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Southstate Bank Corp (SSB)

CUSIP: 84472E102 | NYSE | Financial Services · Banks - Regional | Mid Cap | 710 institutional holders

Quarters

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

Dimensional Fund Advisors LP5,273,449
0.1% of portfolio›$525.0M
Bank of New York Mellon Corp3,532,368
0.1% of portfolio›$351.7M
Allspring Global Investments Holdings, LLC738,169
0.1% of portfolio›$74.3M
Thrivent Financial for Lutherans495,191
0.0% of portfolio›$49.3K
Cincinnati Insurance Co290,274
0.4% of portfolio›$28.9M
Regions Financial Corp271,447
0.2% of portfolio›$27.0M
Fort Washington Investment Advisors Inc263,013
0.1% of portfolio›$26.2M
Retirement Systems of Alabama243,942
0.1% of portfolio›$24.3M
Principal Financial Group Inc222,699
0.0% of portfolio›$22.2M
Creative Planning216,283
0.0% of portfolio›$21.5M
Cincinnati Financial Corp200,419
0.4% of portfolio›$20.0M
Leeward Investments, LLC - MA134,475
0.7% of portfolio›$13.4M
Mutual of America Capital Management LLC102,897
0.1% of portfolio›$10.2M
Channing Capital Management, LLC101,191
0.3% of portfolio›$10.1M
Private Management Group Inc98,669
0.3% of portfolio›$9.8M
Strs Ohio88,073
0.0% of portfolio›$8.8M
Vest Financial, LLC79,541
0.1% of portfolio›$7.9M
Deprince Race & Zollo Inc72,959
0.1% of portfolio›$7.3M
Wealth Enhancement Advisory Services, LLC62,253
0.0% of portfolio›$5.8M
Citigroup Inc53,641
0.0% of portfolio›$5.3M
Truist Financial Corp53,560
0.0% of portfolio›$5.3M
Cincinnati Specialty Underwriters Insurance Co50,000
1.1% of portfolio›$5.0M
Cambiar Investors LLC47,063
0.2% of portfolio›$4.7M
Amalgamated Bank43,263
0.0% of portfolio›$4.3K
Fifth Third Wealth Advisors LLC38,522
0.1% of portfolio›$3.8M
Wedge Capital Management L L P37,102
0.1% of portfolio›$3.7M
New York State Teachers Retirement System36,629
0.0% of portfolio›$3.6K
Red Spruce Capital, LLC35,579
1.3% of portfolio›$3.5M
E. Ohman J:or Asset Management AB32,627
0.1% of portfolio›$3.2M
BIP Wealth, LLC30,798
0.1% of portfolio›$3.1M
Salzhauer Michael30,214
1.2% of portfolio›$3.0M
Polaris Capital Management, LLC29,161
0.3% of portfolio›$2.9M
Louisiana State Employees Retirement System28,800
0.0% of portfolio›$2.9M
Arizona State Retirement System27,505
0.0% of portfolio›$2.7M
Oliver Luxxe Assets LLC26,093
0.4% of portfolio›$2.6M
Fifth Third Bancorp25,957
0.0% of portfolio›$2.6M
HB Wealth Management, LLC25,510
0.0% of portfolio›$2.5M
Yousif Capital Management, LLC25,172
0.0% of portfolio›$2.5M
State of New Jersey Common Pension Fund D25,039
0.0% of portfolio›$2.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,147
0.0% of portfolio›$2.3M
State of Michigan Retirement System22,800
0.0% of portfolio›$2.3M
Cyndeo Wealth Partners, LLC22,099
0.1% of portfolio›$2.2M
Continental Advisors LLC22,012
0.9% of portfolio›$2.2M
M Holdings Securities, Inc.21,456
0.0% of portfolio›$2.3K
Oregon Public Employees Retirement Fund20,041
0.0% of portfolio›$2.0M
Oppenheimer Asset Management Inc.18,869
0.0% of portfolio›$1.9M
Montag A & Associates Inc18,311
0.1% of portfolio›$1.8M
Nicholas Hoffman & Company, Llc.16,971
0.0% of portfolio›$1.7M
Greenleaf Trust16,572
0.0% of portfolio›$1.6M
Howard Financial Services, Ltd.16,149
0.2% of portfolio›$1.6M
Commonwealth Equity Services, LLC15,967
0.0% of portfolio›$1.6M
Pictet Asset Management Holding SA15,413
0.0% of portfolio›$1.5M
Linscomb Wealth, Inc.15,071
0.1% of portfolio›$1.5M
Laurel Wealth Advisors LLC15,019
0.1% of portfolio›$1.5M
Ashton Thomas Private Wealth, LLC14,837
0.0% of portfolio›$1.5M
Concurrent Investment Advisors, LLC14,531
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd13,554
0.0% of portfolio›$1.3M
Gateway Investment Advisers LLC13,466
0.0% of portfolio›$1.3M
Black Diamond Financial, LLC11,997
0.1% of portfolio›$1.2M
Salem Investment Counselors Inc11,442
