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Ionis Pharmaceuticals Inc (IONS)

CUSIP: 462222100 | NYSE | Healthcare · Biotechnology | Large Cap | 1513 institutional holders

Quarters

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

Pictet Asset Management Holding SA1,944,020
0.1% of portfolio›$87.2M
Tweedy, Browne Co LLC1,793,400
6.5% of portfolio›$80.1M
Candriam S.C.A.755,024
0.2% of portfolio›$33.8M
Pinnacle Associates LTD436,404
0.2% of portfolio›$19.5M
C WorldWide Group Holding A/S366,000
1.1% of portfolio›$16.3M
Privium Fund Management B.V.349,003
3.0% of portfolio›$15.6M
Nippon Life Global Investors Americas, Inc.228,630
0.4% of portfolio›$10.2M
M&G Plc167,454
0.0% of portfolio›$7.5M
Sicart Associates LLC159,294
1.7% of portfolio›$6.8M
Y-Intercept (Hong Kong) Ltd133,924
0.1% of portfolio›$6.0M
Citigroup Inc132,137
0.0% of portfolio›$5.9M
CenterBook Partners LP112,240
0.2% of portfolio›$5.0M
China Universal Asset Management Co., Ltd.83,922
0.2% of portfolio›$3.9M
Motley Fool Asset Management LLC83,753
0.1% of portfolio›$3.7M
Sumitomo Mitsui Trust Group, Inc.74,003
0.0% of portfolio›$3.3M
Dimensional Fund Advisors LP72,333
0.0% of portfolio›$3.2M
Swedbank AB67,998
0.0% of portfolio›$3.0M
DekaBank Deutsche Girozentrale62,365
0.0% of portfolio›$2.8K
Davenport & Co LLC62,198
0.0% of portfolio›$2.8M
State of New Jersey Common Pension Fund D50,704
0.0% of portfolio›$2.3M
Creative Planning45,370
0.0% of portfolio›$2.0M
Exchange Traded Concepts, LLC44,513
0.0% of portfolio›$2.0M
Arizona State Retirement System44,221
0.0% of portfolio›$2.0M
Assenagon Asset Management S.A.42,486
0.0% of portfolio›$1.9M
Raiffeisen Bank International AG40,000
0.0% of portfolio›$1.8M
Ethic Inc.39,641
0.0% of portfolio›$1.8M
Profund Advisors LLC38,639
0.0% of portfolio›$1.7M
DCF Advisers, LLC38,500
0.4% of portfolio›$1.7M
Grandfield & Dodd, LLC37,396
0.1% of portfolio›$1.7M
Mutual of America Capital Management LLC31,134
0.0% of portfolio›$1.4M
Kornitzer Capital Management Inc29,105
0.0% of portfolio›$1.3M
Xponance LLC26,236
0.0% of portfolio›$1.2M
Oppenheimer Asset Management Inc.25,123
0.0% of portfolio›$1.1M
Nicollet Investment Management, Inc.20,247
0.0% of portfolio›$904
Truist Financial Corp18,519
0.0% of portfolio›$826.9K
AlphaCentric Advisors LLC16,163
0.6% of portfolio›$721.7K
BLB&B Advisors, LLC13,949
0.0% of portfolio›$622.8K
Amalgamated Bank11,638
0.0% of portfolio›$520
Plancorp, LLC11,128
0.0% of portfolio›$484.3K
Inspire Investing, LLC10,513
0.0% of portfolio›$469.4K
Swiss Life Asset Management Ltd10,275
0.0% of portfolio›$458.8K
MacKenzie Financial Corp9,289
0.0% of portfolio›$414.8K
Mirae Asset Global Investments Co., Ltd.8,968
0.0% of portfolio›$400.4K
Fulcrum Asset Management LLP8,754
0.0% of portfolio›$401.7K
Pekin Hardy Strauss, Inc.8,325
0.0% of portfolio›$371.7K
Lecap Asset Management LTD8,036
0.2% of portfolio›$358.8K
AlphaCore Capital LLC7,652
0.0% of portfolio›$341.7K
Commonwealth Equity Services, LLC7,210
0.0% of portfolio›$321.9K
Caitong International Asset Management Co., Ltd7,018
0.0% of portfolio›$313.4K
Wedmont Private Capital6,400
0.0% of portfolio›$277.1K
