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Terreno Realty Corp (TRNO)

CUSIP: 88146M101 | NYSE | Real Estate · REIT - Industrial | Mid Cap | 970 institutional holders

Quarters

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

Principal Financial Group Inc5,369,986
0.2% of portfolio›$346.6M
Dimensional Fund Advisors LP1,674,892
0.0% of portfolio›$108.1M
Copeland Capital Management, LLC900,004
1.3% of portfolio›$58.1M
Tandem Investment Advisors, Inc.847,031
3.9% of portfolio›$54.7M
Bank of New York Mellon Corp837,714
0.0% of portfolio›$54.1M
Thrivent Financial for Lutherans630,719
0.0% of portfolio›$40.7K
Bahl & Gaynor LLC501,805
0.2% of portfolio›$32.4M
Congress Asset Management Co474,049
0.2% of portfolio›$30.6M
Boston Trust Walden Corp355,397
0.2% of portfolio›$22.9M
Davidson Investment Advisors273,245
0.7% of portfolio›$17.6M
Allspring Global Investments Holdings, LLC196,389
0.0% of portfolio›$12.6M
Asset Management One Co., Ltd.182,415
0.0% of portfolio›$11.8M
Howland Capital Management LLC174,964
0.4% of portfolio›$11.4M
Citigroup Inc166,555
0.0% of portfolio›$10.8M
Granite Investment Partners, LLC151,939
0.5% of portfolio›$9.8M
Strs Ohio150,550
0.0% of portfolio›$9.7M
ProShare Advisors LLC149,308
0.0% of portfolio›$9.6M
Moody Aldrich Partners LLC138,027
1.7% of portfolio›$8.9M
Sumitomo Mitsui Trust Group, Inc.106,533
0.0% of portfolio›$6.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS103,284
0.0% of portfolio›$6.7M
Mitsubishi UFJ Asset Management Co., Ltd.102,192
0.0% of portfolio›$6.6M
Mutual of America Capital Management LLC88,793
0.1% of portfolio›$5.7M
Bernzott Capital Advisors79,176
2.2% of portfolio›$5.1M
Virginia Retirement Systems ET Al74,885
0.0% of portfolio›$4.8M
State of Alaska, Department of Revenue74,639
0.0% of portfolio›$4.8K
Morguard Lincluden Global Investments Ltd73,130
0.0% of portfolio›$4.7K
Illinois Municipal Retirement Fund55,109
0.0% of portfolio›$3.6M
Achmea Investment Management B.V.49,891
0.0% of portfolio›$3.2M
Louisiana State Employees Retirement System46,400
0.0% of portfolio›$3.0M
Daiwa Securities Group Inc.42,146
0.0% of portfolio›$2.7M
Sage Rhino Capital LLC38,106
0.4% of portfolio›$2.5M
State of New Jersey Common Pension Fund D35,775
0.0% of portfolio›$2.3M
E. Ohman J:or Asset Management AB34,183
0.0% of portfolio›$2.2M
Creative Planning30,367
0.0% of portfolio›$2.0M
Arizona State Retirement System29,937
0.0% of portfolio›$1.9M
Yousif Capital Management, LLC28,704
0.0% of portfolio›$1.9M
Amalgamated Bank28,198
0.0% of portfolio›$1.8K
DekaBank Deutsche Girozentrale26,932
0.0% of portfolio›$1.8K
Sumitomo Mitsui DS Asset Management Company, Ltd26,696
0.0% of portfolio›$1.7M
Truist Financial Corp25,329
0.0% of portfolio›$1.6M
Oregon Public Employees Retirement Fund24,426
0.0% of portfolio›$1.6M
Diversify Advisory Services, LLC23,367
0.0% of portfolio›$1.5M
Diversify Wealth Management, LLC23,367
0.0% of portfolio›$1.5M
New York State Teachers Retirement System23,300
0.0% of portfolio›$1.5K
Cambiar Investors LLC21,938
0.1% of portfolio›$1.4M
IFM Investors Pty Ltd21,076
0.0% of portfolio›$1.4M
US Bancorp \de\19,259
