Astera Labs Inc (ALAB)

CUSIP: 04626A103 | NYSE | Technology · Semiconductors | Large Cap | 1432 institutional holders

Compare Detailed Historical Funds Options 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/A FMR LLC	15,774,196	9.1%	New 5%+ stake	Sep 30, 2026	92d ahead of 13F (24,845,364 sh) · −9,071,168

13G/A FMR LLC

Institutional Holders — Q3 2026

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Citigroup Inc564,068

0.1% of portfolio$200.8M

Bank of New York Mellon Corp519,376

0.0% of portfolio$184.9M

Mirae Asset Global Investments Co., Ltd.377,875

0.2% of portfolio$134.5M

Sumitomo Mitsui Trust Group, Inc.342,169

0.1% of portfolio$121.8M

Amazon COM Inc277,777

2.6% of portfolio$98.9M

Dimensional Fund Advisors LP272,777

0.0% of portfolio$97.1M

TimesSquare Capital Management, LLC217,408

1.3% of portfolio$77.4M

Mitsubishi UFJ Asset Management Co., Ltd.211,551

0.0% of portfolio$75.3M

ProShare Advisors LLC184,326

0.1% of portfolio$65.6M

Salem Investment Counselors Inc154,723

1.4% of portfolio$55.1M

Robeco Institutional Asset Management B.V.151,807

0.1% of portfolio$54.0M

Neos Investment Management LLC116,408

0.1% of portfolio$41.4M

FengHe Fund Management Pte. Ltd.115,666

2.0% of portfolio$41.2M

Pictet Asset Management Holding SA108,340

0.0% of portfolio$38.6M

KBC Group NV97,056

0.2% of portfolio$34.5M

Sierra Summit Advisors LLC93,172

3.9% of portfolio$33.2M

Spear Advisors LLC76,976

11.9% of portfolio$27.4M

Assenagon Asset Management S.A.74,746

0.0% of portfolio$26.6M

Strs Ohio63,575

0.1% of portfolio$22.6M

Park Avenue Securities LLC58,995

0.4% of portfolio$21.0M

Swedbank AB53,807

0.0% of portfolio$19.2M

Asset Management One Co., Ltd.53,750

0.0% of portfolio$19.1M

Rakuten Investment Management, Inc.50,571

0.0% of portfolio$18.1M

M & L Capital Management Ltd50,200

3.7% of portfolio$17.9M

Fjarde Ap-Fonden TH Swedish National Pension Fund49,808

0.1% of portfolio$17.7M

Renaissance Capital LLC49,171

12.1% of portfolio$17.5M

Eulav Asset Management48,531

0.6% of portfolio$17.3M

Harbour Trust & Investment Management Co47,233

1.6% of portfolio$16.8M

State of New Jersey Common Pension Fund D44,286

0.1% of portfolio$15.8M

Candriam S.C.A.42,634

0.1% of portfolio$15.2M

Prospera Financial Services Inc39,332

0.1% of portfolio$10.2M

SEB Asset Management AB38,155

0.1% of portfolio$13.6M

Parnassus Investments, LLC37,675

0.0% of portfolio$13.4M

Arizona State Retirement System37,451

0.1% of portfolio$13.3M

CIBC Asset Management Inc37,125

0.0% of portfolio$13.2M

DekaBank Deutsche Girozentrale36,828

0.1% of portfolio$13.2M

GF Fund Management Co. Ltd.34,495

0.2% of portfolio$12.3M

Oak Grove Capital LLC34,040

0.5% of portfolio$12.1M

Xponance LLC33,774

0.1% of portfolio$12.0M

Daiwa Securities Group Inc.33,065

0.0% of portfolio$11.8M

Counterpoint Mutual Funds LLC32,947

1.0% of portfolio$11.7M

Illinois Municipal Retirement Fund32,819

0.1% of portfolio$11.7M

IFM Investors Pty Ltd31,795

0.1% of portfolio$11.3M

Commonwealth Equity Services, LLC31,764

0.0% of portfolio$11.3M

Exchange Traded Concepts, LLC31,043

0.0% of portfolio$11.1M

MacKenzie Financial Corp28,795

0.0% of portfolio$10.3M

United Capital Management of KS, Inc.28,413

1.3% of portfolio$10.1M

Linden Thomas Advisory Services, LLC27,655

0.8% of portfolio$9.8M

Lido Advisors, LLC27,630

0.0% of portfolio$9.8M

Allspring Global Investments Holdings, LLC27,610

0.0% of portfolio$9.8M

Cambridge Investment Research Advisors, Inc.26,453

0.1% of portfolio$9.4M

Raiffeisen Bank International AG25,770

0.1% of portfolio$9.2M

Kestra Advisory Services, LLC25,652

0.0% of portfolio$9.1M

Sumitomo Mitsui DS Asset Management Company, Ltd25,520

0.1% of portfolio$9.1M

Decker Retirement Planning Inc.25,452

3.0% of portfolio$9.1M

Creative Planning25,331

0.0% of portfolio$9.0M

iA Global Asset Management Inc.24,375

0.2% of portfolio$8.7M

Wealth Management Partners, LLC23,627

2.0% of portfolio$8.4M

Wealthcare Advisory Partners LLC22,328

0.1% of portfolio$7.9M

Shariaportfolio, Inc.20,679

2.6% of portfolio$7.4M

OP Asset Management Ltd20,665

0.1% of portfolio$7.4M

Bochk Asset Management Ltd20,050

1.0% of portfolio$7.1M

Aware Super Pty Ltd as trustee of Aware Super19,688

0.1% of portfolio$7.0M

Truist Financial Corp18,787

0.0% of portfolio$6.7M

Profund Advisors LLC18,701

0.2% of portfolio$6.7M

Global X Japan Co., Ltd.17,596

0.3% of portfolio$6.3M

Sycomore Asset Management17,231

0.6% of portfolio$5.5K

Achmea Investment Management B.V.17,015

0.0% of portfolio$6.1M

Paragon Advisors, LLC16,981

1.1% of portfolio$6.0M

Oak Thistle LLC16,594

0.5% of portfolio$5.9M

Motley Fool Asset Management LLC15,830

0.2% of portfolio$5.6M

Caitong International Asset Management Co., Ltd15,817

0.5% of portfolio$5.6M

Integrated Financial Solutions, Inc.15,135

2.8% of portfolio$5.4M

Swiss Life Asset Management Ltd14,951

0.0% of portfolio$5.3M

DE Burlo Group Inc14,800

0.9% of portfolio$5.3M

Wealth Effects LLC14,300

1.4% of portfolio$5.1M

Sanders Morris Harris LLC13,544

0.6% of portfolio$4.8M

SBI Securities Co., Ltd.13,484

0.1% of portfolio$4.8M

ASR Vermogensbeheer N.V.12,003

0.0% of portfolio$4.3M

ABN Amro Investment Solutions11,876

0.0% of portfolio$4.2M

Wilmington Savings Fund Society, FSB11,873

0.1% of portfolio$4.2M

Chapin Davis, Inc.11,451

0.8% of portfolio$4.1M

Bokf, NA11,296

0.1% of portfolio$4.0M

Atlatl Advisers LLC11,271

0.9% of portfolio$4.0M

Dedeker Financial LLC11,166

2.3% of portfolio$4.0M

Amalgamated Bank11,118

0.1% of portfolio$4.0M

Louisiana State Employees Retirement System10,900

0.1% of portfolio$3.9M

Nfsg Corp10,623

0.4% of portfolio$3.8M

Gulf International Bank (UK) Ltd10,118

0.1% of portfolio$3.6M

PensionDanmark Pensionsforsikringsaktieselskab9,906

0.0% of portfolio$3.5M

Highland Capital Management, LLC9,670

0.2% of portfolio$3.4M

Peterson Wealth Services9,449

0.7% of portfolio$3.4M

Nisa Investment Advisors, LLC9,327

0.0% of portfolio$3.3M

B. Metzler seel. Sohn & Co. AG9,264

0.0% of portfolio$3.3M

China Universal Asset Management Co., Ltd.8,746

0.2% of portfolio$3.1M

Inspire Investing, LLC8,363

0.1% of portfolio$3.0M

Wealth Enhancement Advisory Services, LLC8,338

0.0% of portfolio$2.9M

Mirador Capital Partners LP8,263

0.3% of portfolio$2.9M

Oppenheimer Asset Management Inc.8,179

0.0% of portfolio$2.9M

BI Asset Management Fondsmaeglerselskab A/S7,905

0.1% of portfolio$2.8M

Taylor Frigon Capital Management LLC7,609

1.4% of portfolio$2.7M

Diversify Wealth Management, LLC7,599

0.0% of portfolio$2.3M

Diversify Advisory Services, LLC7,599

0.0% of portfolio$2.3M

Harbour Capital Advisors, LLC6,888

0.4% of portfolio$2.5M

Independent Financial Group, LLC6,787

0.0% of portfolio$2.4M

Imc-Chicago, LLC6,680

0.0% of portfolio$2.4M

Straight Path Wealth Management6,250

0.5% of portfolio$2.2M

Vontobel Holding Ltd.6,176

0.0% of portfolio$2.2M

Kornitzer Capital Management Inc6,050

0.0% of portfolio$2.2M

Farther Finance Advisors, LLC6,043

0.0% of portfolio$2.2M

Ag2r LA Mondiale Gestion D'actifs5,966

0.1% of portfolio$2.1M

GSG Advisors LLC5,940

0.4% of portfolio$2.1M

SeaBridge Investment Advisors LLC5,774

0.3% of portfolio$2.1M

Realta Investment Advisors5,722

0.6% of portfolio$2.0M

Tokio Marine Asset Management Co LTD5,609

0.1% of portfolio$2.0M

Concurrent Investment Advisors, LLC5,427

0.0% of portfolio$1.9M

Teamwork Financial Advisors, LLC5,246

0.2% of portfolio$1.9M

Allen Investment Management, LLC5,197

0.0% of portfolio$1.8M

Cadent Capital Advisors, LLC5,182

0.4% of portfolio$1.8M

