Rubrik Inc (RBRK)

CUSIP: 781154109 | NYSE | Technology · Software - Infrastructure | Large Cap | 991 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Beneficial Ownership — 13D / 13G

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

Holder	Shares	% of Class	Change	Event Date	vs 13F
13G/A FMR LLC	15,274,273	9.1%	New 5%+ stake	Sep 30, 2026	92d ahead of 13F (9,202,121 sh) · +6,072,152
13G/A Vanguard Capital Management LLC	8,226,616

Institutional Holders — Q3 2026

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Pictet Asset Management Holding SA1,543,486

0.2% of portfolio$176.7M

Congress Asset Management Co715,550

0.5% of portfolio$81.9M

Bank of New York Mellon Corp608,296

0.0% of portfolio$69.6M

Dimensional Fund Advisors LP377,840

0.0% of portfolio$43.3M

Allspring Global Investments Holdings, LLC376,774

0.1% of portfolio$43.5M

DekaBank Deutsche Girozentrale321,600

0.0% of portfolio$37.2K

Sumitomo Mitsui Trust Group, Inc.294,291

0.0% of portfolio$33.7M

Citigroup Inc161,304

0.0% of portfolio$18.5M

Wealth Enhancement Advisory Services, LLC128,416

0.0% of portfolio$13.9M

Creative Planning125,605

0.0% of portfolio$14.4M

Covea Finance118,700

0.4% of portfolio$13.6M

iA Global Asset Management Inc.105,190

0.0% of portfolio$12.0K

Asset Management One Co., Ltd.91,760

0.0% of portfolio$10.5M

Robocap Asset Management Ltd77,519

6.5% of portfolio$8.9M

Diversify Advisory Services, LLC76,716

0.1% of portfolio$9.1M

Diversify Wealth Management, LLC76,716

0.1% of portfolio$9.1M

Exchange Traded Concepts, LLC75,882

0.0% of portfolio$8.7M

Slow Capital, Inc.60,630

0.8% of portfolio$6.9M

Renaissance Capital LLC58,513

4.6% of portfolio$6.7M

Vontobel Holding Ltd.54,015

0.0% of portfolio$6.2M

State of New Jersey Common Pension Fund D50,621

0.0% of portfolio$5.8M

CenterBook Partners LP48,650

0.3% of portfolio$5.6M

Assenagon Asset Management S.A.45,663

0.0% of portfolio$5.2M

Arizona State Retirement System44,402

0.0% of portfolio$5.1M

Wealth Effects LLC44,287

1.4% of portfolio$5.1M

KBC Group NV37,745

0.0% of portfolio$4.3K

American International Group, Inc.36,478

100.0% of portfolio$4.2M

Y-Intercept (Hong Kong) Ltd35,981

0.1% of portfolio$4.1M

Mitsubishi UFJ Asset Management Co., Ltd.35,282

0.0% of portfolio$4.0M

SP Asset Management LLC33,000

0.3% of portfolio$3.8M

Virginia Retirement Systems ET Al32,400

0.0% of portfolio$3.7M

Assetmark, Inc31,150

0.0% of portfolio$3.6M

Zevenbergen Capital Investments LLC30,625

0.1% of portfolio$3.5M

Brighton Jones LLC29,152

0.1% of portfolio$3.3M

Mirae Asset Global Investments Co., Ltd.27,780

0.0% of portfolio$3.2M

Alps Advisors Inc27,660

0.0% of portfolio$3.2M

B. Metzler seel. Sohn & Co. AG27,172

0.0% of portfolio$3.1M

Oak Thistle LLC27,000

0.3% of portfolio$3.1M

Bochk Asset Management Ltd26,800

0.4% of portfolio$3.1M

Alamar Capital Management, LLC25,545

1.5% of portfolio$2.9M

Stablepoint Partners, LLC22,821

0.4% of portfolio$2.6M

Gradient Investments LLC22,638

0.0% of portfolio$2.6M

Xponance LLC21,036

0.0% of portfolio$2.4M

Chicago Partners Investment Group LLC21,001

0.0% of portfolio$2.7M

Keybank National Association19,396

0.0% of portfolio$2.2M

HB Wealth Management, LLC19,309

0.0% of portfolio$2.2M

MacKenzie Financial Corp18,690

0.0% of portfolio$2.1M

AlphaCore Capital LLC18,685

0.0% of portfolio$2.1M

Fulcrum Asset Management LLP17,810

0.1% of portfolio$2.0M

Krilogy Financial LLC17,804

0.1% of portfolio$2.1M

Lido Advisors, LLC16,643

0.0% of portfolio$1.9M

Simplex Trading, LLC16,479

0.0% of portfolio$1.9M

Royal Fund Management, LLC15,900

0.1% of portfolio$1.8M

Wilmington Savings Fund Society, FSB15,800

0.0% of portfolio$1.8M

Commonwealth Equity Services, LLC15,643

0.0% of portfolio$1.8M

Wedmont Private Capital15,351

0.0% of portfolio$1.9M

Calamos Advisors LLC14,902

0.0% of portfolio$1.7M

Truist Financial Corp14,254

0.0% of portfolio$1.6M

Concurrent Investment Advisors, LLC14,164

0.0% of portfolio$1.6M

Oppenheimer Asset Management Inc.14,136

0.0% of portfolio$1.6M

Waldron Private Wealth LLC14,041

0.1% of portfolio$1.6M

FNY Investment Advisers, LLC14,000

0.0% of portfolio$1.6K

Cambridge Investment Research Advisors, Inc.13,894

0.0% of portfolio$1.6K

Citizens Financial Group Inc13,594

0.0% of portfolio$1.6M

NorthCrest Asset Manangement, LLC13,241

0.0% of portfolio$1.6M

Norden Group LLC13,114

0.1% of portfolio$1.5M

Smith Group Asset Management, LLC12,564

0.1% of portfolio$1.4M

Kornitzer Capital Management Inc12,000

0.0% of portfolio$1.4M

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management11,959

0.0% of portfolio$1.4M

Stableford Capital II LLC11,241

0.4% of portfolio$1.3M

Smart Wealth LLC10,680

0.2% of portfolio$1.2M

