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United Bankshares Inc (UBSI)

CUSIP: 909907107 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1178 institutional holders

Quarters

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

Dimensional Fund Advisors LP7,771,540
0.1% of portfolio›$357.0M
ProShare Advisors LLC600,955
0.0% of portfolio›$27.6M
Arbejdsmarkedets Tillaegspension524,900
0.6% of portfolio›$24.1M
Principal Financial Group Inc317,019
0.0% of portfolio›$14.6M
NTV Asset Management LLC171,875
0.7% of portfolio›$7.9M
Old National Bancorp168,003
0.2% of portfolio›$7.7M
Retirement Systems of Alabama140,168
0.0% of portfolio›$6.4M
New York State Teachers Retirement System138,402
0.0% of portfolio›$6.4K
Moody Aldrich Partners LLC128,882
1.1% of portfolio›$5.9M
Oppenheimer Asset Management Inc.111,539
0.1% of portfolio›$5.1M
1834 Investment Advisors Co108,547
0.6% of portfolio›$5.0M
Wesbanco Bank Inc85,114
0.1% of portfolio›$3.9M
Axxcess Wealth Management, LLC84,665
0.2% of portfolio›$3.9M
Citigroup Inc83,548
0.0% of portfolio›$3.8M
Creative Planning70,653
0.0% of portfolio›$3.2M
Waldron Private Wealth LLC69,199
0.1% of portfolio›$3.2M
Sterling Capital Management LLC68,568
0.1% of portfolio›$3.2M
Amalgamated Bank58,350
0.0% of portfolio›$2.7K
Wealthcare Advisory Partners LLC54,885
0.0% of portfolio›$2.5M
CrossGen Wealth, LLC51,799
1.7% of portfolio›$2.4M
Wealth Enhancement Advisory Services, LLC50,413
0.0% of portfolio›$2.3M
Mutual of America Capital Management LLC48,169
0.0% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.44,543
0.0% of portfolio›$2.0K
Louisiana State Employees Retirement System40,400
0.0% of portfolio›$1.9M
State of New Jersey Common Pension Fund D39,403
0.0% of portfolio›$1.8M
Arizona State Retirement System38,807
0.0% of portfolio›$1.8M
Regent Peak Wealth Advisors LLC38,372
0.3% of portfolio›$1.8M
Virginia Retirement Systems ET Al37,900
0.0% of portfolio›$1.7M
Atria Investments, Inc37,599
0.0% of portfolio›$1.7M
Verity Asset Management, Inc.37,260
0.7% of portfolio›$1.7M
Klingman & Associates, LLC35,398
0.1% of portfolio›$1.6M
Yousif Capital Management, LLC35,069
0.0% of portfolio›$1.6M
Commonwealth Financial Services, LLC34,699
0.3% of portfolio›$1.6M
Crown Wealth Group, LLC33,031
0.4% of portfolio›$1.5M
Commonwealth Equity Services, LLC32,576
0.0% of portfolio›$1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS32,437
0.0% of portfolio›$1.5M
Artemis Investment Management LLP32,417
0.0% of portfolio›$1.5M
State of Michigan Retirement System31,913
0.0% of portfolio›$1.5M
McKinley Carter Wealth Services, Inc.31,590
0.1% of portfolio›$1.5M
Kestra Private Wealth Services, LLC29,957
0.0% of portfolio›$1.4M
Strs Ohio29,100
0.0% of portfolio›$1.3M
Truist Financial Corp28,704
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund28,112
0.0% of portfolio›$1.3M
Hazlett, Burt & Watson, Inc.26,052
0.0% of portfolio›$1.2K
Foster Victor Wealth Advisors, LLC24,959
0.1% of portfolio›$1.2M
Main Street Group, LTD23,870
0.2% of portfolio›$1.1M
Cambiar Investors LLC23,209
0.0% of portfolio›$1.1M
Linden Thomas Advisory Services, LLC21,965
0.1% of portfolio›$1.0M
