Core Scientific Inc (CORZ)

CUSIP: 21874A106 | NYSE | Technology · Software - Infrastructure | Mid Cap | 819 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
13GMFN Partners Management, LLC	24,488,600	7.6%	New 5%+ stake	Oct 13, 2026	No 13F filer matched
13GKenneth Griffin with Citadel Securities GP LLC, Citadel Securities Group LP, Citadel Securities LLC, +3 more

Institutional Holders — Q3 2026

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Two Seas Capital LP11,425,928

2.1% of portfolio$182.6M

Ascentis Wealth Management, LLC7,281,990

19.2% of portfolio$116.4M

Fifth Third Bancorp3,998,671

0.1% of portfolio$63.9M

Bank of New York Mellon Corp1,070,316

0.0% of portfolio$17.1M

Capelight Capital Asset Management LP945,582

5.9% of portfolio$15.1M

Citigroup Inc646,444

0.0% of portfolio$10.3M

Mutual of America Capital Management LLC547,710

0.1% of portfolio$8.8M

Nations Financial Group Inc,439,939

0.3% of portfolio$7.0M

Cushing Asset Management, LP dba NXG Investment Management389,800

0.3% of portfolio$6.2M

Gateway Investment Advisers LLC346,545

0.1% of portfolio$5.5M

Concurrent Investment Advisors, LLC286,836

0.0% of portfolio$4.6M

Imc-Chicago, LLC252,654

0.0% of portfolio$4.0M

AXS Investments LLC246,355

0.4% of portfolio$3.9M

DE Burlo Group Inc204,800

0.6% of portfolio$3.3M

Jefferies Financial Group Inc.166,334

0.0% of portfolio$2.7M

Allspring Global Investments Holdings, LLC162,188

0.0% of portfolio$2.7M

Exchange Traded Concepts, LLC153,596

0.0% of portfolio$2.5M

Covestor Ltd116,647

3.5% of portfolio$1.9M

Moody National Bank Trust Division114,699

0.2% of portfolio$1.8M

Creative Planning111,953

0.0% of portfolio$1.8M

Dimensional Fund Advisors LP108,013

0.0% of portfolio$1.7M

Moody Aldrich Partners LLC96,413

0.3% of portfolio$1.5M

State of New Jersey Common Pension Fund D84,949

0.0% of portfolio$1.4M

Perigon Wealth Management, LLC84,133

0.0% of portfolio$1.3M

Silverleafe Capital Partners, LLC72,950

0.3% of portfolio$1.2M

Caitong International Asset Management Co., Ltd71,950

0.1% of portfolio$1.1M

Arizona State Retirement System71,619

0.0% of portfolio$1.1M

Prospera Financial Services Inc67,619

0.0% of portfolio$895.8K

Cambridge Investment Research Advisors, Inc.44,022

0.0% of portfolio$703.0K

ProShare Advisors LLC40,576

0.0% of portfolio$648.4K

GoalVest Advisory LLC40,100

0.1% of portfolio$640.8K

Pictet Asset Management Holding SA39,917

0.0% of portfolio$637.9K

Nisa Investment Advisors, LLC37,982

0.0% of portfolio$607.0K

Vontobel Holding Ltd.35,394

0.0% of portfolio$565.6K

Strs Ohio35,200

0.0% of portfolio$562.5K

Principal Financial Group Inc34,113

0.0% of portfolio$545.1K

Helium Advisors LLC33,968

0.5% of portfolio$542.8K

Titleist Asset Management, LLC32,177

0.0% of portfolio$514.2K

Xponance LLC30,236

0.0% of portfolio$483.2K

Kazazian Asset Management, LLC30,000

0.4% of portfolio$479.4K

LEE Danner & Bass Inc27,849

0.0% of portfolio$445.0K

Wealth Enhancement Advisory Services, LLC23,576

0.0% of portfolio$362.1K

Reliant Investment Management, LLC21,000

0.1% of portfolio$335.6K

Old National Bancorp20,830

0.0% of portfolio$332.9K

Partners Wealth Management, LLC19,867

0.0% of portfolio$317.5K

State of Alaska, Department of Revenue17,493

0.0% of portfolio$279.0K

Gilpin Wealth Management, LLC17,187

0.2% of portfolio$274.6K

Synergy Asset Management, LLC15,793

0.0% of portfolio$252.4K

Rose Capital Advisors LLC15,191

0.1% of portfolio$242.8K

Swiss Life Asset Management Ltd15,185

0.0% of portfolio$242.7K

Counterpoint Mutual Funds LLC14,425

0.0% of portfolio$230.5K

Tactive Advisors, LLC14,029

0.1% of portfolio$224.2K

ARK & TLK Investments, LLC14,000

0.1% of portfolio$223.7K

Byrne Asset Management LLC13,770

0.1% of portfolio$225.1K

Seven Mile Advisory13,050

0.1% of portfolio$208.5K

CX Institutional11,964

