Medline Inc (MDLN)

CUSIP: 58507V107 | NYSE | Healthcare · Medical Instruments & Supplies | Large Cap | 558 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/AGIC Private Limited with Hux Investment Pte. Ltd., GIC Special Investments Private Limited	114,357,929	13.0%	New 5%+ stake	Sep 30, 2026	No 13F filer matched
13G/ABlackstone Group Management L.L.C. with Blackstone Management Associates VIII L.P., Mozart Aggregator II LP, BX Mozart Ml-2 Holdco GP L.L.C., +7 more

Institutional Holders — Q3 2026

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Egerton Capital (UK) LLP13,283,017

4.7% of portfolio$460.9M

Banque Pictet & CIE SA7,455,089

1.8% of portfolio$258.7M

Principal Financial Group Inc5,748,641

0.1% of portfolio$199.5M

Allspring Global Investments Holdings, LLC2,700,425

0.1% of portfolio$94.4M

Robeco Institutional Asset Management B.V.1,856,810

0.1% of portfolio$64.4M

Parnassus Investments, LLC1,296,150

0.1% of portfolio$45.0M

Bank of New York Mellon Corp1,105,419

0.0% of portfolio$38.4M

Sumitomo Mitsui Trust Group, Inc.795,551

0.0% of portfolio$27.6M

Daiwa Securities Group Inc.784,744

0.1% of portfolio$27.2M

Douglas Lane & Associates, LLC554,224

0.3% of portfolio$19.2M

Mitsubishi UFJ Asset Management Co., Ltd.504,904

0.0% of portfolio$17.5M

Bank Pictet & Cie (Europe) AG404,883

0.3% of portfolio$14.0M

Premier Fund Managers Ltd275,713

0.0% of portfolio$9.6K

Citigroup Inc255,154

0.0% of portfolio$8.9M

Pictet Asset Management Holding SA215,114

0.0% of portfolio$7.5M

Cullen T Bankers, Inc.200,147

0.1% of portfolio$6.9M

Assenagon Asset Management S.A.196,932

0.0% of portfolio$6.8M

Clio Asset Management LLC196,443

5.7% of portfolio$6.8M

Renaissance Capital LLC169,355

4.1% of portfolio$5.9M

Washington Trust Advisors, Inc.167,085

0.4% of portfolio$5.8M

Fideuram Asset Management (Ireland) dac159,512

0.1% of portfolio$6.2M

Asset Management One Co., Ltd.137,816

0.0% of portfolio$4.8M

Meiji Yasuda America Inc135,314

0.6% of portfolio$4.7M

State of New Jersey Common Pension Fund D119,715

0.0% of portfolio$4.2M

Fjarde Ap-Fonden TH Swedish National Pension Fund111,600

0.0% of portfolio$3.9M

Arizona State Retirement System101,578

0.0% of portfolio$3.5M

SEB Asset Management AB100,643

0.0% of portfolio$3.5M

Jefferies Financial Group Inc.100,000

0.0% of portfolio$3.5M

MFF Capital Investments Ltd100,000

0.2% of portfolio$3.5M

Pictet Bank & Trust Ltd91,500

3.7% of portfolio$3.2M

Montaka Global Pty Ltd90,000

1.4% of portfolio$3.1M

IFM Investors Pty Ltd85,907

0.0% of portfolio$3.0M

Swiss Life Asset Management Ltd70,082

0.0% of portfolio$2.4M

Mass General Brigham, Inc68,413

0.5% of portfolio$2.4M

Creative Planning66,154

0.0% of portfolio$2.3M

Inspire Investing, LLC65,547

0.1% of portfolio$2.3M

Mendel Money Management60,405

0.8% of portfolio$2.1M

Oppenheimer & Co Inc60,023

0.0% of portfolio$2.1M

First American Bank54,359

0.1% of portfolio$1.9M

Xponance LLC52,276

0.0% of portfolio$1.8M

MacKenzie Financial Corp41,877

0.0% of portfolio$1.5M

OP Asset Management Ltd40,707

0.0% of portfolio$1.4M

TD Private Client Wealth LLC38,418

0.0% of portfolio$1.3M

Sumitomo Mitsui DS Asset Management Company, Ltd38,338

0.0% of portfolio$1.3M

ABN Amro Investment Solutions36,265

0.0% of portfolio$1.3M

Simplex Trading, LLC35,327

0.0% of portfolio$1.2M

Imc-Chicago, LLC34,479

0.0% of portfolio$1.2M

KBC Group NV33,745

0.0% of portfolio$1.2K

CIBC Asset Management Inc31,377

0.0% of portfolio$1.1M

Maryland State Retirement & Pension System27,149

0.0% of portfolio$942.1K

Gulf International Bank (UK) Ltd24,659

0.0% of portfolio$855

Rakuten Investment Management, Inc.24,482

0.0% of portfolio$856.4K

Pacific Capital Partners Ltd21,201

0.6% of portfolio$735.7K

Amalgamated Bank20,671

0.0% of portfolio$717

Regions Financial Corp20,157

