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Resideo Technologies Inc (REZI)

CUSIP: 76118Y104 | NYSE | Industrials · Industrial Distribution | Mid Cap | 1561 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC16,715,89011.0%+5,061,443Aug 31, 202611,654,447 sh (Jun 30, 2026)
13D/ACD&R Investment Associates XII, Ltd.
with CD&R Channel Holdings, L.P.
33,478,32219.7%New 5%+ stakeJul 31, 2026No 13F filer matched
13D/ACD&R Associates XII, L.P.
with CD&R Channel Holdings, L.P.
33,478,32219.9%New 5%+ stakeNov 11, 2025No 13F filer matched
13G/AFMR LLC16,715,890
11.0% of class · Aug 31, 2026+5,061,443
11,654,447 sh (Jun 30, 2026)
13D/ACD&R Investment Associates XII, Ltd.33,478,322
19.7% of class · Jul 31, 2026New 5%+ stake
with CD&R Channel Holdings, L.P.
No 13F filer matched
13D/ACD&R Associates XII, L.P.33,478,322
19.9% of class · Nov 11, 2025New 5%+ stake
with CD&R Channel Holdings, L.P.
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP7,425,067
0.0% of portfolio›$134.8M
Pzena Investment Management LLC3,699,890
0.2% of portfolio›$67.2M
Swedbank AB3,000,000
0.0% of portfolio›$54.5M
Bank of New York Mellon Corp890,741
0.0% of portfolio›$16.2M
Principal Financial Group Inc640,504
0.0% of portfolio›$11.6M
New York State Teachers Retirement System147,557
0.0% of portfolio›$2.7K
Pembroke Management, LTD147,307
0.3% of portfolio›$2.7M
Fifth Third Bancorp119,998
0.0% of portfolio›$2.2M
Wilson Asset Management (International) PTY LTD114,558
0.6% of portfolio›$2.1M
Linden Thomas Advisory Services, LLC108,203
0.2% of portfolio›$2.0M
Tweedy, Browne Co LLC103,255
0.2% of portfolio›$1.9M
Exchange Traded Concepts, LLC103,255
0.0% of portfolio›$1.9M
Creative Planning85,105
0.0% of portfolio›$1.5M
Heritage Investors Management Corp85,090
0.0% of portfolio›$1.5K
Thrivent Financial for Lutherans84,989
0.0% of portfolio›$1.5K
Harbor Capital Advisors, Inc.82,075
0.0% of portfolio›$1.5K
Citigroup Inc74,692
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund73,600
0.0% of portfolio›$1.3M
Prescott Group Capital Management, L.L.C.73,044
0.1% of portfolio›$1.3M
State of New Jersey Common Pension Fund D58,557
0.0% of portfolio›$1.1M
Louisiana State Employees Retirement System56,900
0.0% of portfolio›$1.0M
Arizona State Retirement System38,396
0.0% of portfolio›$696.9K
Strs Ohio37,800
0.0% of portfolio›$686.1K
Yousif Capital Management, LLC36,860
0.0% of portfolio›$669.0K
Wolverine Asset Management LLC35,526
0.0% of portfolio›$644.8K
Amalgamated Bank34,748
0.0% of portfolio›$631
Commonwealth of Pennsylvania Public School Empls Retrmt SYS31,484
0.0% of portfolio›$571.4K
Oregon Public Employees Retirement Fund29,936
0.0% of portfolio›$543.3K
Maryland State Retirement & Pension System29,535
0.0% of portfolio›$536.1K
Nilsine Partners, LLC28,629
0.0% of portfolio›$519.6K
State of Alaska, Department of Revenue28,058
0.0% of portfolio›$508
Pictet Asset Management Holding SA21,748
0.0% of portfolio›$394.7K
Eagle Harbor Asset Management Inc21,679
0.3% of portfolio›$393.5K
Choreo, LLC20,722
0.0% of portfolio›$376.2K
Crossmark Global Holdings, Inc.19,263
0.0% of portfolio›$349.6K
ProShare Advisors LLC18,827
0.0% of portfolio›$341.7K
Lido Advisors, LLC17,829
0.0% of portfolio›$323.6K
Nisa Investment Advisors, LLC15,613
0.0% of portfolio›$283.4K
Xponance LLC15,547
0.0% of portfolio›$282.2K
