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Toast Inc (TOST)

CUSIP: 888787108 | NYSE | Technology · Software - Infrastructure | Large Cap | 1629 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/ABlackRock, Inc.51,451,48110.0%+3,574,138Sep 30, 202648,745,880 sh (Jun 30, 2026)
13G/AFMR LLC39,653,5777.7%New 5%+ stakeSep 30, 202633,528,155 sh (Jun 30, 2026)
13GVanguard Capital Management LLC26,107,6335.1%New 5%+ stakeSep 30, 202621,905,520 sh (Jun 30, 2026)
13G/ABlackRock, Inc.51,451,481
10.0% of class · Sep 30, 2026+3,574,138
48,745,880 sh (Jun 30, 2026)
13G/AFMR LLC39,653,577
7.7% of class · Sep 30, 2026New 5%+ stake
33,528,155 sh (Jun 30, 2026)
13GVanguard Capital Management LLC26,107,633
5.1% of class · Sep 30, 2026New 5%+ stake
21,905,520 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Principal Financial Group Inc16,365,458
0.2% of portfolio›$474.4M
Geode Capital Management, LLC10,083,480
0.0% of portfolio›$305.2M
Sumitomo Mitsui Trust Group, Inc.6,950,962
0.1% of portfolio›$201.5M
Amundi2,937,061
0.0% of portfolio›$85.1M
Bank of New York Mellon Corp2,723,354
0.0% of portfolio›$79.0M
Barclays PLC2,316,341
0.0% of portfolio›$67.2M
Zevenbergen Capital Investments LLC1,938,736
1.3% of portfolio›$56.2M
Congress Asset Management Co1,755,072
0.3% of portfolio›$50.9M
Dimensional Fund Advisors LP1,562,990
0.0% of portfolio›$45.3M
Citigroup Inc1,350,901
0.0% of portfolio›$39.2M
Deutsche Bank Ag\891,467
0.0% of portfolio›$25.8M
Retirement Systems of Alabama764,579
0.1% of portfolio›$22.2M
Great Point Wealth Advisors, LLC746,646
3.4% of portfolio›$21.6M
Assenagon Asset Management S.A.654,205
0.0% of portfolio›$19.0M
Mitsubishi UFJ Asset Management Co., Ltd.629,505
0.0% of portfolio›$18.2M
Russell Investments Group, Ltd.437,125
0.0% of portfolio›$12.7M
Terril Brothers, Inc.401,935
2.9% of portfolio›$11.7M
Maestria Partners LLC400,000
3.9% of portfolio›$11.6M
LPL Financial LLC383,123
0.0% of portfolio›$11.1M
Sara-Bay Financial382,822
2.9% of portfolio›$11.1M
Arkfeld Wealth Strategies, L.L.C.366,047
3.1% of portfolio›$11.2M
Allspring Global Investments Holdings, LLC358,363
0.0% of portfolio›$10.5M
Trek Financial, LLC341,186
0.5% of portfolio›$9.9M
State of Michigan Retirement System303,600
0.0% of portfolio›$8.8M
Riverbridge Partners LLC302,834
0.3% of portfolio›$8.8M
Wasatch Advisors LP291,776
0.1% of portfolio›$8.5M
New York State Teachers Retirement System277,782
0.0% of portfolio›$8.1K
Candriam S.C.A.272,659
0.0% of portfolio›$7.9M
Robeco Institutional Asset Management B.V.272,333
0.0% of portfolio›$7.9M
Westbourne Investment Advisors, Inc.268,333
2.1% of portfolio›$7.8M
Aware Super Pty Ltd as trustee of Aware Super253,331
0.1% of portfolio›$7.3M
ABN Amro Investment Solutions250,934
0.1% of portfolio›$7.3M
Glynn Capital Management LLC248,515
2.2% of portfolio›$7.2M
Amalgamated Bank240,526
0.0% of portfolio›$7.0K
Motley Fool Asset Management LLC232,589
0.3% of portfolio›$6.7M
Louisbourg Investments Inc.220,811
0.9% of portfolio›$4.9M
Asset Management One Co., Ltd.219,395
0.0% of portfolio›$6.4M
Mutual of America Capital Management LLC187,135
0.1% of portfolio›$5.4M
Nykredit A/S181,628
0.0% of portfolio›$5.3M
Convergence Investment Partners, LLC177,518
0.4% of portfolio›$5.1M
Pictet Asset Management Holding SA175,050
0.0% of portfolio›$5.1M
Fjarde Ap-Fonden TH Swedish National Pension Fund158,110
0.0% of portfolio›$4.6M
Lido Advisors, LLC155,652
0.0% of portfolio›$4.5M
LB Partners LLC155,000
2.9% of portfolio›$4.5M
State of New Jersey Common Pension Fund D154,815
0.0% of portfolio›$4.5M
Louisiana State Employees Retirement System152,700
0.1% of portfolio›$4.4M
OP Asset Management Ltd147,631
0.0% of portfolio›$4.3M
Creative Planning145,346
0.0% of portfolio›$4.2M
Thrivent Financial for Lutherans139,893
0.0% of portfolio›$4.1K
Mn Services Vermogensbeheer B.V.137,383
0.0% of portfolio›$4.0K
Thrive Capital Management, LLC136,796
0.7% of portfolio›$4.0M
Xponance LLC136,098
0.0% of portfolio›$3.9M
Hamilton Lane Advisors LLC134,164
2.2% of portfolio›$3.9M
Yousif Capital Management, LLC133,913
0.0% of portfolio›$3.9M
Arizona State Retirement System133,881
0.0% of portfolio›$3.9M
Asio Capital, LLC129,784
0.5% of portfolio›$3.8M
Fifth Third Bancorp123,172
0.0% of portfolio›$3.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS122,689
0.0% of portfolio›$3.6M
Generali Investments Towarzystwo Funduszy Inwestycyjnych115,000
1.2% of portfolio›$3.3M
Ellerson Group Inc114,950
2.2% of portfolio›$3.9M
LBP AM SA114,325
0.0% of portfolio›$3.3M
Udine Wealth Management, Inc.109,319
1.3% of portfolio›$3.2M
New Mexico Educational Retirement Board108,200
0.0% of portfolio›$3.1K
IFM Investors Pty Ltd107,615
0.0% of portfolio›$3.1M
Oregon Public Employees Retirement Fund106,500
0.0% of portfolio›$3.1M
DekaBank Deutsche Girozentrale101,836
0.0% of portfolio›$3.0K
Oppenheimer Asset Management Inc.101,472
0.0% of portfolio›$2.9M
Moran Wealth Management, LLC100,878
0.1% of portfolio›$2.9M
Commonwealth Equity Services, LLC99,147
0.0% of portfolio›$2.9M
SEB Asset Management AB98,646
0.0% of portfolio›$2.9M
KBC Group NV91,269
0.0% of portfolio›$2.6K
Daiwa Securities Group Inc.90,832
0.0% of portfolio›$2.6M
PensionDanmark Pensionsforsikringsaktieselskab90,241
0.0% of portfolio›$2.6M
Gateway Investment Advisers LLC88,698
0.0% of portfolio›$2.6M
D.A. Davidson & Co.86,440
0.0% of portfolio›$2.5M
Apollon Wealth Management, LLC85,286
0.0% of portfolio›$2.5M
Klein Pavlis & Peasley Financial, Inc.81,119
1.2% of portfolio›$2.4M
US Bancorp \de\78,573
0.0% of portfolio›$2.3M
Taylor Frigon Capital Management LLC78,136
1.2% of portfolio›$2.3M
Summit Place Financial Advisors, LLC76,300
1.0% of portfolio›$2.2M
Bouvel Investment Partners, LLC69,642
0.5% of portfolio›$2.0M
Baxter Bros Inc69,620
0.2% of portfolio›$2.0M
Fulcrum Asset Management LLP67,640
0.1% of portfolio›$2.1M
NIA Impact Advisors, LLC67,104
0.8% of portfolio›$1.9M
Choreo, LLC65,453
0.0% of portfolio›$1.9M
Mirador Capital Partners LP65,364
0.2% of portfolio›$1.9M
Harbor Capital Advisors, Inc.65,245
0.0% of portfolio›$1.9K
Beaumont Financial Advisors, LLC65,037
0.1% of portfolio›$1.9M
Royal Fund Management, LLC64,600
0.1% of portfolio›$1.9M
Davenport & Co LLC62,537
0.0% of portfolio›$1.8M
Chesley Taft & Associates LLC61,964
0.1% of portfolio›$1.8M
Eurizon Capital SGR S.p.A.60,445
0.0% of portfolio›$1.8M
Stableford Capital II LLC59,468
0.6% of portfolio›$1.7M
Park Avenue Securities LLC55,655
0.0% of portfolio›$1.6K
Lavelle Capital LP55,000
0.8% of portfolio›$1.6M
Wealth Enhancement Advisory Services, LLC53,392
0.0% of portfolio›$1.6M
Mainstream Capital Management LLC52,988
0.9% of portfolio›$1.5M
Swiss Life Asset Management Ltd51,483
0.0% of portfolio›$1.5M
Moody National Bank Trust Division50,298
