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Sonoco Products Co (SON)

CUSIP: 835495102 | NYSE | Consumer Cyclical · Packaging & Containers | Mid Cap | 1628 institutional holders

Quarters

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

Dimensional Fund Advisors LP5,312,842
0.0% of portfolio›$259.4M
Bank of New York Mellon Corp1,080,569
0.0% of portfolio›$52.8M
Private Management Group Inc828,381
1.1% of portfolio›$40.4M
ProShare Advisors LLC495,846
0.0% of portfolio›$24.2M
Pictet Asset Management Holding SA465,560
0.0% of portfolio›$22.7M
Sound Income Strategies, LLC316,637
0.7% of portfolio›$15.3M
Access Investment Management LLC294,509
3.5% of portfolio›$14.4M
Arga Investment Management, LP291,641
0.4% of portfolio›$14.2M
Principal Financial Group Inc246,171
0.0% of portfolio›$12.0M
Meadow Creek Wealth Advisors LLC238,936
6.9% of portfolio›$11.7M
Midwest Trust Co216,528
0.1% of portfolio›$10.6M
Wealth Enhancement Advisory Services, LLC204,930
0.0% of portfolio›$9.4M
Wedge Capital Management L L P186,282
0.2% of portfolio›$9.1M
Truist Financial Corp156,392
0.0% of portfolio›$7.6M
Swedbank AB143,604
0.0% of portfolio›$7.0M
Creative Planning139,108
0.0% of portfolio›$6.8M
Citigroup Inc131,858
0.0% of portfolio›$6.4M
Salem Investment Counselors Inc110,307
0.1% of portfolio›$5.4M
UniSuper Management Pty Ltd106,132
0.0% of portfolio›$5.2M
Retirement Systems of Alabama101,983
0.0% of portfolio›$5.0M
Wasatch Advisors LP79,444
0.0% of portfolio›$3.9M
New York State Teachers Retirement System67,746
0.0% of portfolio›$3.3K
KBC Group NV64,551
0.0% of portfolio›$3.2K
State of Alaska, Department of Revenue61,368
0.0% of portfolio›$3.0K
Atria Investments, Inc60,966
0.0% of portfolio›$3.0M
DekaBank Deutsche Girozentrale60,154
0.0% of portfolio›$3.0K
Edmp, Inc.54,417
2.1% of portfolio›$2.7M
Oppenheimer Asset Management Inc.51,215
0.0% of portfolio›$2.5M
Naples Global Advisors, LLC50,973
0.2% of portfolio›$2.5M
Synergy Asset Management, LLC50,615
0.2% of portfolio›$2.5M
Virginia Retirement Systems ET Al49,000
0.0% of portfolio›$2.4M
Achmea Investment Management B.V.47,500
0.0% of portfolio›$2.3M
Amalgamated Bank44,708
0.0% of portfolio›$2.2K
PensionDanmark Pensionsforsikringsaktieselskab41,509
0.0% of portfolio›$2.0M
Kestra Private Wealth Services, LLC38,976
0.0% of portfolio›$1.9M
Steel Grove Capital Advisors, LLC38,469
0.2% of portfolio›$1.9M
State of New Jersey Common Pension Fund D37,797
0.0% of portfolio›$1.8M
Fruth Investment Management37,766
0.0% of portfolio›$1.8K
Mutual of America Capital Management LLC36,022
0.0% of portfolio›$1.8M
Thrivent Financial for Lutherans34,661
0.0% of portfolio›$1.7K
Allen Wealth Management, LLC34,536
0.8% of portfolio›$1.7M
AlphaCore Capital LLC33,491
0.0% of portfolio›$1.6M
Westhampton Capital, LLC33,305
0.7% of portfolio›$1.6M
Argyle Capital Management, LLC32,558
0.5% of portfolio›$1.6M
Davenport & Co LLC31,167
0.0% of portfolio›$1.5M
Nvwm, LLC29,869
0.3% of portfolio›$1.5M
Louisiana State Employees Retirement System29,400
0.0% of portfolio›$1.4M
Arizona State Retirement System27,857
0.0% of portfolio›$1.4M
D.A. Davidson & Co.27,829
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC27,636
0.0% of portfolio›$1.3M
First Citizens Bank & Trust Co26,675
0.0% of portfolio›$1.3M
Fulcrum Asset Management LLP25,136
0.1% of portfolio›$1.2M
Cantor Fitzgerald Investment Advisors L.P.24,260
0.1% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,601
0.0% of portfolio›$1.2M
Greenwood Capital Associates LLC23,468
0.1% of portfolio›$1.1M
State of Michigan Retirement System23,151
0.0% of portfolio›$1.1M
Bailard, Inc.22,300
0.0% of portfolio›$1.1M