Praxis Investment Management Inc6,232
0.0% of portfolio›$278.0K
Vontobel Holding Ltd.6,187
0.0% of portfolio›$276.3K
Wealth Enhancement Advisory Services, LLC6,058
0.0% of portfolio›$262.3K
Cypress Capital, LLC6,000
0.1% of portfolio›$267.9K
MCF Advisors LLC5,908
0.0% of portfolio›$263.8K
Bayforest Capital Ltd5,899
0.4% of portfolio›$263.4K
Frank, Rimerman Advisors LLC5,763
0.0% of portfolio›$257.3K
ProShare Advisors LLC5,762
0.0% of portfolio›$257.3K
Provenance Wealth Advisors, LLC5,387
0.0% of portfolio›$240.5K
Avior Wealth Management, LLC5,321
0.0% of portfolio›$237.6K
GF Fund Management Co. Ltd.5,231
0.0% of portfolio›$233.6K
North Dakota State Investment Board5,035
0.0% of portfolio›$224.8K
CIBC Asset Management Inc5,017
0.0% of portfolio›$224.0K
Moisand Fitzgerald Tamayo, LLC5,000
0.0% of portfolio›$223.3K
Park Avenue Securities LLC4,875
0.0% of portfolio›$218.0K
KBC Group NV4,699
0.0% of portfolio›$210
Kestra Advisory Services, LLC4,518
0.0% of portfolio›$201.7K
Tema Etfs LLC2,704
0.0% of portfolio›$120.7K
Mitsubishi UFJ Asset Management Co., Ltd.2,600
0.0% of portfolio›$116.1K
Strs Ohio2,258
0.0% of portfolio›$100.8K
Pinnacle Wealth Planning Services, Inc.2,027
0.0% of portfolio›$90.5K
Versant Capital Management, Inc2,000
0.0% of portfolio›$89.3K
Signaturefd, LLC1,864
0.0% of portfolio›$83.2K
Gamma Investing LLC1,763
0.0% of portfolio›$78.7K
Parallel Advisors, LLC1,741
0.0% of portfolio›$77.7K
Harbor Investment Advisory, LLC1,407
0.0% of portfolio›$62.8K
State of Wyoming1,341
0.0% of portfolio›$59.9K
Leonteq Securities AG1,093
0.0% of portfolio›$48.8K
Nisa Investment Advisors, LLC956
0.0% of portfolio›$42.7K
IFP Advisors, Inc950
0.0% of portfolio›$42.4K
Fortitude Family Office, LLC767
0.0% of portfolio›$34.2K
Farther Finance Advisors, LLC732
0.0% of portfolio›$32.7K
EverSource Wealth Advisors, LLC680
0.0% of portfolio›$30.4K
Root Financial Partners, LLC673
0.0% of portfolio›$30.0K
Sterling Capital Management LLC618
0.0% of portfolio›$27.6K
Archer Investment Corp600
0.0% of portfolio›$26.8K
Laurel Wealth Advisors LLC600
0.0% of portfolio›$26.8K
Mather Group, Llc.516
0.0% of portfolio›$23.0K
Wolverine Asset Management LLC492
0.0% of portfolio›$22.0K
Cassaday & Co Wealth Management LLC400
0.0% of portfolio›$17.9K
Golden State Wealth Management, LLC376
0.0% of portfolio›$16.8K
CoreCap Advisors, LLC370
0.0% of portfolio›$16.5K
Salomon & Ludwin, LLC332
0.0% of portfolio›$14.8K
Global X Japan Co., Ltd.329
0.0% of portfolio›$14.7K
Parkside Financial Bank & Trust309
0.0% of portfolio›$13.8K
Eastern Bank300
0.0% of portfolio›$13.4K
Capital Advisors, Ltd. LLC295
0.0% of portfolio›$13
Lanark Financial, Inc.273
0.0% of portfolio›$12.2K
MTM Investment Management, LLC258
0.0% of portfolio›$11.5K
Trust Co250
0.0% of portfolio›$11.2K
Westside Investment Management, Inc.231
0.0% of portfolio›$10.1K
Cedar Mountain Advisors, LLC223
0.0% of portfolio›$10.0K
Global Trust Asset Management, LLC213
0.0% of portfolio›$9.5K
Covestor Ltd202
0.0% of portfolio›$9.0K
MH & Associates Securities Management Corp200
0.0% of portfolio›$8.9K
Owl Creek Wealth Partners LLC170
0.0% of portfolio›$7.6K
Assetmark, Inc125
