Forgent Power Solutions Inc (FPS)

CUSIP: 34631F102 | NYSE | Industrials · Electrical Equipment & Parts | Mid Cap | 475 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/ANeos Partners GP, LLC with Neos Partners I GP LLC, Neos Partners I LP, Neos Partners I-A LP, +11 more	156,906,889	51.5%	New 5%+ stake	Jun 30, 2026	No 13F filer matched
13G

Institutional Holders — Q3 2026

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Assenagon Asset Management S.A.1,900,452

0.1% of portfolio$71.2M

Principal Financial Group Inc1,378,676

0.0% of portfolio$51.6M

Pictet Asset Management Holding SA569,948

0.0% of portfolio$21.3M

Dilation Capital Management LP463,340

8.7% of portfolio$17.3M

Glynn Capital Management LLC345,268

3.9% of portfolio$12.9M

Conestoga Capital Advisors, LLC271,075

0.3% of portfolio$10.1M

Security National Bank214,350

0.9% of portfolio$8.0M

Citigroup Inc212,617

0.0% of portfolio$8.0M

Brooklands Fund Management Ltd161,994

0.8% of portfolio$6.1M

Mirae Asset Global Investments Co., Ltd.152,260

0.0% of portfolio$5.7M

Moody Aldrich Partners LLC94,245

0.7% of portfolio$3.5M

Aire Advisors, LLC79,900

0.5% of portfolio$3.0M

Mitsubishi UFJ Asset Management Co., Ltd.79,200

0.0% of portfolio$3.0M

Shikiar Asset Management Inc77,911

1.2% of portfolio$2.9M

Cambridge Investment Research Advisors, Inc.72,335

0.0% of portfolio$2.7M

Renaissance Capital LLC71,633

1.9% of portfolio$2.7M

Moody National Bank Trust Division68,254

0.2% of portfolio$2.6M

State of New Jersey Common Pension Fund D63,965

0.0% of portfolio$2.4M

B. Metzler seel. Sohn & Co. AG62,838

0.0% of portfolio$2.4M

Alps Advisors Inc58,248

0.0% of portfolio$2.2M

Dimensional Fund Advisors LP56,207

0.0% of portfolio$2.1M

Oppenheimer Asset Management Inc.55,678

0.0% of portfolio$2.1M

Virginia Retirement Systems ET Al54,300

0.0% of portfolio$2.0M

Arizona State Retirement System54,142

0.0% of portfolio$2.0M

D.A. Davidson & Co.47,479

0.0% of portfolio$1.8M

Asio Capital, LLC46,722

0.2% of portfolio$1.7M

Caitong International Asset Management Co., Ltd43,873

0.2% of portfolio$1.6M

Fortitude Advisory Group L.L.C.35,075

0.5% of portfolio$1.3M

Truist Financial Corp34,046

0.0% of portfolio$1.3M

ABN Amro Investment Solutions33,671

0.0% of portfolio$1.3M

Xponance LLC31,090

0.0% of portfolio$1.2M

Oppenheimer & Co Inc25,512

0.0% of portfolio$955.2K

Commonwealth Equity Services, LLC24,404

0.0% of portfolio$913.7K

Altfest L J & Co Inc23,927

0.1% of portfolio$895.8K

Bank Julius Baer & Co. Ltd, Zurich23,905

0.0% of portfolio$894.8K

Pekin Hardy Strauss, Inc.23,025

0.1% of portfolio$862.1K

IVC Wealth Advisors LLC22,036

0.3% of portfolio$825.0K

Colonial River Investments, LLC21,482

0.2% of portfolio$804.3K

Katamaran Capital LLP20,981

0.8% of portfolio$785.5K

MCF Advisors LLC19,655

0.0% of portfolio$735.9K

Assetmark, Inc19,417

0.0% of portfolio$727.0K

Yorktown Management & Research Co Inc17,200

0.4% of portfolio$644.0K

Encompass Wealth Advisors, LLC16,200

0.1% of portfolio$606.5K

Elevation Point Wealth Partners, LLC15,839

0.0% of portfolio$593.0K

Creative Financial Designs Inc15,685

0.0% of portfolio$587.2K

Amalgamated Bank14,042

0.0% of portfolio$526.0K

CenterBook Partners LP13,894

0.0% of portfolio$520.2K

Inspire Investing, LLC13,208

0.0% of portfolio$494.5K

Park Avenue Securities LLC13,052

0.0% of portfolio$489.0K

Avior Wealth Management, LLC12,425

0.0% of portfolio$465.2K

Sumitomo Mitsui Trust Group, Inc.11,374

0.0% of portfolio$425.8K

Ring Mountain Capital, LLC11,261

0.2% of portfolio$421.6K

Swiss Life Asset Management Ltd11,036

0.0% of portfolio$413.2K

Kopp Family Office, LLC10,240

0.2% of portfolio$383.4K

Ascentis Independent Advisors10,126

0.0% of portfolio$379.1K

Wealth Enhancement Advisory Services, LLC9,596

