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US Foods Holding Corp (USFD)

CUSIP: 912008109 | NYSE | Consumer Defensive · Food Distribution | Large Cap | 1651 institutional holders

Quarters

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

Dimensional Fund Advisors LP3,471,500
0.1% of portfolio›$320.1M
Bank of New York Mellon Corp1,217,351
0.0% of portfolio›$112.3M
Sumitomo Mitsui Trust Group, Inc.1,145,185
0.1% of portfolio›$105.6M
Parnassus Investments, LLC902,900
0.2% of portfolio›$83.3M
Principal Financial Group Inc496,892
0.0% of portfolio›$45.8M
Retirement Systems of Alabama417,823
0.1% of portfolio›$38.5M
Cookson Peirce & Co Inc412,587
1.4% of portfolio›$38.0M
Argent Capital Management LLC285,974
0.8% of portfolio›$26.4M
Pictet Asset Management Holding SA272,830
0.0% of portfolio›$25.2M
B. Metzler seel. Sohn & Co. AG262,892
0.2% of portfolio›$24.2M
OP Asset Management Ltd256,490
0.2% of portfolio›$23.7M
Artemis Investment Management LLP252,222
0.2% of portfolio›$23.3M
Strs Ohio202,551
0.1% of portfolio›$18.7M
Community Trust & Investment Co195,673
0.9% of portfolio›$18.0M
Illinois Municipal Retirement Fund148,707
0.2% of portfolio›$13.7M
Thrivent Financial for Lutherans137,263
0.0% of portfolio›$12.7K
New York State Teachers Retirement System123,422
0.0% of portfolio›$11.4K
Amalgamated Bank97,435
0.0% of portfolio›$9.0K
Contravisory Investment Management, Inc.93,837
1.6% of portfolio›$8.7M
Premier Fund Managers Ltd91,553
0.0% of portfolio›$8.6K
KBC Group NV91,496
0.0% of portfolio›$8.4K
Howland Capital Management LLC78,969
0.3% of portfolio›$7.3M
Mutual of America Capital Management LLC78,868
0.1% of portfolio›$7.3M
Citigroup Inc76,257
0.0% of portfolio›$7.0M
State of New Jersey Common Pension Fund D70,556
0.0% of portfolio›$6.5M
Fifth Third Bancorp68,359
0.0% of portfolio›$6.3M
Fifth Third Wealth Advisors LLC67,961
0.2% of portfolio›$6.3M
Louisiana State Employees Retirement System64,300
0.1% of portfolio›$5.9M
Arizona State Retirement System62,020
0.0% of portfolio›$5.7M
Yousif Capital Management, LLC60,005
0.1% of portfolio›$5.5M
Oliver Luxxe Assets LLC57,114
0.8% of portfolio›$5.3M
Ethic Inc.57,047
0.1% of portfolio›$5.3M
Verdence Capital Advisors LLC56,812
0.2% of portfolio›$5.2M
State of Alaska, Department of Revenue56,283
0.0% of portfolio›$5.2K
DekaBank Deutsche Girozentrale55,666
0.0% of portfolio›$5.2K
Y-Intercept (Hong Kong) Ltd55,151
0.1% of portfolio›$5.1M
Creative Planning52,914
0.0% of portfolio›$4.9M
Robbins Farley52,114
1.8% of portfolio›$4.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS51,637
0.0% of portfolio›$4.8M
State of Michigan Retirement System50,800
0.0% of portfolio›$4.7M
Kestra Advisory Services, LLC49,501
0.0% of portfolio›$4.6M
Corbyn Investment Management Inc47,984
1.3% of portfolio›$4.4M
Wealth Enhancement Advisory Services, LLC47,288
0.0% of portfolio›$4.3M
Nisa Investment Advisors, LLC46,177
0.0% of portfolio›$4.3M
First American Bank45,042
0.2% of portfolio›$4.2M
Oregon Public Employees Retirement Fund44,812
0.0% of portfolio›$4.1M
TD Waterhouse Canada Inc.42,547
0.0% of portfolio›$4.0M
Genus Capital Management Inc.42,363
0.4% of portfolio›$3.9M
Eulav Asset Management42,278
0.1% of portfolio›$3.9M
Truist Financial Corp37,699
0.0% of portfolio›$3.5M
Donoghue Forlines LLC36,373
0.8% of portfolio›$3.4M
Catalyst Capital Advisors LLC32,800
0.0% of portfolio›$3.0M
New York Life Investment Management LLC32,271
0.0% of portfolio›$3.0M
Westover Capital Advisors, LLC31,739
0.5% of portfolio›$2.9M
Atria Investments, Inc31,406
0.0% of portfolio›$2.9M
Xponance LLC30,313
0.0% of portfolio›$2.8M
US Bancorp \de\29,291
0.0% of portfolio›$2.7M
Gateway Investment Advisers LLC28,619
0.0% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.22,740
0.0% of portfolio›$2.1K
Elevation Point Wealth Partners, LLC21,995
0.0% of portfolio›$2.0M
Virginia Retirement Systems ET Al21,709
0.0% of portfolio›$2.0M
MacKenzie Financial Corp20,911
0.0% of portfolio›$1.9M
CenterBook Partners LP20,813
0.1% of portfolio›$1.9M
Quadrant Capital Group LLC19,751
0.1% of portfolio›$1.9M
Sterling Capital Management LLC19,709
0.0% of portfolio›$1.8M
Eagle Rock Investment Company, LLC19,645
0.2% of portfolio›$1.8M
Swiss Life Asset Management Ltd18,644
0.0% of portfolio›$1.7M
Provenance Wealth Advisors, LLC17,012
0.1% of portfolio›$1.6M
Nilsine Partners, LLC16,134
0.1% of portfolio›$1.5M
MGO One Seven LLC16,029
0.0% of portfolio›$1.5M
Gradient Investments LLC15,907
0.0% of portfolio›$1.5M
Exchange Traded Concepts, LLC15,488
0.0% of portfolio›$1.4M
