Servicetitan Inc (TTAN)

CUSIP: 81764X103 | NYSE | Technology · Software - Application | Mid Cap | 667 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/AMillennium Management LLC	3,149,920	3.8%	Newly reported	Jun 30, 2026	No 13F filer matched

13G/AMillennium Management LLC3,149,920

3.8% of class · Jun 30, 2026

Institutional Holders — Q3 2026

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Wasatch Advisors LP841,640

0.4% of portfolio$55.4M

TimesSquare Capital Management, LLC828,003

0.9% of portfolio$54.5M

Thoma Bravo, L.P.700,463

0.5% of portfolio$46.1M

Principal Financial Group Inc448,226

0.0% of portfolio$29.5M

Citigroup Inc331,625

0.0% of portfolio$21.8M

Bank of New York Mellon Corp266,434

0.0% of portfolio$17.5M

Oppenheimer & Co Inc218,518

0.2% of portfolio$14.4M

D.A. Davidson & Co.205,484

0.1% of portfolio$13.5M

Assetmark, Inc86,738

0.0% of portfolio$5.7M

Dimensional Fund Advisors LP68,629

0.0% of portfolio$4.5M

Y-Intercept (Hong Kong) Ltd67,688

0.1% of portfolio$4.5M

Allspring Global Investments Holdings, LLC66,767

0.0% of portfolio$4.5M

Taylor Frigon Capital Management LLC45,433

1.5% of portfolio$3.0M

Moody Aldrich Partners LLC45,335

0.6% of portfolio$3.0M

Truist Financial Corp41,646

0.0% of portfolio$2.7M

B. Metzler seel. Sohn & Co. AG38,604

0.0% of portfolio$2.5M

ABN Amro Investment Solutions36,982

0.0% of portfolio$2.4M

Lazari Capital Management, Inc.35,303

0.7% of portfolio$2.3M

Kazazian Asset Management, LLC28,500

1.6% of portfolio$1.9M

Cambridge Investment Research Advisors, Inc.27,172

0.0% of portfolio$1.8K

Renaissance Capital LLC22,613

1.0% of portfolio$1.5M

WoodTrust Financial Corp22,300

0.0% of portfolio$1.5K

Oppenheimer Asset Management Inc.21,685

0.0% of portfolio$1.4M

Simplex Trading, LLC21,605

0.0% of portfolio$1.4M

Atria Investments, Inc20,770

0.0% of portfolio$1.4M

US Bancorp \de\20,217

0.0% of portfolio$1.3M

Baker Avenue Asset Management, LP20,098

0.0% of portfolio$1.3M

Temasek Holdings (Private) Ltd20,067

0.0% of portfolio$1.3M

Vontobel Holding Ltd.18,829

0.0% of portfolio$1.2M

State of New Jersey Common Pension Fund D18,423

0.0% of portfolio$1.2M

Anchyra Partners LLC16,506

0.2% of portfolio$1.1M

Elevation Point Wealth Partners, LLC15,907

0.0% of portfolio$1.0M

Inspire Investing, LLC15,864

0.0% of portfolio$1.0M

Leibman Financial Services, Inc.15,248

0.7% of portfolio$1.0M

Arizona State Retirement System15,169

0.0% of portfolio$998.0K

TD Private Client Wealth LLC13,605

0.0% of portfolio$895.1K

AMI Asset Management Corp12,702

0.0% of portfolio$835.7K

Perigon Wealth Management, LLC11,324

0.0% of portfolio$745.0K

Prospera Financial Services Inc10,492

0.0% of portfolio$884.0K

Kestra Advisory Services, LLC10,098

0.0% of portfolio$664.3K

Keybank National Association9,897

0.0% of portfolio$651.1K

CenterBook Partners LP9,588

0.0% of portfolio$630.8K

Fifth Third Bancorp9,371

0.0% of portfolio$616.5K

Fulcrum Asset Management LLP9,343

0.0% of portfolio$593.5K

Gerber Kawasaki Wealth & Investment Management9,323

0.0% of portfolio$613.4K

Northside Capital Management, LLC8,718

0.0% of portfolio$573.6K

Imc-Chicago, LLC8,713

0.0% of portfolio$573.2K

Pictet Asset Management Holding SA8,608

0.0% of portfolio$566.3K

ProShare Advisors LLC8,518

0.0% of portfolio$560.4K

Catalyst Capital Advisors LLC8,307

0.0% of portfolio$546.5K

