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Koninklijke Philips Nvr- NY (PHG)

CUSIP: 500472303 | US | Healthcare · Medical Devices | Large Cap | 1384 institutional holders

Quarters

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

Mondrian Investment Partners LTD7,885,781
3.6% of portfolio›$192.6M
Dimensional Fund Advisors LP4,407,860
0.0% of portfolio›$107.7M
Investment Management Associates Inc870,273
4.3% of portfolio›$21.3M
Oppenheimer Asset Management Inc.237,841
0.1% of portfolio›$5.8M
ABC Arbitrage SA237,377
0.6% of portfolio›$5.8M
Inlet Private Wealth, LLC183,513
1.1% of portfolio›$4.5M
Creative Planning130,931
0.0% of portfolio›$3.2M
Beverly Hills Private Wealth, LLC117,062
0.5% of portfolio›$2.9M
Midwest Trust Co111,927
0.0% of portfolio›$2.7M
Crossmark Global Holdings, Inc.100,664
0.0% of portfolio›$2.5M
Bank of New Hampshire98,319
0.5% of portfolio›$2.4M
Bonness Enterprises Inc86,961
0.7% of portfolio›$2.1M
Legacy Wealth Asset Management, LLC86,828
0.5% of portfolio›$2.1M
Kestra Advisory Services, LLC85,227
0.0% of portfolio›$2.1M
Highland Capital Management, LLC69,149
0.1% of portfolio›$1.7M
Benin Management Corp68,403
0.3% of portfolio›$1.7M
Diversified Management Inc66,750
0.3% of portfolio›$1.6M
Ethic Inc.63,050
0.0% of portfolio›$1.5M
Wealth Enhancement Advisory Services, LLC60,732
0.0% of portfolio›$1.5M
GC Wealth Management RIA, LLC54,976
0.1% of portfolio›$1.3M
Pzena Investment Management LLC54,313
0.0% of portfolio›$1.3M
Mitchell & Pahl Private Wealth, LLC42,345
0.4% of portfolio›$1.0M
Concurrent Investment Advisors, LLC41,922
0.0% of portfolio›$1.0M
Gamma Investing LLC36,695
0.0% of portfolio›$896.5K
Sterling Capital Management LLC35,762
0.0% of portfolio›$873.7K
Signaturefd, LLC30,944
0.0% of portfolio›$756.0K
Atria Investments, Inc30,296
0.0% of portfolio›$740.1K
Quadrant Capital Group LLC29,259
0.0% of portfolio›$728.3K
Vise Technologies, Inc.29,182
0.0% of portfolio›$712.9K
Transmarket Holdings LP28,699
0.4% of portfolio›$701.1K
Abacus Wealth Partners, LLC26,001
0.1% of portfolio›$635.2K
Park Avenue Securities LLC25,470
0.0% of portfolio›$622
Cambridge Investment Research Advisors, Inc.25,002
0.0% of portfolio›$611
Harrington Investments, Inc23,725
0.3% of portfolio›$579.6K
Lanark Financial, Inc.21,862
0.0% of portfolio›$534.1K
Collaborative Fund Advisors, LLC21,838
0.3% of portfolio›$533.5K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management20,341
0.0% of portfolio›$496.9K
Greenleaf Trust20,222
0.0% of portfolio›$494.0K
Aaron Wealth Advisors LLC20,198
0.0% of portfolio›$493.4K
First Affirmative Financial Network19,309
0.1% of portfolio›$471.7K
Todd Asset Management LLC18,149
0.0% of portfolio›$443.4K
Riverwater Partners LLC17,903
0.1% of portfolio›$437.4K
Choreo, LLC17,454
0.0% of portfolio›$426.4K
Ping Capital Management, Inc.17,000
0.1% of portfolio›$415.3K
Roof Eidam Maycock Peralta, LLC16,879
0.1% of portfolio›$412.3K
Commonwealth Equity Services, LLC15,827
0.0% of portfolio›$386.6K
Evergreen Capital Management LLC15,252
0.0% of portfolio›$372.6K
Apollon Wealth Management, LLC14,327
0.0% of portfolio›$350.0K
Versant Capital Management, Inc14,257
0.0% of portfolio›$348.3K
Imc-Chicago, LLC14,256
0.0% of portfolio›$348.3K