0.0% of portfolio$699.4K

TrueWealth Advisors, LLC17,040

0.1% of portfolio$591.3K

State of Wyoming16,810

0.0% of portfolio$583.3K

SteelPeak Wealth, LLC16,495

0.0% of portfolio$572.4K

Machina Capital S.A.S.14,677

0.1% of portfolio$509.3K

Ag2r LA Mondiale Gestion D'actifs14,537

0.0% of portfolio$504.4K

B. Metzler seel. Sohn & Co. AG14,494

0.0% of portfolio$502.9K

US Bancorp \de\13,842

0.0% of portfolio$480.3K

North Dakota State Investment Board13,739

0.0% of portfolio$476.7K

Sterling Capital Management LLC12,971

0.0% of portfolio$450.1K

E. Ohman J:or Asset Management AB12,890

0.0% of portfolio$447.3K

Fulcrum Asset Management LLP12,728

0.0% of portfolio$445.2K

Mengis Capital Management, Inc.12,595

0.1% of portfolio$437.0K

Strs Ohio12,512

0.0% of portfolio$434.2K

Truist Financial Corp11,762

0.0% of portfolio$408.1K

Atria Investments, Inc11,694

0.0% of portfolio$405.8K

Fiduciary Alliance LLC10,825

0.0% of portfolio$375.6K

Fifth Third Bancorp9,602

0.0% of portfolio$333.2K

HB Wealth Management, LLC9,269

0.0% of portfolio$321.6K

Kestra Private Wealth Services, LLC8,199

0.0% of portfolio$284.5K

Choreo, LLC8,122

0.0% of portfolio$281.8K

Wealth Advisory Solutions, LLC7,061

0.1% of portfolio$245.0K

Sendero Wealth Management, LLC7,029

0.0% of portfolio$243.9K

Dimensional Fund Advisors LP6,804

0.0% of portfolio$236.1K

Cambridge Investment Research Advisors, Inc.6,695

0.0% of portfolio$232

Gateway Investment Advisers LLC6,162

0.0% of portfolio$213.8K

Vise Technologies, Inc.5,950

0.0% of portfolio$206.5K

PensionDanmark Pensionsforsikringsaktieselskab5,000

0.0% of portfolio$173.5K

PKO Investment Management Joint-Stock Co5,000

0.0% of portfolio$173.5K

BI Asset Management Fondsmaeglerselskab A/S4,792

0.0% of portfolio$166

ASR Vermogensbeheer N.V.4,690

0.0% of portfolio$162.7K

Parallel Advisors, LLC3,931

0.0% of portfolio$136.4K

Nisa Investment Advisors, LLC3,019

0.0% of portfolio$104.8K

Mirae Asset Global Investments Co., Ltd.2,514

0.0% of portfolio$87.2K

Versant Capital Management, Inc2,102

0.0% of portfolio$72.9K

Covestor Ltd1,953

0.0% of portfolio$68

North Star Investment Management Corp.1,800

0.0% of portfolio$62.5K

Oslo Pensjonsforsikring AS1,613

0.0% of portfolio$56.0K

Financial Consulate, Inc1,038

0.0% of portfolio$36.0K

Reyes Financial Architecture, Inc.872

0.0% of portfolio$30.3K

Lanark Financial, Inc.700

0.0% of portfolio$24.3K

Wilmington Savings Fund Society, FSB670

0.0% of portfolio$23.2K

Gamma Investing LLC667

0.0% of portfolio$23.1K

Farther Finance Advisors, LLC541

0.0% of portfolio$18.8K

Trust Co of Vermont538

0.0% of portfolio$18.7K

Raiffeisen Bank International AG442

0.0% of portfolio$15.5K

Toth Financial Advisory Corp419

0.0% of portfolio$14.5K

Essential Investment Partners LLC400

0.0% of portfolio$13.9K

Murphy & Mullick Capital Management Corp375

0.0% of portfolio$13.0K

Fortitude Family Office, LLC325

0.0% of portfolio$11.3K

Jacobi Capital Management LLC276

0.0% of portfolio$9.6K

Kozak & Associates, Inc.275

0.0% of portfolio$8.9K

Parkside Financial Bank & Trust250

0.0% of portfolio$8.7K

Concord Wealth Partners250

0.0% of portfolio$8.7K

EverSource Wealth Advisors, LLC248

0.0% of portfolio$8.6K

First Command Advisory Services, Inc.222

0.0% of portfolio$7.7K

Golden State Wealth Management, LLC200

0.0% of portfolio$6.9K

First Community Trust NA200

0.0% of portfolio$6.9K

Provenance Wealth Advisors, LLC181

0.0% of portfolio$6.3K

SBI Securities Co., Ltd.179

0.0% of portfolio$6.2K

Private Wealth Management Group, LLC170

0.0% of portfolio$5.9K

Signature Equity Partners, LLC154

0.0% of portfolio$5.3K

Blue Trust, Inc.150

0.0% of portfolio$5.2K

TD Waterhouse Canada Inc.150

0.0% of portfolio$5.3K

UMB Private Wealth Management, LLC150

0.0% of portfolio$5.2K

Assetmark, Inc112

0.0% of portfolio$3.9K

