Intuitive Machines Inc (LUNR)

CUSIP: 46125A100 | NYSE | Industrials · Aerospace & Defense | Mid Cap | 561 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/ACrain Timothy Price II	8,639,926	4.8%	Newly reported	Sep 30, 2026	No 13F filer matched
13G/A Bank of Nova Scotia	5,741,363	3.2%	−3,503,379

Institutional Holders — Q3 2026

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Mirae Asset Global Investments Co., Ltd.6,932,960

0.2% of portfolio$98.7M

Geode Capital Management, LLC3,775,011

0.0% of portfolio$53.8M

Tema Etfs LLC2,753,708

1.5% of portfolio$39.2M

LBP AM SA1,254,724

0.2% of portfolio$17.9M

Citigroup Inc1,012,810

0.0% of portfolio$14.4M

Sumitomo Mitsui Trust Group, Inc.640,283

0.0% of portfolio$9.1M

Imc-Chicago, LLC635,655

0.0% of portfolio$9.1M

Mitsubishi UFJ Asset Management Co., Ltd.568,270

0.0% of portfolio$8.1M

Palisades Investment Partners, LLC525,491

2.2% of portfolio$7.5M

Fifth Third Bancorp432,666

0.0% of portfolio$6.2M

Bank of New York Mellon Corp424,063

0.0% of portfolio$6.0M

Spear Advisors LLC297,943

1.8% of portfolio$4.2M

TD Waterhouse Canada Inc.297,202

0.0% of portfolio$4.2M

Fideuram Asset Management (Ireland) dac215,337

0.1% of portfolio$3.6M

Commonwealth Equity Services, LLC137,699

0.0% of portfolio$2.0M

Laurion Capital Management LP132,275

0.0% of portfolio$1.9M

LPL Financial LLC122,165

0.0% of portfolio$1.7M

Barclays PLC118,535

0.0% of portfolio$1.7M

Simplex Trading, LLC108,689

0.0% of portfolio$1.5M

Hussman Strategic Advisors, Inc.105,000

0.3% of portfolio$1.5M

Strategic Blueprint, LLC104,304

0.1% of portfolio$1.5M

Exchange Traded Concepts, LLC85,859

0.0% of portfolio$1.2M

Creative Planning75,288

0.0% of portfolio$1.1M

Hennion & Walsh Asset Management, Inc.66,999

0.0% of portfolio$954.1K

Russell Investments Group, Ltd.65,443

0.0% of portfolio$931.9K

State of New Jersey Common Pension Fund D65,415

0.0% of portfolio$931.5K

Virtue Capital Management, LLC55,551

0.1% of portfolio$791.0K

Dimensional Fund Advisors LP50,309

0.0% of portfolio$716.4K

Once Capital Management, LLC50,000

0.1% of portfolio$712.0K

Ethic Inc.44,306

0.0% of portfolio$630.9K

Caitong International Asset Management Co., Ltd43,763

0.1% of portfolio$623.2K

SBI Securities Co., Ltd.40,630

0.0% of portfolio$578.6K

Cambridge Investment Research Advisors, Inc.35,521

0.0% of portfolio$506.0K

Arizona State Retirement System34,989

0.0% of portfolio$498.2K

Inscription Capital, LLC33,507

0.1% of portfolio$477.1K

Truist Financial Corp30,637

0.0% of portfolio$436.3K

Solstein Capital, LLC30,000

0.2% of portfolio$427.2K

Kestra Advisory Services, LLC29,969

0.0% of portfolio$426.8K

Green Alpha Advisors, LLC26,862

0.3% of portfolio$382.5K

Wolverine Asset Management LLC26,668

0.0% of portfolio$379.8K

Leonteq Securities AG26,559

0.0% of portfolio$378.2K

Golden State Wealth Management, LLC26,475

0.0% of portfolio$377.0K

AlphaCentric Advisors LLC25,000

0.3% of portfolio$356.0K

Philadelphia Trust Co23,500

0.0% of portfolio$335.0K

Daiwa Securities Group Inc.20,588

0.0% of portfolio$293.2K

Tealwood Asset Management Inc20,350

0.0% of portfolio$290

Pier 88 Investment Partners LLC19,100

0.1% of portfolio$272.0K

Pictet Asset Management Holding SA18,845

0.0% of portfolio$268.4K

Counterpoint Mutual Funds LLC18,367

0.0% of portfolio$261.5K

Rakuten Securities, Inc.17,777

0.1% of portfolio$253.1K

ProShare Advisors LLC17,559

0.0% of portfolio$250.0K

Principal Financial Group Inc16,152

0.0% of portfolio$230.0K

Alessandra Capital Management, LLC14,725

0.1% of portfolio$209.7K

Concurrent Investment Advisors, LLC14,317

0.0% of portfolio$203.9K

LJI Wealth Management, LLC14,000

0.0% of portfolio$199.4K

Xponance LLC13,210

0.0% of portfolio$188.1K

Amundi12,308

0.0% of portfolio$175.3K

Wealthcare Advisory Partners LLC12,284

0.0% of portfolio$174.9K

Hidden Cove Wealth Management, LLC11,908

