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Western Midstream Partners L (WES)

CUSIP: 958669103 | US | Energy · Oil & Gas Midstream | Large Cap | 798 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/AAlps Advisors, Inc.
with Alerian MLP ETF
37,364,4709.0%+734,870Sep 30, 2026No 13F filer matched
13D/AOXY Oil Partners, Inc.
with Western Gas Resources, Inc., Anadarko Holding Company, Kerr-McGee Corporation, +3 more
150,374,17638.3%−15,307,402Feb 3, 2026No 13F filer matched
13G/AAlps Advisors, Inc.37,364,470
9.0% of class · Sep 30, 2026+734,870
with Alerian MLP ETF
No 13F filer matched
13D/AOXY Oil Partners, Inc.150,374,176
38.3% of class · Feb 3, 2026−15,307,402
with Western Gas Resources, Inc., Anadarko Holding Company, Kerr-McGee Corporation, +3 more
No 13F filer matched

Institutional Holders — Q3 2026

Alps Advisors Inc37,364,470
7.6% of portfolio›$1.7B
Chickasaw Capital Management LLC5,465,979
8.7% of portfolio›$242.5M
Miller Howard Investments Inc1,710,098
2.0% of portfolio›$75.9M
Fractal Investments LLC1,506,146
7.6% of portfolio›$66.8M
Cushing Asset Management, LP dba NXG Investment Management1,330,900
2.7% of portfolio›$59.1M
Eagle Global Advisors LLC1,039,710
1.5% of portfolio›$46.1M
Adams Asset Advisors, LLC408,023
1.8% of portfolio›$18.1M
Catalyst Capital Advisors LLC406,912
0.3% of portfolio›$18.1M
Exchange Traded Concepts, LLC242,806
0.0% of portfolio›$10.8M
Ellsworth Advisors, LLC179,385
1.3% of portfolio›$8.0M
Citigroup Inc177,759
0.0% of portfolio›$7.9M
Americana Partners, LLC160,079
0.2% of portfolio›$7.1M
Evergreen Capital Management LLC154,367
0.1% of portfolio›$6.8M
Hennessy Advisors Inc110,260
0.2% of portfolio›$4.9M
Spirit of America Management Corp85,150
0.7% of portfolio›$3.8M
D.A. Davidson & Co.79,623
0.0% of portfolio›$3.5M
Pekin Hardy Strauss, Inc.72,262
0.3% of portfolio›$3.2M
Kestra Advisory Services, LLC69,470
0.0% of portfolio›$3.1M
Parkside Financial Bank & Trust65,523
0.2% of portfolio›$2.9M
HUB Investment Partners, LLC62,351
0.0% of portfolio›$2.8M
GraniteShares Advisors LLC58,062
1.7% of portfolio›$2.6M
Cambridge Investment Research Advisors, Inc.54,337
0.0% of portfolio›$2.4K
Elco Management Co., LLC48,522
1.0% of portfolio›$2.2M
Creative Planning47,103
0.0% of portfolio›$2.1M
Truist Financial Corp46,840
0.0% of portfolio›$2.1M
Fort Washington Investment Advisors Inc45,720
0.0% of portfolio›$2.0M
AlphaCore Capital LLC39,555
0.0% of portfolio›$1.8M
Samalin Investment Counsel, LLC37,804
0.5% of portfolio›$1.7M
Chilton Capital Management LLC36,688
0.1% of portfolio›$1.6M
Albert D Mason Inc36,415
1.0% of portfolio›$1.6M
Turtle Creek Wealth Advisors, LLC34,402
0.1% of portfolio›$1.5M
Independent Financial Group, LLC33,726
0.0% of portfolio›$1.5M
Keybank National Association33,177
0.0% of portfolio›$1.5M
Commonwealth Equity Services, LLC31,890
0.0% of portfolio›$1.4M
Daymark Wealth Partners, LLC31,460
0.0% of portfolio›$1.4M
US Bancorp \de\30,710
0.0% of portfolio›$1.4M
Kercheville Advisors, LLC29,600
0.4% of portfolio›$1.3M
Nicholas Wealth, Llc.28,028
0.6% of portfolio›$1.2M
Summit Securities Group LLC27,300