Capital Investment Advisory Services, LLC22,223
0.1% of portfolio›$1.1M
Curbstone Financial Management Corp21,710
0.2% of portfolio›$1.1M
Kestra Advisory Services, LLC21,269
0.0% of portfolio›$1.0M
Powell Investment Advisors, LLC21,233
0.3% of portfolio›$1.0M
Oregon Public Employees Retirement Fund20,516
0.0% of portfolio›$1.0M
Elwood & Goetz Wealth Advisory Group, LLC20,338
0.1% of portfolio›$992.9K
Foster Victor Wealth Advisors, LLC20,279
0.1% of portfolio›$1.0M
Commonwealth Equity Services, LLC19,238
0.0% of portfolio›$939.2K
Trust Co of the South18,161
0.1% of portfolio›$886.6K
Essex Bank16,668
0.2% of portfolio›$813.6K
HB Wealth Management, LLC16,342
0.0% of portfolio›$757.9K
Ascent Group, LLC15,435
0.0% of portfolio›$753.5K
Cascade Investment Advisors, Inc.14,297
0.4% of portfolio›$698.0K
US Bancorp \de\14,140
0.0% of portfolio›$690.3K
Wedmont Private Capital13,891
0.0% of portfolio›$672.3K
Inspire Investing, LLC13,166
0.0% of portfolio›$642.8K
Linden Thomas Advisory Services, LLC13,127
0.1% of portfolio›$640.9K
D.B. Root & Company, LLC12,419
0.1% of portfolio›$606.3K
Eagle Bay Advisors LLC12,374
0.4% of portfolio›$604.1K
Steph & Co11,854
0.1% of portfolio›$578.7K
Choreo, LLC11,643
0.0% of portfolio›$568.5K
Xponance LLC11,496
0.0% of portfolio›$561.2K
Blue Trust, Inc.10,982
0.0% of portfolio›$536.2K
Quadrant Capital Group LLC10,912
0.0% of portfolio›$531.9K
Nicholas Hoffman & Company, Llc.10,866
0.0% of portfolio›$530.5K
Swiss Life Asset Management Ltd10,757
0.0% of portfolio›$525.2K
State of Wyoming10,525
0.0% of portfolio›$513.8K
Farther Finance Advisors, LLC10,438
0.0% of portfolio›$509.6K
Equitable Trust Co10,438
0.0% of portfolio›$509.6K
Trust Co of Toledo NA10,368
0.0% of portfolio›$506.2K
TD Waterhouse Canada Inc.10,206
0.0% of portfolio›$495.1K
Hilton Head Capital Partners, LLC9,965
0.3% of portfolio›$486.5K
NorthCrest Asset Manangement, LLC9,948
0.0% of portfolio›$481.5K
Chicago Partners Investment Group LLC9,778
0.0% of portfolio›$490.1K
Apella Capital, LLC9,479
0.0% of portfolio›$452.5K
IFP Advisors, Inc9,109
0.0% of portfolio›$444.7K
Eastover Investment Advisors LLC8,830
0.2% of portfolio›$431.1K
Fiduciary Alliance LLC8,803
0.0% of portfolio›$429.8K
CoreCap Advisors, LLC8,762
0.0% of portfolio›$427.8K
Brighton Jones LLC8,627
0.0% of portfolio›$421.2K
MacKenzie Financial Corp8,549
0.0% of portfolio›$417.4K
Davis Investment Partners, LLC8,519
0.1% of portfolio›$415.9K
William B. Walkup & Associates, Inc.8,259
0.2% of portfolio›$403.2K
Poehling Capital Management, Inc.8,135
0.1% of portfolio›$397.2K
MTM Investment Management, LLC7,866
0.1% of portfolio›$384.0K
B.O.S.S. Retirement Advisors, LLC7,849
0.1% of portfolio›$383.2K
Abacus Planning Group, Inc.7,748
0.0% of portfolio›$378.3K
SEB Asset Management AB7,741
0.0% of portfolio›$377.9K
TD Private Client Wealth LLC7,172
0.0% of portfolio›$350.1K
Crossmark Global Holdings, Inc.6,970
0.0% of portfolio›$340.3K
Park Avenue Securities LLC6,720
0.0% of portfolio›$328
Abel Hall, LLC6,520
0.1% of portfolio›$318.3K
First Horizon Corp6,330
0.0% of portfolio›$309.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management6,024
0.0% of portfolio›$294.1K
Perigon Wealth Management, LLC5,930
0.0% of portfolio›$289.5K
Burns Matteson Capital Management, LLC5,850
0.1% of portfolio›$285.6K
Bfsg, LLC5,836
0.0% of portfolio›$284.9K
Tctc Holdings, LLC5,702
0.0% of portfolio›$278.4K
Resonant Capital Advisors, LLC5,512
0.0% of portfolio›$269.1K
Exchange Traded Concepts, LLC5,478
0.0% of portfolio›$267.4K
Leonteq Securities AG5,472
0.0% of portfolio›$267.1K
Baker Ellis Asset Management LLC5,303
0.0% of portfolio›$258.9K
