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Toyota Motor Corp (TM)

CUSIP: 892331307 | US | Consumer Cyclical · Auto Manufacturers | Mega Cap | 2032 institutional holders

Quarters

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

Fisher Asset Management, LLC7,296,591
0.4% of portfolio›$1.3B
Dimensional Fund Advisors LP230,849
0.0% of portfolio›$42.3M
Creative Planning148,482
0.0% of portfolio›$27.2M
LPL Financial LLC121,445
0.0% of portfolio›$22.2M
Bank of New York Mellon Corp66,771
0.0% of portfolio›$12.2M
Altrius Capital Management Inc60,760
2.0% of portfolio›$11.1M
Oppenheimer Asset Management Inc.56,648
0.1% of portfolio›$10.4M
Russell Investments Group, Ltd.48,506
0.0% of portfolio›$8.9M
Moran Wealth Management, LLC43,529
0.2% of portfolio›$8.0M
Quadrant Capital Group LLC43,292
0.2% of portfolio›$8.2M
US Bancorp \de\38,736
0.0% of portfolio›$7.1M
Heritage Investors Management Corp37,286
0.0% of portfolio›$6.8K
Amanah Holdings Trust37,000
0.4% of portfolio›$6.8M
Live Oak Private Wealth LLC36,580
0.8% of portfolio›$6.7M
Inspire Trust Co, N.A.35,000
0.8% of portfolio›$6.4M
American Assets Investment Management, LLC30,000
0.3% of portfolio›$5.5M
Commonwealth Equity Services, LLC29,519
0.0% of portfolio›$5.4M
PNC Financial Services Group, Inc.29,304
0.0% of portfolio›$5.4M
Ethic Inc.27,429
0.1% of portfolio›$5.0M
Factory Mutual Insurance Co26,698
0.0% of portfolio›$4.9M
Cardinal Capital Management26,169
0.6% of portfolio›$4.8M
Vise Technologies, Inc.26,030
0.0% of portfolio›$4.8M
Vantage Investment Partners, LLC25,781
0.3% of portfolio›$4.7M
Assetmark, Inc24,727
0.0% of portfolio›$4.5M
Crossmark Global Holdings, Inc.24,120
0.1% of portfolio›$4.4M
Wealth Enhancement Advisory Services, LLC22,853
0.0% of portfolio›$4.3M
Americana Partners, LLC22,825
0.1% of portfolio›$4.2M
Generali Investments CEE, investicni spolecnost, a.s.22,553
0.2% of portfolio›$3.8M
Signaturefd, LLC21,251
0.1% of portfolio›$3.9M
Savant Capital, LLC20,835
0.0% of portfolio›$3.8M
apricus wealth, LLC19,464
1.6% of portfolio›$3.6M
Y-Intercept (Hong Kong) Ltd18,512
0.1% of portfolio›$3.4M
Gold Investment Management Ltd.18,282
0.9% of portfolio›$3.3M
Evergreen Capital Management LLC17,060
0.1% of portfolio›$3.1M
ABC Arbitrage SA16,725
0.3% of portfolio›$3.1M
Hohimer Wealth Management, LLC16,190
0.3% of portfolio›$3.0M
Bank Julius Baer & Co. Ltd, Zurich16,039
0.0% of portfolio›$3.0M
Allspring Global Investments Holdings, LLC13,436
0.0% of portfolio›$2.5M
Truist Financial Corp13,025
0.0% of portfolio›$2.4M
Aaron Wealth Advisors LLC12,536
0.1% of portfolio›$2.3M
Pittenger & Anderson Inc12,450
0.1% of portfolio›$2.3M
Ellsworth Advisors, LLC12,347
0.4% of portfolio›$2.3M
Ritholtz Wealth Management12,206
0.0% of portfolio›$2.2M
Park Avenue Securities LLC12,184
0.0% of portfolio›$2.2K
Farther Finance Advisors, LLC12,043
0.0% of portfolio›$2.2M
Lockheed Martin Investment Management Co11,920
0.2% of portfolio›$2.2M
Citigroup Inc11,911
0.0% of portfolio›$2.2M
Eagle Global Advisors LLC11,139
0.1% of portfolio›$2.0M
Compound Planning, Inc.11,040
0.1% of portfolio›$2.0M
Cambridge Investment Research Advisors, Inc.10,702
0.0% of portfolio›$2.0K
Alliance Private Wealth, LLC10,465
0.7% of portfolio›$1.9M
Sumitomo Mitsui Trust Group, Inc.10,294
0.0% of portfolio›$1.9M
Keybank National Association10,147
0.0% of portfolio›$1.9M
Greenfield Seitz Capital Management, LLC9,942
0.5% of portfolio›$1.8M
Robinson Value Management, Ltd.9,922
1.0% of portfolio›$1.8M
Mitsubishi UFJ Asset Management Co., Ltd.9,590
0.0% of portfolio›$1.8M
Lester Murray Antman dba SimplyRich9,406
0.4% of portfolio›$1.7M
Legacy Wealth Asset Management, LLC9,197
0.4% of portfolio›$1.7M
Kestra Advisory Services, LLC9,196
0.0% of portfolio›$1.7M
Bailard, Inc.8,744
0.0% of portfolio›$1.6M
Regions Financial Corp8,498
0.0% of portfolio›$1.6M
GFS Advisors, LLC8,193
0.2% of portfolio›$1.5M
Choreo, LLC7,850
0.0% of portfolio›$1.4M
TD Waterhouse Canada Inc.7,633
0.0% of portfolio›$1.4M
Level Four Advisory Services, LLC7,444
0.0% of portfolio›$1.4M
Xponance LLC7,191
0.0% of portfolio›$1.3M
Grey Ledge Advisors, LLC7,129
0.3% of portfolio›$1.3M
Prime Capital Investment Advisors, LLC6,861
0.0% of portfolio›$1.3M
Community Bank & Trust, Waco, Texas6,810
0.0% of portfolio›$1.2K
Summit Securities Group LLC6,800
0.1% of portfolio›$1.2M
Henry James International Management Inc.6,738
0.4% of portfolio›$1.2M
Mitchell & Pahl Private Wealth, LLC6,544
0.4% of portfolio›$1.2M
LSV Asset Management6,338
0.0% of portfolio›$1.2K
Bank of Stockton6,056
0.3% of portfolio›$1.1M
Axxion S.A.6,000
0.1% of portfolio›$1.1M
Adkins Seale Capital Management LLC5,923
0.9% of portfolio›$1.1M
First Affirmative Financial Network5,807
0.2% of portfolio›$1.1M
Greenleaf Trust5,774
0.0% of portfolio›$1.1M
Parallel Advisors, LLC5,773
0.0% of portfolio›$1.1M
Collaborative Fund Advisors, LLC5,575
0.5% of portfolio›$1.0M
Barclays PLC5,294
0.0% of portfolio›$969.3K
Frank, Rimerman Advisors LLC5,107
0.1% of portfolio›$935.1K
IPG Investment Advisors LLC5,039
0.1% of portfolio›$922.6K
Axxcess Wealth Management, LLC4,985
0.0% of portfolio›$912.8K
PDS Planning, Inc4,922
0.1% of portfolio›$901.2K
Investment Research Partners LLC4,900
0.3% of portfolio›$897.2K
Fiera Capital Corp4,897
0.0% of portfolio›$896.6K
MeadowBrook Investment Advisors LLC4,845
0.1% of portfolio›$95.3K
True North Advisors, LLC4,836
0.1% of portfolio›$885.5K
HB Wealth Management, LLC4,835
0.0% of portfolio›$885.3K
Physicians Financial Services, Inc.4,722
0.0% of portfolio›$865
Nisa Investment Advisors, LLC4,721
0.0% of portfolio›$864.4K
Lido Advisors, LLC4,628
0.0% of portfolio›$847.5K
Salem Investment Counselors Inc4,562
0.0% of portfolio›$835.3K
CKW Financial Group4,525
0.0% of portfolio›$830
Harbour Capital Advisors, LLC4,448
0.1% of portfolio›$814.4K
Kestra Private Wealth Services, LLC4,326
0.0% of portfolio›$792.0K
Versant Capital Management, Inc4,244
0.1% of portfolio›$777.1K
CIBC Asset Management Inc4,191
0.0% of portfolio›$767.4K
Linden Thomas Advisory Services, LLC4,160
0.1% of portfolio›$761.7K
Henshaw Capital LLC4,151
0.0% of portfolio›$760.0K
BigSur Wealth Management LLC4,095
