Solstice ADV Materials Inc (SOLS)

CUSIP: 83443Q103 | NYSE | Basic Materials · Specialty Chemicals | Large Cap | 1502 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 Vanguard Portfolio Management LLC	7,924,784	5.0%	Newly reported	Sep 30, 2026	92d ahead of 13F (7,942,655 sh) · −17,871

13G/A Vanguard Portfolio Management LLC

Institutional Holders — Q3 2026

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Dimensional Fund Advisors LP1,590,352

0.0% of portfolio$89.6M

Allspring Global Investments Holdings, LLC1,019,423

0.1% of portfolio$58.1M

Deroy & Devereaux Private Investment Counsel Inc570,114

0.0% of portfolio$32.1K

Principal Financial Group Inc362,418

0.0% of portfolio$20.4M

Copeland Capital Management, LLC344,913

0.4% of portfolio$19.4M

Exchange Traded Concepts, LLC339,067

0.1% of portfolio$19.1M

Citigroup Inc294,592

0.0% of portfolio$16.6M

Private Wealth Partners, LLC233,660

0.9% of portfolio$13.2M

Arnhold LLC188,060

0.8% of portfolio$10.6M

Retirement Systems of Alabama163,841

0.0% of portfolio$9.2M

Covea Finance155,572

0.3% of portfolio$8.8M

New York State Teachers Retirement System140,633

0.0% of portfolio$7.9K

Salem Investment Counselors Inc139,517

0.2% of portfolio$7.9M

Imc-Chicago, LLC129,088

0.0% of portfolio$7.3M

Wilson Asset Management (International) PTY LTD119,762

1.9% of portfolio$6.7M

Prospera Financial Services Inc106,631

0.1% of portfolio$6.5M

Mitsubishi UFJ Asset Management Co., Ltd.97,734

0.0% of portfolio$5.5M

Creative Planning95,451

0.0% of portfolio$5.4M

CenterBook Partners LP91,170

0.2% of portfolio$5.1M

Bank Julius Baer & Co. Ltd, Zurich89,270

0.0% of portfolio$5.0M

Lingotto Investment Management LLP81,400

0.1% of portfolio$4.6M

AGF Management LTD81,323

0.0% of portfolio$4.6M

Y-Intercept (Hong Kong) Ltd80,860

0.1% of portfolio$4.6M

Meyer Handelman Co79,663

0.1% of portfolio$4.5M

Amalgamated Bank76,409

0.0% of portfolio$4.3K

Wilmington Savings Fund Society, FSB63,904

0.1% of portfolio$3.6M

Gateway Investment Advisers LLC60,375

0.0% of portfolio$3.4M

Cambridge Investment Research Advisors, Inc.59,348

0.0% of portfolio$3.3K

Mutual of America Capital Management LLC57,955

0.0% of portfolio$3.3M

Nisa Investment Advisors, LLC56,439

0.0% of portfolio$3.2M

Brookmont Capital Management52,918

1.7% of portfolio$3.0M

Commonwealth Equity Services, LLC51,717

0.0% of portfolio$2.9M

State of New Jersey Common Pension Fund D51,706

0.0% of portfolio$2.9M

Louisiana State Employees Retirement System47,200

0.0% of portfolio$2.7M

Arizona State Retirement System44,759

0.0% of portfolio$2.5M

Yousif Capital Management, LLC43,844

0.0% of portfolio$2.5M

Sheets Smith Wealth Management43,691

0.3% of portfolio$2.5M

PensionDanmark Pensionsforsikringsaktieselskab43,170

0.0% of portfolio$2.4M

Lido Advisors, LLC41,900

0.0% of portfolio$2.4M

Virginia Retirement Systems ET Al41,900

0.0% of portfolio$2.4M

Wealth Enhancement Advisory Services, LLC41,854

0.0% of portfolio$2.2M

Commonwealth of Pennsylvania Public School Empls Retrmt SYS37,916

0.0% of portfolio$2.1M

State of Michigan Retirement System37,300

0.0% of portfolio$2.1M

Premier Fund Managers Ltd37,193

0.0% of portfolio$2.1K

Spectrum Asset Management, Inc. (NB )35,560

0.6% of portfolio$2.0M

Wolverine Asset Management LLC35,452

0.0% of portfolio$2.0M

Xponance LLC33,030

0.0% of portfolio$1.9M

Kestra Advisory Services, LLC33,028

0.0% of portfolio$1.9M

Oregon Public Employees Retirement Fund32,900

0.0% of portfolio$1.9M

Iams Wealth Management, LLC32,030

0.5% of portfolio$1.8M

Pittenger & Anderson Inc31,735

0.1% of portfolio$1.8M

Truist Financial Corp30,484

0.0% of portfolio$1.7M

Advisory Resource Group30,354

0.2% of portfolio$1.7M

Y.D. More Investments Ltd28,110

0.0% of portfolio$1.6M

Bokf, NA27,481

0.0% of portfolio$1.5M

IVC Wealth Advisors LLC26,797

0.6% of portfolio$1.5M

Keybank National Association25,940

0.0% of portfolio$1.5M

Kieckhefer Group LLC25,255

0.6% of portfolio$1.4M

Pinnacle Associates LTD25,214

0.0% of portfolio$1.4M

Pictet Asset Management Holding SA24,573

0.0% of portfolio$1.4M

Concurrent Investment Advisors, LLC24,135

0.0% of portfolio$1.4M

Henshaw Capital LLC24,072

0.0% of portfolio$1.4M

City Holding Co22,862

0.1% of portfolio$1.3M

Stablepoint Partners, LLC22,670

0.2% of portfolio$1.3M

Roffman Miller Associates Inc22,571

0.1% of portfolio$1.3M

Oppenheimer & Co Inc21,476

0.0% of portfolio$1.2M

Castle Rock Wealth Management, LLC20,620

0.2% of portfolio$1.3M

Davenport & Co LLC19,026

0.0% of portfolio$1.1M

Meixler Investment Management, Ltd.18,449

0.6% of portfolio$1.0M

First Nebraska Trust Co18,017

0.1% of portfolio$1.0M

Catalyst Capital Advisors LLC17,693

0.0% of portfolio$996.5K

Eagle Global Advisors LLC17,407

0.0% of portfolio$980.4K

Patten Group, Inc.17,130

0.1% of portfolio$964.8K

Michael J. Porro & Co. Financial Advisors, Inc.16,865

0.6% of portfolio$949.8K

HB Wealth Management, LLC16,827

0.0% of portfolio$942.5K

Wallington Asset Management, LLC16,721

0.1% of portfolio$941.7K

Quantum Private Wealth, LLC15,466

0.2% of portfolio$871.0K

Farther Finance Advisors, LLC15,148

0.0% of portfolio$853.2K

State of Alaska, Department of Revenue15,050

0.0% of portfolio$847

WD Rutherford LLC14,890

0.3% of portfolio$838.6K

First American Bank14,593

0.0% of portfolio$821.9K

ARS Wealth Advisors Group, LLC14,561

0.1% of portfolio$820.0K

Parsons Capital Management Inc14,402

0.0% of portfolio$811.1K

NLB Skladi, upravljanje premozenja, d.o.o.13,981

0.0% of portfolio$787.4K

Bahl & Gaynor LLC13,355

0.0% of portfolio$752.2K

Harbor Capital Advisors, Inc.12,950

0.0% of portfolio$729

Oakmont Investment Advisors, Inc.12,864

0.5% of portfolio$724.5K

Leo Wealth, LLC12,197

0.1% of portfolio$686.9K

Farmers & Merchants Investments Inc12,138

0.0% of portfolio$683.6K

Penobscot Investment Management Company, Inc.12,130

0.0% of portfolio$683.2K

First National Trust Co11,814

0.0% of portfolio$665.4K

Citizens Financial Group Inc10,826

0.0% of portfolio$609.7K

111 Capital10,788

0.1% of portfolio$607.6K

Associated Banc-Corp10,625

0.0% of portfolio$598.4K

Summit Securities Group LLC10,574

0.1% of portfolio$595.5K

First Citizens Bank & Trust Co10,420

0.0% of portfolio$586.9K

Swiss Life Asset Management Ltd10,135

0.0% of portfolio$570.8K

Independent Investors Inc10,129

0.1% of portfolio$570.5K

Werlinich Asset Management, LLC9,375

0.2% of portfolio$528.0K

Baxter Bros Inc9,364

0.1% of portfolio$527.4K

Inspire Investing, LLC9,252

0.0% of portfolio$521.1K

Cohen Klingenstein LLC9,149

0.0% of portfolio$515.3K

Crossmark Global Holdings, Inc.8,836

0.0% of portfolio$497.6K

Ethic Inc.8,740

0.0% of portfolio$492.2K

Kestra Private Wealth Services, LLC8,324

0.0% of portfolio$468.8K

Bryn Mawr Trust Advisors, LLC8,264

0.0% of portfolio$465.4K

IFP Advisors, Inc8,072

0.0% of portfolio$454.6K

Apollon Wealth Management, LLC7,985

0.0% of portfolio$449.7K

Beacon Investment Advisory Services, Inc.7,969

0.0% of portfolio$448.8K

Cherry Creek Investment Advisors, Inc.7,910

0.2% of portfolio$445.5K

D.A. Davidson & Co.7,796

0.0% of portfolio$439.1K

Fideuram Asset Management (Ireland) dac7,716

0.0% of portfolio$451.2K

Heritage Investors Management Corp7,637

0.0% of portfolio$430

Fifth Third Wealth Advisors LLC7,549

0.0% of portfolio$425.2K

Codex Capital Asset Management L.L.C.7,500

0.1% of portfolio$422.4K

Douglas Lane & Associates, LLC7,403

0.0% of portfolio$416.9K

Whitener Capital Management, Inc.7,132

0.1% of portfolio$401.7K

Atria Investments, Inc6,981

0.0% of portfolio$393.2K

Chicago Partners Investment Group LLC6,954

0.0% of portfolio$413.2K

Moran Wealth Management, LLC6,909

0.0% of portfolio$389.1K

Ashurst Perkins Coie Trust Co6,902

0.1% of portfolio$388.6K

Neville Rodie & Shaw Inc6,804

0.0% of portfolio$383

Cascade Investment Group, Inc.6,765

0.2% of portfolio$381.0K

Chesley Taft & Associates LLC6,685

0.0% of portfolio$376.5K

LEE Danner & Bass Inc6,672

0.0% of portfolio$375.8K

Pathway Financial Advisors LLC6,479

0.0% of portfolio$364.9K