0.1% of portfolio›$1.2M
Cornerstone Management, Inc.26,735
0.2% of portfolio›$1.2M
Apollon Wealth Management, LLC26,410
0.0% of portfolio›$1.2M
Oppenheimer Asset Management Inc.26,142
0.0% of portfolio›$1.2M
Abel Hall, LLC25,188
0.2% of portfolio›$1.1M
SL Advisors, LLC23,466
2.0% of portfolio›$1.0M
Evanson Financial, LLC22,671
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC22,421
0.0% of portfolio›$1.0M
GFS Advisors, LLC21,200
0.1% of portfolio›$941.0K
ProShare Advisors LLC20,789
0.0% of portfolio›$922.4K
VestGen Advisors, LLC19,274
0.0% of portfolio›$855.2K
Concurrent Investment Advisors, LLC17,687
0.0% of portfolio›$784.8K
Simon Quick Advisors, LLC17,400
0.0% of portfolio›$772.0K
Venture Visionary Partners LLC17,141
0.0% of portfolio›$760.6K
Chicago Partners Investment Group LLC16,923
0.0% of portfolio›$763.7K
Novem Group16,825
0.1% of portfolio›$746.5K
Rockwood Wealth Management, LLC16,713
0.0% of portfolio›$741.6K
Penbrook Management LLC15,900
0.4% of portfolio›$705.5K
Lido Advisors, LLC15,787
0.0% of portfolio›$700.5K
Ulland Investment Advisors, LLC15,000
0.0% of portfolio›$666
Kaizen Financial Strategies13,318
0.2% of portfolio›$590.9K
Hourglass Capital, LLC13,308
0.1% of portfolio›$590.5K
MGO One Seven LLC13,274
0.0% of portfolio›$589.0K
Bank of New York Mellon Corp12,705
0.0% of portfolio›$563.7K
Westover Capital Advisors, LLC12,700
0.1% of portfolio›$563.5K
Plan Group Financial, LLC12,500
0.1% of portfolio›$556.6K
Choreo, LLC12,356
0.0% of portfolio›$548.2K
Linscomb Wealth, Inc.12,068
0.0% of portfolio›$535.5K
Howard Financial Services, Ltd.11,619
0.1% of portfolio›$515.6K
Fiduciary Financial Group, LLC11,148
0.1% of portfolio›$494.6K
Everhart Financial Group, Inc.10,853
0.0% of portfolio›$481.5K
Prospera Financial Services Inc10,782
0.0% of portfolio›$500.2K
Belfer Management LLC10,081
7.5% of portfolio›$447.3K
Avidian Wealth Enterprises, LLC9,830
0.0% of portfolio›$436.2K
Gruss & Co., LLC9,500
0.4% of portfolio›$421.5K
Cadent Capital Advisors, LLC8,988
0.1% of portfolio›$398.8K
HB Wealth Management, LLC8,840
0.0% of portfolio›$392.2K
Intrua Financial, LLC8,620
0.0% of portfolio›$382.5K
Magnus Financial Group LLC8,594
0.0% of portfolio›$381.3K
Corps Capital Advisors, LLC8,316
0.3% of portfolio›$369.0K
Kestra Private Wealth Services, LLC8,112
0.0% of portfolio›$360.0K
Quantum Financial Planning Services, Inc.8,000
0.1% of portfolio›$355.0K
Obermeyer Wealth Partners8,000
0.0% of portfolio›$355.0K
Fulcrum Asset Management LLP7,744
0.0% of portfolio›$348.0K
OpenArc Corporate Advisory, LLC7,650
0.0% of portfolio›$339.4K
Moody National Bank Trust Division7,547
0.0% of portfolio›$334.9K
Tectonic Advisors LLC7,303
0.0% of portfolio›$324.0K
Nicholas Hoffman & Company, Llc.7,280
0.0% of portfolio›$323.0K
PDS Planning, Inc7,200
0.0% of portfolio›$319.5K
Investors Asset Management of Georgia Inc7,132
0.1% of portfolio›$316.4K
Outlook Wealth Advisors, LLC6,927
0.1% of portfolio›$307.4K
Sanders Morris Harris LLC6,697
0.0% of portfolio›$305.4K
Curated Wealth Partners LLC6,400
0.0% of portfolio›$284.0K
Hickory Point Bank & Trust6,350
