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Q2 Holdings Inc (QTWO)

CUSIP: 74736L109 | NYSE | Technology · Software - Application | Mid Cap | 1020 institutional holders

Quarters

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

Conestoga Capital Advisors, LLC1,079,589
1.8% of portfolio›$59.9M
Dimensional Fund Advisors LP1,052,455
0.0% of portfolio›$58.3M
Fort Washington Investment Advisors Inc446,380
0.1% of portfolio›$24.7M
Bank of New York Mellon Corp412,514
0.0% of portfolio›$22.9M
TimesSquare Capital Management, LLC327,700
0.3% of portfolio›$18.2M
Principal Financial Group Inc302,207
0.0% of portfolio›$16.8M
Tributary Capital Management, LLC232,822
1.2% of portfolio›$12.9M
Fifth Third Bancorp227,778
0.0% of portfolio›$12.6M
Brown Capital Management LLC195,509
2.1% of portfolio›$10.8M
King Luther Capital Management Corp151,678
0.0% of portfolio›$8.4M
Nicholas Company, Inc.136,211
0.1% of portfolio›$7.6M
Lisanti Capital Growth, LLC89,815
1.3% of portfolio›$5.0M
Creative Planning76,527
0.0% of portfolio›$4.2M
Y-Intercept (Hong Kong) Ltd74,921
0.1% of portfolio›$4.2M
Summit Creek Advisors LLC70,998
1.6% of portfolio›$3.9M
Robeco Institutional Asset Management B.V.65,000
0.0% of portfolio›$3.6M
Mutual of America Capital Management LLC62,023
0.0% of portfolio›$3.4M
Strs Ohio54,500
0.0% of portfolio›$3.0M
Motley Fool Asset Management LLC46,660
0.1% of portfolio›$2.6M
Thrivent Financial for Lutherans41,035
0.0% of portfolio›$2.3K
Wedge Capital Management L L P40,846
0.0% of portfolio›$2.3M
Illinois Municipal Retirement Fund34,791
0.0% of portfolio›$1.9M
Cantor Fitzgerald Investment Advisors L.P.32,400
0.1% of portfolio›$1.8M
US Bancorp \de\28,775
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System26,600
0.0% of portfolio›$1.5M
Apollon Wealth Management, LLC23,279
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D21,292
0.0% of portfolio›$1.2M
Assenagon Asset Management S.A.19,559
0.0% of portfolio›$1.1M
Citigroup Inc17,517
0.0% of portfolio›$971.1K
Arizona State Retirement System16,747
0.0% of portfolio›$928.5K
Azzad Asset Management Inc16,615
0.1% of portfolio›$921.1K
Amalgamated Bank16,197
0.0% of portfolio›$898
Yousif Capital Management, LLC16,172
0.0% of portfolio›$896.6K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,692
0.0% of portfolio›$814.5K
Inspire Investing, LLC14,163
0.0% of portfolio›$785.2K
Evergreen Capital Management LLC14,155
0.0% of portfolio›$784.8K
Oregon Public Employees Retirement Fund14,036
0.0% of portfolio›$778.2K
Maryland State Retirement & Pension System13,979
0.0% of portfolio›$775.0K
Exchange Traded Concepts, LLC13,821
0.0% of portfolio›$766.2K
New York State Teachers Retirement System13,500
0.0% of portfolio›$748
State of Alaska, Department of Revenue13,215
0.0% of portfolio›$731
Harbour Capital Advisors, LLC12,850
0.1% of portfolio›$712.4K
Smith Group Asset Management, LLC12,335
0.0% of portfolio›$683.9K
Wealth Enhancement Advisory Services, LLC10,590
0.0% of portfolio›$621.5K
Pictet Asset Management Holding SA10,535
0.0% of portfolio›$584.1K
Fulcrum Asset Management LLP9,769
