Brookfield Renewable Corp (BEPC)

CUSIP: 11285B108 | NYSE | Utilities · Utilities - Renewable | Mid Cap | 652 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/AClearBridge Investments Ltd with ClearBridge Investments (North America) Pty Ltd, Clearbridge Investments, LLC	10,630,742	7.0%	New 5%+ stake	Sep 30, 2026	No 13F filer matched
13D/A Brookfield Corp with Brookfield Investments Corporation, Brookfield Renewable Power Inc., Brookfield Renewable Partners Limited, +1 more

Institutional Holders — Q3 2026

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Parnassus Investments, LLC5,059,297

0.4% of portfolio$142.8M

Davenport & Co LLC2,141,298

0.3% of portfolio$60.4M

Principal Financial Group Inc1,609,634

0.0% of portfolio$45.4M

TD Waterhouse Canada Inc.1,417,743

0.1% of portfolio$40.1M

Dimensional Fund Advisors LP535,877

0.0% of portfolio$15.1M

AGF Management LTD488,461

0.1% of portfolio$14.0M

Oak Grove Capital LLC441,300

0.6% of portfolio$12.5M

MacKenzie Financial Corp379,172

0.0% of portfolio$10.7M

Washington Trust Advisors, Inc.354,711

0.7% of portfolio$10.0M

Rempart Asset Management Inc.286,535

2.2% of portfolio$10.6M

Oppenheimer Asset Management Inc.252,247

0.1% of portfolio$7.1M

Oppenheimer & Co Inc175,385

0.1% of portfolio$4.9M

NIA Impact Advisors, LLC160,567

2.0% of portfolio$4.5M

Steinberg Asset Management LLC131,234

2.4% of portfolio$3.7M

Green Alpha Advisors, LLC117,999

2.3% of portfolio$3.3M

Pictet Asset Management Holding SA111,413

0.0% of portfolio$3.2M

Oak Thistle LLC106,429

0.3% of portfolio$3.0M

Hussman Strategic Advisors, Inc.105,000

0.6% of portfolio$3.0M

Eagle Global Advisors LLC91,640

0.1% of portfolio$2.6M

Achmea Investment Management B.V.89,010

0.0% of portfolio$2.5M

Compass Financial Management LLC85,889

0.3% of portfolio$2.4M

Citigroup Inc75,972

0.0% of portfolio$2.1M

Edgemoor Investment Advisors, Inc.74,043

0.1% of portfolio$2.1M

CIBC Asset Management Inc64,674

0.0% of portfolio$1.8M

Creative Planning58,057

0.0% of portfolio$1.6M

Alps Advisors Inc55,114

0.0% of portfolio$1.6M

Arjuna Capital51,112

0.3% of portfolio$1.4M

Corrado Advisors, LLC50,037

0.7% of portfolio$1.4M

Investment Partners Asset Management, Inc.45,343

0.7% of portfolio$1.3M

Argonautica Private Wealth Management, Inc45,337

0.3% of portfolio$1.3M

Diversify Wealth Management, LLC42,466

0.0% of portfolio$1.2M

Diversify Advisory Services, LLC42,466

0.0% of portfolio$1.2M

XML Financial, LLC39,726

0.1% of portfolio$1.1M

Pacifica Partners Inc.39,420

0.3% of portfolio$1.1M

Mn Services Vermogensbeheer B.V.38,600

0.0% of portfolio$1.1M

DekaBank Deutsche Girozentrale36,624

0.0% of portfolio$1.0M

Paragon Capital Management Ltd35,437

0.2% of portfolio$1.0M

Swiss Life Asset Management Ltd33,793

0.0% of portfolio$955.4K

HB Wealth Management, LLC32,238

0.0% of portfolio$909.8K

Intact Investment Management Inc.31,000

0.0% of portfolio$875.1K

Kestra Advisory Services, LLC30,814

0.0% of portfolio$869.6K

Investment Research Partners LLC28,950

0.3% of portfolio$817.0K

Montag A & Associates Inc27,903

0.0% of portfolio$787.4K

Wealth Enhancement Advisory Services, LLC26,255

0.0% of portfolio$771.4K

Strs Ohio25,338

0.0% of portfolio$716.8K

Farther Finance Advisors, LLC23,445

0.0% of portfolio$661.6K

