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Piper Sandler COS (PIPR)

CUSIP: 724078209 | NYSE | 485 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,477,023
0.0% of portfolio›$97.4M
Bank of New York Mellon Corp558,720
0.0% of portfolio›$36.9M
Boston Trust Walden Corp414,642
0.2% of portfolio›$27.4M
Allspring Global Investments Holdings, LLC368,538
0.0% of portfolio›$24.2M
Principal Financial Group Inc325,916
0.0% of portfolio›$21.5M
Creative Planning322,302
0.0% of portfolio›$21.3M
TimesSquare Capital Management, LLC226,504
0.2% of portfolio›$14.9M
OP Asset Management Ltd174,313
0.1% of portfolio›$11.5M
MacKenzie Financial Corp127,118
0.0% of portfolio›$8.4M
New York State Teachers Retirement System103,821
0.0% of portfolio›$6.8K
Moody Aldrich Partners LLC75,105
0.9% of portfolio›$5.0M
Thrivent Financial for Lutherans50,702
0.0% of portfolio›$3.3K
Wealth Enhancement Advisory Services, LLC38,989
0.0% of portfolio›$564.7K
James Investment Research, Inc.37,536
0.3% of portfolio›$2.5M
Truist Financial Corp35,607
0.0% of portfolio›$2.3M
Knights of Columbus Asset Advisors LLC34,899
0.1% of portfolio›$2.3M
Illinois Municipal Retirement Fund33,739
0.0% of portfolio›$2.2M
Annex Advisory Services, LLC31,409
0.0% of portfolio›$2.1M
NorthCrest Asset Manangement, LLC30,217
0.0% of portfolio›$1.9M
US Bancorp \de\29,694
0.0% of portfolio›$2.0M
Strs Ohio29,600
0.0% of portfolio›$2.0M
Louisiana State Employees Retirement System28,600
0.0% of portfolio›$1.9M
Oppenheimer Asset Management Inc.26,400
0.0% of portfolio›$1.7M
Oliver Luxxe Assets LLC24,853
0.3% of portfolio›$1.6M
Imc-Chicago, LLC24,691
0.0% of portfolio›$1.6M
Harbor Capital Advisors, Inc.23,584
0.0% of portfolio›$1.6K
State of New Jersey Common Pension Fund D23,513
0.0% of portfolio›$1.6M
Ascent Group, LLC23,388
0.0% of portfolio›$1.5M
Citigroup Inc22,960
0.0% of portfolio›$1.5M
State of Alaska, Department of Revenue22,160
0.0% of portfolio›$1.5K
Park Avenue Securities LLC20,437
0.0% of portfolio›$1.3K
Lido Advisors, LLC20,270
0.0% of portfolio›$1.3M
Fifth Third Bancorp20,172
0.0% of portfolio›$1.3M
Arizona State Retirement System19,521
0.0% of portfolio›$1.3M
Yousif Capital Management, LLC17,699
0.0% of portfolio›$1.2M
D.A. Davidson & Co.17,687
0.0% of portfolio›$1.2M
Amalgamated Bank17,515
0.0% of portfolio›$1.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS15,832
0.0% of portfolio›$1.0M
Nisa Investment Advisors, LLC15,120
0.0% of portfolio›$997.5K
Oregon Public Employees Retirement Fund15,052
0.0% of portfolio›$993.0K
Pictet Asset Management Holding SA11,457
0.0% of portfolio›$755.8K
Cambridge Investment Research Advisors, Inc.10,882
0.0% of portfolio›$718
Quadrant Capital Group LLC10,771
0.0% of portfolio›$687.9K
Vise Technologies, Inc.10,288
0.0% of portfolio›$678.7K
ProShare Advisors LLC9,656
0.0% of portfolio›$637.0K
Farther Finance Advisors, LLC9,361
0.0% of portfolio›$617.6K
