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United Community Banks (UCB)

CUSIP: 90984P303 | NYSE | Financial Services · Banks - Regional | Mid Cap | 970 institutional holders

Quarters

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

Dimensional Fund Advisors LP6,759,321
0.0% of portfolio›$225.4M
Bank of New York Mellon Corp1,550,306
0.0% of portfolio›$51.7M
Principal Financial Group Inc863,061
0.0% of portfolio›$28.8M
ProShare Advisors LLC297,968
0.0% of portfolio›$9.9M
Thrivent Financial for Lutherans190,638
0.0% of portfolio›$6.4K
New York State Teachers Retirement System93,210
0.0% of portfolio›$3.1K
Citigroup Inc91,431
0.0% of portfolio›$3.0M
Illinois Municipal Retirement Fund60,968
0.0% of portfolio›$2.0M
Strs Ohio56,500
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D55,550
0.0% of portfolio›$1.9M
Oppenheimer Asset Management Inc.52,706
0.0% of portfolio›$1.8M
Louisiana State Employees Retirement System51,400
0.0% of portfolio›$1.7M
Eastover Investment Advisors LLC42,633
0.6% of portfolio›$1.4M
Cambiar Investors LLC41,519
0.1% of portfolio›$1.4M
Family Legacy, Inc.38,524
0.4% of portfolio›$1.3M
Arizona State Retirement System33,725
0.0% of portfolio›$1.1M
Mayfair Advisory Group, LLC33,098
0.3% of portfolio›$1.1M
DMC Group, LLC32,518
0.8% of portfolio›$1.1M
Amalgamated Bank31,306
0.0% of portfolio›$1.0K
Moody National Bank Trust Division31,180
0.1% of portfolio›$1.0M
Yousif Capital Management, LLC30,527
0.0% of portfolio›$1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,409
0.0% of portfolio›$947.4K
Everhart Financial Group, Inc.27,399
0.1% of portfolio›$913.8K
Oregon Public Employees Retirement Fund27,020
0.0% of portfolio›$901.1K
First Citizens Bank & Trust Co26,072
0.0% of portfolio›$869.5K
Welch Group, LLC26,047
0.0% of portfolio›$868.7K
Wealth Enhancement Advisory Services, LLC25,825
0.0% of portfolio›$867.2K
State of Alaska, Department of Revenue24,945
0.0% of portfolio›$831
HB Wealth Management, LLC21,867
0.0% of portfolio›$729.3K
Cap Partners, LLC19,991
0.3% of portfolio›$666.7K
Inspire Investing, LLC19,096
0.0% of portfolio›$636.9K
Csenge Advisory Group18,671
0.0% of portfolio›$622.7K
Keystone Financial Group, Inc.18,269
0.3% of portfolio›$614.0K
Patriot Investment Management Group, Inc.17,858
0.0% of portfolio›$595.6K
Pictet Asset Management Holding SA17,418
0.0% of portfolio›$580.9K
Salzhauer Michael17,032
0.2% of portfolio›$568.0K
Truist Financial Corp16,282
0.0% of portfolio›$543.0K
Regions Financial Corp16,193
0.0% of portfolio›$540.0K
Continental Advisors LLC14,834
0.2% of portfolio›$494.7K
Pinnacle Wealth Management Advisory Group, LLC14,602
0.0% of portfolio›$487.0K
Daytona Street Capital LLC14,270
0.3% of portfolio›$486.1K
US Bancorp \de\14,070
0.0% of portfolio›$469.2K
DekaBank Deutsche Girozentrale13,901
0.0% of portfolio›$464
Mutual of America Capital Management LLC13,759
0.0% of portfolio›$458.9K
Smith Thornton Advisors LLC13,652
0.2% of portfolio›$455.3K
Old Republic International Corp12,650
0.0% of portfolio›$422
Willis Investment Counsel11,954
0.0% of portfolio›$398.7K
Xponance LLC11,764
0.0% of portfolio›$392.3K
