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Solaris Energy Infrastructur (SEI)

CUSIP: 83418M103 | NYSE | Energy · Oil & Gas Equipment & Services | Mid Cap | 853 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/AVoya Financial, Inc.2,989,4744.3%Newly reportedSep 30, 2026No 13F filer matched
13G/ABlackRock, Inc.8,024,85113.1%+3,912,149Jul 31, 202631d ahead of 13F (5,204,415 sh) · +2,820,436
13G/AYorktown X Associates LLC5,079,2347.2%New 5%+ stakeMay 6, 2026No 13F filer matched
13D/AKTR Management Company, LLC2,000,0003.9%Newly reportedNov 4, 2025No 13F filer matched
13G/AVoya Financial, Inc.2,989,474
4.3% of class · Sep 30, 2026Newly reported
No 13F filer matched
13G/ABlackRock, Inc.8,024,851
13.1% of class · Jul 31, 2026+3,912,149
31d ahead of 13F (5,204,415 sh) · +2,820,436
13G/AYorktown X Associates LLC5,079,234
7.2% of class · May 6, 2026New 5%+ stake
No 13F filer matched
13D/AKTR Management Company, LLC2,000,000
3.9% of class · Nov 4, 2025Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Principal Financial Group Inc1,507,972
0.1% of portfolio›$107.3M
Cushing Asset Management, LP dba NXG Investment Management1,029,000
3.4% of portfolio›$73.2M
Dimensional Fund Advisors LP814,766
0.0% of portfolio›$58.0M
Two Seas Capital LP786,838
0.6% of portfolio›$56.0M
Congress Asset Management Co335,229
0.2% of portfolio›$23.9M
Penn Capital Management Company, LLC317,999
1.7% of portfolio›$22.7M
TimesSquare Capital Management, LLC173,716
0.2% of portfolio›$12.4M
Citigroup Inc160,238
0.0% of portfolio›$11.4M
Pinnacle Associates LTD123,730
0.1% of portfolio›$8.8M
Kornitzer Capital Management Inc96,950
0.1% of portfolio›$6.9M
AlphaStar Capital Management, LLC89,831
0.4% of portfolio›$6.4M
CenterBook Partners LP87,305
0.3% of portfolio›$6.2M
Ballast Asset Management, LP74,839
2.3% of portfolio›$5.3M
DE Burlo Group Inc61,700
0.8% of portfolio›$4.4M
Fulcrum Asset Management LLP58,270
0.2% of portfolio›$4.0M
Creative Planning56,649
0.0% of portfolio›$4.0M
Blue Jean Financial LLC47,186
2.1% of portfolio›$3.4M
Moody Aldrich Partners LLC40,748
0.6% of portfolio›$2.9M
Brooklands Fund Management Ltd40,477
0.4% of portfolio›$2.9M
Asset Management One Co., Ltd.35,280
0.0% of portfolio›$2.5M
Union Bancaire Privee, UBP SA34,970
0.0% of portfolio›$2.2M
Louisiana State Employees Retirement System28,000
0.0% of portfolio›$2.0M
Moran Wealth Management, LLC23,323
0.0% of portfolio›$1.7M
Diversify Wealth Management, LLC22,579
0.0% of portfolio›$1.5M
Diversify Advisory Services, LLC22,579
0.0% of portfolio›$1.5M
State of New Jersey Common Pension Fund D21,624
0.0% of portfolio›$1.5M
Verdence Capital Advisors LLC18,341
0.1% of portfolio›$1.3M
Yousif Capital Management, LLC17,155
0.0% of portfolio›$1.2M
Amalgamated Bank16,799
0.0% of portfolio›$1.2K
Imc-Chicago, LLC16,175
0.0% of portfolio›$1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS15,511
0.0% of portfolio›$1.1M
Oregon Public Employees Retirement Fund14,800
0.0% of portfolio›$1.1M
Retirement Planning Group, LLC14,736
0.0% of portfolio›$1.0M
