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Avista Corp (AVA)

CUSIP: 05379B107 | NYSE | Utilities · Utilities - Diversified | Mid Cap | 1202 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,524,298
0.0% of portfolio›$53.5M
Bank of New York Mellon Corp919,497
0.0% of portfolio›$32.3M
Principal Financial Group Inc582,301
0.0% of portfolio›$20.4M
Old Republic International Corp493,200
1.7% of portfolio›$17.3M
Congress Asset Management Co331,090
0.1% of portfolio›$11.6M
Sound Income Strategies, LLC310,749
0.5% of portfolio›$11.0M
ProShare Advisors LLC244,503
0.0% of portfolio›$8.6M
CWA Asset Management Group, LLC190,757
0.2% of portfolio›$6.7M
RWC Asset Management LLP171,708
0.2% of portfolio›$6.0M
Moody Aldrich Partners LLC138,420
0.9% of portfolio›$4.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS133,065
0.0% of portfolio›$4.7M
Y-Intercept (Hong Kong) Ltd120,964
0.1% of portfolio›$4.2M
New York State Teachers Retirement System119,455
0.0% of portfolio›$4.2M
Thrivent Financial for Lutherans113,763
0.0% of portfolio›$4.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management77,847
0.0% of portfolio›$2.7M
Exchange Traded Concepts, LLC66,420
0.0% of portfolio›$2.3M
Nisa Investment Advisors, LLC63,115
0.0% of portfolio›$2.2M
Grace & White Inc48,400
0.3% of portfolio›$1.7M
Creative Planning46,339
0.0% of portfolio›$1.6M
North Star Investment Management Corp.46,000
0.1% of portfolio›$1.6M
Citigroup Inc41,063
0.0% of portfolio›$1.4M
Illinois Municipal Retirement Fund40,811
0.0% of portfolio›$1.4M
Allspring Global Investments Holdings, LLC40,717
0.0% of portfolio›$1.4M
State of New Jersey Common Pension Fund D38,334
0.0% of portfolio›$1.3M
Naples Global Advisors, LLC36,425
0.1% of portfolio›$1.3M
Louisiana State Employees Retirement System35,700
0.0% of portfolio›$1.3M
Summit Global Investments32,738
0.3% of portfolio›$1.1M
Convergence Investment Partners, LLC31,370
0.1% of portfolio›$1.1M
Kestra Investment Management, LLC29,380
0.0% of portfolio›$1.0M
Richards, Merrill & Peterson, Inc.27,832
0.3% of portfolio›$976.6K
MacKenzie Financial Corp27,086
0.0% of portfolio›$950.4K
Truist Financial Corp23,648
0.0% of portfolio›$829.8K
Burney Co/23,521
0.0% of portfolio›$825.4K
Hennessy Advisors Inc23,372
0.0% of portfolio›$820.1K
Arizona State Retirement System23,279
0.0% of portfolio›$816.9K
Alps Advisors Inc22,280
0.0% of portfolio›$781.8K
Amalgamated Bank21,717
0.0% of portfolio›$762.0K
Yousif Capital Management, LLC21,265
0.0% of portfolio›$746.2K
Fifth Third Bancorp20,660
0.0% of portfolio›$725.0K
Harbor Capital Advisors, Inc.19,445
0.1% of portfolio›$682.0K
Vise Technologies, Inc.19,388
0.0% of portfolio›$680.3K
Apella Capital, LLC19,324
0.0% of portfolio›$680.8K
Assenagon Asset Management S.A.18,985
0.0% of portfolio›$666.2K
Oregon Public Employees Retirement Fund18,821
0.0% of portfolio›$660.4K
Maryland State Retirement & Pension System18,600
0.0% of portfolio›$652.7K
James Investment Research, Inc.17,842
0.1% of portfolio›$626.1K
Bailard, Inc.17,800
0.0% of portfolio›$624.6K
Strs Ohio17,700
0.0% of portfolio›$621.1K
Evergreen Capital Management LLC17,655
0.0% of portfolio›$619.5K