0.0% of portfolio$191

Harbor Capital Advisors, Inc.11,757

0.0% of portfolio$188.0K

Shikiar Asset Management Inc11,650

0.1% of portfolio$186.0K

Kestra Private Wealth Services, LLC11,526

0.0% of portfolio$184.2K

Capital CS Group, LLC11,517

0.1% of portfolio$184.0K

Abel Hall, LLC11,294

0.0% of portfolio$180.5K

Leonteq Securities AG10,721

0.0% of portfolio$171.3K

Avior Wealth Management, LLC10,317

0.0% of portfolio$164.9K

Genesee Capital Advisors, LLC10,294

0.1% of portfolio$164.5K

Pekin Hardy Strauss, Inc.10,000

0.0% of portfolio$159.8K

Sterling Capital Management LLC9,970

0.0% of portfolio$159.3K

City State Bank9,821

0.0% of portfolio$156.9K

Mitsubishi UFJ Asset Management Co., Ltd.9,309

0.0% of portfolio$148.8K

KBC Group NV8,300

0.0% of portfolio$133.0K

US Bancorp \de\8,190

0.0% of portfolio$130.9K

SBI Securities Co., Ltd.4,620

0.0% of portfolio$73.8K

CoreCap Advisors, LLC4,355

0.0% of portfolio$69.6K

Harbor Investment Advisory, LLC4,278

0.0% of portfolio$68.4K

Activest Wealth Management4,000

0.0% of portfolio$63.9K

Gamma Investing LLC3,358

0.0% of portfolio$53.7K

Mirae Asset Global Investments Co., Ltd.2,642

0.0% of portfolio$42.2K

Bayforest Capital Ltd2,561

0.1% of portfolio$40.9K

Parallel Advisors, LLC1,800

0.0% of portfolio$28.8K

Larson Financial Group LLC1,673

0.0% of portfolio$26.7K

Parkside Financial Bank & Trust1,445

0.0% of portfolio$23.1K

Farther Finance Advisors, LLC1,356

0.0% of portfolio$21.7K

Essential Partners LLC1,192

0.0% of portfolio$19.0K

Oakworth Capital, Inc.1,000

0.0% of portfolio$16.0K

Cullen T Bankers, Inc.966

0.0% of portfolio$15.4K

Redwood Park Advisors LLC907

0.0% of portfolio$14.5K

WPG Advisers, LLC734

0.0% of portfolio$11.7K

Atlantic Edge Private Wealth Management, LLC575

0.0% of portfolio$9.2K

Axiom Investment Management LLC572

0.0% of portfolio$9.1K

Signaturefd, LLC552

0.0% of portfolio$8.8K

Vima LLC520

0.0% of portfolio$8.3K

First Horizon Corp498

0.0% of portfolio$8.0K

Owl Creek Wealth Partners LLC405

0.0% of portfolio$6.5K

IFP Advisors, Inc343

0.0% of portfolio$5.5K

Rakuten Securities, Inc.325

0.0% of portfolio$5.2K

Versant Capital Management, Inc285

0.0% of portfolio$4.6K

Capital Advisors, Ltd. LLC271

0.0% of portfolio$4

Rossby Financial, LCC259

0.0% of portfolio$4.1K

Root Financial Partners, LLC216

0.0% of portfolio$3.5K

FNY Investment Advisers, LLC204

0.0% of portfolio$3

Costello Asset Management, Inc200

0.0% of portfolio$3.2K

Fortitude Family Office, LLC184

0.0% of portfolio$2.9K

MassMutual Private Wealth & Trust, FSB157

0.0% of portfolio$2.5K

Evermay Wealth Management LLC150

0.0% of portfolio$2.4K

Physician Wealth Advisors, Inc.111

0.0% of portfolio$1.8K

Bare Financial Services, Inc101

0.0% of portfolio$1.6K

Tradewinds Capital Management, LLC100

0.0% of portfolio$1.6K

RMG Wealth Management LLC100

0.0% of portfolio$1.3K

TD Waterhouse Canada Inc.100

0.0% of portfolio$1.6K

Team Financial Group, LLC100

0.0% of portfolio$1.6K

Mather Group, Llc.96

0.0% of portfolio$1.5K

Avion Wealth92

0.0% of portfolio$1

Westside Investment Management, Inc.58

0.0% of portfolio$927

Creative Capital Management Investments LLC56

0.0% of portfolio$895

EverSource Wealth Advisors, LLC54

0.0% of portfolio$863

Creative Financial Designs Inc53

0.0% of portfolio$847

DecisionPoint Financial, LLC52

0.0% of portfolio$851

Silver Grove Financial Group, Inc.51

0.0% of portfolio$815

Gen-Wealth Partners Inc40

0.0% of portfolio$639

Assetmark, Inc39

0.0% of portfolio$623

JFS Wealth Advisors, LLC36

0.0% of portfolio$576

Marquette Asset Management, LLC33

0.0% of portfolio$528

Pinnacle Wealth Planning Services, Inc.26

0.0% of portfolio$415

Bay Harbor Wealth Management, LLC16

0.0% of portfolio$256

DiNuzzo Private Wealth, Inc.16

0.0% of portfolio$256

SJS Investment Consulting Inc.10