Salomon & Ludwin, LLC5,039
0.0% of portfolio›$246.0K
Krilogy Financial LLC4,775
0.0% of portfolio›$229.4K
Advocate Group LLC4,723
0.0% of portfolio›$230.6K
Nisa Investment Advisors, LLC4,709
0.0% of portfolio›$229.9K
Verity Asset Management, Inc.4,619
0.1% of portfolio›$225.5K
Signaturefd, LLC4,462
0.0% of portfolio›$217.8K
Larson Financial Group LLC4,286
0.0% of portfolio›$209.2K
Key Capital Management, Inc4,280
0.1% of portfolio›$208.7K
Caitong International Asset Management Co., Ltd4,227
0.0% of portfolio›$206.4K
Cambridge Investment Research Advisors, Inc.4,220
0.0% of portfolio›$206
Strs Ohio4,128
0.0% of portfolio›$201.5K
Gamma Investing LLC3,646
0.0% of portfolio›$178.0K
Compass Financial Management LLC3,317
0.0% of portfolio›$161.9K
Evanson Financial, LLC2,931
0.0% of portfolio›$588.4K
Versant Capital Management, Inc2,859
0.0% of portfolio›$139.6K
Sterling Capital Management LLC2,834
0.0% of portfolio›$138.4K
Essential Partners LLC2,464
0.1% of portfolio›$120.3K
Armstrong Advisory Group, Inc2,260
0.0% of portfolio›$110.3K
EverSource Wealth Advisors, LLC2,115
0.0% of portfolio›$103.3K
CX Institutional2,000
0.0% of portfolio›$98
Parallel Advisors, LLC1,936
0.0% of portfolio›$94.5K
Hilltop National Bank1,777
0.0% of portfolio›$86.8K
Caldwell Trust Co1,748
0.0% of portfolio›$85.3K
Simplex Trading, LLC1,656
0.0% of portfolio›$80.8K
Elevation Wealth Partners, LLC1,127
0.0% of portfolio›$55.0K
Pflug Koory, LLC810
0.0% of portfolio›$39.5K
Cullen T Bankers, Inc.730
0.0% of portfolio›$35.6K
Richardson Financial Services Inc.685
0.0% of portfolio›$33.4K
Hanson & Doremus Investment Management669
0.0% of portfolio›$33
Elevated Capital Advisors, LLC638
0.0% of portfolio›$31.2K
Kennebec Savings Bank600
0.0% of portfolio›$29.3K
Burkett Financial Services, LLC446
0.0% of portfolio›$21.8K
Kingdom Financial Group Llc.444
0.0% of portfolio›$21.7K
Latitude Advisors, LLC427
0.0% of portfolio›$20.8K
WPG Advisers, LLC401
0.0% of portfolio›$19.6K
Root Financial Partners, LLC396
0.0% of portfolio›$19.3K
Private Trust Co NA365
0.0% of portfolio›$17.8K
Elyxium Wealth, LLC248
0.0% of portfolio›$12.1K
Pension & Wealth Management Advisors, Inc.242
0.0% of portfolio›$11.8K
True Wealth Design, LLC240
0.0% of portfolio›$11.7K
North Star Investment Management Corp.200
0.0% of portfolio›$9.8K
Yankcom Partnership170
0.0% of portfolio›$8.3K
Manchester Capital Management LLC159
0.0% of portfolio›$7.8K
Assetmark, Inc146
0.0% of portfolio›$7.1K
Lanark Financial, Inc.134
0.0% of portfolio›$6.5K
Carolina Wealth Advisors, LLC128
0.0% of portfolio›$6.2K
Wealth Enhancement Trust Services, Inc.118
0.0% of portfolio›$5.8K
Community Financial Services Group, LLC118
0.0% of portfolio›$5.7K
Wolff Wiese Magana LLC115
0.0% of portfolio›$5.6K
SJS Investment Consulting Inc.115
0.0% of portfolio›$5.6K
Mitsubishi UFJ Asset Management Co., Ltd.109
0.0% of portfolio›$5.3K
Capital Advisors, Ltd. LLC108
0.0% of portfolio›$5
Owl Creek Wealth Partners LLC105
0.0% of portfolio›$5.1K
Covestor Ltd104
0.0% of portfolio›$5
Entrust Financial LLC100
0.0% of portfolio›$4.9K
JFS Wealth Advisors, LLC100
0.0% of portfolio›$4.9K
SBI Securities Co., Ltd.95
0.0% of portfolio›$4.6K
Bell Investment Advisors, Inc95
0.0% of portfolio›$4.6K
GK Wealth Management LLC92
0.0% of portfolio›$4.5K
Cedar Mountain Advisors, LLC92
0.0% of portfolio›$4.5K
Farmers & Merchants Investments Inc87
0.0% of portfolio›$4.2K
DT Investment Partners, LLC87
0.0% of portfolio›$4.2K
Parkside Financial Bank & Trust84
0.0% of portfolio›$4.1K
Fortitude Family Office, LLC79
0.0% of portfolio›$3.9K
Creative Capital Management Investments LLC68
0.0% of portfolio›$3.3K
