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Steris PLC (STE)

CUSIP: G8473T100 | 1944 institutional holders

Quarters

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

Mitsubishi UFJ Asset Management Co., Ltd.2,177,979
0.2% of portfolio›$457.4M
Dimensional Fund Advisors LP1,209,071
0.0% of portfolio›$253.9M
Principal Financial Group Inc862,018
0.1% of portfolio›$181.0M
Bank of New York Mellon Corp493,924
0.0% of portfolio›$103.7M
DekaBank Deutsche Girozentrale481,805
0.0% of portfolio›$101.6K
Locust Wood Capital Advisers, LLC475,284
2.3% of portfolio›$99.8M
Fenimore Asset Management Inc354,742
1.6% of portfolio›$74.5M
Boston Trust Walden Corp300,561
0.5% of portfolio›$63.1M
Citigroup Inc295,289
0.0% of portfolio›$62.0M
Sustainable Growth Advisers, LP237,752
0.5% of portfolio›$49.9M
Pictet Asset Management Holding SA203,913
0.0% of portfolio›$42.8M
Sumitomo Mitsui Trust Group, Inc.200,723
0.0% of portfolio›$42.2M
Williams Jones Wealth Management, Llc.195,219
0.5% of portfolio›$41.0M
Swedbank AB191,352
0.0% of portfolio›$40.2M
Copeland Capital Management, LLC177,778
0.9% of portfolio›$37.3M
Congress Asset Management Co174,713
0.2% of portfolio›$36.7M
SEB Asset Management AB135,727
0.1% of portfolio›$28.5M
Harvey Investment Co LLC121,165
0.0% of portfolio›$25.4K
Assenagon Asset Management S.A.105,373
0.0% of portfolio›$22.1M
Addenda Capital Inc.94,369
0.5% of portfolio›$19.8M
Villere ST Denis J & Co LLC93,935
2.5% of portfolio›$19.7M
Foster Victor Wealth Advisors, LLC92,031
1.0% of portfolio›$20.4M
Asset Management One Co., Ltd.80,132
0.0% of portfolio›$16.8M
Nicholas Company, Inc.78,070
0.3% of portfolio›$16.4M
New York State Teachers Retirement System73,494
0.0% of portfolio›$15.4K
GHP Investment Advisors, Inc.72,538
0.6% of portfolio›$15.2M
Perpetual Ltd69,157
0.2% of portfolio›$14.5M
Carnegie Investment Counsel62,597
0.3% of portfolio›$13.1M
Creative Planning52,027
0.0% of portfolio›$10.9M
Running Oak Capital LLC50,360
1.7% of portfolio›$10.6M
Premier Fund Managers Ltd47,532
0.0% of portfolio›$10.0K
Middleton & Co Inc44,863
1.0% of portfolio›$9.4M
Swiss Life Asset Management Ltd44,710
0.0% of portfolio›$9.4M
Thrivent Financial for Lutherans39,780
0.0% of portfolio›$8.4K
Carderock Capital Management Inc39,766
1.9% of portfolio›$8.4M
Y-Intercept (Hong Kong) Ltd37,928
0.2% of portfolio›$8.0M
MacKenzie Financial Corp34,957
0.0% of portfolio›$7.3M
Daymark Wealth Partners, LLC33,856
0.2% of portfolio›$7.1M
Wilmington Savings Fund Society, FSB31,772
0.2% of portfolio›$6.7M
State of New Jersey Common Pension Fund D31,410
0.0% of portfolio›$6.6M
McCollum Christoferson Group LLC30,138
1.8% of portfolio›$6.3M
Mn Services Vermogensbeheer B.V.28,250
0.0% of portfolio›$5.9K
Czech National Bank28,014
0.0% of portfolio›$5.9M
Wealth Enhancement Advisory Services, LLC27,742
0.0% of portfolio›$5.3M
Arizona State Retirement System26,617
0.0% of portfolio›$5.6M
Mirae Asset Global Investments Co., Ltd.26,468
0.0% of portfolio›$5.6M
LaFleur & Godfrey LLC26,338
0.7% of portfolio›$5.5M
Fideuram Asset Management (Ireland) dac26,052
0.1% of portfolio›$5.9M
Deroy & Devereaux Private Investment Counsel Inc25,355
0.0% of portfolio›$5.3K
State of Michigan Retirement System24,448
0.0% of portfolio›$5.1M
CIBC Asset Management Inc23,091
0.0% of portfolio›$4.8M
Robeco Institutional Asset Management B.V.22,229
0.0% of portfolio›$4.7M
Daiwa Securities Group Inc.22,037
0.0% of portfolio›$4.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,541
0.0% of portfolio›$4.5M
Fjarde Ap-Fonden TH Swedish National Pension Fund21,532
0.0% of portfolio›$4.5M
IFM Investors Pty Ltd21,271
0.0% of portfolio›$4.5M
ProShare Advisors LLC20,637
0.0% of portfolio›$4.3M
Xponance LLC20,561
0.0% of portfolio›$4.3M
Retirement Systems of Alabama20,446
0.0% of portfolio›$4.3M
Ethic Inc.20,408
0.0% of portfolio›$4.3M
Mutual of America Capital Management LLC20,289
0.0% of portfolio›$4.3M
Inspire Investing, LLC19,098
0.2% of portfolio›$4.0M
KBC Group NV18,767
0.0% of portfolio›$3.9K
Rakuten Investment Management, Inc.17,498
0.0% of portfolio›$3.7M
Amalgamated Bank17,488
0.0% of portfolio›$3.7K
Neos Investment Management LLC16,631
0.0% of portfolio›$3.5M
Nisa Investment Advisors, LLC16,158
0.0% of portfolio›$3.4M
Diversify Wealth Management, LLC15,749
0.1% of portfolio›$3.5M
Diversify Advisory Services, LLC15,749
0.1% of portfolio›$3.5M
Strong Tower Advisory Services15,640
0.6% of portfolio›$3.3M
Marks Group Wealth Management, Inc14,966
0.3% of portfolio›$3.1M
Illinois Municipal Retirement Fund14,618
0.0% of portfolio›$3.1M
Truist Financial Corp14,347
0.0% of portfolio›$3.0M
Assetmark, Inc14,134
0.0% of portfolio›$3.0M
Yousif Capital Management, LLC13,311
0.0% of portfolio›$2.8M
Sumitomo Mitsui DS Asset Management Company, Ltd12,326
0.0% of portfolio›$2.6M
Oregon Public Employees Retirement Fund11,972
0.0% of portfolio›$2.5M
Kimelman & Baird, LLC11,680
0.2% of portfolio›$2.5M
Ipswich Investment Management Co., Inc.11,184
0.5% of portfolio›$2.3M
Strengthening Families & Communities, LLC10,884
0.5% of portfolio›$2.3M
Valley National Advisers Inc10,691
0.2% of portfolio›$2.2M
Machina Capital S.A.S.10,608
0.3% of portfolio›$2.2M
Kornitzer Capital Management Inc10,500
0.0% of portfolio›$2.2M
Generali Asset Management SPA SGR10,212
0.0% of portfolio›$2.1M
Keybank National Association9,590
0.0% of portfolio›$2.0M
CenterBook Partners LP9,325
0.1% of portfolio›$2.0M
State of Alaska, Department of Revenue9,238
0.0% of portfolio›$1.9K
US Bancorp \de\9,062
0.0% of portfolio›$1.9M
Concurrent Investment Advisors, LLC8,645
0.0% of portfolio›$1.8M
Atria Investments, Inc8,455
0.0% of portfolio›$1.8M
ABN Amro Investment Solutions8,007
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.7,883
0.0% of portfolio›$1.7K
Gulf International Bank (UK) Ltd7,469
0.0% of portfolio›$1.6K
Knights of Columbus Asset Advisors LLC7,420
0.1% of portfolio›$1.6M
Crossmark Global Holdings, Inc.6,726
0.0% of portfolio›$1.4M
Taylor Frigon Capital Management LLC6,505
0.7% of portfolio›$1.4M
Maryland State Retirement & Pension System6,293
0.0% of portfolio›$1.3M
Harbor Investment Advisory, LLC5,941