Choreo, LLC11,374
0.0% of portfolio›$388.6K
CIBC Asset Management Inc11,065
0.0% of portfolio›$369.0K
Wagner Wealth Management, LLC10,728
0.1% of portfolio›$357.8K
Commonwealth Equity Services, LLC9,393
0.0% of portfolio›$313.3K
Ridgepath Capital Management LLC9,362
0.2% of portfolio›$312.2K
Wealthcare Advisory Partners LLC9,266
0.0% of portfolio›$309.0K
Gamma Investing LLC8,885
0.0% of portfolio›$296.3K
Swiss Life Asset Management Ltd8,868
0.0% of portfolio›$295.7K
Cypress Capital Group8,745
0.0% of portfolio›$291.6K
Creative Planning8,576
0.0% of portfolio›$286.0K
Barlow Wealth Partners, LLC8,546
0.0% of portfolio›$288.2K
Patten & Patten Inc8,266
0.0% of portfolio›$275.7K
Profund Advisors LLC8,158
0.0% of portfolio›$272.1K
Virginia Retirement Systems ET Al7,900
0.0% of portfolio›$263.5K
Crossmark Global Holdings, Inc.7,589
0.0% of portfolio›$253.1K
Smith & Howard Wealth Management, LLC7,283
0.0% of portfolio›$242.9K
Equitable Trust Co7,255
0.0% of portfolio›$242.0K
RFG Advisory, LLC7,203
0.0% of portfolio›$240.2K
Praxis Investment Management Inc6,642
0.0% of portfolio›$222
J.W. Cole Advisors, Inc.6,560
0.0% of portfolio›$218.8K
Nisa Investment Advisors, LLC6,216
0.0% of portfolio›$209.1K
Fort Washington Investment Advisors Inc6,000
0.0% of portfolio›$200.1K
Blue Trust, Inc.5,248
0.0% of portfolio›$175.0K
Exchange Traded Concepts, LLC4,744
0.0% of portfolio›$158.2K
Moisand Fitzgerald Tamayo, LLC4,064
0.0% of portfolio›$135.5K
MTM Investment Management, LLC4,045
0.0% of portfolio›$134.9K
KBC Group NV3,844
0.0% of portfolio›$128
Versant Capital Management, Inc3,659
0.0% of portfolio›$122.0K
Beacon Investment Advisory Services, Inc.3,334
0.0% of portfolio›$111.2K
Bayforest Capital Ltd3,059
0.2% of portfolio›$102.0K
Farther Finance Advisors, LLC3,039
0.0% of portfolio›$101.4K
Pinnacle Wealth Planning Services, Inc.2,461
0.0% of portfolio›$82.1K
Sterling Capital Management LLC2,394
0.0% of portfolio›$79.8K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,000
0.0% of portfolio›$66.7K
EverSource Wealth Advisors, LLC1,596
0.0% of portfolio›$53.2K
MassMutual Private Wealth & Trust, FSB1,561
0.0% of portfolio›$52.1K
Heritage Family Offices, LLP1,385
0.0% of portfolio›$46.2K
Assetmark, Inc971
0.0% of portfolio›$32.4K
Root Financial Partners, LLC918
0.0% of portfolio›$30.6K
Harbor Capital Advisors, Inc.888
0.0% of portfolio›$30
United Community Bank856
0.0% of portfolio›$28.5K
Salomon & Ludwin, LLC795
0.0% of portfolio›$26.5K
Abound Wealth Management535
0.0% of portfolio›$17.8K
Bare Financial Services, Inc527
0.0% of portfolio›$17.6K
Parkside Financial Bank & Trust521
0.0% of portfolio›$17.4K
Grove Bank & Trust510
0.0% of portfolio›$17.0K
Signaturefd, LLC509
0.0% of portfolio›$17.0K
Covestor Ltd481
0.0% of portfolio›$16
Investors Research Corp327
0.0% of portfolio›$10.9K
Fortitude Family Office, LLC307
0.0% of portfolio›$10.2K
WPG Advisers, LLC282
0.0% of portfolio›$9.4K
Proathlete Wealth Management LLC247
0.0% of portfolio›$8.2K
Beacon Financial Strategies Corp233
0.0% of portfolio›$7.8K
Parallel Advisors, LLC210
0.0% of portfolio›$7.0K
SJS Investment Consulting Inc.209
