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Erie Indemnity Company (ERIE)

CUSIP: 29530P102 | NYSE | Financial Services · Insurance Brokers | Large Cap | 1044 institutional holders

Quarters

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

ProShare Advisors LLC785,786
0.2% of portfolio›$172.2M
Dimensional Fund Advisors LP331,967
0.0% of portfolio›$72.8M
Vest Financial, LLC232,397
0.5% of portfolio›$50.9M
Citigroup Inc199,253
0.0% of portfolio›$43.7M
CWA Asset Management Group, LLC164,630
1.1% of portfolio›$36.1M
Truist Financial Corp86,023
0.0% of portfolio›$18.9M
Columbia Asset Management72,619
2.8% of portfolio›$15.9M
Fideuram Asset Management (Ireland) dac58,039
0.3% of portfolio›$14.2M
Mitsubishi UFJ Asset Management Co., Ltd.56,656
0.0% of portfolio›$12.4M
Mirae Asset Global Investments Co., Ltd.40,365
0.0% of portfolio›$8.8M
Alps Advisors Inc31,577
0.0% of portfolio›$6.9M
Principal Financial Group Inc26,139
0.0% of portfolio›$5.7M
Yousif Capital Management, LLC24,378
0.1% of portfolio›$5.3M
Sumitomo Mitsui Trust Group, Inc.22,294
0.0% of portfolio›$4.9M
Wedgewood Investors Inc11,738
2.6% of portfolio›$2.6M
Creative Planning10,704
0.0% of portfolio›$2.3M
AGF Management LTD10,164
0.0% of portfolio›$2.2M
State of New Jersey Common Pension Fund D8,724
0.0% of portfolio›$1.9M
Swiss Life Asset Management Ltd8,533
0.0% of portfolio›$1.9M
New York State Teachers Retirement System8,093
0.0% of portfolio›$1.8M
Czech National Bank7,432
0.0% of portfolio›$1.6M
Arizona State Retirement System7,158
0.0% of portfolio›$1.6M
Achmea Investment Management B.V.7,151
0.0% of portfolio›$1.6M
Legacy Financial Strategies, LLC6,958
0.2% of portfolio›$1.5M
State of Michigan Retirement System6,500
0.0% of portfolio›$1.4M
CIBC Asset Management Inc6,316
0.0% of portfolio›$1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS5,715
0.0% of portfolio›$1.3M
Retirement Systems of Alabama5,424
0.0% of portfolio›$1.2M
Kestra Advisory Services, LLC4,971
0.0% of portfolio›$1.1M
Oppenheimer & Co Inc4,922
0.0% of portfolio›$1.1M
Pictet Asset Management Holding SA4,882
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC4,356
0.0% of portfolio›$954.5K
BI Asset Management Fondsmaeglerselskab A/S4,185
0.0% of portfolio›$917.0K
Paragon Capital Management Inc4,050
0.7% of portfolio›$887.5K
Neos Investment Management LLC3,872
0.0% of portfolio›$848.5K
Lido Advisors, LLC3,679
0.0% of portfolio›$806.4K
Apollon Wealth Management, LLC3,620
0.0% of portfolio›$793.3K
New York Life Investment Management LLC3,549
0.0% of portfolio›$777.8K
Gateway Investment Advisers LLC3,479
0.0% of portfolio›$762.4K
MFA Wealth Advisors, LLC3,209
0.1% of portfolio›$703.3K
Oregon Public Employees Retirement Fund3,180
0.0% of portfolio›$696.9K
Courier Capital LLC3,078
0.0% of portfolio›$674.6K
Amalgamated Bank3,044
0.0% of portfolio›$667.0K
First United Bank & Trust3,000
0.2% of portfolio›$657.5K
SEB Asset Management AB2,939
0.0% of portfolio›$644.1K
Inspire Investing, LLC2,929
0.0% of portfolio›$641.9K
Global X Japan Co., Ltd.2,903
0.0% of portfolio›$636.2K
Culbertson A N & Co Inc2,803
0.1% of portfolio›$614.3K
Mather Group, Llc.2,701
0.0% of portfolio›$591.9K
State of Alaska, Department of Revenue2,452
0.0% of portfolio›$537.0K
Mutual of America Capital Management LLC2,387
