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SAP SE (SAP)

CUSIP: 803054204 | US | Technology · Software - Application | Mega Cap | 2404 institutional holders

Quarters

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

Principal Financial Group Inc539,377
0.1% of portfolio›$112.4M
Bank of New York Mellon Corp248,495
0.0% of portfolio›$51.8M
Fort Washington Investment Advisors Inc221,642
0.2% of portfolio›$46.2M
AMF Tjanstepension AB195,895
0.2% of portfolio›$40.8M
Sustainable Growth Advisers, LP192,096
0.4% of portfolio›$40.0M
Coerente Capital Management164,381
6.0% of portfolio›$34.3M
Creative Planning158,206
0.0% of portfolio›$33.0M
Deprince Race & Zollo Inc134,421
0.5% of portfolio›$28.0M
Blue Grotto Capital, LLC130,000
1.9% of portfolio›$27.1M
Assetmark, Inc126,942
0.0% of portfolio›$26.5M
Riverbridge Partners LLC123,880
0.8% of portfolio›$25.8M
Obermeyer Wealth Partners117,765
1.0% of portfolio›$24.6M
Dimensional Fund Advisors LP111,028
0.0% of portfolio›$23.1M
Cardinal Capital Management, Inc.90,908
0.4% of portfolio›$19.0M
Wealth Enhancement Advisory Services, LLC87,443
0.0% of portfolio›$4.9M
Ethic Inc.86,667
0.2% of portfolio›$18.1M
Allspring Global Investments Holdings, LLC86,046
0.0% of portfolio›$18.1M
Crossmark Global Holdings, Inc.77,138
0.2% of portfolio›$16.1M
Citigroup Inc75,140
0.0% of portfolio›$15.7M
Value Partners Investments Inc.68,844
1.0% of portfolio›$14.4M
NorthCrest Asset Manangement, LLC64,174
0.3% of portfolio›$13.6M
Oppenheimer Asset Management Inc.63,548
0.1% of portfolio›$13.2M
Cambiar Investors LLC63,387
0.5% of portfolio›$13.2M
Kornitzer Capital Management Inc61,000
0.3% of portfolio›$12.7M
Truist Financial Corp60,535
0.0% of portfolio›$12.6M
MacKenzie Financial Corp54,004
0.0% of portfolio›$11.3M
Boston Common Asset Management, LLC48,636
0.6% of portfolio›$10.1M
Equitable Trust Co46,494
0.4% of portfolio›$9.7M
Guardian Partners Inc.44,370
0.8% of portfolio›$9.3M
Henry James International Management Inc.43,913
2.8% of portfolio›$9.2M
Vise Technologies, Inc.39,232
0.1% of portfolio›$8.2M
Quadrant Capital Group LLC36,912
0.2% of portfolio›$8.1M
Moran Wealth Management, LLC33,808
0.2% of portfolio›$7.0M
SeaBridge Investment Advisors LLC29,915
0.8% of portfolio›$6.2M
Cardinal Capital Management28,310
0.7% of portfolio›$5.9M
Cohen Klingenstein LLC28,032
0.2% of portfolio›$5.8M
Bretton Capital Management, LLC28,000
4.9% of portfolio›$5.8M
Bochk Asset Management Ltd25,790
0.8% of portfolio›$5.4M
Atria Investments, Inc25,276
0.1% of portfolio›$5.3M
Fulton Breakefield Broenniman LLC25,244
0.3% of portfolio›$5.3M
Lido Advisors, LLC25,161
0.0% of portfolio›$5.2M
Evergreen Capital Management LLC25,107
0.1% of portfolio›$5.2M
Calamos Wealth Management LLC24,996
0.1% of portfolio›$5.2M
NIA Impact Advisors, LLC24,726
2.2% of portfolio›$5.2M
Park Avenue Securities LLC22,811
0.0% of portfolio›$4.8K
Hollow Brook Wealth Management LLC22,406
0.8% of portfolio›$4.7M
Signaturefd, LLC22,396
0.1% of portfolio›$4.7M
Capital Investment Counsel, Inc21,949
0.5% of portfolio›$4.6M
Parr Mcknight Wealth Management Group, LLC21,169
0.5% of portfolio›$4.4M
Eagle Global Advisors LLC20,685
0.1% of portfolio›$4.3M
Asio Capital, LLC20,190
0.5% of portfolio›$4.2M
Prospera Financial Services Inc20,148
0.1% of portfolio›$4.7M
TD Waterhouse Canada Inc.19,451
0.0% of portfolio›$4.1M
Factory Mutual Insurance Co19,324
0.0% of portfolio›$4.0M
Louisbourg Investments Inc.17,880
0.7% of portfolio›$3.7M
Keybank National Association17,221
0.0% of portfolio›$3.6M
Jcic Asset Management Inc.16,824
1.4% of portfolio›$3.5M
Monte Financial Group, LLC16,470
1.2% of portfolio›$3.4M
Commonwealth Equity Services, LLC15,429
0.0% of portfolio›$3.2M
Aaron Wealth Advisors LLC15,410
0.2% of portfolio›$3.2M
HB Wealth Management, LLC15,301
0.0% of portfolio›$3.2M
Pzena Investment Management LLC14,985
0.0% of portfolio›$3.1M
Elevation Point Wealth Partners, LLC14,951
0.1% of portfolio›$3.1M
Hennion & Walsh Asset Management, Inc.14,844
0.1% of portfolio›$3.1M
Bailard, Inc.14,759
0.1% of portfolio›$3.1M
Legacy Wealth Asset Management, LLC14,453
0.7% of portfolio›$3.0M
Morguard Lincluden Global Investments Ltd14,187
0.0% of portfolio›$3.0K
Sterling Investment Management, LLC13,925
1.6% of portfolio›$2.9M
CIBC Asset Management Inc13,815
0.0% of portfolio›$2.9M
Burkett Asset Management Ltd12,650
2.5% of portfolio›$2.6M
Choreo, LLC12,276
0.0% of portfolio›$2.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.12,031
0.1% of portfolio›$2.5M
Mitsubishi UFJ Asset Management Co., Ltd.11,937
0.0% of portfolio›$2.5M
GC Wealth Management RIA, LLC11,586
0.1% of portfolio›$2.4M
Concurrent Investment Advisors, LLC11,075
0.0% of portfolio›$2.3M
Frank, Rimerman Advisors LLC10,952
0.1% of portfolio›$2.3M
Diversify Wealth Management, LLC10,933
0.0% of portfolio›$2.5M
Diversify Advisory Services, LLC10,933
0.0% of portfolio›$2.5M
Cox Capital Mgt LLC10,739
1.3% of portfolio›$2.2M
Cidel Asset Management Inc10,654
0.1% of portfolio›$2.2M
Weatherly Asset Management L. P.9,801
0.1% of portfolio›$2.0M
Stablepoint Partners, LLC9,714
0.3% of portfolio›$2.0M
Fiduciary Alliance LLC9,464
0.1% of portfolio›$2.0M
Highland Capital Management, LLC9,460
0.1% of portfolio›$2.0M
First Affirmative Financial Network9,396
0.4% of portfolio›$2.0M
Parallel Advisors, LLC9,380
0.0% of portfolio›$2.0M
Lockheed Martin Investment Management Co9,360
0.1% of portfolio›$2.0M
Cravens & Co Advisors, LLC8,781
1.2% of portfolio›$1.8M
Channing Global Advisors, LLC8,771
1.0% of portfolio›$1.8M
Prime Capital Investment Advisors, LLC8,578
0.0% of portfolio›$1.8M
Live Oak Private Wealth LLC8,500
0.2% of portfolio›$1.8M
Kestra Private Wealth Services, LLC8,483
0.0% of portfolio›$1.8M
Perigon Wealth Management, LLC8,352
0.0% of portfolio›$1.7M
Cornerstone Planning, LLC8,271
0.3% of portfolio›$1.4M
Euro Pacific Asset Management, LLC8,032
0.2% of portfolio›$1.7M
Vest Financial, LLC7,873
0.0% of portfolio›$1.6M
J.Safra Asset Management Corp7,530
0.1% of portfolio›$1.6M
Sterling Capital Management LLC7,457
0.0% of portfolio›$1.6M
Perpetual Ltd7,404
0.0% of portfolio›$1.5M
Analyst IMS Investment Management Services Ltd.7,400
0.0% of portfolio›$1.5K
Farther Finance Advisors, LLC7,399
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.7,377
0.0% of portfolio›$1.5K
Kestra Advisory Services, LLC7,286
0.0% of portfolio›$1.5M
Asset Management One Co., Ltd.7,219
0.0% of portfolio›$1.5M
Burney Co/7,179
0.0% of portfolio›$1.5M
Americana Partners, LLC7,034
0.0% of portfolio›$1.5M
SevenBridge Financial Group, LLC7,032
0.2% of portfolio›$1.6M
Henshaw Capital LLC6,954
0.0% of portfolio›$1.4M
DMC Group, LLC6,635
1.0% of portfolio›$1.4M
Gamma Investing LLC6,594
0.0% of portfolio›$1.4M
Pinnacle Wealth Planning Services, Inc.6,305
0.1% of portfolio›$1.3M
Abel Hall, LLC6,297
0.2% of portfolio›$1.3M
Sendero Wealth Management, LLC6,011
0.1% of portfolio›$1.3M
Lanark Financial, Inc.5,970
0.1% of portfolio›$1.2M
May Hill Capital, LLC5,800
0.2% of portfolio›$1.2M
Family Legacy Financial Solutions, LLC5,762
0.7% of portfolio›$1.2M
Asset Dedication, LLC5,610
0.1% of portfolio›$1.2M
Chiron Capital Management, LLC5,607
1.2% of portfolio›$1.2M
Mitchell & Pahl Private Wealth, LLC5,581
0.4% of portfolio›$1.2M
Capstone Capital Management Ltd5,563
0.5% of portfolio›$1.2M
Confluence Investment Management LLC5,491
0.0% of portfolio›$1.1M
Altfest L J & Co Inc5,419