Robertson Stephens Wealth Management, LLC9,001
0.0% of portfolio›$593.8K
Commonwealth Equity Services, LLC8,881
0.0% of portfolio›$585.9K
iA Global Asset Management Inc.8,249
0.0% of portfolio›$544
Assetmark, Inc8,113
0.0% of portfolio›$535.2K
Mutual of America Capital Management LLC7,668
0.0% of portfolio›$505.9K
Evergreen Capital Management LLC7,637
0.0% of portfolio›$503.8K
Praxis Investment Management Inc7,436
0.0% of portfolio›$491
Atria Investments, Inc6,993
0.0% of portfolio›$461.3K
Ethic Inc.6,785
0.0% of portfolio›$447.6K
Xponance LLC6,758
0.0% of portfolio›$445.8K
Obermeyer Wealth Partners5,876
0.0% of portfolio›$387.6K
Provenance Wealth Advisors, LLC5,807
0.0% of portfolio›$383.1K
Choreo, LLC5,798
0.0% of portfolio›$382.5K
Heritage Wealth Management, Inc.5,544
0.1% of portfolio›$365.7K
Parcion Private Wealth LLC5,507
0.0% of portfolio›$363.3K
Tarbox Family Office, Inc.5,316
0.0% of portfolio›$350.7K
Farmers & Merchants Investments Inc5,265
0.0% of portfolio›$347.3K
Signaturefd, LLC5,217
0.0% of portfolio›$344.2K
Elevation Point Wealth Partners, LLC5,208
0.0% of portfolio›$343.5K
Summit Global Investments5,190
0.0% of portfolio›$342
Crossmark Global Holdings, Inc.4,804
0.0% of portfolio›$316.9K
Swiss Life Asset Management Ltd4,698
0.0% of portfolio›$309.9K
Kestra Advisory Services, LLC4,619
0.0% of portfolio›$304.7K
Regions Financial Corp4,578
0.0% of portfolio›$302.0K
Yorktown Management & Research Co Inc4,240
0.2% of portfolio›$279.7K
HB Wealth Management, LLC4,169
0.0% of portfolio›$275.0K
CIBC Asset Management Inc4,128
0.0% of portfolio›$272.3K
Exchange Traded Concepts, LLC4,003
0.0% of portfolio›$264.1K
ZWJ Investment Counsel Inc3,928
0.0% of portfolio›$259.1K
Concurrent Investment Advisors, LLC3,877
0.0% of portfolio›$255.8K
Y-Intercept (Hong Kong) Ltd3,839
0.0% of portfolio›$253.3K
Abacus Wealth Partners, LLC3,806
0.0% of portfolio›$251.1K
First Citizens Bank & Trust Co3,624
0.0% of portfolio›$239.1K
Profund Advisors LLC3,146
0.0% of portfolio›$207.5K
KBC Group NV2,648
0.0% of portfolio›$175
Sterling Capital Management LLC2,333
0.0% of portfolio›$153.9K
Gamma Investing LLC2,201
0.0% of portfolio›$145.2K
Pinnacle Wealth Planning Services, Inc.1,863
0.0% of portfolio›$122.9K
Mitsubishi UFJ Asset Management Co., Ltd.1,521
0.0% of portfolio›$100.1K
Investors Research Corp1,400
0.0% of portfolio›$92.4K
IFP Advisors, Inc1,269
0.0% of portfolio›$83.7K
Caitong International Asset Management Co., Ltd1,073
0.0% of portfolio›$70.8K
Parallel Advisors, LLC1,019
0.0% of portfolio›$67.2K
Mather Group, Llc.999
0.0% of portfolio›$65.9K
Versant Capital Management, Inc970
0.0% of portfolio›$64.0K
State of Wyoming951
0.0% of portfolio›$62.7K
Blue Trust, Inc.797
0.0% of portfolio›$52.6K
Dhjj Financial Advisors, Ltd.780
0.0% of portfolio›$51.5K
Parkside Financial Bank & Trust552
0.0% of portfolio›$36.4K
Bayforest Capital Ltd512
0.1% of portfolio›$33.8K
