0M
Strs Ohio400,882
0.2% of portfolio›$46.5M
Pictet Asset Management Holding SA374,775
0.0% of portfolio›$43.5M
Seizert Capital Partners, LLC354,533
1.8% of portfolio›$41.1M
Assenagon Asset Management S.A.337,442
0.0% of portfolio›$39.2M
Vest Financial, LLC284,335
0.3% of portfolio›$33.0M
Vontobel Holding Ltd.251,931
0.1% of portfolio›$29.2M
iA Global Asset Management Inc.230,000
0.0% of portfolio›$26.7K
New York State Teachers Retirement System182,414
0.0% of portfolio›$21.2K
Moran Wealth Management, LLC154,915
0.5% of portfolio›$18.0M
Wealth Enhancement Advisory Services, LLC154,114
0.0% of portfolio›$5.1M
Achmea Investment Management B.V.139,594
0.1% of portfolio›$16.2M
Munich Reinsurance Co Stock Corp in Munich127,859
0.3% of portfolio›$14.8M
Creative Planning119,666
0.0% of portfolio›$13.9M
Aegon Asset Management UK PLC111,212
0.1% of portfolio›$12.9M
Livforsakringsbolaget Skandia, Omsesidigt110,452
0.4% of portfolio›$12.8M
NorthCrest Asset Manangement, LLC109,045
0.3% of portfolio›$12.4M
Adams Diversified Equity Fund, Inc.106,800
0.4% of portfolio›$12.4M
Jefferies Financial Group Inc.105,920
0.1% of portfolio›$12.3M
Kinsale Capital Group, Inc.104,249
1.6% of portfolio›$12.1M
Robeco Institutional Asset Management B.V.99,806
0.0% of portfolio›$11.6M
Ritholtz Wealth Management97,976
0.2% of portfolio›$11.4M
Swiss Life Asset Management Ltd96,875
0.0% of portfolio›$11.2M
Patten & Patten Inc91,097
0.6% of portfolio›$10.6M
Nisa Investment Advisors, LLC88,677
0.0% of portfolio›$10.3M
DekaBank Deutsche Girozentrale87,065
0.0% of portfolio›$10.3K
Aware Super Pty Ltd as trustee of Aware Super86,161
0.1% of portfolio›$10.0M
Truist Financial Corp84,088
0.0% of portfolio›$9.8M
Asset Management One Co., Ltd.82,617
0.0% of portfolio›$9.6M
State of Michigan Retirement System76,569
0.0% of portfolio›$8.9M
MacKenzie Financial Corp68,838
0.0% of portfolio›$8.0M
Illinois Municipal Retirement Fund66,796
0.1% of portfolio›$7.8M
Patton Albertson Miller Group, LLC65,040
0.8% of portfolio›$7.5M
CIBC Asset Management Inc64,372
0.0% of portfolio›$7.5M
Fjarde Ap-Fonden TH Swedish National Pension Fund61,003
0.0% of portfolio›$7.1M
Greatmark Investment Partners, Inc.58,080
0.7% of portfolio›$6.7M
AlphaCore Capital LLC57,970
0.1% of portfolio›$6.7M
State of New Jersey Common Pension Fund D56,672
0.0% of portfolio›$6.6M
Larson Financial Group LLC56,543
0.2% of portfolio›$6.6M
Mn Services Vermogensbeheer B.V.56,456
0.0% of portfolio›$6.6K
Virginia Retirement Systems ET Al56,381
0.0% of portfolio›$6.5M
Fifth Third Bancorp55,760
0.0% of portfolio›$6.5M
CWA Asset Management Group, LLC54,144
0.2% of portfolio›$6.3M
Czech National Bank53,860
0.0% of portfolio›$6.3M
Mirae Asset Global Investments Co., Ltd.52,491
0.0% of portfolio›$6.1M
Arizona State Retirement System52,025
0.0% of portfolio›$6.0M
Old Second National Bank of Aurora51,833
1.2% of portfolio›$6.0M
Hudson Capital Management LLC50,745
1.5% of portfolio›$5.9M
IFM Investors Pty Ltd50,198
0.0% of portfolio›$5.8M
Laurion Capital Management LP49,583
0.1% of portfolio›$5.8M
TD Waterhouse Canada Inc.47,183
0.0% of portfolio›$5.5M
Xponance LLC44,278
0.0% of portfolio›$5.1M
ProShare Advisors LLC41,953
0.0% of portfolio›$4.9M
ASR Vermogensbeheer N.V.41,546
0.0% of portfolio›$4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS41,415
0.0% of portfolio›$4.8M
Montag A & Associates Inc40,153
0.2% of portfolio›$4.7M
SEB Asset Management AB40,011
0.0% of portfolio›$4.6M
Argyle Capital Management, LLC39,991
1.3% of portfolio›$4.6M
Retirement Systems of Alabama39,310
0.0% of portfolio›$4.6M
KBC Group NV39,021
0.0% of portfolio›$4.5K
Oppenheimer & Co Inc38,012
0.0% of portfolio›$4.4M
Glenview Trust Co37,219
0.1% of portfolio›$4.3M
Ethic Inc.36,438
0.0% of portfolio›$4.2M
Signal Advisors Wealth, LLC36,416
0.2% of portfolio›$4.2M
Daiwa Securities Group Inc.35,919
0.0% of portfolio›$4.2M
Neos Investment Management LLC34,528
0.0% of portfolio›$4.0M
Commonwealth Equity Services, LLC34,427
0.0% of portfolio›$4.0M
Rakuten Investment Management, Inc.33,843
0.0% of portfolio›$4.0M
Amalgamated Bank33,511
0.0% of portfolio›$3.9K
Shayne & Jacobs, LLC31,942
1.1% of portfolio›$3.7M
Park Avenue Securities LLC28,760
0.0% of portfolio›$3.3K
Sumitomo Mitsui DS Asset Management Company, Ltd28,138
0.0% of portfolio›$3.3M
Gateway Investment Advisers LLC27,759
0.0% of portfolio›$3.2M
New York Life Investment Management LLC26,172
0.0% of portfolio›$3.0M
PensionDanmark Pensionsforsikringsaktieselskab24,890
0.0% of portfolio›$2.9M
Atria Investments, Inc24,889
0.0% of portfolio›$2.9M
US Bancorp \de\24,479
0.0% of portfolio›$2.8M
UniSuper Management Pty Ltd24,080
0.0% of portfolio›$2.8M
Todd Asset Management LLC23,438
0.0% of portfolio›$2.7M
Dorato Capital Management23,389
1.7% of portfolio›$2.6M
Oregon Public Employees Retirement Fund23,043
0.0% of portfolio›$2.7M
Ellis Investment Partners, LLC22,633
0.4% of portfolio›$2.6M
Pinnacle Associates LTD22,278
0.0% of portfolio›$2.6M
OP Asset Management Ltd22,183
0.0% of portfolio›$2.6M
Yousif Capital Management, LLC21,746
0.0% of portfolio›$2.5M
Hennessy Advisors Inc20,200
0.1% of portfolio›$2.3M
Vise Technologies, Inc.20,135
0.0% of portfolio›$2.3M
Generali Investments CEE, investicni spolecnost, a.s.20,000
0.1% of portfolio›$2.7M
River Street Advisors LLC19,679
0.7% of portfolio›$2.3M
Valley National Advisers Inc19,528
0.2% of portfolio›$2.3M
Avanza Fonder AB19,282
0.0% of portfolio›$2.2M
Mutual of America Capital Management LLC19,160
0.0% of portfolio›$2.2M
Bank Julius Baer & Co. Ltd, Zurich18,266
0.0% of portfolio›$2.1M
State of Alaska, Department of Revenue17,757
0.0% of portfolio›$2.1K
Wright Investors Service Inc17,259
0.6% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.16,995
0.0% of portfolio›$2.0K
Sanders Morris Harris LLC16,512
0.3% of portfolio›$1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management16,326
0.0% of portfolio›$1.9M
Concurrent Investment Advisors, LLC16,174
0.0% of portfolio›$1.9M
Altman Advisors, Inc.15,652
0.6% of portfolio›$1.8M
Ascent Group, LLC15,452
0.1% of portfolio›$1.8M
Pinnacle Wealth Management Advisory Group, LLC15,355
0.1% of portfolio›$1.8M
Inlet Private Wealth, LLC15,220
0.4% of portfolio›$1.8M
Gulf International Bank (UK) Ltd14,806
0.0% of portfolio›$1.7K
LVW Advisors, LLC14,668
0.1% of portfolio›$1.7M
Kestra Advisory Services, LLC14,665
0.0% of portfolio›$1.7M
Kathmere Capital Management, LLC13,885
0.1% of portfolio›$1.6M
Hennion & Walsh Asset Management, Inc.13,882
0.0% of portfolio›$1.6M
ABN Amro Investment Solutions13,879
0.0% of portfolio›$1.6M
BG Investment Services, LLC13,666
0.2% of portfolio›$1.6M
Inspire Investing, LLC13,110
0.1% of portfolio›$1.5M
AGF Management LTD11,958
0.0% of portfolio›$1.4M
Stackstone Wealth, LLC11,910
0.1% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd11,867
0.0% of portfolio›$1.4M
Sterling Capital Management LLC11,825
0.0% of portfolio›$1.4M
Maryland State Retirement & Pension System11,596
0.0% of portfolio›$1.3M
Regions Financial Corp11,576
0.0% of portfolio›$1.3M
Davenport & Co LLC11,077
0.0% of portfolio›$1.3M
Aspire Private Capital, LLC10,876
0.3% of portfolio›$1.3M
Aprio Wealth Management, LLC10,826
0.1% of portfolio›$1.3M
Fideuram Asset Management (Ireland) dac10,700
0.0% of portfolio›$1.4M
Unison Advisors LLC10,640
0.1% of portfolio›$1.2M
1900 Wealth Management LLC10,617
0.1% of portfolio›$1.2M
Fulcrum Asset Management LLP10,420
0.1% of portfolio›$1.2M
Strong Retirement Solutions LLC10,355
0.7% of portfolio›$1.2M
Hartford Investment Management Co10,224
0.0% of portfolio›$1.2M
Washington Capital Management, Inc10,000
0.8% of portfolio›$1.2M
Integrity Alliance, Llc.9,949
0.0% of portfolio›$1.2M
BI Asset Management Fondsmaeglerselskab A/S9,798
0.0% of portfolio›$1.1K
New Mexico Educational Retirement Board9,538
0.0% of portfolio›$1.1K
Fiduciary Family Office, LLC9,272
0.2% of portfolio›$1.1M
Elevation Point Wealth Partners, LLC9,257