Oppenheimer Asset Management Inc.14,492
0.0% of portfolio›$1.0M
Arizona State Retirement System14,241
0.0% of portfolio›$1.0M
Altfest L J & Co Inc12,132
0.1% of portfolio›$863.6K
Sidoxia Capital Management, LLC11,749
0.6% of portfolio›$836.3K
State of Alaska, Department of Revenue11,105
0.0% of portfolio›$790
Harbour Capital Advisors, LLC9,705
0.1% of portfolio›$690.8K
Wedbush Securities Inc9,137
0.0% of portfolio›$650
Covestor Ltd9,050
0.0% of portfolio›$645
Wealth Enhancement Advisory Services, LLC8,811
0.0% of portfolio›$643.9K
SeaCrest Wealth Management, LLC8,718
0.1% of portfolio›$620.5K
Keybank National Association8,545
0.0% of portfolio›$608.2K
Atria Investments, Inc8,145
0.0% of portfolio›$579.8K
Pictet Asset Management Holding SA7,979
0.0% of portfolio›$567.9K
ProShare Advisors LLC7,833
0.0% of portfolio›$557.6K
MGO One Seven LLC7,816
0.0% of portfolio›$556.3K
Assetmark, Inc7,613
0.0% of portfolio›$541.9K
Jackson Creek Investment Advisors LLC7,549
0.0% of portfolio›$537
Mutual of America Capital Management LLC7,511
0.0% of portfolio›$534.6K
Kings Path Partners LLC7,205
0.1% of portfolio›$512.9K
HMS Capital Management, LLC7,120
0.2% of portfolio›$506.8K
Profund Advisors LLC7,038
0.0% of portfolio›$501.0K
Mindset Wealth Management, LLC6,942
0.1% of portfolio›$494.1K
Elevation Point Wealth Partners, LLC6,907
0.0% of portfolio›$491.7K
Gibbs Wealth Management6,812
0.1% of portfolio›$484.9K
Concurrent Investment Advisors, LLC6,660
0.0% of portfolio›$474.1K
Simon Quick Advisors, LLC6,600
0.0% of portfolio›$469.8K
Piar LLC6,550
0.3% of portfolio›$466.2K
Ethic Inc.6,316
0.0% of portfolio›$449.6K
Cambridge Investment Research Advisors, Inc.6,277
0.0% of portfolio›$447
Chung Wu Investment Group, LLC5,900
0.3% of portfolio›$420.0K
Xponance LLC5,290
0.0% of portfolio›$376.5K
Portside Wealth Group, LLC5,203
0.0% of portfolio›$370.3K
Wolverine Asset Management LLC5,074
0.0% of portfolio›$361.2K
Alliance Wealth Advisors, LLC4,791
0.1% of portfolio›$341.0K
Kathmere Capital Management, LLC4,625
0.0% of portfolio›$329.2K
Creative Financial Designs Inc4,538
0.0% of portfolio›$323.0K
Oppenheimer & Co Inc4,425
0.0% of portfolio›$315.0K
ProCore Advisors, LLC4,315
0.4% of portfolio›$307.2K
Ashton Thomas Private Wealth, LLC4,215
0.0% of portfolio›$300.0K
New York State Teachers Retirement System4,113
0.0% of portfolio›$293
Bosman Wealth Management, LLC3,882
0.2% of portfolio›$276.3K
Crossmark Global Holdings, Inc.3,847
0.0% of portfolio›$273.8K
Pinnacle Wealth Management Advisory Group, LLC3,667
0.0% of portfolio›$261.0K
Genesee Capital Advisors, LLC3,516
0.1% of portfolio›$250.2K
Lanark Financial, Inc.3,459
0.0% of portfolio›$246.2K
Ascent Group, LLC3,146
0.0% of portfolio›$223.9K
Swiss Life Asset Management Ltd3,117
0.0% of portfolio›$221.9K
Balefire, LLC3,109
0.0% of portfolio›$221.3K
Credit Capital Investments LLC3,000
0.1% of portfolio›$213.5K
Gamma Investing LLC2,503
0.0% of portfolio›$178.2K
State of Wyoming2,227
0.0% of portfolio›$158.5K
Nisa Investment Advisors, LLC1,914
0.0% of portfolio›$136.2K