Kestra Advisory Services, LLC10,677

0.0% of portfolio$1.2M

Creative Financial Designs Inc10,573

0.1% of portfolio$1.2M

Swiss Life Asset Management Ltd10,562

0.0% of portfolio$1.2M

IFP Advisors, Inc10,110

0.0% of portfolio$1.2M

Curated Wealth Partners LLC10,069

0.1% of portfolio$1.2M

Perigon Wealth Management, LLC9,855

0.0% of portfolio$1.1M

Amalgamated Bank9,822

0.0% of portfolio$1.1K

Cache Advisors, LLC9,539

0.1% of portfolio$1.1M

China Universal Asset Management Co., Ltd.9,500

0.1% of portfolio$1.1M

Parcion Private Wealth LLC9,297

0.1% of portfolio$1.1M

Apollon Wealth Management, LLC9,150

0.0% of portfolio$1.0M

Gibbs Wealth Management8,959

0.1% of portfolio$1.0M

Jackson Creek Investment Advisors LLC8,570

0.0% of portfolio$981

Portside Wealth Group, LLC8,508

0.1% of portfolio$973.9K

Inspire Investing, LLC8,468

0.0% of portfolio$969.3K

0.3% of portfolio$915.8K

Prospera Financial Services Inc7,672

0.0% of portfolio$952.4K

Themes Management Co LLC7,493

0.6% of portfolio$857.7K

Optimist Retirement Group LLC6,724

0.3% of portfolio$769.7K

EverSource Wealth Advisors, LLC6,561

0.0% of portfolio$751.0K

Alliance Wealth Advisors, LLC6,311

0.1% of portfolio$722.4K

Avior Wealth Management, LLC6,027

0.0% of portfolio$689.9K

Central Pacific Bank - Trust Division5,911

0.1% of portfolio$676.6K

Pittenger & Anderson Inc5,852

0.0% of portfolio$669.9K

Park Avenue Securities LLC5,767

0.0% of portfolio$660

VestGen Advisors, LLC5,731

0.0% of portfolio$656.0K

Perpetual Ltd5,705

0.0% of portfolio$653.1K

Green Alpha Advisors, LLC5,650

0.4% of portfolio$646.8K

Atria Investments, Inc5,498

0.0% of portfolio$629.4K

Daymark Wealth Partners, LLC5,491

0.0% of portfolio$628.6K

SBI Securities Co., Ltd.5,457

0.0% of portfolio$624.7K

Farther Finance Advisors, LLC5,311

0.0% of portfolio$607.9K

Partners Wealth Management, LLC5,309

0.1% of portfolio$607.7K

Allegiance Financial Group Advisory Services LLC5,186

0.1% of portfolio$593.6K

MBL Wealth, LLC5,098

0.0% of portfolio$583.6K

SLT Holdings LLC5,000

0.3% of portfolio$572.4K

CIBC Asset Management Inc4,867

0.0% of portfolio$557.1K

North Dakota State Investment Board4,747

0.0% of portfolio$543.4K

Elevation Point Wealth Partners, LLC4,712

0.0% of portfolio$539.4K

Praxis Investment Management Inc4,708

0.0% of portfolio$539

Riversedge Advisors, LLC4,693

0.1% of portfolio$537.2K

Brookstone Capital Management4,649

0.0% of portfolio$532.2K

Soltis Investment Advisors LLC4,502

0.0% of portfolio$515.3K

WoodTrust Financial Corp4,500

0.0% of portfolio$515

Essential Partners LLC4,426

0.2% of portfolio$506.6K

QTR Family Wealth, LLC4,392

0.2% of portfolio$502.8K

South Shore Capital Advisors4,246

0.3% of portfolio$486.0K

Axxion S.A.4,116

0.0% of portfolio$471.2K

Straight Path Wealth Management4,020

0.1% of portfolio$460.2K

Sugar Maple Asset Management, LLC4,000

0.3% of portfolio$457.9K

Kestra Private Wealth Services, LLC3,792

0.0% of portfolio$434.1K

Larson Financial Group LLC3,755

0.0% of portfolio$429.8K

LeConte Wealth Management, LLC3,616

0.2% of portfolio$413.9K

Balefire, LLC3,472

0.1% of portfolio$397.4K

Northwest Wealth Management, LLC3,418

0.1% of portfolio$391.3K

SteelPeak Wealth, LLC3,412

0.0% of portfolio$390.6K

Ethic Inc.3,301

0.0% of portfolio$377.9K

Legacy Wealth Asset Management, LLC3,252

0.1% of portfolio$372.3K

Motley Fool Asset Management LLC3,218

0.0% of portfolio$368.4K

SYM Financial Corp3,173

0.0% of portfolio$363.2K

Facet Wealth, Inc.3,104

0.0% of portfolio$355.3K

Left Brain Wealth Management, LLC3,010

0.1% of portfolio$344.6K

Corps Capital Advisors, LLC3,000

0.3% of portfolio$343.4K

LifeGoal Investments, LLC2,937

0.1% of portfolio$336.2K

Wedbush Securities Inc2,860

0.0% of portfolio$327

Moody Aldrich Partners LLC2,834

0.1% of portfolio$324.4K

Americana Partners, LLC2,831

0.0% of portfolio$324.1K

Gamma Investing LLC2,806

0.0% of portfolio$321.2K

Pinnacle Associates LTD2,793

0.0% of portfolio$319.7K

Pinnacle Wealth Management Advisory Group, LLC2,793

0.0% of portfolio$319.7K

Values First Advisors, Inc.2,724

0.1% of portfolio$311.8K

1900 Wealth Management LLC2,702

0.0% of portfolio$309.3K

Haven Private, LLC2,692

0.1% of portfolio$308.2K

Beese Fulmer Investment Management, Inc.2,674

0.0% of portfolio$306.1K

Sterling Investment Advisors, Ltd.2,650

0.1% of portfolio$303.3K

Truefg, LLC2,600

0.1% of portfolio$297.6K

Whalen Wealth Management Inc.2,578

0.1% of portfolio$295.1K

Family Wealth Partners, LLC2,560

0.1% of portfolio$293.0K

Bison Wealth, LLC2,517

0.0% of portfolio$302.1K

Parallel Advisors, LLC2,517

0.0% of portfolio$288.1K

Root Financial Partners, LLC2,510

0.0% of portfolio$287.3K

Investment Research Partners LLC2,478

