Bluerock Private Real Estate (BPRE)

CUSIP: 09631P102 | US | Financial Services · Asset Management | 435 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/A Saba Capital Management, L.P.	7,322,660	5.1%	New 5%+ stake	Aug 26, 2026	6,742,126 sh (Jun 30, 2026)

13D/A Saba Capital Management, L.P.

Institutional Holders — Q3 2026

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Cambridge Investment Research Advisors, Inc.4,317,323

0.3% of portfolio$54.1M

Midland Wealth Advisors, LLC4,032,986

2.3% of portfolio$50.6M

Quadrant Private Wealth Management, LLC2,731,992

4.5% of portfolio$34.3M

Independent Financial Group, LLC1,122,211

0.3% of portfolio$14.1M

B. Riley Wealth Advisors, Inc.609,920

0.3% of portfolio$7.6M

Matisse Capital450,000

2.2% of portfolio$5.6M

Elevation Point Wealth Partners, LLC436,118

0.1% of portfolio$5.5M

Guardian Financial Partners, LLC413,285

2.0% of portfolio$5.2M

Turning Point Benefit Group, Inc.311,907

1.6% of portfolio$3.9M

Creative Planning302,368

0.0% of portfolio$3.8M

Avantax Planning Partners, Inc.296,516

0.1% of portfolio$3.7M

D.A. Davidson & Co.262,276

0.0% of portfolio$3.3M

J.W. Cole Advisors, Inc.243,770

0.1% of portfolio$3.1M

Brookstone Capital Management242,783

0.0% of portfolio$3.0M

Noble Wealth Management PBC226,094

1.3% of portfolio$2.8M

Capital Investment Advisory Services, LLC220,490

0.2% of portfolio$2.8M

Davenport & Co LLC217,179

0.0% of portfolio$2.7M

Kestra Advisory Services, LLC198,876

0.0% of portfolio$2.5M

AlphaStar Capital Management, LLC191,288

0.1% of portfolio$2.4M

Commonwealth Equity Services, LLC177,357

0.0% of portfolio$2.2M

Kingswood Wealth Advisors, LLC161,666

0.1% of portfolio$2.0M

Family Office Research LLC153,522

0.7% of portfolio$1.9M

Dudley Capital Management, LLC148,112

0.7% of portfolio$1.9M

Soltis Investment Advisors LLC138,204

0.1% of portfolio$1.7M

Closed-End Fund Advisors, Inc.136,132

1.8% of portfolio$1.7M

Perigon Wealth Management, LLC132,338

0.0% of portfolio$1.7M

Fifth Third Bancorp131,593

0.0% of portfolio$1.7M

Spinnaker Investment Group, LLC121,942

0.2% of portfolio$1.5M

Strategic Blueprint, LLC115,627

0.1% of portfolio$1.4M

Pinkerton Wealth, LLC115,485

0.2% of portfolio$1.4M

True Freedom Investing, LLC110,930

0.2% of portfolio$1.4M

WealthPoint Financial, LLC108,335

1.0% of portfolio$1.4M

Wealth Enhancement Advisory Services, LLC102,072

0.0% of portfolio$1.3M

JBR Co Financial Management Inc99,665

0.5% of portfolio$1.3M

Glass Jacobson Investment Advisors llc98,865

0.4% of portfolio$1.2M

Compound Planning, Inc.98,063

0.0% of portfolio$1.2M

Veracity Capital LLC96,052

0.3% of portfolio$1.2M

Ignite Planners, LLC89,893

0.1% of portfolio$1.1M

International Assets Investment Management, LLC87,779

0.1% of portfolio$1.1M

Nova R Wealth, Inc.87,208

0.3% of portfolio$1.1M

Patriot Financial Group Insurance Agency, LLC86,643

0.1% of portfolio$1.1M

Claro Advisors Inc.85,678

0.1% of portfolio$1.1M

Avior Wealth Management, LLC84,074

0.0% of portfolio$1.1M

Integrity Advisory Solutions, LLC83,916

0.1% of portfolio$1.1M

