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UGI Corp (UGI)

CUSIP: 902681105 | NYSE | Utilities · Utilities - Regulated Gas | Mid Cap | 1964 institutional holders

Quarters

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

Dimensional Fund Advisors LP3,093,587
0.0% of portfolio›$110.4M
Bank of New York Mellon Corp2,945,412
0.0% of portfolio›$105.1M
Hamlin Capital Management, LLC2,554,320
2.3% of portfolio›$91.1M
MacKenzie Financial Corp1,429,760
0.1% of portfolio›$51.0M
Deprince Race & Zollo Inc1,402,156
0.9% of portfolio›$50.0M
Private Management Group Inc1,104,312
1.1% of portfolio›$39.4M
Thrivent Financial for Lutherans981,799
0.0% of portfolio›$35.0K
Arbejdsmarkedets Tillaegspension664,400
0.6% of portfolio›$23.7M
Retirement Systems of Alabama569,501
0.1% of portfolio›$20.3M
Principal Financial Group Inc492,632
0.0% of portfolio›$17.6M
Burney Co/404,911
0.4% of portfolio›$14.4M
Wedge Capital Management L L P379,387
0.2% of portfolio›$13.5M
Roffman Miller Associates Inc332,133
0.6% of portfolio›$11.8M
Crossmark Global Holdings, Inc.293,409
0.1% of portfolio›$10.5M
Cyndeo Wealth Partners, LLC292,744
0.5% of portfolio›$10.4M
New York State Teachers Retirement System189,049
0.0% of portfolio›$6.7K
Fifth Third Bancorp175,644
0.0% of portfolio›$6.3M
Citigroup Inc170,584
0.0% of portfolio›$6.1M
Creative Planning139,899
0.0% of portfolio›$5.0M
Commonwealth Equity Services, LLC139,294
0.0% of portfolio›$5.0M
Convergence Investment Partners, LLC127,976
0.3% of portfolio›$4.6M
Cambridge Investment Research Advisors, Inc.125,908
0.0% of portfolio›$4.5K
Virginia Retirement Systems ET Al119,400
0.0% of portfolio›$4.3M
Edmp, Inc.118,838
3.3% of portfolio›$4.2M
Nisa Investment Advisors, LLC117,872
0.0% of portfolio›$4.2M
Hennessy Advisors Inc113,952
0.2% of portfolio›$4.1M
Illinois Municipal Retirement Fund112,594
0.0% of portfolio›$4.0M
Ethic Inc.107,589
0.0% of portfolio›$3.8M
Oppenheimer & Co Inc106,722
0.0% of portfolio›$3.8M
Wealth Enhancement Advisory Services, LLC100,020
0.0% of portfolio›$3.4M
Amalgamated Bank96,343
0.0% of portfolio›$3.4K
CWA Asset Management Group, LLC95,069
0.1% of portfolio›$3.4M
Assenagon Asset Management S.A.93,825
0.0% of portfolio›$3.3M
Bill Few Associates, Inc.89,414
0.7% of portfolio›$3.2M
DekaBank Deutsche Girozentrale82,764
0.0% of portfolio›$3.0K
Mutual of America Capital Management LLC78,171
0.0% of portfolio›$2.8M
State of New Jersey Common Pension Fund D65,554
0.0% of portfolio›$2.3M
KBC Group NV64,845
0.0% of portfolio›$2.3K
PensionDanmark Pensionsforsikringsaktieselskab64,733
0.0% of portfolio›$2.3M
Louisiana State Employees Retirement System63,700
0.0% of portfolio›$2.3M
Kendall Capital Management63,263
0.4% of portfolio›$2.3M
Arizona State Retirement System60,387
0.0% of portfolio›$2.2M
Yousif Capital Management, LLC59,673
0.0% of portfolio›$2.1M
Steel Grove Capital Advisors, LLC57,172
0.2% of portfolio›$2.0M
MSH Capital Advisors LLC55,374
0.3% of portfolio›$2.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS51,199
0.0% of portfolio›$1.8M
State of Michigan Retirement System50,358
0.0% of portfolio›$1.8M
Oregon Public Employees Retirement Fund44,426
0.0% of portfolio›$1.6M
Applied Finance Capital Management, LLC44,104
0.1% of portfolio›$1.6M
Alps Advisors Inc42,753
0.0% of portfolio›$1.5M
Farther Finance Advisors, LLC39,705
0.0% of portfolio›$1.4M
Huntleigh Advisors, Inc.39,299
0.2% of portfolio›$1.4M
Argyle Capital Management, LLC38,324
0.4% of portfolio›$1.4M
Choreo, LLC38,226
0.0% of portfolio›$1.4M
Abundance Wealth Counselors36,435
0.2% of portfolio›$1.3M
Pictet Asset Management Holding SA35,317
0.0% of portfolio›$1.3M
Vise Technologies, Inc.33,482
0.0% of portfolio›$1.2M
Xponance LLC32,618
0.0% of portfolio›$1.2M
BCM Advisors, LLC32,225
0.2% of portfolio›$1.2M
Ascent Group, LLC31,594
0.0% of portfolio›$1.1M
Nordwand Advisors, LLC30,600
0.2% of portfolio›$1.1M
Burford Brothers, Inc.29,814
0.4% of portfolio›$1.1M
Csenge Advisory Group29,767
0.0% of portfolio›$1.1M
Nilsine Partners, LLC29,342
0.1% of portfolio›$1.0M
Naples Global Advisors, LLC26,950
0.1% of portfolio›$970.9K
Investors Research Corp26,792
0.2% of portfolio›$955.7K
Atria Investments, Inc26,401
0.0% of portfolio›$941.7K
Simplex Trading, LLC25,989
0.0% of portfolio›$927.0K
WBI Investments, LLC25,465
0.2% of portfolio›$908.3K
Prospera Financial Services Inc25,064
0.0% of portfolio›$969.8K
Kestra Advisory Services, LLC23,592
0.0% of portfolio›$841.5K
Exchange Traded Concepts, LLC22,163
0.0% of portfolio›$790.6K
Global Financial Private Client, LLC22,094
0.2% of portfolio›$788.1K
Swiss Life Asset Management Ltd21,358
0.0% of portfolio›$761.8K
LVW Advisors, LLC21,329
0.1% of portfolio›$760.8K
Childress Capital Advisors, LLC21,177
0.1% of portfolio›$755.4K
Diversify Advisory Services, LLC20,921
0.0% of portfolio›$785.0K
Diversify Wealth Management, LLC20,921
0.0% of portfolio›$785.0K
