Ralliant Corp (RAL)

CUSIP: 750940108 | NYSE | Technology · Electronic Components | Mid Cap | 898 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
13GMillennium Management LLC	5,610,784	5.1%	New 5%+ stake	Aug 6, 2026	No 13F filer matched

13GMillennium Management LLC5,610,784

5.1% of class · Aug 6, 2026

Institutional Holders — Q3 2026

Sort by

Flossbach VON Storch SE2,707,213

1.0% of portfolio$187.3M

Wasatch Advisors LP1,598,024

0.8% of portfolio$110.5M

Dimensional Fund Advisors LP1,390,205

0.0% of portfolio$96.2M

Principal Financial Group Inc750,530

0.0% of portfolio$51.9M

Bank of New York Mellon Corp691,547

0.0% of portfolio$47.8M

ARS Investment Partners, LLC498,035

1.5% of portfolio$34.4M

Thrivent Financial for Lutherans144,651

0.0% of portfolio$10.0K

Allspring Global Investments Holdings, LLC139,346

0.0% of portfolio$9.9M

KBC Group NV125,583

0.0% of portfolio$8.7K

Canoe Financial LP122,728

0.1% of portfolio$8.7M

DekaBank Deutsche Girozentrale111,687

0.0% of portfolio$7.8K

New York State Teachers Retirement System95,154

0.0% of portfolio$6.6K

ASO Group Ltd72,613

0.0% of portfolio$5.0K

Hollow Brook Wealth Management LLC62,373

0.7% of portfolio$4.3M

Illinois Municipal Retirement Fund52,974

0.0% of portfolio$3.7M

Fifth Third Bancorp50,848

0.0% of portfolio$3.5M

B. Metzler seel. Sohn & Co. AG50,143

0.0% of portfolio$3.5M

Y-Intercept (Hong Kong) Ltd48,644

0.1% of portfolio$3.4M

Virginia Retirement Systems ET Al48,560

0.0% of portfolio$3.4M

Louisiana State Employees Retirement System47,100

0.0% of portfolio$3.3M

MacKenzie Financial Corp44,246

0.0% of portfolio$3.1M

Alpha Omega Wealth Management LLC39,391

0.4% of portfolio$2.7M

State of New Jersey Common Pension Fund D35,167

0.0% of portfolio$2.4M

Citigroup Inc31,885

0.0% of portfolio$2.2M

Creative Planning31,535

0.0% of portfolio$2.2M

Maryland State Retirement & Pension System31,453

0.0% of portfolio$2.2M

Amalgamated Bank30,711

0.0% of portfolio$2.1K

Arizona State Retirement System29,955

0.0% of portfolio$2.1M

Yousif Capital Management, LLC26,285

0.0% of portfolio$1.8M

Oak Thistle LLC26,131

0.2% of portfolio$1.8M

IVC Wealth Advisors LLC26,114

0.7% of portfolio$1.8M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS26,069

