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Materion Corp (MTRN)

CUSIP: 576690101 | NYSE | Basic Materials · Other Industrial Metals & Mining | Mid Cap | 934 institutional holders

Quarters

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

Dimensional Fund Advisors LP543,227
0.0% of portfolio›$146.4M
Congress Asset Management Co192,274
0.3% of portfolio›$51.8M
Principal Financial Group Inc138,861
0.0% of portfolio›$37.4M
Copeland Capital Management, LLC120,742
0.7% of portfolio›$32.6M
Raiffeisen Bank International AG88,049
0.3% of portfolio›$23.6M
AGF Management LTD68,093
0.1% of portfolio›$18.4M
MacKenzie Financial Corp61,194
0.0% of portfolio›$16.5M
Mutual of America Capital Management LLC43,648
0.1% of portfolio›$11.8M
ProShare Advisors LLC42,131
0.0% of portfolio›$11.4M
Citigroup Inc37,509
0.0% of portfolio›$10.1M
Chatham Capital Group, Inc.27,725
1.0% of portfolio›$7.5M
Gilman Hill Asset Management, LLC25,345
1.0% of portfolio›$6.8M
Creative Planning20,877
0.0% of portfolio›$5.6M
New York State Teachers Retirement System18,581
0.0% of portfolio›$5.0K
Wealth Enhancement Advisory Services, LLC12,549
0.0% of portfolio›$750.4K
Oliver Luxxe Assets LLC11,288
0.5% of portfolio›$3.0M
Kingswood Wealth Advisors, LLC10,570
0.1% of portfolio›$2.8M
Pinnacle Associates LTD10,516
0.0% of portfolio›$2.8M
Illinois Municipal Retirement Fund9,987
0.0% of portfolio›$2.7M
NorthCrest Asset Manangement, LLC9,841
0.1% of portfolio›$2.7M
Louisiana State Employees Retirement System8,900
0.0% of portfolio›$2.4M
Eulav Asset Management8,900
0.1% of portfolio›$2.4M
Nisa Investment Advisors, LLC7,948
0.0% of portfolio›$2.1M
Meyer Handelman Co7,900
0.1% of portfolio›$2.1M
Asset Management One Co., Ltd.7,872
0.0% of portfolio›$2.1M
State of New Jersey Common Pension Fund D6,777
0.0% of portfolio›$1.8M
Covea Finance6,700
0.1% of portfolio›$1.8M
Virginia Retirement Systems ET Al6,700
0.0% of portfolio›$1.8M
Arizona State Retirement System5,711
0.0% of portfolio›$1.5M
Strs Ohio5,600
0.0% of portfolio›$1.5M
Cookson Peirce & Co Inc5,595
0.1% of portfolio›$1.5M
Heritage Investors Management Corp5,440
0.0% of portfolio›$1.5K
Jackson Creek Investment Advisors LLC5,431
0.0% of portfolio›$1.5K
Yousif Capital Management, LLC5,426
0.0% of portfolio›$1.5M
Amalgamated Bank5,406
0.0% of portfolio›$1.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS4,909
0.0% of portfolio›$1.3M
Oregon Public Employees Retirement Fund4,673
0.0% of portfolio›$1.3M
Deuterium Capital Management, LLC4,540
1.3% of portfolio›$1.2M
State of Alaska, Department of Revenue4,479
0.0% of portfolio›$1.2K
Central Pacific Bank - Trust Division4,273
0.1% of portfolio›$1.2M
Ethic Inc.3,951
0.0% of portfolio›$1.1M
State of Wyoming3,728
0.1% of portfolio›$1.0M
Achmea Investment Management B.V.3,511
0.0% of portfolio›$947.3K
Citizens Financial Group Inc3,050
0.0% of portfolio›$822.3K
DekaBank Deutsche Girozentrale2,928
0.0% of portfolio›$789
Pictet Asset Management Holding SA2,900
0.0% of portfolio›$781.8K
Atria Investments, Inc2,422
0.0% of portfolio›$653.0K
Inspire Investing, LLC2,342
0.0% of portfolio›$631.4K
Swiss Life Asset Management Ltd2,312
0.0% of portfolio›$623.3K
Tred Avon Family Wealth, LLC2,185
0.2% of portfolio›$589.0K
