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Sofi Technologies Inc (SOFI)

CUSIP: 83406F102 | NYSE | Financial Services · Credit Services | Large Cap | 1952 institutional holders

Quarters

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

Dimensional Fund Advisors LP9,999,347
0.0% of portfolio›$157.2M
Citigroup Inc7,144,542
0.0% of portfolio›$112.3M
Sumitomo Mitsui Trust Group, Inc.5,647,053
0.1% of portfolio›$88.8M
Mitsubishi UFJ Asset Management Co., Ltd.5,277,509
0.0% of portfolio›$83.0M
Davenport & Co LLC3,779,487
0.3% of portfolio›$59.7M
State of Michigan Retirement System1,668,658
0.1% of portfolio›$26.2M
Diversify Wealth Management, LLC1,184,642
0.3% of portfolio›$17.9M
Diversify Advisory Services, LLC1,184,642
0.3% of portfolio›$17.9M
SBI Securities Co., Ltd.927,511
0.3% of portfolio›$14.6M
Provident Living Financial Services, Inc.833,814
13.4% of portfolio›$13.8M
Simplex Trading, LLC803,146
0.0% of portfolio›$12.6M
Portman Square Capital LLP784,273
0.7% of portfolio›$12.3M
AlphaStar Capital Management, LLC778,541
0.7% of portfolio›$12.2M
Reynders McVeigh Capital Management, LLC759,651
0.5% of portfolio›$11.9M
Laurion Capital Management LP751,906
0.2% of portfolio›$11.8M
Convergence Financial, LLC670,148
1.5% of portfolio›$10.5M
Commonwealth Equity Services, LLC596,720
0.0% of portfolio›$9.4M
Integrity Alliance, Llc.537,313
0.3% of portfolio›$8.4M
Asset Management One Co., Ltd.495,540
0.0% of portfolio›$7.8M
Sumitomo Mitsui DS Asset Management Company, Ltd487,853
0.1% of portfolio›$7.7M
Brighton Jones LLC485,437
0.1% of portfolio›$7.6M
Pictet Asset Management Holding SA473,771
0.0% of portfolio›$7.4M
Rakuten Securities, Inc.435,451
1.9% of portfolio›$6.8M
San Luis Wealth Advisors LLC425,396
1.0% of portfolio›$6.7M
Fjarde Ap-Fonden TH Swedish National Pension Fund425,347
0.0% of portfolio›$6.7M
D.A. Davidson & Co.397,064
0.0% of portfolio›$6.2M
Strs Ohio393,272
0.0% of portfolio›$6.2M
Mn Services Vermogensbeheer B.V.371,600
0.0% of portfolio›$5.8K
Anderson Hoagland & Co370,133
0.4% of portfolio›$5.5M
Creative Planning362,537
0.0% of portfolio›$5.7M
Virginia Retirement Systems ET Al358,409
0.0% of portfolio›$5.6M
DekaBank Deutsche Girozentrale353,396
0.0% of portfolio›$5.6K
Arizona State Retirement System350,336
0.0% of portfolio›$5.5M
Westbourne Investment Advisors, Inc.340,372
1.4% of portfolio›$5.4M
Cambridge Investment Research Advisors, Inc.310,300
0.0% of portfolio›$4.9K
IFM Investors Pty Ltd305,121
0.0% of portfolio›$4.8M
Well Done, LLC285,141
0.6% of portfolio›$4.5M
Trek Financial, LLC280,940
0.2% of portfolio›$4.4M
Sullivan Wood Capital Management LLC276,995
6.7% of portfolio›$4.4M
Yarbrough Capital, LLC274,612
0.1% of portfolio›$4.3M
Xcel Wealth Management, LLC271,423
1.1% of portfolio›$4.3M
Parkside Investments, LLC271,245
0.5% of portfolio›$4.3M
Sava Infond d.o.o.266,600
0.2% of portfolio›$4.2M
Wealth Enhancement Advisory Services, LLC265,346
0.0% of portfolio›$4.1M
SEB Asset Management AB258,707
0.0% of portfolio›$4.1M
Old Second National Bank of Aurora256,842
0.8% of portfolio›$4.0M
Gateway Investment Advisers LLC250,935
0.0% of portfolio›$3.9M
Consolidated Investment Group LLC248,480
0.3% of portfolio›$3.9M
RFG Advisory, LLC237,768
0.1% of portfolio›$3.7M
Pegasus Asset Management, Inc.235,296
1.1% of portfolio›$3.7M
Truist Financial Corp234,063
0.0% of portfolio›$3.7M
Baker Chad R228,965
0.6% of portfolio›$3.6M
J. Safra Sarasin Holding AG227,454
0.1% of portfolio›$3.6M
Kestra Advisory Services, LLC225,968
0.0% of portfolio›$3.6M
Concurrent Investment Advisors, LLC200,526
0.0% of portfolio›$3.2M
Warm Springs Advisors Inc.200,000
2.0% of portfolio›$3.1M
MFG Wealth Management, Inc.190,476
2.2% of portfolio›$3.0M
KBC Group NV190,248
0.0% of portfolio›$3.0K
Blue Jean Financial LLC185,724
1.8% of portfolio›$2.9M
Xponance LLC180,173
0.0% of portfolio›$2.8M
Vise Technologies, Inc.179,233
0.0% of portfolio›$2.8M
Oppenheimer & Co Inc167,461
0.0% of portfolio›$2.6M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.164,252
0.1% of portfolio›$2.6M
Clean Yield Group163,854
0.6% of portfolio›$2.6M
CMG Global Holdings, LLC163,115
1.1% of portfolio›$2.6M
Taylor Frigon Capital Management LLC152,340
1.2% of portfolio›$2.4M
Hourglass Capital, LLC143,600
0.5% of portfolio›$2.3M
Swedbank AB142,923
0.0% of portfolio›$2.2M
Torrey Growth & Income Advisors134,912
0.7% of portfolio›$2.2M
Triumph Capital Management133,658
0.4% of portfolio›$2.1M
Fulcrum Asset Management LLP130,785
0.1% of portfolio›$2.1M
TD Waterhouse Canada Inc.130,714
0.0% of portfolio›$2.1M
Nisa Investment Advisors, LLC130,662
0.0% of portfolio›$2.1M
Venture Visionary Partners LLC129,361
0.1% of portfolio›$2.0M
Burney Co/128,041
0.1% of portfolio›$2.0M
Daiwa Securities Group Inc.125,000
0.0% of portfolio›$2.0M
Swiss Life Asset Management Ltd122,752
0.0% of portfolio›$1.9M
Alliance Wealth Advisors, LLC122,537
0.4% of portfolio›$1.9M
Vontobel Holding Ltd.117,080
0.0% of portfolio›$1.8M
Miller Financial Services LLC114,383
1.4% of portfolio›$1.8M
Mlp3, LLC114,235
1.6% of portfolio›$1.8M
MacKenzie Financial Corp113,500
0.0% of portfolio›$1.8M
Capital Advisors Wealth Management, LLC113,257
0.2% of portfolio›$1.8M
River Street Advisors LLC112,873
0.5% of portfolio›$1.8M
Prospera Financial Services Inc106,767
0.0% of portfolio›$1.8M
ABN Amro Investment Solutions104,666
0.0% of portfolio›$1.6M
PensionDanmark Pensionsforsikringsaktieselskab103,760
0.0% of portfolio›$1.6M
Nkcfo LLC100,000
0.0% of portfolio›$1.6K
Ameliora Wealth Management Ltd.100,000
0.4% of portfolio›$1.6M
Firethorn Wealth Partners, LLC97,897
0.5% of portfolio›$1.5M
Annex Advisory Services, LLC96,326
0.0% of portfolio›$1.5M
Lido Advisors, LLC96,030
0.0% of portfolio›$1.5M
Gulf International Bank (UK) Ltd95,924
0.0% of portfolio›$1.5K
IFP Advisors, Inc95,414
0.0% of portfolio›$1.5M
HUB Investment Partners, LLC92,863
0.0% of portfolio›$1.5M
Slow Capital, Inc.92,554
0.2% of portfolio›$1.5M
Carrera Capital Advisors91,605
0.2% of portfolio›$1.4M
Leonteq Securities AG89,210
0.1% of portfolio›$1.4M
Lakeshore Financial Planning, Inc.88,432
0.4% of portfolio›$1.4M
Rakuten Investment Management, Inc.83,403
0.0% of portfolio›$1.3M
Sigma Planning Corp81,327
0.0% of portfolio›$1.3M
Independent Financial Group, LLC80,845
0.0% of portfolio›$1.3M
Steinberganna Wealth Management80,450
0.5% of portfolio›$1.3M
Fideuram Asset Management (Ireland) dac77,439
0.0% of portfolio›$1.3M
Spire Wealth Management77,107
0.0% of portfolio›$1.2M
Hudock, Inc.75,181
0.1% of portfolio›$1.2M
Inspire Investing, LLC74,467
0.0% of portfolio›$1.2M
BI Asset Management Fondsmaeglerselskab A/S69,106
0.0% of portfolio›$1.1K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management68,742
0.0% of portfolio›$1.1M
Midwest Professional Planners, Ltd.68,363
0.2% of portfolio›$1.1M
AlphaCore Capital LLC66,182
0.0% of portfolio›$1.0M
Solidarity Wealth, LLC65,661
0.2% of portfolio›$1.0M
Matisse Capital64,350
0.4% of portfolio›$1.0M
Kestra Private Wealth Services, LLC61,830
0.0% of portfolio›$972.0K
Amalgamated Bank60,611
0.0% of portfolio›$953
Candriam S.C.A.54,664
