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Essential Properties Realty (EPRT)

CUSIP: 29670E107 | NYSE | Real Estate · REIT - Retail | Mid Cap | 823 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/ACohen & Steers, Inc.
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
38,945,16418.0%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ACohen & Steers, Inc.38,945,164
18.0% of class · Jun 30, 2026New 5%+ stake
with Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Ireland Limited, +1 more
No 13F filer matched

Institutional Holders — Q3 2026

Daiwa Securities Group Inc.5,214,065
0.3% of portfolio›$134.6M
Dimensional Fund Advisors LP3,293,588
0.0% of portfolio›$85.0M
Principal Financial Group Inc3,083,216
0.0% of portfolio›$79.6M
Bank of New York Mellon Corp1,684,458
0.0% of portfolio›$43.5M
Sumitomo Mitsui Trust Group, Inc.1,173,499
0.0% of portfolio›$30.3M
Thrivent Financial for Lutherans744,553
0.1% of portfolio›$19.2M
Strs Ohio556,400
0.1% of portfolio›$14.4M
Asset Management One Co., Ltd.428,894
0.0% of portfolio›$11.1M
Virginia Retirement Systems ET Al246,289
0.0% of portfolio›$6.4M
New York State Teachers Retirement System228,316
0.0% of portfolio›$5.9M
DekaBank Deutsche Girozentrale224,142
0.0% of portfolio›$5.8M
Citigroup Inc212,907
0.0% of portfolio›$5.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS210,908
0.0% of portfolio›$5.4M
Mitsubishi UFJ Asset Management Co., Ltd.199,443
0.0% of portfolio›$5.1M
State of Alaska, Department of Revenue175,165
0.1% of portfolio›$4.5M
Y-Intercept (Hong Kong) Ltd171,614
0.1% of portfolio›$4.4M
Exchange Traded Concepts, LLC162,907
0.0% of portfolio›$4.2M
Illinois Municipal Retirement Fund112,343
0.0% of portfolio›$2.9M
Mutual of America Capital Management LLC107,113
0.0% of portfolio›$2.8M
Louisiana State Employees Retirement System92,100
0.0% of portfolio›$2.4M
Swedbank AB80,700
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D69,801
0.0% of portfolio›$1.8M
Pensionfund PDN68,500
1.0% of portfolio›$1.8K
Arizona State Retirement System60,925
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC56,956
0.0% of portfolio›$1.5M
Amalgamated Bank56,184
0.0% of portfolio›$1.5M
Sumitomo Mitsui DS Asset Management Company, Ltd54,588
0.0% of portfolio›$1.4M
Venture Visionary Partners LLC50,000
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund48,542
0.0% of portfolio›$1.3M
Maryland State Retirement & Pension System48,108
0.0% of portfolio›$1.2M
Polaris Capital Management, LLC45,400
0.1% of portfolio›$1.2M
IFM Investors Pty Ltd43,438
0.0% of portfolio›$1.1M
Sterling Capital Management LLC42,826
0.0% of portfolio›$1.1M
Creative Planning42,708
0.0% of portfolio›$1.1M
Achmea Investment Management B.V.39,493
0.0% of portfolio›$1.0M
Moran Wealth Management, LLC38,215
0.0% of portfolio›$986.3K
Nisa Investment Advisors, LLC35,695
0.0% of portfolio›$932.7K
Pensionfund Sabic33,500
1.0% of portfolio›$865
Burney Co/33,030
0.0% of portfolio›$852.5K
Pictet Asset Management Holding SA32,450
0.0% of portfolio›$837.5K
ProShare Advisors LLC30,214
0.0% of portfolio›$779.8K
Oppenheimer Asset Management Inc.29,313
0.0% of portfolio›$756.6K
UniSuper Management Pty Ltd26,700
0.0% of portfolio›$689.1K
Allspring Global Investments Holdings, LLC23,577
0.0% of portfolio›$603.6K
Xponance LLC21,167
0.0% of portfolio›$546.3K
CenterBook Partners LP17,320
0.0% of portfolio›$447.0K
Lido Advisors, LLC15,978
0.0% of portfolio›$412.4K
Vanderbilt University15,851
0.0% of portfolio›$409.1K
Commonwealth Equity Services, LLC15,726
0.0% of portfolio›$405.9K
Vise Technologies, Inc.15,560
0.0% of portfolio›$401.6K
Hennion & Walsh Asset Management, Inc.15,279
0.0% of portfolio›$394.4K
Swiss Life Asset Management Ltd14,930
0.0% of portfolio›$385.3K
Choreo, LLC14,795
0.0% of portfolio›$382.0K