Gradient Investments LLC5,151

0.0% of portfolio$1.8M

Cypress Capital Group5,026

0.2% of portfolio$1.8M

PKO Investment Management Joint-Stock Co5,000

0.1% of portfolio$1.8M

Elevation Point Wealth Partners, LLC4,891

0.0% of portfolio$1.7M

Rakuten Securities, Inc.4,754

0.5% of portfolio$1.7M

North Dakota State Investment Board4,689

0.1% of portfolio$1.7M

Meridian Investment Counsel Inc.4,655

0.4% of portfolio$1.7M

Vise Technologies, Inc.4,542

0.0% of portfolio$1.6M

Ethic Inc.4,448

0.0% of portfolio$1.6M

Piar LLC4,430

1.0% of portfolio$1.6M

Hoey Investments, Inc4,406

0.2% of portfolio$1.6M

UniSuper Management Pty Ltd4,392

0.0% of portfolio$1.6M

Clay Northam Wealth Management, LLC4,368

0.7% of portfolio$1.6M

Park Capital Management, LLC / WI4,353

0.8% of portfolio$1.5M

Oppenheimer & Co Inc4,322

0.0% of portfolio$1.5M

MRA Advisory Group4,299

0.6% of portfolio$1.5M

SAX Wealth Advisors, LLC4,285

0.0% of portfolio$1.5M

TD Waterhouse Canada Inc.4,260

0.0% of portfolio$1.5M

FNY Investment Advisers, LLC4,146

1.4% of portfolio$1.5M

Hazlett, Burt & Watson, Inc.4,137

0.7% of portfolio$1.2M

J. Safra Sarasin Holding AG4,124

0.0% of portfolio$1.5M

Laurion Capital Management LP4,089

0.0% of portfolio$1.5M

Avanza Fonder AB4,089

0.0% of portfolio$1.5M

IFP Advisors, Inc4,083

0.0% of portfolio$1.5M

Cache Advisors, LLC4,000

0.1% of portfolio$1.4M

Strategic Blueprint, LLC3,879

0.1% of portfolio$1.4M

Wedmont Private Capital3,772

0.0% of portfolio$1.3M

Bosman Wealth Management, LLC3,739

0.8% of portfolio$1.3M

Bank Julius Baer & Co. Ltd, Zurich3,734

0.0% of portfolio$1.3M

J.Safra Asset Management Corp3,697

0.1% of portfolio$1.3M

Flagship Harbor Advisors, LLC3,606

0.0% of portfolio$1.3M

Cherry Creek Investment Advisors, Inc.3,582

0.5% of portfolio$1.3M

Leonteq Securities AG3,553

0.1% of portfolio$1.3M

Simplex Trading, LLC3,440

0.0% of portfolio$1.2M

Tandem Capital Management Corp3,355

0.5% of portfolio$1.2M

D.A. Davidson & Co.3,333

0.0% of portfolio$1.2M

E. Ohman J:or Asset Management AB3,305

0.0% of portfolio$1.2M

Alps Advisors Inc3,278

0.0% of portfolio$1.2M

TrueMark Investments, LLC3,129

0.1% of portfolio$1.1M

Howard Capital Management, LLC3,123

0.0% of portfolio$1.1M

Sterling Investment Advisors, Ltd.3,059

0.2% of portfolio$1.1M

Prime Capital Investment Advisors, LLC2,973

0.0% of portfolio$1.1M

Plato Investment Management Ltd2,970

0.1% of portfolio$1.1M

Sterling Capital Management LLC2,944

0.0% of portfolio$1.0M

Net Worth Advisory Group2,896

0.3% of portfolio$1.0M

Trilogy Capital Inc.2,850

0.0% of portfolio$1.0M

Norden Group LLC2,719

0.1% of portfolio$967.9K

St. Louis Financial Planners Asset Management, LLC2,704

0.3% of portfolio$682.8K

Kingswood Wealth Advisors, LLC2,695

0.0% of portfolio$959.3K

Harbor Capital Advisors, Inc.2,692

0.2% of portfolio$958.0K

Capstone Capital Management Ltd2,653

0.4% of portfolio$944.4K

Valley Brook Capital Group, Inc.2,645

0.5% of portfolio$941.5K

Frank, Rimerman Advisors LLC2,639

0.1% of portfolio$939.4K

Wealth Enhancement Trust Services, Inc.2,608

0.1% of portfolio$928.4K

Verus Capital Partners, LLC2,569

0.0% of portfolio$914.5K

State of Alaska, Department of Revenue2,507

0.0% of portfolio$892.0K

Juncture Wealth Strategies, LLC2,499

0.2% of portfolio$889.6K

Encompass More Asset Management2,490

0.1% of portfolio$886.4K

Visionary Wealth Advisors2,486

0.0% of portfolio$884.9K

Kestra Private Wealth Services, LLC2,410

0.0% of portfolio$857.9K

Choreo, LLC2,406

0.0% of portfolio$856.6K

Clear Wave Wealth Management LLC2,364

0.1% of portfolio$841.5K

HB Wealth Management, LLC2,351

0.0% of portfolio$813.7K

Huntleigh Advisors, Inc.2,330

0.1% of portfolio$829.4K

Chicago Partners Investment Group LLC2,253

0.0% of portfolio$579.4K

Total Clarity Wealth Management, Inc.2,215

0.2% of portfolio$788.5K

StoryOne LLC2,181

0.4% of portfolio$776.4K

StoryOne LLC2,181

0.3% of portfolio$776.4K

Emergent Wealth Advisors, LLC2,161

0.4% of portfolio$769.3K

Yousif Capital Management, LLC2,147

0.0% of portfolio$764.3K

Fulcrum Asset Management LLP2,138

0.0% of portfolio$765.1K

Sigma Planning Corp2,129

0.0% of portfolio$741.8K

AlphaCore Capital LLC2,112

0.0% of portfolio$751.8K

Keybank National Association2,103

0.0% of portfolio$748.6K

Providence First Trust Co2,074

0.2% of portfolio$738.3K

Fideuram Asset Management (Ireland) dac2,074

0.0% of portfolio$633.1K

Atria Investments, Inc2,002

0.0% of portfolio$712.8K

ARK & TLK Investments, LLC2,000

0.2% of portfolio$711.9K

Crossmark Global Holdings, Inc.1,994

0.0% of portfolio$709.8K

Greenleaf Trust1,978

0.0% of portfolio$704.1K

Mindset Wealth Management, LLC1,970

0.1% of portfolio$701.3K

DMC Group, LLC1,955

0.5% of portfolio$695.9K

Signaturefd, LLC1,930

0.0% of portfolio$686.9K

Simplicity Wealth,LLC1,927

0.0% of portfolio$686.0K

Gables Capital Management Inc.1,900

0.3% of portfolio$676.3K

MBL Wealth, LLC1,858

0.0% of portfolio$661.4K

Left Brain Wealth Management, LLC1,848

0.2% of portfolio$657.8K

Pinnacle Associates LTD1,825

0.0% of portfolio$649.7K

Almanack Investment Partners, Llc.1,812

0.1% of portfolio$645.0K

Tobam1,796

0.5% of portfolio$639.0K

Virtus Wealth Solutions LLC1,748

0.1% of portfolio$622.2K

Beaumont Financial Advisors, LLC1,724

0.0% of portfolio$613.7K

Fairvoy Private Wealth, LLC1,623

0.1% of portfolio$577.7K

Principal Financial Group Inc1,620

0.0% of portfolio$576.7K

Livforsakringsbolaget Skandia, Omsesidigt1,600

0.0% of portfolio$482.7K

Mutual of America Capital Management LLC1,590

0.0% of portfolio$566.0K

HUB Investment Partners, LLC1,533

0.0% of portfolio$545.7K

Focus Financial Network, Inc.1,526

0.0% of portfolio$543.2K

Gamma Investing LLC1,517

0.0% of portfolio$540.0K

Csenge Advisory Group1,499

0.0% of portfolio$533.8K

Elevatus Welath Management1,482

0.1% of portfolio$527.6K

First Citizens Bank & Trust Co1,459

0.0% of portfolio$519.4K

Patten Group, Inc.1,448

0.1% of portfolio$515.4K

Larson Financial Group LLC1,445

0.0% of portfolio$514.4K

SpringVest Wealth Management LLC1,442

0.3% of portfolio$513.4K

SeaCrest Wealth Management, LLC1,428

0.1% of portfolio$508.3K

OAK Ridge Investments LLC1,421

0.0% of portfolio$505.8K

Cigna Investments Inc1,414

0.2% of portfolio$503.0K

Meridian Wealth Management, LLC1,412

0.0% of portfolio$502.6K

Formuepleje A/S1,405

0.0% of portfolio$500.1K

JBR Co Financial Management Inc1,398

0.2% of portfolio$602.3K

Split Creek LLC DBA Split Creek Capital LLC1,381

0.5% of portfolio$491.6K

Tuttle Capital Management, LLC1,341

0.2% of portfolio$477.4K

Journey Advisory Group, LLC1,271

0.0% of portfolio$452.4K

TB Alternative Assets Ltd.1,215

0.1% of portfolio$432.5K

Integrity Alliance, Llc.1,205

0.0% of portfolio$428.9K

Goldstein Advisors, LLC1,204

0.0% of portfolio$428.6K

Creative Financial Designs Inc1,202

0.0% of portfolio$427.9K

Interchange Capital Partners, LLC1,187

0.1% of portfolio$422.5K

Alta Advisers Ltd1,177

0.1% of portfolio$419.0K

CPR Investments Inc.1,146

0.3% of portfolio$407.9K

Comprehensive Financial Planning, Inc.1,138

0.2% of portfolio$405.2K

Riverbend Wealth Management, LLC1,128

0.2% of portfolio$401.5K

First Horizon Corp1,128

0.0% of portfolio$401.5K

Brookstone Capital Management1,126

0.0% of portfolio$400.9K

Parallel Advisors, LLC1,126

0.0% of portfolio$400.9K

Aaron Wealth Advisors LLC1,104

0.0% of portfolio$393.0K

Berbice Capital Management LLC1,100

0.2% of portfolio$391.6K

MGO One Seven LLC1,092

0.0% of portfolio$388.7K

Archford Capital Strategies, LLC1,056