Flagship Harbor Advisors, LLC6,462

0.0% of portfolio$364.0K

Choreo, LLC6,338

0.0% of portfolio$357.0K

Parallel Advisors, LLC6,285

0.0% of portfolio$354.0K

Harbor Investment Advisory, LLC6,112

0.0% of portfolio$344.2K

ProShare Advisors LLC6,036

0.0% of portfolio$339.9K

Crescent Sterling, Ltd.6,013

0.3% of portfolio$338.7K

Mitsubishi UFJ Asset Management (UK) Ltd.6,000

0.0% of portfolio$338

Dymon Asia Capital (Singapore) Pte. Ltd.5,900

0.0% of portfolio$332.3K

Searle & Co.5,850

0.1% of portfolio$329.5K

Compagnie Lombard Odier SCmA5,688

0.0% of portfolio$320.3K

Wealthcare Advisory Partners LLC5,577

0.0% of portfolio$314.1K

GAM Holding AG5,544

0.0% of portfolio$312.2K

NorthCrest Asset Manangement, LLC5,540

0.0% of portfolio$333.7K

Home Federal Bank of Tennessee5,536

0.1% of portfolio$311.8K

Vise Technologies, Inc.5,454

0.0% of portfolio$307.2K

Lanark Financial, Inc.5,434

0.0% of portfolio$306.0K

Brighton Jones LLC5,428

0.0% of portfolio$305.7K

Blue Trust, Inc.5,413

0.0% of portfolio$304.9K

Independent Solutions Wealth Management, LLC5,410

0.0% of portfolio$304.7K

International Assets Investment Management, LLC5,373

0.0% of portfolio$306.2K

Wesbanco Bank Inc5,319

0.0% of portfolio$299.6K

Patten & Patten Inc5,288

0.0% of portfolio$297.8K

Oppenheimer Asset Management Inc.5,261

0.0% of portfolio$296.3K

John G Ullman & Associates Inc5,194

0.0% of portfolio$292.5K

CIBC Asset Management Inc5,085

0.0% of portfolio$286.4K

Indivisible Partners5,082

0.0% of portfolio$286.2K

Capital Asset Advisory Services LLC5,070

0.0% of portfolio$298.1K

KBC Group NV4,966

0.0% of portfolio$280

Nicholas Hoffman & Company, Llc.4,904

0.0% of portfolio$276.2K

Sawyer & Company, Inc4,892

0.1% of portfolio$275.5K

North Dakota State Investment Board4,873

0.0% of portfolio$274.4K

Quadrant Capital Group LLC4,869

0.0% of portfolio$296.6K

Daiwa Securities Group Inc.4,683

0.0% of portfolio$263.7K

Greenleaf Trust4,679

0.0% of portfolio$263.5K

Archford Capital Strategies, LLC4,650

0.0% of portfolio$261.9K

Stanley-Laman Group, Ltd.4,620

0.0% of portfolio$260.2K

Trust Point Inc.4,589

0.0% of portfolio$258.5K

MGO One Seven LLC4,540

0.0% of portfolio$255.7K

Daymark Wealth Partners, LLC4,362

0.0% of portfolio$245.6K

Shepherd Financial Partners LLC4,350

0.0% of portfolio$245.0K

Crestwood Advisors Group, LLC4,339

0.0% of portfolio$244.4K

Regions Financial Corp4,328

0.0% of portfolio$243.8K

Williams Jones Wealth Management, Llc.4,324

0.0% of portfolio$243.5K

HCR Wealth Advisors4,317

0.0% of portfolio$243.1K

Golden State Wealth Management, LLC4,292

0.0% of portfolio$241.7K

Folger Nolan Fleming Douglas Capital Management, Inc4,264

0.0% of portfolio$240.1K

Costello Asset Management, Inc4,260

0.1% of portfolio$239.9K

Kanawha Capital Management LLC4,256

0.0% of portfolio$239.7K

Great Waters Wealth Management4,232

0.0% of portfolio$238.4K

Gamma Investing LLC4,210

0.0% of portfolio$237.1K

Perigon Wealth Management, LLC4,195

0.0% of portfolio$236.3K

Aviance Capital Partners, LLC4,023

0.0% of portfolio$226.6K

Ledyard National Bank3,988

0.0% of portfolio$224.6K

Evansbrook LLC3,976

0.1% of portfolio$223.9K

Farmers & Merchants Trust Co of Long Beach3,974

0.0% of portfolio$223.8K

TCI Wealth Advisors, Inc.3,954

0.0% of portfolio$222.7K

Leisure Capital Management3,936

0.1% of portfolio$221.7K

NovaPoint Capital, LLC3,903

0.0% of portfolio$219.8K

HUB Investment Partners, LLC3,836

0.0% of portfolio$216.0K

Avior Wealth Management, LLC3,825

0.0% of portfolio$215.4K

Mission Wealth Management, LP3,824

0.0% of portfolio$215.4K

New York Life Investment Management LLC3,751

0.0% of portfolio$211.3K

Archer Investment Corp3,723

0.0% of portfolio$209.7K

Jacobs & Co3,703

0.0% of portfolio$208

Axiom Investment Management LLC3,683

0.2% of portfolio$207.4K

Avity Investment Management Inc.3,606

0.0% of portfolio$203.1K

TD Waterhouse Canada Inc.3,471

0.0% of portfolio$197.8K

Assetmark, Inc3,135

0.0% of portfolio$176.6K

Montag A & Associates Inc3,008

0.0% of portfolio$169.4K

FNY Investment Advisers, LLC3,000

0.0% of portfolio$168

Toth Financial Advisory Corp2,770

0.0% of portfolio$156.0K

Signaturefd, LLC2,515

0.0% of portfolio$141.7K

Trust Co of Toledo NA2,365

0.0% of portfolio$133.2K

Chilton Capital Management LLC2,238

0.0% of portfolio$126.0K

Elyxium Wealth, LLC2,233

0.0% of portfolio$125.8K

Spirit of America Management Corp2,212

0.0% of portfolio$124.6K

Strs Ohio2,186

0.0% of portfolio$123.1K

1620 Investment Advisors, Inc.2,145

0.1% of portfolio$120.8K

JFS Wealth Advisors, LLC2,067

0.0% of portfolio$116.4K

Brown, Lisle Ings, Inc.2,064

0.0% of portfolio$116.2K

PFS Partners, LLC2,045

0.0% of portfolio$115.2K

MTM Investment Management, LLC1,970

0.0% of portfolio$111.0K

North Star Investment Management Corp.1,945

0.0% of portfolio$109.6K

Tradewinds Capital Management, LLC1,838

0.0% of portfolio$103.5K

Loring Wolcott & Coolidge Fiduciary Advisors LLP1,553

0.0% of portfolio$87.5K

Mather Group, Llc.1,538

0.0% of portfolio$86.6K

Hilltop National Bank1,518

0.0% of portfolio$85.5K

Valley Wealth Managers, Inc.1,473

0.0% of portfolio$83.0K

Laurel Wealth Advisors LLC1,471

0.0% of portfolio$82.8K

Blume Capital Management, Inc.1,466

0.0% of portfolio$82.6K

Kimelman & Baird, LLC1,446

0.0% of portfolio$81.4K

CX Institutional1,421

0.0% of portfolio$80

Asset Dedication, LLC1,419

0.0% of portfolio$79.9K

Madden Securities Corp1,385

0.0% of portfolio$78.0K

Mcdonald Partners LLC1,316

0.0% of portfolio$74.1K

Indiana Trust & Investment Management Co1,307

0.0% of portfolio$73.6K

Private Trust Co NA1,301

0.0% of portfolio$73.3K

Eastern Bank1,274

0.0% of portfolio$71.8K

Provenance Wealth Advisors, LLC1,229

0.0% of portfolio$69.2K

Parkside Financial Bank & Trust1,143

0.0% of portfolio$64.4K

Cassaday & Co Wealth Management LLC1,139

0.0% of portfolio$64.1K

Valley National Advisers Inc1,102

0.0% of portfolio$62.0K

Pinnacle Bancorp, Inc.1,035

0.0% of portfolio$58.3K

GHP Investment Advisors, Inc.995

0.0% of portfolio$56.0K

Bayforest Capital Ltd986

0.1% of portfolio$55.5K

Financial Consulate, Inc963

0.0% of portfolio$54.2K

City State Bank963

0.0% of portfolio$54.2K

Asset Planning,Inc949

0.0% of portfolio$53.5K

Compass Wealth Management LLC934

0.0% of portfolio$52.6K

Versant Capital Management, Inc912

0.0% of portfolio$51.4K

TD Private Client Wealth LLC853

0.0% of portfolio$48.0K

Tower Trust & Investment Co848

0.0% of portfolio$47.7K

EverSource Wealth Advisors, LLC809

0.0% of portfolio$45.6K

DT Investment Partners, LLC809

0.0% of portfolio$45.6K

Tompkins Financial Corp806

0.0% of portfolio$45.4K

Essential Investment Partners LLC771

0.0% of portfolio$43.4K

MassMutual Private Wealth & Trust, FSB730

0.0% of portfolio$41.1K

Financial Perspectives, Inc728

0.0% of portfolio$41.0K

Peoples Financial Services Corp.725

0.0% of portfolio$40.8K

Grove Bank & Trust721

0.0% of portfolio$40.6K

Hartford Financial Management Inc.719

0.0% of portfolio$40.5K

Hazlett, Burt & Watson, Inc.718

0.0% of portfolio$39

Birch Financial Group, LLC713

0.0% of portfolio$40.2K

Armstrong Advisory Group, Inc701

0.0% of portfolio$39.5K

Leonteq Securities AG698

0.0% of portfolio$39.3K

Caldwell Trust Co680

0.0% of portfolio$38.3K

Root Financial Partners, LLC659

0.0% of portfolio$37.1K

Miller Wealth Advisors, LLC650

0.0% of portfolio$36.6K

Manchester Capital Management LLC605

0.0% of portfolio$34.1K

CoreCap Advisors, LLC597

0.0% of portfolio$33.6K

Kingdom Financial Group Llc.562

0.0% of portfolio$31.6K

Owl Creek Wealth Partners LLC559

0.0% of portfolio$31.5K

DiNuzzo Private Wealth, Inc.542

0.0% of portfolio$30.5K

Pathway Financial Advisers, LLC536

0.0% of portfolio$30.2K

Oakworth Capital, Inc.535

0.0% of portfolio$30.1K

Covestor Ltd524

0.0% of portfolio$30

Independence Bank of Kentucky515

0.0% of portfolio$29.0K

V-Square Quantitative Management LLC511

0.0% of portfolio$28.8K

University of Texas S AM Investment Management Co500

0.0% of portfolio$28.2K

Pilgrim Partners Asia Pte Ltd480

0.0% of portfolio$27.0K

