IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

TPG Inc (TPG)

CUSIP: 872657101 | NYSE | Financial Services · Asset Management | Large Cap | 717 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AMillennium Management LLC
with Integrated Core Strategies (US) LLC
10,381,4546.2%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/AWellington Management Group LLP17,920,77011.2%+6,901,283Aug 31, 202662d ahead of 13F (11,019,487 sh) · +6,901,283
13D/ACoulter James G.
with Winkelried Jon, TPG GP A, LLC
213,259,65656.4%−6,921,400Aug 14, 2026No 13F filer matched
13G/AMillennium Management LLC10,381,454
6.2% of class · Sep 30, 2026New 5%+ stake
with Integrated Core Strategies (US) LLC
No 13F filer matched
13G/AWellington Management Group LLP17,920,770
11.2% of class · Aug 31, 2026+6,901,283
62d ahead of 13F (11,019,487 sh) · +6,901,283
13D/ACoulter James G.213,259,656
56.4% of class · Aug 14, 2026−6,921,400
with Winkelried Jon, TPG GP A, LLC
No 13F filer matched

Institutional Holders — Q3 2026

Temasek Holdings (Private) Ltd8,697,241
1.0% of portfolio›$383.8M
TimesSquare Capital Management, LLC1,166,641
0.8% of portfolio›$51.5M
Munich Reinsurance Co Stock Corp in Munich1,134,200
1.1% of portfolio›$50.1M
Border to Coast Pensions Partnership Ltd452,882
0.0% of portfolio›$20.0K
Dimensional Fund Advisors LP351,961
0.0% of portfolio›$15.5M
Pictet North America Advisors SA263,200
1.0% of portfolio›$11.6M
Private Wealth Partners, LLC159,532
0.5% of portfolio›$7.0M
Clear Harbor Asset Management, LLC134,519
0.3% of portfolio›$5.9M
Evergreen Capital Management LLC131,623
0.1% of portfolio›$5.8M
Citigroup Inc94,681
0.0% of portfolio›$4.2M
Creative Planning76,754
0.0% of portfolio›$3.4M
Milestones Administradora de Recursos Ltda.75,600
0.6% of portfolio›$3.3M
CenterBook Partners LP63,702
0.1% of portfolio›$2.8M
State of New Jersey Common Pension Fund D45,504
0.0% of portfolio›$2.0M
Trust Co of Vermont41,118
0.1% of portfolio›$1.8M
Arizona State Retirement System39,027
0.0% of portfolio›$1.7M
Assetmark, Inc38,174
0.0% of portfolio›$1.7M
Capricorn Fund Managers Ltd37,678
0.2% of portfolio›$1.7M
Kornitzer Capital Management Inc37,630
0.0% of portfolio›$1.7M
Alps Advisors Inc36,125
0.0% of portfolio›$1.6M
Stablepoint Partners, LLC31,079
0.2% of portfolio›$1.4M
Stableford Capital II LLC29,186
0.4% of portfolio›$1.3M
Gateway Investment Advisers LLC28,548
0.0% of portfolio›$1.3M
Prospera Financial Services Inc27,619
0.0% of portfolio›$1.3M
Fearless Solutions, LLC dba Best Invest26,230
0.6% of portfolio›$1.2M
Frank, Rimerman Advisors LLC25,179
0.1% of portfolio›$1.1M
Apollon Wealth Management, LLC22,489
0.0% of portfolio›$992.4K
Sumitomo Mitsui Trust Group, Inc.22,481
0.0% of portfolio›$992.1K
Oak Thistle LLC21,508
0.1% of portfolio›$949.1K
Pictet Asset Management Holding SA21,377
0.0% of portfolio›$943.4K
Daiwa Securities Group Inc.17,900
0.0% of portfolio›$789.9K
Simplex Trading, LLC16,088
0.0% of portfolio›$710.0K
Gryphon Financial Partners LLC15,590
0.1% of portfolio›$688.0K
Y-Intercept (Hong Kong) Ltd15,577
0.0% of portfolio›$687.4K
TD Private Client Wealth LLC15,052
0.0% of portfolio›$664.2K
Elevation Point Wealth Partners, LLC12,370