0.1% of portfolio›$1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd49,807
0.0% of portfolio›$1.4M
State of Alaska, Department of Revenue48,689
0.0% of portfolio›$1.4K
American Capital Advisory, LLC48,330
0.5% of portfolio›$1.4M
WoodTrust Financial Corp47,550
0.0% of portfolio›$1.4K
BI Asset Management Fondsmaeglerselskab A/S47,256
0.0% of portfolio›$1.4K
Chapman Financial Group, LLC47,254
0.9% of portfolio›$1.4M
Oak Thistle LLC47,047
0.1% of portfolio›$1.4M
Fiduciary Financial Group, LLC46,771
0.2% of portfolio›$1.4M
Kestra Private Wealth Services, LLC46,454
0.0% of portfolio›$1.3M
TBH Global Asset Management, LLC44,274
0.2% of portfolio›$1.3M
Kampmann Melissa S.43,859
1.0% of portfolio›$1.3M
Greenwood Gearhart LLC42,740
0.1% of portfolio›$1.2M
Redmond Asset Management, LLC41,972
0.4% of portfolio›$1.2M
MacKenzie Financial Corp41,871
0.0% of portfolio›$1.2M
Keybank National Association40,960
0.0% of portfolio›$1.2M
PNC Financial Services Group, Inc.37,899
0.0% of portfolio›$1.1M
Swedbank AB37,839
0.0% of portfolio›$1.1M
Securian Asset Management, Inc37,759
0.0% of portfolio›$1.1M
Register Financial Advisors LLC37,605
0.3% of portfolio›$1.1M
Gulf International Bank (UK) Ltd35,179
0.0% of portfolio›$1.0K
Ascent Group, LLC34,259
0.0% of portfolio›$993.2K
Inspire Investing, LLC33,243
0.0% of portfolio›$963.7K
Azzad Asset Management Inc33,145
0.1% of portfolio›$960.9K
Hohimer Wealth Management, LLC32,136
0.1% of portfolio›$931.6K
S.A. Mason LLC31,945
0.3% of portfolio›$926.1K
Rakuten Investment Management, Inc.31,873
0.0% of portfolio›$970.9K
CenterBook Partners LP31,111
0.0% of portfolio›$901.9K
Values First Advisors, Inc.30,528
0.4% of portfolio›$885.0K
Lighthouse Financial Services Inc28,913
0.2% of portfolio›$838.2K
Maryland State Retirement & Pension System28,696
0.0% of portfolio›$831.9K
Fideuram Asset Management (Ireland) dac28,637
0.0% of portfolio›$869.7K
Kestra Advisory Services, LLC28,485
0.0% of portfolio›$825.8K
Wealthcare Advisory Partners LLC27,957
0.0% of portfolio›$810.5K
Cambridge Investment Research Advisors, Inc.27,042
0.0% of portfolio›$784
Markel Group Inc.27,000
0.0% of portfolio›$782.7K
Prosperity Financial Group, Inc.26,690
0.2% of portfolio›$773.7K
Silver Lake Advisory, LLC26,645
0.3% of portfolio›$772.4K
LVW Advisors, LLC25,961
0.1% of portfolio›$752.6K
Truist Financial Corp25,541
0.0% of portfolio›$740.4K
Aviance Capital Partners, LLC25,343
0.1% of portfolio›$734.7K
CIBC Asset Management Inc24,522
0.0% of portfolio›$710.9K
Brookstone Capital Management24,394
0.0% of portfolio›$707.2K
Legacy Advisors, LLC23,894
0.1% of portfolio›$692.7K
Perigon Wealth Management, LLC23,704
0.0% of portfolio›$687.2K
Tamar Securities, LLC23,361
0.1% of portfolio›$677.2K
Machina Capital S.A.S.23,007
0.1% of portfolio›$667.0K
Romano Brothers and Company22,888
0.1% of portfolio›$663.5K
Wealth Enhancement Trust Services, Inc.22,615
0.1% of portfolio›$655.6K
Angeles Wealth Management, LLC22,295
0.0% of portfolio›$646.3K
Farther Finance Advisors, LLC22,125
0.0% of portfolio›$641.4K
Metatron Capital Sicav plc - Metatron Long Term Equity Fund22,000
0.3% of portfolio›$637.8K
Catalyst Financial Partners LLC21,462
0.1% of portfolio›$622.2K
Brighton Jones LLC21,256
0.0% of portfolio›$616.2K
Arrow Financial Corp20,565
0.1% of portfolio›$596.2K
ProShare Advisors LLC20,158
0.0% of portfolio›$584.4K
Atria Investments, Inc19,512
0.0% of portfolio›$565.7K
Hennion & Walsh Asset Management, Inc.19,465
0.0% of portfolio›$564.3K
HB Wealth Management, LLC19,340
0.0% of portfolio›$560.7K
Vise Technologies, Inc.18,578
0.0% of portfolio›$538.6K
J2 Capital Management Inc18,515
0.3% of portfolio›$536.8K
Cherry Creek Investment Advisors, Inc.18,487
0.2% of portfolio›$535.9K
Total Wealth Planning & Management, Inc.17,830
0.4% of portfolio›$516.9K
Capital Investment Counsel, Inc17,800
0.1% of portfolio›$516.0K
Pinnacle Associates LTD17,688
0.0% of portfolio›$512.8K
Alps Advisors Inc17,430
0.0% of portfolio›$505.3K
E. Ohman J:or Asset Management AB17,400
0.0% of portfolio›$504.4K
Quadrant Capital Group LLC17,073
0.0% of portfolio›$527.4K
Whalen Wealth Management Inc.17,024
0.2% of portfolio›$493.5K
Elevation Wealth Partners, LLC17,018
0.1% of portfolio›$493.4K
Enhancing Capital LLC16,847
0.3% of portfolio›$488.4K
Investment Management Corp16,286
0.4% of portfolio›$472.1K
Concurrent Investment Advisors, LLC16,256
0.0% of portfolio›$471.3K
UniSuper Management Pty Ltd16,067
0.0% of portfolio›$465.8K
Crossmark Global Holdings, Inc.15,703
0.0% of portfolio›$455.2K
Fifth Third Wealth Advisors LLC15,426
0.0% of portfolio›$447.2K
Chicago Capital, LLC15,279
0.0% of portfolio›$442.9K
Wynn Capital, LLC15,160
0.2% of portfolio›$439.5K
Avondale Wealth Management15,124
0.2% of portfolio›$438.4K
OFI Invest Asset Management14,872
0.0% of portfolio›$379.6K
BAM Wealth Management, LLC14,774
0.2% of portfolio›$428.3K
North Dakota State Investment Board14,595
0.0% of portfolio›$423.1K
Unified Investment Management14,558
0.4% of portfolio›$422.0K
Ritholtz Wealth Management14,281
0.0% of portfolio›$414.0K
Clearstead Advisors, LLC13,780
0.0% of portfolio›$399.5K
Vontobel Holding Ltd.13,541
0.0% of portfolio›$392.6K
Human Investing LLC13,406
0.0% of portfolio›$388.6K
Strs Ohio13,284
0.0% of portfolio›$385.1K
Bank Julius Baer & Co. Ltd, Zurich13,199
0.0% of portfolio›$388.4K
Larson Financial Group LLC13,110
0.0% of portfolio›$380.1K
Praxis Investment Management Inc13,054
0.0% of portfolio›$378
Carlson Financial, Inc.12,968
0.2% of portfolio›$376.0K
Legacy Wealth Asset Management, LLC12,953
0.1% of portfolio›$375.5K
Canvas Wealth Advisors, LLC12,923
0.1% of portfolio›$407.1K
J. Safra Sarasin Holding AG12,909
0.0% of portfolio›$374.2K
Signaturefd, LLC12,661
0.0% of portfolio›$367.0K
IFP Advisors, Inc12,537
0.0% of portfolio›$363.4K
MGO One Seven LLC12,378
0.0% of portfolio›$358.8K
Gamma Investing LLC12,224
0.0% of portfolio›$354.4K
Cascade Investment Group, Inc.11,889
0.2% of portfolio›$344.7K
B. Metzler seel. Sohn & Co. AG11,875
0.0% of portfolio›$344.3K
Norden Group LLC11,720
0.0% of portfolio›$339.8K
Cravens & Co Advisors, LLC11,560
0.2% of portfolio›$335.1K
Prime Capital Investment Advisors, LLC11,513
0.0% of portfolio›$333.8K
Asahi Life Asset Management Co., Ltd.11,447
0.2% of portfolio›$331.8K
Tortuga Wealth Management, Inc11,350
0.2% of portfolio›$329.0K
Profund Advisors LLC11,226
0.0% of portfolio›$325.4K
Independent Financial Group, LLC11,201
0.0% of portfolio›$324.7K
Americana Partners, LLC11,086
0.0% of portfolio›$321.4K
Promethium Advisors,llc10,570
0.2% of portfolio›$306.4K
Blossom Wealth Management10,400
0.4% of portfolio›$301.5K
State of Wyoming10,317
0.0% of portfolio›$299.1K
Flagship Harbor Advisors, LLC10,134
0.0% of portfolio›$293.8K
