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Merit Medical Systems Inc (MMSI)

CUSIP: 589889104 | NYSE | Healthcare · Medical Instruments & Supplies | Mid Cap | 1157 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,655,196
0.0% of portfolio›$142.7M
Conestoga Capital Advisors, LLC1,510,239
3.9% of portfolio›$130.2M
Congress Asset Management Co1,260,675
0.7% of portfolio›$108.7M
Boston Trust Walden Corp531,396
0.4% of portfolio›$45.8M
Principal Financial Group Inc413,877
0.0% of portfolio›$35.7M
Fort Washington Investment Advisors Inc369,895
0.2% of portfolio›$31.9M
Creative Planning210,870
0.0% of portfolio›$18.2M
Pembroke Management, LTD155,105
1.7% of portfolio›$13.4M
Eulav Asset Management138,013
0.4% of portfolio›$11.9M
Wilmington Savings Fund Society, FSB84,202
0.2% of portfolio›$7.3M
Seizert Capital Partners, LLC77,386
0.3% of portfolio›$6.7M
New York State Teachers Retirement System74,646
0.0% of portfolio›$6.4K
Assenagon Asset Management S.A.67,135
0.0% of portfolio›$5.8M
Fideuram Asset Management (Ireland) dac53,325
0.1% of portfolio›$4.6M
Mountain Pacific Investment Advisers LLC38,048
0.5% of portfolio›$3.3M
Illinois Municipal Retirement Fund31,791
0.0% of portfolio›$2.7M
Citigroup Inc28,238
0.0% of portfolio›$2.4M
Riverwater Partners LLC26,292
0.6% of portfolio›$2.3M
Louisiana State Employees Retirement System25,400
0.0% of portfolio›$2.2M
Gradient Investments LLC23,059
0.0% of portfolio›$2.0M
Truist Financial Corp21,401
0.0% of portfolio›$1.8M
State of New Jersey Common Pension Fund D21,042
0.0% of portfolio›$1.8M
Vise Technologies, Inc.19,134
0.0% of portfolio›$1.6M
Atria Investments, Inc18,457
0.0% of portfolio›$1.6M
Yousif Capital Management, LLC17,931
0.0% of portfolio›$1.5M
Arizona State Retirement System16,802
0.0% of portfolio›$1.4M
Evergreen Capital Management LLC16,231
0.0% of portfolio›$1.4M
Wakefield Asset Management Lllp15,852
0.3% of portfolio›$1.4M
Virginia Retirement Systems ET Al15,500
0.0% of portfolio›$1.3M
Amalgamated Bank15,483
0.0% of portfolio›$1.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS14,068
0.0% of portfolio›$1.2M
Wealth Enhancement Advisory Services, LLC13,973
0.0% of portfolio›$1.2M
Gibbs Wealth Management13,926
0.1% of portfolio›$1.2M
Oregon Public Employees Retirement Fund13,416
0.0% of portfolio›$1.2M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.13,352
0.0% of portfolio›$1.2M
State of Alaska, Department of Revenue12,630
0.0% of portfolio›$1.1K
Park Avenue Securities LLC11,009
0.0% of portfolio›$949
Smith Group Asset Management, LLC9,224
0.1% of portfolio›$795.4K
Pictet Asset Management Holding SA8,605
0.0% of portfolio›$742.0K
Guidance Capital, Inc8,541
0.2% of portfolio›$720.1K
Portside Wealth Group, LLC8,506
0.1% of portfolio›$733.5K
Winnacle Wealth LLC8,447
0.5% of portfolio›$728.3K
ProShare Advisors LLC8,202
0.0% of portfolio›$707.3K
DekaBank Deutsche Girozentrale8,018
0.0% of portfolio›$701
Karras Company, Inc.7,450
0.6% of portfolio›$642.4K
Abel Hall, LLC7,357
0.1% of portfolio›$634.4K
Ascentis Independent Advisors7,140
0.0% of portfolio›$615.6K
Y-Intercept (Hong Kong) Ltd7,053
0.0% of portfolio›$608.2K
Mutual of America Capital Management LLC6,814
0.0% of portfolio›$587.6K
Strs Ohio6,600
0.0% of portfolio›$569.1K
Quadrant Capital Group LLC6,547
