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Valley National Bancorp (VLY)

CUSIP: 919794107 | NYSE | Financial Services · Banks - Regional | Mid Cap | 1335 institutional holders

Quarters

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

Dimensional Fund Advisors LP30,692,411
0.1% of portfolio›$387.3M
Artemis Investment Management LLP5,032,506
0.6% of portfolio›$63.5M
Thrivent Financial for Lutherans4,784,372
0.0% of portfolio›$60.4K
Bank of New York Mellon Corp4,625,687
0.0% of portfolio›$58.4M
MacKenzie Financial Corp3,478,434
0.0% of portfolio›$43.9M
Wedge Capital Management L L P2,378,545
0.5% of portfolio›$30.0M
Leeward Investments, LLC - MA1,717,294
1.1% of portfolio›$21.7M
Principal Financial Group Inc1,117,264
0.0% of portfolio›$14.1M
Creative Planning1,001,916
0.0% of portfolio›$12.6M
Retirement Systems of Alabama490,185
0.0% of portfolio›$6.2M
Hourglass Capital, LLC473,300
1.2% of portfolio›$6.0M
J.W. Cole Advisors, Inc.355,827
0.1% of portfolio›$4.5M
Kestra Advisory Services, LLC346,769
0.0% of portfolio›$4.4M
Citigroup Inc316,964
0.0% of portfolio›$4.0M
Fifth Third Bancorp316,533
0.0% of portfolio›$4.0M
New York State Teachers Retirement System273,973
0.0% of portfolio›$3.5K
Consolidated Investment Group LLC266,200
0.3% of portfolio›$3.4M
Knights of Columbus Asset Advisors LLC251,059
0.2% of portfolio›$3.2M
Commonwealth Equity Services, LLC244,946
0.0% of portfolio›$3.1M
Wealth Enhancement Advisory Services, LLC204,687
0.0% of portfolio›$2.5M
Amalgamated Bank204,035
0.0% of portfolio›$2.6K
Cora Capital Advisors LLC177,900
0.6% of portfolio›$2.2M
Oliver Luxxe Assets LLC172,810
0.3% of portfolio›$2.2M
Mutual of America Capital Management LLC168,449
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D149,424
0.0% of portfolio›$1.9M
Hussman Strategic Advisors, Inc.147,000
0.4% of portfolio›$1.9M
Louisiana State Employees Retirement System141,200
0.0% of portfolio›$1.8M
Arizona State Retirement System132,666
0.0% of portfolio›$1.7M
Yousif Capital Management, LLC122,591
0.0% of portfolio›$1.5M
Point Nemo Capital, LLC120,757
0.7% of portfolio›$1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS113,437
0.0% of portfolio›$1.4M
State of Michigan Retirement System111,481
0.0% of portfolio›$1.4M
Oregon Public Employees Retirement Fund98,493
0.0% of portfolio›$1.2M
Atria Investments, Inc92,659
0.0% of portfolio›$1.2M
New Mexico Educational Retirement Board85,900
0.0% of portfolio›$1.1K
Inspire Investing, LLC81,266
0.0% of portfolio›$1.0M
Lido Advisors, LLC80,511
0.0% of portfolio›$1.0M
ProShare Advisors LLC79,511
0.0% of portfolio›$1.0M
Strs Ohio74,900
0.0% of portfolio›$945.2K
Pictet Asset Management Holding SA73,301
0.0% of portfolio›$925.1K
Illinois Municipal Retirement Fund72,077
0.0% of portfolio›$909.6K
Nisa Investment Advisors, LLC70,736
0.0% of portfolio›$900.5K
Revolve Wealth Partners, LLC68,989
0.1% of portfolio›$870.6K
Xponance LLC68,108
0.0% of portfolio›$859.5K
State of Alaska, Department of Revenue67,079
0.0% of portfolio›$846
Gateway Investment Advisers LLC61,350
