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UFP Industries Inc (UFPI)

CUSIP: 90278Q108 | NYSE | Basic Materials · Lumber & Wood Production | Mid Cap | 968 institutional holders

Quarters

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

Dimensional Fund Advisors LP2,269,977
0.0% of portfolio›$175.3M
Wasatch Advisors LP1,255,687
0.7% of portfolio›$97.0M
Allspring Global Investments Holdings, LLC768,172
0.1% of portfolio›$59.2M
Deprince Race & Zollo Inc598,168
0.8% of portfolio›$46.2M
Copeland Capital Management, LLC553,686
1.0% of portfolio›$42.8M
Bank of New York Mellon Corp367,988
0.0% of portfolio›$28.4M
Pictet Asset Management Holding SA269,694
0.0% of portfolio›$20.8M
Principal Financial Group Inc128,739
0.0% of portfolio›$9.9M
Mutual of America Capital Management LLC95,507
0.1% of portfolio›$7.4M
Creative Planning95,394
0.0% of portfolio›$7.4M
Wedge Capital Management L L P78,356
0.1% of portfolio›$6.1M
Citigroup Inc59,272
0.0% of portfolio›$4.6M
Retirement Systems of Alabama56,896
0.0% of portfolio›$4.4M
Fifth Third Bancorp52,602
0.0% of portfolio›$4.1M
Bridge City Capital, LLC50,384
0.8% of portfolio›$3.9M
New York State Teachers Retirement System47,905
0.0% of portfolio›$3.7K
Narwhal Capital Management44,819
0.2% of portfolio›$3.5M
Regions Financial Corp41,763
0.0% of portfolio›$3.2M
Watchman Group, Inc.40,594
0.7% of portfolio›$3.1M
Nisa Investment Advisors, LLC39,419
0.0% of portfolio›$3.0M
Wilmington Savings Fund Society, FSB38,120
0.1% of portfolio›$2.9M
B. Metzler seel. Sohn & Co. AG30,950
0.0% of portfolio›$2.4M
Wealth Enhancement Advisory Services, LLC30,919
0.0% of portfolio›$989.4K
KBC Group NV29,812
0.0% of portfolio›$2.3K
Palisades Investment Partners, LLC28,643
0.6% of portfolio›$2.2M
Y-Intercept (Hong Kong) Ltd28,001
0.0% of portfolio›$2.2M
Strs Ohio25,500
0.0% of portfolio›$2.0M
Moran Wealth Management, LLC23,977
0.1% of portfolio›$1.9M
Amalgamated Bank23,696
0.0% of portfolio›$1.8K
State of New Jersey Common Pension Fund D19,800
0.0% of portfolio›$1.5M
NorthCrest Asset Manangement, LLC17,977
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund17,482
0.0% of portfolio›$1.3M
Cascade Investment Advisors, Inc.17,029
0.7% of portfolio›$1.3M
Oppenheimer Asset Management Inc.16,562
0.0% of portfolio›$1.3M
Louisiana State Employees Retirement System16,400
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC16,231
0.0% of portfolio›$1.3M
Prescott Group Capital Management, L.L.C.16,000
0.1% of portfolio›$1.2M
Flagship Capital Management Inc.15,937
0.7% of portfolio›$1.2M
Arizona State Retirement System15,918
0.0% of portfolio›$1.2M
Chicago Trust Co NA15,364
0.2% of portfolio›$1.2M
Markel Group Inc.14,000
0.0% of portfolio›$1.1M
Atria Investments, Inc13,303
0.0% of portfolio›$1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,167
0.0% of portfolio›$1.0M
State of Michigan Retirement System12,900
0.0% of portfolio›$996.1K
New Mexico Educational Retirement Board12,600
0.0% of portfolio›$973
Confluence Investment Management LLC12,432
0.0% of portfolio›$960.0K
Thrivent Financial for Lutherans12,088
0.0% of portfolio›$933
Oregon Public Employees Retirement Fund11,397
0.0% of portfolio›$880.1K
Bokf, NA10,546
0.0% of portfolio›$814.4K
Exchange Traded Concepts, LLC9,525
0.0% of portfolio›$735.5K
ProShare Advisors LLC9,292
0.0% of portfolio›$717.5K
Harbor Capital Advisors, Inc.8,772