0.1% of portfolio›$1.1M
Kathmere Capital Management, LLC5,373
0.1% of portfolio›$1.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,287
0.0% of portfolio›$1.1M
Moneco Advisors, LLC5,234
0.1% of portfolio›$1.1M
Xponance LLC5,192
0.0% of portfolio›$1.1M
Northern Financial Advisors Inc5,163
0.7% of portfolio›$1.1M
Versant Capital Management, Inc4,965
0.1% of portfolio›$1.0M
Dynamic Advisor Solutions LLC4,953
0.0% of portfolio›$1.0M
PDS Planning, Inc4,755
0.1% of portfolio›$991.3K
Profund Advisors LLC4,746
0.0% of portfolio›$989.4K
Argonautica Private Wealth Management, Inc4,701
0.2% of portfolio›$980.1K
Boston Trust Walden Corp4,658
0.0% of portfolio›$971.1K
Trust Point Inc.4,519
0.1% of portfolio›$942.1K
Ridgewood Investments LLC4,414
0.3% of portfolio›$920.2K
Miller Global Investments, LLC4,238
0.7% of portfolio›$883.5K
YHB Investment Advisors, Inc.4,104
0.1% of portfolio›$855.6K
Valeo Financial Advisors, LLC4,005
0.0% of portfolio›$835.0K
Ping Capital Management, Inc.4,000
0.2% of portfolio›$833.9K
Vann Equity Management LLC3,991
0.5% of portfolio›$832.1K
HUB Investment Partners, LLC3,985
0.0% of portfolio›$830.7K
Canandaigua National Bank & Trust Co3,950
0.1% of portfolio›$823.5K
Sowell Financial Services LLC3,926
0.0% of portfolio›$818.5K
Journey Advisory Group, LLC3,883
0.1% of portfolio›$809.5K
Acumen Wealth Advisors, LLC3,874
0.1% of portfolio›$807.7K
Sigma Planning Corp3,814
0.0% of portfolio›$795.1K
Sagespring Wealth Partners, LLC3,764
0.0% of portfolio›$784.6K
Ascent Group, LLC3,738
0.0% of portfolio›$779.2K
Renasant Bank3,705
0.5% of portfolio›$772.4K
Angeles Wealth Management, LLC3,659
0.0% of portfolio›$762.8K
Balentine LLC3,646
0.0% of portfolio›$760.1K
Modera Wealth Management, LLC3,579
0.0% of portfolio›$746.1K
Tctc Holdings, LLC3,561
0.0% of portfolio›$742.4K
Resonant Capital Advisors, LLC3,512
0.0% of portfolio›$732.2K
Brucke Financial, Inc.3,476
0.3% of portfolio›$724.7K
Sage Rhino Capital LLC3,451
0.1% of portfolio›$719.5K
Alps Advisors Inc3,446
0.0% of portfolio›$718.4K
LVW Advisors, LLC3,426
0.1% of portfolio›$714.3K
Anchyra Partners LLC3,407
0.1% of portfolio›$710.3K
Gryphon Financial Partners LLC3,394
0.1% of portfolio›$707.6K
Adkins Seale Capital Management LLC3,388
0.6% of portfolio›$706.3K
Howard Capital Management Group, LLC3,375
0.0% of portfolio›$703.6K
EverSource Wealth Advisors, LLC3,373
0.0% of portfolio›$703.3K
BKM Wealth Management, LLC3,299
0.2% of portfolio›$687.8K
Greenleaf Trust3,204
0.0% of portfolio›$668.0K
Marks Group Wealth Management, Inc3,146
0.1% of portfolio›$655.9K
Unique Wealth Strategies, LLC3,135
0.2% of portfolio›$483.1K
Vontobel Holding Ltd.3,132
0.0% of portfolio›$653.2K
Mission Wealth Management, LP3,129
0.0% of portfolio›$652.4K
Apollon Wealth Management, LLC3,057
0.0% of portfolio›$637.4K
RFG Advisory, LLC3,010
0.0% of portfolio›$627.4K
Aprio Wealth Management, LLC2,999
0.0% of portfolio›$625.2K
Investors Research Corp2,995
0.1% of portfolio›$624.4K
Meridian Wealth Management, LLC2,850
0.0% of portfolio›$594.2K
Portside Wealth Group, LLC2,847
0.1% of portfolio›$593.5K
Signature Estate & Investment Advisors LLC2,846
0.0% of portfolio›$593.3K
55 North Private Wealth, LLC2,752
0.1% of portfolio›$573.7K
Axxcess Wealth Management, LLC2,720
0.0% of portfolio›$567.1K
Greenspring Advisors, LLC2,682
0.0% of portfolio›$559.3K
Gibbs Wealth Management2,669
0.1% of portfolio›$556.4K
71 West Capital Partners2,636
0.0% of portfolio›$549.6K
Yousif Capital Management, LLC2,635
0.0% of portfolio›$549.3K
Tritonpoint Wealth, LLC2,611
0.1% of portfolio›$544.3K
Krilogy Financial LLC2,600
0.0% of portfolio›$566.4K
Fulton Bank, N.A.2,596
0.0% of portfolio›$541.2K
Foster Victor Wealth Advisors, LLC2,593
0.0% of portfolio›$586.0K
B. Riley Wealth Advisors, Inc.2,522
0.0% of portfolio›$525.7K
Brighton Jones LLC2,453
0.0% of portfolio›$511.3K
Blue Trust, Inc.2,437
0.0% of portfolio›$508.1K
Ashton Thomas Private Wealth, LLC2,433
0.0% of portfolio›$507.3K
FSM Wealth Advisors, LLC2,431
0.1% of portfolio›$516.3K
Veratis Advisors, Inc.2,418
0.4% of portfolio›$504.1K
Summit Wealth Group LLC / Co2,414
0.0% of portfolio›$503.3K
Pinnacle Associates LTD2,317
0.0% of portfolio›$483.0K
Pine Haven Investment Counsel, Inc2,285
0.3% of portfolio›$476.4K
MGO One Seven LLC2,159
0.0% of portfolio›$450.1K
Certior Financial Group, LLC2,156
0.2% of portfolio›$449.5K
Nicholas Hoffman & Company, Llc.2,144
0.0% of portfolio›$447.0K
LCM Capital Management Inc2,112
0.2% of portfolio›$440.3K
Nolet Wealth Management, LLC2,105
0.2% of portfolio›$438.9K
Norden Group LLC2,103
0.0% of portfolio›$438.5K
Traveka Wealth, LLC2,100
0.1% of portfolio›$437.8K
First Bank & Trust2,098
0.1% of portfolio›$437.4K
Wedmont Private Capital2,052
0.0% of portfolio›$435.8K
Mather Group, Llc.2,040
0.0% of portfolio›$425.2K
Beacon Financial Group1,999
0.0% of portfolio›$416.8K
Kingswood Wealth Advisors, LLC1,984
0.0% of portfolio›$413.6K
Cromwell Holdings LLC1,923
0.2% of portfolio›$400.9K
Bond & Devick Financial Network, Inc.1,900
0.1% of portfolio›$396.1K
Crestwood Advisors Group, LLC1,895
0.0% of portfolio›$395.0K
Diversified Enterprises, LLC1,853
0.0% of portfolio›$386.3K
Apella Capital, LLC1,825
0.0% of portfolio›$383.5K
Roman Butler Fullerton & Co1,824
0.1% of portfolio›$412.4K
Old National Bancorp1,778
0.0% of portfolio›$370.7K
MMA Asset Management LLC1,746
0.1% of portfolio›$364.0K
Five Oceans Advisors1,726
0.1% of portfolio›$359.8K
Ejmk Ventures LLC1,719
0.2% of portfolio›$358.4K
Focus Financial Network, Inc.1,694
0.0% of portfolio›$353.2K
OpenArc Corporate Advisory, LLC1,692
0.0% of portfolio›$352.7K
Canopy Partners, LLC1,683
0.1% of portfolio›$350.9K
Partners Wealth Management, LLC1,677
0.0% of portfolio›$349.6K
Gateway Investment Advisers LLC1,670
0.0% of portfolio›$348.2K
Rosenberg Matthew Hamilton1,642
0.1% of portfolio›$342.3K
Abacus Wealth Partners, LLC1,642
0.0% of portfolio›$342.3K
AMG National Trust Bank1,620
0.0% of portfolio›$337.7K
D.A. Davidson & Co.1,619
0.0% of portfolio›$337.7K
Foster Group, Inc.1,596
0.0% of portfolio›$332.7K
SBI Securities Co., Ltd.1,582
0.0% of portfolio›$329.8K
Park National Corp1,582
0.0% of portfolio›$329.8K
Regions Financial Corp1,577
0.0% of portfolio›$328.8K
Indivisible Partners1,564
0.0% of portfolio›$326.1K
Gallacher Capital Management LLC1,548
0.3% of portfolio›$322.8K
High Note Wealth, LLC1,539
0.1% of portfolio›$320.9K
AA Financial Advisors, LLC1,527
0.0% of portfolio›$318.3K
Thrivent Financial for Lutherans1,509
0.0% of portfolio›$316
Moody Lynn Lieberson & Walker, LLC1,499
0.0% of portfolio›$312.5K
Provenance Wealth Advisors, LLC1,492
0.0% of portfolio›$311.1K
Sentinel Trust Co LBA1,488
0.0% of portfolio›$310
IFP Advisors, Inc1,478
0.0% of portfolio›$308.1K
Soltis Investment Advisors LLC1,473
0.0% of portfolio›$307.1K
Walkner Condon Financial Advisors LLC1,449
0.0% of portfolio›$302.1K
Koshinski Asset Management, Inc.1,409
0.0% of portfolio›$293.7K
Cowa, LLC1,407
0.1% of portfolio›$293.3K
StoneX Group Inc.1,398
0.0% of portfolio›$286.1K
Independence Bank of Kentucky1,350
0.0% of portfolio›$281.4K
XXI Wealth, LLC1,340
0.1% of portfolio›$279.4K
Avestar Capital, LLC1,338
0.0% of portfolio›$278.9K
True North Advisors, LLC1,337
0.0% of portfolio›$278.8K
Baker Tilly Wealth Management, LLC1,317
0.1% of portfolio›$274.6K
Enterprise Financial Services Corp1,307
0.1% of portfolio›$272.5K
Facet Wealth, Inc.1,305
0.0% of portfolio›$272.1K