0.1% of portfolio$169.6K

Nations Financial Group Inc,11,200

0.0% of portfolio$159.5K

Founders Financial Securities LLC11,083

0.0% of portfolio$157.8K

Integrity Alliance, Llc.10,933

0.0% of portfolio$155.7K

Stackstone Wealth, LLC10,000

0.0% of portfolio$142.4K

Farther Finance Advisors, LLC6,919

0.0% of portfolio$98.5K

Fulcrum Asset Management LLP6,009

0.0% of portfolio$87.4K

Natixis5,813

0.0% of portfolio$82.8K

Strs Ohio4,800

0.0% of portfolio$68.4K

Sterling Capital Management LLC4,614

0.0% of portfolio$65.7K

Nisa Investment Advisors, LLC4,576

0.0% of portfolio$65.2K

KBC Group NV4,247

0.0% of portfolio$60

Allworth Financial LP3,414

0.0% of portfolio$73.0K

PNC Financial Services Group, Inc.3,268

0.0% of portfolio$46.5K

Gamma Investing LLC3,117

0.0% of portfolio$44.4K

Signaturefd, LLC2,390

0.0% of portfolio$34.0K

Larson Financial Group LLC2,123

0.0% of portfolio$30.2K

Nykredit A/S1,172

0.0% of portfolio$16.7K

US Bancorp \de\1,159

0.0% of portfolio$16.5K

MassMutual Private Wealth & Trust, FSB1,120

0.0% of portfolio$15.9K

American Capital Advisory, LLC1,024

0.0% of portfolio$14.6K

Asset Dedication, LLC1,010

0.0% of portfolio$14.4K

Clearstead Advisors, LLC1,009

0.0% of portfolio$14.4K

Signature Resources Capital Management, LLC1,000

0.0% of portfolio$14.2K

Spire Wealth Management866

0.0% of portfolio$12.3K

State of Wyoming808

0.0% of portfolio$11.5K

Armstrong Advisory Group, Inc800

0.0% of portfolio$11.4K

Atlantic Edge Private Wealth Management, LLC750

0.0% of portfolio$10.7K

Parallel Advisors, LLC666

0.0% of portfolio$9.5K

SJS Investment Consulting Inc.663

0.0% of portfolio$9.4K

Financial Consulate, Inc645

0.0% of portfolio$9.2K

IFP Advisors, Inc547

0.0% of portfolio$7.8K

Private Wealth Management Group, LLC500

0.0% of portfolio$7.1K

Parkside Financial Bank & Trust498

0.0% of portfolio$7.1K

Bokf, NA400

0.0% of portfolio$5.7K

Bradley & Co. Private Wealth Management, LLC400

0.0% of portfolio$5.7K

Jacobi Capital Management LLC400

0.0% of portfolio$5.7K

Ascentis Independent Advisors380

0.0% of portfolio$5.4K

Adirondack Trust Co370

0.0% of portfolio$5.3K

Washington Trust Advisors, Inc.368

0.0% of portfolio$5.2K

WPG Advisers, LLC336

0.0% of portfolio$4.8K

Harbor Capital Advisors, Inc.333

0.0% of portfolio$5

Avion Wealth297

0.0% of portfolio$4

Cranbrook Wealth Management, LLC291

0.0% of portfolio$4.1K

CoreCap Advisors, LLC274

0.0% of portfolio$3.9K

Blue Bell Private Wealth Management, LLC216

0.0% of portfolio$3.1K

Eastern Bank214

0.0% of portfolio$3.0K

Hazlett, Burt & Watson, Inc.200

0.0% of portfolio$3

Hurley Capital, LLC196

0.0% of portfolio$2.8K

Physician Wealth Advisors, Inc.171

0.0% of portfolio$2.4K

EverSource Wealth Advisors, LLC166

0.0% of portfolio$2.4K

Creative Capital Management Investments LLC159

0.0% of portfolio$2.3K

Fortitude Family Office, LLC159

0.0% of portfolio$2.3K

Root Financial Partners, LLC148

0.0% of portfolio$2.1K

Compass Financial Management LLC145

0.0% of portfolio$2.1K

Investors Research Corp125

0.0% of portfolio$1.8K

Blue Trust, Inc.105

0.0% of portfolio$1.5K

Latitude Advisors, LLC100

0.0% of portfolio$1.4K

Toth Financial Advisory Corp90

0.0% of portfolio$1.3K

Your Advocates Ltd., LLP75

0.0% of portfolio$1.1K

JFS Wealth Advisors, LLC63

0.0% of portfolio$898

Pension & Wealth Management Advisors, Inc.53

0.0% of portfolio$755

Concord Wealth Partners40

0.0% of portfolio$570

Essential Partners LLC40

0.0% of portfolio$570

Pinnacle Wealth Planning Services, Inc.40

0.0% of portfolio$570

Ascentis Wealth Management, LLC34

0.0% of portfolio$484

Covestor Ltd33

0.0% of portfolio$0

Capital Advisors, Ltd. LLC27

0.0% of portfolio$0

Assetmark, Inc26

0.0% of portfolio$370

Silver Grove Financial Group, Inc.22

0.0% of portfolio$313

DiNuzzo Private Wealth, Inc.10

0.0% of portfolio$143

Bay Harbor Wealth Management, LLC10

