Global X Funds - AIQ

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 15,642,430 1,019,260 0.53% 0.58% 1 -2,153,105 -12.1% Q3 2026 Nov 06, 2026
BANK OF AMERICA CORP /DE/ History No change 9,110,421 597,734 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 5,314,556 348,688 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 5,203,595 341,407 0.08% 0.08% 4 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 4,444,054 291,574 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 1,764,480 115,767 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,702,005 111,668 0.06% 0.06% 7 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 1,664,465 109,205 0.1% 0.1% 8 0 0.0% Q2 2026 Aug 12, 2026
Hancock Prospecting Pty Ltd History No change 1,494,534 98,056 1.72% 1.72% 9 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 1,520,029 97,616 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,429,186 93,767 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 1,425,655 93,537 0.06% 0.06% 12 0 0.0% Q2 2026 Oct 27, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,332,917 87,452 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 715,958 46,651 0.06% 0.06% 14 +14,621 2.08% Q3 2026 Nov 02, 2026
ASSETMARK, INC History Added to 683,805 44,556 0.07% 0.06% 15 +117,111 20.67% Q3 2026 Oct 21, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 664,484 43,596 0.01% 0.01% 16 0 0.0% Q2 2026 Sep 23, 2026
FIL Ltd History No change 661,709 43,414 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 632,632 41,222 2.34% 2.34% 18 +14,280 2.31% Q3 2026 Oct 09, 2026
OSAIC HOLDINGS, INC. History No change 596,671 39,149 0.05% 0.05% 19 0 0.0% Q2 2026 Aug 14, 2026
OLD MISSION CAPITAL LLC History No change 557,077 36,549 0.58% 0.58% 20 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 524,753 34,192 0.1% 0.11% 21 +6,157 1.19% Q3 2026 Nov 02, 2026
Rockefeller Capital Management L.P. History No change 496,100 32,549 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 13, 2026
AYAL Capital Advisors Ltd History No change 494,500 32,444 8.78% 8.78% 23 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 462,153 30,317 0.05% 0.05% 24 +29,703 6.87% Q3 2026 Oct 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 459,796 30,167 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 446,630 29,303 0.06% 0.06% 26 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History Added to 425,304 27,713 0.06% 0.04% 27 +171,066 67.29% Q3 2026 Nov 02, 2026
JONES FINANCIAL COMPANIES LLLP History No change 427,462 26,994 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History Added to 383,248 24,972 0.06% 0.04% 29 +171,579 81.06% Q3 2026 Nov 04, 2026
Daiwa Securities Group Inc. History No change 383,079 24,961 0.05% 0.05% 30 0 0.0% Q3 2026 Oct 29, 2026
Proficio Capital Partners LLC History No change 379,934 24,927 0.89% 0.89% 31 0 0.0% Q2 2026 Aug 14, 2026
Systelligence, LLC History Added to 198,445 24,424 4.04% 0.35% 32 +166,065 512.86% Q3 2026 Nov 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 358,881 23,546 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Added to 355,143 23,141 1.84% 1.88% 34 +9,355 2.71% Q3 2026 Oct 07, 2026
Madrona Financial Services, LLC History Reduced 323,795 21,098 3.27% 4.02% 35 -8,952 -2.69% Q3 2026 Oct 23, 2026
STIFEL FINANCIAL CORP History No change 316,751 20,782 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 306,890 20,135 0.06% 0.06% 37 0 0.0% Q2 2026 Aug 12, 2026
Richard P Slaughter Associates Inc History Added to 290,629 18,937 3.74% 3.6% 38 +10,538 3.76% Q3 2026 Oct 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 284,209 18,519 0.03% 0.01% 39 +164,551 137.52% Q3 2026 Nov 05, 2026
PRUDENT INVESTORS NETWORK, INC. History No change 246,460 16,170 3.13% 3.13% 40 0 0.0% Q2 2026 Aug 13, 2026
Steele Capital Management, Inc. History Added to 241,416 15,730 0.58% 0.55% 41 +13,701 6.02% Q3 2026 Nov 02, 2026
HighTower Advisors, LLC History No change 229,728 15,072 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 05, 2026
Taylor Securities Services, Inc. History Added to 231,067 15,056 6.01% 5.65% 43 +19,329 9.13% Q3 2026 Oct 20, 2026
CITIGROUP INC History Added to 220,987 14,399 0.0% 0.0% 44 +24,639 12.55% Q3 2026 Nov 04, 2026
CITADEL ADVISORS LLC History No change 217,818 14,291 0.0% 0.0% 45 0 0.0% Q2 2026 Sep 02, 2026
ADAPT WEALTH ADVISORS, LLC History No change 213,783 14,026 4.59% 4.59% 46 0 0.0% Q2 2026 Aug 12, 2026
Global X Japan Co., Ltd. History Reduced 208,940 13,614 0.55% 0.68% 47 -71,583 -25.52% Q3 2026 Oct 21, 2026
MARSHALL WACE, LLP History No change 198,375 13,015 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
Arch Global Advisors, LLC History Reduced 182,953 11,921 4.96% 5.33% 49 -778 -0.42% Q3 2026 Oct 23, 2026
PRINCIPAL SECURITIES, INC. History No change 179,415 11,771 0.14% 0.14% 50 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 174,713 11,462 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 241,279 11,260 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 156,267 10,252 0.05% 0.05% 53 0 0.0% Q2 2026 Jul 27, 2026
Modern Wealth Management, LLC History No change 150,143 9,850 0.12% 0.12% 54 0 0.0% Q2 2026 Aug 13, 2026
Intelligence Driven Advisers, LLC History Reduced 150,475 9,804 1.69% 1.6% 55 -8 -0.01% Q3 2026 Oct 09, 2026
Black Swift Group, LLC History No change 148,960 9,773 1.41% 1.41% 56 0 0.0% Q2 2026 Aug 13, 2026
Riggs Asset Managment Co. Inc. History Added to 147,101 9,585 1.77% 1.03% 57 +59,436 67.8% Q3 2026 Nov 04, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 144,800 9,435 0.02% 0.01% 58 +27,500 23.44% Q3 2026 Oct 28, 2026
Curtis Advisory Group, LLC History Reduced 142,757 9,302 1.73% 1.82% 59 -41 -0.03% Q3 2026 Oct 28, 2026
Decker Wealth Management LLC History Added to 142,010 9,253 1.88% 1.96% 60 +1,095 0.78% Q3 2026 Oct 09, 2026
Quadcap Wealth Management, LLC History Reduced 139,897 9,115 0.86% 1.12% 61 -35,896 -20.42% Q3 2026 Nov 02, 2026
Hobart Private Capital, LLC History Added to 139,847 9,112 1.54% 1.56% 62 +865 0.62% Q3 2026 Oct 19, 2026
VISTA FINANCE, LLC History Reduced 138,575 9,029 4.81% 5.22% 63 -3,755 -2.64% Q3 2026 Oct 23, 2026
Pillsbury Lake Capital LLC History No change 129,259 8,812 2.41% 2.41% 64 0 0.0% Q2 2026 Aug 14, 2026
McKinley Carter Wealth Services, Inc. History Added to 134,773 8,781 0.45% 0.43% 65 +7,381 5.79% Q3 2026 Oct 16, 2026
Quadrature Capital Ltd History No change 133,195 8,738 0.07% 0.07% 66 0 0.0% Q2 2026 Aug 06, 2026
GTS SECURITIES LLC History No change 128,430 8,426 0.18% 0.18% 67 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 126,559 8,246 0.0% 0.0% 68 +14,188 12.63% Q3 2026 Nov 02, 2026
Bleakley Financial Group, LLC History No change 125,153 8,211 0.1% 0.1% 69 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History Added to 124,573 8,117 0.08% 0.08% 70 +3,910 3.24% Q3 2026 Oct 22, 2026
D.A. DAVIDSON & CO. History Added to 123,939 8,075 0.04% 0.04% 71 +1,494 1.22% Q3 2026 Oct 27, 2026
Clarus Group, Inc. History Reduced 117,209 7,637 2.52% 2.87% 72 -11,690 -9.07% Q3 2026 Oct 21, 2026
TD Waterhouse Canada Inc. History Added to 114,991 7,550 0.02% 0.02% 73 +692 0.61% Q3 2026 Oct 16, 2026
Trilogy Capital Inc. History Added to 114,089 7,434 0.29% 0.01% 74 +109,459 2364.13% Q3 2026 Oct 20, 2026
Balance Wealth Partners LLC History Added to 110,307 7,187 1.73% 1.82% 75 +5,915 5.67% Q3 2026 Oct 27, 2026
WJ Wealth Management, LLC History Added to 105,509 6,874 2.8% 1.88% 76 +32,750 45.01% Q3 2026 Nov 03, 2026
JANE STREET GROUP, LLC History No change 102,200 6,705 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 14, 2026
National Philanthropic Trust History No change 99,175 6,506 0.09% 0.09% 78 0 0.0% Q2 2026 Aug 14, 2026
Centurion Wealth Management LLC History Added to 99,635 6,492 1.56% 1.56% 79 +97 0.1% Q3 2026 Oct 13, 2026
Security Financial Services, INC. History Added to 99,292 6,469 0.86% 0.54% 80 +40,503 68.9% Q3 2026 Oct 29, 2026
Janney Montgomery Scott LLC History No change 98,524 6,464 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 05, 2026
Bienville Capital Management, LLC History No change 98,021 6,431 0.86% 0.86% 82 0 0.0% Q2 2026 Aug 13, 2026
Perennial Investment Advisors, LLC History No change 96,918 6,359 0.42% 0.42% 83 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 96,564 6,335 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 12, 2026
Farther Finance Advisors, LLC History Reduced 95,606 6,229 0.04% 0.05% 85 -6,392 -6.27% Q3 2026 Oct 08, 2026
Wealthcare Advisory Partners LLC History Added to 95,495 6,222 0.11% 0.03% 86 +72,668 318.34% Q3 2026 Oct 21, 2026
NovaPoint Capital, LLC History Reduced 94,295 6,144 1.32% 1.54% 87 -18,565 -16.45% Q3 2026 Oct 22, 2026
ARVEST INVESTMENTS, INC. History Added to 94,286 6,143 0.74% 0.71% 88 +5,121 5.74% Q3 2026 Oct 21, 2026
Stratos Wealth Partners, LTD. History No change 91,961 6,033 0.06% 0.06% 89 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History Added to 90,803 5,916 0.1% 0.1% 90 +3,331 3.81% Q3 2026 Nov 05, 2026
Steward Partners Investment Advisory, LLC History No change 89,628 5,880 0.03% 0.03% 91 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 89,132 5,847 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 17, 2026
