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Idacorp Inc (IDA)

CUSIP: 451107106 | NYSE | Utilities · Utilities - Regulated Electric | Mid Cap | 1458 institutional holders

Quarters

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

Pictet Asset Management Holding SA1,657,786
0.2% of portfolio›$216.7M
Dimensional Fund Advisors LP775,961
0.0% of portfolio›$101.4M
Bank of New York Mellon Corp474,860
0.0% of portfolio›$62.1M
Principal Financial Group Inc422,930
0.0% of portfolio›$55.3M
Anchor Capital Advisors LLC417,369
1.7% of portfolio›$54.6M
Boston Trust Walden Corp386,904
0.4% of portfolio›$50.6M
Tema Etfs LLC242,678
1.2% of portfolio›$31.7M
Deroy & Devereaux Private Investment Counsel Inc239,006
3.0% of portfolio›$31.2M
ProShare Advisors LLC184,144
0.0% of portfolio›$24.1M
Leeward Investments, LLC - MA150,494
1.0% of portfolio›$19.7M
Tributary Capital Management, LLC145,968
1.7% of portfolio›$19.1M
Retirement Systems of Alabama140,761
0.1% of portfolio›$18.4M
LVM Capital Management LTD130,299
1.4% of portfolio›$17.0M
Citigroup Inc117,609
0.0% of portfolio›$15.4M
Creative Planning107,694
0.0% of portfolio›$14.1M
M&G Plc98,123
0.1% of portfolio›$12.9M
Nisa Investment Advisors, LLC94,446
0.0% of portfolio›$12.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS93,782
0.1% of portfolio›$12.3M
Strs Ohio87,340
0.0% of portfolio›$11.4M
New York State Teachers Retirement System71,293
0.0% of portfolio›$9.3M
State of Alaska, Department of Revenue59,990
0.0% of portfolio›$7.8K
DekaBank Deutsche Girozentrale53,858
0.0% of portfolio›$7.1M
US Bancorp \de\46,431
0.0% of portfolio›$6.1M
Thomas Story & SON LLC42,567
1.9% of portfolio›$5.6M
Lanark Financial, Inc.36,789
0.3% of portfolio›$4.8M
Allspring Global Investments Holdings, LLC34,693
0.0% of portfolio›$4.6M
John G Ullman & Associates Inc31,529
0.5% of portfolio›$4.1M
Amalgamated Bank25,843
0.1% of portfolio›$3.4M
Congress Asset Management Co25,073
0.0% of portfolio›$3.3M
Alps Advisors Inc24,716
0.0% of portfolio›$3.2M
Wealth Enhancement Advisory Services, LLC22,426
0.0% of portfolio›$3.0M
Mutual of America Capital Management LLC21,078
0.0% of portfolio›$2.8M
Keybank National Association20,840
0.0% of portfolio›$2.7M
State of New Jersey Common Pension Fund D18,405
0.0% of portfolio›$2.4M
Louisiana State Employees Retirement System17,200
0.0% of portfolio›$2.2M
Achmea Investment Management B.V.16,461
0.0% of portfolio›$2.2M
Banque Pictet & CIE SA16,045
0.0% of portfolio›$2.1M
Hennion & Walsh Asset Management, Inc.15,812
0.1% of portfolio›$2.1M
Arizona State Retirement System15,608
0.0% of portfolio›$2.0M
Oliver Luxxe Assets LLC15,188
0.3% of portfolio›$2.0M
Yousif Capital Management, LLC14,899
0.0% of portfolio›$1.9M
State of Michigan Retirement System13,620
0.0% of portfolio›$1.8M
RW Investment Management LLC13,422
0.2% of portfolio›$1.8M
Thrivent Financial for Lutherans12,675
0.0% of portfolio›$1.7M
Oregon Public Employees Retirement Fund12,009
0.0% of portfolio›$1.6M
AGP Franklin, LLC11,251
0.6% of portfolio›$1.5M
Cambiar Investors LLC11,053
0.1% of portfolio›$1.4M
Oppenheimer Asset Management Inc.10,930
0.0% of portfolio›$1.4M
Truist Financial Corp10,128
0.0% of portfolio›$1.3M
HB Wealth Management, LLC9,862
0.0% of portfolio›$1.3M
SeaCrest Wealth Management, LLC9,034
0.1% of portfolio›$1.2M
Inspire Investing, LLC7,902
0.0% of portfolio›$1.0M
Atria Investments, Inc7,850
0.0% of portfolio›$1.0M
Clear Creek Financial Management, LLC7,200
0.1% of portfolio›$941.2K
Commonwealth Equity Services, LLC7,042
0.0% of portfolio›$920.6K
Teza Capital Management LLC6,875
0.8% of portfolio›$898.8K
Everhart Financial Group, Inc.6,761
0.1% of portfolio›$883.9K
Xponance LLC6,499
