Ameris Bancorp - ABCB
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 9,769,532 | 881,797 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,716,080 | 335,413 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 3,490,328 | 315,720 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,884,067 | 308,865 | 0.06% | 0.06% | 4 | -16,680 | -0.43% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 3,091,817 | 279,067 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 2,892,605 | 261,086 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 2,867,288 | 258,801 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Reef Capital Management LP | History | No change | 2,732,243 | 246,612 | 9.46% | 9.46% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 2,647,824 | 238,992 | 5.6% | 5.6% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 2,206,771 | 199,183 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,882,106 | 169,904 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 1,274,893 | 115,071 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,202,889 | 95,653 | 0.62% | 0.66% | 13 | +10,619 | 0.89% | Q3 2026 | Oct 06, 2026 |
| Nuveen, LLC | History | No change | 1,035,046 | 93,423 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 928,888 | 84,180 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 868,132 | 78,357 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 984,349 | 78,275 | 0.04% | 0.05% | 17 | -33,381 | -3.28% | Q3 2026 | Nov 02, 2026 |
| Channing Capital Management, LLC | History | Reduced | 952,213 | 75,719 | 1.98% | 2.07% | 18 | -41,445 | -4.17% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 799,713 | 72,182 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 793,055 | 71,581 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 711,279 | 64,200 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 710,879 | 64,163 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 701,331 | 63,302 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 701,033 | 63,275 | 0.75% | 0.75% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Davis Asset Management, L.P. | History | No change | 621,800 | 56,123 | 1.42% | 1.42% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 613,253 | 55,352 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 607,628 | 54,844 | 0.48% | 0.48% | 27 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 584,571 | 52,763 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 535,106 | 48,298 | 0.38% | 0.38% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 530,330 | 47,868 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 455,332 | 41,098 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 504,206 | 40,094 | 0.01% | 0.01% | 32 | -19,737 | -3.77% | Q3 2026 | Nov 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 421,899 | 38,080 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 381,328 | 34,418 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| First Eagle Investment Management, LLC | History | No change | 328,929 | 29,689 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 313,639 | 28,309 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 311,740 | 28,137 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 309,549 | 27,939 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 301,085 | 27,175 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 337,539 | 26,841 | 0.14% | 0.17% | 40 | -37,116 | -9.91% | Q3 2026 | Oct 15, 2026 |
| Aberdeen Group plc | History | No change | 284,480 | 25,677 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 264,600 | 23,882 | 0.49% | 0.49% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 256,639 | 23,167 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 253,806 | 22,908 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 255,810 | 20,385 | 1.48% | 1.49% | 45 | -4,327 | -1.66% | Q3 2026 | Nov 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 216,617 | 19,551 | 0.05% | 0.05% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 207,452 | 18,727 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 178,167 | 16,081 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 172,813 | 15,598 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fisher Asset Management, LLC | History | No change | 172,000 | 15,524 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 164,468 | 14,844 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 158,852 | 14,337 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSM Advisors, LLC | History | No change | 146,609 | 13,234 | 0.28% | 0.28% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 144,977 | 13,077 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 138,626 | 12,512 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 134,460 | 12,136 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 131,237 | 11,844 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 130,798 | 11,805 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phocas Financial Corp. | History | No change | 129,952 | 11,729 | 1.63% | 1.63% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Swiss National Bank | History | No change | 129,344 | 11,674 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Edgestream Partners, L.P. | History | No change | 128,785 | 11,624 | 0.35% | 0.35% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | No change | 119,000 | 10,740 | 0.65% | 0.65% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 117,414 | 10,597 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 111,493 | 10,063 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 113,189 | 9,082 | 0.01% | 0.03% | 65 | -104,242 | -47.94% | Q3 2026 | Nov 04, 2026 |