Proathlete Wealth Management LLC67
0.0% of portfolio›$3.3K
Highline Wealth Partners LLC63
0.0% of portfolio›$3.1K
UMB Private Wealth Management, LLC54
0.0% of portfolio›$2.6K
MassMutual Private Wealth & Trust, FSB50
0.0% of portfolio›$2.4K
GoalVest Advisory LLC47
0.0% of portfolio›$2.3K
Ascentis Wealth Management, LLC36
0.0% of portfolio›$1.8K
Acumen Wealth Advisors, LLC34
0.0% of portfolio›$1.7K
Pinnacle Wealth Planning Services, Inc.33
0.0% of portfolio›$1.6K
Cromwell Holdings LLC32
0.0% of portfolio›$1.6K
City State Bank30
0.0% of portfolio›$1.5K
Paladin Partners, LLC25
0.0% of portfolio›$1.2K
Financial Consulate, Inc24
0.0% of portfolio›$1.2K
Midwest Capital Advisors, LLC23
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC23
0.0% of portfolio›$1.1K
Nova Financial LLC20
0.0% of portfolio›$977
DiNuzzo Private Wealth, Inc.17
0.0% of portfolio›$830
Spire Wealth Management12
0.0% of portfolio›$586
Meriwether Wealth & Planning, LLC9
0.0% of portfolio›$439
Lloyd Advisory Services, Llc.8
0.0% of portfolio›$397
Signature Equity Partners, LLC8
0.0% of portfolio›$391
Godsey & Gibb, Inc7
0.0% of portfolio›$342
Tounjian Advisory Partners, LLC6
0.0% of portfolio›$310
MV Capital Management, Inc.5
0.0% of portfolio›$245
Financial Management Professionals, Inc.4
0.0% of portfolio›$195
DecisionPoint Financial, LLC4
0.0% of portfolio›$194
Hughes Financial Services, LLC3
0.0% of portfolio›$150
Maryland Capital Advisors Inc.1
0.0% of portfolio›$49
Monetary Solutions, Ltd1
0.0% of portfolio›$49
Quest 10 Wealth Builders, Inc.1
0.0% of portfolio›$49
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,312,842$259.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,080,569$52.8M0.0%CoreLowNew York, NY2026-11-05
Private Management Group Inc
828,381$40.4M1.1%YieldLowIrvine, CA2026-11-04
ProShare Advisors LLC
495,846$24.2M0.0%GrowthLowBethesda, MD2026-10-29
Pictet Asset Management Holding SA
465,560$22.7M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sound Income Strategies, LLC
316,637$15.3M0.7%YieldMediumFt Lauderdale, FL2026-10-09
Access Investment Management LLC
294,509$14.4M3.5%Deep ValueLowAtlanta, GA2026-10-23
Arga Investment Management, LP
291,641$14.2M0.4%Deep ValueHighMiami, FL2026-10-30
Principal Financial Group Inc
246,171$12.0M0.0%CoreLowDes Moines, IA2026-11-02
Meadow Creek Wealth Advisors LLC
238,936$11.7M6.9%CoreLowAtlanta, GA2026-11-02
Midwest Trust Co
216,528$10.6M0.1%CoreLowOverland Park, KS2026-10-22
Wealth Enhancement Advisory Services, LLC
204,930$9.4M0.0%CoreLowPlymouth, MN2026-10-13
Wedge Capital Management L L P
186,282$9.1M0.2%ValueMediumCharlotte, NC2026-10-13
Truist Financial Corp
156,392$7.6M0.0%CoreLowCharlotte, NC2026-10-30
Swedbank AB
143,604$7.0M0.0%GrowthLowStockholm, Sweden2026-10-27
Creative Planning
139,108$6.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
131,858$6.4M0.0%CoreMediumNew York, NY2026-11-04
Salem Investment Counselors Inc
110,307$5.4M0.1%GrowthVery LowWinston-Salem, NC2026-10-13
UniSuper Management Pty Ltd
106,132$5.2M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Retirement Systems of Alabama
101,983$5.0M0.0%IndexLowMontgomery, AL2026-11-04
Wasatch Advisors LP
79,444$3.9M0.0%GARPMediumSalt Lake City, UT2026-10-13
New York State Teachers Retirement System
67,746$3.3K0.0%CoreVery LowAlbany, NY2026-10-22
KBC Group NV
64,551$3.2K0.0%CoreMediumBrussels, Czech Republic2026-10-22
State of Alaska, Department of Revenue
61,368$3.0K0.0%CoreVery LowJuneau, AK2026-10-15
Atria Investments, Inc
60,966$3.0M0.0%CoreMediumCharlotte, NC2026-10-15
DekaBank Deutsche Girozentrale
60,154$3.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Edmp, Inc.
