ADI Global Distrib (ADIG)

CUSIP: 001026103 | NYSE | Technology · Computer Hardware | Small Cap | 164 institutional holders

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

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.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G Vanguard Portfolio Management LLC	4,194,773	5.5%	New 5%+ stake	Sep 30, 2026	Not yet in a 13F
13G Vanguard Capital Management LLC	3,878,977	5.1%

Institutional Holders — Q3 2026

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FMR LLC10,999,272

0.0% of portfolio$197.1M

Dimensional Fund Advisors LP3,904,217

0.0% of portfolio$70.0M

Geode Capital Management, LLC1,753,230

0.0% of portfolio$31.4M

Fisher Asset Management, LLC1,390,882

0.0% of portfolio$24.9M

Pzena Investment Management LLC810,268

0.0% of portfolio$14.5M

Boston Partners630,063

0.0% of portfolio$11.3M

Royce & Associates LP546,168

0.1% of portfolio$9.8M

Bank of New York Mellon Corp429,248

0.0% of portfolio$7.7M

Principal Financial Group Inc334,499

0.0% of portfolio$6.0M

Swedbank AB280,000

0.0% of portfolio$5.0M

Public Sector Pension Investment Board237,621

0.0% of portfolio$3.9M

Rhumbline Advisers175,404

0.0% of portfolio$3.1M

Nuveen, LLC168,811

0.0% of portfolio$3.0M

Russell Investments Group, Ltd.136,537

0.0% of portfolio$2.4M

Pembroke Management, LTD98,381

0.2% of portfolio$1.8M

New York State Teachers Retirement System77,869

0.0% of portfolio$1.4M

Deutsche Bank Ag\75,525

0.0% of portfolio$1.4M

Staley Capital Advisers Inc70,000

0.0% of portfolio$1.3M

UBS Group AG66,801

0.0% of portfolio$1.2M

Exchange Traded Concepts, LLC56,017

0.0% of portfolio$1.0M

Tweedy, Browne Co LLC56,017

0.1% of portfolio$1.0M

SEI Investments Co55,549

0.0% of portfolio$995.5K

Creative Planning51,830

0.0% of portfolio$928.8K

Heritage Investors Management Corp43,608

0.0% of portfolio$781.0K

Fifth Third Bancorp38,898

0.0% of portfolio$697.1K

Strs Ohio38,500

0.0% of portfolio$689.9K

Illinois Municipal Retirement Fund37,941

0.0% of portfolio$679.9K

Paralel Advisors LLC34,599

0.0% of portfolio$620.0K

Zurcher Kantonalbank (Zurich Cantonalbank)34,510

0.0% of portfolio$618.4K

Berkshire Asset Management LLC31,659

0.0% of portfolio$567.3K

Louisiana State Employees Retirement System29,750

0.0% of portfolio$533.1K

Handelsbanken Fonder AB28,000

0.0% of portfolio$502.0K

Wolverine Asset Management LLC26,521

0.0% of portfolio$475.3K

Universal- Beteiligungs- und Servicegesellschaft mbH21,284

0.0% of portfolio$381.4K

Arizona State Retirement System19,174

0.0% of portfolio$343.6K

Yousif Capital Management, LLC19,027

0.0% of portfolio$341.0K

Police & Firemen's Retirement System of New Jersey18,645

0.0% of portfolio$334.1K

Amalgamated Bank18,079

0.0% of portfolio$324.0K

Teachers Retirement System of the State of Kentucky17,031

0.0% of portfolio$263.0K

KLP Kapitalforvaltning AS16,800

0.0% of portfolio$301.1K

Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,457

0.0% of portfolio$294.9K

Oregon Public Employees Retirement Fund15,668

0.0% of portfolio$280.8K

Maryland State Retirement & Pension System15,590

0.0% of portfolio$279.4K

State of Alaska, Department of Revenue14,539

0.0% of portfolio$260.0K

LPL Financial LLC14,045

0.0% of portfolio$251.7K

Voya Investment Management LLC13,299

0.0% of portfolio$238.3K

Pictet Asset Management Holding SA10,873