Cromwell Holdings LLC111

0.0% of portfolio$3.9K

Redwood Park Advisors LLC111

0.0% of portfolio$3.9K

Avion Wealth102

0.0% of portfolio$3

Costello Asset Management, Inc100

0.0% of portfolio$3.5K

Main Street Group, LTD100

0.0% of portfolio$3.5K

Root Financial Partners, LLC84

0.0% of portfolio$2.9K

Highline Wealth Partners LLC82

0.0% of portfolio$2.8K

MassMutual Private Wealth & Trust, FSB70

0.0% of portfolio$2.4K

Bokf, NA68

0.0% of portfolio$2.4K

Farmers & Merchants Investments Inc56

0.0% of portfolio$1.9K

Private Trust Co NA55

0.0% of portfolio$1.9K

Pinnacle Wealth Planning Services, Inc.52

0.0% of portfolio$1.8K

IFP Advisors, Inc52

0.0% of portfolio$1.8K

WPG Advisers, LLC50

0.0% of portfolio$1.7K

William Mack & Associates, Inc.47

0.0% of portfolio$1.6K

Physician Wealth Advisors, Inc.43

0.0% of portfolio$1.5K

Global Trust Asset Management, LLC43

0.0% of portfolio$1.5K

Larson Financial Group LLC39

0.0% of portfolio$1.4K

Caitong International Asset Management Co., Ltd34

0.0% of portfolio$1.2K

Hughes Financial Services, LLC33

0.0% of portfolio$1.1K

Owl Creek Wealth Partners LLC25

0.0% of portfolio$868

SJS Investment Consulting Inc.22

0.0% of portfolio$764

Arlington Trust Co LLC21

0.0% of portfolio$729

Align Financial, LLC17

0.0% of portfolio$590

Bell Investment Advisors, Inc15

0.0% of portfolio$521

True Wealth Design, LLC14

0.0% of portfolio$486

Manchester Capital Management LLC11

0.0% of portfolio$382

Rakuten Securities, Inc.9

0.0% of portfolio$312

James T. Borello RIA8

0.0% of portfolio$278

Davis Capital Management8

0.0% of portfolio$278

Planning Strategies Inc.6

0.0% of portfolio$208

Signaturefd, LLC4

0.0% of portfolio$142

CoreCap Advisors, LLC4

0.0% of portfolio$139

Central Trust Co2

0.0% of portfolio$77

				Style	Turnover	Location	Filed
Egerton Capital (UK) LLP	13,283,017	$460.9M	4.7%	Growth	High	London, United Kingdom	2026-10-20
Banque Pictet & CIE SA	7,455,089	$258.7M	1.8%	Core	Medium	Geneva 73, Switzerland	2026-10-16
Principal Financial Group Inc	5,748,641	$199.5M	0.1%	Core	Low	Des Moines, IA	2026-11-02
Allspring Global Investments Holdings, LLC	2,700,425	$94.4M	0.1%	Core	Medium	Charlotte, NC	2026-11-04
Robeco Institutional Asset Management B.V.	1,856,810	$64.4M	0.1%	Core	Medium	Rotterdam, Philippines	2026-10-20
Parnassus Investments, LLC	1,296,150	$45.0M	0.1%	Growth	Medium	San Francisco, CA	2026-10-22
Bank of New York Mellon Corp	1,105,419	$38.4M	0.0%	Core	Low	New York, NY	2026-11-05
Sumitomo Mitsui Trust Group, Inc.	795,551	$27.6M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Daiwa Securities Group Inc.	784,744	$27.2M	0.1%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Douglas Lane & Associates, LLC	554,224	$19.2M	0.3%	Value	Low	New York, NY	2026-10-09
Mitsubishi UFJ Asset Management Co., Ltd.	504,904	$17.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Bank Pictet & Cie (Europe) AG	404,883	$14.0M	0.3%	Growth	Low	Frankfurt Am Main, Hong Kong	2026-10-20
Premier Fund Managers Ltd	275,713	$9.6K	0.0%	Momentum	Medium	London, United Kingdom	2026-11-02
Citigroup Inc	255,154	$8.9M	0.0%	Core	Medium	New York, NY	2026-11-04
Pictet Asset Management Holding SA	215,114	$7.5M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Cullen T Bankers, Inc.	200,147	$6.9M	0.1%	Growth	Low	San Antonio, TX	2026-10-28
Assenagon Asset Management S.A.	196,932	$6.8M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Clio Asset Management LLC	196,443	$6.8M	5.7%	Core	Medium	Charlottesville, VA	2026-10-13
Renaissance Capital LLC	169,355	$5.9M	4.1%	Agg Growth	High	Stamford, CT	2026-10-23
Washington Trust Advisors, Inc.	167,085	$5.8M	0.4%	Growth	Low	Wellesley, MA	2026-10-22
Fideuram Asset Management (Ireland) dac	159,512	$6.2M	0.1%	Core	High	Dublin 1, Lithuania	2026-10-29
