Pinnacle Financial Partners (PNFP)

CUSIP: 72348N109 | NYSE | 828 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/A FMR LLC	12,690,268	8.4%	+2,201,339	Sep 30, 2026	10,488,929 sh (Jun 30, 2026)
13G/A BlackRock, Inc.	15,201,926	10.1%

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP5,073,159

0.1% of portfolio$474.9M

Bank of New York Mellon Corp1,301,967

0.0% of portfolio$121.9M

Thrivent Financial for Lutherans893,941

0.0% of portfolio$83.7K

Fenimore Asset Management Inc825,186

1.7% of portfolio$77.2M

Sumitomo Mitsui Trust Group, Inc.364,045

0.0% of portfolio$34.1M

Retirement Systems of Alabama360,036

0.1% of portfolio$33.7M

Principal Financial Group Inc345,269

0.0% of portfolio$32.3M

Private Management Group Inc283,208

0.7% of portfolio$26.5M

LEE Danner & Bass Inc207,601

1.1% of portfolio$19.4M

Mitsubishi UFJ Asset Management Co., Ltd.188,951

0.0% of portfolio$17.7M

Salzhauer Michael164,269

6.2% of portfolio$15.4M

Oppenheimer Asset Management Inc.160,945

0.2% of portfolio$15.1M

Community Trust & Investment Co159,513

0.7% of portfolio$14.9M

Citigroup Inc147,977

0.0% of portfolio$13.9M

New York State Teachers Retirement System138,677

0.0% of portfolio$13.0K

Woodmont Investment Counsel LLC135,947

0.7% of portfolio$12.7M

Creative Planning132,057

0.0% of portfolio$12.4M

Swedbank AB123,892

0.0% of portfolio$11.6M

Tectonic Advisors LLC115,947

0.5% of portfolio$10.9M

Channing Capital Management, LLC111,989

0.3% of portfolio$10.5M

Old National Bancorp100,478

0.2% of portfolio$9.4M

Jefferies Financial Group Inc.91,353

0.1% of portfolio$8.6M

Wealth Enhancement Advisory Services, LLC83,311

0.0% of portfolio$7.3M

BI Asset Management Fondsmaeglerselskab A/S77,423

0.0% of portfolio$7.2K

Allspring Global Investments Holdings, LLC75,997

0.0% of portfolio$7.2M

Sage Investment Counsel LLC74,474

7.0% of portfolio$7.0M

Atria Investments, Inc74,251

0.1% of portfolio$7.0M

Pictet Asset Management Holding SA73,538

0.0% of portfolio$6.9M

Amalgamated Bank67,264

0.0% of portfolio$6.3K

Asio Capital, LLC66,261

0.8% of portfolio$6.2M

Blue Trust, Inc.64,283

0.1% of portfolio$6.0M

Reliant Investment Management, LLC61,711

2.1% of portfolio$5.8M

Asset Management One Co., Ltd.58,826

0.0% of portfolio$5.5M

Mutual of America Capital Management LLC54,804

0.1% of portfolio$5.1M

Oliver Luxxe Assets LLC53,583

0.8% of portfolio$5.0M

Ellerson Group Inc52,378

3.1% of portfolio$5.4M

AGP Franklin, LLC51,244

2.1% of portfolio$4.8M

State of New Jersey Common Pension Fund D48,968

0.0% of portfolio$4.6M

Robeco Institutional Asset Management B.V.48,172

0.0% of portfolio$4.5M

Gradient Investments LLC46,200

0.1% of portfolio$4.3M

Fjarde Ap-Fonden TH Swedish National Pension Fund44,752

0.0% of portfolio$4.2M

Louisiana State Employees Retirement System44,700

0.1% of portfolio$4.2M

Mn Services Vermogensbeheer B.V.44,000

0.0% of portfolio$4.1K

Riverwater Partners LLC42,974

1.1% of portfolio$4.0M

Covea Finance42,300

0.1% of portfolio$4.0M

Arizona State Retirement System41,270

0.0% of portfolio$3.9M

State of Alaska, Department of Revenue41,093

0.0% of portfolio$3.8K

Thompson Siegel & Walmsley LLC41,093

0.0% of portfolio$3.8K

Yousif Capital Management, LLC39,191

0.0% of portfolio$3.7M

State of Michigan Retirement System37,906

0.0% of portfolio$3.5M

IFM Investors Pty Ltd37,757

0.0% of portfolio$3.5M

SEB Asset Management AB36,644

0.0% of portfolio$3.4M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS35,901

