Cerebras Systems Inc (CBRS)

CUSIP: 15675D103 | NYSE | 517 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
13GFoundation Capital Management Co. VIII, L.L.C. with Foundation Capital VIII, L.P., Foundation Capital Management Co. LF II, L.L.C., Foundation Capital Leadership Fund II, L.P., +1 more	14,210,932	12.2%	New 5%+ stake	Jun 30, 2026	No 13F filer matched
13G

Institutional Holders — Q3 2026

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Legal Advantage Investments, Inc.1,149,682

43.6% of portfolio$204.2M

Sumitomo Mitsui Trust Group, Inc.490,139

0.0% of portfolio$87.1M

GC Wealth Management RIA, LLC311,595

2.7% of portfolio$55.4M

Citigroup Inc176,405

0.0% of portfolio$31.3M

Johnson & Johnson128,649

3.0% of portfolio$22.9M

Hamilton Lane Advisors LLC126,119

12.5% of portfolio$22.4M

Temasek Holdings (Private) Ltd121,198

0.1% of portfolio$21.5M

Privium Fund Management B.V.111,000

3.8% of portfolio$19.7M

Vestor Capital, LLC76,715

0.2% of portfolio$2.9K

Frank, Rimerman Advisors LLC56,271

0.6% of portfolio$10.0M

Cache Advisors, LLC54,722

0.6% of portfolio$9.7M

Robeco Schweiz AG43,920

0.1% of portfolio$7.8M

Lavelle Capital LP42,432

3.9% of portfolio$7.5M

Exchange Traded Concepts, LLC39,458

0.0% of portfolio$7.0M

Yarbrough Capital, LLC36,061

0.2% of portfolio$6.4M

Parallel Advisors, LLC21,733

0.1% of portfolio$3.9M

Wealth Enhancement Advisory Services, LLC21,430

0.0% of portfolio$3.6M

Cambridge Investment Research Advisors, Inc.20,611

0.0% of portfolio$3.7M

Vontobel Holding Ltd.19,634

0.0% of portfolio$3.5M

Valen Private Capital, LLC18,988

1.0% of portfolio$3.4M

Royal Fund Management, LLC16,469

0.2% of portfolio$2.9M

Inspire Investing, LLC15,420

0.1% of portfolio$2.7M

Leonteq Securities AG15,072

0.1% of portfolio$2.7M

ICG Advisors, LLC15,000

2.0% of portfolio$2.7M

J.Safra Asset Management Corp14,667

0.1% of portfolio$2.6M

Brighton Jones LLC13,609

0.0% of portfolio$2.4M

SBI Securities Co., Ltd.13,371

0.1% of portfolio$2.4M

Sterling Investment Advisors, Ltd.11,965

0.4% of portfolio$2.1M

Renaissance Capital LLC11,382

1.4% of portfolio$2.0M

Rakuten Securities, Inc.11,230

0.6% of portfolio$2.0M

Bokf, NA11,101

0.0% of portfolio$2.0M

Mirae Asset Global Investments Co., Ltd.10,547

0.0% of portfolio$1.9M

Revolve Wealth Partners, LLC10,439

0.2% of portfolio$1.9M

CenterBook Partners LP9,638

0.1% of portfolio$1.7M

Concurrent Investment Advisors, LLC9,575

0.0% of portfolio$1.7M

Nfsg Corp8,821

0.2% of portfolio$1.6M

Wilmington Savings Fund Society, FSB8,682

0.0% of portfolio$1.5M

Centurion Wealth Management LLC8,326

0.4% of portfolio$1.5M

Cohen Capital Management, Inc.8,128

0.2% of portfolio$1.4M

International Assets Investment Management, LLC7,392

0.1% of portfolio$1.3M

Commonwealth Equity Services, LLC6,992

0.0% of portfolio$1.2M

CWA Asset Management Group, LLC6,694

0.0% of portfolio$1.2M

Wealth Effects LLC6,692

0.3% of portfolio$1.2M

Prospera Financial Services Inc6,365

0.0% of portfolio$694.9K

Truist Financial Corp6,325

0.0% of portfolio$1.1M

Rye Brook Capital LLC6,289

5.9% of portfolio$1.1M

J. Safra Sarasin Holding AG6,186

0.0% of portfolio$1.1M

MacKenzie Financial Corp6,180

0.0% of portfolio$1.1M

Xcel Wealth Management, LLC6,028

0.3% of portfolio$1.1M

GF Fund Management Co. Ltd.6,000

0.0% of portfolio$1.1M

Kestra Private Wealth Services, LLC5,860

0.0% of portfolio$1.0M

Tower View Wealth Management LLC5,681

0.4% of portfolio$1.0M

Kestra Advisory Services, LLC5,600