Verdence Capital Advisors LLC9,962
0.0% of portfolio›$288.8K
Seamount Financial Group Inc9,841
0.1% of portfolio›$285.3K
Evanson Financial, LLC9,667
0.0% of portfolio›$280.2K
Savant Capital, LLC9,566
0.0% of portfolio›$277.3K
AlphaCore Capital LLC9,510
0.0% of portfolio›$275.7K
Yorktown Management & Research Co Inc9,400
0.2% of portfolio›$272.5K
Bokf, NA8,974
0.0% of portfolio›$260.2K
Portside Wealth Group, LLC8,948
0.0% of portfolio›$259.4K
Independent Wealth Network Inc.8,887
0.1% of portfolio›$257.6K
Graetz Wealth LLC8,771
0.2% of portfolio›$254.3K
Elevation Point Wealth Partners, LLC8,744
0.0% of portfolio›$253.5K
Achmea Investment Management B.V.8,700
0.0% of portfolio›$252.4K
Granville Capital, Inc.8,553
0.1% of portfolio›$248.0K
1620 Investment Advisors, Inc.8,506
0.2% of portfolio›$246.6K
Ethic Inc.8,484
0.0% of portfolio›$246.0K
Frank, Rimerman Advisors LLC8,263
0.0% of portfolio›$239.5K
Assetmark, Inc8,155
0.0% of portfolio›$236.4K
111 Capital8,083
0.0% of portfolio›$234.3K
Secure Asset Management, LLC8,072
0.0% of portfolio›$234.0K
Trinity Financial Advisors LLC8,008
0.1% of portfolio›$232.2K
Robertson Stephens Wealth Management, LLC7,988
0.0% of portfolio›$231.6K
Valeo Financial Advisors, LLC7,922
0.0% of portfolio›$229.7K
International Assets Investment Management, LLC7,835
0.0% of portfolio›$229.0K
Signal Advisors Wealth, LLC7,757
0.0% of portfolio›$224.9K
Aries Wealth Management7,710
0.0% of portfolio›$223.5K
Ballast, Inc.7,702
0.0% of portfolio›$223.3K
Marks Group Wealth Management, Inc7,693
0.0% of portfolio›$223.0K
Simplex Trading, LLC7,687
0.0% of portfolio›$222.8K
Net Worth Advisory Group7,584
0.1% of portfolio›$221.7K
Third View Private Wealth, LLC7,543
0.0% of portfolio›$218.7K
Compound Planning, Inc.7,456
0.0% of portfolio›$216.2K
Stonekeep Investments, LLC7,367
0.1% of portfolio›$213.6K
OpenArc Corporate Advisory, LLC7,277
0.0% of portfolio›$211.0K
Avior Wealth Management, LLC7,203
0.0% of portfolio›$208.8K
Mindset Wealth Management, LLC7,106
0.0% of portfolio›$206.0K
Brindle & Bay Financial Advisors, LLC7,040
0.1% of portfolio›$204.1K
B. Riley Wealth Advisors, Inc.6,992
0.0% of portfolio›$202.7K
Chicago Partners Investment Group LLC6,582
0.0% of portfolio›$215.3K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna6,500
0.1% of portfolio›$188.4K
Ag2r LA Mondiale Gestion D'actifs6,184
0.0% of portfolio›$179.3K
UMB Bank, n.a.5,890
0.0% of portfolio›$170.8K
MeadowBrook Investment Advisors LLC5,795
0.2% of portfolio›$193.7K
Parkside Financial Bank & Trust5,644
0.0% of portfolio›$163.6K
Hickory Point Bank & Trust5,500
0.1% of portfolio›$159.4K
Harbor Investment Advisory, LLC5,458
0.0% of portfolio›$158.2K
Allworth Financial LP5,267
0.0% of portfolio›$146.5K
Exchange Traded Concepts, LLC5,049
0.0% of portfolio›$146.4K
Hurley Capital, LLC5,042
0.1% of portfolio›$146.2K
North Star Investment Management Corp.4,971
0.0% of portfolio›$144.1K
Parallel Advisors, LLC4,785
0.0% of portfolio›$138.7K
Covestor Ltd4,664
0.0% of portfolio›$135
Wilmington Savings Fund Society, FSB4,343
0.0% of portfolio›$125.9K
Bayforest Capital Ltd4,222
0.2% of portfolio›$122.4K
Nisa Investment Advisors, LLC4,160
0.0% of portfolio›$120.6K
CX Institutional3,864
0.0% of portfolio›$112
Toth Financial Advisory Corp3,561
0.0% of portfolio›$103.2K
Montag A & Associates Inc3,407
0.0% of portfolio›$98.8K
Putney Financial Group LLC3,308
0.1% of portfolio›$95.9K
Summit Securities Group LLC3,287
0.0% of portfolio›$95.3K
Wolff Wiese Magana LLC3,025
0.0% of portfolio›$87.7K
Versant Capital Management, Inc2,973
0.0% of portfolio›$86.2K
Livforsakringsbolaget Skandia, Omsesidigt2,900
0.0% of portfolio›$84.1K
EverSource Wealth Advisors, LLC2,890
0.0% of portfolio›$83.8K
GK Wealth Management LLC2,719
0.0% of portfolio›$78.8K
Heritage Family Offices, LLP2,579
0.0% of portfolio›$74.8K
Elyxium Wealth, LLC2,520
0.0% of portfolio›$73.1K
Triumph Capital Management2,278
0.0% of portfolio›$66.0K
Your Advocates Ltd., LLP2,000
0.0% of portfolio›$58.0K
GHP Investment Advisors, Inc.2,000
0.0% of portfolio›$58.0K
Caitong International Asset Management Co., Ltd1,893
0.0% of portfolio›$54.9K
Leonteq Securities AG1,828
0.0% of portfolio›$53.0K
SBI Securities Co., Ltd.1,815
0.0% of portfolio›$53.0K
Central Trust Co1,649
0.0% of portfolio›$47.8K
Canton Hathaway, LLC1,534
0.0% of portfolio›$44.5K
Proathlete Wealth Management LLC1,513
0.0% of portfolio›$43.9K
Financial Consulate, Inc1,509
0.0% of portfolio›$43.7K
Abound Wealth Management1,508
0.0% of portfolio›$43.7K
Pioneer Family Office, LLC1,500
0.0% of portfolio›$43.5K
Meriwether Wealth & Planning, LLC1,450
0.0% of portfolio›$42.0K
High Note Wealth, LLC1,277
0.0% of portfolio›$37.0K
Piscataqua Savings Bank1,200
0.0% of portfolio›$34.8K
University of Texas S AM Investment Management Co1,200
0.0% of portfolio›$34.8K
Mirae Asset Global Investments Co., Ltd.1,115
0.0% of portfolio›$32.3K
TD Private Client Wealth LLC1,095
0.0% of portfolio›$31.7K
Sterling Capital Management LLC1,087
0.0% of portfolio›$31.5K
Nemes Rush Group LLC1,000
0.0% of portfolio›$29.0K
CoreCap Advisors, LLC890
0.0% of portfolio›$25.8K
Armstrong Advisory Group, Inc888
0.0% of portfolio›$25.7K
Spire Wealth Management881
0.0% of portfolio›$25.5K
Avion Wealth841
0.0% of portfolio›$24
First Command Advisory Services, Inc.665
0.0% of portfolio›$19.3K
Vestor Capital, LLC660
0.0% of portfolio›$168
Eastern Bank650
0.0% of portfolio›$18.8K
ASR Vermogensbeheer N.V.603
0.0% of portfolio›$17.5K
Rothwell Investment Advisors, LLC530
0.0% of portfolio›$15.4K
Root Financial Partners, LLC523
0.0% of portfolio›$15.2K
Ascentis Independent Advisors502
0.0% of portfolio›$14.6K
Cassaday & Co Wealth Management LLC500
0.0% of portfolio›$14.5K
Lanark Financial, Inc.475
0.0% of portfolio›$13.8K
City State Bank470
0.0% of portfolio›$13.6K
Finley Financial, LLC469
0.0% of portfolio›$13.7K
WPG Advisers, LLC467
0.0% of portfolio›$13.5K
Rakuten Securities, Inc.418
0.0% of portfolio›$12.1K
Zions Bancorporation, National Association411
0.0% of portfolio›$11.9K
Glass Jacobson Investment Advisors llc400
0.0% of portfolio›$11.6K
MassMutual Private Wealth & Trust, FSB376
0.0% of portfolio›$10.9K
TD Waterhouse Canada Inc.375
0.0% of portfolio›$11.0K
Farmers & Merchants Investments Inc350
0.0% of portfolio›$10.1K
James T. Borello RIA331
0.0% of portfolio›$9.6K
Raiffeisen Bank International AG316
0.0% of portfolio›$9.6K
Coston, McIsaac & Partners300
0.0% of portfolio›$8.7K
Torren Management, LLC300
0.0% of portfolio›$8.7K
Provenance Wealth Advisors, LLC295
0.0% of portfolio›$8.6K
SJS Investment Consulting Inc.293
0.0% of portfolio›$8.5K
Brown, Lisle Ings, Inc.281
0.0% of portfolio›$8.1K
Golden State Wealth Management, LLC265
0.0% of portfolio›$7.7K
Rossby Financial, LCC254