Live Oak Investment Partners20,869
0.4% of portfolio›$744.4K
Kestra Private Wealth Services, LLC20,470
0.0% of portfolio›$730.2K
State of Alaska, Department of Revenue20,322
0.0% of portfolio›$724
Lanark Financial, Inc.20,269
0.0% of portfolio›$723.0K
HB Wealth Management, LLC19,157
0.0% of portfolio›$683.3K
Vista Investment Partners LLC18,564
0.2% of portfolio›$662.2K
Achmea Investment Management B.V.18,400
0.0% of portfolio›$656.8K
Park Avenue Securities LLC17,639
0.0% of portfolio›$629
Apella Capital, LLC17,478
0.0% of portfolio›$640.6K
Arga Investment Management, LP17,216
0.0% of portfolio›$614.1K
Wealthcare Advisory Partners LLC15,994
0.0% of portfolio›$570.5K
Investment Research Partners LLC15,536
0.2% of portfolio›$554.2K
Wesbanco Bank Inc15,509
0.0% of portfolio›$553.2K
Alpha Omega Wealth Management LLC14,775
0.1% of portfolio›$527.0K
Synergy Asset Management, LLC14,559
0.0% of portfolio›$519.3K
Compound Planning, Inc.14,475
0.0% of portfolio›$516.3K
Carnegie Investment Counsel14,294
0.0% of portfolio›$509.9K
Asset Management One Co., Ltd.13,992
0.0% of portfolio›$499.1K
Praxis Investment Management Inc13,957
0.0% of portfolio›$498
J.W. Cole Advisors, Inc.13,836
0.0% of portfolio›$493.5K
Brighton Jones LLC13,551
0.0% of portfolio›$483.4K
Harrell Investment Partners, LLC13,497
0.1% of portfolio›$481.4K
US Bancorp \de\13,485
0.0% of portfolio›$481.0K
Eagle Harbor Asset Management Inc13,248
0.4% of portfolio›$472.6K
Clark Financial Services Group Inc13,247
0.2% of portfolio›$472.5K
EverSource Wealth Advisors, LLC13,091
0.0% of portfolio›$466.9K
Chicago Partners Investment Group LLC13,052
0.0% of portfolio›$502.4K
Oppenheimer Asset Management Inc.12,694
0.0% of portfolio›$452.8K
iA Global Asset Management Inc.12,609
0.0% of portfolio›$450
Quadrant Capital Group LLC12,363
0.0% of portfolio›$465.5K
Gateway Investment Advisers LLC11,952
0.0% of portfolio›$426.3K
Inspire Investing, LLC11,937
0.0% of portfolio›$425.8K
First Citizens Bank & Trust Co11,817
0.0% of portfolio›$421.5K
Rydar Equities, Inc.11,735
0.2% of portfolio›$430.1K
Gamma Investing LLC10,832
0.0% of portfolio›$386.4K
Wedmont Private Capital10,764
0.0% of portfolio›$397.6K
T3 Companies, LLC10,722
0.4% of portfolio›$382.5K
Davenport & Co LLC10,534
0.0% of portfolio›$375.7K
Angeles Wealth Management, LLC10,415
0.0% of portfolio›$375.4K
D.A. Davidson & Co.10,212
0.0% of portfolio›$364.3K
Lido Advisors, LLC10,184
0.0% of portfolio›$363.3K
Fulcrum Asset Management LLP10,162
0.0% of portfolio›$367.4K
Howland Capital Management LLC10,105
0.0% of portfolio›$364.2K
Corundum Trust Company, Inc9,773
0.9% of portfolio›$348.6K
Corundum Group, Inc.9,773
0.1% of portfolio›$348.6K
Ascentis Independent Advisors9,535
0.0% of portfolio›$340.1K
SYM Financial Corp9,411
0.0% of portfolio›$335.7K
Signaturefd, LLC9,291
0.0% of portfolio›$331.4K
Leuthold Group, LLC9,276
0.0% of portfolio›$330.9K
Accurate Wealth Management, LLC9,273
0.0% of portfolio›$349.1K
Citizens Financial Group Inc9,035
0.0% of portfolio›$325.5K
Parcion Private Wealth LLC8,776
0.0% of portfolio›$313.0K
Forvis Mazars Wealth Advisors, LLC8,536
0.0% of portfolio›$304.5K
Compass Financial Management LLC8,458
0.0% of portfolio›$301.7K
Midwest Trust Co8,433
0.0% of portfolio›$300.8K
Fulton Bank, N.A.8,400
0.0% of portfolio›$299.6K
CFS Investment Advisory Services, LLC8,319
0.0% of portfolio›$309.1K
Chesley Taft & Associates LLC8,280
0.0% of portfolio›$295.3K
Teza Capital Management LLC8,262
0.3% of portfolio›$294.7K
ProShare Advisors LLC8,151
0.0% of portfolio›$290.7K
Ellis Investment Partners, LLC8,109
0.0% of portfolio›$289.3K
Reston Wealth Management LLC8,070
0.1% of portfolio›$287.8K
Perigon Wealth Management, LLC8,024
0.0% of portfolio›$286.2K
Fifth Third Wealth Advisors LLC8,007
0.0% of portfolio›$285.6K
Avail Investment Partners, LLC7,775
0.2% of portfolio›$277.3K
Crestwood Advisors Group, LLC7,649
0.0% of portfolio›$272.8K
Invested Advisors7,570
0.2% of portfolio›$270.0K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management7,364
0.0% of portfolio›$262.7K
Concurrent Investment Advisors, LLC7,261
0.0% of portfolio›$259.0K
Evergreen Capital Management LLC7,104
0.0% of portfolio›$254.3K
NorthCrest Asset Manangement, LLC7,033
0.0% of portfolio›$259.8K
Krilogy Financial LLC7,016
0.0% of portfolio›$264.4K
Bfsg, LLC6,783
0.0% of portfolio›$242.0K
Partnership Wealth Management, LLC6,750
0.2% of portfolio›$240.8K
Linden Thomas Advisory Services, LLC6,705
0.0% of portfolio›$239.2K
AlphaCore Capital LLC6,704
0.0% of portfolio›$240.6K
Jeppson Wealth Management, LLC6,610
0.1% of portfolio›$235.8K
North Dakota State Investment Board6,579
0.0% of portfolio›$234.7K
CIBC Asset Management Inc6,477
0.0% of portfolio›$231.0K
Procyon Advisors, LLC6,460
0.0% of portfolio›$230.4K
Sterling Capital Management LLC6,236
0.0% of portfolio›$222.4K
OP Asset Management Ltd6,112
0.0% of portfolio›$218.0K
