ASSURANT, INC. - AIZ
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 | 5,009,537 | 1,345,211 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 4,727,930 | 1,269,590 | 0.21% | 0.21% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 3,236,936 | 869,214 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 2,836,307 | 761,633 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 2,541,897 | 682,575 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 2,427,220 | 651,782 | 0.43% | 0.43% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,417,209 | 379,919 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invesco Ltd. | History | No change | 1,226,729 | 329,413 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,194,130 | 314,651 | 0.06% | 0.06% | 9 | -5,175 | -0.43% | Q3 2026 | Nov 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 1,143,631 | 307,100 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,004,116 | 269,635 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 920,398 | 247,154 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | No change | 896,364 | 240,700 | 0.66% | 0.66% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 777,257 | 208,717 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 754,475 | 202,096 | 0.17% | 0.17% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 689,904 | 185,260 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 651,725 | 175,007 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 612,525 | 164,481 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | No change | 582,803 | 156,500 | 1.98% | 1.98% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 548,785 | 147,365 | 0.1% | 0.1% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 512,613 | 137,954 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHERN TRUST CORP | History | No change | 503,434 | 135,187 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 477,030 | 128,096 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 465,890 | 125,105 | 0.12% | 0.12% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 465,243 | 124,931 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gillson Capital LP | History | No change | 464,516 | 124,736 | 7.35% | 7.35% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 414,275 | 111,245 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 405,627 | 108,923 | 0.28% | 0.28% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Woodline Partners LP | History | No change | 390,528 | 104,868 | 0.32% | 0.32% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 345,193 | 92,694 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 327,512 | 87,946 | 0.44% | 0.44% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 308,532 | 82,850 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 299,973 | 80,551 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 285,698 | 76,718 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 277,979 | 74,645 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 246,107 | 66,087 | 0.36% | 0.36% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 240,181 | 64,495 | 0.05% | 0.05% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 238,400 | 64,017 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 237,825 | 63,864 | 0.5% | 0.5% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Grotto Capital, LLC | History | New | 240,329 | 63,326 | 4.35% | — | 40 | +240,329 | New | Q3 2026 | Nov 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 223,542 | 60,027 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 210,486 | 56,521 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS Group AG | History | No change | 202,606 | 54,405 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 184,140 | 49,447 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 182,192 | 48,765 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 173,323 | 46,542 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 170,055 | 45,664 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 146,874 | 39,979 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 146,019 | 39,210 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 139,773 | 37,533 | 0.09% | 0.09% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 133,460 | 35,838 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 128,615 | 34,536 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Reduced | 129,861 | 34,218 | 0.01% | 0.01% | 53 | -2,164 | -1.64% | Q3 2026 | Nov 04, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | No change | 122,100 | 32,787 | 0.68% | 0.68% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LORD, ABBETT & CO. LLC | History | No change | 119,330 | 32,044 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 115,053 | 30,895 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 115,398 | 30,407 | 0.54% | 0.54% | 57 | -4,249 | -3.55% | Q3 2026 | Oct 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 112,664 | 30,253 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 112,130 | 30,110 | 0.22% | 0.22% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calamos Advisors LLC | History | Added to | 107,044 | 28,206 | 0.08% | 0.09% | 60 | +1,759 | 1.67% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 104,242 | 27,992 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | No change | 104,171 | 27,973 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 99,700 | 26,772 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 98,589 | 26,474 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 98,556 | 26,465 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 97,194 | 26,099 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 96,943 | 26,032 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 98,312 | 25,905 | 1.47% | 1.53% | 68 | +7 | 0.01% | Q3 2026 | Oct 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 89,591 | 24,059 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 89,389 | 24,003 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 89,235 | 23,962 | 0.42% | 0.42% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 87,631 | 23,531 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 87,101 | 23,389 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 84,349 | 22,650 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 81,669 | 21,930 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 79,270 | 21,286 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 78,597 | 21,105 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 76,366 | 20,542 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jain Global LLC | History | No change | 73,506 | 19,738 | 0.08% | 0.08% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 71,968 | 19,325 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 64,439 | 17,303 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 63,396 | 16,704 | 0.01% | 0.01% | 82 | +4 | 0.01% | Q3 2026 | Nov 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 61,126 | 16,348 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 58,342 | 15,666 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 57,891 | 15,545 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 57,625 | 15,474 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 57,569 | 15,459 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 57,537 | 15,161 | 0.01% | 