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Newmarket Corp (NEU)

CUSIP: 651587107 | NYSE | Basic Materials · Specialty Chemicals | Mid Cap | 1202 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/ABruce C. Gottwald948,72910.1%New 5%+ stakeDec 9, 2025No 13F filer matched
13D/ABruce C. Gottwald948,729
10.1% of class · Dec 9, 2025New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP209,847
0.0% of portfolio›$188.3M
Bank of New York Mellon Corp67,563
0.0% of portfolio›$60.6M
HB Wealth Management, LLC33,592
0.2% of portfolio›$30.1M
Retirement Systems of Alabama29,072
0.1% of portfolio›$26.1M
Davenport & Co LLC26,279
0.1% of portfolio›$23.6M
DekaBank Deutsche Girozentrale19,221
0.0% of portfolio›$17.4K
Principal Financial Group Inc17,509
0.0% of portfolio›$15.7M
Citigroup Inc17,232
0.0% of portfolio›$15.5M
MacKenzie Financial Corp10,857
0.0% of portfolio›$9.7M
Illinois Municipal Retirement Fund9,494
0.1% of portfolio›$8.5M
Allspring Global Investments Holdings, LLC8,039
0.0% of portfolio›$7.4M
New York State Teachers Retirement System6,948
0.0% of portfolio›$6.2K
Creative Planning6,805
0.0% of portfolio›$6.1M
Clifford Swan Investment Counsel LLC6,400
0.2% of portfolio›$5.7M
Ritholtz Wealth Management5,011
0.1% of portfolio›$4.5M
Assetmark, Inc4,015
0.0% of portfolio›$3.6M
Salomon & Ludwin, LLC3,897
0.3% of portfolio›$3.5M
Csenge Advisory Group3,382
0.1% of portfolio›$3.0M
Amalgamated Bank3,365
0.0% of portfolio›$3.0K
Wealth Enhancement Advisory Services, LLC3,301
0.0% of portfolio›$2.7M
North Forty Two & Co.3,150
2.3% of portfolio›$2.8M
Mutual of America Capital Management LLC2,767
0.0% of portfolio›$2.5M
Truist Financial Corp2,589
0.0% of portfolio›$2.3M
State of New Jersey Common Pension Fund D2,464
0.0% of portfolio›$2.2M
Burney Co/2,323
0.1% of portfolio›$2.1M
Louisiana State Employees Retirement System2,300
0.0% of portfolio›$2.1M
Arizona State Retirement System2,137
0.0% of portfolio›$1.9M
Oak Thistle LLC2,092
0.2% of portfolio›$1.9M
Cobblestone Asset Management LLC2,000
0.7% of portfolio›$1.8M
Yousif Capital Management, LLC1,950
0.0% of portfolio›$1.8M
Fifth Third Bancorp1,933
0.0% of portfolio›$1.7M
State of Michigan Retirement System1,837
0.0% of portfolio›$1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,822
0.0% of portfolio›$1.6M
Thrivent Financial for Lutherans1,673
0.0% of portfolio›$1.5K
Oregon Public Employees Retirement Fund1,576
0.0% of portfolio›$1.4M
State of Alaska, Department of Revenue1,468
0.0% of portfolio›$1.3K
JLB & Associates Inc1,438
0.2% of portfolio›$1.1M
NLB Skladi, upravljanje premozenja, d.o.o.1,400
0.0% of portfolio›$1.3M
New Mexico Educational Retirement Board1,400
0.0% of portfolio›$1.3K
Knights of Columbus Asset Advisors LLC1,283
0.1% of portfolio›$1.2M
Ballew Advisors, Inc1,206
0.6% of portfolio›$1.1M
Pictet Asset Management Holding SA1,200
0.0% of portfolio›$1.1M
Wedmont Private Capital1,166
0.0% of portfolio›$1.1M
Park Avenue Securities LLC1,165
0.0% of portfolio›$1.0K
Elevation Point Wealth Partners, LLC1,115
