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Amdocs LTD (DOX)

CUSIP: G02602103 | Technology · Software - Infrastructure | Mid Cap | 1736 institutional holders

Quarters

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

Pzena Investment Management LLC14,454,911
2.4% of portfolio›$826.5M
Dimensional Fund Advisors LP4,726,498
0.0% of portfolio›$270.3M
Beutel, Goodman & Co Ltd.4,313,065
0.0% of portfolio›$246.6K
Robeco Institutional Asset Management B.V.753,848
0.1% of portfolio›$43.1M
Principal Financial Group Inc557,697
0.0% of portfolio›$31.9M
Citigroup Inc542,213
0.0% of portfolio›$31.0M
Seizert Capital Partners, LLC468,824
1.2% of portfolio›$26.8M
Creative Planning388,906
0.0% of portfolio›$22.2M
M&G Plc266,160
0.1% of portfolio›$15.2M
Alps Advisors Inc264,909
0.1% of portfolio›$15.1M
TD Waterhouse Canada Inc.235,626
0.0% of portfolio›$13.8M
Ranmore Fund Management Ltd200,000
1.3% of portfolio›$11.4M
Running Oak Capital LLC149,641
1.4% of portfolio›$8.6M
Crossmark Global Holdings, Inc.124,561
0.1% of portfolio›$7.1M
State of Alaska, Department of Revenue101,260
0.0% of portfolio›$5.8K
Wasatch Advisors LP86,116
0.0% of portfolio›$4.9M
Moran Wealth Management, LLC85,331
0.1% of portfolio›$4.9M
Oak Thistle LLC85,017
0.4% of portfolio›$4.9M
Wedge Capital Management L L P81,084
0.1% of portfolio›$4.6M
GHP Investment Advisors, Inc.65,382
0.1% of portfolio›$3.7M
Corbyn Investment Management Inc60,979
1.0% of portfolio›$3.5M
Oppenheimer & Co Inc57,887
0.0% of portfolio›$3.3M
Valley Wealth Managers, Inc.56,713
0.2% of portfolio›$3.2M
Edmp, Inc.48,463
2.1% of portfolio›$2.8M
AGF Management LTD46,392
0.0% of portfolio›$2.7M
Achmea Investment Management B.V.40,563
0.0% of portfolio›$2.3M
Steel Grove Capital Advisors, LLC38,980
0.2% of portfolio›$2.2M
DekaBank Deutsche Girozentrale37,856
0.0% of portfolio›$2.2K
MacKenzie Financial Corp34,860
0.0% of portfolio›$2.0M
Vest Financial, LLC34,411
0.0% of portfolio›$2.0M
Sierra Summit Advisors LLC32,461
0.2% of portfolio›$1.9M
Ashton Thomas Private Wealth, LLC32,325
0.0% of portfolio›$1.8M
Truist Financial Corp32,013
0.0% of portfolio›$1.8M
Atria Investments, Inc31,829
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC29,288
0.0% of portfolio›$1.8M
Two Point Capital Management, Inc.26,716
0.7% of portfolio›$1.5M
Range Financial Group LLC25,141
0.4% of portfolio›$1.4M
Ethic Inc.22,384
0.0% of portfolio›$1.3M
Evergreen Capital Management LLC17,955
0.0% of portfolio›$1.0M
Sage Private Wealth Group, LLC17,102
0.3% of portfolio›$977.9K
First Citizens Bank & Trust Co16,596
0.0% of portfolio›$949.0K
Burney Co/16,576
0.0% of portfolio›$947.8K
Commonwealth Equity Services, LLC16,515
0.0% of portfolio›$944.4K
C WorldWide Group Holding A/S16,163
0.0% of portfolio›$924
Simplex Trading, LLC15,654
0.0% of portfolio›$895.1K
Hennion & Walsh Asset Management, Inc.12,266
0.0% of portfolio›$701.4K
Xponance LLC11,716
0.0% of portfolio›$669.9K
Quadrant Capital Group LLC11,449
0.0% of portfolio›$675.7K
Inspire Investing, LLC11,098
0.0% of portfolio›$634.6K
ABN Amro Investment Solutions11,097
0.0% of portfolio›$634.5K
Citizens Financial Group Inc10,939
0.0% of portfolio›$625.5K
SEB Asset Management AB9,913
0.0% of portfolio›$566.8K
Steph & Co9,454
0.1% of portfolio›$540.6K
Sylvest Advisors, LLC9,335
0.2% of portfolio›$533.8K
Signaturefd, LLC8,936
0.0% of portfolio›$510.9K
CX Institutional8,146
0.0% of portfolio›$466
Harbor Capital Advisors, Inc.8,083
0.0% of portfolio›$462
Kendall Capital Management7,615
0.1% of portfolio›$435.4K
Concurrent Investment Advisors, LLC7,506
0.0% of portfolio›$429.2K
Redmond Asset Management, LLC7,223
0.1% of portfolio›$413.0K
Parallel Advisors, LLC7,211
0.0% of portfolio›$412.3K
Dynamic Advisor Solutions LLC7,085
0.0% of portfolio›$405.1K
Cambridge Investment Research Advisors, Inc.7,053
0.0% of portfolio›$403
State of Wyoming6,772
0.0% of portfolio›$387.2K
Teza Capital Management LLC6,577
0.3% of portfolio›$376.1K
Carolina Wealth Advisors, LLC6,532
0.1% of portfolio›$373.5K
Fulton Bank, N.A.6,368
0.0% of portfolio›$364.1K
First Horizon Corp5,844
0.0% of portfolio›$334.2K
Excalibur Management Corp5,676
0.1% of portfolio›$324.6K
GW Henssler & Associates LTD5,618
0.0% of portfolio›$321.2K
Sanders Morris Harris LLC5,500
0.0% of portfolio›$314.5K
Childress Capital Advisors, LLC5,402
0.0% of portfolio›$308.9K
Amalgamated Bank5,349
0.0% of portfolio›$306
Greenleaf Trust5,258
0.0% of portfolio›$300.7K
Nisa Investment Advisors, LLC5,160
0.0% of portfolio›$298.0K
Kestra Investment Management, LLC4,932
0.0% of portfolio›$282.0K
AlphaCore Capital LLC4,644
0.0% of portfolio›$265.5K
Net Worth Advisory Group4,431
0.1% of portfolio›$258.6K
Perigon Wealth Management, LLC4,181
0.0% of portfolio›$239.1K
First Business Financial Services, Inc.4,046
0.0% of portfolio›$231.4K
Martin Capital Partners, LLC3,932
0.1% of portfolio›$224.8K
Boston Trust Walden Corp3,900
0.0% of portfolio›$223.0K
Strs Ohio3,853
0.0% of portfolio›$220.3K
Ifrah Financial Services, Inc.3,817
0.1% of portfolio›$218.3K
D.A. Davidson & Co.3,731
0.0% of portfolio›$213.3K
HB Wealth Management, LLC3,632
0.0% of portfolio›$207.7K
SAX Wealth Advisors, LLC3,604
0.0% of portfolio›$206.1K
Yousif Capital Management, LLC3,587
0.0% of portfolio›$205.1K
Sterling Capital Management LLC3,039
0.0% of portfolio›$173.8K
Gamma Investing LLC2,962
0.0% of portfolio›$169.4K
Covestor Ltd2,461
0.0% of portfolio›$141
Bayforest Capital Ltd2,055
0.2% of portfolio›$117.5K
EverSource Wealth Advisors, LLC1,858
0.0% of portfolio›$106.2K
Mitsubishi UFJ Asset Management Co., Ltd.1,527
0.0% of portfolio›$88.8K
Groesbeck Investment Management Corp1,296
0.0% of portfolio›$74
Farther Finance Advisors, LLC1,292
0.0% of portfolio›$73.9K
Manchester Capital Management LLC1,200
0.0% of portfolio›$68.6K
Versant Capital Management, Inc1,101
0.0% of portfolio›$63.0K
SJS Investment Consulting Inc.1,087
0.0% of portfolio›$62.2K
WPG Advisers, LLC1,043
0.0% of portfolio›$59.6K
Parkside Financial Bank & Trust997
0.0% of portfolio›$57.0K
Mirae Asset Global Investments Co., Ltd.990
0.0% of portfolio›$56.6K
Deseret Mutual Benefit Administrators750
0.0% of portfolio›$42.9K
Summit Securities Group LLC670
0.0% of portfolio›$38.3K
Lanark Financial, Inc.627
0.0% of portfolio›$35.9K
Alpine Bank Wealth Management500
0.0% of portfolio›$28.6K
Harbor Investment Advisory, LLC458
0.0% of portfolio›$26.2K
SBI Securities Co., Ltd.426
0.0% of portfolio›$24.4K
Latitude Advisors, LLC404
0.0% of portfolio›$23.1K
Aventus Investment Advisors, Inc.380
0.0% of portfolio›$21.7K
Essential Partners LLC354
0.0% of portfolio›$20.2K
Fortitude Family Office, LLC335
0.0% of portfolio›$19.2K
Financial Consulate, Inc332
0.0% of portfolio›$19.0K
Owl Creek Wealth Partners LLC305
0.0% of portfolio›$17.4K
Provenance Wealth Advisors, LLC305
0.0% of portfolio›$17.4K
Entrust Financial LLC292
0.0% of portfolio›$16.7K
Spire Wealth Management287
0.0% of portfolio›$16.4K
Trifecta Capital Advisors, LLC275
0.0% of portfolio›$15.7K
Wilmington Savings Fund Society, FSB230
0.0% of portfolio›$13.2K
Root Financial Partners, LLC171
0.0% of portfolio›$9.8K
TD Private Client Wealth LLC163
0.0% of portfolio›$9.3K
Caitong International Asset Management Co., Ltd160
0.0% of portfolio›$9.1K
Pinnacle Wealth Planning Services, Inc.152
0.0% of portfolio›$8.7K
IFP Advisors, Inc141
0.0% of portfolio›$8.1K
Blue Trust, Inc.129
0.0% of portfolio›$7.4K
Physician Wealth Advisors, Inc.119
0.0% of portfolio›$6.8K
Buck Wealth Strategies, LLC118
0.0% of portfolio›$6.8K
Birch Financial Group, LLC112
0.0% of portfolio›$6.4K
Cedar Mountain Advisors, LLC97
0.0% of portfolio›$5.5K
Bare Financial Services, Inc91
0.0% of portfolio›$5.2K
Signature Equity Partners, LLC82
0.0% of portfolio›$4.7K
Grove Bank & Trust78
0.0% of portfolio›$4.5K
Salomon & Ludwin, LLC76
0.0% of portfolio›$4.3K
Meriwether Wealth & Planning, LLC73
0.0% of portfolio›$4.2K
Creative Financial Designs Inc70
0.0% of portfolio›$4.0K
MassMutual Private Wealth & Trust, FSB68
0.0% of portfolio›$3.9K
Ares Financial Consulting, LLC61
0.0% of portfolio›$3.5K
Bell Investment Advisors, Inc59
0.0% of portfolio›$3.4K
Assetmark, Inc37
0.0% of portfolio›$2.1K
Cromwell Holdings LLC30
0.0% of portfolio›$1.7K
Mather Group, Llc.28
0.0% of portfolio›$1.6K
JFS Wealth Advisors, LLC26
0.0% of portfolio›$1.5K
Planning Strategies Inc.26
0.0% of portfolio›$1.5K
Elyxium Wealth, LLC25
0.0% of portfolio›$1.4K
Security National Bank23
0.0% of portfolio›$1.3K
MV Capital Management, Inc.23
0.0% of portfolio›$1.3K
Smallwood Wealth Investment Management, LLC21
0.0% of portfolio›$1.2K
Trust Co of Vermont19
0.0% of portfolio›$1.1K
Creative Capital Management Investments LLC18
0.0% of portfolio›$1.0K
Triumph Capital Management16
0.0% of portfolio›$915
Pension & Wealth Management Advisors, Inc.15
0.0% of portfolio›$858
Private Wealth Management Group, LLC15
0.0% of portfolio›$858
Torren Management, LLC15
0.0% of portfolio›$845
Evolution Wealth Management Inc.11
0.0% of portfolio›$629
True Wealth Design, LLC8
0.0% of portfolio›$458
Hughes Financial Services, LLC7
0.0% of portfolio›$436
James T. Borello RIA5
0.0% of portfolio›$286
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$286
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$229
DecisionPoint Financial, LLC2
0.0% of portfolio›$117
Maryland Capital Advisors Inc.1
0.0% of portfolio›$58
Godsey & Gibb, Inc1
0.0% of portfolio›$58
Compass Financial Management LLC1
0.0% of portfolio›$57
Rakuten Securities, Inc.1
0.0% of portfolio›$57
StyleTurnoverLocationFiled
Pzena Investment Management LLC
14,454,911$826.5M2.4%Deep ValueMediumNew York, NY2026-10-30
Dimensional Fund Advisors LP
4,726,498$270.3M0.0%IndexLowAustin, TX2026-11-04
Beutel, Goodman & Co Ltd.
4,313,065$246.6K0.0%ValueMediumToronto, Australia2026-11-04
Robeco Institutional Asset Management B.V.
753,848$43.1M0.1%CoreMediumRotterdam, Philippines2026-10-20
Principal Financial Group Inc
557,697$31.9M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
542,213$31.0M0.0%CoreMediumNew York, NY2026-11-04
Seizert Capital Partners, LLC
468,824$26.8M1.2%ValueMediumBirmingham, MI2026-10-30
Creative Planning
388,906$22.2M0.0%IndexVery LowOverland Park, KS2026-11-02
M&G Plc
266,160$15.2M0.1%CoreMediumLondon, United Kingdom2026-11-04
Alps Advisors Inc
264,909$15.1M0.1%YieldLowDenver, CO2026-11-03
TD Waterhouse Canada Inc.
235,626$13.8M0.0%CoreLowToronto, Australia2026-10-16
Ranmore Fund Management Ltd
200,000$11.4M1.3%Deep ValueHighCobham, United Kingdom2026-10-20
Running Oak Capital LLC
149,641$8.6M1.4%ValueLowEdina, MN2026-11-04
Crossmark Global Holdings, Inc.
124,561$7.1M0.1%GARPMediumHouston, TX2026-10-21
State of Alaska, Department of Revenue
101,260$5.8K0.0%CoreVery LowJuneau, AK2026-10-15
Wasatch Advisors LP
86,116$4.9M0.0%GARPMediumSalt Lake City, UT2026-10-13
Moran Wealth Management, LLC
85,331$4.9M0.1%CoreMediumNaples, FL2026-10-22
Oak Thistle LLC
85,017$4.9M0.4%ValueVery HighNew York, NY2026-10-21
Wedge Capital Management L L P
81,084$4.6M0.1%ValueMediumCharlotte, NC2026-10-13
GHP Investment Advisors, Inc.
65,382$3.7M0.1%CoreVery LowDenver, CO2026-10-15
Corbyn Investment Management Inc
60,979$3.5M1.0%ValueLowLutherville, MD2026-10-30
Oppenheimer & Co Inc
57,887$3.3M0.0%CoreLowNew York, NY2026-10-26
Valley Wealth Managers, Inc.
56,713$3.2M0.2%GARPMediumParamus, NJ2026-10-09
Edmp, Inc.
48,463$2.8M2.1%YieldLowLutz, FL2026-10-22
AGF Management LTD
46,392$2.7M0.0%GrowthHighToronto, Australia2026-11-03
Achmea Investment Management B.V.
40,563$2.3M0.0%CoreMediumZeist, Philippines2026-10-30
Steel Grove Capital Advisors, LLC
38,980$2.2M0.2%ETFLowMemphis, TN2026-10-13
DekaBank Deutsche Girozentrale
37,856$2.2K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
MacKenzie Financial Corp
34,860$2.0M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Vest Financial, LLC
34,411$2.0M0.0%ValueMediumMclean, VA2026-10-21
Sierra Summit Advisors LLC
32,461$1.9M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Ashton Thomas Private Wealth, LLC
32,325$1.8M0.0%CoreMediumScottsdale, AZ2026-11-03
Truist Financial Corp
32,013$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
31,829$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
29,288$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Two Point Capital Management, Inc.
26,716$1.5M0.7%CoreLowPittsford, NY2026-10-16
Range Financial Group LLC
25,141$1.4M0.4%GARPMediumTigard, OR2026-10-21
Ethic Inc.
22,384$1.3M0.0%CoreLowNew York, NY2026-11-03
Evergreen Capital Management LLC
17,955$1.0M0.0%GARPMediumBellevue, WA2026-10-23
Sage Private Wealth Group, LLC
17,102$977.9K0.3%ETFLowOakbrook Terrace, IL2026-10-21
First Citizens Bank & Trust Co
16,596$949.0K0.0%CoreMediumRaleigh, NC2026-10-14
Burney Co/
16,576$947.8K0.0%GARPMediumReston, VA2026-10-15
Commonwealth Equity Services, LLC
16,515$944.4K0.0%ETFLowWaltham, MA2026-11-02
C WorldWide Group Holding A/S
16,163$9240.0%CoreLowCopenhagen, Greece2026-11-04
Simplex Trading, LLC
15,654$895.1K0.0%CoreVery HighChicago, IL2026-11-04
Hennion & Walsh Asset Management, Inc.
12,266$701.4K0.0%ValueMediumParsippany, NJ2026-10-13
Xponance LLC
11,716$669.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Quadrant Capital Group LLC
11,449$675.7K0.0%CoreLowCincinnati, OH2026-10-20
Inspire Investing, LLC
11,098$634.6K0.0%GARPHighMeridian, ID2026-10-22
ABN Amro Investment Solutions
11,097$634.5K0.0%GrowthLowParis Cedex 008, India2026-10-21
Citizens Financial Group Inc
10,939$625.5K0.0%GrowthLowProvidence, RI2026-10-23
SEB Asset Management AB
9,913$566.8K0.0%CoreN/AStockholm, Sweden2026-11-04
Steph & Co
9,454$540.6K0.1%ETFLowMarinette, WI2026-10-07
Sylvest Advisors, LLC
9,335$533.8K0.2%ETFMediumDallas, TX2026-10-26
Signaturefd, LLC
8,936$510.9K0.0%IndexLowAtlanta, GA2026-10-23
CX Institutional
8,146$4660.0%CoreMediumAuburn, IN2026-10-02
Harbor Capital Advisors, Inc.
8,083$4620.0%ValueHighChicago, IL2026-10-22
Kendall Capital Management
7,615$435.4K0.1%GARPLowRockville, MD2026-10-23
Concurrent Investment Advisors, LLC
7,506$429.2K0.0%GrowthMediumTampa, FL2026-10-16
Redmond Asset Management, LLC
7,223$413.0K0.1%CoreLowHenrico, VA2026-10-27
Parallel Advisors, LLC
7,211$412.3K0.0%IndexLowSan Francisco, CA2026-11-03
Dynamic Advisor Solutions LLC
7,085$405.1K0.0%ETFLowPhoenix, AZ2026-10-13
Cambridge Investment Research Advisors, Inc.
7,053$4030.0%ETFLowFairfield, IA2026-11-02
State of Wyoming
6,772$387.2K0.0%ValueHighCheyenne, WY2026-10-28
Teza Capital Management LLC
6,577$376.1K0.3%ValueHighAustin, TX2026-10-23
Carolina Wealth Advisors, LLC
6,532$373.5K0.1%YieldHighMyrtle Beach, SC2026-10-23
Fulton Bank, N.A.
6,368$364.1K0.0%CoreLowLancaster, PA2026-10-14
First Horizon Corp
5,844$334.2K0.0%CoreLowMemphis, TN2026-10-26
Excalibur Management Corp
5,676$324.6K0.1%CoreVery LowWaltham, MA2026-11-02
GW Henssler & Associates LTD
5,618$321.2K0.0%CoreMediumKennesaw, GA2026-10-26
Sanders Morris Harris LLC
5,500$314.5K0.0%GARPLowHouston, TX2026-10-14
Childress Capital Advisors, LLC
5,402$308.9K0.0%GARPMediumHouston, TX2026-10-28
Amalgamated Bank
5,349$3060.0%CoreVery LowNew York, NY2026-10-23
Greenleaf Trust
5,258$300.7K0.0%CoreLowKalamazoo, MI2026-10-29
Nisa Investment Advisors, LLC
5,160$298.0K0.0%IndexVery LowSt. Louis, MO2026-10-20
Kestra Investment Management, LLC
4,932$282.0K0.0%ETFMediumAustin, TX2026-11-04
AlphaCore Capital LLC
4,644$265.5K0.0%ETFLowLa Jolla, CA2026-11-04
Net Worth Advisory Group
4,431$258.6K0.1%GARPMediumSandy, UT2026-10-20
Perigon Wealth Management, LLC
4,181$239.1K0.0%GrowthLowSan Francisco, CA2026-10-22
First Business Financial Services, Inc.
4,046$231.4K0.0%ETFVery LowMadison, WI2026-10-29
Martin Capital Partners, LLC
3,932$224.8K0.1%YieldLowEugene, OR2026-10-07
Boston Trust Walden Corp
3,900$223.0K0.0%CoreLowBoston, MA2026-10-30
Strs Ohio
3,853$220.3K0.0%CoreMediumColumbus, OH2026-10-30
Ifrah Financial Services, Inc.
3,817$218.3K0.1%ETFLowLittle Rock, AR2026-10-13
D.A. Davidson & Co.
3,731$213.3K0.0%CoreLowGreat Falls, MT2026-10-28
HB Wealth Management, LLC
3,632$207.7K0.0%IndexVery LowAtlanta, GA2026-10-23
SAX Wealth Advisors, LLC
3,604$206.1K0.0%ETFVery LowParsippany, NJ2026-10-13
Yousif Capital Management, LLC
3,587$205.1K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sterling Capital Management LLC
3,039$173.8K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
2,962$169.4K0.0%IndexVery LowFoster City, CA2026-10-08
Covestor Ltd
2,461$1410.0%ValueHighLondon, United Kingdom2026-10-30
Bayforest Capital Ltd
2,055$117.5K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
EverSource Wealth Advisors, LLC
1,858$106.2K0.0%CoreMediumBirmingham, AL2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
1,527$88.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Groesbeck Investment Management Corp
1,296$740.0%GrowthVery LowGlen Rock, NJ2026-10-26
Farther Finance Advisors, LLC
1,292$73.9K0.0%IndexLowSan Francisco, CA2026-10-08
Manchester Capital Management LLC
1,200$68.6K0.0%CoreLowManchester, VT2026-10-22
Versant Capital Management, Inc
1,101$63.0K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
1,087$62.2K0.0%ETFVery LowSylvania, OH2026-10-26
WPG Advisers, LLC
1,043$59.6K0.0%CoreLowBaltimore, MD2026-10-27
Parkside Financial Bank & Trust
997$57.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mirae Asset Global Investments Co., Ltd.
990$56.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
Deseret Mutual Benefit Administrators
750$42.9K0.0%CoreMediumSalt Lake City, UT2026-11-04
Summit Securities Group LLC
670$38.3K0.0%CoreVery HighNew York, NY2026-11-05
Lanark Financial, Inc.
627$35.9K0.0%CoreMediumBirmingham, AL2026-10-26
Alpine Bank Wealth Management
500$28.6K0.0%ETFHighGrand Junction, CO2026-10-16
Harbor Investment Advisory, LLC
458$26.2K0.0%GrowthLowLutherville, MD2026-10-13
SBI Securities Co., Ltd.
426$24.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Latitude Advisors, LLC
404$23.1K0.0%ETFLowYorkville, IL2026-10-27
Aventus Investment Advisors, Inc.
380$21.7K0.0%ETFLowNaples, FL2026-10-09
Essential Partners LLC
354$20.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Fortitude Family Office, LLC
335$19.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Financial Consulate, Inc
332$19.0K0.0%ETFLowHunt Valley, MD2026-10-23
Owl Creek Wealth Partners LLC
305$17.4K0.0%IndexLowGreenwood Village, CO2026-10-20
Provenance Wealth Advisors, LLC
305$17.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Entrust Financial LLC
292$16.7K0.0%ETFLowWayne, PA2026-11-04
Spire Wealth Management
287$16.4K0.0%GrowthMediumMclean, VA2026-10-30
Trifecta Capital Advisors, LLC
275$15.7K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Wilmington Savings Fund Society, FSB
230$13.2K0.0%CoreLowWilmington, DE2026-10-23
Root Financial Partners, LLC
171$9.8K0.0%ETFMediumEncinitas, CA2026-10-21
TD Private Client Wealth LLC
163$9.3K0.0%ETFLowNew York, NY2026-10-28
Caitong International Asset Management Co., Ltd
160$9.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Pinnacle Wealth Planning Services, Inc.
152$8.7K0.0%GARPLowMansfield, OH2026-10-27
IFP Advisors, Inc
141$8.1K0.0%GrowthLowTampa, FL2026-10-16
Blue Trust, Inc.
129$7.4K0.0%ETFLowBrentwood, TN2026-10-15
Physician Wealth Advisors, Inc.
119$6.8K0.0%ETFMediumMidvale, UT2026-10-20
Buck Wealth Strategies, LLC
118$6.8K0.0%ValueMediumDenver, CO2026-10-28
Birch Financial Group, LLC
112$6.4K0.0%CoreLowKeene, NH2026-10-27
Cedar Mountain Advisors, LLC
97$5.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Bare Financial Services, Inc
91$5.2K0.0%ETFVery LowGap, PA2026-11-04
Signature Equity Partners, LLC
82$4.7K0.0%GrowthMediumColumbus, OH2026-10-29
Grove Bank & Trust
78$4.5K0.0%ETFLowMiami, FL2026-10-08
Salomon & Ludwin, LLC
76$4.3K0.0%ETFVery LowRichmond, VA2026-10-29
Meriwether Wealth & Planning, LLC
73$4.2K0.0%ETFMediumMinden, LA2026-10-13
Creative Financial Designs Inc
70$4.0K0.0%ETFMediumKokomo, IN2026-11-04
MassMutual Private Wealth & Trust, FSB
68$3.9K0.0%CoreLowSpringfield, MA2026-10-05
Ares Financial Consulting, LLC
61$3.5K0.0%CoreLowCalabasas, CA2026-10-19
Bell Investment Advisors, Inc
59$3.4K0.0%ETFVery LowOrinda, CA2026-10-29
Assetmark, Inc
37$2.1K0.0%ETFLowConcord, CA2026-10-21
Cromwell Holdings LLC
30$1.7K0.0%IndexLowJackson, WY2026-10-28
Mather Group, Llc.
28$1.6K0.0%ETFMediumChicago, IL2026-10-14
JFS Wealth Advisors, LLC
26$1.5K0.0%ETFVery LowHermitage, PA2026-11-03
Planning Strategies Inc.
26$1.5K0.0%ETFN/ALancaster, PA2026-10-02
Elyxium Wealth, LLC
25$1.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Security National Bank
23$1.3K0.0%GrowthLowOmaha, NE2026-10-26
MV Capital Management, Inc.
23$1.3K0.0%ETFLowBethesda, MD2026-10-29
Smallwood Wealth Investment Management, LLC
21$1.2K0.0%ETFVery LowRed Bank, NJ2026-10-30
Trust Co of Vermont
19$1.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Creative Capital Management Investments LLC
18$1.0K0.0%ETFLowSan Diego, CA2026-10-28
Triumph Capital Management
16$9150.0%ETFMediumDenver, CO2026-10-14
Pension & Wealth Management Advisors, Inc.
15$8580.0%ETFLowWaltham, MA2026-10-16
Private Wealth Management Group, LLC
15$8580.0%ETFLowPrinceton, NJ2026-10-19
Torren Management, LLC
15$8450.0%ETFMediumSan Diego, CA2026-10-29
Evolution Wealth Management Inc.
11$6290.0%ETFMediumFort Myers, FL2026-10-28
True Wealth Design, LLC
8$4580.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
7$4360.0%ETFLowHerndon, VA2026-10-30
James T. Borello RIA
5$2860.0%ETFVery LowEast Dundee, IL2026-10-16
DiNuzzo Private Wealth, Inc.
5$2860.0%ETFLowBeaver, PA2026-10-16
Bay Harbor Wealth Management, LLC
4$2290.0%ETFMediumHunt Valley, MD2026-11-03
DecisionPoint Financial, LLC
2$1170.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$580.0%ETFVery LowChester, MD2026-10-15
Godsey & Gibb, Inc
1$580.0%CoreLowRichmond, VA2026-10-14
Compass Financial Management LLC
1$570.0%CoreN/ATampa, FL2026-10-30
Rakuten Securities, Inc.
1$570.0%Agg GrowthHighTokyo, Mexico2026-11-02