0.1% of portfolio›$1.2M
FSM Wealth Advisors, LLC5,899
0.1% of portfolio›$1.2M
Park Edge Advisors, LLC5,887
0.3% of portfolio›$1.2M
HB Wealth Management, LLC5,822
0.0% of portfolio›$1.2M
Achmea Investment Management B.V.5,601
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC5,525
0.0% of portfolio›$1.2M
Raiffeisen Bank International AG5,513
0.0% of portfolio›$1.2M
One Way Holdings LLC5,499
0.1% of portfolio›$1.2M
Harbor Capital Advisors, Inc.5,462
0.0% of portfolio›$1.1K
MGO One Seven LLC5,342
0.0% of portfolio›$1.1M
Bahl & Gaynor LLC5,041
0.0% of portfolio›$1.1M
New Mexico Educational Retirement Board4,850
0.0% of portfolio›$1.0K
Louisiana State Employees Retirement System4,800
0.0% of portfolio›$1.0M
Allspring Global Investments Holdings, LLC4,674
0.0% of portfolio›$978.5K
Tokio Marine Asset Management Co LTD4,064
0.0% of portfolio›$853.5K
Exchange Traded Concepts, LLC3,995
0.0% of portfolio›$839.0K
Plato Investment Management Ltd3,980
0.0% of portfolio›$839.1K
Compass Ion Advisors, LLC3,959
0.1% of portfolio›$831.4K
Oppenheimer Asset Management Inc.3,937
0.0% of portfolio›$826.8K
Trueblood Wealth Management, LLC3,811
0.3% of portfolio›$800.4K
Chicago Partners Investment Group LLC3,769
0.0% of portfolio›$875.0K
Westside Investment Management, Inc.3,723
0.1% of portfolio›$781.8K
Farther Finance Advisors, LLC3,631
0.0% of portfolio›$762.6K
Penobscot Investment Management Company, Inc.3,615
0.1% of portfolio›$759.2K
Vise Technologies, Inc.3,520
0.0% of portfolio›$739.2K
Mcdonald Partners LLC3,374
0.2% of portfolio›$708.6K
Fifth Third Bancorp3,347
0.0% of portfolio›$702.9K
Cranbrook Wealth Management, LLC3,267
0.1% of portfolio›$686.1K
Fulton Bank, N.A.3,189
0.0% of portfolio›$669.7K
Fifth Third Wealth Advisors LLC3,167
0.0% of portfolio›$665.1K
Azzad Asset Management Inc3,149
0.1% of portfolio›$661.4K
DE Burlo Group Inc3,106
0.1% of portfolio›$652.3K
Brighton Jones LLC3,102
0.0% of portfolio›$651.5K
Pinnacle Wealth Planning Services, Inc.3,045
0.1% of portfolio›$639.5K
Gamma Investing LLC3,038
0.0% of portfolio›$638.0K
Lido Advisors, LLC3,026
0.0% of portfolio›$635.7K
V-Square Quantitative Management LLC3,006
0.1% of portfolio›$631.3K
Aljian Capital Management, LLC3,000
0.1% of portfolio›$630.0K
North Dakota State Investment Board2,998
0.0% of portfolio›$629.6K
Krilogy Financial LLC2,978
0.0% of portfolio›$652.1K
Sterling Capital Management LLC2,825
0.0% of portfolio›$593.3K
Gibbs Wealth Management2,742
0.1% of portfolio›$575.8K
GF Fund Management Co. Ltd.2,710
0.0% of portfolio›$569.1K
Welch & Forbes LLC2,707
0.0% of portfolio›$568.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,679
0.0% of portfolio›$562.6K
Outlook Wealth Advisors, LLC2,618
0.1% of portfolio›$549.7K
Strs Ohio2,541
0.0% of portfolio›$533.6K
NorthCrest Asset Manangement, LLC2,539
0.0% of portfolio›$535.0K
EverSource Wealth Advisors, LLC2,509
0.0% of portfolio›$526.9K
Greenleaf Trust2,331
0.0% of portfolio›$489.5K
Gateway Investment Advisers LLC2,294
0.0% of portfolio›$481.8K
Sagespring Wealth Partners, LLC2,286
0.0% of portfolio›$480.0K
Portside Wealth Group, LLC2,246
0.1% of portfolio›$471.7K
AlphaCore Capital LLC2,233
0.0% of portfolio›$469.0K
Lee Financial Co2,153
0.1% of portfolio›$452.2K
Glenview Trust Co2,148
0.0% of portfolio›$451.1K
Y.D. More Investments Ltd2,100
0.0% of portfolio›$441.0K
Fiduciary Family Office, LLC2,063
0.1% of portfolio›$433.3K
Oak Thistle LLC2,014
0.0% of portfolio›$423.0K
Compound Planning, Inc.1,958
0.0% of portfolio›$411.1K
Citizens Financial Group Inc1,957
0.0% of portfolio›$410.9K
Quadrant Capital Group LLC1,943
0.0% of portfolio›$423.1K
Riverwater Partners LLC1,913
0.1% of portfolio›$401.7K
Apollon Wealth Management, LLC1,885
0.0% of portfolio›$395.8K
Crestwood Advisors Group, LLC1,842
0.0% of portfolio›$386.8K
Ashton Thomas Private Wealth, LLC1,772
0.0% of portfolio›$372.1K
Sage Private Wealth Group, LLC1,771
0.1% of portfolio›$371.8K
Kestra Advisory Services, LLC1,768
0.0% of portfolio›$371.4K
Alliance Wealth Advisors, LLC1,765
0.1% of portfolio›$370.8K
Inscription Capital, LLC1,753
0.0% of portfolio›$368.1K
Shearwater Capital LLC1,694
0.2% of portfolio›$355.8K
Choreo, LLC1,692
0.0% of portfolio›$355.3K
Baker Ellis Asset Management LLC1,658
0.0% of portfolio›$348.2K
MTM Investment Management, LLC1,658
0.1% of portfolio›$348.2K
OAK Ridge Investments LLC1,647
0.0% of portfolio›$345.9K
Prime Capital Investment Advisors, LLC1,638
0.0% of portfolio›$344.0K
Norden Group LLC1,623
0.0% of portfolio›$340.9K
Aaron Wealth Advisors LLC1,600
0.0% of portfolio›$336.0K
Evergreen Capital Management LLC1,573
0.0% of portfolio›$330.3K
Simplex Trading, LLC1,562
0.0% of portfolio›$328.0K
Hoxton Planning & Management, LLC1,556
0.1% of portfolio›$326.8K
Clear Trail Advisors, LLC1,524
0.0% of portfolio›$320.1K
apricus wealth, LLC1,506
0.1% of portfolio›$316.2K
Hummer Financial Advisory Services Inc1,500
0.2% of portfolio›$315.0K
Stackstone Wealth, LLC1,496
0.0% of portfolio›$314.2K
TritonPoint Partners, LLC1,494
0.1% of portfolio›$313.8K
Shakespeare Wealth Management, LLC1,484
0.1% of portfolio›$311.7K
Washington Trust Bank1,472
0.0% of portfolio›$309.1K
Gilliland Jeter Wealth Management LLC1,454
0.1% of portfolio›$305.4K
MBL Wealth, LLC1,396
0.0% of portfolio›$293.2K
Certuity, LLC1,371
0.0% of portfolio›$287.9K
StoneX Group Inc.1,346
0.0% of portfolio›$295.5K
Signaturefd, LLC1,310
0.0% of portfolio›$275.1K
Clear Harbor Asset Management, LLC1,300
0.0% of portfolio›$273.0K
Vontobel Holding Ltd.1,274
0.0% of portfolio›$267.6K
Perigon Wealth Management, LLC1,272
0.0% of portfolio›$267.1K
CX Institutional1,271
0.0% of portfolio›$267
Ritholtz Wealth Management1,270
0.0% of portfolio›$266.7K
Haven Private, LLC1,270
0.1% of portfolio›$266.7K
Wedmont Private Capital1,264
0.0% of portfolio›$266.4K
Courier Capital LLC1,262
0.0% of portfolio›$265.0K
Balefire, LLC1,253
0.0% of portfolio›$263.1K
Firethorn Wealth Partners, LLC1,244
0.1% of portfolio›$261.3K
Generali Investments, Management Co LLC1,220
0.0% of portfolio›$256.2K
Montag A & Associates Inc1,200
0.0% of portfolio›$252.0K
Larson Financial Group LLC1,190
0.0% of portfolio›$249.9K