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System9,200
0.0% of portfolio›$1.1M
William B. Walkup & Associates, Inc.9,100
0.5% of portfolio›$1.1M
Greenfield Savings Bank9,019
0.4% of portfolio›$1.0M
Signaturefd, LLC8,882
0.0% of portfolio›$1.0M
Tokio Marine Asset Management Co LTD8,691
0.0% of portfolio›$1.0M
Klein Pavlis & Peasley Financial, Inc.8,679
0.5% of portfolio›$1.0M
Farther Finance Advisors, LLC8,623
0.0% of portfolio›$1.0M
Integrated Advisors Network LLC8,162
0.0% of portfolio›$947.3K
Midland Wealth Advisors, LLC8,121
0.0% of portfolio›$942.5K
Premier Path Wealth Partners, LLC7,945
0.1% of portfolio›$922.1K
E. Ohman J:or Asset Management AB7,800
0.0% of portfolio›$905.3K
HB Wealth Management, LLC7,747
0.0% of portfolio›$899.1K
Oak Thistle LLC7,564
0.1% of portfolio›$877.9K
J. Safra Sarasin Holding AG7,558
0.0% of portfolio›$880.7K
Grant Private Wealth Management Inc7,418
0.4% of portfolio›$860.9K
Beacon Investment Advisory Services, Inc.7,401
0.0% of portfolio›$859.0K
V-Square Quantitative Management LLC7,341
0.1% of portfolio›$852.0K
B. Metzler seel. Sohn & Co. AG7,250
0.0% of portfolio›$841.4K
Gryphon Financial Partners LLC7,131
0.1% of portfolio›$827.6K
Athena Wealth Management, LLC7,130
0.6% of portfolio›$827.5K
Compound Planning, Inc.6,813
0.0% of portfolio›$790.7K
Everhart Financial Group, Inc.6,733
0.0% of portfolio›$781.4K
CoreCap Advisors, LLC6,724
0.0% of portfolio›$780.4K
HUB Investment Partners, LLC6,672
0.0% of portfolio›$774.4K
Winnacle Wealth LLC6,513
0.5% of portfolio›$755.9K
MGO One Seven LLC6,488
0.0% of portfolio›$752.9K
Montgomery Investment Management Inc6,350
0.2% of portfolio›$737.0K
Juncture Wealth Strategies, LLC6,038
0.2% of portfolio›$700.8K
Convergence Financial, LLC5,889
0.1% of portfolio›$683.4K
Keybank National Association5,844
0.0% of portfolio›$678.2K
Evergreen Capital Management LLC5,799
0.0% of portfolio›$674.5K
XXI Wealth, LLC5,788
0.3% of portfolio›$671.8K
Crossmark Global Holdings, Inc.5,783
0.0% of portfolio›$671.2K
North Dakota State Investment Board5,762
0.0% of portfolio›$668.7K
Gamma Investing LLC5,754
0.0% of portfolio›$667.8K
Blue Trust, Inc.5,662
0.0% of portfolio›$657.1K
Choreo, LLC5,559
0.0% of portfolio›$646.9K
Lido Advisors, LLC5,355
0.0% of portfolio›$621.5K
Monument Capital Management5,320
0.1% of portfolio›$617.4K
Quadrant Capital Group LLC5,192
0.0% of portfolio›$579.3K
Exchange Traded Concepts, LLC5,161
0.0% of portfolio›$599.0K
Ascentis Independent Advisors5,047
0.0% of portfolio›$585.8K
Apollon Wealth Management, LLC5,047
0.0% of portfolio›$585.8K
Axxcess Wealth Management, LLC4,996
0.0% of portfolio›$579.8K
Inscription Capital, LLC4,971
0.1% of portfolio›$576.9K
Tectonic Advisors LLC4,924
0.0% of portfolio›$571.4K
Old National Bancorp4,858
0.0% of portfolio›$563.8K
Chicago Partners Investment Group LLC4,852
0.0% of portfolio›$588.0K
Norden Group LLC4,796
0.0% of portfolio›$556.6K
Formidable Asset Management, LLC4,785
0.1% of portfolio›$555.3K
Wedmont Private Capital4,665
0.0% of portfolio›$529.6K
Tema Etfs LLC4,580
0.0% of portfolio›$531.6K
Praxis Investment Management Inc4,530
0.0% of portfolio›$526
Sagespring Wealth Partners, LLC4,502
0.0% of portfolio›$522.5K
United Community Bank4,433
0.2% of portfolio›$514.5K
Schwartz Investment Counsel Inc4,398
0.0% of portfolio›$510.4K
Accurate Wealth Management, LLC4,322
0.0% of portfolio›$482.2K
D'Orazio & Associates, Inc.4,297
0.1% of portfolio›$498.7K
King Luther Capital Management Corp4,268
0.0% of portfolio›$495.3K
Parallel Advisors, LLC4,238
0.0% of portfolio›$491.8K
Cooper Financial Group4,144
0.0% of portfolio›$480.9K
M.E. Allison & Co., Inc.4,074
0.3% of portfolio›$472.8K
Kingswood Wealth Advisors, LLC4,024
0.0% of portfolio›$467.0K
Yorktown Management & Research Co Inc4,000
0.3% of portfolio›$464.2K
Kestra Investment Management, LLC3,954
0.0% of portfolio›$459.0K
Community Bank & Trust, Waco, Texas3,936
0.0% of portfolio›$457
Legal Advantage Investments, Inc.3,920
0.1% of portfolio›$455.0K
Versant Capital Management, Inc3,913
0.0% of portfolio›$454.1K
Baron Wealth Management LLC3,870
0.1% of portfolio›$449.1K
Nicholas Hoffman & Company, Llc.3,866
0.0% of portfolio›$448.7K
Capital Investment Advisors, LLC3,808
0.0% of portfolio›$441.9K
Fifth Third Wealth Advisors LLC3,749
0.0% of portfolio›$435.1K
Harbor Capital Advisors, Inc.3,682
0.0% of portfolio›$427
Colonial River Investments, LLC3,579
0.1% of portfolio›$415.4K
CX Institutional3,564
0.0% of portfolio›$414
Lanark Financial, Inc.3,546
0.0% of portfolio›$411.5K
Planned Solutions, Inc.3,502
0.1% of portfolio›$406.4K
Burney Co/3,475
0.0% of portfolio›$403.3K
Quantum Private Wealth, LLC3,463
0.1% of portfolio›$401.9K
Clark Asset Management, LLC3,462
0.0% of portfolio›$401.8K
Cidel Asset Management Inc3,457
0.0% of portfolio›$401.2K
VestGen Advisors, LLC3,420
0.0% of portfolio›$396.9K
Intrua Financial, LLC3,400
0.0% of portfolio›$394.6K
Rooted Wealth Advisors, Inc.3,382
0.1% of portfolio›$464.0K
Certuity, LLC3,361
0.0% of portfolio›$390.1K
Eads & Heald Wealth Management3,337
0.2% of portfolio›$387.3K
Raleigh Capital Management Inc.3,327
0.1% of portfolio›$386.2K
J.W. Cole Advisors, Inc.3,229
0.0% of portfolio›$374.7K
Central Trust Co3,228
0.0% of portfolio›$374.7K
Nautilus Advisors LLC3,195
0.2% of portfolio›$370.8K
Badgley Phelps Wealth Managers, LLC3,173
0.0% of portfolio›$369.2K
Eastern Bank3,143
0.0% of portfolio›$364.8K
Caitong International Asset Management Co., Ltd3,128
0.0% of portfolio›$363.0K
Smith Salley Wealth Management3,108
0.0% of portfolio›$360.7K
Bingham Private Wealth, LLC3,096
0.2% of portfolio›$359.3K
RFG Advisory, LLC3,093
0.0% of portfolio›$359.0K
TFB Advisors LLC3,061
0.1% of portfolio›$355.3K
Aaron Wealth Advisors LLC3,045
0.0% of portfolio›$353.4K
ABC Arbitrage SA3,014
0.0% of portfolio›$349.8K
Midwest Trust Co3,013
0.0% of portfolio›$349.7K
Plato Investment Management Ltd2,991
0.0% of portfolio›$348.5K
Generali Asset Management SPA SGR2,875
0.0% of portfolio›$333.7K
Citizens Financial Group Inc2,844
0.0% of portfolio›$330.8K
Sanchez Gaunt Capital Management, LLC2,812
0.2% of portfolio›$326.3K
Apella Capital, LLC2,794
0.0% of portfolio›$313.9K
Candriam S.C.A.2,753
0.0% of portfolio›$320.7K
Applied Finance Capital Management, LLC2,732
0.0% of portfolio›$317.1K
Cullen T Bankers, Inc.2,672
0.0% of portfolio›$310.1K
71 West Capital Partners2,666
0.0% of portfolio›$309.4K
Ashton Thomas Private Wealth, LLC2,634
0.0% of portfolio›$305.7K
First Business Financial Services, Inc.2,626
0.0% of portfolio›$304.8K
Riversedge Advisors, LLC2,624
0.0% of portfolio›$304.5K
Third View Private Wealth, LLC2,598
0.0% of portfolio›$301.5K
IFP Advisors, Inc2,579
0.0% of portfolio›$299.3K
Horizon Advisory Services, Inc.2,579
0.1% of portfolio›$299.3K
Crestwood Advisors Group, LLC2,547
0.0% of portfolio›$295.6K
Kestra Private Wealth Services, LLC2,531
0.0% of portfolio›$293.8K
Wealthcare Advisory Partners LLC2,528
0.0% of portfolio›$293.4K
Renasant Bank2,515
0.2% of portfolio›$291.9K
SC&H Financial Advisors, Inc.2,480
0.0% of portfolio›$287.8K
Portside Wealth Group, LLC2,469
0.0% of portfolio›$286.6K
Peterson Wealth Services2,461
0.1% of portfolio›$285.7K
Ignite Planners, LLC2,454
0.0% of portfolio›$290.2K
Profund Advisors LLC2,408
0.0% of portfolio›$279.5K
Cornerstone Wealth Group, LLC2,402
0.0% of portfolio›$278.8K
Burford Brothers, Inc.2,400
0.1% of portfolio›$278.5K
First Horizon Corp2,385
0.0% of portfolio›$276.8K
Brighton Jones LLC2,366
0.0% of portfolio›$274.6K
Manchester Capital Management LLC2,362
0.0% of portfolio›$274.1K
Soltis Investment Advisors LLC2,320
0.0% of portfolio›$269.2K
Perigon Wealth Management, LLC2,319
0.0% of portfolio›$269.1K
Diversified Enterprises, LLC2,298
0.0% of portfolio›$266.7K
Columbia Bank2,290
0.1% of portfolio›$265.8K
Fiduciary Alliance LLC2,286
0.0% of portfolio›$265.3K
Bokf, NA2,281
0.0% of portfolio›$264.7K
Greenleaf Trust2,195
0.0% of portfolio›$254.8K
