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Thomson Reuters Corp (TRI)

CUSIP: 884903881 | NYSE | 476 institutional holders

Quarters

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

AGF Management LTD1,491,284
0.6% of portfolio›$145.3M
TD Waterhouse Canada Inc.1,468,484
0.4% of portfolio›$143.3M
MacKenzie Financial Corp971,424
0.1% of portfolio›$94.5M
Intact Investment Management Inc.510,647
1.5% of portfolio›$49.7M
CIBC Asset Management Inc387,242
0.1% of portfolio›$37.7M
Bank of New York Mellon Corp369,752
0.0% of portfolio›$36.0M
ProShare Advisors LLC364,115
0.1% of portfolio›$35.4M
Citigroup Inc354,348
0.0% of portfolio›$34.6M
Neos Investment Management LLC254,340
0.1% of portfolio›$24.8M
Heathbridge Capital Management Ltd.188,843
6.1% of portfolio›$18.4M
Pictet Asset Management Holding SA184,245
0.0% of portfolio›$18.0M
Mirae Asset Global Investments Co., Ltd.172,705
0.0% of portfolio›$16.8M
Vest Financial, LLC151,722
0.2% of portfolio›$14.8M
Dimensional Fund Advisors LP130,503
0.0% of portfolio›$12.7M
Davis-Rea Ltd.114,455
2.9% of portfolio›$11.1M
GF Fund Management Co. Ltd.74,931
0.1% of portfolio›$7.3M
Louisbourg Investments Inc.70,964
1.3% of portfolio›$6.9M
Creative Planning68,719
0.0% of portfolio›$6.7M
Sumitomo Mitsui Trust Group, Inc.62,952
0.0% of portfolio›$6.1M
PensionDanmark Pensionsforsikringsaktieselskab61,171
0.0% of portfolio›$6.0M
Beutel, Goodman & Co Ltd.57,594
0.0% of portfolio›$5.6K
Addenda Capital Inc.47,751
0.2% of portfolio›$6.6M
iA Global Asset Management Inc.43,198
0.0% of portfolio›$4.2K
Cooper Investors PTY LTD42,753
2.2% of portfolio›$4.2M
Mn Services Vermogensbeheer B.V.38,120
0.0% of portfolio›$3.7K
Daiwa Securities Group Inc.37,474
0.0% of portfolio›$3.6M
Mitsubishi UFJ Asset Management Co., Ltd.36,578
0.0% of portfolio›$3.6M
Wealth Enhancement Advisory Services, LLC33,715
0.0% of portfolio›$3.4M
Rakuten Investment Management, Inc.32,687
0.0% of portfolio›$3.1M
Lido Advisors, LLC30,170
0.0% of portfolio›$2.9M
Swiss Life Asset Management Ltd27,578
0.0% of portfolio›$2.7M
Triasima Portfolio Management inc.26,794
0.3% of portfolio›$2.6M
Penbrook Management LLC24,381
1.4% of portfolio›$2.4M
Profund Advisors LLC24,019
0.1% of portfolio›$2.3M
Louisiana State Employees Retirement System23,800
0.0% of portfolio›$2.3M
SEB Asset Management AB23,452
0.0% of portfolio›$2.3M
Achmea Investment Management B.V.22,068
0.0% of portfolio›$2.2M
Avanza Fonder AB22,026
0.1% of portfolio›$3.1M
Guardian Partners Inc.20,433
0.2% of portfolio›$2.0M
First American Bank19,639
0.1% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.16,491
0.0% of portfolio›$1.6K
Commonwealth Equity Services, LLC16,227
0.0% of portfolio›$1.6M
Plato Investment Management Ltd16,214
0.1% of portfolio›$1.6M
US Bancorp \de\15,675
0.0% of portfolio›$1.5M
Burkett Asset Management Ltd15,627
1.4% of portfolio›$1.5M
VestGen Advisors, LLC14,782
0.0% of portfolio›$1.4M
Ethic Inc.13,895
0.0% of portfolio›$1.4M
China Universal Asset Management Co., Ltd.12,697
0.1% of portfolio›$1.2M
Metatron Capital Sicav plc - Metatron Long Term Equity Fund12,239
0.6% of portfolio›$1.2M
Gulf International Bank (UK) Ltd11,715
0.0% of portfolio›$1.1K
CenterBook Partners LP11,712
0.1% of portfolio›$1.1M
Waterfront Wealth Inc.11,698
0.2% of portfolio›$1.3M