0.0% of portfolio$194.8K

Nisa Investment Advisors, LLC7,897

0.0% of portfolio$141.5K

Citigroup Inc7,880

0.0% of portfolio$141.2K

PNC Financial Services Group, Inc.7,094

0.0% of portfolio$127.1K

Elyxium Wealth, LLC4,872

0.0% of portfolio$87.3K

Global Retirement Partners, LLC3,781

0.0% of portfolio$67.8K

Gamma Investing LLC3,185

0.0% of portfolio$57.1K

Quent Capital, LLC2,670

0.0% of portfolio$48.9K

Blue Trust, Inc.2,575

0.0% of portfolio$46.1K

Signaturefd, LLC2,420

0.0% of portfolio$43.4K

KBC Group NV2,262

0.0% of portfolio$41

IFP Advisors, Inc1,977

0.0% of portfolio$35.4K

Fulcrum Asset Management LLP1,644

0.0% of portfolio$31.2K

Sterling Capital Management LLC1,500

0.0% of portfolio$26.9K

Pinnacle Wealth Planning Services, Inc.1,277

0.0% of portfolio$22.9K

Smartleaf Asset Management LLC1,274

0.0% of portfolio$24.2K

Rothwell Investment Advisors, LLC1,070

0.0% of portfolio$19.2K

US Bancorp \de\895

0.0% of portfolio$16.0K

Nykredit A/S866

0.0% of portfolio$15.5K

Tradewinds Capital Management, LLC791

0.0% of portfolio$14.2K

Bessemer Group Inc759

0.0% of portfolio$13

Salomon & Ludwin, LLC741

0.0% of portfolio$13.3K

Blume Capital Management, Inc.550

0.0% of portfolio$9.9K

Harbour Investments, Inc.523

0.0% of portfolio$9.4K

Thompson Investment Management, Inc.349

0.0% of portfolio$6.3K

Smithfield Trust Co316

0.0% of portfolio$5

LOS Angeles Capital Management LLC290

0.0% of portfolio$5.2K

TD Waterhouse Canada Inc.276

0.0% of portfolio$5.0K

Root Financial Partners, LLC272

0.0% of portfolio$4.9K

Tower Trust & Investment Co259

0.0% of portfolio$4.6K

Nfsg Corp216

0.0% of portfolio$3.9K

Bare Financial Services, Inc200

0.0% of portfolio$3.6K

Birch Financial Group, LLC194

0.0% of portfolio$3.5K

Triumph Capital Management187

0.0% of portfolio$3.4K

Key FInancial Inc177

0.0% of portfolio$3.2K

Larson Financial Group LLC176

0.0% of portfolio$3.2K

Rossby Financial, LCC173

0.0% of portfolio$3.1K

Godfrey Financial Associates, Inc.166

0.0% of portfolio$3.0K

Assetmark, Inc146

0.0% of portfolio$2.6K

Rothschild Investment LLC138

0.0% of portfolio$2.5K

EverSource Wealth Advisors, LLC122

0.0% of portfolio$2.2K

St. Johns Investment Management Company, LLC120

0.0% of portfolio$2.2K

Mascoma Wealth Management LLC114

0.0% of portfolio$2.0K

Armstrong Advisory Group, Inc112

0.0% of portfolio$2.0K

Anchor Investment Management, LLC112

0.0% of portfolio$2.0K

Jnba Financial Advisors111

0.0% of portfolio$2.0K

Moisand Fitzgerald Tamayo, LLC104

0.0% of portfolio$1.9K

JFS Wealth Advisors, LLC100

0.0% of portfolio$1.8K

Highline Wealth Partners LLC99

0.0% of portfolio$1.8K

Clearstead Advisors, LLC96

0.0% of portfolio$1.7K

J.Safra Asset Management Corp91

0.0% of portfolio$1.6K

Bayban91

0.0% of portfolio$1.6K

Montgomery Financial Services LLC85

0.0% of portfolio$1.5K

Quaker Wealth Management, LLC83

0.0% of portfolio$1.5K

Compass Financial Management LLC80

0.0% of portfolio$1.4K

Physician Wealth Advisors, Inc.80

0.0% of portfolio$1.4K

SBI Securities Co., Ltd.78

0.0% of portfolio$1.4K

Bell Investment Advisors, Inc76

0.0% of portfolio$1.4K

Heritage Family Offices, LLP75

0.0% of portfolio$1.3K

Parkside Financial Bank & Trust71

0.0% of portfolio$1.3K

UMB Private Wealth Management, LLC70

0.0% of portfolio$1.3K

Farmers & Merchants Investments Inc66

0.0% of portfolio$1.2K