0.0% of portfolio›$849.6K
Spirit of America Management Corp6,250
0.2% of portfolio›$817.1K
Exchange Traded Concepts, LLC6,200
0.0% of portfolio›$810.5K
Quadrant Capital Group LLC5,921
0.0% of portfolio›$811.4K
Fulton Bank, N.A.5,715
0.0% of portfolio›$747.1K
D.A. Davidson & Co.5,648
0.0% of portfolio›$738.4K
PFG Advisors5,533
0.0% of portfolio›$723.3K
IFM Investors Pty Ltd5,506
0.0% of portfolio›$719.8K
James Investment Research, Inc.5,379
0.1% of portfolio›$703.2K
Parallel Advisors, LLC5,334
0.0% of portfolio›$697.3K
Bahl & Gaynor LLC5,000
0.0% of portfolio›$653.7K
Murphy, Middleton, Hinkle & Parker, Inc.4,947
0.3% of portfolio›$646.7K
Nfsg Corp4,876
0.1% of portfolio›$637.4K
Kingdom Financial Group Llc.4,676
0.2% of portfolio›$611.3K
Citizens Financial Group Inc4,511
0.0% of portfolio›$589.7K
Crossmark Global Holdings, Inc.4,462
0.0% of portfolio›$583.3K
Signaturefd, LLC4,161
0.0% of portfolio›$544.0K
Cambridge Investment Research Advisors, Inc.4,125
0.0% of portfolio›$539.0K
Kestra Advisory Services, LLC3,951
0.0% of portfolio›$516.6K
Swiss Life Asset Management Ltd3,727
0.0% of portfolio›$487.2K
Perigon Wealth Management, LLC3,659
0.0% of portfolio›$478.3K
Welch Group, LLC3,656
0.0% of portfolio›$477.9K
Park Avenue Securities LLC3,608
0.0% of portfolio›$472.0K
Ethic Inc.3,531
0.0% of portfolio›$461.6K
Chicago Partners Investment Group LLC3,487
0.0% of portfolio›$490.6K
Regions Financial Corp3,303
0.0% of portfolio›$431.8K
Farther Finance Advisors, LLC3,261
0.0% of portfolio›$426.3K
Evergreen Capital Management LLC3,131
0.0% of portfolio›$409.3K
Kentucky Trust Co3,100
0.2% of portfolio›$405.3K
AlphaCore Capital LLC2,925
0.0% of portfolio›$382.4K
Trust Point Inc.2,917
0.0% of portfolio›$381.3K
Moody Aldrich Partners LLC2,877
0.1% of portfolio›$376.1K
Lido Advisors, LLC2,848
0.0% of portfolio›$372.3K
Convergence Financial, LLC2,837
0.1% of portfolio›$370.9K
Provenance Wealth Advisors, LLC2,732
0.0% of portfolio›$357.2K
Apollon Wealth Management, LLC2,654
0.0% of portfolio›$347.0K
Imc-Chicago, LLC2,599
0.0% of portfolio›$339.8K
Summit Wealth Group LLC / Co2,525
0.0% of portfolio›$330.0K
Briggs Wealth Management, Inc2,467
0.3% of portfolio›$322.5K
Atala Financial Inc2,461
0.2% of portfolio›$321.7K
McKinley Carter Wealth Services, Inc.2,416
0.0% of portfolio›$315.8K
Nvwm, LLC2,316
0.1% of portfolio›$302.8K
Greenfield Seitz Capital Management, LLC2,282
0.1% of portfolio›$298.3K
Farmers & Merchants Trust Co of Long Beach2,237
0.1% of portfolio›$292.4K
Next Level Wealth Planning, LLC2,225
0.1% of portfolio›$290.9K
Parcion Private Wealth LLC2,220
0.0% of portfolio›$290.2K
Vanguard Capital Wealth Advisors2,201
0.2% of portfolio›$287.7K
Legacy Capital Wealth Partners, LLC2,116
0.1% of portfolio›$276.6K
Wealthcare Advisory Partners LLC2,080
0.0% of portfolio›$271.9K
Wedbush Securities Inc2,071
0.0% of portfolio›$271.0K
KBC Group NV2,066
0.0% of portfolio›$270.0K
EverSource Wealth Advisors, LLC2,050
0.0% of portfolio›$268.0K
Robertson Stephens Wealth Management, LLC1,988
0.0% of portfolio›$259.9K
Gamma Investing LLC1,975
0.0% of portfolio›$258.2K
Gateway Investment Advisers LLC1,958
0.0% of portfolio›$256.0K
JGP Wealth Management, LLC1,888
0.0% of portfolio›$246.8K
Flagship Harbor Advisors, LLC1,837
0.0% of portfolio›$240.2K
Arrien Investments, Inc.1,787
0.1% of portfolio›$233.5K
Fifth Third Wealth Advisors LLC1,774
0.0% of portfolio›$231.9K
North Dakota State Investment Board1,720
0.0% of portfolio›$224.9K
Crestwood Advisors Group, LLC1,706
0.0% of portfolio›$223.0K
CIBC Asset Management Inc1,691
0.0% of portfolio›$221.1K
Sterling Capital Management LLC1,668
0.0% of portfolio›$218.1K
Compound Planning, Inc.1,648
0.0% of portfolio›$215.4K
