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Crescent Energy Inc (CRGY)

CUSIP: 44952J104 | NYSE | Energy · Oil & Gas E&P | Mid Cap | 685 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
13D/AKKR Management LLP
with Independence Energy Aggregator L.P., Independence Energy Aggregator GP LLC
68,655,35716.3%New 5%+ stakeOct 8, 2026No 13F filer matched
13G/ABlackRock, Inc.43,134,81213.1%+6,036,148Sep 30, 202638,716,409 sh (Jun 30, 2026)
13D/ALiberty Energy Holdings, LLC4,294,4111.3%−32,600,000May 7, 2026No 13F filer matched
13D/APT Independence Energy Holdings LLC00.0%No shares heldDec 18, 2025No 13F filer matched
13D/AKKR Management LLP68,655,357
16.3% of class · Oct 8, 2026New 5%+ stake
with Independence Energy Aggregator L.P., Independence Energy Aggregator GP LLC
No 13F filer matched
13G/ABlackRock, Inc.43,134,812
13.1% of class · Sep 30, 2026+6,036,148
38,716,409 sh (Jun 30, 2026)
13D/ALiberty Energy Holdings, LLC4,294,411
1.3% of class · May 7, 2026−32,600,000
No 13F filer matched
13D/APT Independence Energy Holdings LLC0
0.0% of class · Dec 18, 2025No shares held
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP18,311,297
0.0% of portfolio›$236.0M
Bank of New York Mellon Corp4,607,765
0.0% of portfolio›$59.4M
Assenagon Asset Management S.A.3,251,891
0.0% of portfolio›$41.9M
Principal Financial Group Inc1,420,871
0.0% of portfolio›$18.3M
Citigroup Inc896,471
0.0% of portfolio›$11.6M
MacKenzie Financial Corp742,675
0.0% of portfolio›$9.6M
Dana Investment Advisors, Inc.635,979
0.2% of portfolio›$8.2M
Creative Planning412,692
0.0% of portfolio›$5.3M
BI Asset Management Fondsmaeglerselskab A/S399,498
0.1% of portfolio›$5.2M
Barclays PLC322,040
0.0% of portfolio›$4.2M
McAlvany Wealth Management LLC264,258
2.1% of portfolio›$3.4M
Thrivent Financial for Lutherans239,087
0.0% of portfolio›$3.1M
Mraz, Amerine & Associates, Inc.211,424
0.4% of portfolio›$2.7M
Inspire Investing, LLC176,328
0.1% of portfolio›$2.3M
Virginia Retirement Systems ET Al171,900
0.0% of portfolio›$2.2M
Imc-Chicago, LLC167,508
0.0% of portfolio›$2.2M
Moody National Bank Trust Division155,362
0.2% of portfolio›$2.0M
Kornitzer Capital Management Inc150,200
0.0% of portfolio›$1.9M
Fulcrum Asset Management LLP132,470
0.1% of portfolio›$1.7M
Louisiana State Employees Retirement System126,700
0.0% of portfolio›$1.6M
Illinois Municipal Retirement Fund120,119
0.0% of portfolio›$1.5M
Davenport & Co LLC100,026
0.0% of portfolio›$1.3M
New York State Teachers Retirement System98,876
0.0% of portfolio›$1.3M
State of New Jersey Common Pension Fund D93,421
0.0% of portfolio›$1.2M
HUB Investment Partners, LLC87,374
0.0% of portfolio›$1.1M
Arizona State Retirement System79,042
0.0% of portfolio›$1.0M
Heirloom Wealth Management78,977
0.1% of portfolio›$1.0M
Amalgamated Bank76,073
0.0% of portfolio›$981.0K
Yousif Capital Management, LLC75,361
0.0% of portfolio›$971.4K
EdgeRock Capital LLC72,627
0.2% of portfolio›$936.2K
Cambridge Investment Research Advisors, Inc.72,049
0.0% of portfolio›$929.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS70,063
0.0% of portfolio›$903.1K
Keybank National Association69,421
0.0% of portfolio›$894.8K
Simplex Trading, LLC67,139
0.0% of portfolio›$865.4K
Oregon Public Employees Retirement Fund66,674
0.0% of portfolio›$859.4K
Maryland State Retirement & Pension System66,429