| Impax Asset Management Group plc | History | No change | 100,000 | 9,026 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 91,383 | 8,249 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 78,398 | 7,076 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STRS OHIO | History | Added to | 87,400 | 6,950 | 0.03% | 0.03% | 69 | +9,400 | 12.05% | Q3 2026 | Oct 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 73,683 | 6,650 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 82,690 | 6,448 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 70,848 | 6,394 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 69,043 | 6,231 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 68,742 | 6,204 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 68,290 | 6,163 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 66,975 | 6,045 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 66,186 | 5,973 | 0.93% | 0.93% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 65,985 | 5,955 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | No change | 65,000 | 5,866 | 1.07% | 1.07% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 64,027 | 5,779 | 0.19% | 0.19% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARCLAYS PLC | History | No change | 59,771 | 5,394 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | Reduced | 67,337 | 5,354 | 0.37% | 0.43% | 82 | -1,433 | -2.08% | Q3 2026 | Nov 02, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 63,683 | 5,064 | 2.02% | 2.17% | 83 | -7,037 | -9.95% | Q3 2026 | Nov 03, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 54,878 | 4,953 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 50,585 | 4,570 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 50,606 | 4,567 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 49,134 | 4,434 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 46,448 | 4,192 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 51,767 | 4,116 | 0.0% | 0.0% | 89 | -22,119 | -29.94% | Q3 2026 | Nov 04, 2026 |
| New Age Alpha Advisors, LLC | History | No change | 45,075 | 4,068 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 44,845 | 4,047 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 42,400 | 3,827 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 46,007 | 3,658 | 0.22% | 0.23% | 93 | +1,250 | 2.79% | Q3 2026 | Oct 30, 2026 |
| Rafferty Asset Management, LLC | History | No change | 39,264 | 3,543 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 38,483 | 3,473 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 38,242 | 3,451 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 42,057 | 3,344 | 0.01% | 0.01% | 97 | -1,831 | -4.17% | Q3 2026 | Nov 05, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 37,046 | 3,343 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| De Lisle Partners LLP | History | No change | 36,935 | 3,337 | 0.36% | 0.36% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 35,434 | 3,198 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 35,184 | 3,179 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 34,420 | 3,106 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 33,695 | 3,041 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 32,537 | 2,936 | 0.07% | 0.07% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 32,336 | 2,918 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 31,411 | 2,835 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cutler Capital Management, LLC | History | No change | 30,759 | 2,776 | 0.72% | 0.72% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 30,480 | 2,751 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 30,065 | 2,713 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 29,665 | 2,677 | 0.44% | 0.44% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 28,816 | 2,602 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 32,218 | 2,561 | 0.03% | 0.03% | 112 | -619 | -1.89% | Q3 2026 | Nov 05, 2026 |
| Horizon Investments, LLC | History | No change | 28,066 | 2,533 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 28,000 | 2,527 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 27,116 | 2,447 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FJ Capital Management LLC | History | No change | 26,377 | 2,380 | 0.31% | 0.31% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 25,175 | 2,272 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 24,652 | 2,225 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 24,469 | 2,208 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 23,899 | 2,157 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 23,895 | 2,156 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 26,800 | 2,131 | 0.03% | 0.04% | 122 | -800 | -2.9% | Q3 2026 | Oct 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 26,658 | 2,125 | 0.09% | 0.1% | 123 | -7 | -0.03% | Q3 2026 | Oct 29, 2026 |
| SG Americas Securities, LLC | History | No change | 22,946 | 2,071 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 22,512 | 2,031 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 25,266 | 2,009 | 0.16% | 0.18% | 126 | -21 | -0.08% | Q3 2026 | Oct 19, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 21,596 | 1,949 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 23,733 | 1,890 | 0.0% | 0.0% | 128 | +510 | 2.2% | Q3 2026 | Oct 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 20,430 | 1,844 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 19,801 | 1,787 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OP Asset Management Ltd | History | No change | 22,434 | 1,783 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,521 | 1,761 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 19,469 | 1,757 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 21,919 | 1,742 | 0.01% | 0.01% | 134 | -5,756 | -20.8% | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,162 | 1,729 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 18,000 | 1,624 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 17,927 | 1,618 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,117 | 1,600 | 0.0% | 0.01% | 138 | -10,454 | -34.2% | Q3 2026 | Oct 22, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 17,475 | 1,577 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,042 | 1,538 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 16,638 | 1,502 | 0.09% | 0.09% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arizona State Retirement System | History | Added to | 18,003 | 1,431 | 0.01% | 0.01% | 142 | +209 | 1.17% | Q3 2026 | Nov 03, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 15,775 | 1,423 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,720 | 1,421 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 15,500 | 1,399 | 0.49% | 0.49% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 17,159 | 1,364 | 0.08% | 0.09% | 146 | +876 | 5.38% | Q3 2026 | Oct 26, 2026 |
| ALLSTATE CORP | History | No change | 14,845 | 1,339 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,568 | 1,317 | 0.01% | 0.02% | 148 | -675 | -3.91% | Q3 2026 | Oct 22, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,541 | 1,315 | 0.0% | 0.0% | 149 | -872 | -5.01% | Q3 2026 | Nov 05, 2026 |
| AMALGAMATED BANK | History | Reduced | 16,387 | 1,303 | 0.01% | 0.01% | 150 | -633 | -3.72% | Q3 2026 | Oct 23, 2026 |
| Brevan Howard Capital Management LP | History | No change | 14,411 | 1,300 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 13,957 | 1,259 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 13,565 | 1,224 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,812 | 1,177 | 0.01% | 0.01% | 154 | -137 | -0.92% | Q3 2026 | Nov 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,881 | 1,162 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 12,863 | 1,161 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 14,611 | 1,161 | 0.1% | 0.11% | 157 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 14,260 | 1,133 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 14,139 | 1,124 | 0.01% | 0.01% | 159 | -200 | -1.39% | Q3 2026 | Oct 29, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 13,974 | 1,111 | 0.02% | 0.01% | 160 | +4,788 | 52.12% | Q3 2026 | Nov 05, 2026 |
| Legato Capital Management LLC | History | No change | 12,293 | 1,109 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 12,076 | 1,089 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversified Trust Co | History | No change | 11,920 | 1,075 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 11,815 | 1,066 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,304 | 1,057 | 0.01% | 0.02% | 165 | -10,377 | -43.82% | Q3 2026 | Oct 15, 2026 |
| Gibbs Wealth Management | History | Added to | 13,132 | 1,044 | 0.11% | 0.13% | 166 | +810 | 6.57% | Q3 2026 | Oct 22, 2026 |
| Cetera Investment Advisers | History | No change | 11,557 | 1,043 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 11,107 | 1,002 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,988 | 991 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 10,892 | 983 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 12,253 | 974 | 0.0% | 0.0% | 171 | -2,014 | -14.12% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,205 | 970 | 0.0% | 0.0% | 172 | +114 | 0.94% | Q3 2026 | Nov 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,733 | 968 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sciencast Management LP | History | No change | 10,700 | 965 | 0.2% | 0.2% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amundi | History | No change | 10,121 | 913 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 9,804 | 884 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,790 | 883 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 9,401 | 848 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,464 | 832 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 10,384 | 825 | 0.0% | 0.0% | 180 | +1,018 | 10.87% | Q3 2026 | Nov 04, 2026 |
| Cullen Capital Management, LLC | History | No change | 9,142 | 825 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 9,100 | 821 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,058 | 817 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 8,709 | 787 | 0.17% | 0.17% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 8,595 | 775 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | Added to | 9,012 | 716 | 0.0% | 0.0% | 186 | +1,287 | 16.66% | Q3 2026 | Nov 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 8,895 | 707 | 0.0% | 0.0% | 187 | -506 | -5.38% | Q3 2026 | Oct 28, 2026 |
| &PARTNERS | History | No change | 7,833 | 706 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 8,827 | 702 | 0.05% | 0.05% | 189 | +154 | 1.78% | Q3 2026 | Oct 22, 2026 |
| CITADEL ADVISORS LLC | History | No change | 7,700 | 695 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Savant Capital, LLC | History | No change | 7,599 | 685 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BIP Wealth, LLC | History | Reduced | 8,568 | 681 | 0.02% | 0.03% | 192 | -2,793 | -24.58% | Q3 2026 | Oct 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,478 | 674 | 0.0% | 0.01% | 193 | -646 | -7.08% | Q3 2026 | Oct 16, 2026 |
| Atria Investments, Inc | History | Reduced | 8,065 | 641 | 0.01% | 0.01% | 194 | -266 | -3.19% | Q3 2026 | Oct 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,100 | 640 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Inspire Investing, LLC | History | Added to | 7,988 | 635 | 0.03% | 0.03% | 196 | +455 | 6.04% | Q3 2026 | Oct 22, 2026 |
| DRW Securities, LLC | History | No change | 6,895 | 622 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 7,731 | 614 | 0.07% | 0.08% | 198 | +182 | 2.41% | Q3 2026 | Oct 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 6,734 | 607 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 6,726 | 607 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Round Rock Advisors LLC | History | No change | 6,688 | 603 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,571 | 593 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 6,500 | 586 | 0.41% | 0.41% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SALZHAUER MICHAEL | History | Reduced | 7,325 | 582 | 0.23% | 0.23% | 204 | -51 | -0.69% | Q3 2026 | Oct 27, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,174 | 570 | 0.01% | 0.01% | 205 | -47 | -0.65% | Q3 2026 | Oct 23, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 6,306 | 569 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,102 | 564 | 0.0% | 0.0% | 207 | +189 | 2.73% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 6,211 | 560 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 7,006 | 557 | 0.15% | 0.19% | 209 | -1,227 | -14.9% | Q3 2026 | Oct 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 6,098 | 550 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,007 | 542 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 5,917 | 534 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 5,800 | 523 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 6,498 | 516 | 0.0% | 0.0% | 214 | -771 | -10.61% | Q3 2026 | Nov 02, 2026 |
| Vestcor Inc | History | No change | 5,663 | 511 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XPONANCE LLC | History | Reduced | 6,232 | 495 | 0.0% | 0.0% | 216 | -297 | -4.55% | Q3 2026 | Nov 03, 2026 |
| BTG Pactual Asset Management US LLC | History | No change | 5,440 | 491 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 5,371 | 484 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Callan Family Office, LLC | History | No change | 5,344 | 482 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EJF Capital LP | History | No change | 4,946 | 446 | 0.3% | 0.3% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 5,587 | 444 | 0.09% | 0.1% | 221 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 4,908 | 442 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 4,812 | 437 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,425 | 431 | 0.0% | 0.0% | 224 | +3,559 | 190.73% | Q3 2026 | Oct 28, 2026 |
| Guardian Partners Inc. | History | No change | 5,200 | 413 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 5,123 | 407 | 0.0% | 0.02% | 226 | -28,400 | -84.72% | Q3 2026 | Oct 28, 2026 |
| CHOREO, LLC | History | Reduced | 5,025 | 407 | 0.0% | 0.01% | 227 | -310 | -5.81% | Q3 2026 | Oct 28, 2026 |
| 1492 Capital Management LLC | History | No change | 4,500 | 406 | 0.12% | 0.12% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,471 | 403 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 4,442 | 400 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | No change | 5,003 | 397 | 0.06% | 0.07% | 231 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Sepio Capital, LP | History | No change | 4,894 | 389 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 4,705 | 374 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,067 | 367 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ethic Inc. | History | Reduced | 4,601 | 365 | 0.0% | 0.01% | 236 | -24 | -0.52% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,054 | 365 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,553 | 362 | 0.01% | 0.01% | 237 | +26 | 0.57% | Q3 2026 | Nov 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,000 | 361 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 4,010 | 361 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DnB Asset Management AS | History | No change | 3,929 | 354 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 4,409 | 350 | 0.0% | 0.0% | 241 | -2,504 | -36.22% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,850 | 347 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,743 | 337 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,623 | 327 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,030 | 320 | 0.01% | 0.01% | 245 | -482 | -10.68% | Q3 2026 | Oct 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,961 | 314 | 0.0% | 0.0% | 246 | -97 | -2.39% | Q3 2026 | Oct 30, 2026 |
| ASSETMARK, INC | History | Added to | 3,927 | 312 | 0.0% | 0.0% | 247 | +554 | 16.42% | Q3 2026 | Oct 21, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,935 | 312 | 0.0% | 0.0% | 248 | -118 | -2.91% | Q3 2026 | Oct 21, 2026 |
| BRIGHTON JONES LLC | History | Added to | 3,917 | 311 | 0.01% | 0.01% | 249 | +66 | 1.71% | Q3 2026 | Nov 03, 2026 |
| Vise Technologies, Inc. | History | Reduced | 3,878 | 308 | 0.0% | 0.01% | 250 | -1,649 | -29.84% | Q3 2026 | Oct 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,299 | 297 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Argent Trust Co | History | No change | 3,292 | 297 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,704 | 294 | 0.0% | 0.0% | 253 | -25 | -0.67% | Q3 2026 | Nov 05, 2026 |
| BROWN ADVISORY INC | History | No change | 3,196 | 288 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 3,131 | 282 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Palmer Knight Co | History | No change | 3,109 | 280 | 0.11% | 0.11% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 3,091 | 278 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 3,079 | 277 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,426 | 272 | 0.04% | 0.05% | 260 | -63 | -1.81% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 3,021 | 272 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,955 | 266 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 3,283 | 261 | 0.0% | 0.0% | 262 | -117 | -3.44% | Q3 2026 | Oct 27, 2026 |
| Jacksonville Wealth Management, LLC | History | Added to | 3,245 | 258 | 0.14% | 0.17% | 263 | +5 | 0.15% | Q3 2026 | Oct 30, 2026 |
| Diametric Capital, LP | History | No change | 2,823 | 254 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,771 | 250 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Massar Capital Management, LP | History | No change | 2,759 | 249 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,088 | 245 | 0.02% | 0.03% | 267 | -329 | -9.63% | Q3 2026 | Oct 20, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 3,051 | 243 | 0.02% | — | 269 | +3,051 | New | Q3 2026 | Oct 28, 2026 |
| Fiduciary Group, LLC | History | No change | 2,700 | 243 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 2,681 | 241 | 0.13% | 0.13% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Genesee Capital Advisors, LLC | History | New | 2,962 | 235 | 0.07% | — | 271 | +2,962 | New | Q3 2026 | Oct 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,918 | 232 | 0.0% | 0.0% | 272 | +7 | 0.24% | Q3 2026 | Oct 28, 2026 |
| Nykredit A/S | History | No change | 2,557 | 230 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 2,889 | 229 | 0.02% | 0.03% | 275 | +95 | 3.4% | Q3 2026 | Nov 03, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,887 | 229 | 0.01% | 0.01% | 274 | +34 | 1.19% | Q3 2026 | Oct 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 2,533 | 229 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,792 | 222 | 0.01% | 0.01% | 277 | +24 | 0.87% | Q3 2026 | Oct 22, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 2,773 | 220 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,418 | 218 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Panoramic Capital Partners, LLC | History | No change | 2,423 | 218 | 0.1% | 0.1% | 280 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Empowered Funds, LLC | History | No change | 2,389 | 215 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,680 | 213 | 0.0% | 0.0% | 282 | -1,102 | -29.14% | Q3 2026 | Oct 20, 2026 |
| GAMMA Investing LLC | History | Added to | 2,656 | 211 | 0.01% | 0.01% | 283 | +110 | 4.32% | Q3 2026 | Oct 08, 2026 |
| GTS SECURITIES LLC | History | No change | 2,243 | 202 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 2,330 | 185 | 0.02% | 0.02% | 285 | -160 | -6.43% | Q3 2026 | Oct 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,200 | 174 | 0.02% | 0.02% | 286 | -26 | -1.17% | Q3 2026 | Oct 27, 2026 |
| KBC Group NV | History | No change | 2,147 | 171 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,016 | 160 | 0.01% | 0.0% | 288 | +642 | 46.72% | Q3 2026 | Nov 04, 2026 |
| Aquatic Capital Management LLC | History | No change | 1,592 | 143 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,272 | 101 | 0.0% | 0.0% | 290 | -62 | -4.65% | Q3 2026 | Oct 22, 2026 |
| Amova Asset Management Americas, Inc. | History | No change | 977 | 88 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 943 | 85 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,013 | 80 | 0.01% | 0.01% | 293 | +39 | 4.0% | Q3 2026 | Oct 01, 2026 |
| Allworth Financial LP | History | No change | 746 | 67 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 734 | 66 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 691 | 62 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Family Offices, LLP | History | New | 776 | 61 | 0.02% | — | 297 | +776 | New | Q3 2026 | Nov 02, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 618 | 55 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 697 | 55 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Optiver Holding B.V. | History | No change | 576 | 51 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Covestor Ltd | History | Added to | 628 | 50 | 0.03% | 0.03% | 301 | +91 | 16.95% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 625 | 49 | 0.0% | 0.0% | 302 | +86 | 15.96% | Q3 2026 | Oct 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 538 | 48 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 538 | 48 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 513 | 46 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 545 | 43 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | No change | 521 | 41 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 437 | 39 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 430 | 38 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 411 | 37 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | No change | 442 | 35 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 411 | 32 | 0.0% | — | 312 | +411 | New | Q3 2026 | Oct 29, 2026 |
| Salomon & Ludwin, LLC | History | No change | 396 | 31 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 378 | 30 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | No change | 383 | 30 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| NFSG Corp | History | No change | 380 | 30 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 334 | 26 | 0.0% | — | 317 | +334 | New | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 296 | 23 | 0.0% | 0.0% | 319 | +41 | 16.08% | Q3 2026 | Oct 14, 2026 |
