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UMB Financial Corp (UMBF)

CUSIP: 902788108 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1137 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AJ Mariner Kemper3,660,8524.8%Newly reportedMar 14, 2025No 13F filer matched
13D/AJ Mariner Kemper3,660,852
4.8% of class · Mar 14, 2025Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,169,994
0.1% of portfolio›$412.1M
Allspring Global Investments Holdings, LLC751,978
0.2% of portfolio›$97.6M
Principal Financial Group Inc634,552
0.0% of portfolio›$82.5M
Bank of New York Mellon Corp539,922
0.0% of portfolio›$70.2M
Boston Trust Walden Corp441,538
0.5% of portfolio›$57.4M
Congress Asset Management Co365,186
0.3% of portfolio›$47.5M
ProShare Advisors LLC204,248
0.0% of portfolio›$26.6M
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.170,440
5.9% of portfolio›$22.2M
Creative Planning154,899
0.0% of portfolio›$20.1M
Strs Ohio127,200
0.1% of portfolio›$16.5M
Mutual of America Capital Management LLC91,623
0.1% of portfolio›$11.9M
Swedbank AB75,000
0.0% of portfolio›$9.8M
Retirement Systems of Alabama74,422
0.0% of portfolio›$9.7M
Moody Aldrich Partners LLC72,559
1.8% of portfolio›$9.4M
New York State Teachers Retirement System67,582
0.0% of portfolio›$8.8K
Channing Capital Management, LLC58,682
0.2% of portfolio›$7.6M
Thrivent Financial for Lutherans52,544
0.0% of portfolio›$6.8K
GHP Investment Advisors, Inc.50,095
0.2% of portfolio›$6.5M
Vest Financial, LLC48,112
0.1% of portfolio›$6.3M
Midwest Trust Co47,021
0.1% of portfolio›$6.1M
B. Metzler seel. Sohn & Co. AG43,882
0.0% of portfolio›$5.7M
Oppenheimer Asset Management Inc.43,428
0.1% of portfolio›$5.6M
MacKenzie Financial Corp37,788
0.0% of portfolio›$4.9M
Citigroup Inc35,686
0.0% of portfolio›$4.6M
Amalgamated Bank30,966
0.0% of portfolio›$4.0K
Wedge Capital Management L L P29,312
0.1% of portfolio›$3.8M
Friday Financial27,532
0.7% of portfolio›$3.6M
Inspire Investing, LLC22,703
0.1% of portfolio›$3.0M
Louisiana State Employees Retirement System21,400
0.0% of portfolio›$2.8M
State of New Jersey Common Pension Fund D20,705
0.0% of portfolio›$2.7M
Arizona State Retirement System20,328
0.0% of portfolio›$2.6M
Yousif Capital Management, LLC18,684
0.0% of portfolio›$2.4M
Diversified Portfolios, Inc.17,789
0.2% of portfolio›$2.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,222
0.0% of portfolio›$2.2M
State of Michigan Retirement System16,941
0.0% of portfolio›$2.2M
Quadrant Capital Group LLC16,910
0.1% of portfolio›$2.2M
Atria Investments, Inc15,729
0.0% of portfolio›$2.0M
Diversify Wealth Management, LLC15,678
0.0% of portfolio›$2.1M
Diversify Advisory Services, LLC15,678
0.0% of portfolio›$2.1M
Oregon Public Employees Retirement Fund14,909
0.0% of portfolio›$1.9M
Artemis Investment Management LLP14,161
0.0% of portfolio›$1.8M
Farther Finance Advisors, LLC13,703
0.0% of portfolio›$1.8M
Steele Capital Management, Inc.12,436
0.1% of portfolio›$1.6M
Old National Bancorp12,020
0.0% of portfolio›$1.6M
Stackstone Wealth, LLC11,580
0.1% of portfolio›$1.5M
Pictet Asset Management Holding SA10,739
0.0% of portfolio›$1.4M
Jackson Creek Investment Advisors LLC10,584
0.0% of portfolio›$1.4K
Xponance LLC10,368
0.0% of portfolio›$1.3M
SJS Investment Consulting Inc.10,359
0.1% of portfolio›$1.3M
Cambridge Investment Research Advisors, Inc.10,273
0.0% of portfolio›$1.3K