0.2% of portfolio›$749.8K
Valeo Financial Advisors, LLC4,093
0.0% of portfolio›$749.4K
Allworth Financial LP4,022
0.0% of portfolio›$677.4K
Cambiar Investors LLC4,015
0.0% of portfolio›$735.1K
Argonautica Private Wealth Management, Inc3,982
0.2% of portfolio›$729.2K
Gamma Investing LLC3,938
0.0% of portfolio›$721.0K
Meridian Investment Counsel Inc.3,875
0.2% of portfolio›$709.5K
EverSource Wealth Advisors, LLC3,860
0.0% of portfolio›$706.8K
Merit Financial Group, LLC3,772
0.0% of portfolio›$690.7K
Nilsine Partners, LLC3,772
0.0% of portfolio›$690.7K
Montecito Bank & Trust3,768
0.1% of portfolio›$689.9K
Sage Rhino Capital LLC3,635
0.1% of portfolio›$665.6K
Plan A Wealth LLC3,630
0.2% of portfolio›$664.7K
Summit Global Investments3,612
0.0% of portfolio›$661
Apollon Wealth Management, LLC3,545
0.0% of portfolio›$649.1K
HBW Advisory Services LLC3,527
0.1% of portfolio›$645.9K
Range Financial Group LLC3,499
0.2% of portfolio›$640.6K
Iams Wealth Management, LLC3,493
0.2% of portfolio›$639.6K
TD Private Client Wealth LLC3,469
0.0% of portfolio›$635.2K
Concurrent Investment Advisors, LLC3,454
0.0% of portfolio›$632.4K
Diligent Investors, LLC3,449
0.1% of portfolio›$631.5K
Abel Hall, LLC3,392
0.1% of portfolio›$621.0K
Manske Wealth Management3,371
0.1% of portfolio›$617.2K
Norway Savings Bank3,319
0.2% of portfolio›$607.7K
Five Oceans Advisors3,316
0.2% of portfolio›$607.2K
Kathmere Capital Management, LLC3,300
0.0% of portfolio›$604.2K
May Hill Capital, LLC3,277
0.1% of portfolio›$600.0K
Florida Trust Wealth Management Co3,151
0.0% of portfolio›$576.9K
Atria Investments, Inc3,065
0.0% of portfolio›$561.2K
Lodestone Wealth Management LLC2,836
0.2% of portfolio›$519.4K
Brighton Jones LLC2,765
0.0% of portfolio›$506.2K
HUB Investment Partners, LLC2,724
0.0% of portfolio›$498.8K
Foster Victor Wealth Advisors, LLC2,701
0.0% of portfolio›$524.2K
Clear Harbor Asset Management, LLC2,695
0.0% of portfolio›$493.5K
Abundance Wealth Counselors2,555
0.1% of portfolio›$467.8K
LEE Danner & Bass Inc2,517
0.0% of portfolio›$460.9K
Ping Capital Management, Inc.2,500
0.1% of portfolio›$457.8K
Imc-Chicago, LLC2,471
0.0% of portfolio›$452.4K
Sagespring Wealth Partners, LLC2,440
0.0% of portfolio›$446.8K
Elevation Point Wealth Partners, LLC2,434
0.0% of portfolio›$445.7K
Trust Point Inc.2,432
0.0% of portfolio›$445.3K
Greenspring Advisors, LLC2,380
0.0% of portfolio›$435.6K
Rosenberg Matthew Hamilton2,371
0.1% of portfolio›$434.1K
D.A. Davidson & Co.2,369
0.0% of portfolio›$433.9K
Legacy Bridge, LLC2,328
0.1% of portfolio›$426.3K
J. Team Financial, Inc.2,286
0.4% of portfolio›$418.6K
Clearstead Advisors, LLC2,282
0.0% of portfolio›$417.5K
Anchyra Partners LLC2,280
0.1% of portfolio›$417.5K
Ascent Group, LLC2,256
0.0% of portfolio›$413.0K
Westover Capital Advisors, LLC2,245
0.1% of portfolio›$411.1K
Mission Wealth Management, LP2,236
0.0% of portfolio›$409.4K
MGO One Seven LLC2,219
0.0% of portfolio›$406.3K
Wealth Group, Ltd.2,168
0.0% of portfolio›$397
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,101
0.0% of portfolio›$384.7K
Nicholas Hoffman & Company, Llc.2,082
0.0% of portfolio›$381.1K
Dynamic Advisor Solutions LLC2,080
0.0% of portfolio›$380.9K
Total Clarity Wealth Management, Inc.2,049
0.1% of portfolio›$375.2K
StoneX Group Inc.2,041
0.0% of portfolio›$384.6K
Dorato Capital Management2,039
0.2% of portfolio›$373.0K
Net Worth Advisory Group2,014
0.1% of portfolio›$369.3K
Cromwell Holdings LLC1,983
0.2% of portfolio›$363.1K
Davenport & Co LLC1,926
0.0% of portfolio›$352.7K
55 North Private Wealth, LLC1,921
0.1% of portfolio›$351.7K
Sowell Financial Services LLC1,920
0.0% of portfolio›$351.6K
Pinnacle Wealth Planning Services, Inc.1,910
0.0% of portfolio›$349.6K
Wedbush Securities Inc1,899
0.0% of portfolio›$348
Keeler Thomas Management LLC1,874
0.1% of portfolio›$343.1K
DeDora Capital, Inc.1,857
0.1% of portfolio›$340.1K
71 West Capital Partners1,812
0.0% of portfolio›$331.8K
First Command Advisory Services, Inc.1,791
0.0% of portfolio›$327.9K
Yousif Capital Management, LLC1,750
0.0% of portfolio›$320.4K
Soltis Investment Advisors LLC1,742
0.0% of portfolio›$318.9K
Parr Mcknight Wealth Management Group, LLC1,742
0.0% of portfolio›$319.0K
PKS Advisory Services, LLC1,736
0.0% of portfolio›$292.5K
Avior Wealth Management, LLC1,732
0.0% of portfolio›$317.1K
Traveka Wealth, LLC1,711
0.1% of portfolio›$313.3K
Deutsche Bank Ag\1,676
0.0% of portfolio›$306.9K
VestGen Advisors, LLC1,664
0.0% of portfolio›$304.7K
Riversedge Advisors, LLC1,653
0.0% of portfolio›$302.7K
Legacy Advisors, LLC1,652
0.0% of portfolio›$302.5K
First Horizon Corp1,651
0.0% of portfolio›$302.3K
Trek Financial, LLC1,622
0.0% of portfolio›$297.0K
Walkner Condon Financial Advisors LLC1,593
0.0% of portfolio›$291.7K
Rossby Financial, LCC1,563
0.0% of portfolio›$286.2K
Perigon Wealth Management, LLC1,559
0.0% of portfolio›$285.5K
Wedmont Private Capital1,548
0.0% of portfolio›$287.9K
Abacus Wealth Partners, LLC1,542
0.0% of portfolio›$282.3K
180 Wealth Advisors, LLC1,534
0.0% of portfolio›$280.9K
Aprio Wealth Management, LLC1,521
0.0% of portfolio›$278.4K
Successful Portfolios LLC1,520
0.1% of portfolio›$275.9K
King Luther Capital Management Corp1,517
0.0% of portfolio›$277.8K
J.W. Cole Advisors, Inc.1,487
0.0% of portfolio›$272.3K
Manchester Capital Management LLC1,464
0.0% of portfolio›$268.1K
Hardy Reed LLC1,457
0.0% of portfolio›$266.8K
Canopy Partners, LLC1,451
0.1% of portfolio›$265.7K
Gibbs Wealth Management1,415
0.0% of portfolio›$259.1K
Resonant Capital Advisors, LLC1,399
0.0% of portfolio›$256.2K
KOM Wealth Management Group, LLC1,396
0.1% of portfolio›$255.6K
Crestwood Advisors Group, LLC1,392
0.0% of portfolio›$254.8K
Klingman & Associates, LLC1,389
0.0% of portfolio›$254.4K
Oppenheimer & Co Inc1,368
0.0% of portfolio›$250.5K
SteelPeak Wealth, LLC1,363
0.0% of portfolio›$249.6K
Glenview Trust Co1,361
0.0% of portfolio›$249.2K
Parkside Financial Bank & Trust1,340
0.0% of portfolio›$245.4K
Meridian Wealth Management, LLC1,305
0.0% of portfolio›$238.9K
Heritage Wealth Management, Inc.1,265
0.1% of portfolio›$231.7K
Blue Trust, Inc.1,255
0.0% of portfolio›$229.8K