0.0% of portfolio›$577.1K
Swiss Life Asset Management Ltd6,459
0.0% of portfolio›$557.0K
Jackson Creek Investment Advisors LLC6,202
0.0% of portfolio›$535
Elevation Point Wealth Partners, LLC6,134
0.0% of portfolio›$528.9K
Lido Advisors, LLC6,101
0.0% of portfolio›$526.1K
Xponance LLC5,792
0.0% of portfolio›$499.4K
Praxis Investment Management Inc5,690
0.0% of portfolio›$491
CWC Advisors, Llc.5,553
0.2% of portfolio›$478.8K
Ethic Inc.4,843
0.0% of portfolio›$417.6K
Imc-Chicago, LLC4,640
0.0% of portfolio›$400.1K
Sowell Financial Services LLC4,609
0.0% of portfolio›$397.4K
Nisa Investment Advisors, LLC4,555
0.0% of portfolio›$392.8K
Exchange Traded Concepts, LLC4,536
0.0% of portfolio›$391.1K
Crossmark Global Holdings, Inc.4,489
0.0% of portfolio›$387.1K
Brucke Financial, Inc.4,475
0.2% of portfolio›$385.9K
Brighton Jones LLC4,346
0.0% of portfolio›$374.8K
Old National Bancorp4,311
0.0% of portfolio›$371.7K
Kestra Advisory Services, LLC3,934
0.0% of portfolio›$339.2K
Hohimer Wealth Management, LLC3,870
0.0% of portfolio›$333.7K
Norden Group LLC3,596
0.0% of portfolio›$310.1K
Bryn Mawr Trust Advisors, LLC3,554
0.0% of portfolio›$306.5K
Gamma Investing LLC3,550
0.0% of portfolio›$306.1K
HB Wealth Management, LLC3,542
0.0% of portfolio›$305.4K
TD Private Client Wealth LLC3,286
0.0% of portfolio›$283.4K
Angeles Wealth Management, LLC3,258
0.0% of portfolio›$280.9K
CIBC Asset Management Inc3,215
0.0% of portfolio›$277.2K
Wedbush Securities Inc3,167
0.0% of portfolio›$273
ZWJ Investment Counsel Inc3,108
0.0% of portfolio›$268.0K
Choreo, LLC3,006
0.0% of portfolio›$259.2K
Epiq Partners, LLC3,000
0.1% of portfolio›$258.7K
Guardian Asset Advisors, LLC2,914
0.1% of portfolio›$251.3K
Balboa Wealth Partners2,881
0.0% of portfolio›$248.4K
111 Capital2,779
0.0% of portfolio›$239.6K
Profund Advisors LLC2,741
0.0% of portfolio›$236.4K
Blue Trust, Inc.2,605
0.0% of portfolio›$224.6K
MeadowBrook Investment Advisors LLC2,510
0.2% of portfolio›$235.8K
Central Pacific Bank - Trust Division2,487
0.0% of portfolio›$214.5K
Signaturefd, LLC2,465
0.0% of portfolio›$212.6K
B.O.S.S. Retirement Advisors, LLC2,439
0.1% of portfolio›$210.3K
Fifth Third Wealth Advisors LLC2,394
0.0% of portfolio›$206.4K
EverSource Wealth Advisors, LLC2,392
0.0% of portfolio›$206.3K
Moody National Bank Trust Division2,359
0.0% of portfolio›$203.4K
Hilltop National Bank2,301
0.0% of portfolio›$198.4K
Chicago Partners Investment Group LLC2,280
0.0% of portfolio›$212.7K
KBC Group NV1,668
0.0% of portfolio›$144
Assetmark, Inc1,528
0.0% of portfolio›$131.8K
Heritage Family Offices, LLP1,284
0.0% of portfolio›$110.7K
Sterling Capital Management LLC1,246
0.0% of portfolio›$107.4K
Parkside Financial Bank & Trust1,010
0.0% of portfolio›$87.1K
Farther Finance Advisors, LLC890
0.0% of portfolio›$76.7K
State of Wyoming787
0.0% of portfolio›$67.9K
Pinnacle Wealth Planning Services, Inc.784
0.0% of portfolio›$67.6K
Harbor Investment Advisory, LLC721
0.0% of portfolio›$62.2K
IFP Advisors, Inc694
0.0% of portfolio›$59.8K
Salomon & Ludwin, LLC537
0.0% of portfolio›$46.3K
Covestor Ltd437
0.0% of portfolio›$38
Wolverine Asset Management LLC416
0.0% of portfolio›$35.9K
Bare Financial Services, Inc374
0.0% of portfolio›$32.3K
Parallel Advisors, LLC313
0.0% of portfolio›$27.0K