0.0% of portfolio$160

Hughes Financial Services, LLC4

0.0% of portfolio$58

Concord Wealth Partners3

0.0% of portfolio$48

Kingdom Financial Group Llc.1

0.0% of portfolio$16

Maryland Capital Advisors Inc.1

0.0% of portfolio$16

				Style	Turnover	Location	Filed
Two Seas Capital LP	11,425,928	$182.6M	2.1%	Momentum	Medium	Rye, NY	2026-10-06
Ascentis Wealth Management, LLC	7,281,990	$116.4M	19.2%	Agg Growth	Low	Dallas, TX	2026-11-03
Fifth Third Bancorp	3,998,671	$63.9M	0.1%	Index	Very Low	Cincinnati, OH	2026-11-05
Bank of New York Mellon Corp	1,070,316	$17.1M	0.0%	Core	Low	New York, NY	2026-11-05
Capelight Capital Asset Management LP	945,582	$15.1M	5.9%	Agg Growth	High	New York, NY	2026-10-23
Citigroup Inc	646,444	$10.3M	0.0%	Core	Medium	New York, NY	2026-11-04
Mutual of America Capital Management LLC	547,710	$8.8M	0.1%	Index	Low	New York, NY	2026-10-23
Nations Financial Group Inc,	439,939	$7.0M	0.3%	Core	Low	Cedar Rapids, IA	2026-11-05
Cushing Asset Management, LP dba NXG Investment Management	389,800	$6.2M	0.3%	Yield	Medium	Dallas, TX	2026-10-26
Gateway Investment Advisers LLC	346,545	$5.5M	0.1%	Growth	Low	Cincinnati, OH	2026-10-13
Concurrent Investment Advisors, LLC	286,836	$4.6M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Imc-Chicago, LLC	252,654	$4.0M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
AXS Investments LLC	246,355	$3.9M	0.4%	Growth	Medium	Port Chester, NY	2026-11-04
DE Burlo Group Inc	204,800	$3.3M	0.6%	Growth	High	Boston, MA	2026-11-05
Jefferies Financial Group Inc.	166,334	$2.7M	0.0%	Core	Very High	New York, NY	2026-11-05
Allspring Global Investments Holdings, LLC	162,188	$2.7M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Exchange Traded Concepts, LLC	153,596	$2.5M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Covestor Ltd	116,647	$1.9M	3.5%	Value	High	London, United Kingdom	2026-10-30
Moody National Bank Trust Division	114,699	$1.8M	0.2%	Core	Medium	Galveston, TX	2026-10-06
Creative Planning	111,953	$1.8M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Dimensional Fund Advisors LP	108,013	$1.7M	0.0%	Index	Low	Austin, TX	2026-11-04
Moody Aldrich Partners LLC	96,413	$1.5M	0.3%	Value	High	Marblehead, MA	2026-10-27
State of New Jersey Common Pension Fund D	84,949	$1.4M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Perigon Wealth Management, LLC	84,133	$1.3M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Silverleafe Capital Partners, LLC	72,950	$1.2M	0.3%	Core	Medium	Germantown, TN	2026-10-02
Caitong International Asset Management Co., Ltd	71,950	$1.1M	0.1%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Arizona State Retirement System	71,619	$1.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Prospera Financial Services Inc	67,619	$895.8K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Cambridge Investment Research Advisors, Inc.	44,022	$703.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
ProShare Advisors LLC	40,576	$648.4K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
GoalVest Advisory LLC	40,100	$640.8K	0.1%	ETF	Medium	New York, NY	2026-10-02
Pictet Asset Management Holding SA	39,917	$637.9K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Nisa Investment Advisors, LLC	37,982	$607.0K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Vontobel Holding Ltd.	35,394	$565.6K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Strs Ohio	35,200	$562.5K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Principal Financial Group Inc	34,113	$545.1K	0.0%	Core	Low	Des Moines, IA	2026-11-02
Helium Advisors LLC	33,968	$542.8K	0.5%	ETF	Low	Vancouver, WA	2026-10-23
Titleist Asset Management, LLC	32,177	$514.2K	0.0%	ETF	Low	San Antonio, TX	2026-10-08
Xponance LLC	30,236	$483.2K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Kazazian Asset Management, LLC	30,000	$479.4K	0.4%	Value	Medium	Fort Lauderdale, FL	2026-11-02