State of Alaska, Department of Revenue9,838
0.0% of portfolio›$1.3K
Wealth Enhancement Advisory Services, LLC9,488
0.0% of portfolio›$1.2M
Atwood & Palmer Inc9,166
0.1% of portfolio›$1.2M
Truist Financial Corp8,875
0.0% of portfolio›$1.2M
Choreo, LLC8,662
0.0% of portfolio›$1.1M
Virginia Retirement Systems ET Al8,100
0.0% of portfolio›$1.1M
Y-Intercept (Hong Kong) Ltd7,934
0.0% of portfolio›$1.0M
Sterling Capital Management LLC7,460
0.0% of portfolio›$969.9K
Illinois Municipal Retirement Fund7,202
0.0% of portfolio›$936.3K
Gerber Kawasaki Wealth & Investment Management6,620
0.0% of portfolio›$860.7K
Evergreen Capital Management LLC6,585
0.0% of portfolio›$859.4K
Accredited Investors Inc.6,442
0.0% of portfolio›$837.5K
Yorktown Management & Research Co Inc5,600
0.5% of portfolio›$728.1K
Exchange Traded Concepts, LLC5,461
0.0% of portfolio›$710.0K
Keybank National Association5,172
0.0% of portfolio›$672.4K
Wespac Advisors, LLC5,076
0.3% of portfolio›$659.9K
Whelan Financial5,009
0.2% of portfolio›$651.3K
Summit Global Investments4,858
0.0% of portfolio›$632
Park Avenue Securities LLC4,756
0.0% of portfolio›$618
Swiss Life Asset Management Ltd4,751
0.0% of portfolio›$617.7K
Nisa Investment Advisors, LLC4,738
0.0% of portfolio›$618.4K
Commonwealth Equity Services, LLC4,494
0.0% of portfolio›$584.2K
Signaturefd, LLC4,418
0.0% of portfolio›$574.4K
Oppenheimer & Co Inc4,211
0.0% of portfolio›$547.5K
Alps Advisors Inc4,156
0.0% of portfolio›$540.3K
Farmers & Merchants Investments Inc4,062
0.0% of portfolio›$528.1K
Concurrent Investment Advisors, LLC3,989
0.0% of portfolio›$518.6K
WealthPlan Investment Management, LLC3,936
0.0% of portfolio›$511.8K
L. Roy Papp & Associates, LLP3,900
0.1% of portfolio›$507.0K
Sumitomo Mitsui Trust Group, Inc.3,759
0.0% of portfolio›$488.7K
Crossmark Global Holdings, Inc.3,711
0.0% of portfolio›$482.5K
HB Wealth Management, LLC3,710
0.0% of portfolio›$482.3K
Teza Capital Management LLC3,678
0.4% of portfolio›$478.2K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna3,650
0.2% of portfolio›$474.5K
Gibbs Wealth Management3,590
0.0% of portfolio›$466.7K
Abel Hall, LLC3,568
0.1% of portfolio›$463.9K
Ethic Inc.3,561
0.0% of portfolio›$463.0K
Assetmark, Inc3,512
0.0% of portfolio›$456.6K
Profund Advisors LLC3,440
0.0% of portfolio›$447.2K
Koesten, Hirschmann & Crabtree, Inc.3,387
0.2% of portfolio›$440.3K
Elevation Point Wealth Partners, LLC3,376
0.0% of portfolio›$439.0K
First Community Trust NA3,180
0.1% of portfolio›$413.4K
LexAurum Advisors, LLC3,150
0.0% of portfolio›$409.5K
Portside Wealth Group, LLC3,118
0.0% of portfolio›$405.4K
Flywheel Private Wealth LLC3,000
0.2% of portfolio›$390.0K
Whalen Wealth Management Inc.2,924
0.2% of portfolio›$380.1K
Ashton Thomas Private Wealth, LLC2,891
0.0% of portfolio›$375.9K
High Net Worth Advisory Group LLC2,803
0.1% of portfolio›$364.5K
Kornitzer Capital Management Inc2,800
0.0% of portfolio›$364.0K
First Citizens Bank & Trust Co2,798
0.0% of portfolio›$363.8K
Avantax Planning Partners, Inc.2,732
0.0% of portfolio›$355.2K
Aprio Wealth Management, LLC2,679
0.0% of portfolio›$348.3K
High Note Wealth, LLC2,623
0.1% of portfolio›$341.0K
Alliance Wealth Advisors, LLC2,569
0.1% of portfolio›$334.0K
KBC Group NV2,555
0.0% of portfolio›$332
Citizens Financial Group Inc2,522
0.0% of portfolio›$329.1K
Provenance Wealth Advisors, LLC2,420
0.0% of portfolio›$314.6K
CIBC Asset Management Inc2,355
