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Sony Group Corp (SONY)

CUSIP: 835699307 | US | Technology · Consumer Electronics | Large Cap | 2245 institutional holders

Quarters

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

Fisher Asset Management, LLC113,614,725
0.8% of portfolio›$2.7B
Mondrian Investment Partners LTD12,270,191
5.5% of portfolio›$294.5M
Thrivent Financial for Lutherans3,455,765
0.0% of portfolio›$81.3K
Dimensional Fund Advisors LP2,391,076
0.0% of portfolio›$56.3M
Creative Planning1,965,521
0.0% of portfolio›$46.2M
Pictet North America Advisors SA1,708,561
3.4% of portfolio›$40.2M
Assetmark, Inc1,585,721
0.1% of portfolio›$37.3M
Davenport & Co LLC1,205,228
0.1% of portfolio›$28.4M
Ferguson Wellman Capital Management, Inc1,163,910
0.3% of portfolio›$27.4M
LPL Financial LLC947,246
0.0% of portfolio›$22.3M
Cabot Wealth Management Inc831,569
2.0% of portfolio›$19.6M
Bank of New York Mellon Corp785,629
0.0% of portfolio›$18.5M
US Bancorp \de\764,455
0.0% of portfolio›$18.0M
Arnhold LLC710,915
1.2% of portfolio›$16.7M
CapWealth Advisors, LLC683,884
1.2% of portfolio›$16.1M
Ethic Inc.582,146
0.2% of portfolio›$13.7M
Cambiar Investors LLC578,078
0.5% of portfolio›$13.6M
TD Waterhouse Canada Inc.530,320
0.0% of portfolio›$12.5M
Sumitomo Mitsui Trust Group, Inc.490,950
0.0% of portfolio›$11.6M
MacKenzie Financial Corp480,956
0.0% of portfolio›$11.3M
Crossmark Global Holdings, Inc.455,476
0.1% of portfolio›$10.7M
Live Oak Private Wealth LLC430,762
1.2% of portfolio›$10.1M
Citigroup Inc357,544
0.0% of portfolio›$8.4M
PNC Financial Services Group, Inc.346,024
0.0% of portfolio›$8.1M
ABC Arbitrage SA346,006
0.8% of portfolio›$8.1M
Oppenheimer Asset Management Inc.343,583
0.1% of portfolio›$8.1M
Truist Financial Corp335,521
0.0% of portfolio›$7.9M
Markel Group Inc.335,000
0.1% of portfolio›$7.9M
Boston Common Asset Management, LLC307,055
0.4% of portfolio›$7.2M
Henry James International Management Inc.306,884
2.2% of portfolio›$7.2M
Inlet Private Wealth, LLC268,600
1.5% of portfolio›$6.3M
Eagle Global Advisors LLC260,606
0.2% of portfolio›$6.1M
O'Brien Greene & Co. Inc260,158
1.7% of portfolio›$6.1M
Imc-Chicago, LLC260,150
0.0% of portfolio›$6.1M
Generali Investments CEE, investicni spolecnost, a.s.243,128
0.2% of portfolio›$4.9M
Vise Technologies, Inc.219,870
0.0% of portfolio›$5.2M
Quadrant Capital Group LLC213,460
0.1% of portfolio›$5.2M
Atria Investments, Inc212,586
0.0% of portfolio›$5.0M
Princeton Global Asset Management LLC205,429
0.7% of portfolio›$4.8M
Ritholtz Wealth Management188,044
0.1% of portfolio›$4.4M
Barclays PLC187,786
0.0% of portfolio›$4.4M
Savant Capital, LLC186,780
0.0% of portfolio›$4.4M
Oppenheimer & Co Inc180,065
0.0% of portfolio›$4.2M
Keybank National Association162,030
0.0% of portfolio›$3.8M
Park Avenue Securities LLC161,726
0.0% of portfolio›$3.8K
Signaturefd, LLC156,398
0.0% of portfolio›$3.7M
Delta Capital Management LLC151,830
0.0% of portfolio›$3.6K
Blue Square Asset Management, LLC146,864
1.4% of portfolio›$3.5M
Commonwealth Equity Services, LLC145,248
0.0% of portfolio›$3.4M
Dymon Asia Capital (Singapore) Pte. Ltd.137,400
0.1% of portfolio›$3.2M
Compound Planning, Inc.128,442
0.1% of portfolio›$3.0M
Russell Investments Group, Ltd.122,805
0.0% of portfolio›$2.9M
Klein Pavlis & Peasley Financial, Inc.114,937
1.4% of portfolio›$2.7M
Evergreen Capital Management LLC112,851
0.0% of portfolio›$2.7M
Choreo, LLC111,733
0.0% of portfolio›$2.6M
Ellsworth Advisors, LLC110,327
0.4% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.108,819
0.0% of portfolio›$2.6K
Factory Mutual Insurance Co107,434
0.0% of portfolio›$2.5M
J. Safra Sarasin Holding AG101,110
0.0% of portfolio›$2.3M
Fifth Third Bancorp100,149
0.0% of portfolio›$2.4M
Central Pacific Bank - Trust Division100,000
0.2% of portfolio›$2.4M
Columbia Asset Management97,775
0.4% of portfolio›$2.3M
Waldron Private Wealth LLC95,604
0.1% of portfolio›$2.2M
Kestra Advisory Services, LLC95,245
0.0% of portfolio›$2.2M
Highland Capital Management, LLC93,500
0.1% of portfolio›$2.2M
Wealth Enhancement Advisory Services, LLC91,868
0.0% of portfolio›$2.2M
Successful Portfolios LLC91,543
1.0% of portfolio›$2.2M
Catalyst Capital Advisors LLC88,250
0.0% of portfolio›$2.1M
Aaron Wealth Advisors LLC85,325
0.1% of portfolio›$2.0M
Frank, Rimerman Advisors LLC85,272
0.1% of portfolio›$2.0M
Vontobel Holding Ltd.80,766
0.0% of portfolio›$1.9M
Allspring Global Investments Holdings, LLC79,907
0.0% of portfolio›$1.9M
Foyston, Gordon & Payne Inc79,312
0.4% of portfolio›$1.9M
CIBC Asset Management Inc77,537
0.0% of portfolio›$1.8M
Diversify Wealth Management, LLC74,645
0.0% of portfolio›$1.8M
Diversify Advisory Services, LLC74,645
0.0% of portfolio›$1.8M
Doliver Advisors, LP71,724
0.4% of portfolio›$1.7M
Penbrook Management LLC69,500
1.0% of portfolio›$1.6M
Clearstead Advisors, LLC69,226
0.0% of portfolio›$1.6M
Advisory Resource Group66,600
0.2% of portfolio›$1.6M
FNY Investment Advisers, LLC60,000
0.0% of portfolio›$1.4K
Wincap Financial LLC59,838
0.8% of portfolio›$1.4M
Farther Finance Advisors, LLC57,134
0.0% of portfolio›$1.3M
Hanson & Doremus Investment Management55,282
0.0% of portfolio›$1.3K
Confluence Investment Management LLC53,508
0.0% of portfolio›$1.3M
Bailard, Inc.53,279
0.0% of portfolio›$1.3M
OpenArc Corporate Advisory, LLC51,722
0.0% of portfolio›$1.2M
ABN Amro Investment Solutions50,410
0.0% of portfolio›$1.2M
Gamma Investing LLC50,036
0.0% of portfolio›$1.2M
Mitchell & Pahl Private Wealth, LLC45,605
0.4% of portfolio›$1.1M
Stiles Financial Services Inc45,191
0.3% of portfolio›$1.1M
Alhambra Investment Management LLC45,027
0.5% of portfolio›$1.1M
HB Wealth Management, LLC44,944
0.0% of portfolio›$1.1M
Parallel Advisors, LLC44,187
0.0% of portfolio›$1.0M
Greenleaf Trust43,780
0.0% of portfolio›$1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management42,931
0.0% of portfolio›$1.0M
Fiera Capital Corp40,564
0.0% of portfolio›$954.5K
Regions Financial Corp39,191
0.0% of portfolio›$922.2K
Sterling Capital Management LLC37,057
0.0% of portfolio›$872.0K
Henshaw Capital LLC36,555
0.0% of portfolio›$860.1K
HUB Investment Partners, LLC36,378
0.0% of portfolio›$856.0K
DMC Group, LLC36,368
0.6% of portfolio›$855.7K
PDS Planning, Inc36,215
0.0% of portfolio›$852.1K