0.0% of portfolio›$1.2M
Spirit of America Management Corp18,625
0.2% of portfolio›$1.2M
Moran Wealth Management, LLC16,732
0.0% of portfolio›$1.1M
Pictet Asset Management Holding SA16,130
0.0% of portfolio›$1.0M
Moody National Bank Trust Division15,363
0.1% of portfolio›$991.7K
Legacy Wealth Asset Management, LLC13,530
0.2% of portfolio›$873.4K
Harbor Capital Advisors, Inc.13,180
0.0% of portfolio›$851
Horst & Graben Wealth Management LLC13,165
0.1% of portfolio›$849.8K
UniSuper Management Pty Ltd12,900
0.0% of portfolio›$832.7K
Assetmark, Inc12,403
0.0% of portfolio›$800.6K
James Investment Research, Inc.11,001
0.1% of portfolio›$710.1K
Vise Technologies, Inc.10,278
0.0% of portfolio›$663.4K
Xponance LLC10,211
0.0% of portfolio›$659.1K
Evergreen Capital Management LLC9,379
0.0% of portfolio›$605.4K
Wealth Enhancement Advisory Services, LLC8,503
0.0% of portfolio›$548.3K
Vanderbilt University7,181
0.1% of portfolio›$463.5K
Abel Hall, LLC7,166
0.1% of portfolio›$462.6K
Fifth Third Wealth Advisors LLC6,983
0.0% of portfolio›$450.8K
Swiss Life Asset Management Ltd6,657
0.0% of portfolio›$429.7K
Oppenheimer Asset Management Inc.6,412
0.0% of portfolio›$413.9K
Inspire Investing, LLC5,641
0.0% of portfolio›$364.1K
State of Wyoming5,591
0.0% of portfolio›$360.9K
Gibbs Wealth Management5,568
0.0% of portfolio›$359.5K
Fifth Third Bancorp5,482
0.0% of portfolio›$353.9K
CIBC Asset Management Inc5,215
0.0% of portfolio›$336.6K
Profund Advisors LLC4,967
0.0% of portfolio›$320.6K
Nisa Investment Advisors, LLC4,870
0.0% of portfolio›$317.1K
D.A. Davidson & Co.4,598
0.0% of portfolio›$296.8K
Portside Wealth Group, LLC4,535
0.0% of portfolio›$292.7K
MGO One Seven LLC4,535
0.0% of portfolio›$292.7K
Capital Square, LLC4,012
0.1% of portfolio›$259.0K
KBC Group NV4,002
0.0% of portfolio›$258
Alliance Wealth Advisors, LLC3,953
0.0% of portfolio›$255.2K
Crossmark Global Holdings, Inc.3,833
0.0% of portfolio›$247.4K
Hohimer Wealth Management, LLC3,622
0.0% of portfolio›$233.8K
CWC Advisors, Llc.3,619
0.1% of portfolio›$233.6K
Park Avenue Securities LLC3,304
0.0% of portfolio›$213
StoneX Group Inc.3,233
0.0% of portfolio›$222.3K
Gamma Investing LLC3,230
0.0% of portfolio›$208.5K
Pinnacle Wealth Planning Services, Inc.2,660
0.0% of portfolio›$171.7K
Covestor Ltd2,425
0.0% of portfolio›$157
Sterling Capital Management LLC2,094
0.0% of portfolio›$135.2K
GF Fund Management Co. Ltd.1,420
0.0% of portfolio›$91.7K
Fulcrum Asset Management LLP1,332
0.0% of portfolio›$88.2K
Exchange Traded Concepts, LLC1,297
0.0% of portfolio›$83.7K
Signaturefd, LLC1,234
0.0% of portfolio›$79.7K
Salomon & Ludwin, LLC1,118
0.0% of portfolio›$72.2K
GK Wealth Management LLC956
0.0% of portfolio›$61.7K
Farther Finance Advisors, LLC932
0.0% of portfolio›$60.1K
Mather Group, Llc.757
0.0% of portfolio›$48.9K
Provenance Wealth Advisors, LLC664
0.0% of portfolio›$42.9K
Global X Japan Co., Ltd.510
0.0% of portfolio›$32.9K
Versant Capital Management, Inc429
0.0% of portfolio›$27.7K
Bare Financial Services, Inc338
0.0% of portfolio›$21.8K
Parkside Financial Bank & Trust302
0.0% of portfolio›$19.5K
EverSource Wealth Advisors, LLC292