0.2% of portfolio›$281.8K
Wilmington Savings Fund Society, FSB6,343
0.0% of portfolio›$281.4K
Arista Wealth Management, LLC6,300
0.0% of portfolio›$279.5K
Brookstone Capital Management5,791
0.0% of portfolio›$256.9K
Sage Capital Management, LLC5,713
0.1% of portfolio›$253.5K
Convergence Financial, LLC5,609
0.0% of portfolio›$248.9K
Mattern Capital Management, LLC5,475
0.0% of portfolio›$242.9K
W.H. Cornerstone Investments Inc.5,453
0.1% of portfolio›$242.0K
Arrow Investment Advisors, LLC5,418
0.2% of portfolio›$240.4K
Tableaux LLC5,409
0.1% of portfolio›$240.0K
Westco Advisory Services Inc5,407
0.1% of portfolio›$239.9K
Archford Capital Strategies, LLC5,400
0.0% of portfolio›$239.6K
Summit Financial Wealth Advisors, LLC5,213
0.0% of portfolio›$231.3K
J.W. Cole Advisors, Inc.5,139
0.0% of portfolio›$228.0K
L. Roy Papp & Associates, LLP5,059
0.0% of portfolio›$224.5K
Resonant Capital Advisors, LLC5,000
0.0% of portfolio›$221.9K
Baldwin Wealth Partners LLC5,000
0.0% of portfolio›$221.9K
Wealth Alliance Advisory Group, LLC4,750
0.0% of portfolio›$210.8K
Atria Investments, Inc4,723
0.0% of portfolio›$209.6K
American National Bank & Trust4,693
0.0% of portfolio›$208.2K
Enzi Wealth4,575
0.1% of portfolio›$207.3K
Larson Financial Group LLC4,526
0.0% of portfolio›$200.8K
Wespac Advisors, LLC4,509
0.1% of portfolio›$200.1K
IFP Advisors, Inc4,366
0.0% of portfolio›$193.7K
Planning Strategies Inc.3,199
0.1% of portfolio›$141.9K
Compass Financial Management LLC3,079
0.0% of portfolio›$136.6K
State of Wyoming2,966
0.0% of portfolio›$131.6K
Cedar Mountain Advisors, LLC2,263
0.0% of portfolio›$100.4K
Madden Securities Corp2,000
0.0% of portfolio›$88.7K
Toth Financial Advisory Corp1,835
0.0% of portfolio›$81.4K
EverSource Wealth Advisors, LLC1,800
0.0% of portfolio›$79.9K
Creative Financial Designs Inc1,759
0.0% of portfolio›$78.0K
Farmers & Merchants Investments Inc1,566
0.0% of portfolio›$69.5K
MTM Investment Management, LLC1,000
0.0% of portfolio›$44.4K
Farther Finance Advisors, LLC924
0.0% of portfolio›$41.0K
Financial Network Wealth Advisors LLC848
0.0% of portfolio›$37.6K
Lanark Financial, Inc.805
0.0% of portfolio›$35.7K
Armstrong Advisory Group, Inc700
0.0% of portfolio›$31.1K
Westside Investment Management, Inc.647
0.0% of portfolio›$28.7K
Avion Wealth600
0.0% of portfolio›$26
Pension & Wealth Management Advisors, Inc.570
0.0% of portfolio›$25.3K
Mather Group, Llc.546
0.0% of portfolio›$24.2K
Assetmark, Inc422
0.0% of portfolio›$18.7K
Princeton Global Asset Management LLC400
0.0% of portfolio›$17.7K
Gamma Investing LLC351
0.0% of portfolio›$15.6K
Mcdonald Partners LLC313
0.0% of portfolio›$13.9K
Caldwell Trust Co225
0.0% of portfolio›$10.0K
Gilpin Wealth Management, LLC200
0.0% of portfolio›$8.9K
Asset Dedication, LLC200
0.0% of portfolio›$8.9K
First Horizon Corp176
0.0% of portfolio›$7.8K
Abound Wealth Management150
0.0% of portfolio›$6.7K
West Financial Advisors, LLC122
0.0% of portfolio›$5.4K
Silver Grove Financial Group, Inc.105
0.0% of portfolio›$4.7K
GK Wealth Management LLC100
0.0% of portfolio›$4.4K
Markowski Investments86
0.0% of portfolio›$3.8K
