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Primoris Services Corp (PRIM)

CUSIP: 74164F103 | NYSE | Industrials · Engineering & Construction | Mid Cap | 1181 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFuller & Thaler Asset Management, Inc.1,9120.0%Newly reportedJun 30, 202691d ahead of 13F (2,966,901 sh) · −2,964,989
13G/AFuller & Thaler Asset Management, Inc.1,912
0.0% of class · Jun 30, 2026Newly reported
91d ahead of 13F (2,966,901 sh) · −2,964,989

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,662,215
0.0% of portfolio›$123.9M
Van Berkom & Associates Inc.845,215
0.0% of portfolio›$63.0K
Vontobel Holding Ltd.452,306
0.1% of portfolio›$33.7M
Hennessy Advisors Inc368,400
1.0% of portfolio›$27.5M
Citigroup Inc360,847
0.0% of portfolio›$26.9M
MacKenzie Financial Corp264,115
0.0% of portfolio›$19.7M
Principal Financial Group Inc255,368
0.0% of portfolio›$19.0M
Allspring Global Investments Holdings, LLC226,769
0.0% of portfolio›$17.3M
DekaBank Deutsche Girozentrale201,086
0.0% of portfolio›$14.9K
Penn Capital Management Company, LLC139,153
0.8% of portfolio›$10.4M
Pictet Asset Management Holding SA119,803
0.0% of portfolio›$8.9M
Raiffeisen Bank International AG98,000
0.1% of portfolio›$7.3M
Swedbank AB55,000
0.0% of portfolio›$4.1M
Y-Intercept (Hong Kong) Ltd51,871
0.1% of portfolio›$3.9M
CenterBook Partners LP51,575
0.2% of portfolio›$3.8M
A. D. Beadell Investment Counsel, Inc.50,505
0.0% of portfolio›$3.8K
Vest Financial, LLC42,813
0.0% of portfolio›$3.2M
Creative Planning37,975
0.0% of portfolio›$2.8M
J. Safra Sarasin Holding AG35,332
0.0% of portfolio›$2.6M
RPG Investment Advisory, LLC34,075
0.5% of portfolio›$2.5M
Freedom Day Solutions, LLC29,074
0.5% of portfolio›$2.2M
West Tower Group, LLC25,772
7.1% of portfolio›$1.9M
Oak Thistle LLC23,244
0.2% of portfolio›$1.7M
Louisiana State Employees Retirement System22,900
0.0% of portfolio›$1.7M
Bourgeon Capital Management LLC20,945
0.2% of portfolio›$1.6M
Pekin Hardy Strauss, Inc.19,860
0.1% of portfolio›$1.5M
State of New Jersey Common Pension Fund D18,215
0.0% of portfolio›$1.4M
Tectonic Advisors LLC16,319
0.1% of portfolio›$1.2M
Amalgamated Bank15,587
0.0% of portfolio›$1.2K
Arizona State Retirement System15,282
0.0% of portfolio›$1.1M
Park Avenue Securities LLC14,671
0.0% of portfolio›$1.1K
Yousif Capital Management, LLC14,257
0.0% of portfolio›$1.1M
New York State Teachers Retirement System13,500
0.0% of portfolio›$1.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS12,684
0.0% of portfolio›$945.2K
AMI Asset Management Corp12,638
0.1% of portfolio›$941.8K
Oregon Public Employees Retirement Fund12,112
0.0% of portfolio›$902.6K
Asset Management One Co., Ltd.11,957
0.0% of portfolio›$891.0K
Capelight Capital Asset Management LP10,000
0.3% of portfolio›$745.2K
State of Alaska, Department of Revenue9,044
0.0% of portfolio›$673
Wealth Enhancement Advisory Services, LLC9,033
0.0% of portfolio›$746.6K
Inspire Investing, LLC8,371
0.0% of portfolio›$623.8K
Total Wealth Planning & Management, Inc.8,337
0.5% of portfolio›$621.3K