Pinnacle Wealth Planning Services, Inc.14,058
0.0% of portfolio›$343.4K
Citigroup Inc13,177
0.0% of portfolio›$321.9K
AMG National Trust Bank12,232
0.0% of portfolio›$298.8K
Net Worth Advisory Group12,063
0.1% of portfolio›$287.2K
Kitching Partners, LLC11,677
0.2% of portfolio›$285.3K
Ironsides Asset Advisors, LLC11,362
0.1% of portfolio›$277.6K
Allspring Global Investments Holdings, LLC11,200
0.0% of portfolio›$267.1K
Trust Point Inc.10,306
0.0% of portfolio›$251.8K
HB Wealth Management, LLC10,103
0.0% of portfolio›$246.8K
Foster Group, Inc.9,723
0.0% of portfolio›$237.5K
Valeo Financial Advisors, LLC9,166
0.0% of portfolio›$223.9K
Sanders Morris Harris LLC9,138
0.0% of portfolio›$223.2K
Old National Bancorp8,788
0.0% of portfolio›$214.7K
Truist Financial Corp8,546
0.0% of portfolio›$208.8K
Gallacher Capital Management LLC8,279
0.2% of portfolio›$202.3K
Parallel Advisors, LLC7,646
0.0% of portfolio›$186.8K
EverSource Wealth Advisors, LLC7,057
0.0% of portfolio›$172.4K
Assetmark, Inc6,122
0.0% of portfolio›$149.6K
Investors Research Corp5,455
0.0% of portfolio›$133.3K
Farther Finance Advisors, LLC5,343
0.0% of portfolio›$130.5K
Bayforest Capital Ltd3,908
0.1% of portfolio›$95.5K
Root Financial Partners, LLC3,331
0.0% of portfolio›$81.4K
Cromwell Holdings LLC3,310
0.0% of portfolio›$80.9K
Davis Capital Management2,593
0.0% of portfolio›$63.3K
Hanson & Doremus Investment Management2,513
0.0% of portfolio›$61
Fairscale Capital, LLC2,251
0.0% of portfolio›$60.6K
Hilton Head Capital Partners, LLC2,144
0.0% of portfolio›$52.4K
IFP Advisors, Inc1,931
0.0% of portfolio›$47.2K
Armstrong Advisory Group, Inc1,286
0.0% of portfolio›$31.4K
Larson Financial Group LLC1,043
0.0% of portfolio›$25.5K
WPG Advisers, LLC984
0.0% of portfolio›$24.0K
Salomon & Ludwin, LLC851
0.0% of portfolio›$20.8K
Eastern Bank799
0.0% of portfolio›$19.5K
TD Waterhouse Canada Inc.788
0.0% of portfolio›$18.7K
Blue Trust, Inc.751
0.0% of portfolio›$18.3K
Mather Group, Llc.670
0.0% of portfolio›$16.4K
Fortitude Family Office, LLC658
0.0% of portfolio›$16.1K
Provenance Wealth Advisors, LLC623
0.0% of portfolio›$15.2K
Indiana Trust & Investment Management Co588
0.0% of portfolio›$14.4K
North Star Investment Management Corp.543
0.0% of portfolio›$13.3K
Pinnacle Bancorp, Inc.538
0.0% of portfolio›$13.1K
Trust Co of Vermont525
0.0% of portfolio›$12.8K
Montag A & Associates Inc512
0.0% of portfolio›$12.5K
TD Private Client Wealth LLC488
0.0% of portfolio›$11.9K
Silver Grove Financial Group, Inc.452
0.0% of portfolio›$11.0K
Miller Global Investments, LLC420
0.0% of portfolio›$10.3K
Owl Creek Wealth Partners LLC364
0.0% of portfolio›$8.9K
Bell Investment Advisors, Inc361
0.0% of portfolio›$8.8K
Acumen Wealth Advisors, LLC340
0.0% of portfolio›$8.3K
Financial Consulate, Inc324
0.0% of portfolio›$7.9K
JFS Wealth Advisors, LLC296
0.0% of portfolio›$7.2K
True Wealth Design, LLC267
0.0% of portfolio›$6.5K
Nisa Investment Advisors, LLC263
0.0% of portfolio›$6.4K
Gilpin Wealth Management, LLC255
0.0% of portfolio›$6.2K
SJS Investment Consulting Inc.227
0.0% of portfolio›$5.5K
Parkside Financial Bank & Trust194
0.0% of portfolio›$4.7K
Proathlete Wealth Management LLC182
0.0% of portfolio›$4.4K
West Financial Advisors, LLC166