0.0% of portfolio›$306.2K
Praxis Investment Management Inc2,320
0.0% of portfolio›$302
Greenleaf Trust2,309
0.0% of portfolio›$300.2K
Gateway Investment Advisers LLC2,264
0.0% of portfolio›$294.3K
First Affirmative Financial Network2,201
0.1% of portfolio›$286.2K
RMG Wealth Management LLC2,109
0.0% of portfolio›$286.4K
Gamma Investing LLC2,067
0.0% of portfolio›$268.7K
Olympiad Research LP1,984
0.3% of portfolio›$257.9K
Trust Point Inc.1,882
0.0% of portfolio›$244.7K
DekaBank Deutsche Girozentrale1,861
0.0% of portfolio›$243
Vise Technologies, Inc.1,860
0.0% of portfolio›$241.8K
Jnba Financial Advisors1,841
0.0% of portfolio›$239.3K
Triad Wealth Partners, LLC1,706
0.0% of portfolio›$221.8K
Elevated Capital Advisors, LLC1,667
0.1% of portfolio›$216.7K
MBL Wealth, LLC1,662
0.0% of portfolio›$216.1K
Impact Capital Partners LLC1,653
0.1% of portfolio›$214.9K
Chicago Capital, LLC1,649
0.0% of portfolio›$214.4K
Scheeler Financial LLC1,628
0.2% of portfolio›$211.7K
Aaron Wealth Advisors LLC1,571
0.0% of portfolio›$204.4K
Parallel Advisors, LLC1,544
0.0% of portfolio›$200.7K
Krilogy Financial LLC1,524
0.0% of portfolio›$200.0K
Acropolis Investment Management, LLC1,492
0.0% of portfolio›$194.0K
Versant Capital Management, Inc1,311
0.0% of portfolio›$170.4K
1620 Investment Advisors, Inc.946
0.1% of portfolio›$122.9K
Hilltop National Bank920
0.0% of portfolio›$119.6K
GoalVest Advisory LLC865
0.0% of portfolio›$112.5K
Marquette Asset Management, LLC826
0.0% of portfolio›$107.4K
Trust Co670
0.0% of portfolio›$87.1K
GK Wealth Management LLC610
0.0% of portfolio›$79.3K
EverSource Wealth Advisors, LLC601
0.0% of portfolio›$78.1K
Pinnacle Wealth Planning Services, Inc.578
0.0% of portfolio›$75.1K
Harbor Capital Advisors, Inc.534
0.0% of portfolio›$69
FNY Investment Advisers, LLC475
0.0% of portfolio›$61
Root Financial Partners, LLC411
0.0% of portfolio›$53.4K
V-Square Quantitative Management LLC409
0.0% of portfolio›$53.2K
Covestor Ltd395
0.0% of portfolio›$51
Cullen T Bankers, Inc.365
0.0% of portfolio›$47.4K
Leonteq Securities AG318
0.0% of portfolio›$41.3K
City State Bank300
0.0% of portfolio›$39.0K
Mitsubishi UFJ Asset Management Co., Ltd.266
0.0% of portfolio›$34.6K
Axiom Investment Management LLC250
0.0% of portfolio›$32.5K
Acumen Wealth Advisors, LLC218
0.0% of portfolio›$28.5K
UMB Private Wealth Management, LLC217
0.0% of portfolio›$28.2K
Simplex Trading, LLC194
0.0% of portfolio›$25.2K
Larson Financial Group LLC162
0.0% of portfolio›$21.0K
Latitude Advisors, LLC138
0.0% of portfolio›$17.9K
MassMutual Private Wealth & Trust, FSB98
0.0% of portfolio›$12.7K
Heritage Family Offices, LLP92
0.0% of portfolio›$12.0K
JFS Wealth Advisors, LLC83
0.0% of portfolio›$10.8K
First Horizon Corp81
0.0% of portfolio›$10.5K
Fortitude Family Office, LLC63
0.0% of portfolio›$8.2K
Private Trust Co NA63
0.0% of portfolio›$8.2K
Key FInancial Inc63
0.0% of portfolio›$8.2K
J.Safra Asset Management Corp60
0.0% of portfolio›$7.8K
Hilton Head Capital Partners, LLC60
0.0% of portfolio›$7.8K
Contravisory Investment Management, Inc.52
0.0% of portfolio›$6.8K
Parkside Financial Bank & Trust47
0.0% of portfolio›$6.1K
Elyxium Wealth, LLC46
0.0% of portfolio›$6.0K
Tributary Capital Management, LLC45
0.0% of portfolio›$5.9K
Manchester Capital Management LLC37
0.0% of portfolio›$4.8K
Creative Capital Management Investments LLC36
0.0% of portfolio›$4.7K
Salomon & Ludwin, LLC35
0.0% of portfolio›$4.6K
