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PAR Pacific Holdings Inc (PARR)

CUSIP: 69888T207 | NYSE | Energy · Oil & Gas Refining & Marketing | Mid Cap | 878 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,752,474
0.0% of portfolio›$143.0M
Principal Financial Group Inc372,738
0.0% of portfolio›$30.4M
Hennessy Advisors Inc128,300
0.4% of portfolio›$10.5M
BI Asset Management Fondsmaeglerselskab A/S110,187
0.0% of portfolio›$9.0K
Creative Planning84,360
0.0% of portfolio›$6.9M
Livforsakringsbolaget Skandia, Omsesidigt81,100
0.2% of portfolio›$6.6M
Assetmark, Inc71,177
0.0% of portfolio›$5.8M
Artemis Investment Management LLP62,349
0.0% of portfolio›$5.1M
Fulcrum Asset Management LLP61,485
0.2% of portfolio›$4.8M
New York State Teachers Retirement System47,897
0.0% of portfolio›$3.9K
Harbor Capital Advisors, Inc.45,668
0.0% of portfolio›$3.7K
Inspire Investing, LLC45,250
0.2% of portfolio›$3.7M
Exchange Traded Concepts, LLC40,756
0.0% of portfolio›$3.3M
LMG Wealth Partners, LLC39,786
0.5% of portfolio›$3.2M
Assenagon Asset Management S.A.39,715
0.0% of portfolio›$3.2M
Linden Thomas Advisory Services, LLC37,461
0.2% of portfolio›$3.1M
Virginia Retirement Systems ET Al35,600
0.0% of portfolio›$2.9M
Robeco Institutional Asset Management B.V.29,526
0.0% of portfolio›$2.4M
Everett Harris & Co27,839
0.0% of portfolio›$2.3M
Wakefield Asset Management Lllp27,714
0.5% of portfolio›$2.3M
Allspring Global Investments Holdings, LLC26,710
0.0% of portfolio›$2.3M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.25,911
0.1% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC25,028
0.0% of portfolio›$2.0M
Illinois Municipal Retirement Fund24,744
0.0% of portfolio›$2.0M
Ethic Inc.23,325
0.0% of portfolio›$1.9M
Strs Ohio23,300
0.0% of portfolio›$1.9M
Eddie Patel Inc22,511
1.2% of portfolio›$1.8M
Louisiana State Employees Retirement System21,300
0.0% of portfolio›$1.7M
Y-Intercept (Hong Kong) Ltd21,154
0.0% of portfolio›$1.7M
OpenArc Corporate Advisory, LLC20,590
0.0% of portfolio›$1.7M
Summit Global Investments18,501
0.0% of portfolio›$1.5K
Range Financial Group LLC16,861
0.4% of portfolio›$1.4M
Trek Financial, LLC16,504
0.1% of portfolio›$1.3M
State of New Jersey Common Pension Fund D16,189
0.0% of portfolio›$1.3M
Gamma Investing LLC15,254
0.0% of portfolio›$1.2M
Triumph Capital Management14,333
0.2% of portfolio›$1.2M
Bailard, Inc.14,000
0.0% of portfolio›$1.1M
SummerHaven Investment Management, LLC13,903
0.6% of portfolio›$1.1M
Arizona State Retirement System13,763
0.0% of portfolio›$1.1M
Citigroup Inc13,573
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC13,205
0.0% of portfolio›$1.1M
Amalgamated Bank12,963
0.0% of portfolio›$1.1K
Yousif Capital Management, LLC12,716
0.0% of portfolio›$1.0M
Elevated Financial Group LLC11,986
0.3% of portfolio›$978.3K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS11,804
0.0% of portfolio›$963.4K
State of Wyoming11,702
0.1% of portfolio›$955.1K
Lido Advisors, LLC11,585
0.0% of portfolio›$945.6K
Oregon Public Employees Retirement Fund11,229
0.0% of portfolio›$916.5K