Kingswood Wealth Advisors, LLC1,635
0.0% of portfolio›$213.7K
Waterfront Wealth Inc.1,611
0.0% of portfolio›$222.8K
Brighton Jones LLC1,610
0.0% of portfolio›$210.4K
Kestra Private Wealth Services, LLC1,598
0.0% of portfolio›$209.0K
OpenArc Corporate Advisory, LLC1,562
0.0% of portfolio›$204.2K
Vise Technologies, Inc.1,559
0.0% of portfolio›$203.8K
American National Bank & Trust1,553
0.0% of portfolio›$203.0K
Ferguson Wellman Capital Management, Inc1,532
0.0% of portfolio›$200.3K
IFP Advisors, Inc1,463
0.0% of portfolio›$191.3K
Assetmark, Inc1,382
0.0% of portfolio›$180.7K
Blue Trust, Inc.1,350
0.0% of portfolio›$176.5K
Simplex Trading, LLC1,164
0.0% of portfolio›$152.2K
Asset Dedication, LLC1,065
0.0% of portfolio›$139.2K
Plante Moran Financial Advisors, LLC983
0.0% of portfolio›$128.5K
Pinnacle Wealth Planning Services, Inc.895
0.0% of portfolio›$117.0K
Eastern Bank859
0.0% of portfolio›$112.3K
CX Institutional838
0.0% of portfolio›$110
Mather Group, Llc.827
0.0% of portfolio›$108.1K
Versant Capital Management, Inc799
0.0% of portfolio›$104.5K
Union Savings Bank750
0.0% of portfolio›$98.0K
Clean Yield Group700
0.0% of portfolio›$91.5K
1620 Investment Advisors, Inc.665
0.1% of portfolio›$86.9K
Heritage Family Offices, LLP657
0.0% of portfolio›$85.9K
Parkside Financial Bank & Trust608
0.0% of portfolio›$79.5K
Asset Planning,Inc555
0.0% of portfolio›$72.6K
SJS Investment Consulting Inc.500
0.0% of portfolio›$65.4K
Wilmington Savings Fund Society, FSB500
0.0% of portfolio›$65.4K
Root Financial Partners, LLC380
0.0% of portfolio›$49.7K
Essential Partners LLC319
0.0% of portfolio›$41.7K
StrongBox Wealth, LLC304
0.0% of portfolio›$39.7K
Trust Co of Vermont297
0.0% of portfolio›$38.8K
North Star Investment Management Corp.275
0.0% of portfolio›$36.0K
Physician Wealth Advisors, Inc.271
0.0% of portfolio›$35.4K
Larson Financial Group LLC255
0.0% of portfolio›$33.3K
TD Private Client Wealth LLC251
0.0% of portfolio›$32.8K
MassMutual Private Wealth & Trust, FSB241
0.0% of portfolio›$31.5K
Chilton Capital Management LLC232
0.0% of portfolio›$30.3K
Owl Creek Wealth Partners LLC201
0.0% of portfolio›$26.3K
Independence Bank of Kentucky175
0.0% of portfolio›$22.9K
Private Trust Co NA173
0.0% of portfolio›$22.6K
Birch Financial Group, LLC161
0.0% of portfolio›$21.0K
Richardson Financial Services Inc.155
0.0% of portfolio›$20.3K
True Wealth Design, LLC148
0.0% of portfolio›$19.3K
Manchester Capital Management LLC143
0.0% of portfolio›$18.7K
Elevated Capital Advisors, LLC139
0.0% of portfolio›$18.2K
Cedar Mountain Advisors, LLC134
0.0% of portfolio›$17.5K
Private Wealth Management Group, LLC134
0.0% of portfolio›$17.5K
Tompkins Financial Corp100
0.0% of portfolio›$13.1K
Archer Investment Corp100
0.0% of portfolio›$13.1K
Financial Perspectives, Inc99
0.0% of portfolio›$12.9K
Elyxium Wealth, LLC88
0.0% of portfolio›$11.5K
Triumph Capital Management80
0.0% of portfolio›$10.5K
Dynamic Wealth Strategies, LLC75
0.0% of portfolio›$9.8K
Barrett & Company, Inc.74
0.0% of portfolio›$9.7K
Covestor Ltd70
0.0% of portfolio›$9
Lodestone Wealth Management LLC70
0.0% of portfolio›$9.1K
Mitsubishi UFJ Asset Management Co., Ltd.64
0.0% of portfolio›$8.4K
KFG LLC61
0.0% of portfolio›$8.0K
Jnba Financial Advisors53
0.0% of portfolio›$6.9K
Capital Advisors, Ltd. LLC49
0.0% of portfolio›$6
WPG Advisers, LLC49
0.0% of portfolio›$6.4K
Fortitude Family Office, LLC48
0.0% of portfolio›$6.3K
Farmers & Merchants Investments Inc47
0.0% of portfolio›$6.1K
Elevation Wealth Partners, LLC47
0.0% of portfolio›$6.1K
Rossby Financial, LCC42
0.0% of portfolio›$5.5K
Silver Grove Financial Group, Inc.40
0.0% of portfolio›$5.2K
CoreCap Advisors, LLC38
0.0% of portfolio›$5.0K
