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Sumitomo Mitsui (SMFG)

CUSIP: 86562M209 | US | Financial Services · Banks - Diversified | Large Cap | 1245 institutional holders

Quarters

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

Dimensional Fund Advisors LP3,127,125
0.0% of portfolio›$81.0M
Ferguson Wellman Capital Management, Inc1,599,915
0.5% of portfolio›$41.5M
Creative Planning954,982
0.0% of portfolio›$24.7M
Bank of New York Mellon Corp827,942
0.0% of portfolio›$21.5M
Calamos Advisors LLC799,550
0.1% of portfolio›$20.7M
Anderson Hoagland & Co601,549
1.1% of portfolio›$14.5M
Allspring Global Investments Holdings, LLC539,085
0.0% of portfolio›$13.6M
Ethic Inc.475,546
0.1% of portfolio›$12.3M
Crossmark Global Holdings, Inc.444,318
0.1% of portfolio›$11.5M
Assetmark, Inc382,038
0.0% of portfolio›$9.9M
US Bancorp \de\369,716
0.0% of portfolio›$9.6M
Moran Wealth Management, LLC347,144
0.2% of portfolio›$9.0M
Eagle Global Advisors LLC320,000
0.3% of portfolio›$8.3M
Vise Technologies, Inc.288,665
0.1% of portfolio›$7.5M
Quadrant Capital Group LLC281,549
0.2% of portfolio›$7.1M
Augustine Asset Management Inc259,581
1.5% of portfolio›$6.7M
Gradient Investments LLC244,002
0.1% of portfolio›$6.3M
Citigroup Inc240,741
0.0% of portfolio›$6.2M
Signaturefd, LLC238,583
0.1% of portfolio›$6.2M
Factory Mutual Insurance Co230,432
0.1% of portfolio›$6.0M
Calamos Wealth Management LLC226,944
0.2% of portfolio›$5.9M
Gilman Hill Asset Management, LLC212,179
0.8% of portfolio›$5.5M
Triasima Portfolio Management inc.176,975
0.6% of portfolio›$4.6M
Park Avenue Securities LLC166,375
0.0% of portfolio›$4.3K
Evergreen Capital Management LLC146,693
0.1% of portfolio›$3.8M
Ritholtz Wealth Management144,792
0.1% of portfolio›$3.8M
Parr Mcknight Wealth Management Group, LLC130,013
0.4% of portfolio›$3.4M
Pekin Hardy Strauss, Inc.129,725
0.3% of portfolio›$3.4M
Prospera Financial Services Inc127,365
0.0% of portfolio›$3.1M
Compound Planning, Inc.123,716
0.1% of portfolio›$3.2M
Diversify Advisory Services, LLC122,379
0.0% of portfolio›$3.0M
Diversify Wealth Management, LLC122,379
0.0% of portfolio›$3.0M
Greenleaf Trust120,094
0.0% of portfolio›$3.1M
Aaron Wealth Advisors LLC102,127
0.1% of portfolio›$2.6M
Keybank National Association97,220
0.0% of portfolio›$2.5M
CIBC Asset Management Inc86,591
0.0% of portfolio›$2.2M
Capricorn Fund Managers Ltd84,500
0.2% of portfolio›$2.2M
Choreo, LLC82,864
0.0% of portfolio›$2.1M
Elevation Point Wealth Partners, LLC79,648
0.0% of portfolio›$2.1M
Lockheed Martin Investment Management Co70,570
0.1% of portfolio›$1.8M
Redhawk Wealth Advisors, Inc.69,523
0.2% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC67,154
0.0% of portfolio›$1.7M
Parallel Advisors, LLC59,099
0.0% of portfolio›$1.5M
Themes Management Co LLC58,999
1.0% of portfolio›$1.5M
Atria Investments, Inc57,212
0.0% of portfolio›$1.5M
Farther Finance Advisors, LLC57,202
0.0% of portfolio›$1.5M
HB Wealth Management, LLC54,854
0.0% of portfolio›$1.4M
Oppenheimer Asset Management Inc.50,592
0.0% of portfolio›$1.3M
PDS Planning, Inc50,565
0.1% of portfolio›$1.3M
Truist Financial Corp48,846
0.0% of portfolio›$1.3M
Gamma Investing LLC46,371
0.0% of portfolio›$1.2M
Legacy Wealth Asset Management, LLC46,286
0.3% of portfolio›$1.2M
Versant Capital Management, Inc45,374
0.1% of portfolio›$1.2M
Louisbourg Investments Inc.44,652
0.2% of portfolio›$1.2M
Mission Wealth Management, LP42,640
0.0% of portfolio›$1.1M
Pzena Investment Management LLC40,297
0.0% of portfolio›$1.0M
Kathmere Capital Management, LLC38,385
0.0% of portfolio›$994.6K
Lido Advisors, LLC38,254
0.0% of portfolio›$991.2K
Abel Hall, LLC36,553
0.2% of portfolio›$947.1K
Highland Capital Management, LLC36,270
0.0% of portfolio›$939.8K
Cordatus Wealth Management LLC35,806