Simon Quick Advisors, LLC1,188
0.0% of portfolio›$249.5K
Trust Point Inc.1,186
0.0% of portfolio›$249.1K
Park Avenue Securities LLC1,172
0.0% of portfolio›$246
Hanson & Doremus Investment Management1,157
0.0% of portfolio›$243
VestGen Advisors, LLC1,156
0.0% of portfolio›$242.8K
1900 Wealth Management LLC1,142
0.0% of portfolio›$239.8K
Kohmann Bosshard Financial Services, LLC1,135
0.0% of portfolio›$238.4K
Profund Advisors LLC1,096
0.0% of portfolio›$230.2K
Trust Asset Management LLC1,096
0.0% of portfolio›$230.2K
Axxcess Wealth Management, LLC1,082
0.0% of portfolio›$227.2K
Caliber Wealth Management, LLC / KS1,070
0.0% of portfolio›$224.6K
TD Waterhouse Canada Inc.1,060
0.0% of portfolio›$221.9K
Alps Advisors Inc1,038
0.0% of portfolio›$218.0K
First Heartland Consultants, Inc.1,028
0.0% of portfolio›$215.9K
Davenport & Co LLC1,022
0.0% of portfolio›$214.6K
NLB Skladi, upravljanje premozenja, d.o.o.1,018
0.0% of portfolio›$213.8K
Revisor Wealth Management LLC1,012
0.1% of portfolio›$224.0K
Dynamic Advisor Solutions LLC1,009
0.0% of portfolio›$211.9K
NTV Asset Management LLC1,000
0.0% of portfolio›$210.0K
Parcion Private Wealth LLC990
0.0% of portfolio›$207.9K
Oarsman Capital, Inc.982
0.0% of portfolio›$206.2K
Sigma Investment Counselors Inc975
0.0% of portfolio›$204.8K
D.A. Davidson & Co.972
0.0% of portfolio›$204.1K
Valeo Financial Advisors, LLC969
0.0% of portfolio›$203.5K
Parallel Advisors, LLC943
0.0% of portfolio›$198.0K
Elyxium Wealth, LLC766
0.0% of portfolio›$160.9K
Alta Capital Management LLC/746
0.0% of portfolio›$156.7K
Versant Capital Management, Inc741
0.0% of portfolio›$155.6K
Pension & Wealth Management Advisors, Inc.627
0.0% of portfolio›$131.7K
Parkside Financial Bank & Trust595
0.0% of portfolio›$125.0K
Trust Co of Toledo NA569
0.0% of portfolio›$119.5K
Mather Group, Llc.565
0.0% of portfolio›$118.7K
Essential Partners LLC504
0.0% of portfolio›$105.8K
Private Trust Co NA499
0.0% of portfolio›$104.8K
MassMutual Private Wealth & Trust, FSB489
0.0% of portfolio›$102.7K
Key FInancial Inc485
0.0% of portfolio›$101.9K
Covestor Ltd476
0.0% of portfolio›$100
Jnba Financial Advisors448
0.0% of portfolio›$94.1K
IFP Advisors, Inc441
0.0% of portfolio›$92.6K
Root Financial Partners, LLC431
0.0% of portfolio›$90.5K
GK Wealth Management LLC417
0.0% of portfolio›$87.6K
SJS Investment Consulting Inc.377
0.0% of portfolio›$79.2K
North Point Portfolio Managers Corp346
0.0% of portfolio›$72.7K
Antipodes Partners Ltd340
0.0% of portfolio›$71.4K
Avanza Fonder AB312
0.0% of portfolio›$65.5K
Cromwell Holdings LLC309
0.0% of portfolio›$64.9K
True Wealth Design, LLC283
0.0% of portfolio›$59.4K
Nvest Wealth Strategies, Inc.277
0.0% of portfolio›$58.2K
Provenance Wealth Advisors, LLC266
0.0% of portfolio›$55.9K
Asset Dedication, LLC266
0.0% of portfolio›$55.9K
Financial Network Wealth Advisors LLC251
0.1% of portfolio›$52.7K
Trust Co of Vermont235
0.0% of portfolio›$49.4K
Community Financial Services Group, LLC216
0.0% of portfolio›$45.2K
Central Trust Co205
0.0% of portfolio›$43.1K
Elevation Wealth Partners, LLC205
0.0% of portfolio›$43.1K
Costello Asset Management, Inc200
0.0% of portfolio›$42.0K
First Horizon Corp183
0.0% of portfolio›$38.4K
J.Safra Asset Management Corp182
0.0% of portfolio›$38.2K
Deseret Mutual Benefit Administrators176
0.0% of portfolio›$37.0K
Spire Wealth Management172
0.0% of portfolio›$36.1K
NorthAvenue LLC163
0.0% of portfolio›$34.2K
WPG Advisers, LLC163
0.0% of portfolio›$34.2K
Wormser Freres Gestion136
0.0% of portfolio›$28.6K
Nemes Rush Group LLC133
0.0% of portfolio›$27.9K
Compass Financial Management LLC120
0.0% of portfolio›$25.2K
Blue Trust, Inc.111
0.0% of portfolio›$23.3K
Eastern Bank106
0.0% of portfolio›$22.3K
Rossby Financial, LCC101
0.0% of portfolio›$21.2K
Owl Creek Wealth Partners LLC100
0.0% of portfolio›$21.0K
Fortitude Family Office, LLC96
0.0% of portfolio›$20.2K
Dynamic Wealth Strategies, LLC95
0.0% of portfolio›$20.0K
TD Private Client Wealth LLC87
0.0% of portfolio›$18.3K
Torren Management, LLC86
0.0% of portfolio›$18.1K
JFS Wealth Advisors, LLC85
0.0% of portfolio›$17.9K
Redwood Park Advisors LLC82
0.0% of portfolio›$17.2K
Capital Advisors, Ltd. LLC80
0.0% of portfolio›$17
Kelleher Financial Advisors68
0.0% of portfolio›$14.3K
Wilkerson Advisory Group LLC67
0.0% of portfolio›$14.1K
Farmers & Merchants Investments Inc66
0.0% of portfolio›$13.9K
Birch Financial Group, LLC65
0.0% of portfolio›$13.7K
Center for Financial Planning, Inc.64
0.0% of portfolio›$13.4K
DT Investment Partners, LLC58
0.0% of portfolio›$12.2K
Ninety One North America, Inc.56
0.0% of portfolio›$11.8K
Lynch Investment Planning, LLC54
0.0% of portfolio›$11.3K
RMG Wealth Management LLC54
0.0% of portfolio›$12.4K
Gables Capital Management Inc.50
0.0% of portfolio›$10.5K
Raleigh Capital Management Inc.48
0.0% of portfolio›$10.0K
Miller Global Investments, LLC45
0.0% of portfolio›$9.5K
MV Capital Management, Inc.44
0.0% of portfolio›$9.2K
Signature Equity Partners, LLC42
0.0% of portfolio›$8.7K
Manchester Capital Management LLC41
0.0% of portfolio›$8.6K
Murphy & Mullick Capital Management Corp39
0.0% of portfolio›$8.2K
IMG Wealth Management, Inc.38
0.0% of portfolio›$8.0K
Highline Wealth Partners LLC38
0.0% of portfolio›$8.0K
Financial Management Professionals, Inc.35
0.0% of portfolio›$7.4K
Advocate Investing Services LLC34
0.0% of portfolio›$7.1K
Bay Harbor Wealth Management, LLC33
0.0% of portfolio›$6.9K
Golden State Wealth Management, LLC33
0.0% of portfolio›$7.0K
Bare Financial Services, Inc32
0.0% of portfolio›$6.7K
Albion Financial Group32
0.0% of portfolio›$6.7K
Pacific Center for Financial Services32
0.0% of portfolio›$6.7K
KFG LLC32
0.0% of portfolio›$6.7K
Activest Wealth Management32
0.0% of portfolio›$6.7K
Physician Wealth Advisors, Inc.29
0.0% of portfolio›$6.1K
Silver Grove Financial Group, Inc.28
0.0% of portfolio›$5.9K
SBI Securities Co., Ltd.28
0.0% of portfolio›$5.9K
Creative Capital Management Investments LLC27
0.0% of portfolio›$5.7K
Bell Investment Advisors, Inc26
0.0% of portfolio›$5.5K
Cape Investment Advisory, Inc.25
0.0% of portfolio›$5.3K
Mowery & Schoenfeld Wealth Management, LLC23
