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PJT Partners Inc (PJT)

CUSIP: 69343T107 | NYSE | Financial Services · Capital Markets | Mid Cap | 1163 institutional holders

Quarters

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

Wasatch Advisors LP1,352,809
1.4% of portfolio›$193.1M
Congress Asset Management Co728,580
0.7% of portfolio›$104.0M
Dimensional Fund Advisors LP421,905
0.0% of portfolio›$60.2M
Thrivent Financial for Lutherans331,490
0.0% of portfolio›$47.3K
Bank of New York Mellon Corp185,326
0.0% of portfolio›$26.4M
Principal Financial Group Inc122,988
0.0% of portfolio›$17.6M
TimesSquare Capital Management, LLC91,832
0.2% of portfolio›$13.1M
Creative Planning77,735
0.0% of portfolio›$11.1M
Mutual of America Capital Management LLC64,146
0.1% of portfolio›$9.2M
Citigroup Inc47,123
0.0% of portfolio›$6.7M
Kornitzer Capital Management Inc40,585
0.1% of portfolio›$5.8M
Quartz Partners, LLC32,420
1.4% of portfolio›$4.6M
Convergence Investment Partners, LLC30,782
0.3% of portfolio›$4.4M
Achmea Investment Management B.V.19,838
0.0% of portfolio›$2.8M
Diversify Wealth Management, LLC18,805
0.0% of portfolio›$2.6M
Diversify Advisory Services, LLC18,805
0.0% of portfolio›$2.6M
Bridge City Capital, LLC18,138
0.5% of portfolio›$2.6M
Independent Solutions Wealth Management, LLC16,339
0.3% of portfolio›$2.3M
Seizert Capital Partners, LLC14,510
0.1% of portfolio›$2.1M
Anchor Capital Advisors LLC14,273
0.1% of portfolio›$2.0M
Crestwood Advisors Group, LLC14,257
0.0% of portfolio›$2.0M
Oppenheimer Asset Management Inc.14,083
0.0% of portfolio›$2.0M
Illinois Municipal Retirement Fund13,429
0.0% of portfolio›$1.9M
Trust Co of Toledo NA13,203
0.2% of portfolio›$1.9M
B. Metzler seel. Sohn & Co. AG12,098
0.0% of portfolio›$1.7M
Strs Ohio11,900
0.0% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.11,294
0.0% of portfolio›$1.6K
Truist Financial Corp11,236
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System10,900
0.0% of portfolio›$1.6M
New York State Teachers Retirement System10,757
0.0% of portfolio›$1.5K
Virginia Retirement Systems ET Al9,400
0.0% of portfolio›$1.3M
Gibbs Wealth Management9,246
0.1% of portfolio›$1.3M
State of Alaska, Department of Revenue8,809
0.0% of portfolio›$1.3K
State of New Jersey Common Pension Fund D8,435
0.0% of portfolio›$1.2M
Portside Wealth Group, LLC6,818
0.1% of portfolio›$973.0K
Arizona State Retirement System6,730
0.0% of portfolio›$960.4K
Yousif Capital Management, LLC6,698
0.0% of portfolio›$955.9K
Amalgamated Bank6,602
0.0% of portfolio›$942
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,023
0.0% of portfolio›$859.5K
Oregon Public Employees Retirement Fund5,734
0.0% of portfolio›$818.3K
Atria Investments, Inc5,680
0.0% of portfolio›$810.5K
Grey Ledge Advisors, LLC5,363
0.2% of portfolio›$765.4K
First Bank & Trust4,770
0.1% of portfolio›$680.7K
Smith Group Asset Management, LLC4,678
0.0% of portfolio›$667.6K
Nisa Investment Advisors, LLC4,483
0.0% of portfolio›$639.8K
Commonwealth Equity Services, LLC4,467
