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New Jersey Resources Corp (NJR)

CUSIP: 646025106 | NYSE | Utilities · Utilities - Regulated Gas | Mid Cap | 1230 institutional holders

Quarters

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

Dimensional Fund Advisors LP4,543,035
0.0% of portfolio›$229.9M
Bank of New York Mellon Corp1,024,149
0.0% of portfolio›$51.8M
M&G Plc499,740
0.1% of portfolio›$25.5M
ProShare Advisors LLC484,505
0.0% of portfolio›$24.5M
Confluence Investment Management LLC346,554
0.3% of portfolio›$17.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS248,871
0.1% of portfolio›$12.6M
Principal Financial Group Inc236,692
0.0% of portfolio›$12.0M
Exchange Traded Concepts, LLC204,898
0.0% of portfolio›$10.4M
Clear Harbor Asset Management, LLC184,503
0.5% of portfolio›$9.3M
Mattern Capital Management, LLC176,069
1.0% of portfolio›$8.9M
New York State Teachers Retirement System160,373
0.0% of portfolio›$8.1K
Hennessy Advisors Inc111,334
0.2% of portfolio›$5.6M
John G Ullman & Associates Inc106,550
0.7% of portfolio›$5.4M
Retirement Systems of Alabama104,659
0.0% of portfolio›$5.3M
Nisa Investment Advisors, LLC92,020
0.0% of portfolio›$4.7M
Maryland State Retirement & Pension System86,963
0.1% of portfolio›$4.4M
Commonwealth Equity Services, LLC85,133
0.0% of portfolio›$4.3M
AGF Management LTD60,676
0.0% of portfolio›$3.1M
Thrivent Financial for Lutherans60,368
0.0% of portfolio›$3.1K
Farmers & Merchants Investments Inc54,159
0.1% of portfolio›$2.7M
Amalgamated Bank43,522
0.0% of portfolio›$2.2K
Strs Ohio43,400
0.0% of portfolio›$2.2M
Citigroup Inc37,938
0.0% of portfolio›$1.9M
Pictet Asset Management Holding SA37,726
0.0% of portfolio›$1.9M
Mutual of America Capital Management LLC35,965
0.0% of portfolio›$1.8M
Greenwood Capital Associates LLC35,587
0.2% of portfolio›$1.8M
MacKenzie Financial Corp34,750
0.0% of portfolio›$1.8M
Alps Advisors Inc34,742
0.0% of portfolio›$1.8M
Creative Planning33,455
0.0% of portfolio›$1.7M
Fifth Third Bancorp32,686
0.0% of portfolio›$1.7M
State of New Jersey Common Pension Fund D32,207
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System30,100
0.0% of portfolio›$1.5M
Jacobi Capital Management LLC28,708
0.1% of portfolio›$1.5M
Arizona State Retirement System28,435
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC26,924
0.0% of portfolio›$1.4M
Yousif Capital Management, LLC26,202
0.0% of portfolio›$1.3M
Hennion & Walsh Asset Management, Inc.25,590
0.0% of portfolio›$1.3M
Y-Intercept (Hong Kong) Ltd24,425
0.0% of portfolio›$1.2M
Atria Investments, Inc24,306
0.0% of portfolio›$1.2M
State of Michigan Retirement System23,785
0.0% of portfolio›$1.2M
Kestra Investment Management, LLC22,681
0.0% of portfolio›$1.2M
Alchemi Wealth, LLC21,601
0.5% of portfolio›$1.1M
Vise Technologies, Inc.21,525
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund21,029
0.0% of portfolio›$1.1M
Pinnacle Associates LTD21,002
0.0% of portfolio›$1.1M
Farmers & Merchants Trust Co of Long Beach21,000
0.2% of portfolio›$1.1M
Mirae Asset Global Investments Co., Ltd.20,029
0.0% of portfolio›$1.0M
New Mexico Educational Retirement Board19,800
0.0% of portfolio›$1.0K