0.2% of portfolio›$927.7K
Sage Rhino Capital LLC32,985
0.1% of portfolio›$854.6K
Mather Group, Llc.32,752
0.0% of portfolio›$848.6K
Sagespring Wealth Partners, LLC32,708
0.0% of portfolio›$847.5K
Bailard, Inc.32,395
0.0% of portfolio›$839.4K
TD Waterhouse Canada Inc.32,298
0.0% of portfolio›$817.8K
Tred Avon Family Wealth, LLC31,265
0.2% of portfolio›$810.1K
SmartHarvest Portfolios, LLC31,178
0.3% of portfolio›$807.8K
Pinnacle Wealth Planning Services, Inc.29,496
0.1% of portfolio›$764.2K
Trust Point Inc.28,373
0.1% of portfolio›$735.1K
Burns Matteson Capital Management, LLC27,457
0.2% of portfolio›$711.4K
Traveka Wealth, LLC27,154
0.2% of portfolio›$703.6K
Kestra Advisory Services, LLC25,696
0.0% of portfolio›$665.8K
Channing Global Advisors, LLC24,979
0.3% of portfolio›$647.2K
Valeo Financial Advisors, LLC24,678
0.0% of portfolio›$639.4K
Five Oceans Advisors24,405
0.2% of portfolio›$632.3K
MGO One Seven LLC24,306
0.0% of portfolio›$629.8K
J.Safra Asset Management Corp24,118
0.0% of portfolio›$624.9K
Exchange Traded Concepts, LLC23,874
0.0% of portfolio›$618.6K
Aprio Wealth Management, LLC22,998
0.0% of portfolio›$595.9K
55 North Private Wealth, LLC22,758
0.1% of portfolio›$589.6K
Xponance LLC22,087
0.0% of portfolio›$572.3K
Rose Capital Advisors LLC21,962
0.1% of portfolio›$569.0K
Concurrent Investment Advisors, LLC21,714
0.0% of portfolio›$562.6K
71 West Capital Partners20,303
0.0% of portfolio›$526.1K
Prime Capital Investment Advisors, LLC20,189
0.0% of portfolio›$523.1K
Brighton Jones LLC20,111
0.0% of portfolio›$521.1K
GC Wealth Management RIA, LLC19,737
0.0% of portfolio›$511.4K
Abacus Wealth Partners, LLC19,277
0.1% of portfolio›$499.5K
Greenspring Advisors, LLC18,247
0.0% of portfolio›$472.8K
First Affirmative Financial Network18,008
0.1% of portfolio›$466.6K
Commonwealth Equity Services, LLC17,929
0.0% of portfolio›$464.5K
Ascent Group, LLC17,665
0.0% of portfolio›$457.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management17,374
0.0% of portfolio›$450.2K
Anchyra Partners LLC17,135
0.1% of portfolio›$444.0K
Riversedge Advisors, LLC16,266
0.1% of portfolio›$421.5K
Net Worth Advisory Group16,112
0.1% of portfolio›$407.3K
Athena Wealth Management, LLC15,457
0.3% of portfolio›$400.5K
Csenge Advisory Group14,689
0.0% of portfolio›$380.6K
Canopy Partners, LLC14,626
0.1% of portfolio›$379.0K
Walkner Condon Financial Advisors LLC14,540
0.0% of portfolio›$376.7K
Apollon Wealth Management, LLC14,226
0.0% of portfolio›$368.6K
Sowell Financial Services LLC13,870
0.0% of portfolio›$359.4K
Cromwell Holdings LLC13,841
0.2% of portfolio›$358.6K
Carter Financial Group, Inc.13,777
0.2% of portfolio›$357.0K
Acorn Creek Capital LLC13,732
0.1% of portfolio›$355.8K
EverSource Wealth Advisors, LLC13,569
0.0% of portfolio›$351.5K
HUB Investment Partners, LLC13,075
0.0% of portfolio›$338.8K
StoneX Group Inc.12,877
0.0% of portfolio›$333.3K
Sterling Capital Management LLC12,670
0.0% of portfolio›$328.3K
First Command Advisory Services, Inc.12,384
0.0% of portfolio›$320.9K
Wedmont Private Capital12,269
0.0% of portfolio›$310.5K
Intergy Private Wealth, LLC12,216
0.1% of portfolio›$316.5K
Gallacher Capital Management LLC12,180
0.3% of portfolio›$315.6K
Syverson Strege & Co11,914
0.1% of portfolio›$308.7K
Cambridge Investment Research Advisors, Inc.11,540
0.0% of portfolio›$299
XXI Wealth, LLC11,435
0.1% of portfolio›$296.3K
Brucke Financial, Inc.11,383
0.1% of portfolio›$294.9K
Perigon Wealth Management, LLC10,991
0.0% of portfolio›$284.8K
Yousif Capital Management, LLC10,957
0.0% of portfolio›$283.9K
Sovran Advisors, LLC10,769
0.0% of portfolio›$265.6K
Angeles Wealth Management, LLC10,756
0.0% of portfolio›$278.7K
LVW Advisors, LLC10,666
0.0% of portfolio›$276.4K
Fiduciary Financial Group, LLC10,496
0.0% of portfolio›$272.0K