0.0% of portfolio›$538.5K
ProShare Advisors LLC9,032
0.0% of portfolio›$500.7K
Keybank National Association8,598
0.0% of portfolio›$476.7K
Truist Financial Corp7,291
0.0% of portfolio›$404.2K
Swiss Life Asset Management Ltd7,284
0.0% of portfolio›$403.8K
Crossmark Global Holdings, Inc.6,826
0.0% of portfolio›$378.4K
Elevation Point Wealth Partners, LLC6,665
0.0% of portfolio›$369.5K
Xponance LLC6,151
0.0% of portfolio›$341.0K
HUB Investment Partners, LLC5,868
0.0% of portfolio›$325.3K
Mitsubishi UFJ Asset Management Co., Ltd.5,707
0.0% of portfolio›$316.4K
Virginia Retirement Systems ET Al5,500
0.0% of portfolio›$304.9K
Vontobel Holding Ltd.5,369
0.0% of portfolio›$297.7K
Ashton Thomas Private Wealth, LLC5,260
0.0% of portfolio›$291.6K
Vise Technologies, Inc.4,727
0.0% of portfolio›$262.1K
Hohimer Wealth Management, LLC4,693
0.0% of portfolio›$260.2K
Fifth Third Wealth Advisors LLC4,574
0.0% of portfolio›$253.6K
Abel Hall, LLC4,552
0.0% of portfolio›$252.4K
D.A. Davidson & Co.4,500
0.0% of portfolio›$249.5K
Ritholtz Wealth Management4,443
0.0% of portfolio›$246.3K
Ethic Inc.4,274
0.0% of portfolio›$237.0K
DekaBank Deutsche Girozentrale4,196
0.0% of portfolio›$234
Trust Point Inc.3,827
0.0% of portfolio›$212.2K
Atria Investments, Inc3,810
0.0% of portfolio›$211.2K
Balboa Wealth Partners3,765
0.0% of portfolio›$208.7K
EverSource Wealth Advisors, LLC3,467
0.0% of portfolio›$192.2K
1620 Investment Advisors, Inc.3,377
0.1% of portfolio›$187.2K
Central Pacific Bank - Trust Division3,018
0.0% of portfolio›$167.3K
Nisa Investment Advisors, LLC2,859
0.0% of portfolio›$158.5K
Hilltop National Bank2,740
0.0% of portfolio›$151.9K
State of Wyoming2,526
0.0% of portfolio›$140.0K
Pinnacle Wealth Planning Services, Inc.2,273
0.0% of portfolio›$126.0K
Farther Finance Advisors, LLC2,208
0.0% of portfolio›$122.4K
Sterling Capital Management LLC2,098
0.0% of portfolio›$116.3K
KBC Group NV1,696
0.0% of portfolio›$94
Versant Capital Management, Inc1,643
0.0% of portfolio›$91.1K
Harbor Investment Advisory, LLC1,263
0.0% of portfolio›$70.0K
Gamma Investing LLC1,194
0.0% of portfolio›$66.2K
Covestor Ltd1,157
0.0% of portfolio›$64
Reap Financial Group, LLC1,120
0.0% of portfolio›$62.1K
Assetmark, Inc1,076
0.0% of portfolio›$59.7K
Asset Management One Co., Ltd.752
0.0% of portfolio›$41.7K
Fortitude Family Office, LLC700
0.0% of portfolio›$38.8K
Essex Investment Management Co LLC655
0.0% of portfolio›$36.3K
Signaturefd, LLC546
0.0% of portfolio›$30.3K
Private Trust Co NA511
0.0% of portfolio›$28.3K
Parallel Advisors, LLC472
0.0% of portfolio›$26.2K
Salomon & Ludwin, LLC441
0.0% of portfolio›$24.4K
Bare Financial Services, Inc360
0.0% of portfolio›$20.0K
MassMutual Private Wealth & Trust, FSB342
0.0% of portfolio›$19.0K
Ameliora Wealth Management Ltd.320
0.0% of portfolio›$17.7K
Heritage Family Offices, LLP308
0.0% of portfolio›$17.1K
Financial Perspectives, Inc300
0.0% of portfolio›$16.6K
Cullen T Bankers, Inc.278
0.0% of portfolio›$15.4K
Larson Financial Group LLC277
0.0% of portfolio›$15.4K
True Wealth Design, LLC207
0.0% of portfolio›$11.5K