Griffin Asset Management, Inc.11,473
0.1% of portfolio›$1.1M
RFG Advisory, LLC11,208
0.0% of portfolio›$1.1M
Generali Asset Management SPA SGR10,990
0.0% of portfolio›$1.5M
Vise Technologies, Inc.10,001
0.0% of portfolio›$973.4K
Bond & Devick Financial Network, Inc.9,990
0.2% of portfolio›$972.3K
Old Republic International Corp9,822
0.0% of portfolio›$956
Imc-Chicago, LLC9,618
0.0% of portfolio›$936.1K
Oppenheimer Asset Management Inc.9,554
0.0% of portfolio›$929.9K
Portside Wealth Group, LLC9,278
0.1% of portfolio›$903.0K
Blue Capital, Inc.8,789
0.5% of portfolio›$855.4K
Oppenheimer & Co Inc8,590
0.0% of portfolio›$836.1K
Atria Investments, Inc7,861
0.0% of portfolio›$765.1K
First National Bank of Mount Dora, Trust Investment Services7,622
0.1% of portfolio›$741.8K
Alliance Wealth Advisors, LLC7,617
0.1% of portfolio›$741.4K
Unique Wealth Strategies, LLC6,790
0.2% of portfolio›$554.5K
Dynamic Advisor Solutions LLC6,668
0.0% of portfolio›$649.0K
Charles Schwab Trust Co6,616
0.0% of portfolio›$643.9K
Kestra Private Wealth Services, LLC6,559
0.0% of portfolio›$638.4K
Gibbs Wealth Management6,415
0.1% of portfolio›$624.4K
Signaturefd, LLC6,362
0.0% of portfolio›$619.2K
Quadrant Capital Group LLC6,250
0.0% of portfolio›$657.1K
Lee Financial Co6,019
0.1% of portfolio›$585.8K
Norden Group LLC5,750
0.0% of portfolio›$559.7K
Truist Financial Corp5,335
0.0% of portfolio›$519.3K
Certior Financial Group, LLC5,080
0.3% of portfolio›$494.4K
Assenagon Asset Management S.A.4,997
0.0% of portfolio›$486.8K
Arista Wealth Management, LLC4,708
0.0% of portfolio›$458.2K
IFP Advisors, Inc4,689
0.0% of portfolio›$456.4K
Cidel Asset Management Inc4,418
0.0% of portfolio›$430.9K
Journey Retirement Planning & Investment Management LLC4,208
0.3% of portfolio›$409.6K
Alpha Family Trust4,135
0.1% of portfolio›$337.7K
Modera Wealth Management, LLC4,116
0.0% of portfolio›$400.6K
Quilter Plc4,061
0.0% of portfolio›$562.4K
Ninety One UK Ltd4,009
0.0% of portfolio›$391.0K
First Business Financial Services, Inc.3,942
0.0% of portfolio›$383.7K
Split Creek LLC DBA Split Creek Capital LLC3,720
0.3% of portfolio›$362.1K
Crossmark Global Holdings, Inc.3,715
0.0% of portfolio›$361.8K
Concurrent Investment Advisors, LLC3,686
0.0% of portfolio›$358.7K
Prospera Financial Services Inc3,615
0.0% of portfolio›$427.7K
Diversify Advisory Services, LLC3,517
0.0% of portfolio›$379.5K
Diversify Wealth Management, LLC3,517
0.0% of portfolio›$379.5K
SilverOak Wealth Management LLC3,422
0.0% of portfolio›$333.1K
Versant Capital Management, Inc3,401
0.0% of portfolio›$331.7K
Net Worth Advisory Group3,314
0.1% of portfolio›$329.3K
Farther Finance Advisors, LLC3,156
0.0% of portfolio›$307.2K
Elevatus Welath Management2,937
0.1% of portfolio›$285.8K
Marks Group Wealth Management, Inc2,811
0.0% of portfolio›$273.6K
Livet Wealth, LLC2,719
0.1% of portfolio›$264.6K
D.A. Davidson & Co.2,711
0.0% of portfolio›$263.9K
Key FInancial Inc2,695
0.0% of portfolio›$262.9K
Evergreen Capital Management LLC2,687
0.0% of portfolio›$261.5K
Anchyra Partners LLC2,574
0.1% of portfolio›$250.5K
Larson Financial Group LLC2,496
0.0% of portfolio›$242.9K
Parallel Advisors, LLC2,479
0.0% of portfolio›$241.3K
Highline Wealth Partners LLC2,455
0.0% of portfolio›$238.9K
Park Avenue Securities LLC2,423
0.0% of portfolio›$236