ICW Investment Advisors LLC18,581
0.3% of portfolio›$940.2K
Wedbush Securities Inc17,952
0.0% of portfolio›$908
Legacy Advisors, LLC17,813
0.1% of portfolio›$910.3K
Wealth Enhancement Advisory Services, LLC17,196
0.0% of portfolio›$877.2K
Caitong International Asset Management Co., Ltd17,194
0.1% of portfolio›$870.0K
Shore Point Advisors, LLC17,107
0.3% of portfolio›$865.6K
Cambridge Investment Research Advisors, Inc.16,488
0.0% of portfolio›$834
Pinnacle Wealth Management Advisory Group, LLC16,461
0.0% of portfolio›$832.9K
Moody National Bank Trust Division15,707
0.1% of portfolio›$794.8K
Xponance LLC15,130
0.0% of portfolio›$765.6K
Quadrant Capital Group LLC14,535
0.0% of portfolio›$753.6K
Allspring Global Investments Holdings, LLC14,142
0.0% of portfolio›$723.4K
Ethic Inc.14,050
0.0% of portfolio›$711.0K
State of Alaska, Department of Revenue12,605
0.0% of portfolio›$637
Inspire Investing, LLC12,558
0.0% of portfolio›$635.4K
Spirit of America Management Corp11,650
0.1% of portfolio›$589.5K
Teza Capital Management LLC11,062
0.5% of portfolio›$559.7K
Smallwood Wealth Investment Management, LLC10,660
0.2% of portfolio›$539.4K
Swiss Life Asset Management Ltd10,166
0.0% of portfolio›$514.4K
Perigon Wealth Management, LLC9,645
0.0% of portfolio›$488.0K
IFM Investors Pty Ltd9,569
0.0% of portfolio›$484.2K
Wealth Quarterback LLC9,556
0.1% of portfolio›$483.6K
Strategy Asset Managers LLC9,214
0.1% of portfolio›$466.2K
Summit Global Investments9,165
0.0% of portfolio›$464
DekaBank Deutsche Girozentrale9,112
0.0% of portfolio›$463
Choreo, LLC9,026
0.0% of portfolio›$461.4K
Farther Finance Advisors, LLC8,804
0.0% of portfolio›$445.5K
Chartist Inc8,480
0.3% of portfolio›$429.1K
C2c Wealth Management, LLC7,424
0.3% of portfolio›$375.7K
Virginia Retirement Systems ET Al6,700
0.0% of portfolio›$339.0K
Affinity Capital Advisors, LLC6,316
0.0% of portfolio›$323.4K
Sheets Smith Wealth Management6,300
0.0% of portfolio›$318.8K
Crossmark Global Holdings, Inc.6,094
0.0% of portfolio›$308.4K
B. Riley Wealth Advisors, Inc.6,024
0.0% of portfolio›$304.8K
Forvis Mazars Wealth Advisors, LLC6,013
0.0% of portfolio›$304.3K
Oppenheimer & Co Inc5,661
0.0% of portfolio›$286.4K
Apollon Wealth Management, LLC5,504
0.0% of portfolio›$278.5K
D.A. Davidson & Co.5,284
0.0% of portfolio›$267.4K
Leuthold Group, LLC5,202
0.0% of portfolio›$263.2K
Hobart Private Capital, LLC5,195
0.0% of portfolio›$262.9K
Randall & Associates Wealth Management5,076
0.2% of portfolio›$256.8K
Moss Adams Wealth Advisors LLC4,983
0.0% of portfolio›$254.6K
Kennedy Investment Group, Inc.4,971
0.1% of portfolio›$251.5K
Compound Planning, Inc.4,809
0.0% of portfolio›$243.3K
Bailard, Inc.4,800
0.0% of portfolio›$242.9K
Keybank National Association4,788
0.0% of portfolio›$242.3K
ZynergyRetirementPlanningLLC4,581
0.1% of portfolio›$231.8K
Valley National Advisers Inc4,510
0.0% of portfolio›$228.2K
Accurate Wealth Management, LLC4,429
0.0% of portfolio›$229.7K
CenterBook Partners LP4,371
0.0% of portfolio›$221.2K
Oakmont Investment Advisors, Inc.4,225
0.1% of portfolio›$213.8K
Gamma Investing LLC4,205
0.0% of portfolio›$212.8K
Hazlett, Burt & Watson, Inc.4,140
0.0% of portfolio›$210