Godsey & Gibb, Inc463

0.0% of portfolio$26.1K

Adkins Seale Capital Management LLC457

0.0% of portfolio$25.7K

Cromwell Holdings LLC443

0.0% of portfolio$25.0K

Highline Wealth Partners LLC438

0.0% of portfolio$24.7K

Nemes Rush Group LLC438

0.0% of portfolio$24.7K

Bangor Savings Bank438

0.0% of portfolio$24.7K

First Horizon Corp422

0.0% of portfolio$23.8K

Duncker Streett & Co Inc419

0.0% of portfolio$23.6K

Adirondack Trust Co405

0.0% of portfolio$22.8K

Reap Financial Group, LLC401

0.0% of portfolio$22.6K

Concord Wealth Partners392

0.0% of portfolio$22.1K

Elevated Capital Advisors, LLC386

0.0% of portfolio$21.7K

Quaker Wealth Management, LLC382

0.0% of portfolio$21.5K

Sterling Capital Management LLC379

0.0% of portfolio$21.3K

Hanson & Doremus Investment Management373

0.0% of portfolio$21

Cullen T Bankers, Inc.371

0.0% of portfolio$20.9K

Mirae Asset Global Investments Co., Ltd.369

0.0% of portfolio$20.8K

GGM Financial LLC366

0.0% of portfolio$20.6K

Compass Financial Management LLC350

0.0% of portfolio$19.7K

Barrett & Company, Inc.349

0.0% of portfolio$19.7K

St. Johns Investment Management Company, LLC348

0.0% of portfolio$19.6K

Ascentis Wealth Management, LLC342

0.0% of portfolio$19.3K

Country Trust Bank340

0.0% of portfolio$19.1K

Flagship Wealth Advisors, LLC327

0.0% of portfolio$18.4K

Jnba Financial Advisors320

0.0% of portfolio$18.0K

Trust Co320

0.0% of portfolio$18.0K

Pflug Koory, LLC318

0.0% of portfolio$17.9K

Atwood & Palmer Inc313

0.0% of portfolio$17.6K

SJS Investment Consulting Inc.311

0.0% of portfolio$17.5K

Ascentis Independent Advisors300

0.0% of portfolio$16.9K

Rosenberg Matthew Hamilton297

0.0% of portfolio$16.7K

Roxbury Financial LLC294

0.0% of portfolio$16.6K

Key FInancial Inc291

0.0% of portfolio$16.4K

Thompson Investment Management, Inc.290

0.0% of portfolio$16.3K

Global Trust Asset Management, LLC276

0.0% of portfolio$15.5K

J.Safra Asset Management Corp274

0.0% of portfolio$15.4K

TFC Financial Management, Inc.270

0.0% of portfolio$15.2K

Kelleher Financial Advisors265

0.0% of portfolio$14.9K

Hara Capital LLC257

0.0% of portfolio$14.5K

Montgomery Financial Services LLC256

0.0% of portfolio$14.4K

Elevation Wealth Partners, LLC256

0.0% of portfolio$14.4K

Essential Partners LLC249

0.0% of portfolio$14.0K

Capital Advisors, Ltd. LLC241

0.0% of portfolio$14

Princeton Global Asset Management LLC236

0.0% of portfolio$13.3K

Pacific Center for Financial Services229

0.0% of portfolio$12.9K

Hughes Financial Services, LLC218

0.0% of portfolio$13.6K

William Mack & Associates, Inc.212

0.0% of portfolio$11.9K

True Wealth Design, LLC211

0.0% of portfolio$11.9K

Plante Moran Financial Advisors, LLC205

0.0% of portfolio$11.5K

Kozak & Associates, Inc.203

0.0% of portfolio$12.9K

Curat Global, LLC200

0.0% of portfolio$11.3K

Pinnacle Wealth Planning Services, Inc.197

0.0% of portfolio$11.1K

Silver Grove Financial Group, Inc.193

0.0% of portfolio$10.9K

Lynch Investment Planning, LLC183

0.0% of portfolio$10.3K

High Note Wealth, LLC181

0.0% of portfolio$10.2K

Hurley Capital, LLC178

0.0% of portfolio$10.0K

Rakuten Securities, Inc.169

0.0% of portfolio$9.5K

Richardson Capital Management LLC166

0.0% of portfolio$9.3K

Lodestone Wealth Management LLC166

0.0% of portfolio$9.4K

Quintet Private Bank (Europe) S.A.166

0.0% of portfolio$9.3K

United Community Bank159

0.0% of portfolio$9.0K

Bullock Wealth Management Group159

0.0% of portfolio$9.1K

Hickory Point Bank & Trust152

0.0% of portfolio$8.6K

Center for Financial Planning, Inc.144

0.0% of portfolio$8.1K

Wolff Wiese Magana LLC142

0.0% of portfolio$8.0K

Proathlete Wealth Management LLC140

0.0% of portfolio$7.9K

Private Wealth Management Group, LLC136

0.0% of portfolio$7.7K

Piscataqua Savings Bank134

0.0% of portfolio$7.5K

Atlantic Edge Private Wealth Management, LLC132

0.0% of portfolio$7.4K

Gables Capital Management Inc.130

0.0% of portfolio$7.3K

Fortitude Family Office, LLC127

0.0% of portfolio$7.2K

Hoese & Co LLP125

0.0% of portfolio$7.0K

Harbor Asset Planning, Inc.122

0.0% of portfolio$6.9K

Nfsg Corp122

0.0% of portfolio$6.9K

Physician Wealth Advisors, Inc.121

0.0% of portfolio$6.8K

Financial Management Professionals, Inc.120

0.0% of portfolio$6.8K

Accordant Advisory Group Inc119

0.0% of portfolio$6.7K

Wealth Enhancement Trust Services, Inc.118

0.0% of portfolio$6.6K

Trellis Wealth Advisors LLC117

0.0% of portfolio$6.6K

Horrell Capital Management, Inc.112

0.0% of portfolio$6.3K

Glass Jacobson Investment Advisors llc110

0.0% of portfolio$6.2K

MB, Levis & Associates, LLC104

0.0% of portfolio$5.9K

Bell Investment Advisors, Inc102

0.0% of portfolio$5.7K

Mosley Wealth Management101

0.0% of portfolio$6.1K

Creative Capital Management Investments LLC101

0.0% of portfolio$5.7K

Central Pacific Bank - Trust Division100

0.0% of portfolio$5.6K

Pillar Financial Advisors, LLC99

0.0% of portfolio$5.6K

Salomon & Ludwin, LLC94

0.0% of portfolio$5.3K

Signature Equity Partners, LLC92

0.0% of portfolio$5.2K

Washington Trust Advisors, Inc.92

0.0% of portfolio$5.2K

Mowery & Schoenfeld Wealth Management, LLC91

0.0% of portfolio$5.1K

Bradley & Co. Private Wealth Management, LLC91

0.0% of portfolio$5.1K

Main Street Group, LTD88

0.0% of portfolio$5.0K

Buck Wealth Strategies, LLC88

0.0% of portfolio$5.0K

Bare Financial Services, Inc86

0.0% of portfolio$4.8K

Rydar Equities, Inc.78

0.0% of portfolio$4.7K

MV Capital Management, Inc.78

0.0% of portfolio$4.4K

Ares Financial Consulting, LLC73

0.0% of portfolio$4.1K

Cranbrook Wealth Management, LLC72

0.0% of portfolio$4.1K

Mascoma Wealth Management LLC70

0.0% of portfolio$3.9K

Sarver Vrooman Wealth Advisors68

0.0% of portfolio$3.8K

West Paces Advisors Inc.67

0.0% of portfolio$3.8K

Southern Michigan Bank & Trust66

0.0% of portfolio$3.7K

Wilkerson Advisory Group LLC63

0.0% of portfolio$3.5K

Creative Financial Designs Inc63

0.0% of portfolio$3.5K

Arlington Trust Co LLC62

0.0% of portfolio$3.5K

Hager Investment Management Services, LLC62

0.0% of portfolio$3.5K

Dynamic Wealth Strategies, LLC60

0.0% of portfolio$3.4K

Latitude Advisors, LLC59

0.0% of portfolio$3.3K

Foster Dykema Cabot & Partners, LLC58

0.0% of portfolio$3.3K

Breakwater Investment Management56

0.0% of portfolio$3.2K

Cherry Tree Wealth Management, LLC56

0.0% of portfolio$3.2K

Birchbrook, Inc.55

0.0% of portfolio$3.1K

Align Financial, LLC55

0.0% of portfolio$3.1K

Evermay Wealth Management LLC55

0.0% of portfolio$3.1K

Cape Investment Advisory, Inc.52

0.0% of portfolio$2.9K

Midwest Capital Advisors, LLC51

0.0% of portfolio$2.9K

General Partner, Inc.50

0.0% of portfolio$2.8K

Hoey Investments, Inc49

0.0% of portfolio$2.8K

Triumph Capital Management49

0.0% of portfolio$2.8K

Maseco LLP48

0.0% of portfolio$2.7K

Ameliora Wealth Management Ltd.47

0.0% of portfolio$2.6K

Birchwood Financial Partners, Inc.47

0.0% of portfolio$2.6K

Noble Wealth Management PBC47

0.0% of portfolio$2.6K

Marquette Asset Management, LLC47

0.0% of portfolio$2.6K

First Pacific Financial42

0.0% of portfolio$2.4K

Cdkv Holdings LLC41

0.0% of portfolio$2.3K

Westside Investment Management, Inc.41

0.0% of portfolio$2.3K

Entrust Financial LLC40

0.0% of portfolio$2.3K

Key Capital Management, Inc39

0.0% of portfolio$2.2K

Towne Trust Company, N.a38

0.0% of portfolio$2.1K

Horizon Financial Services, LLC37

0.0% of portfolio$2.1K

Next Level Wealth Planning, LLC37

0.0% of portfolio$2.1K

Quest 10 Wealth Builders, Inc.37

0.0% of portfolio$2.1K

UMB Private Wealth Management, LLC36

0.0% of portfolio$2.0K

First Bancorp, Inc36

0.0% of portfolio$2.0K

Canton Hathaway, LLC36

0.0% of portfolio$2.0K

Thurston, Springer, Miller, Herd & Titak, Inc.35

0.0% of portfolio$2.0K

Bank & Trust Co35

0.0% of portfolio$2.0K

Ulland Investment Advisors, LLC35

0.0% of portfolio$2

Tounjian Advisory Partners, LLC33

0.0% of portfolio$1.9K

Planning Strategies Inc.32

0.0% of portfolio$1.8K

Hilton Head Capital Partners, LLC32

0.0% of portfolio$1.8K

Avion Wealth32

0.0% of portfolio$1