0.01% | 88 | -7,024 | -10.88% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 51,548 | 13,842 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | No change | 50,999 | 13,695 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 48,248 | 12,956 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 47,920 | 12,867 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 47,739 | 12,710 | 0.02% | 0.02% | 93 | +4,995 | 11.69% | Q3 2026 | Nov 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 46,003 | 12,353 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 44,829 | 12,037 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 44,688 | 12,000 | 0.23% | 0.23% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 44,078 | 11,836 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dockside LLC | History | No change | 43,551 | 11,694 | 2.74% | 2.74% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 42,859 | 11,508 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 51,148 | 11,140 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 38,356 | 10,299 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Azora Capital LP | History | No change | 38,009 | 10,206 | 0.43% | 0.43% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 37,166 | 9,799 | 0.01% | 0.0% | 103 | +29,813 | 405.45% | Q3 2026 | Oct 27, 2026 |
| CREDIT AGRICOLE S A | History | No change | 36,297 | 9,746 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 36,240 | 9,731 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 35,918 | 9,645 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 35,853 | 9,627 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 35,615 | 9,563 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,245 | 9,551 | 0.02% | 0.02% | 109 | -3,200 | -8.11% | Q3 2026 | Oct 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 34,777 | 9,338 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Associates, LP | History | No change | 34,707 | 9,319 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 34,133 | 9,165 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 33,159 | 8,904 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 32,984 | 8,857 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 32,938 | 8,844 | 0.49% | 0.49% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 32,400 | 8,700 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vest Financial, LLC | History | Reduced | 31,342 | 8,258 | 0.09% | 0.09% | 117 | -293 | -0.93% | Q3 2026 | Oct 21, 2026 |
| Shay Capital LLC | History | No change | 30,000 | 8,055 | 0.52% | 0.52% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 30,549 | 8,049 | 1.32% | 1.15% | 119 | +3,376 | 12.42% | Q3 2026 | Oct 29, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | No change | 34,000 | 7,985 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 29,675 | 7,968 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 28,459 | 7,498 | 0.27% | 0.27% | 122 | +121 | 0.43% | Q3 2026 | Nov 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 28,190 | 7,428 | 0.02% | 0.02% | 123 | +414 | 1.49% | Q3 2026 | Oct 20, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 27,466 | 7,375 | 0.15% | 0.15% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | No change | 27,353 | 7,345 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 26,071 | 7,000 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Janney Montgomery Scott LLC | History | No change | 25,824 | 6,935 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 25,435 | 6,830 | 0.87% | 0.87% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 24,879 | 6,680 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 25,058 | 6,602 | 0.01% | 0.01% | 130 | -668 | -2.6% | Q3 2026 | Oct 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 24,453 | 6,566 | 0.04% | 0.04% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 23,974 | 6,437 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 24,059 | 6,339 | 0.01% | 0.0% | 133 | +15,252 | 173.18% | Q3 2026 | Oct 15, 2026 |
| Creative Planning | History | Added to | 23,721 | 6,250 | 0.0% | 0.0% | 134 | +170 | 0.72% | Q3 2026 | Nov 02, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 22,760 | 6,111 | 0.14% | 0.14% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 22,644 | 6,080 | 0.8% | 0.8% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 22,349 | 5,997 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 21,615 | 5,804 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 21,230 | 5,700 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 21,089 | 5,663 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,027 | 5,646 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 20,869 | 5,603 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 20,403 | 5,478 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 20,168 | 5,415 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 20,538 | 5,412 | 0.03% | 0.04% | 145 | -394 | -1.88% | Q3 2026 | Oct 26, 2026 |
| Corient Private Wealth LP | History | No change | 20,120 | 5,402 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Neuberger Berman Group LLC | History | No change | 19,853 | 5,331 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 19,633 | 5,272 | 1.02% | 1.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Edgestream Partners, L.P. | History | No change | 19,275 | 5,175 | 0.15% | 0.15% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 18,863 | 5,065 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 19,043 | 5,017 | 0.19% | 0.19% | 151 | +85 | 0.45% | Q3 2026 | Oct 15, 2026 |
| LBP AM SA | History | No change | 18,580 | 4,989 | 0.05% | 0.05% | 152 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DANSKE BANK A/S | History | No change | 18,400 | 4,940 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 18,136 | 4,870 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 18,380 | 4,843 | 0.45% | 0.45% | 155 | +1,534 | 9.11% | Q3 2026 | Nov 04, 2026 |
| SG Americas Securities, LLC | History | No change | 17,567 | 4,717 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 17,731 | 4,672 | 0.01% | 0.01% | 157 | +1,478 | 9.09% | Q3 2026 | Oct 28, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 16,193 | 4,348 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,155 | 4,256 | 0.01% | 0.01% | 159 | -142 | -0.87% | Q3 2026 | Nov 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,810 | 4,245 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 15,731 | 4,224 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,661 | 4,126 | 0.01% | 0.01% | 162 | -767 | -4.67% | Q3 2026 | Oct 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 15,324 | 4,114 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,000 | 4,028 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 14,859 | 3,984 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 14,700 | 3,947 | 0.07% | 0.07% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rafferty Asset Management, LLC | History | No change | 14,432 | 3,875 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 14,327 | 3,847 | 0.17% | 0.17% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 14,182 | 3,808 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,366 | 3,785 | 0.0% | 0.0% | 170 | +887 | 6.58% | Q3 2026 | Oct 30, 2026 |