Mutual of America Capital Management LLC6,680
0.0% of portfolio›$497.8K
Horizons Wealth Management6,343
0.3% of portfolio›$472.7K
Lido Advisors, LLC6,244
0.0% of portfolio›$465.3K
Sheets Smith Wealth Management6,242
0.0% of portfolio›$465.2K
Fulcrum Asset Management LLP6,035
0.0% of portfolio›$448.3K
Lecap Asset Management LTD5,458
0.2% of portfolio›$406.7K
Daiwa Securities Group Inc.5,313
0.0% of portfolio›$395.9K
Ifrah Financial Services, Inc.5,289
0.1% of portfolio›$394.1K
Cambridge Investment Research Advisors, Inc.4,802
0.0% of portfolio›$358
Ethic Inc.4,588
0.0% of portfolio›$341.9K
Kestra Advisory Services, LLC4,491
0.0% of portfolio›$334.7K
Elevation Point Wealth Partners, LLC4,433
0.0% of portfolio›$330.4K
Yorktown Management & Research Co Inc4,100
0.2% of portfolio›$305.5K
Xponance LLC4,017
0.0% of portfolio›$299.3K
Uncommon Cents Investing Inc3,985
0.1% of portfolio›$297.0K
Swiss Life Asset Management Ltd3,855
0.0% of portfolio›$287.3K
Davenport & Co LLC3,627
0.0% of portfolio›$270.3K
Virginia Retirement Systems ET Al3,600
0.0% of portfolio›$268.3K
Simon Quick Advisors, LLC3,454
0.0% of portfolio›$257.4K
Aaron Wealth Advisors LLC3,417
0.0% of portfolio›$254.6K
Keybank National Association3,351
0.0% of portfolio›$249.7K
Apeiron RIA LLC3,226
0.1% of portfolio›$246.0K
AlphaCore Capital LLC3,195
0.0% of portfolio›$238.1K
Victory Financial Group, LLC2,973
0.0% of portfolio›$221.5K
Crossmark Global Holdings, Inc.2,968
0.0% of portfolio›$221.2K
Pension & Wealth Management Advisors, Inc.2,857
0.0% of portfolio›$212.9K
PFW Advisors LLC2,842
0.1% of portfolio›$211.8K
Farther Finance Advisors, LLC2,764
0.0% of portfolio›$206.0K
Canton Hathaway, LLC2,500
0.0% of portfolio›$186.3K
KBC Group NV1,824
0.0% of portfolio›$136
Antipodes Partners Ltd1,708
0.0% of portfolio›$127.3K
Sterling Capital Management LLC1,485
0.0% of portfolio›$110.7K
Archer Investment Corp1,450
0.0% of portfolio›$108.1K
Parkside Financial Bank & Trust1,444
0.0% of portfolio›$107.6K
Versant Capital Management, Inc864
0.0% of portfolio›$64.4K
Parallel Advisors, LLC859
0.0% of portfolio›$64.0K
Hazlett, Burt & Watson, Inc.845
0.0% of portfolio›$62
Gamma Investing LLC815
0.0% of portfolio›$60.7K
Strs Ohio738
0.0% of portfolio›$55.0K
Bayforest Capital Ltd697
0.1% of portfolio›$51.9K
OP Asset Management Ltd655
0.0% of portfolio›$48.8K
Nisa Investment Advisors, LLC645
0.0% of portfolio›$48.1K
Signaturefd, LLC576
0.0% of portfolio›$42.9K
Salomon & Ludwin, LLC377
0.0% of portfolio›$28.1K
Mather Group, Llc.320
0.0% of portfolio›$23.8K
Covestor Ltd307
0.0% of portfolio›$23
Assetmark, Inc289
0.0% of portfolio›$21.5K
Pinnacle Wealth Planning Services, Inc.246
0.0% of portfolio›$18.3K
Bare Financial Services, Inc231
0.0% of portfolio›$17.2K
Prudent Man Investment Management, Inc.146
0.0% of portfolio›$10.9K
Mitsubishi UFJ Asset Management Co., Ltd.135
0.0% of portfolio›$10.1K
Root Financial Partners, LLC124
0.0% of portfolio›$9.2K
WPG Advisers, LLC119
0.0% of portfolio›$8.9K
Mascoma Wealth Management LLC108
0.0% of portfolio›$8.0K
