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Weyerhaeuser Co (WY)

CUSIP: 962166104 | NYSE | Real Estate · REIT - Specialty | Large Cap | 3121 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock, Inc.68,999,3469.6%New 5%+ stakeSep 30, 202669,464,876 sh (Jun 30, 2026)
13G/ABlackRock, Inc.68,999,346
9.6% of class · Sep 30, 2026New 5%+ stake
69,464,876 sh (Jun 30, 2026)

Institutional Holders — Q3 2026

Bank of New York Mellon Corp24,109,494
0.1% of portfolio›$459.3M
Allspring Global Investments Holdings, LLC11,760,600
0.3% of portfolio›$218.6M
Pictet Asset Management Holding SA4,074,085
0.1% of portfolio›$77.6M
Principal Financial Group Inc3,723,311
0.0% of portfolio›$70.9M
Vontobel Holding Ltd.3,496,317
0.2% of portfolio›$66.6M
M&G Plc3,202,041
0.3% of portfolio›$60.8M
Davenport & Co LLC2,559,313
0.2% of portfolio›$49.1M
Munich Reinsurance Co Stock Corp in Munich1,804,788
0.8% of portfolio›$34.4M
Mitsubishi UFJ Asset Management Co., Ltd.1,800,397
0.0% of portfolio›$34.3M
Citigroup Inc1,554,881
0.0% of portfolio›$29.6M
Exchange Traded Concepts, LLC1,503,570
0.1% of portfolio›$28.6M
DekaBank Deutsche Girozentrale1,472,399
0.0% of portfolio›$28.8K
Sumitomo Mitsui Trust Group, Inc.1,385,158
0.0% of portfolio›$26.4M
AIA Group Ltd1,162,608
0.3% of portfolio›$22.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,090,292
0.6% of portfolio›$20.8M
Swedbank AB990,974
0.0% of portfolio›$18.9M
O'Keefe Stevens Advisory, Inc.891,666
3.5% of portfolio›$17.0M
Pacific Heights Asset Management LLC750,000
0.5% of portfolio›$14.3M
Cantor Fitzgerald Investment Advisors L.P.691,952
0.7% of portfolio›$13.2M
Cultivar Capital, Inc.653,885
7.8% of portfolio›$12.5M
Grandfield & Dodd, LLC631,188
0.6% of portfolio›$12.0M
Dimensional Fund Advisors LP620,956
0.0% of portfolio›$11.8M
Allen Mooney & Barnes Investment Advisors LLC585,560
1.7% of portfolio›$11.2M
Marathon Asset Management Ltd565,121
0.5% of portfolio›$10.8M
Wilkins Investment Counsel Inc558,875
1.4% of portfolio›$10.6M
New York State Teachers Retirement System546,289
0.0% of portfolio›$10.4K
Retirement Systems of Alabama545,816
0.0% of portfolio›$10.4M
Parcion Private Wealth LLC505,063
0.5% of portfolio›$9.6M
US Bancorp \de\497,294
0.0% of portfolio›$9.5M
State of Alaska, Department of Revenue429,565
0.0% of portfolio›$8.2K
Firetrail Investments PTY LTD397,430
2.1% of portfolio›$7.6M
Pekin Hardy Strauss, Inc.351,099
0.6% of portfolio›$6.7M
Pinnacle Associates LTD342,493
0.1% of portfolio›$6.5M
Inspire Trust Co, N.A.325,000
0.8% of portfolio›$6.2M
Asset Management One Co., Ltd.315,109
0.0% of portfolio›$6.0M
Neos Investment Management LLC308,198
0.0% of portfolio›$5.9M
Oak Thistle LLC291,000
0.5% of portfolio›$5.5M
Swiss Life Asset Management Ltd277,861
0.0% of portfolio›$5.3M
Bfsg, LLC274,390
0.5% of portfolio›$5.2M
L. Roy Papp & Associates, LLP272,920
0.5% of portfolio›$5.2M
Intact Investment Management Inc.257,040
0.1% of portfolio›$4.9M
Illinois Municipal Retirement Fund254,660
0.1% of portfolio›$4.9M
Sarasin & Partners LLP247,152
0.1% of portfolio›$4.7M
MacKenzie Financial Corp242,503
0.0% of portfolio›$4.6M
Adams Asset Advisors, LLC229,236
0.4% of portfolio›$4.4M
Thrivent Financial for Lutherans228,242
0.0% of portfolio›$4.3K
D.A. Davidson & Co.226,705
0.0% of portfolio›$4.3M
State of New Jersey Common Pension Fund D225,955
0.0% of portfolio›$4.3M
Baugh & Associates, LLC222,873
1.7% of portfolio›$3.7M
DE Burlo Group Inc222,000
0.7% of portfolio›$4.2M
Blume Capital Management, Inc.215,886
0.6% of portfolio›$4.1M
Xponance LLC214,083
0.0% of portfolio›$4.1M
Cambridge Investment Research Advisors, Inc.209,381
0.0% of portfolio›$4.0K
Uncommon Cents Investing Inc209,355
0.9% of portfolio›$4.0M
ProShare Advisors LLC208,181
0.0% of portfolio›$4.0M
Czech National Bank207,085
0.0% of portfolio›$3.9M
Markel Group Inc.202,000
0.0% of portfolio›$3.8M
Mirae Asset Global Investments Co., Ltd.197,579
0.0% of portfolio›$3.8M
Arizona State Retirement System196,928
0.0% of portfolio›$3.8M
Levin Capital Strategies, L.P.191,750
0.3% of portfolio›$3.7M
State of Michigan Retirement System181,077
0.0% of portfolio›$3.4M
Assenagon Asset Management S.A.180,985
0.0% of portfolio›$3.4M
SFE Investment Counsel173,510
0.4% of portfolio›$3.3M
CIBC Asset Management Inc170,441
0.0% of portfolio›$3.2M
Everett Harris & Co170,137
0.0% of portfolio›$3.2M
IFM Investors Pty Ltd159,505
0.0% of portfolio›$3.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS159,235
0.0% of portfolio›$3.0M
Barings LLC143,864
0.0% of portfolio›$2.7M
Chesley Taft & Associates LLC141,223
0.1% of portfolio›$2.7M
Daiwa Securities Group Inc.141,041
0.0% of portfolio›$2.7M
SEB Asset Management AB130,879
0.0% of portfolio›$2.5M
Fideuram Asset Management (Ireland) dac130,783
0.1% of portfolio›$3.2M
Rakuten Investment Management, Inc.129,384
0.0% of portfolio›$2.5M
Convergence Investment Partners, LLC126,967
0.2% of portfolio›$2.4M
Clifford Swan Investment Counsel LLC124,441
0.1% of portfolio›$2.4M
Baker Ellis Asset Management LLC123,436
0.3% of portfolio›$2.4M
Amalgamated Bank120,055
0.0% of portfolio›$2.3K
Chicago Partners Investment Group LLC112,921
0.0% of portfolio›$2.2M
Yousif Capital Management, LLC107,088
0.0% of portfolio›$2.0M
Fiduciary Alliance LLC106,780
0.2% of portfolio›$2.0M
Azzad Asset Management Inc103,190
0.2% of portfolio›$2.0M
Atria Investments, Inc102,657
0.0% of portfolio›$2.0M
Oppenheimer & Co Inc102,503
0.0% of portfolio›$2.0M
Imc-Chicago, LLC102,145
0.0% of portfolio›$1.9M
New York Life Investment Management LLC100,361
0.0% of portfolio›$1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd95,342
0.0% of portfolio›$1.8M
Fjarde Ap-Fonden TH Swedish National Pension Fund94,292
0.0% of portfolio›$1.8M
Accordant Advisory Group Inc93,592
1.1% of portfolio›$1.8M
UniSuper Management Pty Ltd93,018
0.0% of portfolio›$1.8M
Prospera Financial Services Inc90,821
0.0% of portfolio›$1.8M
Larson Financial Group LLC90,218
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC90,129
0.0% of portfolio›$1.7M
Sowell Financial Services LLC88,680
0.1% of portfolio›$1.7M
Oregon Public Employees Retirement Fund88,661
0.0% of portfolio›$1.7M
Northside Capital Management, LLC87,755
0.1% of portfolio›$1.7M
Robertson Stephens Wealth Management, LLC84,123
0.0% of portfolio›$1.6M
Montag A & Associates Inc82,226
0.1% of portfolio›$1.6M
Argyle Capital Management, LLC81,720
0.4% of portfolio›$1.6M
OP Asset Management Ltd81,069
0.0% of portfolio›$1.5M
Slocum, Gordon & Co LLP79,632
1.1% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd78,276
0.0% of portfolio›$1.5M
Truist Financial Corp74,176
0.0% of portfolio›$1.4M
Cohen Capital Management, Inc.73,840
0.2% of portfolio›$1.4M
Ethic Inc.73,763
0.0% of portfolio›$1.4M
Mutual of America Capital Management LLC73,716
0.0% of portfolio›$1.4M
KBC Group NV73,707
0.0% of portfolio›$1.4K
Creative Planning73,507
0.0% of portfolio›$1.4M