Hanson & Doremus Investment Management23,013

0.4% of portfolio$649.0K

New York Life Investment Management LLC22,513

0.0% of portfolio$635.3K

Guardian Partners Inc.20,043

0.1% of portfolio$566.8K

TD Private Client Wealth LLC19,574

0.0% of portfolio$552.4K

Cambridge Investment Research Advisors, Inc.19,566

0.0% of portfolio$552.0K

Assenagon Asset Management S.A.18,878

0.0% of portfolio$534.1K

Plan A Wealth LLC18,757

0.2% of portfolio$529.3K

Ashton Thomas Private Wealth, LLC18,350

0.0% of portfolio$517.9K

Atria Investments, Inc18,086

0.0% of portfolio$510.4K

Everett Harris & Co16,000

0.0% of portfolio$451.5K

Douglas Lane & Associates, LLC13,815

0.0% of portfolio$389.9K

Choreo, LLC13,120

0.0% of portfolio$369.0K

Xponance LLC12,789

0.0% of portfolio$360.9K

Pinnacle Wealth Management Group, Inc.12,659

0.2% of portfolio$357.2K

Griffin Asset Management, Inc.12,449

0.0% of portfolio$351.3K

Pinnacle Associates LTD11,230

0.0% of portfolio$316.9K

Ethic Inc.10,646

0.0% of portfolio$300.4K

Candriam S.C.A.10,310

0.0% of portfolio$292.8K

Truist Financial Corp10,222

0.0% of portfolio$288.5K

Gulf International Bank (UK) Ltd10,166

0.0% of portfolio$286.0K

InTrack Investment Management Inc10,110

0.1% of portfolio$285.3K

Pinnacle Wealth Management Advisory Group, LLC9,250

0.0% of portfolio$261.0K

Imc-Chicago, LLC9,027

0.0% of portfolio$254.7K

PensionDanmark Pensionsforsikringsaktieselskab8,996

0.0% of portfolio$254.5K

Quadrant Capital Group LLC8,554

0.0% of portfolio$247.5K

Commonwealth Equity Services, LLC8,227

0.0% of portfolio$232.2K

MeadowBrook Investment Advisors LLC7,879

0.2% of portfolio$231.3K

Moody Lynn Lieberson & Walker, LLC7,550

0.0% of portfolio$213.1K

Cardinal Point Capital Management ULC7,518

0.0% of portfolio$212.9K

South Shore Capital Advisors7,209

0.1% of portfolio$203.5K

Spirit of America Management Corp5,900

0.0% of portfolio$166.5K

SBI Securities Co., Ltd.5,844

0.0% of portfolio$164.9K

Tsfg, LLC5,297

0.1% of portfolio$149.0K

ASR Vermogensbeheer N.V.5,275

0.0% of portfolio$149.3K

Axxion S.A.5,000

0.0% of portfolio$141.1K

IFP Advisors, Inc4,938

0.0% of portfolio$139.4K

Signaturefd, LLC4,441

0.0% of portfolio$125.3K

Sterling Capital Management LLC3,982

0.0% of portfolio$112.4K

Financial Perspectives, Inc3,612

0.0% of portfolio$101.9K

Gamma Investing LLC3,194

0.0% of portfolio$90.1K

Private Trust Co NA3,067

0.0% of portfolio$86.6K

Nisa Investment Advisors, LLC2,825

0.0% of portfolio$79.7K

Essential Partners LLC2,738

0.0% of portfolio$77.3K

CX Institutional2,622

0.0% of portfolio$74

V-Square Quantitative Management LLC2,237

0.0% of portfolio$63.1K

Parallel Advisors, LLC2,220

0.0% of portfolio$62.6K

EverSource Wealth Advisors, LLC2,082

0.0% of portfolio$58.8K

First Bancorp, Inc2,000

0.0% of portfolio$56.4K

Manchester Capital Management LLC1,806

0.0% of portfolio$51.0K

Indiana Trust & Investment Management Co1,711

0.0% of portfolio$48.3K

Versant Capital Management, Inc1,517

0.0% of portfolio$42.8K

Chilton Capital Management LLC1,473

0.0% of portfolio$41.6K

Clean Yield Group1,384

0.0% of portfolio$39.1K

Mitsubishi UFJ Asset Management Co., Ltd.1,268

0.0% of portfolio$35.8K

Morguard Lincluden Global Investments Ltd1,257

0.0% of portfolio$50

Wealth Analytics Partners, LLC1,125