SRH Advisors, LLC31

0.0% of portfolio$1.7K

Holos Integrated Wealth LLC31

0.0% of portfolio$1.9K

First Premier Bank31

0.0% of portfolio$2

Downshift Financial, LLC30

0.0% of portfolio$1.7K

Fairway Wealth LLC28

0.0% of portfolio$1.6K

Mainstream Capital Management LLC27

0.0% of portfolio$1.5K

Moisand Fitzgerald Tamayo, LLC27

0.0% of portfolio$1.5K

American Capital Advisory, LLC27

0.0% of portfolio$1.5K

Smallwood Wealth Investment Management, LLC26

0.0% of portfolio$1.5K

Tsfg, LLC25

0.0% of portfolio$1

Pension & Wealth Management Advisors, Inc.22

0.0% of portfolio$1.2K

Burk Holdings LLC22

0.0% of portfolio$1.2K

Fairscale Capital, LLC20

0.0% of portfolio$1.2K

Sfam, LLC20

0.0% of portfolio$1.1K

Heritage Family Offices, LLP20

0.0% of portfolio$1.1K

WPG Advisers, LLC20

0.0% of portfolio$1.1K

Halbert Hargrove Global Advisors, LLC18

0.0% of portfolio$1.0K

Balance Wealth Partners LLC16

0.0% of portfolio$925

Bay Harbor Wealth Management, LLC16

0.0% of portfolio$901

Markowski Investments14

0.0% of portfolio$788

Fairman Group, LLC13

0.0% of portfolio$732

Albion Financial Group13

0.0% of portfolio$733

Mechanics Financial Corp12

0.0% of portfolio$676

DecisionPoint Financial, LLC12

0.0% of portfolio$684

Bfsg, LLC11

0.0% of portfolio$620

Virginia Estate & Retirement Planning Advisors Inc.11

0.0% of portfolio$620

Marshall & Sterling Wealth Advisors Inc.11

0.0% of portfolio$621

Clark Wealth Partners10

0.0% of portfolio$564

Abound Wealth Management10

0.0% of portfolio$564

Redwood Park Advisors LLC10

0.0% of portfolio$565

Cedar Mountain Advisors, LLC7

0.0% of portfolio$394

Guardian Partners Inc.7

0.0% of portfolio$394

Arcadia Investment Advisors LLC5

0.0% of portfolio$282

Olistico Wealth, LLC5

0.0% of portfolio$282

Phillip James Consulting Co.5

0.0% of portfolio$282

Community Financial Services Group, LLC5

0.0% of portfolio$285

Cornerstone National Bank & Trust Co5

0.0% of portfolio$285

Harel Insurance Investments & Financial Services Ltd.4

0.0% of portfolio$0

Bank of New Hampshire4

0.0% of portfolio$225

Monetary Solutions, Ltd3

0.0% of portfolio$169

Gen-Wealth Partners Inc3

0.0% of portfolio$169

Granite FO LLC3

0.0% of portfolio$169

New England Capital Financial Advisors LLC3

0.0% of portfolio$169

Advocate Investing Services LLC2

0.0% of portfolio$113

Torren Management, LLC2

0.0% of portfolio$113

Nvwm, LLC1

0.0% of portfolio$56

James T. Borello RIA1

0.0% of portfolio$56

Maryland Capital Advisors Inc.1

0.0% of portfolio$57

				Style	Turnover	Location	Filed
Dimensional Fund Advisors LP	1,590,352	$89.6M	0.0%	Index	Low	Austin, TX	2026-11-04
Allspring Global Investments Holdings, LLC	1,019,423	$58.1M	0.1%	Core	Medium	Charlotte, NC	2026-11-04
Deroy & Devereaux Private Investment Counsel Inc	570,114	$32.1K	0.0%	Value	Medium	Bloomfield Hills, MI	2026-10-26
Principal Financial Group Inc	362,418	$20.4M	0.0%	Core	Low	Des Moines, IA	2026-11-02
Copeland Capital Management, LLC	344,913	$19.4M	0.4%	Value	Medium	Conshohocken, PA	2026-10-13
Exchange Traded Concepts, LLC	339,067	$19.1M	0.1%	Growth	Medium	Oklahoma City, OK	2026-10-28
Citigroup Inc	294,592	$16.6M	0.0%	Core	Medium	New York, NY	2026-11-04
Private Wealth Partners, LLC	233,660	$13.2M	0.9%	Growth	Low	Mill Valley, CA	2026-10-22
Arnhold LLC	188,060	$10.6M	0.8%	GARP	Low	New York, NY	2026-10-26
Retirement Systems of Alabama	163,841	$9.2M	0.0%	Index	Low	Montgomery, AL	2026-11-04
Covea Finance	155,572	$8.8M	0.3%	Growth	Medium	Paris, India	2026-10-21
New York State Teachers Retirement System	140,633	$7.9K	0.0%	Core	Very Low	Albany, NY	2026-10-22
Salem Investment Counselors Inc	139,517	$7.9M	0.2%	Growth	Very Low	Winston-Salem, NC	2026-10-13
Imc-Chicago, LLC	129,088	$7.3M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Wilson Asset Management (International) PTY LTD	119,762	$6.7M	1.9%	Core	High	Sydney, China	2026-10-26
Prospera Financial Services Inc	106,631	$6.5M	0.1%	Core	Medium	Dallas, TX	2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.	97,734	$5.5M	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
Creative Planning	95,451	$5.4M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
CenterBook Partners LP	91,170	$5.1M	0.2%	Value	Very High	Greenwich, CT	2026-11-02
Bank Julius Baer & Co. Ltd, Zurich	89,270	$5.0M	0.0%	Growth	Medium	Zurich, Switzerland	2026-10-29
Lingotto Investment Management LLP	81,400	$4.6M	0.1%	Deep Value	Medium	London, United Kingdom	2026-10-27
AGF Management LTD	81,323	$4.6M	0.0%	Growth	High	Toronto, Australia	2026-11-03
Y-Intercept (Hong Kong) Ltd	80,860	$4.6M	0.1%	Value	Very High	Hong Kong, South Korea	2026-10-16
Meyer Handelman Co	79,663	$4.5M	0.1%	Core	Low	Rye Brook, NY	2026-10-28
Amalgamated Bank	76,409	$4.3K	0.0%	Core	Very Low	New York, NY	2026-10-23
Wilmington Savings Fund Society, FSB	63,904	$3.6M	0.1%	Core	Low	Wilmington, DE	2026-10-23
Gateway Investment Advisers LLC	60,375	$3.4M	0.0%	Growth	Low	Cincinnati, OH	2026-10-13
Cambridge Investment Research Advisors, Inc.	59,348	$3.3K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Mutual of America Capital Management LLC	57,955	$3.3M	0.0%	Index	Low	New York, NY	2026-10-23
Nisa Investment Advisors, LLC	56,439	$3.2M	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Brookmont Capital Management	52,918	$3.0M	1.7%	Value	Low	Dallas, TX	2026-10-23
Commonwealth Equity Services, LLC	51,717	$2.9M	0.0%	ETF	Low	Waltham, MA	2026-11-02
State of New Jersey Common Pension Fund D	51,706	$2.9M	0.0%	Core	Low	Trenton, NJ	2026-11-05
Louisiana State Employees Retirement System	47,200	$2.7M	0.0%	Index	Low	Baton Rouge, LA	2026-10-20
Arizona State Retirement System	44,759	$2.5M	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
Yousif Capital Management, LLC	43,844	$2.5M	0.0%	Index	Very Low	Bloomfield Hills, MI	2026-10-22
Sheets Smith Wealth Management	43,691	$2.5M	0.3%	Core	Low	Winston-Salem, NC	2026-10-16
PensionDanmark Pensionsforsikringsaktieselskab	43,170	$2.4M	0.0%	Index	Low	Copenhagen O, Greece	2026-10-19
Lido Advisors, LLC	41,900	$2.4M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
Virginia Retirement Systems ET Al	41,900	$2.4M	0.0%	Core	Medium	Richmond, VA	2026-10-28
Wealth Enhancement Advisory Services, LLC	41,854	$2.2M	0.0%	Core	Low	Plymouth, MN	2026-10-13
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	37,916	$2.1M	0.0%	Core	Low	Harrisburg, PA	2026-11-03
State of Michigan Retirement System	37,300	$2.1M	0.0%	Index	Low	East Lansing, MI	2026-10-27
Premier Fund Managers Ltd	37,193	$2.1K	0.0%	Momentum	Medium	London, United Kingdom	2026-11-02
Spectrum Asset Management, Inc. (NB )	35,560	$2.0M	0.6%	Core	Medium	Newport Beach, CA	2026-10-19
Wolverine Asset Management LLC	35,452	$2.0M	0.0%	Deep Value	Very High	Chicago, IL	2026-11-02
Xponance LLC	33,030	$1.9M	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Kestra Advisory Services, LLC	33,028	$1.9M	0.0%	Core	Low	Austin, TX	2026-11-02
Oregon Public Employees Retirement Fund	32,900	$1.9M	0.0%	Index	Very Low	Tigard, OR	2026-10-30
Iams Wealth Management, LLC	32,030	$1.8M	0.5%	Core	Medium	Omaha, NE	2026-10-15
Pittenger & Anderson Inc	31,735	$1.8M	0.1%	Core	Low	Lincoln, NE	2026-11-02
Truist Financial Corp	30,484	$1.7M	0.0%	Core	Low	Charlotte, NC	2026-10-30
Advisory Resource Group	30,354	$1.7M	0.2%	GARP	Medium	Tulsa, OK	2026-10-26
Y.D. More Investments Ltd	28,110	$1.6M	0.0%	Agg Growth	Medium	Ramat Gan, Luxembourg	2026-11-02
Bokf, NA	27,481	$1.5M	0.0%	Core	Low	Tulsa, OK	2026-10-27
IVC Wealth Advisors LLC	26,797	$1.5M	0.6%	Growth	Low	Silverdale, PA	2026-10-23
Keybank National Association	25,940	$1.5M	0.0%	Core	Low	Brooklyn, OH	2026-11-04
Kieckhefer Group LLC	25,255	$1.4M	0.6%	Agg Growth	Low	Mequon, WI	2026-10-13
Pinnacle Associates LTD	25,214	$1.4M	0.0%	Core	Low	New York, NY	2026-10-20
Pictet Asset Management Holding SA	24,573	$1.4M	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
Concurrent Investment Advisors, LLC	24,135	$1.4M	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Henshaw Capital LLC	24,072	$1.4M	0.0%	Growth	Very Low	Woburn, MA	2026-11-03
City Holding Co	22,862	$1.3M	0.1%	Core	Low	Charleston, WV	2026-10-19
Stablepoint Partners, LLC	22,670	$1.3M	0.2%	Core	Low	Braintree, MA	2026-11-03