Crossmark Global Holdings, Inc.15,476
0.0% of portfolio›$1.4M
Triangle Securities Wealth Management15,392
0.3% of portfolio›$1.4M
Vise Technologies, Inc.14,465
0.0% of portfolio›$1.3M
Sowell Financial Services LLC14,322
0.0% of portfolio›$1.3M
Concurrent Investment Advisors, LLC13,675
0.0% of portfolio›$1.3M
Fulton Bank, N.A.13,091
0.0% of portfolio›$1.2M
HB Wealth Management, LLC12,832
0.0% of portfolio›$1.2M
United Asset Strategies, Inc.12,092
0.1% of portfolio›$1.1M
Commonwealth Equity Services, LLC11,811
0.0% of portfolio›$1.1M
Argos Wealth Advisors, LLC10,811
0.3% of portfolio›$996.9K
Evergreen Capital Management LLC10,499
0.0% of portfolio›$968.1K
TD Private Client Wealth LLC9,863
0.0% of portfolio›$909.5K
Prospera Financial Services Inc9,603
0.0% of portfolio›$994.9K
Tema Etfs LLC9,496
0.0% of portfolio›$875.6K
Compound Planning, Inc.8,883
0.0% of portfolio›$819.1K
ARQ Wealth Advisors, LLC8,490
0.1% of portfolio›$782.9K
Tectonic Advisors LLC8,436
0.0% of portfolio›$777.9K
Suncoast Equity Management8,410
0.1% of portfolio›$775.5K
Highland Capital Management, LLC8,408
0.0% of portfolio›$775.3K
ProShare Advisors LLC8,221
0.0% of portfolio›$758.1K
Gamma Investing LLC7,711
0.0% of portfolio›$711.0K
HMS Capital Management, LLC7,680
0.3% of portfolio›$708.2K
Revolve Wealth Partners, LLC7,619
0.1% of portfolio›$702.5K
J.W. Cole Advisors, Inc.7,613
0.0% of portfolio›$702.0K
Krilogy Financial LLC7,221
0.0% of portfolio›$705.5K
Brighton Jones LLC6,911
0.0% of portfolio›$637.3K
CIBC Asset Management Inc6,820
0.0% of portfolio›$628.9K
Praxis Investment Management Inc6,758
0.0% of portfolio›$623
North Dakota State Investment Board6,715
0.0% of portfolio›$619.2K
AlphaCore Capital LLC6,537
0.0% of portfolio›$602.8K
Chicago Partners Investment Group LLC6,257
0.0% of portfolio›$631.4K
Fulcrum Asset Management LLP6,028
0.0% of portfolio›$564.8K
Oppenheimer Asset Management Inc.5,438
0.0% of portfolio›$501.4K
Avior Wealth Management, LLC5,409
0.0% of portfolio›$498.8K
Farther Finance Advisors, LLC5,340
0.0% of portfolio›$492.4K
Inscription Capital, LLC5,175
0.1% of portfolio›$477.2K
Davenport & Co LLC5,145
0.0% of portfolio›$474.4K
Alps Advisors Inc5,138
0.0% of portfolio›$473.8K
Aaron Wealth Advisors LLC5,125
0.0% of portfolio›$472.6K
Versant Capital Management, Inc5,059
0.0% of portfolio›$466.5K
Nemes Rush Group LLC4,988
0.0% of portfolio›$459.9K
Camden National Bank4,888
0.1% of portfolio›$450.7K
Choreo, LLC4,843
0.0% of portfolio›$446.6K
Globalt Investments LLC / GA4,813
0.0% of portfolio›$443.8K
Kathmere Capital Management, LLC4,761
0.0% of portfolio›$439.0K
Sagespring Wealth Partners, LLC4,720
0.0% of portfolio›$435.3K
Vontobel Holding Ltd.4,703
0.0% of portfolio›$433.7K
Certuity, LLC4,541
0.0% of portfolio›$418.8K
Teza Capital Management LLC4,223
0.3% of portfolio›$389.4K
Park Avenue Securities LLC4,172
0.0% of portfolio›$385
Marks Group Wealth Management, Inc4,159
0.0% of portfolio›$383.5K
Wedmont Private Capital4,096
0.0% of portfolio›$397.8K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,030
0.0% of portfolio›$371.6K
Profund Advisors LLC3,979
0.0% of portfolio›$366.9K
First Bank & Trust3,959
0.1% of portfolio›$365.1K
Crestwood Advisors Group, LLC3,918
0.0% of portfolio›$361.3K
HUB Investment Partners, LLC3,846
0.0% of portfolio›$354.6K
Eagle Harbor Asset Management Inc3,816
0.3% of portfolio›$351.9K
Kaufman Rossin Wealth, LLC3,787
0.1% of portfolio›$349.2K
Congress Asset Management Co3,659
0.0% of portfolio›$337.4K
Old National Bancorp3,631
0.0% of portfolio›$334.8K
Sage Rhino Capital LLC3,561
0.1% of portfolio›$328.4K
Abacus Wealth Partners, LLC3,538
0.0% of portfolio›$326.2K
Angeles Wealth Management, LLC3,525
0.0% of portfolio›$325.0K
IFP Advisors, Inc3,438
0.0% of portfolio›$317.0K
Greenleaf Trust3,358
0.0% of portfolio›$309.6K
Assenagon Asset Management S.A.3,282
0.0% of portfolio›$302.6K
Cordatus Wealth Management LLC3,233
0.1% of portfolio›$298.1K
Parallel Advisors, LLC3,141
0.0% of portfolio›$289.6K
Citizens Financial Group Inc3,091
0.0% of portfolio›$285.0K
LVW Advisors, LLC2,986
0.0% of portfolio›$275.3K
Signaturefd, LLC2,976
0.0% of portfolio›$274.4K
EverSource Wealth Advisors, LLC2,967
0.0% of portfolio›$273.6K
Cidel Asset Management Inc2,947
0.0% of portfolio›$271.7K
Ascent Group, LLC2,801
0.0% of portfolio›$258.3K
Rose Capital Advisors LLC2,705
0.1% of portfolio›$249.4K
Keybank National Association2,677
0.0% of portfolio›$246.8K
State of Wyoming2,666
0.0% of portfolio›$245.8K
Norden Group LLC2,635
0.0% of portfolio›$243.0K
NorthCrest Asset Manangement, LLC2,591
