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Western Union Co (WU)

CUSIP: 959802109 | NYSE | Financial Services · Credit Services | Mid Cap | 2213 institutional holders

Quarters

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

Dimensional Fund Advisors LP5,820,112
0.0% of portfolio›$34.3M
Principal Financial Group Inc1,480,056
0.0% of portfolio›$8.7M
Continental Advisors LLC1,268,891
3.2% of portfolio›$7.5M
TSP Capital Management Group, LLC1,161,168
1.7% of portfolio›$6.9M
Fideuram Asset Management (Ireland) dac1,121,838
0.2% of portfolio›$8.8M
Schwartz Investment Counsel Inc1,000,000
0.2% of portfolio›$5.9M
Gilman Hill Asset Management, LLC847,758
0.7% of portfolio›$5.0M
Commonwealth Equity Services, LLC576,378
0.0% of portfolio›$3.4M
Old National Bancorp541,309
0.1% of portfolio›$3.2M
Robeco Institutional Asset Management B.V.490,608
0.0% of portfolio›$2.9M
Collar Capital Management, LLC481,357
1.7% of portfolio›$2.8M
New York State Teachers Retirement System385,680
0.0% of portfolio›$2.3K
CWA Asset Management Group, LLC330,791
0.1% of portfolio›$2.0M
Exchange Traded Concepts, LLC321,191
0.0% of portfolio›$1.9M
Mirae Asset Global Investments Co., Ltd.297,227
0.0% of portfolio›$1.8M
Citigroup Inc294,046
0.0% of portfolio›$1.7M
Optimist Retirement Group LLC290,795
0.7% of portfolio›$1.7M
Tweedy, Browne Co LLC277,955
0.1% of portfolio›$1.6M
Arnhold LLC271,020
0.1% of portfolio›$1.6M
Kestra Investment Management, LLC246,159
0.0% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd238,214
0.0% of portfolio›$1.4M
Fulcrum Asset Management LLP179,247
0.1% of portfolio›$1.1M
Illinois Municipal Retirement Fund166,585
0.0% of portfolio›$982.9K
State of New Jersey Common Pension Fund D160,891
0.0% of portfolio›$949.3K
Lido Advisors, LLC159,171
0.0% of portfolio›$939.1K
1834 Investment Advisors Co153,562
0.1% of portfolio›$906.0K
Fideuram - Intesa Sanpaolo Private Banking S.P.A.152,665
0.0% of portfolio›$900.7K
Louisiana State Employees Retirement System132,900
0.0% of portfolio›$784.1K
Crossmark Global Holdings, Inc.132,670
0.0% of portfolio›$782.8K
Virginia Retirement Systems ET Al126,902
0.0% of portfolio›$748.7K
SummerHaven Investment Management, LLC116,648
0.4% of portfolio›$688.2K
Simplex Trading, LLC113,734
0.0% of portfolio›$671.0K
Cambridge Investment Research Advisors, Inc.110,244
0.0% of portfolio›$650
D.A. Davidson & Co.108,026
0.0% of portfolio›$637.4K
J. Safra Sarasin Holding AG105,611
0.0% of portfolio›$623.1K
Hussman Strategic Advisors, Inc.105,000
0.1% of portfolio›$619.5K
Waycross Investment Management Co95,269
0.5% of portfolio›$562.1K
Yousif Capital Management, LLC95,124
0.0% of portfolio›$561.2K
Arizona State Retirement System88,036
0.0% of portfolio›$519.4K
DekaBank Deutsche Girozentrale87,866
0.0% of portfolio›$528
Amalgamated Bank86,407
0.0% of portfolio›$510
Vontobel Holding Ltd.84,920
0.0% of portfolio›$501.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS73,483
0.0% of portfolio›$433.6K
Oregon Public Employees Retirement Fund70,012
0.0% of portfolio›$413.1K
Tred Avon Family Wealth, LLC68,018
0.1% of portfolio›$401.3K
SBI Securities Co., Ltd.64,812
0.0% of portfolio›$382.4K
Creative Planning59,168
0.0% of portfolio›$349.1K
Wealth Enhancement Advisory Services, LLC56,023
0.0% of portfolio›$354.6K
