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SUN Life Financial Inc (SLF)

CUSIP: 866796105 | NYSE | Financial Services · Insurance - Diversified | Large Cap | 1281 institutional holders

Quarters

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

MacKenzie Financial Corp5,201,414
0.4% of portfolio›$405.3M
TD Waterhouse Canada Inc.5,167,172
1.0% of portfolio›$398.3M
CIBC Asset Management Inc4,362,159
0.7% of portfolio›$342.0M
Dimensional Fund Advisors LP1,757,053
0.0% of portfolio›$137.0M
Beutel, Goodman & Co Ltd.1,610,200
0.0% of portfolio›$125.8K
Cardinal Capital Management, Inc.1,176,271
2.1% of portfolio›$91.9M
DekaBank Deutsche Girozentrale1,027,263
0.0% of portfolio›$81.0K
Value Partners Investments Inc.916,798
5.0% of portfolio›$71.7M
AGF Management LTD804,258
0.3% of portfolio›$83.2M
Todd Asset Management LLC663,428
0.9% of portfolio›$51.7M
Intact Investment Management Inc.497,461
1.2% of portfolio›$38.8M
QV Investors Inc.484,718
0.0% of portfolio›$37.9K
Pictet Asset Management Holding SA283,811
0.0% of portfolio›$22.2M
Citigroup Inc196,746
0.0% of portfolio›$15.4M
Montrusco Bolton Investments Inc.191,573
0.3% of portfolio›$15.0M
PensionDanmark Pensionsforsikringsaktieselskab178,722
0.1% of portfolio›$14.0M
Crossmark Global Holdings, Inc.171,699
0.2% of portfolio›$13.4M
Lorne Steinberg Wealth Management Inc.169,514
2.8% of portfolio›$13.2M
Mn Services Vermogensbeheer B.V.162,293
0.0% of portfolio›$12.7K
Creative Planning134,766
0.0% of portfolio›$10.5M
Guardian Partners Inc.129,094
0.9% of portfolio›$10.1M
Swiss Life Asset Management Ltd115,850
0.0% of portfolio›$9.0M
Addenda Capital Inc.111,412
0.3% of portfolio›$12.4M
Kepler Cheuvreux (Suisse) SA106,733
0.7% of portfolio›$11.8M
SEB Asset Management AB91,848
0.0% of portfolio›$7.2M
Munich Reinsurance Co Stock Corp in Munich67,443
0.1% of portfolio›$5.3M
Achmea Investment Management B.V.59,413
0.0% of portfolio›$4.6M
Symphony Financial, Ltd. Co.56,911
0.4% of portfolio›$4.5M
Commonwealth Equity Services, LLC56,302
0.0% of portfolio›$4.4M
Burney Co/55,723
0.1% of portfolio›$4.3M
Generali Asset Management SPA SGR53,937
0.1% of portfolio›$6.0M
Avanza Fonder AB53,630
0.1% of portfolio›$5.9M
Gold Investment Management Ltd.46,802
1.0% of portfolio›$3.6M
Kraematon Investment Advisors, Inc42,936
2.5% of portfolio›$3.3M
Gulf International Bank (UK) Ltd42,042
0.0% of portfolio›$3.3K
Fideuram Asset Management (Ireland) dac38,157
0.1% of portfolio›$4.4M
Cardinal Point Capital Management ULC32,936
0.1% of portfolio›$2.6M
Ethic Inc.30,851
0.0% of portfolio›$2.4M
Signaturefd, LLC30,272
0.0% of portfolio›$2.4M
V-Square Quantitative Management LLC25,783
0.3% of portfolio›$2.9M
Cidel Asset Management Inc25,753
0.1% of portfolio›$2.0M
Assenagon Asset Management S.A.25,609
0.0% of portfolio›$2.0M
Old Port Advisors25,152
0.4% of portfolio›$2.0M
Wealth Enhancement Advisory Services, LLC24,524
0.0% of portfolio›$990.5K
Quadrant Capital Group LLC24,272
0.1% of portfolio›$1.9M
Pathway Financial Advisers, LLC22,627
0.4% of portfolio›$1.8M
Kestra Advisory Services, LLC21,362
0.0% of portfolio›$1.7M
Advisory Resource Group20,365
0.2% of portfolio›$1.6M
UniSuper Management Pty Ltd20,142
0.0% of portfolio›$2.2M
Vise Technologies, Inc.19,779
0.0% of portfolio›$1.5M
Verdence Capital Advisors LLC16,299
0.1% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.15,733