0.0% of portfolio›$251.7K
Allspring Global Investments Holdings, LLC2,539
0.0% of portfolio›$238.5K
Birch Financial Group, LLC2,490
0.1% of portfolio›$229.6K
Davis Investment Partners, LLC2,468
0.1% of portfolio›$227.6K
Assetmark, Inc2,362
0.0% of portfolio›$217.8K
Kestra Private Wealth Services, LLC2,247
0.0% of portfolio›$207.2K
Mather Group, Llc.2,236
0.0% of portfolio›$206.2K
Curated Wealth Partners LLC2,233
0.0% of portfolio›$205.9K
Lido Advisors, LLC2,203
0.0% of portfolio›$203.1K
Quantum Financial Advisors, LLC2,191
0.0% of portfolio›$202.0K
Lanark Financial, Inc.2,000
0.0% of portfolio›$184.4K
Archer Investment Corp1,835
0.0% of portfolio›$169.2K
Pinnacle Wealth Planning Services, Inc.1,739
0.0% of portfolio›$160.4K
Larson Financial Group LLC1,706
0.0% of portfolio›$157.3K
Heritage Family Offices, LLP1,645
0.1% of portfolio›$151.7K
Compass Financial Management LLC1,464
0.0% of portfolio›$135.0K
Steph & Co1,377
0.0% of portfolio›$127.0K
MassMutual Private Wealth & Trust, FSB1,352
0.0% of portfolio›$124.7K
True Wealth Design, LLC1,206
0.0% of portfolio›$111.2K
Rosenberg Matthew Hamilton1,149
0.0% of portfolio›$105.9K
V-Square Quantitative Management LLC1,061
0.0% of portfolio›$97.8K
Carolina Wealth Advisors, LLC1,000
0.0% of portfolio›$92.2K
Root Financial Partners, LLC983
0.0% of portfolio›$90.6K
CoreCap Advisors, LLC848
0.0% of portfolio›$78.2K
Summit Securities Group LLC824
0.0% of portfolio›$76.0K
Essential Partners LLC823
0.0% of portfolio›$75.9K
Elyxium Wealth, LLC810
0.0% of portfolio›$74.7K
Deseret Mutual Benefit Administrators784
0.0% of portfolio›$72.3K
Fortitude Family Office, LLC762
0.0% of portfolio›$70.3K
Parkside Financial Bank & Trust609
0.0% of portfolio›$56.2K
First Horizon Corp591
0.0% of portfolio›$54.5K
SJS Investment Consulting Inc.582
0.0% of portfolio›$53.7K
Wolverine Asset Management LLC540
0.0% of portfolio›$49.8K
CX Institutional464
0.0% of portfolio›$43
Mitsubishi UFJ Asset Management Co., Ltd.383
0.0% of portfolio›$35.3K
Blue Trust, Inc.377
0.0% of portfolio›$34.8K
Burkett Financial Services, LLC326
0.0% of portfolio›$30.1K
Pinnacle Bancorp, Inc.310
0.0% of portfolio›$28.6K
Elevation Wealth Partners, LLC292
0.0% of portfolio›$26.9K
SBI Securities Co., Ltd.292
0.0% of portfolio›$26.9K
JFS Wealth Advisors, LLC265
0.0% of portfolio›$24.4K
BI Asset Management Fondsmaeglerselskab A/S258
0.0% of portfolio›$24
Armstrong Advisory Group, Inc250
0.0% of portfolio›$23.1K
Harbor Investment Advisory, LLC250
0.0% of portfolio›$23.1K
Rossby Financial, LCC217
0.0% of portfolio›$20.0K
Bare Financial Services, Inc212
0.0% of portfolio›$19.5K
Bell Investment Advisors, Inc212
0.0% of portfolio›$19.5K
Financial Consulate, Inc209
0.0% of portfolio›$19.3K
Richardson Capital Management LLC200
0.0% of portfolio›$18.4K
Farmers & Merchants Investments Inc188
0.0% of portfolio›$17.3K
Retirement Wealth Solutions LLC181
0.0% of portfolio›$16.7K
Jnba Financial Advisors173
0.0% of portfolio›$16.0K
Cherry Tree Wealth Management, LLC161
0.0% of portfolio›$14.8K
Silver Grove Financial Group, Inc.157
0.0% of portfolio›$14.5K
Owl Creek Wealth Partners LLC150
0.0% of portfolio›$13.8K
Covestor Ltd139
0.0% of portfolio›$13
Private Trust Co NA138
0.0% of portfolio›$12.7K
Asset Dedication, LLC123
0.0% of portfolio›$11.3K
WPG Advisers, LLC112
0.0% of portfolio›$10.3K
High Note Wealth, LLC110
0.0% of portfolio›$10.1K
Arlington Trust Co LLC101
0.0% of portfolio›$9.3K
Cedar Mountain Advisors, LLC99
0.0% of portfolio›$9.1K
Marquette Asset Management, LLC82
0.0% of portfolio›$7.6K
Eastern Bank79
0.0% of portfolio›$7.3K
United Financial Planning Group LLC74
0.0% of portfolio›$6.8K
Wilkerson Advisory Group LLC67
0.0% of portfolio›$6.2K
Cromwell Holdings LLC66
0.0% of portfolio›$6.1K
Creative Capital Management Investments LLC64
0.0% of portfolio›$5.9K
Capital Advisors, Ltd. LLC64
0.0% of portfolio›$6
Physician Wealth Advisors, Inc.62
0.0% of portfolio›$5.7K
Cullen T Bankers, Inc.62
0.0% of portfolio›$5.7K
DeDora Capital, Inc.60
0.0% of portfolio›$5.5K
Elevated Capital Advisors, LLC58
0.0% of portfolio›$5.3K
Bay Harbor Wealth Management, LLC53
0.0% of portfolio›$4.9K
DiNuzzo Private Wealth, Inc.48
0.0% of portfolio›$4.4K
James T. Borello RIA44
0.0% of portfolio›$4.1K
Salomon & Ludwin, LLC42
0.0% of portfolio›$3.9K
Creative Financial Designs Inc40
0.0% of portfolio›$3.7K
North Star Investment Management Corp.40
0.0% of portfolio›$3.7K
Triumph Capital Management38
0.0% of portfolio›$3.5K
Avion Wealth36
0.0% of portfolio›$3
Torren Management, LLC36
0.0% of portfolio›$3.3K
Trifecta Capital Advisors, LLC35
