Circle Internet Group Inc (CRCL)

CUSIP: 172573107 | NYSE | Financial Services · Capital Markets | Large Cap | 940 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/AChuang Xi Capital Ltd	17,355,322	7.4%	New 5%+ stake	Jun 30, 2026	No 13F filer matched

13G/AChuang Xi Capital Ltd17,355,322

7.4% of class · Jun 30, 2026

Institutional Holders — Q3 2026

Sort by

Sumitomo Mitsui Trust Group, Inc.3,970,939

0.2% of portfolio$326.3M

Geode Capital Management, LLC3,272,572

0.0% of portfolio$317.2M

Citigroup Inc3,072,776

0.1% of portfolio$252.5M

SBI Holdings USA, Inc.1,614,000

100.0% of portfolio$132.6M

Barclays PLC1,017,966

0.0% of portfolio$83.6M

Amundi875,039

0.0% of portfolio$71.9M

William Blair Investment Management, LLC843,808

0.2% of portfolio$69.3M

Exchange Traded Concepts, LLC574,638

0.2% of portfolio$47.2M

Deutsche Bank Ag\546,149

0.0% of portfolio$44.9M

Bank of New York Mellon Corp450,027

0.0% of portfolio$37.0M

Daiwa Securities Group Inc.376,837

0.1% of portfolio$31.0M

Cynosure Group, LLC296,811

3.4% of portfolio$24.4M

Assenagon Asset Management S.A.291,231

0.0% of portfolio$23.9M

Mitsubishi UFJ Asset Management Co., Ltd.266,458

0.0% of portfolio$21.9M

IvyRock Asset Management (HK) Ltd169,980

7.4% of portfolio$14.0M

Leonteq Securities AG139,797

0.5% of portfolio$11.5M

Robeco Institutional Asset Management B.V.135,429

0.0% of portfolio$11.1M

Pictet Asset Management Holding SA134,636

0.0% of portfolio$11.1M

LPL Financial LLC129,135

0.0% of portfolio$10.6M

Simplex Trading, LLC128,138

0.0% of portfolio$10.5M

Imc-Chicago, LLC124,297

0.0% of portfolio$10.2M

Laurion Capital Management LP107,443

0.1% of portfolio$8.8M

Bochk Asset Management Ltd96,940

1.1% of portfolio$8.0M

Dimensional Fund Advisors LP90,107

0.0% of portfolio$7.4M

Wealth Enhancement Advisory Services, LLC82,998

0.0% of portfolio$6.7M

Renaissance Capital LLC67,515

3.8% of portfolio$5.5M

Lido Advisors, LLC66,111

0.0% of portfolio$5.4M

Asset Management One Co., Ltd.62,772

0.0% of portfolio$5.2M

North Point Portfolio Managers Corp61,781

0.9% of portfolio$5.1M

Endowment Wealth Management, Inc.58,404

1.6% of portfolio$4.8M

Commonwealth Equity Services, LLC55,104

0.0% of portfolio$4.5M

State of New Jersey Common Pension Fund D53,859

0.0% of portfolio$4.4M

Fjarde Ap-Fonden TH Swedish National Pension Fund51,900

0.0% of portfolio$4.3M

Fulcrum Asset Management LLP50,959

0.2% of portfolio$4.3M

J.W. Cole Advisors, Inc.46,038

0.1% of portfolio$3.8M

Arizona State Retirement System45,514

0.0% of portfolio$3.7M

Midwest Trust Co45,491

0.0% of portfolio$3.7M

Creative Planning41,336

0.0% of portfolio$3.4M

IFM Investors Pty Ltd37,144

0.0% of portfolio$3.1M

Strs Ohio37,053

0.0% of portfolio$3.0M

Russell Investments Group, Ltd.36,714

0.0% of portfolio$3.0M

Sigma Planning Corp35,521

0.1% of portfolio$2.9M

Nykredit A/S35,155

0.0% of portfolio$2.9M

SEB Asset Management AB34,589

0.0% of portfolio$2.8M

AlpInvest Partners B.V.34,426

3.4% of portfolio$2.8M

J. Derek Lewis & Associates Inc.32,022

0.5% of portfolio$2.6M

Fifth Third Bancorp31,742

0.0% of portfolio$2.6M

Cambridge Investment Research Advisors, Inc.31,211

0.0% of portfolio$2.6M

Caitong International Asset Management Co., Ltd30,598

0.2% of portfolio$2.5M

Kestra Advisory Services, LLC30,387

0.0% of portfolio$2.5M

United Advisor Group, LLC28,024

0.2% of portfolio$2.3M

Brighton Jones LLC27,756

0.0% of portfolio$2.3M

SBI Securities Co., Ltd.27,266

0.1% of portfolio$2.2M

Fideuram Asset Management (Ireland) dac26,901

0.0% of portfolio$1.9M

Amtrust Financial Services, Inc.25,994

0.6% of portfolio$2.1M

OP Asset Management Ltd25,209

0.0% of portfolio$2.1M

SFE Investment Counsel24,418

0.3% of portfolio$2.0M

Blue Jean Financial LLC24,146

1.2% of portfolio$2.0M

Xponance LLC23,086

0.0% of portfolio$1.9M

DekaBank Deutsche Girozentrale22,636

0.0% of portfolio$1.9K

Consolidated Investment Group LLC22,500

0.2% of portfolio$1.8M

GC Wealth Management RIA, LLC20,740

0.1% of portfolio$1.7M

Swiss Life Asset Management Ltd20,377

0.0% of portfolio$1.7M

Lavelle Capital LP20,000

0.9% of portfolio$1.6M

FengHe Fund Management Pte. Ltd.19,800

0.1% of portfolio$1.6M

StoneX Group Inc.19,060

0.1% of portfolio$1.4M

NLB Skladi, upravljanje premozenja, d.o.o.18,997

0.1% of portfolio$1.6M

Concurrent Investment Advisors, LLC18,693

0.0% of portfolio$1.5M

KBC Group NV18,524

0.0% of portfolio$1.5M

MacKenzie Financial Corp17,449

0.0% of portfolio$1.4M

State of Michigan Retirement System17,174

0.0% of portfolio$1.4M

Weil Company, Inc.16,499

0.2% of portfolio$1.4M

Sumitomo Mitsui DS Asset Management Company, Ltd16,114

0.0% of portfolio$1.3M

Wasatch Advisors LP15,182

0.0% of portfolio$1.2M

Rakuten Securities, Inc.15,131

0.3% of portfolio$1.2M

Oak Thistle LLC13,359

