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Portland General Electric Co (POR)

CUSIP: 736508847 | NYSE | Utilities · Utilities - Regulated Electric | Mid Cap | 1423 institutional holders

Quarters

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

Dimensional Fund Advisors LP1,907,516
0.0% of portfolio›$85.1M
Channing Capital Management, LLC860,738
1.0% of portfolio›$38.4M
MacKenzie Financial Corp708,193
0.0% of portfolio›$31.6M
Old Republic International Corp659,600
0.0% of portfolio›$29.4K
Principal Financial Group Inc614,430
0.0% of portfolio›$27.4M
ProShare Advisors LLC530,703
0.0% of portfolio›$23.7M
Wedge Capital Management L L P384,169
0.3% of portfolio›$17.1M
Leeward Investments, LLC - MA316,157
0.7% of portfolio›$14.1M
John G Ullman & Associates Inc198,179
1.1% of portfolio›$8.8M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS187,730
0.0% of portfolio›$8.4M
Congress Asset Management Co178,659
0.1% of portfolio›$8.0M
Creative Planning139,759
0.0% of portfolio›$6.2M
Moody Aldrich Partners LLC135,317
1.2% of portfolio›$6.0M
Sterling Capital Management LLC133,518
0.1% of portfolio›$6.0M
Retirement Systems of Alabama121,307
0.0% of portfolio›$5.4M
CWA Asset Management Group, LLC113,394
0.1% of portfolio›$5.1M
Martin Capital Partners, LLC108,585
1.7% of portfolio›$4.8M
1834 Investment Advisors Co100,332
0.5% of portfolio›$4.5M
Virginia Retirement Systems ET Al77,000
0.0% of portfolio›$3.4M
DekaBank Deutsche Girozentrale64,801
0.0% of portfolio›$2.9K
Alps Advisors Inc64,202
0.0% of portfolio›$2.9M
Citigroup Inc59,859
0.0% of portfolio›$2.7M
Carrera Capital Advisors53,661
0.3% of portfolio›$2.4M
Kestra Advisory Services, LLC51,451
0.0% of portfolio›$2.3M
Amalgamated Bank50,415
0.0% of portfolio›$2.3K
Strs Ohio49,400
0.0% of portfolio›$2.2M
Trust Co of Vermont47,707
0.1% of portfolio›$2.1M
Fideuram - Intesa Sanpaolo Private Banking S.P.A.47,197
0.1% of portfolio›$2.1M
Allspring Global Investments Holdings, LLC43,964
0.0% of portfolio›$2.0M
State of New Jersey Common Pension Fund D43,174
0.0% of portfolio›$1.9M
Truist Financial Corp42,198
0.0% of portfolio›$1.9M
Mutual of America Capital Management LLC41,686
0.0% of portfolio›$1.9M
Garton & Associates Financial Advisors LLC37,825
4.1% of portfolio›$1.7M
Wealth Enhancement Advisory Services, LLC37,166
0.0% of portfolio›$1.7M
Hennion & Walsh Asset Management, Inc.36,091
0.0% of portfolio›$1.6M
Louisiana State Employees Retirement System34,900
0.0% of portfolio›$1.6M
A. D. Beadell Investment Counsel, Inc.32,745
0.0% of portfolio›$1.5K
Arizona State Retirement System32,601
0.0% of portfolio›$1.5M
Yousif Capital Management, LLC31,678
0.0% of portfolio›$1.4M
Y-Intercept (Hong Kong) Ltd30,919
0.0% of portfolio›$1.4M
Vise Technologies, Inc.28,171
0.0% of portfolio›$1.3M
Ferguson Wellman Capital Management, Inc28,098
0.0% of portfolio›$1.3M
State of Michigan Retirement System27,600
0.0% of portfolio›$1.2M
Commonwealth Equity Services, LLC26,705
0.0% of portfolio›$1.2M
New York State Teachers Retirement System25,124
0.0% of portfolio›$1.1K
Oregon Public Employees Retirement Fund24,403
0.0% of portfolio›$1.1M
Nisa Investment Advisors, LLC24,147
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.22,262