0.0% of portfolio$375.9K

BankChampaign, National Association1,045

0.3% of portfolio$372.0K

Verdence Capital Advisors LLC1,045

0.0% of portfolio$372.0K

Legacy Bridge, LLC1,035

0.1% of portfolio$368.4K

Arista Wealth Management, LLC1,001

0.0% of portfolio$356.3K

Violich Capital Management, Inc.1,000

0.0% of portfolio$356.0K

Commerce Advisors, LLC1,000

0.2% of portfolio$356.0K

Integrated Advisors Network LLC983

0.0% of portfolio$349.9K

Apollon Wealth Management, LLC974

0.0% of portfolio$346.9K

Angeles Wealth Management, LLC953

0.0% of portfolio$339.2K

RMR Wealth Builders952

0.0% of portfolio$338.9K

Adamsbrown Wealth Consultants LLC932

0.1% of portfolio$331.8K

Colonial River Investments, LLC916

0.1% of portfolio$326.1K

Values First Advisors, Inc.897

0.2% of portfolio$319.3K

Assetmark, Inc884

0.0% of portfolio$314.9K

B.A. Schrock Wealth Management, Inc.842

0.1% of portfolio$300.1K

Perigon Wealth Management, LLC842

0.0% of portfolio$299.7K

Citizens Financial Group Inc816

0.0% of portfolio$290.5K

ProCore Advisors, LLC815

0.4% of portfolio$290.0K

V-Square Quantitative Management LLC812

0.0% of portfolio$289.0K

Laurel OAK Wealth Management, LLC803

0.0% of portfolio$285.8K

Walser Wealth Management Company, A Ltd Liability Co792

0.1% of portfolio$281.9K

StoneCrest Wealth Management, Inc.782

0.1% of portfolio$278.4K

Winter & Associates, Inc.769

0.2% of portfolio$219.0K

Affinity Capital Advisors, LLC766

0.0% of portfolio$262.1K

CoreCap Advisors, LLC749

0.0% of portfolio$266.6K

Diversified Enterprises, LLC729

0.0% of portfolio$259.5K

LeConte Wealth Management, LLC720

0.1% of portfolio$256.3K

EverSource Wealth Advisors, LLC708

0.0% of portfolio$252.0K

Gunderson Capital Management LLC702

0.1% of portfolio$249.9K

Summit Wealth Group LLC / Co702

0.0% of portfolio$249.9K

Bensler, LLC700

0.0% of portfolio$249.2K

Thrivent Financial for Lutherans687

0.0% of portfolio$245.0K

McAdam, LLC683

0.0% of portfolio$243.1K

Sagespring Wealth Partners, LLC672

0.0% of portfolio$239.3K

Warren Street Wealth Advisors, LLC651

0.0% of portfolio$231.7K

Davenport & Co LLC651

0.0% of portfolio$231.9K

Accel Wealth Management651

0.0% of portfolio$231.7K

Redhawk Wealth Advisors, Inc.650

0.0% of portfolio$231.4K

Dynamic Advisor Solutions LLC650

0.0% of portfolio$231.4K

VestGen Advisors, LLC648

0.0% of portfolio$230.7K

Thrive Wealth Management, LLC633

0.0% of portfolio$225.3K

Cap Partners, LLC627

0.1% of portfolio$223.2K

Facet Wealth, Inc.619

0.0% of portfolio$220.3K

Ashton Thomas Private Wealth, LLC610

0.0% of portfolio$217.2K

Vanguard Capital Wealth Advisors600

0.1% of portfolio$213.6K

First Affirmative Financial Network600

0.0% of portfolio$213.4K

Shaker Investments LLC593

0.1% of portfolio$211.1K

Global Trust Asset Management, LLC590

0.1% of portfolio$210.1K

71 West Capital Partners585

0.0% of portfolio$208.2K

Cooper Financial Group571

0.0% of portfolio$203.3K

Clear Creek Financial Management, LLC564

0.0% of portfolio$200.8K

Radnor Capital Management, LLC564

0.0% of portfolio$200.8K

Mosley Wealth Management497

0.0% of portfolio$150.1K

Pioneer Family Office, LLC490

0.1% of portfolio$174.4K

Formidable Asset Management, LLC433

0.0% of portfolio$209.1K

WPG Advisers, LLC425

0.1% of portfolio$151.3K

Murphy & Mullick Capital Management Corp402

0.1% of portfolio$143.1K

Advocate Investing Services LLC375

0.1% of portfolio$133.5K

Versant Capital Management, Inc371

0.0% of portfolio$132.1K

Lodestone Wealth Management LLC346

0.0% of portfolio$123.2K

Heritage Family Offices, LLP309

0.0% of portfolio$110.0K

Manchester Capital Management LLC272

0.0% of portfolio$96.8K

Rossby Financial, LCC259

0.0% of portfolio$92.2K

University of Texas S AM Investment Management Co235

0.0% of portfolio$83.7K

Cullen T Bankers, Inc.226

0.0% of portfolio$80.4K

Summit Securities Group LLC217

0.0% of portfolio$77.2K

Private Trust Co NA207

0.0% of portfolio$73.7K

Rydar Equities, Inc.200

0.0% of portfolio$76.5K

Parkside Financial Bank & Trust192

0.0% of portfolio$68.3K

MassMutual Private Wealth & Trust, FSB182

0.0% of portfolio$64.8K

AlphaCentric Advisors LLC162

0.1% of portfolio$57.7K

Elyxium Wealth, LLC158

0.0% of portfolio$56.2K

TD Private Client Wealth LLC150

0.0% of portfolio$53.4K

Mather Group, Llc.142

0.0% of portfolio$50.6K

Owl Creek Wealth Partners LLC130

0.0% of portfolio$46.3K

Root Financial Partners, LLC127

0.0% of portfolio$45.2K

Smallwood Wealth Investment Management, LLC125

0.0% of portfolio$44.5K

Pension & Wealth Management Advisors, Inc.123

0.0% of portfolio$43.8K

Blue Bell Private Wealth Management, LLC116

0.0% of portfolio$41.3K

Birch Financial Group, LLC111

0.0% of portfolio$39.5K

Hughes Financial Services, LLC101

0.0% of portfolio$29.3K

Montag A & Associates Inc100

0.0% of portfolio$35.6K

Nova Financial LLC100

0.0% of portfolio$35.6K

Salomon & Ludwin, LLC95

0.0% of portfolio$33.8K

Wolff Wiese Magana LLC90

0.0% of portfolio$32.0K

Signature Equity Partners, LLC89

0.0% of portfolio$31.7K

Bell Investment Advisors, Inc89

0.0% of portfolio$31.7K

Bayforest Capital Ltd89

0.0% of portfolio$31.7K

DiNuzzo Private Wealth, Inc.87

0.0% of portfolio$31.0K

CX Institutional84

0.0% of portfolio$30

GK Wealth Management LLC82

0.0% of portfolio$29.2K

Bullock Wealth Management Group80

0.0% of portfolio$28.5K

Quaker Wealth Management, LLC77

0.0% of portfolio$27.4K

James T. Borello RIA65

0.0% of portfolio$23.1K

Carolina Wealth Advisors, LLC64

0.0% of portfolio$22.8K

Archer Investment Corp63

0.0% of portfolio$22.4K

Cromwell Holdings LLC62

0.0% of portfolio$22.1K

Concord Wealth Partners62

0.0% of portfolio$22.0K

Covestor Ltd61

0.0% of portfolio$22

SJS Investment Consulting Inc.58

0.0% of portfolio$20.6K

Golden State Wealth Management, LLC56

0.0% of portfolio$19.9K

Pinnacle Wealth Planning Services, Inc.51

0.0% of portfolio$18.2K

Quest 10 Wealth Builders, Inc.48

0.0% of portfolio$17.1K

Nemes Rush Group LLC47

0.0% of portfolio$16.7K

Catalyst Capital Advisors LLC45

0.0% of portfolio$16.0K

Grove Bank & Trust45

0.0% of portfolio$16.0K

Hilton Head Capital Partners, LLC40

0.0% of portfolio$14.2K

Redwood Park Advisors LLC38

0.0% of portfolio$13.5K

Fortitude Family Office, LLC32

0.0% of portfolio$11.4K

Silver Grove Financial Group, Inc.30

0.0% of portfolio$10.7K

Physician Wealth Advisors, Inc.29

0.0% of portfolio$10.3K

Spire Wealth Management29

0.0% of portfolio$10.3K

Ascentis Independent Advisors28

0.0% of portfolio$10.0K

Avion Wealth27

0.0% of portfolio$9

Blue Trust, Inc.26

0.0% of portfolio$9.3K

Tradewinds Capital Management, LLC25

0.0% of portfolio$8.9K

Evolution Wealth Management Inc.25

0.0% of portfolio$8.9K

Strategic Advocates LLC24

0.0% of portfolio$8.5K

Asset Dedication, LLC23

0.0% of portfolio$8.2K

UMB Private Wealth Management, LLC23

0.0% of portfolio$8.2K

Nvwm, LLC23

0.0% of portfolio$8.2K

Community Financial Services Group, LLC22

0.0% of portfolio$7.8K

Toth Financial Advisory Corp21

0.0% of portfolio$7.5K

Cassaday & Co Wealth Management LLC20

0.0% of portfolio$7.1K

Gleason Group, Inc.18

0.0% of portfolio$6.4K

Retirement Wealth Solutions LLC16

0.0% of portfolio$5.7K

High Note Wealth, LLC16

0.0% of portfolio$5.7K

Chapman Financial Group, LLC15

0.0% of portfolio$5.3K

Trust Co of Vermont14

0.0% of portfolio$5.0K

Horizon Financial Services, LLC14

0.0% of portfolio$5.0K

Wilkerson Advisory Group LLC13

0.0% of portfolio$4.6K

Asset Planning,Inc13

0.0% of portfolio$4.6K

Security National Bank13

0.0% of portfolio$4.6K