Trust Asset Management LLC2,183
0.0% of portfolio›$253.4K
Avestar Capital, LLC2,145
0.0% of portfolio›$249.5K
Abel Hall, LLC2,140
0.0% of portfolio›$248.4K
Meridian Wealth Management, LLC2,137
0.0% of portfolio›$248.0K
Atwood & Palmer Inc2,128
0.0% of portfolio›$247.0K
Alps Advisors Inc2,126
0.0% of portfolio›$246.7K
Dynamic Advisor Solutions LLC2,121
0.0% of portfolio›$246.2K
AMG National Trust Bank2,121
0.0% of portfolio›$246.2K
Everett Harris & Co2,000
0.0% of portfolio›$232.1K
GC Wealth Management RIA, LLC1,992
0.0% of portfolio›$231.3K
Opal Wealth Advisors, LLC1,991
0.0% of portfolio›$231.1K
Mather Group, Llc.1,983
0.0% of portfolio›$230.2K
Franchise GP Ltd1,960
0.1% of portfolio›$227.5K
Nilsine Partners, LLC1,910
0.0% of portfolio›$221.7K
Harbor Asset Planning, Inc.1,886
0.2% of portfolio›$218.9K
Resonant Capital Advisors, LLC1,857
0.0% of portfolio›$215.9K
Symmetry Partners, LLC1,848
0.0% of portfolio›$214.4K
Cigna Investments Inc1,840
0.0% of portfolio›$213
Oslo Pensjonsforsikring AS1,810
0.0% of portfolio›$210.1K
Trail Ridge Investment Advisors, LLC1,793
0.1% of portfolio›$208.1K
Moody Aldrich Partners LLC1,759
0.0% of portfolio›$204.2K
Roman Butler Fullerton & Co1,702
0.0% of portfolio›$210.7K
Key FInancial Inc1,608
0.0% of portfolio›$186.6K
Wilkerson Advisory Group LLC1,585
0.1% of portfolio›$184.0K
Waystone Advisors LLC1,572
0.2% of portfolio›$215.7K
Provenance Wealth Advisors, LLC1,559
0.0% of portfolio›$180.9K
TD Private Client Wealth LLC1,496
0.0% of portfolio›$173.6K
Pinnacle Wealth Planning Services, Inc.1,431
0.0% of portfolio›$166.1K
Paradigm Asset Management Co LLC1,300
0.0% of portfolio›$150.9K
EverSource Wealth Advisors, LLC1,162
0.0% of portfolio›$134.9K
Parkside Financial Bank & Trust1,147
0.0% of portfolio›$133.1K
Harel Insurance Investments & Financial Services Ltd.1,100
0.0% of portfolio›$128
Essential Partners LLC1,037
0.1% of portfolio›$120.4K
Wilmington Savings Fund Society, FSB1,003
0.0% of portfolio›$116.4K
Elyxium Wealth, LLC919
0.0% of portfolio›$106.7K
First Command Advisory Services, Inc.913
0.0% of portfolio›$106.2K
Leonteq Securities AG906
0.0% of portfolio›$105.2K
Hazlett, Burt & Watson, Inc.901
0.0% of portfolio›$107
Deseret Mutual Benefit Administrators867
0.0% of portfolio›$100.6K
Private Trust Co NA834
0.0% of portfolio›$96.8K
Adirondack Trust Co815
0.0% of portfolio›$94.6K
Reap Financial Group, LLC794
0.0% of portfolio›$92.1K
General Partner, Inc.718
0.0% of portfolio›$83.3K
Bay Harbor Wealth Management, LLC716
0.0% of portfolio›$83.3K
Raiffeisen Bank International AG711
0.0% of portfolio›$84.3K
Polaris Financial Partners694
0.0% of portfolio›$81
Cassaday & Co Wealth Management LLC656
0.0% of portfolio›$76.1K
Miller Global Investments, LLC648
0.1% of portfolio›$75.2K
Peoples Financial Services Corp.638
0.0% of portfolio›$74.0K
Cromwell Holdings LLC618
0.0% of portfolio›$71.9K
Root Financial Partners, LLC602
0.0% of portfolio›$69.9K
StrongBox Wealth, LLC570
0.0% of portfolio›$66.2K
Rossby Financial, LCC560
0.0% of portfolio›$65.0K
Buck Wealth Strategies, LLC549
0.0% of portfolio›$63.7K
Grove Bank & Trust526
0.0% of portfolio›$61.0K
Plante Moran Financial Advisors, LLC500
0.0% of portfolio›$58.0K
Signature Equity Partners, LLC489
0.0% of portfolio›$56.8K
Capital Advisors, Ltd. LLC468
0.0% of portfolio›$54
Oakworth Capital, Inc.465
0.0% of portfolio›$54.0K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna444
0.0% of portfolio›$51.5K
Compass Financial Management LLC427
0.0% of portfolio›$49.6K
Heritage Family Offices, LLP410
0.0% of portfolio›$47.6K
MassMutual Private Wealth & Trust, FSB407
0.0% of portfolio›$47.2K
Three Bridge Wealth Advisors, LLC392
0.0% of portfolio›$45.6K
Covestor Ltd384
0.0% of portfolio›$45
Beacon Financial Strategies Corp340
0.0% of portfolio›$39.5K
DT Investment Partners, LLC334
0.0% of portfolio›$38.8K
Sarver Vrooman Wealth Advisors327
0.0% of portfolio›$38.0K
High Point Wealth Management, LLC322
0.0% of portfolio›$37.4K
Mcdonald Partners LLC310
0.0% of portfolio›$36.0K
Jacobi Capital Management LLC293
0.0% of portfolio›$34.0K
JFS Wealth Advisors, LLC272
0.0% of portfolio›$31.6K
Private Wealth Management Group, LLC271
0.0% of portfolio›$31.5K
Rachor Investment Advisory Services, LLC265
0.0% of portfolio›$30.8K
Fortitude Family Office, LLC255
0.0% of portfolio›$29.6K
Nfsg Corp250
0.0% of portfolio›$29.0K
Financial Perspectives, Inc250
0.0% of portfolio›$29.0K
United Financial Planning Group LLC249
0.0% of portfolio›$28.9K
Security National Bank243
0.0% of portfolio›$28.2K
Owl Creek Wealth Partners LLC236
0.0% of portfolio›$27.4K
True Wealth Design, LLC232
0.0% of portfolio›$26.9K
Silver Grove Financial Group, Inc.226
0.0% of portfolio›$26.2K
Lynch Investment Planning, LLC223
0.0% of portfolio›$25.9K
Arlington Trust Co LLC219
0.0% of portfolio›$25.4K
Country Trust Bank218
0.0% of portfolio›$25.3K
Cedar Mountain Advisors, LLC210
0.0% of portfolio›$24.4K
Washington Trust Advisors, Inc.200
0.0% of portfolio›$23.2K
Costello Asset Management, Inc200
0.0% of portfolio›$23.2K
Entrust Financial LLC199
0.0% of portfolio›$23.1K
University of Texas S AM Investment Management Co193
0.0% of portfolio›$22.5K
Bell Investment Advisors, Inc182
0.0% of portfolio›$21.1K
Lloyd Advisory Services, Llc.173
0.0% of portfolio›$20.1K
WPG Advisers, LLC168
0.0% of portfolio›$19.5K
Hager Investment Management Services, LLC167
0.0% of portfolio›$19.4K
Trust Co of Vermont166
0.0% of portfolio›$19.3K
Valued Wealth Advisors LLC165
0.0% of portfolio›$19.2K
Financial Management Professionals, Inc.163
0.0% of portfolio›$18.9K
Moisand Fitzgerald Tamayo, LLC162
0.0% of portfolio›$18.8K
Tsfg, LLC159
0.0% of portfolio›$18
Concord Wealth Partners152
0.0% of portfolio›$17.6K
Torren Management, LLC152
0.0% of portfolio›$17.6K
Byrne Asset Management LLC150
0.0% of portfolio›$17.5K
Physician Wealth Advisors, Inc.141
0.0% of portfolio›$16.4K
Golden State Wealth Management, LLC138
0.0% of portfolio›$16.0K
Tounjian Advisory Partners, LLC133
0.0% of portfolio›$15.5K
Farmers & Merchants Investments Inc127
0.0% of portfolio›$14.7K
Strengthening Families & Communities, LLC126
0.0% of portfolio›$14.6K
Highline Wealth Partners LLC118
0.0% of portfolio›$13.7K
Avion Wealth117
0.0% of portfolio›$13
Creative Financial Designs Inc117
0.0% of portfolio›$13.6K
Laurel Wealth Advisors LLC111
0.0% of portfolio›$12.9K
Proathlete Wealth Management LLC108
0.0% of portfolio›$12.5K
Brown, Lisle Ings, Inc.106
0.0% of portfolio›$12.3K
SJS Investment Consulting Inc.104
0.0% of portfolio›$12.1K
Cdkv Holdings LLC100
0.0% of portfolio›$11.6K
Quest 10 Wealth Builders, Inc.91
0.0% of portfolio›$10.6K
Aspect Partners, LLC87
0.0% of portfolio›$10.1K
UMB Private Wealth Management, LLC87
0.0% of portfolio›$10.1K
West Paces Advisors Inc.83
0.0% of portfolio›$9.6K
Cherry Tree Wealth Management, LLC80
0.0% of portfolio›$9.3K
MV Capital Management, Inc.74
0.0% of portfolio›$8.6K
Ares Financial Consulting, LLC72
0.0% of portfolio›$8.4K
Triumph Capital Management72
0.0% of portfolio›$8.4K
Westside Investment Management, Inc.67
0.0% of portfolio›$7.8K
High Note Wealth, LLC64
0.0% of portfolio›$7.4K
Creative Capital Management Investments LLC62
0.0% of portfolio›$7.2K
Financial Consulate, Inc60
0.0% of portfolio›$7.0K
Cape Investment Advisory, Inc.59
0.0% of portfolio›$6.8K
Pinnacle Bancorp, Inc.55
0.0% of portfolio›$6.4K
DiNuzzo Private Wealth, Inc.49
0.0% of portfolio›$5.7K
Richardson Financial Services Inc.45
0.0% of portfolio›$5.2K
IMG Wealth Management, Inc.43
0.0% of portfolio›$5.0K
Elevation Wealth Partners, LLC42
0.0% of portfolio›$4.9K
Burk Holdings LLC42
0.0% of portfolio›$4.9K
Kozak & Associates, Inc.41
0.0% of portfolio›$4.9K
Nemes Rush Group LLC40
0.0% of portfolio›$4.6K
Gleason Group, Inc.40
0.0% of portfolio›$4.7K
Spire Wealth Management33
0.0% of portfolio›$3.8K
SBI Securities Co., Ltd.33
0.0% of portfolio›$3.8K
Marquette Asset Management, LLC32
0.0% of portfolio›$3.7K
