Brookfield Infrastructure (BIPC)

CUSIP: 11276H106 | NYSE | Utilities · Utilities - Regulated Gas | Mid Cap | 604 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 BlackRock, Inc.	9,571,238	7.8%	New 5%+ stake	Sep 30, 2026	8,764,635 sh (Jun 30, 2026)
13D/A Brookfield Corp with Bipc GP Holdings Inc., Bipc Holding LP, Brookfield Infrastructure Partners L.P., +1 more

Institutional Holders — Q3 2026

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Barclays PLC2,133,583

0.0% of portfolio$76.0M

TD Waterhouse Canada Inc.1,966,411

0.2% of portfolio$70.3M

Principal Financial Group Inc1,869,420

0.0% of portfolio$66.6M

Dimensional Fund Advisors LP1,222,699

0.0% of portfolio$43.5M

Private Management Group Inc992,331

1.0% of portfolio$35.3M

Copeland Capital Management, LLC756,208

0.6% of portfolio$26.9M

Oak Grove Capital LLC753,300

1.2% of portfolio$26.8M

Verity & Verity, LLC472,931

1.1% of portfolio$16.8M

CIBC Asset Management Inc420,671

0.0% of portfolio$15.0M

Bank of New York Mellon Corp361,983

0.0% of portfolio$12.9M

MacKenzie Financial Corp289,605

0.0% of portfolio$10.3M

TrueMark Investments, LLC271,540

1.1% of portfolio$9.7M

Evergreen Capital Management LLC219,822

0.1% of portfolio$7.8M

Fenimore Asset Management Inc158,867

0.1% of portfolio$5.7M

Davenport & Co LLC142,839

0.0% of portfolio$5.1M

Maryland State Retirement & Pension System120,298

0.1% of portfolio$4.3M

Castellan Group119,433

0.5% of portfolio$4.3M

Intact Investment Management Inc.114,900

0.1% of portfolio$4.1M

Hamilton Point Investment Advisors, LLC114,670

0.6% of portfolio$4.1M

LPL Financial LLC111,554

0.0% of portfolio$4.0M

Russell Investments Group, Ltd.87,801

0.0% of portfolio$3.1M

Redmond Asset Management, LLC82,588

0.9% of portfolio$2.9M

Ipswich Investment Management Co., Inc.65,386

0.5% of portfolio$2.3M

Viewpoint Investment Partners Corp58,882

0.6% of portfolio$1.9M

Strs Ohio57,800

0.0% of portfolio$2.1M

Weil Company, Inc.48,167

0.3% of portfolio$1.7M

Chicago Partners Investment Group LLC45,793

0.0% of portfolio$1.7M

Corrado Advisors, LLC41,611

0.7% of portfolio$1.5M

Kestra Advisory Services, LLC39,204

0.0% of portfolio$1.4M

D.A. Davidson & Co.36,610

0.0% of portfolio$1.3M

Baskin Financial Services Inc.36,588

0.2% of portfolio$1.3M

Sierra Summit Advisors LLC32,920

0.1% of portfolio$1.2M

Oppenheimer & Co Inc31,545

0.0% of portfolio$1.1M

Cambridge Investment Research Advisors, Inc.30,499

0.0% of portfolio$1.1M

Creative Planning28,882

0.0% of portfolio$1.0M

ProShare Advisors LLC26,988

0.0% of portfolio$961.0K

Clearstead Advisors, LLC26,379

0.0% of portfolio$939.4K

Pictet Asset Management Holding SA24,978

0.0% of portfolio$891.8K

C WorldWide Group Holding A/S24,469

0.1% of portfolio$871.0K

Pacifica Partners Inc.22,105

0.2% of portfolio$790.7K

Hedeker Wealth, LLC21,619

0.1% of portfolio$769.9K

PNC Financial Services Group, Inc.21,461

0.0% of portfolio$764.2K

Atria Investments, Inc21,118

0.0% of portfolio$752.0K

Citigroup Inc20,580

0.0% of portfolio$734.8K

Forest Hill Capital, LLC20,100

0.5% of portfolio$715.8K

Addenda Capital Inc.19,480

0.0% of portfolio$987.4K

Parcion Private Wealth LLC18,394

0.0% of portfolio$655.0K

TD Private Client Wealth LLC17,865

0.0% of portfolio$636.2K

Commonwealth Equity Services, LLC17,014

