Figma Inc (FIG)

CUSIP: 316841105 | NYSE | Technology · Software - Application | Large Cap | 590 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/AIndex Venture Associates VI Ltd with Index Ventures VI (Jersey) LP, Index Venture Growth Associates IV Ltd, Index Ventures Growth IV (Jersey), L.P., +4 more	54,808,069	12.3%	New 5%+ stake	Aug 6, 2026	No 13F filer matched
13D/A

Institutional Holders — Q3 2026

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Pictet Asset Management Holding SA3,072,370

0.1% of portfolio$64.6M

Bank of New York Mellon Corp934,268

0.0% of portfolio$19.6M

Sumitomo Mitsui Trust Group, Inc.932,919

0.0% of portfolio$19.6M

Imc-Chicago, LLC836,266

0.0% of portfolio$17.6M

Compound Planning, Inc.684,612

0.4% of portfolio$14.4M

Citigroup Inc426,482

0.0% of portfolio$9.0M

Swedbank AB288,400

0.0% of portfolio$6.1M

Creative Planning261,489

0.0% of portfolio$5.5M

Brighton Jones LLC236,425

0.1% of portfolio$5.0M

Mirae Asset Global Investments Co., Ltd.178,203

0.0% of portfolio$3.7M

Taylor Frigon Capital Management LLC138,694

1.5% of portfolio$2.9M

Fulcrum Asset Management LLP121,117

0.1% of portfolio$2.5M

Hamilton Lane Advisors LLC114,993

1.3% of portfolio$2.4M

Simplex Trading, LLC107,464

0.0% of portfolio$2.3M

Torrey Growth & Income Advisors105,781

0.8% of portfolio$2.2M

Meridian Wealth Management, LLC100,126

0.1% of portfolio$2.1M

Dimensional Fund Advisors LP90,819

0.0% of portfolio$1.9M

Renaissance Capital LLC80,464

1.2% of portfolio$1.7M

Allen Operations LLC79,046

0.2% of portfolio$1.7M

Fiduciary Financial Group, LLC73,168

0.2% of portfolio$1.5M

State of New Jersey Common Pension Fund D58,329

0.0% of portfolio$1.2M

Prospera Financial Services Inc57,938

0.0% of portfolio$1.3M

Caitong International Asset Management Co., Ltd55,828

0.1% of portfolio$1.2M

Nicholas Wealth, Llc.55,705

0.6% of portfolio$1.2M

Arizona State Retirement System50,250

0.0% of portfolio$1.1M

Embree Financial Group46,687

0.1% of portfolio$981.4K

Quadrant Private Wealth Management, LLC43,028

0.1% of portfolio$904.4K

Commonwealth Equity Services, LLC41,617

0.0% of portfolio$874.8K

Lido Advisors, LLC38,456

0.0% of portfolio$808.3K

Harbour Capital Advisors, LLC36,580

0.1% of portfolio$768.9K

J. Safra Sarasin Holding AG34,093

0.0% of portfolio$716.6K

Leonteq Securities AG33,337

0.0% of portfolio$700.7K

GC Wealth Management RIA, LLC32,898

0.0% of portfolio$691.5K

Truist Financial Corp27,584

0.0% of portfolio$579.8K

Signaturefd, LLC27,434

0.0% of portfolio$576.7K

Dumont & Blake Investment Advisors LLC27,400

0.1% of portfolio$575.9K

Wilmington Savings Fund Society, FSB27,217

0.0% of portfolio$572.1K

Kestra Advisory Services, LLC25,976

0.0% of portfolio$546.0K

NLB Skladi, upravljanje premozenja, d.o.o.25,539

0.0% of portfolio$536.8K

Matauro, LLC25,497

0.1% of portfolio$535.9K

Zevenbergen Capital Investments LLC22,960

0.0% of portfolio$482.6K

Thrivent Financial for Lutherans20,671

0.0% of portfolio$435.0K

RFG Advisory, LLC20,622

0.0% of portfolio$433.5K

International Assets Investment Management, LLC20,523

0.0% of portfolio$442.7K

Windmill Hill Asset Management Ltd20,224

0.1% of portfolio$425.1K

Waldron Private Wealth LLC20,135

0.0% of portfolio$423.2K

Angeles Wealth Management, LLC20,000

0.0% of portfolio$420.4K

SBI Securities Co., Ltd.17,540

0.0% of portfolio$368.7K

TD Waterhouse Canada Inc.15,820

0.0% of portfolio$340.6K

Vontobel Holding Ltd.15,576

0.0% of portfolio$327.4K

Xponance LLC15,046

0.0% of portfolio$316.3K

CIBC Asset Management Inc13,642

0.0% of portfolio$286.8K

Wealth Enhancement Advisory Services, LLC12,563

0.0% of portfolio$284.3K

Seelaus Asset Management LLC12,217

0.2% of portfolio$256.8K

Chicago Partners Investment Group LLC12,144