Keybank National Association21,651
0.0% of portfolio›$994.7K
Brighton Jones LLC21,345
0.0% of portfolio›$980.6K
Pictet Asset Management Holding SA20,247
0.0% of portfolio›$930.1K
BIP Wealth, LLC19,648
0.0% of portfolio›$902.6K
Xponance LLC19,509
0.0% of portfolio›$896.2K
StoneX Group Inc.19,191
0.0% of portfolio›$890.0K
Tranquility Partners, LLC18,816
0.3% of portfolio›$864.4K
State of Alaska, Department of Revenue18,064
0.0% of portfolio›$829
CWA Asset Management Group, LLC16,448
0.0% of portfolio›$755.6K
Capital Investment Advisors, LLC15,195
0.0% of portfolio›$698.0K
Advisortrust Partners, LLC14,931
0.2% of portfolio›$685.9K
Lynx Investment Advisory14,797
0.2% of portfolio›$679.8K
Davenport & Co LLC14,461
0.0% of portfolio›$664.4K
Accurate Wealth Management, LLC13,931
0.1% of portfolio›$636.4K
Inspire Investing, LLC13,898
0.0% of portfolio›$638.5K
Vise Technologies, Inc.13,741
0.0% of portfolio›$631.3K
Jackson Creek Investment Advisors LLC13,621
0.0% of portfolio›$626
Brown Miller Wealth Management, LLC12,999
0.1% of portfolio›$597.2K
Abel Hall, LLC12,158
0.1% of portfolio›$558.5K
IFP Advisors, Inc11,866
0.0% of portfolio›$545.1K
HB Wealth Management, LLC11,797
0.0% of portfolio›$542.0K
Toth Financial Advisory Corp11,738
0.1% of portfolio›$539.2K
Courier Capital LLC11,407
0.0% of portfolio›$524.0K
Daiwa Securities Group Inc.11,098
0.0% of portfolio›$509.8K
Apollon Wealth Management, LLC10,278
0.0% of portfolio›$472.2K
Swiss Life Asset Management Ltd9,858
0.0% of portfolio›$452.9K
Braun-Bostich & Associates Inc.9,478
0.2% of portfolio›$435.4K
Riverbend Wealth Management, LLC9,296
0.2% of portfolio›$427.1K
City Holding Co9,258
0.0% of portfolio›$425.2K
Curran Financial Partners, LLC8,841
0.1% of portfolio›$406.2K
QP Wealth Management, LLC8,787
0.6% of portfolio›$403.7K
NovaPoint Capital, LLC8,743
0.1% of portfolio›$401.7K
High Point Wealth Management, LLC8,445
0.3% of portfolio›$388.0K
Facet Wealth, Inc.8,289
0.0% of portfolio›$380.8K
RIA Advisory Group LLC8,163
0.1% of portfolio›$375.0K
Jamison Private Wealth Management, Inc.8,000
0.0% of portfolio›$367.5K
OpenArc Corporate Advisory, LLC7,843
0.0% of portfolio›$360.3K
Crossmark Global Holdings, Inc.7,384
0.0% of portfolio›$339.2K
Profund Advisors LLC7,209
0.0% of portfolio›$331.2K
Exchange Traded Concepts, LLC7,013
0.0% of portfolio›$322.2K
TSG Advice Partners, LLC7,012
0.0% of portfolio›$321.3K
Kestra Advisory Services, LLC6,785
0.0% of portfolio›$311.7K
D.A. Davidson & Co.6,782
0.0% of portfolio›$311.6K
Citizens Financial Group Inc6,610
0.0% of portfolio›$306.2K
Revolve Wealth Partners, LLC6,574
0.0% of portfolio›$302.0K
Accordant Advisory Group Inc6,500
0.2% of portfolio›$298.6K
Graves Light Lenhart Wealth, Inc.6,257
0.0% of portfolio›$287.4K
Salomon & Ludwin, LLC6,020
0.0% of portfolio›$276.6K
Choreo, LLC5,998
0.0% of portfolio›$277.9K
Nisa Investment Advisors, LLC5,779
0.0% of portfolio›$267.7K
Marathon Strategic Advisors, LLC5,565
0.1% of portfolio›$255.7K
Prospera Financial Services Inc5,443
0.0% of portfolio›$262.5K
Milestone Asset Management, LLC5,353
0.0% of portfolio›$245.9K
Hoxton Planning & Management, LLC5,198
0.1% of portfolio›$238.8K
KBC Group NV5,180