Hohimer Wealth Management, LLC4,059
0.0% of portfolio›$205.4K
SBI Securities Co., Ltd.3,824
0.0% of portfolio›$193.5K
Bayforest Capital Ltd3,015
0.2% of portfolio›$152.6K
KBC Group NV2,985
0.0% of portfolio›$151
Thurston, Springer, Miller, Herd & Titak, Inc.2,916
0.2% of portfolio›$147.5K
US Bancorp \de\2,846
0.0% of portfolio›$144.0K
Atwood & Palmer Inc2,680
0.0% of portfolio›$135.6K
Bullock Wealth Management Group2,487
0.1% of portfolio›$127.2K
Signaturefd, LLC2,397
0.0% of portfolio›$121.3K
Sterling Capital Management LLC2,013
0.0% of portfolio›$101.9K
IFP Advisors, Inc1,247
0.0% of portfolio›$63.1K
Versant Capital Management, Inc1,217
0.0% of portfolio›$61.6K
Elevation Wealth Partners, LLC1,216
0.0% of portfolio›$61.5K
Daiwa Securities Group Inc.1,172
0.0% of portfolio›$59.3K
Pinnacle Wealth Planning Services, Inc.1,127
0.0% of portfolio›$57.0K
Fulcrum Asset Management LLP1,088
0.0% of portfolio›$55.3K
Covestor Ltd1,078
0.0% of portfolio›$55
EverSource Wealth Advisors, LLC945
0.0% of portfolio›$47.8K
Parallel Advisors, LLC919
0.0% of portfolio›$46.5K
Halbert Hargrove Global Advisors, LLC900
0.0% of portfolio›$45.5K
Nfsg Corp898
0.0% of portfolio›$45.4K
Roxbury Financial LLC889
0.0% of portfolio›$45.0K
Plato Investment Management Ltd852
0.0% of portfolio›$43.3K
Brown, Lisle Ings, Inc.786
0.0% of portfolio›$39.8K
Root Financial Partners, LLC700
0.0% of portfolio›$35.4K
Planning Strategies Inc.661
0.0% of portfolio›$33.4K
Essential Partners LLC624
0.0% of portfolio›$31.6K
Tradewinds Capital Management, LLC623
0.0% of portfolio›$31.5K
POM Investment Strategies, LLC600
0.0% of portfolio›$30.4K
Assetmark, Inc597
0.0% of portfolio›$30.2K
Harbor Capital Advisors, Inc.594
0.0% of portfolio›$30
SJS Investment Consulting Inc.569
0.0% of portfolio›$28.8K
Princeton Global Asset Management LLC535
0.0% of portfolio›$27.1K
Central Trust Co518
0.0% of portfolio›$26.2K
FNY Investment Advisers, LLC400
0.0% of portfolio›$20
Godsey & Gibb, Inc351
0.0% of portfolio›$17.8K
WPG Advisers, LLC333
0.0% of portfolio›$16.9K
Parkside Financial Bank & Trust322
0.0% of portfolio›$16.3K
Tompkins Financial Corp300
0.0% of portfolio›$15.2K
PFS Partners, LLC300
0.0% of portfolio›$15.2K
MassMutual Private Wealth & Trust, FSB284
0.0% of portfolio›$14.4K
James T. Borello RIA282
0.0% of portfolio›$14.3K
Trust Co of Vermont201
0.0% of portfolio›$10.2K
Byrne Asset Management LLC200
0.0% of portfolio›$10.2K
Larson Financial Group LLC191
0.0% of portfolio›$9.7K
Private Wealth Management Group, LLC158
0.0% of portfolio›$8.0K
Redwood Park Advisors LLC157
0.0% of portfolio›$8.0K
GK Wealth Management LLC132
0.0% of portfolio›$6.7K
JFS Wealth Advisors, LLC128
0.0% of portfolio›$6.5K
Cape Investment Advisory, Inc.109
0.0% of portfolio›$5.5K
Lynch Investment Planning, LLC100
0.0% of portfolio›$5.1K
Fortitude Family Office, LLC94
0.0% of portfolio›$4.8K
Manchester Capital Management LLC92
0.0% of portfolio›$4.7K
Bell Investment Advisors, Inc91
0.0% of portfolio›$4.6K
Elyxium Wealth, LLC75
0.0% of portfolio›$3.8K
Mitsubishi UFJ Asset Management Co., Ltd.75
0.0% of portfolio›$3.8K
Ascentis Wealth Management, LLC71
0.0% of portfolio›$3.6K