0.0% of portfolio›$994
Farther Finance Advisors, LLC21,880
0.0% of portfolio›$976.5K
Pictet Asset Management Holding SA21,447
0.0% of portfolio›$957.2K
Atria Investments, Inc20,612
0.0% of portfolio›$919.9K
Park Avenue Securities LLC20,547
0.0% of portfolio›$917
OpenArc Corporate Advisory, LLC20,171
0.0% of portfolio›$900.2K
Choreo, LLC19,383
0.0% of portfolio›$865.0K
Oppenheimer Asset Management Inc.17,866
0.0% of portfolio›$797.4K
Investors Research Corp17,670
0.1% of portfolio›$788.6K
Exchange Traded Concepts, LLC17,303
0.0% of portfolio›$772.2K
Spirit of America Management Corp16,900
0.1% of portfolio›$754.2K
Xponance LLC16,612
0.0% of portfolio›$741.4K
Burney Co/15,574
0.0% of portfolio›$695.1K
State of Alaska, Department of Revenue14,774
0.0% of portfolio›$659
Cowa, LLC13,626
0.1% of portfolio›$608.1K
James Investment Research, Inc.13,015
0.1% of portfolio›$580.9K
Leonteq Securities AG12,985
0.0% of portfolio›$579.5K
Signaturefd, LLC11,875
0.0% of portfolio›$530.0K
Swiss Life Asset Management Ltd11,855
0.0% of portfolio›$529.1K
Brighton Jones LLC11,818
0.0% of portfolio›$527.4K
Keudell ison Wealth Management11,417
0.1% of portfolio›$509.6K
Asset Management One Co., Ltd.11,131
0.0% of portfolio›$496.8K
Ethic Inc.11,004
0.0% of portfolio›$491.1K
IFM Investors Pty Ltd10,793
0.0% of portfolio›$481.7K
Bank & Trust Co10,643
0.3% of portfolio›$475.0K
Sowell Financial Services LLC10,293
0.0% of portfolio›$459.4K
Quadrant Capital Group LLC10,168
0.0% of portfolio›$453.3K
First Pacific Financial9,873
0.0% of portfolio›$440.6K
Oliver Luxxe Assets LLC9,735
0.1% of portfolio›$434.5K
Outlook Wealth Advisors, LLC9,279
0.1% of portfolio›$414.1K
Atlas Private Wealth Advisors9,148
0.1% of portfolio›$408.3K
Michels Family Financial, LLC8,986
0.2% of portfolio›$401.1K
Intrua Financial, LLC8,863
0.0% of portfolio›$395.6K
HB Wealth Management, LLC7,108
0.0% of portfolio›$317.2K
Bailard, Inc.6,900
0.0% of portfolio›$307.9K
Crossmark Global Holdings, Inc.6,895
0.0% of portfolio›$307.7K
Canvas Wealth Advisors, LLC6,798
0.0% of portfolio›$300.4K
Brookstone Capital Management6,451
0.0% of portfolio›$287.9K
Parcion Private Wealth LLC6,381
0.0% of portfolio›$284.8K
Wedbush Securities Inc6,037
0.0% of portfolio›$269
Parallel Advisors, LLC5,927
0.0% of portfolio›$264.5K
Kingswood Wealth Advisors, LLC5,869
0.0% of portfolio›$261.9K
Regions Financial Corp5,559
0.0% of portfolio›$248.1K
Viking Fund Management LLC5,500
0.0% of portfolio›$245.5K
Jeppson Wealth Management, LLC5,376
0.1% of portfolio›$239.9K
Sigma Planning Corp5,302
0.0% of portfolio›$236.7K
Brucke Financial, Inc.5,160
0.1% of portfolio›$230.3K
Frank, Rimerman Advisors LLC5,082
0.0% of portfolio›$226.8K
Wetzel Investment Advisors, Inc.5,000
0.1% of portfolio›$225.9K
Inscription Capital, LLC4,916
0.0% of portfolio›$219.4K
Teza Capital Management LLC4,903
0.2% of portfolio›$218.8K
Johnson Bixby & Associates, LLC4,806
0.0% of portfolio›$214.5K
Gamma Investing LLC4,771
0.0% of portfolio›$212.9K
Provenance Wealth Advisors, LLC4,582
0.0% of portfolio›$204.5K
Citizens Financial Group Inc4,528
0.0% of portfolio›$202.1K
KBC Group NV4,519
0.0% of portfolio›$202
Profund Advisors LLC4,492
0.0% of portfolio›$200.5K