FNY Investment Advisers, LLC7,500

0.0% of portfolio$493

Sumitomo Mitsui Trust Group, Inc.6,970

0.0% of portfolio$458.6K

Xcel Wealth Management, LLC6,588

0.1% of portfolio$433.4K

KRS Capital Management, LLC6,022

0.2% of portfolio$396.2K

Xponance LLC5,864

0.0% of portfolio$385.8K

Davenport & Co LLC5,753

0.0% of portfolio$378.5K

Highline Wealth Partners LLC5,400

0.1% of portfolio$355.3K

Ascent Group, LLC5,029

0.0% of portfolio$330.9K

Strs Ohio5,000

0.0% of portfolio$329.0K

First Bank & Trust4,895

0.0% of portfolio$322.0K

TFB Advisors LLC4,799

0.1% of portfolio$315.7K

Values First Advisors, Inc.4,575

0.1% of portfolio$301.0K

Wealth Enhancement Advisory Services, LLC4,548

0.0% of portfolio$331.7K

MGO One Seven LLC4,363

0.0% of portfolio$287.1K

Diversify Advisory Services, LLC4,164

0.0% of portfolio$317.0K

Diversify Wealth Management, LLC4,164

0.0% of portfolio$317.0K

State of Alaska, Department of Revenue4,155

0.0% of portfolio$273

Marest Capital, LLC3,860

0.1% of portfolio$254.0K

Virginia Retirement Systems ET Al3,600

0.0% of portfolio$236.8K

Avestar Capital, LLC3,350

0.0% of portfolio$220.4K

Swiss Life Asset Management Ltd3,346

0.0% of portfolio$220.1K

Concurrent Investment Advisors, LLC3,319

0.0% of portfolio$218.4K

Commonwealth Equity Services, LLC3,267

0.0% of portfolio$214.9K

Argos Wealth Advisors, LLC3,264

0.1% of portfolio$214.7K

Pension & Wealth Management Advisors, Inc.2,481

0.0% of portfolio$163.2K

DekaBank Deutsche Girozentrale2,198

0.0% of portfolio$143

Larson Financial Group LLC2,149

0.0% of portfolio$141.4K

Sterling Capital Management LLC2,026

0.0% of portfolio$133.3K

Parallel Advisors, LLC1,882

0.0% of portfolio$123.8K

KBC Group NV1,730

0.0% of portfolio$114

Elevation Wealth Partners, LLC1,422

0.0% of portfolio$93.6K

Nisa Investment Advisors, LLC1,139

0.0% of portfolio$74.9K

Pinnacle Wealth Planning Services, Inc.1,071

0.0% of portfolio$70.5K

Daiwa Securities Group Inc.1,043

0.0% of portfolio$68.6K

Root Financial Partners, LLC834

0.0% of portfolio$54.9K

EverSource Wealth Advisors, LLC687

0.0% of portfolio$45.2K

Harbor Investment Advisory, LLC623

0.0% of portfolio$41.0K

Covestor Ltd561

0.0% of portfolio$37

Farther Finance Advisors, LLC526

0.0% of portfolio$34.6K

Heritage Family Offices, LLP501

0.0% of portfolio$33.0K

Canton Hathaway, LLC387

0.0% of portfolio$25.4K

First Horizon Corp354

0.0% of portfolio$23.3K

Gamma Investing LLC319

0.0% of portfolio$21.0K

Toth Financial Advisory Corp300

0.0% of portfolio$19.7K

Byrne Asset Management LLC290

0.0% of portfolio$19.5K

Murphy & Mullick Capital Management Corp250

0.0% of portfolio$16.4K

Entrust Financial LLC233

0.0% of portfolio$15.3K

Financial Consulate, Inc180

0.0% of portfolio$11.8K

Parkside Financial Bank & Trust156

0.0% of portfolio$10.3K

Trellis Wealth Advisors LLC150

0.0% of portfolio$9.9K

Blue Trust, Inc.130

0.0% of portfolio$8.6K

Aspect Partners, LLC118

0.0% of portfolio$7.8K

Bare Financial Services, Inc118

0.0% of portfolio$7.8K

Cape Investment Advisory, Inc.102

0.0% of portfolio$6.7K

Latitude Advisors, LLC100

0.0% of portfolio$6.6K

Versant Capital Management, Inc91

0.0% of portfolio$6.0K

Provenance Wealth Advisors, LLC72

0.0% of portfolio$4.7K

Investment Research & Advisory Group, Inc.72

0.0% of portfolio$4.7K

SBI Securities Co., Ltd.71

0.0% of portfolio$4.7K

Jacobi Capital Management LLC70