Avion Wealth34
0.0% of portfolio›$4
WPG Advisers, LLC30
0.0% of portfolio›$3.9K
James T. Borello RIA29
0.0% of portfolio›$3.8K
Private Wealth Management Group, LLC24
0.0% of portfolio›$3.1K
True Wealth Design, LLC23
0.0% of portfolio›$3.0K
Bell Investment Advisors, Inc22
0.0% of portfolio›$2.9K
Ares Financial Consulting, LLC21
0.0% of portfolio›$2.7K
Mather Group, Llc.20
0.0% of portfolio›$2.6K
Physician Wealth Advisors, Inc.18
0.0% of portfolio›$2.3K
Spire Wealth Management16
0.0% of portfolio›$2.1K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$2.1K
Montag A & Associates Inc16
0.0% of portfolio›$2.1K
Capital Advisors, Ltd. LLC15
0.0% of portfolio›$2
Rossby Financial, LCC14
0.0% of portfolio›$1.8K
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$1.7K
IFP Advisors, Inc12
0.0% of portfolio›$1.6K
Financial Network Wealth Advisors LLC10
0.0% of portfolio›$1.3K
Torren Management, LLC10
0.0% of portfolio›$1.3K
Signature Equity Partners, LLC9
0.0% of portfolio›$1.2K
Blue Trust, Inc.9
0.0% of portfolio›$1.2K
Washington Trust Advisors, Inc.9
0.0% of portfolio›$1.2K
Silver Grove Financial Group, Inc.7
0.0% of portfolio›$910
Caitong International Asset Management Co., Ltd7
0.0% of portfolio›$910
Planning Strategies Inc.7
0.0% of portfolio›$910
Essential Partners LLC6
0.0% of portfolio›$780
Hughes Financial Services, LLC4
0.0% of portfolio›$545
Bayforest Capital Ltd3
0.0% of portfolio›$390
DecisionPoint Financial, LLC3
0.0% of portfolio›$390
TD Private Client Wealth LLC2
0.0% of portfolio›$260
Nfsg Corp1
0.0% of portfolio›$130
Maryland Capital Advisors Inc.1
0.0% of portfolio›$131
Monetary Solutions, Ltd1
0.0% of portfolio›$130
TFC Financial Management, Inc.1
0.0% of portfolio›$131
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,169,994$412.1M0.1%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
751,978$97.6M0.2%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
634,552$82.5M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
539,922$70.2M0.0%CoreLowNew York, NY2026-11-05
Boston Trust Walden Corp
441,538$57.4M0.5%CoreLowBoston, MA2026-10-30
Congress Asset Management Co
365,186$47.5M0.3%GrowthMediumBoston, MA2026-10-06
ProShare Advisors LLC
204,248$26.6M0.0%GrowthLowBethesda, MD2026-10-29
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
170,440$22.2M5.9%GARPLowWarszawa, Russia2026-10-22
Creative Planning
154,899$20.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Strs Ohio
127,200$16.5M0.1%CoreMediumColumbus, OH2026-10-30
Mutual of America Capital Management LLC
91,623$11.9M0.1%IndexLowNew York, NY2026-10-23
Swedbank AB
75,000$9.8M0.0%GrowthLowStockholm, Sweden2026-10-27
Retirement Systems of Alabama
74,422$9.7M0.0%IndexLowMontgomery, AL2026-11-04
Moody Aldrich Partners LLC
72,559$9.4M1.8%ValueHighMarblehead, MA2026-10-27
New York State Teachers Retirement System
67,582$8.8K0.0%CoreVery LowAlbany, NY2026-10-22
Channing Capital Management, LLC
58,682$7.6M0.2%ValueHighChicago, IL2026-11-02
Thrivent Financial for Lutherans
52,544$6.8K0.0%GARPMediumMinneapolis, MN2026-11-05
GHP Investment Advisors, Inc.
50,095$6.5M0.2%CoreVery LowDenver, CO2026-10-15
Vest Financial, LLC
48,112$6.3M0.1%ValueMediumMclean, VA2026-10-21
Midwest Trust Co
47,021$6.1M0.1%CoreLowOverland Park, KS2026-10-22
B. Metzler seel. Sohn & Co. AG
43,882$5.7M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Oppenheimer Asset Management Inc.