0.0% of portfolio$299.2K

J. Derek Lewis & Associates Inc.11,300

0.0% of portfolio$237.5K

Valeo Financial Advisors, LLC11,248

0.0% of portfolio$236.4K

Rakuten Securities, Inc.11,123

0.1% of portfolio$233.8K

Exchange Traded Concepts, LLC10,432

0.0% of portfolio$219.3K

Swiss Life Asset Management Ltd10,025

0.0% of portfolio$210.7K

Paragon Capital Management Ltd9,987

0.0% of portfolio$209.9K

Allspring Global Investments Holdings, LLC9,976

0.0% of portfolio$215.2K

Amalgamated Bank9,579

0.0% of portfolio$201.0K

Summit Securities Group LLC9,000

0.0% of portfolio$189.2K

IFP Advisors, Inc7,224

0.0% of portfolio$151.8K

KBC Group NV6,605

0.0% of portfolio$139.0K

Sterling Capital Management LLC6,166

0.0% of portfolio$129.6K

American Capital Advisory, LLC5,118

0.0% of portfolio$107.6K

US Bancorp \de\3,528

0.0% of portfolio$74.2K

Gamma Investing LLC3,134

0.0% of portfolio$65.9K

Strs Ohio2,928

0.0% of portfolio$61.5K

Westside Investment Management, Inc.2,900

0.0% of portfolio$61.3K

North Star Investment Management Corp.2,300

0.0% of portfolio$48.3K

Activest Wealth Management2,000

0.0% of portfolio$42.0K

Three Bridge Wealth Advisors, LLC1,977

0.0% of portfolio$41.6K

Parallel Advisors, LLC1,869

0.0% of portfolio$39.3K

Lanark Financial, Inc.1,600

0.0% of portfolio$33.6K

EverSource Wealth Advisors, LLC1,552

0.0% of portfolio$32.6K

Versant Capital Management, Inc1,550

0.0% of portfolio$32.6K

Financial Perspectives, Inc1,055

0.0% of portfolio$22.2K

Owl Creek Wealth Partners LLC1,020

0.0% of portfolio$21.4K

Ascentis Independent Advisors855

0.0% of portfolio$18.0K

Wealth Analytics Partners, LLC760

0.0% of portfolio$16.0K

Essential Partners LLC641

0.0% of portfolio$13.5K

Elyxium Wealth, LLC628

0.0% of portfolio$13.2K

Farther Finance Advisors, LLC591

0.0% of portfolio$12.4K

Trellis Wealth Advisors LLC500

0.0% of portfolio$10.5K

Kings Path Partners LLC500

0.0% of portfolio$10.5K

MassMutual Private Wealth & Trust, FSB450

0.0% of portfolio$9.5K

Covestor Ltd376

0.0% of portfolio$8

Bayforest Capital Ltd348

0.0% of portfolio$7.3K

Parkside Financial Bank & Trust315

0.0% of portfolio$6.6K

Sfam, LLC304

0.0% of portfolio$6.4K

Lodestone Wealth Management LLC300

0.0% of portfolio$6.3K

Strengthening Families & Communities, LLC255

0.0% of portfolio$5.4K

Fifth Third Bancorp226

0.0% of portfolio$4.8K

SJS Investment Consulting Inc.216

0.0% of portfolio$4.5K

Root Financial Partners, LLC173

0.0% of portfolio$3.6K

Fortitude Family Office, LLC158

0.0% of portfolio$3.3K

Salomon & Ludwin, LLC151

0.0% of portfolio$3.2K

Rossby Financial, LCC150

0.0% of portfolio$3.2K

Harbor Investment Advisory, LLC150

0.0% of portfolio$3.2K

Pinnacle Wealth Planning Services, Inc.119

0.0% of portfolio$2.5K

Financial Management Professionals, Inc.112

0.0% of portfolio$2.4K

Elevation Wealth Partners, LLC104

0.0% of portfolio$2.2K

Marquette Asset Management, LLC93

0.0% of portfolio$2.0K

Redwood Park Advisors LLC93

0.0% of portfolio$2.0K

PFS Partners, LLC92

0.0% of portfolio$1.9K

Bell Investment Advisors, Inc77

0.0% of portfolio$1.6K

Physician Wealth Advisors, Inc.77

0.0% of portfolio$1.6K

Cromwell Holdings LLC72

0.0% of portfolio$1.5K

Avion Wealth69

0.0% of portfolio$1

Nisa Investment Advisors, LLC58

0.0% of portfolio$1.2K

Financial Consulate, Inc52

0.0% of portfolio$1.1K

Bullock Wealth Management Group50

0.0% of portfolio$1.1K

Nfsg Corp50

0.0% of portfolio$1.1K

Provenance Wealth Advisors, LLC44

0.0% of portfolio$925

JFS Wealth Advisors, LLC27

0.0% of portfolio$568

Trust Co of Vermont22

0.0% of portfolio$462

MV Capital Management, Inc.18

0.0% of portfolio$379

Planning Strategies Inc.12

0.0% of portfolio$252

3 Factor Indexing, LLC5

0.0% of portfolio$106