0.0% of portfolio›$1.1M
Investors Research Corp11,347
0.2% of portfolio›$1.1M
Xponance LLC11,260
0.0% of portfolio›$1.1M
Vise Technologies, Inc.11,037
0.0% of portfolio›$1.1M
Tributary Capital Management, LLC10,821
0.1% of portfolio›$1.1M
KDK Private Wealth Management, LLC10,305
0.8% of portfolio›$1.0M
Citizens Financial Group Inc10,273
0.0% of portfolio›$1.0M
Signaturefd, LLC10,127
0.0% of portfolio›$1.0M
Partners Wealth Management, LLC9,735
0.1% of portfolio›$969.2K
Cambridge Investment Research Advisors, Inc.9,589
0.0% of portfolio›$955
Moody National Bank Trust Division9,557
0.1% of portfolio›$951.5K
State of Alaska, Department of Revenue9,187
0.0% of portfolio›$914
Bailard, Inc.8,985
0.0% of portfolio›$894.5K
Kestra Advisory Services, LLC8,732
0.0% of portfolio›$869.3K
OpenArc Corporate Advisory, LLC7,780
0.0% of portfolio›$774.6K
Chicago Partners Investment Group LLC7,651
0.0% of portfolio›$807.3K
Family Legacy, Inc.7,555
0.2% of portfolio›$752.2K
James Investment Research, Inc.7,385
0.1% of portfolio›$735.3K
Sheets Smith Wealth Management6,642
0.1% of portfolio›$661.3K
Virginia Retirement Systems ET Al6,500
0.0% of portfolio›$647.1K
Lanark Financial, Inc.6,353
0.0% of portfolio›$632.5K
Keybank National Association6,094
0.0% of portfolio›$606.7K
Swiss Life Asset Management Ltd6,053
0.0% of portfolio›$602.6K
Quadrant Capital Group LLC5,935
0.0% of portfolio›$592.6K
MBL Wealth, LLC5,798
0.0% of portfolio›$577.2K
Greenwood Capital Associates LLC5,616
0.1% of portfolio›$559.1K
Brighton Jones LLC5,605
0.0% of portfolio›$558.1K
Exchange Traded Concepts, LLC5,504
0.0% of portfolio›$548.0K
Alps Advisors Inc5,470
0.0% of portfolio›$544.6K
Inspire Investing, LLC5,274
0.0% of portfolio›$525.1K
Compound Planning, Inc.5,104
0.0% of portfolio›$508.2K
Choreo, LLC4,970
0.0% of portfolio›$494.9K
Wealth Preservation Advisors, LLC4,935
0.2% of portfolio›$491.3K
NorthCrest Asset Manangement, LLC4,867
0.0% of portfolio›$489.5K
First City Capital Management, Inc.4,801
0.2% of portfolio›$478.0K
Adell Harriman & Carpenter Inc4,663
0.0% of portfolio›$464.2K
Cornerstone Management, Inc.4,588
0.1% of portfolio›$456.8K
Doliver Advisors, LP4,382
0.1% of portfolio›$436.3K
Richard Young Associates, Ltd.4,304
0.3% of portfolio›$428.5K
Krilogy Financial LLC4,216
0.0% of portfolio›$424.8K
Crossmark Global Holdings, Inc.4,018
0.0% of portfolio›$400.0K
Curated Wealth Partners LLC3,776
0.0% of portfolio›$375.9K
Bison Wealth, LLC3,750
0.0% of portfolio›$377.8K
West Paces Advisors Inc.3,735
0.1% of portfolio›$371.9K
ProShare Advisors LLC3,685
0.0% of portfolio›$366.9K
Wedmont Private Capital3,656
0.0% of portfolio›$367.7K
Flywheel Private Wealth LLC3,601
0.2% of portfolio›$358.5K
Colton Groome Financial Advisors, LLC3,600
0.1% of portfolio›$358.4K
Peachtree Investment Partners, LLC3,575
0.1% of portfolio›$355.9K
Crusonia Wealth Advisors LLC3,554
0.1% of portfolio›$353.8K
Ethic Inc.3,480
0.0% of portfolio›$346.5K
Sterling Capital Management LLC3,440
0.0% of portfolio›$342.5K
Meitav Investment House LTD3,405
0.0% of portfolio›$339.0K
AlphaCore Capital LLC3,402
0.0% of portfolio›$338.7K
J.W. Cole Advisors, Inc.3,342
0.0% of portfolio›$332.7K
Segment Wealth Management, LLC3,229
0.0% of portfolio›$321.4K
Davenport & Co LLC3,195
0.0% of portfolio›$318.1K
Lido Advisors, LLC3,162
0.0% of portfolio›$314.8K
KBC Group NV3,146
0.0% of portfolio›$313
Gamma Investing LLC3,146
0.0% of portfolio›$313.2K
Aaron Wealth Advisors LLC3,091
0.0% of portfolio›$307.7K
CIBC Asset Management Inc3,033
0.0% of portfolio›$302.0K
Weil Company, Inc.2,970
0.1% of portfolio›$295.7K
North Dakota State Investment Board2,959
0.0% of portfolio›$294.6K
Abel Hall, LLC2,916
0.1% of portfolio›$290.3K
Parcion Private Wealth LLC2,876
0.0% of portfolio›$286.3K
Islay Capital Management, LLC2,809
0.1% of portfolio›$279.7K
