IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Totalenergies SE (TTE)

CUSIP: F92124100 | 1227 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

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/AAmundi200,479,1218.8%−4,280,058Sep 30, 2026No 13F filer matched
13G/AAmundi200,479,121
8.8% of class · Sep 30, 2026−4,280,058
No 13F filer matched

Institutional Holders — Q3 2026

Citigroup Inc6,798,661
0.2% of portfolio›$584.6M
M&G Plc2,994,150
1.3% of portfolio›$257.9M
MacKenzie Financial Corp2,942,641
0.3% of portfolio›$252.0M
Bank Julius Baer & Co. Ltd, Zurich1,919,591
0.4% of portfolio›$165.2M
Equity Investment Corp1,805,282
2.9% of portfolio›$154.4M
Pictet Asset Management Holding SA1,585,273
0.1% of portfolio›$136.3M
Antipodes Partners Ltd1,552,823
2.5% of portfolio›$133.5M
Compagnie Lombard Odier SCmA1,475,674
1.3% of portfolio›$126.9M
Vontobel Holding Ltd.1,404,465
0.4% of portfolio›$120.5M
Banque Pictet & CIE SA1,397,778
0.8% of portfolio›$120.2M
Todd Asset Management LLC1,291,415
2.0% of portfolio›$110.4M
Bank Pictet & Cie (Europe) AG1,166,584
1.9% of portfolio›$100.3M
Generali Asset Management SPA SGR1,162,304
1.5% of portfolio›$88.0M
Border to Coast Pensions Partnership Ltd1,156,313
0.0% of portfolio›$99.3K
Aegon Asset Management UK PLC997,630
0.9% of portfolio›$85.8M
Ninety One UK Ltd892,650
0.2% of portfolio›$76.8M
Allspring Global Investments Holdings, LLC753,492
0.1% of portfolio›$64.1M
Dimensional Fund Advisors LP748,908
0.0% of portfolio›$64.0M
Flossbach VON Storch SE456,239
0.2% of portfolio›$39.1M
Barings LLC322,860
0.5% of portfolio›$27.7M
Townsend & Associates, Inc318,523
2.4% of portfolio›$29.1M
Assetmark, Inc311,750
0.0% of portfolio›$26.7M
GW Henssler & Associates LTD299,832
1.1% of portfolio›$25.6M
Sound Income Strategies, LLC295,717
1.1% of portfolio›$25.4M
Creative Planning268,338
0.0% of portfolio›$22.9M
Truist Financial Corp268,186
0.0% of portfolio›$22.9M
Mutual of America Capital Management LLC263,494
0.2% of portfolio›$22.6M
Artemis Investment Management LLP250,000
0.2% of portfolio›$21.4M
TD Waterhouse Canada Inc.245,941
0.1% of portfolio›$20.8M
Allied Investment Advisors, LLC195,741
1.6% of portfolio›$16.7M
Haven Global Partners, LLC192,325
14.7% of portfolio›$16.5M
Guardian Partners Inc.191,872
1.5% of portfolio›$16.4M
Euro Pacific Asset Management, LLC174,854
1.4% of portfolio›$15.0M
Generali Investments CEE, investicni spolecnost, a.s.153,140
0.6% of portfolio›$11.9M
Viking Fund Management LLC150,000
1.1% of portfolio›$12.8M
American Assets Investment Management, LLC150,000
0.8% of portfolio›$12.8M
Wedge Capital Management L L P143,139
0.2% of portfolio›$12.2M
Crossmark Global Holdings, Inc.141,462
0.2% of portfolio›$12.1M
Evergreen Capital Management LLC140,777
0.2% of portfolio›$12.0M
Banque de Luxembourg S.A.139,942
5.4% of portfolio›$12.0M
Davenport & Co LLC122,169
0.1% of portfolio›$10.5M
Bfsg, LLC116,512
0.9% of portfolio›$10.0M
Tweedy, Browne Co LLC113,906
0.8% of portfolio›$9.7M
Oppenheimer Asset Management Inc.113,551
0.1% of portfolio›$9.7M
Ledyard National Bank112,977
0.8% of portfolio›$9.7M
Atria Investments, Inc94,630
0.1% of portfolio›$8.1M
Bellecapital International Ltd.92,577
1.2% of portfolio›$7.9M
Augustine Asset Management Inc91,435
1.7% of portfolio›$7.8M
D.A. Davidson & Co.87,939
0.0% of portfolio›$7.5M
Wasatch Advisors LP87,297
0.1% of portfolio›$7.5M
Americana Partners, LLC86,860
0.2% of portfolio›$7.4M
Gilman Hill Asset Management, LLC84,733
1.0% of portfolio›$7.2M
Assenagon Asset Management S.A.82,066
0.0% of portfolio›$7.1M
111 Capital81,976
1.0% of portfolio›$7.0M
TD Private Client Wealth LLC70,746
0.1% of portfolio›$6.1M
J. Safra Sarasin Holding AG66,329
0.1% of portfolio›$5.7M
Pictet North America Advisors SA66,039
0.5% of portfolio›$5.7M
Wealth Enhancement Advisory Services, LLC65,746
0.0% of portfolio›$5.7M
Martin Capital Partners, LLC64,295
2.0% of portfolio›$5.5M
Commonwealth Equity Services, LLC63,398
0.0% of portfolio›$5.4M
ZWJ Investment Counsel Inc62,552
0.2% of portfolio›$5.3M
Barry Investment Advisors, LLC60,835
1.0% of portfolio›$5.2M
Cambridge Investment Research Advisors, Inc.59,238
0.0% of portfolio›$5.1K
Quadrant Capital Group LLC58,871
0.1% of portfolio›$5.2M
Fideuram Asset Management (Ireland) dac58,507
0.1% of portfolio›$4.4M
Intesa Sanpaolo Wealth Management57,891
0.8% of portfolio›$5.0M
Weatherly Asset Management L. P.56,445
0.3% of portfolio›$4.8M
Ashton Thomas Private Wealth, LLC49,132
0.1% of portfolio›$4.2M
Lesa Sroufe & Co49,131
0.0% of portfolio›$4.2K
NLB Skladi, upravljanje premozenja, d.o.o.48,338
0.2% of portfolio›$4.1M
Cardinal Capital Management47,458
0.5% of portfolio›$4.1M
Dmkc Advisory Services, LLC45,831
1.0% of portfolio›$3.9M
Park Avenue Securities LLC44,500
0.0% of portfolio›$3.8K
Signaturefd, LLC43,717
0.0% of portfolio›$3.7M
Drum Hill Capital, LLC42,804
3.0% of portfolio›$3.7M
FNY Investment Advisers, LLC42,200
0.0% of portfolio›$3.6K
Sava Infond d.o.o.41,230
0.2% of portfolio›$3.5M
Hollow Brook Wealth Management LLC40,021
0.6% of portfolio›$3.4M
Columbus Macro, LLC39,729
0.3% of portfolio›$3.4M
Princeton Global Asset Management LLC38,301
0.5% of portfolio›$3.3M
First Pacific Financial37,386
0.3% of portfolio›$3.2M
First Bank & Trust35,322
0.4% of portfolio›$3.0M
Cyndeo Wealth Partners, LLC35,116
0.1% of portfolio›$3.0M
Summit Wealth Group LLC / Co32,497
0.2% of portfolio›$2.8M
Stolper Co31,530
0.0% of portfolio›$2.7K
LFG Wealth Partners, LLC31,448
1.1% of portfolio›$2.7M
Old Port Advisors30,253
0.5% of portfolio›$2.6M
Lynch & Associates29,328
0.4% of portfolio›$2.5M
Kestra Advisory Services, LLC28,862
0.0% of portfolio›$2.5M
Legacy Wealth Asset Management, LLC28,820
0.5% of portfolio›$2.5M
Verdence Capital Advisors LLC27,818
0.1% of portfolio›$2.4M
HB Wealth Management, LLC27,314
0.0% of portfolio›$2.3M
Manske Wealth Management26,836
0.5% of portfolio›$2.3M
Concurrent Investment Advisors, LLC24,758
0.0% of portfolio›$2.1M
Factory Mutual Insurance Co24,550
0.0% of portfolio›$2.1M
Diversify Advisory Services, LLC23,502
0.0% of portfolio›$2.1M
Diversify Wealth Management, LLC23,502
0.0% of portfolio›$2.1M
Orca Wealth Management, LLC22,661
1.2% of portfolio›$1.9M
U S Global Investors Inc22,000
0.2% of portfolio›$1.9M
Abundance Wealth Counselors21,877
0.3% of portfolio›$1.9M
Keybank National Association21,554
0.0% of portfolio›$1.8M
Parrish Capital LLC21,539
1.8% of portfolio›$1.8M
Prospera Financial Services Inc21,311
0.0% of portfolio›$2.0M
Vise Technologies, Inc.20,688
0.0% of portfolio›$1.8M
Obermeyer Wealth Partners20,591
0.1% of portfolio›$1.8M
Ipswich Investment Management Co., Inc.20,230
0.4% of portfolio›$1.7M
Albert D Mason Inc19,944
1.0% of portfolio›$1.7M
Choreo, LLC19,883
0.0% of portfolio›$1.7M
Nicholas Hoffman & Company, Llc.19,378
0.0% of portfolio›$1.7M
Strengthening Families & Communities, LLC18,709
0.3% of portfolio›$1.6M
Investment Research Partners LLC18,018
0.5% of portfolio›$1.5M
Ascent Group, LLC17,984
0.0% of portfolio›$1.5M
Sterling Capital Management LLC17,825
0.0% of portfolio›$1.5M
Gibbs Wealth Management17,600
0.2% of portfolio›$1.5M
Kestra Private Wealth Services, LLC17,117
0.0% of portfolio›$1.5M
Bailard, Inc.17,114
0.0% of portfolio›$1.5M
Fourpath Capital Management, LLC17,078
0.2% of portfolio›$1.5M
Farther Finance Advisors, LLC16,655
0.0% of portfolio›$1.4M
Provenance Wealth Advisors, LLC16,282
0.1% of portfolio›$1.4M
Pzena Investment Management LLC16,082
0.0% of portfolio›$1.2M
Community Bank & Trust, Waco, Texas15,611
0.0% of portfolio›$1.3K
Summit Global Investments15,105
0.0% of portfolio›$1.3K
Perigon Wealth Management, LLC14,809
0.0% of portfolio›$1.3M
Leo Wealth, LLC14,039
0.3% of portfolio›$1.2M
AlphaCore Capital LLC13,592
0.0% of portfolio›$1.2M
Persium Advisors, LLC13,488
0.6% of portfolio›$1.2M
ABN Amro Investment Solutions13,440
0.0% of portfolio›$1.1M
Versant Capital Management, Inc13,427
0.1% of portfolio›$1.2M
Lido Advisors, LLC13,277
0.0% of portfolio›$1.1M
Profund Advisors LLC13,001
0.0% of portfolio›$1.1M
Linden Thomas Advisory Services, LLC12,992
0.1% of portfolio›$1.1M
Sycomore Asset Management12,710
0.1% of portfolio›$1.1K
Keudell ison Wealth Management12,680
0.2% of portfolio›$1.1M
Plan A Wealth LLC12,514
0.4% of portfolio›$1.1M
Moody National Bank Trust Division12,371
0.1% of portfolio›$1.1M
Greenleaf Trust12,209
0.0% of portfolio›$1.0M
Frank, Rimerman Advisors LLC12,170
0.1% of portfolio›$1.0M