0.0% of portfolio›$677
Unison Advisors LLC8,115
0.0% of portfolio›$626.6K
Xponance LLC8,002
0.0% of portfolio›$617.9K
State of Alaska, Department of Revenue7,656
0.0% of portfolio›$590
Modera Wealth Management, LLC6,997
0.0% of portfolio›$540.3K
D.A. Davidson & Co.6,145
0.0% of portfolio›$474.5K
MacKenzie Financial Corp5,987
0.0% of portfolio›$462.3K
US Bancorp \de\5,901
0.0% of portfolio›$455.7K
State of Wyoming5,797
0.0% of portfolio›$447.6K
Impact Capital Partners LLC5,206
0.1% of portfolio›$402.0K
Net Worth Advisory Group5,152
0.1% of portfolio›$397.1K
Marks Group Wealth Management, Inc5,000
0.0% of portfolio›$386.1K
Vise Technologies, Inc.4,874
0.0% of portfolio›$376.4K
Claro Advisors Inc.4,441
0.0% of portfolio›$342.9K
Swiss Life Asset Management Ltd4,081
0.0% of portfolio›$315.1K
Keybank National Association4,055
0.0% of portfolio›$313.1K
Cambridge Investment Research Advisors, Inc.4,046
0.0% of portfolio›$312
Curated Wealth Partners LLC4,033
0.0% of portfolio›$311.4K
Virginia Retirement Systems ET Al3,800
0.0% of portfolio›$293.4K
Westover Capital Advisors, LLC3,380
0.0% of portfolio›$261.0K
Fifth Third Wealth Advisors LLC3,338
0.0% of portfolio›$257.8K
Truist Financial Corp3,174
0.0% of portfolio›$245.1K
Bryn Mawr Trust Advisors, LLC2,906
0.0% of portfolio›$224.4K
Crossmark Global Holdings, Inc.2,759
0.0% of portfolio›$213.1K
Prime Capital Investment Advisors, LLC2,746
0.0% of portfolio›$212.0K
Pinnacle Wealth Planning Services, Inc.2,292
0.0% of portfolio›$177.0K
Blue Trust, Inc.1,958
0.0% of portfolio›$151.2K
Parkside Financial Bank & Trust1,798
0.0% of portfolio›$138.8K
Laurel Wealth Advisors LLC1,286
0.0% of portfolio›$99.3K
Signaturefd, LLC1,240
0.0% of portfolio›$95.8K
CX Institutional1,125
0.0% of portfolio›$87
Sterling Capital Management LLC1,121
0.0% of portfolio›$86.6K
Covestor Ltd1,059
0.0% of portfolio›$82
Heritage Family Offices, LLP1,025
0.0% of portfolio›$79.2K
Fulcrum Asset Management LLP1,022
0.0% of portfolio›$80.5K
Gamma Investing LLC1,004
0.0% of portfolio›$77.5K
Financial Management Professionals, Inc.486
0.0% of portfolio›$37.5K
Parallel Advisors, LLC455
0.0% of portfolio›$35.1K
Assetmark, Inc390
0.0% of portfolio›$30.1K
Duncker Streett & Co Inc381
0.0% of portfolio›$29.4K
Arlington Trust Co LLC363
0.0% of portfolio›$28.0K
Mirae Asset Global Investments Co., Ltd.355
0.0% of portfolio›$27.4K
Reyes Financial Architecture, Inc.318
0.0% of portfolio›$24.6K
Farther Finance Advisors, LLC311
0.0% of portfolio›$24.0K
V-Square Quantitative Management LLC272
0.0% of portfolio›$21.0K
North Point Portfolio Managers Corp265
0.0% of portfolio›$20.5K
Bayforest Capital Ltd249
0.0% of portfolio›$19.2K
Mitsubishi UFJ Asset Management Co., Ltd.223
0.0% of portfolio›$17.2K
Root Financial Partners, LLC220
0.0% of portfolio›$17.0K
City State Bank200
0.0% of portfolio›$15.4K
Putney Financial Group LLC200
0.0% of portfolio›$15.4K
Versant Capital Management, Inc196
0.0% of portfolio›$15.1K
Key FInancial Inc151
0.0% of portfolio›$11.7K
IFP Advisors, Inc142
0.0% of portfolio›$11.0K
EverSource Wealth Advisors, LLC129
0.0% of portfolio›$10.0K
Creative Financial Designs Inc104
0.0% of portfolio›$8.0K
Mather Group, Llc.95
0.0% of portfolio›$7.3K
SJS Investment Consulting Inc.92
0.0% of portfolio›$7.1K
First Horizon Corp87
0.0% of portfolio›$6.7K
Torren Management, LLC78
0.0% of portfolio›$6.0K
WPG Advisers, LLC76