Salomon & Ludwin, LLC461
0.0% of portfolio›$30.4K
Financial Perspectives, Inc412
0.0% of portfolio›$27.2K
Costello Asset Management, Inc400
0.0% of portfolio›$26.4K
MJT & Associates Financial Advisory Group, Inc.320
0.0% of portfolio›$21.1K
Cedar Mountain Advisors, LLC256
0.0% of portfolio›$16.9K
EverSource Wealth Advisors, LLC249
0.0% of portfolio›$16.4K
MassMutual Private Wealth & Trust, FSB233
0.0% of portfolio›$15.4K
Bare Financial Services, Inc203
0.0% of portfolio›$13.4K
Wilmington Savings Fund Society, FSB186
0.0% of portfolio›$12.3K
Trust Co of Vermont180
0.0% of portfolio›$11.9K
Root Financial Partners, LLC174
0.0% of portfolio›$11.5K
GHP Investment Advisors, Inc.147
0.0% of portfolio›$9.7K
Fortitude Family Office, LLC135
0.0% of portfolio›$8.9K
Birchwood Financial Partners, Inc.132
0.0% of portfolio›$8.7K
Financial Consulate, Inc105
0.0% of portfolio›$6.9K
Nvest Wealth Strategies, Inc.100
0.0% of portfolio›$6.6K
DiNuzzo Private Wealth, Inc.94
0.0% of portfolio›$6.2K
WPG Advisers, LLC94
0.0% of portfolio›$6.2K
Larson Financial Group LLC91
0.0% of portfolio›$6.0K
Silver Grove Financial Group, Inc.91
0.0% of portfolio›$6.0K
JFS Wealth Advisors, LLC91
0.0% of portfolio›$6.0K
Covestor Ltd89
0.0% of portfolio›$6
Bell Investment Advisors, Inc88
0.0% of portfolio›$5.8K
Private Wealth Management Group, LLC68
0.0% of portfolio›$4.5K
Signature Equity Partners, LLC66
0.0% of portfolio›$4.3K
Owl Creek Wealth Partners LLC50
0.0% of portfolio›$3.3K
Albion Financial Group48
0.0% of portfolio›$3.2K
Creative Financial Designs Inc44
0.0% of portfolio›$2.9K
Dakota Community Bank & Trust NA40
0.0% of portfolio›$2.6K
Elyxium Wealth, LLC40
0.0% of portfolio›$2.6K
Laurel Wealth Advisors LLC40
0.0% of portfolio›$2.6K
SJS Investment Consulting Inc.38
0.0% of portfolio›$2.5K
Creative Capital Management Investments LLC37
0.0% of portfolio›$2.4K
William B. Walkup & Associates, Inc.35
0.0% of portfolio›$2.3K
CoreCap Advisors, LLC35
0.0% of portfolio›$2.3K
Montag A & Associates Inc32
0.0% of portfolio›$2.1K
Cape Investment Advisory, Inc.24
0.0% of portfolio›$1.6K
Horizon Financial Services, LLC24
0.0% of portfolio›$1.6K
Valley National Advisers Inc20
0.0% of portfolio›$1.3K
Bay Harbor Wealth Management, LLC16
0.0% of portfolio›$1.1K
Essential Partners LLC14
0.0% of portfolio›$924
North Star Investment Management Corp.12
0.0% of portfolio›$792
Marquette Asset Management, LLC12
0.0% of portfolio›$792
SBI Securities Co., Ltd.12
0.0% of portfolio›$792
Gilpin Wealth Management, LLC10
0.0% of portfolio›$660
UMB Private Wealth Management, LLC8
0.0% of portfolio›$528
Davis Capital Management5
0.0% of portfolio›$330
True Wealth Design, LLC4
0.0% of portfolio›$264
TD Private Client Wealth LLC4
0.0% of portfolio›$264
TFC Financial Management, Inc.4
0.0% of portfolio›$264
Signature Resources Capital Management, LLC1
0.0% of portfolio›$66
DecisionPoint Financial, LLC1
