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Otter Tail Corp (OTTR)

CUSIP: 689648103 | NYSE | Industrials · Conglomerates | Mid Cap | 929 institutional holders

Quarters

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

LSV Asset Management1,147,017
0.0% of portfolio›$101.0K
Geode Capital Management, LLC1,108,153
0.0% of portfolio›$97.6M
Dimensional Fund Advisors LP837,290
0.0% of portfolio›$73.7M
Bank of New York Mellon Corp357,189
0.0% of portfolio›$31.4M
Principal Financial Group Inc200,516
0.0% of portfolio›$17.7M
Congress Asset Management Co165,683
0.1% of portfolio›$14.6M
Bank & Trust Co117,295
6.5% of portfolio›$10.3M
ProShare Advisors LLC111,468
0.0% of portfolio›$9.8M
US Bancorp \de\89,902
0.0% of portfolio›$7.9M
Contravisory Investment Management, Inc.86,160
1.4% of portfolio›$7.6M
LPL Financial LLC77,613
0.0% of portfolio›$6.8M
Citigroup Inc58,144
0.0% of portfolio›$5.1M
Palisades Investment Partners, LLC47,244
1.2% of portfolio›$4.2M
Linden Thomas Advisory Services, LLC46,460
0.3% of portfolio›$4.1M
Deutsche Bank Ag\39,856
0.0% of portfolio›$3.5M
Thrivent Financial for Lutherans36,449
0.0% of portfolio›$3.2K
Barclays PLC34,803
0.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC28,289
0.0% of portfolio›$2.5M
John G Ullman & Associates Inc25,250
0.3% of portfolio›$2.2M
Vest Financial, LLC22,428
0.0% of portfolio›$2.0M
Illinois Municipal Retirement Fund21,316
0.0% of portfolio›$1.9M
Russell Investments Group, Ltd.20,515
0.0% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC18,277
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System17,900
0.0% of portfolio›$1.6M
Jackson Creek Investment Advisors LLC17,069
0.0% of portfolio›$1.5K
State of New Jersey Common Pension Fund D16,948
0.0% of portfolio›$1.5M
Fifth Third Bancorp16,552
0.0% of portfolio›$1.5M
Focus Financial Network, Inc.16,161
0.0% of portfolio›$1.4M
North Star Investment Management Corp.14,236
0.1% of portfolio›$1.3M
Hennion & Walsh Asset Management, Inc.13,679
0.0% of portfolio›$1.2M
Achmea Investment Management B.V.12,700
0.0% of portfolio›$1.1M
Exchange Traded Concepts, LLC12,362
0.0% of portfolio›$1.1M
James Investment Research, Inc.11,581
0.1% of portfolio›$1.0M
Amalgamated Bank10,806
0.0% of portfolio›$951
Arizona State Retirement System10,643
0.0% of portfolio›$937.0K
Yousif Capital Management, LLC10,606
0.0% of portfolio›$933.8K
Eagle Global Advisors LLC10,480
0.0% of portfolio›$922.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management10,380
0.0% of portfolio›$913.9K
New York State Teachers Retirement System10,300
0.0% of portfolio›$907
Commonwealth of Pennsylvania Public School Empls Retrmt SYS9,892
0.0% of portfolio›$870.9K
Oregon Public Employees Retirement Fund9,442
0.0% of portfolio›$831.3K
Maryland State Retirement & Pension System9,312
0.0% of portfolio›$819.8K
Alps Advisors Inc9,209
0.0% of portfolio›$810.8K
Vista Investment Partners LLC8,847
0.2% of portfolio›$778.9K
Creative Planning8,408
0.0% of portfolio›$740.2K
State of Alaska, Department of Revenue8,344
0.0% of portfolio›$734
Lido Advisors, LLC7,685
0.0% of portfolio›$676.6K
Cambridge Investment Research Advisors, Inc.7,611
0.0% of portfolio›$670
Pictet Asset Management Holding SA7,462
0.0% of portfolio›$657.0K
Fifth Third Wealth Advisors LLC6,493
0.0% of portfolio›$571.6K
D.A. Davidson & Co.5,869
0.0% of portfolio›$516.7K
RBA Wealth Management, LLC5,469
0.2% of portfolio›$481.5K
PNC Financial Services Group, Inc.5,413
