Rocket LAB Corp (RKLB)

CUSIP: 773121108 | NYSE | Industrials · Aerospace & Defense | Large Cap | 1458 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
13D/ABeck Peter with Peek Street Equatorial Trustee Ltd, Equatorial Trust, Butler Warren, +1 more	46,443,180	7.5%	New 5%+ stake	Mar 27, 2026	No 13F filer matched
13D/A VK Services, LLC

Institutional Holders — Q3 2026

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Sumitomo Mitsui Trust Group, Inc.2,235,469

0.1% of portfolio$155.8M

Mirae Asset Global Investments Co., Ltd.1,734,444

0.2% of portfolio$120.9M

Tema Etfs LLC1,697,886

4.4% of portfolio$118.3M

Swedbank AB1,534,155

0.1% of portfolio$106.9M

Zevenbergen Capital Investments LLC1,212,160

1.9% of portfolio$84.5M

Dimensional Fund Advisors LP1,003,914

0.0% of portfolio$70.0M

Mitsubishi UFJ Asset Management Co., Ltd.909,197

0.0% of portfolio$63.4M

Citigroup Inc868,069

0.0% of portfolio$60.5M

Once Capital Management, LLC697,000

6.2% of portfolio$48.6M

ProShare Advisors LLC578,195

0.1% of portfolio$40.3M

Neos Investment Management LLC390,685

0.1% of portfolio$27.2M

TB Alternative Assets Ltd.320,703

4.6% of portfolio$22.3M

Creative Planning275,282

0.0% of portfolio$19.2M

Asset Management One Co., Ltd.228,512

0.0% of portfolio$15.9M

Cambridge Investment Research Advisors, Inc.199,138

0.0% of portfolio$13.9K

United Capital Management of KS, Inc.197,620

1.8% of portfolio$13.8M

Pictet Asset Management Holding SA196,508

0.0% of portfolio$13.7M

J. Safra Sarasin Holding AG193,688

0.2% of portfolio$13.5M

McGuire Investment Group, LLC192,878

1.2% of portfolio$13.4M

Vontobel Holding Ltd.187,212

0.0% of portfolio$13.0M

SBI Securities Co., Ltd.175,862

0.3% of portfolio$12.3M

State of New Jersey Common Pension Fund D173,559

0.0% of portfolio$12.1M

Fjarde Ap-Fonden TH Swedish National Pension Fund161,573

0.1% of portfolio$11.3M

Kestra Advisory Services, LLC153,951

0.0% of portfolio$10.7M

Prime Capital Investment Advisors, LLC153,530

0.1% of portfolio$10.7M

Wealth Enhancement Advisory Services, LLC153,409

0.0% of portfolio$10.5M

Mn Services Vermogensbeheer B.V.151,600

0.0% of portfolio$10.6K

Assetmark, Inc150,050

0.0% of portfolio$10.5M

Arizona State Retirement System147,035

0.1% of portfolio$10.2M

OpenArc Corporate Advisory, LLC145,345

0.1% of portfolio$10.1M

Signature Estate & Investment Advisors LLC143,340

0.2% of portfolio$10.0M

Parnassus Investments, LLC136,818

0.0% of portfolio$9.5M

Commonwealth Equity Services, LLC134,650

0.0% of portfolio$9.4M

Perpetual Ltd130,803

0.1% of portfolio$9.1M

CIBC Asset Management Inc128,871

0.0% of portfolio$9.0M

Xponance LLC127,641

0.1% of portfolio$8.9M

Daiwa Securities Group Inc.123,873

0.0% of portfolio$8.6M

IFM Investors Pty Ltd123,154

0.1% of portfolio$8.6M

GF Fund Management Co. Ltd.122,868

0.1% of portfolio$8.6M

SEB Asset Management AB111,812

0.0% of portfolio$7.8M

Davenport & Co LLC108,678

0.0% of portfolio$7.6M

Ethic Inc.103,795

0.1% of portfolio$7.2M

Harel Insurance Investments & Financial Services Ltd.97,987

0.0% of portfolio$6.8K

Lido Advisors, LLC96,874

0.0% of portfolio$6.8M

Hennion & Walsh Asset Management, Inc.96,015

0.2% of portfolio$6.7M

Royal Fund Management, LLC91,147

0.5% of portfolio$6.4M

Swiss Life Asset Management Ltd90,971

0.0% of portfolio$6.3M

Rakuten Investment Management, Inc.87,199

0.0% of portfolio$6.1M

Kornitzer Capital Management Inc84,648

0.1% of portfolio$5.9M

Spear Advisors LLC82,743

2.5% of portfolio$5.8M

OP Asset Management Ltd80,295

0.0% of portfolio$5.6M

DekaBank Deutsche Girozentrale70,508

0.0% of portfolio$5.0K

iA Global Asset Management Inc.68,596

0.0% of portfolio$4.8K

Exchange Traded Concepts, LLC68,024

0.0% of portfolio$4.7M

Chicago Partners Investment Group LLC63,138

0.1% of portfolio$3.3M

PKO Investment Management Joint-Stock Co60,000

0.3% of portfolio$4.2M

Sumitomo Mitsui DS Asset Management Company, Ltd59,494

0.0% of portfolio$4.1M

Wealth Architects, LLC57,529

0.3% of portfolio$4.0M

KBC Group NV57,180

0.0% of portfolio$4.0K

ASR Vermogensbeheer N.V.56,406

0.0% of portfolio$3.9M

Farther Finance Advisors, LLC55,172

0.0% of portfolio$3.8M

ABN Amro Investment Solutions53,466

0.0% of portfolio$3.7M

MacKenzie Financial Corp51,816

0.0% of portfolio$3.6M

Candriam S.C.A.51,675

0.0% of portfolio$3.6M

Sanders Morris Harris LLC47,078

0.5% of portfolio$3.5M

Motley Fool Asset Management LLC44,979

0.1% of portfolio$3.1M

Truist Financial Corp43,982

0.0% of portfolio$3.1M

Udine Wealth Management, Inc.42,927

1.2% of portfolio$3.0M

Oppenheimer & Co Inc42,790

0.0% of portfolio$3.0M

Huntleigh Advisors, Inc.42,481

0.4% of portfolio$3.0M

Gulf International Bank (UK) Ltd41,110

0.0% of portfolio$2.9K

Concurrent Investment Advisors, LLC40,248

0.0% of portfolio$2.8M

Nisa Investment Advisors, LLC39,733

0.0% of portfolio$2.8M

Amalgamated Bank39,499

0.0% of portfolio$2.8K

Midwest Trust Co38,339

0.0% of portfolio$2.7M

Profund Advisors LLC38,148

0.1% of portfolio$2.7M

Louisiana State Employees Retirement System37,700

0.0% of portfolio$2.6M

Bokf, NA36,238

0.0% of portfolio$2.5M

William John Sempolinski33,075

0.9% of portfolio$2.3M

D.A. Davidson & Co.32,981

0.0% of portfolio$2.3M

180 Wealth Advisors, LLC32,055

0.2% of portfolio$2.2M

Tempo Wealth, LLC31,969

0.3% of portfolio$2.2M

Schear Investment Advisers, LLC31,969

0.3% of portfolio$2.2M

Park Avenue Securities LLC31,469

0.0% of portfolio$2.2K

Kestra Private Wealth Services, LLC31,041

0.0% of portfolio$2.2M

Robeco Institutional Asset Management B.V.30,828

0.0% of portfolio$2.1M

Leonteq Securities AG28,637

0.1% of portfolio$2.0M

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna28,252

0.7% of portfolio$2.0M

Themes Management Co LLC28,125

1.3% of portfolio$2.0M

Achmea Investment Management B.V.27,718

0.0% of portfolio$1.9M

Tempus Wealth Planning, LLC26,402

0.4% of portfolio$1.8M

Verus Capital Partners, LLC25,596

0.1% of portfolio$1.8M

Venture Visionary Partners LLC25,398

0.0% of portfolio$1.8M

Prospera Financial Services Inc25,363

0.0% of portfolio$1.4M

McAdam, LLC24,920

0.1% of portfolio$1.7M

Praxis Investment Management Inc24,235

0.0% of portfolio$1.7K

Bouvel Investment Partners, LLC24,145

0.4% of portfolio$1.7M

Ag2r LA Mondiale Gestion D'actifs24,002

0.1% of portfolio$1.7M

Choreo, LLC23,946

0.0% of portfolio$1.7M

Atria Investments, Inc23,497

0.0% of portfolio$1.6M

Wolverine Asset Management LLC23,052

0.0% of portfolio$1.6M

Tokio Marine Asset Management Co LTD22,632

0.0% of portfolio$1.6M

StoneX Group Inc.22,334

0.1% of portfolio$1.5M

Connective Portfolio Management, LLC21,915

2.3% of portfolio$1.5M

Assenagon Asset Management S.A.21,831

0.0% of portfolio$1.5M

Eddie Patel Inc21,495

0.9% of portfolio$1.5M

Amplius Wealth Advisors, LLC21,455

0.1% of portfolio$1.5M

San Luis Wealth Advisors LLC21,216

0.2% of portfolio$1.5M

Global X Japan Co., Ltd.21,190

0.1% of portfolio$1.5M

HUB Investment Partners, LLC20,977

0.0% of portfolio$1.5M

Cherry Creek Investment Advisors, Inc.20,778

0.6% of portfolio$1.4M

Rakuten Securities, Inc.20,508

0.4% of portfolio$1.4M

Raiffeisen Bank International AG20,346

0.0% of portfolio$1.4M

China Universal Asset Management Co., Ltd.20,167

0.1% of portfolio$1.4M

UniSuper Management Pty Ltd19,740

0.0% of portfolio$1.4M

BI Asset Management Fondsmaeglerselskab A/S19,557

0.0% of portfolio$1.4K

Strengthening Families & Communities, LLC17,976

0.3% of portfolio$1.3M

Roman Butler Fullerton & Co17,414

0.2% of portfolio$894.4K

Sara-Bay Financial17,380

0.3% of portfolio$1.2M

KPP Advisory Services LLC17,369

0.2% of portfolio$1.2M

Maia Wealth LLC16,916

0.2% of portfolio$1.2M

AlphaCore Capital LLC16,884

0.0% of portfolio$1.2M

North Dakota State Investment Board16,662

0.0% of portfolio$1.2M

Strategic Blueprint, LLC16,572

0.1% of portfolio$1.2M

PensionDanmark Pensionsforsikringsaktieselskab15,790

0.0% of portfolio$1.1M

Valeo Financial Advisors, LLC15,345

0.0% of portfolio$1.1M

Partners Wealth Management, LLC15,208

0.1% of portfolio$1.1M

New York Life Investment Management LLC15,110

0.0% of portfolio$1.1M

Apollon Wealth Management, LLC15,109

0.0% of portfolio$1.1M

Wespac Advisors SoCal, LLC14,981

0.2% of portfolio$1.0M

Capital Advisors Wealth Management, LLC14,756

0.1% of portfolio$1.0M

Ashton Thomas Private Wealth, LLC14,748

0.0% of portfolio$1.0M

Dale Q Rice Investment Management Ltd14,644

0.6% of portfolio$1.0M

Legacy Bridge, LLC14,408

0.3% of portfolio$1.0M

Curbstone Financial Management Corp14,300

0.2% of portfolio$996.4K

Independent Financial Group, LLC14,053

0.0% of portfolio$979.2K

B. Metzler seel. Sohn & Co. AG13,996

0.0% of portfolio$975.2K

SLT Holdings LLC13,995

0.6% of portfolio$975.2K

Cache Advisors, LLC13,583

0.1% of portfolio$946.5K

Cannon Advisors, Inc.13,523

0.5% of portfolio$868.4K

Brookstone Capital Management13,271

0.0% of portfolio$924.7K

B. Riley Wealth Advisors, Inc.13,119

0.0% of portfolio$914.1K

Aries Wealth Management13,076

0.2% of portfolio$911.1K

Vise Technologies, Inc.12,908

0.0% of portfolio$899.4K

Brighton Jones LLC12,658

0.0% of portfolio$882.0K

Baxter Bros Inc12,301

0.1% of portfolio$857.1K

Integrity Advisory Solutions, LLC12,212

0.1% of portfolio$851.0K

Titleist Asset Management, LLC12,045

0.1% of portfolio$839.3K