Pinnacle Wealth Planning Services, Inc.3,623
0.0% of portfolio›$161.7K
Covestor Ltd2,650
0.0% of portfolio›$119
Blue Trust, Inc.2,230
0.0% of portfolio›$99.5K
City State Bank2,135
0.0% of portfolio›$95.3K
Bayforest Capital Ltd2,121
0.1% of portfolio›$94.7K
Versant Capital Management, Inc2,107
0.0% of portfolio›$94.0K
IFP Advisors, Inc1,759
0.0% of portfolio›$78.5K
EverSource Wealth Advisors, LLC1,724
0.0% of portfolio›$76.9K
Eastern Bank1,600
0.0% of portfolio›$71.4K
State of Wyoming1,432
0.0% of portfolio›$63.9K
Lanark Financial, Inc.1,417
0.0% of portfolio›$63.2K
Tompkins Financial Corp1,100
0.0% of portfolio›$49.1K
Assetmark, Inc1,006
0.0% of portfolio›$44.9K
CGC Financial Services, LLC1,000
0.0% of portfolio›$44.6K
Hussman Strategic Advisors, Inc.1,000
0.0% of portfolio›$44.6K
Essential Partners LLC859
0.0% of portfolio›$38.3K
Root Financial Partners, LLC726
0.0% of portfolio›$32.4K
Parkside Financial Bank & Trust699
0.0% of portfolio›$31.2K
Mather Group, Llc.695
0.0% of portfolio›$31.0K
Harbor Capital Advisors, Inc.662
0.0% of portfolio›$30
Costello Asset Management, Inc660
0.0% of portfolio›$29.5K
Private Trust Co NA624
0.0% of portfolio›$27.8K
WPG Advisers, LLC554
0.0% of portfolio›$24.7K
Simplex Trading, LLC530
0.0% of portfolio›$23.7K
V-Square Quantitative Management LLC514
0.0% of portfolio›$22.9K
TD Waterhouse Canada Inc.500
0.0% of portfolio›$22.4K
Buck Wealth Strategies, LLC450
0.0% of portfolio›$20.1K
Bell Investment Advisors, Inc427
0.0% of portfolio›$19.1K
Global X Japan Co., Ltd.421
0.0% of portfolio›$18.8K
Silver Grove Financial Group, Inc.345
0.0% of portfolio›$15.4K
Capital Advisors, Ltd. LLC314
0.0% of portfolio›$14
Cedar Mountain Advisors, LLC297
0.0% of portfolio›$13.3K
MassMutual Private Wealth & Trust, FSB289
0.0% of portfolio›$12.9K
Mitsubishi UFJ Asset Management Co., Ltd.281
0.0% of portfolio›$12.5K
Rossby Financial, LCC271
0.0% of portfolio›$12.1K
Birch Financial Group, LLC244
0.0% of portfolio›$10.9K
Larson Financial Group LLC194
0.0% of portfolio›$8.7K
Physician Wealth Advisors, Inc.174
0.0% of portfolio›$7.8K
Activest Wealth Management173
0.0% of portfolio›$7.7K
Raleigh Capital Management Inc.167
0.0% of portfolio›$7.4K
SJS Investment Consulting Inc.161
0.0% of portfolio›$7.2K
GK Wealth Management LLC154
0.0% of portfolio›$6.9K
True Wealth Design, LLC135
0.0% of portfolio›$6.0K
Fortitude Family Office, LLC104
0.0% of portfolio›$4.6K
Signature Equity Partners, LLC103
0.0% of portfolio›$4.6K
Compass Financial Management LLC100
0.0% of portfolio›$4.5K
Farmers & Merchants Investments Inc98
0.0% of portfolio›$4.4K
Ascentis Wealth Management, LLC92
0.0% of portfolio›$4.1K
Proathlete Wealth Management LLC82
0.0% of portfolio›$3.7K
Creative Financial Designs Inc77
0.0% of portfolio›$3.5K
Owl Creek Wealth Partners LLC75
0.0% of portfolio›$3.3K
Meriwether Wealth & Planning, LLC68
0.0% of portfolio›$3.0K
JFS Wealth Advisors, LLC54
0.0% of portfolio›$2.4K
Bay Harbor Wealth Management, LLC54
0.0% of portfolio›$2.4K
Lloyd Advisory Services, Llc.53
0.0% of portfolio›$2.4K
First Horizon Corp49
0.0% of portfolio›$2.2K
TD Private Client Wealth LLC47
0.0% of portfolio›$2.1K
Pension & Wealth Management Advisors, Inc.47
0.0% of portfolio›$2.1K
