Coreweave Inc (CRWV)

CUSIP: 21873S108 | NYSE | Technology · Software - Infrastructure | Large Cap | 1452 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/AMichael N Intrator with Omnadora Management LLC, Omnadora Capital LLC, Patricia A. Intrator, +3 more	50,981,160	10.1%	New 5%+ stake	Jun 30, 2026	No 13F filer matched
13G/AGoldman Sachs & Co. LLC

Institutional Holders — Q3 2026

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Geode Capital Management, LLC6,844,985

0.0% of portfolio$594.9M

Citigroup Inc3,210,437

0.1% of portfolio$279.7M

Sumitomo Mitsui Trust Group, Inc.2,288,909

0.1% of portfolio$199.4M

Barclays PLC1,785,891

0.0% of portfolio$155.6M

Bank of New York Mellon Corp1,166,732

0.0% of portfolio$101.6M

LPL Financial LLC1,120,118

0.0% of portfolio$97.6M

Dimensional Fund Advisors LP1,111,935

0.0% of portfolio$96.8M

Cisco Systems, Inc.1,063,980

31.5% of portfolio$92.7M

AXS Investments LLC1,055,515

8.9% of portfolio$92.0M

Amundi939,546

0.0% of portfolio$81.9M

Imc-Chicago, LLC659,432

0.0% of portfolio$57.4M

Deutsche Bank Ag\496,860

0.0% of portfolio$43.3M

Mitsubishi UFJ Asset Management Co., Ltd.474,889

0.0% of portfolio$41.4M

ProShare Advisors LLC444,714

0.1% of portfolio$38.7M

LBP AM SA408,105

0.3% of portfolio$35.6M

Mirae Asset Global Investments Co., Ltd.338,300

0.1% of portfolio$29.5M

Neos Investment Management LLC306,502

0.1% of portfolio$26.7M

WT Asset Management Ltd280,000

0.4% of portfolio$24.4M

Eulav Asset Management166,000

0.5% of portfolio$14.5M

Virginia Retirement Systems ET Al145,356

0.1% of portfolio$12.7M

Glynn Capital Management LLC133,275

3.5% of portfolio$11.6M

Commonwealth Equity Services, LLC127,981

0.0% of portfolio$11.1M

Russell Investments Group, Ltd.126,366

0.0% of portfolio$11.0M

GF Fund Management Co. Ltd.120,724

0.1% of portfolio$10.5M

Renaissance Capital LLC117,846

7.1% of portfolio$10.3M

Asset Management One Co., Ltd.117,390

0.0% of portfolio$10.2M

Daiwa Securities Group Inc.117,086

0.0% of portfolio$10.2M

Pictet Asset Management Holding SA113,508

0.0% of portfolio$9.9M

Exchange Traded Concepts, LLC101,963

0.0% of portfolio$8.9M

Fjarde Ap-Fonden TH Swedish National Pension Fund101,170

0.0% of portfolio$8.8M

Creative Planning99,097

0.0% of portfolio$8.6M

State of New Jersey Common Pension Fund D98,853

0.0% of portfolio$8.6M

CIBC Asset Management Inc96,084

0.0% of portfolio$8.4M

Compound Planning, Inc.95,688

0.2% of portfolio$8.3M

Wealth Enhancement Advisory Services, LLC94,838

0.0% of portfolio$7.3M

Nykredit A/S91,221

0.0% of portfolio$7.9M

Cushing Asset Management, LP dba NXG Investment Management88,000

0.4% of portfolio$7.7M

Quadrant Private Wealth Management, LLC86,770

1.0% of portfolio$7.6M

Arizona State Retirement System83,360

0.0% of portfolio$7.3M

Cambridge Investment Research Advisors, Inc.81,421

0.0% of portfolio$7.1M

Kornitzer Capital Management Inc78,151

0.1% of portfolio$6.8M

DekaBank Deutsche Girozentrale76,604

0.0% of portfolio$6.7M

PNC Financial Services Group, Inc.75,052

0.0% of portfolio$6.5M

Fiduciary Financial Group, LLC73,317

0.7% of portfolio$6.4M

Nfsg Corp73,227

0.7% of portfolio$6.4M

Xponance LLC70,101

0.0% of portfolio$6.1M

IFM Investors Pty Ltd69,244

0.0% of portfolio$6.0M

TD Waterhouse Canada Inc.64,439

0.0% of portfolio$5.7M

Robeco Institutional Asset Management B.V.64,425

0.0% of portfolio$5.6M

Leonteq Securities AG62,691

0.2% of portfolio$5.5M

Rakuten Investment Management, Inc.59,937

0.0% of portfolio$5.2M

SEB Asset Management AB57,248

0.0% of portfolio$5.0M

Sumitomo Mitsui DS Asset Management Company, Ltd57,104

0.0% of portfolio$5.0M

International Assets Investment Management, LLC55,789

0.3% of portfolio$4.9M

Royal Fund Management, LLC55,530

0.4% of portfolio$4.8M

Kestra Private Wealth Services, LLC55,223

0.1% of portfolio$4.8M

Kestra Advisory Services, LLC53,404

0.0% of portfolio$4.7M

IronBridge Private Wealth, LLC53,262

1.4% of portfolio$4.6M

iA Global Asset Management Inc.52,606

0.1% of portfolio$4.6M

Wolverine Asset Management LLC52,398

0.0% of portfolio$4.6M

Swedbank AB51,305

0.0% of portfolio$4.5M

Stackstone Wealth, LLC51,116

0.4% of portfolio$4.5M

RFG Advisory, LLC49,731

0.1% of portfolio$4.3M

Gryphon Financial Partners LLC49,710

0.4% of portfolio$4.3M

HB Wealth Management, LLC49,642

0.0% of portfolio$4.3M

Sovran Advisors, LLC48,258

0.2% of portfolio$2.9M

Broad Peak Investment Advisers Pte Ltd48,000

0.9% of portfolio$4.2M

Fulcrum Asset Management LLP47,606

0.2% of portfolio$4.1M

Vontobel Holding Ltd.47,533

0.0% of portfolio$4.1M

Praxis Investment Management Inc46,846

0.5% of portfolio$4.1M

OP Asset Management Ltd45,431

0.0% of portfolio$4.0M

PensionDanmark Pensionsforsikringsaktieselskab44,126

0.0% of portfolio$3.8M

Lake Street Private Wealth, LLC43,353

0.4% of portfolio$3.8M

Truist Financial Corp43,160

0.0% of portfolio$3.8M

Ahara Advisors LLC42,405

2.2% of portfolio$3.7M

McGuire Investment Group, LLC41,098

0.3% of portfolio$3.6M

Independent Financial Group, LLC40,438

0.1% of portfolio$3.5M

Warm Springs Advisors Inc.40,000

2.2% of portfolio$3.5M

Wealth Management Partners, LLC39,774

0.8% of portfolio$3.5M

Profund Advisors LLC39,396

0.1% of portfolio$3.4M

180 Wealth Advisors, LLC38,465

0.3% of portfolio$3.4M

Jefferies Financial Group Inc.37,850

0.0% of portfolio$3.3M

Prospera Financial Services Inc37,525

0.0% of portfolio$2.1M

SBI Securities Co., Ltd.36,314

0.1% of portfolio$3.2M

Independent Solutions Wealth Management, LLC36,110

0.4% of portfolio$3.1M

Rakuten Securities, Inc.35,542

0.9% of portfolio$3.1M

AGP Franklin, LLC35,363

1.3% of portfolio$3.1M

Compass Financial Management LLC35,252

0.3% of portfolio$3.1M

Greenup Street Wealth Management LLC35,127

0.4% of portfolio$3.1M

Swiss Life Asset Management Ltd34,844

0.0% of portfolio$3.0M

OAK Ridge Investments LLC34,783

0.2% of portfolio$3.0M

Crumly & Associates Inc.34,602

0.5% of portfolio$3.0M

Bochk Asset Management Ltd34,500

0.4% of portfolio$3.0M

MacKenzie Financial Corp34,245

0.0% of portfolio$3.0M

Principle Wealth Partners LLC32,770

0.1% of portfolio$2.9M

Inspire Investing, LLC32,547

0.1% of portfolio$2.8M

KBC Group NV31,488

0.0% of portfolio$2.7M

Ritholtz Wealth Management29,109

0.0% of portfolio$2.5M

Louisiana State Employees Retirement System28,900

0.0% of portfolio$2.5M

Concurrent Investment Advisors, LLC28,591

0.0% of portfolio$2.5M

Lighthouse Financial LLC26,788

1.1% of portfolio$2.3M

Meridian Wealth Management, LLC25,555

0.1% of portfolio$2.2M

Y-Intercept (Hong Kong) Ltd24,313

0.0% of portfolio$2.1M

Gulf International Bank (UK) Ltd23,207

0.1% of portfolio$2.0M

VestGen Advisors, LLC23,062

0.1% of portfolio$2.0M

AlphaCore Capital LLC22,887

0.0% of portfolio$2.0M

J. Safra Sarasin Holding AG21,825

0.0% of portfolio$1.9M

Amalgamated Bank21,704

0.0% of portfolio$1.9M

Eurizon Capital SGR S.p.A.21,124

0.0% of portfolio$1.8M

Nisa Investment Advisors, LLC20,869

0.0% of portfolio$1.8M

Ethic Inc.20,641

0.0% of portfolio$1.8M

Caitong International Asset Management Co., Ltd20,597

0.2% of portfolio$1.8M

Farther Finance Advisors, LLC20,353

0.0% of portfolio$1.8M

RHS Financial, LLC20,349

0.6% of portfolio$1.8M

Laurion Capital Management LP20,012

0.0% of portfolio$1.7M

Whitaker-Myers Wealth Managers, Ltd.19,920

0.3% of portfolio$1.7M

Herbst Group, LLC19,430

1.0% of portfolio$1.7M

Oppenheimer & Co Inc19,394

0.0% of portfolio$1.7M

Citizens Financial Group Inc19,232

0.0% of portfolio$1.7M

Maryland State Retirement & Pension System19,091

0.0% of portfolio$1.7M

Merit Financial Group, LLC19,067

0.0% of portfolio$1.7M

Capstone Capital Management Ltd18,677

0.7% of portfolio$1.6M

Candriam S.C.A.18,583

0.0% of portfolio$1.6M

Canvas Wealth Advisors, LLC18,551

0.1% of portfolio$1.1M

Means Investment Co., Inc.18,359

0.1% of portfolio$1.6M

BI Asset Management Fondsmaeglerselskab A/S18,229

0.0% of portfolio$1.6M

Savant Capital, LLC17,223

0.0% of portfolio$1.5M

Flagship Harbor Advisors, LLC16,804

0.1% of portfolio$1.5M

Floyd Financial Group LLC16,650

0.8% of portfolio$1.3M

Titleist Asset Management, LLC16,620

0.1% of portfolio$1.4M

RFG Holdings, Inc.16,539

0.3% of portfolio$1.4M

Castle Rock Wealth Management, LLC16,539

0.3% of portfolio$1.5M

Fideuram Asset Management (Ireland) dac16,515

0.0% of portfolio$1.2M

Axxcess Wealth Management, LLC16,249

0.1% of portfolio$1.4M

ASR Vermogensbeheer N.V.15,507

0.0% of portfolio$1.4M

China Universal Asset Management Co., Ltd.15,463

0.1% of portfolio$1.3M

PKO Investment Management Joint-Stock Co15,000

0.1% of portfolio$1.3M

Alps Advisors Inc14,460

0.0% of portfolio$1.3M

Level Four Advisory Services, LLC14,125

0.0% of portfolio$1.2M

Ag2r LA Mondiale Gestion D'actifs14,038

0.0% of portfolio$1.2M

Generali Asset Management SPA SGR13,643

0.0% of portfolio$1.2M

Huntleigh Advisors, Inc.13,380

0.2% of portfolio$1.2M

SLT Holdings LLC13,325

0.7% of portfolio$1.2M