0.0% of portfolio›$523.1K
Pennsylvania Capital Management Inc2,250
0.1% of portfolio›$493.1K
Daiwa Securities Group Inc.2,236
0.0% of portfolio›$490.0K
V-Square Quantitative Management LLC2,220
0.0% of portfolio›$486.5K
Allspring Global Investments Holdings, LLC2,086
0.0% of portfolio›$463.3K
Evergreen Capital Management LLC2,024
0.0% of portfolio›$443.6K
Wealth Enhancement Advisory Services, LLC1,944
0.0% of portfolio›$440.3K
Virginia Retirement Systems ET Al1,800
0.0% of portfolio›$394.5K
UniSuper Management Pty Ltd1,729
0.0% of portfolio›$378.9K
KBC Group NV1,669
0.0% of portfolio›$358.0K
Blue Trust, Inc.1,530
0.0% of portfolio›$335.2K
ADE, LLC1,488
0.1% of portfolio›$326.1K
Fjarde Ap-Fonden TH Swedish National Pension Fund1,411
0.0% of portfolio›$309.2K
Hartford Investment Management Co1,388
0.0% of portfolio›$304.2K
Revisor Wealth Management LLC1,362
0.1% of portfolio›$332.6K
Parallel Advisors, LLC1,338
0.0% of portfolio›$293.2K
Cambridge Investment Research Advisors, Inc.1,317
0.0% of portfolio›$289.0K
CenterBook Partners LP1,316
0.0% of portfolio›$288.4K
Xponance LLC1,314
0.0% of portfolio›$288.0K
Simplicity Wealth,LLC1,314
0.0% of portfolio›$288.0K
Louisiana State Employees Retirement System1,300
0.0% of portfolio›$284.9K
Asset Management One Co., Ltd.1,290
0.0% of portfolio›$282.7K
Cookson Peirce & Co Inc1,176
0.0% of portfolio›$257.7K
Compass Financial Group, Inc. (Ohio)1,139
0.2% of portfolio›$249.6K
HB Wealth Management, LLC1,111
0.0% of portfolio›$235.8K
Gen-Wealth Partners Inc1,110
0.1% of portfolio›$243.3K
Exchange Traded Concepts, LLC1,095
0.0% of portfolio›$240.0K
Iron Financial LLC1,071
0.1% of portfolio›$234.8K
Fulcrum Asset Management LLP1,054
0.0% of portfolio›$234.4K
Mitchell Sinkler & Starr970
0.1% of portfolio›$212.6K
Keybank National Association964
0.0% of portfolio›$211.3K
Wedmont Private Capital936
0.0% of portfolio›$212.0K
Nisa Investment Advisors, LLC911
0.0% of portfolio›$199.6K
CX Institutional853
0.0% of portfolio›$187
Simplex Trading, LLC652
0.0% of portfolio›$142.9K
Gamma Investing LLC629
0.0% of portfolio›$137.8K
JFS Wealth Advisors, LLC534
0.0% of portfolio›$117.0K
Tema Etfs LLC434
0.0% of portfolio›$95.1K
Signaturefd, LLC403
0.0% of portfolio›$88.3K
Financial Consulate, Inc236
0.0% of portfolio›$51.7K
Versant Capital Management, Inc165
0.0% of portfolio›$36.2K
Elyxium Wealth, LLC160
0.0% of portfolio›$35.1K
Farther Finance Advisors, LLC156
0.0% of portfolio›$34.2K
EverSource Wealth Advisors, LLC143
0.0% of portfolio›$31.3K
Assetmark, Inc120
0.0% of portfolio›$26.3K
Salomon & Ludwin, LLC108
0.0% of portfolio›$23.7K
MassMutual Private Wealth & Trust, FSB97
0.0% of portfolio›$21.3K
Horizon Financial Services, LLC86
0.0% of portfolio›$18.8K
DekaBank Deutsche Girozentrale71
0.0% of portfolio›$16
Y.D. More Investments Ltd68
0.0% of portfolio›$14.9K
Private Trust Co NA64
0.0% of portfolio›$14.0K
Thompson Investment Management, Inc.64
0.0% of portfolio›$14.0K
Essential Partners LLC58
0.0% of portfolio›$12.7K
CoreCap Advisors, LLC54
0.0% of portfolio›$11.8K
GK Wealth Management LLC49
0.0% of portfolio›$10.7K
J.Safra Asset Management Corp48
0.0% of portfolio›$10.5K
Parkside Financial Bank & Trust47
0.0% of portfolio›$10.3K
Root Financial Partners, LLC45
0.0% of portfolio›$9.9K