Intrua Financial, LLC17,551
0.1% of portfolio›$615.9K
MBM Wealth Consultants, LLC17,080
0.1% of portfolio›$599.3K
Commonwealth Equity Services, LLC16,780
0.0% of portfolio›$588.8K
Pictet Asset Management Holding SA16,778
0.0% of portfolio›$588.7K
State of Alaska, Department of Revenue16,552
0.0% of portfolio›$580.0K
Keybank National Association16,117
0.0% of portfolio›$565.5K
Park Avenue Securities LLC14,998
0.0% of portfolio›$526.0K
Sterling Capital Management LLC13,304
0.0% of portfolio›$466.8K
Oppenheimer & Co Inc12,312
0.0% of portfolio›$432.0K
Kestra Advisory Services, LLC12,286
0.0% of portfolio›$431.1K
Lido Advisors, LLC11,921
0.0% of portfolio›$418.3K
Cambridge Investment Research Advisors, Inc.11,588
0.0% of portfolio›$407.0K
Achmea Investment Management B.V.10,800
0.0% of portfolio›$379.3K
US Bancorp \de\10,397
0.0% of portfolio›$364.8K
Wealth Enhancement Advisory Services, LLC10,262
0.0% of portfolio›$364.1K
Swiss Life Asset Management Ltd10,013
0.0% of portfolio›$351.4K
Mutual of America Capital Management LLC9,557
0.0% of portfolio›$335.4K
First Pacific Financial9,362
0.0% of portfolio›$328.5K
Parcion Private Wealth LLC9,148
0.0% of portfolio›$321.0K
Daymark Wealth Partners, LLC8,979
0.0% of portfolio›$315.1K
D.A. Davidson & Co.8,866
0.0% of portfolio›$311.1K
HB Wealth Management, LLC8,783
0.0% of portfolio›$308.2K
State of Wyoming8,716
0.0% of portfolio›$305.8K
Xponance LLC8,558
0.0% of portfolio›$300.3K
Canvas Wealth Advisors, LLC8,523
0.0% of portfolio›$319.2K
Verity Asset Management, Inc.8,403
0.1% of portfolio›$294.9K
AlphaCore Capital LLC8,358
0.0% of portfolio›$293.3K
Farmers & Merchants Trust Co of Long Beach8,356
0.1% of portfolio›$293.2K
Avant Financial Advisors LLC8,099
0.2% of portfolio›$284.2K
Sowell Financial Services LLC7,950
0.0% of portfolio›$279.0K
IFM Investors Pty Ltd7,591
0.0% of portfolio›$266.4K
Abel Hall, LLC6,637
0.0% of portfolio›$232.9K
Crossmark Global Holdings, Inc.5,899
0.0% of portfolio›$207.0K
Compound Planning, Inc.5,733
0.0% of portfolio›$201.2K
SteelPeak Wealth, LLC5,716
0.0% of portfolio›$200.6K
Signaturefd, LLC5,202
0.0% of portfolio›$182.6K
Asset Management One Co., Ltd.5,121
0.0% of portfolio›$179.7K
Bayforest Capital Ltd4,724
0.2% of portfolio›$165.8K
Farther Finance Advisors, LLC4,692
0.0% of portfolio›$164.7K
Gamma Investing LLC4,670
0.0% of portfolio›$163.9K
Cdkv Holdings LLC3,498
0.1% of portfolio›$122.7K
Trust Co of Vermont3,494
0.0% of portfolio›$122.6K
Versant Capital Management, Inc3,411
0.0% of portfolio›$119.7K
IFP Advisors, Inc3,086
0.0% of portfolio›$108.3K
First Command Advisory Services, Inc.2,854
0.0% of portfolio›$100.1K
Pinnacle Wealth Planning Services, Inc.2,793
0.0% of portfolio›$98.0K
KBC Group NV2,538
0.0% of portfolio›$89.0K
Compass Financial Management LLC2,132
0.0% of portfolio›$74.8K
Caitong International Asset Management Co., Ltd1,736
0.0% of portfolio›$60.9K
Antipodes Partners Ltd1,565
0.0% of portfolio›$54.9K
Simplex Trading, LLC1,398
0.0% of portfolio›$49.1K
EverSource Wealth Advisors, LLC1,387
0.0% of portfolio›$48.7K
Costello Asset Management, Inc1,154
0.0% of portfolio›$40.5K
Hussman Strategic Advisors, Inc.1,000