0.0% of portfolio›$637.5K
Guardian Investment Management4,270
0.4% of portfolio›$609.4K
Y-Intercept (Hong Kong) Ltd4,010
0.0% of portfolio›$572.3K
Pictet Asset Management Holding SA3,798
0.0% of portfolio›$542.0K
Concurrent Investment Advisors, LLC3,559
0.0% of portfolio›$508.0K
Principle Wealth Partners LLC3,494
0.0% of portfolio›$498.7K
ProShare Advisors LLC3,357
0.0% of portfolio›$479.1K
Norden Group LLC3,204
0.0% of portfolio›$457.2K
Calamos Wealth Management LLC2,970
0.0% of portfolio›$423.8K
OP Asset Management Ltd2,954
0.0% of portfolio›$421.6K
Inspire Investing, LLC2,874
0.0% of portfolio›$410.1K
Wealth Enhancement Advisory Services, LLC2,852
0.0% of portfolio›$387.3K
Vise Technologies, Inc.2,486
0.0% of portfolio›$354.8K
Amplius Wealth Advisors, LLC2,459
0.0% of portfolio›$350.9K
Alliance Wealth Advisors, LLC2,403
0.1% of portfolio›$342.9K
Evergreen Capital Management LLC2,344
0.0% of portfolio›$334.5K
Xponance LLC2,340
0.0% of portfolio›$333.9K
Procyon Advisors, LLC2,322
0.0% of portfolio›$331.4K
Prospera Financial Services Inc2,062
0.0% of portfolio›$308.7K
Account Management LLC1,937
0.3% of portfolio›$276.4K
Old National Bancorp1,934
0.0% of portfolio›$276.0K
Linden Thomas Advisory Services, LLC1,858
0.0% of portfolio›$265.2K
Citizens Financial Group Inc1,791
0.0% of portfolio›$255.6K
Independent Financial Group, LLC1,757
0.0% of portfolio›$250.7K
Praxis Investment Management Inc1,721
0.0% of portfolio›$246
Clear Harbor Asset Management, LLC1,697
0.0% of portfolio›$242.2K
Westover Capital Advisors, LLC1,688
0.0% of portfolio›$240.9K
Crossmark Global Holdings, Inc.1,651
0.0% of portfolio›$235.6K
Parallel Advisors, LLC1,622
0.0% of portfolio›$231.5K
SeaCrest Wealth Management, LLC1,611
0.0% of portfolio›$229.9K
Ashton Thomas Private Wealth, LLC1,581
0.0% of portfolio›$225.6K
D.A. Davidson & Co.1,552
0.0% of portfolio›$221.5K
Turtle Creek Wealth Advisors, LLC1,546
0.0% of portfolio›$220.6K
Balboa Wealth Partners1,523
0.0% of portfolio›$217.3K
Legacy Financial Group, Inc.1,491
0.0% of portfolio›$212.8K
Perigon Wealth Management, LLC1,483
0.0% of portfolio›$211.7K
Farther Finance Advisors, LLC1,474
0.0% of portfolio›$210.4K
Swiss Life Asset Management Ltd1,447
0.0% of portfolio›$206.5K
US Bancorp \de\1,366
0.0% of portfolio›$194.9K
Signaturefd, LLC1,099
0.0% of portfolio›$156.8K
KBC Group NV918
0.0% of portfolio›$131
Covestor Ltd740
0.0% of portfolio›$106
Sterling Capital Management LLC659
0.0% of portfolio›$94.0K
GK Wealth Management LLC646
0.1% of portfolio›$92.2K
Gamma Investing LLC593
0.0% of portfolio›$84.6K
Pinnacle Wealth Planning Services, Inc.502
0.0% of portfolio›$71.6K
State of Wyoming421
0.0% of portfolio›$60.1K
Cassaday & Co Wealth Management LLC357
0.0% of portfolio›$50.9K
First Horizon Corp347
0.0% of portfolio›$49.5K
Salomon & Ludwin, LLC298
0.0% of portfolio›$42.5K
Versant Capital Management, Inc239
0.0% of portfolio›$34.1K
Compass Financial Management LLC212
0.0% of portfolio›$30.3K
V-Square Quantitative Management LLC170