0.0% of portfolio›$4.1K
Heritage Family Offices, LLP156
0.0% of portfolio›$3.8K
Nemes Rush Group LLC151
0.0% of portfolio›$3.7K
Murphy & Mullick Capital Management Corp146
0.0% of portfolio›$3.6K
Signature Equity Partners, LLC129
0.0% of portfolio›$3.2K
West Branch Capital LLC123
0.0% of portfolio›$3.0K
Rossby Financial, LCC122
0.0% of portfolio›$3.0K
Highline Wealth Partners LLC120
0.0% of portfolio›$2.9K
Gables Capital Management Inc.116
0.0% of portfolio›$2.8K
Buck Wealth Strategies, LLC101
0.0% of portfolio›$2.5K
Private Trust Co NA89
0.0% of portfolio›$2.2K
Burk Holdings LLC86
0.0% of portfolio›$2.1K
Planning Strategies Inc.80
0.0% of portfolio›$2.0K
Birch Financial Group, LLC71
0.0% of portfolio›$1.7K
Jnba Financial Advisors66
0.0% of portfolio›$1.6K
Evolution Wealth Management Inc.60
0.0% of portfolio›$1.5K
Spire Wealth Management58
0.0% of portfolio›$1.4K
GHP Investment Advisors, Inc.56
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC56
0.0% of portfolio›$1.4K
Physician Wealth Advisors, Inc.55
0.0% of portfolio›$1.3K
Creative Financial Designs Inc53
0.0% of portfolio›$1.3K
Elyxium Wealth, LLC45
0.0% of portfolio›$1.1K
Breakwater Investment Management43
0.0% of portfolio›$1.1K
Kelleher Financial Advisors38
0.0% of portfolio›$924
Manchester Capital Management LLC37
0.0% of portfolio›$904
Financial Network Wealth Advisors LLC29
0.0% of portfolio›$708
Caldwell Trust Co26
0.0% of portfolio›$635
Mosley Wealth Management13
0.0% of portfolio›$331
Bare Financial Services, Inc13
0.0% of portfolio›$318
Oakworth Capital, Inc.12
0.0% of portfolio›$293
Monetary Solutions, Ltd10
0.0% of portfolio›$244
Elevation Wealth Partners, LLC8
0.0% of portfolio›$196
Abound Wealth Management6
0.0% of portfolio›$147
Triumph Capital Management6
0.0% of portfolio›$147
Whipplewood Advisors, LLC3
0.0% of portfolio›$73
StyleTurnoverLocationFiled
Mondrian Investment Partners LTD
7,885,781$192.6M3.6%YieldMediumLondon, United Kingdom2026-10-23
Dimensional Fund Advisors LP
4,407,860$107.7M0.0%IndexLowAustin, TX2026-11-04
Investment Management Associates Inc
870,273$21.3M4.3%Deep ValueMediumGreenwood Village, CO2026-10-29
Oppenheimer Asset Management Inc.
237,841$5.8M0.1%CoreMediumNew York, NY2026-10-27
ABC Arbitrage SA
237,377$5.8M0.6%YieldVery HighParis, India2026-10-23
Inlet Private Wealth, LLC
183,513$4.5M1.1%ValueLowJupiter, FL2026-10-21
Creative Planning
130,931$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Beverly Hills Private Wealth, LLC
117,062$2.9M0.5%ValueMediumBeverly Hills, CA2026-11-04
Midwest Trust Co
111,927$2.7M0.0%CoreLowOverland Park, KS2026-10-22
Crossmark Global Holdings, Inc.
100,664$2.5M0.0%GARPMediumHouston, TX2026-10-21
Bank of New Hampshire
98,319$2.4M0.5%CoreLowLaconia, NH2026-10-06
Bonness Enterprises Inc
86,961$2.1M0.7%ValueVery LowWashington, DC2026-10-08
Legacy Wealth Asset Management, LLC
86,828$2.1M0.5%GARPMediumWoodbury, MN2026-10-09
Kestra Advisory Services, LLC
85,227$2.1M0.0%CoreLowAustin, TX2026-11-02
Highland Capital Management, LLC
69,149$1.7M0.1%GrowthMediumMemphis, TN2026-10-26
Benin Management Corp
68,403$1.7M0.3%CoreVery LowRedding, CT2026-10-22
Diversified Management Inc
66,750$1.6M0.3%CoreVery LowMilwaukee, WI2026-10-08
Ethic Inc.