0.0% of portfolio›$545.9K
Fulcrum Asset Management LLP12,005
0.0% of portfolio›$522.2K
DekaBank Deutsche Girozentrale11,650
0.0% of portfolio›$507
Jackson Square Capital, LLC11,040
0.1% of portfolio›$487.2K
Xponance LLC10,246
0.0% of portfolio›$452.2K
Swiss Life Asset Management Ltd9,599
0.0% of portfolio›$423.6K
Farther Finance Advisors, LLC9,589
0.0% of portfolio›$423.2K
Cambridge Investment Research Advisors, Inc.9,412
0.0% of portfolio›$415
Keybank National Association8,063
0.0% of portfolio›$355.8K
Retirement Planning Co of New England, Inc.7,790
0.1% of portfolio›$343.8K
Citizens Financial Group Inc7,776
0.0% of portfolio›$343.2K
Avior Wealth Management, LLC7,475
0.0% of portfolio›$329.9K
Flower City Capital7,160
0.1% of portfolio›$316.0K
Imc-Chicago, LLC6,632
0.0% of portfolio›$292.7K
Amalgamated Bank6,522
0.0% of portfolio›$288
Kestra Private Wealth Services, LLC6,488
0.0% of portfolio›$286.3K
Total Wealth Planning & Management, Inc.6,100
0.2% of portfolio›$269.2K
Inspirion Wealth Advisors, LLC6,100
0.0% of portfolio›$269.2K
AlphaCore Capital LLC5,961
0.0% of portfolio›$263.1K
Truist Financial Corp5,928
0.0% of portfolio›$261.6K
Praxis Investment Management Inc5,430
0.0% of portfolio›$240
Destiny Wealth Partners, LLC5,205
0.0% of portfolio›$250.8K
Wealth Enhancement Advisory Services, LLC5,182
0.0% of portfolio›$234.4K
Tokio Marine Asset Management Co LTD5,090
0.0% of portfolio›$224.6K
Levin Capital Strategies, L.P.4,885
0.0% of portfolio›$215.6K
CIBC Asset Management Inc4,753
0.0% of portfolio›$209.8K
Allspring Global Investments Holdings, LLC4,640
0.0% of portfolio›$209.3K
Sterling Capital Management LLC4,172
0.0% of portfolio›$184.1K
Axxion S.A.4,004
0.0% of portfolio›$176.7K
KBC Group NV3,791
0.0% of portfolio›$167
Signaturefd, LLC3,685
0.0% of portfolio›$162.6K
Catalyst Capital Advisors LLC3,400
0.0% of portfolio›$150.0K
Mirae Asset Global Investments Co., Ltd.3,040
0.0% of portfolio›$134.2K
Parallel Advisors, LLC2,542
0.0% of portfolio›$112.2K
Atlantic Edge Private Wealth Management, LLC2,440
0.0% of portfolio›$107.7K
Nisa Investment Advisors, LLC2,266
0.0% of portfolio›$100.0K
Strs Ohio1,993
0.0% of portfolio›$88.0K
Leonteq Securities AG1,800
0.0% of portfolio›$79.4K
EverSource Wealth Advisors, LLC1,656
0.0% of portfolio›$73.1K
Heritage Family Offices, LLP1,304
0.0% of portfolio›$57.5K
Gamma Investing LLC1,063
0.0% of portfolio›$46.9K
Cape Investment Advisory, Inc.1,033
0.0% of portfolio›$45.6K
Mather Group, Llc.1,025
0.0% of portfolio›$45.2K
Provenance Wealth Advisors, LLC825
0.0% of portfolio›$36.4K
Parkside Financial Bank & Trust746
0.0% of portfolio›$32.9K
Mitsubishi UFJ Asset Management Co., Ltd.706
0.0% of portfolio›$31.2K
CX Institutional702
0.0% of portfolio›$31
Barrett & Company, Inc.650
0.0% of portfolio›$28.7K
Versant Capital Management, Inc581
0.0% of portfolio›$25.6K
MassMutual Private Wealth & Trust, FSB513
0.0% of portfolio›$22.6K
Larson Financial Group LLC462
0.0% of portfolio›$20.4K
Caitong International Asset Management Co., Ltd427
0.0% of portfolio›$18.8K
Redwood Park Advisors LLC372
0.0% of portfolio›$16.4K
Valley National Advisers Inc336
0.0% of portfolio›$14.8K
Fortitude Family Office, LLC323