0.0% of portfolio›$774.2K
Linden Thomas Advisory Services, LLC60,464
0.1% of portfolio›$763.1K
Confluence Wealth Services, Inc.55,811
0.0% of portfolio›$704.3K
Jackson Square Capital, LLC53,650
0.1% of portfolio›$677.1K
Nfsg Corp49,899
0.1% of portfolio›$629.7K
Vaughan & Co Securities, Inc.48,674
0.3% of portfolio›$614.3K
Greenleaf Trust43,880
0.0% of portfolio›$553.8K
Y-Intercept (Hong Kong) Ltd43,285
0.0% of portfolio›$546.3K
HB Wealth Management, LLC41,432
0.0% of portfolio›$450.4K
Salzhauer Michael40,900
0.2% of portfolio›$516.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management39,400
0.0% of portfolio›$497.2K
DekaBank Deutsche Girozentrale37,898
0.0% of portfolio›$479
Apollon Wealth Management, LLC36,118
0.0% of portfolio›$455.8K
Exchange Traded Concepts, LLC35,288
0.0% of portfolio›$445.3K
Allspring Global Investments Holdings, LLC35,144
0.0% of portfolio›$449.7K
Evergreen Capital Management LLC33,783
0.0% of portfolio›$430.1K
Brighton Jones LLC33,166
0.0% of portfolio›$418.6K
Swiss Life Asset Management Ltd31,884
0.0% of portfolio›$402.4K
Virginia Retirement Systems ET Al31,600
0.0% of portfolio›$398.8K
Cornerstone Wealth Group, LLC29,194
0.0% of portfolio›$368.4K
Simplex Trading, LLC28,504
0.0% of portfolio›$359.7K
Smallwood Wealth Investment Management, LLC27,915
0.1% of portfolio›$352.3K
Crossmark Global Holdings, Inc.26,584
0.0% of portfolio›$335.5K
Curated Wealth Partners LLC26,067
0.0% of portfolio›$329.0K
Ritholtz Wealth Management25,582
0.0% of portfolio›$322.8K
Abel Hall, LLC25,303
0.1% of portfolio›$319.3K
Profund Advisors LLC25,145
0.0% of portfolio›$317.3K
SAX Wealth Advisors, LLC24,240
0.0% of portfolio›$305.9K
SYM Financial Corp23,258
0.0% of portfolio›$293.5K
Biltmore Family Office, LLC23,029
0.0% of portfolio›$293.2K
Citizens Financial Group Inc22,764
0.0% of portfolio›$290.0K
Prime Capital Investment Advisors, LLC22,475
0.0% of portfolio›$283.6K
Cambridge Investment Research Advisors, Inc.22,052
0.0% of portfolio›$278
AlphaCore Capital LLC21,004
0.0% of portfolio›$265.5K
Premier Path Wealth Partners, LLC20,740
0.0% of portfolio›$261.7K
Vise Technologies, Inc.20,711
0.0% of portfolio›$261.4K
Keybank National Association19,506
0.0% of portfolio›$246.2K
Valley Wealth Managers, Inc.19,152
0.0% of portfolio›$241.7K
Choreo, LLC19,117
0.0% of portfolio›$243.4K
Greenwood Gearhart LLC19,000
0.0% of portfolio›$239.8K
Successful Portfolios LLC18,747
0.1% of portfolio›$239.2K
Pinnacle Associates LTD18,356
0.0% of portfolio›$231.7K
Pinnacle Wealth Planning Services, Inc.17,496
0.0% of portfolio›$220.8K
CIBC Asset Management Inc17,176
0.0% of portfolio›$216.8K
KMG Fiduciary Partners, LLC17,133
0.0% of portfolio›$216.2K
MBL Wealth, LLC16,447
0.0% of portfolio›$207.6K
Gamma Investing LLC16,426
0.0% of portfolio›$207.3K
Concurrent Investment Advisors, LLC16,425
0.0% of portfolio›$207.3K
Paragon Capital Management Ltd15,969
0.0% of portfolio›$201.5K
Park Avenue Securities LLC15,805
0.0% of portfolio›$199
Chicago Partners Investment Group LLC15,730