Capital Investment Advisory Services, LLC12,038

0.1% of portfolio$838.8K

MGO One Seven LLC11,808

0.0% of portfolio$822.8K

Axxcess Wealth Management, LLC11,729

0.0% of portfolio$811.0K

Genesee Capital Advisors, LLC11,711

0.3% of portfolio$816.0K

Schneider Downs Wealth Management Advisors, LP11,648

0.1% of portfolio$811.6K

HB Wealth Management, LLC11,274

0.0% of portfolio$785.6K

IPG Investment Advisors LLC11,105

0.1% of portfolio$773.8K

NLB Skladi, upravljanje premozenja, d.o.o.11,064

0.0% of portfolio$770.9K

Guardian Partners Inc.11,000

0.1% of portfolio$766.5K

Fulton Bank, N.A.10,870

0.0% of portfolio$757.4K

Nfsg Corp10,841

0.1% of portfolio$755.4K

Global Financial Private Client, LLC10,772

0.2% of portfolio$750.6K

Zega Investments, LLC10,500

0.1% of portfolio$731.6K

Corecam Pte. Ltd.10,475

0.3% of portfolio$729.9K

Strs Ohio10,235

0.0% of portfolio$713.2K

Capital Investment Counsel, Inc10,180

0.1% of portfolio$709.3K

Y.D. More Investments Ltd9,800

0.0% of portfolio$682.9K

Accel Wealth Management9,628

0.1% of portfolio$670.9K

Sterling Capital Management LLC9,561

0.0% of portfolio$666.2K

Krilogy Financial LLC9,468

0.0% of portfolio$622.2K

International Assets Investment Management, LLC9,422

0.0% of portfolio$663.9K

Eagle Strategies LLC9,404

0.1% of portfolio$655.3K

Wealthcare Advisory Partners LLC9,200

0.0% of portfolio$641.1K

Traynor Capital Management, Inc.9,192

0.0% of portfolio$640.5K

Encompass Wealth Advisors, LLC9,158

0.1% of portfolio$638.2K

Aaron Wealth Advisors LLC9,094

0.0% of portfolio$633.7K

Signaturefd, LLC8,938

0.0% of portfolio$622.8K

Sage Capital Management, LLC8,816

0.2% of portfolio$614.3K

Kingswood Wealth Advisors, LLC8,682

0.0% of portfolio$605.0K

Flagship Harbor Advisors, LLC8,615

0.0% of portfolio$600.3K

Evergreen Capital Management LLC8,487

0.0% of portfolio$591.4K

Wedbush Securities Inc8,470

0.0% of portfolio$590

Woodley Farra Manion Portfolio Management Inc8,450

0.0% of portfolio$588.8K

Dynamic Advisor Solutions LLC8,412

0.0% of portfolio$586.1K

Commonwealth Financial Services, LLC8,371

0.1% of portfolio$583.3K

Diversify Wealth Management, LLC8,241

0.0% of portfolio$455.3K

Diversify Advisory Services, LLC8,241

0.0% of portfolio$455.3K

Total Clarity Wealth Management, Inc.8,183

0.1% of portfolio$570.2K

Legacy Financial Independent Advisors LLC7,892

0.3% of portfolio$549.9K

Ascent Wealth Partners, LLC7,855

0.1% of portfolio$547.3K

HBW Advisory Services LLC7,816

0.1% of portfolio$544.7K

Meridian Wealth Management, LLC7,739

0.0% of portfolio$539.2K

Badgley Phelps Wealth Managers, LLC7,631

0.0% of portfolio$531.7K

Parisi Gray Wealth Management7,382

0.1% of portfolio$514.4K

TD Waterhouse Canada Inc.7,362

0.0% of portfolio$518.9K

Yousif Capital Management, LLC7,357

0.0% of portfolio$512.6K

TFB Advisors LLC7,331

0.2% of portfolio$510.8K

Secure Asset Management, LLC7,308

0.1% of portfolio$509.2K

Accurate Wealth Management, LLC7,088

0.0% of portfolio$455.2K

Swmg, LLC6,825

0.1% of portfolio$349.6K

Emergent Wealth Advisors, LLC6,817

0.2% of portfolio$475.0K

Generali Asset Management SPA SGR6,787

0.0% of portfolio$472.9K

Alps Advisors Inc6,755

0.0% of portfolio$470.7K

Gateway Investment Advisers LLC6,685

0.0% of portfolio$465.8K

Tactive Advisors, LLC6,592

0.1% of portfolio$459.4K

Bosman Wealth Management, LLC6,574

0.3% of portfolio$458.1K

Certuity, LLC6,570

0.0% of portfolio$457.8K

SteelPeak Wealth, LLC6,511

0.0% of portfolio$453.7K

First Citizens Bank & Trust Co6,509

0.0% of portfolio$453.5K

Abel Hall, LLC6,451

0.1% of portfolio$449.5K

WJ Wealth Management, LLC6,440

0.2% of portfolio$448.7K

C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors6,401

0.0% of portfolio$446.0K

Teamwork Financial Advisors, LLC6,238

0.0% of portfolio$434.7K

Cornerstone Enterprises, LLC6,122

0.2% of portfolio$426.6K

Formuepleje A/S6,097

0.0% of portfolio$424.8K

Elite Wealth Management, Inc.6,077

0.1% of portfolio$423.4K

Mesirow Financial Investment Management, Inc.6,019

0.0% of portfolio$419.4K

Larson Financial Group LLC5,998

0.0% of portfolio$418.0K

Hunter Associates Investment Management LLC5,970

0.0% of portfolio$417

Perigon Wealth Management, LLC5,956

0.0% of portfolio$415.0K

Thrive Wealth Management, LLC5,919

0.1% of portfolio$412.4K

West Wealth Group, LLC5,813

0.1% of portfolio$405.1K

Truefg, LLC5,799

0.1% of portfolio$404.1K

Mutual of America Capital Management LLC5,792

0.0% of portfolio$403.6K

Tuttle Capital Management, LLC5,782

0.2% of portfolio$402.9K

CoreCap Advisors, LLC5,717

0.0% of portfolio$398.4K

Integrity Alliance, Llc.5,708

0.0% of portfolio$397.7K

Howard Capital Management, LLC5,691

0.0% of portfolio$396.5K

Mission Financial Group, LLC5,612

0.3% of portfolio$391.1K

Financial Management Network Inc5,610

0.1% of portfolio$414.7K

CPR Investments Inc.5,605

0.3% of portfolio$390.6K

Focus Financial Network, Inc.5,598

0.0% of portfolio$390.1K

Quadcap Wealth Management, LLC5,568

0.0% of portfolio$388.0K

Churchill Financial Advisors, LLC5,532

0.1% of portfolio$385.5K

Ascentis Wealth Management, LLC5,354

0.1% of portfolio$373.1K

Braeburn Wealth Management LLC5,307

0.2% of portfolio$369.8K

Csenge Advisory Group5,208

0.0% of portfolio$362.9K

Legacy Capital Wealth Partners, LLC5,191

0.1% of portfolio$361.7K

J. Derek Lewis & Associates Inc.5,160

0.1% of portfolio$359.5K

Fagan Associates, Inc.5,155

0.0% of portfolio$359.2K

Parallel Advisors, LLC5,044

0.0% of portfolio$351.5K

Cigna Investments Inc5,007

0.0% of portfolio$349

Philadelphia Trust Co5,000

0.0% of portfolio$348

Busey Bank5,000

0.0% of portfolio$348.4K

Wealth Intelligence, LLC4,971

0.2% of portfolio$346.4K

Ipswich Investment Management Co., Inc.4,970

0.1% of portfolio$346.3K

Fideuram Asset Management (Ireland) dac4,920

0.0% of portfolio$340.5K

Elevation Point Wealth Partners, LLC4,915

0.0% of portfolio$342.5K

Principle Wealth Partners LLC4,837

0.0% of portfolio$337.0K

Sigma Planning Corp4,825

0.0% of portfolio$336.2K

VestGen Advisors, LLC4,691

0.0% of portfolio$326.9K

Sagespring Wealth Partners, LLC4,646

0.0% of portfolio$323.7K

Wedmont Private Capital4,644

0.0% of portfolio$317.7K

Lodestone Wealth Management LLC4,627

0.1% of portfolio$322.4K

Fiduciary Financial Group, LLC4,534

0.0% of portfolio$315.9K

Cassaday & Co Wealth Management LLC4,517

0.0% of portfolio$314.7K

Everhart Financial Group, Inc.4,510

0.0% of portfolio$314.3K

True Blue Financial, LLC4,500

0.1% of portfolio$313.6K

Mission Wealth Management, LP4,484

0.0% of portfolio$312.4K

Torrey Growth & Income Advisors4,457

0.1% of portfolio$324.7K

Gamma Investing LLC4,430

0.0% of portfolio$308.7K

Bank Julius Baer & Co. Ltd, Zurich4,375

0.0% of portfolio$304.9K

TigerOak Management, L.L.C.4,273

0.1% of portfolio$297.7K

Lake Street Private Wealth, LLC4,208

0.0% of portfolio$293.2K

Vilga Financial Planning LLC4,200

0.2% of portfolio$292.7K

AGP Franklin, LLC4,196

0.1% of portfolio$292.4K

Indivisible Partners4,147

0.0% of portfolio$289.0K

Koshinski Asset Management, Inc.4,119

0.0% of portfolio$287.0K

Toth Financial Advisory Corp4,080

0.0% of portfolio$284.3K

OAK Ridge Investments LLC4,075

0.0% of portfolio$283.9K

Modera Wealth Management, LLC4,033

0.0% of portfolio$281.0K

Marin Bay Wealth Advisors, LLC4,020

0.1% of portfolio$280.1K

Gables Capital Management Inc.3,970

0.1% of portfolio$276.6K

Parcion Private Wealth LLC3,958

0.0% of portfolio$275.8K

Allspring Global Investments Holdings, LLC3,954

0.0% of portfolio$278.6K

Clear Creek Financial Management, LLC3,948

0.0% of portfolio$275.1K

Plato Investment Management Ltd3,922

0.0% of portfolio$274.3K

Soltis Investment Advisors LLC3,867

0.0% of portfolio$269.4K

Fifth Third Wealth Advisors LLC3,857

0.0% of portfolio$268.8K

Lebenthal Global Advisors, LLC3,804

0.0% of portfolio$265.1K

Lazari Capital Management, Inc.3,786

0.1% of portfolio$263.8K

Ballew Advisors, Inc3,763

0.1% of portfolio$278.2K

Mayfair Advisory Group, LLC3,705

0.1% of portfolio$258.2K

State of Wyoming3,701

0.0% of portfolio$257.9K

Oak Grove Capital LLC3,600

0.0% of portfolio$250.8K

Norden Group LLC3,569

0.0% of portfolio$248.7K

Citizens Financial Group Inc3,547

0.0% of portfolio$247.2K

Abacus Wealth Partners, LLC3,539

0.0% of portfolio$246.6K

LeConte Wealth Management, LLC3,527

0.1% of portfolio$245.8K

Aware Super Pty Ltd as trustee of Aware Super3,526

0.0% of portfolio$245.7K

Woodward Diversified Capital, LLC3,520

0.1% of portfolio$245.3K

Tenet Wealth Partners, LLC3,500

0.2% of portfolio$243.9K

Aprio Wealth Management, LLC3,486

0.0% of portfolio$242.9K

MinichMacGregor Wealth Management, LLC3,482

0.0% of portfolio$241.6K

Washington Trust Co3,400

0.0% of portfolio$236.9K

Burns J W & Co Inc3,378

0.0% of portfolio$235.4K

GC Wealth Management RIA, LLC3,377

0.0% of portfolio$235.3K

Ring Mountain Capital, LLC3,376

0.1% of portfolio$235.2K

Integrated Advisors Network LLC3,358

0.0% of portfolio$234.0K

Redhawk Wealth Advisors, Inc.3,342

0.0% of portfolio$232.8K

IFP Advisors, Inc3,316

0.0% of portfolio$231.1K

Balefire, LLC3,301

0.0% of portfolio$230.0K

Ascentis Independent Advisors3,298

0.0% of portfolio$229.8K

Cadent Capital Advisors, LLC3,265

0.0% of portfolio$227.5K

Gibbs Wealth Management3,244