Independent Financial Group, LLC10,664
0.0% of portfolio›$870.4K
Islay Capital Management, LLC10,022
0.4% of portfolio›$818.0K
State of Alaska, Department of Revenue9,744
0.0% of portfolio›$794
Counterpoint Mutual Funds LLC9,545
0.1% of portfolio›$779.1K
Sterling Capital Management LLC8,388
0.0% of portfolio›$684.6K
GF Fund Management Co. Ltd.8,302
0.0% of portfolio›$677.6K
Kestra Advisory Services, LLC8,027
0.0% of portfolio›$655.2K
Cambridge Investment Research Advisors, Inc.7,325
0.0% of portfolio›$598
Pictet Asset Management Holding SA7,212
0.0% of portfolio›$588.6K
Alps Advisors Inc7,100
0.0% of portfolio›$579.5K
ProShare Advisors LLC6,838
0.0% of portfolio›$558.1K
Connecticut Capital Management Group, LLC6,616
0.4% of portfolio›$540.0K
Jackson Creek Investment Advisors LLC6,314
0.0% of portfolio›$515
Kestra Private Wealth Services, LLC6,046
0.0% of portfolio›$493.5K
HB Wealth Management, LLC5,965
0.0% of portfolio›$486.9K
Swiss Life Asset Management Ltd5,859
0.0% of portfolio›$478.2K
HUB Investment Partners, LLC5,822
0.0% of portfolio›$475.2K
Mutual of America Capital Management LLC5,717
0.0% of portfolio›$468.8K
Highland Capital Management, LLC5,713
0.0% of portfolio›$466.3K
Tactive Advisors, LLC5,241
0.1% of portfolio›$427.8K
Evergreen Capital Management LLC4,979
0.0% of portfolio›$406.4K
Choreo, LLC4,803
0.0% of portfolio›$392.0K
Fifth Third Wealth Advisors LLC4,728
0.0% of portfolio›$385.9K
Xponance LLC4,713
0.0% of portfolio›$384.7K
Revisor Wealth Management LLC4,618
0.1% of portfolio›$381.1K
Vise Technologies, Inc.4,519
0.0% of portfolio›$368.8K
Rainier Family Wealth Inc4,483
0.2% of portfolio›$365.9K
Fiduciary Alliance LLC4,398
0.0% of portfolio›$359.0K
Vontobel Holding Ltd.4,335
0.0% of portfolio›$353.8K
Nisa Investment Advisors, LLC4,148
0.0% of portfolio›$338.6K
Pinnacle Wealth Planning Services, Inc.3,953
0.0% of portfolio›$322.6K
Quadrant Capital Group LLC3,849
0.0% of portfolio›$345.9K
Birchbrook, Inc.3,385
0.1% of portfolio›$276.3K
Olympiad Research LP3,354
0.4% of portfolio›$273.8K
Innealta Capital, LLC3,287
0.1% of portfolio›$268.3K
Golden State Wealth Management, LLC3,127
0.0% of portfolio›$255.2K
CIBC Asset Management Inc3,112
0.0% of portfolio›$254.0K
Farther Finance Advisors, LLC3,043
0.0% of portfolio›$248.4K
South Shore Capital Advisors3,000
0.2% of portfolio›$244.9K
GK Wealth Management LLC2,846
0.1% of portfolio›$232.3K
Crossmark Global Holdings, Inc.2,790
0.0% of portfolio›$228.8K
Shaker Investments LLC2,588
0.1% of portfolio›$211.2K
ZWJ Investment Counsel Inc2,549
0.0% of portfolio›$208.0K
Michels Family Financial, LLC2,525
0.1% of portfolio›$206.1K
Sage Rhino Capital LLC2,508
0.0% of portfolio›$204.7K
Symphony Financial, Ltd. Co.2,500
0.0% of portfolio›$202.0K
Signaturefd, LLC2,448
0.0% of portfolio›$199.8K
NorthCrest Asset Manangement, LLC2,412
0.0% of portfolio›$211.4K
Elyxium Wealth, LLC1,953
0.0% of portfolio›$159.4K
Parallel Advisors, LLC1,733
0.0% of portfolio›$141.4K
KBC Group NV1,691
0.0% of portfolio›$138
DekaBank Deutsche Girozentrale1,689
0.0% of portfolio›$132
Versant Capital Management, Inc1,500