0.0% of portfolio›$856.3K
Fifth Third Bancorp64,731
0.0% of portfolio›$834.4K
State of Alaska, Department of Revenue60,092
0.0% of portfolio›$773
Vise Technologies, Inc.60,041
0.0% of portfolio›$773.9K
Alps Advisors Inc59,322
0.0% of portfolio›$764.7K
Wealth Enhancement Advisory Services, LLC56,500
0.0% of portfolio›$735.1K
Welch Group, LLC53,472
0.0% of portfolio›$689.3K
GF Fund Management Co. Ltd.48,450
0.0% of portfolio›$624.5K
Y-Intercept (Hong Kong) Ltd44,986
0.0% of portfolio›$579.9K
Pictet Asset Management Holding SA44,521
0.0% of portfolio›$573.9K
Harbor Capital Advisors, Inc.40,386
0.1% of portfolio›$521.0K
Northside Capital Management, LLC40,333
0.0% of portfolio›$519.9K
ProShare Advisors LLC40,094
0.0% of portfolio›$516.8K
DekaBank Deutsche Girozentrale38,444
0.0% of portfolio›$500.0K
Mutual of America Capital Management LLC33,930
0.0% of portfolio›$437.4K
Montgomery Investment Management Inc31,965
0.1% of portfolio›$412.0K
Kestra Advisory Services, LLC31,647
0.0% of portfolio›$407.9K
Cantor Fitzgerald Investment Advisors L.P.31,066
0.0% of portfolio›$400.4K
Compound Planning, Inc.29,028
0.0% of portfolio›$374.2K
Innealta Capital, LLC28,686
0.2% of portfolio›$369.8K
CIBC Asset Management Inc28,113
0.0% of portfolio›$362.4K
Xponance LLC27,546
0.0% of portfolio›$355.1K
Caitong International Asset Management Co., Ltd26,280
0.0% of portfolio›$338.7K
Strs Ohio25,300
0.0% of portfolio›$326.1K
State of Wyoming24,844
0.0% of portfolio›$320.2K
First Citizens Bank & Trust Co24,628
0.0% of portfolio›$317.5K
PNC Financial Services Group, Inc.23,457
0.0% of portfolio›$302.4K
Savant Capital, LLC22,824
0.0% of portfolio›$294.2K
Bayforest Capital Ltd22,667
0.4% of portfolio›$292.2K
Signaturefd, LLC21,047
0.0% of portfolio›$271.3K
Inscription Capital, LLC20,296
0.0% of portfolio›$261.6K
Ethic Inc.19,743
0.0% of portfolio›$254.5K
Gamma Investing LLC19,150
0.0% of portfolio›$246.8K
Segment Wealth Management, LLC18,157
0.0% of portfolio›$234.0K
Swiss Life Asset Management Ltd16,822
0.0% of portfolio›$216.8K
Merit Financial Group, LLC15,000
0.0% of portfolio›$193.4K
Sage Rhino Capital LLC13,857
0.0% of portfolio›$178.6K
HB Wealth Management, LLC13,760
0.0% of portfolio›$177.4K
Profund Advisors LLC13,374
0.0% of portfolio›$172.4K
Equitable Trust Co13,366
0.0% of portfolio›$172.3K
Covestor Ltd12,569
0.3% of portfolio›$162.0K
Summit Global Investments11,498
0.0% of portfolio›$148.0K
Independent Financial Group, LLC11,200
0.0% of portfolio›$144.4K
Wolverine Asset Management LLC11,107
0.0% of portfolio›$143.2K
Chicago Partners Investment Group LLC10,436
0.0% of portfolio›$144.3K
KBC Group NV10,359
0.0% of portfolio›$134.0K
Evergreen Capital Management LLC10,124
0.0% of portfolio›$130.5K
Nisa Investment Advisors, LLC8,509
0.0% of portfolio›$109.7K
Sterling Capital Management LLC5,711
0.0% of portfolio›$73.6K
Pinnacle Wealth Planning Services, Inc.5,350
0.0% of portfolio›$69.0K
SBI Securities Co., Ltd.4,838
0.0% of portfolio›$62.4K
Versant Capital Management, Inc4,626
0.0% of portfolio›$59.6K
US Bancorp \de\3,618
0.0% of portfolio›$46.6K
Farther Finance Advisors, LLC2,642
0.0% of portfolio›$34.1K
Salomon & Ludwin, LLC2,591
0.0% of portfolio›$33.4K
Root Financial Partners, LLC2,440
0.0% of portfolio›$31.5K
Hussman Strategic Advisors, Inc.1,906
0.0% of portfolio›$24.6K
True Wealth Design, LLC1,830