SBI Securities Co., Ltd.37
0.0% of portfolio›$1.7K
Creative Capital Management Investments LLC29
0.0% of portfolio›$1.3K
Horizon Financial Services, LLC27
0.0% of portfolio›$1.2K
Spire Wealth Management26
0.0% of portfolio›$1.2K
Westside Investment Management, Inc.22
0.0% of portfolio›$982
Caitong International Asset Management Co., Ltd19
0.0% of portfolio›$848
Financial Network Wealth Advisors LLC16
0.0% of portfolio›$714
Key FInancial Inc15
0.0% of portfolio›$669
CoreCap Advisors, LLC14
0.0% of portfolio›$625
DiNuzzo Private Wealth, Inc.13
0.0% of portfolio›$581
Bare Financial Services, Inc11
0.0% of portfolio›$491
Financial Consulate, Inc10
0.0% of portfolio›$376
Elyxium Wealth, LLC10
0.0% of portfolio›$446
DecisionPoint Financial, LLC2
0.0% of portfolio›$90
Torren Management, LLC2
0.0% of portfolio›$79
Planning Strategies Inc.2
0.0% of portfolio›$89
Rakuten Securities, Inc.1
0.0% of portfolio›$45
Maryland Capital Advisors Inc.1
0.0% of portfolio›$45
Monetary Solutions, Ltd1
0.0% of portfolio›$45
American Capital Advisory, LLC1
0.0% of portfolio›$45
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,907,516$85.1M0.0%IndexLowAustin, TX2026-11-04
Channing Capital Management, LLC
860,738$38.4M1.0%ValueHighChicago, IL2026-11-02
MacKenzie Financial Corp
708,193$31.6M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Old Republic International Corp
659,600$29.4K0.0%YieldVery LowChicago, IL2026-10-26
Principal Financial Group Inc
614,430$27.4M0.0%CoreLowDes Moines, IA2026-11-02
ProShare Advisors LLC
530,703$23.7M0.0%GrowthLowBethesda, MD2026-10-29
Wedge Capital Management L L P
384,169$17.1M0.3%ValueMediumCharlotte, NC2026-10-13
Leeward Investments, LLC - MA
316,157$14.1M0.7%Deep ValueLowBoston, MA2026-10-23
John G Ullman & Associates Inc
198,179$8.8M1.1%CoreLowCorning, NY2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
187,730$8.4M0.0%CoreLowHarrisburg, PA2026-11-03
Congress Asset Management Co
178,659$8.0M0.1%GrowthMediumBoston, MA2026-10-06
Creative Planning
139,759$6.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Moody Aldrich Partners LLC
135,317$6.0M1.2%ValueHighMarblehead, MA2026-10-27
Sterling Capital Management LLC
133,518$6.0M0.1%GARPMediumCharlotte, NC2026-10-22
Retirement Systems of Alabama
121,307$5.4M0.0%IndexLowMontgomery, AL2026-11-04
CWA Asset Management Group, LLC
113,394$5.1M0.1%CoreMediumNaples, FL2026-10-19
Martin Capital Partners, LLC
108,585$4.8M1.7%YieldLowEugene, OR2026-10-07
1834 Investment Advisors Co
100,332$4.5M0.5%ValueLowMilwaukee, WI2026-10-16
Virginia Retirement Systems ET Al
77,000$3.4M0.0%CoreMediumRichmond, VA2026-10-28
DekaBank Deutsche Girozentrale
64,801$2.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Alps Advisors Inc
64,202$2.9M0.0%YieldLowDenver, CO2026-11-03
Citigroup Inc
59,859$2.7M0.0%CoreMediumNew York, NY2026-11-04
Carrera Capital Advisors
53,661$2.4M0.3%ETFMediumTroy, MI2026-11-03
Kestra Advisory Services, LLC
51,451$2.3M0.0%CoreLowAustin, TX2026-11-02
Amalgamated Bank
50,415$2.3K0.0%CoreVery LowNew York, NY2026-10-23
Strs Ohio
49,400$2.2M0.0%CoreMediumColumbus, OH2026-10-30
Trust Co of Vermont
47,707$2.1M0.1%CoreVery LowBrattleboro, VT2026-10-21
Fideuram - Intesa Sanpaolo Private Banking S.P.A.