HB Wealth Management, LLC82,641

0.0% of portfolio$1.0M

Summit Investment Advisory Services, LLC79,693

0.2% of portfolio$999.3K

RHS Financial, LLC78,506

0.3% of portfolio$984.5K

Dynamic Advisor Solutions LLC77,682

0.0% of portfolio$974.1K

Stewardship Advisors, LLC73,176

0.2% of portfolio$917.6K

CX Institutional72,131

0.0% of portfolio$905

Gallacher Capital Management LLC64,301

0.7% of portfolio$806.3K

Summit Financial Wealth Advisors, LLC61,722

0.1% of portfolio$774.0K

Koshinski Asset Management, Inc.55,757

0.0% of portfolio$699.2K

WBI Investments, LLC50,173

0.2% of portfolio$629.2K

Berkeley, Inc47,494

0.2% of portfolio$595.6K

Retirement Financial Solutions, LLC45,221

0.1% of portfolio$567.1K

World Equity Group, Inc.44,283

0.2% of portfolio$555.3K

Truist Financial Corp43,908

0.0% of portfolio$527.8K

Tsfg, LLC43,338

0.3% of portfolio$543.0K

Wealthcare Advisory Partners LLC43,112

0.0% of portfolio$540.6K

Capital Investment Counsel, Inc42,873

0.1% of portfolio$537.6K

LexAurum Advisors, LLC41,352

0.1% of portfolio$518.6K

Plancorp, LLC40,877

0.0% of portfolio$506.1K

Tcfg Investment Advisors, LLC39,571

0.2% of portfolio$496.2K

Wilkerson Advisory Group LLC37,732

0.1% of portfolio$473.2K

Quantum Financial Partners LLC36,987

0.2% of portfolio$463.8K

RFG Advisory, LLC36,877

0.0% of portfolio$462.4K

Chicago Partners Investment Group LLC36,589

0.0% of portfolio$455.5K

Csenge Advisory Group35,983

0.0% of portfolio$451.2K

Traphagen Investment Advisors LLC34,790

0.0% of portfolio$436.3K

HRC Wealth Management, LLC34,520

0.2% of portfolio$432.9K

TrueMark Investments, LLC32,052

0.0% of portfolio$401.9K

R2 Capital Strategies, LLC31,997

0.2% of portfolio$401.2K

StoneX Group Inc.30,606

0.0% of portfolio$383.8K

Trek Financial, LLC28,633

0.0% of portfolio$359.1K

Beaumont Financial Advisors, LLC27,800

0.0% of portfolio$348.6K

Castleview Partners, LLC27,456

0.2% of portfolio$344.3K

CLG LLC27,296

0.1% of portfolio$342.3K

Greenup Street Wealth Management LLC26,796

0.0% of portfolio$336.0K

Cornerstone Wealth Management, LLC26,010

0.0% of portfolio$326.2K

Providence Wealth Advisors, LLC25,544

0.2% of portfolio$324.1K

M Holdings Securities, Inc.24,615

0.1% of portfolio$307.0K

Partners Wealth Management, LLC24,326

0.0% of portfolio$305.1K

SFM, LLC d/b/a Sweeney Financial Advisors23,996

0.2% of portfolio$300.9K

AlphaCore Capital LLC23,268

0.0% of portfolio$291.8K

United Advisor Group, LLC23,126

0.0% of portfolio$290.0K

Vise Technologies, Inc.22,670

0.0% of portfolio$284.3K

Cathy Pareto & Associates, Inc21,976

0.2% of portfolio$275.6K

PFG Advisors20,501

0.0% of portfolio$257.1K

Aviso Wealth Management20,197

0.1% of portfolio$253.3K

BlueChip Wealth Advisors LLC19,770

0.1% of portfolio$247.9K

Private Trust Co NA17,370

0.0% of portfolio$217.8K

Cooper Financial Group16,764

0.0% of portfolio$210.2K

Bright Futures Wealth Management, Llc.16,266

0.1% of portfolio$204.0K

SeaCrest Wealth Management, LLC16,142

0.0% of portfolio$202.4K

Apollon Wealth Management, LLC15,753

0.0% of portfolio$197.5K