0.0% of portfolio$994.8K

Cornerstone Partners Capital Management, LLC5,496

2.2% of portfolio$976.4K

Sanders Morris Harris LLC5,241

0.1% of portfolio$931.1K

Meitav Investment House LTD5,206

0.0% of portfolio$924.8K

Mitsubishi UFJ Asset Management Co., Ltd.5,100

0.0% of portfolio$906.0K

Pictet North America Advisors SA5,050

0.1% of portfolio$897.1K

D.A. Davidson & Co.5,044

0.0% of portfolio$896.1K

Baring Financial LLC5,026

0.5% of portfolio$893.0K

Parametrica Management Ltd5,000

0.6% of portfolio$888.3K

Balboa Wealth Partners4,944

0.1% of portfolio$878.3K

Silverleafe Capital Partners, LLC4,700

0.2% of portfolio$835.0K

REX Advisers, LLC4,600

4.3% of portfolio$896.8K

Fortitude Advisory Group L.L.C.4,163

0.3% of portfolio$739.6K

Snider Financial Group4,000

0.2% of portfolio$710.6K

ProShare Advisors LLC3,703

0.0% of portfolio$657.8K

Beaumont Financial Advisors, LLC3,543

0.0% of portfolio$629.4K

IFP Advisors, Inc3,464

0.0% of portfolio$615.4K

Focus Financial Network, Inc.3,367

0.0% of portfolio$598.1K

Wealth Alliance Advisory Group, LLC3,257

0.1% of portfolio$578.6K

T3 Companies, LLC3,199

0.5% of portfolio$568.3K

Trifecta Capital Advisors, LLC3,150

0.1% of portfolio$559.6K

Independent Financial Group, LLC3,118

0.0% of portfolio$553.9K

Walser Wealth Management Company, A Ltd Liability Co2,785

0.2% of portfolio$494.8K

Choreo, LLC2,770

0.0% of portfolio$492.1K

Lake Street Private Wealth, LLC2,664

0.1% of portfolio$473.3K

Element Pointe Advisors, LLC2,542

0.1% of portfolio$451.6K

Tcfg Investment Advisors, LLC2,470

0.1% of portfolio$438.8K

Smith Chas P & Associates PA Cpas2,300

0.0% of portfolio$292.6K

Creative Planning2,237

0.0% of portfolio$397.5K

Aljian Capital Management, LLC2,205

0.1% of portfolio$391.7K

Wedbush Securities Inc2,198

0.0% of portfolio$390.0K

AlphaCore Capital LLC2,189

0.0% of portfolio$388.9K

Chicago Partners Investment Group LLC2,166

0.0% of portfolio$240.1K

Birinyi Associates Inc2,082

0.1% of portfolio$370.0K

Prime Capital Investment Advisors, LLC2,071

0.0% of portfolio$367.9K

Wealthcare Advisory Partners LLC2,065

0.0% of portfolio$366.8K

Harbor Capital Advisors, Inc.2,034

0.1% of portfolio$361.0K

Essex Investment Management Co LLC1,999

0.1% of portfolio$355.1K

Farther Finance Advisors, LLC1,953

0.0% of portfolio$347.0K

Axxcess Wealth Management, LLC1,914

0.0% of portfolio$340.0K

Fulton Bank, N.A.1,907

0.0% of portfolio$338.8K

Gemmer Asset Management LLC1,898

0.0% of portfolio$337.2K

MBL Wealth, LLC1,871

0.0% of portfolio$332.4K

Almanack Investment Partners, Llc.1,817

0.0% of portfolio$322.8K

MN Wealth Advisors, LLC1,813

0.1% of portfolio$322.1K

Fideuram - Intesa Sanpaolo Private Banking S.P.A.1,738

0.0% of portfolio$308.8K

Daiwa Securities Group Inc.1,714

0.0% of portfolio$304.5K

Cane Capital Partners, LLC1,714

0.1% of portfolio$304.5K

Profund Advisors LLC1,703

0.0% of portfolio$302.5K

B. Riley Wealth Advisors, Inc.1,588

0.0% of portfolio$282.1K

Private Trust Co NA1,549

0.0% of portfolio$275.2K

Woodward Diversified Capital, LLC1,510

0.1% of portfolio$268.3K

McGuire Investment Group, LLC1,420

0.0% of portfolio$252.3K

Daymark Wealth Partners, LLC1,367

0.0% of portfolio$242.8K

Insight Advisors, LLC/ PA1,350

0.0% of portfolio$239.8K

Atria Investments, Inc1,340

0.0% of portfolio$238.1K

Park Avenue Securities LLC1,324

0.0% of portfolio$235.0K

Davenport & Co LLC1,300

0.0% of portfolio$230.9K

Brookstone Capital Management1,274

0.0% of portfolio$226.3K

BIP Wealth, LLC1,243

