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Moelis & Co (MC)

CUSIP: 60786M105 | NYSE | Financial Services · Capital Markets | Mid Cap | 1131 institutional holders

Quarters

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

Wasatch Advisors LP2,334,025
1.0% of portfolio›$134.3M
Dimensional Fund Advisors LP1,426,132
0.0% of portfolio›$82.0M
Channing Capital Management, LLC1,281,707
1.9% of portfolio›$73.7M
Bank of New York Mellon Corp764,129
0.0% of portfolio›$44.0M
Fort Washington Investment Advisors Inc503,899
0.1% of portfolio›$29.0M
Tributary Capital Management, LLC437,992
2.3% of portfolio›$25.2M
Capital Management Corp386,250
3.3% of portfolio›$22.2M
Principal Financial Group Inc359,027
0.0% of portfolio›$20.7M
Wealth Enhancement Advisory Services, LLC286,161
0.0% of portfolio›$16.1M
Penn Capital Management Company, LLC207,495
0.9% of portfolio›$12.0M
Palisades Investment Partners, LLC96,142
1.6% of portfolio›$5.5M
Regions Financial Corp80,034
0.0% of portfolio›$4.6M
Mirae Asset Global Investments Co., Ltd.70,599
0.0% of portfolio›$4.1M
B. Metzler seel. Sohn & Co. AG56,436
0.0% of portfolio›$3.2M
Alps Advisors Inc53,043
0.0% of portfolio›$3.1M
Thrivent Financial for Lutherans47,116
0.0% of portfolio›$2.7K
Verdence Capital Advisors LLC44,976
0.1% of portfolio›$2.6M
Stackstone Wealth, LLC44,530
0.3% of portfolio›$2.6M
Oppenheimer Asset Management Inc.42,160
0.0% of portfolio›$2.4M
Illinois Municipal Retirement Fund39,701
0.0% of portfolio›$2.3M
Fifth Third Bancorp35,965
0.0% of portfolio›$2.1M
Louisiana State Employees Retirement System31,600
0.0% of portfolio›$1.8M
Moran Wealth Management, LLC30,419
0.0% of portfolio›$1.7M
Knights of Columbus Asset Advisors LLC29,825
0.1% of portfolio›$1.7M
Salvus Wealth Management, LLC28,928
0.9% of portfolio›$1.7M
Strs Ohio27,600
0.0% of portfolio›$1.6M
State of New Jersey Common Pension Fund D26,111
0.0% of portfolio›$1.5M
Harbor Capital Advisors, Inc.25,210
0.0% of portfolio›$1.5K
State of Alaska, Department of Revenue24,992
0.0% of portfolio›$1.4K
New York State Teachers Retirement System22,604
0.0% of portfolio›$1.3K
Arizona State Retirement System20,956
0.0% of portfolio›$1.2M
Atria Investments, Inc19,792
0.0% of portfolio›$1.1M
Yousif Capital Management, LLC19,655
0.0% of portfolio›$1.1M
Hennion & Walsh Asset Management, Inc.19,562
0.0% of portfolio›$1.1M
Amalgamated Bank19,243
0.0% of portfolio›$1.1K
Campbell Newman Asset Management Inc18,238
0.1% of portfolio›$1.0M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS17,454
0.0% of portfolio›$1.0M
Oregon Public Employees Retirement Fund16,596
0.0% of portfolio›$954.6K
Maryland State Retirement & Pension System16,566
0.0% of portfolio›$952.9K
Novem Group16,548
0.1% of portfolio›$951.9K
Diversify Advisory Services, LLC12,285
0.0% of portfolio›$679.6K
Diversify Wealth Management, LLC12,285
0.0% of portfolio›$679.6K
Pictet Asset Management Holding SA12,220
0.0% of portfolio›$702.9K
US Bancorp \de\11,905
0.0% of portfolio›$684.8K
Indivisible Partners11,852
0.0% of portfolio›$681.7K
Quantum Private Wealth, LLC11,273
