Kodiak Gas Services Inc (KGS)

CUSIP: 50012A108 | NYSE | Energy · Oil & Gas Equipment & Services | Mid Cap | 618 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 Vanguard Portfolio Management LLC	6,012,770	5.9%	New 5%+ stake	Sep 30, 2026	4,128,008 sh (Jun 30, 2026)

13G Vanguard Portfolio Management LLC

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP2,339,471

0.0% of portfolio$123.9M

Chickasaw Capital Management LLC1,017,357

1.9% of portfolio$53.9M

Bank of New York Mellon Corp994,085

0.0% of portfolio$52.7M

Eagle Global Advisors LLC842,500

1.5% of portfolio$44.6M

Conestoga Capital Advisors, LLC835,090

1.3% of portfolio$44.2M

Cushing Asset Management, LP dba NXG Investment Management728,000

1.8% of portfolio$38.6M

Principal Financial Group Inc694,943

0.0% of portfolio$36.8M

Copeland Capital Management, LLC662,857

0.8% of portfolio$35.1M

Augustine Asset Management Inc609,418

7.0% of portfolio$32.3M

Tema Etfs LLC194,015

0.4% of portfolio$10.3M

Fifth Third Bancorp172,754

0.0% of portfolio$9.2M

Assenagon Asset Management S.A.169,606

0.0% of portfolio$9.0M

Baker Ellis Asset Management LLC127,574

0.7% of portfolio$6.8M

Fulcrum Asset Management LLP104,663

0.3% of portfolio$5.4M

Viking Fund Management LLC100,000

0.5% of portfolio$5.3M

Exchange Traded Concepts, LLC99,968

0.0% of portfolio$5.3M

King Luther Capital Management Corp90,368

0.0% of portfolio$4.8M

Citigroup Inc78,654

0.0% of portfolio$4.2M

Kornitzer Capital Management Inc76,295

0.1% of portfolio$4.0M

Allspring Global Investments Holdings, LLC72,861

0.0% of portfolio$3.9M

Thrivent Financial for Lutherans64,305

0.0% of portfolio$3.4M

Bridge City Capital, LLC47,656

0.5% of portfolio$2.5M

Illinois Municipal Retirement Fund46,192

0.0% of portfolio$2.4M

DekaBank Deutsche Girozentrale45,900

0.0% of portfolio$2.4K

Creative Planning45,352

0.0% of portfolio$2.4M

Riverwater Partners LLC43,987

0.6% of portfolio$2.3M

Asset Management One Co., Ltd.43,103

0.0% of portfolio$2.3M

Louisiana State Employees Retirement System43,100

0.0% of portfolio$2.3M

B. Metzler seel. Sohn & Co. AG41,306

0.0% of portfolio$2.2M

State of New Jersey Common Pension Fund D32,459

0.0% of portfolio$1.7M

Stablepoint Partners, LLC32,374

0.2% of portfolio$1.7M

New York State Teachers Retirement System31,929

0.0% of portfolio$1.7K

Virginia Retirement Systems ET Al31,700

0.0% of portfolio$1.7M

Harbor Capital Advisors, Inc.29,143

0.0% of portfolio$1.5K

United Advisor Group, LLC27,803

0.1% of portfolio$1.5M

Arizona State Retirement System27,723

0.0% of portfolio$1.5M

Yousif Capital Management, LLC26,703

0.0% of portfolio$1.4M

Amalgamated Bank26,209

0.0% of portfolio$1.4K

Argentarii, LLC24,934

0.4% of portfolio$1.3M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,821

0.0% of portfolio$1.3M

Oregon Public Employees Retirement Fund22,700

0.0% of portfolio$1.2M

Maryland State Retirement & Pension System22,543

0.0% of portfolio$1.2M

State of Alaska, Department of Revenue21,525

0.0% of portfolio$1.1K

Kestra Private Wealth Services, LLC21,218

0.0% of portfolio$1.1M

Hanseatic Management Services Inc15,633

0.7% of portfolio$828.1K

Pictet Asset Management Holding SA14,742

0.0% of portfolio$780.9K

ProShare Advisors LLC14,093

0.0% of portfolio$746.5K

Strs Ohio13,700

0.0% of portfolio$725.7K

Oppenheimer & Co Inc12,860

0.0% of portfolio$681.2K

Mutual of America Capital Management LLC11,536

0.0% of portfolio$611.1K

MBM Wealth Consultants, LLC10,578

0.1% of portfolio$560.3K

Pavaki Capital Management LLC10,500

0.2% of portfolio$556.2K

Xponance LLC9,645

0.0% of portfolio$510.9K

Counterpoint Mutual Funds LLC9,398

0.0% of portfolio$497.8K

TSA Wealth Managment LLC9,377

0.1% of portfolio$496.7K

Keybank National Association9,206

0.0% of portfolio$487.6K

Profund Advisors LLC9,127

0.0% of portfolio$483.5K

Cynosure Group, LLC8,357

0.1% of portfolio$442.7K

Ethic Inc.7,893

0.0% of portfolio$418.1K

Jefferies Financial Group Inc.7,550

0.0% of portfolio$399.9K