Silver Grove Financial Group, Inc.64
0.0% of portfolio›$3.2K
First Command Advisory Services, Inc.61
0.0% of portfolio›$3.1K
Pension & Wealth Management Advisors, Inc.58
0.0% of portfolio›$2.9K
Physician Wealth Advisors, Inc.55
0.0% of portfolio›$2.8K
Creative Capital Management Investments LLC49
0.0% of portfolio›$2.5K
True Wealth Design, LLC36
0.0% of portfolio›$1.8K
Torren Management, LLC34
0.0% of portfolio›$1.7K
Financial Consulate, Inc29
0.0% of portfolio›$1.5K
Bay Harbor Wealth Management, LLC24
0.0% of portfolio›$1.2K
DiNuzzo Private Wealth, Inc.20
0.0% of portfolio›$1.0K
City State Bank20
0.0% of portfolio›$1.0K
MTM Investment Management, LLC16
0.0% of portfolio›$810
Bare Financial Services, Inc15
0.0% of portfolio›$759
Latitude Advisors, LLC15
0.0% of portfolio›$759
Rossby Financial, LCC15
0.0% of portfolio›$759
Provenance Wealth Advisors, LLC13
0.0% of portfolio›$658
Cullen T Bankers, Inc.11
0.0% of portfolio›$556
Kingdom Financial Group Llc.6
0.0% of portfolio›$287
TD Private Client Wealth LLC5
0.0% of portfolio›$253
Owl Creek Wealth Partners LLC5
0.0% of portfolio›$253
Hughes Financial Services, LLC5
0.0% of portfolio›$266
Buck Wealth Strategies, LLC4
0.0% of portfolio›$202
DecisionPoint Financial, LLC4
0.0% of portfolio›$205
Maseco LLP3
0.0% of portfolio›$152
Capital Advisors, Ltd. LLC2
0.0% of portfolio›$0
Maryland Capital Advisors Inc.1
0.0% of portfolio›$51
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
4,543,035$229.9M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
1,024,149$51.8M0.0%CoreLowNew York, NY2026-11-05
M&G Plc
499,740$25.5M0.1%CoreMediumLondon, United Kingdom2026-11-04
ProShare Advisors LLC
484,505$24.5M0.0%GrowthLowBethesda, MD2026-10-29
Confluence Investment Management LLC
346,554$17.5M0.3%ValueMediumSt. Louis, MO2026-10-01
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
248,871$12.6M0.1%CoreLowHarrisburg, PA2026-11-03
Principal Financial Group Inc
236,692$12.0M0.0%CoreLowDes Moines, IA2026-11-02
Exchange Traded Concepts, LLC
204,898$10.4M0.0%GrowthMediumOklahoma City, OK2026-10-28
Clear Harbor Asset Management, LLC
184,503$9.3M0.5%CoreLowStamford, CT2026-11-05
Mattern Capital Management, LLC
176,069$8.9M1.0%CoreMediumLakewood, CO2026-11-02
New York State Teachers Retirement System
160,373$8.1K0.0%CoreVery LowAlbany, NY2026-10-22
Hennessy Advisors Inc
111,334$5.6M0.2%Deep ValueMediumNovato, CA2026-10-28
John G Ullman & Associates Inc
106,550$5.4M0.7%CoreLowCorning, NY2026-11-04
Retirement Systems of Alabama
104,659$5.3M0.0%IndexLowMontgomery, AL2026-11-04
Nisa Investment Advisors, LLC
92,020$4.7M0.0%IndexVery LowSt. Louis, MO2026-10-20
Maryland State Retirement & Pension System
86,963$4.4M0.1%IndexVery LowBaltimore, MD2026-11-05
Commonwealth Equity Services, LLC
85,133$4.3M0.0%ETFLowWaltham, MA2026-11-02
AGF Management LTD
60,676$3.1M0.0%GrowthHighToronto, Australia2026-11-03
Thrivent Financial for Lutherans
60,368$3.1K0.0%GARPMediumMinneapolis, MN2026-11-05
Farmers & Merchants Investments Inc
54,159$2.7M0.1%CoreVery LowLincoln, NE2026-10-22
Amalgamated Bank
43,522$2.2K0.0%CoreVery LowNew York, NY2026-10-23
Strs Ohio
43,400$2.2M0.0%CoreMediumColumbus, OH2026-10-30
Citigroup Inc