0.0% of portfolio›$7.4K
Mather Group, Llc.234
0.0% of portfolio›$6.8K
Asset Dedication, LLC217
0.0% of portfolio›$6.3K
Blue Trust, Inc.212
0.0% of portfolio›$6.1K
Daytona Street Capital LLC200
0.0% of portfolio›$5.8K
Financial Perspectives, Inc200
0.0% of portfolio›$5.8K
Blume Capital Management, Inc.200
0.0% of portfolio›$5.8K
Pension & Wealth Management Advisors, Inc.196
0.0% of portfolio›$5.7K
Grove Bank & Trust184
0.0% of portfolio›$5.3K
Cromwell Holdings LLC161
0.0% of portfolio›$4.7K
Jacobi Capital Management LLC156
0.0% of portfolio›$4.5K
Arlington Trust Co LLC153
0.0% of portfolio›$4.4K
Hilton Head Capital Partners, LLC150
0.0% of portfolio›$4.3K
Morton Brown Family Wealth, LLC150
0.0% of portfolio›$4.3K
Retirement Wealth Solutions LLC133
0.0% of portfolio›$3.9K
Essential Partners LLC129
0.0% of portfolio›$3.7K
Cullen T Bankers, Inc.122
0.0% of portfolio›$3.5K
Bell Investment Advisors, Inc116
0.0% of portfolio›$3.4K
Latitude Advisors, LLC110
0.0% of portfolio›$3.2K
Physician Wealth Advisors, Inc.107
0.0% of portfolio›$3.1K
Westside Investment Management, Inc.100
0.0% of portfolio›$2.9K
Financial Network Wealth Advisors LLC100
0.0% of portfolio›$2.9K
Lodestone Wealth Management LLC96
0.0% of portfolio›$2.8K
Pinnacle Wealth Planning Services, Inc.93
0.0% of portfolio›$2.7K
Vision Financial Markets LLC85
0.0% of portfolio›$2.5K
Silver Grove Financial Group, Inc.72
0.0% of portfolio›$2.1K
Planning Strategies Inc.70
0.0% of portfolio›$2.0K
True Wealth Design, LLC69
0.0% of portfolio›$2.0K
Balance Wealth Partners LLC69
0.0% of portfolio›$2.0K
Valley National Advisers Inc64
0.0% of portfolio›$1.9K
Bayban62
0.0% of portfolio›$1.7K
Hazlett, Burt & Watson, Inc.60
0.0% of portfolio›$2
Winch Advisory Services, LLC59
0.0% of portfolio›$1.7K
Smallwood Wealth Investment Management, LLC58
0.0% of portfolio›$1.7K
Marquette Asset Management, LLC57
0.0% of portfolio›$1.7K
West Paces Advisors Inc.52
0.0% of portfolio›$1.5K
JFS Wealth Advisors, LLC50
0.0% of portfolio›$1.5K
Investment Research & Advisory Group, Inc.49
0.0% of portfolio›$1.4K
Highline Wealth Partners LLC48
0.0% of portfolio›$1.4K
Three Bridge Wealth Advisors, LLC42
0.0% of portfolio›$1.2K
Owl Creek Wealth Partners LLC40
0.0% of portfolio›$1.2K
Sawyer & Company, Inc35
0.0% of portfolio›$1.0K
Barnes Dennig Private Wealth Management LLC33
0.0% of portfolio›$957
Signature Equity Partners, LLC32
0.0% of portfolio›$928
Hughes Financial Services, LLC29
0.0% of portfolio›$914
Albion Financial Group28
0.0% of portfolio›$822
Creative Financial Designs Inc26
0.0% of portfolio›$754
Bare Financial Services, Inc24
0.0% of portfolio›$696
Private Trust Co NA24
0.0% of portfolio›$696
Cedar Mountain Advisors, LLC21
0.0% of portfolio›$609
Burk Holdings LLC21
0.0% of portfolio›$609
Fairscale Capital, LLC16
0.0% of portfolio›$507
MV Capital Management, Inc.16
0.0% of portfolio›$464
Salomon & Ludwin, LLC16
0.0% of portfolio›$464
Financial Freedom, LLC15
0.0% of portfolio›$435
Davis Capital Management14
0.0% of portfolio›$406
Birchwood Financial Partners, Inc.13
0.0% of portfolio›$377
Align Financial, LLC12
0.0% of portfolio›$348
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$348
Mascoma Wealth Management LLC11
0.0% of portfolio›$319
Quaker Wealth Management, LLC11
0.0% of portfolio›$319
Godsey & Gibb, Inc10
0.0% of portfolio›$290
Breakwater Investment Management10
0.0% of portfolio›$290
Birch Financial Group, LLC9
0.0% of portfolio›$265
Concord Wealth Partners8
0.0% of portfolio›$232
Manchester Capital Management LLC5
0.0% of portfolio›$145
IMG Wealth Management, Inc.4
0.0% of portfolio›$116
Gilpin Wealth Management, LLC4
0.0% of portfolio›$116
Bfsg, LLC3
0.0% of portfolio›$87
First Bancorp, Inc3
0.0% of portfolio›$87
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Principal Financial Group Inc
16,365,458$474.4M0.2%CoreLowDes Moines, IA2026-11-02
Geode Capital Management, LLC
10,083,480$305.2M0.0%IndexVery LowBoston, MA2026-11-06
Sumitomo Mitsui Trust Group, Inc.
6,950,962$201.5M0.1%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Amundi
2,937,061$85.1M0.0%CoreMediumParis, India2026-11-06
Bank of New York Mellon Corp
2,723,354$79.0M0.0%CoreLowNew York, NY2026-11-05
Barclays PLC
2,316,341$67.2M0.0%CoreMediumLondon, United Kingdom2026-11-06
Zevenbergen Capital Investments LLC
1,938,736$56.2M1.3%Agg GrowthMediumEdmonds, WA2026-10-08
Congress Asset Management Co
1,755,072$50.9M0.3%GrowthMediumBoston, MA2026-10-06
Dimensional Fund Advisors LP
1,562,990$45.3M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
1,350,901$39.2M0.0%CoreMediumNew York, NY2026-11-04
Deutsche Bank Ag\
891,467$25.8M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Retirement Systems of Alabama
764,579$22.2M0.1%IndexLowMontgomery, AL2026-11-04
Great Point Wealth Advisors, LLC
746,646$21.6M3.4%ETFVery LowBoston, MA2026-10-15
Assenagon Asset Management S.A.
654,205$19.0M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
629,505$18.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
Russell Investments Group, Ltd.
437,125$12.7M0.0%CoreLowSeattle, WA2026-11-06
Terril Brothers, Inc.
401,935$11.7M2.9%Deep ValueLowSt. Louis, MO2026-11-06
Maestria Partners LLC
400,000$11.6M3.9%GARPLowAtlanta, GA2026-10-22
LPL Financial LLC
383,123$11.1M0.0%IndexVery LowFort Mill, SC2026-11-06
Sara-Bay Financial
382,822$11.1M2.9%MomentumLowSarasota, FL2026-10-21
Arkfeld Wealth Strategies, L.L.C.
366,047$11.2M3.1%ValueLowOmaha, NE2026-10-19
Allspring Global Investments Holdings, LLC
358,363$10.5M0.0%CoreMediumCharlotte, NC2026-11-04
Trek Financial, LLC
341,186$9.9M0.5%ETFHighScottsdale, AZ2026-10-29
State of Michigan Retirement System
303,600$8.8M0.0%IndexLowEast Lansing, MI2026-10-27
Riverbridge Partners LLC
302,834$8.8M0.3%GrowthLowMinneapolis, MN2026-11-05
Wasatch Advisors LP
291,776$8.5M0.1%GARPMediumSalt Lake City, UT2026-10-13
New York State Teachers Retirement System
277,782$8.1K0.0%CoreVery LowAlbany, NY2026-10-22
Candriam S.C.A.
272,659$7.9M0.0%GrowthMediumStrassen, Netherlands2026-11-03
Robeco Institutional Asset Management B.V.
272,333$7.9M0.0%CoreMediumRotterdam, Philippines2026-10-20
Westbourne Investment Advisors, Inc.
268,333$7.8M2.1%GARPLowAnnapolis, MD2026-10-20
Aware Super Pty Ltd as trustee of Aware Super
253,331$7.3M0.1%GrowthMediumSydney, China2026-10-30
ABN Amro Investment Solutions
250,934$7.3M0.1%GrowthLowParis Cedex 008, India2026-10-21
Glynn Capital Management LLC
248,515$7.2M2.2%Agg GrowthHighMenlo Park, CA2026-10-07
Amalgamated Bank
240,526$7.0K0.0%CoreVery LowNew York, NY2026-10-23
Motley Fool Asset Management LLC
232,589$6.7M0.3%GrowthMediumAlexandria, VA2026-10-27
Louisbourg Investments Inc.
220,811$4.9M0.9%GARPMediumDieppe, Armenia2026-10-20
Asset Management One Co., Ltd.