Caitong International Asset Management Co., Ltd11,139
0.0% of portfolio›$287.5K
Cambridge Investment Research Advisors, Inc.11,062
0.0% of portfolio›$286.0K
CIBC Asset Management Inc10,935
0.0% of portfolio›$282.2K
Crossmark Global Holdings, Inc.10,738
0.0% of portfolio›$277.1K
Kestra Advisory Services, LLC10,356
0.0% of portfolio›$267.3K
Fifth Third Bancorp10,246
0.0% of portfolio›$264.4K
Lifestyle Asset Management, Inc.10,209
0.1% of portfolio›$263.5K
Profund Advisors LLC10,010
0.0% of portfolio›$258.4K
Jeppson Wealth Management, LLC9,689
0.1% of portfolio›$250.1K
BCO Wealth Management LLC9,650
0.1% of portfolio›$249.1K
Summit Global Investments9,156
0.1% of portfolio›$236.0K
M&G Plc9,154
0.0% of portfolio›$238.0K
Signaturefd, LLC8,419
0.0% of portfolio›$217.3K
KBC Group NV7,843
0.0% of portfolio›$202.0K
Praxis Investment Management Inc7,790
0.0% of portfolio›$201.0K
Mather Group, Llc.7,496
0.0% of portfolio›$193.5K
Mirae Asset Global Investments Co., Ltd.6,340
0.0% of portfolio›$163.6K
US Bancorp \de\6,262
0.0% of portfolio›$161.6K
State of Wyoming4,584
0.0% of portfolio›$118.3K
Spirit of America Management Corp4,000
0.0% of portfolio›$103.2K
Gamma Investing LLC3,183
0.0% of portfolio›$82.2K
Versant Capital Management, Inc2,824
0.0% of portfolio›$72.9K
GF Fund Management Co. Ltd.2,794
0.0% of portfolio›$72.1K
Parkside Financial Bank & Trust2,425
0.0% of portfolio›$62.6K
Farther Finance Advisors, LLC2,037
0.0% of portfolio›$52.6K
SJS Investment Consulting Inc.1,602
0.0% of portfolio›$41.3K
Salomon & Ludwin, LLC1,439
0.0% of portfolio›$37.1K
Pinnacle Wealth Planning Services, Inc.1,166
0.0% of portfolio›$30.1K
Assetmark, Inc953
0.0% of portfolio›$24.6K
EverSource Wealth Advisors, LLC935
0.0% of portfolio›$24.1K
Harbor Capital Advisors, Inc.748
0.0% of portfolio›$19
Parallel Advisors, LLC742
0.0% of portfolio›$19.2K
Cassaday & Co Wealth Management LLC630
0.0% of portfolio›$16.3K
Bayforest Capital Ltd592
0.0% of portfolio›$15.3K
Bare Financial Services, Inc581
0.0% of portfolio›$15.0K
Spire Wealth Management510
0.0% of portfolio›$13.2K
North Star Investment Management Corp.500
0.0% of portfolio›$12.9K
MassMutual Private Wealth & Trust, FSB497
0.0% of portfolio›$12.8K
Bell Investment Advisors, Inc491
0.0% of portfolio›$12.7K
KFG LLC490
0.0% of portfolio›$12.6K
Birch Financial Group, LLC399
0.0% of portfolio›$10.3K
Next Level Wealth Planning, LLC268
0.0% of portfolio›$6.9K
Tributary Capital Management, LLC241
0.0% of portfolio›$6.2K
Larson Financial Group LLC223
0.0% of portfolio›$5.8K
Farmers & Merchants Investments Inc216
0.0% of portfolio›$5.6K
Physician Wealth Advisors, Inc.203
0.0% of portfolio›$5.2K
Jnba Financial Advisors201
0.0% of portfolio›$5.2K
Nova Financial LLC175
0.0% of portfolio›$4.5K
High Note Wealth, LLC150
0.0% of portfolio›$3.9K
Central Trust Co148
0.0% of portfolio›$3.8K
Rossby Financial, LCC128
0.0% of portfolio›$3.3K
Harbor Investment Advisory, LLC100
0.0% of portfolio›$2.6K
Simplex Trading, LLC92
0.0% of portfolio›$2.4K
Gilpin Wealth Management, LLC76
0.0% of portfolio›$2.0K
Avion Wealth76
0.0% of portfolio›$1
Ares Financial Consulting, LLC68
0.0% of portfolio›$1.8K
Valley National Advisers Inc63
0.0% of portfolio›$1.6K
First Command Advisory Services, Inc.56
0.0% of portfolio›$1.5K
Sunrise Financial Services, LLC48
0.0% of portfolio›$1.2K
GK Wealth Management LLC48
0.0% of portfolio›$1.2K
Fortitude Family Office, LLC44
0.0% of portfolio›$1.1K
Elyxium Wealth, LLC42
0.0% of portfolio›$1.1K
Essential Partners LLC32
0.0% of portfolio›$826
Brown, Lisle Ings, Inc.24
0.0% of portfolio›$619
Proathlete Wealth Management LLC22
0.0% of portfolio›$567
Private Trust Co NA19
0.0% of portfolio›$490
IFP Advisors, Inc19
0.0% of portfolio›$490
Cedar Mountain Advisors, LLC15
0.0% of portfolio›$387
Birchwood Financial Partners, Inc.15
0.0% of portfolio›$387