0.1% of portfolio$1.1M

BI Asset Management Fondsmaeglerselskab A/S13,149

0.0% of portfolio$1.1M

Oppenheimer & Co Inc12,944

0.0% of portfolio$1.1M

J. Safra Sarasin Holding AG12,429

0.0% of portfolio$1.0M

Sparta 24 Ltd.12,319

1.1% of portfolio$1.0M

RFG Advisory, LLC12,107

0.0% of portfolio$994.8K

Diversified Trust Co11,918

0.0% of portfolio$979.3K

Sepio Capital, LP10,959

0.0% of portfolio$900.5K

Maryland State Retirement & Pension System10,880

0.0% of portfolio$894.0K

Rakuten Investment Management, Inc.10,835

0.0% of portfolio$906.9K

Gulf International Bank (UK) Ltd10,684

0.0% of portfolio$877.0K

Mirae Asset Global Investments Co., Ltd.10,326

0.0% of portfolio$848.5K

Ascentis Independent Advisors10,309

0.0% of portfolio$847.0K

CIBC Asset Management Inc9,892

0.0% of portfolio$812.8K

CenterBook Partners LP9,830

0.0% of portfolio$807.7K

CoreCap Advisors, LLC9,656

0.0% of portfolio$793.4K

Vontobel Holding Ltd.9,525

0.0% of portfolio$782.7K

Prospera Financial Services Inc9,293

0.0% of portfolio$674.1K

Mesirow Financial Investment Management, Inc.8,750

0.0% of portfolio$719.0K

Applied Capital LLC8,672

0.3% of portfolio$712.6K

Acorn Financial Advisory Services Inc8,272

0.1% of portfolio$679.8K

Harbour Capital Advisors, LLC8,110

0.1% of portfolio$666.4K

Amalgamated Bank8,001

0.0% of portfolio$657.0K

Simplicity Wealth,LLC7,415

0.0% of portfolio$609.3K

Southern Financial Group, LLC7,208

0.2% of portfolio$592.3K

Ag2r LA Mondiale Gestion D'actifs7,150

0.0% of portfolio$587.5K

Kestra Private Wealth Services, LLC6,871

0.0% of portfolio$564.6K

Mission Wealth Management, LP6,800

0.0% of portfolio$558.8K

UniSuper Management Pty Ltd6,493

0.0% of portfolio$533.5K

Moors & Cabot, Inc.6,286

0.0% of portfolio$516.5K

SLT Holdings LLC6,130

0.3% of portfolio$503.7K

Pekin Hardy Strauss, Inc.5,875

0.0% of portfolio$482.7K

Axxcess Wealth Management, LLC5,561

0.0% of portfolio$456.9K

North Dakota State Investment Board5,477

0.0% of portfolio$450.0K

CFM Wealth Partners LLC5,453

0.1% of portfolio$448.1K

Ethic Inc.5,361

0.0% of portfolio$440.5K

Profund Advisors LLC5,342

0.0% of portfolio$439.0K

Sterling Capital Management LLC5,160

0.0% of portfolio$424.0K

Eddie Patel Inc5,058

0.3% of portfolio$415.6K

E. Ohman J:or Asset Management AB5,040

0.0% of portfolio$414.1K

PensionDanmark Pensionsforsikringsaktieselskab4,890

0.0% of portfolio$401.8K

SteelPeak Wealth, LLC4,819

0.0% of portfolio$396.0K

Praxis Investment Management Inc4,767

0.0% of portfolio$392.0K

Swedbank AB4,671

0.0% of portfolio$383.8K

KCM Investment Advisors LLC4,455

0.0% of portfolio$366.1K

Independent Financial Group, LLC4,142

0.0% of portfolio$340.3K

Capital Advisors Wealth Management, LLC4,111

0.0% of portfolio$337.8K

180 Wealth Advisors, LLC4,052

0.0% of portfolio$333.0K

Sapient Capital LLC3,740

0.0% of portfolio$307.3K

B. Metzler seel. Sohn & Co. AG3,700

0.0% of portfolio$304.0K

Choreo, LLC3,369

0.0% of portfolio$276.8K

PNC Financial Services Group, Inc.3,341

0.0% of portfolio$274.5K

Avaii Wealth Management, LLC3,287

0.1% of portfolio$267.1K

Daymark Wealth Partners, LLC3,202

0.0% of portfolio$263.1K

HUB Investment Partners, LLC3,199

0.0% of portfolio$262.9K

Prime Capital Investment Advisors, LLC3,195

0.0% of portfolio$262.5K

Verdence Capital Advisors LLC3,105

0.0% of portfolio$255.1K

Signature Wealth Management Partners, LLC3,047

0.1% of portfolio$250.4K

Integrated Advisors Network LLC2,942

0.0% of portfolio$241.7K

Crestwood Advisors Group, LLC2,939

0.0% of portfolio$241.5K

Elevation Point Wealth Partners, LLC2,932

0.0% of portfolio$240.9K

Nicholas Hoffman & Company, Llc.2,920

0.0% of portfolio$239.9K

Everhart Financial Group, Inc.2,915

0.0% of portfolio$239.5K

LBP AM SA2,903

0.0% of portfolio$238.5K

Howard Financial Services, Ltd.2,883

0.0% of portfolio$236.9K

Eurizon Capital SGR S.p.A.2,847

0.0% of portfolio$233.9K

Thrivent Financial for Lutherans2,826

0.0% of portfolio$232.0K

WT Wealth Management2,733

0.1% of portfolio$224.6K

Synergy Asset Management, LLC2,724

0.0% of portfolio$223.8K

Principal Financial Group Inc2,695

0.0% of portfolio$221.4K

Sierra Summit Advisors LLC2,687

0.0% of portfolio$220.8K

GSG Advisors LLC2,633

0.0% of portfolio$216.4K

Compound Planning, Inc.2,584

0.0% of portfolio$212.3K

Cache Advisors, LLC2,580

0.0% of portfolio$212.0K

Nixon Peabody Trust Co2,562

0.0% of portfolio$210.5K

Merit Financial Group, LLC2,526

0.0% of portfolio$207.6K

Aries Wealth Management2,510

0.0% of portfolio$206.2K

Rockline Wealth Management, LLC2,500

0.0% of portfolio$205.4K

IFP Advisors, Inc2,498

0.0% of portfolio$205.3K

Nisa Investment Advisors, LLC2,249

0.0% of portfolio$184.8K

State of Wyoming2,200

0.0% of portfolio$180.8K

Farther Finance Advisors, LLC2,175