0.0% of portfolio›$18.8K
SJS Investment Consulting Inc.254
0.0% of portfolio›$16.4K
Westside Investment Management, Inc.242
0.0% of portfolio›$15.6K
Mirae Asset Global Investments Co., Ltd.167
0.0% of portfolio›$10.8K
Root Financial Partners, LLC158
0.0% of portfolio›$10.2K
First Horizon Corp141
0.0% of portfolio›$9.1K
Birch Financial Group, LLC130
0.0% of portfolio›$8.4K
Farmers & Merchants Investments Inc106
0.0% of portfolio›$6.8K
Blue Trust, Inc.96
0.0% of portfolio›$6.2K
TD Private Client Wealth LLC91
0.0% of portfolio›$5.9K
IFP Advisors, Inc86
0.0% of portfolio›$5.6K
MassMutual Private Wealth & Trust, FSB83
0.0% of portfolio›$5.4K
Owl Creek Wealth Partners LLC75
0.0% of portfolio›$4.8K
Parallel Advisors, LLC70
0.0% of portfolio›$4.5K
Larson Financial Group LLC69
0.0% of portfolio›$4.5K
Essential Partners LLC65
0.0% of portfolio›$4.2K
Jnba Financial Advisors59
0.0% of portfolio›$3.8K
Rossby Financial, LCC59
0.0% of portfolio›$3.8K
Private Wealth Management Group, LLC45
0.0% of portfolio›$2.9K
Noble Wealth Management PBC41
0.0% of portfolio›$2.6K
Lanark Financial, Inc.30
0.0% of portfolio›$1.9K
Entrust Financial LLC27
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.23
0.0% of portfolio›$1.5K
Gilpin Wealth Management, LLC20
0.0% of portfolio›$1.3K
Financial Network Wealth Advisors LLC16
0.0% of portfolio›$1.0K
JFS Wealth Advisors, LLC16
0.0% of portfolio›$1.0K
CX Institutional14
0.0% of portfolio›$1
WPG Advisers, LLC14
0.0% of portfolio›$904
Kingdom Financial Group Llc.14
0.0% of portfolio›$904
Proathlete Wealth Management LLC13
0.0% of portfolio›$839
CoreCap Advisors, LLC11
0.0% of portfolio›$710
Evolution Wealth Management Inc.10
0.0% of portfolio›$646
Abound Wealth Management10
0.0% of portfolio›$670
Financial Consulate, Inc9
0.0% of portfolio›$581
Davis Capital Management6
0.0% of portfolio›$387
UMB Private Wealth Management, LLC6
0.0% of portfolio›$387
Capital Advisors, Ltd. LLC5
0.0% of portfolio›$0
Signature Equity Partners, LLC2
0.0% of portfolio›$129
Caitong International Asset Management Co., Ltd1
0.0% of portfolio›$65
Hughes Financial Services, LLC1
0.0% of portfolio›$66
Tounjian Advisory Partners, LLC0
0.0% of portfolio›$17
StyleTurnoverLocationFiled
Principal Financial Group Inc
5,369,986$346.6M0.2%CoreLowDes Moines, IA2026-11-02
Dimensional Fund Advisors LP
1,674,892$108.1M0.0%IndexLowAustin, TX2026-11-04
Copeland Capital Management, LLC
900,004$58.1M1.3%ValueMediumConshohocken, PA2026-10-13
Tandem Investment Advisors, Inc.
847,031$54.7M3.9%CoreLowCharleston, SC2026-11-04
Bank of New York Mellon Corp
837,714$54.1M0.0%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
630,719$40.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Bahl & Gaynor LLC
501,805$32.4M0.2%CoreLowCincinnati, OH2026-11-05
Congress Asset Management Co
474,049$30.6M0.2%GrowthMediumBoston, MA2026-10-06
Boston Trust Walden Corp
355,397$22.9M0.2%CoreLowBoston, MA2026-10-30
Davidson Investment Advisors
273,245$17.6M0.7%CoreLowGreat Falls, MT2026-10-20
Allspring Global Investments Holdings, LLC
196,389$12.6M0.0%CoreMediumCharlotte, NC2026-11-04
Asset Management One Co., Ltd.