May Hill Capital, LLC10,277
0.1% of portfolio›$266.3K
Generali Investments CEE, investicni spolecnost, a.s.10,009
0.0% of portfolio›$236.0K
Oppenheimer & Co Inc9,959
0.0% of portfolio›$258.0K
SYM Financial Corp9,402
0.0% of portfolio›$243.6K
Blue Trust, Inc.9,195
0.0% of portfolio›$238.2K
Klingman & Associates, LLC8,899
0.0% of portfolio›$230.6K
Sunpointe, LLC8,525
0.1% of portfolio›$220.9K
Enterprise Financial Services Corp8,467
0.1% of portfolio›$219.4K
D'Orazio & Associates, Inc.8,462
0.0% of portfolio›$219.3K
V-Square Quantitative Management LLC8,304
0.0% of portfolio›$215.2K
Crestwood Advisors Group, LLC8,223
0.0% of portfolio›$213.1K
Seven Mile Advisory8,210
0.1% of portfolio›$212.7K
Sapient Capital LLC8,175
0.0% of portfolio›$211.8K
Frank, Rimerman Advisors LLC8,126
0.0% of portfolio›$210.5K
Ares Financial Consulting, LLC5,767
0.1% of portfolio›$149.4K
TD Private Client Wealth LLC5,665
0.0% of portfolio›$146.8K
Parkside Financial Bank & Trust5,319
0.0% of portfolio›$137.8K
Fifth Third Bancorp4,664
0.0% of portfolio›$120.8K
Richardson Financial Services Inc.4,495
0.1% of portfolio›$116.5K
Owl Creek Wealth Partners LLC4,203
0.0% of portfolio›$108.9K
Provenance Wealth Advisors, LLC3,828
0.0% of portfolio›$99.2K
Rosenberg Matthew Hamilton3,827
0.0% of portfolio›$99.2K
Manchester Capital Management LLC3,752
0.0% of portfolio›$97.2K
Cape Investment Advisory, Inc.3,725
0.0% of portfolio›$96.5K
Larson Financial Group LLC3,484
0.0% of portfolio›$90.3K
Salomon & Ludwin, LLC3,421
0.0% of portfolio›$88.6K
James T. Borello RIA3,338
0.0% of portfolio›$86.5K
True Wealth Design, LLC3,156
0.0% of portfolio›$81.8K
JFS Wealth Advisors, LLC2,409
0.0% of portfolio›$62.4K
Lanark Financial, Inc.2,335
0.0% of portfolio›$60.5K
Livelsberger Financial Advisory1,987
0.3% of portfolio›$51.5K
Root Financial Partners, LLC1,721
0.0% of portfolio›$44.6K
IFP Advisors, Inc1,710
0.0% of portfolio›$44.3K
Ascentis Independent Advisors1,560
0.0% of portfolio›$40.4K
Bayban1,532
0.0% of portfolio›$36.1K
Cullen T Bankers, Inc.1,423
0.0% of portfolio›$36.9K
Essential Partners LLC1,300
0.0% of portfolio›$33.7K
West Financial Advisors, LLC1,290
0.0% of portfolio›$33.4K
Highline Wealth Partners LLC1,251
0.0% of portfolio›$32.4K
Private Trust Co NA1,249
0.0% of portfolio›$32.4K
Signature Equity Partners, LLC1,141
0.0% of portfolio›$29.6K
Bare Financial Services, Inc1,125
0.0% of portfolio›$29.1K
Nisa Investment Advisors, LLC1,091
0.0% of portfolio›$28.3K
SJS Investment Consulting Inc.1,082
0.0% of portfolio›$28.0K
Elyxium Wealth, LLC1,019
0.0% of portfolio›$26.4K
Rossby Financial, LCC984
0.0% of portfolio›$25.5K
Financial Consulate, Inc961
0.0% of portfolio›$24.9K
Elevation Wealth Partners, LLC928
0.0% of portfolio›$24.0K
Oakworth Capital, Inc.921
0.0% of portfolio›$23.9K
Albion Financial Group798
0.0% of portfolio›$20.7K
Ascentis Wealth Management, LLC778
0.0% of portfolio›$20.2K
Jacobi Capital Management LLC760
0.0% of portfolio›$19.7K
Silver Grove Financial Group, Inc.748
0.0% of portfolio›$19.4K
Financial Management Professionals, Inc.702
0.0% of portfolio›$18.2K
Physician Wealth Advisors, Inc.664
0.0% of portfolio›$17.2K
PFS Partners, LLC651
0.0% of portfolio›$16.9K
Acumen Wealth Advisors, LLC616
0.0% of portfolio›$16.0K
WPG Advisers, LLC556
0.0% of portfolio›$14.4K
Cherry Tree Wealth Management, LLC533
0.0% of portfolio›$13.8K
Caitong International Asset Management Co., Ltd519
0.0% of portfolio›$13.4K
City State Bank488
0.0% of portfolio›$12.6K
Proathlete Wealth Management LLC474
0.0% of portfolio›$12.3K
Brown, Lisle Ings, Inc.472
0.0% of portfolio›$12.2K
UMB Private Wealth Management, LLC450
0.0% of portfolio›$11.7K
Arlington Trust Co LLC446
0.0% of portfolio›$11.6K
Triumph Capital Management412
0.0% of portfolio›$10.7K
Jnba Financial Advisors389