OpenArc Corporate Advisory, LLC1,225
0.0% of portfolio›$224.3K
RBA Wealth Management, LLC1,218
0.1% of portfolio›$223.0K
Ashton Thomas Private Wealth, LLC1,202
0.0% of portfolio›$220.0K
Sovran Advisors, LLC1,195
0.0% of portfolio›$234.9K
Silvia Mccoll Wealth Management, LLC1,175
0.1% of portfolio›$215.1K
Altfest L J & Co Inc1,163
0.0% of portfolio›$213.0K
Fifth Third Bancorp1,157
0.0% of portfolio›$211.8K
Provenance Wealth Advisors, LLC1,147
0.0% of portfolio›$210.0K
Angeles Wealth Management, LLC1,121
0.0% of portfolio›$205.3K
Penobscot Investment Management Company, Inc.1,102
0.0% of portfolio›$201.8K
Semus Wealth Partners LLC1,100
0.1% of portfolio›$201.4K
Sound Income Strategies, LLC1,080
0.0% of portfolio›$200.9K
Leonteq Securities AG1,065
0.0% of portfolio›$195.0K
First Bancorp, Inc910
0.1% of portfolio›$166.6K
Larson Financial Group LLC767
0.0% of portfolio›$140.4K
Cullen T Bankers, Inc.735
0.0% of portfolio›$134.7K
Central Trust Co710
0.0% of portfolio›$130.0K
Pflug Koory, LLC700
0.1% of portfolio›$128.2K
Hazlett, Burt & Watson, Inc.628
0.0% of portfolio›$115
Salomon & Ludwin, LLC611
0.0% of portfolio›$111.9K
Community Bank, N.A.600
0.0% of portfolio›$109.9K
UMB Bank, n.a.570
0.0% of portfolio›$104.4K
Owl Creek Wealth Partners LLC568
0.0% of portfolio›$104.0K
Spire Wealth Management522
0.0% of portfolio›$95.6K
James T. Borello RIA460
0.0% of portfolio›$84.2K
Costello Asset Management, Inc420
0.0% of portfolio›$76.9K
Financial Management Professionals, Inc.413
0.0% of portfolio›$75.6K
Westside Investment Management, Inc.403
0.0% of portfolio›$73.4K
Trust Co of Toledo NA400
0.0% of portfolio›$73.2K
Main Street Group, LTD386
0.0% of portfolio›$70.7K
Rothwell Investment Advisors, LLC380
0.0% of portfolio›$69.7K
Rydar Equities, Inc.356
0.0% of portfolio›$65.1K
North Star Investment Management Corp.350
0.0% of portfolio›$64.1K
Ares Financial Consulting, LLC341
0.0% of portfolio›$62.4K
Root Financial Partners, LLC338
0.0% of portfolio›$61.9K
Golden State Wealth Management, LLC334
0.0% of portfolio›$61.3K
Ascentis Wealth Management, LLC316
0.0% of portfolio›$57.9K
Brown, Lisle Ings, Inc.312
0.0% of portfolio›$57.1K
Private Trust Co NA291
0.0% of portfolio›$53.3K
CoreCap Advisors, LLC275
0.0% of portfolio›$50.5K
Bangor Savings Bank267
0.0% of portfolio›$48.9K
Financial Perspectives, Inc267
0.0% of portfolio›$48.8K
Lanark Financial, Inc.248
0.0% of portfolio›$45.4K
Wilmington Savings Fund Society, FSB240
0.0% of portfolio›$43.9K
Roxbury Financial LLC224
0.0% of portfolio›$41.0K
Trust Co of Vermont215
0.0% of portfolio›$39.4K
Asset Dedication, LLC204
0.0% of portfolio›$37.4K
Concord Wealth Partners203
0.0% of portfolio›$37.2K
Independence Bank of Kentucky200
0.0% of portfolio›$36.6K
Montag A & Associates Inc200
0.0% of portfolio›$36.6K
Key FInancial Inc199
0.0% of portfolio›$36.4K
JFS Wealth Advisors, LLC196
0.0% of portfolio›$35.9K
Jacobi Capital Management LLC186
0.0% of portfolio›$34.1K
Miller Global Investments, LLC185
0.0% of portfolio›$33.9K
Oakworth Capital, Inc.174
0.0% of portfolio›$31.9K
Bell Investment Advisors, Inc167
0.0% of portfolio›$30.6K
Mather Group, Llc.164
0.0% of portfolio›$30.0K
Cassaday & Co Wealth Management LLC156
0.0% of portfolio›$28.6K
Highline Wealth Partners LLC154
0.0% of portfolio›$28.2K
Physician Wealth Advisors, Inc.154
0.0% of portfolio›$28.2K
Meriwether Wealth & Planning, LLC150
0.0% of portfolio›$27.5K
Nfsg Corp147
0.0% of portfolio›$26.9K
SJS Investment Consulting Inc.145
0.0% of portfolio›$26.6K
True Wealth Design, LLC142
0.0% of portfolio›$26.0K
Fairscale Capital, LLC142
0.0% of portfolio›$27.8K
Boyd Watterson Asset Management LLC141
0.0% of portfolio›$25.8K
Silver Grove Financial Group, Inc.140
0.0% of portfolio›$25.6K
West Financial Advisors, LLC139
0.0% of portfolio›$25.5K
Signature Equity Partners, LLC138
0.0% of portfolio›$25.3K
Eastern Bank138
0.0% of portfolio›$25.3K
Bank of New Hampshire135
0.0% of portfolio›$24.7K
Financial Consulate, Inc133
0.0% of portfolio›$24.4K
Compass Financial Management LLC132
0.0% of portfolio›$24.2K
Latitude Advisors, LLC123
0.0% of portfolio›$22.5K
Pathway Financial Advisers, LLC119
0.0% of portfolio›$21.9K
CX Institutional115
0.0% of portfolio›$21
Retirement Wealth Solutions LLC109
0.0% of portfolio›$20.0K
Maseco LLP106
0.0% of portfolio›$19.4K
Winch Advisory Services, LLC103
0.0% of portfolio›$18.9K
Key Capital Management, Inc103
0.0% of portfolio›$18.9K
Center for Financial Planning, Inc.100
0.0% of portfolio›$18.3K
City State Bank100
0.0% of portfolio›$18.3K
Hilltop National Bank100
0.0% of portfolio›$18.3K
Caldwell Trust Co100
0.0% of portfolio›$18.3K
Evolution Wealth Management Inc.100
0.0% of portfolio›$18.3K
Bradley & Co. Private Wealth Management, LLC100
0.0% of portfolio›$18.3K
Harbor Investment Advisory, LLC98
0.0% of portfolio›$17.9K
Proathlete Wealth Management LLC98
0.0% of portfolio›$17.9K
Albion Financial Group88
0.0% of portfolio›$16.1K
IFP Advisors, Inc85
0.0% of portfolio›$15.6K
Zions Bancorporation, National Association85
0.0% of portfolio›$15.6K
Phillip James Consulting Co.83
0.0% of portfolio›$15.2K
Livelsberger Financial Advisory76
0.1% of portfolio›$13.9K
Triumph Capital Management75
0.0% of portfolio›$13.7K
Mcdonald Partners LLC75
0.0% of portfolio›$13.7K
Redwood Park Advisors LLC70
0.0% of portfolio›$12.8K
UMB Private Wealth Management, LLC69
0.0% of portfolio›$12.6K
Nemes Rush Group LLC66
0.0% of portfolio›$12.1K
Nova Financial LLC62
0.0% of portfolio›$11.4K
Arlington Trust Co LLC62
0.0% of portfolio›$11.4K
Laurel Wealth Advisors LLC61
0.0% of portfolio›$11.2K
Aspect Partners, LLC58
0.0% of portfolio›$10.6K
Next Level Wealth Planning, LLC55
0.0% of portfolio›$10.1K
Adirondack Trust Co50
0.0% of portfolio›$9.2K
Elyxium Wealth, LLC47
0.0% of portfolio›$8.6K
Fortitude Family Office, LLC46
0.0% of portfolio›$8.4K
Kelleher Financial Advisors45
0.0% of portfolio›$8.2K
Creative Capital Management Investments LLC45
0.0% of portfolio›$8.2K
Richards, Merrill & Peterson, Inc.45
0.0% of portfolio›$8.2K
Abound Wealth Management44
0.0% of portfolio›$8.1K
Planning Strategies Inc.41
0.0% of portfolio›$7.5K
Bayban40