0.0% of portfolio›$5.9K
Retirement Wealth Solutions LLC61
0.0% of portfolio›$4.7K
Pension & Wealth Management Advisors, Inc.57
0.0% of portfolio›$4.4K
Strengthening Families & Communities, LLC51
0.0% of portfolio›$3.9K
Farmers & Merchants Investments Inc50
0.0% of portfolio›$3.9K
TD Private Client Wealth LLC50
0.0% of portfolio›$3.9K
Ascentis Wealth Management, LLC49
0.0% of portfolio›$3.8K
Creative Capital Management Investments LLC48
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC43
0.0% of portfolio›$3.3K
JFS Wealth Advisors, LLC39
0.0% of portfolio›$3.0K
Physician Wealth Advisors, Inc.30
0.0% of portfolio›$2.3K
Larson Financial Group LLC22
0.0% of portfolio›$1.7K
Essential Partners LLC20
0.0% of portfolio›$1.5K
Rossby Financial, LCC19
0.0% of portfolio›$1.5K
DiNuzzo Private Wealth, Inc.14
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC13
0.0% of portfolio›$1.0K
Burk Holdings LLC12
0.0% of portfolio›$927
Signature Equity Partners, LLC10
0.0% of portfolio›$772
Private Wealth Management Group, LLC10
0.0% of portfolio›$773
Manchester Capital Management LLC10
0.0% of portfolio›$773
Private Trust Co NA9
0.0% of portfolio›$695
Planning Strategies Inc.7
0.0% of portfolio›$541
Bell Investment Advisors, Inc7
0.0% of portfolio›$541
Thompson Investment Management, Inc.6
0.0% of portfolio›$463
MassMutual Private Wealth & Trust, FSB6
0.0% of portfolio›$463
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$386
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$386
Meriwether Wealth & Planning, LLC4
0.0% of portfolio›$309
CoreCap Advisors, LLC2
0.0% of portfolio›$154
DecisionPoint Financial, LLC2
0.0% of portfolio›$155
Maryland Capital Advisors Inc.1
0.0% of portfolio›$78
Maseco LLP1
0.0% of portfolio›$77
Signature Resources Capital Management, LLC1
0.0% of portfolio›$77
Davis Capital Management1
0.0% of portfolio›$77
Valued Wealth Advisors LLC0
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,269,977$175.3M0.0%IndexLowAustin, TX2026-11-04
Wasatch Advisors LP
1,255,687$97.0M0.7%GARPMediumSalt Lake City, UT2026-10-13
Allspring Global Investments Holdings, LLC
768,172$59.2M0.1%CoreMediumCharlotte, NC2026-11-04
Deprince Race & Zollo Inc
598,168$46.2M0.8%Deep ValueHighWinter Park, FL2026-10-13
Copeland Capital Management, LLC
553,686$42.8M1.0%ValueMediumConshohocken, PA2026-10-13
Bank of New York Mellon Corp
367,988$28.4M0.0%CoreLowNew York, NY2026-11-05
Pictet Asset Management Holding SA
269,694$20.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Principal Financial Group Inc
128,739$9.9M0.0%CoreLowDes Moines, IA2026-11-02
Mutual of America Capital Management LLC
95,507$7.4M0.1%IndexLowNew York, NY2026-10-23
Creative Planning
95,394$7.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedge Capital Management L L P
78,356$6.1M0.1%ValueMediumCharlotte, NC2026-10-13
Citigroup Inc
59,272$4.6M0.0%CoreMediumNew York, NY2026-11-04
Retirement Systems of Alabama
56,896$4.4M0.0%IndexLowMontgomery, AL2026-11-04
Fifth Third Bancorp
52,602$4.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Bridge City Capital, LLC
50,384$3.9M0.8%ValueMediumLake Oswego, OR2026-10-29
New York State Teachers Retirement System
47,905$3.7K0.0%CoreVery LowAlbany, NY2026-10-22
Narwhal Capital Management
44,819$3.5M0.2%CoreLowMarietta, GA2026-11-04
Regions Financial Corp
41,763$3.2M0.0%CoreLowBirmingham, AL2026-11-05
Watchman Group, Inc.