Highline Wealth Partners LLC34
0.0% of portfolio›$4.4K
Ares Financial Consulting, LLC31
0.0% of portfolio›$4.1K
GK Wealth Management LLC31
0.0% of portfolio›$4.1K
JFS Wealth Advisors, LLC27
0.0% of portfolio›$3.5K
Signature Equity Partners, LLC25
0.0% of portfolio›$3.3K
Cromwell Holdings LLC24
0.0% of portfolio›$3.1K
First Horizon Corp24
0.0% of portfolio›$3.1K
Copeland Capital Management, LLC19
0.0% of portfolio›$2.5K
Sunrise Financial Services, LLC19
0.0% of portfolio›$2.5K
Montag A & Associates Inc18
0.0% of portfolio›$2.4K
Bell Investment Advisors, Inc17
0.0% of portfolio›$2.2K
James T. Borello RIA16
0.0% of portfolio›$2.1K
Creative Capital Management Investments LLC14
0.0% of portfolio›$1.8K
UMB Private Wealth Management, LLC14
0.0% of portfolio›$1.8K
Grove Bank & Trust14
0.0% of portfolio›$1.8K
Meriwether Wealth & Planning, LLC13
0.0% of portfolio›$1.7K
Avion Wealth12
0.0% of portfolio›$1
Torren Management, LLC12
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$1.3K
Spire Wealth Management9
0.0% of portfolio›$1.2K
Bare Financial Services, Inc9
0.0% of portfolio›$1.2K
Caitong International Asset Management Co., Ltd8
0.0% of portfolio›$1.0K
Proathlete Wealth Management LLC8
0.0% of portfolio›$1.0K
Financial Management Professionals, Inc.6
0.0% of portfolio›$784
Hughes Financial Services, LLC5
0.0% of portfolio›$718
DiNuzzo Private Wealth, Inc.4
0.0% of portfolio›$523
Rosenberg Matthew Hamilton3
0.0% of portfolio›$392
DecisionPoint Financial, LLC2
0.0% of portfolio›$264
Planning Strategies Inc.2
0.0% of portfolio›$261
Buck Wealth Strategies, LLC2
0.0% of portfolio›$261
American Capital Advisory, LLC1
0.0% of portfolio›$131
SBI Securities Co., Ltd.1
0.0% of portfolio›$131
Monetary Solutions, Ltd1
0.0% of portfolio›$131
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
1,657,786$216.7M0.2%GrowthMediumCarouge, Switzerland2026-11-03
Dimensional Fund Advisors LP
775,961$101.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
474,860$62.1M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
422,930$55.3M0.0%CoreLowDes Moines, IA2026-11-02
Anchor Capital Advisors LLC
417,369$54.6M1.7%ValueMediumBoston, MA2026-11-05
Boston Trust Walden Corp
386,904$50.6M0.4%CoreLowBoston, MA2026-10-30
Tema Etfs LLC
242,678$31.7M1.2%GrowthMediumNew York, NY2026-10-16
Deroy & Devereaux Private Investment Counsel Inc
239,006$31.2M3.0%ValueMediumBloomfield Hills, MI2026-10-26
ProShare Advisors LLC
184,144$24.1M0.0%GrowthLowBethesda, MD2026-10-29
Leeward Investments, LLC - MA
150,494$19.7M1.0%Deep ValueLowBoston, MA2026-10-23
Tributary Capital Management, LLC
145,968$19.1M1.7%ValueMediumOmaha, NE2026-10-28
Retirement Systems of Alabama
140,761$18.4M0.1%IndexLowMontgomery, AL2026-11-04
LVM Capital Management LTD
130,299$17.0M1.4%GrowthLowPortage, MI2026-10-20
Citigroup Inc
117,609$15.4M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
107,694$14.1M0.0%IndexVery LowOverland Park, KS2026-11-02
M&G Plc
98,123$12.9M0.1%CoreMediumLondon, United Kingdom2026-11-04
Nisa Investment Advisors, LLC
94,446$12.3M0.0%IndexVery LowSt. Louis, MO2026-10-20
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
93,782$12.3M0.1%CoreLowHarrisburg, PA2026-11-03
Strs Ohio
87,340$11.4M0.0%CoreMediumColumbus, OH2026-10-30
New York State Teachers Retirement System
71,293$9.3M0.0%CoreVery LowAlbany, NY2026-10-22
State of Alaska, Department of Revenue
59,990$7.8K0.0%CoreVery LowJuneau, AK2026-10-15
DekaBank Deutsche Girozentrale
53,858$7.1M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
US Bancorp \de\
46,431$6.1M0.0%IndexLowMinneapolis, MN2026-11-05
Thomas Story & SON LLC
42,567$5.6M1.9%CoreVery LowCulver, IN2026-10-13
Lanark Financial, Inc.
