USA Rare Earth Inc (USAR)

CUSIP: 91733P107 | NYSE | Basic Materials · Other Industrial Metals & Mining | Mid Cap | 553 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 BlackRock, Inc.	17,159,876	4.6%	Newly reported	Sep 30, 2026	15,560,453 sh (Jun 30, 2026)
13GDenham Mining GP LLC with Serra Verde Rare Earths Ltd.

Institutional Holders — Q3 2026

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Bayshore Capital Advisors, LLC4,423,028

32.1% of portfolio$62.3M

Altfest L J & Co Inc1,260,525

1.8% of portfolio$17.7M

Citigroup Inc1,036,157

0.0% of portfolio$14.6M

Bank of New York Mellon Corp710,717

0.0% of portfolio$10.0M

Alps Advisors Inc481,333

0.0% of portfolio$6.8M

Unicom Systems, Inc.459,374

0.4% of portfolio$6.5M

Hohimer Wealth Management, LLC409,250

0.6% of portfolio$5.8M

Imc-Chicago, LLC354,033

0.0% of portfolio$5.0M

Sovran Advisors, LLC339,133

0.2% of portfolio$3.6M

Overbrook Management Corp223,354

0.5% of portfolio$3.1M

NLB Skladi, upravljanje premozenja, d.o.o.162,223

0.1% of portfolio$2.3M

Cambridge Investment Research Advisors, Inc.123,445

0.0% of portfolio$1.7K

Dynamic Advisor Solutions LLC116,675

0.0% of portfolio$1.6M

Leonteq Securities AG113,052

0.1% of portfolio$1.6M

Creative Planning105,475

0.0% of portfolio$1.5M

Weaver Capital Management LLC100,000

0.3% of portfolio$1.4M

Acasta Partners UK LLP97,900

0.6% of portfolio$1.4M

MFG Wealth Management, Inc.97,782

1.0% of portfolio$1.4M

International Assets Investment Management, LLC96,193

0.1% of portfolio$1.3M

IFP Advisors, Inc85,578

0.0% of portfolio$1.2M

RFG Advisory, LLC75,677

0.0% of portfolio$1.1M

State of New Jersey Common Pension Fund D68,550

0.0% of portfolio$965.2K

Jefferies Financial Group Inc.62,500

0.0% of portfolio$880.0K

Commonwealth Equity Services, LLC58,677

0.0% of portfolio$826.2K

Arizona State Retirement System53,433

0.0% of portfolio$752.3K

OAK Ridge Investments LLC50,844

0.0% of portfolio$715.9K

Mitsubishi UFJ Asset Management Co., Ltd.50,100

0.0% of portfolio$705.4K

PKO Investment Management Joint-Stock Co48,463

0.0% of portfolio$682.4K

Kingsbury Capital Investment Advisors LLC45,411

0.6% of portfolio$639.4K

Concurrent Investment Advisors, LLC35,271

0.0% of portfolio$496.6K

Cornerstone Wealth Management, LLC33,966

0.0% of portfolio$478.2K

Oppenheimer & Co Inc33,075

0.0% of portfolio$465.7K

Pictet Asset Management Holding SA29,090

0.0% of portfolio$409.6K

ProShare Advisors LLC27,386

0.0% of portfolio$385.6K

Vise Technologies, Inc.26,774

0.0% of portfolio$377.0K

Independent Financial Group, LLC26,660

0.0% of portfolio$375.4K

Perigon Wealth Management, LLC25,755

0.0% of portfolio$362.6K

Warberg Asset Management LLC25,333

0.0% of portfolio$356.7K

Principal Financial Group Inc25,202

0.0% of portfolio$354.8K

Quantum Private Wealth, LLC24,538

0.1% of portfolio$345.5K