Contravisory Investment Management, Inc.2,044
0.1% of portfolio›$551.0K
Xponance LLC1,987
0.0% of portfolio›$535.7K
Uhlmann Price Securities, LLC1,940
0.0% of portfolio›$523.0K
Gibbs Wealth Management1,635
0.0% of portfolio›$440.8K
Triad Wealth Partners, LLC1,560
0.0% of portfolio›$420.6K
Wetzel Investment Advisors, Inc.1,500
0.1% of portfolio›$404.4K
Abel Hall, LLC1,455
0.1% of portfolio›$392.3K
Praxis Investment Management Inc1,445
0.0% of portfolio›$390
Crossmark Global Holdings, Inc.1,410
0.0% of portfolio›$380.1K
ANB Bank1,377
0.1% of portfolio›$371.2K
AdvisorNet Financial, Inc1,363
0.0% of portfolio›$348.6K
Choreo, LLC1,320
0.0% of portfolio›$355.9K
Summit Global Investments1,286
0.0% of portfolio›$347
Highland Capital Management, LLC1,263
0.0% of portfolio›$340.5K
CIBC Asset Management Inc1,208
0.0% of portfolio›$325.7K
First Citizens Bank & Trust Co1,171
0.0% of portfolio›$315.7K
Fifth Third Wealth Advisors LLC1,130
0.0% of portfolio›$304.6K
Hardin Capital Partners, LLC1,100
0.1% of portfolio›$296.5K
Whalen Wealth Management Inc.1,094
0.1% of portfolio›$294.9K
Exchange Traded Concepts, LLC1,067
0.0% of portfolio›$287.7K
Portside Wealth Group, LLC1,061
0.0% of portfolio›$286.0K
OP Asset Management Ltd1,016
0.0% of portfolio›$273.9K
Oppenheimer Asset Management Inc.971
0.0% of portfolio›$261.8K
Lanark Financial, Inc.968
0.0% of portfolio›$261.0K
Profund Advisors LLC957
0.0% of portfolio›$258.0K
Concurrent Investment Advisors, LLC935
0.0% of portfolio›$252.1K
Gamma Investing LLC917
0.0% of portfolio›$247.2K
Keybank National Association876
0.0% of portfolio›$236.2K
Argos Wealth Advisors, LLC860
0.1% of portfolio›$231.8K
Sage Rhino Capital LLC850
0.0% of portfolio›$229.2K
Elevation Point Wealth Partners, LLC828
0.0% of portfolio›$223.3K
Cambridge Investment Research Advisors, Inc.810
0.0% of portfolio›$218
Caitong International Asset Management Co., Ltd778
0.0% of portfolio›$209.7K
HUB Investment Partners, LLC749
0.0% of portfolio›$202.0K
Wedbush Securities Inc747
0.0% of portfolio›$201
Simplex Trading, LLC728
0.0% of portfolio›$196.3K
KBC Group NV717
0.0% of portfolio›$193
Sterling Capital Management LLC693
0.0% of portfolio›$186.8K
TD Waterhouse Canada Inc.650
0.0% of portfolio›$185.3K
EverSource Wealth Advisors, LLC526
0.0% of portfolio›$141.8K
Pinnacle Wealth Planning Services, Inc.525
0.0% of portfolio›$141.5K
Brown, Lisle Ings, Inc.427
0.0% of portfolio›$115.1K
Parallel Advisors, LLC394
0.0% of portfolio›$106.2K
Farther Finance Advisors, LLC389
0.0% of portfolio›$104.9K
SBI Securities Co., Ltd.364
0.0% of portfolio›$98.1K
Versant Capital Management, Inc353
0.0% of portfolio›$95.2K
Salomon & Ludwin, LLC265
0.0% of portfolio›$71.4K
Compass Wealth Management LLC250
0.0% of portfolio›$67.4K
Harbor Investment Advisory, LLC243
0.0% of portfolio›$65.5K
Signaturefd, LLC204
0.0% of portfolio›$55.0K
Covestor Ltd203
0.0% of portfolio›$55
Cullen T Bankers, Inc.155
0.0% of portfolio›$41.8K
Bayforest Capital Ltd155
0.1% of portfolio›$41.8K
First Horizon Corp152
0.0% of portfolio›$41.0K
Root Financial Partners, LLC140
0.0% of portfolio›$37.7K
Key FInancial Inc138
0.0% of portfolio›$37.2K
MassMutual Private Wealth & Trust, FSB136
0.0% of portfolio›$36.7K
Polaris Financial Partners132