0.0% of portfolio›$7.0K
Tributary Capital Management, LLC183
0.0% of portfolio›$6.1K
UMB Private Wealth Management, LLC173
0.0% of portfolio›$5.8K
Larson Financial Group LLC173
0.0% of portfolio›$5.8K
Hilton Head Capital Partners, LLC169
0.0% of portfolio›$5.6K
Essential Partners LLC149
0.0% of portfolio›$5.0K
IFP Advisors, Inc146
0.0% of portfolio›$4.9K
Mather Group, Llc.133
0.0% of portfolio›$4.4K
Rossby Financial, LCC130
0.0% of portfolio›$4.3K
Farmers & Merchants Investments Inc118
0.0% of portfolio›$3.9K
JFS Wealth Advisors, LLC115
0.0% of portfolio›$3.9K
Caitong International Asset Management Co., Ltd111
0.0% of portfolio›$3.7K
High Note Wealth, LLC83
0.0% of portfolio›$2.8K
GK Wealth Management LLC83
0.0% of portfolio›$2.8K
CX Institutional64
0.0% of portfolio›$2
First Horizon Corp61
0.0% of portfolio›$2.0K
Clark Wealth Partners57
0.0% of portfolio›$1.9K
Torren Management, LLC46
0.0% of portfolio›$1.5K
Creative Capital Management Investments LLC43
0.0% of portfolio›$1.4K
True Wealth Design, LLC39
0.0% of portfolio›$1.3K
Valley National Advisers Inc34
0.0% of portfolio›$1.1K
Retirement Wealth Solutions LLC29
0.0% of portfolio›$968
Signature Equity Partners, LLC28
0.0% of portfolio›$934
Owl Creek Wealth Partners LLC25
0.0% of portfolio›$834
Ascentis Wealth Management, LLC24
0.0% of portfolio›$800
Bay Harbor Wealth Management, LLC21
0.0% of portfolio›$706
SBI Securities Co., Ltd.21
0.0% of portfolio›$700
Hughes Financial Services, LLC21
0.0% of portfolio›$781
DiNuzzo Private Wealth, Inc.20
0.0% of portfolio›$667
Gilpin Wealth Management, LLC15
0.0% of portfolio›$501
Bell Investment Advisors, Inc15
0.0% of portfolio›$501
Davis Capital Management11
0.0% of portfolio›$367
Financial Consulate, Inc9
0.0% of portfolio›$301
DecisionPoint Financial, LLC5
0.0% of portfolio›$169
Meriwether Wealth & Planning, LLC4
0.0% of portfolio›$133
Manchester Capital Management LLC4
0.0% of portfolio›$134
RHL Group, LLC2
0.0% of portfolio›$67
Maryland Capital Advisors Inc.1
0.0% of portfolio›$34
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
6,759,321$225.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,550,306$51.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
863,061$28.8M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
297,968$9.9M0.0%GrowthLowBethesda, MD2026-10-29
Thrivent Financial for Lutherans
190,638$6.4K0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
93,210$3.1K0.0%CoreVery LowAlbany, NY2026-10-22
Citigroup Inc
91,431$3.0M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
60,968$2.0M0.0%CoreMediumOak Brook, IL2026-11-05
Strs Ohio
56,500$1.9M0.0%CoreMediumColumbus, OH2026-10-30
State of New Jersey Common Pension Fund D
55,550$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Oppenheimer Asset Management Inc.
52,706$1.8M0.0%CoreMediumNew York, NY2026-10-27
Louisiana State Employees Retirement System
51,400$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Eastover Investment Advisors LLC
42,633$1.4M0.6%CoreLowCharlotte, NC2026-10-05
Cambiar Investors LLC
41,519$1.4M0.1%ValueMediumDenver, CO2026-11-04
Family Legacy, Inc.