GC Wealth Management RIA, LLC35,033
0.0% of portfolio›$824.3K
Apollon Wealth Management, LLC34,698
0.0% of portfolio›$816.5K
Five Oceans Advisors34,669
0.3% of portfolio›$815.8K
Hohimer Wealth Management, LLC34,586
0.1% of portfolio›$813.8K
Versant Capital Management, Inc33,807
0.1% of portfolio›$795.5K
BKM Wealth Management, LLC33,483
0.3% of portfolio›$787.9K
Concurrent Investment Advisors, LLC32,248
0.0% of portfolio›$758.8K
Cullen T Bankers, Inc.31,895
0.0% of portfolio›$750.5K
May Hill Capital, LLC31,797
0.1% of portfolio›$748.2K
Kathmere Capital Management, LLC30,731
0.0% of portfolio›$723.1K
Ping Capital Management, Inc.30,000
0.1% of portfolio›$705.9K
Anchyra Partners LLC29,025
0.1% of portfolio›$683.0K
Argonautica Private Wealth Management, Inc28,976
0.2% of portfolio›$681.8K
Provenance Wealth Advisors, LLC28,848
0.0% of portfolio›$678.8K
Lido Advisors, LLC28,827
0.0% of portfolio›$678.3K
Tctc Holdings, LLC28,685
0.0% of portfolio›$675.0K
Dorato Capital Management28,466
0.4% of portfolio›$669.5K
Marks Group Wealth Management, Inc28,361
0.1% of portfolio›$667.3K
Sagespring Wealth Partners, LLC28,354
0.0% of portfolio›$667.2K
Abel Hall, LLC28,271
0.1% of portfolio›$665.2K
Y.D. More Investments Ltd27,900
0.0% of portfolio›$656.5K
AlphaCore Capital LLC27,899
0.0% of portfolio›$656.5K
Lester Murray Antman dba SimplyRich27,092
0.1% of portfolio›$637.5K
Personal CFO Solutions, LLC26,647
0.1% of portfolio›$627.0K
Brighton Jones LLC26,494
0.0% of portfolio›$623.4K
Aprio Wealth Management, LLC26,120
0.0% of portfolio›$614.6K
BigSur Wealth Management LLC25,925
0.1% of portfolio›$610.0K
Parr Mcknight Wealth Management Group, LLC25,254
0.1% of portfolio›$594.2K
Welch Group, LLC25,156
0.0% of portfolio›$591.9K
Blue Trust, Inc.25,120
0.0% of portfolio›$591.1K
LVW Advisors, LLC25,021
0.0% of portfolio›$588.7K
Portside Wealth Group, LLC24,759
0.1% of portfolio›$582.6K
EverSource Wealth Advisors, LLC24,497
0.0% of portfolio›$576.4K
Key FInancial Inc24,265
0.1% of portfolio›$571.0K
First Horizon Corp24,129
0.0% of portfolio›$567.8K
Sage Rhino Capital LLC23,926
0.1% of portfolio›$563.0K
Dynamic Advisor Solutions LLC22,979
0.0% of portfolio›$540.7K
HBK Sorce Advisory LLC22,715
0.0% of portfolio›$625.6K
Opal Wealth Advisors, LLC22,620
0.1% of portfolio›$532.2K
Williams Jones Wealth Management, Llc.22,405
0.0% of portfolio›$527.2K
Somerset Trust Co22,031
0.1% of portfolio›$518.4K
Trust Point Inc.21,643
0.0% of portfolio›$509.3K
Third View Private Wealth, LLC21,475
0.1% of portfolio›$505.3K
Abacus Wealth Partners, LLC21,381
0.1% of portfolio›$503.1K
Elevation Point Wealth Partners, LLC21,249
0.0% of portfolio›$500.0K
Merit Financial Group, LLC21,236
0.0% of portfolio›$499.7K
Twelve Points Wealth Management LLC20,693
0.1% of portfolio›$523.5K
Valeo Financial Advisors, LLC20,644
0.0% of portfolio›$485.8K
Rossby Financial, LCC20,634
0.1% of portfolio›$485.5K
Mission Wealth Management, LP20,543
0.0% of portfolio›$483.4K
Resonant Capital Advisors, LLC19,856
0.0% of portfolio›$467.2K
Gibbs Wealth Management19,472
0.0% of portfolio›$458.2K
Allworth Financial LP19,448
0.0% of portfolio›$390.1K
MGO One Seven LLC19,416
0.0% of portfolio›$456.8K
First Affirmative Financial Network19,387
0.1% of portfolio›$456.2K
Philip James Wealth Mangement, LLC19,089
0.0% of portfolio›$449.2K
Riversedge Advisors, LLC18,902
0.1% of portfolio›$444.8K
Xponance LLC18,899
0.0% of portfolio›$444.7K
Hardy Reed LLC18,210
0.0% of portfolio›$428.5K
Traveka Wealth, LLC18,182
0.1% of portfolio›$427.8K
Bahl & Gaynor LLC18,000
0.0% of portfolio›$423.5K
Prime Capital Investment Advisors, LLC17,719
0.0% of portfolio›$416.9K
Visionary Wealth Advisors17,600
0.0% of portfolio›$414.1K
Pinnacle Wealth Planning Services, Inc.17,096
0.0% of portfolio›$402.3K
Integrated Advisors Network LLC16,854
0.0% of portfolio›$396.6K
Perigon Wealth Management, LLC16,850
0.0% of portfolio›$396.5K
SYM Financial Corp16,611
0.0% of portfolio›$390.9K
Searle & Co.16,500
0.1% of portfolio›$388.2K
StoneX Group Inc.16,045
0.0% of portfolio›$376.1K
55 North Private Wealth, LLC15,709
0.1% of portfolio›$369.6K
Crestwood Advisors Group, LLC15,578
0.0% of portfolio›$366.6K
Certior Financial Group, LLC15,547
0.2% of portfolio›$365.8K
Leonteq Securities AG15,395
0.0% of portfolio›$362.2K
Chicago Capital, LLC15,315
0.0% of portfolio›$360.4K
Sowell Financial Services LLC14,216
0.0% of portfolio›$334.5K
Pekin Hardy Strauss, Inc.14,122
0.0% of portfolio›$332.3K
Aljian Capital Management, LLC14,085
0.1% of portfolio›$331.4K
Wedmont Private Capital13,630
0.0% of portfolio›$326.4K
Angeles Wealth Management, LLC13,009
0.0% of portfolio›$306.1K
Capital Investment Advisory Services, LLC12,996
0.0% of portfolio›$305.8K
B. Riley Wealth Advisors, Inc.12,842
0.0% of portfolio›$302.2K
Norden Group LLC12,689
0.0% of portfolio›$298.6K
Axxcess Wealth Management, LLC12,572
0.0% of portfolio›$295.8K
Rosenberg Matthew Hamilton12,534
0.1% of portfolio›$294.9K
Gryphon Financial Partners LLC12,506
0.0% of portfolio›$294.3K
Florida Trust Wealth Management Co11,974
0.0% of portfolio›$281.7K
Ascent Group, LLC11,901
0.0% of portfolio›$280.0K
Fifth Third Wealth Advisors LLC11,837
0.0% of portfolio›$278.5K
71 West Capital Partners11,754
0.0% of portfolio›$276.6K
Gallacher Capital Management LLC11,552
0.2% of portfolio›$271.8K
Cromwell Holdings LLC11,455
0.1% of portfolio›$269.5K
Delta Financial Advisors LLC11,450
0.1% of portfolio›$269.4K
Laurel OAK Wealth Management, LLC11,380
0.0% of portfolio›$267.8K
Canopy Partners, LLC11,361
0.1% of portfolio›$267.3K
Facet Wealth, Inc.11,267
0.0% of portfolio›$265.1K
Certuity, LLC10,946
0.0% of portfolio›$257.6K
Abundance Wealth Counselors10,861
0.0% of portfolio›$255.6K
180 Wealth Advisors, LLC10,713
0.0% of portfolio›$252.1K
Baker Ellis Asset Management LLC10,675
0.0% of portfolio›$251.2K
Natixis10,563
0.0% of portfolio›$248.5K
Jacobi Capital Management LLC10,488
0.0% of portfolio›$246.8K
Meyer Handelman Co10,435
0.0% of portfolio›$245.5K
Rothwell Investment Advisors, LLC10,411
0.1% of portfolio›$245.0K
Eagle Bay Advisors LLC10,254
0.2% of portfolio›$241.3K
Yousif Capital Management, LLC10,231
0.0% of portfolio›$240.7K
Cypress Capital Group10,005
0.0% of portfolio›$235.4K
Gerber Kawasaki Wealth & Investment Management9,581
0.0% of portfolio›$225.4K