Asset Management One Co., Ltd.	137,816	$4.8M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Meiji Yasuda America Inc	135,314	$4.7M	0.6%	Growth	Very Low	New York, NY	2026-10-22
State of New Jersey Common Pension Fund D	119,715	$4.2M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund	111,600	$3.9M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-15
Arizona State Retirement System	101,578	$3.5M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
SEB Asset Management AB	100,643	$3.5M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
Jefferies Financial Group Inc.	100,000	$3.5M	0.0%	Core	Very High	New York, NY	2026-11-05
MFF Capital Investments Ltd	100,000	$3.5M	0.2%	Core	Very Low	Sydney, China	2026-11-05
Pictet Bank & Trust Ltd	91,500	$3.2M	3.7%	Growth	Medium	Nassau, Colombia	2026-10-21
Montaka Global Pty Ltd	90,000	$3.1M	1.4%	Core	Medium	Sydney, China	2026-11-05
IFM Investors Pty Ltd	85,907	$3.0M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
Swiss Life Asset Management Ltd	70,082	$2.4M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Mass General Brigham, Inc	68,413	$2.4M	0.5%	Agg Growth	Very Low	Somerville, MA	2026-11-03
Creative Planning	66,154	$2.3M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Inspire Investing, LLC	65,547	$2.3M	0.1%	GARP	High	Meridian, ID	2026-10-22
Mendel Money Management	60,405	$2.1M	0.8%	Growth	Medium	Northbrook, IL	2026-11-02
Oppenheimer & Co Inc	60,023	$2.1M	0.0%	Core	Low	New York, NY	2026-10-26
First American Bank	54,359	$1.9M	0.1%	Growth	Very Low	Dundee, IL	2026-10-27
Xponance LLC	52,276	$1.8M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
MacKenzie Financial Corp	41,877	$1.5M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
OP Asset Management Ltd	40,707	$1.4M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
TD Private Client Wealth LLC	38,418	$1.3M	0.0%	ETF	Low	New York, NY	2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd	38,338	$1.3M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
ABN Amro Investment Solutions	36,265	$1.3M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Simplex Trading, LLC	35,327	$1.2M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Imc-Chicago, LLC	34,479	$1.2M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
KBC Group NV	33,745	$1.2K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
CIBC Asset Management Inc	31,377	$1.1M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Maryland State Retirement & Pension System	27,149	$942.1K	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Gulf International Bank (UK) Ltd	24,659	$855	0.0%	Core	Very Low	London, United Kingdom	2026-10-20
Rakuten Investment Management, Inc.	24,482	$856.4K	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
Pacific Capital Partners Ltd	21,201	$735.7K	0.6%	GARP	Very High	London, United Kingdom	2026-10-28
Amalgamated Bank	20,671	$717	0.0%	Core	Very Low	New York, NY	2026-10-23
Regions Financial Corp	20,157	$699.4K	0.0%	Core	Low	Birmingham, AL	2026-11-05
TrueWealth Advisors, LLC	17,040	$591.3K	0.1%	ETF	Medium	Birmingham, AL	2026-10-09
State of Wyoming	16,810	$583.3K	0.0%	Value	High	Cheyenne, WY	2026-10-28
SteelPeak Wealth, LLC	16,495	$572.4K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Machina Capital S.A.S.	14,677	$509.3K	0.1%	Value	Very High	Paris, India	2026-11-05
Ag2r LA Mondiale Gestion D'actifs	14,537	$504.4K	0.0%	Growth	Low	Paris, India	2026-10-26
B. Metzler seel. Sohn & Co. AG	14,494	$502.9K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
US Bancorp \de\	13,842	$480.3K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
North Dakota State Investment Board	13,739	$476.7K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Sterling Capital Management LLC	12,971	$450.1K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
E. Ohman J:or Asset Management AB	12,890	$447.3K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