0.0% of portfolio$381.9K

Pension & Wealth Management Advisors, Inc.9,406

0.1% of portfolio$352.2K

Creative Planning8,795

0.0% of portfolio$329.3K

Clear Wave Wealth Management LLC8,427

0.1% of portfolio$315.5K

Carlson Financial, Inc.8,252

0.2% of portfolio$309.0K

SAX Wealth Advisors, LLC8,010

0.0% of portfolio$299.9K

Atria Investments, Inc7,640

0.0% of portfolio$286.0K

CIBC Asset Management Inc7,216

0.0% of portfolio$270.2K

KBC Group NV7,169

0.0% of portfolio$268.0K

Spectrum Asset Management, Inc. (NB )6,925

0.1% of portfolio$259.3K

Kestra Advisory Services, LLC6,884

0.0% of portfolio$257.7K

Concurrent Investment Advisors, LLC6,679

0.0% of portfolio$250.1K

SBI Securities Co., Ltd.6,221

0.0% of portfolio$232.9K

Laurion Capital Management LP6,130

0.0% of portfolio$229.5K

Integrity Alliance, Llc.5,927

0.0% of portfolio$221.9K

Verdence Capital Advisors LLC5,895

0.0% of portfolio$220.7K

Third View Private Wealth, LLC5,550

0.0% of portfolio$207.8K

Praxis Investment Management Inc5,470

0.0% of portfolio$205.0K

B. Riley Wealth Advisors, Inc.4,186

0.0% of portfolio$156.7K

Armstrong Advisory Group, Inc3,668

0.0% of portfolio$137.3K

Nkcfo LLC2,620

0.1% of portfolio$98.0K

Strs Ohio2,607

0.0% of portfolio$97.6K

University of Texas S AM Investment Management Co2,477

0.0% of portfolio$92.7K

State of Wyoming2,077

0.0% of portfolio$77.8K

Rakuten Securities, Inc.1,956

0.0% of portfolio$73.2K

Hilltop National Bank1,817

0.0% of portfolio$68.0K

Exchange Traded Concepts, LLC1,485

0.0% of portfolio$55.6K

Gilpin Wealth Management, LLC1,300

0.0% of portfolio$48.7K

First Horizon Corp1,277

0.0% of portfolio$47.8K

WPG Advisers, LLC1,144

0.0% of portfolio$42.8K

Harbor Capital Advisors, Inc.1,029

0.0% of portfolio$39

Lodestone Wealth Management LLC986

0.0% of portfolio$36.9K

Gamma Investing LLC937

0.0% of portfolio$35.1K

IFP Advisors, Inc865

0.0% of portfolio$32.4K

City State Bank850

0.0% of portfolio$31.8K

Triumph Capital Management700

0.0% of portfolio$26.2K

Farther Finance Advisors, LLC585

0.0% of portfolio$21.9K

MassMutual Private Wealth & Trust, FSB537

0.0% of portfolio$20.1K

Wolff Wiese Magana LLC500

0.0% of portfolio$18.7K

Provenance Wealth Advisors, LLC461

0.0% of portfolio$17.3K

Sterling Capital Management LLC433

0.0% of portfolio$16.2K

Brown, Lisle Ings, Inc.425

0.0% of portfolio$15.9K

Toth Financial Advisory Corp400

0.0% of portfolio$15.0K

Private Trust Co NA333

0.0% of portfolio$12.5K

Signaturefd, LLC286

0.0% of portfolio$10.7K

Grove Bank & Trust221

0.0% of portfolio$8.3K

Covestor Ltd173

0.0% of portfolio$7

GK Wealth Management LLC127

0.0% of portfolio$4.8K

Cassaday & Co Wealth Management LLC125

0.0% of portfolio$4.7K

EverSource Wealth Advisors, LLC117

0.0% of portfolio$4.4K

GHP Investment Advisors, Inc.110

0.0% of portfolio$4.1K

Lanark Financial, Inc.100

0.0% of portfolio$3.7K

Tradewinds Capital Management, LLC87

0.0% of portfolio$3.3K

Cromwell Holdings LLC64

0.0% of portfolio$2.4K

Fortitude Family Office, LLC56

0.0% of portfolio$2.1K

Nvwm, LLC45

0.0% of portfolio$1.7K

Versant Capital Management, Inc35

0.0% of portfolio$1.3K

Cape Investment Advisory, Inc.33

0.0% of portfolio$1.2K

SJS Investment Consulting Inc.32

0.0% of portfolio$1.2K

Elyxium Wealth, LLC26

0.0% of portfolio$973

TFC Financial Management, Inc.26

0.0% of portfolio$974

Burk Holdings LLC18

0.0% of portfolio$674

Proathlete Wealth Management LLC16

0.0% of portfolio$599

Valley National Advisers Inc16

0.0% of portfolio$600

Physician Wealth Advisors, Inc.16

0.0% of portfolio$600

Root Financial Partners, LLC15

0.0% of portfolio$562

Ascentis Wealth Management, LLC14

0.0% of portfolio$524

Bell Investment Advisors, Inc11

0.0% of portfolio$412

Wealth Enhancement Trust Services, Inc.5