Trek Financial, LLC9,544
0.0% of portfolio›$224.6K
Balefire, LLC9,421
0.0% of portfolio›$221.7K
Avidian Wealth Enterprises, LLC9,301
0.0% of portfolio›$218.8K
D.A. Davidson & Co.9,008
0.0% of portfolio›$212.0K
Daymark Wealth Partners, LLC8,737
0.0% of portfolio›$205.6K
Heritage Family Offices, LLP8,436
0.1% of portfolio›$198.5K
UMB Bank, n.a.8,316
0.0% of portfolio›$195.7K
TD Private Client Wealth LLC7,893
0.0% of portfolio›$185.7K
Arlington Trust Co LLC7,316
0.0% of portfolio›$172.1K
Plante Moran Financial Advisors, LLC7,075
0.0% of portfolio›$166.5K
Mather Group, Llc.6,082
0.0% of portfolio›$143.1K
American National Bank & Trust5,860
0.0% of portfolio›$137.9K
Maj Invest Holding A/S5,500
0.0% of portfolio›$129
Root Financial Partners, LLC4,915
0.0% of portfolio›$115.7K
Lanark Financial, Inc.4,911
0.0% of portfolio›$115.6K
Hilltop National Bank4,776
0.0% of portfolio›$112.4K
Parkside Financial Bank & Trust4,776
0.0% of portfolio›$112.4K
V-Square Quantitative Management LLC4,726
0.0% of portfolio›$111.2K
IFP Advisors, Inc4,605
0.0% of portfolio›$108.4K
Trust Co of Vermont4,500
0.0% of portfolio›$105.9K
Owl Creek Wealth Partners LLC4,379
0.0% of portfolio›$103.0K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.4,001
0.0% of portfolio›$94.1K
Salomon & Ludwin, LLC3,994
0.0% of portfolio›$94.0K
Bayforest Capital Ltd3,880
0.1% of portfolio›$91.3K
Private Trust Co NA3,819
0.0% of portfolio›$89.9K
Cape Investment Advisory, Inc.3,787
0.0% of portfolio›$89.1K
Grove Bank & Trust3,780
0.0% of portfolio›$88.9K
Ares Financial Consulting, LLC3,485
0.1% of portfolio›$82.0K
MTM Investment Management, LLC3,460
0.0% of portfolio›$81.4K
Manchester Capital Management LLC3,416
0.0% of portfolio›$80.4K
James T. Borello RIA3,357
0.0% of portfolio›$79.0K
SJS Investment Consulting Inc.2,958
0.0% of portfolio›$69.6K
Westside Investment Management, Inc.2,860
0.0% of portfolio›$68.1K
True Wealth Design, LLC2,742
0.0% of portfolio›$64.5K
First Command Advisory Services, Inc.2,614
0.0% of portfolio›$61.5K
Community Bank, N.A.2,590
0.0% of portfolio›$60.9K
Golden State Wealth Management, LLC2,371
0.0% of portfolio›$55.8K
Thurston, Springer, Miller, Herd & Titak, Inc.2,340
0.1% of portfolio›$55.1K
Nisa Investment Advisors, LLC2,306
0.0% of portfolio›$54.3K
Ameliora Wealth Management Ltd.2,200
0.0% of portfolio›$51.8K
Eastern Bank2,102
0.0% of portfolio›$49.5K
Larson Financial Group LLC2,063
0.0% of portfolio›$48.5K
Fairscale Capital, LLC1,988
0.0% of portfolio›$50.3K
Fortitude Family Office, LLC1,912
0.0% of portfolio›$45.0K
GK Wealth Management LLC1,910
0.0% of portfolio›$44.9K
Financial Consulate, Inc1,842
0.0% of portfolio›$43.3K
Physician Wealth Advisors, Inc.1,811
0.0% of portfolio›$42.6K
Central Trust Co1,676
0.0% of portfolio›$39.4K
Highline Wealth Partners LLC1,667
0.0% of portfolio›$39.2K
Pinnacle Bancorp, Inc.1,564
0.0% of portfolio›$36.8K
Latitude Advisors, LLC1,530
0.0% of portfolio›$36.0K
JFS Wealth Advisors, LLC1,522
0.0% of portfolio›$35.8K
Trust Co of Toledo NA1,506
0.0% of portfolio›$35.4K
Zions Bancorporation, National Association1,485
0.0% of portfolio›$34.9K
Proathlete Wealth Management LLC1,434
0.0% of portfolio›$33.7K
West Paces Advisors Inc.1,394
0.0% of portfolio›$32.8K
Country Trust Bank1,379
0.0% of portfolio›$32.4K
West Financial Advisors, LLC1,379
0.0% of portfolio›$32.4K
University of Texas S AM Investment Management Co1,375
0.0% of portfolio›$32.5K
Harbor Investment Advisory, LLC1,345
0.0% of portfolio›$31.6K
Retirement Wealth Solutions LLC1,316
0.0% of portfolio›$31.0K
General Partner, Inc.1,245
0.0% of portfolio›$29.3K
Financial Management Professionals, Inc.1,242
0.0% of portfolio›$29.2K
Signature Equity Partners, LLC1,200
0.0% of portfolio›$28.2K
Essential Partners LLC1,133
0.0% of portfolio›$26.7K
Bare Financial Services, Inc1,095
0.0% of portfolio›$25.8K
Elyxium Wealth, LLC1,018
0.0% of portfolio›$24.0K
CoreCap Advisors, LLC1,000
0.0% of portfolio›$23.5K
Asset Dedication, LLC985
0.0% of portfolio›$23.2K
Foster Dykema Cabot & Partners, LLC935
0.0% of portfolio›$22.0K
North Star Investment Management Corp.919
0.0% of portfolio›$21.6K
Advocate Investing Services LLC883
0.0% of portfolio›$20.8K
Gilpin Wealth Management, LLC847
0.0% of portfolio›$19.9K
Cherry Tree Wealth Management, LLC825
0.0% of portfolio›$19.4K
Maseco LLP815
0.0% of portfolio›$19.2K
High Note Wealth, LLC788
0.0% of portfolio›$18.5K
Oakworth Capital, Inc.766
0.0% of portfolio›$18.0K
Murphy & Mullick Capital Management Corp765
0.0% of portfolio›$18.0K
Farmers & Merchants Investments Inc760
0.0% of portfolio›$17.9K
Bell Investment Advisors, Inc752
0.0% of portfolio›$17.7K
Creative Financial Designs Inc735
0.0% of portfolio›$17.3K
Caitong International Asset Management Co., Ltd717
0.0% of portfolio›$16.9K
Ascentis Wealth Management, LLC705
0.0% of portfolio›$16.6K
Spire Wealth Management675
0.0% of portfolio›$15.9K
Silver Grove Financial Group, Inc.651
0.0% of portfolio›$15.3K
City State Bank649
0.0% of portfolio›$15.3K
Signature Resources Capital Management, LLC600
0.0% of portfolio›$14.1K
IFS Advisors, LLC590
0.0% of portfolio›$13.9K
Valued Wealth Advisors LLC575
0.0% of portfolio›$13.5K
Cassaday & Co Wealth Management LLC575
0.0% of portfolio›$13.5K
Elevation Wealth Partners, LLC560
0.0% of portfolio›$13.2K
Acumen Wealth Advisors, LLC541
0.0% of portfolio›$12.7K
Montag A & Associates Inc534
0.0% of portfolio›$12.6K
CKW Financial Group500
0.0% of portfolio›$12
Triumph Capital Management485
0.0% of portfolio›$11.4K
Washington Trust Advisors, Inc.458
0.0% of portfolio›$10.8K
Albion Financial Group450
0.0% of portfolio›$10.6K
Winch Advisory Services, LLC448
0.0% of portfolio›$10.5K
Fairman Group, LLC352
0.0% of portfolio›$8.3K
UMB Private Wealth Management, LLC350
0.0% of portfolio›$8.2K
Livelsberger Financial Advisory343
0.0% of portfolio›$8.1K
Archer Investment Corp285
0.0% of portfolio›$6.7K
Planning Strategies Inc.265
0.0% of portfolio›$6.2K
Moisand Fitzgerald Tamayo, LLC263
0.0% of portfolio›$6.2K
Tompkins Financial Corp250
0.0% of portfolio›$5.9K
American Capital Advisory, LLC247
0.0% of portfolio›$5.8K
Jcic Asset Management Inc.235
0.0% of portfolio›$5.5K
CX Institutional234
0.0% of portfolio›$6
Brown, Lisle Ings, Inc.233
0.0% of portfolio›$5.5K
Markowski Investments231