0.0% of portfolio$178.8K

Global X Japan Co., Ltd.1,746

0.0% of portfolio$143.5K

Larson Financial Group LLC1,595

0.0% of portfolio$131.1K

Oslo Pensjonsforsikring AS1,528

0.0% of portfolio$125.6K

Allworth Financial LP1,370

0.0% of portfolio$48.2K

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,278

0.0% of portfolio$105.0K

City State Bank1,200

0.0% of portfolio$98.6K

EverSource Wealth Advisors, LLC1,183

0.0% of portfolio$97.2K

Parallel Advisors, LLC1,138

0.0% of portfolio$93.5K

Tema Etfs LLC1,111

0.0% of portfolio$91.3K

Lanark Financial, Inc.1,070

0.0% of portfolio$87.9K

ASR Vermogensbeheer N.V.1,041

0.0% of portfolio$85.5K

Gamma Investing LLC886

0.0% of portfolio$72.8K

Franchise GP Ltd870

0.0% of portfolio$71.5K

UMB Bank, n.a.856

0.0% of portfolio$70.3K

Compagnie Lombard Odier SCmA810

0.0% of portfolio$66.6K

Valley National Advisers Inc702

0.0% of portfolio$57.7K

Versant Capital Management, Inc656

0.0% of portfolio$53.9K

TrinityBridge Ltd640

0.0% of portfolio$53.0K

TD Waterhouse Canada Inc.625

0.0% of portfolio$51.8K

Parkside Financial Bank & Trust600

0.0% of portfolio$49.3K

Heritage Family Offices, LLP552

0.0% of portfolio$45.4K

Thurston, Springer, Miller, Herd & Titak, Inc.531

0.1% of portfolio$43.6K

Elyxium Wealth, LLC527

0.0% of portfolio$43.3K

First Horizon Corp507

0.0% of portfolio$41.7K

US Bancorp \de\450

0.0% of portfolio$37.0K

GK Wealth Management LLC437

0.0% of portfolio$35.9K

Nfsg Corp436

0.0% of portfolio$35.8K

Cornerstone National Bank & Trust Co413

0.0% of portfolio$34.2K

Assetmark, Inc393

0.0% of portfolio$32.3K

Pinnacle Wealth Planning Services, Inc.379

0.0% of portfolio$31.1K

Albion Financial Group372

0.0% of portfolio$30.6K

Wilmington Savings Fund Society, FSB300

0.0% of portfolio$24.7K

Indiana Trust & Investment Management Co280

0.0% of portfolio$23.0K

FNY Investment Advisers, LLC267

0.0% of portfolio$21

McCarley & Cook Financial Planners267

0.0% of portfolio$21.9K

Harbor Investment Advisory, LLC266

0.0% of portfolio$21.9K

WPG Advisers, LLC248

0.0% of portfolio$20.4K

Lodestone Wealth Management LLC224

0.0% of portfolio$18.4K

Grove Bank & Trust221

0.0% of portfolio$18.2K

Chilton Capital Management LLC218

0.0% of portfolio$17.9K

High Point Wealth Management, LLC215

0.0% of portfolio$17.7K

Wealth Enhancement Trust Services, Inc.210

0.0% of portfolio$17.3K

Clearstead Advisors, LLC207

0.0% of portfolio$17.0K

Laurel Wealth Advisors LLC200

0.0% of portfolio$16.4K

Raiffeisen Bank International AG200

0.0% of portfolio$16.7K

North Star Investment Management Corp.200

0.0% of portfolio$16.4K

CX Institutional177

0.0% of portfolio$15

Gables Capital Management Inc.165

0.0% of portfolio$13.6K

University of Texas S AM Investment Management Co160

0.0% of portfolio$13.1K

Archer Investment Corp153

0.0% of portfolio$12.6K

Trifecta Capital Advisors, LLC133

0.0% of portfolio$10.9K

Covestor Ltd112

0.0% of portfolio$9

High Note Wealth, LLC110

0.0% of portfolio$9.0K

Bullock Wealth Management Group110

0.0% of portfolio$9.1K

Zions Bancorporation, National Association100

0.0% of portfolio$8.2K

First United Bank & Trust100

0.0% of portfolio$8.2K

Nova Financial LLC100

0.0% of portfolio$8.2K

Aspect Partners, LLC93

0.0% of portfolio$7.6K

Essential Partners LLC89

0.0% of portfolio$7.3K

MassMutual Private Wealth & Trust, FSB78

0.0% of portfolio$6.4K

Polaris Financial Partners76

0.0% of portfolio$6

Hilltop National Bank75

0.0% of portfolio$6.2K

Cromwell Holdings LLC69

0.0% of portfolio$5.7K

Pathway Financial Advisers, LLC65

0.0% of portfolio$5.3K

Golden State Wealth Management, LLC64

0.0% of portfolio$5.3K

Vima LLC60

0.0% of portfolio$4.9K

GoalVest Advisory LLC58

0.0% of portfolio$4.8K

Avion Wealth50

0.0% of portfolio$4

Rydar Equities, Inc.50

0.0% of portfolio$4.0K

Hughes Financial Services, LLC49

0.0% of portfolio$3.9K

Root Financial Partners, LLC47

0.0% of portfolio$3.9K

Toth Financial Advisory Corp45

0.0% of portfolio$3.7K

Transce3nd, LLC43

0.0% of portfolio$3.9K

West Paces Advisors Inc.40

0.0% of portfolio$3.3K

Provenance Wealth Advisors, LLC38

0.0% of portfolio$3.1K

Clearstead Trust, LLC35

0.0% of portfolio$2.9K

Bell Investment Advisors, Inc32

0.0% of portfolio$2.6K

Retirement Wealth Solutions LLC28

0.0% of portfolio$2.3K

Silver Grove Financial Group, Inc.24

0.0% of portfolio$2.0K

UMB Private Wealth Management, LLC24

0.0% of portfolio$2.0K

True Wealth Design, LLC23

0.0% of portfolio$1.9K

Jacobi Capital Management LLC20

0.0% of portfolio$1.6K

Fortis Group Advisors, LLC20

0.0% of portfolio$1.6K

Three Bridge Wealth Advisors, LLC16

0.0% of portfolio$1.3K

Physician Wealth Advisors, Inc.13

0.0% of portfolio$1.1K

Wealth Analytics Partners, LLC12

0.0% of portfolio$986

Nvwm, LLC12

0.0% of portfolio$986