0.0% of portfolio›$862.5K
Asset One Wealth Management LLC54,322
0.1% of portfolio›$853.9K
Chicago Partners Investment Group LLC54,090
0.0% of portfolio›$790.5K
Brookstone Capital Management53,754
0.0% of portfolio›$845.0K
Howland Capital Management LLC53,347
0.0% of portfolio›$838.6K
Soltis Investment Advisors LLC53,336
0.0% of portfolio›$838.4K
Krilogy Financial LLC52,722
0.0% of portfolio›$803.0K
Viewpoint Capital Management LLC51,817
0.4% of portfolio›$814.6K
Pathway Financial Advisers, LLC51,471
0.2% of portfolio›$809.1K
Rhodes Investment Advisors Inc51,266
0.6% of portfolio›$805.9K
First National Trust Co50,820
0.0% of portfolio›$798.9K
RPG Investment Advisory, LLC49,200
0.1% of portfolio›$773.4K
Perigon Wealth Management, LLC46,095
0.0% of portfolio›$724.6K
Means Investment Co., Inc.45,435
0.1% of portfolio›$714.2K
Ag2r LA Mondiale Gestion D'actifs44,405
0.0% of portfolio›$698.0K
UniSuper Management Pty Ltd42,210
0.0% of portfolio›$663.5K
Wealthcare Advisory Partners LLC42,001
0.0% of portfolio›$660.3K
Victory Financial Group, LLC41,773
0.1% of portfolio›$656.7K
Sowell Financial Services LLC40,141
0.0% of portfolio›$631.0K
Praxis Investment Management Inc39,209
0.0% of portfolio›$616
North Dakota State Investment Board38,660
0.0% of portfolio›$607.7K
Patriot Financial Group Insurance Agency, LLC37,880
0.1% of portfolio›$595.5K
Valeo Financial Advisors, LLC37,498
0.0% of portfolio›$589.5K
Farther Finance Advisors, LLC33,656
0.0% of portfolio›$529.1K
Raiffeisen Bank International AG32,691
0.0% of portfolio›$520.1K
Sterling Capital Management LLC32,624
0.0% of portfolio›$512.8K
Floyd Financial Group LLC32,575
0.3% of portfolio›$496.4K
Rydar Equities, Inc.32,016
0.3% of portfolio›$501.4K
Eddie Patel Inc31,722
0.3% of portfolio›$498.7K
B. Metzler seel. Sohn & Co. AG30,713
0.0% of portfolio›$482.8K
EverSource Wealth Advisors, LLC30,471
0.0% of portfolio›$479.0K
Prime Capital Investment Advisors, LLC30,388
0.0% of portfolio›$477.7K
Archford Capital Strategies, LLC30,278
0.0% of portfolio›$476.0K
Nvwm, LLC30,206
0.1% of portfolio›$474.8K
Avidian Wealth Enterprises, LLC29,999
0.0% of portfolio›$471.6K
E. Ohman J:or Asset Management AB29,677
0.0% of portfolio›$466.5K
Avanza Fonder AB28,995
0.0% of portfolio›$455.8K
McGuire Investment Group, LLC28,318
0.0% of portfolio›$445.2K
First Citizens Bank & Trust Co28,296
0.0% of portfolio›$444.8K
Simplicity Wealth,LLC28,250
0.0% of portfolio›$444.1K
Wedmont Private Capital27,680
0.0% of portfolio›$432.1K
StoneX Group Inc.27,630
0.0% of portfolio›$445.8K
Keybank National Association26,884
0.0% of portfolio›$422.6K
Teamwork Financial Advisors, LLC26,653
0.0% of portfolio›$419.0K
Correct Capital Wealth Management25,681
0.1% of portfolio›$403.7K
WoodTrust Financial Corp24,800
0.0% of portfolio›$390
HB Wealth Management, LLC24,715
0.0% of portfolio›$384.6K
Apollon Wealth Management, LLC24,456
0.0% of portfolio›$384.4K
Citizens Financial Group Inc24,253
0.0% of portfolio›$381.3K
Decision Investments, Inc24,240
0.3% of portfolio›$381.1K
Kennedy Investment Group, Inc.23,666
0.1% of portfolio›$372.0K
Assenagon Asset Management S.A.23,509
0.0% of portfolio›$369.6K
Manchester Financial Inc23,371
0.1% of portfolio›$367.4K
USAdvisors Wealth Management, LLC23,040
0.0% of portfolio›$362
Lewis Asset Management, LLC23,000
0.1% of portfolio›$361.6K
Avior Wealth Management, LLC22,716
0.0% of portfolio›$357.1K
Founders Financial Securities LLC22,611
0.0% of portfolio›$355.4K
Harbor Capital Advisors, Inc.22,379
0.0% of portfolio›$352
Trueblood Wealth Management, LLC22,084
0.1% of portfolio›$347.2K
Mayfair Advisory Group, LLC21,593
0.1% of portfolio›$339.4K
Global Financial Private Client, LLC21,450
0.1% of portfolio›$337.2K
Calamos Wealth Management LLC21,339
0.0% of portfolio›$335.4K
Alpha Wealth Funds, LLC21,076
1.1% of portfolio›$335.3K
Triad Wealth Partners, LLC21,014
0.0% of portfolio›$330.3K
Perpetual Ltd20,852
0.0% of portfolio›$327.8K
Gamma Investing LLC20,736
0.0% of portfolio›$326.0K
Baker Tilly Wealth Management, LLC20,540
0.1% of portfolio›$322.9K
Southern Financial Group, LLC20,215
0.1% of portfolio›$317.8K
Motley Fool Asset Management LLC20,042
0.0% of portfolio›$315.1K
United Advisor Group, LLC19,996
0.0% of portfolio›$314.3K
Axxcess Wealth Management, LLC19,595
0.0% of portfolio›$308.0K
MGO One Seven LLC19,528
0.0% of portfolio›$307.0K
Intrua Financial, LLC19,515
0.0% of portfolio›$306.8K
Amicus Financial Advisors, LLC19,314
0.1% of portfolio›$303.6K
Thrive Wealth Management, LLC19,291
0.0% of portfolio›$303.3K
Avion Wealth18,974
0.0% of portfolio›$297
Capital Investment Advisors, LLC18,402
0.0% of portfolio›$289.3K
Kingswood Wealth Advisors, LLC18,281
0.0% of portfolio›$287.4K
Partners Wealth Management, LLC18,245
0.0% of portfolio›$286.8K
Fiduciary Financial Group, LLC17,641
0.0% of portfolio›$277.3K
Yousif Capital Management, LLC17,549
0.0% of portfolio›$275.9K
Probity Advisors, Inc.17,293
0.0% of portfolio›$271.8K
Clear Creek Financial Management, LLC17,292
0.0% of portfolio›$271.8K
Lake Street Private Wealth, LLC17,003
0.0% of portfolio›$267.3K
Interchange Capital Partners, LLC16,964
0.0% of portfolio›$266.7K
Principal Financial Group Inc16,898
0.0% of portfolio›$265.6K
Karras Company, Inc.16,500
0.2% of portfolio›$259.4K
Albion Financial Group16,415
0.0% of portfolio›$258.0K
International Assets Investment Management, LLC16,400
0.0% of portfolio›$259.8K
Truefg, LLC16,125
0.1% of portfolio›$253.5K
MSH Capital Advisors LLC15,952
0.0% of portfolio›$250.8K
BankChampaign, National Association15,872
0.2% of portfolio›$249.5K
Fearless Solutions, LLC dba Best Invest15,811
0.1% of portfolio›$248.5K
Parallel Advisors, LLC15,768
0.0% of portfolio›$247.9K
Northwest Wealth Management, LLC15,717
0.0% of portfolio›$247.1K
Ethic Inc.15,683
0.0% of portfolio›$246.5K
W.G. Shaheen & Associates DBA Whitney & Co15,540
0.0% of portfolio›$244.3K
Capital Investment Advisory Services, LLC15,488
0.0% of portfolio›$243.5K
Fermata Advisors, LLC15,455
0.0% of portfolio›$243.0K
Tempus Wealth Planning, LLC15,200
0.0% of portfolio›$238.9K
Procyon Advisors, LLC14,899
0.0% of portfolio›$234.2K
Visionary Wealth Advisors14,879
0.0% of portfolio›$233.9K
Redhawk Wealth Advisors, Inc.14,840
0.0% of portfolio›$233.3K
PKS Advisory Services, LLC14,475
0.0% of portfolio›$259.5K
Acorn Financial Advisory Services Inc14,396
0.0% of portfolio›$226.3K
Pension & Wealth Management Advisors, Inc.14,158
0.1% of portfolio›$222.6K
Kercheville Advisors, LLC13,989
0.1% of portfolio›$219.9K
Riggs Asset Managment Co. Inc.13,983
0.0% of portfolio›$219.8K
Axxion S.A.13,784
0.0% of portfolio›$216.7K
Traynor Capital Management, Inc.13,761
0.0% of portfolio›$216.3K
Financial Partners Group, Inc13,691
0.0% of portfolio›$215.2K
Root Financial Partners, LLC13,531
0.0% of portfolio›$212.7K
Harel Insurance Investments & Financial Services Ltd.13,459
0.0% of portfolio›$209
Park Avenue Securities LLC13,057
0.0% of portfolio›$205
Millennium Capital Advisors, LLC13,050
0.1% of portfolio›$205.1K
Palacios Wealth Management, LLC12,997
0.1% of portfolio›$204.3K
Seelaus Asset Management LLC12,753