0.0% of portfolio›$5.4K
MV Capital Management, Inc.216
0.0% of portfolio›$5.1K
Financial Network Wealth Advisors LLC216
0.0% of portfolio›$5.1K
Tounjian Advisory Partners, LLC196
0.0% of portfolio›$4.6K
Coston, McIsaac & Partners190
0.0% of portfolio›$4.5K
Abound Wealth Management190
0.0% of portfolio›$4.5K
Birch Financial Group, LLC182
0.0% of portfolio›$4.3K
Nemes Rush Group LLC165
0.0% of portfolio›$3.9K
Granite FO LLC160
0.0% of portfolio›$3.8K
Beacon Investment Advisory Services, Inc.160
0.0% of portfolio›$3.8K
DecisionPoint Financial, LLC160
0.0% of portfolio›$3.8K
Ascentis Independent Advisors135
0.0% of portfolio›$3.2K
Balance Wealth Partners LLC133
0.0% of portfolio›$3.1K
Avion Wealth131
0.0% of portfolio›$3
Elevated Capital Advisors, LLC115
0.0% of portfolio›$2.7K
WPG Advisers, LLC115
0.0% of portfolio›$2.7K
Breakwater Investment Management109
0.0% of portfolio›$2.6K
Toth Financial Advisory Corp107
0.0% of portfolio›$2.5K
Rachor Investment Advisory Services, LLC100
0.0% of portfolio›$2.4K
Wolff Wiese Magana LLC100
0.0% of portfolio›$2.4K
Godsey & Gibb, Inc98
0.0% of portfolio›$2.3K
Horizon Financial Services, LLC81
0.0% of portfolio›$1.9K
Byrne Asset Management LLC80
0.0% of portfolio›$1.9K
Monetary Solutions, Ltd77
0.0% of portfolio›$1.8K
Nfsg Corp71
0.0% of portfolio›$1.7K
Transce3nd, LLC70
0.0% of portfolio›$1.8K
Carolina Wealth Advisors, LLC68
0.0% of portfolio›$1.6K
Wilmington Savings Fund Society, FSB57
0.0% of portfolio›$1.3K
GHP Investment Advisors, Inc.56
0.0% of portfolio›$1.3K
Boyd Watterson Asset Management LLC50
0.0% of portfolio›$1.2K
Noble Wealth Management PBC47
0.0% of portfolio›$1.1K
Downshift Financial, LLC38
0.0% of portfolio›$894
Entrust Financial LLC36
0.0% of portfolio›$848
Mosley Wealth Management34
0.0% of portfolio›$839
Nvest Wealth Strategies, Inc.34
0.0% of portfolio›$802
Contravisory Investment Management, Inc.30
0.0% of portfolio›$706
Trust Co27
0.0% of portfolio›$635
Kingdom Financial Group Llc.26
0.0% of portfolio›$617
Davis Capital Management25
0.0% of portfolio›$588
Nvwm, LLC21
0.0% of portfolio›$494
Blume Capital Management, Inc.21
0.0% of portfolio›$495
Richardson Financial Services Inc.20
0.0% of portfolio›$471
Strengthening Families & Communities, LLC10
0.0% of portfolio›$238
Valley National Advisers Inc6
0.0% of portfolio›$142
Decker Retirement Planning Inc.2
0.0% of portfolio›$47
Concord Wealth Partners0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Fisher Asset Management, LLC
113,614,725$2.7B0.8%CoreLowPlano, TX2026-11-06
Mondrian Investment Partners LTD
12,270,191$294.5M5.5%YieldMediumLondon, United Kingdom2026-10-23
Thrivent Financial for Lutherans
3,455,765$81.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Dimensional Fund Advisors LP
2,391,076$56.3M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
1,965,521$46.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Pictet North America Advisors SA
1,708,561$40.2M3.4%GARPMediumGeneva 73, Switzerland2026-10-21
Assetmark, Inc
1,585,721$37.3M0.1%ETFLowConcord, CA2026-10-21
Davenport & Co LLC
1,205,228$28.4M0.1%CoreMediumRichmond, VA2026-10-14
Ferguson Wellman Capital Management, Inc
1,163,910$27.4M0.3%CoreLowPortland, OR2026-10-05
LPL Financial LLC
947,246$22.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Cabot Wealth Management Inc
831,569$19.6M2.0%CoreMediumBeverly, MA2026-11-05
Bank of New York Mellon Corp
785,629$18.5M0.0%CoreLowNew York, NY2026-11-05
US Bancorp \de\
764,455$18.0M0.0%IndexLowMinneapolis, MN2026-11-05
Arnhold LLC
710,915$16.7M1.2%GARPLowNew York, NY2026-10-26
CapWealth Advisors, LLC
683,884$16.1M1.2%CoreLowFranklin, TN2026-10-05
Ethic Inc.
582,146$13.7M0.2%CoreLowNew York, NY2026-11-03
Cambiar Investors LLC
578,078$13.6M0.5%ValueMediumDenver, CO2026-11-04
TD Waterhouse Canada Inc.
530,320$12.5M0.0%CoreLowToronto, Australia2026-10-16
Sumitomo Mitsui Trust Group, Inc.
490,950$11.6M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
MacKenzie Financial Corp
480,956$11.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Crossmark Global Holdings, Inc.
455,476$10.7M0.1%GARPMediumHouston, TX2026-10-21
Live Oak Private Wealth LLC
430,762$10.1M1.2%ValueLowWilmington, NC2026-11-02
Citigroup Inc
357,544$8.4M0.0%CoreMediumNew York, NY2026-11-04
PNC Financial Services Group, Inc.
346,024$8.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
ABC Arbitrage SA
346,006$8.1M0.8%YieldVery HighParis, India2026-10-23
Oppenheimer Asset Management Inc.
343,583$8.1M0.1%CoreMediumNew York, NY2026-10-27
Truist Financial Corp
335,521$7.9M0.0%CoreLowCharlotte, NC2026-10-30
Markel Group Inc.
335,000$7.9M0.1%CoreVery LowGlen Allen, VA2026-10-30
Boston Common Asset Management, LLC
307,055$7.2M0.4%CoreLowBoston, MA2026-10-13
Henry James International Management Inc.
306,884$7.2M2.2%GARPLowNew York, NY2026-10-14
Inlet Private Wealth, LLC
268,600$6.3M1.5%ValueLowJupiter, FL2026-10-21
Eagle Global Advisors LLC
260,606$6.1M0.2%CoreLowHouston, TX2026-11-02
O'Brien Greene & Co. Inc
260,158$6.1M1.7%CoreLowMedia, PA2026-11-05
Imc-Chicago, LLC
260,150$6.1M0.0%GARPVery HighChicago, IL2026-11-05
Generali Investments CEE, investicni spolecnost, a.s.
243,128$4.9M0.2%CoreLowPrague, Bahrain2026-10-15
Vise Technologies, Inc.
219,870$5.2M0.0%IndexLowNew York, NY2026-10-29
Quadrant Capital Group LLC
213,460$5.2M0.1%CoreLowCincinnati, OH2026-10-20
Atria Investments, Inc
212,586$5.0M0.0%CoreMediumCharlotte, NC2026-10-15
Princeton Global Asset Management LLC
205,429$4.8M0.7%GrowthLowPrinceton, NJ2026-10-21
Ritholtz Wealth Management
188,044$4.4M0.1%IndexLowNew York, NY2026-11-05
Barclays PLC
187,786$4.4M0.0%CoreMediumLondon, United Kingdom2026-11-06
Savant Capital, LLC
186,780$4.4M0.0%IndexVery LowRockford, IL2026-11-06
Oppenheimer & Co Inc
180,065$4.2M0.0%CoreLowNew York, NY2026-10-26
Keybank National Association
162,030$3.8M0.0%CoreLowBrooklyn, OH2026-11-04
Park Avenue Securities LLC
161,726$3.8K0.0%ETFMediumNew York, NY2026-10-26
Signaturefd, LLC
156,398$3.7M0.0%IndexLowAtlanta, GA2026-10-23
Delta Capital Management LLC
151,830$3.6K0.0%CoreLowRed Bank, NJ2026-10-16
Blue Square Asset Management, LLC
146,864$3.5M1.4%MomentumMediumNew York, NY2026-11-02
Commonwealth Equity Services, LLC
145,248$3.4M0.0%ETFLowWaltham, MA2026-11-02
Dymon Asia Capital (Singapore) Pte. Ltd.