Farther Finance Advisors, LLC2,674
0.0% of portfolio›$266.2K
Profund Advisors LLC2,667
0.0% of portfolio›$265.5K
State of Wyoming2,656
0.0% of portfolio›$264.4K
Sumitomo Mitsui Trust Group, Inc.2,631
0.0% of portfolio›$261.9K
Palacios Wealth Management, LLC2,607
0.1% of portfolio›$259.6K
Apollon Wealth Management, LLC2,604
0.0% of portfolio›$259.3K
Legacy Capital Wealth Partners, LLC2,589
0.1% of portfolio›$257.8K
StoneX Group Inc.2,560
0.0% of portfolio›$263.7K
Nisa Investment Advisors, LLC2,511
0.0% of portfolio›$250.0K
Forvis Mazars Wealth Advisors, LLC2,480
0.0% of portfolio›$246.9K
Trust Point Inc.2,469
0.0% of portfolio›$245.8K
Trail Ridge Investment Advisors, LLC2,432
0.1% of portfolio›$242.1K
Builder Investment Group Inc2,422
0.0% of portfolio›$241.2K
Kingswood Wealth Advisors, LLC2,341
0.0% of portfolio›$233.1K
Biltmore Family Office, LLC2,336
0.0% of portfolio›$232.6K
Abacus Planning Group, Inc.2,307
0.0% of portfolio›$229.7K
Riversedge Advisors, LLC2,303
0.0% of portfolio›$229.3K
EverSource Wealth Advisors, LLC2,281
0.0% of portfolio›$227.1K
IFP Advisors, Inc2,227
0.0% of portfolio›$221.7K
Mill Capital Management, LLC2,214
0.0% of portfolio›$220.4K
Moisand Fitzgerald Tamayo, LLC2,174
0.0% of portfolio›$216.4K
Soltis Investment Advisors LLC2,070
0.0% of portfolio›$206.1K
Central Pacific Bank - Trust Division1,862
0.0% of portfolio›$185.4K
Oakworth Capital, Inc.1,855
0.0% of portfolio›$184.7K
Versant Capital Management, Inc1,758
0.0% of portfolio›$175.0K
US Bancorp \de\1,522
0.0% of portfolio›$151.5K
Essential Partners LLC1,132
0.1% of portfolio›$112.7K
SJS Investment Consulting Inc.1,100
0.0% of portfolio›$109.5K
Bfsg, LLC1,030
0.0% of portfolio›$102.5K
Parallel Advisors, LLC886
0.0% of portfolio›$88.2K
First Horizon Corp754
0.0% of portfolio›$75.1K
Root Financial Partners, LLC710
0.0% of portfolio›$70.7K
Trust Co of Vermont650
0.0% of portfolio›$64.7K
Caldwell Trust Co621
0.0% of portfolio›$61.8K
Concord Wealth Partners587
0.0% of portfolio›$58.4K
GHP Investment Advisors, Inc.561
0.0% of portfolio›$55.9K
Fulcrum Asset Management LLP528
0.0% of portfolio›$52.8K
TFC Financial Management, Inc.502
0.0% of portfolio›$50.0K
FNY Investment Advisers, LLC479
0.0% of portfolio›$47
Provenance Wealth Advisors, LLC476
0.0% of portfolio›$47.4K
True Wealth Design, LLC465
0.0% of portfolio›$46.3K
Ares Financial Consulting, LLC398
0.0% of portfolio›$39.6K
Blue Trust, Inc.383
0.0% of portfolio›$38.1K
Salomon & Ludwin, LLC341
0.0% of portfolio›$34.0K
Mitsubishi UFJ Asset Management Co., Ltd.285
0.0% of portfolio›$28.4K
MassMutual Private Wealth & Trust, FSB257
0.0% of portfolio›$25.6K
V-Square Quantitative Management LLC238
0.0% of portfolio›$23.7K
Acumen Wealth Advisors, LLC227
0.0% of portfolio›$22.6K
Assetmark, Inc218
0.0% of portfolio›$21.7K
Pinnacle Wealth Planning Services, Inc.205
0.0% of portfolio›$20.4K
Fortitude Family Office, LLC204
0.0% of portfolio›$20.3K
Mather Group, Llc.199
0.0% of portfolio›$19.8K
MTM Investment Management, LLC197
0.0% of portfolio›$19.6K
Cedar Mountain Advisors, LLC187
0.0% of portfolio›$18.6K
City State Bank150
0.0% of portfolio›$14.9K
Latitude Advisors, LLC143
0.0% of portfolio›$14.3K
Highline Wealth Partners LLC143
0.0% of portfolio›$14.2K
Nfsg Corp142
0.0% of portfolio›$14.1K
Godsey & Gibb, Inc120
0.0% of portfolio›$11.9K
Elevation Wealth Partners, LLC95
0.0% of portfolio›$9.5K
Farmers & Merchants Investments Inc85
0.0% of portfolio›$8.5K
CX Institutional78
0.0% of portfolio›$8
Parkside Financial Bank & Trust69
0.0% of portfolio›$6.9K
Silver Grove Financial Group, Inc.68
0.0% of portfolio›$6.8K
Bayforest Capital Ltd64
0.0% of portfolio›$6.4K
JFS Wealth Advisors, LLC60
0.0% of portfolio›$6.0K
Key FInancial Inc58
0.0% of portfolio›$5.8K
Avion Wealth55
0.0% of portfolio›$5
Bell Investment Advisors, Inc50
0.0% of portfolio›$5.0K
Activest Wealth Management49