0.0% of portfolio$1.8M

State of Alaska, Department of Revenue25,392

0.0% of portfolio$1.8K

Oregon Public Employees Retirement Fund24,784

0.0% of portfolio$1.7M

Jackson Creek Investment Advisors LLC23,358

0.0% of portfolio$1.6K

Nisa Investment Advisors, LLC22,965

0.0% of portfolio$1.6M

Oppenheimer Asset Management Inc.20,237

0.0% of portfolio$1.4M

New Wave Wealth Advisors LLC18,404

0.4% of portfolio$1.3M

Pictet Asset Management Holding SA16,127

0.0% of portfolio$1.1M

Mutual of America Capital Management LLC13,730

0.0% of portfolio$949.7K

Truist Financial Corp13,490

0.0% of portfolio$933.1K

Farmers & Merchants Investments Inc13,167

0.0% of portfolio$910.8K

Welch & Forbes LLC13,032

0.0% of portfolio$901.4K

Fractal Investments LLC13,000

0.1% of portfolio$899.2K

Keybank National Association12,321

0.0% of portfolio$852.3K

Wealth Enhancement Advisory Services, LLC10,607

0.0% of portfolio$762.2K

Lanark Financial, Inc.10,327

0.0% of portfolio$714.3K

US Bancorp \de\10,281

0.0% of portfolio$711.1K

Ethic Inc.9,785

0.0% of portfolio$676.8K

First Nebraska Trust Co9,389

0.1% of portfolio$649.3K

Capital Investment Services of America, Inc.8,784

0.1% of portfolio$607.6K

Xponance LLC8,470

0.0% of portfolio$585.9K

Crestwood Advisors Group, LLC8,112

0.0% of portfolio$561.2K

Moran Wealth Management, LLC7,502

0.0% of portfolio$518.9K

Choreo, LLC7,398

0.0% of portfolio$511.7K

Asset Management One Co., Ltd.7,346

0.0% of portfolio$508.1K

Commonwealth Equity Services, LLC6,991

0.0% of portfolio$483.6K

CIBC Asset Management Inc6,657

0.0% of portfolio$460.5K

Granite Investment Partners, LLC6,449

0.0% of portfolio$446.1K

GC Wealth Management RIA, LLC6,393

0.0% of portfolio$442.2K

Swiss Life Asset Management Ltd6,387

0.0% of portfolio$441.8K

Argentarii, LLC6,167

0.1% of portfolio$426.5K

Bull Street Advisors, LLC5,451

0.0% of portfolio$377

First American Bank5,404

0.0% of portfolio$373.8K

Cambridge Investment Research Advisors, Inc.5,281

0.0% of portfolio$365

Inspire Investing, LLC5,199

0.0% of portfolio$359.6K

HB Wealth Management, LLC5,002

0.0% of portfolio$346.0K

Lido Advisors, LLC4,925

0.0% of portfolio$340.7K

Fifth Third Wealth Advisors LLC4,719

0.0% of portfolio$326.4K

Chesley Taft & Associates LLC4,395

0.0% of portfolio$304.0K

Crossmark Global Holdings, Inc.4,324

0.0% of portfolio$299.1K

MGO One Seven LLC4,241

0.0% of portfolio$293.4K

Nolet Wealth Management, LLC4,162

0.2% of portfolio$287.9K

Simplex Trading, LLC4,082

0.0% of portfolio$282.4K

YHB Investment Advisors, Inc.4,066

0.0% of portfolio$281.2K

Mountain Pacific Investment Advisers LLC4,061

0.0% of portfolio$280.9K

King Luther Capital Management Corp3,904

0.0% of portfolio$270.1K

CenterBook Partners LP3,884

0.0% of portfolio$268.7K

Family Legacy Financial Solutions, LLC3,835

0.2% of portfolio$265.3K

Sterling Investment Management, LLC3,736

0.1% of portfolio$258.4K

Central Pacific Bank - Trust Division3,555

0.0% of portfolio$245.9K

Middleton & Co Inc3,529

0.0% of portfolio$244.1K

Sage Rhino Capital LLC3,483

0.0% of portfolio$240.9K

Machina Capital S.A.S.3,451

0.0% of portfolio$238.7K

Northstar Asset Management Co3,447

0.0% of portfolio$238.8K

North Dakota State Investment Board3,417

0.0% of portfolio$236.4K

Sterling Capital Management LLC3,194

0.0% of portfolio$220.9K

Parsons Capital Management Inc3,194

0.0% of portfolio$220.9K

Citizens Financial Group Inc3,162

0.0% of portfolio$218.7K

Mirador Capital Partners LP3,115

0.0% of portfolio$215.5K

Livforsakringsbolaget Skandia, Omsesidigt2,924

0.0% of portfolio$220.8K

Vise Technologies, Inc.2,913

0.0% of portfolio$201.5K

Pinnacle Wealth Planning Services, Inc.2,517

0.0% of portfolio$174.1K

TD Private Client Wealth LLC2,067

0.0% of portfolio$143.0K

Gamma Investing LLC1,971

0.0% of portfolio$136.3K

Montag A & Associates Inc1,870

0.0% of portfolio$129.3K

Farther Finance Advisors, LLC1,797

0.0% of portfolio$124.3K

Blue Trust, Inc.1,578

0.0% of portfolio$109.2K

Strs Ohio1,521

0.0% of portfolio$105.2K

Parallel Advisors, LLC1,323

0.0% of portfolio$91.5K

Plato Investment Management Ltd1,302

0.0% of portfolio$90.4K

Trust Co of Toledo NA1,154

0.0% of portfolio$79.8K

