Mobility Global Inc (MBGL)

CUSIP: 60744M106 | NYSE | Technology · Software - Infrastructure | Mid Cap | 474 institutional holders

Compare Detailed Historical Funds Options Short Interest 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	17,040,616	5.8%	New 5%+ stake	Sep 30, 2026	Not yet in a 13F
13G Vanguard Capital Management LLC	16,081,024	5.5%

Institutional Holders — Q3 2026

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William Blair Investment Management, LLC5,291,068

0.3% of portfolio$90.7M

Mawer Investment Management Ltd.3,706,568

0.5% of portfolio$63.6M

Geode Capital Management, LLC3,391,832

0.0% of portfolio$58.2M

Alberta Investment Management Corp2,268,150

0.2% of portfolio$38.9M

Deroy & Devereaux Private Investment Counsel Inc1,723,240

0.0% of portfolio$29.6K

Principal Financial Group Inc1,398,292

0.0% of portfolio$24.0M

Bank of New York Mellon Corp1,275,285

0.0% of portfolio$21.9M

Mitsubishi UFJ Asset Management Co., Ltd.1,162,478

0.0% of portfolio$19.9M

Barclays PLC1,069,970

0.0% of portfolio$18.3M

Ninety One UK Ltd888,914

0.0% of portfolio$15.2M

Dimensional Fund Advisors LP785,497

0.0% of portfolio$13.5M

PBU - The Pension Fund of Early Childhood & Youth Educators731,279

0.3% of portfolio$12.5M

PNC Financial Services Group, Inc.649,657

0.0% of portfolio$11.1M

Bank of Montreal630,953

0.0% of portfolio$10.8M

Fenimore Asset Management Inc608,454

0.2% of portfolio$10.4M

Aberdeen Group plc531,475

0.0% of portfolio$30.7M

Alecta Tjanstepension Omsesidigt483,600

0.0% of portfolio$8.3M

Thompson Siegel & Walmsley LLC442,608

0.0% of portfolio$7.6K

Creative Planning415,308

0.0% of portfolio$7.1M

Natixis384,874

0.0% of portfolio$6.6M

Russell Investments Group, Ltd.367,363

0.0% of portfolio$6.3M

Pacifica Capital Investments, LLC356,502

2.2% of portfolio$6.1M

Squarepoint Ops LLC343,827

0.0% of portfolio$5.9M

LPL Financial LLC266,633

0.0% of portfolio$4.6M

Savant Capital, LLC264,905

0.0% of portfolio$4.5M

New York State Teachers Retirement System245,194

0.0% of portfolio$4.2K

Pacific Capital Partners Ltd216,245

2.8% of portfolio$3.7M

Thrivent Financial for Lutherans195,833

0.0% of portfolio$3.4K

Deutsche Bank Ag\178,021

0.0% of portfolio$3.1M

US Bancorp \de\177,266

0.0% of portfolio$3.0M

Illinois Municipal Retirement Fund160,066

0.0% of portfolio$2.7M

Fifth Third Bancorp139,828

0.0% of portfolio$2.4M

Louisiana State Employees Retirement System125,600

0.0% of portfolio$2.2M

Douglas Lane & Associates, LLC124,711

0.0% of portfolio$2.1M

GHP Investment Advisors, Inc.119,207

0.1% of portfolio$2.0M

Markel Group Inc.117,690

0.0% of portfolio$2.0M

Vela Investment Management, LLC113,361

0.4% of portfolio$1.9M

Handelsbanken Fonder AB111,548

0.0% of portfolio$1.9K

Lifetime Wealth Management P.C.100,000

1.0% of portfolio$1.7M

State of New Jersey Common Pension Fund D98,639

0.0% of portfolio$1.7M

Swedbank AB86,635

0.0% of portfolio$1.5M

Amalgamated Bank83,877

0.0% of portfolio$1.4K

Arizona State Retirement System83,073

0.0% of portfolio$1.4M

Vaughan David Investments LLC82,152

0.0% of portfolio$1.4K

Maryland State Retirement & Pension System81,422

0.0% of portfolio$1.4M

Yousif Capital Management, LLC79,193

0.0% of portfolio$1.4M

D.A. Davidson & Co.78,244

0.0% of portfolio$1.3M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS69,464