43,428$5.6M0.1%CoreMediumNew York, NY2026-10-27
MacKenzie Financial Corp
37,788$4.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
35,686$4.6M0.0%CoreMediumNew York, NY2026-11-04
Amalgamated Bank
30,966$4.0K0.0%CoreVery LowNew York, NY2026-10-23
Wedge Capital Management L L P
29,312$3.8M0.1%ValueMediumCharlotte, NC2026-10-13
Friday Financial
27,532$3.6M0.7%ETFVery LowDubuque, IA2026-10-09
Inspire Investing, LLC
22,703$3.0M0.1%GARPHighMeridian, ID2026-10-22
Louisiana State Employees Retirement System
21,400$2.8M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
20,705$2.7M0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
20,328$2.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
18,684$2.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Diversified Portfolios, Inc.
17,789$2.3M0.2%ETFLowBloomfield Hills, MI2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
17,222$2.2M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
16,941$2.2M0.0%IndexLowEast Lansing, MI2026-10-27
Quadrant Capital Group LLC
16,910$2.2M0.1%CoreLowCincinnati, OH2026-10-20
Atria Investments, Inc
15,729$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Diversify Wealth Management, LLC
15,678$2.1M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
15,678$2.1M0.0%GrowthLowSandy, UT2026-10-20
Oregon Public Employees Retirement Fund
14,909$1.9M0.0%IndexVery LowTigard, OR2026-10-30
Artemis Investment Management LLP
14,161$1.8M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
Farther Finance Advisors, LLC
13,703$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Steele Capital Management, Inc.
12,436$1.6M0.1%ETFVery LowDubuque, IA2026-11-02
Old National Bancorp
12,020$1.6M0.0%CoreLowEvansville, IN2026-10-20
Stackstone Wealth, LLC
11,580$1.5M0.1%CoreN/ADubuque, IA2026-10-19
Pictet Asset Management Holding SA
10,739$1.4M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Jackson Creek Investment Advisors LLC
10,584$1.4K0.0%ValueVery HighCastle Rock, CO2026-11-04
Xponance LLC
10,368$1.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
SJS Investment Consulting Inc.
10,359$1.3M0.1%ETFVery LowSylvania, OH2026-10-26
Cambridge Investment Research Advisors, Inc.
10,273$1.3K0.0%ETFLowFairfield, IA2026-11-02
State of Alaska, Department of Revenue
9,838$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
9,488$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Atwood & Palmer Inc
9,166$1.2M0.1%CoreVery LowKansas City, MO2026-10-08
Truist Financial Corp
8,875$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Choreo, LLC
8,662$1.1M0.0%IndexLowRockford, IL2026-10-28
Virginia Retirement Systems ET Al
8,100$1.1M0.0%CoreMediumRichmond, VA2026-10-28
Y-Intercept (Hong Kong) Ltd
7,934$1.0M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Sterling Capital Management LLC
7,460$969.9K0.0%GARPMediumCharlotte, NC2026-10-22
Illinois Municipal Retirement Fund
7,202$936.3K0.0%CoreMediumOak Brook, IL2026-11-05
Gerber Kawasaki Wealth & Investment Management
6,620$860.7K0.0%ETFLowSanta Monica, CA2026-10-29
Evergreen Capital Management LLC
6,585$859.4K0.0%GARPMediumBellevue, WA2026-10-23
Accredited Investors Inc.
6,442$837.5K0.0%ETFLowEdina, MN2026-11-03
Yorktown Management & Research Co Inc
5,600$728.1K0.5%MomentumMediumForest, VA2026-10-28
Exchange Traded Concepts, LLC
5,461$710.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Keybank National Association
5,172$672.4K0.0%CoreLowBrooklyn, OH2026-11-04
Wespac Advisors, LLC
5,076$659.9K0.3%ETFHighOrinda, CA2026-10-26
Whelan Financial
5,009$651.3K0.2%ETFLowFresno, CA2026-10-28
Summit Global Investments
4,858$6320.0%CoreMediumBountiful, UT2026-10-28
Park Avenue Securities LLC
4,756$6180.0%ETFMediumNew York, NY2026-10-26
Swiss Life Asset Management Ltd
4,751$617.7K0.0%CoreLowZurich, Switzerland2026-11-03
Nisa Investment Advisors, LLC
4,738$618.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Commonwealth Equity Services, LLC
4,494$584.2K0.0%ETFLowWaltham, MA2026-11-02
Signaturefd, LLC
4,418$574.4K0.0%IndexLowAtlanta, GA2026-10-23
Oppenheimer & Co Inc
4,211$547.5K0.0%CoreLowNew York, NY2026-10-26
Alps Advisors Inc
4,156$540.3K0.0%YieldLowDenver, CO2026-11-03
Farmers & Merchants Investments Inc
4,062$528.1K0.0%CoreVery LowLincoln, NE2026-10-22
Concurrent Investment Advisors, LLC
3,989$518.6K0.0%GrowthMediumTampa, FL2026-10-16
WealthPlan Investment Management, LLC
3,936$511.8K0.0%GrowthMediumOmaha, NE2026-10-15
L. Roy Papp & Associates, LLP
3,900$507.0K0.1%CoreVery LowPhoenix, AZ2026-10-21
Sumitomo Mitsui Trust Group, Inc.