0.1% of portfolio›$200.5K
Mutual of America Capital Management LLC12,660
0.0% of portfolio›$199.0K
Ring Mountain Capital, LLC12,483
0.1% of portfolio›$196.2K
Norden Group LLC12,378
0.0% of portfolio›$194.6K
Teza Capital Management LLC12,369
0.2% of portfolio›$194.4K
Nfsg Corp12,265
0.0% of portfolio›$192.8K
Signaturefd, LLC12,211
0.0% of portfolio›$192.0K
Lodestone Wealth Management LLC12,075
0.1% of portfolio›$189.8K
Worth Financial Advisory Group, LLC12,025
0.1% of portfolio›$189.0K
ETF Portfolio Partners, Inc.12,000
0.0% of portfolio›$188.6K
Wedbush Securities Inc11,965
0.0% of portfolio›$188
Regatta Capital Group, LLC11,732
0.0% of portfolio›$184.4K
Cigna Investments Inc11,507
0.0% of portfolio›$181
Future Financial Wealth Managment LLC11,500
0.1% of portfolio›$180.8K
Gilliland Jeter Wealth Management LLC11,500
0.0% of portfolio›$180.8K
Strategic Blueprint, LLC11,494
0.0% of portfolio›$180.7K
Robeco Institutional Asset Management B.V.11,388
0.0% of portfolio›$179.0K
Sagespring Wealth Partners, LLC11,381
0.0% of portfolio›$178.9K
Key Client Fiduciary Advisors, LLC11,156
0.0% of portfolio›$175.4K
Rosenberg Matthew Hamilton10,942
0.0% of portfolio›$172.0K
Horizon Wealth Management, LLC10,900
0.0% of portfolio›$171.3K
OpenArc Corporate Advisory, LLC10,819
0.0% of portfolio›$170.1K
Bria Capital Group, LLC10,753
0.1% of portfolio›$169.0K
Allspring Global Investments Holdings, LLC10,723
0.0% of portfolio›$169.9K
Pinnacle Associates LTD10,677
0.0% of portfolio›$167.8K
Ascent Wealth Partners, LLC10,637
0.0% of portfolio›$167.2K
Alps Advisors Inc10,605
0.0% of portfolio›$166.7K
A&I Financial Services, LLC10,000
0.1% of portfolio›$157.2K
Pinnacle Wealth Planning Services, Inc.9,306
0.0% of portfolio›$146.3K
Cassaday & Co Wealth Management LLC8,900
0.0% of portfolio›$139.9K
Abound Wealth Management8,893
0.0% of portfolio›$139.8K
CoreCap Advisors, LLC8,374
0.0% of portfolio›$131.6K
Nemes Rush Group LLC8,263
0.0% of portfolio›$129.9K
Private Trust Co NA7,639
0.0% of portfolio›$120.1K
Lanark Financial, Inc.7,450
0.0% of portfolio›$117.1K
Global X Japan Co., Ltd.6,835
0.0% of portfolio›$107.4K
Wolff Wiese Magana LLC6,000
0.0% of portfolio›$94.3K
Livforsakringsbolaget Skandia, Omsesidigt5,993
0.0% of portfolio›$94.2K
Investment Research & Advisory Group, Inc.5,905
0.0% of portfolio›$92.8K
Oslo Pensjonsforsikring AS5,681
0.0% of portfolio›$89.3K
Manchester Capital Management LLC5,628
0.0% of portfolio›$88.5K
Heritage Family Offices, LLP5,432
0.0% of portfolio›$85.4K
Trellis Wealth Advisors LLC5,350
0.0% of portfolio›$84.1K
Balance Wealth Partners LLC4,892
0.0% of portfolio›$76.9K
GK Wealth Management LLC4,640
0.0% of portfolio›$72.9K
Hilton Head Capital Partners, LLC4,380
0.0% of portfolio›$68.9K
Parkside Financial Bank & Trust3,937
0.0% of portfolio›$61.9K
Assetmark, Inc3,862
0.0% of portfolio›$60.7K
Westside Investment Management, Inc.3,600
0.0% of portfolio›$56.7K
Covestor Ltd3,525
0.0% of portfolio›$55
University of Texas S AM Investment Management Co3,072
0.0% of portfolio›$48.3K
Mirae Asset Global Investments Co., Ltd.2,927
0.0% of portfolio›$46.0K
Blume Capital Management, Inc.2,500
0.0% of portfolio›$39.3K
Elyxium Wealth, LLC2,419
0.0% of portfolio›$38.0K
First Horizon Corp2,326
0.0% of portfolio›$36.6K
Murphy & Mullick Capital Management Corp2,325
0.0% of portfolio›$36.5K
Markowski Investments2,286
0.0% of portfolio›$35.9K
MassMutual Private Wealth & Trust, FSB2,248
0.0% of portfolio›$35.3K
Ascentis Wealth Management, LLC2,067
0.0% of portfolio›$32.5K
Provenance Wealth Advisors, LLC2,007
0.0% of portfolio›$31.6K
Barrett & Company, Inc.2,000
0.0% of portfolio›$31.4K
Cornerstone National Bank & Trust Co2,000
0.0% of portfolio›$31.7K
TD Private Client Wealth LLC1,865
0.0% of portfolio›$29.3K
Owl Creek Wealth Partners LLC1,725
0.0% of portfolio›$27.1K
Capital Advisors, Ltd. LLC1,679
0.0% of portfolio›$26
Compass Financial Management LLC1,572
0.0% of portfolio›$24.7K
Quaker Wealth Management, LLC1,424
0.0% of portfolio›$22.4K
TFC Financial Management, Inc.1,422
0.0% of portfolio›$22.4K
Hurley Capital, LLC1,400
0.0% of portfolio›$22.0K
American Capital Advisory, LLC1,324
0.0% of portfolio›$20.8K
True Wealth Design, LLC1,238
0.0% of portfolio›$19.5K
Grove Bank & Trust1,214
0.0% of portfolio›$19.1K
CX Institutional1,197
0.0% of portfolio›$19
SJS Investment Consulting Inc.1,189
0.0% of portfolio›$18.7K
Hazlett, Burt & Watson, Inc.1,176
0.0% of portfolio›$19
Key FInancial Inc1,150
0.0% of portfolio›$18.1K
Versant Capital Management, Inc1,110
0.0% of portfolio›$17.4K
Latitude Advisors, LLC1,097
0.0% of portfolio›$17.2K
Bell Investment Advisors, Inc1,070
0.0% of portfolio›$16.8K
Torren Management, LLC1,034
0.0% of portfolio›$16.3K
Signature Equity Partners, LLC1,027
0.0% of portfolio›$16.1K
Tradewinds Capital Management, LLC1,023
0.0% of portfolio›$16.1K
Creative Financial Designs Inc1,000
0.0% of portfolio›$15.7K
Legacy Bridge, LLC1,000
0.0% of portfolio›$15.7K
Bank of New Hampshire1,000
0.0% of portfolio›$15.7K
Essential Partners LLC987
0.0% of portfolio›$15.5K
Fortitude Family Office, LLC978
0.0% of portfolio›$15.4K
Valley Wealth Managers, Inc.963
0.0% of portfolio›$15.1K
Center for Financial Planning, Inc.925
0.0% of portfolio›$14.5K
Smallwood Wealth Investment Management, LLC900
0.0% of portfolio›$14.1K
Blue Trust, Inc.898
0.0% of portfolio›$14.1K
Mather Group, Llc.854
0.0% of portfolio›$13.4K
Aspect Partners, LLC838
0.0% of portfolio›$13.2K
Proathlete Wealth Management LLC810
0.0% of portfolio›$12.7K
Bank Julius Baer & Co. Ltd, Zurich800
0.0% of portfolio›$12.6K
WPG Advisers, LLC799
0.0% of portfolio›$12.6K
Salomon & Ludwin, LLC799
0.0% of portfolio›$12.6K
Financial Perspectives, Inc775
0.0% of portfolio›$12.2K
Godsey & Gibb, Inc701
0.0% of portfolio›$11.0K
JFS Wealth Advisors, LLC693
0.0% of portfolio›$10.9K
Arlington Trust Co LLC691
0.0% of portfolio›$10.9K
Meriwether Wealth & Planning, LLC676
0.0% of portfolio›$10.6K
Bfsg, LLC640
0.0% of portfolio›$10.1K
James T. Borello RIA603
0.0% of portfolio›$9.5K
Gen-Wealth Partners Inc600
0.0% of portfolio›$9.4K
Trust Co of Vermont563
0.0% of portfolio›$8.9K
Golden State Wealth Management, LLC550
0.0% of portfolio›$8.6K
Cromwell Holdings LLC512
0.0% of portfolio›$8.0K
Elevated Capital Advisors, LLC500
0.0% of portfolio›$7.9K
North Star Investment Management Corp.500
0.0% of portfolio›$7.9K
GHP Investment Advisors, Inc.500
0.0% of portfolio›$7.9K
Bangor Savings Bank455
0.0% of portfolio›$7.2K
Vision Financial Markets LLC400
0.0% of portfolio›$6.4K
Hilltop National Bank400
0.0% of portfolio›$6.3K
Adirondack Trust Co400
0.0% of portfolio›$6.3K
Toth Financial Advisory Corp350
0.0% of portfolio›$5.5K
Vima LLC333
0.0% of portfolio›$5.2K
Main Street Group, LTD300
0.0% of portfolio›$4.7K
Ascentis Independent Advisors300
0.0% of portfolio›$4.7K
Hughes Financial Services, LLC288
0.0% of portfolio›$5.1K
Vermillion Wealth Management, Inc.272
0.0% of portfolio›$4.3K
MV Capital Management, Inc.271
0.0% of portfolio›$4.3K
Elevation Wealth Partners, LLC263
0.0% of portfolio›$4.1K
Cullen T Bankers, Inc.262
0.0% of portfolio›$4.1K
St. Johns Investment Management Company, LLC257