Sterling Capital Management LLC1,858
0.0% of portfolio›$132.3K
Strs Ohio1,800
0.0% of portfolio›$128.1K
Cape Investment Advisory, Inc.1,780
0.0% of portfolio›$126.7K
Birch Financial Group, LLC1,604
0.1% of portfolio›$114.2K
KBC Group NV1,582
0.0% of portfolio›$113
Farther Finance Advisors, LLC1,469
0.0% of portfolio›$104.6K
SBI Securities Co., Ltd.1,167
0.0% of portfolio›$83.1K
GK Wealth Management LLC1,115
0.0% of portfolio›$79.4K
West Branch Capital LLC1,000
0.0% of portfolio›$71.2K
Premier Fund Managers Ltd999
0.0% of portfolio›$68
Harbor Capital Advisors, Inc.782
0.0% of portfolio›$56
Spire Wealth Management706
0.0% of portfolio›$50.2K
Parallel Advisors, LLC684
0.0% of portfolio›$48.7K
Pinnacle Wealth Planning Services, Inc.623
0.0% of portfolio›$44.3K
Versant Capital Management, Inc529
0.0% of portfolio›$37.7K
Cullen T Bankers, Inc.378
0.0% of portfolio›$26.9K
University of Texas S AM Investment Management Co371
0.0% of portfolio›$26.4K
Mather Group, Llc.343
0.0% of portfolio›$24.4K
Salomon & Ludwin, LLC321
0.0% of portfolio›$22.8K
Parkside Financial Bank & Trust293
0.0% of portfolio›$20.9K
Signaturefd, LLC290
0.0% of portfolio›$20.6K
WPG Advisers, LLC275
0.0% of portfolio›$19.6K
Elyxium Wealth, LLC242
0.0% of portfolio›$17.2K
Reyes Financial Architecture, Inc.216
0.0% of portfolio›$15.4K
Larson Financial Group LLC216
0.0% of portfolio›$15.4K
Rakuten Securities, Inc.184
0.0% of portfolio›$13.1K
IFP Advisors, Inc168
0.0% of portfolio›$12.0K
Private Trust Co NA156
0.0% of portfolio›$11.1K
Blue Trust, Inc.147
0.0% of portfolio›$10.5K
EverSource Wealth Advisors, LLC142
0.0% of portfolio›$10.1K
Root Financial Partners, LLC114
0.0% of portfolio›$8.1K
Fortitude Family Office, LLC104
0.0% of portfolio›$7.4K
MassMutual Private Wealth & Trust, FSB95
0.0% of portfolio›$6.8K
Silver Grove Financial Group, Inc.76
0.0% of portfolio›$5.4K
Farmers & Merchants Investments Inc58
0.0% of portfolio›$4.1K
Ascentis Independent Advisors56
0.0% of portfolio›$4.0K
Armstrong Advisory Group, Inc52
0.0% of portfolio›$3.7K
Physician Wealth Advisors, Inc.50
0.0% of portfolio›$3.6K
Capital Advisors, Ltd. LLC43
0.0% of portfolio›$3
UMB Private Wealth Management, LLC40
0.0% of portfolio›$2.8K
JFS Wealth Advisors, LLC29
0.0% of portfolio›$2.1K
Avion Wealth28
0.0% of portfolio›$1
Private Wealth Management Group, LLC28
0.0% of portfolio›$2.0K
Financial Consulate, Inc24
0.0% of portfolio›$1.7K
Bell Investment Advisors, Inc21
0.0% of portfolio›$1.5K
Financial Network Wealth Advisors LLC20
0.0% of portfolio›$1.4K
Clark Wealth Partners16
0.0% of portfolio›$1.1K
Toth Financial Advisory Corp15
0.0% of portfolio›$1.1K
Valley National Advisers Inc13
0.0% of portfolio›$926
True Wealth Design, LLC11
0.0% of portfolio›$783
Bare Financial Services, Inc11
0.0% of portfolio›$783
Creative Capital Management Investments LLC10
0.0% of portfolio›$712
Gilpin Wealth Management, LLC8
0.0% of portfolio›$570
Ascentis Wealth Management, LLC6
0.0% of portfolio›$427
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$356
Proathlete Wealth Management LLC5