Capital Advisors, Ltd. LLC47
0.0% of portfolio›$2
Wolff Wiese Magana LLC36
0.0% of portfolio›$1.6K
CoreCap Advisors, LLC30
0.0% of portfolio›$1.3K
Next Level Wealth Planning, LLC26
0.0% of portfolio›$1.2K
StyleTurnoverLocationFiled
Alps Advisors Inc
37,364,470$1.7B7.6%YieldLowDenver, CO2026-11-03
Chickasaw Capital Management LLC
5,465,979$242.5M8.7%YieldLowMemphis, TN2026-10-08
Miller Howard Investments Inc
1,710,098$75.9M2.0%YieldMediumKingston, NY2026-10-26
Fractal Investments LLC
1,506,146$66.8M7.6%YieldLowGlastonbury, CT2026-10-28
Cushing Asset Management, LP dba NXG Investment Management
1,330,900$59.1M2.7%YieldMediumDallas, TX2026-10-26
Eagle Global Advisors LLC
1,039,710$46.1M1.5%CoreLowHouston, TX2026-11-02
Adams Asset Advisors, LLC
408,023$18.1M1.8%YieldMediumDallas, TX2026-10-08
Catalyst Capital Advisors LLC
406,912$18.1M0.3%ETFVery LowSan Juan, PR2026-11-02
Exchange Traded Concepts, LLC
242,806$10.8M0.0%GrowthMediumOklahoma City, OK2026-10-28
Ellsworth Advisors, LLC
179,385$8.0M1.3%GARPHighHudson, OH2026-10-15
Citigroup Inc
177,759$7.9M0.0%CoreMediumNew York, NY2026-11-04
Americana Partners, LLC
160,079$7.1M0.2%CoreMediumHouston, TX2026-10-28
Evergreen Capital Management LLC
154,367$6.8M0.1%GARPMediumBellevue, WA2026-10-23
Hennessy Advisors Inc
110,260$4.9M0.2%Deep ValueMediumNovato, CA2026-10-28
Spirit of America Management Corp
85,150$3.8M0.7%GARPLowSyosset, NY2026-10-14
D.A. Davidson & Co.
79,623$3.5M0.0%CoreLowGreat Falls, MT2026-10-28
Pekin Hardy Strauss, Inc.
72,262$3.2M0.3%ValueMediumChicago, IL2026-11-02
Kestra Advisory Services, LLC
69,470$3.1M0.0%CoreLowAustin, TX2026-11-02
Parkside Financial Bank & Trust
65,523$2.9M0.2%CoreVery LowSaint Louis, MO2026-10-27
HUB Investment Partners, LLC
62,351$2.8M0.0%GrowthLowAustin, TX2026-11-03
GraniteShares Advisors LLC
58,062$2.6M1.7%YieldMediumNew York, NY2026-10-29
Cambridge Investment Research Advisors, Inc.
54,337$2.4K0.0%ETFLowFairfield, IA2026-11-02
Elco Management Co., LLC
48,522$2.2M1.0%CoreLowNew York, NY2026-10-14
Creative Planning
47,103$2.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Truist Financial Corp
46,840$2.1M0.0%CoreLowCharlotte, NC2026-10-30
Fort Washington Investment Advisors Inc
45,720$2.0M0.0%CoreLowCincinnati, OH2026-10-15
AlphaCore Capital LLC
39,555$1.8M0.0%ETFLowLa Jolla, CA2026-11-04
Samalin Investment Counsel, LLC
37,804$1.7M0.5%YieldMediumChappaqua, NY2026-10-23
Chilton Capital Management LLC
36,688$1.6M0.1%GrowthMediumHouston, TX2026-10-28
Albert D Mason Inc
36,415$1.6M1.0%CoreLowBoston, MA2026-10-27
Turtle Creek Wealth Advisors, LLC
34,402$1.5M0.1%GrowthLowDallas, TX2026-10-15
Independent Financial Group, LLC
33,726$1.5M0.0%GrowthLowSan Diego, CA2026-10-13
Keybank National Association
33,177$1.5M0.0%CoreLowBrooklyn, OH2026-11-04
Commonwealth Equity Services, LLC
31,890$1.4M0.0%ETFLowWaltham, MA2026-11-02
Daymark Wealth Partners, LLC
31,460$1.4M0.0%CoreLowCincinnati, OH2026-11-04
US Bancorp \de\
30,710$1.4M0.0%IndexLowMinneapolis, MN2026-11-05
Kercheville Advisors, LLC
29,600$1.3M0.4%GrowthMediumSan Antonio, TX2026-10-19
Nicholas Wealth, Llc.