0.0% of portfolio›$3.2K
Signature Equity Partners, LLC33
0.0% of portfolio›$3.0K
Private Wealth Management Group, LLC32
0.0% of portfolio›$3.0K
Hughes Financial Services, LLC32
0.0% of portfolio›$3.3K
Valley National Advisers Inc29
0.0% of portfolio›$2.7K
William B. Walkup & Associates, Inc.28
0.0% of portfolio›$2.6K
Nfsg Corp26
0.0% of portfolio›$2.4K
Wilmington Savings Fund Society, FSB25
0.0% of portfolio›$2.3K
Fairman Group, LLC24
0.0% of portfolio›$2.2K
Burk Holdings LLC24
0.0% of portfolio›$2.2K
Abound Wealth Management22
0.0% of portfolio›$2.1K
Brown, Lisle Ings, Inc.18
0.0% of portfolio›$1.7K
American Capital Advisory, LLC18
0.0% of portfolio›$1.7K
Montag A & Associates Inc15
0.0% of portfolio›$1.4K
Mosley Wealth Management14
0.0% of portfolio›$1.4K
Center for Financial Planning, Inc.14
0.0% of portfolio›$1.3K
Smallwood Wealth Investment Management, LLC14
0.0% of portfolio›$1.3K
Decker Retirement Planning Inc.13
0.0% of portfolio›$1.2K
Quaker Wealth Management, LLC13
0.0% of portfolio›$1.2K
Davis Capital Management10
0.0% of portfolio›$922
Wolff Wiese Magana LLC10
0.0% of portfolio›$923
DecisionPoint Financial, LLC9
0.0% of portfolio›$846
MV Capital Management, Inc.9
0.0% of portfolio›$830
Planning Strategies Inc.7
0.0% of portfolio›$645
Highline Wealth Partners LLC6
0.0% of portfolio›$553
Birchwood Financial Partners, Inc.5
0.0% of portfolio›$461
GHP Investment Advisors, Inc.5
0.0% of portfolio›$462
Align Financial, LLC4
0.0% of portfolio›$369
North Point Portfolio Managers Corp4
0.0% of portfolio›$369
Financial Management Professionals, Inc.2
0.0% of portfolio›$184
Maryland Capital Advisors Inc.2
0.0% of portfolio›$185
Manchester Capital Management LLC2
0.0% of portfolio›$185
West Branch Capital LLC2
0.0% of portfolio›$185
Rakuten Securities, Inc.2
0.0% of portfolio›$184
Monetary Solutions, Ltd1
0.0% of portfolio›$92
Godsey & Gibb, Inc1
0.0% of portfolio›$93
TFC Financial Management, Inc.1
0.0% of portfolio›$93
Compagnie Lombard Odier SCmA0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,471,500$320.1M0.1%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,217,351$112.3M0.0%CoreLowNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
1,145,185$105.6M0.1%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Parnassus Investments, LLC
902,900$83.3M0.2%GrowthMediumSan Francisco, CA2026-10-22
Principal Financial Group Inc
496,892$45.8M0.0%CoreLowDes Moines, IA2026-11-02
Retirement Systems of Alabama
417,823$38.5M0.1%IndexLowMontgomery, AL2026-11-04
Cookson Peirce & Co Inc
412,587$38.0M1.4%GrowthHighPittsburgh, PA2026-10-30
Argent Capital Management LLC
285,974$26.4M0.8%CoreMediumSt Louis, MO2026-10-05
Pictet Asset Management Holding SA
272,830$25.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
B. Metzler seel. Sohn & Co. AG
262,892$24.2M0.2%GrowthMediumFrankfurt, Hong Kong2026-10-30
OP Asset Management Ltd
256,490$23.7M0.2%GrowthMediumHelsinki, Hungary2026-11-05
Artemis Investment Management LLP
252,222$23.3M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
Strs Ohio
202,551$18.7M0.1%CoreMediumColumbus, OH2026-10-30
Community Trust & Investment Co
195,673$18.0M0.9%CoreLowLexington, KY2026-10-15
Illinois Municipal Retirement Fund
148,707$13.7M0.2%CoreMediumOak Brook, IL2026-11-05
Thrivent Financial for Lutherans
137,263$12.7K0.0%GARPMediumMinneapolis, MN2026-11-05
New York State Teachers Retirement System
123,422$11.4K0.0%CoreVery LowAlbany, NY2026-10-22
Amalgamated Bank
97,435$9.0K0.0%CoreVery LowNew York, NY2026-10-23
Contravisory Investment Management, Inc.
93,837$8.7M1.6%MomentumHighNorwell, MA2026-10-13
Premier Fund Managers Ltd
91,553$8.6K0.0%MomentumMediumLondon, United Kingdom2026-11-02
KBC Group NV
91,496$8.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Howland Capital Management LLC
78,969$7.3M0.3%CoreLowBoston, MA2026-10-22
Mutual of America Capital Management LLC
78,868$7.3M0.1%IndexLowNew York, NY2026-10-23
Citigroup Inc
76,257$7.0M0.0%CoreMediumNew York, NY2026-11-04
State of New Jersey Common Pension Fund D
70,556$6.5M0.0%CoreLowTrenton, NJ2026-11-05
Fifth Third Bancorp
68,359$6.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Fifth Third Wealth Advisors LLC
67,961$6.3M0.2%IndexVery LowCincinnati, OH2026-10-22
Louisiana State Employees Retirement System
64,300$5.9M0.1%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
62,020$5.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
60,005$5.5M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Oliver Luxxe Assets LLC
57,114$5.3M0.8%ValueMediumGladstone, NJ2026-10-14
Ethic Inc.