47,197$2.1M0.1%CoreHighTurin, Latvia2026-10-22
Allspring Global Investments Holdings, LLC
43,964$2.0M0.0%CoreMediumCharlotte, NC2026-11-04
State of New Jersey Common Pension Fund D
43,174$1.9M0.0%CoreLowTrenton, NJ2026-11-05
Truist Financial Corp
42,198$1.9M0.0%CoreLowCharlotte, NC2026-10-30
Mutual of America Capital Management LLC
41,686$1.9M0.0%IndexLowNew York, NY2026-10-23
Garton & Associates Financial Advisors LLC
37,825$1.7M4.1%CoreMediumLouisville, KY2026-10-30
Wealth Enhancement Advisory Services, LLC
37,166$1.7M0.0%CoreLowPlymouth, MN2026-10-13
Hennion & Walsh Asset Management, Inc.
36,091$1.6M0.0%ValueMediumParsippany, NJ2026-10-13
Louisiana State Employees Retirement System
34,900$1.6M0.0%IndexLowBaton Rouge, LA2026-10-20
A. D. Beadell Investment Counsel, Inc.
32,745$1.5K0.0%ValueLowMequon, WI2026-10-14
Arizona State Retirement System
32,601$1.5M0.0%IndexVery LowPhoenix, AZ2026-11-03
Yousif Capital Management, LLC
31,678$1.4M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Y-Intercept (Hong Kong) Ltd
30,919$1.4M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Vise Technologies, Inc.
28,171$1.3M0.0%IndexLowNew York, NY2026-10-29
Ferguson Wellman Capital Management, Inc
28,098$1.3M0.0%CoreLowPortland, OR2026-10-05
State of Michigan Retirement System
27,600$1.2M0.0%IndexLowEast Lansing, MI2026-10-27
Commonwealth Equity Services, LLC
26,705$1.2M0.0%ETFLowWaltham, MA2026-11-02
New York State Teachers Retirement System
25,124$1.1K0.0%CoreVery LowAlbany, NY2026-10-22
Oregon Public Employees Retirement Fund
24,403$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Nisa Investment Advisors, LLC
24,147$1.1M0.0%IndexVery LowSt. Louis, MO2026-10-20
Cambridge Investment Research Advisors, Inc.
22,262$9940.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
21,880$976.5K0.0%IndexLowSan Francisco, CA2026-10-08
Pictet Asset Management Holding SA
21,447$957.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Atria Investments, Inc
20,612$919.9K0.0%CoreMediumCharlotte, NC2026-10-15
Park Avenue Securities LLC
20,547$9170.0%ETFMediumNew York, NY2026-10-26
OpenArc Corporate Advisory, LLC
20,171$900.2K0.0%GrowthLowAtlanta, GA2026-10-21
Choreo, LLC
19,383$865.0K0.0%IndexLowRockford, IL2026-10-28
Oppenheimer Asset Management Inc.
17,866$797.4K0.0%CoreMediumNew York, NY2026-10-27
Investors Research Corp
17,670$788.6K0.1%ETFLowAtlanta, GA2026-10-07
Exchange Traded Concepts, LLC
17,303$772.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
Spirit of America Management Corp
16,900$754.2K0.1%GARPLowSyosset, NY2026-10-14
Xponance LLC
16,612$741.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Burney Co/
15,574$695.1K0.0%GARPMediumReston, VA2026-10-15
State of Alaska, Department of Revenue
14,774$6590.0%CoreVery LowJuneau, AK2026-10-15
Cowa, LLC
13,626$608.1K0.1%ETFMediumTulsa, OK2026-10-30
James Investment Research, Inc.