0.0% of portfolio›$4.9K
Creative Capital Management Investments LLC45
0.0% of portfolio›$4.5K
North Star Investment Management Corp.44
0.0% of portfolio›$4.4K
James T. Borello RIA39
0.0% of portfolio›$3.9K
Cullen T Bankers, Inc.38
0.0% of portfolio›$3.8K
Cromwell Holdings LLC36
0.0% of portfolio›$3.6K
Rossby Financial, LCC36
0.0% of portfolio›$3.6K
Larson Financial Group LLC27
0.0% of portfolio›$2.7K
Torren Management, LLC23
0.0% of portfolio›$2.3K
Elyxium Wealth, LLC21
0.0% of portfolio›$2.1K
Bay Harbor Wealth Management, LLC20
0.0% of portfolio›$2.0K
Private Wealth Management Group, LLC19
0.0% of portfolio›$1.9K
Brown, Lisle Ings, Inc.19
0.0% of portfolio›$1.9K
Marquette Asset Management, LLC19
0.0% of portfolio›$1.9K
Valley National Advisers Inc17
0.0% of portfolio›$1.7K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$1.2K
Signature Equity Partners, LLC12
0.0% of portfolio›$1.2K
Capital Advisors, Ltd. LLC12
0.0% of portfolio›$1
Ascentis Wealth Management, LLC12
0.0% of portfolio›$1.2K
Planning Strategies Inc.8
0.0% of portfolio›$796
SBI Securities Co., Ltd.6
0.0% of portfolio›$597
Hughes Financial Services, LLC6
0.0% of portfolio›$637
Bare Financial Services, Inc6
0.0% of portfolio›$597
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$398
DecisionPoint Financial, LLC4
0.0% of portfolio›$403
MV Capital Management, Inc.3
0.0% of portfolio›$299
Quest 10 Wealth Builders, Inc.2
0.0% of portfolio›$199
Maryland Capital Advisors Inc.1
0.0% of portfolio›$100
Heritage Family Offices, LLP1
0.0% of portfolio›$53
Signature Resources Capital Management, LLC1
0.0% of portfolio›$100
American Capital Advisory, LLC1
0.0% of portfolio›$100
Manchester Capital Management LLC1
0.0% of portfolio›$100
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,273,449$525.0M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
3,532,368$351.7M0.1%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
738,169$74.3M0.1%CoreMediumCharlotte, NC2026-11-04
Thrivent Financial for Lutherans
495,191$49.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Cincinnati Insurance Co
290,274$28.9M0.4%CoreLowFairfield, OH2026-11-03
Regions Financial Corp
271,447$27.0M0.2%CoreLowBirmingham, AL2026-11-05
Fort Washington Investment Advisors Inc
263,013$26.2M0.1%CoreLowCincinnati, OH2026-10-15
Retirement Systems of Alabama
243,942$24.3M0.1%IndexLowMontgomery, AL2026-11-04
Principal Financial Group Inc
222,699$22.2M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
216,283$21.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Cincinnati Financial Corp
200,419$20.0M0.4%CoreVery LowCincinnati, OH2026-11-03
Leeward Investments, LLC - MA
134,475$13.4M0.7%Deep ValueLowBoston, MA2026-10-23
Mutual of America Capital Management LLC
102,897$10.2M0.1%IndexLowNew York, NY2026-10-23
Channing Capital Management, LLC
101,191$10.1M0.3%ValueHighChicago, IL2026-11-02
Private Management Group Inc
98,669$9.8M0.3%YieldLowIrvine, CA2026-11-04
Strs Ohio
88,073$8.8M0.0%CoreMediumColumbus, OH2026-10-30
Vest Financial, LLC
79,541$7.9M0.1%ValueMediumMclean, VA2026-10-21
Deprince Race & Zollo Inc
72,959$7.3M0.1%Deep ValueHighWinter Park, FL2026-10-13
Wealth Enhancement Advisory Services, LLC
62,253$5.8M0.0%CoreLowPlymouth, MN2026-10-13
Citigroup Inc
53,641$5.3M0.0%CoreMediumNew York, NY2026-11-04
Truist Financial Corp
53,560$5.3M0.0%CoreLowCharlotte, NC2026-10-30
Cincinnati Specialty Underwriters Insurance Co
50,000$5.0M1.1%CoreLowFairfield, OH2026-11-03
Cambiar Investors LLC
47,063$4.7M0.2%ValueMediumDenver, CO2026-11-04
Amalgamated Bank
43,263$4.3K0.0%CoreVery LowNew York, NY2026-10-23
Fifth Third Wealth Advisors LLC
38,522$3.8M0.1%IndexVery LowCincinnati, OH2026-10-22
Wedge Capital Management L L P
37,102$3.7M0.1%ValueMediumCharlotte, NC2026-10-13
New York State Teachers Retirement System
36,629$3.6K0.0%CoreVery LowAlbany, NY2026-10-22