Provenance Wealth Advisors, LLC188
0.0% of portfolio›$10.4K
Bell Investment Advisors, Inc152
0.0% of portfolio›$8.4K
SBI Securities Co., Ltd.149
0.0% of portfolio›$8.3K
Private Wealth Management Group, LLC136
0.0% of portfolio›$7.5K
Essential Partners LLC133
0.0% of portfolio›$7.4K
Root Financial Partners, LLC106
0.0% of portfolio›$5.9K
GK Wealth Management LLC104
0.0% of portfolio›$5.8K
Parkside Financial Bank & Trust90
0.0% of portfolio›$5.0K
SJS Investment Consulting Inc.82
0.0% of portfolio›$4.5K
Main Street Group, LTD81
0.0% of portfolio›$4.5K
Torren Management, LLC79
0.0% of portfolio›$4.4K
Blue Trust, Inc.67
0.0% of portfolio›$3.7K
Triumph Capital Management60
0.0% of portfolio›$3.3K
Mather Group, Llc.57
0.0% of portfolio›$3.2K
Farmers & Merchants Investments Inc55
0.0% of portfolio›$3.0K
MJT & Associates Financial Advisory Group, Inc.48
0.0% of portfolio›$2.7K
Manchester Capital Management LLC46
0.0% of portfolio›$2.6K
Physician Wealth Advisors, Inc.44
0.0% of portfolio›$2.4K
Caitong International Asset Management Co., Ltd43
0.0% of portfolio›$2.4K
IFP Advisors, Inc40
0.0% of portfolio›$2.2K
Marquette Asset Management, LLC38
0.0% of portfolio›$2.1K
First Command Advisory Services, Inc.30
0.0% of portfolio›$1.7K
Cassaday & Co Wealth Management LLC28
0.0% of portfolio›$1.6K
WPG Advisers, LLC25
0.0% of portfolio›$1.4K
Burk Holdings LLC23
0.0% of portfolio›$1.3K
Montag A & Associates Inc22
0.0% of portfolio›$1.2K
Avion Wealth21
0.0% of portfolio›$1
TD Private Client Wealth LLC16
0.0% of portfolio›$887
Clark Wealth Partners14
0.0% of portfolio›$777
Noble Wealth Management PBC12
0.0% of portfolio›$665
Valley National Advisers Inc11
0.0% of portfolio›$610
JFS Wealth Advisors, LLC10
0.0% of portfolio›$555
Gilpin Wealth Management, LLC9
0.0% of portfolio›$499
Rossby Financial, LCC8
0.0% of portfolio›$444
Proathlete Wealth Management LLC7
0.0% of portfolio›$388
Signature Equity Partners, LLC7
0.0% of portfolio›$388
UMB Private Wealth Management, LLC7
0.0% of portfolio›$388
Financial Consulate, Inc4
0.0% of portfolio›$222
Davis Capital Management3
0.0% of portfolio›$166
Abound Wealth Management2
0.0% of portfolio›$111
Hughes Financial Services, LLC2
0.0% of portfolio›$131
StyleTurnoverLocationFiled
Conestoga Capital Advisors, LLC
1,079,589$59.9M1.8%CoreLowWayne, PA2026-11-02
Dimensional Fund Advisors LP
1,052,455$58.3M0.0%IndexLowAustin, TX2026-11-04
Fort Washington Investment Advisors Inc
446,380$24.7M0.1%CoreLowCincinnati, OH2026-10-15
Bank of New York Mellon Corp
412,514$22.9M0.0%CoreLowNew York, NY2026-11-05
TimesSquare Capital Management, LLC
327,700$18.2M0.3%GrowthMediumNew York, NY2026-11-03
Principal Financial Group Inc
302,207$16.8M0.0%CoreLowDes Moines, IA2026-11-02
Tributary Capital Management, LLC
232,822$12.9M1.2%ValueMediumOmaha, NE2026-10-28
Fifth Third Bancorp
227,778$12.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Brown Capital Management LLC
195,509$10.8M2.1%Agg GrowthLowBaltimore, MD2026-10-27
King Luther Capital Management Corp
151,678$8.4M0.0%CoreLowFort Worth, TX2026-11-05
Nicholas Company, Inc.