0.0% of portfolio›$66
Maryland Capital Advisors Inc.1
0.0% of portfolio›$66
Putney Financial Group LLC1
0.0% of portfolio›$66
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,477,023$97.4M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
558,720$36.9M0.0%CoreLowNew York, NY2026-11-05
Boston Trust Walden Corp
414,642$27.4M0.2%CoreLowBoston, MA2026-10-30
Allspring Global Investments Holdings, LLC
368,538$24.2M0.0%CoreMediumCharlotte, NC2026-11-04
Principal Financial Group Inc
325,916$21.5M0.0%CoreLowDes Moines, IA2026-11-02
Creative Planning
322,302$21.3M0.0%IndexVery LowOverland Park, KS2026-11-02
TimesSquare Capital Management, LLC
226,504$14.9M0.2%GrowthMediumNew York, NY2026-11-03
OP Asset Management Ltd
174,313$11.5M0.1%GrowthMediumHelsinki, Hungary2026-11-05
MacKenzie Financial Corp
127,118$8.4M0.0%CoreMediumToronto Ontario, Australia2026-11-02
New York State Teachers Retirement System
103,821$6.8K0.0%CoreVery LowAlbany, NY2026-10-22
Moody Aldrich Partners LLC
75,105$5.0M0.9%ValueHighMarblehead, MA2026-10-27
Thrivent Financial for Lutherans
50,702$3.3K0.0%GARPMediumMinneapolis, MN2026-11-05
Wealth Enhancement Advisory Services, LLC
38,989$564.7K0.0%CoreLowPlymouth, MN2026-10-13
James Investment Research, Inc.
37,536$2.5M0.3%CoreLowAlpha, OH2026-10-22
Truist Financial Corp
35,607$2.3M0.0%CoreLowCharlotte, NC2026-10-30
Knights of Columbus Asset Advisors LLC
34,899$2.3M0.1%CoreMediumNew Haven, CT2026-11-05
Illinois Municipal Retirement Fund
33,739$2.2M0.0%CoreMediumOak Brook, IL2026-11-05
Annex Advisory Services, LLC
31,409$2.1M0.0%GrowthHighBrookfield, WI2026-10-16
NorthCrest Asset Manangement, LLC
30,217$1.9M0.0%GrowthLowPlymouth, MN2026-10-13
US Bancorp \de\
29,694$2.0M0.0%IndexLowMinneapolis, MN2026-11-05
Strs Ohio
29,600$2.0M0.0%CoreMediumColumbus, OH2026-10-30
Louisiana State Employees Retirement System
28,600$1.9M0.0%IndexLowBaton Rouge, LA2026-10-20
Oppenheimer Asset Management Inc.
26,400$1.7M0.0%CoreMediumNew York, NY2026-10-27
Oliver Luxxe Assets LLC
24,853$1.6M0.3%ValueMediumGladstone, NJ2026-10-14
Imc-Chicago, LLC
24,691$1.6M0.0%GARPVery HighChicago, IL2026-11-05
Harbor Capital Advisors, Inc.
23,584$1.6K0.0%ValueHighChicago, IL2026-10-22
State of New Jersey Common Pension Fund D
23,513$1.6M0.0%CoreLowTrenton, NJ2026-11-05
Ascent Group, LLC
23,388$1.5M0.0%CoreLowVirginia Beach, VA2026-10-30
Citigroup Inc
22,960$1.5M0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
22,160$1.5K0.0%CoreVery LowJuneau, AK2026-10-15
Park Avenue Securities LLC
20,437$1.3K0.0%ETFMediumNew York, NY2026-10-26
Lido Advisors, LLC
20,270$1.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Fifth Third Bancorp
20,172$1.3M0.0%IndexVery LowCincinnati, OH2026-11-05
Arizona State Retirement System
19,521$1.3M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
17,699$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
D.A. Davidson & Co.