0.0% of portfolio›$1.0M
New York Life Investment Management LLC1,084
0.0% of portfolio›$972.9K
SEB Asset Management AB1,081
0.0% of portfolio›$970.2K
Harbor Investment Advisory, LLC1,068
0.1% of portfolio›$958.6K
Vise Technologies, Inc.933
0.0% of portfolio›$837.6K
Larson Financial Group LLC910
0.0% of portfolio›$816.7K
Xponance LLC847
0.0% of portfolio›$760.2K
Kestra Advisory Services, LLC830
0.0% of portfolio›$747.5K
Childress Capital Advisors, LLC778
0.1% of portfolio›$698.4K
Virginia Retirement Systems ET Al724
0.0% of portfolio›$649.8K
Nisa Investment Advisors, LLC706
0.0% of portfolio›$634.2K
Crossmark Global Holdings, Inc.703
0.0% of portfolio›$631.0K
Kanawha Capital Management LLC685
0.0% of portfolio›$614.8K
Imc-Chicago, LLC669
0.0% of portfolio›$600.4K
Kestra Investment Management, LLC651
0.0% of portfolio›$586.6K
Brighton Jones LLC628
0.0% of portfolio›$563.2K
Chicago Partners Investment Group LLC627
0.0% of portfolio›$545.9K
Parallel Advisors, LLC624
0.0% of portfolio›$560.1K
Brian LOW Financial Group, LLC561
0.3% of portfolio›$503.5K
Swiss Life Asset Management Ltd556
0.0% of portfolio›$499.0K
Commonwealth Equity Services, LLC540
0.0% of portfolio›$484.5K
Intrua Financial, LLC522
0.0% of portfolio›$468.7K
Machina Capital S.A.S.520
0.1% of portfolio›$466.7K
Atria Investments, Inc457
0.0% of portfolio›$410.2K
Inspire Investing, LLC448
0.0% of portfolio›$402.1K
Quadrant Capital Group LLC444
0.0% of portfolio›$399.1K
Simplex Trading, LLC424
0.0% of portfolio›$380.5K
Farther Finance Advisors, LLC424
0.0% of portfolio›$381.0K
Concurrent Investment Advisors, LLC424
0.0% of portfolio›$380.6K
Ethic Inc.423
0.0% of portfolio›$379.7K
Exchange Traded Concepts, LLC420
0.0% of portfolio›$377.0K
Rossby Financial, LCC393
0.1% of portfolio›$352.7K
Gateway Investment Advisers LLC372
0.0% of portfolio›$333.9K
Gamma Investing LLC363
0.0% of portfolio›$325.8K
Maryland State Retirement & Pension System362
0.0% of portfolio›$324.9K
Krilogy Financial LLC352
0.0% of portfolio›$315.5K
Affinity Capital Advisors, LLC349
0.0% of portfolio›$311.8K
NorthCrest Asset Manangement, LLC342
0.0% of portfolio›$309.0K
Citizens Financial Group Inc321
0.0% of portfolio›$289.3K
J. Derek Lewis & Associates Inc.320
0.1% of portfolio›$287.2K
Perigon Wealth Management, LLC320
0.0% of portfolio›$287.2K
Marin Bay Wealth Advisors, LLC314
0.1% of portfolio›$282.6K
AlphaCore Capital LLC309
0.0% of portfolio›$278.1K
Kathmere Capital Management, LLC309
0.0% of portfolio›$277.3K
Compound Planning, Inc.309
0.0% of portfolio›$277.3K
Prime Capital Investment Advisors, LLC302
0.0% of portfolio›$271.1K
CIBC Asset Management Inc302
0.0% of portfolio›$271.1K
Ascentis Independent Advisors301
0.0% of portfolio›$270.2K
ProShare Advisors LLC290
0.0% of portfolio›$260.3K
Impact Capital Partners LLC283
0.1% of portfolio›$254.0K
Ellerson Group Inc280
0.1% of portfolio›$209.9K
Innealta Capital, LLC280
0.1% of portfolio›$251.3K
Lido Advisors, LLC279
0.0% of portfolio›$250.0K
Evergreen Capital Management LLC278