American Assets Investment Management, LLC70,000
0.1% of portfolio›$1.3M
Strs Ohio69,804
0.0% of portfolio›$1.3M
Hedges Asset Management LLC68,750
0.9% of portfolio›$1.3M
First Heartland Consultants, Inc.68,551
0.1% of portfolio›$1.3M
Marathon Capital Management67,574
0.3% of portfolio›$1.3M
Commonwealth Equity Services, LLC67,273
0.0% of portfolio›$1.3M
Creative Financial Designs Inc66,548
0.1% of portfolio›$1.3M
Shrier Wealth Management, LLC65,909
0.4% of portfolio›$1.3M
180 Wealth Advisors, LLC63,378
0.1% of portfolio›$1.2M
Nisa Investment Advisors, LLC60,739
0.0% of portfolio›$1.2M
Granite Investment Partners, LLC60,726
0.1% of portfolio›$1.2M
Guinness Asset Management LTD59,759
0.0% of portfolio›$1.1M
BI Asset Management Fondsmaeglerselskab A/S58,964
0.0% of portfolio›$1.1K
Union Bancaire Privee, UBP SA56,563
0.0% of portfolio›$1.1M
Greenfield Seitz Capital Management, LLC56,135
0.3% of portfolio›$1.1M
Raiffeisen Bank International AG55,267
0.0% of portfolio›$1.1M
Gulf International Bank (UK) Ltd54,904
0.0% of portfolio›$1.0K
Sentinel Trust Co LBA52,576
0.0% of portfolio›$1.0K
HB Wealth Management, LLC51,770
0.0% of portfolio›$986.2K
Radnor Capital Management, LLC48,188
0.1% of portfolio›$918.0K
Meridian Investment Counsel Inc.47,406
0.2% of portfolio›$903.1K
Knights of Columbus Asset Advisors LLC46,056
0.0% of portfolio›$877.4K
MGO One Seven LLC44,956
0.0% of portfolio›$856.4K
ABN Amro Investment Solutions44,654
0.0% of portfolio›$850.7K
Maryland State Retirement & Pension System44,615
0.0% of portfolio›$849.9K
Alps Advisors Inc44,170
0.0% of portfolio›$841.4K
Kestra Advisory Services, LLC43,252
0.0% of portfolio›$824.0K
Xcel Wealth Management, LLC42,380
0.2% of portfolio›$807.3K
Curbstone Financial Management Corp42,218
0.1% of portfolio›$804.3K
Cohen Klingenstein LLC41,315
0.0% of portfolio›$787.1K
Associated Banc-Corp39,166
0.0% of portfolio›$746.1K
Hartford Investment Management Co38,876
0.0% of portfolio›$740.6K
Crossmark Global Holdings, Inc.37,796
0.0% of portfolio›$720.0K
Crestwood Advisors Group, LLC37,660
0.0% of portfolio›$717.4K
Van Cleef Asset Management,Inc36,757
0.1% of portfolio›$700.2K
New Mexico Educational Retirement Board35,819
0.0% of portfolio›$682
Louisiana State Employees Retirement System35,400
0.0% of portfolio›$674.4K
Tokio Marine Asset Management Co LTD35,157
0.0% of portfolio›$669.7K
Trust Co of Toledo NA34,717
0.1% of portfolio›$661.4K
Home Federal Bank of Tennessee34,017
0.1% of portfolio›$648.0K
Register Financial Advisors LLC33,978
0.2% of portfolio›$647.3K
Regions Financial Corp33,881
0.0% of portfolio›$645.4K
AlphaCore Capital LLC33,448
0.0% of portfolio›$637.2K
111 Capital33,251
0.1% of portfolio›$633.4K
J.W. Cole Advisors, Inc.33,021
0.0% of portfolio›$629.0K
Keybank National Association32,951
0.0% of portfolio›$627.7K
Midwest Trust Co30,943
0.0% of portfolio›$589.5K
V-Square Quantitative Management LLC30,581
0.1% of portfolio›$582.6K
Chatham Capital Group, Inc.30,575
0.1% of portfolio›$582.5K
Values First Advisors, Inc.30,053
0.3% of portfolio›$572.5K
Cascade Investment Advisors, Inc.28,960
0.3% of portfolio›$551.7K
Patten & Patten Inc28,632
0.0% of portfolio›$545.4K
Woodmont Investment Counsel LLC28,400
0.0% of portfolio›$541.0K
Cullen Investment Group, Ltd.28,033
0.1% of portfolio›$530.9K
Montgomery Investment Management Inc27,379
0.2% of portfolio›$521.6K
Burns Matteson Capital Management, LLC27,145
0.2% of portfolio›$517.1K
Mirador Capital Partners LP26,563
0.1% of portfolio›$506.0K
Biltmore Wealth Management, LLC25,970
0.2% of portfolio›$494.7K
Wealth Effects LLC25,000
0.1% of portfolio›$476.3K
Howland Capital Management LLC24,658
0.0% of portfolio›$469.7K
Fulcrum Asset Management LLP24,468
0.0% of portfolio›$478.3K
Wakefield Asset Management Lllp23,739
0.1% of portfolio›$452.2K
Lynx Investment Advisory23,343
0.1% of portfolio›$444.7K
E. Ohman J:or Asset Management AB22,900
0.0% of portfolio›$436.2K
TSP Capital Management Group, LLC22,811
0.1% of portfolio›$434.6K
B. Metzler seel. Sohn & Co. AG22,804
0.0% of portfolio›$434.4K
Ag2r LA Mondiale Gestion D'actifs22,669
0.0% of portfolio›$431.8K
Edgemoor Investment Advisors, Inc.22,431
0.0% of portfolio›$427.3K
North Dakota State Investment Board22,056
0.0% of portfolio›$420.2K
PensionDanmark Pensionsforsikringsaktieselskab20,880
0.0% of portfolio›$397.8K
Sterling Capital Management LLC20,818
0.0% of portfolio›$396.6K
Central Trust Co20,801
0.0% of portfolio›$396.3K
Fifth Third Bancorp20,450
0.0% of portfolio›$389.6K
Congress Park Capital LLC20,271
0.1% of portfolio›$386.2K
Murphy Pohlad Asset Management LLC20,090
0.1% of portfolio›$382.7K
Mengis Capital Management, Inc.19,816
0.1% of portfolio›$377.5K
Wilmington Savings Fund Society, FSB19,805
0.0% of portfolio›$377.3K
Manchester Capital Management LLC19,740
0.1% of portfolio›$376.0K
Mission Wealth Management, LP19,441
0.0% of portfolio›$370.4K
Praxis Investment Management Inc19,396
0.0% of portfolio›$369
King Luther Capital Management Corp19,201
0.0% of portfolio›$365.8K
Convergence Financial, LLC19,149
0.1% of portfolio›$364.8K
Towne Trust Company, N.a19,020
0.1% of portfolio›$362.3K
Guyasuta Investment Advisors Inc18,814
0.0% of portfolio›$358.4K
Cullen T Bankers, Inc.18,777
0.0% of portfolio›$357.7K
Curat Global, LLC18,560
0.3% of portfolio›$353.6K
Patten Group, Inc.18,344
0.1% of portfolio›$349.5K
First Pacific Financial18,239
0.0% of portfolio›$347.4K
AMG National Trust Bank18,174
0.0% of portfolio›$346.2K
Adkins Seale Capital Management LLC18,080
0.3% of portfolio›$344.4K
TT Capital Management LLC17,875
0.2% of portfolio›$340.5K
Soltis Investment Advisors LLC17,804
0.0% of portfolio›$339.2K
Anchyra Partners LLC17,356
0.1% of portfolio›$330.6K
Farther Finance Advisors, LLC17,284
0.0% of portfolio›$329.3K
North Forty Two & Co.17,261
0.3% of portfolio›$328.8K
Summit Securities Group LLC15,935
0.0% of portfolio›$303.6K
Avior Wealth Management, LLC15,464
0.0% of portfolio›$294.6K
Tema Etfs LLC15,411
0.0% of portfolio›$293.6K
Viewpoint Investment Partners Corp15,300
0.1% of portfolio›$291.5K
Wedbush Securities Inc15,109
0.0% of portfolio›$288
Quadrant Capital Group LLC14,944
0.0% of portfolio›$283.5K
CenterBook Partners LP14,564
0.0% of portfolio›$277.4K
SeaCrest Wealth Management, LLC14,067
0.0% of portfolio›$268.0K
Cidel Asset Management Inc13,719
0.0% of portfolio›$261.4K
Sky Investment Group LLC13,677
0.0% of portfolio›$260.5K
Courier Capital LLC13,446
0.0% of portfolio›$256.2K
Profund Advisors LLC13,401
0.0% of portfolio›$255.3K
Forbes J M & Co LLP13,356
0.0% of portfolio›$254.4K
Mesirow Financial Investment Management, Inc.13,345
0.0% of portfolio›$254.2K
True Private Wealth Advisors13,224
0.0% of portfolio›$251.9K
Baldwin Wealth Partners LLC13,079
0.0% of portfolio›$249.2K
Fifth Third Wealth Advisors LLC12,877
0.0% of portfolio›$245.3K
Oslo Pensjonsforsikring AS12,769
0.0% of portfolio›$243.2K
