ASTRAZENECA PLC - AZN

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
Evelyn Partners Group Ltd History No change 2,237,205 41,522,929 88.6% 88.6% 1 0 0.0% Q2 2026 Aug 07, 2026
INVESTOR AB History No change 51,587,810 9,782,080 67.92% 67.92% 2 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 45,386,190 8,473,783 0.18% 0.18% 3 0 0.0% Q2 2026 Aug 13, 2026
Capital International Investors History No change 34,576,070 6,491,696 1.34% 1.34% 4 0 0.0% Q2 2026 Aug 12, 2026
NORGES BANK History No change 33,864,172 6,334,634 0.63% 0.63% 5 0 0.0% Q2 2026 Aug 12, 2026
Capital World Investors History No change 30,075,134 5,628,675 0.66% 0.66% 6 0 0.0% Q2 2026 Aug 12, 2026
FMR LLC History No change 28,895,264 5,418,247 0.24% 0.24% 7 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 28,537,243 5,363,367 0.92% 0.92% 8 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 25,750,245 4,818,951 1.0% 1.0% 9 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 19,204,823 3,667,161 0.2% 0.2% 10 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 18,712,920 3,493,777 2.36% 2.36% 11 0 0.0% Q2 2026 Aug 13, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 18,095,178 3,431,207 2.03% 2.03% 12 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 17,690,462 3,354,465 0.22% 0.22% 13 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History No change 170,573 3,189,396 17.37% 17.37% 14 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 16,616,629 3,150,846 0.32% 0.32% 15 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 16,422,784 3,114,088 0.75% 0.75% 16 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 16,511,727 3,112,856 0.67% 0.67% 17 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 13,291,085 2,481,498 0.55% 0.55% 18 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 12,640,672 2,396,924 0.7% 0.7% 19 0 0.0% Q2 2026 Aug 07, 2026
Jupiter Topco LLC History No change 11,866,013 2,222,190 0.91% 0.91% 20 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 11,720,479 2,193,836 1.68% 1.68% 21 0 0.0% Q2 2026 Aug 14, 2026
Fisher Asset Management, LLC History No change 11,146,292 2,113,559 0.63% 0.63% 22 0 0.0% Q2 2026 Aug 04, 2026
AVIVA PLC History No change 10,899,700 2,037,421 3.0% 3.0% 23 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 10,427,503 1,977,261 0.29% 0.29% 24 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 10,177,013 1,929,765 0.15% 0.15% 25 0 0.0% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 10,161,026 1,926,733 3.55% 3.55% 26 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 10,044,296 1,904,599 0.17% 0.17% 27 0 0.0% Q2 2026 Aug 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 9,357,390 1,751,546 18.97% 18.97% 28 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 7,979,150 1,493,232 5.5% 5.5% 29 0 0.0% Q2 2026 Jul 23, 2026
MORGAN STANLEY History No change 7,859,306 1,490,282 0.08% 0.08% 30 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 7,536,227 1,409,140 1.41% 1.41% 31 0 0.0% Q2 2026 Aug 12, 2026
Nuveen, LLC History No change 7,183,115 1,345,621 0.32% 0.32% 32 0 0.0% Q2 2026 Aug 11, 2026
Sanders Capital, LLC History No change 6,986,830 1,324,842 1.33% 1.33% 33 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 6,753,962 1,280,686 0.21% 0.21% 34 0 0.0% Q2 2026 Aug 06, 2026
BARCLAYS PLC History No change 6,672,403 1,265,221 0.24% 0.24% 35 0 0.0% Q2 2026 Aug 14, 2026
Allianz Asset Management GmbH History No change 6,690,300 1,252,043 1.02% 1.02% 36 0 0.0% Q2 2026 Sep 02, 2026
AMERIPRISE FINANCIAL INC History No change 6,095,430 1,153,543 0.23% 0.23% 37 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 5,934,315 1,106,335 0.58% 0.58% 38 0 0.0% Q2 2026 Aug 11, 2026
SEB Asset Management AB History No change 5,736,648 1,077,346 4.06% 4.06% 39 0 0.0% Q2 2026 Aug 04, 2026
UBS Group AG History No change 5,438,813 1,031,307 0.13% 0.13% 40 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 5,307,020 1,002,488 0.44% 0.44% 41 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 5,126,353 959,357 0.32% 0.32% 42 0 0.0% Q2 2026 Aug 03, 2026
Clearbridge Investments, LLC History No change 5,021,518 952,180 0.79% 0.79% 43 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 5,034,088 942,096 15.94% 15.94% 44 0 0.0% Q2 2026 Jul 24, 2026
ALLIANCEBERNSTEIN L.P. History No change 4,345,439 857,007 0.28% 0.28% 45 0 0.0% Q2 2026 Aug 14, 2026
FIL Ltd History No change 4,492,612 840,251 0.6% 0.6% 46 0 0.0% Q2 2026 Aug 13, 2026
M&G Plc History No change 4,482,712 838,183 4.17% 4.17% 47 0 0.0% Q2 2026 Aug 06, 2026
Capital Research Global Investors History No change 4,197,587 787,343 0.11% 0.11% 48 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History No change 3,783,927 731,963 1.24% 1.24% 49 0 0.0% Q2 2026 Aug 05, 2026
CREDIT AGRICOLE S A History No change 3,694,158 700,486 1.42% 1.42% 50 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 751,713 698,955 0.25% 0.25% 51 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 3,673,390 686,859 0.54% 0.54% 52 0 0.0% Q2 2026 Sep 09, 2026
CIBC Bancorp USA Inc. History No change 3,772,997 680,753 0.83% 0.83% 53 0 0.0% Q2 2026 Aug 13, 2026
Boston Partners History No change 3,177,627 597,388 0.53% 0.53% 54 0 0.0% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,904,886 550,958 0.1% 0.1% 55 0 0.0% Q2 2026 Aug 11, 2026
Pictet Asset Management Holding SA History No change 2,937,510 550,242 0.53% 0.53% 56 0 0.0% Q2 2026 Jul 30, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 2,891,426 540,611 5.17% 5.17% 57 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 2,746,590 519,870 0.35% 0.35% 58 0 0.0% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 2,523,337 473,682 2.12% 2.12% 59 0 0.0% Q2 2026 Aug 13, 2026
Holocene Advisors, LP History No change 2,429,349 460,653 1.04% 1.04% 60 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,409,624 456,912 0.12% 0.12% 61 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 2,359,807 441,239 0.15% 0.15% 62 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,332,566 438,105 0.66% 0.66% 63 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 2,306,344 437,328 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,281,431 431,737 0.1% 0.1% 65 0 0.0% Q2 2026 Sep 23, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 2,262,369 426,583 0.51% 0.51% 66 0 0.0% Q2 2026 Aug 13, 2026
Swedbank AB History No change 2,241,677 425,066 0.37% 0.37% 67 0 0.0% Q2 2026 Jul 15, 2026
BlackRock, Inc. History No change 2,169,622 411,403 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 07, 2026
Russell Investments Group, Ltd. History No change 2,033,587 382,275 0.34% 0.34% 69 0 0.0% Q2 2026 Aug 06, 2026
NATIXIS ADVISORS, LLC History No change 1,978,508 375,164 0.42% 0.42% 70 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 1,994,378 373,070 0.96% 0.96% 71 0 0.0% Q2 2026 Aug 13, 2026
LGT Group Foundation History No change 1,980,315 370,281 4.19% 4.19% 72 0 0.0% Q2 2026 Aug 10, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,949,007 367,378 0.95% 0.95% 73 0 0.0% Q2 2026 Aug 10, 2026