Hughes Financial Services, LLC31
0.0% of portfolio›$3.9K
Clark Wealth Partners29
0.0% of portfolio›$3.4K
Gilpin Wealth Management, LLC25
0.0% of portfolio›$2.9K
Birch Financial Group, LLC25
0.0% of portfolio›$2.9K
Atlantic Edge Private Wealth Management, LLC25
0.0% of portfolio›$2.9K
NBH Bank25
0.0% of portfolio›$2.9K
Nvwm, LLC25
0.0% of portfolio›$2.9K
GK Wealth Management LLC23
0.0% of portfolio›$2.6K
Smallwood Wealth Investment Management, LLC23
0.0% of portfolio›$2.7K
Maseco LLP22
0.0% of portfolio›$2.6K
GHP Investment Advisors, Inc.22
0.0% of portfolio›$2.6K
Asset Dedication, LLC21
0.0% of portfolio›$2.4K
James T. Borello RIA20
0.0% of portfolio›$2.3K
J.Safra Asset Management Corp20
0.0% of portfolio›$2.3K
Meriwether Wealth & Planning, LLC19
0.0% of portfolio›$2.2K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.17
0.0% of portfolio›$2.0K
Rakuten Securities, Inc.17
0.0% of portfolio›$2.0K
Mosley Wealth Management16
0.0% of portfolio›$1.8K
Ascentis Wealth Management, LLC15
0.0% of portfolio›$1.7K
TFC Financial Management, Inc.15
0.0% of portfolio›$1.7K
American Capital Advisory, LLC15
0.0% of portfolio›$1.7K
Latitude Advisors, LLC12
0.0% of portfolio›$1.4K
Bfsg, LLC12
0.0% of portfolio›$1.4K
Planning Strategies Inc.12
0.0% of portfolio›$1.4K
Noble Wealth Management PBC10
0.0% of portfolio›$1.2K
Toth Financial Advisory Corp10
0.0% of portfolio›$1.2K
Davis Capital Management9
0.0% of portfolio›$1.0K
DecisionPoint Financial, LLC9
0.0% of portfolio›$1.0K
Downshift Financial, LLC8
0.0% of portfolio›$928
Kingdom Financial Group Llc.6
0.0% of portfolio›$706
Phillip James Consulting Co.6
0.0% of portfolio›$696
Jnba Financial Advisors6
0.0% of portfolio›$697
Abound Wealth Management6
0.0% of portfolio›$697
Retirement Wealth Solutions LLC5
0.0% of portfolio›$581
Pension & Wealth Management Advisors, Inc.5
0.0% of portfolio›$580
North Star Investment Management Corp.5
0.0% of portfolio›$580
Wealth Enhancement Trust Services, Inc.4
0.0% of portfolio›$464
Godsey & Gibb, Inc4
0.0% of portfolio›$465
Networth Advisors, LLC4
0.0% of portfolio›$465
Morton Brown Family Wealth, LLC4
0.0% of portfolio›$464
Acumen Wealth Advisors, LLC4
0.0% of portfolio›$465
3 Factor Indexing, LLC3
0.0% of portfolio›$349
Quaker Wealth Management, LLC2
0.0% of portfolio›$233
Maryland Capital Advisors Inc.2
0.0% of portfolio›$233
Center for Financial Planning, Inc.2
0.0% of portfolio›$232
WestEnd Advisors, LLC2
0.0% of portfolio›$232
Redwood Park Advisors LLC2
0.0% of portfolio›$233
Signature Resources Capital Management, LLC1
0.0% of portfolio›$116
RHL Group, LLC1
0.0% of portfolio›$116
Centerpoint Advisors, LLC1
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Greenhaven Associates Inc
5,394,549$626.1M7.9%Deep ValueLowPurchase, NY2026-10-26
Dimensional Fund Advisors LP
3,211,917$372.8M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,352,128$156.9M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
704,017$81.7M0.0%CoreMediumNew York, NY2026-11-04
Allspring Global Investments Holdings, LLC
620,536$72.2M0.1%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
592,274$68.7M0.0%CoreLowDes Moines, IA2026-11-02
Swedbank AB
567,068$65.8M0.1%GrowthLowStockholm, Sweden2026-10-27
Thrivent Financial for Lutherans
526,885$61.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Assetmark, Inc
508,880$59.1M0.1%ETFLowConcord, CA2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
487,764$56.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Sumitomo Mitsui Trust Group, Inc.
465,179$54.0M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Strs Ohio
400,882$46.5M0.2%CoreMediumColumbus, OH2026-10-30
Pictet Asset Management Holding SA
374,775$43.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Seizert Capital Partners, LLC
354,533$41.1M1.8%ValueMediumBirmingham, MI2026-10-30
Assenagon Asset Management S.A.
337,442$39.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Vest Financial, LLC
284,335$33.0M0.3%ValueMediumMclean, VA2026-10-21
Vontobel Holding Ltd.
251,931$29.2M0.1%CoreMediumZurich, Switzerland2026-10-16
iA Global Asset Management Inc.
230,000$26.7K0.0%GrowthMediumQuebec, Austria2026-10-29
New York State Teachers Retirement System
182,414$21.2K0.0%CoreVery LowAlbany, NY2026-10-22
Moran Wealth Management, LLC
154,915$18.0M0.5%CoreMediumNaples, FL2026-10-22
Wealth Enhancement Advisory Services, LLC
154,114$5.1M0.0%CoreLowPlymouth, MN2026-10-13
Achmea Investment Management B.V.
139,594$16.2M0.1%CoreMediumZeist, Philippines2026-10-30
Munich Reinsurance Co Stock Corp in Munich
127,859$14.8M0.3%CoreHighMunich, Hong Kong2026-10-30
Creative Planning
119,666$13.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Aegon Asset Management UK PLC
111,212$12.9M0.1%GrowthMediumEdinburgh, United Kingdom2026-11-04
Livforsakringsbolaget Skandia, Omsesidigt
110,452$12.8M0.4%GrowthMediumStockholm, Sweden2026-10-21
NorthCrest Asset Manangement, LLC
109,045$12.4M0.3%GrowthLowPlymouth, MN2026-10-13
Adams Diversified Equity Fund, Inc.
106,800$12.4M0.4%MomentumMediumBaltimore, MD2026-10-21
Jefferies Financial Group Inc.
105,920$12.3M0.1%CoreVery HighNew York, NY2026-11-05
Kinsale Capital Group, Inc.
104,249$12.1M1.6%ValueLowRichmond, VA2026-11-04
Robeco Institutional Asset Management B.V.
99,806$11.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
Ritholtz Wealth Management
97,976$11.4M0.2%IndexLowNew York, NY2026-11-05
Swiss Life Asset Management Ltd
96,875$11.2M0.0%CoreLowZurich, Switzerland2026-11-03
Patten & Patten Inc
91,097$10.6M0.6%CoreLowChattanooga, TN2026-10-26
Nisa Investment Advisors, LLC
88,677$10.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
DekaBank Deutsche Girozentrale
87,065$10.3K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Aware Super Pty Ltd as trustee of Aware Super
86,161$10.0M0.1%GrowthMediumSydney, China2026-10-30
Truist Financial Corp
84,088$9.8M0.0%CoreLowCharlotte, NC2026-10-30
Asset Management One Co., Ltd.
82,617$9.6M0.0%IndexVery LowTokyo, Mexico2026-10-27
State of Michigan Retirement System
76,569$8.9M0.0%IndexLowEast Lansing, MI2026-10-27
MacKenzie Financial Corp
68,838$8.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Illinois Municipal Retirement Fund
66,796$7.8M0.1%CoreMediumOak Brook, IL2026-11-05
Patton Albertson Miller Group, LLC
65,040$7.5M0.8%CoreLowChattanooga, TN2026-10-26
CIBC Asset Management Inc
64,372$7.5M0.0%GARPLowToronto, South Africa2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund
61,003$7.1M0.0%GrowthLowStockholm, Sweden2026-10-15
Greatmark Investment Partners, Inc.
58,080$6.7M0.7%ValueVery LowColumbus, GA2026-10-28
AlphaCore Capital LLC
57,970$6.7M0.1%ETFLowLa Jolla, CA2026-11-04
State of New Jersey Common Pension Fund D
56,672$6.6M0.0%CoreLowTrenton, NJ2026-11-05
Larson Financial Group LLC
56,543$6.6M0.2%GrowthLowSt Louis, MO2026-11-05
Mn Services Vermogensbeheer B.V.
56,456$6.6K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Virginia Retirement Systems ET Al
56,381$6.5M0.0%CoreMediumRichmond, VA2026-10-28
Fifth Third Bancorp
55,760$6.5M0.0%IndexVery LowCincinnati, OH2026-11-05
CWA Asset Management Group, LLC
54,144$6.3M0.2%CoreMediumNaples, FL2026-10-19
Czech National Bank
53,860$6.3M0.0%IndexVery LowPrague, Bahrain2026-10-13
Mirae Asset Global Investments Co., Ltd.
52,491$6.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
52,025$6.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Old Second National Bank of Aurora
51,833$6.0M1.2%CoreLowAurora, IL2026-10-22
Hudson Capital Management LLC
50,745$5.9M1.5%ValueLowRamsey, NJ2026-10-20
IFM Investors Pty Ltd
50,198$5.8M0.0%IndexVery LowMelbourne, China2026-10-14
Laurion Capital Management LP
49,583$5.8M0.1%GrowthVery HighNew York, NY2026-10-30
TD Waterhouse Canada Inc.
47,183$5.5M0.0%CoreLowToronto, Australia2026-10-16
Xponance LLC
44,278$5.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
ProShare Advisors LLC
41,953$4.9M0.0%GrowthLowBethesda, MD2026-10-29
ASR Vermogensbeheer N.V.