Alpha Omega Wealth Management LLC12,617
0.0% of portfolio›$240.4K
Venture Visionary Partners LLC12,541
0.0% of portfolio›$238.9K
Oppenheimer Asset Management Inc.12,513
0.0% of portfolio›$238.4K
Pine Haven Investment Counsel, Inc12,490
0.2% of portfolio›$237.9K
Diversified Investment Strategies, LLC12,460
0.2% of portfolio›$237.4K
NTV Asset Management LLC12,070
0.0% of portfolio›$229.9K
Cordoba Advisory Partners LLC11,814
0.0% of portfolio›$225.0K
Heritage Wealth Management, Inc.11,580
0.1% of portfolio›$220.6K
NovaPoint Capital, LLC11,540
0.0% of portfolio›$219.8K
Badgley Phelps Wealth Managers, LLC11,382
0.0% of portfolio›$216.8K
Sigma Planning Corp11,374
0.0% of portfolio›$216.7K
LDR Capital Management LLC11,283
0.3% of portfolio›$214.9K
Greatmark Investment Partners, Inc.11,000
0.0% of portfolio›$209.6K
Mystic Asset Management, Inc.10,886
0.0% of portfolio›$207.4K
Concurrent Investment Advisors, LLC10,651
0.0% of portfolio›$202.9K
XML Financial, LLC10,650
0.0% of portfolio›$202.9K
Elevatus Welath Management10,649
0.0% of portfolio›$202.9K
IFP Advisors, Inc10,620
0.0% of portfolio›$202.3K
Parsons Capital Management Inc10,475
0.0% of portfolio›$199.5K
Alpine Bank Wealth Management10,000
0.0% of portfolio›$190.5K
Chilton Capital Management LLC10,000
0.0% of portfolio›$190.5K
Winebrenner Capital Management LLC10,000
0.1% of portfolio›$190.5K
Avanza Fonder AB9,588
0.0% of portfolio›$182.7K
Cassaday & Co Wealth Management LLC9,576
0.0% of portfolio›$182.4K
Gamma Investing LLC8,396
0.0% of portfolio›$160.0K
Trust Co of Vermont8,353
0.0% of portfolio›$159.1K
Bokf, NA8,216
0.0% of portfolio›$156.5K
S.A. Mason LLC7,920
0.0% of portfolio›$150.9K
Blue Trust, Inc.7,580
0.0% of portfolio›$144.4K
Parallel Advisors, LLC6,872
0.0% of portfolio›$130.9K
Kentucky Trust Co6,690
0.1% of portfolio›$127.4K
Hilltop National Bank6,469
0.0% of portfolio›$123.2K
Hanson & Doremus Investment Management5,944
0.0% of portfolio›$113
Livforsakringsbolaget Skandia, Omsesidigt5,557
0.0% of portfolio›$105.9K
Assetmark, Inc5,506
0.0% of portfolio›$104.9K
Spirit of America Management Corp5,300
0.0% of portfolio›$101.0K
Bayforest Capital Ltd5,046
0.1% of portfolio›$96.1K
Hartford Financial Management Inc.5,045
0.0% of portfolio›$96.1K
Caldwell Trust Co4,775
0.0% of portfolio›$91.0K
Valley National Advisers Inc4,207
0.0% of portfolio›$80.1K
CX Institutional4,184
0.0% of portfolio›$80
Loring Wolcott & Coolidge Fiduciary Advisors LLP4,000
0.0% of portfolio›$76.2K
Signaturefd, LLC3,995
0.0% of portfolio›$76.1K
Deseret Mutual Benefit Administrators3,957
0.0% of portfolio›$75.4K
Ares Financial Consulting, LLC3,906
0.1% of portfolio›$74.4K
Parkside Financial Bank & Trust3,768
0.0% of portfolio›$71.8K
Essential Investment Partners LLC3,585
0.0% of portfolio›$68.3K
Kimelman & Baird, LLC3,413
0.0% of portfolio›$65.0K
Spire Wealth Management3,395
0.0% of portfolio›$64.7K
TD Waterhouse Canada Inc.3,137
0.0% of portfolio›$58.3K
Cedar Mountain Advisors, LLC2,987
0.0% of portfolio›$56.9K
FNY Investment Advisers, LLC2,980
0.0% of portfolio›$56
Mather Group, Llc.2,640
0.0% of portfolio›$50.3K
Jacobi Capital Management LLC2,586
0.0% of portfolio›$49.3K
Hickory Point Bank & Trust2,328
0.0% of portfolio›$44.3K
MassMutual Private Wealth & Trust, FSB2,254
0.0% of portfolio›$42.9K
CoreCap Advisors, LLC2,240
0.0% of portfolio›$42.7K
EverSource Wealth Advisors, LLC2,200
0.0% of portfolio›$41.9K
Highline Wealth Partners LLC2,085
0.0% of portfolio›$39.7K
Meriwether Wealth & Planning, LLC2,000
0.0% of portfolio›$38.1K
Lanark Financial, Inc.1,904
0.0% of portfolio›$36.3K
Elyxium Wealth, LLC1,870
0.0% of portfolio›$35.6K
Lloyd Advisory Services, Llc.1,816
0.0% of portfolio›$34.6K
City State Bank1,805
0.0% of portfolio›$34.4K
Community Financial Services Group, LLC1,736
0.0% of portfolio›$32.3K
Bayban1,729
0.0% of portfolio›$41.4K
Nfsg Corp1,704
0.0% of portfolio›$32.5K
Washington Trust Advisors, Inc.1,653
0.0% of portfolio›$31.5K
North Star Investment Management Corp.1,643
0.0% of portfolio›$31.3K
Hoese & Co LLP1,600
0.0% of portfolio›$30.5K
Costello Asset Management, Inc1,490
0.0% of portfolio›$28.4K
Compass Financial Management LLC1,486
0.0% of portfolio›$28.3K
Bank Julius Baer & Co. Ltd, Zurich1,470
0.0% of portfolio›$28.0K
Peoples Financial Services Corp.1,430
0.0% of portfolio›$27.2K
Pflug Koory, LLC1,408
0.0% of portfolio›$26.8K
Asset Dedication, LLC1,352
0.0% of portfolio›$25.8K
Cherry Tree Wealth Management, LLC1,256
0.0% of portfolio›$23.9K
Provenance Wealth Advisors, LLC1,235
0.0% of portfolio›$23.5K
Cromwell Holdings LLC1,221
0.0% of portfolio›$23.3K
Tradewinds Capital Management, LLC1,198
0.0% of portfolio›$22.8K
Private Trust Co NA1,156
0.0% of portfolio›$22.0K
CGC Financial Services, LLC1,130
0.0% of portfolio›$21.5K
Lodestone Wealth Management LLC1,117
0.0% of portfolio›$21.3K
Harbor Investment Advisory, LLC1,036
0.0% of portfolio›$19.7K
Southern Michigan Bank & Trust1,000
0.0% of portfolio›$19.1K
Northstar Asset Management Co1,000
0.0% of portfolio›$19.0K
Maryland Capital Advisors Inc.979
0.0% of portfolio›$18.7K
Archer Investment Corp964
0.0% of portfolio›$18.4K
Adirondack Trust Co960
0.0% of portfolio›$18.3K
Private Wealth Management Group, LLC881
0.0% of portfolio›$16.8K
Blueline Advisors LLC861
0.0% of portfolio›$16.4K
Pinnacle Wealth Planning Services, Inc.826
0.0% of portfolio›$15.7K
Nemes Rush Group LLC800
0.0% of portfolio›$15.2K
Eastern Bank787
0.0% of portfolio›$15.0K
Physician Wealth Advisors, Inc.776
0.0% of portfolio›$14.8K
Versant Capital Management, Inc773
0.0% of portfolio›$14.7K
Caitong International Asset Management Co., Ltd763
0.0% of portfolio›$14.5K
First Bancorp, Inc720
0.0% of portfolio›$13.7K
Beacon Investment Advisory Services, Inc.720
0.0% of portfolio›$13.7K
Rossby Financial, LCC715
0.0% of portfolio›$13.6K
Global Trust Asset Management, LLC707
0.0% of portfolio›$13.5K
MTM Investment Management, LLC700
0.0% of portfolio›$13.3K
Creative Capital Management Investments LLC628
0.0% of portfolio›$12.0K
Monetary Solutions, Ltd610
0.0% of portfolio›$11.6K
Financial Perspectives, Inc590
0.0% of portfolio›$11.2K
Barnes Dennig Private Wealth Management LLC572
0.0% of portfolio›$10.9K
Barrett & Company, Inc.561
0.0% of portfolio›$10.7K
Advocate Investing Services LLC510
0.0% of portfolio›$9.7K
Canton Hathaway, LLC500
0.0% of portfolio›$9.5K
Farmers & Merchants Investments Inc495
0.0% of portfolio›$9.4K
Pension & Wealth Management Advisors, Inc.487
0.0% of portfolio›$9.3K
Hoey Investments, Inc480
0.0% of portfolio›$9.1K
Bangor Savings Bank464
0.0% of portfolio›$8.8K
Nvwm, LLC453
0.0% of portfolio›$8.6K
GHP Investment Advisors, Inc.441
0.0% of portfolio›$8.4K
Armstrong Advisory Group, Inc400
0.0% of portfolio›$7.6K
Rosenberg Matthew Hamilton376
0.0% of portfolio›$7.2K
Putney Financial Group LLC352
0.0% of portfolio›$6.7K
Next Level Wealth Planning, LLC351
0.0% of portfolio›$6.7K