0.0% of portfolio›$238
Moss Adams Wealth Advisors LLC5,176
0.0% of portfolio›$239.8K
Cassaday & Co Wealth Management LLC4,924
0.0% of portfolio›$226.2K
Hennion & Walsh Asset Management, Inc.4,870
0.0% of portfolio›$223.7K
Park Avenue Securities LLC4,671
0.0% of portfolio›$215
Granite FO LLC4,619
0.1% of portfolio›$212.2K
Fifth Third Wealth Advisors LLC4,575
0.0% of portfolio›$210.2K
Gamma Investing LLC4,331
0.0% of portfolio›$199.0K
Evermay Wealth Management LLC4,159
0.0% of portfolio›$192.6K
Rosenthal | Henry Capital Advisors, Inc.3,786
0.2% of portfolio›$173.9K
Hilltop National Bank3,192
0.0% of portfolio›$146.6K
Cape Investment Advisory, Inc.3,092
0.0% of portfolio›$142.1K
Bayforest Capital Ltd3,065
0.2% of portfolio›$140.8K
Eastern Bank2,412
0.0% of portfolio›$110.8K
Harbor Capital Advisors, Inc.2,370
0.0% of portfolio›$109
Key FInancial Inc1,830
0.0% of portfolio›$84.1K
Hughes Financial Services, LLC1,741
0.0% of portfolio›$84.8K
FNY Investment Advisers, LLC1,600
0.0% of portfolio›$73
EverSource Wealth Advisors, LLC1,536
0.0% of portfolio›$70.6K
MassMutual Private Wealth & Trust, FSB1,518
0.0% of portfolio›$69.7K
Canton Hathaway, LLC1,501
0.0% of portfolio›$69.0K
Farther Finance Advisors, LLC1,355
0.0% of portfolio›$62.2K
Blue Trust, Inc.1,310
0.0% of portfolio›$60.2K
Assetmark, Inc1,268
0.0% of portfolio›$58.3K
Root Financial Partners, LLC1,150
0.0% of portfolio›$52.8K
Signaturefd, LLC1,000
0.0% of portfolio›$45.9K
Private Trust Co NA852
0.0% of portfolio›$39.1K
Transce3nd, LLC827
0.0% of portfolio›$39.0K
Ares Financial Consulting, LLC700
0.0% of portfolio›$32.2K
SBI Securities Co., Ltd.665
0.0% of portfolio›$30.6K
SJS Investment Consulting Inc.543
0.0% of portfolio›$24.9K
Burkett Financial Services, LLC495
0.0% of portfolio›$22.8K
Pinnacle Wealth Planning Services, Inc.473
0.0% of portfolio›$21.7K
Covestor Ltd464
0.0% of portfolio›$22
Manchester Capital Management LLC449
0.0% of portfolio›$20.6K
Versant Capital Management, Inc439
0.0% of portfolio›$20.2K
True Wealth Design, LLC385
0.0% of portfolio›$17.7K
MV Capital Management, Inc.346
0.0% of portfolio›$15.9K
Mather Group, Llc.261
0.0% of portfolio›$12.0K
Hilton Head Capital Partners, LLC257
0.0% of portfolio›$11.8K
First United Bank & Trust252
0.0% of portfolio›$11.6K
Parallel Advisors, LLC250
0.0% of portfolio›$11.5K
GK Wealth Management LLC242
0.0% of portfolio›$11.1K
Private Wealth Management Group, LLC200
0.0% of portfolio›$9.2K
Fortitude Family Office, LLC186
0.0% of portfolio›$8.5K
Farmers & Merchants Trust Co of Chambersburg PA186
0.0% of portfolio›$9
Harbor Investment Advisory, LLC160
0.0% of portfolio›$7.4K
Parkside Financial Bank & Trust157
0.0% of portfolio›$7.2K
Provenance Wealth Advisors, LLC146
0.0% of portfolio›$6.7K
James T. Borello RIA135
0.0% of portfolio›$6.2K
Tributary Capital Management, LLC134
0.0% of portfolio›$6.2K
Morton Brown Family Wealth, LLC124
0.0% of portfolio›$5.7K
Farmers & Merchants Investments Inc122
0.0% of portfolio›$5.6K
Atlantic Edge Private Wealth Management, LLC105
0.0% of portfolio›$4.8K
Pension & Wealth Management Advisors, Inc.103
0.0% of portfolio›$4.7K
Triumph Capital Management102
0.0% of portfolio›$4.7K