0.0% of portfolio›$476.6K
Bayban5,401
0.4% of portfolio›$486.0K
Opus Capital Group, LLC5,266
0.0% of portfolio›$464
Hendershot Investments Inc.5,000
0.1% of portfolio›$440.2K
Alternative Investment Advisors, Llc.4,830
0.2% of portfolio›$425.3K
Blue Trust, Inc.4,795
0.0% of portfolio›$422.1K
Mutual of America Capital Management LLC4,791
0.0% of portfolio›$421.8K
HUB Investment Partners, LLC4,628
0.0% of portfolio›$407.4K
Quadrant Capital Group LLC4,576
0.0% of portfolio›$407.4K
Accredited Investors Inc.4,495
0.0% of portfolio›$395.7K
Swiss Life Asset Management Ltd4,442
0.0% of portfolio›$391.1K
Valtinson Bruner Financial Planning LLC4,335
0.1% of portfolio›$381.7K
Wealth Forward, LLC4,238
0.2% of portfolio›$373.1K
Greenwood Capital Associates LLC4,213
0.0% of portfolio›$370.9K
Bell Bank4,086
0.0% of portfolio›$359.7K
Bokf, NA4,074
0.0% of portfolio›$358.7K
Xponance LLC3,753
0.0% of portfolio›$330.4K
Chesley Taft & Associates LLC3,680
0.0% of portfolio›$324.0K
Ifrah Financial Services, Inc.3,517
0.1% of portfolio›$309.6K
Atlas Brown,Inc.3,491
0.1% of portfolio›$307.3K
Sterling Capital Management LLC3,286
0.0% of portfolio›$289.3K
Choreo, LLC3,221
0.0% of portfolio›$283.5K
Lifelong Wealth Advisors, Inc.3,164
0.1% of portfolio›$278.6K
Flagship Harbor Advisors, LLC3,150
0.0% of portfolio›$277.3K
Mann Financial Group, Inc.3,129
0.2% of portfolio›$275.5K
Integrity Alliance, Llc.2,878
0.0% of portfolio›$253.4K
Park Capital Management, LLC / WI2,853
0.1% of portfolio›$251.2K
MacKenzie Financial Corp2,839
0.0% of portfolio›$249.9K
Paragon Advisors, LLC2,794
0.0% of portfolio›$246.0K
Wealth Alliance Advisory Group, LLC2,779
0.0% of portfolio›$244.7K
CIBC Asset Management Inc2,738
0.0% of portfolio›$241.1K
Compass Financial Group, Inc2,732
0.0% of portfolio›$240.5K
Abel Hall, LLC2,664
0.0% of portfolio›$234.5K
Daymark Wealth Partners, LLC2,643
0.0% of portfolio›$232.7K
Farther Finance Advisors, LLC2,590
0.0% of portfolio›$228.0K
Crossmark Global Holdings, Inc.2,588
0.0% of portfolio›$227.8K
Vise Technologies, Inc.2,503
0.0% of portfolio›$220.4K
Virginia Retirement Systems ET Al2,500
0.0% of portfolio›$220.1K
Savant Capital, LLC2,496
0.0% of portfolio›$219.7K
Brady Martz Wealth Solutions, LLC2,456
0.0% of portfolio›$216.2K
Jnba Financial Advisors2,444
0.0% of portfolio›$215.2K
SteelPeak Wealth, LLC2,389
0.0% of portfolio›$210.3K
Pinnacle Wealth Planning Services, Inc.2,060
0.0% of portfolio›$181.4K
USA Financial Formulas1,673
0.0% of portfolio›$147.3K
Armstrong Advisory Group, Inc1,660
0.0% of portfolio›$146.1K
Allworth Financial LP1,310
0.0% of portfolio›$117.9K
KBC Group NV1,227
0.0% of portfolio›$108
Signaturefd, LLC1,169
0.0% of portfolio›$102.9K
Financial Perspectives, Inc1,155
0.0% of portfolio›$101.7K
Abound Wealth Management1,149
0.0% of portfolio›$101.1K
Strs Ohio1,100
0.0% of portfolio›$96.8K
Gamma Investing LLC1,065
0.0% of portfolio›$93.8K
Hussman Strategic Advisors, Inc.1,000
0.0% of portfolio›$88.0K
Trust Co of Vermont904
0.0% of portfolio›$79.6K
Nisa Investment Advisors, LLC812
0.0% of portfolio›$71.5K
Parallel Advisors, LLC790
0.0% of portfolio›$69.6K
TFC Financial Management, Inc.773
0.0% of portfolio›$68.1K
Rothwell Investment Advisors, LLC769
0.0% of portfolio›$67.7K
Fortitude Family Office, LLC768
0.0% of portfolio›$67.6K
High Note Wealth, LLC677
0.0% of portfolio›$59.6K
Costello Asset Management, Inc670
0.0% of portfolio›$59.0K
Goodman Advisory Group, LLC667