28,028$1.2M0.6%GrowthMediumMarietta, GA2026-10-26
Summit Securities Group LLC
27,300$1.2M0.1%CoreVery HighNew York, NY2026-11-05
Cornerstone Management, Inc.
26,735$1.2M0.2%ETFVery LowDuluth, GA2026-10-16
Apollon Wealth Management, LLC
26,410$1.2M0.0%GrowthLowMount Pleasant, SC2026-10-23
Oppenheimer Asset Management Inc.
26,142$1.2M0.0%CoreMediumNew York, NY2026-10-27
Abel Hall, LLC
25,188$1.1M0.2%CoreMediumBaton Rouge, LA2026-10-19
SL Advisors, LLC
23,466$1.0M2.0%YieldVery LowNaples, FL2026-10-13
Evanson Financial, LLC
22,671$1.0M0.0%ETFN/AMclean, VA2026-10-23
Wealth Enhancement Advisory Services, LLC
22,421$1.0M0.0%CoreLowPlymouth, MN2026-10-13
GFS Advisors, LLC
21,200$941.0K0.1%CoreLowHouston, TX2026-11-03
ProShare Advisors LLC
20,789$922.4K0.0%GrowthLowBethesda, MD2026-10-29
VestGen Advisors, LLC
19,274$855.2K0.0%GrowthMediumChicago, IL2026-10-27
Concurrent Investment Advisors, LLC
17,687$784.8K0.0%GrowthMediumTampa, FL2026-10-16
Simon Quick Advisors, LLC
17,400$772.0K0.0%ETFLowMorristown, NJ2026-10-26
Venture Visionary Partners LLC
17,141$760.6K0.0%CoreLowSylvania, OH2026-10-07
Chicago Partners Investment Group LLC
16,923$763.7K0.0%GARPLowChicago, IL2026-10-27
Novem Group
16,825$746.5K0.1%ETFMediumRochester, NY2026-10-19
Rockwood Wealth Management, LLC
16,713$741.6K0.0%ETFVery LowNew Hope, PA2026-10-27
Penbrook Management LLC
15,900$705.5K0.4%CoreLowNew York, NY2026-10-16
Lido Advisors, LLC
15,787$700.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Ulland Investment Advisors, LLC
15,000$6660.0%GrowthVery LowMinneapolis, MN2026-10-13
Kaizen Financial Strategies
13,318$590.9K0.2%ETFMediumCampbell, CA2026-10-09
Hourglass Capital, LLC
13,308$590.5K0.1%ValueMediumHouston, TX2026-10-26
MGO One Seven LLC
13,274$589.0K0.0%GrowthLowBeachwood, OH2026-10-28
Bank of New York Mellon Corp
12,705$563.7K0.0%CoreLowNew York, NY2026-11-05
Westover Capital Advisors, LLC
12,700$563.5K0.1%MomentumLowWilmington, DE2026-10-26
Plan Group Financial, LLC
12,500$556.6K0.1%ETFMediumOklahoma City, OK2026-10-22
Choreo, LLC
12,356$548.2K0.0%IndexLowRockford, IL2026-10-28
Linscomb Wealth, Inc.
12,068$535.5K0.0%ETFLowHouston, TX2026-11-05
Howard Financial Services, Ltd.
11,619$515.6K0.1%ETFLowDallas, TX2026-10-15
Fiduciary Financial Group, LLC
11,148$494.6K0.1%ETFLowSan Rafael, CA2026-10-13
Everhart Financial Group, Inc.