0.0% of portfolio›$10.1K
Bell Investment Advisors, Inc384
0.0% of portfolio›$10.0K
Spire Wealth Management377
0.0% of portfolio›$9.8K
Retirement Wealth Solutions LLC313
0.0% of portfolio›$8.1K
Creative Financial Designs Inc311
0.0% of portfolio›$8.1K
Planning Strategies Inc.301
0.0% of portfolio›$7.8K
Trust Co of Vermont284
0.0% of portfolio›$7.4K
Gleason Group, Inc.265
0.0% of portfolio›$6.9K
Burk Holdings LLC255
0.0% of portfolio›$6.6K
MV Capital Management, Inc.252
0.0% of portfolio›$6.5K
Clean Yield Group250
0.0% of portfolio›$6.5K
American Capital Advisory, LLC248
0.0% of portfolio›$6.4K
City Holding Co244
0.0% of portfolio›$6.3K
Independence Bank of Kentucky225
0.0% of portfolio›$5.8K
Nfsg Corp197
0.0% of portfolio›$5.1K
Nemes Rush Group LLC151
0.0% of portfolio›$3.9K
Wilmington Savings Fund Society, FSB145
0.0% of portfolio›$3.8K
CX Institutional142
0.0% of portfolio›$4
Central Trust Co126
0.0% of portfolio›$3.3K
Elevated Capital Advisors, LLC125
0.0% of portfolio›$3.2K
Archer Investment Corp117
0.0% of portfolio›$3.0K
Breakwater Investment Management116
0.0% of portfolio›$3.0K
Trifecta Capital Advisors, LLC106
0.0% of portfolio›$2.7K
Financial Network Wealth Advisors LLC99
0.0% of portfolio›$2.6K
CoreCap Advisors, LLC97
0.0% of portfolio›$2.5K
Country Trust Bank87
0.0% of portfolio›$2.3K
GHP Investment Advisors, Inc.85
0.0% of portfolio›$2.2K
Monetary Solutions, Ltd82
0.0% of portfolio›$2.1K
Bfsg, LLC80
0.0% of portfolio›$2.1K
Noble Wealth Management PBC71
0.0% of portfolio›$1.8K
Inspire Investing, LLC59
0.0% of portfolio›$1.5K
Grove Bank & Trust40
0.0% of portfolio›$1.0K
Godsey & Gibb, Inc36
0.0% of portfolio›$933
Nvest Wealth Strategies, Inc.34
0.0% of portfolio›$882
Abound Wealth Management31
0.0% of portfolio›$804
Gilpin Wealth Management, LLC28
0.0% of portfolio›$726
Center for Financial Planning, Inc.28
0.0% of portfolio›$725
Mosley Wealth Management22
0.0% of portfolio›$545
StrongBox Wealth, LLC20
0.0% of portfolio›$518
Decker Retirement Planning Inc.14
0.0% of portfolio›$362
Trust Co1
0.0% of portfolio›$26
Kingdom Financial Group Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,127,125$81.0M0.0%IndexLowAustin, TX2026-11-04
Ferguson Wellman Capital Management, Inc
1,599,915$41.5M0.5%CoreLowPortland, OR2026-10-05
Creative Planning
954,982$24.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
827,942$21.5M0.0%CoreLowNew York, NY2026-11-05
Calamos Advisors LLC
799,550$20.7M0.1%GrowthMediumNaperville, IL2026-11-02
Anderson Hoagland & Co
601,549$14.5M1.1%ETFLowSt Louis, MO2026-10-23
Allspring Global Investments Holdings, LLC
539,085$13.6M0.0%CoreMediumCharlotte, NC2026-11-04
Ethic Inc.
475,546$12.3M0.1%CoreLowNew York, NY2026-11-03
Crossmark Global Holdings, Inc.
444,318$11.5M0.1%GARPMediumHouston, TX2026-10-21
Assetmark, Inc
382,038$9.9M0.0%ETFLowConcord, CA2026-10-21
US Bancorp \de\
369,716$9.6M0.0%IndexLowMinneapolis, MN2026-11-05
Moran Wealth Management, LLC
347,144$9.0M0.2%CoreMediumNaples, FL2026-10-22
Eagle Global Advisors LLC
320,000$8.3M0.3%CoreLowHouston, TX2026-11-02
Vise Technologies, Inc.
288,665$7.5M0.1%IndexLowNew York, NY2026-10-29
Quadrant Capital Group LLC
281,549$7.1M0.2%CoreLowCincinnati, OH2026-10-20
Augustine Asset Management Inc
259,581$6.7M1.5%GrowthVery LowJacksonville, FL2026-10-13
Gradient Investments LLC
244,002$6.3M0.1%CoreMediumArden Hills, MN2026-10-08
Citigroup Inc
240,741$6.2M0.0%CoreMediumNew York, NY2026-11-04
Signaturefd, LLC
238,583$6.2M0.1%IndexLowAtlanta, GA2026-10-23
Factory Mutual Insurance Co
230,432$6.0M0.1%GrowthLowWaltham, MA2026-10-30
Calamos Wealth Management LLC
226,944$5.9M0.2%GrowthMediumNaperville, IL2026-11-02
Gilman Hill Asset Management, LLC
212,179$5.5M0.8%YieldMediumNew Canaan, CT2026-10-13
Triasima Portfolio Management inc.