3,759$488.7K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Crossmark Global Holdings, Inc.
3,711$482.5K0.0%GARPMediumHouston, TX2026-10-21
HB Wealth Management, LLC
3,710$482.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Teza Capital Management LLC
3,678$478.2K0.4%ValueHighAustin, TX2026-10-23
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
3,650$474.5K0.2%GrowthMediumWarsaw, Russia2026-10-21
Gibbs Wealth Management
3,590$466.7K0.0%CoreLowAlpharetta, GA2026-10-22
Abel Hall, LLC
3,568$463.9K0.1%CoreMediumBaton Rouge, LA2026-10-19
Ethic Inc.
3,561$463.0K0.0%CoreLowNew York, NY2026-11-03
Assetmark, Inc
3,512$456.6K0.0%ETFLowConcord, CA2026-10-21
Profund Advisors LLC
3,440$447.2K0.0%GrowthLowBethesda, MD2026-10-29
Koesten, Hirschmann & Crabtree, Inc.
3,387$440.3K0.2%ETFVery LowOverland Park, KS2026-10-13
Elevation Point Wealth Partners, LLC
3,376$439.0K0.0%CoreHighDenver, CO2026-11-05
First Community Trust NA
3,180$413.4K0.1%GrowthLowDubuque, IA2026-10-07
LexAurum Advisors, LLC
3,150$409.5K0.0%ETFLowOverland Park, KS2026-10-19
Portside Wealth Group, LLC
3,118$405.4K0.0%CoreMediumProvo, UT2026-10-20
Flywheel Private Wealth LLC
3,000$390.0K0.2%ETFVery LowLos Altos, CA2026-11-02
Whalen Wealth Management Inc.
2,924$380.1K0.2%GrowthHighLas Vegas, NV2026-10-08
Ashton Thomas Private Wealth, LLC
2,891$375.9K0.0%CoreMediumScottsdale, AZ2026-11-03
High Net Worth Advisory Group LLC
2,803$364.5K0.1%ETFVery LowNaples, FL2026-10-26
Kornitzer Capital Management Inc
2,800$364.0K0.0%CoreLowShawnee Mission, KS2026-11-03
First Citizens Bank & Trust Co
2,798$363.8K0.0%CoreMediumRaleigh, NC2026-10-14
Avantax Planning Partners, Inc.
2,732$355.2K0.0%ETFLowDubuque, IA2026-11-03
Aprio Wealth Management, LLC
2,679$348.3K0.0%ETFMediumAtlanta, GA2026-10-28
High Note Wealth, LLC
2,623$341.0K0.1%ETFVery LowDeephaven, MN2026-10-27
Alliance Wealth Advisors, LLC
2,569$334.0K0.1%ETFHighCenterville, UT2026-10-28
KBC Group NV
2,555$3320.0%CoreMediumBrussels, Czech Republic2026-10-22
Citizens Financial Group Inc
2,522$329.1K0.0%GrowthLowProvidence, RI2026-10-23
Provenance Wealth Advisors, LLC
2,420$314.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
CIBC Asset Management Inc
2,355$306.2K0.0%GARPLowToronto, South Africa2026-11-05
Praxis Investment Management Inc
2,320$3020.0%CoreLowGoshen, IN2026-11-03
Greenleaf Trust
2,309$300.2K0.0%CoreLowKalamazoo, MI2026-10-29
Gateway Investment Advisers LLC
2,264$294.3K0.0%GrowthLowCincinnati, OH2026-10-13
First Affirmative Financial Network
2,201$286.2K0.1%CoreN/AColorado Springs, CO2026-10-21
RMG Wealth Management LLC
2,109$286.4K0.0%ETFVery HighPlatteville, WI2026-10-26
Gamma Investing LLC
2,067$268.7K0.0%IndexVery LowFoster City, CA2026-10-08
Olympiad Research LP
1,984$257.9K0.3%Deep ValueVery HighStamford, CT2026-11-04
Trust Point Inc.