Hazlett, Burt & Watson, Inc.1,084

0.0% of portfolio$75

Signaturefd, LLC938

0.0% of portfolio$64.9K

EverSource Wealth Advisors, LLC897

0.0% of portfolio$62.0K

Loring Wolcott & Coolidge Fiduciary Advisors LLP890

0.0% of portfolio$61.6K

Salomon & Ludwin, LLC879

0.0% of portfolio$60.8K

Fulcrum Asset Management LLP768

0.0% of portfolio$53.7K

IFP Advisors, Inc752

0.0% of portfolio$52.0K

Generali Asset Management SPA SGR691

0.0% of portfolio$47.8K

Compass Wealth Management LLC658

0.0% of portfolio$45.5K

Versant Capital Management, Inc654

0.0% of portfolio$45.2K

Reyes Financial Architecture, Inc.585

0.0% of portfolio$40.5K

Private Trust Co NA574

0.0% of portfolio$39.7K

Harbor Capital Advisors, Inc.544

0.0% of portfolio$38

TFC Financial Management, Inc.501

0.0% of portfolio$34.7K

Parkside Financial Bank & Trust435

0.0% of portfolio$30.1K

SJS Investment Consulting Inc.371

0.0% of portfolio$25.7K

Evermay Wealth Management LLC365

0.0% of portfolio$25.2K

Bare Financial Services, Inc350

0.0% of portfolio$24.2K

Provenance Wealth Advisors, LLC340

0.0% of portfolio$23.5K

Wilmington Savings Fund Society, FSB327

0.0% of portfolio$22.6K

Ascentis Independent Advisors316

0.0% of portfolio$21.9K

Elevation Wealth Partners, LLC293

0.0% of portfolio$20.3K

J.Safra Asset Management Corp260

0.0% of portfolio$18.0K

Mirae Asset Global Investments Co., Ltd.255

0.0% of portfolio$17.6K

Mitsubishi UFJ Asset Management Co., Ltd.236

0.0% of portfolio$16.3K

Atlantic Edge Private Wealth Management, LLC234

0.0% of portfolio$16.2K

Creative Financial Designs Inc232

0.0% of portfolio$16.1K

Central Trust Co219

0.0% of portfolio$15.1K

Fortitude Family Office, LLC200

0.0% of portfolio$13.8K

Grove Bank & Trust197

0.0% of portfolio$13.6K

Duncker Streett & Co Inc186

0.0% of portfolio$12.9K

Asset Dedication, LLC176

0.0% of portfolio$12.2K

Root Financial Partners, LLC174

0.0% of portfolio$12.0K

Albion Financial Group168

0.0% of portfolio$11.6K

Triumph Capital Management166

0.0% of portfolio$11.5K

Elyxium Wealth, LLC158

0.0% of portfolio$10.9K

Pension & Wealth Management Advisors, Inc.153

0.0% of portfolio$10.6K

Rosenberg Matthew Hamilton148

0.0% of portfolio$10.2K

Covestor Ltd143

0.0% of portfolio$10

Harbor Investment Advisory, LLC142

0.0% of portfolio$9.8K

Blume Capital Management, Inc.133

0.0% of portfolio$9.2K

First Command Advisory Services, Inc.133

0.0% of portfolio$9.2K

Cassaday & Co Wealth Management LLC132

0.0% of portfolio$9.1K

Harbor Asset Planning, Inc.128

0.0% of portfolio$8.9K

Mather Group, Llc.125

0.0% of portfolio$8.6K

Capital Advisors, Ltd. LLC124

0.0% of portfolio$9

West Paces Advisors Inc.121

0.0% of portfolio$8.4K

True Wealth Design, LLC121

0.0% of portfolio$8.4K

UMB Private Wealth Management, LLC120

0.0% of portfolio$8.3K

Glass Jacobson Investment Advisors llc117

0.0% of portfolio$8.1K

Cedar Mountain Advisors, LLC112

0.0% of portfolio$7.7K

Bangor Savings Bank109

0.0% of portfolio$7.5K

TD Waterhouse Canada Inc.107

0.0% of portfolio$7.6K

Nfsg Corp100

0.0% of portfolio$6.9K

First Premier Bank100

0.0% of portfolio$7

Latitude Advisors, LLC100

0.0% of portfolio$6.9K

Larson Financial Group LLC98

0.0% of portfolio$6.8K

Essential Partners LLC94

0.0% of portfolio$6.5K

Security National Bank91

0.0% of portfolio$6.3K

Cromwell Holdings LLC85

0.0% of portfolio$5.9K

Brown, Lisle Ings, Inc.77

0.0% of portfolio$5.3K

CX Institutional74

0.0% of portfolio$5

Laurel Wealth Advisors LLC73

0.0% of portfolio$5.1K

DT Investment Partners, LLC72

0.0% of portfolio$5.0K

Phillip James Consulting Co.66

0.0% of portfolio$4.6K

Dorato Capital Management63

0.0% of portfolio$4.6K

Bayban61

0.0% of portfolio$4.5K

Financial Consulate, Inc58

0.0% of portfolio$4.0K

William Mack & Associates, Inc.57

0.0% of portfolio$3.9K

CoreCap Advisors, LLC55

0.0% of portfolio$3.8K

Assetmark, Inc41

0.0% of portfolio$2.8K

Piscataqua Savings Bank36

0.0% of portfolio$2.5K

Bokf, NA35

0.0% of portfolio$2.4K

Valley National Advisers Inc33

0.0% of portfolio$2.3K

Activest Wealth Management32

0.0% of portfolio$2.2K

Pinnacle Bancorp, Inc.32

0.0% of portfolio$2.2K

Manchester Capital Management LLC30

0.0% of portfolio$2.1K