137,400$3.2M0.1%GARPVery HighSingapore, Turkey2026-11-04
Compound Planning, Inc.
128,442$3.0M0.1%CoreLowNew York, NY2026-11-05
Russell Investments Group, Ltd.
122,805$2.9M0.0%CoreLowSeattle, WA2026-11-06
Klein Pavlis & Peasley Financial, Inc.
114,937$2.7M1.4%ValueMediumIrvine, CA2026-10-13
Evergreen Capital Management LLC
112,851$2.7M0.0%GARPMediumBellevue, WA2026-10-23
Choreo, LLC
111,733$2.6M0.0%IndexLowRockford, IL2026-10-28
Ellsworth Advisors, LLC
110,327$2.6M0.4%GARPHighHudson, OH2026-10-15
Cambridge Investment Research Advisors, Inc.
108,819$2.6K0.0%ETFLowFairfield, IA2026-11-02
Factory Mutual Insurance Co
107,434$2.5M0.0%GrowthLowWaltham, MA2026-10-30
J. Safra Sarasin Holding AG
101,110$2.3M0.0%CoreMediumBasel, Switzerland2026-10-26
Fifth Third Bancorp
100,149$2.4M0.0%IndexVery LowCincinnati, OH2026-11-05
Central Pacific Bank - Trust Division
100,000$2.4M0.2%CoreMediumHonolulu, HI2026-10-06
Columbia Asset Management
97,775$2.3M0.4%CoreLowAnn Arbor, MI2026-10-19
Waldron Private Wealth LLC
95,604$2.2M0.1%ETFVery LowBridgeville, PA2026-11-02
Kestra Advisory Services, LLC
95,245$2.2M0.0%CoreLowAustin, TX2026-11-02
Highland Capital Management, LLC
93,500$2.2M0.1%GrowthMediumMemphis, TN2026-10-26
Wealth Enhancement Advisory Services, LLC
91,868$2.2M0.0%CoreLowPlymouth, MN2026-10-13
Successful Portfolios LLC
91,543$2.2M1.0%CoreVery LowClearwater, FL2026-10-09
Catalyst Capital Advisors LLC
88,250$2.1M0.0%ETFVery LowSan Juan, PR2026-11-02
Aaron Wealth Advisors LLC
85,325$2.0M0.1%GrowthMediumChicago, IL2026-10-13
Frank, Rimerman Advisors LLC
85,272$2.0M0.1%GrowthLowPalo Alto, CA2026-10-16
Vontobel Holding Ltd.
80,766$1.9M0.0%CoreMediumZurich, Switzerland2026-10-16
Allspring Global Investments Holdings, LLC
79,907$1.9M0.0%CoreMediumCharlotte, NC2026-11-04
Foyston, Gordon & Payne Inc
79,312$1.9M0.4%CoreMediumToronto, Australia2026-11-02
CIBC Asset Management Inc
77,537$1.8M0.0%GARPLowToronto, South Africa2026-11-05
Diversify Wealth Management, LLC
74,645$1.8M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
74,645$1.8M0.0%GrowthLowSandy, UT2026-10-20
Doliver Advisors, LP
71,724$1.7M0.4%GARPLowHouston, TX2026-10-01
Penbrook Management LLC
69,500$1.6M1.0%CoreLowNew York, NY2026-10-16
Clearstead Advisors, LLC
69,226$1.6M0.0%ETFLowCleveland, OH2026-11-06
Advisory Resource Group
66,600$1.6M0.2%GARPMediumTulsa, OK2026-10-26
FNY Investment Advisers, LLC
60,000$1.4K0.0%GrowthVery HighNew York, NY2026-10-16
Wincap Financial LLC
59,838$1.4M0.8%CoreLowBoston, MA2026-10-20
Farther Finance Advisors, LLC
57,134$1.3M0.0%IndexLowSan Francisco, CA2026-10-08
Hanson & Doremus Investment Management
55,282$1.3K0.0%CoreVery LowBurlington, VT2026-10-16
Confluence Investment Management LLC
53,508$1.3M0.0%ValueMediumSt. Louis, MO2026-10-01
Bailard, Inc.
53,279$1.3M0.0%GrowthMediumFoster City, CA2026-10-13
OpenArc Corporate Advisory, LLC
51,722$1.2M0.0%GrowthLowAtlanta, GA2026-10-21
ABN Amro Investment Solutions
50,410$1.2M0.0%GrowthLowParis Cedex 008, India2026-10-21
Gamma Investing LLC
50,036$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
Mitchell & Pahl Private Wealth, LLC
45,605$1.1M0.4%CoreVery LowOklahoma City, OK2026-10-14
Stiles Financial Services Inc
45,191$1.1M0.3%GrowthLowEdina, MN2026-10-30
Alhambra Investment Management LLC
45,027$1.1M0.5%CoreLowPalmetto Bay, FL2026-10-15
HB Wealth Management, LLC
44,944$1.1M0.0%IndexVery LowAtlanta, GA2026-10-23
Parallel Advisors, LLC
44,187$1.0M0.0%IndexLowSan Francisco, CA2026-11-03
Greenleaf Trust
43,780$1.0M0.0%CoreLowKalamazoo, MI2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
42,931$1.0M0.0%GrowthVery LowSeattle, WA2026-10-27
Fiera Capital Corp
40,564$954.5K0.0%CoreMediumMontreal, Austria2026-11-06
Regions Financial Corp
39,191$922.2K0.0%CoreLowBirmingham, AL2026-11-05
Sterling Capital Management LLC
37,057$872.0K0.0%GARPMediumCharlotte, NC2026-10-22
Henshaw Capital LLC
36,555$860.1K0.0%GrowthVery LowWoburn, MA2026-11-03
HUB Investment Partners, LLC
36,378$856.0K0.0%GrowthLowAustin, TX2026-11-03
DMC Group, LLC
36,368$855.7K0.6%CoreMediumBirmingham, AL2026-10-26
PDS Planning, Inc
36,215$852.1K0.0%IndexVery LowDublin, OH2026-11-03
GC Wealth Management RIA, LLC
35,033$824.3K0.0%GrowthMediumCambridge, MA2026-11-02
Apollon Wealth Management, LLC
34,698$816.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Five Oceans Advisors
34,669$815.8K0.3%ETFVery LowCarlsbad, CA2026-10-22
Hohimer Wealth Management, LLC
34,586$813.8K0.1%CoreHighSeattle, WA2026-11-04
Versant Capital Management, Inc
33,807$795.5K0.1%GARPLowPhoenix, AZ2026-10-02
BKM Wealth Management, LLC
33,483$787.9K0.3%GrowthLowBrookfield, WI2026-10-22
Concurrent Investment Advisors, LLC
32,248$758.8K0.0%GrowthMediumTampa, FL2026-10-16
Cullen T Bankers, Inc.
31,895$750.5K0.0%GrowthLowSan Antonio, TX2026-10-28
May Hill Capital, LLC
31,797$748.2K0.1%ETFLowCohasset, MA2026-11-03
Kathmere Capital Management, LLC
30,731$723.1K0.0%ETFLowWayne, PA2026-10-20
Ping Capital Management, Inc.