JFS Wealth Advisors, LLC101
0.0% of portfolio›$4.7K
Essential Partners LLC100
0.0% of portfolio›$4.6K
Elyxium Wealth, LLC91
0.0% of portfolio›$4.2K
Bell Investment Advisors, Inc81
0.0% of portfolio›$3.7K
Creative Capital Management Investments LLC70
0.0% of portfolio›$3.2K
Latitude Advisors, LLC67
0.0% of portfolio›$3.1K
Holos Integrated Wealth LLC58
0.0% of portfolio›$2.7K
Virginia Estate & Retirement Planning Advisors Inc.56
0.0% of portfolio›$2.6K
Miller Global Investments, LLC51
0.0% of portfolio›$2.3K
Proathlete Wealth Management LLC50
0.0% of portfolio›$2.3K
Signature Equity Partners, LLC34
0.0% of portfolio›$1.6K
Valley National Advisers Inc29
0.0% of portfolio›$1.3K
Physician Wealth Advisors, Inc.28
0.0% of portfolio›$1.3K
Bay Harbor Wealth Management, LLC26
0.0% of portfolio›$1.2K
DiNuzzo Private Wealth, Inc.25
0.0% of portfolio›$1.1K
Caitong International Asset Management Co., Ltd17
0.0% of portfolio›$781
Birchwood Financial Partners, Inc.14
0.0% of portfolio›$643
Planning Strategies Inc.11
0.0% of portfolio›$505
DecisionPoint Financial, LLC7
0.0% of portfolio›$325
CoreCap Advisors, LLC6
0.0% of portfolio›$276
Nfsg Corp2
0.0% of portfolio›$92
Maryland Capital Advisors Inc.2
0.0% of portfolio›$92
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$92
Gilpin Wealth Management, LLC1
0.0% of portfolio›$46
RHL Group, LLC1
0.0% of portfolio›$46
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
7,771,540$357.0M0.1%IndexLowAustin, TX2026-11-04
ProShare Advisors LLC
600,955$27.6M0.0%GrowthLowBethesda, MD2026-10-29
Arbejdsmarkedets Tillaegspension
524,900$24.1M0.6%ValueHighHilleroed, Greece2026-10-30
Principal Financial Group Inc
317,019$14.6M0.0%CoreLowDes Moines, IA2026-11-02
NTV Asset Management LLC
171,875$7.9M0.7%GrowthLowCharleston, WV2026-10-23
Old National Bancorp
168,003$7.7M0.2%CoreLowEvansville, IN2026-10-20
Retirement Systems of Alabama
140,168$6.4M0.0%IndexLowMontgomery, AL2026-11-04
New York State Teachers Retirement System
138,402$6.4K0.0%CoreVery LowAlbany, NY2026-10-22
Moody Aldrich Partners LLC
128,882$5.9M1.1%ValueHighMarblehead, MA2026-10-27
Oppenheimer Asset Management Inc.
111,539$5.1M0.1%CoreMediumNew York, NY2026-10-27
1834 Investment Advisors Co
108,547$5.0M0.6%ValueLowMilwaukee, WI2026-10-16
Wesbanco Bank Inc
85,114$3.9M0.1%CoreLowWheeling, WV2026-11-04
Axxcess Wealth Management, LLC
84,665$3.9M0.2%CoreLowCarlsbad, CA2026-10-21
Citigroup Inc
83,548$3.8M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
70,653$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Waldron Private Wealth LLC
69,199$3.2M0.1%ETFVery LowBridgeville, PA2026-11-02
Sterling Capital Management LLC
68,568$3.2M0.1%GARPMediumCharlotte, NC2026-10-22
Amalgamated Bank
58,350$2.7K0.0%CoreVery LowNew York, NY2026-10-23
Wealthcare Advisory Partners LLC
54,885$2.5M0.0%ETFLowWest Chester, PA2026-10-21
CrossGen Wealth, LLC
51,799$2.4M1.7%CoreVery LowGreenville, NC2026-10-30
Wealth Enhancement Advisory Services, LLC
50,413$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Mutual of America Capital Management LLC
48,169$2.2M0.0%IndexLowNew York, NY2026-10-23
Cambridge Investment Research Advisors, Inc.