0.0% of portfolio$605.9K

Third View Private Wealth, LLC16,761

0.1% of portfolio$596.8K

Xponance LLC16,449

0.0% of portfolio$585.7K

Pinnacle Wealth Management Group, Inc.14,819

0.2% of portfolio$527.7K

Wealth Enhancement Advisory Services, LLC13,494

0.0% of portfolio$501.0K

Financial Perspectives, Inc12,682

0.1% of portfolio$451.6K

Bfsg, LLC11,422

0.0% of portfolio$406.7K

HUB Investment Partners, LLC10,771

0.0% of portfolio$383.6K

Pathway Financial Advisers, LLC10,523

0.1% of portfolio$374.7K

Walnut Private Equity Partners, LLC10,000

0.2% of portfolio$356.1K

Balboa Wealth Partners9,666

0.0% of portfolio$344.2K

Guardian Partners Inc.9,162

0.0% of portfolio$326.9K

Paragon Capital Management Ltd9,154

0.1% of portfolio$326.0K

Axxcess Wealth Management, LLC8,832

0.0% of portfolio$314.5K

Pension & Wealth Management Advisors, Inc.8,785

0.1% of portfolio$312.9K

BankPlus Wealth Management LLC8,636

0.1% of portfolio$307.5K

Tranquility Partners, LLC8,487

0.1% of portfolio$302.2K

WealthBridge Capital Management, LLC7,995

0.1% of portfolio$284.7K

Herold Advisors, Inc.7,775

0.1% of portfolio$276.9K

Vaughan & Co Securities, Inc.7,763

0.1% of portfolio$276.4K

Brighton Jones LLC7,440

0.0% of portfolio$265.0K

Swiss Life Asset Management Ltd7,335

0.0% of portfolio$261.8K

Marks Group Wealth Management, Inc7,315

0.0% of portfolio$260.5K

Truist Financial Corp7,278

0.0% of portfolio$259.2K

Moody Lynn Lieberson & Walker, LLC7,000

0.0% of portfolio$249.3K

Chapman Financial Group, LLC6,696

0.2% of portfolio$238.4K

Investment Partners Asset Management, Inc.6,643

0.1% of portfolio$236.6K

Nykredit A/S6,400

0.0% of portfolio$228.5K

Stokes Capital Advisors, LLC6,376

0.0% of portfolio$227.1K

Milestone Asset Management Group, LLC6,199

0.1% of portfolio$220.7K

Quad-Cities Investment Group, LLC6,023

0.1% of portfolio$214.5K

Toth Financial Advisory Corp6,002

0.0% of portfolio$213.7K

Concurrent Investment Advisors, LLC5,882

0.0% of portfolio$209.5K

Advocate Investing Services LLC5,788

0.2% of portfolio$206.1K

Regions Financial Corp5,666

0.0% of portfolio$201.8K

US Bancorp \de\3,888

0.0% of portfolio$138.5K

Allworth Financial LP3,511

0.0% of portfolio$135.2K

Signaturefd, LLC3,250

0.0% of portfolio$115.7K

Gamma Investing LLC3,232

0.0% of portfolio$115.1K

Farther Finance Advisors, LLC2,885

0.0% of portfolio$102.7K

Sterling Capital Management LLC2,471

0.0% of portfolio$88.0K

Nisa Investment Advisors, LLC1,818

0.0% of portfolio$64.7K

American National Bank & Trust1,674

0.0% of portfolio$59.6K

CoreCap Advisors, LLC1,480

0.0% of portfolio$52.7K

Gold Investment Management Ltd.1,281

0.0% of portfolio$45.6K

Rossby Financial, LCC1,169

0.0% of portfolio$41.6K

Pinnacle Wealth Planning Services, Inc.1,045

0.0% of portfolio$37.2K

Citizens National Bank Trust Department1,000

0.0% of portfolio$35.6K

Westside Investment Management, Inc.1,000

0.0% of portfolio$35.6K

Trust Co of Vermont935

0.0% of portfolio$33.3K

Washington Trust Advisors, Inc.901

0.0% of portfolio$32.1K

Parallel Advisors, LLC890

0.0% of portfolio$31.7K

Assetmark, Inc838

0.0% of portfolio$29.8K

First Premier Bank799

0.0% of portfolio$28

Fifth Third Bancorp790

0.0% of portfolio$28.1K

Valley National Advisers Inc750