0.0% of portfolio›$23.6K
MassMutual Private Wealth & Trust, FSB1,511
0.0% of portfolio›$19.5K
EverSource Wealth Advisors, LLC1,472
0.0% of portfolio›$19.0K
Assetmark, Inc1,446
0.0% of portfolio›$18.6K
CoreCap Advisors, LLC1,345
0.0% of portfolio›$17.3K
Chung Wu Investment Group, LLC1,200
0.0% of portfolio›$15.5K
Physician Wealth Advisors, Inc.1,189
0.0% of portfolio›$15.3K
Ascentis Independent Advisors1,139
0.0% of portfolio›$14.7K
Parkside Financial Bank & Trust1,094
0.0% of portfolio›$14.1K
IFP Advisors, Inc1,066
0.0% of portfolio›$13.7K
Spire Wealth Management999
0.0% of portfolio›$12.9K
Bare Financial Services, Inc839
0.0% of portfolio›$10.8K
Parallel Advisors, LLC812
0.0% of portfolio›$10.5K
Essential Partners LLC799
0.0% of portfolio›$10.3K
SJS Investment Consulting Inc.705
0.0% of portfolio›$9.1K
Private Wealth Management Group, LLC526
0.0% of portfolio›$6.8K
First Horizon Corp426
0.0% of portfolio›$5.5K
Avion Wealth396
0.0% of portfolio›$5
Larson Financial Group LLC375
0.0% of portfolio›$4.8K
Valued Wealth Advisors LLC346
0.0% of portfolio›$4.5K
Fortitude Family Office, LLC345
0.0% of portfolio›$4.4K
Nemes Rush Group LLC312
0.0% of portfolio›$4.0K
Nfsg Corp260
0.0% of portfolio›$3.4K
Mather Group, Llc.259
0.0% of portfolio›$3.3K
Farmers & Merchants Investments Inc248
0.0% of portfolio›$3.2K
Creative Capital Management Investments LLC200
0.0% of portfolio›$2.6K
Jacobi Capital Management LLC200
0.0% of portfolio›$2.6K
GK Wealth Management LLC199
0.0% of portfolio›$2.6K
JFS Wealth Advisors, LLC187
0.0% of portfolio›$2.4K
Private Trust Co NA157
0.0% of portfolio›$2.0K
Ascentis Wealth Management, LLC155
0.0% of portfolio›$2.0K
Cedar Mountain Advisors, LLC143
0.0% of portfolio›$1.8K
UMB Private Wealth Management, LLC129
0.0% of portfolio›$1.7K
Owl Creek Wealth Partners LLC114
0.0% of portfolio›$1.5K
Burk Holdings LLC114
0.0% of portfolio›$1.5K
Bell Investment Advisors, Inc64
0.0% of portfolio›$825
Financial Consulate, Inc63
0.0% of portfolio›$813
Valley National Advisers Inc60
0.0% of portfolio›$774
Clearstead Advisors, LLC59
0.0% of portfolio›$761
Bay Harbor Wealth Management, LLC43
0.0% of portfolio›$554
Gilpin Wealth Management, LLC40
0.0% of portfolio›$516
Silver Grove Financial Group, Inc.34
0.0% of portfolio›$438
Provenance Wealth Advisors, LLC31
0.0% of portfolio›$400
Capital Advisors, Ltd. LLC28
0.0% of portfolio›$0
Proathlete Wealth Management LLC23
0.0% of portfolio›$296
DecisionPoint Financial, LLC15
0.0% of portfolio›$200
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$168
Davis Capital Management11
0.0% of portfolio›$142
Community Financial Services Group, LLC8
0.0% of portfolio›$106
James T. Borello RIA6
0.0% of portfolio›$77
Hughes Financial Services, LLC3
0.0% of portfolio›$41
Maryland Capital Advisors Inc.2
0.0% of portfolio›$26
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
18,311,297$236.0M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
4,607,765$59.4M0.0%CoreLowNew York, NY2026-11-05
Assenagon Asset Management S.A.
3,251,891$41.9M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Principal Financial Group Inc
1,420,871$18.3M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
896,471$11.6M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
742,675$9.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Dana Investment Advisors, Inc.