Ascentis Wealth Management, LLC12

0.0% of portfolio$985

Triumph Capital Management10

0.0% of portfolio$822

Compass Financial Management LLC10

0.0% of portfolio$822

Owl Creek Wealth Partners LLC10

0.0% of portfolio$822

Blue Trust, Inc.9

0.0% of portfolio$740

MV Capital Management, Inc.7

0.0% of portfolio$576

Marquette Asset Management, LLC6

0.0% of portfolio$494

Financial Consulate, Inc6

0.0% of portfolio$494

Signature Equity Partners, LLC5

0.0% of portfolio$411

Strategic Advocates LLC4

0.0% of portfolio$329

SJS Investment Consulting Inc.4

0.0% of portfolio$329

Bare Financial Services, Inc4

0.0% of portfolio$329

Align Financial, LLC4

0.0% of portfolio$329

Manchester Capital Management LLC3

0.0% of portfolio$247

Signature Resources Capital Management, LLC3

0.0% of portfolio$242

Creative Capital Management Investments LLC2

0.0% of portfolio$164

TD Private Client Wealth LLC2

0.0% of portfolio$164

Davis Capital Management2

0.0% of portfolio$164

Planning Strategies Inc.1

0.0% of portfolio$82

Evermay Wealth Management LLC1

0.0% of portfolio$83

James T. Borello RIA1

0.0% of portfolio$82

Balance Wealth Partners LLC0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Sumitomo Mitsui Trust Group, Inc.	3,970,939	$326.3M	0.2%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Geode Capital Management, LLC	3,272,572	$317.2M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Citigroup Inc	3,072,776	$252.5M	0.1%	Core	Medium	New York, NY	2026-11-04
SBI Holdings USA, Inc.	1,614,000	$132.6M	100.0%	Deep Value	Very Low	Santa Clara, CA	2026-10-28
Barclays PLC	1,017,966	$83.6M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Amundi	875,039	$71.9M	0.0%	Core	Medium	Paris, India	2026-11-06
William Blair Investment Management, LLC	843,808	$69.3M	0.2%	Core	Medium	Chicago, IL	2026-11-06
Exchange Traded Concepts, LLC	574,638	$47.2M	0.2%	Growth	Medium	Oklahoma City, OK	2026-10-28
Deutsche Bank Ag\	546,149	$44.9M	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2026-11-06
Bank of New York Mellon Corp	450,027	$37.0M	0.0%	Core	Low	New York, NY	2026-11-05
Daiwa Securities Group Inc.	376,837	$31.0M	0.1%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Cynosure Group, LLC	296,811	$24.4M	3.4%	ETF	Medium	Salt Lake City, UT	2026-11-03
Assenagon Asset Management S.A.	291,231	$23.9M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Mitsubishi UFJ Asset Management Co., Ltd.	266,458	$21.9M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
IvyRock Asset Management (HK) Ltd	169,980	$14.0M	7.4%	Deep Value	Medium	Sheung Wan, South Korea	2026-11-06
Leonteq Securities AG	139,797	$11.5M	0.5%	Core	High	Zurich, Switzerland	2026-10-29
Robeco Institutional Asset Management B.V.	135,429	$11.1M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Pictet Asset Management Holding SA	134,636	$11.1M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
LPL Financial LLC	129,135	$10.6M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Simplex Trading, LLC	128,138	$10.5M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Imc-Chicago, LLC	124,297	$10.2M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Laurion Capital Management LP	107,443	$8.8M	0.1%	Growth	Very High	New York, NY	2026-10-30
Bochk Asset Management Ltd	96,940	$8.0M	1.1%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-29
Dimensional Fund Advisors LP	90,107	$7.4M	0.0%	Index	Low	Austin, TX	2026-11-04
Wealth Enhancement Advisory Services, LLC	82,998	$6.7M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Renaissance Capital LLC	67,515	$5.5M	3.8%	Agg Growth	High	Stamford, CT	2026-10-23
Lido Advisors, LLC	66,111	$5.4M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Asset Management One Co., Ltd.	62,772	$5.2M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
North Point Portfolio Managers Corp	61,781	$5.1M	0.9%	Growth	Low	Orange Village, OH	2026-10-07
Endowment Wealth Management, Inc.	58,404	$4.8M	1.6%	ETF	Medium	Appleton, WI	2026-11-03
Commonwealth Equity Services, LLC	55,104	$4.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
State of New Jersey Common Pension Fund D	53,859	$4.4M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund	51,900	$4.3M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-15
Fulcrum Asset Management LLP	50,959	$4.3M	0.2%	Core	Medium	London, United Kingdom	2026-11-04
J.W. Cole Advisors, Inc.	46,038	$3.8M	0.1%	Index	Low	Tampa, FL	2026-11-05
Arizona State Retirement System	45,514	$3.7M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Midwest Trust Co	45,491	$3.7M	0.0%	Core	Low	Overland Park, KS	2026-10-22
Creative Planning	41,336	$3.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
IFM Investors Pty Ltd	37,144	$3.1M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Strs Ohio	37,053	$3.0M	0.0%	Core	Medium	Columbus, OH	2026-10-30