37,938$1.9M0.0%CoreMediumNew York, NY2026-11-04
Pictet Asset Management Holding SA
37,726$1.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Mutual of America Capital Management LLC
35,965$1.8M0.0%IndexLowNew York, NY2026-10-23
Greenwood Capital Associates LLC
35,587$1.8M0.2%CoreMediumGreenwood, SC2026-10-27
MacKenzie Financial Corp
34,750$1.8M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Alps Advisors Inc
34,742$1.8M0.0%YieldLowDenver, CO2026-11-03
Creative Planning
33,455$1.7M0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
32,686$1.7M0.0%IndexVery LowCincinnati, OH2026-11-05
State of New Jersey Common Pension Fund D
32,207$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Louisiana State Employees Retirement System
30,100$1.5M0.0%IndexLowBaton Rouge, LA2026-10-20
Jacobi Capital Management LLC
28,708$1.5M0.1%CoreLowPittston, PA2026-11-05
Arizona State Retirement System
28,435$1.4M0.0%IndexVery LowPhoenix, AZ2026-11-03
Kestra Advisory Services, LLC
26,924$1.4M0.0%CoreLowAustin, TX2026-11-02
Yousif Capital Management, LLC
26,202$1.3M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hennion & Walsh Asset Management, Inc.
25,590$1.3M0.0%ValueMediumParsippany, NJ2026-10-13
Y-Intercept (Hong Kong) Ltd
24,425$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Atria Investments, Inc
24,306$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
State of Michigan Retirement System
23,785$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
Kestra Investment Management, LLC
22,681$1.2M0.0%ETFMediumAustin, TX2026-11-04
Alchemi Wealth, LLC
21,601$1.1M0.5%CoreLowEssex, CT2026-11-04
Vise Technologies, Inc.
21,525$1.1M0.0%IndexLowNew York, NY2026-10-29
Oregon Public Employees Retirement Fund
21,029$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Pinnacle Associates LTD
21,002$1.1M0.0%CoreLowNew York, NY2026-10-20
Farmers & Merchants Trust Co of Long Beach
21,000$1.1M0.2%CoreVery LowLong Beach, CA2026-10-22
Mirae Asset Global Investments Co., Ltd.
20,029$1.0M0.0%GrowthLowSeoul, Malaysia2026-11-03
New Mexico Educational Retirement Board
19,800$1.0K0.0%IndexVery LowSanta Fe, NM2026-11-05
ICW Investment Advisors LLC
18,581$940.2K0.3%CoreVery LowScottsdale, AZ2026-10-27
Wedbush Securities Inc
17,952$9080.0%CoreLowPasadena, CA2026-10-22
Legacy Advisors, LLC
17,813$910.3K0.1%ETFLowPlymouth Meeting, PA2026-10-19
Wealth Enhancement Advisory Services, LLC
17,196$877.2K0.0%CoreLowPlymouth, MN2026-10-13
Caitong International Asset Management Co., Ltd
17,194$870.0K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Shore Point Advisors, LLC
17,107$865.6K0.3%ETFLowBrielle, NJ2026-10-14
Cambridge Investment Research Advisors, Inc.
16,488$8340.0%ETFLowFairfield, IA2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
16,461$832.9K0.0%GrowthLowRed Bank, NJ2026-10-23
Moody National Bank Trust Division
15,707$794.8K0.1%CoreMediumGalveston, TX2026-10-06
Xponance LLC
15,130$765.6K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Quadrant Capital Group LLC
14,535$753.6K0.0%CoreLowCincinnati, OH2026-10-20
Allspring Global Investments Holdings, LLC
14,142$723.4K0.0%CoreMediumCharlotte, NC2026-11-04
Ethic Inc.