30,000$705.9K0.1%YieldMediumNew York, NY2026-10-13
Anchyra Partners LLC
29,025$683.0K0.1%CoreLowAtlanta, GA2026-10-13
Argonautica Private Wealth Management, Inc
28,976$681.8K0.2%GrowthLowWellesley, MA2026-11-02
Provenance Wealth Advisors, LLC
28,848$678.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Lido Advisors, LLC
28,827$678.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Tctc Holdings, LLC
28,685$675.0K0.0%ValueVery LowDallas, TX2026-11-02
Dorato Capital Management
28,466$669.5K0.4%ValueVery LowDenver, CO2026-10-08
Marks Group Wealth Management, Inc
28,361$667.3K0.1%CoreMediumMinnetonka, MN2026-11-05
Sagespring Wealth Partners, LLC
28,354$667.2K0.0%ETFLowFranklin, TN2026-10-22
Abel Hall, LLC
28,271$665.2K0.1%CoreMediumBaton Rouge, LA2026-10-19
Y.D. More Investments Ltd
27,900$656.5K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
AlphaCore Capital LLC
27,899$656.5K0.0%ETFLowLa Jolla, CA2026-11-04
Lester Murray Antman dba SimplyRich
27,092$637.5K0.1%Deep ValueVery LowCarlsbad, CA2026-11-06
Personal CFO Solutions, LLC
26,647$627.0K0.1%CoreMediumChester, NJ2026-11-06
Brighton Jones LLC
26,494$623.4K0.0%CoreVery LowSeattle, WA2026-11-03
Aprio Wealth Management, LLC
26,120$614.6K0.0%ETFMediumAtlanta, GA2026-10-28
BigSur Wealth Management LLC
25,925$610.0K0.1%GrowthLowMiami, FL2026-10-13
Parr Mcknight Wealth Management Group, LLC
25,254$594.2K0.1%CoreMediumMinneapolis, MN2026-10-30
Welch Group, LLC
25,156$591.9K0.0%CoreVery LowBirmingham, AL2026-10-29
Blue Trust, Inc.
25,120$591.1K0.0%ETFLowBrentwood, TN2026-10-15
LVW Advisors, LLC
25,021$588.7K0.0%CoreMediumPittsford, NY2026-10-19
Portside Wealth Group, LLC
24,759$582.6K0.1%CoreMediumProvo, UT2026-10-20
EverSource Wealth Advisors, LLC
24,497$576.4K0.0%CoreMediumBirmingham, AL2026-11-04
Key FInancial Inc
24,265$571.0K0.1%ETFLowWest Chester, PA2026-11-02
First Horizon Corp
24,129$567.8K0.0%CoreLowMemphis, TN2026-10-26
Sage Rhino Capital LLC
23,926$563.0K0.1%ETFLowMenlo Park, CA2026-10-28
Dynamic Advisor Solutions LLC
22,979$540.7K0.0%ETFLowPhoenix, AZ2026-10-13
HBK Sorce Advisory LLC
22,715$625.6K0.0%IndexVery LowErie, PA2026-11-06
Opal Wealth Advisors, LLC
22,620$532.2K0.1%ETFLowJericho, NY2026-10-16
Williams Jones Wealth Management, Llc.
22,405$527.2K0.0%GrowthLowNew York, NY2026-11-05
Somerset Trust Co
22,031$518.4K0.1%CoreVery LowSomerset, PA2026-10-13
Trust Point Inc.
21,643$509.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Third View Private Wealth, LLC
21,475$505.3K0.1%GrowthLowWestport, CT2026-10-30
Abacus Wealth Partners, LLC
21,381$503.1K0.1%ETFLowSanta Monica, CA2026-11-03
Elevation Point Wealth Partners, LLC
21,249$500.0K0.0%CoreHighDenver, CO2026-11-05
Merit Financial Group, LLC
21,236$499.7K0.0%ETFLowAlpharetta, GA2026-11-06
Twelve Points Wealth Management LLC
20,693$523.5K0.1%ETFMediumConcord, MA2026-11-03
Valeo Financial Advisors, LLC
20,644$485.8K0.0%ETFLowCarmel, IN2026-10-08
Rossby Financial, LCC
20,634$485.5K0.1%ETFMediumMelbourne, FL2026-11-05
Mission Wealth Management, LP
20,543$483.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Resonant Capital Advisors, LLC
19,856$467.2K0.0%ETFLowMadison, WI2026-10-15
Gibbs Wealth Management
19,472$458.2K0.0%CoreLowAlpharetta, GA2026-10-22
Allworth Financial LP
19,448$390.1K0.0%IndexLowFolsom, CA2026-11-06
MGO One Seven LLC
19,416$456.8K0.0%GrowthLowBeachwood, OH2026-10-28
First Affirmative Financial Network
19,387$456.2K0.1%CoreN/AColorado Springs, CO2026-10-21
Philip James Wealth Mangement, LLC
19,089$449.2K0.0%YieldMediumMilton, GA2026-10-27
Riversedge Advisors, LLC
18,902$444.8K0.1%ETFMediumWilmington, DE2026-10-09
Xponance LLC
18,899$444.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Hardy Reed LLC
18,210$428.5K0.0%ETFVery LowTupelo, MS2026-11-06
Traveka Wealth, LLC
18,182$427.8K0.1%ETFLowLos Altos, CA2026-10-19
Bahl & Gaynor LLC
18,000$423.5K0.0%CoreLowCincinnati, OH2026-11-05
Prime Capital Investment Advisors, LLC
17,719$416.9K0.0%ETFLowOverland Park, KS2026-10-20
Visionary Wealth Advisors
17,600$414.1K0.0%ETFLowO'Fallon, IL2026-11-04
Pinnacle Wealth Planning Services, Inc.
17,096$402.3K0.0%GARPLowMansfield, OH2026-10-27
Integrated Advisors Network LLC
16,854$396.6K0.0%GrowthMediumDallas, TX2026-10-20
Perigon Wealth Management, LLC
16,850$396.5K0.0%GrowthLowSan Francisco, CA2026-10-22
SYM Financial Corp
16,611$390.9K0.0%ETFVery LowWinona Lake, IN2026-10-26
Searle & Co.
16,500$388.2K0.1%CoreLowGreenwich, CT2026-11-04
StoneX Group Inc.
16,045$376.1K0.0%ETFMediumNew York, NY2026-11-03
55 North Private Wealth, LLC
15,709$369.6K0.1%ETFLowWinter Park, FL2026-10-20
Crestwood Advisors Group, LLC
15,578$366.6K0.0%GrowthLowBoston, MA2026-10-27
Certior Financial Group, LLC
15,547$365.8K0.2%ETFMediumKing Of Prussia, PA2026-10-19
Leonteq Securities AG
15,395$362.2K0.0%CoreHighZurich, Switzerland2026-10-29
Chicago Capital, LLC
15,315$360.4K0.0%GrowthLowChicago, IL2026-10-13
Sowell Financial Services LLC
14,216$334.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Pekin Hardy Strauss, Inc.
14,122$332.3K0.0%ValueMediumChicago, IL2026-11-02
Aljian Capital Management, LLC
14,085$331.4K0.1%GrowthVery LowCarson City, NV2026-10-28
Wedmont Private Capital
13,630$326.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Angeles Wealth Management, LLC
13,009$306.1K0.0%ETFLowSanta Monica, CA2026-10-26
Capital Investment Advisory Services, LLC
12,996$305.8K0.0%CoreMediumRaleigh, NC2026-10-30
B. Riley Wealth Advisors, Inc.
12,842$302.2K0.0%GrowthLowMemphis, TN2026-10-13
Norden Group LLC
12,689$298.6K0.0%GrowthMediumProvo, UT2026-10-20
Axxcess Wealth Management, LLC
12,572$295.8K0.0%CoreLowCarlsbad, CA2026-10-21
Rosenberg Matthew Hamilton
12,534$294.9K0.1%ETFVery LowGrand Junction, CO2026-10-05
Gryphon Financial Partners LLC
12,506$294.3K0.0%IndexLowColumbus, OH2026-11-04
Florida Trust Wealth Management Co
11,974$281.7K0.0%CoreVery LowSanibel, FL2026-11-05
Ascent Group, LLC
11,901$280.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Fifth Third Wealth Advisors LLC
11,837$278.5K0.0%IndexVery LowCincinnati, OH2026-10-22
71 West Capital Partners
11,754$276.6K0.0%IndexVery LowBoston, MA2026-11-04
Gallacher Capital Management LLC
11,552$271.8K0.2%ValueMediumLone Tree, CO2026-10-30
Cromwell Holdings LLC
11,455$269.5K0.1%IndexLowJackson, WY2026-10-28
Delta Financial Advisors LLC
11,450$269.4K0.1%CoreVery LowMetairie, LA2026-10-27
Laurel OAK Wealth Management, LLC
11,380$267.8K0.0%GrowthLowMarlton, NJ2026-10-19
Canopy Partners, LLC
11,361$267.3K0.1%GrowthLowCincinnati, OH2026-10-28
Facet Wealth, Inc.