0.0% of portfolio›$14.3K
TD Waterhouse Canada Inc.210
0.0% of portfolio›$9.4K
Owl Creek Wealth Partners LLC170
0.0% of portfolio›$7.5K
Covestor Ltd109
0.0% of portfolio›$5
Silver Grove Financial Group, Inc.106
0.0% of portfolio›$4.7K
Costello Asset Management, Inc100
0.0% of portfolio›$4.4K
Elevation Wealth Partners, LLC95
0.0% of portfolio›$4.2K
Cullen T Bankers, Inc.62
0.0% of portfolio›$2.7K
Farmers & Merchants Trust Co of Chambersburg PA60
0.0% of portfolio›$3
Root Financial Partners, LLC52
0.0% of portfolio›$2.3K
Bare Financial Services, Inc42
0.0% of portfolio›$1.9K
Retirement Wealth Solutions LLC42
0.0% of portfolio›$1.9K
CoreCap Advisors, LLC40
0.0% of portfolio›$1.8K
James T. Borello RIA36
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.35
0.0% of portfolio›$1.5K
Dynamic Wealth Strategies, LLC31
0.0% of portfolio›$1.4K
UMB Private Wealth Management, LLC27
0.0% of portfolio›$1.2K
Gleason Group, Inc.23
0.0% of portfolio›$1.0K
Financial Network Wealth Advisors LLC22
0.0% of portfolio›$971
Cromwell Holdings LLC21
0.0% of portfolio›$927
Pinnacle Wealth Planning Services, Inc.18
0.0% of portfolio›$794
Davis Capital Management18
0.0% of portfolio›$794
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$618
Key FInancial Inc13
0.0% of portfolio›$574
IFP Advisors, Inc13
0.0% of portfolio›$574
Financial Consulate, Inc12
0.0% of portfolio›$530
JFS Wealth Advisors, LLC12
0.0% of portfolio›$530
Burk Holdings LLC12
0.0% of portfolio›$530
SJS Investment Consulting Inc.10
0.0% of portfolio›$442
Activest Wealth Management9
0.0% of portfolio›$397
Rossby Financial, LCC9
0.0% of portfolio›$397
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$353
American Capital Advisory, LLC7
0.0% of portfolio›$309
Hughes Financial Services, LLC4
0.0% of portfolio›$192
Creative Capital Management Investments LLC3
0.0% of portfolio›$132
GHP Investment Advisors, Inc.3
0.0% of portfolio›$133
Monetary Solutions, Ltd3
0.0% of portfolio›$132
Planning Strategies Inc.2
0.0% of portfolio›$88
Gilpin Wealth Management, LLC2
0.0% of portfolio›$89
TFC Financial Management, Inc.1
0.0% of portfolio›$45
DecisionPoint Financial, LLC1
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Temasek Holdings (Private) Ltd
8,697,241$383.8M1.0%GrowthLowSingapore, Turkey2026-10-28
TimesSquare Capital Management, LLC
1,166,641$51.5M0.8%GrowthMediumNew York, NY2026-11-03
Munich Reinsurance Co Stock Corp in Munich
1,134,200$50.1M1.1%CoreHighMunich, Hong Kong2026-10-30
Border to Coast Pensions Partnership Ltd
452,882$20.0K0.0%GrowthLowLeeds, United Kingdom2026-10-09
Dimensional Fund Advisors LP
351,961$15.5M0.0%IndexLowAustin, TX2026-11-04
Pictet North America Advisors SA
263,200$11.6M1.0%GARPMediumGeneva 73, Switzerland2026-10-21
Private Wealth Partners, LLC
159,532$7.0M0.5%GrowthLowMill Valley, CA2026-10-22
Clear Harbor Asset Management, LLC
134,519$5.9M0.3%CoreLowStamford, CT2026-11-05
Evergreen Capital Management LLC
131,623$5.8M0.1%GARPMediumBellevue, WA2026-10-23
Citigroup Inc
94,681$4.2M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
76,754$3.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Milestones Administradora de Recursos Ltda.