Landaas & Co2,418
0.0% of portfolio›$235.8K
Sara-Bay Financial2,377
0.1% of portfolio›$231.4K
Brighton Jones LLC2,366
0.0% of portfolio›$230.3K
Cigna Investments Inc2,351
0.0% of portfolio›$229
Candriam S.C.A.2,275
0.0% of portfolio›$222.7K
Davenport & Co LLC2,269
0.0% of portfolio›$221.3K
Axxcess Wealth Management, LLC2,268
0.0% of portfolio›$220.7K
Apollon Wealth Management, LLC2,245
0.0% of portfolio›$218.5K
Alhambra Investment Management LLC2,244
0.1% of portfolio›$218.4K
Value Partners Investments Inc.2,236
0.0% of portfolio›$218.2K
Kestra Advisory Services, LLC2,228
0.0% of portfolio›$216.9K
PDS Planning, Inc2,204
0.0% of portfolio›$214.5K
Caitong International Asset Management Co., Ltd1,810
0.0% of portfolio›$176.2K
EverSource Wealth Advisors, LLC1,228
0.0% of portfolio›$119.5K
Physician Wealth Advisors, Inc.1,086
0.0% of portfolio›$105.7K
SBI Securities Co., Ltd.951
0.0% of portfolio›$92.6K
Manchester Capital Management LLC944
0.0% of portfolio›$91.9K
GHP Investment Advisors, Inc.916
0.0% of portfolio›$89.2K
Gamma Investing LLC869
0.0% of portfolio›$84.6K
Fideuram Asset Management (Ireland) dac856
0.0% of portfolio›$120.5K
Private Trust Co NA810
0.0% of portfolio›$78.8K
Hanson & Doremus Investment Management808
0.0% of portfolio›$79
Summit Securities Group LLC618
0.0% of portfolio›$60.2K
Westside Investment Management, Inc.600
0.0% of portfolio›$58.6K
Jnba Financial Advisors592
0.0% of portfolio›$57.6K
High Note Wealth, LLC568
0.0% of portfolio›$55.3K
GK Wealth Management LLC540
0.0% of portfolio›$52.6K
Nova Financial LLC393
0.0% of portfolio›$38.3K
Financial Perspectives, Inc393
0.0% of portfolio›$38.3K
MassMutual Private Wealth & Trust, FSB385
0.0% of portfolio›$37.5K
Trust Co of Toledo NA375
0.0% of portfolio›$36.5K
Nisa Investment Advisors, LLC335
0.0% of portfolio›$32.6K
CGC Financial Services, LLC310
0.0% of portfolio›$30.2K
Gold Investment Management Ltd.302
0.0% of portfolio›$29.4K
Trust Co of Vermont252
0.0% of portfolio›$24.5K
Jacobi Capital Management LLC250
0.0% of portfolio›$24.3K
Tsfg, LLC248
0.0% of portfolio›$24
Assetmark, Inc227
0.0% of portfolio›$22.1K
Cassaday & Co Wealth Management LLC221
0.0% of portfolio›$21.6K
Pinnacle Wealth Planning Services, Inc.218
0.0% of portfolio›$21.2K
Bare Financial Services, Inc218
0.0% of portfolio›$21.2K
Asset Management One Co., Ltd.201
0.0% of portfolio›$19.6K
Montag A & Associates Inc200
0.0% of portfolio›$19.5K
Fifth Third Bancorp195
0.0% of portfolio›$19.0K
Brown Shipley& Co Ltd189
0.0% of portfolio›$18.4K
Caldwell Trust Co147
0.0% of portfolio›$14.3K
Catalyst Capital Advisors LLC143
0.0% of portfolio›$13.9K
First Command Advisory Services, Inc.142
0.0% of portfolio›$13.9K
Provenance Wealth Advisors, LLC139
0.0% of portfolio›$13.5K
Silver Grove Financial Group, Inc.114
0.0% of portfolio›$11.1K
Cromwell Holdings LLC105
0.0% of portfolio›$10.2K
Toth Financial Advisory Corp100
0.0% of portfolio›$9.7K
Beacon Investment Advisory Services, Inc.100
0.0% of portfolio›$9.7K
Ares Financial Consulting, LLC96
0.0% of portfolio›$9.3K
City Holding Co88
0.0% of portfolio›$8.6K
Birch Financial Group, LLC86
0.0% of portfolio›$8.3K
True Wealth Design, LLC85
0.0% of portfolio›$8.3K
Fortitude Family Office, LLC71
0.0% of portfolio›$6.9K
Towne Trust Company, N.a71