11,267$265.1K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
Certuity, LLC
10,946$257.6K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Abundance Wealth Counselors
10,861$255.6K0.0%GrowthLowState College, PA2026-10-26
180 Wealth Advisors, LLC
10,713$252.1K0.0%CoreLowFederal Way, WA2026-11-03
Baker Ellis Asset Management LLC
10,675$251.2K0.0%GARPVery LowVancouver, WA2026-10-14
Natixis
10,563$248.5K0.0%GARPHighParis, India2026-11-06
Jacobi Capital Management LLC
10,488$246.8K0.0%CoreLowPittston, PA2026-11-05
Meyer Handelman Co
10,435$245.5K0.0%CoreLowRye Brook, NY2026-10-28
Rothwell Investment Advisors, LLC
10,411$245.0K0.1%N/AN/ASalem, MA2026-11-06
Eagle Bay Advisors LLC
10,254$241.3K0.2%GrowthMediumNew York, NY2026-10-16
Yousif Capital Management, LLC
10,231$240.7K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Cypress Capital Group
10,005$235.4K0.0%CoreLowPalm Beach, FL2026-11-03
Gerber Kawasaki Wealth & Investment Management
9,581$225.4K0.0%ETFLowSanta Monica, CA2026-10-29
Trek Financial, LLC
9,544$224.6K0.0%ETFHighScottsdale, AZ2026-10-29
Balefire, LLC
9,421$221.7K0.0%ETFMediumDallas, TX2026-10-09
Avidian Wealth Enterprises, LLC
9,301$218.8K0.0%ETFLowHouston, TX2026-10-08
D.A. Davidson & Co.
9,008$212.0K0.0%CoreLowGreat Falls, MT2026-10-28
Daymark Wealth Partners, LLC
8,737$205.6K0.0%CoreLowCincinnati, OH2026-11-04
Heritage Family Offices, LLP
8,436$198.5K0.1%GrowthHighScottsdale, AZ2026-11-02
UMB Bank, n.a.
8,316$195.7K0.0%CoreLowKansas City, MO2026-11-06
TD Private Client Wealth LLC
7,893$185.7K0.0%ETFLowNew York, NY2026-10-28
Arlington Trust Co LLC
7,316$172.1K0.0%ETFMediumBirmingham, AL2026-10-20
Plante Moran Financial Advisors, LLC
7,075$166.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Mather Group, Llc.
6,082$143.1K0.0%ETFMediumChicago, IL2026-10-14
American National Bank & Trust
5,860$137.9K0.0%CoreVery LowWichita Falls, TX2026-10-07
Maj Invest Holding A/S
5,500$1290.0%Deep ValueLowCopenhagen K, Greece2026-10-27
Root Financial Partners, LLC
4,915$115.7K0.0%ETFMediumEncinitas, CA2026-10-21
Lanark Financial, Inc.
4,911$115.6K0.0%CoreMediumBirmingham, AL2026-10-26
Hilltop National Bank
4,776$112.4K0.0%CoreLowCasper, WY2026-10-14
Parkside Financial Bank & Trust
4,776$112.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
V-Square Quantitative Management LLC
4,726$111.2K0.0%CoreLowChicago, IL2026-10-15
IFP Advisors, Inc
4,605$108.4K0.0%GrowthLowTampa, FL2026-10-16
Trust Co of Vermont
4,500$105.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Owl Creek Wealth Partners LLC
4,379$103.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
4,001$94.1K0.0%CoreHighTurin, Latvia2026-10-22
Salomon & Ludwin, LLC
3,994$94.0K0.0%ETFVery LowRichmond, VA2026-10-29
Bayforest Capital Ltd
3,880$91.3K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Private Trust Co NA
3,819$89.9K0.0%CoreLowCleveland, OH2026-10-20
Cape Investment Advisory, Inc.
3,787$89.1K0.0%ETFLowMcdonough, GA2026-10-13
Grove Bank & Trust
3,780$88.9K0.0%ETFLowMiami, FL2026-10-08
Ares Financial Consulting, LLC
3,485$82.0K0.1%CoreLowCalabasas, CA2026-10-19
MTM Investment Management, LLC
3,460$81.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Manchester Capital Management LLC
3,416$80.4K0.0%CoreLowManchester, VT2026-10-22
James T. Borello RIA
3,357$79.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
SJS Investment Consulting Inc.
2,958$69.6K0.0%ETFVery LowSylvania, OH2026-10-26
Westside Investment Management, Inc.
2,860$68.1K0.0%GrowthLowSanta Monica, CA2026-11-02
True Wealth Design, LLC
2,742$64.5K0.0%ETFMediumAkron, OH2026-10-13
First Command Advisory Services, Inc.
2,614$61.5K0.0%IndexLowFort Worth, TX2026-11-05
Community Bank, N.A.
2,590$60.9K0.0%CoreVery LowDewitt, NY2026-11-06
Golden State Wealth Management, LLC
2,371$55.8K0.0%ETFMediumSanta Ana, CA2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
2,340$55.1K0.1%GrowthMediumIndianapolis, IN2026-10-14
Nisa Investment Advisors, LLC
2,306$54.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
Ameliora Wealth Management Ltd.
2,200$51.8K0.0%ETFLowZurich, Switzerland2026-10-23
Eastern Bank
2,102$49.5K0.0%GrowthMediumBoston, MA2026-10-05
Larson Financial Group LLC
2,063$48.5K0.0%GrowthLowSt Louis, MO2026-11-05
Fairscale Capital, LLC
1,988$50.3K0.0%GrowthVery LowNashua, NH2026-11-04
Fortitude Family Office, LLC
1,912$45.0K0.0%ETFMediumScottsdale, AZ2026-10-14
GK Wealth Management LLC
1,910$44.9K0.0%GARPVery HighReno, NV2026-10-09
Financial Consulate, Inc
1,842$43.3K0.0%ETFLowHunt Valley, MD2026-10-23
Physician Wealth Advisors, Inc.
1,811$42.6K0.0%ETFMediumMidvale, UT2026-10-20
Central Trust Co
1,676$39.4K0.0%CoreLowJefferson City, MO2026-11-05
Highline Wealth Partners LLC
1,667$39.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Pinnacle Bancorp, Inc.
1,564$36.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Latitude Advisors, LLC
1,530$36.0K0.0%ETFLowYorkville, IL2026-10-27
JFS Wealth Advisors, LLC
1,522$35.8K0.0%ETFVery LowHermitage, PA2026-11-03
Trust Co of Toledo NA
1,506$35.4K0.0%GrowthVery LowHolland, OH2026-10-16
Zions Bancorporation, National Association
1,485$34.9K0.0%CoreMediumSalt Lake City, UT2026-11-06
Proathlete Wealth Management LLC
1,434$33.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
West Paces Advisors Inc.
1,394$32.8K0.0%ETFLowAtlanta, GA2026-10-13
Country Trust Bank
1,379$32.4K0.0%GrowthLowBloomington, IL2026-10-30
West Financial Advisors, LLC
1,379$32.4K0.0%ETFLowDes Moines, IA2026-10-22
University of Texas S AM Investment Management Co
1,375$32.5K0.0%CoreHighAustin, TX2026-11-03
Harbor Investment Advisory, LLC
1,345$31.6K0.0%GrowthLowLutherville, MD2026-10-13
Retirement Wealth Solutions LLC
1,316$31.0K0.0%ETFLowMarshfield, WI2026-10-07
General Partner, Inc.
1,245$29.3K0.0%CoreLowPittsburgh, PA2026-10-05
Financial Management Professionals, Inc.
1,242$29.2K0.0%ETFMediumAustin, TX2026-10-23
Signature Equity Partners, LLC
1,200$28.2K0.0%GrowthMediumColumbus, OH2026-10-29
Essential Partners LLC
1,133$26.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bare Financial Services, Inc
1,095$25.8K0.0%ETFVery LowGap, PA2026-11-04
Elyxium Wealth, LLC
1,018$24.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
CoreCap Advisors, LLC
1,000$23.5K0.0%ETFMediumSouthfield, MI2026-10-08
Asset Dedication, LLC
985$23.2K0.0%ETFLowSan Francisco, CA2026-11-03
Foster Dykema Cabot & Partners, LLC
935$22.0K0.0%GrowthLowWaltham, MA2026-10-30
North Star Investment Management Corp.