40,594$3.1M0.7%ETFLowPlano, TX2026-10-16
Nisa Investment Advisors, LLC
39,419$3.0M0.0%IndexVery LowSt. Louis, MO2026-10-20
Wilmington Savings Fund Society, FSB
38,120$2.9M0.1%CoreLowWilmington, DE2026-10-23
B. Metzler seel. Sohn & Co. AG
30,950$2.4M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Wealth Enhancement Advisory Services, LLC
30,919$989.4K0.0%CoreLowPlymouth, MN2026-10-13
KBC Group NV
29,812$2.3K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Palisades Investment Partners, LLC
28,643$2.2M0.6%GARPMediumSanta Monica, CA2026-11-03
Y-Intercept (Hong Kong) Ltd
28,001$2.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Strs Ohio
25,500$2.0M0.0%CoreMediumColumbus, OH2026-10-30
Moran Wealth Management, LLC
23,977$1.9M0.1%CoreMediumNaples, FL2026-10-22
Amalgamated Bank
23,696$1.8K0.0%CoreVery LowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
19,800$1.5M0.0%CoreLowTrenton, NJ2026-11-05
NorthCrest Asset Manangement, LLC
17,977$1.4M0.0%GrowthLowPlymouth, MN2026-10-13
Illinois Municipal Retirement Fund
17,482$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Cascade Investment Advisors, Inc.
17,029$1.3M0.7%ValueLowOregon City, OR2026-11-02
Oppenheimer Asset Management Inc.
16,562$1.3M0.0%CoreMediumNew York, NY2026-10-27
Louisiana State Employees Retirement System
16,400$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Yousif Capital Management, LLC
16,231$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Prescott Group Capital Management, L.L.C.
16,000$1.2M0.1%Deep ValueMediumTulsa, OK2026-10-30
Flagship Capital Management Inc.
15,937$1.2M0.7%CoreVery LowMedia, PA2026-10-20
Arizona State Retirement System
15,918$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Chicago Trust Co NA
15,364$1.2M0.2%CoreLowGrayslake, IL2026-10-28
Markel Group Inc.
14,000$1.1M0.0%CoreVery LowGlen Allen, VA2026-10-30
Atria Investments, Inc
13,303$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
13,167$1.0M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
12,900$996.1K0.0%IndexLowEast Lansing, MI2026-10-27
New Mexico Educational Retirement Board
12,600$9730.0%IndexVery LowSanta Fe, NM2026-11-05
Confluence Investment Management LLC
12,432$960.0K0.0%ValueMediumSt. Louis, MO2026-10-01
Thrivent Financial for Lutherans
12,088$9330.0%GARPMediumMinneapolis, MN2026-11-05
Oregon Public Employees Retirement Fund
11,397$880.1K0.0%IndexVery LowTigard, OR2026-10-30
Bokf, NA
10,546$814.4K0.0%CoreLowTulsa, OK2026-10-27
Exchange Traded Concepts, LLC
9,525$735.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
ProShare Advisors LLC
9,292$717.5K0.0%GrowthLowBethesda, MD2026-10-29
Harbor Capital Advisors, Inc.
8,772$6770.0%ValueHighChicago, IL2026-10-22
Unison Advisors LLC
8,115$626.6K0.0%ETFVery LowProvidence, RI2026-10-29
Xponance LLC
8,002$617.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Alaska, Department of Revenue
7,656$5900.0%CoreVery LowJuneau, AK2026-10-15
Modera Wealth Management, LLC
6,997$540.3K0.0%ETFVery LowWestwood, NJ2026-10-28
D.A. Davidson & Co.