TD Private Client Wealth LLC350
0.0% of portfolio›$6.7K
Piscataqua Savings Bank340
0.0% of portfolio›$6.5K
Dynamic Wealth Strategies, LLC339
0.0% of portfolio›$6.5K
Bell Investment Advisors, Inc323
0.0% of portfolio›$6.2K
Ascentis Independent Advisors317
0.0% of portfolio›$6.0K
Fortitude Family Office, LLC300
0.0% of portfolio›$5.7K
MJT & Associates Financial Advisory Group, Inc.298
0.0% of portfolio›$5.7K
Princeton Global Asset Management LLC296
0.0% of portfolio›$5.6K
Kennebec Savings Bank293
0.0% of portfolio›$5.6K
Tower Trust & Investment Co281
0.0% of portfolio›$5.4K
Golden State Wealth Management, LLC278
0.0% of portfolio›$5.3K
UMB Private Wealth Management, LLC275
0.0% of portfolio›$5.2K
Atlantic Edge Private Wealth Management, LLC275
0.0% of portfolio›$5.2K
Covestor Ltd270
0.0% of portfolio›$5
3 Factor Indexing, LLC266
0.0% of portfolio›$5.1K
WPG Advisers, LLC265
0.0% of portfolio›$5.0K
DeDora Capital, Inc.242
0.0% of portfolio›$4.6K
Owl Creek Wealth Partners LLC225
0.0% of portfolio›$4.3K
Breakwater Investment Management214
0.0% of portfolio›$4.1K
Grove Bank & Trust203
0.0% of portfolio›$3.9K
Montgomery Financial Services LLC200
0.0% of portfolio›$3.8K
Plante Moran Financial Advisors, LLC196
0.0% of portfolio›$3.7K
Hilton Head Capital Partners, LLC178
0.0% of portfolio›$3.4K
Laurel Wealth Advisors LLC161
0.0% of portfolio›$3.1K
Elevation Wealth Partners, LLC154
0.0% of portfolio›$2.9K
SJS Investment Consulting Inc.150
0.0% of portfolio›$2.9K
James T. Borello RIA147
0.0% of portfolio›$2.8K
First Horizon Corp146
0.0% of portfolio›$2.8K
Proathlete Wealth Management LLC142
0.0% of portfolio›$2.7K
Avion Wealth113
0.0% of portfolio›$2
Byrne Asset Management LLC100
0.0% of portfolio›$1.9K
Silver Grove Financial Group, Inc.91
0.0% of portfolio›$1.7K
Key FInancial Inc91
0.0% of portfolio›$1.7K
Mosley Wealth Management91
0.0% of portfolio›$1.8K
Center for Financial Planning, Inc.75
0.0% of portfolio›$1.4K
Investors Research Corp75
0.0% of portfolio›$1.4K
Heritage Family Offices, LLP70
0.0% of portfolio›$1.3K
Country Trust Bank67
0.0% of portfolio›$1.3K
Nvest Wealth Strategies, Inc.64
0.0% of portfolio›$1.2K
Root Financial Partners, LLC61
0.0% of portfolio›$1.2K
MV Capital Management, Inc.57
0.0% of portfolio›$1.1K
West Paces Advisors Inc.50
0.0% of portfolio›$953
Harbor Asset Planning, Inc.43
0.0% of portfolio›$824
Abound Wealth Management42
0.0% of portfolio›$808
Balance Wealth Partners LLC39
0.0% of portfolio›$739
Maseco LLP37
0.0% of portfolio›$705
Clark Wealth Partners36
0.0% of portfolio›$686
Ascentis Wealth Management, LLC35
0.0% of portfolio›$666
Hughes Financial Services, LLC34
0.0% of portfolio›$672
JFS Wealth Advisors, LLC29
0.0% of portfolio›$553
American Capital Advisory, LLC22
0.0% of portfolio›$420
Planning Strategies Inc.20
0.0% of portfolio›$381
Activest Wealth Management11
0.0% of portfolio›$210
Ashurst Perkins Coie Trust Co8
0.0% of portfolio›$152
Davis Capital Management5
0.0% of portfolio›$95
True Wealth Design, LLC2
0.0% of portfolio›$36
Quaker Wealth Management, LLC2
0.0% of portfolio›$39
Birch Financial Group, LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
24,109,494$459.3M0.1%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
11,760,600$218.6M0.3%CoreMediumCharlotte, NC2026-11-04
Pictet Asset Management Holding SA
4,074,085$77.6M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Principal Financial Group Inc
3,723,311$70.9M0.0%CoreLowDes Moines, IA2026-11-02
Vontobel Holding Ltd.
3,496,317$66.6M0.2%CoreMediumZurich, Switzerland2026-10-16
M&G Plc
3,202,041$60.8M0.3%CoreMediumLondon, United Kingdom2026-11-04
Davenport & Co LLC
2,559,313$49.1M0.2%CoreMediumRichmond, VA2026-10-14
Munich Reinsurance Co Stock Corp in Munich
1,804,788$34.4M0.8%CoreHighMunich, Hong Kong2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.
1,800,397$34.3M0.0%IndexVery LowTokyo, Mexico2026-11-05
Citigroup Inc
1,554,881$29.6M0.0%CoreMediumNew York, NY2026-11-04
Exchange Traded Concepts, LLC
1,503,570$28.6M0.1%GrowthMediumOklahoma City, OK2026-10-28
DekaBank Deutsche Girozentrale
1,472,399$28.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Sumitomo Mitsui Trust Group, Inc.
1,385,158$26.4M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
AIA Group Ltd
1,162,608$22.1M0.3%GrowthMediumHong Kong, South Korea2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
1,090,292$20.8M0.6%CoreHighTurin, Latvia2026-10-22
Swedbank AB
990,974$18.9M0.0%GrowthLowStockholm, Sweden2026-10-27
O'Keefe Stevens Advisory, Inc.
891,666$17.0M3.5%ValueLowRochester, NY2026-10-09
Pacific Heights Asset Management LLC
750,000$14.3M0.5%CoreVery LowSan Francisco, CA2026-11-03
Cantor Fitzgerald Investment Advisors L.P.
691,952$13.2M0.7%YieldLowNew York, NY2026-10-21
Cultivar Capital, Inc.
653,885$12.5M7.8%YieldLowDenton, TX2026-10-14
Grandfield & Dodd, LLC
631,188$12.0M0.6%CoreVery LowNew York, NY2026-10-29
Dimensional Fund Advisors LP
620,956$11.8M0.0%IndexLowAustin, TX2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
585,560$11.2M1.7%ValueLowThomasville, GA2026-10-08
Marathon Asset Management Ltd
565,121$10.8M0.5%ValueLowLondon, United Kingdom2026-10-26
Wilkins Investment Counsel Inc
558,875$10.6M1.4%ValueLowBoston, MA2026-11-03
New York State Teachers Retirement System
546,289$10.4K0.0%CoreVery LowAlbany, NY2026-10-22
Retirement Systems of Alabama
545,816$10.4M0.0%IndexLowMontgomery, AL2026-11-04
Parcion Private Wealth LLC
505,063$9.6M0.5%CoreMediumBellevue, WA2026-10-28
US Bancorp \de\
497,294$9.5M0.0%IndexLowMinneapolis, MN2026-11-05
State of Alaska, Department of Revenue
429,565$8.2K0.0%CoreVery LowJuneau, AK2026-10-15
Firetrail Investments PTY LTD
397,430$7.6M2.1%CoreMediumBrisbane, Qld, China2026-11-05
Pekin Hardy Strauss, Inc.
351,099$6.7M0.6%ValueMediumChicago, IL2026-11-02
Pinnacle Associates LTD
342,493$6.5M0.1%CoreLowNew York, NY2026-10-20
Inspire Trust Co, N.A.
325,000$6.2M0.8%ValueLowReno, NV2026-11-05
Asset Management One Co., Ltd.
315,109$6.0M0.0%IndexVery LowTokyo, Mexico2026-10-27
Neos Investment Management LLC
308,198$5.9M0.0%IndexVery LowWestport, CT2026-11-04
Oak Thistle LLC
291,000$5.5M0.5%ValueVery HighNew York, NY2026-10-21
Swiss Life Asset Management Ltd
277,861$5.3M0.0%CoreLowZurich, Switzerland2026-11-03
Bfsg, LLC
274,390$5.2M0.5%CoreLowIrvine, CA2026-10-30
L. Roy Papp & Associates, LLP
272,920$5.2M0.5%CoreVery LowPhoenix, AZ2026-10-21
Intact Investment Management Inc.
257,040$4.9M0.1%YieldHighMontreal, Austria2026-11-03
Illinois Municipal Retirement Fund
254,660$4.9M0.1%CoreMediumOak Brook, IL2026-11-05
Sarasin & Partners LLP
247,152$4.7M0.1%GrowthMediumLondon, United Kingdom2026-10-13
MacKenzie Financial Corp
242,503$4.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Adams Asset Advisors, LLC
229,236$4.4M0.4%YieldMediumDallas, TX2026-10-08
Thrivent Financial for Lutherans
228,242$4.3K0.0%GARPMediumMinneapolis, MN2026-11-05
D.A. Davidson & Co.