38,524$1.3M0.4%CoreVery LowGreenville, SC2026-10-13
Arizona State Retirement System
33,725$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Mayfair Advisory Group, LLC
33,098$1.1M0.3%ETFLowBirmingham, AL2026-10-20
DMC Group, LLC
32,518$1.1M0.8%CoreMediumBirmingham, AL2026-10-26
Amalgamated Bank
31,306$1.0K0.0%CoreVery LowNew York, NY2026-10-23
Moody National Bank Trust Division
31,180$1.0M0.1%CoreMediumGalveston, TX2026-10-06
Yousif Capital Management, LLC
30,527$1.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
28,409$947.4K0.0%CoreLowHarrisburg, PA2026-11-03
Everhart Financial Group, Inc.
27,399$913.8K0.1%ETFLowDublin, OH2026-10-08
Oregon Public Employees Retirement Fund
27,020$901.1K0.0%IndexVery LowTigard, OR2026-10-30
First Citizens Bank & Trust Co
26,072$869.5K0.0%CoreMediumRaleigh, NC2026-10-14
Welch Group, LLC
26,047$868.7K0.0%CoreVery LowBirmingham, AL2026-10-29
Wealth Enhancement Advisory Services, LLC
25,825$867.2K0.0%CoreLowPlymouth, MN2026-10-13
State of Alaska, Department of Revenue
24,945$8310.0%CoreVery LowJuneau, AK2026-10-15
HB Wealth Management, LLC
21,867$729.3K0.0%IndexVery LowAtlanta, GA2026-10-23
Cap Partners, LLC
19,991$666.7K0.3%ETFLowFranklin, TN2026-10-19
Inspire Investing, LLC
19,096$636.9K0.0%GARPHighMeridian, ID2026-10-22
Csenge Advisory Group
18,671$622.7K0.0%ETFMediumClearwater, FL2026-11-04
Keystone Financial Group, Inc.
18,269$614.0K0.3%ETFLowAtlanta, GA2026-10-13
Patriot Investment Management Group, Inc.
17,858$595.6K0.0%ETFVery LowKnoxville, TN2026-10-15
Pictet Asset Management Holding SA
17,418$580.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Salzhauer Michael
17,032$568.0K0.2%GARPLowNew York, NY2026-10-28
Truist Financial Corp
16,282$543.0K0.0%CoreLowCharlotte, NC2026-10-30
Regions Financial Corp
16,193$540.0K0.0%CoreLowBirmingham, AL2026-11-05
Continental Advisors LLC
14,834$494.7K0.2%YieldMediumPark City, UT2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
14,602$487.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Daytona Street Capital LLC
14,270$486.1K0.3%Deep ValueMediumSaint Louis, MO2026-10-15
US Bancorp \de\
14,070$469.2K0.0%IndexLowMinneapolis, MN2026-11-05
DekaBank Deutsche Girozentrale
13,901$4640.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mutual of America Capital Management LLC
13,759$458.9K0.0%IndexLowNew York, NY2026-10-23
Smith Thornton Advisors LLC
13,652$455.3K0.2%ETFVery LowHuntsville, AL2026-10-16
Old Republic International Corp
12,650$4220.0%YieldVery LowChicago, IL2026-10-26
Willis Investment Counsel
11,954$398.7K0.0%CoreLowGainesville, GA2026-10-20
Xponance LLC
11,764$392.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Choreo, LLC
11,374$388.6K0.0%IndexLowRockford, IL2026-10-28
CIBC Asset Management Inc
11,065$369.0K0.0%GARPLowToronto, South Africa2026-11-05
Wagner Wealth Management, LLC
10,728$357.8K0.1%ETFLowGreenville, SC2026-10-21
Commonwealth Equity Services, LLC
9,393$313.3K0.0%ETFLowWaltham, MA2026-11-02
Ridgepath Capital Management LLC
9,362$312.2K0.2%ETFHighKnoxville, TN2026-10-29
Wealthcare Advisory Partners LLC
9,266$309.0K0.0%ETFLowWest Chester, PA2026-10-21
Gamma Investing LLC
8,885$296.3K0.0%IndexVery LowFoster City, CA2026-10-08
Swiss Life Asset Management Ltd
8,868$295.7K0.0%CoreLowZurich, Switzerland2026-11-03
Cypress Capital Group
8,745$291.6K0.0%CoreLowPalm Beach, FL2026-11-03
Creative Planning
8,576$286.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Barlow Wealth Partners, LLC
8,546$288.2K0.0%CoreMediumLouisville, KY2026-10-15
Patten & Patten Inc
8,266$275.7K0.0%CoreLowChattanooga, TN2026-10-26
Profund Advisors LLC
8,158$272.1K0.0%GrowthLowBethesda, MD2026-10-29
Virginia Retirement Systems ET Al
7,900$263.5K0.0%CoreMediumRichmond, VA2026-10-28
Crossmark Global Holdings, Inc.
