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Oscar Health Inc (OSCR)

CUSIP: 687793109 | NYSE | Healthcare · Healthcare Plans | Mid Cap | 878 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/AJoshua Kushner
with Thrive Partners III GP, LLC, Thrive Capital Partners III, L.P., Thrive Partners VII Growth GP, LLC, +12 more
37,525,45112.1%New 5%+ stakeSep 18, 2026No 13F filer matched
13D/AJoshua Kushner37,525,451
12.1% of class · Sep 18, 2026New 5%+ stake
with Thrive Partners III GP, LLC, Thrive Capital Partners III, L.P., Thrive Partners VII Growth GP, LLC, +12 more
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP3,901,622
0.0% of portfolio›$120.3M
Assenagon Asset Management S.A.2,589,708
0.1% of portfolio›$79.9M
State of Michigan Retirement System1,450,000
0.2% of portfolio›$44.7M
Glynn Capital Management LLC1,380,836
12.8% of portfolio›$42.6M
Halter Ferguson Financial Inc.1,211,825
6.5% of portfolio›$37.4M
Wedge Capital Management L L P1,127,765
0.6% of portfolio›$34.8M
BI Asset Management Fondsmaeglerselskab A/S328,321
0.0% of portfolio›$10.1K
RPG Investment Advisory, LLC274,781
1.6% of portfolio›$8.5M
Citigroup Inc254,580
0.0% of portfolio›$7.9M
SEB Asset Management AB196,975
0.0% of portfolio›$6.1M
Imc-Chicago, LLC164,471
0.0% of portfolio›$5.1M
Simplex Trading, LLC158,715
0.0% of portfolio›$4.9M
Axxion S.A.132,772
0.3% of portfolio›$4.1M
Creative Planning132,558
0.0% of portfolio›$4.1M
Inspire Investing, LLC94,466
0.1% of portfolio›$2.9M
Strs Ohio90,800
0.0% of portfolio›$2.8M
Smart Wealth LLC82,452
0.5% of portfolio›$2.5M
State of New Jersey Common Pension Fund D77,278
0.0% of portfolio›$2.4M
Convergence Investment Partners, LLC70,952
0.2% of portfolio›$2.2M
Oppenheimer & Co Inc68,428
0.0% of portfolio›$2.1M
Arizona State Retirement System67,489
0.0% of portfolio›$2.1M
Fideuram Asset Management (Ireland) dac60,000
0.0% of portfolio›$1.8M
Hanseatic Management Services Inc53,718
1.4% of portfolio›$1.7M
Annex Advisory Services, LLC52,387
0.0% of portfolio›$1.6M
Genesee Capital Advisors, LLC44,338
0.4% of portfolio›$1.4M
Sierra Summit Advisors LLC42,153
0.2% of portfolio›$1.3M
Perigon Wealth Management, LLC42,109
0.0% of portfolio›$1.3M
Commonwealth Equity Services, LLC41,516
0.0% of portfolio›$1.3M
Kingswood Wealth Advisors, LLC40,559
0.0% of portfolio›$1.3M
Toth Financial Advisory Corp38,000
0.1% of portfolio›$1.2M
Pictet Asset Management Holding SA35,691
0.0% of portfolio›$1.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.32,927
0.0% of portfolio›$1.0M
Signature Estate & Investment Advisors LLC32,600
0.0% of portfolio›$1.0M
Jackson Creek Investment Advisors LLC32,320
0.0% of portfolio›$997
Allspring Global Investments Holdings, LLC31,941
0.0% of portfolio›$955.0K
ProShare Advisors LLC30,265
0.0% of portfolio›$933.4K
Wealth Enhancement Advisory Services, LLC29,026
0.0% of portfolio›$960.8K
MacKenzie Financial Corp28,647
0.0% of portfolio›$883.5K
Principal Financial Group Inc27,855
0.0% of portfolio›$859.0K
WealthPlan Investment Management, LLC27,237
0.0% of portfolio›$840.0K
Eddie Patel Inc26,103
0.5% of portfolio›$805.0K
Swiss Life Asset Management Ltd24,267