0.0% of portfolio›$5.6K
MassMutual Private Wealth & Trust, FSB124
0.0% of portfolio›$5.5K
SBI Securities Co., Ltd.112
0.0% of portfolio›$5.0K
Spire Wealth Management100
0.0% of portfolio›$4.5K
Main Street Group, LTD100
0.0% of portfolio›$4.5K
IFS Advisors, LLC100
0.0% of portfolio›$4.5K
TD Private Client Wealth LLC80
0.0% of portfolio›$3.6K
Bokf, NA74
0.0% of portfolio›$3.3K
Private Wealth Management Group, LLC65
0.0% of portfolio›$2.9K
Bell Investment Advisors, Inc61
0.0% of portfolio›$2.7K
TFC Financial Management, Inc.61
0.0% of portfolio›$2.7K
Atlantic Edge Private Wealth Management, LLC60
0.0% of portfolio›$2.7K
Cromwell Holdings LLC56
0.0% of portfolio›$2.5K
WPG Advisers, LLC55
0.0% of portfolio›$2.5K
Triumph Capital Management50
0.0% of portfolio›$2.2K
Elyxium Wealth, LLC48
0.0% of portfolio›$2.1K
CX Institutional46
0.0% of portfolio›$2
Center for Financial Planning, Inc.41
0.0% of portfolio›$1.8K
Highline Wealth Partners LLC38
0.0% of portfolio›$1.7K
Cullen T Bankers, Inc.34
0.0% of portfolio›$1.5K
Signature Equity Partners, LLC22
0.0% of portfolio›$982
Rakuten Securities, Inc.20
0.0% of portfolio›$893
First Horizon Corp19
0.0% of portfolio›$848
Mascoma Wealth Management LLC14
0.0% of portfolio›$625
Quaker Wealth Management, LLC14
0.0% of portfolio›$626
Planning Strategies Inc.12
0.0% of portfolio›$536
Valley National Advisers Inc11
0.0% of portfolio›$492
Fideuram - Intesa Sanpaolo Private Banking S.P.A.11
0.0% of portfolio›$491
Financial Consulate, Inc10
0.0% of portfolio›$447
Trust Co of Vermont9
0.0% of portfolio›$402
True Wealth Design, LLC7
0.0% of portfolio›$313
Essential Partners LLC7
0.0% of portfolio›$313
Private Trust Co NA6
0.0% of portfolio›$268
Hughes Financial Services, LLC5
0.0% of portfolio›$222
Align Financial, LLC4
0.0% of portfolio›$179
Downshift Financial, LLC4
0.0% of portfolio›$179
Monetary Solutions, Ltd3
0.0% of portfolio›$134
3 Factor Indexing, LLC2
0.0% of portfolio›$90
Manchester Capital Management LLC2
0.0% of portfolio›$90
American Capital Advisory, LLC2
0.0% of portfolio›$90
Gilpin Wealth Management, LLC1
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Pictet Asset Management Holding SA
1,944,020$87.2M0.1%GrowthMediumCarouge, Switzerland2026-11-03
Tweedy, Browne Co LLC
1,793,400$80.1M6.5%Deep ValueLowStamford, CT2026-11-04
Candriam S.C.A.
755,024$33.8M0.2%GrowthMediumStrassen, Netherlands2026-11-03
Pinnacle Associates LTD
436,404$19.5M0.2%CoreLowNew York, NY2026-10-20
C WorldWide Group Holding A/S
366,000$16.3M1.1%CoreLowCopenhagen, Greece2026-11-04
Privium Fund Management B.V.
349,003$15.6M3.0%GrowthMediumAmsterdam, Philippines2026-11-03
Nippon Life Global Investors Americas, Inc.
228,630$10.2M0.4%GrowthHighNew York, NY2026-10-29
M&G Plc
167,454$7.5M0.0%CoreMediumLondon, United Kingdom2026-11-04
Sicart Associates LLC
159,294$6.8M1.7%CoreLowNew York, NY2026-10-29
Y-Intercept (Hong Kong) Ltd
133,924$6.0M0.1%ValueVery HighHong Kong, South Korea2026-10-16
Citigroup Inc
132,137$5.9M0.0%CoreMediumNew York, NY2026-11-04
CenterBook Partners LP
112,240$5.0M0.2%ValueVery HighGreenwich, CT2026-11-02
China Universal Asset Management Co., Ltd.