0.0% of portfolio$4.6K

GK Wealth Management LLC65

0.0% of portfolio$4.3K

Wolff Wiese Magana LLC62

0.0% of portfolio$4.1K

Rakuten Securities, Inc.60

0.0% of portfolio$3.9K

Acumen Wealth Advisors, LLC59

0.0% of portfolio$3.9K

High Note Wealth, LLC55

0.0% of portfolio$3.6K

IFS Advisors, LLC47

0.0% of portfolio$3.1K

Silver Grove Financial Group, Inc.40

0.0% of portfolio$2.6K

TD Waterhouse Canada Inc.32

0.0% of portfolio$2.2K

Private Wealth Management Group, LLC30

0.0% of portfolio$2.0K

Armstrong Advisory Group, Inc30

0.0% of portfolio$2.0K

Owl Creek Wealth Partners LLC30

0.0% of portfolio$2.0K

Rossby Financial, LCC29

0.0% of portfolio$1.9K

Physician Wealth Advisors, Inc.28

0.0% of portfolio$1.8K

MassMutual Private Wealth & Trust, FSB25

0.0% of portfolio$1.6K

Dhjj Financial Advisors, Ltd.24

0.0% of portfolio$1.6K

Hughes Financial Services, LLC20

0.0% of portfolio$1.6K

IFP Advisors, Inc19

0.0% of portfolio$1.3K

Essential Partners LLC15

0.0% of portfolio$987

Nvwm, LLC15

0.0% of portfolio$987

Burk Holdings LLC14

0.0% of portfolio$921

Planning Strategies Inc.12

0.0% of portfolio$789

Manchester Capital Management LLC11

0.0% of portfolio$724

WPG Advisers, LLC11

0.0% of portfolio$724

SJS Investment Consulting Inc.10

0.0% of portfolio$659

Bell Investment Advisors, Inc9

0.0% of portfolio$593

James T. Borello RIA7

0.0% of portfolio$461

Valley National Advisers Inc6

0.0% of portfolio$395

CoreCap Advisors, LLC5

0.0% of portfolio$329

Private Trust Co NA5

0.0% of portfolio$329

Wilkerson Advisory Group LLC5

0.0% of portfolio$329

				Style	Turnover	Location	Filed
Wasatch Advisors LP	841,640	$55.4M	0.4%	GARP	Medium	Salt Lake City, UT	2026-10-13
TimesSquare Capital Management, LLC	828,003	$54.5M	0.9%	Growth	Medium	New York, NY	2026-11-03
Thoma Bravo, L.P.	700,463	$46.1M	0.5%	Value	Very Low	Chicago, IL	2026-10-26
Principal Financial Group Inc	448,226	$29.5M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Citigroup Inc	331,625	$21.8M	0.0%	Core	Medium	New York, NY	2026-11-04
Bank of New York Mellon Corp	266,434	$17.5M	0.0%	Core	Low	New York, NY	2026-11-05
Oppenheimer & Co Inc	218,518	$14.4M	0.2%	Core	Low	New York, NY	2026-10-26
D.A. Davidson & Co.	205,484	$13.5M	0.1%	Core	Low	Great Falls, MT	2026-10-28
Assetmark, Inc	86,738	$5.7M	0.0%	ETF	Low	Concord, CA	2026-10-21
Dimensional Fund Advisors LP	68,629	$4.5M	0.0%	Index	Low	Austin, TX	2026-11-04
Y-Intercept (Hong Kong) Ltd	67,688	$4.5M	0.1%	Value	Very High	Hong Kong, South Korea	2026-10-16
Allspring Global Investments Holdings, LLC	66,767	$4.5M	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Taylor Frigon Capital Management LLC	45,433	$3.0M	1.5%	Growth	Medium	Scottsdale, AZ	2026-10-23
Moody Aldrich Partners LLC	45,335	$3.0M	0.6%	Value	High	Marblehead, MA	2026-10-27
Truist Financial Corp	41,646	$2.7M	0.0%	Core	Low	Charlotte, NC	2026-10-30
B. Metzler seel. Sohn & Co. AG	38,604	$2.5M	0.0%	Growth	Medium	Frankfurt, Hong Kong	2026-10-30
ABN Amro Investment Solutions	36,982	$2.4M	0.0%	Growth	Low	Paris Cedex 008, India	2026-10-21
Lazari Capital Management, Inc.	35,303	$2.3M	0.7%	Growth	Low	Burbank, CA	2026-10-20
Kazazian Asset Management, LLC	28,500	$1.9M	1.6%	Value	Medium	Fort Lauderdale, FL	2026-11-02
Cambridge Investment Research Advisors, Inc.	27,172	$1.8K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Renaissance Capital LLC	22,613	$1.5M	1.0%	Agg Growth	High	Stamford, CT	2026-10-23
