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Aaon Inc (AAON)

CUSIP: 000360206 | NYSE | Industrials · Building Products & Equipment | Mid Cap | 1123 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/AWellington Management Group LLP8,587,37010.4%+2,814,894Aug 31, 202662d ahead of 13F (5,772,476 sh) · +2,814,894
13G/AWellington Management Group LLP8,587,370
10.4% of class · Aug 31, 2026+2,814,894
62d ahead of 13F (5,772,476 sh) · +2,814,894

Institutional Holders — Q3 2026

Wasatch Advisors LP2,959,453
1.8% of portfolio›$244.9M
Dimensional Fund Advisors LP1,411,504
0.0% of portfolio›$116.8M
Pictet Asset Management Holding SA1,220,470
0.1% of portfolio›$101.0M
Conestoga Capital Advisors, LLC829,790
2.1% of portfolio›$68.7M
Copeland Capital Management, LLC710,180
1.4% of portfolio›$58.8M
Bokf, NA681,598
0.8% of portfolio›$56.4M
Pembroke Management, LTD304,755
3.1% of portfolio›$25.2M
Allied Investment Advisors, LLC227,453
1.8% of portfolio›$18.8M
Eulav Asset Management208,500
0.6% of portfolio›$17.3M
Retirement Systems of Alabama204,502
0.0% of portfolio›$16.9M
Fort Washington Investment Advisors Inc182,330
0.1% of portfolio›$15.1M
Principal Financial Group Inc158,024
0.0% of portfolio›$13.1M
Ferguson Wellman Capital Management, Inc126,586
0.1% of portfolio›$10.5M
Swedbank AB93,000
0.0% of portfolio›$7.7M
Oppenheimer Asset Management Inc.83,819
0.1% of portfolio›$6.9M
Granite Investment Partners, LLC77,865
0.4% of portfolio›$6.4M
B. Metzler seel. Sohn & Co. AG77,167
0.1% of portfolio›$6.4M
Ascent Group, LLC66,092
0.2% of portfolio›$5.5M
Harbor Capital Advisors, Inc.60,067
0.8% of portfolio›$5.0M
Prescott Group Capital Management, L.L.C.60,000
0.4% of portfolio›$5.0M
Chatham Capital Group, Inc.58,596
0.6% of portfolio›$4.8M
Citigroup Inc48,343
0.0% of portfolio›$4.0M
Campbell Newman Asset Management Inc39,635
0.2% of portfolio›$3.3M
New York State Teachers Retirement System38,642
0.0% of portfolio›$3.2M
MGO One Seven LLC38,058
0.1% of portfolio›$3.1M
Achmea Investment Management B.V.36,977
0.0% of portfolio›$3.1M
Mitchell Capital Management Co36,873
0.5% of portfolio›$3.1M
Amalgamated Bank32,730
0.0% of portfolio›$2.7M
Mutual of America Capital Management LLC25,256
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D23,043
0.0% of portfolio›$1.9M
Louisiana State Employees Retirement System20,600
0.0% of portfolio›$1.7M
Arizona State Retirement System19,605
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC19,413
0.0% of portfolio›$1.6M
Creative Planning19,239
0.0% of portfolio›$1.6M
Olistico Wealth, LLC17,903
0.6% of portfolio›$1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,532
0.0% of portfolio›$1.4M
State of Michigan Retirement System16,200
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund14,302
0.0% of portfolio›$1.2M
Xponance LLC14,301
0.0% of portfolio›$1.2M
Integrity Alliance, Llc.12,157
0.0% of portfolio›$1.0M
Daiwa Securities Group Inc.11,927
0.0% of portfolio›$987.1K
Perigon Wealth Management, LLC11,670
0.0% of portfolio›$965.8K
Nisa Investment Advisors, LLC10,976
0.0% of portfolio›$908.4K
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna10,500
0.3% of portfolio›$869.0K
Kestra Advisory Services, LLC9,681
0.0% of portfolio›$801.2K
Cannon Advisors, Inc.9,419
0.5% of portfolio›$811.8K
New York Life Investment Management LLC9,309
0.0% of portfolio›$770.4K
Peterson Wealth Services9,131