54,417$2.7M2.1%YieldLowLutz, FL2026-10-22
Oppenheimer Asset Management Inc.
51,215$2.5M0.0%CoreMediumNew York, NY2026-10-27
Naples Global Advisors, LLC
50,973$2.5M0.2%CoreVery LowNaples, FL2026-11-05
Synergy Asset Management, LLC
50,615$2.5M0.2%GrowthHighVancouver, WA2026-11-05
Virginia Retirement Systems ET Al
49,000$2.4M0.0%CoreMediumRichmond, VA2026-10-28
Achmea Investment Management B.V.
47,500$2.3M0.0%CoreMediumZeist, Philippines2026-10-30
Amalgamated Bank
44,708$2.2K0.0%CoreVery LowNew York, NY2026-10-23
PensionDanmark Pensionsforsikringsaktieselskab
41,509$2.0M0.0%IndexLowCopenhagen O, Greece2026-10-19
Kestra Private Wealth Services, LLC
38,976$1.9M0.0%GrowthLowAustin, TX2026-10-30
Steel Grove Capital Advisors, LLC
38,469$1.9M0.2%ETFLowMemphis, TN2026-10-13
State of New Jersey Common Pension Fund D
37,797$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Fruth Investment Management
37,766$1.8K0.0%CoreVery LowHouston, TX2026-10-13
Mutual of America Capital Management LLC
36,022$1.8M0.0%IndexLowNew York, NY2026-10-23
Thrivent Financial for Lutherans
34,661$1.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Allen Wealth Management, LLC
34,536$1.7M0.8%ETFMediumBoone, NC2026-10-29
AlphaCore Capital LLC
33,491$1.6M0.0%ETFLowLa Jolla, CA2026-11-04
Westhampton Capital, LLC
33,305$1.6M0.7%CoreVery LowWinston-Salem, NC2026-10-30
Argyle Capital Management, LLC
32,558$1.6M0.5%ValueVery LowCenter Valley, PA2026-10-28
Davenport & Co LLC
31,167$1.5M0.0%CoreMediumRichmond, VA2026-10-14
Nvwm, LLC
29,869$1.5M0.3%GrowthMediumYardley, PA2026-10-14
Louisiana State Employees Retirement System
29,400$1.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
27,857$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
D.A. Davidson & Co.
27,829$1.4M0.0%CoreLowGreat Falls, MT2026-10-28
Yousif Capital Management, LLC
27,636$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
First Citizens Bank & Trust Co
26,675$1.3M0.0%CoreMediumRaleigh, NC2026-10-14
Fulcrum Asset Management LLP
25,136$1.2M0.1%CoreMediumLondon, United Kingdom2026-11-04
Cantor Fitzgerald Investment Advisors L.P.
24,260$1.2M0.1%YieldLowNew York, NY2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
23,601$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Greenwood Capital Associates LLC
23,468$1.1M0.1%CoreMediumGreenwood, SC2026-10-27
State of Michigan Retirement System
23,151$1.1M0.0%IndexLowEast Lansing, MI2026-10-27
Bailard, Inc.
22,300$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
Capital Investment Advisory Services, LLC
22,223$1.1M0.1%CoreMediumRaleigh, NC2026-10-30
Curbstone Financial Management Corp
21,710$1.1M0.2%CoreLowManchester, NH2026-10-21
Kestra Advisory Services, LLC
21,269$1.0M0.0%CoreLowAustin, TX2026-11-02
Powell Investment Advisors, LLC
21,233$1.0M0.3%ETFVery LowMiami, FL2026-10-22
Oregon Public Employees Retirement Fund
20,516$1.0M0.0%IndexVery LowTigard, OR2026-10-30
Elwood & Goetz Wealth Advisory Group, LLC
20,338$992.9K0.1%ETFLowAthens, GA2026-10-28
Foster Victor Wealth Advisors, LLC
20,279$1.0M0.1%CoreMediumGreenville, SC2026-10-21
Commonwealth Equity Services, LLC
19,238$939.2K0.0%ETFLowWaltham, MA2026-11-02
Trust Co of the South
18,161$886.6K0.1%ETFLowGreensboro, NC2026-10-21
Essex Bank
16,668$813.6K0.2%CoreLowEssex, CT2026-10-16
HB Wealth Management, LLC
16,342$757.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Ascent Group, LLC
15,435$753.5K0.0%CoreLowVirginia Beach, VA2026-10-30
Cascade Investment Advisors, Inc.
