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Imperial Oil LTD (IMO)

CUSIP: 453038408 | NYSE | Energy · Oil & Gas Integrated | Large Cap | 1122 institutional holders

Quarters

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

TD Waterhouse Canada Inc.734,540
0.2% of portfolio›$91.0M
Dimensional Fund Advisors LP698,788
0.0% of portfolio›$86.0M
MacKenzie Financial Corp488,312
0.1% of portfolio›$60.0M
Citigroup Inc146,457
0.0% of portfolio›$18.1M
Guardian Partners Inc.135,525
1.5% of portfolio›$16.7M
Achmea Investment Management B.V.95,044
0.1% of portfolio›$11.7M
Triasima Portfolio Management inc.61,265
1.0% of portfolio›$7.6M
Creative Planning61,185
0.0% of portfolio›$7.5M
Pictet Asset Management Holding SA58,588
0.0% of portfolio›$7.2M
DekaBank Deutsche Girozentrale37,870
0.0% of portfolio›$4.6M
Burney Co/36,916
0.1% of portfolio›$4.5M
Plancorp, LLC36,533
0.1% of portfolio›$5.0M
Azzad Asset Management Inc34,582
0.4% of portfolio›$4.3M
111 Capital34,366
0.6% of portfolio›$4.2M
AGF Management LTD29,314
0.0% of portfolio›$3.7M
Gold Investment Management Ltd.28,453
1.0% of portfolio›$3.5M
Beutel, Goodman & Co Ltd.22,817
0.0% of portfolio›$2.8M
Vise Technologies, Inc.22,598
0.0% of portfolio›$2.8M
Swiss Life Asset Management Ltd22,326
0.0% of portfolio›$2.8M
Quadrant Capital Group LLC17,418
0.1% of portfolio›$2.2M
Y-Intercept (Hong Kong) Ltd17,088
0.0% of portfolio›$2.1M
Principal Financial Group Inc16,889
0.0% of portfolio›$2.1M
Klein Pavlis & Peasley Financial, Inc.15,114
0.9% of portfolio›$1.9M
Genus Capital Management Inc.13,878
0.2% of portfolio›$1.7M
Gulf International Bank (UK) Ltd12,934
0.1% of portfolio›$1.6M
Hara Capital LLC12,330
0.7% of portfolio›$1.5M
Fideuram Asset Management (Ireland) dac12,032
0.0% of portfolio›$2.1M
Blue Trust, Inc.11,980
0.0% of portfolio›$1.5M
Searle & Co.10,000
0.3% of portfolio›$1.2M
Ashton Thomas Private Wealth, LLC9,661
0.0% of portfolio›$1.2M
Atria Investments, Inc9,040
0.0% of portfolio›$1.1M
Cidel Asset Management Inc9,000
0.1% of portfolio›$1.1M
Commonwealth Equity Services, LLC8,995
0.0% of portfolio›$1.1M
Patten & Patten Inc8,750
0.1% of portfolio›$1.1M
Kestra Advisory Services, LLC8,589
0.0% of portfolio›$1.1M
Mraz, Amerine & Associates, Inc.8,435
0.2% of portfolio›$1.0M
Fruth Investment Management8,400
0.0% of portfolio›$1.0K
Addenda Capital Inc.8,300
0.0% of portfolio›$1.5M
Signaturefd, LLC8,107
0.0% of portfolio›$997.5K
Candriam S.C.A.7,440
0.0% of portfolio›$920.4K
Pacifica Partners Inc.7,030
0.3% of portfolio›$868.6K
Parallel Advisors, LLC6,974
0.0% of portfolio›$858.1K
Foundation Resource Management Inc6,945
0.1% of portfolio›$854.6K
Kathmere Capital Management, LLC6,889
0.0% of portfolio›$847.7K
Fractal Investments LLC6,610
0.1% of portfolio›$813.4K
First Horizon Corp6,074
0.0% of portfolio›$747.4K
D.A. Davidson & Co.5,804