0.0% of portfolio$226.0K

Laurel OAK Wealth Management, LLC3,225

0.0% of portfolio$224.7K

Visionary Wealth Advisors3,211

0.0% of portfolio$223.7K

National Wealth Management Group, LLC3,189

0.1% of portfolio$222.2K

Ullmann Wealth Partners Group, LLC3,185

0.0% of portfolio$221.9K

Marathon Mission, Inc.3,177

0.1% of portfolio$221.4K

71 West Capital Partners3,154

0.0% of portfolio$219.8K

Colonial River Investments, LLC3,138

0.1% of portfolio$218.7K

Eastern Bank3,102

0.0% of portfolio$216.1K

Decision Investments, Inc3,074

0.2% of portfolio$214.2K

Crumly & Associates Inc.3,002

0.0% of portfolio$209.2K

Austin Asset Management Co Inc3,000

0.0% of portfolio$209.0K

MSH Capital Advisors LLC2,986

0.0% of portfolio$209.0K

Creative Financial Designs Inc2,956

0.0% of portfolio$206.0K

Capital Investment Advisors, LLC2,924

0.0% of portfolio$203.8K

PDS Planning, Inc2,919

0.0% of portfolio$203.4K

Verdence Capital Advisors LLC2,912

0.0% of portfolio$202.9K

LexAurum Advisors, LLC2,910

0.0% of portfolio$202.8K

Chicago Trust Co NA2,900

0.0% of portfolio$202.1K

River Street Advisors LLC2,700

0.1% of portfolio$188.1K

Community Financial Services Group, LLC2,675

0.0% of portfolio$188.5K

EverSource Wealth Advisors, LLC2,642

0.0% of portfolio$184.1K

Golden State Wealth Management, LLC2,400

0.0% of portfolio$167.2K

Compass Financial Management LLC2,374

0.0% of portfolio$165.4K

V-Square Quantitative Management LLC2,327

0.0% of portfolio$162.1K

Madden Securities Corp2,250

0.0% of portfolio$156.8K

CX Institutional2,133

0.0% of portfolio$149

Versant Capital Management, Inc1,988

0.0% of portfolio$138.5K

Livforsakringsbolaget Skandia, Omsesidigt1,900

0.0% of portfolio$132.4K

Murphy & Mullick Capital Management Corp1,895

0.1% of portfolio$132.0K

First Horizon Corp1,843

0.0% of portfolio$128.4K

TD Private Client Wealth LLC1,723

0.0% of portfolio$120.1K

Mcdonald Partners LLC1,650

0.0% of portfolio$115.0K

MassMutual Private Wealth & Trust, FSB1,478

0.0% of portfolio$103.0K

Root Financial Partners, LLC1,367

0.0% of portfolio$95.3K

Pinnacle Wealth Planning Services, Inc.1,319

0.0% of portfolio$91.9K

CKW Financial Group1,253

0.0% of portfolio$88

Wilmington Savings Fund Society, FSB1,227

0.0% of portfolio$85.5K

CFG Wealth Management Services, Inc.1,150

0.1% of portfolio$81.0K

Mosley Wealth Management1,104

0.0% of portfolio$61.0K

Yankcom Partnership1,052

0.0% of portfolio$73.3K

Activest Wealth Management1,021

0.0% of portfolio$71.1K

William Mack & Associates, Inc.1,015

0.0% of portfolio$70.7K

Rachor Investment Advisory Services, LLC1,000

0.0% of portfolio$69.7K

Triumph Capital Management925

0.0% of portfolio$64.5K

Thurston, Springer, Miller, Herd & Titak, Inc.896

0.1% of portfolio$62.4K

Grove Bank & Trust896

0.0% of portfolio$62.4K

Avion Wealth891

0.0% of portfolio$62

SJS Investment Consulting Inc.887

0.0% of portfolio$61.8K

Harbor Investment Advisory, LLC872

0.0% of portfolio$60.8K

University of Texas S AM Investment Management Co872

0.0% of portfolio$60.8K

Ares Financial Consulting, LLC839

0.0% of portfolio$58.5K

Parkside Financial Bank & Trust829

0.0% of portfolio$57.8K

TFC Financial Management, Inc.807

0.0% of portfolio$56.3K

Signature Equity Partners, LLC807

0.0% of portfolio$56.2K

Bank of New Hampshire797

0.0% of portfolio$55.5K

Signature Resources Capital Management, LLC757

0.0% of portfolio$52.7K

Summit Securities Group LLC747

0.0% of portfolio$52.1K

Elyxium Wealth, LLC743

0.0% of portfolio$51.8K

Financial Consulate, Inc739

0.0% of portfolio$51.5K

Costello Asset Management, Inc710

0.0% of portfolio$49.5K

WPG Advisers, LLC702

0.0% of portfolio$48.9K

Vima LLC663

0.0% of portfolio$46.2K

Elevation Wealth Partners, LLC660

0.0% of portfolio$46.0K

Manchester Capital Management LLC647

0.0% of portfolio$45.1K

Compagnie Lombard Odier SCmA645

0.0% of portfolio$44.9K

DeDora Capital, Inc.615

0.0% of portfolio$42.9K

Byrne Asset Management LLC600

0.0% of portfolio$42.3K

Trifecta Capital Advisors, LLC600

0.0% of portfolio$41.8K

Piscataqua Savings Bank550

0.0% of portfolio$38.3K

Asset Dedication, LLC541

0.0% of portfolio$37.7K

Planning Strategies Inc.522

0.0% of portfolio$36.4K

Hara Capital LLC520

0.0% of portfolio$36.2K

Cullen T Bankers, Inc.512

0.0% of portfolio$35.7K

Chapman Financial Group, LLC496

0.0% of portfolio$34.6K

GK Wealth Management LLC495

0.0% of portfolio$34.5K

Heritage Family Offices, LLP493

0.0% of portfolio$34.4K

Mather Group, Llc.483

0.0% of portfolio$33.7K

Highline Wealth Partners LLC426

0.0% of portfolio$29.7K

DecisionPoint Financial, LLC394

0.0% of portfolio$27.8K

Beacon Investment Advisory Services, Inc.386

0.0% of portfolio$26.9K

Hilton Head Capital Partners, LLC369

0.0% of portfolio$25.7K

North Point Portfolio Managers Corp350

0.0% of portfolio$24.4K

GHP Investment Advisors, Inc.342

0.0% of portfolio$23.8K

Strategic Advocates LLC326

0.1% of portfolio$22.7K

Physician Wealth Advisors, Inc.323

0.0% of portfolio$22.5K

Harbor Capital Advisors, Inc.321

0.0% of portfolio$22

Silver Grove Financial Group, Inc.319

0.0% of portfolio$22.2K

Adirondack Trust Co298

0.0% of portfolio$20.8K

Gen-Wealth Partners Inc295

0.0% of portfolio$20.6K

Cape Investment Advisory, Inc.283

0.0% of portfolio$19.7K

Fulcrum Asset Management LLP278

0.0% of portfolio$19.4K

Rossby Financial, LCC275

0.0% of portfolio$19.2K

Main Street Group, LTD275

0.0% of portfolio$19.2K

Markowski Investments240

0.0% of portfolio$16.7K

Security National Bank238

0.0% of portfolio$16.6K

Private Trust Co NA229

0.0% of portfolio$16.0K

Owl Creek Wealth Partners LLC220

0.0% of portfolio$15.3K

SRH Advisors, LLC210

0.0% of portfolio$14.6K

JFS Wealth Advisors, LLC203

0.0% of portfolio$14.1K

Westside Investment Management, Inc.200

0.0% of portfolio$13.9K

Marshall & Sterling Wealth Advisors Inc.200

0.0% of portfolio$13.9K

Kozak & Associates, Inc.200

0.0% of portfolio$11.7K

Latitude Advisors, LLC200

0.0% of portfolio$13.9K

Catalyst Capital Advisors LLC197

0.0% of portfolio$13.7K

Pension & Wealth Management Advisors, Inc.196

0.0% of portfolio$13.7K

Fortitude Family Office, LLC192

0.0% of portfolio$13.4K

Hughes Financial Services, LLC192

0.0% of portfolio$11.3K

Cromwell Holdings LLC179

0.0% of portfolio$12.5K

Evolution Wealth Management Inc.175

0.0% of portfolio$12.2K

Salomon & Ludwin, LLC168

0.0% of portfolio$11.7K

Capital Advisors, Ltd. LLC167

0.0% of portfolio$12

Armstrong Advisory Group, Inc163

0.0% of portfolio$11.4K

Lanark Financial, Inc.161

0.0% of portfolio$11.2K

Caitong International Asset Management Co., Ltd156

0.0% of portfolio$10.9K

Brown, Lisle Ings, Inc.150

0.0% of portfolio$10.5K

Noble Wealth Management PBC150

0.0% of portfolio$10.5K

Blue Trust, Inc.149

0.0% of portfolio$10.3K

Hazlett, Burt & Watson, Inc.147

0.0% of portfolio$10

Washington Trust Advisors, Inc.145

0.0% of portfolio$10.1K

Atlantic Edge Private Wealth Management, LLC145

0.0% of portfolio$10.1K

James T. Borello RIA141

0.0% of portfolio$9.8K

Trust Co of Vermont140

0.0% of portfolio$9.8K

Archer Investment Corp134

0.0% of portfolio$9.3K

True Wealth Design, LLC133

0.0% of portfolio$9.3K

Covestor Ltd131

0.0% of portfolio$9

Aspect Partners, LLC120

0.0% of portfolio$8.4K

Sfam, LLC118

0.0% of portfolio$8.2K

Valley National Advisers Inc116

0.0% of portfolio$8.1K

Essential Partners LLC116

0.0% of portfolio$8.1K

Concord Wealth Partners116

0.0% of portfolio$8.1K

Tsfg, LLC115

0.0% of portfolio$8

Pathway Financial Advisers, LLC114

0.0% of portfolio$8.0K

Prudent Man Investment Management, Inc.108

0.0% of portfolio$7.5K

Bell Investment Advisors, Inc107

0.0% of portfolio$7.5K

Advocate Investing Services LLC105

0.0% of portfolio$7.3K

Tradewinds Capital Management, LLC105

0.0% of portfolio$7.3K

City State Bank103

0.0% of portfolio$7.2K

Rydar Equities, Inc.100

0.0% of portfolio$7.2K

Aventus Investment Advisors, Inc.100

0.0% of portfolio$7.0K

Wolff Wiese Magana LLC100

0.0% of portfolio$7.0K

Trust Co of Toledo NA100

0.0% of portfolio$7.0K

Sunrise Financial Services, LLC100

0.0% of portfolio$7.0K

Bangor Savings Bank100

0.0% of portfolio$7.0K

Hager Investment Management Services, LLC100

0.0% of portfolio$7.0K

Roxbury Financial LLC100

0.0% of portfolio$7.0K

Bank & Trust Co100

0.0% of portfolio$7.0K

Private Wealth Management Group, LLC98

0.0% of portfolio$6.8K

Mowery & Schoenfeld Wealth Management, LLC98

0.0% of portfolio$6.8K

Key Capital Management, Inc81

0.0% of portfolio$5.6K

UMB Private Wealth Management, LLC80

0.0% of portfolio$5.6K

Provenance Wealth Advisors, LLC80

0.0% of portfolio$5.6K

Investment Research & Advisory Group, Inc.77

0.0% of portfolio$7.6K

Friedenthal Financial75

0.0% of portfolio$5.2K

Putney Financial Group LLC75

0.0% of portfolio$5.2K

Retirement Wealth Solutions LLC74

0.0% of portfolio$5.2K

Wealth Analytics Partners, LLC72

0.0% of portfolio$5.0K

Elevated Capital Advisors, LLC70

0.0% of portfolio$4.9K

Kennebec Savings Bank70

0.0% of portfolio$4.9K

MV Capital Management, Inc.68

0.0% of portfolio$4.7K

Tower Trust & Investment Co64

0.0% of portfolio$4.5K

Cedar Mountain Advisors, LLC60

0.0% of portfolio$4.2K

High Note Wealth, LLC58

0.0% of portfolio$4.0K

American Capital Advisory, LLC58

0.0% of portfolio$4.0K

Hurley Capital, LLC57