| Squarepoint Ops LLC | History | No change | 14,065 | 3,776 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Czech National Bank | History | Added to | 14,172 | 3,734 | 0.02% | 0.02% | 172 | +69 | 0.49% | Q3 2026 | Oct 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 13,752 | 3,692 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 13,992 | 3,686 | 0.03% | 0.02% | 174 | +824 | 6.26% | Q3 2026 | Nov 04, 2026 |
| Arizona State Retirement System | History | Added to | 13,959 | 3,678 | 0.02% | 0.02% | 175 | +245 | 1.79% | Q3 2026 | Nov 03, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,700 | 3,678 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 13,401 | 3,597 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 12,951 | 3,477 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 12,872 | 3,456 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 12,782 | 3,368 | 0.04% | 0.04% | 180 | -387 | -2.94% | Q3 2026 | Nov 03, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,397 | 3,328 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,440 | 3,289 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 12,367 | 3,258 | 0.01% | 0.02% | 183 | -300 | -2.37% | Q3 2026 | Oct 27, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 12,147 | 3,200 | 0.01% | 0.01% | 184 | +7,250 | 148.05% | Q3 2026 | Nov 03, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | New | 12,017 | 3,166 | 0.81% | — | 185 | +12,017 | New | Q3 2026 | Oct 13, 2026 |
| XTX Topco Ltd | History | No change | 11,770 | 3,160 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Added to | 11,863 | 3,125 | 0.02% | 0.02% | 187 | +2,685 | 29.25% | Q3 2026 | Nov 03, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,334 | 3,043 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dean Capital Management | History | No change | 11,237 | 3,017 | 1.09% | 1.09% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 11,188 | 3,004 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 10,853 | 2,914 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 10,760 | 2,889 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,939 | 2,882 | 0.03% | 0.03% | 193 | -179 | -1.61% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,897 | 2,871 | 0.01% | 0.01% | 194 | -47 | -0.43% | Q3 2026 | Nov 03, 2026 |
| CIBC Asset Management Inc | History | Reduced | 10,819 | 2,850 | 0.01% | 0.01% | 195 | -80 | -0.73% | Q3 2026 | Nov 05, 2026 |
| PensionDanmark Pensionsforsikringsaktieselskab | History | Added to | 10,739 | 2,829 | 0.02% | 0.02% | 196 | +1,504 | 16.29% | Q3 2026 | Oct 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 10,234 | 2,748 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 10,343 | 2,725 | 0.01% | 0.01% | 198 | -64 | -0.61% | Q3 2026 | Nov 04, 2026 |
| BAILARD, INC. | History | New | 10,146 | 2,673 | 0.05% | — | 199 | +10,146 | New | Q3 2026 | Oct 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 9,907 | 2,610 | 0.06% | — | 200 | +9,907 | New | Q3 2026 | Oct 16, 2026 |
| Capital Research Global Investors | History | No change | 9,539 | 2,561 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 9,534 | 2,560 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 9,708 | 2,558 | 0.04% | 0.04% | 203 | -104 | -1.06% | Q3 2026 | Oct 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,495 | 2,549 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 9,543 | 2,514 | 0.0% | 0.0% | 205 | +6,705 | 236.26% | Q3 2026 | Oct 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 9,505 | 2,504 | 0.02% | 0.03% | 206 | +583 | 6.53% | Q3 2026 | Oct 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 9,373 | 2,469 | 0.0% | 0.0% | 207 | -1,179 | -11.17% | Q3 2026 | Nov 03, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 8,986 | 2,367 | 0.02% | 0.02% | 208 | +125 | 1.41% | Q3 2026 | Oct 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 8,900 | 2,345 | 0.01% | 0.01% | 209 | +2,100 | 30.88% | Q3 2026 | Oct 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 8,644 | 2,333 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 8,632 | 2,318 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NorthCoast Asset Management LLC | History | No change | 8,596 | 2,308 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,369 | 2,247 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEOS Investment Management LLC | History | Added to | 8,431 | 2,221 | 0.01% | 0.01% | 214 | +712 | 9.22% | Q3 2026 | Nov 04, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,361 | 2,203 | 0.02% | 0.02% | 215 | -217 | -2.53% | Q3 2026 | Oct 23, 2026 |
| RBF Capital, LLC | History | No change | 8,000 | 2,148 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capula Management Ltd | History | No change | 7,800 | 2,094 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 7,854 | 2,069 | 1.16% | 1.17% | 218 | -140 | -1.75% | Q3 2026 | Nov 02, 2026 |
| Utah Retirement Systems | History | No change | 7,517 | 2,018 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,507 | 2,015 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | New | 7,623 | 2,009 | 0.02% | — | 221 | +7,623 | New | Q3 2026 | Oct 22, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 7,616 | 2,006 | 0.0% | 0.0% | 222 | -553 | -6.77% | Q3 2026 | Nov 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 7,435 | 1,996 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 7,479 | 1,970 | 0.02% | 0.02% | 224 | +2,172 | 40.93% | Q3 2026 | Oct 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,735 | 1,837 | 0.0% | 0.0% | 225 | +475 | 7.59% | Q3 2026 | Oct 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 6,750 | 1,812 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 6,721 | 1,804 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 6,631 | 1,780 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLSTATE CORP | History | No change | 6,499 | 1,745 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 6,426 | 1,725 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EDMP, INC. | History | Reduced | 6,167 | 1,624 | 1.25% | 1.34% | 231 | -36 | -0.58% | Q3 2026 | Oct 22, 2026 |
| Atom Investors LP | History | No change | 6,034 | 1,620 | 0.14% | 0.14% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,064 | 1,597 | 0.02% | 0.02% | 233 | -29 | -0.48% | Q3 2026 | Oct 29, 2026 |
| Brevan Howard Capital Management LP | History | No change | 5,873 | 1,577 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,530 | 1,485 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | No change | 5,396 | 1,448 | 0.34% | 0.34% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | No change | 5,316 | 1,427 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CV Advisors LLC | History | No change | 5,100 | 1,343 | 0.23% | 0.25% | 238 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 5,048 | 1,330 | 0.01% | 0.01% | 239 | -59 | -1.16% | Q3 2026 | Oct 23, 2026 |
| BROWN ADVISORY INC | History | No change | 4,874 | 1,308 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 4,801 | 1,289 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,542 | 1,219 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 4,476 | 1,201 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 4,443 | 1,170 | 0.19% | 0.19% | 244 | +20 | 0.45% | Q3 2026 | Nov 04, 2026 |