Westside Investment Management, Inc.66

0.0% of portfolio$1.2K

Zions Bancorporation, National Association64

0.0% of portfolio$1.1K

True Wealth Design, LLC59

0.0% of portfolio$1.1K

Financial Consulate, Inc57

0.0% of portfolio$1.0K

Mather Group, Llc.55

0.0% of portfolio$986

Cassaday & Co Wealth Management LLC55

0.0% of portfolio$986

Cullen T Bankers, Inc.54

0.0% of portfolio$968

Kingdom Financial Group Llc.53

0.0% of portfolio$950

Compagnie Lombard Odier SCmA53

0.0% of portfolio$950

Bogart Wealth, LLC48

0.0% of portfolio$860

Brown, Lisle Ings, Inc.46

0.0% of portfolio$824

TD Private Client Wealth LLC46

0.0% of portfolio$824

Pacific Center for Financial Services42

0.0% of portfolio$753

SouthState Bank Corp41

0.0% of portfolio$735

Hazlett, Burt & Watson, Inc.41

0.0% of portfolio$1

Boyd Watterson Asset Management LLC38

0.0% of portfolio$681

IFG Advisory, LLC37

0.0% of portfolio$663

Ascentis Independent Advisors37

0.0% of portfolio$663

William Mack & Associates, Inc.36

0.0% of portfolio$646

First Command Advisory Services, Inc.35

0.0% of portfolio$627

Private Wealth Management Group, LLC35

0.0% of portfolio$628

Measured Wealth Private Client Group, LLC34

0.0% of portfolio$609

Bradley & Co. Private Wealth Management, LLC31

0.0% of portfolio$555

Picton Mahoney Asset Management29

0.0% of portfolio$519

Creative Capital Management Investments LLC28

0.0% of portfolio$502

Game Plan Financial Advisors, LLC27

0.0% of portfolio$484

Laurel Wealth Advisors LLC23

0.0% of portfolio$413

Financial Management Professionals, Inc.22

0.0% of portfolio$394

WPG Advisers, LLC21

0.0% of portfolio$376

North Star Investment Management Corp.19

0.0% of portfolio$340

Valley National Advisers Inc19

0.0% of portfolio$341

Southern Michigan Bank & Trust16

0.0% of portfolio$287

Manchester Capital Management LLC15

0.0% of portfolio$269

SJS Investment Consulting Inc.14

0.0% of portfolio$251

Retirement Wealth Solutions LLC14

0.0% of portfolio$251

DiNuzzo Private Wealth, Inc.13

0.0% of portfolio$233

Evelyn Partners Group Ltd13

0.0% of portfolio$233

Horizon Financial Services, LLC12

0.0% of portfolio$215

Asset Planning,Inc12

0.0% of portfolio$215

Bay Harbor Wealth Management, LLC11

0.0% of portfolio$197

Gilpin Wealth Management, LLC10

0.0% of portfolio$180

Downshift Financial, LLC10

0.0% of portfolio$179

Kelleher Financial Advisors10

0.0% of portfolio$179

West Branch Capital LLC8

0.0% of portfolio$144

Fortis Group Advisors, LLC8

0.0% of portfolio$143

Asset Dedication, LLC4

0.0% of portfolio$72

Holos Integrated Wealth LLC4

0.0% of portfolio$61

Abound Wealth Management4

0.0% of portfolio$72

Elevated Capital Advisors, LLC4

0.0% of portfolio$72

TD Capital Management LLC4

0.0% of portfolio$72

Fairman Group, LLC3

0.0% of portfolio$54

Canton Hathaway, LLC2

0.0% of portfolio$36

Birchbrook, Inc.2

0.0% of portfolio$36

GHP Investment Advisors, Inc.2

0.0% of portfolio$36

DecisionPoint Financial, LLC2

0.0% of portfolio$36

Phillip James Consulting Co.1

0.0% of portfolio$18

				Style	Turnover	Location	Filed
FMR LLC	10,999,272	$197.1M	0.0%	Growth	Medium	Boston, MA	2026-11-10
Dimensional Fund Advisors LP	3,904,217	$70.0M	0.0%	Index	Low	Austin, TX	2026-11-04
Geode Capital Management, LLC	1,753,230	$31.4M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Fisher Asset Management, LLC	1,390,882	$24.9M	0.0%	Core	Low	Plano, TX	2026-11-06