Signature Equity Partners, LLC14
0.0% of portfolio›$361
Abound Wealth Management10
0.0% of portfolio›$259
Meriwether Wealth & Planning, LLC10
0.0% of portfolio›$258
Silver Grove Financial Group, Inc.9
0.0% of portfolio›$226
JFS Wealth Advisors, LLC8
0.0% of portfolio›$210
Hughes Financial Services, LLC6
0.0% of portfolio›$160
Monetary Solutions, Ltd2
0.0% of portfolio›$52
Noble Wealth Management PBC1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Daiwa Securities Group Inc.
5,214,065$134.6M0.3%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
3,293,588$85.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
3,083,216$79.6M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
1,684,458$43.5M0.0%CoreLowNew York, NY2026-11-05
Sumitomo Mitsui Trust Group, Inc.
1,173,499$30.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Thrivent Financial for Lutherans
744,553$19.2M0.1%GARPMediumMinneapolis, MN2026-11-05
Strs Ohio
556,400$14.4M0.1%CoreMediumColumbus, OH2026-10-30
Asset Management One Co., Ltd.
428,894$11.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
Virginia Retirement Systems ET Al
246,289$6.4M0.0%CoreMediumRichmond, VA2026-10-28
New York State Teachers Retirement System
228,316$5.9M0.0%CoreVery LowAlbany, NY2026-10-22
DekaBank Deutsche Girozentrale
224,142$5.8M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Citigroup Inc
212,907$5.5M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
210,908$5.4M0.0%CoreLowHarrisburg, PA2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
199,443$5.1M0.0%IndexVery LowTokyo, Mexico2026-11-05
State of Alaska, Department of Revenue
175,165$4.5M0.1%CoreVery LowJuneau, AK2026-10-15
Y-Intercept (Hong Kong) Ltd
171,614$4.4M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Exchange Traded Concepts, LLC
162,907$4.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Illinois Municipal Retirement Fund
112,343$2.9M0.0%CoreMediumOak Brook, IL2026-11-05
Mutual of America Capital Management LLC
107,113$2.8M0.0%IndexLowNew York, NY2026-10-23
Louisiana State Employees Retirement System
92,100$2.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Swedbank AB
80,700$2.1M0.0%GrowthLowStockholm, Sweden2026-10-27
State of New Jersey Common Pension Fund D
69,801$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Pensionfund PDN
68,500$1.8K1.0%YieldVery LowSittard, Philippines2026-10-05
Arizona State Retirement System
60,925$1.6M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
56,956$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
56,184$1.5M0.0%CoreVery LowNew York, NY2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
54,588$1.4M0.0%IndexVery LowTokyo, Mexico2026-10-20
Venture Visionary Partners LLC
50,000$1.3M0.0%CoreLowSylvania, OH2026-10-07
Oregon Public Employees Retirement Fund
48,542$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
48,108$1.2M0.0%IndexVery LowBaltimore, MD2026-11-05
Polaris Capital Management, LLC
45,400$1.2M0.1%Deep ValueLowBoston, MA2026-10-21
IFM Investors Pty Ltd
43,438$1.1M0.0%IndexVery LowMelbourne, China2026-10-14
Sterling Capital Management LLC
42,826$1.1M0.0%GARPMediumCharlotte, NC2026-10-22
Creative Planning
42,708$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Achmea Investment Management B.V.
39,493$1.0M0.0%CoreMediumZeist, Philippines2026-10-30
Moran Wealth Management, LLC
38,215$986.3K0.0%CoreMediumNaples, FL2026-10-22
Nisa Investment Advisors, LLC
35,695$932.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pensionfund Sabic
33,500$8651.0%YieldVery LowSittard, Philippines2026-10-05
Burney Co/
33,030$852.5K0.0%GARPMediumReston, VA2026-10-15
Pictet Asset Management Holding SA
32,450$837.5K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
30,214$779.8K0.0%GrowthLowBethesda, MD2026-10-29
Oppenheimer Asset Management Inc.