0.1% of portfolio$283.7K

Capstone Wealth Management, LLC2,459

0.1% of portfolio$281.5K

Simplicity Wealth,LLC2,458

0.0% of portfolio$281.4K

Mainsail Asset Management, LLC2,448

0.1% of portfolio$308.0K

True Wealth Design, LLC2,445

0.1% of portfolio$279.9K

Prevail Innovative Wealth Advisors, LLC2,441

0.0% of portfolio$302.0K

Avail Investment Partners, LLC2,421

0.2% of portfolio$277.1K

Twelve Points Wealth Management LLC2,404

0.1% of portfolio$298.5K

GC Wealth Management RIA, LLC2,393

0.0% of portfolio$273.9K

Aspiriant, LLC2,343

0.0% of portfolio$268.2K

Strs Ohio2,327

0.0% of portfolio$266.4K

Rakuten Securities, Inc.2,314

0.1% of portfolio$264.9K

Strategic Planning Group, LLC2,289

0.0% of portfolio$262.0K

111 Capital2,252

0.0% of portfolio$257.8K

Madrid Wealth Management, LLC2,242

0.2% of portfolio$256.6K

Plancorp, LLC2,193

0.0% of portfolio$272.3K

Glenview Trust Co2,173

0.0% of portfolio$248.7K

United Advisor Group, LLC2,160

0.0% of portfolio$247.3K

Ascent Group, LLC2,111

0.0% of portfolio$241.6K

Thrive Wealth Management, LLC2,084

0.0% of portfolio$238.6K

Forum Financial Management, LP2,019

0.0% of portfolio$231.1K

LJI Wealth Management, LLC2,000

0.0% of portfolio$228.9K

Mission Wealth Management, LP1,969

0.0% of portfolio$225.4K

Yousif Capital Management, LLC1,911

0.0% of portfolio$218.8K

FSM Wealth Advisors, LLC1,904

0.0% of portfolio$230.2K

1620 Investment Advisors, Inc.1,861

0.1% of portfolio$213.0K

Able Wealth Management LLC1,833

0.0% of portfolio$224.9K

MGO One Seven LLC1,829

0.0% of portfolio$209.4K

Independent Financial Group, LLC1,805

0.0% of portfolio$206.6K

waypoint wealth counsel1,788

0.1% of portfolio$204.7K

Kaufman Rossin Wealth, LLC1,772

0.1% of portfolio$202.8K

Nisa Investment Advisors, LLC1,728

0.0% of portfolio$197.8K

Sterling Capital Management LLC1,707

0.0% of portfolio$195.4K

SJS Investment Consulting Inc.1,575

0.0% of portfolio$180.3K

GK Wealth Management LLC1,504

0.1% of portfolio$172.2K

CX Institutional1,403

0.0% of portfolio$161

Triumph Capital Management1,328

0.0% of portfolio$152.0K

Noble Wealth Management PBC1,088

0.1% of portfolio$124.5K

Albion Financial Group1,006

0.0% of portfolio$115.2K

Versant Capital Management, Inc939

0.0% of portfolio$107.5K

Summit Securities Group LLC937

0.0% of portfolio$107.3K

Provenance Wealth Advisors, LLC872

0.0% of portfolio$99.8K

Reyes Financial Architecture, Inc.852

0.1% of portfolio$97.5K

BI Asset Management Fondsmaeglerselskab A/S825

0.0% of portfolio$94

Financial Perspectives, Inc750

0.0% of portfolio$85.9K

State of Wyoming733

0.0% of portfolio$83.9K

Signaturefd, LLC716

0.0% of portfolio$82.0K

Nemes Rush Group LLC600

0.0% of portfolio$68.7K

Advocate Investing Services LLC600

0.1% of portfolio$68.7K

Markowski Investments595

0.0% of portfolio$68.1K

CoreCap Advisors, LLC545

0.0% of portfolio$62.4K

Silver Grove Financial Group, Inc.357

0.0% of portfolio$40.9K

Activest Wealth Management272

0.0% of portfolio$31.1K

Catalyst Capital Advisors LLC250

0.0% of portfolio$28.6K

V-Square Quantitative Management LLC236

0.0% of portfolio$27.0K

Ascentis Independent Advisors208

0.0% of portfolio$23.8K

Toth Financial Advisory Corp200

0.0% of portfolio$22.9K

Owl Creek Wealth Partners LLC170

0.0% of portfolio$19.5K

First Horizon Corp155

0.0% of portfolio$17.7K

Bullock Wealth Management Group138

0.0% of portfolio$15.9K

Blue Trust, Inc.127

0.0% of portfolio$14.5K

Fortitude Family Office, LLC127

0.0% of portfolio$14.5K

Covestor Ltd108

0.0% of portfolio$12

Kingdom Financial Group Llc.100

0.0% of portfolio$11.4K

Elyxium Wealth, LLC91

0.0% of portfolio$10.4K

Cape Investment Advisory, Inc.84

0.0% of portfolio$9.6K

Lodestone Wealth Management LLC81

0.0% of portfolio$9.3K

Washington Trust Advisors, Inc.70

0.0% of portfolio$8.0K

Leonteq Securities AG70

0.0% of portfolio$8.0K

Cromwell Holdings LLC63

0.0% of portfolio$7.2K

Elevation Wealth Partners, LLC61

0.0% of portfolio$7.0K

Physician Wealth Advisors, Inc.61

0.0% of portfolio$7.0K

Murphy & Mullick Capital Management Corp50

0.0% of portfolio$5.7K

Private Wealth Management Group, LLC49

0.0% of portfolio$5.6K

MV Capital Management, Inc.45

0.0% of portfolio$5.2K

West Paces Advisors Inc.39

0.0% of portfolio$4.5K

James T. Borello RIA37

0.0% of portfolio$4.2K

Mather Group, Llc.33

0.0% of portfolio$3.8K

Mainstream Capital Management LLC33

0.0% of portfolio$3.8K

Canton Hathaway, LLC30

0.0% of portfolio$3.4K

Roxbury Financial LLC25

0.0% of portfolio$2.9K

Dhjj Financial Advisors, Ltd.23

0.0% of portfolio$2.6K

Financial Network Wealth Advisors LLC23

0.0% of portfolio$2.6K

Marquette Asset Management, LLC22

0.0% of portfolio$2.5K