0.0% of portfolio$26.7K

Versant Capital Management, Inc697

0.0% of portfolio$24.8K

First Command Advisory Services, Inc.566

0.0% of portfolio$20.2K

EverSource Wealth Advisors, LLC538

0.0% of portfolio$19.2K

Parkside Financial Bank & Trust497

0.0% of portfolio$17.7K

Zions Bancorporation, National Association398

0.0% of portfolio$14.2K

SBI Securities Co., Ltd.398

0.0% of portfolio$14.2K

Montag A & Associates Inc375

0.0% of portfolio$13.4K

Wilmington Savings Fund Society, FSB373

0.0% of portfolio$13.3K

Bayban300

0.0% of portfolio$11.6K

Acumen Wealth Advisors, LLC297

0.0% of portfolio$10.6K

Beacon Investment Advisory Services, Inc.290

0.0% of portfolio$10.3K

IFP Advisors, Inc275

0.0% of portfolio$9.8K

MassMutual Private Wealth & Trust, FSB266

0.0% of portfolio$9.5K

North Star Investment Management Corp.250

0.0% of portfolio$8.9K

Evermay Wealth Management LLC249

0.0% of portfolio$8.9K

UMB Bank, n.a.238

0.0% of portfolio$8.5K

Eastern Bank187

0.0% of portfolio$6.7K

Nfsg Corp171

0.0% of portfolio$6.1K

Spire Wealth Management151

0.0% of portfolio$5.4K

Laurel Wealth Advisors LLC150

0.0% of portfolio$5.3K

First Horizon Corp143

0.0% of portfolio$5.1K

Mather Group, Llc.127

0.0% of portfolio$4.5K

Bank & Trust Co124

0.0% of portfolio$4.4K

Simplex Trading, LLC122

0.0% of portfolio$4.3K

Bell Investment Advisors, Inc119

0.0% of portfolio$4.2K

Princeton Global Asset Management LLC108

0.0% of portfolio$3.8K

Essential Partners LLC99

0.0% of portfolio$3.5K

True Wealth Design, LLC86

0.0% of portfolio$3.1K

Lanark Financial, Inc.84

0.0% of portfolio$3.0K

Private Trust Co NA83

0.0% of portfolio$3.0K

Compass Financial Management LLC82

0.0% of portfolio$2.9K

Ascentis Independent Advisors62

0.0% of portfolio$2.2K

WPG Advisers, LLC62

0.0% of portfolio$2.2K

Indiana Trust & Investment Management Co61

0.0% of portfolio$2.2K

Elyxium Wealth, LLC58

0.0% of portfolio$2.1K

Gilpin Wealth Management, LLC50

0.0% of portfolio$1.8K

Blue Trust, Inc.48

0.0% of portfolio$1.7K

Birch Financial Group, LLC45

0.0% of portfolio$1.6K

Ares Financial Consulting, LLC44

0.0% of portfolio$1.6K

Birchwood Financial Partners, Inc.36

0.0% of portfolio$1.3K

Caitong International Asset Management Co., Ltd34

0.0% of portfolio$1.2K

Private Wealth Management Group, LLC29

0.0% of portfolio$1.0K

Breakwater Investment Management24

0.0% of portfolio$855

Cape Investment Advisory, Inc.24

0.0% of portfolio$855

Retirement Wealth Solutions LLC15

0.0% of portfolio$535

Louisbourg Investments Inc.12

0.0% of portfolio$429

Jacobi Capital Management LLC8

0.0% of portfolio$284

Meriwether Wealth & Planning, LLC8

0.0% of portfolio$285

SJS Investment Consulting Inc.8

0.0% of portfolio$285

Mascoma Wealth Management LLC7

0.0% of portfolio$249

MV Capital Management, Inc.5

0.0% of portfolio$179

GHP Investment Advisors, Inc.4

0.0% of portfolio$143

JFS Wealth Advisors, LLC4

0.0% of portfolio$143

Nova Financial LLC1

0.0% of portfolio$36

				Style	Turnover	Location	Filed
Barclays PLC	2,133,583	$76.0M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
TD Waterhouse Canada Inc.	1,966,411	$70.3M	0.2%	Core	Low	Toronto, Australia	2026-10-16
Principal Financial Group Inc	1,869,420	$66.6M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Dimensional Fund Advisors LP	1,222,699	$43.5M	0.0%	Index	Low	Austin, TX	2026-11-04