Mutual of America Capital Management LLC15,248
0.0% of portfolio›$276.8K
MacKenzie Financial Corp14,255
0.0% of portfolio›$258.7K
Cyndeo Wealth Partners, LLC13,974
0.0% of portfolio›$253.6K
Commonwealth Equity Services, LLC13,618
0.0% of portfolio›$247.2K
Wealth Enhancement Advisory Services, LLC13,030
0.0% of portfolio›$224.1K
Oppenheimer Asset Management Inc.11,912
0.0% of portfolio›$216.2K
Central Pacific Bank - Trust Division9,750
0.0% of portfolio›$177.0K
Elyxium Wealth, LLC9,745
0.0% of portfolio›$176.9K
Axxion S.A.8,399
0.0% of portfolio›$152.4K
Simplex Trading, LLC7,774
0.0% of portfolio›$141.1K
Gamma Investing LLC6,799
0.0% of portfolio›$123.4K
Blue Trust, Inc.6,550
0.0% of portfolio›$118.9K
Bayforest Capital Ltd6,243
0.2% of portfolio›$113.3K
Signaturefd, LLC4,735
0.0% of portfolio›$85.9K
KBC Group NV4,525
0.0% of portfolio›$82
IFP Advisors, Inc4,110
0.0% of portfolio›$74.6K
Fulcrum Asset Management LLP3,068
0.0% of portfolio›$55.6K
Sterling Capital Management LLC3,015
0.0% of portfolio›$54.7K
Versant Capital Management, Inc2,414
0.0% of portfolio›$43.8K
Pinnacle Wealth Planning Services, Inc.2,377
0.0% of portfolio›$43.1K
Farther Finance Advisors, LLC2,275
0.0% of portfolio›$41.3K
Tradewinds Capital Management, LLC1,583
0.0% of portfolio›$28.7K
US Bancorp \de\1,426
0.0% of portfolio›$25.9K
Heritage Family Offices, LLP1,315
0.0% of portfolio›$23.9K
Salomon & Ludwin, LLC1,277
0.0% of portfolio›$23.2K
Blume Capital Management, Inc.1,102
0.0% of portfolio›$20.0K
Parallel Advisors, LLC751
0.0% of portfolio›$13.6K
Thompson Investment Management, Inc.699
0.0% of portfolio›$12.7K
Bare Financial Services, Inc663
0.0% of portfolio›$12.0K
TD Waterhouse Canada Inc.553
0.0% of portfolio›$10.1K
Tower Trust & Investment Co518
0.0% of portfolio›$9.4K
Root Financial Partners, LLC459
0.0% of portfolio›$8.3K
Steph & Co454
0.0% of portfolio›$8.2K
Hilltop National Bank450
0.0% of portfolio›$8.2K
Nfsg Corp433
0.0% of portfolio›$7.9K
Rossby Financial, LCC411
0.0% of portfolio›$7.5K
Birch Financial Group, LLC388
0.0% of portfolio›$7.0K
Triumph Capital Management375
0.0% of portfolio›$6.8K
Key FInancial Inc358
0.0% of portfolio›$6.5K
Spire Wealth Management320
0.0% of portfolio›$5.8K
Assetmark, Inc286
0.0% of portfolio›$5.2K
EverSource Wealth Advisors, LLC244
0.0% of portfolio›$4.4K
St. Johns Investment Management Company, LLC241
0.0% of portfolio›$4.4K
SBI Securities Co., Ltd.235
0.0% of portfolio›$4.3K
Larson Financial Group LLC230
0.0% of portfolio›$4.2K
Mascoma Wealth Management LLC229
0.0% of portfolio›$4.2K
CoreCap Advisors, LLC226
0.0% of portfolio›$4.1K
Armstrong Advisory Group, Inc225
0.0% of portfolio›$4.1K
Jnba Financial Advisors222
0.0% of portfolio›$4.0K
Moisand Fitzgerald Tamayo, LLC209
0.0% of portfolio›$3.8K
Highline Wealth Partners LLC198
0.0% of portfolio›$3.6K
Covestor Ltd194
0.0% of portfolio›$4
J.Safra Asset Management Corp184
0.0% of portfolio›$3.3K
Montgomery Financial Services LLC171
0.0% of portfolio›$3.1K
Quaker Wealth Management, LLC167
0.0% of portfolio›$3.0K
JFS Wealth Advisors, LLC164
0.0% of portfolio›$3.0K
Compass Financial Management LLC161
0.0% of portfolio›$2.9K
Eastern Bank157
0.0% of portfolio›$2.9K
Grove Bank & Trust147
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC138
0.0% of portfolio›$2.5K
MassMutual Private Wealth & Trust, FSB136
0.0% of portfolio›$2.5K