Capital International, Inc./CA/ History No change 1,949,177 364,950 2.56% 2.56% 74 0 0.0% Q2 2026 Aug 12, 2026
AEGON ASSET MANAGEMENT UK PLC History No change 1,905,111 356,526 3.8% 3.8% 75 0 0.0% Q2 2026 Jul 13, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1,878,727 351,589 0.67% 0.67% 76 0 0.0% Q2 2026 Aug 11, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,835,232 347,996 0.03% 0.03% 77 0 0.0% Q2 2026 Aug 14, 2026
Border to Coast Pensions Partnership Ltd History Added to 2,064,415 336,276 4.63% 5.33% 78 +131,454 6.8% Q3 2026 Oct 09, 2026
CITADEL ADVISORS LLC History No change 1,696,293 321,651 0.04% 0.04% 79 0 0.0% Q2 2026 Sep 02, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,670,876 314,810 0.13% 0.13% 80 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,610,827 305,445 0.05% 0.05% 81 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 1,621,109 303,729 0.26% 0.26% 82 0 0.0% Q2 2026 Aug 04, 2026
ABN AMRO Bank N.V. History No change 1,592,396 297,389 3.84% 3.84% 83 0 0.0% Q2 2026 Aug 06, 2026
Liontrust Investment Partners LLP History No change 1,586,940 296,983 4.36% 4.36% 84 0 0.0% Q2 2026 Aug 18, 2026
CANADA LIFE ASSURANCE Co History No change 1,526,363 285,243 0.45% 0.45% 85 0 0.0% Q2 2026 Aug 13, 2026
Ninety One UK Ltd History No change 1,518,013 284,084 0.64% 0.64% 86 0 0.0% Q2 2026 Jul 16, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 1,514,795 283,249 0.85% 0.85% 87 0 0.0% Q2 2026 Aug 11, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 1,463,843 273,934 0.39% 0.39% 88 0 0.0% Q2 2026 Aug 14, 2026
Intesa Sanpaolo S.p.A. History No change 1,469,097 273,791 9.37% 9.37% 89 0 0.0% Q2 2026 Jul 31, 2026
Assenagon Asset Management S.A. History No change 1,352,177 256,049 0.32% 0.32% 90 0 0.0% Q2 2026 Jul 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 1,347,313 252,672 0.14% 0.14% 91 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,320,358 250,366 0.11% 0.11% 92 0 0.0% Q2 2026 Aug 12, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 1,310,660 248,756 0.45% 0.45% 93 0 0.0% Q2 2026 Aug 13, 2026
Polar Capital Holdings Plc History No change 1,247,549 236,560 0.56% 0.56% 94 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 1,233,595 233,039 0.2% 0.2% 95 0 0.0% Q2 2026 Aug 12, 2026
Korea Investment CORP History No change 1,242,006 232,431 0.44% 0.44% 96 0 0.0% Q2 2026 Aug 11, 2026
1832 Asset Management L.P. History No change 1,215,636 230,508 0.12% 0.12% 97 0 0.0% Q2 2026 Aug 13, 2026
MUFG Securities EMEA plc History No change 1,186,481 221,747 2.33% 2.33% 98 0 0.0% Q2 2026 Aug 12, 2026
SIH Partners, LLLP History No change 1,152,609 218,557 1.38% 1.38% 99 0 0.0% Q2 2026 Aug 14, 2026
D. E. Shaw & Co., Inc. History No change 1,094,593 207,556 0.1% 0.1% 100 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,070,570 201,001 0.59% 0.59% 101 0 0.0% Q2 2026 Aug 17, 2026
Artemis Investment Management LLP History Reduced 1,165,929 189,919 1.66% 2.13% 102 -113,340 -8.86% Q3 2026 Oct 08, 2026
Capital International Sarl History No change 996,566 186,824 2.65% 2.65% 103 0 0.0% Q2 2026 Aug 12, 2026
ORBIMED ADVISORS LLC History No change 915,700 171,079 3.17% 3.17% 104 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History No change 862,996 161,503 1.66% 1.66% 105 0 0.0% Q2 2026 Jul 20, 2026
MARSHALL WACE, LLP History No change 841,164 159,501 0.13% 0.13% 106 0 0.0% Q2 2026 Aug 13, 2026
SATURNA CAPITAL CORP History No change 911,933 155,070 1.89% 1.89% 107 0 0.0% Q2 2026 Aug 14, 2026
Groupe la Francaise History No change 810,732 151,604 1.83% 1.83% 108 0 0.0% Q2 2026 Aug 25, 2026
TRUIST FINANCIAL CORP History No change 797,497 151,221 0.18% 0.18% 109 0 0.0% Q2 2026 Jul 28, 2026
Allspring Global Investments Holdings, LLC History No change 818,235 150,597 0.23% 0.23% 110 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 574,002 146,668 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Investments Australia, Ltd. History No change 769,786 143,722 0.36% 0.36% 112 0 0.0% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History No change 743,947 141,067 0.16% 0.16% 113 0 0.0% Q2 2026 Aug 14, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 708,224 134,293 2.24% 2.24% 114 0 0.0% Q2 2026 Aug 14, 2026
Man Group plc History No change 683,112 127,960 0.2% 0.2% 115 0 0.0% Q2 2026 Aug 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 676,000 127,602 0.82% 0.82% 116 0 0.0% Q2 2026 Aug 10, 2026
STIFEL FINANCIAL CORP History No change 670,847 127,206 0.11% 0.11% 117 0 0.0% Q2 2026 Aug 12, 2026
JENNISON ASSOCIATES LLC History No change 666,497 126,381 0.08% 0.08% 118 0 0.0% Q2 2026 Aug 03, 2026
GROUPAMA ASSET MANAGMENT History No change 873,930 124,564 1.57% 1.57% 119 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 649,511 123,160 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 646,000 122,494 0.03% 0.03% 121 0 0.0% Q2 2026 Aug 07, 2026
PARNASSUS INVESTMENTS, LLC History No change 629,158 119,300 0.32% 0.32% 122 0 0.0% Q2 2026 Jul 29, 2026
Zurich Insurance Group Ltd/FI History No change 621,907 116,350 0.81% 0.81% 123 0 0.0% Q2 2026 Aug 14, 2026
Clark Capital Management Group, Inc. History No change 608,068 115,301 0.63% 0.63% 124 0 0.0% Q2 2026 Aug 11, 2026
Generali Asset Management SPA SGR History No change 804,933 113,495 2.05% 2.05% 125 0 0.0% Q2 2026 Jul 30, 2026
DNCA FINANCE History No change 581,859 108,890 5.28% 5.28% 126 0 0.0% Q2 2026 Aug 13, 2026
FARALLON CAPITAL MANAGEMENT, L.L.C. History No change 574,000 108,841 0.5% 0.5% 127 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 572,746 108,609 0.1% 0.1% 128 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 558,835 104,491 0.06% 0.06% 129 0 0.0% Q2 2026 Aug 14, 2026
Temasek Holdings (Private) Ltd History No change 554,410 103,548 0.28% 0.28% 130 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 541,187 102,602 0.05% 0.05% 131 0 0.0% Q2 2026 Aug 04, 2026
CAPITAL INTERNATIONAL LTD /CA/ History No change 506,085 94,845 3.1% 3.1% 132 0 0.0% Q2 2026 Aug 12, 2026
Mediolanum International Funds Ltd History No change 487,420 92,316 0.79% 0.79% 133 0 0.0% Q2 2026 Jul 23, 2026
PGGM Investments History No change 645,456 91,009 2.24% 2.24% 134 0 0.0% Q2 2026 Aug 12, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 475,058 88,903 0.18% 0.18% 135 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 467,619 88,576 0.14% 0.14% 136 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 455,278 86,277 0.08% 0.08% 137 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 447,620 85,862 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 450,644 85,451 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 13, 2026
Vestal Point Capital, LP History No change 450,000 85,329 1.99% 1.99% 140 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 450,083 84,032 0.04% 0.04% 141 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History No change 1,328,471 80,544 0.08% 0.08% 142 0 0.0% Q2 2026 Aug 13, 2026