0.0% of portfolio$3.4M

Fifth Third Bancorp34,929

0.0% of portfolio$3.3M

Assenagon Asset Management S.A.34,000

0.0% of portfolio$3.2M

Patten & Patten Inc32,023

0.2% of portfolio$3.0M

Oregon Public Employees Retirement Fund31,159

0.0% of portfolio$2.9M

New Mexico Educational Retirement Board31,153

0.0% of portfolio$2.9K

Truist Financial Corp29,394

0.0% of portfolio$2.8M

Xponance LLC28,561

0.0% of portfolio$2.7M

Welch Group, LLC27,731

0.1% of portfolio$2.6M

Patriot Investment Management Group, Inc.27,645

0.1% of portfolio$2.6M

Cahaba Wealth Management, Inc.27,090

0.2% of portfolio$2.5M

Montgomery Investment Management Inc24,918

0.7% of portfolio$2.3M

AM Investment Strategies LLC24,401

0.0% of portfolio$2.3K

Concurrent Investment Advisors, LLC22,975

0.0% of portfolio$2.2M

Beacon Capital Management, LLC22,366

0.3% of portfolio$2.1M

EverSource Wealth Advisors, LLC21,972

0.1% of portfolio$2.1M

Harbor Capital Advisors, Inc.21,689

0.0% of portfolio$2.0K

Kestra Advisory Services, LLC21,304

0.0% of portfolio$2.0M

Villanova Investment Management Co20,721

1.9% of portfolio$1.9M

First Citizens Bank & Trust Co19,874

0.0% of portfolio$1.9M

Swiss Life Asset Management Ltd19,785

0.0% of portfolio$1.9M

Vest Financial, LLC19,560

0.0% of portfolio$1.8M

Patten Group, Inc.19,243

0.3% of portfolio$1.8M

OP Asset Management Ltd18,279

0.0% of portfolio$1.7M

HB Wealth Management, LLC18,208

0.0% of portfolio$1.6M

Penn Capital Management Company, LLC17,583

0.1% of portfolio$1.7M

Westhampton Capital, LLC16,905

0.7% of portfolio$1.6M

Nisa Investment Advisors, LLC16,349

0.0% of portfolio$1.5M

B. Metzler seel. Sohn & Co. AG16,189

0.0% of portfolio$1.5M

Correct Capital Wealth Management15,929

0.3% of portfolio$1.5M

Coyle Financial Counsel LLC15,125

0.3% of portfolio$1.4M

Sumitomo Mitsui DS Asset Management Company, Ltd15,081

0.0% of portfolio$1.4M

Daiwa Securities Group Inc.14,600

0.0% of portfolio$1.4M

Brighton Jones LLC14,501

0.0% of portfolio$1.4M

Formuepleje A/S14,384

0.1% of portfolio$1.3M

US Bancorp \de\14,348

0.0% of portfolio$1.3M

BIP Wealth, LLC13,477

0.0% of portfolio$1.3M

Greatmark Investment Partners, Inc.13,188

0.1% of portfolio$1.2M

Investors Asset Management of Georgia Inc12,887

0.4% of portfolio$1.2M

Regions Financial Corp12,646

0.0% of portfolio$1.2M

Parsons Capital Management Inc12,346

0.1% of portfolio$1.2M

Sowell Financial Services LLC11,587

0.0% of portfolio$1.1M

CIBC Asset Management Inc11,504

0.0% of portfolio$1.1M

Capricorn Fund Managers Ltd11,481

0.1% of portfolio$1.1M

Gulf International Bank (UK) Ltd11,479

0.0% of portfolio$1.1K

Wealth Preservation Advisors, LLC11,338

0.5% of portfolio$1.1M

MV Capital Management, Inc.11,320

0.1% of portfolio$1.1M

Ashton Thomas Private Wealth, LLC10,769

0.0% of portfolio$1.0M

Quadrant Capital Group LLC10,755

0.0% of portfolio$1.0M

Evergreen Capital Management LLC10,698

0.0% of portfolio$1.0M

Sunbeam Capital Management, LLC10,144

0.4% of portfolio$949.6K

Inscription Capital, LLC9,872

0.1% of portfolio$924.1K

Wedmont Private Capital9,617

0.0% of portfolio$910.4K

Steel Grove Capital Advisors, LLC9,495

0.1% of portfolio$888.8K

Maryland State Retirement & Pension System9,300

0.0% of portfolio$870.6K

Commonwealth Equity Services, LLC9,250

0.0% of portfolio$865.9K

Simon Quick Advisors, LLC9,153

0.0% of portfolio$856.8K

Krilogy Financial LLC8,894

0.0% of portfolio$840.6K

Simplicity Wealth,LLC8,833

0.0% of portfolio$826.8K

Rayburn West Financial Services LLC8,699

0.4% of portfolio$814.3K

Compass Ion Advisors, LLC8,671

0.1% of portfolio$811.7K

Sagespring Wealth Partners, LLC8,607

0.0% of portfolio$805.7K

Patton Albertson Miller Group, LLC8,507

0.1% of portfolio$796.3K

Ausbil Investment Management Ltd8,418

0.4% of portfolio$788.0K

StoneX Group Inc.8,276

0.0% of portfolio$802.8K

Inspire Investing, LLC8,246

0.0% of portfolio$771.9K

Fideuram Asset Management (Ireland) dac8,231

0.0% of portfolio$836.4K

Signaturefd, LLC8,212

0.0% of portfolio$768.7K

Sheets Smith Wealth Management8,068

0.1% of portfolio$755.2K

OpenArc Corporate Advisory, LLC7,882

0.0% of portfolio$737.8K

Chicago Partners Investment Group LLC7,843

0.0% of portfolio$787.0K

Cambridge Investment Research Advisors, Inc.7,530

0.0% of portfolio$705

Fulcrum Asset Management LLP7,249

0.0% of portfolio$677.9K

Crossmark Global Holdings, Inc.7,245

0.0% of portfolio$678.2K

Park Avenue Securities LLC7,078

0.0% of portfolio$663

Summit Asset Management, LLC6,902

0.1% of portfolio$646.1K

Temasek Holdings (Private) Ltd6,805

0.0% of portfolio$637.0K

NorthCrest Asset Manangement, LLC6,457

0.0% of portfolio$611.3K

NBZ Investment Advisors LLC6,400

0.2% of portfolio$599.1K

Pinnacle Associates LTD5,987

0.0% of portfolio$560.4K

Procyon Advisors, LLC5,926

0.0% of portfolio$554.7K

KBC Group NV5,884

0.0% of portfolio$551

Alps Advisors Inc5,800

0.0% of portfolio$542.9K

Baker Tilly Wealth Management, LLC5,732

0.1% of portfolio$536.6K

ProShare Advisors LLC5,716

0.0% of portfolio$535.1K

PFW Advisors LLC5,536

0.2% of portfolio$518.2K

Compound Planning, Inc.5,487

0.0% of portfolio$513.7K

HMS Capital Management, LLC5,260

0.2% of portfolio$492.4K

Parcion Private Wealth LLC5,166

0.0% of portfolio$483.6K

Fifth Third Wealth Advisors LLC5,154

0.0% of portfolio$482.5K

Gamma Investing LLC4,964

0.0% of portfolio$464.7K

1834 Investment Advisors Co4,891

0.1% of portfolio$457.8K

Capital Investment Counsel, Inc4,759

0.0% of portfolio$445.5K

Lanark Financial, Inc.4,726

0.0% of portfolio$442.4K

Prospera Financial Services Inc4,644

0.0% of portfolio$472.1K

PensionDanmark Pensionsforsikringsaktieselskab4,620

0.0% of portfolio$432.5K

North Dakota State Investment Board4,571

0.0% of portfolio$427.9K

111 Capital4,563

0.1% of portfolio$427.1K

Greenleaf Trust4,537

0.0% of portfolio$424.7K

Bahl & Gaynor LLC4,514

0.0% of portfolio$422.6K

Strategic Blueprint, LLC4,333

0.0% of portfolio$405.6K

Capital Investment Advisors, LLC4,327

0.0% of portfolio$405.1K