0.0% of portfolio›$1.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,477
0.0% of portfolio›$1.2M
Hilltop National Bank13,424
0.2% of portfolio›$1.0M
NorthCrest Asset Manangement, LLC11,602
0.0% of portfolio›$889.3K
Axxion S.A.11,331
0.1% of portfolio›$885.3K
Plan A Wealth LLC10,602
0.3% of portfolio›$826.6K
Investment Research Partners LLC10,561
0.3% of portfolio›$823.4K
Compagnie Lombard Odier SCmA10,178
0.0% of portfolio›$795.2K
Cigna Investments Inc9,929
0.0% of portfolio›$775
Diversify Wealth Management, LLC9,909
0.0% of portfolio›$778.5K
Diversify Advisory Services, LLC9,909
0.0% of portfolio›$778.5K
Woodstock Corp9,647
0.1% of portfolio›$752.2K
Candriam S.C.A.9,391
0.0% of portfolio›$736.4K
Prime Capital Investment Advisors, LLC8,601
0.0% of portfolio›$670.6K
Keybank National Association7,944
0.0% of portfolio›$619.4K
Plato Investment Management Ltd7,570
0.0% of portfolio›$593.8K
HB Wealth Management, LLC7,555
0.0% of portfolio›$589.1K
Quilter Plc7,437
0.0% of portfolio›$824.9K
Truist Financial Corp7,320
0.0% of portfolio›$570.8K
Fortress Financial Solutions, LLC6,694
0.4% of portfolio›$521.9K
Parsons Capital Management Inc6,667
0.0% of portfolio›$519.8K
Regions Financial Corp6,604
0.0% of portfolio›$514.9K
Davidson Trust Co6,383
0.2% of portfolio›$497.7K
PDS Planning, Inc6,363
0.0% of portfolio›$496.1K
Mesirow Financial Investment Management, Inc.5,704
0.0% of portfolio›$444.8K
Vontobel Holding Ltd.5,618
0.0% of portfolio›$437.9K
Pinnacle Associates LTD5,506
0.0% of portfolio›$429.3K
Evergreen Capital Management LLC5,315
0.0% of portfolio›$414.4K
Versant Capital Management, Inc5,087
0.0% of portfolio›$396.6K
Confluence Wealth Services, Inc.5,051
0.0% of portfolio›$393.8K
ASR Vermogensbeheer N.V.4,667
0.0% of portfolio›$364.6K
Parallel Advisors, LLC4,461
0.0% of portfolio›$347.8K
First Affirmative Financial Network4,392
0.1% of portfolio›$342.4K
Aaron Wealth Advisors LLC4,375
0.0% of portfolio›$341.1K
Pathway Financial Advisors LLC4,339
0.0% of portfolio›$338.3K
Frank, Rimerman Advisors LLC4,331
0.0% of portfolio›$337.7K
StoneX Group Inc.4,313
0.0% of portfolio›$337.3K
Canoe Financial LP4,229
0.0% of portfolio›$328.5K
Grimes & Co Wealth Management, LLC4,212
0.0% of portfolio›$328.4K
Washington Trust Co4,181
0.0% of portfolio›$326.0K
Villere ST Denis J & Co LLC4,177
0.0% of portfolio›$325.7K
Ballast, Inc.4,083
0.1% of portfolio›$318.4K
Canopy Partners, LLC4,064
0.1% of portfolio›$316.9K
Brighton Jones LLC4,028
0.0% of portfolio›$314.1K
Louisbourg Investments Inc.3,986
0.1% of portfolio›$311.6K
Greenwood Gearhart LLC3,798
0.0% of portfolio›$296.1K
Well Done, LLC3,771
0.0% of portfolio›$294.0K
Rempart Asset Management Inc.3,685
0.1% of portfolio›$288.7K
Nilsine Partners, LLC3,570
0.0% of portfolio›$278.4K
Carter Financial Group, Inc.3,519
0.1% of portfolio›$274.4K
Genus Capital Management Inc.3,469
0.0% of portfolio›$271.0K
St. Louis Trust Co3,385
0.0% of portfolio›$263.9K
Axxcess Wealth Management, LLC3,385
0.0% of portfolio›$263.9K
Franklin Street Advisors Inc3,347
0.0% of portfolio›$261.0K
VestGen Advisors, LLC3,334
0.0% of portfolio›$260.0K
Concurrent Investment Advisors, LLC3,256
0.0% of portfolio›$253.8K
111 Capital3,211
0.0% of portfolio›$250.3K
Ascent Group, LLC3,170
0.0% of portfolio›$247.1K
Basso Capital Management, L.P.3,163
0.1% of portfolio›$246.6K
J. L. Bainbridge & Co., Inc.3,148
0.0% of portfolio›$245.5K
Moneco Advisors, LLC3,099