Pzena Investment Management LLC	810,268	$14.5M	0.0%	Deep Value	Medium	New York, NY	2026-10-30
Boston Partners	630,063	$11.3M	0.0%	Value	Medium	Boston, MA	2026-11-10
Royce & Associates LP	546,168	$9.8M	0.1%	Value	Medium	New York, NY	2026-11-09
Bank of New York Mellon Corp	429,248	$7.7M	0.0%	Core	Low	New York, NY	2026-11-05
Principal Financial Group Inc	334,499	$6.0M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Swedbank AB	280,000	$5.0M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Public Sector Pension Investment Board	237,621	$3.9M	0.0%	Core	Medium	Montreal, Austria	2026-11-10
Rhumbline Advisers	175,404	$3.1M	0.0%	Index	Very Low	Boston, MA	2026-11-10
Nuveen, LLC	168,811	$3.0M	0.0%	Core	Low	Charlotte, NC	2026-11-10
Russell Investments Group, Ltd.	136,537	$2.4M	0.0%	Core	Low	Seattle, WA	2026-11-06
Pembroke Management, LTD	98,381	$1.8M	0.2%	GARP	Medium	Montreal, Austria	2026-10-21
New York State Teachers Retirement System	77,869	$1.4M	0.0%	Core	Very Low	Albany, NY	2026-10-22
Deutsche Bank Ag\	75,525	$1.4M	0.0%	Core	Low	Frankfurt Am Main, Hong Kong	2026-11-06
Staley Capital Advisers Inc	70,000	$1.3M	0.0%	Value	Low	Pittsburgh, PA	2026-11-06
UBS Group AG	66,801	$1.2M	0.0%	Core	Medium	Zurich, Switzerland	2026-11-10
Exchange Traded Concepts, LLC	56,017	$1.0M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Tweedy, Browne Co LLC	56,017	$1.0M	0.1%	Deep Value	Low	Stamford, CT	2026-11-04
SEI Investments Co	55,549	$995.5K	0.0%	GARP	Low	Oaks, PA	2026-11-10
Creative Planning	51,830	$928.8K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Heritage Investors Management Corp	43,608	$781.0K	0.0%	Core	Very Low	Bethesda, MD	2026-10-29
Fifth Third Bancorp	38,898	$697.1K	0.0%	Growth	Low	Cincinnati, OH	2026-11-05
Strs Ohio	38,500	$689.9K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Illinois Municipal Retirement Fund	37,941	$679.9K	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Paralel Advisors LLC	34,599	$620.0K	0.0%	Value	Very Low	Denver, CO	2026-11-10
Zurcher Kantonalbank (Zurich Cantonalbank)	34,510	$618.4K	0.0%	Core	Low	Zurich, Switzerland	2026-11-10
Berkshire Asset Management LLC	31,659	$567.3K	0.0%	Value	Very Low	Wilkes Barre, PA	2026-11-10
Louisiana State Employees Retirement System	29,750	$533.1K	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Handelsbanken Fonder AB	28,000	$502.0K	0.0%	Growth	Low	Stockholm, Sweden	2026-11-09
Wolverine Asset Management LLC	26,521	$475.3K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Universal- Beteiligungs- und Servicegesellschaft mbH	21,284	$381.4K	0.0%	Core	Low	Frankfurt Am Main, Hong Kong	2026-11-10
Arizona State Retirement System	19,174	$343.6K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Yousif Capital Management, LLC	19,027	$341.0K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Police & Firemen's Retirement System of New Jersey	18,645	$334.1K	0.0%	Index	Very Low	Trenton, NJ	2026-11-09
Amalgamated Bank	18,079	$324.0K	0.0%	Core	Very Low	New York, NY	2026-10-23
Teachers Retirement System of the State of Kentucky	17,031	$263.0K	0.0%	GARP	Low	Frankfort, KY	2026-11-10
KLP Kapitalforvaltning AS	16,800	$301.1K	0.0%	Index	Very Low	Oslo, Norway	2026-11-10