6,145$474.5K0.0%CoreLowGreat Falls, MT2026-10-28
MacKenzie Financial Corp
5,987$462.3K0.0%CoreMediumToronto Ontario, Australia2026-11-02
US Bancorp \de\
5,901$455.7K0.0%IndexLowMinneapolis, MN2026-11-05
State of Wyoming
5,797$447.6K0.0%ValueHighCheyenne, WY2026-10-28
Impact Capital Partners LLC
5,206$402.0K0.1%GrowthLowGreenwood Village, CO2026-10-22
Net Worth Advisory Group
5,152$397.1K0.1%GARPMediumSandy, UT2026-10-20
Marks Group Wealth Management, Inc
5,000$386.1K0.0%CoreMediumMinnetonka, MN2026-11-05
Vise Technologies, Inc.
4,874$376.4K0.0%IndexLowNew York, NY2026-10-29
Claro Advisors Inc.
4,441$342.9K0.0%CoreLowBoston, MA2026-11-02
Swiss Life Asset Management Ltd
4,081$315.1K0.0%CoreLowZurich, Switzerland2026-11-03
Keybank National Association
4,055$313.1K0.0%CoreLowBrooklyn, OH2026-11-04
Cambridge Investment Research Advisors, Inc.
4,046$3120.0%ETFLowFairfield, IA2026-11-02
Curated Wealth Partners LLC
4,033$311.4K0.0%GARPLowEl Segundo, CA2026-10-15
Virginia Retirement Systems ET Al
3,800$293.4K0.0%CoreMediumRichmond, VA2026-10-28
Westover Capital Advisors, LLC
3,380$261.0K0.0%MomentumLowWilmington, DE2026-10-26
Fifth Third Wealth Advisors LLC
3,338$257.8K0.0%IndexVery LowCincinnati, OH2026-10-22
Truist Financial Corp
3,174$245.1K0.0%CoreLowCharlotte, NC2026-10-30
Bryn Mawr Trust Advisors, LLC
2,906$224.4K0.0%CoreLowPhiladelphia, PA2026-11-04
Crossmark Global Holdings, Inc.
2,759$213.1K0.0%GARPMediumHouston, TX2026-10-21
Prime Capital Investment Advisors, LLC
2,746$212.0K0.0%ETFLowOverland Park, KS2026-10-20
Pinnacle Wealth Planning Services, Inc.
2,292$177.0K0.0%GARPLowMansfield, OH2026-10-27
Blue Trust, Inc.
1,958$151.2K0.0%ETFLowBrentwood, TN2026-10-15
Parkside Financial Bank & Trust
1,798$138.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Laurel Wealth Advisors LLC
1,286$99.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Signaturefd, LLC
1,240$95.8K0.0%IndexLowAtlanta, GA2026-10-23
CX Institutional
1,125$870.0%CoreMediumAuburn, IN2026-10-02
Sterling Capital Management LLC
1,121$86.6K0.0%GARPMediumCharlotte, NC2026-10-22
Covestor Ltd
1,059$820.0%ValueHighLondon, United Kingdom2026-10-30
Heritage Family Offices, LLP
1,025$79.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Fulcrum Asset Management LLP
1,022$80.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Gamma Investing LLC
1,004$77.5K0.0%IndexVery LowFoster City, CA2026-10-08
Financial Management Professionals, Inc.
486$37.5K0.0%ETFMediumAustin, TX2026-10-23
Parallel Advisors, LLC
455$35.1K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
390$30.1K0.0%ETFLowConcord, CA2026-10-21
Duncker Streett & Co Inc
381$29.4K0.0%GrowthLowSt. Louis, MO2026-10-27
Arlington Trust Co LLC
363$28.0K0.0%ETFMediumBirmingham, AL2026-10-20
Mirae Asset Global Investments Co., Ltd.
355$27.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Reyes Financial Architecture, Inc.
318$24.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Farther Finance Advisors, LLC
311$24.0K0.0%IndexLowSan Francisco, CA2026-10-08
V-Square Quantitative Management LLC
272$21.0K0.0%CoreLowChicago, IL2026-10-15
North Point Portfolio Managers Corp
265$20.5K0.0%GrowthLowOrange Village, OH2026-10-07
Bayforest Capital Ltd
249$19.2K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
223$17.2K0.0%IndexVery LowTokyo, Mexico2026-11-05
Root Financial Partners, LLC
220$17.0K0.0%ETFMediumEncinitas, CA2026-10-21
City State Bank
200$15.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Putney Financial Group LLC
200$15.4K0.0%GrowthLowSan Rafael, CA2026-10-30
Versant Capital Management, Inc
196$15.1K0.0%GARPLowPhoenix, AZ2026-10-02
Key FInancial Inc
151$11.7K0.0%ETFLowWest Chester, PA2026-11-02
IFP Advisors, Inc
142$11.0K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
129$10.0K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
104$8.0K0.0%ETFMediumKokomo, IN2026-11-04
Mather Group, Llc.