Hughes Financial Services, LLC21

0.0% of portfolio$2.8K

TD Private Client Wealth LLC21

0.0% of portfolio$2.4K

UMB Private Wealth Management, LLC21

0.0% of portfolio$2.4K

Pinnacle Wealth Planning Services, Inc.20

0.0% of portfolio$2.3K

Bay Harbor Wealth Management, LLC20

0.0% of portfolio$2.3K

Creative Capital Management Investments LLC19

0.0% of portfolio$2.2K

MassMutual Private Wealth & Trust, FSB18

0.0% of portfolio$2.1K

Bare Financial Services, Inc18

0.0% of portfolio$2.1K

Avion Wealth17

0.0% of portfolio$1

Bell Investment Advisors, Inc17

0.0% of portfolio$1.9K

Burk Holdings LLC16

0.0% of portfolio$1.8K

Caitong International Asset Management Co., Ltd16

0.0% of portfolio$1.8K

Planning Strategies Inc.14

0.0% of portfolio$1.6K

DiNuzzo Private Wealth, Inc.14

0.0% of portfolio$1.6K

North Star Investment Management Corp.11

0.0% of portfolio$1.3K

Private Trust Co NA10

0.0% of portfolio$1.1K

Parkside Financial Bank & Trust8

0.0% of portfolio$916

Quaker Wealth Management, LLC7

0.0% of portfolio$802

Signature Equity Partners, LLC6

0.0% of portfolio$687

DecisionPoint Financial, LLC4

0.0% of portfolio$462

Downshift Financial, LLC3

0.0% of portfolio$343

Ascentis Wealth Management, LLC2

0.0% of portfolio$228

Manchester Capital Management LLC2

0.0% of portfolio$229

American Capital Advisory, LLC2

0.0% of portfolio$229

Maryland Capital Advisors Inc.1

0.0% of portfolio$115

				Style	Turnover	Location	Filed
Pictet Asset Management Holding SA	1,543,486	$176.7M	0.2%	Growth	Medium	Carouge, Switzerland	2026-11-03
Congress Asset Management Co	715,550	$81.9M	0.5%	Growth	Medium	Boston, MA	2026-10-06
Bank of New York Mellon Corp	608,296	$69.6M	0.0%	Core	Low	New York, NY	2026-11-05
Dimensional Fund Advisors LP	377,840	$43.3M	0.0%	Index	Low	Austin, TX	2026-11-04
Allspring Global Investments Holdings, LLC	376,774	$43.5M	0.1%	Core	Medium	Charlotte, NC	2026-11-04
DekaBank Deutsche Girozentrale	321,600	$37.2K	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Sumitomo Mitsui Trust Group, Inc.	294,291	$33.7M	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Citigroup Inc	161,304	$18.5M	0.0%	Core	Medium	New York, NY	2026-11-04
Wealth Enhancement Advisory Services, LLC	128,416	$13.9M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Creative Planning	125,605	$14.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Covea Finance	118,700	$13.6M	0.4%	Growth	Medium	Paris, India	2026-10-21
iA Global Asset Management Inc.	105,190	$12.0K	0.0%	Growth	Medium	Quebec, Austria	2026-10-29
Asset Management One Co., Ltd.	91,760	$10.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-10-27
Robocap Asset Management Ltd	77,519	$8.9M	6.5%	Agg Growth	Medium	London, United Kingdom	2026-11-02
Diversify Advisory Services, LLC	76,716	$9.1M	0.1%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	76,716	$9.1M	0.1%	Growth	Medium	Sandy, UT	2026-10-20
Exchange Traded Concepts, LLC	75,882	$8.7M	0.0%	Growth	Medium	Oklahoma City, OK	2026-10-28
Slow Capital, Inc.	60,630	$6.9M	0.8%	Agg Growth	Low	Greenbrae, CA	2026-10-23
Renaissance Capital LLC	58,513	$6.7M	4.6%	Agg Growth	High	Stamford, CT	2026-10-23
Vontobel Holding Ltd.	54,015	$6.2M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
State of New Jersey Common Pension Fund D	50,621	$5.8M	0.0%	Core	Low	Trenton, NJ	2026-11-05
CenterBook Partners LP	48,650	$5.6M	0.3%	Value	Very High	Greenwich, CT	2026-11-02
Assenagon Asset Management S.A.	45,663	$5.2M	0.0%	Growth	High	Senningerberg, Netherlands	2026-10-15
Arizona State Retirement System	44,402	$5.1M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Wealth Effects LLC	44,287	$5.1M	1.4%	Growth	Low	Boston, MA	2026-10-23
KBC Group NV	37,745	$4.3K	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
American International Group, Inc.	36,478	$4.2M	100.0%	Agg Growth	Very Low	New York, NY	2026-10-22
Y-Intercept (Hong Kong) Ltd	35,981	$4.1M	0.1%	Value	Very High	Hong Kong, South Korea	2026-10-16
Mitsubishi UFJ Asset Management Co., Ltd.	35,282	$4.0M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
SP Asset Management LLC	33,000	$3.8M	0.3%	Core	Very Low	Cupertino, CA	2026-11-05
Virginia Retirement Systems ET Al	32,400	$3.7M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Assetmark, Inc	31,150	$3.6M	0.0%	ETF	Low	Concord, CA	2026-10-21
Zevenbergen Capital Investments LLC	30,625	$3.5M	0.1%	Agg Growth	Medium	Edmonds, WA	2026-10-08
Brighton Jones LLC	29,152	$3.3M	0.1%	Core	Very Low	Seattle, WA	2026-11-03
Mirae Asset Global Investments Co., Ltd.	27,780	$3.2M	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
Alps Advisors Inc	27,660	$3.2M	0.0%	Yield	Low	Denver, CO	2026-11-03
B. Metzler seel. Sohn & Co. AG	27,172	$3.1M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