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	16,457	$294.9K	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Oregon Public Employees Retirement Fund	15,668	$280.8K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Maryland State Retirement & Pension System	15,590	$279.4K	0.0%	Index	Low	Baltimore, MD	2026-11-05
State of Alaska, Department of Revenue	14,539	$260.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
LPL Financial LLC	14,045	$251.7K	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Voya Investment Management LLC	13,299	$238.3K	0.0%	Growth	Medium	Atlanta, GA	2026-11-10
Pictet Asset Management Holding SA	10,873	$194.8K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Nisa Investment Advisors, LLC	7,897	$141.5K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Citigroup Inc	7,880	$141.2K	0.0%	Core	Medium	New York, NY	2026-11-04
PNC Financial Services Group, Inc.	7,094	$127.1K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Elyxium Wealth, LLC	4,872	$87.3K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Global Retirement Partners, LLC	3,781	$67.8K	0.0%	Core	Low	San Rafael, CA	2026-11-10
Gamma Investing LLC	3,185	$57.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Quent Capital, LLC	2,670	$48.9K	0.0%	ETF	Very Low	New York, NY	2026-11-09
Blue Trust, Inc.	2,575	$46.1K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Signaturefd, LLC	2,420	$43.4K	0.0%	Index	Low	Atlanta, GA	2026-10-23
KBC Group NV	2,262	$41	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
IFP Advisors, Inc	1,977	$35.4K	0.0%	Core	Low	Tampa, FL	2026-10-16
Fulcrum Asset Management LLP	1,644	$31.2K	0.0%	Value	High	London, United Kingdom	2026-11-04
Sterling Capital Management LLC	1,500	$26.9K	0.0%	Core	Medium	Charlotte, NC	2026-10-22
Pinnacle Wealth Planning Services, Inc.	1,277	$22.9K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Smartleaf Asset Management LLC	1,274	$24.2K	0.0%	Index	Very Low	Boston, MA	2026-11-10
Rothwell Investment Advisors, LLC	1,070	$19.2K	0.0%	Core	N/A	Salem, MA	2026-11-06
US Bancorp \de\	895	$16.0K	0.0%	Core	Low	Minneapolis, MN	2026-11-05
Nykredit A/S	866	$15.5K	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
Tradewinds Capital Management, LLC	791	$14.2K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Bessemer Group Inc	759	$13	0.0%	Core	Medium	Woodbridge, NJ	2026-11-09
Salomon & Ludwin, LLC	741	$13.3K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Blume Capital Management, Inc.	550	$9.9K	0.0%	Value	Medium	Berkeley, CA	2026-10-26
Harbour Investments, Inc.	523	$9.4K	0.0%	ETF	Low	Madison, WI	2026-11-09
Thompson Investment Management, Inc.	349	$6.3K	0.0%	Value	Medium	Madison, WI	2026-10-14
Smithfield Trust Co	316	$5	0.0%	ETF	Very Low	Pittsburgh, PA	2026-11-09
LOS Angeles Capital Management LLC	290	$5.2K	0.0%	Core	High	Los Angeles, CA	2026-11-10
TD Waterhouse Canada Inc.	276	$5.0K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Root Financial Partners, LLC	272	$4.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Tower Trust & Investment Co	259	$4.6K	0.0%	Growth	Low	Davenport, IA	2026-10-28
Nfsg Corp	216	$3.9K	0.0%	Growth	Medium	Boca Raton, FL	2026-10-15
Bare Financial Services, Inc	200	$3.6K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Birch Financial Group, LLC	194	$3.5K	0.0%	Core	Low	Keene, NH	2026-10-27
Triumph Capital Management	187	$3.4K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Key FInancial Inc	177	$3.2K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Larson Financial Group LLC	176	$3.2K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Rossby Financial, LCC	173	$3.1K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Godfrey Financial Associates, Inc.	166	$3.0K	0.0%	ETF	Low	Glenmont, NY	2026-11-10