635,979$8.2M0.2%GARPMediumBrookfield, WI2026-11-06
Creative Planning
412,692$5.3M0.0%IndexVery LowOverland Park, KS2026-11-02
BI Asset Management Fondsmaeglerselskab A/S
399,498$5.2M0.1%CoreMediumKobenhavn, Greece2026-10-22
Barclays PLC
322,040$4.2M0.0%CoreMediumLondon, United Kingdom2026-11-06
McAlvany Wealth Management LLC
264,258$3.4M2.1%GARPMediumDurango, CO2026-10-29
Thrivent Financial for Lutherans
239,087$3.1M0.0%GARPMediumMinneapolis, MN2026-11-05
Mraz, Amerine & Associates, Inc.
211,424$2.7M0.4%Deep ValueLowModesto, CA2026-10-30
Inspire Investing, LLC
176,328$2.3M0.1%GARPHighMeridian, ID2026-10-22
Virginia Retirement Systems ET Al
171,900$2.2M0.0%CoreMediumRichmond, VA2026-10-28
Imc-Chicago, LLC
167,508$2.2M0.0%GARPVery HighChicago, IL2026-11-05
Moody National Bank Trust Division
155,362$2.0M0.2%CoreMediumGalveston, TX2026-10-06
Kornitzer Capital Management Inc
150,200$1.9M0.0%CoreLowShawnee Mission, KS2026-11-03
Fulcrum Asset Management LLP
132,470$1.7M0.1%CoreMediumLondon, United Kingdom2026-11-04
Louisiana State Employees Retirement System
126,700$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Illinois Municipal Retirement Fund
120,119$1.5M0.0%CoreMediumOak Brook, IL2026-11-05
Davenport & Co LLC
100,026$1.3M0.0%CoreMediumRichmond, VA2026-10-14
New York State Teachers Retirement System
98,876$1.3M0.0%CoreVery LowAlbany, NY2026-10-22
State of New Jersey Common Pension Fund D
93,421$1.2M0.0%CoreLowTrenton, NJ2026-11-05
HUB Investment Partners, LLC
87,374$1.1M0.0%GrowthLowAustin, TX2026-11-03
Arizona State Retirement System
79,042$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Heirloom Wealth Management
78,977$1.0M0.1%GrowthMediumGreenwood Village, CO2026-10-14
Amalgamated Bank
76,073$981.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
75,361$971.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
EdgeRock Capital LLC
72,627$936.2K0.2%ETFLowDenver, CO2026-11-03
Cambridge Investment Research Advisors, Inc.
72,049$929.0K0.0%ETFLowFairfield, IA2026-11-02
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
70,063$903.1K0.0%CoreLowHarrisburg, PA2026-11-03
Keybank National Association
69,421$894.8K0.0%CoreLowBrooklyn, OH2026-11-04
Simplex Trading, LLC
67,139$865.4K0.0%CoreVery HighChicago, IL2026-11-04
Oregon Public Employees Retirement Fund
66,674$859.4K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
66,429$856.3K0.0%IndexVery LowBaltimore, MD2026-11-05
Fifth Third Bancorp
64,731$834.4K0.0%IndexVery LowCincinnati, OH2026-11-05
State of Alaska, Department of Revenue
60,092$7730.0%CoreVery LowJuneau, AK2026-10-15
Vise Technologies, Inc.
60,041$773.9K0.0%IndexLowNew York, NY2026-10-29
Alps Advisors Inc
59,322$764.7K0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
56,500$735.1K0.0%CoreLowPlymouth, MN2026-10-13
Welch Group, LLC
53,472$689.3K0.0%CoreVery LowBirmingham, AL2026-10-29
GF Fund Management Co. Ltd.
48,450$624.5K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Y-Intercept (Hong Kong) Ltd
44,986$579.9K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Pictet Asset Management Holding SA
44,521$573.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Harbor Capital Advisors, Inc.
40,386$521.0K0.1%ValueHighChicago, IL2026-10-22
Northside Capital Management, LLC
40,333$519.9K0.0%GARPLowHood River, OR2026-10-13
ProShare Advisors LLC
40,094$516.8K0.0%GrowthLowBethesda, MD2026-10-29
DekaBank Deutsche Girozentrale
38,444$500.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Mutual of America Capital Management LLC
33,930$437.4K0.0%IndexLowNew York, NY2026-10-23
Montgomery Investment Management Inc
31,965$412.0K0.1%GARPVery LowRockville, MD2026-10-26
Kestra Advisory Services, LLC
31,647$407.9K0.0%CoreLowAustin, TX2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
31,066$400.4K0.0%YieldLowNew York, NY2026-10-21
Compound Planning, Inc.