219,395$6.4M0.0%IndexVery LowTokyo, Mexico2026-10-27
Mutual of America Capital Management LLC
187,135$5.4M0.1%IndexLowNew York, NY2026-10-23
Nykredit A/S
181,628$5.3M0.0%CoreN/ANordhavn, Greece2026-11-06
Convergence Investment Partners, LLC
177,518$5.1M0.4%GARPHighPalm Beach Gardens, FL2026-10-28
Pictet Asset Management Holding SA
175,050$5.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
158,110$4.6M0.0%GrowthLowStockholm, Sweden2026-10-15
Lido Advisors, LLC
155,652$4.5M0.0%GrowthLowLos Angeles, CA2026-11-04
LB Partners LLC
155,000$4.5M2.9%ValueMediumCharlottesville, VA2026-11-05
State of New Jersey Common Pension Fund D
154,815$4.5M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
152,700$4.4M0.1%IndexLowBaton Rouge, LA2026-10-20
OP Asset Management Ltd
147,631$4.3M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Creative Planning
145,346$4.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Thrivent Financial for Lutherans
139,893$4.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Mn Services Vermogensbeheer B.V.
137,383$4.0K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Thrive Capital Management, LLC
136,796$4.0M0.7%CoreMediumFort Washington, PA2026-10-28
Xponance LLC
136,098$3.9M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Hamilton Lane Advisors LLC
134,164$3.9M2.2%YieldMediumConshohocken, PA2026-10-21
Yousif Capital Management, LLC
133,913$3.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
133,881$3.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Asio Capital, LLC
129,784$3.8M0.5%GrowthMediumLexington, KY2026-10-19
Fifth Third Bancorp
123,172$3.6M0.0%IndexVery LowCincinnati, OH2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
122,689$3.6M0.0%CoreLowHarrisburg, PA2026-11-03
Generali Investments Towarzystwo Funduszy Inwestycyjnych
115,000$3.3M1.2%GrowthMediumWarsaw, Russia2026-11-06
Ellerson Group Inc
114,950$3.9M2.2%GrowthLowAnnapolis, MD2026-11-04
LBP AM SA
114,325$3.3M0.0%GrowthMediumParis, India2026-11-06
Udine Wealth Management, Inc.
109,319$3.2M1.3%GrowthMediumBoca Raton, FL2026-10-23
New Mexico Educational Retirement Board
108,200$3.1K0.0%IndexVery LowSanta Fe, NM2026-11-05
IFM Investors Pty Ltd
107,615$3.1M0.0%IndexVery LowMelbourne, China2026-10-14
Oregon Public Employees Retirement Fund
106,500$3.1M0.0%IndexVery LowTigard, OR2026-10-30
DekaBank Deutsche Girozentrale
101,836$3.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Oppenheimer Asset Management Inc.
101,472$2.9M0.0%CoreMediumNew York, NY2026-10-27
Moran Wealth Management, LLC
100,878$2.9M0.1%CoreMediumNaples, FL2026-10-22
Commonwealth Equity Services, LLC
99,147$2.9M0.0%ETFLowWaltham, MA2026-11-02
SEB Asset Management AB
98,646$2.9M0.0%CoreN/AStockholm, Sweden2026-11-04
KBC Group NV
91,269$2.6K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Daiwa Securities Group Inc.
90,832$2.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab
90,241$2.6M0.0%IndexLowCopenhagen O, Greece2026-10-19
Gateway Investment Advisers LLC
88,698$2.6M0.0%GrowthLowCincinnati, OH2026-10-13
D.A. Davidson & Co.
86,440$2.5M0.0%CoreLowGreat Falls, MT2026-10-28
Apollon Wealth Management, LLC
85,286$2.5M0.0%GrowthLowMount Pleasant, SC2026-10-23
Klein Pavlis & Peasley Financial, Inc.
81,119$2.4M1.2%ValueMediumIrvine, CA2026-10-13
US Bancorp \de\
78,573$2.3M0.0%IndexLowMinneapolis, MN2026-11-05
Taylor Frigon Capital Management LLC
78,136$2.3M1.2%GrowthMediumScottsdale, AZ2026-10-23
Summit Place Financial Advisors, LLC
76,300$2.2M1.0%CoreMediumSummit, NJ2026-10-23
Bouvel Investment Partners, LLC
69,642$2.0M0.5%Agg GrowthMediumPhoenixville, PA2026-10-13
Baxter Bros Inc
69,620$2.0M0.2%CoreLowRiverside, CT2026-11-04
Fulcrum Asset Management LLP
67,640$2.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
NIA Impact Advisors, LLC
67,104$1.9M0.8%CoreMediumOakland, CA2026-11-04
Choreo, LLC
65,453$1.9M0.0%IndexLowRockford, IL2026-10-28
Mirador Capital Partners LP
65,364$1.9M0.2%GrowthMediumPleasanton, CA2026-10-09
Harbor Capital Advisors, Inc.
65,245$1.9K0.0%ValueHighChicago, IL2026-10-22
Beaumont Financial Advisors, LLC
65,037$1.9M0.1%GrowthMediumNeedham, MA2026-10-22
Royal Fund Management, LLC
64,600$1.9M0.1%GrowthMediumLady Lake, FL2026-10-22
Davenport & Co LLC
62,537$1.8M0.0%CoreMediumRichmond, VA2026-10-14
Chesley Taft & Associates LLC
61,964$1.8M0.1%CoreLowChicago, IL2026-10-13
Eurizon Capital SGR S.p.A.
60,445$1.8M0.0%CoreMediumMilan, Latvia2026-11-06
Stableford Capital II LLC
59,468$1.7M0.6%CoreHighScottsdale, AZ2026-10-09
Park Avenue Securities LLC
55,655$1.6K0.0%ETFMediumNew York, NY2026-10-26
Lavelle Capital LP
55,000$1.6M0.8%GrowthHighSan Francisco, CA2026-11-03
Wealth Enhancement Advisory Services, LLC
53,392$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Mainstream Capital Management LLC
52,988$1.5M0.9%GrowthLowLos Angeles, CA2026-10-23
Swiss Life Asset Management Ltd
51,483$1.5M0.0%CoreLowZurich, Switzerland2026-11-03
Moody National Bank Trust Division
50,298$1.5M0.1%CoreMediumGalveston, TX2026-10-06
Sumitomo Mitsui DS Asset Management Company, Ltd
49,807$1.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
State of Alaska, Department of Revenue
48,689$1.4K0.0%CoreVery LowJuneau, AK2026-10-15
American Capital Advisory, LLC
48,330$1.4M0.5%ETFLowKetchum, ID2026-10-28
WoodTrust Financial Corp
47,550$1.4K0.0%CoreLowWisconsin Rapids, WI2026-10-09
BI Asset Management Fondsmaeglerselskab A/S
47,256$1.4K0.0%CoreMediumKobenhavn, Greece2026-10-22
Chapman Financial Group, LLC
47,254$1.4M0.9%CoreVery LowHonolulu, HI2026-10-26
Oak Thistle LLC
47,047$1.4M0.1%ValueVery HighNew York, NY2026-10-21
Fiduciary Financial Group, LLC
46,771$1.4M0.2%ETFLowSan Rafael, CA2026-10-13
Kestra Private Wealth Services, LLC
46,454$1.3M0.0%GrowthLowAustin, TX2026-11-06
TBH Global Asset Management, LLC
44,274$1.3M0.2%CoreHighBrentwood, TN2026-11-03
Kampmann Melissa S.
43,859$1.3M1.0%GrowthLowWausau, WI2026-10-28
Greenwood Gearhart LLC
42,740$1.2M0.1%ETFLowFayetteville, AR2026-11-02
Redmond Asset Management, LLC
41,972$1.2M0.4%CoreLowHenrico, VA2026-10-27
MacKenzie Financial Corp
41,871$1.2M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Keybank National Association
40,960$1.2M0.0%CoreLowBrooklyn, OH2026-11-04
PNC Financial Services Group, Inc.
37,899$1.1M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Swedbank AB
37,839$1.1M0.0%GrowthLowStockholm, Sweden2026-10-27
Securian Asset Management, Inc
37,759$1.1M0.0%IndexLowSt Paul, MN2026-11-06
Register Financial Advisors LLC
37,605$1.1M0.3%GARPLowAtlanta, GA2026-10-23
Gulf International Bank (UK) Ltd
35,179$1.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Ascent Group, LLC
34,259$993.2K0.0%CoreLowVirginia Beach, VA2026-10-30
Inspire Investing, LLC
33,243$963.7K0.0%GARPHighMeridian, ID2026-10-22
Azzad Asset Management Inc
33,145$960.9K0.1%GrowthMediumFalls Church, VA2026-11-04
Hohimer Wealth Management, LLC
32,136$931.6K0.1%CoreHighSeattle, WA2026-11-04
S.A. Mason LLC
31,945$926.1K0.3%GrowthVery LowHolland, MI2026-10-13
Rakuten Investment Management, Inc.
31,873$970.9K0.0%ETFMediumTokyo, Mexico2026-10-30
CenterBook Partners LP
31,111$901.9K0.0%ValueVery HighGreenwich, CT2026-11-02
Values First Advisors, Inc.
30,528$885.0K0.4%CoreMediumJohnson City, TN2026-10-23
Lighthouse Financial Services Inc
28,913$838.2K0.2%ETFVery LowBrea, CA2026-11-02
Maryland State Retirement & Pension System
28,696$831.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Fideuram Asset Management (Ireland) dac
28,637$869.7K0.0%CoreHighDublin 1, Lithuania2026-10-29
Kestra Advisory Services, LLC
28,485$825.8K0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
27,957$810.5K0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
27,042$7840.0%ETFLowFairfield, IA2026-11-02
Markel Group Inc.