Oak Thistle LLC	27,000	$3.1M	0.3%	Value	Very High	New York, NY	2026-10-21
Bochk Asset Management Ltd	26,800	$3.1M	0.4%	Agg Growth	Very High	Hong Kong, South Korea	2026-10-29
Alamar Capital Management, LLC	25,545	$2.9M	1.5%	Growth	Medium	Santa Barbara, CA	2026-11-02
Stablepoint Partners, LLC	22,821	$2.6M	0.4%	Core	Low	Braintree, MA	2026-11-03
Gradient Investments LLC	22,638	$2.6M	0.0%	Core	Medium	Arden Hills, MN	2026-10-08
Xponance LLC	21,036	$2.4M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Chicago Partners Investment Group LLC	21,001	$2.7M	0.0%	GARP	Low	Chicago, IL	2026-10-27
Keybank National Association	19,396	$2.2M	0.0%	Core	Low	Brooklyn, OH	2026-11-04
HB Wealth Management, LLC	19,309	$2.2M	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
MacKenzie Financial Corp	18,690	$2.1M	0.0%	Core	Medium	Toronto Ontario, Australia	2026-11-02
AlphaCore Capital LLC	18,685	$2.1M	0.0%	ETF	Low	La Jolla, CA	2026-11-04
Fulcrum Asset Management LLP	17,810	$2.0M	0.1%	Core	Medium	London, United Kingdom	2026-11-04
Krilogy Financial LLC	17,804	$2.1M	0.1%	Growth	Low	St. Louis, MO	2026-10-13
Lido Advisors, LLC	16,643	$1.9M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Simplex Trading, LLC	16,479	$1.9M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Royal Fund Management, LLC	15,900	$1.8M	0.1%	Growth	Medium	Lady Lake, FL	2026-10-22
Wilmington Savings Fund Society, FSB	15,800	$1.8M	0.0%	Core	Low	Wilmington, DE	2026-10-23
Commonwealth Equity Services, LLC	15,643	$1.8M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Wedmont Private Capital	15,351	$1.9M	0.0%	Index	Very Low	West Chester, PA	2026-10-09
Calamos Advisors LLC	14,902	$1.7M	0.0%	Growth	Medium	Naperville, IL	2026-11-02
Truist Financial Corp	14,254	$1.6M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Concurrent Investment Advisors, LLC	14,164	$1.6M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Oppenheimer Asset Management Inc.	14,136	$1.6M	0.0%	Core	Medium	New York, NY	2026-10-27
Waldron Private Wealth LLC	14,041	$1.6M	0.1%	ETF	Very Low	Bridgeville, PA	2026-11-02
FNY Investment Advisers, LLC	14,000	$1.6K	0.0%	Growth	Very High	New York, NY	2026-10-16
Cambridge Investment Research Advisors, Inc.	13,894	$1.6K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Citizens Financial Group Inc	13,594	$1.6M	0.0%	Growth	Low	Providence, RI	2026-10-23
NorthCrest Asset Manangement, LLC	13,241	$1.6M	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Norden Group LLC	13,114	$1.5M	0.1%	Growth	Medium	Provo, UT	2026-10-20
Smith Group Asset Management, LLC	12,564	$1.4M	0.1%	Growth	Low	Dallas, TX	2026-10-27
Kornitzer Capital Management Inc	12,000	$1.4M	0.0%	Core	Low	Shawnee Mission, KS	2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	11,959	$1.4M	0.0%	Growth	Very Low	Seattle, WA	2026-10-27
Stableford Capital II LLC	11,241	$1.3M	0.4%	Core	High	Scottsdale, AZ	2026-10-09
Smart Wealth LLC	10,680	$1.2M	0.2%	ETF	High	Omaha, NE	2026-11-04
Kestra Advisory Services, LLC	10,677	$1.2M	0.0%	Core	Low	Austin, TX	2026-11-02
Creative Financial Designs Inc	10,573	$1.2M	0.1%	ETF	Medium	Kokomo, IN	2026-11-04
Swiss Life Asset Management Ltd	10,562	$1.2M	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
IFP Advisors, Inc	10,110	$1.2M	0.0%	Growth	Low	Tampa, FL	2026-10-16
Curated Wealth Partners LLC	10,069	$1.2M	0.1%	GARP	Low	El Segundo, CA	2026-10-15
Perigon Wealth Management, LLC	9,855	$1.1M	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Amalgamated Bank	9,822	$1.1K	0.0%	Core	Very Low	New York, NY	2026-10-23
Cache Advisors, LLC	9,539	$1.1M	0.1%	Agg Growth	Low	San Francisco, CA	2026-10-16
China Universal Asset Management Co., Ltd.	9,500	$1.1M	0.1%	Growth	Medium	Shanghai, France	2026-10-28
Parcion Private Wealth LLC	9,297	$1.1M	0.1%	Core	Medium	Bellevue, WA	2026-10-28
Apollon Wealth Management, LLC	9,150	$1.0M	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Gibbs Wealth Management	8,959	$1.0M	0.1%	Core	Low	Alpharetta, GA	2026-10-22
Jackson Creek Investment Advisors LLC	8,570	$981	0.0%	Value	Very High	Castle Rock, CO	2026-11-04
Portside Wealth Group, LLC	8,508	$973.9K	0.1%	Core	Medium	Provo, UT	2026-10-20
Inspire Investing, LLC	8,468	$969.3K	0.0%	GARP	High	Meridian, ID	2026-10-22
Register Financial Advisors LLC	8,000	$915.8K	0.3%	GARP	Low	Atlanta, GA	2026-10-23
Prospera Financial Services Inc	7,672	$952.4K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Themes Management Co LLC	7,493	$857.7K	0.6%	GARP	Medium	Greenwich, CT	2026-10-29
Optimist Retirement Group LLC	6,724	$769.7K	0.3%	Value	Low	Bellevue, WA	2026-10-30
EverSource Wealth Advisors, LLC	6,561	$751.0K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Alliance Wealth Advisors, LLC	6,311	$722.4K	0.1%	ETF	High	Centerville, UT	2026-10-28