0.0% of portfolio$1.2M

Amundi68,409

0.0% of portfolio$1.2M

Oregon Public Employees Retirement Fund66,146

0.0% of portfolio$1.1M

Ninety One North America, Inc.65,126

0.1% of portfolio$1.1M

Nisa Investment Advisors, LLC64,923

0.0% of portfolio$1.1M

Applied Capital LLC58,833

0.4% of portfolio$1.0M

Cullinan Associates Inc58,400

0.1% of portfolio$1.0M

Citigroup Inc57,364

0.0% of portfolio$983.8K

C WorldWide Group Holding A/S55,486

0.0% of portfolio$952

Segment Wealth Management, LLC50,457

0.0% of portfolio$865.3K

Cambridge Investment Research Advisors, Inc.49,729

0.0% of portfolio$853

Sumitomo Mitsui Trust Group, Inc.49,550

0.0% of portfolio$849.8K

State of Alaska, Department of Revenue49,529

0.0% of portfolio$849

Strs Ohio48,799

0.0% of portfolio$836.9K

Keybank National Association47,672

0.0% of portfolio$817.6K

Truist Financial Corp47,434

0.0% of portfolio$813.5K

Pictet Asset Management Holding SA47,121

0.0% of portfolio$808.1K

Police & Firemen's Retirement System of New Jersey43,269

0.0% of portfolio$742.1K

Fiduciary Alliance LLC43,056

0.1% of portfolio$738.4K

Caldwell Sutter Capital, Inc.37,100

0.2% of portfolio$636.3K

Mutual of America Capital Management LLC36,592

0.0% of portfolio$627.6K

OP Asset Management Ltd33,956

0.0% of portfolio$582.3K

Carlson Capital, L.P.33,000

0.1% of portfolio$566.0K

Moors & Cabot, Inc.32,738

0.0% of portfolio$561.5K

Lecap Asset Management LTD32,381

0.3% of portfolio$555.3K

KBC Group NV31,522

0.0% of portfolio$541

Atria Investments, Inc29,193

0.0% of portfolio$500.7K

Swiss Life Asset Management Ltd28,752

0.0% of portfolio$493.1K

Imc-Chicago, LLC28,626

0.0% of portfolio$490.9K

Exchange Traded Concepts, LLC28,359

0.0% of portfolio$486.4K

Commonwealth Equity Services, LLC28,101

0.0% of portfolio$481.9K

Sendero Wealth Management, LLC27,581

0.0% of portfolio$473.0K

Nykredit A/S27,036

0.0% of portfolio$463.7K

OFI Invest Asset Management26,657

0.0% of portfolio$402.5K

Clear Harbor Asset Management, LLC25,025

0.0% of portfolio$429.2K

Choreo, LLC24,780

0.0% of portfolio$425.0K

Generali Asset Management SPA SGR23,379

0.0% of portfolio$401.0K

Wealth Enhancement Advisory Services, LLC23,224

0.0% of portfolio$419.9K

Chicago Capital, LLC22,303

0.0% of portfolio$382.5K

Moran Wealth Management, LLC22,058

0.0% of portfolio$378.3K

Xponance LLC21,783

0.0% of portfolio$373.6K

Fideuram Asset Management (Ireland) dac21,533

0.0% of portfolio$431.9K

Signaturefd, LLC21,426

0.0% of portfolio$367.5K

Ninety One SA (PTY) Ltd21,209

0.0% of portfolio$369.3K

Danica Pension, Livsforsikringsaktieselskab21,034

0.0% of portfolio$360.7K

Wealthfront Advisers LLC20,854

0.0% of portfolio$357.6K

CIBC Asset Management Inc20,097

0.0% of portfolio$344.7K

YHB Investment Advisors, Inc.19,982

0.0% of portfolio$342.7K

Citizens Financial Group Inc18,657

0.0% of portfolio$320.0K

Eurizon Capital SGR S.p.A.18,432

0.0% of portfolio$318.7K

Balentine LLC18,118

0.0% of portfolio$310.7K

Kestra Private Wealth Services, LLC17,690

0.0% of portfolio$303.4K

Kintegral Advisory, LLC17,501

0.0% of portfolio$300.1K

Fulcrum Asset Management LLP17,501

0.0% of portfolio$311.5K

Bellecapital International Ltd.17,168

0.0% of portfolio$294.4K

Academy Capital Management17,102

0.0% of portfolio$293.3K

Oppenheimer Asset Management Inc.17,049

0.0% of portfolio$292.4K

Bank Pictet & Cie (Europe) AG16,739

0.0% of portfolio$287.1K

Eagle Global Advisors LLC16,502

0.0% of portfolio$283.0K

Philip James Wealth Mangement, LLC15,902

0.0% of portfolio$272.7K

Cullen T Bankers, Inc.15,730

0.0% of portfolio$269.8K

Merit Financial Group, LLC15,267

0.0% of portfolio$261.8K

Regions Financial Corp15,134

0.0% of portfolio$259.5K

Granite Investment Partners, LLC15,114

0.0% of portfolio$259.2K

Greenwood Capital Associates LLC14,948

0.0% of portfolio$256.4K

Hennion & Walsh Asset Management, Inc.14,487

0.0% of portfolio$248.5K

BI Asset Management Fondsmaeglerselskab A/S14,380

0.0% of portfolio$247

Linden Thomas Advisory Services, LLC14,228

0.0% of portfolio$244.0K

LBP AM SA13,912

0.0% of portfolio$238.6K

Kornitzer Capital Management Inc13,853

0.0% of portfolio$237.6K

Krilogy Financial LLC13,824

0.0% of portfolio$250.4K

Raiffeisen Bank International AG13,412

0.0% of portfolio$238.7K

HB Wealth Management, LLC12,924

0.0% of portfolio$221.6K

Sentinel Trust Co LBA12,729

0.0% of portfolio$218

Ethic Inc.12,581

0.0% of portfolio$215.8K

Quilter Plc11,937

0.0% of portfolio$204.7K

Gryphon Financial Partners LLC11,912

0.0% of portfolio$204.3K

Chicago Partners Investment Group LLC11,905

0.0% of portfolio$223.3K

SS&H Financial Advisors, Inc.11,887

0.0% of portfolio$204

Farther Finance Advisors, LLC11,794

0.0% of portfolio$202.3K

Fifth Third Wealth Advisors LLC11,788

0.0% of portfolio$202.2K

Middleton & Co Inc11,730

0.0% of portfolio$201.2K

Highland Capital Management, LLC11,712

0.0% of portfolio$200.9K

Kestra Advisory Services, LLC11,620

0.0% of portfolio$199.3K

Crestwood Advisors Group, LLC10,773

0.0% of portfolio$184.8K

ABN Amro Investment Solutions10,662

0.0% of portfolio$182.9K

Kanawha Capital Management LLC10,222

0.0% of portfolio$175.3K

Windmill Hill Asset Management Ltd10,172

0.0% of portfolio$174.5K

King Luther Capital Management Corp10,030

0.0% of portfolio$172.0K

First Horizon Corp10,000

0.0% of portfolio$171.5K

State of Wyoming9,755

0.0% of portfolio$167.3K

Bessemer Group Inc9,318

0.0% of portfolio$160

Bretton Capital Management, LLC9,300

0.1% of portfolio$159.5K

Bank Julius Baer & Co. Ltd, Zurich8,820

0.0% of portfolio$151.6K

Fisher Funds Management LTD8,667

0.0% of portfolio$148.6K

Skylands Capital, LLC8,535

0.0% of portfolio$146.4K

Independence Bank of Kentucky8,345

0.0% of portfolio$143.1K

Kentucky Farm Bureau Mutual Insurance Co8,000

0.0% of portfolio$137.2K

Clearstead Advisors, LLC7,527

0.0% of portfolio$129.0K

Settian Capital LP7,422

0.1% of portfolio$127.3K

Parallel Advisors, LLC7,260

0.0% of portfolio$124.5K

Bokf, NA7,253

0.0% of portfolio$124.4K

Gamma Investing LLC7,051

0.0% of portfolio$120.9K

TD Waterhouse Canada Inc.6,621

0.0% of portfolio$117.3K

Harbor Capital Advisors, Inc.6,430

0.0% of portfolio$110

Collier Financial5,917

0.1% of portfolio$101.5K

MassMutual Private Wealth & Trust, FSB5,792

0.0% of portfolio$99.3K

Central Trust Co5,781

0.0% of portfolio$99.1K

Eos Management, L.P.5,727

0.0% of portfolio$98.2K

UMB Bank, n.a.5,610

0.0% of portfolio$96.2K

Simplex Trading, LLC5,239

0.0% of portfolio$89.8K

Bdf-Gestion4,893

0.0% of portfolio$83.9K

Private Trust Co NA4,520

0.0% of portfolio$77.5K

Cooper Investors PTY LTD4,417

0.0% of portfolio$75.8K

Pinnacle Wealth Planning Services, Inc.3,997

0.0% of portfolio$68.5K

Birch Capital Management, LLC3,837

0.0% of portfolio$65.8K

Leonteq Securities AG3,667

0.0% of portfolio$62.9K

Strengthening Families & Communities, LLC3,503

0.0% of portfolio$60.1K

Compagnie Lombard Odier SCmA3,458

0.0% of portfolio$59.3K

Mather Group, Llc.3,200

0.0% of portfolio$54.9K

Eastern Bank3,200

0.0% of portfolio$54.9K

Loring Wolcott & Coolidge Fiduciary Advisors LLP2,949

0.0% of portfolio$50.6K

Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,881

0.0% of portfolio$49.4K

Foster Dykema Cabot & Partners, LLC2,819

0.0% of portfolio$48.3K

Salomon & Ludwin, LLC2,650

0.0% of portfolio$45.4K

Farmers & Merchants Investments Inc2,454

0.0% of portfolio$42.1K

Montag A & Associates Inc2,416

0.0% of portfolio$41.4K

Boit C F David2,350

0.0% of portfolio$40.3K

Ashurst Perkins Coie Trust Co2,213

0.0% of portfolio$37.9K

PensionDanmark Pensionsforsikringsaktieselskab1,900

0.0% of portfolio$32.6K

Harbor Investment Advisory, LLC1,847

0.0% of portfolio$31.7K

TD Private Client Wealth LLC1,847

0.0% of portfolio$31.7K

Advisors Preferred, LLC1,800

0.0% of portfolio$31.0K

Assetmark, Inc1,723

0.0% of portfolio$29.6K

CX Institutional1,723

0.0% of portfolio$30

Duncker Streett & Co Inc1,666

0.0% of portfolio$28.6K

SBI Securities Co., Ltd.1,644

0.0% of portfolio$28.2K

Owl Creek Wealth Partners LLC1,532

0.0% of portfolio$26.3K

PFA Pension, Forsikringsaktieselskab1,492

0.0% of portfolio$25.6K

Sterling Capital Management LLC1,487

0.0% of portfolio$25.5K

Wealth Enhancement Trust Services, Inc.1,483

0.0% of portfolio$25.4K