0.0% of portfolio›$221.2K
KBC Group NV15,309
0.0% of portfolio›$193
Breakwater Capital Group15,137
0.0% of portfolio›$191.0K
Cullen T Bankers, Inc.15,100
0.0% of portfolio›$190.6K
Bryn Mawr Trust Advisors, LLC15,060
0.0% of portfolio›$190.1K
Rodgers & Associates, LTD15,000
0.0% of portfolio›$189.3K
W Advisors, LLC14,167
0.1% of portfolio›$178.8K
Praxis Investment Management Inc14,113
0.0% of portfolio›$178
Fifth Third Wealth Advisors LLC13,713
0.0% of portfolio›$173.1K
IFP Advisors, Inc13,023
0.0% of portfolio›$164.4K
Olympiad Research LP12,867
0.2% of portfolio›$162.4K
Abner Herrman & Brock LLC12,650
0.0% of portfolio›$160
Ledgewood Wealth Advisors, LLC12,617
0.1% of portfolio›$159.2K
Perigon Wealth Management, LLC12,281
0.0% of portfolio›$155.0K
Flavin Financial Services, Inc.12,150
0.1% of portfolio›$153.3K
NorthCrest Asset Manangement, LLC12,145
0.0% of portfolio›$154.8K
WealthPlan Investment Management, LLC12,116
0.0% of portfolio›$152.9K
Gables Capital Management Inc.12,080
0.1% of portfolio›$152.5K
Parcion Private Wealth LLC11,713
0.0% of portfolio›$147.8K
Modera Wealth Management, LLC11,676
0.0% of portfolio›$147.4K
Sterling Capital Management LLC11,324
0.0% of portfolio›$142.9K
Signaturefd, LLC10,500
0.0% of portfolio›$132.5K
Ethic Inc.10,378
0.0% of portfolio›$131.0K
Quadrant Private Wealth Management, LLC10,145
0.0% of portfolio›$129.3K
Parallel Advisors, LLC7,491
0.0% of portfolio›$94.5K
EverSource Wealth Advisors, LLC6,881
0.0% of portfolio›$86.8K
Blue Trust, Inc.6,730
0.0% of portfolio›$84.9K
Root Financial Partners, LLC5,215
0.0% of portfolio›$65.8K
True Wealth Design, LLC4,984
0.0% of portfolio›$62.9K
Essential Partners LLC4,958
0.0% of portfolio›$62.6K
Versant Capital Management, Inc4,755
0.0% of portfolio›$60.0K
Farther Finance Advisors, LLC4,706
0.0% of portfolio›$59.4K
US Bancorp \de\4,509
0.0% of portfolio›$56.9K
Brown, Lisle Ings, Inc.4,400
0.0% of portfolio›$55.5K
Cassaday & Co Wealth Management LLC4,099
0.0% of portfolio›$51.7K
Parkside Financial Bank & Trust4,000
0.0% of portfolio›$50.5K
Harbor Capital Advisors, Inc.3,653
0.0% of portfolio›$46
Key FInancial Inc3,494
0.0% of portfolio›$44.1K
First Horizon Corp2,711
0.0% of portfolio›$34.2K
Assetmark, Inc2,188
0.0% of portfolio›$27.6K
Moisand Fitzgerald Tamayo, LLC2,115
0.0% of portfolio›$26.7K
Cedar Mountain Advisors, LLC2,112
0.0% of portfolio›$26.7K
Compass Financial Management LLC1,915
0.0% of portfolio›$24.2K
WPG Advisers, LLC1,642
0.0% of portfolio›$20.7K
Fortitude Family Office, LLC1,561
0.0% of portfolio›$19.7K
Rossby Financial, LCC1,344
0.0% of portfolio›$17.0K
SBI Securities Co., Ltd.1,153
0.0% of portfolio›$14.6K
SJS Investment Consulting Inc.906
0.0% of portfolio›$11.4K
Covestor Ltd876
0.0% of portfolio›$11
Larson Financial Group LLC816
0.0% of portfolio›$10.3K
KFG LLC733
0.0% of portfolio›$9.3K
Owl Creek Wealth Partners LLC725
0.0% of portfolio›$9.2K
Mather Group, Llc.625
0.0% of portfolio›$7.9K
Manchester Capital Management LLC571
0.0% of portfolio›$7.2K
Ascentis Wealth Management, LLC533