Caitong International Asset Management Co., Ltd104
0.0% of portfolio›$7.8K
Rakuten Securities, Inc.102
0.0% of portfolio›$7.6K
Private Trust Co NA97
0.0% of portfolio›$7.2K
SBI Securities Co., Ltd.83
0.0% of portfolio›$6.2K
Private Wealth Management Group, LLC82
0.0% of portfolio›$6.1K
American National Bank & Trust72
0.0% of portfolio›$5.4K
IFP Advisors, Inc71
0.0% of portfolio›$5.3K
EverSource Wealth Advisors, LLC68
0.0% of portfolio›$5.1K
Farmers & Merchants Investments Inc52
0.0% of portfolio›$3.9K
Hilton Head Capital Partners, LLC50
0.0% of portfolio›$3.7K
MassMutual Private Wealth & Trust, FSB49
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC47
0.0% of portfolio›$3.5K
UMB Private Wealth Management, LLC40
0.0% of portfolio›$3.0K
GK Wealth Management LLC37
0.0% of portfolio›$2.8K
JFS Wealth Advisors, LLC36
0.0% of portfolio›$2.7K
Bokf, NA28
0.0% of portfolio›$2.1K
Manchester Capital Management LLC23
0.0% of portfolio›$1.7K
Westside Investment Management, Inc.20
0.0% of portfolio›$1.5K
Physician Wealth Advisors, Inc.14
0.0% of portfolio›$1.0K
Cromwell Holdings LLC13
0.0% of portfolio›$970
CoreCap Advisors, LLC12
0.0% of portfolio›$894
Creative Financial Designs Inc11
0.0% of portfolio›$820
Gilpin Wealth Management, LLC11
0.0% of portfolio›$820
Ascentis Wealth Management, LLC10
0.0% of portfolio›$745
Cedar Mountain Advisors, LLC9
0.0% of portfolio›$671
Noble Wealth Management PBC8
0.0% of portfolio›$596
SJS Investment Consulting Inc.8
0.0% of portfolio›$597
Provenance Wealth Advisors, LLC7
0.0% of portfolio›$522
DiNuzzo Private Wealth, Inc.6
0.0% of portfolio›$448
Bell Investment Advisors, Inc6
0.0% of portfolio›$448
Trust Co5
0.0% of portfolio›$373
Financial Consulate, Inc5
0.0% of portfolio›$373
True Wealth Design, LLC5
0.0% of portfolio›$373
Creative Capital Management Investments LLC4
0.0% of portfolio›$298
Proathlete Wealth Management LLC4
0.0% of portfolio›$298
Abound Wealth Management3
0.0% of portfolio›$224
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$224
James T. Borello RIA2
0.0% of portfolio›$149
Hughes Financial Services, LLC1
0.0% of portfolio›$76
Maryland Capital Advisors Inc.1
0.0% of portfolio›$75
DecisionPoint Financial, LLC1
0.0% of portfolio›$77
Cullen T Bankers, Inc.0
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,662,215$123.9M0.0%IndexLowAustin, TX2026-11-04
Van Berkom & Associates Inc.
845,215$63.0K0.0%Deep ValueMediumMontreal, Austria2026-11-04
Vontobel Holding Ltd.
452,306$33.7M0.1%CoreMediumZurich, Switzerland2026-10-16
Hennessy Advisors Inc
368,400$27.5M1.0%Deep ValueMediumNovato, CA2026-10-28
Citigroup Inc
360,847$26.9M0.0%CoreMediumNew York, NY2026-11-04
MacKenzie Financial Corp
264,115$19.7M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Principal Financial Group Inc
255,368$19.0M0.0%CoreLowDes Moines, IA2026-11-02
Allspring Global Investments Holdings, LLC
226,769$17.3M0.0%CoreMediumCharlotte, NC2026-11-04
DekaBank Deutsche Girozentrale
201,086$14.9K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Penn Capital Management Company, LLC
