001026103
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | New | 10,999,272 | 197,106 | 0.01% | — | 1 | +10,999,272 | New | Q3 2026 | Nov 10, 2026 |
| Clayton, Dubilier & Rice, LLC | History | New | 7,495,958 | 134,327 | 18.53% | — | 2 | +7,495,958 | New | Q3 2026 | Nov 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | New | 3,904,217 | 69,970 | 0.01% | — | 3 | +3,904,217 | New | Q3 2026 | Nov 04, 2026 |
| STATE STREET CORP | History | New | 2,886,735 | 51,730 | 0.0% | — | 4 | +2,886,735 | New | Q3 2026 | Nov 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 2,373,360 | 42,530 | 0.02% | — | 5 | +2,373,360 | New | Q3 2026 | Nov 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 1,753,230 | 31,425 | 0.0% | — | 6 | +1,753,230 | New | Q3 2026 | Nov 06, 2026 |
| Fisher Asset Management, LLC | History | New | 1,390,882 | 24,924 | 0.01% | — | 7 | +1,390,882 | New | Q3 2026 | Nov 06, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | New | 810,268 | 14,520 | 0.04% | — | 8 | +810,268 | New | Q3 2026 | Oct 30, 2026 |
| Boston Partners | History | New | 630,063 | 11,289 | 0.01% | — | 9 | +630,063 | New | Q3 2026 | Nov 10, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 546,168 | 9,787 | 0.09% | — | 10 | +546,168 | New | Q3 2026 | Nov 09, 2026 |
| Bank of New York Mellon Corp | History | New | 429,248 | 7,692 | 0.0% | — | 11 | +429,248 | New | Q3 2026 | Nov 05, 2026 |
| JPMORGAN CHASE & CO | History | New | 349,773 | 6,717 | 0.0% | — | 12 | +349,773 | New | Q3 2026 | Nov 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 334,499 | 5,994 | 0.0% | — | 13 | +334,499 | New | Q3 2026 | Nov 02, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 294,550 | 5,278 | 0.01% | — | 14 | +294,550 | New | Q3 2026 | Nov 12, 2026 |
| BOUSSARD & GAVAUDAN GESTION SAS | History | New | 275,137 | 5,191 | 0.4% | — | 15 | +275,137 | New | Q3 2026 | Nov 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 289,214 | 5,182 | 0.02% | — | 16 | +289,214 | New | Q3 2026 | Nov 12, 2026 |
| Swedbank AB | History | New | 280,000 | 5,017 | 0.0% | — | 17 | +280,000 | New | Q3 2026 | Oct 27, 2026 |
| WINTON GROUP Ltd | History | New | 254,980 | 4,569 | 0.18% | — | 18 | +254,980 | New | Q3 2026 | Nov 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 237,621 | 3,883 | 0.01% | — | 19 | +237,621 | New | Q3 2026 | Nov 10, 2026 |
| FRANKLIN TEMPLETON INC | History | New | 180,812 | 3,419 | 0.0% | — | 20 | +180,812 | New | Q3 2026 | Nov 12, 2026 |
| RHUMBLINE ADVISERS | History | New | 175,404 | 3,143 | 0.0% | — | 21 | +175,404 | New | Q3 2026 | Nov 10, 2026 |
| Nuveen, LLC | History | New | 168,811 | 3,025 | 0.0% | — | 22 | +168,811 | New | Q3 2026 | Nov 10, 2026 |
| Swiss National Bank | History | New | 136,600 | 2,447 | 0.0% | — | 23 | +136,600 | New | Q3 2026 | Nov 12, 2026 |
| Russell Investments Group, Ltd. | History | New | 136,537 | 2,446 | 0.0% | — | 24 | +136,537 | New | Q3 2026 | Nov 06, 2026 |
| Pembroke Management, LTD | History | New | 98,381 | 1,762 | 0.22% | — | 25 | +98,381 | New | Q3 2026 | Oct 21, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | New | 78,800 | 1,412 | 0.16% | — | 26 | +78,800 | New | Q3 2026 | Nov 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 77,869 | 1,395 | 0.0% | — | 27 | +77,869 | New | Q3 2026 | Oct 22, 2026 |
| DEUTSCHE BANK AG\ | History | New | 75,525 | 1,353 | 0.0% | — | 28 | +75,525 | New | Q3 2026 | Nov 06, 2026 |
| STALEY CAPITAL ADVISERS INC | History | New | 70,000 | 1,254 | 0.05% | — | 29 | +70,000 | New | Q3 2026 | Nov 06, 2026 |
| UBS Group AG | History | New | 66,801 | 1,197 | 0.0% | — | 30 | +66,801 | New | Q3 2026 | Nov 10, 2026 |
| Tweedy, Browne Co LLC | History | New | 56,017 | 1,003 | 0.08% | — | 31 | +56,017 | New | Q3 2026 | Nov 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 56,017 | 1,003 | 0.0% | — | 32 | +56,017 | New | Q3 2026 | Oct 28, 2026 |
| SEI INVESTMENTS CO | History | New | 55,549 | 995 | 0.0% | — | 33 | +55,549 | New | Q3 2026 | Nov 10, 2026 |