17,687$1.2M0.0%CoreLowGreat Falls, MT2026-10-28
Amalgamated Bank
17,515$1.2K0.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
15,832$1.0M0.0%CoreLowHarrisburg, PA2026-11-03
Nisa Investment Advisors, LLC
15,120$997.5K0.0%IndexVery LowSt. Louis, MO2026-10-20
Oregon Public Employees Retirement Fund
15,052$993.0K0.0%IndexVery LowTigard, OR2026-10-30
Pictet Asset Management Holding SA
11,457$755.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Cambridge Investment Research Advisors, Inc.
10,882$7180.0%ETFLowFairfield, IA2026-11-02
Quadrant Capital Group LLC
10,771$687.9K0.0%CoreLowCincinnati, OH2026-10-20
Vise Technologies, Inc.
10,288$678.7K0.0%IndexLowNew York, NY2026-10-29
ProShare Advisors LLC
9,656$637.0K0.0%GrowthLowBethesda, MD2026-10-29
Farther Finance Advisors, LLC
9,361$617.6K0.0%IndexLowSan Francisco, CA2026-10-08
Robertson Stephens Wealth Management, LLC
9,001$593.8K0.0%ETFMediumSan Francisco, CA2026-10-16
Commonwealth Equity Services, LLC
8,881$585.9K0.0%ETFLowWaltham, MA2026-11-02
iA Global Asset Management Inc.
8,249$5440.0%GrowthMediumQuebec, Austria2026-10-29
Assetmark, Inc
8,113$535.2K0.0%ETFLowConcord, CA2026-10-21
Mutual of America Capital Management LLC
7,668$505.9K0.0%IndexLowNew York, NY2026-10-23
Evergreen Capital Management LLC
7,637$503.8K0.0%GARPMediumBellevue, WA2026-10-23
Praxis Investment Management Inc
7,436$4910.0%CoreLowGoshen, IN2026-11-03
Atria Investments, Inc
6,993$461.3K0.0%CoreMediumCharlotte, NC2026-10-15
Ethic Inc.
6,785$447.6K0.0%CoreLowNew York, NY2026-11-03
Xponance LLC
6,758$445.8K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Obermeyer Wealth Partners
5,876$387.6K0.0%GrowthLowAspen, CO2026-10-21
Provenance Wealth Advisors, LLC
5,807$383.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Choreo, LLC
5,798$382.5K0.0%IndexLowRockford, IL2026-10-28
Heritage Wealth Management, Inc.
5,544$365.7K0.1%CoreLowCincinnati, OH2026-10-28
Parcion Private Wealth LLC
5,507$363.3K0.0%CoreMediumBellevue, WA2026-10-28
Tarbox Family Office, Inc.
5,316$350.7K0.0%ETFVery LowNewport Beach, CA2026-10-23
Farmers & Merchants Investments Inc
5,265$347.3K0.0%CoreVery LowLincoln, NE2026-10-22
Signaturefd, LLC
5,217$344.2K0.0%IndexLowAtlanta, GA2026-10-23
Elevation Point Wealth Partners, LLC
5,208$343.5K0.0%CoreHighDenver, CO2026-11-05
Summit Global Investments
5,190$3420.0%CoreMediumBountiful, UT2026-10-28
Crossmark Global Holdings, Inc.