136,211$7.6M0.1%CoreLowMilwaukee, WI2026-11-05
Lisanti Capital Growth, LLC
89,815$5.0M1.3%GrowthVery HighNew York, NY2026-11-05
Creative Planning
76,527$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Y-Intercept (Hong Kong) Ltd
74,921$4.2M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Summit Creek Advisors LLC
70,998$3.9M1.6%GARPLowMinneapolis, MN2026-11-03
Robeco Institutional Asset Management B.V.
65,000$3.6M0.0%CoreMediumRotterdam, Philippines2026-10-20
Mutual of America Capital Management LLC
62,023$3.4M0.0%IndexLowNew York, NY2026-10-23
Strs Ohio
54,500$3.0M0.0%CoreMediumColumbus, OH2026-10-30
Motley Fool Asset Management LLC
46,660$2.6M0.1%GrowthMediumAlexandria, VA2026-10-27
Thrivent Financial for Lutherans
41,035$2.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Wedge Capital Management L L P
40,846$2.3M0.0%ValueMediumCharlotte, NC2026-10-13
Illinois Municipal Retirement Fund
34,791$1.9M0.0%CoreMediumOak Brook, IL2026-11-05
Cantor Fitzgerald Investment Advisors L.P.
32,400$1.8M0.1%YieldLowNew York, NY2026-10-21
US Bancorp \de\
28,775$1.6M0.0%IndexLowMinneapolis, MN2026-11-05
Louisiana State Employees Retirement System
26,600$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Apollon Wealth Management, LLC
23,279$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
State of New Jersey Common Pension Fund D
21,292$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Assenagon Asset Management S.A.
19,559$1.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Citigroup Inc
17,517$971.1K0.0%CoreMediumNew York, NY2026-11-04
Arizona State Retirement System
16,747$928.5K0.0%IndexVery LowPhoenix, AZ2026-11-03
Azzad Asset Management Inc
16,615$921.1K0.1%GrowthMediumFalls Church, VA2026-11-04
Amalgamated Bank
16,197$8980.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
16,172$896.6K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,692$814.5K0.0%CoreLowHarrisburg, PA2026-11-03
Inspire Investing, LLC
14,163$785.2K0.0%GARPHighMeridian, ID2026-10-22
Evergreen Capital Management LLC
14,155$784.8K0.0%GARPMediumBellevue, WA2026-10-23
Oregon Public Employees Retirement Fund
14,036$778.2K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
13,979$775.0K0.0%IndexVery LowBaltimore, MD2026-11-05
Exchange Traded Concepts, LLC
13,821$766.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
New York State Teachers Retirement System
13,500$7480.0%CoreVery LowAlbany, NY2026-10-22
State of Alaska, Department of Revenue
13,215$7310.0%CoreVery LowJuneau, AK2026-10-15
Harbour Capital Advisors, LLC
12,850$712.4K0.1%GrowthLowTysons Corner, VA2026-10-13
Smith Group Asset Management, LLC
12,335$683.9K0.0%GrowthLowDallas, TX2026-10-27
Wealth Enhancement Advisory Services, LLC
10,590$621.5K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
10,535$584.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fulcrum Asset Management LLP
9,769$538.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
ProShare Advisors LLC
9,032$500.7K0.0%GrowthLowBethesda, MD2026-10-29
Keybank National Association
8,598$476.7K0.0%CoreLowBrooklyn, OH2026-11-04
Truist Financial Corp
7,291$404.2K0.0%CoreLowCharlotte, NC2026-10-30
Swiss Life Asset Management Ltd
7,284$403.8K0.0%CoreLowZurich, Switzerland2026-11-03
Crossmark Global Holdings, Inc.