0.0% of portfolio$31.7K

Assetmark, Inc1,042

0.0% of portfolio$29.4K

New England Capital Financial Advisors LLC1,000

0.0% of portfolio$28.2K

Beacon Investment Advisory Services, Inc.993

0.0% of portfolio$28.0K

Princeton Global Asset Management LLC900

0.0% of portfolio$25.4K

Caitong International Asset Management Co., Ltd878

0.0% of portfolio$24.8K

Root Financial Partners, LLC787

0.0% of portfolio$22.2K

True Wealth Design, LLC713

0.0% of portfolio$20.1K

Torren Management, LLC673

0.0% of portfolio$19.0K

Mather Group, Llc.585

0.0% of portfolio$16.5K

Fideuram Asset Management (Ireland) dac582

0.0% of portfolio$25.1K

MassMutual Private Wealth & Trust, FSB559

0.0% of portfolio$15.8K

Simplex Trading, LLC542

0.0% of portfolio$15.3K

Virginia Estate & Retirement Planning Advisors Inc.525

0.0% of portfolio$14.8K

Parkside Financial Bank & Trust519

0.0% of portfolio$14.6K

Nova Financial LLC487

0.0% of portfolio$13.7K

Pinnacle Wealth Planning Services, Inc.476

0.0% of portfolio$13.4K

Main Street Group, LTD429

0.0% of portfolio$12.1K

First Community Trust NA400

0.0% of portfolio$11.3K

Asset Dedication, LLC329

0.0% of portfolio$9.3K

NorthAvenue LLC329

0.0% of portfolio$9.3K

Community Financial Services Group, LLC302

0.0% of portfolio$8.6K

Independence Bank of Kentucky187

0.0% of portfolio$5.3K

SJS Investment Consulting Inc.180

0.0% of portfolio$5.1K

Gilpin Wealth Management, LLC130

0.0% of portfolio$3.7K

Bell Investment Advisors, Inc121

0.0% of portfolio$3.4K

Hartford Financial Management Inc.121

0.0% of portfolio$3.4K

Ares Financial Consulting, LLC111

0.0% of portfolio$3.1K

Cedar Mountain Advisors, LLC104

0.0% of portfolio$2.9K

Thurston, Springer, Miller, Herd & Titak, Inc.103

0.0% of portfolio$2.9K

UMB Private Wealth Management, LLC101

0.0% of portfolio$2.9K

CoreCap Advisors, LLC100

0.0% of portfolio$2.8K

Lanark Financial, Inc.100

0.0% of portfolio$2.8K

MV Capital Management, Inc.94

0.0% of portfolio$2.7K

Financial Consulate, Inc90

0.0% of portfolio$2.5K

JFS Wealth Advisors, LLC83

0.0% of portfolio$2.3K

Brown, Lisle Ings, Inc.78

0.0% of portfolio$2.2K

Bangor Savings Bank75

0.0% of portfolio$2.1K

GK Wealth Management LLC70

0.0% of portfolio$2.0K

Blue Trust, Inc.54

0.0% of portfolio$1.5K

Leonteq Securities AG51

0.0% of portfolio$1.4K

Financial Management Professionals, Inc.50

0.0% of portfolio$1.4K

West Paces Advisors Inc.42

0.0% of portfolio$1.2K

Silver Grove Financial Group, Inc.29

0.0% of portfolio$818

Fortitude Family Office, LLC27

0.0% of portfolio$762

Cromwell Holdings LLC23

0.0% of portfolio$649

Center for Financial Planning, Inc.22

0.0% of portfolio$620

Birch Financial Group, LLC21

0.0% of portfolio$593

Private Wealth Management Group, LLC19

0.0% of portfolio$537

Meriwether Wealth & Planning, LLC18

0.0% of portfolio$508

Capital Advisors, Ltd. LLC16

0.0% of portfolio$0

Provenance Wealth Advisors, LLC14

0.0% of portfolio$395

WPG Advisers, LLC13

0.0% of portfolio$367

Birchwood Financial Partners, Inc.13

0.0% of portfolio$367

DiNuzzo Private Wealth, Inc.6

0.0% of portfolio$170

				Style	Turnover	Location	Filed
Parnassus Investments, LLC	5,059,297	$142.8M	0.4%	Growth	Medium	San Francisco, CA	2026-10-22
Davenport & Co LLC	2,141,298	$60.4M	0.3%	Core	Medium	Richmond, VA	2026-10-14