182,415$11.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
Howland Capital Management LLC
174,964$11.4M0.4%CoreLowBoston, MA2026-10-22
Citigroup Inc
166,555$10.8M0.0%CoreMediumNew York, NY2026-11-04
Granite Investment Partners, LLC
151,939$9.8M0.5%CoreMediumEl Segundo, CA2026-11-04
Strs Ohio
150,550$9.7M0.0%CoreMediumColumbus, OH2026-10-30
ProShare Advisors LLC
149,308$9.6M0.0%GrowthLowBethesda, MD2026-10-29
Moody Aldrich Partners LLC
138,027$8.9M1.7%ValueHighMarblehead, MA2026-10-27
Sumitomo Mitsui Trust Group, Inc.
106,533$6.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
103,284$6.7M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
102,192$6.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Mutual of America Capital Management LLC
88,793$5.7M0.1%IndexLowNew York, NY2026-10-23
Bernzott Capital Advisors
79,176$5.1M2.2%YieldMediumCamarillo, CA2026-10-29
Virginia Retirement Systems ET Al
74,885$4.8M0.0%CoreMediumRichmond, VA2026-10-28
State of Alaska, Department of Revenue
74,639$4.8K0.0%CoreVery LowJuneau, AK2026-10-15
Morguard Lincluden Global Investments Ltd
73,130$4.7K0.0%Deep ValueLowMississauga, Australia2026-10-28
Illinois Municipal Retirement Fund
55,109$3.6M0.0%CoreMediumOak Brook, IL2026-11-05
Achmea Investment Management B.V.
49,891$3.2M0.0%CoreMediumZeist, Philippines2026-10-30
Louisiana State Employees Retirement System
46,400$3.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Daiwa Securities Group Inc.
42,146$2.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Sage Rhino Capital LLC
38,106$2.5M0.4%ETFLowMenlo Park, CA2026-10-28
State of New Jersey Common Pension Fund D
35,775$2.3M0.0%CoreLowTrenton, NJ2026-11-05
E. Ohman J:or Asset Management AB
34,183$2.2M0.0%GrowthMediumStockholm, Sweden2026-10-22
Creative Planning
30,367$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Arizona State Retirement System
29,937$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
28,704$1.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
28,198$1.8K0.0%CoreVery LowNew York, NY2026-10-23
DekaBank Deutsche Girozentrale
26,932$1.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Sumitomo Mitsui DS Asset Management Company, Ltd
26,696$1.7M0.0%IndexVery LowTokyo, Mexico2026-10-20
Truist Financial Corp
25,329$1.6M0.0%CoreLowCharlotte, NC2026-10-30
Oregon Public Employees Retirement Fund
24,426$1.6M0.0%IndexVery LowTigard, OR2026-10-30
Diversify Advisory Services, LLC
23,367$1.5M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
23,367$1.5M0.0%GrowthMediumSandy, UT2026-10-20
New York State Teachers Retirement System
23,300$1.5K0.0%CoreVery LowAlbany, NY2026-10-22
Cambiar Investors LLC
21,938$1.4M0.1%ValueMediumDenver, CO2026-11-04
IFM Investors Pty Ltd
21,076$1.4M0.0%IndexVery LowMelbourne, China2026-10-14
US Bancorp \de\
19,259$1.2M0.0%IndexLowMinneapolis, MN2026-11-05
Spirit of America Management Corp
18,625$1.2M0.2%GARPLowSyosset, NY2026-10-14
Moran Wealth Management, LLC
16,732$1.1M0.0%CoreMediumNaples, FL2026-10-22
Pictet Asset Management Holding SA
16,130$1.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Moody National Bank Trust Division
15,363$991.7K0.1%CoreMediumGalveston, TX2026-10-06
Legacy Wealth Asset Management, LLC
13,530$873.4K0.2%GARPMediumWoodbury, MN2026-10-09
Harbor Capital Advisors, Inc.