Pinnacle Wealth Management Advisory Group, LLC4,289

0.0% of portfolio$401.5K

AlphaCore Capital LLC4,169

0.0% of portfolio$390.3K

Davenport & Co LLC4,143

0.0% of portfolio$387.8K

Sterling Capital Management LLC4,071

0.0% of portfolio$381.1K

Ballast, Inc.3,900

0.1% of portfolio$365.1K

Greenwood Capital Associates LLC3,891

0.0% of portfolio$364.2K

TBH Global Asset Management, LLC3,831

0.1% of portfolio$358.6K

Revolve Wealth Partners, LLC3,762

0.0% of portfolio$352.2K

Profund Advisors LLC3,707

0.0% of portfolio$347.0K

Ethic Inc.3,679

0.0% of portfolio$344.4K

State of Wyoming3,644

0.0% of portfolio$341.1K

Praxis Investment Management Inc3,595

0.0% of portfolio$337

Montag A & Associates Inc3,557

0.0% of portfolio$333.0K

E. Ohman J:or Asset Management AB3,500

0.0% of portfolio$327.6K

Jamison Private Wealth Management, Inc.3,415

0.0% of portfolio$319.6K

TCV Trust & Wealth Management, Inc.3,407

0.0% of portfolio$318.9K

MFA Wealth Advisors, LLC3,342

0.1% of portfolio$312.8K

Foster Victor Wealth Advisors, LLC3,311

0.0% of portfolio$310.9K

Shayne & Jacobs, LLC3,000

0.1% of portfolio$280.8K

Provenance Wealth Advisors, LLC2,910

0.0% of portfolio$272.4K

Southern Financial Group, LLC2,907

0.1% of portfolio$272.1K

Sage Rhino Capital LLC2,877

0.0% of portfolio$269.3K

Acorn Wealth Advisors, LLC2,849

0.1% of portfolio$266.7K

OAK Ridge Investments LLC2,818

0.0% of portfolio$263.8K

CFS Investment Advisory Services, LLC2,738

0.0% of portfolio$263.2K

Oslo Pensjonsforsikring AS2,730

0.0% of portfolio$255.6K

Choreo, LLC2,689

0.0% of portfolio$251.7K

Mather Group, Llc.2,647

0.0% of portfolio$247.8K

Farther Finance Advisors, LLC2,625

0.0% of portfolio$245.7K

Crew Capital Management, Ltd2,615

0.1% of portfolio$244.8K

Kingswood Wealth Advisors, LLC2,609

0.0% of portfolio$244.2K

Flywheel Private Wealth LLC2,590

0.1% of portfolio$242.5K

Teza Capital Management LLC2,551

0.2% of portfolio$238.8K

Instrumental Wealth, LLC2,532

0.1% of portfolio$237.0K

Apollon Wealth Management, LLC2,530

0.0% of portfolio$236.8K

Oakworth Capital, Inc.2,516

0.0% of portfolio$235.5K

J. Safra Sarasin Holding AG2,467

0.0% of portfolio$230.9K

Murphy, Middleton, Hinkle & Parker, Inc.2,452

0.1% of portfolio$229.5K

Citizens Financial Group Inc2,452

0.0% of portfolio$229.6K

Selective Wealth Management, Inc.2,347

0.1% of portfolio$221.5K

Gateway Investment Advisers LLC2,323

0.0% of portfolio$217.5K

MW Advisory, LLC2,315

0.1% of portfolio$216.7K

Bfsg, LLC2,277

0.0% of portfolio$213.2K

Kestra Private Wealth Services, LLC2,273

0.0% of portfolio$212.8K

Swmg, LLC2,273

0.1% of portfolio$228.3K

Riversedge Advisors, LLC2,236

0.0% of portfolio$209.3K

Paragon Capital Management Ltd2,232

0.0% of portfolio$208.9K

Decision Investments, Inc2,227

0.2% of portfolio$208.5K

Aaron Wealth Advisors LLC2,202

0.0% of portfolio$206.1K

BlueChip Wealth Advisors LLC2,196

0.1% of portfolio$205.6K

Provident Wealth Management, LLC2,165

0.1% of portfolio$202.7K

Soltis Investment Advisors LLC2,140

0.0% of portfolio$200.3K

Strs Ohio2,116

0.0% of portfolio$198.1K

Harbor Investment Advisory, LLC2,077

0.0% of portfolio$194.4K

0.1% of portfolio$192.8K

Acumen Wealth Advisors, LLC1,930

0.0% of portfolio$180.7K

Trust Co of Vermont1,643

0.0% of portfolio$153.8K

Essential Partners LLC1,589

0.1% of portfolio$148.7K

Parallel Advisors, LLC1,389

0.0% of portfolio$130.0K

First Horizon Corp1,370

0.0% of portfolio$128.2K

ASR Vermogensbeheer N.V.1,300

0.0% of portfolio$121.7K

Hilltop National Bank1,164

0.0% of portfolio$109.0K

West Paces Advisors Inc.1,149

0.0% of portfolio$107.6K

Elyxium Wealth, LLC1,112

0.0% of portfolio$104.1K

True Wealth Design, LLC1,081

0.0% of portfolio$101.2K

Key FInancial Inc1,040

0.0% of portfolio$97.4K

Covestor Ltd978

0.0% of portfolio$91

Ag2r LA Mondiale Gestion D'actifs940

0.0% of portfolio$88.0K

SJS Investment Consulting Inc.736

0.0% of portfolio$68.9K

Versant Capital Management, Inc673

0.0% of portfolio$63.0K

Larson Financial Group LLC600

0.0% of portfolio$56.2K

Spurstone Advisory Services, LLC585

0.7% of portfolio$55.4K

IFP Advisors, Inc564

0.0% of portfolio$52.8K

Laurel Wealth Advisors LLC552

0.0% of portfolio$51.7K

Assetmark, Inc511

0.0% of portfolio$47.8K

MTM Investment Management, LLC483

0.0% of portfolio$45.2K

Hilton Head Capital Partners, LLC477

0.0% of portfolio$44.7K

Root Financial Partners, LLC451

0.0% of portfolio$42.2K

Horizon Financial Services, LLC409

0.0% of portfolio$38.3K

Parkside Financial Bank & Trust378

0.0% of portfolio$35.4K

CoreCap Advisors, LLC352

0.0% of portfolio$33.0K

Mirae Asset Global Investments Co., Ltd.346

0.0% of portfolio$32.4K

Owl Creek Wealth Partners LLC338

0.0% of portfolio$31.6K

City Holding Co300

0.0% of portfolio$28.1K

High Point Wealth Management, LLC284

0.0% of portfolio$26.6K

Activest Wealth Management270

0.0% of portfolio$25.3K

Bank of New Hampshire221

0.0% of portfolio$20.7K

Investors Research Corp219

0.0% of portfolio$20.5K

Nfsg Corp219

0.0% of portfolio$20.5K

Bell Investment Advisors, Inc212

0.0% of portfolio$19.8K

Westside Investment Management, Inc.210

0.0% of portfolio$20.2K

New England Capital Financial Advisors LLC198

0.0% of portfolio$18.6K

Private Trust Co NA187

0.0% of portfolio$17.5K

Keystone Financial Group, Inc.180

0.0% of portfolio$16.9K

Private Wealth Management Group, LLC172

0.0% of portfolio$16.1K

Fortitude Family Office, LLC170

0.0% of portfolio$15.9K

Salomon & Ludwin, LLC164

0.0% of portfolio$15.4K

MassMutual Private Wealth & Trust, FSB163

0.0% of portfolio$15.3K

Elevation Wealth Partners, LLC155

0.0% of portfolio$14.5K

Ares Financial Consulting, LLC144

0.0% of portfolio$13.5K

Rossby Financial, LCC142

0.0% of portfolio$13.3K

Richardson Capital Management LLC130

0.0% of portfolio$12.2K

Farmers & Merchants Investments Inc125

0.0% of portfolio$11.7K

JFS Wealth Advisors, LLC108

0.0% of portfolio$10.1K

Accordant Advisory Group Inc104

0.0% of portfolio$9.7K

Creative Financial Designs Inc84

0.0% of portfolio$7.9K

Aspect Partners, LLC78