Quartz Partners, LLC6,081
0.1% of portfolio›$216.9K
Aaron Wealth Advisors LLC6,055
0.0% of portfolio›$216.0K
Stone House Investment Management, LLC5,988
0.0% of portfolio›$213.6K
Sigma Planning Corp5,958
0.0% of portfolio›$212.5K
JFS Wealth Advisors, LLC5,944
0.0% of portfolio›$212.1K
Guardian Partners Inc.5,731
0.0% of portfolio›$204.4K
Hazlett, Burt & Watson, Inc.5,485
0.0% of portfolio›$196
Parallel Advisors, LLC5,184
0.0% of portfolio›$184.9K
Certuity, LLC4,653
0.0% of portfolio›$166.0K
Larson Financial Group LLC4,410
0.0% of portfolio›$157.3K
Summit Securities Group LLC4,309
0.0% of portfolio›$153.7K
CX Institutional4,179
0.0% of portfolio›$149
Caitong International Asset Management Co., Ltd3,991
0.0% of portfolio›$142.4K
Covestor Ltd3,946
0.0% of portfolio›$141
Hartford Financial Management Inc.3,754
0.0% of portfolio›$133.9K
Essential Partners LLC3,531
0.1% of portfolio›$126.0K
Blue Trust, Inc.3,345
0.0% of portfolio›$119.3K
Cullen T Bankers, Inc.3,077
0.0% of portfolio›$109.8K
IFP Advisors, Inc3,068
0.0% of portfolio›$109.4K
Wilmington Savings Fund Society, FSB3,050
0.0% of portfolio›$108.8K
Security National Bank3,018
0.0% of portfolio›$107.7K
SBI Securities Co., Ltd.3,012
0.0% of portfolio›$107.4K
Quintet Private Bank (Europe) S.A.3,000
0.0% of portfolio›$107.0K
Strs Ohio2,951
0.0% of portfolio›$105.3K
Miller Global Investments, LLC2,238
0.1% of portfolio›$79.8K
Capital Advisors, Ltd. LLC1,991
0.0% of portfolio›$71
Beacon Investment Advisory Services, Inc.1,800
0.0% of portfolio›$64.2K
Fairman Group, LLC1,785
0.0% of portfolio›$64.3K
Atlantic Edge Private Wealth Management, LLC1,765
0.0% of portfolio›$63.0K
MassMutual Private Wealth & Trust, FSB1,607
0.0% of portfolio›$57.3K
True Wealth Design, LLC1,542
0.0% of portfolio›$55.0K
Duncker Streett & Co Inc1,500
0.0% of portfolio›$53.5K
Wolverine Asset Management LLC1,481
0.0% of portfolio›$52.8K
Cassaday & Co Wealth Management LLC1,477
0.0% of portfolio›$52.7K
Bayforest Capital Ltd1,415
0.1% of portfolio›$50.5K
Planning Strategies Inc.1,365
0.0% of portfolio›$48.7K
Richardson Financial Services Inc.1,360
0.0% of portfolio›$48.5K
Versant Capital Management, Inc1,354
0.0% of portfolio›$48.3K
Vision Financial Markets LLC1,275
0.0% of portfolio›$45.5K
First Horizon Corp1,262
0.0% of portfolio›$45.0K
Bare Financial Services, Inc1,232
0.0% of portfolio›$43.9K
TD Waterhouse Canada Inc.1,176
0.0% of portfolio›$42.8K
Deseret Mutual Benefit Administrators1,175
0.0% of portfolio›$41.9K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102
0.0% of portfolio›$39.3K
Kimelman & Baird, LLC1,050
0.0% of portfolio›$37.5K
Root Financial Partners, LLC1,044
0.0% of portfolio›$37.2K
WPG Advisers, LLC1,023
0.0% of portfolio›$36.5K
Princeton Global Asset Management LLC1,000
0.0% of portfolio›$35.7K
Mitsubishi UFJ Asset Management Co., Ltd.949
0.0% of portfolio›$33.9K
Entrust Financial LLC916
0.0% of portfolio›$32.7K
Parkside Financial Bank & Trust902
0.0% of portfolio›$32.2K
Golden State Wealth Management, LLC854
0.0% of portfolio›$30.5K
SJS Investment Consulting Inc.837
0.0% of portfolio›$29.9K
Manchester Capital Management LLC818
0.0% of portfolio›$29.2K
Elyxium Wealth, LLC764
0.0% of portfolio›$27.3K
Mather Group, Llc.753
0.0% of portfolio›$26.9K
Caldwell Trust Co741
0.0% of portfolio›$26.4K
Private Trust Co NA699
0.0% of portfolio›$24.9K
United Community Bank680
0.0% of portfolio›$24.3K
Asset Dedication, LLC642
0.0% of portfolio›$22.9K
Morton Brown Family Wealth, LLC627
0.0% of portfolio›$22.4K
Flagship Wealth Advisors, LLC599
0.0% of portfolio›$21.4K
William B. Walkup & Associates, Inc.560
0.0% of portfolio›$20.0K
Elevated Capital Advisors, LLC500
0.0% of portfolio›$17.8K
Highline Wealth Partners LLC422
0.0% of portfolio›$15.1K
Assetmark, Inc415
0.0% of portfolio›$14.8K
FNY Investment Advisers, LLC400
0.0% of portfolio›$14
Pension & Wealth Management Advisors, Inc.387
0.0% of portfolio›$13.8K
Owl Creek Wealth Partners LLC385
0.0% of portfolio›$13.7K
North Star Investment Management Corp.370
0.0% of portfolio›$13.2K
Private Wealth Management Group, LLC367
0.0% of portfolio›$13.1K
Rossby Financial, LCC352
0.0% of portfolio›$12.6K
Financial Management Professionals, Inc.323
0.0% of portfolio›$11.7K
Silver Grove Financial Group, Inc.310
0.0% of portfolio›$11.1K
Elevation Wealth Partners, LLC290
0.0% of portfolio›$10.3K
Nemes Rush Group LLC239
0.0% of portfolio›$8.5K
Pinnacle Wealth Planning Services, Inc.238
0.0% of portfolio›$8.5K
Community Financial Services Group, LLC216
0.0% of portfolio›$7.9K
Meriwether Wealth & Planning, LLC215
0.0% of portfolio›$7.7K
Triumph Capital Management203
0.0% of portfolio›$7.2K
Farmers & Merchants Investments Inc195
0.0% of portfolio›$7.0K
High Note Wealth, LLC161
0.0% of portfolio›$5.7K
J.Safra Asset Management Corp153
0.0% of portfolio›$5.5K
Ares Financial Consulting, LLC137
0.0% of portfolio›$4.9K
Fortitude Family Office, LLC135
