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Travel + Leisure Co (TNL)

CUSIP: 894164102 | NYSE | Consumer Cyclical · Travel Services | Mid Cap | 1048 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,301,257
0.0% of portfolio›$80.5M
Truist Financial Corp965,513
0.1% of portfolio›$59.7M
Copeland Capital Management, LLC944,053
1.3% of portfolio›$58.4M
Swedbank AB774,499
0.0% of portfolio›$47.9M
Crossmark Global Holdings, Inc.199,804
0.2% of portfolio›$12.4M
Iridian Asset Management LLC198,075
4.5% of portfolio›$12.3M
Retirement Systems of Alabama186,471
0.0% of portfolio›$11.5M
MacKenzie Financial Corp173,157
0.0% of portfolio›$10.7M
Principal Financial Group Inc140,310
0.0% of portfolio›$8.7M
New York State Teachers Retirement System94,973
0.0% of portfolio›$5.9K
Vista Investment Partners LLC82,600
1.3% of portfolio›$5.1M
Y-Intercept (Hong Kong) Ltd63,328
0.1% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC62,376
0.0% of portfolio›$3.9M
Vista Investment Partners II, LLC58,901
1.5% of portfolio›$3.6M
Kendall Capital Management42,830
0.4% of portfolio›$2.6M
Harbor Capital Advisors, Inc.41,404
0.0% of portfolio›$2.6K
Taylor Securities Services, Inc.38,600
1.0% of portfolio›$2.4M
Citigroup Inc37,368
0.0% of portfolio›$2.3M
Oak Thistle LLC34,516
0.2% of portfolio›$2.1M
Sterling Capital Management LLC31,318
0.0% of portfolio›$1.9M
Creative Planning29,949
0.0% of portfolio›$1.9M
Amalgamated Bank27,539
0.0% of portfolio›$1.7K
Sidoxia Capital Management, LLC27,483
1.2% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.24,240
0.0% of portfolio›$1.5M
Oliver Luxxe Assets LLC23,874
0.2% of portfolio›$1.5M
Mutual of America Capital Management LLC22,282
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D22,138
0.0% of portfolio›$1.4M
Bokf, NA21,785
0.0% of portfolio›$1.3M
Achmea Investment Management B.V.21,700
0.0% of portfolio›$1.3M
Ethic Inc.20,735
0.0% of portfolio›$1.3M
Point Nemo Capital, LLC20,474
0.6% of portfolio›$1.3M
Savoir Faire Capital Management, L.P.18,542
1.0% of portfolio›$1.1M
Louisiana State Employees Retirement System18,200
0.0% of portfolio›$1.1M
Arizona State Retirement System17,143
0.0% of portfolio›$1.1M
Keeler Thomas Management LLC16,369
0.4% of portfolio›$1.0M
Burney Co/16,110
0.0% of portfolio›$996.7K
Yousif Capital Management, LLC15,902
0.0% of portfolio›$983.9K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,609
0.0% of portfolio›$903.9K
State of Michigan Retirement System14,407
0.0% of portfolio›$891.4K
Aaron Wealth Advisors LLC13,452
0.0% of portfolio›$832.3K
Oregon Public Employees Retirement Fund12,700
0.0% of portfolio›$785.7K
Chicago Partners Investment Group LLC12,278
0.0% of portfolio›$797.2K
Victory Financial Group, LLC11,087
0.1% of portfolio›$686.0K
MBM Wealth Consultants, LLC10,265
0.1% of portfolio›$635.1K
Nisa Investment Advisors, LLC10,248
0.0% of portfolio›$634.0K
Pictet Asset Management Holding SA10,077
0.0% of portfolio›$623.5K
Inscription Capital, LLC10,069
0.1% of portfolio›$623.0K
Diversify Wealth Management, LLC9,682
0.0% of portfolio›$632.1K
Diversify Advisory Services, LLC9,682
0.0% of portfolio›$632.1K
Meridian Investment Counsel Inc.9,675
0.1% of portfolio›$598.6K
Xponance LLC8,619
0.0% of portfolio›$533.3K
Evergreen Capital Management LLC7,708
0.0% of portfolio›$476.9K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,452