0.0% of portfolio$7.3K

Avion Wealth77

0.0% of portfolio$7

North Star Investment Management Corp.75

0.0% of portfolio$7.0K

Brown, Lisle Ings, Inc.65

0.0% of portfolio$6.1K

Cedar Mountain Advisors, LLC64

0.0% of portfolio$6.0K

Pinnacle Wealth Planning Services, Inc.60

0.0% of portfolio$5.6K

Torren Management, LLC54

0.0% of portfolio$5.1K

Creative Capital Management Investments LLC54

0.0% of portfolio$5.1K

Asset Dedication, LLC54

0.0% of portfolio$5.1K

Cromwell Holdings LLC52

0.0% of portfolio$4.9K

Concord Wealth Partners50

0.0% of portfolio$4.7K

CX Institutional47

0.0% of portfolio$4

James T. Borello RIA46

0.0% of portfolio$4.3K

TD Private Client Wealth LLC41

0.0% of portfolio$3.8K

Cullen T Bankers, Inc.40

0.0% of portfolio$3.7K

Armstrong Advisory Group, Inc37

0.0% of portfolio$3.5K

Silver Grove Financial Group, Inc.35

0.0% of portfolio$3.3K

Physician Wealth Advisors, Inc.34

0.0% of portfolio$3.2K

UMB Private Wealth Management, LLC32

0.0% of portfolio$3.0K

Planning Strategies Inc.31

0.0% of portfolio$2.9K

Triumph Capital Management26

0.0% of portfolio$2.4K

Bokf, NA26

0.0% of portfolio$2.4K

Hughes Financial Services, LLC25

0.0% of portfolio$2.5K

William Mack & Associates, Inc.22

0.0% of portfolio$2.1K

Cape Investment Advisory, Inc.21

0.0% of portfolio$2.0K

Bay Harbor Wealth Management, LLC21

0.0% of portfolio$2.0K

DiNuzzo Private Wealth, Inc.19

0.0% of portfolio$1.8K

Bare Financial Services, Inc17

0.0% of portfolio$1.6K

American Capital Advisory, LLC16

0.0% of portfolio$1.5K

SBI Securities Co., Ltd.16

0.0% of portfolio$1.5K

Pension & Wealth Management Advisors, Inc.15

0.0% of portfolio$1.4K

Atlantic Edge Private Wealth Management, LLC13

0.0% of portfolio$1.2K

Toth Financial Advisory Corp13

0.0% of portfolio$1.2K

Signature Equity Partners, LLC11

0.0% of portfolio$1.0K

Ascentis Wealth Management, LLC10

0.0% of portfolio$936

Quaker Wealth Management, LLC9

0.0% of portfolio$843

Highline Wealth Partners LLC9

0.0% of portfolio$842

DecisionPoint Financial, LLC9

0.0% of portfolio$852

Arlington Trust Co LLC8

0.0% of portfolio$749

Caitong International Asset Management Co., Ltd8

0.0% of portfolio$749

First Command Advisory Services, Inc.8

0.0% of portfolio$749

Capital Advisors, Ltd. LLC8

0.0% of portfolio$1

Jacobi Capital Management LLC7

0.0% of portfolio$655

Financial Consulate, Inc6

0.0% of portfolio$562

Proathlete Wealth Management LLC6

0.0% of portfolio$561

Financial Management Professionals, Inc.6

0.0% of portfolio$562

GHP Investment Advisors, Inc.5

0.0% of portfolio$469

Leonteq Securities AG5

0.0% of portfolio$468

FNY Investment Advisers, LLC5

0.0% of portfolio$0

Central Trust Co3

0.0% of portfolio$259

Maseco LLP2

0.0% of portfolio$187

Valued Wealth Advisors LLC1

0.0% of portfolio$96

Monetary Solutions, Ltd1

0.0% of portfolio$94

Gilpin Wealth Management, LLC1

0.0% of portfolio$94

Maryland Capital Advisors Inc.1

0.0% of portfolio$94

Lloyd Advisory Services, Llc.0

0.0% of portfolio$11

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	5,073,159	$474.9M	0.1%	Index	Low	Austin, TX	2026-11-04
Bank of New York Mellon Corp	1,301,967	$121.9M	0.0%	Core	Low	New York, NY	2026-11-05
Thrivent Financial for Lutherans	893,941	$83.7K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Fenimore Asset Management Inc	825,186	$77.2M	1.7%	Core	Low	Cobleskill, NY	2026-10-08
Sumitomo Mitsui Trust Group, Inc.	364,045	$34.1M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Retirement Systems of Alabama	360,036	$33.7M	0.1%	Index	Low	Montgomery, AL	2026-11-04
Principal Financial Group Inc	345,269	$32.3M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Private Management Group Inc	283,208	$26.5M	0.7%	Yield	Low	Irvine, CA	2026-11-04
LEE Danner & Bass Inc	207,601	$19.4M	1.1%	Value	Very Low	Nashville, TN	2026-10-27
Mitsubishi UFJ Asset Management Co., Ltd.	188,951	$17.7M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Salzhauer Michael	164,269	$15.4M	6.2%	GARP	Low	New York, NY	2026-10-28
Oppenheimer Asset Management Inc.	160,945	$15.1M	0.2%	Core	Medium	New York, NY	2026-10-27
Community Trust & Investment Co	159,513	$14.9M	0.7%	Core	Low	Lexington, KY	2026-10-15
Citigroup Inc	147,977	$13.9M	0.0%	Core	Medium	New York, NY	2026-11-04
New York State Teachers Retirement System	138,677	$13.0K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Woodmont Investment Counsel LLC	135,947	$12.7M	0.7%	GARP	Very Low	Nashville, TN	2026-10-29
Creative Planning	132,057	$12.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Swedbank AB	123,892	$11.6M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-27
Tectonic Advisors LLC	115,947	$10.9M	0.5%	Yield	Low	Frisco, TX	2026-10-22
Channing Capital Management, LLC	111,989	$10.5M	0.3%	Value	High	Chicago, IL	2026-11-02
Old National Bancorp	100,478	$9.4M	0.2%	Core	Low	Evansville, IN	2026-10-20
Jefferies Financial Group Inc.	91,353	$8.6M	0.1%	Core	Very High	New York, NY	2026-11-05
Wealth Enhancement Advisory Services, LLC	83,311	$7.3M	0.0%	Core	Low	Plymouth, MN	2026-10-13
BI Asset Management Fondsmaeglerselskab A/S	77,423	$7.2K	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Allspring Global Investments Holdings, LLC	75,997	$7.2M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Sage Investment Counsel LLC	74,474	$7.0M	7.0%	Value	Medium	Franklin, TN	2026-10-26
Atria Investments, Inc	74,251	$7.0M	0.1%	Core	Medium	Charlotte, NC	2026-10-15
Pictet Asset Management Holding SA	73,538	$6.9M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Amalgamated Bank	67,264	$6.3K	0.0%	Core	Very Low	New York, NY	2026-10-23
Asio Capital, LLC	66,261	$6.2M	0.8%	Growth	Medium	Lexington, KY	2026-10-19
Blue Trust, Inc.	64,283	$6.0M	0.1%	ETF	Low	Brentwood, TN	2026-10-15
Reliant Investment Management, LLC	61,711	$5.8M	2.1%	Growth	Medium	Memphis, TN	2026-10-14
Asset Management One Co., Ltd.	58,826	$5.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Mutual of America Capital Management LLC	54,804	$5.1M	0.1%	Index	Low	New York, NY	2026-10-23
Oliver Luxxe Assets LLC	53,583	$5.0M	0.8%	Value	Medium	Gladstone, NJ	2026-10-14