0.0% of portfolio›$4.0K
Farmers & Merchants Trust Co of Chambersburg PA250
0.0% of portfolio›$4
FNY Investment Advisers, LLC250
0.0% of portfolio›$3
Retirement Wealth Solutions LLC243
0.0% of portfolio›$3.8K
Wealth Enhancement Trust Services, Inc.228
0.0% of portfolio›$3.6K
Atwood & Palmer Inc222
0.0% of portfolio›$3.5K
Noble Wealth Management PBC200
0.0% of portfolio›$3.1K
Highline Wealth Partners LLC190
0.0% of portfolio›$3.0K
Carnegie Lake Advisors LLC176
0.1% of portfolio›$334.8K
DiNuzzo Private Wealth, Inc.167
0.0% of portfolio›$2.6K
Southern Michigan Bank & Trust159
0.0% of portfolio›$2.5K
Atlantic Edge Private Wealth Management, LLC150
0.0% of portfolio›$2.4K
Bay Harbor Wealth Management, LLC149
0.0% of portfolio›$2.3K
Planning Strategies Inc.131
0.0% of portfolio›$2.1K
Advocate Investing Services LLC125
0.0% of portfolio›$2.0K
DB Fitzpatrick & Co, Inc120
0.0% of portfolio›$1.9K
Friedenthal Financial100
0.0% of portfolio›$1.6K
POM Investment Strategies, LLC100
0.0% of portfolio›$1.6K
Signature Resources Capital Management, LLC100
0.0% of portfolio›$1.6K
Evolution Wealth Management Inc.100
0.0% of portfolio›$1.6K
Nvest Wealth Strategies, Inc.100
0.0% of portfolio›$1.6K
1620 Investment Advisors, Inc.100
0.0% of portfolio›$1.6K
Asset Dedication, LLC94
0.0% of portfolio›$1.5K
Quest 10 Wealth Builders, Inc.93
0.0% of portfolio›$1.5K
RMG Wealth Management LLC83
0.0% of portfolio›$1.2K
Private Wealth Management Group, LLC79
0.0% of portfolio›$1.2K
William Mack & Associates, Inc.77
0.0% of portfolio›$1.2K
Tsfg, LLC69
0.0% of portfolio›$1
Burk Holdings LLC60
0.0% of portfolio›$943
Gilpin Wealth Management, LLC56
0.0% of portfolio›$881
DecisionPoint Financial, LLC55
0.0% of portfolio›$872
Investors Research Corp53
0.0% of portfolio›$833
West Financial Advisors, LLC49
0.0% of portfolio›$771
Davis Capital Management47
0.0% of portfolio›$739
Sarver Vrooman Wealth Advisors40
0.0% of portfolio›$629
Concord Wealth Partners36
0.0% of portfolio›$566
Financial Consulate, Inc35
0.0% of portfolio›$551
Bare Financial Services, Inc34
0.0% of portfolio›$534
Eukles Asset Management32
0.0% of portfolio›$503
Physician Wealth Advisors, Inc.31
0.0% of portfolio›$488
Cranbrook Wealth Management, LLC29
0.0% of portfolio›$456
Strategic Advocates LLC27
0.0% of portfolio›$424
New England Capital Financial Advisors LLC26
0.0% of portfolio›$409
Financial Management Professionals, Inc.25
0.0% of portfolio›$396
Birchwood Financial Partners, Inc.23
0.0% of portfolio›$362
Cape Investment Advisory, Inc.21
0.0% of portfolio›$330
Breakwater Investment Management20
0.0% of portfolio›$315
Creative Capital Management Investments LLC19
0.0% of portfolio›$299
West Paces Advisors Inc.18
0.0% of portfolio›$283
Trust Co of Toledo NA14
0.0% of portfolio›$220
Maryland Capital Advisors Inc.11
0.0% of portfolio›$173
Byrne Asset Management LLC9
0.0% of portfolio›$143
Monetary Solutions, Ltd9
0.0% of portfolio›$141
Bokf, NA7
0.0% of portfolio›$110
IMG Wealth Management, Inc.5
0.0% of portfolio›$79
City State Bank2
0.0% of portfolio›$31
Reap Financial Group, LLC1
0.0% of portfolio›$16
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
9,999,347$157.2M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
7,144,542$112.3M0.0%CoreMediumNew York, NY2026-11-04
Sumitomo Mitsui Trust Group, Inc.
5,647,053$88.8M0.1%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
5,277,509$83.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
Davenport & Co LLC
3,779,487$59.7M0.3%CoreMediumRichmond, VA2026-10-14
State of Michigan Retirement System
1,668,658$26.2M0.1%IndexLowEast Lansing, MI2026-10-27
Diversify Wealth Management, LLC
1,184,642$17.9M0.3%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
1,184,642$17.9M0.3%GrowthLowSandy, UT2026-10-20
SBI Securities Co., Ltd.
927,511$14.6M0.3%Agg GrowthLowTokyo, Mexico2026-10-22
Provident Living Financial Services, Inc.
833,814$13.8M13.4%GARPLowLehi, UT2026-11-03
Simplex Trading, LLC
803,146$12.6M0.0%CoreVery HighChicago, IL2026-11-04
Portman Square Capital LLP
784,273$12.3M0.7%GARPHighLondon, United Kingdom2026-10-15
AlphaStar Capital Management, LLC
778,541$12.2M0.7%ETFMediumCornelius, NC2026-10-16
Reynders McVeigh Capital Management, LLC
759,651$11.9M0.5%GrowthLowBoston, MA2026-10-30
Laurion Capital Management LP
751,906$11.8M0.2%GrowthVery HighNew York, NY2026-10-30
Convergence Financial, LLC
670,148$10.5M1.5%ETFMediumColumbia, MO2026-10-27
Commonwealth Equity Services, LLC
596,720$9.4M0.0%ETFLowWaltham, MA2026-11-02
Integrity Alliance, Llc.
537,313$8.4M0.3%ETFMediumUrbandale, IA2026-10-29
Asset Management One Co., Ltd.
495,540$7.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
487,853$7.7M0.1%IndexVery LowTokyo, Mexico2026-10-20
Brighton Jones LLC
485,437$7.6M0.1%CoreVery LowSeattle, WA2026-11-03
Pictet Asset Management Holding SA
473,771$7.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Rakuten Securities, Inc.
435,451$6.8M1.9%Agg GrowthHighTokyo, Mexico2026-11-02
San Luis Wealth Advisors LLC
425,396$6.7M1.0%CoreMediumSan Luis Obispo, CA2026-10-27
Fjarde Ap-Fonden TH Swedish National Pension Fund
425,347$6.7M0.0%GrowthLowStockholm, Sweden2026-10-15
D.A. Davidson & Co.
397,064$6.2M0.0%CoreLowGreat Falls, MT2026-10-28
Strs Ohio
393,272$6.2M0.0%CoreMediumColumbus, OH2026-10-30
Mn Services Vermogensbeheer B.V.
371,600$5.8K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Anderson Hoagland & Co
370,133$5.5M0.4%ETFLowSt Louis, MO2026-10-23
Creative Planning
362,537$5.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Virginia Retirement Systems ET Al
358,409$5.6M0.0%CoreMediumRichmond, VA2026-10-28
DekaBank Deutsche Girozentrale
353,396$5.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Arizona State Retirement System
350,336$5.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Westbourne Investment Advisors, Inc.
340,372$5.4M1.4%GARPLowAnnapolis, MD2026-10-20
Cambridge Investment Research Advisors, Inc.
310,300$4.9K0.0%ETFLowFairfield, IA2026-11-02
IFM Investors Pty Ltd
305,121$4.8M0.0%IndexVery LowMelbourne, China2026-10-14
Well Done, LLC
285,141$4.5M0.6%ETFLowHolland, MI2026-10-20
Trek Financial, LLC
280,940$4.4M0.2%ETFHighScottsdale, AZ2026-10-29
Sullivan Wood Capital Management LLC
276,995$4.4M6.7%Deep ValueLowWashington, DC2026-10-13
Yarbrough Capital, LLC
274,612$4.3M0.1%Agg GrowthVery LowFranklin, TN2026-10-19
Xcel Wealth Management, LLC
271,423$4.3M1.1%CoreMediumHolly Hill, FL2026-10-26
Parkside Investments, LLC
271,245$4.3M0.5%ETFLowDeerfield, IL2026-10-20
Sava Infond d.o.o.
266,600$4.2M0.2%Agg GrowthLowMaribor, Andorra2026-10-28
Wealth Enhancement Advisory Services, LLC
265,346$4.1M0.0%CoreLowPlymouth, MN2026-10-13
SEB Asset Management AB
258,707$4.1M0.0%CoreN/AStockholm, Sweden2026-11-04
Old Second National Bank of Aurora
256,842$4.0M0.8%CoreLowAurora, IL2026-10-22
Gateway Investment Advisers LLC
250,935$3.9M0.0%GrowthLowCincinnati, OH2026-10-13
Consolidated Investment Group LLC
248,480$3.9M0.3%GrowthVery LowEnglewood, CO2026-11-04
RFG Advisory, LLC
237,768$3.7M0.1%ETFMediumBirmingham, AL2026-11-03
Pegasus Asset Management, Inc.