HARDING LOEVNER LP History No change 442,676 79,888 0.75% 0.75% 143 0 0.0% Q2 2026 Aug 14, 2026
NICHOLAS COMPANY, INC. History No change 410,378 77,815 1.42% 1.42% 144 0 0.0% Q2 2026 Aug 05, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 411,773 76,769 1.01% 1.01% 145 0 0.0% Q2 2026 Aug 10, 2026
ZWJ INVESTMENT COUNSEL INC History No change 395,978 75,079 2.43% 2.43% 146 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 400,938 75,046 0.03% 0.03% 147 0 0.0% Q2 2026 Aug 14, 2026
Andra AP-fonden History No change 526,714 74,266 0.85% 0.85% 148 0 0.0% Q2 2026 Sep 22, 2026
Compagnie Lombard Odier SCmA History No change 395,004 73,920 0.8% 0.8% 149 0 0.0% Q2 2026 Jul 29, 2026
Mariner, LLC History No change 384,328 72,882 0.08% 0.08% 150 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 382,373 72,505 0.07% 0.07% 151 0 0.0% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History No change 380,770 72,201 1.02% 1.02% 152 0 0.0% Q2 2026 Aug 13, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 369,477 70,060 3.37% 3.37% 153 0 0.0% Q2 2026 Aug 10, 2026
Artisan Partners Limited Partnership History No change 368,074 69,794 0.11% 0.11% 154 0 0.0% Q2 2026 Aug 13, 2026
BLI - Banque de Luxembourg Investments History No change 370,958 68,274 2.41% 2.41% 155 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 343,663 65,165 1.19% 1.19% 156 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 346,381 64,766 0.21% 0.21% 157 0 0.0% Q2 2026 Aug 03, 2026
TWO SIGMA INVESTMENTS, LP History No change 337,087 63,918 0.05% 0.05% 158 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 327,978 62,191 0.09% 0.09% 159 0 0.0% Q2 2026 Jul 31, 2026
Cerity Partners LLC History No change 318,625 60,307 0.07% 0.07% 160 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History No change 313,557 58,680 1.47% 1.47% 161 0 0.0% Q2 2026 Jul 20, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 292,315 55,428 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 288,247 54,553 0.03% 0.03% 163 0 0.0% Q2 2026 Aug 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 282,337 52,950 0.09% 0.09% 164 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 266,543 50,542 0.1% 0.1% 165 0 0.0% Q2 2026 Aug 05, 2026
Quantinno Capital Management LP History No change 264,383 49,999 0.06% 0.06% 166 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 261,536 49,592 0.99% 0.99% 167 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 261,104 49,138 0.04% 0.04% 168 0 0.0% Q2 2026 Aug 12, 2026
STATE STREET CORP History No change 259,116 49,133 0.0% 0.0% 169 0 0.0% Q2 2026 Sep 22, 2026
USS Investment Management Ltd History No change 255,043 47,691 0.17% 0.17% 170 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 248,108 46,554 0.08% 0.08% 171 0 0.0% Q2 2026 Aug 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 234,663 44,480 2.14% 2.14% 172 0 0.0% Q2 2026 Jul 17, 2026
Creative Planning History No change 230,951 43,792 0.03% 0.03% 173 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 230,038 43,619 0.05% 0.05% 174 0 0.0% Q2 2026 Aug 03, 2026
Skandinaviska Enskilda Banken AB (publ) History No change 226,042 42,862 1.61% 1.61% 175 0 0.0% Q2 2026 Aug 10, 2026
OSLO PENSJONSFORSIKRING AS History No change 226,997 42,661 4.91% 4.91% 176 0 0.0% Q2 2026 Jul 31, 2026
Crestwood Advisors Group, LLC History No change 224,312 42,534 0.63% 0.63% 177 0 0.0% Q2 2026 Aug 03, 2026
State of Tennessee, Department of Treasury History No change 226,011 42,296 0.13% 0.13% 178 0 0.0% Q2 2026 Aug 14, 2026
DRW Securities, LLC History No change 222,272 42,147 1.02% 1.02% 179 0 0.0% Q2 2026 Aug 14, 2026
Capital Wealth Planning, LLC History No change 215,993 40,956 0.2% 0.2% 180 0 0.0% Q2 2026 Aug 14, 2026
Pictet North America Advisors SA History No change 218,800 40,946 3.61% 3.61% 181 0 0.0% Q2 2026 Jul 24, 2026
MONTRUSCO BOLTON INVESTMENTS INC. History No change 218,063 40,808 0.63% 0.63% 182 0 0.0% Q2 2026 Jul 21, 2026
SCOTIA CAPITAL INC. History No change 214,655 40,703 0.15% 0.15% 183 0 0.0% Q2 2026 Aug 11, 2026
NatWest Group plc History No change 210,470 39,909 7.12% 7.12% 184 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 209,951 39,619 0.12% 0.12% 185 0 0.0% Q2 2026 Aug 13, 2026
TRILLIUM ASSET MANAGEMENT, LLC History No change 208,971 39,563 1.22% 1.22% 186 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 201,189 38,149 1.2% 1.2% 187 0 0.0% Q2 2026 Aug 04, 2026
Main Street Research LLC History No change 197,417 37,434 1.77% 1.77% 188 0 0.0% Q2 2026 Jul 29, 2026
Capital Group Private Client Services, Inc. History No change 199,187 37,326 0.53% 0.53% 189 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 192,721 36,543 0.06% 0.06% 190 0 0.0% Q2 2026 Jul 30, 2026
GLENVIEW CAPITAL MANAGEMENT, LLC History No change 184,279 34,942 0.64% 0.64% 191 0 0.0% Q2 2026 Aug 14, 2026
BANQUE PICTET & CIE SA History No change 186,686 34,936 0.22% 0.22% 192 0 0.0% Q2 2026 Jul 24, 2026
Jefferies Financial Group Inc. History No change 186,676 34,887 0.23% 0.23% 193 0 0.0% Q2 2026 Aug 17, 2026
FAYEZ SAROFIM & CO History No change 179,593 34,054 0.08% 0.08% 194 0 0.0% Q2 2026 Aug 14, 2026
CHANNING GLOBAL ADVISORS, LLC History No change 181,599 34,002 17.6% 17.6% 195 0 0.0% Q2 2026 Jul 28, 2026
GUARDIAN CAPITAL LP History No change 177,185 33,597 0.82% 0.82% 196 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 177,196 33,578 0.1% 0.1% 197 0 0.0% Q2 2026 Aug 13, 2026
BECKER CAPITAL MANAGEMENT INC History No change 176,512 33,470 0.9% 0.9% 198 0 0.0% Q2 2026 Jul 31, 2026
MML INVESTORS SERVICES, LLC History No change 171,254 32,473 0.07% 0.07% 199 0 0.0% Q2 2026 Aug 07, 2026
Maryland State Retirement & Pension System History No change 171,841 32,115 0.55% 0.55% 200 0 0.0% Q2 2026 Jul 30, 2026
J. Safra Sarasin Holding AG History No change 169,998 31,862 0.46% 0.46% 201 0 0.0% Q2 2026 Jul 31, 2026
SYCOMORE ASSET MANAGEMENT History No change 163,871 30,650 3.29% 3.29% 202 0 0.0% Q2 2026 Jul 16, 2026
Quadrature Capital Ltd History No change 157,534 29,871 0.26% 0.26% 203 0 0.0% Q2 2026 Aug 06, 2026
Epoch Investment Partners, Inc. History No change 157,316 29,830 0.17% 0.17% 204 0 0.0% Q2 2026 Aug 13, 2026
PROFESSIONAL ADVISORY SERVICES INC History Added to 181,963 29,679 3.55% 3.62% 205 +20,339 12.58% Q3 2026 Oct 08, 2026
Rhenman & Partners Asset Management AB History No change 151,500 28,480 2.69% 2.69% 206 0 0.0% Q2 2026 Aug 13, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 148,906 28,235 0.59% 0.59% 207 0 0.0% Q2 2026 Jul 31, 2026
MetLife Investment Management, LLC History No change 149,538 27,989 0.13% 0.13% 208 0 0.0% Q2 2026 Aug 13, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 142,906 27,096 0.32% 0.32% 209 0 0.0% Q2 2026 Aug 06, 2026
TCW GROUP INC History No change 142,573 26,681 0.18% 0.18% 210 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 138,620 26,285 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 12, 2026