Cerity Partners LLC History No change 87,326 5,729 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History Added to 86,989 5,668 0.56% 0.57% 94 +1,795 2.11% Q3 2026 Oct 19, 2026
PATTON ALBERTSON MILLER GROUP, LLC History Reduced 86,081 5,609 0.56% 0.56% 95 -56 -0.07% Q3 2026 Oct 26, 2026
Pacific Wealth Management History New 84,913 5,532 2.43% — 96 +84,913 New Q3 2026 Oct 05, 2026
Foguth Wealth Management, LLC. History Reduced 88,809 5,507 0.56% 0.72% 97 -18,442 -17.2% Q3 2026 Oct 19, 2026
Gerber Kawasaki Wealth & Investment Management History Added to 83,576 5,445 0.14% 0.14% 98 +936 1.13% Q3 2026 Oct 29, 2026
Wealth Management Associates, Inc. History No change 82,563 5,416 1.49% 1.49% 99 0 0.0% Q2 2026 Jul 21, 2026
IAM Advisory, LLC History No change 80,034 5,251 1.02% 1.02% 100 0 0.0% Q2 2026 Jul 14, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 80,204 5,226 0.08% 0.08% 101 -13,724 -14.61% Q3 2026 Oct 15, 2026
5T Wealth, LLC History No change 78,048 5,120 1.91% 1.91% 102 0 0.0% Q2 2026 Jul 21, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 77,268 5,074 0.3% 0.3% 103 -547 -0.7% Q3 2026 Nov 02, 2026
Green Ridge Wealth Planning LLC History Added to 76,524 4,986 2.0% 1.93% 104 +6,411 9.14% Q3 2026 Oct 08, 2026
Cresset Asset Management, LLC History No change 75,331 4,942 0.02% 0.02% 105 0 0.0% Q2 2026 Aug 14, 2026
WT Wealth Management History Reduced 74,704 4,867 1.36% 1.46% 106 -5,828 -7.24% Q3 2026 Oct 13, 2026
Aspire Capital Advisors LLC History No change 74,070 4,859 0.95% 0.95% 107 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 73,881 4,847 0.1% 0.1% 108 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 73,497 4,822 0.05% 0.05% 109 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 72,615 4,764 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Added to 71,052 4,629 0.05% 0.05% 111 +1,918 2.77% Q3 2026 Oct 15, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 67,921 4,456 1.74% 1.74% 112 0 0.0% Q2 2026 Jul 30, 2026
Estate Planners Group, LLC History No change 66,589 4,368 1.98% 1.98% 113 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 64,451 4,228 0.02% 0.02% 114 0 0.0% Q2 2026 Aug 14, 2026
SMITH, MOORE & CO. History No change 62,940 4,129 0.27% 0.27% 115 0 0.0% Q2 2026 Aug 12, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 60,651 3,979 0.06% 0.06% 116 0 0.0% Q2 2026 Aug 10, 2026
OPPENHEIMER & CO INC History Added to 60,825 3,963 0.04% 0.04% 117 +1,080 1.81% Q3 2026 Oct 26, 2026
Financial Guidance Group, Inc. History Added to 59,894 3,902 1.4% 1.31% 118 +6,373 11.91% Q3 2026 Oct 21, 2026
Stonebridge Financial Planning Group, LLC History No change 58,922 3,865 1.23% 1.23% 119 0 0.0% Q2 2026 Jul 31, 2026
Solutions 4 Wealth, Ltd History Added to 59,219 3,858 4.63% 4.11% 120 +10,725 22.12% Q3 2026 Nov 03, 2026
Aspen Wealth Strategies, LLC History No change 58,370 3,829 1.85% 1.85% 121 0 0.0% Q2 2026 Aug 07, 2026
Eagle Strategies LLC History Added to 58,556 3,815 0.37% 0.36% 122 +3,437 6.24% Q3 2026 Oct 16, 2026
AE Wealth Management LLC History No change 56,595 3,713 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 03, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 55,518 3,617 0.04% 0.05% 124 -13,598 -19.67% Q3 2026 Nov 06, 2026
Tradition Wealth Management, LLC History No change 54,861 3,599 0.22% 0.22% 125 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History Added to 54,694 3,564 0.36% 0.34% 126 +3,313 6.45% Q3 2026 Oct 27, 2026
Moran Wealth Management, LLC History Added to 53,830 3,507 0.1% 0.08% 127 +6,826 14.52% Q3 2026 Oct 22, 2026
Belpointe Asset Management LLC History No change 52,978 3,475 0.11% 0.11% 128 0 0.0% Q2 2026 Jul 31, 2026
Silverleafe Capital Partners, LLC History Reduced 52,319 3,409 0.97% 1.16% 129 -12,513 -19.3% Q3 2026 Oct 02, 2026
Concentrum Wealth Management History No change 51,810 3,399 0.81% 0.81% 130 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History Added to 52,070 3,392 0.02% 0.02% 131 +9,287 21.71% Q3 2026 Oct 23, 2026
Thompson David Blair History No change 50,626 3,321 1.66% 1.66% 132 0 0.0% Q2 2026 Aug 14, 2026
Bravera Wealth History No change 49,843 3,270 1.25% 1.25% 133 0 0.0% Q2 2026 Jul 23, 2026
Financial Enhancement Group LLC History Added to 48,608 3,240 0.37% 0.35% 134 +4,075 9.15% Q3 2026 Oct 08, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 49,521 3,226 0.06% 0.08% 135 -13,552 -21.49% Q3 2026 Oct 13, 2026
Integrated Wealth Concepts LLC History No change 48,448 3,178 0.02% 0.02% 136 0 0.0% Q2 2026 Sep 08, 2026
Great Diamond Partners, LLC History Added to 47,809 3,115 0.52% 0.52% 137 +1,420 3.06% Q3 2026 Oct 13, 2026
BARCLAYS PLC History Added to 47,466 3,092 0.0% 0.0% 138 +10,550 28.58% Q3 2026 Nov 06, 2026
Beacon Pointe Advisors, LLC History No change 46,661 3,061 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 18, 2026
PURSUE WEALTH PARTNERS LLC History No change 46,475 3,049 1.71% 1.71% 140 0 0.0% Q2 2026 Aug 07, 2026
Point72 Asset Management, L.P. History No change 45,656 2,995 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Reduced 45,920 2,992 0.05% 0.08% 142 -25,898 -36.06% Q3 2026 Oct 28, 2026
Dynamic Advisor Solutions LLC History Added to 44,918 2,926 0.08% 0.08% 143 +224 0.5% Q3 2026 Oct 13, 2026
Clear Creek Financial Management, LLC History Reduced 44,475 2,898 0.22% 0.21% 144 -4,180 -8.59% Q3 2026 Oct 28, 2026
WealthCare Investment Partners, LLC History Added to 43,662 2,845 0.67% 0.51% 145 +11,885 37.4% Q3 2026 Nov 05, 2026
ArborFi Advisors, LLC History No change 43,248 2,837 2.06% 2.06% 146 0 0.0% Q2 2026 Aug 06, 2026
Orion Porfolio Solutions, LLC History No change 43,192 2,833 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History Reduced 43,131 2,810 0.21% 0.25% 148 -13,065 -23.25% Q3 2026 Oct 13, 2026
RFG Advisory, LLC History Added to 42,761 2,786 0.04% 0.04% 149 +2,044 5.02% Q3 2026 Nov 03, 2026
Concurrent Investment Advisors, LLC History Added to 42,052 2,740 0.02% 0.02% 150 +10,366 32.71% Q3 2026 Oct 16, 2026
Fosun International Ltd History No change 41,689 2,735 0.61% 0.61% 151 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 41,902 2,730 0.16% 0.17% 152 -193 -0.46% Q3 2026 Oct 09, 2026
Curran Financial Partners, LLC History Added to 41,840 2,726 0.44% 0.29% 153 +11,991 40.17% Q3 2026 Nov 04, 2026
STEPHENS INC /AR/ History No change 40,883 2,682 0.03% 0.03% 154 0 0.0% Q2 2026 Jul 29, 2026
FMR LLC History No change 40,611 2,664 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Perissos Private Wealth Management, LLC History No change 39,959 2,621 1.77% 1.77% 156 0 0.0% Q2 2026 Aug 13, 2026
Grange Capital, LLC History Added to 40,223 2,620 2.45% 2.26% 157 +2,797 7.47% Q3 2026 Oct 20, 2026
PFG Investments, LLC History No change 38,991 2,558 0.1% 0.1% 158 0 0.0% Q2 2026 Jul 23, 2026
HARBOUR INVESTMENTS, INC. History No change 38,885 2,551 0.03% 0.03% 159 0 0.0% Q2 2026 Aug 12, 2026
Archford Capital Strategies, LLC History Reduced 38,487 2,507 0.25% 0.26% 160 -618 -1.58% Q3 2026 Oct 19, 2026
Prospera Financial Services Inc History Added to 41,251 2,480 0.03% 0.03% 161 +4,598 12.54% Q3 2026 Nov 04, 2026
Sanctuary Advisors, LLC History No change 37,374 2,452 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 13, 2026
LOOMIS SAYLES & CO L P History No change 37,334 2,449 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 37,153 2,437 0.09% 0.09% 164 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 36,923 2,422 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Reduced 37,017 2,412 0.04% 0.04% 166 -235 -0.63% Q3 2026 Oct 22, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 36,022 2,347 0.22% 0.23% 167 +2,473 7.37% Q3 2026 Oct 27, 2026
L & S Advisors Inc History No change 35,520 2,330 0.24% 0.24% 168 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 35,055 2,299 0.02% 0.02% 169 0 0.0% Q2 2026 Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 34,978 2,294 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 34,806 2,283 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 14, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 34,290 2,234 0.09% 0.03% 172 +3,946 13.0% Q3 2026 Oct 21, 2026
DAVENPORT & Co LLC History Reduced 34,069 2,219 0.01% 0.01% 173 -134 -0.39% Q3 2026 Oct 14, 2026
M Holdings Securities, Inc. History Added to 35,518 2,188 0.14% 0.31% 174 +574 1.64% Q3 2026 Nov 03, 2026
NWF Advisory Services Inc. History Reduced 32,994 2,149 0.2% 0.2% 175 -45 -0.14% Q3 2026 Oct 19, 2026
Csenge Advisory Group History Reduced 32,599 2,124 0.08% 0.1% 176 -4,740 -12.69% Q3 2026 Nov 04, 2026
American Institute for Advanced Investment Management, LLP History Added to 32,247 2,101 1.22% 1.18% 177 +1,205 3.88% Q3 2026 Nov 03, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 31,862 2,090 0.15% 0.15% 178 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 31,642 2,073 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 14, 2026
Granite Group Advisors, LLC History Added to 31,200 2,032 1.29% 0.94% 180 +7,000 28.93% Q3 2026 Oct 14, 2026
Geneos Wealth Management Inc. History No change 30,213 1,982 0.04% 0.04% 181 0 0.0% Q2 2026 Aug 06, 2026
Accurate Wealth Management, LLC History Added to 29,950 1,972 0.17% 0.16% 182 +3,974 15.3% Q3 2026 Oct 20, 2026
Essex LLC History Reduced 29,548 1,925 0.29% 0.29% 183 -20 -0.07% Q3 2026 Oct 14, 2026