0.0% of portfolio›$6.7K
Beacon Investment Advisory Services, Inc.524
0.0% of portfolio›$6.6K
Physician Wealth Advisors, Inc.523
0.0% of portfolio›$6.6K
Farmers & Merchants Investments Inc423
0.0% of portfolio›$5.3K
Private Wealth Management Group, LLC367
0.0% of portfolio›$4.6K
James T. Borello RIA363
0.0% of portfolio›$4.6K
Bangor Savings Bank350
0.0% of portfolio›$4.4K
JFS Wealth Advisors, LLC339
0.0% of portfolio›$4.3K
Jcsd Capital, LLC300
0.0% of portfolio›$3.8K
Activest Wealth Management291
0.0% of portfolio›$3.7K
Creative Capital Management Investments LLC255
0.0% of portfolio›$3.2K
Bell Investment Advisors, Inc208
0.0% of portfolio›$2.6K
Montag A & Associates Inc200
0.0% of portfolio›$2.5K
MassMutual Private Wealth & Trust, FSB167
0.0% of portfolio›$2.1K
Ares Financial Consulting, LLC137
0.0% of portfolio›$1.7K
Elyxium Wealth, LLC132
0.0% of portfolio›$1.7K
Financial Consulate, Inc128
0.0% of portfolio›$1.6K
Bay Harbor Wealth Management, LLC117
0.0% of portfolio›$1.5K
Torren Management, LLC113
0.0% of portfolio›$1.4K
Valley National Advisers Inc100
0.0% of portfolio›$1.3K
Goodman Advisory Group, LLC100
0.0% of portfolio›$1.3K
DiNuzzo Private Wealth, Inc.95
0.0% of portfolio›$1.2K
Valued Wealth Advisors LLC86
0.0% of portfolio›$1.1K
Carnegie Lake Advisors LLC78
0.1% of portfolio›$326.4K
MV Capital Management, Inc.75
0.0% of portfolio›$947
Private Trust Co NA70
0.0% of portfolio›$883
Provenance Wealth Advisors, LLC64
0.0% of portfolio›$808
Wealth Enhancement Trust Services, Inc.50
0.0% of portfolio›$631
Caitong International Asset Management Co., Ltd49
0.0% of portfolio›$618
Bear Mountain Capital, Inc.35
0.0% of portfolio›$443
DecisionPoint Financial, LLC22
0.0% of portfolio›$279
Gilpin Wealth Management, LLC14
0.0% of portfolio›$177
Silver Grove Financial Group, Inc.12
0.0% of portfolio›$152
Signature Equity Partners, LLC10
0.0% of portfolio›$126
Maryland Capital Advisors Inc.7
0.0% of portfolio›$89
RHL Group, LLC5
0.0% of portfolio›$63
Signature Resources Capital Management, LLC2
0.0% of portfolio›$25
Trust Co of Vermont1
0.0% of portfolio›$13
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
30,692,411$387.3M0.1%IndexLowAustin, TX2026-11-04
Artemis Investment Management LLP
5,032,506$63.5M0.6%GARPHighEdinburgh, United Kingdom2026-10-08
Thrivent Financial for Lutherans
4,784,372$60.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
4,625,687$58.4M0.0%CoreLowNew York, NY2026-11-05
MacKenzie Financial Corp
3,478,434$43.9M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Wedge Capital Management L L P
2,378,545$30.0M0.5%ValueMediumCharlotte, NC2026-10-13
Leeward Investments, LLC - MA
1,717,294$21.7M1.1%Deep ValueLowBoston, MA2026-10-23
Principal Financial Group Inc
1,117,264$14.1M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
1,001,916$12.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Retirement Systems of Alabama
490,185$6.2M0.0%IndexLowMontgomery, AL2026-11-04
Hourglass Capital, LLC
473,300$6.0M1.2%ValueMediumHouston, TX2026-10-26
J.W. Cole Advisors, Inc.