Red Spruce Capital, LLC
35,579$3.5M1.3%GrowthMediumBerwyn, PA2026-10-07
E. Ohman J:or Asset Management AB
32,627$3.2M0.1%GrowthMediumStockholm, Sweden2026-10-22
BIP Wealth, LLC
30,798$3.1M0.1%ETFMediumAtlanta, GA2026-10-22
Salzhauer Michael
30,214$3.0M1.2%GARPLowNew York, NY2026-10-28
Polaris Capital Management, LLC
29,161$2.9M0.3%Deep ValueLowBoston, MA2026-10-21
Louisiana State Employees Retirement System
28,800$2.9M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
27,505$2.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Oliver Luxxe Assets LLC
26,093$2.6M0.4%ValueMediumGladstone, NJ2026-10-14
Fifth Third Bancorp
25,957$2.6M0.0%IndexVery LowCincinnati, OH2026-11-05
HB Wealth Management, LLC
25,510$2.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Yousif Capital Management, LLC
25,172$2.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of New Jersey Common Pension Fund D
25,039$2.5M0.0%CoreLowTrenton, NJ2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
23,147$2.3M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
22,800$2.3M0.0%IndexLowEast Lansing, MI2026-10-27
Cyndeo Wealth Partners, LLC
22,099$2.2M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Continental Advisors LLC
22,012$2.2M0.9%YieldMediumPark City, UT2026-10-13
M Holdings Securities, Inc.
21,456$2.3K0.0%ETFHighPortland, OR2026-11-03
Oregon Public Employees Retirement Fund
20,041$2.0M0.0%IndexVery LowTigard, OR2026-10-30
Oppenheimer Asset Management Inc.
18,869$1.9M0.0%CoreMediumNew York, NY2026-10-27
Montag A & Associates Inc
18,311$1.8M0.1%CoreLowAtlanta, GA2026-10-29
Nicholas Hoffman & Company, Llc.
16,971$1.7M0.0%ETFVery LowAtlanta, GA2026-10-30
Greenleaf Trust
16,572$1.6M0.0%CoreLowKalamazoo, MI2026-10-29
Howard Financial Services, Ltd.
16,149$1.6M0.2%ETFLowDallas, TX2026-10-15
Commonwealth Equity Services, LLC
15,967$1.6M0.0%ETFLowWaltham, MA2026-11-02
Pictet Asset Management Holding SA
15,413$1.5M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Linscomb Wealth, Inc.
15,071$1.5M0.1%ETFLowHouston, TX2026-11-05
Laurel Wealth Advisors LLC
15,019$1.5M0.1%CoreVery LowCharlotte, NC2026-10-27
Ashton Thomas Private Wealth, LLC
14,837$1.5M0.0%CoreMediumScottsdale, AZ2026-11-03
Concurrent Investment Advisors, LLC
14,531$1.4M0.0%GrowthMediumTampa, FL2026-10-16
Y-Intercept (Hong Kong) Ltd
13,554$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Gateway Investment Advisers LLC
13,466$1.3M0.0%GrowthLowCincinnati, OH2026-10-13
Black Diamond Financial, LLC
11,997$1.2M0.1%ETFVery LowTowson, MD2026-10-26
Salem Investment Counselors Inc
11,442$1.1M0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Investors Research Corp
11,347$1.1M0.2%ETFLowAtlanta, GA2026-10-07
Xponance LLC
11,260$1.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Vise Technologies, Inc.
11,037$1.1M0.0%IndexLowNew York, NY2026-10-29
Tributary Capital Management, LLC
10,821$1.1M0.1%ValueMediumOmaha, NE2026-10-28
KDK Private Wealth Management, LLC
10,305$1.0M0.8%ETFVery LowHouston, TX2026-11-03
Citizens Financial Group Inc
10,273$1.0M0.0%GrowthLowProvidence, RI2026-10-23
Signaturefd, LLC
10,127$1.0M0.0%IndexLowAtlanta, GA2026-10-23
Partners Wealth Management, LLC
9,735$969.2K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Cambridge Investment Research Advisors, Inc.
9,589$9550.0%ETFLowFairfield, IA2026-11-02
Moody National Bank Trust Division
9,557$951.5K0.1%CoreMediumGalveston, TX2026-10-06
State of Alaska, Department of Revenue
9,187$9140.0%CoreVery LowJuneau, AK2026-10-15
Bailard, Inc.
8,985$894.5K0.0%GrowthMediumFoster City, CA2026-10-13
Kestra Advisory Services, LLC
8,732$869.3K0.0%CoreLowAustin, TX2026-11-02
OpenArc Corporate Advisory, LLC
7,780$774.6K0.0%GrowthLowAtlanta, GA2026-10-21
Chicago Partners Investment Group LLC
7,651$807.3K0.0%GARPLowChicago, IL2026-10-27
Family Legacy, Inc.