0.0% of portfolio›$241.6K
State of Wyoming2,880
0.0% of portfolio›$225.0K
EverSource Wealth Advisors, LLC2,832
0.0% of portfolio›$220.8K
Howland Capital Management LLC2,783
0.0% of portfolio›$217.0K
First Horizon Corp2,771
0.0% of portfolio›$216.1K
Kathmere Capital Management, LLC2,732
0.0% of portfolio›$213.0K
Mengis Capital Management, Inc.2,577
0.0% of portfolio›$200.9K
Vigilare Wealth Management2,570
0.1% of portfolio›$200.4K
Union Bancaire Privee, UBP SA2,490
0.0% of portfolio›$173.3K
Assetmark, Inc2,111
0.0% of portfolio›$164.6K
Capital Advisors, Ltd. LLC1,903
0.0% of portfolio›$148
Ashurst Perkins Coie Trust Co1,871
0.0% of portfolio›$145.9K
IFP Advisors, Inc1,786
0.0% of portfolio›$139.3K
Princeton Global Asset Management LLC1,741
0.0% of portfolio›$135.7K
Pinnacle Wealth Planning Services, Inc.1,727
0.0% of portfolio›$134.7K
Cromwell Holdings LLC1,719
0.1% of portfolio›$134.0K
Wilmington Savings Fund Society, FSB1,697
0.0% of portfolio›$132.3K
TD Private Client Wealth LLC1,605
0.0% of portfolio›$125.1K
Chung Wu Investment Group, LLC1,553
0.1% of portfolio›$121.1K
Fulcrum Asset Management LLP1,524
0.0% of portfolio›$118.8K
Mather Group, Llc.1,449
0.0% of portfolio›$112.9K
CoreCap Advisors, LLC1,368
0.0% of portfolio›$106.7K
Rossby Financial, LCC1,342
0.0% of portfolio›$104.6K
Pacifica Partners Inc.1,328
0.0% of portfolio›$102.1K
Birchbrook, Inc.1,295
0.0% of portfolio›$101.0K
Farther Finance Advisors, LLC1,263
0.0% of portfolio›$98.5K
CX Institutional1,184
0.0% of portfolio›$92
William Mack & Associates, Inc.1,159
0.0% of portfolio›$90.4K
Bank Julius Baer & Co. Ltd, Zurich1,157
0.0% of portfolio›$90.4K
Triumph Capital Management1,073
0.0% of portfolio›$83.7K
Beacon Investment Advisory Services, Inc.1,050
0.0% of portfolio›$81.9K
MassMutual Private Wealth & Trust, FSB1,040
0.0% of portfolio›$81.1K
City Holding Co1,000
0.0% of portfolio›$78.0K
Tobam964
0.0% of portfolio›$107
JFS Wealth Advisors, LLC932
0.0% of portfolio›$72.7K
Larson Financial Group LLC856
0.0% of portfolio›$66.7K
Westside Investment Management, Inc.801
0.0% of portfolio›$62.7K
Oakworth Capital, Inc.748
0.0% of portfolio›$58.3K
Asset Planning,Inc678
0.0% of portfolio›$52.9K
Private Trust Co NA653
0.0% of portfolio›$50.9K
Blue Trust, Inc.640
0.0% of portfolio›$49.9K
Manchester Capital Management LLC609
0.0% of portfolio›$47.5K
Gamma Investing LLC576
0.0% of portfolio›$44.9K
Abound Wealth Management574
0.0% of portfolio›$44.8K
Planning Strategies Inc.560
0.0% of portfolio›$43.7K
Silver Grove Financial Group, Inc.558
0.0% of portfolio›$43.5K
Buck Wealth Strategies, LLC510
0.0% of portfolio›$39.8K
SRH Advisors, LLC500
0.0% of portfolio›$39.0K
First Bancorp, Inc470
0.0% of portfolio›$36.6K
Asset Dedication, LLC462
0.0% of portfolio›$36.0K
Mondrian Investment Partners LTD442
0.0% of portfolio›$49.0K
Duncker Streett & Co Inc414
0.0% of portfolio›$32.3K
Cassaday & Co Wealth Management LLC400
0.0% of portfolio›$31.2K
Bare Financial Services, Inc304
0.0% of portfolio›$23.7K
Signature Equity Partners, LLC301
0.0% of portfolio›$23.4K
Clean Yield Group249
0.0% of portfolio›$19.4K
Towne Trust Company, N.a244
0.0% of portfolio›$19.0K
Bfsg, LLC225
0.0% of portfolio›$17.5K
Hughes Financial Services, LLC205
0.0% of portfolio›$16.8K
Financial Management Professionals, Inc.193
0.0% of portfolio›$15.0K
True Wealth Design, LLC187
0.0% of portfolio›$14.6K