First Horizon Corp270
0.0% of portfolio›$23.3K
Spire Wealth Management262
0.0% of portfolio›$22.6K
Owl Creek Wealth Partners LLC220
0.0% of portfolio›$19.0K
Versant Capital Management, Inc213
0.0% of portfolio›$18.4K
Bayforest Capital Ltd211
0.0% of portfolio›$18.2K
SJS Investment Consulting Inc.209
0.0% of portfolio›$18.0K
Fortitude Family Office, LLC189
0.0% of portfolio›$16.3K
Provenance Wealth Advisors, LLC180
0.0% of portfolio›$15.5K
Bell Investment Advisors, Inc172
0.0% of portfolio›$14.8K
Root Financial Partners, LLC152
0.0% of portfolio›$13.1K
KFG LLC144
0.0% of portfolio›$12.4K
Private Trust Co NA140
0.0% of portfolio›$12.1K
MassMutual Private Wealth & Trust, FSB137
0.0% of portfolio›$11.8K
Harbor Capital Advisors, Inc.128
0.0% of portfolio›$11
GK Wealth Management LLC118
0.0% of portfolio›$10.2K
Essential Partners LLC104
0.0% of portfolio›$9.0K
True Wealth Design, LLC99
0.0% of portfolio›$8.5K
High Note Wealth, LLC80
0.0% of portfolio›$6.9K
Cedar Mountain Advisors, LLC69
0.0% of portfolio›$6.0K
Physician Wealth Advisors, Inc.61
0.0% of portfolio›$5.3K
Farmers & Merchants Investments Inc59
0.0% of portfolio›$5.1K
Retirement Wealth Solutions LLC57
0.0% of portfolio›$4.9K
JFS Wealth Advisors, LLC55
0.0% of portfolio›$4.7K
Signature Equity Partners, LLC55
0.0% of portfolio›$4.7K
Avion Wealth54
0.0% of portfolio›$4
Mitsubishi UFJ Asset Management Co., Ltd.46
0.0% of portfolio›$4.0K
UMB Private Wealth Management, LLC42
0.0% of portfolio›$3.6K
Financial Network Wealth Advisors LLC34
0.0% of portfolio›$2.9K
Wolff Wiese Magana LLC33
0.0% of portfolio›$2.8K
West Paces Advisors Inc.15
0.0% of portfolio›$1.3K
Horizon Financial Services, LLC13
0.0% of portfolio›$1.1K
CoreCap Advisors, LLC12
0.0% of portfolio›$1.0K
Creative Capital Management Investments LLC12
0.0% of portfolio›$1.0K
Torren Management, LLC10
0.0% of portfolio›$862
Gilpin Wealth Management, LLC10
0.0% of portfolio›$863
Valley National Advisers Inc10
0.0% of portfolio›$863
Creative Financial Designs Inc9
0.0% of portfolio›$776
Breakwater Investment Management8
0.0% of portfolio›$690
Marquette Asset Management, LLC8
0.0% of portfolio›$690
Elyxium Wealth, LLC7
0.0% of portfolio›$604
Bay Harbor Wealth Management, LLC7
0.0% of portfolio›$604
North Star Investment Management Corp.7
0.0% of portfolio›$604
Financial Consulate, Inc6
0.0% of portfolio›$518
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$518
Capital Advisors, Ltd. LLC5
0.0% of portfolio›$0
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$431
Davis Capital Management4
0.0% of portfolio›$345
James T. Borello RIA4
0.0% of portfolio›$345
Abound Wealth Management4
0.0% of portfolio›$345
Ascentis Wealth Management, LLC4
0.0% of portfolio›$344
Hughes Financial Services, LLC3
0.0% of portfolio›$280
DecisionPoint Financial, LLC2
0.0% of portfolio›$173
GHP Investment Advisors, Inc.2
0.0% of portfolio›$173
WPG Advisers, LLC2
0.0% of portfolio›$172
Maryland Capital Advisors Inc.1
0.0% of portfolio›$87
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,655,196$142.7M0.0%IndexLowAustin, TX2026-11-04
Conestoga Capital Advisors, LLC
1,510,239$130.2M3.9%CoreLowWayne, PA2026-11-02
Congress Asset Management Co
1,260,675$108.7M0.7%GrowthMediumBoston, MA2026-10-06
Boston Trust Walden Corp
531,396$45.8M0.4%CoreLowBoston, MA2026-10-30