0.0% of portfolio$220.7K

Buck Wealth Strategies, LLC1,239

0.0% of portfolio$220.1K

Clear Wave Wealth Management LLC1,227

0.0% of portfolio$218.0K

Dimensional Fund Advisors LP1,176

0.0% of portfolio$208.9K

Fishman JAY A LTD1,176

0.0% of portfolio$208.9K

Cyndeo Wealth Partners, LLC1,176

0.0% of portfolio$208.9K

Syntax Research, Inc.1,161

0.1% of portfolio$206.3K

First National Trust Co1,154

0.0% of portfolio$205.0K

Oppenheimer & Co Inc1,129

0.0% of portfolio$200.6K

Signature Equity Partners, LLC1,033

0.1% of portfolio$183.5K

HUB Investment Partners, LLC1,009

0.0% of portfolio$179.3K

Albion Financial Group1,000

0.0% of portfolio$177.7K

Wealth Analytics Partners, LLC1,000

0.1% of portfolio$177.7K

FNY Investment Advisers, LLC976

0.2% of portfolio$173.0K

Bullock Wealth Management Group577

0.0% of portfolio$97.8K

EverSource Wealth Advisors, LLC525

0.0% of portfolio$93.3K

Westside Investment Management, Inc.520

0.0% of portfolio$90.1K

American Capital Advisory, LLC518

0.0% of portfolio$92.0K

City State Bank515

0.0% of portfolio$91.5K

Creative Financial Designs Inc500

0.0% of portfolio$88.8K

Blue Trust, Inc.478

0.0% of portfolio$84.9K

Cullen T Bankers, Inc.341

0.0% of portfolio$60.6K

Signaturefd, LLC336

0.0% of portfolio$59.7K

Caitong International Asset Management Co., Ltd295

0.0% of portfolio$52.4K

CoreCap Advisors, LLC291

0.0% of portfolio$51.7K

Ascentis Independent Advisors265

0.0% of portfolio$47.1K

TD Waterhouse Canada Inc.251

0.0% of portfolio$42.6K

Mather Group, Llc.249

0.0% of portfolio$44.3K

Torren Management, LLC220

0.0% of portfolio$39.1K

MassMutual Private Wealth & Trust, FSB200

0.0% of portfolio$35.5K

Valley National Advisers Inc196

0.0% of portfolio$34.8K

Cape Investment Advisory, Inc.190

0.0% of portfolio$33.8K

GK Wealth Management LLC175

0.0% of portfolio$31.1K

Blue Bell Private Wealth Management, LLC174

0.0% of portfolio$30.9K

Compagnie Lombard Odier SCmA160

0.0% of portfolio$28.4K

Hoey Investments, Inc150

0.0% of portfolio$26.6K

Wealth Enhancement Trust Services, Inc.147

0.0% of portfolio$26.1K

Wolff Wiese Magana LLC146

0.0% of portfolio$25.9K

Compass Wealth Management LLC126

0.0% of portfolio$22.4K

Hilton Head Capital Partners, LLC125

0.0% of portfolio$22.2K

Markowski Investments111

0.0% of portfolio$19.7K

Financial Management Professionals, Inc.100

0.0% of portfolio$17.8K

Harbor Investment Advisory, LLC100

0.0% of portfolio$17.8K

Kings Path Partners LLC100

0.0% of portfolio$17.8K

Aspect Partners, LLC100

0.0% of portfolio$17.8K

Lanark Financial, Inc.90

0.0% of portfolio$16.0K

Avion Wealth76

0.0% of portfolio$13

Parkside Financial Bank & Trust72

0.0% of portfolio$12.8K

Investors Research Corp68

0.0% of portfolio$12.1K

Asset Management One Co., Ltd.62

0.0% of portfolio$11.0K

Redwood Park Advisors LLC59

0.0% of portfolio$10.5K

Nisa Investment Advisors, LLC57

0.0% of portfolio$10.1K

High Note Wealth, LLC53

0.0% of portfolio$9.4K

TrinityBridge Ltd51

0.0% of portfolio$9.0K

Byrne Asset Management LLC47

0.0% of portfolio$8.0K

Fairway Wealth LLC46

0.0% of portfolio$8.2K

IFS Advisors, LLC38

0.0% of portfolio$6.8K

Montag A & Associates Inc35

0.0% of portfolio$6.3K

Hazlett, Burt & Watson, Inc.35

0.0% of portfolio$7

Clark Wealth Partners34

0.0% of portfolio$6.0K

TFC Financial Management, Inc.33

0.0% of portfolio$5.9K

Adirondack Trust Co30

0.0% of portfolio$5.3K

Toth Financial Advisory Corp21

0.0% of portfolio$3.7K

PFS Partners, LLC21