6,826$378.4K0.0%GARPMediumHouston, TX2026-10-21
Elevation Point Wealth Partners, LLC
6,665$369.5K0.0%CoreHighDenver, CO2026-11-05
Xponance LLC
6,151$341.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
HUB Investment Partners, LLC
5,868$325.3K0.0%GrowthLowAustin, TX2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
5,707$316.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Virginia Retirement Systems ET Al
5,500$304.9K0.0%CoreMediumRichmond, VA2026-10-28
Vontobel Holding Ltd.
5,369$297.7K0.0%CoreMediumZurich, Switzerland2026-10-16
Ashton Thomas Private Wealth, LLC
5,260$291.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Vise Technologies, Inc.
4,727$262.1K0.0%IndexLowNew York, NY2026-10-29
Hohimer Wealth Management, LLC
4,693$260.2K0.0%CoreHighSeattle, WA2026-11-04
Fifth Third Wealth Advisors LLC
4,574$253.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Abel Hall, LLC
4,552$252.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
D.A. Davidson & Co.
4,500$249.5K0.0%CoreLowGreat Falls, MT2026-10-28
Ritholtz Wealth Management
4,443$246.3K0.0%IndexLowNew York, NY2026-11-05
Ethic Inc.
4,274$237.0K0.0%CoreLowNew York, NY2026-11-03
DekaBank Deutsche Girozentrale
4,196$2340.0%CoreLowFrankfurt, Hong Kong2026-10-27
Trust Point Inc.
3,827$212.2K0.0%CoreMediumLa Crosse, WI2026-10-27
Atria Investments, Inc
3,810$211.2K0.0%CoreMediumCharlotte, NC2026-10-15
Balboa Wealth Partners
3,765$208.7K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
EverSource Wealth Advisors, LLC
3,467$192.2K0.0%CoreMediumBirmingham, AL2026-11-04
1620 Investment Advisors, Inc.
3,377$187.2K0.1%ValueLowPlymouth, MA2026-11-04
Central Pacific Bank - Trust Division
3,018$167.3K0.0%CoreMediumHonolulu, HI2026-10-06
Nisa Investment Advisors, LLC
2,859$158.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Hilltop National Bank
2,740$151.9K0.0%CoreLowCasper, WY2026-10-14
State of Wyoming
2,526$140.0K0.0%ValueHighCheyenne, WY2026-10-28
Pinnacle Wealth Planning Services, Inc.
2,273$126.0K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,208$122.4K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
2,098$116.3K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
1,696$940.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
1,643$91.1K0.0%GARPLowPhoenix, AZ2026-10-02
Harbor Investment Advisory, LLC
1,263$70.0K0.0%GrowthLowLutherville, MD2026-10-13
Gamma Investing LLC
1,194$66.2K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
1,157$640.0%ValueHighLondon, United Kingdom2026-10-30
Reap Financial Group, LLC
1,120$62.1K0.0%ETFLowAustin, TX2026-11-02
Assetmark, Inc
1,076$59.7K0.0%ETFLowConcord, CA2026-10-21
Asset Management One Co., Ltd.
752$41.7K0.0%IndexVery LowTokyo, Mexico2026-10-27
Fortitude Family Office, LLC
700$38.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Essex Investment Management Co LLC
655$36.3K0.0%GrowthMediumBoston, MA2026-10-19
Signaturefd, LLC
546$30.3K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
511$28.3K0.0%CoreLowCleveland, OH2026-10-20
Parallel Advisors, LLC
472$26.2K0.0%IndexLowSan Francisco, CA2026-11-03
Salomon & Ludwin, LLC
441$24.4K0.0%ETFVery LowRichmond, VA2026-10-29
Bare Financial Services, Inc
360$20.0K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
342$19.0K0.0%CoreLowSpringfield, MA2026-10-05
Ameliora Wealth Management Ltd.
320$17.7K0.0%ETFLowZurich, Switzerland2026-10-23
Heritage Family Offices, LLP
308$17.1K0.0%GrowthHighScottsdale, AZ2026-11-02
Financial Perspectives, Inc
300$16.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Cullen T Bankers, Inc.