Private Wealth Management Group, LLC29

0.0% of portfolio$2.0K

Cdkv Holdings LLC26

0.0% of portfolio$1.8K

MidAtlantic Capital Management, Inc.24

0.0% of portfolio$1.7K

Bell Investment Advisors, Inc23

0.0% of portfolio$1.6K

Hoey Investments, Inc22

0.0% of portfolio$1.5K

MassMutual Private Wealth & Trust, FSB21

0.0% of portfolio$1.5K

PFS Partners, LLC20

0.0% of portfolio$1.4K

Putney Financial Group LLC19

0.0% of portfolio$1.3K

Mcdonald Partners LLC19

0.0% of portfolio$1.3K

Key FInancial Inc18

0.0% of portfolio$1.2K

Birch Financial Group, LLC18

0.0% of portfolio$1.3K

Silver Grove Financial Group, Inc.16

0.0% of portfolio$1.1K

Hickory Point Bank & Trust16

0.0% of portfolio$1.1K

Jacobi Capital Management LLC16

0.0% of portfolio$1.1K

Physician Wealth Advisors, Inc.14

0.0% of portfolio$969

Foster Dykema Cabot & Partners, LLC14

0.0% of portfolio$968

Gilpin Wealth Management, LLC13

0.0% of portfolio$900

Jnba Financial Advisors13

0.0% of portfolio$900

MV Capital Management, Inc.11

0.0% of portfolio$761

Kozak & Associates, Inc.10

0.0% of portfolio$700

First Horizon Corp10

0.0% of portfolio$692

Caitong International Asset Management Co., Ltd9

0.0% of portfolio$623

Hughes Financial Services, LLC8

0.0% of portfolio$564

Noble Wealth Management PBC8

0.0% of portfolio$553

Key Capital Management, Inc8

0.0% of portfolio$553

Abound Wealth Management7

0.0% of portfolio$485

CGC Financial Services, LLC6

0.0% of portfolio$415

Davis Capital Management6

0.0% of portfolio$415

WPG Advisers, LLC4

0.0% of portfolio$277

Ares Financial Consulting, LLC4

0.0% of portfolio$277

Arlington Trust Co LLC3

0.0% of portfolio$208

Pacific Center for Financial Services3

0.0% of portfolio$208

DecisionPoint Financial, LLC2

0.0% of portfolio$142

DiNuzzo Private Wealth, Inc.2

0.0% of portfolio$139

North Point Portfolio Managers Corp2

0.0% of portfolio$139

Proathlete Wealth Management LLC2

0.0% of portfolio$138

Buck Wealth Strategies, LLC2

0.0% of portfolio$138

Trust Co1

0.0% of portfolio$69

Bay Harbor Wealth Management, LLC1

0.0% of portfolio$69

Bullock Wealth Management Group1

0.0% of portfolio$71

Torren Management, LLC1

0.0% of portfolio$70

Balance Wealth Partners LLC0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Flossbach VON Storch SE	2,707,213	$187.3M	1.0%	Core	Medium	Cologne, Hong Kong	2026-10-28
Wasatch Advisors LP	1,598,024	$110.5M	0.8%	GARP	Medium	Salt Lake City, UT	2026-10-13
Dimensional Fund Advisors LP	1,390,205	$96.2M	0.0%	Index	Low	Austin, TX	2026-11-04
Principal Financial Group Inc	750,530	$51.9M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Bank of New York Mellon Corp	691,547	$47.8M	0.0%	Core	Low	New York, NY	2026-11-05
ARS Investment Partners, LLC	498,035	$34.4M	1.5%	Growth	Medium	New York, NY	2026-11-05
Thrivent Financial for Lutherans	144,651	$10.0K	0.0%	GARP	Medium	Minneapolis, MN	2026-11-05
Allspring Global Investments Holdings, LLC	139,346	$9.9M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
KBC Group NV	125,583	$8.7K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Canoe Financial LP	122,728	$8.7M	0.1%	Value	Medium	Calgary, Abu Dhabi	2026-10-21
DekaBank Deutsche Girozentrale	111,687	$7.8K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
New York State Teachers Retirement System	95,154	$6.6K	0.0%	Core	Very Low	Albany, NY	2026-10-22
ASO Group Ltd	72,613	$5.0K	0.0%	Value	Very Low	Road Town, Egypt	2026-11-05
Hollow Brook Wealth Management LLC	62,373	$4.3M	0.7%	Core	Low	Katonah, NY	2026-10-29
Illinois Municipal Retirement Fund	52,974	$3.7M	0.0%	Core	Medium	Oak Brook, IL	2026-11-05
Fifth Third Bancorp	50,848	$3.5M	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
B. Metzler seel. Sohn & Co. AG	50,143	$3.5M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Y-Intercept (Hong Kong) Ltd	48,644	$3.4M	0.1%	Value	Very High	Hong Kong, South Korea	2026-10-16
Virginia Retirement Systems ET Al	48,560	$3.4M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Louisiana State Employees Retirement System	47,100	$3.3M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
MacKenzie Financial Corp	44,246	$3.1M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Alpha Omega Wealth Management LLC	39,391	$2.7M	0.4%	Value	Low	Richmond, VA	2026-10-23