10,853$481.5K0.0%ETFLowDublin, OH2026-10-08
Prospera Financial Services Inc
10,782$500.2K0.0%CoreMediumDallas, TX2026-11-04
Belfer Management LLC
10,081$447.3K7.5%MomentumLowNew York, NY2026-11-05
Avidian Wealth Enterprises, LLC
9,830$436.2K0.0%ETFLowHouston, TX2026-10-08
Gruss & Co., LLC
9,500$421.5K0.4%GrowthMediumWest Palm Beach, FL2026-11-02
Cadent Capital Advisors, LLC
8,988$398.8K0.1%ETFHighTulsa, OK2026-10-09
HB Wealth Management, LLC
8,840$392.2K0.0%IndexVery LowAtlanta, GA2026-10-23
Intrua Financial, LLC
8,620$382.5K0.0%ETFMediumHouston, TX2026-10-28
Magnus Financial Group LLC
8,594$381.3K0.0%ETFLowNew York, NY2026-10-21
Corps Capital Advisors, LLC
8,316$369.0K0.3%GrowthLowSouthlake, TX2026-11-05
Kestra Private Wealth Services, LLC
8,112$360.0K0.0%GrowthLowAustin, TX2026-10-30
Quantum Financial Planning Services, Inc.
8,000$355.0K0.1%ETFVery LowSpokane, WA2026-10-14
Obermeyer Wealth Partners
8,000$355.0K0.0%GrowthLowAspen, CO2026-10-21
Fulcrum Asset Management LLP
7,744$348.0K0.0%CoreMediumLondon, United Kingdom2026-11-04
OpenArc Corporate Advisory, LLC
7,650$339.4K0.0%GrowthLowAtlanta, GA2026-10-21
Moody National Bank Trust Division
7,547$334.9K0.0%CoreMediumGalveston, TX2026-10-06
Tectonic Advisors LLC
7,303$324.0K0.0%YieldLowFrisco, TX2026-10-22
Nicholas Hoffman & Company, Llc.
7,280$323.0K0.0%ETFVery LowAtlanta, GA2026-10-30
PDS Planning, Inc
7,200$319.5K0.0%IndexVery LowDublin, OH2026-11-03
Investors Asset Management of Georgia Inc
7,132$316.4K0.1%GARPLowAtlanta, GA2026-10-20
Outlook Wealth Advisors, LLC
6,927$307.4K0.1%ETFMediumShenandoah, TX2026-10-28
Sanders Morris Harris LLC
6,697$305.4K0.0%GARPLowHouston, TX2026-10-14
Curated Wealth Partners LLC
6,400$284.0K0.0%GARPLowEl Segundo, CA2026-10-15
Hickory Point Bank & Trust
6,350$281.8K0.2%CoreVery LowDecatur, IL2026-10-01
Wilmington Savings Fund Society, FSB
6,343$281.4K0.0%CoreLowWilmington, DE2026-10-23
Arista Wealth Management, LLC
6,300$279.5K0.0%ETFMediumLas Vegas, NV2026-10-29
Brookstone Capital Management
5,791$256.9K0.0%ETFMediumWheaton, IL2026-10-22
Sage Capital Management, LLC
5,713$253.5K0.1%ETFLowStockton, NJ2026-10-20
Convergence Financial, LLC
5,609$248.9K0.0%ETFMediumColumbia, MO2026-10-27
Mattern Capital Management, LLC
5,475$242.9K0.0%CoreMediumLakewood, CO2026-11-02
W.H. Cornerstone Investments Inc.
5,453$242.0K0.1%CoreLowKingston, MA2026-11-03
Arrow Investment Advisors, LLC
5,418$240.4K0.2%Agg GrowthMediumLaurel, MD2026-11-02
Tableaux LLC
5,409$240.0K0.1%ETFLowStockbridge, MA2026-10-23
Westco Advisory Services Inc
5,407$239.9K0.1%GrowthLowLynbrook, NY2026-10-14
Archford Capital Strategies, LLC
5,400$239.6K0.0%GrowthMediumSwansea, IL2026-10-19
Summit Financial Wealth Advisors, LLC
5,213$231.3K0.0%ETFLowLafayette, LA2026-10-15
J.W. Cole Advisors, Inc.