0.0% of portfolio›$6.7K
Toth Financial Advisory Corp40
0.0% of portfolio›$7.3K
Gleason Group, Inc.39
0.0% of portfolio›$7.1K
American Capital Advisory, LLC37
0.0% of portfolio›$6.8K
Caitong International Asset Management Co., Ltd35
0.0% of portfolio›$6.4K
MV Capital Management, Inc.34
0.0% of portfolio›$6.2K
WPG Advisers, LLC30
0.0% of portfolio›$5.5K
Acumen Wealth Advisors, LLC28
0.0% of portfolio›$5.1K
Beacon Financial Strategies Corp25
0.0% of portfolio›$4.6K
Ascentis Independent Advisors25
0.0% of portfolio›$4.6K
Grove Bank & Trust25
0.0% of portfolio›$4.6K
Financial Network Wealth Advisors LLC23
0.0% of portfolio›$4.2K
Markowski Investments22
0.0% of portfolio›$4.0K
Country Trust Bank20
0.0% of portfolio›$3.7K
GHP Investment Advisors, Inc.17
0.0% of portfolio›$3.1K
Byrne Asset Management LLC15
0.0% of portfolio›$2.8K
Balance Wealth Partners LLC13
0.0% of portfolio›$2.4K
Monetary Solutions, Ltd12
0.0% of portfolio›$2.2K
MidAtlantic Capital Management, Inc.12
0.0% of portfolio›$2.2K
Breakwater Investment Management11
0.0% of portfolio›$2.0K
Essential Investment Partners LLC10
0.0% of portfolio›$1.8K
Tradewinds Capital Management, LLC10
0.0% of portfolio›$1.8K
Avion Wealth10
0.0% of portfolio›$1
Noble Wealth Management PBC9
0.0% of portfolio›$1.6K
Richardson Financial Services Inc.9
0.0% of portfolio›$1.6K
Navigoe, LLC8
0.0% of portfolio›$1
Elevated Capital Advisors, LLC8
0.0% of portfolio›$1.5K
Evermay Wealth Management LLC8
0.0% of portfolio›$1.5K
Nvest Wealth Strategies, Inc.6
0.0% of portfolio›$1.1K
Godsey & Gibb, Inc5
0.0% of portfolio›$916
Farmers & Merchants Investments Inc5
0.0% of portfolio›$916
Creative Financial Designs Inc5
0.0% of portfolio›$916
Farmers & Merchants Trust Co of Chambersburg PA5
0.0% of portfolio›$1
Trust Co4
0.0% of portfolio›$732
Gilpin Wealth Management, LLC4
0.0% of portfolio›$733
TFC Financial Management, Inc.4
0.0% of portfolio›$733
Kozak & Associates, Inc.4
0.0% of portfolio›$711
Downshift Financial, LLC3
0.0% of portfolio›$549
Essential Partners LLC3
0.0% of portfolio›$549
Wolff Wiese Magana LLC2
0.0% of portfolio›$367
Mosley Wealth Management2
0.0% of portfolio›$384
Rachor Investment Advisory Services, LLC1
0.0% of portfolio›$206
Fairway Wealth LLC1
0.0% of portfolio›$183
High Note Wealth, LLC1
0.0% of portfolio›$183
Horizon Financial Services, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Fisher Asset Management, LLC
7,296,591$1.3B0.4%CoreLowPlano, TX2026-11-06
Dimensional Fund Advisors LP
230,849$42.3M0.0%IndexLowAustin, TX2026-11-04
Creative Planning
148,482$27.2M0.0%IndexVery LowOverland Park, KS2026-11-02
LPL Financial LLC
121,445$22.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Bank of New York Mellon Corp
66,771$12.2M0.0%CoreLowNew York, NY2026-11-05
Altrius Capital Management Inc
60,760$11.1M2.0%YieldMediumNew Bern, NC2026-11-05
Oppenheimer Asset Management Inc.
56,648$10.4M0.1%CoreMediumNew York, NY2026-10-27
Russell Investments Group, Ltd.
48,506$8.9M0.0%CoreLowSeattle, WA2026-11-06
Moran Wealth Management, LLC
43,529$8.0M0.2%CoreMediumNaples, FL2026-10-22
Quadrant Capital Group LLC
43,292$8.2M0.2%CoreLowCincinnati, OH2026-10-20
US Bancorp \de\
38,736$7.1M0.0%IndexLowMinneapolis, MN2026-11-05
Heritage Investors Management Corp
37,286$6.8K0.0%CoreVery LowBethesda, MD2026-10-29
Amanah Holdings Trust
37,000$6.8M0.4%GARPVery HighLondon, United Kingdom2026-10-23
Live Oak Private Wealth LLC
36,580$6.7M0.8%ValueLowWilmington, NC2026-11-02
Inspire Trust Co, N.A.
35,000$6.4M0.8%ValueLowReno, NV2026-11-05
American Assets Investment Management, LLC
30,000$5.5M0.3%GARPVery LowSan Diego, CA2026-10-30
Commonwealth Equity Services, LLC
29,519$5.4M0.0%ETFLowWaltham, MA2026-11-02
PNC Financial Services Group, Inc.
29,304$5.4M0.0%GrowthVery LowPittsburgh, PA2026-11-06
Ethic Inc.
27,429$5.0M0.1%CoreLowNew York, NY2026-11-03
Factory Mutual Insurance Co
26,698$4.9M0.0%GrowthLowWaltham, MA2026-10-30
Cardinal Capital Management
26,169$4.8M0.6%ValueVery LowRaleigh, NC2026-10-21
Vise Technologies, Inc.
26,030$4.8M0.0%IndexLowNew York, NY2026-10-29
Vantage Investment Partners, LLC
25,781$4.7M0.3%CoreMediumKansas City, MO2026-10-27
Assetmark, Inc
24,727$4.5M0.0%ETFLowConcord, CA2026-10-21
Crossmark Global Holdings, Inc.
24,120$4.4M0.1%GARPMediumHouston, TX2026-10-21
Wealth Enhancement Advisory Services, LLC
22,853$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Americana Partners, LLC
22,825$4.2M0.1%CoreMediumHouston, TX2026-10-28
Generali Investments CEE, investicni spolecnost, a.s.
22,553$3.8M0.2%CoreLowPrague, Bahrain2026-10-15
Signaturefd, LLC
21,251$3.9M0.1%IndexLowAtlanta, GA2026-10-23
Savant Capital, LLC
20,835$3.8M0.0%IndexVery LowRockford, IL2026-11-06
apricus wealth, LLC
19,464$3.6M1.6%YieldMediumBeaufort, SC2026-10-26
Y-Intercept (Hong Kong) Ltd
18,512$3.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Gold Investment Management Ltd.
18,282$3.3M0.9%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Evergreen Capital Management LLC
17,060$3.1M0.1%GARPMediumBellevue, WA2026-10-23
ABC Arbitrage SA
16,725$3.1M0.3%YieldVery HighParis, India2026-10-23
Hohimer Wealth Management, LLC
16,190$3.0M0.3%CoreHighSeattle, WA2026-11-04
Bank Julius Baer & Co. Ltd, Zurich
16,039$3.0M0.0%GrowthMediumZurich, Switzerland2026-10-29
Allspring Global Investments Holdings, LLC
13,436$2.5M0.0%CoreMediumCharlotte, NC2026-11-04
Truist Financial Corp
13,025$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Aaron Wealth Advisors LLC
12,536$2.3M0.1%GrowthMediumChicago, IL2026-10-13
Pittenger & Anderson Inc
12,450$2.3M0.1%CoreLowLincoln, NE2026-11-02
Ellsworth Advisors, LLC
12,347$2.3M0.4%GARPHighHudson, OH2026-10-15
Ritholtz Wealth Management
12,206$2.2M0.0%IndexLowNew York, NY2026-11-05
Park Avenue Securities LLC
12,184$2.2K0.0%ETFMediumNew York, NY2026-10-26
Farther Finance Advisors, LLC
12,043$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Lockheed Martin Investment Management Co
11,920$2.2M0.2%GrowthMediumBethesda, MD2026-11-04
Citigroup Inc
11,911$2.2M0.0%CoreMediumNew York, NY2026-11-04
Eagle Global Advisors LLC
11,139$2.0M0.1%CoreLowHouston, TX2026-11-02
Compound Planning, Inc.