0.0% of portfolio›$250.0K
Planned Solutions, Inc.275
0.1% of portfolio›$246.8K
HUB Investment Partners, LLC275
0.0% of portfolio›$246.8K
D'Orazio & Associates, Inc.274
0.0% of portfolio›$245.9K
SkyOak Wealth, LLC272
0.0% of portfolio›$244.1K
Chicago Trust Co NA269
0.0% of portfolio›$241.4K
Pinnacle Associates LTD268
0.0% of portfolio›$240.5K
Praxis Investment Management Inc265
0.0% of portfolio›$238
Klingman & Associates, LLC260
0.0% of portfolio›$233.4K
IFP Advisors, Inc258
0.0% of portfolio›$231.6K
Cypress Capital Group256
0.0% of portfolio›$229.8K
Cypress Point Wealth Management, LLC253
0.0% of portfolio›$227.1K
Level Wealth Management LLC251
0.1% of portfolio›$226.0K
Garrett Wealth Advisory Group, LLC250
0.0% of portfolio›$224.4K
D.A. Davidson & Co.244
0.0% of portfolio›$219.0K
Fifth Third Wealth Advisors LLC241
0.0% of portfolio›$216.3K
OpenArc Corporate Advisory, LLC240
0.0% of portfolio›$215.4K
EverSource Wealth Advisors, LLC240
0.0% of portfolio›$215.5K
3Chopt Investment Partners, LLC235
0.0% of portfolio›$211.6K
Central Trust Co230
0.0% of portfolio›$206.4K
KBC Group NV227
0.0% of portfolio›$204
Daymark Wealth Partners, LLC227
0.0% of portfolio›$203.7K
US Bancorp \de\206
0.0% of portfolio›$184.9K
Signaturefd, LLC206
0.0% of portfolio›$184.9K
Sterling Capital Management LLC178
0.0% of portfolio›$159.8K
MV Capital Management, Inc.131
0.0% of portfolio›$117.6K
Thurston, Springer, Miller, Herd & Titak, Inc.104
0.2% of portfolio›$93.3K
Root Financial Partners, LLC89
0.0% of portfolio›$79.9K
Strs Ohio84
0.0% of portfolio›$75.4K
Versant Capital Management, Inc69
0.0% of portfolio›$61.9K
Essential Partners LLC66
0.0% of portfolio›$59.2K
Rosenberg Matthew Hamilton50
0.0% of portfolio›$44.9K
Fortitude Family Office, LLC45
0.0% of portfolio›$40.4K
WPG Advisers, LLC42
0.0% of portfolio›$37.7K
GHP Investment Advisors, Inc.37
0.0% of portfolio›$33.2K
True Wealth Design, LLC37
0.0% of portfolio›$33.2K
Covestor Ltd35
0.0% of portfolio›$32
Trust Co of Vermont35
0.0% of portfolio›$31.4K
Wilmington Savings Fund Society, FSB35
0.0% of portfolio›$31.4K
Harbor Capital Advisors, Inc.33
0.0% of portfolio›$30
FNY Investment Advisers, LLC30
0.0% of portfolio›$26
Evermay Wealth Management LLC29
0.0% of portfolio›$26.1K
Valued Wealth Advisors LLC27
0.0% of portfolio›$24.3K
Parkside Financial Bank & Trust27
0.0% of portfolio›$24.2K
Private Trust Co NA27
0.0% of portfolio›$24.2K
Provenance Wealth Advisors, LLC25
0.0% of portfolio›$22.4K
First Command Advisory Services, Inc.22
0.0% of portfolio›$19.8K
TD Private Client Wealth LLC22
0.0% of portfolio›$19.7K
SJS Investment Consulting Inc.21
0.0% of portfolio›$18.8K
Pension & Wealth Management Advisors, Inc.20
0.0% of portfolio›$18.0K
Mather Group, Llc.18
0.0% of portfolio›$16.2K
Highline Wealth Partners LLC18
0.0% of portfolio›$16.2K
Bare Financial Services, Inc17
0.0% of portfolio›$15.3K
Main Street Group, LTD16
0.0% of portfolio›$14.4K
Bell Investment Advisors, Inc14
0.0% of portfolio›$12.6K
Signature Equity Partners, LLC14