Antonelli Financial Advisors, LLC History Reduced 29,519 1,924 1.39% 1.46% 184 -2,885 -8.9% Q3 2026 Oct 13, 2026
James Reed Financial Services, Inc. History Reduced 29,190 1,902 1.44% 1.48% 185 -293 -0.99% Q3 2026 Oct 26, 2026
HSBC HOLDINGS PLC History No change 28,800 1,889 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 14, 2026
OBSIDIAN CIO, LLC History Added to 28,628 1,865 1.3% 1.03% 187 +7,472 35.32% Q3 2026 Nov 05, 2026
Pitcairn Wealth Advisors LLC History No change 28,419 1,864 0.2% 0.2% 188 0 0.0% Q2 2026 Aug 10, 2026
Focus Partners Wealth History No change 28,277 1,855 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
COFG Advisors, LLC History No change 28,020 1,838 0.32% 0.32% 190 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 28,145 1,833 0.0% 0.0% 191 -3,692 -11.6% Q3 2026 Oct 30, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 27,865 1,828 0.19% 0.19% 192 0 0.0% Q2 2026 Jul 28, 2026
Benson Wealth Management INC History No change 27,752 1,820 1.83% 1.83% 193 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 19,047 1,769 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
CERTUITY, LLC History Added to 26,794 1,745 0.08% 0.08% 195 +1,474 5.82% Q3 2026 Nov 02, 2026
CENTAURUS FINANCIAL, INC. History No change 26,275 1,724 0.07% 0.07% 196 0 0.0% Q2 2026 Aug 17, 2026
EP Wealth Advisors, LLC History No change 26,204 1,719 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 11, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 26,308 1,714 0.15% 0.15% 198 -655 -2.43% Q3 2026 Nov 03, 2026
Wealthspire Advisors, LLC History No change 25,855 1,696 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 11, 2026
James J. Burns & Company, LLC History Added to 25,727 1,676 0.18% 0.17% 200 +1,116 4.53% Q3 2026 Oct 22, 2026
Acropolis Investment Management, LLC History Reduced 25,390 1,654 0.07% 0.07% 201 -2,286 -8.26% Q3 2026 Oct 08, 2026
Endowment Wealth Management, Inc. History Added to 24,939 1,625 0.56% 0.52% 202 +4,399 21.42% Q3 2026 Nov 03, 2026
Summit Financial Wealth Advisors, LLC History Reduced 24,770 1,614 0.2% 0.29% 203 -10,100 -28.96% Q3 2026 Oct 15, 2026
Mutual Advisors, LLC History No change 24,476 1,605 0.03% 0.03% 204 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History New 26,175 1,574 0.25% — 205 +26,175 New Q3 2026 Nov 06, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History Added to 23,484 1,565 0.2% 0.22% 206 +540 2.35% Q3 2026 Oct 20, 2026
Kingsview Wealth Management, LLC History No change 23,759 1,558 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 18, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 23,018 1,510 0.09% 0.09% 208 0 0.0% Q2 2026 Aug 07, 2026
Kovack Advisors, Inc. History No change 22,984 1,501 0.07% 0.07% 209 0 0.0% Q2 2026 Jul 28, 2026
Relyea Zuckerberg Hanson LLC History No change 22,980 1,497 0.12% 0.13% 210 0 0.0% Q3 2026 Oct 20, 2026
NewEdge Wealth, LLC History No change 22,759 1,493 0.01% 0.01% 211 0 0.0% Q2 2026 Aug 10, 2026
SteelPeak Wealth, LLC History No change 22,660 1,476 0.04% 0.04% 212 0 0.0% Q3 2026 Oct 16, 2026
Calydon Capital History No change 22,150 1,453 0.21% 0.21% 213 0 0.0% Q2 2026 Aug 14, 2026
Mayfair Advisory Group, LLC History Added to 22,224 1,448 0.42% 0.33% 214 +3,225 16.97% Q3 2026 Oct 19, 2026
Apollon Wealth Management, LLC History Reduced 22,205 1,446 0.02% 0.02% 215 -1,065 -4.58% Q3 2026 Oct 23, 2026
SAX WEALTH ADVISORS, LLC History Added to 22,142 1,442 0.04% 0.03% 216 +8,470 61.95% Q3 2026 Oct 13, 2026
LANARK FINANCIAL, INC. History Reduced 21,892 1,426 0.1% 0.12% 217 -4,091 -15.74% Q3 2026 Oct 26, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 21,893 1,426 0.14% 0.15% 218 +151 0.69% Q3 2026 Oct 14, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 21,239 1,393 0.59% 0.59% 219 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 21,202 1,391 0.05% 0.05% 220 0 0.0% Q2 2026 Aug 14, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Added to 21,253 1,384 0.07% 0.06% 221 +667 3.24% Q3 2026 Nov 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 21,088 1,383 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 20,993 1,377 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 12, 2026
VALEN PRIVATE CAPITAL, LLC History New 21,112 1,375 0.43% — 224 +21,112 New Q3 2026 Oct 23, 2026
ARQ WEALTH ADVISORS, LLC History Added to 20,599 1,342 0.16% 0.14% 225 +1,222 6.31% Q3 2026 Oct 28, 2026
Gladstone Institutional Advisory LLC History No change 20,393 1,337 0.04% 0.04% 226 0 0.0% Q2 2026 Jul 27, 2026
Texas Yale Capital Corp. History No change 20,200 1,325 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 20,112 1,319 0.03% 0.03% 228 0 0.0% Q2 2026 Aug 13, 2026
NTV ASSET MANAGEMENT LLC History New 20,220 1,317 0.12% — 229 +20,220 New Q3 2026 Oct 23, 2026
Sigma Planning Corp History Reduced 20,171 1,314 0.03% 0.05% 230 -10,811 -34.89% Q3 2026 Oct 23, 2026
Prime Capital Investment Advisors, LLC History Reduced 19,819 1,291 0.01% 0.01% 231 -638 -3.12% Q3 2026 Oct 20, 2026
Soltis Investment Advisors LLC History Added to 19,727 1,285 0.06% 0.06% 232 +2,513 14.6% Q3 2026 Oct 28, 2026
PFG Advisors History Added to 19,436 1,266 0.06% 0.06% 233 +762 4.08% Q3 2026 Oct 15, 2026
IFP Advisors, Inc History Added to 19,361 1,261 0.02% 0.02% 234 +55 0.28% Q3 2026 Oct 16, 2026
Pathstone Holdings, LLC History No change 19,083 1,252 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 19,054 1,250 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 19,021 1,239 0.03% 0.02% 237 +7,062 59.05% Q3 2026 Oct 16, 2026
Corient Private Wealth LP History No change 18,765 1,231 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 27, 2026
Pinnacle Financial Partners, Inc. History No change 18,734 1,229 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 14, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 18,773 1,223 0.27% 0.28% 240 +751 4.17% Q3 2026 Oct 20, 2026
Westside Investment Management, Inc. History Added to 18,619 1,215 0.15% 0.07% 241 +10,740 136.31% Q3 2026 Nov 02, 2026
Maridea Wealth Management LLC History No change 18,290 1,200 0.13% 0.13% 242 0 0.0% Q2 2026 Aug 06, 2026
SCOTIA CAPITAL INC. History No change 18,270 1,198 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 11, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 18,310 1,193 0.02% 0.02% 245 +1,107 6.43% Q3 2026 Nov 04, 2026
Stratos Wealth Advisors, LLC History No change 18,188 1,193 0.07% 0.07% 244 0 0.0% Q2 2026 Aug 11, 2026
BlackRock, Inc. History No change 17,936 1,176 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 07, 2026
Elyxium Wealth, LLC History No change 17,973 1,171 0.12% 0.12% 247 0 0.0% Q3 2026 Oct 27, 2026
Keel Point, LLC History No change 17,560 1,152 0.07% 0.07% 248 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 17,484 1,147 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
Magnus Financial Group LLC History Added to 17,528 1,142 0.08% 0.08% 250 +50 0.29% Q3 2026 Oct 21, 2026
FIFTH THIRD BANCORP History Reduced 17,411 1,134 0.0% 0.0% 251 -700 -3.87% Q3 2026 Nov 05, 2026
SBI Securities Co., Ltd. History Reduced 17,283 1,126 0.03% 0.03% 252 -1,022 -5.58% Q3 2026 Oct 21, 2026
Vestmark Advisory Solutions, Inc. History No change 17,116 1,122 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 14, 2026
CreativeOne Wealth, LLC History No change 16,978 1,113 0.02% 0.02% 254 0 0.0% Q2 2026 Aug 13, 2026
BOS Asset Management, LLC History Reduced 17,039 1,110 0.26% 0.26% 255 -1 -0.01% Q3 2026 Oct 09, 2026
LRI Investments, LLC History No change 16,738 1,098 0.09% 0.09% 256 0 0.0% Q2 2026 Jul 14, 2026
SFI Advisors, LLC History Reduced 16,772 1,092 0.9% 0.96% 257 -127 -0.75% Q3 2026 Oct 30, 2026
Virginia Estate & Retirement Planning Advisors Inc. History New 16,755 1,091 1.38% — 258 +16,755 New Q3 2026 Oct 13, 2026
David J Yvars Group History Reduced 16,660 1,085 0.5% 0.54% 259 -795 -4.55% Q3 2026 Oct 09, 2026
Stratos Investment Management, LLC History No change 16,291 1,068 0.04% 0.04% 260 0 0.0% Q2 2026 Aug 11, 2026
Vontobel Holding Ltd. History Reduced 16,330 1,064 0.0% 0.01% 261 -8,410 -33.99% Q3 2026 Oct 16, 2026
OneDigital Investment Advisors LLC History No change 16,191 1,062 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 06, 2026
KMT WEALTH MANAGEMENT, LLC History No change 16,180 1,061 0.9% 0.9% 263 0 0.0% Q2 2026 Aug 05, 2026
Avidian Wealth Enterprises, LLC History Added to 16,160 1,053 0.03% 0.03% 264 +1,671 11.53% Q3 2026 Oct 08, 2026
Golden State Wealth Management, LLC History Reduced 16,090 1,048 0.1% 0.17% 266 -11,952 -42.62% Q3 2026 Nov 02, 2026
Valmark Advisers, Inc. History No change 15,976 1,048 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 06, 2026
Krilogy Financial LLC History Reduced 15,710 1,035 0.03% 0.04% 267 -2,645 -14.41% Q3 2026 Oct 13, 2026
Aurora Private Wealth, Inc. History Added to 15,885 1,035 0.65% 0.66% 268 +5 0.03% Q3 2026 Oct 20, 2026
Somerset Trust Co History Added to 15,843 1,032 0.29% 0.28% 269 +775 5.14% Q3 2026 Oct 13, 2026
Clarendon Private LLC History No change 15,727 1,031 0.66% 0.66% 270 0 0.0% Q2 2026 Jul 22, 2026
Silver Grove Financial Group, Inc. History Added to 15,773 1,027 0.48% 0.25% 271 +8,784 125.68% Q3 2026 Nov 05, 2026
Roof Eidam Maycock Peralta, LLC History Reduced 15,648 1,019 0.19% 0.21% 272 -420 -2.61% Q3 2026 Oct 15, 2026