13,015$580.9K0.1%CoreLowAlpha, OH2026-10-22
Leonteq Securities AG
12,985$579.5K0.0%CoreHighZurich, Switzerland2026-10-29
Signaturefd, LLC
11,875$530.0K0.0%IndexLowAtlanta, GA2026-10-23
Swiss Life Asset Management Ltd
11,855$529.1K0.0%CoreLowZurich, Switzerland2026-11-03
Brighton Jones LLC
11,818$527.4K0.0%CoreVery LowSeattle, WA2026-11-03
Keudell ison Wealth Management
11,417$509.6K0.1%ETFMediumSalem, OR2026-10-16
Asset Management One Co., Ltd.
11,131$496.8K0.0%IndexVery LowTokyo, Mexico2026-10-27
Ethic Inc.
11,004$491.1K0.0%CoreLowNew York, NY2026-11-03
IFM Investors Pty Ltd
10,793$481.7K0.0%IndexVery LowMelbourne, China2026-10-14
Bank & Trust Co
10,643$475.0K0.3%ValueVery LowLitchfield, IL2026-10-07
Sowell Financial Services LLC
10,293$459.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Quadrant Capital Group LLC
10,168$453.3K0.0%CoreLowCincinnati, OH2026-10-20
First Pacific Financial
9,873$440.6K0.0%ETFLowVancouver, WA2026-10-14
Oliver Luxxe Assets LLC
9,735$434.5K0.1%ValueMediumGladstone, NJ2026-10-14
Outlook Wealth Advisors, LLC
9,279$414.1K0.1%ETFMediumShenandoah, TX2026-10-28
Atlas Private Wealth Advisors
9,148$408.3K0.1%ETFLowRed Bank, NJ2026-10-23
Michels Family Financial, LLC
8,986$401.1K0.2%ETFLowFort Worth, TX2026-11-02
Intrua Financial, LLC
8,863$395.6K0.0%ETFMediumHouston, TX2026-10-28
HB Wealth Management, LLC
7,108$317.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Bailard, Inc.
6,900$307.9K0.0%GrowthMediumFoster City, CA2026-10-13
Crossmark Global Holdings, Inc.
6,895$307.7K0.0%GARPMediumHouston, TX2026-10-21
Canvas Wealth Advisors, LLC
6,798$300.4K0.0%GrowthLowShawnee, KS2026-11-02
Brookstone Capital Management
6,451$287.9K0.0%ETFMediumWheaton, IL2026-10-22
Parcion Private Wealth LLC
6,381$284.8K0.0%CoreMediumBellevue, WA2026-10-28
Wedbush Securities Inc
6,037$2690.0%CoreLowPasadena, CA2026-10-22
Parallel Advisors, LLC
5,927$264.5K0.0%IndexLowSan Francisco, CA2026-11-03
Kingswood Wealth Advisors, LLC
5,869$261.9K0.0%GrowthLowSan Diego, CA2026-10-23
Regions Financial Corp
5,559$248.1K0.0%CoreLowBirmingham, AL2026-11-05
Viking Fund Management LLC
5,500$245.5K0.0%YieldMediumMinot, ND2026-10-14
Jeppson Wealth Management, LLC
5,376$239.9K0.1%CoreLowManhattan Beach, CA2026-10-20
Sigma Planning Corp
5,302$236.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Brucke Financial, Inc.
5,160$230.3K0.1%GrowthMediumIndianapolis, IN2026-10-23
Frank, Rimerman Advisors LLC
5,082$226.8K0.0%GrowthLowPalo Alto, CA2026-10-16
Wetzel Investment Advisors, Inc.