95$7.3K0.0%ETFMediumChicago, IL2026-10-14
SJS Investment Consulting Inc.
92$7.1K0.0%ETFVery LowSylvania, OH2026-10-26
First Horizon Corp
87$6.7K0.0%CoreLowMemphis, TN2026-10-26
Torren Management, LLC
78$6.0K0.0%ETFMediumSan Diego, CA2026-10-29
WPG Advisers, LLC
76$5.9K0.0%CoreLowBaltimore, MD2026-10-27
Retirement Wealth Solutions LLC
61$4.7K0.0%ETFLowMarshfield, WI2026-10-07
Pension & Wealth Management Advisors, Inc.
57$4.4K0.0%ETFLowWaltham, MA2026-10-16
Strengthening Families & Communities, LLC
51$3.9K0.0%CoreMediumBoston, MA2026-10-21
Farmers & Merchants Investments Inc
50$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
TD Private Client Wealth LLC
50$3.9K0.0%ETFLowNew York, NY2026-10-28
Ascentis Wealth Management, LLC
49$3.8K0.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
48$3.7K0.0%ETFLowSan Diego, CA2026-10-28
Fortitude Family Office, LLC
43$3.3K0.0%ETFMediumScottsdale, AZ2026-10-14
JFS Wealth Advisors, LLC
39$3.0K0.0%ETFVery LowHermitage, PA2026-11-03
Physician Wealth Advisors, Inc.
30$2.3K0.0%ETFMediumMidvale, UT2026-10-20
Larson Financial Group LLC
22$1.7K0.0%GrowthLowSt Louis, MO2026-11-05
Essential Partners LLC
20$1.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rossby Financial, LCC
19$1.5K0.0%ETFMediumMelbourne, FL2026-11-05
DiNuzzo Private Wealth, Inc.
14$1.1K0.0%ETFLowBeaver, PA2026-10-16
Bay Harbor Wealth Management, LLC
13$1.0K0.0%ETFMediumHunt Valley, MD2026-11-03
Burk Holdings LLC
12$9270.0%ETFVery LowTulsa, OK2026-11-05
Signature Equity Partners, LLC
10$7720.0%GrowthMediumColumbus, OH2026-10-29
Private Wealth Management Group, LLC
10$7730.0%ETFLowPrinceton, NJ2026-10-19
Manchester Capital Management LLC
10$7730.0%CoreLowManchester, VT2026-10-22
Private Trust Co NA
9$6950.0%CoreLowCleveland, OH2026-10-20
Planning Strategies Inc.
7$5410.0%ETFN/ALancaster, PA2026-10-02
Bell Investment Advisors, Inc
7$5410.0%ETFVery LowOrinda, CA2026-10-29
Thompson Investment Management, Inc.
6$4630.0%ValueMediumMadison, WI2026-10-14
MassMutual Private Wealth & Trust, FSB
6$4630.0%CoreLowSpringfield, MA2026-10-05
Provenance Wealth Advisors, LLC
5$3860.0%ETFLowFort Lauderdale, FL2026-10-30
Caitong International Asset Management Co., Ltd
5$3860.0%GrowthVery HighHong Kong, South Korea2026-10-29
Meriwether Wealth & Planning, LLC
4$3090.0%ETFMediumMinden, LA2026-10-13
CoreCap Advisors, LLC
2$1540.0%ETFMediumSouthfield, MI2026-10-08
DecisionPoint Financial, LLC
2$1550.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$780.0%ETFVery LowChester, MD2026-10-15
Maseco LLP
1$770.0%ETFVery LowLondon, United Kingdom2026-10-27
Signature Resources Capital Management, LLC
1$770.0%ETFLowNewport Beach, CA2026-10-16
Davis Capital Management
1$770.0%CoreLowJacksonville, FL2026-10-08
Valued Wealth Advisors LLC
0$30.0%IndexVery LowHolladay, UT2026-11-05