0.0% of portfolio›$58.7K
Covestor Ltd662
0.0% of portfolio›$58
UMB Bank, n.a.660
0.0% of portfolio›$58.1K
Asset Planning,Inc500
0.0% of portfolio›$44.0K
Birchwood Financial Partners, Inc.500
0.0% of portfolio›$44.0K
EverSource Wealth Advisors, LLC466
0.0% of portfolio›$41.0K
Buck Wealth Strategies, LLC460
0.0% of portfolio›$40.5K
Chilton Capital Management LLC426
0.0% of portfolio›$37.5K
MJT & Associates Financial Advisory Group, Inc.420
0.0% of portfolio›$37.0K
Salomon & Ludwin, LLC390
0.0% of portfolio›$34.3K
Cherry Tree Wealth Management, LLC341
0.0% of portfolio›$30.0K
West Financial Advisors, LLC334
0.0% of portfolio›$29.4K
Harbor Capital Advisors, Inc.318
0.0% of portfolio›$28
Next Level Wealth Planning, LLC289
0.0% of portfolio›$25.4K
IFP Advisors, Inc267
0.0% of portfolio›$23.5K
Smallwood Wealth Investment Management, LLC199
0.0% of portfolio›$17.6K
Bare Financial Services, Inc178
0.0% of portfolio›$15.7K
Plante Moran Financial Advisors, LLC160
0.0% of portfolio›$14.1K
Larson Financial Group LLC160
0.0% of portfolio›$14.1K
Root Financial Partners, LLC103
0.0% of portfolio›$9.1K
JFS Wealth Advisors, LLC79
0.0% of portfolio›$7.0K
Pension & Wealth Management Advisors, Inc.76
0.0% of portfolio›$6.7K
Clark Wealth Partners62
0.0% of portfolio›$5.5K
SJS Investment Consulting Inc.59
0.0% of portfolio›$5.2K
Versant Capital Management, Inc45
0.0% of portfolio›$4.0K
Assetmark, Inc45
0.0% of portfolio›$4.0K
Farmers & Merchants Investments Inc42
0.0% of portfolio›$3.7K
Parkside Financial Bank & Trust38
0.0% of portfolio›$3.3K
MassMutual Private Wealth & Trust, FSB34
0.0% of portfolio›$3.0K
Clearstead Advisors, LLC31
0.0% of portfolio›$2.7K
GK Wealth Management LLC31
0.0% of portfolio›$2.7K
UMB Private Wealth Management, LLC24
0.0% of portfolio›$2.1K
Creative Capital Management Investments LLC18
0.0% of portfolio›$1.6K
Bell Investment Advisors, Inc15
0.0% of portfolio›$1.3K
True Wealth Design, LLC15
0.0% of portfolio›$1.3K
Archer Investment Corp12
0.0% of portfolio›$1.1K
Essential Partners LLC8
0.0% of portfolio›$704
Simplex Trading, LLC8
0.0% of portfolio›$704
Valley National Advisers Inc8
0.0% of portfolio›$705
Bay Harbor Wealth Management, LLC6
0.0% of portfolio›$528
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$529
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$440
Gilpin Wealth Management, LLC5
0.0% of portfolio›$441
Davis Capital Management5
0.0% of portfolio›$440
Signature Equity Partners, LLC4
0.0% of portfolio›$352
Financial Consulate, Inc4
0.0% of portfolio›$353
Hughes Financial Services, LLC3
0.0% of portfolio›$271
DecisionPoint Financial, LLC2
0.0% of portfolio›$177
Provenance Wealth Advisors, LLC1
0.0% of portfolio›$88
Inspire Investing, LLC1
0.0% of portfolio›$127
StyleTurnoverLocationFiled
LSV Asset Management
1,147,017$101.0K0.0%Deep ValueMediumChicago, IL2026-11-06
Geode Capital Management, LLC
1,108,153$97.6M0.0%IndexVery LowBoston, MA2026-11-06
Dimensional Fund Advisors LP
837,290$73.7M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
357,189$31.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
200,516$17.7M0.0%CoreLowDes Moines, IA2026-11-02
Congress Asset Management Co
165,683$14.6M0.1%GrowthMediumBoston, MA2026-10-06
Bank & Trust Co
117,295$10.3M6.5%ValueVery LowLitchfield, IL2026-10-07
ProShare Advisors LLC
111,468$9.8M0.0%GrowthLowBethesda, MD2026-10-29
US Bancorp \de\
89,902$7.9M0.0%IndexLowMinneapolis, MN2026-11-05
Contravisory Investment Management, Inc.