0.0% of portfolio›$4.8K
Paladin Partners, LLC130
0.0% of portfolio›$4.6K
CoreCap Advisors, LLC129
0.0% of portfolio›$4.6K
Cedar Mountain Advisors, LLC116
0.0% of portfolio›$4.1K
West Financial Advisors, LLC107
0.0% of portfolio›$3.8K
Armstrong Advisory Group, Inc99
0.0% of portfolio›$3.5K
Bell Investment Advisors, Inc86
0.0% of portfolio›$3.1K
Cromwell Holdings LLC84
0.0% of portfolio›$3.0K
John Boyer, Inc.82
0.0% of portfolio›$2.9K
Hughes Financial Services, LLC82
0.0% of portfolio›$3.2K
Creative Capital Management Investments LLC63
0.0% of portfolio›$2.2K
Moisand Fitzgerald Tamayo, LLC54
0.0% of portfolio›$1.9K
James T. Borello RIA52
0.0% of portfolio›$1.9K
Brown, Lisle Ings, Inc.51
0.0% of portfolio›$1.8K
Physician Wealth Advisors, Inc.45
0.0% of portfolio›$1.6K
Spire Wealth Management44
0.0% of portfolio›$1.6K
Team Financial Group, LLC44
0.0% of portfolio›$1.6K
Latitude Advisors, LLC42
0.0% of portfolio›$1.5K
Signature Equity Partners, LLC42
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC40
0.0% of portfolio›$1.4K
Buck Wealth Strategies, LLC40
0.0% of portfolio›$1.4K
Archer Investment Corp31
0.0% of portfolio›$1.1K
DiNuzzo Private Wealth, Inc.31
0.0% of portfolio›$1.1K
Acumen Wealth Advisors, LLC24
0.0% of portfolio›$866
Birch Financial Group, LLC23
0.0% of portfolio›$838
Valley National Advisers Inc22
0.0% of portfolio›$785
Tounjian Advisory Partners, LLC21
0.0% of portfolio›$732
GoalVest Advisory LLC20
0.0% of portfolio›$713
Rakuten Securities, Inc.16
0.0% of portfolio›$571
TD Private Client Wealth LLC15
0.0% of portfolio›$535
Provenance Wealth Advisors, LLC13
0.0% of portfolio›$464
Torren Management, LLC13
0.0% of portfolio›$467
MV Capital Management, Inc.13
0.0% of portfolio›$464
Quaker Wealth Management, LLC10
0.0% of portfolio›$357
Mosley Wealth Management8
0.0% of portfolio›$300
Decker Retirement Planning Inc.8
0.0% of portfolio›$270
American Capital Advisory, LLC7
0.0% of portfolio›$250
DecisionPoint Financial, LLC5
0.0% of portfolio›$182
Creative Financial Designs Inc5
0.0% of portfolio›$178
Hilton Head Capital Partners, LLC4
0.0% of portfolio›$143
Albion Financial Group3
0.0% of portfolio›$108
Proathlete Wealth Management LLC2
0.0% of portfolio›$71
Maryland Capital Advisors Inc.2
0.0% of portfolio›$72
RHL Group, LLC1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,093,587$110.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
2,945,412$105.1M0.0%CoreLowNew York, NY2026-11-05
Hamlin Capital Management, LLC
2,554,320$91.1M2.3%YieldLowNew York, NY2026-10-08
MacKenzie Financial Corp
1,429,760$51.0M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Deprince Race & Zollo Inc
1,402,156$50.0M0.9%Deep ValueHighWinter Park, FL2026-10-13
Private Management Group Inc
1,104,312$39.4M1.1%YieldLowIrvine, CA2026-11-04
Thrivent Financial for Lutherans
981,799$35.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Arbejdsmarkedets Tillaegspension
664,400$23.7M0.6%ValueHighHilleroed, Greece2026-10-30
Retirement Systems of Alabama
569,501$20.3M0.1%IndexLowMontgomery, AL2026-11-04
Principal Financial Group Inc
492,632$17.6M0.0%CoreLowDes Moines, IA2026-11-02
Burney Co/
404,911$14.4M0.4%GARPMediumReston, VA2026-10-15
Wedge Capital Management L L P
379,387$13.5M0.2%ValueMediumCharlotte, NC2026-10-13
Roffman Miller Associates Inc
332,133$11.8M0.6%CoreVery LowPhiladelphia, PA2026-10-19
Crossmark Global Holdings, Inc.
293,409$10.5M0.1%GARPMediumHouston, TX2026-10-21
Cyndeo Wealth Partners, LLC
292,744$10.4M0.5%CoreMediumSt. Petersburg, FL2026-10-16
New York State Teachers Retirement System
189,049$6.7K0.0%CoreVery LowAlbany, NY2026-10-22
Fifth Third Bancorp
175,644$6.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Citigroup Inc
170,584$6.1M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
139,899$5.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Commonwealth Equity Services, LLC
139,294$5.0M0.0%ETFLowWaltham, MA2026-11-02
Convergence Investment Partners, LLC
127,976$4.6M0.3%GARPHighPalm Beach Gardens, FL2026-10-28
Cambridge Investment Research Advisors, Inc.
125,908$4.5K0.0%ETFLowFairfield, IA2026-11-02
Virginia Retirement Systems ET Al
119,400$4.3M0.0%CoreMediumRichmond, VA2026-10-28
Edmp, Inc.
118,838$4.2M3.3%YieldLowLutz, FL2026-10-22
Nisa Investment Advisors, LLC
117,872$4.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Hennessy Advisors Inc
113,952$4.1M0.2%Deep ValueMediumNovato, CA2026-10-28
Illinois Municipal Retirement Fund
112,594$4.0M0.0%CoreMediumOak Brook, IL2026-11-05
Ethic Inc.
107,589$3.8M0.0%CoreLowNew York, NY2026-11-03
Oppenheimer & Co Inc
106,722$3.8M0.0%CoreLowNew York, NY2026-10-26
Wealth Enhancement Advisory Services, LLC
100,020$3.4M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
96,343$3.4K0.0%CoreVery LowNew York, NY2026-10-23
CWA Asset Management Group, LLC
95,069$3.4M0.1%CoreMediumNaples, FL2026-10-19
Assenagon Asset Management S.A.