0.0% of portfolio$3.7K

Next Level Wealth Planning, LLC16

0.0% of portfolio$2.8K

Bare Financial Services, Inc10

0.0% of portfolio$1.8K

Armstrong Advisory Group, Inc10

0.0% of portfolio$1.8K

Murphy & Mullick Capital Management Corp10

0.0% of portfolio$1.8K

KBC Group NV9

0.0% of portfolio$2

Lodestone Wealth Management LLC9

0.0% of portfolio$1.6K

Physician Wealth Advisors, Inc.7

0.0% of portfolio$1.2K

Country Trust Bank6

0.0% of portfolio$1.1K

Burk Holdings LLC4

0.0% of portfolio$711

North Star Investment Management Corp.3

0.0% of portfolio$533

Bell Investment Advisors, Inc3

0.0% of portfolio$533

Main Street Group, LTD2

0.0% of portfolio$355

SJS Investment Consulting Inc.2

0.0% of portfolio$356

Gamma Investing LLC1

0.0% of portfolio$178

Manchester Capital Management LLC1

0.0% of portfolio$178

Activest Wealth Management1

0.0% of portfolio$178

Lloyd Advisory Services, Llc.0

0.0% of portfolio$16

				Style	Turnover	Location	Filed
Legal Advantage Investments, Inc.	1,149,682	$204.2M	43.6%	Agg Growth	Low	Los Altos Hills, CA	2026-10-13
Sumitomo Mitsui Trust Group, Inc.	490,139	$87.1M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
GC Wealth Management RIA, LLC	311,595	$55.4M	2.7%	Growth	Medium	Cambridge, MA	2026-11-02
Citigroup Inc	176,405	$31.3M	0.0%	Core	Medium	New York, NY	2026-11-04
Johnson & Johnson	128,649	$22.9M	3.0%	Agg Growth	Very Low	New Brunswick, NJ	2026-10-26
Hamilton Lane Advisors LLC	126,119	$22.4M	12.5%	Yield	Medium	Conshohocken, PA	2026-10-21
Temasek Holdings (Private) Ltd	121,198	$21.5M	0.1%	Growth	Low	Singapore, Turkey	2026-10-28
Privium Fund Management B.V.	111,000	$19.7M	3.8%	Growth	Medium	Amsterdam, Philippines	2026-11-03
Vestor Capital, LLC	76,715	$2.9K	0.2%	Value	Medium	Chicago, IL	2026-11-04
Frank, Rimerman Advisors LLC	56,271	$10.0M	0.6%	Growth	Low	Palo Alto, CA	2026-10-16
Cache Advisors, LLC	54,722	$9.7M	0.6%	Agg Growth	Low	San Francisco, CA	2026-10-16
Robeco Schweiz AG	43,920	$7.8M	0.1%	Growth	Medium	Zurich, Switzerland	2026-10-23
Lavelle Capital LP	42,432	$7.5M	3.9%	Growth	High	San Francisco, CA	2026-11-03
Exchange Traded Concepts, LLC	39,458	$7.0M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Yarbrough Capital, LLC	36,061	$6.4M	0.2%	Agg Growth	Very Low	Franklin, TN	2026-10-19
Parallel Advisors, LLC	21,733	$3.9M	0.1%	Index	Low	San Francisco, CA	2026-11-03
Wealth Enhancement Advisory Services, LLC	21,430	$3.6M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Cambridge Investment Research Advisors, Inc.	20,611	$3.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Vontobel Holding Ltd.	19,634	$3.5M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Valen Private Capital, LLC	18,988	$3.4M	1.0%	ETF	N/A	Paoli, PA	2026-10-23
Royal Fund Management, LLC	16,469	$2.9M	0.2%	Growth	Medium	Lady Lake, FL	2026-10-22
Inspire Investing, LLC	15,420	$2.7M	0.1%	GARP	High	Meridian, ID	2026-10-22
Leonteq Securities AG	15,072	$2.7M	0.1%	Core	High	Zurich, Switzerland	2026-10-29
ICG Advisors, LLC	15,000	$2.7M	2.0%	Yield	Very Low	Los Angeles, CA	2026-10-20
J.Safra Asset Management Corp	14,667	$2.6M	0.1%	ETF	Low	New York, NY	2026-11-03
Brighton Jones LLC	13,609	$2.4M	0.0%	Core	Very Low	Seattle, WA	2026-11-03
SBI Securities Co., Ltd.	13,371	$2.4M	0.1%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Sterling Investment Advisors, Ltd.	11,965	$2.1M	0.4%	Growth	Low	Berwyn, PA	2026-10-27
Renaissance Capital LLC	11,382	$2.0M	1.4%	Agg Growth	High	Stamford, CT	2026-10-23