0.0% of portfolio›$4.8K
Proathlete Wealth Management LLC22
0.0% of portfolio›$4.6K
Washington Trust Advisors, Inc.21
0.0% of portfolio›$4.4K
Ascentis Independent Advisors20
0.0% of portfolio›$4.2K
Cedar Mountain Advisors, LLC20
0.0% of portfolio›$4.2K
High Note Wealth, LLC19
0.0% of portfolio›$4.0K
Private Wealth Management Group, LLC18
0.0% of portfolio›$3.8K
First Command Advisory Services, Inc.18
0.0% of portfolio›$3.8K
Gilpin Wealth Management, LLC16
0.0% of portfolio›$3.4K
Hilton Head Capital Partners, LLC14
0.0% of portfolio›$2.9K
UMB Private Wealth Management, LLC13
0.0% of portfolio›$2.7K
Lloyd Advisory Services, Llc.12
0.0% of portfolio›$2.5K
Arlington Trust Co LLC12
0.0% of portfolio›$2.5K
Sunrise Financial Services, LLC10
0.0% of portfolio›$2.1K
Grove Bank & Trust10
0.0% of portfolio›$2.1K
Lodestone Wealth Management LLC10
0.0% of portfolio›$2.1K
Triumph Capital Management9
0.0% of portfolio›$1.9K
Clark Wealth Partners8
0.0% of portfolio›$1.7K
Avion Wealth8
0.0% of portfolio›$1
Financial Perspectives, Inc7
0.0% of portfolio›$1.6K
American Capital Advisory, LLC6
0.0% of portfolio›$1.3K
Planning Strategies Inc.6
0.0% of portfolio›$1.3K
William Mack & Associates, Inc.6
0.0% of portfolio›$1.3K
Hughes Financial Services, LLC6
0.0% of portfolio›$1.4K
GoalVest Advisory LLC6
0.0% of portfolio›$1.3K
Livelsberger Financial Advisory6
0.0% of portfolio›$1.4K
Brown, Lisle Ings, Inc.5
0.0% of portfolio›$1.1K
Country Trust Bank4
0.0% of portfolio›$840
James T. Borello RIA4
0.0% of portfolio›$840
Tradewinds Capital Management, LLC3
0.0% of portfolio›$631
Aspect Partners, LLC3
0.0% of portfolio›$630
WestEnd Advisors, LLC3
0.0% of portfolio›$630
DecisionPoint Financial, LLC3
0.0% of portfolio›$629
Essential Investment Partners LLC2
0.0% of portfolio›$420
Davis Capital Management2
0.0% of portfolio›$420
TFC Financial Management, Inc.2
0.0% of portfolio›$421
Nvwm, LLC2
0.0% of portfolio›$420
Morton Brown Family Wealth, LLC2
0.0% of portfolio›$420
Cherry Tree Wealth Management, LLC2
0.0% of portfolio›$316
Maseco LLP2
0.0% of portfolio›$420
Quaker Wealth Management, LLC2
0.0% of portfolio›$421
Birchwood Financial Partners, Inc.2
0.0% of portfolio›$420
Cullen T Bankers, Inc.2
0.0% of portfolio›$420
Maryland Capital Advisors Inc.1
0.0% of portfolio›$211
Align Financial, LLC1
0.0% of portfolio›$210
Arvest Investments, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Mitsubishi UFJ Asset Management Co., Ltd.
2,177,979$457.4M0.2%IndexVery LowTokyo, Mexico2026-11-05
Dimensional Fund Advisors LP
1,209,071$253.9M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
862,018$181.0M0.1%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
493,924$103.7M0.0%CoreLowNew York, NY2026-11-05
DekaBank Deutsche Girozentrale
481,805$101.6K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Locust Wood Capital Advisers, LLC
475,284$99.8M2.3%GARPMediumNew York, NY2026-11-03
Fenimore Asset Management Inc
354,742$74.5M1.6%CoreLowCobleskill, NY2026-10-08
Boston Trust Walden Corp
300,561$63.1M0.5%CoreLowBoston, MA2026-10-30
Citigroup Inc
295,289$62.0M0.0%CoreMediumNew York, NY2026-11-04
Sustainable Growth Advisers, LP
237,752$49.9M0.5%GrowthMediumStamford, CT2026-10-15
Pictet Asset Management Holding SA
203,913$42.8M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Sumitomo Mitsui Trust Group, Inc.
200,723$42.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Williams Jones Wealth Management, Llc.
195,219$41.0M0.5%GrowthLowNew York, NY2026-11-05
Swedbank AB
191,352$40.2M0.0%GrowthLowStockholm, Sweden2026-10-27
Copeland Capital Management, LLC
177,778$37.3M0.9%ValueMediumConshohocken, PA2026-10-13
Congress Asset Management Co
174,713$36.7M0.2%GrowthMediumBoston, MA2026-10-06
SEB Asset Management AB
135,727$28.5M0.1%CoreN/AStockholm, Sweden2026-11-04
Harvey Investment Co LLC
121,165$25.4K0.0%CoreVery LowLouisville, KY2026-10-20
Assenagon Asset Management S.A.
105,373$22.1M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Addenda Capital Inc.
94,369$19.8M0.5%GARPLowMontreal, Austria2026-10-13
Villere ST Denis J & Co LLC
93,935$19.7M2.5%ValueVery LowNew Orleans, LA2026-11-04
Foster Victor Wealth Advisors, LLC
92,031$20.4M1.0%CoreMediumGreenville, SC2026-10-21
Asset Management One Co., Ltd.
80,132$16.8M0.0%IndexVery LowTokyo, Mexico2026-10-27
Nicholas Company, Inc.
78,070$16.4M0.3%CoreLowMilwaukee, WI2026-11-05
New York State Teachers Retirement System
73,494$15.4K0.0%CoreVery LowAlbany, NY2026-10-22
GHP Investment Advisors, Inc.
72,538$15.2M0.6%CoreVery LowDenver, CO2026-10-15
Perpetual Ltd
69,157$14.5M0.2%ValueMediumSydney, New South Wales, China2026-10-13
Carnegie Investment Counsel
62,597$13.1M0.3%CoreLowPepper Pike, OH2026-10-20
Creative Planning
52,027$10.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Running Oak Capital LLC
50,360$10.6M1.7%ValueLowEdina, MN2026-11-04
Premier Fund Managers Ltd
47,532$10.0K0.0%MomentumMediumLondon, United Kingdom2026-11-02
Middleton & Co Inc
44,863$9.4M1.0%GrowthLowBoston, MA2026-10-23
Swiss Life Asset Management Ltd
44,710$9.4M0.0%CoreLowZurich, Switzerland2026-11-03
Thrivent Financial for Lutherans
39,780$8.4K0.0%GARPMediumMinneapolis, MN2026-11-05
Carderock Capital Management Inc
39,766$8.4M1.9%GrowthLowChevy Chase, MD2026-10-22
Y-Intercept (Hong Kong) Ltd
37,928$8.0M0.2%ValueVery HighHong Kong, South Korea2026-10-16
MacKenzie Financial Corp
34,957$7.3M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Daymark Wealth Partners, LLC
33,856$7.1M0.2%CoreLowCincinnati, OH2026-11-04
Wilmington Savings Fund Society, FSB
31,772$6.7M0.2%CoreLowWilmington, DE2026-10-23
State of New Jersey Common Pension Fund D
31,410$6.6M0.0%CoreLowTrenton, NJ2026-11-05
McCollum Christoferson Group LLC
30,138$6.3M1.8%GrowthLowAmherst, NY2026-10-13
Mn Services Vermogensbeheer B.V.
28,250$5.9K0.0%CoreVery LowThe Hague, Philippines2026-10-08
Czech National Bank
28,014$5.9M0.0%IndexVery LowPrague, Bahrain2026-10-13
Wealth Enhancement Advisory Services, LLC
27,742$5.3M0.0%CoreLowPlymouth, MN2026-10-13
Arizona State Retirement System
26,617$5.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Mirae Asset Global Investments Co., Ltd.