86,160$7.6M1.4%MomentumHighNorwell, MA2026-10-13
LPL Financial LLC
77,613$6.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Citigroup Inc
58,144$5.1M0.0%CoreMediumNew York, NY2026-11-04
Palisades Investment Partners, LLC
47,244$4.2M1.2%GARPMediumSanta Monica, CA2026-11-03
Linden Thomas Advisory Services, LLC
46,460$4.1M0.3%CoreLowCharlotte, NC2026-10-19
Deutsche Bank Ag\
39,856$3.5M0.0%CoreMediumFrankfurt Am Main, Hong Kong2026-11-06
Thrivent Financial for Lutherans
36,449$3.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Barclays PLC
34,803$3.1M0.0%CoreMediumLondon, United Kingdom2026-11-06
Commonwealth Equity Services, LLC
28,289$2.5M0.0%ETFLowWaltham, MA2026-11-02
John G Ullman & Associates Inc
25,250$2.2M0.3%CoreLowCorning, NY2026-11-04
Vest Financial, LLC
22,428$2.0M0.0%ValueMediumMclean, VA2026-10-21
Illinois Municipal Retirement Fund
21,316$1.9M0.0%CoreMediumOak Brook, IL2026-11-05
Russell Investments Group, Ltd.
20,515$1.8M0.0%CoreLowSeattle, WA2026-11-06
Wealth Enhancement Advisory Services, LLC
18,277$1.6M0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
17,900$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
Jackson Creek Investment Advisors LLC
17,069$1.5K0.0%ValueVery HighCastle Rock, CO2026-11-04
State of New Jersey Common Pension Fund D
16,948$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Fifth Third Bancorp
16,552$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Focus Financial Network, Inc.
16,161$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
North Star Investment Management Corp.
14,236$1.3M0.1%CoreLowChicago, IL2026-10-27
Hennion & Walsh Asset Management, Inc.
13,679$1.2M0.0%ValueMediumParsippany, NJ2026-10-13
Achmea Investment Management B.V.
12,700$1.1M0.0%CoreMediumZeist, Philippines2026-10-30
Exchange Traded Concepts, LLC
12,362$1.1M0.0%GrowthMediumOklahoma City, OK2026-10-28
James Investment Research, Inc.
11,581$1.0M0.1%CoreLowAlpha, OH2026-10-22
Amalgamated Bank
10,806$9510.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
10,643$937.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
10,606$933.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Eagle Global Advisors LLC
10,480$922.7K0.0%CoreLowHouston, TX2026-11-02
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
10,380$913.9K0.0%GrowthVery LowSeattle, WA2026-10-27
New York State Teachers Retirement System
10,300$9070.0%CoreVery LowAlbany, NY2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
9,892$870.9K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
9,442$831.3K0.0%IndexVery LowTigard, OR2026-10-30
Maryland State Retirement & Pension System
9,312$819.8K0.0%IndexVery LowBaltimore, MD2026-11-05
Alps Advisors Inc
9,209$810.8K0.0%YieldLowDenver, CO2026-11-03
Vista Investment Partners LLC
8,847$778.9K0.2%MomentumMediumOklahoma City, OK2026-10-08
Creative Planning
8,408$740.2K0.0%IndexVery LowOverland Park, KS2026-11-02
State of Alaska, Department of Revenue
8,344$7340.0%CoreVery LowJuneau, AK2026-10-15
Lido Advisors, LLC
7,685$676.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
7,611$6700.0%ETFLowFairfield, IA2026-11-02
Pictet Asset Management Holding SA
7,462$657.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Fifth Third Wealth Advisors LLC
6,493$571.6K0.0%IndexVery LowCincinnati, OH2026-10-22
D.A. Davidson & Co.