FRED ALGER MANAGEMENT, LLC History No change 138,797 26,258 0.09% 0.09% 212 0 0.0% Q2 2026 Aug 14, 2026
LGT Fund Management Co Ltd. History No change 139,758 26,132 1.09% 1.09% 213 0 0.0% Q2 2026 Aug 10, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 138,649 25,922 0.25% 0.25% 214 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 135,201 25,636 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 07, 2026
Baird Financial Group, Inc. History No change 134,149 25,437 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 134,020 25,412 0.17% 0.17% 217 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 137,551 25,387 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 27, 2026
CAMBIAR INVESTORS LLC History No change 129,899 24,631 1.07% 1.07% 219 0 0.0% Q2 2026 Jul 31, 2026
M&T BANK CORP History No change 129,156 24,432 0.07% 0.07% 220 0 0.0% Q2 2026 Aug 04, 2026
Martin Investment Management, LLC History No change 126,555 23,997 8.01% 8.01% 221 0 0.0% Q2 2026 Jul 17, 2026
Voleon Capital Management LP History No change 125,385 23,775 0.43% 0.43% 222 0 0.0% Q2 2026 Aug 14, 2026
Fiera Capital Corp History No change 124,873 23,678 0.09% 0.09% 223 0 0.0% Q2 2026 Aug 07, 2026
BARINGS LLC History No change 126,110 23,580 0.42% 0.42% 224 0 0.0% Q2 2026 Aug 07, 2026
Ninety One North America, Inc. History No change 123,512 23,114 1.08% 1.08% 225 0 0.0% Q2 2026 Jul 16, 2026
Cumberland Partners Ltd History No change 121,834 23,102 1.5% 1.5% 226 0 0.0% Q2 2026 Aug 06, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 120,764 22,899 0.11% 0.11% 227 0 0.0% Q2 2026 Aug 13, 2026
MACQUARIE GROUP LTD History No change 120,191 22,790 0.1% 0.1% 228 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 120,123 22,777 0.03% 0.03% 229 0 0.0% Q2 2026 Jul 29, 2026
GAM Holding AG History No change 121,143 22,711 1.74% 1.74% 230 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 119,910 22,599 0.03% 0.03% 231 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 119,233 22,550 0.13% 0.13% 232 0 0.0% Q2 2026 Aug 14, 2026
Foresight Global Investors, Inc. History No change 118,844 22,535 13.66% 13.66% 233 0 0.0% Q2 2026 Aug 10, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 117,825 22,050 0.2% 0.2% 234 0 0.0% Q2 2026 Aug 10, 2026
Gradient Investments LLC History Added to 136,395 22,024 0.31% 0.28% 235 +28,262 26.14% Q3 2026 Oct 08, 2026
JB Capital LLC History No change 115,025 21,811 0.76% 0.76% 236 0 0.0% Q2 2026 Jul 29, 2026
111 Capital History No change 112,973 21,125 3.63% 3.63% 237 0 0.0% Q2 2026 Aug 04, 2026
DAVIDSON INVESTMENT ADVISORS History No change 108,676 20,607 0.84% 0.84% 238 0 0.0% Q2 2026 Jul 21, 2026
Walleye Capital LLC History No change 106,406 20,176 0.07% 0.07% 239 0 0.0% Q2 2026 Aug 03, 2026
Curi Capital, LLC History No change 119,992 20,163 0.31% 0.31% 240 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 105,828 20,067 0.03% 0.03% 241 0 0.0% Q2 2026 Jul 29, 2026
Capital Group Investment Management Pte. Ltd. History No change 106,664 19,998 3.01% 3.01% 242 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 105,760 19,988 0.16% 0.16% 243 0 0.0% Q2 2026 Sep 23, 2026
Osmosis Investment Management UK Ltd History No change 105,982 19,828 0.92% 0.92% 244 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 99,983 18,966 0.08% 0.08% 245 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 99,154 18,802 0.36% 0.36% 246 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 100,747 18,675 0.04% 0.04% 247 0 0.0% Q2 2026 Aug 06, 2026
Artia Global Partners LP History No change 98,376 18,654 3.44% 3.44% 248 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 97,297 18,412 0.22% 0.22% 249 0 0.0% Q2 2026 Jul 22, 2026
Corient Private Wealth LP History No change 97,104 18,400 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 27, 2026
BLAIR WILLIAM & CO/IL History No change 96,681 18,332 0.05% 0.05% 251 0 0.0% Q2 2026 Aug 11, 2026
NOMURA HOLDINGS INC History No change 95,936 18,191 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 14, 2026
Caption Management, LLC History No change 94,800 17,975 0.08% 0.08% 253 0 0.0% Q2 2026 Aug 14, 2026
Exane Asset Management History No change 109,781 17,692 6.39% 6.39% 254 0 0.0% Q2 2026 Jul 17, 2026
SALT Holding Corp. History No change 93,250 17,682 9.37% 9.37% 255 0 0.0% Q2 2026 Aug 14, 2026
COMMUNITY TRUST & INVESTMENT CO History No change 91,081 17,270 0.89% 0.89% 256 0 0.0% Q2 2026 Jul 08, 2026
Optiver Holding B.V. History No change 90,150 17,094 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 89,022 16,880 0.13% 0.13% 258 0 0.0% Q2 2026 Aug 14, 2026
Strategic Wealth Partners, Ltd. History No change 88,890 16,855 1.04% 1.04% 259 0 0.0% Q2 2026 Aug 12, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 86,627 16,426 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 03, 2026
Vestmark Advisory Solutions, Inc. History No change 85,578 16,227 0.15% 0.15% 261 0 0.0% Q2 2026 Aug 14, 2026
EDENTREE ASSET MANAGEMENT Ltd History No change 86,484 16,184 4.93% 4.93% 262 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 97,722 16,101 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 15, 2026
CULLEN/FROST BANKERS, INC. History No change 84,701 16,060 0.16% 0.16% 264 0 0.0% Q2 2026 Jul 27, 2026
SCS Capital Management LLC History No change 84,223 15,807 0.15% 0.15% 265 0 0.0% Q2 2026 Aug 06, 2026
Chesley Taft & Associates LLC History No change 81,276 15,411 0.6% 0.6% 266 0 0.0% Q2 2026 Jul 08, 2026
Focus Partners Wealth History No change 81,265 15,395 0.02% 0.02% 267 0 0.0% Q2 2026 Aug 12, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 81,023 15,366 0.58% 0.58% 268 0 0.0% Q2 2026 Aug 06, 2026
CI INVESTMENTS INC. History No change 81,017 15,362 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 13, 2026
FourThought Financial Partners, LLC History No change 80,917 15,343 1.18% 1.18% 270 0 0.0% Q2 2026 Aug 12, 2026
OSSIAM History No change 80,256 15,019 0.2% 0.2% 271 0 0.0% Q2 2026 Aug 13, 2026
ALLIANZ SE History No change 79,986 14,968 0.16% 0.16% 272 0 0.0% Q2 2026 Aug 10, 2026
HUB Investment Partners, LLC History No change 78,626 14,909 0.27% 0.27% 273 0 0.0% Q2 2026 Jul 31, 2026
CAPTRUST FINANCIAL ADVISORS History No change 77,194 14,631 0.02% 0.02% 274 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 73,904 14,013 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 19, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 72,990 13,840 0.16% 0.16% 276 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 72,854 13,814 0.06% 0.06% 277 0 0.0% Q2 2026 Aug 10, 2026
Vanguard Personalized Indexing Management, LLC History No change 72,561 13,759 0.11% 0.11% 278 0 0.0% Q2 2026 Aug 11, 2026
OAK FAMILY ADVISORS, LLC History No change 71,727 13,600 3.48% 3.48% 279 0 0.0% Q2 2026 Jul 20, 2026
BAILARD, INC. History No change 70,691 13,404 0.27% 0.27% 280 0 0.0% Q2 2026 Jul 30, 2026
Atria Investments, Inc History No change 69,989 13,271 0.13% 0.13% 281 0 0.0% Q2 2026 Jul 28, 2026