SBI Securities Co., Ltd.180
0.0% of portfolio›$14.0K
Laurel Wealth Advisors LLC170
0.0% of portfolio›$13.3K
Washington Trust Advisors, Inc.165
0.0% of portfolio›$12.9K
Hazlett, Burt & Watson, Inc.150
0.0% of portfolio›$12
Elevation Wealth Partners, LLC121
0.0% of portfolio›$9.4K
Financial Consulate, Inc107
0.0% of portfolio›$8.3K
Key FInancial Inc99
0.0% of portfolio›$7.7K
Barrett & Company, Inc.94
0.0% of portfolio›$7.3K
Bell Investment Advisors, Inc87
0.0% of portfolio›$6.8K
Ascentis Wealth Management, LLC77
0.0% of portfolio›$6.0K
DeDora Capital, Inc.75
0.0% of portfolio›$5.8K
Root Financial Partners, LLC74
0.0% of portfolio›$5.8K
Highline Wealth Partners LLC69
0.0% of portfolio›$5.4K
Jnba Financial Advisors53
0.0% of portfolio›$4.1K
North Star Investment Management Corp.47
0.0% of portfolio›$3.7K
Provenance Wealth Advisors, LLC39
0.0% of portfolio›$3.0K
Flagship Wealth Advisors, LLC25
0.0% of portfolio›$1.9K
Parkside Financial Bank & Trust24
0.0% of portfolio›$1.9K
MV Capital Management, Inc.23
0.0% of portfolio›$1.8K
Meriwether Wealth & Planning, LLC23
0.0% of portfolio›$1.8K
Physician Wealth Advisors, Inc.23
0.0% of portfolio›$1.8K
Creative Financial Designs Inc20
0.0% of portfolio›$1.6K
Nemes Rush Group LLC19
0.0% of portfolio›$1.5K
Grove Bank & Trust16
0.0% of portfolio›$1.2K
Caitong International Asset Management Co., Ltd12
0.0% of portfolio›$936
Financial Network Wealth Advisors LLC7
0.0% of portfolio›$546
StyleTurnoverLocationFiled
MacKenzie Financial Corp
5,201,414$405.3M0.4%CoreMediumToronto Ontario, Australia2026-11-02
TD Waterhouse Canada Inc.
5,167,172$398.3M1.0%CoreLowToronto, Australia2026-10-16
CIBC Asset Management Inc
4,362,159$342.0M0.7%GARPLowToronto, South Africa2026-11-05
Dimensional Fund Advisors LP
1,757,053$137.0M0.0%IndexLowAustin, TX2026-11-04
Beutel, Goodman & Co Ltd.
1,610,200$125.8K0.0%ValueMediumToronto, Australia2026-11-04
Cardinal Capital Management, Inc.
1,176,271$91.9M2.1%ValueLowWinnipeg, Argentina2026-10-16
DekaBank Deutsche Girozentrale
1,027,263$81.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Value Partners Investments Inc.
916,798$71.7M5.0%ValueMediumWinnipeg, Argentina2026-10-19
AGF Management LTD
804,258$83.2M0.3%GrowthHighToronto, Australia2026-11-03
Todd Asset Management LLC
663,428$51.7M0.9%ValueMediumLouisville, KY2026-10-27
Intact Investment Management Inc.
497,461$38.8M1.2%YieldHighMontreal, Austria2026-11-03
QV Investors Inc.
484,718$37.9K0.0%ValueMediumCalgary, Abu Dhabi2026-10-20
Pictet Asset Management Holding SA
283,811$22.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Citigroup Inc
196,746$15.4M0.0%CoreMediumNew York, NY2026-11-04
Montrusco Bolton Investments Inc.
191,573$15.0M0.3%GrowthMediumMontreal, Austria2026-10-13
PensionDanmark Pensionsforsikringsaktieselskab
178,722$14.0M0.1%IndexLowCopenhagen O, Greece2026-10-19
Crossmark Global Holdings, Inc.
171,699$13.4M0.2%GARPMediumHouston, TX2026-10-21
Lorne Steinberg Wealth Management Inc.
169,514$13.2M2.8%ValueLowMontreal, Quebec, South Africa2026-10-23
Mn Services Vermogensbeheer B.V.
162,293$12.7K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Creative Planning
134,766$10.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Guardian Partners Inc.
129,094$10.1M0.9%ValueMediumToronto, South Africa2026-10-21
Swiss Life Asset Management Ltd
115,850$9.0M0.0%CoreLowZurich, Switzerland2026-11-03
Addenda Capital Inc.