Private Wealth Management Group, LLC37
0.0% of portfolio›$8.1K
Elevation Wealth Partners, LLC36
0.0% of portfolio›$7.9K
DT Investment Partners, LLC33
0.0% of portfolio›$7.2K
Manchester Capital Management LLC29
0.0% of portfolio›$6.4K
James T. Borello RIA25
0.0% of portfolio›$5.5K
SBI Securities Co., Ltd.23
0.0% of portfolio›$5.0K
TD Private Client Wealth LLC22
0.0% of portfolio›$4.8K
Aspect Partners, LLC20
0.0% of portfolio›$4.4K
Farmers & Merchants Investments Inc18
0.0% of portfolio›$3.9K
Princeton Global Asset Management LLC13
0.0% of portfolio›$2.8K
Pinnacle Wealth Planning Services, Inc.13
0.0% of portfolio›$2.8K
SJS Investment Consulting Inc.12
0.0% of portfolio›$2.6K
UMB Private Wealth Management, LLC12
0.0% of portfolio›$2.6K
Bare Financial Services, Inc11
0.0% of portfolio›$2.4K
Washington Trust Advisors, Inc.10
0.0% of portfolio›$2.2K
Ascentis Independent Advisors10
0.0% of portfolio›$2.2K
Toth Financial Advisory Corp10
0.0% of portfolio›$2.2K
Armstrong Advisory Group, Inc9
0.0% of portfolio›$2.0K
IFP Advisors, Inc9
0.0% of portfolio›$2.0K
WPG Advisers, LLC9
0.0% of portfolio›$2.0K
North Star Investment Management Corp.7
0.0% of portfolio›$1.5K
MV Capital Management, Inc.7
0.0% of portfolio›$1.5K
Spire Wealth Management6
0.0% of portfolio›$1.3K
Avion Wealth6
0.0% of portfolio›$1
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$1.1K
TFC Financial Management, Inc.5
0.0% of portfolio›$1.1K
Financial Network Wealth Advisors LLC5
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$877
Planning Strategies Inc.3
0.0% of portfolio›$657
Fortitude Family Office, LLC3
0.0% of portfolio›$657
Proathlete Wealth Management LLC3
0.0% of portfolio›$657
Bell Investment Advisors, Inc3
0.0% of portfolio›$658
Caitong International Asset Management Co., Ltd3
0.0% of portfolio›$657
Valley National Advisers Inc3
0.0% of portfolio›$658
Quaker Wealth Management, LLC3
0.0% of portfolio›$658
Physician Wealth Advisors, Inc.2
0.0% of portfolio›$439
Rakuten Securities, Inc.2
0.0% of portfolio›$438
Activest Wealth Management2
0.0% of portfolio›$438
Creative Capital Management Investments LLC2
0.0% of portfolio›$438
Clark Wealth Partners1
0.0% of portfolio›$220
WestEnd Advisors, LLC1
0.0% of portfolio›$219
StyleTurnoverLocationFiled
ProShare Advisors LLC
785,786$172.2M0.2%GrowthLowBethesda, MD2026-10-29
Dimensional Fund Advisors LP
331,967$72.8M0.0%IndexLowAustin, TX2026-11-04
Vest Financial, LLC
232,397$50.9M0.5%ValueMediumMclean, VA2026-10-21
Citigroup Inc
199,253$43.7M0.0%CoreMediumNew York, NY2026-11-04
CWA Asset Management Group, LLC
164,630$36.1M1.1%CoreMediumNaples, FL2026-10-19
Truist Financial Corp
86,023$18.9M0.0%CoreLowCharlotte, NC2026-10-30
Columbia Asset Management
72,619$15.9M2.8%CoreLowAnn Arbor, MI2026-10-19
Fideuram Asset Management (Ireland) dac
58,039$14.2M0.3%CoreHighDublin 1, Lithuania2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
56,656$12.4M0.0%IndexVery LowTokyo, Mexico2026-11-05
Mirae Asset Global Investments Co., Ltd.
40,365$8.8M0.0%GrowthLowSeoul, Malaysia2026-11-03
Alps Advisors Inc
31,577$6.9M0.0%YieldLowDenver, CO2026-11-03
Principal Financial Group Inc
26,139$5.7M0.0%CoreLowDes Moines, IA2026-11-02
Yousif Capital Management, LLC
24,378$5.3M0.1%IndexVery LowBloomfield Hills, MI2026-10-22
Sumitomo Mitsui Trust Group, Inc.