14,297$698.0K0.4%ValueLowOregon City, OR2026-11-02
US Bancorp \de\
14,140$690.3K0.0%IndexLowMinneapolis, MN2026-11-05
Wedmont Private Capital
13,891$672.3K0.0%IndexVery LowWest Chester, PA2026-10-09
Inspire Investing, LLC
13,166$642.8K0.0%GARPHighMeridian, ID2026-10-22
Linden Thomas Advisory Services, LLC
13,127$640.9K0.1%CoreLowCharlotte, NC2026-10-19
D.B. Root & Company, LLC
12,419$606.3K0.1%ETFLowPittsburgh, PA2026-11-04
Eagle Bay Advisors LLC
12,374$604.1K0.4%GrowthMediumNew York, NY2026-10-16
Steph & Co
11,854$578.7K0.1%ETFLowMarinette, WI2026-10-07
Choreo, LLC
11,643$568.5K0.0%IndexLowRockford, IL2026-10-28
Xponance LLC
11,496$561.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Blue Trust, Inc.
10,982$536.2K0.0%ETFLowBrentwood, TN2026-10-15
Quadrant Capital Group LLC
10,912$531.9K0.0%CoreLowCincinnati, OH2026-10-20
Nicholas Hoffman & Company, Llc.
10,866$530.5K0.0%ETFVery LowAtlanta, GA2026-10-30
Swiss Life Asset Management Ltd
10,757$525.2K0.0%CoreLowZurich, Switzerland2026-11-03
State of Wyoming
10,525$513.8K0.0%ValueHighCheyenne, WY2026-10-28
Farther Finance Advisors, LLC
10,438$509.6K0.0%IndexLowSan Francisco, CA2026-10-08
Equitable Trust Co
10,438$509.6K0.0%CoreLowNashville, TN2026-10-13
Trust Co of Toledo NA
10,368$506.2K0.0%GrowthVery LowHolland, OH2026-10-16
TD Waterhouse Canada Inc.
10,206$495.1K0.0%CoreLowToronto, Australia2026-10-16
Hilton Head Capital Partners, LLC
9,965$486.5K0.3%CoreMediumHilton Head Island, SC2026-10-23
NorthCrest Asset Manangement, LLC
9,948$481.5K0.0%GrowthLowPlymouth, MN2026-10-13
Chicago Partners Investment Group LLC
9,778$490.1K0.0%GARPLowChicago, IL2026-10-27
Apella Capital, LLC
9,479$452.5K0.0%ETFVery LowWest Hartford, CT2026-10-08
IFP Advisors, Inc
9,109$444.7K0.0%GrowthLowTampa, FL2026-10-16
Eastover Investment Advisors LLC
8,830$431.1K0.2%CoreLowCharlotte, NC2026-10-05
Fiduciary Alliance LLC
8,803$429.8K0.0%CoreMediumGreenville, SC2026-10-13
CoreCap Advisors, LLC
8,762$427.8K0.0%ETFMediumSouthfield, MI2026-10-08
Brighton Jones LLC
8,627$421.2K0.0%CoreVery LowSeattle, WA2026-11-03
MacKenzie Financial Corp
8,549$417.4K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Davis Investment Partners, LLC
8,519$415.9K0.1%ETFLowCharlotte, NC2026-11-05
William B. Walkup & Associates, Inc.
8,259$403.2K0.2%ValueLowColumbia, SC2026-11-05
Poehling Capital Management, Inc.
8,135$397.2K0.1%ValueLowMadison, WI2026-10-20
MTM Investment Management, LLC
7,866$384.0K0.1%CoreVery LowSpartanburg, SC2026-10-30
B.O.S.S. Retirement Advisors, LLC
7,849$383.2K0.1%ETFMediumLehi, UT2026-10-26
Abacus Planning Group, Inc.
7,748$378.3K0.0%ETFLowColumbia, SC2026-11-02
SEB Asset Management AB
7,741$377.9K0.0%CoreN/AStockholm, Sweden2026-11-04
TD Private Client Wealth LLC
7,172$350.1K0.0%ETFLowNew York, NY2026-10-28
Crossmark Global Holdings, Inc.