14,050$711.0K0.0%CoreLowNew York, NY2026-11-03
State of Alaska, Department of Revenue
12,605$6370.0%CoreVery LowJuneau, AK2026-10-15
Inspire Investing, LLC
12,558$635.4K0.0%GARPHighMeridian, ID2026-10-22
Spirit of America Management Corp
11,650$589.5K0.1%GARPLowSyosset, NY2026-10-14
Teza Capital Management LLC
11,062$559.7K0.5%ValueHighAustin, TX2026-10-23
Smallwood Wealth Investment Management, LLC
10,660$539.4K0.2%ETFVery LowRed Bank, NJ2026-10-30
Swiss Life Asset Management Ltd
10,166$514.4K0.0%CoreLowZurich, Switzerland2026-11-03
Perigon Wealth Management, LLC
9,645$488.0K0.0%GrowthLowSan Francisco, CA2026-10-22
IFM Investors Pty Ltd
9,569$484.2K0.0%IndexVery LowMelbourne, China2026-10-14
Wealth Quarterback LLC
9,556$483.6K0.1%ETFMediumToms River, NJ2026-10-20
Strategy Asset Managers LLC
9,214$466.2K0.1%CoreLowPasadena, CA2026-10-14
Summit Global Investments
9,165$4640.0%CoreMediumBountiful, UT2026-10-28
DekaBank Deutsche Girozentrale
9,112$4630.0%CoreLowFrankfurt, Hong Kong2026-10-27
Choreo, LLC
9,026$461.4K0.0%IndexLowRockford, IL2026-10-28
Farther Finance Advisors, LLC
8,804$445.5K0.0%IndexLowSan Francisco, CA2026-10-08
Chartist Inc
8,480$429.1K0.3%CoreVery LowSeal Beach, CA2026-11-04
C2c Wealth Management, LLC
7,424$375.7K0.3%CoreLowScottsdale, AZ2026-10-20
Virginia Retirement Systems ET Al
6,700$339.0K0.0%CoreMediumRichmond, VA2026-10-28
Affinity Capital Advisors, LLC
6,316$323.4K0.0%ETFLowBerkeley, CA2026-10-13
Sheets Smith Wealth Management
6,300$318.8K0.0%CoreLowWinston-Salem, NC2026-10-16
Crossmark Global Holdings, Inc.
6,094$308.4K0.0%GARPMediumHouston, TX2026-10-21
B. Riley Wealth Advisors, Inc.
6,024$304.8K0.0%GrowthLowMemphis, TN2026-10-13
Forvis Mazars Wealth Advisors, LLC
6,013$304.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Oppenheimer & Co Inc
5,661$286.4K0.0%CoreLowNew York, NY2026-10-26
Apollon Wealth Management, LLC
5,504$278.5K0.0%GrowthLowMount Pleasant, SC2026-10-23
D.A. Davidson & Co.
5,284$267.4K0.0%CoreLowGreat Falls, MT2026-10-28
Leuthold Group, LLC
5,202$263.2K0.0%ValueMediumMinneapolis, MN2026-11-04
Hobart Private Capital, LLC
5,195$262.9K0.0%ETFMediumCharlotte, NC2026-10-19
Randall & Associates Wealth Management
5,076$256.8K0.2%ETFMediumButler, PA2026-10-20
Moss Adams Wealth Advisors LLC
4,983$254.6K0.0%ETFLowSeattle, WA2026-10-28
Kennedy Investment Group, Inc.
4,971$251.5K0.1%GrowthLowWest Deptford, NJ2026-10-21
Compound Planning, Inc.
4,809$243.3K0.0%CoreLowNew York, NY2026-11-05
Bailard, Inc.
4,800$242.9K0.0%GrowthMediumFoster City, CA2026-10-13
Keybank National Association
4,788$242.3K0.0%CoreLowBrooklyn, OH2026-11-04
ZynergyRetirementPlanningLLC
4,581$231.8K0.1%ETFVery LowRed Bank, NJ2026-10-08
Valley National Advisers Inc
4,510$228.2K0.0%ETFLowBethlehem, PA2026-10-23
Accurate Wealth Management, LLC
4,429$229.7K0.0%CoreMediumWesley Chapel, FL2026-10-20
CenterBook Partners LP
4,371$221.2K0.0%ValueVery HighGreenwich, CT2026-11-02
Oakmont Investment Advisors, Inc.