Provenance Wealth Advisors, LLC12

0.0% of portfolio$4.3K

Essential Partners LLC12

0.0% of portfolio$4.3K

Bare Financial Services, Inc11

0.0% of portfolio$3.9K

Bay Harbor Wealth Management, LLC11

0.0% of portfolio$3.9K

Valley National Advisers Inc10

0.0% of portfolio$3.6K

MV Capital Management, Inc.10

0.0% of portfolio$3.6K

Key FInancial Inc10

0.0% of portfolio$3.6K

Latitude Advisors, LLC10

0.0% of portfolio$3.6K

North Star Investment Management Corp.10

0.0% of portfolio$3.6K

Elevation Wealth Partners, LLC9

0.0% of portfolio$3.2K

Jnba Financial Advisors9

0.0% of portfolio$3.2K

True Wealth Design, LLC8

0.0% of portfolio$2.8K

Creative Capital Management Investments LLC7

0.0% of portfolio$2.5K

Cape Investment Advisory, Inc.7

0.0% of portfolio$2.5K

Syntax Research, Inc.7

0.0% of portfolio$2.5K

Financial Consulate, Inc6

0.0% of portfolio$2.1K

American Capital Advisory, LLC6

0.0% of portfolio$2.1K

Meriwether Wealth & Planning, LLC6

0.0% of portfolio$2.1K

Clark Wealth Partners5

0.0% of portfolio$1.8K

Private Wealth Management Group, LLC5

0.0% of portfolio$1.8K

Barnes Dennig Private Wealth Management LLC5

0.0% of portfolio$1.8K

Davis Capital Management4

0.0% of portfolio$1.4K

Burk Holdings LLC4

0.0% of portfolio$1.4K

Ascentis Wealth Management, LLC4

0.0% of portfolio$1.4K

Laurel Wealth Advisors LLC4

0.0% of portfolio$1.4K

William Mack & Associates, Inc.4

0.0% of portfolio$1.4K

Capital Advisors, Ltd. LLC4

0.0% of portfolio$1

Maseco LLP3

0.0% of portfolio$1.1K

Highline Wealth Partners LLC3

0.0% of portfolio$1.1K

Triumph Capital Management2

0.0% of portfolio$712

Plante Moran Financial Advisors, LLC2

0.0% of portfolio$627

Planning Strategies Inc.2

0.0% of portfolio$712

DecisionPoint Financial, LLC2

0.0% of portfolio$713

Balance Wealth Partners LLC2

0.0% of portfolio$641

Lloyd Advisory Services, Llc.0

0.0% of portfolio$18

				Style	Turnover	Location	Filed
Citigroup Inc	564,068	$200.8M	0.1%	Core	Medium	New York, NY	2026-11-04
Bank of New York Mellon Corp	519,376	$184.9M	0.0%	Core	Low	New York, NY	2026-11-05
Mirae Asset Global Investments Co., Ltd.	377,875	$134.5M	0.2%	Growth	Low	Seoul, Malaysia	2026-11-03
Sumitomo Mitsui Trust Group, Inc.	342,169	$121.8M	0.1%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Amazon COM Inc	277,777	$98.9M	2.6%	Agg Growth	Very Low	Seattle, WA	2026-11-03
Dimensional Fund Advisors LP	272,777	$97.1M	0.0%	Index	Low	Austin, TX	2026-11-04
TimesSquare Capital Management, LLC	217,408	$77.4M	1.3%	Growth	Medium	New York, NY	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	211,551	$75.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
ProShare Advisors LLC	184,326	$65.6M	0.1%	Growth	Low	Bethesda, MD	2026-10-29
Salem Investment Counselors Inc	154,723	$55.1M	1.4%	Growth	Very Low	Winston-Salem, NC	2026-10-13
Robeco Institutional Asset Management B.V.	151,807	$54.0M	0.1%	Core	Medium	Rotterdam, Philippines	2026-10-20
Neos Investment Management LLC	116,408	$41.4M	0.1%	Index	Very Low	Westport, CT	2026-11-04
FengHe Fund Management Pte. Ltd.	115,666	$41.2M	2.0%	Agg Growth	Very High	Singapore, Turkey	2026-11-02
Pictet Asset Management Holding SA	108,340	$38.6M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
KBC Group NV	97,056	$34.5M	0.2%	Core	Medium	Brussels, Czech Republic	2026-10-22
Sierra Summit Advisors LLC	93,172	$33.2M	3.9%	Agg Growth	High	Incline Village, NV	2026-10-28
Spear Advisors LLC	76,976	$27.4M	11.9%	Agg Growth	High	East Hampton, NY	2026-10-27
Assenagon Asset Management S.A.	74,746	$26.6M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Strs Ohio	63,575	$22.6M	0.1%	Core	Medium	Columbus, OH	2026-10-30
Park Avenue Securities LLC	58,995	$21.0M	0.4%	ETF	Medium	New York, NY	2026-10-26
Swedbank AB	53,807	$19.2M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Asset Management One Co., Ltd.	53,750	$19.1M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Rakuten Investment Management, Inc.	50,571	$18.1M	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
M & L Capital Management Ltd	50,200	$17.9M	3.7%	Agg Growth	High	London, United Kingdom	2026-10-26
Fjarde Ap-Fonden TH Swedish National Pension Fund	49,808	$17.7M	0.1%	Growth	Low	Stockholm, Sweden	2026-10-15
Renaissance Capital LLC	49,171	$17.5M	12.1%	Agg Growth	High	Stamford, CT	2026-10-23
Eulav Asset Management	48,531	$17.3M	0.6%	Growth	Medium	Sarasota, FL	2026-10-23
Harbour Trust & Investment Management Co	47,233	$16.8M	1.6%	Growth	Low	Michigan City, IN	2026-10-28
State of New Jersey Common Pension Fund D	44,286	$15.8M	0.1%	Core	Low	Trenton, NJ	2026-11-05
Candriam S.C.A.	42,634	$15.2M	0.1%	Growth	Medium	Strassen, Netherlands	2026-11-03
Prospera Financial Services Inc	39,332	$10.2M	0.1%	Core	Medium	Dallas, TX	2026-11-04
SEB Asset Management AB	38,155	$13.6M	0.1%	Core	N/A	Stockholm, Sweden	2026-11-04
Parnassus Investments, LLC	37,675	$13.4M	0.0%	Growth	Medium	San Francisco, CA	2026-10-22
Arizona State Retirement System	37,451	$13.3M	0.1%	Index	Very Low	Phoenix, AZ	2026-11-03
CIBC Asset Management Inc	37,125	$13.2M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
DekaBank Deutsche Girozentrale	36,828	$13.2M	0.1%	Core	Low	Frankfurt, Hong Kong	2026-10-27
GF Fund Management Co. Ltd.	34,495	$12.3M	0.2%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Oak Grove Capital LLC	34,040	$12.1M	0.5%	Agg Growth	Low	Holderness, NH	2026-10-09
Xponance LLC	33,774	$12.0M	0.1%	Index	Very Low	Philadelphia, PA	2026-11-03
Daiwa Securities Group Inc.	33,065	$11.8M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Counterpoint Mutual Funds LLC	32,947	$11.7M	1.0%	Deep Value	Very High	San Diego, CA	2026-10-16
Illinois Municipal Retirement Fund	32,819	$11.7M	0.1%	Core	Medium	Oak Brook, IL	2026-11-05
IFM Investors Pty Ltd	31,795	$11.3M	0.1%	Index	Very Low	Melbourne, China	2026-10-14
Commonwealth Equity Services, LLC	31,764	$11.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Exchange Traded Concepts, LLC	31,043	$11.1M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
MacKenzie Financial Corp	28,795	$10.3M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
United Capital Management of KS, Inc.	28,413	$10.1M	1.3%	Growth	Medium	Salina, KS	2026-11-04
Linden Thomas Advisory Services, LLC	27,655	$9.8M	0.8%	Core	Low	Charlotte, NC	2026-10-19
Lido Advisors, LLC	27,630	$9.8M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Allspring Global Investments Holdings, LLC	27,610	$9.8M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Cambridge Investment Research Advisors, Inc.	26,453	$9.4M	0.1%	ETF	Low	Fairfield, IA	2026-11-02
Raiffeisen Bank International AG	25,770	$9.2M	0.1%	Growth	Medium	Vienna, Chile	2026-10-28
Kestra Advisory Services, LLC	25,652	$9.1M	0.0%	Core	Low	Austin, TX	2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd	25,520	$9.1M	0.1%	Index	Very Low	Tokyo, Mexico	2026-10-20
Decker Retirement Planning Inc.	25,452	$9.1M	3.0%	Agg Growth	Very High	Levi, UT	2026-10-19
Creative Planning	25,331	$9.0M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
iA Global Asset Management Inc.	24,375	$8.7M	0.2%	Growth	Medium	Quebec, Austria	2026-10-29
Wealth Management Partners, LLC	23,627	$8.4M	2.0%	Agg Growth	Low	Tucson, AZ	2026-10-21
Wealthcare Advisory Partners LLC	22,328	$7.9M	0.1%	ETF	Low	West Chester, PA	2026-10-21
Shariaportfolio, Inc.	20,679	$7.4M	2.6%	Momentum	Medium	Lake Mary, FL	2026-10-20
OP Asset Management Ltd	20,665	$7.4M	0.1%	Growth	Medium	Helsinki, Hungary	2026-11-05
Bochk Asset Management Ltd	20,050	$7.1M	1.0%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-29
Aware Super Pty Ltd as trustee of Aware Super	19,688	$7.0M	0.1%	Growth	Medium	Sydney, China	2026-10-30