0.2% of portfolio›$648.4K
Truist Financial Corp10,866
0.0% of portfolio›$625.0K
ProShare Advisors LLC10,338
0.0% of portfolio›$594.6K
Citigroup Inc10,106
0.0% of portfolio›$581.3K
Naples Global Advisors, LLC9,466
0.0% of portfolio›$544.5K
Impact Capital Partners LLC9,398
0.1% of portfolio›$540.6K
Kestra Private Wealth Services, LLC8,933
0.0% of portfolio›$513.8K
Mutual of America Capital Management LLC8,453
0.0% of portfolio›$486.2K
Curated Wealth Partners LLC8,309
0.0% of portfolio›$477.9K
Peak Financial Advisors LLC7,998
0.2% of portfolio›$460.0K
State of Wyoming7,983
0.0% of portfolio›$459.2K
Xponance LLC7,197
0.0% of portfolio›$414.0K
Strata Wealth Advisors, LLC7,191
0.1% of portfolio›$413.6K
Kestra Investment Management, LLC7,167
0.0% of portfolio›$412.2K
Keybank National Association7,155
0.0% of portfolio›$411.6K
Fulton Bank, N.A.7,031
0.0% of portfolio›$404.4K
Elevation Point Wealth Partners, LLC7,016
0.0% of portfolio›$403.5K
D.A. Davidson & Co.6,749
0.0% of portfolio›$388.2K
Greenwood Capital Associates LLC6,530
0.0% of portfolio›$375.6K
iA Global Asset Management Inc.6,077
0.0% of portfolio›$350
Commonwealth Equity Services, LLC5,824
0.0% of portfolio›$335.0K
First Citizens Bank & Trust Co5,544
0.0% of portfolio›$318.9K
Creative Planning5,467
0.0% of portfolio›$314.5K
Capital Investment Advisory Services, LLC5,232
0.0% of portfolio›$300.9K
Choreo, LLC4,933
0.0% of portfolio›$283.7K
Swiss Life Asset Management Ltd4,911
0.0% of portfolio›$282.5K
Virginia Retirement Systems ET Al4,900
0.0% of portfolio›$281.8K
Fifth Third Wealth Advisors LLC4,709
0.0% of portfolio›$270.9K
Tritonpoint Wealth, LLC4,344
0.0% of portfolio›$249.9K
Nisa Investment Advisors, LLC4,187
0.0% of portfolio›$240.8K
CIBC Asset Management Inc4,046
0.0% of portfolio›$232.7K
Apollon Wealth Management, LLC3,978
0.0% of portfolio›$228.8K
Brighton Jones LLC3,972
0.0% of portfolio›$228.5K
StoneX Group Inc.3,775
0.0% of portfolio›$225.7K
Praxis Investment Management Inc3,694
0.0% of portfolio›$212
Legacy Capital Wealth Partners, LLC3,647
0.0% of portfolio›$209.8K
Trust Point Inc.3,565
0.0% of portfolio›$205.1K
Perigon Wealth Management, LLC3,492
0.0% of portfolio›$200.9K
Central Pacific Bank - Trust Division3,330
0.0% of portfolio›$191.5K
Parkside Financial Bank & Trust2,822
0.0% of portfolio›$162.3K
KBC Group NV2,800
0.0% of portfolio›$161
Gamma Investing LLC2,799
0.0% of portfolio›$161.0K
Sterling Capital Management LLC2,492
0.0% of portfolio›$143.3K
Simplex Trading, LLC2,451
0.0% of portfolio›$141.0K
Pinnacle Wealth Planning Services, Inc.1,449
0.0% of portfolio›$83.3K
Versant Capital Management, Inc1,375
0.0% of portfolio›$79.1K
Heritage Family Offices, LLP1,287
0.0% of portfolio›$74.0K
Parallel Advisors, LLC1,232
0.0% of portfolio›$70.9K
Covestor Ltd1,192
0.0% of portfolio›$69
Signaturefd, LLC1,153
0.0% of portfolio›$66.3K
IFP Advisors, Inc1,118
0.0% of portfolio›$64.3K
EverSource Wealth Advisors, LLC818
0.0% of portfolio›$47.1K
Farther Finance Advisors, LLC788
0.0% of portfolio›$45.3K
Private Trust Co NA746