0.0% of portfolio$142

DecisionPoint Financial, LLC2

0.0% of portfolio$29

Evolution Wealth Management Inc.1

0.0% of portfolio$14

Hughes Financial Services, LLC1

0.0% of portfolio$12

				Style	Turnover	Location	Filed
Mirae Asset Global Investments Co., Ltd.	6,932,960	$98.7M	0.2%	Growth	Low	Seoul, Malaysia	2026-11-03
Geode Capital Management, LLC	3,775,011	$53.8M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Tema Etfs LLC	2,753,708	$39.2M	1.5%	Growth	Medium	New York, NY	2026-10-16
LBP AM SA	1,254,724	$17.9M	0.2%	Growth	Medium	Paris, India	2026-11-06
Citigroup Inc	1,012,810	$14.4M	0.0%	Core	Medium	New York, NY	2026-11-04
Sumitomo Mitsui Trust Group, Inc.	640,283	$9.1M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Imc-Chicago, LLC	635,655	$9.1M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	568,270	$8.1M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Palisades Investment Partners, LLC	525,491	$7.5M	2.2%	GARP	Medium	Santa Monica, CA	2026-11-03
Fifth Third Bancorp	432,666	$6.2M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Bank of New York Mellon Corp	424,063	$6.0M	0.0%	Core	Low	New York, NY	2026-11-05
Spear Advisors LLC	297,943	$4.2M	1.8%	Agg Growth	High	East Hampton, NY	2026-10-27
TD Waterhouse Canada Inc.	297,202	$4.2M	0.0%	Core	Low	Toronto, Australia	2026-10-16
Fideuram Asset Management (Ireland) dac	215,337	$3.6M	0.1%	Core	High	Dublin 1, Lithuania	2026-10-29
Commonwealth Equity Services, LLC	137,699	$2.0M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Laurion Capital Management LP	132,275	$1.9M	0.0%	Growth	Very High	New York, NY	2026-10-30
LPL Financial LLC	122,165	$1.7M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Barclays PLC	118,535	$1.7M	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Simplex Trading, LLC	108,689	$1.5M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Hussman Strategic Advisors, Inc.	105,000	$1.5M	0.3%	Yield	Very High	Ellicott City, MD	2026-11-02
Strategic Blueprint, LLC	104,304	$1.5M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
Exchange Traded Concepts, LLC	85,859	$1.2M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Creative Planning	75,288	$1.1M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Hennion & Walsh Asset Management, Inc.	66,999	$954.1K	0.0%	Value	Medium	Parsippany, NJ	2026-10-13
Russell Investments Group, Ltd.	65,443	$931.9K	0.0%	Core	Low	Seattle, WA	2026-11-06
State of New Jersey Common Pension Fund D	65,415	$931.5K	0.0%	Core	Low	Trenton, NJ	2026-11-05
Virtue Capital Management, LLC	55,551	$791.0K	0.1%	Growth	High	Brentwood, TN	2026-10-29
Dimensional Fund Advisors LP	50,309	$716.4K	0.0%	Index	Low	Austin, TX	2026-11-04
Once Capital Management, LLC	50,000	$712.0K	0.1%	Agg Growth	Low	New York, NY	2026-11-02
Ethic Inc.	44,306	$630.9K	0.0%	Core	Low	New York, NY	2026-11-03
Caitong International Asset Management Co., Ltd	43,763	$623.2K	0.1%	Growth	Very High	Hong Kong, South Korea	2026-10-29
SBI Securities Co., Ltd.	40,630	$578.6K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Cambridge Investment Research Advisors, Inc.	35,521	$506.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Arizona State Retirement System	34,989	$498.2K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Inscription Capital, LLC	33,507	$477.1K	0.1%	GARP	Medium	Houston, TX	2026-11-02
Truist Financial Corp	30,637	$436.3K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Solstein Capital, LLC	30,000	$427.2K	0.2%	Core	Low	Menlo Park, CA	2026-11-02
Kestra Advisory Services, LLC	29,969	$426.8K	0.0%	Core	Low	Austin, TX	2026-11-02
Green Alpha Advisors, LLC	26,862	$382.5K	0.3%	Growth	Low	Niwot, CO	2026-10-08
Wolverine Asset Management LLC	26,668	$379.8K	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Leonteq Securities AG	26,559	$378.2K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Golden State Wealth Management, LLC	26,475	$377.0K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