919$21.6K0.0%CoreLowChicago, IL2026-10-27
Advocate Investing Services LLC
883$20.8K0.0%ETFLowWoodbine, MD2026-10-26
Gilpin Wealth Management, LLC
847$19.9K0.0%GrowthLowDenver, CO2026-10-09
Cherry Tree Wealth Management, LLC
825$19.4K0.0%ETFVery LowMinnetonka, MN2026-10-15
Maseco LLP
815$19.2K0.0%ETFVery LowLondon, United Kingdom2026-10-27
High Note Wealth, LLC
788$18.5K0.0%ETFVery LowDeephaven, MN2026-10-27
Oakworth Capital, Inc.
766$18.0K0.0%ETFLowBirmingham, AL2026-10-26
Murphy & Mullick Capital Management Corp
765$18.0K0.0%GrowthLowSmithtown, NY2026-11-02
Farmers & Merchants Investments Inc
760$17.9K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
752$17.7K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Financial Designs Inc
735$17.3K0.0%ETFMediumKokomo, IN2026-11-04
Caitong International Asset Management Co., Ltd
717$16.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Ascentis Wealth Management, LLC
705$16.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Spire Wealth Management
675$15.9K0.0%GrowthMediumMclean, VA2026-10-30
Silver Grove Financial Group, Inc.
651$15.3K0.0%CoreMediumOrchard Park, NY2026-11-05
City State Bank
649$15.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Signature Resources Capital Management, LLC
600$14.1K0.0%ETFLowNewport Beach, CA2026-10-16
IFS Advisors, LLC
590$13.9K0.0%ETFLowOverland Park, KS2026-10-14
Valued Wealth Advisors LLC
575$13.5K0.0%IndexVery LowHolladay, UT2026-11-05
Cassaday & Co Wealth Management LLC
575$13.5K0.0%ETFVery LowMclean, VA2026-10-27
Elevation Wealth Partners, LLC
560$13.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Acumen Wealth Advisors, LLC
541$12.7K0.0%GrowthHighChattanooga, TN2026-11-05
Montag A & Associates Inc
534$12.6K0.0%CoreLowAtlanta, GA2026-10-29
CKW Financial Group
500$120.0%ETFVery LowHonolulu, HI2026-10-29
Triumph Capital Management
485$11.4K0.0%ETFMediumDenver, CO2026-10-14
Washington Trust Advisors, Inc.
458$10.8K0.0%GrowthLowWellesley, MA2026-10-22
Albion Financial Group
450$10.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
Winch Advisory Services, LLC
448$10.5K0.0%GrowthVery LowAppleton, WI2026-11-06
Fairman Group, LLC
352$8.3K0.0%ETFLowChesterbrook, PA2026-10-26
UMB Private Wealth Management, LLC
350$8.2K0.0%GrowthN/AKansas City, MO2026-10-19
Livelsberger Financial Advisory
343$8.1K0.0%YieldVery LowAshland, OH2026-10-28
Archer Investment Corp
285$6.7K0.0%CoreMediumCarmel, IN2026-11-05
Planning Strategies Inc.
265$6.2K0.0%ETFN/ALancaster, PA2026-10-02
Moisand Fitzgerald Tamayo, LLC
263$6.2K0.0%ETFVery LowOrlando, FL2026-10-15
Tompkins Financial Corp
250$5.9K0.0%CoreLowIthaca, NY2026-10-05
American Capital Advisory, LLC
247$5.8K0.0%ETFLowKetchum, ID2026-10-28
Jcic Asset Management Inc.
235$5.5K0.0%GrowthMediumToronto, Australia2026-10-30
CX Institutional
234$60.0%CoreMediumAuburn, IN2026-10-02
Brown, Lisle Ings, Inc.
233$5.5K0.0%CoreVery LowProvidence, RI2026-10-16
Markowski Investments
231$5.4K0.0%ETFN/ATampa, FL2026-10-30
MV Capital Management, Inc.
216$5.1K0.0%ETFLowBethesda, MD2026-10-29
Financial Network Wealth Advisors LLC
216$5.1K0.0%ETFLowMurray, UT2026-10-28
Tounjian Advisory Partners, LLC
196$4.6K0.0%GrowthHighFort Myers, FL2026-11-04
Coston, McIsaac & Partners
190$4.5K0.0%YieldVery LowBar Harbor, ME2026-11-06
Abound Wealth Management
190$4.5K0.0%ETFVery LowFranklin, TN2026-10-26
Birch Financial Group, LLC
182$4.3K0.0%CoreLowKeene, NH2026-10-27
Nemes Rush Group LLC
165$3.9K0.0%CoreVery LowNovi, MI2026-11-04
Granite FO LLC
160$3.8K0.0%GARPVery LowGilford, NH2026-10-14
Beacon Investment Advisory Services, Inc.
160$3.8K0.0%GrowthLowMorristown, NJ2026-10-13
DecisionPoint Financial, LLC
160$3.8K0.0%ETFVery LowMesa, AZ2026-10-27
Ascentis Independent Advisors
135$3.2K0.0%ETFLowDallas, TX2026-11-03
Balance Wealth Partners LLC
133$3.1K0.0%ETFMediumWorthington, OH2026-10-27
Avion Wealth
131$30.0%ETFLowThe Woodlands, TX2026-11-04
Elevated Capital Advisors, LLC
115$2.7K0.0%ETFMediumSandy, UT2026-11-04
WPG Advisers, LLC
115$2.7K0.0%CoreLowBaltimore, MD2026-10-27
Breakwater Investment Management
109$2.6K0.0%ETFLowSeattle, WA2026-10-20
Toth Financial Advisory Corp
107$2.5K0.0%CoreLowLeesburg, VA2026-10-08
Rachor Investment Advisory Services, LLC
100$2.4K0.0%ETFVery LowLinden, MI2026-10-29
Wolff Wiese Magana LLC
100$2.4K0.0%GrowthLowCarslbad, CA2026-10-15
Godsey & Gibb, Inc
98$2.3K0.0%CoreLowRichmond, VA2026-10-14
Horizon Financial Services, LLC
81$1.9K0.0%ETFLowWinston Salem, NC2026-11-04
Byrne Asset Management LLC
80$1.9K0.0%CoreLowKingston, NJ2026-10-06
Monetary Solutions, Ltd
77$1.8K0.0%ETFVery LowDayton, OH2026-10-22
Nfsg Corp
71$1.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Transce3nd, LLC
70$1.8K0.0%GrowthLowBuda, TX2026-10-26
Carolina Wealth Advisors, LLC
68$1.6K0.0%YieldHighMyrtle Beach, SC2026-10-23
Wilmington Savings Fund Society, FSB
57$1.3K0.0%CoreLowWilmington, DE2026-10-23
GHP Investment Advisors, Inc.
56$1.3K0.0%CoreVery LowDenver, CO2026-10-15
Boyd Watterson Asset Management LLC
50$1.2K0.0%CoreLowCleveland, OH2026-11-06
Noble Wealth Management PBC
47$1.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Downshift Financial, LLC
38$8940.0%ETFLowBoulder, CO2026-10-13
Entrust Financial LLC
36$8480.0%ETFLowWayne, PA2026-11-04
Mosley Wealth Management
34$8390.0%ETFHighAnaheim, CA2026-10-16
Nvest Wealth Strategies, Inc.
34$8020.0%ETFVery LowPowell, OH2026-10-14
Contravisory Investment Management, Inc.
30$7060.0%MomentumHighNorwell, MA2026-10-13
Trust Co
27$6350.0%ETFVery LowManhattan, KS2026-10-09
Kingdom Financial Group Llc.
26$6170.0%ETFMediumPeoria, AZ2026-11-04
Davis Capital Management
25$5880.0%CoreLowJacksonville, FL2026-10-08
Nvwm, LLC
21$4940.0%GrowthMediumYardley, PA2026-10-14
Blume Capital Management, Inc.
21$4950.0%CoreMediumBerkeley, CA2026-10-26
Richardson Financial Services Inc.
20$4710.0%GrowthMediumMedway, MA2026-10-30
Strengthening Families & Communities, LLC
10$2380.0%CoreMediumBoston, MA2026-10-21
Valley National Advisers Inc
6$1420.0%ETFLowBethlehem, PA2026-10-23
Decker Retirement Planning Inc.
2$470.0%Agg GrowthVery HighLevi, UT2026-10-19
Concord Wealth Partners
0$40.0%GrowthLowAbingdon, VA2026-11-02