111,412$12.4M0.3%GARPLowMontreal, Austria2026-10-13
Kepler Cheuvreux (Suisse) SA
106,733$11.8M0.7%CoreHighNyon, Switzerland2026-10-20
SEB Asset Management AB
91,848$7.2M0.0%CoreN/AStockholm, Sweden2026-11-04
Munich Reinsurance Co Stock Corp in Munich
67,443$5.3M0.1%CoreHighMunich, Hong Kong2026-10-30
Achmea Investment Management B.V.
59,413$4.6M0.0%CoreMediumZeist, Philippines2026-10-30
Symphony Financial, Ltd. Co.
56,911$4.5M0.4%GrowthLowHouston, TX2026-10-22
Commonwealth Equity Services, LLC
56,302$4.4M0.0%ETFLowWaltham, MA2026-11-02
Burney Co/
55,723$4.3M0.1%GARPMediumReston, VA2026-10-15
Generali Asset Management SPA SGR
53,937$6.0M0.1%CoreLowTrieste, Latvia2026-10-26
Avanza Fonder AB
53,630$5.9M0.1%GrowthLowStockholm, Sweden2026-10-13
Gold Investment Management Ltd.
46,802$3.6M1.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Kraematon Investment Advisors, Inc
42,936$3.3M2.5%MomentumLowBraintree, MA2026-11-02
Gulf International Bank (UK) Ltd
42,042$3.3K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Fideuram Asset Management (Ireland) dac
38,157$4.4M0.1%CoreHighDublin 1, Lithuania2026-10-29
Cardinal Point Capital Management ULC
32,936$2.6M0.1%ValueLowToronto, Australia2026-10-21
Ethic Inc.
30,851$2.4M0.0%CoreLowNew York, NY2026-11-03
Signaturefd, LLC
30,272$2.4M0.0%IndexLowAtlanta, GA2026-10-23
V-Square Quantitative Management LLC
25,783$2.9M0.3%CoreLowChicago, IL2026-10-15
Cidel Asset Management Inc
25,753$2.0M0.1%CoreMediumToronto, Australia2026-10-29
Assenagon Asset Management S.A.
25,609$2.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Old Port Advisors
25,152$2.0M0.4%GARPLowPortland, ME2026-10-23
Wealth Enhancement Advisory Services, LLC
24,524$990.5K0.0%CoreLowPlymouth, MN2026-10-13
Quadrant Capital Group LLC
24,272$1.9M0.1%CoreLowCincinnati, OH2026-10-20
Pathway Financial Advisers, LLC
22,627$1.8M0.4%CoreLowAuburn, IN2026-10-27
Kestra Advisory Services, LLC
21,362$1.7M0.0%CoreLowAustin, TX2026-11-02
Advisory Resource Group
20,365$1.6M0.2%GARPMediumTulsa, OK2026-10-26
UniSuper Management Pty Ltd
20,142$2.2M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Vise Technologies, Inc.
19,779$1.5M0.0%IndexLowNew York, NY2026-10-29
Verdence Capital Advisors LLC
16,299$1.3M0.1%CoreMediumHunt Valley, MD2026-10-26
Cambridge Investment Research Advisors, Inc.
15,733$1.2K0.0%ETFLowFairfield, IA2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
15,477$1.2M0.0%GrowthVery LowSeattle, WA2026-10-27
Hilltop National Bank
13,424$1.0M0.2%CoreLowCasper, WY2026-10-14
NorthCrest Asset Manangement, LLC
11,602$889.3K0.0%GrowthLowPlymouth, MN2026-10-13
Axxion S.A.
11,331$885.3K0.1%CoreN/AGrevenmacher, Netherlands2026-10-22
Plan A Wealth LLC
10,602$826.6K0.3%CoreLowLincoln, NE2026-10-08
Investment Research Partners LLC
10,561$823.4K0.3%CoreLowLemont, PA2026-10-19
Compagnie Lombard Odier SCmA
10,178$795.2K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Cigna Investments Inc
9,929$7750.0%CoreVery LowBloomfield, CT2026-10-19
Diversify Wealth Management, LLC
9,909$778.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
9,909$778.5K0.0%GrowthLowSandy, UT2026-10-20
Woodstock Corp
9,647$752.2K0.1%CoreVery LowBoston, MA2026-10-13
Candriam S.C.A.