Apollon Wealth Management, LLC13,110

0.0% of portfolio$1.1M

Triumph Capital Management12,755

0.2% of portfolio$1.1M

US Bancorp \de\12,593

0.0% of portfolio$1.1M

Brighton Jones LLC12,328

0.0% of portfolio$1.1M

Lido Advisors, LLC12,135

0.0% of portfolio$1.1M

Allworth Financial LP11,749

0.0% of portfolio$1.2M

Themes Management Co LLC11,718

0.7% of portfolio$1.0M

Focused Wealth Management, Inc11,601

0.1% of portfolio$1.0M

B. Riley Wealth Advisors, Inc.11,544

0.0% of portfolio$1.0M

Prevail Innovative Wealth Advisors, LLC11,515

0.1% of portfolio$1.0M

Chicago Partners Investment Group LLC11,495

0.0% of portfolio$623.4K

Milestone Asset Management, LLC11,421

0.2% of portfolio$995.0K

UniSuper Management Pty Ltd11,371

0.0% of portfolio$990.6K

United Advisor Group, LLC11,342

0.1% of portfolio$988.1K

Victory Financial Group, LLC11,334

0.1% of portfolio$987.4K

Uniting Wealth Partners, LLC11,319

0.2% of portfolio$986.1K

Cache Advisors, LLC11,300

0.1% of portfolio$984.5K

IFP Advisors, Inc11,178

0.0% of portfolio$973.8K

Sigma Planning Corp11,170

0.0% of portfolio$973.2K

Meadowbrook Wealth Management, LLC10,976

1.0% of portfolio$956.2K

Summit Securities Group LLC10,573

0.1% of portfolio$921.1K

Sowell Financial Services LLC10,526

0.0% of portfolio$917.0K

North Dakota State Investment Board10,291

0.0% of portfolio$896.6K

Machina Capital S.A.S.10,122

0.1% of portfolio$881.8K

HUB Investment Partners, LLC10,115

0.0% of portfolio$881.2K

MGO One Seven LLC10,106

0.0% of portfolio$880.4K

Krilogy Financial LLC9,447

0.0% of portfolio$758.2K

Visionary Wealth Advisors9,033

0.0% of portfolio$786.9K

Clearwave Capital, LLC8,987

0.4% of portfolio$782.9K

Thrivent Financial for Lutherans8,893

0.0% of portfolio$775.0K

Family Office Research LLC8,654

0.3% of portfolio$753.9K

TrueWealth Advisors, LLC8,637

0.2% of portfolio$752.5K

Howard Capital Management, LLC8,553

0.0% of portfolio$745.1K

Prime Capital Investment Advisors, LLC8,519

0.0% of portfolio$742.2K

May Hill Capital, LLC8,515

0.1% of portfolio$741.8K

Traynor Capital Management, Inc.8,425

0.0% of portfolio$733.9K

M.E. Allison & Co., Inc.8,210

0.4% of portfolio$715.3K

Brookstone Capital Management8,197

0.0% of portfolio$714.1K

Jamison Private Wealth Management, Inc.8,133

0.1% of portfolio$708.5K

Elevation Point Wealth Partners, LLC8,098

0.0% of portfolio$705.5K

SS&H Financial Advisors, Inc.8,050

0.4% of portfolio$701.0K

Magnus Financial Group LLC8,040

0.0% of portfolio$700.5K

EverSource Wealth Advisors, LLC8,036

0.0% of portfolio$700.1K

Kingswood Wealth Advisors, LLC7,832

0.0% of portfolio$682.3K

Parallel Advisors, LLC7,634

0.0% of portfolio$665.1K

SteelPeak Wealth, LLC7,567

0.0% of portfolio$659.2K

Investors Asset Management of Georgia Inc7,425

0.2% of portfolio$646.9K

Platform Technology Partners7,393

0.1% of portfolio$644.1K

Stiles Financial Services Inc7,335

0.2% of portfolio$639.0K

Rockline Wealth Management, LLC7,319

0.1% of portfolio$637.6K

Sigma Investment Counselors Inc7,305

0.0% of portfolio$636.4K

B. Metzler seel. Sohn & Co. AG7,285

0.0% of portfolio$634.7K

J.W. Cole Advisors, Inc.7,247

0.0% of portfolio$631.3K

Raiffeisen Bank International AG7,229

0.0% of portfolio$621.0K

E. Ohman J:or Asset Management AB7,040

0.0% of portfolio$613.3K

Pathway Wealth Management LLC6,952

0.4% of portfolio$605.7K

Interchange Capital Partners, LLC6,861

0.1% of portfolio$597.7K

Diversify Wealth Management, LLC6,834

0.0% of portfolio$476.3K

Diversify Advisory Services, LLC6,834

0.0% of portfolio$476.3K

WBI Investments, LLC6,811

0.2% of portfolio$593.4K

Global Assets Advisory, LLC6,725

0.1% of portfolio$590.5K

Signature Wealth Management Partners, LLC6,707

0.2% of portfolio$584.3K

State of Michigan Retirement System6,614

0.0% of portfolio$576.2K

Hudock, Inc.6,424

0.1% of portfolio$559.7K

Nations Financial Group Inc,6,382

0.0% of portfolio$556.0K

Clear Creek Financial Management, LLC6,314

0.0% of portfolio$550.1K

Creative Financial Designs Inc6,292

0.0% of portfolio$548.2K

Bosman Wealth Management, LLC6,239

0.3% of portfolio$543.5K

Yarbrough Capital, LLC6,190

0.0% of portfolio$539.3K

Activest Wealth Management6,093

0.1% of portfolio$530.8K

Park Avenue Securities LLC5,942

0.0% of portfolio$518.0K

NorthCrest Asset Manangement, LLC5,708

0.0% of portfolio$465.7K

Csenge Advisory Group5,688

0.0% of portfolio$495.5K

Choreo, LLC5,521

0.0% of portfolio$481.0K

NLB Skladi, upravljanje premozenja, d.o.o.5,481

0.0% of portfolio$477.5K

Evolution Wealth Advisors, LLC5,470

0.0% of portfolio$476.5K

CoreCap Advisors, LLC5,427

0.0% of portfolio$472.8K

Strs Ohio5,407

0.0% of portfolio$471.1K

Cardinal Point Capital Management ULC5,200

0.0% of portfolio$453.0K

111 Capital5,133

0.1% of portfolio$447.2K

Laurel OAK Wealth Management, LLC4,926

0.1% of portfolio$429.2K

AlphaStar Capital Management, LLC4,914

0.0% of portfolio$428.1K

Keeler Thomas Management LLC4,890

0.2% of portfolio$426.0K

Westside Investment Management, Inc.4,890

0.1% of portfolio$431.8K

Cane Capital Partners, LLC4,824

0.2% of portfolio$420.3K

Fifth Third Bancorp4,812

0.0% of portfolio$419.2K

Wealth Effects LLC4,660

0.1% of portfolio$406.0K

Dynamic Advisor Solutions LLC4,644

0.0% of portfolio$404.6K

PKS Advisory Services, LLC4,461

0.1% of portfolio$444.0K

Signaturefd, LLC4,438

0.0% of portfolio$386.6K

Advisor OS, LLC4,430

0.0% of portfolio$385.9K

Ascentis Independent Advisors4,374

0.0% of portfolio$381.0K

Cyndeo Wealth Partners, LLC4,360

0.0% of portfolio$379.8K

Piar LLC4,310

0.2% of portfolio$375.5K

Parcion Private Wealth LLC4,291

0.0% of portfolio$373.8K

TigerOak Management, L.L.C.4,274

0.1% of portfolio$372.4K

Baker Avenue Asset Management, LP4,269

0.0% of portfolio$371.9K

Wealthcare Advisory Partners LLC4,234

0.0% of portfolio$368.9K

Strengthening Families & Communities, LLC4,215

0.1% of portfolio$367.2K

Doliver Advisors, LP4,180

0.1% of portfolio$364.2K

Yousif Capital Management, LLC4,175

0.0% of portfolio$363.7K

Alessandra Capital Management, LLC4,127

0.3% of portfolio$359.5K

Snider Financial Group4,110

0.1% of portfolio$358.1K

Wedmont Private Capital4,103

0.0% of portfolio$334.7K

New York Life Investment Management LLC4,066

0.0% of portfolio$354.2K

Capital Advisors Wealth Management, LLC4,053

0.0% of portfolio$353.1K

Davenport & Co LLC3,995

0.0% of portfolio$348.1K

Frank, Rimerman Advisors LLC3,980

0.0% of portfolio$346.7K

Daymark Wealth Partners, LLC3,943

0.0% of portfolio$343.5K

Keystone Wealth Services, LLC3,834

0.1% of portfolio$329.5K

Joseph P. Lucia & Associates, LLC3,806

0.1% of portfolio$331.6K

Brown, Lisle Ings, Inc.3,785

0.1% of portfolio$329.7K

Balboa Wealth Partners3,781

0.0% of portfolio$329.4K

Cornerstone Wealth Management, LLC3,773

0.0% of portfolio$328.7K

Wedbush Securities Inc3,746

0.0% of portfolio$326.0K

Alchemi Wealth, LLC3,723

0.1% of portfolio$324.3K

D.A. Davidson & Co.3,695

0.0% of portfolio$321.9K

First Citizens Bank & Trust Co3,686

0.0% of portfolio$321.1K

MBL Wealth, LLC3,669

0.0% of portfolio$319.6K

Soltis Investment Advisors LLC3,662

0.0% of portfolio$319.1K

Aaron Wealth Advisors LLC3,628

0.0% of portfolio$316.1K

Fusion Capital, LLC3,627

0.1% of portfolio$316.0K

Rydar Equities, Inc.3,591

0.2% of portfolio$317.6K

Intrua Financial, LLC3,583

0.0% of portfolio$312.2K

Capital Investment Advisory Services, LLC3,513

0.0% of portfolio$306.1K

Tuttle Capital Management, LLC3,419

0.1% of portfolio$297.9K

Spirit of America Management Corp3,400

0.1% of portfolio$296.2K

Signature Equity Partners, LLC3,323

0.1% of portfolio$289.5K

Curated Wealth Partners LLC3,321

0.0% of portfolio$289.3K

Y.D. More Investments Ltd3,305

0.0% of portfolio$287.9K

CRA Financial Services, LLC3,287

0.0% of portfolio$286.4K

Avior Wealth Management, LLC3,256

0.0% of portfolio$283.7K

Mutual of America Capital Management LLC3,241

0.0% of portfolio$282.4K

Beacon Financial Group3,230

0.0% of portfolio$281.4K

Larson Financial Group LLC3,223

0.0% of portfolio$280.8K

Private Advisory Group LLC3,166

0.0% of portfolio$275.8K

Shikiar Asset Management Inc3,150

0.1% of portfolio$274.0K

Marietta Wealth Management, LLC3,118

0.0% of portfolio$205.1K

Quantum Private Wealth, LLC3,100

0.1% of portfolio$270.1K

Andina Capital Management, LLC3,094

0.4% of portfolio$269.5K

Cooper Financial Group3,066

0.0% of portfolio$267.1K

Perpetual Ltd3,053

0.0% of portfolio$266.0K

Moneco Advisors, LLC3,020

0.0% of portfolio$263.1K

Clarity Wealth Advisors, LLC3,000

0.0% of portfolio$261.4K

Quartz Partners, LLC2,948

0.1% of portfolio$256.8K

Cigna Investments Inc2,921

0.1% of portfolio$255.0K

WealthPlan Investment Management, LLC2,914

0.0% of portfolio$253.9K

Tactive Advisors, LLC2,907

0.1% of portfolio$253.3K

Mindset Wealth Management, LLC2,858

0.0% of portfolio$249.0K

Archford Capital Strategies, LLC2,836

0.0% of portfolio$247.1K

Money Concepts Capital Corp2,784