Pictet Asset Management Holding SA53,543
0.0% of portfolio›$315.9K
Miramontes Capital, LLC52,776
0.1% of portfolio›$311.4K
State of Alaska, Department of Revenue52,394
0.0% of portfolio›$309
Pacific Capital Wealth Advisors, Inc.49,999
0.0% of portfolio›$295.0K
Accurate Wealth Management, LLC49,790
0.0% of portfolio›$303.7K
Valeo Financial Advisors, LLC46,271
0.0% of portfolio›$273.0K
Arrow Investment Advisors, LLC45,222
0.2% of portfolio›$266.8K
True Private Wealth Advisors43,924
0.0% of portfolio›$259.2K
Parsons Capital Management Inc42,966
0.0% of portfolio›$253.5K
Nisa Investment Advisors, LLC40,038
0.0% of portfolio›$236.2K
MSH Capital Advisors LLC39,468
0.0% of portfolio›$232.9K
Mutual of America Capital Management LLC38,683
0.0% of portfolio›$228.2K
Vise Technologies, Inc.36,961
0.0% of portfolio›$218.1K
Oak Thistle LLC36,204
0.0% of portfolio›$213.6K
Burney Co/35,507
0.0% of portfolio›$209.5K
Park Avenue Securities LLC35,475
0.0% of portfolio›$209
Samalin Investment Counsel, LLC34,654
0.1% of portfolio›$204.5K
Kestra Advisory Services, LLC33,414
0.0% of portfolio›$197.1K
Childress Capital Advisors, LLC32,502
0.0% of portfolio›$191.8K
Elevated Capital Advisors, LLC32,228
0.1% of portfolio›$190.1K
Provenance Wealth Advisors, LLC32,000
0.0% of portfolio›$188.8K
Abel Hall, LLC30,919
0.0% of portfolio›$182.4K
Hoxton Planning & Management, LLC29,041
0.0% of portfolio›$171.3K
CIBC Asset Management Inc28,743
0.0% of portfolio›$169.6K
Outlook Wealth Advisors, LLC27,738
0.0% of portfolio›$163.7K
Silverlake Wealth Management LLC27,157
0.0% of portfolio›$160.2K
Chicago Trust Co NA24,181
0.0% of portfolio›$142.7K
Axxion S.A.24,068
0.0% of portfolio›$142.0K
Sumitomo Mitsui Trust Group, Inc.23,783
0.0% of portfolio›$140.3K
Xponance LLC22,637
0.0% of portfolio›$133.6K
Net Worth Advisory Group21,996
0.0% of portfolio›$132.4K
Covestor Ltd21,138
0.0% of portfolio›$125
StoneX Group Inc.20,169
0.0% of portfolio›$121.7K
Edmp, Inc.19,862
0.1% of portfolio›$117.2K
VestGen Advisors, LLC19,288
0.0% of portfolio›$113.8K
Cypress Point Wealth Management, LLC19,275
0.0% of portfolio›$113.7K
Swiss Life Asset Management Ltd18,914
0.0% of portfolio›$111.6K
Ramsey Quantitative Systems18,854
0.1% of portfolio›$111.2K
Accel Wealth Management18,603
0.0% of portfolio›$109.8K
Principle Wealth Partners LLC17,533
0.0% of portfolio›$103.4K
AlphaCore Capital LLC16,628
0.0% of portfolio›$98.1K
Tctc Holdings, LLC16,100
0.0% of portfolio›$95.0K
Fifth Third Wealth Advisors LLC15,430
0.0% of portfolio›$91.0K
Prospera Financial Services Inc14,913
0.0% of portfolio›$91.9K
Cidel Asset Management Inc14,500
0.0% of portfolio›$85.6K
Founders Grove Wealth Partners, LLC13,705
0.0% of portfolio›$80.9K
Gibbs Wealth Management13,567
0.0% of portfolio›$80.0K
55 North Private Wealth, LLC13,452
0.0% of portfolio›$79.4K
TPG Advisors LLC13,347
0.0% of portfolio›$78.7K
Diversify Advisory Services, LLC13,300
0.0% of portfolio›$82.9K
Diversify Wealth Management, LLC13,300
0.0% of portfolio›$82.9K
KBC Group NV12,701
0.0% of portfolio›$75
OpenArc Corporate Advisory, LLC12,055
0.0% of portfolio›$71.1K
Uhlmann Price Securities, LLC12,000
0.0% of portfolio›$70.8K
Atria Investments, Inc12,000
0.0% of portfolio›$70.8K
HB Wealth Management, LLC11,935
0.0% of portfolio›$37.2K