0.2% of portfolio›$755.7K
Chicago Trust Co NA8,995
0.1% of portfolio›$744.4K
Tributary Capital Management, LLC8,960
0.1% of portfolio›$741.5K
Inspire Investing, LLC8,921
0.0% of portfolio›$738.3K
Cadent Capital Advisors, LLC7,593
0.1% of portfolio›$628.4K
Atria Investments, Inc7,508
0.0% of portfolio›$621.3K
Hennion & Walsh Asset Management, Inc.7,363
0.0% of portfolio›$609.4K
Kestra Investment Management, LLC7,075
0.0% of portfolio›$585.6K
Evergreen Capital Management LLC6,840
0.0% of portfolio›$566.1K
Oak Thistle LLC6,822
0.1% of portfolio›$564.6K
Crossmark Global Holdings, Inc.6,818
0.0% of portfolio›$564.3K
Kestra Private Wealth Services, LLC6,714
0.0% of portfolio›$555.6K
State of Alaska, Department of Revenue6,562
0.0% of portfolio›$543.0K
Quadrant Capital Group LLC6,264
0.0% of portfolio›$539.9K
Prospera Financial Services Inc5,651
0.0% of portfolio›$380.9K
AlphaCore Capital LLC5,529
0.0% of portfolio›$457.6K
Wealth Enhancement Advisory Services, LLC5,403
0.0% of portfolio›$464.4K
Swiss Life Asset Management Ltd4,636
0.0% of portfolio›$383.7K
Simplex Trading, LLC4,611
0.0% of portfolio›$381.6K
Park Avenue Securities LLC4,539
0.0% of portfolio›$376.0K
DekaBank Deutsche Girozentrale4,530
0.0% of portfolio›$386
Cambridge Investment Research Advisors, Inc.4,074
0.0% of portfolio›$337.0K
Virginia Retirement Systems ET Al3,850
0.0% of portfolio›$318.6K
Gibraltar Capital Management, Inc.3,731
0.0% of portfolio›$308.8K
Y.D. More Investments Ltd3,173
0.0% of portfolio›$262.6K
Norden Group LLC3,135
0.0% of portfolio›$259.4K
Associated Banc-Corp2,795
0.0% of portfolio›$231.3K
OAK Ridge Investments LLC2,781
0.0% of portfolio›$230.2K
ProShare Advisors LLC2,632
0.0% of portfolio›$217.8K
CIBC Asset Management Inc2,506
0.0% of portfolio›$207.4K
Praxis Investment Management Inc2,479
0.0% of portfolio›$205.0K
Caitong International Asset Management Co., Ltd2,389
0.0% of portfolio›$197.7K
KBC Group NV2,323
0.0% of portfolio›$192.0K
Gamma Investing LLC2,091
0.0% of portfolio›$173.1K
Fulcrum Asset Management LLP1,512
0.0% of portfolio›$128.7K
Hilltop National Bank1,332
0.0% of portfolio›$110.2K
Central Pacific Bank - Trust Division1,240
0.0% of portfolio›$102.6K
Trust Co of Toledo NA1,230
0.0% of portfolio›$101.8K
Parkside Financial Bank & Trust1,181
0.0% of portfolio›$97.7K
Parallel Advisors, LLC1,110
0.0% of portfolio›$91.9K
Strs Ohio936
0.0% of portfolio›$77.5K
Farther Finance Advisors, LLC807
0.0% of portfolio›$66.8K
Birch Financial Group, LLC720
0.0% of portfolio›$59.6K
Bayforest Capital Ltd566
0.1% of portfolio›$46.8K
Rakuten Securities, Inc.498
0.0% of portfolio›$41.2K
SBI Securities Co., Ltd.477
0.0% of portfolio›$39.5K
Signaturefd, LLC434
0.0% of portfolio›$35.9K
Ascentis Wealth Management, LLC351
0.0% of portfolio›$29.0K
Westside Investment Management, Inc.280
0.0% of portfolio›$23.2K
Mather Group, Llc.248
0.0% of portfolio›$20.5K
Root Financial Partners, LLC234
0.0% of portfolio›$19.4K
Compass Wealth Management LLC200
0.0% of portfolio›$16.6K
MassMutual Private Wealth & Trust, FSB173
0.0% of portfolio›$14.3K
Summit Securities Group LLC166
0.0% of portfolio›$13.7K
CX Institutional160
0.0% of portfolio›$13
EverSource Wealth Advisors, LLC158
0.0% of portfolio›$13.1K
Sterling Capital Management LLC155
0.0% of portfolio›$12.8K
Versant Capital Management, Inc154
0.0% of portfolio›$12.7K
Buck Wealth Strategies, LLC148