176,975$4.6M0.6%MomentumHighMontreal, Austria2026-10-15
Park Avenue Securities LLC
166,375$4.3K0.0%ETFMediumNew York, NY2026-10-26
Evergreen Capital Management LLC
146,693$3.8M0.1%GARPMediumBellevue, WA2026-10-23
Ritholtz Wealth Management
144,792$3.8M0.1%IndexLowNew York, NY2026-11-05
Parr Mcknight Wealth Management Group, LLC
130,013$3.4M0.4%CoreMediumMinneapolis, MN2026-10-30
Pekin Hardy Strauss, Inc.
129,725$3.4M0.3%ValueMediumChicago, IL2026-11-02
Prospera Financial Services Inc
127,365$3.1M0.0%CoreMediumDallas, TX2026-11-04
Compound Planning, Inc.
123,716$3.2M0.1%CoreLowNew York, NY2026-11-05
Diversify Advisory Services, LLC
122,379$3.0M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
122,379$3.0M0.0%GrowthMediumSandy, UT2026-10-20
Greenleaf Trust
120,094$3.1M0.0%CoreLowKalamazoo, MI2026-10-29
Aaron Wealth Advisors LLC
102,127$2.6M0.1%GrowthMediumChicago, IL2026-10-13
Keybank National Association
97,220$2.5M0.0%CoreLowBrooklyn, OH2026-11-04
CIBC Asset Management Inc
86,591$2.2M0.0%GARPLowToronto, South Africa2026-11-05
Capricorn Fund Managers Ltd
84,500$2.2M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Choreo, LLC
82,864$2.1M0.0%IndexLowRockford, IL2026-10-28
Elevation Point Wealth Partners, LLC
79,648$2.1M0.0%CoreHighDenver, CO2026-11-05
Lockheed Martin Investment Management Co
70,570$1.8M0.1%GrowthMediumBethesda, MD2026-11-04
Redhawk Wealth Advisors, Inc.
69,523$1.8M0.2%ETFHighMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
67,154$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Parallel Advisors, LLC
59,099$1.5M0.0%IndexLowSan Francisco, CA2026-11-03
Themes Management Co LLC
58,999$1.5M1.0%GARPMediumGreenwich, CT2026-10-29
Atria Investments, Inc
57,212$1.5M0.0%CoreMediumCharlotte, NC2026-10-15
Farther Finance Advisors, LLC
57,202$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
HB Wealth Management, LLC
54,854$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Oppenheimer Asset Management Inc.
50,592$1.3M0.0%CoreMediumNew York, NY2026-10-27
PDS Planning, Inc
50,565$1.3M0.1%IndexVery LowDublin, OH2026-11-03
Truist Financial Corp
48,846$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Gamma Investing LLC
46,371$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
Legacy Wealth Asset Management, LLC
46,286$1.2M0.3%GARPMediumWoodbury, MN2026-10-09
Versant Capital Management, Inc
45,374$1.2M0.1%GARPLowPhoenix, AZ2026-10-02
Louisbourg Investments Inc.
44,652$1.2M0.2%GARPMediumDieppe, Armenia2026-10-20
Mission Wealth Management, LP
42,640$1.1M0.0%ETFLowSanta Barbara, CA2026-10-15
Pzena Investment Management LLC
40,297$1.0M0.0%Deep ValueMediumNew York, NY2026-10-30
Kathmere Capital Management, LLC
38,385$994.6K0.0%ETFLowWayne, PA2026-10-20
Lido Advisors, LLC
38,254$991.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Abel Hall, LLC
36,553$947.1K0.2%CoreMediumBaton Rouge, LA2026-10-19
Highland Capital Management, LLC
36,270$939.8K0.0%GrowthMediumMemphis, TN2026-10-26
Cordatus Wealth Management LLC
35,806$927.7K0.2%GrowthMediumNewtown, PA2026-10-19
Sage Rhino Capital LLC
32,985$854.6K0.1%ETFLowMenlo Park, CA2026-10-28
Mather Group, Llc.
32,752$848.6K0.0%ETFMediumChicago, IL2026-10-14
Sagespring Wealth Partners, LLC
32,708$847.5K0.0%ETFLowFranklin, TN2026-10-22
Bailard, Inc.
32,395$839.4K0.0%GrowthMediumFoster City, CA2026-10-13
TD Waterhouse Canada Inc.
32,298$817.8K0.0%CoreLowToronto, Australia2026-10-16
Tred Avon Family Wealth, LLC
31,265$810.1K0.2%CoreLowEaston, MD2026-10-20
SmartHarvest Portfolios, LLC
31,178$807.8K0.3%GrowthLowSeattle, WA2026-10-26
Pinnacle Wealth Planning Services, Inc.
29,496$764.2K0.1%GARPLowMansfield, OH2026-10-27
Trust Point Inc.