Wedmont Private Capital11,589
0.0% of portfolio›$73.4K
Curat Global, LLC10,970
0.1% of portfolio›$64.7K
Peak Wealth Management LLC10,500
0.0% of portfolio›$65.2K
Imc-Chicago, LLC10,167
0.0% of portfolio›$60.0K
Procyon Advisors, LLC10,138
0.0% of portfolio›$59.8K
Davenport & Co LLC10,075
0.0% of portfolio›$59.4K
Avidian Wealth Enterprises, LLC10,037
0.0% of portfolio›$59.2K
Pinnacle Wealth Planning Services, Inc.9,480
0.0% of portfolio›$55.9K
Gamma Investing LLC9,124
0.0% of portfolio›$53.8K
State of Wyoming8,930
0.0% of portfolio›$52.7K
Sterling Capital Management LLC8,863
0.0% of portfolio›$52.3K
IFP Advisors, Inc8,200
0.0% of portfolio›$48.4K
Kentucky Trust Co7,344
0.0% of portfolio›$43.3K
Summit Securities Group LLC7,300
0.0% of portfolio›$43.1K
Kelleher Financial Advisors6,036
0.0% of portfolio›$35.6K
Farmers & Merchants Investments Inc5,661
0.0% of portfolio›$33.4K
Caitong International Asset Management Co., Ltd4,541
0.0% of portfolio›$26.8K
Strs Ohio4,261
0.0% of portfolio›$25.1K
Larson Financial Group LLC3,490
0.0% of portfolio›$20.6K
Ascentis Independent Advisors3,389
0.0% of portfolio›$20.0K
Alpine Bank Wealth Management3,193
0.0% of portfolio›$18.8K
Signaturefd, LLC2,863
0.0% of portfolio›$16.9K
WPG Advisers, LLC2,840
0.0% of portfolio›$16.8K
Investors Research Corp2,700
0.0% of portfolio›$15.9K
Wilmington Savings Fund Society, FSB2,500
0.0% of portfolio›$14.8K
Hickory Point Bank & Trust2,500
0.0% of portfolio›$14.8K
Mather Group, Llc.2,436
0.0% of portfolio›$14.4K
Blue Trust, Inc.2,242
0.0% of portfolio›$13.2K
Caldwell Trust Co2,103
0.0% of portfolio›$12.4K
GHP Investment Advisors, Inc.1,972
0.0% of portfolio›$11.6K
Parallel Advisors, LLC1,688
0.0% of portfolio›$10.0K
Parkside Financial Bank & Trust1,547
0.0% of portfolio›$9.1K
Farther Finance Advisors, LLC1,512
0.0% of portfolio›$8.9K
TD Waterhouse Canada Inc.1,503
0.0% of portfolio›$9.0K
Financial Consulate, Inc1,500
0.0% of portfolio›$8.9K
Brown, Lisle Ings, Inc.1,442
0.0% of portfolio›$8.5K
Triumph Capital Management1,400
0.0% of portfolio›$8.3K
EverSource Wealth Advisors, LLC1,132
0.0% of portfolio›$6.7K
Fortitude Family Office, LLC1,099
0.0% of portfolio›$6.5K
Cedar Mountain Advisors, LLC1,054
0.0% of portfolio›$6.2K
Pinnacle Bancorp, Inc.1,000
0.0% of portfolio›$5.9K
Cassaday & Co Wealth Management LLC1,000
0.0% of portfolio›$5.9K
TD Private Client Wealth LLC991
0.0% of portfolio›$5.8K
Silver Grove Financial Group, Inc.969
0.0% of portfolio›$5.7K
Root Financial Partners, LLC905
0.0% of portfolio›$5.3K
Highline Wealth Partners LLC872
0.0% of portfolio›$5.1K
Toth Financial Advisory Corp800
0.0% of portfolio›$4.7K
Bell Investment Advisors, Inc797
0.0% of portfolio›$4.7K
Manchester Capital Management LLC759
0.0% of portfolio›$4.5K
Private Trust Co NA733
0.0% of portfolio›$4.3K
Richardson Financial Services Inc.630
0.0% of portfolio›$3.7K
Bank Julius Baer & Co. Ltd, Zurich600
0.0% of portfolio›$3.5K
Oakworth Capital, Inc.600
0.0% of portfolio›$3.5K
Grove Bank & Trust509
0.0% of portfolio›$3.0K
SJS Investment Consulting Inc.497
0.0% of portfolio›$2.9K
City State Bank495
0.0% of portfolio›$2.9K
Lodestone Wealth Management LLC451
0.0% of portfolio›$2.7K
Mitsubishi UFJ Asset Management Co., Ltd.429
0.0% of portfolio›$2.5K
Signature Resources Capital Management, LLC336