4,804$316.9K0.0%GARPMediumHouston, TX2026-10-21
Swiss Life Asset Management Ltd
4,698$309.9K0.0%CoreLowZurich, Switzerland2026-11-03
Kestra Advisory Services, LLC
4,619$304.7K0.0%CoreLowAustin, TX2026-11-02
Regions Financial Corp
4,578$302.0K0.0%CoreLowBirmingham, AL2026-11-05
Yorktown Management & Research Co Inc
4,240$279.7K0.2%MomentumMediumForest, VA2026-10-28
HB Wealth Management, LLC
4,169$275.0K0.0%IndexVery LowAtlanta, GA2026-10-23
CIBC Asset Management Inc
4,128$272.3K0.0%GARPLowToronto, South Africa2026-11-05
Exchange Traded Concepts, LLC
4,003$264.1K0.0%GrowthMediumOklahoma City, OK2026-10-28
ZWJ Investment Counsel Inc
3,928$259.1K0.0%CoreLowAtlanta, GA2026-10-15
Concurrent Investment Advisors, LLC
3,877$255.8K0.0%GrowthMediumTampa, FL2026-10-16
Y-Intercept (Hong Kong) Ltd
3,839$253.3K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Abacus Wealth Partners, LLC
3,806$251.1K0.0%ETFLowSanta Monica, CA2026-11-03
First Citizens Bank & Trust Co
3,624$239.1K0.0%CoreMediumRaleigh, NC2026-10-14
Profund Advisors LLC
3,146$207.5K0.0%GrowthLowBethesda, MD2026-10-29
KBC Group NV
2,648$1750.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
2,333$153.9K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
2,201$145.2K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
1,863$122.9K0.0%GARPLowMansfield, OH2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.
1,521$100.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Investors Research Corp
1,400$92.4K0.0%ETFLowAtlanta, GA2026-10-07
IFP Advisors, Inc
1,269$83.7K0.0%GrowthLowTampa, FL2026-10-16
Caitong International Asset Management Co., Ltd
1,073$70.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Parallel Advisors, LLC
1,019$67.2K0.0%IndexLowSan Francisco, CA2026-11-03
Mather Group, Llc.
999$65.9K0.0%ETFMediumChicago, IL2026-10-14
Versant Capital Management, Inc
970$64.0K0.0%GARPLowPhoenix, AZ2026-10-02
State of Wyoming
951$62.7K0.0%ValueHighCheyenne, WY2026-10-28
Blue Trust, Inc.
797$52.6K0.0%ETFLowBrentwood, TN2026-10-15
Dhjj Financial Advisors, Ltd.
780$51.5K0.0%ETFVery LowNaperville, IL2026-10-23
Parkside Financial Bank & Trust
552$36.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
Bayforest Capital Ltd
512$33.8K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Salomon & Ludwin, LLC
461$30.4K0.0%ETFVery LowRichmond, VA2026-10-29
Financial Perspectives, Inc
412$27.2K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Costello Asset Management, Inc
400$26.4K0.0%CoreLowFeasterville, PA2026-10-30
MJT & Associates Financial Advisory Group, Inc.
320$21.1K0.0%ETFLowMontevideo, MN2026-10-07
Cedar Mountain Advisors, LLC
256$16.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
EverSource Wealth Advisors, LLC
249$16.4K0.0%CoreMediumBirmingham, AL2026-11-04
MassMutual Private Wealth & Trust, FSB
233$15.4K0.0%CoreLowSpringfield, MA2026-10-05
Bare Financial Services, Inc
203$13.4K0.0%ETFVery LowGap, PA2026-11-04
Wilmington Savings Fund Society, FSB
186$12.3K0.0%CoreLowWilmington, DE2026-10-23
Trust Co of Vermont
180$11.9K0.0%CoreVery LowBrattleboro, VT2026-10-21
Root Financial Partners, LLC
174$11.5K0.0%ETFMediumEncinitas, CA2026-10-21
GHP Investment Advisors, Inc.
147$9.7K0.0%CoreVery LowDenver, CO2026-10-15
Fortitude Family Office, LLC
135$8.9K0.0%ETFMediumScottsdale, AZ2026-10-14
Birchwood Financial Partners, Inc.
132$8.7K0.0%ETFVery LowBloomington, MN2026-11-02
Financial Consulate, Inc
105$6.9K0.0%ETFLowHunt Valley, MD2026-10-23
Nvest Wealth Strategies, Inc.
100$6.6K0.0%ETFVery LowPowell, OH2026-10-14
DiNuzzo Private Wealth, Inc.