Eagle Bay Advisors LLC15,000

0.1% of portfolio$188.1K

EverSource Wealth Advisors, LLC13,875

0.0% of portfolio$174.0K

Sowell Financial Services LLC13,506

0.0% of portfolio$169.4K

Brucke Financial, Inc.13,457

0.1% of portfolio$168.8K

Intrua Financial, LLC13,054

0.0% of portfolio$163.7K

Trademark Financial Management, LLC12,959

0.1% of portfolio$162.5K

Tucker Asset Management LLC12,866

0.0% of portfolio$161.3K

Carmel Capital Partners, LLC12,756

0.1% of portfolio$160.0K

Sound Income Strategies, LLC12,599

0.0% of portfolio$163.9K

25 LLC12,585

0.0% of portfolio$157.8K

Robertson Stephens Wealth Management, LLC12,234

0.0% of portfolio$153.4K

Commerce Advisors, LLC12,231

0.1% of portfolio$153.4K

Lido Advisors, LLC11,811

0.0% of portfolio$148.1K

KWB Wealth11,673

0.0% of portfolio$146.4K

Sagespring Wealth Partners, LLC10,888

0.0% of portfolio$136.5K

Gaddis Premier Wealth Advisors LLC10,709

0.1% of portfolio$134.3K

Blue Bell Private Wealth Management, LLC10,560

0.0% of portfolio$132.4K

BOS Asset Management, LLC10,505

0.0% of portfolio$131.7K

Farther Finance Advisors, LLC8,760

0.0% of portfolio$109.9K

Rossby Financial, LCC7,842

0.0% of portfolio$98.3K

Blue Trust, Inc.7,439

0.0% of portfolio$93.3K

IFP Advisors, Inc7,233

0.0% of portfolio$90.7K

Arlington Trust Co LLC6,464

0.0% of portfolio$81.1K

US Bancorp \de\6,148

0.0% of portfolio$77.1K

Cassaday & Co Wealth Management LLC5,220

0.0% of portfolio$65.5K

Transce3nd, LLC4,851

0.1% of portfolio$59.7K

TD Waterhouse Canada Inc.4,000

0.0% of portfolio$50.4K

MassMutual Private Wealth & Trust, FSB3,972

0.0% of portfolio$49.8K

Vima LLC3,610

0.0% of portfolio$45.3K

Valued Wealth Advisors LLC3,088

0.0% of portfolio$38.7K

Gen-Wealth Partners Inc3,027

0.0% of portfolio$38.0K

First Command Advisory Services, Inc.2,649

0.0% of portfolio$33.2K

WPG Advisers, LLC1,704

0.0% of portfolio$21.4K

Triumph Capital Management1,400

0.0% of portfolio$17.6K

Pinnacle Wealth Planning Services, Inc.1,314

0.0% of portfolio$16.5K

Kingdom Financial Group Llc.1,214

0.0% of portfolio$15.2K

Quest 10 Wealth Builders, Inc.1,077

0.0% of portfolio$13.5K

Lloyd Advisory Services, Llc.679

0.0% of portfolio$8.5K

James T. Borello RIA648

0.0% of portfolio$8.1K

GK Wealth Management LLC648

0.0% of portfolio$8.1K

CoreCap Advisors, LLC506

0.0% of portfolio$6.4K

Jacobi Capital Management LLC336

0.0% of portfolio$4.2K

Asset Dedication, LLC336

0.0% of portfolio$4.2K

Salomon & Ludwin, LLC299

0.0% of portfolio$3.8K

Tounjian Advisory Partners, LLC296

0.0% of portfolio$3.7K

Moisand Fitzgerald Tamayo, LLC253

0.0% of portfolio$3.2K

Hughes Financial Services, LLC122

0.0% of portfolio$1.5K

Quaker Wealth Management, LLC88

0.0% of portfolio$1.1K

Golden State Wealth Management, LLC73

0.0% of portfolio$915

Assetmark, Inc15

0.0% of portfolio$188

Mosley Wealth Management14

0.0% of portfolio$176

				Style	Turnover	Location	Filed
Cambridge Investment Research Advisors, Inc.	4,317,323	$54.1M	0.3%	ETF	Low	Fairfield, IA	2026-11-02
Midland Wealth Advisors, LLC	4,032,986	$50.6M	2.3%	ETF	Low	Effingham, IL	2026-10-26