9,391$736.4K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Prime Capital Investment Advisors, LLC
8,601$670.6K0.0%ETFLowOverland Park, KS2026-10-20
Keybank National Association
7,944$619.4K0.0%CoreLowBrooklyn, OH2026-11-04
Plato Investment Management Ltd
7,570$593.8K0.0%CoreLowSydney, China2026-11-05
HB Wealth Management, LLC
7,555$589.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Quilter Plc
7,437$824.9K0.0%GrowthLowLondon, United Kingdom2026-10-21
Truist Financial Corp
7,320$570.8K0.0%CoreLowCharlotte, NC2026-10-30
Fortress Financial Solutions, LLC
6,694$521.9K0.4%ETFLowTucson, AZ2026-10-14
Parsons Capital Management Inc
6,667$519.8K0.0%CoreLowProvidence, RI2026-10-28
Regions Financial Corp
6,604$514.9K0.0%CoreLowBirmingham, AL2026-11-05
Davidson Trust Co
6,383$497.7K0.2%CoreLowSeattle, WA2026-10-09
PDS Planning, Inc
6,363$496.1K0.0%IndexVery LowDublin, OH2026-11-03
Mesirow Financial Investment Management, Inc.
5,704$444.8K0.0%CoreLowChicago, IL2026-11-05
Vontobel Holding Ltd.
5,618$437.9K0.0%CoreMediumZurich, Switzerland2026-10-16
Pinnacle Associates LTD
5,506$429.3K0.0%CoreLowNew York, NY2026-10-20
Evergreen Capital Management LLC
5,315$414.4K0.0%GARPMediumBellevue, WA2026-10-23
Versant Capital Management, Inc
5,087$396.6K0.0%GARPLowPhoenix, AZ2026-10-02
Confluence Wealth Services, Inc.
5,051$393.8K0.0%ETFVery LowMcmurray, PA2026-11-05
ASR Vermogensbeheer N.V.
4,667$364.6K0.0%CoreLowUtrecht, Philippines2026-10-16
Parallel Advisors, LLC
4,461$347.8K0.0%IndexLowSan Francisco, CA2026-11-03
First Affirmative Financial Network
4,392$342.4K0.1%CoreN/AColorado Springs, CO2026-10-21
Aaron Wealth Advisors LLC
4,375$341.1K0.0%GrowthMediumChicago, IL2026-10-13
Pathway Financial Advisors LLC
4,339$338.3K0.0%ETFLowSouth Burlington, VT2026-10-07
Frank, Rimerman Advisors LLC
4,331$337.7K0.0%GrowthLowPalo Alto, CA2026-10-16
StoneX Group Inc.
4,313$337.3K0.0%ETFMediumNew York, NY2026-11-03
Canoe Financial LP
4,229$328.5K0.0%ValueMediumCalgary, Abu Dhabi2026-10-21
Grimes & Co Wealth Management, LLC
4,212$328.4K0.0%CoreLowWestborough, MA2026-10-29
Washington Trust Co
4,181$326.0K0.0%GrowthVery LowWesterly, RI2026-10-22
Villere ST Denis J & Co LLC
4,177$325.7K0.0%ValueVery LowNew Orleans, LA2026-11-04
Ballast, Inc.
4,083$318.4K0.1%ETFLowLexington, KY2026-10-20
Canopy Partners, LLC
4,064$316.9K0.1%GrowthLowCincinnati, OH2026-10-28
Brighton Jones LLC
4,028$314.1K0.0%CoreVery LowSeattle, WA2026-11-03
Louisbourg Investments Inc.
3,986$311.6K0.1%GARPMediumDieppe, Armenia2026-10-20
Greenwood Gearhart LLC
3,798$296.1K0.0%ETFLowFayetteville, AR2026-11-02
Well Done, LLC
3,771$294.0K0.0%ETFLowHolland, MI2026-10-20
Rempart Asset Management Inc.
3,685$288.7K0.1%ValueVery LowMontreal, South Africa2026-10-20
Nilsine Partners, LLC
3,570$278.4K0.0%CoreMediumGreenwood Village, CO2026-11-02
Carter Financial Group, Inc.
3,519$274.4K0.1%GrowthLowBarrington, IL2026-10-21
Genus Capital Management Inc.
3,469$271.0K0.0%GARPHighVancouver, UAE2026-11-04
St. Louis Trust Co
3,385$263.9K0.0%ETFVery LowSaint Louis, MO2026-11-03
Axxcess Wealth Management, LLC
3,385$263.9K0.0%CoreLowCarlsbad, CA2026-10-21
Franklin Street Advisors Inc
3,347$261.0K0.0%GrowthMediumChapel Hill, NC2026-10-13
VestGen Advisors, LLC
3,334$260.0K0.0%GrowthMediumChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
3,256$253.8K0.0%GrowthMediumTampa, FL2026-10-16
111 Capital
3,211$250.3K0.0%CoreVery HighParis, India2026-11-03
Ascent Group, LLC
3,170$247.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Basso Capital Management, L.P.