0.0% of portfolio$4.0K

Creative Capital Management Investments LLC56

0.0% of portfolio$3.9K

Wilkerson Advisory Group LLC55

0.0% of portfolio$3.8K

Keystone Financial Group, Inc.54

0.0% of portfolio$3.8K

Canton Hathaway, LLC50

0.0% of portfolio$3.5K

Abound Wealth Management50

0.0% of portfolio$3.5K

Nova Financial LLC47

0.0% of portfolio$3.3K

Bradley & Co. Private Wealth Management, LLC45

0.0% of portfolio$3.1K

Southern Michigan Bank & Trust42

0.0% of portfolio$2.9K

Horizon Financial Services, LLC42

0.0% of portfolio$2.9K

Center for Financial Planning, Inc.40

0.0% of portfolio$2.8K

West Paces Advisors Inc.38

0.0% of portfolio$2.6K

Financial Management Professionals, Inc.35

0.0% of portfolio$2.4K

Whipplewood Advisors, LLC35

0.0% of portfolio$2.4K

Balance Wealth Partners LLC30

0.0% of portfolio$2.1K

Chilton Capital Management LLC30

0.0% of portfolio$2.1K

Bay Harbor Wealth Management, LLC30

0.0% of portfolio$2.1K

Burk Holdings LLC30

0.0% of portfolio$2.1K

Meriwether Wealth & Planning, LLC28

0.0% of portfolio$2.0K

Clark Wealth Partners27

0.0% of portfolio$1.9K

City Holding Co23

0.0% of portfolio$1.6K

FNY Investment Advisers, LLC20

0.0% of portfolio$1

Trust Co20

0.0% of portfolio$1.4K

Davis Capital Management19

0.0% of portfolio$1.3K

Global Trust Asset Management, LLC18

0.0% of portfolio$1.3K

DiNuzzo Private Wealth, Inc.18

0.0% of portfolio$1.3K

Redwood Park Advisors LLC15

0.0% of portfolio$1.0K

Entrust Financial LLC15

0.0% of portfolio$1.0K

POM Investment Strategies, LLC15

0.0% of portfolio$1.0K

North Star Investment Management Corp.14

0.0% of portfolio$976

Birchwood Financial Partners, Inc.12

0.0% of portfolio$836

Investors Research Corp10

0.0% of portfolio$697

Maseco LLP10

0.0% of portfolio$697

Essential Investment Partners LLC10

0.0% of portfolio$697

Moisand Fitzgerald Tamayo, LLC10

0.0% of portfolio$697

Breakwater Investment Management9

0.0% of portfolio$628

Quaker Wealth Management, LLC8

0.0% of portfolio$558

Birch Financial Group, LLC8

0.0% of portfolio$551

Bare Financial Services, Inc8

0.0% of portfolio$557

Align Financial, LLC7

0.0% of portfolio$488

Downshift Financial, LLC6

0.0% of portfolio$418

IMG Wealth Management, Inc.5

0.0% of portfolio$348

Mechanics Financial Corp4

0.0% of portfolio$279

Advantage Trust Co3

0.0% of portfolio$209

Plante Moran Financial Advisors, LLC3

0.0% of portfolio$209

Farmers & Merchants Investments Inc3

0.0% of portfolio$209

Gilpin Wealth Management, LLC2

0.0% of portfolio$140

Maryland Capital Advisors Inc.1

0.0% of portfolio$70

				Style	Turnover	Location	Filed
Sumitomo Mitsui Trust Group, Inc.	2,235,469	$155.8M	0.1%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Mirae Asset Global Investments Co., Ltd.	1,734,444	$120.9M	0.2%	Growth	Low	Seoul, Malaysia	2026-11-03
Tema Etfs LLC	1,697,886	$118.3M	4.4%	Growth	Medium	New York, NY	2026-10-16
Swedbank AB	1,534,155	$106.9M	0.1%	Growth	Low	Stockholm, Sweden	2026-10-27
Zevenbergen Capital Investments LLC	1,212,160	$84.5M	1.9%	Agg Growth	Medium	Edmonds, WA	2026-10-08
Dimensional Fund Advisors LP	1,003,914	$70.0M	0.0%	Index	Low	Austin, TX	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	909,197	$63.4M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Citigroup Inc	868,069	$60.5M	0.0%	Core	Medium	New York, NY	2026-11-04
Once Capital Management, LLC	697,000	$48.6M	6.2%	Agg Growth	Low	New York, NY	2026-11-02
ProShare Advisors LLC	578,195	$40.3M	0.1%	Growth	Low	Bethesda, MD	2026-10-29
Neos Investment Management LLC	390,685	$27.2M	0.1%	Index	Very Low	Westport, CT	2026-11-04
TB Alternative Assets Ltd.	320,703	$22.3M	4.6%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-16
Creative Planning	275,282	$19.2M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Asset Management One Co., Ltd.	228,512	$15.9M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Cambridge Investment Research Advisors, Inc.	199,138	$13.9K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
United Capital Management of KS, Inc.	197,620	$13.8M	1.8%	Growth	Medium	Salina, KS	2026-11-04
Pictet Asset Management Holding SA	196,508	$13.7M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
J. Safra Sarasin Holding AG	193,688	$13.5M	0.2%	Core	Medium	Basel, Switzerland	2026-10-26
McGuire Investment Group, LLC	192,878	$13.4M	1.2%	Agg Growth	Low	Wakefield, RI	2026-10-23
Vontobel Holding Ltd.	187,212	$13.0M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
SBI Securities Co., Ltd.	175,862	$12.3M	0.3%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
State of New Jersey Common Pension Fund D	173,559	$12.1M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Fjarde Ap-Fonden TH Swedish National Pension Fund	161,573	$11.3M	0.1%	Growth	Low	Stockholm, Sweden	2026-10-15
Kestra Advisory Services, LLC	153,951	$10.7M	0.0%	Core	Low	Austin, TX	2026-11-02
Prime Capital Investment Advisors, LLC	153,530	$10.7M	0.1%	ETF	Low	Overland Park, KS	2026-10-20
Wealth Enhancement Advisory Services, LLC	153,409	$10.5M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Mn Services Vermogensbeheer B.V.	151,600	$10.6K	0.0%	Core	Very Low	The Hague, Philippines	2026-10-08
Assetmark, Inc	150,050	$10.5M	0.0%	ETF	Low	Concord, CA	2026-10-21
Arizona State Retirement System	147,035	$10.2M	0.1%	Index	Very Low	Phoenix, AZ	2026-11-03
OpenArc Corporate Advisory, LLC	145,345	$10.1M	0.1%	Growth	Low	Atlanta, GA	2026-10-21
Signature Estate & Investment Advisors LLC	143,340	$10.0M	0.2%	ETF	Medium	Los Angeles, CA	2026-10-13
Parnassus Investments, LLC	136,818	$9.5M	0.0%	Growth	Medium	San Francisco, CA	2026-10-22
Commonwealth Equity Services, LLC	134,650	$9.4M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Perpetual Ltd	130,803	$9.1M	0.1%	Value	Medium	Sydney, New South Wales, China	2026-10-13
CIBC Asset Management Inc	128,871	$9.0M	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Xponance LLC	127,641	$8.9M	0.1%	Index	Very Low	Philadelphia, PA	2026-11-03
Daiwa Securities Group Inc.	123,873	$8.6M	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
IFM Investors Pty Ltd	123,154	$8.6M	0.1%	Index	Very Low	Melbourne, China	2026-10-14
GF Fund Management Co. Ltd.	122,868	$8.6M	0.1%	Agg Growth	Medium	Guangzhou, France	2026-10-26
SEB Asset Management AB	111,812	$7.8M	0.0%	Core	N/A	Stockholm, Sweden	2026-11-04
Davenport & Co LLC	108,678	$7.6M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Ethic Inc.	103,795	$7.2M	0.1%	Core	Low	New York, NY	2026-11-03
Harel Insurance Investments & Financial Services Ltd.	97,987	$6.8K	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
Lido Advisors, LLC	96,874	$6.8M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Hennion & Walsh Asset Management, Inc.	96,015	$6.7M	0.2%	Value	Medium	Parsippany, NJ	2026-10-13
Royal Fund Management, LLC	91,147	$6.4M	0.5%	Growth	Medium	Lady Lake, FL	2026-10-22
Swiss Life Asset Management Ltd	90,971	$6.3M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Rakuten Investment Management, Inc.	87,199	$6.1M	0.0%	ETF	Medium	Tokyo, Mexico	2026-10-30
Kornitzer Capital Management Inc	84,648	$5.9M	0.1%	Core	Low	Shawnee Mission, KS	2026-11-03
Spear Advisors LLC	82,743	$5.8M	2.5%	Agg Growth	High	East Hampton, NY	2026-10-27
OP Asset Management Ltd	80,295	$5.6M	0.0%	Growth	Medium	Helsinki, Hungary	2026-11-05
DekaBank Deutsche Girozentrale	70,508	$5.0K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
iA Global Asset Management Inc.	68,596	$4.8K	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Exchange Traded Concepts, LLC	68,024	$4.7M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Chicago Partners Investment Group LLC	63,138	$3.3M	0.1%	GARP	Low	Chicago, IL	2026-10-27
PKO Investment Management Joint-Stock Co	60,000	$4.2M	0.3%	Growth	Medium	Warsaw, Russia	2026-10-19
Sumitomo Mitsui DS Asset Management Company, Ltd	59,494	$4.1M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-20
Wealth Architects, LLC	57,529	$4.0M	0.3%	ETF	Very Low	Mountain View, CA	2026-11-03
KBC Group NV	57,180	$4.0K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
ASR Vermogensbeheer N.V.	56,406	$3.9M	0.0%	Core	Low	Utrecht, Philippines	2026-10-16
Farther Finance Advisors, LLC	55,172	$3.8M	0.0%	Index	Low	San Francisco, CA	2026-10-08
ABN Amro Investment Solutions	53,466	$3.7M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
MacKenzie Financial Corp	51,816	$3.6M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
Candriam S.C.A.	51,675	$3.6M	0.0%	Growth	Medium	Strassen, Netherlands	2026-11-03
Sanders Morris Harris LLC	47,078	$3.5M	0.5%	GARP	Low	Houston, TX	2026-10-14
Motley Fool Asset Management LLC	44,979	$3.1M	0.1%	Growth	Medium	Alexandria, VA	2026-10-27
Truist Financial Corp	43,982	$3.1M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Udine Wealth Management, Inc.	42,927	$3.0M	1.2%	Growth	Medium	Boca Raton, FL	2026-10-23
Oppenheimer & Co Inc	42,790	$3.0M	0.0%	Core	Low	New York, NY	2026-10-26
Huntleigh Advisors, Inc.	42,481	$3.0M	0.4%	Growth	Medium	St. Louis, MO	2026-11-03
Gulf International Bank (UK) Ltd	41,110	$2.9K	0.0%	Core	Very Low	London, United Kingdom	2026-10-20
Concurrent Investment Advisors, LLC	40,248	$2.8M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Nisa Investment Advisors, LLC	39,733	$2.8M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Amalgamated Bank	39,499	$2.8K	0.0%	Core	Very Low	New York, NY	2026-10-23
Midwest Trust Co	38,339	$2.7M	0.0%	Core	Low	Overland Park, KS	2026-10-22