13,180$8510.0%ValueHighChicago, IL2026-10-22
Horst & Graben Wealth Management LLC
13,165$849.8K0.1%ETFMediumPortland, OR2026-11-02
UniSuper Management Pty Ltd
12,900$832.7K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Assetmark, Inc
12,403$800.6K0.0%ETFLowConcord, CA2026-10-21
James Investment Research, Inc.
11,001$710.1K0.1%CoreLowAlpha, OH2026-10-22
Vise Technologies, Inc.
10,278$663.4K0.0%IndexLowNew York, NY2026-10-29
Xponance LLC
10,211$659.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Evergreen Capital Management LLC
9,379$605.4K0.0%GARPMediumBellevue, WA2026-10-23
Wealth Enhancement Advisory Services, LLC
8,503$548.3K0.0%CoreLowPlymouth, MN2026-10-13
Vanderbilt University
7,181$463.5K0.1%ETFMediumNashville, TN2026-11-02
Abel Hall, LLC
7,166$462.6K0.1%CoreMediumBaton Rouge, LA2026-10-19
Fifth Third Wealth Advisors LLC
6,983$450.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Swiss Life Asset Management Ltd
6,657$429.7K0.0%CoreLowZurich, Switzerland2026-11-03
Oppenheimer Asset Management Inc.
6,412$413.9K0.0%CoreMediumNew York, NY2026-10-27
Inspire Investing, LLC
5,641$364.1K0.0%GARPHighMeridian, ID2026-10-22
State of Wyoming
5,591$360.9K0.0%ValueHighCheyenne, WY2026-10-28
Gibbs Wealth Management
5,568$359.5K0.0%CoreLowAlpharetta, GA2026-10-22
Fifth Third Bancorp
5,482$353.9K0.0%IndexVery LowCincinnati, OH2026-11-05
CIBC Asset Management Inc
5,215$336.6K0.0%GARPLowToronto, South Africa2026-11-05
Profund Advisors LLC
4,967$320.6K0.0%GrowthLowBethesda, MD2026-10-29
Nisa Investment Advisors, LLC
4,870$317.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
D.A. Davidson & Co.
4,598$296.8K0.0%CoreLowGreat Falls, MT2026-10-28
Portside Wealth Group, LLC
4,535$292.7K0.0%CoreMediumProvo, UT2026-10-20
MGO One Seven LLC
4,535$292.7K0.0%GrowthLowBeachwood, OH2026-10-28
Capital Square, LLC
4,012$259.0K0.1%YieldMediumAthens, TN2026-10-19
KBC Group NV
4,002$2580.0%CoreMediumBrussels, Czech Republic2026-10-22
Alliance Wealth Advisors, LLC
3,953$255.2K0.0%ETFHighCenterville, UT2026-10-28
Crossmark Global Holdings, Inc.
3,833$247.4K0.0%GARPMediumHouston, TX2026-10-21
Hohimer Wealth Management, LLC
3,622$233.8K0.0%CoreHighSeattle, WA2026-11-04
CWC Advisors, Llc.
3,619$233.6K0.1%GARPLowLake Oswego, OR2026-10-15
Park Avenue Securities LLC
3,304$2130.0%ETFMediumNew York, NY2026-10-26
StoneX Group Inc.
3,233$222.3K0.0%ETFMediumNew York, NY2026-11-03
Gamma Investing LLC
3,230$208.5K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
2,660$171.7K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
2,425$1570.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
2,094$135.2K0.0%GARPMediumCharlotte, NC2026-10-22
GF Fund Management Co. Ltd.
1,420$91.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Fulcrum Asset Management LLP
1,332$88.2K0.0%CoreMediumLondon, United Kingdom2026-11-04
Exchange Traded Concepts, LLC
1,297$83.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Signaturefd, LLC
1,234$79.7K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
1,118$72.2K0.0%ETFVery LowRichmond, VA2026-10-29
GK Wealth Management LLC
956$61.7K0.0%GARPVery HighReno, NV2026-10-09
Farther Finance Advisors, LLC
932$60.1K0.0%IndexLowSan Francisco, CA2026-10-08
Mather Group, Llc.