Marino, Stram & Associates LLC1,301
0.0% of portfolio›$271.2K
Pembroke Management, LTD1,300
0.0% of portfolio›$271.0K
Midwest Trust Co1,296
0.0% of portfolio›$270.2K
Capital Square, LLC1,293
0.1% of portfolio›$269.6K
China Universal Asset Management Co., Ltd.1,292
0.0% of portfolio›$272.4K
Baron Wealth Management LLC1,283
0.1% of portfolio›$267.5K
Malaga Cove Capital, LLC1,283
0.1% of portfolio›$267.5K
Braun-Bostich & Associates Inc.1,272
0.2% of portfolio›$265.2K
Certuity, LLC1,272
0.0% of portfolio›$265.2K
Clear Harbor Asset Management, LLC1,263
0.0% of portfolio›$263.3K
Knights of Columbus Asset Advisors LLC1,254
0.0% of portfolio›$261.4K
Seven Mile Advisory1,243
0.2% of portfolio›$259.1K
Davenport & Co LLC1,239
0.0% of portfolio›$258.4K
First Merchants Corp1,238
0.0% of portfolio›$258.1K
Riversedge Advisors, LLC1,227
0.0% of portfolio›$255.8K
Grey Ledge Advisors, LLC1,226
0.1% of portfolio›$255.7K
Hoxton Planning & Management, LLC1,220
0.1% of portfolio›$254.3K
Wealthcare Advisory Partners LLC1,214
0.0% of portfolio›$253.1K
Oppenheimer & Co Inc1,210
0.0% of portfolio›$252.3K
JGP Wealth Management, LLC1,204
0.0% of portfolio›$251.0K
Integrated Advisors Network LLC1,189
0.0% of portfolio›$247.9K
Intergy Private Wealth, LLC1,177
0.1% of portfolio›$245.4K
Birch Financial Group, LLC1,172
0.1% of portfolio›$244.3K
Advisor OS, LLC1,139
0.0% of portfolio›$237.5K
International Assets Investment Management, LLC1,136
0.0% of portfolio›$239.5K
Calamos Advisors LLC1,136
0.0% of portfolio›$236.8K
Fifth Third Wealth Advisors LLC1,135
0.0% of portfolio›$236.7K
Avidian Wealth Enterprises, LLC1,127
0.0% of portfolio›$235.0K
Beaumont Financial Advisors, LLC1,114
0.0% of portfolio›$232.2K
Argos Wealth Advisors, LLC1,085
0.1% of portfolio›$226.2K
Klingman & Associates, LLC1,081
0.0% of portfolio›$225.4K
Capital Investment Advisory Services, LLC1,071
0.0% of portfolio›$223.3K
Center For Asset Management LLC1,065
0.1% of portfolio›$222.0K
Legacy Capital Wealth Partners, LLC1,061
0.0% of portfolio›$221.2K
Brookstone Capital Management1,050
0.0% of portfolio›$218.8K
180 Wealth Advisors, LLC1,042
0.0% of portfolio›$217.2K
American Institute for Advanced Investment Management, LLP1,030
0.1% of portfolio›$214.7K
Simplicity Wealth,LLC1,029
0.0% of portfolio›$214.5K
Stackstone Wealth, LLC1,027
0.0% of portfolio›$214.1K
Exchange Traded Concepts, LLC1,022
0.0% of portfolio›$213.1K
Sunpointe, LLC1,021
0.1% of portfolio›$212.9K
VestGen Advisors, LLC1,020
0.0% of portfolio›$212.7K
Pacific Capital Wealth Advisors, Inc.1,014
0.0% of portfolio›$211.4K
M Holdings Securities, Inc.1,009
0.0% of portfolio›$235
D'Orazio & Associates, Inc.996
0.0% of portfolio›$207.6K
Piedmont Capital Management, LLC991
0.1% of portfolio›$206.6K
Moody National Bank Trust Division989
0.0% of portfolio›$206.2K
RBA Wealth Management, LLC975
0.1% of portfolio›$203.3K
Veery Capital, LLC972
0.1% of portfolio›$202.6K
Turtle Creek Wealth Advisors, LLC966
0.0% of portfolio›$201.4K
Private Trust Co NA877
0.0% of portfolio›$182.8K
Owl Creek Wealth Partners LLC836
0.0% of portfolio›$174.3K
Spire Wealth Management823
0.0% of portfolio›$171.5K
Beutel, Goodman & Co Ltd.750
0.0% of portfolio›$156
Eastern Bank724
0.0% of portfolio›$150.9K
Ascentis Wealth Management, LLC715
0.0% of portfolio›$149.1K
Salomon & Ludwin, LLC715
0.0% of portfolio›$149.1K
TD Private Client Wealth LLC706
0.0% of portfolio›$147.2K
Leonteq Securities AG670
0.0% of portfolio›$139.7K
American Capital Advisory, LLC656
0.0% of portfolio›$136.8K
Larson Financial Group LLC651
0.0% of portfolio›$135.7K
Grove Bank & Trust605
0.0% of portfolio›$126.1K
Root Financial Partners, LLC586
0.0% of portfolio›$122.2K
James T. Borello RIA554
0.0% of portfolio›$115.5K
Parkside Financial Bank & Trust515
0.0% of portfolio›$107.4K
Westside Investment Management, Inc.502
0.0% of portfolio›$104.7K
First Horizon Corp482
0.0% of portfolio›$100.5K
Alta Capital Management LLC/478
0.0% of portfolio›$99.7K
North Star Investment Management Corp.465
0.0% of portfolio›$96.9K
Pension & Wealth Management Advisors, Inc.453
0.0% of portfolio›$94.4K
Fortitude Family Office, LLC452
0.0% of portfolio›$94.2K
Hazlett, Burt & Watson, Inc.415
0.0% of portfolio›$87
Cape Investment Advisory, Inc.408
0.0% of portfolio›$85.1K
Elyxium Wealth, LLC408
0.0% of portfolio›$85.1K
Cullen T Bankers, Inc.402
0.0% of portfolio›$83.8K
Loring Wolcott & Coolidge Fiduciary Advisors LLP370
0.0% of portfolio›$77.1K
Syntax Research, Inc.356
0.1% of portfolio›$74.2K
Proathlete Wealth Management LLC349
0.0% of portfolio›$72.8K
Harbor Investment Advisory, LLC319
0.0% of portfolio›$66.5K
Compass Wealth Management LLC300
0.0% of portfolio›$62.5K
Markowski Investments279
0.0% of portfolio›$58.2K
Wilkerson Advisory Group LLC276
0.0% of portfolio›$57.5K
Legacies Wealth LLC267
0.0% of portfolio›$55.7K
Rakuten Securities, Inc.262
0.0% of portfolio›$54.6K
FNY Investment Advisers, LLC250
0.0% of portfolio›$52
Putney Financial Group LLC240
0.0% of portfolio›$50.0K
Physician Wealth Advisors, Inc.236
0.0% of portfolio›$49.2K
Rossby Financial, LCC230
0.0% of portfolio›$48.0K
Key FInancial Inc227
0.0% of portfolio›$47.3K
Nisa Investment Advisors, LLC223
0.0% of portfolio›$46.5K
Silver Grove Financial Group, Inc.209
0.0% of portfolio›$43.6K
Bare Financial Services, Inc201
0.0% of portfolio›$41.9K
Activest Wealth Management200
0.0% of portfolio›$41.7K
Cherry Tree Wealth Management, LLC196
0.0% of portfolio›$40.9K
West Financial Advisors, LLC196
0.0% of portfolio›$40.9K
Foster Dykema Cabot & Partners, LLC180
0.0% of portfolio›$37.5K
WPG Advisers, LLC180
0.0% of portfolio›$37.5K
Ares Financial Consulting, LLC177
0.0% of portfolio›$36.9K
CoreCap Advisors, LLC173
0.0% of portfolio›$36.1K
JFS Wealth Advisors, LLC166
0.0% of portfolio›$34.6K
Ascentis Independent Advisors166
0.0% of portfolio›$34.6K
Mirae Asset Global Investments Co., Ltd.161
0.0% of portfolio›$33.6K
Signature Equity Partners, LLC158
0.0% of portfolio›$32.9K
Financial Consulate, Inc157
0.0% of portfolio›$32.7K
Maseco LLP154
0.0% of portfolio›$32.1K
American National Bank & Trust152
0.0% of portfolio›$31.7K
Elevation Wealth Partners, LLC150
0.0% of portfolio›$31.3K
Caitong International Asset Management Co., Ltd147
0.0% of portfolio›$30.6K
V-Square Quantitative Management LLC145
0.0% of portfolio›$30.2K
GoalVest Advisory LLC143
0.0% of portfolio›$29.8K
Mowery & Schoenfeld Wealth Management, LLC143
0.0% of portfolio›$29.8K
Kozak & Associates, Inc.140
0.0% of portfolio›$33.2K
Highline Wealth Partners LLC131
0.0% of portfolio›$27.4K
Hager Investment Management Services, LLC130
0.0% of portfolio›$27.1K
Pinnacle Bancorp, Inc.126
0.0% of portfolio›$26.3K
Princeton Global Asset Management LLC125
0.0% of portfolio›$26.1K
SJS Investment Consulting Inc.125
0.0% of portfolio›$26.1K
Financial Perspectives, Inc125
0.0% of portfolio›$26.1K
Montag A & Associates Inc120
0.0% of portfolio›$25.0K
Ninety One UK Ltd119
0.0% of portfolio›$24.8K
Adirondack Trust Co117
0.0% of portfolio›$24.4K
KFG LLC115
0.0% of portfolio›$24.0K
Aventus Investment Advisors, Inc.110
0.0% of portfolio›$22.9K
Creative Financial Designs Inc109
0.0% of portfolio›$22.7K
True Wealth Design, LLC98
0.0% of portfolio›$20.4K
Triumph Capital Management97
0.0% of portfolio›$20.2K
Financial Management Professionals, Inc.93
0.0% of portfolio›$19.4K
Retirement Wealth Solutions LLC90
0.0% of portfolio›$18.8K
TFC Financial Management, Inc.87