Truist Financial Corp	18,787	$6.7M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Profund Advisors LLC	18,701	$6.7M	0.2%	Growth	Low	Bethesda, MD	2026-10-29
Global X Japan Co., Ltd.	17,596	$6.3M	0.3%	Agg Growth	Medium	Chiyoda-Ku, Tokyo, Mexico	2026-10-21
Sycomore Asset Management	17,231	$5.5K	0.6%	Agg Growth	Low	Paris, India	2026-10-26
Achmea Investment Management B.V.	17,015	$6.1M	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Paragon Advisors, LLC	16,981	$6.0M	1.1%	ETF	High	College Station, TX	2026-11-03
Oak Thistle LLC	16,594	$5.9M	0.5%	Value	Very High	New York, NY	2026-10-21
Motley Fool Asset Management LLC	15,830	$5.6M	0.2%	Growth	Medium	Alexandria, VA	2026-10-27
Caitong International Asset Management Co., Ltd	15,817	$5.6M	0.5%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Integrated Financial Solutions, Inc.	15,135	$5.4M	2.8%	Agg Growth	Low	Reston, VA	2026-10-09
Swiss Life Asset Management Ltd	14,951	$5.3M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
DE Burlo Group Inc	14,800	$5.3M	0.9%	Growth	High	Boston, MA	2026-11-05
Wealth Effects LLC	14,300	$5.1M	1.4%	Growth	Low	Boston, MA	2026-10-23
Sanders Morris Harris LLC	13,544	$4.8M	0.6%	GARP	Low	Houston, TX	2026-10-14
SBI Securities Co., Ltd.	13,484	$4.8M	0.1%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
ASR Vermogensbeheer N.V.	12,003	$4.3M	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
ABN Amro Investment Solutions	11,876	$4.2M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Wilmington Savings Fund Society, FSB	11,873	$4.2M	0.1%	Core	Low	Wilmington, DE	2026-10-23
Chapin Davis, Inc.	11,451	$4.1M	0.8%	Growth	High	Baltimore, MD	2026-10-09
Bokf, NA	11,296	$4.0M	0.1%	Core	Low	Tulsa, OK	2026-10-27
Atlatl Advisers LLC	11,271	$4.0M	0.9%	Agg Growth	High	Madison, WI	2026-10-22
Dedeker Financial LLC	11,166	$4.0M	2.3%	Momentum	Medium	St. Louis Park, MN	2026-10-23
Amalgamated Bank	11,118	$4.0M	0.1%	Core	Very Low	New York, NY	2026-10-23
Louisiana State Employees Retirement System	10,900	$3.9M	0.1%	Index	Low	Baton Rouge, LA	2026-10-20
Nfsg Corp	10,623	$3.8M	0.4%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Gulf International Bank (UK) Ltd	10,118	$3.6M	0.1%	Core	Very Low	London, United Kingdom	2026-10-20
PensionDanmark Pensionsforsikringsaktieselskab	9,906	$3.5M	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Highland Capital Management, LLC	9,670	$3.4M	0.2%	Growth	Medium	Memphis, TN	2026-10-26
Peterson Wealth Services	9,449	$3.4M	0.7%	Growth	High	South Ogden, UT	2026-10-26
Nisa Investment Advisors, LLC	9,327	$3.3M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
B. Metzler seel. Sohn & Co. AG	9,264	$3.3M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
China Universal Asset Management Co., Ltd.	8,746	$3.1M	0.2%	Growth	Medium	Shanghai, France	2026-10-28
Inspire Investing, LLC	8,363	$3.0M	0.1%	GARP	High	Meridian, ID	2026-10-22
Wealth Enhancement Advisory Services, LLC	8,338	$2.9M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Mirador Capital Partners LP	8,263	$2.9M	0.3%	Growth	Medium	Pleasanton, CA	2026-10-09
Oppenheimer Asset Management Inc.	8,179	$2.9M	0.0%	Core	Medium	New York, NY	2026-10-27
BI Asset Management Fondsmaeglerselskab A/S	7,905	$2.8M	0.1%	Core	Medium	Kobenhavn, Greece	2026-10-22
Taylor Frigon Capital Management LLC	7,609	$2.7M	1.4%	Growth	Medium	Scottsdale, AZ	2026-10-23
Diversify Wealth Management, LLC	7,599	$2.3M	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	7,599	$2.3M	0.0%	Growth	Low	Sandy, UT	2026-10-20
Harbour Capital Advisors, LLC	6,888	$2.5M	0.4%	Growth	Low	Tysons Corner, VA	2026-10-13
Independent Financial Group, LLC	6,787	$2.4M	0.0%	Growth	Low	San Diego, CA	2026-10-13
Imc-Chicago, LLC	6,680	$2.4M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Straight Path Wealth Management	6,250	$2.2M	0.5%	ETF	Low	Jenison, MI	2026-10-23
Vontobel Holding Ltd.	6,176	$2.2M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Kornitzer Capital Management Inc	6,050	$2.2M	0.0%	Core	Low	Shawnee Mission, KS	2026-11-03
Farther Finance Advisors, LLC	6,043	$2.2M	0.0%	Index	Low	San Francisco, CA	2026-10-08
Ag2r LA Mondiale Gestion D'actifs	5,966	$2.1M	0.1%	Growth	Low	Paris, India	2026-10-26
GSG Advisors LLC	5,940	$2.1M	0.4%	ETF	Very Low	Mount Laurel, NJ	2026-11-03
SeaBridge Investment Advisors LLC	5,774	$2.1M	0.3%	Growth	Medium	Summit, NJ	2026-11-02
Realta Investment Advisors	5,722	$2.0M	0.6%	Growth	Medium	Wilmington, DE	2026-10-14
Tokio Marine Asset Management Co LTD	5,609	$2.0M	0.1%	Growth	Low	Tokyo, Mexico	2026-10-26
Concurrent Investment Advisors, LLC	5,427	$1.9M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Teamwork Financial Advisors, LLC	5,246	$1.9M	0.2%	Growth	High	San Antonio, TX	2026-10-19
Allen Investment Management, LLC	5,197	$1.8M	0.0%	Momentum	Medium	New York, NY	2026-11-03
Cadent Capital Advisors, LLC	5,182	$1.8M	0.4%	ETF	High	Tulsa, OK	2026-10-09
Gradient Investments LLC	5,151	$1.8M	0.0%	Core	Medium	Arden Hills, MN	2026-10-08
Cypress Capital Group	5,026	$1.8M	0.2%	Core	Low	Palm Beach, FL	2026-11-03
PKO Investment Management Joint-Stock Co	5,000	$1.8M	0.1%	Growth	Medium	Warsaw, Russia	2026-10-19
Elevation Point Wealth Partners, LLC	4,891	$1.7M	0.0%	Core	High	Denver, CO	2026-11-05
Rakuten Securities, Inc.	4,754	$1.7M	0.5%	Agg Growth	High	Tokyo, Mexico	2026-11-02
North Dakota State Investment Board	4,689	$1.7M	0.1%	Growth	Medium	Bismarck, ND	2026-10-27
Meridian Investment Counsel Inc.	4,655	$1.7M	0.4%	GARP	Low	Lafayette, CA	2026-10-14
Vise Technologies, Inc.	4,542	$1.6M	0.0%	Index	Low	New York, NY	2026-10-29
Ethic Inc.	4,448	$1.6M	0.0%	Core	Low	New York, NY	2026-11-03
Piar LLC	4,430	$1.6M	1.0%	Momentum	Medium	Las Vegas, NV	2026-10-21
Hoey Investments, Inc	4,406	$1.6M	0.2%	Agg Growth	Low	Coatesville, PA	2026-10-29
UniSuper Management Pty Ltd	4,392	$1.6M	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
Clay Northam Wealth Management, LLC	4,368	$1.6M	0.7%	Growth	Very Low	Huntington Beach, CA	2026-10-13
Park Capital Management, LLC / WI	4,353	$1.5M	0.8%	Growth	High	Madison, WI	2026-10-13
Oppenheimer & Co Inc	4,322	$1.5M	0.0%	Core	Low	New York, NY	2026-10-26
MRA Advisory Group	4,299	$1.5M	0.6%	ETF	Medium	Parsippany, NJ	2026-10-07
SAX Wealth Advisors, LLC	4,285	$1.5M	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
TD Waterhouse Canada Inc.	4,260	$1.5M	0.0%	Core	Low	Toronto, Australia	2026-10-16
FNY Investment Advisers, LLC	4,146	$1.5M	1.4%	Growth	Very High	New York, NY	2026-10-16
Hazlett, Burt & Watson, Inc.	4,137	$1.2M	0.7%	Core	Very Low	Wheeling, WV	2026-11-04
J. Safra Sarasin Holding AG	4,124	$1.5M	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Laurion Capital Management LP	4,089	$1.5M	0.0%	Growth	Very High	New York, NY	2026-10-30
Avanza Fonder AB	4,089	$1.5M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-13
IFP Advisors, Inc	4,083	$1.5M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Cache Advisors, LLC	4,000	$1.4M	0.1%	Agg Growth	Low	San Francisco, CA	2026-10-16
Strategic Blueprint, LLC	3,879	$1.4M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Wedmont Private Capital	3,772	$1.3M	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Bosman Wealth Management, LLC	3,739	$1.3M	0.8%	Momentum	High	Redlands, CA	2026-10-28
Bank Julius Baer & Co. Ltd, Zurich	3,734	$1.3M	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
J.Safra Asset Management Corp	3,697	$1.3M	0.1%	ETF	Low	New York, NY	2026-11-03
Flagship Harbor Advisors, LLC	3,606	$1.3M	0.0%	ETF	Medium	Boston, MA	2026-10-26
Cherry Creek Investment Advisors, Inc.	3,582	$1.3M	0.5%	Growth	Low	Englewood, CO	2026-10-14
Leonteq Securities AG	3,553	$1.3M	0.1%	Core	High	Zurich, Switzerland	2026-10-29