5,869$516.7K0.0%CoreLowGreat Falls, MT2026-10-28
RBA Wealth Management, LLC
5,469$481.5K0.2%ValueMediumNewport Beach, CA2026-10-28
PNC Financial Services Group, Inc.
5,413$476.6K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Bayban
5,401$486.0K0.4%ValueLowBayport, MN2026-11-05
Opus Capital Group, LLC
5,266$4640.0%ETFVery LowCincinnati, OH2026-10-30
Hendershot Investments Inc.
5,000$440.2K0.1%CoreLowCentreville, VA2026-11-05
Alternative Investment Advisors, Llc.
4,830$425.3K0.2%ETFMediumMaitland, FL2026-11-03
Blue Trust, Inc.
4,795$422.1K0.0%ETFLowBrentwood, TN2026-10-15
Mutual of America Capital Management LLC
4,791$421.8K0.0%IndexLowNew York, NY2026-10-23
HUB Investment Partners, LLC
4,628$407.4K0.0%GrowthLowAustin, TX2026-11-03
Quadrant Capital Group LLC
4,576$407.4K0.0%CoreLowCincinnati, OH2026-10-20
Accredited Investors Inc.
4,495$395.7K0.0%ETFLowEdina, MN2026-11-03
Swiss Life Asset Management Ltd
4,442$391.1K0.0%CoreLowZurich, Switzerland2026-11-03
Valtinson Bruner Financial Planning LLC
4,335$381.7K0.1%ETFLowNew Brighton, MN2026-11-02
Wealth Forward, LLC
4,238$373.1K0.2%ETFMediumFargo, ND2026-10-14
Greenwood Capital Associates LLC
4,213$370.9K0.0%CoreMediumGreenwood, SC2026-10-27
Bell Bank
4,086$359.7K0.0%ETFLowFargo, ND2026-10-21
Bokf, NA
4,074$358.7K0.0%CoreLowTulsa, OK2026-10-27
Xponance LLC
3,753$330.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Chesley Taft & Associates LLC
3,680$324.0K0.0%CoreLowChicago, IL2026-10-13
Ifrah Financial Services, Inc.
3,517$309.6K0.1%ETFLowLittle Rock, AR2026-10-13
Atlas Brown,Inc.
3,491$307.3K0.1%GrowthLowLouisville, KY2026-10-09
Sterling Capital Management LLC
3,286$289.3K0.0%GARPMediumCharlotte, NC2026-10-22
Choreo, LLC
3,221$283.5K0.0%IndexLowRockford, IL2026-10-28
Lifelong Wealth Advisors, Inc.
3,164$278.6K0.1%ETFLowArden Hills, MN2026-10-19
Flagship Harbor Advisors, LLC
3,150$277.3K0.0%ETFMediumBoston, MA2026-10-26
Mann Financial Group, Inc.
3,129$275.5K0.2%ETFLowDetroit Lakes, MN2026-10-15
Integrity Alliance, Llc.
2,878$253.4K0.0%ETFMediumUrbandale, IA2026-10-29
Park Capital Management, LLC / WI
2,853$251.2K0.1%GrowthHighMadison, WI2026-10-13
MacKenzie Financial Corp
2,839$249.9K0.0%CoreMediumToronto Ontario, Australia2026-11-02
Paragon Advisors, LLC
2,794$246.0K0.0%ETFHighCollege Station, TX2026-11-03
Wealth Alliance Advisory Group, LLC
2,779$244.7K0.0%CoreLowWichita, KS2026-10-14
CIBC Asset Management Inc
2,738$241.1K0.0%GARPLowToronto, South Africa2026-11-05
Compass Financial Group, Inc
2,732$240.5K0.0%ETFVery LowSioux Falls, SD2026-10-13
Abel Hall, LLC
2,664$234.5K0.0%CoreMediumBaton Rouge, LA2026-10-19
Daymark Wealth Partners, LLC
2,643$232.7K0.0%CoreLowCincinnati, OH2026-11-04
Farther Finance Advisors, LLC
2,590$228.0K0.0%IndexLowSan Francisco, CA2026-10-08
Crossmark Global Holdings, Inc.