0.0% of portfolio›$36
Retirement Wealth Solutions LLC124
0.0% of portfolio›$33.4K
University of Texas S AM Investment Management Co100
0.0% of portfolio›$27.0K
Fortitude Family Office, LLC63
0.0% of portfolio›$17.0K
Essential Partners LLC62
0.0% of portfolio›$16.7K
Mitsubishi UFJ Asset Management Co., Ltd.59
0.0% of portfolio›$15.9K
Harbor Capital Advisors, Inc.54
0.0% of portfolio›$15
IFP Advisors, Inc46
0.0% of portfolio›$12.4K
WPG Advisers, LLC42
0.0% of portfolio›$11.3K
Private Wealth Management Group, LLC39
0.0% of portfolio›$10.5K
Bare Financial Services, Inc35
0.0% of portfolio›$9.4K
Parkside Financial Bank & Trust31
0.0% of portfolio›$8.4K
GK Wealth Management LLC30
0.0% of portfolio›$8.1K
Assetmark, Inc22
0.0% of portfolio›$5.9K
Concord Wealth Partners21
0.0% of portfolio›$5.7K
Provenance Wealth Advisors, LLC21
0.0% of portfolio›$5.7K
True Wealth Design, LLC21
0.0% of portfolio›$5.7K
Hughes Financial Services, LLC21
0.0% of portfolio›$5.0K
Farmers & Merchants Investments Inc20
0.0% of portfolio›$5.4K
Bell Investment Advisors, Inc17
0.0% of portfolio›$4.6K
JFS Wealth Advisors, LLC17
0.0% of portfolio›$4.6K
SJS Investment Consulting Inc.16
0.0% of portfolio›$4.3K
Creative Capital Management Investments LLC14
0.0% of portfolio›$3.8K
Farmers & Merchants Trust Co of Chambersburg PA10
0.0% of portfolio›$3
UMB Private Wealth Management, LLC9
0.0% of portfolio›$2.4K
Capital Advisors, Ltd. LLC8
0.0% of portfolio›$2
Toth Financial Advisory Corp6
0.0% of portfolio›$1.6K
Pension & Wealth Management Advisors, Inc.6
0.0% of portfolio›$1.6K
DeDora Capital, Inc.5
0.0% of portfolio›$1.3K
Financial Consulate, Inc5
0.0% of portfolio›$1.3K
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$1.3K
Valley National Advisers Inc5
0.0% of portfolio›$1.3K
Montag A & Associates Inc5
0.0% of portfolio›$1.2K
Financial Network Wealth Advisors LLC4
0.0% of portfolio›$1.1K
Bay Harbor Wealth Management, LLC4
0.0% of portfolio›$1.1K
Noble Wealth Management PBC3
0.0% of portfolio›$809
Gilpin Wealth Management, LLC3
0.0% of portfolio›$809
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$809
Davis Capital Management1
0.0% of portfolio›$270
DecisionPoint Financial, LLC1
0.0% of portfolio›$286
Abound Wealth Management1
0.0% of portfolio›$270
Signature Equity Partners, LLC1
0.0% of portfolio›$279
Ascentis Wealth Management, LLC1
0.0% of portfolio›$269
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
543,227$146.4M0.0%IndexLowAustin, TX2026-11-04
Congress Asset Management Co
192,274$51.8M0.3%GrowthMediumBoston, MA2026-10-06
Principal Financial Group Inc
138,861$37.4M0.0%CoreLowDes Moines, IA2026-11-02
Copeland Capital Management, LLC
120,742$32.6M0.7%ValueMediumConshohocken, PA2026-10-13
Raiffeisen Bank International AG
88,049$23.6M0.3%GrowthMediumVienna, Chile2026-10-28
AGF Management LTD
68,093$18.4M0.1%GrowthHighToronto, Australia2026-11-03
MacKenzie Financial Corp
61,194$16.5M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Mutual of America Capital Management LLC
43,648$11.8M0.1%IndexLowNew York, NY2026-10-23
ProShare Advisors LLC
42,131$11.4M0.0%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
37,509$10.1M0.0%CoreMediumNew York, NY2026-11-04
Chatham Capital Group, Inc.