0.0% of portfolio$242.5K

Harbor Capital Advisors, Inc.2,783

0.0% of portfolio$242.0K

Legacy Capital Wealth Partners, LLC2,765

0.1% of portfolio$240.9K

Crossmark Global Holdings, Inc.2,753

0.0% of portfolio$239.8K

Portside Wealth Group, LLC2,738

0.0% of portfolio$238.5K

Cypress Wealth Services, LLC2,737

0.0% of portfolio$251.0K

Cornerstone Enterprises, LLC2,673

0.1% of portfolio$232.9K

Glenview Trust Co2,660

0.0% of portfolio$231.7K

Allegiance Financial Group Advisory Services LLC2,658

0.0% of portfolio$231.6K

Alta Advisers Ltd2,626

0.0% of portfolio$228.8K

Valeo Financial Advisors, LLC2,607

0.0% of portfolio$227.1K

Sutton Place Investors LLC2,605

0.1% of portfolio$226.9K

Dagco, Inc.2,591

0.0% of portfolio$225.7K

Cornerstone Planning Group LLC2,579

0.0% of portfolio$211.7K

Golden State Wealth Management, LLC2,571

0.0% of portfolio$224.0K

QTR Family Wealth, LLC2,554

0.1% of portfolio$222.5K

Integrity Alliance, Llc.2,535

0.0% of portfolio$220.8K

Howland Capital Management LLC2,501

0.0% of portfolio$217.9K

SAX Wealth Advisors, LLC2,500

0.0% of portfolio$217.8K

Simplicity Wealth,LLC2,491

0.0% of portfolio$217.0K

Cherry Creek Investment Advisors, Inc.2,442

0.1% of portfolio$212.7K

Haven Capital Group, Inc.2,436

0.2% of portfolio$212.2K

Forum Financial Management, LP2,426

0.0% of portfolio$211.3K

Hedges Asset Management LLC2,400

0.1% of portfolio$209.1K

FNY Investment Advisers, LLC2,397

0.2% of portfolio$208.0K

Atria Investments, Inc2,387

0.0% of portfolio$208.0K

Certuity, LLC2,367

0.0% of portfolio$206.2K

Evergreen Capital Management LLC2,365

0.0% of portfolio$206.0K

R Squared Ltd2,333

0.1% of portfolio$203.3K

Jacksonville Wealth Management, LLC2,331

0.1% of portfolio$203.1K

Allspring Global Investments Holdings, LLC2,322

0.0% of portfolio$205.7K

Apella Capital, LLC2,305

0.0% of portfolio$203.9K

Catalyst Private Wealth, LLC2,304

0.1% of portfolio$200.7K

Westover Capital Advisors, LLC2,300

0.0% of portfolio$200.4K

Blue Trust, Inc.2,267

0.0% of portfolio$197.5K

Noble Wealth Management PBC2,155

0.1% of portfolio$187.7K

Livforsakringsbolaget Skandia, Omsesidigt2,057

0.0% of portfolio$335.4K

William Mack & Associates, Inc.2,010

0.1% of portfolio$175.1K

Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,000

0.0% of portfolio$174.2K

Nemes Rush Group LLC1,908

0.0% of portfolio$166.2K

Clearstead Advisors, LLC1,828

0.0% of portfolio$159.3K

Bullock Wealth Management Group1,629

0.1% of portfolio$144.3K

Syntax Research, Inc.1,595

0.1% of portfolio$139.0K

CX Institutional1,582

0.0% of portfolio$138

Cedar Mountain Advisors, LLC1,425

0.0% of portfolio$124.1K

Toth Financial Advisory Corp1,355

0.0% of portfolio$118.0K

WPG Advisers, LLC1,329

0.1% of portfolio$115.8K

Gamma Investing LLC1,326

0.0% of portfolio$115.5K

Lanark Financial, Inc.1,316

0.0% of portfolio$114.7K

Versant Capital Management, Inc1,276

0.0% of portfolio$111.2K

Rothwell Investment Advisors, LLC1,249

0.1% of portfolio$108.8K

Essential Partners LLC1,245

0.0% of portfolio$108.5K

Provenance Wealth Advisors, LLC1,239

0.0% of portfolio$107.9K

Mcdonald Partners LLC1,116

0.0% of portfolio$97.2K

High Point Wealth Management, LLC1,105

0.1% of portfolio$96.3K

Thurston, Springer, Miller, Herd & Titak, Inc.1,098

0.2% of portfolio$95.6K

Southern Michigan Bank & Trust1,030

0.0% of portfolio$89.7K

Private Trust Co NA1,027

0.0% of portfolio$89.5K

Ascentis Wealth Management, LLC1,010

0.0% of portfolio$88.0K

SJS Investment Consulting Inc.1,003

0.0% of portfolio$87.4K

Vermillion Wealth Management, Inc.1,000

0.1% of portfolio$87.1K

GK Wealth Management LLC982

0.0% of portfolio$85.6K

First Command Advisory Services, Inc.958

0.0% of portfolio$83.5K

Pilgrim Partners Asia Pte Ltd880

0.0% of portfolio$76.7K

Birch Financial Group, LLC870

0.0% of portfolio$75.8K

Jacobi Capital Management LLC870

0.0% of portfolio$75.8K

Center for Financial Planning, Inc.864

0.0% of portfolio$75.3K

Foresight Capital Management Advisors, Inc.831

0.0% of portfolio$72.4K

Elyxium Wealth, LLC758

0.0% of portfolio$66.0K

True Wealth Design, LLC736

0.0% of portfolio$64.1K

Rossby Financial, LCC726

0.0% of portfolio$63.2K

Compagnie Lombard Odier SCmA725

0.0% of portfolio$63.2K

Sterling Capital Management LLC713

0.0% of portfolio$62.1K

Valley National Advisers Inc711

0.0% of portfolio$61.9K

Hilton Head Capital Partners, LLC698

0.0% of portfolio$60.8K

Elevation Wealth Partners, LLC680

0.0% of portfolio$59.2K

Bokf, NA665

0.0% of portfolio$57.9K

Armstrong Advisory Group, Inc658

0.0% of portfolio$57.3K

Moisand Fitzgerald Tamayo, LLC655

0.0% of portfolio$57.1K

Polaris Financial Partners646

0.0% of portfolio$56

Clearstead Trust, LLC628

0.0% of portfolio$54.7K

Holos Integrated Wealth LLC623

0.0% of portfolio$38.1K

UMB Bank, n.a.611

0.0% of portfolio$53.2K

Root Financial Partners, LLC591

0.0% of portfolio$51.5K

Parkside Financial Bank & Trust579

0.0% of portfolio$50.4K

City State Bank560

0.0% of portfolio$48.8K

Pathway Financial Advisers, LLC556

0.0% of portfolio$48.4K

Assetmark, Inc512

0.0% of portfolio$44.6K

Evolution Wealth Management Inc.500

0.0% of portfolio$43.6K

Cassaday & Co Wealth Management LLC499

0.0% of portfolio$43.5K

Physician Wealth Advisors, Inc.437

0.0% of portfolio$38.1K

Gilpin Wealth Management, LLC416

0.0% of portfolio$36.2K

Intesa Sanpaolo Wealth Management408

0.0% of portfolio$35.5K

Peterson Wealth Management406

0.0% of portfolio$35.4K

Peterson Wealth Services405

0.0% of portfolio$35.3K

Chilton Capital Management LLC362

0.0% of portfolio$31.5K

Murphy & Mullick Capital Management Corp315

0.0% of portfolio$27.4K

MassMutual Private Wealth & Trust, FSB307

0.0% of portfolio$26.7K

Nova Financial LLC300

0.0% of portfolio$26.1K

Vima LLC294

0.0% of portfolio$25.6K

Zions Bancorporation, National Association289

0.0% of portfolio$25.2K

Pinnacle Wealth Planning Services, Inc.271

0.0% of portfolio$23.6K

Harbor Investment Advisory, LLC268

0.0% of portfolio$23.3K

Global Trust Asset Management, LLC264

0.0% of portfolio$23.0K

Abound Wealth Management256

0.0% of portfolio$22.3K

Advocate Investing Services LLC250

0.0% of portfolio$21.8K

Pittenger & Anderson Inc250

0.0% of portfolio$21.8K

Lodestone Wealth Management LLC227

0.0% of portfolio$19.8K

Wealth Analytics Partners, LLC215

0.0% of portfolio$18.7K

GS Investments, Inc.214

0.0% of portfolio$18.6K

Highline Wealth Partners LLC208

0.0% of portfolio$18.1K

Quaker Wealth Management, LLC206

0.0% of portfolio$17.9K

Archer Investment Corp206

0.0% of portfolio$17.9K

Markowski Investments206

0.0% of portfolio$17.9K

Ameliora Wealth Management Ltd.205

0.0% of portfolio$17.9K

Marshall & Sterling Wealth Advisors Inc.200

0.0% of portfolio$17.4K

Costello Asset Management, Inc200

0.0% of portfolio$17.4K

Kings Path Partners LLC200

0.0% of portfolio$17.4K

Old Second National Bank of Aurora200

0.0% of portfolio$17.4K

Western Pacific Wealth Management, LP200

0.0% of portfolio$17.4K

Tower View Wealth Management LLC200

0.0% of portfolio$17.4K

Trellis Wealth Advisors LLC190

0.0% of portfolio$16.6K

Investors Research Corp185

0.0% of portfolio$16.1K

TrinityBridge Ltd183

0.0% of portfolio$16.0K

Covestor Ltd183

0.0% of portfolio$16.0K

North Star Investment Management Corp.168

0.0% of portfolio$14.6K

Wealth Enhancement Trust Services, Inc.167

0.0% of portfolio$14.5K

Hazlett, Burt & Watson, Inc.165

0.0% of portfolio$15

Catalyst Capital Advisors LLC160

0.0% of portfolio$13.9K

Latitude Advisors, LLC150

0.0% of portfolio$13.1K

Concord Wealth Partners143

0.0% of portfolio$12.5K

Fortitude Family Office, LLC141

0.0% of portfolio$12.3K

Washington Trust Advisors, Inc.140

0.0% of portfolio$12.2K

Montag A & Associates Inc136

0.0% of portfolio$11.8K

DiNuzzo Private Wealth, Inc.135

0.0% of portfolio$11.8K

Cromwell Holdings LLC132

0.0% of portfolio$11.5K

MJT & Associates Financial Advisory Group, Inc.125

0.0% of portfolio$10.9K

Kozak & Associates, Inc.113

0.0% of portfolio$7.2K

Manchester Capital Management LLC112

0.0% of portfolio$9.8K

Salomon & Ludwin, LLC104

0.0% of portfolio$9.1K

Adirondack Trust Co101

0.0% of portfolio$8.8K

Hoey Investments, Inc100

0.0% of portfolio$8.7K

Heritage Family Offices, LLP100

0.0% of portfolio$8.7K

Paladin Partners, LLC100

0.0% of portfolio$8.7K

Piscataqua Savings Bank100

0.0% of portfolio$8.7K

MTM Investment Management, LLC100

0.0% of portfolio$8.7K

Asset Dedication, LLC93

0.0% of portfolio$8.1K

Nvwm, LLC85

0.0% of portfolio$7.4K

Aspect Partners, LLC77

0.0% of portfolio$6.7K

Silver Grove Financial Group, Inc.76

0.0% of portfolio$6.6K

Capital Advisors, Ltd. LLC72

0.0% of portfolio$6

Trust Co of Toledo NA70

0.0% of portfolio$6.1K

PFS Partners, LLC70

0.0% of portfolio$6.1K

Avion Wealth60

0.0% of portfolio$5

Winch Advisory Services, LLC58

0.0% of portfolio$5.1K

Reap Financial Group, LLC57

0.0% of portfolio$5.0K

Bell Investment Advisors, Inc54

0.0% of portfolio$4.7K