4,225$213.8K0.1%GrowthMediumPittsburgh, PA2026-10-21
Gamma Investing LLC
4,205$212.8K0.0%IndexVery LowFoster City, CA2026-10-08
Hazlett, Burt & Watson, Inc.
4,140$2100.0%CoreVery LowWheeling, WV2026-11-04
Hohimer Wealth Management, LLC
4,059$205.4K0.0%CoreHighSeattle, WA2026-11-04
SBI Securities Co., Ltd.
3,824$193.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Bayforest Capital Ltd
3,015$152.6K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
2,985$1510.0%CoreMediumBrussels, Czech Republic2026-10-22
Thurston, Springer, Miller, Herd & Titak, Inc.
2,916$147.5K0.2%GrowthMediumIndianapolis, IN2026-10-14
US Bancorp \de\
2,846$144.0K0.0%IndexLowMinneapolis, MN2026-11-05
Atwood & Palmer Inc
2,680$135.6K0.0%CoreVery LowKansas City, MO2026-10-08
Bullock Wealth Management Group
2,487$127.2K0.1%GrowthLowBloomington, IN2026-10-09
Signaturefd, LLC
2,397$121.3K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
2,013$101.9K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
1,247$63.1K0.0%GrowthLowTampa, FL2026-10-16
Versant Capital Management, Inc
1,217$61.6K0.0%GARPLowPhoenix, AZ2026-10-02
Elevation Wealth Partners, LLC
1,216$61.5K0.0%ETFLowWalnut Creek, CA2026-10-07
Daiwa Securities Group Inc.
1,172$59.3K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Pinnacle Wealth Planning Services, Inc.
1,127$57.0K0.0%GARPLowMansfield, OH2026-10-27
Fulcrum Asset Management LLP
1,088$55.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Covestor Ltd
1,078$550.0%ValueHighLondon, United Kingdom2026-10-30
EverSource Wealth Advisors, LLC
945$47.8K0.0%CoreMediumBirmingham, AL2026-11-04
Parallel Advisors, LLC
919$46.5K0.0%IndexLowSan Francisco, CA2026-11-03
Halbert Hargrove Global Advisors, LLC
900$45.5K0.0%ETFLowLong Beach, CA2026-10-16
Nfsg Corp
898$45.4K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Roxbury Financial LLC
889$45.0K0.0%CoreVery LowMount Arlington, NJ2026-10-01
Plato Investment Management Ltd
852$43.3K0.0%CoreLowSydney, China2026-11-05
Brown, Lisle Ings, Inc.
786$39.8K0.0%CoreVery LowProvidence, RI2026-10-16
Root Financial Partners, LLC
700$35.4K0.0%ETFMediumEncinitas, CA2026-10-21
Planning Strategies Inc.
661$33.4K0.0%ETFN/ALancaster, PA2026-10-02
Essential Partners LLC
624$31.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Tradewinds Capital Management, LLC
623$31.5K0.0%ETFVery HighBellingham, WA2026-10-23
POM Investment Strategies, LLC
600$30.4K0.0%ETFVery HighRaleigh, NC2026-10-20
Assetmark, Inc
597$30.2K0.0%ETFLowConcord, CA2026-10-21
Harbor Capital Advisors, Inc.
594$300.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
569$28.8K0.0%ETFVery LowSylvania, OH2026-10-26
Princeton Global Asset Management LLC
535$27.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Central Trust Co
518$26.2K0.0%CoreLowJefferson City, MO2026-11-05
FNY Investment Advisers, LLC
400$200.0%GrowthVery HighNew York, NY2026-10-16
Godsey & Gibb, Inc
351$17.8K0.0%CoreLowRichmond, VA2026-10-14
WPG Advisers, LLC
333$16.9K0.0%CoreLowBaltimore, MD2026-10-27
Parkside Financial Bank & Trust
322$16.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Tompkins Financial Corp
300$15.2K0.0%CoreLowIthaca, NY2026-10-05
PFS Partners, LLC
300$15.2K0.0%ETFVery LowMine Hill, NJ2026-10-21
MassMutual Private Wealth & Trust, FSB
284$14.4K0.0%CoreLowSpringfield, MA2026-10-05
James T. Borello RIA
282$14.3K0.0%ETFVery LowEast Dundee, IL2026-10-16
Trust Co of Vermont
201$10.2K0.0%CoreVery LowBrattleboro, VT2026-10-21
Byrne Asset Management LLC
200$10.2K0.0%CoreLowKingston, NJ2026-10-06
Larson Financial Group LLC
191$9.7K0.0%GrowthLowSt Louis, MO2026-11-05
Private Wealth Management Group, LLC
158$8.0K0.0%ETFLowPrinceton, NJ2026-10-19
Redwood Park Advisors LLC
157$8.0K0.0%ETFVery LowRedwood City, CA2026-11-02
GK Wealth Management LLC
132$6.7K0.0%GARPVery HighReno, NV2026-10-09
JFS Wealth Advisors, LLC
128$6.5K0.0%ETFVery LowHermitage, PA2026-11-03
Cape Investment Advisory, Inc.