WoodTrust Financial Corp	22,300	$1.5K	0.0%	Core	Low	Wisconsin Rapids, WI	2026-10-09
Oppenheimer Asset Management Inc.	21,685	$1.4M	0.0%	Core	Medium	New York, NY	2026-10-27
Simplex Trading, LLC	21,605	$1.4M	0.0%	Core	Very High	Chicago, IL	2026-11-04
Atria Investments, Inc	20,770	$1.4M	0.0%	Core	Medium	Charlotte, NC	2026-10-15
US Bancorp \de\	20,217	$1.3M	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Baker Avenue Asset Management, LP	20,098	$1.3M	0.0%	Growth	Low	San Francisco, CA	2026-11-06
Temasek Holdings (Private) Ltd	20,067	$1.3M	0.0%	Growth	Low	Singapore, Turkey	2026-10-28
Vontobel Holding Ltd.	18,829	$1.2M	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
State of New Jersey Common Pension Fund D	18,423	$1.2M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Anchyra Partners LLC	16,506	$1.1M	0.2%	Core	Low	Atlanta, GA	2026-10-13
Elevation Point Wealth Partners, LLC	15,907	$1.0M	0.0%	Core	High	Denver, CO	2026-11-05
Inspire Investing, LLC	15,864	$1.0M	0.0%	GARP	High	Meridian, ID	2026-10-22
Leibman Financial Services, Inc.	15,248	$1.0M	0.7%	Value	High	Louisville, NE	2026-10-13
Arizona State Retirement System	15,169	$998.0K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
TD Private Client Wealth LLC	13,605	$895.1K	0.0%	ETF	Low	New York, NY	2026-10-28
AMI Asset Management Corp	12,702	$835.7K	0.0%	Growth	Medium	Los Angeles, CA	2026-10-20
Perigon Wealth Management, LLC	11,324	$745.0K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Prospera Financial Services Inc	10,492	$884.0K	0.0%	Core	Medium	Dallas, TX	2026-11-04
Kestra Advisory Services, LLC	10,098	$664.3K	0.0%	Core	Low	Austin, TX	2026-11-02
Keybank National Association	9,897	$651.1K	0.0%	Core	Low	Brooklyn, OH	2026-11-04
CenterBook Partners LP	9,588	$630.8K	0.0%	Value	Very High	Greenwich, CT	2026-11-02
Fifth Third Bancorp	9,371	$616.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Fulcrum Asset Management LLP	9,343	$593.5K	0.0%	Core	Medium	London, United Kingdom	2026-11-04
Gerber Kawasaki Wealth & Investment Management	9,323	$613.4K	0.0%	ETF	Low	Santa Monica, CA	2026-10-29
Northside Capital Management, LLC	8,718	$573.6K	0.0%	GARP	Low	Hood River, OR	2026-10-13
Imc-Chicago, LLC	8,713	$573.2K	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Pictet Asset Management Holding SA	8,608	$566.3K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
ProShare Advisors LLC	8,518	$560.4K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Catalyst Capital Advisors LLC	8,307	$546.5K	0.0%	ETF	Very Low	San Juan, PR	2026-11-02
FNY Investment Advisers, LLC	7,500	$493	0.0%	Growth	Very High	New York, NY	2026-10-16
Sumitomo Mitsui Trust Group, Inc.	6,970	$458.6K	0.0%	Index	Very Low	Chiyoda-Ku, Tokyo, Mexico	2026-10-29
Xcel Wealth Management, LLC	6,588	$433.4K	0.1%	Core	Medium	Holly Hill, FL	2026-10-26
KRS Capital Management, LLC	6,022	$396.2K	0.2%	Agg Growth	Very Low	Bloomfield, MI	2026-10-16
Xponance LLC	5,864	$385.8K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Davenport & Co LLC	5,753	$378.5K	0.0%	Core	Medium	Richmond, VA	2026-10-14
Highline Wealth Partners LLC	5,400	$355.3K	0.1%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Ascent Group, LLC	5,029	$330.9K	0.0%	Core	Low	Virginia Beach, VA	2026-10-30
Strs Ohio	5,000	$329.0K	0.0%	Core	Medium	Columbus, OH	2026-10-30
First Bank & Trust	4,895	$322.0K	0.0%	Core	Low	Brookings, SD	2026-10-19