0.0% of portfolio›$122.4K
Bayforest Capital Ltd1,345
0.2% of portfolio›$109.8K
EverSource Wealth Advisors, LLC992
0.0% of portfolio›$81.0K
SBI Securities Co., Ltd.764
0.0% of portfolio›$62.4K
Ares Financial Consulting, LLC617
0.0% of portfolio›$50.4K
Fortitude Family Office, LLC616
0.0% of portfolio›$50.3K
USA Financial Formulas549
0.0% of portfolio›$44.8K
Carolina Wealth Advisors, LLC526
0.0% of portfolio›$42.9K
Salomon & Ludwin, LLC514
0.0% of portfolio›$42.0K
Essential Partners LLC408
0.0% of portfolio›$33.3K
Financial Management Professionals, Inc.363
0.0% of portfolio›$29.6K
Caitong International Asset Management Co., Ltd296
0.0% of portfolio›$24.2K
Trust Co of Vermont270
0.0% of portfolio›$22.0K
Reyes Financial Architecture, Inc.269
0.0% of portfolio›$22.0K
Physician Wealth Advisors, Inc.252
0.0% of portfolio›$20.6K
Blue Bell Private Wealth Management, LLC250
0.0% of portfolio›$20.4K
Leonteq Securities AG220
0.0% of portfolio›$18.0K
Capital Advisors, Ltd. LLC212
0.0% of portfolio›$17
Murphy & Mullick Capital Management Corp200
0.0% of portfolio›$16.3K
Signature Equity Partners, LLC185
0.0% of portfolio›$15.1K
True Wealth Design, LLC148
0.0% of portfolio›$12.1K
Mather Group, Llc.130
0.0% of portfolio›$10.6K
Parkside Financial Bank & Trust124
0.0% of portfolio›$10.1K
High Note Wealth, LLC110
0.0% of portfolio›$9.0K
Private Trust Co NA100
0.0% of portfolio›$8.2K
Owl Creek Wealth Partners LLC80
0.0% of portfolio›$6.5K
Moisand Fitzgerald Tamayo, LLC78
0.0% of portfolio›$6.4K
Root Financial Partners, LLC75
0.0% of portfolio›$6.1K
TD Waterhouse Canada Inc.73
0.0% of portfolio›$6.3K
Covestor Ltd65
0.0% of portfolio›$5
IFP Advisors, Inc60
0.0% of portfolio›$4.9K
Bell Investment Advisors, Inc57
0.0% of portfolio›$4.7K
Farmers & Merchants Investments Inc48
0.0% of portfolio›$3.9K
Provenance Wealth Advisors, LLC48
0.0% of portfolio›$3.9K
Torren Management, LLC38
0.0% of portfolio›$3.1K
SJS Investment Consulting Inc.34
0.0% of portfolio›$2.8K
CX Institutional34
0.0% of portfolio›$3
Bare Financial Services, Inc25
0.0% of portfolio›$2.0K
Trust Co of Toledo NA25
0.0% of portfolio›$2.0K
Clark Wealth Partners22
0.0% of portfolio›$1.8K
Ascentis Independent Advisors20
0.0% of portfolio›$1.6K
JFS Wealth Advisors, LLC19
0.0% of portfolio›$1.6K
CoreCap Advisors, LLC19
0.0% of portfolio›$1.6K
Ascentis Wealth Management, LLC18
0.0% of portfolio›$1.5K
North Star Investment Management Corp.14
0.0% of portfolio›$1.1K
MassMutual Private Wealth & Trust, FSB12
0.0% of portfolio›$979
Silver Grove Financial Group, Inc.11
0.0% of portfolio›$898
Valley National Advisers Inc9
0.0% of portfolio›$735
Cedar Mountain Advisors, LLC9
0.0% of portfolio›$735
Gilpin Wealth Management, LLC6
0.0% of portfolio›$490
UMB Private Wealth Management, LLC5
0.0% of portfolio›$408
Mascoma Wealth Management LLC3
0.0% of portfolio›$245
Financial Consulate, Inc3
0.0% of portfolio›$245
Hughes Financial Services, LLC3
0.0% of portfolio›$220
Davis Capital Management3
0.0% of portfolio›$245
Abound Wealth Management2
0.0% of portfolio›$164
Proathlete Wealth Management LLC1