57,047$5.3M0.1%CoreLowNew York, NY2026-11-03
Verdence Capital Advisors LLC
56,812$5.2M0.2%CoreMediumHunt Valley, MD2026-10-26
State of Alaska, Department of Revenue
56,283$5.2K0.0%CoreVery LowJuneau, AK2026-10-15
DekaBank Deutsche Girozentrale
55,666$5.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Y-Intercept (Hong Kong) Ltd
55,151$5.1M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Creative Planning
52,914$4.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Robbins Farley
52,114$4.8M1.8%CoreMediumBedford, NH2026-10-21
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
51,637$4.8M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
50,800$4.7M0.0%IndexLowEast Lansing, MI2026-10-27
Kestra Advisory Services, LLC
49,501$4.6M0.0%CoreLowAustin, TX2026-11-02
Corbyn Investment Management Inc
47,984$4.4M1.3%ValueLowLutherville, MD2026-10-30
Wealth Enhancement Advisory Services, LLC
47,288$4.3M0.0%CoreLowPlymouth, MN2026-10-13
Nisa Investment Advisors, LLC
46,177$4.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
First American Bank
45,042$4.2M0.2%GrowthVery LowDundee, IL2026-10-27
Oregon Public Employees Retirement Fund
44,812$4.1M0.0%IndexVery LowTigard, OR2026-10-30
TD Waterhouse Canada Inc.
42,547$4.0M0.0%CoreLowToronto, Australia2026-10-16
Genus Capital Management Inc.
42,363$3.9M0.4%GARPHighVancouver, UAE2026-11-04
Eulav Asset Management
42,278$3.9M0.1%GrowthMediumSarasota, FL2026-10-23
Truist Financial Corp
37,699$3.5M0.0%CoreLowCharlotte, NC2026-10-30
Donoghue Forlines LLC
36,373$3.4M0.8%CoreVery HighBoston, MA2026-11-02
Catalyst Capital Advisors LLC
32,800$3.0M0.0%ETFVery LowSan Juan, PR2026-11-02
New York Life Investment Management LLC
32,271$3.0M0.0%GrowthLowNew York, NY2026-11-04
Westover Capital Advisors, LLC
31,739$2.9M0.5%MomentumLowWilmington, DE2026-10-26
Atria Investments, Inc
31,406$2.9M0.0%CoreMediumCharlotte, NC2026-10-15
Xponance LLC
30,313$2.8M0.0%IndexVery LowPhiladelphia, PA2026-11-03
US Bancorp \de\
29,291$2.7M0.0%IndexLowMinneapolis, MN2026-11-05
Gateway Investment Advisers LLC
28,619$2.6M0.0%GrowthLowCincinnati, OH2026-10-13
Cambridge Investment Research Advisors, Inc.
22,740$2.1K0.0%ETFLowFairfield, IA2026-11-02
Elevation Point Wealth Partners, LLC
21,995$2.0M0.0%CoreHighDenver, CO2026-11-05
Virginia Retirement Systems ET Al
21,709$2.0M0.0%CoreMediumRichmond, VA2026-10-28
MacKenzie Financial Corp
20,911$1.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
CenterBook Partners LP
20,813$1.9M0.1%ValueVery HighGreenwich, CT2026-11-02
Quadrant Capital Group LLC
19,751$1.9M0.1%CoreLowCincinnati, OH2026-10-20
Sterling Capital Management LLC
19,709$1.8M0.0%GARPMediumCharlotte, NC2026-10-22
Eagle Rock Investment Company, LLC
19,645$1.8M0.2%CoreLowAtlanta, GA2026-10-21
Swiss Life Asset Management Ltd
18,644$1.7M0.0%CoreLowZurich, Switzerland2026-11-03
Provenance Wealth Advisors, LLC
17,012$1.6M0.1%ETFLowFort Lauderdale, FL2026-10-30
Nilsine Partners, LLC
16,134$1.5M0.1%CoreMediumGreenwood Village, CO2026-11-02
MGO One Seven LLC
16,029$1.5M0.0%GrowthLowBeachwood, OH2026-10-28
Gradient Investments LLC
15,907$1.5M0.0%CoreMediumArden Hills, MN2026-10-08
Exchange Traded Concepts, LLC
15,488$1.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Crossmark Global Holdings, Inc.
15,476$1.4M0.0%GARPMediumHouston, TX2026-10-21
Triangle Securities Wealth Management
15,392$1.4M0.3%CoreLowRaleigh, NC2026-10-14
Vise Technologies, Inc.
14,465$1.3M0.0%IndexLowNew York, NY2026-10-29
Sowell Financial Services LLC
14,322$1.3M0.0%CoreLowNorth Little Rock, AR2026-10-23
Concurrent Investment Advisors, LLC
13,675$1.3M0.0%GrowthMediumTampa, FL2026-10-16
Fulton Bank, N.A.
13,091$1.2M0.0%CoreLowLancaster, PA2026-10-14
HB Wealth Management, LLC
12,832$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
United Asset Strategies, Inc.
12,092$1.1M0.1%GrowthLowGarden City, NY2026-10-28
Commonwealth Equity Services, LLC
11,811$1.1M0.0%ETFLowWaltham, MA2026-11-02
Argos Wealth Advisors, LLC
10,811$996.9K0.3%GrowthLowSacramento, CA2026-11-02
Evergreen Capital Management LLC
10,499$968.1K0.0%GARPMediumBellevue, WA2026-10-23
TD Private Client Wealth LLC
9,863$909.5K0.0%ETFLowNew York, NY2026-10-28
Prospera Financial Services Inc
9,603$994.9K0.0%CoreMediumDallas, TX2026-11-04
Tema Etfs LLC
9,496$875.6K0.0%GrowthMediumNew York, NY2026-10-16
Compound Planning, Inc.
8,883$819.1K0.0%CoreLowNew York, NY2026-11-05
ARQ Wealth Advisors, LLC
8,490$782.9K0.1%ETFLowScottsdale, AZ2026-10-29
Tectonic Advisors LLC
8,436$777.9K0.0%YieldLowFrisco, TX2026-10-22
Suncoast Equity Management
8,410$775.5K0.1%GrowthMediumTampa, FL2026-11-03
Highland Capital Management, LLC
8,408$775.3K0.0%GrowthMediumMemphis, TN2026-10-26
ProShare Advisors LLC
8,221$758.1K0.0%GrowthLowBethesda, MD2026-10-29
Gamma Investing LLC
7,711$711.0K0.0%IndexVery LowFoster City, CA2026-10-08
HMS Capital Management, LLC
7,680$708.2K0.3%GrowthMediumNashville, TN2026-10-20
Revolve Wealth Partners, LLC
7,619$702.5K0.1%ETFVery LowHackensack, NJ2026-10-23
J.W. Cole Advisors, Inc.