Provenance Wealth Advisors, LLC1,397

0.0% of portfolio$24.0K

Jacobi Capital Management LLC1,337

0.0% of portfolio$22.9K

V-Square Quantitative Management LLC1,326

0.0% of portfolio$22.7K

Compass Wealth Management LLC1,142

0.0% of portfolio$19.6K

Peck Wealth Management, LLC1,132

0.0% of portfolio$19.4K

Pflug Koory, LLC1,127

0.0% of portfolio$19.3K

Cassaday & Co Wealth Management LLC1,111

0.0% of portfolio$19.1K

IFP Advisors, Inc1,064

0.0% of portfolio$18.2K

Ameliora Wealth Management Ltd.1,018

0.0% of portfolio$17.5K

Blue Trust, Inc.901

0.0% of portfolio$15.5K

Banque de Luxembourg S.A.896

0.0% of portfolio$15.4K

CoreCap Advisors, LLC892

0.0% of portfolio$15.3K

Quent Capital, LLC882

0.0% of portfolio$17.4K

Parkside Financial Bank & Trust881

0.0% of portfolio$15.1K

Elyxium Wealth, LLC879

0.0% of portfolio$15.1K

Smithfield Trust Co875

0.0% of portfolio$10

Rothwell Investment Advisors, LLC875

0.0% of portfolio$15.0K

Grove Bank & Trust866

0.0% of portfolio$14.9K

Acima Private Wealth, LLC826

0.0% of portfolio$14.2K

Wilkerson Advisory Group LLC809

0.0% of portfolio$13.9K

Investors Research Corp787

0.0% of portfolio$13.5K

United Community Bank779

0.0% of portfolio$13.4K

Byrne Asset Management LLC762

0.0% of portfolio$13.5K

Manchester Capital Management LLC761

0.0% of portfolio$13.1K

Centerpoint Advisors, LLC731

0.0% of portfolio$13

City Holding Co720

0.0% of portfolio$12.3K

EverSource Wealth Advisors, LLC711

0.0% of portfolio$12.2K

Zions Bancorporation, National Association709

0.0% of portfolio$12.2K

TFC Financial Management, Inc.700

0.0% of portfolio$12.0K

Elevated Capital Advisors, LLC700

0.0% of portfolio$12.0K

Meramec Financial Planners, LLC693

0.0% of portfolio$13.6K

Bell Investment Advisors, Inc667

0.0% of portfolio$11.4K

Wilmington Savings Fund Society, FSB607

0.0% of portfolio$10.4K

William Mack & Associates, Inc.605

0.0% of portfolio$10.4K

Capital Advisors, Ltd. LLC599

0.0% of portfolio$10

Cromwell Holdings LLC597

0.0% of portfolio$10.2K

Covestor Ltd588

0.0% of portfolio$10

Community Bank, N.A.588

0.0% of portfolio$10.1K

Murphy & Mullick Capital Management Corp586

0.0% of portfolio$10.1K

Albion Financial Group584

0.0% of portfolio$10.0K

Versant Capital Management, Inc578

0.0% of portfolio$9.9K

StrongBox Wealth, LLC575

0.0% of portfolio$9.9K

City State Bank574

0.0% of portfolio$9.8K

Harbour Investments, Inc.568

0.0% of portfolio$9.7K

Kentucky Trust Co565

0.0% of portfolio$9.7K

NBH Bank555

0.0% of portfolio$9.5K

Sava Infond d.o.o.540

0.0% of portfolio$9.3K

Alerus Financial NA539

0.0% of portfolio$9.2K

Key FInancial Inc522

0.0% of portfolio$9.0K

Financial Perspectives, Inc519

0.0% of portfolio$8.9K

Larson Financial Group LLC519

0.0% of portfolio$8.9K

GGM Financial LLC514

0.0% of portfolio$8.8K

WestEnd Advisors, LLC476

0.0% of portfolio$8.2K

Deseret Mutual Benefit Administrators451

0.0% of portfolio$7.7K

Quintet Private Bank (Europe) S.A.440

0.0% of portfolio$7.5K

Rossby Financial, LCC418

0.0% of portfolio$7.2K

Richardson Capital Management LLC400

0.0% of portfolio$6.9K

Eurizon SLJ Capital Ltd377

0.0% of portfolio$6.5K

Physician Wealth Advisors, Inc.375

0.0% of portfolio$6.4K

Thurston, Springer, Miller, Herd & Titak, Inc.370

0.0% of portfolio$6.3K

Alta Capital Management LLC/362

0.0% of portfolio$6.2K

Danske Bank A/S350

0.0% of portfolio$6.0K

Chilton Capital Management LLC337

0.0% of portfolio$5.8K

Pittenger & Anderson Inc323

0.0% of portfolio$5.5K

Planning Strategies Inc.313

0.0% of portfolio$5.4K

Oakworth Capital, Inc.311

0.0% of portfolio$5.3K

Pension & Wealth Management Advisors, Inc.303

0.0% of portfolio$5.2K

Security National Bank300

0.0% of portfolio$5.1K

Dhjj Financial Advisors, Ltd.281

0.0% of portfolio$4.8K

Harel Insurance Investments & Financial Services Ltd.277

0.0% of portfolio$5

Silver Grove Financial Group, Inc.263

0.0% of portfolio$4.5K

Princeton Global Asset Management LLC259

0.0% of portfolio$4.4K

Halbert Hargrove Global Advisors, LLC250

0.0% of portfolio$4.3K

IFG Advisory, LLC244

0.0% of portfolio$4.2K

Legacies Wealth LLC232

0.0% of portfolio$4.0K

DecisionPoint Financial, LLC232

0.0% of portfolio$4.1K

General Partner, Inc.218

0.0% of portfolio$3.7K

Essential Partners LLC215

0.0% of portfolio$3.7K

Quaker Wealth Management, LLC210

0.0% of portfolio$3.6K

Root Financial Partners, LLC209

0.0% of portfolio$3.6K

CNB Bank208

0.0% of portfolio$3.6K

Financial Consulate, Inc201

0.0% of portfolio$3.4K

Central Pacific Bank - Trust Division198

0.0% of portfolio$3.4K

Atwood & Palmer Inc195

0.0% of portfolio$3.3K

Lanark Financial, Inc.192

0.0% of portfolio$3.3K

Ascentis Independent Advisors185

0.0% of portfolio$3.2K

JFS Wealth Advisors, LLC185

0.0% of portfolio$3.2K

Mascoma Wealth Management LLC174

0.0% of portfolio$3.0K

Pinnacle Bancorp, Inc.169

0.0% of portfolio$2.9K

Evermay Wealth Management LLC169

0.0% of portfolio$2.9K

West Paces Advisors Inc.166

0.0% of portfolio$2.8K

Silvant Capital Management LLC164

0.0% of portfolio$2.8K

Darwin Wealth Management, LLC163

0.0% of portfolio$2.8K

MV Capital Management, Inc.160

0.0% of portfolio$2.7K

Golden State Wealth Management, LLC151

0.0% of portfolio$2.6K

Westside Investment Management, Inc.150

0.0% of portfolio$2.6K

Strive Financial Group,LLC146

0.0% of portfolio$2.5K

TrinityBridge Ltd142

0.0% of portfolio$2

Compass Financial Management LLC142

0.0% of portfolio$2.4K

DT Investment Partners, LLC138

0.0% of portfolio$2.4K

Valley National Advisers Inc137

0.0% of portfolio$2.4K

Citizens National Bank Trust Department134

0.0% of portfolio$2.3K

GoalVest Advisory LLC133

0.0% of portfolio$2.3K

Mechanics Financial Corp125

0.0% of portfolio$2.1K

Trust Co of Toledo NA123

0.0% of portfolio$2.1K

Rational Advisors, Inc.120

0.0% of portfolio$2.1K

Dorato Capital Management120

0.0% of portfolio$2.1K

SJS Investment Consulting Inc.118

0.0% of portfolio$2.0K

Vision Financial Markets LLC116

0.0% of portfolio$2.0K

Next Level Wealth Planning, LLC116

0.0% of portfolio$2.0K

Tompkins Financial Corp115

0.0% of portfolio$2.0K

Tounjian Advisory Partners, LLC114

0.0% of portfolio$2.0K

Hanson & Doremus Investment Management102

0.0% of portfolio$2

Arlington Trust Co LLC100

0.0% of portfolio$1.7K

Sfam, LLC99

0.0% of portfolio$1.7K

Clearstead Trust, LLC97

0.0% of portfolio$1.7K

Elevation Wealth Partners, LLC97

0.0% of portfolio$1.7K

Align Financial, LLC96

0.0% of portfolio$1.6K

Fortis Group Advisors, LLC93

0.0% of portfolio$1.6K

Hilton Head Capital Partners, LLC92

0.0% of portfolio$1.6K

Addison Advisors LLC88

0.0% of portfolio$1.5K

Smallwood Wealth Investment Management, LLC86

0.0% of portfolio$1.5K

Hager Investment Management Services, LLC85

0.0% of portfolio$1.5K

Motco80

0.0% of portfolio$1.4K

Birch Financial Group, LLC80

0.0% of portfolio$1.4K

Axxion S.A.79

0.0% of portfolio$1.4K

Birchwood Financial Partners, Inc.75

0.0% of portfolio$1.3K

Highline Wealth Partners LLC75

0.0% of portfolio$1.3K

Rosenberg Matthew Hamilton75

0.0% of portfolio$1.3K

Essential Investment Partners LLC74

0.0% of portfolio$1.3K

Gen-Wealth Partners Inc74

0.0% of portfolio$1.3K

Disciplina Capital Management LLC74

0.0% of portfolio$1.3K

Ares Financial Consulting, LLC73

0.0% of portfolio$1.3K

North Point Portfolio Managers Corp72

0.0% of portfolio$1.2K

Greykasell Wealth Strategies, Inc.72

0.0% of portfolio$1.2K

Bangor Savings Bank70

0.0% of portfolio$1.2K

Hazlett, Burt & Watson, Inc.69

0.0% of portfolio$1

WPG Advisers, LLC67

0.0% of portfolio$1.1K

Caitong International Asset Management Co., Ltd66

0.0% of portfolio$1.1K

Bank of New Hampshire65

0.0% of portfolio$1.1K

Armstrong Advisory Group, Inc65

0.0% of portfolio$1.1K

Ascentis Wealth Management, LLC65

0.0% of portfolio$1.1K

Boyd Watterson Asset Management LLC64

0.0% of portfolio$1.1K

First Command Advisory Services, Inc.62

0.0% of portfolio$1.1K

True Wealth Design, LLC61

0.0% of portfolio$1.0K

Heritage Family Offices, LLP60

0.0% of portfolio$1.0K

Atlantic Edge Private Wealth Management, LLC59

0.0% of portfolio$1.0K

Center for Financial Planning, Inc.59

0.0% of portfolio$1.0K

Hickory Point Bank & Trust58

0.0% of portfolio$995

Beacon Investment Advisory Services, Inc.56

0.0% of portfolio$961