0.0% of portfolio›$714.3K
Diversified Enterprises, LLC5,320
0.0% of portfolio›$654.6K
Farther Finance Advisors, LLC5,310
0.0% of portfolio›$653.4K
Financial & Tax Architects, LLC5,187
0.1% of portfolio›$638.3K
Aprio Wealth Management, LLC4,890
0.0% of portfolio›$601.7K
UniSuper Management Pty Ltd4,888
0.0% of portfolio›$855.4K
Meixler Investment Management, Ltd.4,711
0.3% of portfolio›$579.7K
Baker Ellis Asset Management LLC4,600
0.1% of portfolio›$566.0K
Lido Advisors, LLC4,543
0.0% of portfolio›$559.1K
Beaumont Financial Advisors, LLC4,224
0.0% of portfolio›$519.7K
Wealth Enhancement Advisory Services, LLC4,147
0.0% of portfolio›$509.2K
IFP Advisors, Inc3,957
0.0% of portfolio›$486.9K
Caitong International Asset Management Co., Ltd3,899
0.0% of portfolio›$479.8K
Wealth Architects, LLC3,838
0.0% of portfolio›$472.3K
Baron Wealth Management LLC3,769
0.1% of portfolio›$463.8K
State of Wyoming3,329
0.0% of portfolio›$410.0K
Canopy Partners, LLC3,303
0.1% of portfolio›$406.4K
Ethic Inc.3,264
0.0% of portfolio›$401.6K
D'Orazio & Associates, Inc.3,159
0.0% of portfolio›$388.7K
Rempart Asset Management Inc.3,050
0.1% of portfolio›$341.8K
Continuum Wealth Advisors, LLC2,950
0.1% of portfolio›$363.0K
Henry James International Management Inc.2,881
0.1% of portfolio›$354.5K
Generali Asset Management SPA SGR2,810
0.0% of portfolio›$491.8K
PDS Planning, Inc2,802
0.0% of portfolio›$344.8K
Cigna Investments Inc2,701
0.1% of portfolio›$333.0K
Apella Capital, LLC2,512
0.0% of portfolio›$299.6K
Contravisory Investment Management, Inc.2,484
0.1% of portfolio›$305.7K
EverSource Wealth Advisors, LLC2,434
0.0% of portfolio›$299.5K
Olympiad Research LP2,428
0.4% of portfolio›$298.8K
Mirador Capital Partners LP2,322
0.0% of portfolio›$285.7K
Argyle Capital Management, LLC2,200
0.1% of portfolio›$270.7K
Ascent Group, LLC2,186
0.0% of portfolio›$269.0K
Angeles Wealth Management, LLC2,120
0.0% of portfolio›$262.2K
J. Safra Sarasin Holding AG1,953
0.0% of portfolio›$240.7K
Nicholas Hoffman & Company, Llc.1,901
0.0% of portfolio›$233.9K
Evergreen Capital Management LLC1,888
0.0% of portfolio›$233.5K
Hanson & Doremus Investment Management1,822
0.0% of portfolio›$224
Wilmington Savings Fund Society, FSB1,800
0.0% of portfolio›$221.5K
Sanders Morris Harris LLC1,800
0.0% of portfolio›$221.1K
Safir Wealth Advisors, LLC1,800
0.1% of portfolio›$221.5K
Breakwater Capital Group1,782
0.0% of portfolio›$219.3K
Venture Visionary Partners LLC1,770
0.0% of portfolio›$217.8K
Stronghold Wealth Management L.L.C.1,711
0.3% of portfolio›$210.5K
Keybank National Association1,702
0.0% of portfolio›$209.4K
Lazari Capital Management, Inc.1,665
0.1% of portfolio›$204.9K
Brighton Jones LLC1,651
0.0% of portfolio›$203.2K
Oakworth Capital, Inc.1,300
0.0% of portfolio›$160.0K
Cromwell Holdings LLC1,141
0.1% of portfolio›$141.1K
Eastern Bank1,000