Avior Wealth Management, LLC	6,027	$689.9K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Central Pacific Bank - Trust Division	5,911	$676.6K	0.1%	Core	Medium	Honolulu, HI	2026-10-06
Pittenger & Anderson Inc	5,852	$669.9K	0.0%	Core	Low	Lincoln, NE	2026-11-02
Park Avenue Securities LLC	5,767	$660	0.0%	ETF	Medium	New York, NY	2026-10-26
VestGen Advisors, LLC	5,731	$656.0K	0.0%	Growth	Medium	Chicago, IL	2026-10-27
Perpetual Ltd	5,705	$653.1K	0.0%	Value	Medium	Sydney, New South Wales, China	2026-10-13
Green Alpha Advisors, LLC	5,650	$646.8K	0.4%	Growth	Low	Niwot, CO	2026-10-08
Atria Investments, Inc	5,498	$629.4K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Daymark Wealth Partners, LLC	5,491	$628.6K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
SBI Securities Co., Ltd.	5,457	$624.7K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Farther Finance Advisors, LLC	5,311	$607.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Partners Wealth Management, LLC	5,309	$607.7K	0.1%	Core	Low	Carmel By The Sea, CA	2026-10-28
Allegiance Financial Group Advisory Services LLC	5,186	$593.6K	0.1%	ETF	Low	Vienna, VA	2026-11-02
MBL Wealth, LLC	5,098	$583.6K	0.0%	ETF	Low	Charlotte, NC	2026-10-22
SLT Holdings LLC	5,000	$572.4K	0.3%	Growth	Medium	Scottsdale, AZ	2026-10-15
CIBC Asset Management Inc	4,867	$557.1K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
North Dakota State Investment Board	4,747	$543.4K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Elevation Point Wealth Partners, LLC	4,712	$539.4K	0.0%	Core	High	Denver, CO	2026-11-05
Praxis Investment Management Inc	4,708	$539	0.0%	Core	Low	Goshen, IN	2026-11-03
Riversedge Advisors, LLC	4,693	$537.2K	0.1%	ETF	Medium	Wilmington, DE	2026-10-09
Brookstone Capital Management	4,649	$532.2K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Soltis Investment Advisors LLC	4,502	$515.3K	0.0%	Core	Medium	St. George, UT	2026-10-28
WoodTrust Financial Corp	4,500	$515	0.0%	Core	Low	Wisconsin Rapids, WI	2026-10-09
Essential Partners LLC	4,426	$506.6K	0.2%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
QTR Family Wealth, LLC	4,392	$502.8K	0.2%	Growth	Medium	Lake Mary, FL	2026-11-02
South Shore Capital Advisors	4,246	$486.0K	0.3%	Core	Medium	Cohasset, MA	2026-10-20
Axxion S.A.	4,116	$471.2K	0.0%	Core	N/A	Grevenmacher, Netherlands	2026-10-22
Straight Path Wealth Management	4,020	$460.2K	0.1%	ETF	Low	Jenison, MI	2026-10-23
Sugar Maple Asset Management, LLC	4,000	$457.9K	0.3%	ETF	Medium	Sister Bay, WI	2026-10-13
Kestra Private Wealth Services, LLC	3,792	$434.1K	0.0%	Growth	Low	Austin, TX	2026-10-30
Larson Financial Group LLC	3,755	$429.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
LeConte Wealth Management, LLC	3,616	$413.9K	0.2%	Growth	Medium	Maryville, TN	2026-10-20
Balefire, LLC	3,472	$397.4K	0.1%	ETF	Medium	Dallas, TX	2026-10-09
Northwest Wealth Management, LLC	3,418	$391.3K	0.1%	ETF	Low	Spencer, IA	2026-10-30
SteelPeak Wealth, LLC	3,412	$390.6K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Ethic Inc.	3,301	$377.9K	0.0%	Core	Low	New York, NY	2026-11-03
Legacy Wealth Asset Management, LLC	3,252	$372.3K	0.1%	GARP	Medium	Woodbury, MN	2026-10-09
Motley Fool Asset Management LLC	3,218	$368.4K	0.0%	Growth	Medium	Alexandria, VA	2026-10-27
SYM Financial Corp	3,173	$363.2K	0.0%	ETF	Very Low	Winona Lake, IN	2026-10-26
Facet Wealth, Inc.	3,104	$355.3K	0.0%	Index	Very Low	West Palm Beach, FL	2026-11-04
Left Brain Wealth Management, LLC	3,010	$344.6K	0.1%	Momentum	High	Naperville, IL	2026-10-28
Corps Capital Advisors, LLC	3,000	$343.4K	0.3%	Growth	Low	Southlake, TX	2026-11-05
LifeGoal Investments, LLC	2,937	$336.2K	0.1%	ETF	Low	Saratoga Springs, NY	2026-10-09
Wedbush Securities Inc	2,860	$327	0.0%	Core	Low	Pasadena, CA	2026-10-22
Moody Aldrich Partners LLC	2,834	$324.4K	0.1%	Value	High	Marblehead, MA	2026-10-27
Americana Partners, LLC	2,831	$324.1K	0.0%	Core	Medium	Houston, TX	2026-10-28
Gamma Investing LLC	2,806	$321.2K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Pinnacle Associates LTD	2,793	$319.7K	0.0%	Core	Low	New York, NY	2026-10-20
Pinnacle Wealth Management Advisory Group, LLC	2,793	$319.7K	0.0%	Growth	Low	Red Bank, NJ	2026-10-23
Values First Advisors, Inc.	2,724	$311.8K	0.1%	Core	Medium	Johnson City, TN	2026-10-23
1900 Wealth Management LLC	2,702	$309.3K	0.0%	ETF	Low	San Antonio, TX	2026-10-13
Haven Private, LLC	2,692	$308.2K	0.1%	ETF	Medium	Orlando, FL	2026-10-27
Beese Fulmer Investment Management, Inc.	2,674	$306.1K	0.0%	Core	Low	Canton, OH	2026-10-23
Sterling Investment Advisors, Ltd.	2,650	$303.3K	0.1%	Growth	Low	Berwyn, PA	2026-10-27
Truefg, LLC	2,600	$297.6K	0.1%	ETF	Very Low	Cedar Park, TX	2026-10-15
Whalen Wealth Management Inc.	2,578	$295.1K	0.1%	Growth	High	Las Vegas, NV	2026-10-08
Family Wealth Partners, LLC	2,560	$293.0K	0.1%	ETF	Low	Matthews, NC	2026-10-20