44,543$2.0K0.0%ETFLowFairfield, IA2026-11-02
Louisiana State Employees Retirement System
40,400$1.9M0.0%IndexLowBaton Rouge, LA2026-10-20
State of New Jersey Common Pension Fund D
39,403$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Arizona State Retirement System
38,807$1.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Regent Peak Wealth Advisors LLC
38,372$1.8M0.3%GrowthLowAtlanta, GA2026-10-13
Virginia Retirement Systems ET Al
37,900$1.7M0.0%CoreMediumRichmond, VA2026-10-28
Atria Investments, Inc
37,599$1.7M0.0%CoreMediumCharlotte, NC2026-10-15
Verity Asset Management, Inc.
37,260$1.7M0.7%CoreMediumDurham, NC2026-10-30
Klingman & Associates, LLC
35,398$1.6M0.1%ETFVery LowNew York, NY2026-10-20
Yousif Capital Management, LLC
35,069$1.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth Financial Services, LLC
34,699$1.6M0.3%ETFMediumVienna, WV2026-10-20
Crown Wealth Group, LLC
33,031$1.5M0.4%ETFMediumCharlotte, NC2026-10-19
Commonwealth Equity Services, LLC
32,576$1.5M0.0%ETFLowWaltham, MA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
32,437$1.5M0.0%CoreLowHarrisburg, PA2026-11-03
Artemis Investment Management LLP
32,417$1.5M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
State of Michigan Retirement System
31,913$1.5M0.0%IndexLowEast Lansing, MI2026-10-27
McKinley Carter Wealth Services, Inc.
31,590$1.5M0.1%ETFMediumWheeling, WV2026-10-16
Kestra Private Wealth Services, LLC
29,957$1.4M0.0%GrowthLowAustin, TX2026-10-30
Strs Ohio
29,100$1.3M0.0%CoreMediumColumbus, OH2026-10-30
Truist Financial Corp
28,704$1.3M0.0%CoreLowCharlotte, NC2026-10-30
Oregon Public Employees Retirement Fund
28,112$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Hazlett, Burt & Watson, Inc.
26,052$1.2K0.0%CoreVery LowWheeling, WV2026-11-04
Foster Victor Wealth Advisors, LLC
24,959$1.2M0.1%CoreMediumGreenville, SC2026-10-21
Main Street Group, LTD
23,870$1.1M0.2%ETFMediumGlen Allen, VA2026-10-28
Cambiar Investors LLC
23,209$1.1M0.0%ValueMediumDenver, CO2026-11-04
Linden Thomas Advisory Services, LLC
21,965$1.0M0.1%CoreLowCharlotte, NC2026-10-19
Keybank National Association
21,651$994.7K0.0%CoreLowBrooklyn, OH2026-11-04
Brighton Jones LLC
21,345$980.6K0.0%CoreVery LowSeattle, WA2026-11-03
Pictet Asset Management Holding SA
20,247$930.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
BIP Wealth, LLC
19,648$902.6K0.0%ETFMediumAtlanta, GA2026-10-22
Xponance LLC
19,509$896.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
StoneX Group Inc.
19,191$890.0K0.0%ETFMediumNew York, NY2026-11-03
Tranquility Partners, LLC
18,816$864.4K0.3%CoreLowBrentwood, TN2026-10-20
State of Alaska, Department of Revenue
18,064$8290.0%CoreVery LowJuneau, AK2026-10-15
CWA Asset Management Group, LLC
16,448$755.6K0.0%CoreMediumNaples, FL2026-10-19
Capital Investment Advisors, LLC
15,195$698.0K0.0%CoreLowAtlanta, GA2026-10-22
Advisortrust Partners, LLC
14,931$685.9K0.2%CoreHighRaleigh, NC2026-11-02
Lynx Investment Advisory
14,797$679.8K0.2%ETFLowWashington, Dc, DC2026-10-27
Davenport & Co LLC
14,461$664.4K0.0%CoreMediumRichmond, VA2026-10-14
Accurate Wealth Management, LLC
13,931$636.4K0.1%CoreMediumWesley Chapel, FL2026-10-20
Inspire Investing, LLC
13,898$638.5K0.0%GARPHighMeridian, ID2026-10-22
Vise Technologies, Inc.