TD Private Client Wealth LLC50

0.0% of portfolio$4.4K

Trust Co of Vermont50

0.0% of portfolio$4.4K

John Boyer, Inc.46

0.0% of portfolio$4.0K

Pinnacle Bancorp, Inc.45

0.0% of portfolio$3.9K

Olistico Wealth, LLC40

0.0% of portfolio$3.5K

MV Capital Management, Inc.38

0.0% of portfolio$3.3K

Proathlete Wealth Management LLC36

0.0% of portfolio$3.1K

Barrett & Company, Inc.35

0.0% of portfolio$3.0K

UMB Private Wealth Management, LLC32

0.0% of portfolio$2.8K

Quest 10 Wealth Builders, Inc.31

0.0% of portfolio$2.7K

Hurley Capital, LLC30

0.0% of portfolio$2.6K

Torren Management, LLC30

0.0% of portfolio$2.6K

High Note Wealth, LLC30

0.0% of portfolio$2.6K

Friedenthal Financial27

0.0% of portfolio$2.4K

Financial Perspectives, Inc25

0.0% of portfolio$2.2K

First United Bank & Trust25

0.0% of portfolio$2.2K

Atlantic Edge Private Wealth Management, LLC25

0.0% of portfolio$2.2K

Jnba Financial Advisors23

0.0% of portfolio$2.0K

Central Trust Co23

0.0% of portfolio$2.0K

Gen-Wealth Partners Inc19

0.0% of portfolio$1.7K

Pension & Wealth Management Advisors, Inc.16

0.0% of portfolio$1.4K

Financial Consulate, Inc16

0.0% of portfolio$1.4K

Canton Hathaway, LLC16

0.0% of portfolio$1.4K

Bare Financial Services, Inc15

0.0% of portfolio$1.3K

American Capital Advisory, LLC14

0.0% of portfolio$1.2K

James T. Borello RIA14

0.0% of portfolio$1.2K

Meriwether Wealth & Planning, LLC14

0.0% of portfolio$1.2K

Burk Holdings LLC12

0.0% of portfolio$1.0K

Clark Wealth Partners12

0.0% of portfolio$1.0K

Midwest Capital Advisors, LLC12

0.0% of portfolio$1.0K

Valued Wealth Advisors LLC10

0.0% of portfolio$872

Retirement Wealth Solutions LLC10

0.0% of portfolio$872

Planning Strategies Inc.9

0.0% of portfolio$784

Birchwood Financial Partners, Inc.5

0.0% of portfolio$436

Davis Capital Management4

0.0% of portfolio$348

Creative Capital Management Investments LLC3

0.0% of portfolio$261

Breakwater Investment Management3

0.0% of portfolio$262

NBH Bank3

0.0% of portfolio$261

Contravisory Investment Management, Inc.3

0.0% of portfolio$261

StrongBox Wealth, LLC3

0.0% of portfolio$261

Hughes Financial Services, LLC1

0.0% of portfolio$61

Downshift Financial, LLC1

0.0% of portfolio$87

Align Financial, LLC1

0.0% of portfolio$87

3 Factor Indexing, LLC1

0.0% of portfolio$88

				Style	Turnover	Location	Filed
Geode Capital Management, LLC	6,844,985	$594.9M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Citigroup Inc	3,210,437	$279.7M	0.1%	Core	Medium	New York, NY	2026-11-04
Sumitomo Mitsui Trust Group, Inc.	2,288,909	$199.4M	0.1%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Barclays PLC	1,785,891	$155.6M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Bank of New York Mellon Corp	1,166,732	$101.6M	0.0%	Core	Low	New York, NY	2026-11-05
LPL Financial LLC	1,120,118	$97.6M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Dimensional Fund Advisors LP	1,111,935	$96.8M	0.0%	Index	Low	Austin, TX	2026-11-04
Cisco Systems, Inc.	1,063,980	$92.7M	31.5%	Agg Growth	Very Low	San Jose, CA	2026-10-15
AXS Investments LLC	1,055,515	$92.0M	8.9%	Growth	Medium	Port Chester, NY	2026-11-04
Amundi	939,546	$81.9M	0.0%	Core	Medium	Paris, India	2026-11-06
Imc-Chicago, LLC	659,432	$57.4M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Deutsche Bank Ag\	496,860	$43.3M	0.0%	Core	Medium	Frankfurt Am Main, Hong Kong	2026-11-06
Mitsubishi UFJ Asset Management Co., Ltd.	474,889	$41.4M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
ProShare Advisors LLC	444,714	$38.7M	0.1%	Growth	Low	Bethesda, MD	2026-10-29
LBP AM SA	408,105	$35.6M	0.3%	Growth	Medium	Paris, India	2026-11-06
Mirae Asset Global Investments Co., Ltd.	338,300	$29.5M	0.1%	Growth	Low	Seoul, Malaysia	2026-11-03
Neos Investment Management LLC	306,502	$26.7M	0.1%	Index	Very Low	Westport, CT	2026-11-04
WT Asset Management Ltd	280,000	$24.4M	0.4%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-28
Eulav Asset Management	166,000	$14.5M	0.5%	Growth	Medium	Sarasota, FL	2026-10-23
Virginia Retirement Systems ET Al	145,356	$12.7M	0.1%	Core	Medium	Richmond, VA	2026-10-28
Glynn Capital Management LLC	133,275	$11.6M	3.5%	Agg Growth	High	Menlo Park, CA	2026-10-07
Commonwealth Equity Services, LLC	127,981	$11.1M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Russell Investments Group, Ltd.	126,366	$11.0M	0.0%	Core	Low	Seattle, WA	2026-11-06
GF Fund Management Co. Ltd.	120,724	$10.5M	0.1%	Agg Growth	Medium	Guangzhou, France	2026-10-26
Renaissance Capital LLC	117,846	$10.3M	7.1%	Agg Growth	High	Stamford, CT	2026-10-23
Asset Management One Co., Ltd.	117,390	$10.2M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Daiwa Securities Group Inc.	117,086	$10.2M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Pictet Asset Management Holding SA	113,508	$9.9M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Exchange Traded Concepts, LLC	101,963	$8.9M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Fjarde Ap-Fonden TH Swedish National Pension Fund	101,170	$8.8M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-15
Creative Planning	99,097	$8.6M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
State of New Jersey Common Pension Fund D	98,853	$8.6M	0.0%	Core	Low	Trenton, NJ	2026-11-05
CIBC Asset Management Inc	96,084	$8.4M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Compound Planning, Inc.	95,688	$8.3M	0.2%	Core	Low	New York, NY	2026-11-05
Wealth Enhancement Advisory Services, LLC	94,838	$7.3M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Nykredit A/S	91,221	$7.9M	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
Cushing Asset Management, LP dba NXG Investment Management	88,000	$7.7M	0.4%	Yield	Medium	Dallas, TX	2026-10-26
Quadrant Private Wealth Management, LLC	86,770	$7.6M	1.0%	Growth	Low	Center Valley, PA	2026-11-04
Arizona State Retirement System	83,360	$7.3M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Cambridge Investment Research Advisors, Inc.	81,421	$7.1M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Kornitzer Capital Management Inc	78,151	$6.8M	0.1%	Core	Low	Shawnee Mission, KS	2026-11-03
DekaBank Deutsche Girozentrale	76,604	$6.7M	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
PNC Financial Services Group, Inc.	75,052	$6.5M	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Fiduciary Financial Group, LLC	73,317	$6.4M	0.7%	ETF	Low	San Rafael, CA	2026-10-13
Nfsg Corp	73,227	$6.4M	0.7%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Xponance LLC	70,101	$6.1M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
IFM Investors Pty Ltd	69,244	$6.0M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
TD Waterhouse Canada Inc.	64,439	$5.7M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Robeco Institutional Asset Management B.V.	64,425	$5.6M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Leonteq Securities AG	62,691	$5.5M	0.2%	Core	High	Zurich, Switzerland	2026-10-29
Rakuten Investment Management, Inc.	59,937	$5.2M	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
SEB Asset Management AB	57,248	$5.0M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
Sumitomo Mitsui DS Asset Management Company, Ltd	57,104	$5.0M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
International Assets Investment Management, LLC	55,789	$4.9M	0.3%	Core	Very High	Orlando, FL	2026-11-02
Royal Fund Management, LLC	55,530	$4.8M	0.4%	Growth	Medium	Lady Lake, FL	2026-10-22
Kestra Private Wealth Services, LLC	55,223	$4.8M	0.1%	Growth	Low	Austin, TX	2026-11-06
Kestra Advisory Services, LLC	53,404	$4.7M	0.0%	Core	Low	Austin, TX	2026-11-02
IronBridge Private Wealth, LLC	53,262	$4.6M	1.4%	Agg Growth	Medium	Austin, TX	2026-11-03
iA Global Asset Management Inc.	52,606	$4.6M	0.1%	Growth	Medium	Quebec, Austria	2026-10-29
Wolverine Asset Management LLC	52,398	$4.6M	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Swedbank AB	51,305	$4.5M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Stackstone Wealth, LLC	51,116	$4.5M	0.4%	Core	N/A	Dubuque, IA	2026-10-19
RFG Advisory, LLC	49,731	$4.3M	0.1%	ETF	Medium	Birmingham, AL	2026-11-03
Gryphon Financial Partners LLC	49,710	$4.3M	0.4%	Index	Low	Columbus, OH	2026-11-04
HB Wealth Management, LLC	49,642	$4.3M	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Sovran Advisors, LLC	48,258	$2.9M	0.2%	ETF	Medium	San Diego, CA	2026-11-02
Broad Peak Investment Advisers Pte Ltd	48,000	$4.2M	0.9%	Agg Growth	High	Singapore, Turkey	2026-11-02
Fulcrum Asset Management LLP	47,606	$4.1M	0.2%	Core	Medium	London, United Kingdom	2026-11-04
Vontobel Holding Ltd.	47,533	$4.1M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Praxis Investment Management Inc	46,846	$4.1M	0.5%	Core	Low	Goshen, IN	2026-11-03
OP Asset Management Ltd	45,431	$4.0M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
PensionDanmark Pensionsforsikringsaktieselskab	44,126	$3.8M	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Lake Street Private Wealth, LLC	43,353	$3.8M	0.4%	Growth	Low	Chicago, IL	2026-10-22