Callan Family Office, LLC History No change 69,688 13,193 0.26% 0.26% 282 0 0.0% Q2 2026 Aug 11, 2026
Sava Infond d.o.o. History No change 70,580 13,157 0.93% 0.93% 283 0 0.0% Q2 2026 Jul 16, 2026
Cambridge Investment Research Advisors, Inc. History No change 68,967 12,998 0.03% 0.03% 284 0 0.0% Q2 2026 Jul 27, 2026
Fideuram Asset Management (Ireland) dac History No change 93,902 12,984 0.25% 0.25% 285 0 0.0% Q2 2026 Jul 23, 2026
WESBANCO BANK INC History No change 68,209 12,933 0.32% 0.32% 286 0 0.0% Q2 2026 Jul 28, 2026
Aquatic Capital Management LLC History No change 68,181 12,928 0.44% 0.44% 287 0 0.0% Q2 2026 Aug 14, 2026
Heirloom Wealth Management History No change 68,151 12,922 1.87% 1.87% 288 0 0.0% Q2 2026 Aug 03, 2026
Atlantic Union Bankshares Corp History No change 67,255 12,752 0.21% 0.21% 289 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 66,628 12,634 0.19% 0.19% 290 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 66,504 12,610 0.13% 0.13% 291 0 0.0% Q2 2026 Aug 03, 2026
Bleakley Financial Group, LLC History No change 66,437 12,596 0.16% 0.16% 292 0 0.0% Q2 2026 Aug 05, 2026
MARATHON CAPITAL MANAGEMENT History No change 64,777 12,282 2.49% 2.49% 293 0 0.0% Q2 2026 Jul 22, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 64,305 12,140 0.02% 0.02% 294 0 0.0% Q2 2026 Aug 13, 2026
Parkwood LLC History No change 64,809 12,119 0.87% 0.87% 295 0 0.0% Q2 2026 Aug 14, 2026
LORD, ABBETT & CO. LLC History No change 64,127 11,994 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 14, 2026
Banque Transatlantique SA History No change 63,714 11,898 0.26% 0.26% 297 0 0.0% Q2 2026 Jul 30, 2026
DJE Kapital AG History No change 62,650 11,879 0.22% 0.22% 298 0 0.0% Q2 2026 Aug 04, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 62,530 11,856 1.55% 1.55% 299 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 62,992 11,772 0.04% 0.04% 300 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History No change 61,200 11,604 0.5% 0.5% 301 0 0.0% Q2 2026 Jul 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 60,478 11,441 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 60,174 11,389 0.78% 0.78% 303 0 0.0% Q2 2026 Jul 24, 2026
Banque Cantonale Vaudoise History No change 60,462 11,315 1.57% 1.57% 304 0 0.0% Q2 2026 Jul 31, 2026
Generate Investment Management Ltd History No change 58,838 11,156 0.46% 0.46% 305 0 0.0% Q2 2026 Jul 27, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 58,678 11,126 1.56% 1.56% 306 0 0.0% Q2 2026 Aug 06, 2026
CIBC Asset Management Inc History No change 58,291 11,053 0.02% 0.02% 307 0 0.0% Q2 2026 Aug 03, 2026
Altrius Capital Management Inc History No change 57,997 10,997 2.09% 2.09% 308 0 0.0% Q2 2026 Aug 13, 2026
Value Partners Investments Inc. History No change 58,251 10,884 0.76% 0.76% 309 0 0.0% Q2 2026 Jul 15, 2026
Azimuth Capital Investment Management LLC History No change 57,300 10,865 0.37% 0.37% 310 0 0.0% Q2 2026 Aug 12, 2026
PARK NATIONAL CORP /OH/ History Reduced 67,214 10,853 0.29% 0.38% 311 -4,606 -6.41% Q3 2026 Oct 05, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 56,459 10,706 0.07% 0.07% 312 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 56,268 10,669 0.15% 0.15% 313 0 0.0% Q2 2026 Jul 15, 2026
DODGE & COX History No change 55,949 10,609 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 53,960 10,398 0.12% 0.12% 315 0 0.0% Q2 2026 Jul 29, 2026
Hilton Capital Management, LLC History No change 53,609 10,165 0.69% 0.69% 316 0 0.0% Q2 2026 Aug 04, 2026
Ensign Peak Advisors, Inc History No change 54,111 10,126 0.02% 0.02% 317 0 0.0% Q2 2026 Aug 14, 2026
PARK AVENUE SECURITIES LLC History No change 53,856 10,077 0.06% 0.06% 318 0 0.0% Q2 2026 Jul 20, 2026
Vident Advisory, LLC History No change 51,702 9,803 0.07% 0.07% 319 0 0.0% Q2 2026 Aug 12, 2026
Ethic Inc. History No change 51,420 9,750 0.12% 0.12% 320 0 0.0% Q2 2026 Jul 29, 2026
TUDOR INVESTMENT CORP ET AL History No change 51,144 9,697 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 51,065 9,683 0.07% 0.07% 322 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 50,534 9,581 0.26% 0.26% 323 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 49,857 9,453 0.18% 0.18% 324 0 0.0% Q2 2026 Aug 14, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 49,828 9,448 0.27% 0.27% 325 0 0.0% Q2 2026 Aug 05, 2026
CIBC WORLD MARKET INC. History No change 48,924 9,147 0.01% 0.01% 326 0 0.0% Q2 2026 Aug 13, 2026
BAMCO INC /NY/ History No change 47,835 9,070 0.01% 0.01% 327 0 0.0% Q2 2026 Aug 14, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 48,088 8,997 2.21% 2.21% 328 0 0.0% Q2 2026 Aug 13, 2026
Mengis Capital Management, Inc. History No change 46,736 8,862 1.35% 1.35% 329 0 0.0% Q2 2026 Jul 28, 2026
Metis Global Partners, LLC History No change 46,633 8,724 0.2% 0.2% 330 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 45,717 8,668 0.03% 0.03% 331 0 0.0% Q2 2026 Jul 28, 2026
RWA WEALTH PARTNERS, LLC History No change 45,390 8,606 0.08% 0.08% 332 0 0.0% Q2 2026 Aug 07, 2026
GQG Partners LLC History No change 45,569 8,541 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 12, 2026
Oliver Luxxe Assets LLC History No change 45,272 8,517 1.25% 1.25% 334 0 0.0% Q2 2026 Jul 09, 2026
Catalyst Funds Management Pty Ltd History No change 44,699 8,475 0.48% 0.48% 335 0 0.0% Q2 2026 Aug 10, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 44,144 8,370 0.03% 0.03% 336 0 0.0% Q2 2026 Jul 28, 2026
Wahed Invest LLC History No change 44,270 8,284 0.86% 0.86% 337 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 43,416 8,232 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 12, 2026
WealthPlan Investment Management, LLC History No change 42,598 8,077 0.4% 0.4% 339 0 0.0% Q2 2026 Jul 28, 2026
Snowden Capital Advisors LLC History No change 42,309 8,022 0.19% 0.19% 340 0 0.0% Q2 2026 Aug 13, 2026
HOWE & RUSLING INC History No change 42,193 8,000 0.46% 0.46% 341 0 0.0% Q2 2026 Aug 10, 2026
NIXON PEABODY TRUST CO History No change 42,186 7,999 0.57% 0.57% 342 0 0.0% Q2 2026 Jul 27, 2026
Covenant Asset Management, LLC History No change 41,874 7,940 1.34% 1.34% 343 0 0.0% Q2 2026 Jul 20, 2026
Lido Advisors, LLC History No change 41,103 7,794 0.02% 0.02% 344 0 0.0% Q2 2026 Aug 07, 2026
FEDERATED HERMES, INC. History No change 40,408 7,662 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 12, 2026
Goelzer Investment Management, Inc. History No change 40,260 7,634 0.33% 0.33% 346 0 0.0% Q2 2026 Jul 14, 2026
NewEdge Advisors, LLC History No change 39,462 7,482 0.02% 0.02% 347 0 0.0% Q2 2026 Aug 12, 2026
Oxbow Advisors, LLC History No change 39,379 7,467 0.61% 0.61% 348 0 0.0% Q2 2026 Aug 07, 2026
SouthState Bank Corp History No change 39,753 7,436 0.31% 0.31% 349 0 0.0% Q2 2026 Aug 06, 2026
Troy Asset Management Ltd History No change 52,367 7,383 0.21% 0.21% 350 0 0.0% Q2 2026 Jul 31, 2026