5,000$225.9K0.1%ETFLowIndianapolis, IN2026-10-13
Inscription Capital, LLC
4,916$219.4K0.0%GARPMediumHouston, TX2026-11-02
Teza Capital Management LLC
4,903$218.8K0.2%ValueHighAustin, TX2026-10-23
Johnson Bixby & Associates, LLC
4,806$214.5K0.0%ETFMediumVancouver, WA2026-10-14
Gamma Investing LLC
4,771$212.9K0.0%IndexVery LowFoster City, CA2026-10-08
Provenance Wealth Advisors, LLC
4,582$204.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
Citizens Financial Group Inc
4,528$202.1K0.0%GrowthLowProvidence, RI2026-10-23
KBC Group NV
4,519$2020.0%CoreMediumBrussels, Czech Republic2026-10-22
Profund Advisors LLC
4,492$200.5K0.0%GrowthLowBethesda, MD2026-10-29
Pinnacle Wealth Planning Services, Inc.
3,623$161.7K0.0%GARPLowMansfield, OH2026-10-27
Covestor Ltd
2,650$1190.0%ValueHighLondon, United Kingdom2026-10-30
Blue Trust, Inc.
2,230$99.5K0.0%ETFLowBrentwood, TN2026-10-15
City State Bank
2,135$95.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Bayforest Capital Ltd
2,121$94.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Versant Capital Management, Inc
2,107$94.0K0.0%GARPLowPhoenix, AZ2026-10-02
IFP Advisors, Inc
1,759$78.5K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
1,724$76.9K0.0%CoreMediumBirmingham, AL2026-11-04
Eastern Bank
1,600$71.4K0.0%GrowthMediumBoston, MA2026-10-05
State of Wyoming
1,432$63.9K0.0%ValueHighCheyenne, WY2026-10-28
Lanark Financial, Inc.
1,417$63.2K0.0%CoreMediumBirmingham, AL2026-10-26
Tompkins Financial Corp
1,100$49.1K0.0%CoreLowIthaca, NY2026-10-05
Assetmark, Inc
1,006$44.9K0.0%ETFLowConcord, CA2026-10-21
CGC Financial Services, LLC
1,000$44.6K0.0%ETFLowLake Oswego, OR2026-10-13
Hussman Strategic Advisors, Inc.
1,000$44.6K0.0%YieldVery HighEllicott City, MD2026-11-02
Essential Partners LLC
859$38.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Root Financial Partners, LLC
726$32.4K0.0%ETFMediumEncinitas, CA2026-10-21
Parkside Financial Bank & Trust
699$31.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Mather Group, Llc.
695$31.0K0.0%ETFMediumChicago, IL2026-10-14
Harbor Capital Advisors, Inc.
662$300.0%ValueHighChicago, IL2026-10-22
Costello Asset Management, Inc
660$29.5K0.0%CoreLowFeasterville, PA2026-10-30
Private Trust Co NA
624$27.8K0.0%CoreLowCleveland, OH2026-10-20
WPG Advisers, LLC
554$24.7K0.0%CoreLowBaltimore, MD2026-10-27
Simplex Trading, LLC
530$23.7K0.0%CoreVery HighChicago, IL2026-11-04
V-Square Quantitative Management LLC
514$22.9K0.0%CoreLowChicago, IL2026-10-15
TD Waterhouse Canada Inc.
500$22.4K0.0%CoreLowToronto, Australia2026-10-16
Buck Wealth Strategies, LLC
450$20.1K0.0%ValueMediumDenver, CO2026-10-28
Bell Investment Advisors, Inc
427$19.1K0.0%ETFVery LowOrinda, CA2026-10-29
Global X Japan Co., Ltd.
421$18.8K0.0%Agg GrowthMediumChiyoda-Ku, Tokyo, Mexico2026-10-21
Silver Grove Financial Group, Inc.
345$15.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Capital Advisors, Ltd. LLC
314$140.0%ETFLowShaker Heights, OH2026-10-27
Cedar Mountain Advisors, LLC
297$13.3K0.0%ETFVery LowLake Oswego, OR2026-10-15
MassMutual Private Wealth & Trust, FSB
289$12.9K0.0%CoreLowSpringfield, MA2026-10-05
Mitsubishi UFJ Asset Management Co., Ltd.
281$12.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Rossby Financial, LCC
271$12.1K0.0%ETFMediumMelbourne, FL2026-11-05
Birch Financial Group, LLC
244$10.9K0.0%CoreLowKeene, NH2026-10-27
Larson Financial Group LLC
194$8.7K0.0%GrowthLowSt Louis, MO2026-11-05
Physician Wealth Advisors, Inc.