26,468$5.6M0.0%GrowthLowSeoul, Malaysia2026-11-03
LaFleur & Godfrey LLC
26,338$5.5M0.7%GrowthLowGrand Rapids, MI2026-10-27
Fideuram Asset Management (Ireland) dac
26,052$5.9M0.1%CoreHighDublin 1, Lithuania2026-10-29
Deroy & Devereaux Private Investment Counsel Inc
25,355$5.3K0.0%ValueMediumBloomfield Hills, MI2026-10-26
State of Michigan Retirement System
24,448$5.1M0.0%IndexLowEast Lansing, MI2026-10-27
CIBC Asset Management Inc
23,091$4.8M0.0%GARPLowToronto, South Africa2026-11-05
Robeco Institutional Asset Management B.V.
22,229$4.7M0.0%CoreMediumRotterdam, Philippines2026-10-20
Daiwa Securities Group Inc.
22,037$4.6M0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
21,541$4.5M0.0%CoreLowHarrisburg, PA2026-11-03
Fjarde Ap-Fonden TH Swedish National Pension Fund
21,532$4.5M0.0%GrowthLowStockholm, Sweden2026-10-15
IFM Investors Pty Ltd
21,271$4.5M0.0%IndexVery LowMelbourne, China2026-10-14
ProShare Advisors LLC
20,637$4.3M0.0%GrowthLowBethesda, MD2026-10-29
Xponance LLC
20,561$4.3M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Retirement Systems of Alabama
20,446$4.3M0.0%IndexLowMontgomery, AL2026-11-04
Ethic Inc.
20,408$4.3M0.0%CoreLowNew York, NY2026-11-03
Mutual of America Capital Management LLC
20,289$4.3M0.0%IndexLowNew York, NY2026-10-23
Inspire Investing, LLC
19,098$4.0M0.2%GARPHighMeridian, ID2026-10-22
KBC Group NV
18,767$3.9K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Rakuten Investment Management, Inc.
17,498$3.7M0.0%ETFMediumTokyo, Mexico2026-10-30
Amalgamated Bank
17,488$3.7K0.0%CoreVery LowNew York, NY2026-10-23
Neos Investment Management LLC
16,631$3.5M0.0%IndexVery LowWestport, CT2026-11-04
Nisa Investment Advisors, LLC
16,158$3.4M0.0%IndexVery LowSt. Louis, MO2026-10-20
Diversify Wealth Management, LLC
15,749$3.5M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
15,749$3.5M0.1%GrowthLowSandy, UT2026-10-20
Strong Tower Advisory Services
15,640$3.3M0.6%CoreMediumMinneapolis, MN2026-10-13
Marks Group Wealth Management, Inc
14,966$3.1M0.3%CoreMediumMinnetonka, MN2026-11-05
Illinois Municipal Retirement Fund
14,618$3.1M0.0%CoreMediumOak Brook, IL2026-11-05
Truist Financial Corp
14,347$3.0M0.0%CoreLowCharlotte, NC2026-10-30
Assetmark, Inc
14,134$3.0M0.0%ETFLowConcord, CA2026-10-21
Yousif Capital Management, LLC
13,311$2.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Sumitomo Mitsui DS Asset Management Company, Ltd
12,326$2.6M0.0%IndexVery LowTokyo, Mexico2026-10-20
Oregon Public Employees Retirement Fund
11,972$2.5M0.0%IndexVery LowTigard, OR2026-10-30
Kimelman & Baird, LLC
11,680$2.5M0.2%CoreLowNew York, NY2026-11-03
Ipswich Investment Management Co., Inc.
11,184$2.3M0.5%CoreLowBeverly, MA2026-10-13
Strengthening Families & Communities, LLC
10,884$2.3M0.5%CoreMediumBoston, MA2026-10-21
Valley National Advisers Inc
10,691$2.2M0.2%ETFLowBethlehem, PA2026-10-23
Machina Capital S.A.S.
10,608$2.2M0.3%ValueVery HighParis, India2026-11-05
Kornitzer Capital Management Inc
10,500$2.2M0.0%CoreLowShawnee Mission, KS2026-11-03
Generali Asset Management SPA SGR
10,212$2.1M0.0%CoreLowTrieste, Latvia2026-10-26
Keybank National Association
9,590$2.0M0.0%CoreLowBrooklyn, OH2026-11-04
CenterBook Partners LP
9,325$2.0M0.1%ValueVery HighGreenwich, CT2026-11-02
State of Alaska, Department of Revenue
9,238$1.9K0.0%CoreVery LowJuneau, AK2026-10-15
US Bancorp \de\
9,062$1.9M0.0%IndexLowMinneapolis, MN2026-11-05
Concurrent Investment Advisors, LLC
8,645$1.8M0.0%GrowthMediumTampa, FL2026-10-16
Atria Investments, Inc
8,455$1.8M0.0%CoreMediumCharlotte, NC2026-10-15
ABN Amro Investment Solutions
8,007$1.7M0.0%GrowthLowParis Cedex 008, India2026-10-21
Cambridge Investment Research Advisors, Inc.
7,883$1.7K0.0%ETFLowFairfield, IA2026-11-02
Gulf International Bank (UK) Ltd
7,469$1.6K0.0%CoreVery LowLondon, United Kingdom2026-10-20
Knights of Columbus Asset Advisors LLC
7,420$1.6M0.1%CoreMediumNew Haven, CT2026-11-05
Crossmark Global Holdings, Inc.
6,726$1.4M0.0%GARPMediumHouston, TX2026-10-21
Taylor Frigon Capital Management LLC
6,505$1.4M0.7%GrowthMediumScottsdale, AZ2026-10-23
Maryland State Retirement & Pension System
6,293$1.3M0.0%IndexVery LowBaltimore, MD2026-11-05
Harbor Investment Advisory, LLC
5,941$1.2M0.1%GrowthLowLutherville, MD2026-10-13
FSM Wealth Advisors, LLC
5,899$1.2M0.1%ETFLowCleveland, OH2026-10-27
Park Edge Advisors, LLC
5,887$1.2M0.3%CoreMediumCleveland, OH2026-10-28
HB Wealth Management, LLC
5,822$1.2M0.0%IndexVery LowAtlanta, GA2026-10-23
Achmea Investment Management B.V.
5,601$1.2M0.0%CoreMediumZeist, Philippines2026-10-30
Commonwealth Equity Services, LLC
5,525$1.2M0.0%ETFLowWaltham, MA2026-11-02
Raiffeisen Bank International AG
5,513$1.2M0.0%GrowthMediumVienna, Chile2026-10-28
One Way Holdings LLC
5,499$1.2M0.1%CoreMediumFlower Mound, TX2026-10-29
Harbor Capital Advisors, Inc.
5,462$1.1K0.0%ValueHighChicago, IL2026-10-22
MGO One Seven LLC
5,342$1.1M0.0%GrowthLowBeachwood, OH2026-10-28
Bahl & Gaynor LLC
5,041$1.1M0.0%CoreLowCincinnati, OH2026-11-05
New Mexico Educational Retirement Board
4,850$1.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
Louisiana State Employees Retirement System
4,800$1.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Allspring Global Investments Holdings, LLC
4,674$978.5K0.0%CoreMediumCharlotte, NC2026-11-04
Tokio Marine Asset Management Co LTD
4,064$853.5K0.0%GrowthLowTokyo, Mexico2026-10-26
Exchange Traded Concepts, LLC
3,995$839.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Plato Investment Management Ltd
3,980$839.1K0.0%CoreLowSydney, China2026-11-05
Compass Ion Advisors, LLC
3,959$831.4K0.1%ETFVery LowConshohocken, PA2026-10-23
Oppenheimer Asset Management Inc.
3,937$826.8K0.0%CoreMediumNew York, NY2026-10-27
Trueblood Wealth Management, LLC
3,811$800.4K0.3%CoreLowLima, OH2026-10-23
Chicago Partners Investment Group LLC
3,769$875.0K0.0%GARPLowChicago, IL2026-10-27
Westside Investment Management, Inc.
3,723$781.8K0.1%GrowthLowSanta Monica, CA2026-11-02
Farther Finance Advisors, LLC
3,631$762.6K0.0%IndexLowSan Francisco, CA2026-10-08
Penobscot Investment Management Company, Inc.