7,555$752.2K0.2%CoreVery LowGreenville, SC2026-10-13
James Investment Research, Inc.
7,385$735.3K0.1%CoreLowAlpha, OH2026-10-22
Sheets Smith Wealth Management
6,642$661.3K0.1%CoreLowWinston-Salem, NC2026-10-16
Virginia Retirement Systems ET Al
6,500$647.1K0.0%CoreMediumRichmond, VA2026-10-28
Lanark Financial, Inc.
6,353$632.5K0.0%CoreMediumBirmingham, AL2026-10-26
Keybank National Association
6,094$606.7K0.0%CoreLowBrooklyn, OH2026-11-04
Swiss Life Asset Management Ltd
6,053$602.6K0.0%CoreLowZurich, Switzerland2026-11-03
Quadrant Capital Group LLC
5,935$592.6K0.0%CoreLowCincinnati, OH2026-10-20
MBL Wealth, LLC
5,798$577.2K0.0%ETFLowCharlotte, NC2026-10-22
Greenwood Capital Associates LLC
5,616$559.1K0.1%CoreMediumGreenwood, SC2026-10-27
Brighton Jones LLC
5,605$558.1K0.0%CoreVery LowSeattle, WA2026-11-03
Exchange Traded Concepts, LLC
5,504$548.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Alps Advisors Inc
5,470$544.6K0.0%YieldLowDenver, CO2026-11-03
Inspire Investing, LLC
5,274$525.1K0.0%GARPHighMeridian, ID2026-10-22
Compound Planning, Inc.
5,104$508.2K0.0%CoreLowNew York, NY2026-11-05
Choreo, LLC
4,970$494.9K0.0%IndexLowRockford, IL2026-10-28
Wealth Preservation Advisors, LLC
4,935$491.3K0.2%CoreLowChattanooga, TN2026-11-05
NorthCrest Asset Manangement, LLC
4,867$489.5K0.0%GrowthLowPlymouth, MN2026-10-13
First City Capital Management, Inc.
4,801$478.0K0.2%CoreLowSavannah, GA2026-10-27
Adell Harriman & Carpenter Inc
4,663$464.2K0.0%GrowthVery LowHouston, TX2026-11-02
Cornerstone Management, Inc.
4,588$456.8K0.1%ETFVery LowDuluth, GA2026-10-16
Doliver Advisors, LP
4,382$436.3K0.1%GARPLowHouston, TX2026-10-01
Richard Young Associates, Ltd.
4,304$428.5K0.3%ETFVery LowAugusta, GA2026-11-03
Krilogy Financial LLC
4,216$424.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Crossmark Global Holdings, Inc.
4,018$400.0K0.0%GARPMediumHouston, TX2026-10-21
Curated Wealth Partners LLC
3,776$375.9K0.0%GARPLowEl Segundo, CA2026-10-15
Bison Wealth, LLC
3,750$377.8K0.0%GrowthMediumAtlanta, GA2026-10-13
West Paces Advisors Inc.
3,735$371.9K0.1%ETFLowAtlanta, GA2026-10-13
ProShare Advisors LLC
3,685$366.9K0.0%GrowthLowBethesda, MD2026-10-29
Wedmont Private Capital
3,656$367.7K0.0%IndexVery LowWest Chester, PA2026-10-09
Flywheel Private Wealth LLC
3,601$358.5K0.2%ETFVery LowLos Altos, CA2026-11-02
Colton Groome Financial Advisors, LLC
3,600$358.4K0.1%ETFLowAsheville, NC2026-10-06
Peachtree Investment Partners, LLC
3,575$355.9K0.1%MomentumLowIndian River Shores,, FL2026-11-05
Crusonia Wealth Advisors LLC
3,554$353.8K0.1%ETFVery LowDenver, CO2026-10-26
Ethic Inc.
3,480$346.5K0.0%CoreLowNew York, NY2026-11-03
Sterling Capital Management LLC
3,440$342.5K0.0%GARPMediumCharlotte, NC2026-10-22
Meitav Investment House LTD
3,405$339.0K0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
AlphaCore Capital LLC
3,402$338.7K0.0%ETFLowLa Jolla, CA2026-11-04
J.W. Cole Advisors, Inc.
3,342$332.7K0.0%IndexLowTampa, FL2026-11-05
Segment Wealth Management, LLC
3,229$321.4K0.0%CoreLowHouston, TX2026-10-26
Davenport & Co LLC
3,195$318.1K0.0%CoreMediumRichmond, VA2026-10-14
Lido Advisors, LLC
3,162$314.8K0.0%GrowthLowLos Angeles, CA2026-11-04
KBC Group NV
3,146$3130.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
3,146$313.2K0.0%IndexVery LowFoster City, CA2026-10-08
Aaron Wealth Advisors LLC
3,091$307.7K0.0%GrowthMediumChicago, IL2026-10-13
CIBC Asset Management Inc
3,033$302.0K0.0%GARPLowToronto, South Africa2026-11-05
Weil Company, Inc.