0.0% of portfolio›$12.6K
JFS Wealth Advisors, LLC13
0.0% of portfolio›$11.7K
Elyxium Wealth, LLC10
0.0% of portfolio›$9.0K
Activest Wealth Management10
0.0% of portfolio›$9.0K
MassMutual Private Wealth & Trust, FSB8
0.0% of portfolio›$7.2K
Gilpin Wealth Management, LLC7
0.0% of portfolio›$6.3K
Hughes Financial Services, LLC7
0.0% of portfolio›$5.6K
Farmers & Merchants Investments Inc7
0.0% of portfolio›$6.3K
Private Wealth Management Group, LLC7
0.0% of portfolio›$6.3K
Capital Advisors, Ltd. LLC6
0.0% of portfolio›$5
Creative Capital Management Investments LLC4
0.0% of portfolio›$3.6K
Alpine Bank Wealth Management3
0.0% of portfolio›$2.7K
Silver Grove Financial Group, Inc.3
0.0% of portfolio›$2.7K
Meriwether Wealth & Planning, LLC3
0.0% of portfolio›$2.7K
Physician Wealth Advisors, Inc.3
0.0% of portfolio›$2.7K
Smallwood Wealth Investment Management, LLC2
0.0% of portfolio›$1.8K
Security National Bank2
0.0% of portfolio›$1.8K
Manchester Capital Management LLC2
0.0% of portfolio›$1.8K
Clark Wealth Partners2
0.0% of portfolio›$1.8K
Cromwell Holdings LLC2
0.0% of portfolio›$1.8K
SBI Securities Co., Ltd.1
0.0% of portfolio›$898
DecisionPoint Financial, LLC1
0.0% of portfolio›$922
TFC Financial Management, Inc.1
0.0% of portfolio›$898
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$901
Wealth Enhancement Trust Services, Inc.1
0.0% of portfolio›$898
Elevation Wealth Partners, LLC1
0.0% of portfolio›$898
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
209,847$188.3M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
67,563$60.6M0.0%CoreLowNew York, NY2026-11-05
HB Wealth Management, LLC
33,592$30.1M0.2%IndexVery LowAtlanta, GA2026-10-23
Retirement Systems of Alabama
29,072$26.1M0.1%IndexLowMontgomery, AL2026-11-04
Davenport & Co LLC
26,279$23.6M0.1%CoreMediumRichmond, VA2026-10-14
DekaBank Deutsche Girozentrale
19,221$17.4K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Principal Financial Group Inc
17,509$15.7M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
17,232$15.5M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
10,857$9.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Illinois Municipal Retirement Fund
9,494$8.5M0.1%CoreMediumOak Brook, IL2026-11-05
Allspring Global Investments Holdings, LLC
8,039$7.4M0.0%CoreMediumCharlotte, NC2026-11-04
New York State Teachers Retirement System
6,948$6.2K0.0%CoreVery LowAlbany, NY2026-10-22
Creative Planning
6,805$6.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Clifford Swan Investment Counsel LLC
6,400$5.7M0.2%CoreVery LowPasadena, CA2026-11-05
Ritholtz Wealth Management
5,011$4.5M0.1%IndexLowNew York, NY2026-11-05
Assetmark, Inc
4,015$3.6M0.0%ETFLowConcord, CA2026-10-21
Salomon & Ludwin, LLC
3,897$3.5M0.3%ETFVery LowRichmond, VA2026-10-29
Csenge Advisory Group
3,382$3.0M0.1%ETFMediumClearwater, FL2026-11-04
Amalgamated Bank
3,365$3.0K0.0%CoreVery LowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
3,301$2.7M0.0%CoreLowPlymouth, MN2026-10-13
North Forty Two & Co.
