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Ringcentral Inc (RNG)

CUSIP: 76680R206 | NYSE | Technology · Software - Application | Mid Cap | 1575 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/AVanguard Portfolio Management LLC5,426,3017.3%−1,136,046Sep 30, 202692d ahead of 13F (6,502,530 sh) · −1,076,229
13G/AVanguard Portfolio Management LLC5,426,301
7.3% of class · Sep 30, 2026−1,136,046
92d ahead of 13F (6,502,530 sh) · −1,076,229

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,317,287
0.0% of portfolio›$98.4M
MacKenzie Financial Corp602,879
0.0% of portfolio›$45.0M
Bank of New York Mellon Corp528,042
0.0% of portfolio›$39.4M
Aegon Asset Management UK PLC446,148
0.4% of portfolio›$33.3M
Principal Financial Group Inc349,734
0.0% of portfolio›$26.1M
Fort Washington Investment Advisors Inc325,264
0.1% of portfolio›$24.3M
Thrivent Financial for Lutherans275,862
0.0% of portfolio›$20.6K
Quartz Partners, LLC147,571
3.3% of portfolio›$11.0M
Harel Insurance Investments & Financial Services Ltd.144,904
0.0% of portfolio›$10.8K
Access Investment Management LLC104,330
1.9% of portfolio›$7.8M
Exchange Traded Concepts, LLC99,640
0.0% of portfolio›$7.4M
IFP Advisors, Inc99,079
0.1% of portfolio›$7.4M
Heritage Investors Management Corp84,814
0.0% of portfolio›$6.3K
Wedge Capital Management L L P67,378
0.1% of portfolio›$5.0M
Robertson Stephens Wealth Management, LLC66,160
0.1% of portfolio›$4.9M
Bokf, NA64,092
0.1% of portfolio›$4.8M
Virginia Retirement Systems ET Al61,933
0.0% of portfolio›$4.6M
Sterling Capital Management LLC61,601
0.1% of portfolio›$4.6M
Ahara Advisors LLC58,137
2.6% of portfolio›$4.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.53,840
0.1% of portfolio›$4.0M
CWA Asset Management Group, LLC46,039
0.1% of portfolio›$3.4M
Citigroup Inc45,282
0.0% of portfolio›$3.4M
Crossmark Global Holdings, Inc.42,443
0.0% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC42,423
0.0% of portfolio›$3.0M
Creative Planning41,837
0.0% of portfolio›$3.1M
Fifth Third Bancorp41,458
0.0% of portfolio›$3.1M
VestGen Advisors, LLC39,900
0.1% of portfolio›$3.0M
OP Asset Management Ltd39,410
0.0% of portfolio›$2.9M
Pinnacle Associates LTD35,471
0.0% of portfolio›$2.6M
DekaBank Deutsche Girozentrale32,416
0.0% of portfolio›$2.4K
New York State Teachers Retirement System32,118
0.0% of portfolio›$2.4K
Louisiana State Employees Retirement System31,400
0.0% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.27,819
0.0% of portfolio›$2.1K
Robeco Institutional Asset Management B.V.27,055
0.0% of portfolio›$2.0M
Kestra Investment Management, LLC26,167
0.0% of portfolio›$2.0M
State of New Jersey Common Pension Fund D23,589
0.0% of portfolio›$1.8M
Imc-Chicago, LLC22,042
0.0% of portfolio›$1.6M
Hussman Strategic Advisors, Inc.21,000
0.3% of portfolio›$1.6M
Amalgamated Bank20,625
0.0% of portfolio›$1.5K
Arizona State Retirement System19,819