235,296$3.7M1.1%GrowthLowMorristown, NJ2026-11-03
Truist Financial Corp
234,063$3.7M0.0%CoreLowCharlotte, NC2026-10-30
Baker Chad R
228,965$3.6M0.6%GrowthLowPerrysburg, OH2026-10-22
J. Safra Sarasin Holding AG
227,454$3.6M0.1%CoreMediumBasel, Switzerland2026-10-26
Kestra Advisory Services, LLC
225,968$3.6M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
200,526$3.2M0.0%GrowthMediumTampa, FL2026-10-16
Warm Springs Advisors Inc.
200,000$3.1M2.0%Agg GrowthMediumLarkspur, CA2026-10-28
MFG Wealth Management, Inc.
190,476$3.0M2.2%GrowthHighIndianapolis, IN2026-10-09
KBC Group NV
190,248$3.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Blue Jean Financial LLC
185,724$2.9M1.8%GrowthVery HighAlbany, NY2026-10-20
Xponance LLC
180,173$2.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Vise Technologies, Inc.
179,233$2.8M0.0%IndexLowNew York, NY2026-10-29
Oppenheimer & Co Inc
167,461$2.6M0.0%CoreLowNew York, NY2026-10-26
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
164,252$2.6M0.1%CoreHighTurin, Latvia2026-10-22
Clean Yield Group
163,854$2.6M0.6%CoreLowNorwich, VT2026-10-28
CMG Global Holdings, LLC
163,115$2.6M1.1%MomentumLowPlano, TX2026-10-14
Taylor Frigon Capital Management LLC
152,340$2.4M1.2%GrowthMediumScottsdale, AZ2026-10-23
Hourglass Capital, LLC
143,600$2.3M0.5%ValueMediumHouston, TX2026-10-26
Swedbank AB
142,923$2.2M0.0%GrowthLowStockholm, Sweden2026-10-27
Torrey Growth & Income Advisors
134,912$2.2M0.7%CoreMediumDel Mar, CA2026-11-04
Triumph Capital Management
133,658$2.1M0.4%ETFMediumDenver, CO2026-10-14
Fulcrum Asset Management LLP
130,785$2.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
TD Waterhouse Canada Inc.
130,714$2.1M0.0%CoreLowToronto, Australia2026-10-16
Nisa Investment Advisors, LLC
130,662$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Venture Visionary Partners LLC
129,361$2.0M0.1%CoreLowSylvania, OH2026-10-07
Burney Co/
128,041$2.0M0.1%GARPMediumReston, VA2026-10-15
Daiwa Securities Group Inc.
125,000$2.0M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Swiss Life Asset Management Ltd
122,752$1.9M0.0%CoreLowZurich, Switzerland2026-11-03
Alliance Wealth Advisors, LLC
122,537$1.9M0.4%ETFHighCenterville, UT2026-10-28
Vontobel Holding Ltd.
117,080$1.8M0.0%CoreMediumZurich, Switzerland2026-10-16
Miller Financial Services LLC
114,383$1.8M1.4%CoreLowMarshall, MI2026-10-20
Mlp3, LLC
114,235$1.8M1.6%CoreVery LowLinwood, NJ2026-10-22
MacKenzie Financial Corp
113,500$1.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Capital Advisors Wealth Management, LLC
113,257$1.8M0.2%ETFLowYakima, WA2026-10-09
River Street Advisors LLC
112,873$1.8M0.5%CoreLowAurora, IL2026-10-22
Prospera Financial Services Inc
106,767$1.8M0.0%CoreMediumDallas, TX2026-11-04
ABN Amro Investment Solutions
104,666$1.6M0.0%GrowthLowParis Cedex 008, India2026-10-21
PensionDanmark Pensionsforsikringsaktieselskab
103,760$1.6M0.0%IndexLowCopenhagen O, Greece2026-10-19
Nkcfo LLC
100,000$1.6K0.0%GARPHighGeneva, IL2026-11-04
Ameliora Wealth Management Ltd.
100,000$1.6M0.4%ETFLowZurich, Switzerland2026-10-23
Firethorn Wealth Partners, LLC
97,897$1.5M0.5%ETFLowAugusta, GA2026-10-14
Annex Advisory Services, LLC
96,326$1.5M0.0%GrowthHighBrookfield, WI2026-10-16
Lido Advisors, LLC
96,030$1.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Gulf International Bank (UK) Ltd
95,924$1.5K0.0%CoreVery LowLondon, United Kingdom2026-10-20
IFP Advisors, Inc
95,414$1.5M0.0%GrowthLowTampa, FL2026-10-16
HUB Investment Partners, LLC
92,863$1.5M0.0%GrowthLowAustin, TX2026-11-03
Slow Capital, Inc.
92,554$1.5M0.2%Agg GrowthLowGreenbrae, CA2026-10-23
Carrera Capital Advisors
91,605$1.4M0.2%ETFMediumTroy, MI2026-11-03
Leonteq Securities AG
89,210$1.4M0.1%CoreHighZurich, Switzerland2026-10-29
Lakeshore Financial Planning, Inc.
88,432$1.4M0.4%ETFLowSt. Clair Shores, MI2026-10-13
Rakuten Investment Management, Inc.
83,403$1.3M0.0%ETFMediumTokyo, Mexico2026-10-30
Sigma Planning Corp
81,327$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Independent Financial Group, LLC
80,845$1.3M0.0%GrowthLowSan Diego, CA2026-10-13
Steinberganna Wealth Management
80,450$1.3M0.5%ETFLowHuntington, NY2026-10-23
Fideuram Asset Management (Ireland) dac
77,439$1.3M0.0%CoreHighDublin 1, Lithuania2026-10-29
Spire Wealth Management
77,107$1.2M0.0%GrowthMediumMclean, VA2026-10-30
Hudock, Inc.
75,181$1.2M0.1%ETFLowWilliamsport, PA2026-10-14
Inspire Investing, LLC
74,467$1.2M0.0%GARPHighMeridian, ID2026-10-22
BI Asset Management Fondsmaeglerselskab A/S
69,106$1.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
68,742$1.1M0.0%GrowthVery LowSeattle, WA2026-10-27
Midwest Professional Planners, Ltd.
68,363$1.1M0.2%GrowthMediumWausau, WI2026-10-29
AlphaCore Capital LLC
66,182$1.0M0.0%ETFLowLa Jolla, CA2026-11-04
Solidarity Wealth, LLC
65,661$1.0M0.2%CoreMediumLehi, UT2026-10-15
Matisse Capital
64,350$1.0M0.4%ValueMediumPortland, OR2026-10-29
Kestra Private Wealth Services, LLC
61,830$972.0K0.0%GrowthLowAustin, TX2026-10-30
Amalgamated Bank
60,611$9530.0%CoreVery LowNew York, NY2026-10-23
Candriam S.C.A.
54,664$862.5K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Asset One Wealth Management LLC
54,322$853.9K0.1%GrowthLowBellevue, WA2026-11-02
Chicago Partners Investment Group LLC
54,090$790.5K0.0%GARPLowChicago, IL2026-10-27
Brookstone Capital Management
53,754$845.0K0.0%ETFMediumWheaton, IL2026-10-22
Howland Capital Management LLC
53,347$838.6K0.0%CoreLowBoston, MA2026-10-22
Soltis Investment Advisors LLC
53,336$838.4K0.0%CoreMediumSt. George, UT2026-10-28
Krilogy Financial LLC
52,722$803.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Viewpoint Capital Management LLC
51,817$814.6K0.4%CoreVery LowSeattle, WA2026-10-27
Pathway Financial Advisers, LLC
51,471$809.1K0.2%CoreLowAuburn, IN2026-10-27
Rhodes Investment Advisors Inc
51,266$805.9K0.6%CoreMediumFort Worth, TX2026-10-07
First National Trust Co
50,820$798.9K0.0%GrowthLowJohnstown, PA2026-10-28
RPG Investment Advisory, LLC
49,200$773.4K0.1%GrowthLowPleasanton, CA2026-10-21
Perigon Wealth Management, LLC
46,095$724.6K0.0%GrowthLowSan Francisco, CA2026-10-22
Means Investment Co., Inc.
45,435$714.2K0.1%GrowthVery LowBangor, ME2026-11-03
Ag2r LA Mondiale Gestion D'actifs
44,405$698.0K0.0%GrowthLowParis, India2026-10-26
UniSuper Management Pty Ltd
42,210$663.5K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Wealthcare Advisory Partners LLC
42,001$660.3K0.0%ETFLowWest Chester, PA2026-10-21
Victory Financial Group, LLC
41,773$656.7K0.1%ETFLowAustin, TX2026-10-27
Sowell Financial Services LLC
40,141$631.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
Praxis Investment Management Inc
39,209$6160.0%CoreLowGoshen, IN2026-11-03
North Dakota State Investment Board
38,660$607.7K0.0%GrowthMediumBismarck, ND2026-10-27
Patriot Financial Group Insurance Agency, LLC
37,880$595.5K0.1%GrowthLowWalpole, MA2026-10-14
Valeo Financial Advisors, LLC
37,498$589.5K0.0%ETFLowCarmel, IN2026-10-08
Farther Finance Advisors, LLC
33,656$529.1K0.0%IndexLowSan Francisco, CA2026-10-08
Raiffeisen Bank International AG
32,691$520.1K0.0%GrowthMediumVienna, Chile2026-10-28
Sterling Capital Management LLC
32,624$512.8K0.0%GARPMediumCharlotte, NC2026-10-22
Floyd Financial Group LLC
32,575$496.4K0.3%GrowthMediumSpringfield, MO2026-10-28
Rydar Equities, Inc.