0.0% of portfolio$187

Manchester Capital Management LLC5

0.0% of portfolio$188

Hughes Financial Services, LLC5

0.0% of portfolio$142

Nisa Investment Advisors, LLC2

0.0% of portfolio$75

MV Capital Management, Inc.1

0.0% of portfolio$38

				Style	Turnover	Location	Filed
Assenagon Asset Management S.A.	1,900,452	$71.2M	0.1%	Growth	High	Senningerberg, Netherlands	2026-10-15
Principal Financial Group Inc	1,378,676	$51.6M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Pictet Asset Management Holding SA	569,948	$21.3M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Dilation Capital Management LP	463,340	$17.3M	8.7%	Growth	Very High	New York, NY	2026-10-13
Glynn Capital Management LLC	345,268	$12.9M	3.9%	Agg Growth	High	Menlo Park, CA	2026-10-07
Conestoga Capital Advisors, LLC	271,075	$10.1M	0.3%	Core	Low	Wayne, PA	2026-11-02
Security National Bank	214,350	$8.0M	0.9%	Growth	Low	Omaha, NE	2026-10-26
Citigroup Inc	212,617	$8.0M	0.0%	Core	Medium	New York, NY	2026-11-04
Brooklands Fund Management Ltd	161,994	$6.1M	0.8%	GARP	High	London, United Kingdom	2026-10-28
Mirae Asset Global Investments Co., Ltd.	152,260	$5.7M	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Moody Aldrich Partners LLC	94,245	$3.5M	0.7%	Value	High	Marblehead, MA	2026-10-27
Aire Advisors, LLC	79,900	$3.0M	0.5%	ETF	Very Low	Beverly Hills, CA	2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.	79,200	$3.0M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Shikiar Asset Management Inc	77,911	$2.9M	1.2%	Core	Medium	New York, NY	2026-10-20
Cambridge Investment Research Advisors, Inc.	72,335	$2.7M	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Renaissance Capital LLC	71,633	$2.7M	1.9%	Agg Growth	High	Stamford, CT	2026-10-23
Moody National Bank Trust Division	68,254	$2.6M	0.2%	Core	Medium	Galveston, TX	2026-10-06
State of New Jersey Common Pension Fund D	63,965	$2.4M	0.0%	Core	Low	Trenton, NJ	2026-11-05
B. Metzler seel. Sohn & Co. AG	62,838	$2.4M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Alps Advisors Inc	58,248	$2.2M	0.0%	Yield	Low	Denver, CO	2026-11-03
Dimensional Fund Advisors LP	56,207	$2.1M	0.0%	Index	Low	Austin, TX	2026-11-04
Oppenheimer Asset Management Inc.	55,678	$2.1M	0.0%	Core	Medium	New York, NY	2026-10-27
Virginia Retirement Systems ET Al	54,300	$2.0M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Arizona State Retirement System	54,142	$2.0M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
D.A. Davidson & Co.	47,479	$1.8M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Asio Capital, LLC	46,722	$1.7M	0.2%	Growth	Medium	Lexington, KY	2026-10-19
Caitong International Asset Management Co., Ltd	43,873	$1.6M	0.2%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Fortitude Advisory Group L.L.C.	35,075	$1.3M	0.5%	Growth	Medium	Gig Harbor, WA	2026-10-15
Truist Financial Corp	34,046	$1.3M	0.0%	Core	Low	Charlotte, NC	2026-10-30
ABN Amro Investment Solutions	33,671	$1.3M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Xponance LLC	31,090	$1.2M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Oppenheimer & Co Inc	25,512	$955.2K	0.0%	Core	Low	New York, NY	2026-10-26
Commonwealth Equity Services, LLC	24,404	$913.7K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Altfest L J & Co Inc	23,927	$895.8K	0.1%	ETF	High	New York, NY	2026-10-27
Bank Julius Baer & Co. Ltd, Zurich	23,905	$894.8K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Pekin Hardy Strauss, Inc.	23,025	$862.1K	0.1%	Value	Medium	Chicago, IL	2026-11-02
IVC Wealth Advisors LLC	22,036	$825.0K	0.3%	Growth	Low	Silverdale, PA	2026-10-23
Colonial River Investments, LLC	21,482	$804.3K	0.2%	Growth	Medium	Midlothian, VA	2026-10-19
Katamaran Capital LLP	20,981	$785.5K	0.8%	Growth	Very High	London, United Kingdom	2026-10-27