Rakuten Securities, Inc.	11,230	$2.0M	0.6%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Bokf, NA	11,101	$2.0M	0.0%	Core	Low	Tulsa, OK	2026-10-27
Mirae Asset Global Investments Co., Ltd.	10,547	$1.9M	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Revolve Wealth Partners, LLC	10,439	$1.9M	0.2%	ETF	Very Low	Hackensack, NJ	2026-10-23
CenterBook Partners LP	9,638	$1.7M	0.1%	Value	Very High	Greenwich, CT	2026-11-02
Concurrent Investment Advisors, LLC	9,575	$1.7M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Nfsg Corp	8,821	$1.6M	0.2%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Wilmington Savings Fund Society, FSB	8,682	$1.5M	0.0%	Core	Low	Wilmington, DE	2026-10-23
Centurion Wealth Management LLC	8,326	$1.5M	0.4%	ETF	Medium	Mclean, VA	2026-10-13
Cohen Capital Management, Inc.	8,128	$1.4M	0.2%	Core	Very Low	Corte Madera, CA	2026-10-14
International Assets Investment Management, LLC	7,392	$1.3M	0.1%	Core	Very High	Orlando, FL	2026-11-02
Commonwealth Equity Services, LLC	6,992	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
CWA Asset Management Group, LLC	6,694	$1.2M	0.0%	Core	Medium	Naples, FL	2026-10-19
Wealth Effects LLC	6,692	$1.2M	0.3%	Growth	Low	Boston, MA	2026-10-23
Prospera Financial Services Inc	6,365	$694.9K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Truist Financial Corp	6,325	$1.1M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Rye Brook Capital LLC	6,289	$1.1M	5.9%	ETF	Medium	Greenwich, CT	2026-10-07
J. Safra Sarasin Holding AG	6,186	$1.1M	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
MacKenzie Financial Corp	6,180	$1.1M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Xcel Wealth Management, LLC	6,028	$1.1M	0.3%	Core	Medium	Holly Hill, FL	2026-10-26
GF Fund Management Co. Ltd.	6,000	$1.1M	0.0%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Kestra Private Wealth Services, LLC	5,860	$1.0M	0.0%	Growth	Low	Austin, TX	2026-10-30
Tower View Wealth Management LLC	5,681	$1.0M	0.4%	Momentum	Medium	Shorewood, WI	2026-10-23
Kestra Advisory Services, LLC	5,600	$994.8K	0.0%	Core	Low	Austin, TX	2026-11-02
Cornerstone Partners Capital Management, LLC	5,496	$976.4K	2.2%	ETF	Very Low	Charlottesville, VA	2026-11-04
Sanders Morris Harris LLC	5,241	$931.1K	0.1%	GARP	Low	Houston, TX	2026-10-14
Meitav Investment House LTD	5,206	$924.8K	0.0%	ETF	Medium	Bene-Beraq, Luxembourg	2026-10-28
Mitsubishi UFJ Asset Management Co., Ltd.	5,100	$906.0K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Pictet North America Advisors SA	5,050	$897.1K	0.1%	GARP	Medium	Geneva 73, Switzerland	2026-10-21
D.A. Davidson & Co.	5,044	$896.1K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Baring Financial LLC	5,026	$893.0K	0.5%	ETF	Low	Bellingham, WA	2026-10-07
Parametrica Management Ltd	5,000	$888.3K	0.6%	Growth	High	Wanchai, South Korea	2026-10-27
Balboa Wealth Partners	4,944	$878.3K	0.1%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Silverleafe Capital Partners, LLC	4,700	$835.0K	0.2%	Core	Medium	Germantown, TN	2026-10-02
REX Advisers, LLC	4,600	$896.8K	4.3%	GARP	Very High	Fairfield, CT	2026-10-08
Fortitude Advisory Group L.L.C.	4,163	$739.6K	0.3%	Growth	Medium	Gig Harbor, WA	2026-10-15
Snider Financial Group	4,000	$710.6K	0.2%	Growth	Low	Bellevue, WA	2026-10-16
ProShare Advisors LLC	3,703	$657.8K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Beaumont Financial Advisors, LLC	3,543	$629.4K	0.0%	Growth	Medium	Needham, MA	2026-10-22
IFP Advisors, Inc	3,464	$615.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Focus Financial Network, Inc.	3,367	$598.1K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Wealth Alliance Advisory Group, LLC	3,257	$578.6K	0.1%	Core	Low	Wichita, KS	2026-10-14