0.0% of portfolio›$355
Davis Capital Management5
0.0% of portfolio›$356
Mascoma Wealth Management LLC3
0.0% of portfolio›$214
Hughes Financial Services, LLC3
0.0% of portfolio›$207
SJS Investment Consulting Inc.3
0.0% of portfolio›$214
Bay Harbor Wealth Management, LLC3
0.0% of portfolio›$214
DecisionPoint Financial, LLC1
0.0% of portfolio›$72
StyleTurnoverLocationFiled
Principal Financial Group Inc
1,507,972$107.3M0.1%CoreLowDes Moines, IA2026-11-02
Cushing Asset Management, LP dba NXG Investment Management
1,029,000$73.2M3.4%YieldMediumDallas, TX2026-10-26
Dimensional Fund Advisors LP
814,766$58.0M0.0%IndexLowAustin, TX2026-11-04
Two Seas Capital LP
786,838$56.0M0.6%MomentumMediumRye, NY2026-10-06
Congress Asset Management Co
335,229$23.9M0.2%GrowthMediumBoston, MA2026-10-06
Penn Capital Management Company, LLC
317,999$22.7M1.7%ValueHighPhiladelphia, PA2026-11-04
TimesSquare Capital Management, LLC
173,716$12.4M0.2%GrowthMediumNew York, NY2026-11-03
Citigroup Inc
160,238$11.4M0.0%CoreMediumNew York, NY2026-11-04
Pinnacle Associates LTD
123,730$8.8M0.1%CoreLowNew York, NY2026-10-20
Kornitzer Capital Management Inc
96,950$6.9M0.1%CoreLowShawnee Mission, KS2026-11-03
AlphaStar Capital Management, LLC
89,831$6.4M0.4%ETFMediumCornelius, NC2026-10-16
CenterBook Partners LP
87,305$6.2M0.3%ValueVery HighGreenwich, CT2026-11-02
Ballast Asset Management, LP
74,839$5.3M2.3%Deep ValueLowDallas, TX2026-11-04
DE Burlo Group Inc
61,700$4.4M0.8%GrowthHighBoston, MA2026-11-05
Fulcrum Asset Management LLP
58,270$4.0M0.2%CoreMediumLondon, United Kingdom2026-11-04
Creative Planning
56,649$4.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Blue Jean Financial LLC
47,186$3.4M2.1%GrowthVery HighAlbany, NY2026-10-20
Moody Aldrich Partners LLC
40,748$2.9M0.6%ValueHighMarblehead, MA2026-10-27
Brooklands Fund Management Ltd
40,477$2.9M0.4%GARPHighLondon, United Kingdom2026-10-28
Asset Management One Co., Ltd.
35,280$2.5M0.0%IndexVery LowTokyo, Mexico2026-10-27
Union Bancaire Privee, UBP SA
34,970$2.2M0.0%GrowthMediumGeneva 1, Switzerland2026-11-04
Louisiana State Employees Retirement System
28,000$2.0M0.0%IndexLowBaton Rouge, LA2026-10-20
Moran Wealth Management, LLC
23,323$1.7M0.0%CoreMediumNaples, FL2026-10-22
Diversify Wealth Management, LLC
22,579$1.5M0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
22,579$1.5M0.0%GrowthLowSandy, UT2026-10-20
State of New Jersey Common Pension Fund D
21,624$1.5M0.0%CoreLowTrenton, NJ2026-11-05
Verdence Capital Advisors LLC
18,341$1.3M0.1%CoreMediumHunt Valley, MD2026-10-26
Yousif Capital Management, LLC
17,155$1.2M0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
16,799$1.2K0.0%CoreVery LowNew York, NY2026-10-23
Imc-Chicago, LLC
16,175$1.2M0.0%GARPVery HighChicago, IL2026-11-05
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
15,511$1.1M0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
14,800$1.1M0.0%IndexVery LowTigard, OR2026-10-30
Retirement Planning Group, LLC
14,736$1.0M0.0%ETFVery LowLeawood, KS2026-10-19
Oppenheimer Asset Management Inc.