0.0% of portfolio›$2.0K
Mosley Wealth Management300
0.0% of portfolio›$1.9K
Gables Capital Management Inc.300
0.0% of portfolio›$1.8K
Meriwether Wealth & Planning, LLC260
0.0% of portfolio›$1.5K
Creative Capital Management Investments LLC244
0.0% of portfolio›$1.4K
Noble Wealth Management PBC240
0.0% of portfolio›$1.4K
Signature Equity Partners, LLC238
0.0% of portfolio›$1.4K
Latitude Advisors, LLC231
0.0% of portfolio›$1.4K
Salomon & Ludwin, LLC202
0.0% of portfolio›$1.2K
Bare Financial Services, Inc191
0.0% of portfolio›$1.1K
Financial Network Wealth Advisors LLC162
0.0% of portfolio›$956
RMG Wealth Management LLC122
0.0% of portfolio›$785
MassMutual Private Wealth & Trust, FSB113
0.0% of portfolio›$667
JFS Wealth Advisors, LLC101
0.0% of portfolio›$596
Moisand Fitzgerald Tamayo, LLC100
0.0% of portfolio›$590
Virginia Estate & Retirement Planning Advisors Inc.80
0.0% of portfolio›$478
Hilton Head Capital Partners, LLC67
0.0% of portfolio›$395
Rossby Financial, LCC66
0.0% of portfolio›$389
UMB Private Wealth Management, LLC65
0.0% of portfolio›$384
Tounjian Advisory Partners, LLC65
0.0% of portfolio›$385
Bay Harbor Wealth Management, LLC65
0.0% of portfolio›$384
Breakwater Investment Management64
0.0% of portfolio›$378
Proathlete Wealth Management LLC59
0.0% of portfolio›$348
Assetmark, Inc59
0.0% of portfolio›$348
Retirement Wealth Solutions LLC45
0.0% of portfolio›$266
DiNuzzo Private Wealth, Inc.44
0.0% of portfolio›$260
Valley National Advisers Inc40
0.0% of portfolio›$236
Cromwell Holdings LLC28
0.0% of portfolio›$165
Essential Investment Partners LLC20
0.0% of portfolio›$118
CoreCap Advisors, LLC19
0.0% of portfolio›$112
Capital Advisors, Ltd. LLC15
0.0% of portfolio›$0
Gilpin Wealth Management, LLC13
0.0% of portfolio›$77
MV Capital Management, Inc.13
0.0% of portfolio›$77
Compass Financial Management LLC9
0.0% of portfolio›$53
DecisionPoint Financial, LLC7
0.0% of portfolio›$43
RHL Group, LLC6
0.0% of portfolio›$35
Maryland Capital Advisors Inc.4
0.0% of portfolio›$24
Hughes Financial Services, LLC2
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
5,820,112$34.3M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
1,480,056$8.7M0.0%CoreLowDes Moines, IA2026-11-02
Continental Advisors LLC
1,268,891$7.5M3.2%YieldMediumPark City, UT2026-10-13
TSP Capital Management Group, LLC
1,161,168$6.9M1.7%Deep ValueVery LowSummit, NJ2026-10-15
Fideuram Asset Management (Ireland) dac
1,121,838$8.8M0.2%CoreHighDublin 1, Lithuania2026-10-29
Schwartz Investment Counsel Inc
1,000,000$5.9M0.2%GrowthMediumPlymouth, MI2026-10-26
Gilman Hill Asset Management, LLC
847,758$5.0M0.7%YieldMediumNew Canaan, CT2026-10-13
Commonwealth Equity Services, LLC
576,378$3.4M0.0%ETFLowWaltham, MA2026-11-02
Old National Bancorp
541,309$3.2M0.1%CoreLowEvansville, IN2026-10-20
Robeco Institutional Asset Management B.V.
490,608$2.9M0.0%CoreMediumRotterdam, Philippines2026-10-20
Collar Capital Management, LLC
481,357$2.8M1.7%ValueLowAppleton, WI2026-10-28
New York State Teachers Retirement System
385,680$2.3K0.0%CoreVery LowAlbany, NY2026-10-22
CWA Asset Management Group, LLC
330,791$2.0M0.1%CoreMediumNaples, FL2026-10-19
Exchange Traded Concepts, LLC
321,191$1.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Mirae Asset Global Investments Co., Ltd.