Principal Financial Group Inc
413,877$35.7M0.0%CoreLowDes Moines, IA2026-11-02
Fort Washington Investment Advisors Inc
369,895$31.9M0.2%CoreLowCincinnati, OH2026-10-15
Creative Planning
210,870$18.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Pembroke Management, LTD
155,105$13.4M1.7%GARPMediumMontreal, Austria2026-10-21
Eulav Asset Management
138,013$11.9M0.4%GrowthMediumSarasota, FL2026-10-23
Wilmington Savings Fund Society, FSB
84,202$7.3M0.2%CoreLowWilmington, DE2026-10-23
Seizert Capital Partners, LLC
77,386$6.7M0.3%ValueMediumBirmingham, MI2026-10-30
New York State Teachers Retirement System
74,646$6.4K0.0%CoreVery LowAlbany, NY2026-10-22
Assenagon Asset Management S.A.
67,135$5.8M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Fideuram Asset Management (Ireland) dac
53,325$4.6M0.1%CoreHighDublin 1, Lithuania2026-10-29
Mountain Pacific Investment Advisers LLC
38,048$3.3M0.5%CoreVery LowBoise, ID2026-10-29
Illinois Municipal Retirement Fund
31,791$2.7M0.0%CoreMediumOak Brook, IL2026-11-05
Citigroup Inc
28,238$2.4M0.0%CoreMediumNew York, NY2026-11-04
Riverwater Partners LLC
26,292$2.3M0.6%ValueMediumMilwaukee, WI2026-11-03
Louisiana State Employees Retirement System
25,400$2.2M0.0%IndexLowBaton Rouge, LA2026-10-20
Gradient Investments LLC
23,059$2.0M0.0%CoreMediumArden Hills, MN2026-10-08
Truist Financial Corp
21,401$1.8M0.0%CoreLowCharlotte, NC2026-10-30
State of New Jersey Common Pension Fund D
21,042$1.8M0.0%CoreLowTrenton, NJ2026-11-05
Vise Technologies, Inc.
19,134$1.6M0.0%IndexLowNew York, NY2026-10-29
Atria Investments, Inc
18,457$1.6M0.0%CoreMediumCharlotte, NC2026-10-15
Yousif Capital Management, LLC
17,931$1.5M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Arizona State Retirement System
16,802$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Evergreen Capital Management LLC
16,231$1.4M0.0%GARPMediumBellevue, WA2026-10-23
Wakefield Asset Management Lllp
15,852$1.4M0.3%ValueMediumEnglewood, CO2026-11-05
Virginia Retirement Systems ET Al
15,500$1.3M0.0%CoreMediumRichmond, VA2026-10-28
Amalgamated Bank
15,483$1.3K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
14,068$1.2M0.0%CoreLowHarrisburg, PA2026-11-03
Wealth Enhancement Advisory Services, LLC
13,973$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Gibbs Wealth Management
13,926$1.2M0.1%CoreLowAlpharetta, GA2026-10-22
Oregon Public Employees Retirement Fund
13,416$1.2M0.0%IndexVery LowTigard, OR2026-10-30
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
13,352$1.2M0.0%CoreHighTurin, Latvia2026-10-22
State of Alaska, Department of Revenue
12,630$1.1K0.0%CoreVery LowJuneau, AK2026-10-15
Park Avenue Securities LLC
11,009$9490.0%ETFMediumNew York, NY2026-10-26
Smith Group Asset Management, LLC
9,224$795.4K0.1%GrowthLowDallas, TX2026-10-27
Pictet Asset Management Holding SA
8,605$742.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Guidance Capital, Inc
8,541$720.1K0.2%ETFMediumLousville, KY2026-11-03
Portside Wealth Group, LLC
8,506$733.5K0.1%CoreMediumProvo, UT2026-10-20
Winnacle Wealth LLC
8,447$728.3K0.5%CoreMediumWaco, TX2026-10-15
ProShare Advisors LLC
8,202$707.3K0.0%GrowthLowBethesda, MD2026-10-29
DekaBank Deutsche Girozentrale
8,018$7010.0%CoreLowFrankfurt, Hong Kong2026-10-27
Karras Company, Inc.