2,588$227.8K0.0%GARPMediumHouston, TX2026-10-21
Vise Technologies, Inc.
2,503$220.4K0.0%IndexLowNew York, NY2026-10-29
Virginia Retirement Systems ET Al
2,500$220.1K0.0%CoreMediumRichmond, VA2026-10-28
Savant Capital, LLC
2,496$219.7K0.0%IndexVery LowRockford, IL2026-11-06
Brady Martz Wealth Solutions, LLC
2,456$216.2K0.0%ETFLowGrand Forks, ND2026-11-05
Jnba Financial Advisors
2,444$215.2K0.0%ETFMediumBloomington, MN2026-11-03
SteelPeak Wealth, LLC
2,389$210.3K0.0%GrowthHighWoodland Hills, CA2026-10-16
Pinnacle Wealth Planning Services, Inc.
2,060$181.4K0.0%GARPLowMansfield, OH2026-10-27
USA Financial Formulas
1,673$147.3K0.0%ETFVery HighAda, MI2026-10-16
Armstrong Advisory Group, Inc
1,660$146.1K0.0%ETFHighNeedham, MA2026-10-09
Allworth Financial LP
1,310$117.9K0.0%IndexLowFolsom, CA2026-11-06
KBC Group NV
1,227$1080.0%CoreMediumBrussels, Czech Republic2026-10-22
Signaturefd, LLC
1,169$102.9K0.0%IndexLowAtlanta, GA2026-10-23
Financial Perspectives, Inc
1,155$101.7K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Abound Wealth Management
1,149$101.1K0.0%ETFVery LowFranklin, TN2026-10-26
Strs Ohio
1,100$96.8K0.0%CoreMediumColumbus, OH2026-10-30
Gamma Investing LLC
1,065$93.8K0.0%IndexVery LowFoster City, CA2026-10-08
Hussman Strategic Advisors, Inc.
1,000$88.0K0.0%YieldVery HighEllicott City, MD2026-11-02
Trust Co of Vermont
904$79.6K0.0%CoreVery LowBrattleboro, VT2026-10-21
Nisa Investment Advisors, LLC
812$71.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Parallel Advisors, LLC
790$69.6K0.0%IndexLowSan Francisco, CA2026-11-03
TFC Financial Management, Inc.
773$68.1K0.0%ETFVery LowBoston, MA2026-10-26
Rothwell Investment Advisors, LLC
769$67.7K0.0%N/AN/ASalem, MA2026-11-06
Fortitude Family Office, LLC
768$67.6K0.0%ETFMediumScottsdale, AZ2026-10-14
High Note Wealth, LLC
677$59.6K0.0%ETFVery LowDeephaven, MN2026-10-27
Costello Asset Management, Inc
670$59.0K0.0%CoreLowFeasterville, PA2026-10-30
Goodman Advisory Group, LLC
667$58.7K0.0%GrowthHighNeedham, MA2026-11-02
Covestor Ltd
662$580.0%ValueHighLondon, United Kingdom2026-10-30
UMB Bank, n.a.
660$58.1K0.0%CoreLowKansas City, MO2026-11-06
Asset Planning,Inc
500$44.0K0.0%CoreVery LowLos Alamitos, CA2026-10-26
Birchwood Financial Partners, Inc.
500$44.0K0.0%ETFVery LowBloomington, MN2026-11-02
EverSource Wealth Advisors, LLC
466$41.0K0.0%CoreMediumBirmingham, AL2026-11-04
Buck Wealth Strategies, LLC
460$40.5K0.0%ValueMediumDenver, CO2026-10-28
Chilton Capital Management LLC
426$37.5K0.0%GrowthMediumHouston, TX2026-10-28
MJT & Associates Financial Advisory Group, Inc.