0.0% of portfolio›$42.9K
Root Financial Partners, LLC706
0.0% of portfolio›$40.6K
Salomon & Ludwin, LLC596
0.0% of portfolio›$34.3K
Gen-Wealth Partners Inc538
0.0% of portfolio›$31.0K
Larson Financial Group LLC377
0.0% of portfolio›$21.7K
City State Bank350
0.0% of portfolio›$20.1K
MassMutual Private Wealth & Trust, FSB295
0.0% of portfolio›$17.0K
Mather Group, Llc.290
0.0% of portfolio›$16.7K
Essential Partners LLC285
0.0% of portfolio›$16.4K
SBI Securities Co., Ltd.267
0.0% of portfolio›$15.4K
Bare Financial Services, Inc232
0.0% of portfolio›$13.3K
Cedar Mountain Advisors, LLC220
0.0% of portfolio›$12.7K
Capital Advisors, Ltd. LLC200
0.0% of portfolio›$12
Assetmark, Inc170
0.0% of portfolio›$9.8K
Owl Creek Wealth Partners LLC165
0.0% of portfolio›$9.5K
Hilltop National Bank150
0.0% of portfolio›$8.6K
Private Wealth Management Group, LLC147
0.0% of portfolio›$8.5K
SJS Investment Consulting Inc.114
0.0% of portfolio›$6.6K
Acumen Wealth Advisors, LLC107
0.0% of portfolio›$6.2K
Silver Grove Financial Group, Inc.106
0.0% of portfolio›$6.1K
Marquette Asset Management, LLC102
0.0% of portfolio›$5.9K
Provenance Wealth Advisors, LLC97
0.0% of portfolio›$5.6K
WPG Advisers, LLC95
0.0% of portfolio›$5.5K
Caitong International Asset Management Co., Ltd78
0.0% of portfolio›$4.5K
Nvest Wealth Strategies, Inc.75
0.0% of portfolio›$4.3K
Mitsubishi UFJ Asset Management Co., Ltd.72
0.0% of portfolio›$4.1K
Farmers & Merchants Investments Inc72
0.0% of portfolio›$4.1K
Bell Investment Advisors, Inc69
0.0% of portfolio›$4.0K
High Note Wealth, LLC65
0.0% of portfolio›$3.7K
True Wealth Design, LLC63
0.0% of portfolio›$3.6K
NBT Bank, N.A.62
0.0% of portfolio›$3.6K
Gilpin Wealth Management, LLC60
0.0% of portfolio›$3.5K
JFS Wealth Advisors, LLC48
0.0% of portfolio›$2.8K
Proathlete Wealth Management LLC45
0.0% of portfolio›$2.6K
Union Savings Bank39
0.0% of portfolio›$2.2K
Fortitude Family Office, LLC37
0.0% of portfolio›$2.1K
GK Wealth Management LLC37
0.0% of portfolio›$2.1K
Rossby Financial, LCC37
0.0% of portfolio›$2.1K
Exchange Traded Concepts, LLC31
0.0% of portfolio›$1.8K
Westside Investment Management, Inc.29
0.0% of portfolio›$1.7K
Creative Capital Management Investments LLC26
0.0% of portfolio›$1.5K
Financial Network Wealth Advisors LLC18
0.0% of portfolio›$1.0K
Financial Management Professionals, Inc.14
0.0% of portfolio›$805
Valley National Advisers Inc13
0.0% of portfolio›$748
North Star Investment Management Corp.12
0.0% of portfolio›$690
Hughes Financial Services, LLC10
0.0% of portfolio›$600
Torren Management, LLC10
0.0% of portfolio›$548
Breakwater Investment Management9
0.0% of portfolio›$518
Bay Harbor Wealth Management, LLC8
0.0% of portfolio›$460
American Capital Advisory, LLC7
0.0% of portfolio›$403
UMB Private Wealth Management, LLC7
0.0% of portfolio›$403
Financial Consulate, Inc6
0.0% of portfolio›$346
Quest 10 Wealth Builders, Inc.5
0.0% of portfolio›$288
Abound Wealth Management3
0.0% of portfolio›$173
DecisionPoint Financial, LLC2
0.0% of portfolio›$114
GHP Investment Advisors, Inc.2
0.0% of portfolio›$116