Private Management Group Inc	992,331	$35.3M	1.0%	Yield	Low	Irvine, CA	2026-11-04
Copeland Capital Management, LLC	756,208	$26.9M	0.6%	Value	Medium	Conshohocken, PA	2026-10-13
Oak Grove Capital LLC	753,300	$26.8M	1.2%	Agg Growth	Low	Holderness, NH	2026-10-09
Verity & Verity, LLC	472,931	$16.8M	1.1%	Yield	Low	Beaufort, SC	2026-10-23
CIBC Asset Management Inc	420,671	$15.0M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Bank of New York Mellon Corp	361,983	$12.9M	0.0%	Core	Low	New York, NY	2026-11-05
MacKenzie Financial Corp	289,605	$10.3M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
TrueMark Investments, LLC	271,540	$9.7M	1.1%	Yield	High	Chicago, IL	2026-11-05
Evergreen Capital Management LLC	219,822	$7.8M	0.1%	GARP	Medium	Bellevue, WA	2026-10-23
Fenimore Asset Management Inc	158,867	$5.7M	0.1%	Core	Low	Cobleskill, NY	2026-10-08
Davenport & Co LLC	142,839	$5.1M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Maryland State Retirement & Pension System	120,298	$4.3M	0.1%	Index	Very Low	Baltimore, MD	2026-11-05
Castellan Group	119,433	$4.3M	0.5%	ETF	Low	Louisville, KY	2026-10-19
Intact Investment Management Inc.	114,900	$4.1M	0.1%	Yield	High	Montreal, Austria	2026-11-03
Hamilton Point Investment Advisors, LLC	114,670	$4.1M	0.6%	Core	Low	Chapel Hill, NC	2026-11-03
LPL Financial LLC	111,554	$4.0M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Russell Investments Group, Ltd.	87,801	$3.1M	0.0%	Core	Low	Seattle, WA	2026-11-06
Redmond Asset Management, LLC	82,588	$2.9M	0.9%	Core	Low	Henrico, VA	2026-10-27
Ipswich Investment Management Co., Inc.	65,386	$2.3M	0.5%	Core	Low	Beverly, MA	2026-10-13
Viewpoint Investment Partners Corp	58,882	$1.9M	0.6%	Value	Medium	Calgary, Abu Dhabi	2026-10-26
Strs Ohio	57,800	$2.1M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Weil Company, Inc.	48,167	$1.7M	0.3%	ETF	Low	San Diego, CA	2026-10-14
Chicago Partners Investment Group LLC	45,793	$1.7M	0.0%	GARP	Low	Chicago, IL	2026-10-27
Corrado Advisors, LLC	41,611	$1.5M	0.7%	Core	Medium	Ramsey, NJ	2026-10-27
Kestra Advisory Services, LLC	39,204	$1.4M	0.0%	Core	Low	Austin, TX	2026-11-02
D.A. Davidson & Co.	36,610	$1.3M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Baskin Financial Services Inc.	36,588	$1.3M	0.2%	Core	Very Low	Toronto, Australia	2026-10-19
Sierra Summit Advisors LLC	32,920	$1.2M	0.1%	Agg Growth	High	Incline Village, NV	2026-10-28
Oppenheimer & Co Inc	31,545	$1.1M	0.0%	Core	Low	New York, NY	2026-10-26
Cambridge Investment Research Advisors, Inc.	30,499	$1.1M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Creative Planning	28,882	$1.0M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
ProShare Advisors LLC	26,988	$961.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Clearstead Advisors, LLC	26,379	$939.4K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Pictet Asset Management Holding SA	24,978	$891.8K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
C WorldWide Group Holding A/S	24,469	$871.0K	0.1%	Core	Low	Copenhagen, Greece	2026-11-04
Pacifica Partners Inc.	22,105	$790.7K	0.2%	Core	Low	Surrey, South Africa	2026-10-09
Hedeker Wealth, LLC	21,619	$769.9K	0.1%	Growth	Low	Lincolnshire, IL	2026-10-23