355,827$4.5M0.1%IndexLowTampa, FL2026-11-05
Kestra Advisory Services, LLC
346,769$4.4M0.0%CoreLowAustin, TX2026-11-02
Citigroup Inc
316,964$4.0M0.0%CoreMediumNew York, NY2026-11-04
Fifth Third Bancorp
316,533$4.0M0.0%IndexVery LowCincinnati, OH2026-11-05
New York State Teachers Retirement System
273,973$3.5K0.0%CoreVery LowAlbany, NY2026-10-22
Consolidated Investment Group LLC
266,200$3.4M0.3%GrowthVery LowEnglewood, CO2026-11-04
Knights of Columbus Asset Advisors LLC
251,059$3.2M0.2%CoreMediumNew Haven, CT2026-11-05
Commonwealth Equity Services, LLC
244,946$3.1M0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
204,687$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Amalgamated Bank
204,035$2.6K0.0%CoreVery LowNew York, NY2026-10-23
Cora Capital Advisors LLC
177,900$2.2M0.6%ETFLowMarlton, NJ2026-11-02
Oliver Luxxe Assets LLC
172,810$2.2M0.3%ValueMediumGladstone, NJ2026-10-14
Mutual of America Capital Management LLC
168,449$2.1M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
149,424$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Hussman Strategic Advisors, Inc.
147,000$1.9M0.4%YieldVery HighEllicott City, MD2026-11-02
Louisiana State Employees Retirement System
141,200$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
132,666$1.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
122,591$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Point Nemo Capital, LLC
120,757$1.5M0.7%GARPVery HighDripping Springs, TX2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
113,437$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
111,481$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
Oregon Public Employees Retirement Fund
98,493$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Atria Investments, Inc
92,659$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
New Mexico Educational Retirement Board
85,900$1.1K0.0%IndexVery LowSanta Fe, NM2026-11-05
Inspire Investing, LLC
81,266$1.0M0.0%GARPHighMeridian, ID2026-10-22
Lido Advisors, LLC
80,511$1.0M0.0%GrowthLowLos Angeles, CA2026-11-04
ProShare Advisors LLC
79,511$1.0M0.0%GrowthLowBethesda, MD2026-10-29
Strs Ohio
74,900$945.2K0.0%CoreMediumColumbus, OH2026-10-30
Pictet Asset Management Holding SA
73,301$925.1K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Illinois Municipal Retirement Fund
72,077$909.6K0.0%CoreMediumOak Brook, IL2026-11-05
Nisa Investment Advisors, LLC
70,736$900.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Revolve Wealth Partners, LLC
68,989$870.6K0.1%ETFVery LowHackensack, NJ2026-10-23
Xponance LLC
68,108$859.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
State of Alaska, Department of Revenue
67,079$8460.0%CoreVery LowJuneau, AK2026-10-15
Gateway Investment Advisers LLC
61,350$774.2K0.0%GrowthLowCincinnati, OH2026-10-13
Linden Thomas Advisory Services, LLC
60,464$763.1K0.1%CoreLowCharlotte, NC2026-10-19
Confluence Wealth Services, Inc.
55,811$704.3K0.0%ETFVery LowMcmurray, PA2026-11-05
Jackson Square Capital, LLC
53,650$677.1K0.1%Agg GrowthMediumSan Francisco, CA2026-10-19
Nfsg Corp
49,899$629.7K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Vaughan & Co Securities, Inc.
48,674$614.3K0.3%ETFVery LowRidgewood, NJ2026-10-23
Greenleaf Trust
43,880$553.8K0.0%CoreLowKalamazoo, MI2026-10-29
Y-Intercept (Hong Kong) Ltd
43,285$546.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
HB Wealth Management, LLC
41,432$450.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Salzhauer Michael
40,900$516.2K0.2%GARPLowNew York, NY2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
39,400$497.2K0.0%GrowthVery LowSeattle, WA2026-10-27
DekaBank Deutsche Girozentrale
37,898$4790.0%CoreLowFrankfurt, Hong Kong2026-10-27
Apollon Wealth Management, LLC
36,118$455.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Exchange Traded Concepts, LLC
35,288$445.3K0.0%GrowthMediumOklahoma City, OK2026-10-28
Allspring Global Investments Holdings, LLC
35,144$449.7K0.0%CoreMediumCharlotte, NC2026-11-04
Evergreen Capital Management LLC
33,783$430.1K0.0%GARPMediumBellevue, WA2026-10-23
Brighton Jones LLC
33,166$418.6K0.0%CoreVery LowSeattle, WA2026-11-03
Swiss Life Asset Management Ltd
31,884$402.4K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
31,600$398.8K0.0%CoreMediumRichmond, VA2026-10-28
Cornerstone Wealth Group, LLC
29,194$368.4K0.0%CoreMediumHuntersville, NC2026-11-02
Simplex Trading, LLC
28,504$359.7K0.0%CoreVery HighChicago, IL2026-11-04
Smallwood Wealth Investment Management, LLC
27,915$352.3K0.1%ETFVery LowRed Bank, NJ2026-10-30
Crossmark Global Holdings, Inc.