7,613$702.0K0.0%IndexLowTampa, FL2026-11-05
Krilogy Financial LLC
7,221$705.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Brighton Jones LLC
6,911$637.3K0.0%CoreVery LowSeattle, WA2026-11-03
CIBC Asset Management Inc
6,820$628.9K0.0%GARPLowToronto, South Africa2026-11-05
Praxis Investment Management Inc
6,758$6230.0%CoreLowGoshen, IN2026-11-03
North Dakota State Investment Board
6,715$619.2K0.0%GrowthMediumBismarck, ND2026-10-27
AlphaCore Capital LLC
6,537$602.8K0.0%ETFLowLa Jolla, CA2026-11-04
Chicago Partners Investment Group LLC
6,257$631.4K0.0%GARPLowChicago, IL2026-10-27
Fulcrum Asset Management LLP
6,028$564.8K0.0%CoreMediumLondon, United Kingdom2026-11-04
Oppenheimer Asset Management Inc.
5,438$501.4K0.0%CoreMediumNew York, NY2026-10-27
Avior Wealth Management, LLC
5,409$498.8K0.0%ETFMediumOmaha, NE2026-10-13
Farther Finance Advisors, LLC
5,340$492.4K0.0%IndexLowSan Francisco, CA2026-10-08
Inscription Capital, LLC
5,175$477.2K0.1%GARPMediumHouston, TX2026-11-02
Davenport & Co LLC
5,145$474.4K0.0%CoreMediumRichmond, VA2026-10-14
Alps Advisors Inc
5,138$473.8K0.0%YieldLowDenver, CO2026-11-03
Aaron Wealth Advisors LLC
5,125$472.6K0.0%GrowthMediumChicago, IL2026-10-13
Versant Capital Management, Inc
5,059$466.5K0.0%GARPLowPhoenix, AZ2026-10-02
Nemes Rush Group LLC
4,988$459.9K0.0%CoreVery LowNovi, MI2026-11-04
Camden National Bank
4,888$450.7K0.1%CoreVery LowCamden, ME2026-11-02
Choreo, LLC
4,843$446.6K0.0%IndexLowRockford, IL2026-10-28
Globalt Investments LLC / GA
4,813$443.8K0.0%ETFLowAtlanta, GA2026-10-27
Kathmere Capital Management, LLC
4,761$439.0K0.0%ETFLowWayne, PA2026-10-20
Sagespring Wealth Partners, LLC
4,720$435.3K0.0%ETFLowFranklin, TN2026-10-22
Vontobel Holding Ltd.
4,703$433.7K0.0%CoreMediumZurich, Switzerland2026-10-16
Certuity, LLC
4,541$418.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Teza Capital Management LLC
4,223$389.4K0.3%ValueHighAustin, TX2026-10-23
Park Avenue Securities LLC
4,172$3850.0%ETFMediumNew York, NY2026-10-26
Marks Group Wealth Management, Inc
4,159$383.5K0.0%CoreMediumMinnetonka, MN2026-11-05
Wedmont Private Capital
4,096$397.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
4,030$371.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Profund Advisors LLC
3,979$366.9K0.0%GrowthLowBethesda, MD2026-10-29
First Bank & Trust
3,959$365.1K0.1%CoreLowBrookings, SD2026-10-19
Crestwood Advisors Group, LLC
3,918$361.3K0.0%GrowthLowBoston, MA2026-10-27
HUB Investment Partners, LLC
3,846$354.6K0.0%GrowthLowAustin, TX2026-11-03
Eagle Harbor Asset Management Inc
3,816$351.9K0.3%GARPLowSeattle, WA2026-10-21
Kaufman Rossin Wealth, LLC
3,787$349.2K0.1%ETFLowMiami, FL2026-10-19
Congress Asset Management Co
3,659$337.4K0.0%GrowthMediumBoston, MA2026-10-06
Old National Bancorp
3,631$334.8K0.0%CoreLowEvansville, IN2026-10-20
Sage Rhino Capital LLC
3,561$328.4K0.1%ETFLowMenlo Park, CA2026-10-28
Abacus Wealth Partners, LLC
3,538$326.2K0.0%ETFLowSanta Monica, CA2026-11-03
Angeles Wealth Management, LLC
3,525$325.0K0.0%ETFLowSanta Monica, CA2026-10-26
IFP Advisors, Inc
3,438$317.0K0.0%GrowthLowTampa, FL2026-10-16
Greenleaf Trust
3,358$309.6K0.0%CoreLowKalamazoo, MI2026-10-29
Assenagon Asset Management S.A.
3,282$302.6K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Cordatus Wealth Management LLC
3,233$298.1K0.1%GrowthMediumNewtown, PA2026-10-19
Parallel Advisors, LLC
3,141$289.6K0.0%IndexLowSan Francisco, CA2026-11-03
Citizens Financial Group Inc
3,091$285.0K0.0%GrowthLowProvidence, RI2026-10-23
LVW Advisors, LLC
2,986$275.3K0.0%CoreMediumPittsford, NY2026-10-19
Signaturefd, LLC
2,976$274.4K0.0%IndexLowAtlanta, GA2026-10-23
EverSource Wealth Advisors, LLC
2,967$273.6K0.0%CoreMediumBirmingham, AL2026-11-04
Cidel Asset Management Inc
2,947$271.7K0.0%CoreMediumToronto, Australia2026-10-29
Ascent Group, LLC
2,801$258.3K0.0%CoreLowVirginia Beach, VA2026-10-30
Rose Capital Advisors LLC
2,705$249.4K0.1%ETFN/AMiami Beach, FL2026-11-04
Keybank National Association
2,677$246.8K0.0%CoreLowBrooklyn, OH2026-11-04
State of Wyoming
2,666$245.8K0.0%ValueHighCheyenne, WY2026-10-28
Norden Group LLC
2,635$243.0K0.0%GrowthMediumProvo, UT2026-10-20
NorthCrest Asset Manangement, LLC
2,591$251.7K0.0%GrowthLowPlymouth, MN2026-10-13
Allspring Global Investments Holdings, LLC
2,539$238.5K0.0%CoreMediumCharlotte, NC2026-11-04
Birch Financial Group, LLC
2,490$229.6K0.1%CoreLowKeene, NH2026-10-27
Davis Investment Partners, LLC
2,468$227.6K0.1%ETFLowCharlotte, NC2026-11-05
Assetmark, Inc
2,362$217.8K0.0%ETFLowConcord, CA2026-10-21
Kestra Private Wealth Services, LLC
2,247$207.2K0.0%GrowthLowAustin, TX2026-10-30
Mather Group, Llc.