0.0% of portfolio›$6.9K
Rossby Financial, LCC62
0.0% of portfolio›$6.0K
Roxbury Financial LLC61
0.0% of portfolio›$6.0K
Community Financial Services Group, LLC59
0.0% of portfolio›$5.9K
Princeton Global Asset Management LLC59
0.0% of portfolio›$5.7K
Asset Dedication, LLC52
0.0% of portfolio›$5.1K
Bell Investment Advisors, Inc48
0.0% of portfolio›$4.7K
Murphy & Mullick Capital Management Corp47
0.0% of portfolio›$4.6K
TD Private Client Wealth LLC44
0.0% of portfolio›$4.3K
CoreCap Advisors, LLC37
0.0% of portfolio›$3.6K
Phillip James Consulting Co.29
0.0% of portfolio›$2.8K
Financial Consulate, Inc25
0.0% of portfolio›$2.4K
Root Financial Partners, LLC21
0.0% of portfolio›$2.0K
Creative Financial Designs Inc20
0.0% of portfolio›$1.9K
NBH Bank18
0.0% of portfolio›$1.8K
Albion Financial Group16
0.0% of portfolio›$1.6K
North Star Investment Management Corp.12
0.0% of portfolio›$1.2K
Clark Wealth Partners9
0.0% of portfolio›$876
Hilton Head Capital Partners, LLC9
0.0% of portfolio›$876
Parkside Financial Bank & Trust8
0.0% of portfolio›$779
MV Capital Management, Inc.6
0.0% of portfolio›$584
Buck Wealth Strategies, LLC6
0.0% of portfolio›$584
Lanark Financial, Inc.5
0.0% of portfolio›$487
Bullock Wealth Management Group3
0.0% of portfolio›$298
Cullen T Bankers, Inc.3
0.0% of portfolio›$292
Ascentis Wealth Management, LLC2
0.0% of portfolio›$194
Brown, Lisle Ings, Inc.2
0.0% of portfolio›$195
Arvest Investments, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
AGF Management LTD
1,491,284$145.3M0.6%GrowthHighToronto, Australia2026-11-03
TD Waterhouse Canada Inc.
1,468,484$143.3M0.4%CoreLowToronto, Australia2026-10-16
MacKenzie Financial Corp
971,424$94.5M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Intact Investment Management Inc.
510,647$49.7M1.5%YieldHighMontreal, Austria2026-11-03
CIBC Asset Management Inc
387,242$37.7M0.1%GARPLowToronto, South Africa2026-11-05
Bank of New York Mellon Corp
369,752$36.0M0.0%CoreLowNew York, NY2026-11-05
ProShare Advisors LLC
364,115$35.4M0.1%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
354,348$34.6M0.0%CoreMediumNew York, NY2026-11-04
Neos Investment Management LLC
254,340$24.8M0.1%IndexVery LowWestport, CT2026-11-04
Heathbridge Capital Management Ltd.
188,843$18.4M6.1%YieldMediumToronto, Australia2026-10-29
Pictet Asset Management Holding SA
184,245$18.0M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mirae Asset Global Investments Co., Ltd.
172,705$16.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Vest Financial, LLC
151,722$14.8M0.2%ValueMediumMclean, VA2026-10-21
Dimensional Fund Advisors LP
130,503$12.7M0.0%IndexLowAustin, TX2026-11-04
Davis-Rea Ltd.
114,455$11.1M2.9%CoreMediumToronto, Australia2026-10-13
GF Fund Management Co. Ltd.
74,931$7.3M0.1%Agg GrowthMediumGuangzhou, France2026-10-26
Louisbourg Investments Inc.
70,964$6.9M1.3%GARPMediumDieppe, Armenia2026-10-20
Creative Planning
68,719$6.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Sumitomo Mitsui Trust Group, Inc.
62,952$6.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
61,171$6.0M0.0%IndexLowCopenhagen O, Greece2026-10-19
Beutel, Goodman & Co Ltd.
57,594$5.6K0.0%ValueMediumToronto, Australia2026-11-04
Addenda Capital Inc.
47,751$6.6M0.2%GARPLowMontreal, Austria2026-10-13
iA Global Asset Management Inc.