27,725$7.5M1.0%CoreLowSavannah, GA2026-10-16
Gilman Hill Asset Management, LLC
25,345$6.8M1.0%YieldMediumNew Canaan, CT2026-10-13
Creative Planning
20,877$5.6M0.0%IndexVery LowOverland Park, KS2026-11-02
New York State Teachers Retirement System
18,581$5.0K0.0%CoreVery LowAlbany, NY2026-10-22
Wealth Enhancement Advisory Services, LLC
12,549$750.4K0.0%CoreLowPlymouth, MN2026-10-13
Oliver Luxxe Assets LLC
11,288$3.0M0.5%ValueMediumGladstone, NJ2026-10-14
Kingswood Wealth Advisors, LLC
10,570$2.8M0.1%GrowthLowSan Diego, CA2026-10-23
Pinnacle Associates LTD
10,516$2.8M0.0%CoreLowNew York, NY2026-10-20
Illinois Municipal Retirement Fund
9,987$2.7M0.0%CoreMediumOak Brook, IL2026-11-05
NorthCrest Asset Manangement, LLC
9,841$2.7M0.1%GrowthLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
8,900$2.4M0.0%IndexLowBaton Rouge, LA2026-10-20
Eulav Asset Management
8,900$2.4M0.1%GrowthMediumSarasota, FL2026-10-23
Nisa Investment Advisors, LLC
7,948$2.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Meyer Handelman Co
7,900$2.1M0.1%CoreLowRye Brook, NY2026-10-28
Asset Management One Co., Ltd.
7,872$2.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
State of New Jersey Common Pension Fund D
6,777$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Covea Finance
6,700$1.8M0.1%GrowthMediumParis, India2026-10-21
Virginia Retirement Systems ET Al
6,700$1.8M0.0%CoreMediumRichmond, VA2026-10-28
Arizona State Retirement System
5,711$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
5,600$1.5M0.0%CoreMediumColumbus, OH2026-10-30
Cookson Peirce & Co Inc
5,595$1.5M0.1%GrowthHighPittsburgh, PA2026-10-30
Heritage Investors Management Corp
5,440$1.5K0.0%CoreVery LowBethesda, MD2026-10-29
Jackson Creek Investment Advisors LLC
5,431$1.5K0.0%ValueVery HighCastle Rock, CO2026-11-04
Yousif Capital Management, LLC
5,426$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
5,406$1.5K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
4,909$1.3M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
4,673$1.3M0.0%IndexVery LowTigard, OR2026-10-30
Deuterium Capital Management, LLC
4,540$1.2M1.3%GrowthLowClearwater, FL2026-11-04
State of Alaska, Department of Revenue
4,479$1.2K0.0%CoreVery LowJuneau, AK2026-10-15
Central Pacific Bank - Trust Division
4,273$1.2M0.1%CoreMediumHonolulu, HI2026-10-06
Ethic Inc.
3,951$1.1M0.0%CoreLowNew York, NY2026-11-03
State of Wyoming
3,728$1.0M0.1%ValueHighCheyenne, WY2026-10-28
Achmea Investment Management B.V.
3,511$947.3K0.0%CoreMediumZeist, Philippines2026-10-30
Citizens Financial Group Inc
3,050$822.3K0.0%GrowthLowProvidence, RI2026-10-23
DekaBank Deutsche Girozentrale
2,928$7890.0%CoreLowFrankfurt, Hong Kong2026-10-27
Pictet Asset Management Holding SA
2,900$781.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Atria Investments, Inc
2,422$653.0K0.0%CoreMediumCharlotte, NC2026-10-15
Inspire Investing, LLC
2,342$631.4K0.0%GARPHighMeridian, ID2026-10-22
Swiss Life Asset Management Ltd
2,312$623.3K0.0%CoreLowZurich, Switzerland2026-11-03
Tred Avon Family Wealth, LLC
2,185$589.0K0.2%CoreLowEaston, MD2026-10-20
Contravisory Investment Management, Inc.
2,044$551.0K0.1%MomentumHighNorwell, MA2026-10-13
Xponance LLC
1,987$535.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Uhlmann Price Securities, LLC
1,940$523.0K0.0%Agg GrowthLowSkokie, IL2026-11-03
Gibbs Wealth Management
1,635$440.8K0.0%CoreLowAlpharetta, GA2026-10-22
Triad Wealth Partners, LLC
1,560$420.6K0.0%ETFMediumLawrence, KS2026-10-26
Wetzel Investment Advisors, Inc.
1,500$404.4K0.1%ETFLowIndianapolis, IN2026-10-13
Abel Hall, LLC
1,455$392.3K0.1%CoreMediumBaton Rouge, LA2026-10-19
Praxis Investment Management Inc
1,445$3900.0%CoreLowGoshen, IN2026-11-03
Crossmark Global Holdings, Inc.