0.0% of portfolio›$748.4K
Xponance LLC22,869
0.0% of portfolio›$705.3K
OP Asset Management Ltd22,612
0.0% of portfolio›$697.4K
SBI Securities Co., Ltd.21,504
0.0% of portfolio›$663.2K
Hamilton Lane Advisors LLC21,470
0.4% of portfolio›$662.1K
Virginia Retirement Systems ET Al20,500
0.0% of portfolio›$632.2K
Kestra Advisory Services, LLC19,664
0.0% of portfolio›$606.4K
Achmea Investment Management B.V.19,509
0.0% of portfolio›$602.1K
Roxbury Financial LLC18,802
0.4% of portfolio›$579.9K
Cambridge Investment Research Advisors, Inc.18,198
0.0% of portfolio›$561
Yorktown Management & Research Co Inc17,400
0.4% of portfolio›$536.6K
Alps Advisors Inc17,160
0.0% of portfolio›$529.2K
Vise Technologies, Inc.17,067
0.0% of portfolio›$526.3K
Vontobel Holding Ltd.17,004
0.0% of portfolio›$524.4K
Nisa Investment Advisors, LLC16,812
0.0% of portfolio›$518.5K
State of Wyoming14,018
0.0% of portfolio›$432.3K
TD Waterhouse Canada Inc.13,350
0.0% of portfolio›$399.0K
Moran Wealth Management, LLC12,173
0.0% of portfolio›$375.4K
Rolek Wealth Management LLC11,802
0.2% of portfolio›$364.0K
GFS Advisors, LLC11,350
0.0% of portfolio›$350.0K
Lanark Financial, Inc.10,978
0.0% of portfolio›$338.6K
Abel Hall, LLC10,376
0.1% of portfolio›$320.0K
South Shore Capital Advisors10,000
0.2% of portfolio›$308.4K
Mraz, Amerine & Associates, Inc.9,975
0.0% of portfolio›$307.6K
XML Financial, LLC9,825
0.0% of portfolio›$303.0K
North Capital, Inc.9,450
0.2% of portfolio›$319.3K
Farther Finance Advisors, LLC9,427
0.0% of portfolio›$290.7K
Samalin Investment Counsel, LLC9,291
0.1% of portfolio›$286.5K
Sava Infond d.o.o.9,000
0.0% of portfolio›$277.6K
Daiwa Securities Group Inc.8,923
0.0% of portfolio›$275.2K
Cypress Point Wealth Management, LLC8,656
0.0% of portfolio›$267.0K
Matauro, LLC8,191
0.0% of portfolio›$252.6K
CIBC Asset Management Inc8,107
0.0% of portfolio›$250.0K
Sterling Capital Management LLC7,953
0.0% of portfolio›$245.3K
Kestra Private Wealth Services, LLC7,943
0.0% of portfolio›$245.0K
J. Safra Sarasin Holding AG7,900
0.0% of portfolio›$243.6K
Praxis Investment Management Inc7,897
0.0% of portfolio›$244
Balance Wealth Partners LLC7,612
0.1% of portfolio›$234.7K
Fermata Advisors, LLC7,265
0.0% of portfolio›$224.1K
KBC Group NV7,212
0.0% of portfolio›$222
Global Assets Advisory, LLC6,850
0.0% of portfolio›$217.7K
Tema Etfs LLC6,675
0.0% of portfolio›$205.9K
Amalgamated Bank6,541
0.0% of portfolio›$202
Revisor Wealth Management LLC6,500
0.1% of portfolio›$203.9K
GK Wealth Management LLC3,241
0.1% of portfolio›$99.9K
Gamma Investing LLC2,445
0.0% of portfolio›$75.4K
Ares Financial Consulting, LLC2,243
0.0% of portfolio›$69.2K
Lido Advisors, LLC1,969
0.0% of portfolio›$60.7K
Rakuten Securities, Inc.1,875
0.0% of portfolio›$57.8K
Larson Financial Group LLC1,512
0.0% of portfolio›$46.6K
IFP Advisors, Inc1,453
0.0% of portfolio›$44.8K
SJS Investment Consulting Inc.1,046
0.0% of portfolio›$32.3K
Valley National Advisers Inc1,000
0.0% of portfolio›$30.8K
Leonteq Securities AG898
0.0% of portfolio›$27.7K
Versant Capital Management, Inc859
0.0% of portfolio›$26.5K
Harbor Capital Advisors, Inc.840
0.0% of portfolio›$26
Financial Management Professionals, Inc.827