36,789$4.8M0.3%CoreMediumBirmingham, AL2026-10-26
Allspring Global Investments Holdings, LLC
34,693$4.6M0.0%CoreMediumCharlotte, NC2026-11-04
John G Ullman & Associates Inc
31,529$4.1M0.5%CoreLowCorning, NY2026-11-04
Amalgamated Bank
25,843$3.4M0.1%CoreVery LowNew York, NY2026-10-23
Congress Asset Management Co
25,073$3.3M0.0%GrowthMediumBoston, MA2026-10-06
Alps Advisors Inc
24,716$3.2M0.0%YieldLowDenver, CO2026-11-03
Wealth Enhancement Advisory Services, LLC
22,426$3.0M0.0%CoreLowPlymouth, MN2026-10-13
Mutual of America Capital Management LLC
21,078$2.8M0.0%IndexLowNew York, NY2026-10-23
Keybank National Association
20,840$2.7M0.0%CoreLowBrooklyn, OH2026-11-04
State of New Jersey Common Pension Fund D
18,405$2.4M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
17,200$2.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Achmea Investment Management B.V.
16,461$2.2M0.0%CoreMediumZeist, Philippines2026-10-30
Banque Pictet & CIE SA
16,045$2.1M0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Hennion & Walsh Asset Management, Inc.
15,812$2.1M0.1%ValueMediumParsippany, NJ2026-10-13
Arizona State Retirement System
15,608$2.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Oliver Luxxe Assets LLC
15,188$2.0M0.3%ValueMediumGladstone, NJ2026-10-14
Yousif Capital Management, LLC
14,899$1.9M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
State of Michigan Retirement System
13,620$1.8M0.0%IndexLowEast Lansing, MI2026-10-27
RW Investment Management LLC
13,422$1.8M0.2%ETFLowEagle, ID2026-11-03
Thrivent Financial for Lutherans
12,675$1.7M0.0%GARPMediumMinneapolis, MN2026-11-05
Oregon Public Employees Retirement Fund
12,009$1.6M0.0%IndexVery LowTigard, OR2026-10-30
AGP Franklin, LLC
11,251$1.5M0.6%GrowthMediumFranklin, TN2026-11-04
Cambiar Investors LLC
11,053$1.4M0.1%ValueMediumDenver, CO2026-11-04
Oppenheimer Asset Management Inc.
10,930$1.4M0.0%CoreMediumNew York, NY2026-10-27
Truist Financial Corp
10,128$1.3M0.0%CoreLowCharlotte, NC2026-10-30
HB Wealth Management, LLC
9,862$1.3M0.0%IndexVery LowAtlanta, GA2026-10-23
SeaCrest Wealth Management, LLC
9,034$1.2M0.1%GrowthLowPurchase, NY2026-10-21
Inspire Investing, LLC
7,902$1.0M0.0%GARPHighMeridian, ID2026-10-22
Atria Investments, Inc
7,850$1.0M0.0%CoreMediumCharlotte, NC2026-10-15
Clear Creek Financial Management, LLC
7,200$941.2K0.1%ETFMediumSilverdale, WA2026-10-28
Commonwealth Equity Services, LLC
7,042$920.6K0.0%ETFLowWaltham, MA2026-11-02
Teza Capital Management LLC
6,875$898.8K0.8%ValueHighAustin, TX2026-10-23
Everhart Financial Group, Inc.
6,761$883.9K0.1%ETFLowDublin, OH2026-10-08
Xponance LLC
6,499$849.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Spirit of America Management Corp
6,250$817.1K0.2%GARPLowSyosset, NY2026-10-14
Exchange Traded Concepts, LLC
6,200$810.5K0.0%GrowthMediumOklahoma City, OK2026-10-28
Quadrant Capital Group LLC
5,921$811.4K0.0%CoreLowCincinnati, OH2026-10-20
Fulton Bank, N.A.
5,715$747.1K0.0%CoreLowLancaster, PA2026-10-14
D.A. Davidson & Co.
5,648$738.4K0.0%CoreLowGreat Falls, MT2026-10-28
PFG Advisors
5,533$723.3K0.0%ETFMediumPhoenix, AZ2026-10-16
IFM Investors Pty Ltd
5,506$719.8K0.0%IndexVery LowMelbourne, China2026-10-14
James Investment Research, Inc.
5,379$703.2K0.1%CoreLowAlpha, OH2026-10-22
Parallel Advisors, LLC
5,334$697.3K0.0%IndexLowSan Francisco, CA2026-11-03
Bahl & Gaynor LLC
5,000$653.7K0.0%CoreLowCincinnati, OH2026-11-05
Murphy, Middleton, Hinkle & Parker, Inc.
4,947$646.7K0.3%CoreVery HighThomasville, GA2026-10-15
Nfsg Corp
4,876$637.4K0.1%Agg GrowthMediumBoca Raton, FL2026-10-15
Kingdom Financial Group Llc.
4,676$611.3K0.2%ETFMediumPeoria, AZ2026-11-04
Citizens Financial Group Inc
4,511$589.7K0.0%GrowthLowProvidence, RI2026-10-23
Crossmark Global Holdings, Inc.
4,462$583.3K0.0%GARPMediumHouston, TX2026-10-21
Signaturefd, LLC
4,161$544.0K0.0%IndexLowAtlanta, GA2026-10-23
Cambridge Investment Research Advisors, Inc.