13,741$631.3K0.0%IndexLowNew York, NY2026-10-29
Jackson Creek Investment Advisors LLC
13,621$6260.0%ValueVery HighCastle Rock, CO2026-11-04
Brown Miller Wealth Management, LLC
12,999$597.2K0.1%GrowthLowMclean, VA2026-11-02
Abel Hall, LLC
12,158$558.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
IFP Advisors, Inc
11,866$545.1K0.0%GrowthLowTampa, FL2026-10-16
HB Wealth Management, LLC
11,797$542.0K0.0%IndexVery LowAtlanta, GA2026-10-23
Toth Financial Advisory Corp
11,738$539.2K0.1%CoreLowLeesburg, VA2026-10-08
Courier Capital LLC
11,407$524.0K0.0%ETFLowBuffalo, NY2026-10-19
Daiwa Securities Group Inc.
11,098$509.8K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Apollon Wealth Management, LLC
10,278$472.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Swiss Life Asset Management Ltd
9,858$452.9K0.0%CoreLowZurich, Switzerland2026-11-03
Braun-Bostich & Associates Inc.
9,478$435.4K0.2%ETFMediumCanonsburg, PA2026-10-20
Riverbend Wealth Management, LLC
9,296$427.1K0.2%GrowthLowMyrtle Beach, SC2026-10-15
City Holding Co
9,258$425.2K0.0%CoreLowCharleston, WV2026-10-19
Curran Financial Partners, LLC
8,841$406.2K0.1%ETFMediumDaniel Island, SC2026-11-04
QP Wealth Management, LLC
8,787$403.7K0.6%GrowthHighBoca Raton, FL2026-10-20
NovaPoint Capital, LLC
8,743$401.7K0.1%CoreLowAtlanta, GA2026-10-22
High Point Wealth Management, LLC
8,445$388.0K0.3%ETFLowChester, NJ2026-11-05
Facet Wealth, Inc.
8,289$380.8K0.0%IndexVery LowWest Palm Beach, FL2026-11-04
RIA Advisory Group LLC
8,163$375.0K0.1%ETFHighSioux Falls, SD2026-10-15
Jamison Private Wealth Management, Inc.
8,000$367.5K0.0%GrowthVery LowMilton, GA2026-10-14
OpenArc Corporate Advisory, LLC
7,843$360.3K0.0%GrowthLowAtlanta, GA2026-10-21
Crossmark Global Holdings, Inc.
7,384$339.2K0.0%GARPMediumHouston, TX2026-10-21
Profund Advisors LLC
7,209$331.2K0.0%GrowthLowBethesda, MD2026-10-29
Exchange Traded Concepts, LLC
7,013$322.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
TSG Advice Partners, LLC
7,012$321.3K0.0%ETFN/AColumbus, OH2026-10-29
Kestra Advisory Services, LLC
6,785$311.7K0.0%CoreLowAustin, TX2026-11-02
D.A. Davidson & Co.
6,782$311.6K0.0%CoreLowGreat Falls, MT2026-10-28
Citizens Financial Group Inc
6,610$306.2K0.0%GrowthLowProvidence, RI2026-10-23
Revolve Wealth Partners, LLC
6,574$302.0K0.0%ETFVery LowHackensack, NJ2026-10-23
Accordant Advisory Group Inc
6,500$298.6K0.2%ValueMediumAnnapolis, MD2026-10-29
Graves Light Lenhart Wealth, Inc.