North Star Investment Management Corp.55

0.0% of portfolio$944

Hilltop National Bank53

0.0% of portfolio$909

Fortitude Family Office, LLC52

0.0% of portfolio$892

Cheviot Value Management, LLC52

0.0% of portfolio$892

United Financial Planning Group LLC50

0.0% of portfolio$858

Private Wealth Management Group, LLC48

0.0% of portfolio$824

Valued Wealth Advisors LLC47

0.0% of portfolio$807

Asset Dedication, LLC46

0.0% of portfolio$789

Kingdom Financial Group Llc.45

0.0% of portfolio$774

Creative Capital Management Investments LLC45

0.0% of portfolio$772

PFS Partners, LLC45

0.0% of portfolio$775

Washington Trust Advisors, Inc.44

0.0% of portfolio$755

Maseco LLP36

0.0% of portfolio$618

Polaris Financial Partners36

0.0% of portfolio$1

Mcdonald Partners LLC35

0.0% of portfolio$600

University of Texas S AM Investment Management Co35

0.0% of portfolio$600

KFG LLC35

0.0% of portfolio$600

Nfsg Corp34

0.0% of portfolio$583

Quest 10 Wealth Builders, Inc.34

0.0% of portfolio$583

Fairscale Capital, LLC32

0.0% of portfolio$605

MTM Investment Management, LLC32

0.0% of portfolio$549

10Elms LLP29

0.0% of portfolio$497

Bare Financial Services, Inc27

0.0% of portfolio$463

Moisand Fitzgerald Tamayo, LLC27

0.0% of portfolio$464

Brown, Lisle Ings, Inc.27

0.0% of portfolio$463

Balance Wealth Partners LLC26

0.0% of portfolio$438

PlanVest Financial, Inc25

0.0% of portfolio$429

Southern Michigan Bank & Trust25

0.0% of portfolio$429

Gilpin Wealth Management, LLC25

0.0% of portfolio$429

First Bancorp, Inc25

0.0% of portfolio$429

High Note Wealth, LLC24

0.0% of portfolio$412

Mirae Asset Global Investments Co., Ltd.24

0.0% of portfolio$412

Acumen Wealth Advisors, LLC24

0.0% of portfolio$412

Intesa Sanpaolo Wealth Management23

0.0% of portfolio$394

Picton Mahoney Asset Management23

0.0% of portfolio$394

Signature Equity Partners, LLC23

0.0% of portfolio$395

Advocate Investing Services LLC22

0.0% of portfolio$377

Horizon Financial Services, LLC21

0.0% of portfolio$360

Cape Investment Advisory, Inc.21

0.0% of portfolio$360

CKW Financial Group20

0.0% of portfolio$0

Triumph Capital Management20

0.0% of portfolio$343

Markowski Investments19

0.0% of portfolio$326

Proathlete Wealth Management LLC19

0.0% of portfolio$325

Hughes Financial Services, LLC18

0.0% of portfolio$341

Abound Wealth Management18

0.0% of portfolio$310

Gables Capital Management Inc.18

0.0% of portfolio$309

SouthState Bank Corp17

0.0% of portfolio$292

Lloyd Advisory Services, Llc.16

0.0% of portfolio$275

J.Safra Asset Management Corp16

0.0% of portfolio$274

Clark Wealth Partners15

0.0% of portfolio$258

Nemes Rush Group LLC15

0.0% of portfolio$259

First Pacific Financial15

0.0% of portfolio$259

DiNuzzo Private Wealth, Inc.14

0.0% of portfolio$241

Burk Holdings LLC14

0.0% of portfolio$240

Meriwether Wealth & Planning, LLC11

0.0% of portfolio$189

Tidemark, LLC10

0.0% of portfolio$172

Roble, Belko & Company, Inc10

0.0% of portfolio$0

Dogwood Wealth Management LLC10

0.0% of portfolio$172

Evolution Wealth Management Inc.10

0.0% of portfolio$172

Rydar Equities, Inc.9

0.0% of portfolio$156

Davis Capital Management8

0.0% of portfolio$137

Wolff Wiese Magana LLC8

0.0% of portfolio$138

Fairman Group, LLC7

0.0% of portfolio$120

Barrett & Company, Inc.7

0.0% of portfolio$120

Paladin Partners, LLC7

0.0% of portfolio$120

Clayton Financial Group LLC7

0.0% of portfolio$121

NorthAvenue LLC6

0.0% of portfolio$103

Investment Research & Advisory Group, Inc.6

0.0% of portfolio$103

Burkett Financial Services, LLC6

0.0% of portfolio$102

Toth Financial Advisory Corp6

0.0% of portfolio$103

Country Trust Bank6

0.0% of portfolio$103

Sawyer & Company, Inc5

0.0% of portfolio$86

Bay Harbor Wealth Management, LLC5

0.0% of portfolio$86

Archer Investment Corp5

0.0% of portfolio$86

First Premier Bank5

0.0% of portfolio$0

Bernzott Capital Advisors5

0.0% of portfolio$86

Lummis Asset Management, LP4

0.0% of portfolio$69

Concord Wealth Partners4

0.0% of portfolio$69

Networth Advisors, LLC4

0.0% of portfolio$69

Three Bridge Wealth Advisors, LLC4

0.0% of portfolio$69

POM Investment Strategies, LLC4

0.0% of portfolio$69

Retirement Wealth Solutions LLC4

0.0% of portfolio$69

Bullock Wealth Management Group4

0.0% of portfolio$71

McCarley & Cook Financial Planners4

0.0% of portfolio$69

1620 Investment Advisors, Inc.4

0.0% of portfolio$69

Financial Management Professionals, Inc.4

0.0% of portfolio$69

Torren Management, LLC4

0.0% of portfolio$69

Buck Wealth Strategies, LLC4

0.0% of portfolio$69

James T. Borello RIA3

0.0% of portfolio$51

Mosley Wealth Management3

0.0% of portfolio$56

Key Capital Management, Inc3

0.0% of portfolio$51

Entrust Financial LLC3

0.0% of portfolio$52

Great Lakes Advisors, LLC2

0.0% of portfolio$28

Cherry Tree Wealth Management, LLC2

0.0% of portfolio$35

Montgomery Financial Services LLC1

0.0% of portfolio$17

West Branch Capital LLC1

0.0% of portfolio$18

Downshift Financial, LLC1

0.0% of portfolio$17

Hoey Investments, Inc1

0.0% of portfolio$18

GK Wealth Management LLC1

0.0% of portfolio$17

				Style	Turnover	Location	Filed
William Blair Investment Management, LLC	5,291,068	$90.7M	0.3%	Growth	Medium	Chicago, IL	2026-11-06
Mawer Investment Management Ltd.	3,706,568	$63.6M	0.5%	Core	Medium	Calgary, Abu Dhabi	2026-11-06
Geode Capital Management, LLC	3,391,832	$58.2M	0.0%	Index	Very Low	Boston, MA	2026-11-06
Alberta Investment Management Corp	2,268,150	$38.9M	0.2%	Value	High	Edmonton, Abu Dhabi	2026-11-09
Deroy & Devereaux Private Investment Counsel Inc	1,723,240	$29.6K	0.0%	Value	Medium	Bloomfield Hills, MI	2026-10-26
Principal Financial Group Inc	1,398,292	$24.0M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Bank of New York Mellon Corp	1,275,285	$21.9M	0.0%	Core	Low	New York, NY	2026-11-05
Mitsubishi UFJ Asset Management Co., Ltd.	1,162,478	$19.9M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Barclays PLC	1,069,970	$18.3M	0.0%	Growth	Medium	London, United Kingdom	2026-11-06
Ninety One UK Ltd	888,914	$15.2M	0.0%	Core	Medium	London, United Kingdom	2026-10-15
Dimensional Fund Advisors LP	785,497	$13.5M	0.0%	Index	Low	Austin, TX	2026-11-04
PBU - The Pension Fund of Early Childhood & Youth Educators	731,279	$12.5M	0.3%	Core	Medium	Copenhagen, Greece	2026-11-06
PNC Financial Services Group, Inc.	649,657	$11.1M	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Bank of Montreal	630,953	$10.8M	0.0%	Core	Medium	Toronto, Australia	2026-11-09
Fenimore Asset Management Inc	608,454	$10.4M	0.2%	Core	Low	Cobleskill, NY	2026-10-08
Aberdeen Group plc	531,475	$30.7M	0.0%	Core	Medium	Edinburgh, United Kingdom	2026-11-06
Alecta Tjanstepension Omsesidigt	483,600	$8.3M	0.0%	Growth	Medium	Stockholm, Sweden	2026-11-02
Thompson Siegel & Walmsley LLC	442,608	$7.6K	0.0%	Deep Value	Medium	Richmond, VA	2026-11-05
Creative Planning	415,308	$7.1M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Natixis	384,874	$6.6M	0.0%	GARP	High	Paris, India	2026-11-06
Russell Investments Group, Ltd.	367,363	$6.3M	0.0%	Core	Low	Seattle, WA	2026-11-06
Pacifica Capital Investments, LLC	356,502	$6.1M	2.2%	Yield	Low	Leander, TX	2026-11-05
Squarepoint Ops LLC	343,827	$5.9M	0.0%	Core	Very High	New York, NY	2026-11-09
LPL Financial LLC	266,633	$4.6M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Savant Capital, LLC	264,905	$4.5M	0.0%	ETF	Low	Rockford, IL	2026-11-06
New York State Teachers Retirement System	245,194	$4.2K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Pacific Capital Partners Ltd	216,245	$3.7M	2.8%	GARP	Very High	London, United Kingdom	2026-10-28
Thrivent Financial for Lutherans	195,833	$3.4K	0.0%	Core	Medium	Minneapolis, MN	2026-11-05
Deutsche Bank Ag\	178,021	$3.1M	0.0%	Core	Low	Frankfurt Am Main, Hong Kong	2026-11-06
US Bancorp \de\	177,266	$3.0M	0.0%	Core	Low	Minneapolis, MN	2026-11-05
Illinois Municipal Retirement Fund	160,066	$2.7M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Fifth Third Bancorp	139,828	$2.4M	0.0%	Growth	Low	Cincinnati, OH	2026-11-05
Louisiana State Employees Retirement System	125,600	$2.2M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Douglas Lane & Associates, LLC	124,711	$2.1M	0.0%	Value	Low	New York, NY	2026-10-09
GHP Investment Advisors, Inc.	119,207	$2.0M	0.1%	Core	Very Low	Denver, CO	2026-10-15