James T. Borello RIA2
0.0% of portfolio›$115
Monetary Solutions, Ltd2
0.0% of portfolio›$115
Signature Resources Capital Management, LLC1
0.0% of portfolio›$58
Noble Wealth Management PBC1
0.0% of portfolio›$58
Cullen T Bankers, Inc.0
0.0% of portfolio›$18
Ascentis Independent Advisors0
0.0% of portfolio›$50
StyleTurnoverLocationFiled
Wasatch Advisors LP
2,334,025$134.3M1.0%GARPMediumSalt Lake City, UT2026-10-13
Dimensional Fund Advisors LP
1,426,132$82.0M0.0%IndexLowAustin, TX2026-11-04
Channing Capital Management, LLC
1,281,707$73.7M1.9%ValueHighChicago, IL2026-11-02
Bank of New York Mellon Corp
764,129$44.0M0.0%CoreLowNew York, NY2026-11-05
Fort Washington Investment Advisors Inc
503,899$29.0M0.1%CoreLowCincinnati, OH2026-10-15
Tributary Capital Management, LLC
437,992$25.2M2.3%ValueMediumOmaha, NE2026-10-28
Capital Management Corp
386,250$22.2M3.3%YieldMediumGlen Allen, VA2026-10-29
Principal Financial Group Inc
359,027$20.7M0.0%CoreLowDes Moines, IA2026-11-02
Wealth Enhancement Advisory Services, LLC
286,161$16.1M0.0%CoreLowPlymouth, MN2026-10-13
Penn Capital Management Company, LLC
207,495$12.0M0.9%ValueHighPhiladelphia, PA2026-11-04
Palisades Investment Partners, LLC
96,142$5.5M1.6%GARPMediumSanta Monica, CA2026-11-03
Regions Financial Corp
80,034$4.6M0.0%CoreLowBirmingham, AL2026-11-05
Mirae Asset Global Investments Co., Ltd.
70,599$4.1M0.0%GrowthLowSeoul, Malaysia2026-11-03
B. Metzler seel. Sohn & Co. AG
56,436$3.2M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Alps Advisors Inc
53,043$3.1M0.0%YieldLowDenver, CO2026-11-03
Thrivent Financial for Lutherans
47,116$2.7K0.0%GARPMediumMinneapolis, MN2026-11-05
Verdence Capital Advisors LLC
44,976$2.6M0.1%CoreMediumHunt Valley, MD2026-10-26
Stackstone Wealth, LLC
44,530$2.6M0.3%CoreN/ADubuque, IA2026-10-19
Oppenheimer Asset Management Inc.
42,160$2.4M0.0%CoreMediumNew York, NY2026-10-27
Illinois Municipal Retirement Fund
39,701$2.3M0.0%CoreMediumOak Brook, IL2026-11-05
Fifth Third Bancorp
35,965$2.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Louisiana State Employees Retirement System
31,600$1.8M0.0%IndexLowBaton Rouge, LA2026-10-20
Moran Wealth Management, LLC
30,419$1.7M0.0%CoreMediumNaples, FL2026-10-22
Knights of Columbus Asset Advisors LLC
29,825$1.7M0.1%CoreMediumNew Haven, CT2026-11-05
Salvus Wealth Management, LLC
28,928$1.7M0.9%CoreMediumRed Bank, NJ2026-10-13
Strs Ohio
27,600$1.6M0.0%CoreMediumColumbus, OH2026-10-30
State of New Jersey Common Pension Fund D
26,111$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Harbor Capital Advisors, Inc.
25,210$1.5K0.0%ValueHighChicago, IL2026-10-22
State of Alaska, Department of Revenue
24,992$1.4K0.0%CoreVery LowJuneau, AK2026-10-15
New York State Teachers Retirement System
22,604$1.3K0.0%CoreVery LowAlbany, NY2026-10-22
Arizona State Retirement System
20,956$1.2M0.0%IndexVery LowPhoenix, AZ2026-11-03
Atria Investments, Inc
19,792$1.1M0.0%CoreMediumCharlotte, NC2026-10-15
Yousif Capital Management, LLC
19,655$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hennion & Walsh Asset Management, Inc.