28,373$735.1K0.1%CoreMediumLa Crosse, WI2026-10-27
Burns Matteson Capital Management, LLC
27,457$711.4K0.2%CoreMediumCorning, NY2026-10-16
Traveka Wealth, LLC
27,154$703.6K0.2%ETFLowLos Altos, CA2026-10-19
Kestra Advisory Services, LLC
25,696$665.8K0.0%CoreLowAustin, TX2026-11-02
Channing Global Advisors, LLC
24,979$647.2K0.3%CoreMediumFort Lauderdale, FL2026-11-03
Valeo Financial Advisors, LLC
24,678$639.4K0.0%ETFLowCarmel, IN2026-10-08
Five Oceans Advisors
24,405$632.3K0.2%ETFVery LowCarlsbad, CA2026-10-22
MGO One Seven LLC
24,306$629.8K0.0%GrowthLowBeachwood, OH2026-10-28
J.Safra Asset Management Corp
24,118$624.9K0.0%ETFLowNew York, NY2026-11-03
Exchange Traded Concepts, LLC
23,874$618.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Aprio Wealth Management, LLC
22,998$595.9K0.0%ETFMediumAtlanta, GA2026-10-28
55 North Private Wealth, LLC
22,758$589.6K0.1%ETFLowWinter Park, FL2026-10-20
Xponance LLC
22,087$572.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Rose Capital Advisors LLC
21,962$569.0K0.1%ETFN/AMiami Beach, FL2026-11-04
Concurrent Investment Advisors, LLC
21,714$562.6K0.0%GrowthMediumTampa, FL2026-10-16
71 West Capital Partners
20,303$526.1K0.0%IndexVery LowBoston, MA2026-11-04
Prime Capital Investment Advisors, LLC
20,189$523.1K0.0%ETFLowOverland Park, KS2026-10-20
Brighton Jones LLC
20,111$521.1K0.0%CoreVery LowSeattle, WA2026-11-03
GC Wealth Management RIA, LLC
19,737$511.4K0.0%GrowthMediumCambridge, MA2026-11-02
Abacus Wealth Partners, LLC
19,277$499.5K0.1%ETFLowSanta Monica, CA2026-11-03
Greenspring Advisors, LLC
18,247$472.8K0.0%ETFVery LowTowson, MD2026-11-05
First Affirmative Financial Network
18,008$466.6K0.1%CoreN/AColorado Springs, CO2026-10-21
Commonwealth Equity Services, LLC
17,929$464.5K0.0%ETFLowWaltham, MA2026-11-02
Ascent Group, LLC
17,665$457.7K0.0%CoreLowVirginia Beach, VA2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
17,374$450.2K0.0%GrowthVery LowSeattle, WA2026-10-27
Anchyra Partners LLC
17,135$444.0K0.1%CoreLowAtlanta, GA2026-10-13
Riversedge Advisors, LLC
16,266$421.5K0.1%ETFMediumWilmington, DE2026-10-09
Net Worth Advisory Group
16,112$407.3K0.1%GARPMediumSandy, UT2026-10-20
Athena Wealth Management, LLC
15,457$400.5K0.3%GARPMediumReno, NV2026-10-09
Csenge Advisory Group
14,689$380.6K0.0%ETFMediumClearwater, FL2026-11-04
Canopy Partners, LLC
14,626$379.0K0.1%GrowthLowCincinnati, OH2026-10-28
Walkner Condon Financial Advisors LLC
14,540$376.7K0.0%ETFLowVerona, WI2026-11-02
Apollon Wealth Management, LLC
14,226$368.6K0.0%GrowthLowMount Pleasant, SC2026-10-23
Sowell Financial Services LLC
13,870$359.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cromwell Holdings LLC
13,841$358.6K0.2%IndexLowJackson, WY2026-10-28
Carter Financial Group, Inc.
13,777$357.0K0.2%GrowthLowBarrington, IL2026-10-21
Acorn Creek Capital LLC
13,732$355.8K0.1%ETFLowFort Collins, CO2026-11-05
EverSource Wealth Advisors, LLC
13,569$351.5K0.0%CoreMediumBirmingham, AL2026-11-04
HUB Investment Partners, LLC
13,075$338.8K0.0%GrowthLowAustin, TX2026-11-03
StoneX Group Inc.
12,877$333.3K0.0%ETFMediumNew York, NY2026-11-03
Sterling Capital Management LLC
12,670$328.3K0.0%GARPMediumCharlotte, NC2026-10-22
First Command Advisory Services, Inc.
12,384$320.9K0.0%IndexLowFort Worth, TX2026-11-05
Wedmont Private Capital
12,269$310.5K0.0%IndexVery LowWest Chester, PA2026-10-09
Intergy Private Wealth, LLC
12,216$316.5K0.1%ETFVery LowColorado Springs, CO2026-10-16
Gallacher Capital Management LLC
12,180$315.6K0.3%ValueMediumLone Tree, CO2026-10-30
Syverson Strege & Co
11,914$308.7K0.1%ETFVery LowWest Des Moines, IA2026-11-02
Cambridge Investment Research Advisors, Inc.
11,540$2990.0%ETFLowFairfield, IA2026-11-02
XXI Wealth, LLC
11,435$296.3K0.1%GrowthLowChicago, IL2026-10-22
Brucke Financial, Inc.
11,383$294.9K0.1%GrowthMediumIndianapolis, IN2026-10-23
Perigon Wealth Management, LLC
10,991$284.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Yousif Capital Management, LLC
10,957$283.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sovran Advisors, LLC
10,769$265.6K0.0%ETFMediumSan Diego, CA2026-11-02
Angeles Wealth Management, LLC
10,756$278.7K0.0%ETFLowSanta Monica, CA2026-10-26
LVW Advisors, LLC
10,666$276.4K0.0%CoreMediumPittsford, NY2026-10-19
Fiduciary Financial Group, LLC
10,496$272.0K0.0%ETFLowSan Rafael, CA2026-10-13
May Hill Capital, LLC
10,277$266.3K0.1%ETFLowCohasset, MA2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
10,009$236.0K0.0%CoreLowPrague, Bahrain2026-10-15
Oppenheimer & Co Inc
9,959$258.0K0.0%CoreLowNew York, NY2026-10-26
SYM Financial Corp
9,402$243.6K0.0%ETFVery LowWinona Lake, IN2026-10-26
Blue Trust, Inc.