0.0% of portfolio›$24.3K
Mitsubishi UFJ Asset Management Co., Ltd.162
0.0% of portfolio›$23.1K
SJS Investment Consulting Inc.160
0.0% of portfolio›$22.8K
EverSource Wealth Advisors, LLC152
0.0% of portfolio›$21.7K
Pittenger & Anderson Inc140
0.0% of portfolio›$20.0K
Lanark Financial, Inc.123
0.0% of portfolio›$17.6K
Assetmark, Inc106
0.0% of portfolio›$15.1K
Birch Financial Group, LLC101
0.0% of portfolio›$14.4K
Costello Asset Management, Inc100
0.0% of portfolio›$14.3K
Key FInancial Inc100
0.0% of portfolio›$14.3K
Main Street Group, LTD94
0.0% of portfolio›$13.4K
Simplex Trading, LLC88
0.0% of portfolio›$12.6K
Bare Financial Services, Inc81
0.0% of portfolio›$11.6K
Larson Financial Group LLC81
0.0% of portfolio›$11.6K
Rossby Financial, LCC77
0.0% of portfolio›$11.0K
Mather Group, Llc.77
0.0% of portfolio›$11.0K
Provenance Wealth Advisors, LLC75
0.0% of portfolio›$10.7K
Parkside Financial Bank & Trust75
0.0% of portfolio›$10.7K
Root Financial Partners, LLC73
0.0% of portfolio›$10.4K
Ascentis Wealth Management, LLC71
0.0% of portfolio›$10.1K
GHP Investment Advisors, Inc.64
0.0% of portfolio›$9.1K
MassMutual Private Wealth & Trust, FSB60
0.0% of portfolio›$8.6K
Private Wealth Management Group, LLC43
0.0% of portfolio›$6.1K
Wolff Wiese Magana LLC41
0.0% of portfolio›$5.9K
Silver Grove Financial Group, Inc.40
0.0% of portfolio›$5.7K
Laurel Wealth Advisors LLC37
0.0% of portfolio›$5.3K
Thompson Investment Management, Inc.37
0.0% of portfolio›$5.3K
IFP Advisors, Inc35
0.0% of portfolio›$5.0K
Bell Investment Advisors, Inc34
0.0% of portfolio›$4.9K
True Wealth Design, LLC34
0.0% of portfolio›$4.9K
JFS Wealth Advisors, LLC33
0.0% of portfolio›$4.7K
Concord Wealth Partners32
0.0% of portfolio›$4.6K
Compagnie Lombard Odier SCmA30
0.0% of portfolio›$4.3K
Godsey & Gibb, Inc25
0.0% of portfolio›$3.6K
Evolution Wealth Management Inc.25
0.0% of portfolio›$3.6K
Financial Network Wealth Advisors LLC23
0.0% of portfolio›$3.3K
Farmers & Merchants Investments Inc23
0.0% of portfolio›$3.3K
Montag A & Associates Inc22
0.0% of portfolio›$3.1K
Owl Creek Wealth Partners LLC20
0.0% of portfolio›$2.9K
Essential Partners LLC17
0.0% of portfolio›$2.4K
Meriwether Wealth & Planning, LLC16
0.0% of portfolio›$2.3K
Blue Bell Private Wealth Management, LLC13
0.0% of portfolio›$1.9K
Vima LLC13
0.0% of portfolio›$1.9K
SBI Securities Co., Ltd.12
0.0% of portfolio›$1.7K
Fortitude Family Office, LLC11
0.0% of portfolio›$1.6K
Marquette Asset Management, LLC11
0.0% of portfolio›$1.6K
CoreCap Advisors, LLC11
0.0% of portfolio›$1.6K
Physician Wealth Advisors, Inc.8
0.0% of portfolio›$1.1K
TD Private Client Wealth LLC8
0.0% of portfolio›$1.1K
Accordant Advisory Group Inc7
0.0% of portfolio›$999
Cape Investment Advisory, Inc.7
0.0% of portfolio›$999
Westside Investment Management, Inc.7
0.0% of portfolio›$999
Atwood & Palmer Inc7
0.0% of portfolio›$999
Creative Financial Designs Inc6
0.0% of portfolio›$856
Manchester Capital Management LLC5
0.0% of portfolio›$714