41,546$4.8M0.0%CoreLowUtrecht, Philippines2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
41,415$4.8M0.0%CoreLowHarrisburg, PA2026-11-03
Montag A & Associates Inc
40,153$4.7M0.2%CoreLowAtlanta, GA2026-10-29
SEB Asset Management AB
40,011$4.6M0.0%CoreN/AStockholm, Sweden2026-11-04
Argyle Capital Management, LLC
39,991$4.6M1.3%ValueVery LowCenter Valley, PA2026-10-28
Retirement Systems of Alabama
39,310$4.6M0.0%IndexLowMontgomery, AL2026-11-04
KBC Group NV
39,021$4.5K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Oppenheimer & Co Inc
38,012$4.4M0.0%CoreLowNew York, NY2026-10-26
Glenview Trust Co
37,219$4.3M0.1%GrowthVery LowLouisville, KY2026-10-28
Ethic Inc.
36,438$4.2M0.0%CoreLowNew York, NY2026-11-03
Signal Advisors Wealth, LLC
36,416$4.2M0.2%ETFLowDetroit, MI2026-10-13
Daiwa Securities Group Inc.
35,919$4.2M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Neos Investment Management LLC
34,528$4.0M0.0%IndexVery LowWestport, CT2026-11-04
Commonwealth Equity Services, LLC
34,427$4.0M0.0%ETFLowWaltham, MA2026-11-02
Rakuten Investment Management, Inc.
33,843$4.0M0.0%ETFMediumTokyo, Mexico2026-10-30
Amalgamated Bank
33,511$3.9K0.0%CoreVery LowNew York, NY2026-10-23
Shayne & Jacobs, LLC
31,942$3.7M1.1%ValueVery LowNashville, TN2026-10-21
Park Avenue Securities LLC
28,760$3.3K0.0%ETFMediumNew York, NY2026-10-26
Sumitomo Mitsui DS Asset Management Company, Ltd
28,138$3.3M0.0%IndexVery LowTokyo, Mexico2026-10-20
Gateway Investment Advisers LLC
27,759$3.2M0.0%GrowthLowCincinnati, OH2026-10-13
New York Life Investment Management LLC
26,172$3.0M0.0%GrowthLowNew York, NY2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab
24,890$2.9M0.0%IndexLowCopenhagen O, Greece2026-10-19
Atria Investments, Inc
24,889$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
US Bancorp \de\
24,479$2.8M0.0%IndexLowMinneapolis, MN2026-11-05
UniSuper Management Pty Ltd
24,080$2.8M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Todd Asset Management LLC
23,438$2.7M0.0%ValueMediumLouisville, KY2026-10-27
Dorato Capital Management
23,389$2.6M1.7%ValueVery LowDenver, CO2026-10-08
Oregon Public Employees Retirement Fund
23,043$2.7M0.0%IndexVery LowTigard, OR2026-10-30
Ellis Investment Partners, LLC
22,633$2.6M0.4%ETFLowBerwyn, PA2026-10-21
Pinnacle Associates LTD
22,278$2.6M0.0%CoreLowNew York, NY2026-10-20
OP Asset Management Ltd
22,183$2.6M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Yousif Capital Management, LLC
21,746$2.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hennessy Advisors Inc
20,200$2.3M0.1%Deep ValueMediumNovato, CA2026-10-28
Vise Technologies, Inc.
20,135$2.3M0.0%IndexLowNew York, NY2026-10-29
Generali Investments CEE, investicni spolecnost, a.s.
20,000$2.7M0.1%CoreLowPrague, Bahrain2026-10-15
River Street Advisors LLC
19,679$2.3M0.7%CoreLowAurora, IL2026-10-22
Valley National Advisers Inc
19,528$2.3M0.2%ETFLowBethlehem, PA2026-10-23
Avanza Fonder AB
19,282$2.2M0.0%GrowthLowStockholm, Sweden2026-10-13
Mutual of America Capital Management LLC
19,160$2.2M0.0%IndexLowNew York, NY2026-10-23
Bank Julius Baer & Co. Ltd, Zurich
18,266$2.1M0.0%GrowthMediumZurich, Switzerland2026-10-29
State of Alaska, Department of Revenue
17,757$2.1K0.0%CoreVery LowJuneau, AK2026-10-15
Wright Investors Service Inc
17,259$2.0M0.6%GrowthMediumShelton, CT2026-11-02
Cambridge Investment Research Advisors, Inc.
16,995$2.0K0.0%ETFLowFairfield, IA2026-11-02
Sanders Morris Harris LLC
16,512$1.9M0.3%GARPLowHouston, TX2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
16,326$1.9M0.0%GrowthVery LowSeattle, WA2026-10-27
Concurrent Investment Advisors, LLC
16,174$1.9M0.0%GrowthMediumTampa, FL2026-10-16
Altman Advisors, Inc.
15,652$1.8M0.6%CoreLowChicago, IL2026-11-05
Ascent Group, LLC
15,452$1.8M0.1%CoreLowVirginia Beach, VA2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
15,355$1.8M0.1%GrowthLowRed Bank, NJ2026-10-23
Inlet Private Wealth, LLC
15,220$1.8M0.4%ValueLowJupiter, FL2026-10-21
Gulf International Bank (UK) Ltd
14,806$1.7K0.0%CoreVery LowLondon, United Kingdom2026-10-20
LVW Advisors, LLC
14,668$1.7M0.1%CoreMediumPittsford, NY2026-10-19
Kestra Advisory Services, LLC
14,665$1.7M0.0%CoreLowAustin, TX2026-11-02
Kathmere Capital Management, LLC
13,885$1.6M0.1%ETFLowWayne, PA2026-10-20
Hennion & Walsh Asset Management, Inc.
13,882$1.6M0.0%ValueMediumParsippany, NJ2026-10-13
ABN Amro Investment Solutions
13,879$1.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
BG Investment Services, LLC
13,666$1.6M0.2%GrowthVery LowHagatna, GU2026-10-23
Inspire Investing, LLC
13,110$1.5M0.1%GARPHighMeridian, ID2026-10-22
AGF Management LTD
11,958$1.4M0.0%GrowthHighToronto, Australia2026-11-03
Stackstone Wealth, LLC
11,910$1.4M0.1%CoreN/ADubuque, IA2026-10-19
Y-Intercept (Hong Kong) Ltd
11,867$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Sterling Capital Management LLC
11,825$1.4M0.0%GARPMediumCharlotte, NC2026-10-22
Maryland State Retirement & Pension System
11,596$1.3M0.0%IndexVery LowBaltimore, MD2026-11-05
Regions Financial Corp
11,576$1.3M0.0%CoreLowBirmingham, AL2026-11-05
Davenport & Co LLC
11,077$1.3M0.0%CoreMediumRichmond, VA2026-10-14
Aspire Private Capital, LLC
10,876$1.3M0.3%ETFMediumCornelius, NC2026-11-05
Aprio Wealth Management, LLC
10,826$1.3M0.1%ETFMediumAtlanta, GA2026-10-28
Fideuram Asset Management (Ireland) dac
10,700$1.4M0.0%CoreHighDublin 1, Lithuania2026-10-29
Unison Advisors LLC
10,640$1.2M0.1%ETFVery LowProvidence, RI2026-10-29
1900 Wealth Management LLC
10,617$1.2M0.1%ETFLowSan Antonio, TX2026-10-13
Fulcrum Asset Management LLP
10,420$1.2M0.1%CoreMediumLondon, United Kingdom2026-11-04
Strong Retirement Solutions LLC
10,355$1.2M0.7%GrowthMediumSilverdale, WA2026-10-07
Hartford Investment Management Co
10,224$1.2M0.0%IndexVery LowHartford, CT2026-11-04
Washington Capital Management, Inc
10,000$1.2M0.8%ValueMediumSeattle, WA2026-10-19
Integrity Alliance, Llc.
9,949$1.2M0.0%ETFMediumUrbandale, IA2026-10-29
BI Asset Management Fondsmaeglerselskab A/S
9,798$1.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
New Mexico Educational Retirement Board
9,538$1.1K0.0%IndexVery LowSanta Fe, NM2026-11-05
Fiduciary Family Office, LLC
9,272$1.1M0.2%GrowthLowBoca Raton, FL2026-11-04
Elevation Point Wealth Partners, LLC
9,257$1.1M0.0%CoreHighDenver, CO2026-11-05
Louisiana State Employees Retirement System
9,200$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
William B. Walkup & Associates, Inc.
9,100$1.1M0.5%ValueLowColumbia, SC2026-11-05
Greenfield Savings Bank
9,019$1.0M0.4%CoreVery LowGreenfield, MA2026-10-07
Signaturefd, LLC
8,882$1.0M0.0%IndexLowAtlanta, GA2026-10-23
Tokio Marine Asset Management Co LTD
8,691$1.0M0.0%GrowthLowTokyo, Mexico2026-10-26
Klein Pavlis & Peasley Financial, Inc.
8,679$1.0M0.5%ValueMediumIrvine, CA2026-10-13
Farther Finance Advisors, LLC
8,623$1.0M0.0%IndexLowSan Francisco, CA2026-10-08
Integrated Advisors Network LLC
8,162$947.3K0.0%GrowthMediumDallas, TX2026-10-20
Midland Wealth Advisors, LLC
8,121$942.5K0.0%ETFLowEffingham, IL2026-10-26
Premier Path Wealth Partners, LLC
7,945$922.1K0.1%GrowthMediumMadison, NJ2026-10-16
E. Ohman J:or Asset Management AB
7,800$905.3K0.0%GrowthMediumStockholm, Sweden2026-10-22
HB Wealth Management, LLC
7,747$899.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Oak Thistle LLC
7,564$877.9K0.1%ValueVery HighNew York, NY2026-10-21
J. Safra Sarasin Holding AG
7,558$880.7K0.0%CoreMediumBasel, Switzerland2026-10-26
Grant Private Wealth Management Inc
7,418$860.9K0.4%GrowthMediumPleasanton, CA2026-10-19
Beacon Investment Advisory Services, Inc.
7,401$859.0K0.0%GrowthLowMorristown, NJ2026-10-13
V-Square Quantitative Management LLC
7,341$852.0K0.1%CoreLowChicago, IL2026-10-15
B. Metzler seel. Sohn & Co. AG
7,250$841.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Gryphon Financial Partners LLC
7,131$827.6K0.1%IndexLowColumbus, OH2026-11-04
Athena Wealth Management, LLC
7,130$827.5K0.6%GARPMediumReno, NV2026-10-09
Compound Planning, Inc.
6,813$790.7K0.0%CoreLowNew York, NY2026-11-05
Everhart Financial Group, Inc.