Ellerson Group Inc	52,378	$5.4M	3.1%	Growth	Low	Annapolis, MD	2026-11-04
AGP Franklin, LLC	51,244	$4.8M	2.1%	Growth	Medium	Franklin, TN	2026-11-04
State of New Jersey Common Pension Fund D	48,968	$4.6M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Robeco Institutional Asset Management B.V.	48,172	$4.5M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Gradient Investments LLC	46,200	$4.3M	0.1%	Core	Medium	Arden Hills, MN	2026-10-08
Fjarde Ap-Fonden TH Swedish National Pension Fund	44,752	$4.2M	0.0%	Growth	Low	Stockholm, Sweden	2026-10-15
Louisiana State Employees Retirement System	44,700	$4.2M	0.1%	Index	Low	Baton Rouge, LA	2026-10-20
Mn Services Vermogensbeheer B.V.	44,000	$4.1K	0.0%	Core	Very Low	The Hague, Philippines	2026-10-08
Riverwater Partners LLC	42,974	$4.0M	1.1%	Value	Medium	Milwaukee, WI	2026-11-03
Covea Finance	42,300	$4.0M	0.1%	Growth	Medium	Paris, India	2026-10-21
Arizona State Retirement System	41,270	$3.9M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
State of Alaska, Department of Revenue	41,093	$3.8K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Thompson Siegel & Walmsley LLC	41,093	$3.8K	0.0%	Deep Value	Medium	Richmond, VA	2026-11-05
Yousif Capital Management, LLC	39,191	$3.7M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
State of Michigan Retirement System	37,906	$3.5M	0.0%	Index	Low	East Lansing, MI	2026-10-27
IFM Investors Pty Ltd	37,757	$3.5M	0.0%	Index	Very Low	Melbourne, China	2026-10-14
SEB Asset Management AB	36,644	$3.4M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	35,901	$3.4M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
Fifth Third Bancorp	34,929	$3.3M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Assenagon Asset Management S.A.	34,000	$3.2M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Patten & Patten Inc	32,023	$3.0M	0.2%	Core	Low	Chattanooga, TN	2026-10-26
Oregon Public Employees Retirement Fund	31,159	$2.9M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
New Mexico Educational Retirement Board	31,153	$2.9K	0.0%	Index	Very Low	Santa Fe, NM	2026-11-05
Truist Financial Corp	29,394	$2.8M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Xponance LLC	28,561	$2.7M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Welch Group, LLC	27,731	$2.6M	0.1%	Core	Very Low	Birmingham, AL	2026-10-29
Patriot Investment Management Group, Inc.	27,645	$2.6M	0.1%	ETF	Very Low	Knoxville, TN	2026-10-15
Cahaba Wealth Management, Inc.	27,090	$2.5M	0.2%	ETF	Very Low	Atlanta, GA	2026-10-26
Montgomery Investment Management Inc	24,918	$2.3M	0.7%	GARP	Very Low	Rockville, MD	2026-10-26
AM Investment Strategies LLC	24,401	$2.3K	0.0%	Core	Very Low	Chattanooga, TN	2026-11-05
Concurrent Investment Advisors, LLC	22,975	$2.2M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Beacon Capital Management, LLC	22,366	$2.1M	0.3%	ETF	Medium	Franklin, TN	2026-10-23
EverSource Wealth Advisors, LLC	21,972	$2.1M	0.1%	Core	Medium	Birmingham, AL	2026-11-04
Harbor Capital Advisors, Inc.	21,689	$2.0K	0.0%	Value	High	Chicago, IL	2026-10-22
Kestra Advisory Services, LLC	21,304	$2.0M	0.0%	Core	Low	Austin, TX	2026-11-02
Villanova Investment Management Co	20,721	$1.9M	1.9%	Deep Value	Medium	Wayne, PA	2026-11-02
First Citizens Bank & Trust Co	19,874	$1.9M	0.0%	Core	Medium	Raleigh, NC	2026-10-14
Swiss Life Asset Management Ltd	19,785	$1.9M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Vest Financial, LLC	19,560	$1.8M	0.0%	Value	Medium	Mclean, VA	2026-10-21
Patten Group, Inc.	19,243	$1.8M	0.3%	Core	Low	Chattanooga, TN	2026-10-26
OP Asset Management Ltd	18,279	$1.7M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
HB Wealth Management, LLC	18,208	$1.6M	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Penn Capital Management Company, LLC	17,583	$1.7M	0.1%	Value	High	Philadelphia, PA	2026-11-04
Westhampton Capital, LLC	16,905	$1.6M	0.7%	Core	Very Low	Winston-Salem, NC	2026-10-30
Nisa Investment Advisors, LLC	16,349	$1.5M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
B. Metzler seel. Sohn & Co. AG	16,189	$1.5M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Correct Capital Wealth Management	15,929	$1.5M	0.3%	ETF	Medium	Clayton, MO	2026-11-02
Coyle Financial Counsel LLC	15,125	$1.4M	0.3%	ETF	Very Low	Glenview, IL	2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd	15,081	$1.4M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
Daiwa Securities Group Inc.	14,600	$1.4M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Brighton Jones LLC	14,501	$1.4M	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Formuepleje A/S	14,384	$1.3M	0.1%	Core	Medium	Aarhus C, Greece	2026-10-15
US Bancorp \de\	14,348	$1.3M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
BIP Wealth, LLC	13,477	$1.3M	0.0%	ETF	Medium	Atlanta, GA	2026-10-22
Greatmark Investment Partners, Inc.	13,188	$1.2M	0.1%	Value	Very Low	Columbus, GA	2026-10-28
Investors Asset Management of Georgia Inc	12,887	$1.2M	0.4%	GARP	Low	Atlanta, GA	2026-10-20
Regions Financial Corp	12,646	$1.2M	0.0%	Core	Low	Birmingham, AL	2026-11-05
Parsons Capital Management Inc	12,346	$1.2M	0.1%	Core	Low	Providence, RI	2026-10-28
Sowell Financial Services LLC	11,587	$1.1M	0.0%	Core	Low	North Little Rock, AR	2026-10-23
CIBC Asset Management Inc	11,504	$1.1M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Capricorn Fund Managers Ltd	11,481	$1.1M	0.1%	GARP	Very High	London, United Kingdom	2026-11-03
Gulf International Bank (UK) Ltd	11,479	$1.1K	0.0%	Core	Very Low	London, United Kingdom	2026-10-20
Wealth Preservation Advisors, LLC	11,338	$1.1M	0.5%	Core	Low	Chattanooga, TN	2026-11-05
MV Capital Management, Inc.	11,320	$1.1M	0.1%	ETF	Low	Bethesda, MD	2026-10-29
Ashton Thomas Private Wealth, LLC	10,769	$1.0M	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Quadrant Capital Group LLC	10,755	$1.0M	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Evergreen Capital Management LLC	10,698	$1.0M	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Sunbeam Capital Management, LLC	10,144	$949.6K	0.4%	Growth	Very Low	Atlanta, GA	2026-11-05