2,236$206.2K0.0%ETFMediumChicago, IL2026-10-14
Curated Wealth Partners LLC
2,233$205.9K0.0%GARPLowEl Segundo, CA2026-10-15
Lido Advisors, LLC
2,203$203.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Quantum Financial Advisors, LLC
2,191$202.0K0.0%ETFLowSanta Monica, CA2026-11-03
Lanark Financial, Inc.
2,000$184.4K0.0%CoreMediumBirmingham, AL2026-10-26
Archer Investment Corp
1,835$169.2K0.0%CoreMediumCarmel, IN2026-11-05
Pinnacle Wealth Planning Services, Inc.
1,739$160.4K0.0%GARPLowMansfield, OH2026-10-27
Larson Financial Group LLC
1,706$157.3K0.0%GrowthLowSt Louis, MO2026-11-05
Heritage Family Offices, LLP
1,645$151.7K0.1%GrowthHighScottsdale, AZ2026-11-02
Compass Financial Management LLC
1,464$135.0K0.0%CoreN/ATampa, FL2026-10-30
Steph & Co
1,377$127.0K0.0%ETFLowMarinette, WI2026-10-07
MassMutual Private Wealth & Trust, FSB
1,352$124.7K0.0%CoreLowSpringfield, MA2026-10-05
True Wealth Design, LLC
1,206$111.2K0.0%ETFMediumAkron, OH2026-10-13
Rosenberg Matthew Hamilton
1,149$105.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
V-Square Quantitative Management LLC
1,061$97.8K0.0%CoreLowChicago, IL2026-10-15
Carolina Wealth Advisors, LLC
1,000$92.2K0.0%YieldHighMyrtle Beach, SC2026-10-23
Root Financial Partners, LLC
983$90.6K0.0%ETFMediumEncinitas, CA2026-10-21
CoreCap Advisors, LLC
848$78.2K0.0%ETFMediumSouthfield, MI2026-10-08
Summit Securities Group LLC
824$76.0K0.0%CoreVery HighNew York, NY2026-11-05
Essential Partners LLC
823$75.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Elyxium Wealth, LLC
810$74.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Deseret Mutual Benefit Administrators
784$72.3K0.0%CoreMediumSalt Lake City, UT2026-11-04
Fortitude Family Office, LLC
762$70.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Parkside Financial Bank & Trust
609$56.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
First Horizon Corp
591$54.5K0.0%CoreLowMemphis, TN2026-10-26
SJS Investment Consulting Inc.
582$53.7K0.0%ETFVery LowSylvania, OH2026-10-26
Wolverine Asset Management LLC
540$49.8K0.0%Deep ValueVery HighChicago, IL2026-11-02
CX Institutional
464$430.0%CoreMediumAuburn, IN2026-10-02
Mitsubishi UFJ Asset Management Co., Ltd.
383$35.3K0.0%IndexVery LowTokyo, Mexico2026-11-05
Blue Trust, Inc.
377$34.8K0.0%ETFLowBrentwood, TN2026-10-15
Burkett Financial Services, LLC
326$30.1K0.0%ETFLowRock Hill, SC2026-10-01
Pinnacle Bancorp, Inc.
310$28.6K0.0%CoreVery LowBeatrice, NE2026-10-21
Elevation Wealth Partners, LLC
292$26.9K0.0%ETFLowWalnut Creek, CA2026-10-07
SBI Securities Co., Ltd.
292$26.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
JFS Wealth Advisors, LLC
265$24.4K0.0%ETFVery LowHermitage, PA2026-11-03
BI Asset Management Fondsmaeglerselskab A/S
258$240.0%CoreMediumKobenhavn, Greece2026-10-22
Armstrong Advisory Group, Inc
250$23.1K0.0%ETFHighNeedham, MA2026-10-09
Harbor Investment Advisory, LLC
250$23.1K0.0%GrowthLowLutherville, MD2026-10-13
Rossby Financial, LCC
217$20.0K0.0%ETFMediumMelbourne, FL2026-11-05
Bare Financial Services, Inc
212$19.5K0.0%ETFVery LowGap, PA2026-11-04
Bell Investment Advisors, Inc
212$19.5K0.0%ETFVery LowOrinda, CA2026-10-29
Financial Consulate, Inc
209$19.3K0.0%ETFLowHunt Valley, MD2026-10-23
Richardson Capital Management LLC
200$18.4K0.0%ETFLowMenomonee Falls, WI2026-10-23
Farmers & Merchants Investments Inc
188$17.3K0.0%CoreVery LowLincoln, NE2026-10-22
Retirement Wealth Solutions LLC
181$16.7K0.0%ETFLowMarshfield, WI2026-10-07
Jnba Financial Advisors
173$16.0K0.0%ETFMediumBloomington, MN2026-11-03
Cherry Tree Wealth Management, LLC
161$14.8K0.0%ETFVery LowMinnetonka, MN2026-10-15
Silver Grove Financial Group, Inc.