GK Wealth Management LLC24,137

0.2% of portfolio$339.8K

Vontobel Holding Ltd.23,594

0.0% of portfolio$332.2K

Kestra Advisory Services, LLC23,295

0.0% of portfolio$328.0K

Credit Capital Investments LLC23,000

0.2% of portfolio$323.8K

Tannin Capital LLC21,847

0.2% of portfolio$307.6K

Pilgrim Partners Asia Pte Ltd20,600

0.1% of portfolio$290.0K

Xponance LLC20,074

0.0% of portfolio$282.6K

Corecam Pte. Ltd.19,606

0.1% of portfolio$276.1K

Farther Finance Advisors, LLC18,829

0.0% of portfolio$265.1K

Wealth Enhancement Advisory Services, LLC18,198

0.0% of portfolio$229.8K

Wedbush Securities Inc17,555

0.0% of portfolio$247

Allspring Global Investments Holdings, LLC16,646

0.0% of portfolio$229.7K

Brookstone Capital Management16,259

0.0% of portfolio$228.9K

Carlson Financial, Inc.15,591

0.1% of portfolio$219.5K

Cornerstone Wealth Group, LLC15,204

0.0% of portfolio$214.1K

US Bancorp \de\14,560

0.0% of portfolio$205.0K

Simplex Trading, LLC14,093

0.0% of portfolio$198.4K

Redhawk Wealth Advisors, Inc.14,004

0.0% of portfolio$197.2K

SBI Securities Co., Ltd.13,872

0.0% of portfolio$195.3K

Revisor Wealth Management LLC13,656

0.0% of portfolio$167.8K

Strs Ohio13,500

0.0% of portfolio$190.1K

J. Safra Sarasin Holding AG13,366

0.0% of portfolio$188.2K

Swiss Life Asset Management Ltd12,568

0.0% of portfolio$177.0K

J.W. Cole Advisors, Inc.12,370

0.0% of portfolio$174.2K

LJI Wealth Management, LLC12,044

0.0% of portfolio$169.6K

Virginia Retirement Systems ET Al11,100

0.0% of portfolio$156.3K

Gunderson Capital Management LLC10,423

0.0% of portfolio$146.8K

111 Capital10,203

0.0% of portfolio$143.7K

FNY Investment Advisers, LLC10,142

0.0% of portfolio$142

Advisory Solutions Group, LLC10,000

0.0% of portfolio$140.8K

Mariner Investment Group LLC10,000

0.0% of portfolio$140.8K

HUB Investment Partners, LLC9,220

0.0% of portfolio$129.8K

CoreCap Advisors, LLC8,329

0.0% of portfolio$117.3K

Sterling Capital Management LLC7,197

0.0% of portfolio$101.3K

Nisa Investment Advisors, LLC7,168

0.0% of portfolio$100.9K

Activest Wealth Management6,010

0.0% of portfolio$84.6K

Gamma Investing LLC5,738

0.0% of portfolio$80.8K

Planning Strategies Inc.5,531

0.0% of portfolio$77.9K

KBC Group NV5,258

0.0% of portfolio$74

Hickory Point Bank & Trust5,000

0.0% of portfolio$70.4K

DekaBank Deutsche Girozentrale4,180

0.0% of portfolio$59

Private Trust Co NA3,850

0.0% of portfolio$54.2K

Harel Insurance Investments & Financial Services Ltd.3,625

0.0% of portfolio$51

Center for Financial Planning, Inc.3,589

0.0% of portfolio$50.5K

Mather Group, Llc.2,611

0.0% of portfolio$36.8K

Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,500

0.0% of portfolio$35.2K

Larson Financial Group LLC2,333

0.0% of portfolio$32.8K

Ascentis Independent Advisors2,143

0.0% of portfolio$30.2K

First Premier Bank2,000