83,922$3.9M0.2%GrowthMediumShanghai, France2026-10-28
Motley Fool Asset Management LLC
83,753$3.7M0.1%GrowthMediumAlexandria, VA2026-10-27
Sumitomo Mitsui Trust Group, Inc.
74,003$3.3M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Dimensional Fund Advisors LP
72,333$3.2M0.0%IndexLowAustin, TX2026-11-04
Swedbank AB
67,998$3.0M0.0%GrowthLowStockholm, Sweden2026-10-27
DekaBank Deutsche Girozentrale
62,365$2.8K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Davenport & Co LLC
62,198$2.8M0.0%CoreMediumRichmond, VA2026-10-14
State of New Jersey Common Pension Fund D
50,704$2.3M0.0%CoreLowTrenton, NJ2026-11-05
Creative Planning
45,370$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Exchange Traded Concepts, LLC
44,513$2.0M0.0%GrowthMediumOklahoma City, OK2026-10-28
Arizona State Retirement System
44,221$2.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Assenagon Asset Management S.A.
42,486$1.9M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Raiffeisen Bank International AG
40,000$1.8M0.0%GrowthMediumVienna, Chile2026-10-28
Ethic Inc.
39,641$1.8M0.0%CoreLowNew York, NY2026-11-03
Profund Advisors LLC
38,639$1.7M0.0%GrowthLowBethesda, MD2026-10-29
DCF Advisers, LLC
38,500$1.7M0.4%GrowthMediumMount Pleasant, SC2026-11-04
Grandfield & Dodd, LLC
37,396$1.7M0.1%CoreVery LowNew York, NY2026-10-29
Mutual of America Capital Management LLC
31,134$1.4M0.0%IndexLowNew York, NY2026-10-23
Kornitzer Capital Management Inc
29,105$1.3M0.0%CoreLowShawnee Mission, KS2026-11-03
Xponance LLC
26,236$1.2M0.0%IndexVery LowPhiladelphia, PA2026-11-03
Oppenheimer Asset Management Inc.
25,123$1.1M0.0%CoreMediumNew York, NY2026-10-27
Nicollet Investment Management, Inc.
20,247$9040.0%CoreVery LowMinneapolis, MN2026-10-14
Truist Financial Corp
18,519$826.9K0.0%CoreLowCharlotte, NC2026-10-30
AlphaCentric Advisors LLC
16,163$721.7K0.6%CoreHighSan Juan, PR2026-11-03
BLB&B Advisors, LLC
13,949$622.8K0.0%ETFLowMontgomeryville, PA2026-10-27
Amalgamated Bank
11,638$5200.0%CoreVery LowNew York, NY2026-10-23
Plancorp, LLC
11,128$484.3K0.0%ETFLowSaint Louis, MO2026-11-03
Inspire Investing, LLC
10,513$469.4K0.0%GARPHighMeridian, ID2026-10-22
Swiss Life Asset Management Ltd
10,275$458.8K0.0%CoreLowZurich, Switzerland2026-11-03
MacKenzie Financial Corp
9,289$414.8K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mirae Asset Global Investments Co., Ltd.
8,968$400.4K0.0%GrowthLowSeoul, Malaysia2026-11-03
Fulcrum Asset Management LLP
8,754$401.7K0.0%CoreMediumLondon, United Kingdom2026-11-04
Pekin Hardy Strauss, Inc.
8,325$371.7K0.0%ValueMediumChicago, IL2026-11-02
Lecap Asset Management LTD
8,036$358.8K0.2%ValueVery HighLondon, United Kingdom2026-10-27
AlphaCore Capital LLC
7,652$341.7K0.0%ETFLowLa Jolla, CA2026-11-04
Commonwealth Equity Services, LLC
7,210$321.9K0.0%ETFLowWaltham, MA2026-11-02
Caitong International Asset Management Co., Ltd
7,018$313.4K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Wedmont Private Capital
6,400$277.1K0.0%IndexVery LowWest Chester, PA2026-10-09
Praxis Investment Management Inc
6,232$278.0K0.0%CoreLowGoshen, IN2026-11-03
Vontobel Holding Ltd.