11,040$2.0M0.1%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
10,702$2.0K0.0%ETFLowFairfield, IA2026-11-02
Alliance Private Wealth, LLC
10,465$1.9M0.7%ETFVery LowNorth Reading, MA2026-10-20
Sumitomo Mitsui Trust Group, Inc.
10,294$1.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Keybank National Association
10,147$1.9M0.0%CoreLowBrooklyn, OH2026-11-04
Greenfield Seitz Capital Management, LLC
9,942$1.8M0.5%GARPLowDallas, TX2026-10-29
Robinson Value Management, Ltd.
9,922$1.8M1.0%YieldHighSan Antonio, TX2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
9,590$1.8M0.0%IndexVery LowTokyo, Mexico2026-11-05
Lester Murray Antman dba SimplyRich
9,406$1.7M0.4%Deep ValueVery LowCarlsbad, CA2026-11-06
Legacy Wealth Asset Management, LLC
9,197$1.7M0.4%GARPMediumWoodbury, MN2026-10-09
Kestra Advisory Services, LLC
9,196$1.7M0.0%CoreLowAustin, TX2026-11-02
Bailard, Inc.
8,744$1.6M0.0%GrowthMediumFoster City, CA2026-10-13
Regions Financial Corp
8,498$1.6M0.0%CoreLowBirmingham, AL2026-11-05
GFS Advisors, LLC
8,193$1.5M0.2%CoreLowHouston, TX2026-11-03
Choreo, LLC
7,850$1.4M0.0%IndexLowRockford, IL2026-10-28
TD Waterhouse Canada Inc.
7,633$1.4M0.0%CoreLowToronto, Australia2026-10-16
Level Four Advisory Services, LLC
7,444$1.4M0.0%CoreLowDallas, TX2026-11-06
Xponance LLC
7,191$1.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Grey Ledge Advisors, LLC
7,129$1.3M0.3%CoreLowGuilford, CT2026-11-02
Prime Capital Investment Advisors, LLC
6,861$1.3M0.0%ETFLowOverland Park, KS2026-10-20
Community Bank & Trust, Waco, Texas
6,810$1.2K0.0%CoreVery LowWaco, TX2026-10-19
Summit Securities Group LLC
6,800$1.2M0.1%CoreVery HighNew York, NY2026-11-05
Henry James International Management Inc.
6,738$1.2M0.4%GARPLowNew York, NY2026-10-14
Mitchell & Pahl Private Wealth, LLC
6,544$1.2M0.4%CoreVery LowOklahoma City, OK2026-10-14
LSV Asset Management
6,338$1.2K0.0%Deep ValueMediumChicago, IL2026-11-06
Bank of Stockton
6,056$1.1M0.3%CoreLowStockton, CA2026-10-20
Axxion S.A.
6,000$1.1M0.1%CoreN/AGrevenmacher, Netherlands2026-10-22
Adkins Seale Capital Management LLC
5,923$1.1M0.9%CoreVery LowShreveport, LA2026-10-27
First Affirmative Financial Network
5,807$1.1M0.2%CoreN/AColorado Springs, CO2026-10-21
Greenleaf Trust
5,774$1.1M0.0%CoreLowKalamazoo, MI2026-10-29
Parallel Advisors, LLC
5,773$1.1M0.0%IndexLowSan Francisco, CA2026-11-03
Collaborative Fund Advisors, LLC
5,575$1.0M0.5%GrowthVery HighReno, NV2026-11-02
Barclays PLC
5,294$969.3K0.0%CoreMediumLondon, United Kingdom2026-11-06
Frank, Rimerman Advisors LLC
5,107$935.1K0.1%GrowthLowPalo Alto, CA2026-10-16
IPG Investment Advisors LLC
5,039$922.6K0.1%CoreMediumSan Diego, CA2026-10-30
Axxcess Wealth Management, LLC
4,985$912.8K0.0%CoreLowCarlsbad, CA2026-10-21
PDS Planning, Inc
4,922$901.2K0.1%IndexVery LowDublin, OH2026-11-03
Investment Research Partners LLC
4,900$897.2K0.3%CoreLowLemont, PA2026-10-19
Fiera Capital Corp
4,897$896.6K0.0%CoreMediumMontreal, Austria2026-11-06
MeadowBrook Investment Advisors LLC
4,845$95.3K0.1%CoreLowLivonia, MI2026-10-29
True North Advisors, LLC
4,836$885.5K0.1%CoreMediumDallas, TX2026-10-22
HB Wealth Management, LLC
4,835$885.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Physicians Financial Services, Inc.
4,722$8650.0%CoreVery LowRaleigh, NC2026-11-04
Nisa Investment Advisors, LLC
4,721$864.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Lido Advisors, LLC
4,628$847.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Salem Investment Counselors Inc
4,562$835.3K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
CKW Financial Group
4,525$8300.0%ETFVery LowHonolulu, HI2026-10-29
Harbour Capital Advisors, LLC
4,448$814.4K0.1%GrowthLowTysons Corner, VA2026-10-13
Kestra Private Wealth Services, LLC
4,326$792.0K0.0%GrowthLowAustin, TX2026-11-06
Versant Capital Management, Inc
4,244$777.1K0.1%GARPLowPhoenix, AZ2026-10-02
CIBC Asset Management Inc
4,191$767.4K0.0%GARPLowToronto, South Africa2026-11-05
Linden Thomas Advisory Services, LLC
4,160$761.7K0.1%CoreLowCharlotte, NC2026-10-19
Henshaw Capital LLC
4,151$760.0K0.0%GrowthVery LowWoburn, MA2026-11-03
BigSur Wealth Management LLC
4,095$749.8K0.2%GrowthLowMiami, FL2026-10-13
Valeo Financial Advisors, LLC
4,093$749.4K0.0%ETFLowCarmel, IN2026-10-08
Allworth Financial LP
4,022$677.4K0.0%IndexLowFolsom, CA2026-11-06
Cambiar Investors LLC
4,015$735.1K0.0%ValueMediumDenver, CO2026-11-04
Argonautica Private Wealth Management, Inc
3,982$729.2K0.2%GrowthLowWellesley, MA2026-11-02
Gamma Investing LLC
3,938$721.0K0.0%IndexVery LowFoster City, CA2026-10-08
Meridian Investment Counsel Inc.