297,227$1.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Citigroup Inc
294,046$1.7M0.0%CoreMediumNew York, NY2026-11-04
Optimist Retirement Group LLC
290,795$1.7M0.7%ValueLowBellevue, WA2026-10-30
Tweedy, Browne Co LLC
277,955$1.6M0.1%Deep ValueLowStamford, CT2026-11-04
Arnhold LLC
271,020$1.6M0.1%GARPLowNew York, NY2026-10-26
Kestra Investment Management, LLC
246,159$1.5M0.0%ETFMediumAustin, TX2026-11-04
Y-Intercept (Hong Kong) Ltd
238,214$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Fulcrum Asset Management LLP
179,247$1.1M0.1%CoreMediumLondon, United Kingdom2026-11-04
Illinois Municipal Retirement Fund
166,585$982.9K0.0%CoreMediumOak Brook, IL2026-11-05
State of New Jersey Common Pension Fund D
160,891$949.3K0.0%CoreLowTrenton, NJ2026-11-05
Lido Advisors, LLC
159,171$939.1K0.0%GrowthLowLos Angeles, CA2026-11-04
1834 Investment Advisors Co
153,562$906.0K0.1%ValueLowMilwaukee, WI2026-10-16
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
152,665$900.7K0.0%CoreHighTurin, Latvia2026-10-22
Louisiana State Employees Retirement System
132,900$784.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Crossmark Global Holdings, Inc.
132,670$782.8K0.0%GARPMediumHouston, TX2026-10-21
Virginia Retirement Systems ET Al
126,902$748.7K0.0%CoreMediumRichmond, VA2026-10-28
SummerHaven Investment Management, LLC
116,648$688.2K0.4%Deep ValueHighStamford, CT2026-10-19
Simplex Trading, LLC
113,734$671.0K0.0%CoreVery HighChicago, IL2026-11-04
Cambridge Investment Research Advisors, Inc.
110,244$6500.0%ETFLowFairfield, IA2026-11-02
D.A. Davidson & Co.
108,026$637.4K0.0%CoreLowGreat Falls, MT2026-10-28
J. Safra Sarasin Holding AG
105,611$623.1K0.0%CoreMediumBasel, Switzerland2026-10-26
Hussman Strategic Advisors, Inc.
105,000$619.5K0.1%YieldVery HighEllicott City, MD2026-11-02
Waycross Investment Management Co
95,269$562.1K0.5%ETFLowBellingham, WA2026-10-14
Yousif Capital Management, LLC
95,124$561.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
88,036$519.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
DekaBank Deutsche Girozentrale
87,866$5280.0%CoreLowFrankfurt, Hong Kong2026-10-27
Amalgamated Bank
86,407$5100.0%CoreVery LowNew York, NY2026-10-23
Vontobel Holding Ltd.
84,920$501.0K0.0%CoreMediumZurich, Switzerland2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
73,483$433.6K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
70,012$413.1K0.0%IndexVery LowTigard, OR2026-10-30
Tred Avon Family Wealth, LLC
68,018$401.3K0.1%CoreLowEaston, MD2026-10-20
SBI Securities Co., Ltd.
64,812$382.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Planning
59,168$349.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
56,023$354.6K0.0%CoreLowPlymouth, MN2026-10-13
Pictet Asset Management Holding SA
53,543$315.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Miramontes Capital, LLC
52,776$311.4K0.1%GrowthVery LowNewport, CA2026-10-19
State of Alaska, Department of Revenue
52,394$3090.0%CoreVery LowJuneau, AK2026-10-15
Pacific Capital Wealth Advisors, Inc.
49,999$295.0K0.0%ETFLowCorona, CA2026-10-22
Accurate Wealth Management, LLC
49,790$303.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
Valeo Financial Advisors, LLC
46,271$273.0K0.0%ETFLowCarmel, IN2026-10-08
Arrow Investment Advisors, LLC
45,222$266.8K0.2%Agg GrowthMediumLaurel, MD2026-11-02
True Private Wealth Advisors
43,924$259.2K0.0%ETFMediumSalem, OR2026-10-19
Parsons Capital Management Inc
42,966$253.5K0.0%CoreLowProvidence, RI2026-10-28
Nisa Investment Advisors, LLC
40,038$236.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
MSH Capital Advisors LLC
39,468$232.9K0.0%CoreLowScottsdale, AZ2026-11-03
Mutual of America Capital Management LLC
38,683$228.2K0.0%IndexLowNew York, NY2026-10-23
Vise Technologies, Inc.