Assetmark, Inc5

0.0% of portfolio$105

Meriwether Wealth & Planning, LLC2

0.0% of portfolio$42

Hughes Financial Services, LLC1

0.0% of portfolio$22

Ascentis Wealth Management, LLC1

0.0% of portfolio$21

				Style	Turnover	Location	Filed
Pictet Asset Management Holding SA	3,072,370	$64.6M	0.1%	Growth	Medium	Carouge, Switzerland	2026-11-03
Bank of New York Mellon Corp	934,268	$19.6M	0.0%	Core	Low	New York, NY	2026-11-05
Sumitomo Mitsui Trust Group, Inc.	932,919	$19.6M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Imc-Chicago, LLC	836,266	$17.6M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Compound Planning, Inc.	684,612	$14.4M	0.4%	Core	Low	New York, NY	2026-11-05
Citigroup Inc	426,482	$9.0M	0.0%	Core	Medium	New York, NY	2026-11-04
Swedbank AB	288,400	$6.1M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Creative Planning	261,489	$5.5M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Brighton Jones LLC	236,425	$5.0M	0.1%	Core	Very Low	Seattle, WA	2026-11-03
Mirae Asset Global Investments Co., Ltd.	178,203	$3.7M	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Taylor Frigon Capital Management LLC	138,694	$2.9M	1.5%	Growth	Medium	Scottsdale, AZ	2026-10-23
Fulcrum Asset Management LLP	121,117	$2.5M	0.1%	Core	Medium	London, United Kingdom	2026-11-04
Hamilton Lane Advisors LLC	114,993	$2.4M	1.3%	Yield	Medium	Conshohocken, PA	2026-10-21
Simplex Trading, LLC	107,464	$2.3M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Torrey Growth & Income Advisors	105,781	$2.2M	0.8%	Core	Medium	Del Mar, CA	2026-11-04
Meridian Wealth Management, LLC	100,126	$2.1M	0.1%	Growth	Low	Lexington, KY	2026-11-05
Dimensional Fund Advisors LP	90,819	$1.9M	0.0%	Index	Low	Austin, TX	2026-11-04
Renaissance Capital LLC	80,464	$1.7M	1.2%	Agg Growth	High	Stamford, CT	2026-10-23
Allen Operations LLC	79,046	$1.7M	0.2%	Growth	Very Low	New York, NY	2026-11-03
Fiduciary Financial Group, LLC	73,168	$1.5M	0.2%	ETF	Low	San Rafael, CA	2026-10-13
State of New Jersey Common Pension Fund D	58,329	$1.2M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Prospera Financial Services Inc	57,938	$1.3M	0.0%	Core	Medium	Dallas, TX	2026-11-04
Caitong International Asset Management Co., Ltd	55,828	$1.2M	0.1%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Nicholas Wealth, Llc.	55,705	$1.2M	0.6%	Growth	Medium	Marietta, GA	2026-10-26
Arizona State Retirement System	50,250	$1.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Embree Financial Group	46,687	$981.4K	0.1%	ETF	Low	Chicago, IL	2026-10-22
Quadrant Private Wealth Management, LLC	43,028	$904.4K	0.1%	Growth	Low	Center Valley, PA	2026-11-04
Commonwealth Equity Services, LLC	41,617	$874.8K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Lido Advisors, LLC	38,456	$808.3K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Harbour Capital Advisors, LLC	36,580	$768.9K	0.1%	Growth	Low	Tysons Corner, VA	2026-10-13
J. Safra Sarasin Holding AG	34,093	$716.6K	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Leonteq Securities AG	33,337	$700.7K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
GC Wealth Management RIA, LLC	32,898	$691.5K	0.0%	Growth	Medium	Cambridge, MA	2026-11-02
Truist Financial Corp	27,584	$579.8K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Signaturefd, LLC	27,434	$576.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Dumont & Blake Investment Advisors LLC	27,400	$575.9K	0.1%	Core	Very Low	Princeton, NJ	2026-10-28
Wilmington Savings Fund Society, FSB	27,217	$572.1K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Kestra Advisory Services, LLC	25,976	$546.0K	0.0%	Core	Low	Austin, TX	2026-11-02
NLB Skladi, upravljanje premozenja, d.o.o.	25,539	$536.8K	0.0%	Growth	Low	Ljubljana, Andorra	2026-10-22
Matauro, LLC	25,497	$535.9K	0.1%	ETF	Low	New York, NY	2026-11-03