Assetmark, Inc	146	$2.6K	0.0%	ETF	Low	Concord, CA	2026-10-21
Rothschild Investment LLC	138	$2.5K	0.0%	Index	Low	Chicago, IL	2026-11-10
EverSource Wealth Advisors, LLC	122	$2.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
St. Johns Investment Management Company, LLC	120	$2.2K	0.0%	Core	Very Low	Jacksonville, FL	2026-10-30
Mascoma Wealth Management LLC	114	$2.0K	0.0%	ETF	Very Low	Hanover, NH	2026-10-23
Armstrong Advisory Group, Inc	112	$2.0K	0.0%	ETF	High	Needham, MA	2026-10-09
Anchor Investment Management, LLC	112	$2.0K	0.0%	Core	Low	Columbia, SC	2026-11-10
Jnba Financial Advisors	111	$2.0K	0.0%	ETF	Low	Bloomington, MN	2026-11-03
Moisand Fitzgerald Tamayo, LLC	104	$1.9K	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
JFS Wealth Advisors, LLC	100	$1.8K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Highline Wealth Partners LLC	99	$1.8K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Clearstead Advisors, LLC	96	$1.7K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
J.Safra Asset Management Corp	91	$1.6K	0.0%	ETF	Low	New York, NY	2026-11-03
Bayban	91	$1.6K	0.0%	Value	Low	Bayport, MN	2026-11-10
Montgomery Financial Services LLC	85	$1.5K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Quaker Wealth Management, LLC	83	$1.5K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Compass Financial Management LLC	80	$1.4K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Physician Wealth Advisors, Inc.	80	$1.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
SBI Securities Co., Ltd.	78	$1.4K	0.0%	Growth	Low	Tokyo, Mexico	2026-10-22
Bell Investment Advisors, Inc	76	$1.4K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Heritage Family Offices, LLP	75	$1.3K	0.0%	Core	High	Scottsdale, AZ	2026-11-02
Parkside Financial Bank & Trust	71	$1.3K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
UMB Private Wealth Management, LLC	70	$1.3K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Farmers & Merchants Investments Inc	66	$1.2K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Westside Investment Management, Inc.	66	$1.2K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Zions Bancorporation, National Association	64	$1.1K	0.0%	ETF	Medium	Salt Lake City, UT	2026-11-06
True Wealth Design, LLC	59	$1.1K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Financial Consulate, Inc	57	$1.0K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Mather Group, Llc.	55	$986	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Cassaday & Co Wealth Management LLC	55	$986	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Cullen T Bankers, Inc.	54	$968	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Kingdom Financial Group Llc.	53	$950	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Compagnie Lombard Odier SCmA	53	$950	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Bogart Wealth, LLC	48	$860	0.0%	GARP	Medium	Mclean, VA	2026-11-10
Brown, Lisle Ings, Inc.	46	$824	0.0%	Core	Very Low	Providence, RI	2026-10-16
TD Private Client Wealth LLC	46	$824	0.0%	ETF	Low	New York, NY	2026-10-28
Pacific Center for Financial Services	42	$753	0.0%	ETF	Medium	Danville, CA	2026-10-15
SouthState Bank Corp	41	$735	0.0%	Core	Low	Winter Haven, FL	2026-11-09