AlphaCentric Advisors LLC	25,000	$356.0K	0.3%	Core	High	San Juan, PR	2026-11-03
Philadelphia Trust Co	23,500	$335.0K	0.0%	Growth	Low	Philadelphia, PA	2026-11-05
Daiwa Securities Group Inc.	20,588	$293.2K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Tealwood Asset Management Inc	20,350	$290	0.0%	Growth	Medium	Minneapolis, MN	2026-10-13
Pier 88 Investment Partners LLC	19,100	$272.0K	0.1%	Growth	High	San Francisco, CA	2026-11-06
Pictet Asset Management Holding SA	18,845	$268.4K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Counterpoint Mutual Funds LLC	18,367	$261.5K	0.0%	Deep Value	Very High	San Diego, CA	2026-10-16
Rakuten Securities, Inc.	17,777	$253.1K	0.1%	Agg Growth	High	Tokyo, Mexico	2026-11-02
ProShare Advisors LLC	17,559	$250.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Principal Financial Group Inc	16,152	$230.0K	0.0%	Core	Low	Des Moines, IA	2026-11-02
Alessandra Capital Management, LLC	14,725	$209.7K	0.1%	Core	Medium	Torrance, CA	2026-10-30
Concurrent Investment Advisors, LLC	14,317	$203.9K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
LJI Wealth Management, LLC	14,000	$199.4K	0.0%	ETF	Low	Indianapolis, IN	2026-10-28
Xponance LLC	13,210	$188.1K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Amundi	12,308	$175.3K	0.0%	Core	Medium	Paris, India	2026-11-06
Wealthcare Advisory Partners LLC	12,284	$174.9K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Hidden Cove Wealth Management, LLC	11,908	$169.6K	0.1%	Growth	High	Bainbridge Island, WA	2026-10-19
Nations Financial Group Inc,	11,200	$159.5K	0.0%	Core	Low	Cedar Rapids, IA	2026-11-05
Founders Financial Securities LLC	11,083	$157.8K	0.0%	ETF	Medium	Towson, MD	2026-10-28
Integrity Alliance, Llc.	10,933	$155.7K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
Stackstone Wealth, LLC	10,000	$142.4K	0.0%	Core	N/A	Dubuque, IA	2026-10-19
Farther Finance Advisors, LLC	6,919	$98.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Fulcrum Asset Management LLP	6,009	$87.4K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Natixis	5,813	$82.8K	0.0%	GARP	High	Paris, India	2026-11-06
Strs Ohio	4,800	$68.4K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Sterling Capital Management LLC	4,614	$65.7K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	4,576	$65.2K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
KBC Group NV	4,247	$60	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Allworth Financial LP	3,414	$73.0K	0.0%	Index	Low	Folsom, CA	2026-11-06
PNC Financial Services Group, Inc.	3,268	$46.5K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Gamma Investing LLC	3,117	$44.4K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Signaturefd, LLC	2,390	$34.0K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Larson Financial Group LLC	2,123	$30.2K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Nykredit A/S	1,172	$16.7K	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
US Bancorp \de\	1,159	$16.5K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
MassMutual Private Wealth & Trust, FSB	1,120	$15.9K	0.0%	Core	Low	Springfield, MA	2026-10-05
American Capital Advisory, LLC	1,024	$14.6K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Asset Dedication, LLC	1,010	$14.4K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Clearstead Advisors, LLC	1,009	$14.4K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Signature Resources Capital Management, LLC	1,000	$14.2K	0.0%	ETF	Low	Newport Beach, CA	2026-10-16
Spire Wealth Management	866	$12.3K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
State of Wyoming	808	$11.5K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Armstrong Advisory Group, Inc	800	$11.4K	0.0%	ETF	High	Needham, MA	2026-10-09
Atlantic Edge Private Wealth Management, LLC	750	$10.7K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Parallel Advisors, LLC	666	$9.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