Roffman Miller Associates Inc	22,571	$1.3M	0.1%	Core	Very Low	Philadelphia, PA	2026-10-19
Oppenheimer & Co Inc	21,476	$1.2M	0.0%	Core	Low	New York, NY	2026-10-26
Castle Rock Wealth Management, LLC	20,620	$1.3M	0.2%	Growth	Medium	Walnut Creek, CA	2026-10-09
Davenport & Co LLC	19,026	$1.1M	0.0%	Core	Medium	Richmond, VA	2026-10-14
Meixler Investment Management, Ltd.	18,449	$1.0M	0.6%	Yield	Medium	Show Low, AZ	2026-11-03
First Nebraska Trust Co	18,017	$1.0M	0.1%	Core	Very Low	Lincoln, NE	2026-10-30
Catalyst Capital Advisors LLC	17,693	$996.5K	0.0%	ETF	Very Low	San Juan, PR	2026-11-02
Eagle Global Advisors LLC	17,407	$980.4K	0.0%	Core	Low	Houston, TX	2026-11-02
Patten Group, Inc.	17,130	$964.8K	0.1%	Core	Low	Chattanooga, TN	2026-10-26
Michael J. Porro & Co. Financial Advisors, Inc.	16,865	$949.8K	0.6%	Growth	Low	Old Tappan, NJ	2026-10-16
HB Wealth Management, LLC	16,827	$942.5K	0.0%	Index	Very Low	Atlanta, GA	2026-10-23
Wallington Asset Management, LLC	16,721	$941.7K	0.1%	Core	Very Low	Indianapolis, IN	2026-11-04
Quantum Private Wealth, LLC	15,466	$871.0K	0.2%	Growth	Low	Tampa, FL	2026-10-20
Farther Finance Advisors, LLC	15,148	$853.2K	0.0%	Index	Low	San Francisco, CA	2026-10-08
State of Alaska, Department of Revenue	15,050	$847	0.0%	Core	Very Low	Juneau, AK	2026-10-15
WD Rutherford LLC	14,890	$838.6K	0.3%	Momentum	Medium	Portland, OR	2026-10-26
First American Bank	14,593	$821.9K	0.0%	Growth	Very Low	Dundee, IL	2026-10-27
ARS Wealth Advisors Group, LLC	14,561	$820.0K	0.1%	Core	Low	St. Petersburg, FL	2026-10-16
Parsons Capital Management Inc	14,402	$811.1K	0.0%	Core	Low	Providence, RI	2026-10-28
NLB Skladi, upravljanje premozenja, d.o.o.	13,981	$787.4K	0.0%	Growth	Low	Ljubljana, Andorra	2026-10-22
Bahl & Gaynor LLC	13,355	$752.2K	0.0%	Core	Low	Cincinnati, OH	2026-11-05
Harbor Capital Advisors, Inc.	12,950	$729	0.0%	Value	High	Chicago, IL	2026-10-22
Oakmont Investment Advisors, Inc.	12,864	$724.5K	0.5%	Growth	Medium	Pittsburgh, PA	2026-10-21
Leo Wealth, LLC	12,197	$686.9K	0.1%	Core	Low	Hurst, TX	2026-10-26
Farmers & Merchants Investments Inc	12,138	$683.6K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
Penobscot Investment Management Company, Inc.	12,130	$683.2K	0.0%	Growth	Low	Boston, MA	2026-10-26
First National Trust Co	11,814	$665.4K	0.0%	Growth	Low	Johnstown, PA	2026-10-28
Citizens Financial Group Inc	10,826	$609.7K	0.0%	Growth	Low	Providence, RI	2026-10-23
111 Capital	10,788	$607.6K	0.1%	Core	Very High	Paris, India	2026-11-03
Associated Banc-Corp	10,625	$598.4K	0.0%	Core	Low	Green Bay, WI	2026-10-30
Summit Securities Group LLC	10,574	$595.5K	0.1%	Core	Very High	New York, NY	2026-11-05
First Citizens Bank & Trust Co	10,420	$586.9K	0.0%	Core	Medium	Raleigh, NC	2026-10-14
Swiss Life Asset Management Ltd	10,135	$570.8K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
Independent Investors Inc	10,129	$570.5K	0.1%	Growth	Very Low	Nesconset, NY	2026-10-30
Werlinich Asset Management, LLC	9,375	$528.0K	0.2%	Growth	Very Low	Stamford, CT	2026-10-09
Baxter Bros Inc	9,364	$527.4K	0.1%	Core	Low	Riverside, CT	2026-11-04
Inspire Investing, LLC	9,252	$521.1K	0.0%	GARP	High	Meridian, ID	2026-10-22
Cohen Klingenstein LLC	9,149	$515.3K	0.0%	Core	Very Low	New York, NY	2026-10-15
Crossmark Global Holdings, Inc.	8,836	$497.6K	0.0%	GARP	Medium	Houston, TX	2026-10-21
Ethic Inc.	8,740	$492.2K	0.0%	Core	Low	New York, NY	2026-11-03
Kestra Private Wealth Services, LLC	8,324	$468.8K	0.0%	Growth	Low	Austin, TX	2026-10-30
Bryn Mawr Trust Advisors, LLC	8,264	$465.4K	0.0%	Core	Low	Philadelphia, PA	2026-11-04
IFP Advisors, Inc	8,072	$454.6K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Apollon Wealth Management, LLC	7,985	$449.7K	0.0%	Growth	Low	Mount Pleasant, SC	2026-10-23
Beacon Investment Advisory Services, Inc.	7,969	$448.8K	0.0%	Growth	Low	Morristown, NJ	2026-10-13
Cherry Creek Investment Advisors, Inc.	7,910	$445.5K	0.2%	Growth	Low	Englewood, CO	2026-10-14
D.A. Davidson & Co.	7,796	$439.1K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Fideuram Asset Management (Ireland) dac	7,716	$451.2K	0.0%	Core	High	Dublin 1, Lithuania	2026-10-29
Heritage Investors Management Corp	7,637	$430	0.0%	Core	Very Low	Bethesda, MD	2026-10-29
Fifth Third Wealth Advisors LLC	7,549	$425.2K	0.0%	Index	Very Low	Cincinnati, OH	2026-10-22
Codex Capital Asset Management L.L.C.	7,500	$422.4K	0.1%	Growth	Low	Dallas, TX	2026-10-30
Douglas Lane & Associates, LLC	7,403	$416.9K	0.0%	Value	Low	New York, NY	2026-10-09
Whitener Capital Management, Inc.	7,132	$401.7K	0.1%	Core	Very Low	Rocky Mount, NC	2026-10-15
Atria Investments, Inc	6,981	$393.2K	0.0%	Core	Medium	Charlotte, NC	2026-10-15
Chicago Partners Investment Group LLC	6,954	$413.2K	0.0%	GARP	Low	Chicago, IL	2026-10-27
Moran Wealth Management, LLC	6,909	$389.1K	0.0%	Core	Medium	Naples, FL	2026-10-22
Ashurst Perkins Coie Trust Co	6,902	$388.6K	0.1%	Core	Very Low	Seattle, WA	2026-10-15
Neville Rodie & Shaw Inc	6,804	$383	0.0%	Growth	Low	New York, NY	2026-10-05
Cascade Investment Group, Inc.	6,765	$381.0K	0.2%	Core	Low	Colorado Springs, CO	2026-10-13
Chesley Taft & Associates LLC	6,685	$376.5K	0.0%	Core	Low	Chicago, IL	2026-10-13
LEE Danner & Bass Inc	6,672	$375.8K	0.0%	Value	Very Low	Nashville, TN	2026-10-27
Pathway Financial Advisors LLC	6,479	$364.9K	0.0%	ETF	Low	South Burlington, VT	2026-10-07
Flagship Harbor Advisors, LLC	6,462	$364.0K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Choreo, LLC	6,338	$357.0K	0.0%	Index	Low	Rockford, IL	2026-10-28
Parallel Advisors, LLC	6,285	$354.0K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Harbor Investment Advisory, LLC	6,112	$344.2K	0.0%	Growth	Low	Lutherville, MD	2026-10-13
ProShare Advisors LLC	6,036	$339.9K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Crescent Sterling, Ltd.	6,013	$338.7K	0.3%	Core	Low	Metairie, LA	2026-10-16
Mitsubishi UFJ Asset Management (UK) Ltd.	6,000	$338	0.0%	Core	High	London, United Kingdom	2026-10-22
Dymon Asia Capital (Singapore) Pte. Ltd.	5,900	$332.3K	0.0%	GARP	Very High	Singapore, Turkey	2026-11-04
Searle & Co.	5,850	$329.5K	0.1%	Core	Low	Greenwich, CT	2026-11-04
Compagnie Lombard Odier SCmA	5,688	$320.3K	0.0%	Growth	Medium	1204 Geneva, Switzerland	2026-11-04
Wealthcare Advisory Partners LLC	5,577	$314.1K	0.0%	ETF	Low	West Chester, PA	2026-10-21
GAM Holding AG	5,544	$312.2K	0.0%	Core	Medium	Zurich, Switzerland	2026-11-03
NorthCrest Asset Manangement, LLC	5,540	$333.7K	0.0%	Growth	Low	Plymouth, MN	2026-10-13
Home Federal Bank of Tennessee	5,536	$311.8K	0.1%	ETF	Very Low	Knoxville, TN	2026-10-15
Vise Technologies, Inc.	5,454	$307.2K	0.0%	Index	Low	New York, NY	2026-10-29
Lanark Financial, Inc.	5,434	$306.0K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Brighton Jones LLC	5,428	$305.7K	0.0%	Core	Very Low	Seattle, WA	2026-11-03
Blue Trust, Inc.	5,413	$304.9K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Independent Solutions Wealth Management, LLC	5,410	$304.7K	0.0%	Growth	Low	Williamsville, NY	2026-10-28
International Assets Investment Management, LLC	5,373	$306.2K	0.0%	Core	Very High	Orlando, FL	2026-11-02
Wesbanco Bank Inc	5,319	$299.6K	0.0%	Core	Low	Wheeling, WV	2026-11-04
Patten & Patten Inc	5,288	$297.8K	0.0%	Core	Low	Chattanooga, TN	2026-10-26
Oppenheimer Asset Management Inc.	5,261	$296.3K	0.0%	Core	Medium	New York, NY	2026-10-27
John G Ullman & Associates Inc	5,194	$292.5K	0.0%	Core	Low	Corning, NY	2026-11-04
CIBC Asset Management Inc	5,085	$286.4K	0.0%	GARP	Low	Toronto, South Africa	2026-11-05
Indivisible Partners	5,082	$286.2K	0.0%	Growth	Medium	Clearwater, FL	2026-10-26
Capital Asset Advisory Services LLC	5,070	$298.1K	0.0%	ETF	Low	Williamston, MI	2026-10-30
KBC Group NV	4,966	$280	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Nicholas Hoffman & Company, Llc.	4,904	$276.2K	0.0%	ETF	Very Low	Atlanta, GA	2026-10-30
Sawyer & Company, Inc	4,892	$275.5K	0.1%	Growth	Low	Boston, MA	2026-10-21
North Dakota State Investment Board	4,873	$274.4K	0.0%	Growth	Medium	Bismarck, ND	2026-10-27
Quadrant Capital Group LLC	4,869	$296.6K	0.0%	Core	Low	Cincinnati, OH	2026-10-20
Daiwa Securities Group Inc.	4,683	$263.7K	0.0%	Growth	Medium	Chiyoda-Ku,Tokyo, Mexico	2026-10-29