22,294$4.9M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Wedgewood Investors Inc
11,738$2.6M2.6%CoreLowErie, PA2026-10-28
Creative Planning
10,704$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
AGF Management LTD
10,164$2.2M0.0%GrowthHighToronto, Australia2026-11-03
State of New Jersey Common Pension Fund D
8,724$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Swiss Life Asset Management Ltd
8,533$1.9M0.0%CoreLowZurich, Switzerland2026-11-03
New York State Teachers Retirement System
8,093$1.8M0.0%CoreVery LowAlbany, NY2026-10-22
Czech National Bank
7,432$1.6M0.0%IndexVery LowPrague, Bahrain2026-10-13
Arizona State Retirement System
7,158$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Achmea Investment Management B.V.
7,151$1.6M0.0%CoreMediumZeist, Philippines2026-10-30
Legacy Financial Strategies, LLC
6,958$1.5M0.2%ETFLowOverland Park, KS2026-10-15
State of Michigan Retirement System
6,500$1.4M0.0%IndexLowEast Lansing, MI2026-10-27
CIBC Asset Management Inc
6,316$1.4M0.0%GARPLowToronto, South Africa2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
5,715$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Retirement Systems of Alabama
5,424$1.2M0.0%IndexLowMontgomery, AL2026-11-04
Kestra Advisory Services, LLC
4,971$1.1M0.0%CoreLowAustin, TX2026-11-02
Oppenheimer & Co Inc
4,922$1.1M0.0%CoreLowNew York, NY2026-10-26
Pictet Asset Management Holding SA
4,882$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Commonwealth Equity Services, LLC
4,356$954.5K0.0%ETFLowWaltham, MA2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
4,185$917.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Paragon Capital Management Inc
4,050$887.5K0.7%CoreMediumProvo, UT2026-10-15
Neos Investment Management LLC
3,872$848.5K0.0%IndexVery LowWestport, CT2026-11-04
Lido Advisors, LLC
3,679$806.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Apollon Wealth Management, LLC
3,620$793.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
New York Life Investment Management LLC
3,549$777.8K0.0%GrowthLowNew York, NY2026-11-04
Gateway Investment Advisers LLC
3,479$762.4K0.0%GrowthLowCincinnati, OH2026-10-13
MFA Wealth Advisors, LLC
3,209$703.3K0.1%ETFMediumPittsburgh, PA2026-10-07
Oregon Public Employees Retirement Fund
3,180$696.9K0.0%IndexVery LowTigard, OR2026-10-30
Courier Capital LLC
3,078$674.6K0.0%ETFLowBuffalo, NY2026-10-19
Amalgamated Bank
3,044$667.0K0.0%CoreVery LowNew York, NY2026-10-23
First United Bank & Trust
3,000$657.5K0.2%CoreLowOakland, MD2026-10-22
SEB Asset Management AB
2,939$644.1K0.0%CoreN/AStockholm, Sweden2026-11-04
Inspire Investing, LLC
2,929$641.9K0.0%GARPHighMeridian, ID2026-10-22
Global X Japan Co., Ltd.
2,903$636.2K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Culbertson A N & Co Inc
2,803$614.3K0.1%CoreVery LowCharlottesville, VA2026-10-21
Mather Group, Llc.
2,701$591.9K0.0%ETFMediumChicago, IL2026-10-14
State of Alaska, Department of Revenue
2,452$537.0K0.0%CoreVery LowJuneau, AK2026-10-15
Mutual of America Capital Management LLC
2,387$523.1K0.0%IndexLowNew York, NY2026-10-23
Pennsylvania Capital Management Inc
2,250$493.1K0.1%GrowthLowHuntingdon Valley, PA2026-11-05
Daiwa Securities Group Inc.
2,236$490.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
V-Square Quantitative Management LLC
2,220$486.5K0.0%CoreLowChicago, IL2026-10-15
Allspring Global Investments Holdings, LLC
2,086$463.3K0.0%CoreMediumCharlotte, NC2026-11-04
Evergreen Capital Management LLC
2,024$443.6K0.0%GARPMediumBellevue, WA2026-10-23
Wealth Enhancement Advisory Services, LLC
1,944$440.3K0.0%CoreLowPlymouth, MN2026-10-13
Virginia Retirement Systems ET Al
1,800$394.5K0.0%CoreMediumRichmond, VA2026-10-28
UniSuper Management Pty Ltd
1,729$378.9K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
KBC Group NV
1,669$358.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Blue Trust, Inc.