SJS Investment Consulting Inc.	663	$9.4K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Financial Consulate, Inc	645	$9.2K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
IFP Advisors, Inc	547	$7.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Private Wealth Management Group, LLC	500	$7.1K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Parkside Financial Bank & Trust	498	$7.1K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Bokf, NA	400	$5.7K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Bradley & Co. Private Wealth Management, LLC	400	$5.7K	0.0%	Core	Very Low	Miami, FL	2026-10-23
Jacobi Capital Management LLC	400	$5.7K	0.0%	Core	Low	Pittston, PA	2026-11-05
Ascentis Independent Advisors	380	$5.4K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Adirondack Trust Co	370	$5.3K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Washington Trust Advisors, Inc.	368	$5.2K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
WPG Advisers, LLC	336	$4.8K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Harbor Capital Advisors, Inc.	333	$5	0.0%	Value	High	Chicago, IL	2026-10-22
Avion Wealth	297	$4	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Cranbrook Wealth Management, LLC	291	$4.1K	0.0%	ETF	Very Low	Bloomfield Hills, MI	2026-10-28
CoreCap Advisors, LLC	274	$3.9K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Blue Bell Private Wealth Management, LLC	216	$3.1K	0.0%	Yield	Very Low	Blue Bell, PA	2026-10-29
Eastern Bank	214	$3.0K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Hazlett, Burt & Watson, Inc.	200	$3	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Hurley Capital, LLC	196	$2.8K	0.0%	GARP	Medium	New York, NY	2026-11-05
Physician Wealth Advisors, Inc.	171	$2.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
EverSource Wealth Advisors, LLC	166	$2.4K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Creative Capital Management Investments LLC	159	$2.3K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Fortitude Family Office, LLC	159	$2.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Root Financial Partners, LLC	148	$2.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Compass Financial Management LLC	145	$2.1K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Investors Research Corp	125	$1.8K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Blue Trust, Inc.	105	$1.5K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Latitude Advisors, LLC	100	$1.4K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Toth Financial Advisory Corp	90	$1.3K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Your Advocates Ltd., LLP	75	$1.1K	0.0%	ETF	Low	Houston, TX	2026-11-03
JFS Wealth Advisors, LLC	63	$898	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Pension & Wealth Management Advisors, Inc.	53	$755	0.0%	ETF	Low	Waltham, MA	2026-10-16
Concord Wealth Partners	40	$570	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Essential Partners LLC	40	$570	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Pinnacle Wealth Planning Services, Inc.	40	$570	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Ascentis Wealth Management, LLC	34	$484	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Covestor Ltd	33	$0	0.0%	Value	High	London, United Kingdom	2026-10-30
Capital Advisors, Ltd. LLC	27	$0	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Assetmark, Inc	26	$370	0.0%	ETF	Low	Concord, CA	2026-10-21
Silver Grove Financial Group, Inc.	22	$313	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
DiNuzzo Private Wealth, Inc.	10	$143	0.0%	ETF	Low	Beaver, PA	2026-10-16
Bay Harbor Wealth Management, LLC	10	$142	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
DecisionPoint Financial, LLC	2	$29	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Evolution Wealth Management Inc.	1	$14	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Hughes Financial Services, LLC	1	$12	0.0%	ETF	Low	Herndon, VA	2026-10-30