Simplex Trading, LLC	3,440	$1.2M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Tandem Capital Management Corp	3,355	$1.2M	0.5%	Core	Low	Woodcliff Lake, NJ	2026-10-22
D.A. Davidson & Co.	3,333	$1.2M	0.0%	Core	Low	Great Falls, MT	2026-10-28
E. Ohman J:or Asset Management AB	3,305	$1.2M	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
Alps Advisors Inc	3,278	$1.2M	0.0%	Yield	Low	Denver, CO	2026-11-03
TrueMark Investments, LLC	3,129	$1.1M	0.1%	Yield	High	Chicago, IL	2026-11-05
Howard Capital Management, LLC	3,123	$1.1M	0.0%	ETF	High	Alpharetta, GA	2026-10-16
Sterling Investment Advisors, Ltd.	3,059	$1.1M	0.2%	Growth	Low	Berwyn, PA	2026-10-27
Prime Capital Investment Advisors, LLC	2,973	$1.1M	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Plato Investment Management Ltd	2,970	$1.1M	0.1%	Core	Low	Sydney, China	2026-11-05
Sterling Capital Management LLC	2,944	$1.0M	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Net Worth Advisory Group	2,896	$1.0M	0.3%	GARP	Medium	Sandy, UT	2026-10-20
Trilogy Capital Inc.	2,850	$1.0M	0.0%	ETF	Medium	Irvine, CA	2026-10-20
Norden Group LLC	2,719	$967.9K	0.1%	Growth	Medium	Provo, UT	2026-10-20
St. Louis Financial Planners Asset Management, LLC	2,704	$682.8K	0.3%	Growth	Very High	Chesterfield, MO	2026-10-16
Kingswood Wealth Advisors, LLC	2,695	$959.3K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Harbor Capital Advisors, Inc.	2,692	$958.0K	0.2%	Value	High	Chicago, IL	2026-10-22
Capstone Capital Management Ltd	2,653	$944.4K	0.4%	Growth	Very High	Hong Kong, South Korea	2026-10-21
Valley Brook Capital Group, Inc.	2,645	$941.5K	0.5%	Growth	Very Low	Venetia, PA	2026-10-26
Frank, Rimerman Advisors LLC	2,639	$939.4K	0.1%	Growth	Low	Palo Alto, CA	2026-10-16
Wealth Enhancement Trust Services, Inc.	2,608	$928.4K	0.1%	Growth	Medium	Sioux Falls, SD	2026-10-07
Verus Capital Partners, LLC	2,569	$914.5K	0.0%	Growth	Low	Scottsdale, AZ	2026-11-03
State of Alaska, Department of Revenue	2,507	$892.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Juncture Wealth Strategies, LLC	2,499	$889.6K	0.2%	ETF	Low	Scottsdale, AZ	2026-10-06
Encompass More Asset Management	2,490	$886.4K	0.1%	ETF	High	Danville, CA	2026-10-16
Visionary Wealth Advisors	2,486	$884.9K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Kestra Private Wealth Services, LLC	2,410	$857.9K	0.0%	Growth	Low	Austin, TX	2026-10-30
Choreo, LLC	2,406	$856.6K	0.0%	Index	Low	Rockford, IL	2026-10-28
Clear Wave Wealth Management LLC	2,364	$841.5K	0.1%	ETF	N/A	Red Bank, NJ	2026-11-04
HB Wealth Management, LLC	2,351	$813.7K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Huntleigh Advisors, Inc.	2,330	$829.4K	0.1%	Growth	Medium	St. Louis, MO	2026-11-03
Chicago Partners Investment Group LLC	2,253	$579.4K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Total Clarity Wealth Management, Inc.	2,215	$788.5K	0.2%	ETF	Medium	St. Charles, IL	2026-10-26
StoryOne LLC	2,181	$776.4K	0.4%	ETF	Very High	Overland Park, KS	2026-10-13
StoryOne LLC	2,181	$776.4K	0.3%	ETF	Very High	Overland Park, KS	2026-10-13
Emergent Wealth Advisors, LLC	2,161	$769.3K	0.4%	ETF	Medium	Williamsville, NY	2026-10-09
Yousif Capital Management, LLC	2,147	$764.3K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Fulcrum Asset Management LLP	2,138	$765.1K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Sigma Planning Corp	2,129	$741.8K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
AlphaCore Capital LLC	2,112	$751.8K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Keybank National Association	2,103	$748.6K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Providence First Trust Co	2,074	$738.3K	0.2%	ETF	Medium	Scottsdale, AZ	2026-11-02
Fideuram Asset Management (Ireland) dac	2,074	$633.1K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Atria Investments, Inc	2,002	$712.8K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
ARK & TLK Investments, LLC	2,000	$711.9K	0.2%	ETF	Low	Oklahoma City, OK	2026-10-20
Crossmark Global Holdings, Inc.	1,994	$709.8K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Greenleaf Trust	1,978	$704.1K	0.0%	Core	Low	Kalamazoo, MI	2026-10-29
Mindset Wealth Management, LLC	1,970	$701.3K	0.1%	Agg Growth	Very Low	Indianapolis, IN	2026-10-19
DMC Group, LLC	1,955	$695.9K	0.5%	Core	Medium	Birmingham, AL	2026-10-26
Signaturefd, LLC	1,930	$686.9K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Simplicity Wealth,LLC	1,927	$686.0K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Gables Capital Management Inc.	1,900	$676.3K	0.3%	Growth	Very Low	Miami, FL	2026-11-04
MBL Wealth, LLC	1,858	$661.4K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
Left Brain Wealth Management, LLC	1,848	$657.8K	0.2%	Momentum	High	Naperville, IL	2026-10-28
Pinnacle Associates LTD	1,825	$649.7K	0.0%	Core	Low	New York, NY	2026-10-20
Almanack Investment Partners, Llc.	1,812	$645.0K	0.1%	ETF	Medium	Newtown Square, PA	2026-11-03
Tobam	1,796	$639.0K	0.5%	Value	High	Paris, India	2026-11-03
Virtus Wealth Solutions LLC	1,748	$622.2K	0.1%	Agg Growth	High	Cranford, NJ	2026-11-03
Beaumont Financial Advisors, LLC	1,724	$613.7K	0.0%	Growth	Medium	Needham, MA	2026-10-22
Fairvoy Private Wealth, LLC	1,623	$577.7K	0.1%	Growth	Medium	Birmingham, AL	2026-10-19
Principal Financial Group Inc	1,620	$576.7K	0.0%	Core	Low	Des Moines, IA	2026-11-02
Livforsakringsbolaget Skandia, Omsesidigt	1,600	$482.7K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
Mutual of America Capital Management LLC	1,590	$566.0K	0.0%	Index	Low	New York, NY	2026-10-23
HUB Investment Partners, LLC	1,533	$545.7K	0.0%	Growth	Low	Austin, TX	2026-11-03
Focus Financial Network, Inc.	1,526	$543.2K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Gamma Investing LLC	1,517	$540.0K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Csenge Advisory Group	1,499	$533.8K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Elevatus Welath Management	1,482	$527.6K	0.1%	Growth	High	Victor, NY	2026-10-19
First Citizens Bank & Trust Co	1,459	$519.4K	0.0%	Core	Medium	Raleigh, NC	2026-10-14
Patten Group, Inc.	1,448	$515.4K	0.1%	Core	Low	Chattanooga, TN	2026-10-26
Larson Financial Group LLC	1,445	$514.4K	0.0%	Growth	Low	St Louis, MO	2026-11-05
SpringVest Wealth Management LLC	1,442	$513.4K	0.3%	ETF	Low	Dallas, TX	2026-10-27
SeaCrest Wealth Management, LLC	1,428	$508.3K	0.1%	Growth	Low	Purchase, NY	2026-10-21
OAK Ridge Investments LLC	1,421	$505.8K	0.0%	Momentum	Medium	Chicago, IL	2026-10-30
Cigna Investments Inc	1,414	$503.0K	0.2%	Core	Very Low	Bloomfield, CT	2026-10-19
Meridian Wealth Management, LLC	1,412	$502.6K	0.0%	Growth	Low	Lexington, KY	2026-11-05
Formuepleje A/S	1,405	$500.1K	0.0%	Core	Medium	Aarhus C, Greece	2026-10-15
JBR Co Financial Management Inc	1,398	$602.3K	0.2%	Growth	Low	Ardmore, OK	2026-10-13
Split Creek LLC DBA Split Creek Capital LLC	1,381	$491.6K	0.5%	Core	Medium	North Garden, VA	2026-11-02
Tuttle Capital Management, LLC	1,341	$477.4K	0.2%	Growth	High	Riverside, CT	2026-10-21
Journey Advisory Group, LLC	1,271	$452.4K	0.0%	Core	Medium	Covington, KY	2026-11-04
TB Alternative Assets Ltd.	1,215	$432.5K	0.1%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-16
Integrity Alliance, Llc.	1,205	$428.9K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
Goldstein Advisors, LLC	1,204	$428.6K	0.0%	ETF	Medium	Madison, WI	2026-10-15
Creative Financial Designs Inc	1,202	$427.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Interchange Capital Partners, LLC	1,187	$422.5K	0.1%	Growth	Low	Pittsburgh, PA	2026-10-28
Alta Advisers Ltd	1,177	$419.0K	0.1%	Growth	Low	London, United Kingdom	2026-11-02
CPR Investments Inc.	1,146	$407.9K	0.3%	ETF	High	Rochester, MI	2026-10-26