0.0% of portfolio›$123.1K
Simplex Trading, LLC961
0.0% of portfolio›$118.3K
CoreCap Advisors, LLC924
0.0% of portfolio›$113.7K
Washington Trust Advisors, Inc.780
0.0% of portfolio›$96.0K
Spire Wealth Management737
0.0% of portfolio›$90.7K
Assetmark, Inc689
0.0% of portfolio›$84.8K
Westside Investment Management, Inc.426
0.0% of portfolio›$53.5K
MassMutual Private Wealth & Trust, FSB352
0.0% of portfolio›$43.3K
PFS Partners, LLC301
0.0% of portfolio›$37.1K
Mondrian Investment Partners LTD281
0.0% of portfolio›$49.2K
Sawyer & Company, Inc222
0.0% of portfolio›$27.3K
Root Financial Partners, LLC158
0.0% of portfolio›$19.4K
Pinnacle Wealth Planning Services, Inc.149
0.0% of portfolio›$18.3K
MJT & Associates Financial Advisory Group, Inc.116
0.0% of portfolio›$14.3K
Financial Consulate, Inc93
0.0% of portfolio›$11.5K
JFS Wealth Advisors, LLC87
0.0% of portfolio›$10.7K
Montag A & Associates Inc83
0.0% of portfolio›$10.3K
Gen-Wealth Partners Inc72
0.0% of portfolio›$8.9K
Parkside Financial Bank & Trust68
0.0% of portfolio›$8.4K
Mather Group, Llc.68
0.0% of portfolio›$8.4K
Brown, Lisle Ings, Inc.62
0.0% of portfolio›$7.6K
Bell Investment Advisors, Inc56
0.0% of portfolio›$6.9K
FNY Investment Advisers, LLC50
0.0% of portfolio›$6
Toth Financial Advisory Corp48
0.0% of portfolio›$5.9K
TD Private Client Wealth LLC41
0.0% of portfolio›$5.0K
Private Trust Co NA40
0.0% of portfolio›$4.9K
North Star Investment Management Corp.39
0.0% of portfolio›$4.8K
SBI Securities Co., Ltd.37
0.0% of portfolio›$4.6K
Bare Financial Services, Inc33
0.0% of portfolio›$4.1K
True Wealth Design, LLC30
0.0% of portfolio›$3.7K
Physician Wealth Advisors, Inc.29
0.0% of portfolio›$3.6K
Abound Wealth Management25
0.0% of portfolio›$3.1K
Trifecta Capital Advisors, LLC23
0.0% of portfolio›$2.8K
Provenance Wealth Advisors, LLC18
0.0% of portfolio›$2.2K
Jnba Financial Advisors16
0.0% of portfolio›$2.0K
Evolution Wealth Management Inc.16
0.0% of portfolio›$2.0K
Ascentis Wealth Management, LLC14
0.0% of portfolio›$1.7K
Center for Financial Planning, Inc.11
0.0% of portfolio›$1.4K
Gamma Investing LLC11
0.0% of portfolio›$1.4K
Nvest Wealth Strategies, Inc.8
0.0% of portfolio›$986
Godsey & Gibb, Inc8
0.0% of portfolio›$985
Mosley Wealth Management8
0.0% of portfolio›$1.0K
Clark Wealth Partners7
0.0% of portfolio›$866
Albion Financial Group7
0.0% of portfolio›$907
Decker Retirement Planning Inc.7
0.0% of portfolio›$876
StrongBox Wealth, LLC7
0.0% of portfolio›$861
Nemes Rush Group LLC4
0.0% of portfolio›$492
Highline Wealth Partners LLC4
0.0% of portfolio›$492
MV Capital Management, Inc.3
0.0% of portfolio›$370
Meriwether Wealth & Planning, LLC3
0.0% of portfolio›$369
Tounjian Advisory Partners, LLC1
0.0% of portfolio›$84
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$37
StyleTurnoverLocationFiled
TD Waterhouse Canada Inc.