Bison Wealth, LLC	2,517	$302.1K	0.0%	Growth	Medium	Atlanta, GA	2026-10-13
Parallel Advisors, LLC	2,517	$288.1K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Root Financial Partners, LLC	2,510	$287.3K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Investment Research Partners LLC	2,478	$283.7K	0.1%	Core	Low	Lemont, PA	2026-10-19
Capstone Wealth Management, LLC	2,459	$281.5K	0.1%	ETF	Low	Tuscaloosa, AL	2026-11-02
Simplicity Wealth,LLC	2,458	$281.4K	0.0%	ETF	Low	Summit, NJ	2026-10-23
Mainsail Asset Management, LLC	2,448	$308.0K	0.1%	ETF	Medium	Birmingham, AL	2026-10-14
True Wealth Design, LLC	2,445	$279.9K	0.1%	ETF	Medium	Akron, OH	2026-10-13
Prevail Innovative Wealth Advisors, LLC	2,441	$302.0K	0.0%	Core	Very High	Leawood, KS	2026-10-20
Avail Investment Partners, LLC	2,421	$277.1K	0.2%	Core	Medium	Lemont, PA	2026-10-16
Twelve Points Wealth Management LLC	2,404	$298.5K	0.1%	ETF	Medium	Concord, MA	2026-11-03
GC Wealth Management RIA, LLC	2,393	$273.9K	0.0%	Growth	Medium	Cambridge, MA	2026-11-02
Aspiriant, LLC	2,343	$268.2K	0.0%	ETF	Very Low	Los Angeles, CA	2026-10-16
Strs Ohio	2,327	$266.4K	0.0%	Core	Medium	Columbus, OH	2026-10-30
Rakuten Securities, Inc.	2,314	$264.9K	0.1%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Strategic Planning Group, LLC	2,289	$262.0K	0.0%	Growth	Medium	Bountiful, UT	2026-10-22
111 Capital	2,252	$257.8K	0.0%	Core	Very High	Paris, India	2026-11-03
Madrid Wealth Management, LLC	2,242	$256.6K	0.2%	ETF	Low	Albuquerque, NM	2026-10-23
Plancorp, LLC	2,193	$272.3K	0.0%	ETF	Low	Saint Louis, MO	2026-11-03
Glenview Trust Co	2,173	$248.7K	0.0%	Growth	Very Low	Louisville, KY	2026-10-28
United Advisor Group, LLC	2,160	$247.3K	0.0%	ETF	Low	Cincinnati, OH	2026-11-03
Ascent Group, LLC	2,111	$241.6K	0.0%	Core	Low	Virginia Beach, VA	2026-10-30
Thrive Wealth Management, LLC	2,084	$238.6K	0.0%	ETF	Very Low	Audubon, PA	2026-10-13
Forum Financial Management, LP	2,019	$231.1K	0.0%	ETF	Low	Lombard, IL	2026-10-16
LJI Wealth Management, LLC	2,000	$228.9K	0.0%	ETF	Low	Indianapolis, IN	2026-10-28
Mission Wealth Management, LP	1,969	$225.4K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
Yousif Capital Management, LLC	1,911	$218.8K	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
FSM Wealth Advisors, LLC	1,904	$230.2K	0.0%	ETF	Low	Cleveland, OH	2026-10-27
1620 Investment Advisors, Inc.	1,861	$213.0K	0.1%	Value	Low	Plymouth, MA	2026-11-04
Able Wealth Management LLC	1,833	$224.9K	0.0%	ETF	Medium	Toms River, NJ	2026-10-13
MGO One Seven LLC	1,829	$209.4K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Independent Financial Group, LLC	1,805	$206.6K	0.0%	Growth	Low	San Diego, CA	2026-10-13
waypoint wealth counsel	1,788	$204.7K	0.1%	Core	Low	Atlanta, GA	2026-10-22
Kaufman Rossin Wealth, LLC	1,772	$202.8K	0.1%	ETF	Low	Miami, FL	2026-10-19
Nisa Investment Advisors, LLC	1,728	$197.8K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Sterling Capital Management LLC	1,707	$195.4K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
SJS Investment Consulting Inc.	1,575	$180.3K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
GK Wealth Management LLC	1,504	$172.2K	0.1%	GARP	Very High	Reno, NV	2026-10-09
CX Institutional	1,403	$161	0.0%	Core	Medium	Auburn, IN	2026-10-02
Triumph Capital Management	1,328	$152.0K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Noble Wealth Management PBC	1,088	$124.5K	0.1%	Yield	Medium	Greenwood Village, CO	2026-10-01
Albion Financial Group	1,006	$115.2K	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Versant Capital Management, Inc	939	$107.5K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Summit Securities Group LLC	937	$107.3K	0.0%	Core	Very High	New York, NY	2026-11-05
Provenance Wealth Advisors, LLC	872	$99.8K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Reyes Financial Architecture, Inc.	852	$97.5K	0.1%	ETF	Very High	San Diego, CA	2026-10-22
BI Asset Management Fondsmaeglerselskab A/S	825	$94	0.0%	Core	Medium	Kobenhavn, Greece	2026-10-22
Financial Perspectives, Inc	750	$85.9K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
State of Wyoming	733	$83.9K	0.0%	Value	High	Cheyenne, WY	2026-10-28
Signaturefd, LLC	716	$82.0K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Nemes Rush Group LLC	600	$68.7K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Advocate Investing Services LLC	600	$68.7K	0.1%	ETF	Low	Woodbine, MD	2026-10-26
Markowski Investments	595	$68.1K	0.0%	ETF	N/A	Tampa, FL	2026-10-30
CoreCap Advisors, LLC	545	$62.4K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Silver Grove Financial Group, Inc.	357	$40.9K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Activest Wealth Management	272	$31.1K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Catalyst Capital Advisors LLC	250	$28.6K	0.0%	ETF	Very Low	San Juan, PR	2026-11-02