Farmers & Merchants Investments Inc133
0.0% of portfolio›$2.4K
Westside Investment Management, Inc.133
0.0% of portfolio›$2.4K
Parkside Financial Bank & Trust130
0.0% of portfolio›$2.4K
True Wealth Design, LLC119
0.0% of portfolio›$2.2K
Cassaday & Co Wealth Management LLC110
0.0% of portfolio›$2.0K
Cullen T Bankers, Inc.109
0.0% of portfolio›$2.0K
Kingdom Financial Group Llc.107
0.0% of portfolio›$1.9K
Compagnie Lombard Odier SCmA106
0.0% of portfolio›$1.9K
Financial Consulate, Inc103
0.0% of portfolio›$1.9K
Private Trust Co NA99
0.0% of portfolio›$1.8K
Brown, Lisle Ings, Inc.94
0.0% of portfolio›$1.7K
TD Private Client Wealth LLC93
0.0% of portfolio›$1.7K
Fortitude Family Office, LLC92
0.0% of portfolio›$1.7K
Pension & Wealth Management Advisors, Inc.87
0.0% of portfolio›$1.6K
Pacific Center for Financial Services85
0.0% of portfolio›$1.5K
Nemes Rush Group LLC83
0.0% of portfolio›$1.5K
Hazlett, Burt & Watson, Inc.82
0.0% of portfolio›$1
Creative Capital Management Investments LLC81
0.0% of portfolio›$1.5K
Ascentis Independent Advisors75
0.0% of portfolio›$1.4K
First Command Advisory Services, Inc.72
0.0% of portfolio›$1.3K
William Mack & Associates, Inc.72
0.0% of portfolio›$1.3K
Private Wealth Management Group, LLC70
0.0% of portfolio›$1.3K
Ascentis Wealth Management, LLC64
0.0% of portfolio›$1.2K
Center for Financial Planning, Inc.63
0.0% of portfolio›$1.1K
Bradley & Co. Private Wealth Management, LLC63
0.0% of portfolio›$1.1K
Bell Investment Advisors, Inc61
0.0% of portfolio›$1.1K
SJS Investment Consulting Inc.60
0.0% of portfolio›$1.1K
Caitong International Asset Management Co., Ltd56
0.0% of portfolio›$1.0K
CX Institutional54
0.0% of portfolio›$1
High Note Wealth, LLC54
0.0% of portfolio›$980
Laurel Wealth Advisors LLC47
0.0% of portfolio›$854
Financial Management Professionals, Inc.44
0.0% of portfolio›$799
Retirement Wealth Solutions LLC44
0.0% of portfolio›$799
WPG Advisers, LLC43
0.0% of portfolio›$780
Horrell Capital Management, Inc.41
0.0% of portfolio›$1.0K
North Star Investment Management Corp.40
0.0% of portfolio›$726
Valley National Advisers Inc39
0.0% of portfolio›$708
Southern Michigan Bank & Trust33
0.0% of portfolio›$599
Manchester Capital Management LLC30
0.0% of portfolio›$545
DiNuzzo Private Wealth, Inc.29
0.0% of portfolio›$527
Provenance Wealth Advisors, LLC26
0.0% of portfolio›$472
Asset Planning,Inc25
0.0% of portfolio›$454
Horizon Financial Services, LLC25
0.0% of portfolio›$454
Cedar Mountain Advisors, LLC23
0.0% of portfolio›$417
Kelleher Financial Advisors21
0.0% of portfolio›$381
Physician Wealth Advisors, Inc.21
0.0% of portfolio›$382
Downshift Financial, LLC20
0.0% of portfolio›$363
Signature Equity Partners, LLC19
0.0% of portfolio›$345
Bay Harbor Wealth Management, LLC18
0.0% of portfolio›$327
Gilpin Wealth Management, LLC18
0.0% of portfolio›$327
Cape Investment Advisory, Inc.18
0.0% of portfolio›$327
West Branch Capital LLC17
0.0% of portfolio›$309
Align Financial, LLC16
0.0% of portfolio›$290
MTM Investment Management, LLC16
0.0% of portfolio›$290
Trust Co16
0.0% of portfolio›$290
Mather Group, Llc.11
0.0% of portfolio›$200
Creative Financial Designs Inc10
0.0% of portfolio›$182
Asset Dedication, LLC10
0.0% of portfolio›$182
Elevated Capital Advisors, LLC9
0.0% of portfolio›$163
Holos Integrated Wealth LLC8
0.0% of portfolio›$133
Abound Wealth Management8