6,733$781.4K0.0%ETFLowDublin, OH2026-10-08
CoreCap Advisors, LLC
6,724$780.4K0.0%ETFMediumSouthfield, MI2026-10-08
HUB Investment Partners, LLC
6,672$774.4K0.0%GrowthLowAustin, TX2026-11-03
Winnacle Wealth LLC
6,513$755.9K0.5%CoreMediumWaco, TX2026-10-15
MGO One Seven LLC
6,488$752.9K0.0%GrowthLowBeachwood, OH2026-10-28
Montgomery Investment Management Inc
6,350$737.0K0.2%GARPVery LowRockville, MD2026-10-26
Juncture Wealth Strategies, LLC
6,038$700.8K0.2%ETFLowScottsdale, AZ2026-10-06
Convergence Financial, LLC
5,889$683.4K0.1%ETFMediumColumbia, MO2026-10-27
Keybank National Association
5,844$678.2K0.0%CoreLowBrooklyn, OH2026-11-04
Evergreen Capital Management LLC
5,799$674.5K0.0%GARPMediumBellevue, WA2026-10-23
XXI Wealth, LLC
5,788$671.8K0.3%GrowthLowChicago, IL2026-10-22
Crossmark Global Holdings, Inc.
5,783$671.2K0.0%GARPMediumHouston, TX2026-10-21
North Dakota State Investment Board
5,762$668.7K0.0%GrowthMediumBismarck, ND2026-10-27
Gamma Investing LLC
5,754$667.8K0.0%IndexVery LowFoster City, CA2026-10-08
Blue Trust, Inc.
5,662$657.1K0.0%ETFLowBrentwood, TN2026-10-15
Choreo, LLC
5,559$646.9K0.0%IndexLowRockford, IL2026-10-28
Lido Advisors, LLC
5,355$621.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Monument Capital Management
5,320$617.4K0.1%GARPHighAlexandria, VA2026-10-09
Quadrant Capital Group LLC
5,192$579.3K0.0%CoreLowCincinnati, OH2026-10-20
Exchange Traded Concepts, LLC
5,161$599.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Ascentis Independent Advisors
5,047$585.8K0.0%ETFLowDallas, TX2026-11-03
Apollon Wealth Management, LLC
5,047$585.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Axxcess Wealth Management, LLC
4,996$579.8K0.0%CoreLowCarlsbad, CA2026-10-21
Inscription Capital, LLC
4,971$576.9K0.1%GARPMediumHouston, TX2026-11-02
Tectonic Advisors LLC
4,924$571.4K0.0%YieldLowFrisco, TX2026-10-22
Old National Bancorp
4,858$563.8K0.0%CoreLowEvansville, IN2026-10-20
Chicago Partners Investment Group LLC
4,852$588.0K0.0%GARPLowChicago, IL2026-10-27
Norden Group LLC
4,796$556.6K0.0%GrowthMediumProvo, UT2026-10-20
Formidable Asset Management, LLC
4,785$555.3K0.1%CoreLowCincinnati, OH2026-11-03
Wedmont Private Capital
4,665$529.6K0.0%IndexVery LowWest Chester, PA2026-10-09
Tema Etfs LLC
4,580$531.6K0.0%GrowthMediumNew York, NY2026-10-16
Praxis Investment Management Inc
4,530$5260.0%CoreLowGoshen, IN2026-11-03
Sagespring Wealth Partners, LLC
4,502$522.5K0.0%ETFLowFranklin, TN2026-10-22
United Community Bank
4,433$514.5K0.2%CoreLowGreenville, SC2026-10-28
Schwartz Investment Counsel Inc
4,398$510.4K0.0%GrowthMediumPlymouth, MI2026-10-26
Accurate Wealth Management, LLC
4,322$482.2K0.0%CoreMediumWesley Chapel, FL2026-10-20
D'Orazio & Associates, Inc.
4,297$498.7K0.1%ETFLowVienna, VA2026-11-04
King Luther Capital Management Corp
4,268$495.3K0.0%CoreLowFort Worth, TX2026-11-05
Parallel Advisors, LLC
4,238$491.8K0.0%IndexLowSan Francisco, CA2026-11-03
Cooper Financial Group
4,144$480.9K0.0%GrowthMediumIrvine, CA2026-10-07
M.E. Allison & Co., Inc.
4,074$472.8K0.3%CoreLowSan Antonio, TX2026-10-09
Kingswood Wealth Advisors, LLC
4,024$467.0K0.0%GrowthLowSan Diego, CA2026-10-23
Yorktown Management & Research Co Inc
4,000$464.2K0.3%MomentumMediumForest, VA2026-10-28
Kestra Investment Management, LLC
3,954$459.0K0.0%ETFMediumAustin, TX2026-11-04
Community Bank & Trust, Waco, Texas
3,936$4570.0%CoreVery LowWaco, TX2026-10-19
Legal Advantage Investments, Inc.
3,920$455.0K0.1%Agg GrowthLowLos Altos Hills, CA2026-10-13
Versant Capital Management, Inc
3,913$454.1K0.0%GARPLowPhoenix, AZ2026-10-02
Baron Wealth Management LLC
3,870$449.1K0.1%CoreLowTroy, MI2026-10-27
Nicholas Hoffman & Company, Llc.
3,866$448.7K0.0%ETFVery LowAtlanta, GA2026-10-30
Capital Investment Advisors, LLC
3,808$441.9K0.0%CoreLowAtlanta, GA2026-10-22
Fifth Third Wealth Advisors LLC
3,749$435.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Harbor Capital Advisors, Inc.
3,682$4270.0%ValueHighChicago, IL2026-10-22
Colonial River Investments, LLC
3,579$415.4K0.1%GrowthMediumMidlothian, VA2026-10-19
CX Institutional
3,564$4140.0%CoreMediumAuburn, IN2026-10-02
Lanark Financial, Inc.
3,546$411.5K0.0%CoreMediumBirmingham, AL2026-10-26
Planned Solutions, Inc.
3,502$406.4K0.1%ETFLowFolsom, CA2026-10-19
Burney Co/
3,475$403.3K0.0%GARPMediumReston, VA2026-10-15
Quantum Private Wealth, LLC
3,463$401.9K0.1%GrowthLowTampa, FL2026-10-20
Clark Asset Management, LLC
3,462$401.8K0.0%ETFVery LowStratham, NH2026-10-19
Cidel Asset Management Inc
3,457$401.2K0.0%CoreMediumToronto, Australia2026-10-29
VestGen Advisors, LLC
3,420$396.9K0.0%GrowthMediumChicago, IL2026-10-27
Intrua Financial, LLC
3,400$394.6K0.0%ETFMediumHouston, TX2026-10-28
Rooted Wealth Advisors, Inc.
3,382$464.0K0.1%ETFLowBourbonnais, IL2026-11-03
Certuity, LLC
3,361$390.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Eads & Heald Wealth Management
3,337$387.3K0.2%CoreLowAtlanta, GA2026-10-29
Raleigh Capital Management Inc.
3,327$386.2K0.1%CoreMediumCary, NC2026-10-28
J.W. Cole Advisors, Inc.
3,229$374.7K0.0%IndexLowTampa, FL2026-11-05
Central Trust Co
3,228$374.7K0.0%CoreLowJefferson City, MO2026-11-05
Nautilus Advisors LLC
3,195$370.8K0.2%GrowthLowLa Jolla, CA2026-10-07
Badgley Phelps Wealth Managers, LLC
3,173$369.2K0.0%GrowthVery LowSeattle, WA2026-10-22
Eastern Bank
3,143$364.8K0.0%GrowthMediumBoston, MA2026-10-05
Caitong International Asset Management Co., Ltd
3,128$363.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Smith Salley Wealth Management
3,108$360.7K0.0%GrowthLowGreensboro, NC2026-11-03
Bingham Private Wealth, LLC
3,096$359.3K0.2%CoreMediumSan Francisco, CA2026-11-05
RFG Advisory, LLC
3,093$359.0K0.0%ETFMediumBirmingham, AL2026-11-03
TFB Advisors LLC
3,061$355.3K0.1%ETFLowOverland Park, KS2026-11-02
Aaron Wealth Advisors LLC
3,045$353.4K0.0%GrowthMediumChicago, IL2026-10-13
ABC Arbitrage SA
3,014$349.8K0.0%YieldVery HighParis, India2026-10-23
Midwest Trust Co
3,013$349.7K0.0%CoreLowOverland Park, KS2026-10-22
Plato Investment Management Ltd
2,991$348.5K0.0%CoreLowSydney, China2026-11-05
Generali Asset Management SPA SGR
2,875$333.7K0.0%CoreLowTrieste, Latvia2026-10-26
Citizens Financial Group Inc
2,844$330.8K0.0%GrowthLowProvidence, RI2026-10-23
Sanchez Gaunt Capital Management, LLC
2,812$326.3K0.2%ETFN/AReno, NV2026-11-03
Apella Capital, LLC
2,794$313.9K0.0%ETFVery LowWest Hartford, CT2026-10-08
Candriam S.C.A.
2,753$320.7K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Applied Finance Capital Management, LLC
2,732$317.1K0.0%CoreMediumSan Juan, PR2026-11-03
Cullen T Bankers, Inc.
2,672$310.1K0.0%GrowthLowSan Antonio, TX2026-10-28
71 West Capital Partners
2,666$309.4K0.0%IndexVery LowBoston, MA2026-11-04
Ashton Thomas Private Wealth, LLC
2,634$305.7K0.0%CoreMediumScottsdale, AZ2026-11-03
First Business Financial Services, Inc.
2,626$304.8K0.0%ETFVery LowMadison, WI2026-10-29
Riversedge Advisors, LLC
2,624$304.5K0.0%ETFMediumWilmington, DE2026-10-09
Third View Private Wealth, LLC
2,598$301.5K0.0%GrowthLowWestport, CT2026-10-30
IFP Advisors, Inc
2,579$299.3K0.0%GrowthLowTampa, FL2026-10-16
Horizon Advisory Services, Inc.
2,579$299.3K0.1%ETFMediumWest Henrietta, NY2026-10-29
Crestwood Advisors Group, LLC
2,547$295.6K0.0%GrowthLowBoston, MA2026-10-27
Kestra Private Wealth Services, LLC
2,531$293.8K0.0%GrowthLowAustin, TX2026-10-30
Wealthcare Advisory Partners LLC
2,528$293.4K0.0%ETFLowWest Chester, PA2026-10-21
Renasant Bank
2,515$291.9K0.2%CoreMediumTupelo, MS2026-11-05
SC&H Financial Advisors, Inc.