Russell Investments Group, Ltd.	36,714	$3.0M	0.0%	Core	Low	Seattle, WA	2026-11-06
Sigma Planning Corp	35,521	$2.9M	0.1%	Growth	Medium	Ann Arbor, MI	2026-10-23
Nykredit A/S	35,155	$2.9M	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
SEB Asset Management AB	34,589	$2.8M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
AlpInvest Partners B.V.	34,426	$2.8M	3.4%	Yield	Low	Amsterdam, Philippines	2026-11-06
J. Derek Lewis & Associates Inc.	32,022	$2.6M	0.5%	ETF	Low	Newport Beach, CA	2026-11-03
Fifth Third Bancorp	31,742	$2.6M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Cambridge Investment Research Advisors, Inc.	31,211	$2.6M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Caitong International Asset Management Co., Ltd	30,598	$2.5M	0.2%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Kestra Advisory Services, LLC	30,387	$2.5M	0.0%	Core	Low	Austin, TX	2026-11-02
United Advisor Group, LLC	28,024	$2.3M	0.2%	ETF	Low	Cincinnati, OH	2026-11-03
Brighton Jones LLC	27,756	$2.3M	0.0%	Core	Very Low	Seattle, WA	2026-11-03
SBI Securities Co., Ltd.	27,266	$2.2M	0.1%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Fideuram Asset Management (Ireland) dac	26,901	$1.9M	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Amtrust Financial Services, Inc.	25,994	$2.1M	0.6%	ETF	Very Low	New York, NY	2026-10-19
OP Asset Management Ltd	25,209	$2.1M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
SFE Investment Counsel	24,418	$2.0M	0.3%	Core	Low	Los Angeles, CA	2026-10-29
Blue Jean Financial LLC	24,146	$2.0M	1.2%	Growth	Very High	Albany, NY	2026-10-20
Xponance LLC	23,086	$1.9M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
DekaBank Deutsche Girozentrale	22,636	$1.9K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Consolidated Investment Group LLC	22,500	$1.8M	0.2%	Growth	Very Low	Englewood, CO	2026-11-04
GC Wealth Management RIA, LLC	20,740	$1.7M	0.1%	Growth	Medium	Cambridge, MA	2026-11-02
Swiss Life Asset Management Ltd	20,377	$1.7M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Lavelle Capital LP	20,000	$1.6M	0.9%	Growth	High	San Francisco, CA	2026-11-03
FengHe Fund Management Pte. Ltd.	19,800	$1.6M	0.1%	Agg Growth	Very High	Singapore, Turkey	2026-11-02
StoneX Group Inc.	19,060	$1.4M	0.1%	ETF	Medium	New York, NY	2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.	18,997	$1.6M	0.1%	Growth	Low	Ljubljana, Andorra	2026-10-22
Concurrent Investment Advisors, LLC	18,693	$1.5M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
KBC Group NV	18,524	$1.5M	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
MacKenzie Financial Corp	17,449	$1.4M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
State of Michigan Retirement System	17,174	$1.4M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Weil Company, Inc.	16,499	$1.4M	0.2%	ETF	Low	San Diego, CA	2026-10-14
Sumitomo Mitsui DS Asset Management Company, Ltd	16,114	$1.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
Wasatch Advisors LP	15,182	$1.2M	0.0%	GARP	Medium	Salt Lake City, UT	2026-10-13
Rakuten Securities, Inc.	15,131	$1.2M	0.3%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Oak Thistle LLC	13,359	$1.1M	0.1%	Value	Very High	New York, NY	2026-10-21
BI Asset Management Fondsmaeglerselskab A/S	13,149	$1.1M	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Oppenheimer & Co Inc	12,944	$1.1M	0.0%	Core	Low	New York, NY	2026-10-26
J. Safra Sarasin Holding AG	12,429	$1.0M	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Sparta 24 Ltd.	12,319	$1.0M	1.1%	Yield	High	Tirat Hacarmel, Luxembourg	2026-11-04
RFG Advisory, LLC	12,107	$994.8K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Diversified Trust Co	11,918	$979.3K	0.0%	Core	Low	Memphis, TN	2026-11-06
Sepio Capital, LP	10,959	$900.5K	0.0%	ETF	Low	Salt Lake City, UT	2026-10-22
Maryland State Retirement & Pension System	10,880	$894.0K	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Rakuten Investment Management, Inc.	10,835	$906.9K	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
Gulf International Bank (UK) Ltd	10,684	$877.0K	0.0%	Core	Very Low	London, United Kingdom	2026-10-20
Mirae Asset Global Investments Co., Ltd.	10,326	$848.5K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Ascentis Independent Advisors	10,309	$847.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
CIBC Asset Management Inc	9,892	$812.8K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
CenterBook Partners LP	9,830	$807.7K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
CoreCap Advisors, LLC	9,656	$793.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Vontobel Holding Ltd.	9,525	$782.7K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Prospera Financial Services Inc	9,293	$674.1K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Mesirow Financial Investment Management, Inc.	8,750	$719.0K	0.0%	Core	Low	Chicago, IL	2026-11-05