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC19,340
0.0% of portfolio›$1.4M
Aaron Wealth Advisors LLC19,043
0.1% of portfolio›$1.4M
Chicago Partners Investment Group LLC18,904
0.0% of portfolio›$1.6M
Vise Technologies, Inc.18,234
0.0% of portfolio›$1.4M
Pictet Asset Management Holding SA17,586
0.0% of portfolio›$1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,373
0.0% of portfolio›$1.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,356
0.0% of portfolio›$1.3M
State of Alaska, Department of Revenue17,328
0.0% of portfolio›$1.3K
Harbor Capital Advisors, Inc.17,052
0.0% of portfolio›$1.3K
Oregon Public Employees Retirement Fund16,592
0.0% of portfolio›$1.2M
Achmea Investment Management B.V.16,400
0.0% of portfolio›$1.2M
Fairvoy Private Wealth, LLC16,091
0.2% of portfolio›$1.2M
Nisa Investment Advisors, LLC13,855
0.0% of portfolio›$1.0M
Yorktown Management & Research Co Inc13,050
0.7% of portfolio›$974.8K
Crestwood Advisors Group, LLC12,404
0.0% of portfolio›$926.6K
Certuity, LLC12,010
0.0% of portfolio›$897.1K
Choreo, LLC11,759
0.0% of portfolio›$878.4K
Compound Planning, Inc.11,226
0.0% of portfolio›$838.6K
Fulcrum Asset Management LLP11,199
0.0% of portfolio›$833.5K
Encompass Wealth Advisors, LLC11,124
0.1% of portfolio›$831.0K
Versant Capital Management, Inc10,794
0.1% of portfolio›$806.3K
iA Global Asset Management Inc.10,417
0.0% of portfolio›$778
Commonwealth Equity Services, LLC10,310
0.0% of portfolio›$770.2K
Lido Advisors, LLC10,209
0.0% of portfolio›$762.6K
FNY Investment Advisers, LLC10,000
0.0% of portfolio›$747
Inscription Capital, LLC9,885
0.1% of portfolio›$738.4K
HUB Investment Partners, LLC9,785
0.0% of portfolio›$730.9K
Mutual of America Capital Management LLC9,152
0.0% of portfolio›$683.7K
Grant Private Wealth Management Inc8,983
0.3% of portfolio›$671.0K
Mirae Asset Global Investments Co., Ltd.8,748
0.0% of portfolio›$653.5K
Swiss Life Asset Management Ltd7,520
0.0% of portfolio›$561.7K
Pinnacle Wealth Management Advisory Group, LLC7,327
0.0% of portfolio›$547.3K
State of Wyoming7,092
0.0% of portfolio›$529.8K
GC Wealth Management RIA, LLC6,673
0.0% of portfolio›$498.5K
Abel Hall, LLC6,474
0.1% of portfolio›$483.6K
Kathmere Capital Management, LLC6,472
0.0% of portfolio›$483.5K
Kestra Advisory Services, LLC6,387
0.0% of portfolio›$477.1K
Xponance LLC5,874
0.0% of portfolio›$438.8K
Cornerstone Wealth Group, LLC5,802
0.0% of portfolio›$433.4K
Insight Wealth Strategies, LLC5,750
0.0% of portfolio›$429.6K
Lecap Asset Management LTD5,642
0.2% of portfolio›$421.5K
Farther Finance Advisors, LLC5,487
0.0% of portfolio›$409.9K
Interchange Capital Partners, LLC5,479
0.1% of portfolio›$409.3K
Childress Capital Advisors, LLC5,329
0.1% of portfolio›$398.1K
OpenArc Corporate Advisory, LLC5,140
0.0% of portfolio›$384.0K
Evergreen Capital Management LLC5,033
0.0% of portfolio›$376.0K
US Bancorp \de\4,938
0.0% of portfolio›$368.9K
Lanark Financial, Inc.4,804
0.0% of portfolio›$358.9K