V-Square Quantitative Management LLC	236	$27.0K	0.0%	Core	Low	Chicago, IL	2026-10-15
Ascentis Independent Advisors	208	$23.8K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Toth Financial Advisory Corp	200	$22.9K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Owl Creek Wealth Partners LLC	170	$19.5K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
First Horizon Corp	155	$17.7K	0.0%	Core	Low	Memphis, TN	2026-10-26
Bullock Wealth Management Group	138	$15.9K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Blue Trust, Inc.	127	$14.5K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Fortitude Family Office, LLC	127	$14.5K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Covestor Ltd	108	$12	0.0%	Value	High	London, United Kingdom	2026-10-30
Kingdom Financial Group Llc.	100	$11.4K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Elyxium Wealth, LLC	91	$10.4K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Cape Investment Advisory, Inc.	84	$9.6K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Lodestone Wealth Management LLC	81	$9.3K	0.0%	Core	Low	Spokane, WA	2026-10-14
Washington Trust Advisors, Inc.	70	$8.0K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Leonteq Securities AG	70	$8.0K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Cromwell Holdings LLC	63	$7.2K	0.0%	Index	Low	Jackson, WY	2026-10-28
Elevation Wealth Partners, LLC	61	$7.0K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Physician Wealth Advisors, Inc.	61	$7.0K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Murphy & Mullick Capital Management Corp	50	$5.7K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Private Wealth Management Group, LLC	49	$5.6K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
MV Capital Management, Inc.	45	$5.2K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
West Paces Advisors Inc.	39	$4.5K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
James T. Borello RIA	37	$4.2K	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Mather Group, Llc.	33	$3.8K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Mainstream Capital Management LLC	33	$3.8K	0.0%	Growth	Low	Los Angeles, CA	2026-10-23
Canton Hathaway, LLC	30	$3.4K	0.0%	Value	Low	Providence, RI	2026-10-23
Roxbury Financial LLC	25	$2.9K	0.0%	Core	Very Low	Mount Arlington, NJ	2026-10-01
Dhjj Financial Advisors, Ltd.	23	$2.6K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Financial Network Wealth Advisors LLC	23	$2.6K	0.0%	ETF	Low	Murray, UT	2026-10-28
Marquette Asset Management, LLC	22	$2.5K	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
Hughes Financial Services, LLC	21	$2.8K	0.0%	ETF	Low	Herndon, VA	2026-10-30
TD Private Client Wealth LLC	21	$2.4K	0.0%	ETF	Low	New York, NY	2026-10-28
UMB Private Wealth Management, LLC	21	$2.4K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
Pinnacle Wealth Planning Services, Inc.	20	$2.3K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Bay Harbor Wealth Management, LLC	20	$2.3K	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Creative Capital Management Investments LLC	19	$2.2K	0.0%	ETF	Low	San Diego, CA	2026-10-28
MassMutual Private Wealth & Trust, FSB	18	$2.1K	0.0%	Core	Low	Springfield, MA	2026-10-05
Bare Financial Services, Inc	18	$2.1K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Avion Wealth	17	$1	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Bell Investment Advisors, Inc	17	$1.9K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Burk Holdings LLC	16	$1.8K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Caitong International Asset Management Co., Ltd	16	$1.8K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
Planning Strategies Inc.	14	$1.6K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
DiNuzzo Private Wealth, Inc.	14	$1.6K	0.0%	ETF	Low	Beaver, PA	2026-10-16
North Star Investment Management Corp.	11	$1.3K	0.0%	Core	Low	Chicago, IL	2026-10-27
Private Trust Co NA	10	$1.1K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Parkside Financial Bank & Trust	8	$916	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Quaker Wealth Management, LLC	7	$802	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Signature Equity Partners, LLC	6	$687	0.0%	Growth	Medium	Columbus, OH	2026-10-29
DecisionPoint Financial, LLC	4	$462	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Downshift Financial, LLC	3	$343	0.0%	ETF	Low	Boulder, CO	2026-10-13
Ascentis Wealth Management, LLC	2	$228	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Manchester Capital Management LLC	2	$229	0.0%	Core	Low	Manchester, VT	2026-10-22
American Capital Advisory, LLC	2	$229	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Maryland Capital Advisors Inc.	1	$115	0.0%	ETF	Very Low	Chester, MD	2026-10-15