226,705$4.3M0.0%CoreLowGreat Falls, MT2026-10-28
State of New Jersey Common Pension Fund D
225,955$4.3M0.0%CoreLowTrenton, NJ2026-11-05
Baugh & Associates, LLC
222,873$3.7M1.7%CoreVery LowAtlanta, GA2026-10-16
DE Burlo Group Inc
222,000$4.2M0.7%GrowthHighBoston, MA2026-11-05
Blume Capital Management, Inc.
215,886$4.1M0.6%CoreMediumBerkeley, CA2026-10-26
Xponance LLC
214,083$4.1M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Cambridge Investment Research Advisors, Inc.
209,381$4.0K0.0%ETFLowFairfield, IA2026-11-02
Uncommon Cents Investing Inc
209,355$4.0M0.9%ValueVery LowJanesville, WI2026-10-20
ProShare Advisors LLC
208,181$4.0M0.0%GrowthLowBethesda, MD2026-10-29
Czech National Bank
207,085$3.9M0.0%IndexVery LowPrague, Bahrain2026-10-13
Markel Group Inc.
202,000$3.8M0.0%CoreVery LowGlen Allen, VA2026-10-30
Mirae Asset Global Investments Co., Ltd.
197,579$3.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Arizona State Retirement System
196,928$3.8M0.0%IndexVery LowPhoenix, AZ2026-11-03
Levin Capital Strategies, L.P.
191,750$3.7M0.3%ValueMediumNew York, NY2026-11-02
State of Michigan Retirement System
181,077$3.4M0.0%IndexLowEast Lansing, MI2026-10-27
Assenagon Asset Management S.A.
180,985$3.4M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
SFE Investment Counsel
173,510$3.3M0.4%CoreLowLos Angeles, CA2026-10-29
CIBC Asset Management Inc
170,441$3.2M0.0%GARPLowToronto, South Africa2026-11-05
Everett Harris & Co
170,137$3.2M0.0%CoreVery LowLos Angeles, CA2026-10-28
IFM Investors Pty Ltd
159,505$3.0M0.0%IndexVery LowMelbourne, China2026-10-14
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
159,235$3.0M0.0%CoreLowHarrisburg, PA2026-11-03
Barings LLC
143,864$2.7M0.0%ETFLowCharlotte, NC2026-10-22
Chesley Taft & Associates LLC
141,223$2.7M0.1%CoreLowChicago, IL2026-10-13
Daiwa Securities Group Inc.
141,041$2.7M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
SEB Asset Management AB
130,879$2.5M0.0%CoreN/AStockholm, Sweden2026-11-04
Fideuram Asset Management (Ireland) dac
130,783$3.2M0.1%CoreHighDublin 1, Lithuania2026-10-29
Rakuten Investment Management, Inc.
129,384$2.5M0.0%ETFMediumTokyo, Mexico2026-10-30
Convergence Investment Partners, LLC
126,967$2.4M0.2%GARPHighPalm Beach Gardens, FL2026-10-28
Clifford Swan Investment Counsel LLC
124,441$2.4M0.1%CoreVery LowPasadena, CA2026-11-05
Baker Ellis Asset Management LLC
123,436$2.4M0.3%GARPVery LowVancouver, WA2026-10-14
Amalgamated Bank
120,055$2.3K0.0%CoreVery LowNew York, NY2026-10-23
Chicago Partners Investment Group LLC
112,921$2.2M0.0%GARPLowChicago, IL2026-10-27
Yousif Capital Management, LLC
107,088$2.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fiduciary Alliance LLC
106,780$2.0M0.2%CoreMediumGreenville, SC2026-10-13
Azzad Asset Management Inc
103,190$2.0M0.2%GrowthMediumFalls Church, VA2026-11-04
Atria Investments, Inc
102,657$2.0M0.0%CoreMediumCharlotte, NC2026-10-15
Oppenheimer & Co Inc
102,503$2.0M0.0%CoreLowNew York, NY2026-10-26
Imc-Chicago, LLC
102,145$1.9M0.0%GARPVery HighChicago, IL2026-11-05
New York Life Investment Management LLC
100,361$1.9M0.0%GrowthLowNew York, NY2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd
95,342$1.8M0.0%IndexVery LowTokyo, Mexico2026-10-20
Fjarde Ap-Fonden TH Swedish National Pension Fund
94,292$1.8M0.0%GrowthLowStockholm, Sweden2026-10-15
Accordant Advisory Group Inc
93,592$1.8M1.1%ValueMediumAnnapolis, MD2026-10-29
UniSuper Management Pty Ltd
93,018$1.8M0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Prospera Financial Services Inc
90,821$1.8M0.0%CoreMediumDallas, TX2026-11-04
Larson Financial Group LLC
90,218$1.7M0.0%GrowthLowSt Louis, MO2026-11-05
Wealth Enhancement Advisory Services, LLC
90,129$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Sowell Financial Services LLC
88,680$1.7M0.1%CoreLowNorth Little Rock, AR2026-10-23
Oregon Public Employees Retirement Fund
88,661$1.7M0.0%IndexVery LowTigard, OR2026-10-30
Northside Capital Management, LLC
87,755$1.7M0.1%GARPLowHood River, OR2026-10-13
Robertson Stephens Wealth Management, LLC
84,123$1.6M0.0%ETFMediumSan Francisco, CA2026-10-16
Montag A & Associates Inc
82,226$1.6M0.1%CoreLowAtlanta, GA2026-10-29
Argyle Capital Management, LLC
81,720$1.6M0.4%ValueVery LowCenter Valley, PA2026-10-28
OP Asset Management Ltd
81,069$1.5M0.0%GrowthMediumHelsinki, Hungary2026-11-05
Slocum, Gordon & Co LLP
79,632$1.5M1.1%YieldMediumNewport, RI2026-10-19
Y-Intercept (Hong Kong) Ltd
78,276$1.5M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Truist Financial Corp
74,176$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Cohen Capital Management, Inc.
73,840$1.4M0.2%CoreVery LowCorte Madera, CA2026-10-14
Ethic Inc.
73,763$1.4M0.0%CoreLowNew York, NY2026-11-03
Mutual of America Capital Management LLC
73,716$1.4M0.0%IndexLowNew York, NY2026-10-23
KBC Group NV
73,707$1.4K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Creative Planning
73,507$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
American Assets Investment Management, LLC
70,000$1.3M0.1%GARPVery LowSan Diego, CA2026-10-30
Strs Ohio
69,804$1.3M0.0%CoreMediumColumbus, OH2026-10-30
Hedges Asset Management LLC
68,750$1.3M0.9%YieldLowReno, NV2026-10-29
First Heartland Consultants, Inc.
68,551$1.3M0.1%ETFMediumLake St. Louis, MO2026-10-08
Marathon Capital Management
67,574$1.3M0.3%CoreLowHunt Valley, MD2026-10-23
Commonwealth Equity Services, LLC
67,273$1.3M0.0%ETFLowWaltham, MA2026-11-02
Creative Financial Designs Inc
66,548$1.3M0.1%ETFMediumKokomo, IN2026-11-04
Shrier Wealth Management, LLC
65,909$1.3M0.4%CoreVery LowLos Angeles, CA2026-10-20
180 Wealth Advisors, LLC
63,378$1.2M0.1%CoreLowFederal Way, WA2026-11-03
Nisa Investment Advisors, LLC
60,739$1.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Granite Investment Partners, LLC
60,726$1.2M0.1%CoreMediumEl Segundo, CA2026-11-04
Guinness Asset Management LTD
59,759$1.1M0.0%CoreLowLondon, United Kingdom2026-11-05
BI Asset Management Fondsmaeglerselskab A/S
58,964$1.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
Union Bancaire Privee, UBP SA
56,563$1.1M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Greenfield Seitz Capital Management, LLC
56,135$1.1M0.3%GARPLowDallas, TX2026-10-29
Raiffeisen Bank International AG
55,267$1.1M0.0%GrowthMediumVienna, Chile2026-10-28
Gulf International Bank (UK) Ltd
54,904$1.0K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Sentinel Trust Co LBA
52,576$1.0K0.0%ETFVery LowHouston, TX2026-11-03
HB Wealth Management, LLC
51,770$986.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Radnor Capital Management, LLC
48,188$918.0K0.1%CoreLowWayne, PA2026-10-23
Meridian Investment Counsel Inc.
47,406$903.1K0.2%GARPLowLafayette, CA2026-10-14
Knights of Columbus Asset Advisors LLC
46,056$877.4K0.0%CoreMediumNew Haven, CT2026-11-05
MGO One Seven LLC
44,956$856.4K0.0%GrowthLowBeachwood, OH2026-10-28
ABN Amro Investment Solutions
44,654$850.7K0.0%GrowthLowParis Cedex 008, India2026-10-21
Maryland State Retirement & Pension System
44,615$849.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Alps Advisors Inc
44,170$841.4K0.0%YieldLowDenver, CO2026-11-03
Kestra Advisory Services, LLC
43,252$824.0K0.0%CoreLowAustin, TX2026-11-02
Xcel Wealth Management, LLC
42,380$807.3K0.2%CoreMediumHolly Hill, FL2026-10-26
Curbstone Financial Management Corp
42,218$804.3K0.1%CoreLowManchester, NH2026-10-21
Cohen Klingenstein LLC
41,315$787.1K0.0%CoreVery LowNew York, NY2026-10-15
Associated Banc-Corp
39,166$746.1K0.0%CoreLowGreen Bay, WI2026-10-30
Hartford Investment Management Co
38,876$740.6K0.0%IndexVery LowHartford, CT2026-11-04
Crossmark Global Holdings, Inc.