0.0% of portfolio›$18.1K
Albion Financial Group86
0.0% of portfolio›$17.9K
City Holding Co81
0.0% of portfolio›$16.9K
Arlington Trust Co LLC66
0.0% of portfolio›$13.8K
Hilltop National Bank64
0.0% of portfolio›$13.3K
Strengthening Families & Communities, LLC61
0.0% of portfolio›$12.8K
Planning Strategies Inc.61
0.0% of portfolio›$12.7K
United Financial Planning Group LLC60
0.0% of portfolio›$12.5K
UMB Private Wealth Management, LLC60
0.0% of portfolio›$12.5K
Jnba Financial Advisors57
0.0% of portfolio›$11.9K
Cassaday & Co Wealth Management LLC57
0.0% of portfolio›$11.9K
Trifecta Capital Advisors, LLC53
0.0% of portfolio›$11.1K
Morton Brown Family Wealth, LLC48
0.0% of portfolio›$10.0K
Archer Investment Corp46
0.0% of portfolio›$9.6K
Nemes Rush Group LLC45
0.0% of portfolio›$9.4K
Bayforest Capital Ltd41
0.0% of portfolio›$8.5K
Moisand Fitzgerald Tamayo, LLC40
0.0% of portfolio›$8.3K
GHP Investment Advisors, Inc.36
0.0% of portfolio›$7.5K
Birchwood Financial Partners, Inc.36
0.0% of portfolio›$7.5K
Financial Network Wealth Advisors LLC34
0.0% of portfolio›$7.1K
MV Capital Management, Inc.33
0.0% of portfolio›$6.9K
Tounjian Advisory Partners, LLC32
0.0% of portfolio›$6.7K
Bullock Wealth Management Group28
0.0% of portfolio›$5.9K
Pittenger & Anderson Inc28
0.0% of portfolio›$5.8K
Eukles Asset Management28
0.0% of portfolio›$5.8K
Gables Capital Management Inc.26
0.0% of portfolio›$5.4K
GK Wealth Management LLC25
0.0% of portfolio›$5.2K
Balance Wealth Partners LLC24
0.0% of portfolio›$5.0K
Y.D. More Investments Ltd20
0.0% of portfolio›$4.2K
Manchester Capital Management LLC19
0.0% of portfolio›$4.0K
Lodestone Wealth Management LLC18
0.0% of portfolio›$3.8K
Country Trust Bank17
0.0% of portfolio›$3.5K
CX Institutional17
0.0% of portfolio›$4
Breakwater Investment Management16
0.0% of portfolio›$3.3K
Bell Investment Advisors, Inc16
0.0% of portfolio›$3.3K
Decker Retirement Planning Inc.14
0.0% of portfolio›$2.9K
Gilpin Wealth Management, LLC14
0.0% of portfolio›$2.9K
Navigoe, LLC13
0.0% of portfolio›$2
Monetary Solutions, Ltd13
0.0% of portfolio›$2.7K
Nfsg Corp13
0.0% of portfolio›$2.7K
Burk Holdings LLC12
0.0% of portfolio›$2.5K
Elevated Capital Advisors, LLC12
0.0% of portfolio›$2.5K
Entrust Financial LLC12
0.0% of portfolio›$2.5K
Bernzott Capital Advisors11
0.0% of portfolio›$2.3K
Godsey & Gibb, Inc10
0.0% of portfolio›$2.1K
Wolff Wiese Magana LLC10
0.0% of portfolio›$2.1K
Trust Co of Vermont9
0.0% of portfolio›$1.9K
Advocate Investing Services LLC9
0.0% of portfolio›$1.9K
Pacifica Partners Inc.8
0.0% of portfolio›$1.7K
Transce3nd, LLC6
0.0% of portfolio›$1.4K
Nvest Wealth Strategies, Inc.6
0.0% of portfolio›$1.3K
Barnes Dennig Private Wealth Management LLC6
0.0% of portfolio›$1.3K
Richardson Financial Services Inc.6
0.0% of portfolio›$1.3K
Carolina Wealth Advisors, LLC6
0.0% of portfolio›$1.3K
Abound Wealth Management5
0.0% of portfolio›$1.0K
Brown, Lisle Ings, Inc.4
0.0% of portfolio›$834
Center for Financial Planning, Inc.4
0.0% of portfolio›$833
Mosley Wealth Management3
0.0% of portfolio›$675
Meriwether Wealth & Planning, LLC3
0.0% of portfolio›$625
StrongBox Wealth, LLC2
0.0% of portfolio›$417
Compass Financial Management LLC1
0.0% of portfolio›$208
Kingdom Financial Group Llc.0
0.0% of portfolio›$14
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Principal Financial Group Inc
539,377$112.4M0.1%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
248,495$51.8M0.0%CoreLowNew York, NY2026-11-05
Fort Washington Investment Advisors Inc
221,642$46.2M0.2%CoreLowCincinnati, OH2026-10-15
AMF Tjanstepension AB
195,895$40.8M0.2%GrowthLowStockholm, Sweden2026-10-22
Sustainable Growth Advisers, LP
192,096$40.0M0.4%GrowthMediumStamford, CT2026-10-15
Coerente Capital Management
164,381$34.3M6.0%CoreVery LowToronto, Australia2026-10-29
Creative Planning
158,206$33.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Deprince Race & Zollo Inc
134,421$28.0M0.5%Deep ValueHighWinter Park, FL2026-10-13
Blue Grotto Capital, LLC
130,000$27.1M1.9%GARPVery HighAtlanta, GA2026-11-04
Assetmark, Inc
126,942$26.5M0.0%ETFLowConcord, CA2026-10-21
Riverbridge Partners LLC
123,880$25.8M0.8%GrowthLowMinneapolis, MN2026-11-05
Obermeyer Wealth Partners
117,765$24.6M1.0%GrowthLowAspen, CO2026-10-21
Dimensional Fund Advisors LP
111,028$23.1M0.0%IndexLowAustin, TX2026-11-04
Cardinal Capital Management, Inc.
90,908$19.0M0.4%ValueLowWinnipeg, Argentina2026-10-16
Wealth Enhancement Advisory Services, LLC
87,443$4.9M0.0%CoreLowPlymouth, MN2026-10-13
Ethic Inc.
86,667$18.1M0.2%CoreLowNew York, NY2026-11-03
Allspring Global Investments Holdings, LLC
86,046$18.1M0.0%CoreMediumCharlotte, NC2026-11-04
Crossmark Global Holdings, Inc.
77,138$16.1M0.2%GARPMediumHouston, TX2026-10-21
Citigroup Inc
75,140$15.7M0.0%CoreMediumNew York, NY2026-11-04
Value Partners Investments Inc.
68,844$14.4M1.0%ValueMediumWinnipeg, Argentina2026-10-19
NorthCrest Asset Manangement, LLC
64,174$13.6M0.3%GrowthLowPlymouth, MN2026-10-13
Oppenheimer Asset Management Inc.
63,548$13.2M0.1%CoreMediumNew York, NY2026-10-27
Cambiar Investors LLC
63,387$13.2M0.5%ValueMediumDenver, CO2026-11-04
Kornitzer Capital Management Inc
61,000$12.7M0.3%CoreLowShawnee Mission, KS2026-11-03
Truist Financial Corp
60,535$12.6M0.0%CoreLowCharlotte, NC2026-10-30
MacKenzie Financial Corp
54,004$11.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Boston Common Asset Management, LLC
48,636$10.1M0.6%CoreLowBoston, MA2026-10-13
Equitable Trust Co
46,494$9.7M0.4%CoreLowNashville, TN2026-10-13
Guardian Partners Inc.
44,370$9.3M0.8%ValueMediumToronto, South Africa2026-10-21
Henry James International Management Inc.
43,913$9.2M2.8%GARPLowNew York, NY2026-10-14
Vise Technologies, Inc.
39,232$8.2M0.1%IndexLowNew York, NY2026-10-29
Quadrant Capital Group LLC
36,912$8.1M0.2%CoreLowCincinnati, OH2026-10-20
Moran Wealth Management, LLC
33,808$7.0M0.2%CoreMediumNaples, FL2026-10-22
SeaBridge Investment Advisors LLC
29,915$6.2M0.8%GrowthMediumSummit, NJ2026-11-02
Cardinal Capital Management
28,310$5.9M0.7%ValueVery LowRaleigh, NC2026-10-21
Cohen Klingenstein LLC
28,032$5.8M0.2%CoreVery LowNew York, NY2026-10-15
Bretton Capital Management, LLC
28,000$5.8M4.9%ValueVery LowSan Francisco, CA2026-10-22
Bochk Asset Management Ltd
25,790$5.4M0.8%Agg GrowthVery HighHong Kong, South Korea2026-10-29
Atria Investments, Inc
25,276$5.3M0.1%CoreMediumCharlotte, NC2026-10-15
Fulton Breakefield Broenniman LLC
25,244$5.3M0.3%GrowthLowBethesda, MD2026-11-03
Lido Advisors, LLC
25,161$5.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Evergreen Capital Management LLC
25,107$5.2M0.1%GARPMediumBellevue, WA2026-10-23
Calamos Wealth Management LLC
24,996$5.2M0.1%GrowthMediumNaperville, IL2026-11-02
NIA Impact Advisors, LLC
24,726$5.2M2.2%CoreMediumOakland, CA2026-11-04
Park Avenue Securities LLC
22,811$4.8K0.0%ETFMediumNew York, NY2026-10-26
Hollow Brook Wealth Management LLC
22,406$4.7M0.8%CoreLowKatonah, NY2026-10-29
Signaturefd, LLC
22,396$4.7M0.1%IndexLowAtlanta, GA2026-10-23
Capital Investment Counsel, Inc
21,949$4.6M0.5%GrowthVery LowRaleigh, NC2026-10-20
Parr Mcknight Wealth Management Group, LLC
21,169$4.4M0.5%CoreMediumMinneapolis, MN2026-10-30
Eagle Global Advisors LLC
20,685$4.3M0.1%CoreLowHouston, TX2026-11-02
Asio Capital, LLC
20,190$4.2M0.5%GrowthMediumLexington, KY2026-10-19
Prospera Financial Services Inc
20,148$4.7M0.1%CoreMediumDallas, TX2026-11-04
TD Waterhouse Canada Inc.