ANB Bank4,718
0.1% of portfolio›$352.4K
Sagespring Wealth Partners, LLC4,338
0.0% of portfolio›$324.1K
Citizens Financial Group Inc4,158
0.0% of portfolio›$310.6K
Mitsubishi UFJ Asset Management Co., Ltd.4,138
0.0% of portfolio›$309.1K
CIBC Asset Management Inc4,119
0.0% of portfolio›$307.7K
Cypress Point Wealth Management, LLC4,055
0.0% of portfolio›$302.9K
NorthCrest Asset Manangement, LLC3,871
0.0% of portfolio›$303.3K
Larson Financial Group LLC3,655
0.0% of portfolio›$273.1K
Convergence Investment Partners, LLC3,648
0.0% of portfolio›$272.5K
Parallel Advisors, LLC3,520
0.0% of portfolio›$262.9K
Fifth Third Wealth Advisors LLC3,298
0.0% of portfolio›$246.4K
Gamma Investing LLC3,222
0.0% of portfolio›$240.7K
BI Asset Management Fondsmaeglerselskab A/S3,208
0.0% of portfolio›$240
Lavelle Capital LP3,200
0.1% of portfolio›$239.0K
Clear Harbor Asset Management, LLC3,000
0.0% of portfolio›$224.1K
Bond & Devick Financial Network, Inc.3,000
0.1% of portfolio›$224.1K
Plato Investment Management Ltd2,956
0.0% of portfolio›$221.7K
111 Capital2,857
0.0% of portfolio›$213.4K
Elevation Point Wealth Partners, LLC2,804
0.0% of portfolio›$209.5K
Concurrent Investment Advisors, LLC2,750
0.0% of portfolio›$205.4K
Bayforest Capital Ltd2,314
0.3% of portfolio›$172.9K
KBC Group NV2,279
0.0% of portfolio›$170
Central Pacific Bank - Trust Division2,088
0.0% of portfolio›$156.0K
Covestor Ltd1,576
0.0% of portfolio›$117
Signaturefd, LLC1,552
0.0% of portfolio›$115.9K
SJS Investment Consulting Inc.1,421
0.0% of portfolio›$106.1K
TD Private Client Wealth LLC1,294
0.0% of portfolio›$96.7K
Assetmark, Inc1,273
0.0% of portfolio›$95.1K
Elyxium Wealth, LLC1,147
0.0% of portfolio›$85.7K
Strs Ohio1,011
0.0% of portfolio›$75.5K
Blue Trust, Inc.956
0.0% of portfolio›$71.4K
Salomon & Ludwin, LLC853
0.0% of portfolio›$63.7K
True Wealth Design, LLC850
0.0% of portfolio›$63.5K
Richardson Financial Services Inc.729
0.0% of portfolio›$54.5K
Pinnacle Wealth Planning Services, Inc.587
0.0% of portfolio›$43.8K
Elevation Wealth Partners, LLC546
0.0% of portfolio›$40.8K
EverSource Wealth Advisors, LLC508
0.0% of portfolio›$37.9K
Fortitude Family Office, LLC349
0.0% of portfolio›$26.1K
Bare Financial Services, Inc333
0.0% of portfolio›$24.9K
MassMutual Private Wealth & Trust, FSB303
0.0% of portfolio›$22.6K
Harbor Investment Advisory, LLC300
0.0% of portfolio›$22.4K
Financial Management Professionals, Inc.300
0.0% of portfolio›$22.4K
Root Financial Partners, LLC202
0.0% of portfolio›$15.1K
SBI Securities Co., Ltd.187
0.0% of portfolio›$14.0K
Spire Wealth Management186
0.0% of portfolio›$13.9K
Mather Group, Llc.186
0.0% of portfolio›$13.9K
Parkside Financial Bank & Trust186
0.0% of portfolio›$13.9K
Essential Partners LLC176
0.0% of portfolio›$13.1K
Pension & Wealth Management Advisors, Inc.139
0.0% of portfolio›$10.4K
Provenance Wealth Advisors, LLC137
0.0% of portfolio›$10.2K
Highline Wealth Partners LLC134