75,600$3.3M0.6%GrowthLowJaragua Do Sul, Finland2026-10-21
CenterBook Partners LP
63,702$2.8M0.1%ValueVery HighGreenwich, CT2026-11-02
State of New Jersey Common Pension Fund D
45,504$2.0M0.0%CoreLowTrenton, NJ2026-11-05
Trust Co of Vermont
41,118$1.8M0.1%CoreVery LowBrattleboro, VT2026-10-21
Arizona State Retirement System
39,027$1.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Assetmark, Inc
38,174$1.7M0.0%ETFLowConcord, CA2026-10-21
Capricorn Fund Managers Ltd
37,678$1.7M0.2%GARPVery HighLondon, United Kingdom2026-11-03
Kornitzer Capital Management Inc
37,630$1.7M0.0%CoreLowShawnee Mission, KS2026-11-03
Alps Advisors Inc
36,125$1.6M0.0%YieldLowDenver, CO2026-11-03
Stablepoint Partners, LLC
31,079$1.4M0.2%CoreLowBraintree, MA2026-11-03
Stableford Capital II LLC
29,186$1.3M0.4%CoreHighScottsdale, AZ2026-10-09
Gateway Investment Advisers LLC
28,548$1.3M0.0%GrowthLowCincinnati, OH2026-10-13
Prospera Financial Services Inc
27,619$1.3M0.0%CoreMediumDallas, TX2026-11-04
Fearless Solutions, LLC dba Best Invest
26,230$1.2M0.6%ETFLowSan Antonio, TX2026-10-14
Frank, Rimerman Advisors LLC
25,179$1.1M0.1%GrowthLowPalo Alto, CA2026-10-16
Apollon Wealth Management, LLC
22,489$992.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Sumitomo Mitsui Trust Group, Inc.
22,481$992.1K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Oak Thistle LLC
21,508$949.1K0.1%ValueVery HighNew York, NY2026-10-21
Pictet Asset Management Holding SA
21,377$943.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Daiwa Securities Group Inc.
17,900$789.9K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Simplex Trading, LLC
16,088$710.0K0.0%CoreVery HighChicago, IL2026-11-04
Gryphon Financial Partners LLC
15,590$688.0K0.1%IndexLowColumbus, OH2026-11-04
Y-Intercept (Hong Kong) Ltd
15,577$687.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
TD Private Client Wealth LLC
15,052$664.2K0.0%ETFLowNew York, NY2026-10-28
Elevation Point Wealth Partners, LLC
12,370$545.9K0.0%CoreHighDenver, CO2026-11-05
Fulcrum Asset Management LLP
12,005$522.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
DekaBank Deutsche Girozentrale
11,650$5070.0%CoreLowFrankfurt, Hong Kong2026-10-27
Jackson Square Capital, LLC
11,040$487.2K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
Xponance LLC
10,246$452.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Swiss Life Asset Management Ltd
9,599$423.6K0.0%CoreLowZurich, Switzerland2026-11-03
Farther Finance Advisors, LLC
9,589$423.2K0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
9,412$4150.0%ETFLowFairfield, IA2026-11-02
Keybank National Association
8,063$355.8K0.0%CoreLowBrooklyn, OH2026-11-04
Retirement Planning Co of New England, Inc.