93,825$3.3M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Bill Few Associates, Inc.
89,414$3.2M0.7%CoreVery LowSewickley, PA2026-10-09
DekaBank Deutsche Girozentrale
82,764$3.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mutual of America Capital Management LLC
78,171$2.8M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
65,554$2.3M0.0%CoreLowTrenton, NJ2026-11-05
KBC Group NV
64,845$2.3K0.0%CoreMediumBrussels, Czech Republic2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab
64,733$2.3M0.0%IndexLowCopenhagen O, Greece2026-10-19
Louisiana State Employees Retirement System
63,700$2.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Kendall Capital Management
63,263$2.3M0.4%GARPLowRockville, MD2026-10-23
Arizona State Retirement System
60,387$2.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
59,673$2.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Steel Grove Capital Advisors, LLC
57,172$2.0M0.2%ETFLowMemphis, TN2026-10-13
MSH Capital Advisors LLC
55,374$2.0M0.3%CoreLowScottsdale, AZ2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
51,199$1.8M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
50,358$1.8M0.0%IndexLowEast Lansing, MI2026-10-27
Oregon Public Employees Retirement Fund
44,426$1.6M0.0%IndexVery LowTigard, OR2026-10-30
Applied Finance Capital Management, LLC
44,104$1.6M0.1%CoreMediumSan Juan, PR2026-11-03
Alps Advisors Inc
42,753$1.5M0.0%YieldLowDenver, CO2026-11-03
Farther Finance Advisors, LLC
39,705$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Huntleigh Advisors, Inc.
39,299$1.4M0.2%GrowthMediumSt. Louis, MO2026-11-03
Argyle Capital Management, LLC
38,324$1.4M0.4%ValueVery LowCenter Valley, PA2026-10-28
Choreo, LLC
38,226$1.4M0.0%IndexLowRockford, IL2026-10-28
Abundance Wealth Counselors
36,435$1.3M0.2%GrowthLowState College, PA2026-10-26
Pictet Asset Management Holding SA
35,317$1.3M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Vise Technologies, Inc.
33,482$1.2M0.0%IndexLowNew York, NY2026-10-29
Xponance LLC
32,618$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
BCM Advisors, LLC
32,225$1.2M0.2%ETFLowLafayette, LA2026-11-03
Ascent Group, LLC
31,594$1.1M0.0%CoreLowVirginia Beach, VA2026-10-30
Nordwand Advisors, LLC
30,600$1.1M0.2%CoreLowRadnor, PA2026-11-05
Burford Brothers, Inc.
29,814$1.1M0.4%CoreLowDallas, TX2026-10-21
Csenge Advisory Group
29,767$1.1M0.0%ETFMediumClearwater, FL2026-11-04
Nilsine Partners, LLC
29,342$1.0M0.1%CoreMediumGreenwood Village, CO2026-11-02
Naples Global Advisors, LLC
26,950$970.9K0.1%CoreVery LowNaples, FL2026-11-05
Investors Research Corp
26,792$955.7K0.2%ETFLowAtlanta, GA2026-10-07
Atria Investments, Inc
26,401$941.7K0.0%CoreMediumCharlotte, NC2026-10-15
Simplex Trading, LLC
25,989$927.0K0.0%CoreVery HighChicago, IL2026-11-04
WBI Investments, LLC
25,465$908.3K0.2%ValueVery HighRed Bank, NJ2026-11-05
Prospera Financial Services Inc
25,064$969.8K0.0%CoreMediumDallas, TX2026-11-04
Kestra Advisory Services, LLC
23,592$841.5K0.0%CoreLowAustin, TX2026-11-02
Exchange Traded Concepts, LLC
22,163$790.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Global Financial Private Client, LLC
22,094$788.1K0.2%GrowthLowSarasota, FL2026-10-15
Swiss Life Asset Management Ltd
21,358$761.8K0.0%CoreLowZurich, Switzerland2026-11-03
LVW Advisors, LLC
21,329$760.8K0.1%CoreMediumPittsford, NY2026-10-19
Childress Capital Advisors, LLC
21,177$755.4K0.1%GARPMediumHouston, TX2026-10-28
Diversify Advisory Services, LLC
20,921$785.0K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
20,921$785.0K0.0%GrowthMediumSandy, UT2026-10-20
Live Oak Investment Partners
20,869$744.4K0.4%ETFMediumAustin, TX2026-10-23
Kestra Private Wealth Services, LLC
20,470$730.2K0.0%GrowthLowAustin, TX2026-10-30
State of Alaska, Department of Revenue
20,322$7240.0%CoreVery LowJuneau, AK2026-10-15
Lanark Financial, Inc.
20,269$723.0K0.0%CoreMediumBirmingham, AL2026-10-26
HB Wealth Management, LLC
19,157$683.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Vista Investment Partners LLC
18,564$662.2K0.2%MomentumMediumOklahoma City, OK2026-10-08
Achmea Investment Management B.V.
18,400$656.8K0.0%CoreMediumZeist, Philippines2026-10-30
Park Avenue Securities LLC
17,639$6290.0%ETFMediumNew York, NY2026-10-26
Apella Capital, LLC
17,478$640.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Arga Investment Management, LP
17,216$614.1K0.0%Deep ValueHighMiami, FL2026-10-30
Wealthcare Advisory Partners LLC
15,994$570.5K0.0%ETFLowWest Chester, PA2026-10-21
Investment Research Partners LLC
15,536$554.2K0.2%CoreLowLemont, PA2026-10-19
Wesbanco Bank Inc
15,509$553.2K0.0%CoreLowWheeling, WV2026-11-04
Alpha Omega Wealth Management LLC
14,775$527.0K0.1%ValueLowRichmond, VA2026-10-23
Synergy Asset Management, LLC
14,559$519.3K0.0%GrowthHighVancouver, WA2026-11-05
Compound Planning, Inc.
14,475$516.3K0.0%CoreLowNew York, NY2026-11-05
Carnegie Investment Counsel
14,294$509.9K0.0%CoreLowPepper Pike, OH2026-10-20
Asset Management One Co., Ltd.
13,992$499.1K0.0%IndexVery LowTokyo, Mexico2026-10-27
Praxis Investment Management Inc
13,957$4980.0%CoreLowGoshen, IN2026-11-03
J.W. Cole Advisors, Inc.