32,016$501.4K0.3%CoreVery LowWeatherford, TX2026-10-13
Eddie Patel Inc
31,722$498.7K0.3%GARPVery HighChicago, IL2026-11-02
B. Metzler seel. Sohn & Co. AG
30,713$482.8K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
EverSource Wealth Advisors, LLC
30,471$479.0K0.0%CoreMediumBirmingham, AL2026-11-04
Prime Capital Investment Advisors, LLC
30,388$477.7K0.0%ETFLowOverland Park, KS2026-10-20
Archford Capital Strategies, LLC
30,278$476.0K0.0%GrowthMediumSwansea, IL2026-10-19
Nvwm, LLC
30,206$474.8K0.1%GrowthMediumYardley, PA2026-10-14
Avidian Wealth Enterprises, LLC
29,999$471.6K0.0%ETFLowHouston, TX2026-10-08
E. Ohman J:or Asset Management AB
29,677$466.5K0.0%GrowthMediumStockholm, Sweden2026-10-22
Avanza Fonder AB
28,995$455.8K0.0%GrowthLowStockholm, Sweden2026-10-13
McGuire Investment Group, LLC
28,318$445.2K0.0%Agg GrowthLowWakefield, RI2026-10-23
First Citizens Bank & Trust Co
28,296$444.8K0.0%CoreMediumRaleigh, NC2026-10-14
Simplicity Wealth,LLC
28,250$444.1K0.0%ETFLowSummit, NJ2026-10-23
Wedmont Private Capital
27,680$432.1K0.0%IndexVery LowWest Chester, PA2026-10-09
StoneX Group Inc.
27,630$445.8K0.0%ETFMediumNew York, NY2026-11-03
Keybank National Association
26,884$422.6K0.0%CoreLowBrooklyn, OH2026-11-04
Teamwork Financial Advisors, LLC
26,653$419.0K0.0%GrowthHighSan Antonio, TX2026-10-19
Correct Capital Wealth Management
25,681$403.7K0.1%ETFMediumClayton, MO2026-11-02
WoodTrust Financial Corp
24,800$3900.0%CoreLowWisconsin Rapids, WI2026-10-09
HB Wealth Management, LLC
24,715$384.6K0.0%IndexVery LowAtlanta, GA2026-10-23
Apollon Wealth Management, LLC
24,456$384.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Citizens Financial Group Inc
24,253$381.3K0.0%GrowthLowProvidence, RI2026-10-23
Decision Investments, Inc
24,240$381.1K0.3%GrowthLowSan Diego, CA2026-10-07
Kennedy Investment Group, Inc.
23,666$372.0K0.1%GrowthLowWest Deptford, NJ2026-10-21
Assenagon Asset Management S.A.
23,509$369.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Manchester Financial Inc
23,371$367.4K0.1%ETFMediumWestlake Village, CA2026-10-15
USAdvisors Wealth Management, LLC
23,040$3620.0%ETFLowEden Prairie, MN2026-10-21
Lewis Asset Management, LLC
23,000$361.6K0.1%GrowthLowLafayette, CA2026-10-14
Avior Wealth Management, LLC
22,716$357.1K0.0%ETFMediumOmaha, NE2026-10-13
Founders Financial Securities LLC
22,611$355.4K0.0%ETFMediumTowson, MD2026-10-28
Harbor Capital Advisors, Inc.
22,379$3520.0%ValueHighChicago, IL2026-10-22
Trueblood Wealth Management, LLC
22,084$347.2K0.1%CoreLowLima, OH2026-10-23
Mayfair Advisory Group, LLC
21,593$339.4K0.1%ETFLowBirmingham, AL2026-10-20
Global Financial Private Client, LLC
21,450$337.2K0.1%GrowthLowSarasota, FL2026-10-15
Calamos Wealth Management LLC
21,339$335.4K0.0%GrowthMediumNaperville, IL2026-11-02
Alpha Wealth Funds, LLC
21,076$335.3K1.1%ETFMediumPark City, UT2026-11-04
Triad Wealth Partners, LLC
21,014$330.3K0.0%ETFMediumLawrence, KS2026-10-26
Perpetual Ltd
20,852$327.8K0.0%ValueMediumSydney, New South Wales, China2026-10-13
Gamma Investing LLC
20,736$326.0K0.0%IndexVery LowFoster City, CA2026-10-08
Baker Tilly Wealth Management, LLC
20,540$322.9K0.1%GrowthLowMadison, WI2026-10-05
Southern Financial Group, LLC
20,215$317.8K0.1%ETFVery LowBirmingham, AL2026-10-30
Motley Fool Asset Management LLC
20,042$315.1K0.0%GrowthMediumAlexandria, VA2026-10-27
United Advisor Group, LLC
19,996$314.3K0.0%ETFLowCincinnati, OH2026-11-03
Axxcess Wealth Management, LLC
19,595$308.0K0.0%CoreLowCarlsbad, CA2026-10-21
MGO One Seven LLC
19,528$307.0K0.0%GrowthLowBeachwood, OH2026-10-28
Intrua Financial, LLC
19,515$306.8K0.0%ETFMediumHouston, TX2026-10-28
Amicus Financial Advisors, LLC
19,314$303.6K0.1%ETFLowLubbock, TX2026-11-03
Thrive Wealth Management, LLC
19,291$303.3K0.0%ETFVery LowAudubon, PA2026-10-13
Avion Wealth
18,974$2970.0%ETFLowThe Woodlands, TX2026-11-04
Capital Investment Advisors, LLC
18,402$289.3K0.0%CoreLowAtlanta, GA2026-10-22
Kingswood Wealth Advisors, LLC
18,281$287.4K0.0%GrowthLowSan Diego, CA2026-10-23
Partners Wealth Management, LLC
18,245$286.8K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Fiduciary Financial Group, LLC
17,641$277.3K0.0%ETFLowSan Rafael, CA2026-10-13
Yousif Capital Management, LLC
17,549$275.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Probity Advisors, Inc.
17,293$271.8K0.0%ETFLowDallas, TX2026-10-23
Clear Creek Financial Management, LLC
17,292$271.8K0.0%ETFMediumSilverdale, WA2026-10-28
Lake Street Private Wealth, LLC
17,003$267.3K0.0%GrowthLowChicago, IL2026-10-22
Interchange Capital Partners, LLC
16,964$266.7K0.0%GrowthLowPittsburgh, PA2026-10-28
Principal Financial Group Inc
16,898$265.6K0.0%CoreLowDes Moines, IA2026-11-02
Karras Company, Inc.
16,500$259.4K0.2%GrowthLowRoy, UT2026-10-16
Albion Financial Group
16,415$258.0K0.0%GrowthLowSalt Lake City, UT2026-10-21
International Assets Investment Management, LLC
16,400$259.8K0.0%CoreVery HighOrlando, FL2026-11-02
Truefg, LLC
16,125$253.5K0.1%ETFVery LowCedar Park, TX2026-10-15
MSH Capital Advisors LLC
15,952$250.8K0.0%CoreLowScottsdale, AZ2026-11-03
BankChampaign, National Association
15,872$249.5K0.2%GrowthMediumChampaign, IL2026-10-19
Fearless Solutions, LLC dba Best Invest
15,811$248.5K0.1%ETFLowSan Antonio, TX2026-10-14
Parallel Advisors, LLC
15,768$247.9K0.0%IndexLowSan Francisco, CA2026-11-03
Northwest Wealth Management, LLC
15,717$247.1K0.0%ETFLowSpencer, IA2026-10-30
Ethic Inc.
15,683$246.5K0.0%CoreLowNew York, NY2026-11-03
W.G. Shaheen & Associates DBA Whitney & Co
15,540$244.3K0.0%CoreLowRochester, NY2026-11-03
Capital Investment Advisory Services, LLC
15,488$243.5K0.0%CoreMediumRaleigh, NC2026-10-30
Fermata Advisors, LLC
15,455$243.0K0.0%ETFLowSonoma, CA2026-10-13
Tempus Wealth Planning, LLC
15,200$238.9K0.0%ETFMediumIrvine, CA2026-10-14
Procyon Advisors, LLC
14,899$234.2K0.0%CoreVery LowShelton, CT2026-10-21
Visionary Wealth Advisors
14,879$233.9K0.0%ETFLowO'Fallon, IL2026-11-04
Redhawk Wealth Advisors, Inc.
14,840$233.3K0.0%ETFHighMinneapolis, MN2026-10-14
PKS Advisory Services, LLC
14,475$259.5K0.0%ETFMediumAlbany, NY2026-10-26
Acorn Financial Advisory Services Inc
14,396$226.3K0.0%ETFMediumReston, VA2026-11-02
Pension & Wealth Management Advisors, Inc.
14,158$222.6K0.1%ETFLowWaltham, MA2026-10-16
Kercheville Advisors, LLC
13,989$219.9K0.1%GrowthMediumSan Antonio, TX2026-10-19
Riggs Asset Managment Co. Inc.
13,983$219.8K0.0%GrowthMediumDallas, PA2026-11-05
Axxion S.A.
13,784$216.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Traynor Capital Management, Inc.