6,187$276.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Wealth Enhancement Advisory Services, LLC
6,058$262.3K0.0%CoreLowPlymouth, MN2026-10-13
Cypress Capital, LLC
6,000$267.9K0.1%ETFMediumFranklin, TN2026-10-20
MCF Advisors LLC
5,908$263.8K0.0%ETFLowLexington, KY2026-10-28
Bayforest Capital Ltd
5,899$263.4K0.4%Deep ValueVery HighLondon, United Kingdom2026-11-03
Frank, Rimerman Advisors LLC
5,763$257.3K0.0%GrowthLowPalo Alto, CA2026-10-16
ProShare Advisors LLC
5,762$257.3K0.0%GrowthLowBethesda, MD2026-10-29
Provenance Wealth Advisors, LLC
5,387$240.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Avior Wealth Management, LLC
5,321$237.6K0.0%ETFMediumOmaha, NE2026-10-13
GF Fund Management Co. Ltd.
5,231$233.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
North Dakota State Investment Board
5,035$224.8K0.0%GrowthMediumBismarck, ND2026-10-27
CIBC Asset Management Inc
5,017$224.0K0.0%GARPLowToronto, South Africa2026-11-05
Moisand Fitzgerald Tamayo, LLC
5,000$223.3K0.0%ETFVery LowOrlando, FL2026-10-15
Park Avenue Securities LLC
4,875$218.0K0.0%ETFMediumNew York, NY2026-10-26
KBC Group NV
4,699$2100.0%CoreMediumBrussels, Czech Republic2026-10-22
Kestra Advisory Services, LLC
4,518$201.7K0.0%CoreLowAustin, TX2026-11-02
Tema Etfs LLC
2,704$120.7K0.0%GrowthMediumNew York, NY2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.
2,600$116.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Strs Ohio
2,258$100.8K0.0%CoreMediumColumbus, OH2026-10-30
Pinnacle Wealth Planning Services, Inc.
2,027$90.5K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
2,000$89.3K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
1,864$83.2K0.0%IndexLowAtlanta, GA2026-10-23
Gamma Investing LLC
1,763$78.7K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
1,741$77.7K0.0%IndexLowSan Francisco, CA2026-11-03
Harbor Investment Advisory, LLC
1,407$62.8K0.0%GrowthLowLutherville, MD2026-10-13
State of Wyoming
1,341$59.9K0.0%ValueHighCheyenne, WY2026-10-28
Leonteq Securities AG
1,093$48.8K0.0%CoreHighZurich, Switzerland2026-10-29
Nisa Investment Advisors, LLC
956$42.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
950$42.4K0.0%GrowthLowTampa, FL2026-10-16
Fortitude Family Office, LLC
767$34.2K0.0%ETFMediumScottsdale, AZ2026-10-14
Farther Finance Advisors, LLC
732$32.7K0.0%IndexLowSan Francisco, CA2026-10-08
EverSource Wealth Advisors, LLC
680$30.4K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
673$30.0K0.0%ETFMediumEncinitas, CA2026-10-21
Sterling Capital Management LLC
618$27.6K0.0%GARPMediumCharlotte, NC2026-10-22
Archer Investment Corp
600$26.8K0.0%CoreMediumCarmel, IN2026-11-05
Laurel Wealth Advisors LLC
600$26.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Mather Group, Llc.
516$23.0K0.0%ETFMediumChicago, IL2026-10-14
Wolverine Asset Management LLC
492$22.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Cassaday & Co Wealth Management LLC
400$17.9K0.0%ETFVery LowMclean, VA2026-10-27
Golden State Wealth Management, LLC
376$16.8K0.0%ETFMediumSanta Ana, CA2026-11-02
CoreCap Advisors, LLC
370$16.5K0.0%ETFMediumSouthfield, MI2026-10-08
Salomon & Ludwin, LLC
332$14.8K0.0%ETFVery LowRichmond, VA2026-10-29
Global X Japan Co., Ltd.
329$14.7K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Parkside Financial Bank & Trust
309$13.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Eastern Bank
300$13.4K0.0%GrowthMediumBoston, MA2026-10-05
Capital Advisors, Ltd. LLC
295$130.0%ETFLowShaker Heights, OH2026-10-27
Lanark Financial, Inc.
273$12.2K0.0%CoreMediumBirmingham, AL2026-10-26
MTM Investment Management, LLC
258$11.5K0.0%CoreVery LowSpartanburg, SC2026-10-30
Trust Co
250$11.2K0.0%ETFVery LowManhattan, KS2026-10-09
Westside Investment Management, Inc.