Quadrant Private Wealth Management, LLC	2,731,992	$34.3M	4.5%	Growth	Low	Center Valley, PA	2026-11-04
Independent Financial Group, LLC	1,122,211	$14.1M	0.3%	Growth	Low	San Diego, CA	2026-10-13
B. Riley Wealth Advisors, Inc.	609,920	$7.6M	0.3%	Growth	Low	Memphis, TN	2026-10-13
Matisse Capital	450,000	$5.6M	2.2%	Value	Medium	Portland, OR	2026-10-29
Elevation Point Wealth Partners, LLC	436,118	$5.5M	0.1%	Core	High	Denver, CO	2026-11-05
Guardian Financial Partners, LLC	413,285	$5.2M	2.0%	ETF	Low	Orange, CA	2026-11-04
Turning Point Benefit Group, Inc.	311,907	$3.9M	1.6%	ETF	Medium	Frederick, MD	2026-10-28
Creative Planning	302,368	$3.8M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Avantax Planning Partners, Inc.	296,516	$3.7M	0.1%	ETF	Low	Dubuque, IA	2026-11-03
D.A. Davidson & Co.	262,276	$3.3M	0.0%	Core	Low	Great Falls, MT	2026-10-28
J.W. Cole Advisors, Inc.	243,770	$3.1M	0.1%	Index	Low	Tampa, FL	2026-11-05
Brookstone Capital Management	242,783	$3.0M	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Noble Wealth Management PBC	226,094	$2.8M	1.3%	Yield	Medium	Greenwood Village, CO	2026-10-01
Capital Investment Advisory Services, LLC	220,490	$2.8M	0.2%	Core	Medium	Raleigh, NC	2026-10-30
Davenport & Co LLC	217,179	$2.7M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Kestra Advisory Services, LLC	198,876	$2.5M	0.0%	Core	Low	Austin, TX	2026-11-02
AlphaStar Capital Management, LLC	191,288	$2.4M	0.1%	ETF	Medium	Cornelius, NC	2026-10-16
Commonwealth Equity Services, LLC	177,357	$2.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Kingswood Wealth Advisors, LLC	161,666	$2.0M	0.1%	Growth	Low	San Diego, CA	2026-10-23
Family Office Research LLC	153,522	$1.9M	0.7%	ETF	Low	Bethesda, MD	2026-10-14
Dudley Capital Management, LLC	148,112	$1.9M	0.7%	Growth	Low	Middleburg, VA	2026-10-23
Soltis Investment Advisors LLC	138,204	$1.7M	0.1%	Core	Medium	St. George, UT	2026-10-28
Closed-End Fund Advisors, Inc.	136,132	$1.7M	1.8%	Yield	Medium	Richmond, VA	2026-11-04
Perigon Wealth Management, LLC	132,338	$1.7M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Fifth Third Bancorp	131,593	$1.7M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Spinnaker Investment Group, LLC	121,942	$1.5M	0.2%	ETF	Low	Newport Beach, CA	2026-10-13
Strategic Blueprint, LLC	115,627	$1.4M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Pinkerton Wealth, LLC	115,485	$1.4M	0.2%	Core	High	Coeur D Alene, ID	2026-10-29
True Freedom Investing, LLC	110,930	$1.4M	0.2%	Core	High	Coeur D'Alene, ID	2026-10-29
WealthPoint Financial, LLC	108,335	$1.4M	1.0%	ETF	Medium	Cramerton, NC	2026-11-03
Wealth Enhancement Advisory Services, LLC	102,072	$1.3M	0.0%	Core	Low	Plymouth, MN	2026-10-13
JBR Co Financial Management Inc	99,665	$1.3M	0.5%	Growth	Low	Ardmore, OK	2026-10-13
Glass Jacobson Investment Advisors llc	98,865	$1.2M	0.4%	ETF	Low	Owings Mills, MD	2026-10-26
Compound Planning, Inc.	98,063	$1.2M	0.0%	Core	Low	New York, NY	2026-11-05
Veracity Capital LLC	96,052	$1.2M	0.3%	Growth	Low	Atlanta, GA	2026-10-08
Ignite Planners, LLC	89,893	$1.1M	0.1%	Core	Low	San Clemente, CA	2026-10-14