37,796$720.0K0.0%GARPMediumHouston, TX2026-10-21
Crestwood Advisors Group, LLC
37,660$717.4K0.0%GrowthLowBoston, MA2026-10-27
Van Cleef Asset Management,Inc
36,757$700.2K0.1%CoreVery LowBeachwood, OH2026-10-20
New Mexico Educational Retirement Board
35,819$6820.0%IndexVery LowSanta Fe, NM2026-11-05
Louisiana State Employees Retirement System
35,400$674.4K0.0%IndexLowBaton Rouge, LA2026-10-20
Tokio Marine Asset Management Co LTD
35,157$669.7K0.0%GrowthLowTokyo, Mexico2026-10-26
Trust Co of Toledo NA
34,717$661.4K0.1%GrowthVery LowHolland, OH2026-10-16
Home Federal Bank of Tennessee
34,017$648.0K0.1%ETFVery LowKnoxville, TN2026-10-15
Register Financial Advisors LLC
33,978$647.3K0.2%GARPLowAtlanta, GA2026-10-23
Regions Financial Corp
33,881$645.4K0.0%CoreLowBirmingham, AL2026-11-05
AlphaCore Capital LLC
33,448$637.2K0.0%ETFLowLa Jolla, CA2026-11-04
111 Capital
33,251$633.4K0.1%CoreVery HighParis, India2026-11-03
J.W. Cole Advisors, Inc.
33,021$629.0K0.0%IndexLowTampa, FL2026-11-05
Keybank National Association
32,951$627.7K0.0%CoreLowBrooklyn, OH2026-11-04
Midwest Trust Co
30,943$589.5K0.0%CoreLowOverland Park, KS2026-10-22
V-Square Quantitative Management LLC
30,581$582.6K0.1%CoreLowChicago, IL2026-10-15
Chatham Capital Group, Inc.
30,575$582.5K0.1%CoreLowSavannah, GA2026-10-16
Values First Advisors, Inc.
30,053$572.5K0.3%CoreMediumJohnson City, TN2026-10-23
Cascade Investment Advisors, Inc.
28,960$551.7K0.3%ValueLowOregon City, OR2026-11-02
Patten & Patten Inc
28,632$545.4K0.0%CoreLowChattanooga, TN2026-10-26
Woodmont Investment Counsel LLC
28,400$541.0K0.0%GARPVery LowNashville, TN2026-10-29
Cullen Investment Group, Ltd.
28,033$530.9K0.1%CoreLowLafayette, LA2026-10-13
Montgomery Investment Management Inc
27,379$521.6K0.2%GARPVery LowRockville, MD2026-10-26
Burns Matteson Capital Management, LLC
27,145$517.1K0.2%CoreMediumCorning, NY2026-10-16
Mirador Capital Partners LP
26,563$506.0K0.1%GrowthMediumPleasanton, CA2026-10-09
Biltmore Wealth Management, LLC
25,970$494.7K0.2%ETFVery LowTempe, AZ2026-10-09
Wealth Effects LLC
25,000$476.3K0.1%GrowthLowBoston, MA2026-10-23
Howland Capital Management LLC
24,658$469.7K0.0%CoreLowBoston, MA2026-10-22
Fulcrum Asset Management LLP
24,468$478.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Wakefield Asset Management Lllp
23,739$452.2K0.1%ValueMediumEnglewood, CO2026-11-05
Lynx Investment Advisory
23,343$444.7K0.1%ETFLowWashington, Dc, DC2026-10-27
E. Ohman J:or Asset Management AB
22,900$436.2K0.0%GrowthMediumStockholm, Sweden2026-10-22
TSP Capital Management Group, LLC
22,811$434.6K0.1%Deep ValueVery LowSummit, NJ2026-10-15
B. Metzler seel. Sohn & Co. AG
22,804$434.4K0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Ag2r LA Mondiale Gestion D'actifs
22,669$431.8K0.0%GrowthLowParis, India2026-10-26
Edgemoor Investment Advisors, Inc.
22,431$427.3K0.0%CoreVery LowBethesda, MD2026-11-03
North Dakota State Investment Board
22,056$420.2K0.0%GrowthMediumBismarck, ND2026-10-27
PensionDanmark Pensionsforsikringsaktieselskab
20,880$397.8K0.0%IndexLowCopenhagen O, Greece2026-10-19
Sterling Capital Management LLC
20,818$396.6K0.0%GARPMediumCharlotte, NC2026-10-22
Central Trust Co
20,801$396.3K0.0%CoreLowJefferson City, MO2026-11-05
Fifth Third Bancorp
20,450$389.6K0.0%IndexVery LowCincinnati, OH2026-11-05
Congress Park Capital LLC
20,271$386.2K0.1%ValueLowSaratoga Springs, NY2026-10-13
Murphy Pohlad Asset Management LLC
20,090$382.7K0.1%ValueLowEden Prairie, MN2026-10-22
Mengis Capital Management, Inc.
19,816$377.5K0.1%CoreLowPortland, OR2026-10-13
Wilmington Savings Fund Society, FSB
19,805$377.3K0.0%CoreLowWilmington, DE2026-10-23
Manchester Capital Management LLC
19,740$376.0K0.1%CoreLowManchester, VT2026-10-22
Mission Wealth Management, LP
19,441$370.4K0.0%ETFLowSanta Barbara, CA2026-10-15
Praxis Investment Management Inc
19,396$3690.0%CoreLowGoshen, IN2026-11-03
King Luther Capital Management Corp
19,201$365.8K0.0%CoreLowFort Worth, TX2026-11-05
Convergence Financial, LLC
19,149$364.8K0.1%ETFMediumColumbia, MO2026-10-27
Towne Trust Company, N.a
19,020$362.3K0.1%CoreLowNewport News, VA2026-10-28
Guyasuta Investment Advisors Inc
18,814$358.4K0.0%CoreVery LowPittsburgh, PA2026-10-15
Cullen T Bankers, Inc.
18,777$357.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Curat Global, LLC
18,560$353.6K0.3%CoreMediumSpringfield, NH2026-10-26
Patten Group, Inc.
18,344$349.5K0.1%CoreLowChattanooga, TN2026-10-26
First Pacific Financial
18,239$347.4K0.0%ETFLowVancouver, WA2026-10-14
AMG National Trust Bank
18,174$346.2K0.0%ETFLowGreenwood Village, CO2026-11-05
Adkins Seale Capital Management LLC
18,080$344.4K0.3%CoreVery LowShreveport, LA2026-10-27
TT Capital Management LLC
17,875$340.5K0.2%YieldMediumGilbert, AZ2026-10-15
Soltis Investment Advisors LLC
17,804$339.2K0.0%CoreMediumSt. George, UT2026-10-28
Anchyra Partners LLC
17,356$330.6K0.1%CoreLowAtlanta, GA2026-10-13
Farther Finance Advisors, LLC
17,284$329.3K0.0%IndexLowSan Francisco, CA2026-10-08
North Forty Two & Co.
17,261$328.8K0.3%ETFVery LowLake Oswego, OR2026-10-19
Summit Securities Group LLC
15,935$303.6K0.0%CoreVery HighNew York, NY2026-11-05
Avior Wealth Management, LLC
15,464$294.6K0.0%ETFMediumOmaha, NE2026-10-13
Tema Etfs LLC
15,411$293.6K0.0%GrowthMediumNew York, NY2026-10-16
Viewpoint Investment Partners Corp
15,300$291.5K0.1%ValueMediumCalgary, Abu Dhabi2026-10-26
Wedbush Securities Inc
15,109$2880.0%CoreLowPasadena, CA2026-10-22
Quadrant Capital Group LLC
14,944$283.5K0.0%CoreLowCincinnati, OH2026-10-20
CenterBook Partners LP
14,564$277.4K0.0%ValueVery HighGreenwich, CT2026-11-02
SeaCrest Wealth Management, LLC
14,067$268.0K0.0%GrowthLowPurchase, NY2026-10-21
Cidel Asset Management Inc
13,719$261.4K0.0%CoreMediumToronto, Australia2026-10-29
Sky Investment Group LLC
13,677$260.5K0.0%CoreVery LowHartford, CT2026-10-30
Courier Capital LLC
13,446$256.2K0.0%ETFLowBuffalo, NY2026-10-19
Profund Advisors LLC
13,401$255.3K0.0%GrowthLowBethesda, MD2026-10-29
Forbes J M & Co LLP
13,356$254.4K0.0%GrowthVery LowBoston, MA2026-10-16
Mesirow Financial Investment Management, Inc.