MCF Advisors LLC	19,655	$735.9K	0.0%	ETF	Low	Lexington, KY	2026-10-28
Assetmark, Inc	19,417	$727.0K	0.0%	ETF	Low	Concord, CA	2026-10-21
Yorktown Management & Research Co Inc	17,200	$644.0K	0.4%	Momentum	Medium	Forest, VA	2026-10-28
Encompass Wealth Advisors, LLC	16,200	$606.5K	0.1%	ETF	Very Low	Portland, OR	2026-10-15
Elevation Point Wealth Partners, LLC	15,839	$593.0K	0.0%	Core	High	Denver, CO	2026-11-05
Creative Financial Designs Inc	15,685	$587.2K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Amalgamated Bank	14,042	$526.0K	0.0%	Core	Very Low	New York, NY	2026-10-23
CenterBook Partners LP	13,894	$520.2K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
Inspire Investing, LLC	13,208	$494.5K	0.0%	GARP	High	Meridian, ID	2026-10-22
Park Avenue Securities LLC	13,052	$489.0K	0.0%	ETF	Medium	New York, NY	2026-10-26
Avior Wealth Management, LLC	12,425	$465.2K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Sumitomo Mitsui Trust Group, Inc.	11,374	$425.8K	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Ring Mountain Capital, LLC	11,261	$421.6K	0.2%	Growth	Very Low	Tiburon, CA	2026-10-13
Swiss Life Asset Management Ltd	11,036	$413.2K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Kopp Family Office, LLC	10,240	$383.4K	0.2%	ETF	High	Minnetonka, MN	2026-10-21
Ascentis Independent Advisors	10,126	$379.1K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Wealth Enhancement Advisory Services, LLC	9,596	$381.9K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Pension & Wealth Management Advisors, Inc.	9,406	$352.2K	0.1%	ETF	Low	Waltham, MA	2026-10-16
Creative Planning	8,795	$329.3K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Clear Wave Wealth Management LLC	8,427	$315.5K	0.1%	ETF	N/A	Red Bank, NJ	2026-11-04
Carlson Financial, Inc.	8,252	$309.0K	0.2%	Growth	Low	Canby, OR	2026-11-05
SAX Wealth Advisors, LLC	8,010	$299.9K	0.0%	ETF	Very Low	Parsippany, NJ	2026-10-13
Atria Investments, Inc	7,640	$286.0K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
CIBC Asset Management Inc	7,216	$270.2K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
KBC Group NV	7,169	$268.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Spectrum Asset Management, Inc. (NB )	6,925	$259.3K	0.1%	Core	Medium	Newport Beach, CA	2026-10-19
Kestra Advisory Services, LLC	6,884	$257.7K	0.0%	Core	Low	Austin, TX	2026-11-02
Concurrent Investment Advisors, LLC	6,679	$250.1K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
SBI Securities Co., Ltd.	6,221	$232.9K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Laurion Capital Management LP	6,130	$229.5K	0.0%	Growth	Very High	New York, NY	2026-10-30
Integrity Alliance, Llc.	5,927	$221.9K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
Verdence Capital Advisors LLC	5,895	$220.7K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
Third View Private Wealth, LLC	5,550	$207.8K	0.0%	Growth	Low	Westport, CT	2026-10-30
Praxis Investment Management Inc	5,470	$205.0K	0.0%	Core	Low	Goshen, IN	2026-11-03
B. Riley Wealth Advisors, Inc.	4,186	$156.7K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Armstrong Advisory Group, Inc	3,668	$137.3K	0.0%	ETF	High	Needham, MA	2026-10-09
Nkcfo LLC	2,620	$98.0K	0.1%	GARP	High	Geneva, IL	2026-11-04
Strs Ohio	2,607	$97.6K	0.0%	Core	Medium	Columbus, OH	2026-10-30
University of Texas S AM Investment Management Co	2,477	$92.7K	0.0%	Core	High	Austin, TX	2026-11-03
State of Wyoming	2,077	$77.8K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Rakuten Securities, Inc.	1,956	$73.2K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Hilltop National Bank	1,817	$68.0K	0.0%	Core	Low	Casper, WY	2026-10-14
Exchange Traded Concepts, LLC	1,485	$55.6K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Gilpin Wealth Management, LLC	1,300	$48.7K	0.0%	Growth	Low	Denver, CO	2026-10-09