14,492$1.0M0.0%CoreMediumNew York, NY2026-10-27
Arizona State Retirement System
14,241$1.0M0.0%IndexVery LowPhoenix, AZ2026-11-03
Altfest L J & Co Inc
12,132$863.6K0.1%ETFHighNew York, NY2026-10-27
Sidoxia Capital Management, LLC
11,749$836.3K0.6%GrowthLowNewport Beach, CA2026-10-28
State of Alaska, Department of Revenue
11,105$7900.0%CoreVery LowJuneau, AK2026-10-15
Harbour Capital Advisors, LLC
9,705$690.8K0.1%GrowthLowTysons Corner, VA2026-10-13
Wedbush Securities Inc
9,137$6500.0%CoreLowPasadena, CA2026-10-22
Covestor Ltd
9,050$6450.0%ValueHighLondon, United Kingdom2026-10-30
Wealth Enhancement Advisory Services, LLC
8,811$643.9K0.0%CoreLowPlymouth, MN2026-10-13
SeaCrest Wealth Management, LLC
8,718$620.5K0.1%GrowthLowPurchase, NY2026-10-21
Keybank National Association
8,545$608.2K0.0%CoreLowBrooklyn, OH2026-11-04
Atria Investments, Inc
8,145$579.8K0.0%CoreMediumCharlotte, NC2026-10-15
Pictet Asset Management Holding SA
7,979$567.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
ProShare Advisors LLC
7,833$557.6K0.0%GrowthLowBethesda, MD2026-10-29
MGO One Seven LLC
7,816$556.3K0.0%GrowthLowBeachwood, OH2026-10-28
Assetmark, Inc
7,613$541.9K0.0%ETFLowConcord, CA2026-10-21
Jackson Creek Investment Advisors LLC
7,549$5370.0%ValueVery HighCastle Rock, CO2026-11-04
Mutual of America Capital Management LLC
7,511$534.6K0.0%IndexLowNew York, NY2026-10-23
Kings Path Partners LLC
7,205$512.9K0.1%ETFVery LowSugar Land, TX2026-10-21
HMS Capital Management, LLC
7,120$506.8K0.2%GrowthMediumNashville, TN2026-10-20
Profund Advisors LLC
7,038$501.0K0.0%GrowthLowBethesda, MD2026-10-29
Mindset Wealth Management, LLC
6,942$494.1K0.1%Agg GrowthVery LowIndianapolis, IN2026-10-19
Elevation Point Wealth Partners, LLC
6,907$491.7K0.0%CoreHighDenver, CO2026-11-05
Gibbs Wealth Management
6,812$484.9K0.1%CoreLowAlpharetta, GA2026-10-22
Concurrent Investment Advisors, LLC
6,660$474.1K0.0%GrowthMediumTampa, FL2026-10-16
Simon Quick Advisors, LLC
6,600$469.8K0.0%ETFLowMorristown, NJ2026-10-26
Piar LLC
6,550$466.2K0.3%MomentumMediumLas Vegas, NV2026-10-21
Ethic Inc.
6,316$449.6K0.0%CoreLowNew York, NY2026-11-03
Cambridge Investment Research Advisors, Inc.
6,277$4470.0%ETFLowFairfield, IA2026-11-02
Chung Wu Investment Group, LLC
5,900$420.0K0.3%GrowthMediumSugar Land, TX2026-11-03
Xponance LLC
5,290$376.5K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Portside Wealth Group, LLC
5,203$370.3K0.0%CoreMediumProvo, UT2026-10-20
Wolverine Asset Management LLC
5,074$361.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Alliance Wealth Advisors, LLC
4,791$341.0K0.1%ETFHighCenterville, UT2026-10-28
Kathmere Capital Management, LLC
4,625$329.2K0.0%ETFLowWayne, PA2026-10-20
Creative Financial Designs Inc
4,538$323.0K0.0%ETFMediumKokomo, IN2026-11-04
Oppenheimer & Co Inc
4,425$315.0K0.0%CoreLowNew York, NY2026-10-26
ProCore Advisors, LLC
4,315$307.2K0.4%GARPLowNewport Beach, CA2026-10-14
Ashton Thomas Private Wealth, LLC
4,215$300.0K0.0%CoreMediumScottsdale, AZ2026-11-03
New York State Teachers Retirement System
4,113$2930.0%CoreVery LowAlbany, NY2026-10-22
Bosman Wealth Management, LLC
3,882$276.3K0.2%MomentumHighRedlands, CA2026-10-28
Crossmark Global Holdings, Inc.