3,875$709.5K0.2%GARPLowLafayette, CA2026-10-14
EverSource Wealth Advisors, LLC
3,860$706.8K0.0%CoreMediumBirmingham, AL2026-11-04
Merit Financial Group, LLC
3,772$690.7K0.0%ETFLowAlpharetta, GA2026-11-06
Nilsine Partners, LLC
3,772$690.7K0.0%CoreMediumGreenwood Village, CO2026-11-02
Montecito Bank & Trust
3,768$689.9K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Sage Rhino Capital LLC
3,635$665.6K0.1%ETFLowMenlo Park, CA2026-10-28
Plan A Wealth LLC
3,630$664.7K0.2%CoreLowLincoln, NE2026-10-08
Summit Global Investments
3,612$6610.0%CoreMediumBountiful, UT2026-10-28
Apollon Wealth Management, LLC
3,545$649.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
HBW Advisory Services LLC
3,527$645.9K0.1%ETFMediumSimi Valley, CA2026-10-15
Range Financial Group LLC
3,499$640.6K0.2%GARPMediumTigard, OR2026-10-21
Iams Wealth Management, LLC
3,493$639.6K0.2%CoreMediumOmaha, NE2026-10-15
TD Private Client Wealth LLC
3,469$635.2K0.0%ETFLowNew York, NY2026-10-28
Concurrent Investment Advisors, LLC
3,454$632.4K0.0%GrowthMediumTampa, FL2026-10-16
Diligent Investors, LLC
3,449$631.5K0.1%CoreLowRedlands, CA2026-10-21
Abel Hall, LLC
3,392$621.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Manske Wealth Management
3,371$617.2K0.1%ValueVery LowHouston, TX2026-10-26
Norway Savings Bank
3,319$607.7K0.2%GrowthLowNorway, ME2026-10-20
Five Oceans Advisors
3,316$607.2K0.2%ETFVery LowCarlsbad, CA2026-10-22
Kathmere Capital Management, LLC
3,300$604.2K0.0%ETFLowWayne, PA2026-10-20
May Hill Capital, LLC
3,277$600.0K0.1%ETFLowCohasset, MA2026-11-03
Florida Trust Wealth Management Co
3,151$576.9K0.0%CoreVery LowSanibel, FL2026-11-05
Atria Investments, Inc
3,065$561.2K0.0%CoreMediumCharlotte, NC2026-10-15
Lodestone Wealth Management LLC
2,836$519.4K0.2%CoreLowSpokane, WA2026-10-14
Brighton Jones LLC
2,765$506.2K0.0%CoreVery LowSeattle, WA2026-11-03
HUB Investment Partners, LLC
2,724$498.8K0.0%GrowthLowAustin, TX2026-11-03
Foster Victor Wealth Advisors, LLC
2,701$524.2K0.0%CoreMediumGreenville, SC2026-10-21
Clear Harbor Asset Management, LLC
2,695$493.5K0.0%CoreLowStamford, CT2026-11-05
Abundance Wealth Counselors
2,555$467.8K0.1%GrowthLowState College, PA2026-10-26
LEE Danner & Bass Inc
2,517$460.9K0.0%ValueVery LowNashville, TN2026-10-27
Ping Capital Management, Inc.
2,500$457.8K0.1%YieldMediumNew York, NY2026-10-13
Imc-Chicago, LLC
2,471$452.4K0.0%GARPVery HighChicago, IL2026-11-05
Sagespring Wealth Partners, LLC
2,440$446.8K0.0%ETFLowFranklin, TN2026-10-22
Elevation Point Wealth Partners, LLC
2,434$445.7K0.0%CoreHighDenver, CO2026-11-05
Trust Point Inc.
2,432$445.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Greenspring Advisors, LLC
2,380$435.6K0.0%ETFVery LowTowson, MD2026-11-05
Rosenberg Matthew Hamilton
2,371$434.1K0.1%ETFVery LowGrand Junction, CO2026-10-05
D.A. Davidson & Co.
2,369$433.9K0.0%CoreLowGreat Falls, MT2026-10-28
Legacy Bridge, LLC
2,328$426.3K0.1%GrowthVery LowWest Des Moines, IA2026-10-28
J. Team Financial, Inc.
2,286$418.6K0.4%CoreMediumAbilene, TX2026-11-03
Clearstead Advisors, LLC
2,282$417.5K0.0%ETFLowCleveland, OH2026-11-06
Anchyra Partners LLC
2,280$417.5K0.1%CoreLowAtlanta, GA2026-10-13
Ascent Group, LLC
2,256$413.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Westover Capital Advisors, LLC
2,245$411.1K0.1%MomentumLowWilmington, DE2026-10-26
Mission Wealth Management, LP
2,236$409.4K0.0%ETFLowSanta Barbara, CA2026-10-15
MGO One Seven LLC
2,219$406.3K0.0%GrowthLowBeachwood, OH2026-10-28
Wealth Group, Ltd.
2,168$3970.0%GrowthVery LowRaleigh, NC2026-10-30
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,101$384.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Nicholas Hoffman & Company, Llc.
2,082$381.1K0.0%ETFVery LowAtlanta, GA2026-10-30
Dynamic Advisor Solutions LLC
2,080$380.9K0.0%ETFLowPhoenix, AZ2026-10-13
Total Clarity Wealth Management, Inc.
2,049$375.2K0.1%ETFMediumSt. Charles, IL2026-10-26
StoneX Group Inc.
2,041$384.6K0.0%ETFMediumNew York, NY2026-11-03
Dorato Capital Management
2,039$373.0K0.2%ValueVery LowDenver, CO2026-10-08
Net Worth Advisory Group
2,014$369.3K0.1%GARPMediumSandy, UT2026-10-20
Cromwell Holdings LLC
1,983$363.1K0.2%IndexLowJackson, WY2026-10-28
Davenport & Co LLC
1,926$352.7K0.0%CoreMediumRichmond, VA2026-10-14
55 North Private Wealth, LLC
1,921$351.7K0.1%ETFLowWinter Park, FL2026-10-20
Sowell Financial Services LLC
1,920$351.6K0.0%CoreLowNorth Little Rock, AR2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,910$349.6K0.0%GARPLowMansfield, OH2026-10-27
Wedbush Securities Inc
1,899$3480.0%CoreLowPasadena, CA2026-10-22
Keeler Thomas Management LLC
1,874$343.1K0.1%CoreHighOrem, UT2026-10-29
DeDora Capital, Inc.
1,857$340.1K0.1%ETFVery LowNapa, CA2026-10-26
71 West Capital Partners
1,812$331.8K0.0%IndexVery LowBoston, MA2026-11-04
First Command Advisory Services, Inc.
1,791$327.9K0.0%IndexLowFort Worth, TX2026-11-05
Yousif Capital Management, LLC
1,750$320.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Soltis Investment Advisors LLC
1,742$318.9K0.0%CoreMediumSt. George, UT2026-10-28
Parr Mcknight Wealth Management Group, LLC
1,742$319.0K0.0%CoreMediumMinneapolis, MN2026-10-30
PKS Advisory Services, LLC
1,736$292.5K0.0%ETFMediumAlbany, NY2026-10-26
Avior Wealth Management, LLC
1,732$317.1K0.0%ETFMediumOmaha, NE2026-10-13
Traveka Wealth, LLC
1,711$313.3K0.1%ETFLowLos Altos, CA2026-10-19
Deutsche Bank Ag\
1,676$306.9K0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
VestGen Advisors, LLC
1,664$304.7K0.0%GrowthMediumChicago, IL2026-10-27
Riversedge Advisors, LLC
1,653$302.7K0.0%ETFMediumWilmington, DE2026-10-09
Legacy Advisors, LLC
1,652$302.5K0.0%ETFLowPlymouth Meeting, PA2026-10-19
First Horizon Corp
1,651$302.3K0.0%CoreLowMemphis, TN2026-10-26
Trek Financial, LLC
1,622$297.0K0.0%ETFHighScottsdale, AZ2026-10-29
Walkner Condon Financial Advisors LLC
1,593$291.7K0.0%ETFLowVerona, WI2026-11-02
Rossby Financial, LCC
1,563$286.2K0.0%ETFMediumMelbourne, FL2026-11-05
Perigon Wealth Management, LLC
1,559$285.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Wedmont Private Capital
1,548$287.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Abacus Wealth Partners, LLC
1,542$282.3K0.0%ETFLowSanta Monica, CA2026-11-03
180 Wealth Advisors, LLC
1,534$280.9K0.0%CoreLowFederal Way, WA2026-11-03
Aprio Wealth Management, LLC
1,521$278.4K0.0%ETFMediumAtlanta, GA2026-10-28
Successful Portfolios LLC
1,520$275.9K0.1%CoreVery LowClearwater, FL2026-10-09
King Luther Capital Management Corp
1,517$277.8K0.0%CoreLowFort Worth, TX2026-11-05
J.W. Cole Advisors, Inc.