0.0% of portfolio›$25.5K
EverSource Wealth Advisors, LLC824
0.0% of portfolio›$25.4K
Signaturefd, LLC705
0.0% of portfolio›$21.7K
Carolina Wealth Advisors, LLC655
0.0% of portfolio›$20.2K
Root Financial Partners, LLC568
0.0% of portfolio›$17.5K
Covestor Ltd548
0.0% of portfolio›$17
Cornerstone National Bank & Trust Co500
0.0% of portfolio›$15.0K
Meriwether Wealth & Planning, LLC500
0.0% of portfolio›$15.4K
Pinnacle Wealth Planning Services, Inc.490
0.0% of portfolio›$15.1K
Parkside Financial Bank & Trust475
0.0% of portfolio›$14.7K
Private Wealth Management Group, LLC469
0.0% of portfolio›$14.5K
Blue Trust, Inc.413
0.0% of portfolio›$12.7K
Reyes Financial Architecture, Inc.402
0.0% of portfolio›$12.4K
Asset Dedication, LLC374
0.0% of portfolio›$11.5K
RHL Group, LLC336
0.0% of portfolio›$10.4K
DeDora Capital, Inc.286
0.0% of portfolio›$8.8K
Parallel Advisors, LLC254
0.0% of portfolio›$7.8K
Main Street Group, LTD250
0.0% of portfolio›$7.7K
Provenance Wealth Advisors, LLC244
0.0% of portfolio›$7.5K
Essential Partners LLC226
0.0% of portfolio›$7.0K
Private Trust Co NA208
0.0% of portfolio›$6.4K
Latitude Advisors, LLC175
0.0% of portfolio›$5.4K
Ascentis Independent Advisors120
0.0% of portfolio›$3.7K
Trust Co of Vermont100
0.0% of portfolio›$3.1K
Bare Financial Services, Inc83
0.0% of portfolio›$2.6K
JFS Wealth Advisors, LLC78
0.0% of portfolio›$2.4K
Fortitude Family Office, LLC77
0.0% of portfolio›$2.4K
True Wealth Design, LLC72
0.0% of portfolio›$2.2K
Physician Wealth Advisors, Inc.67
0.0% of portfolio›$2.1K
MassMutual Private Wealth & Trust, FSB62
0.0% of portfolio›$1.9K
Hughes Financial Services, LLC43
0.0% of portfolio›$1.3K
Bell Investment Advisors, Inc38
0.0% of portfolio›$1.2K
DecisionPoint Financial, LLC30
0.0% of portfolio›$897
Ascentis Wealth Management, LLC27
0.0% of portfolio›$832
Creative Capital Management Investments LLC27
0.0% of portfolio›$833
DiNuzzo Private Wealth, Inc.17
0.0% of portfolio›$525
Silver Grove Financial Group, Inc.14
0.0% of portfolio›$432
Bay Harbor Wealth Management, LLC10
0.0% of portfolio›$308
GHP Investment Advisors, Inc.2
0.0% of portfolio›$62
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
3,901,622$120.3M0.0%IndexLowAustin, TX2026-11-04
Assenagon Asset Management S.A.
2,589,708$79.9M0.1%GrowthHighSenningerberg, Netherlands2026-10-15
State of Michigan Retirement System
1,450,000$44.7M0.2%IndexLowEast Lansing, MI2026-10-27
Glynn Capital Management LLC
1,380,836$42.6M12.8%Agg GrowthHighMenlo Park, CA2026-10-07
Halter Ferguson Financial Inc.
1,211,825$37.4M6.5%Agg GrowthMediumCarmel, IN2026-10-21
Wedge Capital Management L L P
1,127,765$34.8M0.6%ValueMediumCharlotte, NC2026-10-13
BI Asset Management Fondsmaeglerselskab A/S
328,321$10.1K0.0%CoreMediumKobenhavn, Greece2026-10-22
RPG Investment Advisory, LLC
274,781$8.5M1.6%GrowthLowPleasanton, CA2026-10-21
Citigroup Inc
254,580$7.9M0.0%CoreMediumNew York, NY2026-11-04
SEB Asset Management AB
196,975$6.1M0.0%CoreN/AStockholm, Sweden2026-11-04
Imc-Chicago, LLC
164,471$5.1M0.0%GARPVery HighChicago, IL2026-11-05
Simplex Trading, LLC
158,715$4.9M0.0%CoreVery HighChicago, IL2026-11-04
Axxion S.A.