0.0% of portfolio$28

Bullock Wealth Management Group1,755

0.0% of portfolio$24.2K

Fifth Third Bancorp1,597

0.0% of portfolio$22.5K

Latitude Advisors, LLC1,590

0.0% of portfolio$22.4K

Signaturefd, LLC1,590

0.0% of portfolio$22.4K

Nfsg Corp1,465

0.0% of portfolio$20.6K

Bokf, NA1,185

0.0% of portfolio$16.7K

Armstrong Advisory Group, Inc1,104

0.0% of portfolio$15.5K

Hurley Capital, LLC1,010

0.0% of portfolio$14.2K

American Capital Advisory, LLC1,000

0.0% of portfolio$14.1K

Grove Bank & Trust1,000

0.0% of portfolio$14.1K

Wolff Wiese Magana LLC1,000

0.0% of portfolio$14.1K

Ulland Investment Advisors, LLC887

0.0% of portfolio$12

Lanark Financial, Inc.878

0.0% of portfolio$12.4K

Vision Financial Markets LLC800

0.0% of portfolio$11.0K

1620 Investment Advisors, Inc.695

0.0% of portfolio$9.8K

Investors Research Corp615

0.0% of portfolio$8.7K

Miller Wealth Advisors, LLC600

0.0% of portfolio$8.4K

Cedar Mountain Advisors, LLC550

0.0% of portfolio$7.7K

IMG Wealth Management, Inc.538

0.0% of portfolio$7.6K

Financial Consulate, Inc524

0.0% of portfolio$7.4K

Cassaday & Co Wealth Management LLC507

0.0% of portfolio$7.1K

Murphy & Mullick Capital Management Corp500

0.0% of portfolio$7.0K

TD Waterhouse Canada Inc.474

0.0% of portfolio$6.5K

Parkside Financial Bank & Trust467

0.0% of portfolio$6.6K

Root Financial Partners, LLC405

0.0% of portfolio$5.7K

Next Level Wealth Planning, LLC368

0.0% of portfolio$5.2K

Key Capital Management, Inc357

0.0% of portfolio$5.0K

Caitong International Asset Management Co., Ltd336

0.0% of portfolio$4.7K

EverSource Wealth Advisors, LLC306

0.0% of portfolio$4.3K

Nemes Rush Group LLC300

0.0% of portfolio$4.2K

Cape Investment Advisory, Inc.300

0.0% of portfolio$4.2K

Versant Capital Management, Inc283

0.0% of portfolio$4.0K

MassMutual Private Wealth & Trust, FSB264

0.0% of portfolio$3.7K

Brown, Lisle Ings, Inc.250

0.0% of portfolio$3.5K

Parallel Advisors, LLC248

0.0% of portfolio$3.5K

Central Trust Co244

0.0% of portfolio$3.4K

Aspect Partners, LLC240

0.0% of portfolio$3.4K

Avion Wealth236

0.0% of portfolio$3

Blue Trust, Inc.220

0.0% of portfolio$3.1K

First Horizon Corp204

0.0% of portfolio$2.9K

Glass Jacobson Investment Advisors llc181

0.0% of portfolio$2.5K

City Holding Co179

0.0% of portfolio$2.5K

Signature Resources Capital Management, LLC150

0.0% of portfolio$2.1K

Atlantic Edge Private Wealth Management, LLC150

0.0% of portfolio$2.1K

Arlington Trust Co LLC150

0.0% of portfolio$2.1K

Quest 10 Wealth Builders, Inc.144

0.0% of portfolio$2.0K

Rakuten Securities, Inc.120

0.0% of portfolio$1.7K

Triumph Capital Management115

0.0% of portfolio$1.6K

Kelleher Financial Advisors83

0.0% of portfolio$1.2K

Silver Grove Financial Group, Inc.78

0.0% of portfolio$1.1K

Hazlett, Burt & Watson, Inc.70

0.0% of portfolio$1