Milestone Investment Advisors LLC History Added to 15,549 1,013 0.22% 0.22% 273 +113 0.73% Q3 2026 Nov 05, 2026
Rollins Financial Advisors, LLC History No change 15,399 1,010 0.13% 0.13% 274 0 0.0% Q2 2026 Aug 04, 2026
Fortis Capital Management LLC History No change 15,365 1,008 0.11% 0.11% 275 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 15,406 1,005 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 15,212 991 0.64% 0.61% 277 0 0.0% Q3 2026 Oct 16, 2026
Visionary Wealth Advisors History Added to 15,209 990 0.04% 0.04% 278 +1,216 8.69% Q3 2026 Nov 04, 2026
UNIQUE WEALTH, LLC History Reduced 15,119 985 0.11% 0.18% 279 -8,146 -35.01% Q3 2026 Oct 16, 2026
Bank OZK History No change 15,000 984 0.29% 0.29% 280 0 0.0% Q2 2026 Aug 17, 2026
IHT Wealth Management, LLC History No change 14,888 976 0.02% 0.02% 281 0 0.0% Q2 2026 Aug 14, 2026
Kingsbury Capital Investment Advisors LLC History Reduced 14,937 973 0.92% 0.9% 282 -1,243 -7.68% Q3 2026 Oct 20, 2026
TSG Advice Partners, LLC History New 14,700 964 0.13% — 283 +14,700 New Q3 2026 Oct 29, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 14,784 963 0.04% 0.02% 284 +5,334 56.44% Q3 2026 Oct 23, 2026
Ashton Thomas Private Wealth, LLC History Added to 14,748 960 0.02% 0.02% 285 +43 0.29% Q3 2026 Nov 02, 2026
Center For Asset Management LLC History Added to 14,703 958 0.43% 0.18% 286 +8,593 140.64% Q3 2026 Oct 16, 2026
Ancora Advisors LLC History No change 14,508 951 0.02% 0.02% 287 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 14,474 949 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 12, 2026
COURIER CAPITAL LLC History Added to 14,498 944 0.05% 0.03% 289 +6,520 81.72% Q3 2026 Oct 19, 2026
MANNING & NAPIER ADVISORS LLC History No change 14,528 932 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 13, 2026
Keystone Financial Group History No change 14,169 929 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 29, 2026
Integrated Advisors Network LLC History Reduced 14,233 927 0.04% 0.08% 292 -11,797 -45.32% Q3 2026 Oct 20, 2026
OneAscent Financial Services LLC History No change 14,113 925 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 11, 2026
LOWERY THOMAS, LLC History No change 14,017 919 0.45% 0.45% 294 0 0.0% Q2 2026 Jul 29, 2026
Sunpointe, LLC History Reduced 14,066 916 0.28% 0.27% 295 -482 -3.31% Q3 2026 Oct 22, 2026
Peak Planning Group, LLC History No change 13,755 902 0.2% 0.2% 296 0 0.0% Q2 2026 Aug 12, 2026
Ciovacco Capital Management LLC History No change 13,731 900 0.4% 0.4% 297 0 0.0% Q2 2026 Aug 07, 2026
Cyndeo Wealth Partners, LLC History Added to 13,690 892 0.04% 0.04% 298 +333 2.49% Q3 2026 Oct 16, 2026
APS Management Group, Inc. History Reduced 13,652 889 0.64% 0.96% 300 -5,312 -28.01% Q3 2026 Oct 14, 2026
BOK Financial Private Wealth, Inc. History No change 13,550 889 0.05% 0.05% 299 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 13,391 878 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 13,195 866 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 07, 2026
Stonebridge Financial Group, LLC History Added to 13,097 853 0.06% 0.03% 303 +7,355 128.09% Q3 2026 Oct 01, 2026
WADDELL & ASSOCIATES, LLC History No change 12,911 847 0.04% 0.04% 304 0 0.0% Q2 2026 Jul 15, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 12,979 845 0.04% 0.04% 305 -10 -0.08% Q3 2026 Oct 14, 2026
E-Wealth Partners, LLC History No change 12,439 816 0.59% 0.59% 306 0 0.0% Q2 2026 Aug 17, 2026
WealthBridge Capital Management, LLC History Added to 12,490 813 0.16% 0.13% 307 +2,523 25.31% Q3 2026 Oct 16, 2026
AdvisorNet Financial, Inc History Added to 12,648 808 0.04% 0.03% 308 +2,186 20.89% Q3 2026 Oct 15, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 12,400 807 0.05% 0.06% 309 +200 1.64% Q3 2026 Oct 13, 2026
Marshall & Sterling Wealth Advisors Inc. History Added to 12,330 803 0.46% 0.47% 310 +310 2.58% Q3 2026 Oct 28, 2026
Clark Wealth Partners History No change 12,265 799 0.41% 0.45% 311 0 0.0% Q3 2026 Oct 16, 2026
Sequoia Financial Advisors, LLC History No change 12,153 797 0.0% 0.0% 312 0 0.0% Q2 2026 Jul 17, 2026
Columbus Macro, LLC History Added to 12,171 793 0.08% 0.06% 313 +2,146 21.41% Q3 2026 Oct 14, 2026
Dana Investment Advisors, Inc. History Reduced 12,158 792 0.02% 0.02% 314 -27 -0.22% Q3 2026 Nov 06, 2026
WEDBUSH SECURITIES INC History Added to 12,021 783 0.02% 0.02% 315 +1,030 9.37% Q3 2026 Oct 22, 2026
Global Retirement Partners, LLC History No change 11,942 783 0.01% 0.01% 316 0 0.0% Q2 2026 Aug 06, 2026
Banque Transatlantique SA History No change 11,928 782 0.02% 0.02% 317 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 11,863 778 0.0% 0.0% 318 0 0.0% Q3 2026 Nov 06, 2026
Brookwood Investment Group LLC History No change 11,841 776 0.09% 0.09% 319 0 0.0% Q2 2026 Jul 23, 2026
FELL CAPITAL MANAGEMENT /ADV History Reduced 11,807 769 0.66% 0.71% 320 -972 -7.61% Q3 2026 Oct 09, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 11,572 759 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 13, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Reduced 11,508 749 0.25% 0.37% 323 -1,028 -8.2% Q3 2026 Oct 21, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 11,420 749 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 14, 2026
Mission Financial Group, LLC History Reduced 11,439 745 0.59% 0.68% 324 -1,014 -8.14% Q3 2026 Oct 21, 2026
Acorn Wealth Advisors, LLC History Added to 11,194 729 0.18% 0.17% 325 +308 2.83% Q3 2026 Oct 19, 2026
BIRINYI ASSOCIATES INC History No change 11,048 720 0.17% 0.17% 326 0 0.0% Q3 2026 Oct 28, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 11,042 719 0.03% 0.03% 327 +730 7.08% Q3 2026 Oct 26, 2026
Ameritas Investment Partners, Inc. History No change 10,889 714 0.02% 0.02% 328 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Added to 10,895 709 0.01% 0.01% 329 +801 7.94% Q3 2026 Nov 03, 2026
WILLNER & HELLER, LLC History No change 10,887 709 0.45% 0.45% 330 0 0.0% Q3 2026 Oct 27, 2026
Modera Wealth Management, LLC History Added to 10,865 707 0.01% 0.01% 331 +100 0.93% Q3 2026 Oct 28, 2026
FIRST HORIZON CORP History No change 10,826 705 0.03% 0.03% 332 0 0.0% Q3 2026 Oct 26, 2026
SALEM INVESTMENT COUNSELORS INC History Added to 10,681 695 0.02% 0.02% 333 +1,130 11.83% Q3 2026 Oct 13, 2026
Hudson Portfolio Management LLC History No change 10,576 693 0.52% 0.52% 334 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History Reduced 10,558 687 0.01% 0.01% 335 -200 -1.86% Q3 2026 Oct 28, 2026
Strategic Financial Concepts, LLC History No change 10,429 684 0.2% 0.2% 336 0 0.0% Q2 2026 Jul 27, 2026
Alhambra Investment Management LLC History Reduced 10,471 682 0.29% 0.3% 337 -69 -0.65% Q3 2026 Oct 15, 2026
Clay Northam Wealth Management, LLC History Added to 10,403 677 0.32% 0.19% 338 +4,574 78.47% Q3 2026 Oct 13, 2026
BROWN WEALTH MANAGEMENT, LLC History Reduced 10,379 676 0.15% 1.45% 339 -88,628 -89.52% Q3 2026 Oct 20, 2026
AAFMAA Wealth Management & Trust LLC History Reduced 10,332 673 0.23% 0.27% 340 -1,365 -11.67% Q3 2026 Oct 14, 2026
HBW ADVISORY SERVICES LLC History Reduced 10,325 672 0.07% 0.14% 341 -14,043 -57.63% Q3 2026 Oct 14, 2026
First International Bank of Israel Ltd. History Added to 10,218 665 0.27% 0.16% 342 +1,206 13.38% Q3 2026 Nov 04, 2026
Berger Financial Group, Inc History No change 10,113 663 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History Added to 10,170 662 0.02% 0.02% 344 +217 2.18% Q3 2026 Nov 05, 2026
SIMPLEX TRADING, LLC History Added to 9,978 650 0.0% 0.0% 345 +6,669 201.54% Q3 2026 Nov 04, 2026
Sowell Financial Services LLC History Reduced 9,943 647 0.02% 0.03% 346 -3,722 -27.24% Q3 2026 Oct 23, 2026
NATIONAL BANK OF CANADA /FI/ History No change 9,783 639 0.0% 0.0% 347 0 0.0% Q2 2026 Aug 10, 2026
FLAGSTAR SECURITIES, INC History Added to 9,733 634 0.19% 0.18% 348 +690 7.63% Q3 2026 Oct 15, 2026
O'ROURKE & COMPANY, Inc History No change 9,634 632 0.22% 0.22% 349 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 9,618 631 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 11, 2026
LEIGH BALDWIN & CO., LLC History No change 9,607 630 0.34% 0.34% 351 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 9,554 626 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 10, 2026
AMERIPRISE FINANCIAL INC History No change 9,533 625 0.0% 0.0% 353 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History No change 9,560 623 0.02% 0.02% 354 0 0.0% Q3 2026 Oct 02, 2026
Sound Financial Strategies Group, LLC History Reduced 9,557 622 0.42% 0.46% 355 -1,529 -13.79% Q3 2026 Oct 30, 2026
Calamos Wealth Management LLC History Added to 9,516 620 0.02% 0.02% 356 +449 4.95% Q3 2026 Nov 02, 2026
IFG Advisory, LLC History No change 9,362 614 0.02% 0.02% 357 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 9,371 614 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 13, 2026
Regal Investment Advisors LLC History No change 9,284 609 0.03% 0.03% 359 0 0.0% Q2 2026 Aug 14, 2026
Tranquility Partners, LLC History Added to 9,300 605 0.21% 0.17% 360 +1,900 25.68% Q3 2026 Oct 20, 2026
Successful Portfolios LLC History Added to 8,950 598 0.28% 0.23% 361 +1,114 14.22% Q3 2026 Oct 09, 2026
TUDOR INVESTMENT CORP ET AL History No change 9,091 596 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 9,052 593 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 03, 2026