132,772$4.1M0.3%CoreN/AGrevenmacher, Netherlands2026-10-22
Creative Planning
132,558$4.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Inspire Investing, LLC
94,466$2.9M0.1%GARPHighMeridian, ID2026-10-22
Strs Ohio
90,800$2.8M0.0%CoreMediumColumbus, OH2026-10-30
Smart Wealth LLC
82,452$2.5M0.5%ETFHighOmaha, NE2026-11-04
State of New Jersey Common Pension Fund D
77,278$2.4M0.0%CoreLowTrenton, NJ2026-11-05
Convergence Investment Partners, LLC
70,952$2.2M0.2%GARPHighPalm Beach Gardens, FL2026-10-28
Oppenheimer & Co Inc
68,428$2.1M0.0%CoreLowNew York, NY2026-10-26
Arizona State Retirement System
67,489$2.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Fideuram Asset Management (Ireland) dac
60,000$1.8M0.0%CoreHighDublin 1, Lithuania2026-10-29
Hanseatic Management Services Inc
53,718$1.7M1.4%GrowthHighAlbuquerque, NM2026-10-27
Annex Advisory Services, LLC
52,387$1.6M0.0%GrowthHighBrookfield, WI2026-10-16
Genesee Capital Advisors, LLC
44,338$1.4M0.4%ETFMediumAuburn, NY2026-10-20
Sierra Summit Advisors LLC
42,153$1.3M0.2%Agg GrowthHighIncline Village, NV2026-10-28
Perigon Wealth Management, LLC
42,109$1.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Commonwealth Equity Services, LLC
41,516$1.3M0.0%ETFLowWaltham, MA2026-11-02
Kingswood Wealth Advisors, LLC
40,559$1.3M0.0%GrowthLowSan Diego, CA2026-10-23
Toth Financial Advisory Corp
38,000$1.2M0.1%CoreLowLeesburg, VA2026-10-08
Pictet Asset Management Holding SA
35,691$1.1M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
32,927$1.0M0.0%CoreHighTurin, Latvia2026-10-22
Signature Estate & Investment Advisors LLC
32,600$1.0M0.0%ETFMediumLos Angeles, CA2026-10-13
Jackson Creek Investment Advisors LLC
32,320$9970.0%ValueVery HighCastle Rock, CO2026-11-04
Allspring Global Investments Holdings, LLC
31,941$955.0K0.0%CoreMediumCharlotte, NC2026-11-04
ProShare Advisors LLC
30,265$933.4K0.0%GrowthLowBethesda, MD2026-10-29
Wealth Enhancement Advisory Services, LLC
29,026$960.8K0.0%CoreLowPlymouth, MN2026-10-13
MacKenzie Financial Corp
28,647$883.5K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Principal Financial Group Inc
27,855$859.0K0.0%CoreLowDes Moines, IA2026-11-02
WealthPlan Investment Management, LLC
27,237$840.0K0.0%GrowthMediumOmaha, NE2026-10-15
Eddie Patel Inc
26,103$805.0K0.5%GARPVery HighChicago, IL2026-11-02
Swiss Life Asset Management Ltd
24,267$748.4K0.0%CoreLowZurich, Switzerland2026-11-03
Xponance LLC
22,869$705.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
OP Asset Management Ltd
22,612$697.4K0.0%GrowthMediumHelsinki, Hungary2026-11-05
SBI Securities Co., Ltd.
21,504$663.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hamilton Lane Advisors LLC
21,470$662.1K0.4%YieldMediumConshohocken, PA2026-10-21
Virginia Retirement Systems ET Al
20,500$632.2K0.0%CoreMediumRichmond, VA2026-10-28
Kestra Advisory Services, LLC
19,664$606.4K0.0%CoreLowAustin, TX2026-11-02
Achmea Investment Management B.V.
19,509$602.1K0.0%CoreMediumZeist, Philippines2026-10-30
Roxbury Financial LLC
18,802$579.9K0.4%CoreVery LowMount Arlington, NJ2026-10-01
Cambridge Investment Research Advisors, Inc.
18,198$5610.0%ETFLowFairfield, IA2026-11-02
Yorktown Management & Research Co Inc
17,400$536.6K0.4%MomentumMediumForest, VA2026-10-28
Alps Advisors Inc
17,160$529.2K0.0%YieldLowDenver, CO2026-11-03
Vise Technologies, Inc.