27,000$782.7K0.0%CoreVery LowGlen Allen, VA2026-10-30
Prosperity Financial Group, Inc.
26,690$773.7K0.2%GrowthMediumSan Ramon, CA2026-10-29
Silver Lake Advisory, LLC
26,645$772.4K0.3%CoreLowCottonwood Heights, UT2026-10-22
LVW Advisors, LLC
25,961$752.6K0.1%CoreMediumPittsford, NY2026-10-19
Truist Financial Corp
25,541$740.4K0.0%CoreLowCharlotte, NC2026-10-30
Aviance Capital Partners, LLC
25,343$734.7K0.1%CoreLowNaples, FL2026-10-29
CIBC Asset Management Inc
24,522$710.9K0.0%GARPLowToronto, South Africa2026-11-05
Brookstone Capital Management
24,394$707.2K0.0%ETFMediumWheaton, IL2026-10-22
Legacy Advisors, LLC
23,894$692.7K0.1%ETFLowPlymouth Meeting, PA2026-10-19
Perigon Wealth Management, LLC
23,704$687.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Tamar Securities, LLC
23,361$677.2K0.1%CoreLowWoodland Hills, CA2026-11-03
Machina Capital S.A.S.
23,007$667.0K0.1%ValueVery HighParis, India2026-11-05
Romano Brothers and Company
22,888$663.5K0.1%CoreLowEvanston, IL2026-10-22
Wealth Enhancement Trust Services, Inc.
22,615$655.6K0.1%GrowthMediumSioux Falls, SD2026-10-07
Angeles Wealth Management, LLC
22,295$646.3K0.0%ETFLowSanta Monica, CA2026-10-26
Farther Finance Advisors, LLC
22,125$641.4K0.0%IndexLowSan Francisco, CA2026-10-08
Metatron Capital Sicav plc - Metatron Long Term Equity Fund
22,000$637.8K0.3%GrowthN/ABirkirkara, O12026-11-04
Catalyst Financial Partners LLC
21,462$622.2K0.1%CoreLowBoston, MA2026-11-06
Brighton Jones LLC
21,256$616.2K0.0%CoreVery LowSeattle, WA2026-11-03
Arrow Financial Corp
20,565$596.2K0.1%ETFLowGlens Falls, NY2026-10-26
ProShare Advisors LLC
20,158$584.4K0.0%GrowthLowBethesda, MD2026-10-29
Atria Investments, Inc
19,512$565.7K0.0%CoreMediumCharlotte, NC2026-10-15
Hennion & Walsh Asset Management, Inc.
19,465$564.3K0.0%ValueMediumParsippany, NJ2026-10-13
HB Wealth Management, LLC
19,340$560.7K0.0%IndexVery LowAtlanta, GA2026-10-23
Vise Technologies, Inc.
18,578$538.6K0.0%IndexLowNew York, NY2026-10-29
J2 Capital Management Inc
18,515$536.8K0.3%ETFHighTroy, MI2026-10-19
Cherry Creek Investment Advisors, Inc.
18,487$535.9K0.2%GrowthLowEnglewood, CO2026-10-14
Total Wealth Planning & Management, Inc.
17,830$516.9K0.4%CoreMediumPonte Vedra Beach, FL2026-10-23
Capital Investment Counsel, Inc
17,800$516.0K0.1%GrowthVery LowRaleigh, NC2026-10-20
Pinnacle Associates LTD
17,688$512.8K0.0%CoreLowNew York, NY2026-10-20
Alps Advisors Inc
17,430$505.3K0.0%YieldLowDenver, CO2026-11-03
E. Ohman J:or Asset Management AB
17,400$504.4K0.0%GrowthMediumStockholm, Sweden2026-10-22
Quadrant Capital Group LLC
17,073$527.4K0.0%CoreLowCincinnati, OH2026-10-20
Whalen Wealth Management Inc.
17,024$493.5K0.2%GrowthHighLas Vegas, NV2026-10-08
Elevation Wealth Partners, LLC
17,018$493.4K0.1%ETFLowWalnut Creek, CA2026-10-07
Enhancing Capital LLC
16,847$488.4K0.3%CoreVery LowHarrisburg, PA2026-10-26
Investment Management Corp
16,286$472.1K0.4%ETFMediumRoanoke, VA2026-11-03
Concurrent Investment Advisors, LLC
16,256$471.3K0.0%GrowthMediumTampa, FL2026-10-16
UniSuper Management Pty Ltd
16,067$465.8K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Crossmark Global Holdings, Inc.
15,703$455.2K0.0%GARPMediumHouston, TX2026-10-21
Fifth Third Wealth Advisors LLC
15,426$447.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Chicago Capital, LLC
15,279$442.9K0.0%GrowthLowChicago, IL2026-10-13
Wynn Capital, LLC
15,160$439.5K0.2%CoreVery LowAugusta, GA2026-10-13
Avondale Wealth Management
15,124$438.4K0.2%ETFLowWest Lake Hills, TX2026-10-15
OFI Invest Asset Management
14,872$379.6K0.0%GrowthHighIssy Les Moulineaux, India2026-11-06
BAM Wealth Management, LLC
14,774$428.3K0.2%ETFHighLakewood, CO2026-10-15
North Dakota State Investment Board
14,595$423.1K0.0%GrowthMediumBismarck, ND2026-10-27
Unified Investment Management
14,558$422.0K0.4%CoreLowAtlanta, GA2026-10-14
Ritholtz Wealth Management
14,281$414.0K0.0%IndexLowNew York, NY2026-11-05
Clearstead Advisors, LLC
13,780$399.5K0.0%ETFLowCleveland, OH2026-11-06
Vontobel Holding Ltd.
13,541$392.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Human Investing LLC
13,406$388.6K0.0%ETFVery LowLake Oswego, OR2026-10-19
Strs Ohio
13,284$385.1K0.0%CoreMediumColumbus, OH2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
13,199$388.4K0.0%GrowthMediumZurich, Switzerland2026-10-29
Larson Financial Group LLC
13,110$380.1K0.0%GrowthLowSt Louis, MO2026-11-05
Praxis Investment Management Inc
13,054$3780.0%CoreLowGoshen, IN2026-11-03
Carlson Financial, Inc.
12,968$376.0K0.2%GrowthLowCanby, OR2026-11-05
Legacy Wealth Asset Management, LLC
12,953$375.5K0.1%GARPMediumWoodbury, MN2026-10-09
Canvas Wealth Advisors, LLC
12,923$407.1K0.1%GrowthLowShawnee, KS2026-11-02
J. Safra Sarasin Holding AG
12,909$374.2K0.0%CoreMediumBasel, Switzerland2026-10-26
Signaturefd, LLC
12,661$367.0K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
12,537$363.4K0.0%GrowthLowTampa, FL2026-10-16
MGO One Seven LLC
12,378$358.8K0.0%GrowthLowBeachwood, OH2026-10-28
Gamma Investing LLC
12,224$354.4K0.0%IndexVery LowFoster City, CA2026-10-08
Cascade Investment Group, Inc.
11,889$344.7K0.2%CoreLowColorado Springs, CO2026-10-13
B. Metzler seel. Sohn & Co. AG
11,875$344.3K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Norden Group LLC
11,720$339.8K0.0%GrowthMediumProvo, UT2026-10-20
Cravens & Co Advisors, LLC
11,560$335.1K0.2%CoreMediumCookeville, TN2026-10-16
Prime Capital Investment Advisors, LLC
11,513$333.8K0.0%ETFLowOverland Park, KS2026-10-20
Asahi Life Asset Management Co., Ltd.
11,447$331.8K0.2%CoreHighTokyo, Mexico2026-11-06
Tortuga Wealth Management, Inc
11,350$329.0K0.2%CoreLowTorrance, CA2026-10-27
Profund Advisors LLC
11,226$325.4K0.0%GrowthLowBethesda, MD2026-10-29
Independent Financial Group, LLC
11,201$324.7K0.0%GrowthLowSan Diego, CA2026-10-13
Americana Partners, LLC
11,086$321.4K0.0%CoreMediumHouston, TX2026-10-28
Promethium Advisors,llc
10,570$306.4K0.2%CoreLowBethesda, MD2026-10-19
Blossom Wealth Management
10,400$301.5K0.4%GrowthLowSan Ramon, Ca, CA2026-11-03
State of Wyoming
10,317$299.1K0.0%ValueHighCheyenne, WY2026-10-28
Flagship Harbor Advisors, LLC
10,134$293.8K0.0%ETFMediumBoston, MA2026-10-26
Verdence Capital Advisors LLC
9,962$288.8K0.0%CoreMediumHunt Valley, MD2026-10-26
Seamount Financial Group Inc
9,841$285.3K0.1%ETFLowColorado Springs, CO2026-10-21
Evanson Financial, LLC
9,667$280.2K0.0%ETFN/AMclean, VA2026-10-23
Savant Capital, LLC
9,566$277.3K0.0%IndexVery LowRockford, IL2026-11-06
AlphaCore Capital LLC
9,510$275.7K0.0%ETFLowLa Jolla, CA2026-11-04
Yorktown Management & Research Co Inc
9,400$272.5K0.2%MomentumMediumForest, VA2026-10-28
Bokf, NA
8,974$260.2K0.0%CoreLowTulsa, OK2026-10-27
Portside Wealth Group, LLC
8,948$259.4K0.0%CoreMediumProvo, UT2026-10-20
Independent Wealth Network Inc.