Yorktown Management & Research Co Inc7,500

0.3% of portfolio$397.3K

Swiss Life Asset Management Ltd6,875

0.0% of portfolio$364.2K

Oppenheimer Asset Management Inc.6,527

0.0% of portfolio$345.7K

Simplex Trading, LLC6,013

0.0% of portfolio$318.5K

Imc-Chicago, LLC5,148

0.0% of portfolio$272.7K

GFS Advisors, LLC5,025

0.0% of portfolio$266.0K

Wealth Enhancement Advisory Services, LLC4,949

0.0% of portfolio$265.1K

Abel Hall, LLC4,351

0.0% of portfolio$230.5K

111 Capital3,973

0.0% of portfolio$210.5K

Atria Investments, Inc3,835

0.0% of portfolio$203.2K

Williams Jones Wealth Management, Llc.3,797

0.0% of portfolio$201.1K

Sterling Capital Management LLC3,389

0.0% of portfolio$179.5K

Compass Financial Management LLC3,283

0.0% of portfolio$173.9K

KBC Group NV3,062

0.0% of portfolio$162

State of Wyoming3,050

0.0% of portfolio$161.6K

University of Texas S AM Investment Management Co2,796

0.0% of portfolio$148.1K

Gamma Investing LLC2,568

0.0% of portfolio$136.0K

EverSource Wealth Advisors, LLC2,245

0.0% of portfolio$118.9K

Rydar Equities, Inc.2,000

0.1% of portfolio$109.3K

Nisa Investment Advisors, LLC1,997

0.0% of portfolio$105.8K

Hilltop National Bank1,780

0.0% of portfolio$94.3K

Pinnacle Wealth Planning Services, Inc.1,595

0.0% of portfolio$84.5K

Blue Trust, Inc.1,421

0.0% of portfolio$75.3K

Harbor Investment Advisory, LLC1,283

0.0% of portfolio$68.0K

Parallel Advisors, LLC1,056

0.0% of portfolio$55.9K

Versant Capital Management, Inc941

0.0% of portfolio$49.8K

Lanark Financial, Inc.921

0.0% of portfolio$48.8K

Salomon & Ludwin, LLC809

0.0% of portfolio$42.9K

Bayforest Capital Ltd571

0.0% of portfolio$30.2K

Parkside Financial Bank & Trust509

0.0% of portfolio$27.0K

IFP Advisors, Inc400

0.0% of portfolio$21.2K

Lynch Investment Planning, LLC347

0.0% of portfolio$18.4K

Root Financial Partners, LLC322

0.0% of portfolio$17.1K

Valued Wealth Advisors LLC299

0.0% of portfolio$15.8K

Mather Group, Llc.236

0.0% of portfolio$12.5K

Farther Finance Advisors, LLC215

0.0% of portfolio$11.4K

Rossby Financial, LCC178

0.0% of portfolio$9.4K

Bare Financial Services, Inc136

0.0% of portfolio$7.2K

Signaturefd, LLC133

0.0% of portfolio$7.0K

Larson Financial Group LLC126

0.0% of portfolio$6.7K

First Horizon Corp124

0.0% of portfolio$6.6K

Essential Partners LLC120

0.0% of portfolio$6.4K

Covestor Ltd112

0.0% of portfolio$6

Caitong International Asset Management Co., Ltd107

0.0% of portfolio$5.7K

US Bancorp \de\107

0.0% of portfolio$5.7K

Farmers & Merchants Investments Inc87

0.0% of portfolio$4.6K

Creative Capital Management Investments LLC83

0.0% of portfolio$4.4K

True Wealth Design, LLC78

0.0% of portfolio$4.1K

High Note Wealth, LLC77

0.0% of portfolio$4.1K

UMB Private Wealth Management, LLC63

0.0% of portfolio$3.3K

Fortitude Family Office, LLC58

0.0% of portfolio$3.1K

JFS Wealth Advisors, LLC58

0.0% of portfolio$3.1K

SJS Investment Consulting Inc.46

0.0% of portfolio$2.4K

Armstrong Advisory Group, Inc40

0.0% of portfolio$2.1K

Silver Grove Financial Group, Inc.38

0.0% of portfolio$2.0K

Ares Financial Consulting, LLC24

0.0% of portfolio$1.3K

Valley National Advisers Inc23

0.0% of portfolio$1.2K

MassMutual Private Wealth & Trust, FSB16

0.0% of portfolio$848

Bay Harbor Wealth Management, LLC15

0.0% of portfolio$795

Ascentis Wealth Management, LLC14

0.0% of portfolio$741

Gilpin Wealth Management, LLC14

0.0% of portfolio$742

Assetmark, Inc13

0.0% of portfolio$689

Physician Wealth Advisors, Inc.12

0.0% of portfolio$636

Rakuten Securities, Inc.11

0.0% of portfolio$583

DiNuzzo Private Wealth, Inc.10

0.0% of portfolio$530

Financial Consulate, Inc8

0.0% of portfolio$424

SBI Securities Co., Ltd.8

0.0% of portfolio$424

Cedar Mountain Advisors, LLC7

0.0% of portfolio$371

TD Private Client Wealth LLC7

0.0% of portfolio$371

DecisionPoint Financial, LLC6

0.0% of portfolio$322

Hughes Financial Services, LLC5

0.0% of portfolio$241

Proathlete Wealth Management LLC5

0.0% of portfolio$264

Abound Wealth Management2