4,125$539.0K0.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
3,951$516.6K0.0%CoreLowAustin, TX2026-11-02
Swiss Life Asset Management Ltd
3,727$487.2K0.0%CoreLowZurich, Switzerland2026-11-03
Perigon Wealth Management, LLC
3,659$478.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Welch Group, LLC
3,656$477.9K0.0%CoreVery LowBirmingham, AL2026-10-29
Park Avenue Securities LLC
3,608$472.0K0.0%ETFMediumNew York, NY2026-10-26
Ethic Inc.
3,531$461.6K0.0%CoreLowNew York, NY2026-11-03
Chicago Partners Investment Group LLC
3,487$490.6K0.0%GARPLowChicago, IL2026-10-27
Regions Financial Corp
3,303$431.8K0.0%CoreLowBirmingham, AL2026-11-05
Farther Finance Advisors, LLC
3,261$426.3K0.0%IndexLowSan Francisco, CA2026-10-08
Evergreen Capital Management LLC
3,131$409.3K0.0%GARPMediumBellevue, WA2026-10-23
Kentucky Trust Co
3,100$405.3K0.2%CoreVery LowDanville, KY2026-10-15
AlphaCore Capital LLC
2,925$382.4K0.0%ETFLowLa Jolla, CA2026-11-04
Trust Point Inc.
2,917$381.3K0.0%CoreMediumLa Crosse, WI2026-10-27
Moody Aldrich Partners LLC
2,877$376.1K0.1%ValueHighMarblehead, MA2026-10-27
Lido Advisors, LLC
2,848$372.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Convergence Financial, LLC
2,837$370.9K0.1%ETFMediumColumbia, MO2026-10-27
Provenance Wealth Advisors, LLC
2,732$357.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Apollon Wealth Management, LLC
2,654$347.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Imc-Chicago, LLC
2,599$339.8K0.0%GARPVery HighChicago, IL2026-11-05
Summit Wealth Group LLC / Co
2,525$330.0K0.0%ETFHighColorado Springs, CO2026-10-29
Briggs Wealth Management, Inc
2,467$322.5K0.3%ETFLowGlastonbury, CT2026-10-26
Atala Financial Inc
2,461$321.7K0.2%CoreLowCalabasas, CA2026-10-22
McKinley Carter Wealth Services, Inc.
2,416$315.8K0.0%ETFMediumWheeling, WV2026-10-16
Nvwm, LLC
2,316$302.8K0.1%GrowthMediumYardley, PA2026-10-14
Greenfield Seitz Capital Management, LLC
2,282$298.3K0.1%GARPLowDallas, TX2026-10-29
Farmers & Merchants Trust Co of Long Beach
2,237$292.4K0.1%CoreVery LowLong Beach, CA2026-10-22
Next Level Wealth Planning, LLC
2,225$290.9K0.1%ETFVery LowMeridian, ID2026-10-29
Parcion Private Wealth LLC
2,220$290.2K0.0%CoreMediumBellevue, WA2026-10-28
Vanguard Capital Wealth Advisors
2,201$287.7K0.2%GrowthMediumDenver, CO2026-10-16
Legacy Capital Wealth Partners, LLC
2,116$276.6K0.1%CoreMediumLittle Rock, AR2026-10-21
Wealthcare Advisory Partners LLC
2,080$271.9K0.0%ETFLowWest Chester, PA2026-10-21
Wedbush Securities Inc
2,071$271.0K0.0%CoreLowPasadena, CA2026-10-22
KBC Group NV
2,066$270.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
EverSource Wealth Advisors, LLC
2,050$268.0K0.0%CoreMediumBirmingham, AL2026-11-04
Robertson Stephens Wealth Management, LLC
1,988$259.9K0.0%ETFMediumSan Francisco, CA2026-10-16
Gamma Investing LLC
1,975$258.2K0.0%IndexVery LowFoster City, CA2026-10-08
Gateway Investment Advisers LLC
1,958$256.0K0.0%GrowthLowCincinnati, OH2026-10-13
JGP Wealth Management, LLC
1,888$246.8K0.0%CoreLowBend, OR2026-10-13
Flagship Harbor Advisors, LLC
1,837$240.2K0.0%ETFMediumBoston, MA2026-10-26
Arrien Investments, Inc.
1,787$233.5K0.1%ETFLowBoise, ID2026-10-30
Fifth Third Wealth Advisors LLC
1,774$231.9K0.0%IndexVery LowCincinnati, OH2026-10-22
North Dakota State Investment Board
1,720$224.9K0.0%GrowthMediumBismarck, ND2026-10-27
Crestwood Advisors Group, LLC
1,706$223.0K0.0%GrowthLowBoston, MA2026-10-27
CIBC Asset Management Inc
1,691$221.1K0.0%GARPLowToronto, South Africa2026-11-05
Sterling Capital Management LLC
1,668$218.1K0.0%GARPMediumCharlotte, NC2026-10-22
Compound Planning, Inc.