Hazlett, Burt & Watson, Inc.	41	$1	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Boyd Watterson Asset Management LLC	38	$681	0.0%	Growth	Low	Cleveland, OH	2026-11-06
IFG Advisory, LLC	37	$663	0.0%	ETF	Low	Atlanta, GA	2026-11-09
Ascentis Independent Advisors	37	$663	0.0%	Growth	Low	Dallas, TX	2026-11-03
William Mack & Associates, Inc.	36	$646	0.0%	ETF	Low	Troy, MI	2026-10-27
First Command Advisory Services, Inc.	35	$627	0.0%	ETF	Low	Fort Worth, TX	2026-11-05
Private Wealth Management Group, LLC	35	$628	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Measured Wealth Private Client Group, LLC	34	$609	0.0%	ETF	Medium	Portsmouth, NH	2026-11-10
Bradley & Co. Private Wealth Management, LLC	31	$555	0.0%	Core	Very Low	Miami, FL	2026-10-23
Picton Mahoney Asset Management	29	$519	0.0%	GARP	High	Toronto, Australia	2026-11-09
Creative Capital Management Investments LLC	28	$502	0.0%	ETF	Low	San Diego, CA	2026-10-28
Game Plan Financial Advisors, LLC	27	$484	0.0%	Core	Medium	Westlake, OH	2026-11-10
Laurel Wealth Advisors LLC	23	$413	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Financial Management Professionals, Inc.	22	$394	0.0%	ETF	Medium	Austin, TX	2026-10-23
WPG Advisers, LLC	21	$376	0.0%	Core	Low	Baltimore, MD	2026-10-27
North Star Investment Management Corp.	19	$340	0.0%	Value	Low	Chicago, IL	2026-10-27
Valley National Advisers Inc	19	$341	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Southern Michigan Bank & Trust	16	$287	0.0%	ETF	Low	Coldwater, MI	2026-10-19
Manchester Capital Management LLC	15	$269	0.0%	Core	Low	Manchester, VT	2026-10-22
SJS Investment Consulting Inc.	14	$251	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Retirement Wealth Solutions LLC	14	$251	0.0%	ETF	Low	Marshfield, WI	2026-10-07
DiNuzzo Private Wealth, Inc.	13	$233	0.0%	ETF	Low	Beaver, PA	2026-10-16
Evelyn Partners Group Ltd	13	$233	0.0%	Value	N/A	London, United Kingdom	2026-11-10
Horizon Financial Services, LLC	12	$215	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Asset Planning,Inc	12	$215	0.0%	Core	Very Low	Los Alamitos, CA	2026-10-26
Bay Harbor Wealth Management, LLC	11	$197	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Gilpin Wealth Management, LLC	10	$180	0.0%	Growth	Low	Denver, CO	2026-10-09
Downshift Financial, LLC	10	$179	0.0%	ETF	Low	Boulder, CO	2026-10-13
Kelleher Financial Advisors	10	$179	0.0%	Core	Medium	New York, NY	2026-10-30
West Branch Capital LLC	8	$144	0.0%	Growth	Very Low	Amherst, MA	2026-10-20
Fortis Group Advisors, LLC	8	$143	0.0%	ETF	High	Westwood, NJ	2026-11-06
Asset Dedication, LLC	4	$72	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Holos Integrated Wealth LLC	4	$61	0.0%	ETF	Low	Kennett Square, PA	2026-10-23
Abound Wealth Management	4	$72	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Elevated Capital Advisors, LLC	4	$72	0.0%	ETF	Medium	Sandy, UT	2026-11-04
TD Capital Management LLC	4	$72	0.0%	ETF	Very Low	Memphis, TN	2026-11-10
Fairman Group, LLC	3	$54	0.0%	ETF	Low	Chesterbrook, PA	2026-10-26
Canton Hathaway, LLC	2	$36	0.0%	Value	Low	Providence, RI	2026-10-23
Birchbrook, Inc.	2	$36	0.0%	ETF	Low	Bangor, ME	2026-10-14
GHP Investment Advisors, Inc.	2	$36	0.0%	Core	Very Low	Denver, CO	2026-10-15
DecisionPoint Financial, LLC	2	$36	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Phillip James Consulting Co.	1	$18	0.0%	ETF	Very High	Plymouth, MN	2026-11-03