29,313$756.6K0.0%CoreMediumNew York, NY2026-10-27
UniSuper Management Pty Ltd
26,700$689.1K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Allspring Global Investments Holdings, LLC
23,577$603.6K0.0%CoreMediumCharlotte, NC2026-11-04
Xponance LLC
21,167$546.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
CenterBook Partners LP
17,320$447.0K0.0%ValueVery HighGreenwich, CT2026-11-02
Lido Advisors, LLC
15,978$412.4K0.0%GrowthLowLos Angeles, CA2026-11-04
Vanderbilt University
15,851$409.1K0.0%ETFMediumNashville, TN2026-11-02
Commonwealth Equity Services, LLC
15,726$405.9K0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
15,560$401.6K0.0%IndexLowNew York, NY2026-10-29
Hennion & Walsh Asset Management, Inc.
15,279$394.4K0.0%ValueMediumParsippany, NJ2026-10-13
Swiss Life Asset Management Ltd
14,930$385.3K0.0%CoreLowZurich, Switzerland2026-11-03
Choreo, LLC
14,795$382.0K0.0%IndexLowRockford, IL2026-10-28
Caitong International Asset Management Co., Ltd
11,139$287.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Cambridge Investment Research Advisors, Inc.
11,062$286.0K0.0%ETFLowFairfield, IA2026-11-02
CIBC Asset Management Inc
10,935$282.2K0.0%GARPLowToronto, South Africa2026-11-05
Crossmark Global Holdings, Inc.
10,738$277.1K0.0%GARPMediumHouston, TX2026-10-21
Kestra Advisory Services, LLC
10,356$267.3K0.0%CoreLowAustin, TX2026-11-02
Fifth Third Bancorp
10,246$264.4K0.0%IndexVery LowCincinnati, OH2026-11-05
Lifestyle Asset Management, Inc.
10,209$263.5K0.1%ETFHighFriendswood, TX2026-10-20
Profund Advisors LLC
10,010$258.4K0.0%GrowthLowBethesda, MD2026-10-29
Jeppson Wealth Management, LLC
9,689$250.1K0.1%CoreLowManhattan Beach, CA2026-10-20
BCO Wealth Management LLC
9,650$249.1K0.1%ETFLowCarlsbad, NM2026-10-14
Summit Global Investments
9,156$236.0K0.1%CoreMediumBountiful, UT2026-10-28
M&G Plc
9,154$238.0K0.0%CoreMediumLondon, United Kingdom2026-11-04
Signaturefd, LLC
8,419$217.3K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
7,843$202.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Praxis Investment Management Inc
7,790$201.0K0.0%CoreLowGoshen, IN2026-11-03
Mather Group, Llc.
7,496$193.5K0.0%ETFMediumChicago, IL2026-10-14
Mirae Asset Global Investments Co., Ltd.
6,340$163.6K0.0%GrowthLowSeoul, Malaysia2026-11-03
US Bancorp \de\
6,262$161.6K0.0%IndexLowMinneapolis, MN2026-11-05
State of Wyoming
4,584$118.3K0.0%ValueHighCheyenne, WY2026-10-28
Spirit of America Management Corp
4,000$103.2K0.0%GARPLowSyosset, NY2026-10-14
Gamma Investing LLC
3,183$82.2K0.0%IndexVery LowFoster City, CA2026-10-08
Versant Capital Management, Inc
2,824$72.9K0.0%GARPLowPhoenix, AZ2026-10-02
GF Fund Management Co. Ltd.
2,794$72.1K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Parkside Financial Bank & Trust
2,425$62.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
2,037$52.6K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
1,602$41.3K0.0%ETFVery LowSylvania, OH2026-10-26
Salomon & Ludwin, LLC
1,439$37.1K0.0%ETFVery LowRichmond, VA2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,166$30.1K0.0%GARPLowMansfield, OH2026-10-27
Assetmark, Inc
953$24.6K0.0%ETFLowConcord, CA2026-10-21
EverSource Wealth Advisors, LLC
935$24.1K0.0%CoreMediumBirmingham, AL2026-11-04
Harbor Capital Advisors, Inc.