19,451$4.1M0.0%CoreLowToronto, Australia2026-10-16
Factory Mutual Insurance Co
19,324$4.0M0.0%GrowthLowWaltham, MA2026-10-30
Louisbourg Investments Inc.
17,880$3.7M0.7%GARPMediumDieppe, Armenia2026-10-20
Keybank National Association
17,221$3.6M0.0%CoreLowBrooklyn, OH2026-11-04
Jcic Asset Management Inc.
16,824$3.5M1.4%GrowthMediumToronto, Australia2026-10-30
Monte Financial Group, LLC
16,470$3.4M1.2%ValueMediumGuilford, CT2026-11-02
Commonwealth Equity Services, LLC
15,429$3.2M0.0%ETFLowWaltham, MA2026-11-02
Aaron Wealth Advisors LLC
15,410$3.2M0.2%GrowthMediumChicago, IL2026-10-13
HB Wealth Management, LLC
15,301$3.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Pzena Investment Management LLC
14,985$3.1M0.0%Deep ValueMediumNew York, NY2026-10-30
Elevation Point Wealth Partners, LLC
14,951$3.1M0.1%CoreHighDenver, CO2026-11-05
Hennion & Walsh Asset Management, Inc.
14,844$3.1M0.1%ValueMediumParsippany, NJ2026-10-13
Bailard, Inc.
14,759$3.1M0.1%GrowthMediumFoster City, CA2026-10-13
Legacy Wealth Asset Management, LLC
14,453$3.0M0.7%GARPMediumWoodbury, MN2026-10-09
Morguard Lincluden Global Investments Ltd
14,187$3.0K0.0%Deep ValueLowMississauga, Australia2026-10-28
Sterling Investment Management, LLC
13,925$2.9M1.6%CoreMediumTucson, AZ2026-10-16
CIBC Asset Management Inc
13,815$2.9M0.0%GARPLowToronto, South Africa2026-11-05
Burkett Asset Management Ltd
12,650$2.6M2.5%ValueMediumVictoria, UAE2026-10-13
Choreo, LLC
12,276$2.6M0.0%IndexLowRockford, IL2026-10-28
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
12,031$2.5M0.1%CoreHighTurin, Latvia2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
11,937$2.5M0.0%IndexVery LowTokyo, Mexico2026-11-05
GC Wealth Management RIA, LLC
11,586$2.4M0.1%GrowthMediumCambridge, MA2026-11-02
Concurrent Investment Advisors, LLC
11,075$2.3M0.0%GrowthMediumTampa, FL2026-10-16
Frank, Rimerman Advisors LLC
10,952$2.3M0.1%GrowthLowPalo Alto, CA2026-10-16
Diversify Wealth Management, LLC
10,933$2.5M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
10,933$2.5M0.0%GrowthLowSandy, UT2026-10-20
Cox Capital Mgt LLC
10,739$2.2M1.3%GrowthMediumAndover, MA2026-10-07
Cidel Asset Management Inc
10,654$2.2M0.1%CoreMediumToronto, Australia2026-10-29
Weatherly Asset Management L. P.
9,801$2.0M0.1%GrowthVery LowDel Mar, CA2026-10-20
Stablepoint Partners, LLC
9,714$2.0M0.3%CoreLowBraintree, MA2026-11-03
Fiduciary Alliance LLC
9,464$2.0M0.1%CoreMediumGreenville, SC2026-10-13
Highland Capital Management, LLC
9,460$2.0M0.1%GrowthMediumMemphis, TN2026-10-26
First Affirmative Financial Network
9,396$2.0M0.4%CoreN/AColorado Springs, CO2026-10-21
Parallel Advisors, LLC
9,380$2.0M0.0%IndexLowSan Francisco, CA2026-11-03
Lockheed Martin Investment Management Co
9,360$2.0M0.1%GrowthMediumBethesda, MD2026-11-04
Cravens & Co Advisors, LLC
8,781$1.8M1.2%CoreMediumCookeville, TN2026-10-16
Channing Global Advisors, LLC
8,771$1.8M1.0%CoreMediumFort Lauderdale, FL2026-11-03
Prime Capital Investment Advisors, LLC
8,578$1.8M0.0%ETFLowOverland Park, KS2026-10-20
Live Oak Private Wealth LLC
8,500$1.8M0.2%ValueLowWilmington, NC2026-11-02
Kestra Private Wealth Services, LLC
8,483$1.8M0.0%GrowthLowAustin, TX2026-10-30
Perigon Wealth Management, LLC
8,352$1.7M0.0%GrowthLowSan Francisco, CA2026-10-22
Cornerstone Planning, LLC
8,271$1.4M0.3%CoreMediumCharlotte, NC2026-10-27
Euro Pacific Asset Management, LLC
8,032$1.7M0.2%GARPLowDorado, PR2026-11-03
Vest Financial, LLC
7,873$1.6M0.0%ValueMediumMclean, VA2026-10-21
J.Safra Asset Management Corp
7,530$1.6M0.1%ETFLowNew York, NY2026-11-03
Sterling Capital Management LLC
7,457$1.6M0.0%GARPMediumCharlotte, NC2026-10-22
Perpetual Ltd
7,404$1.5M0.0%ValueMediumSydney, New South Wales, China2026-10-13
Analyst IMS Investment Management Services Ltd.
7,400$1.5K0.0%ETFLowTel-Aviv, Luxembourg2026-11-05
Farther Finance Advisors, LLC
7,399$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
7,377$1.5K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
7,286$1.5M0.0%CoreLowAustin, TX2026-11-02
Asset Management One Co., Ltd.
7,219$1.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Burney Co/
7,179$1.5M0.0%GARPMediumReston, VA2026-10-15
Americana Partners, LLC
7,034$1.5M0.0%CoreMediumHouston, TX2026-10-28
SevenBridge Financial Group, LLC
7,032$1.6M0.2%CoreLowHarrisburg, PA2026-10-26
Henshaw Capital LLC
6,954$1.4M0.0%GrowthVery LowWoburn, MA2026-11-03
DMC Group, LLC
6,635$1.4M1.0%CoreMediumBirmingham, AL2026-10-26
Gamma Investing LLC
6,594$1.4M0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
6,305$1.3M0.1%GARPLowMansfield, OH2026-10-27
Abel Hall, LLC
6,297$1.3M0.2%CoreMediumBaton Rouge, LA2026-10-19
Sendero Wealth Management, LLC
6,011$1.3M0.1%GARPLowSan Antonio, TX2026-10-14
Lanark Financial, Inc.
5,970$1.2M0.1%CoreMediumBirmingham, AL2026-10-26
May Hill Capital, LLC
5,800$1.2M0.2%ETFLowCohasset, MA2026-11-03
Family Legacy Financial Solutions, LLC
5,762$1.2M0.7%Agg GrowthMediumCary, NC2026-10-07
Asset Dedication, LLC
5,610$1.2M0.1%ETFLowSan Francisco, CA2026-11-03
Chiron Capital Management, LLC
5,607$1.2M1.2%YieldMediumTallahassee, FL2026-10-15
Mitchell & Pahl Private Wealth, LLC
5,581$1.2M0.4%CoreVery LowOklahoma City, OK2026-10-14
Capstone Capital Management Ltd
5,563$1.2M0.5%GrowthVery HighHong Kong, South Korea2026-10-21
Confluence Investment Management LLC
5,491$1.1M0.0%ValueMediumSt. Louis, MO2026-10-01
Altfest L J & Co Inc
5,419$1.1M0.1%ETFHighNew York, NY2026-10-27
Kathmere Capital Management, LLC
5,373$1.1M0.1%ETFLowWayne, PA2026-10-20
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,287$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Moneco Advisors, LLC
5,234$1.1M0.1%ETFLowFairfield, CT2026-11-05
Xponance LLC
5,192$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Northern Financial Advisors Inc
5,163$1.1M0.7%CoreLowBloomfield Hills, MI2026-10-29
Versant Capital Management, Inc
4,965$1.0M0.1%GARPLowPhoenix, AZ2026-10-02
Dynamic Advisor Solutions LLC
4,953$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
PDS Planning, Inc
4,755$991.3K0.1%IndexVery LowDublin, OH2026-11-03
Profund Advisors LLC
4,746$989.4K0.0%GrowthLowBethesda, MD2026-10-29
Argonautica Private Wealth Management, Inc
4,701$980.1K0.2%GrowthLowWellesley, MA2026-11-02
Boston Trust Walden Corp
4,658$971.1K0.0%CoreLowBoston, MA2026-10-30
Trust Point Inc.
4,519$942.1K0.1%CoreMediumLa Crosse, WI2026-10-27
Ridgewood Investments LLC
4,414$920.2K0.3%ValueMediumSpringfield, NJ2026-10-05
Miller Global Investments, LLC
4,238$883.5K0.7%ValueMediumDallas, TX2026-10-02
YHB Investment Advisors, Inc.
4,104$855.6K0.1%GrowthLowWest Hartford, CT2026-10-08
Valeo Financial Advisors, LLC
4,005$835.0K0.0%ETFLowCarmel, IN2026-10-08
Ping Capital Management, Inc.