7,589$253.1K0.0%GARPMediumHouston, TX2026-10-21
Smith & Howard Wealth Management, LLC
7,283$242.9K0.0%ETFLowAtlanta, GA2026-10-27
Equitable Trust Co
7,255$242.0K0.0%CoreLowNashville, TN2026-10-13
RFG Advisory, LLC
7,203$240.2K0.0%ETFMediumBirmingham, AL2026-11-03
Praxis Investment Management Inc
6,642$2220.0%CoreLowGoshen, IN2026-11-03
J.W. Cole Advisors, Inc.
6,560$218.8K0.0%IndexLowTampa, FL2026-11-05
Nisa Investment Advisors, LLC
6,216$209.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Fort Washington Investment Advisors Inc
6,000$200.1K0.0%CoreLowCincinnati, OH2026-10-15
Blue Trust, Inc.
5,248$175.0K0.0%ETFLowBrentwood, TN2026-10-15
Exchange Traded Concepts, LLC
4,744$158.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Moisand Fitzgerald Tamayo, LLC
4,064$135.5K0.0%ETFVery LowOrlando, FL2026-10-15
MTM Investment Management, LLC
4,045$134.9K0.0%CoreVery LowSpartanburg, SC2026-10-30
KBC Group NV
3,844$1280.0%CoreMediumBrussels, Czech Republic2026-10-22
Versant Capital Management, Inc
3,659$122.0K0.0%GARPLowPhoenix, AZ2026-10-02
Beacon Investment Advisory Services, Inc.
3,334$111.2K0.0%GrowthLowMorristown, NJ2026-10-13
Bayforest Capital Ltd
3,059$102.0K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Farther Finance Advisors, LLC
3,039$101.4K0.0%IndexLowSan Francisco, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
2,461$82.1K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
2,394$79.8K0.0%GARPMediumCharlotte, NC2026-10-22
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
2,000$66.7K0.0%CoreHighTurin, Latvia2026-10-22
EverSource Wealth Advisors, LLC
1,596$53.2K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
1,561$52.1K0.0%CoreLowSpringfield, MA2026-10-05
Heritage Family Offices, LLP
1,385$46.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Assetmark, Inc
971$32.4K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
918$30.6K0.0%ETFMediumEncinitas, CA2026-10-21
Harbor Capital Advisors, Inc.
888$300.0%ValueHighChicago, IL2026-10-22
United Community Bank
856$28.5K0.0%CoreLowGreenville, SC2026-10-28
Salomon & Ludwin, LLC
795$26.5K0.0%ETFVery LowRichmond, VA2026-10-29
Abound Wealth Management
535$17.8K0.0%ETFVery LowFranklin, TN2026-10-26
Bare Financial Services, Inc
527$17.6K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
521$17.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Grove Bank & Trust
510$17.0K0.0%ETFLowMiami, FL2026-10-08
Signaturefd, LLC
509$17.0K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
481$160.0%ValueHighLondon, United Kingdom2026-10-30
Investors Research Corp
327$10.9K0.0%ETFLowAtlanta, GA2026-10-07
Fortitude Family Office, LLC
307$10.2K0.0%ETFMediumScottsdale, AZ2026-10-14
WPG Advisers, LLC
282$9.4K0.0%CoreLowBaltimore, MD2026-10-27
Proathlete Wealth Management LLC
247$8.2K0.0%ETFVery LowBoca Raton, FL2026-10-15
Beacon Financial Strategies Corp
233$7.8K0.0%ETFVery LowRaleigh, NC2026-10-14
Parallel Advisors, LLC
210$7.0K0.0%IndexLowSan Francisco, CA2026-11-03
SJS Investment Consulting Inc.