8,887$257.6K0.1%ETFMediumUrbandale, IA2026-10-19
Graetz Wealth LLC
8,771$254.3K0.2%ETFMediumJenison, MI2026-10-27
Elevation Point Wealth Partners, LLC
8,744$253.5K0.0%CoreHighDenver, CO2026-11-05
Achmea Investment Management B.V.
8,700$252.4K0.0%CoreMediumZeist, Philippines2026-10-30
Granville Capital, Inc.
8,553$248.0K0.1%ETFVery LowGreensboro, NC2026-11-05
1620 Investment Advisors, Inc.
8,506$246.6K0.2%ValueLowPlymouth, MA2026-11-04
Ethic Inc.
8,484$246.0K0.0%CoreLowNew York, NY2026-11-03
Frank, Rimerman Advisors LLC
8,263$239.5K0.0%GrowthLowPalo Alto, CA2026-10-16
Assetmark, Inc
8,155$236.4K0.0%ETFLowConcord, CA2026-10-21
111 Capital
8,083$234.3K0.0%CoreVery HighParis, India2026-11-03
Secure Asset Management, LLC
8,072$234.0K0.0%GrowthMediumTroy, MI2026-10-19
Trinity Financial Advisors LLC
8,008$232.2K0.1%ETFLowColumbus, OH2026-10-09
Robertson Stephens Wealth Management, LLC
7,988$231.6K0.0%ETFMediumSan Francisco, CA2026-10-16
Valeo Financial Advisors, LLC
7,922$229.7K0.0%ETFLowCarmel, IN2026-10-08
International Assets Investment Management, LLC
7,835$229.0K0.0%CoreVery HighOrlando, FL2026-11-02
Signal Advisors Wealth, LLC
7,757$224.9K0.0%ETFLowDetroit, MI2026-10-13
Aries Wealth Management
7,710$223.5K0.0%CoreVery LowPortland, ME2026-10-23
Ballast, Inc.
7,702$223.3K0.0%ETFLowLexington, KY2026-10-20
Marks Group Wealth Management, Inc
7,693$223.0K0.0%CoreMediumMinnetonka, MN2026-11-05
Simplex Trading, LLC
7,687$222.8K0.0%CoreVery HighChicago, IL2026-11-04
Net Worth Advisory Group
7,584$221.7K0.1%GARPMediumSandy, UT2026-10-20
Third View Private Wealth, LLC
7,543$218.7K0.0%GrowthLowWestport, CT2026-10-30
Compound Planning, Inc.
7,456$216.2K0.0%CoreLowNew York, NY2026-11-05
Stonekeep Investments, LLC
7,367$213.6K0.1%ETFLowSante Fe, NM2026-10-15
OpenArc Corporate Advisory, LLC
7,277$211.0K0.0%GrowthLowAtlanta, GA2026-10-21
Avior Wealth Management, LLC
7,203$208.8K0.0%ETFMediumOmaha, NE2026-10-13
Mindset Wealth Management, LLC
7,106$206.0K0.0%Agg GrowthVery LowIndianapolis, IN2026-10-19
Brindle & Bay Financial Advisors, LLC
7,040$204.1K0.1%ETFMediumFrisco, TX2026-10-15
B. Riley Wealth Advisors, Inc.
6,992$202.7K0.0%GrowthLowMemphis, TN2026-10-13
Chicago Partners Investment Group LLC
6,582$215.3K0.0%GARPLowChicago, IL2026-10-27
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
6,500$188.4K0.1%GrowthMediumWarsaw, Russia2026-10-21
Ag2r LA Mondiale Gestion D'actifs
6,184$179.3K0.0%GrowthLowParis, India2026-10-26
UMB Bank, n.a.
5,890$170.8K0.0%CoreLowKansas City, MO2026-11-06
MeadowBrook Investment Advisors LLC
5,795$193.7K0.2%CoreLowLivonia, MI2026-10-29
Parkside Financial Bank & Trust
5,644$163.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Hickory Point Bank & Trust
5,500$159.4K0.1%CoreVery LowDecatur, IL2026-10-01
Harbor Investment Advisory, LLC
5,458$158.2K0.0%GrowthLowLutherville, MD2026-10-13
Allworth Financial LP
5,267$146.5K0.0%IndexLowFolsom, CA2026-11-06
Exchange Traded Concepts, LLC
5,049$146.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Hurley Capital, LLC
5,042$146.2K0.1%GARPMediumNew York, NY2026-11-05
North Star Investment Management Corp.
4,971$144.1K0.0%CoreLowChicago, IL2026-10-27
Parallel Advisors, LLC
4,785$138.7K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
4,664$1350.0%ValueHighLondon, United Kingdom2026-10-30
Wilmington Savings Fund Society, FSB
4,343$125.9K0.0%CoreLowWilmington, DE2026-10-23
Bayforest Capital Ltd
4,222$122.4K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Nisa Investment Advisors, LLC
4,160$120.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
CX Institutional
3,864$1120.0%CoreMediumAuburn, IN2026-10-02
Toth Financial Advisory Corp
3,561$103.2K0.0%CoreLowLeesburg, VA2026-10-08
Montag A & Associates Inc
3,407$98.8K0.0%CoreLowAtlanta, GA2026-10-29
Putney Financial Group LLC
3,308$95.9K0.1%GrowthLowSan Rafael, CA2026-10-30
Summit Securities Group LLC
3,287$95.3K0.0%CoreVery HighNew York, NY2026-11-05
Wolff Wiese Magana LLC
3,025$87.7K0.0%GrowthLowCarslbad, CA2026-10-15
Versant Capital Management, Inc
2,973$86.2K0.0%GARPLowPhoenix, AZ2026-10-02
Livforsakringsbolaget Skandia, Omsesidigt
2,900$84.1K0.0%GrowthMediumStockholm, Sweden2026-10-21
EverSource Wealth Advisors, LLC
2,890$83.8K0.0%CoreMediumBirmingham, AL2026-11-04
GK Wealth Management LLC
2,719$78.8K0.0%GARPVery HighReno, NV2026-10-09
Heritage Family Offices, LLP
2,579$74.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Elyxium Wealth, LLC
2,520$73.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Triumph Capital Management
2,278$66.0K0.0%ETFMediumDenver, CO2026-10-14
Your Advocates Ltd., LLP
2,000$58.0K0.0%ETFLowHouston, TX2026-11-03
GHP Investment Advisors, Inc.
2,000$58.0K0.0%CoreVery LowDenver, CO2026-10-15
Caitong International Asset Management Co., Ltd
1,893$54.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Leonteq Securities AG
1,828$53.0K0.0%CoreHighZurich, Switzerland2026-10-29
SBI Securities Co., Ltd.
1,815$53.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Central Trust Co
1,649$47.8K0.0%CoreLowJefferson City, MO2026-11-05
Canton Hathaway, LLC
1,534$44.5K0.0%ValueLowProvidence, RI2026-10-23
Proathlete Wealth Management LLC
1,513$43.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Financial Consulate, Inc
1,509$43.7K0.0%ETFLowHunt Valley, MD2026-10-23
Abound Wealth Management
1,508$43.7K0.0%ETFVery LowFranklin, TN2026-10-26
Pioneer Family Office, LLC
1,500$43.5K0.0%ETFMediumNorth Miami Beach, FL2026-10-30
Meriwether Wealth & Planning, LLC
1,450$42.0K0.0%ETFMediumMinden, LA2026-10-13
High Note Wealth, LLC
1,277$37.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Piscataqua Savings Bank
1,200$34.8K0.0%CoreVery LowPortsmouth, NH2026-10-21
University of Texas S AM Investment Management Co
1,200$34.8K0.0%CoreHighAustin, TX2026-11-03
Mirae Asset Global Investments Co., Ltd.
1,115$32.3K0.0%GrowthLowSeoul, Malaysia2026-11-03
TD Private Client Wealth LLC
1,095$31.7K0.0%ETFLowNew York, NY2026-10-28
Sterling Capital Management LLC
1,087$31.5K0.0%GARPMediumCharlotte, NC2026-10-22
Nemes Rush Group LLC
1,000$29.0K0.0%CoreVery LowNovi, MI2026-11-04
CoreCap Advisors, LLC
890$25.8K0.0%ETFMediumSouthfield, MI2026-10-08
Armstrong Advisory Group, Inc
888$25.7K0.0%ETFHighNeedham, MA2026-10-09
Spire Wealth Management
881$25.5K0.0%GrowthMediumMclean, VA2026-10-30
Avion Wealth
841$240.0%ETFLowThe Woodlands, TX2026-11-04
First Command Advisory Services, Inc.
665$19.3K0.0%IndexLowFort Worth, TX2026-11-05
Vestor Capital, LLC
660$1680.0%ValueMediumChicago, IL2026-11-04
Eastern Bank
650$18.8K0.0%GrowthMediumBoston, MA2026-10-05
ASR Vermogensbeheer N.V.