0.0% of portfolio›$146
Tompkins Financial Corp6
0.0% of portfolio›$109
Trust Co of Vermont6
0.0% of portfolio›$109
GHP Investment Advisors, Inc.5
0.0% of portfolio›$91
Birchbrook, Inc.5
0.0% of portfolio›$91
Canton Hathaway, LLC4
0.0% of portfolio›$73
DecisionPoint Financial, LLC4
0.0% of portfolio›$73
Phillip James Consulting Co.3
0.0% of portfolio›$54
Maryland Capital Advisors Inc.2
0.0% of portfolio›$37
Signature Resources Capital Management, LLC2
0.0% of portfolio›$36
Hughes Financial Services, LLC1
0.0% of portfolio›$19
Davis Capital Management1
0.0% of portfolio›$18
Fairman Group, LLC1
0.0% of portfolio›$18
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,425,067$134.8M0.0%IndexLowAustin, TX2026-11-04
Pzena Investment Management LLC
3,699,890$67.2M0.2%Deep ValueMediumNew York, NY2026-10-30
Swedbank AB
3,000,000$54.5M0.0%GrowthLowStockholm, Sweden2026-10-27
Bank of New York Mellon Corp
890,741$16.2M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
640,504$11.6M0.0%CoreLowDes Moines, IA2026-11-02
New York State Teachers Retirement System
147,557$2.7K0.0%CoreVery LowAlbany, NY2026-10-22
Pembroke Management, LTD
147,307$2.7M0.3%GARPMediumMontreal, Austria2026-10-21
Fifth Third Bancorp
119,998$2.2M0.0%IndexVery LowCincinnati, OH2026-11-05
Wilson Asset Management (International) PTY LTD
114,558$2.1M0.6%CoreHighSydney, China2026-10-26
Linden Thomas Advisory Services, LLC
108,203$2.0M0.2%CoreLowCharlotte, NC2026-10-19
Tweedy, Browne Co LLC
103,255$1.9M0.2%Deep ValueLowStamford, CT2026-11-04
Exchange Traded Concepts, LLC
103,255$1.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Creative Planning
85,105$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Heritage Investors Management Corp
85,090$1.5K0.0%CoreVery LowBethesda, MD2026-10-29
Thrivent Financial for Lutherans
84,989$1.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Harbor Capital Advisors, Inc.
82,075$1.5K0.0%ValueHighChicago, IL2026-10-22
Citigroup Inc
74,692$1.4M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
73,600$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Prescott Group Capital Management, L.L.C.
73,044$1.3M0.1%Deep ValueMediumTulsa, OK2026-10-30
State of New Jersey Common Pension Fund D
58,557$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
56,900$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
38,396$696.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
37,800$686.1K0.0%CoreMediumColumbus, OH2026-10-30
Yousif Capital Management, LLC
36,860$669.0K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Wolverine Asset Management LLC
35,526$644.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Amalgamated Bank
34,748$6310.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
31,484$571.4K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
29,936$543.3K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
29,535$536.1K0.0%IndexVery LowBaltimore, MD2026-11-05
Nilsine Partners, LLC
28,629$519.6K0.0%CoreMediumGreenwood Village, CO2026-11-02
State of Alaska, Department of Revenue
28,058$5080.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
21,748$394.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Eagle Harbor Asset Management Inc
21,679$393.5K0.3%GARPLowSeattle, WA2026-10-21
Choreo, LLC
20,722$376.2K0.0%IndexLowRockford, IL2026-10-28
Crossmark Global Holdings, Inc.