William Mack & Associates, Inc.66

0.0% of portfolio$930

Sfam, LLC60

0.0% of portfolio$845

Rosenberg Matthew Hamilton52

0.0% of portfolio$732

Provenance Wealth Advisors, LLC52

0.0% of portfolio$732

Reap Financial Group, LLC50

0.0% of portfolio$704

Proathlete Wealth Management LLC42

0.0% of portfolio$591

City State Bank35

0.0% of portfolio$493

Bare Financial Services, Inc32

0.0% of portfolio$451

Fortitude Family Office, LLC29

0.0% of portfolio$408

Covestor Ltd27

0.0% of portfolio$0

Assetmark, Inc25

0.0% of portfolio$352

Pinnacle Wealth Planning Services, Inc.20

0.0% of portfolio$282

Ascentis Wealth Management, LLC17

0.0% of portfolio$239

Compass Financial Management LLC16

0.0% of portfolio$225

Tradewinds Capital Management, LLC13

0.0% of portfolio$184

Kingdom Financial Group Llc.10

0.0% of portfolio$141

Essential Investment Partners LLC5

0.0% of portfolio$70

Golden State Wealth Management, LLC5

0.0% of portfolio$70

DiNuzzo Private Wealth, Inc.5

0.0% of portfolio$71

Hughes Financial Services, LLC4

0.0% of portfolio$42

Essential Partners LLC2

0.0% of portfolio$28

				Style	Turnover	Location	Filed
Bayshore Capital Advisors, LLC	4,423,028	$62.3M	32.1%	Yield	Medium	Tampa, FL	2026-11-02
Altfest L J & Co Inc	1,260,525	$17.7M	1.8%	ETF	High	New York, NY	2026-10-27
Citigroup Inc	1,036,157	$14.6M	0.0%	Core	Medium	New York, NY	2026-11-04
Bank of New York Mellon Corp	710,717	$10.0M	0.0%	Core	Low	New York, NY	2026-11-05
Alps Advisors Inc	481,333	$6.8M	0.0%	Yield	Low	Denver, CO	2026-11-03
Unicom Systems, Inc.	459,374	$6.5M	0.4%	Agg Growth	Very Low	Las Vegas, NV	2026-10-13
Hohimer Wealth Management, LLC	409,250	$5.8M	0.6%	Core	High	Seattle, WA	2026-11-04
Imc-Chicago, LLC	354,033	$5.0M	0.0%	GARP	Very High	Chicago, IL	2026-11-05
Sovran Advisors, LLC	339,133	$3.6M	0.2%	ETF	Medium	San Diego, CA	2026-11-02
Overbrook Management Corp	223,354	$3.1M	0.5%	Growth	Medium	New York, NY	2026-10-08
NLB Skladi, upravljanje premozenja, d.o.o.	162,223	$2.3M	0.1%	Growth	Low	Ljubljana, Andorra	2026-10-22
Cambridge Investment Research Advisors, Inc.	123,445	$1.7K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Dynamic Advisor Solutions LLC	116,675	$1.6M	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Leonteq Securities AG	113,052	$1.6M	0.1%	Core	High	Zurich, Switzerland	2026-10-29
Creative Planning	105,475	$1.5M	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Weaver Capital Management LLC	100,000	$1.4M	0.3%	Growth	Medium	Suwanee, GA	2026-10-15
Acasta Partners UK LLP	97,900	$1.4M	0.6%	Deep Value	High	London, United Kingdom	2026-10-05
MFG Wealth Management, Inc.	97,782	$1.4M	1.0%	Growth	High	Indianapolis, IN	2026-10-09
International Assets Investment Management, LLC	96,193	$1.3M	0.1%	Core	Very High	Orlando, FL	2026-11-02
IFP Advisors, Inc	85,578	$1.2M	0.0%	Growth	Low	Tampa, FL	2026-10-16