Truist Financial Corp	43,160	$3.8M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Ahara Advisors LLC	42,405	$3.7M	2.2%	Growth	Low	Jersey City, NJ	2026-10-29
McGuire Investment Group, LLC	41,098	$3.6M	0.3%	Agg Growth	Low	Wakefield, RI	2026-10-23
Independent Financial Group, LLC	40,438	$3.5M	0.1%	Growth	Low	San Diego, CA	2026-10-13
Warm Springs Advisors Inc.	40,000	$3.5M	2.2%	Agg Growth	Medium	Larkspur, CA	2026-10-28
Wealth Management Partners, LLC	39,774	$3.5M	0.8%	Agg Growth	Low	Tucson, AZ	2026-10-21
Profund Advisors LLC	39,396	$3.4M	0.1%	Growth	Low	Bethesda, MD	2026-10-29
180 Wealth Advisors, LLC	38,465	$3.4M	0.3%	Core	Low	Federal Way, WA	2026-11-03
Jefferies Financial Group Inc.	37,850	$3.3M	0.0%	Core	Very High	New York, NY	2026-11-05
Prospera Financial Services Inc	37,525	$2.1M	0.0%	Core	Medium	Dallas, TX	2026-11-04
SBI Securities Co., Ltd.	36,314	$3.2M	0.1%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Independent Solutions Wealth Management, LLC	36,110	$3.1M	0.4%	Growth	Low	Williamsville, NY	2026-10-28
Rakuten Securities, Inc.	35,542	$3.1M	0.9%	Agg Growth	High	Tokyo, Mexico	2026-11-02
AGP Franklin, LLC	35,363	$3.1M	1.3%	Growth	Medium	Franklin, TN	2026-11-04
Compass Financial Management LLC	35,252	$3.1M	0.3%	Core	N/A	Tampa, FL	2026-10-30
Greenup Street Wealth Management LLC	35,127	$3.1M	0.4%	ETF	Medium	Overland Park, KS	2026-10-28
Swiss Life Asset Management Ltd	34,844	$3.0M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
OAK Ridge Investments LLC	34,783	$3.0M	0.2%	Momentum	Medium	Chicago, IL	2026-10-30
Crumly & Associates Inc.	34,602	$3.0M	0.5%	ETF	Medium	Springfield, IL	2026-10-07
Bochk Asset Management Ltd	34,500	$3.0M	0.4%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-29
MacKenzie Financial Corp	34,245	$3.0M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Principle Wealth Partners LLC	32,770	$2.9M	0.1%	Core	Very Low	Madison, CT	2026-11-02
Inspire Investing, LLC	32,547	$2.8M	0.1%	GARP	High	Meridian, ID	2026-10-22
KBC Group NV	31,488	$2.7M	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Ritholtz Wealth Management	29,109	$2.5M	0.0%	Index	Low	New York, NY	2026-11-05
Louisiana State Employees Retirement System	28,900	$2.5M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Concurrent Investment Advisors, LLC	28,591	$2.5M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Lighthouse Financial LLC	26,788	$2.3M	1.1%	Agg Growth	Low	Largo, FL	2026-10-23
Meridian Wealth Management, LLC	25,555	$2.2M	0.1%	Growth	Low	Lexington, KY	2026-11-05
Y-Intercept (Hong Kong) Ltd	24,313	$2.1M	0.0%	Value	Very High	Hong Kong, South Korea	2026-10-16
Gulf International Bank (UK) Ltd	23,207	$2.0M	0.1%	Core	Very Low	London, United Kingdom	2026-10-20
VestGen Advisors, LLC	23,062	$2.0M	0.1%	Growth	Medium	Chicago, IL	2026-10-27
AlphaCore Capital LLC	22,887	$2.0M	0.0%	ETF	Low	La Jolla, CA	2026-11-04
J. Safra Sarasin Holding AG	21,825	$1.9M	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Amalgamated Bank	21,704	$1.9M	0.0%	Core	Very Low	New York, NY	2026-10-23
Eurizon Capital SGR S.p.A.	21,124	$1.8M	0.0%	Core	Medium	Milan, Latvia	2026-11-06
Nisa Investment Advisors, LLC	20,869	$1.8M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Ethic Inc.	20,641	$1.8M	0.0%	Core	Low	New York, NY	2026-11-03
Caitong International Asset Management Co., Ltd	20,597	$1.8M	0.2%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Farther Finance Advisors, LLC	20,353	$1.8M	0.0%	Index	Low	San Francisco, CA	2026-10-08
RHS Financial, LLC	20,349	$1.8M	0.6%	ETF	Medium	San Francisco, CA	2026-10-13
Laurion Capital Management LP	20,012	$1.7M	0.0%	Growth	Very High	New York, NY	2026-10-30
Whitaker-Myers Wealth Managers, Ltd.	19,920	$1.7M	0.3%	ETF	Medium	Mansfield, OH	2026-10-09
Herbst Group, LLC	19,430	$1.7M	1.0%	Growth	High	Westport, CT	2026-10-20
Oppenheimer & Co Inc	19,394	$1.7M	0.0%	Core	Low	New York, NY	2026-10-26
Citizens Financial Group Inc	19,232	$1.7M	0.0%	Growth	Low	Providence, RI	2026-10-23
Maryland State Retirement & Pension System	19,091	$1.7M	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Merit Financial Group, LLC	19,067	$1.7M	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
Capstone Capital Management Ltd	18,677	$1.6M	0.7%	Growth	Very High	Hong Kong, South Korea	2026-10-21
Candriam S.C.A.	18,583	$1.6M	0.0%	Growth	Medium	Strassen, Netherlands	2026-11-03
Canvas Wealth Advisors, LLC	18,551	$1.1M	0.1%	Growth	Low	Shawnee, KS	2026-11-02
Means Investment Co., Inc.	18,359	$1.6M	0.1%	Growth	Very Low	Bangor, ME	2026-11-03
BI Asset Management Fondsmaeglerselskab A/S	18,229	$1.6M	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Savant Capital, LLC	17,223	$1.5M	0.0%	Index	Very Low	Rockford, IL	2026-11-06
Flagship Harbor Advisors, LLC	16,804	$1.5M	0.1%	ETF	Medium	Boston, MA	2026-10-26
Floyd Financial Group LLC	16,650	$1.3M	0.8%	Growth	Medium	Springfield, MO	2026-10-28
Titleist Asset Management, LLC	16,620	$1.4M	0.1%	ETF	Low	San Antonio, TX	2026-10-08
RFG Holdings, Inc.	16,539	$1.4M	0.3%	ETF	Low	Argyle, TX	2026-10-30
Castle Rock Wealth Management, LLC	16,539	$1.5M	0.3%	Growth	Medium	Walnut Creek, CA	2026-10-09
Fideuram Asset Management (Ireland) dac	16,515	$1.2M	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Axxcess Wealth Management, LLC	16,249	$1.4M	0.1%	Core	Low	Carlsbad, CA	2026-10-21
ASR Vermogensbeheer N.V.	15,507	$1.4M	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
China Universal Asset Management Co., Ltd.	15,463	$1.3M	0.1%	Growth	Medium	Shanghai, France	2026-10-28
PKO Investment Management Joint-Stock Co	15,000	$1.3M	0.1%	Growth	Medium	Warsaw, Russia	2026-10-19
Alps Advisors Inc	14,460	$1.3M	0.0%	Yield	Low	Denver, CO	2026-11-03
Level Four Advisory Services, LLC	14,125	$1.2M	0.0%	Core	Low	Dallas, TX	2026-11-06
Ag2r LA Mondiale Gestion D'actifs	14,038	$1.2M	0.0%	Growth	Low	Paris, India	2026-10-26
Generali Asset Management SPA SGR	13,643	$1.2M	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Huntleigh Advisors, Inc.	13,380	$1.2M	0.2%	Growth	Medium	St. Louis, MO	2026-11-03
SLT Holdings LLC	13,325	$1.2M	0.7%	Growth	Medium	Scottsdale, AZ	2026-10-15
Apollon Wealth Management, LLC	13,110	$1.1M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Triumph Capital Management	12,755	$1.1M	0.2%	ETF	Medium	Denver, CO	2026-10-14
US Bancorp \de\	12,593	$1.1M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Brighton Jones LLC	12,328	$1.1M	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Lido Advisors, LLC	12,135	$1.1M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Allworth Financial LP	11,749	$1.2M	0.0%	Index	Low	Folsom, CA	2026-11-06
Themes Management Co LLC	11,718	$1.0M	0.7%	GARP	Medium	Greenwich, CT	2026-10-29
Focused Wealth Management, Inc	11,601	$1.0M	0.1%	ETF	Low	Newburgh, NY	2026-10-30
B. Riley Wealth Advisors, Inc.	11,544	$1.0M	0.0%	Growth	Low	Memphis, TN	2026-10-13
Prevail Innovative Wealth Advisors, LLC	11,515	$1.0M	0.1%	Core	Very High	Leawood, KS	2026-10-20
Chicago Partners Investment Group LLC	11,495	$623.4K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Milestone Asset Management, LLC	11,421	$995.0K	0.2%	Growth	High	Pittsburgh, PA	2026-10-15
UniSuper Management Pty Ltd	11,371	$990.6K	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
United Advisor Group, LLC	11,342	$988.1K	0.1%	ETF	Low	Cincinnati, OH	2026-11-03
Victory Financial Group, LLC	11,334	$987.4K	0.1%	ETF	Low	Austin, TX	2026-10-27
Uniting Wealth Partners, LLC	11,319	$986.1K	0.2%	Core	Medium	Denver, CO	2026-11-06
Cache Advisors, LLC	11,300	$984.5K	0.1%	Agg Growth	Low	San Francisco, CA	2026-10-16
IFP Advisors, Inc	11,178	$973.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Sigma Planning Corp	11,170	$973.2K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Meadowbrook Wealth Management, LLC	10,976	$956.2K	1.0%	Growth	Medium	Garden City, NY	2026-10-08
Summit Securities Group LLC	10,573	$921.1K	0.1%	Core	Very High	New York, NY	2026-11-05
Sowell Financial Services LLC	10,526	$917.0K	0.0%	Core	Low	North Little Rock, AR	2026-10-23
North Dakota State Investment Board	10,291	$896.6K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Machina Capital S.A.S.	10,122	$881.8K	0.1%	Value	Very High	Paris, India	2026-11-05
HUB Investment Partners, LLC	10,115	$881.2K	0.0%	Growth	Low	Austin, TX	2026-11-03
MGO One Seven LLC	10,106	$880.4K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Krilogy Financial LLC	9,447	$758.2K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Visionary Wealth Advisors	9,033	$786.9K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
Clearwave Capital, LLC	8,987	$782.9K	0.4%	Growth	Low	Upland, CA	2026-10-27
Thrivent Financial for Lutherans	8,893	$775.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Family Office Research LLC	8,654	$753.9K	0.3%	ETF	Low	Bethesda, MD	2026-10-14
TrueWealth Advisors, LLC	8,637	$752.5K	0.2%	ETF	Medium	Birmingham, AL	2026-10-09
Howard Capital Management, LLC	8,553	$745.1K	0.0%	ETF	High	Alpharetta, GA	2026-10-16
Prime Capital Investment Advisors, LLC	8,519	$742.2K	0.0%	ETF	Low	Overland Park, KS	2026-10-20
May Hill Capital, LLC	8,515	$741.8K	0.1%	ETF	Low	Cohasset, MA	2026-11-03