Principal Financial Group Inc	1,609,634	$45.4M	0.0%	Core	Low	Des Moines, IA	2026-11-02
TD Waterhouse Canada Inc.	1,417,743	$40.1M	0.1%	Core	Low	Toronto, Australia	2026-10-16
Dimensional Fund Advisors LP	535,877	$15.1M	0.0%	Index	Low	Austin, TX	2026-11-04
AGF Management LTD	488,461	$14.0M	0.1%	Growth	High	Toronto, Australia	2026-11-03
Oak Grove Capital LLC	441,300	$12.5M	0.6%	Agg Growth	Low	Holderness, NH	2026-10-09
MacKenzie Financial Corp	379,172	$10.7M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Washington Trust Advisors, Inc.	354,711	$10.0M	0.7%	Growth	Low	Wellesley, MA	2026-10-22
Rempart Asset Management Inc.	286,535	$10.6M	2.2%	Value	Very Low	Montreal, South Africa	2026-10-20
Oppenheimer Asset Management Inc.	252,247	$7.1M	0.1%	Core	Medium	New York, NY	2026-10-27
Oppenheimer & Co Inc	175,385	$4.9M	0.1%	Core	Low	New York, NY	2026-10-26
NIA Impact Advisors, LLC	160,567	$4.5M	2.0%	Core	Medium	Oakland, CA	2026-11-04
Steinberg Asset Management LLC	131,234	$3.7M	2.4%	Core	Low	New York, NY	2026-10-29
Green Alpha Advisors, LLC	117,999	$3.3M	2.3%	Growth	Low	Niwot, CO	2026-10-08
Pictet Asset Management Holding SA	111,413	$3.2M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Oak Thistle LLC	106,429	$3.0M	0.3%	Value	Very High	New York, NY	2026-10-21
Hussman Strategic Advisors, Inc.	105,000	$3.0M	0.6%	Yield	Very High	Ellicott City, MD	2026-11-02
Eagle Global Advisors LLC	91,640	$2.6M	0.1%	Core	Low	Houston, TX	2026-11-02
Achmea Investment Management B.V.	89,010	$2.5M	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Compass Financial Management LLC	85,889	$2.4M	0.3%	Core	N/A	Tampa, FL	2026-10-30
Citigroup Inc	75,972	$2.1M	0.0%	Core	Medium	New York, NY	2026-11-04
Edgemoor Investment Advisors, Inc.	74,043	$2.1M	0.1%	Core	Very Low	Bethesda, MD	2026-11-03
CIBC Asset Management Inc	64,674	$1.8M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Creative Planning	58,057	$1.6M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Alps Advisors Inc	55,114	$1.6M	0.0%	Yield	Low	Denver, CO	2026-11-03
Arjuna Capital	51,112	$1.4M	0.3%	Momentum	Medium	Manchester, MA	2026-11-03
Corrado Advisors, LLC	50,037	$1.4M	0.7%	Core	Medium	Ramsey, NJ	2026-10-27
Investment Partners Asset Management, Inc.	45,343	$1.3M	0.7%	Core	Low	Metuchen, NJ	2026-10-09
Argonautica Private Wealth Management, Inc	45,337	$1.3M	0.3%	Growth	Low	Wellesley, MA	2026-11-02
Diversify Wealth Management, LLC	42,466	$1.2M	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	42,466	$1.2M	0.0%	Growth	Low	Sandy, UT	2026-10-20
XML Financial, LLC	39,726	$1.1M	0.1%	ETF	Low	Bethesda, MD	2026-10-29
Pacifica Partners Inc.	39,420	$1.1M	0.3%	Core	Low	Surrey, South Africa	2026-10-09
Mn Services Vermogensbeheer B.V.	38,600	$1.1M	0.0%	Core	Very Low	The Hague, Philippines	2026-10-08
DekaBank Deutsche Girozentrale	36,624	$1.0M	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Paragon Capital Management Ltd	35,437	$1.0M	0.2%	Core	Very Low	Denver, CO	2026-10-09
Swiss Life Asset Management Ltd	33,793	$955.4K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
HB Wealth Management, LLC	32,238	$909.8K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Intact Investment Management Inc.	31,000	$875.1K	0.0%	Yield	High	Montreal, Austria	2026-11-03
Kestra Advisory Services, LLC	30,814	$869.6K	0.0%	Core	Low	Austin, TX	2026-11-02