RFG Advisory, LLC	75,677	$1.1M	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
State of New Jersey Common Pension Fund D	68,550	$965.2K	0.0%	Core	Low	Trenton, NJ	2026-11-05
Jefferies Financial Group Inc.	62,500	$880.0K	0.0%	Core	Very High	New York, NY	2026-11-05
Commonwealth Equity Services, LLC	58,677	$826.2K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Arizona State Retirement System	53,433	$752.3K	0.0%	Index	Very Low	Phoenix, AZ	2026-11-03
OAK Ridge Investments LLC	50,844	$715.9K	0.0%	Momentum	Medium	Chicago, IL	2026-10-30
Mitsubishi UFJ Asset Management Co., Ltd.	50,100	$705.4K	0.0%	Index	Very Low	Tokyo, Mexico	2026-11-05
PKO Investment Management Joint-Stock Co	48,463	$682.4K	0.0%	Growth	Medium	Warsaw, Russia	2026-10-19
Kingsbury Capital Investment Advisors LLC	45,411	$639.4K	0.6%	Growth	Medium	Evanston, IL	2026-10-20
Concurrent Investment Advisors, LLC	35,271	$496.6K	0.0%	Growth	Medium	Tampa, FL	2026-10-16
Cornerstone Wealth Management, LLC	33,966	$478.2K	0.0%	ETF	Very Low	St. Peters, MO	2026-11-04
Oppenheimer & Co Inc	33,075	$465.7K	0.0%	Core	Low	New York, NY	2026-10-26
Pictet Asset Management Holding SA	29,090	$409.6K	0.0%	Growth	Medium	Carouge, Switzerland	2026-11-03
ProShare Advisors LLC	27,386	$385.6K	0.0%	Growth	Low	Bethesda, MD	2026-10-29
Vise Technologies, Inc.	26,774	$377.0K	0.0%	Index	Low	New York, NY	2026-10-29
Independent Financial Group, LLC	26,660	$375.4K	0.0%	Growth	Low	San Diego, CA	2026-10-13
Perigon Wealth Management, LLC	25,755	$362.6K	0.0%	Growth	Low	San Francisco, CA	2026-10-22
Warberg Asset Management LLC	25,333	$356.7K	0.0%	Yield	High	Winnetka, IL	2026-11-02
Principal Financial Group Inc	25,202	$354.8K	0.0%	Core	Low	Des Moines, IA	2026-11-02
Quantum Private Wealth, LLC	24,538	$345.5K	0.1%	Growth	Low	Tampa, FL	2026-10-20
GK Wealth Management LLC	24,137	$339.8K	0.2%	GARP	Very High	Reno, NV	2026-10-09
Vontobel Holding Ltd.	23,594	$332.2K	0.0%	Core	Medium	Zurich, Switzerland	2026-10-16
Kestra Advisory Services, LLC	23,295	$328.0K	0.0%	Core	Low	Austin, TX	2026-11-02
Credit Capital Investments LLC	23,000	$323.8K	0.2%	GARP	Low	Livingston, NJ	2026-10-22
Tannin Capital LLC	21,847	$307.6K	0.2%	Core	Medium	Charlotte, NC	2026-11-05
Pilgrim Partners Asia Pte Ltd	20,600	$290.0K	0.1%	ETF	Medium	Singapore, Turkey	2026-10-29
Xponance LLC	20,074	$282.6K	0.0%	Index	Very Low	Philadelphia, PA	2026-11-03
Corecam Pte. Ltd.	19,606	$276.1K	0.1%	ETF	Medium	Singapore, Turkey	2026-10-23
Farther Finance Advisors, LLC	18,829	$265.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Wealth Enhancement Advisory Services, LLC	18,198	$229.8K	0.0%	Core	Low	Plymouth, MN	2026-10-13
Wedbush Securities Inc	17,555	$247	0.0%	Core	Low	Pasadena, CA	2026-10-22
Allspring Global Investments Holdings, LLC	16,646	$229.7K	0.0%	Core	Medium	Charlotte, NC	2026-11-04
Brookstone Capital Management	16,259	$228.9K	0.0%	ETF	Medium	Wheaton, IL	2026-10-22