0.0% of portfolio$106

Maryland Capital Advisors Inc.1

0.0% of portfolio$53

Davis Capital Management1

0.0% of portfolio$53

Wilkerson Advisory Group LLC0

0.0% of portfolio$20

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	2,339,471	$123.9M	0.0%	Index	Low	Austin, TX	2026-11-04
Chickasaw Capital Management LLC	1,017,357	$53.9M	1.9%	Yield	Low	Memphis, TN	2026-10-08
Bank of New York Mellon Corp	994,085	$52.7M	0.0%	Core	Low	New York, NY	2026-11-05
Eagle Global Advisors LLC	842,500	$44.6M	1.5%	Core	Low	Houston, TX	2026-11-02
Conestoga Capital Advisors, LLC	835,090	$44.2M	1.3%	Core	Low	Wayne, PA	2026-11-02
Cushing Asset Management, LP dba NXG Investment Management	728,000	$38.6M	1.8%	Yield	Medium	Dallas, TX	2026-10-26
Principal Financial Group Inc	694,943	$36.8M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Copeland Capital Management, LLC	662,857	$35.1M	0.8%	Value	Medium	Conshohocken, PA	2026-10-13
Augustine Asset Management Inc	609,418	$32.3M	7.0%	Growth	Very Low	Jacksonville, FL	2026-10-13
Tema Etfs LLC	194,015	$10.3M	0.4%	Growth	Medium	New York, NY	2026-10-16
Fifth Third Bancorp	172,754	$9.2M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Assenagon Asset Management S.A.	169,606	$9.0M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Baker Ellis Asset Management LLC	127,574	$6.8M	0.7%	GARP	Very Low	Vancouver, WA	2026-10-14
Fulcrum Asset Management LLP	104,663	$5.4M	0.3%	Core	Medium	London, United Kingdom	2026-11-04
Viking Fund Management LLC	100,000	$5.3M	0.5%	Yield	Medium	Minot, ND	2026-10-14
Exchange Traded Concepts, LLC	99,968	$5.3M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
King Luther Capital Management Corp	90,368	$4.8M	0.0%	Core	Low	Fort Worth, TX	2026-11-05
Citigroup Inc	78,654	$4.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Kornitzer Capital Management Inc	76,295	$4.0M	0.1%	Core	Low	Shawnee Mission, KS	2026-11-03
Allspring Global Investments Holdings, LLC	72,861	$3.9M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Thrivent Financial for Lutherans	64,305	$3.4M	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Bridge City Capital, LLC	47,656	$2.5M	0.5%	Value	Medium	Lake Oswego, OR	2026-10-29
Illinois Municipal Retirement Fund	46,192	$2.4M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
DekaBank Deutsche Girozentrale	45,900	$2.4K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Creative Planning	45,352	$2.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Riverwater Partners LLC	43,987	$2.3M	0.6%	Value	Medium	Milwaukee, WI	2026-11-03
Asset Management One Co., Ltd.	43,103	$2.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Louisiana State Employees Retirement System	43,100	$2.3M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
B. Metzler seel. Sohn & Co. AG	41,306	$2.2M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
State of New Jersey Common Pension Fund D	32,459	$1.7M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Stablepoint Partners, LLC	32,374	$1.7M	0.2%	Core	Low	Braintree, MA	2026-11-03
New York State Teachers Retirement System	31,929	$1.7K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Virginia Retirement Systems ET Al	31,700	$1.7M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Harbor Capital Advisors, Inc.	29,143	$1.5K	0.0%	Value	High	Chicago, IL	2026-10-22
United Advisor Group, LLC	27,803	$1.5M	0.1%	ETF	Low	Cincinnati, OH	2026-11-03
Arizona State Retirement System	27,723	$1.5M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Yousif Capital Management, LLC	26,703	$1.4M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Amalgamated Bank	26,209	$1.4K	0.0%	Core	Very Low	New York, NY	2026-10-23
Argentarii, LLC	24,934	$1.3M	0.4%	Growth	Low	Cincinnati, OH	2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	23,821	$1.3M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Oregon Public Employees Retirement Fund	22,700	$1.2M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Maryland State Retirement & Pension System	22,543	$1.2M	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