748$190.0%ValueHighChicago, IL2026-10-22
Parallel Advisors, LLC
742$19.2K0.0%IndexLowSan Francisco, CA2026-11-03
Cassaday & Co Wealth Management LLC
630$16.3K0.0%ETFVery LowMclean, VA2026-10-27
Bayforest Capital Ltd
592$15.3K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
Bare Financial Services, Inc
581$15.0K0.0%ETFVery LowGap, PA2026-11-04
Spire Wealth Management
510$13.2K0.0%GrowthMediumMclean, VA2026-10-30
North Star Investment Management Corp.
500$12.9K0.0%CoreLowChicago, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
497$12.8K0.0%CoreLowSpringfield, MA2026-10-05
Bell Investment Advisors, Inc
491$12.7K0.0%ETFVery LowOrinda, CA2026-10-29
KFG LLC
490$12.6K0.0%ETFN/ARapid City, SD2026-11-02
Birch Financial Group, LLC
399$10.3K0.0%CoreLowKeene, NH2026-10-27
Next Level Wealth Planning, LLC
268$6.9K0.0%ETFVery LowMeridian, ID2026-10-29
Tributary Capital Management, LLC
241$6.2K0.0%ValueMediumOmaha, NE2026-10-28
Larson Financial Group LLC
223$5.8K0.0%GrowthLowSt Louis, MO2026-11-05
Farmers & Merchants Investments Inc
216$5.6K0.0%CoreVery LowLincoln, NE2026-10-22
Physician Wealth Advisors, Inc.
203$5.2K0.0%ETFMediumMidvale, UT2026-10-20
Jnba Financial Advisors
201$5.2K0.0%ETFMediumBloomington, MN2026-11-03
Nova Financial LLC
175$4.5K0.0%N/AN/ATucson, AZ2026-11-04
High Note Wealth, LLC
150$3.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Central Trust Co
148$3.8K0.0%CoreLowJefferson City, MO2026-11-05
Rossby Financial, LCC
128$3.3K0.0%ETFMediumMelbourne, FL2026-11-05
Harbor Investment Advisory, LLC
100$2.6K0.0%GrowthLowLutherville, MD2026-10-13
Simplex Trading, LLC
92$2.4K0.0%CoreVery HighChicago, IL2026-11-04
Gilpin Wealth Management, LLC
76$2.0K0.0%GrowthLowDenver, CO2026-10-09
Avion Wealth
76$10.0%ETFLowThe Woodlands, TX2026-11-04
Ares Financial Consulting, LLC
68$1.8K0.0%CoreLowCalabasas, CA2026-10-19
Valley National Advisers Inc
63$1.6K0.0%ETFLowBethlehem, PA2026-10-23
First Command Advisory Services, Inc.
56$1.5K0.0%IndexLowFort Worth, TX2026-11-05
Sunrise Financial Services, LLC
48$1.2K0.0%ETFMediumBurien, WA2026-10-21
GK Wealth Management LLC
48$1.2K0.0%GARPVery HighReno, NV2026-10-09
Fortitude Family Office, LLC
44$1.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Elyxium Wealth, LLC
42$1.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Essential Partners LLC
32$8260.0%ValueMediumRancho Santa Fe, CA2026-10-14
Brown, Lisle Ings, Inc.
24$6190.0%CoreVery LowProvidence, RI2026-10-16
Proathlete Wealth Management LLC
22$5670.0%ETFVery LowBoca Raton, FL2026-10-15
Private Trust Co NA
19$4900.0%CoreLowCleveland, OH2026-10-20
IFP Advisors, Inc
19$4900.0%GrowthLowTampa, FL2026-10-16
Cedar Mountain Advisors, LLC
15$3870.0%ETFVery LowLake Oswego, OR2026-10-15
Birchwood Financial Partners, Inc.
15$3870.0%ETFVery LowBloomington, MN2026-11-02
Signature Equity Partners, LLC
14$3610.0%GrowthMediumColumbus, OH2026-10-29
Abound Wealth Management
10$2590.0%ETFVery LowFranklin, TN2026-10-26
Meriwether Wealth & Planning, LLC
10$2580.0%ETFMediumMinden, LA2026-10-13
Silver Grove Financial Group, Inc.
9$2260.0%CoreMediumOrchard Park, NY2026-11-05
JFS Wealth Advisors, LLC
8$2100.0%ETFVery LowHermitage, PA2026-11-03
Hughes Financial Services, LLC
6$1600.0%ETFLowHerndon, VA2026-10-30
Monetary Solutions, Ltd
2$520.0%ETFVery LowDayton, OH2026-10-22
Noble Wealth Management PBC
1$260.0%YieldMediumGreenwood Village, CO2026-10-01