Bluespring Wealth Management, LLC History No change 9,002 590 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 11, 2026
Vectors Research Management, LLC History No change 8,970 588 0.15% 0.15% 365 0 0.0% Q2 2026 Jul 29, 2026
PACIFIC SUN FINANCIAL CORP History No change 8,926 585 0.24% 0.24% 366 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History Reduced 9,171 577 0.04% 0.05% 367 -2,530 -21.62% Q3 2026 Oct 30, 2026
Newport Capital Group, LLC History New 8,981 572 0.38% — 368 +8,981 New Q3 2026 Oct 15, 2026
HBK Sorce Advisory LLC History No change 9,141 570 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 06, 2026
Fortune Financial Group, Inc. History Reduced 8,401 547 0.49% 0.44% 370 -143 -1.67% Q3 2026 Oct 22, 2026
StoneX Group Inc. History Added to 8,814 545 0.02% 0.01% 371 +4,658 112.08% Q3 2026 Nov 03, 2026
Resurgent Financial Advisors LLC History No change 8,263 542 0.15% 0.15% 372 0 0.0% Q2 2026 Aug 14, 2026
Financial Freedom, LLC History No change 8,256 541 0.25% 0.25% 373 0 0.0% Q2 2026 Aug 05, 2026
Core Wealth Partners LLC History No change 8,294 540 0.22% 0.23% 374 0 0.0% Q3 2026 Oct 30, 2026
Savant Capital, LLC History Added to 8,262 538 0.0% 0.0% 375 +1,770 27.26% Q3 2026 Nov 05, 2026
Essex Financial Services, Inc. History No change 8,192 537 0.03% 0.03% 376 0 0.0% Q2 2026 Aug 10, 2026
Madison Asset Management, LLC History No change 8,173 536 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 10, 2026
Vise Technologies, Inc. History Reduced 8,142 530 0.0% 0.01% 379 -623 -7.11% Q3 2026 Oct 28, 2026
INTEGRITY ALLIANCE, LLC. History Added to 8,137 530 0.02% 0.02% 378 +618 8.22% Q3 2026 Oct 29, 2026
Spire Wealth Management History Reduced 8,121 529 0.02% 0.02% 380 -75 -0.92% Q3 2026 Oct 30, 2026
ANCHYRA PARTNERS LLC History New 8,082 526 0.11% — 381 +8,082 New Q3 2026 Oct 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 7,897 518 0.02% 0.02% 382 0 0.0% Q2 2026 Jul 21, 2026
Dakota Wealth Management History No change 7,746 508 0.01% 0.01% 383 0 0.0% Q2 2026 Aug 07, 2026
Avestar Capital, LLC History Reduced 7,770 506 0.04% 0.03% 384 -400 -4.9% Q3 2026 Oct 28, 2026
Lotus Asset Management LLC History No change 7,701 501 0.41% 0.45% 385 0 0.0% Q3 2026 Oct 14, 2026
MATHER GROUP, LLC. History Added to 7,629 497 0.0% 0.0% 386 +35 0.46% Q3 2026 Oct 14, 2026
PCG Wealth Advisors, LLC History No change 7,579 497 0.11% 0.11% 387 0 0.0% Q2 2026 Aug 03, 2026
KMG FIDUCIARY PARTNERS, LLC History Reduced 7,621 496 0.05% 0.05% 388 -267 -3.38% Q3 2026 Oct 13, 2026
First Financial Group Corp History Reduced 7,545 491 0.38% 0.36% 389 -5 -0.07% Q3 2026 Oct 22, 2026
SCS Capital Management LLC History No change 7,435 487 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 06, 2026
Belvedere Trading LLC History New 7,402 482 0.0% — 391 +7,402 New Q3 2026 Nov 05, 2026
Comprehensive Financial Planning, Inc./PA History Added to 7,378 480 0.26% 0.25% 392 +82 1.12% Q3 2026 Oct 27, 2026
Advisor OS, LLC History Added to 7,350 478 0.03% 0.03% 393 +694 10.43% Q3 2026 Nov 03, 2026
PINNACLE ASSOCIATES LTD History Reduced 7,315 476 0.01% 0.01% 394 -160 -2.14% Q3 2026 Oct 20, 2026
FAS Wealth Partners, Inc. History No change 7,219 473 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 29, 2026
Berkeley Capital Partners, LLC History No change 7,147 468 0.1% 0.1% 396 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History Added to 7,168 467 0.01% 0.01% 398 +375 5.52% Q3 2026 Oct 27, 2026
Robertson Stephens Wealth Management, LLC History Added to 7,182 467 0.01% 0.01% 397 +8 0.11% Q3 2026 Oct 16, 2026
Cornerstone Select Advisors, LLC History No change 7,089 465 0.2% 0.2% 399 0 0.0% Q2 2026 Aug 05, 2026
DAYMARK WEALTH PARTNERS, LLC History Reduced 7,126 464 0.01% 0.01% 401 -734 -9.34% Q3 2026 Nov 04, 2026
Grantvest Financial Group LLC History Reduced 7,132 464 0.27% 0.27% 402 -92 -1.27% Q3 2026 Oct 21, 2026
Headlands Technologies LLC History No change 7,087 464 0.05% 0.05% 400 0 0.0% Q2 2026 Aug 12, 2026
Conservest Capital Advisors, Inc. History No change 7,044 462 0.04% 0.04% 403 0 0.0% Q2 2026 Jul 22, 2026
COLUMBIA ADVISORY PARTNERS LLC History Added to 7,081 461 0.25% 0.24% 404 +405 6.07% Q3 2026 Oct 15, 2026
Evanson Financial, LLC History No change 7,073 460 0.02% 0.02% 405 0 0.0% Q3 2026 Oct 23, 2026
180 WEALTH ADVISORS, LLC History New 7,002 456 0.04% — 406 +7,002 New Q3 2026 Nov 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,938 455 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 14, 2026
ADIRONDACK TRUST CO History Reduced 6,976 454 0.14% 0.14% 408 -20 -0.29% Q3 2026 Oct 14, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 6,894 449 0.01% — 409 +6,894 New Q3 2026 Oct 27, 2026
MONECO ADVISORS, LLC History Added to 6,856 446 0.03% 0.02% 410 +699 11.35% Q3 2026 Nov 05, 2026
Owen LaRue, LLC History No change 6,785 445 0.15% 0.15% 411 0 0.0% Q2 2026 Jul 22, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 6,827 444 0.25% 0.23% 412 +462 7.26% Q3 2026 Oct 13, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History Reduced 6,810 443 0.17% 0.2% 413 -660 -8.84% Q3 2026 Oct 23, 2026
Compass Financial Services Inc History Added to 6,778 441 0.15% 0.16% 414 +100 1.5% Q3 2026 Nov 05, 2026
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP History New 6,655 438 0.33% — 415 +6,655 New Q3 2026 Oct 21, 2026
MJP ASSOCIATES INC /ADV History No change 6,656 436 0.05% 0.05% 416 0 0.0% Q2 2026 Aug 11, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 6,581 428 0.06% 0.06% 417 0 0.0% Q3 2026 Oct 19, 2026
Merit Financial Group, LLC History Reduced 6,536 425 0.0% 0.0% 418 -63 -0.95% Q3 2026 Nov 06, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 6,498 423 0.01% 0.01% 419 -775 -10.66% Q3 2026 Oct 29, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 6,352 413 0.0% 0.01% 420 -803 -11.22% Q3 2026 Oct 23, 2026
Strategic Family Wealth Counselors, L.L.C. History Added to 6,349 413 0.1% 0.09% 421 +268 4.41% Q3 2026 Oct 29, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 6,258 410 0.08% 0.08% 422 0 0.0% Q2 2026 Aug 14, 2026
Legacy Financial Advisors, Inc. History No change 6,027 395 0.05% 0.05% 423 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History Added to 6,011 391 0.0% 0.0% 424 +1,446 31.68% Q3 2026 Nov 05, 2026
World Investment Advisors History No change 8,316 388 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 13, 2026
Sage Investment Advisers LLC History Added to 5,941 387 0.25% 0.25% 426 +282 4.98% Q3 2026 Oct 21, 2026
TCI Wealth Advisors, Inc. History No change 5,919 385 0.02% 0.02% 427 0 0.0% Q3 2026 Oct 30, 2026
Southland Equity Partners LLC History Reduced 5,904 384 0.07% 0.07% 428 -277 -4.48% Q3 2026 Oct 14, 2026
Stone House Investment Management, LLC History Added to 5,880 383 0.05% 0.04% 429 +736 14.31% Q3 2026 Oct 23, 2026
SAGE FINANCIAL GROUP INC History Reduced 5,866 382 0.02% 0.02% 430 -382 -6.11% Q3 2026 Oct 27, 2026
Twelve Points Wealth Management LLC History Added to 6,349 381 0.07% 0.08% 431 +270 4.44% Q3 2026 Nov 03, 2026
Hilltop Holdings Inc. History No change 5,773 378 0.03% 0.03% 432 0 0.0% Q2 2026 Aug 13, 2026
Gateway Wealth Partners, LLC History No change 5,706 374 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 04, 2026
United Advisor Group, LLC History Added to 5,696 371 0.04% 0.03% 435 +923 19.34% Q3 2026 Nov 02, 2026
BROWN ADVISORY INC History No change 5,658 371 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
Bright Futures Wealth Management, LLC. History Reduced 5,682 370 0.26% 0.26% 436 -447 -7.29% Q3 2026 Oct 23, 2026
Allied Private Wealth LLC History No change 5,922 370 0.24% 0.24% 437 0 0.0% Q2 2026 Jul 09, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 5,675 369 0.01% 0.01% 438 +35 0.62% Q3 2026 Oct 22, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 5,628 369 0.04% 0.04% 439 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History No change 5,611 365 0.0% 0.0% 440 0 0.0% Q3 2026 Oct 29, 2026
TWO SIGMA SECURITIES, LLC History No change 5,525 362 0.03% 0.03% 441 0 0.0% Q2 2026 Aug 14, 2026
Richmond Investment Services, LLC History Added to 5,532 360 0.11% 0.11% 442 +85 1.56% Q3 2026 Oct 29, 2026
Morton Capital Management LLC/CA History No change 5,494 358 0.04% 0.05% 443 0 0.0% Q3 2026 Oct 23, 2026
Fragasso Financial Advisors Inc History New 5,353 356 0.02% — 445 +5,353 New Q3 2026 Oct 13, 2026
B&D White Capital Company, LLC History No change 5,479 356 0.03% 0.04% 444 0 0.0% Q3 2026 Nov 02, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 5,421 353 0.02% 0.03% 446 -3,063 -36.1% Q3 2026 Nov 04, 2026
Curi Capital, LLC History No change 5,383 353 0.01% 0.01% 447 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Reduced 5,407 352 0.01% 0.01% 448 -419 -7.19% Q3 2026 Oct 08, 2026
NORTHERN TRUST CORP History No change 5,351 351 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 13, 2026
Walser Wealth Management Company, A Ltd Liability Co History Reduced 5,379 350 0.14% 0.15% 450 -206 -3.69% Q3 2026 Oct 15, 2026
Discipline Wealth Solutions, LLC History Added to 5,326 347 0.03% 0.03% 451 +24 0.45% Q3 2026 Oct 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,255 344 0.01% 0.01% 452 0 0.0% Q2 2026 Jul 17, 2026
Y.D. More Investments Ltd History Reduced 5,250 341 0.01% 0.01% 454 -250 -4.55% Q3 2026 Nov 02, 2026
Bryn Mawr Trust Advisors, LLC History Added to 5,241 341 0.01% 0.01% 453 +154 3.03% Q3 2026 Nov 03, 2026
Cascade Financial Partners, LLC History No change 5,190 340 0.03% 0.03% 455 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 5,168 339 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 12, 2026
AtlasMark Financial, Inc History No change 5,156 335 0.16% 0.17% 457 0 0.0% Q3 2026 Oct 13, 2026
DEUTSCHE BANK AG\ History No change 5,071 332 0.0% 0.0% 458 0 0.0% Q2 2026 Aug 07, 2026
WORLD EQUITY GROUP, INC. History Reduced 5,062 329 0.14% 0.08% 459 -118 -2.28% Q3 2026 Oct 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,029 329 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 5,002 328 0.0% 0.0% 461 0 0.0% Q2 2026 Jul 24, 2026
Main Street Financial Solutions, LLC History No change 5,000 328 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 07, 2026
FSM Wealth Advisors, LLC History Added to 4,991 327 0.03% 0.03% 463 +669 15.48% Q3 2026 Oct 27, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 5,004 326 0.01% 0.0% 464 +1,373 37.81% Q3 2026 Oct 13, 2026
Joseph P. Lucia & Associates, LLC History Reduced 5,001 325 0.09% 0.1% 465 -16 -0.32% Q3 2026 Oct 30, 2026
Retirement Planning Group, LLC History Added to 4,983 324 0.01% 0.01% 466 +858 20.8% Q3 2026 Oct 19, 2026
REDW Wealth LLC History Reduced 4,982 324 0.12% 0.12% 467 -203 -3.92% Q3 2026 Oct 30, 2026
Archvest Wealth Advisors, Inc. History No change 4,973 324 0.16% 0.19% 468 0 0.0% Q3 2026 Oct 29, 2026
ROMANO BROTHERS AND COMPANY History New 4,922 320 0.03% — 469 +4,922 New Q3 2026 Oct 22, 2026
GRIFFIN ASSET MANAGEMENT, INC. History No change 4,908 319 0.03% 0.03% 470 0 0.0% Q3 2026 Oct 22, 2026
NWAM LLC History No change 4,873 319 0.02% 0.02% 471 0 0.0% Q2 2026 Jul 23, 2026
Bison Wealth, LLC History Reduced 4,830 318 0.03% 0.03% 473 -550 -10.22% Q3 2026 Oct 13, 2026
Next Capital Management LLC History No change 4,848 318 0.09% 0.09% 472 0 0.0% Q2 2026 Aug 03, 2026
HMS Capital Management, LLC History Reduced 4,877 317 0.12% 0.9% 474 -31,801 -86.7% Q3 2026 Oct 20, 2026
Tannin Capital LLC History Reduced 4,868 317 0.24% 0.33% 475 -2,880 -37.17% Q3 2026 Nov 05, 2026
Cardinal Point Capital Management ULC History New 4,851 316 0.02% — 476 +4,851 New Q3 2026 Oct 21, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 4,807 315 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 4,780 313 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 14, 2026
Sepio Capital, LP History Added to 4,785 311 0.01% 0.01% 479 +338 7.6% Q3 2026 Oct 22, 2026
First Heartland Consultants, Inc. History Added to 4,732 308 0.02% 0.02% 480 +317 7.18% Q3 2026 Oct 08, 2026
SeaCrest Wealth Management, LLC History Added to 4,739 308 0.03% 0.03% 481 +43 0.92% Q3 2026 Oct 21, 2026
Fortis Capital Advisors, LLC History No change 4,703 308 0.03% 0.03% 482 0 0.0% Q2 2026 Jul 31, 2026
Abundance Wealth Counselors History Reduced 4,695 305 0.04% 0.06% 483 -2,061 -30.51% Q3 2026 Oct 26, 2026
MBA Advisors LLC History Added to 4,694 305 0.1% 0.08% 484 +1,263 36.81% Q3 2026 Oct 29, 2026
KINTRA WEALTH, LLC History No change 4,637 299 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 14, 2026
HOWE & RUSLING INC History No change 4,525 296 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 10, 2026
Beaird Harris Wealth Management, LLC History No change 4,512 296 0.02% 0.02% 487 0 0.0% Q2 2026 Jul 08, 2026
WorthPointe, LLC History No change 4,525 296 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 31, 2026
Fielder Capital Group LLC History No change 4,502 295 0.06% 0.06% 489 0 0.0% Q2 2026 Aug 06, 2026
Disciplined Investors, L.L.C. History No change 4,475 293 0.15% 0.15% 490 0 0.0% Q2 2026 Aug 11, 2026
Winthrop Advisory Group LLC History Added to 4,486 292 0.02% 0.01% 492 +1,434 46.99% Q3 2026 Oct 22, 2026
Kohmann Bosshard Financial Services, LLC History No change 4,495 292 0.02% 0.02% 491 0 0.0% Q3 2026 Nov 04, 2026
BIP Wealth, LLC History New 4,442 289 0.01% — 495 +4,442 New Q3 2026 Oct 22, 2026
Capital Investment Advisory Services, LLC History Added to 4,442 289 0.02% 0.02% 494 +310 7.5% Q3 2026 Oct 30, 2026
Cannell & Spears LLC History No change 4,410 289 0.01% 0.01% 493 0 0.0% Q2 2026 Aug 11, 2026
Integras Partners LLC History Reduced 4,430 288 0.16% 0.2% 496 -1,163 -20.79% Q3 2026 Oct 30, 2026
IFC & Insurance Marketing, Inc. History Added to 4,385 285 0.24% 0.24% 497 +275 6.69% Q3 2026 Oct 16, 2026
Valeo Financial Advisors, LLC History No change 4,357 283 0.01% 0.01% 498 0 0.0% Q3 2026 Oct 08, 2026
EverSource Wealth Advisors, LLC History Added to 4,306 280 0.01% 0.01% 499 +1,053 32.37% Q3 2026 Nov 04, 2026
Clark Asset Management, LLC History No change 4,254 277 0.02% 0.02% 500 0 0.0% Q3 2026 Oct 19, 2026
MTM FINANCIAL GROUP, LLC History No change 4,199 275 0.12% 0.12% 501 0 0.0% Q2 2026 Jul 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 4,180 274 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 04, 2026
Atlas Private Wealth Advisors History No change 4,177 272 0.06% 0.06% 503 0 0.0% Q3 2026 Oct 23, 2026
Quantum Portfolio Management LLC History No change 4,146 272 0.1% 0.1% 504 0 0.0% Q2 2026 Aug 14, 2026
Occidental Asset Management, LLC History Added to 4,167 271 0.02% 0.03% 505 +6 0.14% Q3 2026 Nov 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 4,083 267 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
Resolute Wealth Strategies, LLC History No change 4,052 265 0.1% 0.1% 507 0 0.0% Q2 2026 Aug 12, 2026
Arlington Trust Co LLC History No change 4,070 265 0.02% 0.02% 508 0 0.0% Q3 2026 Oct 20, 2026
Sollinda Capital Management LLC History No change 4,024 264 0.06% 0.06% 509 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 4,066 264 0.2% 0.2% 510 0 0.0% Q3 2026 Oct 23, 2026
Crewe Advisors LLC History No change 3,982 261 0.02% 0.02% 511 0 0.0% Q2 2026 Jul 23, 2026
Aaron Wealth Advisors LLC History No change 4,015 261 0.01% 0.01% 512 0 0.0% Q3 2026 Oct 13, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 3,991 261 0.05% 0.05% 513 0 0.0% Q2 2026 Jul 21, 2026
South Shore Capital Advisors History New 4,000 260 0.18% — 514 +4,000 New Q3 2026 Oct 20, 2026
Diversify Advisory Services, LLC History New 4,036 258 0.0% — 515 +4,036 New Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 4,036 258 0.0% — 516 +4,036 New Q3 2026 Oct 20, 2026
Wealth Dimensions Group, Ltd. History No change 3,946 257 0.04% 0.05% 517 0 0.0% Q3 2026 Nov 02, 2026
Forvis Mazars Wealth Advisors, LLC History No change 3,906 254 0.0% 0.0% 518 0 0.0% Q3 2026 Oct 13, 2026
Newman Dignan & Sheerar, Inc. History No change 3,870 252 0.05% 0.05% 519 0 0.0% Q3 2026 Oct 20, 2026
Aureum Wealth Management, LLC History Added to 3,839 250 0.15% 0.13% 520 +745 24.08% Q3 2026 Oct 15, 2026
Madrid Wealth Management, LLC History No change 3,827 249 0.16% 0.16% 521 0 0.0% Q3 2026 Oct 23, 2026
Koshinski Asset Management, Inc. History Reduced 3,762 245 0.01% 0.02% 522 -661 -14.94% Q3 2026 Oct 29, 2026
Intrepid Financial Planning Group LLC History No change 3,717 243 0.08% 0.08% 523 0 0.0% Q2 2026 Aug 12, 2026
SHP Wealth Management History No change 3,704 243 0.02% 0.02% 524 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Advisory LLC History Reduced 3,720 242 0.05% 0.05% 525 -78 -2.05% Q3 2026 Oct 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 3,688 241 0.0% 0.0% 526 0 0.0% Q2 2026 Sep 23, 2026
Cape Investment Advisory, Inc. History Added to 3,687 240 0.06% 0.04% 528 +1,169 46.43% Q3 2026 Oct 13, 2026
BRIGHTON JONES LLC History Added to 3,690 240 0.0% 0.0% 527 +212 6.1% Q3 2026 Nov 03, 2026
Fortitude Advisory Group L.L.C. History Added to 3,672 239 0.09% 0.09% 529 +7 0.19% Q3 2026 Oct 15, 2026
Atlantic Union Bankshares Corp History No change 3,636 238 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 11, 2026
GenWealth Group, Inc. History Added to 3,642 237 0.04% 0.03% 531 +311 9.34% Q3 2026 Oct 16, 2026
WESTBOURNE INVESTMENTS, INC. History No change 3,600 236 0.1% 0.1% 532 0 0.0% Q2 2026 Aug 11, 2026
Range Financial Group LLC History No change 3,606 234 0.06% 0.06% 533 0 0.0% Q3 2026 Oct 20, 2026
Meridian Wealth Management, LLC History Added to 3,563 232 0.01% 0.01% 534 +4 0.11% Q3 2026 Nov 05, 2026
Advisors Capital Management, LLC History No change 3,522 231 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 11, 2026
BEACON FINANCIAL GROUP History Added to 3,534 230 0.02% 0.02% 536 +23 0.66% Q3 2026 Oct 19, 2026
KCM INVESTMENT ADVISORS LLC History New 3,520 229 0.01% — 538 +3,520 New Q3 2026 Oct 27, 2026
IEQ CAPITAL, LLC History No change 3,500 229 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 3,457 226 0.04% 0.04% 539 0 0.0% Q3 2026 Oct 26, 2026
Keystone Wealth Services, LLC History No change 3,477 226 0.04% 0.04% 540 0 0.0% Q3 2026 Nov 03, 2026
Trifecta Capital Advisors, LLC History No change 3,480 226 0.03% 0.03% 541 0 0.0% Q3 2026 Oct 21, 2026
Signature Wealth Management Partners, LLC History New 3,450 224 0.1% — 543 +3,450 New Q3 2026 Oct 21, 2026
Independence Wealth Advisors, LLC History No change 3,442 224 0.11% 0.11% 542 0 0.0% Q3 2026 Oct 29, 2026
Ascentis Independent Advisors History New 3,384 220 0.01% — 544 +3,384 New Q3 2026 Nov 03, 2026