6,970$340.3K0.0%GARPMediumHouston, TX2026-10-21
Park Avenue Securities LLC
6,720$3280.0%ETFMediumNew York, NY2026-10-26
Abel Hall, LLC
6,520$318.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
First Horizon Corp
6,330$309.0K0.0%CoreLowMemphis, TN2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
6,024$294.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Perigon Wealth Management, LLC
5,930$289.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Burns Matteson Capital Management, LLC
5,850$285.6K0.1%CoreMediumCorning, NY2026-10-16
Bfsg, LLC
5,836$284.9K0.0%CoreLowIrvine, CA2026-10-30
Tctc Holdings, LLC
5,702$278.4K0.0%ValueVery LowDallas, TX2026-11-02
Resonant Capital Advisors, LLC
5,512$269.1K0.0%ETFLowMadison, WI2026-10-15
Exchange Traded Concepts, LLC
5,478$267.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Leonteq Securities AG
5,472$267.1K0.0%CoreHighZurich, Switzerland2026-10-29
Baker Ellis Asset Management LLC
5,303$258.9K0.0%GARPVery LowVancouver, WA2026-10-14
Salomon & Ludwin, LLC
5,039$246.0K0.0%ETFVery LowRichmond, VA2026-10-29
Krilogy Financial LLC
4,775$229.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Advocate Group LLC
4,723$230.6K0.0%YieldLowMinnetonka, MN2026-10-19
Nisa Investment Advisors, LLC
4,709$229.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Verity Asset Management, Inc.
4,619$225.5K0.1%CoreMediumDurham, NC2026-10-30
Signaturefd, LLC
4,462$217.8K0.0%IndexLowAtlanta, GA2026-10-23
Larson Financial Group LLC
4,286$209.2K0.0%GrowthLowSt Louis, MO2026-11-05
Key Capital Management, Inc
4,280$208.7K0.1%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Caitong International Asset Management Co., Ltd
4,227$206.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cambridge Investment Research Advisors, Inc.
4,220$2060.0%ETFLowFairfield, IA2026-11-02
Strs Ohio
4,128$201.5K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
3,646$178.0K0.0%IndexVery LowFoster City, CA2026-10-08
Compass Financial Management LLC
3,317$161.9K0.0%CoreN/ATampa, FL2026-10-30
Evanson Financial, LLC
2,931$588.4K0.0%ETFN/AMclean, VA2026-10-23
Versant Capital Management, Inc
2,859$139.6K0.0%GARPLowPhoenix, AZ2026-10-02
Sterling Capital Management LLC
2,834$138.4K0.0%GARPMediumCharlotte, NC2026-10-22
Essential Partners LLC
2,464$120.3K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Armstrong Advisory Group, Inc
2,260$110.3K0.0%ETFHighNeedham, MA2026-10-09
EverSource Wealth Advisors, LLC
2,115$103.3K0.0%CoreMediumBirmingham, AL2026-11-04
CX Institutional
2,000$980.0%CoreMediumAuburn, IN2026-10-02
Parallel Advisors, LLC
1,936$94.5K0.0%IndexLowSan Francisco, CA2026-11-03
Hilltop National Bank
1,777$86.8K0.0%CoreLowCasper, WY2026-10-14
Caldwell Trust Co
1,748$85.3K0.0%GrowthLowVenice, FL2026-10-30
Simplex Trading, LLC
1,656$80.8K0.0%CoreVery HighChicago, IL2026-11-04
Elevation Wealth Partners, LLC
1,127$55.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Pflug Koory, LLC
810$39.5K0.0%CoreVery LowOmaha, NE2026-10-26
Cullen T Bankers, Inc.
730$35.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Richardson Financial Services Inc.
685$33.4K0.0%GrowthMediumMedway, MA2026-10-30
Hanson & Doremus Investment Management
669$330.0%CoreVery LowBurlington, VT2026-10-16
Elevated Capital Advisors, LLC
638$31.2K0.0%ETFMediumSandy, UT2026-11-04
Kennebec Savings Bank
600$29.3K0.0%CoreLowAugusta, ME2026-10-22
Burkett Financial Services, LLC
446$21.8K0.0%ETFLowRock Hill, SC2026-10-01
Kingdom Financial Group Llc.
444$21.7K0.0%ETFMediumPeoria, AZ2026-11-04
Latitude Advisors, LLC
427$20.8K0.0%ETFLowYorkville, IL2026-10-27
WPG Advisers, LLC
401$19.6K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
396$19.3K0.0%ETFMediumEncinitas, CA2026-10-21
Private Trust Co NA
365$17.8K0.0%CoreLowCleveland, OH2026-10-20
Elyxium Wealth, LLC
248$12.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pension & Wealth Management Advisors, Inc.
242$11.8K0.0%ETFLowWaltham, MA2026-10-16
True Wealth Design, LLC
240$11.7K0.0%ETFMediumAkron, OH2026-10-13
North Star Investment Management Corp.
200$9.8K0.0%CoreLowChicago, IL2026-10-27
Yankcom Partnership
170$8.3K0.0%CoreVery LowYankton, SD2026-10-15
Manchester Capital Management LLC
159$7.8K0.0%CoreLowManchester, VT2026-10-22
Assetmark, Inc
146$7.1K0.0%ETFLowConcord, CA2026-10-21
Lanark Financial, Inc.