1,882$244.7K0.0%CoreMediumLa Crosse, WI2026-10-27
DekaBank Deutsche Girozentrale
1,861$2430.0%CoreLowFrankfurt, Hong Kong2026-10-27
Vise Technologies, Inc.
1,860$241.8K0.0%IndexLowNew York, NY2026-10-29
Jnba Financial Advisors
1,841$239.3K0.0%ETFMediumBloomington, MN2026-11-03
Triad Wealth Partners, LLC
1,706$221.8K0.0%ETFMediumLawrence, KS2026-10-26
Elevated Capital Advisors, LLC
1,667$216.7K0.1%ETFMediumSandy, UT2026-11-04
MBL Wealth, LLC
1,662$216.1K0.0%ETFLowCharlotte, NC2026-10-22
Impact Capital Partners LLC
1,653$214.9K0.1%GrowthLowGreenwood Village, CO2026-10-22
Chicago Capital, LLC
1,649$214.4K0.0%GrowthLowChicago, IL2026-10-13
Scheeler Financial LLC
1,628$211.7K0.2%CoreN/AWest Chester, OH2026-10-13
Aaron Wealth Advisors LLC
1,571$204.4K0.0%GrowthMediumChicago, IL2026-10-13
Parallel Advisors, LLC
1,544$200.7K0.0%IndexLowSan Francisco, CA2026-11-03
Krilogy Financial LLC
1,524$200.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Acropolis Investment Management, LLC
1,492$194.0K0.0%ETFLowSt. Louis, MO2026-10-08
Versant Capital Management, Inc
1,311$170.4K0.0%GARPLowPhoenix, AZ2026-10-02
1620 Investment Advisors, Inc.
946$122.9K0.1%ValueLowPlymouth, MA2026-11-04
Hilltop National Bank
920$119.6K0.0%CoreLowCasper, WY2026-10-14
GoalVest Advisory LLC
865$112.5K0.0%ETFMediumNew York, NY2026-10-02
Marquette Asset Management, LLC
826$107.4K0.0%ETFVery LowMinneapolis, MN2026-10-09
Trust Co
670$87.1K0.0%ETFVery LowManhattan, KS2026-10-09
GK Wealth Management LLC
610$79.3K0.0%GARPVery HighReno, NV2026-10-09
EverSource Wealth Advisors, LLC
601$78.1K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
578$75.1K0.0%GARPLowMansfield, OH2026-10-27
Harbor Capital Advisors, Inc.
534$690.0%ValueHighChicago, IL2026-10-22
FNY Investment Advisers, LLC
475$610.0%GrowthVery HighNew York, NY2026-10-16
Root Financial Partners, LLC
411$53.4K0.0%ETFMediumEncinitas, CA2026-10-21
V-Square Quantitative Management LLC
409$53.2K0.0%CoreLowChicago, IL2026-10-15
Covestor Ltd
395$510.0%ValueHighLondon, United Kingdom2026-10-30
Cullen T Bankers, Inc.
365$47.4K0.0%GrowthLowSan Antonio, TX2026-10-28
Leonteq Securities AG
318$41.3K0.0%CoreHighZurich, Switzerland2026-10-29
City State Bank
300$39.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.
266$34.6K0.0%IndexVery LowTokyo, Mexico2026-11-05
Axiom Investment Management LLC
250$32.5K0.0%CoreN/ANew York, NY2026-11-03
Acumen Wealth Advisors, LLC
218$28.5K0.0%GrowthHighChattanooga, TN2026-11-05
UMB Private Wealth Management, LLC
217$28.2K0.0%GrowthN/AKansas City, MO2026-10-19
Simplex Trading, LLC
194$25.2K0.0%CoreVery HighChicago, IL2026-11-04
Larson Financial Group LLC
162$21.0K0.0%GrowthLowSt Louis, MO2026-11-05
Latitude Advisors, LLC
138$17.9K0.0%ETFLowYorkville, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
98$12.7K0.0%CoreLowSpringfield, MA2026-10-05
Heritage Family Offices, LLP
92$12.0K0.0%GrowthHighScottsdale, AZ2026-11-02
JFS Wealth Advisors, LLC
83$10.8K0.0%ETFVery LowHermitage, PA2026-11-03
First Horizon Corp
81$10.5K0.0%CoreLowMemphis, TN2026-10-26
Fortitude Family Office, LLC
63$8.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Private Trust Co NA
63$8.2K0.0%CoreLowCleveland, OH2026-10-20
Key FInancial Inc
63$8.2K0.0%ETFLowWest Chester, PA2026-11-02
J.Safra Asset Management Corp
60$7.8K0.0%ETFLowNew York, NY2026-11-03
Hilton Head Capital Partners, LLC
60$7.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
Contravisory Investment Management, Inc.