19,263$349.6K0.0%GARPMediumHouston, TX2026-10-21
ProShare Advisors LLC
18,827$341.7K0.0%GrowthLowBethesda, MD2026-10-29
Lido Advisors, LLC
17,829$323.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Nisa Investment Advisors, LLC
15,613$283.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Xponance LLC
15,547$282.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Mutual of America Capital Management LLC
15,248$276.8K0.0%IndexLowNew York, NY2026-10-23
MacKenzie Financial Corp
14,255$258.7K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Cyndeo Wealth Partners, LLC
13,974$253.6K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Commonwealth Equity Services, LLC
13,618$247.2K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
13,030$224.1K0.0%CoreLowPlymouth, MN2026-10-13
Oppenheimer Asset Management Inc.
11,912$216.2K0.0%CoreMediumNew York, NY2026-10-27
Central Pacific Bank - Trust Division
9,750$177.0K0.0%CoreMediumHonolulu, HI2026-10-06
Elyxium Wealth, LLC
9,745$176.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Axxion S.A.
8,399$152.4K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Simplex Trading, LLC
7,774$141.1K0.0%CoreVery HighChicago, IL2026-11-04
Gamma Investing LLC
6,799$123.4K0.0%IndexVery LowFoster City, CA2026-10-08
Blue Trust, Inc.
6,550$118.9K0.0%ETFLowBrentwood, TN2026-10-15
Bayforest Capital Ltd
6,243$113.3K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Signaturefd, LLC
4,735$85.9K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
4,525$820.0%CoreMediumBrussels, Czech Republic2026-10-22
IFP Advisors, Inc
4,110$74.6K0.0%GrowthLowTampa, FL2026-10-16
Fulcrum Asset Management LLP
3,068$55.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Sterling Capital Management LLC
3,015$54.7K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
2,414$43.8K0.0%GARPLowPhoenix, AZ2026-10-02
Pinnacle Wealth Planning Services, Inc.
2,377$43.1K0.0%GARPLowMansfield, OH2026-10-27
Farther Finance Advisors, LLC
2,275$41.3K0.0%IndexLowSan Francisco, CA2026-10-08
Tradewinds Capital Management, LLC
1,583$28.7K0.0%ETFVery HighBellingham, WA2026-10-23
US Bancorp \de\
1,426$25.9K0.0%IndexLowMinneapolis, MN2026-11-05
Heritage Family Offices, LLP
1,315$23.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Salomon & Ludwin, LLC
1,277$23.2K0.0%ETFVery LowRichmond, VA2026-10-29
Blume Capital Management, Inc.
1,102$20.0K0.0%CoreMediumBerkeley, CA2026-10-26
Parallel Advisors, LLC
751$13.6K0.0%IndexLowSan Francisco, CA2026-11-03
Thompson Investment Management, Inc.
699$12.7K0.0%ValueMediumMadison, WI2026-10-14
Bare Financial Services, Inc
663$12.0K0.0%ETFVery LowGap, PA2026-11-04
TD Waterhouse Canada Inc.
553$10.1K0.0%CoreLowToronto, Australia2026-10-16
Tower Trust & Investment Co
518$9.4K0.0%GrowthLowDavenport, IA2026-10-28
Root Financial Partners, LLC
459$8.3K0.0%ETFMediumEncinitas, CA2026-10-21
Steph & Co
454$8.2K0.0%ETFLowMarinette, WI2026-10-07
Hilltop National Bank
450$8.2K0.0%CoreLowCasper, WY2026-10-14
Nfsg Corp
433$7.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Rossby Financial, LCC
411$7.5K0.0%ETFMediumMelbourne, FL2026-11-05
Birch Financial Group, LLC
388$7.0K0.0%CoreLowKeene, NH2026-10-27
Triumph Capital Management
375$6.8K0.0%ETFMediumDenver, CO2026-10-14
Key FInancial Inc
358$6.5K0.0%ETFLowWest Chester, PA2026-11-02
Spire Wealth Management
320$5.8K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
286$5.2K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
244$4.4K0.0%CoreMediumBirmingham, AL2026-11-04
St. Johns Investment Management Company, LLC
241$4.4K0.0%CoreVery LowJacksonville, FL2026-10-30
SBI Securities Co., Ltd.