TFB Advisors LLC	4,799	$315.7K	0.1%	ETF	Low	Overland Park, KS	2026-11-02
Values First Advisors, Inc.	4,575	$301.0K	0.1%	Core	Medium	Johnson City, TN	2026-10-23
Wealth Enhancement Advisory Services, LLC	4,548	$331.7K	0.0%	Core	Low	Plymouth, MN	2026-10-13
MGO One Seven LLC	4,363	$287.1K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Diversify Advisory Services, LLC	4,164	$317.0K	0.0%	Growth	Low	Sandy, UT	2026-10-20
Diversify Wealth Management, LLC	4,164	$317.0K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
State of Alaska, Department of Revenue	4,155	$273	0.0%	Core	Very Low	Juneau, AK	2026-10-15
Marest Capital, LLC	3,860	$254.0K	0.1%	ETF	Very Low	Encino, CA	2026-10-23
Virginia Retirement Systems ET Al	3,600	$236.8K	0.0%	Core	Medium	Richmond, VA	2026-10-28
Avestar Capital, LLC	3,350	$220.4K	0.0%	Growth	Low	New York, NY	2026-10-28
Swiss Life Asset Management Ltd	3,346	$220.1K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Concurrent Investment Advisors, LLC	3,319	$218.4K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Commonwealth Equity Services, LLC	3,267	$214.9K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Argos Wealth Advisors, LLC	3,264	$214.7K	0.1%	Growth	Low	Sacramento, CA	2026-11-02
Pension & Wealth Management Advisors, Inc.	2,481	$163.2K	0.0%	ETF	Low	Waltham, MA	2026-10-16
DekaBank Deutsche Girozentrale	2,198	$143	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Larson Financial Group LLC	2,149	$141.4K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Sterling Capital Management LLC	2,026	$133.3K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Parallel Advisors, LLC	1,882	$123.8K	0.0%	Index	Low	San Francisco, CA	2026-11-03
KBC Group NV	1,730	$114	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Elevation Wealth Partners, LLC	1,422	$93.6K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Nisa Investment Advisors, LLC	1,139	$74.9K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Pinnacle Wealth Planning Services, Inc.	1,071	$70.5K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Daiwa Securities Group Inc.	1,043	$68.6K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Root Financial Partners, LLC	834	$54.9K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
EverSource Wealth Advisors, LLC	687	$45.2K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Harbor Investment Advisory, LLC	623	$41.0K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
Covestor Ltd	561	$37	0.0%	Value	High	London, United Kingdom	2026-10-30
Farther Finance Advisors, LLC	526	$34.6K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Heritage Family Offices, LLP	501	$33.0K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
Canton Hathaway, LLC	387	$25.4K	0.0%	Value	Low	Providence, RI	2026-10-23
First Horizon Corp	354	$23.3K	0.0%	Core	Low	Memphis, TN	2026-10-26
Gamma Investing LLC	319	$21.0K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Toth Financial Advisory Corp	300	$19.7K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Byrne Asset Management LLC	290	$19.5K	0.0%	Core	Low	Kingston, NJ	2026-10-06
Murphy & Mullick Capital Management Corp	250	$16.4K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
Entrust Financial LLC	233	$15.3K	0.0%	ETF	Low	Wayne, PA	2026-11-04
Financial Consulate, Inc	180	$11.8K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Parkside Financial Bank & Trust	156	$10.3K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Trellis Wealth Advisors LLC	150	$9.9K	0.0%	ETF	Very Low	San Luis Obispo, CA	2026-10-19