Turtle Creek Wealth Advisors, LLC History No change 38,731 7,344 0.39% 0.39% 351 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 38,745 7,343 0.14% 0.14% 352 0 0.0% Q2 2026 Aug 12, 2026
TRIGLAV INVESTMENTS, D.O.O. History No change 38,280 7,258 0.38% 0.38% 353 0 0.0% Q2 2026 Aug 11, 2026
Naviter Wealth, LLC History No change 38,241 7,251 0.66% 0.66% 354 0 0.0% Q2 2026 Aug 07, 2026
BESSEMER GROUP INC History No change 38,133 7,232 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 12, 2026
EAGLE GLOBAL ADVISORS LLC History No change 37,609 7,131 0.24% 0.24% 356 0 0.0% Q2 2026 Jul 30, 2026
Boston Common Asset Management, LLC History No change 37,467 7,104 0.42% 0.42% 357 0 0.0% Q2 2026 Jul 21, 2026
S&CO INC History No change 37,990 7,101 0.41% 0.41% 358 0 0.0% Q2 2026 Aug 06, 2026
Rossmore Private Capital History No change 37,843 7,080 0.57% 0.57% 359 0 0.0% Q2 2026 Jul 31, 2026
Henry James International Management Inc. History No change 36,652 6,949 2.08% 2.08% 360 0 0.0% Q2 2026 Jul 09, 2026
PINKERTON WEALTH, LLC History No change 34,253 6,755 0.58% 0.58% 361 0 0.0% Q2 2026 Jul 30, 2026
SIGNATUREFD, LLC History No change 35,536 6,738 0.09% 0.09% 362 0 0.0% Q2 2026 Jul 23, 2026
AXIOM INVESTORS LLC /DE History No change 34,746 6,588 0.06% 0.06% 363 0 0.0% Q2 2026 Aug 12, 2026
Orca Wealth Management, LLC History No change 34,716 6,582 3.95% 3.95% 364 0 0.0% Q2 2026 Jul 22, 2026
True Freedom Investing, LLC History No change 33,173 6,542 0.51% 0.51% 365 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 34,739 6,541 0.15% 0.15% 366 0 0.0% Q2 2026 Aug 05, 2026
VALICENTI ADVISORY SERVICES INC History No change 34,485 6,539 1.23% 1.23% 367 0 0.0% Q2 2026 Jul 16, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 34,429 6,528 0.1% 0.1% 368 0 0.0% Q2 2026 Aug 11, 2026
Simplify Asset Management Inc. History No change 34,188 6,482 0.09% 0.09% 369 0 0.0% Q2 2026 Jul 16, 2026
Te Ahumairangi Investment Management Ltd History No change 34,479 6,452 1.04% 1.04% 370 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 33,467 6,346 0.08% 0.08% 371 0 0.0% Q2 2026 Aug 04, 2026
NewEdge Wealth, LLC History No change 33,124 6,279 0.06% 0.06% 372 0 0.0% Q2 2026 Aug 10, 2026
DAVENPORT & Co LLC History No change 32,897 6,237 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 13, 2026
Wilmington Savings Fund Society, FSB History No change 32,878 6,234 0.14% 0.14% 374 0 0.0% Q2 2026 Jul 28, 2026
AZZAD ASSET MANAGEMENT INC /ADV History No change 32,868 6,232 0.55% 0.55% 375 0 0.0% Q2 2026 Jul 29, 2026
RNC CAPITAL MANAGEMENT LLC History No change 32,535 6,169 0.25% 0.25% 376 0 0.0% Q2 2026 Aug 06, 2026
PITTENGER & ANDERSON INC History No change 32,459 6,154 0.22% 0.22% 377 0 0.0% Q2 2026 Jul 27, 2026
Timber Creek Capital Management LLC History No change 32,445 6,152 1.26% 1.26% 378 0 0.0% Q2 2026 Aug 10, 2026
HENDLEY & CO INC History No change 32,405 6,145 2.17% 2.17% 379 0 0.0% Q2 2026 Jul 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 32,180 6,101 0.11% 0.11% 380 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 32,151 6,096 0.03% 0.03% 381 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 31,841 6,037 0.04% 0.04% 382 0 0.0% Q2 2026 Aug 10, 2026
Steward Partners Investment Advisory, LLC History No change 31,394 5,950 0.03% 0.03% 383 0 0.0% Q2 2026 Aug 13, 2026
Plato Investment Management Ltd History No change 31,725 5,900 0.34% 0.34% 384 0 0.0% Q2 2026 Aug 06, 2026
Savant Capital, LLC History No change 35,321 5,828 0.02% 0.02% 385 0 0.0% Q2 2026 Aug 10, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 31,205 5,826 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 30,619 5,805 0.03% 0.03% 387 0 0.0% Q2 2026 Jul 24, 2026
Private Advisor Group, LLC History No change 30,398 5,764 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 27, 2026
Global Retirement Partners, LLC History No change 30,381 5,760 0.09% 0.09% 389 0 0.0% Q2 2026 Aug 06, 2026
Ramirez Asset Management, Inc. History No change 30,192 5,719 0.6% 0.6% 390 0 0.0% Q2 2026 Aug 13, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History No change 30,000 5,688 0.24% 0.24% 391 0 0.0% Q2 2026 Jul 23, 2026
Patten Group, Inc. History No change 29,983 5,644 0.88% 0.88% 392 0 0.0% Q2 2026 Aug 06, 2026
KENNEDY CAPITAL MANAGEMENT LLC History No change 29,684 5,628 0.1% 0.1% 393 0 0.0% Q2 2026 Aug 14, 2026
INGALLS & SNYDER LLC History No change 29,529 5,599 0.15% 0.15% 394 0 0.0% Q2 2026 Aug 14, 2026
Asio Capital, LLC History No change 29,491 5,592 0.72% 0.72% 395 0 0.0% Q2 2026 Jul 17, 2026
GLOBALT Investments LLC / GA History No change 29,158 5,528 0.19% 0.19% 396 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 29,072 5,512 0.05% 0.05% 397 0 0.0% Q2 2026 Jul 27, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 29,019 5,502 0.2% 0.2% 398 0 0.0% Q2 2026 Aug 14, 2026
Westerkirk Capital Inc. History No change 28,729 5,447 0.52% 0.52% 399 0 0.0% Q2 2026 Aug 10, 2026
Campbell & CO Investment Adviser LLC History No change 29,025 5,425 0.28% 0.28% 400 0 0.0% Q2 2026 Aug 03, 2026
ADVISORTRUST PARTNERS, LLC History No change 28,284 5,363 1.83% 1.83% 401 0 0.0% Q2 2026 Aug 10, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 28,116 5,331 0.4% 0.4% 402 0 0.0% Q2 2026 Jul 16, 2026
Bryn Mawr Trust Advisors, LLC History No change 27,799 5,270 0.23% 0.23% 403 0 0.0% Q2 2026 Aug 03, 2026
OpenArc Corporate Advisory, LLC History No change 27,729 5,257 0.06% 0.06% 404 0 0.0% Q2 2026 Aug 05, 2026
AIMZ Investment Advisors, LLC History No change 27,221 5,159 1.42% 1.42% 405 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 27,067 5,063 0.05% 0.05% 406 0 0.0% Q2 2026 Jul 24, 2026
Fiduciary Group, LLC History No change 26,549 5,034 0.39% 0.39% 407 0 0.0% Q2 2026 Aug 10, 2026
Brookmont Capital Management History No change 26,436 5,012 2.69% 2.69% 408 0 0.0% Q2 2026 Jul 24, 2026
MORTON COMMUNITY BANK History No change 26,094 4,947 1.01% 1.01% 409 0 0.0% Q2 2026 Aug 14, 2026
Aperture Investors, LLC History No change 25,856 4,902 0.44% 0.44% 410 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 25,953 4,901 0.03% 0.03% 411 0 0.0% Q2 2026 Jul 29, 2026
Robbins Farley History No change 25,635 4,860 1.87% 1.87% 412 0 0.0% Q2 2026 Jul 22, 2026
NWI MANAGEMENT LP History No change 25,000 4,740 0.22% 0.22% 413 0 0.0% Q2 2026 Aug 14, 2026
NOVEM GROUP History No change 24,977 4,736 0.48% 0.48% 414 0 0.0% Q2 2026 Jul 21, 2026
Aviso Financial Inc. History No change 24,969 4,734 0.16% 0.16% 415 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 24,721 4,687 0.29% 0.29% 416 0 0.0% Q2 2026 Jul 23, 2026
L & S Advisors Inc History No change 24,346 4,616 0.48% 0.48% 417 0 0.0% Q2 2026 Aug 12, 2026
Seascape Capital Management History No change 24,305 4,609 1.1% 1.1% 418 0 0.0% Q2 2026 Jul 21, 2026
JAMES INVESTMENT RESEARCH, INC. History No change 23,867 4,525 0.46% 0.46% 419 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 23,684 4,490 0.05% 0.05% 420 0 0.0% Q2 2026 Aug 12, 2026