235$4.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Larson Financial Group LLC
230$4.2K0.0%GrowthLowSt Louis, MO2026-11-05
Mascoma Wealth Management LLC
229$4.2K0.0%ETFVery LowHanover, NH2026-10-23
CoreCap Advisors, LLC
226$4.1K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
225$4.1K0.0%ETFHighNeedham, MA2026-10-09
Jnba Financial Advisors
222$4.0K0.0%ETFMediumBloomington, MN2026-11-03
Moisand Fitzgerald Tamayo, LLC
209$3.8K0.0%ETFVery LowOrlando, FL2026-10-15
Highline Wealth Partners LLC
198$3.6K0.0%ETFMediumSherman Oaks, CA2026-10-19
Covestor Ltd
194$40.0%ValueHighLondon, United Kingdom2026-10-30
J.Safra Asset Management Corp
184$3.3K0.0%ETFLowNew York, NY2026-11-03
Montgomery Financial Services LLC
171$3.1K0.0%ETFN/AOcean City, MD2026-11-03
Quaker Wealth Management, LLC
167$3.0K0.0%ETFMediumMoorestown, NJ2026-10-22
JFS Wealth Advisors, LLC
164$3.0K0.0%ETFVery LowHermitage, PA2026-11-03
Compass Financial Management LLC
161$2.9K0.0%CoreN/ATampa, FL2026-10-30
Eastern Bank
157$2.9K0.0%GrowthMediumBoston, MA2026-10-05
Grove Bank & Trust
147$2.7K0.0%ETFLowMiami, FL2026-10-08
UMB Private Wealth Management, LLC
138$2.5K0.0%GrowthN/AKansas City, MO2026-10-19
MassMutual Private Wealth & Trust, FSB
136$2.5K0.0%CoreLowSpringfield, MA2026-10-05
Farmers & Merchants Investments Inc
133$2.4K0.0%CoreVery LowLincoln, NE2026-10-22
Westside Investment Management, Inc.
133$2.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Parkside Financial Bank & Trust
130$2.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
119$2.2K0.0%ETFMediumAkron, OH2026-10-13
Cassaday & Co Wealth Management LLC
110$2.0K0.0%ETFVery LowMclean, VA2026-10-27
Cullen T Bankers, Inc.
109$2.0K0.0%GrowthLowSan Antonio, TX2026-10-28
Kingdom Financial Group Llc.
107$1.9K0.0%ETFMediumPeoria, AZ2026-11-04
Compagnie Lombard Odier SCmA
106$1.9K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Financial Consulate, Inc
103$1.9K0.0%ETFLowHunt Valley, MD2026-10-23
Private Trust Co NA
99$1.8K0.0%CoreLowCleveland, OH2026-10-20
Brown, Lisle Ings, Inc.
94$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
TD Private Client Wealth LLC
93$1.7K0.0%ETFLowNew York, NY2026-10-28
Fortitude Family Office, LLC
92$1.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Pension & Wealth Management Advisors, Inc.
87$1.6K0.0%ETFLowWaltham, MA2026-10-16
Pacific Center for Financial Services
85$1.5K0.0%ETFMediumDanville, CA2026-10-15
Nemes Rush Group LLC
83$1.5K0.0%CoreVery LowNovi, MI2026-11-04
Hazlett, Burt & Watson, Inc.
82$10.0%CoreVery LowWheeling, WV2026-11-04
Creative Capital Management Investments LLC
81$1.5K0.0%ETFLowSan Diego, CA2026-10-28
Ascentis Independent Advisors
75$1.4K0.0%ETFLowDallas, TX2026-11-03
First Command Advisory Services, Inc.
72$1.3K0.0%IndexLowFort Worth, TX2026-11-05
William Mack & Associates, Inc.
72$1.3K0.0%ETFLowTroy, MI2026-10-27
Private Wealth Management Group, LLC
70$1.3K0.0%ETFLowPrinceton, NJ2026-10-19
Ascentis Wealth Management, LLC
64$1.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Center for Financial Planning, Inc.
63$1.1K0.0%ETFLowSouthfied, MI2026-10-26
Bradley & Co. Private Wealth Management, LLC
63$1.1K0.0%CoreVery LowMiami, FL2026-10-23
Bell Investment Advisors, Inc
61$1.1K0.0%ETFVery LowOrinda, CA2026-10-29
SJS Investment Consulting Inc.