1,530$335.2K0.0%ETFLowBrentwood, TN2026-10-15
ADE, LLC
1,488$326.1K0.1%ETFLowBaltimore, MD2026-10-29
Fjarde Ap-Fonden TH Swedish National Pension Fund
1,411$309.2K0.0%GrowthLowStockholm, Sweden2026-10-15
Hartford Investment Management Co
1,388$304.2K0.0%IndexVery LowHartford, CT2026-11-04
Revisor Wealth Management LLC
1,362$332.6K0.1%CoreLowAkron, OH2026-10-20
Parallel Advisors, LLC
1,338$293.2K0.0%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
1,317$289.0K0.0%ETFLowFairfield, IA2026-11-02
CenterBook Partners LP
1,316$288.4K0.0%ValueVery HighGreenwich, CT2026-11-02
Xponance LLC
1,314$288.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Simplicity Wealth,LLC
1,314$288.0K0.0%ETFLowSummit, NJ2026-10-23
Louisiana State Employees Retirement System
1,300$284.9K0.0%IndexLowBaton Rouge, LA2026-10-20
Asset Management One Co., Ltd.
1,290$282.7K0.0%IndexVery LowTokyo, Mexico2026-10-27
Cookson Peirce & Co Inc
1,176$257.7K0.0%GrowthHighPittsburgh, PA2026-10-30
Compass Financial Group, Inc. (Ohio)
1,139$249.6K0.2%ETFMediumDublin, OH2026-10-19
HB Wealth Management, LLC
1,111$235.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Gen-Wealth Partners Inc
1,110$243.3K0.1%CoreLowZeeland, MI2026-11-04
Exchange Traded Concepts, LLC
1,095$240.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Iron Financial LLC
1,071$234.8K0.1%ETFLowNorthbrook, IL2026-10-23
Fulcrum Asset Management LLP
1,054$234.4K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mitchell Sinkler & Starr
970$212.6K0.1%CoreVery LowPhiladelphia, PA2026-10-13
Keybank National Association
964$211.3K0.0%CoreLowBrooklyn, OH2026-11-04
Wedmont Private Capital
936$212.0K0.0%IndexVery LowWest Chester, PA2026-10-09
Nisa Investment Advisors, LLC
911$199.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
CX Institutional
853$1870.0%CoreMediumAuburn, IN2026-10-02
Simplex Trading, LLC
652$142.9K0.0%CoreVery HighChicago, IL2026-11-04
Gamma Investing LLC
629$137.8K0.0%IndexVery LowFoster City, CA2026-10-08
JFS Wealth Advisors, LLC
534$117.0K0.0%ETFVery LowHermitage, PA2026-11-03
Tema Etfs LLC
434$95.1K0.0%GrowthMediumNew York, NY2026-10-16
Signaturefd, LLC
403$88.3K0.0%IndexLowAtlanta, GA2026-10-23
Financial Consulate, Inc
236$51.7K0.0%ETFLowHunt Valley, MD2026-10-23
Versant Capital Management, Inc
165$36.2K0.0%GARPLowPhoenix, AZ2026-10-02
Elyxium Wealth, LLC
160$35.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Farther Finance Advisors, LLC
156$34.2K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
143$31.3K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
120$26.3K0.0%ETFLowConcord, CA2026-10-21
Salomon & Ludwin, LLC
108$23.7K0.0%ETFVery LowRichmond, VA2026-10-29
MassMutual Private Wealth & Trust, FSB
97$21.3K0.0%CoreLowSpringfield, MA2026-10-05
Horizon Financial Services, LLC
86$18.8K0.0%ETFLowWinston Salem, NC2026-11-04
DekaBank Deutsche Girozentrale
71$160.0%CoreLowFrankfurt, Hong Kong2026-10-27
Y.D. More Investments Ltd
68$14.9K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Private Trust Co NA
64$14.0K0.0%CoreLowCleveland, OH2026-10-20
Thompson Investment Management, Inc.