6,257$287.4K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Salomon & Ludwin, LLC
6,020$276.6K0.0%ETFVery LowRichmond, VA2026-10-29
Choreo, LLC
5,998$277.9K0.0%IndexLowRockford, IL2026-10-28
Nisa Investment Advisors, LLC
5,779$267.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Marathon Strategic Advisors, LLC
5,565$255.7K0.1%ETFVery LowPittsburgh, PA2026-10-20
Prospera Financial Services Inc
5,443$262.5K0.0%CoreMediumDallas, TX2026-11-04
Milestone Asset Management, LLC
5,353$245.9K0.0%GrowthHighPittsburgh, PA2026-10-15
Hoxton Planning & Management, LLC
5,198$238.8K0.1%ETFLowShepherdstown, WV2026-10-15
KBC Group NV
5,180$2380.0%CoreMediumBrussels, Czech Republic2026-10-22
Moss Adams Wealth Advisors LLC
5,176$239.8K0.0%ETFLowSeattle, WA2026-10-28
Cassaday & Co Wealth Management LLC
4,924$226.2K0.0%ETFVery LowMclean, VA2026-10-27
Hennion & Walsh Asset Management, Inc.
4,870$223.7K0.0%ValueMediumParsippany, NJ2026-10-13
Park Avenue Securities LLC
4,671$2150.0%ETFMediumNew York, NY2026-10-26
Granite FO LLC
4,619$212.2K0.1%GARPVery LowGilford, NH2026-10-14
Fifth Third Wealth Advisors LLC
4,575$210.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Gamma Investing LLC
4,331$199.0K0.0%IndexVery LowFoster City, CA2026-10-08
Evermay Wealth Management LLC
4,159$192.6K0.0%ETFLowArlington, VA2026-11-05
Rosenthal | Henry Capital Advisors, Inc.
3,786$173.9K0.2%Deep ValueLowMishawaka, IN2026-10-27
Hilltop National Bank
3,192$146.6K0.0%CoreLowCasper, WY2026-10-14
Cape Investment Advisory, Inc.
3,092$142.1K0.0%ETFLowMcdonough, GA2026-10-13
Bayforest Capital Ltd
3,065$140.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Eastern Bank
2,412$110.8K0.0%GrowthMediumBoston, MA2026-10-05
Harbor Capital Advisors, Inc.
2,370$1090.0%ValueHighChicago, IL2026-10-22
Key FInancial Inc
1,830$84.1K0.0%ETFLowWest Chester, PA2026-11-02
Hughes Financial Services, LLC
1,741$84.8K0.0%ETFLowHerndon, VA2026-10-30
FNY Investment Advisers, LLC
1,600$730.0%GrowthVery HighNew York, NY2026-10-16
EverSource Wealth Advisors, LLC
1,536$70.6K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
1,518$69.7K0.0%CoreLowSpringfield, MA2026-10-05
Canton Hathaway, LLC
1,501$69.0K0.0%ValueLowProvidence, RI2026-10-23
Farther Finance Advisors, LLC
1,355$62.2K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Trust, Inc.
1,310$60.2K0.0%ETFLowBrentwood, TN2026-10-15
Assetmark, Inc
1,268$58.3K0.0%ETFLowConcord, CA2026-10-21
Root Financial Partners, LLC
1,150$52.8K0.0%ETFMediumEncinitas, CA2026-10-21
Signaturefd, LLC
1,000$45.9K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
852$39.1K0.0%CoreLowCleveland, OH2026-10-20
Transce3nd, LLC
827$39.0K0.0%GrowthLowBuda, TX2026-10-26
Ares Financial Consulting, LLC
700$32.2K0.0%CoreLowCalabasas, CA2026-10-19
SBI Securities Co., Ltd.
665$30.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
SJS Investment Consulting Inc.
543$24.9K0.0%ETFVery LowSylvania, OH2026-10-26
Burkett Financial Services, LLC
495$22.8K0.0%ETFLowRock Hill, SC2026-10-01
Pinnacle Wealth Planning Services, Inc.
473$21.7K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
464$220.0%ValueHighLondon, United Kingdom2026-10-30
Manchester Capital Management LLC
449$20.6K0.0%CoreLowManchester, VT2026-10-22
Versant Capital Management, Inc
439$20.2K0.0%GARPLowPhoenix, AZ2026-10-02
True Wealth Design, LLC
385$17.7K0.0%ETFMediumAkron, OH2026-10-13
MV Capital Management, Inc.