1,648$215.4K0.0%CoreLowNew York, NY2026-11-05
Kingswood Wealth Advisors, LLC
1,635$213.7K0.0%GrowthLowSan Diego, CA2026-10-23
Waterfront Wealth Inc.
1,611$222.8K0.0%ValueLowOverland Park, KS2026-11-03
Brighton Jones LLC
1,610$210.4K0.0%CoreVery LowSeattle, WA2026-11-03
Kestra Private Wealth Services, LLC
1,598$209.0K0.0%GrowthLowAustin, TX2026-10-30
OpenArc Corporate Advisory, LLC
1,562$204.2K0.0%GrowthLowAtlanta, GA2026-10-21
Vise Technologies, Inc.
1,559$203.8K0.0%IndexLowNew York, NY2026-10-29
American National Bank & Trust
1,553$203.0K0.0%CoreVery LowWichita Falls, TX2026-10-07
Ferguson Wellman Capital Management, Inc
1,532$200.3K0.0%CoreLowPortland, OR2026-10-05
IFP Advisors, Inc
1,463$191.3K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
1,382$180.7K0.0%ETFLowConcord, CA2026-10-21
Blue Trust, Inc.
1,350$176.5K0.0%ETFLowBrentwood, TN2026-10-15
Simplex Trading, LLC
1,164$152.2K0.0%CoreVery HighChicago, IL2026-11-04
Asset Dedication, LLC
1,065$139.2K0.0%ETFLowSan Francisco, CA2026-11-03
Plante Moran Financial Advisors, LLC
983$128.5K0.0%ETFVery LowSouthfield, MI2026-11-04
Pinnacle Wealth Planning Services, Inc.
895$117.0K0.0%GARPLowMansfield, OH2026-10-27
Eastern Bank
859$112.3K0.0%GrowthMediumBoston, MA2026-10-05
CX Institutional
838$1100.0%CoreMediumAuburn, IN2026-10-02
Mather Group, Llc.
827$108.1K0.0%ETFMediumChicago, IL2026-10-14
Versant Capital Management, Inc
799$104.5K0.0%GARPLowPhoenix, AZ2026-10-02
Union Savings Bank
750$98.0K0.0%CoreLowLitchfield, CT2026-10-14
Clean Yield Group
700$91.5K0.0%CoreLowNorwich, VT2026-10-28
1620 Investment Advisors, Inc.
665$86.9K0.1%ValueLowPlymouth, MA2026-11-04
Heritage Family Offices, LLP
657$85.9K0.0%GrowthHighScottsdale, AZ2026-11-02
Parkside Financial Bank & Trust
608$79.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Asset Planning,Inc
555$72.6K0.0%CoreVery LowLos Alamitos, CA2026-10-26
SJS Investment Consulting Inc.
500$65.4K0.0%ETFVery LowSylvania, OH2026-10-26
Wilmington Savings Fund Society, FSB
500$65.4K0.0%CoreLowWilmington, DE2026-10-23
Root Financial Partners, LLC
380$49.7K0.0%ETFMediumEncinitas, CA2026-10-21
Essential Partners LLC
319$41.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
StrongBox Wealth, LLC
304$39.7K0.0%GrowthLowLee'S Summit, MO2026-11-02
Trust Co of Vermont
297$38.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
North Star Investment Management Corp.
275$36.0K0.0%CoreLowChicago, IL2026-10-27
Physician Wealth Advisors, Inc.
271$35.4K0.0%ETFMediumMidvale, UT2026-10-20
Larson Financial Group LLC
255$33.3K0.0%GrowthLowSt Louis, MO2026-11-05
TD Private Client Wealth LLC
251$32.8K0.0%ETFLowNew York, NY2026-10-28
MassMutual Private Wealth & Trust, FSB
241$31.5K0.0%CoreLowSpringfield, MA2026-10-05
Chilton Capital Management LLC
232$30.3K0.0%GrowthMediumHouston, TX2026-10-28
Owl Creek Wealth Partners LLC
201$26.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Independence Bank of Kentucky
175$22.9K0.0%GrowthLowOwensboro, KY2026-10-26
Private Trust Co NA
173$22.6K0.0%CoreLowCleveland, OH2026-10-20
Birch Financial Group, LLC
161$21.0K0.0%CoreLowKeene, NH2026-10-27
Richardson Financial Services Inc.
155$20.3K0.0%GrowthMediumMedway, MA2026-10-30
True Wealth Design, LLC
148$19.3K0.0%ETFMediumAkron, OH2026-10-13
Manchester Capital Management LLC
143$18.7K0.0%CoreLowManchester, VT2026-10-22
Elevated Capital Advisors, LLC
139$18.2K0.0%ETFMediumSandy, UT2026-11-04
Cedar Mountain Advisors, LLC
134$17.5K0.0%ETFVery LowLake Oswego, OR2026-10-15
Private Wealth Management Group, LLC
134$17.5K0.0%ETFLowPrinceton, NJ2026-10-19
Tompkins Financial Corp
100$13.1K0.0%CoreLowIthaca, NY2026-10-05
Archer Investment Corp
100$13.1K0.0%CoreMediumCarmel, IN2026-11-05
Financial Perspectives, Inc
99$12.9K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Elyxium Wealth, LLC
88$11.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Triumph Capital Management
80$10.5K0.0%ETFMediumDenver, CO2026-10-14
Dynamic Wealth Strategies, LLC
75$9.8K0.0%ETFLowGranite Bay, CA2026-10-16
Barrett & Company, Inc.