7,450$642.4K0.6%GrowthLowRoy, UT2026-10-16
Abel Hall, LLC
7,357$634.4K0.1%CoreMediumBaton Rouge, LA2026-10-19
Ascentis Independent Advisors
7,140$615.6K0.0%ETFLowDallas, TX2026-11-03
Y-Intercept (Hong Kong) Ltd
7,053$608.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Mutual of America Capital Management LLC
6,814$587.6K0.0%IndexLowNew York, NY2026-10-23
Strs Ohio
6,600$569.1K0.0%CoreMediumColumbus, OH2026-10-30
Quadrant Capital Group LLC
6,547$577.1K0.0%CoreLowCincinnati, OH2026-10-20
Swiss Life Asset Management Ltd
6,459$557.0K0.0%CoreLowZurich, Switzerland2026-11-03
Jackson Creek Investment Advisors LLC
6,202$5350.0%ValueVery HighCastle Rock, CO2026-11-04
Elevation Point Wealth Partners, LLC
6,134$528.9K0.0%CoreHighDenver, CO2026-11-05
Lido Advisors, LLC
6,101$526.1K0.0%GrowthLowLos Angeles, CA2026-11-04
Xponance LLC
5,792$499.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Praxis Investment Management Inc
5,690$4910.0%CoreLowGoshen, IN2026-11-03
CWC Advisors, Llc.
5,553$478.8K0.2%GARPLowLake Oswego, OR2026-10-15
Ethic Inc.
4,843$417.6K0.0%CoreLowNew York, NY2026-11-03
Imc-Chicago, LLC
4,640$400.1K0.0%GARPVery HighChicago, IL2026-11-05
Sowell Financial Services LLC
4,609$397.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Nisa Investment Advisors, LLC
4,555$392.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Exchange Traded Concepts, LLC
4,536$391.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
Crossmark Global Holdings, Inc.
4,489$387.1K0.0%GARPMediumHouston, TX2026-10-21
Brucke Financial, Inc.
4,475$385.9K0.2%GrowthMediumIndianapolis, IN2026-10-23
Brighton Jones LLC
4,346$374.8K0.0%CoreVery LowSeattle, WA2026-11-03
Old National Bancorp
4,311$371.7K0.0%CoreLowEvansville, IN2026-10-20
Kestra Advisory Services, LLC
3,934$339.2K0.0%CoreLowAustin, TX2026-11-02
Hohimer Wealth Management, LLC
3,870$333.7K0.0%CoreHighSeattle, WA2026-11-04
Norden Group LLC
3,596$310.1K0.0%GrowthMediumProvo, UT2026-10-20
Bryn Mawr Trust Advisors, LLC
3,554$306.5K0.0%CoreLowPhiladelphia, PA2026-11-04
Gamma Investing LLC
3,550$306.1K0.0%IndexVery LowFoster City, CA2026-10-08
HB Wealth Management, LLC
3,542$305.4K0.0%IndexVery LowAtlanta, GA2026-10-23
TD Private Client Wealth LLC
3,286$283.4K0.0%ETFLowNew York, NY2026-10-28
Angeles Wealth Management, LLC
3,258$280.9K0.0%ETFLowSanta Monica, CA2026-10-26
CIBC Asset Management Inc
3,215$277.2K0.0%GARPLowToronto, South Africa2026-11-05
Wedbush Securities Inc
3,167$2730.0%CoreLowPasadena, CA2026-10-22
ZWJ Investment Counsel Inc
3,108$268.0K0.0%CoreLowAtlanta, GA2026-10-15
Choreo, LLC
3,006$259.2K0.0%IndexLowRockford, IL2026-10-28
Epiq Partners, LLC
3,000$258.7K0.1%YieldLowMinneapolis, MN2026-10-07
Guardian Asset Advisors, LLC
2,914$251.3K0.1%GrowthMediumMechanicsburg, PA2026-10-16
Balboa Wealth Partners
2,881$248.4K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
111 Capital
2,779$239.6K0.0%CoreVery HighParis, India2026-11-03
Profund Advisors LLC
2,741$236.4K0.0%GrowthLowBethesda, MD2026-10-29
Blue Trust, Inc.