19,562$1.1M0.0%ValueMediumParsippany, NJ2026-10-13
Amalgamated Bank
19,243$1.1K0.0%CoreVery LowNew York, NY2026-10-23
Campbell Newman Asset Management Inc
18,238$1.0M0.1%GrowthMediumMilwaukee, WI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
17,454$1.0M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
16,596$954.6K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
16,566$952.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Novem Group
16,548$951.9K0.1%ETFMediumRochester, NY2026-10-19
Diversify Advisory Services, LLC
12,285$679.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,285$679.6K0.0%GrowthMediumSandy, UT2026-10-20
Pictet Asset Management Holding SA
12,220$702.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
US Bancorp \de\
11,905$684.8K0.0%IndexLowMinneapolis, MN2026-11-05
Indivisible Partners
11,852$681.7K0.0%GrowthMediumClearwater, FL2026-10-26
Quantum Private Wealth, LLC
11,273$648.4K0.2%GrowthLowTampa, FL2026-10-20
Truist Financial Corp
10,866$625.0K0.0%CoreLowCharlotte, NC2026-10-30
ProShare Advisors LLC
10,338$594.6K0.0%GrowthLowBethesda, MD2026-10-29
Citigroup Inc
10,106$581.3K0.0%CoreMediumNew York, NY2026-11-04
Naples Global Advisors, LLC
9,466$544.5K0.0%CoreVery LowNaples, FL2026-11-05
Impact Capital Partners LLC
9,398$540.6K0.1%GrowthLowGreenwood Village, CO2026-10-22
Kestra Private Wealth Services, LLC
8,933$513.8K0.0%GrowthLowAustin, TX2026-10-30
Mutual of America Capital Management LLC
8,453$486.2K0.0%IndexLowNew York, NY2026-10-23
Curated Wealth Partners LLC
8,309$477.9K0.0%GARPLowEl Segundo, CA2026-10-15
Peak Financial Advisors LLC
7,998$460.0K0.2%CoreHighDenver, CO2026-10-28
State of Wyoming
7,983$459.2K0.0%ValueHighCheyenne, WY2026-10-28
Xponance LLC
7,197$414.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Strata Wealth Advisors, LLC
7,191$413.6K0.1%ETFLowDallas, TX2026-10-16
Kestra Investment Management, LLC
7,167$412.2K0.0%ETFMediumAustin, TX2026-11-04
Keybank National Association
7,155$411.6K0.0%CoreLowBrooklyn, OH2026-11-04
Fulton Bank, N.A.
7,031$404.4K0.0%CoreLowLancaster, PA2026-10-14
Elevation Point Wealth Partners, LLC
7,016$403.5K0.0%CoreHighDenver, CO2026-11-05
D.A. Davidson & Co.
6,749$388.2K0.0%CoreLowGreat Falls, MT2026-10-28
Greenwood Capital Associates LLC
6,530$375.6K0.0%CoreMediumGreenwood, SC2026-10-27
iA Global Asset Management Inc.
6,077$3500.0%GrowthMediumQuebec, Austria2026-10-29
Commonwealth Equity Services, LLC
5,824$335.0K0.0%ETFLowWaltham, MA2026-11-02
First Citizens Bank & Trust Co
5,544$318.9K0.0%CoreMediumRaleigh, NC2026-10-14
Creative Planning
5,467$314.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Capital Investment Advisory Services, LLC
5,232$300.9K0.0%CoreMediumRaleigh, NC2026-10-30
Choreo, LLC
4,933$283.7K0.0%IndexLowRockford, IL2026-10-28
Swiss Life Asset Management Ltd
4,911$282.5K0.0%CoreLowZurich, Switzerland2026-11-03
Virginia Retirement Systems ET Al
4,900$281.8K0.0%CoreMediumRichmond, VA2026-10-28
Fifth Third Wealth Advisors LLC
4,709$270.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Tritonpoint Wealth, LLC
4,344$249.9K0.0%CoreLowChevy Chase, MD2026-10-19
Nisa Investment Advisors, LLC
4,187$240.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
CIBC Asset Management Inc
4,046$232.7K0.0%GARPLowToronto, South Africa2026-11-05
Apollon Wealth Management, LLC
3,978$228.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Brighton Jones LLC
3,972$228.5K0.0%CoreVery LowSeattle, WA2026-11-03
StoneX Group Inc.