0.0% of portfolio›$81
DiNuzzo Private Wealth, Inc.1
0.0% of portfolio›$82
TFC Financial Management, Inc.1
0.0% of portfolio›$82
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,752,474$143.0M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
372,738$30.4M0.0%CoreLowDes Moines, IA2026-11-02
Hennessy Advisors Inc
128,300$10.5M0.4%Deep ValueMediumNovato, CA2026-10-28
BI Asset Management Fondsmaeglerselskab A/S
110,187$9.0K0.0%CoreMediumKobenhavn, Greece2026-10-22
Creative Planning
84,360$6.9M0.0%IndexVery LowOverland Park, KS2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt
81,100$6.6M0.2%GrowthMediumStockholm, Sweden2026-10-21
Assetmark, Inc
71,177$5.8M0.0%ETFLowConcord, CA2026-10-21
Artemis Investment Management LLP
62,349$5.1M0.0%GARPHighEdinburgh, United Kingdom2026-10-08
Fulcrum Asset Management LLP
61,485$4.8M0.2%CoreMediumLondon, United Kingdom2026-11-04
New York State Teachers Retirement System
47,897$3.9K0.0%CoreVery LowAlbany, NY2026-10-22
Harbor Capital Advisors, Inc.
45,668$3.7K0.0%ValueHighChicago, IL2026-10-22
Inspire Investing, LLC
45,250$3.7M0.2%GARPHighMeridian, ID2026-10-22
Exchange Traded Concepts, LLC
40,756$3.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
LMG Wealth Partners, LLC
39,786$3.2M0.5%ValueVery LowShreveport, LA2026-11-05
Assenagon Asset Management S.A.
39,715$3.2M0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Linden Thomas Advisory Services, LLC
37,461$3.1M0.2%CoreLowCharlotte, NC2026-10-19
Virginia Retirement Systems ET Al
35,600$2.9M0.0%CoreMediumRichmond, VA2026-10-28
Robeco Institutional Asset Management B.V.
29,526$2.4M0.0%CoreMediumRotterdam, Philippines2026-10-20
Everett Harris & Co
27,839$2.3M0.0%CoreVery LowLos Angeles, CA2026-10-28
Wakefield Asset Management Lllp
27,714$2.3M0.5%ValueMediumEnglewood, CO2026-11-05
Allspring Global Investments Holdings, LLC
26,710$2.3M0.0%CoreMediumCharlotte, NC2026-11-04
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
25,911$2.1M0.1%CoreHighTurin, Latvia2026-10-22
Wealth Enhancement Advisory Services, LLC
25,028$2.0M0.0%CoreLowPlymouth, MN2026-10-13
Illinois Municipal Retirement Fund
24,744$2.0M0.0%CoreMediumOak Brook, IL2026-11-05
Ethic Inc.
23,325$1.9M0.0%CoreLowNew York, NY2026-11-03
Strs Ohio
23,300$1.9M0.0%CoreMediumColumbus, OH2026-10-30
Eddie Patel Inc
22,511$1.8M1.2%GARPVery HighChicago, IL2026-11-02
Louisiana State Employees Retirement System
21,300$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Y-Intercept (Hong Kong) Ltd
21,154$1.7M0.0%ValueVery HighHong Kong, South Korea2026-10-16
OpenArc Corporate Advisory, LLC
20,590$1.7M0.0%GrowthLowAtlanta, GA2026-10-21
Summit Global Investments
18,501$1.5K0.0%CoreMediumBountiful, UT2026-10-28
Range Financial Group LLC
16,861$1.4M0.4%GARPMediumTigard, OR2026-10-21
Trek Financial, LLC
16,504$1.3M0.1%ETFHighScottsdale, AZ2026-10-29
State of New Jersey Common Pension Fund D
16,189$1.3M0.0%CoreLowTrenton, NJ2026-11-05
Gamma Investing LLC
15,254$1.2M0.0%IndexVery LowFoster City, CA2026-10-08
Triumph Capital Management
14,333$1.2M0.2%ETFMediumDenver, CO2026-10-14
Bailard, Inc.