43,198$4.2K0.0%GrowthMediumQuebec, Austria2026-10-29
Cooper Investors PTY LTD
42,753$4.2M2.2%CoreHighMelbourne, Victoria, China2026-10-13
Mn Services Vermogensbeheer B.V.
38,120$3.7K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Daiwa Securities Group Inc.
37,474$3.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
36,578$3.6M0.0%IndexVery LowTokyo, Mexico2026-11-05
Wealth Enhancement Advisory Services, LLC
33,715$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Rakuten Investment Management, Inc.
32,687$3.1M0.0%ETFMediumTokyo, Mexico2026-10-30
Lido Advisors, LLC
30,170$2.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Swiss Life Asset Management Ltd
27,578$2.7M0.0%CoreLowZurich, Switzerland2026-11-03
Triasima Portfolio Management inc.
26,794$2.6M0.3%MomentumHighMontreal, Austria2026-10-15
Penbrook Management LLC
24,381$2.4M1.4%CoreLowNew York, NY2026-10-16
Profund Advisors LLC
24,019$2.3M0.1%GrowthLowBethesda, MD2026-10-29
Louisiana State Employees Retirement System
23,800$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
SEB Asset Management AB
23,452$2.3M0.0%CoreN/AStockholm, Sweden2026-11-04
Achmea Investment Management B.V.
22,068$2.2M0.0%CoreMediumZeist, Philippines2026-10-30
Avanza Fonder AB
22,026$3.1M0.1%GrowthLowStockholm, Sweden2026-10-13
Guardian Partners Inc.
20,433$2.0M0.2%ValueMediumToronto, South Africa2026-10-21
First American Bank
19,639$1.9M0.1%GrowthVery LowDundee, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
16,491$1.6K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
16,227$1.6M0.0%ETFLowWaltham, MA2026-11-02
Plato Investment Management Ltd
16,214$1.6M0.1%CoreLowSydney, China2026-11-05
US Bancorp \de\
15,675$1.5M0.0%IndexLowMinneapolis, MN2026-11-05
Burkett Asset Management Ltd
15,627$1.5M1.4%ValueMediumVictoria, UAE2026-10-13
VestGen Advisors, LLC
14,782$1.4M0.0%GrowthMediumChicago, IL2026-10-27
Ethic Inc.
13,895$1.4M0.0%CoreLowNew York, NY2026-11-03
China Universal Asset Management Co., Ltd.
12,697$1.2M0.1%GrowthMediumShanghai, France2026-10-28
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
12,239$1.2M0.6%GrowthN/ABirkirkara, O12026-11-04
Gulf International Bank (UK) Ltd
11,715$1.1K0.0%CoreVery LowLondon, United Kingdom2026-10-20
CenterBook Partners LP
11,712$1.1M0.1%ValueVery HighGreenwich, CT2026-11-02
Waterfront Wealth Inc.
11,698$1.3M0.2%ValueLowOverland Park, KS2026-11-03
Griffin Asset Management, Inc.
11,473$1.1M0.1%CoreLowNew York, NY2026-10-22
RFG Advisory, LLC
11,208$1.1M0.0%ETFMediumBirmingham, AL2026-11-03
Generali Asset Management SPA SGR
10,990$1.5M0.0%CoreLowTrieste, Latvia2026-10-26
Vise Technologies, Inc.
10,001$973.4K0.0%IndexLowNew York, NY2026-10-29
Bond & Devick Financial Network, Inc.
9,990$972.3K0.2%ETFVery LowSt. Louis Park, MN2026-10-23
Old Republic International Corp
9,822$9560.0%YieldVery LowChicago, IL2026-10-26
Imc-Chicago, LLC
9,618$936.1K0.0%GARPVery HighChicago, IL2026-11-05
Oppenheimer Asset Management Inc.
9,554$929.9K0.0%CoreMediumNew York, NY2026-10-27
Portside Wealth Group, LLC
9,278$903.0K0.1%CoreMediumProvo, UT2026-10-20
Blue Capital, Inc.