LEE Danner & Bass Inc	27,849	$445.0K	0.0%	Value	Very Low	Nashville, TN	2026-10-27
Wealth Enhancement Advisory Services, LLC	23,576	$362.1K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Reliant Investment Management, LLC	21,000	$335.6K	0.1%	Growth	Medium	Memphis, TN	2026-10-14
Old National Bancorp	20,830	$332.9K	0.0%	Core	Low	Evansville, IN	2026-10-20
Partners Wealth Management, LLC	19,867	$317.5K	0.0%	Core	Low	Carmel By The Sea, CA	2026-10-28
State of Alaska, Department of Revenue	17,493	$279.0K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Gilpin Wealth Management, LLC	17,187	$274.6K	0.2%	Growth	Low	Denver, CO	2026-10-09
Synergy Asset Management, LLC	15,793	$252.4K	0.0%	Growth	High	Vancouver, WA	2026-11-05
Rose Capital Advisors LLC	15,191	$242.8K	0.1%	ETF	N/A	Miami Beach, FL	2026-11-04
Swiss Life Asset Management Ltd	15,185	$242.7K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Counterpoint Mutual Funds LLC	14,425	$230.5K	0.0%	Deep Value	Very High	San Diego, CA	2026-10-16
Tactive Advisors, LLC	14,029	$224.2K	0.1%	ETF	High	Jacksonville, FL	2026-10-08
ARK & TLK Investments, LLC	14,000	$223.7K	0.1%	ETF	Low	Oklahoma City, OK	2026-10-20
Byrne Asset Management LLC	13,770	$225.1K	0.1%	Core	Low	Kingston, NJ	2026-10-06
Seven Mile Advisory	13,050	$208.5K	0.1%	Growth	Low	Tallahassee, FL	2026-10-22
CX Institutional	11,964	$191	0.0%	Core	Medium	Auburn, IN	2026-10-02
Harbor Capital Advisors, Inc.	11,757	$188.0K	0.0%	Value	High	Chicago, IL	2026-10-22
Shikiar Asset Management Inc	11,650	$186.0K	0.1%	Core	Medium	New York, NY	2026-10-20
Kestra Private Wealth Services, LLC	11,526	$184.2K	0.0%	Growth	Low	Austin, TX	2026-10-30
Capital CS Group, LLC	11,517	$184.0K	0.1%	Yield	Medium	Irvine, CA	2026-10-29
Abel Hall, LLC	11,294	$180.5K	0.0%	Core	Medium	Baton Rouge, LA	2026-10-19
Leonteq Securities AG	10,721	$171.3K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Avior Wealth Management, LLC	10,317	$164.9K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Genesee Capital Advisors, LLC	10,294	$164.5K	0.1%	ETF	Medium	Auburn, NY	2026-10-20
Pekin Hardy Strauss, Inc.	10,000	$159.8K	0.0%	Value	Medium	Chicago, IL	2026-11-02
Sterling Capital Management LLC	9,970	$159.3K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
City State Bank	9,821	$156.9K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Mitsubishi UFJ Asset Management Co., Ltd.	9,309	$148.8K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
KBC Group NV	8,300	$133.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
US Bancorp \de\	8,190	$130.9K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
SBI Securities Co., Ltd.	4,620	$73.8K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
CoreCap Advisors, LLC	4,355	$69.6K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Harbor Investment Advisory, LLC	4,278	$68.4K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Activest Wealth Management	4,000	$63.9K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Gamma Investing LLC	3,358	$53.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Mirae Asset Global Investments Co., Ltd.	2,642	$42.2K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Bayforest Capital Ltd	2,561	$40.9K	0.1%	Deep Value	Very High	London, United Kingdom	2026-11-03
Parallel Advisors, LLC	1,800	$28.8K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Larson Financial Group LLC	1,673	$26.7K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Parkside Financial Bank & Trust	1,445	$23.1K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Farther Finance Advisors, LLC	1,356	$21.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Essential Partners LLC	1,192	$19.0K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Oakworth Capital, Inc.	1,000	$16.0K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