3,150$2.8M2.3%ETFVery LowLake Oswego, OR2026-10-19
Mutual of America Capital Management LLC
2,767$2.5M0.0%IndexLowNew York, NY2026-10-23
Truist Financial Corp
2,589$2.3M0.0%CoreLowCharlotte, NC2026-10-30
State of New Jersey Common Pension Fund D
2,464$2.2M0.0%CoreLowTrenton, NJ2026-11-05
Burney Co/
2,323$2.1M0.1%GARPMediumReston, VA2026-10-15
Louisiana State Employees Retirement System
2,300$2.1M0.0%IndexLowBaton Rouge, LA2026-10-20
Arizona State Retirement System
2,137$1.9M0.0%IndexVery LowPhoenix, AZ2026-11-03
Oak Thistle LLC
2,092$1.9M0.2%ValueVery HighNew York, NY2026-10-21
Cobblestone Asset Management LLC
2,000$1.8M0.7%ETFMediumRichmond, VA2026-10-13
Yousif Capital Management, LLC
1,950$1.8M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Fifth Third Bancorp
1,933$1.7M0.0%IndexVery LowCincinnati, OH2026-11-05
State of Michigan Retirement System
1,837$1.6M0.0%IndexLowEast Lansing, MI2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
1,822$1.6M0.0%CoreLowHarrisburg, PA2026-11-03
Thrivent Financial for Lutherans
1,673$1.5K0.0%GARPMediumMinneapolis, MN2026-11-05
Oregon Public Employees Retirement Fund
1,576$1.4M0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
1,468$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
JLB & Associates Inc
1,438$1.1M0.2%CoreLowPlymouth, MI2026-10-27
NLB Skladi, upravljanje premozenja, d.o.o.
1,400$1.3M0.0%GrowthLowLjubljana, Andorra2026-10-22
New Mexico Educational Retirement Board
1,400$1.3K0.0%IndexVery LowSanta Fe, NM2026-11-05
Knights of Columbus Asset Advisors LLC
1,283$1.2M0.1%CoreMediumNew Haven, CT2026-11-05
Ballew Advisors, Inc
1,206$1.1M0.6%ETFLowJackson, MS2026-10-05
Pictet Asset Management Holding SA
1,200$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Wedmont Private Capital
1,166$1.1M0.0%IndexVery LowWest Chester, PA2026-10-09
Park Avenue Securities LLC
1,165$1.0K0.0%ETFMediumNew York, NY2026-10-26
Elevation Point Wealth Partners, LLC
1,115$1.0M0.0%CoreHighDenver, CO2026-11-05
New York Life Investment Management LLC
1,084$972.9K0.0%GrowthLowNew York, NY2026-11-04
SEB Asset Management AB
1,081$970.2K0.0%CoreN/AStockholm, Sweden2026-11-04
Harbor Investment Advisory, LLC
1,068$958.6K0.1%GrowthLowLutherville, MD2026-10-13
Vise Technologies, Inc.
933$837.6K0.0%IndexLowNew York, NY2026-10-29
Larson Financial Group LLC
910$816.7K0.0%GrowthLowSt Louis, MO2026-11-05
Xponance LLC
847$760.2K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Kestra Advisory Services, LLC
830$747.5K0.0%CoreLowAustin, TX2026-11-02
Childress Capital Advisors, LLC
778$698.4K0.1%GARPMediumHouston, TX2026-10-28
Virginia Retirement Systems ET Al
724$649.8K0.0%CoreMediumRichmond, VA2026-10-28
Nisa Investment Advisors, LLC
706$634.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Crossmark Global Holdings, Inc.
703$631.0K0.0%GARPMediumHouston, TX2026-10-21
Kanawha Capital Management LLC
685$614.8K0.0%CoreVery LowRichmond, VA2026-10-19
Imc-Chicago, LLC
669$600.4K0.0%GARPVery HighChicago, IL2026-11-05
Kestra Investment Management, LLC
651$586.6K0.0%ETFMediumAustin, TX2026-11-04
Brighton Jones LLC
628$563.2K0.0%CoreVery LowSeattle, WA2026-11-03
Chicago Partners Investment Group LLC
627$545.9K0.0%GARPLowChicago, IL2026-10-27
Parallel Advisors, LLC
624$560.1K0.0%IndexLowSan Francisco, CA2026-11-03
Brian LOW Financial Group, LLC
561$503.5K0.3%CoreMediumBaton Rouge, LA2026-10-28
Swiss Life Asset Management Ltd
556$499.0K0.0%CoreLowZurich, Switzerland2026-11-03
Commonwealth Equity Services, LLC
540$484.5K0.0%ETFLowWaltham, MA2026-11-02
Intrua Financial, LLC
522$468.7K0.0%ETFMediumHouston, TX2026-10-28
Machina Capital S.A.S.