209$7.0K0.0%ETFVery LowSylvania, OH2026-10-26
Tributary Capital Management, LLC
183$6.1K0.0%ValueMediumOmaha, NE2026-10-28
UMB Private Wealth Management, LLC
173$5.8K0.0%GrowthN/AKansas City, MO2026-10-19
Larson Financial Group LLC
173$5.8K0.0%GrowthLowSt Louis, MO2026-11-05
Hilton Head Capital Partners, LLC
169$5.6K0.0%CoreMediumHilton Head Island, SC2026-10-23
Essential Partners LLC
149$5.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
146$4.9K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
133$4.4K0.0%ETFMediumChicago, IL2026-10-14
Rossby Financial, LCC
130$4.3K0.0%ETFMediumMelbourne, FL2026-11-05
Farmers & Merchants Investments Inc
118$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
115$3.9K0.0%ETFVery LowHermitage, PA2026-11-03
Caitong International Asset Management Co., Ltd
111$3.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
High Note Wealth, LLC
83$2.8K0.0%ETFVery LowDeephaven, MN2026-10-27
GK Wealth Management LLC
83$2.8K0.0%GARPVery HighReno, NV2026-10-09
CX Institutional
64$20.0%CoreMediumAuburn, IN2026-10-02
First Horizon Corp
61$2.0K0.0%CoreLowMemphis, TN2026-10-26
Clark Wealth Partners
57$1.9K0.0%ETFVery LowO'Fallon, IL2026-10-19
Torren Management, LLC
46$1.5K0.0%ETFMediumSan Diego, CA2026-10-29
Creative Capital Management Investments LLC
43$1.4K0.0%ETFLowSan Diego, CA2026-10-28
True Wealth Design, LLC
39$1.3K0.0%ETFMediumAkron, OH2026-10-13
Valley National Advisers Inc
34$1.1K0.0%ETFLowBethlehem, PA2026-10-23
Retirement Wealth Solutions LLC
29$9680.0%ETFLowMarshfield, WI2026-10-07
Signature Equity Partners, LLC
28$9340.0%GrowthMediumColumbus, OH2026-10-29
Owl Creek Wealth Partners LLC
25$8340.0%IndexLowGreenwood Village, CO2026-10-20
Ascentis Wealth Management, LLC
24$8000.0%Agg GrowthLowDallas, TX2026-11-03
Bay Harbor Wealth Management, LLC
21$7060.0%ETFMediumHunt Valley, MD2026-11-03
SBI Securities Co., Ltd.
21$7000.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
21$7810.0%ETFLowHerndon, VA2026-10-30
DiNuzzo Private Wealth, Inc.
20$6670.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
15$5010.0%GrowthLowDenver, CO2026-10-09
Bell Investment Advisors, Inc
15$5010.0%ETFVery LowOrinda, CA2026-10-29
Davis Capital Management
11$3670.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
9$3010.0%ETFLowHunt Valley, MD2026-10-23
DecisionPoint Financial, LLC
5$1690.0%ETFVery LowMesa, AZ2026-10-27
Meriwether Wealth & Planning, LLC
4$1330.0%ETFMediumMinden, LA2026-10-13
Manchester Capital Management LLC
4$1340.0%CoreLowManchester, VT2026-10-22
RHL Group, LLC
2$670.0%ETFVery HighHolly, MI2026-11-04
Maryland Capital Advisors Inc.
1$340.0%ETFVery LowChester, MD2026-10-15