0.0% of portfolio›$35.1K
Wolverine Asset Management LLC967
0.0% of portfolio›$33.9K
Bayban900
0.0% of portfolio›$36.8K
Cedar Mountain Advisors, LLC769
0.0% of portfolio›$27.0K
Financial Perspectives, Inc768
0.0% of portfolio›$26.9K
Salomon & Ludwin, LLC595
0.0% of portfolio›$20.9K
Buck Wealth Strategies, LLC588
0.0% of portfolio›$20.6K
Parkside Financial Bank & Trust549
0.0% of portfolio›$19.3K
Eastern Bank542
0.0% of portfolio›$19.0K
Essential Partners LLC540
0.0% of portfolio›$18.9K
Princeton Global Asset Management LLC512
0.0% of portfolio›$18.0K
Hilltop National Bank500
0.0% of portfolio›$17.5K
Bare Financial Services, Inc448
0.0% of portfolio›$15.7K
Fortitude Family Office, LLC433
0.0% of portfolio›$15.2K
Lodestone Wealth Management LLC396
0.0% of portfolio›$13.9K
WPG Advisers, LLC376
0.0% of portfolio›$13.2K
Latitude Advisors, LLC290
0.0% of portfolio›$10.2K
Capital Advisors, Ltd. LLC261
0.0% of portfolio›$9
Root Financial Partners, LLC231
0.0% of portfolio›$8.1K
Covestor Ltd228
0.0% of portfolio›$8.0K
Assetmark, Inc190
0.0% of portfolio›$6.7K
Bell Investment Advisors, Inc171
0.0% of portfolio›$6.0K
MassMutual Private Wealth & Trust, FSB151
0.0% of portfolio›$5.3K
SJS Investment Consulting Inc.101
0.0% of portfolio›$3.5K
Hughes Financial Services, LLC100
0.0% of portfolio›$3.7K
CGC Financial Services, LLC100
0.0% of portfolio›$3.5K
Key Capital Management, Inc99
0.0% of portfolio›$3.5K
Parallel Advisors, LLC88
0.0% of portfolio›$3.1K
Mitsubishi UFJ Asset Management Co., Ltd.88
0.0% of portfolio›$3.1K
Farmers & Merchants Investments Inc81
0.0% of portfolio›$2.8K
Ascentis Wealth Management, LLC74
0.0% of portfolio›$2.6K
GK Wealth Management LLC67
0.0% of portfolio›$2.3K
Key FInancial Inc62
0.0% of portfolio›$2.2K
SBI Securities Co., Ltd.56
0.0% of portfolio›$2.0K
Elyxium Wealth, LLC49
0.0% of portfolio›$1.7K
Ares Financial Consulting, LLC41
0.0% of portfolio›$1.4K
Rossby Financial, LCC41
0.0% of portfolio›$1.4K
Private Trust Co NA41
0.0% of portfolio›$1.4K
Horizon Financial Services, LLC36
0.0% of portfolio›$1.3K
Larson Financial Group LLC35
0.0% of portfolio›$1.2K
Pension & Wealth Management Advisors, Inc.33
0.0% of portfolio›$1.2K
JFS Wealth Advisors, LLC33
0.0% of portfolio›$1.2K
Creative Capital Management Investments LLC27
0.0% of portfolio›$947
Provenance Wealth Advisors, LLC27
0.0% of portfolio›$947
Valley National Advisers Inc24
0.0% of portfolio›$843
Marshall & Sterling Wealth Advisors Inc.20
0.0% of portfolio›$702
Davis Capital Management17
0.0% of portfolio›$597
Private Wealth Management Group, LLC15
0.0% of portfolio›$527
Inspire Investing, LLC14
0.0% of portfolio›$504
Gilpin Wealth Management, LLC13
0.0% of portfolio›$457
UMB Private Wealth Management, LLC11
0.0% of portfolio›$386
True Wealth Design, LLC11
0.0% of portfolio›$386
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$351
Blue Trust, Inc.10
0.0% of portfolio›$351
DiNuzzo Private Wealth, Inc.10
0.0% of portfolio›$351
Silver Grove Financial Group, Inc.3
0.0% of portfolio›$105
DecisionPoint Financial, LLC1
0.0% of portfolio›$36
Maryland Capital Advisors Inc.1
0.0% of portfolio›$36
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,524,298$53.5M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
919,497$32.3M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
582,301$20.4M0.0%CoreLowDes Moines, IA2026-11-02
Old Republic International Corp
493,200$17.3M1.7%YieldVery LowChicago, IL2026-10-26
Congress Asset Management Co
331,090$11.6M0.1%GrowthMediumBoston, MA2026-10-06
Sound Income Strategies, LLC
310,749$11.0M0.5%YieldMediumFt Lauderdale, FL2026-10-09
ProShare Advisors LLC
244,503$8.6M0.0%GrowthLowBethesda, MD2026-10-29
CWA Asset Management Group, LLC
190,757$6.7M0.2%CoreMediumNaples, FL2026-10-19
RWC Asset Management LLP
171,708$6.0M0.2%YieldMediumLondon, United Kingdom2026-10-22
Moody Aldrich Partners LLC
138,420$4.9M0.9%ValueHighMarblehead, MA2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
133,065$4.7M0.0%CoreLowHarrisburg, PA2026-11-03
Y-Intercept (Hong Kong) Ltd
120,964$4.2M0.1%ValueVery HighHong Kong, South Korea2026-10-16
New York State Teachers Retirement System
119,455$4.2M0.0%CoreVery LowAlbany, NY2026-10-22
Thrivent Financial for Lutherans
113,763$4.0M0.0%GARPMediumMinneapolis, MN2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
77,847$2.7M0.0%GrowthVery LowSeattle, WA2026-10-27
Exchange Traded Concepts, LLC
66,420$2.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Nisa Investment Advisors, LLC
63,115$2.2M0.0%IndexVery LowSt. Louis, MO2026-10-20
Grace & White Inc
48,400$1.7M0.3%Deep ValueVery LowNy, NY2026-10-23
Creative Planning
46,339$1.6M0.0%IndexVery LowOverland Park, KS2026-11-02
North Star Investment Management Corp.
46,000$1.6M0.1%CoreLowChicago, IL2026-10-27
Citigroup Inc
41,063$1.4M0.0%CoreMediumNew York, NY2026-11-04
Illinois Municipal Retirement Fund
40,811$1.4M0.0%CoreMediumOak Brook, IL2026-11-05
Allspring Global Investments Holdings, LLC
40,717$1.4M0.0%CoreMediumCharlotte, NC2026-11-04
State of New Jersey Common Pension Fund D
38,334$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Naples Global Advisors, LLC
36,425$1.3M0.1%CoreVery LowNaples, FL2026-11-05
Louisiana State Employees Retirement System
35,700$1.3M0.0%IndexLowBaton Rouge, LA2026-10-20
Summit Global Investments
32,738$1.1M0.3%CoreMediumBountiful, UT2026-10-28
Convergence Investment Partners, LLC
31,370$1.1M0.1%GARPHighPalm Beach Gardens, FL2026-10-28
Kestra Investment Management, LLC
29,380$1.0M0.0%ETFMediumAustin, TX2026-11-04
Richards, Merrill & Peterson, Inc.
27,832$976.6K0.3%GrowthLowSpokane, WA2026-10-19
MacKenzie Financial Corp
27,086$950.4K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Truist Financial Corp
23,648$829.8K0.0%CoreLowCharlotte, NC2026-10-30
Burney Co/
23,521$825.4K0.0%GARPMediumReston, VA2026-10-15
Hennessy Advisors Inc
23,372$820.1K0.0%Deep ValueMediumNovato, CA2026-10-28
Arizona State Retirement System
23,279$816.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Alps Advisors Inc
22,280$781.8K0.0%YieldLowDenver, CO2026-11-03
Amalgamated Bank
21,717$762.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
21,265$746.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
20,660$725.0K0.0%IndexVery LowCincinnati, OH2026-11-05
Harbor Capital Advisors, Inc.
19,445$682.0K0.1%ValueHighChicago, IL2026-10-22
Vise Technologies, Inc.
19,388$680.3K0.0%IndexLowNew York, NY2026-10-29
Apella Capital, LLC
19,324$680.8K0.0%ETFVery LowWest Hartford, CT2026-10-08
Assenagon Asset Management S.A.
18,985$666.2K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Oregon Public Employees Retirement Fund
18,821$660.4K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
18,600$652.7K0.0%IndexVery LowBaltimore, MD2026-11-05
James Investment Research, Inc.
17,842$626.1K0.1%CoreLowAlpha, OH2026-10-22
Bailard, Inc.
17,800$624.6K0.0%GrowthMediumFoster City, CA2026-10-13
Strs Ohio
17,700$621.1K0.0%CoreMediumColumbus, OH2026-10-30
Evergreen Capital Management LLC
17,655$619.5K0.0%GARPMediumBellevue, WA2026-10-23
Intrua Financial, LLC
17,551$615.9K0.1%ETFMediumHouston, TX2026-10-28
MBM Wealth Consultants, LLC
17,080$599.3K0.1%ETFVery LowChesterfield, MO2026-10-20
Commonwealth Equity Services, LLC
16,780$588.8K0.0%ETFLowWaltham, MA2026-11-02
Pictet Asset Management Holding SA
16,778$588.7K0.0%GrowthMediumCarouge, Switzerland2026-11-03
State of Alaska, Department of Revenue
16,552$580.0K0.0%CoreVery LowJuneau, AK2026-10-15
Keybank National Association
16,117$565.5K0.0%CoreLowBrooklyn, OH2026-11-04
Park Avenue Securities LLC
14,998$526.0K0.0%ETFMediumNew York, NY2026-10-26
Sterling Capital Management LLC
13,304$466.8K0.0%GARPMediumCharlotte, NC2026-10-22
Oppenheimer & Co Inc
12,312$432.0K0.0%CoreLowNew York, NY2026-10-26
Kestra Advisory Services, LLC
12,286$431.1K0.0%CoreLowAustin, TX2026-11-02
Lido Advisors, LLC
11,921$418.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
11,588$407.0K0.0%ETFLowFairfield, IA2026-11-02
Achmea Investment Management B.V.
10,800$379.3K0.0%CoreMediumZeist, Philippines2026-10-30
US Bancorp \de\
10,397$364.8K0.0%IndexLowMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
10,262$364.1K0.0%CoreLowPlymouth, MN2026-10-13
Swiss Life Asset Management Ltd
10,013$351.4K0.0%CoreLowZurich, Switzerland2026-11-03
Mutual of America Capital Management LLC
9,557$335.4K0.0%IndexLowNew York, NY2026-10-23
First Pacific Financial
9,362$328.5K0.0%ETFLowVancouver, WA2026-10-14
Parcion Private Wealth LLC
9,148$321.0K0.0%CoreMediumBellevue, WA2026-10-28
Daymark Wealth Partners, LLC
8,979$315.1K0.0%CoreLowCincinnati, OH2026-11-04
D.A. Davidson & Co.
8,866$311.1K0.0%CoreLowGreat Falls, MT2026-10-28
HB Wealth Management, LLC
8,783$308.2K0.0%IndexVery LowAtlanta, GA2026-10-23
State of Wyoming
8,716$305.8K0.0%ValueHighCheyenne, WY2026-10-28
Xponance LLC
8,558$300.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Canvas Wealth Advisors, LLC
8,523$319.2K0.0%GrowthLowShawnee, KS2026-11-02
Verity Asset Management, Inc.
8,403$294.9K0.1%CoreMediumDurham, NC2026-10-30
AlphaCore Capital LLC
8,358$293.3K0.0%ETFLowLa Jolla, CA2026-11-04
Farmers & Merchants Trust Co of Long Beach
8,356$293.2K0.1%CoreVery LowLong Beach, CA2026-10-22
Avant Financial Advisors LLC
8,099$284.2K0.2%ETFVery LowAustin, TX2026-11-02
Sowell Financial Services LLC
7,950$279.0K0.0%CoreLowNorth Little Rock, AR2026-10-23
IFM Investors Pty Ltd
7,591$266.4K0.0%IndexVery LowMelbourne, China2026-10-14
Abel Hall, LLC
6,637$232.9K0.0%CoreMediumBaton Rouge, LA2026-10-19
Crossmark Global Holdings, Inc.
5,899$207.0K0.0%GARPMediumHouston, TX2026-10-21
Compound Planning, Inc.
5,733$201.2K0.0%CoreLowNew York, NY2026-11-05
SteelPeak Wealth, LLC
5,716$200.6K0.0%GrowthHighWoodland Hills, CA2026-10-16
Signaturefd, LLC
5,202$182.6K0.0%IndexLowAtlanta, GA2026-10-23
Asset Management One Co., Ltd.
5,121$179.7K0.0%IndexVery LowTokyo, Mexico2026-10-27
Bayforest Capital Ltd
4,724$165.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Farther Finance Advisors, LLC
4,692$164.7K0.0%IndexLowSan Francisco, CA2026-10-08
Gamma Investing LLC
4,670$163.9K0.0%IndexVery LowFoster City, CA2026-10-08
Cdkv Holdings LLC
3,498$122.7K0.1%ETFMediumDenver, CO2026-10-28
Trust Co of Vermont
3,494$122.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Versant Capital Management, Inc
3,411$119.7K0.0%GARPLowPhoenix, AZ2026-10-02
IFP Advisors, Inc
3,086$108.3K0.0%GrowthLowTampa, FL2026-10-16
First Command Advisory Services, Inc.
2,854$100.1K0.0%IndexLowFort Worth, TX2026-11-05
Pinnacle Wealth Planning Services, Inc.
2,793$98.0K0.0%GARPLowMansfield, OH2026-10-27
KBC Group NV
2,538$89.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Compass Financial Management LLC
2,132$74.8K0.0%CoreN/ATampa, FL2026-10-30
Caitong International Asset Management Co., Ltd
1,736$60.9K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Antipodes Partners Ltd
1,565$54.9K0.0%ValueHighRoyal Exchange, China2026-11-05
Simplex Trading, LLC
1,398$49.1K0.0%CoreVery HighChicago, IL2026-11-04
EverSource Wealth Advisors, LLC
1,387$48.7K0.0%CoreMediumBirmingham, AL2026-11-04
Costello Asset Management, Inc
1,154$40.5K0.0%CoreLowFeasterville, PA2026-10-30
Hussman Strategic Advisors, Inc.
1,000$35.1K0.0%YieldVery HighEllicott City, MD2026-11-02
Wolverine Asset Management LLC
967$33.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Bayban
900$36.8K0.0%ValueLowBayport, MN2026-11-05
Cedar Mountain Advisors, LLC
769$27.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Financial Perspectives, Inc
768$26.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Salomon & Ludwin, LLC
595$20.9K0.0%ETFVery LowRichmond, VA2026-10-29
Buck Wealth Strategies, LLC
588$20.6K0.0%ValueMediumDenver, CO2026-10-28
Parkside Financial Bank & Trust
549$19.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Eastern Bank
542$19.0K0.0%GrowthMediumBoston, MA2026-10-05
Essential Partners LLC
540$18.9K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Princeton Global Asset Management LLC
512$18.0K0.0%GrowthLowPrinceton, NJ2026-10-21
Hilltop National Bank
500$17.5K0.0%CoreLowCasper, WY2026-10-14
Bare Financial Services, Inc
448$15.7K0.0%ETFVery LowGap, PA2026-11-04
Fortitude Family Office, LLC
433$15.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Lodestone Wealth Management LLC
396$13.9K0.0%CoreLowSpokane, WA2026-10-14
WPG Advisers, LLC
376$13.2K0.0%CoreLowBaltimore, MD2026-10-27
Latitude Advisors, LLC
290$10.2K0.0%ETFLowYorkville, IL2026-10-27
Capital Advisors, Ltd. LLC
261$90.0%ETFLowShaker Heights, OH2026-10-27
Root Financial Partners, LLC
231$8.1K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
228$8.0K0.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
190$6.7K0.0%ETFLowConcord, CA2026-10-21
Bell Investment Advisors, Inc
171$6.0K0.0%ETFVery LowOrinda, CA2026-10-29
MassMutual Private Wealth & Trust, FSB
151$5.3K0.0%CoreLowSpringfield, MA2026-10-05
SJS Investment Consulting Inc.
101$3.5K0.0%ETFVery LowSylvania, OH2026-10-26
Hughes Financial Services, LLC
100$3.7K0.0%ETFLowHerndon, VA2026-10-30
CGC Financial Services, LLC
100$3.5K0.0%ETFLowLake Oswego, OR2026-10-13
Key Capital Management, Inc
99$3.5K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Parallel Advisors, LLC
88$3.1K0.0%IndexLowSan Francisco, CA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
88$3.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Farmers & Merchants Investments Inc
81$2.8K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
74$2.6K0.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
67$2.3K0.0%GARPVery HighReno, NV2026-10-09
Key FInancial Inc
62$2.2K0.0%ETFLowWest Chester, PA2026-11-02
SBI Securities Co., Ltd.
56$2.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Elyxium Wealth, LLC
49$1.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Ares Financial Consulting, LLC
41$1.4K0.0%CoreLowCalabasas, CA2026-10-19
Rossby Financial, LCC
41$1.4K0.0%ETFMediumMelbourne, FL2026-11-05
Private Trust Co NA
41$1.4K0.0%CoreLowCleveland, OH2026-10-20
Horizon Financial Services, LLC
36$1.3K0.0%ETFLowWinston Salem, NC2026-11-04
Larson Financial Group LLC
35$1.2K0.0%GrowthLowSt Louis, MO2026-11-05
Pension & Wealth Management Advisors, Inc.
33$1.2K0.0%ETFLowWaltham, MA2026-10-16
JFS Wealth Advisors, LLC
33$1.2K0.0%ETFVery LowHermitage, PA2026-11-03
Creative Capital Management Investments LLC
27$9470.0%ETFLowSan Diego, CA2026-10-28
Provenance Wealth Advisors, LLC
27$9470.0%ETFLowFort Lauderdale, FL2026-10-30
Valley National Advisers Inc
24$8430.0%ETFLowBethlehem, PA2026-10-23
Marshall & Sterling Wealth Advisors Inc.
20$7020.0%ETFMediumPoughkeepsie, NY2026-10-28
Davis Capital Management
17$5970.0%CoreLowJacksonville, FL2026-10-08
Private Wealth Management Group, LLC
15$5270.0%ETFLowPrinceton, NJ2026-10-19
Inspire Investing, LLC
14$5040.0%GARPHighMeridian, ID2026-10-22
Gilpin Wealth Management, LLC
13$4570.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
11$3860.0%GrowthN/AKansas City, MO2026-10-19
True Wealth Design, LLC
11$3860.0%ETFMediumAkron, OH2026-10-13
Bay Harbor Wealth Management, LLC
10$3510.0%ETFMediumHunt Valley, MD2026-11-03
Blue Trust, Inc.
10$3510.0%ETFLowBrentwood, TN2026-10-15
DiNuzzo Private Wealth, Inc.
10$3510.0%ETFLowBeaver, PA2026-10-16
Silver Grove Financial Group, Inc.
3$1050.0%CoreMediumOrchard Park, NY2026-11-05
DecisionPoint Financial, LLC
1$360.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$360.0%ETFVery LowChester, MD2026-10-15