State of New Jersey Common Pension Fund D	35,167	$2.4M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Citigroup Inc	31,885	$2.2M	0.0%	Core	Medium	New York, NY	2026-11-04
Creative Planning	31,535	$2.2M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Maryland State Retirement & Pension System	31,453	$2.2M	0.0%	Index	Very Low	Baltimore, MD	2026-11-05
Amalgamated Bank	30,711	$2.1K	0.0%	Core	Very Low	New York, NY	2026-10-23
Arizona State Retirement System	29,955	$2.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Yousif Capital Management, LLC	26,285	$1.8M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Oak Thistle LLC	26,131	$1.8M	0.2%	Value	Very High	New York, NY	2026-10-21
IVC Wealth Advisors LLC	26,114	$1.8M	0.7%	Growth	Low	Silverdale, PA	2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	26,069	$1.8M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
State of Alaska, Department of Revenue	25,392	$1.8K	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Oregon Public Employees Retirement Fund	24,784	$1.7M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Jackson Creek Investment Advisors LLC	23,358	$1.6K	0.0%	Value	Very High	Castle Rock, CO	2026-11-04
Nisa Investment Advisors, LLC	22,965	$1.6M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Oppenheimer Asset Management Inc.	20,237	$1.4M	0.0%	Core	Medium	New York, NY	2026-10-27
New Wave Wealth Advisors LLC	18,404	$1.3M	0.4%	Core	Medium	Springdale, AR	2026-10-19
Pictet Asset Management Holding SA	16,127	$1.1M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Mutual of America Capital Management LLC	13,730	$949.7K	0.0%	Index	Low	New York, NY	2026-10-23
Truist Financial Corp	13,490	$933.1K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Farmers & Merchants Investments Inc	13,167	$910.8K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Welch & Forbes LLC	13,032	$901.4K	0.0%	Core	Very Low	Boston, MA	2026-11-04
Fractal Investments LLC	13,000	$899.2K	0.1%	Yield	Low	Glastonbury, CT	2026-10-28
Keybank National Association	12,321	$852.3K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Wealth Enhancement Advisory Services, LLC	10,607	$762.2K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Lanark Financial, Inc.	10,327	$714.3K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
US Bancorp \de\	10,281	$711.1K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Ethic Inc.	9,785	$676.8K	0.0%	Core	Low	New York, NY	2026-11-03
First Nebraska Trust Co	9,389	$649.3K	0.1%	Core	Very Low	Lincoln, NE	2026-10-30
Capital Investment Services of America, Inc.	8,784	$607.6K	0.1%	Growth	Low	Milwaukee, WI	2026-11-02
Xponance LLC	8,470	$585.9K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Crestwood Advisors Group, LLC	8,112	$561.2K	0.0%	Growth	Low	Boston, MA	2026-10-27
Moran Wealth Management, LLC	7,502	$518.9K	0.0%	Core	Medium	Naples, FL	2026-10-22
Choreo, LLC	7,398	$511.7K	0.0%	Index	Low	Rockford, IL	2026-10-28
Asset Management One Co., Ltd.	7,346	$508.1K	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Commonwealth Equity Services, LLC	6,991	$483.6K	0.0%	ETF	Low	Waltham, MA	2026-11-02
CIBC Asset Management Inc	6,657	$460.5K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Granite Investment Partners, LLC	6,449	$446.1K	0.0%	Core	Medium	El Segundo, CA	2026-11-04
GC Wealth Management RIA, LLC	6,393	$442.2K	0.0%	Growth	Medium	Cambridge, MA	2026-11-02
Swiss Life Asset Management Ltd	6,387	$441.8K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Argentarii, LLC	6,167	$426.5K	0.1%	Growth	Low	Cincinnati, OH	2026-10-28
Bull Street Advisors, LLC	5,451	$377	0.0%	Core	Very Low	Savannah, GA	2026-10-20
First American Bank	5,404	$373.8K	0.0%	Growth	Very Low	Dundee, IL	2026-10-27
Cambridge Investment Research Advisors, Inc.	5,281	$365	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Inspire Investing, LLC	5,199	$359.6K	0.0%	GARP	High	Meridian, ID	2026-10-22
HB Wealth Management, LLC	5,002	$346.0K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Lido Advisors, LLC	4,925	$340.7K	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Fifth Third Wealth Advisors LLC	4,719	$326.4K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Chesley Taft & Associates LLC	4,395	$304.0K	0.0%	Core	Low	Chicago, IL	2026-10-13