13,836$493.5K0.0%IndexLowTampa, FL2026-11-05
Brighton Jones LLC
13,551$483.4K0.0%CoreVery LowSeattle, WA2026-11-03
Harrell Investment Partners, LLC
13,497$481.4K0.1%GrowthLowAustin, TX2026-10-15
US Bancorp \de\
13,485$481.0K0.0%IndexLowMinneapolis, MN2026-11-05
Eagle Harbor Asset Management Inc
13,248$472.6K0.4%GARPLowSeattle, WA2026-10-21
Clark Financial Services Group Inc
13,247$472.5K0.2%ETFLowChesterfield, MO2026-10-19
EverSource Wealth Advisors, LLC
13,091$466.9K0.0%CoreMediumBirmingham, AL2026-11-04
Chicago Partners Investment Group LLC
13,052$502.4K0.0%GARPLowChicago, IL2026-10-27
Oppenheimer Asset Management Inc.
12,694$452.8K0.0%CoreMediumNew York, NY2026-10-27
iA Global Asset Management Inc.
12,609$4500.0%GrowthMediumQuebec, Austria2026-10-29
Quadrant Capital Group LLC
12,363$465.5K0.0%CoreLowCincinnati, OH2026-10-20
Gateway Investment Advisers LLC
11,952$426.3K0.0%GrowthLowCincinnati, OH2026-10-13
Inspire Investing, LLC
11,937$425.8K0.0%GARPHighMeridian, ID2026-10-22
First Citizens Bank & Trust Co
11,817$421.5K0.0%CoreMediumRaleigh, NC2026-10-14
Rydar Equities, Inc.
11,735$430.1K0.2%CoreVery LowWeatherford, TX2026-10-13
Gamma Investing LLC
10,832$386.4K0.0%IndexVery LowFoster City, CA2026-10-08
Wedmont Private Capital
10,764$397.6K0.0%IndexVery LowWest Chester, PA2026-10-09
T3 Companies, LLC
10,722$382.5K0.4%CoreVery HighNew York, NY2026-10-22
Davenport & Co LLC
10,534$375.7K0.0%CoreMediumRichmond, VA2026-10-14
Angeles Wealth Management, LLC
10,415$375.4K0.0%ETFLowSanta Monica, CA2026-10-26
D.A. Davidson & Co.
10,212$364.3K0.0%CoreLowGreat Falls, MT2026-10-28
Lido Advisors, LLC
10,184$363.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Fulcrum Asset Management LLP
10,162$367.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Howland Capital Management LLC
10,105$364.2K0.0%CoreLowBoston, MA2026-10-22
Corundum Trust Company, Inc
9,773$348.6K0.9%CoreVery LowSioux Falls, SD2026-10-29
Corundum Group, Inc.
9,773$348.6K0.1%CoreLowColorado Springs, CO2026-10-28
Ascentis Independent Advisors
9,535$340.1K0.0%ETFLowDallas, TX2026-11-03
SYM Financial Corp
9,411$335.7K0.0%ETFVery LowWinona Lake, IN2026-10-26
Signaturefd, LLC
9,291$331.4K0.0%IndexLowAtlanta, GA2026-10-23
Leuthold Group, LLC
9,276$330.9K0.0%ValueMediumMinneapolis, MN2026-11-04
Accurate Wealth Management, LLC
9,273$349.1K0.0%CoreMediumWesley Chapel, FL2026-10-20
Citizens Financial Group Inc
9,035$325.5K0.0%GrowthLowProvidence, RI2026-10-23
Parcion Private Wealth LLC
8,776$313.0K0.0%CoreMediumBellevue, WA2026-10-28
Forvis Mazars Wealth Advisors, LLC
8,536$304.5K0.0%ETFVery LowSpringfield, MO2026-10-13
Compass Financial Management LLC
8,458$301.7K0.0%CoreN/ATampa, FL2026-10-30
Midwest Trust Co
8,433$300.8K0.0%CoreLowOverland Park, KS2026-10-22
Fulton Bank, N.A.
8,400$299.6K0.0%CoreLowLancaster, PA2026-10-14
CFS Investment Advisory Services, LLC
8,319$309.1K0.0%ETFMediumTotowa, NJ2026-10-19
Chesley Taft & Associates LLC
8,280$295.3K0.0%CoreLowChicago, IL2026-10-13
Teza Capital Management LLC
8,262$294.7K0.3%ValueHighAustin, TX2026-10-23
ProShare Advisors LLC
8,151$290.7K0.0%GrowthLowBethesda, MD2026-10-29
Ellis Investment Partners, LLC
8,109$289.3K0.0%ETFLowBerwyn, PA2026-10-21
Reston Wealth Management LLC
8,070$287.8K0.1%ETFLowReston, VA2026-10-29
Perigon Wealth Management, LLC
8,024$286.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Fifth Third Wealth Advisors LLC
8,007$285.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Avail Investment Partners, LLC
7,775$277.3K0.2%CoreMediumLemont, PA2026-10-16
Crestwood Advisors Group, LLC
7,649$272.8K0.0%GrowthLowBoston, MA2026-10-27
Invested Advisors
7,570$270.0K0.2%CoreMediumState College, PA2026-10-23
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
7,364$262.7K0.0%GrowthVery LowSeattle, WA2026-10-27
Concurrent Investment Advisors, LLC
7,261$259.0K0.0%GrowthMediumTampa, FL2026-10-16
Evergreen Capital Management LLC
7,104$254.3K0.0%GARPMediumBellevue, WA2026-10-23
NorthCrest Asset Manangement, LLC
7,033$259.8K0.0%GrowthLowPlymouth, MN2026-10-13
Krilogy Financial LLC
7,016$264.4K0.0%GrowthLowSt. Louis, MO2026-10-13
Bfsg, LLC
6,783$242.0K0.0%CoreLowIrvine, CA2026-10-30
Partnership Wealth Management, LLC
6,750$240.8K0.2%CoreLowTowson, MD2026-10-05
Linden Thomas Advisory Services, LLC
6,705$239.2K0.0%CoreLowCharlotte, NC2026-10-19
AlphaCore Capital LLC
6,704$240.6K0.0%ETFLowLa Jolla, CA2026-11-04
Jeppson Wealth Management, LLC
6,610$235.8K0.1%CoreLowManhattan Beach, CA2026-10-20
North Dakota State Investment Board
6,579$234.7K0.0%GrowthMediumBismarck, ND2026-10-27
CIBC Asset Management Inc
6,477$231.0K0.0%GARPLowToronto, South Africa2026-11-05
Procyon Advisors, LLC
6,460$230.4K0.0%CoreVery LowShelton, CT2026-10-21
Sterling Capital Management LLC
6,236$222.4K0.0%GARPMediumCharlotte, NC2026-10-22
OP Asset Management Ltd
6,112$218.0K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Quartz Partners, LLC
6,081$216.9K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Aaron Wealth Advisors LLC
6,055$216.0K0.0%GrowthMediumChicago, IL2026-10-13
Stone House Investment Management, LLC
5,988$213.6K0.0%ETFMediumTunkhannock, PA2026-10-23
Sigma Planning Corp
5,958$212.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
JFS Wealth Advisors, LLC
5,944$212.1K0.0%ETFVery LowHermitage, PA2026-11-03
Guardian Partners Inc.