29,028$374.2K0.0%CoreLowNew York, NY2026-11-05
Innealta Capital, LLC
28,686$369.8K0.2%ETFMediumAustin, TX2026-11-02
CIBC Asset Management Inc
28,113$362.4K0.0%GARPLowToronto, South Africa2026-11-05
Xponance LLC
27,546$355.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Caitong International Asset Management Co., Ltd
26,280$338.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Strs Ohio
25,300$326.1K0.0%CoreMediumColumbus, OH2026-10-30
State of Wyoming
24,844$320.2K0.0%ValueHighCheyenne, WY2026-10-28
First Citizens Bank & Trust Co
24,628$317.5K0.0%CoreMediumRaleigh, NC2026-10-14
PNC Financial Services Group, Inc.
23,457$302.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Savant Capital, LLC
22,824$294.2K0.0%IndexVery LowRockford, IL2026-11-06
Bayforest Capital Ltd
22,667$292.2K0.4%Deep ValueVery HighLondon, United Kingdom2026-11-03
Signaturefd, LLC
21,047$271.3K0.0%IndexLowAtlanta, GA2026-10-23
Inscription Capital, LLC
20,296$261.6K0.0%GARPMediumHouston, TX2026-11-02
Ethic Inc.
19,743$254.5K0.0%CoreLowNew York, NY2026-11-03
Gamma Investing LLC
19,150$246.8K0.0%IndexVery LowFoster City, CA2026-10-08
Segment Wealth Management, LLC
18,157$234.0K0.0%CoreLowHouston, TX2026-10-26
Swiss Life Asset Management Ltd
16,822$216.8K0.0%CoreLowZurich, Switzerland2026-11-03
Merit Financial Group, LLC
15,000$193.4K0.0%ETFLowAlpharetta, GA2026-11-06
Sage Rhino Capital LLC
13,857$178.6K0.0%ETFLowMenlo Park, CA2026-10-28
HB Wealth Management, LLC
13,760$177.4K0.0%IndexVery LowAtlanta, GA2026-10-23
Profund Advisors LLC
13,374$172.4K0.0%GrowthLowBethesda, MD2026-10-29
Equitable Trust Co
13,366$172.3K0.0%CoreLowNashville, TN2026-10-13
Covestor Ltd
12,569$162.0K0.3%ValueHighLondon, United Kingdom2026-10-30
Summit Global Investments
11,498$148.0K0.0%CoreMediumBountiful, UT2026-10-28
Independent Financial Group, LLC
11,200$144.4K0.0%GrowthLowSan Diego, CA2026-10-13
Wolverine Asset Management LLC
11,107$143.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Chicago Partners Investment Group LLC
10,436$144.3K0.0%GARPLowChicago, IL2026-10-27
KBC Group NV
10,359$134.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
Evergreen Capital Management LLC
10,124$130.5K0.0%GARPMediumBellevue, WA2026-10-23
Nisa Investment Advisors, LLC
8,509$109.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
5,711$73.6K0.0%GARPMediumCharlotte, NC2026-10-22
Pinnacle Wealth Planning Services, Inc.
5,350$69.0K0.0%GARPLowMansfield, OH2026-10-27
SBI Securities Co., Ltd.
4,838$62.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Versant Capital Management, Inc
4,626$59.6K0.0%GARPLowPhoenix, AZ2026-10-02
US Bancorp \de\
3,618$46.6K0.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
2,642$34.1K0.0%IndexLowSan Francisco, CA2026-10-08
Salomon & Ludwin, LLC
2,591$33.4K0.0%ETFVery LowRichmond, VA2026-10-29
Root Financial Partners, LLC
2,440$31.5K0.0%ETFMediumEncinitas, CA2026-10-21
Hussman Strategic Advisors, Inc.
1,906$24.6K0.0%YieldVery HighEllicott City, MD2026-11-02
True Wealth Design, LLC
1,830$23.6K0.0%ETFMediumAkron, OH2026-10-13
MassMutual Private Wealth & Trust, FSB
1,511$19.5K0.0%CoreLowSpringfield, MA2026-10-05
EverSource Wealth Advisors, LLC
1,472$19.0K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
1,446$18.6K0.0%ETFLowConcord, CA2026-10-21
CoreCap Advisors, LLC
1,345$17.3K0.0%ETFMediumSouthfield, MI2026-10-08
Chung Wu Investment Group, LLC
1,200$15.5K0.0%GrowthMediumSugar Land, TX2026-11-03
Physician Wealth Advisors, Inc.
1,189$15.3K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Independent Advisors
1,139$14.7K0.0%ETFLowDallas, TX2026-11-03
Parkside Financial Bank & Trust
1,094$14.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
IFP Advisors, Inc
1,066$13.7K0.0%GrowthLowTampa, FL2026-10-16
Spire Wealth Management
999$12.9K0.0%GrowthMediumMclean, VA2026-10-30
Bare Financial Services, Inc
839$10.8K0.0%ETFVery LowGap, PA2026-11-04
Parallel Advisors, LLC
812$10.5K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
799$10.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SJS Investment Consulting Inc.
705$9.1K0.0%ETFVery LowSylvania, OH2026-10-26
Private Wealth Management Group, LLC
526$6.8K0.0%ETFLowPrinceton, NJ2026-10-19
First Horizon Corp
426$5.5K0.0%CoreLowMemphis, TN2026-10-26
Avion Wealth
396$50.0%ETFLowThe Woodlands, TX2026-11-04
Larson Financial Group LLC
375$4.8K0.0%GrowthLowSt Louis, MO2026-11-05
Valued Wealth Advisors LLC
346$4.5K0.0%IndexVery LowHolladay, UT2026-11-05
Fortitude Family Office, LLC
345$4.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Nemes Rush Group LLC
312$4.0K0.0%CoreVery LowNovi, MI2026-11-04
Nfsg Corp
260$3.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Mather Group, Llc.
259$3.3K0.0%ETFMediumChicago, IL2026-10-14
Farmers & Merchants Investments Inc
248$3.2K0.0%CoreVery LowLincoln, NE2026-10-22
Creative Capital Management Investments LLC
200$2.6K0.0%ETFLowSan Diego, CA2026-10-28
Jacobi Capital Management LLC
200$2.6K0.0%CoreLowPittston, PA2026-11-05
GK Wealth Management LLC
199$2.6K0.0%GARPVery HighReno, NV2026-10-09
JFS Wealth Advisors, LLC
187$2.4K0.0%ETFVery LowHermitage, PA2026-11-03
Private Trust Co NA
157$2.0K0.0%CoreLowCleveland, OH2026-10-20
Ascentis Wealth Management, LLC
155$2.0K0.0%Agg GrowthLowDallas, TX2026-11-03
Cedar Mountain Advisors, LLC
143$1.8K0.0%ETFVery LowLake Oswego, OR2026-10-15
UMB Private Wealth Management, LLC
129$1.7K0.0%GrowthN/AKansas City, MO2026-10-19
Owl Creek Wealth Partners LLC
114$1.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Burk Holdings LLC
114$1.5K0.0%ETFVery LowTulsa, OK2026-11-05
Bell Investment Advisors, Inc
64$8250.0%ETFVery LowOrinda, CA2026-10-29
Financial Consulate, Inc
63$8130.0%ETFLowHunt Valley, MD2026-10-23
Valley National Advisers Inc
60$7740.0%ETFLowBethlehem, PA2026-10-23
Clearstead Advisors, LLC
59$7610.0%ETFLowCleveland, OH2026-11-06
Bay Harbor Wealth Management, LLC
43$5540.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
40$5160.0%GrowthLowDenver, CO2026-10-09
Silver Grove Financial Group, Inc.
34$4380.0%CoreMediumOrchard Park, NY2026-11-05
Provenance Wealth Advisors, LLC
31$4000.0%ETFLowFort Lauderdale, FL2026-10-30
Capital Advisors, Ltd. LLC
28$00.0%ETFLowShaker Heights, OH2026-10-27
Proathlete Wealth Management LLC
23$2960.0%ETFVery LowBoca Raton, FL2026-10-15
DecisionPoint Financial, LLC
15$2000.0%ETFVery LowMesa, AZ2026-10-27
DiNuzzo Private Wealth, Inc.
13$1680.0%ETFLowBeaver, PA2026-10-16
Davis Capital Management
11$1420.0%CoreLowJacksonville, FL2026-10-08
Community Financial Services Group, LLC
8$1060.0%GrowthLowNewport, VT2026-10-15
James T. Borello RIA
6$770.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
3$410.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
2$260.0%ETFVery LowChester, MD2026-10-15