Profund Advisors LLC	38,148	$2.7M	0.1%	Growth	Low	Bethesda, MD	2026-10-29
Louisiana State Employees Retirement System	37,700	$2.6M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Bokf, NA	36,238	$2.5M	0.0%	Core	Low	Tulsa, OK	2026-10-27
William John Sempolinski	33,075	$2.3M	0.9%	Momentum	Low	Easton, MA	2026-10-20
D.A. Davidson & Co.	32,981	$2.3M	0.0%	Core	Low	Great Falls, MT	2026-10-28
180 Wealth Advisors, LLC	32,055	$2.2M	0.2%	Core	Low	Federal Way, WA	2026-11-03
Tempo Wealth, LLC	31,969	$2.2M	0.3%	Agg Growth	Low	Independence, OH	2026-10-14
Schear Investment Advisers, LLC	31,969	$2.2M	0.3%	Agg Growth	Medium	Cincinnati, OH	2026-10-14
Park Avenue Securities LLC	31,469	$2.2K	0.0%	ETF	Medium	New York, NY	2026-10-26
Kestra Private Wealth Services, LLC	31,041	$2.2M	0.0%	Growth	Low	Austin, TX	2026-10-30
Robeco Institutional Asset Management B.V.	30,828	$2.1M	0.0%	Core	Medium	Rotterdam, Philippines	2026-10-20
Leonteq Securities AG	28,637	$2.0M	0.1%	Core	High	Zurich, Switzerland	2026-10-29
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	28,252	$2.0M	0.7%	Growth	Medium	Warsaw, Russia	2026-10-21
Themes Management Co LLC	28,125	$2.0M	1.3%	GARP	Medium	Greenwich, CT	2026-10-29
Achmea Investment Management B.V.	27,718	$1.9M	0.0%	Core	Medium	Zeist, Philippines	2026-10-30
Tempus Wealth Planning, LLC	26,402	$1.8M	0.4%	ETF	Medium	Irvine, CA	2026-10-14
Verus Capital Partners, LLC	25,596	$1.8M	0.1%	Growth	Low	Scottsdale, AZ	2026-11-03
Venture Visionary Partners LLC	25,398	$1.8M	0.0%	Core	Low	Sylvania, OH	2026-10-07
Prospera Financial Services Inc	25,363	$1.4M	0.0%	Core	Medium	Dallas, TX	2026-11-04
McAdam, LLC	24,920	$1.7M	0.1%	ETF	Low	Philadelphia, PA	2026-10-21
Praxis Investment Management Inc	24,235	$1.7K	0.0%	Core	Low	Goshen, IN	2026-11-03
Bouvel Investment Partners, LLC	24,145	$1.7M	0.4%	Agg Growth	Medium	Phoenixville, PA	2026-10-13
Ag2r LA Mondiale Gestion D'actifs	24,002	$1.7M	0.1%	Growth	Low	Paris, India	2026-10-26
Choreo, LLC	23,946	$1.7M	0.0%	Index	Low	Rockford, IL	2026-10-28
Atria Investments, Inc	23,497	$1.6M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Wolverine Asset Management LLC	23,052	$1.6M	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Tokio Marine Asset Management Co LTD	22,632	$1.6M	0.0%	Growth	Low	Tokyo, Mexico	2026-10-26
StoneX Group Inc.	22,334	$1.5M	0.1%	ETF	Medium	New York, NY	2026-11-03
Connective Portfolio Management, LLC	21,915	$1.5M	2.3%	Growth	High	New York, NY	2026-10-22
Assenagon Asset Management S.A.	21,831	$1.5M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Eddie Patel Inc	21,495	$1.5M	0.9%	GARP	Very High	Chicago, IL	2026-11-02
Amplius Wealth Advisors, LLC	21,455	$1.5M	0.1%	ETF	Low	Blue Bell, PA	2026-10-20
San Luis Wealth Advisors LLC	21,216	$1.5M	0.2%	Core	Medium	San Luis Obispo, CA	2026-10-27
Global X Japan Co., Ltd.	21,190	$1.5M	0.1%	Agg Growth	Medium	Chiyoda-Ku, Tokyo, Mexico	2026-10-21
HUB Investment Partners, LLC	20,977	$1.5M	0.0%	Growth	Low	Austin, TX	2026-11-03
Cherry Creek Investment Advisors, Inc.	20,778	$1.4M	0.6%	Growth	Low	Englewood, CO	2026-10-14
Rakuten Securities, Inc.	20,508	$1.4M	0.4%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Raiffeisen Bank International AG	20,346	$1.4M	0.0%	Growth	Medium	Vienna, Chile	2026-10-28
China Universal Asset Management Co., Ltd.	20,167	$1.4M	0.1%	Growth	Medium	Shanghai, France	2026-10-28
UniSuper Management Pty Ltd	19,740	$1.4M	0.0%	Growth	Low	Melbourne, Victoria, China	2026-10-26
BI Asset Management Fondsmaeglerselskab A/S	19,557	$1.4K	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Strengthening Families & Communities, LLC	17,976	$1.3M	0.3%	Core	Medium	Boston, MA	2026-10-21
Roman Butler Fullerton & Co	17,414	$894.4K	0.2%	Growth	Medium	St Louis, MO	2026-10-27
Sara-Bay Financial	17,380	$1.2M	0.3%	Momentum	Low	Sarasota, FL	2026-10-21
KPP Advisory Services LLC	17,369	$1.2M	0.2%	Growth	Medium	Louisville, KY	2026-10-26
Maia Wealth LLC	16,916	$1.2M	0.2%	ETF	Medium	Denver, CO	2026-10-19
AlphaCore Capital LLC	16,884	$1.2M	0.0%	ETF	Low	La Jolla, CA	2026-11-04
North Dakota State Investment Board	16,662	$1.2M	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Strategic Blueprint, LLC	16,572	$1.2M	0.1%	ETF	Low	Atlanta, GA	2026-10-22
PensionDanmark Pensionsforsikringsaktieselskab	15,790	$1.1M	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Valeo Financial Advisors, LLC	15,345	$1.1M	0.0%	ETF	Low	Carmel, IN	2026-10-08
Partners Wealth Management, LLC	15,208	$1.1M	0.1%	Core	Low	Carmel By The Sea, CA	2026-10-28
New York Life Investment Management LLC	15,110	$1.1M	0.0%	Growth	Low	New York, NY	2026-11-04
Apollon Wealth Management, LLC	15,109	$1.1M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Wespac Advisors SoCal, LLC	14,981	$1.0M	0.2%	Growth	Medium	Pasadena, CA	2026-10-13
Capital Advisors Wealth Management, LLC	14,756	$1.0M	0.1%	ETF	Low	Yakima, WA	2026-10-09
Ashton Thomas Private Wealth, LLC	14,748	$1.0M	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Dale Q Rice Investment Management Ltd	14,644	$1.0M	0.6%	ETF	Very Low	Vancouver, WA	2026-10-09
Legacy Bridge, LLC	14,408	$1.0M	0.3%	Growth	Very Low	West Des Moines, IA	2026-10-28
Curbstone Financial Management Corp	14,300	$996.4K	0.2%	Core	Low	Manchester, NH	2026-10-21
Independent Financial Group, LLC	14,053	$979.2K	0.0%	Growth	Low	San Diego, CA	2026-10-13
B. Metzler seel. Sohn & Co. AG	13,996	$975.2K	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
SLT Holdings LLC	13,995	$975.2K	0.6%	Growth	Medium	Scottsdale, AZ	2026-10-15
Cache Advisors, LLC	13,583	$946.5K	0.1%	Agg Growth	Low	San Francisco, CA	2026-10-16
Cannon Advisors, Inc.	13,523	$868.4K	0.5%	Growth	High	Charlotte, NC	2026-10-14
Brookstone Capital Management	13,271	$924.7K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
B. Riley Wealth Advisors, Inc.	13,119	$914.1K	0.0%	Growth	Low	Memphis, TN	2026-10-13
Aries Wealth Management	13,076	$911.1K	0.2%	Core	Very Low	Portland, ME	2026-10-23
Vise Technologies, Inc.	12,908	$899.4K	0.0%	Index	Low	New York, NY	2026-10-29
Brighton Jones LLC	12,658	$882.0K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Baxter Bros Inc	12,301	$857.1K	0.1%	Core	Low	Riverside, CT	2026-11-04
Integrity Advisory Solutions, LLC	12,212	$851.0K	0.1%	ETF	Medium	Dallas, TX	2026-10-29
Titleist Asset Management, LLC	12,045	$839.3K	0.1%	ETF	Low	San Antonio, TX	2026-10-08
Capital Investment Advisory Services, LLC	12,038	$838.8K	0.1%	Core	Medium	Raleigh, NC	2026-10-30
MGO One Seven LLC	11,808	$822.8K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Axxcess Wealth Management, LLC	11,729	$811.0K	0.0%	Core	Low	Carlsbad, CA	2026-10-21
Genesee Capital Advisors, LLC	11,711	$816.0K	0.3%	ETF	Medium	Auburn, NY	2026-10-20
Schneider Downs Wealth Management Advisors, LP	11,648	$811.6K	0.1%	ETF	Very Low	Pittsburgh, PA	2026-10-27
HB Wealth Management, LLC	11,274	$785.6K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
IPG Investment Advisors LLC	11,105	$773.8K	0.1%	Core	Medium	San Diego, CA	2026-10-30
NLB Skladi, upravljanje premozenja, d.o.o.	11,064	$770.9K	0.0%	Growth	Low	Ljubljana, Andorra	2026-10-22
Guardian Partners Inc.	11,000	$766.5K	0.1%	Value	Medium	Toronto, South Africa	2026-10-21
Fulton Bank, N.A.	10,870	$757.4K	0.0%	Core	Low	Lancaster, PA	2026-10-14
Nfsg Corp	10,841	$755.4K	0.1%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Global Financial Private Client, LLC	10,772	$750.6K	0.2%	Growth	Low	Sarasota, FL	2026-10-15
Zega Investments, LLC	10,500	$731.6K	0.1%	Growth	Medium	Palm Beach Gardens, FL	2026-11-04
Corecam Pte. Ltd.	10,475	$729.9K	0.3%	ETF	Medium	Singapore, Turkey	2026-10-23
Strs Ohio	10,235	$713.2K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Capital Investment Counsel, Inc	10,180	$709.3K	0.1%	Growth	Very Low	Raleigh, NC	2026-10-20
Y.D. More Investments Ltd	9,800	$682.9K	0.0%	Agg Growth	Medium	Ramat Gan, Luxembourg	2026-11-02
Accel Wealth Management	9,628	$670.9K	0.1%	ETF	Low	Waverly, IA	2026-10-13
Sterling Capital Management LLC	9,561	$666.2K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Krilogy Financial LLC	9,468	$622.2K	0.0%	Growth	Low	St. Louis, MO	2026-10-13
International Assets Investment Management, LLC	9,422	$663.9K	0.0%	Core	Very High	Orlando, FL	2026-11-02
Eagle Strategies LLC	9,404	$655.3K	0.1%	ETF	Low	New York, NY	2026-10-16
Wealthcare Advisory Partners LLC	9,200	$641.1K	0.0%	ETF	Low	West Chester, PA	2026-10-21
Traynor Capital Management, Inc.	9,192	$640.5K	0.0%	Growth	Low	Malvern, PA	2026-10-29
Encompass Wealth Advisors, LLC	9,158	$638.2K	0.1%	ETF	Very Low	Portland, OR	2026-10-15
Aaron Wealth Advisors LLC	9,094	$633.7K	0.0%	Growth	Medium	Chicago, IL	2026-10-13
Signaturefd, LLC	8,938	$622.8K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Sage Capital Management, LLC	8,816	$614.3K	0.2%	ETF	Low	Stockton, NJ	2026-10-20
Kingswood Wealth Advisors, LLC	8,682	$605.0K	0.0%	Growth	Low	San Diego, CA	2026-10-23
Flagship Harbor Advisors, LLC	8,615	$600.3K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Evergreen Capital Management LLC	8,487	$591.4K	0.0%	GARP	Medium	Bellevue, WA	2026-10-23
Wedbush Securities Inc	8,470	$590	0.0%	Core	Low	Pasadena, CA	2026-10-22
Woodley Farra Manion Portfolio Management Inc	8,450	$588.8K	0.0%	Value	Medium	Indianapolis, IN	2026-11-05
Dynamic Advisor Solutions LLC	8,412	$586.1K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Commonwealth Financial Services, LLC	8,371	$583.3K	0.1%	ETF	Medium	Vienna, WV	2026-10-20