| Holocene Advisors, LP | History | No change | 4,357 | 1,169 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 4,333 | 1,163 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 4,276 | 1,148 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 4,242 | 1,139 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 4,265 | 1,123 | 0.0% | 0.0% | 249 | -19 | -0.44% | Q3 2026 | Oct 29, 2026 |
| Tidal Investments LLC | History | No change | 4,091 | 1,098 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,131 | 1,088 | 0.01% | 0.01% | 251 | +4 | 0.1% | Q3 2026 | Oct 23, 2026 |
| Engineers Gate Manager LP | History | No change | 4,052 | 1,088 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 4,049 | 1,087 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ascent Group, LLC | History | Added to | 4,030 | 1,061 | 0.03% | 0.03% | 254 | +30 | 0.75% | Q3 2026 | Oct 30, 2026 |
| Caitlin John, LLC | History | No change | 3,917 | 1,051 | 0.57% | 0.57% | 255 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,907 | 1,049 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,876 | 1,041 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oak Thistle LLC | History | Reduced | 3,949 | 1,040 | 0.1% | 0.15% | 258 | -1,936 | -32.9% | Q3 2026 | Oct 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,866 | 1,018 | 0.0% | 0.0% | 259 | +3,014 | 353.76% | Q3 2026 | Nov 02, 2026 |
| US Asset Management LLC | History | No change | 3,787 | 1,016 | 0.77% | 0.77% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,762 | 1,010 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,763 | 1,010 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacer Advisors, Inc. | History | No change | 3,715 | 998 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| iA Global Asset Management Inc. | History | Added to | 3,775 | 995 | 0.01% | 0.01% | 264 | +1,856 | 96.72% | Q3 2026 | Oct 29, 2026 |
| INCEPTIONR LLC | History | No change | 3,645 | 978 | 0.24% | 0.24% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAYPORT, LLC | History | No change | 3,626 | 973 | 0.15% | 0.15% | 266 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,621 | 972 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Added to | 3,669 | 966 | 0.01% | 0.0% | 268 | +1,934 | 111.47% | Q3 2026 | Oct 15, 2026 |
| iSAM Funds (UK) Ltd | History | No change | 3,600 | 966 | 0.68% | 0.68% | 269 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frec Markets, Inc. | History | No change | 3,588 | 963 | 0.09% | 0.09% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,535 | 949 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambria Investment Management, L.P. | History | No change | 3,529 | 947 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 3,552 | 936 | 0.04% | 0.04% | 273 | +281 | 8.59% | Q3 2026 | Oct 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,415 | 917 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 3,442 | 906 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| USA FINANCIAL FORMULAS | History | New | 3,433 | 904 | 0.18% | — | 276 | +3,433 | New | Q3 2026 | Oct 16, 2026 |
| Lido Advisors, LLC | History | Added to | 3,402 | 896 | 0.0% | 0.0% | 277 | +1,274 | 59.87% | Q3 2026 | Nov 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,297 | 885 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 3,262 | 875 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Impact Partnership Wealth, LLC | History | No change | 3,257 | 874 | 0.08% | 0.08% | 280 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savant Capital, LLC | History | No change | 3,231 | 868 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 3,208 | 861 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 3,187 | 855 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,231 | 851 | 0.01% | 0.01% | 284 | +719 | 28.62% | Q3 2026 | Nov 04, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 3,209 | 845 | 0.01% | 0.0% | 285 | +1,461 | 83.58% | Q3 2026 | Oct 13, 2026 |
| STONERIDGE INVESTMENT PARTNERS LLC | History | No change | 3,004 | 839 | 0.55% | 0.55% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 3,098 | 831 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Norinchukin Bank, The | History | No change | 3,069 | 824 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Machina Capital S.A.S. | History | No change | 3,064 | 822 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | No change | 3,056 | 820 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,046 | 818 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS | History | No change | 3,010 | 808 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,963 | 795 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 2,989 | 787 | 0.03% | 0.03% | 294 | +225 | 8.14% | Q3 2026 | Oct 08, 2026 |
| Havemeyer Place LP | History | No change | 2,883 | 774 | 0.08% | 0.08% | 295 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,936 | 773 | 0.01% | 0.01% | 297 | +547 | 22.9% | Q3 2026 | Oct 30, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 2,880 | 773 | 0.19% | 0.19% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,867 | 769 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CenterBook Partners LP | History | New | 2,867 | 755 | 0.03% | — | 299 | +2,867 | New | Q3 2026 | Nov 02, 2026 |
| Nippon Life Global Investors Americas, Inc. | History | Reduced | 2,840 | 748 | 0.03% | 0.04% | 300 | -1,040 | -26.8% | Q3 2026 | Oct 29, 2026 |
| StoneRidge PMG Advisors, LLC | History | New | 2,782 | 733 | 0.52% | — | 302 | +2,782 | New | Q3 2026 | Nov 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 2,733 | 733 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 2,724 | 731 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 2,729 | 719 | 0.03% | 0.03% | 304 | +124 | 4.76% | Q3 2026 | Oct 13, 2026 |
| COMMERCE BANK | History | No change | 2,632 | 706 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 111 Capital | History | New | 2,665 | 702 | 0.1% | — | 306 | +2,665 | New | Q3 2026 | Nov 03, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | Reduced | 2,661 | 701 | 0.02% | 0.02% | 307 | -92 | -3.34% | Q3 2026 | Nov 04, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 2,624 | 691 | 0.01% | 0.01% | 308 | -289 | -9.92% | Q3 2026 | Oct 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,563 | 688 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rose Capital Advisors LLC | History | New | 2,603 | 685 | 0.17% | — | 310 | +2,603 | New | Q3 2026 | Nov 04, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 2,529 | 679 | 0.09% | 0.09% | 311 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 2,526 | 678 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 2,487 | 667 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 2,461 | 661 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIZUHO SECURITIES USA LLC | History | No change | 3,028 | 659 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 2,411 | 647 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Walleye Trading LLC | History | No change | 2,400 | 644 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,381 | 639 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Employees Retirement System of Texas | History | No change | 2,370 | 636 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 2,400 | 632 | 0.01% | 0.01% | 320 | -100 | -4.0% | Q3 2026 | Oct 20, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 2,330 | 625 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,296 | 616 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DnB Asset Management AS | History | No change | 2,270 | 609 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ICON ADVISERS INC/CO | History | No change | 2,242 | 602 | 0.11% | 0.11% | 324 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valtrion Capital Management, LLC | History | No change | 2,237 | 600 | 0.45% | 0.45% | 325 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bridgefront Capital, LLC | History | No change | 2,217 | 595 | 0.16% | 0.16% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 2,208 | 592 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,199 | 590 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KBC Group NV | History | No change | 2,233 | 588 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 2,186 | 587 | 0.19% | 0.19% | 330 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| denkapparat Operations GmbH | History | No change | 2,182 | 585 | 0.19% | 0.19% | 331 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aberdeen Group plc | History | No change | 2,158 | 579 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 2,192 | 577 | 0.0% | 0.0% | 333 | +154 | 7.56% | Q3 2026 | Oct 27, 2026 |
| GoalFusion Wealth Management, LLC | History | No change | 2,174 | 572 | 0.23% | 0.24% | 334 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| OPTIMIZE FINANCIAL INC. | History | No change | 2,130 | 571 | 0.21% | 0.21% | 335 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Sound Capital Solutions LLC | History | No change | 2,130 | 571 | 0.13% | 0.13% | 336 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 2,114 | 567 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 2,082 | 559 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,080 | 558 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | New | 2,050 | 540 | 0.0% | — | 340 | +2,050 | New | Q3 2026 | Nov 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,977 | 530 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 1,973 | 529 | 0.09% | 0.09% | 342 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Empirical Finance, LLC | History | No change | 1,960 | 526 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 1,962 | 526 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OP Asset Management Ltd | History | New | 1,985 | 523 | 0.0% | — | 345 | +1,985 | New | Q3 2026 | Nov 05, 2026 |
| Asset Management Group, Inc. | History | No change | 1,947 | 522 | 0.08% | 0.08% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,946 | 522 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 1,948 | 513 | 0.02% | 0.01% | 349 | +346 | 21.6% | Q3 2026 | Oct 30, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 1,912 | 513 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 1,871 | 502 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,855 | 498 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | Added to | 1,854 | 488 | 0.08% | 0.06% | 352 | +231 | 14.23% | Q3 2026 | Oct 26, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 1,800 | 487 | 0.04% | 0.15% | 353 | -3,687 | -67.2% | Q3 2026 | Oct 20, 2026 |
| Nykredit A/S | History | No change | 1,790 | 480 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| OPAL CAPITAL LLC | History | No change | 1,745 | 468 | 0.08% | 0.08% | 355 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 1,758 | 463 | 0.01% | 0.01% | 357 | +603 | 52.21% | Q3 2026 | Oct 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 1,725 | 463 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Investment Partners, LLC | History | No change | 1,718 | 461 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,748 | 460 | 0.0% | 0.0% | 359 | +367 | 26.57% | Q3 2026 | Oct 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,684 | 452 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 1,682 | 451 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,688 | 444 | 0.0% | 0.0% | 362 | +15 | 0.9% | Q3 2026 | Nov 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,678 | 442 | 0.0% | 0.0% | 363 | +288 | 20.72% | Q3 2026 | Oct 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 1,628 | 428 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 1,589 | 426 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,508 | 424 | 0.01% | 0.01% | 366 | +121 | 8.72% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,508 | 424 | 0.01% | 0.01% | 367 | +121 | 8.72% | Q3 2026 | Oct 20, 2026 |
| FJ Capital Management LLC | History | No change | 1,576 | 423 | 0.05% | 0.05% | 368 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 1,596 | 421 | 0.14% | 0.15% | 369 | -59 | -3.56% | Q3 2026 | Nov 04, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 1,587 | 418 | 0.11% | 0.11% | 370 | -45 | -2.76% | Q3 2026 | Oct 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,552 | 416 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,568 | 413 | 0.0% | 0.0% | 372 | +17 | 1.1% | Q3 2026 | Oct 15, 2026 |
| SouthState Bank Corp | History | No change | 1,524 | 409 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,537 | 405 | 0.01% | 0.01% | 374 | -44 | -2.78% | Q3 2026 | Oct 28, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,495 | 401 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | No change | 1,492 | 400 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| North Dakota State Investment Board | History | Added to | 1,516 | 399 | 0.02% | 0.02% | 377 | +32 | 2.16% | Q3 2026 | Oct 27, 2026 |
| Merit Financial Group, LLC | History | No change | 1,480 | 397 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 1,471 | 394 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Korea Investment CORP | History | No change | 1,455 | 390 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CI INVESTMENTS INC. | History | No change | 1,444 | 387 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crestmont Private Wealth LLC | History | No change | 1,435 | 385 | 0.11% | 0.11% | 382 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 1,417 | 380 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vident Advisory, LLC | History | No change | 1,414 | 379 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,428 | 376 | 0.01% | 0.01% | 385 | -62 | -4.16% | Q3 2026 | Oct 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,355 | 375 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 1,412 | 372 | 0.02% | — | 387 | +1,412 | New | Q3 2026 | Oct 30, 2026 |
| STRS OHIO | History | Reduced | 1,402 | 369 | 0.0% | 0.02% | 388 | -15,515 | -91.71% | Q3 2026 | Oct 30, 2026 |
| M Holdings Securities, Inc. | History | New | 1,242 | 369 | 0.02% | — | 389 | +1,242 | New | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,398 | 368 | 0.01% | — | 390 | +1,398 | New | Q3 2026 | Nov 02, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,385 | 365 | 0.0% | 0.0% | 391 | +381 | 37.95% | Q3 2026 | Oct 14, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 1,379 | 363 | 0.03% | 0.03% | 393 | +93 | 7.23% | Q3 2026 | Oct 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 1,352 | 363 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 1,348 | 361 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 1,350 | 356 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Fieldview Capital Management, LLC | History | No change | 1,257 | 337 | 0.1% | 0.1% | 396 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 1,242 | 333 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,215 | 329 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Sciencast Management LP | History | No change | 1,227 | 329 | 0.07% | 0.07% | 399 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 1,223 | 328 | 0.08% | 0.08% | 400 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,226 | 323 | 0.0% | 0.0% | 401 | +162 | 15.23% | Q3 2026 | Oct 23, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,205 | 323 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,222 | 321 | 0.01% | 0.01% | 403 | +101 | 9.01% | Q3 2026 | Nov 02, 2026 |