3,615$759.2K0.1%GrowthLowBoston, MA2026-10-26
Vise Technologies, Inc.
3,520$739.2K0.0%IndexLowNew York, NY2026-10-29
Mcdonald Partners LLC
3,374$708.6K0.2%CoreLowCleveland, OH2026-11-03
Fifth Third Bancorp
3,347$702.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Cranbrook Wealth Management, LLC
3,267$686.1K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Fulton Bank, N.A.
3,189$669.7K0.0%CoreLowLancaster, PA2026-10-14
Fifth Third Wealth Advisors LLC
3,167$665.1K0.0%IndexVery LowCincinnati, OH2026-10-22
Azzad Asset Management Inc
3,149$661.4K0.1%GrowthMediumFalls Church, VA2026-11-04
DE Burlo Group Inc
3,106$652.3K0.1%GrowthHighBoston, MA2026-11-05
Brighton Jones LLC
3,102$651.5K0.0%CoreVery LowSeattle, WA2026-11-03
Pinnacle Wealth Planning Services, Inc.
3,045$639.5K0.1%GARPLowMansfield, OH2026-10-27
Gamma Investing LLC
3,038$638.0K0.0%IndexVery LowFoster City, CA2026-10-08
Lido Advisors, LLC
3,026$635.7K0.0%GrowthLowLos Angeles, CA2026-11-04
V-Square Quantitative Management LLC
3,006$631.3K0.1%CoreLowChicago, IL2026-10-15
Aljian Capital Management, LLC
3,000$630.0K0.1%GrowthVery LowCarson City, NV2026-10-28
North Dakota State Investment Board
2,998$629.6K0.0%GrowthMediumBismarck, ND2026-10-27
Krilogy Financial LLC
2,978$652.1K0.0%GrowthLowSt. Louis, MO2026-10-13
Sterling Capital Management LLC
2,825$593.3K0.0%GARPMediumCharlotte, NC2026-10-22
Gibbs Wealth Management
2,742$575.8K0.1%CoreLowAlpharetta, GA2026-10-22
GF Fund Management Co. Ltd.
2,710$569.1K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Welch & Forbes LLC
2,707$568.5K0.0%CoreVery LowBoston, MA2026-11-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
2,679$562.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Outlook Wealth Advisors, LLC
2,618$549.7K0.1%ETFMediumShenandoah, TX2026-10-28
Strs Ohio
2,541$533.6K0.0%CoreMediumColumbus, OH2026-10-30
NorthCrest Asset Manangement, LLC
2,539$535.0K0.0%GrowthLowPlymouth, MN2026-10-13
EverSource Wealth Advisors, LLC
2,509$526.9K0.0%CoreMediumBirmingham, AL2026-11-04
Greenleaf Trust
2,331$489.5K0.0%CoreLowKalamazoo, MI2026-10-29
Gateway Investment Advisers LLC
2,294$481.8K0.0%GrowthLowCincinnati, OH2026-10-13
Sagespring Wealth Partners, LLC
2,286$480.0K0.0%ETFLowFranklin, TN2026-10-22
Portside Wealth Group, LLC
2,246$471.7K0.1%CoreMediumProvo, UT2026-10-20
AlphaCore Capital LLC
2,233$469.0K0.0%ETFLowLa Jolla, CA2026-11-04
Lee Financial Co
2,153$452.2K0.1%ETFVery LowDallas, TX2026-10-16
Glenview Trust Co
2,148$451.1K0.0%GrowthVery LowLouisville, KY2026-10-28
Y.D. More Investments Ltd
2,100$441.0K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Fiduciary Family Office, LLC
2,063$433.3K0.1%GrowthLowBoca Raton, FL2026-11-04
Oak Thistle LLC
2,014$423.0K0.0%ValueVery HighNew York, NY2026-10-21
Compound Planning, Inc.
1,958$411.1K0.0%CoreLowNew York, NY2026-11-05
Citizens Financial Group Inc
1,957$410.9K0.0%GrowthLowProvidence, RI2026-10-23
Quadrant Capital Group LLC
1,943$423.1K0.0%CoreLowCincinnati, OH2026-10-20
Riverwater Partners LLC
1,913$401.7K0.1%ValueMediumMilwaukee, WI2026-11-03
Apollon Wealth Management, LLC
1,885$395.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Crestwood Advisors Group, LLC
1,842$386.8K0.0%GrowthLowBoston, MA2026-10-27
Ashton Thomas Private Wealth, LLC
1,772$372.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Sage Private Wealth Group, LLC
1,771$371.8K0.1%ETFLowOakbrook Terrace, IL2026-10-21
Kestra Advisory Services, LLC
1,768$371.4K0.0%CoreLowAustin, TX2026-11-02
Alliance Wealth Advisors, LLC
1,765$370.8K0.1%ETFHighCenterville, UT2026-10-28
Inscription Capital, LLC
1,753$368.1K0.0%GARPMediumHouston, TX2026-11-02
Shearwater Capital LLC
1,694$355.8K0.2%ETFVery LowDenver, CO2026-10-13
Choreo, LLC
1,692$355.3K0.0%IndexLowRockford, IL2026-10-28
Baker Ellis Asset Management LLC
1,658$348.2K0.0%GARPVery LowVancouver, WA2026-10-14
MTM Investment Management, LLC
1,658$348.2K0.1%CoreVery LowSpartanburg, SC2026-10-30
OAK Ridge Investments LLC
1,647$345.9K0.0%MomentumMediumChicago, IL2026-10-30
Prime Capital Investment Advisors, LLC
1,638$344.0K0.0%ETFLowOverland Park, KS2026-10-20
Norden Group LLC
1,623$340.9K0.0%GrowthMediumProvo, UT2026-10-20
Aaron Wealth Advisors LLC
1,600$336.0K0.0%GrowthMediumChicago, IL2026-10-13
Evergreen Capital Management LLC
1,573$330.3K0.0%GARPMediumBellevue, WA2026-10-23
Simplex Trading, LLC
1,562$328.0K0.0%CoreVery HighChicago, IL2026-11-04
Hoxton Planning & Management, LLC
1,556$326.8K0.1%ETFLowShepherdstown, WV2026-10-15
Clear Trail Advisors, LLC
1,524$320.1K0.0%CoreLowHouston, TX2026-10-20
apricus wealth, LLC
1,506$316.2K0.1%YieldMediumBeaufort, SC2026-10-26
Hummer Financial Advisory Services Inc
1,500$315.0K0.2%CoreVery LowChicago, IL2026-10-09
Stackstone Wealth, LLC
1,496$314.2K0.0%CoreN/ADubuque, IA2026-10-19
TritonPoint Partners, LLC
1,494$313.8K0.1%CoreMediumChevy Chase, MD2026-11-05
Shakespeare Wealth Management, LLC
1,484$311.7K0.1%ETFMediumPewaukee, WI2026-10-28
Washington Trust Bank
1,472$309.1K0.0%CoreLowSpokane, WA2026-11-03
Gilliland Jeter Wealth Management LLC
1,454$305.4K0.1%GrowthVery LowLittle Rock, AR2026-10-28
MBL Wealth, LLC
1,396$293.2K0.0%ETFLowCharlotte, NC2026-10-22
Certuity, LLC
1,371$287.9K0.0%GARPLowNorth Palm Beach, FL2026-11-02
StoneX Group Inc.
1,346$295.5K0.0%ETFMediumNew York, NY2026-11-03
Signaturefd, LLC
1,310$275.1K0.0%IndexLowAtlanta, GA2026-10-23
Clear Harbor Asset Management, LLC
1,300$273.0K0.0%CoreLowStamford, CT2026-11-05
Vontobel Holding Ltd.