Comprehensive Financial Planning, Inc.	1,138	$405.2K	0.2%	Agg Growth	Low	East Petersburg, PA	2026-10-27
Riverbend Wealth Management, LLC	1,128	$401.5K	0.2%	Growth	Low	Myrtle Beach, SC	2026-10-15
First Horizon Corp	1,128	$401.5K	0.0%	Core	Low	Memphis, TN	2026-10-26
Brookstone Capital Management	1,126	$400.9K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Parallel Advisors, LLC	1,126	$400.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Aaron Wealth Advisors LLC	1,104	$393.0K	0.0%	Growth	Medium	Chicago, IL	2026-10-13
Berbice Capital Management LLC	1,100	$391.6K	0.2%	Momentum	Low	Melville, NY	2026-10-13
MGO One Seven LLC	1,092	$388.7K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Archford Capital Strategies, LLC	1,056	$375.9K	0.0%	Growth	Medium	Swansea, IL	2026-10-19
BankChampaign, National Association	1,045	$372.0K	0.3%	Growth	Medium	Champaign, IL	2026-10-19
Verdence Capital Advisors LLC	1,045	$372.0K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Legacy Bridge, LLC	1,035	$368.4K	0.1%	Growth	Very Low	West Des Moines, IA	2026-10-28
Arista Wealth Management, LLC	1,001	$356.3K	0.0%	ETF	Medium	Las Vegas, NV	2026-10-29
Violich Capital Management, Inc.	1,000	$356.0K	0.0%	Growth	Very Low	Mill Valley, CA	2026-10-05
Commerce Advisors, LLC	1,000	$356.0K	0.2%	ETF	Low	Memphis, TN	2026-10-19
Integrated Advisors Network LLC	983	$349.9K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Apollon Wealth Management, LLC	974	$346.9K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Angeles Wealth Management, LLC	953	$339.2K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
RMR Wealth Builders	952	$338.9K	0.0%	ETF	Low	Montclair, NJ	2026-10-22
Adamsbrown Wealth Consultants LLC	932	$331.8K	0.1%	ETF	Low	Wichita, KS	2026-10-20
Colonial River Investments, LLC	916	$326.1K	0.1%	Growth	Medium	Midlothian, VA	2026-10-19
Values First Advisors, Inc.	897	$319.3K	0.2%	Core	Medium	Johnson City, TN	2026-10-23
Assetmark, Inc	884	$314.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
B.A. Schrock Wealth Management, Inc.	842	$300.1K	0.1%	GARP	N/A	Wadsworth, OH	2026-10-15
Perigon Wealth Management, LLC	842	$299.7K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Citizens Financial Group Inc	816	$290.5K	0.0%	Growth	Low	Providence, RI	2026-10-23
ProCore Advisors, LLC	815	$290.0K	0.4%	GARP	Low	Newport Beach, CA	2026-10-14
V-Square Quantitative Management LLC	812	$289.0K	0.0%	Core	Low	Chicago, IL	2026-10-15
Laurel OAK Wealth Management, LLC	803	$285.8K	0.0%	Growth	Low	Marlton, NJ	2026-10-19
Walser Wealth Management Company, A Ltd Liability Co	792	$281.9K	0.1%	Growth	High	Tampa, FL	2026-10-15
StoneCrest Wealth Management, Inc.	782	$278.4K	0.1%	ETF	Medium	Chandler, AZ	2026-11-03
Winter & Associates, Inc.	769	$219.0K	0.2%	ETF	Medium	St. Paul, MN	2026-10-23
Affinity Capital Advisors, LLC	766	$262.1K	0.0%	ETF	Low	Berkeley, CA	2026-10-13
CoreCap Advisors, LLC	749	$266.6K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Diversified Enterprises, LLC	729	$259.5K	0.0%	ETF	Very Low	Wilmington, DE	2026-10-19
LeConte Wealth Management, LLC	720	$256.3K	0.1%	Growth	Medium	Maryville, TN	2026-10-20
EverSource Wealth Advisors, LLC	708	$252.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Gunderson Capital Management LLC	702	$249.9K	0.1%	Agg Growth	Very High	Mt. Pleasant, SC	2026-10-15
Summit Wealth Group LLC / Co	702	$249.9K	0.0%	ETF	High	Colorado Springs, CO	2026-10-29
Bensler, LLC	700	$249.2K	0.0%	Momentum	Medium	Bellevue, WA	2026-11-05
Thrivent Financial for Lutherans	687	$245.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
McAdam, LLC	683	$243.1K	0.0%	ETF	Low	Philadelphia, PA	2026-10-21
Sagespring Wealth Partners, LLC	672	$239.3K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Warren Street Wealth Advisors, LLC	651	$231.7K	0.0%	ETF	Medium	Irvine, CA	2026-11-04
Davenport & Co LLC	651	$231.9K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Accel Wealth Management	651	$231.7K	0.0%	ETF	Low	Waverly, IA	2026-10-13
Redhawk Wealth Advisors, Inc.	650	$231.4K	0.0%	ETF	High	Minneapolis, MN	2026-10-14
Dynamic Advisor Solutions LLC	650	$231.4K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
VestGen Advisors, LLC	648	$230.7K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Thrive Wealth Management, LLC	633	$225.3K	0.0%	ETF	Very Low	Audubon, PA	2026-10-13
Cap Partners, LLC	627	$223.2K	0.1%	ETF	Low	Franklin, TN	2026-10-19
Facet Wealth, Inc.	619	$220.3K	0.0%	Index	Very Low	West Palm Beach, FL	2026-11-04
Ashton Thomas Private Wealth, LLC	610	$217.2K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Vanguard Capital Wealth Advisors	600	$213.6K	0.1%	Growth	Medium	Denver, CO	2026-10-16
First Affirmative Financial Network	600	$213.4K	0.0%	Core	N/A	Colorado Springs, CO	2026-10-21
Shaker Investments LLC	593	$211.1K	0.1%	Momentum	Medium	Cleveland, OH	2026-11-05
Global Trust Asset Management, LLC	590	$210.1K	0.1%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
71 West Capital Partners	585	$208.2K	0.0%	Index	Very Low	Boston, MA	2026-11-04
Cooper Financial Group	571	$203.3K	0.0%	Growth	Medium	Irvine, CA	2026-10-07
Clear Creek Financial Management, LLC	564	$200.8K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Radnor Capital Management, LLC	564	$200.8K	0.0%	Core	Low	Wayne, PA	2026-10-23
Mosley Wealth Management	497	$150.1K	0.0%	ETF	High	Anaheim, CA	2026-10-16
Pioneer Family Office, LLC	490	$174.4K	0.1%	ETF	Medium	North Miami Beach, FL	2026-10-30
Formidable Asset Management, LLC	433	$209.1K	0.0%	Core	Low	Cincinnati, OH	2026-11-03
WPG Advisers, LLC	425	$151.3K	0.1%	Core	Low	Baltimore, MD	2026-10-27
Murphy & Mullick Capital Management Corp	402	$143.1K	0.1%	Growth	Low	Smithtown, NY	2026-11-02
Advocate Investing Services LLC	375	$133.5K	0.1%	ETF	Low	Woodbine, MD	2026-10-26
Versant Capital Management, Inc	371	$132.1K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Lodestone Wealth Management LLC	346	$123.2K	0.0%	Core	Low	Spokane, WA	2026-10-14
Heritage Family Offices, LLP	309	$110.0K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Manchester Capital Management LLC	272	$96.8K	0.0%	Core	Low	Manchester, VT	2026-10-22
Rossby Financial, LCC	259	$92.2K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
University of Texas S AM Investment Management Co	235	$83.7K	0.0%	Core	High	Austin, TX	2026-11-03
Cullen T Bankers, Inc.	226	$80.4K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Summit Securities Group LLC	217	$77.2K	0.0%	Core	Very High	New York, NY	2026-11-05
Private Trust Co NA	207	$73.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Rydar Equities, Inc.	200	$76.5K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Parkside Financial Bank & Trust	192	$68.3K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
MassMutual Private Wealth & Trust, FSB	182	$64.8K	0.0%	Core	Low	Springfield, MA	2026-10-05
AlphaCentric Advisors LLC	162	$57.7K	0.1%	Core	High	San Juan, PR	2026-11-03
Elyxium Wealth, LLC	158	$56.2K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
TD Private Client Wealth LLC	150	$53.4K	0.0%	ETF	Low	New York, NY	2026-10-28
Mather Group, Llc.	142	$50.6K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Owl Creek Wealth Partners LLC	130	$46.3K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Root Financial Partners, LLC	127	$45.2K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Smallwood Wealth Investment Management, LLC	125	$44.5K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Pension & Wealth Management Advisors, Inc.	123	$43.8K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Blue Bell Private Wealth Management, LLC	116	$41.3K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Birch Financial Group, LLC	111	$39.5K	0.0%	Core	Low	Keene, NH	2026-10-27