PNC Financial Services Group, Inc.	21,461	$764.2K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Atria Investments, Inc	21,118	$752.0K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Citigroup Inc	20,580	$734.8K	0.0%	Core	Medium	New York, NY	2026-11-04
Forest Hill Capital, LLC	20,100	$715.8K	0.5%	Growth	Low	Little Rock, AR	2026-11-05
Addenda Capital Inc.	19,480	$987.4K	0.0%	GARP	Low	Montreal, Austria	2026-10-13
Parcion Private Wealth LLC	18,394	$655.0K	0.0%	Core	Medium	Bellevue, WA	2026-10-28
TD Private Client Wealth LLC	17,865	$636.2K	0.0%	ETF	Low	New York, NY	2026-10-28
Commonwealth Equity Services, LLC	17,014	$605.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Third View Private Wealth, LLC	16,761	$596.8K	0.1%	Growth	Low	Westport, CT	2026-10-30
Xponance LLC	16,449	$585.7K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Pinnacle Wealth Management Group, Inc.	14,819	$527.7K	0.2%	ETF	Medium	Plymouth, MI	2026-10-15
Wealth Enhancement Advisory Services, LLC	13,494	$501.0K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Financial Perspectives, Inc	12,682	$451.6K	0.1%	Growth	Very Low	Minneapolis, MN	2026-11-03
Bfsg, LLC	11,422	$406.7K	0.0%	Core	Low	Irvine, CA	2026-10-30
HUB Investment Partners, LLC	10,771	$383.6K	0.0%	Growth	Low	Austin, TX	2026-11-03
Pathway Financial Advisers, LLC	10,523	$374.7K	0.1%	Core	Low	Auburn, IN	2026-10-27
Walnut Private Equity Partners, LLC	10,000	$356.1K	0.2%	Yield	Very Low	Omaha, NE	2026-10-14
Balboa Wealth Partners	9,666	$344.2K	0.0%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Guardian Partners Inc.	9,162	$326.9K	0.0%	Value	Medium	Toronto, South Africa	2026-10-21
Paragon Capital Management Ltd	9,154	$326.0K	0.1%	Core	Very Low	Denver, CO	2026-10-09
Axxcess Wealth Management, LLC	8,832	$314.5K	0.0%	Core	Low	Carlsbad, CA	2026-10-21
Pension & Wealth Management Advisors, Inc.	8,785	$312.9K	0.1%	ETF	Low	Waltham, MA	2026-10-16
BankPlus Wealth Management LLC	8,636	$307.5K	0.1%	ETF	Low	Jackson, MS	2026-10-13
Tranquility Partners, LLC	8,487	$302.2K	0.1%	Core	Low	Brentwood, TN	2026-10-20
WealthBridge Capital Management, LLC	7,995	$284.7K	0.1%	ETF	Low	Westerville, OH	2026-10-16
Herold Advisors, Inc.	7,775	$276.9K	0.1%	Core	Low	New York, NY	2026-10-19
Vaughan & Co Securities, Inc.	7,763	$276.4K	0.1%	ETF	Very Low	Ridgewood, NJ	2026-10-23
Brighton Jones LLC	7,440	$265.0K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Swiss Life Asset Management Ltd	7,335	$261.8K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Marks Group Wealth Management, Inc	7,315	$260.5K	0.0%	Core	Medium	Minnetonka, MN	2026-11-05
Truist Financial Corp	7,278	$259.2K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Moody Lynn Lieberson & Walker, LLC	7,000	$249.3K	0.0%	Momentum	Low	Boston, MA	2026-10-14
Chapman Financial Group, LLC	6,696	$238.4K	0.2%	Core	Very Low	Honolulu, HI	2026-10-26
Investment Partners Asset Management, Inc.	6,643	$236.6K	0.1%	Core	Low	Metuchen, NJ	2026-10-09
Nykredit A/S	6,400	$228.5K	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
Stokes Capital Advisors, LLC	6,376	$227.1K	0.0%	Core	Medium	Greenwood, SC	2026-10-09
Milestone Asset Management Group, LLC	6,199	$220.7K	0.1%	ETF	Very Low	Avon, CT	2026-10-20
Quad-Cities Investment Group, LLC	6,023	$214.5K	0.1%	Core	Low	Davenport, IA	2026-10-16