109$5.5K0.0%ETFLowMcdonough, GA2026-10-13
Lynch Investment Planning, LLC
100$5.1K0.0%ETFLowNewtown Square, PA2026-10-27
Fortitude Family Office, LLC
94$4.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Manchester Capital Management LLC
92$4.7K0.0%CoreLowManchester, VT2026-10-22
Bell Investment Advisors, Inc
91$4.6K0.0%ETFVery LowOrinda, CA2026-10-29
Elyxium Wealth, LLC
75$3.8K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
75$3.8K0.0%IndexVery LowTokyo, Mexico2026-11-05
Ascentis Wealth Management, LLC
71$3.6K0.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
64$3.2K0.0%CoreMediumOrchard Park, NY2026-11-05
First Command Advisory Services, Inc.
61$3.1K0.0%IndexLowFort Worth, TX2026-11-05
Pension & Wealth Management Advisors, Inc.
58$2.9K0.0%ETFLowWaltham, MA2026-10-16
Physician Wealth Advisors, Inc.
55$2.8K0.0%ETFMediumMidvale, UT2026-10-20
Creative Capital Management Investments LLC
49$2.5K0.0%ETFLowSan Diego, CA2026-10-28
True Wealth Design, LLC
36$1.8K0.0%ETFMediumAkron, OH2026-10-13
Torren Management, LLC
34$1.7K0.0%ETFMediumSan Diego, CA2026-10-29
Financial Consulate, Inc
29$1.5K0.0%ETFLowHunt Valley, MD2026-10-23
Bay Harbor Wealth Management, LLC
24$1.2K0.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
20$1.0K0.0%ETFLowBeaver, PA2026-10-16
City State Bank
20$1.0K0.0%GrowthVery LowNorwalk, IA2026-10-20
MTM Investment Management, LLC
16$8100.0%CoreVery LowSpartanburg, SC2026-10-30
Bare Financial Services, Inc
15$7590.0%ETFVery LowGap, PA2026-11-04
Latitude Advisors, LLC
15$7590.0%ETFLowYorkville, IL2026-10-27
Rossby Financial, LCC
15$7590.0%ETFMediumMelbourne, FL2026-11-05
Provenance Wealth Advisors, LLC
13$6580.0%ETFLowFort Lauderdale, FL2026-10-30
Cullen T Bankers, Inc.
11$5560.0%GrowthLowSan Antonio, TX2026-10-28
Kingdom Financial Group Llc.
6$2870.0%ETFMediumPeoria, AZ2026-11-04
TD Private Client Wealth LLC
5$2530.0%ETFLowNew York, NY2026-10-28
Owl Creek Wealth Partners LLC
5$2530.0%IndexLowGreenwood Village, CO2026-10-20
Hughes Financial Services, LLC
5$2660.0%ETFLowHerndon, VA2026-10-30
Buck Wealth Strategies, LLC
4$2020.0%ValueMediumDenver, CO2026-10-28
DecisionPoint Financial, LLC
4$2050.0%ETFVery LowMesa, AZ2026-10-27
Maseco LLP
3$1520.0%ETFVery LowLondon, United Kingdom2026-10-27
Capital Advisors, Ltd. LLC
2$00.0%ETFLowShaker Heights, OH2026-10-27
Maryland Capital Advisors Inc.
1$510.0%ETFVery LowChester, MD2026-10-15