734,540$91.0M0.2%CoreLowToronto, Australia2026-10-16
Dimensional Fund Advisors LP
698,788$86.0M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
488,312$60.0M0.1%CoreMediumToronto Ontario, Australia2026-11-02
Citigroup Inc
146,457$18.1M0.0%CoreMediumNew York, NY2026-11-04
Guardian Partners Inc.
135,525$16.7M1.5%ValueMediumToronto, South Africa2026-10-21
Achmea Investment Management B.V.
95,044$11.7M0.1%CoreMediumZeist, Philippines2026-10-30
Triasima Portfolio Management inc.
61,265$7.6M1.0%MomentumHighMontreal, Austria2026-10-15
Creative Planning
61,185$7.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Pictet Asset Management Holding SA
58,588$7.2M0.0%GrowthMediumCarouge, Switzerland2026-11-03
DekaBank Deutsche Girozentrale
37,870$4.6M0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Burney Co/
36,916$4.5M0.1%GARPMediumReston, VA2026-10-15
Plancorp, LLC
36,533$5.0M0.1%ETFLowSaint Louis, MO2026-11-03
Azzad Asset Management Inc
34,582$4.3M0.4%GrowthMediumFalls Church, VA2026-11-04
111 Capital
34,366$4.2M0.6%CoreVery HighParis, India2026-11-03
AGF Management LTD
29,314$3.7M0.0%GrowthHighToronto, Australia2026-11-03
Gold Investment Management Ltd.
28,453$3.5M1.0%GARPVery LowEdmonton, Abu Dhabi2026-10-19
Beutel, Goodman & Co Ltd.
22,817$2.8M0.0%ValueMediumToronto, Australia2026-11-04
Vise Technologies, Inc.
22,598$2.8M0.0%IndexLowNew York, NY2026-10-29
Swiss Life Asset Management Ltd
22,326$2.8M0.0%CoreLowZurich, Switzerland2026-11-03
Quadrant Capital Group LLC
17,418$2.2M0.1%CoreLowCincinnati, OH2026-10-20
Y-Intercept (Hong Kong) Ltd
17,088$2.1M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Principal Financial Group Inc
16,889$2.1M0.0%CoreLowDes Moines, IA2026-11-02
Klein Pavlis & Peasley Financial, Inc.
15,114$1.9M0.9%ValueMediumIrvine, CA2026-10-13
Genus Capital Management Inc.
13,878$1.7M0.2%GARPHighVancouver, UAE2026-11-04
Gulf International Bank (UK) Ltd
12,934$1.6M0.1%CoreVery LowLondon, United Kingdom2026-10-20
Hara Capital LLC
12,330$1.5M0.7%Deep ValueMediumBellevue, WA2026-10-30
Fideuram Asset Management (Ireland) dac
12,032$2.1M0.0%CoreHighDublin 1, Lithuania2026-10-29
Blue Trust, Inc.
11,980$1.5M0.0%ETFLowBrentwood, TN2026-10-15
Searle & Co.
10,000$1.2M0.3%CoreLowGreenwich, CT2026-11-04
Ashton Thomas Private Wealth, LLC
9,661$1.2M0.0%CoreMediumScottsdale, AZ2026-11-03
Atria Investments, Inc
9,040$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Cidel Asset Management Inc
9,000$1.1M0.1%CoreMediumToronto, Australia2026-10-29
Commonwealth Equity Services, LLC
8,995$1.1M0.0%ETFLowWaltham, MA2026-11-02
Patten & Patten Inc
8,750$1.1M0.1%CoreLowChattanooga, TN2026-10-26
Kestra Advisory Services, LLC
8,589$1.1M0.0%CoreLowAustin, TX2026-11-02
Mraz, Amerine & Associates, Inc.