Diversify Wealth Management, LLC	8,241	$455.3K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	8,241	$455.3K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Total Clarity Wealth Management, Inc.	8,183	$570.2K	0.1%	ETF	Medium	St. Charles, IL	2026-10-26
Legacy Financial Independent Advisors LLC	7,892	$549.9K	0.3%	Core	N/A	Louisville, KY	2026-11-02
Ascent Wealth Partners, LLC	7,855	$547.3K	0.1%	Growth	Low	New Hartford, NY	2026-10-23
HBW Advisory Services LLC	7,816	$544.7K	0.1%	ETF	Medium	Simi Valley, CA	2026-10-15
Meridian Wealth Management, LLC	7,739	$539.2K	0.0%	Growth	Low	Lexington, KY	2026-11-05
Badgley Phelps Wealth Managers, LLC	7,631	$531.7K	0.0%	Growth	Very Low	Seattle, WA	2026-10-22
Parisi Gray Wealth Management	7,382	$514.4K	0.1%	Growth	Low	Mendham, NJ	2026-10-16
TD Waterhouse Canada Inc.	7,362	$518.9K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Yousif Capital Management, LLC	7,357	$512.6K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
TFB Advisors LLC	7,331	$510.8K	0.2%	ETF	Low	Overland Park, KS	2026-11-02
Secure Asset Management, LLC	7,308	$509.2K	0.1%	Growth	Medium	Troy, MI	2026-10-19
Accurate Wealth Management, LLC	7,088	$455.2K	0.0%	Core	Medium	Wesley Chapel, FL	2026-10-20
Swmg, LLC	6,825	$349.6K	0.1%	ETF	Medium	Fort Worth, TX	2026-10-23
Emergent Wealth Advisors, LLC	6,817	$475.0K	0.2%	ETF	Medium	Williamsville, NY	2026-10-09
Generali Asset Management SPA SGR	6,787	$472.9K	0.0%	Core	Low	Trieste, Latvia	2026-10-26
Alps Advisors Inc	6,755	$470.7K	0.0%	Yield	Low	Denver, CO	2026-11-03
Gateway Investment Advisers LLC	6,685	$465.8K	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Tactive Advisors, LLC	6,592	$459.4K	0.1%	ETF	High	Jacksonville, FL	2026-10-08
Bosman Wealth Management, LLC	6,574	$458.1K	0.3%	Momentum	High	Redlands, CA	2026-10-28
Certuity, LLC	6,570	$457.8K	0.0%	GARP	Low	North Palm Beach, FL	2026-11-02
SteelPeak Wealth, LLC	6,511	$453.7K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
First Citizens Bank & Trust Co	6,509	$453.5K	0.0%	Core	Medium	Raleigh, NC	2026-10-14
Abel Hall, LLC	6,451	$449.5K	0.1%	Core	Medium	Baton Rouge, LA	2026-10-19
WJ Wealth Management, LLC	6,440	$448.7K	0.2%	ETF	Medium	Glendale, AZ	2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	6,401	$446.0K	0.0%	ETF	Medium	Westlake, OH	2026-10-14
Teamwork Financial Advisors, LLC	6,238	$434.7K	0.0%	Growth	High	San Antonio, TX	2026-10-19
Cornerstone Enterprises, LLC	6,122	$426.6K	0.2%	ETF	Medium	Appleton, WI	2026-10-15
Formuepleje A/S	6,097	$424.8K	0.0%	Core	Medium	Aarhus C, Greece	2026-10-15
Elite Wealth Management, Inc.	6,077	$423.4K	0.1%	Momentum	Medium	Kirkland, WA	2026-11-03
Mesirow Financial Investment Management, Inc.	6,019	$419.4K	0.0%	Core	Low	Chicago, IL	2026-11-05
Larson Financial Group LLC	5,998	$418.0K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Hunter Associates Investment Management LLC	5,970	$417	0.0%	Core	Low	Pittsburgh, PA	2026-10-26
Perigon Wealth Management, LLC	5,956	$415.0K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Thrive Wealth Management, LLC	5,919	$412.4K	0.1%	ETF	Very Low	Audubon, PA	2026-10-13
West Wealth Group, LLC	5,813	$405.1K	0.1%	ETF	Medium	Irvine, CA	2026-10-14
Truefg, LLC	5,799	$404.1K	0.1%	ETF	Very Low	Cedar Park, TX	2026-10-15
Mutual of America Capital Management LLC	5,792	$403.6K	0.0%	Index	Low	New York, NY	2026-10-23
Tuttle Capital Management, LLC	5,782	$402.9K	0.2%	Growth	High	Riverside, CT	2026-10-21
CoreCap Advisors, LLC	5,717	$398.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Integrity Alliance, Llc.	5,708	$397.7K	0.0%	ETF	Medium	Urbandale, IA	2026-10-29
Howard Capital Management, LLC	5,691	$396.5K	0.0%	ETF	High	Alpharetta, GA	2026-10-16
Mission Financial Group, LLC	5,612	$391.1K	0.3%	ETF	N/A	Honolulu, HI	2026-10-21
Financial Management Network Inc	5,610	$414.7K	0.1%	ETF	Low	Mission Viejo, CA	2026-10-09
CPR Investments Inc.	5,605	$390.6K	0.3%	ETF	High	Rochester, MI	2026-10-26
Focus Financial Network, Inc.	5,598	$390.1K	0.0%	ETF	Low	Minneapolis, MN	2026-10-14
Quadcap Wealth Management, LLC	5,568	$388.0K	0.0%	ETF	Low	Frisco, TX	2026-11-02
Churchill Financial Advisors, LLC	5,532	$385.5K	0.1%	Core	Low	Louisville, KY	2026-10-20
Ascentis Wealth Management, LLC	5,354	$373.1K	0.1%	Agg Growth	Low	Dallas, TX	2026-11-03
Braeburn Wealth Management LLC	5,307	$369.8K	0.2%	ETF	Medium	Muskegon, MI	2026-10-15
Csenge Advisory Group	5,208	$362.9K	0.0%	ETF	Medium	Clearwater, FL	2026-11-04
Legacy Capital Wealth Partners, LLC	5,191	$361.7K	0.1%	Core	Medium	Little Rock, AR	2026-10-21
J. Derek Lewis & Associates Inc.	5,160	$359.5K	0.1%	ETF	Low	Newport Beach, CA	2026-11-03
Fagan Associates, Inc.	5,155	$359.2K	0.0%	Growth	Low	Troy, NY	2026-10-13
Parallel Advisors, LLC	5,044	$351.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Cigna Investments Inc	5,007	$349	0.0%	Core	Very Low	Bloomfield, CT	2026-10-19
Philadelphia Trust Co	5,000	$348	0.0%	Growth	Low	Philadelphia, PA	2026-11-05
Busey Bank	5,000	$348.4K	0.0%	Growth	Very Low	Urbana, IL	2026-10-26
Wealth Intelligence, LLC	4,971	$346.4K	0.2%	Value	Low	Columbus, GA	2026-10-16
Ipswich Investment Management Co., Inc.	4,970	$346.3K	0.1%	Core	Low	Beverly, MA	2026-10-13
Fideuram Asset Management (Ireland) dac	4,920	$340.5K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Elevation Point Wealth Partners, LLC	4,915	$342.5K	0.0%	Core	High	Denver, CO	2026-11-05
Principle Wealth Partners LLC	4,837	$337.0K	0.0%	Core	Very Low	Madison, CT	2026-11-02
Sigma Planning Corp	4,825	$336.2K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
VestGen Advisors, LLC	4,691	$326.9K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Sagespring Wealth Partners, LLC	4,646	$323.7K	0.0%	ETF	Low	Franklin, TN	2026-10-22
Wedmont Private Capital	4,644	$317.7K	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Lodestone Wealth Management LLC	4,627	$322.4K	0.1%	Core	Low	Spokane, WA	2026-10-14
Fiduciary Financial Group, LLC	4,534	$315.9K	0.0%	ETF	Low	San Rafael, CA	2026-10-13
Cassaday & Co Wealth Management LLC	4,517	$314.7K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Everhart Financial Group, Inc.	4,510	$314.3K	0.0%	ETF	Low	Dublin, OH	2026-10-08
True Blue Financial, LLC	4,500	$313.6K	0.1%	ETF	Low	Stevensville, MI	2026-10-15
Mission Wealth Management, LP	4,484	$312.4K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
Torrey Growth & Income Advisors	4,457	$324.7K	0.1%	Core	Medium	Del Mar, CA	2026-11-04
Gamma Investing LLC	4,430	$308.7K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Bank Julius Baer & Co. Ltd, Zurich	4,375	$304.9K	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
TigerOak Management, L.L.C.	4,273	$297.7K	0.1%	Growth	Very Low	Nashville, TN	2026-10-23
Lake Street Private Wealth, LLC	4,208	$293.2K	0.0%	Growth	Low	Chicago, IL	2026-10-22
Vilga Financial Planning LLC	4,200	$292.7K	0.2%	ETF	Very Low	Fair Lawn, NJ	2026-10-09
AGP Franklin, LLC	4,196	$292.4K	0.1%	Growth	Medium	Franklin, TN	2026-11-04
Indivisible Partners	4,147	$289.0K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
Koshinski Asset Management, Inc.	4,119	$287.0K	0.0%	ETF	Low	Decatur, IL	2026-10-29
Toth Financial Advisory Corp	4,080	$284.3K	0.0%	Core	Low	Leesburg, VA	2026-10-08
OAK Ridge Investments LLC	4,075	$283.9K	0.0%	Momentum	Medium	Chicago, IL	2026-10-30
Modera Wealth Management, LLC	4,033	$281.0K	0.0%	ETF	Very Low	Westwood, NJ	2026-10-28
Marin Bay Wealth Advisors, LLC	4,020	$280.1K	0.1%	Growth	Low	San Anselmo, CA	2026-10-28
Gables Capital Management Inc.	3,970	$276.6K	0.1%	Growth	Very Low	Miami, FL	2026-11-04
Parcion Private Wealth LLC	3,958	$275.8K	0.0%	Core	Medium	Bellevue, WA	2026-10-28
Allspring Global Investments Holdings, LLC	3,954	$278.6K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Clear Creek Financial Management, LLC	3,948	$275.1K	0.0%	ETF	Medium	Silverdale, WA	2026-10-28
Plato Investment Management Ltd	3,922	$274.3K	0.0%	Core	Low	Sydney, China	2026-11-05
Soltis Investment Advisors LLC	3,867	$269.4K	0.0%	Core	Medium	St. George, UT	2026-10-28
Fifth Third Wealth Advisors LLC	3,857	$268.8K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Lebenthal Global Advisors, LLC	3,804	$265.1K	0.0%	ETF	Medium	Hauppauge, NY	2026-10-28
Lazari Capital Management, Inc.	3,786	$263.8K	0.1%	Growth	Low	Burbank, CA	2026-10-20
Ballew Advisors, Inc	3,763	$278.2K	0.1%	ETF	Low	Jackson, MS	2026-10-05
Mayfair Advisory Group, LLC	3,705	$258.2K	0.1%	ETF	Low	Birmingham, AL	2026-10-20
State of Wyoming	3,701	$257.9K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Oak Grove Capital LLC	3,600	$250.8K	0.0%	Agg Growth	Low	Holderness, NH	2026-10-09
Norden Group LLC	3,569	$248.7K	0.0%	Growth	Medium	Provo, UT	2026-10-20
Citizens Financial Group Inc	3,547	$247.2K	0.0%	Growth	Low	Providence, RI	2026-10-23
Abacus Wealth Partners, LLC	3,539	$246.6K	0.0%	ETF	Low	Santa Monica, CA	2026-11-03
LeConte Wealth Management, LLC	3,527	$245.8K	0.1%	Growth	Medium	Maryville, TN	2026-10-20
Aware Super Pty Ltd as trustee of Aware Super	3,526	$245.7K	0.0%	Growth	Medium	Sydney, China	2026-10-30
Woodward Diversified Capital, LLC	3,520	$245.3K	0.1%	Core	Low	Bakersfield, CA	2026-10-21
Tenet Wealth Partners, LLC	3,500	$243.9K	0.2%	ETF	N/A	Champaign, IL	2026-10-19
Aprio Wealth Management, LLC	3,486	$242.9K	0.0%	ETF	Medium	Atlanta, GA	2026-10-28
MinichMacGregor Wealth Management, LLC	3,482	$241.6K	0.0%	ETF	High	Saratoga Springs, NY	2026-10-14
Washington Trust Co	3,400	$236.9K	0.0%	Growth	Very Low	Westerly, RI	2026-10-22