13,345$254.2K0.0%CoreLowChicago, IL2026-11-05
True Private Wealth Advisors
13,224$251.9K0.0%ETFMediumSalem, OR2026-10-19
Baldwin Wealth Partners LLC
13,079$249.2K0.0%GrowthLowMarion, MA2026-10-13
Fifth Third Wealth Advisors LLC
12,877$245.3K0.0%IndexVery LowCincinnati, OH2026-10-22
Oslo Pensjonsforsikring AS
12,769$243.2K0.0%ValueLowOslo, Norway2026-10-15
Alpha Omega Wealth Management LLC
12,617$240.4K0.0%ValueLowRichmond, VA2026-10-23
Venture Visionary Partners LLC
12,541$238.9K0.0%CoreLowSylvania, OH2026-10-07
Oppenheimer Asset Management Inc.
12,513$238.4K0.0%CoreMediumNew York, NY2026-10-27
Pine Haven Investment Counsel, Inc
12,490$237.9K0.2%CoreVery LowFairhaven, MA2026-11-02
Diversified Investment Strategies, LLC
12,460$237.4K0.2%ValueLowBaton Rouge, LA2026-10-28
NTV Asset Management LLC
12,070$229.9K0.0%GrowthLowCharleston, WV2026-10-23
Cordoba Advisory Partners LLC
11,814$225.0K0.0%ETFMediumNew York, NY2026-10-19
Heritage Wealth Management, Inc.
11,580$220.6K0.1%CoreLowCincinnati, OH2026-10-28
NovaPoint Capital, LLC
11,540$219.8K0.0%CoreLowAtlanta, GA2026-10-22
Badgley Phelps Wealth Managers, LLC
11,382$216.8K0.0%GrowthVery LowSeattle, WA2026-10-22
Sigma Planning Corp
11,374$216.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
LDR Capital Management LLC
11,283$214.9K0.3%YieldHighNew York, NY2026-10-14
Greatmark Investment Partners, Inc.
11,000$209.6K0.0%ValueVery LowColumbus, GA2026-10-28
Mystic Asset Management, Inc.
10,886$207.4K0.0%CoreVery LowWarwick, RI2026-10-15
Concurrent Investment Advisors, LLC
10,651$202.9K0.0%GrowthMediumTampa, FL2026-10-16
XML Financial, LLC
10,650$202.9K0.0%ETFLowBethesda, MD2026-10-29
Elevatus Welath Management
10,649$202.9K0.0%GrowthHighVictor, NY2026-10-19
IFP Advisors, Inc
10,620$202.3K0.0%GrowthLowTampa, FL2026-10-16
Parsons Capital Management Inc
10,475$199.5K0.0%CoreLowProvidence, RI2026-10-28
Alpine Bank Wealth Management
10,000$190.5K0.0%ETFHighGrand Junction, CO2026-10-16
Chilton Capital Management LLC
10,000$190.5K0.0%GrowthMediumHouston, TX2026-10-28
Winebrenner Capital Management LLC
10,000$190.5K0.1%ETFLowLouisville, KY2026-10-07
Avanza Fonder AB
9,588$182.7K0.0%GrowthLowStockholm, Sweden2026-10-13
Cassaday & Co Wealth Management LLC
9,576$182.4K0.0%ETFVery LowMclean, VA2026-10-27
Gamma Investing LLC
8,396$160.0K0.0%IndexVery LowFoster City, CA2026-10-08
Trust Co of Vermont
8,353$159.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Bokf, NA
8,216$156.5K0.0%CoreLowTulsa, OK2026-10-27
S.A. Mason LLC
7,920$150.9K0.0%GrowthVery LowHolland, MI2026-10-13
Blue Trust, Inc.
7,580$144.4K0.0%ETFLowBrentwood, TN2026-10-15
Parallel Advisors, LLC
6,872$130.9K0.0%IndexLowSan Francisco, CA2026-11-03
Kentucky Trust Co
6,690$127.4K0.1%CoreVery LowDanville, KY2026-10-15
Hilltop National Bank
6,469$123.2K0.0%CoreLowCasper, WY2026-10-14
Hanson & Doremus Investment Management
5,944$1130.0%CoreVery LowBurlington, VT2026-10-16
Livforsakringsbolaget Skandia, Omsesidigt
5,557$105.9K0.0%GrowthMediumStockholm, Sweden2026-10-21
Assetmark, Inc
5,506$104.9K0.0%ETFLowConcord, CA2026-10-21
Spirit of America Management Corp
5,300$101.0K0.0%GARPLowSyosset, NY2026-10-14
Bayforest Capital Ltd
5,046$96.1K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Hartford Financial Management Inc.
5,045$96.1K0.0%CoreLowWest Hartford, CT2026-10-21
Caldwell Trust Co
4,775$91.0K0.0%GrowthLowVenice, FL2026-10-30
Valley National Advisers Inc
4,207$80.1K0.0%ETFLowBethlehem, PA2026-10-23
CX Institutional
4,184$800.0%CoreMediumAuburn, IN2026-10-02
Loring Wolcott & Coolidge Fiduciary Advisors LLP
4,000$76.2K0.0%GrowthVery LowBoston, MA2026-10-23
Signaturefd, LLC
3,995$76.1K0.0%IndexLowAtlanta, GA2026-10-23
Deseret Mutual Benefit Administrators
3,957$75.4K0.0%CoreMediumSalt Lake City, UT2026-11-04
Ares Financial Consulting, LLC
3,906$74.4K0.1%CoreLowCalabasas, CA2026-10-19
Parkside Financial Bank & Trust
3,768$71.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Essential Investment Partners LLC
3,585$68.3K0.0%GrowthLowEnglewood, CO2026-10-27
Kimelman & Baird, LLC
3,413$65.0K0.0%CoreLowNew York, NY2026-11-03
Spire Wealth Management
3,395$64.7K0.0%GrowthMediumMclean, VA2026-10-30
TD Waterhouse Canada Inc.
3,137$58.3K0.0%CoreLowToronto, Australia2026-10-16
Cedar Mountain Advisors, LLC
2,987$56.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
FNY Investment Advisers, LLC
2,980$560.0%GrowthVery HighNew York, NY2026-10-16
Mather Group, Llc.
2,640$50.3K0.0%ETFMediumChicago, IL2026-10-14
Jacobi Capital Management LLC
2,586$49.3K0.0%CoreLowPittston, PA2026-11-05
Hickory Point Bank & Trust
2,328$44.3K0.0%CoreVery LowDecatur, IL2026-10-01
MassMutual Private Wealth & Trust, FSB
2,254$42.9K0.0%CoreLowSpringfield, MA2026-10-05
CoreCap Advisors, LLC
2,240$42.7K0.0%ETFMediumSouthfield, MI2026-10-08
EverSource Wealth Advisors, LLC
2,200$41.9K0.0%CoreMediumBirmingham, AL2026-11-04
Highline Wealth Partners LLC
2,085$39.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Meriwether Wealth & Planning, LLC
2,000$38.1K0.0%ETFMediumMinden, LA2026-10-13
Lanark Financial, Inc.
1,904$36.3K0.0%CoreMediumBirmingham, AL2026-10-26
Elyxium Wealth, LLC
1,870$35.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Lloyd Advisory Services, Llc.
1,816$34.6K0.0%ETFVery HighSuwanee, GA2026-11-02
City State Bank
1,805$34.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Community Financial Services Group, LLC
1,736$32.3K0.0%GrowthLowNewport, VT2026-10-15
Bayban
1,729$41.4K0.0%ValueLowBayport, MN2026-11-05
Nfsg Corp
1,704$32.5K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Washington Trust Advisors, Inc.
1,653$31.5K0.0%GrowthLowWellesley, MA2026-10-22
North Star Investment Management Corp.
1,643$31.3K0.0%CoreLowChicago, IL2026-10-27
Hoese & Co LLP
1,600$30.5K0.0%ETFLowGlencoe, MN2026-10-21
Costello Asset Management, Inc
1,490$28.4K0.0%CoreLowFeasterville, PA2026-10-30
Compass Financial Management LLC
1,486$28.3K0.0%CoreN/ATampa, FL2026-10-30
Bank Julius Baer & Co. Ltd, Zurich
1,470$28.0K0.0%GrowthMediumZurich, Switzerland2026-10-29
Peoples Financial Services Corp.
1,430$27.2K0.0%CoreVery LowMoosic, PA2026-10-20
Pflug Koory, LLC
1,408$26.8K0.0%CoreVery LowOmaha, NE2026-10-26
Asset Dedication, LLC
1,352$25.8K0.0%ETFLowSan Francisco, CA2026-11-03
Cherry Tree Wealth Management, LLC
1,256$23.9K0.0%ETFVery LowMinnetonka, MN2026-10-15
Provenance Wealth Advisors, LLC
1,235$23.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Cromwell Holdings LLC
1,221$23.3K0.0%IndexLowJackson, WY2026-10-28
Tradewinds Capital Management, LLC
1,198$22.8K0.0%ETFVery HighBellingham, WA2026-10-23
Private Trust Co NA
1,156$22.0K0.0%CoreLowCleveland, OH2026-10-20
CGC Financial Services, LLC
1,130$21.5K0.0%ETFLowLake Oswego, OR2026-10-13
Lodestone Wealth Management LLC
1,117$21.3K0.0%CoreLowSpokane, WA2026-10-14
Harbor Investment Advisory, LLC
1,036$19.7K0.0%GrowthLowLutherville, MD2026-10-13
Southern Michigan Bank & Trust
1,000$19.1K0.0%ETFLowColdwater, MI2026-10-19
Northstar Asset Management Co
1,000$19.0K0.0%CoreVery LowBlue Bell, PA2026-10-22
Maryland Capital Advisors Inc.