Markel Group Inc.	117,690	$2.0M	0.0%	Core	Very Low	Glen Allen, VA	2026-10-30
Vela Investment Management, LLC	113,361	$1.9M	0.4%	Deep Value	Medium	New Albany, OH	2026-11-09
Handelsbanken Fonder AB	111,548	$1.9K	0.0%	Growth	Low	Stockholm, Sweden	2026-11-09
Lifetime Wealth Management P.C.	100,000	$1.7M	1.0%	Yield	Low	Rockwall, TX	2026-10-29
State of New Jersey Common Pension Fund D	98,639	$1.7M	0.0%	Index	Low	Trenton, NJ	2026-11-05
Swedbank AB	86,635	$1.5M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Amalgamated Bank	83,877	$1.4K	0.0%	Core	Very Low	New York, NY	2026-10-23
Arizona State Retirement System	83,073	$1.4M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Vaughan David Investments LLC	82,152	$1.4K	0.0%	Core	Low	Peoria, IL	2026-11-05
Maryland State Retirement & Pension System	81,422	$1.4M	0.0%	Index	Low	Baltimore, MD	2026-11-05
Yousif Capital Management, LLC	79,193	$1.4M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
D.A. Davidson & Co.	78,244	$1.3M	0.0%	Core	Low	Great Falls, MT	2026-10-28
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	69,464	$1.2M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Amundi	68,409	$1.2M	0.0%	Core	Medium	Paris, India	2026-11-06
Oregon Public Employees Retirement Fund	66,146	$1.1M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Ninety One North America, Inc.	65,126	$1.1M	0.1%	Core	Medium	New York, NY	2026-10-15
Nisa Investment Advisors, LLC	64,923	$1.1M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Applied Capital LLC	58,833	$1.0M	0.4%	Value	Low	Hollywood, FL	2026-10-07
Cullinan Associates Inc	58,400	$1.0M	0.1%	Core	Low	Louisville, KY	2026-11-03
Citigroup Inc	57,364	$983.8K	0.0%	Core	Medium	New York, NY	2026-11-04
C WorldWide Group Holding A/S	55,486	$952	0.0%	GARP	Low	Copenhagen, Greece	2026-11-04
Segment Wealth Management, LLC	50,457	$865.3K	0.0%	Core	Low	Houston, TX	2026-10-26
Cambridge Investment Research Advisors, Inc.	49,729	$853	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Sumitomo Mitsui Trust Group, Inc.	49,550	$849.8K	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
State of Alaska, Department of Revenue	49,529	$849	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Strs Ohio	48,799	$836.9K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Keybank National Association	47,672	$817.6K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Truist Financial Corp	47,434	$813.5K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Pictet Asset Management Holding SA	47,121	$808.1K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Police & Firemen's Retirement System of New Jersey	43,269	$742.1K	0.0%	Index	Very Low	Trenton, NJ	2026-11-09
Fiduciary Alliance LLC	43,056	$738.4K	0.1%	Core	Medium	Greenville, SC	2026-10-13
Caldwell Sutter Capital, Inc.	37,100	$636.3K	0.2%	Value	Low	Sausalito, CA	2026-11-09
Mutual of America Capital Management LLC	36,592	$627.6K	0.0%	Index	Low	New York, NY	2026-10-23
OP Asset Management Ltd	33,956	$582.3K	0.0%	Growth	Low	Helsinki, Hungary	2026-11-05
Carlson Capital, L.P.	33,000	$566.0K	0.1%	Yield	High	Dallas, TX	2026-11-09
Moors & Cabot, Inc.	32,738	$561.5K	0.0%	Core	Low	Boston, MA	2026-11-06
Lecap Asset Management LTD	32,381	$555.3K	0.3%	Value	Very High	London, United Kingdom	2026-10-27
KBC Group NV	31,522	$541	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Atria Investments, Inc	29,193	$500.7K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Swiss Life Asset Management Ltd	28,752	$493.1K	0.0%	Growth	Medium	Zurich, Switzerland	2026-11-03
Imc-Chicago, LLC	28,626	$490.9K	0.0%	Core	Very High	Chicago, IL	2026-11-05
Exchange Traded Concepts, LLC	28,359	$486.4K	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Commonwealth Equity Services, LLC	28,101	$481.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Sendero Wealth Management, LLC	27,581	$473.0K	0.0%	GARP	Low	San Antonio, TX	2026-10-14
Nykredit A/S	27,036	$463.7K	0.0%	Core	N/A	Nordhavn, Greece	2026-11-06
OFI Invest Asset Management	26,657	$402.5K	0.0%	Growth	High	Issy Les Moulineaux, India	2026-11-06
Clear Harbor Asset Management, LLC	25,025	$429.2K	0.0%	Core	Low	Stamford, CT	2026-11-05
Choreo, LLC	24,780	$425.0K	0.0%	Index	Low	Rockford, IL	2026-10-28
Generali Asset Management SPA SGR	23,379	$401.0K	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Wealth Enhancement Advisory Services, LLC	23,224	$419.9K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Chicago Capital, LLC	22,303	$382.5K	0.0%	Growth	Low	Chicago, IL	2026-10-13
Moran Wealth Management, LLC	22,058	$378.3K	0.0%	Core	Medium	Naples, FL	2026-10-22
Xponance LLC	21,783	$373.6K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Fideuram Asset Management (Ireland) dac	21,533	$431.9K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Signaturefd, LLC	21,426	$367.5K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Ninety One SA (PTY) Ltd	21,209	$369.3K	0.0%	Yield	Medium	Cape Town, Thailand	2026-10-15
Danica Pension, Livsforsikringsaktieselskab	21,034	$360.7K	0.0%	Growth	Medium	Copenhagen V, Greece	2026-11-09
Wealthfront Advisers LLC	20,854	$357.6K	0.0%	ETF	Very Low	Palo Alto, CA	2026-11-09
CIBC Asset Management Inc	20,097	$344.7K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
YHB Investment Advisors, Inc.	19,982	$342.7K	0.0%	Growth	Low	West Hartford, CT	2026-10-08
Citizens Financial Group Inc	18,657	$320.0K	0.0%	Growth	Low	Providence, RI	2026-10-23
Eurizon Capital SGR S.p.A.	18,432	$318.7K	0.0%	Core	Medium	Milan, Latvia	2026-11-06
Balentine LLC	18,118	$310.7K	0.0%	ETF	Low	Atlanta, GA	2026-11-03
Kestra Private Wealth Services, LLC	17,690	$303.4K	0.0%	Growth	Low	Austin, TX	2026-11-06
Kintegral Advisory, LLC	17,501	$300.1K	0.0%	Growth	Very Low	New York, NY	2026-10-16
Fulcrum Asset Management LLP	17,501	$311.5K	0.0%	Value	High	London, United Kingdom	2026-11-04
Bellecapital International Ltd.	17,168	$294.4K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-21
Academy Capital Management	17,102	$293.3K	0.0%	Core	Low	Waco, TX	2026-11-05
Oppenheimer Asset Management Inc.	17,049	$292.4K	0.0%	Core	Medium	New York, NY	2026-10-27
Bank Pictet & Cie (Europe) AG	16,739	$287.1K	0.0%	Growth	Low	Frankfurt Am Main, Hong Kong	2026-10-20
Eagle Global Advisors LLC	16,502	$283.0K	0.0%	Core	Low	Houston, TX	2026-11-02
Philip James Wealth Mangement, LLC	15,902	$272.7K	0.0%	Yield	Medium	Milton, GA	2026-10-27
Cullen T Bankers, Inc.	15,730	$269.8K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Merit Financial Group, LLC	15,267	$261.8K	0.0%	ETF	Low	Alpharetta, GA	2026-11-06
Regions Financial Corp	15,134	$259.5K	0.0%	Core	Low	Birmingham, AL	2026-11-05
Granite Investment Partners, LLC	15,114	$259.2K	0.0%	Core	Medium	El Segundo, CA	2026-11-04
Greenwood Capital Associates LLC	14,948	$256.4K	0.0%	Core	Medium	Greenwood, SC	2026-10-27
Hennion & Walsh Asset Management, Inc.	14,487	$248.5K	0.0%	Value	Medium	Parsippany, NJ	2026-10-13
BI Asset Management Fondsmaeglerselskab A/S	14,380	$247	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Linden Thomas Advisory Services, LLC	14,228	$244.0K	0.0%	GARP	Low	Charlotte, NC	2026-10-19
LBP AM SA	13,912	$238.6K	0.0%	GARP	High	Paris, India	2026-11-06
Kornitzer Capital Management Inc	13,853	$237.6K	0.0%	Core	Low	Shawnee Mission, KS	2026-11-03
Krilogy Financial LLC	13,824	$250.4K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Raiffeisen Bank International AG	13,412	$238.7K	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
HB Wealth Management, LLC	12,924	$221.6K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Sentinel Trust Co LBA	12,729	$218	0.0%	ETF	Low	Houston, TX	2026-11-03
Ethic Inc.	12,581	$215.8K	0.0%	Core	Low	New York, NY	2026-11-03
Quilter Plc	11,937	$204.7K	0.0%	Growth	Low	London, United Kingdom	2026-10-21
Gryphon Financial Partners LLC	11,912	$204.3K	0.0%	Core	Low	Columbus, OH	2026-11-04
Chicago Partners Investment Group LLC	11,905	$223.3K	0.0%	Core	Low	Chicago, IL	2026-10-27
SS&H Financial Advisors, Inc.	11,887	$204	0.0%	Core	Very Low	Troy, MI	2026-10-28
Farther Finance Advisors, LLC	11,794	$202.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Fifth Third Wealth Advisors LLC	11,788	$202.2K	0.0%	Core	Very Low	Cincinnati, OH	2026-10-22
Middleton & Co Inc	11,730	$201.2K	0.0%	Growth	Low	Boston, MA	2026-10-23
Highland Capital Management, LLC	11,712	$200.9K	0.0%	Core	Medium	Memphis, TN	2026-10-26
Kestra Advisory Services, LLC	11,620	$199.3K	0.0%	Index	Low	Austin, TX	2026-11-02