Blue Trust, Inc.	130	$8.6K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Aspect Partners, LLC	118	$7.8K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Bare Financial Services, Inc	118	$7.8K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Cape Investment Advisory, Inc.	102	$6.7K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Latitude Advisors, LLC	100	$6.6K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Versant Capital Management, Inc	91	$6.0K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
Provenance Wealth Advisors, LLC	72	$4.7K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Investment Research & Advisory Group, Inc.	72	$4.7K	0.0%	Growth	Very Low	Atlanta, GA	2026-10-19
SBI Securities Co., Ltd.	71	$4.7K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Jacobi Capital Management LLC	70	$4.6K	0.0%	Core	Low	Pittston, PA	2026-11-05
GK Wealth Management LLC	65	$4.3K	0.0%	GARP	Very High	Reno, NV	2026-10-09
Wolff Wiese Magana LLC	62	$4.1K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Rakuten Securities, Inc.	60	$3.9K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Acumen Wealth Advisors, LLC	59	$3.9K	0.0%	Growth	High	Chattanooga, TN	2026-11-05
High Note Wealth, LLC	55	$3.6K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
IFS Advisors, LLC	47	$3.1K	0.0%	ETF	Low	Overland Park, KS	2026-10-14
Silver Grove Financial Group, Inc.	40	$2.6K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
TD Waterhouse Canada Inc.	32	$2.2K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Private Wealth Management Group, LLC	30	$2.0K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Armstrong Advisory Group, Inc	30	$2.0K	0.0%	ETF	High	Needham, MA	2026-10-09
Owl Creek Wealth Partners LLC	30	$2.0K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
Rossby Financial, LCC	29	$1.9K	0.0%	ETF	Medium	Melbourne, FL	2026-11-05
Physician Wealth Advisors, Inc.	28	$1.8K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
MassMutual Private Wealth & Trust, FSB	25	$1.6K	0.0%	Core	Low	Springfield, MA	2026-10-05
Dhjj Financial Advisors, Ltd.	24	$1.6K	0.0%	ETF	Very Low	Naperville, IL	2026-10-23
Hughes Financial Services, LLC	20	$1.6K	0.0%	ETF	Low	Herndon, VA	2026-10-30
IFP Advisors, Inc	19	$1.3K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Essential Partners LLC	15	$987	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Nvwm, LLC	15	$987	0.0%	Growth	Medium	Yardley, PA	2026-10-14
Burk Holdings LLC	14	$921	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Planning Strategies Inc.	12	$789	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Manchester Capital Management LLC	11	$724	0.0%	Core	Low	Manchester, VT	2026-10-22
WPG Advisers, LLC	11	$724	0.0%	Core	Low	Baltimore, MD	2026-10-27
SJS Investment Consulting Inc.	10	$659	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Bell Investment Advisors, Inc	9	$593	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
James T. Borello RIA	7	$461	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Valley National Advisers Inc	6	$395	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
CoreCap Advisors, LLC	5	$329	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Private Trust Co NA	5	$329	0.0%	Core	Low	Cleveland, OH	2026-10-20
Wilkerson Advisory Group LLC	5	$329	0.0%	ETF	Medium	Columbia, MO	2026-10-20