0.0% of portfolio›$10.0K
WPG Advisers, LLC111
0.0% of portfolio›$8.3K
Clean Yield Group101
0.0% of portfolio›$7.5K
CoreCap Advisors, LLC100
0.0% of portfolio›$7.5K
Manchester Capital Management LLC96
0.0% of portfolio›$7.2K
Cape Investment Advisory, Inc.95
0.0% of portfolio›$7.1K
Marquette Asset Management, LLC90
0.0% of portfolio›$6.7K
GoalVest Advisory LLC72
0.0% of portfolio›$5.4K
Signature Equity Partners, LLC65
0.0% of portfolio›$4.9K
William B. Walkup & Associates, Inc.65
0.0% of portfolio›$4.9K
Farmers & Merchants Investments Inc65
0.0% of portfolio›$4.9K
Leonteq Securities AG61
0.0% of portfolio›$4.6K
UMB Private Wealth Management, LLC60
0.0% of portfolio›$4.5K
CX Institutional60
0.0% of portfolio›$4
Center for Financial Planning, Inc.55
0.0% of portfolio›$4.1K
MV Capital Management, Inc.52
0.0% of portfolio›$3.9K
JFS Wealth Advisors, LLC47
0.0% of portfolio›$3.5K
Rakuten Securities, Inc.45
0.0% of portfolio›$3.4K
Physician Wealth Advisors, Inc.43
0.0% of portfolio›$3.2K
Caitong International Asset Management Co., Ltd42
0.0% of portfolio›$3.1K
Creative Capital Management Investments LLC36
0.0% of portfolio›$2.7K
Capital Advisors, Ltd. LLC35
0.0% of portfolio›$3
Cromwell Holdings LLC32
0.0% of portfolio›$2.4K
Smallwood Wealth Investment Management, LLC26
0.0% of portfolio›$1.9K
New England Capital Financial Advisors LLC25
0.0% of portfolio›$1.9K
Clark Wealth Partners20
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC17
0.0% of portfolio›$1.3K
Gilpin Wealth Management, LLC13
0.0% of portfolio›$972
Valley National Advisers Inc13
0.0% of portfolio›$972
Cedar Mountain Advisors, LLC13
0.0% of portfolio›$971
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$896
DiNuzzo Private Wealth, Inc.11
0.0% of portfolio›$822
Financial Perspectives, Inc5
0.0% of portfolio›$376
Davis Capital Management5
0.0% of portfolio›$374
Financial Consulate, Inc4
0.0% of portfolio›$299
DecisionPoint Financial, LLC3
0.0% of portfolio›$235
Laurel Wealth Advisors LLC3
0.0% of portfolio›$225
Hughes Financial Services, LLC2
0.0% of portfolio›$167
Maryland Capital Advisors Inc.1
0.0% of portfolio›$75
Ascentis Independent Advisors1
0.0% of portfolio›$74
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,317,287$98.4M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
602,879$45.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Bank of New York Mellon Corp
528,042$39.4M0.0%CoreLowNew York, NY2026-11-05
Aegon Asset Management UK PLC
446,148$33.3M0.4%GrowthMediumEdinburgh, United Kingdom2026-11-04
Principal Financial Group Inc
349,734$26.1M0.0%CoreLowDes Moines, IA2026-11-02
Fort Washington Investment Advisors Inc
325,264$24.3M0.1%CoreLowCincinnati, OH2026-10-15
Thrivent Financial for Lutherans
275,862$20.6K0.0%GARPMediumMinneapolis, MN2026-11-05
Quartz Partners, LLC
147,571$11.0M3.3%GARPMediumSaratoga Springs, NY2026-11-03
Harel Insurance Investments & Financial Services Ltd.