Burns J W & Co Inc	3,378	$235.4K	0.0%	Growth	Very Low	Dewitt, NY	2026-10-20
GC Wealth Management RIA, LLC	3,377	$235.3K	0.0%	Growth	Medium	Cambridge, MA	2026-11-02
Ring Mountain Capital, LLC	3,376	$235.2K	0.1%	Growth	Very Low	Tiburon, CA	2026-10-13
Integrated Advisors Network LLC	3,358	$234.0K	0.0%	Growth	Medium	Dallas, TX	2026-10-20
Redhawk Wealth Advisors, Inc.	3,342	$232.8K	0.0%	ETF	High	Minneapolis, MN	2026-10-14
IFP Advisors, Inc	3,316	$231.1K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Balefire, LLC	3,301	$230.0K	0.0%	ETF	Medium	Dallas, TX	2026-10-09
Ascentis Independent Advisors	3,298	$229.8K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Cadent Capital Advisors, LLC	3,265	$227.5K	0.0%	ETF	High	Tulsa, OK	2026-10-09
Gibbs Wealth Management	3,244	$226.0K	0.0%	Core	Low	Alpharetta, GA	2026-10-22
Laurel OAK Wealth Management, LLC	3,225	$224.7K	0.0%	Growth	Low	Marlton, NJ	2026-10-19
Visionary Wealth Advisors	3,211	$223.7K	0.0%	ETF	Low	O'Fallon, IL	2026-11-04
National Wealth Management Group, LLC	3,189	$222.2K	0.1%	ETF	Medium	Cincinnati, OH	2026-10-26
Ullmann Wealth Partners Group, LLC	3,185	$221.9K	0.0%	ETF	Low	Jacksonville Beach, FL	2026-11-02
Marathon Mission, Inc.	3,177	$221.4K	0.1%	ETF	Very Low	Albany, NY	2026-10-01
71 West Capital Partners	3,154	$219.8K	0.0%	Index	Very Low	Boston, MA	2026-11-04
Colonial River Investments, LLC	3,138	$218.7K	0.1%	Growth	Medium	Midlothian, VA	2026-10-19
Eastern Bank	3,102	$216.1K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Decision Investments, Inc	3,074	$214.2K	0.2%	Growth	Low	San Diego, CA	2026-10-07
Crumly & Associates Inc.	3,002	$209.2K	0.0%	ETF	Medium	Springfield, IL	2026-10-07
Austin Asset Management Co Inc	3,000	$209.0K	0.0%	ETF	Very Low	Austin, TX	2026-10-29
MSH Capital Advisors LLC	2,986	$209.0K	0.0%	Core	Low	Scottsdale, AZ	2026-11-03
Creative Financial Designs Inc	2,956	$206.0K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Capital Investment Advisors, LLC	2,924	$203.8K	0.0%	Core	Low	Atlanta, GA	2026-10-22
PDS Planning, Inc	2,919	$203.4K	0.0%	Index	Very Low	Dublin, OH	2026-11-03
Verdence Capital Advisors LLC	2,912	$202.9K	0.0%	Core	Medium	Hunt Valley, MD	2026-10-26
LexAurum Advisors, LLC	2,910	$202.8K	0.0%	ETF	Low	Overland Park, KS	2026-10-19
Chicago Trust Co NA	2,900	$202.1K	0.0%	Core	Low	Grayslake, IL	2026-10-28
River Street Advisors LLC	2,700	$188.1K	0.1%	Core	Low	Aurora, IL	2026-10-22
Community Financial Services Group, LLC	2,675	$188.5K	0.0%	Growth	Low	Newport, VT	2026-10-15
EverSource Wealth Advisors, LLC	2,642	$184.1K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Golden State Wealth Management, LLC	2,400	$167.2K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Compass Financial Management LLC	2,374	$165.4K	0.0%	Core	N/A	Tampa, FL	2026-10-30
V-Square Quantitative Management LLC	2,327	$162.1K	0.0%	Core	Low	Chicago, IL	2026-10-15
Madden Securities Corp	2,250	$156.8K	0.0%	Growth	Medium	Dallas, TX	2026-10-27
CX Institutional	2,133	$149	0.0%	Core	Medium	Auburn, IN	2026-10-02
Versant Capital Management, Inc	1,988	$138.5K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Livforsakringsbolaget Skandia, Omsesidigt	1,900	$132.4K	0.0%	Growth	Medium	Stockholm, Sweden	2026-10-21
Murphy & Mullick Capital Management Corp	1,895	$132.0K	0.1%	Growth	Low	Smithtown, NY	2026-11-02
First Horizon Corp	1,843	$128.4K	0.0%	Core	Low	Memphis, TN	2026-10-26
TD Private Client Wealth LLC	1,723	$120.1K	0.0%	ETF	Low	New York, NY	2026-10-28
Mcdonald Partners LLC	1,650	$115.0K	0.0%	Core	Low	Cleveland, OH	2026-11-03
MassMutual Private Wealth & Trust, FSB	1,478	$103.0K	0.0%	Core	Low	Springfield, MA	2026-10-05
Root Financial Partners, LLC	1,367	$95.3K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Pinnacle Wealth Planning Services, Inc.	1,319	$91.9K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
CKW Financial Group	1,253	$88	0.0%	ETF	Very Low	Honolulu, HI	2026-10-29
Wilmington Savings Fund Society, FSB	1,227	$85.5K	0.0%	Core	Low	Wilmington, DE	2026-10-23
CFG Wealth Management Services, Inc.	1,150	$81.0K	0.1%	ETF	Low	Indianapolis, XX	2026-10-21
Mosley Wealth Management	1,104	$61.0K	0.0%	ETF	High	Anaheim, CA	2026-10-16
Yankcom Partnership	1,052	$73.3K	0.0%	Core	Very Low	Yankton, SD	2026-10-15
Activest Wealth Management	1,021	$71.1K	0.0%	ETF	Low	Aventura, FL	2026-10-15
William Mack & Associates, Inc.	1,015	$70.7K	0.0%	ETF	Low	Troy, MI	2026-10-27
Rachor Investment Advisory Services, LLC	1,000	$69.7K	0.0%	ETF	Very Low	Linden, MI	2026-10-29
Triumph Capital Management	925	$64.5K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Thurston, Springer, Miller, Herd & Titak, Inc.	896	$62.4K	0.1%	Growth	Medium	Indianapolis, IN	2026-10-14
Grove Bank & Trust	896	$62.4K	0.0%	ETF	Low	Miami, FL	2026-10-08
Avion Wealth	891	$62	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
SJS Investment Consulting Inc.	887	$61.8K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Harbor Investment Advisory, LLC	872	$60.8K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
University of Texas S AM Investment Management Co	872	$60.8K	0.0%	Core	High	Austin, TX	2026-11-03
Ares Financial Consulting, LLC	839	$58.5K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Parkside Financial Bank & Trust	829	$57.8K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
TFC Financial Management, Inc.	807	$56.3K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Signature Equity Partners, LLC	807	$56.2K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Bank of New Hampshire	797	$55.5K	0.0%	Core	Low	Laconia, NH	2026-10-06
Signature Resources Capital Management, LLC	757	$52.7K	0.0%	ETF	Low	Newport Beach, CA	2026-10-16
Summit Securities Group LLC	747	$52.1K	0.0%	Core	Very High	New York, NY	2026-11-05
Elyxium Wealth, LLC	743	$51.8K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Financial Consulate, Inc	739	$51.5K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Costello Asset Management, Inc	710	$49.5K	0.0%	Core	Low	Feasterville, PA	2026-10-30
WPG Advisers, LLC	702	$48.9K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Vima LLC	663	$46.2K	0.0%	Core	Low	Troy, MI	2026-10-23
Elevation Wealth Partners, LLC	660	$46.0K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Manchester Capital Management LLC	647	$45.1K	0.0%	Core	Low	Manchester, VT	2026-10-22
Compagnie Lombard Odier SCmA	645	$44.9K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
DeDora Capital, Inc.	615	$42.9K	0.0%	ETF	Very Low	Napa, CA	2026-10-26
Byrne Asset Management LLC	600	$42.3K	0.0%	Core	Low	Kingston, NJ	2026-10-06
Trifecta Capital Advisors, LLC	600	$41.8K	0.0%	Agg Growth	Very Low	Northbrook, IL	2026-10-21
Piscataqua Savings Bank	550	$38.3K	0.0%	Core	Very Low	Portsmouth, NH	2026-10-21
Asset Dedication, LLC	541	$37.7K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Planning Strategies Inc.	522	$36.4K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Hara Capital LLC	520	$36.2K	0.0%	Deep Value	Medium	Bellevue, WA	2026-10-30
Cullen T Bankers, Inc.	512	$35.7K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Chapman Financial Group, LLC	496	$34.6K	0.0%	Core	Very Low	Honolulu, HI	2026-10-26
GK Wealth Management LLC	495	$34.5K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Heritage Family Offices, LLP	493	$34.4K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Mather Group, Llc.	483	$33.7K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Highline Wealth Partners LLC	426	$29.7K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
DecisionPoint Financial, LLC	394	$27.8K	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Beacon Investment Advisory Services, Inc.	386	$26.9K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Hilton Head Capital Partners, LLC	369	$25.7K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
North Point Portfolio Managers Corp	350	$24.4K	0.0%	Growth	Low	Orange Village, OH	2026-10-07
GHP Investment Advisors, Inc.	342	$23.8K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Strategic Advocates LLC	326	$22.7K	0.1%	Growth	Low	Sacramento, CA	2026-11-03
Physician Wealth Advisors, Inc.	323	$22.5K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Harbor Capital Advisors, Inc.	321	$22	0.0%	Value	High	Chicago, IL	2026-10-22
Silver Grove Financial Group, Inc.	319	$22.2K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Adirondack Trust Co	298	$20.8K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Gen-Wealth Partners Inc	295	$20.6K	0.0%	Core	Low	Zeeland, MI	2026-11-04
Cape Investment Advisory, Inc.	283	$19.7K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Fulcrum Asset Management LLP	278	$19.4K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Rossby Financial, LCC	275	$19.2K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Main Street Group, LTD	275	$19.2K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
Markowski Investments	240	$16.7K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
Security National Bank	238	$16.6K	0.0%	Growth	Low	Omaha, NE	2026-10-26
Private Trust Co NA	229	$16.0K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Owl Creek Wealth Partners LLC	220	$15.3K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
SRH Advisors, LLC	210	$14.6K	0.0%	ETF	Very Low	Salina, KS	2026-10-22
JFS Wealth Advisors, LLC	203	$14.1K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Westside Investment Management, Inc.	200	$13.9K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Marshall & Sterling Wealth Advisors Inc.	200	$13.9K	0.0%	ETF	Medium	Poughkeepsie, NY	2026-10-28