13,761$216.3K0.0%GrowthLowMalvern, PA2026-10-29
Financial Partners Group, Inc
13,691$215.2K0.0%ETFLowOverland Park, KS2026-10-19
Root Financial Partners, LLC
13,531$212.7K0.0%ETFMediumEncinitas, CA2026-10-21
Harel Insurance Investments & Financial Services Ltd.
13,459$2090.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Park Avenue Securities LLC
13,057$2050.0%ETFMediumNew York, NY2026-10-26
Millennium Capital Advisors, LLC
13,050$205.1K0.1%GrowthLowLittle Rock, AR2026-10-16
Palacios Wealth Management, LLC
12,997$204.3K0.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Seelaus Asset Management LLC
12,753$200.5K0.1%GrowthMediumChatham, NJ2026-10-14
Mutual of America Capital Management LLC
12,660$199.0K0.0%IndexLowNew York, NY2026-10-23
Ring Mountain Capital, LLC
12,483$196.2K0.1%GrowthVery LowTiburon, CA2026-10-13
Norden Group LLC
12,378$194.6K0.0%GrowthMediumProvo, UT2026-10-20
Teza Capital Management LLC
12,369$194.4K0.2%ValueHighAustin, TX2026-10-23
Nfsg Corp
12,265$192.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Signaturefd, LLC
12,211$192.0K0.0%IndexLowAtlanta, GA2026-10-23
Lodestone Wealth Management LLC
12,075$189.8K0.1%CoreLowSpokane, WA2026-10-14
Worth Financial Advisory Group, LLC
12,025$189.0K0.1%GrowthVery LowCharlotte, NC2026-10-19
ETF Portfolio Partners, Inc.
12,000$188.6K0.0%ETFVery LowLeawood, KS2026-10-22
Wedbush Securities Inc
11,965$1880.0%CoreLowPasadena, CA2026-10-22
Regatta Capital Group, LLC
11,732$184.4K0.0%ETFLowEl Segundo, CA2026-10-23
Cigna Investments Inc
11,507$1810.0%CoreVery LowBloomfield, CT2026-10-19
Future Financial Wealth Managment LLC
11,500$180.8K0.1%ETFMediumCincinnati, OH2026-10-15
Gilliland Jeter Wealth Management LLC
11,500$180.8K0.0%GrowthVery LowLittle Rock, AR2026-10-28
Strategic Blueprint, LLC
11,494$180.7K0.0%ETFLowAtlanta, GA2026-10-22
Robeco Institutional Asset Management B.V.
11,388$179.0K0.0%CoreMediumRotterdam, Philippines2026-10-20
Sagespring Wealth Partners, LLC
11,381$178.9K0.0%ETFLowFranklin, TN2026-10-22
Key Client Fiduciary Advisors, LLC
11,156$175.4K0.0%ValueMediumFairfield, NJ2026-10-19
Rosenberg Matthew Hamilton
10,942$172.0K0.0%ETFVery LowGrand Junction, CO2026-10-05
Horizon Wealth Management, LLC
10,900$171.3K0.0%ETFVery HighLa Grange, IL2026-11-02
OpenArc Corporate Advisory, LLC
10,819$170.1K0.0%GrowthLowAtlanta, GA2026-10-21
Bria Capital Group, LLC
10,753$169.0K0.1%GrowthVery HighWesley Chapel, FL2026-10-22
Allspring Global Investments Holdings, LLC
10,723$169.9K0.0%CoreMediumCharlotte, NC2026-11-04
Pinnacle Associates LTD
10,677$167.8K0.0%CoreLowNew York, NY2026-10-20
Ascent Wealth Partners, LLC
10,637$167.2K0.0%GrowthLowNew Hartford, NY2026-10-23
Alps Advisors Inc
10,605$166.7K0.0%YieldLowDenver, CO2026-11-03
A&I Financial Services, LLC
10,000$157.2K0.1%ETFHighLone Tree, CO2026-10-15
Pinnacle Wealth Planning Services, Inc.
9,306$146.3K0.0%GARPLowMansfield, OH2026-10-27
Cassaday & Co Wealth Management LLC
8,900$139.9K0.0%ETFVery LowMclean, VA2026-10-27
Abound Wealth Management
8,893$139.8K0.0%ETFVery LowFranklin, TN2026-10-26
CoreCap Advisors, LLC
8,374$131.6K0.0%ETFMediumSouthfield, MI2026-10-08
Nemes Rush Group LLC
8,263$129.9K0.0%CoreVery LowNovi, MI2026-11-04
Private Trust Co NA
7,639$120.1K0.0%CoreLowCleveland, OH2026-10-20
Lanark Financial, Inc.
7,450$117.1K0.0%CoreMediumBirmingham, AL2026-10-26
Global X Japan Co., Ltd.
6,835$107.4K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Wolff Wiese Magana LLC
6,000$94.3K0.0%GrowthLowCarslbad, CA2026-10-15
Livforsakringsbolaget Skandia, Omsesidigt
5,993$94.2K0.0%GrowthMediumStockholm, Sweden2026-10-21
Investment Research & Advisory Group, Inc.
5,905$92.8K0.0%GrowthVery LowAtlanta, GA2026-10-19
Oslo Pensjonsforsikring AS
5,681$89.3K0.0%ValueLowOslo, Norway2026-10-15
Manchester Capital Management LLC
5,628$88.5K0.0%CoreLowManchester, VT2026-10-22
Heritage Family Offices, LLP
5,432$85.4K0.0%GrowthHighScottsdale, AZ2026-11-02
Trellis Wealth Advisors LLC
5,350$84.1K0.0%ETFVery LowSan Luis Obispo, CA2026-10-19
Balance Wealth Partners LLC
4,892$76.9K0.0%ETFMediumWorthington, OH2026-10-27
GK Wealth Management LLC
4,640$72.9K0.0%GARPVery HighReno, NV2026-10-09
Hilton Head Capital Partners, LLC
4,380$68.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
Parkside Financial Bank & Trust
3,937$61.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Assetmark, Inc
3,862$60.7K0.0%ETFLowConcord, CA2026-10-21
Westside Investment Management, Inc.
3,600$56.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Covestor Ltd
3,525$550.0%ValueHighLondon, United Kingdom2026-10-30
University of Texas S AM Investment Management Co
3,072$48.3K0.0%CoreHighAustin, TX2026-11-03
Mirae Asset Global Investments Co., Ltd.
2,927$46.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
Blume Capital Management, Inc.
2,500$39.3K0.0%CoreMediumBerkeley, CA2026-10-26
Elyxium Wealth, LLC
2,419$38.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
First Horizon Corp
2,326$36.6K0.0%CoreLowMemphis, TN2026-10-26
Murphy & Mullick Capital Management Corp
2,325$36.5K0.0%GrowthLowSmithtown, NY2026-11-02
Markowski Investments
2,286$35.9K0.0%ETFN/ATampa, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
2,248$35.3K0.0%CoreLowSpringfield, MA2026-10-05
Ascentis Wealth Management, LLC
2,067$32.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
2,007$31.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
Barrett & Company, Inc.
2,000$31.4K0.0%ETFLowProvidence, RI2026-10-22
Cornerstone National Bank & Trust Co
2,000$31.7K0.0%ETFMediumPalatine, IL2026-10-20
TD Private Client Wealth LLC
1,865$29.3K0.0%ETFLowNew York, NY2026-10-28
Owl Creek Wealth Partners LLC
1,725$27.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Capital Advisors, Ltd. LLC
1,679$260.0%ETFLowShaker Heights, OH2026-10-27
Compass Financial Management LLC
1,572$24.7K0.0%CoreN/ATampa, FL2026-10-30
Quaker Wealth Management, LLC
1,424$22.4K0.0%ETFMediumMoorestown, NJ2026-10-22
TFC Financial Management, Inc.
1,422$22.4K0.0%ETFVery LowBoston, MA2026-10-26
Hurley Capital, LLC
1,400$22.0K0.0%GARPMediumNew York, NY2026-11-05
American Capital Advisory, LLC
1,324$20.8K0.0%ETFLowKetchum, ID2026-10-28
True Wealth Design, LLC
1,238$19.5K0.0%ETFMediumAkron, OH2026-10-13
Grove Bank & Trust
1,214$19.1K0.0%ETFLowMiami, FL2026-10-08
CX Institutional
1,197$190.0%CoreMediumAuburn, IN2026-10-02
SJS Investment Consulting Inc.
1,189$18.7K0.0%ETFVery LowSylvania, OH2026-10-26
Hazlett, Burt & Watson, Inc.
1,176$190.0%CoreVery LowWheeling, WV2026-11-04
Key FInancial Inc
1,150$18.1K0.0%ETFLowWest Chester, PA2026-11-02
Versant Capital Management, Inc
1,110$17.4K0.0%GARPLowPhoenix, AZ2026-10-02
Latitude Advisors, LLC
1,097$17.2K0.0%ETFLowYorkville, IL2026-10-27
Bell Investment Advisors, Inc
1,070$16.8K0.0%ETFVery LowOrinda, CA2026-10-29
Torren Management, LLC
1,034$16.3K0.0%ETFMediumSan Diego, CA2026-10-29
Signature Equity Partners, LLC
1,027$16.1K0.0%GrowthMediumColumbus, OH2026-10-29
Tradewinds Capital Management, LLC
1,023$16.1K0.0%ETFVery HighBellingham, WA2026-10-23
Creative Financial Designs Inc
1,000$15.7K0.0%ETFMediumKokomo, IN2026-11-04
Legacy Bridge, LLC
1,000$15.7K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Bank of New Hampshire
1,000$15.7K0.0%CoreLowLaconia, NH2026-10-06
Essential Partners LLC
987$15.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
978$15.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Valley Wealth Managers, Inc.