Carlson Financial, Inc.	15,591	$219.5K	0.1%	Growth	Low	Canby, OR	2026-11-05
Cornerstone Wealth Group, LLC	15,204	$214.1K	0.0%	Core	Medium	Huntersville, NC	2026-11-02
US Bancorp \de\	14,560	$205.0K	0.0%	Index	Low	Minneapolis, MN	2026-11-05
Simplex Trading, LLC	14,093	$198.4K	0.0%	Core	Very High	Chicago, IL	2026-11-04
Redhawk Wealth Advisors, Inc.	14,004	$197.2K	0.0%	ETF	High	Minneapolis, MN	2026-10-14
SBI Securities Co., Ltd.	13,872	$195.3K	0.0%	Agg Growth	Low	Tokyo, Mexico	2026-10-22
Revisor Wealth Management LLC	13,656	$167.8K	0.0%	Core	Low	Akron, OH	2026-10-20
Strs Ohio	13,500	$190.1K	0.0%	Core	Medium	Columbus, OH	2026-10-30
J. Safra Sarasin Holding AG	13,366	$188.2K	0.0%	Core	Medium	Basel, Switzerland	2026-10-26
Swiss Life Asset Management Ltd	12,568	$177.0K	0.0%	Core	Low	Zurich, Switzerland	2026-11-03
J.W. Cole Advisors, Inc.	12,370	$174.2K	0.0%	Index	Low	Tampa, FL	2026-11-05
LJI Wealth Management, LLC	12,044	$169.6K	0.0%	ETF	Low	Indianapolis, IN	2026-10-28
Virginia Retirement Systems ET Al	11,100	$156.3K	0.0%	Core	Medium	Richmond, VA	2026-10-28
Gunderson Capital Management LLC	10,423	$146.8K	0.0%	Agg Growth	Very High	Mt. Pleasant, SC	2026-10-15
111 Capital	10,203	$143.7K	0.0%	Core	Very High	Paris, India	2026-11-03
FNY Investment Advisers, LLC	10,142	$142	0.0%	Growth	Very High	New York, NY	2026-10-16
Advisory Solutions Group, LLC	10,000	$140.8K	0.0%	ETF	N/A	Plymouth, MN	2026-10-14
Mariner Investment Group LLC	10,000	$140.8K	0.0%	ETF	High	New York, NY	2026-11-04
HUB Investment Partners, LLC	9,220	$129.8K	0.0%	Growth	Low	Austin, TX	2026-11-03
CoreCap Advisors, LLC	8,329	$117.3K	0.0%	ETF	Medium	Southfield, MI	2026-10-08
Sterling Capital Management LLC	7,197	$101.3K	0.0%	GARP	Medium	Charlotte, NC	2026-10-22
Nisa Investment Advisors, LLC	7,168	$100.9K	0.0%	Index	Very Low	St. Louis, MO	2026-10-20
Activest Wealth Management	6,010	$84.6K	0.0%	ETF	Low	Aventura, FL	2026-10-15
Gamma Investing LLC	5,738	$80.8K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Planning Strategies Inc.	5,531	$77.9K	0.0%	ETF	N/A	Lancaster, PA	2026-10-02
KBC Group NV	5,258	$74	0.0%	Core	Medium	Brussels, Czech Republic	2026-10-22
Hickory Point Bank & Trust	5,000	$70.4K	0.0%	Core	Very Low	Decatur, IL	2026-10-01
DekaBank Deutsche Girozentrale	4,180	$59	0.0%	Core	Low	Frankfurt, Hong Kong	2026-10-27
Private Trust Co NA	3,850	$54.2K	0.0%	Core	Low	Cleveland, OH	2026-10-20
Harel Insurance Investments & Financial Services Ltd.	3,625	$51	0.0%	Growth	High	Ramat Gan, Luxembourg	2026-11-02
Center for Financial Planning, Inc.	3,589	$50.5K	0.0%	ETF	Low	Southfied, MI	2026-10-26
Mather Group, Llc.	2,611	$36.8K	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	2,500	$35.2K	0.0%	Core	High	Turin, Latvia	2026-10-22
Larson Financial Group LLC	2,333	$32.8K	0.0%	Growth	Low	St Louis, MO	2026-11-05
Ascentis Independent Advisors	2,143	$30.2K	0.0%	ETF	Low	Dallas, TX	2026-11-03