9,195$238.2K0.0%ETFLowBrentwood, TN2026-10-15
Klingman & Associates, LLC
8,899$230.6K0.0%ETFVery LowNew York, NY2026-10-20
Sunpointe, LLC
8,525$220.9K0.1%GrowthMediumSt. Louis, MO2026-10-22
Enterprise Financial Services Corp
8,467$219.4K0.1%CoreVery LowClayton, MO2026-11-03
D'Orazio & Associates, Inc.
8,462$219.3K0.0%ETFLowVienna, VA2026-11-04
V-Square Quantitative Management LLC
8,304$215.2K0.0%CoreLowChicago, IL2026-10-15
Crestwood Advisors Group, LLC
8,223$213.1K0.0%GrowthLowBoston, MA2026-10-27
Seven Mile Advisory
8,210$212.7K0.1%GrowthLowTallahassee, FL2026-10-22
Sapient Capital LLC
8,175$211.8K0.0%GrowthMediumIndianapolis, IN2026-10-08
Frank, Rimerman Advisors LLC
8,126$210.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Ares Financial Consulting, LLC
5,767$149.4K0.1%CoreLowCalabasas, CA2026-10-19
TD Private Client Wealth LLC
5,665$146.8K0.0%ETFLowNew York, NY2026-10-28
Parkside Financial Bank & Trust
5,319$137.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fifth Third Bancorp
4,664$120.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Richardson Financial Services Inc.
4,495$116.5K0.1%GrowthMediumMedway, MA2026-10-30
Owl Creek Wealth Partners LLC
4,203$108.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Provenance Wealth Advisors, LLC
3,828$99.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Rosenberg Matthew Hamilton
3,827$99.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Manchester Capital Management LLC
3,752$97.2K0.0%CoreLowManchester, VT2026-10-22
Cape Investment Advisory, Inc.
3,725$96.5K0.0%ETFLowMcdonough, GA2026-10-13
Larson Financial Group LLC
3,484$90.3K0.0%GrowthLowSt Louis, MO2026-11-05
Salomon & Ludwin, LLC
3,421$88.6K0.0%ETFVery LowRichmond, VA2026-10-29
James T. Borello RIA
3,338$86.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
True Wealth Design, LLC
3,156$81.8K0.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
2,409$62.4K0.0%ETFVery LowHermitage, PA2026-11-03
Lanark Financial, Inc.
2,335$60.5K0.0%CoreMediumBirmingham, AL2026-10-26
Livelsberger Financial Advisory
1,987$51.5K0.3%YieldVery LowAshland, OH2026-10-28
Root Financial Partners, LLC
1,721$44.6K0.0%ETFMediumEncinitas, CA2026-10-21
IFP Advisors, Inc
1,710$44.3K0.0%GrowthLowTampa, FL2026-10-16
Ascentis Independent Advisors
1,560$40.4K0.0%ETFLowDallas, TX2026-11-03
Bayban
1,532$36.1K0.0%ValueLowBayport, MN2026-11-05
Cullen T Bankers, Inc.
1,423$36.9K0.0%GrowthLowSan Antonio, TX2026-10-28
Essential Partners LLC
1,300$33.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
West Financial Advisors, LLC
1,290$33.4K0.0%ETFLowDes Moines, IA2026-10-22
Highline Wealth Partners LLC
1,251$32.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Private Trust Co NA
1,249$32.4K0.0%CoreLowCleveland, OH2026-10-20
Signature Equity Partners, LLC
1,141$29.6K0.0%GrowthMediumColumbus, OH2026-10-29
Bare Financial Services, Inc
1,125$29.1K0.0%ETFVery LowGap, PA2026-11-04
Nisa Investment Advisors, LLC
1,091$28.3K0.0%IndexVery LowSt. Louis, MO2026-10-20
SJS Investment Consulting Inc.
1,082$28.0K0.0%ETFVery LowSylvania, OH2026-10-26
Elyxium Wealth, LLC
1,019$26.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Rossby Financial, LCC
984$25.5K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Consulate, Inc
961$24.9K0.0%ETFLowHunt Valley, MD2026-10-23
Elevation Wealth Partners, LLC
928$24.0K0.0%ETFLowWalnut Creek, CA2026-10-07
Oakworth Capital, Inc.
921$23.9K0.0%ETFLowBirmingham, AL2026-10-26
Albion Financial Group
798$20.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Ascentis Wealth Management, LLC
778$20.2K0.0%Agg GrowthLowDallas, TX2026-11-03
Jacobi Capital Management LLC
760$19.7K0.0%CoreLowPittston, PA2026-11-05
Silver Grove Financial Group, Inc.
748$19.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Financial Management Professionals, Inc.
702$18.2K0.0%ETFMediumAustin, TX2026-10-23
Physician Wealth Advisors, Inc.