Carter Financial Group, INC. History No change 3,370 219 0.11% 0.11% 545 0 0.0% Q3 2026 Oct 21, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 3,346 219 0.04% 0.04% 546 0 0.0% Q2 2026 Aug 10, 2026
KERR FINANCIAL PLANNING Corp History No change 3,350 219 0.24% 0.24% 547 0 0.0% Q2 2026 Jul 02, 2026
Avior Wealth Management, LLC History New 3,353 218 0.01% — 549 +3,353 New Q3 2026 Oct 13, 2026
CARLSON FINANCIAL, INC. History New 3,348 218 0.12% — 550 +3,348 New Q3 2026 Nov 05, 2026
Simmons Bank History No change 3,333 218 0.01% 0.01% 548 0 0.0% Q2 2026 Jul 31, 2026
Caprock Group, LLC History No change 3,309 217 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 27, 2026
RDA Financial Network History No change 3,337 217 0.05% 0.05% 552 0 0.0% Q3 2026 Oct 15, 2026
PRIVATE CLIENT SERVICES, LLC History New 3,329 216 0.06% — 554 +3,329 New Q3 2026 Oct 02, 2026
Sherman Wealth Management LLC History Added to 3,316 216 0.15% 0.16% 553 +38 1.16% Q3 2026 Oct 15, 2026
Advisory Solutions Group, LLC History No change 3,309 215 0.05% 0.07% 555 0 0.0% Q3 2026 Oct 14, 2026
Financial Advisory Corp History No change 3,292 214 0.03% 0.03% 556 0 0.0% Q3 2026 Oct 14, 2026
Greenwich Wealth Management LLC History No change 3,244 213 0.01% 0.01% 557 0 0.0% Q2 2026 Aug 12, 2026
Simplicity Wealth,LLC History New 3,258 212 0.01% — 558 +3,258 New Q3 2026 Oct 23, 2026
CFO4Life Group, LLC History No change 3,222 211 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 12, 2026
ENTREWEALTH, LLC History New 3,177 207 0.07% — 560 +3,177 New Q3 2026 Oct 14, 2026
AVAII WEALTH MANAGEMENT, LLC History Added to 3,108 205 0.06% 0.06% 561 +26 0.84% Q3 2026 Oct 09, 2026
MATAURO, LLC History No change 3,152 205 0.03% 0.03% 562 0 0.0% Q3 2026 Nov 03, 2026
ELEVATION WEALTH PARTNERS, LLC History Reduced 3,106 202 0.06% 0.06% 563 -73 -2.3% Q3 2026 Oct 07, 2026
RMR Wealth Builders History Reduced 3,090 201 0.01% 0.01% 564 -25 -0.8% Q3 2026 Oct 22, 2026
Equity Wealth Partners, LLC History Reduced 3,075 200 0.07% 0.07% 566 -11 -0.36% Q3 2026 Oct 23, 2026
Sloy Dahl & Holst, LLC History No change 3,080 200 0.03% 0.02% 565 0 0.0% Q3 2026 Oct 14, 2026
Index Technologies Group LLC History No change 2,998 196 0.16% 0.16% 567 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 2,775 182 0.04% 0.04% 568 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 2,707 177 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 10, 2026
Transce3nd, LLC History New 2,709 173 0.17% — 570 +2,709 New Q3 2026 Oct 26, 2026
Root Financial Partners, LLC History New 2,526 164 0.01% — 571 +2,526 New Q3 2026 Oct 21, 2026
HAZLETT, BURT & WATSON, INC. History No change 2,460 161 0.04% 0.04% 572 0 0.0% Q3 2026 Nov 04, 2026
ROTHSCHILD INVESTMENT LLC History No change 2,386 156 0.01% 0.01% 573 0 0.0% Q2 2026 Aug 06, 2026
Rossby Financial, LCC History Added to 2,368 154 0.02% 0.02% 574 +841 55.08% Q3 2026 Nov 05, 2026
GK Wealth Management LLC History Reduced 2,313 150 0.08% 0.12% 575 -1,156 -33.32% Q3 2026 Oct 09, 2026
Founders Financial Alliance, LLC History No change 2,252 147 0.02% 0.02% 576 0 0.0% Q2 2026 Aug 04, 2026
Manchester Capital Management LLC History No change 2,225 144 0.02% 0.02% 577 0 0.0% Q3 2026 Oct 22, 2026
PRIVATE TRUST CO NA History Added to 2,114 137 0.01% 0.0% 578 +1,490 238.78% Q3 2026 Oct 20, 2026
JNBA Financial Advisors History Reduced 2,082 135 0.01% 0.1% 579 -17,557 -89.4% Q3 2026 Nov 03, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 2,028 133 0.02% 0.02% 580 0 0.0% Q2 2026 Oct 30, 2026
Federation des caisses Desjardins du Quebec History No change 2,015 132 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 1,995 130 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
Networth Advisors, LLC History No change 1,985 129 0.07% 0.08% 583 0 0.0% Q3 2026 Nov 03, 2026
First Pacific Financial History No change 1,952 127 0.01% 0.02% 584 0 0.0% Q3 2026 Oct 14, 2026
Eukles Asset Management History No change 1,656 107 0.04% 0.04% 585 0 0.0% Q3 2026 Nov 04, 2026
AMERIFLEX GROUP, INC. History No change 1,615 105 0.04% 0.04% 586 0 0.0% Q2 2026 Aug 13, 2026
Burnham & Co LLC History No change 1,557 102 0.08% 0.08% 587 0 0.0% Q2 2026 Aug 11, 2026
Glen Eagle Advisors, LLC History No change 1,540 101 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 1,531 100 0.09% 0.09% 589 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History Added to 1,491 97 0.03% 0.03% 591 +561 60.32% Q3 2026 Oct 29, 2026
North Star Investment Management Corp. History Added to 1,501 97 0.01% 0.01% 590 +40 2.74% Q3 2026 Oct 27, 2026
Collier Financial History No change 1,439 94 0.06% 0.06% 592 0 0.0% Q2 2026 Jul 30, 2026
Ulland Investment Advisors, LLC History No change 1,450 94 0.07% 0.07% 593 0 0.0% Q3 2026 Oct 13, 2026
Go Invest LLC History Added to 1,396 90 0.02% 0.02% 594 +62 4.65% Q3 2026 Oct 08, 2026
Wilmington Savings Fund Society, FSB History No change 1,367 89 0.0% 0.0% 595 0 0.0% Q3 2026 Oct 23, 2026
Dorato Capital Management History Reduced 1,258 83 0.06% 0.06% 596 -168 -11.78% Q3 2026 Oct 08, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 1,265 82 0.13% 0.03% 597 -200 -13.65% Q3 2026 Oct 14, 2026
Archer Investment Corp History No change 1,236 80 0.01% 0.02% 598 0 0.0% Q3 2026 Nov 05, 2026
Park Place Capital Corp History No change 1,202 78 0.01% 0.01% 599 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 1,210 78 0.04% 0.05% 600 0 0.0% Q3 2026 Oct 28, 2026
Darwin Wealth Management, LLC History No change 1,185 77 0.02% 0.02% 601 0 0.0% Q2 2026 Jul 21, 2026
Keating Financial Advisory Services, Inc. History No change 1,160 76 0.01% 0.01% 602 0 0.0% Q2 2026 Aug 11, 2026
STEPH & CO History No change 1,150 74 0.02% 0.02% 603 0 0.0% Q3 2026 Oct 07, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 1,189 73 0.0% 0.0% 604 0 0.0% Q2 2026 Jul 27, 2026
EFG International AG History No change 1,055 69 0.0% 0.0% 605 0 0.0% Q2 2026 Aug 14, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 1,072 69 0.01% 0.01% 606 0 0.0% Q3 2026 Oct 30, 2026
SOA Wealth Advisors, LLC. History No change 30,853 66 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 21, 2026
Private Wealth Asset Management, LLC History No change 935 61 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 11, 2026
Murphy & Mullick Capital Management Corp History Added to 925 60 0.04% 0.03% 609 +150 19.35% Q3 2026 Oct 30, 2026
TD Capital Management LLC History No change 877 57 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 06, 2026
Hurley Capital, LLC History Reduced 796 51 0.02% 0.03% 611 -1 -0.13% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History Added to 782 50 0.0% 0.0% 612 +173 28.41% Q3 2026 Nov 06, 2026
US BANCORP \DE\ History Reduced 756 49 0.0% 0.0% 613 -708 -48.36% Q3 2026 Nov 05, 2026
Smartleaf Asset Management LLC History No change 739 47 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
PlanVest Financial, Inc History No change 715 46 0.03% 0.03% 615 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History Reduced 695 45 0.0% 0.01% 616 -85 -10.9% Q3 2026 Nov 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 676 44 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 13, 2026
Quest 10 Wealth Builders, Inc. History No change 631 41 0.03% 0.03% 618 0 0.0% Q3 2026 Nov 02, 2026
FIRST COMMUNITY TRUST NA History No change 615 40 0.01% 0.02% 619 0 0.0% Q3 2026 Oct 07, 2026
Nemes Rush Group LLC History No change 604 39 0.0% 0.0% 620 0 0.0% Q3 2026 Nov 04, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 602 39 0.02% 0.02% 621 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 550 36 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 16, 2026
ASHTON THOMAS SECURITIES, LLC History New 536 34 0.0% — 624 +536 New Q3 2026 Oct 26, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 513 34 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
Gen-Wealth Partners Inc History No change 511 33 0.01% 0.01% 625 0 0.0% Q3 2026 Nov 04, 2026
NFSG Corp History New 500 32 0.0% — 628 +500 New Q3 2026 Oct 15, 2026
Rakuten Securities, Inc. History Reduced 495 32 0.01% 0.01% 627 -268 -35.12% Q3 2026 Nov 02, 2026
Bogart Wealth, LLC History No change 494 32 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 24, 2026
NVWM, LLC History No change 468 30 0.01% 0.01% 629 0 0.0% Q3 2026 Oct 14, 2026
UMB Bank, n.a. History No change 452 29 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 450 29 0.01% 0.01% 631 0 0.0% Q2 2026 Jul 21, 2026
Montgomery Financial Services LLC History No change 454 29 0.02% 0.03% 632 0 0.0% Q3 2026 Nov 03, 2026
Cassaday & Co Wealth Management LLC History No change 430 28 0.0% 0.0% 633 0 0.0% Q3 2026 Oct 27, 2026
HM PAYSON & CO History No change 416 27 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 17, 2026
Roble, Belko & Company, Inc History No change 407 27 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 24, 2026
PFS Partners, LLC History No change 420 27 0.01% 0.01% 636 0 0.0% Q3 2026 Oct 21, 2026
10Elms LLP History No change 423 27 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 14, 2026
Vermillion Wealth Management, Inc. History Reduced 411 26 0.03% 0.01% 639 -16 -3.75% Q3 2026 Oct 26, 2026
FINANCIAL CONSULATE, INC History No change 407 26 0.0% 0.0% 638 0 0.0% Q3 2026 Oct 23, 2026