| Creative Planning | History | New | 51,830 | 928 | 0.0% | — | 34 | +51,830 | New | Q3 2026 | Nov 02, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | New | 43,608 | 781 | 0.02% | — | 35 | +43,608 | New | Q3 2026 | Oct 29, 2026 |
| New Age Alpha Advisors, LLC | History | New | 40,828 | 731 | 0.03% | — | 36 | +40,828 | New | Q3 2026 | Nov 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 38,898 | 697 | 0.0% | — | 37 | +38,898 | New | Q3 2026 | Nov 05, 2026 |
| STRS OHIO | History | New | 38,500 | 689 | 0.0% | — | 38 | +38,500 | New | Q3 2026 | Oct 30, 2026 |
| Illinois Municipal Retirement Fund | History | New | 37,941 | 679 | 0.01% | — | 39 | +37,941 | New | Q3 2026 | Nov 05, 2026 |
| Paralel Advisors LLC | History | New | 34,599 | 620 | 0.03% | — | 40 | +34,599 | New | Q3 2026 | Nov 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 34,510 | 618 | 0.0% | — | 41 | +34,510 | New | Q3 2026 | Nov 10, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 31,659 | 567 | 0.02% | — | 42 | +31,659 | New | Q3 2026 | Nov 10, 2026 |
| Louisiana State Employees Retirement System | History | New | 29,750 | 533 | 0.01% | — | 43 | +29,750 | New | Q3 2026 | Oct 20, 2026 |
| Handelsbanken Fonder AB | History | New | 28,000 | 502 | 0.0% | — | 44 | +28,000 | New | Q3 2026 | Nov 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 27,591 | 494 | 0.0% | — | 45 | +27,591 | New | Q3 2026 | Nov 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 26,521 | 475 | 0.0% | — | 46 | +26,521 | New | Q3 2026 | Nov 02, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 26,240 | 470 | 0.01% | — | 47 | +26,240 | New | Q3 2026 | Nov 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 21,284 | 381 | 0.0% | — | 48 | +21,284 | New | Q3 2026 | Nov 10, 2026 |
| Arizona State Retirement System | History | New | 19,174 | 343 | 0.0% | — | 49 | +19,174 | New | Q3 2026 | Nov 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 19,027 | 340 | 0.0% | — | 50 | +19,027 | New | Q3 2026 | Oct 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | New | 18,645 | 334 | 0.0% | — | 51 | +18,645 | New | Q3 2026 | Nov 09, 2026 |
| AMALGAMATED BANK | History | New | 18,079 | 324 | 0.0% | — | 52 | +18,079 | New | Q3 2026 | Oct 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 17,628 | 315 | 0.0% | — | 53 | +17,628 | New | Q3 2026 | Nov 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 17,031 | 306 | 0.0% | — | 54 | +17,031 | New | Q3 2026 | Nov 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | New | 16,800 | 301 | 0.0% | — | 55 | +16,800 | New | Q3 2026 | Nov 10, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 16,457 | 294 | 0.0% | — | 56 | +16,457 | New | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | New | 15,668 | 280 | 0.0% | — | 57 | +15,668 | New | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | New | 15,590 | 279 | 0.0% | — | 58 | +15,590 | New | Q3 2026 | Nov 05, 2026 |
| State of Alaska, Department of Revenue | History | New | 14,539 | 260 | 0.0% | — | 59 | +14,539 | New | Q3 2026 | Oct 15, 2026 |
| LPL Financial LLC | History | New | 14,045 | 251 | 0.0% | — | 60 | +14,045 | New | Q3 2026 | Nov 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 13,299 | 238 | 0.0% | — | 61 | +13,299 | New | Q3 2026 | Nov 10, 2026 |
| AXQ CAPITAL, LP | History | New | 11,635 | 208 | 0.03% | — | 62 | +11,635 | New | Q3 2026 | Nov 12, 2026 |
| Pictet Asset Management Holding SA | History | New | 10,873 | 194 | 0.0% | — | 63 | +10,873 | New | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | New | 8,147 | 146 | 0.0% | — | 64 | +8,147 | New | Q3 2026 | Nov 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 7,824 | 145 | 0.0% | — | 65 | +7,824 | New | Q3 2026 | Nov 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 7,897 | 141 | 0.0% | — | 67 | +7,897 | New | Q3 2026 | Oct 20, 2026 |
| CITIGROUP INC | History | New | 7,880 | 141 | 0.0% | — | 66 | +7,880 | New | Q3 2026 | Nov 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 7,094 | 127 | 0.0% | — | 68 | +7,094 | New | Q3 2026 | Nov 06, 2026 |