157$14.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Owl Creek Wealth Partners LLC
150$13.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Covestor Ltd
139$130.0%ValueHighLondon, United Kingdom2026-10-30
Private Trust Co NA
138$12.7K0.0%CoreLowCleveland, OH2026-10-20
Asset Dedication, LLC
123$11.3K0.0%ETFLowSan Francisco, CA2026-11-03
WPG Advisers, LLC
112$10.3K0.0%CoreLowBaltimore, MD2026-10-27
High Note Wealth, LLC
110$10.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Arlington Trust Co LLC
101$9.3K0.0%ETFMediumBirmingham, AL2026-10-20
Cedar Mountain Advisors, LLC
99$9.1K0.0%ETFVery LowLake Oswego, OR2026-10-15
Marquette Asset Management, LLC
82$7.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
Eastern Bank
79$7.3K0.0%GrowthMediumBoston, MA2026-10-05
United Financial Planning Group LLC
74$6.8K0.0%ETFHighHauppauge, NY2026-11-04
Wilkerson Advisory Group LLC
67$6.2K0.0%ETFMediumColumbia, MO2026-10-20
Cromwell Holdings LLC
66$6.1K0.0%IndexLowJackson, WY2026-10-28
Creative Capital Management Investments LLC
64$5.9K0.0%ETFLowSan Diego, CA2026-10-28
Capital Advisors, Ltd. LLC
64$60.0%ETFLowShaker Heights, OH2026-10-27
Physician Wealth Advisors, Inc.
62$5.7K0.0%ETFMediumMidvale, UT2026-10-20
Cullen T Bankers, Inc.
62$5.7K0.0%GrowthLowSan Antonio, TX2026-10-28
DeDora Capital, Inc.
60$5.5K0.0%ETFVery LowNapa, CA2026-10-26
Elevated Capital Advisors, LLC
58$5.3K0.0%ETFMediumSandy, UT2026-11-04
Bay Harbor Wealth Management, LLC
53$4.9K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
48$4.4K0.0%ETFLowBeaver, PA2026-10-16
James T. Borello RIA
44$4.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Salomon & Ludwin, LLC
42$3.9K0.0%ETFVery LowRichmond, VA2026-10-29
Creative Financial Designs Inc
40$3.7K0.0%ETFMediumKokomo, IN2026-11-04
North Star Investment Management Corp.
40$3.7K0.0%CoreLowChicago, IL2026-10-27
Triumph Capital Management
38$3.5K0.0%ETFMediumDenver, CO2026-10-14
Avion Wealth
36$30.0%ETFLowThe Woodlands, TX2026-11-04
Torren Management, LLC
36$3.3K0.0%ETFMediumSan Diego, CA2026-10-29
Trifecta Capital Advisors, LLC
35$3.2K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Signature Equity Partners, LLC
33$3.0K0.0%GrowthMediumColumbus, OH2026-10-29
Private Wealth Management Group, LLC
32$3.0K0.0%ETFLowPrinceton, NJ2026-10-19
Hughes Financial Services, LLC
32$3.3K0.0%ETFLowHerndon, VA2026-10-30
Valley National Advisers Inc
29$2.7K0.0%ETFLowBethlehem, PA2026-10-23
William B. Walkup & Associates, Inc.
28$2.6K0.0%ValueLowColumbia, SC2026-11-05
Nfsg Corp
26$2.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Wilmington Savings Fund Society, FSB
25$2.3K0.0%CoreLowWilmington, DE2026-10-23
Fairman Group, LLC
24$2.2K0.0%ETFLowChesterbrook, PA2026-10-26
Burk Holdings LLC
24$2.2K0.0%ETFVery LowTulsa, OK2026-11-05
Abound Wealth Management
22$2.1K0.0%ETFVery LowFranklin, TN2026-10-26
Brown, Lisle Ings, Inc.
18$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
American Capital Advisory, LLC
18$1.7K0.0%ETFLowKetchum, ID2026-10-28
Montag A & Associates Inc
15$1.4K0.0%CoreLowAtlanta, GA2026-10-29
Mosley Wealth Management
14$1.4K0.0%ETFHighAnaheim, CA2026-10-16
Center for Financial Planning, Inc.
14$1.3K0.0%ETFLowSouthfied, MI2026-10-26
Smallwood Wealth Investment Management, LLC
14$1.3K0.0%ETFVery LowRed Bank, NJ2026-10-30
Decker Retirement Planning Inc.
13$1.2K0.0%Agg GrowthVery HighLevi, UT2026-10-19
Quaker Wealth Management, LLC
13$1.2K0.0%ETFMediumMoorestown, NJ2026-10-22
Davis Capital Management
10$9220.0%CoreLowJacksonville, FL2026-10-08
Wolff Wiese Magana LLC
10$9230.0%GrowthLowCarslbad, CA2026-10-15
DecisionPoint Financial, LLC
9$8460.0%ETFVery LowMesa, AZ2026-10-27
MV Capital Management, Inc.
9$8300.0%ETFLowBethesda, MD2026-10-29
Planning Strategies Inc.
7$6450.0%ETFN/ALancaster, PA2026-10-02
Highline Wealth Partners LLC
6$5530.0%ETFMediumSherman Oaks, CA2026-10-19
Birchwood Financial Partners, Inc.
5$4610.0%ETFVery LowBloomington, MN2026-11-02
GHP Investment Advisors, Inc.
5$4620.0%CoreVery LowDenver, CO2026-10-15
Align Financial, LLC
4$3690.0%ETFVery LowHermantown, MN2026-10-16
North Point Portfolio Managers Corp
4$3690.0%GrowthLowOrange Village, OH2026-10-07
Financial Management Professionals, Inc.
2$1840.0%ETFMediumAustin, TX2026-10-23
Maryland Capital Advisors Inc.
2$1850.0%ETFVery LowChester, MD2026-10-15
Manchester Capital Management LLC
2$1850.0%CoreLowManchester, VT2026-10-22
West Branch Capital LLC
2$1850.0%GrowthVery LowAmherst, MA2026-10-20
Rakuten Securities, Inc.
2$1840.0%Agg GrowthHighTokyo, Mexico2026-11-02
Monetary Solutions, Ltd
1$920.0%ETFVery LowDayton, OH2026-10-22
Godsey & Gibb, Inc
1$930.0%CoreLowRichmond, VA2026-10-14
TFC Financial Management, Inc.
1$930.0%ETFVery LowBoston, MA2026-10-26
Compagnie Lombard Odier SCmA
0$00.0%GrowthMedium1204 Geneva, Switzerland2026-11-04