Toth Financial Advisory Corp	6,002	$213.7K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Concurrent Investment Advisors, LLC	5,882	$209.5K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Advocate Investing Services LLC	5,788	$206.1K	0.2%	ETF	Low	Woodbine, MD	2026-10-26
Regions Financial Corp	5,666	$201.8K	0.0%	Core	Low	Birmingham, AL	2026-11-05
US Bancorp \de\	3,888	$138.5K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Allworth Financial LP	3,511	$135.2K	0.0%	Index	Low	Folsom, CA	2026-11-06
Signaturefd, LLC	3,250	$115.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Gamma Investing LLC	3,232	$115.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Farther Finance Advisors, LLC	2,885	$102.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Sterling Capital Management LLC	2,471	$88.0K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	1,818	$64.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
American National Bank & Trust	1,674	$59.6K	0.0%	Core	Very Low	Wichita Falls, TX	2026-10-07
CoreCap Advisors, LLC	1,480	$52.7K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Gold Investment Management Ltd.	1,281	$45.6K	0.0%	GARP	Very Low	Edmonton, Abu Dhabi	2026-10-19
Rossby Financial, LCC	1,169	$41.6K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Pinnacle Wealth Planning Services, Inc.	1,045	$37.2K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Citizens National Bank Trust Department	1,000	$35.6K	0.0%	Core	Very Low	Meridian, MS	2026-11-04
Westside Investment Management, Inc.	1,000	$35.6K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Trust Co of Vermont	935	$33.3K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Washington Trust Advisors, Inc.	901	$32.1K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Parallel Advisors, LLC	890	$31.7K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Assetmark, Inc	838	$29.8K	0.0%	ETF	Low	Concord, CA	2026-10-21
First Premier Bank	799	$28	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Fifth Third Bancorp	790	$28.1K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Valley National Advisers Inc	750	$26.7K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Versant Capital Management, Inc	697	$24.8K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
First Command Advisory Services, Inc.	566	$20.2K	0.0%	Index	Low	Fort Worth, TX	2026-11-05
EverSource Wealth Advisors, LLC	538	$19.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Parkside Financial Bank & Trust	497	$17.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Zions Bancorporation, National Association	398	$14.2K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-06
SBI Securities Co., Ltd.	398	$14.2K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Montag A & Associates Inc	375	$13.4K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Wilmington Savings Fund Society, FSB	373	$13.3K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Bayban	300	$11.6K	0.0%	Value	Low	Bayport, MN	2026-11-05
Acumen Wealth Advisors, LLC	297	$10.6K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
Beacon Investment Advisory Services, Inc.	290	$10.3K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
IFP Advisors, Inc	275	$9.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
MassMutual Private Wealth & Trust, FSB	266	$9.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
North Star Investment Management Corp.	250	$8.9K	0.0%	Core	Low	Chicago, IL	2026-10-27