94$6.2K0.0%ETFLowBeaver, PA2026-10-16
WPG Advisers, LLC
94$6.2K0.0%CoreLowBaltimore, MD2026-10-27
Larson Financial Group LLC
91$6.0K0.0%GrowthLowSt Louis, MO2026-11-05
Silver Grove Financial Group, Inc.
91$6.0K0.0%CoreMediumOrchard Park, NY2026-11-05
JFS Wealth Advisors, LLC
91$6.0K0.0%ETFVery LowHermitage, PA2026-11-03
Covestor Ltd
89$60.0%ValueHighLondon, United Kingdom2026-10-30
Bell Investment Advisors, Inc
88$5.8K0.0%ETFVery LowOrinda, CA2026-10-29
Private Wealth Management Group, LLC
68$4.5K0.0%ETFLowPrinceton, NJ2026-10-19
Signature Equity Partners, LLC
66$4.3K0.0%GrowthMediumColumbus, OH2026-10-29
Owl Creek Wealth Partners LLC
50$3.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Albion Financial Group
48$3.2K0.0%GrowthLowSalt Lake City, UT2026-10-21
Creative Financial Designs Inc
44$2.9K0.0%ETFMediumKokomo, IN2026-11-04
Dakota Community Bank & Trust NA
40$2.6K0.0%GrowthLowHebron, ND2026-10-09
Elyxium Wealth, LLC
40$2.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Laurel Wealth Advisors LLC
40$2.6K0.0%CoreVery LowCharlotte, NC2026-10-27
SJS Investment Consulting Inc.
38$2.5K0.0%ETFVery LowSylvania, OH2026-10-26
Creative Capital Management Investments LLC
37$2.4K0.0%ETFLowSan Diego, CA2026-10-28
William B. Walkup & Associates, Inc.
35$2.3K0.0%ValueLowColumbia, SC2026-11-05
CoreCap Advisors, LLC
35$2.3K0.0%ETFMediumSouthfield, MI2026-10-08
Montag A & Associates Inc
32$2.1K0.0%CoreLowAtlanta, GA2026-10-29
Cape Investment Advisory, Inc.
24$1.6K0.0%ETFLowMcdonough, GA2026-10-13
Horizon Financial Services, LLC
24$1.6K0.0%ETFLowWinston Salem, NC2026-11-04
Valley National Advisers Inc
20$1.3K0.0%ETFLowBethlehem, PA2026-10-23
Bay Harbor Wealth Management, LLC
16$1.1K0.0%ETFMediumHunt Valley, MD2026-11-03
Essential Partners LLC
14$9240.0%ValueMediumRancho Santa Fe, CA2026-10-14
North Star Investment Management Corp.
12$7920.0%CoreLowChicago, IL2026-10-27
Marquette Asset Management, LLC
12$7920.0%ETFVery LowMinneapolis, MN2026-10-09
SBI Securities Co., Ltd.
12$7920.0%Agg GrowthLowTokyo, Mexico2026-10-22
Gilpin Wealth Management, LLC
10$6600.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
8$5280.0%GrowthN/AKansas City, MO2026-10-19
Davis Capital Management
5$3300.0%CoreLowJacksonville, FL2026-10-08
True Wealth Design, LLC
4$2640.0%ETFMediumAkron, OH2026-10-13
TD Private Client Wealth LLC
4$2640.0%ETFLowNew York, NY2026-10-28
TFC Financial Management, Inc.
4$2640.0%ETFVery LowBoston, MA2026-10-26
Signature Resources Capital Management, LLC
1$660.0%ETFLowNewport Beach, CA2026-10-16
DecisionPoint Financial, LLC
1$660.0%ETFVery LowMesa, AZ2026-10-27
Maryland Capital Advisors Inc.
1$660.0%ETFVery LowChester, MD2026-10-15
Putney Financial Group LLC
1$660.0%GrowthLowSan Rafael, CA2026-10-30