603$17.5K0.0%CoreLowUtrecht, Philippines2026-10-16
Rothwell Investment Advisors, LLC
530$15.4K0.0%N/AN/ASalem, MA2026-11-06
Root Financial Partners, LLC
523$15.2K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Independent Advisors
502$14.6K0.0%ETFLowDallas, TX2026-11-03
Cassaday & Co Wealth Management LLC
500$14.5K0.0%ETFVery LowMclean, VA2026-10-27
Lanark Financial, Inc.
475$13.8K0.0%CoreMediumBirmingham, AL2026-10-26
City State Bank
470$13.6K0.0%GrowthVery LowNorwalk, IA2026-10-20
Finley Financial, LLC
469$13.7K0.0%ETFVery LowLas Vegas, NV2026-10-28
WPG Advisers, LLC
467$13.5K0.0%CoreLowBaltimore, MD2026-10-27
Rakuten Securities, Inc.
418$12.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Zions Bancorporation, National Association
411$11.9K0.0%CoreMediumSalt Lake City, UT2026-11-06
Glass Jacobson Investment Advisors llc
400$11.6K0.0%ETFLowOwings Mills, MD2026-10-26
MassMutual Private Wealth & Trust, FSB
376$10.9K0.0%CoreLowSpringfield, MA2026-10-05
TD Waterhouse Canada Inc.
375$11.0K0.0%CoreLowToronto, Australia2026-10-16
Farmers & Merchants Investments Inc
350$10.1K0.0%CoreVery LowLincoln, NE2026-10-22
James T. Borello RIA
331$9.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Raiffeisen Bank International AG
316$9.6K0.0%GrowthMediumVienna, Chile2026-10-28
Coston, McIsaac & Partners
300$8.7K0.0%YieldVery LowBar Harbor, ME2026-11-06
Torren Management, LLC
300$8.7K0.0%ETFMediumSan Diego, CA2026-10-29
Provenance Wealth Advisors, LLC
295$8.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
SJS Investment Consulting Inc.
293$8.5K0.0%ETFVery LowSylvania, OH2026-10-26
Brown, Lisle Ings, Inc.
281$8.1K0.0%CoreVery LowProvidence, RI2026-10-16
Golden State Wealth Management, LLC
265$7.7K0.0%ETFMediumSanta Ana, CA2026-11-02
Rossby Financial, LCC
254$7.4K0.0%ETFMediumMelbourne, FL2026-11-05
Mather Group, Llc.
234$6.8K0.0%ETFMediumChicago, IL2026-10-14
Asset Dedication, LLC
217$6.3K0.0%ETFLowSan Francisco, CA2026-11-03
Blue Trust, Inc.
212$6.1K0.0%ETFLowBrentwood, TN2026-10-15
Daytona Street Capital LLC
200$5.8K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Financial Perspectives, Inc
200$5.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Blume Capital Management, Inc.
200$5.8K0.0%CoreMediumBerkeley, CA2026-10-26
Pension & Wealth Management Advisors, Inc.
196$5.7K0.0%ETFLowWaltham, MA2026-10-16
Grove Bank & Trust
184$5.3K0.0%ETFLowMiami, FL2026-10-08
Cromwell Holdings LLC
161$4.7K0.0%IndexLowJackson, WY2026-10-28
Jacobi Capital Management LLC
156$4.5K0.0%CoreLowPittston, PA2026-11-05
Arlington Trust Co LLC
153$4.4K0.0%ETFMediumBirmingham, AL2026-10-20
Hilton Head Capital Partners, LLC
150$4.3K0.0%CoreMediumHilton Head Island, SC2026-10-23
Morton Brown Family Wealth, LLC
150$4.3K0.0%ETFVery LowAllentown, PA2026-10-23
Retirement Wealth Solutions LLC
133$3.9K0.0%ETFLowMarshfield, WI2026-10-07
Essential Partners LLC
129$3.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Cullen T Bankers, Inc.
122$3.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Bell Investment Advisors, Inc
116$3.4K0.0%ETFVery LowOrinda, CA2026-10-29
Latitude Advisors, LLC
110$3.2K0.0%ETFLowYorkville, IL2026-10-27
Physician Wealth Advisors, Inc.
107$3.1K0.0%ETFMediumMidvale, UT2026-10-20
Westside Investment Management, Inc.
100$2.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Financial Network Wealth Advisors LLC
100$2.9K0.0%ETFLowMurray, UT2026-10-28
Lodestone Wealth Management LLC
96$2.8K0.0%CoreLowSpokane, WA2026-10-14
Pinnacle Wealth Planning Services, Inc.
93$2.7K0.0%GARPLowMansfield, OH2026-10-27
Vision Financial Markets LLC
85$2.5K0.0%CoreLowStamford, CT2026-10-22
Silver Grove Financial Group, Inc.
72$2.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Planning Strategies Inc.
70$2.0K0.0%ETFN/ALancaster, PA2026-10-02
True Wealth Design, LLC
69$2.0K0.0%ETFMediumAkron, OH2026-10-13
Balance Wealth Partners LLC
69$2.0K0.0%ETFMediumWorthington, OH2026-10-27
Valley National Advisers Inc
64$1.9K0.0%ETFLowBethlehem, PA2026-10-23
Bayban
62$1.7K0.0%ValueLowBayport, MN2026-11-05
Hazlett, Burt & Watson, Inc.
60$20.0%CoreVery LowWheeling, WV2026-11-04
Winch Advisory Services, LLC
59$1.7K0.0%GrowthVery LowAppleton, WI2026-11-06
Smallwood Wealth Investment Management, LLC
58$1.7K0.0%ETFVery LowRed Bank, NJ2026-10-30
Marquette Asset Management, LLC
57$1.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
West Paces Advisors Inc.
52$1.5K0.0%ETFLowAtlanta, GA2026-10-13
JFS Wealth Advisors, LLC
50$1.5K0.0%ETFVery LowHermitage, PA2026-11-03
Investment Research & Advisory Group, Inc.
49$1.4K0.0%GrowthVery LowAtlanta, GA2026-10-19
Highline Wealth Partners LLC
48$1.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Three Bridge Wealth Advisors, LLC
42$1.2K0.0%ETFLowLos Altos, CA2026-11-05
Owl Creek Wealth Partners LLC
40$1.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Sawyer & Company, Inc
35$1.0K0.0%GrowthLowBoston, MA2026-10-21
Barnes Dennig Private Wealth Management LLC
33$9570.0%CoreLowCincinnati, OH2026-10-30
Signature Equity Partners, LLC
32$9280.0%GrowthMediumColumbus, OH2026-10-29
Hughes Financial Services, LLC
29$9140.0%ETFLowHerndon, VA2026-10-30
Albion Financial Group
28$8220.0%GrowthLowSalt Lake City, UT2026-10-21
Creative Financial Designs Inc
26$7540.0%ETFMediumKokomo, IN2026-11-04
Bare Financial Services, Inc
24$6960.0%ETFVery LowGap, PA2026-11-04
Private Trust Co NA
24$6960.0%CoreLowCleveland, OH2026-10-20
Cedar Mountain Advisors, LLC
21$6090.0%ETFVery LowLake Oswego, OR2026-10-15
Burk Holdings LLC
21$6090.0%ETFVery LowTulsa, OK2026-11-05
Fairscale Capital, LLC
16$5070.0%GrowthVery LowNashua, NH2026-11-04
MV Capital Management, Inc.
16$4640.0%ETFLowBethesda, MD2026-10-29
Salomon & Ludwin, LLC
16$4640.0%ETFVery LowRichmond, VA2026-10-29
Financial Freedom, LLC
15$4350.0%ETFLowCincinnati, OH2026-11-06
Davis Capital Management
14$4060.0%CoreLowJacksonville, FL2026-10-08
Birchwood Financial Partners, Inc.
13$3770.0%ETFVery LowBloomington, MN2026-11-02
Align Financial, LLC
12$3480.0%ETFVery LowHermantown, MN2026-10-16
DiNuzzo Private Wealth, Inc.
12$3480.0%ETFLowBeaver, PA2026-10-16
Mascoma Wealth Management LLC
11$3190.0%ETFVery LowHanover, NH2026-10-23
Quaker Wealth Management, LLC
11$3190.0%ETFMediumMoorestown, NJ2026-10-22
Godsey & Gibb, Inc
10$2900.0%CoreLowRichmond, VA2026-10-14
Breakwater Investment Management
10$2900.0%ETFLowSeattle, WA2026-10-20
Birch Financial Group, LLC
9$2650.0%CoreLowKeene, NH2026-10-27
Concord Wealth Partners
8$2320.0%GrowthLowAbingdon, VA2026-11-02
Manchester Capital Management LLC
5$1450.0%CoreLowManchester, VT2026-10-22
IMG Wealth Management, Inc.
4$1160.0%ETFMediumJacksonville, FL2026-10-27
Gilpin Wealth Management, LLC
4$1160.0%GrowthLowDenver, CO2026-10-09
Bfsg, LLC
3$870.0%CoreLowIrvine, CA2026-10-30
First Bancorp, Inc
3$870.0%ValueVery LowDamariscotta, ME2026-10-26
Lloyd Advisory Services, Llc.
0$120.0%ETFVery HighSuwanee, GA2026-11-02