First Premier Bank	2,000	$28	0.0%	Core	Very Low	Sioux Falls, SD	2026-10-13
Bullock Wealth Management Group	1,755	$24.2K	0.0%	Growth	Low	Bloomington, IN	2026-10-09
Fifth Third Bancorp	1,597	$22.5K	0.0%	Index	Very Low	Cincinnati, OH	2026-11-05
Latitude Advisors, LLC	1,590	$22.4K	0.0%	ETF	Low	Yorkville, IL	2026-10-27
Signaturefd, LLC	1,590	$22.4K	0.0%	Index	Low	Atlanta, GA	2026-10-23
Nfsg Corp	1,465	$20.6K	0.0%	Agg Growth	Medium	Boca Raton, FL	2026-10-15
Bokf, NA	1,185	$16.7K	0.0%	Core	Low	Tulsa, OK	2026-10-27
Armstrong Advisory Group, Inc	1,104	$15.5K	0.0%	ETF	High	Needham, MA	2026-10-09
Hurley Capital, LLC	1,010	$14.2K	0.0%	GARP	Medium	New York, NY	2026-11-05
American Capital Advisory, LLC	1,000	$14.1K	0.0%	ETF	Low	Ketchum, ID	2026-10-28
Grove Bank & Trust	1,000	$14.1K	0.0%	ETF	Low	Miami, FL	2026-10-08
Wolff Wiese Magana LLC	1,000	$14.1K	0.0%	Growth	Low	Carslbad, CA	2026-10-15
Ulland Investment Advisors, LLC	887	$12	0.0%	Growth	Very Low	Minneapolis, MN	2026-10-13
Lanark Financial, Inc.	878	$12.4K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Vision Financial Markets LLC	800	$11.0K	0.0%	Core	Low	Stamford, CT	2026-10-22
1620 Investment Advisors, Inc.	695	$9.8K	0.0%	Value	Low	Plymouth, MA	2026-11-04
Investors Research Corp	615	$8.7K	0.0%	ETF	Low	Atlanta, GA	2026-10-07
Miller Wealth Advisors, LLC	600	$8.4K	0.0%	Growth	Low	Ouray, CO	2026-11-02
Cedar Mountain Advisors, LLC	550	$7.7K	0.0%	ETF	Very Low	Lake Oswego, OR	2026-10-15
IMG Wealth Management, Inc.	538	$7.6K	0.0%	ETF	Medium	Jacksonville, FL	2026-10-27
Financial Consulate, Inc	524	$7.4K	0.0%	ETF	Low	Hunt Valley, MD	2026-10-23
Cassaday & Co Wealth Management LLC	507	$7.1K	0.0%	ETF	Very Low	Mclean, VA	2026-10-27
Murphy & Mullick Capital Management Corp	500	$7.0K	0.0%	Growth	Low	Smithtown, NY	2026-11-02
TD Waterhouse Canada Inc.	474	$6.5K	0.0%	Core	Low	Toronto, Australia	2026-10-16
Parkside Financial Bank & Trust	467	$6.6K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Root Financial Partners, LLC	405	$5.7K	0.0%	ETF	Medium	Encinitas, CA	2026-10-21
Next Level Wealth Planning, LLC	368	$5.2K	0.0%	ETF	Very Low	Meridian, ID	2026-10-29
Key Capital Management, Inc	357	$5.0K	0.0%	ETF	Medium	Hendersonville, Tn 37075, TN	2026-11-03
Caitong International Asset Management Co., Ltd	336	$4.7K	0.0%	Growth	Very High	Hong Kong, South Korea	2026-10-29
EverSource Wealth Advisors, LLC	306	$4.3K	0.0%	Core	Medium	Birmingham, AL	2026-11-04
Nemes Rush Group LLC	300	$4.2K	0.0%	Core	Very Low	Novi, MI	2026-11-04
Cape Investment Advisory, Inc.	300	$4.2K	0.0%	ETF	Low	Mcdonough, GA	2026-10-13
Versant Capital Management, Inc	283	$4.0K	0.0%	GARP	Low	Phoenix, AZ	2026-10-02
MassMutual Private Wealth & Trust, FSB	264	$3.7K	0.0%	Core	Low	Springfield, MA	2026-10-05
Brown, Lisle Ings, Inc.	250	$3.5K	0.0%	Core	Very Low	Providence, RI	2026-10-16
Parallel Advisors, LLC	248	$3.5K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Central Trust Co	244	$3.4K	0.0%	Core	Low	Jefferson City, MO	2026-11-05