| Elyxium Wealth, LLC | History | New | 4,872 | 87 | 0.01% | — | 69 | +4,872 | New | Q3 2026 | Oct 27, 2026 |
| Ensign Peak Advisors, Inc | History | New | 4,228 | 75 | 0.0% | — | 70 | +4,228 | New | Q3 2026 | Nov 12, 2026 |
| Global Retirement Partners, LLC | History | New | 3,781 | 67 | 0.0% | — | 71 | +3,781 | New | Q3 2026 | Nov 10, 2026 |
| GAMMA Investing LLC | History | New | 3,185 | 57 | 0.0% | — | 72 | +3,185 | New | Q3 2026 | Oct 08, 2026 |
| Quent Capital, LLC | History | New | 2,670 | 48 | 0.0% | — | 73 | +2,670 | New | Q3 2026 | Nov 09, 2026 |
| Blue Trust, Inc. | History | New | 2,575 | 46 | 0.0% | — | 74 | +2,575 | New | Q3 2026 | Oct 15, 2026 |
| SIGNATUREFD, LLC | History | New | 2,420 | 43 | 0.0% | — | 75 | +2,420 | New | Q3 2026 | Oct 23, 2026 |
| Arax Advisory Partners | History | New | 2,303 | 41 | 0.0% | — | 77 | +2,303 | New | Q3 2026 | Nov 12, 2026 |
| KBC Group NV | History | New | 2,262 | 41 | 0.0% | — | 76 | +2,262 | New | Q3 2026 | Oct 22, 2026 |
| IFP Advisors, Inc | History | New | 1,977 | 35 | 0.0% | — | 78 | +1,977 | New | Q3 2026 | Oct 16, 2026 |
| Fulcrum Asset Management LLP | History | New | 1,644 | 31 | 0.0% | — | 79 | +1,644 | New | Q3 2026 | Nov 04, 2026 |
| Sterling Capital Management LLC | History | New | 1,500 | 26 | 0.0% | — | 80 | +1,500 | New | Q3 2026 | Oct 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,476 | 26 | 0.01% | — | 81 | +1,476 | New | Q3 2026 | Nov 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 1,274 | 24 | 0.0% | — | 82 | +1,274 | New | Q3 2026 | Nov 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,277 | 22 | 0.0% | — | 83 | +1,277 | New | Q3 2026 | Oct 27, 2026 |
| Rothwell Investment Advisors, LLC | History | New | 1,070 | 19 | 0.01% | — | 84 | +1,070 | New | Q3 2026 | Nov 06, 2026 |
| US BANCORP \DE\ | History | New | 895 | 16 | 0.0% | — | 85 | +895 | New | Q3 2026 | Nov 05, 2026 |
| Nykredit A/S | History | New | 866 | 15 | 0.0% | — | 86 | +866 | New | Q3 2026 | Nov 06, 2026 |
| Tradewinds Capital Management, LLC | History | New | 791 | 14 | 0.0% | — | 87 | +791 | New | Q3 2026 | Oct 23, 2026 |
| BESSEMER GROUP INC | History | New | 759 | 13 | 0.0% | — | 88 | +759 | New | Q3 2026 | Nov 09, 2026 |
| Salomon & Ludwin, LLC | History | New | 741 | 13 | 0.0% | — | 89 | +741 | New | Q3 2026 | Oct 29, 2026 |
| Blume Capital Management, Inc. | History | New | 550 | 9 | 0.0% | — | 91 | +550 | New | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 523 | 9 | 0.0% | — | 90 | +523 | New | Q3 2026 | Nov 09, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 349 | 6 | 0.0% | — | 92 | +349 | New | Q3 2026 | Oct 14, 2026 |
| Smithfield Trust Co | History | New | 316 | 5 | 0.0% | — | 93 | +316 | New | Q3 2026 | Nov 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 290 | 5 | 0.0% | — | 94 | +290 | New | Q3 2026 | Nov 12, 2026 |
| TD Waterhouse Canada Inc. | History | New | 276 | 4 | 0.0% | — | 97 | +276 | New | Q3 2026 | Oct 16, 2026 |
| Root Financial Partners, LLC | History | New | 272 | 4 | 0.0% | — | 96 | +272 | New | Q3 2026 | Oct 21, 2026 |
| WHITTIER TRUST CO | History | New | 265 | 4 | 0.0% | — | 95 | +265 | New | Q3 2026 | Nov 12, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 259 | 4 | 0.0% | — | 98 | +259 | New | Q3 2026 | Oct 27, 2026 |
| NFSG Corp | History | New | 216 | 3 | 0.0% | — | 102 | +216 | New | Q3 2026 | Oct 15, 2026 |
| Bare Financial Services, Inc | History | New | 200 | 3 | 0.0% | — | 103 | +200 | New | Q3 2026 | Nov 04, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 194 | 3 | 0.0% | — | 105 | +194 | New | Q3 2026 | Oct 27, 2026 |
| Triumph Capital Management | History | New | 187 | 3 | 0.0% | — | 99 | +187 | New | Q3 2026 | Oct 14, 2026 |
| Key FInancial Inc | History | New | 177 | 3 | 0.0% | — | 101 | +177 | New | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | New | 176 | 3 | 0.0% | — | 100 | +176 | New | Q3 2026 | Nov 05, 2026 |