520$466.7K0.1%ValueVery HighParis, India2026-11-05
Atria Investments, Inc
457$410.2K0.0%CoreMediumCharlotte, NC2026-10-15
Inspire Investing, LLC
448$402.1K0.0%GARPHighMeridian, ID2026-10-22
Quadrant Capital Group LLC
444$399.1K0.0%CoreLowCincinnati, OH2026-10-20
Simplex Trading, LLC
424$380.5K0.0%CoreVery HighChicago, IL2026-11-04
Farther Finance Advisors, LLC
424$381.0K0.0%IndexLowSan Francisco, CA2026-10-08
Concurrent Investment Advisors, LLC
424$380.6K0.0%GrowthMediumTampa, FL2026-10-16
Ethic Inc.
423$379.7K0.0%CoreLowNew York, NY2026-11-03
Exchange Traded Concepts, LLC
420$377.0K0.0%GrowthMediumOklahoma City, OK2026-10-28
Rossby Financial, LCC
393$352.7K0.1%ETFMediumMelbourne, FL2026-11-05
Gateway Investment Advisers LLC
372$333.9K0.0%GrowthLowCincinnati, OH2026-10-13
Gamma Investing LLC
363$325.8K0.0%IndexVery LowFoster City, CA2026-10-08
Maryland State Retirement & Pension System
362$324.9K0.0%IndexVery LowBaltimore, MD2026-11-05
Krilogy Financial LLC
352$315.5K0.0%GrowthLowSt. Louis, MO2026-10-13
Affinity Capital Advisors, LLC
349$311.8K0.0%ETFLowBerkeley, CA2026-10-13
NorthCrest Asset Manangement, LLC
342$309.0K0.0%GrowthLowPlymouth, MN2026-10-13
Citizens Financial Group Inc
321$289.3K0.0%GrowthLowProvidence, RI2026-10-23
J. Derek Lewis & Associates Inc.
320$287.2K0.1%ETFLowNewport Beach, CA2026-11-03
Perigon Wealth Management, LLC
320$287.2K0.0%GrowthLowSan Francisco, CA2026-10-22
Marin Bay Wealth Advisors, LLC
314$282.6K0.1%GrowthLowSan Anselmo, CA2026-10-28
AlphaCore Capital LLC
309$278.1K0.0%ETFLowLa Jolla, CA2026-11-04
Kathmere Capital Management, LLC
309$277.3K0.0%ETFLowWayne, PA2026-10-20
Compound Planning, Inc.
309$277.3K0.0%CoreLowNew York, NY2026-11-05
Prime Capital Investment Advisors, LLC
302$271.1K0.0%ETFLowOverland Park, KS2026-10-20
CIBC Asset Management Inc
302$271.1K0.0%GARPLowToronto, South Africa2026-11-05
Ascentis Independent Advisors
301$270.2K0.0%ETFLowDallas, TX2026-11-03
ProShare Advisors LLC
290$260.3K0.0%GrowthLowBethesda, MD2026-10-29
Impact Capital Partners LLC
283$254.0K0.1%GrowthLowGreenwood Village, CO2026-10-22
Ellerson Group Inc
280$209.9K0.1%GrowthLowAnnapolis, MD2026-11-04
Innealta Capital, LLC
280$251.3K0.1%ETFMediumAustin, TX2026-11-02
Lido Advisors, LLC
279$250.0K0.0%GrowthLowLos Angeles, CA2026-11-04
Evergreen Capital Management LLC
278$250.0K0.0%GARPMediumBellevue, WA2026-10-23
Planned Solutions, Inc.