420$37.0K0.0%ETFLowMontevideo, MN2026-10-07
Salomon & Ludwin, LLC
390$34.3K0.0%ETFVery LowRichmond, VA2026-10-29
Cherry Tree Wealth Management, LLC
341$30.0K0.0%ETFVery LowMinnetonka, MN2026-10-15
West Financial Advisors, LLC
334$29.4K0.0%ETFLowDes Moines, IA2026-10-22
Harbor Capital Advisors, Inc.
318$280.0%ValueHighChicago, IL2026-10-22
Next Level Wealth Planning, LLC
289$25.4K0.0%ETFVery LowMeridian, ID2026-10-29
IFP Advisors, Inc
267$23.5K0.0%GrowthLowTampa, FL2026-10-16
Smallwood Wealth Investment Management, LLC
199$17.6K0.0%ETFVery LowRed Bank, NJ2026-10-30
Bare Financial Services, Inc
178$15.7K0.0%ETFVery LowGap, PA2026-11-04
Plante Moran Financial Advisors, LLC
160$14.1K0.0%ETFVery LowSouthfield, MI2026-11-04
Larson Financial Group LLC
160$14.1K0.0%GrowthLowSt Louis, MO2026-11-05
Root Financial Partners, LLC
103$9.1K0.0%ETFMediumEncinitas, CA2026-10-21
JFS Wealth Advisors, LLC
79$7.0K0.0%ETFVery LowHermitage, PA2026-11-03
Pension & Wealth Management Advisors, Inc.
76$6.7K0.0%ETFLowWaltham, MA2026-10-16
Clark Wealth Partners
62$5.5K0.0%ETFVery LowO'Fallon, IL2026-10-19
SJS Investment Consulting Inc.
59$5.2K0.0%ETFVery LowSylvania, OH2026-10-26
Versant Capital Management, Inc
45$4.0K0.0%GARPLowPhoenix, AZ2026-10-02
Assetmark, Inc
45$4.0K0.0%ETFLowConcord, CA2026-10-21
Farmers & Merchants Investments Inc
42$3.7K0.0%CoreVery LowLincoln, NE2026-10-22
Parkside Financial Bank & Trust
38$3.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
MassMutual Private Wealth & Trust, FSB
34$3.0K0.0%CoreLowSpringfield, MA2026-10-05
Clearstead Advisors, LLC
31$2.7K0.0%ETFLowCleveland, OH2026-11-06
GK Wealth Management LLC
31$2.7K0.0%GARPVery HighReno, NV2026-10-09
UMB Private Wealth Management, LLC
24$2.1K0.0%GrowthN/AKansas City, MO2026-10-19
Creative Capital Management Investments LLC
18$1.6K0.0%ETFLowSan Diego, CA2026-10-28
Bell Investment Advisors, Inc
15$1.3K0.0%ETFVery LowOrinda, CA2026-10-29
True Wealth Design, LLC
15$1.3K0.0%ETFMediumAkron, OH2026-10-13
Archer Investment Corp
12$1.1K0.0%CoreMediumCarmel, IN2026-11-05
Essential Partners LLC
8$7040.0%ValueMediumRancho Santa Fe, CA2026-10-14
Simplex Trading, LLC
8$7040.0%CoreVery HighChicago, IL2026-11-04
Valley National Advisers Inc
8$7050.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
6$5280.0%ETFMediumHunt Valley, MD2026-11-03
DiNuzzo Private Wealth, Inc.
6$5290.0%ETFLowBeaver, PA2026-10-16
Caitong International Asset Management Co., Ltd
5$4400.0%GrowthVery HighHong Kong, South Korea2026-10-29
Gilpin Wealth Management, LLC
5$4410.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
5$4400.0%CoreLowJacksonville, FL2026-10-08
Signature Equity Partners, LLC
4$3520.0%GrowthMediumColumbus, OH2026-10-29
Financial Consulate, Inc
4$3530.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
3$2710.0%ETFLowHerndon, VA2026-10-30
DecisionPoint Financial, LLC
2$1770.0%ETFVery LowMesa, AZ2026-10-27
Provenance Wealth Advisors, LLC
1$880.0%ETFLowFort Lauderdale, FL2026-10-30
Inspire Investing, LLC
1$1270.0%GARPHighMeridian, ID2026-10-22