| Callan Family Office, LLC | History | No change | 1,193 | 320 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,186 | 318 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,180 | 316 | 0.03% | 0.03% | 406 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,178 | 310 | 0.0% | 0.0% | 407 | +12 | 1.03% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 1,175 | 309 | 0.0% | 0.0% | 408 | +362 | 44.53% | Q3 2026 | Oct 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,135 | 304 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 1,124 | 301 | 0.03% | 0.03% | 410 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,056 | 300 | 0.01% | 0.01% | 411 | +16 | 1.54% | Q3 2026 | Oct 26, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 1,133 | 298 | 0.0% | 0.0% | 413 | +39 | 3.56% | Q3 2026 | Oct 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 1,113 | 298 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 1,095 | 294 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Moran Wealth Management, LLC | History | Added to | 1,115 | 293 | 0.01% | 0.01% | 415 | +108 | 10.72% | Q3 2026 | Oct 22, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,110 | 292 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| LRI Investments, LLC | History | No change | 1,085 | 291 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Innova Wealth Partners | History | Added to | 1,099 | 289 | 0.11% | 0.11% | 418 | +121 | 12.37% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,092 | 287 | 0.0% | 0.0% | 419 | -442 | -28.81% | Q3 2026 | Oct 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,088 | 286 | 0.01% | 0.0% | 420 | +157 | 16.86% | Q3 2026 | Oct 20, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 1,051 | 282 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 1,051 | 282 | 0.09% | 0.09% | 422 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,047 | 281 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maridea Wealth Management LLC | History | No change | 1,022 | 274 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CX Institutional | History | Added to | 1,035 | 273 | 0.01% | 0.01% | 425 | +10 | 0.98% | Q3 2026 | Oct 02, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,010 | 271 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,011 | 271 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 1,004 | 269 | 0.07% | 0.07% | 428 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 990 | 265 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WBH ADVISORY INC | History | No change | 1,000 | 263 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| World Investment Advisors | History | No change | 1,118 | 262 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Claro Advisors Inc. | History | Reduced | 991 | 261 | 0.03% | 0.03% | 432 | -159 | -13.83% | Q3 2026 | Nov 02, 2026 |
| State of Wyoming | History | New | 989 | 260 | 0.02% | — | 433 | +989 | New | Q3 2026 | Oct 28, 2026 |
| Wedmont Private Capital | History | Reduced | 926 | 252 | 0.01% | 0.01% | 434 | -2 | -0.22% | Q3 2026 | Oct 09, 2026 |
| CERTUITY, LLC | History | No change | 953 | 251 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 950 | 250 | 0.0% | 0.0% | 436 | -153 | -13.87% | Q3 2026 | Oct 28, 2026 |
| Metis Global Partners, LLC | History | No change | 934 | 250 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 926 | 248 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 925 | 243 | 0.0% | 0.0% | 439 | -11 | -1.18% | Q3 2026 | Oct 23, 2026 |
| Csenge Advisory Group | History | Reduced | 922 | 242 | 0.01% | 0.01% | 440 | -6 | -0.65% | Q3 2026 | Nov 04, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 912 | 240 | 0.04% | 0.05% | 441 | -4 | -0.44% | Q3 2026 | Oct 09, 2026 |
| MQS Management LLC | History | No change | 897 | 240 | 0.29% | 0.29% | 442 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 893 | 239 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EWA, LLC | History | No change | 884 | 237 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HM PAYSON & CO | History | No change | 881 | 236 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | No change | 857 | 230 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Horizon Investments, LLC | History | No change | 850 | 228 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empowered Funds, LLC | History | No change | 845 | 226 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 833 | 223 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 830 | 218 | 0.0% | — | 451 | +830 | New | Q3 2026 | Oct 22, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 815 | 218 | 0.14% | 0.14% | 450 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 820 | 216 | 0.01% | 0.01% | 452 | -3 | -0.36% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 797 | 214 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ballentine Partners, LLC | History | No change | 800 | 214 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Financial, LLC | History | No change | 794 | 213 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 792 | 212 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BALLAST ADVISORS LLC | History | No change | 788 | 211 | 0.05% | 0.05% | 457 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 786 | 211 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 797 | 210 | 0.0% | — | 461 | +797 | New | Q3 2026 | Oct 27, 2026 |
| BURNEY CO/ | History | Reduced | 800 | 210 | 0.01% | 0.01% | 459 | -105 | -11.6% | Q3 2026 | Oct 15, 2026 |
| Hilltop National Bank | History | Reduced | 800 | 210 | 0.05% | 0.05% | 460 | -58 | -6.76% | Q3 2026 | Oct 14, 2026 |
| Ignite Planners, LLC | History | New | 782 | 209 | 0.03% | — | 462 | +782 | New | Q3 2026 | Oct 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 762 | 204 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 750 | 201 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blackstone Inc. | History | No change | 751 | 201 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 759 | 200 | 0.0% | 0.0% | 466 | -136 | -15.2% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Added to | 754 | 198 | 0.0% | 0.0% | 467 | +679 | 905.33% | Q3 2026 | Oct 16, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 731 | 196 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 677 | 178 | 0.0% | 0.0% | 469 | +166 | 32.49% | Q3 2026 | Oct 14, 2026 |
| Vestcor Inc | History | No change | 662 | 178 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strive Financial Group ,LLC | History | No change | 654 | 175 | 0.08% | 0.08% | 471 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covestor Ltd | History | Added to | 631 | 166 | 0.11% | 0.07% | 472 | +156 | 32.84% | Q3 2026 | Oct 30, 2026 |