5,731$204.4K0.0%ValueMediumToronto, South Africa2026-10-21
Hazlett, Burt & Watson, Inc.
5,485$1960.0%CoreVery LowWheeling, WV2026-11-04
Parallel Advisors, LLC
5,184$184.9K0.0%IndexLowSan Francisco, CA2026-11-03
Certuity, LLC
4,653$166.0K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Larson Financial Group LLC
4,410$157.3K0.0%GrowthLowSt Louis, MO2026-11-05
Summit Securities Group LLC
4,309$153.7K0.0%CoreVery HighNew York, NY2026-11-05
CX Institutional
4,179$1490.0%CoreMediumAuburn, IN2026-10-02
Caitong International Asset Management Co., Ltd
3,991$142.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Covestor Ltd
3,946$1410.0%ValueHighLondon, United Kingdom2026-10-30
Hartford Financial Management Inc.
3,754$133.9K0.0%CoreLowWest Hartford, CT2026-10-21
Essential Partners LLC
3,531$126.0K0.1%ValueMediumRancho Santa Fe, CA2026-10-14
Blue Trust, Inc.
3,345$119.3K0.0%ETFLowBrentwood, TN2026-10-15
Cullen T Bankers, Inc.
3,077$109.8K0.0%GrowthLowSan Antonio, TX2026-10-28
IFP Advisors, Inc
3,068$109.4K0.0%GrowthLowTampa, FL2026-10-16
Wilmington Savings Fund Society, FSB
3,050$108.8K0.0%CoreLowWilmington, DE2026-10-23
Security National Bank
3,018$107.7K0.0%GrowthLowOmaha, NE2026-10-26
SBI Securities Co., Ltd.
3,012$107.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Quintet Private Bank (Europe) S.A.
3,000$107.0K0.0%GrowthLowLuxembourg, Netherlands2026-10-08
Strs Ohio
2,951$105.3K0.0%CoreMediumColumbus, OH2026-10-30
Miller Global Investments, LLC
2,238$79.8K0.1%ValueMediumDallas, TX2026-10-02
Capital Advisors, Ltd. LLC
1,991$710.0%ETFLowShaker Heights, OH2026-10-27
Beacon Investment Advisory Services, Inc.
1,800$64.2K0.0%GrowthLowMorristown, NJ2026-10-13
Fairman Group, LLC
1,785$64.3K0.0%ETFLowChesterbrook, PA2026-10-26
Atlantic Edge Private Wealth Management, LLC
1,765$63.0K0.0%CoreLowJacksonville, FL2026-10-20
MassMutual Private Wealth & Trust, FSB
1,607$57.3K0.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
1,542$55.0K0.0%ETFMediumAkron, OH2026-10-13
Duncker Streett & Co Inc
1,500$53.5K0.0%GrowthLowSt. Louis, MO2026-10-27
Wolverine Asset Management LLC
1,481$52.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
Cassaday & Co Wealth Management LLC
1,477$52.7K0.0%ETFVery LowMclean, VA2026-10-27
Bayforest Capital Ltd
1,415$50.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Planning Strategies Inc.
1,365$48.7K0.0%ETFN/ALancaster, PA2026-10-02
Richardson Financial Services Inc.
1,360$48.5K0.0%GrowthMediumMedway, MA2026-10-30
Versant Capital Management, Inc
1,354$48.3K0.0%GARPLowPhoenix, AZ2026-10-02
Vision Financial Markets LLC
1,275$45.5K0.0%CoreLowStamford, CT2026-10-22
First Horizon Corp
1,262$45.0K0.0%CoreLowMemphis, TN2026-10-26
Bare Financial Services, Inc
1,232$43.9K0.0%ETFVery LowGap, PA2026-11-04
TD Waterhouse Canada Inc.
1,176$42.8K0.0%CoreLowToronto, Australia2026-10-16
Deseret Mutual Benefit Administrators
1,175$41.9K0.0%CoreMediumSalt Lake City, UT2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,102$39.3K0.0%GrowthVery LowBoston, MA2026-10-23
Kimelman & Baird, LLC
1,050$37.5K0.0%CoreLowNew York, NY2026-11-03
Root Financial Partners, LLC
1,044$37.2K0.0%ETFMediumEncinitas, CA2026-10-21
WPG Advisers, LLC
1,023$36.5K0.0%CoreLowBaltimore, MD2026-10-27
Princeton Global Asset Management LLC
1,000$35.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Mitsubishi UFJ Asset Management Co., Ltd.
949$33.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Entrust Financial LLC
916$32.7K0.0%ETFLowWayne, PA2026-11-04
Parkside Financial Bank & Trust
902$32.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Golden State Wealth Management, LLC
854$30.5K0.0%ETFMediumSanta Ana, CA2026-11-02
SJS Investment Consulting Inc.
837$29.9K0.0%ETFVery LowSylvania, OH2026-10-26
Manchester Capital Management LLC
818$29.2K0.0%CoreLowManchester, VT2026-10-22
Elyxium Wealth, LLC
764$27.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Mather Group, Llc.
753$26.9K0.0%ETFMediumChicago, IL2026-10-14
Caldwell Trust Co
741$26.4K0.0%GrowthLowVenice, FL2026-10-30
Private Trust Co NA
699$24.9K0.0%CoreLowCleveland, OH2026-10-20
United Community Bank
680$24.3K0.0%CoreLowGreenville, SC2026-10-28
Asset Dedication, LLC
642$22.9K0.0%ETFLowSan Francisco, CA2026-11-03
Morton Brown Family Wealth, LLC
627$22.4K0.0%ETFVery LowAllentown, PA2026-10-23
Flagship Wealth Advisors, LLC
599$21.4K0.0%ETFLowWakefield, MA2026-11-03
William B. Walkup & Associates, Inc.