17,067$526.3K0.0%IndexLowNew York, NY2026-10-29
Vontobel Holding Ltd.
17,004$524.4K0.0%CoreMediumZurich, Switzerland2026-10-16
Nisa Investment Advisors, LLC
16,812$518.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
State of Wyoming
14,018$432.3K0.0%ValueHighCheyenne, WY2026-10-28
TD Waterhouse Canada Inc.
13,350$399.0K0.0%CoreLowToronto, Australia2026-10-16
Moran Wealth Management, LLC
12,173$375.4K0.0%CoreMediumNaples, FL2026-10-22
Rolek Wealth Management LLC
11,802$364.0K0.2%ETFVery LowBerwyn, PA2026-10-21
GFS Advisors, LLC
11,350$350.0K0.0%CoreLowHouston, TX2026-11-03
Lanark Financial, Inc.
10,978$338.6K0.0%CoreMediumBirmingham, AL2026-10-26
Abel Hall, LLC
10,376$320.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
South Shore Capital Advisors
10,000$308.4K0.2%CoreMediumCohasset, MA2026-10-20
Mraz, Amerine & Associates, Inc.
9,975$307.6K0.0%Deep ValueLowModesto, CA2026-10-30
XML Financial, LLC
9,825$303.0K0.0%ETFLowBethesda, MD2026-10-29
North Capital, Inc.
9,450$319.3K0.2%ETFLowSalt Lake City, UT2026-10-16
Farther Finance Advisors, LLC
9,427$290.7K0.0%IndexLowSan Francisco, CA2026-10-08
Samalin Investment Counsel, LLC
9,291$286.5K0.1%YieldMediumChappaqua, NY2026-10-23
Sava Infond d.o.o.
9,000$277.6K0.0%Agg GrowthLowMaribor, Andorra2026-10-28
Daiwa Securities Group Inc.
8,923$275.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Cypress Point Wealth Management, LLC
8,656$267.0K0.0%ETFLowDallas, TX2026-11-03
Matauro, LLC
8,191$252.6K0.0%ETFLowNew York, NY2026-11-03
CIBC Asset Management Inc
8,107$250.0K0.0%GARPLowToronto, South Africa2026-11-05
Sterling Capital Management LLC
7,953$245.3K0.0%GARPMediumCharlotte, NC2026-10-22
Kestra Private Wealth Services, LLC
7,943$245.0K0.0%GrowthLowAustin, TX2026-10-30
J. Safra Sarasin Holding AG
7,900$243.6K0.0%CoreMediumBasel, Switzerland2026-10-26
Praxis Investment Management Inc
7,897$2440.0%CoreLowGoshen, IN2026-11-03
Balance Wealth Partners LLC
7,612$234.7K0.1%ETFMediumWorthington, OH2026-10-27
Fermata Advisors, LLC
7,265$224.1K0.0%ETFLowSonoma, CA2026-10-13
KBC Group NV
7,212$2220.0%CoreMediumBrussels, Czech Republic2026-10-22
Global Assets Advisory, LLC
6,850$217.7K0.0%GrowthHighOrlando, FL2026-10-28
Tema Etfs LLC
6,675$205.9K0.0%GrowthMediumNew York, NY2026-10-16
Amalgamated Bank
6,541$2020.0%CoreVery LowNew York, NY2026-10-23
Revisor Wealth Management LLC
6,500$203.9K0.1%CoreLowAkron, OH2026-10-20
GK Wealth Management LLC
3,241$99.9K0.1%GARPVery HighReno, NV2026-10-09
Gamma Investing LLC
2,445$75.4K0.0%IndexVery LowFoster City, CA2026-10-08
Ares Financial Consulting, LLC
2,243$69.2K0.0%CoreLowCalabasas, CA2026-10-19
Lido Advisors, LLC
1,969$60.7K0.0%GrowthLowLos Angeles, CA2026-11-04
Rakuten Securities, Inc.
1,875$57.8K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Larson Financial Group LLC
1,512$46.6K0.0%GrowthLowSt Louis, MO2026-11-05
IFP Advisors, Inc
1,453$44.8K0.0%GrowthLowTampa, FL2026-10-16
SJS Investment Consulting Inc.