Traynor Capital Management, Inc.	8,425	$733.9K	0.0%	Growth	Low	Malvern, PA	2026-10-29
M.E. Allison & Co., Inc.	8,210	$715.3K	0.4%	Core	Low	San Antonio, TX	2026-10-09
Brookstone Capital Management	8,197	$714.1K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Jamison Private Wealth Management, Inc.	8,133	$708.5K	0.1%	Growth	Very Low	Milton, GA	2026-10-14
Elevation Point Wealth Partners, LLC	8,098	$705.5K	0.0%	Core	High	Denver, CO	2026-11-05
SS&H Financial Advisors, Inc.	8,050	$701.0K	0.4%	Core	Very Low	Troy, MI	2026-10-28
Magnus Financial Group LLC	8,040	$700.5K	0.0%	ETF	Low	New York, NY	2026-10-21
EverSource Wealth Advisors, LLC	8,036	$700.1K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Kingswood Wealth Advisors, LLC	7,832	$682.3K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Parallel Advisors, LLC	7,634	$665.1K	0.0%	Index	Low	San Francisco, CA	2026-11-03
SteelPeak Wealth, LLC	7,567	$659.2K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Investors Asset Management of Georgia Inc	7,425	$646.9K	0.2%	GARP	Low	Atlanta, GA	2026-10-20
Platform Technology Partners	7,393	$644.1K	0.1%	Core	Very Low	Locust Valley, NY	2026-11-02
Stiles Financial Services Inc	7,335	$639.0K	0.2%	Growth	Low	Edina, MN	2026-10-30
Rockline Wealth Management, LLC	7,319	$637.6K	0.1%	Growth	Low	Islip Terrace, NY	2026-10-26
Sigma Investment Counselors Inc	7,305	$636.4K	0.0%	ETF	Low	Northville, MI	2026-10-27
B. Metzler seel. Sohn & Co. AG	7,285	$634.7K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
J.W. Cole Advisors, Inc.	7,247	$631.3K	0.0%	Index	Low	Tampa, FL	2026-11-05
Raiffeisen Bank International AG	7,229	$621.0K	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
E. Ohman J:or Asset Management AB	7,040	$613.3K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
Pathway Wealth Management LLC	6,952	$605.7K	0.4%	Agg Growth	Very Low	Dallas, TX	2026-10-19
Interchange Capital Partners, LLC	6,861	$597.7K	0.1%	Growth	Low	Pittsburgh, PA	2026-10-28
Diversify Wealth Management, LLC	6,834	$476.3K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	6,834	$476.3K	0.0%	Growth	Low	Sandy, UT	2026-10-20
WBI Investments, LLC	6,811	$593.4K	0.2%	Value	Very High	Red Bank, NJ	2026-11-05
Global Assets Advisory, LLC	6,725	$590.5K	0.1%	Growth	High	Orlando, FL	2026-10-28
Signature Wealth Management Partners, LLC	6,707	$584.3K	0.2%	Growth	Very Low	Montvale, NJ	2026-10-21
State of Michigan Retirement System	6,614	$576.2K	0.0%	Index	Low	East Lansing, MI	2026-10-27
Hudock, Inc.	6,424	$559.7K	0.1%	ETF	Low	Williamsport, PA	2026-10-14
Nations Financial Group Inc,	6,382	$556.0K	0.0%	Core	Low	Cedar Rapids, IA	2026-11-05
Clear Creek Financial Management, LLC	6,314	$550.1K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Creative Financial Designs Inc	6,292	$548.2K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Bosman Wealth Management, LLC	6,239	$543.5K	0.3%	Momentum	High	Redlands, CA	2026-10-28
Yarbrough Capital, LLC	6,190	$539.3K	0.0%	Agg Growth	Very Low	Franklin, TN	2026-10-19
Activest Wealth Management	6,093	$530.8K	0.1%	ETF	Low	Aventura, FL	2026-10-15
Park Avenue Securities LLC	5,942	$518.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
NorthCrest Asset Manangement, LLC	5,708	$465.7K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Csenge Advisory Group	5,688	$495.5K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Choreo, LLC	5,521	$481.0K	0.0%	Index	Low	Rockford, IL	2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.	5,481	$477.5K	0.0%	Growth	Low	Ljubljana, Andorra	2026-10-22
Evolution Wealth Advisors, LLC	5,470	$476.5K	0.0%	ETF	Low	Aventura, FL	2026-11-03
CoreCap Advisors, LLC	5,427	$472.8K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Strs Ohio	5,407	$471.1K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Cardinal Point Capital Management ULC	5,200	$453.0K	0.0%	Value	Low	Toronto, Australia	2026-10-21
111 Capital	5,133	$447.2K	0.1%	Core	Very High	Paris, India	2026-11-03
Laurel OAK Wealth Management, LLC	4,926	$429.2K	0.1%	Growth	Low	Marlton, NJ	2026-10-19
AlphaStar Capital Management, LLC	4,914	$428.1K	0.0%	ETF	Medium	Cornelius, NC	2026-10-16
Keeler Thomas Management LLC	4,890	$426.0K	0.2%	Core	High	Orem, UT	2026-10-29
Westside Investment Management, Inc.	4,890	$431.8K	0.1%	Growth	Low	Santa Monica, CA	2026-11-02
Cane Capital Partners, LLC	4,824	$420.3K	0.2%	Growth	Medium	St Francisville, LA	2026-10-23
Fifth Third Bancorp	4,812	$419.2K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Wealth Effects LLC	4,660	$406.0K	0.1%	Growth	Low	Boston, MA	2026-10-23
Dynamic Advisor Solutions LLC	4,644	$404.6K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
PKS Advisory Services, LLC	4,461	$444.0K	0.1%	ETF	Medium	Albany, NY	2026-10-26
Signaturefd, LLC	4,438	$386.6K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Advisor OS, LLC	4,430	$385.9K	0.0%	ETF	Medium	Chicago, IL	2026-11-03
Ascentis Independent Advisors	4,374	$381.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Cyndeo Wealth Partners, LLC	4,360	$379.8K	0.0%	Core	Medium	St. Petersburg, FL	2026-10-16
Piar LLC	4,310	$375.5K	0.2%	Momentum	Medium	Las Vegas, NV	2026-10-21
Parcion Private Wealth LLC	4,291	$373.8K	0.0%	Core	Medium	Bellevue, WA	2026-10-28
TigerOak Management, L.L.C.	4,274	$372.4K	0.1%	Growth	Very Low	Nashville, TN	2026-10-23
Baker Avenue Asset Management, LP	4,269	$371.9K	0.0%	Growth	Low	San Francisco, CA	2026-11-06
Wealthcare Advisory Partners LLC	4,234	$368.9K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Strengthening Families & Communities, LLC	4,215	$367.2K	0.1%	Core	Medium	Boston, MA	2026-10-21
Doliver Advisors, LP	4,180	$364.2K	0.1%	GARP	Low	Houston, TX	2026-10-01
Yousif Capital Management, LLC	4,175	$363.7K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Alessandra Capital Management, LLC	4,127	$359.5K	0.3%	Core	Medium	Torrance, CA	2026-10-30
Snider Financial Group	4,110	$358.1K	0.1%	Growth	Low	Bellevue, WA	2026-10-16
Wedmont Private Capital	4,103	$334.7K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
New York Life Investment Management LLC	4,066	$354.2K	0.0%	Growth	Low	New York, NY	2026-11-04
Capital Advisors Wealth Management, LLC	4,053	$353.1K	0.0%	ETF	Low	Yakima, WA	2026-10-09
Davenport & Co LLC	3,995	$348.1K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Frank, Rimerman Advisors LLC	3,980	$346.7K	0.0%	Growth	Low	Palo Alto, CA	2026-10-16
Daymark Wealth Partners, LLC	3,943	$343.5K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Keystone Wealth Services, LLC	3,834	$329.5K	0.1%	ETF	High	Palm Desert, CA	2026-11-03
Joseph P. Lucia & Associates, LLC	3,806	$331.6K	0.1%	ETF	Very Low	Yorktown Heights, NY	2026-10-30
Brown, Lisle Ings, Inc.	3,785	$329.7K	0.1%	Core	Very Low	Providence, RI	2026-10-16
Balboa Wealth Partners	3,781	$329.4K	0.0%	Agg Growth	Medium	Scottsdale, AZ	2026-10-20
Cornerstone Wealth Management, LLC	3,773	$328.7K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Wedbush Securities Inc	3,746	$326.0K	0.0%	Core	Low	Pasadena, CA	2026-10-22
Alchemi Wealth, LLC	3,723	$324.3K	0.1%	Core	Low	Essex, CT	2026-11-04
D.A. Davidson & Co.	3,695	$321.9K	0.0%	Core	Low	Great Falls, MT	2026-10-28
First Citizens Bank & Trust Co	3,686	$321.1K	0.0%	Core	Medium	Raleigh, NC	2026-10-14
MBL Wealth, LLC	3,669	$319.6K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
Soltis Investment Advisors LLC	3,662	$319.1K	0.0%	Core	Medium	St. George, UT	2026-10-28
Aaron Wealth Advisors LLC	3,628	$316.1K	0.0%	Growth	Medium	Chicago, IL	2026-10-13
Fusion Capital, LLC	3,627	$316.0K	0.1%	Growth	Low	Mt. Pleasant, SC	2026-10-28
Rydar Equities, Inc.	3,591	$317.6K	0.2%	Core	Very Low	Weatherford, TX	2026-10-13
Intrua Financial, LLC	3,583	$312.2K	0.0%	ETF	Medium	Houston, TX	2026-10-28
Capital Investment Advisory Services, LLC	3,513	$306.1K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
Tuttle Capital Management, LLC	3,419	$297.9K	0.1%	Growth	High	Riverside, CT	2026-10-21
Spirit of America Management Corp	3,400	$296.2K	0.1%	GARP	Low	Syosset, NY	2026-10-14
Signature Equity Partners, LLC	3,323	$289.5K	0.1%	Growth	Medium	Columbus, OH	2026-10-29
Curated Wealth Partners LLC	3,321	$289.3K	0.0%	GARP	Low	El Segundo, CA	2026-10-15
Y.D. More Investments Ltd	3,305	$287.9K	0.0%	Agg Growth	Medium	Ramat Gan, Luxembourg	2026-11-02
CRA Financial Services, LLC	3,287	$286.4K	0.0%	ETF	Very Low	Northfield, NJ	2026-10-16
Avior Wealth Management, LLC	3,256	$283.7K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Mutual of America Capital Management LLC	3,241	$282.4K	0.0%	Index	Low	New York, NY	2026-10-23
Beacon Financial Group	3,230	$281.4K	0.0%	ETF	Medium	Dallas, TX	2026-10-19
Larson Financial Group LLC	3,223	$280.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Private Advisory Group LLC	3,166	$275.8K	0.0%	Growth	Medium	Redmond, WA	2026-11-06
Shikiar Asset Management Inc	3,150	$274.0K	0.1%	Core	Medium	New York, NY	2026-10-20
Marietta Wealth Management, LLC	3,118	$205.1K	0.0%	Growth	Low	Marietta, GA	2026-10-22
Quantum Private Wealth, LLC	3,100	$270.1K	0.1%	Growth	Low	Tampa, FL	2026-10-20