Creative Capital Management Investments LLC4
0.0% of portfolio›$571
Valley National Advisers Inc4
0.0% of portfolio›$571
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$571
Murphy & Mullick Capital Management Corp4
0.0% of portfolio›$571
DiNuzzo Private Wealth, Inc.3
0.0% of portfolio›$429
Brown, Lisle Ings, Inc.3
0.0% of portfolio›$428
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$428
Gilpin Wealth Management, LLC3
0.0% of portfolio›$429
Davis Capital Management2
0.0% of portfolio›$285
Financial Consulate, Inc2
0.0% of portfolio›$286
Compass Wealth Management LLC2
0.0% of portfolio›$286
American Capital Advisory, LLC1
0.0% of portfolio›$143
TFC Financial Management, Inc.1
0.0% of portfolio›$143
Trust Co of Vermont1
0.0% of portfolio›$143
Hughes Financial Services, LLC1
0.0% of portfolio›$152
Proathlete Wealth Management LLC1
0.0% of portfolio›$142
StyleTurnoverLocationFiled
Wasatch Advisors LP
1,352,809$193.1M1.4%GARPMediumSalt Lake City, UT2026-10-13
Congress Asset Management Co
728,580$104.0M0.7%GrowthMediumBoston, MA2026-10-06
Dimensional Fund Advisors LP
421,905$60.2M0.0%IndexLowAustin, TX2026-11-04
Thrivent Financial for Lutherans
331,490$47.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Bank of New York Mellon Corp
185,326$26.4M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
122,988$17.6M0.0%CoreLowDes Moines, IA2026-11-02
TimesSquare Capital Management, LLC
91,832$13.1M0.2%GrowthMediumNew York, NY2026-11-03
Creative Planning
77,735$11.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Mutual of America Capital Management LLC
64,146$9.2M0.1%IndexLowNew York, NY2026-10-23
Citigroup Inc
47,123$6.7M0.0%CoreMediumNew York, NY2026-11-04
Kornitzer Capital Management Inc
40,585$5.8M0.1%CoreLowShawnee Mission, KS2026-11-03
Quartz Partners, LLC
32,420$4.6M1.4%GARPMediumSaratoga Springs, NY2026-11-03
Convergence Investment Partners, LLC
30,782$4.4M0.3%GARPHighPalm Beach Gardens, FL2026-10-28
Achmea Investment Management B.V.
19,838$2.8M0.0%CoreMediumZeist, Philippines2026-10-30
Diversify Wealth Management, LLC
18,805$2.6M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
18,805$2.6M0.0%GrowthLowSandy, UT2026-10-20
Bridge City Capital, LLC
18,138$2.6M0.5%ValueMediumLake Oswego, OR2026-10-29
Independent Solutions Wealth Management, LLC
16,339$2.3M0.3%GrowthLowWilliamsville, NY2026-10-28
Seizert Capital Partners, LLC
14,510$2.1M0.1%ValueMediumBirmingham, MI2026-10-30
Anchor Capital Advisors LLC
14,273$2.0M0.1%ValueMediumBoston, MA2026-11-05
Crestwood Advisors Group, LLC
14,257$2.0M0.0%GrowthLowBoston, MA2026-10-27
Oppenheimer Asset Management Inc.
14,083$2.0M0.0%CoreMediumNew York, NY2026-10-27
Illinois Municipal Retirement Fund
13,429$1.9M0.0%CoreMediumOak Brook, IL2026-11-05
Trust Co of Toledo NA
13,203$1.9M0.2%GrowthVery LowHolland, OH2026-10-16
B. Metzler seel. Sohn & Co. AG
12,098$1.7M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Strs Ohio
11,900$1.7M0.0%CoreMediumColumbus, OH2026-10-30
Cambridge Investment Research Advisors, Inc.