4,000$833.9K0.2%YieldMediumNew York, NY2026-10-13
Vann Equity Management LLC
3,991$832.1K0.5%GrowthMediumPlano, TX2026-10-08
HUB Investment Partners, LLC
3,985$830.7K0.0%GrowthLowAustin, TX2026-11-03
Canandaigua National Bank & Trust Co
3,950$823.5K0.1%CoreVery LowCanandaigua, NY2026-10-07
Sowell Financial Services LLC
3,926$818.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Journey Advisory Group, LLC
3,883$809.5K0.1%CoreMediumCovington, KY2026-11-04
Acumen Wealth Advisors, LLC
3,874$807.7K0.1%GrowthHighChattanooga, TN2026-11-05
Sigma Planning Corp
3,814$795.1K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sagespring Wealth Partners, LLC
3,764$784.6K0.0%ETFLowFranklin, TN2026-10-22
Ascent Group, LLC
3,738$779.2K0.0%CoreLowVirginia Beach, VA2026-10-30
Renasant Bank
3,705$772.4K0.5%CoreMediumTupelo, MS2026-11-05
Angeles Wealth Management, LLC
3,659$762.8K0.0%ETFLowSanta Monica, CA2026-10-26
Balentine LLC
3,646$760.1K0.0%ETFLowAtlanta, GA2026-11-03
Modera Wealth Management, LLC
3,579$746.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Tctc Holdings, LLC
3,561$742.4K0.0%ValueVery LowDallas, TX2026-11-02
Resonant Capital Advisors, LLC
3,512$732.2K0.0%ETFLowMadison, WI2026-10-15
Brucke Financial, Inc.
3,476$724.7K0.3%GrowthMediumIndianapolis, IN2026-10-23
Sage Rhino Capital LLC
3,451$719.5K0.1%ETFLowMenlo Park, CA2026-10-28
Alps Advisors Inc
3,446$718.4K0.0%YieldLowDenver, CO2026-11-03
LVW Advisors, LLC
3,426$714.3K0.1%CoreMediumPittsford, NY2026-10-19
Anchyra Partners LLC
3,407$710.3K0.1%CoreLowAtlanta, GA2026-10-13
Gryphon Financial Partners LLC
3,394$707.6K0.1%IndexLowColumbus, OH2026-11-04
Adkins Seale Capital Management LLC
3,388$706.3K0.6%CoreVery LowShreveport, LA2026-10-27
Howard Capital Management Group, LLC
3,375$703.6K0.0%GrowthVery LowLos Angeles, CA2026-10-16
EverSource Wealth Advisors, LLC
3,373$703.3K0.0%CoreMediumBirmingham, AL2026-11-04
BKM Wealth Management, LLC
3,299$687.8K0.2%GrowthLowBrookfield, WI2026-10-22
Greenleaf Trust
3,204$668.0K0.0%CoreLowKalamazoo, MI2026-10-29
Marks Group Wealth Management, Inc
3,146$655.9K0.1%CoreMediumMinnetonka, MN2026-11-05
Unique Wealth Strategies, LLC
3,135$483.1K0.2%CoreMediumBurr Ridge, IL2026-10-13
Vontobel Holding Ltd.
3,132$653.2K0.0%CoreMediumZurich, Switzerland2026-10-16
Mission Wealth Management, LP
3,129$652.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Apollon Wealth Management, LLC
3,057$637.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
RFG Advisory, LLC
3,010$627.4K0.0%ETFMediumBirmingham, AL2026-11-03
Aprio Wealth Management, LLC
2,999$625.2K0.0%ETFMediumAtlanta, GA2026-10-28
Investors Research Corp
2,995$624.4K0.1%ETFLowAtlanta, GA2026-10-07
Meridian Wealth Management, LLC
2,850$594.2K0.0%GrowthLowLexington, KY2026-11-05
Portside Wealth Group, LLC
2,847$593.5K0.1%CoreMediumProvo, UT2026-10-20
Signature Estate & Investment Advisors LLC
2,846$593.3K0.0%ETFMediumLos Angeles, CA2026-10-13
55 North Private Wealth, LLC
2,752$573.7K0.1%ETFLowWinter Park, FL2026-10-20
Axxcess Wealth Management, LLC
2,720$567.1K0.0%CoreLowCarlsbad, CA2026-10-21
Greenspring Advisors, LLC
2,682$559.3K0.0%ETFVery LowTowson, MD2026-11-05
Gibbs Wealth Management
2,669$556.4K0.1%CoreLowAlpharetta, GA2026-10-22
71 West Capital Partners
2,636$549.6K0.0%IndexVery LowBoston, MA2026-11-04
Yousif Capital Management, LLC
2,635$549.3K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Tritonpoint Wealth, LLC
2,611$544.3K0.1%CoreLowChevy Chase, MD2026-10-19
Krilogy Financial LLC
2,600$566.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Fulton Bank, N.A.
2,596$541.2K0.0%CoreLowLancaster, PA2026-10-14
Foster Victor Wealth Advisors, LLC
2,593$586.0K0.0%CoreMediumGreenville, SC2026-10-21
B. Riley Wealth Advisors, Inc.
2,522$525.7K0.0%GrowthLowMemphis, TN2026-10-13
Brighton Jones LLC
2,453$511.3K0.0%CoreVery LowSeattle, WA2026-11-03
Blue Trust, Inc.
2,437$508.1K0.0%ETFLowBrentwood, TN2026-10-15
Ashton Thomas Private Wealth, LLC
2,433$507.3K0.0%CoreMediumScottsdale, AZ2026-11-03
FSM Wealth Advisors, LLC
2,431$516.3K0.1%ETFLowCleveland, OH2026-10-27
Veratis Advisors, Inc.
2,418$504.1K0.4%ETFN/ACary, NC2026-11-03
Summit Wealth Group LLC / Co
2,414$503.3K0.0%ETFHighColorado Springs, CO2026-10-29
Pinnacle Associates LTD
2,317$483.0K0.0%CoreLowNew York, NY2026-10-20
Pine Haven Investment Counsel, Inc
2,285$476.4K0.3%CoreVery LowFairhaven, MA2026-11-02
MGO One Seven LLC
2,159$450.1K0.0%GrowthLowBeachwood, OH2026-10-28
Certior Financial Group, LLC
2,156$449.5K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Nicholas Hoffman & Company, Llc.
2,144$447.0K0.0%ETFVery LowAtlanta, GA2026-10-30
LCM Capital Management Inc
2,112$440.3K0.2%GrowthVery LowChicago, IL2026-10-20
Nolet Wealth Management, LLC
2,105$438.9K0.2%ETFMediumFort Worth, TX2026-10-15
Norden Group LLC
2,103$438.5K0.0%GrowthMediumProvo, UT2026-10-20
Traveka Wealth, LLC
2,100$437.8K0.1%ETFLowLos Altos, CA2026-10-19
First Bank & Trust
2,098$437.4K0.1%CoreLowBrookings, SD2026-10-19
Wedmont Private Capital
2,052$435.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Mather Group, Llc.
2,040$425.2K0.0%ETFMediumChicago, IL2026-10-14
Beacon Financial Group
1,999$416.8K0.0%ETFMediumDallas, TX2026-10-19
Kingswood Wealth Advisors, LLC
1,984$413.6K0.0%GrowthLowSan Diego, CA2026-10-23
Cromwell Holdings LLC
1,923$400.9K0.2%IndexLowJackson, WY2026-10-28
Bond & Devick Financial Network, Inc.
1,900$396.1K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Crestwood Advisors Group, LLC
1,895$395.0K0.0%GrowthLowBoston, MA2026-10-27
Diversified Enterprises, LLC
1,853$386.3K0.0%ETFVery LowWilmington, DE2026-10-19
Apella Capital, LLC
1,825$383.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
Roman Butler Fullerton & Co
1,824$412.4K0.1%GrowthMediumSt Louis, MO2026-10-27
Old National Bancorp
1,778$370.7K0.0%CoreLowEvansville, IN2026-10-20
MMA Asset Management LLC
1,746$364.0K0.1%ETFMediumNew York, NY2026-11-02
Five Oceans Advisors
1,726$359.8K0.1%ETFVery LowCarlsbad, CA2026-10-22
Ejmk Ventures LLC
1,719$358.4K0.2%GrowthMediumItasca, IL2026-10-21
Focus Financial Network, Inc.
1,694$353.2K0.0%ETFLowMinneapolis, MN2026-10-14
OpenArc Corporate Advisory, LLC
1,692$352.7K0.0%GrowthLowAtlanta, GA2026-10-21
Canopy Partners, LLC
1,683$350.9K0.1%GrowthLowCincinnati, OH2026-10-28
Partners Wealth Management, LLC
1,677$349.6K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Gateway Investment Advisers LLC
1,670$348.2K0.0%GrowthLowCincinnati, OH2026-10-13
Rosenberg Matthew Hamilton
1,642$342.3K0.1%ETFVery LowGrand Junction, CO2026-10-05
Abacus Wealth Partners, LLC
1,642$342.3K0.0%ETFLowSanta Monica, CA2026-11-03
AMG National Trust Bank
1,620$337.7K0.0%ETFLowGreenwood Village, CO2026-11-05
D.A. Davidson & Co.
1,619$337.7K0.0%CoreLowGreat Falls, MT2026-10-28
Foster Group, Inc.
1,596$332.7K0.0%ETFVery LowUrbandale, IA2026-10-13
SBI Securities Co., Ltd.
1,582$329.8K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Park National Corp
1,582$329.8K0.0%CoreLowNewark, OH2026-10-05
Regions Financial Corp
1,577$328.8K0.0%CoreLowBirmingham, AL2026-11-05
Indivisible Partners
1,564$326.1K0.0%GrowthMediumClearwater, FL2026-10-26
Gallacher Capital Management LLC
1,548$322.8K0.3%ValueMediumLone Tree, CO2026-10-30
High Note Wealth, LLC
1,539$320.9K0.1%ETFVery LowDeephaven, MN2026-10-27
AA Financial Advisors, LLC
1,527$318.3K0.0%ETFMediumColumbus, OH2026-10-19
Thrivent Financial for Lutherans
1,509$3160.0%GARPMediumMinneapolis, MN2026-11-05
Moody Lynn Lieberson & Walker, LLC
1,499$312.5K0.0%MomentumLowBoston, MA2026-10-14
Provenance Wealth Advisors, LLC
1,492$311.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Sentinel Trust Co LBA
1,488$3100.0%ETFVery LowHouston, TX2026-11-03
IFP Advisors, Inc
1,478$308.1K0.0%GrowthLowTampa, FL2026-10-16
Soltis Investment Advisors LLC
1,473$307.1K0.0%CoreMediumSt. George, UT2026-10-28
Walkner Condon Financial Advisors LLC
1,449$302.1K0.0%ETFLowVerona, WI2026-11-02
Koshinski Asset Management, Inc.