3,775$225.7K0.0%ETFMediumNew York, NY2026-11-03
Praxis Investment Management Inc
3,694$2120.0%CoreLowGoshen, IN2026-11-03
Legacy Capital Wealth Partners, LLC
3,647$209.8K0.0%CoreMediumLittle Rock, AR2026-10-21
Trust Point Inc.
3,565$205.1K0.0%CoreMediumLa Crosse, WI2026-10-27
Perigon Wealth Management, LLC
3,492$200.9K0.0%GrowthLowSan Francisco, CA2026-10-22
Central Pacific Bank - Trust Division
3,330$191.5K0.0%CoreMediumHonolulu, HI2026-10-06
Parkside Financial Bank & Trust
2,822$162.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
KBC Group NV
2,800$1610.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
2,799$161.0K0.0%IndexVery LowFoster City, CA2026-10-08
Sterling Capital Management LLC
2,492$143.3K0.0%GARPMediumCharlotte, NC2026-10-22
Simplex Trading, LLC
2,451$141.0K0.0%CoreVery HighChicago, IL2026-11-04
Pinnacle Wealth Planning Services, Inc.
1,449$83.3K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
1,375$79.1K0.0%GARPLowPhoenix, AZ2026-10-02
Heritage Family Offices, LLP
1,287$74.0K0.0%GrowthHighScottsdale, AZ2026-11-02
Parallel Advisors, LLC
1,232$70.9K0.0%IndexLowSan Francisco, CA2026-11-03
Covestor Ltd
1,192$690.0%ValueHighLondon, United Kingdom2026-10-30
Signaturefd, LLC
1,153$66.3K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
1,118$64.3K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
818$47.1K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
788$45.3K0.0%IndexLowSan Francisco, CA2026-10-08
Private Trust Co NA
746$42.9K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
706$40.6K0.0%ETFMediumEncinitas, CA2026-10-21
Salomon & Ludwin, LLC
596$34.3K0.0%ETFVery LowRichmond, VA2026-10-29
Gen-Wealth Partners Inc
538$31.0K0.0%CoreLowZeeland, MI2026-11-04
Larson Financial Group LLC
377$21.7K0.0%GrowthLowSt Louis, MO2026-11-05
City State Bank
350$20.1K0.0%GrowthVery LowNorwalk, IA2026-10-20
MassMutual Private Wealth & Trust, FSB
295$17.0K0.0%CoreLowSpringfield, MA2026-10-05
Mather Group, Llc.
290$16.7K0.0%ETFMediumChicago, IL2026-10-14
Essential Partners LLC
285$16.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
267$15.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bare Financial Services, Inc
232$13.3K0.0%ETFVery LowGap, PA2026-11-04
Cedar Mountain Advisors, LLC
220$12.7K0.0%ETFVery LowLake Oswego, OR2026-10-15
Capital Advisors, Ltd. LLC
200$120.0%ETFLowShaker Heights, OH2026-10-27
Assetmark, Inc
170$9.8K0.0%ETFLowConcord, CA2026-10-21
Owl Creek Wealth Partners LLC
165$9.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Hilltop National Bank
150$8.6K0.0%CoreLowCasper, WY2026-10-14
Private Wealth Management Group, LLC
147$8.5K0.0%ETFLowPrinceton, NJ2026-10-19
SJS Investment Consulting Inc.
114$6.6K0.0%ETFVery LowSylvania, OH2026-10-26
Acumen Wealth Advisors, LLC
107$6.2K0.0%GrowthHighChattanooga, TN2026-11-05
Silver Grove Financial Group, Inc.
106$6.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Marquette Asset Management, LLC
102$5.9K0.0%ETFVery LowMinneapolis, MN2026-10-09
Provenance Wealth Advisors, LLC
97$5.6K0.0%ETFLowFort Lauderdale, FL2026-10-30
WPG Advisers, LLC
95$5.5K0.0%CoreLowBaltimore, MD2026-10-27
Caitong International Asset Management Co., Ltd
78$4.5K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Nvest Wealth Strategies, Inc.