8,435$1.0M0.2%Deep ValueLowModesto, CA2026-10-30
Fruth Investment Management
8,400$1.0K0.0%CoreVery LowHouston, TX2026-10-13
Addenda Capital Inc.
8,300$1.5M0.0%GARPLowMontreal, Austria2026-10-13
Signaturefd, LLC
8,107$997.5K0.0%IndexLowAtlanta, GA2026-10-23
Candriam S.C.A.
7,440$920.4K0.0%GrowthMediumStrassen, Netherlands2026-11-03
Pacifica Partners Inc.
7,030$868.6K0.3%CoreLowSurrey, South Africa2026-10-09
Parallel Advisors, LLC
6,974$858.1K0.0%IndexLowSan Francisco, CA2026-11-03
Foundation Resource Management Inc
6,945$854.6K0.1%ValueLowLittle Rock, AR2026-10-19
Kathmere Capital Management, LLC
6,889$847.7K0.0%ETFLowWayne, PA2026-10-20
Fractal Investments LLC
6,610$813.4K0.1%YieldLowGlastonbury, CT2026-10-28
First Horizon Corp
6,074$747.4K0.0%CoreLowMemphis, TN2026-10-26
D.A. Davidson & Co.
5,804$714.3K0.0%CoreLowGreat Falls, MT2026-10-28
Diversified Enterprises, LLC
5,320$654.6K0.0%ETFVery LowWilmington, DE2026-10-19
Farther Finance Advisors, LLC
5,310$653.4K0.0%IndexLowSan Francisco, CA2026-10-08
Financial & Tax Architects, LLC
5,187$638.3K0.1%CoreHighSt Louis, MO2026-10-15
Aprio Wealth Management, LLC
4,890$601.7K0.0%ETFMediumAtlanta, GA2026-10-28
UniSuper Management Pty Ltd
4,888$855.4K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Meixler Investment Management, Ltd.
4,711$579.7K0.3%YieldMediumShow Low, AZ2026-11-03
Baker Ellis Asset Management LLC
4,600$566.0K0.1%GARPVery LowVancouver, WA2026-10-14
Lido Advisors, LLC
4,543$559.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Beaumont Financial Advisors, LLC
4,224$519.7K0.0%GrowthMediumNeedham, MA2026-10-22
Wealth Enhancement Advisory Services, LLC
4,147$509.2K0.0%CoreLowPlymouth, MN2026-10-13
IFP Advisors, Inc
3,957$486.9K0.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
3,899$479.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Wealth Architects, LLC
3,838$472.3K0.0%ETFVery LowMountain View, CA2026-11-03
Baron Wealth Management LLC
3,769$463.8K0.1%CoreLowTroy, MI2026-10-27
State of Wyoming
3,329$410.0K0.0%ValueHighCheyenne, WY2026-10-28
Canopy Partners, LLC
3,303$406.4K0.1%GrowthLowCincinnati, OH2026-10-28
Ethic Inc.
3,264$401.6K0.0%CoreLowNew York, NY2026-11-03
D'Orazio & Associates, Inc.
3,159$388.7K0.0%ETFLowVienna, VA2026-11-04
Rempart Asset Management Inc.
3,050$341.8K0.1%ValueVery LowMontreal, South Africa2026-10-20
Continuum Wealth Advisors, LLC
2,950$363.0K0.1%ETFMediumSaratoga Springs, NY2026-10-20
Henry James International Management Inc.
2,881$354.5K0.1%GARPLowNew York, NY2026-10-14
Generali Asset Management SPA SGR
2,810$491.8K0.0%CoreLowTrieste, Latvia2026-10-26
PDS Planning, Inc
2,802$344.8K0.0%IndexVery LowDublin, OH2026-11-03
Cigna Investments Inc
2,701$333.0K0.1%CoreVery LowBloomfield, CT2026-10-19
Apella Capital, LLC
2,512$299.6K0.0%ETFVery LowWest Hartford, CT2026-10-08
Contravisory Investment Management, Inc.