Fulcrum Asset Management LLP	12,728	$445.2K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Mengis Capital Management, Inc.	12,595	$437.0K	0.1%	Core	Low	Portland, OR	2026-10-13
Strs Ohio	12,512	$434.2K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Truist Financial Corp	11,762	$408.1K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Atria Investments, Inc	11,694	$405.8K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Fiduciary Alliance LLC	10,825	$375.6K	0.0%	Core	Medium	Greenville, SC	2026-10-13
Fifth Third Bancorp	9,602	$333.2K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
HB Wealth Management, LLC	9,269	$321.6K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Kestra Private Wealth Services, LLC	8,199	$284.5K	0.0%	Growth	Low	Austin, TX	2026-10-30
Choreo, LLC	8,122	$281.8K	0.0%	Index	Low	Rockford, IL	2026-10-28
Wealth Advisory Solutions, LLC	7,061	$245.0K	0.1%	ETF	Low	Zionsville, IN	2026-10-20
Sendero Wealth Management, LLC	7,029	$243.9K	0.0%	GARP	Low	San Antonio, TX	2026-10-14
Dimensional Fund Advisors LP	6,804	$236.1K	0.0%	Index	Low	Austin, TX	2026-11-04
Cambridge Investment Research Advisors, Inc.	6,695	$232	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Gateway Investment Advisers LLC	6,162	$213.8K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Vise Technologies, Inc.	5,950	$206.5K	0.0%	Index	Low	New York, NY	2026-10-29
PensionDanmark Pensionsforsikringsaktieselskab	5,000	$173.5K	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
PKO Investment Management Joint-Stock Co	5,000	$173.5K	0.0%	Growth	Medium	Warsaw, Russia	2026-10-19
BI Asset Management Fondsmaeglerselskab A/S	4,792	$166	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
ASR Vermogensbeheer N.V.	4,690	$162.7K	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Parallel Advisors, LLC	3,931	$136.4K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Nisa Investment Advisors, LLC	3,019	$104.8K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Mirae Asset Global Investments Co., Ltd.	2,514	$87.2K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Versant Capital Management, Inc	2,102	$72.9K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Covestor Ltd	1,953	$68	0.0%	Value	High	London, United Kingdom	2026-10-30
North Star Investment Management Corp.	1,800	$62.5K	0.0%	Core	Low	Chicago, IL	2026-10-27
Oslo Pensjonsforsikring AS	1,613	$56.0K	0.0%	Value	Low	Oslo, Norway	2026-10-15
Financial Consulate, Inc	1,038	$36.0K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Reyes Financial Architecture, Inc.	872	$30.3K	0.0%	ETF	Very High	San Diego, CA	2026-10-22
Lanark Financial, Inc.	700	$24.3K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Wilmington Savings Fund Society, FSB	670	$23.2K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Gamma Investing LLC	667	$23.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Farther Finance Advisors, LLC	541	$18.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Trust Co of Vermont	538	$18.7K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Raiffeisen Bank International AG	442	$15.5K	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
Toth Financial Advisory Corp	419	$14.5K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Essential Investment Partners LLC	400	$13.9K	0.0%	Growth	Low	Englewood, CO	2026-10-27
Murphy & Mullick Capital Management Corp	375	$13.0K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Fortitude Family Office, LLC	325	$11.3K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Jacobi Capital Management LLC	276	$9.6K	0.0%	Core	Low	Pittston, PA	2026-11-05
Kozak & Associates, Inc.	275	$8.9K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Parkside Financial Bank & Trust	250	$8.7K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Concord Wealth Partners	250	$8.7K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
EverSource Wealth Advisors, LLC	248	$8.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