2,970$295.7K0.1%ETFLowSan Diego, CA2026-10-14
North Dakota State Investment Board
2,959$294.6K0.0%GrowthMediumBismarck, ND2026-10-27
Abel Hall, LLC
2,916$290.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Parcion Private Wealth LLC
2,876$286.3K0.0%CoreMediumBellevue, WA2026-10-28
Islay Capital Management, LLC
2,809$279.7K0.1%ETFMediumLubbock, TX2026-10-20
Farther Finance Advisors, LLC
2,674$266.2K0.0%IndexLowSan Francisco, CA2026-10-08
Profund Advisors LLC
2,667$265.5K0.0%GrowthLowBethesda, MD2026-10-29
State of Wyoming
2,656$264.4K0.0%ValueHighCheyenne, WY2026-10-28
Sumitomo Mitsui Trust Group, Inc.
2,631$261.9K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Palacios Wealth Management, LLC
2,607$259.6K0.1%Agg GrowthVery LowOrmond Beach, FL2026-11-04
Apollon Wealth Management, LLC
2,604$259.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
Legacy Capital Wealth Partners, LLC
2,589$257.8K0.1%CoreMediumLittle Rock, AR2026-10-21
StoneX Group Inc.
2,560$263.7K0.0%ETFMediumNew York, NY2026-11-03
Nisa Investment Advisors, LLC
2,511$250.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Forvis Mazars Wealth Advisors, LLC
2,480$246.9K0.0%ETFVery LowSpringfield, MO2026-10-13
Trust Point Inc.
2,469$245.8K0.0%CoreMediumLa Crosse, WI2026-10-27
Trail Ridge Investment Advisors, LLC
2,432$242.1K0.1%CoreLowFort Collins, CO2026-10-16
Builder Investment Group Inc
2,422$241.2K0.0%GrowthVery LowAtlanta, GA2026-10-22
Kingswood Wealth Advisors, LLC
2,341$233.1K0.0%GrowthLowSan Diego, CA2026-10-23
Biltmore Family Office, LLC
2,336$232.6K0.0%GrowthLowCharlotte, NC2026-11-03
Abacus Planning Group, Inc.
2,307$229.7K0.0%ETFLowColumbia, SC2026-11-02
Riversedge Advisors, LLC
2,303$229.3K0.0%ETFMediumWilmington, DE2026-10-09
EverSource Wealth Advisors, LLC
2,281$227.1K0.0%CoreMediumBirmingham, AL2026-11-04
IFP Advisors, Inc
2,227$221.7K0.0%GrowthLowTampa, FL2026-10-16
Mill Capital Management, LLC
2,214$220.4K0.0%CoreLowConcord, NC2026-10-26
Moisand Fitzgerald Tamayo, LLC
2,174$216.4K0.0%ETFVery LowOrlando, FL2026-10-15
Soltis Investment Advisors LLC
2,070$206.1K0.0%CoreMediumSt. George, UT2026-10-28
Central Pacific Bank - Trust Division
1,862$185.4K0.0%CoreMediumHonolulu, HI2026-10-06
Oakworth Capital, Inc.
1,855$184.7K0.0%ETFLowBirmingham, AL2026-10-26
Versant Capital Management, Inc
1,758$175.0K0.0%GARPLowPhoenix, AZ2026-10-02
US Bancorp \de\
1,522$151.5K0.0%IndexLowMinneapolis, MN2026-11-05
Essential Partners LLC
1,132$112.7K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
1,100$109.5K0.0%ETFVery LowSylvania, OH2026-10-26
Bfsg, LLC
1,030$102.5K0.0%CoreLowIrvine, CA2026-10-30
Parallel Advisors, LLC
886$88.2K0.0%IndexLowSan Francisco, CA2026-11-03
First Horizon Corp
754$75.1K0.0%CoreLowMemphis, TN2026-10-26
Root Financial Partners, LLC
710$70.7K0.0%ETFMediumEncinitas, CA2026-10-21
Trust Co of Vermont
650$64.7K0.0%CoreVery LowBrattleboro, VT2026-10-21
Caldwell Trust Co
621$61.8K0.0%GrowthLowVenice, FL2026-10-30
Concord Wealth Partners
587$58.4K0.0%GrowthLowAbingdon, VA2026-11-02
GHP Investment Advisors, Inc.
561$55.9K0.0%CoreVery LowDenver, CO2026-10-15
Fulcrum Asset Management LLP
528$52.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
TFC Financial Management, Inc.
502$50.0K0.0%ETFVery LowBoston, MA2026-10-26
FNY Investment Advisers, LLC
479$470.0%GrowthVery HighNew York, NY2026-10-16
Provenance Wealth Advisors, LLC
476$47.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
465$46.3K0.0%ETFMediumAkron, OH2026-10-13
Ares Financial Consulting, LLC
398$39.6K0.0%CoreLowCalabasas, CA2026-10-19
Blue Trust, Inc.