2,605$224.6K0.0%ETFLowBrentwood, TN2026-10-15
MeadowBrook Investment Advisors LLC
2,510$235.8K0.2%CoreLowLivonia, MI2026-10-29
Central Pacific Bank - Trust Division
2,487$214.5K0.0%CoreMediumHonolulu, HI2026-10-06
Signaturefd, LLC
2,465$212.6K0.0%IndexLowAtlanta, GA2026-10-23
B.O.S.S. Retirement Advisors, LLC
2,439$210.3K0.1%ETFMediumLehi, UT2026-10-26
Fifth Third Wealth Advisors LLC
2,394$206.4K0.0%IndexVery LowCincinnati, OH2026-10-22
EverSource Wealth Advisors, LLC
2,392$206.3K0.0%CoreMediumBirmingham, AL2026-11-04
Moody National Bank Trust Division
2,359$203.4K0.0%CoreMediumGalveston, TX2026-10-06
Hilltop National Bank
2,301$198.4K0.0%CoreLowCasper, WY2026-10-14
Chicago Partners Investment Group LLC
2,280$212.7K0.0%GARPLowChicago, IL2026-10-27
KBC Group NV
1,668$1440.0%CoreMediumBrussels, Czech Republic2026-10-22
Assetmark, Inc
1,528$131.8K0.0%ETFLowConcord, CA2026-10-21
Heritage Family Offices, LLP
1,284$110.7K0.0%GrowthHighScottsdale, AZ2026-11-02
Sterling Capital Management LLC
1,246$107.4K0.0%GARPMediumCharlotte, NC2026-10-22
Parkside Financial Bank & Trust
1,010$87.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Farther Finance Advisors, LLC
890$76.7K0.0%IndexLowSan Francisco, CA2026-10-08
State of Wyoming
787$67.9K0.0%ValueHighCheyenne, WY2026-10-28
Pinnacle Wealth Planning Services, Inc.
784$67.6K0.0%GARPLowMansfield, OH2026-10-27
Harbor Investment Advisory, LLC
721$62.2K0.0%GrowthLowLutherville, MD2026-10-13
IFP Advisors, Inc
694$59.8K0.0%GrowthLowTampa, FL2026-10-16
Salomon & Ludwin, LLC
537$46.3K0.0%ETFVery LowRichmond, VA2026-10-29
Covestor Ltd
437$380.0%ValueHighLondon, United Kingdom2026-10-30
Wolverine Asset Management LLC
416$35.9K0.0%Deep ValueVery HighChicago, IL2026-11-02
Bare Financial Services, Inc
374$32.3K0.0%ETFVery LowGap, PA2026-11-04
Parallel Advisors, LLC
313$27.0K0.0%IndexLowSan Francisco, CA2026-11-03
First Horizon Corp
270$23.3K0.0%CoreLowMemphis, TN2026-10-26
Spire Wealth Management
262$22.6K0.0%GrowthMediumMclean, VA2026-10-30
Owl Creek Wealth Partners LLC
220$19.0K0.0%IndexLowGreenwood Village, CO2026-10-20
Versant Capital Management, Inc
213$18.4K0.0%GARPLowPhoenix, AZ2026-10-02
Bayforest Capital Ltd
211$18.2K0.0%Deep ValueVery HighLondon, United Kingdom2026-11-03
SJS Investment Consulting Inc.
209$18.0K0.0%ETFVery LowSylvania, OH2026-10-26
Fortitude Family Office, LLC
189$16.3K0.0%ETFMediumScottsdale, AZ2026-10-14
Provenance Wealth Advisors, LLC
180$15.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Bell Investment Advisors, Inc
172$14.8K0.0%ETFVery LowOrinda, CA2026-10-29
Root Financial Partners, LLC
152$13.1K0.0%ETFMediumEncinitas, CA2026-10-21
KFG LLC
144$12.4K0.0%ETFN/ARapid City, SD2026-11-02
Private Trust Co NA
140$12.1K0.0%CoreLowCleveland, OH2026-10-20
MassMutual Private Wealth & Trust, FSB
137$11.8K0.0%CoreLowSpringfield, MA2026-10-05
Harbor Capital Advisors, Inc.