1,409$293.7K0.0%ETFLowDecatur, IL2026-10-29
Cowa, LLC
1,407$293.3K0.1%ETFMediumTulsa, OK2026-10-30
StoneX Group Inc.
1,398$286.1K0.0%ETFMediumNew York, NY2026-11-03
Independence Bank of Kentucky
1,350$281.4K0.0%GrowthLowOwensboro, KY2026-10-26
XXI Wealth, LLC
1,340$279.4K0.1%GrowthLowChicago, IL2026-10-22
Avestar Capital, LLC
1,338$278.9K0.0%GrowthLowNew York, NY2026-10-28
True North Advisors, LLC
1,337$278.8K0.0%CoreMediumDallas, TX2026-10-22
Baker Tilly Wealth Management, LLC
1,317$274.6K0.1%GrowthLowMadison, WI2026-10-05
Enterprise Financial Services Corp
1,307$272.5K0.1%CoreVery LowClayton, MO2026-11-03
Facet Wealth, Inc.
1,305$272.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Marino, Stram & Associates LLC
1,301$271.2K0.0%ETFVery LowBraintree, MA2026-10-22
Pembroke Management, LTD
1,300$271.0K0.0%GARPMediumMontreal, Austria2026-10-21
Midwest Trust Co
1,296$270.2K0.0%CoreLowOverland Park, KS2026-10-22
Capital Square, LLC
1,293$269.6K0.1%YieldMediumAthens, TN2026-10-19
China Universal Asset Management Co., Ltd.
1,292$272.4K0.0%GrowthMediumShanghai, France2026-10-28
Baron Wealth Management LLC
1,283$267.5K0.1%CoreLowTroy, MI2026-10-27
Malaga Cove Capital, LLC
1,283$267.5K0.1%GrowthLowPv Estates, CA2026-10-23
Braun-Bostich & Associates Inc.
1,272$265.2K0.2%ETFMediumCanonsburg, PA2026-10-20
Certuity, LLC
1,272$265.2K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Clear Harbor Asset Management, LLC
1,263$263.3K0.0%CoreLowStamford, CT2026-11-05
Knights of Columbus Asset Advisors LLC
1,254$261.4K0.0%CoreMediumNew Haven, CT2026-11-05
Seven Mile Advisory
1,243$259.1K0.2%GrowthLowTallahassee, FL2026-10-22
Davenport & Co LLC
1,239$258.4K0.0%CoreMediumRichmond, VA2026-10-14
First Merchants Corp
1,238$258.1K0.0%GrowthLowMuncie, IN2026-10-15
Riversedge Advisors, LLC
1,227$255.8K0.0%ETFMediumWilmington, DE2026-10-09
Grey Ledge Advisors, LLC
1,226$255.7K0.1%CoreLowGuilford, CT2026-11-02
Hoxton Planning & Management, LLC
1,220$254.3K0.1%ETFLowShepherdstown, WV2026-10-15
Wealthcare Advisory Partners LLC
1,214$253.1K0.0%ETFLowWest Chester, PA2026-10-21
Oppenheimer & Co Inc
1,210$252.3K0.0%CoreLowNew York, NY2026-10-26
JGP Wealth Management, LLC
1,204$251.0K0.0%CoreLowBend, OR2026-10-13
Integrated Advisors Network LLC
1,189$247.9K0.0%GrowthMediumDallas, TX2026-10-20
Intergy Private Wealth, LLC
1,177$245.4K0.1%ETFVery LowColorado Springs, CO2026-10-16
Birch Financial Group, LLC
1,172$244.3K0.1%CoreLowKeene, NH2026-10-27
Advisor OS, LLC
1,139$237.5K0.0%ETFMediumChicago, IL2026-11-03
International Assets Investment Management, LLC
1,136$239.5K0.0%CoreVery HighOrlando, FL2026-11-02
Calamos Advisors LLC
1,136$236.8K0.0%GrowthMediumNaperville, IL2026-11-02
Fifth Third Wealth Advisors LLC
1,135$236.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Avidian Wealth Enterprises, LLC
1,127$235.0K0.0%ETFLowHouston, TX2026-10-08
Beaumont Financial Advisors, LLC
1,114$232.2K0.0%GrowthMediumNeedham, MA2026-10-22
Argos Wealth Advisors, LLC
1,085$226.2K0.1%GrowthLowSacramento, CA2026-11-02
Klingman & Associates, LLC
1,081$225.4K0.0%ETFVery LowNew York, NY2026-10-20
Capital Investment Advisory Services, LLC
1,071$223.3K0.0%CoreMediumRaleigh, NC2026-10-30
Center For Asset Management LLC
1,065$222.0K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
Legacy Capital Wealth Partners, LLC
1,061$221.2K0.0%CoreMediumLittle Rock, AR2026-10-21
Brookstone Capital Management
1,050$218.8K0.0%ETFMediumWheaton, IL2026-10-22
180 Wealth Advisors, LLC
1,042$217.2K0.0%CoreLowFederal Way, WA2026-11-03
American Institute for Advanced Investment Management, LLP
1,030$214.7K0.1%ETFLowScottsdale, AZ2026-11-03
Simplicity Wealth,LLC
1,029$214.5K0.0%ETFLowSummit, NJ2026-10-23
Stackstone Wealth, LLC
1,027$214.1K0.0%CoreN/ADubuque, IA2026-10-19
Exchange Traded Concepts, LLC
1,022$213.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Sunpointe, LLC
1,021$212.9K0.1%GrowthMediumSt. Louis, MO2026-10-22
VestGen Advisors, LLC
1,020$212.7K0.0%GrowthMediumChicago, IL2026-10-27
Pacific Capital Wealth Advisors, Inc.
1,014$211.4K0.0%ETFLowCorona, CA2026-10-22
M Holdings Securities, Inc.
1,009$2350.0%ETFHighPortland, OR2026-11-03
D'Orazio & Associates, Inc.
996$207.6K0.0%ETFLowVienna, VA2026-11-04
Piedmont Capital Management, LLC
991$206.6K0.1%CoreLowGreensboro, NC2026-10-21
Moody National Bank Trust Division
989$206.2K0.0%CoreMediumGalveston, TX2026-10-06
RBA Wealth Management, LLC
975$203.3K0.1%ValueMediumNewport Beach, CA2026-10-28
Veery Capital, LLC
972$202.6K0.1%ETFVery LowWilmington, DE2026-10-07
Turtle Creek Wealth Advisors, LLC
966$201.4K0.0%GrowthLowDallas, TX2026-10-15
Private Trust Co NA
877$182.8K0.0%CoreLowCleveland, OH2026-10-20
Owl Creek Wealth Partners LLC
836$174.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Spire Wealth Management
823$171.5K0.0%GrowthMediumMclean, VA2026-10-30
Beutel, Goodman & Co Ltd.
750$1560.0%ValueMediumToronto, Australia2026-11-04
Eastern Bank
724$150.9K0.0%GrowthMediumBoston, MA2026-10-05
Ascentis Wealth Management, LLC
715$149.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Salomon & Ludwin, LLC
715$149.1K0.0%ETFVery LowRichmond, VA2026-10-29
TD Private Client Wealth LLC
706$147.2K0.0%ETFLowNew York, NY2026-10-28
Leonteq Securities AG
670$139.7K0.0%CoreHighZurich, Switzerland2026-10-29
American Capital Advisory, LLC
656$136.8K0.0%ETFLowKetchum, ID2026-10-28
Larson Financial Group LLC
651$135.7K0.0%GrowthLowSt Louis, MO2026-11-05
Grove Bank & Trust
605$126.1K0.0%ETFLowMiami, FL2026-10-08
Root Financial Partners, LLC
586$122.2K0.0%ETFMediumEncinitas, CA2026-10-21
James T. Borello RIA
554$115.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Parkside Financial Bank & Trust
515$107.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Westside Investment Management, Inc.
502$104.7K0.0%GrowthLowSanta Monica, CA2026-11-02
First Horizon Corp
482$100.5K0.0%CoreLowMemphis, TN2026-10-26
Alta Capital Management LLC/
478$99.7K0.0%GrowthMediumSalt Lake City, UT2026-10-26
North Star Investment Management Corp.
465$96.9K0.0%CoreLowChicago, IL2026-10-27
Pension & Wealth Management Advisors, Inc.
453$94.4K0.0%ETFLowWaltham, MA2026-10-16
Fortitude Family Office, LLC
452$94.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Hazlett, Burt & Watson, Inc.
415$870.0%CoreVery LowWheeling, WV2026-11-04
Cape Investment Advisory, Inc.
408$85.1K0.0%ETFLowMcdonough, GA2026-10-13
Elyxium Wealth, LLC
408$85.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Cullen T Bankers, Inc.
402$83.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Loring Wolcott & Coolidge Fiduciary Advisors LLP
370$77.1K0.0%GrowthVery LowBoston, MA2026-10-23
Syntax Research, Inc.
356$74.2K0.1%ETFMediumBoca Raton, FL2026-11-04
Proathlete Wealth Management LLC
349$72.8K0.0%ETFVery LowBoca Raton, FL2026-10-15
Harbor Investment Advisory, LLC
319$66.5K0.0%GrowthLowLutherville, MD2026-10-13
Compass Wealth Management LLC
300$62.5K0.0%GARPLowGuilford, CT2026-10-22
Markowski Investments
279$58.2K0.0%ETFN/ATampa, FL2026-10-30
Wilkerson Advisory Group LLC
276$57.5K0.0%ETFMediumColumbia, MO2026-10-20
Legacies Wealth LLC
267$55.7K0.0%ETFLowMinnetonka, MN2026-11-02
Rakuten Securities, Inc.
262$54.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
FNY Investment Advisers, LLC
250$520.0%GrowthVery HighNew York, NY2026-10-16
Putney Financial Group LLC
240$50.0K0.0%GrowthLowSan Rafael, CA2026-10-30
Physician Wealth Advisors, Inc.