664$17.2K0.0%ETFMediumMidvale, UT2026-10-20
PFS Partners, LLC
651$16.9K0.0%ETFVery LowMine Hill, NJ2026-10-21
Acumen Wealth Advisors, LLC
616$16.0K0.0%GrowthHighChattanooga, TN2026-11-05
WPG Advisers, LLC
556$14.4K0.0%CoreLowBaltimore, MD2026-10-27
Cherry Tree Wealth Management, LLC
533$13.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Caitong International Asset Management Co., Ltd
519$13.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
City State Bank
488$12.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Proathlete Wealth Management LLC
474$12.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
Brown, Lisle Ings, Inc.
472$12.2K0.0%CoreVery LowProvidence, RI2026-10-16
UMB Private Wealth Management, LLC
450$11.7K0.0%GrowthN/AKansas City, MO2026-10-19
Arlington Trust Co LLC
446$11.6K0.0%ETFMediumBirmingham, AL2026-10-20
Triumph Capital Management
412$10.7K0.0%ETFMediumDenver, CO2026-10-14
Jnba Financial Advisors
389$10.1K0.0%ETFMediumBloomington, MN2026-11-03
Bell Investment Advisors, Inc
384$10.0K0.0%ETFVery LowOrinda, CA2026-10-29
Spire Wealth Management
377$9.8K0.0%GrowthMediumMclean, VA2026-10-30
Retirement Wealth Solutions LLC
313$8.1K0.0%ETFLowMarshfield, WI2026-10-07
Creative Financial Designs Inc
311$8.1K0.0%ETFMediumKokomo, IN2026-11-04
Planning Strategies Inc.
301$7.8K0.0%ETFN/ALancaster, PA2026-10-02
Trust Co of Vermont
284$7.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Gleason Group, Inc.
265$6.9K0.0%ETFVery LowProspect, KY2026-10-15
Burk Holdings LLC
255$6.6K0.0%ETFVery LowTulsa, OK2026-11-05
MV Capital Management, Inc.
252$6.5K0.0%ETFLowBethesda, MD2026-10-29
Clean Yield Group
250$6.5K0.0%CoreLowNorwich, VT2026-10-28
American Capital Advisory, LLC
248$6.4K0.0%ETFLowKetchum, ID2026-10-28
City Holding Co
244$6.3K0.0%CoreLowCharleston, WV2026-10-19
Independence Bank of Kentucky
225$5.8K0.0%GrowthLowOwensboro, KY2026-10-26
Nfsg Corp
197$5.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Nemes Rush Group LLC
151$3.9K0.0%CoreVery LowNovi, MI2026-11-04
Wilmington Savings Fund Society, FSB
145$3.8K0.0%CoreLowWilmington, DE2026-10-23
CX Institutional
142$40.0%CoreMediumAuburn, IN2026-10-02
Central Trust Co
126$3.3K0.0%CoreLowJefferson City, MO2026-11-05
Elevated Capital Advisors, LLC
125$3.2K0.0%ETFMediumSandy, UT2026-11-04
Archer Investment Corp
117$3.0K0.0%CoreMediumCarmel, IN2026-11-05
Breakwater Investment Management
116$3.0K0.0%ETFLowSeattle, WA2026-10-20
Trifecta Capital Advisors, LLC
106$2.7K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Financial Network Wealth Advisors LLC
99$2.6K0.0%ETFLowMurray, UT2026-10-28
CoreCap Advisors, LLC
97$2.5K0.0%ETFMediumSouthfield, MI2026-10-08
Country Trust Bank
87$2.3K0.0%GrowthLowBloomington, IL2026-10-30
GHP Investment Advisors, Inc.
85$2.2K0.0%CoreVery LowDenver, CO2026-10-15
Monetary Solutions, Ltd
82$2.1K0.0%ETFVery LowDayton, OH2026-10-22
Bfsg, LLC
80$2.1K0.0%CoreLowIrvine, CA2026-10-30
Noble Wealth Management PBC
71$1.8K0.0%YieldMediumGreenwood Village, CO2026-10-01
Inspire Investing, LLC
59$1.5K0.0%GARPHighMeridian, ID2026-10-22
Grove Bank & Trust
40$1.0K0.0%ETFLowMiami, FL2026-10-08
Godsey & Gibb, Inc
36$9330.0%CoreLowRichmond, VA2026-10-14
Nvest Wealth Strategies, Inc.
34$8820.0%ETFVery LowPowell, OH2026-10-14
Abound Wealth Management
31$8040.0%ETFVery LowFranklin, TN2026-10-26
Gilpin Wealth Management, LLC
28$7260.0%GrowthLowDenver, CO2026-10-09
Center for Financial Planning, Inc.
28$7250.0%ETFLowSouthfied, MI2026-10-26
Mosley Wealth Management
22$5450.0%ETFHighAnaheim, CA2026-10-16
StrongBox Wealth, LLC
20$5180.0%GrowthLowLee'S Summit, MO2026-11-02
Decker Retirement Planning Inc.
14$3620.0%Agg GrowthVery HighLevi, UT2026-10-19
Trust Co
1$260.0%ETFVery LowManhattan, KS2026-10-09
Kingdom Financial Group Llc.
0$120.0%ETFMediumPeoria, AZ2026-11-04