8,789$855.4K0.5%CoreHighOmaha, NE2026-10-13
Oppenheimer & Co Inc
8,590$836.1K0.0%CoreLowNew York, NY2026-10-26
Atria Investments, Inc
7,861$765.1K0.0%CoreMediumCharlotte, NC2026-10-15
First National Bank of Mount Dora, Trust Investment Services
7,622$741.8K0.1%CoreMediumMount Dora, FL2026-10-21
Alliance Wealth Advisors, LLC
7,617$741.4K0.1%ETFHighCenterville, UT2026-10-28
Unique Wealth Strategies, LLC
6,790$554.5K0.2%CoreMediumBurr Ridge, IL2026-10-13
Dynamic Advisor Solutions LLC
6,668$649.0K0.0%ETFLowPhoenix, AZ2026-10-13
Charles Schwab Trust Co
6,616$643.9K0.0%ETFLowHenderson, NV2026-10-15
Kestra Private Wealth Services, LLC
6,559$638.4K0.0%GrowthLowAustin, TX2026-10-30
Gibbs Wealth Management
6,415$624.4K0.1%CoreLowAlpharetta, GA2026-10-22
Signaturefd, LLC
6,362$619.2K0.0%IndexLowAtlanta, GA2026-10-23
Quadrant Capital Group LLC
6,250$657.1K0.0%CoreLowCincinnati, OH2026-10-20
Lee Financial Co
6,019$585.8K0.1%ETFVery LowDallas, TX2026-10-16
Norden Group LLC
5,750$559.7K0.0%GrowthMediumProvo, UT2026-10-20
Truist Financial Corp
5,335$519.3K0.0%CoreLowCharlotte, NC2026-10-30
Certior Financial Group, LLC
5,080$494.4K0.3%ETFMediumKing Of Prussia, PA2026-10-19
Assenagon Asset Management S.A.
4,997$486.8K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Arista Wealth Management, LLC
4,708$458.2K0.0%ETFMediumLas Vegas, NV2026-10-29
IFP Advisors, Inc
4,689$456.4K0.0%GrowthLowTampa, FL2026-10-16
Cidel Asset Management Inc
4,418$430.9K0.0%CoreMediumToronto, Australia2026-10-29
Journey Retirement Planning & Investment Management LLC
4,208$409.6K0.3%CoreLowAmmon, ID2026-10-09
Alpha Family Trust
4,135$337.7K0.1%GrowthLowLos Angeles, CA2026-11-04
Modera Wealth Management, LLC
4,116$400.6K0.0%ETFVery LowWestwood, NJ2026-10-28
Quilter Plc
4,061$562.4K0.0%GrowthLowLondon, United Kingdom2026-10-21
Ninety One UK Ltd
4,009$391.0K0.0%CoreMediumLondon, United Kingdom2026-10-15
First Business Financial Services, Inc.
3,942$383.7K0.0%ETFVery LowMadison, WI2026-10-29
Split Creek LLC DBA Split Creek Capital LLC
3,720$362.1K0.3%CoreMediumNorth Garden, VA2026-11-02
Crossmark Global Holdings, Inc.
3,715$361.8K0.0%GARPMediumHouston, TX2026-10-21
Concurrent Investment Advisors, LLC
3,686$358.7K0.0%GrowthMediumTampa, FL2026-10-16
Prospera Financial Services Inc
3,615$427.7K0.0%CoreMediumDallas, TX2026-11-04
Diversify Advisory Services, LLC
3,517$379.5K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
3,517$379.5K0.0%GrowthMediumSandy, UT2026-10-20
SilverOak Wealth Management LLC
3,422$333.1K0.0%ETFVery LowEdina, MN2026-10-29
Versant Capital Management, Inc
3,401$331.7K0.0%GARPLowPhoenix, AZ2026-10-02
Net Worth Advisory Group
3,314$329.3K0.1%GARPMediumSandy, UT2026-10-20
Farther Finance Advisors, LLC
3,156$307.2K0.0%IndexLowSan Francisco, CA2026-10-08
Elevatus Welath Management
2,937$285.8K0.1%GrowthHighVictor, NY2026-10-19
Marks Group Wealth Management, Inc
2,811$273.6K0.0%CoreMediumMinnetonka, MN2026-11-05
Livet Wealth, LLC
2,719$264.6K0.1%ETFLowSpanish Fork, UT2026-10-27
D.A. Davidson & Co.