3,163$246.6K0.1%ETFMediumStamford, CT2026-10-30
J. L. Bainbridge & Co., Inc.
3,148$245.5K0.0%GrowthLowSarasota, FL2026-10-20
Moneco Advisors, LLC
3,099$241.6K0.0%ETFLowFairfield, CT2026-11-05
State of Wyoming
2,880$225.0K0.0%ValueHighCheyenne, WY2026-10-28
EverSource Wealth Advisors, LLC
2,832$220.8K0.0%CoreMediumBirmingham, AL2026-11-04
Howland Capital Management LLC
2,783$217.0K0.0%CoreLowBoston, MA2026-10-22
First Horizon Corp
2,771$216.1K0.0%CoreLowMemphis, TN2026-10-26
Kathmere Capital Management, LLC
2,732$213.0K0.0%ETFLowWayne, PA2026-10-20
Mengis Capital Management, Inc.
2,577$200.9K0.0%CoreLowPortland, OR2026-10-13
Vigilare Wealth Management
2,570$200.4K0.1%ETFHighScottsdale, AZ2026-10-29
Union Bancaire Privee, UBP SA
2,490$173.3K0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Assetmark, Inc
2,111$164.6K0.0%ETFLowConcord, CA2026-10-21
Capital Advisors, Ltd. LLC
1,903$1480.0%ETFLowShaker Heights, OH2026-10-27
Ashurst Perkins Coie Trust Co
1,871$145.9K0.0%CoreVery LowSeattle, WA2026-10-15
IFP Advisors, Inc
1,786$139.3K0.0%GrowthLowTampa, FL2026-10-16
Princeton Global Asset Management LLC
1,741$135.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Pinnacle Wealth Planning Services, Inc.
1,727$134.7K0.0%GARPLowMansfield, OH2026-10-27
Cromwell Holdings LLC
1,719$134.0K0.1%IndexLowJackson, WY2026-10-28
Wilmington Savings Fund Society, FSB
1,697$132.3K0.0%CoreLowWilmington, DE2026-10-23
TD Private Client Wealth LLC
1,605$125.1K0.0%ETFLowNew York, NY2026-10-28
Chung Wu Investment Group, LLC
1,553$121.1K0.1%GrowthMediumSugar Land, TX2026-11-03
Fulcrum Asset Management LLP
1,524$118.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mather Group, Llc.
1,449$112.9K0.0%ETFMediumChicago, IL2026-10-14
CoreCap Advisors, LLC
1,368$106.7K0.0%ETFMediumSouthfield, MI2026-10-08
Rossby Financial, LCC
1,342$104.6K0.0%ETFMediumMelbourne, FL2026-11-05
Pacifica Partners Inc.
1,328$102.1K0.0%CoreLowSurrey, South Africa2026-10-09
Birchbrook, Inc.
1,295$101.0K0.0%ETFLowBangor, ME2026-10-14
Farther Finance Advisors, LLC
1,263$98.5K0.0%IndexLowSan Francisco, CA2026-10-08
CX Institutional
1,184$920.0%CoreMediumAuburn, IN2026-10-02
William Mack & Associates, Inc.
1,159$90.4K0.0%ETFLowTroy, MI2026-10-27
Bank Julius Baer & Co. Ltd, Zurich
1,157$90.4K0.0%GrowthMediumZurich, Switzerland2026-10-29
Triumph Capital Management
1,073$83.7K0.0%ETFMediumDenver, CO2026-10-14
Beacon Investment Advisory Services, Inc.
1,050$81.9K0.0%GrowthLowMorristown, NJ2026-10-13
MassMutual Private Wealth & Trust, FSB
1,040$81.1K0.0%CoreLowSpringfield, MA2026-10-05
City Holding Co
1,000$78.0K0.0%CoreLowCharleston, WV2026-10-19
Tobam
964$1070.0%ValueHighParis, India2026-11-03
JFS Wealth Advisors, LLC
932$72.7K0.0%ETFVery LowHermitage, PA2026-11-03
Larson Financial Group LLC
856$66.7K0.0%GrowthLowSt Louis, MO2026-11-05
Westside Investment Management, Inc.
801$62.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Oakworth Capital, Inc.
748$58.3K0.0%ETFLowBirmingham, AL2026-10-26
Asset Planning,Inc
678$52.9K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Private Trust Co NA
653$50.9K0.0%CoreLowCleveland, OH2026-10-20
Blue Trust, Inc.