60$1.1K0.0%ETFVery LowSylvania, OH2026-10-26
Caitong International Asset Management Co., Ltd
56$1.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
CX Institutional
54$10.0%CoreMediumAuburn, IN2026-10-02
High Note Wealth, LLC
54$9800.0%ETFVery LowDeephaven, MN2026-10-27
Laurel Wealth Advisors LLC
47$8540.0%CoreVery LowCharlotte, NC2026-10-27
Financial Management Professionals, Inc.
44$7990.0%ETFMediumAustin, TX2026-10-23
Retirement Wealth Solutions LLC
44$7990.0%ETFLowMarshfield, WI2026-10-07
WPG Advisers, LLC
43$7800.0%CoreLowBaltimore, MD2026-10-27
Horrell Capital Management, Inc.
41$1.0K0.0%ValueVery LowLittle Rock, AR2026-10-08
North Star Investment Management Corp.
40$7260.0%CoreLowChicago, IL2026-10-27
Valley National Advisers Inc
39$7080.0%ETFLowBethlehem, PA2026-10-23
Southern Michigan Bank & Trust
33$5990.0%ETFLowColdwater, MI2026-10-19
Manchester Capital Management LLC
30$5450.0%CoreLowManchester, VT2026-10-22
DiNuzzo Private Wealth, Inc.
29$5270.0%ETFLowBeaver, PA2026-10-16
Provenance Wealth Advisors, LLC
26$4720.0%ETFLowFort Lauderdale, FL2026-10-30
Asset Planning,Inc
25$4540.0%CoreVery LowLos Alamitos, CA2026-10-26
Horizon Financial Services, LLC
25$4540.0%ETFLowWinston Salem, NC2026-11-04
Cedar Mountain Advisors, LLC
23$4170.0%ETFVery LowLake Oswego, OR2026-10-15
Kelleher Financial Advisors
21$3810.0%CoreMediumNew York, NY2026-10-30
Physician Wealth Advisors, Inc.
21$3820.0%ETFMediumMidvale, UT2026-10-20
Downshift Financial, LLC
20$3630.0%ETFLowBoulder, CO2026-10-13
Signature Equity Partners, LLC
19$3450.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
18$3270.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
18$3270.0%GrowthLowDenver, CO2026-10-09
Cape Investment Advisory, Inc.
18$3270.0%ETFLowMcdonough, GA2026-10-13
West Branch Capital LLC
17$3090.0%GrowthVery LowAmherst, MA2026-10-20
Align Financial, LLC
16$2900.0%ETFVery LowHermantown, MN2026-10-16
MTM Investment Management, LLC
16$2900.0%CoreVery LowSpartanburg, SC2026-10-30
Trust Co
16$2900.0%ETFVery LowManhattan, KS2026-10-09
Mather Group, Llc.
11$2000.0%ETFMediumChicago, IL2026-10-14
Creative Financial Designs Inc
10$1820.0%ETFMediumKokomo, IN2026-11-04
Asset Dedication, LLC
10$1820.0%ETFLowSan Francisco, CA2026-11-03
Elevated Capital Advisors, LLC
9$1630.0%ETFMediumSandy, UT2026-11-04
Holos Integrated Wealth LLC
8$1330.0%ETFLowKennett Square, PA2026-10-23
Abound Wealth Management
8$1460.0%ETFVery LowFranklin, TN2026-10-26
Tompkins Financial Corp
6$1090.0%CoreLowIthaca, NY2026-10-05
Trust Co of Vermont
6$1090.0%CoreVery LowBrattleboro, VT2026-10-21
GHP Investment Advisors, Inc.
5$910.0%CoreVery LowDenver, CO2026-10-15
Birchbrook, Inc.
5$910.0%ETFLowBangor, ME2026-10-14
Canton Hathaway, LLC
4$730.0%ValueLowProvidence, RI2026-10-23
DecisionPoint Financial, LLC
4$730.0%ETFVery LowMesa, AZ2026-10-27
Phillip James Consulting Co.
3$540.0%ETFVery HighPlymouth, MN2026-11-03
Maryland Capital Advisors Inc.
2$370.0%ETFVery LowChester, MD2026-10-15
Signature Resources Capital Management, LLC
2$360.0%ETFLowNewport Beach, CA2026-10-16
Hughes Financial Services, LLC
1$190.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
1$180.0%CoreLowJacksonville, FL2026-10-08
Fairman Group, LLC
1$180.0%ETFLowChesterbrook, PA2026-10-26