5,139$228.0K0.0%IndexLowTampa, FL2026-11-05
L. Roy Papp & Associates, LLP
5,059$224.5K0.0%CoreVery LowPhoenix, AZ2026-10-21
Resonant Capital Advisors, LLC
5,000$221.9K0.0%ETFLowMadison, WI2026-10-15
Baldwin Wealth Partners LLC
5,000$221.9K0.0%GrowthLowMarion, MA2026-10-13
Wealth Alliance Advisory Group, LLC
4,750$210.8K0.0%CoreLowWichita, KS2026-10-14
Atria Investments, Inc
4,723$209.6K0.0%CoreMediumCharlotte, NC2026-10-15
American National Bank & Trust
4,693$208.2K0.0%CoreVery LowWichita Falls, TX2026-10-07
Enzi Wealth
4,575$207.3K0.1%ETFMediumAustin, TX2026-10-14
Larson Financial Group LLC
4,526$200.8K0.0%GrowthLowSt Louis, MO2026-11-05
Wespac Advisors, LLC
4,509$200.1K0.1%ETFHighOrinda, CA2026-10-26
IFP Advisors, Inc
4,366$193.7K0.0%GrowthLowTampa, FL2026-10-16
Planning Strategies Inc.
3,199$141.9K0.1%ETFN/ALancaster, PA2026-10-02
Compass Financial Management LLC
3,079$136.6K0.0%CoreN/ATampa, FL2026-10-30
State of Wyoming
2,966$131.6K0.0%ValueHighCheyenne, WY2026-10-28
Cedar Mountain Advisors, LLC
2,263$100.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Madden Securities Corp
2,000$88.7K0.0%GrowthMediumDallas, TX2026-10-27
Toth Financial Advisory Corp
1,835$81.4K0.0%CoreLowLeesburg, VA2026-10-08
EverSource Wealth Advisors, LLC
1,800$79.9K0.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
1,759$78.0K0.0%ETFMediumKokomo, IN2026-11-04
Farmers & Merchants Investments Inc
1,566$69.5K0.0%CoreVery LowLincoln, NE2026-10-22
MTM Investment Management, LLC
1,000$44.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Farther Finance Advisors, LLC
924$41.0K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Network Wealth Advisors LLC
848$37.6K0.0%ETFLowMurray, UT2026-10-28
Lanark Financial, Inc.
805$35.7K0.0%CoreMediumBirmingham, AL2026-10-26
Armstrong Advisory Group, Inc
700$31.1K0.0%ETFHighNeedham, MA2026-10-09
Westside Investment Management, Inc.
647$28.7K0.0%GrowthLowSanta Monica, CA2026-11-02
Avion Wealth
600$260.0%ETFLowThe Woodlands, TX2026-11-04
Pension & Wealth Management Advisors, Inc.
570$25.3K0.0%ETFLowWaltham, MA2026-10-16
Mather Group, Llc.
546$24.2K0.0%ETFMediumChicago, IL2026-10-14
Assetmark, Inc
422$18.7K0.0%ETFLowConcord, CA2026-10-21
Princeton Global Asset Management LLC
400$17.7K0.0%GrowthLowPrinceton, NJ2026-10-21
Gamma Investing LLC
351$15.6K0.0%IndexVery LowFoster City, CA2026-10-08
Mcdonald Partners LLC
313$13.9K0.0%CoreLowCleveland, OH2026-11-03
Caldwell Trust Co
225$10.0K0.0%GrowthLowVenice, FL2026-10-30
Gilpin Wealth Management, LLC
200$8.9K0.0%GrowthLowDenver, CO2026-10-09
Asset Dedication, LLC
200$8.9K0.0%ETFLowSan Francisco, CA2026-11-03
First Horizon Corp
176$7.8K0.0%CoreLowMemphis, TN2026-10-26
Abound Wealth Management
150$6.7K0.0%ETFVery LowFranklin, TN2026-10-26
West Financial Advisors, LLC
122$5.4K0.0%ETFLowDes Moines, IA2026-10-22
Silver Grove Financial Group, Inc.
105$4.7K0.0%CoreMediumOrchard Park, NY2026-11-05
GK Wealth Management LLC
100$4.4K0.0%GARPVery HighReno, NV2026-10-09
Markowski Investments
86$3.8K0.0%ETFN/ATampa, FL2026-10-30
Capital Advisors, Ltd. LLC
47$20.0%ETFLowShaker Heights, OH2026-10-27
Wolff Wiese Magana LLC
36$1.6K0.0%GrowthLowCarslbad, CA2026-10-15
CoreCap Advisors, LLC
30$1.3K0.0%ETFMediumSouthfield, MI2026-10-08
Next Level Wealth Planning, LLC
26$1.2K0.0%ETFVery LowMeridian, ID2026-10-29