1,410$380.1K0.0%GARPMediumHouston, TX2026-10-21
ANB Bank
1,377$371.2K0.1%CoreLowDenver, CO2026-10-09
AdvisorNet Financial, Inc
1,363$348.6K0.0%ETFLowMinnetonka, MN2026-10-15
Choreo, LLC
1,320$355.9K0.0%IndexLowRockford, IL2026-10-28
Summit Global Investments
1,286$3470.0%CoreMediumBountiful, UT2026-10-28
Highland Capital Management, LLC
1,263$340.5K0.0%GrowthMediumMemphis, TN2026-10-26
CIBC Asset Management Inc
1,208$325.7K0.0%GARPLowToronto, South Africa2026-11-05
First Citizens Bank & Trust Co
1,171$315.7K0.0%CoreMediumRaleigh, NC2026-10-14
Fifth Third Wealth Advisors LLC
1,130$304.6K0.0%IndexVery LowCincinnati, OH2026-10-22
Hardin Capital Partners, LLC
1,100$296.5K0.1%YieldVery LowGreenville, SC2026-10-09
Whalen Wealth Management Inc.
1,094$294.9K0.1%GrowthHighLas Vegas, NV2026-10-08
Exchange Traded Concepts, LLC
1,067$287.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Portside Wealth Group, LLC
1,061$286.0K0.0%CoreMediumProvo, UT2026-10-20
OP Asset Management Ltd
1,016$273.9K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Oppenheimer Asset Management Inc.
971$261.8K0.0%CoreMediumNew York, NY2026-10-27
Lanark Financial, Inc.
968$261.0K0.0%CoreMediumBirmingham, AL2026-10-26
Profund Advisors LLC
957$258.0K0.0%GrowthLowBethesda, MD2026-10-29
Concurrent Investment Advisors, LLC
935$252.1K0.0%GrowthMediumTampa, FL2026-10-16
Gamma Investing LLC
917$247.2K0.0%IndexVery LowFoster City, CA2026-10-08
Keybank National Association
876$236.2K0.0%CoreLowBrooklyn, OH2026-11-04
Argos Wealth Advisors, LLC
860$231.8K0.1%GrowthLowSacramento, CA2026-11-02
Sage Rhino Capital LLC
850$229.2K0.0%ETFLowMenlo Park, CA2026-10-28
Elevation Point Wealth Partners, LLC
828$223.3K0.0%CoreHighDenver, CO2026-11-05
Cambridge Investment Research Advisors, Inc.
810$2180.0%ETFLowFairfield, IA2026-11-02
Caitong International Asset Management Co., Ltd
778$209.7K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
HUB Investment Partners, LLC
749$202.0K0.0%GrowthLowAustin, TX2026-11-03
Wedbush Securities Inc
747$2010.0%CoreLowPasadena, CA2026-10-22
Simplex Trading, LLC
728$196.3K0.0%CoreVery HighChicago, IL2026-11-04
KBC Group NV
717$1930.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
693$186.8K0.0%GARPMediumCharlotte, NC2026-10-22
TD Waterhouse Canada Inc.
650$185.3K0.0%CoreLowToronto, Australia2026-10-16
EverSource Wealth Advisors, LLC
526$141.8K0.0%CoreMediumBirmingham, AL2026-11-04
Pinnacle Wealth Planning Services, Inc.
525$141.5K0.0%GARPLowMansfield, OH2026-10-27
Brown, Lisle Ings, Inc.
427$115.1K0.0%CoreVery LowProvidence, RI2026-10-16
Parallel Advisors, LLC
394$106.2K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
389$104.9K0.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
364$98.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Versant Capital Management, Inc
353$95.2K0.0%GARPLowPhoenix, AZ2026-10-02
Salomon & Ludwin, LLC
265$71.4K0.0%ETFVery LowRichmond, VA2026-10-29
Compass Wealth Management LLC
250$67.4K0.0%GARPLowGuilford, CT2026-10-22
Harbor Investment Advisory, LLC
243$65.5K0.0%GrowthLowLutherville, MD2026-10-13
Signaturefd, LLC
204$55.0K0.0%IndexLowAtlanta, GA2026-10-23
Covestor Ltd
203$550.0%ValueHighLondon, United Kingdom2026-10-30
Cullen T Bankers, Inc.