26,584$335.5K0.0%GARPMediumHouston, TX2026-10-21
Curated Wealth Partners LLC
26,067$329.0K0.0%GARPLowEl Segundo, CA2026-10-15
Ritholtz Wealth Management
25,582$322.8K0.0%IndexLowNew York, NY2026-11-05
Abel Hall, LLC
25,303$319.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Profund Advisors LLC
25,145$317.3K0.0%GrowthLowBethesda, MD2026-10-29
SAX Wealth Advisors, LLC
24,240$305.9K0.0%ETFVery LowParsippany, NJ2026-10-13
SYM Financial Corp
23,258$293.5K0.0%ETFVery LowWinona Lake, IN2026-10-26
Biltmore Family Office, LLC
23,029$293.2K0.0%GrowthLowCharlotte, NC2026-11-03
Citizens Financial Group Inc
22,764$290.0K0.0%GrowthLowProvidence, RI2026-10-23
Prime Capital Investment Advisors, LLC
22,475$283.6K0.0%ETFLowOverland Park, KS2026-10-20
Cambridge Investment Research Advisors, Inc.
22,052$2780.0%ETFLowFairfield, IA2026-11-02
AlphaCore Capital LLC
21,004$265.5K0.0%ETFLowLa Jolla, CA2026-11-04
Premier Path Wealth Partners, LLC
20,740$261.7K0.0%GrowthMediumMadison, NJ2026-10-16
Vise Technologies, Inc.
20,711$261.4K0.0%IndexLowNew York, NY2026-10-29
Keybank National Association
19,506$246.2K0.0%CoreLowBrooklyn, OH2026-11-04
Valley Wealth Managers, Inc.
19,152$241.7K0.0%GARPMediumParamus, NJ2026-10-09
Choreo, LLC
19,117$243.4K0.0%IndexLowRockford, IL2026-10-28
Greenwood Gearhart LLC
19,000$239.8K0.0%ETFLowFayetteville, AR2026-11-02
Successful Portfolios LLC
18,747$239.2K0.1%CoreVery LowClearwater, FL2026-10-09
Pinnacle Associates LTD
18,356$231.7K0.0%CoreLowNew York, NY2026-10-20
Pinnacle Wealth Planning Services, Inc.
17,496$220.8K0.0%GARPLowMansfield, OH2026-10-27
CIBC Asset Management Inc
17,176$216.8K0.0%GARPLowToronto, South Africa2026-11-05
KMG Fiduciary Partners, LLC
17,133$216.2K0.0%GrowthLowToledo, OH2026-10-14
MBL Wealth, LLC
16,447$207.6K0.0%ETFLowCharlotte, NC2026-10-22
Gamma Investing LLC
16,426$207.3K0.0%IndexVery LowFoster City, CA2026-10-08
Concurrent Investment Advisors, LLC
16,425$207.3K0.0%GrowthMediumTampa, FL2026-10-16
Paragon Capital Management Ltd
15,969$201.5K0.0%CoreVery LowDenver, CO2026-10-09
Park Avenue Securities LLC
15,805$1990.0%ETFMediumNew York, NY2026-10-26
Chicago Partners Investment Group LLC
15,730$221.2K0.0%GARPLowChicago, IL2026-10-27
KBC Group NV
15,309$1930.0%CoreMediumBrussels, Czech Republic2026-10-22
Breakwater Capital Group
15,137$191.0K0.0%ETFLowParamus, NJ2026-10-09
Cullen T Bankers, Inc.