Crestwood Advisors Group, LLC	10,773	$184.8K	0.0%	Core	Low	Boston, MA	2026-10-27
ABN Amro Investment Solutions	10,662	$182.9K	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Kanawha Capital Management LLC	10,222	$175.3K	0.0%	Core	Very Low	Richmond, VA	2026-10-19
Windmill Hill Asset Management Ltd	10,172	$174.5K	0.0%	ETF	Low	Waddesdon, United Kingdom	2026-10-28
King Luther Capital Management Corp	10,030	$172.0K	0.0%	Core	Low	Fort Worth, TX	2026-11-05
First Horizon Corp	10,000	$171.5K	0.0%	Core	Low	Memphis, TN	2026-10-26
State of Wyoming	9,755	$167.3K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Bessemer Group Inc	9,318	$160	0.0%	Core	Medium	Woodbridge, NJ	2026-11-09
Bretton Capital Management, LLC	9,300	$159.5K	0.1%	Value	Very Low	San Francisco, CA	2026-10-22
Bank Julius Baer & Co. Ltd, Zurich	8,820	$151.6K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Fisher Funds Management LTD	8,667	$148.6K	0.0%	Core	Medium	Auckland, Peru	2026-10-13
Skylands Capital, LLC	8,535	$146.4K	0.0%	Value	Medium	Milwaukee, WI	2026-10-21
Independence Bank of Kentucky	8,345	$143.1K	0.0%	Growth	Low	Owensboro, KY	2026-10-26
Kentucky Farm Bureau Mutual Insurance Co	8,000	$137.2K	0.0%	Core	Low	Louisville, KY	2026-11-06
Clearstead Advisors, LLC	7,527	$129.0K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Settian Capital LP	7,422	$127.3K	0.1%	Growth	Low	Saint Augustine, FL	2026-11-06
Parallel Advisors, LLC	7,260	$124.5K	0.0%	Growth	Low	San Francisco, CA	2026-11-03
Bokf, NA	7,253	$124.4K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Gamma Investing LLC	7,051	$120.9K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
TD Waterhouse Canada Inc.	6,621	$117.3K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Harbor Capital Advisors, Inc.	6,430	$110	0.0%	Value	High	Chicago, IL	2026-10-22
Collier Financial	5,917	$101.5K	0.1%	ETF	Low	Denver, CO	2026-11-06
MassMutual Private Wealth & Trust, FSB	5,792	$99.3K	0.0%	Core	Low	Springfield, MA	2026-10-05
Central Trust Co	5,781	$99.1K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Eos Management, L.P.	5,727	$98.2K	0.0%	Momentum	Low	New York, NY	2026-10-27
UMB Bank, n.a.	5,610	$96.2K	0.0%	Core	Low	Kansas City, MO	2026-11-06
Simplex Trading, LLC	5,239	$89.8K	0.0%	GARP	Very High	Chicago, IL	2026-11-04
Bdf-Gestion	4,893	$83.9K	0.0%	Growth	Medium	Paris, India	2026-10-19
Private Trust Co NA	4,520	$77.5K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Cooper Investors PTY LTD	4,417	$75.8K	0.0%	Core	High	Melbourne, Victoria, China	2026-10-13
Pinnacle Wealth Planning Services, Inc.	3,997	$68.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Birch Capital Management, LLC	3,837	$65.8K	0.0%	Value	Low	Dallas, TX	2026-10-27
Leonteq Securities AG	3,667	$62.9K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Strengthening Families & Communities, LLC	3,503	$60.1K	0.0%	Core	Medium	Boston, MA	2026-10-21
Compagnie Lombard Odier SCmA	3,458	$59.3K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Mather Group, Llc.	3,200	$54.9K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Eastern Bank	3,200	$54.9K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP	2,949	$50.6K	0.0%	Core	Very Low	Boston, MA	2026-10-23
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	2,881	$49.4K	0.0%	Core	High	Turin, Latvia	2026-10-22
Foster Dykema Cabot & Partners, LLC	2,819	$48.3K	0.0%	Growth	Low	Waltham, MA	2026-10-30
Salomon & Ludwin, LLC	2,650	$45.4K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Farmers & Merchants Investments Inc	2,454	$42.1K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Montag A & Associates Inc	2,416	$41.4K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Boit C F David	2,350	$40.3K	0.0%	Core	Very Low	Boston, MA	2026-10-29
Ashurst Perkins Coie Trust Co	2,213	$37.9K	0.0%	Core	Very Low	Seattle, WA	2026-10-15
PensionDanmark Pensionsforsikringsaktieselskab	1,900	$32.6K	0.0%	Growth	Low	Copenhagen O, Greece	2026-10-19
Harbor Investment Advisory, LLC	1,847	$31.7K	0.0%	Core	Low	Lutherville, MD	2026-10-13
TD Private Client Wealth LLC	1,847	$31.7K	0.0%	ETF	Low	New York, NY	2026-10-28
Advisors Preferred, LLC	1,800	$31.0K	0.0%	ETF	Very High	Rockville, MD	2026-11-09
Assetmark, Inc	1,723	$29.6K	0.0%	ETF	Low	Concord, CA	2026-10-21
CX Institutional	1,723	$30	0.0%	Core	Medium	Auburn, IN	2026-10-02
Duncker Streett & Co Inc	1,666	$28.6K	0.0%	Growth	Low	St. Louis, MO	2026-10-27
SBI Securities Co., Ltd.	1,644	$28.2K	0.0%	Growth	Low	Tokyo, Mexico	2026-10-22
Owl Creek Wealth Partners LLC	1,532	$26.3K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
PFA Pension, Forsikringsaktieselskab	1,492	$25.6K	0.0%	Growth	Low	Copenhagen, Greece	2026-11-06
Sterling Capital Management LLC	1,487	$25.5K	0.0%	Core	Medium	Charlotte, NC	2026-10-22
Wealth Enhancement Trust Services, Inc.	1,483	$25.4K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Provenance Wealth Advisors, LLC	1,397	$24.0K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Jacobi Capital Management LLC	1,337	$22.9K	0.0%	Core	Low	Pittston, PA	2026-11-05
V-Square Quantitative Management LLC	1,326	$22.7K	0.0%	Core	Low	Chicago, IL	2026-10-15
Compass Wealth Management LLC	1,142	$19.6K	0.0%	Core	Low	Guilford, CT	2026-10-22
Peck Wealth Management, LLC	1,132	$19.4K	0.0%	ETF	Low	White Plains, NY	2026-10-29
Pflug Koory, LLC	1,127	$19.3K	0.0%	Core	Very Low	Omaha, NE	2026-10-26
Cassaday & Co Wealth Management LLC	1,111	$19.1K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
IFP Advisors, Inc	1,064	$18.2K	0.0%	Core	Low	Tampa, FL	2026-10-16
Ameliora Wealth Management Ltd.	1,018	$17.5K	0.0%	ETF	Low	Zurich, Switzerland	2026-10-23
Blue Trust, Inc.	901	$15.5K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Banque de Luxembourg S.A.	896	$15.4K	0.0%	Core	Low	Luxembourg, Netherlands	2026-10-14
CoreCap Advisors, LLC	892	$15.3K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Quent Capital, LLC	882	$17.4K	0.0%	ETF	Very Low	New York, NY	2026-11-09
Parkside Financial Bank & Trust	881	$15.1K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Elyxium Wealth, LLC	879	$15.1K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Smithfield Trust Co	875	$10	0.0%	ETF	Very Low	Pittsburgh, PA	2026-11-09
Rothwell Investment Advisors, LLC	875	$15.0K	0.0%	Core	N/A	Salem, MA	2026-11-06
Grove Bank & Trust	866	$14.9K	0.0%	ETF	Low	Miami, FL	2026-10-08
Acima Private Wealth, LLC	826	$14.2K	0.0%	ETF	Very Low	Richmond, VA	2026-10-05
Wilkerson Advisory Group LLC	809	$13.9K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Investors Research Corp	787	$13.5K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
United Community Bank	779	$13.4K	0.0%	Core	Low	Greenville, SC	2026-10-28
Byrne Asset Management LLC	762	$13.5K	0.0%	Core	Low	Kingston, NJ	2026-10-06
Manchester Capital Management LLC	761	$13.1K	0.0%	Core	Low	Manchester, VT	2026-10-22
Centerpoint Advisors, LLC	731	$13	0.0%	ETF	Very Low	Needham, MA	2026-11-05
City Holding Co	720	$12.3K	0.0%	Core	Low	Charleston, WV	2026-10-19
EverSource Wealth Advisors, LLC	711	$12.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Zions Bancorporation, National Association	709	$12.2K	0.0%	ETF	Medium	Salt Lake City, UT	2026-11-06
TFC Financial Management, Inc.	700	$12.0K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Elevated Capital Advisors, LLC	700	$12.0K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Meramec Financial Planners, LLC	693	$13.6K	0.0%	ETF	Very Low	Saint Louis, MO	2026-11-09
Bell Investment Advisors, Inc	667	$11.4K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Wilmington Savings Fund Society, FSB	607	$10.4K	0.0%	Value	Low	Wilmington, DE	2026-10-23
William Mack & Associates, Inc.	605	$10.4K	0.0%	ETF	Low	Troy, MI	2026-10-27
Capital Advisors, Ltd. LLC	599	$10	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Cromwell Holdings LLC	597	$10.2K	0.0%	Index	Low	Jackson, WY	2026-10-28
Covestor Ltd	588	$10	0.0%	Value	High	London, United Kingdom	2026-10-30
Community Bank, N.A.	588	$10.1K	0.0%	Core	Very Low	Dewitt, NY	2026-11-06
Murphy & Mullick Capital Management Corp	586	$10.1K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Albion Financial Group	584	$10.0K	0.0%	Core	Low	Salt Lake City, UT	2026-10-21
Versant Capital Management, Inc	578	$9.9K	0.0%	Core	Low	Phoenix, AZ	2026-10-02
StrongBox Wealth, LLC	575	$9.9K	0.0%	Growth	Low	Lee'S Summit, MO	2026-11-02