Crossmark Global Holdings, Inc.	4,324	$299.1K	0.0%	GARP	Medium	Houston, TX	2026-10-21
MGO One Seven LLC	4,241	$293.4K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Nolet Wealth Management, LLC	4,162	$287.9K	0.2%	ETF	Medium	Fort Worth, TX	2026-10-15
Simplex Trading, LLC	4,082	$282.4K	0.0%	Core	Very High	Chicago, IL	2026-11-04
YHB Investment Advisors, Inc.	4,066	$281.2K	0.0%	Growth	Low	West Hartford, CT	2026-10-08
Mountain Pacific Investment Advisers LLC	4,061	$280.9K	0.0%	Core	Very Low	Boise, ID	2026-10-29
King Luther Capital Management Corp	3,904	$270.1K	0.0%	Core	Low	Fort Worth, TX	2026-11-05
CenterBook Partners LP	3,884	$268.7K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
Family Legacy Financial Solutions, LLC	3,835	$265.3K	0.2%	Agg Growth	Medium	Cary, NC	2026-10-07
Sterling Investment Management, LLC	3,736	$258.4K	0.1%	Core	Medium	Tucson, AZ	2026-10-16
Central Pacific Bank - Trust Division	3,555	$245.9K	0.0%	Core	Medium	Honolulu, HI	2026-10-06
Middleton & Co Inc	3,529	$244.1K	0.0%	Growth	Low	Boston, MA	2026-10-23
Sage Rhino Capital LLC	3,483	$240.9K	0.0%	ETF	Low	Menlo Park, CA	2026-10-28
Machina Capital S.A.S.	3,451	$238.7K	0.0%	Value	Very High	Paris, India	2026-11-05
Northstar Asset Management Co	3,447	$238.8K	0.0%	Core	Very Low	Blue Bell, PA	2026-10-22
North Dakota State Investment Board	3,417	$236.4K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Sterling Capital Management LLC	3,194	$220.9K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Parsons Capital Management Inc	3,194	$220.9K	0.0%	Core	Low	Providence, RI	2026-10-28
Citizens Financial Group Inc	3,162	$218.7K	0.0%	Growth	Low	Providence, RI	2026-10-23
Mirador Capital Partners LP	3,115	$215.5K	0.0%	Growth	Medium	Pleasanton, CA	2026-10-09
Livforsakringsbolaget Skandia, Omsesidigt	2,924	$220.8K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
Vise Technologies, Inc.	2,913	$201.5K	0.0%	Index	Low	New York, NY	2026-10-29
Pinnacle Wealth Planning Services, Inc.	2,517	$174.1K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
TD Private Client Wealth LLC	2,067	$143.0K	0.0%	ETF	Low	New York, NY	2026-10-28
Gamma Investing LLC	1,971	$136.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Montag A & Associates Inc	1,870	$129.3K	0.0%	Core	Low	Atlanta, GA	2026-10-29
Farther Finance Advisors, LLC	1,797	$124.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Blue Trust, Inc.	1,578	$109.2K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Strs Ohio	1,521	$105.2K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Parallel Advisors, LLC	1,323	$91.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Plato Investment Management Ltd	1,302	$90.4K	0.0%	Core	Low	Sydney, China	2026-11-05
Trust Co of Toledo NA	1,154	$79.8K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Hazlett, Burt & Watson, Inc.	1,084	$75	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Signaturefd, LLC	938	$64.9K	0.0%	Index	Low	Atlanta, GA	2026-10-23
EverSource Wealth Advisors, LLC	897	$62.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Loring Wolcott & Coolidge Fiduciary Advisors LLP	890	$61.6K	0.0%	Growth	Very Low	Boston, MA	2026-10-23
Salomon & Ludwin, LLC	879	$60.8K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Fulcrum Asset Management LLP	768	$53.7K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
IFP Advisors, Inc	752	$52.0K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Generali Asset Management SPA SGR	691	$47.8K	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Compass Wealth Management LLC	658	$45.5K	0.0%	GARP	Low	Guilford, CT	2026-10-22
Versant Capital Management, Inc	654	$45.2K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Reyes Financial Architecture, Inc.	585	$40.5K	0.0%	ETF	Very High	San Diego, CA	2026-10-22
Private Trust Co NA	574	$39.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Harbor Capital Advisors, Inc.	544	$38	0.0%	Value	High	Chicago, IL	2026-10-22
TFC Financial Management, Inc.	501	$34.7K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Parkside Financial Bank & Trust	435	$30.1K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