| COUNTRY TRUST BANK | History | No change | 299 | 23 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIRST HORIZON CORP | History | No change | 284 | 22 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bare Financial Services, Inc | History | Added to | 276 | 21 | 0.0% | 0.01% | 321 | +20 | 7.81% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 220 | 19 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crewe Advisors LLC | History | No change | 212 | 19 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 196 | 17 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 203 | 16 | 0.0% | 0.0% | 325 | +30 | 17.34% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 186 | 14 | 0.0% | 0.0% | 326 | +8 | 4.49% | Q3 2026 | Oct 14, 2026 |
| Persistent Asset Partners Ltd | History | No change | 160 | 14 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 156 | 14 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 159 | 12 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MidFirst Bank | History | No change | 134 | 12 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Park Place Capital Corp | History | No change | 125 | 11 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 150 | 11 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GK Wealth Management LLC | History | New | 132 | 10 | 0.01% | — | 335 | +132 | New | Q3 2026 | Oct 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 113 | 10 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CVA Family Office, LLC | History | No change | 121 | 10 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DANSKE BANK A/S | History | No change | 100 | 9 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | New | 108 | 8 | 0.0% | — | 338 | +108 | New | Q3 2026 | Oct 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 109 | 8 | 0.0% | 0.0% | 337 | -3 | -2.68% | Q3 2026 | Nov 03, 2026 |
| High Note Wealth, LLC | History | No change | 90 | 7 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Wealth Management, LLC | History | New | 87 | 6 | 0.0% | — | 343 | +87 | New | Q3 2026 | Nov 03, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 72 | 6 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 84 | 6 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 71 | 6 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tributary Capital Management, LLC | History | New | 74 | 5 | 0.0% | — | 347 | +74 | New | Q3 2026 | Oct 28, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 72 | 5 | 0.0% | — | 348 | +72 | New | Q3 2026 | Oct 15, 2026 |
| Quarry LP | History | No change | 58 | 5 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 68 | 5 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Elyxium Wealth, LLC | History | New | 52 | 4 | 0.0% | — | 353 | +52 | New | Q3 2026 | Oct 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 59 | 4 | 0.0% | 0.0% | 350 | +24 | 68.57% | Q3 2026 | Oct 22, 2026 |
| US BANCORP \DE\ | History | No change | 55 | 4 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Marquette Asset Management, LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 62 | 4 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 44 | 3 | 0.0% | 0.0% | 355 | -30 | -40.54% | Q3 2026 | Oct 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 35 | 3 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avion Wealth | History | No change | 44 | 3 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rialto Wealth Management, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | New | 30 | 2 | 0.0% | — | 364 | +30 | New | Q3 2026 | Oct 01, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 31 | 2 | 0.0% | 0.0% | 360 | +7 | 29.17% | Q3 2026 | Oct 27, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 30 | 2 | 0.0% | 0.0% | 362 | -1 | -3.23% | Q3 2026 | Oct 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 36 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 25 | 1 | 0.0% | — | 366 | +22 | 733.33% | Q3 2026 | Oct 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 22 | 1 | 0.0% | — | 374 | +22 | New | Q3 2026 | Oct 23, 2026 |
| Larson Financial Group LLC | History | Added to | 20 | 1 | 0.0% | — | 367 | +12 | 150.0% | Q3 2026 | Nov 05, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 371 | -5 | -16.67% | Q3 2026 | Oct 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Bell Investment Advisors, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Torren Management, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,827 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Henshaw Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,110 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Artemis Investment Management LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,692 | -100.0% | Q3 2026 | Oct 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,681 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Westover Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,441 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,420 | -100.0% | Q3 2026 | Nov 02, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,407 | -100.0% | Q3 2026 | Oct 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,253 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Jacobi Capital Management LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q3 2026 | Nov 05, 2026 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Nov 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -6 | -75.0% | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Oct 19, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Nov 03, 2026 |
| CENTRAL TRUST Co | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12 | 0 | — | 0.0% | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| HFM Investment Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |