BGC Group Inc (BGC)

CUSIP: 088929104 | NYSE | Financial Services · Capital Markets | Mid Cap | 663 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
13D/ABrandon G. Lutnick with CF Group Management, Inc., Cantor Fitzgerald, L. P.	111,384,474	23.4%	New 5%+ stake	Oct 6, 2025	No 13F filer matched
13D/AHoward W. Lutnick	0	0.0%

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP8,375,295

0.0% of portfolio$96.6M

Principal Financial Group Inc3,539,645

0.0% of portfolio$40.8M

Private Management Group Inc3,299,377

1.0% of portfolio$38.0M

O'Keefe Stevens Advisory, Inc.1,893,192

4.5% of portfolio$21.8M

Robertson Stephens Wealth Management, LLC1,227,288

0.3% of portfolio$14.2M

Creative Planning899,259

0.0% of portfolio$10.4M

Citigroup Inc416,569

0.0% of portfolio$4.8M

Essex Investment Management Co LLC310,920

0.5% of portfolio$3.6M

Moody Aldrich Partners LLC264,548

0.6% of portfolio$3.1M

Ashton Thomas Securities, LLC231,882

0.3% of portfolio$2.7M

New York State Teachers Retirement System201,572

0.0% of portfolio$2.3M

Equitable Trust Co199,975

0.1% of portfolio$2.3M

Louisiana State Employees Retirement System155,900

0.0% of portfolio$1.8M

Live Oak Investment Partners153,218

1.0% of portfolio$1.8M

Diversify Wealth Management, LLC150,787

0.0% of portfolio$1.7M

Diversify Advisory Services, LLC150,787

0.0% of portfolio$1.7M

Inscription Capital, LLC120,266

0.2% of portfolio$1.4M

Exchange Traded Concepts, LLC109,936

0.0% of portfolio$1.3M

Arizona State Retirement System104,097

0.0% of portfolio$1.2M

Mountain Hill Investment Partners Corp.95,392

0.6% of portfolio$1.1M

Amalgamated Bank95,193

0.0% of portfolio$1.1M

Yousif Capital Management, LLC94,859

0.0% of portfolio$1.1M

D.A. Davidson & Co.88,835

0.0% of portfolio$1.0M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS86,238

0.0% of portfolio$994.3K

Oregon Public Employees Retirement Fund82,135

0.0% of portfolio$947.0K

Levin Capital Strategies, L.P.76,452

0.1% of portfolio$881.5K

State of Alaska, Department of Revenue74,930

0.0% of portfolio$862.0K

Prime Capital Investment Advisors, LLC62,144

0.0% of portfolio$716.5K

CWC Advisors, Llc.60,531

0.3% of portfolio$697.9K

Pictet Asset Management Holding SA60,161

0.0% of portfolio$693.7K

Tranquility Partners, LLC57,789

0.2% of portfolio$666.3K

MacKenzie Financial Corp57,507

0.0% of portfolio$663.1K

Vise Technologies, Inc.52,381

0.0% of portfolio$603.9K

ProShare Advisors LLC51,625

0.0% of portfolio$595.2K

Canton Hathaway, LLC51,375

0.1% of portfolio$592.4K

Strs Ohio47,000

0.0% of portfolio$541.9K

Allspring Global Investments Holdings, LLC43,384

0.0% of portfolio$504.1K

Mutual of America Capital Management LLC41,764

0.0% of portfolio$481.5K

Y-Intercept (Hong Kong) Ltd37,454

0.0% of portfolio$431.8K

Xponance LLC36,286

0.0% of portfolio$418.4K

Concurrent Investment Advisors, LLC34,664

0.0% of portfolio$399.7K

Sky Investment Group LLC34,416

0.0% of portfolio$396.8K

Emergent Wealth Advisors, LLC32,180

0.2% of portfolio$371.0K

Elevation Point Wealth Partners, LLC29,051

0.0% of portfolio$334.9K

Truist Financial Corp27,806

0.0% of portfolio$320.6K

Realta Investment Advisors25,214

0.1% of portfolio$290.7K

Abel Hall, LLC24,880

0.1% of portfolio$286.9K

Bfsg, LLC24,470

0.0% of portfolio$282.1K

Enclave Advisors LLC24,225

0.0% of portfolio$279.3K

Edge Wealth Management LLC24,129

0.0% of portfolio$279.0K

Virginia Retirement Systems ET Al23,800

0.0% of portfolio$274.4K

Swiss Life Asset Management Ltd21,871

0.0% of portfolio$252.2K

Ethic Inc.20,814

0.0% of portfolio$240.0K

Toth Financial Advisory Corp20,120

0.0% of portfolio$232.0K

Atria Investments, Inc20,118

0.0% of portfolio$232.0K

MSH Capital Advisors LLC19,657

0.0% of portfolio$226.6K

Cambridge Investment Research Advisors, Inc.19,594

0.0% of portfolio$226.0K

Choreo, LLC17,902

0.0% of portfolio$206.4K

Profund Advisors LLC16,994

0.0% of portfolio$195.9K

Crossmark Global Holdings, Inc.16,828

0.0% of portfolio$194.0K

iA Global Asset Management Inc.15,817

0.0% of portfolio$182.0K

Commonwealth Equity Services, LLC15,793

0.0% of portfolio$182.1K

Wealth Enhancement Advisory Services, LLC15,579

0.0% of portfolio$175.0K

Procyon Advisors, LLC15,405

0.0% of portfolio$177.6K

Berman McAleer LLC15,000

0.0% of portfolio$173.0K

Shelter Rock Management, LLC14,568

0.2% of portfolio$176.4K

Brucke Financial, Inc.12,741

0.1% of portfolio$146.9K

Sterling Capital Management LLC12,454

0.0% of portfolio$143.6K

KBC Group NV12,406

0.0% of portfolio$143.0K

Verdence Capital Advisors LLC12,366

0.0% of portfolio$142.6K

Fifth Third Wealth Advisors LLC12,124

0.0% of portfolio$139.8K

State of Wyoming12,065

0.0% of portfolio$139.1K

Evergreen Capital Management LLC12,014

0.0% of portfolio$138.5K

Nisa Investment Advisors, LLC12,007

0.0% of portfolio$138.4K

Sage Rhino Capital LLC11,009

0.0% of portfolio$126.9K

Legacy Advisors, LLC10,234

0.0% of portfolio$118.0K

Parkside Financial Bank & Trust10,053

0.0% of portfolio$115.9K

Lido Advisors, LLC10,029

0.0% of portfolio$115.6K

Key FInancial Inc9,730

0.0% of portfolio$112.2K

Pinnacle Wealth Planning Services, Inc.7,157

0.0% of portfolio$82.5K

Gamma Investing LLC6,219

0.0% of portfolio$71.7K

Signaturefd, LLC5,476

0.0% of portfolio$63.1K

Covestor Ltd4,844

0.1% of portfolio$56.0K

Salomon & Ludwin, LLC4,449

0.0% of portfolio$51.3K

Montag A & Associates Inc4,000

0.0% of portfolio$46.1K

USA Financial Formulas3,495

0.0% of portfolio$40.3K

Tema Etfs LLC2,400

0.0% of portfolio$27.7K

Farther Finance Advisors, LLC2,178

0.0% of portfolio$25.1K

GK Wealth Management LLC2,130

0.0% of portfolio$24.6K

KFG LLC1,986

0.0% of portfolio$22.9K

Spire Wealth Management1,547

0.0% of portfolio$17.8K

Pension & Wealth Management Advisors, Inc.1,500

0.0% of portfolio$17.3K

Root Financial Partners, LLC1,446

0.0% of portfolio$16.7K

Assetmark, Inc1,264

0.0% of portfolio$14.6K

EverSource Wealth Advisors, LLC1,237

0.0% of portfolio$14.3K

Versant Capital Management, Inc1,186

0.0% of portfolio$13.7K

Bare Financial Services, Inc1,008

0.0% of portfolio$11.6K

North Star Investment Management Corp.830

0.0% of portfolio$9.6K

Trust Co of Vermont630

0.0% of portfolio$7.3K

Bell Investment Advisors, Inc617

0.0% of portfolio$7.1K

WPG Advisers, LLC403

0.0% of portfolio$4.6K

Retirement Wealth Solutions LLC396

0.0% of portfolio$4.6K

Ares Financial Consulting, LLC360

0.0% of portfolio$4.2K

Farmers & Merchants Investments Inc355

0.0% of portfolio$4.1K

SJS Investment Consulting Inc.332

0.0% of portfolio$3.8K

Owl Creek Wealth Partners LLC305

0.0% of portfolio$3.5K

Parallel Advisors, LLC292

0.0% of portfolio$3.4K

Fortitude Family Office, LLC278

0.0% of portfolio$3.2K

Caitong International Asset Management Co., Ltd273

0.0% of portfolio$3.1K

Marquette Asset Management, LLC158

0.0% of portfolio$1.8K

UMB Private Wealth Management, LLC140

0.0% of portfolio$1.6K

SBI Securities Co., Ltd.136

0.0% of portfolio$1.6K

IFP Advisors, Inc135

0.0% of portfolio$1.6K

Creative Capital Management Investments LLC133

0.0% of portfolio$1.5K

Essential Partners LLC120

0.0% of portfolio$1.4K

MassMutual Private Wealth & Trust, FSB98

0.0% of portfolio$1.1K

Provenance Wealth Advisors, LLC87

0.0% of portfolio$1.0K

Gilpin Wealth Management, LLC83

0.0% of portfolio$957

Bay Harbor Wealth Management, LLC68

0.0% of portfolio$784

Valley National Advisers Inc66

0.0% of portfolio$761

DiNuzzo Private Wealth, Inc.65

0.0% of portfolio$750

Arlington Trust Co LLC60

0.0% of portfolio$692

Ascentis Wealth Management, LLC28

0.0% of portfolio$322

CoreCap Advisors, LLC28

0.0% of portfolio$323

American Capital Advisory, LLC26

0.0% of portfolio$300

James T. Borello RIA22

0.0% of portfolio$254

Davis Capital Management21

0.0% of portfolio$242

Financial Consulate, Inc20

0.0% of portfolio$231

Capital Advisors, Ltd. LLC15

0.0% of portfolio$0

DecisionPoint Financial, LLC13

0.0% of portfolio$152

GHP Investment Advisors, Inc.4

0.0% of portfolio$47

Maryland Capital Advisors Inc.4

0.0% of portfolio$47

Hughes Financial Services, LLC4

0.0% of portfolio$46

Signature Resources Capital Management, LLC3

0.0% of portfolio$35

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	8,375,295	$96.6M	0.0%	Index	Low	Austin, TX	2026-11-04
Principal Financial Group Inc	3,539,645	$40.8M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Private Management Group Inc	3,299,377	$38.0M	1.0%	Yield	Low	Irvine, CA	2026-11-04
O'Keefe Stevens Advisory, Inc.	1,893,192	$21.8M	4.5%	Value	Low	Rochester, NY	2026-10-09
Robertson Stephens Wealth Management, LLC	1,227,288	$14.2M	0.3%	ETF	Medium	San Francisco, CA	2026-10-16
Creative Planning	899,259	$10.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Citigroup Inc	416,569	$4.8M	0.0%	Core	Medium	New York, NY	2026-11-04
Essex Investment Management Co LLC	310,920	$3.6M	0.5%	Growth	Medium	Boston, MA	2026-10-19
Moody Aldrich Partners LLC	264,548	$3.1M	0.6%	Value	High	Marblehead, MA	2026-10-27
Ashton Thomas Securities, LLC	231,882	$2.7M	0.3%	ETF	Medium	Rochester, NY	2026-10-26
New York State Teachers Retirement System	201,572	$2.3M	0.0%	Core	Very Low	Albany, NY	2026-10-22
Equitable Trust Co	199,975	$2.3M	0.1%	Core	Low	Nashville, TN	2026-10-13
Louisiana State Employees Retirement System	155,900	$1.8M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Live Oak Investment Partners	153,218	$1.8M	1.0%	ETF	Medium	Austin, TX	2026-10-23
Diversify Wealth Management, LLC	150,787	$1.7M	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	150,787	$1.7M	0.0%	Growth	Low	Sandy, UT	2026-10-20
Inscription Capital, LLC	120,266	$1.4M	0.2%	GARP	Medium	Houston, TX	2026-11-02
Exchange Traded Concepts, LLC	109,936	$1.3M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Arizona State Retirement System	104,097	$1.2M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Mountain Hill Investment Partners Corp.	95,392	$1.1M	0.6%	Growth	High	Atlantic Highlands, NJ	2026-10-23
Amalgamated Bank	95,193	$1.1M	0.0%	Core	Very Low	New York, NY	2026-10-23
Yousif Capital Management, LLC	94,859	$1.1M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
D.A. Davidson & Co.	88,835	$1.0M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	86,238	$994.3K	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Oregon Public Employees Retirement Fund	82,135	$947.0K	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Levin Capital Strategies, L.P.	76,452	$881.5K	0.1%	Value	Medium	New York, NY	2026-11-02
State of Alaska, Department of Revenue	74,930	$862.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Prime Capital Investment Advisors, LLC	62,144	$716.5K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
CWC Advisors, Llc.	60,531	$697.9K	0.3%	GARP	Low	Lake Oswego, OR	2026-10-15
Pictet Asset Management Holding SA	60,161	$693.7K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Tranquility Partners, LLC	57,789	$666.3K	0.2%	Core	Low	Brentwood, TN	2026-10-20
MacKenzie Financial Corp	57,507	$663.1K	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Vise Technologies, Inc.	52,381	$603.9K	0.0%	Index	Low	New York, NY	2026-10-29
ProShare Advisors LLC	51,625	$595.2K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Canton Hathaway, LLC	51,375	$592.4K	0.1%	Value	Low	Providence, RI	2026-10-23
Strs Ohio	47,000	$541.9K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Allspring Global Investments Holdings, LLC	43,384	$504.1K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Mutual of America Capital Management LLC	41,764	$481.5K	0.0%	Index	Low	New York, NY	2026-10-23
Y-Intercept (Hong Kong) Ltd	37,454	$431.8K	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
Xponance LLC	36,286	$418.4K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Concurrent Investment Advisors, LLC	34,664	$399.7K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Sky Investment Group LLC	34,416	$396.8K	0.0%	Core	Very Low	Hartford, CT	2026-10-30
Emergent Wealth Advisors, LLC	32,180	$371.0K	0.2%	ETF	Medium	Williamsville, NY	2026-10-09
Elevation Point Wealth Partners, LLC	29,051	$334.9K	0.0%	Core	High	Denver, CO	2026-11-05
Truist Financial Corp	27,806	$320.6K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Realta Investment Advisors	25,214	$290.7K	0.1%	Growth	Medium	Wilmington, DE	2026-10-14
Abel Hall, LLC	24,880	$286.9K	0.1%	Core	Medium	Baton Rouge, LA	2026-10-19
Bfsg, LLC	24,470	$282.1K	0.0%	Core	Low	Irvine, CA	2026-10-30
Enclave Advisors LLC	24,225	$279.3K	0.0%	ETF	Medium	Austin, TX	2026-10-14
Edge Wealth Management LLC	24,129	$279.0K	0.0%	Core	Low	New York, NY	2026-10-13
Virginia Retirement Systems ET Al	23,800	$274.4K	0.0%	Core	Medium	Richmond, VA	2026-10-28
Swiss Life Asset Management Ltd	21,871	$252.2K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Ethic Inc.	20,814	$240.0K	0.0%	Core	Low	New York, NY	2026-11-03
Toth Financial Advisory Corp	20,120	$232.0K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Atria Investments, Inc	20,118	$232.0K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
MSH Capital Advisors LLC	19,657	$226.6K	0.0%	Core	Low	Scottsdale, AZ	2026-11-03
Cambridge Investment Research Advisors, Inc.	19,594	$226.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Choreo, LLC	17,902	$206.4K	0.0%	Index	Low	Rockford, IL	2026-10-28
Profund Advisors LLC	16,994	$195.9K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Crossmark Global Holdings, Inc.	16,828	$194.0K	0.0%	GARP	Medium	Houston, TX	2026-10-21
iA Global Asset Management Inc.	15,817	$182.0K	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Commonwealth Equity Services, LLC	15,793	$182.1K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wealth Enhancement Advisory Services, LLC	15,579	$175.0K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Procyon Advisors, LLC	15,405	$177.6K	0.0%	Core	Very Low	Shelton, CT	2026-10-21
Berman McAleer LLC	15,000	$173.0K	0.0%	ETF	Very Low	Timonium, MD	2026-10-16
Shelter Rock Management, LLC	14,568	$176.4K	0.2%	Growth	Medium	Jericho, NY	2026-10-09
Brucke Financial, Inc.	12,741	$146.9K	0.1%	Growth	Medium	Indianapolis, IN	2026-10-23
Sterling Capital Management LLC	12,454	$143.6K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
KBC Group NV	12,406	$143.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Verdence Capital Advisors LLC	12,366	$142.6K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Fifth Third Wealth Advisors LLC	12,124	$139.8K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
State of Wyoming	12,065	$139.1K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Evergreen Capital Management LLC	12,014	$138.5K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Nisa Investment Advisors, LLC	12,007	$138.4K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Sage Rhino Capital LLC	11,009	$126.9K	0.0%	ETF	Low	Menlo Park, CA	2026-10-28
Legacy Advisors, LLC	10,234	$118.0K	0.0%	ETF	Low	Plymouth Meeting, PA	2026-10-19
Parkside Financial Bank & Trust	10,053	$115.9K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Lido Advisors, LLC	10,029	$115.6K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Key FInancial Inc	9,730	$112.2K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Pinnacle Wealth Planning Services, Inc.	7,157	$82.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Gamma Investing LLC	6,219	$71.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Signaturefd, LLC	5,476	$63.1K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Covestor Ltd	4,844	$56.0K	0.1%	Value	High	London, United Kingdom	2026-10-30
Salomon & Ludwin, LLC	4,449	$51.3K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Montag A & Associates Inc	4,000	$46.1K	0.0%	Core	Low	Atlanta, GA	2026-10-29
USA Financial Formulas	3,495	$40.3K	0.0%	ETF	Very High	Ada, MI	2026-10-16
Tema Etfs LLC	2,400	$27.7K	0.0%	Growth	Medium	New York, NY	2026-10-16
Farther Finance Advisors, LLC	2,178	$25.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
GK Wealth Management LLC	2,130	$24.6K	0.0%	GARP	Very High	Reno, NV	2026-10-09
KFG LLC	1,986	$22.9K	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Spire Wealth Management	1,547	$17.8K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Pension & Wealth Management Advisors, Inc.	1,500	$17.3K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Root Financial Partners, LLC	1,446	$16.7K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Assetmark, Inc	1,264	$14.6K	0.0%	ETF	Low	Concord, CA	2026-10-21
EverSource Wealth Advisors, LLC	1,237	$14.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Versant Capital Management, Inc	1,186	$13.7K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Bare Financial Services, Inc	1,008	$11.6K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
North Star Investment Management Corp.	830	$9.6K	0.0%	Core	Low	Chicago, IL	2026-10-27
Trust Co of Vermont	630	$7.3K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Bell Investment Advisors, Inc	617	$7.1K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
WPG Advisers, LLC	403	$4.6K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Retirement Wealth Solutions LLC	396	$4.6K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Ares Financial Consulting, LLC	360	$4.2K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Farmers & Merchants Investments Inc	355	$4.1K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
SJS Investment Consulting Inc.	332	$3.8K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Owl Creek Wealth Partners LLC	305	$3.5K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Parallel Advisors, LLC	292	$3.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Fortitude Family Office, LLC	278	$3.2K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Caitong International Asset Management Co., Ltd	273	$3.1K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Marquette Asset Management, LLC	158	$1.8K	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
UMB Private Wealth Management, LLC	140	$1.6K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
SBI Securities Co., Ltd.	136	$1.6K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
IFP Advisors, Inc	135	$1.6K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Creative Capital Management Investments LLC	133	$1.5K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Essential Partners LLC	120	$1.4K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
MassMutual Private Wealth & Trust, FSB	98	$1.1K	0.0%	Core	Low	Springfield, MA	2026-10-05
Provenance Wealth Advisors, LLC	87	$1.0K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Gilpin Wealth Management, LLC	83	$957	0.0%	Growth	Low	Denver, CO	2026-10-09
Bay Harbor Wealth Management, LLC	68	$784	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Valley National Advisers Inc	66	$761	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
DiNuzzo Private Wealth, Inc.	65	$750	0.0%	ETF	Low	Beaver, PA	2026-10-16
Arlington Trust Co LLC	60	$692	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Ascentis Wealth Management, LLC	28	$322	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
CoreCap Advisors, LLC	28	$323	0.0%	ETF	Medium	Southfield, MI	2026-10-08
American Capital Advisory, LLC	26	$300	0.0%	ETF	Low	Ketchum, ID	2026-10-28
James T. Borello RIA	22	$254	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Davis Capital Management	21	$242	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Financial Consulate, Inc	20	$231	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Capital Advisors, Ltd. LLC	15	$0	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
DecisionPoint Financial, LLC	13	$152	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
GHP Investment Advisors, Inc.	4	$47	0.0%	Core	Very Low	Denver, CO	2026-10-15
Maryland Capital Advisors Inc.	4	$47	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Hughes Financial Services, LLC	4	$46	0.0%	ETF	Low	Herndon, VA	2026-10-30
Signature Resources Capital Management, LLC	3	$35	0.0%	ETF	Low	Newport Beach, CA	2026-10-16