International Assets Investment Management, LLC	87,779	$1.1M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Nova R Wealth, Inc.	87,208	$1.1M	0.3%	ETF	Low	Overland Park, KS	2026-10-26
Patriot Financial Group Insurance Agency, LLC	86,643	$1.1M	0.1%	Growth	Low	Walpole, MA	2026-10-14
Claro Advisors Inc.	85,678	$1.1M	0.1%	Core	Low	Boston, MA	2026-11-02
Avior Wealth Management, LLC	84,074	$1.1M	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Integrity Advisory Solutions, LLC	83,916	$1.1M	0.1%	ETF	Medium	Dallas, TX	2026-10-29
HB Wealth Management, LLC	82,641	$1.0M	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Summit Investment Advisory Services, LLC	79,693	$999.3K	0.2%	ETF	Very Low	Roseville, MN	2026-11-03
RHS Financial, LLC	78,506	$984.5K	0.3%	ETF	Medium	San Francisco, CA	2026-10-13
Dynamic Advisor Solutions LLC	77,682	$974.1K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Stewardship Advisors, LLC	73,176	$917.6K	0.2%	ETF	Medium	Mount Joy, PA	2026-10-20
CX Institutional	72,131	$905	0.0%	Core	Medium	Auburn, IN	2026-10-02
Gallacher Capital Management LLC	64,301	$806.3K	0.7%	Value	Medium	Lone Tree, CO	2026-10-30
Summit Financial Wealth Advisors, LLC	61,722	$774.0K	0.1%	ETF	Low	Lafayette, LA	2026-10-15
Koshinski Asset Management, Inc.	55,757	$699.2K	0.0%	ETF	Low	Decatur, IL	2026-10-29
WBI Investments, LLC	50,173	$629.2K	0.2%	Value	Very High	Red Bank, NJ	2026-11-05
Berkeley, Inc	47,494	$595.6K	0.2%	Core	Low	Boise, ID	2026-10-20
Retirement Financial Solutions, LLC	45,221	$567.1K	0.1%	ETF	Medium	Knoxville, TN	2026-10-20
World Equity Group, Inc.	44,283	$555.3K	0.2%	Growth	Medium	Schaumburg, IL	2026-10-14
Truist Financial Corp	43,908	$527.8K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Tsfg, LLC	43,338	$543.0K	0.3%	ETF	Low	Lake Forest, IL	2026-10-23
Wealthcare Advisory Partners LLC	43,112	$540.6K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Capital Investment Counsel, Inc	42,873	$537.6K	0.1%	Growth	Very Low	Raleigh, NC	2026-10-20
LexAurum Advisors, LLC	41,352	$518.6K	0.1%	ETF	Low	Overland Park, KS	2026-10-19
Plancorp, LLC	40,877	$506.1K	0.0%	ETF	Low	Saint Louis, MO	2026-11-03
Tcfg Investment Advisors, LLC	39,571	$496.2K	0.2%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Wilkerson Advisory Group LLC	37,732	$473.2K	0.1%	ETF	Medium	Columbia, MO	2026-10-20
Quantum Financial Partners LLC	36,987	$463.8K	0.2%	ETF	N/A	Overland Park, KS	2026-10-19
RFG Advisory, LLC	36,877	$462.4K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Chicago Partners Investment Group LLC	36,589	$455.5K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Csenge Advisory Group	35,983	$451.2K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Traphagen Investment Advisors LLC	34,790	$436.3K	0.0%	ETF	Low	Oradell, NJ	2026-10-14
HRC Wealth Management, LLC	34,520	$432.9K	0.2%	ETF	Very Low	Moscow, ID	2026-10-16
TrueMark Investments, LLC	32,052	$401.9K	0.0%	Yield	High	Chicago, IL	2026-11-05
R2 Capital Strategies, LLC	31,997	$401.2K	0.2%	ETF	N/A	Lincoln, NE	2026-10-15
StoneX Group Inc.	30,606	$383.8K	0.0%	ETF	Medium	New York, NY	2026-11-03