15,100$190.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Bryn Mawr Trust Advisors, LLC
15,060$190.1K0.0%CoreLowPhiladelphia, PA2026-11-04
Rodgers & Associates, LTD
15,000$189.3K0.0%ETFVery LowLancaster, PA2026-10-20
W Advisors, LLC
14,167$178.8K0.1%CoreLowGermantown, TN2026-11-02
Praxis Investment Management Inc
14,113$1780.0%CoreLowGoshen, IN2026-11-03
Fifth Third Wealth Advisors LLC
13,713$173.1K0.0%IndexVery LowCincinnati, OH2026-10-22
IFP Advisors, Inc
13,023$164.4K0.0%GrowthLowTampa, FL2026-10-16
Olympiad Research LP
12,867$162.4K0.2%Deep ValueVery HighStamford, CT2026-11-04
Abner Herrman & Brock LLC
12,650$1600.0%GARPLowJersey City, NJ2026-10-20
Ledgewood Wealth Advisors, LLC
12,617$159.2K0.1%ETFLowExeter, NH2026-10-09
Perigon Wealth Management, LLC
12,281$155.0K0.0%GrowthLowSan Francisco, CA2026-10-22
Flavin Financial Services, Inc.
12,150$153.3K0.1%CoreVery LowMelbourne, FL2026-10-21
NorthCrest Asset Manangement, LLC
12,145$154.8K0.0%GrowthLowPlymouth, MN2026-10-13
WealthPlan Investment Management, LLC
12,116$152.9K0.0%GrowthMediumOmaha, NE2026-10-15
Gables Capital Management Inc.
12,080$152.5K0.1%GrowthVery LowMiami, FL2026-11-04
Parcion Private Wealth LLC
11,713$147.8K0.0%CoreMediumBellevue, WA2026-10-28
Modera Wealth Management, LLC
11,676$147.4K0.0%ETFVery LowWestwood, NJ2026-10-28
Sterling Capital Management LLC
11,324$142.9K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
10,500$132.5K0.0%IndexLowAtlanta, GA2026-10-23
Ethic Inc.
10,378$131.0K0.0%CoreLowNew York, NY2026-11-03
Quadrant Private Wealth Management, LLC
10,145$129.3K0.0%GrowthLowCenter Valley, PA2026-11-04
Parallel Advisors, LLC
7,491$94.5K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
6,881$86.8K0.0%CoreMediumBirmingham, AL2026-11-04
Blue Trust, Inc.
6,730$84.9K0.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
5,215$65.8K0.0%ETFMediumEncinitas, CA2026-10-21
True Wealth Design, LLC
4,984$62.9K0.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
4,958$62.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Versant Capital Management, Inc
4,755$60.0K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
4,706$59.4K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
4,509$56.9K0.0%IndexLowMinneapolis, MN2026-11-05
Brown, Lisle Ings, Inc.
4,400$55.5K0.0%CoreVery LowProvidence, RI2026-10-16
Cassaday & Co Wealth Management LLC
4,099$51.7K0.0%ETFVery LowMclean, VA2026-10-27
Parkside Financial Bank & Trust
4,000$50.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Harbor Capital Advisors, Inc.
3,653$460.0%ValueHighChicago, IL2026-10-22
Key FInancial Inc
3,494$44.1K0.0%ETFLowWest Chester, PA2026-11-02
First Horizon Corp
2,711$34.2K0.0%CoreLowMemphis, TN2026-10-26
Assetmark, Inc
2,188$27.6K0.0%ETFLowConcord, CA2026-10-21
Moisand Fitzgerald Tamayo, LLC
2,115$26.7K0.0%ETFVery LowOrlando, FL2026-10-15
Cedar Mountain Advisors, LLC
2,112$26.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Compass Financial Management LLC
1,915$24.2K0.0%CoreN/ATampa, FL2026-10-30
WPG Advisers, LLC
1,642$20.7K0.0%CoreLowBaltimore, MD2026-10-27
Fortitude Family Office, LLC
1,561$19.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Rossby Financial, LCC
1,344$17.0K0.0%ETFMediumMelbourne, FL2026-11-05
SBI Securities Co., Ltd.
1,153$14.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
SJS Investment Consulting Inc.
906$11.4K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
876$110.0%ValueHighLondon, United Kingdom2026-10-30
Larson Financial Group LLC
816$10.3K0.0%GrowthLowSt Louis, MO2026-11-05
KFG LLC
733$9.3K0.0%ETFN/ARapid City, SD2026-11-02
Owl Creek Wealth Partners LLC
725$9.2K0.0%IndexLowGreenwood Village, CO2026-10-20
Mather Group, Llc.