First Command Advisory Services, Inc.	222	$7.7K	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Golden State Wealth Management, LLC	200	$6.9K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
First Community Trust NA	200	$6.9K	0.0%	Growth	Low	Dubuque, IA	2026-10-07
Provenance Wealth Advisors, LLC	181	$6.3K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
SBI Securities Co., Ltd.	179	$6.2K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Private Wealth Management Group, LLC	170	$5.9K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Signature Equity Partners, LLC	154	$5.3K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Blue Trust, Inc.	150	$5.2K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
TD Waterhouse Canada Inc.	150	$5.3K	0.0%	Core	Low	Toronto, Australia	2026-10-16
UMB Private Wealth Management, LLC	150	$5.2K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Assetmark, Inc	112	$3.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
Cromwell Holdings LLC	111	$3.9K	0.0%	Index	Low	Jackson, WY	2026-10-28
Redwood Park Advisors LLC	111	$3.9K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Avion Wealth	102	$3	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Costello Asset Management, Inc	100	$3.5K	0.0%	Core	Low	Feasterville, PA	2026-10-30
Main Street Group, LTD	100	$3.5K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
Root Financial Partners, LLC	84	$2.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Highline Wealth Partners LLC	82	$2.8K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
MassMutual Private Wealth & Trust, FSB	70	$2.4K	0.0%	Core	Low	Springfield, MA	2026-10-05
Bokf, NA	68	$2.4K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Farmers & Merchants Investments Inc	56	$1.9K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Private Trust Co NA	55	$1.9K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Pinnacle Wealth Planning Services, Inc.	52	$1.8K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
IFP Advisors, Inc	52	$1.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
WPG Advisers, LLC	50	$1.7K	0.0%	Core	Low	Baltimore, MD	2026-10-27
William Mack & Associates, Inc.	47	$1.6K	0.0%	ETF	Low	Troy, MI	2026-10-27
Physician Wealth Advisors, Inc.	43	$1.5K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Global Trust Asset Management, LLC	43	$1.5K	0.0%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
Larson Financial Group LLC	39	$1.4K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Caitong International Asset Management Co., Ltd	34	$1.2K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Hughes Financial Services, LLC	33	$1.1K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Owl Creek Wealth Partners LLC	25	$868	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
SJS Investment Consulting Inc.	22	$764	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Arlington Trust Co LLC	21	$729	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Align Financial, LLC	17	$590	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Bell Investment Advisors, Inc	15	$521	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
True Wealth Design, LLC	14	$486	0.0%	ETF	Medium	Akron, OH	2026-10-13
Manchester Capital Management LLC	11	$382	0.0%	Core	Low	Manchester, VT	2026-10-22
Rakuten Securities, Inc.	9	$312	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
James T. Borello RIA	8	$278	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Davis Capital Management	8	$278	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Planning Strategies Inc.	6	$208	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Signaturefd, LLC	4	$142	0.0%	Index	Low	Atlanta, GA	2026-10-23
CoreCap Advisors, LLC	4	$139	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Central Trust Co	2	$77	0.0%	Core	Low	Jefferson City, MO	2026-11-05