0.0% of portfolio›$461.1K
Certuity, LLC7,307
0.0% of portfolio›$452.1K
Krilogy Financial LLC7,123
0.0% of portfolio›$441.9K
Anchyra Partners LLC6,700
0.1% of portfolio›$414.5K
Commonwealth Equity Services, LLC6,675
0.0% of portfolio›$413.0K
Farther Finance Advisors, LLC6,561
0.0% of portfolio›$405.9K
United Community Bank6,510
0.1% of portfolio›$402.8K
Versant Capital Management, Inc6,467
0.0% of portfolio›$400.1K
HUB Investment Partners, LLC6,386
0.0% of portfolio›$395.1K
AlphaCore Capital LLC5,990
0.0% of portfolio›$370.6K
Quadrant Capital Group LLC5,967
0.0% of portfolio›$375.9K
Michael J. Porro & Co. Financial Advisors, Inc.5,844
0.2% of portfolio›$361.6K
Childress Capital Advisors, LLC5,815
0.1% of portfolio›$359.8K
State of Alaska, Department of Revenue5,799
0.0% of portfolio›$358
Brighton Jones LLC5,503
0.0% of portfolio›$340.5K
Swiss Life Asset Management Ltd4,305
0.0% of portfolio›$266.4K
Wright Investors Service Inc4,254
0.1% of portfolio›$263.2K
Virginia Retirement Systems ET Al4,200
0.0% of portfolio›$259.9K
Venture Visionary Partners LLC4,175
0.0% of portfolio›$258.3K
Greenleaf Trust4,116
0.0% of portfolio›$254.7K
Kathmere Capital Management, LLC4,069
0.0% of portfolio›$251.7K
Gamma Investing LLC3,894
0.0% of portfolio›$240.9K
Sagespring Wealth Partners, LLC3,891
0.0% of portfolio›$240.8K
Baron Wealth Management LLC3,831
0.1% of portfolio›$237.0K
Cambridge Investment Research Advisors, Inc.3,670
0.0% of portfolio›$227
Fifth Third Wealth Advisors LLC3,519
0.0% of portfolio›$217.7K
Hohimer Wealth Management, LLC3,449
0.0% of portfolio›$213.4K
DekaBank Deutsche Girozentrale3,419
0.0% of portfolio›$214
Mitchell Sinkler & Starr3,332
0.1% of portfolio›$206.2K
Strs Ohio2,775
0.0% of portfolio›$171.7K
IFP Advisors, Inc2,687
0.0% of portfolio›$166.2K
EverSource Wealth Advisors, LLC2,471
0.0% of portfolio›$152.9K
State of Wyoming2,173
0.0% of portfolio›$134.4K
KBC Group NV1,908
0.0% of portfolio›$118
Signaturefd, LLC1,666
0.0% of portfolio›$103.1K
True Wealth Design, LLC1,545
0.0% of portfolio›$95.6K
First Horizon Corp1,521
0.0% of portfolio›$94.1K
Fulcrum Asset Management LLP1,518
0.0% of portfolio›$97.1K
Parallel Advisors, LLC1,470
0.0% of portfolio›$91.0K
Larson Financial Group LLC1,437
0.0% of portfolio›$88.9K
Essential Partners LLC1,378
0.0% of portfolio›$85.3K
CFG Wealth Management Services, Inc.1,220
0.1% of portfolio›$76.8K
JFS Wealth Advisors, LLC1,185
0.0% of portfolio›$73.3K
Bayforest Capital Ltd1,005
0.1% of portfolio›$62.2K
Assetmark, Inc962
0.0% of portfolio›$59.5K
Parkside Financial Bank & Trust632
0.0% of portfolio›$39.1K
Atwood & Palmer Inc500
0.0% of portfolio›$30.9K
Lanark Financial, Inc.453
0.0% of portfolio›$28.1K
Elevation Wealth Partners, LLC429
0.0% of portfolio›$26.5K
First Bancorp, Inc350
0.0% of portfolio›$21.7K
Elyxium Wealth, LLC303
0.0% of portfolio›$18.7K
Heritage Family Offices, LLP288
0.0% of portfolio›$17.8K
Root Financial Partners, LLC270
0.0% of portfolio›$16.7K
Rossby Financial, LCC243
0.0% of portfolio›$15.0K
Pinnacle Wealth Planning Services, Inc.215
0.0% of portfolio›$13.3K
MassMutual Private Wealth & Trust, FSB207
0.0% of portfolio›$12.8K
Mitsubishi UFJ Asset Management Co., Ltd.203
0.0% of portfolio›$12.6K
Cassaday & Co Wealth Management LLC200
0.0% of portfolio›$12.4K
Leonteq Securities AG184