625$7.9K0.0%ETFMediumChicago, IL2026-10-14
Manchester Capital Management LLC
571$7.2K0.0%CoreLowManchester, VT2026-10-22
Ascentis Wealth Management, LLC
533$6.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Beacon Investment Advisory Services, Inc.
524$6.6K0.0%GrowthLowMorristown, NJ2026-10-13
Physician Wealth Advisors, Inc.
523$6.6K0.0%ETFMediumMidvale, UT2026-10-20
Farmers & Merchants Investments Inc
423$5.3K0.0%CoreVery LowLincoln, NE2026-10-22
Private Wealth Management Group, LLC
367$4.6K0.0%ETFLowPrinceton, NJ2026-10-19
James T. Borello RIA
363$4.6K0.0%ETFVery LowEast Dundee, IL2026-10-16
Bangor Savings Bank
350$4.4K0.0%ETFLowBangor, ME2026-10-06
JFS Wealth Advisors, LLC
339$4.3K0.0%ETFVery LowHermitage, PA2026-11-03
Jcsd Capital, LLC
300$3.8K0.0%Deep ValueMediumWalnut Creek, CA2026-10-16
Activest Wealth Management
291$3.7K0.0%ETFLowAventura, FL2026-10-15
Creative Capital Management Investments LLC
255$3.2K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
208$2.6K0.0%ETFVery LowOrinda, CA2026-10-29
Montag A & Associates Inc
200$2.5K0.0%CoreLowAtlanta, GA2026-10-29
MassMutual Private Wealth & Trust, FSB
167$2.1K0.0%CoreLowSpringfield, MA2026-10-05
Ares Financial Consulting, LLC
137$1.7K0.0%CoreLowCalabasas, CA2026-10-19
Elyxium Wealth, LLC
132$1.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Financial Consulate, Inc
128$1.6K0.0%ETFLowHunt Valley, MD2026-10-23
Bay Harbor Wealth Management, LLC
117$1.5K0.0%ETFMediumHunt Valley, MD2026-11-03
Torren Management, LLC
113$1.4K0.0%ETFMediumSan Diego, CA2026-10-29
Valley National Advisers Inc
100$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Goodman Advisory Group, LLC
100$1.3K0.0%GrowthHighNeedham, MA2026-11-02
DiNuzzo Private Wealth, Inc.
95$1.2K0.0%ETFLowBeaver, PA2026-10-16
Valued Wealth Advisors LLC
86$1.1K0.0%IndexVery LowHolladay, UT2026-11-05
Carnegie Lake Advisors LLC
78$326.4K0.1%ValueLowPrinceton, NJ2026-11-03
MV Capital Management, Inc.
75$9470.0%ETFLowBethesda, MD2026-10-29
Private Trust Co NA
70$8830.0%CoreLowCleveland, OH2026-10-20
Provenance Wealth Advisors, LLC
64$8080.0%ETFLowFort Lauderdale, FL2026-10-30
Wealth Enhancement Trust Services, Inc.
50$6310.0%GrowthMediumSioux Falls, SD2026-10-07
Caitong International Asset Management Co., Ltd
49$6180.0%GrowthVery HighHong Kong, South Korea2026-10-29
Bear Mountain Capital, Inc.
35$4430.0%ETFLowSeattle, WA2026-11-04
DecisionPoint Financial, LLC
22$2790.0%ETFVery LowMesa, AZ2026-10-27
Gilpin Wealth Management, LLC
14$1770.0%GrowthLowDenver, CO2026-10-09
Silver Grove Financial Group, Inc.
12$1520.0%CoreMediumOrchard Park, NY2026-11-05
Signature Equity Partners, LLC
10$1260.0%GrowthMediumColumbus, OH2026-10-29
Maryland Capital Advisors Inc.
7$890.0%ETFVery LowChester, MD2026-10-15
RHL Group, LLC
5$630.0%ETFVery HighHolly, MI2026-11-04
Signature Resources Capital Management, LLC
2$250.0%ETFLowNewport Beach, CA2026-10-16
Trust Co of Vermont
1$130.0%CoreVery LowBrattleboro, VT2026-10-21