Applied Capital LLC	8,672	$712.6K	0.3%	Value	Low	Hollywood, FL	2026-10-07
Acorn Financial Advisory Services Inc	8,272	$679.8K	0.1%	ETF	Medium	Reston, VA	2026-11-02
Harbour Capital Advisors, LLC	8,110	$666.4K	0.1%	Growth	Low	Tysons Corner, VA	2026-10-13
Amalgamated Bank	8,001	$657.0K	0.0%	Core	Very Low	New York, NY	2026-10-23
Simplicity Wealth,LLC	7,415	$609.3K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Southern Financial Group, LLC	7,208	$592.3K	0.2%	ETF	Very Low	Birmingham, AL	2026-10-30
Ag2r LA Mondiale Gestion D'actifs	7,150	$587.5K	0.0%	Growth	Low	Paris, India	2026-10-26
Kestra Private Wealth Services, LLC	6,871	$564.6K	0.0%	Growth	Low	Austin, TX	2026-11-06
Mission Wealth Management, LP	6,800	$558.8K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
UniSuper Management Pty Ltd	6,493	$533.5K	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
Moors & Cabot, Inc.	6,286	$516.5K	0.0%	Core	Low	Boston, MA	2026-11-06
SLT Holdings LLC	6,130	$503.7K	0.3%	Growth	Medium	Scottsdale, AZ	2026-10-15
Pekin Hardy Strauss, Inc.	5,875	$482.7K	0.0%	Value	Medium	Chicago, IL	2026-11-02
Axxcess Wealth Management, LLC	5,561	$456.9K	0.0%	Core	Low	Carlsbad, CA	2026-10-21
North Dakota State Investment Board	5,477	$450.0K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
CFM Wealth Partners LLC	5,453	$448.1K	0.1%	Growth	Low	Austin, TX	2026-11-05
Ethic Inc.	5,361	$440.5K	0.0%	Core	Low	New York, NY	2026-11-03
Profund Advisors LLC	5,342	$439.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Sterling Capital Management LLC	5,160	$424.0K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Eddie Patel Inc	5,058	$415.6K	0.3%	GARP	Very High	Chicago, IL	2026-11-02
E. Ohman J:or Asset Management AB	5,040	$414.1K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab	4,890	$401.8K	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
SteelPeak Wealth, LLC	4,819	$396.0K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Praxis Investment Management Inc	4,767	$392.0K	0.0%	Core	Low	Goshen, IN	2026-11-03
Swedbank AB	4,671	$383.8K	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
KCM Investment Advisors LLC	4,455	$366.1K	0.0%	Core	Very Low	Greenbrae, CA	2026-10-27
Independent Financial Group, LLC	4,142	$340.3K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Capital Advisors Wealth Management, LLC	4,111	$337.8K	0.0%	ETF	Low	Yakima, WA	2026-10-09
180 Wealth Advisors, LLC	4,052	$333.0K	0.0%	Core	Low	Federal Way, WA	2026-11-03
Sapient Capital LLC	3,740	$307.3K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-08
B. Metzler seel. Sohn & Co. AG	3,700	$304.0K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Choreo, LLC	3,369	$276.8K	0.0%	Index	Low	Rockford, IL	2026-10-28
PNC Financial Services Group, Inc.	3,341	$274.5K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Avaii Wealth Management, LLC	3,287	$267.1K	0.1%	ETF	Medium	Appleton, WI	2026-10-09
Daymark Wealth Partners, LLC	3,202	$263.1K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
HUB Investment Partners, LLC	3,199	$262.9K	0.0%	Growth	Low	Austin, TX	2026-11-03
Prime Capital Investment Advisors, LLC	3,195	$262.5K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
Verdence Capital Advisors LLC	3,105	$255.1K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Signature Wealth Management Partners, LLC	3,047	$250.4K	0.1%	Growth	Very Low	Montvale, NJ	2026-10-21
Integrated Advisors Network LLC	2,942	$241.7K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Crestwood Advisors Group, LLC	2,939	$241.5K	0.0%	Growth	Low	Boston, MA	2026-10-27
Elevation Point Wealth Partners, LLC	2,932	$240.9K	0.0%	Core	High	Denver, CO	2026-11-05
Nicholas Hoffman & Company, Llc.	2,920	$239.9K	0.0%	ETF	Very Low	Atlanta, GA	2026-10-30
Everhart Financial Group, Inc.	2,915	$239.5K	0.0%	ETF	Low	Dublin, OH	2026-10-08
LBP AM SA	2,903	$238.5K	0.0%	Growth	Medium	Paris, India	2026-11-06
Howard Financial Services, Ltd.	2,883	$236.9K	0.0%	ETF	Low	Dallas, TX	2026-10-15
Eurizon Capital SGR S.p.A.	2,847	$233.9K	0.0%	Core	Medium	Milan, Latvia	2026-11-06
Thrivent Financial for Lutherans	2,826	$232.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
WT Wealth Management	2,733	$224.6K	0.1%	ETF	Medium	Scottsdale, AZ	2026-10-13
Synergy Asset Management, LLC	2,724	$223.8K	0.0%	Growth	High	Vancouver, WA	2026-11-05
Principal Financial Group Inc	2,695	$221.4K	0.0%	Core	Low	Des Moines, IA	2026-11-02
Sierra Summit Advisors LLC	2,687	$220.8K	0.0%	Agg Growth	High	Incline Village, NV	2026-10-28
GSG Advisors LLC	2,633	$216.4K	0.0%	ETF	Very Low	Mount Laurel, NJ	2026-11-03
Compound Planning, Inc.	2,584	$212.3K	0.0%	Core	Low	New York, NY	2026-11-05
Cache Advisors, LLC	2,580	$212.0K	0.0%	Agg Growth	Low	San Francisco, CA	2026-10-16
Nixon Peabody Trust Co	2,562	$210.5K	0.0%	Growth	Low	Boston, MA	2026-10-23
Merit Financial Group, LLC	2,526	$207.6K	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