36,961$218.1K0.0%IndexLowNew York, NY2026-10-29
Oak Thistle LLC
36,204$213.6K0.0%ValueVery HighNew York, NY2026-10-21
Burney Co/
35,507$209.5K0.0%GARPMediumReston, VA2026-10-15
Park Avenue Securities LLC
35,475$2090.0%ETFMediumNew York, NY2026-10-26
Samalin Investment Counsel, LLC
34,654$204.5K0.1%YieldMediumChappaqua, NY2026-10-23
Kestra Advisory Services, LLC
33,414$197.1K0.0%CoreLowAustin, TX2026-11-02
Childress Capital Advisors, LLC
32,502$191.8K0.0%GARPMediumHouston, TX2026-10-28
Elevated Capital Advisors, LLC
32,228$190.1K0.1%ETFMediumSandy, UT2026-11-04
Provenance Wealth Advisors, LLC
32,000$188.8K0.0%ETFLowFort Lauderdale, FL2026-10-30
Abel Hall, LLC
30,919$182.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
Hoxton Planning & Management, LLC
29,041$171.3K0.0%ETFLowShepherdstown, WV2026-10-15
CIBC Asset Management Inc
28,743$169.6K0.0%GARPLowToronto, South Africa2026-11-05
Outlook Wealth Advisors, LLC
27,738$163.7K0.0%ETFMediumShenandoah, TX2026-10-28
Silverlake Wealth Management LLC
27,157$160.2K0.0%ETFLowWilliston, VT2026-10-21
Chicago Trust Co NA
24,181$142.7K0.0%CoreLowGrayslake, IL2026-10-28
Axxion S.A.
24,068$142.0K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Sumitomo Mitsui Trust Group, Inc.
23,783$140.3K0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Xponance LLC
22,637$133.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Net Worth Advisory Group
21,996$132.4K0.0%GARPMediumSandy, UT2026-10-20
Covestor Ltd
21,138$1250.0%ValueHighLondon, United Kingdom2026-10-30
StoneX Group Inc.
20,169$121.7K0.0%ETFMediumNew York, NY2026-11-03
Edmp, Inc.
19,862$117.2K0.1%YieldLowLutz, FL2026-10-22
VestGen Advisors, LLC
19,288$113.8K0.0%GrowthMediumChicago, IL2026-10-27
Cypress Point Wealth Management, LLC
19,275$113.7K0.0%ETFLowDallas, TX2026-11-03
Swiss Life Asset Management Ltd
18,914$111.6K0.0%CoreLowZurich, Switzerland2026-11-03
Ramsey Quantitative Systems
18,854$111.2K0.1%ETFLowLouisville, KY2026-10-22
Accel Wealth Management
18,603$109.8K0.0%ETFLowWaverly, IA2026-10-13
Principle Wealth Partners LLC
17,533$103.4K0.0%CoreVery LowMadison, CT2026-11-02
AlphaCore Capital LLC
16,628$98.1K0.0%ETFLowLa Jolla, CA2026-11-04
Tctc Holdings, LLC
16,100$95.0K0.0%ValueVery LowDallas, TX2026-11-02
Fifth Third Wealth Advisors LLC
15,430$91.0K0.0%IndexVery LowCincinnati, OH2026-10-22
Prospera Financial Services Inc
14,913$91.9K0.0%CoreMediumDallas, TX2026-11-04
Cidel Asset Management Inc
14,500$85.6K0.0%CoreMediumToronto, Australia2026-10-29
Founders Grove Wealth Partners, LLC
13,705$80.9K0.0%ETFLowRichmond, VA2026-10-16
Gibbs Wealth Management
13,567$80.0K0.0%CoreLowAlpharetta, GA2026-10-22
55 North Private Wealth, LLC
13,452$79.4K0.0%ETFLowWinter Park, FL2026-10-20
TPG Advisors LLC
13,347$78.7K0.0%ETFVery LowNorthfield, IL2026-10-16
Diversify Advisory Services, LLC
13,300$82.9K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
13,300$82.9K0.0%GrowthMediumSandy, UT2026-10-20
KBC Group NV
12,701$750.0%CoreMediumBrussels, Czech Republic2026-10-22
OpenArc Corporate Advisory, LLC
12,055$71.1K0.0%GrowthLowAtlanta, GA2026-10-21
Uhlmann Price Securities, LLC
12,000$70.8K0.0%Agg GrowthLowSkokie, IL2026-11-03
Atria Investments, Inc
12,000$70.8K0.0%CoreMediumCharlotte, NC2026-10-15
HB Wealth Management, LLC
11,935$37.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Wedmont Private Capital
11,589$73.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Curat Global, LLC
10,970$64.7K0.1%CoreMediumSpringfield, NH2026-10-26
Peak Wealth Management LLC
10,500$65.2K0.0%ETFMediumNashua, NH2026-10-26
Imc-Chicago, LLC
10,167$60.0K0.0%GARPVery HighChicago, IL2026-11-05
Procyon Advisors, LLC
10,138$59.8K0.0%CoreVery LowShelton, CT2026-10-21
Davenport & Co LLC
10,075$59.4K0.0%CoreMediumRichmond, VA2026-10-14
Avidian Wealth Enterprises, LLC
10,037$59.2K0.0%ETFLowHouston, TX2026-10-08
Pinnacle Wealth Planning Services, Inc.