Greenleaf Trust	4,679	$263.5K	0.0%	Core	Low	Kalamazoo, MI	2026-10-29
Archford Capital Strategies, LLC	4,650	$261.9K	0.0%	Growth	Medium	Swansea, IL	2026-10-19
Stanley-Laman Group, Ltd.	4,620	$260.2K	0.0%	Growth	Medium	Berwyn, PA	2026-10-20
Trust Point Inc.	4,589	$258.5K	0.0%	Core	Medium	La Crosse, WI	2026-10-27
MGO One Seven LLC	4,540	$255.7K	0.0%	Growth	Low	Beachwood, OH	2026-10-28
Daymark Wealth Partners, LLC	4,362	$245.6K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Shepherd Financial Partners LLC	4,350	$245.0K	0.0%	ETF	Low	Winchester, MA	2026-11-03
Crestwood Advisors Group, LLC	4,339	$244.4K	0.0%	Growth	Low	Boston, MA	2026-10-27
Regions Financial Corp	4,328	$243.8K	0.0%	Core	Low	Birmingham, AL	2026-11-05
Williams Jones Wealth Management, Llc.	4,324	$243.5K	0.0%	Growth	Low	New York, NY	2026-11-05
HCR Wealth Advisors	4,317	$243.1K	0.0%	Growth	Low	Los Angeles, CA	2026-10-15
Golden State Wealth Management, LLC	4,292	$241.7K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
Folger Nolan Fleming Douglas Capital Management, Inc	4,264	$240.1K	0.0%	Core	Low	Washington, DC	2026-10-13
Costello Asset Management, Inc	4,260	$239.9K	0.1%	Core	Low	Feasterville, PA	2026-10-30
Kanawha Capital Management LLC	4,256	$239.7K	0.0%	Core	Very Low	Richmond, VA	2026-10-19
Great Waters Wealth Management	4,232	$238.4K	0.0%	ETF	Very Low	Shoreview, MN	2026-10-07
Gamma Investing LLC	4,210	$237.1K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Perigon Wealth Management, LLC	4,195	$236.3K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Aviance Capital Partners, LLC	4,023	$226.6K	0.0%	Core	Low	Naples, FL	2026-10-29
Ledyard National Bank	3,988	$224.6K	0.0%	Core	Low	Hanover, NH	2026-10-21
Evansbrook LLC	3,976	$223.9K	0.1%	Growth	Low	Bolingbrook, IL	2026-10-16
Farmers & Merchants Trust Co of Long Beach	3,974	$223.8K	0.0%	Core	Very Low	Long Beach, CA	2026-10-22
TCI Wealth Advisors, Inc.	3,954	$222.7K	0.0%	ETF	Low	Tucson, AZ	2026-10-30
Leisure Capital Management	3,936	$221.7K	0.1%	Core	Low	Costa Mesa, CA	2026-11-03
NovaPoint Capital, LLC	3,903	$219.8K	0.0%	Core	Low	Atlanta, GA	2026-10-22
HUB Investment Partners, LLC	3,836	$216.0K	0.0%	Growth	Low	Austin, TX	2026-11-03
Avior Wealth Management, LLC	3,825	$215.4K	0.0%	ETF	Medium	Omaha, NE	2026-10-13
Mission Wealth Management, LP	3,824	$215.4K	0.0%	ETF	Low	Santa Barbara, CA	2026-10-15
New York Life Investment Management LLC	3,751	$211.3K	0.0%	Growth	Low	New York, NY	2026-11-04
Archer Investment Corp	3,723	$209.7K	0.0%	Core	Medium	Carmel, IN	2026-11-05
Jacobs & Co	3,703	$208	0.0%	Growth	Low	San Francisco, CA	2026-10-09
Axiom Investment Management LLC	3,683	$207.4K	0.2%	Core	N/A	New York, NY	2026-11-03
Avity Investment Management Inc.	3,606	$203.1K	0.0%	Growth	Low	Greenwich, CT	2026-10-09
TD Waterhouse Canada Inc.	3,471	$197.8K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Assetmark, Inc	3,135	$176.6K	0.0%	ETF	Low	Concord, CA	2026-10-21
Montag A & Associates Inc	3,008	$169.4K	0.0%	Core	Low	Atlanta, GA	2026-10-29
FNY Investment Advisers, LLC	3,000	$168	0.0%	Growth	Very High	New York, NY	2026-10-16
Toth Financial Advisory Corp	2,770	$156.0K	0.0%	Core	Low	Leesburg, VA	2026-10-08
Signaturefd, LLC	2,515	$141.7K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Trust Co of Toledo NA	2,365	$133.2K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Chilton Capital Management LLC	2,238	$126.0K	0.0%	Growth	Medium	Houston, TX	2026-10-28
Elyxium Wealth, LLC	2,233	$125.8K	0.0%	Growth	Very Low	Beverly Hills, CA	2026-10-27
Spirit of America Management Corp	2,212	$124.6K	0.0%	GARP	Low	Syosset, NY	2026-10-14
Strs Ohio	2,186	$123.1K	0.0%	Core	Medium	Columbus, OH	2026-10-30
1620 Investment Advisors, Inc.	2,145	$120.8K	0.1%	Value	Low	Plymouth, MA	2026-11-04
JFS Wealth Advisors, LLC	2,067	$116.4K	0.0%	ETF	Very Low	Hermitage, PA	2026-11-03
Brown, Lisle Ings, Inc.	2,064	$116.2K	0.0%	Core	Very Low	Providence, RI	2026-10-16
PFS Partners, LLC	2,045	$115.2K	0.0%	ETF	Very Low	Mine Hill, NJ	2026-10-21
MTM Investment Management, LLC	1,970	$111.0K	0.0%	Core	Very Low	Spartanburg, SC	2026-10-30
North Star Investment Management Corp.	1,945	$109.6K	0.0%	Core	Low	Chicago, IL	2026-10-27
Tradewinds Capital Management, LLC	1,838	$103.5K	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Loring Wolcott & Coolidge Fiduciary Advisors LLP	1,553	$87.5K	0.0%	Growth	Very Low	Boston, MA	2026-10-23
Mather Group, Llc.	1,538	$86.6K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Hilltop National Bank	1,518	$85.5K	0.0%	Core	Low	Casper, WY	2026-10-14
Valley Wealth Managers, Inc.	1,473	$83.0K	0.0%	GARP	Medium	Paramus, NJ	2026-10-09
Laurel Wealth Advisors LLC	1,471	$82.8K	0.0%	Core	Very Low	Charlotte, NC	2026-10-27
Blume Capital Management, Inc.	1,466	$82.6K	0.0%	Core	Medium	Berkeley, CA	2026-10-26
Kimelman & Baird, LLC	1,446	$81.4K	0.0%	Core	Low	New York, NY	2026-11-03
CX Institutional	1,421	$80	0.0%	Core	Medium	Auburn, IN	2026-10-02
Asset Dedication, LLC	1,419	$79.9K	0.0%	ETF	Low	San Francisco, CA	2026-11-03
Madden Securities Corp	1,385	$78.0K	0.0%	Growth	Medium	Dallas, TX	2026-10-27
Mcdonald Partners LLC	1,316	$74.1K	0.0%	Core	Low	Cleveland, OH	2026-11-03
Indiana Trust & Investment Management Co	1,307	$73.6K	0.0%	Growth	Low	Mishawaka, IN	2026-10-22
Private Trust Co NA	1,301	$73.3K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Eastern Bank	1,274	$71.8K	0.0%	Growth	Medium	Boston, MA	2026-10-05
Provenance Wealth Advisors, LLC	1,229	$69.2K	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Parkside Financial Bank & Trust	1,143	$64.4K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Cassaday & Co Wealth Management LLC	1,139	$64.1K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Valley National Advisers Inc	1,102	$62.0K	0.0%	ETF	Low	Bethlehem, PA	2026-10-23
Pinnacle Bancorp, Inc.	1,035	$58.3K	0.0%	Core	Very Low	Beatrice, NE	2026-10-21
GHP Investment Advisors, Inc.	995	$56.0K	0.0%	Core	Very Low	Denver, CO	2026-10-15
Bayforest Capital Ltd	986	$55.5K	0.1%	Deep Value	Very High	London, United Kingdom	2026-11-03
Financial Consulate, Inc	963	$54.2K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
City State Bank	963	$54.2K	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Asset Planning,Inc	949	$53.5K	0.0%	Core	Very Low	Los Alamitos, CA	2026-10-26
Compass Wealth Management LLC	934	$52.6K	0.0%	GARP	Low	Guilford, CT	2026-10-22
Versant Capital Management, Inc	912	$51.4K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
TD Private Client Wealth LLC	853	$48.0K	0.0%	ETF	Low	New York, NY	2026-10-28
Tower Trust & Investment Co	848	$47.7K	0.0%	Growth	Low	Davenport, IA	2026-10-28
EverSource Wealth Advisors, LLC	809	$45.6K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
DT Investment Partners, LLC	809	$45.6K	0.0%	ETF	Very Low	Chadds Ford, PA	2026-10-27
Tompkins Financial Corp	806	$45.4K	0.0%	Core	Low	Ithaca, NY	2026-10-05
Essential Investment Partners LLC	771	$43.4K	0.0%	Growth	Low	Englewood, CO	2026-10-27
MassMutual Private Wealth & Trust, FSB	730	$41.1K	0.0%	Core	Low	Springfield, MA	2026-10-05
Financial Perspectives, Inc	728	$41.0K	0.0%	Growth	Very Low	Minneapolis, MN	2026-11-03
Peoples Financial Services Corp.	725	$40.8K	0.0%	Core	Very Low	Moosic, PA	2026-10-20
Grove Bank & Trust	721	$40.6K	0.0%	ETF	Low	Miami, FL	2026-10-08
Hartford Financial Management Inc.	719	$40.5K	0.0%	Core	Low	West Hartford, CT	2026-10-21
Hazlett, Burt & Watson, Inc.	718	$39	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
Birch Financial Group, LLC	713	$40.2K	0.0%	Core	Low	Keene, NH	2026-10-27
Armstrong Advisory Group, Inc	701	$39.5K	0.0%	ETF	High	Needham, MA	2026-10-09
Leonteq Securities AG	698	$39.3K	0.0%	Core	High	Zurich, Switzerland	2026-10-29
Caldwell Trust Co	680	$38.3K	0.0%	Growth	Low	Venice, FL	2026-10-30
Root Financial Partners, LLC	659	$37.1K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Miller Wealth Advisors, LLC	650	$36.6K	0.0%	Growth	Low	Ouray, CO	2026-11-02
Manchester Capital Management LLC	605	$34.1K	0.0%	Core	Low	Manchester, VT	2026-10-22
CoreCap Advisors, LLC	597	$33.6K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Kingdom Financial Group Llc.	562	$31.6K	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Owl Creek Wealth Partners LLC	559	$31.5K	0.0%	Index	Low	Greenwood Village, CO	2026-10-20