T3 Companies, LLC	3,199	$568.3K	0.5%	Core	Very High	New York, NY	2026-10-22
Trifecta Capital Advisors, LLC	3,150	$559.6K	0.1%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Independent Financial Group, LLC	3,118	$553.9K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Walser Wealth Management Company, A Ltd Liability Co	2,785	$494.8K	0.2%	Growth	High	Tampa, FL	2026-10-15
Choreo, LLC	2,770	$492.1K	0.0%	Index	Low	Rockford, IL	2026-10-28
Lake Street Private Wealth, LLC	2,664	$473.3K	0.1%	Growth	Low	Chicago, IL	2026-10-22
Element Pointe Advisors, LLC	2,542	$451.6K	0.1%	ETF	Low	Miami, FL	2026-10-21
Tcfg Investment Advisors, LLC	2,470	$438.8K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Smith Chas P & Associates PA Cpas	2,300	$292.6K	0.0%	Core	Very Low	Lakeland, FL	2026-10-22
Creative Planning	2,237	$397.5K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Aljian Capital Management, LLC	2,205	$391.7K	0.1%	Growth	Very Low	Carson City, NV	2026-10-28
Wedbush Securities Inc	2,198	$390.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
AlphaCore Capital LLC	2,189	$388.9K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Chicago Partners Investment Group LLC	2,166	$240.1K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Birinyi Associates Inc	2,082	$370.0K	0.1%	Growth	Low	Westport, CT	2026-10-28
Prime Capital Investment Advisors, LLC	2,071	$367.9K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Wealthcare Advisory Partners LLC	2,065	$366.8K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Harbor Capital Advisors, Inc.	2,034	$361.0K	0.1%	Value	High	Chicago, IL	2026-10-22
Essex Investment Management Co LLC	1,999	$355.1K	0.1%	Growth	Medium	Boston, MA	2026-10-19
Farther Finance Advisors, LLC	1,953	$347.0K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Axxcess Wealth Management, LLC	1,914	$340.0K	0.0%	Core	Low	Carlsbad, CA	2026-10-21
Fulton Bank, N.A.	1,907	$338.8K	0.0%	Core	Low	Lancaster, PA	2026-10-14
Gemmer Asset Management LLC	1,898	$337.2K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-16
MBL Wealth, LLC	1,871	$332.4K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
Almanack Investment Partners, Llc.	1,817	$322.8K	0.0%	ETF	Medium	Newtown Square, PA	2026-11-03
MN Wealth Advisors, LLC	1,813	$322.1K	0.1%	ETF	Medium	Overland Park, KS	2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	1,738	$308.8K	0.0%	Core	High	Turin, Latvia	2026-10-22
Daiwa Securities Group Inc.	1,714	$304.5K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Cane Capital Partners, LLC	1,714	$304.5K	0.1%	Growth	Medium	St Francisville, LA	2026-10-23
Profund Advisors LLC	1,703	$302.5K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
B. Riley Wealth Advisors, Inc.	1,588	$282.1K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Private Trust Co NA	1,549	$275.2K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Woodward Diversified Capital, LLC	1,510	$268.3K	0.1%	Core	Low	Bakersfield, CA	2026-10-21
McGuire Investment Group, LLC	1,420	$252.3K	0.0%	Agg Growth	Low	Wakefield, RI	2026-10-23
Daymark Wealth Partners, LLC	1,367	$242.8K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Insight Advisors, LLC/ PA	1,350	$239.8K	0.0%	ETF	Medium	Newtown, PA	2026-10-22
Atria Investments, Inc	1,340	$238.1K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Park Avenue Securities LLC	1,324	$235.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