SJS Investment Consulting Inc.	371	$25.7K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Evermay Wealth Management LLC	365	$25.2K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Bare Financial Services, Inc	350	$24.2K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Provenance Wealth Advisors, LLC	340	$23.5K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Wilmington Savings Fund Society, FSB	327	$22.6K	0.0%	Core	Low	Wilmington, DE	2026-10-23
Ascentis Independent Advisors	316	$21.9K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Elevation Wealth Partners, LLC	293	$20.3K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
J.Safra Asset Management Corp	260	$18.0K	0.0%	ETF	Low	New York, NY	2026-11-03
Mirae Asset Global Investments Co., Ltd.	255	$17.6K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Mitsubishi UFJ Asset Management Co., Ltd.	236	$16.3K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Atlantic Edge Private Wealth Management, LLC	234	$16.2K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Creative Financial Designs Inc	232	$16.1K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Central Trust Co	219	$15.1K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Fortitude Family Office, LLC	200	$13.8K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Grove Bank & Trust	197	$13.6K	0.0%	ETF	Low	Miami, FL	2026-10-08
Duncker Streett & Co Inc	186	$12.9K	0.0%	Growth	Low	St. Louis, MO	2026-10-27
Asset Dedication, LLC	176	$12.2K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Root Financial Partners, LLC	174	$12.0K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Albion Financial Group	168	$11.6K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Triumph Capital Management	166	$11.5K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Elyxium Wealth, LLC	158	$10.9K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Pension & Wealth Management Advisors, Inc.	153	$10.6K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Rosenberg Matthew Hamilton	148	$10.2K	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Covestor Ltd	143	$10	0.0%	Value	High	London, United Kingdom	2026-10-30
Harbor Investment Advisory, LLC	142	$9.8K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Blume Capital Management, Inc.	133	$9.2K	0.0%	Core	Medium	Berkeley, CA	2026-10-26
First Command Advisory Services, Inc.	133	$9.2K	0.0%	Index	Low	Fort Worth, TX	2026-11-05
Cassaday & Co Wealth Management LLC	132	$9.1K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Harbor Asset Planning, Inc.	128	$8.9K	0.0%	ETF	Very Low	Belmont, MA	2026-10-23
Mather Group, Llc.	125	$8.6K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Capital Advisors, Ltd. LLC	124	$9	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
West Paces Advisors Inc.	121	$8.4K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
True Wealth Design, LLC	121	$8.4K	0.0%	ETF	Medium	Akron, OH	2026-10-13
UMB Private Wealth Management, LLC	120	$8.3K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Glass Jacobson Investment Advisors llc	117	$8.1K	0.0%	ETF	Low	Owings Mills, MD	2026-10-26
Cedar Mountain Advisors, LLC	112	$7.7K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Bangor Savings Bank	109	$7.5K	0.0%	ETF	Low	Bangor, ME	2026-10-06
TD Waterhouse Canada Inc.	107	$7.6K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Nfsg Corp	100	$6.9K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
First Premier Bank	100	$7	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Latitude Advisors, LLC	100	$6.9K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Larson Financial Group LLC	98	$6.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Essential Partners LLC	94	$6.5K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Security National Bank	91	$6.3K	0.0%	Growth	Low	Omaha, NE	2026-10-26
Cromwell Holdings LLC	85	$5.9K	0.0%	Index	Low	Jackson, WY	2026-10-28
Brown, Lisle Ings, Inc.	77	$5.3K	0.0%	Core	Very Low	Providence, RI	2026-10-16
CX Institutional	74	$5	0.0%	Core	Medium	Auburn, IN	2026-10-02
Laurel Wealth Advisors LLC	73	$5.1K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
DT Investment Partners, LLC	72	$5.0K	0.0%	ETF	Very Low	Chadds Ford, PA	2026-10-27
Phillip James Consulting Co.	66	$4.6K	0.0%	ETF	Very High	Plymouth, MN	2026-11-03
Dorato Capital Management	63	$4.6K	0.0%	Value	Very Low	Denver, CO	2026-10-08
Bayban	61	$4.5K	0.0%	Value	Low	Bayport, MN	2026-11-05