134$6.5K0.0%CoreMediumBirmingham, AL2026-10-26
Carolina Wealth Advisors, LLC
128$6.2K0.0%YieldHighMyrtle Beach, SC2026-10-23
Wealth Enhancement Trust Services, Inc.
118$5.8K0.0%GrowthMediumSioux Falls, SD2026-10-07
Community Financial Services Group, LLC
118$5.7K0.0%GrowthLowNewport, VT2026-10-15
Wolff Wiese Magana LLC
115$5.6K0.0%GrowthLowCarslbad, CA2026-10-15
SJS Investment Consulting Inc.
115$5.6K0.0%ETFVery LowSylvania, OH2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.
109$5.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Capital Advisors, Ltd. LLC
108$50.0%ETFLowShaker Heights, OH2026-10-27
Owl Creek Wealth Partners LLC
105$5.1K0.0%IndexLowGreenwood Village, CO2026-10-20
Covestor Ltd
104$50.0%ValueHighLondon, United Kingdom2026-10-30
Entrust Financial LLC
100$4.9K0.0%ETFLowWayne, PA2026-11-04
JFS Wealth Advisors, LLC
100$4.9K0.0%ETFVery LowHermitage, PA2026-11-03
SBI Securities Co., Ltd.
95$4.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bell Investment Advisors, Inc
95$4.6K0.0%ETFVery LowOrinda, CA2026-10-29
GK Wealth Management LLC
92$4.5K0.0%GARPVery HighReno, NV2026-10-09
Cedar Mountain Advisors, LLC
92$4.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Farmers & Merchants Investments Inc
87$4.2K0.0%CoreVery LowLincoln, NE2026-10-22
DT Investment Partners, LLC
87$4.2K0.0%ETFVery LowChadds Ford, PA2026-10-27
Parkside Financial Bank & Trust
84$4.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
79$3.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Creative Capital Management Investments LLC
68$3.3K0.0%ETFLowSan Diego, CA2026-10-28
Proathlete Wealth Management LLC
67$3.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
Highline Wealth Partners LLC
63$3.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
UMB Private Wealth Management, LLC
54$2.6K0.0%GrowthN/AKansas City, MO2026-10-19
MassMutual Private Wealth & Trust, FSB
50$2.4K0.0%CoreLowSpringfield, MA2026-10-05
GoalVest Advisory LLC
47$2.3K0.0%ETFMediumNew York, NY2026-10-02
Ascentis Wealth Management, LLC
36$1.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Acumen Wealth Advisors, LLC
34$1.7K0.0%GrowthHighChattanooga, TN2026-11-05
Pinnacle Wealth Planning Services, Inc.
33$1.6K0.0%GARPLowMansfield, OH2026-10-27
Cromwell Holdings LLC
32$1.6K0.0%IndexLowJackson, WY2026-10-28
City State Bank
30$1.5K0.0%GrowthVery LowNorwalk, IA2026-10-20
Paladin Partners, LLC
25$1.2K0.0%ETFVery LowHartland, WI2026-10-06
Financial Consulate, Inc
24$1.2K0.0%ETFLowHunt Valley, MD2026-10-23
Midwest Capital Advisors, LLC
23$1.1K0.0%ETFHighGrand Rapids, MI2026-11-04
Bay Harbor Wealth Management, LLC
23$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Nova Financial LLC
20$9770.0%N/AN/ATucson, AZ2026-11-04
DiNuzzo Private Wealth, Inc.
17$8300.0%ETFLowBeaver, PA2026-10-16
Spire Wealth Management
12$5860.0%GrowthMediumMclean, VA2026-10-30
Meriwether Wealth & Planning, LLC
9$4390.0%ETFMediumMinden, LA2026-10-13
Lloyd Advisory Services, Llc.
8$3970.0%ETFVery HighSuwanee, GA2026-11-02
Signature Equity Partners, LLC
8$3910.0%GrowthMediumColumbus, OH2026-10-29
Godsey & Gibb, Inc
7$3420.0%CoreLowRichmond, VA2026-10-14
Tounjian Advisory Partners, LLC
6$3100.0%GrowthHighFort Myers, FL2026-11-04
MV Capital Management, Inc.
5$2450.0%ETFLowBethesda, MD2026-10-29
Financial Management Professionals, Inc.
4$1950.0%ETFMediumAustin, TX2026-10-23
DecisionPoint Financial, LLC
4$1940.0%ETFVery LowMesa, AZ2026-10-27
Hughes Financial Services, LLC
3$1500.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$490.0%ETFVery LowChester, MD2026-10-15
Monetary Solutions, Ltd
1$490.0%ETFVery LowDayton, OH2026-10-22
Quest 10 Wealth Builders, Inc.
1$490.0%ETFLowFuquay-Varina, VA2026-11-02