2,711$263.9K0.0%CoreLowGreat Falls, MT2026-10-28
Key FInancial Inc
2,695$262.9K0.0%ETFLowWest Chester, PA2026-11-02
Evergreen Capital Management LLC
2,687$261.5K0.0%GARPMediumBellevue, WA2026-10-23
Anchyra Partners LLC
2,574$250.5K0.1%CoreLowAtlanta, GA2026-10-13
Larson Financial Group LLC
2,496$242.9K0.0%GrowthLowSt Louis, MO2026-11-05
Parallel Advisors, LLC
2,479$241.3K0.0%IndexLowSan Francisco, CA2026-11-03
Highline Wealth Partners LLC
2,455$238.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Park Avenue Securities LLC
2,423$2360.0%ETFMediumNew York, NY2026-10-26
Landaas & Co
2,418$235.8K0.0%ETFVery LowMilwaukee, WI2026-10-29
Sara-Bay Financial
2,377$231.4K0.1%MomentumLowSarasota, FL2026-10-21
Brighton Jones LLC
2,366$230.3K0.0%CoreVery LowSeattle, WA2026-11-03
Cigna Investments Inc
2,351$2290.0%CoreVery LowBloomfield, CT2026-10-19
Candriam S.C.A.
2,275$222.7K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Davenport & Co LLC
2,269$221.3K0.0%CoreMediumRichmond, VA2026-10-14
Axxcess Wealth Management, LLC
2,268$220.7K0.0%CoreLowCarlsbad, CA2026-10-21
Apollon Wealth Management, LLC
2,245$218.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
Alhambra Investment Management LLC
2,244$218.4K0.1%CoreLowPalmetto Bay, FL2026-10-15
Value Partners Investments Inc.
2,236$218.2K0.0%ValueMediumWinnipeg, Argentina2026-10-19
Kestra Advisory Services, LLC
2,228$216.9K0.0%CoreLowAustin, TX2026-11-02
PDS Planning, Inc
2,204$214.5K0.0%IndexVery LowDublin, OH2026-11-03
Caitong International Asset Management Co., Ltd
1,810$176.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
EverSource Wealth Advisors, LLC
1,228$119.5K0.0%CoreMediumBirmingham, AL2026-11-04
Physician Wealth Advisors, Inc.
1,086$105.7K0.0%ETFMediumMidvale, UT2026-10-20
SBI Securities Co., Ltd.
951$92.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Manchester Capital Management LLC
944$91.9K0.0%CoreLowManchester, VT2026-10-22
GHP Investment Advisors, Inc.
916$89.2K0.0%CoreVery LowDenver, CO2026-10-15
Gamma Investing LLC
869$84.6K0.0%IndexVery LowFoster City, CA2026-10-08
Fideuram Asset Management (Ireland) dac
856$120.5K0.0%CoreHighDublin 1, Lithuania2026-10-29
Private Trust Co NA
810$78.8K0.0%CoreLowCleveland, OH2026-10-20
Hanson & Doremus Investment Management
808$790.0%CoreVery LowBurlington, VT2026-10-16
Summit Securities Group LLC
618$60.2K0.0%CoreVery HighNew York, NY2026-11-05
Westside Investment Management, Inc.
600$58.6K0.0%GrowthLowSanta Monica, CA2026-11-02
Jnba Financial Advisors
592$57.6K0.0%ETFMediumBloomington, MN2026-11-03
High Note Wealth, LLC
568$55.3K0.0%ETFVery LowDeephaven, MN2026-10-27
GK Wealth Management LLC
540$52.6K0.0%GARPVery HighReno, NV2026-10-09
Nova Financial LLC
393$38.3K0.0%N/AN/ATucson, AZ2026-11-04
Financial Perspectives, Inc
393$38.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
MassMutual Private Wealth & Trust, FSB
385$37.5K0.0%CoreLowSpringfield, MA2026-10-05
Trust Co of Toledo NA
375$36.5K0.0%GrowthVery LowHolland, OH2026-10-16
Nisa Investment Advisors, LLC
335$32.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
CGC Financial Services, LLC
310$30.2K0.0%ETFLowLake Oswego, OR2026-10-13
Gold Investment Management Ltd.
302$29.4K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Trust Co of Vermont
252$24.5K0.0%CoreVery LowBrattleboro, VT2026-10-21
Jacobi Capital Management LLC
250$24.3K0.0%CoreLowPittston, PA2026-11-05
Tsfg, LLC
248$240.0%ETFLowLake Forest, IL2026-10-23
Assetmark, Inc
227$22.1K0.0%ETFLowConcord, CA2026-10-21
Cassaday & Co Wealth Management LLC
221$21.6K0.0%ETFVery LowMclean, VA2026-10-27
Pinnacle Wealth Planning Services, Inc.
218$21.2K0.0%GARPLowMansfield, OH2026-10-27
Bare Financial Services, Inc
218$21.2K0.0%ETFVery LowGap, PA2026-11-04
Asset Management One Co., Ltd.