139,153$10.4M0.8%ValueHighPhiladelphia, PA2026-11-04
Pictet Asset Management Holding SA
119,803$8.9M0.0%GrowthMediumCarouge, Switzerland2026-11-03
Raiffeisen Bank International AG
98,000$7.3M0.1%GrowthMediumVienna, Chile2026-10-28
Swedbank AB
55,000$4.1M0.0%GrowthLowStockholm, Sweden2026-10-27
Y-Intercept (Hong Kong) Ltd
51,871$3.9M0.1%ValueVery HighHong Kong, South Korea2026-10-16
CenterBook Partners LP
51,575$3.8M0.2%ValueVery HighGreenwich, CT2026-11-02
A. D. Beadell Investment Counsel, Inc.
50,505$3.8K0.0%ValueLowMequon, WI2026-10-14
Vest Financial, LLC
42,813$3.2M0.0%ValueMediumMclean, VA2026-10-21
Creative Planning
37,975$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
J. Safra Sarasin Holding AG
35,332$2.6M0.0%CoreMediumBasel, Switzerland2026-10-26
RPG Investment Advisory, LLC
34,075$2.5M0.5%GrowthLowPleasanton, CA2026-10-21
Freedom Day Solutions, LLC
29,074$2.2M0.5%CoreLowHouston, TX2026-10-20
West Tower Group, LLC
25,772$1.9M7.1%Deep ValueHighRichmond, VA2026-10-14
Oak Thistle LLC
23,244$1.7M0.2%ValueVery HighNew York, NY2026-10-21
Louisiana State Employees Retirement System
22,900$1.7M0.0%IndexLowBaton Rouge, LA2026-10-20
Bourgeon Capital Management LLC
20,945$1.6M0.2%CoreMediumDarien, CT2026-10-19
Pekin Hardy Strauss, Inc.
19,860$1.5M0.1%ValueMediumChicago, IL2026-11-02
State of New Jersey Common Pension Fund D
18,215$1.4M0.0%CoreLowTrenton, NJ2026-11-05
Tectonic Advisors LLC
16,319$1.2M0.1%YieldLowFrisco, TX2026-10-22
Amalgamated Bank
15,587$1.2K0.0%CoreVery LowNew York, NY2026-10-23
Arizona State Retirement System
15,282$1.1M0.0%IndexVery LowPhoenix, AZ2026-11-03
Park Avenue Securities LLC
14,671$1.1K0.0%ETFMediumNew York, NY2026-10-26
Yousif Capital Management, LLC
14,257$1.1M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
New York State Teachers Retirement System
13,500$1.0K0.0%CoreVery LowAlbany, NY2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
12,684$945.2K0.0%CoreLowHarrisburg, PA2026-11-03
AMI Asset Management Corp
12,638$941.8K0.1%GrowthMediumLos Angeles, CA2026-10-20
Oregon Public Employees Retirement Fund
12,112$902.6K0.0%IndexVery LowTigard, OR2026-10-30
Asset Management One Co., Ltd.
11,957$891.0K0.0%IndexVery LowTokyo, Mexico2026-10-27
Capelight Capital Asset Management LP
10,000$745.2K0.3%Agg GrowthHighNew York, NY2026-10-23
State of Alaska, Department of Revenue
9,044$6730.0%CoreVery LowJuneau, AK2026-10-15
Wealth Enhancement Advisory Services, LLC
9,033$746.6K0.0%CoreLowPlymouth, MN2026-10-13
Inspire Investing, LLC
8,371$623.8K0.0%GARPHighMeridian, ID2026-10-22
Total Wealth Planning & Management, Inc.
8,337$621.3K0.5%CoreMediumPonte Vedra Beach, FL2026-10-23
Mutual of America Capital Management LLC
6,680$497.8K0.0%IndexLowNew York, NY2026-10-23
Horizons Wealth Management
6,343$472.7K0.3%ETFLowAsheville, NC2026-10-05
Lido Advisors, LLC
6,244$465.3K0.0%GrowthLowLos Angeles, CA2026-11-04
Sheets Smith Wealth Management
6,242$465.2K0.0%CoreLowWinston-Salem, NC2026-10-16
Fulcrum Asset Management LLP
6,035$448.3K0.0%CoreMediumLondon, United Kingdom2026-11-04
Lecap Asset Management LTD
5,458$406.7K0.2%ValueVery HighLondon, United Kingdom2026-10-27
Daiwa Securities Group Inc.
5,313$395.9K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Ifrah Financial Services, Inc.
5,289$394.1K0.1%ETFLowLittle Rock, AR2026-10-13
Cambridge Investment Research Advisors, Inc.
4,802$3580.0%ETFLowFairfield, IA2026-11-02
Ethic Inc.