14,000$1.1M0.0%GrowthMediumFoster City, CA2026-10-13
SummerHaven Investment Management, LLC
13,903$1.1M0.6%Deep ValueHighStamford, CT2026-10-19
Arizona State Retirement System
13,763$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Citigroup Inc
13,573$1.1M0.0%CoreMediumNew York, NY2026-11-04
Commonwealth Equity Services, LLC
13,205$1.1M0.0%ETFLowWaltham, MA2026-11-02
Amalgamated Bank
12,963$1.1K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
12,716$1.0M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Elevated Financial Group LLC
11,986$978.3K0.3%ETFMediumIndianapolis, IN2026-10-16
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
11,804$963.4K0.0%CoreLowHarrisburg, PA2026-11-03
State of Wyoming
11,702$955.1K0.1%ValueHighCheyenne, WY2026-10-28
Lido Advisors, LLC
11,585$945.6K0.0%GrowthLowLos Angeles, CA2026-11-04
Oregon Public Employees Retirement Fund
11,229$916.5K0.0%IndexVery LowTigard, OR2026-10-30
Independent Financial Group, LLC
10,664$870.4K0.0%GrowthLowSan Diego, CA2026-10-13
Islay Capital Management, LLC
10,022$818.0K0.4%ETFMediumLubbock, TX2026-10-20
State of Alaska, Department of Revenue
9,744$7940.0%CoreVery LowJuneau, AK2026-10-15
Counterpoint Mutual Funds LLC
9,545$779.1K0.1%Deep ValueVery HighSan Diego, CA2026-10-16
Sterling Capital Management LLC
8,388$684.6K0.0%GARPMediumCharlotte, NC2026-10-22
GF Fund Management Co. Ltd.
8,302$677.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Kestra Advisory Services, LLC
8,027$655.2K0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
7,325$5980.0%ETFLowFairfield, IA2026-11-02
Pictet Asset Management Holding SA
7,212$588.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Alps Advisors Inc
7,100$579.5K0.0%YieldLowDenver, CO2026-11-03
ProShare Advisors LLC
6,838$558.1K0.0%GrowthLowBethesda, MD2026-10-29
Connecticut Capital Management Group, LLC
6,616$540.0K0.4%GrowthLowMilford, CT2026-10-29
Jackson Creek Investment Advisors LLC
6,314$5150.0%ValueVery HighCastle Rock, CO2026-11-04
Kestra Private Wealth Services, LLC
6,046$493.5K0.0%GrowthLowAustin, TX2026-10-30
HB Wealth Management, LLC
5,965$486.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Swiss Life Asset Management Ltd
5,859$478.2K0.0%CoreLowZurich, Switzerland2026-11-03
HUB Investment Partners, LLC
5,822$475.2K0.0%GrowthLowAustin, TX2026-11-03
Mutual of America Capital Management LLC
5,717$468.8K0.0%IndexLowNew York, NY2026-10-23
Highland Capital Management, LLC
5,713$466.3K0.0%GrowthMediumMemphis, TN2026-10-26
Tactive Advisors, LLC
5,241$427.8K0.1%ETFHighJacksonville, FL2026-10-08
Evergreen Capital Management LLC
4,979$406.4K0.0%GARPMediumBellevue, WA2026-10-23
Choreo, LLC
4,803$392.0K0.0%IndexLowRockford, IL2026-10-28
Fifth Third Wealth Advisors LLC
4,728$385.9K0.0%IndexVery LowCincinnati, OH2026-10-22
Xponance LLC
4,713$384.7K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Revisor Wealth Management LLC
4,618$381.1K0.1%CoreLowAkron, OH2026-10-20
Vise Technologies, Inc.
4,519$368.8K0.0%IndexLowNew York, NY2026-10-29
Rainier Family Wealth Inc
4,483$365.9K0.2%GrowthLowTacoma, WA2026-11-02
Fiduciary Alliance LLC
4,398$359.0K0.0%CoreMediumGreenville, SC2026-10-13
Vontobel Holding Ltd.