75$4.3K0.0%ETFVery LowPowell, OH2026-10-14
Mitsubishi UFJ Asset Management Co., Ltd.
72$4.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Farmers & Merchants Investments Inc
72$4.1K0.0%CoreVery LowLincoln, NE2026-10-22
Bell Investment Advisors, Inc
69$4.0K0.0%ETFVery LowOrinda, CA2026-10-29
High Note Wealth, LLC
65$3.7K0.0%ETFVery LowDeephaven, MN2026-10-27
True Wealth Design, LLC
63$3.6K0.0%ETFMediumAkron, OH2026-10-13
NBT Bank, N.A.
62$3.6K0.0%CoreLowNorwich, NY2026-10-21
Gilpin Wealth Management, LLC
60$3.5K0.0%GrowthLowDenver, CO2026-10-09
JFS Wealth Advisors, LLC
48$2.8K0.0%ETFVery LowHermitage, PA2026-11-03
Proathlete Wealth Management LLC
45$2.6K0.0%ETFVery LowBoca Raton, FL2026-10-15
Union Savings Bank
39$2.2K0.0%CoreLowLitchfield, CT2026-10-14
Fortitude Family Office, LLC
37$2.1K0.0%ETFMediumScottsdale, AZ2026-10-14
GK Wealth Management LLC
37$2.1K0.0%GARPVery HighReno, NV2026-10-09
Rossby Financial, LCC
37$2.1K0.0%ETFMediumMelbourne, FL2026-11-05
Exchange Traded Concepts, LLC
31$1.8K0.0%GrowthMediumOklahoma City, OK2026-10-28
Westside Investment Management, Inc.
29$1.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Creative Capital Management Investments LLC
26$1.5K0.0%ETFLowSan Diego, CA2026-10-28
Financial Network Wealth Advisors LLC
18$1.0K0.0%ETFLowMurray, UT2026-10-28
Financial Management Professionals, Inc.
14$8050.0%ETFMediumAustin, TX2026-10-23
Valley National Advisers Inc
13$7480.0%ETFLowBethlehem, PA2026-10-23
North Star Investment Management Corp.
12$6900.0%CoreLowChicago, IL2026-10-27
Hughes Financial Services, LLC
10$6000.0%ETFLowHerndon, VA2026-10-30
Torren Management, LLC
10$5480.0%ETFMediumSan Diego, CA2026-10-29
Breakwater Investment Management
9$5180.0%ETFLowSeattle, WA2026-10-20
Bay Harbor Wealth Management, LLC
8$4600.0%ETFMediumHunt Valley, MD2026-11-03
American Capital Advisory, LLC
7$4030.0%ETFLowKetchum, ID2026-10-28
UMB Private Wealth Management, LLC
7$4030.0%GrowthN/AKansas City, MO2026-10-19
Financial Consulate, Inc
6$3460.0%ETFLowHunt Valley, MD2026-10-23
Quest 10 Wealth Builders, Inc.
5$2880.0%ETFLowFuquay-Varina, VA2026-11-02
Abound Wealth Management
3$1730.0%ETFVery LowFranklin, TN2026-10-26
DecisionPoint Financial, LLC
2$1140.0%ETFVery LowMesa, AZ2026-10-27
GHP Investment Advisors, Inc.
2$1160.0%CoreVery LowDenver, CO2026-10-15
James T. Borello RIA
2$1150.0%ETFVery LowEast Dundee, IL2026-10-16
Monetary Solutions, Ltd
2$1150.0%ETFVery LowDayton, OH2026-10-22
Signature Resources Capital Management, LLC
1$580.0%ETFLowNewport Beach, CA2026-10-16
Noble Wealth Management PBC
1$580.0%YieldMediumGreenwood Village, CO2026-10-01
Cullen T Bankers, Inc.
0$180.0%GrowthLowSan Antonio, TX2026-10-28
Ascentis Independent Advisors
0$500.0%ETFLowDallas, TX2026-11-03