155$41.8K0.0%GrowthLowSan Antonio, TX2026-10-28
Bayforest Capital Ltd
155$41.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
First Horizon Corp
152$41.0K0.0%CoreLowMemphis, TN2026-10-26
Root Financial Partners, LLC
140$37.7K0.0%ETFMediumEncinitas, CA2026-10-21
Key FInancial Inc
138$37.2K0.0%ETFLowWest Chester, PA2026-11-02
MassMutual Private Wealth & Trust, FSB
136$36.7K0.0%CoreLowSpringfield, MA2026-10-05
Polaris Financial Partners
132$360.0%GrowthN/AWesterville, OH2026-10-02
Retirement Wealth Solutions LLC
124$33.4K0.0%ETFLowMarshfield, WI2026-10-07
University of Texas S AM Investment Management Co
100$27.0K0.0%CoreHighAustin, TX2026-11-03
Fortitude Family Office, LLC
63$17.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Essential Partners LLC
62$16.7K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
59$15.9K0.0%IndexVery LowTokyo, Mexico2026-11-05
Harbor Capital Advisors, Inc.
54$150.0%ValueHighChicago, IL2026-10-22
IFP Advisors, Inc
46$12.4K0.0%GrowthLowTampa, FL2026-10-16
WPG Advisers, LLC
42$11.3K0.0%CoreLowBaltimore, MD2026-10-27
Private Wealth Management Group, LLC
39$10.5K0.0%ETFLowPrinceton, NJ2026-10-19
Bare Financial Services, Inc
35$9.4K0.0%ETFVery LowGap, PA2026-11-04
Parkside Financial Bank & Trust
31$8.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
30$8.1K0.0%GARPVery HighReno, NV2026-10-09
Assetmark, Inc
22$5.9K0.0%ETFLowConcord, CA2026-10-21
Concord Wealth Partners
21$5.7K0.0%GrowthLowAbingdon, VA2026-11-02
Provenance Wealth Advisors, LLC
21$5.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
True Wealth Design, LLC
21$5.7K0.0%ETFMediumAkron, OH2026-10-13
Hughes Financial Services, LLC
21$5.0K0.0%ETFLowHerndon, VA2026-10-30
Farmers & Merchants Investments Inc
20$5.4K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
17$4.6K0.0%ETFVery LowOrinda, CA2026-10-29
JFS Wealth Advisors, LLC
17$4.6K0.0%ETFVery LowHermitage, PA2026-11-03
SJS Investment Consulting Inc.
16$4.3K0.0%ETFVery LowSylvania, OH2026-10-26
Creative Capital Management Investments LLC
14$3.8K0.0%ETFLowSan Diego, CA2026-10-28
Farmers & Merchants Trust Co of Chambersburg PA
10$30.0%GARPLowChambersburg, PA2026-10-14
UMB Private Wealth Management, LLC
9$2.4K0.0%GrowthN/AKansas City, MO2026-10-19
Capital Advisors, Ltd. LLC
8$20.0%ETFLowShaker Heights, OH2026-10-27
Toth Financial Advisory Corp
6$1.6K0.0%CoreLowLeesburg, VA2026-10-08
Pension & Wealth Management Advisors, Inc.
6$1.6K0.0%ETFLowWaltham, MA2026-10-16
DeDora Capital, Inc.
5$1.3K0.0%ETFVery LowNapa, CA2026-10-26
Financial Consulate, Inc
5$1.3K0.0%ETFLowHunt Valley, MD2026-10-23
DiNuzzo Private Wealth, Inc.
5$1.3K0.0%ETFLowBeaver, PA2026-10-16
Valley National Advisers Inc
5$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Montag A & Associates Inc
5$1.2K0.0%CoreLowAtlanta, GA2026-10-29
Financial Network Wealth Advisors LLC
4$1.1K0.0%ETFLowMurray, UT2026-10-28
Bay Harbor Wealth Management, LLC
4$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Noble Wealth Management PBC
3$8090.0%YieldMediumGreenwood Village, CO2026-10-01
Gilpin Wealth Management, LLC
3$8090.0%GrowthLowDenver, CO2026-10-09
Physician Wealth Advisors, Inc.
3$8090.0%ETFMediumMidvale, UT2026-10-20
Davis Capital Management
1$2700.0%CoreLowJacksonville, FL2026-10-08
DecisionPoint Financial, LLC
1$2860.0%ETFVery LowMesa, AZ2026-10-27
Abound Wealth Management
1$2700.0%ETFVery LowFranklin, TN2026-10-26
Signature Equity Partners, LLC
1$2790.0%GrowthMediumColumbus, OH2026-10-29
Ascentis Wealth Management, LLC
1$2690.0%Agg GrowthLowDallas, TX2026-11-03