9,480$55.9K0.0%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
9,124$53.8K0.0%IndexVery LowFoster City, CA2026-10-08
State of Wyoming
8,930$52.7K0.0%ValueHighCheyenne, WY2026-10-28
Sterling Capital Management LLC
8,863$52.3K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
8,200$48.4K0.0%GrowthLowTampa, FL2026-10-16
Kentucky Trust Co
7,344$43.3K0.0%CoreVery LowDanville, KY2026-10-15
Summit Securities Group LLC
7,300$43.1K0.0%CoreVery HighNew York, NY2026-11-05
Kelleher Financial Advisors
6,036$35.6K0.0%CoreMediumNew York, NY2026-10-30
Farmers & Merchants Investments Inc
5,661$33.4K0.0%CoreVery LowLincoln, NE2026-10-22
Caitong International Asset Management Co., Ltd
4,541$26.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Strs Ohio
4,261$25.1K0.0%CoreMediumColumbus, OH2026-10-30
Larson Financial Group LLC
3,490$20.6K0.0%GrowthLowSt Louis, MO2026-11-05
Ascentis Independent Advisors
3,389$20.0K0.0%ETFLowDallas, TX2026-11-03
Alpine Bank Wealth Management
3,193$18.8K0.0%ETFHighGrand Junction, CO2026-10-16
Signaturefd, LLC
2,863$16.9K0.0%IndexLowAtlanta, GA2026-10-23
WPG Advisers, LLC
2,840$16.8K0.0%CoreLowBaltimore, MD2026-10-27
Investors Research Corp
2,700$15.9K0.0%ETFLowAtlanta, GA2026-10-07
Wilmington Savings Fund Society, FSB
2,500$14.8K0.0%CoreLowWilmington, DE2026-10-23
Hickory Point Bank & Trust
2,500$14.8K0.0%CoreVery LowDecatur, IL2026-10-01
Mather Group, Llc.
2,436$14.4K0.0%ETFMediumChicago, IL2026-10-14
Blue Trust, Inc.
2,242$13.2K0.0%ETFLowBrentwood, TN2026-10-15
Caldwell Trust Co
2,103$12.4K0.0%GrowthLowVenice, FL2026-10-30
GHP Investment Advisors, Inc.
1,972$11.6K0.0%CoreVery LowDenver, CO2026-10-15
Parallel Advisors, LLC
1,688$10.0K0.0%IndexLowSan Francisco, CA2026-11-03
Parkside Financial Bank & Trust
1,547$9.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
1,512$8.9K0.0%IndexLowSan Francisco, CA2026-10-08
TD Waterhouse Canada Inc.
1,503$9.0K0.0%CoreLowToronto, Australia2026-10-16
Financial Consulate, Inc
1,500$8.9K0.0%ETFLowHunt Valley, MD2026-10-23
Brown, Lisle Ings, Inc.
1,442$8.5K0.0%CoreVery LowProvidence, RI2026-10-16
Triumph Capital Management
1,400$8.3K0.0%ETFMediumDenver, CO2026-10-14
EverSource Wealth Advisors, LLC
1,132$6.7K0.0%CoreMediumBirmingham, AL2026-11-04
Fortitude Family Office, LLC
1,099$6.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Cedar Mountain Advisors, LLC
1,054$6.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
Pinnacle Bancorp, Inc.
1,000$5.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Cassaday & Co Wealth Management LLC
1,000$5.9K0.0%ETFVery LowMclean, VA2026-10-27
TD Private Client Wealth LLC
991$5.8K0.0%ETFLowNew York, NY2026-10-28
Silver Grove Financial Group, Inc.
969$5.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Root Financial Partners, LLC
905$5.3K0.0%ETFMediumEncinitas, CA2026-10-21
Highline Wealth Partners LLC
872$5.1K0.0%ETFMediumSherman Oaks, CA2026-10-19
Toth Financial Advisory Corp
800$4.7K0.0%CoreLowLeesburg, VA2026-10-08
Bell Investment Advisors, Inc
797$4.7K0.0%ETFVery LowOrinda, CA2026-10-29
Manchester Capital Management LLC
759$4.5K0.0%CoreLowManchester, VT2026-10-22
Private Trust Co NA
733$4.3K0.0%CoreLowCleveland, OH2026-10-20
Richardson Financial Services Inc.
630$3.7K0.0%GrowthMediumMedway, MA2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
600$3.5K0.0%GrowthMediumZurich, Switzerland2026-10-29
Oakworth Capital, Inc.