1,274$267.6K0.0%CoreMediumZurich, Switzerland2026-10-16
Perigon Wealth Management, LLC
1,272$267.1K0.0%GrowthLowSan Francisco, CA2026-10-22
CX Institutional
1,271$2670.0%CoreMediumAuburn, IN2026-10-02
Ritholtz Wealth Management
1,270$266.7K0.0%IndexLowNew York, NY2026-11-05
Haven Private, LLC
1,270$266.7K0.1%ETFMediumOrlando, FL2026-10-27
Wedmont Private Capital
1,264$266.4K0.0%IndexVery LowWest Chester, PA2026-10-09
Courier Capital LLC
1,262$265.0K0.0%ETFLowBuffalo, NY2026-10-19
Balefire, LLC
1,253$263.1K0.0%ETFMediumDallas, TX2026-10-09
Firethorn Wealth Partners, LLC
1,244$261.3K0.1%ETFLowAugusta, GA2026-10-14
Generali Investments, Management Co LLC
1,220$256.2K0.0%GrowthMediumLjubljana, Andorra2026-10-19
Montag A & Associates Inc
1,200$252.0K0.0%CoreLowAtlanta, GA2026-10-29
Larson Financial Group LLC
1,190$249.9K0.0%GrowthLowSt Louis, MO2026-11-05
Simon Quick Advisors, LLC
1,188$249.5K0.0%ETFLowMorristown, NJ2026-10-26
Trust Point Inc.
1,186$249.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Park Avenue Securities LLC
1,172$2460.0%ETFMediumNew York, NY2026-10-26
Hanson & Doremus Investment Management
1,157$2430.0%CoreVery LowBurlington, VT2026-10-16
VestGen Advisors, LLC
1,156$242.8K0.0%GrowthMediumChicago, IL2026-10-27
1900 Wealth Management LLC
1,142$239.8K0.0%ETFLowSan Antonio, TX2026-10-13
Kohmann Bosshard Financial Services, LLC
1,135$238.4K0.0%ETFLowFairlawn, OH2026-11-04
Profund Advisors LLC
1,096$230.2K0.0%GrowthLowBethesda, MD2026-10-29
Trust Asset Management LLC
1,096$230.2K0.0%ETFVery LowHouston, TX2026-11-03
Axxcess Wealth Management, LLC
1,082$227.2K0.0%CoreLowCarlsbad, CA2026-10-21
Caliber Wealth Management, LLC / KS
1,070$224.6K0.0%ETFLowOverland Park, KS2026-11-04
TD Waterhouse Canada Inc.
1,060$221.9K0.0%CoreLowToronto, Australia2026-10-16
Alps Advisors Inc
1,038$218.0K0.0%YieldLowDenver, CO2026-11-03
First Heartland Consultants, Inc.
1,028$215.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Davenport & Co LLC
1,022$214.6K0.0%CoreMediumRichmond, VA2026-10-14
NLB Skladi, upravljanje premozenja, d.o.o.
1,018$213.8K0.0%GrowthLowLjubljana, Andorra2026-10-22
Revisor Wealth Management LLC
1,012$224.0K0.1%CoreLowAkron, OH2026-10-20
Dynamic Advisor Solutions LLC
1,009$211.9K0.0%ETFLowPhoenix, AZ2026-10-13
NTV Asset Management LLC
1,000$210.0K0.0%GrowthLowCharleston, WV2026-10-23
Parcion Private Wealth LLC
990$207.9K0.0%CoreMediumBellevue, WA2026-10-28
Oarsman Capital, Inc.
982$206.2K0.0%ETFLowMilwaukee, WI2026-11-05
Sigma Investment Counselors Inc
975$204.8K0.0%ETFLowNorthville, MI2026-10-27
D.A. Davidson & Co.
972$204.1K0.0%CoreLowGreat Falls, MT2026-10-28
Valeo Financial Advisors, LLC
969$203.5K0.0%ETFLowCarmel, IN2026-10-08
Parallel Advisors, LLC
943$198.0K0.0%IndexLowSan Francisco, CA2026-11-03
Elyxium Wealth, LLC
766$160.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Alta Capital Management LLC/
746$156.7K0.0%GrowthMediumSalt Lake City, UT2026-10-26
Versant Capital Management, Inc
741$155.6K0.0%GARPLowPhoenix, AZ2026-10-02
Pension & Wealth Management Advisors, Inc.
627$131.7K0.0%ETFLowWaltham, MA2026-10-16
Parkside Financial Bank & Trust
595$125.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
Trust Co of Toledo NA
569$119.5K0.0%GrowthVery LowHolland, OH2026-10-16
Mather Group, Llc.
565$118.7K0.0%ETFMediumChicago, IL2026-10-14
Essential Partners LLC
504$105.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Trust Co NA
499$104.8K0.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
489$102.7K0.0%CoreLowSpringfield, MA2026-10-05
Key FInancial Inc
485$101.9K0.0%ETFLowWest Chester, PA2026-11-02
Covestor Ltd
476$1000.0%ValueHighLondon, United Kingdom2026-10-30
Jnba Financial Advisors
448$94.1K0.0%ETFMediumBloomington, MN2026-11-03
IFP Advisors, Inc
441$92.6K0.0%GrowthLowTampa, FL2026-10-16
Root Financial Partners, LLC
431$90.5K0.0%ETFMediumEncinitas, CA2026-10-21
GK Wealth Management LLC
417$87.6K0.0%GARPVery HighReno, NV2026-10-09
SJS Investment Consulting Inc.
377$79.2K0.0%ETFVery LowSylvania, OH2026-10-26
North Point Portfolio Managers Corp
346$72.7K0.0%GrowthLowOrange Village, OH2026-10-07
Antipodes Partners Ltd
340$71.4K0.0%ValueHighRoyal Exchange, China2026-11-05
Avanza Fonder AB
312$65.5K0.0%GrowthLowStockholm, Sweden2026-10-13
Cromwell Holdings LLC
309$64.9K0.0%IndexLowJackson, WY2026-10-28
True Wealth Design, LLC
283$59.4K0.0%ETFMediumAkron, OH2026-10-13
Nvest Wealth Strategies, Inc.
277$58.2K0.0%ETFVery LowPowell, OH2026-10-14
Provenance Wealth Advisors, LLC
266$55.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Asset Dedication, LLC
266$55.9K0.0%ETFLowSan Francisco, CA2026-11-03
Financial Network Wealth Advisors LLC
251$52.7K0.1%ETFLowMurray, UT2026-10-28
Trust Co of Vermont
235$49.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Community Financial Services Group, LLC
216$45.2K0.0%GrowthLowNewport, VT2026-10-15
Central Trust Co
205$43.1K0.0%CoreLowJefferson City, MO2026-11-05
Elevation Wealth Partners, LLC
205$43.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Costello Asset Management, Inc
200$42.0K0.0%CoreLowFeasterville, PA2026-10-30
First Horizon Corp
183$38.4K0.0%CoreLowMemphis, TN2026-10-26
J.Safra Asset Management Corp
182$38.2K0.0%ETFLowNew York, NY2026-11-03
Deseret Mutual Benefit Administrators
176$37.0K0.0%CoreMediumSalt Lake City, UT2026-11-04
Spire Wealth Management
172$36.1K0.0%GrowthMediumMclean, VA2026-10-30
NorthAvenue LLC
163$34.2K0.0%ETFVery LowColumbus, OH2026-10-29
WPG Advisers, LLC
163$34.2K0.0%CoreLowBaltimore, MD2026-10-27
Wormser Freres Gestion
136$28.6K0.0%GrowthMediumParis, India2026-10-21
Nemes Rush Group LLC
133$27.9K0.0%CoreVery LowNovi, MI2026-11-04
Compass Financial Management LLC
120$25.2K0.0%CoreN/ATampa, FL2026-10-30
Blue Trust, Inc.
111$23.3K0.0%ETFLowBrentwood, TN2026-10-15
Eastern Bank
106$22.3K0.0%GrowthMediumBoston, MA2026-10-05
Rossby Financial, LCC
101$21.2K0.0%ETFMediumMelbourne, FL2026-11-05
Owl Creek Wealth Partners LLC
100$21.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Fortitude Family Office, LLC
96$20.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Dynamic Wealth Strategies, LLC
95$20.0K0.0%ETFLowGranite Bay, CA2026-10-16
TD Private Client Wealth LLC
87$18.3K0.0%ETFLowNew York, NY2026-10-28
Torren Management, LLC
86$18.1K0.0%ETFMediumSan Diego, CA2026-10-29
JFS Wealth Advisors, LLC
85$17.9K0.0%ETFVery LowHermitage, PA2026-11-03
Redwood Park Advisors LLC
82$17.2K0.0%ETFVery LowRedwood City, CA2026-11-02
Capital Advisors, Ltd. LLC
80$170.0%ETFLowShaker Heights, OH2026-10-27
Kelleher Financial Advisors
68$14.3K0.0%CoreMediumNew York, NY2026-10-30
Wilkerson Advisory Group LLC
67$14.1K0.0%ETFMediumColumbia, MO2026-10-20
Farmers & Merchants Investments Inc
66$13.9K0.0%CoreVery LowLincoln, NE2026-10-22
Birch Financial Group, LLC
65$13.7K0.0%CoreLowKeene, NH2026-10-27
Center for Financial Planning, Inc.