3,847$273.8K0.0%GARPMediumHouston, TX2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
3,667$261.0K0.0%GrowthLowRed Bank, NJ2026-10-23
Genesee Capital Advisors, LLC
3,516$250.2K0.1%ETFMediumAuburn, NY2026-10-20
Lanark Financial, Inc.
3,459$246.2K0.0%CoreMediumBirmingham, AL2026-10-26
Ascent Group, LLC
3,146$223.9K0.0%CoreLowVirginia Beach, VA2026-10-30
Swiss Life Asset Management Ltd
3,117$221.9K0.0%CoreLowZurich, Switzerland2026-11-03
Balefire, LLC
3,109$221.3K0.0%ETFMediumDallas, TX2026-10-09
Credit Capital Investments LLC
3,000$213.5K0.1%GARPLowLivingston, NJ2026-10-22
Gamma Investing LLC
2,503$178.2K0.0%IndexVery LowFoster City, CA2026-10-08
State of Wyoming
2,227$158.5K0.0%ValueHighCheyenne, WY2026-10-28
Nisa Investment Advisors, LLC
1,914$136.2K0.0%IndexVery LowSt. Louis, MO2026-10-20
Sterling Capital Management LLC
1,858$132.3K0.0%GARPMediumCharlotte, NC2026-10-22
Strs Ohio
1,800$128.1K0.0%CoreMediumColumbus, OH2026-10-30
Cape Investment Advisory, Inc.
1,780$126.7K0.0%ETFLowMcdonough, GA2026-10-13
Birch Financial Group, LLC
1,604$114.2K0.1%CoreLowKeene, NH2026-10-27
KBC Group NV
1,582$1130.0%CoreMediumBrussels, Czech Republic2026-10-22
Farther Finance Advisors, LLC
1,469$104.6K0.0%IndexLowSan Francisco, CA2026-10-08
SBI Securities Co., Ltd.
1,167$83.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
GK Wealth Management LLC
1,115$79.4K0.0%GARPVery HighReno, NV2026-10-09
West Branch Capital LLC
1,000$71.2K0.0%GrowthVery LowAmherst, MA2026-10-20
Premier Fund Managers Ltd
999$680.0%MomentumMediumLondon, United Kingdom2026-11-02
Harbor Capital Advisors, Inc.
782$560.0%ValueHighChicago, IL2026-10-22
Spire Wealth Management
706$50.2K0.0%GrowthMediumMclean, VA2026-10-30
Parallel Advisors, LLC
684$48.7K0.0%IndexLowSan Francisco, CA2026-11-03
Pinnacle Wealth Planning Services, Inc.
623$44.3K0.0%GARPLowMansfield, OH2026-10-27
Versant Capital Management, Inc
529$37.7K0.0%GARPLowPhoenix, AZ2026-10-02
Cullen T Bankers, Inc.
378$26.9K0.0%GrowthLowSan Antonio, TX2026-10-28
University of Texas S AM Investment Management Co
371$26.4K0.0%CoreHighAustin, TX2026-11-03
Mather Group, Llc.
343$24.4K0.0%ETFMediumChicago, IL2026-10-14
Salomon & Ludwin, LLC
321$22.8K0.0%ETFVery LowRichmond, VA2026-10-29
Parkside Financial Bank & Trust
293$20.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Signaturefd, LLC
290$20.6K0.0%IndexLowAtlanta, GA2026-10-23
WPG Advisers, LLC
275$19.6K0.0%CoreLowBaltimore, MD2026-10-27
Elyxium Wealth, LLC
242$17.2K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Reyes Financial Architecture, Inc.