2,480$287.8K0.0%ETFVery LowHunt Valley, MD2026-10-14
Portside Wealth Group, LLC
2,469$286.6K0.0%CoreMediumProvo, UT2026-10-20
Peterson Wealth Services
2,461$285.7K0.1%GrowthHighSouth Ogden, UT2026-10-26
Ignite Planners, LLC
2,454$290.2K0.0%CoreLowSan Clemente, CA2026-10-14
Profund Advisors LLC
2,408$279.5K0.0%GrowthLowBethesda, MD2026-10-29
Cornerstone Wealth Group, LLC
2,402$278.8K0.0%CoreMediumHuntersville, NC2026-11-02
Burford Brothers, Inc.
2,400$278.5K0.1%CoreLowDallas, TX2026-10-21
First Horizon Corp
2,385$276.8K0.0%CoreLowMemphis, TN2026-10-26
Brighton Jones LLC
2,366$274.6K0.0%CoreVery LowSeattle, WA2026-11-03
Manchester Capital Management LLC
2,362$274.1K0.0%CoreLowManchester, VT2026-10-22
Soltis Investment Advisors LLC
2,320$269.2K0.0%CoreMediumSt. George, UT2026-10-28
Perigon Wealth Management, LLC
2,319$269.1K0.0%GrowthLowSan Francisco, CA2026-10-22
Diversified Enterprises, LLC
2,298$266.7K0.0%ETFVery LowWilmington, DE2026-10-19
Columbia Bank
2,290$265.8K0.1%GrowthLowLake Oswego, OR2026-10-29
Fiduciary Alliance LLC
2,286$265.3K0.0%CoreMediumGreenville, SC2026-10-13
Bokf, NA
2,281$264.7K0.0%CoreLowTulsa, OK2026-10-27
Greenleaf Trust
2,195$254.8K0.0%CoreLowKalamazoo, MI2026-10-29
Trust Asset Management LLC
2,183$253.4K0.0%ETFVery LowHouston, TX2026-11-03
Avestar Capital, LLC
2,145$249.5K0.0%GrowthLowNew York, NY2026-10-28
Abel Hall, LLC
2,140$248.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Meridian Wealth Management, LLC
2,137$248.0K0.0%GrowthLowLexington, KY2026-11-05
Atwood & Palmer Inc
2,128$247.0K0.0%CoreVery LowKansas City, MO2026-10-08
Alps Advisors Inc
2,126$246.7K0.0%YieldLowDenver, CO2026-11-03
Dynamic Advisor Solutions LLC
2,121$246.2K0.0%ETFLowPhoenix, AZ2026-10-13
AMG National Trust Bank
2,121$246.2K0.0%ETFLowGreenwood Village, CO2026-11-05
Everett Harris & Co
2,000$232.1K0.0%CoreVery LowLos Angeles, CA2026-10-28
GC Wealth Management RIA, LLC
1,992$231.3K0.0%GrowthMediumCambridge, MA2026-11-02
Opal Wealth Advisors, LLC
1,991$231.1K0.0%ETFLowJericho, NY2026-10-16
Mather Group, Llc.
1,983$230.2K0.0%ETFMediumChicago, IL2026-10-14
Franchise GP Ltd
1,960$227.5K0.1%GARPHighGrand Cayman, Germany2026-10-16
Nilsine Partners, LLC
1,910$221.7K0.0%CoreMediumGreenwood Village, CO2026-11-02
Harbor Asset Planning, Inc.
1,886$218.9K0.2%ETFVery LowBelmont, MA2026-10-23
Resonant Capital Advisors, LLC
1,857$215.9K0.0%ETFLowMadison, WI2026-10-15
Symmetry Partners, LLC
1,848$214.4K0.0%ETFLowGlastonbury, CT2026-10-27
Cigna Investments Inc
1,840$2130.0%CoreVery LowBloomfield, CT2026-10-19
Oslo Pensjonsforsikring AS
1,810$210.1K0.0%ValueLowOslo, Norway2026-10-15
Trail Ridge Investment Advisors, LLC
1,793$208.1K0.1%CoreLowFort Collins, CO2026-10-16
Moody Aldrich Partners LLC
1,759$204.2K0.0%ValueHighMarblehead, MA2026-10-27
Roman Butler Fullerton & Co
1,702$210.7K0.0%GrowthMediumSt Louis, MO2026-10-27
Key FInancial Inc
1,608$186.6K0.0%ETFLowWest Chester, PA2026-11-02
Wilkerson Advisory Group LLC
1,585$184.0K0.1%ETFMediumColumbia, MO2026-10-20
Waystone Advisors LLC
1,572$215.7K0.2%ETFLowRedmond, WA2026-10-16
Provenance Wealth Advisors, LLC
1,559$180.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
TD Private Client Wealth LLC
1,496$173.6K0.0%ETFLowNew York, NY2026-10-28
Pinnacle Wealth Planning Services, Inc.
1,431$166.1K0.0%GARPLowMansfield, OH2026-10-27
Paradigm Asset Management Co LLC
1,300$150.9K0.0%GARPMediumNew York, NY2026-11-05
EverSource Wealth Advisors, LLC
1,162$134.9K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
1,147$133.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harel Insurance Investments & Financial Services Ltd.
1,100$1280.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Essential Partners LLC
1,037$120.4K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Wilmington Savings Fund Society, FSB
1,003$116.4K0.0%CoreLowWilmington, DE2026-10-23
Elyxium Wealth, LLC
919$106.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
First Command Advisory Services, Inc.
913$106.2K0.0%IndexLowFort Worth, TX2026-11-05
Leonteq Securities AG
906$105.2K0.0%CoreHighZurich, Switzerland2026-10-29
Hazlett, Burt & Watson, Inc.
901$1070.0%CoreVery LowWheeling, WV2026-11-04
Deseret Mutual Benefit Administrators
867$100.6K0.0%CoreMediumSalt Lake City, UT2026-11-04
Private Trust Co NA
834$96.8K0.0%CoreLowCleveland, OH2026-10-20
Adirondack Trust Co
815$94.6K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Reap Financial Group, LLC
794$92.1K0.0%ETFLowAustin, TX2026-11-02
General Partner, Inc.
718$83.3K0.0%CoreLowPittsburgh, PA2026-10-05
Bay Harbor Wealth Management, LLC
716$83.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Raiffeisen Bank International AG
711$84.3K0.0%GrowthMediumVienna, Chile2026-10-28
Polaris Financial Partners
694$810.0%GrowthN/AWesterville, OH2026-10-02
Cassaday & Co Wealth Management LLC
656$76.1K0.0%ETFVery LowMclean, VA2026-10-27
Miller Global Investments, LLC
648$75.2K0.1%ValueMediumDallas, TX2026-10-02
Peoples Financial Services Corp.
638$74.0K0.0%CoreVery LowMoosic, PA2026-10-20
Cromwell Holdings LLC
618$71.9K0.0%IndexLowJackson, WY2026-10-28
Root Financial Partners, LLC
602$69.9K0.0%ETFMediumEncinitas, CA2026-10-21
StrongBox Wealth, LLC
570$66.2K0.0%GrowthLowLee'S Summit, MO2026-11-02
Rossby Financial, LCC
560$65.0K0.0%ETFMediumMelbourne, FL2026-11-05
Buck Wealth Strategies, LLC
549$63.7K0.0%ValueMediumDenver, CO2026-10-28
Grove Bank & Trust
526$61.0K0.0%ETFLowMiami, FL2026-10-08
Plante Moran Financial Advisors, LLC
500$58.0K0.0%ETFVery LowSouthfield, MI2026-11-04
Signature Equity Partners, LLC
489$56.8K0.0%GrowthMediumColumbus, OH2026-10-29
Capital Advisors, Ltd. LLC
468$540.0%ETFLowShaker Heights, OH2026-10-27
Oakworth Capital, Inc.
465$54.0K0.0%ETFLowBirmingham, AL2026-10-26
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
444$51.5K0.0%GrowthMediumWarsaw, Russia2026-10-21
Compass Financial Management LLC
427$49.6K0.0%CoreN/ATampa, FL2026-10-30
Heritage Family Offices, LLP
410$47.6K0.0%GrowthHighScottsdale, AZ2026-11-02
MassMutual Private Wealth & Trust, FSB
407$47.2K0.0%CoreLowSpringfield, MA2026-10-05
Three Bridge Wealth Advisors, LLC
392$45.6K0.0%ETFLowLos Altos, CA2026-11-05
Covestor Ltd
384$450.0%ValueHighLondon, United Kingdom2026-10-30
Beacon Financial Strategies Corp
340$39.5K0.0%ETFVery LowRaleigh, NC2026-10-14
DT Investment Partners, LLC
334$38.8K0.0%ETFVery LowChadds Ford, PA2026-10-27
Sarver Vrooman Wealth Advisors
327$38.0K0.0%ETFMediumKansas City, MO2026-10-01
High Point Wealth Management, LLC
322$37.4K0.0%ETFLowChester, NJ2026-11-05
Mcdonald Partners LLC
310$36.0K0.0%CoreLowCleveland, OH2026-11-03
Jacobi Capital Management LLC
293$34.0K0.0%CoreLowPittston, PA2026-11-05
JFS Wealth Advisors, LLC
272$31.6K0.0%ETFVery LowHermitage, PA2026-11-03
Private Wealth Management Group, LLC
271$31.5K0.0%ETFLowPrinceton, NJ2026-10-19
Rachor Investment Advisory Services, LLC
265$30.8K0.0%ETFVery LowLinden, MI2026-10-29
Fortitude Family Office, LLC
255$29.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Nfsg Corp
250$29.0K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Financial Perspectives, Inc
250$29.0K0.0%GrowthVery LowMinneapolis, MN2026-11-03
United Financial Planning Group LLC
249$28.9K0.0%ETFHighHauppauge, NY2026-11-04
Security National Bank
243$28.2K0.0%GrowthLowOmaha, NE2026-10-26
Owl Creek Wealth Partners LLC
236$27.4K0.0%IndexLowGreenwood Village, CO2026-10-20
True Wealth Design, LLC
232$26.9K0.0%ETFMediumAkron, OH2026-10-13
Silver Grove Financial Group, Inc.
226$26.2K0.0%CoreMediumOrchard Park, NY2026-11-05
Lynch Investment Planning, LLC
223$25.9K0.0%ETFLowNewtown Square, PA2026-10-27
Arlington Trust Co LLC
219$25.4K0.0%ETFMediumBirmingham, AL2026-10-20
Country Trust Bank
218$25.3K0.0%GrowthLowBloomington, IL2026-10-30
Cedar Mountain Advisors, LLC
210$24.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Washington Trust Advisors, Inc.