11,294$1.6K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
11,236$1.6M0.0%CoreLowCharlotte, NC2026-10-30
Louisiana State Employees Retirement System
10,900$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
New York State Teachers Retirement System
10,757$1.5K0.0%CoreVery LowAlbany, NY2026-10-22
Virginia Retirement Systems ET Al
9,400$1.3M0.0%CoreMediumRichmond, VA2026-10-28
Gibbs Wealth Management
9,246$1.3M0.1%CoreLowAlpharetta, GA2026-10-22
State of Alaska, Department of Revenue
8,809$1.3K0.0%CoreVery LowJuneau, AK2026-10-15
State of New Jersey Common Pension Fund D
8,435$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Portside Wealth Group, LLC
6,818$973.0K0.1%CoreMediumProvo, UT2026-10-20
Arizona State Retirement System
6,730$960.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
6,698$955.9K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
6,602$9420.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,023$859.5K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
5,734$818.3K0.0%IndexVery LowTigard, OR2026-10-30
Atria Investments, Inc
5,680$810.5K0.0%CoreMediumCharlotte, NC2026-10-15
Grey Ledge Advisors, LLC
5,363$765.4K0.2%CoreLowGuilford, CT2026-11-02
First Bank & Trust
4,770$680.7K0.1%CoreLowBrookings, SD2026-10-19
Smith Group Asset Management, LLC
4,678$667.6K0.0%GrowthLowDallas, TX2026-10-27
Nisa Investment Advisors, LLC
4,483$639.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
Commonwealth Equity Services, LLC
4,467$637.5K0.0%ETFLowWaltham, MA2026-11-02
Guardian Investment Management
4,270$609.4K0.4%GrowthLowTiburon, CA2026-10-23
Y-Intercept (Hong Kong) Ltd
4,010$572.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Pictet Asset Management Holding SA
3,798$542.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Concurrent Investment Advisors, LLC
3,559$508.0K0.0%GrowthMediumTampa, FL2026-10-16
Principle Wealth Partners LLC
3,494$498.7K0.0%CoreVery LowMadison, CT2026-11-02
ProShare Advisors LLC
3,357$479.1K0.0%GrowthLowBethesda, MD2026-10-29
Norden Group LLC
3,204$457.2K0.0%GrowthMediumProvo, UT2026-10-20
Calamos Wealth Management LLC
2,970$423.8K0.0%GrowthMediumNaperville, IL2026-11-02
OP Asset Management Ltd
2,954$421.6K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Inspire Investing, LLC
2,874$410.1K0.0%GARPHighMeridian, ID2026-10-22
Wealth Enhancement Advisory Services, LLC
2,852$387.3K0.0%CoreLowPlymouth, MN2026-10-13
Vise Technologies, Inc.
2,486$354.8K0.0%IndexLowNew York, NY2026-10-29
Amplius Wealth Advisors, LLC
2,459$350.9K0.0%ETFLowBlue Bell, PA2026-10-20
Alliance Wealth Advisors, LLC
2,403$342.9K0.1%ETFHighCenterville, UT2026-10-28
Evergreen Capital Management LLC
2,344$334.5K0.0%GARPMediumBellevue, WA2026-10-23
Xponance LLC
2,340$333.9K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Procyon Advisors, LLC
2,322$331.4K0.0%CoreVery LowShelton, CT2026-10-21
Prospera Financial Services Inc
2,062$308.7K0.0%CoreMediumDallas, TX2026-11-04
Account Management LLC
1,937$276.4K0.3%YieldVery LowBoxford, MA2026-11-04
Old National Bancorp
1,934$276.0K0.0%CoreLowEvansville, IN2026-10-20
Linden Thomas Advisory Services, LLC
1,858$265.2K0.0%CoreLowCharlotte, NC2026-10-19
Citizens Financial Group Inc
1,791$255.6K0.0%GrowthLowProvidence, RI2026-10-23
Independent Financial Group, LLC
1,757$250.7K0.0%GrowthLowSan Diego, CA2026-10-13
Praxis Investment Management Inc
1,721$2460.0%CoreLowGoshen, IN2026-11-03
Clear Harbor Asset Management, LLC
1,697$242.2K0.0%CoreLowStamford, CT2026-11-05
Westover Capital Advisors, LLC
1,688$240.9K0.0%MomentumLowWilmington, DE2026-10-26
Crossmark Global Holdings, Inc.
1,651$235.6K0.0%GARPMediumHouston, TX2026-10-21
Parallel Advisors, LLC
1,622$231.5K0.0%IndexLowSan Francisco, CA2026-11-03
SeaCrest Wealth Management, LLC
1,611$229.9K0.0%GrowthLowPurchase, NY2026-10-21
Ashton Thomas Private Wealth, LLC
1,581$225.6K0.0%CoreMediumScottsdale, AZ2026-11-03
D.A. Davidson & Co.
1,552$221.5K0.0%CoreLowGreat Falls, MT2026-10-28
Turtle Creek Wealth Advisors, LLC
1,546$220.6K0.0%GrowthLowDallas, TX2026-10-15
Balboa Wealth Partners
1,523$217.3K0.0%Agg GrowthMediumScottsdale, AZ2026-10-20
Legacy Financial Group, Inc.