City State Bank	574	$9.8K	0.0%	Core	Very Low	Norwalk, IA	2026-10-20
Harbour Investments, Inc.	568	$9.7K	0.0%	ETF	Low	Madison, WI	2026-11-09
Kentucky Trust Co	565	$9.7K	0.0%	Value	Very Low	Danville, KY	2026-10-15
NBH Bank	555	$9.5K	0.0%	Growth	N/A	Greenwood Village, CO	2026-11-05
Sava Infond d.o.o.	540	$9.3K	0.0%	Growth	Low	Maribor, Andorra	2026-10-28
Alerus Financial NA	539	$9.2K	0.0%	Core	Low	Grand Forks, ND	2026-11-09
Key FInancial Inc	522	$9.0K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Financial Perspectives, Inc	519	$8.9K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Larson Financial Group LLC	519	$8.9K	0.0%	Growth	Low	St Louis, MO	2026-11-05
GGM Financial LLC	514	$8.8K	0.0%	ETF	Medium	Columbus, OH	2026-11-05
WestEnd Advisors, LLC	476	$8.2K	0.0%	ETF	Medium	Charlotte, NC	2026-10-27
Deseret Mutual Benefit Administrators	451	$7.7K	0.0%	Core	Medium	Salt Lake City, UT	2026-11-04
Quintet Private Bank (Europe) S.A.	440	$7.5K	0.0%	Growth	Low	Luxembourg, Netherlands	2026-10-08
Rossby Financial, LCC	418	$7.2K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Richardson Capital Management LLC	400	$6.9K	0.0%	ETF	Low	Menomonee Falls, WI	2026-10-23
Eurizon SLJ Capital Ltd	377	$6.5K	0.0%	Core	Medium	London, United Kingdom	2026-11-06
Physician Wealth Advisors, Inc.	375	$6.4K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.	370	$6.3K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-14
Alta Capital Management LLC/	362	$6.2K	0.0%	Growth	Medium	Salt Lake City, UT	2026-10-26
Danske Bank A/S	350	$6.0K	0.0%	Growth	Low	Copenhagen V, Greece	2026-11-09
Chilton Capital Management LLC	337	$5.8K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Pittenger & Anderson Inc	323	$5.5K	0.0%	Core	Low	Lincoln, NE	2026-11-02
Planning Strategies Inc.	313	$5.4K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Oakworth Capital, Inc.	311	$5.3K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
Pension & Wealth Management Advisors, Inc.	303	$5.2K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Security National Bank	300	$5.1K	0.0%	Growth	Low	Omaha, NE	2026-10-26
Dhjj Financial Advisors, Ltd.	281	$4.8K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Harel Insurance Investments & Financial Services Ltd.	277	$5	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
Silver Grove Financial Group, Inc.	263	$4.5K	0.0%	Core	Low	Orchard Park, NY	2026-11-05
Princeton Global Asset Management LLC	259	$4.4K	0.0%	Core	Low	Princeton, NJ	2026-10-21
Halbert Hargrove Global Advisors, LLC	250	$4.3K	0.0%	ETF	Low	Long Beach, CA	2026-10-16
IFG Advisory, LLC	244	$4.2K	0.0%	ETF	Low	Atlanta, GA	2026-11-09
Legacies Wealth LLC	232	$4.0K	0.0%	ETF	Low	Minnetonka, MN	2026-11-02
DecisionPoint Financial, LLC	232	$4.1K	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
General Partner, Inc.	218	$3.7K	0.0%	Core	Low	Pittsburgh, PA	2026-10-05
Essential Partners LLC	215	$3.7K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Quaker Wealth Management, LLC	210	$3.6K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Root Financial Partners, LLC	209	$3.6K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
CNB Bank	208	$3.6K	0.0%	Growth	Low	Clearfield, PA	2026-11-09
Financial Consulate, Inc	201	$3.4K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Central Pacific Bank - Trust Division	198	$3.4K	0.0%	Core	Medium	Honolulu, HI	2026-10-06
Atwood & Palmer Inc	195	$3.3K	0.0%	Core	Very Low	Kansas City, MO	2026-10-08
Lanark Financial, Inc.	192	$3.3K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Ascentis Independent Advisors	185	$3.2K	0.0%	Growth	Low	Dallas, TX	2026-11-03
JFS Wealth Advisors, LLC	185	$3.2K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Mascoma Wealth Management LLC	174	$3.0K	0.0%	ETF	Very Low	Hanover, NH	2026-10-23
Pinnacle Bancorp, Inc.	169	$2.9K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Evermay Wealth Management LLC	169	$2.9K	0.0%	ETF	Low	Arlington, VA	2026-11-05
West Paces Advisors Inc.	166	$2.8K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Silvant Capital Management LLC	164	$2.8K	0.0%	Growth	Medium	Atlanta, GA	2026-11-09
Darwin Wealth Management, LLC	163	$2.8K	0.0%	ETF	Medium	Tampa, FL	2026-11-09
MV Capital Management, Inc.	160	$2.7K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Golden State Wealth Management, LLC	151	$2.6K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Westside Investment Management, Inc.	150	$2.6K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Strive Financial Group,LLC	146	$2.5K	0.0%	Core	Medium	Carmel, IN	2026-11-09
TrinityBridge Ltd	142	$2	0.0%	Momentum	Medium	London, United Kingdom	2026-10-30
Compass Financial Management LLC	142	$2.4K	0.0%	Core	N/A	Tampa, FL	2026-10-30
DT Investment Partners, LLC	138	$2.4K	0.0%	ETF	Very Low	Chadds Ford, PA	2026-10-27
Valley National Advisers Inc	137	$2.4K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Citizens National Bank Trust Department	134	$2.3K	0.0%	Core	Very Low	Meridian, MS	2026-11-04
GoalVest Advisory LLC	133	$2.3K	0.0%	ETF	Medium	New York, NY	2026-10-02
Mechanics Financial Corp	125	$2.1K	0.0%	Core	Very Low	Mansfield, OH	2026-11-05
Trust Co of Toledo NA	123	$2.1K	0.0%	Core	Very Low	Holland, OH	2026-10-16
Rational Advisors, Inc.	120	$2.1K	0.0%	ETF	Medium	San Juan, PR	2026-11-02
Dorato Capital Management	120	$2.1K	0.0%	Value	Very Low	Denver, CO	2026-10-08
SJS Investment Consulting Inc.	118	$2.0K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Vision Financial Markets LLC	116	$2.0K	0.0%	Core	Low	Stamford, CT	2026-10-22
Next Level Wealth Planning, LLC	116	$2.0K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Tompkins Financial Corp	115	$2.0K	0.0%	Core	Low	Ithaca, NY	2026-10-05
Tounjian Advisory Partners, LLC	114	$2.0K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Hanson & Doremus Investment Management	102	$2	0.0%	Core	Very Low	Burlington, VT	2026-10-16
Arlington Trust Co LLC	100	$1.7K	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Sfam, LLC	99	$1.7K	0.0%	ETF	Very Low	Elmhurst, IL	2026-11-03
Clearstead Trust, LLC	97	$1.7K	0.0%	Growth	Low	Portland, ME	2026-11-06
Elevation Wealth Partners, LLC	97	$1.7K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Align Financial, LLC	96	$1.6K	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Fortis Group Advisors, LLC	93	$1.6K	0.0%	ETF	High	Westwood, NJ	2026-11-06
Hilton Head Capital Partners, LLC	92	$1.6K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Addison Advisors LLC	88	$1.5K	0.0%	ETF	Very Low	Middlebury, VT	2026-11-06
Smallwood Wealth Investment Management, LLC	86	$1.5K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Hager Investment Management Services, LLC	85	$1.5K	0.0%	Growth	Medium	New London, NH	2026-11-04
Motco	80	$1.4K	0.0%	Core	Low	San Antonio, TX	2026-11-09
Birch Financial Group, LLC	80	$1.4K	0.0%	Core	Low	Keene, NH	2026-10-27
Axxion S.A.	79	$1.4K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Birchwood Financial Partners, Inc.	75	$1.3K	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Highline Wealth Partners LLC	75	$1.3K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Rosenberg Matthew Hamilton	75	$1.3K	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Essential Investment Partners LLC	74	$1.3K	0.0%	Core	Low	Englewood, CO	2026-10-27
Gen-Wealth Partners Inc	74	$1.3K	0.0%	Core	Medium	Zeeland, MI	2026-11-04
Disciplina Capital Management LLC	74	$1.3K	0.0%	ETF	Very Low	Nashville, TN	2026-11-06
Ares Financial Consulting, LLC	73	$1.3K	0.0%	ETF	Low	Calabasas, CA	2026-10-19
North Point Portfolio Managers Corp	72	$1.2K	0.0%	Core	Low	Orange Village, OH	2026-10-07
Greykasell Wealth Strategies, Inc.	72	$1.2K	0.0%	Growth	Very Low	Danville, CA	2026-11-09
Bangor Savings Bank	70	$1.2K	0.0%	ETF	Low	Bangor, ME	2026-10-06
Hazlett, Burt & Watson, Inc.	69	$1	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
WPG Advisers, LLC	67	$1.1K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Caitong International Asset Management Co., Ltd	66	$1.1K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Bank of New Hampshire	65	$1.1K	0.0%	Core	Low	Laconia, NH	2026-10-06
Armstrong Advisory Group, Inc	65	$1.1K	0.0%	ETF	High	Needham, MA	2026-10-09
Ascentis Wealth Management, LLC	65	$1.1K	0.0%	Growth	Low	Dallas, TX	2026-11-03
Boyd Watterson Asset Management LLC	64	$1.1K	0.0%	Growth	Low	Cleveland, OH	2026-11-06
First Command Advisory Services, Inc.	62	$1.1K	0.0%	ETF	Low	Fort Worth, TX	2026-11-05