Crossmark Global Holdings, Inc. History No change 23,619 4,478 0.06% 0.06% 421 0 0.0% Q2 2026 Jul 16, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 23,610 4,477 0.06% 0.06% 422 0 0.0% Q2 2026 Aug 13, 2026
Stanley-Laman Group, Ltd. History No change 23,593 4,473 0.45% 0.45% 423 0 0.0% Q2 2026 Aug 05, 2026
Clayton Partners LLC History No change 23,212 4,401 2.89% 2.89% 424 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 22,836 4,330 0.27% 0.27% 425 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 22,766 4,316 0.05% 0.05% 426 0 0.0% Q2 2026 Jul 22, 2026
Bank Pictet & Cie (Europe) AG History No change 22,759 4,259 0.08% 0.08% 427 0 0.0% Q2 2026 Jul 24, 2026
Equitable Holdings, Inc. History No change 22,135 4,197 0.03% 0.03% 428 0 0.0% Q2 2026 Aug 17, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 21,789 4,131 0.01% 0.01% 429 0 0.0% Q2 2026 Aug 13, 2026
Madison Asset Management, LLC History No change 21,310 4,040 0.05% 0.05% 430 0 0.0% Q2 2026 Aug 10, 2026
Dynasty Wealth Management, LLC History No change 20,986 3,979 0.03% 0.03% 431 0 0.0% Q2 2026 Aug 13, 2026
HM PAYSON & CO History No change 20,928 3,968 0.05% 0.05% 432 0 0.0% Q2 2026 Jul 17, 2026
CHOREO, LLC History No change 20,940 3,953 0.04% 0.04% 433 0 0.0% Q2 2026 Aug 04, 2026
Sivik Global Healthcare LLC History No change 20,000 3,944 3.0% 3.0% 434 0 0.0% Q2 2026 Jul 20, 2026
Beacon Pointe Advisors, LLC History No change 20,571 3,899 0.02% 0.02% 435 0 0.0% Q2 2026 Aug 18, 2026
180 WEALTH ADVISORS, LLC History No change 20,498 3,886 0.39% 0.39% 436 0 0.0% Q2 2026 Jul 07, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History No change 20,406 3,869 0.46% 0.46% 437 0 0.0% Q2 2026 Aug 05, 2026
Sequoia Financial Advisors, LLC History No change 20,324 3,853 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 20,123 3,815 0.06% 0.06% 439 0 0.0% Q2 2026 Jul 31, 2026
Ballentine Partners, LLC History No change 20,071 3,805 0.05% 0.05% 440 0 0.0% Q2 2026 Jul 17, 2026
Brevan Howard Capital Management LP History No change 20,152 3,767 0.03% 0.03% 441 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 19,651 3,726 0.06% 0.06% 442 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 19,747 3,705 0.05% 0.05% 443 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Financial Ltd. History No change 19,365 3,645 0.02% 0.02% 444 0 0.0% Q2 2026 Aug 11, 2026
Foundation Wealth Management, LLC\PA History No change 19,136 3,628 1.09% 1.09% 445 0 0.0% Q2 2026 Jul 21, 2026
SFE Investment Counsel History No change 7,826 3,617 0.49% 0.49% 446 0 0.0% Q2 2026 Aug 05, 2026
TrueMark Investments, LLC History No change 18,998 3,602 0.45% 0.45% 447 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 18,998 3,602 0.64% 0.64% 448 0 0.0% Q2 2026 Aug 05, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 18,910 3,585 0.04% 0.04% 449 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 18,885 3,580 0.11% 0.11% 450 0 0.0% Q2 2026 Jul 30, 2026
PINNACLE ASSOCIATES LTD History No change 18,854 3,575 0.04% 0.04% 451 0 0.0% Q2 2026 Aug 03, 2026
FIRST FOUNDATION ADVISORS History No change 18,550 3,517 0.13% 0.13% 452 0 0.0% Q2 2026 Aug 14, 2026
POLEN CAPITAL MANAGEMENT LLC History No change 18,621 3,513 0.03% 0.03% 453 0 0.0% Q2 2026 Aug 04, 2026
Cox Capital Mgt LLC History Reduced 21,526 3,475 1.95% 2.27% 454 -26 -0.12% Q3 2026 Oct 07, 2026
GC Wealth Management RIA, LLC History No change 18,143 3,440 0.2% 0.2% 455 0 0.0% Q2 2026 Jul 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 17,965 3,381 0.02% 0.02% 456 0 0.0% Q2 2026 Sep 23, 2026
CHANNEL WEALTH LLC History No change 17,823 3,379 0.76% 0.76% 457 0 0.0% Q2 2026 Aug 04, 2026
Verition Fund Management LLC History No change 17,704 3,357 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 14, 2026
TEALWOOD ASSET MANAGEMENT INC History No change 17,577 3,333 1.28% 1.28% 459 0 0.0% Q2 2026 Jul 14, 2026
Blue Trust, Inc. History No change 17,511 3,320 0.03% 0.03% 460 0 0.0% Q2 2026 Jul 21, 2026
Bank OZK History No change 17,099 3,242 0.96% 0.96% 461 0 0.0% Q2 2026 Aug 17, 2026
Financial Gravity Companies, Inc. History No change 16,731 3,172 0.51% 0.51% 462 0 0.0% Q2 2026 Aug 05, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 16,631 3,153 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 16,531 3,134 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,476 3,124 0.02% 0.02% 465 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 16,641 3,116 0.12% 0.12% 466 0 0.0% Q2 2026 Aug 14, 2026
OARSMAN CAPITAL, INC. History No change 16,428 3,115 0.33% 0.33% 467 0 0.0% Q2 2026 Aug 07, 2026
Third View Private Wealth, LLC History No change 16,205 3,072 0.38% 0.38% 468 0 0.0% Q2 2026 Jul 27, 2026
Westview Management dba Westview Investment Advisors History No change 16,099 3,052 1.49% 1.49% 469 0 0.0% Q2 2026 Jul 31, 2026
SWP Investment Management LLC History No change 16,095 3,051 2.11% 2.11% 470 0 0.0% Q2 2026 Jul 01, 2026
EP Wealth Advisors, LLC History No change 16,055 3,044 0.01% 0.01% 471 0 0.0% Q2 2026 Aug 11, 2026
New England Research & Management, Inc. History No change 15,893 3,013 1.17% 1.17% 472 0 0.0% Q2 2026 Jul 09, 2026
Columbus Macro, LLC History No change 15,923 2,985 0.29% 0.29% 473 0 0.0% Q2 2026 Jul 22, 2026
Purpose Unlimited Inc. History No change 15,503 2,983 0.11% 0.11% 474 0 0.0% Q2 2026 Aug 13, 2026
GABELLI FUNDS LLC History No change 15,650 2,967 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 12, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 15,592 2,935 0.66% 0.66% 476 0 0.0% Q2 2026 Aug 11, 2026
Verdence Capital Advisors LLC History No change 15,469 2,933 0.15% 0.15% 477 0 0.0% Q2 2026 Jul 29, 2026
LMR Partners LLP History No change 15,425 2,924 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 14, 2026
DILLON & ASSOCIATES INC History No change 15,165 2,881 0.35% 0.35% 479 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 15,186 2,879 0.08% 0.08% 480 0 0.0% Q2 2026 Aug 10, 2026
MONEY CONCEPTS CAPITAL CORP History No change 15,188 2,841 0.13% 0.13% 481 0 0.0% Q2 2026 Aug 04, 2026
Compound Planning, Inc. History No change 14,917 2,828 0.07% 0.07% 482 0 0.0% Q2 2026 Aug 04, 2026
FNY Investment Advisers, LLC History No change 200 2,820 1.01% 1.01% 483 0 0.0% Q2 2026 Jul 08, 2026
Mirae Asset Global Investments Co., Ltd. History No change 14,842 2,814 0.0% 0.0% 484 0 0.0% Q2 2026 Jul 22, 2026
White Lighthouse Investment Management Inc. History No change 14,790 2,804 0.35% 0.35% 485 0 0.0% Q2 2026 Aug 04, 2026
Sterling Capital Management LLC History No change 14,562 2,761 0.05% 0.05% 486 0 0.0% Q2 2026 Jul 28, 2026
COMMERCE BANK History No change 14,538 2,756 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 12, 2026
Marks Group Wealth Management, Inc History No change 14,483 2,746 0.24% 0.24% 488 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 14,219 2,696 0.03% 0.03% 489 0 0.0% Q2 2026 Aug 10, 2026
Venturi Wealth Management, LLC History No change 14,174 2,687 0.1% 0.1% 490 0 0.0% Q2 2026 Jul 20, 2026