757$48.9K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
664$42.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Global X Japan Co., Ltd.
510$32.9K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Versant Capital Management, Inc
429$27.7K0.0%GARPLowPhoenix, AZ2026-10-02
Bare Financial Services, Inc
338$21.8K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
302$19.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
EverSource Wealth Advisors, LLC
292$18.8K0.0%CoreMediumBirmingham, AL2026-11-04
SJS Investment Consulting Inc.
254$16.4K0.0%ETFVery LowSylvania, OH2026-10-26
Westside Investment Management, Inc.
242$15.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Mirae Asset Global Investments Co., Ltd.
167$10.8K0.0%GrowthLowSeoul, Malaysia2026-11-03
Root Financial Partners, LLC
158$10.2K0.0%ETFMediumEncinitas, CA2026-10-21
First Horizon Corp
141$9.1K0.0%CoreLowMemphis, TN2026-10-26
Birch Financial Group, LLC
130$8.4K0.0%CoreLowKeene, NH2026-10-27
Farmers & Merchants Investments Inc
106$6.8K0.0%CoreVery LowLincoln, NE2026-10-22
Blue Trust, Inc.
96$6.2K0.0%ETFLowBrentwood, TN2026-10-15
TD Private Client Wealth LLC
91$5.9K0.0%ETFLowNew York, NY2026-10-28
IFP Advisors, Inc
86$5.6K0.0%GrowthLowTampa, FL2026-10-16
MassMutual Private Wealth & Trust, FSB
83$5.4K0.0%CoreLowSpringfield, MA2026-10-05
Owl Creek Wealth Partners LLC
75$4.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Parallel Advisors, LLC
70$4.5K0.0%IndexLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
69$4.5K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Partners LLC
65$4.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Jnba Financial Advisors
59$3.8K0.0%ETFMediumBloomington, MN2026-11-03
Rossby Financial, LCC
59$3.8K0.0%ETFMediumMelbourne, FL2026-11-05
Private Wealth Management Group, LLC
45$2.9K0.0%ETFLowPrinceton, NJ2026-10-19
Noble Wealth Management PBC
41$2.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Lanark Financial, Inc.
30$1.9K0.0%CoreMediumBirmingham, AL2026-10-26
Entrust Financial LLC
27$1.7K0.0%ETFLowWayne, PA2026-11-04
Physician Wealth Advisors, Inc.
23$1.5K0.0%ETFMediumMidvale, UT2026-10-20
Gilpin Wealth Management, LLC
20$1.3K0.0%GrowthLowDenver, CO2026-10-09
Financial Network Wealth Advisors LLC
16$1.0K0.0%ETFLowMurray, UT2026-10-28
JFS Wealth Advisors, LLC
16$1.0K0.0%ETFVery LowHermitage, PA2026-11-03
CX Institutional
14$10.0%CoreMediumAuburn, IN2026-10-02
WPG Advisers, LLC
14$9040.0%CoreLowBaltimore, MD2026-10-27
Kingdom Financial Group Llc.
14$9040.0%ETFMediumPeoria, AZ2026-11-04
Proathlete Wealth Management LLC
13$8390.0%ETFVery LowBoca Raton, FL2026-10-15
CoreCap Advisors, LLC
11$7100.0%ETFMediumSouthfield, MI2026-10-08
Evolution Wealth Management Inc.
10$6460.0%ETFMediumFort Myers, FL2026-10-28
Abound Wealth Management
10$6700.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
9$5810.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
6$3870.0%CoreLowJacksonville, FL2026-10-08
UMB Private Wealth Management, LLC
6$3870.0%GrowthN/AKansas City, MO2026-10-19
Capital Advisors, Ltd. LLC
5$00.0%ETFLowShaker Heights, OH2026-10-27
Signature Equity Partners, LLC
2$1290.0%GrowthMediumColumbus, OH2026-10-29
Caitong International Asset Management Co., Ltd
1$650.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hughes Financial Services, LLC
1$660.0%ETFLowHerndon, VA2026-10-30
Tounjian Advisory Partners, LLC
0$170.0%GrowthHighFort Myers, FL2026-11-04