Argonautica Private Wealth Management, Inc12,030
0.3% of portfolio›$1.0M
Code Waechter LLC11,999
0.5% of portfolio›$1.0M
Elevation Point Wealth Partners, LLC11,630
0.0% of portfolio›$994.3K
Asset One Wealth Management LLC11,519
0.1% of portfolio›$984.9K
Modera Wealth Management, LLC11,491
0.0% of portfolio›$982.5K
Sagespring Wealth Partners, LLC11,452
0.0% of portfolio›$979.1K
Verus Capital Partners, LLC11,262
0.1% of portfolio›$962.9K
Certuity, LLC11,015
0.0% of portfolio›$941.8K
Robertson Stephens Wealth Management, LLC10,968
0.0% of portfolio›$937.8K
Valeo Financial Advisors, LLC10,706
0.0% of portfolio›$915.7K
Climber Capital SA10,475
0.5% of portfolio›$816.0K
Independent Solutions Wealth Management, LLC10,468
0.1% of portfolio›$895.0K
Daymark Wealth Partners, LLC10,427
0.0% of portfolio›$891.5K
Schuylkill Financial LLC10,211
0.9% of portfolio›$873.0K
Vision Financial Markets LLC10,200
0.7% of portfolio›$872.1K
Tred Avon Family Wealth, LLC9,927
0.3% of portfolio›$848.8K
Aull & Monroe Investment Management Corp9,913
0.4% of portfolio›$847.6K
Parallel Advisors, LLC9,890
0.0% of portfolio›$845.6K
Signature Estate & Investment Advisors LLC9,640
0.0% of portfolio›$824.2K
Plato Investment Management Ltd9,460
0.0% of portfolio›$816.3K
Portside Wealth Group, LLC9,394
0.1% of portfolio›$803.2K
Crumly & Associates Inc.9,206
0.1% of portfolio›$787.1K
BayBridge Capital Group, LLC9,129
0.4% of portfolio›$780.5K
OpenArc Corporate Advisory, LLC8,862
0.0% of portfolio›$757.7K
Abel Hall, LLC8,855
0.1% of portfolio›$757.1K
Oslo Pensjonsforsikring AS8,717
0.1% of portfolio›$749.3K
PDS Planning, Inc8,677
0.0% of portfolio›$741.9K
Gamma Investing LLC8,628
0.0% of portfolio›$737.7K
Pictet Bank & Trust Ltd8,519
0.9% of portfolio›$732.5K
Triad Wealth Partners, LLC8,517
0.0% of portfolio›$728.2K
GC Wealth Management RIA, LLC8,465
0.0% of portfolio›$723.8K
Axxion S.A.8,424
0.0% of portfolio›$724.1K
MGO One Seven LLC8,421
0.0% of portfolio›$720.0K
J2 Capital Management Inc8,279
0.4% of portfolio›$707.8K
Plan Group Financial, LLC8,275
0.1% of portfolio›$745.4K
EPG Wealth Management LLC8,251
0.2% of portfolio›$705.5K
Intrua Financial, LLC8,248
0.1% of portfolio›$705.2K
Achmea Investment Management B.V.8,242
0.0% of portfolio›$709.2K
Louisbourg Investments Inc.8,240
0.1% of portfolio›$704.5K
Global Assets Advisory, LLC8,163
0.2% of portfolio›$690.7K
Yousif Capital Management, LLC8,106
0.0% of portfolio›$693.1K
Mission Wealth Management, LP7,823
0.0% of portfolio›$668.8K
Financial & Tax Architects, LLC7,774
0.1% of portfolio›$664.7K
Courier Capital LLC7,726
0.0% of portfolio›$660.6K
Sentinel Trust Co LBA7,645
0.0% of portfolio›$654
XXI Wealth, LLC7,605
0.3% of portfolio›$650.2K
Procyon Advisors, LLC7,596
0.0% of portfolio›$649.5K
Ferguson Wellman Capital Management, Inc7,555
0.0% of portfolio›$646.0K
FSM Wealth Advisors, LLC7,498
0.1% of portfolio›$645.0K
Citizens Financial Group Inc7,449
0.0% of portfolio›$636.9K
Aries Wealth Management7,439
0.1% of portfolio›$636.8K
Decker Wealth Management LLC7,371
0.1% of portfolio›$630.4K
Blue Trust, Inc.7,316
0.0% of portfolio›$625.5K
Miller Global Investments, LLC7,260
0.5% of portfolio›$620.7K
EverSource Wealth Advisors, LLC7,234
0.0% of portfolio›$618.5K
Monument Capital Management7,224
0.1% of portfolio›$617.7K
Cohen Investment Advisors LLC7,199
0.3% of portfolio›$618.9K
Connecticut Wealth Management, LLC7,175
0.0% of portfolio›$613.5K
Henry James International Management Inc.7,143
0.2% of portfolio›$610.7K
James T. Borello RIA7,081
0.1% of portfolio›$605.4K
Prime Capital Investment Advisors, LLC7,003
0.0% of portfolio›$598.8K
Legacy Capital Wealth Partners, LLC7,000
0.1% of portfolio›$598.5K
First Interstate Bank7,000
0.0% of portfolio›$598.5K
Kingswood Wealth Advisors, LLC6,904
0.0% of portfolio›$590.3K
Exchange Traded Concepts, LLC6,893
0.0% of portfolio›$589.4K
Advisortrust Partners, LLC6,790
0.2% of portfolio›$580.5K
Old National Bancorp6,693
0.0% of portfolio›$572.3K
Founders Financial Securities LLC6,491
0.0% of portfolio›$555.0K
Anchyra Partners LLC6,403
0.1% of portfolio›$547.5K
New Wave Wealth Advisors LLC6,395
0.2% of portfolio›$575.0K
Baker Ellis Asset Management LLC6,353
0.1% of portfolio›$543.2K
StoneX Group Inc.6,307
0.0% of portfolio›$548.4K
Kathmere Capital Management, LLC6,287
0.0% of portfolio›$537.5K
BOS Asset Management, LLC6,279
0.1% of portfolio›$536.8K
Clear Creek Financial Management, LLC6,275
0.0% of portfolio›$536.5K
Sage Rhino Capital LLC6,214
0.1% of portfolio›$531.3K
Larry Mathis Financial Planning, LLC6,073
0.4% of portfolio›$519.2K
Avestar Capital, LLC6,039
0.0% of portfolio›$516.4K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,983
0.0% of portfolio›$511.6K
Sovran Advisors, LLC5,968
0.0% of portfolio›$561.2K
AdvisorNet Financial, Inc5,915
0.0% of portfolio›$530.2K
Genesis Private Wealth, LLC5,861
0.1% of portfolio›$501.1K
Leuthold Group, LLC5,832
0.0% of portfolio›$498.6K
B. Riley Wealth Advisors, Inc.5,828
0.0% of portfolio›$498.3K
Lanark Financial, Inc.5,823
0.0% of portfolio›$497.9K
Capital Investment Advisory Services, LLC5,797
0.0% of portfolio›$507.3K
WoodTrust Financial Corp5,750
0.0% of portfolio›$492
Sigma Planning Corp5,722
0.0% of portfolio›$489.2K
71 West Capital Partners5,693
0.0% of portfolio›$489.4K
SmartHarvest Portfolios, LLC5,693
0.2% of portfolio›$486.7K
Indivisible Partners5,685
0.0% of portfolio›$486.1K
1620 Investment Advisors, Inc.5,656
0.3% of portfolio›$483.6K
HUB Investment Partners, LLC5,546
0.0% of portfolio›$474.2K
Alta Capital Management LLC/5,490
0.0% of portfolio›$469.4K
Laurel OAK Wealth Management, LLC5,459
0.1% of portfolio›$466.7K
Net Worth Advisory Group5,348
0.1% of portfolio›$452.0K
JGP Wealth Management, LLC5,340
0.0% of portfolio›$456.6K
Innova Wealth Partners5,331
0.2% of portfolio›$455.8K
180 Wealth Advisors, LLC5,228
0.0% of portfolio›$447.0K
Lantz Financial LLC5,183
0.1% of portfolio›$443.1K
Bank & Trust Co5,119
0.3% of portfolio›$439.6K
Private Trust Co NA5,008
0.0% of portfolio›$429.4K
Abner Herrman & Brock LLC5,000
0.0% of portfolio›$427
Wedmont Private Capital4,974
0.0% of portfolio›$427.9K
Kornitzer Capital Management Inc4,910
0.0% of portfolio›$419.8K
Koshinski Asset Management, Inc.4,876
0.0% of portfolio›$416.9K
Connecticut Capital Management Group, LLC4,847
0.3% of portfolio›$414.4K
Magnus Financial Group LLC4,800
0.0% of portfolio›$410.4K
First Nebraska Trust Co4,706
0.0% of portfolio›$402.4K
Collaborative Fund Advisors, LLC4,655
0.2% of portfolio›$398.0K
Oppenheimer & Co Inc4,639
0.0% of portfolio›$396.6K
VestGen Advisors, LLC4,627
0.0% of portfolio›$395.7K
Gallacher Capital Management LLC4,593
0.3% of portfolio›$392.7K
Aaron Wealth Advisors LLC4,559
0.0% of portfolio›$389.8K
Walkner Condon Financial Advisors LLC4,504
0.0% of portfolio›$385.1K
Symphony Financial, Ltd. Co.4,488
0.0% of portfolio›$387.2K
Decision Investments, Inc4,452
0.3% of portfolio›$380.6K
Aprio Wealth Management, LLC4,444
0.0% of portfolio›$379.9K
AA Financial Advisors, LLC4,422
0.0% of portfolio›$378.1K
Fortitude Advisory Group L.L.C.4,404
0.1% of portfolio›$376.5K
Mitchell & Pahl Private Wealth, LLC4,367
0.1% of portfolio›$373.4K
Miller Howard Investments Inc4,321
0.0% of portfolio›$369.5K
May Hill Capital, LLC4,237
0.1% of portfolio›$362.3K
Fifth Third Wealth Advisors LLC4,225
0.0% of portfolio›$361.2K
Wolff Financial Management LLC4,224
0.1% of portfolio›$361.2K
Harbor Capital Advisors, Inc.4,159
0.0% of portfolio›$356
Focus Financial Network, Inc.4,152
0.0% of portfolio›$355.0K
Cromwell Holdings LLC4,011
0.2% of portfolio›$346.6K
Rosenberg Matthew Hamilton4,010
0.1% of portfolio›$342.9K
Wedbush Securities Inc3,976
0.0% of portfolio›$340
Entrust Financial LLC3,910
0.2% of portfolio›$334.3K
Apollon Wealth Management, LLC3,908
0.0% of portfolio›$334.2K
Uhlmann Price Securities, LLC3,863
0.0% of portfolio›$330.3K
Avior Wealth Management, LLC3,839
0.0% of portfolio›$328.2K
Third View Private Wealth, LLC3,777
0.0% of portfolio›$322.9K
Bryn Mawr Trust Advisors, LLC3,768
0.0% of portfolio›$322.3K
Grove Bank & Trust3,716
0.0% of portfolio›$317.7K
Fiduciary Financial Group, LLC3,711
0.0% of portfolio›$317.3K
Farmers & Merchants Investments Inc3,709
0.0% of portfolio›$318.5K
Cooper Financial Group3,683
0.0% of portfolio›$314.9K
Sageworth Trust Co of South Dakota3,646
0.2% of portfolio›$313.5K
Sippican Capital Advisors3,619
0.2% of portfolio›$309.4K
Integrated Advisors Network LLC3,571
0.0% of portfolio›$305.3K