| Bullock Wealth Management Group | History | Reduced | 621 | 165 | 0.07% | 0.08% | 473 | -40 | -6.05% | Q3 2026 | Oct 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 607 | 159 | 0.01% | 0.01% | 474 | +7 | 1.17% | Q3 2026 | Oct 13, 2026 |
| Quent Capital, LLC | History | No change | 526 | 141 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 510 | 136 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCentric Advisors LLC | History | New | 512 | 134 | 0.12% | — | 477 | +512 | New | Q3 2026 | Nov 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 505 | 133 | 0.01% | 0.01% | 478 | +56 | 12.47% | Q3 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | New | 488 | 130 | 0.0% | — | 479 | +488 | New | Q3 2026 | Oct 16, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 490 | 129 | 0.0% | 0.01% | 480 | -131 | -21.1% | Q3 2026 | Nov 04, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 478 | 128 | 0.01% | 0.01% | 481 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 442 | 118 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 387 | 104 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 362 | 97 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 337 | 90 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 327 | 86 | 0.0% | — | 486 | +327 | New | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 300 | 80 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 297 | 78 | 0.0% | 0.0% | 488 | -9 | -2.94% | Q3 2026 | Oct 28, 2026 |
| Heritage Family Offices, LLP | History | New | 295 | 77 | 0.03% | — | 489 | +295 | New | Q3 2026 | Nov 02, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | New | 281 | 74 | 0.01% | — | 490 | +281 | New | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 274 | 72 | 0.0% | 0.0% | 491 | +7 | 2.62% | Q3 2026 | Nov 03, 2026 |
| Allworth Financial LP | History | No change | 258 | 69 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quarry LP | History | No change | 251 | 67 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 251 | 66 | 0.01% | 0.01% | 494 | +8 | 3.29% | Q3 2026 | Oct 01, 2026 |
| Elyxium Wealth, LLC | History | New | 236 | 62 | 0.01% | — | 495 | +236 | New | Q3 2026 | Oct 27, 2026 |
| REAP Financial Group, LLC | History | Added to | 228 | 60 | 0.01% | 0.01% | 496 | +32 | 16.33% | Q3 2026 | Nov 02, 2026 |
| TEMA ETFS LLC | History | No change | 227 | 59 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 217 | 57 | 0.0% | 0.0% | 498 | +13 | 6.37% | Q3 2026 | Oct 23, 2026 |
| OSSIAM | History | No change | 200 | 53 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laurel Wealth Advisors LLC | History | New | 181 | 47 | 0.0% | — | 501 | +181 | New | Q3 2026 | Oct 27, 2026 |
| Cromwell Holdings LLC | History | Added to | 180 | 47 | 0.02% | 0.02% | 500 | +9 | 5.26% | Q3 2026 | Oct 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 159 | 42 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 147 | 39 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 139 | 37 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 131 | 35 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CYBER HORNET ETFs LLC | History | No change | 133 | 35 | 0.02% | 0.02% | 506 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Y.D. More Investments Ltd | History | Added to | 130 | 34 | 0.0% | — | 510 | +98 | 306.25% | Q3 2026 | Nov 02, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 130 | 34 | 0.01% | 0.01% | 507 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Larson Financial Group LLC | History | No change | 127 | 34 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 158 | 34 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 123 | 33 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 124 | 33 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concord Wealth Partners | History | No change | 125 | 32 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 121 | 31 | 0.0% | 0.0% | 514 | +69 | 132.69% | Q3 2026 | Oct 20, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 118 | 31 | 0.01% | 0.01% | 515 | +5 | 4.42% | Q3 2026 | Oct 28, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 114 | 30 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Optiver Holding B.V. | History | No change | 115 | 30 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 110 | 29 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPL Wealth Management, LLC | History | No change | 102 | 27 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | New | 100 | 26 | 0.0% | — | 520 | +100 | New | Q3 2026 | Oct 26, 2026 |
| Latitude Advisors, LLC | History | New | 98 | 25 | 0.01% | — | 523 | +98 | New | Q3 2026 | Oct 27, 2026 |
| Smithfield Trust Co | History | No change | 95 | 25 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 94 | 25 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CVA Family Office, LLC | History | No change | 90 | 24 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 90 | 23 | 0.01% | 0.0% | 527 | +80 | 800.0% | Q3 2026 | Oct 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 91 | 23 | 0.0% | 0.0% | 525 | -8 | -8.08% | Q3 2026 | Oct 05, 2026 |
| Continuum Advisory, LLC | History | No change | 86 | 23 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 84 | 22 | 0.0% | 0.0% | 528 | -13 | -13.4% | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 74 | 19 | 0.0% | 0.0% | 531 | +7 | 10.45% | Q3 2026 | Oct 14, 2026 |
| Grove Bank & Trust | History | No change | 75 | 19 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Center for Financial Planning, Inc. | History | No change | 75 | 19 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arlington Trust Co LLC | History | Reduced | 70 | 18 | 0.0% | 0.0% | 533 | -57 | -44.88% | Q3 2026 | Oct 20, 2026 |
| CoreCap Advisors, LLC | History | Added to | 72 | 18 | 0.0% | 0.0% | 532 | +5 | 7.46% | Q3 2026 | Oct 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 68 | 17 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 65 | 17 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 62 | 16 | 0.0% | 0.0% | 537 | +35 | 129.63% | Q3 2026 | Oct 19, 2026 |
| Cetera Trust Company, N.A | History | No change | 60 | 16 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Copia Wealth Management | History | No change | 62 | 16 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Aventura Private Wealth, LLC | History | No change | 60 | 16 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 59 | 15 | 0.0% | — | 541 | +59 | New | Q3 2026 | Oct 29, 2026 |
| Manchester Capital Management LLC | History | Added to | 59 | 15 | 0.0% | 0.0% | 540 | +1 | 1.72% | Q3 2026 | Oct 22, 2026 |
| Accordant Advisory Group Inc | History | No change | 56 | 14 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 48 | 13 | 0.0% | 0.0% | 543 | +3 | 6.67% | Q3 2026 | Oct 27, 2026 |