0.0% of portfolio›$11.4K
Private Wealth Management Group, LLC182
0.0% of portfolio›$11.3K
Highline Wealth Partners LLC175
0.0% of portfolio›$10.8K
SBI Securities Co., Ltd.168
0.0% of portfolio›$10.4K
Acumen Wealth Advisors, LLC166
0.0% of portfolio›$10.3K
Retirement Wealth Solutions LLC151
0.0% of portfolio›$9.3K
Downshift Financial, LLC135
0.0% of portfolio›$8.4K
Asset Dedication, LLC126
0.0% of portfolio›$7.8K
Covestor Ltd122
0.0% of portfolio›$8
Pacific Center for Financial Services110
0.0% of portfolio›$6.8K
High Note Wealth, LLC96
0.0% of portfolio›$5.9K
Cedar Mountain Advisors, LLC81
0.0% of portfolio›$5.0K
Hilton Head Capital Partners, LLC79
0.0% of portfolio›$4.9K
WPG Advisers, LLC79
0.0% of portfolio›$4.9K
SJS Investment Consulting Inc.77
0.0% of portfolio›$4.8K
Private Trust Co NA63
0.0% of portfolio›$3.9K
Grove Bank & Trust60
0.0% of portfolio›$3.7K
TD Private Client Wealth LLC60
0.0% of portfolio›$3.7K
Compass Wealth Management LLC59
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC58
0.0% of portfolio›$3.6K
Ares Financial Consulting, LLC56
0.0% of portfolio›$3.5K
Marshall & Sterling Wealth Advisors Inc.54
0.0% of portfolio›$3.3K
Ascentis Independent Advisors53
0.0% of portfolio›$3.3K
Trust Co of Vermont52
0.0% of portfolio›$3.2K
Mather Group, Llc.50
0.0% of portfolio›$3.1K
Blue Trust, Inc.44
0.0% of portfolio›$2.7K
Virginia Estate & Retirement Planning Advisors Inc.44
0.0% of portfolio›$2.8K
Capital Advisors, Ltd. LLC41
0.0% of portfolio›$3
Creative Capital Management Investments LLC37
0.0% of portfolio›$2.3K
Meriwether Wealth & Planning, LLC37
0.0% of portfolio›$2.3K
Manchester Capital Management LLC31
0.0% of portfolio›$1.9K
MTM Investment Management, LLC30
0.0% of portfolio›$1.9K
Plante Moran Financial Advisors, LLC29
0.0% of portfolio›$1.8K
Bare Financial Services, Inc25
0.0% of portfolio›$1.5K
Signature Equity Partners, LLC23
0.0% of portfolio›$1.4K
Wolff Wiese Magana LLC22
0.0% of portfolio›$1.4K
Hughes Financial Services, LLC21
0.0% of portfolio›$1.5K
Bell Investment Advisors, Inc20
0.0% of portfolio›$1.2K
CX Institutional17
0.0% of portfolio›$1
North Star Investment Management Corp.16
0.0% of portfolio›$990
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$990
CoreCap Advisors, LLC14
0.0% of portfolio›$866
Cromwell Holdings LLC12
0.0% of portfolio›$742
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$619
Provenance Wealth Advisors, LLC9
0.0% of portfolio›$557
Physician Wealth Advisors, Inc.7
0.0% of portfolio›$434
Brown, Lisle Ings, Inc.7
0.0% of portfolio›$433
Valley National Advisers Inc7
0.0% of portfolio›$434
Creative Financial Designs Inc5
0.0% of portfolio›$309
Signature Resources Capital Management, LLC4
0.0% of portfolio›$247
Monetary Solutions, Ltd3
0.0% of portfolio›$186
DecisionPoint Financial, LLC3
0.0% of portfolio›$189
Maseco LLP3
0.0% of portfolio›$186
Maryland Capital Advisors Inc.1
0.0% of portfolio›$62
Armstrong Advisory Group, Inc0
0.0% of portfolio›$30
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,301,257$80.5M0.0%IndexLowAustin, TX2026-11-04
Truist Financial Corp
965,513$59.7M0.1%CoreLowCharlotte, NC2026-10-30
Copeland Capital Management, LLC
944,053$58.4M1.3%ValueMediumConshohocken, PA2026-10-13
Swedbank AB
774,499$47.9M0.0%GrowthLowStockholm, Sweden2026-10-27
Crossmark Global Holdings, Inc.