4,335$353.8K0.0%CoreMediumZurich, Switzerland2026-10-16
Nisa Investment Advisors, LLC
4,148$338.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
Pinnacle Wealth Planning Services, Inc.
3,953$322.6K0.0%GARPLowMansfield, OH2026-10-27
Quadrant Capital Group LLC
3,849$345.9K0.0%CoreLowCincinnati, OH2026-10-20
Birchbrook, Inc.
3,385$276.3K0.1%ETFLowBangor, ME2026-10-14
Olympiad Research LP
3,354$273.8K0.4%Deep ValueVery HighStamford, CT2026-11-04
Innealta Capital, LLC
3,287$268.3K0.1%ETFMediumAustin, TX2026-11-02
Golden State Wealth Management, LLC
3,127$255.2K0.0%ETFMediumSanta Ana, CA2026-11-02
CIBC Asset Management Inc
3,112$254.0K0.0%GARPLowToronto, South Africa2026-11-05
Farther Finance Advisors, LLC
3,043$248.4K0.0%IndexLowSan Francisco, CA2026-10-08
South Shore Capital Advisors
3,000$244.9K0.2%CoreMediumCohasset, MA2026-10-20
GK Wealth Management LLC
2,846$232.3K0.1%GARPVery HighReno, NV2026-10-09
Crossmark Global Holdings, Inc.
2,790$228.8K0.0%GARPMediumHouston, TX2026-10-21
Shaker Investments LLC
2,588$211.2K0.1%MomentumMediumCleveland, OH2026-11-05
ZWJ Investment Counsel Inc
2,549$208.0K0.0%CoreLowAtlanta, GA2026-10-15
Michels Family Financial, LLC
2,525$206.1K0.1%ETFLowFort Worth, TX2026-11-02
Sage Rhino Capital LLC
2,508$204.7K0.0%ETFLowMenlo Park, CA2026-10-28
Symphony Financial, Ltd. Co.
2,500$202.0K0.0%GrowthLowHouston, TX2026-10-22
Signaturefd, LLC
2,448$199.8K0.0%IndexLowAtlanta, GA2026-10-23
NorthCrest Asset Manangement, LLC
2,412$211.4K0.0%GrowthLowPlymouth, MN2026-10-13
Elyxium Wealth, LLC
1,953$159.4K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Parallel Advisors, LLC
1,733$141.4K0.0%IndexLowSan Francisco, CA2026-11-03
KBC Group NV
1,691$1380.0%CoreMediumBrussels, Czech Republic2026-10-22
DekaBank Deutsche Girozentrale
1,689$1320.0%CoreLowFrankfurt, Hong Kong2026-10-27
Versant Capital Management, Inc
1,500$122.4K0.0%GARPLowPhoenix, AZ2026-10-02
Bayforest Capital Ltd
1,345$109.8K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
EverSource Wealth Advisors, LLC
992$81.0K0.0%CoreMediumBirmingham, AL2026-11-04
SBI Securities Co., Ltd.
764$62.4K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Ares Financial Consulting, LLC
617$50.4K0.0%CoreLowCalabasas, CA2026-10-19
Fortitude Family Office, LLC
616$50.3K0.0%ETFMediumScottsdale, AZ2026-10-14
USA Financial Formulas
549$44.8K0.0%ETFVery HighAda, MI2026-10-16
Carolina Wealth Advisors, LLC
526$42.9K0.0%YieldHighMyrtle Beach, SC2026-10-23
Salomon & Ludwin, LLC
514$42.0K0.0%ETFVery LowRichmond, VA2026-10-29
Essential Partners LLC
408$33.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Financial Management Professionals, Inc.
363$29.6K0.0%ETFMediumAustin, TX2026-10-23
Caitong International Asset Management Co., Ltd
296$24.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Trust Co of Vermont
270$22.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Reyes Financial Architecture, Inc.
269$22.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Physician Wealth Advisors, Inc.