236$49.2K0.0%ETFMediumMidvale, UT2026-10-20
Rossby Financial, LCC
230$48.0K0.0%ETFMediumMelbourne, FL2026-11-05
Key FInancial Inc
227$47.3K0.0%ETFLowWest Chester, PA2026-11-02
Nisa Investment Advisors, LLC
223$46.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Silver Grove Financial Group, Inc.
209$43.6K0.0%CoreMediumOrchard Park, NY2026-11-05
Bare Financial Services, Inc
201$41.9K0.0%ETFVery LowGap, PA2026-11-04
Activest Wealth Management
200$41.7K0.0%ETFLowAventura, FL2026-10-15
Cherry Tree Wealth Management, LLC
196$40.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
West Financial Advisors, LLC
196$40.9K0.0%ETFLowDes Moines, IA2026-10-22
Foster Dykema Cabot & Partners, LLC
180$37.5K0.0%GrowthLowWaltham, MA2026-10-30
WPG Advisers, LLC
180$37.5K0.0%CoreLowBaltimore, MD2026-10-27
Ares Financial Consulting, LLC
177$36.9K0.0%CoreLowCalabasas, CA2026-10-19
CoreCap Advisors, LLC
173$36.1K0.0%ETFMediumSouthfield, MI2026-10-08
JFS Wealth Advisors, LLC
166$34.6K0.0%ETFVery LowHermitage, PA2026-11-03
Ascentis Independent Advisors
166$34.6K0.0%ETFLowDallas, TX2026-11-03
Mirae Asset Global Investments Co., Ltd.
161$33.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Signature Equity Partners, LLC
158$32.9K0.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
157$32.7K0.0%ETFLowHunt Valley, MD2026-10-23
Maseco LLP
154$32.1K0.0%ETFVery LowLondon, United Kingdom2026-10-27
American National Bank & Trust
152$31.7K0.0%CoreVery LowWichita Falls, TX2026-10-07
Elevation Wealth Partners, LLC
150$31.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Caitong International Asset Management Co., Ltd
147$30.6K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
V-Square Quantitative Management LLC
145$30.2K0.0%CoreLowChicago, IL2026-10-15
GoalVest Advisory LLC
143$29.8K0.0%ETFMediumNew York, NY2026-10-02
Mowery & Schoenfeld Wealth Management, LLC
143$29.8K0.0%GrowthMediumLincolnshire, IL2026-10-28
Kozak & Associates, Inc.
140$33.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Highline Wealth Partners LLC
131$27.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Hager Investment Management Services, LLC
130$27.1K0.0%GrowthMediumNew London, NH2026-11-04
Pinnacle Bancorp, Inc.
126$26.3K0.0%CoreVery LowBeatrice, NE2026-10-21
Princeton Global Asset Management LLC
125$26.1K0.0%GrowthLowPrinceton, NJ2026-10-21
SJS Investment Consulting Inc.
125$26.1K0.0%ETFVery LowSylvania, OH2026-10-26
Financial Perspectives, Inc
125$26.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Montag A & Associates Inc
120$25.0K0.0%CoreLowAtlanta, GA2026-10-29
Ninety One UK Ltd
119$24.8K0.0%CoreMediumLondon, United Kingdom2026-10-15
Adirondack Trust Co
117$24.4K0.0%GrowthLowSaratoga Springs, NY2026-10-14
KFG LLC
115$24.0K0.0%ETFN/ARapid City, SD2026-11-02
Aventus Investment Advisors, Inc.
110$22.9K0.0%ETFLowNaples, FL2026-10-09
Creative Financial Designs Inc
109$22.7K0.0%ETFMediumKokomo, IN2026-11-04
True Wealth Design, LLC
98$20.4K0.0%ETFMediumAkron, OH2026-10-13
Triumph Capital Management
97$20.2K0.0%ETFMediumDenver, CO2026-10-14
Financial Management Professionals, Inc.
93$19.4K0.0%ETFMediumAustin, TX2026-10-23
Retirement Wealth Solutions LLC
90$18.8K0.0%ETFLowMarshfield, WI2026-10-07
TFC Financial Management, Inc.
87$18.1K0.0%ETFVery LowBoston, MA2026-10-26
Albion Financial Group
86$17.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
City Holding Co
81$16.9K0.0%CoreLowCharleston, WV2026-10-19
Arlington Trust Co LLC
66$13.8K0.0%ETFMediumBirmingham, AL2026-10-20
Hilltop National Bank
64$13.3K0.0%CoreLowCasper, WY2026-10-14
Strengthening Families & Communities, LLC
61$12.8K0.0%CoreMediumBoston, MA2026-10-21
Planning Strategies Inc.
61$12.7K0.0%ETFN/ALancaster, PA2026-10-02
United Financial Planning Group LLC
60$12.5K0.0%ETFHighHauppauge, NY2026-11-04
UMB Private Wealth Management, LLC
60$12.5K0.0%GrowthN/AKansas City, MO2026-10-19
Jnba Financial Advisors
57$11.9K0.0%ETFMediumBloomington, MN2026-11-03
Cassaday & Co Wealth Management LLC
57$11.9K0.0%ETFVery LowMclean, VA2026-10-27
Trifecta Capital Advisors, LLC
53$11.1K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Morton Brown Family Wealth, LLC
48$10.0K0.0%ETFVery LowAllentown, PA2026-10-23
Archer Investment Corp
46$9.6K0.0%CoreMediumCarmel, IN2026-11-05
Nemes Rush Group LLC
45$9.4K0.0%CoreVery LowNovi, MI2026-11-04
Bayforest Capital Ltd
41$8.5K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Moisand Fitzgerald Tamayo, LLC
40$8.3K0.0%ETFVery LowOrlando, FL2026-10-15
GHP Investment Advisors, Inc.
36$7.5K0.0%CoreVery LowDenver, CO2026-10-15
Birchwood Financial Partners, Inc.
36$7.5K0.0%ETFVery LowBloomington, MN2026-11-02
Financial Network Wealth Advisors LLC
34$7.1K0.0%ETFLowMurray, UT2026-10-28
MV Capital Management, Inc.
33$6.9K0.0%ETFLowBethesda, MD2026-10-29
Tounjian Advisory Partners, LLC
32$6.7K0.0%GrowthHighFort Myers, FL2026-11-04
Bullock Wealth Management Group
28$5.9K0.0%GrowthLowBloomington, IN2026-10-09
Pittenger & Anderson Inc
28$5.8K0.0%CoreLowLincoln, NE2026-11-02
Eukles Asset Management
28$5.8K0.0%CoreLowCincinnati, OH2026-11-04
Gables Capital Management Inc.
26$5.4K0.0%GrowthVery LowMiami, FL2026-11-04
GK Wealth Management LLC
25$5.2K0.0%GARPVery HighReno, NV2026-10-09
Balance Wealth Partners LLC
24$5.0K0.0%ETFMediumWorthington, OH2026-10-27
Y.D. More Investments Ltd
20$4.2K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Manchester Capital Management LLC
19$4.0K0.0%CoreLowManchester, VT2026-10-22
Lodestone Wealth Management LLC
18$3.8K0.0%CoreLowSpokane, WA2026-10-14
Country Trust Bank
17$3.5K0.0%GrowthLowBloomington, IL2026-10-30
CX Institutional
17$40.0%CoreMediumAuburn, IN2026-10-02
Breakwater Investment Management
16$3.3K0.0%ETFLowSeattle, WA2026-10-20
Bell Investment Advisors, Inc
16$3.3K0.0%ETFVery LowOrinda, CA2026-10-29
Decker Retirement Planning Inc.
14$2.9K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Gilpin Wealth Management, LLC
14$2.9K0.0%GrowthLowDenver, CO2026-10-09
Navigoe, LLC
13$20.0%ETFVery LowRedondo Beach, CA2026-11-04
Monetary Solutions, Ltd
13$2.7K0.0%ETFVery LowDayton, OH2026-10-22
Nfsg Corp
13$2.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Burk Holdings LLC
12$2.5K0.0%ETFVery LowTulsa, OK2026-11-05
Elevated Capital Advisors, LLC
12$2.5K0.0%ETFMediumSandy, UT2026-11-04
Entrust Financial LLC
12$2.5K0.0%ETFLowWayne, PA2026-11-04
Bernzott Capital Advisors
11$2.3K0.0%YieldMediumCamarillo, CA2026-10-29
Godsey & Gibb, Inc
10$2.1K0.0%CoreLowRichmond, VA2026-10-14
Wolff Wiese Magana LLC
10$2.1K0.0%GrowthLowCarslbad, CA2026-10-15
Trust Co of Vermont
9$1.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Advocate Investing Services LLC
9$1.9K0.0%ETFLowWoodbine, MD2026-10-26
Pacifica Partners Inc.
8$1.7K0.0%CoreLowSurrey, South Africa2026-10-09
Transce3nd, LLC
6$1.4K0.0%GrowthLowBuda, TX2026-10-26
Nvest Wealth Strategies, Inc.
6$1.3K0.0%ETFVery LowPowell, OH2026-10-14
Barnes Dennig Private Wealth Management LLC
6$1.3K0.0%CoreLowCincinnati, OH2026-10-30
Richardson Financial Services Inc.
6$1.3K0.0%GrowthMediumMedway, MA2026-10-30
Carolina Wealth Advisors, LLC
6$1.3K0.0%YieldHighMyrtle Beach, SC2026-10-23
Abound Wealth Management
5$1.0K0.0%ETFVery LowFranklin, TN2026-10-26
Brown, Lisle Ings, Inc.
4$8340.0%CoreVery LowProvidence, RI2026-10-16
Center for Financial Planning, Inc.
4$8330.0%ETFLowSouthfied, MI2026-10-26
Mosley Wealth Management
3$6750.0%ETFHighAnaheim, CA2026-10-16
Meriwether Wealth & Planning, LLC
3$6250.0%ETFMediumMinden, LA2026-10-13
StrongBox Wealth, LLC
2$4170.0%GrowthLowLee'S Summit, MO2026-11-02
Compass Financial Management LLC
1$2080.0%CoreN/ATampa, FL2026-10-30
Kingdom Financial Group Llc.
0$140.0%ETFMediumPeoria, AZ2026-11-04
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04