64$13.4K0.0%ETFLowSouthfied, MI2026-10-26
DT Investment Partners, LLC
58$12.2K0.0%ETFVery LowChadds Ford, PA2026-10-27
Ninety One North America, Inc.
56$11.8K0.0%CoreMediumNew York, NY2026-10-15
Lynch Investment Planning, LLC
54$11.3K0.0%ETFLowNewtown Square, PA2026-10-27
RMG Wealth Management LLC
54$12.4K0.0%ETFVery HighPlatteville, WI2026-10-26
Gables Capital Management Inc.
50$10.5K0.0%GrowthVery LowMiami, FL2026-11-04
Raleigh Capital Management Inc.
48$10.0K0.0%CoreMediumCary, NC2026-10-28
Miller Global Investments, LLC
45$9.5K0.0%ValueMediumDallas, TX2026-10-02
MV Capital Management, Inc.
44$9.2K0.0%ETFLowBethesda, MD2026-10-29
Signature Equity Partners, LLC
42$8.7K0.0%GrowthMediumColumbus, OH2026-10-29
Manchester Capital Management LLC
41$8.6K0.0%CoreLowManchester, VT2026-10-22
Murphy & Mullick Capital Management Corp
39$8.2K0.0%GrowthLowSmithtown, NY2026-11-02
IMG Wealth Management, Inc.
38$8.0K0.0%ETFMediumJacksonville, FL2026-10-27
Highline Wealth Partners LLC
38$8.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
Financial Management Professionals, Inc.
35$7.4K0.0%ETFMediumAustin, TX2026-10-23
Advocate Investing Services LLC
34$7.1K0.0%ETFLowWoodbine, MD2026-10-26
Bay Harbor Wealth Management, LLC
33$6.9K0.0%ETFMediumHunt Valley, MD2026-11-03
Golden State Wealth Management, LLC
33$7.0K0.0%ETFMediumSanta Ana, CA2026-11-02
Bare Financial Services, Inc
32$6.7K0.0%ETFVery LowGap, PA2026-11-04
Albion Financial Group
32$6.7K0.0%GrowthLowSalt Lake City, UT2026-10-21
Pacific Center for Financial Services
32$6.7K0.0%ETFMediumDanville, CA2026-10-15
KFG LLC
32$6.7K0.0%ETFN/ARapid City, SD2026-11-02
Activest Wealth Management
32$6.7K0.0%ETFLowAventura, FL2026-10-15
Physician Wealth Advisors, Inc.
29$6.1K0.0%ETFMediumMidvale, UT2026-10-20
Silver Grove Financial Group, Inc.
28$5.9K0.0%CoreMediumOrchard Park, NY2026-11-05
SBI Securities Co., Ltd.
28$5.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Capital Management Investments LLC
27$5.7K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
26$5.5K0.0%ETFVery LowOrinda, CA2026-10-29
Cape Investment Advisory, Inc.
25$5.3K0.0%ETFLowMcdonough, GA2026-10-13
Mowery & Schoenfeld Wealth Management, LLC
23$4.8K0.0%GrowthMediumLincolnshire, IL2026-10-28
Proathlete Wealth Management LLC
22$4.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Washington Trust Advisors, Inc.
21$4.4K0.0%GrowthLowWellesley, MA2026-10-22
Ascentis Independent Advisors
20$4.2K0.0%ETFLowDallas, TX2026-11-03
Cedar Mountain Advisors, LLC
20$4.2K0.0%ETFVery LowLake Oswego, OR2026-10-15
High Note Wealth, LLC
19$4.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Private Wealth Management Group, LLC
18$3.8K0.0%ETFLowPrinceton, NJ2026-10-19
First Command Advisory Services, Inc.
18$3.8K0.0%IndexLowFort Worth, TX2026-11-05
Gilpin Wealth Management, LLC
16$3.4K0.0%GrowthLowDenver, CO2026-10-09
Hilton Head Capital Partners, LLC
14$2.9K0.0%CoreMediumHilton Head Island, SC2026-10-23
UMB Private Wealth Management, LLC
13$2.7K0.0%GrowthN/AKansas City, MO2026-10-19
Lloyd Advisory Services, Llc.
12$2.5K0.0%ETFVery HighSuwanee, GA2026-11-02
Arlington Trust Co LLC
12$2.5K0.0%ETFMediumBirmingham, AL2026-10-20
Sunrise Financial Services, LLC
10$2.1K0.0%ETFMediumBurien, WA2026-10-21
Grove Bank & Trust
10$2.1K0.0%ETFLowMiami, FL2026-10-08
Lodestone Wealth Management LLC
10$2.1K0.0%CoreLowSpokane, WA2026-10-14
Triumph Capital Management
9$1.9K0.0%ETFMediumDenver, CO2026-10-14
Clark Wealth Partners
8$1.7K0.0%ETFVery LowO'Fallon, IL2026-10-19
Avion Wealth
8$10.0%ETFLowThe Woodlands, TX2026-11-04
Financial Perspectives, Inc
7$1.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
American Capital Advisory, LLC
6$1.3K0.0%ETFLowKetchum, ID2026-10-28
Planning Strategies Inc.
6$1.3K0.0%ETFN/ALancaster, PA2026-10-02
William Mack & Associates, Inc.
6$1.3K0.0%ETFLowTroy, MI2026-10-27
Hughes Financial Services, LLC
6$1.4K0.0%ETFLowHerndon, VA2026-10-30
GoalVest Advisory LLC
6$1.3K0.0%ETFMediumNew York, NY2026-10-02
Livelsberger Financial Advisory
6$1.4K0.0%YieldVery LowAshland, OH2026-10-28
Brown, Lisle Ings, Inc.
5$1.1K0.0%CoreVery LowProvidence, RI2026-10-16
Country Trust Bank
4$8400.0%GrowthLowBloomington, IL2026-10-30
James T. Borello RIA
4$8400.0%ETFVery LowEast Dundee, IL2026-10-16
Tradewinds Capital Management, LLC
3$6310.0%ETFVery HighBellingham, WA2026-10-23
Aspect Partners, LLC
3$6300.0%ETFMediumFairfax, VA2026-10-20
WestEnd Advisors, LLC
3$6300.0%ETFMediumCharlotte, NC2026-10-27
DecisionPoint Financial, LLC
3$6290.0%ETFVery LowMesa, AZ2026-10-27
Essential Investment Partners LLC
2$4200.0%GrowthLowEnglewood, CO2026-10-27
Davis Capital Management
2$4200.0%CoreLowJacksonville, FL2026-10-08
TFC Financial Management, Inc.
2$4210.0%ETFVery LowBoston, MA2026-10-26
Nvwm, LLC
2$4200.0%GrowthMediumYardley, PA2026-10-14
Morton Brown Family Wealth, LLC
2$4200.0%ETFVery LowAllentown, PA2026-10-23
Cherry Tree Wealth Management, LLC
2$3160.0%ETFVery LowMinnetonka, MN2026-10-15
Maseco LLP
2$4200.0%ETFVery LowLondon, United Kingdom2026-10-27
Quaker Wealth Management, LLC
2$4210.0%ETFMediumMoorestown, NJ2026-10-22
Birchwood Financial Partners, Inc.
2$4200.0%ETFVery LowBloomington, MN2026-11-02
Cullen T Bankers, Inc.
2$4200.0%GrowthLowSan Antonio, TX2026-10-28
Maryland Capital Advisors Inc.
1$2110.0%ETFVery LowChester, MD2026-10-15
Align Financial, LLC
1$2100.0%ETFVery LowHermantown, MN2026-10-16
Arvest Investments, Inc.
0$00.0%ETFLowLowell, AR2026-10-21