252$20.6K0.0%ETFMediumMidvale, UT2026-10-20
Blue Bell Private Wealth Management, LLC
250$20.4K0.0%YieldVery LowBlue Bell, PA2026-10-29
Leonteq Securities AG
220$18.0K0.0%CoreHighZurich, Switzerland2026-10-29
Capital Advisors, Ltd. LLC
212$170.0%ETFLowShaker Heights, OH2026-10-27
Murphy & Mullick Capital Management Corp
200$16.3K0.0%GrowthLowSmithtown, NY2026-11-02
Signature Equity Partners, LLC
185$15.1K0.0%GrowthMediumColumbus, OH2026-10-29
True Wealth Design, LLC
148$12.1K0.0%ETFMediumAkron, OH2026-10-13
Mather Group, Llc.
130$10.6K0.0%ETFMediumChicago, IL2026-10-14
Parkside Financial Bank & Trust
124$10.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
High Note Wealth, LLC
110$9.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Private Trust Co NA
100$8.2K0.0%CoreLowCleveland, OH2026-10-20
Owl Creek Wealth Partners LLC
80$6.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Moisand Fitzgerald Tamayo, LLC
78$6.4K0.0%ETFVery LowOrlando, FL2026-10-15
Root Financial Partners, LLC
75$6.1K0.0%ETFMediumEncinitas, CA2026-10-21
TD Waterhouse Canada Inc.
73$6.3K0.0%CoreLowToronto, Australia2026-10-16
Covestor Ltd
65$50.0%ValueHighLondon, United Kingdom2026-10-30
IFP Advisors, Inc
60$4.9K0.0%GrowthLowTampa, FL2026-10-16
Bell Investment Advisors, Inc
57$4.7K0.0%ETFVery LowOrinda, CA2026-10-29
Farmers & Merchants Investments Inc
48$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
48$3.9K0.0%ETFLowFort Lauderdale, FL2026-10-30
Torren Management, LLC
38$3.1K0.0%ETFMediumSan Diego, CA2026-10-29
SJS Investment Consulting Inc.
34$2.8K0.0%ETFVery LowSylvania, OH2026-10-26
CX Institutional
34$30.0%CoreMediumAuburn, IN2026-10-02
Bare Financial Services, Inc
25$2.0K0.0%ETFVery LowGap, PA2026-11-04
Trust Co of Toledo NA
25$2.0K0.0%GrowthVery LowHolland, OH2026-10-16
Clark Wealth Partners
22$1.8K0.0%ETFVery LowO'Fallon, IL2026-10-19
Ascentis Independent Advisors
20$1.6K0.0%ETFLowDallas, TX2026-11-03
JFS Wealth Advisors, LLC
19$1.6K0.0%ETFVery LowHermitage, PA2026-11-03
CoreCap Advisors, LLC
19$1.6K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Wealth Management, LLC
18$1.5K0.0%Agg GrowthLowDallas, TX2026-11-03
North Star Investment Management Corp.
14$1.1K0.0%CoreLowChicago, IL2026-10-27
MassMutual Private Wealth & Trust, FSB
12$9790.0%CoreLowSpringfield, MA2026-10-05
Silver Grove Financial Group, Inc.
11$8980.0%CoreMediumOrchard Park, NY2026-11-05
Valley National Advisers Inc
9$7350.0%ETFLowBethlehem, PA2026-10-23
Cedar Mountain Advisors, LLC
9$7350.0%ETFVery LowLake Oswego, OR2026-10-15
Gilpin Wealth Management, LLC
6$4900.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
5$4080.0%GrowthN/AKansas City, MO2026-10-19
Mascoma Wealth Management LLC
3$2450.0%ETFVery LowHanover, NH2026-10-23
Financial Consulate, Inc
3$2450.0%ETFLowHunt Valley, MD2026-10-23
Hughes Financial Services, LLC
3$2200.0%ETFLowHerndon, VA2026-10-30
Davis Capital Management
3$2450.0%CoreLowJacksonville, FL2026-10-08
Abound Wealth Management
2$1640.0%ETFVery LowFranklin, TN2026-10-26
Proathlete Wealth Management LLC
1$810.0%ETFVery LowBoca Raton, FL2026-10-15
DiNuzzo Private Wealth, Inc.
1$820.0%ETFLowBeaver, PA2026-10-16
TFC Financial Management, Inc.
1$820.0%ETFVery LowBoston, MA2026-10-26