Inscription Capital, LLC	9,872	$924.1K	0.1%	GARP	Medium	Houston, TX	2026-11-02
Wedmont Private Capital	9,617	$910.4K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Steel Grove Capital Advisors, LLC	9,495	$888.8K	0.1%	ETF	Low	Memphis, TN	2026-10-13
Maryland State Retirement & Pension System	9,300	$870.6K	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Commonwealth Equity Services, LLC	9,250	$865.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Simon Quick Advisors, LLC	9,153	$856.8K	0.0%	ETF	Low	Morristown, NJ	2026-10-26
Krilogy Financial LLC	8,894	$840.6K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
Simplicity Wealth,LLC	8,833	$826.8K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Rayburn West Financial Services LLC	8,699	$814.3K	0.4%	Value	Low	Nashville, TN	2026-11-03
Compass Ion Advisors, LLC	8,671	$811.7K	0.1%	ETF	Very Low	Conshohocken, PA	2026-10-23
Sagespring Wealth Partners, LLC	8,607	$805.7K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Patton Albertson Miller Group, LLC	8,507	$796.3K	0.1%	Core	Low	Chattanooga, TN	2026-10-26
Ausbil Investment Management Ltd	8,418	$788.0K	0.4%	Value	Medium	Sydney, China	2026-10-08
StoneX Group Inc.	8,276	$802.8K	0.0%	ETF	Medium	New York, NY	2026-11-03
Inspire Investing, LLC	8,246	$771.9K	0.0%	GARP	High	Meridian, ID	2026-10-22
Fideuram Asset Management (Ireland) dac	8,231	$836.4K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Signaturefd, LLC	8,212	$768.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Sheets Smith Wealth Management	8,068	$755.2K	0.1%	Core	Low	Winston-Salem, NC	2026-10-16
OpenArc Corporate Advisory, LLC	7,882	$737.8K	0.0%	Growth	Low	Atlanta, GA	2026-10-21
Chicago Partners Investment Group LLC	7,843	$787.0K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Cambridge Investment Research Advisors, Inc.	7,530	$705	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Fulcrum Asset Management LLP	7,249	$677.9K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Crossmark Global Holdings, Inc.	7,245	$678.2K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Park Avenue Securities LLC	7,078	$663	0.0%	ETF	Medium	New York, NY	2026-10-26
Summit Asset Management, LLC	6,902	$646.1K	0.1%	ETF	Low	Memphis, TN	2026-11-05
Temasek Holdings (Private) Ltd	6,805	$637.0K	0.0%	Growth	Low	Singapore, Turkey	2026-10-28
NorthCrest Asset Manangement, LLC	6,457	$611.3K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
NBZ Investment Advisors LLC	6,400	$599.1K	0.2%	ETF	Low	Knoxville, TN	2026-10-30
Pinnacle Associates LTD	5,987	$560.4K	0.0%	Core	Low	New York, NY	2026-10-20
Procyon Advisors, LLC	5,926	$554.7K	0.0%	Core	Very Low	Shelton, CT	2026-10-21
KBC Group NV	5,884	$551	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Alps Advisors Inc	5,800	$542.9K	0.0%	Yield	Low	Denver, CO	2026-11-03
Baker Tilly Wealth Management, LLC	5,732	$536.6K	0.1%	Growth	Low	Madison, WI	2026-10-05
ProShare Advisors LLC	5,716	$535.1K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
PFW Advisors LLC	5,536	$518.2K	0.2%	Core	Low	Atlanta, GA	2026-10-07
Compound Planning, Inc.	5,487	$513.7K	0.0%	Core	Low	New York, NY	2026-11-05
HMS Capital Management, LLC	5,260	$492.4K	0.2%	Growth	Medium	Nashville, TN	2026-10-20
Parcion Private Wealth LLC	5,166	$483.6K	0.0%	Core	Medium	Bellevue, WA	2026-10-28
Fifth Third Wealth Advisors LLC	5,154	$482.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Gamma Investing LLC	4,964	$464.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
1834 Investment Advisors Co	4,891	$457.8K	0.1%	Value	Low	Milwaukee, WI	2026-10-16
Capital Investment Counsel, Inc	4,759	$445.5K	0.0%	Growth	Very Low	Raleigh, NC	2026-10-20
Lanark Financial, Inc.	4,726	$442.4K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Prospera Financial Services Inc	4,644	$472.1K	0.0%	Core	Medium	Dallas, TX	2026-11-04
PensionDanmark Pensionsforsikringsaktieselskab	4,620	$432.5K	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
North Dakota State Investment Board	4,571	$427.9K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
111 Capital	4,563	$427.1K	0.1%	Core	Very High	Paris, India	2026-11-03
Greenleaf Trust	4,537	$424.7K	0.0%	Core	Low	Kalamazoo, MI	2026-10-29
Bahl & Gaynor LLC	4,514	$422.6K	0.0%	Core	Low	Cincinnati, OH	2026-11-05
Strategic Blueprint, LLC	4,333	$405.6K	0.0%	ETF	Low	Atlanta, GA	2026-10-22
Capital Investment Advisors, LLC	4,327	$405.1K	0.0%	Core	Low	Atlanta, GA	2026-10-22
Pinnacle Wealth Management Advisory Group, LLC	4,289	$401.5K	0.0%	Growth	Low	Red Bank, NJ	2026-10-23
AlphaCore Capital LLC	4,169	$390.3K	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Davenport & Co LLC	4,143	$387.8K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Sterling Capital Management LLC	4,071	$381.1K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Ballast, Inc.	3,900	$365.1K	0.1%	ETF	Low	Lexington, KY	2026-10-20
Greenwood Capital Associates LLC	3,891	$364.2K	0.0%	Core	Medium	Greenwood, SC	2026-10-27
TBH Global Asset Management, LLC	3,831	$358.6K	0.1%	Core	High	Brentwood, TN	2026-11-03
Revolve Wealth Partners, LLC	3,762	$352.2K	0.0%	ETF	Very Low	Hackensack, NJ	2026-10-23
Profund Advisors LLC	3,707	$347.0K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Ethic Inc.	3,679	$344.4K	0.0%	Core	Low	New York, NY	2026-11-03
State of Wyoming	3,644	$341.1K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Praxis Investment Management Inc	3,595	$337	0.0%	Core	Low	Goshen, IN	2026-11-03
Montag A & Associates Inc	3,557	$333.0K	0.0%	Core	Low	Atlanta, GA	2026-10-29
E. Ohman J:or Asset Management AB	3,500	$327.6K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-22
Jamison Private Wealth Management, Inc.	3,415	$319.6K	0.0%	Growth	Very Low	Milton, GA	2026-10-14
TCV Trust & Wealth Management, Inc.	3,407	$318.9K	0.0%	Core	Very Low	Richmond, VA	2026-10-16
MFA Wealth Advisors, LLC	3,342	$312.8K	0.1%	ETF	Medium	Pittsburgh, PA	2026-10-07
Foster Victor Wealth Advisors, LLC	3,311	$310.9K	0.0%	Core	Medium	Greenville, SC	2026-10-21
Shayne & Jacobs, LLC	3,000	$280.8K	0.1%	Value	Very Low	Nashville, TN	2026-10-21