4,588$341.9K0.0%CoreLowNew York, NY2026-11-03
Kestra Advisory Services, LLC
4,491$334.7K0.0%CoreLowAustin, TX2026-11-02
Elevation Point Wealth Partners, LLC
4,433$330.4K0.0%CoreHighDenver, CO2026-11-05
Yorktown Management & Research Co Inc
4,100$305.5K0.2%MomentumMediumForest, VA2026-10-28
Xponance LLC
4,017$299.3K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Uncommon Cents Investing Inc
3,985$297.0K0.1%ValueVery LowJanesville, WI2026-10-20
Swiss Life Asset Management Ltd
3,855$287.3K0.0%CoreLowZurich, Switzerland2026-11-03
Davenport & Co LLC
3,627$270.3K0.0%CoreMediumRichmond, VA2026-10-14
Virginia Retirement Systems ET Al
3,600$268.3K0.0%CoreMediumRichmond, VA2026-10-28
Simon Quick Advisors, LLC
3,454$257.4K0.0%ETFLowMorristown, NJ2026-10-26
Aaron Wealth Advisors LLC
3,417$254.6K0.0%GrowthMediumChicago, IL2026-10-13
Keybank National Association
3,351$249.7K0.0%CoreLowBrooklyn, OH2026-11-04
Apeiron RIA LLC
3,226$246.0K0.1%ETFMediumDallas, TX2026-10-08
AlphaCore Capital LLC
3,195$238.1K0.0%ETFLowLa Jolla, CA2026-11-04
Victory Financial Group, LLC
2,973$221.5K0.0%ETFLowAustin, TX2026-10-27
Crossmark Global Holdings, Inc.
2,968$221.2K0.0%GARPMediumHouston, TX2026-10-21
Pension & Wealth Management Advisors, Inc.
2,857$212.9K0.0%ETFLowWaltham, MA2026-10-16
PFW Advisors LLC
2,842$211.8K0.1%CoreLowAtlanta, GA2026-10-07
Farther Finance Advisors, LLC
2,764$206.0K0.0%IndexLowSan Francisco, CA2026-10-08
Canton Hathaway, LLC
2,500$186.3K0.0%ValueLowProvidence, RI2026-10-23
KBC Group NV
1,824$1360.0%CoreMediumBrussels, Czech Republic2026-10-22
Antipodes Partners Ltd
1,708$127.3K0.0%ValueHighRoyal Exchange, China2026-11-05
Sterling Capital Management LLC
1,485$110.7K0.0%GARPMediumCharlotte, NC2026-10-22
Archer Investment Corp
1,450$108.1K0.0%CoreMediumCarmel, IN2026-11-05
Parkside Financial Bank & Trust
1,444$107.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Versant Capital Management, Inc
864$64.4K0.0%GARPLowPhoenix, AZ2026-10-02
Parallel Advisors, LLC
859$64.0K0.0%IndexLowSan Francisco, CA2026-11-03
Hazlett, Burt & Watson, Inc.
845$620.0%CoreVery LowWheeling, WV2026-11-04
Gamma Investing LLC
815$60.7K0.0%IndexVery LowFoster City, CA2026-10-08
Strs Ohio
738$55.0K0.0%CoreMediumColumbus, OH2026-10-30
Bayforest Capital Ltd
697$51.9K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
OP Asset Management Ltd
655$48.8K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Nisa Investment Advisors, LLC
645$48.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Signaturefd, LLC
576$42.9K0.0%IndexLowAtlanta, GA2026-10-23
Salomon & Ludwin, LLC
377$28.1K0.0%ETFVery LowRichmond, VA2026-10-29
Mather Group, Llc.
320$23.8K0.0%ETFMediumChicago, IL2026-10-14
Covestor Ltd
307$230.0%ValueHighLondon, United Kingdom2026-10-30
Assetmark, Inc
289$21.5K0.0%ETFLowConcord, CA2026-10-21
Pinnacle Wealth Planning Services, Inc.
246$18.3K0.0%GARPLowMansfield, OH2026-10-27
Bare Financial Services, Inc
231$17.2K0.0%ETFVery LowGap, PA2026-11-04
Prudent Man Investment Management, Inc.
146$10.9K0.0%ETFVery LowLouisville, CO2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.
135$10.1K0.0%IndexVery LowTokyo, Mexico2026-11-05
Root Financial Partners, LLC
124$9.2K0.0%ETFMediumEncinitas, CA2026-10-21
WPG Advisers, LLC
119$8.9K0.0%CoreLowBaltimore, MD2026-10-27
Mascoma Wealth Management LLC
108$8.0K0.0%ETFVery LowHanover, NH2026-10-23
Caitong International Asset Management Co., Ltd
104$7.8K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Rakuten Securities, Inc.