963$15.1K0.0%GARPMediumParamus, NJ2026-10-09
Center for Financial Planning, Inc.
925$14.5K0.0%ETFLowSouthfied, MI2026-10-26
Smallwood Wealth Investment Management, LLC
900$14.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Blue Trust, Inc.
898$14.1K0.0%ETFLowBrentwood, TN2026-10-15
Mather Group, Llc.
854$13.4K0.0%ETFMediumChicago, IL2026-10-14
Aspect Partners, LLC
838$13.2K0.0%ETFMediumFairfax, VA2026-10-20
Proathlete Wealth Management LLC
810$12.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Bank Julius Baer & Co. Ltd, Zurich
800$12.6K0.0%GrowthMediumZurich, Switzerland2026-10-29
WPG Advisers, LLC
799$12.6K0.0%CoreLowBaltimore, MD2026-10-27
Salomon & Ludwin, LLC
799$12.6K0.0%ETFVery LowRichmond, VA2026-10-29
Financial Perspectives, Inc
775$12.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Godsey & Gibb, Inc
701$11.0K0.0%CoreLowRichmond, VA2026-10-14
JFS Wealth Advisors, LLC
693$10.9K0.0%ETFVery LowHermitage, PA2026-11-03
Arlington Trust Co LLC
691$10.9K0.0%ETFMediumBirmingham, AL2026-10-20
Meriwether Wealth & Planning, LLC
676$10.6K0.0%ETFMediumMinden, LA2026-10-13
Bfsg, LLC
640$10.1K0.0%CoreLowIrvine, CA2026-10-30
James T. Borello RIA
603$9.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
Gen-Wealth Partners Inc
600$9.4K0.0%CoreLowZeeland, MI2026-11-04
Trust Co of Vermont
563$8.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Golden State Wealth Management, LLC
550$8.6K0.0%ETFMediumSanta Ana, CA2026-11-02
Cromwell Holdings LLC
512$8.0K0.0%IndexLowJackson, WY2026-10-28
Elevated Capital Advisors, LLC
500$7.9K0.0%ETFMediumSandy, UT2026-11-04
North Star Investment Management Corp.
500$7.9K0.0%CoreLowChicago, IL2026-10-27
GHP Investment Advisors, Inc.
500$7.9K0.0%CoreVery LowDenver, CO2026-10-15
Bangor Savings Bank
455$7.2K0.0%ETFLowBangor, ME2026-10-06
Vision Financial Markets LLC
400$6.4K0.0%CoreLowStamford, CT2026-10-22
Hilltop National Bank
400$6.3K0.0%CoreLowCasper, WY2026-10-14
Adirondack Trust Co
400$6.3K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Toth Financial Advisory Corp
350$5.5K0.0%CoreLowLeesburg, VA2026-10-08
Vima LLC
333$5.2K0.0%CoreLowTroy, MI2026-10-23
Main Street Group, LTD
300$4.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Ascentis Independent Advisors
300$4.7K0.0%ETFLowDallas, TX2026-11-03
Hughes Financial Services, LLC
288$5.1K0.0%ETFLowHerndon, VA2026-10-30
Vermillion Wealth Management, Inc.
272$4.3K0.0%ValueLowRosemount, MN2026-10-26
MV Capital Management, Inc.
271$4.3K0.0%ETFLowBethesda, MD2026-10-29
Elevation Wealth Partners, LLC
263$4.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Cullen T Bankers, Inc.
262$4.1K0.0%GrowthLowSan Antonio, TX2026-10-28
St. Johns Investment Management Company, LLC
257$4.0K0.0%CoreVery LowJacksonville, FL2026-10-30
Farmers & Merchants Trust Co of Chambersburg PA
250$40.0%GARPLowChambersburg, PA2026-10-14
FNY Investment Advisers, LLC
250$30.0%GrowthVery HighNew York, NY2026-10-16
Retirement Wealth Solutions LLC
243$3.8K0.0%ETFLowMarshfield, WI2026-10-07
Wealth Enhancement Trust Services, Inc.
228$3.6K0.0%GrowthMediumSioux Falls, SD2026-10-07
Atwood & Palmer Inc
222$3.5K0.0%CoreVery LowKansas City, MO2026-10-08
Noble Wealth Management PBC
200$3.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Highline Wealth Partners LLC
190$3.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Carnegie Lake Advisors LLC
176$334.8K0.1%ValueLowPrinceton, NJ2026-11-03
DiNuzzo Private Wealth, Inc.
167$2.6K0.0%ETFLowBeaver, PA2026-10-16
Southern Michigan Bank & Trust
159$2.5K0.0%ETFLowColdwater, MI2026-10-19
Atlantic Edge Private Wealth Management, LLC
150$2.4K0.0%CoreLowJacksonville, FL2026-10-20
Bay Harbor Wealth Management, LLC
149$2.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Planning Strategies Inc.
131$2.1K0.0%ETFN/ALancaster, PA2026-10-02
Advocate Investing Services LLC
125$2.0K0.0%ETFLowWoodbine, MD2026-10-26
DB Fitzpatrick & Co, Inc
120$1.9K0.0%CoreMediumBoise, ID2026-10-19
Friedenthal Financial
100$1.6K0.0%ETFHighMarlton, NJ2026-10-27
POM Investment Strategies, LLC
100$1.6K0.0%ETFVery HighRaleigh, NC2026-10-20
Signature Resources Capital Management, LLC
100$1.6K0.0%ETFLowNewport Beach, CA2026-10-16
Evolution Wealth Management Inc.
100$1.6K0.0%ETFMediumFort Myers, FL2026-10-28
Nvest Wealth Strategies, Inc.
100$1.6K0.0%ETFVery LowPowell, OH2026-10-14
1620 Investment Advisors, Inc.
100$1.6K0.0%ValueLowPlymouth, MA2026-11-04
Asset Dedication, LLC
94$1.5K0.0%ETFLowSan Francisco, CA2026-11-03
Quest 10 Wealth Builders, Inc.
93$1.5K0.0%ETFLowFuquay-Varina, VA2026-11-02
RMG Wealth Management LLC
83$1.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Private Wealth Management Group, LLC
79$1.2K0.0%ETFLowPrinceton, NJ2026-10-19
William Mack & Associates, Inc.
77$1.2K0.0%ETFLowTroy, MI2026-10-27
Tsfg, LLC
69$10.0%ETFLowLake Forest, IL2026-10-23
Burk Holdings LLC
60$9430.0%ETFVery LowTulsa, OK2026-11-05
Gilpin Wealth Management, LLC
56$8810.0%GrowthLowDenver, CO2026-10-09
DecisionPoint Financial, LLC
55$8720.0%ETFVery LowMesa, AZ2026-10-27
Investors Research Corp
53$8330.0%ETFLowAtlanta, GA2026-10-07
West Financial Advisors, LLC
49$7710.0%ETFLowDes Moines, IA2026-10-22
Davis Capital Management
47$7390.0%CoreLowJacksonville, FL2026-10-08
Sarver Vrooman Wealth Advisors
40$6290.0%ETFMediumKansas City, MO2026-10-01
Concord Wealth Partners
36$5660.0%GrowthLowAbingdon, VA2026-11-02
Financial Consulate, Inc
35$5510.0%ETFLowHunt Valley, MD2026-10-23
Bare Financial Services, Inc
34$5340.0%ETFVery LowGap, PA2026-11-04
Eukles Asset Management
32$5030.0%CoreLowCincinnati, OH2026-11-04
Physician Wealth Advisors, Inc.
31$4880.0%ETFMediumMidvale, UT2026-10-20
Cranbrook Wealth Management, LLC
29$4560.0%ETFVery LowBloomfield Hills, MI2026-10-28
Strategic Advocates LLC
27$4240.0%GrowthLowSacramento, CA2026-11-03
New England Capital Financial Advisors LLC
26$4090.0%ETFLowMeriden, CT2026-11-03
Financial Management Professionals, Inc.
25$3960.0%ETFMediumAustin, TX2026-10-23
Birchwood Financial Partners, Inc.
23$3620.0%ETFVery LowBloomington, MN2026-11-02
Cape Investment Advisory, Inc.
21$3300.0%ETFLowMcdonough, GA2026-10-13
Breakwater Investment Management
20$3150.0%ETFLowSeattle, WA2026-10-20
Creative Capital Management Investments LLC
19$2990.0%ETFLowSan Diego, CA2026-10-28
West Paces Advisors Inc.
18$2830.0%ETFLowAtlanta, GA2026-10-13
Trust Co of Toledo NA
14$2200.0%GrowthVery LowHolland, OH2026-10-16
Maryland Capital Advisors Inc.
11$1730.0%ETFVery LowChester, MD2026-10-15
Byrne Asset Management LLC
9$1430.0%CoreLowKingston, NJ2026-10-06
Monetary Solutions, Ltd
9$1410.0%ETFVery LowDayton, OH2026-10-22
Bokf, NA
7$1100.0%CoreLowTulsa, OK2026-10-27
IMG Wealth Management, Inc.
5$790.0%ETFMediumJacksonville, FL2026-10-27
City State Bank
2$310.0%GrowthVery LowNorwalk, IA2026-10-20
Reap Financial Group, LLC
1$160.0%ETFLowAustin, TX2026-11-02
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04