| Dogwood Wealth Management LLC | History | No change | 50 | 13 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 50 | 13 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sunrise Financial Services, LLC | History | No change | 50 | 13 | 0.01% | 0.01% | 546 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 54 | 13 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 50 | 13 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| TRUST CO OF VERMONT | History | Added to | 49 | 12 | 0.0% | 0.0% | 549 | +15 | 44.12% | Q3 2026 | Oct 21, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 48 | 12 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Basepoint Wealth LLC | History | No change | 42 | 11 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | Added to | 41 | 10 | 0.0% | 0.0% | 554 | +37 | 925.0% | Q3 2026 | Oct 14, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 41 | 10 | 0.0% | 0.0% | 552 | -1 | -2.38% | Q3 2026 | Oct 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 38 | 10 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 38 | 9 | 0.0% | 0.0% | 558 | -1 | -2.56% | Q3 2026 | Oct 29, 2026 |
| ALERUS FINANCIAL NA | History | No change | 35 | 9 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 36 | 9 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 36 | 9 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 32 | 8 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 29 | 7 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 29 | 7 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 27 | 7 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 30 | 7 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 24 | 6 | 0.0% | 0.0% | 569 | +7 | 41.18% | Q3 2026 | Oct 27, 2026 |
| True Wealth Design, LLC | History | Reduced | 26 | 6 | 0.0% | 0.0% | 570 | -3 | -10.34% | Q3 2026 | Oct 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Westside Investment Management, Inc. | History | No change | 25 | 6 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 24 | 6 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 23 | 6 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 26 | 6 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 24 | 6 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 25 | 6 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| United Financial Planning Group LLC | History | No change | 25 | 6 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 24 | 6 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rakuten Securities, Inc. | History | New | 20 | 5 | 0.0% | — | 579 | +20 | New | Q3 2026 | Nov 02, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 21 | 5 | 0.0% | 0.01% | 577 | -17 | -44.74% | Q3 2026 | Oct 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 19 | 5 | 0.0% | 0.0% | 576 | +4 | 26.67% | Q3 2026 | Oct 26, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 19 | 5 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Allied Private Wealth LLC | History | No change | 21 | 5 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 17 | 4 | 0.0% | — | 589 | +17 | New | Q3 2026 | Nov 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 17 | 4 | 0.0% | 0.0% | 583 | +1 | 6.25% | Q3 2026 | Nov 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 15 | 4 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IMA Advisory Services, Inc. | History | No change | 18 | 4 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Trust, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 18 | 4 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ankerstar Wealth, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 14 | 4 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KFG LLC | History | New | 15 | 3 | 0.0% | — | 598 | +15 | New | Q3 2026 | Nov 02, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 14 | 3 | 0.0% | — | 597 | +14 | New | Q3 2026 | Oct 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 13 | 3 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 13 | 3 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Valued Wealth Advisors LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kilter Group LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burk Holdings LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 10 | 2 | 0.0% | — | 610 | +10 | New | Q3 2026 | Oct 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 10 | 2 | 0.0% | — | 611 | +10 | New | Q3 2026 | Oct 09, 2026 |
| James T. Borello RIA | History | Reduced | 9 | 2 | 0.0% | 0.0% | 609 | -1 | -10.0% | Q3 2026 | Oct 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 9 | 2 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 11 | 2 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Colonial Trust Co / SC | History | No change | 11 | 2 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alpine Bank Wealth Management | History | No change | 11 | 2 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Sachetta, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 7 | 1 | 0.0% | 0.04% | 628 | -1,201 | -99.42% | Q3 2026 | Oct 30, 2026 |
| Ascentis Independent Advisors | History | New | 7 | 1 | 0.0% | — | 631 | +7 | New | Q3 2026 | Nov 03, 2026 |
| Ascentis Wealth Management, LLC | History | New | 7 | 1 | 0.0% | — | 633 | +7 | New | Q3 2026 | Nov 03, 2026 |
| GK Wealth Management LLC | History | New | 6 | 1 | 0.0% | — | 634 | +6 | New | Q3 2026 | Oct 09, 2026 |
| BFSG, LLC | History | New | 5 | 1 | 0.0% | — | 630 | +5 | New | Q3 2026 | Oct 30, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 5 | 1 | 0.0% | — | 632 | +5 | New | Q3 2026 | Oct 15, 2026 |
| Avion Wealth | History | Added to | 6 | 1 | 0.0% | 0.0% | 616 | +2 | 50.0% | Q3 2026 | Nov 03, 2026 |
| CENTRAL TRUST Co | History | No change | 4 | 1 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 6 | 1 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5 | 1 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 5 | 1 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7 | 1 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 1 | 0.0% | 0.0% | 619 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Navigoe, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 1 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Park Square Financial Group, LLC | History | No change | 7 | 1 | 0.01% | 0.01% | 626 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ares Financial Consulting, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| BFC Planning, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,267 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,019 | -100.0% | Q3 2026 | Nov 04, 2026 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -806 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.19% | — | -774 | -100.0% | Q3 2026 | Nov 03, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q3 2026 | Oct 16, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Oct 30, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q3 2026 | Nov 02, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Asset Dedication, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Nov 02, 2026 |
| Ashurst Perkins Coie Trust Co | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 14, 2026 |
| Clark Wealth Partners | History | New | 2 | 0 | — | — | — | +2 | New | Q3 2026 | Oct 16, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q3 2026 | Oct 27, 2026 |
| Essential Investment Partners LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 27, 2026 |
| MOTCO | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WestEnd Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Activest Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| United Community Bank | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Seneschal Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Portfolio Services LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |