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Compass Inc (COMP)

CUSIP: 20464U100 | NYSE | Real Estate · Real Estate Services | Mid Cap | 864 institutional holders

Quarters

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

Bank of New York Mellon Corp2,972,221
0.0% of portfolio›$26.4M
Citigroup Inc2,507,972
0.0% of portfolio›$22.3M
Penn Capital Management Company, LLC1,855,816
1.2% of portfolio›$16.5M
CenterBook Partners LP547,425
0.2% of portfolio›$4.9M
Creative Planning517,269
0.0% of portfolio›$4.6M
Simon Quick Advisors, LLC497,758
0.2% of portfolio›$4.4M
Dimensional Fund Advisors LP467,715
0.0% of portfolio›$4.2M
Vanderbilt University427,500
0.5% of portfolio›$3.8M
Investment House LLC313,330
0.1% of portfolio›$2.8M
Wolverine Asset Management LLC306,204
0.0% of portfolio›$2.7M
KBC Group NV295,276
0.0% of portfolio›$2.6M
State of New Jersey Common Pension Fund D227,083
0.0% of portfolio›$2.0M
Revolve Wealth Partners, LLC211,748
0.2% of portfolio›$1.9M
Strs Ohio197,800
0.0% of portfolio›$1.8M
Arizona State Retirement System194,564
0.0% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC147,579
0.0% of portfolio›$1.3M
Imc-Chicago, LLC119,789
0.0% of portfolio›$1.1M
Rakuten Investment Management, Inc.111,857
0.0% of portfolio›$3.3M
OP Asset Management Ltd110,810
0.0% of portfolio›$984.0K
Pictet Asset Management Holding SA108,900
0.0% of portfolio›$967.0K
ProShare Advisors LLC91,667
0.0% of portfolio›$814.0K
Brighton Jones LLC82,736
0.0% of portfolio›$734.7K
Principal Financial Group Inc77,244
0.0% of portfolio›$685.9K
Moody National Bank Trust Division71,648
0.1% of portfolio›$636.2K
Klingman & Associates, LLC70,392
0.0% of portfolio›$625.1K
Xponance LLC69,106
0.0% of portfolio›$613.7K
Simplex Trading, LLC65,925
0.0% of portfolio›$585.4K
Birch Hill Investment Advisors LLC63,600
0.0% of portfolio›$564.8K
Joel Isaacson & Co., LLC61,740
0.0% of portfolio›$548.3K
Vise Technologies, Inc.61,487
0.0% of portfolio›$546.0K
Counterpoint Mutual Funds LLC57,778
0.0% of portfolio›$513.1K
Highland Capital Management, LLC55,039
0.0% of portfolio›$488.7K
New York State Teachers Retirement System51,408
0.0% of portfolio›$457.0K
Oppenheimer & Co Inc48,991
0.0% of portfolio›$435.0K
Horizon Wealth Management, LLC47,526
0.1% of portfolio›$422.0K
Swiss Life Asset Management Ltd47,015
0.0% of portfolio›$417.5K
WealthCare Investment Partners, LLC46,413
0.1% of portfolio›$412.1K
Clear Harbor Asset Management, LLC44,187
0.0% of portfolio›$392.4K
Eos Management, L.P.43,080
0.2% of portfolio›$382.6K
True North Advisors, LLC38,460
0.0% of portfolio›$341.5K
Pinnacle Associates LTD38,384
0.0% of portfolio›$340.9K
Ethic Inc.38,108
0.0% of portfolio›$338.4K
Americana Partners, LLC36,515
0.0% of portfolio›$324.3K
State of Alaska, Department of Revenue34,211
0.0% of portfolio›$303.0K
Abel Hall, LLC30,549
0.0% of portfolio›$271.3K
Sagespring Wealth Partners, LLC29,798
0.0% of portfolio›$264.6K
Truist Financial Corp27,570
0.0% of portfolio›$244.8K
Nisa Investment Advisors, LLC27,462
0.0% of portfolio›$243.9K
1620 Investment Advisors, Inc.23,973
0.1% of portfolio›$212.9K
CIBC Asset Management Inc22,955
0.0% of portfolio›$203.8K
Sterling Capital Management LLC22,636
0.0% of portfolio›$201.0K
Verum Partners LLC22,448
0.0% of portfolio›$199.3K
Wedmont Private Capital20,690
0.0% of portfolio›$197.0K
Praxis Investment Management Inc20,119
0.0% of portfolio›$179.0K
Amalgamated Bank19,514
0.0% of portfolio›$173.0K
Riverbend Wealth Management, LLC18,301
0.1% of portfolio›$162.5K
Angeles Wealth Management, LLC17,581
0.0% of portfolio›$156.1K
Sovran Advisors, LLC17,303
0.0% of portfolio›$162.5K
Weaver Consulting Group17,172
0.0% of portfolio›$152.5K
Citizens Financial Group Inc16,098
0.0% of portfolio›$143.0K
Cache Advisors, LLC15,937
0.0% of portfolio›$141.5K
Crown Wealth Group, LLC15,800
0.0% of portfolio›$140.3K
Berman McAleer LLC14,777
0.0% of portfolio›$131.2K
Oppenheimer Asset Management Inc.14,602
0.0% of portfolio›$129.7K
Profund Advisors LLC14,375
0.0% of portfolio›$127.7K
Arlington Trust Co LLC13,992
0.0% of portfolio›$124.2K
Bailard, Inc.13,300
0.0% of portfolio›$118.1K
Norden Group LLC13,267
0.0% of portfolio›$117.8K
Brucke Financial, Inc.12,893
0.0% of portfolio›$114.5K
Abound Wealth Management12,768
0.0% of portfolio›$113.4K
Atria Investments, Inc12,517
0.0% of portfolio›$111.2K
Cambridge Investment Research Advisors, Inc.11,933
0.0% of portfolio›$106.0K
Commonwealth Equity Services, LLC11,231
0.0% of portfolio›$99.7K
New England Research & Management, Inc.10,797
0.0% of portfolio›$95.9K
Commonwealth Financial Services, LLC10,569
0.0% of portfolio›$93.9K
NorthCrest Asset Manangement, LLC10,483
0.0% of portfolio›$99.8K
DekaBank Deutsche Girozentrale10,000
0.0% of portfolio›$90
Evanson Financial, LLC10,000
0.0% of portfolio›$88.8K
EverSource Wealth Advisors, LLC9,803
0.0% of portfolio›$87.1K
State of Wyoming7,445
0.0% of portfolio›$66.1K
Fifth Third Bancorp6,290
0.0% of portfolio›$55.9K
Gamma Investing LLC5,400
0.0% of portfolio›$48.0K
Parallel Advisors, LLC4,957
0.0% of portfolio›$44.0K
MB, Levis & Associates, LLC4,300
0.0% of portfolio›$38.2K
Reyes Financial Architecture, Inc.3,896
0.0% of portfolio›$34.6K
Versant Capital Management, Inc3,760
0.0% of portfolio›$33.4K
Assetmark, Inc2,788
0.0% of portfolio›$24.8K
Farther Finance Advisors, LLC2,524
0.0% of portfolio›$22.4K
IFP Advisors, Inc2,517
0.0% of portfolio›$22.4K
US Bancorp \de\2,498
0.0% of portfolio›$22.2K
Bokf, NA2,295
0.0% of portfolio›$20.4K
Whipplewood Advisors, LLC2,280
0.0% of portfolio›$20.2K
Caitong International Asset Management Co., Ltd2,043
0.0% of portfolio›$18.1K
SBI Securities Co., Ltd.1,965
0.0% of portfolio›$17.4K
Mowery & Schoenfeld Wealth Management, LLC1,868
0.0% of portfolio›$16.6K
Larson Financial Group LLC1,828
0.0% of portfolio›$16.2K
Signaturefd, LLC1,637
0.0% of portfolio›$14.5K
True Wealth Design, LLC1,389
0.0% of portfolio›$12.3K
City State Bank1,350
0.0% of portfolio›$12.0K
Valley National Advisers Inc1,200
0.0% of portfolio›$10.7K
Private Wealth Management Group, LLC1,162
0.0% of portfolio›$10.3K
Redwood Park Advisors LLC1,153
0.0% of portfolio›$10.2K
FNY Investment Advisers, LLC1,100
0.0% of portfolio›$9
Fortitude Family Office, LLC1,073
0.0% of portfolio›$9.5K
Essential Partners LLC1,012
0.0% of portfolio›$9.0K
Investors Research Corp1,005
0.0% of portfolio›$8.9K
Parkside Financial Bank & Trust839
0.0% of portfolio›$7.5K
Covestor Ltd780
0.0% of portfolio›$7
Provenance Wealth Advisors, LLC716
0.0% of portfolio›$6.4K
Financial Network Wealth Advisors LLC673
0.0% of portfolio›$6.0K
J.Safra Asset Management Corp586
0.0% of portfolio›$5.2K
Root Financial Partners, LLC543
0.0% of portfolio›$4.8K
Legacy Bridge, LLC515
0.0% of portfolio›$4.6K
Hughes Financial Services, LLC425
0.0% of portfolio›$4.0K
MV Capital Management, Inc.406
0.0% of portfolio›$3.6K
Pinnacle Wealth Planning Services, Inc.381
0.0% of portfolio›$3.4K
Ashurst Perkins Coie Trust Co300
0.0% of portfolio›$2.7K
SJS Investment Consulting Inc.242
0.0% of portfolio›$2.1K
Physician Wealth Advisors, Inc.224
0.0% of portfolio›$2.0K
Avion Wealth219
0.0% of portfolio›$1
TFC Financial Management, Inc.200
0.0% of portfolio›$1.8K
MassMutual Private Wealth & Trust, FSB196
0.0% of portfolio›$1.7K
Silver Grove Financial Group, Inc.185
0.0% of portfolio›$1.6K
JFS Wealth Advisors, LLC122
0.0% of portfolio›$1.1K
Clark Wealth Partners91
0.0% of portfolio›$809
Strengthening Families & Communities, LLC78
0.0% of portfolio›$693
Bare Financial Services, Inc78
0.0% of portfolio›$693
North Star Investment Management Corp.76
0.0% of portfolio›$675
TD Private Client Wealth LLC75
0.0% of portfolio›$666
Ascentis Wealth Management, LLC75
0.0% of portfolio›$666
Jacobi Capital Management LLC69
0.0% of portfolio›$613
Creative Capital Management Investments LLC40
0.0% of portfolio›$355
Rossby Financial, LCC35
0.0% of portfolio›$311
DiNuzzo Private Wealth, Inc.34
0.0% of portfolio›$302
GHP Investment Advisors, Inc.8
0.0% of portfolio›$72
WPG Advisers, LLC7
0.0% of portfolio›$62
Bay Harbor Wealth Management, LLC7
0.0% of portfolio›$62
James T. Borello RIA6
0.0% of portfolio›$53
DecisionPoint Financial, LLC5
0.0% of portfolio›$46
Central Trust Co0
0.0% of portfolio›$3
StyleTurnoverLocationFiled
Bank of New York Mellon Corp
2,972,221$26.4M0.0%CoreLowNew York, NY2026-11-05
Citigroup Inc
2,507,972$22.3M0.0%CoreMediumNew York, NY2026-11-04
Penn Capital Management Company, LLC
1,855,816$16.5M1.2%ValueHighPhiladelphia, PA2026-11-04
CenterBook Partners LP
547,425$4.9M0.2%ValueVery HighGreenwich, CT2026-11-02
Creative Planning
517,269$4.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Simon Quick Advisors, LLC
497,758$4.4M0.2%ETFLowMorristown, NJ2026-10-26
Dimensional Fund Advisors LP
467,715$4.2M0.0%IndexLowAustin, TX2026-11-04
Vanderbilt University
427,500$3.8M0.5%ETFMediumNashville, TN2026-11-02
Investment House LLC
313,330$2.8M0.1%CoreMediumRedondo Beach, CA2026-10-21
Wolverine Asset Management LLC
306,204$2.7M0.0%Deep ValueVery HighChicago, IL2026-11-02
KBC Group NV
295,276$2.6M0.0%CoreMediumBrussels, Czech Republic2026-10-22
State of New Jersey Common Pension Fund D
227,083$2.0M0.0%CoreLowTrenton, NJ2026-11-05
Revolve Wealth Partners, LLC
211,748$1.9M0.2%ETFVery LowHackensack, NJ2026-10-23
Strs Ohio
197,800$1.8M0.0%CoreMediumColumbus, OH2026-10-30
Arizona State Retirement System
194,564$1.7M0.0%IndexVery LowPhoenix, AZ2026-11-03
Wealth Enhancement Advisory Services, LLC
147,579$1.3M0.0%CoreLowPlymouth, MN2026-10-13
Imc-Chicago, LLC
119,789$1.1M0.0%GARPVery HighChicago, IL2026-11-05
Rakuten Investment Management, Inc.
111,857$3.3M0.0%ETFMediumTokyo, Mexico2026-10-30
OP Asset Management Ltd
110,810$984.0K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Pictet Asset Management Holding SA
108,900$967.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
91,667$814.0K0.0%GrowthLowBethesda, MD2026-10-29
Brighton Jones LLC
82,736$734.7K0.0%CoreVery LowSeattle, WA2026-11-03
Principal Financial Group Inc
77,244$685.9K0.0%CoreLowDes Moines, IA2026-11-02
Moody National Bank Trust Division
71,648$636.2K0.1%CoreMediumGalveston, TX2026-10-06
Klingman & Associates, LLC
70,392$625.1K0.0%ETFVery LowNew York, NY2026-10-20
Xponance LLC
69,106$613.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Simplex Trading, LLC
65,925$585.4K0.0%CoreVery HighChicago, IL2026-11-04
Birch Hill Investment Advisors LLC
63,600$564.8K0.0%CoreVery LowBoston, MA2026-10-16
Joel Isaacson & Co., LLC
61,740$548.3K0.0%ETFVery LowNew York, NY2026-11-05
Vise Technologies, Inc.
61,487$546.0K0.0%IndexLowNew York, NY2026-10-29
Counterpoint Mutual Funds LLC
57,778$513.1K0.0%Deep ValueVery HighSan Diego, CA2026-10-16
Highland Capital Management, LLC
55,039$488.7K0.0%GrowthMediumMemphis, TN2026-10-26
New York State Teachers Retirement System
51,408$457.0K0.0%CoreVery LowAlbany, NY2026-10-22
Oppenheimer & Co Inc
48,991$435.0K0.0%CoreLowNew York, NY2026-10-26
Horizon Wealth Management, LLC
47,526$422.0K0.1%ETFVery HighLa Grange, IL2026-11-02
Swiss Life Asset Management Ltd
47,015$417.5K0.0%CoreLowZurich, Switzerland2026-11-03
WealthCare Investment Partners, LLC
46,413$412.1K0.1%ETFLowPortsmouth, RI2026-11-05
Clear Harbor Asset Management, LLC
44,187$392.4K0.0%CoreLowStamford, CT2026-11-05
Eos Management, L.P.
43,080$382.6K0.2%MomentumLowNew York, NY2026-10-27
True North Advisors, LLC
38,460$341.5K0.0%CoreMediumDallas, TX2026-10-22
Pinnacle Associates LTD
38,384$340.9K0.0%CoreLowNew York, NY2026-10-20
Ethic Inc.
38,108$338.4K0.0%CoreLowNew York, NY2026-11-03
Americana Partners, LLC
36,515$324.3K0.0%CoreMediumHouston, TX2026-10-28
State of Alaska, Department of Revenue
34,211$303.0K0.0%CoreVery LowJuneau, AK2026-10-15
Abel Hall, LLC
30,549$271.3K0.0%CoreMediumBaton Rouge, LA2026-10-19
Sagespring Wealth Partners, LLC
29,798$264.6K0.0%ETFLowFranklin, TN2026-10-22
Truist Financial Corp
27,570$244.8K0.0%CoreLowCharlotte, NC2026-10-30
Nisa Investment Advisors, LLC
27,462$243.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
1620 Investment Advisors, Inc.
23,973$212.9K0.1%ValueLowPlymouth, MA2026-11-04
CIBC Asset Management Inc
22,955$203.8K0.0%GARPLowToronto, South Africa2026-11-05
Sterling Capital Management LLC
22,636$201.0K0.0%GARPMediumCharlotte, NC2026-10-22
Verum Partners LLC
22,448$199.3K0.0%ETFLowCharlotte, NC2026-10-21
Wedmont Private Capital
20,690$197.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Praxis Investment Management Inc
20,119$179.0K0.0%CoreLowGoshen, IN2026-11-03
Amalgamated Bank
19,514$173.0K0.0%CoreVery LowNew York, NY2026-10-23
Riverbend Wealth Management, LLC
18,301$162.5K0.1%GrowthLowMyrtle Beach, SC2026-10-15
Angeles Wealth Management, LLC
17,581$156.1K0.0%ETFLowSanta Monica, CA2026-10-26
Sovran Advisors, LLC
17,303$162.5K0.0%ETFMediumSan Diego, CA2026-11-02
Weaver Consulting Group
17,172$152.5K0.0%ETFLowHuntington Beach, CA2026-10-07
Citizens Financial Group Inc
16,098$143.0K0.0%GrowthLowProvidence, RI2026-10-23
Cache Advisors, LLC
15,937$141.5K0.0%Agg GrowthLowSan Francisco, CA2026-10-16
Crown Wealth Group, LLC
15,800$140.3K0.0%ETFMediumCharlotte, NC2026-10-19
Berman McAleer LLC
14,777$131.2K0.0%ETFVery LowTimonium, MD2026-10-16
Oppenheimer Asset Management Inc.
14,602$129.7K0.0%CoreMediumNew York, NY2026-10-27
Profund Advisors LLC
14,375$127.7K0.0%GrowthLowBethesda, MD2026-10-29
Arlington Trust Co LLC
13,992$124.2K0.0%ETFMediumBirmingham, AL2026-10-20
Bailard, Inc.
13,300$118.1K0.0%GrowthMediumFoster City, CA2026-10-13
Norden Group LLC
13,267$117.8K0.0%GrowthMediumProvo, UT2026-10-20
Brucke Financial, Inc.
12,893$114.5K0.0%GrowthMediumIndianapolis, IN2026-10-23
Abound Wealth Management
12,768$113.4K0.0%ETFVery LowFranklin, TN2026-10-26
Atria Investments, Inc
12,517$111.2K0.0%CoreMediumCharlotte, NC2026-10-15
Cambridge Investment Research Advisors, Inc.
11,933$106.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
11,231$99.7K0.0%ETFLowWaltham, MA2026-11-02
New England Research & Management, Inc.
10,797$95.9K0.0%CoreHighChicago, IL2026-10-16
Commonwealth Financial Services, LLC
10,569$93.9K0.0%ETFMediumVienna, WV2026-10-20
NorthCrest Asset Manangement, LLC
10,483$99.8K0.0%GrowthLowPlymouth, MN2026-10-13
DekaBank Deutsche Girozentrale
10,000$900.0%CoreLowFrankfurt, Hong Kong2026-10-27
Evanson Financial, LLC
10,000$88.8K0.0%ETFN/AMclean, VA2026-10-23
EverSource Wealth Advisors, LLC
9,803$87.1K0.0%CoreMediumBirmingham, AL2026-11-04
State of Wyoming
7,445$66.1K0.0%ValueHighCheyenne, WY2026-10-28
Fifth Third Bancorp
6,290$55.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Gamma Investing LLC
5,400$48.0K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
4,957$44.0K0.0%IndexLowSan Francisco, CA2026-11-03
MB, Levis & Associates, LLC
4,300$38.2K0.0%ETFVery LowCenter Valley, PA2026-10-16
Reyes Financial Architecture, Inc.
3,896$34.6K0.0%ETFVery HighSan Diego, CA2026-10-22
Versant Capital Management, Inc
3,760$33.4K0.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
2,788$24.8K0.0%ETFLowConcord, CA2026-10-21
Farther Finance Advisors, LLC
2,524$22.4K0.0%IndexLowSan Francisco, CA2026-10-08
IFP Advisors, Inc
2,517$22.4K0.0%GrowthLowTampa, FL2026-10-16
US Bancorp \de\
2,498$22.2K0.0%IndexLowMinneapolis, MN2026-11-05
Bokf, NA
2,295$20.4K0.0%CoreLowTulsa, OK2026-10-27
Whipplewood Advisors, LLC
2,280$20.2K0.0%ETFLowLittleton, CO2026-10-20
Caitong International Asset Management Co., Ltd
2,043$18.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
1,965$17.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Mowery & Schoenfeld Wealth Management, LLC
1,868$16.6K0.0%GrowthMediumLincolnshire, IL2026-10-28
Larson Financial Group LLC
1,828$16.2K0.0%GrowthLowSt Louis, MO2026-11-05
Signaturefd, LLC
1,637$14.5K0.0%IndexLowAtlanta, GA2026-10-23
True Wealth Design, LLC
1,389$12.3K0.0%ETFMediumAkron, OH2026-10-13
City State Bank
1,350$12.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
Valley National Advisers Inc
1,200$10.7K0.0%ETFLowBethlehem, PA2026-10-23
Private Wealth Management Group, LLC
1,162$10.3K0.0%ETFLowPrinceton, NJ2026-10-19
Redwood Park Advisors LLC
1,153$10.2K0.0%ETFVery LowRedwood City, CA2026-11-02
FNY Investment Advisers, LLC
1,100$90.0%GrowthVery HighNew York, NY2026-10-16
Fortitude Family Office, LLC
1,073$9.5K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
1,012$9.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Investors Research Corp
1,005$8.9K0.0%ETFLowAtlanta, GA2026-10-07
Parkside Financial Bank & Trust
839$7.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
780$70.0%ValueHighLondon, United Kingdom2026-10-30
Provenance Wealth Advisors, LLC
716$6.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Financial Network Wealth Advisors LLC
673$6.0K0.0%ETFLowMurray, UT2026-10-28
J.Safra Asset Management Corp
586$5.2K0.0%ETFLowNew York, NY2026-11-03
Root Financial Partners, LLC
543$4.8K0.0%ETFMediumEncinitas, CA2026-10-21
Legacy Bridge, LLC
515$4.6K0.0%GrowthVery LowWest Des Moines, IA2026-10-28
Hughes Financial Services, LLC
425$4.0K0.0%ETFLowHerndon, VA2026-10-30
MV Capital Management, Inc.
406$3.6K0.0%ETFLowBethesda, MD2026-10-29
Pinnacle Wealth Planning Services, Inc.
381$3.4K0.0%GARPLowMansfield, OH2026-10-27
Ashurst Perkins Coie Trust Co
300$2.7K0.0%CoreVery LowSeattle, WA2026-10-15
SJS Investment Consulting Inc.
242$2.1K0.0%ETFVery LowSylvania, OH2026-10-26
Physician Wealth Advisors, Inc.
224$2.0K0.0%ETFMediumMidvale, UT2026-10-20
Avion Wealth
219$10.0%ETFLowThe Woodlands, TX2026-11-04
TFC Financial Management, Inc.
200$1.8K0.0%ETFVery LowBoston, MA2026-10-26
MassMutual Private Wealth & Trust, FSB
196$1.7K0.0%CoreLowSpringfield, MA2026-10-05
Silver Grove Financial Group, Inc.
185$1.6K0.0%CoreMediumOrchard Park, NY2026-11-05
JFS Wealth Advisors, LLC
122$1.1K0.0%ETFVery LowHermitage, PA2026-11-03
Clark Wealth Partners
91$8090.0%ETFVery LowO'Fallon, IL2026-10-19
Strengthening Families & Communities, LLC
78$6930.0%CoreMediumBoston, MA2026-10-21
Bare Financial Services, Inc
78$6930.0%ETFVery LowGap, PA2026-11-04
North Star Investment Management Corp.
76$6750.0%CoreLowChicago, IL2026-10-27
TD Private Client Wealth LLC
75$6660.0%ETFLowNew York, NY2026-10-28
Ascentis Wealth Management, LLC
75$6660.0%Agg GrowthLowDallas, TX2026-11-03
Jacobi Capital Management LLC
69$6130.0%CoreLowPittston, PA2026-11-05
Creative Capital Management Investments LLC
40$3550.0%ETFLowSan Diego, CA2026-10-28
Rossby Financial, LCC
35$3110.0%ETFMediumMelbourne, FL2026-11-05
DiNuzzo Private Wealth, Inc.
34$3020.0%ETFLowBeaver, PA2026-10-16
GHP Investment Advisors, Inc.
8$720.0%CoreVery LowDenver, CO2026-10-15
WPG Advisers, LLC
7$620.0%CoreLowBaltimore, MD2026-10-27
Bay Harbor Wealth Management, LLC
7$620.0%ETFMediumHunt Valley, MD2026-11-03
James T. Borello RIA
6$530.0%ETFVery LowEast Dundee, IL2026-10-16
DecisionPoint Financial, LLC
5$460.0%ETFVery LowMesa, AZ2026-10-27
Central Trust Co
0$30.0%CoreLowJefferson City, MO2026-11-05