63,050$1.5M0.0%CoreLowNew York, NY2026-11-03
Wealth Enhancement Advisory Services, LLC
60,732$1.5M0.0%CoreLowPlymouth, MN2026-10-13
GC Wealth Management RIA, LLC
54,976$1.3M0.1%GrowthMediumCambridge, MA2026-11-02
Pzena Investment Management LLC
54,313$1.3M0.0%Deep ValueMediumNew York, NY2026-10-30
Mitchell & Pahl Private Wealth, LLC
42,345$1.0M0.4%CoreVery LowOklahoma City, OK2026-10-14
Concurrent Investment Advisors, LLC
41,922$1.0M0.0%GrowthMediumTampa, FL2026-10-16
Gamma Investing LLC
36,695$896.5K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
35,762$873.7K0.0%GARPMediumCharlotte, NC2026-10-22
Signaturefd, LLC
30,944$756.0K0.0%IndexLowAtlanta, GA2026-10-23
Atria Investments, Inc
30,296$740.1K0.0%CoreMediumCharlotte, NC2026-10-15
Quadrant Capital Group LLC
29,259$728.3K0.0%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
29,182$712.9K0.0%IndexLowNew York, NY2026-10-29
Transmarket Holdings LP
28,699$701.1K0.4%Deep ValueVery HighChicago, IL2026-10-27
Abacus Wealth Partners, LLC
26,001$635.2K0.1%ETFLowSanta Monica, CA2026-11-03
Park Avenue Securities LLC
25,470$6220.0%ETFMediumNew York, NY2026-10-26
Cambridge Investment Research Advisors, Inc.
25,002$6110.0%ETFLowFairfield, IA2026-11-02
Harrington Investments, Inc
23,725$579.6K0.3%CoreVery LowNapa, CA2026-10-14
Lanark Financial, Inc.
21,862$534.1K0.0%CoreMediumBirmingham, AL2026-10-26
Collaborative Fund Advisors, LLC
21,838$533.5K0.3%GrowthVery HighReno, NV2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
20,341$496.9K0.0%GrowthVery LowSeattle, WA2026-10-27
Greenleaf Trust
20,222$494.0K0.0%CoreLowKalamazoo, MI2026-10-29
Aaron Wealth Advisors LLC
20,198$493.4K0.0%GrowthMediumChicago, IL2026-10-13
First Affirmative Financial Network
19,309$471.7K0.1%CoreN/AColorado Springs, CO2026-10-21
Todd Asset Management LLC
18,149$443.4K0.0%ValueMediumLouisville, KY2026-10-27
Riverwater Partners LLC
17,903$437.4K0.1%ValueMediumMilwaukee, WI2026-11-03
Choreo, LLC
17,454$426.4K0.0%IndexLowRockford, IL2026-10-28
Ping Capital Management, Inc.
17,000$415.3K0.1%YieldMediumNew York, NY2026-10-13
Roof Eidam Maycock Peralta, LLC
16,879$412.3K0.1%ETFVery LowSan Francisco, CA2026-10-15
Commonwealth Equity Services, LLC
15,827$386.6K0.0%ETFLowWaltham, MA2026-11-02
Evergreen Capital Management LLC
15,252$372.6K0.0%GARPMediumBellevue, WA2026-10-23
Apollon Wealth Management, LLC
14,327$350.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Versant Capital Management, Inc
14,257$348.3K0.0%GARPLowPhoenix, AZ2026-10-02
Imc-Chicago, LLC
14,256$348.3K0.0%GARPVery HighChicago, IL2026-11-05
Pinnacle Wealth Planning Services, Inc.
14,058$343.4K0.0%GARPLowMansfield, OH2026-10-27
Citigroup Inc
13,177$321.9K0.0%CoreMediumNew York, NY2026-11-04
AMG National Trust Bank
12,232$298.8K0.0%ETFLowGreenwood Village, CO2026-11-05
Net Worth Advisory Group
12,063$287.2K0.1%GARPMediumSandy, UT2026-10-20
Kitching Partners, LLC
11,677$285.3K0.2%ETFLowConshohocken, PA2026-11-02
Ironsides Asset Advisors, LLC
11,362$277.6K0.1%ETFVery LowRocky Mount, NC2026-10-20
Allspring Global Investments Holdings, LLC
11,200$267.1K0.0%CoreMediumCharlotte, NC2026-11-04
Trust Point Inc.