Zevenbergen Capital Investments LLC	22,960	$482.6K	0.0%	Agg Growth	Medium	Edmonds, WA	2026-10-08
Thrivent Financial for Lutherans	20,671	$435.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
RFG Advisory, LLC	20,622	$433.5K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
International Assets Investment Management, LLC	20,523	$442.7K	0.0%	Core	Very High	Orlando, FL	2026-11-02
Windmill Hill Asset Management Ltd	20,224	$425.1K	0.1%	ETF	Low	Waddesdon, United Kingdom	2026-10-28
Waldron Private Wealth LLC	20,135	$423.2K	0.0%	ETF	Very Low	Bridgeville, PA	2026-11-02
Angeles Wealth Management, LLC	20,000	$420.4K	0.0%	ETF	Low	Santa Monica, CA	2026-10-26
SBI Securities Co., Ltd.	17,540	$368.7K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
TD Waterhouse Canada Inc.	15,820	$340.6K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Vontobel Holding Ltd.	15,576	$327.4K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Xponance LLC	15,046	$316.3K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
CIBC Asset Management Inc	13,642	$286.8K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Wealth Enhancement Advisory Services, LLC	12,563	$284.3K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Seelaus Asset Management LLC	12,217	$256.8K	0.2%	Growth	Medium	Chatham, NJ	2026-10-14
Chicago Partners Investment Group LLC	12,144	$299.2K	0.0%	GARP	Low	Chicago, IL	2026-10-27
J. Derek Lewis & Associates Inc.	11,300	$237.5K	0.0%	ETF	Low	Newport Beach, CA	2026-11-03
Valeo Financial Advisors, LLC	11,248	$236.4K	0.0%	ETF	Low	Carmel, IN	2026-10-08
Rakuten Securities, Inc.	11,123	$233.8K	0.1%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Exchange Traded Concepts, LLC	10,432	$219.3K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Swiss Life Asset Management Ltd	10,025	$210.7K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Paragon Capital Management Ltd	9,987	$209.9K	0.0%	Core	Very Low	Denver, CO	2026-10-09
Allspring Global Investments Holdings, LLC	9,976	$215.2K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Amalgamated Bank	9,579	$201.0K	0.0%	Core	Very Low	New York, NY	2026-10-23
Summit Securities Group LLC	9,000	$189.2K	0.0%	Core	Very High	New York, NY	2026-11-05
IFP Advisors, Inc	7,224	$151.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
KBC Group NV	6,605	$139.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Sterling Capital Management LLC	6,166	$129.6K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
American Capital Advisory, LLC	5,118	$107.6K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
US Bancorp \de\	3,528	$74.2K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Gamma Investing LLC	3,134	$65.9K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Strs Ohio	2,928	$61.5K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Westside Investment Management, Inc.	2,900	$61.3K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
North Star Investment Management Corp.	2,300	$48.3K	0.0%	Core	Low	Chicago, IL	2026-10-27
Activest Wealth Management	2,000	$42.0K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Three Bridge Wealth Advisors, LLC	1,977	$41.6K	0.0%	ETF	Low	Los Altos, CA	2026-11-05
Parallel Advisors, LLC	1,869	$39.3K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Lanark Financial, Inc.	1,600	$33.6K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
EverSource Wealth Advisors, LLC	1,552	$32.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Versant Capital Management, Inc	1,550	$32.6K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Financial Perspectives, Inc	1,055	$22.2K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Owl Creek Wealth Partners LLC	1,020	$21.4K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Ascentis Independent Advisors	855	$18.0K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Wealth Analytics Partners, LLC	760	$16.0K	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