First Horizon Corp	1,277	$47.8K	0.0%	Core	Low	Memphis, TN	2026-10-26
WPG Advisers, LLC	1,144	$42.8K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Harbor Capital Advisors, Inc.	1,029	$39	0.0%	Value	High	Chicago, IL	2026-10-22
Lodestone Wealth Management LLC	986	$36.9K	0.0%	Core	Low	Spokane, WA	2026-10-14
Gamma Investing LLC	937	$35.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
IFP Advisors, Inc	865	$32.4K	0.0%	Growth	Low	Tampa, FL	2026-10-16
City State Bank	850	$31.8K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Triumph Capital Management	700	$26.2K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Farther Finance Advisors, LLC	585	$21.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
MassMutual Private Wealth & Trust, FSB	537	$20.1K	0.0%	Core	Low	Springfield, MA	2026-10-05
Wolff Wiese Magana LLC	500	$18.7K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Provenance Wealth Advisors, LLC	461	$17.3K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Sterling Capital Management LLC	433	$16.2K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Brown, Lisle Ings, Inc.	425	$15.9K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Toth Financial Advisory Corp	400	$15.0K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Private Trust Co NA	333	$12.5K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Signaturefd, LLC	286	$10.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Grove Bank & Trust	221	$8.3K	0.0%	ETF	Low	Miami, FL	2026-10-08
Covestor Ltd	173	$7	0.0%	Value	High	London, United Kingdom	2026-10-30
GK Wealth Management LLC	127	$4.8K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Cassaday & Co Wealth Management LLC	125	$4.7K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
EverSource Wealth Advisors, LLC	117	$4.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
GHP Investment Advisors, Inc.	110	$4.1K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Lanark Financial, Inc.	100	$3.7K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Tradewinds Capital Management, LLC	87	$3.3K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Cromwell Holdings LLC	64	$2.4K	0.0%	Index	Low	Jackson, WY	2026-10-28
Fortitude Family Office, LLC	56	$2.1K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Nvwm, LLC	45	$1.7K	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Versant Capital Management, Inc	35	$1.3K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Cape Investment Advisory, Inc.	33	$1.2K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
SJS Investment Consulting Inc.	32	$1.2K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Elyxium Wealth, LLC	26	$973	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
TFC Financial Management, Inc.	26	$974	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Burk Holdings LLC	18	$674	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Proathlete Wealth Management LLC	16	$599	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Valley National Advisers Inc	16	$600	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Physician Wealth Advisors, Inc.	16	$600	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Root Financial Partners, LLC	15	$562	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Ascentis Wealth Management, LLC	14	$524	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Bell Investment Advisors, Inc	11	$412	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Wealth Enhancement Trust Services, Inc.	5	$187	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Manchester Capital Management LLC	5	$188	0.0%	Core	Low	Manchester, VT	2026-10-22
Hughes Financial Services, LLC	5	$142	0.0%	ETF	Low	Herndon, VA	2026-10-30
Nisa Investment Advisors, LLC	2	$75	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
MV Capital Management, Inc.	1	$38	0.0%	ETF	Low	Bethesda, MD	2026-10-29