7,790$343.8K0.1%CoreLowWarwick, RI2026-10-15
Citizens Financial Group Inc
7,776$343.2K0.0%GrowthLowProvidence, RI2026-10-23
Avior Wealth Management, LLC
7,475$329.9K0.0%ETFMediumOmaha, NE2026-10-13
Flower City Capital
7,160$316.0K0.1%ETFVery LowPittsford, NY2026-10-15
Imc-Chicago, LLC
6,632$292.7K0.0%GARPVery HighChicago, IL2026-11-05
Amalgamated Bank
6,522$2880.0%CoreVery LowNew York, NY2026-10-23
Kestra Private Wealth Services, LLC
6,488$286.3K0.0%GrowthLowAustin, TX2026-10-30
Total Wealth Planning & Management, Inc.
6,100$269.2K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Inspirion Wealth Advisors, LLC
6,100$269.2K0.0%ETFMediumLibertyville, IL2026-10-09
AlphaCore Capital LLC
5,961$263.1K0.0%ETFLowLa Jolla, CA2026-11-04
Truist Financial Corp
5,928$261.6K0.0%CoreLowCharlotte, NC2026-10-30
Praxis Investment Management Inc
5,430$2400.0%CoreLowGoshen, IN2026-11-03
Destiny Wealth Partners, LLC
5,205$250.8K0.0%ETFMediumTavares, FL2026-11-05
Wealth Enhancement Advisory Services, LLC
5,182$234.4K0.0%CoreLowPlymouth, MN2026-10-13
Tokio Marine Asset Management Co LTD
5,090$224.6K0.0%GrowthLowTokyo, Mexico2026-10-26
Levin Capital Strategies, L.P.
4,885$215.6K0.0%ValueMediumNew York, NY2026-11-02
CIBC Asset Management Inc
4,753$209.8K0.0%GARPLowToronto, South Africa2026-11-05
Allspring Global Investments Holdings, LLC
4,640$209.3K0.0%CoreMediumCharlotte, NC2026-11-04
Sterling Capital Management LLC
4,172$184.1K0.0%GARPMediumCharlotte, NC2026-10-22
Axxion S.A.
4,004$176.7K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
KBC Group NV
3,791$1670.0%CoreMediumBrussels, Czech Republic2026-10-22
Signaturefd, LLC
3,685$162.6K0.0%IndexLowAtlanta, GA2026-10-23
Catalyst Capital Advisors LLC
3,400$150.0K0.0%ETFVery LowSan Juan, PR2026-11-02
Mirae Asset Global Investments Co., Ltd.
3,040$134.2K0.0%GrowthLowSeoul, Malaysia2026-11-03
Parallel Advisors, LLC
2,542$112.2K0.0%IndexLowSan Francisco, CA2026-11-03
Atlantic Edge Private Wealth Management, LLC
2,440$107.7K0.0%CoreLowJacksonville, FL2026-10-20
Nisa Investment Advisors, LLC
2,266$100.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Strs Ohio
1,993$88.0K0.0%CoreMediumColumbus, OH2026-10-30
Leonteq Securities AG
1,800$79.4K0.0%CoreHighZurich, Switzerland2026-10-29
EverSource Wealth Advisors, LLC
1,656$73.1K0.0%CoreMediumBirmingham, AL2026-11-04
Heritage Family Offices, LLP
1,304$57.5K0.0%GrowthHighScottsdale, AZ2026-11-02
Gamma Investing LLC
1,063$46.9K0.0%IndexVery LowFoster City, CA2026-10-08
Cape Investment Advisory, Inc.
1,033$45.6K0.0%ETFLowMcdonough, GA2026-10-13
Mather Group, Llc.
1,025$45.2K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
825$36.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
746$32.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
706$31.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
CX Institutional
702$310.0%CoreMediumAuburn, IN2026-10-02
Barrett & Company, Inc.