64$14.0K0.0%ValueMediumMadison, WI2026-10-14
Essential Partners LLC
58$12.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
CoreCap Advisors, LLC
54$11.8K0.0%ETFMediumSouthfield, MI2026-10-08
GK Wealth Management LLC
49$10.7K0.0%GARPVery HighReno, NV2026-10-09
J.Safra Asset Management Corp
48$10.5K0.0%ETFLowNew York, NY2026-11-03
Parkside Financial Bank & Trust
47$10.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
45$9.9K0.0%ETFMediumEncinitas, CA2026-10-21
Private Wealth Management Group, LLC
37$8.1K0.0%ETFLowPrinceton, NJ2026-10-19
Elevation Wealth Partners, LLC
36$7.9K0.0%ETFLowWalnut Creek, CA2026-10-07
DT Investment Partners, LLC
33$7.2K0.0%ETFVery LowChadds Ford, PA2026-10-27
Manchester Capital Management LLC
29$6.4K0.0%CoreLowManchester, VT2026-10-22
James T. Borello RIA
25$5.5K0.0%ETFVery LowEast Dundee, IL2026-10-16
SBI Securities Co., Ltd.
23$5.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
TD Private Client Wealth LLC
22$4.8K0.0%ETFLowNew York, NY2026-10-28
Aspect Partners, LLC
20$4.4K0.0%ETFMediumFairfax, VA2026-10-20
Farmers & Merchants Investments Inc
18$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Princeton Global Asset Management LLC
13$2.8K0.0%GrowthLowPrinceton, NJ2026-10-21
Pinnacle Wealth Planning Services, Inc.
13$2.8K0.0%GARPLowMansfield, OH2026-10-27
SJS Investment Consulting Inc.
12$2.6K0.0%ETFVery LowSylvania, OH2026-10-26
UMB Private Wealth Management, LLC
12$2.6K0.0%GrowthN/AKansas City, MO2026-10-19
Bare Financial Services, Inc
11$2.4K0.0%ETFVery LowGap, PA2026-11-04
Washington Trust Advisors, Inc.
10$2.2K0.0%GrowthLowWellesley, MA2026-10-22
Ascentis Independent Advisors
10$2.2K0.0%ETFLowDallas, TX2026-11-03
Toth Financial Advisory Corp
10$2.2K0.0%CoreLowLeesburg, VA2026-10-08
Armstrong Advisory Group, Inc
9$2.0K0.0%ETFHighNeedham, MA2026-10-09
IFP Advisors, Inc
9$2.0K0.0%GrowthLowTampa, FL2026-10-16
WPG Advisers, LLC
9$2.0K0.0%CoreLowBaltimore, MD2026-10-27
North Star Investment Management Corp.
7$1.5K0.0%CoreLowChicago, IL2026-10-27
MV Capital Management, Inc.
7$1.5K0.0%ETFLowBethesda, MD2026-10-29
Spire Wealth Management
6$1.3K0.0%GrowthMediumMclean, VA2026-10-30
Avion Wealth
6$10.0%ETFLowThe Woodlands, TX2026-11-04
DiNuzzo Private Wealth, Inc.
5$1.1K0.0%ETFLowBeaver, PA2026-10-16
TFC Financial Management, Inc.
5$1.1K0.0%ETFVery LowBoston, MA2026-10-26
Financial Network Wealth Advisors LLC
5$1.1K0.0%ETFLowMurray, UT2026-10-28
Bay Harbor Wealth Management, LLC
4$8770.0%ETFMediumHunt Valley, MD2026-11-03
Planning Strategies Inc.
3$6570.0%ETFN/ALancaster, PA2026-10-02
Fortitude Family Office, LLC
3$6570.0%ETFMediumScottsdale, AZ2026-10-14
Proathlete Wealth Management LLC
3$6570.0%ETFVery LowBoca Raton, FL2026-10-15
Bell Investment Advisors, Inc
3$6580.0%ETFVery LowOrinda, CA2026-10-29
Caitong International Asset Management Co., Ltd
3$6570.0%GrowthVery HighHong Kong, South Korea2026-10-29
Valley National Advisers Inc
3$6580.0%ETFLowBethlehem, PA2026-10-23
Quaker Wealth Management, LLC
3$6580.0%ETFMediumMoorestown, NJ2026-10-22
Physician Wealth Advisors, Inc.
2$4390.0%ETFMediumMidvale, UT2026-10-20
Rakuten Securities, Inc.
2$4380.0%Agg GrowthHighTokyo, Mexico2026-11-02
Activest Wealth Management
2$4380.0%ETFLowAventura, FL2026-10-15
Creative Capital Management Investments LLC
2$4380.0%ETFLowSan Diego, CA2026-10-28
Clark Wealth Partners
1$2200.0%ETFVery LowO'Fallon, IL2026-10-19
WestEnd Advisors, LLC
1$2190.0%ETFMediumCharlotte, NC2026-10-27