560$20.0K0.0%ValueLowColumbia, SC2026-11-05
Elevated Capital Advisors, LLC
500$17.8K0.0%ETFMediumSandy, UT2026-11-04
Highline Wealth Partners LLC
422$15.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Assetmark, Inc
415$14.8K0.0%ETFLowConcord, CA2026-10-21
FNY Investment Advisers, LLC
400$140.0%GrowthVery HighNew York, NY2026-10-16
Pension & Wealth Management Advisors, Inc.
387$13.8K0.0%ETFLowWaltham, MA2026-10-16
Owl Creek Wealth Partners LLC
385$13.7K0.0%IndexLowGreenwood Village, CO2026-10-20
North Star Investment Management Corp.
370$13.2K0.0%CoreLowChicago, IL2026-10-27
Private Wealth Management Group, LLC
367$13.1K0.0%ETFLowPrinceton, NJ2026-10-19
Rossby Financial, LCC
352$12.6K0.0%ETFMediumMelbourne, FL2026-11-05
Financial Management Professionals, Inc.
323$11.7K0.0%ETFMediumAustin, TX2026-10-23
Silver Grove Financial Group, Inc.
310$11.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Elevation Wealth Partners, LLC
290$10.3K0.0%ETFLowWalnut Creek, CA2026-10-07
Nemes Rush Group LLC
239$8.5K0.0%CoreVery LowNovi, MI2026-11-04
Pinnacle Wealth Planning Services, Inc.
238$8.5K0.0%GARPLowMansfield, OH2026-10-27
Community Financial Services Group, LLC
216$7.9K0.0%GrowthLowNewport, VT2026-10-15
Meriwether Wealth & Planning, LLC
215$7.7K0.0%ETFMediumMinden, LA2026-10-13
Triumph Capital Management
203$7.2K0.0%ETFMediumDenver, CO2026-10-14
Farmers & Merchants Investments Inc
195$7.0K0.0%CoreVery LowLincoln, NE2026-10-22
High Note Wealth, LLC
161$5.7K0.0%ETFVery LowDeephaven, MN2026-10-27
J.Safra Asset Management Corp
153$5.5K0.0%ETFLowNew York, NY2026-11-03
Ares Financial Consulting, LLC
137$4.9K0.0%CoreLowCalabasas, CA2026-10-19
Fortitude Family Office, LLC
135$4.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Paladin Partners, LLC
130$4.6K0.0%ETFVery LowHartland, WI2026-10-06
CoreCap Advisors, LLC
129$4.6K0.0%ETFMediumSouthfield, MI2026-10-08
Cedar Mountain Advisors, LLC
116$4.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
West Financial Advisors, LLC
107$3.8K0.0%ETFLowDes Moines, IA2026-10-22
Armstrong Advisory Group, Inc
99$3.5K0.0%ETFHighNeedham, MA2026-10-09
Bell Investment Advisors, Inc
86$3.1K0.0%ETFVery LowOrinda, CA2026-10-29
Cromwell Holdings LLC
84$3.0K0.0%IndexLowJackson, WY2026-10-28
John Boyer, Inc.
82$2.9K0.0%ETFMediumTampa, FL2026-10-27
Hughes Financial Services, LLC
82$3.2K0.0%ETFLowHerndon, VA2026-10-30
Creative Capital Management Investments LLC
63$2.2K0.0%ETFLowSan Diego, CA2026-10-28
Moisand Fitzgerald Tamayo, LLC
54$1.9K0.0%ETFVery LowOrlando, FL2026-10-15
James T. Borello RIA
52$1.9K0.0%ETFVery LowEast Dundee, IL2026-10-16
Brown, Lisle Ings, Inc.
51$1.8K0.0%CoreVery LowProvidence, RI2026-10-16
Physician Wealth Advisors, Inc.
45$1.6K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
44$1.6K0.0%GrowthMediumMclean, VA2026-10-30
Team Financial Group, LLC
44$1.6K0.0%ETFLowTemecula, CA2026-10-30
Latitude Advisors, LLC
42$1.5K0.0%ETFLowYorkville, IL2026-10-27
Signature Equity Partners, LLC
42$1.5K0.0%GrowthMediumColumbus, OH2026-10-29
Bay Harbor Wealth Management, LLC
40$1.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Buck Wealth Strategies, LLC
40$1.4K0.0%ValueMediumDenver, CO2026-10-28
Archer Investment Corp
31$1.1K0.0%CoreMediumCarmel, IN2026-11-05
DiNuzzo Private Wealth, Inc.
31$1.1K0.0%ETFLowBeaver, PA2026-10-16
Acumen Wealth Advisors, LLC
24$8660.0%GrowthHighChattanooga, TN2026-11-05
Birch Financial Group, LLC
23$8380.0%CoreLowKeene, NH2026-10-27
Valley National Advisers Inc
22$7850.0%ETFLowBethlehem, PA2026-10-23
Tounjian Advisory Partners, LLC
21$7320.0%GrowthHighFort Myers, FL2026-11-04
GoalVest Advisory LLC
20$7130.0%ETFMediumNew York, NY2026-10-02
Rakuten Securities, Inc.
16$5710.0%Agg GrowthHighTokyo, Mexico2026-11-02
TD Private Client Wealth LLC
15$5350.0%ETFLowNew York, NY2026-10-28
Provenance Wealth Advisors, LLC
13$4640.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
13$4670.0%ETFMediumSan Diego, CA2026-10-29
MV Capital Management, Inc.
13$4640.0%ETFLowBethesda, MD2026-10-29
Quaker Wealth Management, LLC
10$3570.0%ETFMediumMoorestown, NJ2026-10-22
Mosley Wealth Management
8$3000.0%ETFHighAnaheim, CA2026-10-16
Decker Retirement Planning Inc.
8$2700.0%Agg GrowthVery HighLevi, UT2026-10-19
American Capital Advisory, LLC
7$2500.0%ETFLowKetchum, ID2026-10-28
DecisionPoint Financial, LLC
5$1820.0%ETFVery LowMesa, AZ2026-10-27
Creative Financial Designs Inc
5$1780.0%ETFMediumKokomo, IN2026-11-04
Hilton Head Capital Partners, LLC
4$1430.0%CoreMediumHilton Head Island, SC2026-10-23
Albion Financial Group
3$1080.0%GrowthLowSalt Lake City, UT2026-10-21
Proathlete Wealth Management LLC
2$710.0%ETFVery LowBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
2$720.0%ETFVery LowChester, MD2026-10-15
RHL Group, LLC
1$360.0%ETFVery HighHolly, MI2026-11-04