102$7.6K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
Private Trust Co NA
97$7.2K0.0%CoreLowCleveland, OH2026-10-20
SBI Securities Co., Ltd.
83$6.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Private Wealth Management Group, LLC
82$6.1K0.0%ETFLowPrinceton, NJ2026-10-19
American National Bank & Trust
72$5.4K0.0%CoreVery LowWichita Falls, TX2026-10-07
IFP Advisors, Inc
71$5.3K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
68$5.1K0.0%CoreMediumBirmingham, AL2026-11-04
Farmers & Merchants Investments Inc
52$3.9K0.0%CoreVery LowLincoln, NE2026-10-22
Hilton Head Capital Partners, LLC
50$3.7K0.0%CoreMediumHilton Head Island, SC2026-10-23
MassMutual Private Wealth & Trust, FSB
49$3.7K0.0%CoreLowSpringfield, MA2026-10-05
Fortitude Family Office, LLC
47$3.5K0.0%ETFMediumScottsdale, AZ2026-10-14
UMB Private Wealth Management, LLC
40$3.0K0.0%GrowthN/AKansas City, MO2026-10-19
GK Wealth Management LLC
37$2.8K0.0%GARPVery HighReno, NV2026-10-09
JFS Wealth Advisors, LLC
36$2.7K0.0%ETFVery LowHermitage, PA2026-11-03
Bokf, NA
28$2.1K0.0%CoreLowTulsa, OK2026-10-27
Manchester Capital Management LLC
23$1.7K0.0%CoreLowManchester, VT2026-10-22
Westside Investment Management, Inc.
20$1.5K0.0%GrowthLowSanta Monica, CA2026-11-02
Physician Wealth Advisors, Inc.
14$1.0K0.0%ETFMediumMidvale, UT2026-10-20
Cromwell Holdings LLC
13$9700.0%IndexLowJackson, WY2026-10-28
CoreCap Advisors, LLC
12$8940.0%ETFMediumSouthfield, MI2026-10-08
Creative Financial Designs Inc
11$8200.0%ETFMediumKokomo, IN2026-11-04
Gilpin Wealth Management, LLC
11$8200.0%GrowthLowDenver, CO2026-10-09
Ascentis Wealth Management, LLC
10$7450.0%Agg GrowthLowDallas, TX2026-11-03
Cedar Mountain Advisors, LLC
9$6710.0%ETFVery LowLake Oswego, OR2026-10-15
Noble Wealth Management PBC
8$5960.0%YieldMediumGreenwood Village, CO2026-10-01
SJS Investment Consulting Inc.
8$5970.0%ETFVery LowSylvania, OH2026-10-26
Provenance Wealth Advisors, LLC
7$5220.0%ETFLowFort Lauderdale, FL2026-10-30
DiNuzzo Private Wealth, Inc.
6$4480.0%ETFLowBeaver, PA2026-10-16
Bell Investment Advisors, Inc
6$4480.0%ETFVery LowOrinda, CA2026-10-29
Trust Co
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Financial Consulate, Inc
5$3730.0%ETFLowHunt Valley, MD2026-10-23
True Wealth Design, LLC
5$3730.0%ETFMediumAkron, OH2026-10-13
Creative Capital Management Investments LLC
4$2980.0%ETFLowSan Diego, CA2026-10-28
Proathlete Wealth Management LLC
4$2980.0%ETFVery LowBoca Raton, FL2026-10-15
Abound Wealth Management
3$2240.0%ETFVery LowFranklin, TN2026-10-26
Bay Harbor Wealth Management, LLC
3$2240.0%ETFMediumHunt Valley, MD2026-11-03
James T. Borello RIA
2$1490.0%ETFVery LowEast Dundee, IL2026-10-16
Hughes Financial Services, LLC
1$760.0%ETFLowHerndon, VA2026-10-30
Maryland Capital Advisors Inc.
1$750.0%ETFVery LowChester, MD2026-10-15
DecisionPoint Financial, LLC
1$770.0%ETFVery LowMesa, AZ2026-10-27
Cullen T Bankers, Inc.
0$10.0%GrowthLowSan Antonio, TX2026-10-28