Trek Financial, LLC	28,633	$359.1K	0.0%	ETF	High	Scottsdale, AZ	2026-10-29
Beaumont Financial Advisors, LLC	27,800	$348.6K	0.0%	Growth	Medium	Needham, MA	2026-10-22
Castleview Partners, LLC	27,456	$344.3K	0.2%	Core	Medium	Dallas, TX	2026-10-09
CLG LLC	27,296	$342.3K	0.1%	ETF	Medium	Long Beach, CA	2026-10-13
Greenup Street Wealth Management LLC	26,796	$336.0K	0.0%	ETF	Medium	Overland Park, KS	2026-10-28
Cornerstone Wealth Management, LLC	26,010	$326.2K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Providence Wealth Advisors, LLC	25,544	$324.1K	0.2%	Core	Low	Frankfort, IL	2026-10-29
M Holdings Securities, Inc.	24,615	$307.0K	0.1%	ETF	High	Portland, OR	2026-11-03
Partners Wealth Management, LLC	24,326	$305.1K	0.0%	Core	Low	Carmel By The Sea, CA	2026-10-28
SFM, LLC d/b/a Sweeney Financial Advisors	23,996	$300.9K	0.2%	ETF	Low	Bedford, NH	2026-10-14
AlphaCore Capital LLC	23,268	$291.8K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
United Advisor Group, LLC	23,126	$290.0K	0.0%	ETF	Low	Cincinnati, OH	2026-11-03
Vise Technologies, Inc.	22,670	$284.3K	0.0%	Index	Low	New York, NY	2026-10-29
Cathy Pareto & Associates, Inc	21,976	$275.6K	0.2%	ETF	Low	Coral Gables, FL	2026-10-15
PFG Advisors	20,501	$257.1K	0.0%	ETF	Medium	Phoenix, AZ	2026-10-16
Aviso Wealth Management	20,197	$253.3K	0.1%	Growth	Low	Bellevue, WA	2026-11-04
BlueChip Wealth Advisors LLC	19,770	$247.9K	0.1%	ETF	Medium	Milton, GA	2026-11-03
Private Trust Co NA	17,370	$217.8K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Cooper Financial Group	16,764	$210.2K	0.0%	Growth	Medium	Irvine, CA	2026-10-07
Bright Futures Wealth Management, Llc.	16,266	$204.0K	0.1%	Core	High	Webster, Ny 14580, NY	2026-10-23
SeaCrest Wealth Management, LLC	16,142	$202.4K	0.0%	Growth	Low	Purchase, NY	2026-10-21
Apollon Wealth Management, LLC	15,753	$197.5K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Eagle Bay Advisors LLC	15,000	$188.1K	0.1%	Growth	Medium	New York, NY	2026-10-16
EverSource Wealth Advisors, LLC	13,875	$174.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Sowell Financial Services LLC	13,506	$169.4K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
Brucke Financial, Inc.	13,457	$168.8K	0.1%	Growth	Medium	Indianapolis, IN	2026-10-23
Intrua Financial, LLC	13,054	$163.7K	0.0%	ETF	Medium	Houston, TX	2026-10-28
Trademark Financial Management, LLC	12,959	$162.5K	0.1%	ETF	Medium	Bloomington, MN	2026-10-23
Tucker Asset Management LLC	12,866	$161.3K	0.0%	ETF	Medium	Littleton, CO	2026-10-29
Carmel Capital Partners, LLC	12,756	$160.0K	0.1%	Value	Medium	San Diego, CA	2026-11-03
Sound Income Strategies, LLC	12,599	$163.9K	0.0%	Yield	Medium	Ft Lauderdale, FL	2026-10-09
25 LLC	12,585	$157.8K	0.0%	ETF	Low	St. Louis, MO	2026-10-13
Robertson Stephens Wealth Management, LLC	12,234	$153.4K	0.0%	ETF	Medium	San Francisco, CA	2026-10-16
Commerce Advisors, LLC	12,231	$153.4K	0.1%	ETF	Low	Memphis, TN	2026-10-19
Lido Advisors, LLC	11,811	$148.1K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
KWB Wealth	11,673	$146.4K	0.0%	ETF	Medium	Redlands, CA	2026-10-16