Andina Capital Management, LLC	3,094	$269.5K	0.4%	ETF	Medium	Logan, UT	2026-10-21
Cooper Financial Group	3,066	$267.1K	0.0%	Growth	Medium	Irvine, CA	2026-10-07
Perpetual Ltd	3,053	$266.0K	0.0%	Value	Medium	Sydney, New South Wales, China	2026-10-13
Moneco Advisors, LLC	3,020	$263.1K	0.0%	ETF	Low	Fairfield, CT	2026-11-05
Clarity Wealth Advisors, LLC	3,000	$261.4K	0.0%	ETF	Very Low	San Jose, CA	2026-10-21
Quartz Partners, LLC	2,948	$256.8K	0.1%	GARP	Medium	Saratoga Springs, NY	2026-11-03
Cigna Investments Inc	2,921	$255.0K	0.1%	Core	Very Low	Bloomfield, CT	2026-10-19
WealthPlan Investment Management, LLC	2,914	$253.9K	0.0%	Growth	Medium	Omaha, NE	2026-10-15
Tactive Advisors, LLC	2,907	$253.3K	0.1%	ETF	High	Jacksonville, FL	2026-10-08
Mindset Wealth Management, LLC	2,858	$249.0K	0.0%	Agg Growth	Very Low	Indianapolis, IN	2026-10-19
Archford Capital Strategies, LLC	2,836	$247.1K	0.0%	Growth	Medium	Swansea, IL	2026-10-19
Money Concepts Capital Corp	2,784	$242.5K	0.0%	ETF	Medium	Palm Beach Gardens, FL	2026-11-06
Harbor Capital Advisors, Inc.	2,783	$242.0K	0.0%	Value	High	Chicago, IL	2026-10-22
Legacy Capital Wealth Partners, LLC	2,765	$240.9K	0.1%	Core	Medium	Little Rock, AR	2026-10-21
Crossmark Global Holdings, Inc.	2,753	$239.8K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Portside Wealth Group, LLC	2,738	$238.5K	0.0%	Core	Medium	Provo, UT	2026-10-20
Cypress Wealth Services, LLC	2,737	$251.0K	0.0%	ETF	Low	Palm Desert, CA	2026-10-21
Cornerstone Enterprises, LLC	2,673	$232.9K	0.1%	ETF	Medium	Appleton, WI	2026-10-15
Glenview Trust Co	2,660	$231.7K	0.0%	Growth	Very Low	Louisville, KY	2026-10-28
Allegiance Financial Group Advisory Services LLC	2,658	$231.6K	0.0%	ETF	Low	Vienna, VA	2026-11-02
Alta Advisers Ltd	2,626	$228.8K	0.0%	Growth	Low	London, United Kingdom	2026-11-02
Valeo Financial Advisors, LLC	2,607	$227.1K	0.0%	ETF	Low	Carmel, IN	2026-10-08
Sutton Place Investors LLC	2,605	$226.9K	0.1%	ETF	Low	Armonk, NY	2026-10-20
Dagco, Inc.	2,591	$225.7K	0.0%	ETF	Very Low	Westlake, OH	2026-10-20
Cornerstone Planning Group LLC	2,579	$211.7K	0.0%	ETF	Medium	Fairfield, NJ	2026-10-16
Golden State Wealth Management, LLC	2,571	$224.0K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
QTR Family Wealth, LLC	2,554	$222.5K	0.1%	Growth	Medium	Lake Mary, FL	2026-11-02
Integrity Alliance, Llc.	2,535	$220.8K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
Howland Capital Management LLC	2,501	$217.9K	0.0%	Core	Low	Boston, MA	2026-10-22
SAX Wealth Advisors, LLC	2,500	$217.8K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Simplicity Wealth,LLC	2,491	$217.0K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Cherry Creek Investment Advisors, Inc.	2,442	$212.7K	0.1%	Growth	Low	Englewood, CO	2026-10-14
Haven Capital Group, Inc.	2,436	$212.2K	0.2%	Agg Growth	Very Low	Montecito, CA	2026-10-13
Forum Financial Management, LP	2,426	$211.3K	0.0%	ETF	Low	Lombard, IL	2026-10-16
Hedges Asset Management LLC	2,400	$209.1K	0.1%	Yield	Low	Reno, NV	2026-10-29
FNY Investment Advisers, LLC	2,397	$208.0K	0.2%	Growth	Very High	New York, NY	2026-10-16
Atria Investments, Inc	2,387	$208.0K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Certuity, LLC	2,367	$206.2K	0.0%	GARP	Low	North Palm Beach, FL	2026-11-02
Evergreen Capital Management LLC	2,365	$206.0K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
R Squared Ltd	2,333	$203.3K	0.1%	Value	Very High	Hong Kong, South Korea	2026-11-06
Jacksonville Wealth Management, LLC	2,331	$203.1K	0.1%	ETF	Very Low	Jacksonville, FL	2026-10-30
Allspring Global Investments Holdings, LLC	2,322	$205.7K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Apella Capital, LLC	2,305	$203.9K	0.0%	ETF	Very Low	West Hartford, CT	2026-10-08
Catalyst Private Wealth, LLC	2,304	$200.7K	0.1%	ETF	Very Low	San Mateo, CA	2026-10-13
Westover Capital Advisors, LLC	2,300	$200.4K	0.0%	Momentum	Low	Wilmington, DE	2026-10-26
Blue Trust, Inc.	2,267	$197.5K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Noble Wealth Management PBC	2,155	$187.7K	0.1%	Yield	Medium	Greenwood Village, CO	2026-10-01
Livforsakringsbolaget Skandia, Omsesidigt	2,057	$335.4K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
William Mack & Associates, Inc.	2,010	$175.1K	0.1%	ETF	Low	Troy, MI	2026-10-27
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	2,000	$174.2K	0.0%	Core	High	Turin, Latvia	2026-10-22
Nemes Rush Group LLC	1,908	$166.2K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Clearstead Advisors, LLC	1,828	$159.3K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Bullock Wealth Management Group	1,629	$144.3K	0.1%	Growth	Low	Bloomington, IN	2026-10-09
Syntax Research, Inc.	1,595	$139.0K	0.1%	ETF	Medium	Boca Raton, FL	2026-11-04
CX Institutional	1,582	$138	0.0%	Core	Medium	Auburn, IN	2026-10-02
Cedar Mountain Advisors, LLC	1,425	$124.1K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Toth Financial Advisory Corp	1,355	$118.0K	0.0%	Core	Low	Leesburg, VA	2026-10-08
WPG Advisers, LLC	1,329	$115.8K	0.1%	Core	Low	Baltimore, MD	2026-10-27
Gamma Investing LLC	1,326	$115.5K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Lanark Financial, Inc.	1,316	$114.7K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Versant Capital Management, Inc	1,276	$111.2K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Rothwell Investment Advisors, LLC	1,249	$108.8K	0.1%	N/A	N/A	Salem, MA	2026-11-06
Essential Partners LLC	1,245	$108.5K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Provenance Wealth Advisors, LLC	1,239	$107.9K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Mcdonald Partners LLC	1,116	$97.2K	0.0%	Core	Low	Cleveland, OH	2026-11-03
High Point Wealth Management, LLC	1,105	$96.3K	0.1%	ETF	Low	Chester, NJ	2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.	1,098	$95.6K	0.2%	Growth	Medium	Indianapolis, IN	2026-10-14
Southern Michigan Bank & Trust	1,030	$89.7K	0.0%	ETF	Low	Coldwater, MI	2026-10-19
Private Trust Co NA	1,027	$89.5K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Ascentis Wealth Management, LLC	1,010	$88.0K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
SJS Investment Consulting Inc.	1,003	$87.4K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Vermillion Wealth Management, Inc.	1,000	$87.1K	0.1%	Value	Low	Rosemount, MN	2026-10-26
GK Wealth Management LLC	982	$85.6K	0.0%	GARP	Very High	Reno, NV	2026-10-09
First Command Advisory Services, Inc.	958	$83.5K	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Pilgrim Partners Asia Pte Ltd	880	$76.7K	0.0%	ETF	Medium	Singapore, Turkey	2026-10-29
Birch Financial Group, LLC	870	$75.8K	0.0%	Core	Low	Keene, NH	2026-10-27
Jacobi Capital Management LLC	870	$75.8K	0.0%	Core	Low	Pittston, PA	2026-11-05
Center for Financial Planning, Inc.	864	$75.3K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Foresight Capital Management Advisors, Inc.	831	$72.4K	0.0%	Core	Medium	Saline, MI	2026-10-27
Elyxium Wealth, LLC	758	$66.0K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
True Wealth Design, LLC	736	$64.1K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Rossby Financial, LCC	726	$63.2K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Compagnie Lombard Odier SCmA	725	$63.2K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Sterling Capital Management LLC	713	$62.1K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Valley National Advisers Inc	711	$61.9K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Hilton Head Capital Partners, LLC	698	$60.8K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Elevation Wealth Partners, LLC	680	$59.2K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Bokf, NA	665	$57.9K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Armstrong Advisory Group, Inc	658	$57.3K	0.0%	ETF	High	Needham, MA	2026-10-09
Moisand Fitzgerald Tamayo, LLC	655	$57.1K	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Polaris Financial Partners	646	$56	0.0%	Growth	N/A	Westerville, OH	2026-10-02
Clearstead Trust, LLC	628	$54.7K	0.0%	Growth	Low	Portland, ME	2026-11-06
Holos Integrated Wealth LLC	623	$38.1K	0.0%	ETF	Low	Kennett Square, PA	2026-10-23
UMB Bank, n.a.	611	$53.2K	0.0%	Core	Low	Kansas City, MO	2026-11-06
Root Financial Partners, LLC	591	$51.5K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Parkside Financial Bank & Trust	579	$50.4K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
City State Bank	560	$48.8K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Pathway Financial Advisers, LLC	556	$48.4K	0.0%	Core	Low	Auburn, IN	2026-10-27
Assetmark, Inc	512	$44.6K	0.0%	ETF	Low	Concord, CA	2026-10-21
Evolution Wealth Management Inc.	500	$43.6K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Cassaday & Co Wealth Management LLC	499	$43.5K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Physician Wealth Advisors, Inc.	437	$38.1K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Gilpin Wealth Management, LLC	416	$36.2K	0.0%	Growth	Low	Denver, CO	2026-10-09
Intesa Sanpaolo Wealth Management	408	$35.5K	0.0%	Growth	Medium	Luxembourg, Netherlands	2026-10-28
Peterson Wealth Management	406	$35.4K	0.0%	ETF	Medium	Sparks, NV	2026-11-06