Investment Research Partners LLC	28,950	$817.0K	0.3%	Core	Low	Lemont, PA	2026-10-19
Montag A & Associates Inc	27,903	$787.4K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Wealth Enhancement Advisory Services, LLC	26,255	$771.4K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Strs Ohio	25,338	$716.8K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Farther Finance Advisors, LLC	23,445	$661.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Hanson & Doremus Investment Management	23,013	$649.0K	0.4%	Core	Very Low	Burlington, VT	2026-10-16
New York Life Investment Management LLC	22,513	$635.3K	0.0%	Growth	Low	New York, NY	2026-11-04
Guardian Partners Inc.	20,043	$566.8K	0.1%	Value	Medium	Toronto, South Africa	2026-10-21
TD Private Client Wealth LLC	19,574	$552.4K	0.0%	ETF	Low	New York, NY	2026-10-28
Cambridge Investment Research Advisors, Inc.	19,566	$552.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Assenagon Asset Management S.A.	18,878	$534.1K	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Plan A Wealth LLC	18,757	$529.3K	0.2%	Core	Low	Lincoln, NE	2026-10-08
Ashton Thomas Private Wealth, LLC	18,350	$517.9K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Atria Investments, Inc	18,086	$510.4K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Everett Harris & Co	16,000	$451.5K	0.0%	Core	Very Low	Los Angeles, CA	2026-10-28
Douglas Lane & Associates, LLC	13,815	$389.9K	0.0%	Value	Low	New York, NY	2026-10-09
Choreo, LLC	13,120	$369.0K	0.0%	Index	Low	Rockford, IL	2026-10-28
Xponance LLC	12,789	$360.9K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Pinnacle Wealth Management Group, Inc.	12,659	$357.2K	0.2%	ETF	Medium	Plymouth, MI	2026-10-15
Griffin Asset Management, Inc.	12,449	$351.3K	0.0%	Core	Low	New York, NY	2026-10-22
Pinnacle Associates LTD	11,230	$316.9K	0.0%	Core	Low	New York, NY	2026-10-20
Ethic Inc.	10,646	$300.4K	0.0%	Core	Low	New York, NY	2026-11-03
Candriam S.C.A.	10,310	$292.8K	0.0%	Growth	Medium	Strassen, Netherlands	2026-11-03
Truist Financial Corp	10,222	$288.5K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Gulf International Bank (UK) Ltd	10,166	$286.0K	0.0%	Core	Very Low	London, United Kingdom	2026-10-20
InTrack Investment Management Inc	10,110	$285.3K	0.1%	Growth	Medium	South Burlington, VT	2026-10-15
Pinnacle Wealth Management Advisory Group, LLC	9,250	$261.0K	0.0%	Growth	Low	Red Bank, NJ	2026-10-23
Imc-Chicago, LLC	9,027	$254.7K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab	8,996	$254.5K	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Quadrant Capital Group LLC	8,554	$247.5K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Commonwealth Equity Services, LLC	8,227	$232.2K	0.0%	ETF	Low	Waltham, MA	2026-11-02
MeadowBrook Investment Advisors LLC	7,879	$231.3K	0.2%	Core	Low	Livonia, MI	2026-10-29
Moody Lynn Lieberson & Walker, LLC	7,550	$213.1K	0.0%	Momentum	Low	Boston, MA	2026-10-14
Cardinal Point Capital Management ULC	7,518	$212.9K	0.0%	Value	Low	Toronto, Australia	2026-10-21
South Shore Capital Advisors	7,209	$203.5K	0.1%	Core	Medium	Cohasset, MA	2026-10-20
Spirit of America Management Corp	5,900	$166.5K	0.0%	GARP	Low	Syosset, NY	2026-10-14
SBI Securities Co., Ltd.	5,844	$164.9K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Tsfg, LLC	5,297	$149.0K	0.1%	ETF	Low	Lake Forest, IL	2026-10-23
ASR Vermogensbeheer N.V.	5,275	$149.3K	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Axxion S.A.	5,000	$141.1K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
IFP Advisors, Inc	4,938	$139.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Signaturefd, LLC	4,441	$125.3K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Sterling Capital Management LLC	3,982	$112.4K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Financial Perspectives, Inc	3,612	$101.9K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Gamma Investing LLC	3,194	$90.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Private Trust Co NA	3,067	$86.6K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Nisa Investment Advisors, LLC	2,825	$79.7K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Essential Partners LLC	2,738	$77.3K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
CX Institutional	2,622	$74	0.0%	Core	Medium	Auburn, IN	2026-10-02
V-Square Quantitative Management LLC	2,237	$63.1K	0.0%	Core	Low	Chicago, IL	2026-10-15
Parallel Advisors, LLC	2,220	$62.6K	0.0%	Index	Low	San Francisco, CA	2026-11-03
EverSource Wealth Advisors, LLC	2,082	$58.8K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
First Bancorp, Inc	2,000	$56.4K	0.0%	Value	Very Low	Damariscotta, ME	2026-10-26
Manchester Capital Management LLC	1,806	$51.0K	0.0%	Core	Low	Manchester, VT	2026-10-22
Indiana Trust & Investment Management Co	1,711	$48.3K	0.0%	Growth	Low	Mishawaka, IN	2026-10-22
Versant Capital Management, Inc	1,517	$42.8K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Chilton Capital Management LLC	1,473	$41.6K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Clean Yield Group	1,384	$39.1K	0.0%	Core	Low	Norwich, VT	2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.	1,268	$35.8K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Morguard Lincluden Global Investments Ltd	1,257	$50	0.0%	Deep Value	Low	Mississauga, Australia	2026-10-28
Wealth Analytics Partners, LLC	1,125	$31.7K	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
Assetmark, Inc	1,042	$29.4K	0.0%	ETF	Low	Concord, CA	2026-10-21
New England Capital Financial Advisors LLC	1,000	$28.2K	0.0%	ETF	Low	Meriden, CT	2026-11-03
Beacon Investment Advisory Services, Inc.	993	$28.0K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Princeton Global Asset Management LLC	900	$25.4K	0.0%	Growth	Low	Princeton, NJ	2026-10-21
Caitong International Asset Management Co., Ltd	878	$24.8K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Root Financial Partners, LLC	787	$22.2K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
True Wealth Design, LLC	713	$20.1K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Torren Management, LLC	673	$19.0K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Mather Group, Llc.	585	$16.5K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Fideuram Asset Management (Ireland) dac	582	$25.1K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
MassMutual Private Wealth & Trust, FSB	559	$15.8K	0.0%	Core	Low	Springfield, MA	2026-10-05
Simplex Trading, LLC	542	$15.3K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.	525	$14.8K	0.0%	ETF	Low	Glen Allen, VA	2026-10-14
Parkside Financial Bank & Trust	519	$14.6K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Nova Financial LLC	487	$13.7K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Pinnacle Wealth Planning Services, Inc.	476	$13.4K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Main Street Group, LTD	429	$12.1K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
First Community Trust NA	400	$11.3K	0.0%	Growth	Low	Dubuque, IA	2026-10-07
Asset Dedication, LLC	329	$9.3K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
NorthAvenue LLC	329	$9.3K	0.0%	ETF	Very Low	Columbus, OH	2026-10-29
Community Financial Services Group, LLC	302	$8.6K	0.0%	Growth	Low	Newport, VT	2026-10-15
Independence Bank of Kentucky	187	$5.3K	0.0%	Growth	Low	Owensboro, KY	2026-10-26
SJS Investment Consulting Inc.	180	$5.1K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Gilpin Wealth Management, LLC	130	$3.7K	0.0%	Growth	Low	Denver, CO	2026-10-09
Bell Investment Advisors, Inc	121	$3.4K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Hartford Financial Management Inc.	121	$3.4K	0.0%	Core	Low	West Hartford, CT	2026-10-21
Ares Financial Consulting, LLC	111	$3.1K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Cedar Mountain Advisors, LLC	104	$2.9K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.	103	$2.9K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-14
UMB Private Wealth Management, LLC	101	$2.9K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
CoreCap Advisors, LLC	100	$2.8K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Lanark Financial, Inc.	100	$2.8K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
MV Capital Management, Inc.	94	$2.7K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Financial Consulate, Inc	90	$2.5K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
JFS Wealth Advisors, LLC	83	$2.3K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Brown, Lisle Ings, Inc.	78	$2.2K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Bangor Savings Bank	75	$2.1K	0.0%	ETF	Low	Bangor, ME	2026-10-06
GK Wealth Management LLC	70	$2.0K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Blue Trust, Inc.	54	$1.5K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Leonteq Securities AG	51	$1.4K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Financial Management Professionals, Inc.	50	$1.4K	0.0%	ETF	Medium	Austin, TX	2026-10-23
West Paces Advisors Inc.	42	$1.2K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Silver Grove Financial Group, Inc.	29	$818	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Fortitude Family Office, LLC	27	$762	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Cromwell Holdings LLC	23	$649	0.0%	Index	Low	Jackson, WY	2026-10-28
Center for Financial Planning, Inc.	22	$620	0.0%	ETF	Low	Southfied, MI	2026-10-26
Birch Financial Group, LLC	21	$593	0.0%	Core	Low	Keene, NH	2026-10-27
Private Wealth Management Group, LLC	19	$537	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Meriwether Wealth & Planning, LLC	18	$508	0.0%	ETF	Medium	Minden, LA	2026-10-13
Capital Advisors, Ltd. LLC	16	$0	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Provenance Wealth Advisors, LLC	14	$395	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
WPG Advisers, LLC	13	$367	0.0%	Core	Low	Baltimore, MD	2026-10-27
Birchwood Financial Partners, Inc.	13	$367	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
DiNuzzo Private Wealth, Inc.	6	$170	0.0%	ETF	Low	Beaver, PA	2026-10-16