199,804$12.4M0.2%GARPMediumHouston, TX2026-10-21
Iridian Asset Management LLC
198,075$12.3M4.5%Deep ValueMediumWestport, CT2026-10-23
Retirement Systems of Alabama
186,471$11.5M0.0%IndexLowMontgomery, AL2026-11-04
MacKenzie Financial Corp
173,157$10.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Principal Financial Group Inc
140,310$8.7M0.0%CoreLowDes Moines, IA2026-11-02
New York State Teachers Retirement System
94,973$5.9K0.0%CoreVery LowAlbany, NY2026-10-22
Vista Investment Partners LLC
82,600$5.1M1.3%MomentumMediumOklahoma City, OK2026-10-08
Y-Intercept (Hong Kong) Ltd
63,328$3.9M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Wealth Enhancement Advisory Services, LLC
62,376$3.9M0.0%CoreLowPlymouth, MN2026-10-13
Vista Investment Partners II, LLC
58,901$3.6M1.5%CoreMediumRichmond, IN2026-10-15
Kendall Capital Management
42,830$2.6M0.4%GARPLowRockville, MD2026-10-23
Harbor Capital Advisors, Inc.
41,404$2.6K0.0%ValueHighChicago, IL2026-10-22
Taylor Securities Services, Inc.
38,600$2.4M1.0%ETFLowHarrisburg, PA2026-10-20
Citigroup Inc
37,368$2.3M0.0%CoreMediumNew York, NY2026-11-04
Oak Thistle LLC
34,516$2.1M0.2%ValueVery HighNew York, NY2026-10-21
Sterling Capital Management LLC
31,318$1.9M0.0%GARPMediumCharlotte, NC2026-10-22
Creative Planning
29,949$1.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Amalgamated Bank
27,539$1.7K0.0%CoreVery LowNew York, NY2026-10-23
Sidoxia Capital Management, LLC
27,483$1.7M1.2%GrowthLowNewport Beach, CA2026-10-28
Hennion & Walsh Asset Management, Inc.
24,240$1.5M0.0%ValueMediumParsippany, NJ2026-10-13
Oliver Luxxe Assets LLC
23,874$1.5M0.2%ValueMediumGladstone, NJ2026-10-14
Mutual of America Capital Management LLC
22,282$1.4M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
22,138$1.4M0.0%CoreLowTrenton, NJ2026-11-05
Bokf, NA
21,785$1.3M0.0%CoreLowTulsa, OK2026-10-27
Achmea Investment Management B.V.
21,700$1.3M0.0%CoreMediumZeist, Philippines2026-10-30
Ethic Inc.
20,735$1.3M0.0%CoreLowNew York, NY2026-11-03
Point Nemo Capital, LLC
20,474$1.3M0.6%GARPVery HighDripping Springs, TX2026-11-03
Savoir Faire Capital Management, L.P.
18,542$1.1M1.0%ValueMediumNorwalk, CT2026-11-03
Louisiana State Employees Retirement System
18,200$1.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
17,143$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Keeler Thomas Management LLC
16,369$1.0M0.4%CoreHighOrem, UT2026-10-29
Burney Co/
16,110$996.7K0.0%GARPMediumReston, VA2026-10-15
Yousif Capital Management, LLC
15,902$983.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,609$903.9K0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
14,407$891.4K0.0%IndexLowEast Lansing, MI2026-10-27
Aaron Wealth Advisors LLC
13,452$832.3K0.0%GrowthMediumChicago, IL2026-10-13
Oregon Public Employees Retirement Fund
12,700$785.7K0.0%IndexVery LowTigard, OR2026-10-30
Chicago Partners Investment Group LLC
12,278$797.2K0.0%GARPLowChicago, IL2026-10-27
Victory Financial Group, LLC
11,087$686.0K0.1%ETFLowAustin, TX2026-10-27
MBM Wealth Consultants, LLC
10,265$635.1K0.1%ETFVery LowChesterfield, MO2026-10-20
Nisa Investment Advisors, LLC
10,248$634.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pictet Asset Management Holding SA
10,077$623.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Inscription Capital, LLC
10,069$623.0K0.1%GARPMediumHouston, TX2026-11-02
Diversify Wealth Management, LLC
9,682$632.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
9,682$632.1K0.0%GrowthLowSandy, UT2026-10-20
Meridian Investment Counsel Inc.
9,675$598.6K0.1%GARPLowLafayette, CA2026-10-14
Xponance LLC
8,619$533.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Evergreen Capital Management LLC
7,708$476.9K0.0%GARPMediumBellevue, WA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,452$461.1K0.0%GrowthVery LowSeattle, WA2026-10-27
Certuity, LLC
7,307$452.1K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Krilogy Financial LLC
7,123$441.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Anchyra Partners LLC
6,700$414.5K0.1%CoreLowAtlanta, GA2026-10-13
Commonwealth Equity Services, LLC
6,675$413.0K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
6,561$405.9K0.0%IndexLowSan Francisco, CA2026-10-08
United Community Bank
6,510$402.8K0.1%CoreLowGreenville, SC2026-10-28
Versant Capital Management, Inc
6,467$400.1K0.0%GARPLowPhoenix, AZ2026-10-02
HUB Investment Partners, LLC
6,386$395.1K0.0%GrowthLowAustin, TX2026-11-03
AlphaCore Capital LLC
5,990$370.6K0.0%ETFLowLa Jolla, CA2026-11-04
Quadrant Capital Group LLC
5,967$375.9K0.0%CoreLowCincinnati, OH2026-10-20
Michael J. Porro & Co. Financial Advisors, Inc.
5,844$361.6K0.2%GrowthLowOld Tappan, NJ2026-10-16
Childress Capital Advisors, LLC
5,815$359.8K0.1%GARPMediumHouston, TX2026-10-28
State of Alaska, Department of Revenue
5,799$3580.0%CoreVery LowJuneau, AK2026-10-15
Brighton Jones LLC
5,503$340.5K0.0%CoreVery LowSeattle, WA2026-11-03
Swiss Life Asset Management Ltd
4,305$266.4K0.0%CoreLowZurich, Switzerland2026-11-03
Wright Investors Service Inc
4,254$263.2K0.1%GrowthMediumShelton, CT2026-11-02
Virginia Retirement Systems ET Al
4,200$259.9K0.0%CoreMediumRichmond, VA2026-10-28
Venture Visionary Partners LLC
4,175$258.3K0.0%CoreLowSylvania, OH2026-10-07
Greenleaf Trust
4,116$254.7K0.0%CoreLowKalamazoo, MI2026-10-29
Kathmere Capital Management, LLC
4,069$251.7K0.0%ETFLowWayne, PA2026-10-20
Gamma Investing LLC
3,894$240.9K0.0%IndexVery LowFoster City, CA2026-10-08
Sagespring Wealth Partners, LLC
3,891$240.8K0.0%ETFLowFranklin, TN2026-10-22
Baron Wealth Management LLC
3,831$237.0K0.1%CoreLowTroy, MI2026-10-27
Cambridge Investment Research Advisors, Inc.
3,670$2270.0%ETFLowFairfield, IA2026-11-02
Fifth Third Wealth Advisors LLC
3,519$217.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Hohimer Wealth Management, LLC
3,449$213.4K0.0%CoreHighSeattle, WA2026-11-04
DekaBank Deutsche Girozentrale
3,419$2140.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mitchell Sinkler & Starr
3,332$206.2K0.1%CoreVery LowPhiladelphia, PA2026-10-13
Strs Ohio
2,775$171.7K0.0%CoreMediumColumbus, OH2026-10-30
IFP Advisors, Inc
2,687$166.2K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
2,471$152.9K0.0%CoreMediumBirmingham, AL2026-11-04
State of Wyoming
2,173$134.4K0.0%ValueHighCheyenne, WY2026-10-28
KBC Group NV
1,908$1180.0%CoreMediumBrussels, Czech Republic2026-10-22
Signaturefd, LLC
1,666$103.1K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
1,545$95.6K0.0%ETFMediumAkron, OH2026-10-13
First Horizon Corp
1,521$94.1K0.0%CoreLowMemphis, TN2026-10-26
Fulcrum Asset Management LLP
1,518$97.1K0.0%CoreMediumLondon, United Kingdom2026-11-04
Parallel Advisors, LLC
1,470$91.0K0.0%IndexLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
1,437$88.9K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Partners LLC
1,378$85.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
CFG Wealth Management Services, Inc.
1,220$76.8K0.1%ETFLowIndianapolis, XX2026-10-21
JFS Wealth Advisors, LLC
1,185$73.3K0.0%ETFVery LowHermitage, PA2026-11-03
Bayforest Capital Ltd
1,005$62.2K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Assetmark, Inc
962$59.5K0.0%ETFLowConcord, CA2026-10-21
Parkside Financial Bank & Trust
632$39.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Atwood & Palmer Inc
500$30.9K0.0%CoreVery LowKansas City, MO2026-10-08
Lanark Financial, Inc.
453$28.1K0.0%CoreMediumBirmingham, AL2026-10-26
Elevation Wealth Partners, LLC
429$26.5K0.0%ETFLowWalnut Creek, CA2026-10-07
First Bancorp, Inc
350$21.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Elyxium Wealth, LLC
303$18.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Heritage Family Offices, LLP
288$17.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Root Financial Partners, LLC
270$16.7K0.0%ETFMediumEncinitas, CA2026-10-21
Rossby Financial, LCC
243$15.0K0.0%ETFMediumMelbourne, FL2026-11-05
Pinnacle Wealth Planning Services, Inc.
215$13.3K0.0%GARPLowMansfield, OH2026-10-27
MassMutual Private Wealth & Trust, FSB
207$12.8K0.0%CoreLowSpringfield, MA2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.
203$12.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Cassaday & Co Wealth Management LLC
200$12.4K0.0%ETFVery LowMclean, VA2026-10-27
Leonteq Securities AG
184$11.4K0.0%CoreHighZurich, Switzerland2026-10-29
Private Wealth Management Group, LLC
182$11.3K0.0%ETFLowPrinceton, NJ2026-10-19
Highline Wealth Partners LLC
175$10.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
SBI Securities Co., Ltd.
168$10.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Acumen Wealth Advisors, LLC
166$10.3K0.0%GrowthHighChattanooga, TN2026-11-05
Retirement Wealth Solutions LLC
151$9.3K0.0%ETFLowMarshfield, WI2026-10-07
Downshift Financial, LLC
135$8.4K0.0%ETFLowBoulder, CO2026-10-13
Asset Dedication, LLC
126$7.8K0.0%ETFLowSan Francisco, CA2026-11-03
Covestor Ltd
122$80.0%ValueHighLondon, United Kingdom2026-10-30
Pacific Center for Financial Services
110$6.8K0.0%ETFMediumDanville, CA2026-10-15
High Note Wealth, LLC
96$5.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Cedar Mountain Advisors, LLC
81$5.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Hilton Head Capital Partners, LLC
79$4.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
WPG Advisers, LLC
79$4.9K0.0%CoreLowBaltimore, MD2026-10-27
SJS Investment Consulting Inc.