DiNuzzo Private Wealth, Inc.	542	$30.5K	0.0%	ETF	Low	Beaver, PA	2026-10-16
Pathway Financial Advisers, LLC	536	$30.2K	0.0%	Core	Low	Auburn, IN	2026-10-27
Oakworth Capital, Inc.	535	$30.1K	0.0%	ETF	Low	Birmingham, AL	2026-10-26
Covestor Ltd	524	$30	0.0%	Value	High	London, United Kingdom	2026-10-30
Independence Bank of Kentucky	515	$29.0K	0.0%	Growth	Low	Owensboro, KY	2026-10-26
V-Square Quantitative Management LLC	511	$28.8K	0.0%	Core	Low	Chicago, IL	2026-10-15
University of Texas S AM Investment Management Co	500	$28.2K	0.0%	Core	High	Austin, TX	2026-11-03
Pilgrim Partners Asia Pte Ltd	480	$27.0K	0.0%	ETF	Medium	Singapore, Turkey	2026-10-29
Godsey & Gibb, Inc	463	$26.1K	0.0%	Core	Low	Richmond, VA	2026-10-14
Adkins Seale Capital Management LLC	457	$25.7K	0.0%	Core	Very Low	Shreveport, LA	2026-10-27
Cromwell Holdings LLC	443	$25.0K	0.0%	Index	Low	Jackson, WY	2026-10-28
Highline Wealth Partners LLC	438	$24.7K	0.0%	ETF	Medium	Sherman Oaks, CA	2026-10-19
Nemes Rush Group LLC	438	$24.7K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Bangor Savings Bank	438	$24.7K	0.0%	ETF	Low	Bangor, ME	2026-10-06
First Horizon Corp	422	$23.8K	0.0%	Core	Low	Memphis, TN	2026-10-26
Duncker Streett & Co Inc	419	$23.6K	0.0%	Growth	Low	St. Louis, MO	2026-10-27
Adirondack Trust Co	405	$22.8K	0.0%	Growth	Low	Saratoga Springs, NY	2026-10-14
Reap Financial Group, LLC	401	$22.6K	0.0%	ETF	Low	Austin, TX	2026-11-02
Concord Wealth Partners	392	$22.1K	0.0%	Growth	Low	Abingdon, VA	2026-11-02
Elevated Capital Advisors, LLC	386	$21.7K	0.0%	ETF	Medium	Sandy, UT	2026-11-04
Quaker Wealth Management, LLC	382	$21.5K	0.0%	ETF	Medium	Moorestown, NJ	2026-10-22
Sterling Capital Management LLC	379	$21.3K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Hanson & Doremus Investment Management	373	$21	0.0%	Core	Very Low	Burlington, VT	2026-10-16
Cullen T Bankers, Inc.	371	$20.9K	0.0%	Growth	Low	San Antonio, TX	2026-10-28
Mirae Asset Global Investments Co., Ltd.	369	$20.8K	0.0%	Growth	Low	Seoul, Malaysia	2026-11-03
GGM Financial LLC	366	$20.6K	0.0%	ETF	Medium	Columbus, OH	2026-11-05
Compass Financial Management LLC	350	$19.7K	0.0%	Core	N/A	Tampa, FL	2026-10-30
Barrett & Company, Inc.	349	$19.7K	0.0%	ETF	Low	Providence, RI	2026-10-22
St. Johns Investment Management Company, LLC	348	$19.6K	0.0%	Core	Very Low	Jacksonville, FL	2026-10-30
Ascentis Wealth Management, LLC	342	$19.3K	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Country Trust Bank	340	$19.1K	0.0%	Growth	Low	Bloomington, IL	2026-10-30
Flagship Wealth Advisors, LLC	327	$18.4K	0.0%	ETF	Low	Wakefield, MA	2026-11-03
Jnba Financial Advisors	320	$18.0K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Trust Co	320	$18.0K	0.0%	ETF	Very Low	Manhattan, KS	2026-10-09
Pflug Koory, LLC	318	$17.9K	0.0%	Core	Very Low	Omaha, NE	2026-10-26
Atwood & Palmer Inc	313	$17.6K	0.0%	Core	Very Low	Kansas City, MO	2026-10-08
SJS Investment Consulting Inc.	311	$17.5K	0.0%	ETF	Very Low	Sylvania, OH	2026-10-26
Ascentis Independent Advisors	300	$16.9K	0.0%	ETF	Low	Dallas, TX	2026-11-03
Rosenberg Matthew Hamilton	297	$16.7K	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Roxbury Financial LLC	294	$16.6K	0.0%	Core	Very Low	Mount Arlington, NJ	2026-10-01
Key FInancial Inc	291	$16.4K	0.0%	ETF	Low	West Chester, PA	2026-11-02
Thompson Investment Management, Inc.	290	$16.3K	0.0%	Value	Medium	Madison, WI	2026-10-14
Global Trust Asset Management, LLC	276	$15.5K	0.0%	Growth	Medium	Palm Beach Gardens, FL	2026-10-19
J.Safra Asset Management Corp	274	$15.4K	0.0%	ETF	Low	New York, NY	2026-11-03
TFC Financial Management, Inc.	270	$15.2K	0.0%	ETF	Very Low	Boston, MA	2026-10-26
Kelleher Financial Advisors	265	$14.9K	0.0%	Core	Medium	New York, NY	2026-10-30
Hara Capital LLC	257	$14.5K	0.0%	Deep Value	Medium	Bellevue, WA	2026-10-30
Montgomery Financial Services LLC	256	$14.4K	0.0%	ETF	N/A	Ocean City, MD	2026-11-03
Elevation Wealth Partners, LLC	256	$14.4K	0.0%	ETF	Low	Walnut Creek, CA	2026-10-07
Essential Partners LLC	249	$14.0K	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14
Capital Advisors, Ltd. LLC	241	$14	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Princeton Global Asset Management LLC	236	$13.3K	0.0%	Growth	Low	Princeton, NJ	2026-10-21
Pacific Center for Financial Services	229	$12.9K	0.0%	ETF	Medium	Danville, CA	2026-10-15
Hughes Financial Services, LLC	218	$13.6K	0.0%	ETF	Low	Herndon, VA	2026-10-30
William Mack & Associates, Inc.	212	$11.9K	0.0%	ETF	Low	Troy, MI	2026-10-27
True Wealth Design, LLC	211	$11.9K	0.0%	ETF	Medium	Akron, OH	2026-10-13
Plante Moran Financial Advisors, LLC	205	$11.5K	0.0%	ETF	Very Low	Southfield, MI	2026-11-04
Kozak & Associates, Inc.	203	$12.9K	0.0%	ETF	Low	Highlands Ranch, CO	2026-10-29
Curat Global, LLC	200	$11.3K	0.0%	Core	Medium	Springfield, NH	2026-10-26
Pinnacle Wealth Planning Services, Inc.	197	$11.1K	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Silver Grove Financial Group, Inc.	193	$10.9K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Lynch Investment Planning, LLC	183	$10.3K	0.0%	ETF	Low	Newtown Square, PA	2026-10-27
High Note Wealth, LLC	181	$10.2K	0.0%	ETF	Very Low	Deephaven, MN	2026-10-27
Hurley Capital, LLC	178	$10.0K	0.0%	GARP	Medium	New York, NY	2026-11-05
Rakuten Securities, Inc.	169	$9.5K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Richardson Capital Management LLC	166	$9.3K	0.0%	ETF	Low	Menomonee Falls, WI	2026-10-23
Lodestone Wealth Management LLC	166	$9.4K	0.0%	Core	Low	Spokane, WA	2026-10-14
Quintet Private Bank (Europe) S.A.	166	$9.3K	0.0%	Growth	Low	Luxembourg, Netherlands	2026-10-08
United Community Bank	159	$9.0K	0.0%	Core	Low	Greenville, SC	2026-10-28
Bullock Wealth Management Group	159	$9.1K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Hickory Point Bank & Trust	152	$8.6K	0.0%	Core	Very Low	Decatur, IL	2026-10-01
Center for Financial Planning, Inc.	144	$8.1K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Wolff Wiese Magana LLC	142	$8.0K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Proathlete Wealth Management LLC	140	$7.9K	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
Private Wealth Management Group, LLC	136	$7.7K	0.0%	ETF	Low	Princeton, NJ	2026-10-19
Piscataqua Savings Bank	134	$7.5K	0.0%	Core	Very Low	Portsmouth, NH	2026-10-21
Atlantic Edge Private Wealth Management, LLC	132	$7.4K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Gables Capital Management Inc.	130	$7.3K	0.0%	Growth	Very Low	Miami, FL	2026-11-04
Fortitude Family Office, LLC	127	$7.2K	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Hoese & Co LLP	125	$7.0K	0.0%	ETF	Low	Glencoe, MN	2026-10-21
Harbor Asset Planning, Inc.	122	$6.9K	0.0%	ETF	Very Low	Belmont, MA	2026-10-23
Nfsg Corp	122	$6.9K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Physician Wealth Advisors, Inc.	121	$6.8K	0.0%	ETF	Medium	Midvale, UT	2026-10-20
Financial Management Professionals, Inc.	120	$6.8K	0.0%	ETF	Medium	Austin, TX	2026-10-23
Accordant Advisory Group Inc	119	$6.7K	0.0%	Value	Medium	Annapolis, MD	2026-10-29
Wealth Enhancement Trust Services, Inc.	118	$6.6K	0.0%	Growth	Medium	Sioux Falls, SD	2026-10-07
Trellis Wealth Advisors LLC	117	$6.6K	0.0%	ETF	Very Low	San Luis Obispo, CA	2026-10-19
Horrell Capital Management, Inc.	112	$6.3K	0.0%	Value	Very Low	Little Rock, AR	2026-10-08
Glass Jacobson Investment Advisors llc	110	$6.2K	0.0%	ETF	Low	Owings Mills, MD	2026-10-26
MB, Levis & Associates, LLC	104	$5.9K	0.0%	ETF	Very Low	Center Valley, PA	2026-10-16
Bell Investment Advisors, Inc	102	$5.7K	0.0%	ETF	Very Low	Orinda, CA	2026-10-29
Mosley Wealth Management	101	$6.1K	0.0%	ETF	High	Anaheim, CA	2026-10-16
Creative Capital Management Investments LLC	101	$5.7K	0.0%	ETF	Low	San Diego, CA	2026-10-28
Central Pacific Bank - Trust Division	100	$5.6K	0.0%	Core	Medium	Honolulu, HI	2026-10-06
Pillar Financial Advisors, LLC	99	$5.6K	0.0%	ETF	Very Low	Louisville, KY	2026-10-21
Salomon & Ludwin, LLC	94	$5.3K	0.0%	ETF	Very Low	Richmond, VA	2026-10-29
Signature Equity Partners, LLC	92	$5.2K	0.0%	Growth	Medium	Columbus, OH	2026-10-29