1,491$212.8K0.0%ETFLowTulsa, OK2026-10-21
Perigon Wealth Management, LLC
1,483$211.7K0.0%GrowthLowSan Francisco, CA2026-10-22
Farther Finance Advisors, LLC
1,474$210.4K0.0%IndexLowSan Francisco, CA2026-10-08
Swiss Life Asset Management Ltd
1,447$206.5K0.0%CoreLowZurich, Switzerland2026-11-03
US Bancorp \de\
1,366$194.9K0.0%IndexLowMinneapolis, MN2026-11-05
Signaturefd, LLC
1,099$156.8K0.0%IndexLowAtlanta, GA2026-10-23
KBC Group NV
918$1310.0%CoreMediumBrussels, Czech Republic2026-10-22
Covestor Ltd
740$1060.0%ValueHighLondon, United Kingdom2026-10-30
Sterling Capital Management LLC
659$94.0K0.0%GARPMediumCharlotte, NC2026-10-22
GK Wealth Management LLC
646$92.2K0.1%GARPVery HighReno, NV2026-10-09
Gamma Investing LLC
593$84.6K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
502$71.6K0.0%GARPLowMansfield, OH2026-10-27
State of Wyoming
421$60.1K0.0%ValueHighCheyenne, WY2026-10-28
Cassaday & Co Wealth Management LLC
357$50.9K0.0%ETFVery LowMclean, VA2026-10-27
First Horizon Corp
347$49.5K0.0%CoreLowMemphis, TN2026-10-26
Salomon & Ludwin, LLC
298$42.5K0.0%ETFVery LowRichmond, VA2026-10-29
Versant Capital Management, Inc
239$34.1K0.0%GARPLowPhoenix, AZ2026-10-02
Compass Financial Management LLC
212$30.3K0.0%CoreN/ATampa, FL2026-10-30
V-Square Quantitative Management LLC
170$24.3K0.0%CoreLowChicago, IL2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.
162$23.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
SJS Investment Consulting Inc.
160$22.8K0.0%ETFVery LowSylvania, OH2026-10-26
EverSource Wealth Advisors, LLC
152$21.7K0.0%CoreMediumBirmingham, AL2026-11-04
Pittenger & Anderson Inc
140$20.0K0.0%CoreLowLincoln, NE2026-11-02
Lanark Financial, Inc.
123$17.6K0.0%CoreMediumBirmingham, AL2026-10-26
Assetmark, Inc
106$15.1K0.0%ETFLowConcord, CA2026-10-21
Birch Financial Group, LLC
101$14.4K0.0%CoreLowKeene, NH2026-10-27
Costello Asset Management, Inc
100$14.3K0.0%CoreLowFeasterville, PA2026-10-30
Key FInancial Inc
100$14.3K0.0%ETFLowWest Chester, PA2026-11-02
Main Street Group, LTD
94$13.4K0.0%ETFMediumGlen Allen, VA2026-10-28
Simplex Trading, LLC
88$12.6K0.0%CoreVery HighChicago, IL2026-11-04
Bare Financial Services, Inc
81$11.6K0.0%ETFVery LowGap, PA2026-11-04
Larson Financial Group LLC
81$11.6K0.0%GrowthLowSt Louis, MO2026-11-05
Rossby Financial, LCC
77$11.0K0.0%ETFMediumMelbourne, FL2026-11-05
Mather Group, Llc.
77$11.0K0.0%ETFMediumChicago, IL2026-10-14
Provenance Wealth Advisors, LLC
75$10.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Parkside Financial Bank & Trust
75$10.7K0.0%CoreVery LowSaint Louis, MO2026-10-27
Root Financial Partners, LLC
73$10.4K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
71$10.1K0.0%Agg GrowthLowDallas, TX2026-11-03
GHP Investment Advisors, Inc.
64$9.1K0.0%CoreVery LowDenver, CO2026-10-15
MassMutual Private Wealth & Trust, FSB
60$8.6K0.0%CoreLowSpringfield, MA2026-10-05
Private Wealth Management Group, LLC
43$6.1K0.0%ETFLowPrinceton, NJ2026-10-19
Wolff Wiese Magana LLC
41$5.9K0.0%GrowthLowCarslbad, CA2026-10-15
Silver Grove Financial Group, Inc.
40$5.7K0.0%CoreMediumOrchard Park, NY2026-11-05
Laurel Wealth Advisors LLC
37$5.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Thompson Investment Management, Inc.