Provenance Wealth Advisors, LLC	2,910	$272.4K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Southern Financial Group, LLC	2,907	$272.1K	0.1%	ETF	Very Low	Birmingham, AL	2026-10-30
Sage Rhino Capital LLC	2,877	$269.3K	0.0%	ETF	Low	Menlo Park, CA	2026-10-28
Acorn Wealth Advisors, LLC	2,849	$266.7K	0.1%	ETF	Low	Grand Blanc, MI	2026-10-19
OAK Ridge Investments LLC	2,818	$263.8K	0.0%	Momentum	Medium	Chicago, IL	2026-10-30
CFS Investment Advisory Services, LLC	2,738	$263.2K	0.0%	ETF	Medium	Totowa, NJ	2026-10-19
Oslo Pensjonsforsikring AS	2,730	$255.6K	0.0%	Value	Low	Oslo, Norway	2026-10-15
Choreo, LLC	2,689	$251.7K	0.0%	Index	Low	Rockford, IL	2026-10-28
Mather Group, Llc.	2,647	$247.8K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Farther Finance Advisors, LLC	2,625	$245.7K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Crew Capital Management, Ltd	2,615	$244.8K	0.1%	Growth	Medium	Cincinnati, OH	2026-10-28
Kingswood Wealth Advisors, LLC	2,609	$244.2K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Flywheel Private Wealth LLC	2,590	$242.5K	0.1%	ETF	Very Low	Los Altos, CA	2026-11-02
Teza Capital Management LLC	2,551	$238.8K	0.2%	Value	High	Austin, TX	2026-10-23
Instrumental Wealth, LLC	2,532	$237.0K	0.1%	ETF	Low	Tampa, FL	2026-10-20
Apollon Wealth Management, LLC	2,530	$236.8K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Oakworth Capital, Inc.	2,516	$235.5K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
J. Safra Sarasin Holding AG	2,467	$230.9K	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Murphy, Middleton, Hinkle & Parker, Inc.	2,452	$229.5K	0.1%	Core	Very High	Thomasville, GA	2026-10-15
Citizens Financial Group Inc	2,452	$229.6K	0.0%	Growth	Low	Providence, RI	2026-10-23
Selective Wealth Management, Inc.	2,347	$221.5K	0.1%	ETF	Low	Forest, VA	2026-10-16
Gateway Investment Advisers LLC	2,323	$217.5K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
MW Advisory, LLC	2,315	$216.7K	0.1%	Core	N/A	Atlanta, GA	2026-10-19
Bfsg, LLC	2,277	$213.2K	0.0%	Core	Low	Irvine, CA	2026-10-30
Kestra Private Wealth Services, LLC	2,273	$212.8K	0.0%	Growth	Low	Austin, TX	2026-10-30
Swmg, LLC	2,273	$228.3K	0.1%	ETF	Medium	Fort Worth, TX	2026-10-23
Riversedge Advisors, LLC	2,236	$209.3K	0.0%	ETF	Medium	Wilmington, DE	2026-10-09
Paragon Capital Management Ltd	2,232	$208.9K	0.0%	Core	Very Low	Denver, CO	2026-10-09
Decision Investments, Inc	2,227	$208.5K	0.2%	Growth	Low	San Diego, CA	2026-10-07
Aaron Wealth Advisors LLC	2,202	$206.1K	0.0%	Growth	Medium	Chicago, IL	2026-10-13
BlueChip Wealth Advisors LLC	2,196	$205.6K	0.1%	ETF	Medium	Milton, GA	2026-11-03
Provident Wealth Management, LLC	2,165	$202.7K	0.1%	ETF	Very Low	Brentwood, TN	2026-10-20
Soltis Investment Advisors LLC	2,140	$200.3K	0.0%	Core	Medium	St. George, UT	2026-10-28
Strs Ohio	2,116	$198.1K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Harbor Investment Advisory, LLC	2,077	$194.4K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Register Financial Advisors LLC	2,059	$192.8K	0.1%	GARP	Low	Atlanta, GA	2026-10-23
Acumen Wealth Advisors, LLC	1,930	$180.7K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
Trust Co of Vermont	1,643	$153.8K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Essential Partners LLC	1,589	$148.7K	0.1%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Parallel Advisors, LLC	1,389	$130.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03
First Horizon Corp	1,370	$128.2K	0.0%	Core	Low	Memphis, TN	2026-10-26
ASR Vermogensbeheer N.V.	1,300	$121.7K	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Hilltop National Bank	1,164	$109.0K	0.0%	Core	Low	Casper, WY	2026-10-14
West Paces Advisors Inc.	1,149	$107.6K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Elyxium Wealth, LLC	1,112	$104.1K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
True Wealth Design, LLC	1,081	$101.2K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Key FInancial Inc	1,040	$97.4K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Covestor Ltd	978	$91	0.0%	Value	High	London, United Kingdom	2026-10-30
Ag2r LA Mondiale Gestion D'actifs	940	$88.0K	0.0%	Growth	Low	Paris, India	2026-10-26
SJS Investment Consulting Inc.	736	$68.9K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Versant Capital Management, Inc	673	$63.0K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Larson Financial Group LLC	600	$56.2K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Spurstone Advisory Services, LLC	585	$55.4K	0.7%	Core	Low	Higganum, CT	2026-11-02
IFP Advisors, Inc	564	$52.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Laurel Wealth Advisors LLC	552	$51.7K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Assetmark, Inc	511	$47.8K	0.0%	ETF	Low	Concord, CA	2026-10-21
MTM Investment Management, LLC	483	$45.2K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
Hilton Head Capital Partners, LLC	477	$44.7K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Root Financial Partners, LLC	451	$42.2K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Horizon Financial Services, LLC	409	$38.3K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Parkside Financial Bank & Trust	378	$35.4K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
CoreCap Advisors, LLC	352	$33.0K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Mirae Asset Global Investments Co., Ltd.	346	$32.4K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Owl Creek Wealth Partners LLC	338	$31.6K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
City Holding Co	300	$28.1K	0.0%	Core	Low	Charleston, WV	2026-10-19
High Point Wealth Management, LLC	284	$26.6K	0.0%	ETF	Low	Chester, NJ	2026-11-05
Activest Wealth Management	270	$25.3K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Bank of New Hampshire	221	$20.7K	0.0%	Core	Low	Laconia, NH	2026-10-06
Investors Research Corp	219	$20.5K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Nfsg Corp	219	$20.5K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Bell Investment Advisors, Inc	212	$19.8K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Westside Investment Management, Inc.	210	$20.2K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