275$246.8K0.1%ETFLowFolsom, CA2026-10-19
HUB Investment Partners, LLC
275$246.8K0.0%GrowthLowAustin, TX2026-11-03
D'Orazio & Associates, Inc.
274$245.9K0.0%ETFLowVienna, VA2026-11-04
SkyOak Wealth, LLC
272$244.1K0.0%ETFLowSouthfield, MI2026-10-28
Chicago Trust Co NA
269$241.4K0.0%CoreLowGrayslake, IL2026-10-28
Pinnacle Associates LTD
268$240.5K0.0%CoreLowNew York, NY2026-10-20
Praxis Investment Management Inc
265$2380.0%CoreLowGoshen, IN2026-11-03
Klingman & Associates, LLC
260$233.4K0.0%ETFVery LowNew York, NY2026-10-20
IFP Advisors, Inc
258$231.6K0.0%GrowthLowTampa, FL2026-10-16
Cypress Capital Group
256$229.8K0.0%CoreLowPalm Beach, FL2026-11-03
Cypress Point Wealth Management, LLC
253$227.1K0.0%ETFLowDallas, TX2026-11-03
Level Wealth Management LLC
251$226.0K0.1%ETFVery LowGreensboro, NC2026-10-23
Garrett Wealth Advisory Group, LLC
250$224.4K0.0%ETFVery LowWeatherford, TX2026-10-22
D.A. Davidson & Co.
244$219.0K0.0%CoreLowGreat Falls, MT2026-10-28
Fifth Third Wealth Advisors LLC
241$216.3K0.0%IndexVery LowCincinnati, OH2026-10-22
OpenArc Corporate Advisory, LLC
240$215.4K0.0%GrowthLowAtlanta, GA2026-10-21
EverSource Wealth Advisors, LLC
240$215.5K0.0%CoreMediumBirmingham, AL2026-11-04
3Chopt Investment Partners, LLC
235$211.6K0.0%CoreLowRichmond, VA2026-10-30
Central Trust Co
230$206.4K0.0%CoreLowJefferson City, MO2026-11-05
KBC Group NV
227$2040.0%CoreMediumBrussels, Czech Republic2026-10-22
Daymark Wealth Partners, LLC
227$203.7K0.0%CoreLowCincinnati, OH2026-11-04
US Bancorp \de\
206$184.9K0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
206$184.9K0.0%IndexLowAtlanta, GA2026-10-23
Sterling Capital Management LLC
178$159.8K0.0%GARPMediumCharlotte, NC2026-10-22
MV Capital Management, Inc.
131$117.6K0.0%ETFLowBethesda, MD2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
104$93.3K0.2%GrowthMediumIndianapolis, IN2026-10-14
Root Financial Partners, LLC
89$79.9K0.0%ETFMediumEncinitas, CA2026-10-21
Strs Ohio
84$75.4K0.0%CoreMediumColumbus, OH2026-10-30
Versant Capital Management, Inc
69$61.9K0.0%GARPLowPhoenix, AZ2026-10-02
Essential Partners LLC
66$59.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Rosenberg Matthew Hamilton
50$44.9K0.0%ETFVery LowGrand Junction, CO2026-10-05
Fortitude Family Office, LLC
45$40.4K0.0%ETFMediumScottsdale, AZ2026-10-14
WPG Advisers, LLC
42$37.7K0.0%CoreLowBaltimore, MD2026-10-27
GHP Investment Advisors, Inc.
37$33.2K0.0%CoreVery LowDenver, CO2026-10-15
True Wealth Design, LLC
37$33.2K0.0%ETFMediumAkron, OH2026-10-13
Covestor Ltd
35$320.0%ValueHighLondon, United Kingdom2026-10-30
Trust Co of Vermont
35$31.4K0.0%CoreVery LowBrattleboro, VT2026-10-21
Wilmington Savings Fund Society, FSB
35$31.4K0.0%CoreLowWilmington, DE2026-10-23
Harbor Capital Advisors, Inc.