1,046$32.3K0.0%ETFVery LowSylvania, OH2026-10-26
Valley National Advisers Inc
1,000$30.8K0.0%ETFLowBethlehem, PA2026-10-23
Leonteq Securities AG
898$27.7K0.0%CoreHighZurich, Switzerland2026-10-29
Versant Capital Management, Inc
859$26.5K0.0%GARPLowPhoenix, AZ2026-10-02
Harbor Capital Advisors, Inc.
840$260.0%ValueHighChicago, IL2026-10-22
Financial Management Professionals, Inc.
827$25.5K0.0%ETFMediumAustin, TX2026-10-23
EverSource Wealth Advisors, LLC
824$25.4K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
705$21.7K0.0%IndexLowAtlanta, GA2026-10-23
Carolina Wealth Advisors, LLC
655$20.2K0.0%YieldHighMyrtle Beach, SC2026-10-23
Root Financial Partners, LLC
568$17.5K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
548$170.0%ValueHighLondon, United Kingdom2026-10-30
Cornerstone National Bank & Trust Co
500$15.0K0.0%ETFMediumPalatine, IL2026-10-20
Meriwether Wealth & Planning, LLC
500$15.4K0.0%ETFMediumMinden, LA2026-10-13
Pinnacle Wealth Planning Services, Inc.
490$15.1K0.0%GARPLowMansfield, OH2026-10-27
Parkside Financial Bank & Trust
475$14.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Private Wealth Management Group, LLC
469$14.5K0.0%ETFLowPrinceton, NJ2026-10-19
Blue Trust, Inc.
413$12.7K0.0%ETFLowBrentwood, TN2026-10-15
Reyes Financial Architecture, Inc.
402$12.4K0.0%ETFVery HighSan Diego, CA2026-10-22
Asset Dedication, LLC
374$11.5K0.0%ETFLowSan Francisco, CA2026-11-03
RHL Group, LLC
336$10.4K0.0%ETFVery HighHolly, MI2026-11-04
DeDora Capital, Inc.
286$8.8K0.0%ETFVery LowNapa, CA2026-10-26
Parallel Advisors, LLC
254$7.8K0.0%IndexLowSan Francisco, CA2026-11-03
Main Street Group, LTD
250$7.7K0.0%ETFMediumGlen Allen, VA2026-10-28
Provenance Wealth Advisors, LLC
244$7.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Essential Partners LLC
226$7.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Trust Co NA
208$6.4K0.0%CoreLowCleveland, OH2026-10-20
Latitude Advisors, LLC
175$5.4K0.0%ETFLowYorkville, IL2026-10-27
Ascentis Independent Advisors
120$3.7K0.0%ETFLowDallas, TX2026-11-03
Trust Co of Vermont
100$3.1K0.0%CoreVery LowBrattleboro, VT2026-10-21
Bare Financial Services, Inc
83$2.6K0.0%ETFVery LowGap, PA2026-11-04
JFS Wealth Advisors, LLC
78$2.4K0.0%ETFVery LowHermitage, PA2026-11-03
Fortitude Family Office, LLC
77$2.4K0.0%ETFMediumScottsdale, AZ2026-10-14
True Wealth Design, LLC
72$2.2K0.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
67$2.1K0.0%ETFMediumMidvale, UT2026-10-20
MassMutual Private Wealth & Trust, FSB
62$1.9K0.0%CoreLowSpringfield, MA2026-10-05
Hughes Financial Services, LLC
43$1.3K0.0%ETFLowHerndon, VA2026-10-30
Bell Investment Advisors, Inc
38$1.2K0.0%ETFVery LowOrinda, CA2026-10-29
DecisionPoint Financial, LLC
30$8970.0%ETFVery LowMesa, AZ2026-10-27
Ascentis Wealth Management, LLC
27$8320.0%Agg GrowthLowDallas, TX2026-11-03
Creative Capital Management Investments LLC
27$8330.0%ETFLowSan Diego, CA2026-10-28
DiNuzzo Private Wealth, Inc.
17$5250.0%ETFLowBeaver, PA2026-10-16
Silver Grove Financial Group, Inc.
14$4320.0%CoreMediumOrchard Park, NY2026-11-05
Bay Harbor Wealth Management, LLC
10$3080.0%ETFMediumHunt Valley, MD2026-11-03
GHP Investment Advisors, Inc.
2$620.0%CoreVery LowDenver, CO2026-10-15