New England Capital Financial Advisors LLC	198	$18.6K	0.0%	ETF	Low	Meriden, CT	2026-11-03
Private Trust Co NA	187	$17.5K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Keystone Financial Group, Inc.	180	$16.9K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Private Wealth Management Group, LLC	172	$16.1K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Fortitude Family Office, LLC	170	$15.9K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Salomon & Ludwin, LLC	164	$15.4K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
MassMutual Private Wealth & Trust, FSB	163	$15.3K	0.0%	Core	Low	Springfield, MA	2026-10-05
Elevation Wealth Partners, LLC	155	$14.5K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Ares Financial Consulting, LLC	144	$13.5K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Rossby Financial, LCC	142	$13.3K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Richardson Capital Management LLC	130	$12.2K	0.0%	ETF	Low	Menomonee Falls, WI	2026-10-23
Farmers & Merchants Investments Inc	125	$11.7K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
JFS Wealth Advisors, LLC	108	$10.1K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Accordant Advisory Group Inc	104	$9.7K	0.0%	Value	Medium	Annapolis, MD	2026-10-29
Creative Financial Designs Inc	84	$7.9K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Aspect Partners, LLC	78	$7.3K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Avion Wealth	77	$7	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
North Star Investment Management Corp.	75	$7.0K	0.0%	Core	Low	Chicago, IL	2026-10-27
Brown, Lisle Ings, Inc.	65	$6.1K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Cedar Mountain Advisors, LLC	64	$6.0K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Pinnacle Wealth Planning Services, Inc.	60	$5.6K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Torren Management, LLC	54	$5.1K	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Creative Capital Management Investments LLC	54	$5.1K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Asset Dedication, LLC	54	$5.1K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Cromwell Holdings LLC	52	$4.9K	0.0%	Index	Low	Jackson, WY	2026-10-28
Concord Wealth Partners	50	$4.7K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
CX Institutional	47	$4	0.0%	Core	Medium	Auburn, IN	2026-10-02
James T. Borello RIA	46	$4.3K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
TD Private Client Wealth LLC	41	$3.8K	0.0%	ETF	Low	New York, NY	2026-10-28
Cullen T Bankers, Inc.	40	$3.7K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Armstrong Advisory Group, Inc	37	$3.5K	0.0%	ETF	High	Needham, MA	2026-10-09
Silver Grove Financial Group, Inc.	35	$3.3K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Physician Wealth Advisors, Inc.	34	$3.2K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
UMB Private Wealth Management, LLC	32	$3.0K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Planning Strategies Inc.	31	$2.9K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Triumph Capital Management	26	$2.4K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Bokf, NA	26	$2.4K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Hughes Financial Services, LLC	25	$2.5K	0.0%	ETF	Low	Herndon, VA	2026-10-30
William Mack & Associates, Inc.	22	$2.1K	0.0%	ETF	Low	Troy, MI	2026-10-27
Cape Investment Advisory, Inc.	21	$2.0K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Bay Harbor Wealth Management, LLC	21	$2.0K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
DiNuzzo Private Wealth, Inc.	19	$1.8K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Bare Financial Services, Inc	17	$1.6K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
American Capital Advisory, LLC	16	$1.5K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
SBI Securities Co., Ltd.	16	$1.5K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Pension & Wealth Management Advisors, Inc.	15	$1.4K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Atlantic Edge Private Wealth Management, LLC	13	$1.2K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Toth Financial Advisory Corp	13	$1.2K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Signature Equity Partners, LLC	11	$1.0K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Ascentis Wealth Management, LLC	10	$936	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Quaker Wealth Management, LLC	9	$843	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Highline Wealth Partners LLC	9	$842	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
DecisionPoint Financial, LLC	9	$852	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Arlington Trust Co LLC	8	$749	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Caitong International Asset Management Co., Ltd	8	$749	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
First Command Advisory Services, Inc.	8	$749	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Capital Advisors, Ltd. LLC	8	$1	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Jacobi Capital Management LLC	7	$655	0.0%	Core	Low	Pittston, PA	2026-11-05
Financial Consulate, Inc	6	$562	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Proathlete Wealth Management LLC	6	$561	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Financial Management Professionals, Inc.	6	$562	0.0%	ETF	Medium	Austin, TX	2026-10-23
GHP Investment Advisors, Inc.	5	$469	0.0%	Core	Very Low	Denver, CO	2026-10-15
Leonteq Securities AG	5	$468	0.0%	Core	High	Zurich, Switzerland	2026-10-29
FNY Investment Advisers, LLC	5	$0	0.0%	Growth	Very High	New York, NY	2026-10-16
Central Trust Co	3	$259	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Maseco LLP	2	$187	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Valued Wealth Advisors LLC	1	$96	0.0%	Index	Very Low	Holladay, UT	2026-11-05
Monetary Solutions, Ltd	1	$94	0.0%	ETF	Very Low	Dayton, OH	2026-10-22
Gilpin Wealth Management, LLC	1	$94	0.0%	Growth	Low	Denver, CO	2026-10-09
Maryland Capital Advisors Inc.	1	$94	0.0%	ETF	Very Low	Chester, MD	2026-10-15
Lloyd Advisory Services, Llc.	0	$11	0.0%	ETF	Very High	Suwanee, GA	2026-11-02