74$9.7K0.0%ETFLowProvidence, RI2026-10-22
Covestor Ltd
70$90.0%ValueHighLondon, United Kingdom2026-10-30
Lodestone Wealth Management LLC
70$9.1K0.0%CoreLowSpokane, WA2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
64$8.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
KFG LLC
61$8.0K0.0%ETFN/ARapid City, SD2026-11-02
Jnba Financial Advisors
53$6.9K0.0%ETFMediumBloomington, MN2026-11-03
Capital Advisors, Ltd. LLC
49$60.0%ETFLowShaker Heights, OH2026-10-27
WPG Advisers, LLC
49$6.4K0.0%CoreLowBaltimore, MD2026-10-27
Fortitude Family Office, LLC
48$6.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Farmers & Merchants Investments Inc
47$6.1K0.0%CoreVery LowLincoln, NE2026-10-22
Elevation Wealth Partners, LLC
47$6.1K0.0%ETFLowWalnut Creek, CA2026-10-07
Rossby Financial, LCC
42$5.5K0.0%ETFMediumMelbourne, FL2026-11-05
Silver Grove Financial Group, Inc.
40$5.2K0.0%CoreMediumOrchard Park, NY2026-11-05
CoreCap Advisors, LLC
38$5.0K0.0%ETFMediumSouthfield, MI2026-10-08
Highline Wealth Partners LLC
34$4.4K0.0%ETFMediumSherman Oaks, CA2026-10-19
Ares Financial Consulting, LLC
31$4.1K0.0%CoreLowCalabasas, CA2026-10-19
GK Wealth Management LLC
31$4.1K0.0%GARPVery HighReno, NV2026-10-09
JFS Wealth Advisors, LLC
27$3.5K0.0%ETFVery LowHermitage, PA2026-11-03
Signature Equity Partners, LLC
25$3.3K0.0%GrowthMediumColumbus, OH2026-10-29
Cromwell Holdings LLC
24$3.1K0.0%IndexLowJackson, WY2026-10-28
First Horizon Corp
24$3.1K0.0%CoreLowMemphis, TN2026-10-26
Copeland Capital Management, LLC
19$2.5K0.0%ValueMediumConshohocken, PA2026-10-13
Sunrise Financial Services, LLC
19$2.5K0.0%ETFMediumBurien, WA2026-10-21
Montag A & Associates Inc
18$2.4K0.0%CoreLowAtlanta, GA2026-10-29
Bell Investment Advisors, Inc
17$2.2K0.0%ETFVery LowOrinda, CA2026-10-29
James T. Borello RIA
16$2.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
Creative Capital Management Investments LLC
14$1.8K0.0%ETFLowSan Diego, CA2026-10-28
UMB Private Wealth Management, LLC
14$1.8K0.0%GrowthN/AKansas City, MO2026-10-19
Grove Bank & Trust
14$1.8K0.0%ETFLowMiami, FL2026-10-08
Meriwether Wealth & Planning, LLC
13$1.7K0.0%ETFMediumMinden, LA2026-10-13
Avion Wealth
12$10.0%ETFLowThe Woodlands, TX2026-11-04
Torren Management, LLC
12$1.5K0.0%ETFMediumSan Diego, CA2026-10-29
Bay Harbor Wealth Management, LLC
10$1.3K0.0%ETFMediumHunt Valley, MD2026-11-03
Spire Wealth Management
9$1.2K0.0%GrowthMediumMclean, VA2026-10-30
Bare Financial Services, Inc
9$1.2K0.0%ETFVery LowGap, PA2026-11-04
Caitong International Asset Management Co., Ltd
8$1.0K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Proathlete Wealth Management LLC
8$1.0K0.0%ETFVery LowBoca Raton, FL2026-10-15
Financial Management Professionals, Inc.
6$7840.0%ETFMediumAustin, TX2026-10-23
Hughes Financial Services, LLC
5$7180.0%ETFLowHerndon, VA2026-10-30
DiNuzzo Private Wealth, Inc.
4$5230.0%ETFLowBeaver, PA2026-10-16
Rosenberg Matthew Hamilton
3$3920.0%ETFVery LowGrand Junction, CO2026-10-05
DecisionPoint Financial, LLC
2$2640.0%ETFVery LowMesa, AZ2026-10-27
Planning Strategies Inc.
2$2610.0%ETFN/ALancaster, PA2026-10-02
Buck Wealth Strategies, LLC
2$2610.0%ValueMediumDenver, CO2026-10-28
American Capital Advisory, LLC
1$1310.0%ETFLowKetchum, ID2026-10-28
SBI Securities Co., Ltd.
1$1310.0%Agg GrowthLowTokyo, Mexico2026-10-22
Monetary Solutions, Ltd
1$1310.0%ETFVery LowDayton, OH2026-10-22