Hughes Financial Services, LLC	101	$29.3K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Montag A & Associates Inc	100	$35.6K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Nova Financial LLC	100	$35.6K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Salomon & Ludwin, LLC	95	$33.8K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Wolff Wiese Magana LLC	90	$32.0K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Signature Equity Partners, LLC	89	$31.7K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Bell Investment Advisors, Inc	89	$31.7K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Bayforest Capital Ltd	89	$31.7K	0.0%	Deep Value	Very High	London, United Kingdom	2026-11-03
DiNuzzo Private Wealth, Inc.	87	$31.0K	0.0%	ETF	Low	Beaver, PA	2026-10-16
CX Institutional	84	$30	0.0%	Core	Medium	Auburn, IN	2026-10-02
GK Wealth Management LLC	82	$29.2K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Bullock Wealth Management Group	80	$28.5K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Quaker Wealth Management, LLC	77	$27.4K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
James T. Borello RIA	65	$23.1K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Carolina Wealth Advisors, LLC	64	$22.8K	0.0%	Yield	High	Myrtle Beach, SC	2026-10-23
Archer Investment Corp	63	$22.4K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Cromwell Holdings LLC	62	$22.1K	0.0%	Index	Low	Jackson, WY	2026-10-28
Concord Wealth Partners	62	$22.0K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Covestor Ltd	61	$22	0.0%	Value	High	London, United Kingdom	2026-10-30
SJS Investment Consulting Inc.	58	$20.6K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Golden State Wealth Management, LLC	56	$19.9K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Pinnacle Wealth Planning Services, Inc.	51	$18.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Quest 10 Wealth Builders, Inc.	48	$17.1K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Nemes Rush Group LLC	47	$16.7K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Catalyst Capital Advisors LLC	45	$16.0K	0.0%	ETF	Very Low	San Juan, PR	2026-11-02
Grove Bank & Trust	45	$16.0K	0.0%	ETF	Low	Miami, FL	2026-10-08
Hilton Head Capital Partners, LLC	40	$14.2K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Redwood Park Advisors LLC	38	$13.5K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Fortitude Family Office, LLC	32	$11.4K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Silver Grove Financial Group, Inc.	30	$10.7K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Physician Wealth Advisors, Inc.	29	$10.3K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Spire Wealth Management	29	$10.3K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Ascentis Independent Advisors	28	$10.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Avion Wealth	27	$9	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Blue Trust, Inc.	26	$9.3K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Tradewinds Capital Management, LLC	25	$8.9K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Evolution Wealth Management Inc.	25	$8.9K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Strategic Advocates LLC	24	$8.5K	0.0%	Growth	Low	Sacramento, CA	2026-11-03
Asset Dedication, LLC	23	$8.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
UMB Private Wealth Management, LLC	23	$8.2K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Nvwm, LLC	23	$8.2K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Community Financial Services Group, LLC	22	$7.8K	0.0%	Growth	Low	Newport, VT	2026-10-15
Toth Financial Advisory Corp	21	$7.5K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Cassaday & Co Wealth Management LLC	20	$7.1K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Gleason Group, Inc.	18	$6.4K	0.0%	ETF	Very Low	Prospect, KY	2026-10-15
Retirement Wealth Solutions LLC	16	$5.7K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
High Note Wealth, LLC	16	$5.7K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Chapman Financial Group, LLC	15	$5.3K	0.0%	Core	Very Low	Honolulu, HI	2026-10-26
Trust Co of Vermont	14	$5.0K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Horizon Financial Services, LLC	14	$5.0K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Wilkerson Advisory Group LLC	13	$4.6K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Asset Planning,Inc	13	$4.6K	0.0%	Core	Very Low	Los Alamitos, CA	2026-10-26
Security National Bank	13	$4.6K	0.0%	Growth	Low	Omaha, NE	2026-10-26
Provenance Wealth Advisors, LLC	12	$4.3K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Essential Partners LLC	12	$4.3K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Bare Financial Services, Inc	11	$3.9K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Bay Harbor Wealth Management, LLC	11	$3.9K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Valley National Advisers Inc	10	$3.6K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
MV Capital Management, Inc.	10	$3.6K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Key FInancial Inc	10	$3.6K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Latitude Advisors, LLC	10	$3.6K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
North Star Investment Management Corp.	10	$3.6K	0.0%	Core	Low	Chicago, IL	2026-10-27
Elevation Wealth Partners, LLC	9	$3.2K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Jnba Financial Advisors	9	$3.2K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
True Wealth Design, LLC	8	$2.8K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Creative Capital Management Investments LLC	7	$2.5K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Cape Investment Advisory, Inc.	7	$2.5K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Syntax Research, Inc.	7	$2.5K	0.0%	ETF	Medium	Boca Raton, FL	2026-11-04
Financial Consulate, Inc	6	$2.1K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
American Capital Advisory, LLC	6	$2.1K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Meriwether Wealth & Planning, LLC	6	$2.1K	0.0%	ETF	Medium	Minden, LA	2026-10-13
Clark Wealth Partners	5	$1.8K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Private Wealth Management Group, LLC	5	$1.8K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Barnes Dennig Private Wealth Management LLC	5	$1.8K	0.0%	Core	Low	Cincinnati, OH	2026-10-30
Davis Capital Management	4	$1.4K	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Burk Holdings LLC	4	$1.4K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Ascentis Wealth Management, LLC	4	$1.4K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Laurel Wealth Advisors LLC	4	$1.4K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
William Mack & Associates, Inc.	4	$1.4K	0.0%	ETF	Low	Troy, MI	2026-10-27
Capital Advisors, Ltd. LLC	4	$1	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Maseco LLP	3	$1.1K	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Highline Wealth Partners LLC	3	$1.1K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Triumph Capital Management	2	$712	0.0%	ETF	Medium	Denver, CO	2026-10-14
Plante Moran Financial Advisors, LLC	2	$627	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
Planning Strategies Inc.	2	$712	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
DecisionPoint Financial, LLC	2	$713	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Balance Wealth Partners LLC	2	$641	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Lloyd Advisory Services, Llc.	0	$18	0.0%	ETF	Very High	Suwanee, GA	2026-11-02