| Rossby Financial, LCC | History | New | 173 | 3 | 0.0% | — | 104 | +173 | New | Q3 2026 | Nov 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 166 | 2 | 0.0% | — | 113 | +166 | New | Q3 2026 | Nov 09, 2026 |
| ASSETMARK, INC | History | New | 146 | 2 | 0.0% | — | 107 | +146 | New | Q3 2026 | Oct 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 142 | 2 | 0.0% | — | 114 | +142 | New | Q3 2026 | Nov 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 138 | 2 | 0.0% | — | 106 | +138 | New | Q3 2026 | Nov 10, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 122 | 2 | 0.0% | — | 111 | +122 | New | Q3 2026 | Nov 04, 2026 |
| St. Johns Investment Management Company, LLC | History | New | 120 | 2 | 0.0% | — | 108 | +120 | New | Q3 2026 | Oct 30, 2026 |
| Mascoma Wealth Management LLC | History | New | 114 | 2 | 0.0% | — | 110 | +114 | New | Q3 2026 | Oct 23, 2026 |
| Anchor Investment Management, LLC | History | New | 112 | 2 | 0.0% | — | 109 | +112 | New | Q3 2026 | Nov 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 112 | 2 | 0.0% | — | 112 | +112 | New | Q3 2026 | Oct 09, 2026 |
| JNBA Financial Advisors | History | New | 111 | 1 | 0.0% | — | 124 | +111 | New | Q3 2026 | Nov 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 104 | 1 | 0.0% | — | 126 | +104 | New | Q3 2026 | Oct 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 100 | 1 | 0.0% | — | 123 | +100 | New | Q3 2026 | Nov 03, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 99 | 1 | 0.0% | — | 133 | +99 | New | Q3 2026 | Oct 19, 2026 |
| Clearstead Advisors, LLC | History | New | 96 | 1 | 0.0% | — | 117 | +96 | New | Q3 2026 | Nov 06, 2026 |
| J.Safra Asset Management Corp | History | New | 91 | 1 | 0.0% | — | 121 | +91 | New | Q3 2026 | Nov 03, 2026 |
| BAYBAN | History | New | 91 | 1 | 0.0% | — | 134 | +91 | New | Q3 2026 | Nov 10, 2026 |
| Montgomery Financial Services LLC | History | New | 85 | 1 | 0.0% | — | 136 | +85 | New | Q3 2026 | Nov 03, 2026 |
| Quaker Wealth Management, LLC | History | New | 83 | 1 | 0.0% | — | 127 | +83 | New | Q3 2026 | Oct 22, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 80 | 1 | 0.0% | — | 128 | +80 | New | Q3 2026 | Oct 20, 2026 |
| SBI Securities Co., Ltd. | History | New | 78 | 1 | 0.0% | — | 129 | +78 | New | Q3 2026 | Oct 21, 2026 |
| Bell Investment Advisors, Inc | History | New | 76 | 1 | 0.0% | — | 130 | +76 | New | Q3 2026 | Oct 28, 2026 |
| Heritage Family Offices, LLP | History | New | 75 | 1 | 0.0% | — | 132 | +75 | New | Q3 2026 | Nov 02, 2026 |
| Parkside Financial Bank & Trust | History | New | 71 | 1 | 0.0% | — | 120 | +71 | New | Q3 2026 | Oct 27, 2026 |
| UMB Private Wealth Management, LLC | History | New | 70 | 1 | 0.0% | — | 137 | +70 | New | Q3 2026 | Oct 19, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 66 | 1 | 0.0% | — | 118 | +66 | New | Q3 2026 | Oct 22, 2026 |
| Westside Investment Management, Inc. | History | New | 66 | 1 | 0.0% | — | 122 | +66 | New | Q3 2026 | Nov 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 65 | 1 | 0.0% | — | 119 | +65 | New | Q3 2026 | Nov 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 64 | 1 | 0.0% | — | 116 | +64 | New | Q3 2026 | Nov 06, 2026 |
| True Wealth Design, LLC | History | New | 59 | 1 | 0.0% | — | 131 | +59 | New | Q3 2026 | Oct 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 57 | 1 | 0.0% | — | 125 | +57 | New | Q3 2026 | Oct 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 41 | 1 | 0.0% | — | 115 | +41 | New | Q3 2026 | Nov 04, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| MATHER GROUP, LLC. | History | New | 55 | 0 | — | — | — | +55 | New | Q3 2026 | Oct 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 55 | 0 | — | — | — | +55 | New | Q3 2026 | Oct 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 54 | 0 | — | — | — | +54 | New | Q3 2026 | Oct 28, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 53 | 0 | — | — | — | +53 | New | Q3 2026 | Nov 04, 2026 |
| Kingdom Financial Group LLC. | History | New | 53 | 0 | — | — | — | +53 | New | Q3 2026 | Nov 04, 2026 |