Davenport & Co LLC	1,300	$230.9K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Brookstone Capital Management	1,274	$226.3K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
BIP Wealth, LLC	1,243	$220.7K	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Buck Wealth Strategies, LLC	1,239	$220.1K	0.0%	Value	Medium	Denver, CO	2026-10-28
Clear Wave Wealth Management LLC	1,227	$218.0K	0.0%	ETF	N/A	Red Bank, NJ	2026-11-04
Dimensional Fund Advisors LP	1,176	$208.9K	0.0%	Index	Low	Austin, TX	2026-11-04
Fishman JAY A LTD	1,176	$208.9K	0.0%	Growth	Very Low	Troy, MI	2026-10-26
Cyndeo Wealth Partners, LLC	1,176	$208.9K	0.0%	Core	Medium	St. Petersburg, FL	2026-10-16
Syntax Research, Inc.	1,161	$206.3K	0.1%	ETF	Medium	Boca Raton, FL	2026-11-04
First National Trust Co	1,154	$205.0K	0.0%	Growth	Low	Johnstown, PA	2026-10-28
Oppenheimer & Co Inc	1,129	$200.6K	0.0%	Core	Low	New York, NY	2026-10-26
Signature Equity Partners, LLC	1,033	$183.5K	0.1%	Growth	Medium	Columbus, OH	2026-10-29
HUB Investment Partners, LLC	1,009	$179.3K	0.0%	Growth	Low	Austin, TX	2026-11-03
Albion Financial Group	1,000	$177.7K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Wealth Analytics Partners, LLC	1,000	$177.7K	0.1%	ETF	Very Low	San Diego, CA	2026-10-19
FNY Investment Advisers, LLC	976	$173.0K	0.2%	Growth	Very High	New York, NY	2026-10-16
Bullock Wealth Management Group	577	$97.8K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
EverSource Wealth Advisors, LLC	525	$93.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Westside Investment Management, Inc.	520	$90.1K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
American Capital Advisory, LLC	518	$92.0K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
City State Bank	515	$91.5K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Creative Financial Designs Inc	500	$88.8K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Blue Trust, Inc.	478	$84.9K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Cullen T Bankers, Inc.	341	$60.6K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Signaturefd, LLC	336	$59.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Caitong International Asset Management Co., Ltd	295	$52.4K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
CoreCap Advisors, LLC	291	$51.7K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Ascentis Independent Advisors	265	$47.1K	0.0%	ETF	Low	Dallas, TX	2026-11-03
TD Waterhouse Canada Inc.	251	$42.6K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Mather Group, Llc.	249	$44.3K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Torren Management, LLC	220	$39.1K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
MassMutual Private Wealth & Trust, FSB	200	$35.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
Valley National Advisers Inc	196	$34.8K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Cape Investment Advisory, Inc.	190	$33.8K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
GK Wealth Management LLC	175	$31.1K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Blue Bell Private Wealth Management, LLC	174	$30.9K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Compagnie Lombard Odier SCmA	160	$28.4K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Hoey Investments, Inc	150	$26.6K	0.0%	Agg Growth	Low	Coatesville, PA	2026-10-29
Wealth Enhancement Trust Services, Inc.	147	$26.1K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Wolff Wiese Magana LLC	146	$25.9K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Compass Wealth Management LLC	126	$22.4K	0.0%	GARP	Low	Guilford, CT	2026-10-22