650$28.7K0.0%ETFLowProvidence, RI2026-10-22
Versant Capital Management, Inc
581$25.6K0.0%GARPLowPhoenix, AZ2026-10-02
MassMutual Private Wealth & Trust, FSB
513$22.6K0.0%CoreLowSpringfield, MA2026-10-05
Larson Financial Group LLC
462$20.4K0.0%GrowthLowSt Louis, MO2026-11-05
Caitong International Asset Management Co., Ltd
427$18.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Redwood Park Advisors LLC
372$16.4K0.0%ETFVery LowRedwood City, CA2026-11-02
Valley National Advisers Inc
336$14.8K0.0%ETFLowBethlehem, PA2026-10-23
Fortitude Family Office, LLC
323$14.3K0.0%ETFMediumScottsdale, AZ2026-10-14
TD Waterhouse Canada Inc.
210$9.4K0.0%CoreLowToronto, Australia2026-10-16
Owl Creek Wealth Partners LLC
170$7.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Covestor Ltd
109$50.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
106$4.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Costello Asset Management, Inc
100$4.4K0.0%CoreLowFeasterville, PA2026-10-30
Elevation Wealth Partners, LLC
95$4.2K0.0%ETFLowWalnut Creek, CA2026-10-07
Cullen T Bankers, Inc.
62$2.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
60$30.0%GARPLowChambersburg, PA2026-10-14
Root Financial Partners, LLC
52$2.3K0.0%ETFMediumEncinitas, CA2026-10-21
Bare Financial Services, Inc
42$1.9K0.0%ETFVery LowGap, PA2026-11-04
Retirement Wealth Solutions LLC
42$1.9K0.0%ETFLowMarshfield, WI2026-10-07
CoreCap Advisors, LLC
40$1.8K0.0%ETFMediumSouthfield, MI2026-10-08
James T. Borello RIA
36$1.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Physician Wealth Advisors, Inc.
35$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Dynamic Wealth Strategies, LLC
31$1.4K0.0%ETFLowGranite Bay, CA2026-10-16
UMB Private Wealth Management, LLC
27$1.2K0.0%GrowthN/AKansas City, MO2026-10-19
Gleason Group, Inc.
23$1.0K0.0%ETFVery LowProspect, KY2026-10-15
Financial Network Wealth Advisors LLC
22$9710.0%ETFLowMurray, UT2026-10-28
Cromwell Holdings LLC
21$9270.0%IndexLowJackson, WY2026-10-28
Pinnacle Wealth Planning Services, Inc.
18$7940.0%GARPLowMansfield, OH2026-10-27
Davis Capital Management
18$7940.0%CoreLowJacksonville, FL2026-10-08
DiNuzzo Private Wealth, Inc.
14$6180.0%ETFLowBeaver, PA2026-10-16
Key FInancial Inc
13$5740.0%ETFLowWest Chester, PA2026-11-02
IFP Advisors, Inc
13$5740.0%GrowthLowTampa, FL2026-10-16
Financial Consulate, Inc
12$5300.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
12$5300.0%ETFVery LowHermitage, PA2026-11-03
Burk Holdings LLC
12$5300.0%ETFVery LowTulsa, OK2026-11-05
SJS Investment Consulting Inc.
10$4420.0%ETFVery LowSylvania, OH2026-10-26
Activest Wealth Management
9$3970.0%ETFLowAventura, FL2026-10-15
Rossby Financial, LCC
9$3970.0%ETFMediumMelbourne, FL2026-11-05
Bay Harbor Wealth Management, LLC
8$3530.0%ETFMediumHunt Valley, MD2026-11-03
American Capital Advisory, LLC
7$3090.0%ETFLowKetchum, ID2026-10-28
Hughes Financial Services, LLC
4$1920.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
3$1320.0%ETFLowSan Diego, CA2026-10-28
GHP Investment Advisors, Inc.
3$1330.0%CoreVery LowDenver, CO2026-10-15
Monetary Solutions, Ltd
3$1320.0%ETFVery LowDayton, OH2026-10-22
Planning Strategies Inc.
2$880.0%ETFN/ALancaster, PA2026-10-02
Gilpin Wealth Management, LLC
2$890.0%GrowthLowDenver, CO2026-10-09
TFC Financial Management, Inc.
1$450.0%ETFVery LowBoston, MA2026-10-26
DecisionPoint Financial, LLC
1$450.0%ETFVery LowMesa, AZ2026-10-27