0.0% of portfolio›$12.3K
First Horizon Corp146
0.0% of portfolio›$12.1K
Downshift Financial, LLC123
0.0% of portfolio›$10.2K
Mitsubishi UFJ Asset Management Co., Ltd.98
0.0% of portfolio›$8.1K
Key FInancial Inc97
0.0% of portfolio›$8.0K
Wolff Wiese Magana LLC90
0.0% of portfolio›$7.4K
Elyxium Wealth, LLC88
0.0% of portfolio›$7.3K
Elevation Wealth Partners, LLC79
0.0% of portfolio›$6.5K
TD Private Client Wealth LLC70
0.0% of portfolio›$5.8K
Farmers & Merchants Investments Inc60
0.0% of portfolio›$5.0K
JFS Wealth Advisors, LLC54
0.0% of portfolio›$4.5K
Provenance Wealth Advisors, LLC45
0.0% of portfolio›$3.7K
Private Trust Co NA45
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC40
0.0% of portfolio›$3.3K
GK Wealth Management LLC31
0.0% of portfolio›$2.6K
Aspect Partners, LLC30
0.0% of portfolio›$2.5K
Hughes Financial Services, LLC29
0.0% of portfolio›$2.2K
Mcdonald Partners LLC29
0.0% of portfolio›$2.4K
Cromwell Holdings LLC27
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.25
0.0% of portfolio›$2.1K
CoreCap Advisors, LLC23
0.0% of portfolio›$1.9K
Assetmark, Inc23
0.0% of portfolio›$1.9K
Ascentis Independent Advisors22
0.0% of portfolio›$1.8K
Bell Investment Advisors, Inc21
0.0% of portfolio›$1.7K
Pension & Wealth Management Advisors, Inc.19
0.0% of portfolio›$1.6K
Manchester Capital Management LLC17
0.0% of portfolio›$1.4K
Pinnacle Wealth Planning Services, Inc.17
0.0% of portfolio›$1.4K
Creative Capital Management Investments LLC14
0.0% of portfolio›$1.2K
Bay Harbor Wealth Management, LLC13
0.0% of portfolio›$1.1K
DiNuzzo Private Wealth, Inc.12
0.0% of portfolio›$994
SJS Investment Consulting Inc.11
0.0% of portfolio›$911
UMB Private Wealth Management, LLC11
0.0% of portfolio›$910
WPG Advisers, LLC10
0.0% of portfolio›$828
Burk Holdings LLC10
0.0% of portfolio›$828
Signature Equity Partners, LLC5
0.0% of portfolio›$414
IFP Advisors, Inc2
0.0% of portfolio›$166
Proathlete Wealth Management LLC2
0.0% of portfolio›$165
Maryland Capital Advisors Inc.2
0.0% of portfolio›$166
Nfsg Corp1
0.0% of portfolio›$83
DecisionPoint Financial, LLC1
0.0% of portfolio›$83
Signature Resources Capital Management, LLC1
0.0% of portfolio›$83
MV Capital Management, Inc.1
0.0% of portfolio›$83
StyleTurnoverLocationFiled
Wasatch Advisors LP
2,959,453$244.9M1.8%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
1,411,504$116.8M0.0%IndexLowAustin, TX2026-11-04
Pictet Asset Management Holding SA
1,220,470$101.0M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Conestoga Capital Advisors, LLC
829,790$68.7M2.1%CoreLowWayne, PA2026-11-02
Copeland Capital Management, LLC
710,180$58.8M1.4%ValueMediumConshohocken, PA2026-10-13
Bokf, NA
681,598$56.4M0.8%CoreLowTulsa, OK2026-10-27
Pembroke Management, LTD
304,755$25.2M3.1%GARPMediumMontreal, Austria2026-10-21
Allied Investment Advisors, LLC
227,453$18.8M1.8%ValueLowBillings, MT2026-10-13
Eulav Asset Management
208,500$17.3M0.6%GrowthMediumSarasota, FL2026-10-23
Retirement Systems of Alabama
204,502$16.9M0.0%IndexLowMontgomery, AL2026-11-04
Fort Washington Investment Advisors Inc
182,330$15.1M0.1%CoreLowCincinnati, OH2026-10-15
Principal Financial Group Inc
158,024$13.1M0.0%CoreLowDes Moines, IA2026-11-02
Ferguson Wellman Capital Management, Inc
126,586$10.5M0.1%CoreLowPortland, OR2026-10-05
Swedbank AB
93,000$7.7M0.0%GrowthLowStockholm, Sweden2026-10-27
Oppenheimer Asset Management Inc.
83,819$6.9M0.1%CoreMediumNew York, NY2026-10-27
Granite Investment Partners, LLC
77,865$6.4M0.4%CoreMediumEl Segundo, CA2026-11-04
B. Metzler seel. Sohn & Co. AG
77,167$6.4M0.1%GrowthMediumFrankfurt, Hong Kong2026-10-30
Ascent Group, LLC
66,092$5.5M0.2%CoreLowVirginia Beach, VA2026-10-30
Harbor Capital Advisors, Inc.
60,067$5.0M0.8%ValueHighChicago, IL2026-10-22
Prescott Group Capital Management, L.L.C.
60,000$5.0M0.4%Deep ValueMediumTulsa, OK2026-10-30
Chatham Capital Group, Inc.
58,596$4.8M0.6%CoreLowSavannah, GA2026-10-16
Citigroup Inc
48,343$4.0M0.0%CoreMediumNew York, NY2026-11-04
Campbell Newman Asset Management Inc
39,635$3.3M0.2%GrowthMediumMilwaukee, WI2026-10-22
New York State Teachers Retirement System
38,642$3.2M0.0%CoreVery LowAlbany, NY2026-10-22
MGO One Seven LLC
38,058$3.1M0.1%GrowthLowBeachwood, OH2026-10-28
Achmea Investment Management B.V.
36,977$3.1M0.0%CoreMediumZeist, Philippines2026-10-30
Mitchell Capital Management Co
36,873$3.1M0.5%MomentumMediumLeawood, KS2026-10-29
Amalgamated Bank
32,730$2.7M0.0%CoreVery LowNew York, NY2026-10-23
Mutual of America Capital Management LLC
25,256$2.1M0.0%IndexLowNew York, NY2026-10-23
State of New Jersey Common Pension Fund D
23,043$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
20,600$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
19,605$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
19,413$1.6M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Creative Planning
19,239$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Olistico Wealth, LLC
17,903$1.5M0.6%GrowthVery LowTulsa, OK2026-10-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
16,532$1.4M0.0%CoreLowHarrisburg, PA2026-11-03
State of Michigan Retirement System
16,200$1.3M0.0%IndexLowEast Lansing, MI2026-10-27
Oregon Public Employees Retirement Fund
14,302$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Xponance LLC
14,301$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Integrity Alliance, Llc.
12,157$1.0M0.0%ETFMediumUrbandale, IA2026-10-29
Daiwa Securities Group Inc.
11,927$987.1K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Perigon Wealth Management, LLC
11,670$965.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Nisa Investment Advisors, LLC
10,976$908.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
10,500$869.0K0.3%GrowthMediumWarsaw, Russia2026-10-21
Kestra Advisory Services, LLC
9,681$801.2K0.0%CoreLowAustin, TX2026-11-02
Cannon Advisors, Inc.
9,419$811.8K0.5%GrowthHighCharlotte, NC2026-10-14
New York Life Investment Management LLC
9,309$770.4K0.0%GrowthLowNew York, NY2026-11-04
Peterson Wealth Services
9,131$755.7K0.2%GrowthHighSouth Ogden, UT2026-10-26
Chicago Trust Co NA
8,995$744.4K0.1%CoreLowGrayslake, IL2026-10-28
Tributary Capital Management, LLC
8,960$741.5K0.1%ValueMediumOmaha, NE2026-10-28
Inspire Investing, LLC
8,921$738.3K0.0%GARPHighMeridian, ID2026-10-22
Cadent Capital Advisors, LLC
7,593$628.4K0.1%ETFHighTulsa, OK2026-10-09
Atria Investments, Inc
7,508$621.3K0.0%CoreMediumCharlotte, NC2026-10-15
Hennion & Walsh Asset Management, Inc.
7,363$609.4K0.0%ValueMediumParsippany, NJ2026-10-13
Kestra Investment Management, LLC
7,075$585.6K0.0%ETFMediumAustin, TX2026-11-04
Evergreen Capital Management LLC
6,840$566.1K0.0%GARPMediumBellevue, WA2026-10-23
Oak Thistle LLC
6,822$564.6K0.1%ValueVery HighNew York, NY2026-10-21
Crossmark Global Holdings, Inc.
6,818$564.3K0.0%GARPMediumHouston, TX2026-10-21
Kestra Private Wealth Services, LLC
6,714$555.6K0.0%GrowthLowAustin, TX2026-10-30
State of Alaska, Department of Revenue
6,562$543.0K0.0%CoreVery LowJuneau, AK2026-10-15
Quadrant Capital Group LLC
6,264$539.9K0.0%CoreLowCincinnati, OH2026-10-20
Prospera Financial Services Inc
5,651$380.9K0.0%CoreMediumDallas, TX2026-11-04
AlphaCore Capital LLC
5,529$457.6K0.0%ETFLowLa Jolla, CA2026-11-04
Wealth Enhancement Advisory Services, LLC
5,403$464.4K0.0%CoreLowPlymouth, MN2026-10-13
Swiss Life Asset Management Ltd
4,636$383.7K0.0%CoreLowZurich, Switzerland2026-11-03
Simplex Trading, LLC
4,611$381.6K0.0%CoreVery HighChicago, IL2026-11-04
Park Avenue Securities LLC
4,539$376.0K0.0%ETFMediumNew York, NY2026-10-26
DekaBank Deutsche Girozentrale
4,530$3860.0%CoreLowFrankfurt, Hong Kong2026-10-27
Cambridge Investment Research Advisors, Inc.
4,074$337.0K0.0%ETFLowFairfield, IA2026-11-02
Virginia Retirement Systems ET Al
3,850$318.6K0.0%CoreMediumRichmond, VA2026-10-28
Gibraltar Capital Management, Inc.
3,731$308.8K0.0%CoreLowTulsa, OK2026-10-27
Y.D. More Investments Ltd
3,173$262.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Norden Group LLC
3,135$259.4K0.0%GrowthMediumProvo, UT2026-10-20
Associated Banc-Corp
2,795$231.3K0.0%CoreLowGreen Bay, WI2026-10-30
OAK Ridge Investments LLC
2,781$230.2K0.0%MomentumMediumChicago, IL2026-10-30
ProShare Advisors LLC
2,632$217.8K0.0%GrowthLowBethesda, MD2026-10-29
CIBC Asset Management Inc
2,506$207.4K0.0%GARPLowToronto, South Africa2026-11-05
Praxis Investment Management Inc
2,479$205.0K0.0%CoreLowGoshen, IN2026-11-03
Caitong International Asset Management Co., Ltd
2,389$197.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
KBC Group NV
2,323$192.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
2,091$173.1K0.0%IndexVery LowFoster City, CA2026-10-08
Fulcrum Asset Management LLP
1,512$128.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Hilltop National Bank
1,332$110.2K0.0%CoreLowCasper, WY2026-10-14
Central Pacific Bank - Trust Division
1,240$102.6K0.0%CoreMediumHonolulu, HI2026-10-06
Trust Co of Toledo NA
1,230$101.8K0.0%GrowthVery LowHolland, OH2026-10-16
Parkside Financial Bank & Trust
1,181$97.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Parallel Advisors, LLC
1,110$91.9K0.0%IndexLowSan Francisco, CA2026-11-03
Strs Ohio
936$77.5K0.0%CoreMediumColumbus, OH2026-10-30
Farther Finance Advisors, LLC
807$66.8K0.0%IndexLowSan Francisco, CA2026-10-08
Birch Financial Group, LLC
720$59.6K0.0%CoreLowKeene, NH2026-10-27
Bayforest Capital Ltd
566$46.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Rakuten Securities, Inc.
498$41.2K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
SBI Securities Co., Ltd.
477$39.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Signaturefd, LLC
434$35.9K0.0%IndexLowAtlanta, GA2026-10-23
Ascentis Wealth Management, LLC
351$29.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Westside Investment Management, Inc.
280$23.2K0.0%GrowthLowSanta Monica, CA2026-11-02
Mather Group, Llc.
248$20.5K0.0%ETFMediumChicago, IL2026-10-14
Root Financial Partners, LLC
234$19.4K0.0%ETFMediumEncinitas, CA2026-10-21
Compass Wealth Management LLC
200$16.6K0.0%GARPLowGuilford, CT2026-10-22
MassMutual Private Wealth & Trust, FSB
173$14.3K0.0%CoreLowSpringfield, MA2026-10-05
Summit Securities Group LLC
166$13.7K0.0%CoreVery HighNew York, NY2026-11-05
CX Institutional
160$130.0%CoreMediumAuburn, IN2026-10-02
EverSource Wealth Advisors, LLC
158$13.1K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
155$12.8K0.0%GARPMediumCharlotte, NC2026-10-22
Versant Capital Management, Inc
154$12.7K0.0%GARPLowPhoenix, AZ2026-10-02
Buck Wealth Strategies, LLC
148$12.3K0.0%ValueMediumDenver, CO2026-10-28
First Horizon Corp
146$12.1K0.0%CoreLowMemphis, TN2026-10-26
Downshift Financial, LLC
123$10.2K0.0%ETFLowBoulder, CO2026-10-13
Mitsubishi UFJ Asset Management Co., Ltd.
98$8.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Key FInancial Inc
97$8.0K0.0%ETFLowWest Chester, PA2026-11-02
Wolff Wiese Magana LLC
90$7.4K0.0%GrowthLowCarslbad, CA2026-10-15
Elyxium Wealth, LLC
88$7.3K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Elevation Wealth Partners, LLC
79$6.5K0.0%ETFLowWalnut Creek, CA2026-10-07
TD Private Client Wealth LLC
70$5.8K0.0%ETFLowNew York, NY2026-10-28
Farmers & Merchants Investments Inc
60$5.0K0.0%CoreVery LowLincoln, NE2026-10-22
JFS Wealth Advisors, LLC
54$4.5K0.0%ETFVery LowHermitage, PA2026-11-03
Provenance Wealth Advisors, LLC
45$3.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Private Trust Co NA
45$3.7K0.0%CoreLowCleveland, OH2026-10-20
Fortitude Family Office, LLC
40$3.3K0.0%ETFMediumScottsdale, AZ2026-10-14
GK Wealth Management LLC
31$2.6K0.0%GARPVery HighReno, NV2026-10-09
Aspect Partners, LLC
30$2.5K0.0%ETFMediumFairfax, VA2026-10-20
Hughes Financial Services, LLC
29$2.2K0.0%ETFLowHerndon, VA2026-10-30
Mcdonald Partners LLC
29$2.4K0.0%CoreLowCleveland, OH2026-11-03
Cromwell Holdings LLC
27$2.2K0.0%IndexLowJackson, WY2026-10-28
Physician Wealth Advisors, Inc.
25$2.1K0.0%ETFMediumMidvale, UT2026-10-20
CoreCap Advisors, LLC
23$1.9K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
23$1.9K0.0%ETFLowConcord, CA2026-10-21
Ascentis Independent Advisors
22$1.8K0.0%ETFLowDallas, TX2026-11-03
Bell Investment Advisors, Inc
21$1.7K0.0%ETFVery LowOrinda, CA2026-10-29
Pension & Wealth Management Advisors, Inc.
19$1.6K0.0%ETFLowWaltham, MA2026-10-16
Manchester Capital Management LLC
17$1.4K0.0%CoreLowManchester, VT2026-10-22
Pinnacle Wealth Planning Services, Inc.
17$1.4K0.0%GARPLowMansfield, OH2026-10-27
Creative Capital Management Investments LLC
14$1.2K0.0%ETFLowSan Diego, CA2026-10-28
Bay Harbor Wealth Management, LLC
13$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
12$9940.0%ETFLowBeaver, PA2026-10-16
SJS Investment Consulting Inc.
11$9110.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
11$9100.0%GrowthN/AKansas City, MO2026-10-19
WPG Advisers, LLC
10$8280.0%CoreLowBaltimore, MD2026-10-27
Burk Holdings LLC
10$8280.0%ETFVery LowTulsa, OK2026-11-05
Signature Equity Partners, LLC
5$4140.0%GrowthMediumColumbus, OH2026-10-29
IFP Advisors, Inc
2$1660.0%GrowthLowTampa, FL2026-10-16
Proathlete Wealth Management LLC
2$1650.0%ETFVery LowBoca Raton, FL2026-10-15
Maryland Capital Advisors Inc.
2$1660.0%ETFVery LowChester, MD2026-10-15
Nfsg Corp
1$830.0%Agg GrowthMediumBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
1$830.0%ETFVery LowMesa, AZ2026-10-27
Signature Resources Capital Management, LLC
1$830.0%ETFLowNewport Beach, CA2026-10-16
MV Capital Management, Inc.
1$830.0%ETFLowBethesda, MD2026-10-29