10,306$251.8K0.0%CoreMediumLa Crosse, WI2026-10-27
HB Wealth Management, LLC
10,103$246.8K0.0%IndexVery LowAtlanta, GA2026-10-23
Foster Group, Inc.
9,723$237.5K0.0%ETFVery LowUrbandale, IA2026-10-13
Valeo Financial Advisors, LLC
9,166$223.9K0.0%ETFLowCarmel, IN2026-10-08
Sanders Morris Harris LLC
9,138$223.2K0.0%GARPLowHouston, TX2026-10-14
Old National Bancorp
8,788$214.7K0.0%CoreLowEvansville, IN2026-10-20
Truist Financial Corp
8,546$208.8K0.0%CoreLowCharlotte, NC2026-10-30
Gallacher Capital Management LLC
8,279$202.3K0.2%ValueMediumLone Tree, CO2026-10-30
Parallel Advisors, LLC
7,646$186.8K0.0%IndexLowSan Francisco, CA2026-11-03
EverSource Wealth Advisors, LLC
7,057$172.4K0.0%CoreMediumBirmingham, AL2026-11-04
Assetmark, Inc
6,122$149.6K0.0%ETFLowConcord, CA2026-10-21
Investors Research Corp
5,455$133.3K0.0%ETFLowAtlanta, GA2026-10-07
Farther Finance Advisors, LLC
5,343$130.5K0.0%IndexLowSan Francisco, CA2026-10-08
Bayforest Capital Ltd
3,908$95.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Root Financial Partners, LLC
3,331$81.4K0.0%ETFMediumEncinitas, CA2026-10-21
Cromwell Holdings LLC
3,310$80.9K0.0%IndexLowJackson, WY2026-10-28
Davis Capital Management
2,593$63.3K0.0%CoreLowJacksonville, FL2026-10-08
Hanson & Doremus Investment Management
2,513$610.0%CoreVery LowBurlington, VT2026-10-16
Fairscale Capital, LLC
2,251$60.6K0.0%GrowthVery LowNashua, NH2026-11-04
Hilton Head Capital Partners, LLC
2,144$52.4K0.0%CoreMediumHilton Head Island, SC2026-10-23
IFP Advisors, Inc
1,931$47.2K0.0%GrowthLowTampa, FL2026-10-16
Armstrong Advisory Group, Inc
1,286$31.4K0.0%ETFHighNeedham, MA2026-10-09
Larson Financial Group LLC
1,043$25.5K0.0%GrowthLowSt Louis, MO2026-11-05
WPG Advisers, LLC
984$24.0K0.0%CoreLowBaltimore, MD2026-10-27
Salomon & Ludwin, LLC
851$20.8K0.0%ETFVery LowRichmond, VA2026-10-29
Eastern Bank
799$19.5K0.0%GrowthMediumBoston, MA2026-10-05
TD Waterhouse Canada Inc.
788$18.7K0.0%CoreLowToronto, Australia2026-10-16
Blue Trust, Inc.
751$18.3K0.0%ETFLowBrentwood, TN2026-10-15
Mather Group, Llc.
670$16.4K0.0%ETFMediumChicago, IL2026-10-14
Fortitude Family Office, LLC
658$16.1K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
623$15.2K0.0%ETFLowFort Lauderdale, FL2026-10-30
Indiana Trust & Investment Management Co
588$14.4K0.0%GrowthLowMishawaka, IN2026-10-22
North Star Investment Management Corp.
543$13.3K0.0%CoreLowChicago, IL2026-10-27
Pinnacle Bancorp, Inc.
538$13.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Trust Co of Vermont
525$12.8K0.0%CoreVery LowBrattleboro, VT2026-10-21
Montag A & Associates Inc
512$12.5K0.0%CoreLowAtlanta, GA2026-10-29
TD Private Client Wealth LLC
488$11.9K0.0%ETFLowNew York, NY2026-10-28
Silver Grove Financial Group, Inc.