979$18.7K0.0%ETFVery LowChester, MD2026-10-15
Archer Investment Corp
964$18.4K0.0%CoreMediumCarmel, IN2026-11-05
Adirondack Trust Co
960$18.3K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Private Wealth Management Group, LLC
881$16.8K0.0%ETFLowPrinceton, NJ2026-10-19
Blueline Advisors LLC
861$16.4K0.0%ETFLowExeter, NH2026-10-15
Pinnacle Wealth Planning Services, Inc.
826$15.7K0.0%GARPLowMansfield, OH2026-10-27
Nemes Rush Group LLC
800$15.2K0.0%CoreVery LowNovi, MI2026-11-04
Eastern Bank
787$15.0K0.0%GrowthMediumBoston, MA2026-10-05
Physician Wealth Advisors, Inc.
776$14.8K0.0%ETFMediumMidvale, UT2026-10-20
Versant Capital Management, Inc
773$14.7K0.0%GARPLowPhoenix, AZ2026-10-02
Caitong International Asset Management Co., Ltd
763$14.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
First Bancorp, Inc
720$13.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Beacon Investment Advisory Services, Inc.
720$13.7K0.0%GrowthLowMorristown, NJ2026-10-13
Rossby Financial, LCC
715$13.6K0.0%ETFMediumMelbourne, FL2026-11-05
Global Trust Asset Management, LLC
707$13.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
MTM Investment Management, LLC
700$13.3K0.0%CoreVery LowSpartanburg, SC2026-10-30
Creative Capital Management Investments LLC
628$12.0K0.0%ETFLowSan Diego, CA2026-10-28
Monetary Solutions, Ltd
610$11.6K0.0%ETFVery LowDayton, OH2026-10-22
Financial Perspectives, Inc
590$11.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Barnes Dennig Private Wealth Management LLC
572$10.9K0.0%CoreLowCincinnati, OH2026-10-30
Barrett & Company, Inc.
561$10.7K0.0%ETFLowProvidence, RI2026-10-22
Advocate Investing Services LLC
510$9.7K0.0%ETFLowWoodbine, MD2026-10-26
Canton Hathaway, LLC
500$9.5K0.0%ValueLowProvidence, RI2026-10-23
Farmers & Merchants Investments Inc
495$9.4K0.0%CoreVery LowLincoln, NE2026-10-22
Pension & Wealth Management Advisors, Inc.
487$9.3K0.0%ETFLowWaltham, MA2026-10-16
Hoey Investments, Inc
480$9.1K0.0%Agg GrowthLowCoatesville, PA2026-10-29
Bangor Savings Bank
464$8.8K0.0%ETFLowBangor, ME2026-10-06
Nvwm, LLC
453$8.6K0.0%GrowthMediumYardley, PA2026-10-14
GHP Investment Advisors, Inc.
441$8.4K0.0%CoreVery LowDenver, CO2026-10-15
Armstrong Advisory Group, Inc
400$7.6K0.0%ETFHighNeedham, MA2026-10-09
Rosenberg Matthew Hamilton
376$7.2K0.0%ETFVery LowGrand Junction, CO2026-10-05
Putney Financial Group LLC
352$6.7K0.0%GrowthLowSan Rafael, CA2026-10-30
Next Level Wealth Planning, LLC
351$6.7K0.0%ETFVery LowMeridian, ID2026-10-29
TD Private Client Wealth LLC
350$6.7K0.0%ETFLowNew York, NY2026-10-28
Piscataqua Savings Bank
340$6.5K0.0%CoreVery LowPortsmouth, NH2026-10-21
Dynamic Wealth Strategies, LLC
339$6.5K0.0%ETFLowGranite Bay, CA2026-10-16
Bell Investment Advisors, Inc
323$6.2K0.0%ETFVery LowOrinda, CA2026-10-29
Ascentis Independent Advisors
317$6.0K0.0%ETFLowDallas, TX2026-11-03
Fortitude Family Office, LLC
300$5.7K0.0%ETFMediumScottsdale, AZ2026-10-14
MJT & Associates Financial Advisory Group, Inc.
298$5.7K0.0%ETFLowMontevideo, MN2026-10-07
Princeton Global Asset Management LLC
296$5.6K0.0%GrowthLowPrinceton, NJ2026-10-21
Kennebec Savings Bank
293$5.6K0.0%CoreLowAugusta, ME2026-10-22
Tower Trust & Investment Co
281$5.4K0.0%GrowthLowDavenport, IA2026-10-28
Golden State Wealth Management, LLC
278$5.3K0.0%ETFMediumSanta Ana, CA2026-11-02
UMB Private Wealth Management, LLC
275$5.2K0.0%GrowthN/AKansas City, MO2026-10-19
Atlantic Edge Private Wealth Management, LLC
275$5.2K0.0%CoreLowJacksonville, FL2026-10-20
Covestor Ltd
270$50.0%ValueHighLondon, United Kingdom2026-10-30
3 Factor Indexing, LLC
266$5.1K0.0%ETFLowSacramento, CA2026-10-15
WPG Advisers, LLC
265$5.0K0.0%CoreLowBaltimore, MD2026-10-27
DeDora Capital, Inc.
242$4.6K0.0%ETFVery LowNapa, CA2026-10-26
Owl Creek Wealth Partners LLC
225$4.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Breakwater Investment Management
214$4.1K0.0%ETFLowSeattle, WA2026-10-20
Grove Bank & Trust
203$3.9K0.0%ETFLowMiami, FL2026-10-08
Montgomery Financial Services LLC
200$3.8K0.0%ETFN/AOcean City, MD2026-11-03
Plante Moran Financial Advisors, LLC
196$3.7K0.0%ETFVery LowSouthfield, MI2026-11-04
Hilton Head Capital Partners, LLC
178$3.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
Laurel Wealth Advisors LLC
161$3.1K0.0%CoreVery LowCharlotte, NC2026-10-27
Elevation Wealth Partners, LLC
154$2.9K0.0%ETFLowWalnut Creek, CA2026-10-07
SJS Investment Consulting Inc.
150$2.9K0.0%ETFVery LowSylvania, OH2026-10-26
James T. Borello RIA
147$2.8K0.0%ETFVery LowEast Dundee, IL2026-10-16
First Horizon Corp
146$2.8K0.0%CoreLowMemphis, TN2026-10-26
Proathlete Wealth Management LLC
142$2.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Avion Wealth
113$20.0%ETFLowThe Woodlands, TX2026-11-04
Byrne Asset Management LLC
100$1.9K0.0%CoreLowKingston, NJ2026-10-06
Silver Grove Financial Group, Inc.
91$1.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Key FInancial Inc
91$1.7K0.0%ETFLowWest Chester, PA2026-11-02
Mosley Wealth Management
91$1.8K0.0%ETFHighAnaheim, CA2026-10-16
Center for Financial Planning, Inc.
75$1.4K0.0%ETFLowSouthfied, MI2026-10-26
Investors Research Corp
75$1.4K0.0%ETFLowAtlanta, GA2026-10-07
Heritage Family Offices, LLP
70$1.3K0.0%GrowthHighScottsdale, AZ2026-11-02
Country Trust Bank
67$1.3K0.0%GrowthLowBloomington, IL2026-10-30
Nvest Wealth Strategies, Inc.
64$1.2K0.0%ETFVery LowPowell, OH2026-10-14
Root Financial Partners, LLC
61$1.2K0.0%ETFMediumEncinitas, CA2026-10-21
MV Capital Management, Inc.
57$1.1K0.0%ETFLowBethesda, MD2026-10-29
West Paces Advisors Inc.
50$9530.0%ETFLowAtlanta, GA2026-10-13
Harbor Asset Planning, Inc.
43$8240.0%ETFVery LowBelmont, MA2026-10-23
Abound Wealth Management
42$8080.0%ETFVery LowFranklin, TN2026-10-26
Balance Wealth Partners LLC
39$7390.0%ETFMediumWorthington, OH2026-10-27
Maseco LLP
37$7050.0%ETFVery LowLondon, United Kingdom2026-10-27
Clark Wealth Partners
36$6860.0%ETFVery LowO'Fallon, IL2026-10-19
Ascentis Wealth Management, LLC
35$6660.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
34$6720.0%ETFLowHerndon, VA2026-10-30
JFS Wealth Advisors, LLC
29$5530.0%ETFVery LowHermitage, PA2026-11-03
American Capital Advisory, LLC
22$4200.0%ETFLowKetchum, ID2026-10-28
Planning Strategies Inc.
20$3810.0%ETFN/ALancaster, PA2026-10-02
Activest Wealth Management
11$2100.0%ETFLowAventura, FL2026-10-15
Ashurst Perkins Coie Trust Co
8$1520.0%CoreVery LowSeattle, WA2026-10-15
Davis Capital Management
5$950.0%CoreLowJacksonville, FL2026-10-08
True Wealth Design, LLC
2$360.0%ETFMediumAkron, OH2026-10-13
Quaker Wealth Management, LLC
2$390.0%ETFMediumMoorestown, NJ2026-10-22
Birch Financial Group, LLC
0$00.0%CoreLowKeene, NH2026-10-27