1,487$272.3K0.0%IndexLowTampa, FL2026-11-05
Manchester Capital Management LLC
1,464$268.1K0.0%CoreLowManchester, VT2026-10-22
Hardy Reed LLC
1,457$266.8K0.0%ETFVery LowTupelo, MS2026-11-06
Canopy Partners, LLC
1,451$265.7K0.1%GrowthLowCincinnati, OH2026-10-28
Gibbs Wealth Management
1,415$259.1K0.0%CoreLowAlpharetta, GA2026-10-22
Resonant Capital Advisors, LLC
1,399$256.2K0.0%ETFLowMadison, WI2026-10-15
KOM Wealth Management Group, LLC
1,396$255.6K0.1%ETFLowAppleton, WI2026-10-15
Crestwood Advisors Group, LLC
1,392$254.8K0.0%GrowthLowBoston, MA2026-10-27
Klingman & Associates, LLC
1,389$254.4K0.0%ETFVery LowNew York, NY2026-10-20
Oppenheimer & Co Inc
1,368$250.5K0.0%CoreLowNew York, NY2026-10-26
SteelPeak Wealth, LLC
1,363$249.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Glenview Trust Co
1,361$249.2K0.0%GrowthVery LowLouisville, KY2026-10-28
Parkside Financial Bank & Trust
1,340$245.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Meridian Wealth Management, LLC
1,305$238.9K0.0%GrowthLowLexington, KY2026-11-05
Heritage Wealth Management, Inc.
1,265$231.7K0.1%CoreLowCincinnati, OH2026-10-28
Blue Trust, Inc.
1,255$229.8K0.0%ETFLowBrentwood, TN2026-10-15
OpenArc Corporate Advisory, LLC
1,225$224.3K0.0%GrowthLowAtlanta, GA2026-10-21
RBA Wealth Management, LLC
1,218$223.0K0.1%ValueMediumNewport Beach, CA2026-10-28
Ashton Thomas Private Wealth, LLC
1,202$220.0K0.0%CoreMediumScottsdale, AZ2026-11-03
Sovran Advisors, LLC
1,195$234.9K0.0%ETFMediumSan Diego, CA2026-11-02
Silvia Mccoll Wealth Management, LLC
1,175$215.1K0.1%CoreVery LowSan Diego, CA2026-10-07
Altfest L J & Co Inc
1,163$213.0K0.0%ETFHighNew York, NY2026-10-27
Fifth Third Bancorp
1,157$211.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Provenance Wealth Advisors, LLC
1,147$210.0K0.0%ETFLowFort Lauderdale, FL2026-10-30
Angeles Wealth Management, LLC
1,121$205.3K0.0%ETFLowSanta Monica, CA2026-10-26
Penobscot Investment Management Company, Inc.
1,102$201.8K0.0%GrowthLowBoston, MA2026-10-26
Semus Wealth Partners LLC
1,100$201.4K0.1%GrowthLowBoca Raton, FL2026-10-22
Sound Income Strategies, LLC
1,080$200.9K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Leonteq Securities AG
1,065$195.0K0.0%CoreHighZurich, Switzerland2026-10-29
First Bancorp, Inc
910$166.6K0.1%ValueVery LowDamariscotta, ME2026-10-26
Larson Financial Group LLC
767$140.4K0.0%GrowthLowSt Louis, MO2026-11-05
Cullen T Bankers, Inc.
735$134.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Central Trust Co
710$130.0K0.0%CoreLowJefferson City, MO2026-11-05
Pflug Koory, LLC
700$128.2K0.1%CoreVery LowOmaha, NE2026-10-26
Hazlett, Burt & Watson, Inc.
628$1150.0%CoreVery LowWheeling, WV2026-11-04
Salomon & Ludwin, LLC
611$111.9K0.0%ETFVery LowRichmond, VA2026-10-29
Community Bank, N.A.
600$109.9K0.0%CoreVery LowDewitt, NY2026-11-06
UMB Bank, n.a.
570$104.4K0.0%CoreLowKansas City, MO2026-11-06
Owl Creek Wealth Partners LLC
568$104.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Spire Wealth Management
522$95.6K0.0%GrowthMediumMclean, VA2026-10-30
James T. Borello RIA
460$84.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Costello Asset Management, Inc
420$76.9K0.0%CoreLowFeasterville, PA2026-10-30
Financial Management Professionals, Inc.
413$75.6K0.0%ETFMediumAustin, TX2026-10-23
Westside Investment Management, Inc.
403$73.4K0.0%GrowthLowSanta Monica, CA2026-11-02
Trust Co of Toledo NA
400$73.2K0.0%GrowthVery LowHolland, OH2026-10-16
Main Street Group, LTD
386$70.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Rothwell Investment Advisors, LLC
380$69.7K0.0%N/AN/ASalem, MA2026-11-06
Rydar Equities, Inc.
356$65.1K0.0%CoreVery LowWeatherford, TX2026-10-13
North Star Investment Management Corp.
350$64.1K0.0%CoreLowChicago, IL2026-10-27
Ares Financial Consulting, LLC
341$62.4K0.0%CoreLowCalabasas, CA2026-10-19
Root Financial Partners, LLC
338$61.9K0.0%ETFMediumEncinitas, CA2026-10-21
Golden State Wealth Management, LLC
334$61.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Ascentis Wealth Management, LLC
316$57.9K0.0%Agg GrowthLowDallas, TX2026-11-03
Brown, Lisle Ings, Inc.
312$57.1K0.0%CoreVery LowProvidence, RI2026-10-16
Private Trust Co NA
291$53.3K0.0%CoreLowCleveland, OH2026-10-20
CoreCap Advisors, LLC
275$50.5K0.0%ETFMediumSouthfield, MI2026-10-08
Bangor Savings Bank
267$48.9K0.0%ETFLowBangor, ME2026-10-06
Financial Perspectives, Inc
267$48.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Lanark Financial, Inc.
248$45.4K0.0%CoreMediumBirmingham, AL2026-10-26
Wilmington Savings Fund Society, FSB
240$43.9K0.0%CoreLowWilmington, DE2026-10-23
Roxbury Financial LLC
224$41.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Trust Co of Vermont
215$39.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Asset Dedication, LLC
204$37.4K0.0%ETFLowSan Francisco, CA2026-11-03
Concord Wealth Partners
203$37.2K0.0%GrowthLowAbingdon, VA2026-11-02
Independence Bank of Kentucky
200$36.6K0.0%GrowthLowOwensboro, KY2026-10-26
Montag A & Associates Inc
200$36.6K0.0%CoreLowAtlanta, GA2026-10-29
Key FInancial Inc
199$36.4K0.0%ETFLowWest Chester, PA2026-11-02
JFS Wealth Advisors, LLC
196$35.9K0.0%ETFVery LowHermitage, PA2026-11-03
Jacobi Capital Management LLC
186$34.1K0.0%CoreLowPittston, PA2026-11-05
Miller Global Investments, LLC
185$33.9K0.0%ValueMediumDallas, TX2026-10-02
Oakworth Capital, Inc.
174$31.9K0.0%ETFLowBirmingham, AL2026-10-26
Bell Investment Advisors, Inc
167$30.6K0.0%ETFVery LowOrinda, CA2026-10-29
Mather Group, Llc.
164$30.0K0.0%ETFMediumChicago, IL2026-10-14
Cassaday & Co Wealth Management LLC
156$28.6K0.0%ETFVery LowMclean, VA2026-10-27
Highline Wealth Partners LLC
154$28.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Physician Wealth Advisors, Inc.
154$28.2K0.0%ETFMediumMidvale, UT2026-10-20
Meriwether Wealth & Planning, LLC
150$27.5K0.0%ETFMediumMinden, LA2026-10-13
Nfsg Corp
147$26.9K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
SJS Investment Consulting Inc.
145$26.6K0.0%ETFVery LowSylvania, OH2026-10-26
True Wealth Design, LLC
142$26.0K0.0%ETFMediumAkron, OH2026-10-13
Fairscale Capital, LLC
142$27.8K0.0%GrowthVery LowNashua, NH2026-11-04
Boyd Watterson Asset Management LLC
141$25.8K0.0%CoreLowCleveland, OH2026-11-06
Silver Grove Financial Group, Inc.
140$25.6K0.0%CoreMediumOrchard Park, NY2026-11-05
West Financial Advisors, LLC
139$25.5K0.0%ETFLowDes Moines, IA2026-10-22
Signature Equity Partners, LLC
138$25.3K0.0%GrowthMediumColumbus, OH2026-10-29
Eastern Bank
138$25.3K0.0%GrowthMediumBoston, MA2026-10-05
Bank of New Hampshire
135$24.7K0.0%CoreLowLaconia, NH2026-10-06
Financial Consulate, Inc
133$24.4K0.0%ETFLowHunt Valley, MD2026-10-23
Compass Financial Management LLC
132$24.2K0.0%CoreN/ATampa, FL2026-10-30
Latitude Advisors, LLC
123$22.5K0.0%ETFLowYorkville, IL2026-10-27
Pathway Financial Advisers, LLC
119$21.9K0.0%CoreLowAuburn, IN2026-10-27
CX Institutional
115$210.0%CoreMediumAuburn, IN2026-10-02
Retirement Wealth Solutions LLC
109$20.0K0.0%ETFLowMarshfield, WI2026-10-07
Maseco LLP
106$19.4K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Winch Advisory Services, LLC
103$18.9K0.0%GrowthVery LowAppleton, WI2026-11-06
Key Capital Management, Inc
103$18.9K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Center for Financial Planning, Inc.