144,904$10.8K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Access Investment Management LLC
104,330$7.8M1.9%Deep ValueLowAtlanta, GA2026-10-23
Exchange Traded Concepts, LLC
99,640$7.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
IFP Advisors, Inc
99,079$7.4M0.1%GrowthLowTampa, FL2026-10-16
Heritage Investors Management Corp
84,814$6.3K0.0%CoreVery LowBethesda, MD2026-10-29
Wedge Capital Management L L P
67,378$5.0M0.1%ValueMediumCharlotte, NC2026-10-13
Robertson Stephens Wealth Management, LLC
66,160$4.9M0.1%ETFMediumSan Francisco, CA2026-10-16
Bokf, NA
64,092$4.8M0.1%CoreLowTulsa, OK2026-10-27
Virginia Retirement Systems ET Al
61,933$4.6M0.0%CoreMediumRichmond, VA2026-10-28
Sterling Capital Management LLC
61,601$4.6M0.1%GARPMediumCharlotte, NC2026-10-22
Ahara Advisors LLC
58,137$4.3M2.6%GrowthLowJersey City, NJ2026-10-29
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
53,840$4.0M0.1%CoreHighTurin, Latvia2026-10-22
CWA Asset Management Group, LLC
46,039$3.4M0.1%CoreMediumNaples, FL2026-10-19
Citigroup Inc
45,282$3.4M0.0%CoreMediumNew York, NY2026-11-04
Crossmark Global Holdings, Inc.
42,443$3.2M0.0%GARPMediumHouston, TX2026-10-21
Wealth Enhancement Advisory Services, LLC
42,423$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Creative Planning
41,837$3.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
41,458$3.1M0.0%IndexVery LowCincinnati, OH2026-11-05
VestGen Advisors, LLC
39,900$3.0M0.1%GrowthMediumChicago, IL2026-10-27
OP Asset Management Ltd
39,410$2.9M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Pinnacle Associates LTD
35,471$2.6M0.0%CoreLowNew York, NY2026-10-20
DekaBank Deutsche Girozentrale
32,416$2.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
New York State Teachers Retirement System
32,118$2.4K0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
31,400$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Cambridge Investment Research Advisors, Inc.
27,819$2.1K0.0%ETFLowFairfield, IA2026-11-02
Robeco Institutional Asset Management B.V.
27,055$2.0M0.0%CoreMediumRotterdam, Philippines2026-10-20
Kestra Investment Management, LLC
26,167$2.0M0.0%ETFMediumAustin, TX2026-11-04
State of New Jersey Common Pension Fund D
23,589$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Imc-Chicago, LLC
22,042$1.6M0.0%GARPVery HighChicago, IL2026-11-05
Hussman Strategic Advisors, Inc.
21,000$1.6M0.3%YieldVery HighEllicott City, MD2026-11-02
Amalgamated Bank
20,625$1.5K0.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
19,819$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
19,340$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Aaron Wealth Advisors LLC
19,043$1.4M0.1%GrowthMediumChicago, IL2026-10-13
Chicago Partners Investment Group LLC
18,904$1.6M0.0%GARPLowChicago, IL2026-10-27
Vise Technologies, Inc.
18,234$1.4M0.0%IndexLowNew York, NY2026-10-29
Pictet Asset Management Holding SA
17,586$1.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
17,373$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
17,356$1.3M0.0%GrowthVery LowSeattle, WA2026-10-27
State of Alaska, Department of Revenue
17,328$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
Harbor Capital Advisors, Inc.
17,052$1.3K0.0%ValueHighChicago, IL2026-10-22
Oregon Public Employees Retirement Fund
16,592$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Achmea Investment Management B.V.
16,400$1.2M0.0%CoreMediumZeist, Philippines2026-10-30
Fairvoy Private Wealth, LLC
16,091$1.2M0.2%GrowthMediumBirmingham, AL2026-10-19
Nisa Investment Advisors, LLC
13,855$1.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Yorktown Management & Research Co Inc
13,050$974.8K0.7%MomentumMediumForest, VA2026-10-28
Crestwood Advisors Group, LLC
12,404$926.6K0.0%GrowthLowBoston, MA2026-10-27
Certuity, LLC
12,010$897.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Choreo, LLC
11,759$878.4K0.0%IndexLowRockford, IL2026-10-28
Compound Planning, Inc.