True Wealth Design, LLC	61	$1.0K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Heritage Family Offices, LLP	60	$1.0K	0.0%	Core	High	Scottsdale, AZ	2026-11-02
Atlantic Edge Private Wealth Management, LLC	59	$1.0K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Center for Financial Planning, Inc.	59	$1.0K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Hickory Point Bank & Trust	58	$995	0.0%	Core	Very Low	Decatur, IL	2026-10-01
Beacon Investment Advisory Services, Inc.	56	$961	0.0%	Growth	Low	Morristown, NJ	2026-10-13
North Star Investment Management Corp.	55	$944	0.0%	Value	Low	Chicago, IL	2026-10-27
Hilltop National Bank	53	$909	0.0%	Core	Low	Casper, WY	2026-10-14
Fortitude Family Office, LLC	52	$892	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Cheviot Value Management, LLC	52	$892	0.0%	Core	Low	Beverly Hills, CA	2026-11-09
United Financial Planning Group LLC	50	$858	0.0%	ETF	Medium	Hauppauge, NY	2026-11-04
Private Wealth Management Group, LLC	48	$824	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Valued Wealth Advisors LLC	47	$807	0.0%	ETF	Low	Holladay, UT	2026-11-05
Asset Dedication, LLC	46	$789	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Kingdom Financial Group Llc.	45	$774	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Creative Capital Management Investments LLC	45	$772	0.0%	ETF	Low	San Diego, CA	2026-10-28
PFS Partners, LLC	45	$775	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Washington Trust Advisors, Inc.	44	$755	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Maseco LLP	36	$618	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Polaris Financial Partners	36	$1	0.0%	Growth	N/A	Westerville, OH	2026-10-02
Mcdonald Partners LLC	35	$600	0.0%	Core	Low	Cleveland, OH	2026-11-03
University of Texas S AM Investment Management Co	35	$600	0.0%	Core	High	Austin, TX	2026-11-03
KFG LLC	35	$600	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Nfsg Corp	34	$583	0.0%	Growth	Medium	Boca Raton, FL	2026-10-15
Quest 10 Wealth Builders, Inc.	34	$583	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Fairscale Capital, LLC	32	$605	0.0%	Growth	Very Low	Nashua, NH	2026-11-04
MTM Investment Management, LLC	32	$549	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
10Elms LLP	29	$497	0.0%	ETF	Very Low	Tulsa, OK	2026-11-06
Bare Financial Services, Inc	27	$463	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Moisand Fitzgerald Tamayo, LLC	27	$464	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Brown, Lisle Ings, Inc.	27	$463	0.0%	Core	Very Low	Providence, RI	2026-10-16
Balance Wealth Partners LLC	26	$438	0.0%	ETF	Medium	Worthington, OH	2026-10-27
PlanVest Financial, Inc	25	$429	0.0%	ETF	Very Low	Gaithersburg, MD	2026-11-09
Southern Michigan Bank & Trust	25	$429	0.0%	ETF	Low	Coldwater, MI	2026-10-19
Gilpin Wealth Management, LLC	25	$429	0.0%	Growth	Low	Denver, CO	2026-10-09
First Bancorp, Inc	25	$429	0.0%	Value	Very Low	Damariscotta, ME	2026-10-26
High Note Wealth, LLC	24	$412	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Mirae Asset Global Investments Co., Ltd.	24	$412	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Acumen Wealth Advisors, LLC	24	$412	0.0%	Growth	High	Chattanooga, TN	2026-11-05
Intesa Sanpaolo Wealth Management	23	$394	0.0%	Growth	Medium	Luxembourg, Netherlands	2026-10-28
Picton Mahoney Asset Management	23	$394	0.0%	GARP	High	Toronto, Australia	2026-11-09
Signature Equity Partners, LLC	23	$395	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Advocate Investing Services LLC	22	$377	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Horizon Financial Services, LLC	21	$360	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Cape Investment Advisory, Inc.	21	$360	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
CKW Financial Group	20	$0	0.0%	ETF	Very Low	Honolulu, HI	2026-10-29
Triumph Capital Management	20	$343	0.0%	ETF	Medium	Denver, CO	2026-10-14
Markowski Investments	19	$326	0.0%	ETF	N/A	Tampa, FL	2026-10-30
Proathlete Wealth Management LLC	19	$325	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Hughes Financial Services, LLC	18	$341	0.0%	ETF	Low	Herndon, VA	2026-10-30
Abound Wealth Management	18	$310	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Gables Capital Management Inc.	18	$309	0.0%	Growth	Very Low	Miami, FL	2026-11-04
SouthState Bank Corp	17	$292	0.0%	Core	Low	Winter Haven, FL	2026-11-09
Lloyd Advisory Services, Llc.	16	$275	0.0%	ETF	Very High	Suwanee, GA	2026-11-02
J.Safra Asset Management Corp	16	$274	0.0%	ETF	Low	New York, NY	2026-11-03
Clark Wealth Partners	15	$258	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Nemes Rush Group LLC	15	$259	0.0%	Growth	Low	Novi, MI	2026-11-04
First Pacific Financial	15	$259	0.0%	ETF	Low	Vancouver, WA	2026-10-14
DiNuzzo Private Wealth, Inc.	14	$241	0.0%	ETF	Low	Beaver, PA	2026-10-16
Burk Holdings LLC	14	$240	0.0%	ETF	Low	Tulsa, OK	2026-11-05
Meriwether Wealth & Planning, LLC	11	$189	0.0%	ETF	Medium	Minden, LA	2026-10-13
Tidemark, LLC	10	$172	0.0%	ETF	Medium	San Diego, CA	2026-11-09
Roble, Belko & Company, Inc	10	$0	0.0%	ETF	Very Low	Sewickley, PA	2026-11-09
Dogwood Wealth Management LLC	10	$172	0.0%	ETF	Medium	Lenexa, KS	2026-11-09
Evolution Wealth Management Inc.	10	$172	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Rydar Equities, Inc.	9	$156	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Davis Capital Management	8	$137	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Wolff Wiese Magana LLC	8	$138	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Fairman Group, LLC	7	$120	0.0%	ETF	Low	Chesterbrook, PA	2026-10-26
Barrett & Company, Inc.	7	$120	0.0%	ETF	Low	Providence, RI	2026-10-22
Paladin Partners, LLC	7	$120	0.0%	ETF	Very Low	Hartland, WI	2026-10-06
Clayton Financial Group LLC	7	$121	0.0%	ETF	Low	St. Louis, MO	2026-10-13
NorthAvenue LLC	6	$103	0.0%	ETF	Very Low	Columbus, OH	2026-10-29
Investment Research & Advisory Group, Inc.	6	$103	0.0%	Growth	Very Low	Atlanta, GA	2026-10-19
Burkett Financial Services, LLC	6	$102	0.0%	ETF	Low	Rock Hill, SC	2026-10-01
Toth Financial Advisory Corp	6	$103	0.0%	Core	Low	Leesburg, VA	2026-10-08
Country Trust Bank	6	$103	0.0%	Growth	Low	Bloomington, IL	2026-10-30
Sawyer & Company, Inc	5	$86	0.0%	Core	Low	Boston, MA	2026-10-21
Bay Harbor Wealth Management, LLC	5	$86	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Archer Investment Corp	5	$86	0.0%	Core	Medium	Carmel, IN	2026-11-05
First Premier Bank	5	$0	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Bernzott Capital Advisors	5	$86	0.0%	Yield	Medium	Camarillo, CA	2026-10-29
Lummis Asset Management, LP	4	$69	0.0%	Core	Very Low	Fort Worth, TX	2026-11-09
Concord Wealth Partners	4	$69	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Networth Advisors, LLC	4	$69	0.0%	ETF	Medium	Canonsburg, PA	2026-11-03
Three Bridge Wealth Advisors, LLC	4	$69	0.0%	ETF	Very Low	Los Altos, CA	2026-11-05
POM Investment Strategies, LLC	4	$69	0.0%	ETF	Very High	Raleigh, NC	2026-10-20
Retirement Wealth Solutions LLC	4	$69	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Bullock Wealth Management Group	4	$71	0.0%	Growth	Low	Bloomington, IN	2026-10-09
McCarley & Cook Financial Planners	4	$69	0.0%	ETF	Low	Cincinnati, OH	2026-10-21
1620 Investment Advisors, Inc.	4	$69	0.0%	Value	Low	Plymouth, MA	2026-11-04
Financial Management Professionals, Inc.	4	$69	0.0%	ETF	Medium	Austin, TX	2026-10-23
Torren Management, LLC	4	$69	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Buck Wealth Strategies, LLC	4	$69	0.0%	Value	Medium	Denver, CO	2026-10-28
James T. Borello RIA	3	$51	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Mosley Wealth Management	3	$56	0.0%	ETF	High	Anaheim, CA	2026-10-16
Key Capital Management, Inc	3	$51	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Entrust Financial LLC	3	$52	0.0%	ETF	Medium	Wayne, PA	2026-11-04
Great Lakes Advisors, LLC	2	$28	0.0%	Core	Medium	Chicago, IL	2026-11-06
Cherry Tree Wealth Management, LLC	2	$35	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Montgomery Financial Services LLC	1	$17	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
West Branch Capital LLC	1	$18	0.0%	Growth	Very Low	Amherst, MA	2026-10-20
Downshift Financial, LLC	1	$17	0.0%	ETF	Low	Boulder, CO	2026-10-13
Hoey Investments, Inc	1	$18	0.0%	Agg Growth	Low	Coatesville, PA	2026-10-29
GK Wealth Management LLC	1	$17	0.0%	GARP	Very High	Reno, NV	2026-10-09