52$6.8K0.0%MomentumHighNorwell, MA2026-10-13
Parkside Financial Bank & Trust
47$6.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Elyxium Wealth, LLC
46$6.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Tributary Capital Management, LLC
45$5.9K0.0%ValueMediumOmaha, NE2026-10-28
Manchester Capital Management LLC
37$4.8K0.0%CoreLowManchester, VT2026-10-22
Creative Capital Management Investments LLC
36$4.7K0.0%ETFLowSan Diego, CA2026-10-28
Salomon & Ludwin, LLC
35$4.6K0.0%ETFVery LowRichmond, VA2026-10-29
Avion Wealth
34$40.0%ETFLowThe Woodlands, TX2026-11-04
WPG Advisers, LLC
30$3.9K0.0%CoreLowBaltimore, MD2026-10-27
James T. Borello RIA
29$3.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
Private Wealth Management Group, LLC
24$3.1K0.0%ETFLowPrinceton, NJ2026-10-19
True Wealth Design, LLC
23$3.0K0.0%ETFMediumAkron, OH2026-10-13
Bell Investment Advisors, Inc
22$2.9K0.0%ETFVery LowOrinda, CA2026-10-29
Ares Financial Consulting, LLC
21$2.7K0.0%CoreLowCalabasas, CA2026-10-19
Mather Group, Llc.
20$2.6K0.0%ETFMediumChicago, IL2026-10-14
Physician Wealth Advisors, Inc.
18$2.3K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
16$2.1K0.0%GrowthMediumMclean, VA2026-10-30
Bay Harbor Wealth Management, LLC
16$2.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Montag A & Associates Inc
16$2.1K0.0%CoreLowAtlanta, GA2026-10-29
Capital Advisors, Ltd. LLC
15$20.0%ETFLowShaker Heights, OH2026-10-27
Rossby Financial, LCC
14$1.8K0.0%ETFMediumMelbourne, FL2026-11-05
DiNuzzo Private Wealth, Inc.
13$1.7K0.0%ETFLowBeaver, PA2026-10-16
IFP Advisors, Inc
12$1.6K0.0%GrowthLowTampa, FL2026-10-16
Financial Network Wealth Advisors LLC
10$1.3K0.0%ETFLowMurray, UT2026-10-28
Torren Management, LLC
10$1.3K0.0%ETFMediumSan Diego, CA2026-10-29
Signature Equity Partners, LLC
9$1.2K0.0%GrowthMediumColumbus, OH2026-10-29
Blue Trust, Inc.
9$1.2K0.0%ETFLowBrentwood, TN2026-10-15
Washington Trust Advisors, Inc.
9$1.2K0.0%GrowthLowWellesley, MA2026-10-22
Silver Grove Financial Group, Inc.
7$9100.0%CoreMediumOrchard Park, NY2026-11-05
Caitong International Asset Management Co., Ltd
7$9100.0%GrowthVery HighHong Kong, South Korea2026-10-29
Planning Strategies Inc.
7$9100.0%ETFN/ALancaster, PA2026-10-02
Essential Partners LLC
6$7800.0%ValueMediumRancho Santa Fe, CA2026-10-14
Hughes Financial Services, LLC
4$5450.0%ETFLowHerndon, VA2026-10-30
Bayforest Capital Ltd
3$3900.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
DecisionPoint Financial, LLC
3$3900.0%ETFVery LowMesa, AZ2026-10-27
TD Private Client Wealth LLC
2$2600.0%ETFLowNew York, NY2026-10-28
Nfsg Corp
1$1300.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
1$1310.0%ETFVery LowChester, MD2026-10-15
Monetary Solutions, Ltd
1$1300.0%ETFVery LowDayton, OH2026-10-22
TFC Financial Management, Inc.
1$1310.0%ETFVery LowBoston, MA2026-10-26