Financial Consulate, Inc	58	$4.0K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
William Mack & Associates, Inc.	57	$3.9K	0.0%	ETF	Low	Troy, MI	2026-10-27
CoreCap Advisors, LLC	55	$3.8K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Assetmark, Inc	41	$2.8K	0.0%	ETF	Low	Concord, CA	2026-10-21
Piscataqua Savings Bank	36	$2.5K	0.0%	Core	Very Low	Portsmouth, NH	2026-10-21
Bokf, NA	35	$2.4K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Valley National Advisers Inc	33	$2.3K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Activest Wealth Management	32	$2.2K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Pinnacle Bancorp, Inc.	32	$2.2K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
Manchester Capital Management LLC	30	$2.1K	0.0%	Core	Low	Manchester, VT	2026-10-22
Private Wealth Management Group, LLC	29	$2.0K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Cdkv Holdings LLC	26	$1.8K	0.0%	ETF	Medium	Denver, CO	2026-10-28
MidAtlantic Capital Management, Inc.	24	$1.7K	0.0%	ETF	Very Low	Richmond, VA	2026-11-05
Bell Investment Advisors, Inc	23	$1.6K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Hoey Investments, Inc	22	$1.5K	0.0%	Agg Growth	Low	Coatesville, PA	2026-10-29
MassMutual Private Wealth & Trust, FSB	21	$1.5K	0.0%	Core	Low	Springfield, MA	2026-10-05
PFS Partners, LLC	20	$1.4K	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
Putney Financial Group LLC	19	$1.3K	0.0%	Growth	Low	San Rafael, CA	2026-10-30
Mcdonald Partners LLC	19	$1.3K	0.0%	Core	Low	Cleveland, OH	2026-11-03
Key FInancial Inc	18	$1.2K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Birch Financial Group, LLC	18	$1.3K	0.0%	Core	Low	Keene, NH	2026-10-27
Silver Grove Financial Group, Inc.	16	$1.1K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Hickory Point Bank & Trust	16	$1.1K	0.0%	Core	Very Low	Decatur, IL	2026-10-01
Jacobi Capital Management LLC	16	$1.1K	0.0%	Core	Low	Pittston, PA	2026-11-05
Physician Wealth Advisors, Inc.	14	$969	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Foster Dykema Cabot & Partners, LLC	14	$968	0.0%	Growth	Low	Waltham, MA	2026-10-30
Gilpin Wealth Management, LLC	13	$900	0.0%	Growth	Low	Denver, CO	2026-10-09
Jnba Financial Advisors	13	$900	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
MV Capital Management, Inc.	11	$761	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Kozak & Associates, Inc.	10	$700	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
First Horizon Corp	10	$692	0.0%	Core	Low	Memphis, TN	2026-10-26
Caitong International Asset Management Co., Ltd	9	$623	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Hughes Financial Services, LLC	8	$564	0.0%	ETF	Low	Herndon, VA	2026-10-30
Noble Wealth Management PBC	8	$553	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Key Capital Management, Inc	8	$553	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Abound Wealth Management	7	$485	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
CGC Financial Services, LLC	6	$415	0.0%	ETF	Low	Lake Oswego, OR	2026-10-13
Davis Capital Management	6	$415	0.0%	Core	Low	Jacksonville, FL	2026-10-08
WPG Advisers, LLC	4	$277	0.0%	Core	Low	Baltimore, MD	2026-10-27
Ares Financial Consulting, LLC	4	$277	0.0%	Core	Low	Calabasas, CA	2026-10-19
Arlington Trust Co LLC	3	$208	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Pacific Center for Financial Services	3	$208	0.0%	ETF	Medium	Danville, CA	2026-10-15
DecisionPoint Financial, LLC	2	$142	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
DiNuzzo Private Wealth, Inc.	2	$139	0.0%	ETF	Low	Beaver, PA	2026-10-16
North Point Portfolio Managers Corp	2	$139	0.0%	Growth	Low	Orange Village, OH	2026-10-07
Proathlete Wealth Management LLC	2	$138	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Buck Wealth Strategies, LLC	2	$138	0.0%	Value	Medium	Denver, CO	2026-10-28
Trust Co	1	$69	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Bay Harbor Wealth Management, LLC	1	$69	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Bullock Wealth Management Group	1	$71	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Torren Management, LLC	1	$70	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Balance Wealth Partners LLC	0	$0	0.0%	ETF	Medium	Worthington, OH	2026-10-27