174$7.8K0.0%ETFMediumMidvale, UT2026-10-20
Activest Wealth Management
173$7.7K0.0%ETFLowAventura, FL2026-10-15
Raleigh Capital Management Inc.
167$7.4K0.0%CoreMediumCary, NC2026-10-28
SJS Investment Consulting Inc.
161$7.2K0.0%ETFVery LowSylvania, OH2026-10-26
GK Wealth Management LLC
154$6.9K0.0%GARPVery HighReno, NV2026-10-09
True Wealth Design, LLC
135$6.0K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
104$4.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Signature Equity Partners, LLC
103$4.6K0.0%GrowthMediumColumbus, OH2026-10-29
Compass Financial Management LLC
100$4.5K0.0%CoreN/ATampa, FL2026-10-30
Farmers & Merchants Investments Inc
98$4.4K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
92$4.1K0.0%Agg GrowthLowDallas, TX2026-11-03
Proathlete Wealth Management LLC
82$3.7K0.0%ETFVery LowBoca Raton, FL2026-10-15
Creative Financial Designs Inc
77$3.5K0.0%ETFMediumKokomo, IN2026-11-04
Owl Creek Wealth Partners LLC
75$3.3K0.0%IndexLowGreenwood Village, CO2026-10-20
Meriwether Wealth & Planning, LLC
68$3.0K0.0%ETFMediumMinden, LA2026-10-13
JFS Wealth Advisors, LLC
54$2.4K0.0%ETFVery LowHermitage, PA2026-11-03
Bay Harbor Wealth Management, LLC
54$2.4K0.0%ETFMediumHunt Valley, MD2026-11-03
Lloyd Advisory Services, Llc.
53$2.4K0.0%ETFVery HighSuwanee, GA2026-11-02
First Horizon Corp
49$2.2K0.0%CoreLowMemphis, TN2026-10-26
TD Private Client Wealth LLC
47$2.1K0.0%ETFLowNew York, NY2026-10-28
Pension & Wealth Management Advisors, Inc.
47$2.1K0.0%ETFLowWaltham, MA2026-10-16
SBI Securities Co., Ltd.
37$1.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Creative Capital Management Investments LLC
29$1.3K0.0%ETFLowSan Diego, CA2026-10-28
Horizon Financial Services, LLC
27$1.2K0.0%ETFLowWinston Salem, NC2026-11-04
Spire Wealth Management
26$1.2K0.0%GrowthMediumMclean, VA2026-10-30
Westside Investment Management, Inc.
22$9820.0%GrowthLowSanta Monica, CA2026-11-02
Caitong International Asset Management Co., Ltd
19$8480.0%GrowthVery HighHong Kong, South Korea2026-10-29
Financial Network Wealth Advisors LLC
16$7140.0%ETFLowMurray, UT2026-10-28
Key FInancial Inc
15$6690.0%ETFLowWest Chester, PA2026-11-02
CoreCap Advisors, LLC
14$6250.0%ETFMediumSouthfield, MI2026-10-08
DiNuzzo Private Wealth, Inc.
13$5810.0%ETFLowBeaver, PA2026-10-16
Bare Financial Services, Inc
11$4910.0%ETFVery LowGap, PA2026-11-04
Financial Consulate, Inc
10$3760.0%ETFLowHunt Valley, MD2026-10-23
Elyxium Wealth, LLC
10$4460.0%GrowthVery LowBeverly Hills, CA2026-10-27
DecisionPoint Financial, LLC
2$900.0%ETFVery LowMesa, AZ2026-10-27
Torren Management, LLC
2$790.0%ETFMediumSan Diego, CA2026-10-29
Planning Strategies Inc.
2$890.0%ETFN/ALancaster, PA2026-10-02
Rakuten Securities, Inc.
1$450.0%Agg GrowthHighTokyo, Mexico2026-11-02
Maryland Capital Advisors Inc.
1$450.0%ETFVery LowChester, MD2026-10-15
Monetary Solutions, Ltd
1$450.0%ETFVery LowDayton, OH2026-10-22
American Capital Advisory, LLC
1$450.0%ETFLowKetchum, ID2026-10-28