640$49.9K0.0%ETFLowBrentwood, TN2026-10-15
Manchester Capital Management LLC
609$47.5K0.0%CoreLowManchester, VT2026-10-22
Gamma Investing LLC
576$44.9K0.0%IndexVery LowFoster City, CA2026-10-08
Abound Wealth Management
574$44.8K0.0%ETFVery LowFranklin, TN2026-10-26
Planning Strategies Inc.
560$43.7K0.0%ETFN/ALancaster, PA2026-10-02
Silver Grove Financial Group, Inc.
558$43.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Buck Wealth Strategies, LLC
510$39.8K0.0%ValueMediumDenver, CO2026-10-28
SRH Advisors, LLC
500$39.0K0.0%ETFVery LowSalina, KS2026-10-22
First Bancorp, Inc
470$36.6K0.0%ValueVery LowDamariscotta, ME2026-10-26
Asset Dedication, LLC
462$36.0K0.0%ETFLowSan Francisco, CA2026-11-03
Mondrian Investment Partners LTD
442$49.0K0.0%YieldMediumLondon, United Kingdom2026-10-23
Duncker Streett & Co Inc
414$32.3K0.0%GrowthLowSt. Louis, MO2026-10-27
Cassaday & Co Wealth Management LLC
400$31.2K0.0%ETFVery LowMclean, VA2026-10-27
Bare Financial Services, Inc
304$23.7K0.0%ETFVery LowGap, PA2026-11-04
Signature Equity Partners, LLC
301$23.4K0.0%GrowthMediumColumbus, OH2026-10-29
Clean Yield Group
249$19.4K0.0%CoreLowNorwich, VT2026-10-28
Towne Trust Company, N.a
244$19.0K0.0%CoreLowNewport News, VA2026-10-28
Bfsg, LLC
225$17.5K0.0%CoreLowIrvine, CA2026-10-30
Hughes Financial Services, LLC
205$16.8K0.0%ETFLowHerndon, VA2026-10-30
Financial Management Professionals, Inc.
193$15.0K0.0%ETFMediumAustin, TX2026-10-23
True Wealth Design, LLC
187$14.6K0.0%ETFMediumAkron, OH2026-10-13
SBI Securities Co., Ltd.
180$14.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Laurel Wealth Advisors LLC
170$13.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Washington Trust Advisors, Inc.
165$12.9K0.0%GrowthLowWellesley, MA2026-10-22
Hazlett, Burt & Watson, Inc.
150$120.0%CoreVery LowWheeling, WV2026-11-04
Elevation Wealth Partners, LLC
121$9.4K0.0%ETFLowWalnut Creek, CA2026-10-07
Financial Consulate, Inc
107$8.3K0.0%ETFLowHunt Valley, MD2026-10-23
Key FInancial Inc
99$7.7K0.0%ETFLowWest Chester, PA2026-11-02
Barrett & Company, Inc.
94$7.3K0.0%ETFLowProvidence, RI2026-10-22
Bell Investment Advisors, Inc
87$6.8K0.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Wealth Management, LLC
77$6.0K0.0%Agg GrowthLowDallas, TX2026-11-03
DeDora Capital, Inc.
75$5.8K0.0%ETFVery LowNapa, CA2026-10-26
Root Financial Partners, LLC
74$5.8K0.0%ETFMediumEncinitas, CA2026-10-21
Highline Wealth Partners LLC
69$5.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Jnba Financial Advisors
53$4.1K0.0%ETFMediumBloomington, MN2026-11-03
North Star Investment Management Corp.
47$3.7K0.0%CoreLowChicago, IL2026-10-27
Provenance Wealth Advisors, LLC
39$3.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Flagship Wealth Advisors, LLC
25$1.9K0.0%ETFLowWakefield, MA2026-11-03
Parkside Financial Bank & Trust
24$1.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
MV Capital Management, Inc.
23$1.8K0.0%ETFLowBethesda, MD2026-10-29
Meriwether Wealth & Planning, LLC
23$1.8K0.0%ETFMediumMinden, LA2026-10-13
Physician Wealth Advisors, Inc.
23$1.8K0.0%ETFMediumMidvale, UT2026-10-20
Creative Financial Designs Inc
20$1.6K0.0%ETFMediumKokomo, IN2026-11-04
Nemes Rush Group LLC
19$1.5K0.0%CoreVery LowNovi, MI2026-11-04
Grove Bank & Trust
16$1.2K0.0%ETFLowMiami, FL2026-10-08
Caitong International Asset Management Co., Ltd
12$9360.0%GrowthVery HighHong Kong, South Korea2026-10-29
Financial Network Wealth Advisors LLC
7$5460.0%ETFLowMurray, UT2026-10-28