200$23.2K0.0%GrowthLowWellesley, MA2026-10-22
Costello Asset Management, Inc
200$23.2K0.0%CoreLowFeasterville, PA2026-10-30
Entrust Financial LLC
199$23.1K0.0%ETFLowWayne, PA2026-11-04
University of Texas S AM Investment Management Co
193$22.5K0.0%CoreHighAustin, TX2026-11-03
Bell Investment Advisors, Inc
182$21.1K0.0%ETFVery LowOrinda, CA2026-10-29
Lloyd Advisory Services, Llc.
173$20.1K0.0%ETFVery HighSuwanee, GA2026-11-02
WPG Advisers, LLC
168$19.5K0.0%CoreLowBaltimore, MD2026-10-27
Hager Investment Management Services, LLC
167$19.4K0.0%GrowthMediumNew London, NH2026-11-04
Trust Co of Vermont
166$19.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Valued Wealth Advisors LLC
165$19.2K0.0%IndexVery LowHolladay, UT2026-11-05
Financial Management Professionals, Inc.
163$18.9K0.0%ETFMediumAustin, TX2026-10-23
Moisand Fitzgerald Tamayo, LLC
162$18.8K0.0%ETFVery LowOrlando, FL2026-10-15
Tsfg, LLC
159$180.0%ETFLowLake Forest, IL2026-10-23
Concord Wealth Partners
152$17.6K0.0%GrowthLowAbingdon, VA2026-11-02
Torren Management, LLC
152$17.6K0.0%ETFMediumSan Diego, CA2026-10-29
Byrne Asset Management LLC
150$17.5K0.0%CoreLowKingston, NJ2026-10-06
Physician Wealth Advisors, Inc.
141$16.4K0.0%ETFMediumMidvale, UT2026-10-20
Golden State Wealth Management, LLC
138$16.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Tounjian Advisory Partners, LLC
133$15.5K0.0%GrowthHighFort Myers, FL2026-11-04
Farmers & Merchants Investments Inc
127$14.7K0.0%CoreVery LowLincoln, NE2026-10-22
Strengthening Families & Communities, LLC
126$14.6K0.0%CoreMediumBoston, MA2026-10-21
Highline Wealth Partners LLC
118$13.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Avion Wealth
117$130.0%ETFLowThe Woodlands, TX2026-11-04
Creative Financial Designs Inc
117$13.6K0.0%ETFMediumKokomo, IN2026-11-04
Laurel Wealth Advisors LLC
111$12.9K0.0%CoreVery LowCharlotte, NC2026-10-27
Proathlete Wealth Management LLC
108$12.5K0.0%ETFVery LowBoca Raton, FL2026-10-15
Brown, Lisle Ings, Inc.
106$12.3K0.0%CoreVery LowProvidence, RI2026-10-16
SJS Investment Consulting Inc.
104$12.1K0.0%ETFVery LowSylvania, OH2026-10-26
Cdkv Holdings LLC
100$11.6K0.0%ETFMediumDenver, CO2026-10-28
Quest 10 Wealth Builders, Inc.
91$10.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Aspect Partners, LLC
87$10.1K0.0%ETFMediumFairfax, VA2026-10-20
UMB Private Wealth Management, LLC
87$10.1K0.0%GrowthN/AKansas City, MO2026-10-19
West Paces Advisors Inc.
83$9.6K0.0%ETFLowAtlanta, GA2026-10-13
Cherry Tree Wealth Management, LLC
80$9.3K0.0%ETFVery LowMinnetonka, MN2026-10-15
MV Capital Management, Inc.
74$8.6K0.0%ETFLowBethesda, MD2026-10-29
Ares Financial Consulting, LLC
72$8.4K0.0%CoreLowCalabasas, CA2026-10-19
Triumph Capital Management
72$8.4K0.0%ETFMediumDenver, CO2026-10-14
Westside Investment Management, Inc.
67$7.8K0.0%GrowthLowSanta Monica, CA2026-11-02
High Note Wealth, LLC
64$7.4K0.0%ETFVery LowDeephaven, MN2026-10-27
Creative Capital Management Investments LLC
62$7.2K0.0%ETFLowSan Diego, CA2026-10-28
Financial Consulate, Inc
60$7.0K0.0%ETFLowHunt Valley, MD2026-10-23
Cape Investment Advisory, Inc.
59$6.8K0.0%ETFLowMcdonough, GA2026-10-13
Pinnacle Bancorp, Inc.
55$6.4K0.0%CoreVery LowBeatrice, NE2026-10-21
DiNuzzo Private Wealth, Inc.
49$5.7K0.0%ETFLowBeaver, PA2026-10-16
Richardson Financial Services Inc.
45$5.2K0.0%GrowthMediumMedway, MA2026-10-30
IMG Wealth Management, Inc.
43$5.0K0.0%ETFMediumJacksonville, FL2026-10-27
Elevation Wealth Partners, LLC
42$4.9K0.0%ETFLowWalnut Creek, CA2026-10-07
Burk Holdings LLC
42$4.9K0.0%ETFVery LowTulsa, OK2026-11-05
Kozak & Associates, Inc.
41$4.9K0.0%ETFLowHighlands Ranch, CO2026-10-29
Nemes Rush Group LLC
40$4.6K0.0%CoreVery LowNovi, MI2026-11-04
Gleason Group, Inc.
40$4.7K0.0%ETFVery LowProspect, KY2026-10-15
Spire Wealth Management
33$3.8K0.0%GrowthMediumMclean, VA2026-10-30
SBI Securities Co., Ltd.
33$3.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Marquette Asset Management, LLC
32$3.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Hughes Financial Services, LLC
31$3.9K0.0%ETFLowHerndon, VA2026-10-30
Clark Wealth Partners
29$3.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Gilpin Wealth Management, LLC
25$2.9K0.0%GrowthLowDenver, CO2026-10-09
Birch Financial Group, LLC
25$2.9K0.0%CoreLowKeene, NH2026-10-27
Atlantic Edge Private Wealth Management, LLC
25$2.9K0.0%CoreLowJacksonville, FL2026-10-20
NBH Bank
25$2.9K0.0%CoreN/AGreenwood Village, CO2026-11-05
Nvwm, LLC
25$2.9K0.0%GrowthMediumYardley, PA2026-10-14
GK Wealth Management LLC
23$2.6K0.0%GARPVery HighReno, NV2026-10-09
Smallwood Wealth Investment Management, LLC
23$2.7K0.0%ETFVery LowRed Bank, NJ2026-10-30
Maseco LLP
22$2.6K0.0%ETFVery LowLondon, United Kingdom2026-10-27
GHP Investment Advisors, Inc.
22$2.6K0.0%CoreVery LowDenver, CO2026-10-15
Asset Dedication, LLC
21$2.4K0.0%ETFLowSan Francisco, CA2026-11-03
James T. Borello RIA
20$2.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
J.Safra Asset Management Corp
20$2.3K0.0%ETFLowNew York, NY2026-11-03
Meriwether Wealth & Planning, LLC
19$2.2K0.0%ETFMediumMinden, LA2026-10-13
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
17$2.0K0.0%CoreHighTurin, Latvia2026-10-22
Rakuten Securities, Inc.
17$2.0K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Mosley Wealth Management
16$1.8K0.0%ETFHighAnaheim, CA2026-10-16
Ascentis Wealth Management, LLC
15$1.7K0.0%Agg GrowthLowDallas, TX2026-11-03
TFC Financial Management, Inc.
15$1.7K0.0%ETFVery LowBoston, MA2026-10-26
American Capital Advisory, LLC
15$1.7K0.0%ETFLowKetchum, ID2026-10-28
Latitude Advisors, LLC
12$1.4K0.0%ETFLowYorkville, IL2026-10-27
Bfsg, LLC
12$1.4K0.0%CoreLowIrvine, CA2026-10-30
Planning Strategies Inc.
12$1.4K0.0%ETFN/ALancaster, PA2026-10-02
Noble Wealth Management PBC
10$1.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Toth Financial Advisory Corp
10$1.2K0.0%CoreLowLeesburg, VA2026-10-08
Davis Capital Management
9$1.0K0.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
9$1.0K0.0%ETFVery LowMesa, AZ2026-10-27
Downshift Financial, LLC
8$9280.0%ETFLowBoulder, CO2026-10-13
Kingdom Financial Group Llc.
6$7060.0%ETFMediumPeoria, AZ2026-11-04
Phillip James Consulting Co.
6$6960.0%ETFVery HighPlymouth, MN2026-11-03
Jnba Financial Advisors
6$6970.0%ETFMediumBloomington, MN2026-11-03
Abound Wealth Management
6$6970.0%ETFVery LowFranklin, TN2026-10-26
Retirement Wealth Solutions LLC
5$5810.0%ETFLowMarshfield, WI2026-10-07
Pension & Wealth Management Advisors, Inc.
5$5800.0%ETFLowWaltham, MA2026-10-16
North Star Investment Management Corp.
5$5800.0%CoreLowChicago, IL2026-10-27
Wealth Enhancement Trust Services, Inc.
4$4640.0%GrowthMediumSioux Falls, SD2026-10-07
Godsey & Gibb, Inc
4$4650.0%CoreLowRichmond, VA2026-10-14
Networth Advisors, LLC
4$4650.0%ETFMediumCanonsburg, PA2026-11-03
Morton Brown Family Wealth, LLC
4$4640.0%ETFVery LowAllentown, PA2026-10-23
Acumen Wealth Advisors, LLC
4$4650.0%GrowthHighChattanooga, TN2026-11-05
3 Factor Indexing, LLC
3$3490.0%ETFLowSacramento, CA2026-10-15
Quaker Wealth Management, LLC
2$2330.0%ETFMediumMoorestown, NJ2026-10-22
Maryland Capital Advisors Inc.
2$2330.0%ETFVery LowChester, MD2026-10-15
Center for Financial Planning, Inc.
2$2320.0%ETFLowSouthfied, MI2026-10-26
WestEnd Advisors, LLC
2$2320.0%ETFMediumCharlotte, NC2026-10-27
Redwood Park Advisors LLC
2$2330.0%ETFVery LowRedwood City, CA2026-11-02
Signature Resources Capital Management, LLC
1$1160.0%ETFLowNewport Beach, CA2026-10-16
RHL Group, LLC
1$1160.0%ETFVery HighHolly, MI2026-11-04
Centerpoint Advisors, LLC
1$00.0%ETFVery LowNeedham, MA2026-11-05