Cullen T Bankers, Inc.	966	$15.4K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Redwood Park Advisors LLC	907	$14.5K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
WPG Advisers, LLC	734	$11.7K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Atlantic Edge Private Wealth Management, LLC	575	$9.2K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Axiom Investment Management LLC	572	$9.1K	0.0%	Core	N/A	New York, NY	2026-11-03
Signaturefd, LLC	552	$8.8K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Vima LLC	520	$8.3K	0.0%	Core	Low	Troy, MI	2026-10-23
First Horizon Corp	498	$8.0K	0.0%	Core	Low	Memphis, TN	2026-10-26
Owl Creek Wealth Partners LLC	405	$6.5K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
IFP Advisors, Inc	343	$5.5K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Rakuten Securities, Inc.	325	$5.2K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Versant Capital Management, Inc	285	$4.6K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Capital Advisors, Ltd. LLC	271	$4	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Rossby Financial, LCC	259	$4.1K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Root Financial Partners, LLC	216	$3.5K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
FNY Investment Advisers, LLC	204	$3	0.0%	Growth	Very High	New York, NY	2026-10-16
Costello Asset Management, Inc	200	$3.2K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Fortitude Family Office, LLC	184	$2.9K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
MassMutual Private Wealth & Trust, FSB	157	$2.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
Evermay Wealth Management LLC	150	$2.4K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Physician Wealth Advisors, Inc.	111	$1.8K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Bare Financial Services, Inc	101	$1.6K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Tradewinds Capital Management, LLC	100	$1.6K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
RMG Wealth Management LLC	100	$1.3K	0.0%	ETF	Very High	Platteville, WI	2026-10-26
TD Waterhouse Canada Inc.	100	$1.6K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Team Financial Group, LLC	100	$1.6K	0.0%	ETF	Low	Temecula, CA	2026-10-30
Mather Group, Llc.	96	$1.5K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Avion Wealth	92	$1	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Westside Investment Management, Inc.	58	$927	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Creative Capital Management Investments LLC	56	$895	0.0%	ETF	Low	San Diego, CA	2026-10-28
EverSource Wealth Advisors, LLC	54	$863	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Creative Financial Designs Inc	53	$847	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
DecisionPoint Financial, LLC	52	$851	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Silver Grove Financial Group, Inc.	51	$815	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Gen-Wealth Partners Inc	40	$639	0.0%	Core	Low	Zeeland, MI	2026-11-04
Assetmark, Inc	39	$623	0.0%	ETF	Low	Concord, CA	2026-10-21
JFS Wealth Advisors, LLC	36	$576	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Marquette Asset Management, LLC	33	$528	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
Pinnacle Wealth Planning Services, Inc.	26	$415	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Bay Harbor Wealth Management, LLC	16	$256	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
DiNuzzo Private Wealth, Inc.	16	$256	0.0%	ETF	Low	Beaver, PA	2026-10-16
SJS Investment Consulting Inc.	10	$160	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Hughes Financial Services, LLC	4	$58	0.0%	ETF	Low	Herndon, VA	2026-10-30
Concord Wealth Partners	3	$48	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Kingdom Financial Group Llc.	1	$16	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Maryland Capital Advisors Inc.	1	$16	0.0%	ETF	Very Low	Chester, MD	2026-10-15