State of Alaska, Department of Revenue	21,525	$1.1K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Kestra Private Wealth Services, LLC	21,218	$1.1M	0.0%	Growth	Low	Austin, TX	2026-10-30
Hanseatic Management Services Inc	15,633	$828.1K	0.7%	Growth	High	Albuquerque, NM	2026-10-27
Pictet Asset Management Holding SA	14,742	$780.9K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
ProShare Advisors LLC	14,093	$746.5K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Strs Ohio	13,700	$725.7K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Oppenheimer & Co Inc	12,860	$681.2K	0.0%	Core	Low	New York, NY	2026-10-26
Mutual of America Capital Management LLC	11,536	$611.1K	0.0%	Index	Low	New York, NY	2026-10-23
MBM Wealth Consultants, LLC	10,578	$560.3K	0.1%	ETF	Very Low	Chesterfield, MO	2026-10-20
Pavaki Capital Management LLC	10,500	$556.2K	0.2%	GARP	Medium	Pueblo, CO	2026-10-26
Xponance LLC	9,645	$510.9K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Counterpoint Mutual Funds LLC	9,398	$497.8K	0.0%	Deep Value	Very High	San Diego, CA	2026-10-16
TSA Wealth Managment LLC	9,377	$496.7K	0.1%	ETF	Medium	Houston, TX	2026-10-22
Keybank National Association	9,206	$487.6K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Profund Advisors LLC	9,127	$483.5K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Cynosure Group, LLC	8,357	$442.7K	0.1%	ETF	Medium	Salt Lake City, UT	2026-11-03
Ethic Inc.	7,893	$418.1K	0.0%	Core	Low	New York, NY	2026-11-03
Jefferies Financial Group Inc.	7,550	$399.9K	0.0%	Core	Very High	New York, NY	2026-11-05
Yorktown Management & Research Co Inc	7,500	$397.3K	0.3%	Momentum	Medium	Forest, VA	2026-10-28
Swiss Life Asset Management Ltd	6,875	$364.2K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Oppenheimer Asset Management Inc.	6,527	$345.7K	0.0%	Core	Medium	New York, NY	2026-10-27
Simplex Trading, LLC	6,013	$318.5K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Imc-Chicago, LLC	5,148	$272.7K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
GFS Advisors, LLC	5,025	$266.0K	0.0%	Core	Low	Houston, TX	2026-11-03
Wealth Enhancement Advisory Services, LLC	4,949	$265.1K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Abel Hall, LLC	4,351	$230.5K	0.0%	Core	Medium	Baton Rouge, LA	2026-10-19
111 Capital	3,973	$210.5K	0.0%	Core	Very High	Paris, India	2026-11-03
Atria Investments, Inc	3,835	$203.2K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Williams Jones Wealth Management, Llc.	3,797	$201.1K	0.0%	Growth	Low	New York, NY	2026-11-05
Sterling Capital Management LLC	3,389	$179.5K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Compass Financial Management LLC	3,283	$173.9K	0.0%	Core	N/A	Tampa, FL	2026-10-30
KBC Group NV	3,062	$162	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
State of Wyoming	3,050	$161.6K	0.0%	Value	High	Cheyenne, WY	2026-10-28
University of Texas S AM Investment Management Co	2,796	$148.1K	0.0%	Core	High	Austin, TX	2026-11-03
Gamma Investing LLC	2,568	$136.0K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
EverSource Wealth Advisors, LLC	2,245	$118.9K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Rydar Equities, Inc.	2,000	$109.3K	0.1%	Core	Very Low	Weatherford, TX	2026-10-13
Nisa Investment Advisors, LLC	1,997	$105.8K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Hilltop National Bank	1,780	$94.3K	0.0%	Core	Low	Casper, WY	2026-10-14
Pinnacle Wealth Planning Services, Inc.	1,595	$84.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Blue Trust, Inc.	1,421	$75.3K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Harbor Investment Advisory, LLC	1,283	$68.0K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Parallel Advisors, LLC	1,056	$55.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Versant Capital Management, Inc	941	$49.8K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Lanark Financial, Inc.	921	$48.8K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Salomon & Ludwin, LLC	809	$42.9K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Bayforest Capital Ltd	571	$30.2K	0.0%	Deep Value	Very High	London, United Kingdom	2026-11-03