346$15.9K0.0%ETFLowBethesda, MD2026-10-29
Mather Group, Llc.
261$12.0K0.0%ETFMediumChicago, IL2026-10-14
Hilton Head Capital Partners, LLC
257$11.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
First United Bank & Trust
252$11.6K0.0%CoreLowOakland, MD2026-10-22
Parallel Advisors, LLC
250$11.5K0.0%IndexLowSan Francisco, CA2026-11-03
GK Wealth Management LLC
242$11.1K0.0%GARPVery HighReno, NV2026-10-09
Private Wealth Management Group, LLC
200$9.2K0.0%ETFLowPrinceton, NJ2026-10-19
Fortitude Family Office, LLC
186$8.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Farmers & Merchants Trust Co of Chambersburg PA
186$90.0%GARPLowChambersburg, PA2026-10-14
Harbor Investment Advisory, LLC
160$7.4K0.0%GrowthLowLutherville, MD2026-10-13
Parkside Financial Bank & Trust
157$7.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Provenance Wealth Advisors, LLC
146$6.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
James T. Borello RIA
135$6.2K0.0%ETFVery LowEast Dundee, IL2026-10-16
Tributary Capital Management, LLC
134$6.2K0.0%ValueMediumOmaha, NE2026-10-28
Morton Brown Family Wealth, LLC
124$5.7K0.0%ETFVery LowAllentown, PA2026-10-23
Farmers & Merchants Investments Inc
122$5.6K0.0%CoreVery LowLincoln, NE2026-10-22
Atlantic Edge Private Wealth Management, LLC
105$4.8K0.0%CoreLowJacksonville, FL2026-10-20
Pension & Wealth Management Advisors, Inc.
103$4.7K0.0%ETFLowWaltham, MA2026-10-16
Triumph Capital Management
102$4.7K0.0%ETFMediumDenver, CO2026-10-14
JFS Wealth Advisors, LLC
101$4.7K0.0%ETFVery LowHermitage, PA2026-11-03
Essential Partners LLC
100$4.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Elyxium Wealth, LLC
91$4.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bell Investment Advisors, Inc
81$3.7K0.0%ETFVery LowOrinda, CA2026-10-29
Creative Capital Management Investments LLC
70$3.2K0.0%ETFLowSan Diego, CA2026-10-28
Latitude Advisors, LLC
67$3.1K0.0%ETFLowYorkville, IL2026-10-27
Holos Integrated Wealth LLC
58$2.7K0.0%ETFLowKennett Square, PA2026-10-23
Virginia Estate & Retirement Planning Advisors Inc.
56$2.6K0.0%ETFLowGlen Allen, VA2026-10-14
Miller Global Investments, LLC
51$2.3K0.0%ValueMediumDallas, TX2026-10-02
Proathlete Wealth Management LLC
50$2.3K0.0%ETFVery LowBoca Raton, FL2026-10-15
Signature Equity Partners, LLC
34$1.6K0.0%GrowthMediumColumbus, OH2026-10-29
Valley National Advisers Inc
29$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Physician Wealth Advisors, Inc.
28$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Bay Harbor Wealth Management, LLC
26$1.2K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
25$1.1K0.0%ETFLowBeaver, PA2026-10-16
Caitong International Asset Management Co., Ltd
17$7810.0%GrowthVery HighHong Kong, South Korea2026-10-29
Birchwood Financial Partners, Inc.
14$6430.0%ETFVery LowBloomington, MN2026-11-02
Planning Strategies Inc.
11$5050.0%ETFN/ALancaster, PA2026-10-02
DecisionPoint Financial, LLC
7$3250.0%ETFVery LowMesa, AZ2026-10-27
CoreCap Advisors, LLC
6$2760.0%ETFMediumSouthfield, MI2026-10-08
Nfsg Corp
2$920.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
2$920.0%ETFVery LowChester, MD2026-10-15
Silver Grove Financial Group, Inc.
2$920.0%CoreMediumOrchard Park, NY2026-11-05
Gilpin Wealth Management, LLC
1$460.0%GrowthLowDenver, CO2026-10-09
RHL Group, LLC
1$460.0%ETFVery HighHolly, MI2026-11-04