201$19.6K0.0%IndexVery LowTokyo, Mexico2026-10-27
Montag A & Associates Inc
200$19.5K0.0%CoreLowAtlanta, GA2026-10-29
Fifth Third Bancorp
195$19.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Brown Shipley& Co Ltd
189$18.4K0.0%GrowthLowLondon, United Kingdom2026-10-09
Caldwell Trust Co
147$14.3K0.0%GrowthLowVenice, FL2026-10-30
Catalyst Capital Advisors LLC
143$13.9K0.0%ETFVery LowSan Juan, PR2026-11-02
First Command Advisory Services, Inc.
142$13.9K0.0%IndexLowFort Worth, TX2026-11-05
Provenance Wealth Advisors, LLC
139$13.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Silver Grove Financial Group, Inc.
114$11.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Cromwell Holdings LLC
105$10.2K0.0%IndexLowJackson, WY2026-10-28
Toth Financial Advisory Corp
100$9.7K0.0%CoreLowLeesburg, VA2026-10-08
Beacon Investment Advisory Services, Inc.
100$9.7K0.0%GrowthLowMorristown, NJ2026-10-13
Ares Financial Consulting, LLC
96$9.3K0.0%CoreLowCalabasas, CA2026-10-19
City Holding Co
88$8.6K0.0%CoreLowCharleston, WV2026-10-19
Birch Financial Group, LLC
86$8.3K0.0%CoreLowKeene, NH2026-10-27
True Wealth Design, LLC
85$8.3K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
71$6.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Towne Trust Company, N.a
71$6.9K0.0%CoreLowNewport News, VA2026-10-28
Rossby Financial, LCC
62$6.0K0.0%ETFMediumMelbourne, FL2026-11-05
Roxbury Financial LLC
61$6.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Community Financial Services Group, LLC
59$5.9K0.0%GrowthLowNewport, VT2026-10-15
Princeton Global Asset Management LLC
59$5.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Asset Dedication, LLC
52$5.1K0.0%ETFLowSan Francisco, CA2026-11-03
Bell Investment Advisors, Inc
48$4.7K0.0%ETFVery LowOrinda, CA2026-10-29
Murphy & Mullick Capital Management Corp
47$4.6K0.0%GrowthLowSmithtown, NY2026-11-02
TD Private Client Wealth LLC
44$4.3K0.0%ETFLowNew York, NY2026-10-28
CoreCap Advisors, LLC
37$3.6K0.0%ETFMediumSouthfield, MI2026-10-08
Phillip James Consulting Co.
29$2.8K0.0%ETFVery HighPlymouth, MN2026-11-03
Financial Consulate, Inc
25$2.4K0.0%ETFLowHunt Valley, MD2026-10-23
Root Financial Partners, LLC
21$2.0K0.0%ETFMediumEncinitas, CA2026-10-21
Creative Financial Designs Inc
20$1.9K0.0%ETFMediumKokomo, IN2026-11-04
NBH Bank
18$1.8K0.0%CoreN/AGreenwood Village, CO2026-11-05
Albion Financial Group
16$1.6K0.0%GrowthLowSalt Lake City, UT2026-10-21
North Star Investment Management Corp.
12$1.2K0.0%CoreLowChicago, IL2026-10-27
Clark Wealth Partners
9$8760.0%ETFVery LowO'Fallon, IL2026-10-19
Hilton Head Capital Partners, LLC
9$8760.0%CoreMediumHilton Head Island, SC2026-10-23
Parkside Financial Bank & Trust
8$7790.0%CoreVery LowSaint Louis, MO2026-10-27
MV Capital Management, Inc.
6$5840.0%ETFLowBethesda, MD2026-10-29
Buck Wealth Strategies, LLC
6$5840.0%ValueMediumDenver, CO2026-10-28
Lanark Financial, Inc.
5$4870.0%CoreMediumBirmingham, AL2026-10-26
Bullock Wealth Management Group
3$2980.0%GrowthLowBloomington, IN2026-10-09
Cullen T Bankers, Inc.
3$2920.0%GrowthLowSan Antonio, TX2026-10-28
Ascentis Wealth Management, LLC
2$1940.0%Agg GrowthLowDallas, TX2026-11-03
Brown, Lisle Ings, Inc.
2$1950.0%CoreVery LowProvidence, RI2026-10-16
Arvest Investments, Inc.
0$00.0%ETFLowLowell, AR2026-10-21