M Holdings Securities, Inc.3,495
0.0% of portfolio›$320
Livet Wealth, LLC3,459
0.2% of portfolio›$295.7K
Beverly Hills Private Wealth, LLC3,441
0.1% of portfolio›$294.2K
Argentarii, LLC3,431
0.1% of portfolio›$293.4K
Delta Financial Advisors LLC3,430
0.1% of portfolio›$293.3K
Visionary Horizons, LLC3,396
0.1% of portfolio›$290.4K
Axxcess Wealth Management, LLC3,388
0.0% of portfolio›$289.7K
Piedmont Capital Management, LLC3,381
0.2% of portfolio›$289.1K
Center For Asset Management LLC3,365
0.1% of portfolio›$287.7K
MFA Wealth Advisors, LLC3,357
0.0% of portfolio›$287.0K
Annex Advisory Services, LLC3,335
0.0% of portfolio›$285.1K
Lantern Wealth Advisors, LLC3,300
0.1% of portfolio›$282.2K
Brighton Jones LLC3,292
0.0% of portfolio›$281.5K
KCM Investment Advisors LLC3,284
0.0% of portfolio›$280.8K
3Chopt Investment Partners, LLC3,203
0.0% of portfolio›$273.9K
Simplicity Wealth,LLC3,179
0.0% of portfolio›$271.8K
Pinnacle Wealth Planning Services, Inc.3,175
0.0% of portfolio›$271.5K
Planned Solutions, Inc.3,162
0.1% of portfolio›$270.4K
Eagle Bay Advisors LLC3,068
0.2% of portfolio›$262.3K
Independent Financial Group, LLC3,067
0.0% of portfolio›$263.3K
Fulton Bank, N.A.3,053
0.0% of portfolio›$261.0K
Eagle Global Advisors LLC3,050
0.0% of portfolio›$260.8K
Five Oceans Advisors3,043
0.1% of portfolio›$260.2K
Brookstone Capital Management3,034
0.0% of portfolio›$259.4K
Bond & Devick Financial Network, Inc.3,021
0.1% of portfolio›$258.3K
Avail Investment Partners, LLC3,006
0.2% of portfolio›$257.0K
Gilliland Jeter Wealth Management LLC3,000
0.1% of portfolio›$256.5K
GHP Investment Advisors, Inc.2,987
0.0% of portfolio›$255.4K
Inscription Capital, LLC2,975
0.0% of portfolio›$254.4K
Invested Advisors2,954
0.2% of portfolio›$252.6K
Gerber Kawasaki Wealth & Investment Management2,944
0.0% of portfolio›$251.7K
Roxbury Financial LLC2,916
0.2% of portfolio›$249.3K
BIP Wealth, LLC2,896
0.0% of portfolio›$247.6K
Angeles Wealth Management, LLC2,888
0.0% of portfolio›$247.5K
Avantax Planning Partners, Inc.2,874
0.0% of portfolio›$245.7K
Strategic Advisors LLC2,858
0.1% of portfolio›$244.4K
Sowell Financial Services LLC2,806
0.0% of portfolio›$239.9K
Pekin Hardy Strauss, Inc.2,791
0.0% of portfolio›$239.9K
Crestwood Advisors Group, LLC2,782
0.0% of portfolio›$237.8K
Cornerstone Wealth Management, LLC2,684
0.0% of portfolio›$229.5K
Interchange Capital Partners, LLC2,679
0.0% of portfolio›$230.0K
Klingman & Associates, LLC2,662
0.0% of portfolio›$227.6K
Souders Financial Advisors2,659
0.0% of portfolio›$227.3K
Fragasso Financial Advisors Inc2,653
0.0% of portfolio›$228.5K
Seven Mile Advisory2,622
0.2% of portfolio›$224.2K
Root Financial Partners, LLC2,612
0.0% of portfolio›$223.3K
Sweeney & Michel, LLC2,604
0.1% of portfolio›$225.3K
Deroy & Devereaux Private Investment Counsel Inc2,600
0.0% of portfolio›$222
Burney Co/2,593
0.0% of portfolio›$221.7K
Traveka Wealth, LLC2,556
0.1% of portfolio›$218.5K
Southland Equity Partners LLC2,525
0.0% of portfolio›$217.1K
Atlas Private Wealth Advisors2,517
0.0% of portfolio›$215.2K
Retirement Investment Advisors, Inc.2,516
0.0% of portfolio›$215.1K
Meritas Wealth Management, LLC2,500
0.1% of portfolio›$213.8K
Venture Visionary Partners LLC2,464
0.0% of portfolio›$210.7K
Echo45 Advisors LLC2,454
0.1% of portfolio›$209.8K
State of Wyoming2,419
0.0% of portfolio›$206.8K
55 North Private Wealth, LLC2,409
0.0% of portfolio›$206.0K
AlphaStar Capital Management, LLC2,405
0.0% of portfolio›$205.6K
Sapient Capital LLC2,387
0.0% of portfolio›$205.2K
Retirement Planning Group, LLC2,385
0.0% of portfolio›$203.9K
MW Advisory, LLC2,369
0.1% of portfolio›$202.6K
Fiduciary Alliance LLC2,366
0.0% of portfolio›$202.3K
Rydar Equities, Inc.2,364
0.1% of portfolio›$199.1K
Ascentis Independent Advisors2,353
0.0% of portfolio›$201.2K
SkyOak Wealth, LLC2,350
0.0% of portfolio›$200.9K
Hilltop National Bank2,150
0.0% of portfolio›$183.8K
Wilmington Savings Fund Society, FSB2,122
0.0% of portfolio›$181.4K
IFP Advisors, Inc2,094
0.0% of portfolio›$179.0K
Mather Group, Llc.1,869
0.0% of portfolio›$159.8K
MassMutual Private Wealth & Trust, FSB1,750
0.0% of portfolio›$149.6K
Owl Creek Wealth Partners LLC1,635
0.0% of portfolio›$139.8K
Cullen T Bankers, Inc.1,633
0.0% of portfolio›$139.6K
Tsfg, LLC1,512
0.0% of portfolio›$129
Parkside Financial Bank & Trust1,497
0.0% of portfolio›$128.0K
Nisa Investment Advisors, LLC1,412
0.0% of portfolio›$120.7K
Curat Global, LLC1,400
0.1% of portfolio›$119.7K
Westside Investment Management, Inc.1,398
0.0% of portfolio›$118.9K
Gables Capital Management Inc.1,350
0.0% of portfolio›$115.4K
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,334
0.0% of portfolio›$114.1K
Salomon & Ludwin, LLC1,334
0.0% of portfolio›$114.1K
Ascentis Wealth Management, LLC1,117
0.0% of portfolio›$95.5K
JFS Wealth Advisors, LLC1,074
0.0% of portfolio›$91.8K
First Bancorp, Inc1,035
0.0% of portfolio›$88.7K
Golden State Wealth Management, LLC1,035
0.0% of portfolio›$88.5K
General Partner, Inc.1,000
0.0% of portfolio›$85.5K
Spirit of America Management Corp1,000
0.0% of portfolio›$85.5K
Independence Bank of Kentucky1,000
0.0% of portfolio›$85.9K
Community Financial Services Group, LLC755
0.0% of portfolio›$63.8K
Caldwell Trust Co749
0.0% of portfolio›$64.0K
Compass Financial Management LLC738
0.0% of portfolio›$63.1K
V-Square Quantitative Management LLC730
0.0% of portfolio›$62.4K
Compass Wealth Management LLC678
0.0% of portfolio›$58.0K
Latitude Advisors, LLC672
0.0% of portfolio›$57.5K
Manchester Capital Management LLC649
0.0% of portfolio›$55.5K
American National Bank & Trust589
0.0% of portfolio›$50.6K
CoreCap Advisors, LLC588
0.0% of portfolio›$50.3K
Signature Equity Partners, LLC571
0.0% of portfolio›$48.8K
Maseco LLP537
0.0% of portfolio›$46.0K
Financial Consulate, Inc530
0.0% of portfolio›$45.3K
Fairscale Capital, LLC526
0.0% of portfolio›$50.1K
Eastern Bank500
0.0% of portfolio›$42.8K
GK Wealth Management LLC500
0.0% of portfolio›$42.8K
Lodestone Wealth Management LLC490
0.0% of portfolio›$41.9K
Elyxium Wealth, LLC473
0.0% of portfolio›$40.4K
Heritage Family Offices, LLP468
0.0% of portfolio›$40.0K
Gen-Wealth Partners Inc466
0.0% of portfolio›$39.8K
Financial Management Professionals, Inc.464
0.0% of portfolio›$40.1K
Adirondack Trust Co447
0.0% of portfolio›$38.2K
Trust Co442
0.0% of portfolio›$37.8K
First Horizon Corp442
0.0% of portfolio›$37.8K
MH & Associates Securities Management Corp440
0.0% of portfolio›$37.6K
Foster Dykema Cabot & Partners, LLC422
0.0% of portfolio›$36.1K
Triumph Capital Management418
0.0% of portfolio›$35.7K
Cassaday & Co Wealth Management LLC401
0.0% of portfolio›$34.5K
Kennebec Savings Bank400
0.0% of portfolio›$34.4K
Birch Financial Group, LLC397
0.0% of portfolio›$33.9K
Monetary Solutions, Ltd360
0.0% of portfolio›$30.8K
West Financial Advisors, LLC347
0.0% of portfolio›$29.7K
Bare Financial Services, Inc334
0.0% of portfolio›$28.6K
True Wealth Design, LLC322
0.0% of portfolio›$27.5K
Bell Investment Advisors, Inc311
0.0% of portfolio›$26.6K
Country Trust Bank301
0.0% of portfolio›$25.7K
Costello Asset Management, Inc300
0.0% of portfolio›$25.7K
Murphy & Mullick Capital Management Corp299
0.0% of portfolio›$25.6K
Highline Wealth Partners LLC292
0.0% of portfolio›$25.0K
Physician Wealth Advisors, Inc.285
0.0% of portfolio›$24.4K
Key FInancial Inc280
0.0% of portfolio›$24.1K
Jnba Financial Advisors278
0.0% of portfolio›$23.8K
Center for Financial Planning, Inc.268
0.0% of portfolio›$22.9K
Laurel Wealth Advisors LLC236
0.0% of portfolio›$20.2K
Key Capital Management, Inc224
0.0% of portfolio›$19.2K
Union Savings Bank223
0.0% of portfolio›$19.1K
Avion Wealth222
0.0% of portfolio›$18
Olistico Wealth, LLC218
0.0% of portfolio›$18.7K
Nfsg Corp218
0.0% of portfolio›$18.7K
J.Safra Asset Management Corp213
0.0% of portfolio›$18.2K
Smallwood Wealth Investment Management, LLC200
0.0% of portfolio›$17.1K
Raleigh Capital Management Inc.200
0.0% of portfolio›$17.1K
Gold Investment Management Ltd.200
0.0% of portfolio›$17.1K
Duncker Streett & Co Inc200
0.0% of portfolio›$17.1K
Plante Moran Financial Advisors, LLC180
0.0% of portfolio›$15.4K
North Star Investment Management Corp.173
0.0% of portfolio›$14.8K
SJS Investment Consulting Inc.163
0.0% of portfolio›$13.9K
Piscataqua Savings Bank160
0.0% of portfolio›$13.7K
Yankcom Partnership158
0.0% of portfolio›$13.6K
Cranbrook Wealth Management, LLC151
0.0% of portfolio›$12.9K
Atlantic Edge Private Wealth Management, LLC150
0.0% of portfolio›$12.8K
Kentucky Trust Co150
0.0% of portfolio›$12.9K
WPG Advisers, LLC146
0.0% of portfolio›$12.5K
Montag A & Associates Inc139
0.0% of portfolio›$11.9K
Cdkv Holdings LLC133
0.0% of portfolio›$11.4K
Financial Perspectives, Inc132
0.0% of portfolio›$11.3K
Kozak & Associates, Inc.131
0.0% of portfolio›$12.2K
Hilton Head Capital Partners, LLC130
0.0% of portfolio›$11.1K
Moisand Fitzgerald Tamayo, LLC127
0.0% of portfolio›$10.9K
Trust Co of Toledo NA114
0.0% of portfolio›$9.7K
Hager Investment Management Services, LLC112
0.0% of portfolio›$9.6K
RMG Wealth Management LLC112
0.0% of portfolio›$10.2K
Fairman Group, LLC110
0.0% of portfolio›$9.5K
Next Level Wealth Planning, LLC108
0.0% of portfolio›$9.2K
Hara Capital LLC105
0.0% of portfolio›$9.1K
UMB Private Wealth Management, LLC104
0.0% of portfolio›$8.9K
New England Capital Financial Advisors LLC101
0.0% of portfolio›$8.6K
Cape Investment Advisory, Inc.97
0.0% of portfolio›$8.3K
Foresight Capital Management Advisors, Inc.94
0.0% of portfolio›$8.0K
Albion Financial Group92
0.0% of portfolio›$7.9K
City Holding Co91
0.0% of portfolio›$7.8K
Farmers & Merchants Trust Co of Chambersburg PA91
0.0% of portfolio›$8
City State Bank86
0.0% of portfolio›$7.4K
Planning Strategies Inc.85
0.0% of portfolio›$7.3K
Quest 10 Wealth Builders, Inc.81
0.0% of portfolio›$6.9K
Evolution Wealth Management Inc.76
0.0% of portfolio›$6.5K
Harbor Investment Advisory, LLC75
0.0% of portfolio›$6.4K
Hazlett, Burt & Watson, Inc.75
0.0% of portfolio›$6
American Capital Advisory, LLC74
0.0% of portfolio›$6.3K
Harbor Asset Planning, Inc.72
0.0% of portfolio›$6.2K
Lloyd Advisory Services, Llc.72
0.0% of portfolio›$6.2K
Fiduciary Advisors, Inc.69
0.0% of portfolio›$5.9K
Ares Financial Consulting, LLC64
0.0% of portfolio›$5.5K
Arlington Trust Co LLC63
0.0% of portfolio›$5.4K
Halbert Hargrove Global Advisors, LLC63
0.0% of portfolio›$5.4K
Burk Holdings LLC62
0.0% of portfolio›$5.3K
Nemes Rush Group LLC58
0.0% of portfolio›$5.0K
Creative Capital Management Investments LLC57
0.0% of portfolio›$4.9K
Oakworth Capital, Inc.56
0.0% of portfolio›$4.8K
Gilpin Wealth Management, LLC55
0.0% of portfolio›$4.7K
Elevated Capital Advisors, LLC40
0.0% of portfolio›$3.4K
Granite FO LLC39
0.0% of portfolio›$3.4K
Gleason Group, Inc.38
0.0% of portfolio›$3.2K
Beacon Investment Advisory Services, Inc.38
0.0% of portfolio›$3.2K
Markowski Investments37
0.0% of portfolio›$3.2K
West Paces Advisors Inc.36
0.0% of portfolio›$3.1K
MV Capital Management, Inc.33
0.0% of portfolio›$2.8K
Kingdom Financial Group Llc.27
0.0% of portfolio›$2.3K
DecisionPoint Financial, LLC26
0.0% of portfolio›$2.2K
Fairway Wealth LLC24
0.0% of portfolio›$2.1K
Noble Wealth Management PBC23
0.0% of portfolio›$2.0K
Tounjian Advisory Partners, LLC23
0.0% of portfolio›$2.0K
Armstrong Advisory Group, Inc21
0.0% of portfolio›$1.8K
Richardson Financial Services Inc.20
0.0% of portfolio›$1.7K
Brown, Lisle Ings, Inc.20
0.0% of portfolio›$1.7K
Downshift Financial, LLC19
0.0% of portfolio›$1.6K
Trifecta Capital Advisors, LLC18
0.0% of portfolio›$1.5K
Nvest Wealth Strategies, Inc.12
0.0% of portfolio›$1.0K
Abound Wealth Management10
0.0% of portfolio›$855
Mosley Wealth Management7
0.0% of portfolio›$619
Godsey & Gibb, Inc6
0.0% of portfolio›$513
Inspire Investing, LLC2
0.0% of portfolio›$145
Buck Wealth Strategies, LLC1
0.0% of portfolio›$86
StyleTurnoverLocationFiled
Citigroup Inc
6,798,661$584.6M0.2%CoreMediumNew York, NY2026-11-04
M&G Plc
2,994,150$257.9M1.3%CoreMediumLondon, United Kingdom2026-11-04
MacKenzie Financial Corp
2,942,641$252.0M0.3%CoreMediumToronto Ontario, Australia2026-11-02
Bank Julius Baer & Co. Ltd, Zurich
1,919,591$165.2M0.4%GrowthMediumZurich, Switzerland2026-10-29
Equity Investment Corp
1,805,282$154.4M2.9%YieldMediumAtlanta, GA2026-11-04
Pictet Asset Management Holding SA
1,585,273$136.3M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Antipodes Partners Ltd
1,552,823$133.5M2.5%ValueHighRoyal Exchange, China2026-11-05
Compagnie Lombard Odier SCmA
1,475,674$126.9M1.3%GrowthMedium1204 Geneva, Switzerland2026-11-04
Vontobel Holding Ltd.
1,404,465$120.5M0.4%CoreMediumZurich, Switzerland2026-10-16
Banque Pictet & CIE SA
1,397,778$120.2M0.8%CoreMediumGeneva 73, Switzerland2026-10-16
Todd Asset Management LLC
1,291,415$110.4M2.0%ValueMediumLouisville, KY2026-10-27
Bank Pictet & Cie (Europe) AG
1,166,584$100.3M1.9%GrowthLowFrankfurt Am Main, Hong Kong2026-10-20
Generali Asset Management SPA SGR
1,162,304$88.0M1.5%CoreLowTrieste, Latvia2026-10-26
Border to Coast Pensions Partnership Ltd
1,156,313$99.3K0.0%GrowthLowLeeds, United Kingdom2026-10-09
Aegon Asset Management UK PLC
997,630$85.8M0.9%GrowthMediumEdinburgh, United Kingdom2026-11-04
Ninety One UK Ltd
892,650$76.8M0.2%CoreMediumLondon, United Kingdom2026-10-15
Allspring Global Investments Holdings, LLC
753,492$64.1M0.1%CoreMediumCharlotte, NC2026-11-04
Dimensional Fund Advisors LP
748,908$64.0M0.0%IndexLowAustin, TX2026-11-04
Flossbach VON Storch SE
456,239$39.1M0.2%CoreMediumCologne, Hong Kong2026-10-28
Barings LLC
322,860$27.7M0.5%ETFLowCharlotte, NC2026-10-22
Townsend & Associates, Inc
318,523$29.1M2.4%Deep ValueLowWestminster, CO2026-10-23
Assetmark, Inc
311,750$26.7M0.0%ETFLowConcord, CA2026-10-21
GW Henssler & Associates LTD
299,832$25.6M1.1%CoreMediumKennesaw, GA2026-10-26
Sound Income Strategies, LLC
295,717$25.4M1.1%YieldMediumFt Lauderdale, FL2026-10-09
Creative Planning
268,338$22.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
268,186$22.9M0.0%CoreLowCharlotte, NC2026-10-30
Mutual of America Capital Management LLC
263,494$22.6M0.2%IndexLowNew York, NY2026-10-23
Artemis Investment Management LLP
250,000$21.4M0.2%GARPHighEdinburgh, United Kingdom2026-10-08
TD Waterhouse Canada Inc.
245,941$20.8M0.1%CoreLowToronto, Australia2026-10-16
Allied Investment Advisors, LLC
195,741$16.7M1.6%ValueLowBillings, MT2026-10-13
Haven Global Partners, LLC
192,325$16.5M14.7%Deep ValueMediumAtlanta, GA2026-10-13
Guardian Partners Inc.
191,872$16.4M1.5%ValueMediumToronto, South Africa2026-10-21
Euro Pacific Asset Management, LLC
174,854$15.0M1.4%GARPLowDorado, PR2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
153,140$11.9M0.6%CoreLowPrague, Bahrain2026-10-15
Viking Fund Management LLC
150,000$12.8M1.1%YieldMediumMinot, ND2026-10-14
American Assets Investment Management, LLC
150,000$12.8M0.8%GARPVery LowSan Diego, CA2026-10-30
Wedge Capital Management L L P
143,139$12.2M0.2%ValueMediumCharlotte, NC2026-10-13
Crossmark Global Holdings, Inc.
141,462$12.1M0.2%GARPMediumHouston, TX2026-10-21
Evergreen Capital Management LLC
140,777$12.0M0.2%GARPMediumBellevue, WA2026-10-23
Banque de Luxembourg S.A.
139,942$12.0M5.4%CoreLowLuxembourg, Netherlands2026-10-14
Davenport & Co LLC
122,169$10.5M0.1%CoreMediumRichmond, VA2026-10-14
Bfsg, LLC
116,512$10.0M0.9%CoreLowIrvine, CA2026-10-30
Tweedy, Browne Co LLC
113,906$9.7M0.8%Deep ValueLowStamford, CT2026-11-04
Oppenheimer Asset Management Inc.
113,551$9.7M0.1%CoreMediumNew York, NY2026-10-27
Ledyard National Bank
112,977$9.7M0.8%CoreLowHanover, NH2026-10-21
Atria Investments, Inc
94,630$8.1M0.1%CoreMediumCharlotte, NC2026-10-15
Bellecapital International Ltd.
92,577$7.9M1.2%GrowthMediumZurich, Switzerland2026-10-21
Augustine Asset Management Inc
91,435$7.8M1.7%GrowthVery LowJacksonville, FL2026-10-13
D.A. Davidson & Co.
87,939$7.5M0.0%CoreLowGreat Falls, MT2026-10-28
Wasatch Advisors LP
87,297$7.5M0.1%GARPMediumSalt Lake City, UT2026-10-13
Americana Partners, LLC
86,860$7.4M0.2%CoreMediumHouston, TX2026-10-28
Gilman Hill Asset Management, LLC
84,733$7.2M1.0%YieldMediumNew Canaan, CT2026-10-13
Assenagon Asset Management S.A.
82,066$7.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
111 Capital
81,976$7.0M1.0%CoreVery HighParis, India2026-11-03
TD Private Client Wealth LLC
70,746$6.1M0.1%ETFLowNew York, NY2026-10-28
J. Safra Sarasin Holding AG
66,329$5.7M0.1%CoreMediumBasel, Switzerland2026-10-26
Pictet North America Advisors SA
66,039$5.7M0.5%GARPMediumGeneva 73, Switzerland2026-10-21
Wealth Enhancement Advisory Services, LLC
65,746$5.7M0.0%CoreLowPlymouth, MN2026-10-13
Martin Capital Partners, LLC
64,295$5.5M2.0%YieldLowEugene, OR2026-10-07
Commonwealth Equity Services, LLC
63,398$5.4M0.0%ETFLowWaltham, MA2026-11-02
ZWJ Investment Counsel Inc
62,552$5.3M0.2%CoreLowAtlanta, GA2026-10-15
Barry Investment Advisors, LLC
60,835$5.2M1.0%ETFLowNew Bedford, MA2026-10-14
Cambridge Investment Research Advisors, Inc.
59,238$5.1K0.0%ETFLowFairfield, IA2026-11-02
Quadrant Capital Group LLC
58,871$5.2M0.1%CoreLowCincinnati, OH2026-10-20
Fideuram Asset Management (Ireland) dac
58,507$4.4M0.1%CoreHighDublin 1, Lithuania2026-10-29
Intesa Sanpaolo Wealth Management
57,891$5.0M0.8%GrowthMediumLuxembourg, Netherlands2026-10-28
Weatherly Asset Management L. P.
56,445$4.8M0.3%GrowthVery LowDel Mar, CA2026-10-20
Ashton Thomas Private Wealth, LLC
49,132$4.2M0.1%CoreMediumScottsdale, AZ2026-11-03
Lesa Sroufe & Co
49,131$4.2K0.0%Deep ValueLowSeattle, WA2026-10-29
NLB Skladi, upravljanje premozenja, d.o.o.
48,338$4.1M0.2%GrowthLowLjubljana, Andorra2026-10-22
Cardinal Capital Management
47,458$4.1M0.5%ValueVery LowRaleigh, NC2026-10-21
Dmkc Advisory Services, LLC
45,831$3.9M1.0%ETFLowDes Moines, IA2026-11-04
Park Avenue Securities LLC
44,500$3.8K0.0%ETFMediumNew York, NY2026-10-26
Signaturefd, LLC
43,717$3.7M0.0%IndexLowAtlanta, GA2026-10-23
Drum Hill Capital, LLC
42,804$3.7M3.0%ValueLowWestport, CT2026-10-20
FNY Investment Advisers, LLC
42,200$3.6K0.0%GrowthVery HighNew York, NY2026-10-16
Sava Infond d.o.o.
41,230$3.5M0.2%Agg GrowthLowMaribor, Andorra2026-10-28
Hollow Brook Wealth Management LLC
40,021$3.4M0.6%CoreLowKatonah, NY2026-10-29
Columbus Macro, LLC
39,729$3.4M0.3%YieldMediumNew Castle, PA2026-10-14
Princeton Global Asset Management LLC
38,301$3.3M0.5%GrowthLowPrinceton, NJ2026-10-21
First Pacific Financial
37,386$3.2M0.3%ETFLowVancouver, WA2026-10-14
First Bank & Trust
35,322$3.0M0.4%CoreLowBrookings, SD2026-10-19
Cyndeo Wealth Partners, LLC
35,116$3.0M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Summit Wealth Group LLC / Co
32,497$2.8M0.2%ETFHighColorado Springs, CO2026-10-29
Stolper Co
31,530$2.7K0.0%ValueMediumTulsa, OK2026-10-13
LFG Wealth Partners, LLC
31,448$2.7M1.1%CoreMediumElizabethtown, KY2026-10-28
Old Port Advisors
30,253$2.6M0.5%GARPLowPortland, ME2026-10-23
Lynch & Associates
29,328$2.5M0.4%CoreVery LowEvansville, IN2026-10-13
Kestra Advisory Services, LLC
28,862$2.5M0.0%CoreLowAustin, TX2026-11-02
Legacy Wealth Asset Management, LLC
28,820$2.5M0.5%GARPMediumWoodbury, MN2026-10-09
Verdence Capital Advisors LLC
27,818$2.4M0.1%CoreMediumHunt Valley, MD2026-10-26
HB Wealth Management, LLC
27,314$2.3M0.0%IndexVery LowAtlanta, GA2026-10-23
Manske Wealth Management
26,836$2.3M0.5%ValueVery LowHouston, TX2026-10-26
Concurrent Investment Advisors, LLC
24,758$2.1M0.0%GrowthMediumTampa, FL2026-10-16
Factory Mutual Insurance Co
24,550$2.1M0.0%GrowthLowWaltham, MA2026-10-30
Diversify Advisory Services, LLC
23,502$2.1M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
23,502$2.1M0.0%GrowthMediumSandy, UT2026-10-20
Orca Wealth Management, LLC
22,661$1.9M1.2%GARPLowNew Port Richey, FL2026-10-14
U S Global Investors Inc
22,000$1.9M0.2%GARPMediumSan Antonio, TX2026-10-22
Abundance Wealth Counselors
21,877$1.9M0.3%GrowthLowState College, PA2026-10-26
Keybank National Association
21,554$1.8M0.0%CoreLowBrooklyn, OH2026-11-04
Parrish Capital LLC
21,539$1.8M1.8%ValueLowKennesaw, GA2026-10-01
Prospera Financial Services Inc
21,311$2.0M0.0%CoreMediumDallas, TX2026-11-04
Vise Technologies, Inc.
20,688$1.8M0.0%IndexLowNew York, NY2026-10-29
Obermeyer Wealth Partners
20,591$1.8M0.1%GrowthLowAspen, CO2026-10-21
Ipswich Investment Management Co., Inc.
20,230$1.7M0.4%CoreLowBeverly, MA2026-10-13
Albert D Mason Inc
19,944$1.7M1.0%CoreLowBoston, MA2026-10-27
Choreo, LLC
19,883$1.7M0.0%IndexLowRockford, IL2026-10-28
Nicholas Hoffman & Company, Llc.
19,378$1.7M0.0%ETFVery LowAtlanta, GA2026-10-30
Strengthening Families & Communities, LLC
18,709$1.6M0.3%CoreMediumBoston, MA2026-10-21
Investment Research Partners LLC
18,018$1.5M0.5%CoreLowLemont, PA2026-10-19
Ascent Group, LLC
17,984$1.5M0.0%CoreLowVirginia Beach, VA2026-10-30
Sterling Capital Management LLC
17,825$1.5M0.0%GARPMediumCharlotte, NC2026-10-22
Gibbs Wealth Management
17,600$1.5M0.2%CoreLowAlpharetta, GA2026-10-22
Kestra Private Wealth Services, LLC
17,117$1.5M0.0%GrowthLowAustin, TX2026-10-30
Bailard, Inc.
17,114$1.5M0.0%GrowthMediumFoster City, CA2026-10-13
Fourpath Capital Management, LLC
17,078$1.5M0.2%CoreMediumOklahoma City, OK2026-10-19
Farther Finance Advisors, LLC
16,655$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Provenance Wealth Advisors, LLC
16,282$1.4M0.1%ETFLowFort Lauderdale, FL2026-10-30
Pzena Investment Management LLC
16,082$1.2M0.0%Deep ValueMediumNew York, NY2026-10-30
Community Bank & Trust, Waco, Texas
15,611$1.3K0.0%CoreVery LowWaco, TX2026-10-19
Summit Global Investments
15,105$1.3K0.0%CoreMediumBountiful, UT2026-10-28
Perigon Wealth Management, LLC
14,809$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Leo Wealth, LLC
14,039$1.2M0.3%CoreLowHurst, TX2026-10-26
AlphaCore Capital LLC
13,592$1.2M0.0%ETFLowLa Jolla, CA2026-11-04
Persium Advisors, LLC
13,488$1.2M0.6%ETFLowAtlanta, GA2026-10-07
ABN Amro Investment Solutions
13,440$1.1M0.0%GrowthLowParis Cedex 008, India2026-10-21
Versant Capital Management, Inc
13,427$1.2M0.1%GARPLowPhoenix, AZ2026-10-02
Lido Advisors, LLC
13,277$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Profund Advisors LLC
13,001$1.1M0.0%GrowthLowBethesda, MD2026-10-29
Linden Thomas Advisory Services, LLC
12,992$1.1M0.1%CoreLowCharlotte, NC2026-10-19
Sycomore Asset Management
12,710$1.1K0.1%Agg GrowthLowParis, India2026-10-26
Keudell ison Wealth Management
12,680$1.1M0.2%ETFMediumSalem, OR2026-10-16
Plan A Wealth LLC
12,514$1.1M0.4%CoreLowLincoln, NE2026-10-08
Moody National Bank Trust Division
12,371$1.1M0.1%CoreMediumGalveston, TX2026-10-06
Greenleaf Trust
12,209$1.0M0.0%CoreLowKalamazoo, MI2026-10-29
Frank, Rimerman Advisors LLC
12,170$1.0M0.1%GrowthLowPalo Alto, CA2026-10-16
Argonautica Private Wealth Management, Inc
12,030$1.0M0.3%GrowthLowWellesley, MA2026-11-02
Code Waechter LLC
11,999$1.0M0.5%ETFLowTampa, FL2026-10-23
Elevation Point Wealth Partners, LLC
11,630$994.3K0.0%CoreHighDenver, CO2026-11-05
Asset One Wealth Management LLC
11,519$984.9K0.1%GrowthLowBellevue, WA2026-11-02
Modera Wealth Management, LLC
11,491$982.5K0.0%ETFVery LowWestwood, NJ2026-10-28
Sagespring Wealth Partners, LLC
11,452$979.1K0.0%ETFLowFranklin, TN2026-10-22
Verus Capital Partners, LLC
11,262$962.9K0.1%GrowthLowScottsdale, AZ2026-11-03
Certuity, LLC
11,015$941.8K0.0%GARPLowNorth Palm Beach, FL2026-11-02
Robertson Stephens Wealth Management, LLC
10,968$937.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Valeo Financial Advisors, LLC
10,706$915.7K0.0%ETFLowCarmel, IN2026-10-08
Climber Capital SA
10,475$816.0K0.5%ETFLowNyon, Switzerland2026-10-20
Independent Solutions Wealth Management, LLC
10,468$895.0K0.1%GrowthLowWilliamsville, NY2026-10-28
Daymark Wealth Partners, LLC
10,427$891.5K0.0%CoreLowCincinnati, OH2026-11-04
Schuylkill Financial LLC
10,211$873.0K0.9%ETFN/AWyomissing, PA2026-10-21
Vision Financial Markets LLC
10,200$872.1K0.7%CoreLowStamford, CT2026-10-22
Tred Avon Family Wealth, LLC
9,927$848.8K0.3%CoreLowEaston, MD2026-10-20
Aull & Monroe Investment Management Corp
9,913$847.6K0.4%CoreVery LowMobile, AL2026-10-16
Parallel Advisors, LLC
9,890$845.6K0.0%IndexLowSan Francisco, CA2026-11-03
Signature Estate & Investment Advisors LLC
9,640$824.2K0.0%ETFMediumLos Angeles, CA2026-10-13
Plato Investment Management Ltd
9,460$816.3K0.0%CoreLowSydney, China2026-11-05
Portside Wealth Group, LLC
9,394$803.2K0.1%CoreMediumProvo, UT2026-10-20
Crumly & Associates Inc.
9,206$787.1K0.1%ETFMediumSpringfield, IL2026-10-07
BayBridge Capital Group, LLC
9,129$780.5K0.4%GARPMediumLivermore, CA2026-10-13
OpenArc Corporate Advisory, LLC
8,862$757.7K0.0%GrowthLowAtlanta, GA2026-10-21
Abel Hall, LLC
8,855$757.1K0.1%CoreMediumBaton Rouge, LA2026-10-19
Oslo Pensjonsforsikring AS
8,717$749.3K0.1%ValueLowOslo, Norway2026-10-15
PDS Planning, Inc
8,677$741.9K0.0%IndexVery LowDublin, OH2026-11-03
Gamma Investing LLC
8,628$737.7K0.0%IndexVery LowFoster City, CA2026-10-08
Pictet Bank & Trust Ltd
8,519$732.5K0.9%GrowthMediumNassau, Colombia2026-10-21
Triad Wealth Partners, LLC
8,517$728.2K0.0%ETFMediumLawrence, KS2026-10-26
GC Wealth Management RIA, LLC
8,465$723.8K0.0%GrowthMediumCambridge, MA2026-11-02
Axxion S.A.
8,424$724.1K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
MGO One Seven LLC
8,421$720.0K0.0%GrowthLowBeachwood, OH2026-10-28
J2 Capital Management Inc
8,279$707.8K0.4%ETFHighTroy, MI2026-10-19
Plan Group Financial, LLC
8,275$745.4K0.1%ETFMediumOklahoma City, OK2026-10-22
EPG Wealth Management LLC
8,251$705.5K0.2%GrowthLowAtlanta, GA2026-11-03
Intrua Financial, LLC
8,248$705.2K0.1%ETFMediumHouston, TX2026-10-28
Achmea Investment Management B.V.
8,242$709.2K0.0%CoreMediumZeist, Philippines2026-10-30
Louisbourg Investments Inc.
8,240$704.5K0.1%GARPMediumDieppe, Armenia2026-10-20
Global Assets Advisory, LLC
8,163$690.7K0.2%GrowthHighOrlando, FL2026-10-28
Yousif Capital Management, LLC
8,106$693.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Mission Wealth Management, LP
7,823$668.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Financial & Tax Architects, LLC
7,774$664.7K0.1%CoreHighSt Louis, MO2026-10-15
Courier Capital LLC
7,726$660.6K0.0%ETFLowBuffalo, NY2026-10-19
Sentinel Trust Co LBA
7,645$6540.0%ETFVery LowHouston, TX2026-11-03
XXI Wealth, LLC
7,605$650.2K0.3%GrowthLowChicago, IL2026-10-22
Procyon Advisors, LLC
7,596$649.5K0.0%CoreVery LowShelton, CT2026-10-21
Ferguson Wellman Capital Management, Inc
7,555$646.0K0.0%CoreLowPortland, OR2026-10-05
FSM Wealth Advisors, LLC
7,498$645.0K0.1%ETFLowCleveland, OH2026-10-27
Citizens Financial Group Inc
7,449$636.9K0.0%GrowthLowProvidence, RI2026-10-23
Aries Wealth Management
7,439$636.8K0.1%CoreVery LowPortland, ME2026-10-23
Decker Wealth Management LLC
7,371$630.4K0.1%MomentumLowNashville, TN2026-10-09
Blue Trust, Inc.
7,316$625.5K0.0%ETFLowBrentwood, TN2026-10-15
Miller Global Investments, LLC
7,260$620.7K0.5%ValueMediumDallas, TX2026-10-02
EverSource Wealth Advisors, LLC
7,234$618.5K0.0%CoreMediumBirmingham, AL2026-11-04
Monument Capital Management
7,224$617.7K0.1%GARPHighAlexandria, VA2026-10-09
Cohen Investment Advisors LLC
7,199$618.9K0.3%CoreVery LowBedford, NH2026-10-20
Connecticut Wealth Management, LLC
7,175$613.5K0.0%ETFLowFarmington, CT2026-10-13
Henry James International Management Inc.
7,143$610.7K0.2%GARPLowNew York, NY2026-10-14
James T. Borello RIA
7,081$605.4K0.1%ETFVery LowEast Dundee, IL2026-10-16
Prime Capital Investment Advisors, LLC
7,003$598.8K0.0%ETFLowOverland Park, KS2026-10-20
Legacy Capital Wealth Partners, LLC
7,000$598.5K0.1%CoreMediumLittle Rock, AR2026-10-21
First Interstate Bank
7,000$598.5K0.0%ETFLowBillings, MT2026-10-23
Kingswood Wealth Advisors, LLC
6,904$590.3K0.0%GrowthLowSan Diego, CA2026-10-23
Exchange Traded Concepts, LLC
6,893$589.4K0.0%GrowthMediumOklahoma City, OK2026-10-28
Advisortrust Partners, LLC
6,790$580.5K0.2%CoreHighRaleigh, NC2026-11-02
Old National Bancorp
6,693$572.3K0.0%CoreLowEvansville, IN2026-10-20
Founders Financial Securities LLC
6,491$555.0K0.0%ETFMediumTowson, MD2026-10-28
Anchyra Partners LLC
6,403$547.5K0.1%CoreLowAtlanta, GA2026-10-13
New Wave Wealth Advisors LLC
6,395$575.0K0.2%CoreMediumSpringdale, AR2026-10-19
Baker Ellis Asset Management LLC
6,353$543.2K0.1%GARPVery LowVancouver, WA2026-10-14
StoneX Group Inc.
6,307$548.4K0.0%ETFMediumNew York, NY2026-11-03
Kathmere Capital Management, LLC
6,287$537.5K0.0%ETFLowWayne, PA2026-10-20
BOS Asset Management, LLC
6,279$536.8K0.1%ETFLowSpringfield, IL2026-10-09
Clear Creek Financial Management, LLC
6,275$536.5K0.0%ETFMediumSilverdale, WA2026-10-28
Sage Rhino Capital LLC
6,214$531.3K0.1%ETFLowMenlo Park, CA2026-10-28
Larry Mathis Financial Planning, LLC
6,073$519.2K0.4%ValueHighPhoenix, AZ2026-10-26
Avestar Capital, LLC
6,039$516.4K0.0%GrowthLowNew York, NY2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5,983$511.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Sovran Advisors, LLC
5,968$561.2K0.0%ETFMediumSan Diego, CA2026-11-02
AdvisorNet Financial, Inc
5,915$530.2K0.0%ETFLowMinnetonka, MN2026-10-15
Genesis Private Wealth, LLC
5,861$501.1K0.1%ETFLowAshburn, VA2026-11-02
Leuthold Group, LLC
5,832$498.6K0.0%ValueMediumMinneapolis, MN2026-11-04
B. Riley Wealth Advisors, Inc.
5,828$498.3K0.0%GrowthLowMemphis, TN2026-10-13
Lanark Financial, Inc.
5,823$497.9K0.0%CoreMediumBirmingham, AL2026-10-26
Capital Investment Advisory Services, LLC
5,797$507.3K0.0%CoreMediumRaleigh, NC2026-10-30
WoodTrust Financial Corp
5,750$4920.0%CoreLowWisconsin Rapids, WI2026-10-09
Sigma Planning Corp
5,722$489.2K0.0%GrowthMediumAnn Arbor, MI2026-10-23
71 West Capital Partners
5,693$489.4K0.0%IndexVery LowBoston, MA2026-11-04
SmartHarvest Portfolios, LLC
5,693$486.7K0.2%GrowthLowSeattle, WA2026-10-26
Indivisible Partners
5,685$486.1K0.0%GrowthMediumClearwater, FL2026-10-26
1620 Investment Advisors, Inc.
5,656$483.6K0.3%ValueLowPlymouth, MA2026-11-04
HUB Investment Partners, LLC
5,546$474.2K0.0%GrowthLowAustin, TX2026-11-03
Alta Capital Management LLC/
5,490$469.4K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Laurel OAK Wealth Management, LLC
5,459$466.7K0.1%GrowthLowMarlton, NJ2026-10-19
Net Worth Advisory Group
5,348$452.0K0.1%GARPMediumSandy, UT2026-10-20
JGP Wealth Management, LLC
5,340$456.6K0.0%CoreLowBend, OR2026-10-13
Innova Wealth Partners
5,331$455.8K0.2%ETFHighNewtown, PA2026-10-21
180 Wealth Advisors, LLC
5,228$447.0K0.0%CoreLowFederal Way, WA2026-11-03
Lantz Financial LLC
5,183$443.1K0.1%ETFLowNaperville, IL2026-10-15
Bank & Trust Co
5,119$439.6K0.3%ValueVery LowLitchfield, IL2026-10-07
Private Trust Co NA
5,008$429.4K0.0%CoreLowCleveland, OH2026-10-20
Abner Herrman & Brock LLC
5,000$4270.0%GARPLowJersey City, NJ2026-10-20
Wedmont Private Capital
4,974$427.9K0.0%IndexVery LowWest Chester, PA2026-10-09
Kornitzer Capital Management Inc
4,910$419.8K0.0%CoreLowShawnee Mission, KS2026-11-03
Koshinski Asset Management, Inc.
4,876$416.9K0.0%ETFLowDecatur, IL2026-10-29
Connecticut Capital Management Group, LLC
4,847$414.4K0.3%GrowthLowMilford, CT2026-10-29
Magnus Financial Group LLC
4,800$410.4K0.0%ETFLowNew York, NY2026-10-21
First Nebraska Trust Co
4,706$402.4K0.0%CoreVery LowLincoln, NE2026-10-30
Collaborative Fund Advisors, LLC
4,655$398.0K0.2%GrowthVery HighReno, NV2026-11-02
Oppenheimer & Co Inc
4,639$396.6K0.0%CoreLowNew York, NY2026-10-26
VestGen Advisors, LLC
4,627$395.7K0.0%GrowthMediumChicago, IL2026-10-27
Gallacher Capital Management LLC
4,593$392.7K0.3%ValueMediumLone Tree, CO2026-10-30
Aaron Wealth Advisors LLC
4,559$389.8K0.0%GrowthMediumChicago, IL2026-10-13
Walkner Condon Financial Advisors LLC
4,504$385.1K0.0%ETFLowVerona, WI2026-11-02
Symphony Financial, Ltd. Co.
4,488$387.2K0.0%GrowthLowHouston, TX2026-10-22
Decision Investments, Inc
4,452$380.6K0.3%GrowthLowSan Diego, CA2026-10-07
Aprio Wealth Management, LLC
4,444$379.9K0.0%ETFMediumAtlanta, GA2026-10-28
AA Financial Advisors, LLC
4,422$378.1K0.0%ETFMediumColumbus, OH2026-10-19
Fortitude Advisory Group L.L.C.
4,404$376.5K0.1%GrowthMediumGig Harbor, WA2026-10-15
Mitchell & Pahl Private Wealth, LLC
4,367$373.4K0.1%CoreVery LowOklahoma City, OK2026-10-14
Miller Howard Investments Inc
4,321$369.5K0.0%YieldMediumKingston, NY2026-10-26
May Hill Capital, LLC
4,237$362.3K0.1%ETFLowCohasset, MA2026-11-03
Fifth Third Wealth Advisors LLC
4,225$361.2K0.0%IndexVery LowCincinnati, OH2026-10-22
Wolff Financial Management LLC
4,224$361.2K0.1%ETFVery LowKalamazoo, MI2026-10-23
Harbor Capital Advisors, Inc.
4,159$3560.0%ValueHighChicago, IL2026-10-22
Focus Financial Network, Inc.
4,152$355.0K0.0%ETFLowMinneapolis, MN2026-10-14
Cromwell Holdings LLC
4,011$346.6K0.2%IndexLowJackson, WY2026-10-28
Rosenberg Matthew Hamilton
4,010$342.9K0.1%ETFVery LowGrand Junction, CO2026-10-05
Wedbush Securities Inc
3,976$3400.0%CoreLowPasadena, CA2026-10-22
Entrust Financial LLC
3,910$334.3K0.2%ETFLowWayne, PA2026-11-04
Apollon Wealth Management, LLC
3,908$334.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Uhlmann Price Securities, LLC
3,863$330.3K0.0%Agg GrowthLowSkokie, IL2026-11-03
Avior Wealth Management, LLC
3,839$328.2K0.0%ETFMediumOmaha, NE2026-10-13
Third View Private Wealth, LLC
3,777$322.9K0.0%GrowthLowWestport, CT2026-10-30
Bryn Mawr Trust Advisors, LLC
3,768$322.3K0.0%CoreLowPhiladelphia, PA2026-11-04
Grove Bank & Trust
3,716$317.7K0.0%ETFLowMiami, FL2026-10-08
Fiduciary Financial Group, LLC
3,711$317.3K0.0%ETFLowSan Rafael, CA2026-10-13
Farmers & Merchants Investments Inc
3,709$318.5K0.0%CoreVery LowLincoln, NE2026-10-22
Cooper Financial Group
3,683$314.9K0.0%GrowthMediumIrvine, CA2026-10-07
Sageworth Trust Co of South Dakota
3,646$313.5K0.2%ETFLowSioux Falls, SD2026-10-30
Sippican Capital Advisors
3,619$309.4K0.2%ValueLowBoston, MA2026-10-23
Integrated Advisors Network LLC
3,571$305.3K0.0%GrowthMediumDallas, TX2026-10-20
M Holdings Securities, Inc.
3,495$3200.0%ETFHighPortland, OR2026-11-03
Livet Wealth, LLC
3,459$295.7K0.2%ETFLowSpanish Fork, UT2026-10-27
Beverly Hills Private Wealth, LLC
3,441$294.2K0.1%ValueMediumBeverly Hills, CA2026-11-04
Argentarii, LLC
3,431$293.4K0.1%GrowthLowCincinnati, OH2026-10-28
Delta Financial Advisors LLC
3,430$293.3K0.1%CoreVery LowMetairie, LA2026-10-27
Visionary Horizons, LLC
3,396$290.4K0.1%ETFLowKnoxville, TN2026-10-22
Axxcess Wealth Management, LLC
3,388$289.7K0.0%CoreLowCarlsbad, CA2026-10-21
Piedmont Capital Management, LLC
3,381$289.1K0.2%CoreLowGreensboro, NC2026-10-21
Center For Asset Management LLC
3,365$287.7K0.1%ETFMediumPalm Beach Gardens, FL2026-10-16
MFA Wealth Advisors, LLC
3,357$287.0K0.0%ETFMediumPittsburgh, PA2026-10-07
Annex Advisory Services, LLC
3,335$285.1K0.0%GrowthHighBrookfield, WI2026-10-16
Lantern Wealth Advisors, LLC
3,300$282.2K0.1%GrowthLowMelville, NY2026-10-22
Brighton Jones LLC
3,292$281.5K0.0%CoreVery LowSeattle, WA2026-11-03
KCM Investment Advisors LLC
3,284$280.8K0.0%CoreVery LowGreenbrae, CA2026-10-27
3Chopt Investment Partners, LLC
3,203$273.9K0.0%CoreLowRichmond, VA2026-10-30
Simplicity Wealth,LLC
3,179$271.8K0.0%ETFLowSummit, NJ2026-10-23
Pinnacle Wealth Planning Services, Inc.
3,175$271.5K0.0%GARPLowMansfield, OH2026-10-27
Planned Solutions, Inc.
3,162$270.4K0.1%ETFLowFolsom, CA2026-10-19
Eagle Bay Advisors LLC
3,068$262.3K0.2%GrowthMediumNew York, NY2026-10-16
Independent Financial Group, LLC
3,067$263.3K0.0%GrowthLowSan Diego, CA2026-10-13
Fulton Bank, N.A.
3,053$261.0K0.0%CoreLowLancaster, PA2026-10-14
Eagle Global Advisors LLC
3,050$260.8K0.0%CoreLowHouston, TX2026-11-02
Five Oceans Advisors
3,043$260.2K0.1%ETFVery LowCarlsbad, CA2026-10-22
Brookstone Capital Management
3,034$259.4K0.0%ETFMediumWheaton, IL2026-10-22
Bond & Devick Financial Network, Inc.
3,021$258.3K0.1%ETFVery LowSt. Louis Park, MN2026-10-23
Avail Investment Partners, LLC
3,006$257.0K0.2%CoreMediumLemont, PA2026-10-16
Gilliland Jeter Wealth Management LLC
3,000$256.5K0.1%GrowthVery LowLittle Rock, AR2026-10-28
GHP Investment Advisors, Inc.
2,987$255.4K0.0%CoreVery LowDenver, CO2026-10-15
Inscription Capital, LLC
2,975$254.4K0.0%GARPMediumHouston, TX2026-11-02
Invested Advisors
2,954$252.6K0.2%CoreMediumState College, PA2026-10-23
Gerber Kawasaki Wealth & Investment Management
2,944$251.7K0.0%ETFLowSanta Monica, CA2026-10-29
Roxbury Financial LLC
2,916$249.3K0.2%CoreVery LowMount Arlington, NJ2026-10-01
BIP Wealth, LLC
2,896$247.6K0.0%ETFMediumAtlanta, GA2026-10-22
Angeles Wealth Management, LLC
2,888$247.5K0.0%ETFLowSanta Monica, CA2026-10-26
Avantax Planning Partners, Inc.
2,874$245.7K0.0%ETFLowDubuque, IA2026-11-03
Strategic Advisors LLC
2,858$244.4K0.1%GrowthLowNew York, NY2026-10-13
Sowell Financial Services LLC
2,806$239.9K0.0%CoreLowNorth Little Rock, AR2026-10-23
Pekin Hardy Strauss, Inc.
2,791$239.9K0.0%ValueMediumChicago, IL2026-11-02
Crestwood Advisors Group, LLC
2,782$237.8K0.0%GrowthLowBoston, MA2026-10-27
Cornerstone Wealth Management, LLC
2,684$229.5K0.0%ETFVery LowSt. Peters, MO2026-11-04
Interchange Capital Partners, LLC
2,679$230.0K0.0%GrowthLowPittsburgh, PA2026-10-28
Klingman & Associates, LLC
2,662$227.6K0.0%ETFVery LowNew York, NY2026-10-20
Souders Financial Advisors
2,659$227.3K0.0%ETFLowCincinnati, OH2026-11-03
Fragasso Financial Advisors Inc
2,653$228.5K0.0%ETFLowSewickley, PA2026-10-13
Seven Mile Advisory
2,622$224.2K0.2%GrowthLowTallahassee, FL2026-10-22
Root Financial Partners, LLC
2,612$223.3K0.0%ETFMediumEncinitas, CA2026-10-21
Sweeney & Michel, LLC
2,604$225.3K0.1%ETFVery LowChico, CA2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
2,600$2220.0%ValueMediumBloomfield Hills, MI2026-10-26
Burney Co/
2,593$221.7K0.0%GARPMediumReston, VA2026-10-15
Traveka Wealth, LLC
2,556$218.5K0.1%ETFLowLos Altos, CA2026-10-19
Southland Equity Partners LLC
2,525$217.1K0.0%ETFLowWildwood, MO2026-10-14
Atlas Private Wealth Advisors
2,517$215.2K0.0%ETFLowRed Bank, NJ2026-10-23
Retirement Investment Advisors, Inc.
2,516$215.1K0.0%ETFVery LowOklahoma City, OK2026-10-22
Meritas Wealth Management, LLC
2,500$213.8K0.1%ETFVery LowSan Rafael, CA2026-10-14
Venture Visionary Partners LLC
2,464$210.7K0.0%CoreLowSylvania, OH2026-10-07
Echo45 Advisors LLC
2,454$209.8K0.1%ETFLowWalnut Creek, CA2026-10-07
State of Wyoming
2,419$206.8K0.0%ValueHighCheyenne, WY2026-10-28
55 North Private Wealth, LLC
2,409$206.0K0.0%ETFLowWinter Park, FL2026-10-20
AlphaStar Capital Management, LLC
2,405$205.6K0.0%ETFMediumCornelius, NC2026-10-16
Sapient Capital LLC
2,387$205.2K0.0%GrowthMediumIndianapolis, IN2026-10-08
Retirement Planning Group, LLC
2,385$203.9K0.0%ETFVery LowLeawood, KS2026-10-19
MW Advisory, LLC
2,369$202.6K0.1%CoreN/AAtlanta, GA2026-10-19
Fiduciary Alliance LLC
2,366$202.3K0.0%CoreMediumGreenville, SC2026-10-13
Rydar Equities, Inc.
2,364$199.1K0.1%CoreVery LowWeatherford, TX2026-10-13
Ascentis Independent Advisors
2,353$201.2K0.0%ETFLowDallas, TX2026-11-03
SkyOak Wealth, LLC
2,350$200.9K0.0%ETFLowSouthfield, MI2026-10-28
Hilltop National Bank
2,150$183.8K0.0%CoreLowCasper, WY2026-10-14
Wilmington Savings Fund Society, FSB
2,122$181.4K0.0%CoreLowWilmington, DE2026-10-23
IFP Advisors, Inc
2,094$179.0K0.0%GrowthLowTampa, FL2026-10-16
Mather Group, Llc.
1,869$159.8K0.0%ETFMediumChicago, IL2026-10-14
MassMutual Private Wealth & Trust, FSB
1,750$149.6K0.0%CoreLowSpringfield, MA2026-10-05
Owl Creek Wealth Partners LLC
1,635$139.8K0.0%IndexLowGreenwood Village, CO2026-10-20
Cullen T Bankers, Inc.
1,633$139.6K0.0%GrowthLowSan Antonio, TX2026-10-28
Tsfg, LLC
1,512$1290.0%ETFLowLake Forest, IL2026-10-23
Parkside Financial Bank & Trust
1,497$128.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nisa Investment Advisors, LLC
1,412$120.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Curat Global, LLC
1,400$119.7K0.1%CoreMediumSpringfield, NH2026-10-26
Westside Investment Management, Inc.
1,398$118.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Gables Capital Management Inc.
1,350$115.4K0.0%GrowthVery LowMiami, FL2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP
1,334$114.1K0.0%GrowthVery LowBoston, MA2026-10-23
Salomon & Ludwin, LLC
1,334$114.1K0.0%ETFVery LowRichmond, VA2026-10-29
Ascentis Wealth Management, LLC
1,117$95.5K0.0%Agg GrowthLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
1,074$91.8K0.0%ETFVery LowHermitage, PA2026-11-03
First Bancorp, Inc
1,035$88.7K0.0%ValueVery LowDamariscotta, ME2026-10-26
Golden State Wealth Management, LLC
1,035$88.5K0.0%ETFMediumSanta Ana, CA2026-11-02
General Partner, Inc.
1,000$85.5K0.0%CoreLowPittsburgh, PA2026-10-05
Spirit of America Management Corp
1,000$85.5K0.0%GARPLowSyosset, NY2026-10-14
Independence Bank of Kentucky
1,000$85.9K0.0%GrowthLowOwensboro, KY2026-10-26
Community Financial Services Group, LLC
755$63.8K0.0%GrowthLowNewport, VT2026-10-15
Caldwell Trust Co
749$64.0K0.0%GrowthLowVenice, FL2026-10-30
Compass Financial Management LLC
738$63.1K0.0%CoreN/ATampa, FL2026-10-30
V-Square Quantitative Management LLC
730$62.4K0.0%CoreLowChicago, IL2026-10-15
Compass Wealth Management LLC
678$58.0K0.0%GARPLowGuilford, CT2026-10-22
Latitude Advisors, LLC
672$57.5K0.0%ETFLowYorkville, IL2026-10-27
Manchester Capital Management LLC
649$55.5K0.0%CoreLowManchester, VT2026-10-22
American National Bank & Trust
589$50.6K0.0%CoreVery LowWichita Falls, TX2026-10-07
CoreCap Advisors, LLC
588$50.3K0.0%ETFMediumSouthfield, MI2026-10-08
Signature Equity Partners, LLC
571$48.8K0.0%GrowthMediumColumbus, OH2026-10-29
Maseco LLP
537$46.0K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Financial Consulate, Inc
530$45.3K0.0%ETFLowHunt Valley, MD2026-10-23
Fairscale Capital, LLC
526$50.1K0.0%GrowthVery LowNashua, NH2026-11-04
Eastern Bank
500$42.8K0.0%GrowthMediumBoston, MA2026-10-05
GK Wealth Management LLC
500$42.8K0.0%GARPVery HighReno, NV2026-10-09
Lodestone Wealth Management LLC
490$41.9K0.0%CoreLowSpokane, WA2026-10-14
Elyxium Wealth, LLC
473$40.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Heritage Family Offices, LLP
468$40.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Gen-Wealth Partners Inc
466$39.8K0.0%CoreLowZeeland, MI2026-11-04
Financial Management Professionals, Inc.
464$40.1K0.0%ETFMediumAustin, TX2026-10-23
Adirondack Trust Co
447$38.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Trust Co
442$37.8K0.0%ETFVery LowManhattan, KS2026-10-09
First Horizon Corp
442$37.8K0.0%CoreLowMemphis, TN2026-10-26
MH & Associates Securities Management Corp
440$37.6K0.0%YieldLowCarlsbad, CA2026-10-30
Foster Dykema Cabot & Partners, LLC
422$36.1K0.0%GrowthLowWaltham, MA2026-10-30
Triumph Capital Management
418$35.7K0.0%ETFMediumDenver, CO2026-10-14
Cassaday & Co Wealth Management LLC
401$34.5K0.0%ETFVery LowMclean, VA2026-10-27
Kennebec Savings Bank
400$34.4K0.0%CoreLowAugusta, ME2026-10-22
Birch Financial Group, LLC
397$33.9K0.0%CoreLowKeene, NH2026-10-27
Monetary Solutions, Ltd
360$30.8K0.0%ETFVery LowDayton, OH2026-10-22
West Financial Advisors, LLC
347$29.7K0.0%ETFLowDes Moines, IA2026-10-22
Bare Financial Services, Inc
334$28.6K0.0%ETFVery LowGap, PA2026-11-04
True Wealth Design, LLC
322$27.5K0.0%ETFMediumAkron, OH2026-10-13
Bell Investment Advisors, Inc
311$26.6K0.0%ETFVery LowOrinda, CA2026-10-29
Country Trust Bank
301$25.7K0.0%GrowthLowBloomington, IL2026-10-30
Costello Asset Management, Inc
300$25.7K0.0%CoreLowFeasterville, PA2026-10-30
Murphy & Mullick Capital Management Corp
299$25.6K0.0%GrowthLowSmithtown, NY2026-11-02
Highline Wealth Partners LLC
292$25.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Physician Wealth Advisors, Inc.
285$24.4K0.0%ETFMediumMidvale, UT2026-10-20
Key FInancial Inc
280$24.1K0.0%ETFLowWest Chester, PA2026-11-02
Jnba Financial Advisors
278$23.8K0.0%ETFMediumBloomington, MN2026-11-03
Center for Financial Planning, Inc.
268$22.9K0.0%ETFLowSouthfied, MI2026-10-26
Laurel Wealth Advisors LLC
236$20.2K0.0%CoreVery LowCharlotte, NC2026-10-27
Key Capital Management, Inc
224$19.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Union Savings Bank
223$19.1K0.0%CoreLowLitchfield, CT2026-10-14
Avion Wealth
222$180.0%ETFLowThe Woodlands, TX2026-11-04
Olistico Wealth, LLC
218$18.7K0.0%GrowthVery LowTulsa, OK2026-10-05
Nfsg Corp
218$18.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
J.Safra Asset Management Corp
213$18.2K0.0%ETFLowNew York, NY2026-11-03
Smallwood Wealth Investment Management, LLC
200$17.1K0.0%ETFVery LowRed Bank, NJ2026-10-30
Raleigh Capital Management Inc.
200$17.1K0.0%CoreMediumCary, NC2026-10-28
Gold Investment Management Ltd.
200$17.1K0.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Duncker Streett & Co Inc
200$17.1K0.0%GrowthLowSt. Louis, MO2026-10-27
Plante Moran Financial Advisors, LLC
180$15.4K0.0%ETFVery LowSouthfield, MI2026-11-04
North Star Investment Management Corp.
173$14.8K0.0%CoreLowChicago, IL2026-10-27
SJS Investment Consulting Inc.
163$13.9K0.0%ETFVery LowSylvania, OH2026-10-26
Piscataqua Savings Bank
160$13.7K0.0%CoreVery LowPortsmouth, NH2026-10-21
Yankcom Partnership
158$13.6K0.0%CoreVery LowYankton, SD2026-10-15
Cranbrook Wealth Management, LLC
151$12.9K0.0%ETFVery LowBloomfield Hills, MI2026-10-28
Atlantic Edge Private Wealth Management, LLC
150$12.8K0.0%CoreLowJacksonville, FL2026-10-20
Kentucky Trust Co
150$12.9K0.0%CoreVery LowDanville, KY2026-10-15
WPG Advisers, LLC
146$12.5K0.0%CoreLowBaltimore, MD2026-10-27
Montag A & Associates Inc
139$11.9K0.0%CoreLowAtlanta, GA2026-10-29
Cdkv Holdings LLC
133$11.4K0.0%ETFMediumDenver, CO2026-10-28
Financial Perspectives, Inc
132$11.3K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Kozak & Associates, Inc.
131$12.2K0.0%ETFLowHighlands Ranch, CO2026-10-29
Hilton Head Capital Partners, LLC
130$11.1K0.0%CoreMediumHilton Head Island, SC2026-10-23
Moisand Fitzgerald Tamayo, LLC
127$10.9K0.0%ETFVery LowOrlando, FL2026-10-15
Trust Co of Toledo NA
114$9.7K0.0%GrowthVery LowHolland, OH2026-10-16
Hager Investment Management Services, LLC
112$9.6K0.0%GrowthMediumNew London, NH2026-11-04
RMG Wealth Management LLC
112$10.2K0.0%ETFVery HighPlatteville, WI2026-10-26
Fairman Group, LLC
110$9.5K0.0%ETFLowChesterbrook, PA2026-10-26
Next Level Wealth Planning, LLC
108$9.2K0.0%ETFVery LowMeridian, ID2026-10-29
Hara Capital LLC
105$9.1K0.0%Deep ValueMediumBellevue, WA2026-10-30
UMB Private Wealth Management, LLC
104$8.9K0.0%GrowthN/AKansas City, MO2026-10-19
New England Capital Financial Advisors LLC
101$8.6K0.0%ETFLowMeriden, CT2026-11-03
Cape Investment Advisory, Inc.
97$8.3K0.0%ETFLowMcdonough, GA2026-10-13
Foresight Capital Management Advisors, Inc.
94$8.0K0.0%CoreMediumSaline, MI2026-10-27
Albion Financial Group
92$7.9K0.0%GrowthLowSalt Lake City, UT2026-10-21
City Holding Co
91$7.8K0.0%CoreLowCharleston, WV2026-10-19
Farmers & Merchants Trust Co of Chambersburg PA
91$80.0%GARPLowChambersburg, PA2026-10-14
City State Bank
86$7.4K0.0%GrowthVery LowNorwalk, IA2026-10-20
Planning Strategies Inc.
85$7.3K0.0%ETFN/ALancaster, PA2026-10-02
Quest 10 Wealth Builders, Inc.
81$6.9K0.0%ETFLowFuquay-Varina, VA2026-11-02
Evolution Wealth Management Inc.
76$6.5K0.0%ETFMediumFort Myers, FL2026-10-28
Harbor Investment Advisory, LLC
75$6.4K0.0%GrowthLowLutherville, MD2026-10-13
Hazlett, Burt & Watson, Inc.
75$60.0%CoreVery LowWheeling, WV2026-11-04
American Capital Advisory, LLC
74$6.3K0.0%ETFLowKetchum, ID2026-10-28
Harbor Asset Planning, Inc.
72$6.2K0.0%ETFVery LowBelmont, MA2026-10-23
Lloyd Advisory Services, Llc.
72$6.2K0.0%ETFVery HighSuwanee, GA2026-11-02
Fiduciary Advisors, Inc.
69$5.9K0.0%ETFLowSt. Louis, MO2026-10-16
Ares Financial Consulting, LLC
64$5.5K0.0%CoreLowCalabasas, CA2026-10-19
Arlington Trust Co LLC
63$5.4K0.0%ETFMediumBirmingham, AL2026-10-20
Halbert Hargrove Global Advisors, LLC
63$5.4K0.0%ETFLowLong Beach, CA2026-10-16
Burk Holdings LLC
62$5.3K0.0%ETFVery LowTulsa, OK2026-11-05
Nemes Rush Group LLC
58$5.0K0.0%CoreVery LowNovi, MI2026-11-04
Creative Capital Management Investments LLC
57$4.9K0.0%ETFLowSan Diego, CA2026-10-28
Oakworth Capital, Inc.
56$4.8K0.0%ETFLowBirmingham, AL2026-10-26
Gilpin Wealth Management, LLC
55$4.7K0.0%GrowthLowDenver, CO2026-10-09
Elevated Capital Advisors, LLC
40$3.4K0.0%ETFMediumSandy, UT2026-11-04
Granite FO LLC
39$3.4K0.0%GARPVery LowGilford, NH2026-10-14
Gleason Group, Inc.
38$3.2K0.0%ETFVery LowProspect, KY2026-10-15
Beacon Investment Advisory Services, Inc.
38$3.2K0.0%GrowthLowMorristown, NJ2026-10-13
Markowski Investments
37$3.2K0.0%ETFN/ATampa, FL2026-10-30
West Paces Advisors Inc.
36$3.1K0.0%ETFLowAtlanta, GA2026-10-13
MV Capital Management, Inc.
33$2.8K0.0%ETFLowBethesda, MD2026-10-29
Kingdom Financial Group Llc.
27$2.3K0.0%ETFMediumPeoria, AZ2026-11-04
DecisionPoint Financial, LLC
26$2.2K0.0%ETFVery LowMesa, AZ2026-10-27
Fairway Wealth LLC
24$2.1K0.0%ETFLowIndependence, OH2026-10-30
Noble Wealth Management PBC
23$2.0K0.0%YieldMediumGreenwood Village, CO2026-10-01
Tounjian Advisory Partners, LLC
23$2.0K0.0%GrowthHighFort Myers, FL2026-11-04
Armstrong Advisory Group, Inc
21$1.8K0.0%ETFHighNeedham, MA2026-10-09
Richardson Financial Services Inc.
20$1.7K0.0%GrowthMediumMedway, MA2026-10-30
Brown, Lisle Ings, Inc.
20$1.7K0.0%CoreVery LowProvidence, RI2026-10-16
Downshift Financial, LLC
19$1.6K0.0%ETFLowBoulder, CO2026-10-13
Trifecta Capital Advisors, LLC
18$1.5K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Nvest Wealth Strategies, Inc.
12$1.0K0.0%ETFVery LowPowell, OH2026-10-14
Abound Wealth Management
10$8550.0%ETFVery LowFranklin, TN2026-10-26
Mosley Wealth Management
7$6190.0%ETFHighAnaheim, CA2026-10-16
Godsey & Gibb, Inc
6$5130.0%CoreLowRichmond, VA2026-10-14
Inspire Investing, LLC
2$1450.0%GARPHighMeridian, ID2026-10-22
Buck Wealth Strategies, LLC
1$860.0%ValueMediumDenver, CO2026-10-28