Aspect Partners, LLC	240	$3.4K	0.0%	ETF	Medium	Fairfax, VA	2026-10-20
Avion Wealth	236	$3	0.0%	ETF	Low	The Woodlands, TX	2026-11-04
Blue Trust, Inc.	220	$3.1K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
First Horizon Corp	204	$2.9K	0.0%	Core	Low	Memphis, TN	2026-10-26
Glass Jacobson Investment Advisors llc	181	$2.5K	0.0%	ETF	Low	Owings Mills, MD	2026-10-26
City Holding Co	179	$2.5K	0.0%	Core	Low	Charleston, WV	2026-10-19
Signature Resources Capital Management, LLC	150	$2.1K	0.0%	ETF	Low	Newport Beach, CA	2026-10-16
Atlantic Edge Private Wealth Management, LLC	150	$2.1K	0.0%	Core	Low	Jacksonville, FL	2026-10-20
Arlington Trust Co LLC	150	$2.1K	0.0%	ETF	Medium	Birmingham, AL	2026-10-20
Quest 10 Wealth Builders, Inc.	144	$2.0K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Rakuten Securities, Inc.	120	$1.7K	0.0%	Agg Growth	High	Tokyo, Mexico	2026-11-02
Triumph Capital Management	115	$1.6K	0.0%	ETF	Medium	Denver, CO	2026-10-14
Kelleher Financial Advisors	83	$1.2K	0.0%	Core	Medium	New York, NY	2026-10-30
Silver Grove Financial Group, Inc.	78	$1.1K	0.0%	Core	Medium	Orchard Park, NY	2026-11-05
Hazlett, Burt & Watson, Inc.	70	$1	0.0%	Core	Very Low	Wheeling, WV	2026-11-04
William Mack & Associates, Inc.	66	$930	0.0%	ETF	Low	Troy, MI	2026-10-27
Sfam, LLC	60	$845	0.0%	ETF	Very Low	Elmhurst, IL	2026-11-03
Rosenberg Matthew Hamilton	52	$732	0.0%	ETF	Very Low	Grand Junction, CO	2026-10-05
Provenance Wealth Advisors, LLC	52	$732	0.0%	ETF	Low	Fort Lauderdale, FL	2026-10-30
Reap Financial Group, LLC	50	$704	0.0%	ETF	Low	Austin, TX	2026-11-02
Proathlete Wealth Management LLC	42	$591	0.0%	ETF	Very Low	Boca Raton, FL	2026-10-15
City State Bank	35	$493	0.0%	Growth	Very Low	Norwalk, IA	2026-10-20
Bare Financial Services, Inc	32	$451	0.0%	ETF	Very Low	Gap, PA	2026-11-04
Fortitude Family Office, LLC	29	$408	0.0%	ETF	Medium	Scottsdale, AZ	2026-10-14
Covestor Ltd	27	$0	0.0%	Value	High	London, United Kingdom	2026-10-30
Assetmark, Inc	25	$352	0.0%	ETF	Low	Concord, CA	2026-10-21
Pinnacle Wealth Planning Services, Inc.	20	$282	0.0%	GARP	Low	Mansfield, OH	2026-10-27
Ascentis Wealth Management, LLC	17	$239	0.0%	Agg Growth	Low	Dallas, TX	2026-11-03
Compass Financial Management LLC	16	$225	0.0%	Core	N/A	Tampa, FL	2026-10-30
Tradewinds Capital Management, LLC	13	$184	0.0%	ETF	Very High	Bellingham, WA	2026-10-23
Kingdom Financial Group Llc.	10	$141	0.0%	ETF	Medium	Peoria, AZ	2026-11-04
Essential Investment Partners LLC	5	$70	0.0%	Growth	Low	Englewood, CO	2026-10-27
Golden State Wealth Management, LLC	5	$70	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
DiNuzzo Private Wealth, Inc.	5	$71	0.0%	ETF	Low	Beaver, PA	2026-10-16
Hughes Financial Services, LLC	4	$42	0.0%	ETF	Low	Herndon, VA	2026-10-30
Essential Partners LLC	2	$28	0.0%	Value	Medium	Rancho Santa Fe, CA	2026-10-14