2,484$305.7K0.1%MomentumHighNorwell, MA2026-10-13
EverSource Wealth Advisors, LLC
2,434$299.5K0.0%CoreMediumBirmingham, AL2026-11-04
Olympiad Research LP
2,428$298.8K0.4%Deep ValueVery HighStamford, CT2026-11-04
Mirador Capital Partners LP
2,322$285.7K0.0%GrowthMediumPleasanton, CA2026-10-09
Argyle Capital Management, LLC
2,200$270.7K0.1%ValueVery LowCenter Valley, PA2026-10-28
Ascent Group, LLC
2,186$269.0K0.0%CoreLowVirginia Beach, VA2026-10-30
Angeles Wealth Management, LLC
2,120$262.2K0.0%ETFLowSanta Monica, CA2026-10-26
J. Safra Sarasin Holding AG
1,953$240.7K0.0%CoreMediumBasel, Switzerland2026-10-26
Nicholas Hoffman & Company, Llc.
1,901$233.9K0.0%ETFVery LowAtlanta, GA2026-10-30
Evergreen Capital Management LLC
1,888$233.5K0.0%GARPMediumBellevue, WA2026-10-23
Hanson & Doremus Investment Management
1,822$2240.0%CoreVery LowBurlington, VT2026-10-16
Wilmington Savings Fund Society, FSB
1,800$221.5K0.0%CoreLowWilmington, DE2026-10-23
Sanders Morris Harris LLC
1,800$221.1K0.0%GARPLowHouston, TX2026-10-14
Safir Wealth Advisors, LLC
1,800$221.5K0.1%ETFVery LowGreenland, NH2026-10-16
Breakwater Capital Group
1,782$219.3K0.0%ETFLowParamus, NJ2026-10-09
Venture Visionary Partners LLC
1,770$217.8K0.0%CoreLowSylvania, OH2026-10-07
Stronghold Wealth Management L.L.C.
1,711$210.5K0.3%CoreLowTampa, FL2026-10-16
Keybank National Association
1,702$209.4K0.0%CoreLowBrooklyn, OH2026-11-04
Lazari Capital Management, Inc.
1,665$204.9K0.1%GrowthLowBurbank, CA2026-10-20
Brighton Jones LLC
1,651$203.2K0.0%CoreVery LowSeattle, WA2026-11-03
Oakworth Capital, Inc.
1,300$160.0K0.0%ETFLowBirmingham, AL2026-10-26
Cromwell Holdings LLC
1,141$141.1K0.1%IndexLowJackson, WY2026-10-28
Eastern Bank
1,000$123.1K0.0%GrowthMediumBoston, MA2026-10-05
Simplex Trading, LLC
961$118.3K0.0%CoreVery HighChicago, IL2026-11-04
CoreCap Advisors, LLC
924$113.7K0.0%ETFMediumSouthfield, MI2026-10-08
Washington Trust Advisors, Inc.
780$96.0K0.0%GrowthLowWellesley, MA2026-10-22
Spire Wealth Management
737$90.7K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
689$84.8K0.0%ETFLowConcord, CA2026-10-21
Westside Investment Management, Inc.
426$53.5K0.0%GrowthLowSanta Monica, CA2026-11-02
MassMutual Private Wealth & Trust, FSB
352$43.3K0.0%CoreLowSpringfield, MA2026-10-05
PFS Partners, LLC
301$37.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Mondrian Investment Partners LTD
281$49.2K0.0%YieldMediumLondon, United Kingdom2026-10-23
Sawyer & Company, Inc
222$27.3K0.0%GrowthLowBoston, MA2026-10-21
Root Financial Partners, LLC
158$19.4K0.0%ETFMediumEncinitas, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
149$18.3K0.0%GARPLowMansfield, OH2026-10-27
MJT & Associates Financial Advisory Group, Inc.