231$10.1K0.0%GrowthLowSanta Monica, CA2026-11-02
Cedar Mountain Advisors, LLC
223$10.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Global Trust Asset Management, LLC
213$9.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Covestor Ltd
202$9.0K0.0%ValueHighLondon, United Kingdom2026-10-30
MH & Associates Securities Management Corp
200$8.9K0.0%YieldLowCarlsbad, CA2026-10-30
Owl Creek Wealth Partners LLC
170$7.6K0.0%IndexLowGreenwood Village, CO2026-10-20
Assetmark, Inc
125$5.6K0.0%ETFLowConcord, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
124$5.5K0.0%CoreLowSpringfield, MA2026-10-05
SBI Securities Co., Ltd.
112$5.0K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Spire Wealth Management
100$4.5K0.0%GrowthMediumMclean, VA2026-10-30
Main Street Group, LTD
100$4.5K0.0%ETFMediumGlen Allen, VA2026-10-28
IFS Advisors, LLC
100$4.5K0.0%ETFLowOverland Park, KS2026-10-14
TD Private Client Wealth LLC
80$3.6K0.0%ETFLowNew York, NY2026-10-28
Bokf, NA
74$3.3K0.0%CoreLowTulsa, OK2026-10-27
Private Wealth Management Group, LLC
65$2.9K0.0%ETFLowPrinceton, NJ2026-10-19
Bell Investment Advisors, Inc
61$2.7K0.0%ETFVery LowOrinda, CA2026-10-29
TFC Financial Management, Inc.
61$2.7K0.0%ETFVery LowBoston, MA2026-10-26
Atlantic Edge Private Wealth Management, LLC
60$2.7K0.0%CoreLowJacksonville, FL2026-10-20
Cromwell Holdings LLC
56$2.5K0.0%IndexLowJackson, WY2026-10-28
WPG Advisers, LLC
55$2.5K0.0%CoreLowBaltimore, MD2026-10-27
Triumph Capital Management
50$2.2K0.0%ETFMediumDenver, CO2026-10-14
Elyxium Wealth, LLC
48$2.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
CX Institutional
46$20.0%CoreMediumAuburn, IN2026-10-02
Center for Financial Planning, Inc.
41$1.8K0.0%ETFLowSouthfied, MI2026-10-26
Highline Wealth Partners LLC
38$1.7K0.0%ETFMediumSherman Oaks, CA2026-10-19
Cullen T Bankers, Inc.
34$1.5K0.0%GrowthLowSan Antonio, TX2026-10-28
Signature Equity Partners, LLC
22$9820.0%GrowthMediumColumbus, OH2026-10-29
Rakuten Securities, Inc.
20$8930.0%Agg GrowthHighTokyo, Mexico2026-11-02
First Horizon Corp
19$8480.0%CoreLowMemphis, TN2026-10-26
Mascoma Wealth Management LLC
14$6250.0%ETFVery LowHanover, NH2026-10-23
Quaker Wealth Management, LLC
14$6260.0%ETFMediumMoorestown, NJ2026-10-22
Planning Strategies Inc.
12$5360.0%ETFN/ALancaster, PA2026-10-02
Valley National Advisers Inc
11$4920.0%ETFLowBethlehem, PA2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
11$4910.0%CoreHighTurin, Latvia2026-10-22
Financial Consulate, Inc
10$4470.0%ETFLowHunt Valley, MD2026-10-23
Trust Co of Vermont
9$4020.0%CoreVery LowBrattleboro, VT2026-10-21
True Wealth Design, LLC
7$3130.0%ETFMediumAkron, OH2026-10-13
Essential Partners LLC
7$3130.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Trust Co NA
6$2680.0%CoreLowCleveland, OH2026-10-20
Hughes Financial Services, LLC
5$2220.0%ETFLowHerndon, VA2026-10-30
Align Financial, LLC
4$1790.0%ETFVery LowHermantown, MN2026-10-16
Downshift Financial, LLC
4$1790.0%ETFLowBoulder, CO2026-10-13
Monetary Solutions, Ltd
3$1340.0%ETFVery LowDayton, OH2026-10-22
3 Factor Indexing, LLC
2$900.0%ETFLowSacramento, CA2026-10-15
Manchester Capital Management LLC
2$900.0%CoreLowManchester, VT2026-10-22
American Capital Advisory, LLC
2$900.0%ETFLowKetchum, ID2026-10-28
Gilpin Wealth Management, LLC
1$450.0%GrowthLowDenver, CO2026-10-09