| Bogart Wealth, LLC | History | New | 48 | 0 | — | — | — | +48 | New | Q3 2026 | Nov 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 46 | 0 | — | — | — | +46 | New | Q3 2026 | Oct 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q3 2026 | Oct 28, 2026 |
| Superior Planning, LLC | History | New | 45 | 0 | — | — | — | +45 | New | Q3 2026 | Nov 12, 2026 |
| Pacific Center for Financial Services | History | New | 42 | 0 | — | — | — | +42 | New | Q3 2026 | Oct 15, 2026 |
| SouthState Bank Corp | History | New | 41 | 0 | — | — | — | +41 | New | Q3 2026 | Nov 09, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | New | 38 | 0 | — | — | — | +38 | New | Q3 2026 | Nov 06, 2026 |
| IFG Advisory, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Nov 06, 2026 |
| Ascentis Independent Advisors | History | New | 37 | 0 | — | — | — | +37 | New | Q3 2026 | Nov 03, 2026 |
| William Mack & Associates, Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q3 2026 | Oct 27, 2026 |
| First Command Advisory Services, Inc. | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Nov 05, 2026 |
| Private Wealth Management Group, LLC | History | New | 35 | 0 | — | — | — | +35 | New | Q3 2026 | Oct 19, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q3 2026 | Nov 10, 2026 |
| ESL Trust Services, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Nov 12, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 29 | 0 | — | — | — | +29 | New | Q3 2026 | Nov 09, 2026 |
| Creative Capital Management Investments LLC | History | New | 28 | 0 | — | — | — | +28 | New | Q3 2026 | Oct 27, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q3 2026 | Nov 10, 2026 |
| BOLTON SECURITIES CORPORATION | History | New | 24 | 0 | — | — | — | +24 | New | Q3 2026 | Nov 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q3 2026 | Oct 27, 2026 |
| Financial Management Professionals, Inc. | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Oct 23, 2026 |
| WPG Advisers, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q3 2026 | Oct 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 23, 2026 |
| North Star Investment Management Corp. | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 27, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 19, 2026 |
| Manchester Capital Management LLC | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 26, 2026 |
| Retirement Wealth Solutions LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Oct 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 15, 2026 |
| Evelyn Partners Group Ltd | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Nov 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 04, 2026 |
| Asset Planning,Inc | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Oct 26, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 03, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 09, 2026 |
| Downshift Financial, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 13, 2026 |
| West Branch Capital LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 20, 2026 |
| Fortis Group Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Nov 06, 2026 |
| Asset Dedication, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 02, 2026 |
| TD Capital Management LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 10, 2026 |
| Elevated Capital Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Nov 04, 2026 |
| Abound Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 26, 2026 |
| Holos Integrated Wealth LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 23, 2026 |
| Fairman Group, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 26, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 15, 2026 |
| Canton Hathaway, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 23, 2026 |
| DecisionPoint Financial, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 27, 2026 |
| BIRCHBROOK, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 14, 2026 |
| Phillip James Consulting Co. | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Nov 03, 2026 |