Game Plan Financial Advisors, LLC History No change 400 26 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 382 25 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 10, 2026
Front Row Advisors LLC History No change 408 25 0.01% 0.01% 642 0 0.0% Q2 2026 Aug 13, 2026
Latitude Advisors, LLC History New 380 24 0.01% — 644 +380 New Q3 2026 Oct 27, 2026
William Mack & Associates, Inc. History New 375 24 0.01% — 645 +375 New Q3 2026 Oct 27, 2026
Winthrop Capital Management, LLC History No change 373 24 0.01% 0.01% 643 0 0.0% Q3 2026 Nov 05, 2026
Meriwether Wealth & Planning, LLC History New 358 23 0.01% — 649 +358 New Q3 2026 Oct 13, 2026
VAN ECK ASSOCIATES CORP History No change 356 23 0.0% 0.0% 646 0 0.0% Q2 2026 Aug 14, 2026
Steigerwald, Gordon & Koch Inc. History No change 358 23 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 22, 2026
Continuum Advisory, LLC History No change 353 23 0.0% 0.0% 648 0 0.0% Q2 2026 Aug 06, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 344 22 0.0% 0.0% 650 0 0.0% Q3 2026 Oct 28, 2026
Parkside Financial Bank & Trust History No change 345 22 0.0% 0.0% 651 0 0.0% Q3 2026 Oct 27, 2026
BFC Planning, Inc. History No change 350 22 0.0% 0.0% 652 0 0.0% Q2 2026 Oct 29, 2026
GROUP ONE TRADING LLC History No change 325 21 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 13, 2026
Copia Wealth Management History No change 332 21 0.01% 0.01% 654 0 0.0% Q2 2026 Aug 17, 2026
Strategic Wealth Partners, Ltd. History No change 290 19 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 12, 2026
Triumph Capital Management History No change 300 19 0.0% 0.0% 656 0 0.0% Q3 2026 Oct 14, 2026
Berbice Capital Management LLC History No change 300 19 0.01% 0.01% 657 0 0.0% Q3 2026 Oct 13, 2026
Jacobi Capital Management LLC History New 284 18 0.0% — 660 +284 New Q3 2026 Nov 05, 2026
WELLINGTON-ALTUS USA INC. History No change 388 18 0.01% 0.01% 658 0 0.0% Q2 2026 Sep 17, 2026
Synergy Investment Management, LLC History No change 284 18 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 14, 2026
COUNTRY TRUST BANK History No change 266 17 0.0% 0.0% 661 0 0.0% Q3 2026 Oct 30, 2026
Smithfield Trust Co History No change 232 15 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 05, 2026
Lavaca Capital LLC History No change 233 15 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 14, 2026
TOMPKINS FINANCIAL CORP History No change 229 14 0.0% 0.0% 664 0 0.0% Q3 2026 Oct 05, 2026
Main Management LLC History No change 215 14 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 201 13 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 10, 2026
Cranbrook Wealth Management, LLC History No change 200 13 0.0% 0.0% 667 0 0.0% Q3 2026 Oct 28, 2026
TSFG, LLC History No change 200 13 0.0% 0.0% 668 0 0.0% Q3 2026 Oct 23, 2026
Glass Jacobson Investment Advisors llc History No change 211 13 0.0% 0.0% 669 0 0.0% Q3 2026 Oct 26, 2026
Hilltop National Bank History No change 200 13 0.0% 0.0% 670 0 0.0% Q3 2026 Oct 14, 2026
CrossGen Wealth, LLC History New 186 12 0.01% — 675 +186 New Q3 2026 Oct 29, 2026
IMG Wealth Management, Inc. History Reduced 197 12 0.01% 0.01% 674 -80 -28.88% Q3 2026 Oct 26, 2026
Financial Management Professionals, Inc. History No change 198 12 0.0% 0.0% 671 0 0.0% Q3 2026 Oct 23, 2026
Nalls Sherbakoff Group, LLC History No change 185 12 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 17, 2026
Bell Investment Advisors, Inc History No change 197 12 0.0% 0.0% 673 0 0.0% Q3 2026 Oct 28, 2026
SFAM, LLC History Added to 171 11 0.01% 0.0% 677 +99 137.5% Q3 2026 Nov 03, 2026
SIGNATUREFD, LLC History No change 170 11 0.0% 0.0% 676 0 0.0% Q3 2026 Oct 23, 2026
Tanglewood Legacy Advisors, LLC History No change 166 10 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 155 10 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 24, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 150 9 0.0% — 682 +150 New Q3 2026 Oct 07, 2026
Russell Investments Group, Ltd. History No change 141 9 0.0% 0.0% 680 0 0.0% Q2 2026 Aug 06, 2026
Aspect Partners, LLC History No change 142 9 0.0% 0.0% 681 0 0.0% Q3 2026 Oct 20, 2026
GRANVILLE CAPITAL, INC. History No change 122 7 0.0% 0.0% 683 0 0.0% Q3 2026 Nov 05, 2026
Abound Wealth Management History No change 110 7 0.0% 0.0% 684 0 0.0% Q3 2026 Oct 26, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 110 7 0.0% 0.0% 685 0 0.0% Q3 2026 Nov 03, 2026
Nova Financial LLC History New 100 6 0.0% — 695 +100 New Q3 2026 Nov 04, 2026
FRANKLIN RESOURCES INC History No change 100 6 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 13, 2026
Silicon Valley Capital Partners History No change 102 6 0.0% 0.0% 687 0 0.0% Q2 2026 Sep 21, 2026
First Command Advisory Services, Inc. History No change 100 6 0.0% 0.0% 688 0 0.0% Q3 2026 Nov 05, 2026
Physician Wealth Advisors, Inc. History No change 100 6 0.0% 0.0% 689 0 0.0% Q3 2026 Oct 20, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 100 6 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 04, 2026
Powell Investment Advisors, LLC History No change 98 6 0.0% 0.0% 691 0 0.0% Q3 2026 Oct 21, 2026
Strategic Advocates LLC History No change 100 6 0.02% 0.02% 692 0 0.0% Q3 2026 Nov 03, 2026
Fourth Dimension Wealth, LLC History No change 100 6 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 31, 2026
Medallion Wealth Advisors, LLC History No change 105 6 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 14, 2026
Oakworth Capital, Inc. History No change 90 5 0.0% 0.0% 696 0 0.0% Q3 2026 Oct 26, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 73 4 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 13, 2026
Morton Brown Family Wealth, LLC History No change 65 4 0.0% 0.0% 698 0 0.0% Q3 2026 Oct 23, 2026
Nova Wealth Management, Inc. History No change 74 4 0.0% 0.0% 699 0 0.0% Q2 2026 Jul 13, 2026
Ascentis Wealth Management, LLC History New 53 3 0.0% — 705 +53 New Q3 2026 Nov 03, 2026
MONTAG A & ASSOCIATES INC History Added to 60 3 0.0% 0.0% 700 +5 9.09% Q3 2026 Oct 29, 2026
ST GERMAIN D J CO INC History No change 59 3 0.0% 0.0% 701 0 0.0% Q2 2026 Jul 21, 2026
Bangor Savings Bank History No change 52 3 0.0% 0.0% 702 0 0.0% Q3 2026 Oct 06, 2026
N.E.W. Advisory Services LLC History No change 50 3 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 48 3 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History New 40 2 0.0% — 710 +40 New Q3 2026 Oct 30, 2026
SJS Investment Consulting Inc. History Reduced 43 2 0.0% 0.0% 708 -8 -15.69% Q3 2026 Oct 26, 2026
VALLEY NATIONAL ADVISERS INC History No change 45 2 0.0% 0.0% 706 0 0.0% Q3 2026 Oct 23, 2026
Pacific Center for Financial Services History No change 35 2 0.0% 0.0% 707 0 0.0% Q3 2026 Oct 15, 2026
Anchor Bay Capital, Inc. History No change 35 2 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 11, 2026
CULLEN/FROST BANKERS, INC. History No change 25 1 0.0% 0.0% 711 0 0.0% Q3 2026 Oct 28, 2026
Operose Advisors LLC History No change 30 1 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 13, 2026
Transcendent Capital Group LLC History Closed out 0 0 — 1.51% — -59,204 -100.0% Q3 2026 Oct 28, 2026
Plan Group Financial, LLC History Closed out 0 0 — 0.33% — -24,614 -100.0% Q3 2026 Oct 22, 2026
Larry Mathis Financial Planning, LLC History Closed out 0 0 — 0.97% — -19,423 -100.0% Q3 2026 Oct 26, 2026
Providence First Trust Co History Closed out 0 0 — 0.21% — -11,572 -100.0% Q3 2026 Nov 02, 2026
Principle Wealth Partners LLC History Closed out 0 0 — 0.03% — -9,175 -100.0% Q3 2026 Nov 02, 2026
Sightline Wealth Advisors, LLC History Closed out 0 0 — 0.16% — -6,665 -100.0% Q3 2026 Oct 21, 2026
Beacon Capital Management, LLC History Closed out 0 0 — 0.06% — -6,497 -100.0% Q3 2026 Oct 23, 2026
CUTLER INVESTMENT COUNSEL LLC History Closed out 0 0 — 0.03% — -4,864 -100.0% Q3 2026 Oct 28, 2026
VESTOR CAPITAL, LLC History Closed out 0 0 — 0.0% — -4,744 -100.0% Q3 2026 Nov 04, 2026
Convergence Financial, LLC History Closed out 0 0 — 0.02% — -4,000 -100.0% Q3 2026 Oct 27, 2026
Trek Financial, LLC History Closed out 0 0 — 0.01% — -3,965 -100.0% Q3 2026 Oct 29, 2026
Signal Advisors Wealth, LLC History Closed out 0 0 — 0.01% — -3,532 -100.0% Q3 2026 Oct 13, 2026
Berman McAleer LLC History Closed out 0 0 — 0.02% — -3,250 -100.0% Q3 2026 Oct 16, 2026
Able Wealth Management LLC History Closed out 0 0 — 0.05% — -3,245 -100.0% Q3 2026 Oct 13, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.05% — -2,859 -100.0% Q3 2026 Oct 13, 2026
TUCKER ASSET MANAGEMENT LLC History Closed out 0 0 — 0.01% — -664 -100.0% Q3 2026 Oct 29, 2026
Asset Dedication, LLC History Closed out 0 0 — 0.0% — -75 -100.0% Q3 2026 Nov 02, 2026
Mountain Hill Investment Partners Corp. History Closed out 0 0 — — — -15 -100.0% Q3 2026 Oct 23, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — — — -13 -100.0% Q3 2026 Nov 04, 2026
ISLAY CAPITAL MANAGEMENT, LLC History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 20, 2026
Key Capital Management, INC History New 4 0 — — — +4 New Q3 2026 Nov 03, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History New 1 0 — — — +1 New Q3 2026 Oct 26, 2026
PITTENGER & ANDERSON INC History No change 7 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Caldwell Trust Co History No change 12 0 — — — 0 0.0% Q3 2026 Oct 30, 2026
Sankala Group LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 18, 2026