11,226$838.6K0.0%CoreLowNew York, NY2026-11-05
Fulcrum Asset Management LLP
11,199$833.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Encompass Wealth Advisors, LLC
11,124$831.0K0.1%ETFVery LowPortland, OR2026-10-15
Versant Capital Management, Inc
10,794$806.3K0.1%GARPLowPhoenix, AZ2026-10-02
iA Global Asset Management Inc.
10,417$7780.0%GrowthMediumQuebec, Austria2026-10-29
Commonwealth Equity Services, LLC
10,310$770.2K0.0%ETFLowWaltham, MA2026-11-02
Lido Advisors, LLC
10,209$762.6K0.0%GrowthLowLos Angeles, CA2026-11-04
FNY Investment Advisers, LLC
10,000$7470.0%GrowthVery HighNew York, NY2026-10-16
Inscription Capital, LLC
9,885$738.4K0.1%GARPMediumHouston, TX2026-11-02
HUB Investment Partners, LLC
9,785$730.9K0.0%GrowthLowAustin, TX2026-11-03
Mutual of America Capital Management LLC
9,152$683.7K0.0%IndexLowNew York, NY2026-10-23
Grant Private Wealth Management Inc
8,983$671.0K0.3%GrowthMediumPleasanton, CA2026-10-19
Mirae Asset Global Investments Co., Ltd.
8,748$653.5K0.0%GrowthLowSeoul, Malaysia2026-11-03
Swiss Life Asset Management Ltd
7,520$561.7K0.0%CoreLowZurich, Switzerland2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
7,327$547.3K0.0%GrowthLowRed Bank, NJ2026-10-23
State of Wyoming
7,092$529.8K0.0%ValueHighCheyenne, WY2026-10-28
GC Wealth Management RIA, LLC
6,673$498.5K0.0%GrowthMediumCambridge, MA2026-11-02
Abel Hall, LLC
6,474$483.6K0.1%CoreMediumBaton Rouge, LA2026-10-19
Kathmere Capital Management, LLC
6,472$483.5K0.0%ETFLowWayne, PA2026-10-20
Kestra Advisory Services, LLC
6,387$477.1K0.0%CoreLowAustin, TX2026-11-02
Xponance LLC
5,874$438.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Cornerstone Wealth Group, LLC
5,802$433.4K0.0%CoreMediumHuntersville, NC2026-11-02
Insight Wealth Strategies, LLC
5,750$429.6K0.0%ETFHighSan Ramon, CA2026-10-09
Lecap Asset Management LTD
5,642$421.5K0.2%ValueVery HighLondon, United Kingdom2026-10-27
Farther Finance Advisors, LLC
5,487$409.9K0.0%IndexLowSan Francisco, CA2026-10-08
Interchange Capital Partners, LLC
5,479$409.3K0.1%GrowthLowPittsburgh, PA2026-10-28
Childress Capital Advisors, LLC
5,329$398.1K0.1%GARPMediumHouston, TX2026-10-28
OpenArc Corporate Advisory, LLC
5,140$384.0K0.0%GrowthLowAtlanta, GA2026-10-21
Evergreen Capital Management LLC
5,033$376.0K0.0%GARPMediumBellevue, WA2026-10-23
US Bancorp \de\
4,938$368.9K0.0%IndexLowMinneapolis, MN2026-11-05
Lanark Financial, Inc.
4,804$358.9K0.0%CoreMediumBirmingham, AL2026-10-26
ANB Bank
4,718$352.4K0.1%CoreLowDenver, CO2026-10-09
Sagespring Wealth Partners, LLC
4,338$324.1K0.0%ETFLowFranklin, TN2026-10-22
Citizens Financial Group Inc
4,158$310.6K0.0%GrowthLowProvidence, RI2026-10-23
Mitsubishi UFJ Asset Management Co., Ltd.