216$15.4K0.0%ETFVery HighSan Diego, CA2026-10-22
Larson Financial Group LLC
216$15.4K0.0%GrowthLowSt Louis, MO2026-11-05
Rakuten Securities, Inc.
184$13.1K0.0%Agg GrowthHighTokyo, Mexico2026-11-02
IFP Advisors, Inc
168$12.0K0.0%GrowthLowTampa, FL2026-10-16
Private Trust Co NA
156$11.1K0.0%CoreLowCleveland, OH2026-10-20
Blue Trust, Inc.
147$10.5K0.0%ETFLowBrentwood, TN2026-10-15
EverSource Wealth Advisors, LLC
142$10.1K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
114$8.1K0.0%ETFMediumEncinitas, CA2026-10-21
Fortitude Family Office, LLC
104$7.4K0.0%ETFMediumScottsdale, AZ2026-10-14
MassMutual Private Wealth & Trust, FSB
95$6.8K0.0%CoreLowSpringfield, MA2026-10-05
Silver Grove Financial Group, Inc.
76$5.4K0.0%CoreMediumOrchard Park, NY2026-11-05
Farmers & Merchants Investments Inc
58$4.1K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Independent Advisors
56$4.0K0.0%ETFLowDallas, TX2026-11-03
Armstrong Advisory Group, Inc
52$3.7K0.0%ETFHighNeedham, MA2026-10-09
Physician Wealth Advisors, Inc.
50$3.6K0.0%ETFMediumMidvale, UT2026-10-20
Capital Advisors, Ltd. LLC
43$30.0%ETFLowShaker Heights, OH2026-10-27
UMB Private Wealth Management, LLC
40$2.8K0.0%GrowthN/AKansas City, MO2026-10-19
JFS Wealth Advisors, LLC
29$2.1K0.0%ETFVery LowHermitage, PA2026-11-03
Avion Wealth
28$10.0%ETFLowThe Woodlands, TX2026-11-04
Private Wealth Management Group, LLC
28$2.0K0.0%ETFLowPrinceton, NJ2026-10-19
Financial Consulate, Inc
24$1.7K0.0%ETFLowHunt Valley, MD2026-10-23
Bell Investment Advisors, Inc
21$1.5K0.0%ETFVery LowOrinda, CA2026-10-29
Financial Network Wealth Advisors LLC
20$1.4K0.0%ETFLowMurray, UT2026-10-28
Clark Wealth Partners
16$1.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Toth Financial Advisory Corp
15$1.1K0.0%CoreLowLeesburg, VA2026-10-08
Valley National Advisers Inc
13$9260.0%ETFLowBethlehem, PA2026-10-23
True Wealth Design, LLC
11$7830.0%ETFMediumAkron, OH2026-10-13
Bare Financial Services, Inc
11$7830.0%ETFVery LowGap, PA2026-11-04
Creative Capital Management Investments LLC
10$7120.0%ETFLowSan Diego, CA2026-10-28
Gilpin Wealth Management, LLC
8$5700.0%GrowthLowDenver, CO2026-10-09
Ascentis Wealth Management, LLC
6$4270.0%Agg GrowthLowDallas, TX2026-11-03
DiNuzzo Private Wealth, Inc.
5$3560.0%ETFLowBeaver, PA2026-10-16
Proathlete Wealth Management LLC
5$3550.0%ETFVery LowBoca Raton, FL2026-10-15
Davis Capital Management
5$3560.0%CoreLowJacksonville, FL2026-10-08
Mascoma Wealth Management LLC
3$2140.0%ETFVery LowHanover, NH2026-10-23
Hughes Financial Services, LLC
3$2070.0%ETFLowHerndon, VA2026-10-30
SJS Investment Consulting Inc.
3$2140.0%ETFVery LowSylvania, OH2026-10-26
Bay Harbor Wealth Management, LLC
3$2140.0%ETFMediumHunt Valley, MD2026-11-03
DecisionPoint Financial, LLC
1$720.0%ETFVery LowMesa, AZ2026-10-27