Parkside Financial Bank & Trust	509	$27.0K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
IFP Advisors, Inc	400	$21.2K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Lynch Investment Planning, LLC	347	$18.4K	0.0%	ETF	Low	Newtown Square, PA	2026-10-27
Root Financial Partners, LLC	322	$17.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Valued Wealth Advisors LLC	299	$15.8K	0.0%	Index	Very Low	Holladay, UT	2026-11-05
Mather Group, Llc.	236	$12.5K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Farther Finance Advisors, LLC	215	$11.4K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Rossby Financial, LCC	178	$9.4K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Bare Financial Services, Inc	136	$7.2K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Signaturefd, LLC	133	$7.0K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Larson Financial Group LLC	126	$6.7K	0.0%	Growth	Low	St Louis, MO	2026-11-05
First Horizon Corp	124	$6.6K	0.0%	Core	Low	Memphis, TN	2026-10-26
Essential Partners LLC	120	$6.4K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Covestor Ltd	112	$6	0.0%	Value	High	London, United Kingdom	2026-10-30
Caitong International Asset Management Co., Ltd	107	$5.7K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
US Bancorp \de\	107	$5.7K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Farmers & Merchants Investments Inc	87	$4.6K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Creative Capital Management Investments LLC	83	$4.4K	0.0%	ETF	Low	San Diego, CA	2026-10-28
True Wealth Design, LLC	78	$4.1K	0.0%	ETF	Medium	Akron, OH	2026-10-13
High Note Wealth, LLC	77	$4.1K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
UMB Private Wealth Management, LLC	63	$3.3K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Fortitude Family Office, LLC	58	$3.1K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
JFS Wealth Advisors, LLC	58	$3.1K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
SJS Investment Consulting Inc.	46	$2.4K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Armstrong Advisory Group, Inc	40	$2.1K	0.0%	ETF	High	Needham, MA	2026-10-09
Silver Grove Financial Group, Inc.	38	$2.0K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Ares Financial Consulting, LLC	24	$1.3K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Valley National Advisers Inc	23	$1.2K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
MassMutual Private Wealth & Trust, FSB	16	$848	0.0%	Core	Low	Springfield, MA	2026-10-05
Bay Harbor Wealth Management, LLC	15	$795	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Ascentis Wealth Management, LLC	14	$741	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Gilpin Wealth Management, LLC	14	$742	0.0%	Growth	Low	Denver, CO	2026-10-09
Assetmark, Inc	13	$689	0.0%	ETF	Low	Concord, CA	2026-10-21
Physician Wealth Advisors, Inc.	12	$636	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Rakuten Securities, Inc.	11	$583	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
DiNuzzo Private Wealth, Inc.	10	$530	0.0%	ETF	Low	Beaver, PA	2026-10-16
Financial Consulate, Inc	8	$424	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
SBI Securities Co., Ltd.	8	$424	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Cedar Mountain Advisors, LLC	7	$371	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
TD Private Client Wealth LLC	7	$371	0.0%	ETF	Low	New York, NY	2026-10-28
DecisionPoint Financial, LLC	6	$322	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Hughes Financial Services, LLC	5	$241	0.0%	ETF	Low	Herndon, VA	2026-10-30
Proathlete Wealth Management LLC	5	$264	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Abound Wealth Management	2	$106	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Maryland Capital Advisors Inc.	1	$53	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Davis Capital Management	1	$53	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Wilkerson Advisory Group LLC	0	$20	0.0%	ETF	Medium	Columbia, MO	2026-10-20