33$300.0%ValueHighChicago, IL2026-10-22
FNY Investment Advisers, LLC
30$260.0%GrowthVery HighNew York, NY2026-10-16
Evermay Wealth Management LLC
29$26.1K0.0%ETFLowArlington, VA2026-11-05
Valued Wealth Advisors LLC
27$24.3K0.0%IndexVery LowHolladay, UT2026-11-05
Parkside Financial Bank & Trust
27$24.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Private Trust Co NA
27$24.2K0.0%CoreLowCleveland, OH2026-10-20
Provenance Wealth Advisors, LLC
25$22.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
First Command Advisory Services, Inc.
22$19.8K0.0%IndexLowFort Worth, TX2026-11-05
TD Private Client Wealth LLC
22$19.7K0.0%ETFLowNew York, NY2026-10-28
SJS Investment Consulting Inc.
21$18.8K0.0%ETFVery LowSylvania, OH2026-10-26
Pension & Wealth Management Advisors, Inc.
20$18.0K0.0%ETFLowWaltham, MA2026-10-16
Mather Group, Llc.
18$16.2K0.0%ETFMediumChicago, IL2026-10-14
Highline Wealth Partners LLC
18$16.2K0.0%ETFMediumSherman Oaks, CA2026-10-19
Bare Financial Services, Inc
17$15.3K0.0%ETFVery LowGap, PA2026-11-04
Main Street Group, LTD
16$14.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Bell Investment Advisors, Inc
14$12.6K0.0%ETFVery LowOrinda, CA2026-10-29
Signature Equity Partners, LLC
14$12.6K0.0%GrowthMediumColumbus, OH2026-10-29
JFS Wealth Advisors, LLC
13$11.7K0.0%ETFVery LowHermitage, PA2026-11-03
Elyxium Wealth, LLC
10$9.0K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Activest Wealth Management
10$9.0K0.0%ETFLowAventura, FL2026-10-15
MassMutual Private Wealth & Trust, FSB
8$7.2K0.0%CoreLowSpringfield, MA2026-10-05
Gilpin Wealth Management, LLC
7$6.3K0.0%GrowthLowDenver, CO2026-10-09
Hughes Financial Services, LLC
7$5.6K0.0%ETFLowHerndon, VA2026-10-30
Farmers & Merchants Investments Inc
7$6.3K0.0%CoreVery LowLincoln, NE2026-10-22
Private Wealth Management Group, LLC
7$6.3K0.0%ETFLowPrinceton, NJ2026-10-19
Capital Advisors, Ltd. LLC
6$50.0%ETFLowShaker Heights, OH2026-10-27
Creative Capital Management Investments LLC
4$3.6K0.0%ETFLowSan Diego, CA2026-10-28
Alpine Bank Wealth Management
3$2.7K0.0%ETFHighGrand Junction, CO2026-10-16
Silver Grove Financial Group, Inc.
3$2.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Meriwether Wealth & Planning, LLC
3$2.7K0.0%ETFMediumMinden, LA2026-10-13
Physician Wealth Advisors, Inc.
3$2.7K0.0%ETFMediumMidvale, UT2026-10-20
Smallwood Wealth Investment Management, LLC
2$1.8K0.0%ETFVery LowRed Bank, NJ2026-10-30
Security National Bank
2$1.8K0.0%GrowthLowOmaha, NE2026-10-26
Manchester Capital Management LLC
2$1.8K0.0%CoreLowManchester, VT2026-10-22
Clark Wealth Partners
2$1.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Cromwell Holdings LLC
2$1.8K0.0%IndexLowJackson, WY2026-10-28
SBI Securities Co., Ltd.
1$8980.0%Agg GrowthLowTokyo, Mexico2026-10-22
DecisionPoint Financial, LLC
1$9220.0%ETFVery LowMesa, AZ2026-10-27
TFC Financial Management, Inc.
1$8980.0%ETFVery LowBoston, MA2026-10-26
Bay Harbor Wealth Management, LLC
1$9010.0%ETFMediumHunt Valley, MD2026-11-03
Wealth Enhancement Trust Services, Inc.
1$8980.0%GrowthMediumSioux Falls, SD2026-10-07
Elevation Wealth Partners, LLC
1$8980.0%ETFLowWalnut Creek, CA2026-10-07