37$5.3K0.0%ValueMediumMadison, WI2026-10-14
IFP Advisors, Inc
35$5.0K0.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
34$4.9K0.0%ETFVery LowOrinda, CA2026-10-29
True Wealth Design, LLC
34$4.9K0.0%ETFMediumAkron, OH2026-10-13
JFS Wealth Advisors, LLC
33$4.7K0.0%ETFVery LowHermitage, PA2026-11-03
Concord Wealth Partners
32$4.6K0.0%GrowthLowAbingdon, VA2026-11-02
Compagnie Lombard Odier SCmA
30$4.3K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Godsey & Gibb, Inc
25$3.6K0.0%CoreLowRichmond, VA2026-10-14
Evolution Wealth Management Inc.
25$3.6K0.0%ETFMediumFort Myers, FL2026-10-28
Financial Network Wealth Advisors LLC
23$3.3K0.0%ETFLowMurray, UT2026-10-28
Farmers & Merchants Investments Inc
23$3.3K0.0%CoreVery LowLincoln, NE2026-10-22
Montag A & Associates Inc
22$3.1K0.0%CoreLowAtlanta, GA2026-10-29
Owl Creek Wealth Partners LLC
20$2.9K0.0%IndexLowGreenwood Village, CO2026-10-20
Essential Partners LLC
17$2.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Meriwether Wealth & Planning, LLC
16$2.3K0.0%ETFMediumMinden, LA2026-10-13
Blue Bell Private Wealth Management, LLC
13$1.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Vima LLC
13$1.9K0.0%CoreLowTroy, MI2026-10-23
SBI Securities Co., Ltd.
12$1.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Fortitude Family Office, LLC
11$1.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Marquette Asset Management, LLC
11$1.6K0.0%ETFVery LowMinneapolis, MN2026-10-09
CoreCap Advisors, LLC
11$1.6K0.0%ETFMediumSouthfield, MI2026-10-08
Physician Wealth Advisors, Inc.
8$1.1K0.0%ETFMediumMidvale, UT2026-10-20
TD Private Client Wealth LLC
8$1.1K0.0%ETFLowNew York, NY2026-10-28
Accordant Advisory Group Inc
7$9990.0%ValueMediumAnnapolis, MD2026-10-29
Cape Investment Advisory, Inc.
7$9990.0%ETFLowMcdonough, GA2026-10-13
Westside Investment Management, Inc.
7$9990.0%GrowthLowSanta Monica, CA2026-11-02
Atwood & Palmer Inc
7$9990.0%CoreVery LowKansas City, MO2026-10-08
Creative Financial Designs Inc
6$8560.0%ETFMediumKokomo, IN2026-11-04
Manchester Capital Management LLC
5$7140.0%CoreLowManchester, VT2026-10-22
Creative Capital Management Investments LLC
4$5710.0%ETFLowSan Diego, CA2026-10-28
Valley National Advisers Inc
4$5710.0%ETFLowBethlehem, PA2026-10-23
Caitong International Asset Management Co., Ltd
4$5710.0%GrowthVery HighHong Kong, South Korea2026-10-29
Murphy & Mullick Capital Management Corp
4$5710.0%GrowthLowSmithtown, NY2026-11-02
DiNuzzo Private Wealth, Inc.
3$4290.0%ETFLowBeaver, PA2026-10-16
Brown, Lisle Ings, Inc.
3$4280.0%CoreVery LowProvidence, RI2026-10-16
Bay Harbor Wealth Management, LLC
3$4280.0%ETFMediumHunt Valley, MD2026-11-03
Gilpin Wealth Management, LLC
3$4290.0%GrowthLowDenver, CO2026-10-09
Davis Capital Management
2$2850.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
2$2860.0%ETFLowHunt Valley, MD2026-10-23
Compass Wealth Management LLC
2$2860.0%GARPLowGuilford, CT2026-10-22
American Capital Advisory, LLC
1$1430.0%ETFLowKetchum, ID2026-10-28
TFC Financial Management, Inc.
1$1430.0%ETFVery LowBoston, MA2026-10-26
Trust Co of Vermont
1$1430.0%CoreVery LowBrattleboro, VT2026-10-21
Hughes Financial Services, LLC
1$1520.0%ETFLowHerndon, VA2026-10-30
Proathlete Wealth Management LLC
1$1420.0%ETFVery LowBoca Raton, FL2026-10-15