383$38.1K0.0%ETFLowBrentwood, TN2026-10-15
Salomon & Ludwin, LLC
341$34.0K0.0%ETFVery LowRichmond, VA2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
285$28.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
MassMutual Private Wealth & Trust, FSB
257$25.6K0.0%CoreLowSpringfield, MA2026-10-05
V-Square Quantitative Management LLC
238$23.7K0.0%CoreLowChicago, IL2026-10-15
Acumen Wealth Advisors, LLC
227$22.6K0.0%GrowthHighChattanooga, TN2026-11-05
Assetmark, Inc
218$21.7K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
205$20.4K0.0%GARPLowMansfield, OH2026-10-27
Fortitude Family Office, LLC
204$20.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Mather Group, Llc.
199$19.8K0.0%ETFMediumChicago, IL2026-10-14
MTM Investment Management, LLC
197$19.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
Cedar Mountain Advisors, LLC
187$18.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
City State Bank
150$14.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Latitude Advisors, LLC
143$14.3K0.0%ETFLowYorkville, IL2026-10-27
Highline Wealth Partners LLC
143$14.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Nfsg Corp
142$14.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Godsey & Gibb, Inc
120$11.9K0.0%CoreLowRichmond, VA2026-10-14
Elevation Wealth Partners, LLC
95$9.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Farmers & Merchants Investments Inc
85$8.5K0.0%CoreVery LowLincoln, NE2026-10-22
CX Institutional
78$80.0%CoreMediumAuburn, IN2026-10-02
Parkside Financial Bank & Trust
69$6.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Silver Grove Financial Group, Inc.
68$6.8K0.0%CoreMediumOrchard Park, NY2026-11-05
Bayforest Capital Ltd
64$6.4K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
JFS Wealth Advisors, LLC
60$6.0K0.0%ETFVery LowHermitage, PA2026-11-03
Key FInancial Inc
58$5.8K0.0%ETFLowWest Chester, PA2026-11-02
Avion Wealth
55$50.0%ETFLowThe Woodlands, TX2026-11-04
Bell Investment Advisors, Inc
50$5.0K0.0%ETFVery LowOrinda, CA2026-10-29
Activest Wealth Management
49$4.9K0.0%ETFLowAventura, FL2026-10-15
Creative Capital Management Investments LLC
45$4.5K0.0%ETFLowSan Diego, CA2026-10-28
North Star Investment Management Corp.
44$4.4K0.0%CoreLowChicago, IL2026-10-27
James T. Borello RIA
39$3.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Cullen T Bankers, Inc.
38$3.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Cromwell Holdings LLC
36$3.6K0.0%IndexLowJackson, WY2026-10-28
Rossby Financial, LCC
36$3.6K0.0%ETFMediumMelbourne, FL2026-11-05
Larson Financial Group LLC
27$2.7K0.0%GrowthLowSt Louis, MO2026-11-05
Torren Management, LLC
23$2.3K0.0%ETFMediumSan Diego, CA2026-10-29
Elyxium Wealth, LLC
21$2.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bay Harbor Wealth Management, LLC
20$2.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Private Wealth Management Group, LLC
19$1.9K0.0%ETFLowPrinceton, NJ2026-10-19
Brown, Lisle Ings, Inc.
19$1.9K0.0%CoreVery LowProvidence, RI2026-10-16
Marquette Asset Management, LLC
19$1.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Valley National Advisers Inc
17$1.7K0.0%ETFLowBethlehem, PA2026-10-23
DiNuzzo Private Wealth, Inc.
12$1.2K0.0%ETFLowBeaver, PA2026-10-16
Signature Equity Partners, LLC
12$1.2K0.0%GrowthMediumColumbus, OH2026-10-29
Capital Advisors, Ltd. LLC
12$10.0%ETFLowShaker Heights, OH2026-10-27
Ascentis Wealth Management, LLC
12$1.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Planning Strategies Inc.
8$7960.0%ETFN/ALancaster, PA2026-10-02
SBI Securities Co., Ltd.
6$5970.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
6$6370.0%ETFLowHerndon, VA2026-10-30
Bare Financial Services, Inc
6$5970.0%ETFVery LowGap, PA2026-11-04
Caitong International Asset Management Co., Ltd
4$3980.0%GrowthVery HighHong Kong, South Korea2026-10-29
DecisionPoint Financial, LLC
4$4030.0%ETFVery LowMesa, AZ2026-10-27
MV Capital Management, Inc.
3$2990.0%ETFLowBethesda, MD2026-10-29
Quest 10 Wealth Builders, Inc.
2$1990.0%ETFLowFuquay-Varina, VA2026-11-02
Maryland Capital Advisors Inc.
1$1000.0%ETFVery LowChester, MD2026-10-15
Heritage Family Offices, LLP
1$530.0%GrowthHighScottsdale, AZ2026-11-02
Signature Resources Capital Management, LLC
1$1000.0%ETFLowNewport Beach, CA2026-10-16
American Capital Advisory, LLC
1$1000.0%ETFLowKetchum, ID2026-10-28
Manchester Capital Management LLC
1$1000.0%CoreLowManchester, VT2026-10-22