Aries Wealth Management	2,510	$206.2K	0.0%	Core	Very Low	Portland, ME	2026-10-23
Rockline Wealth Management, LLC	2,500	$205.4K	0.0%	Growth	Low	Islip Terrace, NY	2026-10-26
IFP Advisors, Inc	2,498	$205.3K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Nisa Investment Advisors, LLC	2,249	$184.8K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
State of Wyoming	2,200	$180.8K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Farther Finance Advisors, LLC	2,175	$178.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Global X Japan Co., Ltd.	1,746	$143.5K	0.0%	Agg Growth	Medium	Chiyoda-Ku, Tokyo, Mexico	2026-10-21
Larson Financial Group LLC	1,595	$131.1K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Oslo Pensjonsforsikring AS	1,528	$125.6K	0.0%	Value	Low	Oslo, Norway	2026-10-15
Allworth Financial LP	1,370	$48.2K	0.0%	Index	Low	Folsom, CA	2026-11-06
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	1,278	$105.0K	0.0%	Growth	Medium	Warsaw, Russia	2026-10-21
City State Bank	1,200	$98.6K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
EverSource Wealth Advisors, LLC	1,183	$97.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Parallel Advisors, LLC	1,138	$93.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Tema Etfs LLC	1,111	$91.3K	0.0%	Growth	Medium	New York, NY	2026-10-16
Lanark Financial, Inc.	1,070	$87.9K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
ASR Vermogensbeheer N.V.	1,041	$85.5K	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Gamma Investing LLC	886	$72.8K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Franchise GP Ltd	870	$71.5K	0.0%	GARP	High	Grand Cayman, Germany	2026-10-16
UMB Bank, n.a.	856	$70.3K	0.0%	Core	Low	Kansas City, MO	2026-11-06
Compagnie Lombard Odier SCmA	810	$66.6K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Valley National Advisers Inc	702	$57.7K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Versant Capital Management, Inc	656	$53.9K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
TrinityBridge Ltd	640	$53.0K	0.0%	Momentum	Medium	London, United Kingdom	2026-10-30
TD Waterhouse Canada Inc.	625	$51.8K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Parkside Financial Bank & Trust	600	$49.3K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Heritage Family Offices, LLP	552	$45.4K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.	531	$43.6K	0.1%	Growth	Medium	Indianapolis, IN	2026-10-14
Elyxium Wealth, LLC	527	$43.3K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
First Horizon Corp	507	$41.7K	0.0%	Core	Low	Memphis, TN	2026-10-26
US Bancorp \de\	450	$37.0K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
GK Wealth Management LLC	437	$35.9K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Nfsg Corp	436	$35.8K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Cornerstone National Bank & Trust Co	413	$34.2K	0.0%	ETF	Medium	Palatine, IL	2026-10-20
Assetmark, Inc	393	$32.3K	0.0%	ETF	Low	Concord, CA	2026-10-21
Pinnacle Wealth Planning Services, Inc.	379	$31.1K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Albion Financial Group	372	$30.6K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Wilmington Savings Fund Society, FSB	300	$24.7K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Indiana Trust & Investment Management Co	280	$23.0K	0.0%	Growth	Low	Mishawaka, IN	2026-10-22
FNY Investment Advisers, LLC	267	$21	0.0%	Growth	Very High	New York, NY	2026-10-16
McCarley & Cook Financial Planners	267	$21.9K	0.0%	ETF	Low	Cincinnati, OH	2026-10-21
Harbor Investment Advisory, LLC	266	$21.9K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
WPG Advisers, LLC	248	$20.4K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Lodestone Wealth Management LLC	224	$18.4K	0.0%	Core	Low	Spokane, WA	2026-10-14
Grove Bank & Trust	221	$18.2K	0.0%	ETF	Low	Miami, FL	2026-10-08
Chilton Capital Management LLC	218	$17.9K	0.0%	Growth	Medium	Houston, TX	2026-10-28
High Point Wealth Management, LLC	215	$17.7K	0.0%	ETF	Low	Chester, NJ	2026-11-05
Wealth Enhancement Trust Services, Inc.	210	$17.3K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Clearstead Advisors, LLC	207	$17.0K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Laurel Wealth Advisors LLC	200	$16.4K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Raiffeisen Bank International AG	200	$16.7K	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
North Star Investment Management Corp.	200	$16.4K	0.0%	Core	Low	Chicago, IL	2026-10-27
CX Institutional	177	$15	0.0%	Core	Medium	Auburn, IN	2026-10-02
Gables Capital Management Inc.	165	$13.6K	0.0%	Growth	Very Low	Miami, FL	2026-11-04
University of Texas S AM Investment Management Co	160	$13.1K	0.0%	Core	High	Austin, TX	2026-11-03
Archer Investment Corp	153	$12.6K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Trifecta Capital Advisors, LLC	133	$10.9K	0.0%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Covestor Ltd	112	$9	0.0%	Value	High	London, United Kingdom	2026-10-30
High Note Wealth, LLC	110	$9.0K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Bullock Wealth Management Group	110	$9.1K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Zions Bancorporation, National Association	100	$8.2K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-06
First United Bank & Trust	100	$8.2K	0.0%	Core	Low	Oakland, MD	2026-10-22
Nova Financial LLC	100	$8.2K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Aspect Partners, LLC	93	$7.6K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Essential Partners LLC	89	$7.3K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
MassMutual Private Wealth & Trust, FSB	78	$6.4K	0.0%	Core	Low	Springfield, MA	2026-10-05
Polaris Financial Partners	76	$6	0.0%	Growth	N/A	Westerville, OH	2026-10-02
Hilltop National Bank	75	$6.2K	0.0%	Core	Low	Casper, WY	2026-10-14
Cromwell Holdings LLC	69	$5.7K	0.0%	Index	Low	Jackson, WY	2026-10-28
Pathway Financial Advisers, LLC	65	$5.3K	0.0%	Core	Low	Auburn, IN	2026-10-27
Golden State Wealth Management, LLC	64	$5.3K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Vima LLC	60	$4.9K	0.0%	Core	Low	Troy, MI	2026-10-23
GoalVest Advisory LLC	58	$4.8K	0.0%	ETF	Medium	New York, NY	2026-10-02
Avion Wealth	50	$4	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Rydar Equities, Inc.	50	$4.0K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Hughes Financial Services, LLC	49	$3.9K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Root Financial Partners, LLC	47	$3.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Toth Financial Advisory Corp	45	$3.7K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Transce3nd, LLC	43	$3.9K	0.0%	Growth	Low	Buda, TX	2026-10-26
West Paces Advisors Inc.	40	$3.3K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Provenance Wealth Advisors, LLC	38	$3.1K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Clearstead Trust, LLC	35	$2.9K	0.0%	Growth	Low	Portland, ME	2026-11-06
Bell Investment Advisors, Inc	32	$2.6K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Retirement Wealth Solutions LLC	28	$2.3K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Silver Grove Financial Group, Inc.	24	$2.0K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
UMB Private Wealth Management, LLC	24	$2.0K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
True Wealth Design, LLC	23	$1.9K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Jacobi Capital Management LLC	20	$1.6K	0.0%	Core	Low	Pittston, PA	2026-11-05
Fortis Group Advisors, LLC	20	$1.6K	0.0%	ETF	High	Westwood, NJ	2026-11-06
Three Bridge Wealth Advisors, LLC	16	$1.3K	0.0%	ETF	Low	Los Altos, CA	2026-11-05
Physician Wealth Advisors, Inc.	13	$1.1K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Wealth Analytics Partners, LLC	12	$986	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
Nvwm, LLC	12	$986	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Ascentis Wealth Management, LLC	12	$985	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Triumph Capital Management	10	$822	0.0%	ETF	Medium	Denver, CO	2026-10-14
Compass Financial Management LLC	10	$822	0.0%	Core	N/A	Tampa, FL	2026-10-30
Owl Creek Wealth Partners LLC	10	$822	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Blue Trust, Inc.	9	$740	0.0%	ETF	Low	Brentwood, TN	2026-10-15
MV Capital Management, Inc.	7	$576	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Marquette Asset Management, LLC	6	$494	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
Financial Consulate, Inc	6	$494	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Signature Equity Partners, LLC	5	$411	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Strategic Advocates LLC	4	$329	0.0%	Growth	Low	Sacramento, CA	2026-11-03
SJS Investment Consulting Inc.	4	$329	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Bare Financial Services, Inc	4	$329	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Align Financial, LLC	4	$329	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Manchester Capital Management LLC	3	$247	0.0%	Core	Low	Manchester, VT	2026-10-22
Signature Resources Capital Management, LLC	3	$242	0.0%	ETF	Low	Newport Beach, CA	2026-10-16
Creative Capital Management Investments LLC	2	$164	0.0%	ETF	Low	San Diego, CA	2026-10-28
TD Private Client Wealth LLC	2	$164	0.0%	ETF	Low	New York, NY	2026-10-28
Davis Capital Management	2	$164	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Planning Strategies Inc.	1	$82	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Evermay Wealth Management LLC	1	$83	0.0%	ETF	Low	Arlington, VA	2026-11-05
James T. Borello RIA	1	$82	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Balance Wealth Partners LLC	0	$0	0.0%	ETF	Medium	Worthington, OH	2026-10-27