Essential Partners LLC	641	$13.5K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Elyxium Wealth, LLC	628	$13.2K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Farther Finance Advisors, LLC	591	$12.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Trellis Wealth Advisors LLC	500	$10.5K	0.0%	ETF	Very Low	San Luis Obispo, CA	2026-10-19
Kings Path Partners LLC	500	$10.5K	0.0%	ETF	Very Low	Sugar Land, TX	2026-10-21
MassMutual Private Wealth & Trust, FSB	450	$9.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
Covestor Ltd	376	$8	0.0%	Value	High	London, United Kingdom	2026-10-30
Bayforest Capital Ltd	348	$7.3K	0.0%	Deep Value	Very High	London, United Kingdom	2026-11-03
Parkside Financial Bank & Trust	315	$6.6K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Sfam, LLC	304	$6.4K	0.0%	ETF	Very Low	Elmhurst, IL	2026-11-03
Lodestone Wealth Management LLC	300	$6.3K	0.0%	Core	Low	Spokane, WA	2026-10-14
Strengthening Families & Communities, LLC	255	$5.4K	0.0%	Core	Medium	Boston, MA	2026-10-21
Fifth Third Bancorp	226	$4.8K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
SJS Investment Consulting Inc.	216	$4.5K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Root Financial Partners, LLC	173	$3.6K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Fortitude Family Office, LLC	158	$3.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Salomon & Ludwin, LLC	151	$3.2K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Rossby Financial, LCC	150	$3.2K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Harbor Investment Advisory, LLC	150	$3.2K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Pinnacle Wealth Planning Services, Inc.	119	$2.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Financial Management Professionals, Inc.	112	$2.4K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Elevation Wealth Partners, LLC	104	$2.2K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Marquette Asset Management, LLC	93	$2.0K	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
Redwood Park Advisors LLC	93	$2.0K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
PFS Partners, LLC	92	$1.9K	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Bell Investment Advisors, Inc	77	$1.6K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Physician Wealth Advisors, Inc.	77	$1.6K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Cromwell Holdings LLC	72	$1.5K	0.0%	Index	Low	Jackson, WY	2026-10-28
Avion Wealth	69	$1	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Nisa Investment Advisors, LLC	58	$1.2K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Financial Consulate, Inc	52	$1.1K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Bullock Wealth Management Group	50	$1.1K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Nfsg Corp	50	$1.1K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Provenance Wealth Advisors, LLC	44	$925	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
JFS Wealth Advisors, LLC	27	$568	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Trust Co of Vermont	22	$462	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
MV Capital Management, Inc.	18	$379	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Planning Strategies Inc.	12	$252	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
3 Factor Indexing, LLC	5	$106	0.0%	ETF	Low	Sacramento, CA	2026-10-15
Assetmark, Inc	5	$105	0.0%	ETF	Low	Concord, CA	2026-10-21
Meriwether Wealth & Planning, LLC	2	$42	0.0%	ETF	Medium	Minden, LA	2026-10-13
Hughes Financial Services, LLC	1	$22	0.0%	ETF	Low	Herndon, VA	2026-10-30
Ascentis Wealth Management, LLC	1	$21	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03