600$3.5K0.0%ETFLowBirmingham, AL2026-10-26
Grove Bank & Trust
509$3.0K0.0%ETFLowMiami, FL2026-10-08
SJS Investment Consulting Inc.
497$2.9K0.0%ETFVery LowSylvania, OH2026-10-26
City State Bank
495$2.9K0.0%GrowthVery LowNorwalk, IA2026-10-20
Lodestone Wealth Management LLC
451$2.7K0.0%CoreLowSpokane, WA2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
429$2.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Signature Resources Capital Management, LLC
336$2.0K0.0%ETFLowNewport Beach, CA2026-10-16
Mosley Wealth Management
300$1.9K0.0%ETFHighAnaheim, CA2026-10-16
Gables Capital Management Inc.
300$1.8K0.0%GrowthVery LowMiami, FL2026-11-04
Meriwether Wealth & Planning, LLC
260$1.5K0.0%ETFMediumMinden, LA2026-10-13
Creative Capital Management Investments LLC
244$1.4K0.0%ETFLowSan Diego, CA2026-10-28
Noble Wealth Management PBC
240$1.4K0.0%YieldMediumGreenwood Village, CO2026-10-01
Signature Equity Partners, LLC
238$1.4K0.0%GrowthMediumColumbus, OH2026-10-29
Latitude Advisors, LLC
231$1.4K0.0%ETFLowYorkville, IL2026-10-27
Salomon & Ludwin, LLC
202$1.2K0.0%ETFVery LowRichmond, VA2026-10-29
Bare Financial Services, Inc
191$1.1K0.0%ETFVery LowGap, PA2026-11-04
Financial Network Wealth Advisors LLC
162$9560.0%ETFLowMurray, UT2026-10-28
RMG Wealth Management LLC
122$7850.0%ETFVery HighPlatteville, WI2026-10-26
MassMutual Private Wealth & Trust, FSB
113$6670.0%CoreLowSpringfield, MA2026-10-05
JFS Wealth Advisors, LLC
101$5960.0%ETFVery LowHermitage, PA2026-11-03
Moisand Fitzgerald Tamayo, LLC
100$5900.0%ETFVery LowOrlando, FL2026-10-15
Virginia Estate & Retirement Planning Advisors Inc.
80$4780.0%ETFLowGlen Allen, VA2026-10-14
Hilton Head Capital Partners, LLC
67$3950.0%CoreMediumHilton Head Island, SC2026-10-23
Rossby Financial, LCC
66$3890.0%ETFMediumMelbourne, FL2026-11-05
UMB Private Wealth Management, LLC
65$3840.0%GrowthN/AKansas City, MO2026-10-19
Tounjian Advisory Partners, LLC
65$3850.0%GrowthHighFort Myers, FL2026-11-04
Bay Harbor Wealth Management, LLC
65$3840.0%ETFMediumHunt Valley, MD2026-11-03
Breakwater Investment Management
64$3780.0%ETFLowSeattle, WA2026-10-20
Proathlete Wealth Management LLC
59$3480.0%ETFVery LowBoca Raton, FL2026-10-15
Assetmark, Inc
59$3480.0%ETFLowConcord, CA2026-10-21
Retirement Wealth Solutions LLC
45$2660.0%ETFLowMarshfield, WI2026-10-07
DiNuzzo Private Wealth, Inc.
44$2600.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
40$2360.0%ETFLowBethlehem, PA2026-10-23
Cromwell Holdings LLC
28$1650.0%IndexLowJackson, WY2026-10-28
Essential Investment Partners LLC
20$1180.0%GrowthLowEnglewood, CO2026-10-27
CoreCap Advisors, LLC
19$1120.0%ETFMediumSouthfield, MI2026-10-08
Capital Advisors, Ltd. LLC
15$00.0%ETFLowShaker Heights, OH2026-10-27
Gilpin Wealth Management, LLC
13$770.0%GrowthLowDenver, CO2026-10-09
MV Capital Management, Inc.
13$770.0%ETFLowBethesda, MD2026-10-29
Compass Financial Management LLC
9$530.0%CoreN/ATampa, FL2026-10-30
DecisionPoint Financial, LLC
7$430.0%ETFVery LowMesa, AZ2026-10-27
RHL Group, LLC
6$350.0%ETFVery HighHolly, MI2026-11-04
Maryland Capital Advisors Inc.
4$240.0%ETFVery LowChester, MD2026-10-15
Hughes Financial Services, LLC
2$120.0%ETFLowHerndon, VA2026-10-30