Kozak & Associates, Inc.	200	$11.7K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Latitude Advisors, LLC	200	$13.9K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Catalyst Capital Advisors LLC	197	$13.7K	0.0%	ETF	Very Low	San Juan, PR	2026-11-02
Pension & Wealth Management Advisors, Inc.	196	$13.7K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Fortitude Family Office, LLC	192	$13.4K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Hughes Financial Services, LLC	192	$11.3K	0.0%	ETF	Low	Herndon, VA	2026-10-30
Cromwell Holdings LLC	179	$12.5K	0.0%	Index	Low	Jackson, WY	2026-10-28
Evolution Wealth Management Inc.	175	$12.2K	0.0%	ETF	Medium	Fort Myers, FL	2026-10-28
Salomon & Ludwin, LLC	168	$11.7K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Capital Advisors, Ltd. LLC	167	$12	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Armstrong Advisory Group, Inc	163	$11.4K	0.0%	ETF	High	Needham, MA	2026-10-09
Lanark Financial, Inc.	161	$11.2K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Caitong International Asset Management Co., Ltd	156	$10.9K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Brown, Lisle Ings, Inc.	150	$10.5K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Noble Wealth Management PBC	150	$10.5K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Blue Trust, Inc.	149	$10.3K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Hazlett, Burt & Watson, Inc.	147	$10	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Washington Trust Advisors, Inc.	145	$10.1K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Atlantic Edge Private Wealth Management, LLC	145	$10.1K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
James T. Borello RIA	141	$9.8K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Trust Co of Vermont	140	$9.8K	0.0%	Core	Very Low	Brattleboro, VT	2026-10-21
Archer Investment Corp	134	$9.3K	0.0%	Core	Medium	Carmel, IN	2026-11-05
True Wealth Design, LLC	133	$9.3K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Covestor Ltd	131	$9	0.0%	Value	High	London, United Kingdom	2026-10-30
Aspect Partners, LLC	120	$8.4K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Sfam, LLC	118	$8.2K	0.0%	ETF	Very Low	Elmhurst, IL	2026-11-03
Valley National Advisers Inc	116	$8.1K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Essential Partners LLC	116	$8.1K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Concord Wealth Partners	116	$8.1K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Tsfg, LLC	115	$8	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Pathway Financial Advisers, LLC	114	$8.0K	0.0%	Core	Low	Auburn, IN	2026-10-27
Prudent Man Investment Management, Inc.	108	$7.5K	0.0%	ETF	Very Low	Louisville, CO	2026-11-03
Bell Investment Advisors, Inc	107	$7.5K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Advocate Investing Services LLC	105	$7.3K	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Tradewinds Capital Management, LLC	105	$7.3K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
City State Bank	103	$7.2K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Rydar Equities, Inc.	100	$7.2K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
Aventus Investment Advisors, Inc.	100	$7.0K	0.0%	ETF	Low	Naples, FL	2026-10-09
Wolff Wiese Magana LLC	100	$7.0K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Trust Co of Toledo NA	100	$7.0K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Sunrise Financial Services, LLC	100	$7.0K	0.0%	ETF	Medium	Burien, WA	2026-10-21
Bangor Savings Bank	100	$7.0K	0.0%	ETF	Low	Bangor, ME	2026-10-06
Hager Investment Management Services, LLC	100	$7.0K	0.0%	Growth	Medium	New London, NH	2026-11-04
Roxbury Financial LLC	100	$7.0K	0.0%	Core	Very Low	Mount Arlington, NJ	2026-10-01
Bank & Trust Co	100	$7.0K	0.0%	Value	Very Low	Litchfield, IL	2026-10-07
Private Wealth Management Group, LLC	98	$6.8K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Mowery & Schoenfeld Wealth Management, LLC	98	$6.8K	0.0%	Growth	Medium	Lincolnshire, IL	2026-10-28
Key Capital Management, Inc	81	$5.6K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
UMB Private Wealth Management, LLC	80	$5.6K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Provenance Wealth Advisors, LLC	80	$5.6K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Investment Research & Advisory Group, Inc.	77	$7.6K	0.0%	Growth	Very Low	Atlanta, GA	2026-10-19
Friedenthal Financial	75	$5.2K	0.0%	ETF	High	Marlton, NJ	2026-10-27
Putney Financial Group LLC	75	$5.2K	0.0%	Growth	Low	San Rafael, CA	2026-10-30
Retirement Wealth Solutions LLC	74	$5.2K	0.0%	ETF	Low	Marshfield, WI	2026-10-07
Wealth Analytics Partners, LLC	72	$5.0K	0.0%	ETF	Very Low	San Diego, CA	2026-10-19
Elevated Capital Advisors, LLC	70	$4.9K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Kennebec Savings Bank	70	$4.9K	0.0%	Core	Low	Augusta, ME	2026-10-22
MV Capital Management, Inc.	68	$4.7K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Tower Trust & Investment Co	64	$4.5K	0.0%	Growth	Low	Davenport, IA	2026-10-28
Cedar Mountain Advisors, LLC	60	$4.2K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
High Note Wealth, LLC	58	$4.0K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
American Capital Advisory, LLC	58	$4.0K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Hurley Capital, LLC	57	$4.0K	0.0%	GARP	Medium	New York, NY	2026-11-05
Creative Capital Management Investments LLC	56	$3.9K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Wilkerson Advisory Group LLC	55	$3.8K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Keystone Financial Group, Inc.	54	$3.8K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Canton Hathaway, LLC	50	$3.5K	0.0%	Value	Low	Providence, RI	2026-10-23
Abound Wealth Management	50	$3.5K	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Nova Financial LLC	47	$3.3K	0.0%	N/A	N/A	Tucson, AZ	2026-11-04
Bradley & Co. Private Wealth Management, LLC	45	$3.1K	0.0%	Core	Very Low	Miami, FL	2026-10-23
Southern Michigan Bank & Trust	42	$2.9K	0.0%	ETF	Low	Coldwater, MI	2026-10-19
Horizon Financial Services, LLC	42	$2.9K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Center for Financial Planning, Inc.	40	$2.8K	0.0%	ETF	Low	Southfied, MI	2026-10-26
West Paces Advisors Inc.	38	$2.6K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Financial Management Professionals, Inc.	35	$2.4K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Whipplewood Advisors, LLC	35	$2.4K	0.0%	ETF	Low	Littleton, CO	2026-10-20
Balance Wealth Partners LLC	30	$2.1K	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Chilton Capital Management LLC	30	$2.1K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Bay Harbor Wealth Management, LLC	30	$2.1K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Burk Holdings LLC	30	$2.1K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Meriwether Wealth & Planning, LLC	28	$2.0K	0.0%	ETF	Medium	Minden, LA	2026-10-13
Clark Wealth Partners	27	$1.9K	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
City Holding Co	23	$1.6K	0.0%	Core	Low	Charleston, WV	2026-10-19
FNY Investment Advisers, LLC	20	$1	0.0%	Growth	Very High	New York, NY	2026-10-16
Trust Co	20	$1.4K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Davis Capital Management	19	$1.3K	0.0%	Core	Low	Jacksonville, FL	2026-10-08
Global Trust Asset Management, LLC	18	$1.3K	0.0%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
DiNuzzo Private Wealth, Inc.	18	$1.3K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Redwood Park Advisors LLC	15	$1.0K	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Entrust Financial LLC	15	$1.0K	0.0%	ETF	Low	Wayne, PA	2026-11-04
POM Investment Strategies, LLC	15	$1.0K	0.0%	ETF	Very High	Raleigh, NC	2026-10-20
North Star Investment Management Corp.	14	$976	0.0%	Core	Low	Chicago, IL	2026-10-27
Birchwood Financial Partners, Inc.	12	$836	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Investors Research Corp	10	$697	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Maseco LLP	10	$697	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Essential Investment Partners LLC	10	$697	0.0%	Growth	Low	Englewood, CO	2026-10-27
Moisand Fitzgerald Tamayo, LLC	10	$697	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
Breakwater Investment Management	9	$628	0.0%	ETF	Low	Seattle, WA	2026-10-20
Quaker Wealth Management, LLC	8	$558	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Birch Financial Group, LLC	8	$551	0.0%	Core	Low	Keene, NH	2026-10-27
Bare Financial Services, Inc	8	$557	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Align Financial, LLC	7	$488	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Downshift Financial, LLC	6	$418	0.0%	ETF	Low	Boulder, CO	2026-10-13
IMG Wealth Management, Inc.	5	$348	0.0%	ETF	Medium	Jacksonville, FL	2026-10-27
Mechanics Financial Corp	4	$279	0.0%	Core	Very Low	Mansfield, OH	2026-11-05
Advantage Trust Co	3	$209	0.0%	ETF	Very Low	Salina, KS	2026-10-19
Plante Moran Financial Advisors, LLC	3	$209	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
Farmers & Merchants Investments Inc	3	$209	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Gilpin Wealth Management, LLC	2	$140	0.0%	Growth	Low	Denver, CO	2026-10-09
Maryland Capital Advisors Inc.	1	$70	0.0%	ETF	Very Low	Chester, MD	2026-10-15