100$18.3K0.0%ETFLowSouthfied, MI2026-10-26
City State Bank
100$18.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Hilltop National Bank
100$18.3K0.0%CoreLowCasper, WY2026-10-14
Caldwell Trust Co
100$18.3K0.0%GrowthLowVenice, FL2026-10-30
Evolution Wealth Management Inc.
100$18.3K0.0%ETFMediumFort Myers, FL2026-10-28
Bradley & Co. Private Wealth Management, LLC
100$18.3K0.0%CoreVery LowMiami, FL2026-10-23
Harbor Investment Advisory, LLC
98$17.9K0.0%GrowthLowLutherville, MD2026-10-13
Proathlete Wealth Management LLC
98$17.9K0.0%ETFVery LowBoca Raton, FL2026-10-15
Albion Financial Group
88$16.1K0.0%GrowthLowSalt Lake City, UT2026-10-21
IFP Advisors, Inc
85$15.6K0.0%GrowthLowTampa, FL2026-10-16
Zions Bancorporation, National Association
85$15.6K0.0%CoreMediumSalt Lake City, UT2026-11-06
Phillip James Consulting Co.
83$15.2K0.0%ETFVery HighPlymouth, MN2026-11-03
Livelsberger Financial Advisory
76$13.9K0.1%YieldVery LowAshland, OH2026-10-28
Triumph Capital Management
75$13.7K0.0%ETFMediumDenver, CO2026-10-14
Mcdonald Partners LLC
75$13.7K0.0%CoreLowCleveland, OH2026-11-03
Redwood Park Advisors LLC
70$12.8K0.0%ETFVery LowRedwood City, CA2026-11-02
UMB Private Wealth Management, LLC
69$12.6K0.0%GrowthN/AKansas City, MO2026-10-19
Nemes Rush Group LLC
66$12.1K0.0%CoreVery LowNovi, MI2026-11-04
Nova Financial LLC
62$11.4K0.0%N/AN/ATucson, AZ2026-11-04
Arlington Trust Co LLC
62$11.4K0.0%ETFMediumBirmingham, AL2026-10-20
Laurel Wealth Advisors LLC
61$11.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Aspect Partners, LLC
58$10.6K0.0%ETFMediumFairfax, VA2026-10-20
Next Level Wealth Planning, LLC
55$10.1K0.0%ETFVery LowMeridian, ID2026-10-29
Adirondack Trust Co
50$9.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Elyxium Wealth, LLC
47$8.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Fortitude Family Office, LLC
46$8.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Kelleher Financial Advisors
45$8.2K0.0%CoreMediumNew York, NY2026-10-30
Creative Capital Management Investments LLC
45$8.2K0.0%ETFLowSan Diego, CA2026-10-28
Richards, Merrill & Peterson, Inc.
45$8.2K0.0%GrowthLowSpokane, WA2026-10-19
Abound Wealth Management
44$8.1K0.0%ETFVery LowFranklin, TN2026-10-26
Planning Strategies Inc.
41$7.5K0.0%ETFN/ALancaster, PA2026-10-02
Bayban
40$6.7K0.0%ValueLowBayport, MN2026-11-05
Toth Financial Advisory Corp
40$7.3K0.0%CoreLowLeesburg, VA2026-10-08
Gleason Group, Inc.
39$7.1K0.0%ETFVery LowProspect, KY2026-10-15
American Capital Advisory, LLC
37$6.8K0.0%ETFLowKetchum, ID2026-10-28
Caitong International Asset Management Co., Ltd
35$6.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
MV Capital Management, Inc.
34$6.2K0.0%ETFLowBethesda, MD2026-10-29
WPG Advisers, LLC
30$5.5K0.0%CoreLowBaltimore, MD2026-10-27
Acumen Wealth Advisors, LLC
28$5.1K0.0%GrowthHighChattanooga, TN2026-11-05
Beacon Financial Strategies Corp
25$4.6K0.0%ETFVery LowRaleigh, NC2026-10-14
Ascentis Independent Advisors
25$4.6K0.0%ETFLowDallas, TX2026-11-03
Grove Bank & Trust
25$4.6K0.0%ETFLowMiami, FL2026-10-08
Financial Network Wealth Advisors LLC
23$4.2K0.0%ETFLowMurray, UT2026-10-28
Markowski Investments
22$4.0K0.0%ETFN/ATampa, FL2026-10-30
Country Trust Bank
20$3.7K0.0%GrowthLowBloomington, IL2026-10-30
GHP Investment Advisors, Inc.
17$3.1K0.0%CoreVery LowDenver, CO2026-10-15
Byrne Asset Management LLC
15$2.8K0.0%CoreLowKingston, NJ2026-10-06
Balance Wealth Partners LLC
13$2.4K0.0%ETFMediumWorthington, OH2026-10-27
Monetary Solutions, Ltd
12$2.2K0.0%ETFVery LowDayton, OH2026-10-22
MidAtlantic Capital Management, Inc.
12$2.2K0.0%ETFVery LowRichmond, VA2026-11-05
Breakwater Investment Management
11$2.0K0.0%ETFLowSeattle, WA2026-10-20
Essential Investment Partners LLC
10$1.8K0.0%GrowthLowEnglewood, CO2026-10-27
Tradewinds Capital Management, LLC
10$1.8K0.0%ETFVery HighBellingham, WA2026-10-23
Avion Wealth
10$10.0%ETFLowThe Woodlands, TX2026-11-04
Noble Wealth Management PBC
9$1.6K0.0%YieldMediumGreenwood Village, CO2026-10-01
Richardson Financial Services Inc.
9$1.6K0.0%GrowthMediumMedway, MA2026-10-30
Navigoe, LLC
8$10.0%ETFVery LowRedondo Beach, CA2026-11-04
Elevated Capital Advisors, LLC
8$1.5K0.0%ETFMediumSandy, UT2026-11-04
Evermay Wealth Management LLC
8$1.5K0.0%ETFLowArlington, VA2026-11-05
Nvest Wealth Strategies, Inc.
6$1.1K0.0%ETFVery LowPowell, OH2026-10-14
Godsey & Gibb, Inc
5$9160.0%CoreLowRichmond, VA2026-10-14
Farmers & Merchants Investments Inc
5$9160.0%CoreVery LowLincoln, NE2026-10-22
Creative Financial Designs Inc
5$9160.0%ETFMediumKokomo, IN2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
5$10.0%GARPLowChambersburg, PA2026-10-14
Trust Co
4$7320.0%ETFVery LowManhattan, KS2026-10-09
Gilpin Wealth Management, LLC
4$7330.0%GrowthLowDenver, CO2026-10-09
TFC Financial Management, Inc.
4$7330.0%ETFVery LowBoston, MA2026-10-26
Kozak & Associates, Inc.
4$7110.0%ETFLowHighlands Ranch, CO2026-10-29
Downshift Financial, LLC
3$5490.0%ETFLowBoulder, CO2026-10-13
Essential Partners LLC
3$5490.0%ValueMediumRancho Santa Fe, CA2026-10-14
Wolff Wiese Magana LLC
2$3670.0%GrowthLowCarslbad, CA2026-10-15
Mosley Wealth Management
2$3840.0%ETFHighAnaheim, CA2026-10-16
Rachor Investment Advisory Services, LLC
1$2060.0%ETFVery LowLinden, MI2026-10-29
Fairway Wealth LLC
1$1830.0%ETFLowIndependence, OH2026-10-30
High Note Wealth, LLC
1$1830.0%ETFVery LowDeephaven, MN2026-10-27
Horizon Financial Services, LLC
0$00.0%ETFLowWinston Salem, NC2026-11-04