116$14.3K0.0%ETFLowMontevideo, MN2026-10-07
Financial Consulate, Inc
93$11.5K0.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
87$10.7K0.0%ETFVery LowHermitage, PA2026-11-03
Montag A & Associates Inc
83$10.3K0.0%CoreLowAtlanta, GA2026-10-29
Gen-Wealth Partners Inc
72$8.9K0.0%CoreLowZeeland, MI2026-11-04
Parkside Financial Bank & Trust
68$8.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
68$8.4K0.0%ETFMediumChicago, IL2026-10-14
Brown, Lisle Ings, Inc.
62$7.6K0.0%CoreVery LowProvidence, RI2026-10-16
Bell Investment Advisors, Inc
56$6.9K0.0%ETFVery LowOrinda, CA2026-10-29
FNY Investment Advisers, LLC
50$60.0%GrowthVery HighNew York, NY2026-10-16
Toth Financial Advisory Corp
48$5.9K0.0%CoreLowLeesburg, VA2026-10-08
TD Private Client Wealth LLC
41$5.0K0.0%ETFLowNew York, NY2026-10-28
Private Trust Co NA
40$4.9K0.0%CoreLowCleveland, OH2026-10-20
North Star Investment Management Corp.
39$4.8K0.0%CoreLowChicago, IL2026-10-27
SBI Securities Co., Ltd.
37$4.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
33$4.1K0.0%ETFVery LowGap, PA2026-11-04
True Wealth Design, LLC
30$3.7K0.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
29$3.6K0.0%ETFMediumMidvale, UT2026-10-20
Abound Wealth Management
25$3.1K0.0%ETFVery LowFranklin, TN2026-10-26
Trifecta Capital Advisors, LLC
23$2.8K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Provenance Wealth Advisors, LLC
18$2.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Jnba Financial Advisors
16$2.0K0.0%ETFMediumBloomington, MN2026-11-03
Evolution Wealth Management Inc.
16$2.0K0.0%ETFMediumFort Myers, FL2026-10-28
Ascentis Wealth Management, LLC
14$1.7K0.0%Agg GrowthLowDallas, TX2026-11-03
Center for Financial Planning, Inc.
11$1.4K0.0%ETFLowSouthfied, MI2026-10-26
Gamma Investing LLC
11$1.4K0.0%IndexVery LowFoster City, CA2026-10-08
Nvest Wealth Strategies, Inc.
8$9860.0%ETFVery LowPowell, OH2026-10-14
Godsey & Gibb, Inc
8$9850.0%CoreLowRichmond, VA2026-10-14
Mosley Wealth Management
8$1.0K0.0%ETFHighAnaheim, CA2026-10-16
Clark Wealth Partners
7$8660.0%ETFVery LowO'Fallon, IL2026-10-19
Albion Financial Group
7$9070.0%GrowthLowSalt Lake City, UT2026-10-21
Decker Retirement Planning Inc.
7$8760.0%Agg GrowthVery HighLevi, UT2026-10-19
StrongBox Wealth, LLC
7$8610.0%GrowthLowLee'S Summit, MO2026-11-02
Nemes Rush Group LLC
4$4920.0%CoreVery LowNovi, MI2026-11-04
Highline Wealth Partners LLC
4$4920.0%ETFMediumSherman Oaks, CA2026-10-19
MV Capital Management, Inc.
3$3700.0%ETFLowBethesda, MD2026-10-29
Meriwether Wealth & Planning, LLC
3$3690.0%ETFMediumMinden, LA2026-10-13
Tounjian Advisory Partners, LLC
1$840.0%GrowthHighFort Myers, FL2026-11-04
Lloyd Advisory Services, Llc.
0$370.0%ETFVery HighSuwanee, GA2026-11-02