Washington Trust Advisors, Inc.	92	$5.2K	0.0%	Growth	Low	Wellesley, MA	2026-10-22
Mowery & Schoenfeld Wealth Management, LLC	91	$5.1K	0.0%	Growth	Medium	Lincolnshire, IL	2026-10-28
Bradley & Co. Private Wealth Management, LLC	91	$5.1K	0.0%	Core	Very Low	Miami, FL	2026-10-23
Main Street Group, LTD	88	$5.0K	0.0%	ETF	Medium	Glen Allen, VA	2026-10-28
Buck Wealth Strategies, LLC	88	$5.0K	0.0%	Value	Medium	Denver, CO	2026-10-28
Bare Financial Services, Inc	86	$4.8K	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Rydar Equities, Inc.	78	$4.7K	0.0%	Core	Very Low	Weatherford, TX	2026-10-13
MV Capital Management, Inc.	78	$4.4K	0.0%	ETF	Low	Bethesda, MD	2026-10-29
Ares Financial Consulting, LLC	73	$4.1K	0.0%	Core	Low	Calabasas, CA	2026-10-19
Cranbrook Wealth Management, LLC	72	$4.1K	0.0%	ETF	Very Low	Bloomfield Hills, MI	2026-10-28
Mascoma Wealth Management LLC	70	$3.9K	0.0%	ETF	Very Low	Hanover, NH	2026-10-23
Sarver Vrooman Wealth Advisors	68	$3.8K	0.0%	ETF	Medium	Kansas City, MO	2026-10-01
West Paces Advisors Inc.	67	$3.8K	0.0%	ETF	Low	Atlanta, GA	2026-10-13
Southern Michigan Bank & Trust	66	$3.7K	0.0%	ETF	Low	Coldwater, MI	2026-10-19
Wilkerson Advisory Group LLC	63	$3.5K	0.0%	ETF	Medium	Columbia, MO	2026-10-20
Creative Financial Designs Inc	63	$3.5K	0.0%	ETF	Medium	Kokomo, IN	2026-11-04
Arlington Trust Co LLC	62	$3.5K	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Hager Investment Management Services, LLC	62	$3.5K	0.0%	Growth	Medium	New London, NH	2026-11-04
Dynamic Wealth Strategies, LLC	60	$3.4K	0.0%	ETF	Low	Granite Bay, CA	2026-10-16
Latitude Advisors, LLC	59	$3.3K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Foster Dykema Cabot & Partners, LLC	58	$3.3K	0.0%	Growth	Low	Waltham, MA	2026-10-30
Breakwater Investment Management	56	$3.2K	0.0%	ETF	Low	Seattle, WA	2026-10-20
Cherry Tree Wealth Management, LLC	56	$3.2K	0.0%	ETF	Very Low	Minnetonka, MN	2026-10-15
Birchbrook, Inc.	55	$3.1K	0.0%	ETF	Low	Bangor, ME	2026-10-14
Align Financial, LLC	55	$3.1K	0.0%	ETF	Very Low	Hermantown, MN	2026-10-16
Evermay Wealth Management LLC	55	$3.1K	0.0%	ETF	Low	Arlington, VA	2026-11-05
Cape Investment Advisory, Inc.	52	$2.9K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Midwest Capital Advisors, LLC	51	$2.9K	0.0%	ETF	High	Grand Rapids, MI	2026-11-04
General Partner, Inc.	50	$2.8K	0.0%	Core	Low	Pittsburgh, PA	2026-10-05
Hoey Investments, Inc	49	$2.8K	0.0%	Agg Growth	Low	Coatesville, PA	2026-10-29
Triumph Capital Management	49	$2.8K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Maseco LLP	48	$2.7K	0.0%	ETF	Very Low	London, United Kingdom	2026-10-27
Ameliora Wealth Management Ltd.	47	$2.6K	0.0%	ETF	Low	Zurich, Switzerland	2026-10-23
Birchwood Financial Partners, Inc.	47	$2.6K	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Noble Wealth Management PBC	47	$2.6K	0.0%	Yield	Medium	Greenwood Village, CO	2026-10-01
Marquette Asset Management, LLC	47	$2.6K	0.0%	ETF	Very Low	Minneapolis, MN	2026-10-09
First Pacific Financial	42	$2.4K	0.0%	ETF	Low	Vancouver, WA	2026-10-14
Cdkv Holdings LLC	41	$2.3K	0.0%	ETF	Medium	Denver, CO	2026-10-28
Westside Investment Management, Inc.	41	$2.3K	0.0%	Growth	Low	Santa Monica, CA	2026-11-02
Entrust Financial LLC	40	$2.3K	0.0%	ETF	Low	Wayne, PA	2026-11-04
Key Capital Management, Inc	39	$2.2K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Towne Trust Company, N.a	38	$2.1K	0.0%	Core	Low	Newport News, VA	2026-10-28
Horizon Financial Services, LLC	37	$2.1K	0.0%	ETF	Low	Winston Salem, NC	2026-11-04
Next Level Wealth Planning, LLC	37	$2.1K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Quest 10 Wealth Builders, Inc.	37	$2.1K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
UMB Private Wealth Management, LLC	36	$2.0K	0.0%	Growth	N/A	Kansas City, MO	2026-10-19
First Bancorp, Inc	36	$2.0K	0.0%	Value	Very Low	Damariscotta, ME	2026-10-26
Canton Hathaway, LLC	36	$2.0K	0.0%	Value	Low	Providence, RI	2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.	35	$2.0K	0.0%	Growth	Medium	Indianapolis, IN	2026-10-14
Bank & Trust Co	35	$2.0K	0.0%	Value	Very Low	Litchfield, IL	2026-10-07
Ulland Investment Advisors, LLC	35	$2	0.0%	Growth	Very Low	Minneapolis, MN	2026-10-13
Tounjian Advisory Partners, LLC	33	$1.9K	0.0%	Growth	High	Fort Myers, FL	2026-11-04
Planning Strategies Inc.	32	$1.8K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
Hilton Head Capital Partners, LLC	32	$1.8K	0.0%	Core	Medium	Hilton Head Island, SC	2026-10-23
Avion Wealth	32	$1	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
SRH Advisors, LLC	31	$1.7K	0.0%	ETF	Very Low	Salina, KS	2026-10-22
Holos Integrated Wealth LLC	31	$1.9K	0.0%	ETF	Low	Kennett Square, PA	2026-10-23
First Premier Bank	31	$2	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Downshift Financial, LLC	30	$1.7K	0.0%	ETF	Low	Boulder, CO	2026-10-13
Fairway Wealth LLC	28	$1.6K	0.0%	ETF	Low	Independence, OH	2026-10-30
Mainstream Capital Management LLC	27	$1.5K	0.0%	Growth	Low	Los Angeles, CA	2026-10-23
Moisand Fitzgerald Tamayo, LLC	27	$1.5K	0.0%	ETF	Very Low	Orlando, FL	2026-10-15
American Capital Advisory, LLC	27	$1.5K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Smallwood Wealth Investment Management, LLC	26	$1.5K	0.0%	ETF	Very Low	Red Bank, NJ	2026-10-30
Tsfg, LLC	25	$1	0.0%	ETF	Low	Lake Forest, IL	2026-10-23
Pension & Wealth Management Advisors, Inc.	22	$1.2K	0.0%	ETF	Low	Waltham, MA	2026-10-16
Burk Holdings LLC	22	$1.2K	0.0%	ETF	Very Low	Tulsa, OK	2026-11-05
Fairscale Capital, LLC	20	$1.2K	0.0%	Growth	Very Low	Nashua, NH	2026-11-04
Sfam, LLC	20	$1.1K	0.0%	ETF	Very Low	Elmhurst, IL	2026-11-03
Heritage Family Offices, LLP	20	$1.1K	0.0%	Growth	High	Scottsdale, AZ	2026-11-02
WPG Advisers, LLC	20	$1.1K	0.0%	Core	Low	Baltimore, MD	2026-10-27
Halbert Hargrove Global Advisors, LLC	18	$1.0K	0.0%	ETF	Low	Long Beach, CA	2026-10-16
Balance Wealth Partners LLC	16	$925	0.0%	ETF	Medium	Worthington, OH	2026-10-27
Bay Harbor Wealth Management, LLC	16	$901	0.0%	ETF	Medium	Hunt Valley, MD	2026-11-03
Markowski Investments	14	$788	0.0%	ETF	N/A	Tampa, FL	2026-10-30
Fairman Group, LLC	13	$732	0.0%	ETF	Low	Chesterbrook, PA	2026-10-26
Albion Financial Group	13	$733	0.0%	Growth	Low	Salt Lake City, UT	2026-10-21
Mechanics Financial Corp	12	$676	0.0%	Core	Very Low	Mansfield, OH	2026-11-05
DecisionPoint Financial, LLC	12	$684	0.0%	ETF	Very Low	Mesa, AZ	2026-10-27
Bfsg, LLC	11	$620	0.0%	Core	Low	Irvine, CA	2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.	11	$620	0.0%	ETF	Low	Glen Allen, VA	2026-10-14
Marshall & Sterling Wealth Advisors Inc.	11	$621	0.0%	ETF	Medium	Poughkeepsie, NY	2026-10-28
Clark Wealth Partners	10	$564	0.0%	ETF	Very Low	O'Fallon, IL	2026-10-19
Abound Wealth Management	10	$564	0.0%	ETF	Very Low	Franklin, TN	2026-10-26
Redwood Park Advisors LLC	10	$565	0.0%	ETF	Very Low	Redwood City, CA	2026-11-02
Cedar Mountain Advisors, LLC	7	$394	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
Guardian Partners Inc.	7	$394	0.0%	Value	Medium	Toronto, South Africa	2026-10-21
Arcadia Investment Advisors LLC	5	$282	0.0%	ETF	Low	Eagle, ID	2026-10-13
Olistico Wealth, LLC	5	$282	0.0%	Growth	Very Low	Tulsa, OK	2026-10-05
Phillip James Consulting Co.	5	$282	0.0%	ETF	Very High	Plymouth, MN	2026-11-03
Community Financial Services Group, LLC	5	$285	0.0%	Growth	Low	Newport, VT	2026-10-15
Cornerstone National Bank & Trust Co	5	$285	0.0%	ETF	Medium	Palatine, IL	2026-10-20
Harel Insurance Investments & Financial Services Ltd.	4	$0	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
Bank of New Hampshire	4	$225	0.0%	Core	Low	Laconia, NH	2026-10-06
Monetary Solutions, Ltd	3	$169	0.0%	ETF	Very Low	Dayton, OH	2026-10-22
Gen-Wealth Partners Inc	3	$169	0.0%	Core	Low	Zeeland, MI	2026-11-04
Granite FO LLC	3	$169	0.0%	GARP	Very Low	Gilford, NH	2026-10-14
New England Capital Financial Advisors LLC	3	$169	0.0%	ETF	Low	Meriden, CT	2026-11-03
Advocate Investing Services LLC	2	$113	0.0%	ETF	Low	Woodbine, MD	2026-10-26
Torren Management, LLC	2	$113	0.0%	ETF	Medium	San Diego, CA	2026-10-29
Nvwm, LLC	1	$56	0.0%	Growth	Medium	Yardley, PA	2026-10-14
James T. Borello RIA	1	$56	0.0%	ETF	Very Low	East Dundee, IL	2026-10-16
Maryland Capital Advisors Inc.	1	$57	0.0%	ETF	Very Low	Chester, MD	2026-10-15