77$4.8K0.0%ETFVery LowSylvania, OH2026-10-26
Private Trust Co NA
63$3.9K0.0%CoreLowCleveland, OH2026-10-20
Grove Bank & Trust
60$3.7K0.0%ETFLowMiami, FL2026-10-08
TD Private Client Wealth LLC
60$3.7K0.0%ETFLowNew York, NY2026-10-28
Compass Wealth Management LLC
59$3.7K0.0%GARPLowGuilford, CT2026-10-22
Fortitude Family Office, LLC
58$3.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Ares Financial Consulting, LLC
56$3.5K0.0%CoreLowCalabasas, CA2026-10-19
Marshall & Sterling Wealth Advisors Inc.
54$3.3K0.0%ETFMediumPoughkeepsie, NY2026-10-28
Ascentis Independent Advisors
53$3.3K0.0%ETFLowDallas, TX2026-11-03
Trust Co of Vermont
52$3.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Mather Group, Llc.
50$3.1K0.0%ETFMediumChicago, IL2026-10-14
Blue Trust, Inc.
44$2.7K0.0%ETFLowBrentwood, TN2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
44$2.8K0.0%ETFLowGlen Allen, VA2026-10-14
Capital Advisors, Ltd. LLC
41$30.0%ETFLowShaker Heights, OH2026-10-27
Creative Capital Management Investments LLC
37$2.3K0.0%ETFLowSan Diego, CA2026-10-28
Meriwether Wealth & Planning, LLC
37$2.3K0.0%ETFMediumMinden, LA2026-10-13
Manchester Capital Management LLC
31$1.9K0.0%CoreLowManchester, VT2026-10-22
MTM Investment Management, LLC
30$1.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
Plante Moran Financial Advisors, LLC
29$1.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Bare Financial Services, Inc
25$1.5K0.0%ETFVery LowGap, PA2026-11-04
Signature Equity Partners, LLC
23$1.4K0.0%GrowthMediumColumbus, OH2026-10-29
Wolff Wiese Magana LLC
22$1.4K0.0%GrowthLowCarslbad, CA2026-10-15
Hughes Financial Services, LLC
21$1.5K0.0%ETFLowHerndon, VA2026-10-30
Bell Investment Advisors, Inc
20$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
CX Institutional
17$10.0%CoreMediumAuburn, IN2026-10-02
North Star Investment Management Corp.
16$9900.0%CoreLowChicago, IL2026-10-27
Bay Harbor Wealth Management, LLC
16$9900.0%ETFMediumHunt Valley, MD2026-11-03
CoreCap Advisors, LLC
14$8660.0%ETFMediumSouthfield, MI2026-10-08
Cromwell Holdings LLC
12$7420.0%IndexLowJackson, WY2026-10-28
DiNuzzo Private Wealth, Inc.
10$6190.0%ETFLowBeaver, PA2026-10-16
Provenance Wealth Advisors, LLC
9$5570.0%ETFLowFort Lauderdale, FL2026-10-30
Physician Wealth Advisors, Inc.
7$4340.0%ETFMediumMidvale, UT2026-10-20
Brown, Lisle Ings, Inc.
7$4330.0%CoreVery LowProvidence, RI2026-10-16
Valley National Advisers Inc
7$4340.0%ETFLowBethlehem, PA2026-10-23
Creative Financial Designs Inc
5$3090.0%ETFMediumKokomo, IN2026-11-04
Signature Resources Capital Management, LLC
4$2470.0%ETFLowNewport Beach, CA2026-10-16
Monetary Solutions, Ltd
3$1860.0%ETFVery LowDayton, OH2026-10-22
DecisionPoint Financial, LLC
3$1890.0%ETFVery LowMesa, AZ2026-10-27
Maseco LLP
3$1860.0%ETFVery LowLondon, United Kingdom2026-10-27
Maryland Capital Advisors Inc.
1$620.0%ETFVery LowChester, MD2026-10-15
Armstrong Advisory Group, Inc
0$300.0%ETFHighNeedham, MA2026-10-09