4,138$309.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
CIBC Asset Management Inc
4,119$307.7K0.0%GARPLowToronto, South Africa2026-11-05
Cypress Point Wealth Management, LLC
4,055$302.9K0.0%ETFLowDallas, TX2026-11-03
NorthCrest Asset Manangement, LLC
3,871$303.3K0.0%GrowthLowPlymouth, MN2026-10-13
Larson Financial Group LLC
3,655$273.1K0.0%GrowthLowSt Louis, MO2026-11-05
Convergence Investment Partners, LLC
3,648$272.5K0.0%GARPHighPalm Beach Gardens, FL2026-10-28
Parallel Advisors, LLC
3,520$262.9K0.0%IndexLowSan Francisco, CA2026-11-03
Fifth Third Wealth Advisors LLC
3,298$246.4K0.0%IndexVery LowCincinnati, OH2026-10-22
Gamma Investing LLC
3,222$240.7K0.0%IndexVery LowFoster City, CA2026-10-08
BI Asset Management Fondsmaeglerselskab A/S
3,208$2400.0%CoreMediumKobenhavn, Greece2026-10-22
Lavelle Capital LP
3,200$239.0K0.1%GrowthHighSan Francisco, CA2026-11-03
Clear Harbor Asset Management, LLC
3,000$224.1K0.0%CoreLowStamford, CT2026-11-05
Bond & Devick Financial Network, Inc.
3,000$224.1K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Plato Investment Management Ltd
2,956$221.7K0.0%CoreLowSydney, China2026-11-05
111 Capital
2,857$213.4K0.0%CoreVery HighParis, India2026-11-03
Elevation Point Wealth Partners, LLC
2,804$209.5K0.0%CoreHighDenver, CO2026-11-05
Concurrent Investment Advisors, LLC
2,750$205.4K0.0%GrowthMediumTampa, FL2026-10-16
Bayforest Capital Ltd
2,314$172.9K0.3%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
2,279$1700.0%CoreMediumBrussels, Czech Republic2026-10-22
Central Pacific Bank - Trust Division
2,088$156.0K0.0%CoreMediumHonolulu, HI2026-10-06
Covestor Ltd
1,576$1170.0%ValueHighLondon, United Kingdom2026-10-30
Signaturefd, LLC
1,552$115.9K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
1,421$106.1K0.0%ETFVery LowSylvania, OH2026-10-26
TD Private Client Wealth LLC
1,294$96.7K0.0%ETFLowNew York, NY2026-10-28
Assetmark, Inc
1,273$95.1K0.0%ETFLowConcord, CA2026-10-21
Elyxium Wealth, LLC
1,147$85.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Strs Ohio
1,011$75.5K0.0%CoreMediumColumbus, OH2026-10-30
Blue Trust, Inc.
956$71.4K0.0%ETFLowBrentwood, TN2026-10-15
Salomon & Ludwin, LLC
853$63.7K0.0%ETFVery LowRichmond, VA2026-10-29
True Wealth Design, LLC
850$63.5K0.0%ETFMediumAkron, OH2026-10-13
Richardson Financial Services Inc.
729$54.5K0.0%GrowthMediumMedway, MA2026-10-30
Pinnacle Wealth Planning Services, Inc.
587$43.8K0.0%GARPLowMansfield, OH2026-10-27
Elevation Wealth Partners, LLC
546$40.8K0.0%ETFLowWalnut Creek, CA2026-10-07
EverSource Wealth Advisors, LLC
508$37.9K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
349$26.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Bare Financial Services, Inc
333$24.9K0.0%ETFVery LowGap, PA2026-11-04
MassMutual Private Wealth & Trust, FSB
303$22.6K0.0%CoreLowSpringfield, MA2026-10-05
Harbor Investment Advisory, LLC
300$22.4K0.0%GrowthLowLutherville, MD2026-10-13
Financial Management Professionals, Inc.
300$22.4K0.0%ETFMediumAustin, TX2026-10-23
Root Financial Partners, LLC
202$15.1K0.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
187$14.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Spire Wealth Management
186$13.9K0.0%GrowthMediumMclean, VA2026-10-30
Mather Group, Llc.