Peterson Wealth Services	405	$35.3K	0.0%	Growth	High	South Ogden, UT	2026-10-26
Chilton Capital Management LLC	362	$31.5K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Murphy & Mullick Capital Management Corp	315	$27.4K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
MassMutual Private Wealth & Trust, FSB	307	$26.7K	0.0%	Core	Low	Springfield, MA	2026-10-05
Nova Financial LLC	300	$26.1K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Vima LLC	294	$25.6K	0.0%	Core	Low	Troy, MI	2026-10-23
Zions Bancorporation, National Association	289	$25.2K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-06
Pinnacle Wealth Planning Services, Inc.	271	$23.6K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Harbor Investment Advisory, LLC	268	$23.3K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Global Trust Asset Management, LLC	264	$23.0K	0.0%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
Abound Wealth Management	256	$22.3K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Advocate Investing Services LLC	250	$21.8K	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Pittenger & Anderson Inc	250	$21.8K	0.0%	Core	Low	Lincoln, NE	2026-11-02
Lodestone Wealth Management LLC	227	$19.8K	0.0%	Core	Low	Spokane, WA	2026-10-14
Wealth Analytics Partners, LLC	215	$18.7K	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
GS Investments, Inc.	214	$18.6K	0.0%	Core	Very Low	Eagan, MN	2026-11-05
Highline Wealth Partners LLC	208	$18.1K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Quaker Wealth Management, LLC	206	$17.9K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Archer Investment Corp	206	$17.9K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Markowski Investments	206	$17.9K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
Ameliora Wealth Management Ltd.	205	$17.9K	0.0%	ETF	Low	Zurich, Switzerland	2026-10-23
Marshall & Sterling Wealth Advisors Inc.	200	$17.4K	0.0%	ETF	Medium	Poughkeepsie, NY	2026-10-28
Costello Asset Management, Inc	200	$17.4K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Kings Path Partners LLC	200	$17.4K	0.0%	ETF	Very Low	Sugar Land, TX	2026-10-21
Old Second National Bank of Aurora	200	$17.4K	0.0%	Core	Low	Aurora, IL	2026-10-22
Western Pacific Wealth Management, LP	200	$17.4K	0.0%	Growth	Low	Lake Forest, IL	2026-10-16
Tower View Wealth Management LLC	200	$17.4K	0.0%	Momentum	Medium	Shorewood, WI	2026-10-23
Trellis Wealth Advisors LLC	190	$16.6K	0.0%	ETF	Very Low	San Luis Obispo, CA	2026-10-19
Investors Research Corp	185	$16.1K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
TrinityBridge Ltd	183	$16.0K	0.0%	Momentum	Medium	London, United Kingdom	2026-10-30
Covestor Ltd	183	$16.0K	0.0%	Value	High	London, United Kingdom	2026-10-30
North Star Investment Management Corp.	168	$14.6K	0.0%	Core	Low	Chicago, IL	2026-10-27
Wealth Enhancement Trust Services, Inc.	167	$14.5K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Hazlett, Burt & Watson, Inc.	165	$15	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Catalyst Capital Advisors LLC	160	$13.9K	0.0%	ETF	Very Low	San Juan, PR	2026-11-02
Latitude Advisors, LLC	150	$13.1K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Concord Wealth Partners	143	$12.5K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Fortitude Family Office, LLC	141	$12.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Washington Trust Advisors, Inc.	140	$12.2K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Montag A & Associates Inc	136	$11.8K	0.0%	Core	Low	Atlanta, GA	2026-10-29
DiNuzzo Private Wealth, Inc.	135	$11.8K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Cromwell Holdings LLC	132	$11.5K	0.0%	Index	Low	Jackson, WY	2026-10-28
MJT & Associates Financial Advisory Group, Inc.	125	$10.9K	0.0%	ETF	Low	Montevideo, MN	2026-10-07
Kozak & Associates, Inc.	113	$7.2K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Manchester Capital Management LLC	112	$9.8K	0.0%	Core	Low	Manchester, VT	2026-10-22
Salomon & Ludwin, LLC	104	$9.1K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Adirondack Trust Co	101	$8.8K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Hoey Investments, Inc	100	$8.7K	0.0%	Agg Growth	Low	Coatesville, PA	2026-10-29
Heritage Family Offices, LLP	100	$8.7K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Paladin Partners, LLC	100	$8.7K	0.0%	ETF	Very Low	Hartland, WI	2026-10-06
Piscataqua Savings Bank	100	$8.7K	0.0%	Core	Very Low	Portsmouth, NH	2026-10-21
MTM Investment Management, LLC	100	$8.7K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
Asset Dedication, LLC	93	$8.1K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Nvwm, LLC	85	$7.4K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Aspect Partners, LLC	77	$6.7K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Silver Grove Financial Group, Inc.	76	$6.6K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Capital Advisors, Ltd. LLC	72	$6	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Trust Co of Toledo NA	70	$6.1K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
PFS Partners, LLC	70	$6.1K	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Avion Wealth	60	$5	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Winch Advisory Services, LLC	58	$5.1K	0.0%	Growth	Very Low	Appleton, WI	2026-11-06
Reap Financial Group, LLC	57	$5.0K	0.0%	ETF	Low	Austin, TX	2026-11-02
Bell Investment Advisors, Inc	54	$4.7K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
TD Private Client Wealth LLC	50	$4.4K	0.0%	ETF	Low	New York, NY	2026-10-28
Trust Co of Vermont	50	$4.4K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
John Boyer, Inc.	46	$4.0K	0.0%	ETF	Medium	Tampa, FL	2026-10-27
Pinnacle Bancorp, Inc.	45	$3.9K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Olistico Wealth, LLC	40	$3.5K	0.0%	Growth	Very Low	Tulsa, OK	2026-10-05
MV Capital Management, Inc.	38	$3.3K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Proathlete Wealth Management LLC	36	$3.1K	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Barrett & Company, Inc.	35	$3.0K	0.0%	ETF	Low	Providence, RI	2026-10-22
UMB Private Wealth Management, LLC	32	$2.8K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Quest 10 Wealth Builders, Inc.	31	$2.7K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Hurley Capital, LLC	30	$2.6K	0.0%	GARP	Medium	New York, NY	2026-11-05
Torren Management, LLC	30	$2.6K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
High Note Wealth, LLC	30	$2.6K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Friedenthal Financial	27	$2.4K	0.0%	ETF	High	Marlton, NJ	2026-10-27
Financial Perspectives, Inc	25	$2.2K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
First United Bank & Trust	25	$2.2K	0.0%	Core	Low	Oakland, MD	2026-10-22
Atlantic Edge Private Wealth Management, LLC	25	$2.2K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Jnba Financial Advisors	23	$2.0K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Central Trust Co	23	$2.0K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Gen-Wealth Partners Inc	19	$1.7K	0.0%	Core	Low	Zeeland, MI	2026-11-04
Pension & Wealth Management Advisors, Inc.	16	$1.4K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Financial Consulate, Inc	16	$1.4K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Canton Hathaway, LLC	16	$1.4K	0.0%	Value	Low	Providence, RI	2026-10-23
Bare Financial Services, Inc	15	$1.3K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
American Capital Advisory, LLC	14	$1.2K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
James T. Borello RIA	14	$1.2K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Meriwether Wealth & Planning, LLC	14	$1.2K	0.0%	ETF	Medium	Minden, LA	2026-10-13
Burk Holdings LLC	12	$1.0K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Clark Wealth Partners	12	$1.0K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Midwest Capital Advisors, LLC	12	$1.0K	0.0%	ETF	High	Grand Rapids, MI	2026-11-04
Valued Wealth Advisors LLC	10	$872	0.0%	Index	Very Low	Holladay, UT	2026-11-05
Retirement Wealth Solutions LLC	10	$872	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Planning Strategies Inc.	9	$784	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Birchwood Financial Partners, Inc.	5	$436	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Davis Capital Management	4	$348	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Creative Capital Management Investments LLC	3	$261	0.0%	ETF	Low	San Diego, CA	2026-10-28
Breakwater Investment Management	3	$262	0.0%	ETF	Low	Seattle, WA	2026-10-20
NBH Bank	3	$261	0.0%	Core	N/A	Greenwood Village, CO	2026-11-05
Contravisory Investment Management, Inc.	3	$261	0.0%	Momentum	High	Norwell, MA	2026-10-13
StrongBox Wealth, LLC	3	$261	0.0%	Growth	Low	Lee'S Summit, MO	2026-11-02
Hughes Financial Services, LLC	1	$61	0.0%	ETF	Low	Herndon, VA	2026-10-30
Downshift Financial, LLC	1	$87	0.0%	ETF	Low	Boulder, CO	2026-10-13
Align Financial, LLC	1	$87	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
3 Factor Indexing, LLC	1	$88	0.0%	ETF	Low	Sacramento, CA	2026-10-15