452$11.0K0.0%CoreMediumOrchard Park, NY2026-11-05
Miller Global Investments, LLC
420$10.3K0.0%ValueMediumDallas, TX2026-10-02
Owl Creek Wealth Partners LLC
364$8.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Bell Investment Advisors, Inc
361$8.8K0.0%ETFVery LowOrinda, CA2026-10-29
Acumen Wealth Advisors, LLC
340$8.3K0.0%GrowthHighChattanooga, TN2026-11-05
Financial Consulate, Inc
324$7.9K0.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
296$7.2K0.0%ETFVery LowHermitage, PA2026-11-03
True Wealth Design, LLC
267$6.5K0.0%ETFMediumAkron, OH2026-10-13
Nisa Investment Advisors, LLC
263$6.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gilpin Wealth Management, LLC
255$6.2K0.0%GrowthLowDenver, CO2026-10-09
SJS Investment Consulting Inc.
227$5.5K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
194$4.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Proathlete Wealth Management LLC
182$4.4K0.0%ETFVery LowBoca Raton, FL2026-10-15
West Financial Advisors, LLC
166$4.1K0.0%ETFLowDes Moines, IA2026-10-22
Heritage Family Offices, LLP
156$3.8K0.0%GrowthHighScottsdale, AZ2026-11-02
Nemes Rush Group LLC
151$3.7K0.0%CoreVery LowNovi, MI2026-11-04
Murphy & Mullick Capital Management Corp
146$3.6K0.0%GrowthLowSmithtown, NY2026-11-02
Signature Equity Partners, LLC
129$3.2K0.0%GrowthMediumColumbus, OH2026-10-29
West Branch Capital LLC
123$3.0K0.0%GrowthVery LowAmherst, MA2026-10-20
Rossby Financial, LCC
122$3.0K0.0%ETFMediumMelbourne, FL2026-11-05
Highline Wealth Partners LLC
120$2.9K0.0%ETFMediumSherman Oaks, CA2026-10-19
Gables Capital Management Inc.
116$2.8K0.0%GrowthVery LowMiami, FL2026-11-04
Buck Wealth Strategies, LLC
101$2.5K0.0%ValueMediumDenver, CO2026-10-28
Private Trust Co NA
89$2.2K0.0%CoreLowCleveland, OH2026-10-20
Burk Holdings LLC
86$2.1K0.0%ETFVery LowTulsa, OK2026-11-05
Planning Strategies Inc.
80$2.0K0.0%ETFN/ALancaster, PA2026-10-02
Birch Financial Group, LLC
71$1.7K0.0%CoreLowKeene, NH2026-10-27
Jnba Financial Advisors
66$1.6K0.0%ETFMediumBloomington, MN2026-11-03
Evolution Wealth Management Inc.
60$1.5K0.0%ETFMediumFort Myers, FL2026-10-28
Spire Wealth Management
58$1.4K0.0%GrowthMediumMclean, VA2026-10-30
GHP Investment Advisors, Inc.
56$1.4K0.0%CoreVery LowDenver, CO2026-10-15
Ascentis Wealth Management, LLC
56$1.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Physician Wealth Advisors, Inc.
55$1.3K0.0%ETFMediumMidvale, UT2026-10-20
Creative Financial Designs Inc
53$1.3K0.0%ETFMediumKokomo, IN2026-11-04
Elyxium Wealth, LLC
45$1.1K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Breakwater Investment Management
43$1.1K0.0%ETFLowSeattle, WA2026-10-20
Kelleher Financial Advisors
38$9240.0%CoreMediumNew York, NY2026-10-30
Manchester Capital Management LLC
37$9040.0%CoreLowManchester, VT2026-10-22
Financial Network Wealth Advisors LLC
29$7080.0%ETFLowMurray, UT2026-10-28
Caldwell Trust Co
26$6350.0%GrowthLowVenice, FL2026-10-30
Mosley Wealth Management
13$3310.0%ETFHighAnaheim, CA2026-10-16
Bare Financial Services, Inc
13$3180.0%ETFVery LowGap, PA2026-11-04
Oakworth Capital, Inc.
12$2930.0%ETFLowBirmingham, AL2026-10-26
Monetary Solutions, Ltd
10$2440.0%ETFVery LowDayton, OH2026-10-22
Elevation Wealth Partners, LLC
8$1960.0%ETFLowWalnut Creek, CA2026-10-07
Abound Wealth Management
6$1470.0%ETFVery LowFranklin, TN2026-10-26
Triumph Capital Management
6$1470.0%ETFMediumDenver, CO2026-10-14
Whipplewood Advisors, LLC
3$730.0%ETFLowLittleton, CO2026-10-20