278$15.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Larson Financial Group LLC
277$15.4K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
207$11.5K0.0%ETFMediumAkron, OH2026-10-13
Provenance Wealth Advisors, LLC
188$10.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Bell Investment Advisors, Inc
152$8.4K0.0%ETFVery LowOrinda, CA2026-10-29
SBI Securities Co., Ltd.
149$8.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Wealth Management Group, LLC
136$7.5K0.0%ETFLowPrinceton, NJ2026-10-19
Essential Partners LLC
133$7.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
106$5.9K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
104$5.8K0.0%GARPVery HighReno, NV2026-10-09
Parkside Financial Bank & Trust
90$5.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
SJS Investment Consulting Inc.
82$4.5K0.0%ETFVery LowSylvania, OH2026-10-26
Main Street Group, LTD
81$4.5K0.0%ETFMediumGlen Allen, VA2026-10-28
Torren Management, LLC
79$4.4K0.0%ETFMediumSan Diego, CA2026-10-29
Blue Trust, Inc.
67$3.7K0.0%ETFLowBrentwood, TN2026-10-15
Triumph Capital Management
60$3.3K0.0%ETFMediumDenver, CO2026-10-14
Mather Group, Llc.
57$3.2K0.0%ETFMediumChicago, IL2026-10-14
Farmers & Merchants Investments Inc
55$3.0K0.0%CoreVery LowLincoln, NE2026-10-22
MJT & Associates Financial Advisory Group, Inc.
48$2.7K0.0%ETFLowMontevideo, MN2026-10-07
Manchester Capital Management LLC
46$2.6K0.0%CoreLowManchester, VT2026-10-22
Physician Wealth Advisors, Inc.
44$2.4K0.0%ETFMediumMidvale, UT2026-10-20
Caitong International Asset Management Co., Ltd
43$2.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
IFP Advisors, Inc
40$2.2K0.0%GrowthLowTampa, FL2026-10-16
Marquette Asset Management, LLC
38$2.1K0.0%ETFVery LowMinneapolis, MN2026-10-09
First Command Advisory Services, Inc.
30$1.7K0.0%IndexLowFort Worth, TX2026-11-05
Cassaday & Co Wealth Management LLC
28$1.6K0.0%ETFVery LowMclean, VA2026-10-27
WPG Advisers, LLC
25$1.4K0.0%CoreLowBaltimore, MD2026-10-27
Burk Holdings LLC
23$1.3K0.0%ETFVery LowTulsa, OK2026-11-05
Montag A & Associates Inc
22$1.2K0.0%CoreLowAtlanta, GA2026-10-29
Avion Wealth
21$10.0%ETFLowThe Woodlands, TX2026-11-04
TD Private Client Wealth LLC
16$8870.0%ETFLowNew York, NY2026-10-28
Clark Wealth Partners
14$7770.0%ETFVery LowO'Fallon, IL2026-10-19
Noble Wealth Management PBC
12$6650.0%YieldMediumGreenwood Village, CO2026-10-01
Valley National Advisers Inc
11$6100.0%ETFLowBethlehem, PA2026-10-23
JFS Wealth Advisors, LLC
10$5550.0%ETFVery LowHermitage, PA2026-11-03
Gilpin Wealth Management, LLC
9$4990.0%GrowthLowDenver, CO2026-10-09
Rossby Financial, LCC
8$4440.0%ETFMediumMelbourne, FL2026-11-05
Proathlete Wealth Management LLC
7$3880.0%ETFVery LowBoca Raton, FL2026-10-15
Signature Equity Partners, LLC
7$3880.0%GrowthMediumColumbus, OH2026-10-29
UMB Private Wealth Management, LLC
7$3880.0%GrowthN/AKansas City, MO2026-10-19
Financial Consulate, Inc
4$2220.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
3$1660.0%CoreLowJacksonville, FL2026-10-08
Abound Wealth Management
2$1110.0%ETFVery LowFranklin, TN2026-10-26
Hughes Financial Services, LLC
2$1310.0%ETFLowHerndon, VA2026-10-30