Hilton Head Capital Partners, LLC	125	$22.2K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Markowski Investments	111	$19.7K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
Financial Management Professionals, Inc.	100	$17.8K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Harbor Investment Advisory, LLC	100	$17.8K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Kings Path Partners LLC	100	$17.8K	0.0%	ETF	Very Low	Sugar Land, TX	2026-10-21
Aspect Partners, LLC	100	$17.8K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Lanark Financial, Inc.	90	$16.0K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Avion Wealth	76	$13	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Parkside Financial Bank & Trust	72	$12.8K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Investors Research Corp	68	$12.1K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Asset Management One Co., Ltd.	62	$11.0K	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Redwood Park Advisors LLC	59	$10.5K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Nisa Investment Advisors, LLC	57	$10.1K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
High Note Wealth, LLC	53	$9.4K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
TrinityBridge Ltd	51	$9.0K	0.0%	Momentum	Medium	London, United Kingdom	2026-10-30
Byrne Asset Management LLC	47	$8.0K	0.0%	Core	Low	Kingston, NJ	2026-10-06
Fairway Wealth LLC	46	$8.2K	0.0%	ETF	Low	Independence, OH	2026-10-30
IFS Advisors, LLC	38	$6.8K	0.0%	ETF	Low	Overland Park, KS	2026-10-14
Montag A & Associates Inc	35	$6.3K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Hazlett, Burt & Watson, Inc.	35	$7	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Clark Wealth Partners	34	$6.0K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
TFC Financial Management, Inc.	33	$5.9K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Adirondack Trust Co	30	$5.3K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Toth Financial Advisory Corp	21	$3.7K	0.0%	Core	Low	Leesburg, VA	2026-10-08
PFS Partners, LLC	21	$3.7K	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Next Level Wealth Planning, LLC	16	$2.8K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Bare Financial Services, Inc	10	$1.8K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Armstrong Advisory Group, Inc	10	$1.8K	0.0%	ETF	High	Needham, MA	2026-10-09
Murphy & Mullick Capital Management Corp	10	$1.8K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
KBC Group NV	9	$2	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Lodestone Wealth Management LLC	9	$1.6K	0.0%	Core	Low	Spokane, WA	2026-10-14
Physician Wealth Advisors, Inc.	7	$1.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Country Trust Bank	6	$1.1K	0.0%	Growth	Low	Bloomington, IL	2026-10-30
Burk Holdings LLC	4	$711	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
North Star Investment Management Corp.	3	$533	0.0%	Core	Low	Chicago, IL	2026-10-27
Bell Investment Advisors, Inc	3	$533	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Main Street Group, LTD	2	$355	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
SJS Investment Consulting Inc.	2	$356	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Gamma Investing LLC	1	$178	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Manchester Capital Management LLC	1	$178	0.0%	Core	Low	Manchester, VT	2026-10-22
Activest Wealth Management	1	$178	0.0%	ETF	Low	Aventura, FL	2026-10-15
Lloyd Advisory Services, Llc.	0	$16	0.0%	ETF	Very High	Suwanee, GA	2026-11-02