Sagespring Wealth Partners, LLC	10,888	$136.5K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Gaddis Premier Wealth Advisors LLC	10,709	$134.3K	0.1%	ETF	Medium	Durant, OK	2026-10-29
Blue Bell Private Wealth Management, LLC	10,560	$132.4K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
BOS Asset Management, LLC	10,505	$131.7K	0.0%	ETF	Low	Springfield, IL	2026-10-09
Farther Finance Advisors, LLC	8,760	$109.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Rossby Financial, LCC	7,842	$98.3K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Blue Trust, Inc.	7,439	$93.3K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
IFP Advisors, Inc	7,233	$90.7K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Arlington Trust Co LLC	6,464	$81.1K	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
US Bancorp \de\	6,148	$77.1K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Cassaday & Co Wealth Management LLC	5,220	$65.5K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Transce3nd, LLC	4,851	$59.7K	0.1%	Growth	Low	Buda, TX	2026-10-26
TD Waterhouse Canada Inc.	4,000	$50.4K	0.0%	Core	Low	Toronto, Australia	2026-10-16
MassMutual Private Wealth & Trust, FSB	3,972	$49.8K	0.0%	Core	Low	Springfield, MA	2026-10-05
Vima LLC	3,610	$45.3K	0.0%	Core	Low	Troy, MI	2026-10-23
Valued Wealth Advisors LLC	3,088	$38.7K	0.0%	Index	Very Low	Holladay, UT	2026-11-05
Gen-Wealth Partners Inc	3,027	$38.0K	0.0%	Core	Low	Zeeland, MI	2026-11-04
First Command Advisory Services, Inc.	2,649	$33.2K	0.0%	Index	Low	Fort Worth, TX	2026-11-05
WPG Advisers, LLC	1,704	$21.4K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Triumph Capital Management	1,400	$17.6K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Pinnacle Wealth Planning Services, Inc.	1,314	$16.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Kingdom Financial Group Llc.	1,214	$15.2K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Quest 10 Wealth Builders, Inc.	1,077	$13.5K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Lloyd Advisory Services, Llc.	679	$8.5K	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
James T. Borello RIA	648	$8.1K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
GK Wealth Management LLC	648	$8.1K	0.0%	GARP	Very High	Reno, NV	2026-10-09
CoreCap Advisors, LLC	506	$6.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Jacobi Capital Management LLC	336	$4.2K	0.0%	Core	Low	Pittston, PA	2026-11-05
Asset Dedication, LLC	336	$4.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Salomon & Ludwin, LLC	299	$3.8K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Tounjian Advisory Partners, LLC	296	$3.7K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Moisand Fitzgerald Tamayo, LLC	253	$3.2K	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Hughes Financial Services, LLC	122	$1.5K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Quaker Wealth Management, LLC	88	$1.1K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Golden State Wealth Management, LLC	73	$915	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Assetmark, Inc	15	$188	0.0%	ETF	Low	Concord, CA	2026-10-21
Mosley Wealth Management	14	$176	0.0%	ETF	High	Anaheim, CA	2026-10-16