128$110.0%ValueHighChicago, IL2026-10-22
GK Wealth Management LLC
118$10.2K0.0%GARPVery HighReno, NV2026-10-09
Essential Partners LLC
104$9.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
True Wealth Design, LLC
99$8.5K0.0%ETFMediumAkron, OH2026-10-13
High Note Wealth, LLC
80$6.9K0.0%ETFVery LowDeephaven, MN2026-10-27
Cedar Mountain Advisors, LLC
69$6.0K0.0%ETFVery LowLake Oswego, OR2026-10-15
Physician Wealth Advisors, Inc.
61$5.3K0.0%ETFMediumMidvale, UT2026-10-20
Farmers & Merchants Investments Inc
59$5.1K0.0%CoreVery LowLincoln, NE2026-10-22
Retirement Wealth Solutions LLC
57$4.9K0.0%ETFLowMarshfield, WI2026-10-07
JFS Wealth Advisors, LLC
55$4.7K0.0%ETFVery LowHermitage, PA2026-11-03
Signature Equity Partners, LLC
55$4.7K0.0%GrowthMediumColumbus, OH2026-10-29
Avion Wealth
54$40.0%ETFLowThe Woodlands, TX2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
46$4.0K0.0%IndexVery LowTokyo, Mexico2026-11-05
UMB Private Wealth Management, LLC
42$3.6K0.0%GrowthN/AKansas City, MO2026-10-19
Financial Network Wealth Advisors LLC
34$2.9K0.0%ETFLowMurray, UT2026-10-28
Wolff Wiese Magana LLC
33$2.8K0.0%GrowthLowCarslbad, CA2026-10-15
West Paces Advisors Inc.
15$1.3K0.0%ETFLowAtlanta, GA2026-10-13
Horizon Financial Services, LLC
13$1.1K0.0%ETFLowWinston Salem, NC2026-11-04
CoreCap Advisors, LLC
12$1.0K0.0%ETFMediumSouthfield, MI2026-10-08
Creative Capital Management Investments LLC
12$1.0K0.0%ETFLowSan Diego, CA2026-10-28
Torren Management, LLC
10$8620.0%ETFMediumSan Diego, CA2026-10-29
Gilpin Wealth Management, LLC
10$8630.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
10$8630.0%ETFLowBethlehem, PA2026-10-23
Creative Financial Designs Inc
9$7760.0%ETFMediumKokomo, IN2026-11-04
Breakwater Investment Management
8$6900.0%ETFLowSeattle, WA2026-10-20
Marquette Asset Management, LLC
8$6900.0%ETFVery LowMinneapolis, MN2026-10-09
Elyxium Wealth, LLC
7$6040.0%GrowthVery LowBeverly Hills, CA2026-10-27
Bay Harbor Wealth Management, LLC
7$6040.0%ETFMediumHunt Valley, MD2026-11-03
North Star Investment Management Corp.
7$6040.0%CoreLowChicago, IL2026-10-27
Financial Consulate, Inc
6$5180.0%ETFLowHunt Valley, MD2026-10-23
DiNuzzo Private Wealth, Inc.
6$5180.0%ETFLowBeaver, PA2026-10-16
Capital Advisors, Ltd. LLC
5$00.0%ETFLowShaker Heights, OH2026-10-27
Caitong International Asset Management Co., Ltd
5$4310.0%GrowthVery HighHong Kong, South Korea2026-10-29
Davis Capital Management
4$3450.0%CoreLowJacksonville, FL2026-10-08
James T. Borello RIA
4$3450.0%ETFVery LowEast Dundee, IL2026-10-16
Abound Wealth Management
4$3450.0%ETFVery LowFranklin, TN2026-10-26
Ascentis Wealth Management, LLC
4$3440.0%Agg GrowthLowDallas, TX2026-11-03
Hughes Financial Services, LLC
3$2800.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
2$1730.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
2$1730.0%CoreVery LowDenver, CO2026-10-15
WPG Advisers, LLC
2$1720.0%CoreLowBaltimore, MD2026-10-27
Maryland Capital Advisors Inc.
1$870.0%ETFVery LowChester, MD2026-10-15