Evermay Wealth Management LLC	249	$8.9K	0.0%	ETF	Low	Arlington, VA	2026-11-05
UMB Bank, n.a.	238	$8.5K	0.0%	Core	Low	Kansas City, MO	2026-11-06
Eastern Bank	187	$6.7K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Nfsg Corp	171	$6.1K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Spire Wealth Management	151	$5.4K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Laurel Wealth Advisors LLC	150	$5.3K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
First Horizon Corp	143	$5.1K	0.0%	Core	Low	Memphis, TN	2026-10-26
Mather Group, Llc.	127	$4.5K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Bank & Trust Co	124	$4.4K	0.0%	Value	Very Low	Litchfield, IL	2026-10-07
Simplex Trading, LLC	122	$4.3K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Bell Investment Advisors, Inc	119	$4.2K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Princeton Global Asset Management LLC	108	$3.8K	0.0%	Growth	Low	Princeton, NJ	2026-10-21
Essential Partners LLC	99	$3.5K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
True Wealth Design, LLC	86	$3.1K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Lanark Financial, Inc.	84	$3.0K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Private Trust Co NA	83	$3.0K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Compass Financial Management LLC	82	$2.9K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Ascentis Independent Advisors	62	$2.2K	0.0%	ETF	Low	Dallas, TX	2026-11-03
WPG Advisers, LLC	62	$2.2K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Indiana Trust & Investment Management Co	61	$2.2K	0.0%	Growth	Low	Mishawaka, IN	2026-10-22
Elyxium Wealth, LLC	58	$2.1K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Gilpin Wealth Management, LLC	50	$1.8K	0.0%	Growth	Low	Denver, CO	2026-10-09
Blue Trust, Inc.	48	$1.7K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Birch Financial Group, LLC	45	$1.6K	0.0%	Core	Low	Keene, NH	2026-10-27
Ares Financial Consulting, LLC	44	$1.6K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Birchwood Financial Partners, Inc.	36	$1.3K	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Caitong International Asset Management Co., Ltd	34	$1.2K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Private Wealth Management Group, LLC	29	$1.0K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Breakwater Investment Management	24	$855	0.0%	ETF	Low	Seattle, WA	2026-10-20
Cape Investment Advisory, Inc.	24	$855	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Retirement Wealth Solutions LLC	15	$535	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Louisbourg Investments Inc.	12	$429	0.0%	GARP	Medium	Dieppe, Armenia	2026-10-20
Jacobi Capital Management LLC	8	$284	0.0%	Core	Low	Pittston, PA	2026-11-05
Meriwether Wealth & Planning, LLC	8	$285	0.0%	ETF	Medium	Minden, LA	2026-10-13
SJS Investment Consulting Inc.	8	$285	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Mascoma Wealth Management LLC	7	$249	0.0%	ETF	Very Low	Hanover, NH	2026-10-23
MV Capital Management, Inc.	5	$179	0.0%	ETF	Low	Bethesda, MD	2026-10-29
GHP Investment Advisors, Inc.	4	$143	0.0%	Core	Very Low	Denver, CO	2026-10-15
JFS Wealth Advisors, LLC	4	$143	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Nova Financial LLC	1	$36	0.0%	N/A	N/A	Tucson, AZ	2026-11-04