186$13.9K0.0%ETFMediumChicago, IL2026-10-14
Parkside Financial Bank & Trust
186$13.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Essential Partners LLC
176$13.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pension & Wealth Management Advisors, Inc.
139$10.4K0.0%ETFLowWaltham, MA2026-10-16
Provenance Wealth Advisors, LLC
137$10.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Highline Wealth Partners LLC
134$10.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
WPG Advisers, LLC
111$8.3K0.0%CoreLowBaltimore, MD2026-10-27
Clean Yield Group
101$7.5K0.0%CoreLowNorwich, VT2026-10-28
CoreCap Advisors, LLC
100$7.5K0.0%ETFMediumSouthfield, MI2026-10-08
Manchester Capital Management LLC
96$7.2K0.0%CoreLowManchester, VT2026-10-22
Cape Investment Advisory, Inc.
95$7.1K0.0%ETFLowMcdonough, GA2026-10-13
Marquette Asset Management, LLC
90$6.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
GoalVest Advisory LLC
72$5.4K0.0%ETFMediumNew York, NY2026-10-02
Signature Equity Partners, LLC
65$4.9K0.0%GrowthMediumColumbus, OH2026-10-29
William B. Walkup & Associates, Inc.
65$4.9K0.0%ValueLowColumbia, SC2026-11-05
Farmers & Merchants Investments Inc
65$4.9K0.0%CoreVery LowLincoln, NE2026-10-22
Leonteq Securities AG
61$4.6K0.0%CoreHighZurich, Switzerland2026-10-29
UMB Private Wealth Management, LLC
60$4.5K0.0%GrowthN/AKansas City, MO2026-10-19
CX Institutional
60$40.0%CoreMediumAuburn, IN2026-10-02
Center for Financial Planning, Inc.
55$4.1K0.0%ETFLowSouthfied, MI2026-10-26
MV Capital Management, Inc.
52$3.9K0.0%ETFLowBethesda, MD2026-10-29
JFS Wealth Advisors, LLC
47$3.5K0.0%ETFVery LowHermitage, PA2026-11-03
Rakuten Securities, Inc.
45$3.4K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Physician Wealth Advisors, Inc.
43$3.2K0.0%ETFMediumMidvale, UT2026-10-20
Caitong International Asset Management Co., Ltd
42$3.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Creative Capital Management Investments LLC
36$2.7K0.0%ETFLowSan Diego, CA2026-10-28
Capital Advisors, Ltd. LLC
35$30.0%ETFLowShaker Heights, OH2026-10-27
Cromwell Holdings LLC
32$2.4K0.0%IndexLowJackson, WY2026-10-28
Smallwood Wealth Investment Management, LLC
26$1.9K0.0%ETFVery LowRed Bank, NJ2026-10-30
New England Capital Financial Advisors LLC
25$1.9K0.0%ETFLowMeriden, CT2026-11-03
Clark Wealth Partners
20$1.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
Bay Harbor Wealth Management, LLC
17$1.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
13$9720.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
13$9720.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
13$9710.0%ETFVery LowLake Oswego, OR2026-10-15
Silver Grove Financial Group, Inc.
12$8960.0%CoreMediumOrchard Park, NY2026-11-05
DiNuzzo Private Wealth, Inc.
11$8220.0%ETFLowBeaver, PA2026-10-16
Financial Perspectives, Inc
5$3760.0%GrowthVery LowMinneapolis, MN2026-11-03
Davis Capital Management
5$3740.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
4$2990.0%ETFLowHunt Valley, MD2026-10-23
DecisionPoint Financial, LLC
3$2350.0%ETFVery LowMesa, AZ2026-10-27
Laurel Wealth Advisors LLC
3$2250.0%CoreVery LowCharlotte, NC2026-10-27
Hughes Financial Services, LLC
2$1670.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$750.0%ETFVery LowChester, MD2026-10-15
Ascentis Independent Advisors
1$740.0%ETFLowDallas, TX2026-11-03