NTV ASSET MANAGEMENT LLC History No change 13,967 2,648 0.26% 0.26% 491 0 0.0% Q2 2026 Aug 05, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 13,830 2,585 0.12% 0.12% 492 0 0.0% Q2 2026 Jul 13, 2026
GUGGENHEIM CAPITAL LLC History No change 13,600 2,578 0.02% 0.02% 493 0 0.0% Q2 2026 Aug 12, 2026
MMBG INVESTMENT ADVISORS CO. History No change 13,514 2,562 0.2% 0.2% 494 0 0.0% Q2 2026 Aug 10, 2026
NATURAL INVESTMENTS, LLC History No change 13,360 2,533 0.56% 0.56% 495 0 0.0% Q2 2026 Jul 31, 2026
Great Lakes Retirement, Inc. History No change 13,247 2,511 0.22% 0.22% 496 0 0.0% Q2 2026 Jul 30, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 13,245 2,511 1.92% 1.92% 497 0 0.0% Q2 2026 Jul 21, 2026
VALLEY NATIONAL ADVISERS INC History No change 13,217 2,506 0.28% 0.28% 498 0 0.0% Q2 2026 Jul 29, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 13,330 2,488 0.02% 0.02% 499 0 0.0% Q2 2026 Aug 13, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 13,117 2,487 0.28% 0.28% 500 0 0.0% Q2 2026 Jul 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 13,070 2,478 0.05% 0.05% 501 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 13,024 2,469 0.03% 0.03% 502 0 0.0% Q2 2026 Aug 12, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 12,975 2,460 0.02% 0.02% 503 0 0.0% Q2 2026 Jul 16, 2026
Citizens National Bank Trust Department History No change 13,045 2,438 0.36% 0.36% 504 0 0.0% Q2 2026 Jul 22, 2026
Merit Financial Group, LLC History No change 12,770 2,421 0.01% 0.01% 505 0 0.0% Q2 2026 Jul 20, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 12,714 2,410 0.12% 0.12% 506 0 0.0% Q2 2026 Jul 31, 2026
Mirabaud Asset Management Ltd History No change 12,669 2,401 2.0% 2.0% 507 0 0.0% Q2 2026 Aug 12, 2026
Aurora Investment Counsel History No change 12,616 2,392 1.23% 1.23% 508 0 0.0% Q2 2026 Aug 10, 2026
GREENLEAF TRUST History No change 12,478 2,366 0.02% 0.02% 509 0 0.0% Q2 2026 Jul 21, 2026
Frank, Rimerman Advisors LLC History No change 12,475 2,365 0.13% 0.13% 510 0 0.0% Q2 2026 Jul 27, 2026
BURLING WEALTH PARTNERS, LLC History No change 12,476 2,365 0.35% 0.35% 511 0 0.0% Q2 2026 Aug 04, 2026
Wealthcare Advisory Partners LLC History No change 12,112 2,296 0.04% 0.04% 512 0 0.0% Q2 2026 Jul 09, 2026
SYON CAPITAL LLC History No change 12,068 2,288 0.1% 0.1% 513 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Hoffman & Company, LLC. History No change 11,897 2,255 0.05% 0.05% 514 0 0.0% Q2 2026 Aug 04, 2026
Exome Asset Management LLC History No change 12,045 2,254 1.39% 1.39% 515 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 11,759 2,229 0.04% 0.04% 516 0 0.0% Q2 2026 Aug 07, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,737 2,225 0.05% 0.05% 517 0 0.0% Q2 2026 Jul 31, 2026
Karras Company, Inc. History No change 11,623 2,204 2.0% 2.0% 518 0 0.0% Q2 2026 Jul 23, 2026
Dorsey & Whitney Trust CO LLC History No change 11,579 2,195 0.11% 0.11% 519 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History No change 11,574 2,194 0.1% 0.1% 520 0 0.0% Q2 2026 Jul 23, 2026
MCCARTER PRIVATE WEALTH SERVICES LLC History No change 11,543 2,188 0.75% 0.75% 521 0 0.0% Q2 2026 Aug 05, 2026
ARGA Investment Management, LP History No change 11,643 2,177 0.06% 0.06% 522 0 0.0% Q2 2026 Jul 31, 2026
Obermeyer Wealth Partners History No change 11,635 2,176 0.09% 0.09% 523 0 0.0% Q2 2026 Jul 29, 2026
AlphaCentric Advisors LLC History No change 11,394 2,160 1.83% 1.83% 524 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 11,330 2,148 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 03, 2026
Qtron Investments LLC History No change 11,190 2,121 0.28% 0.28% 526 0 0.0% Q2 2026 Aug 13, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 11,123 2,109 0.3% 0.3% 527 0 0.0% Q2 2026 Aug 07, 2026
GKV Capital Management Co., Inc. History No change 11,245 2,109 0.68% 0.68% 528 0 0.0% Q2 2026 Jul 23, 2026
Stablepoint Partners, LLC History No change 11,000 2,085 0.29% 0.29% 529 0 0.0% Q2 2026 Jul 09, 2026
First American Bank History No change 10,959 2,078 0.12% 0.12% 530 0 0.0% Q2 2026 Jul 15, 2026
FIFTH THIRD BANCORP History No change 10,955 2,077 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 05, 2026
J.W. COLE ADVISORS, INC. History No change 10,930 2,072 0.04% 0.04% 532 0 0.0% Q2 2026 Jul 21, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 10,931 2,072 0.01% 0.01% 533 0 0.0% Q2 2026 Aug 11, 2026
IAMS WEALTH MANAGEMENT, LLC History No change 10,885 2,064 0.62% 0.62% 534 0 0.0% Q2 2026 Jul 16, 2026
Diversify Advisory Services, LLC History No change 12,005 2,036 0.03% 0.03% 535 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 12,005 2,036 0.03% 0.03% 536 0 0.0% Q2 2026 Jul 29, 2026
BRIAN LOW FINANCIAL GROUP, LLC History No change 10,712 2,031 1.18% 1.18% 537 0 0.0% Q2 2026 Jul 28, 2026
RHUMBLINE ADVISERS History No change 10,654 2,020 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 11, 2026
World Investment Advisors History No change 10,283 2,015 0.03% 0.03% 539 0 0.0% Q2 2026 Aug 13, 2026
XXI WEALTH, LLC History No change 10,619 2,013 0.92% 0.92% 540 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 10,605 2,011 0.03% 0.03% 541 0 0.0% Q2 2026 Aug 13, 2026
ALTFEST L J & CO INC History No change 10,599 2,009 0.19% 0.19% 542 0 0.0% Q2 2026 Jul 30, 2026
Integrated Wealth Concepts LLC History No change 10,593 2,008 0.01% 0.01% 543 0 0.0% Q2 2026 Sep 08, 2026
Spartan Wealth Advisory Services LLC History No change 10,586 2,007 0.16% 0.16% 544 0 0.0% Q2 2026 Aug 05, 2026
Smartleaf Asset Management LLC History No change 10,439 1,993 0.06% 0.06% 545 0 0.0% Q2 2026 Aug 12, 2026
INTRUST BANK NA History No change 10,427 1,977 0.15% 0.15% 546 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History Added to 12,223 1,974 0.01% 0.02% 547 +341 2.87% Q3 2026 Oct 08, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 10,398 1,971 0.05% 0.05% 548 0 0.0% Q2 2026 Aug 13, 2026
OneDigital Investment Advisors LLC History No change 10,395 1,971 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 06, 2026
VISTA INVESTMENT MANAGEMENT History No change 10,398 1,971 0.59% 0.59% 550 0 0.0% Q2 2026 Aug 12, 2026
BROWN ADVISORY INC History No change 10,388 1,969 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 10,334 1,959 0.0% 0.0% 552 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 10,283 1,950 0.09% 0.09% 553 0 0.0% Q2 2026 Aug 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 10,147 1,924 0.18% 0.18% 554 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 10,161 1,922 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 10,014 1,898 0.01% 0.01% 556 0 0.0% Q2 2026 Aug 10, 2026
CENTRAL TRUST Co History No change 9,945 1,885 0.03% 0.03% 557 0 0.0% Q2 2026 Jul 31, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History New 11,271 1,835 0.16% — 558 +11,271 New Q3 2026 Oct 07, 2026
Cornerstone Planning, LLC History No change 9,674 1,834 0.42% 0.42% 559 0 0.0% Q2 2026 Jul 29, 2026
Checchi Capital Advisers, LLC History No change 9,648 1,824 0.08% 0.08% 560 0 0.0% Q2 2026 Aug 04, 2026
HARBOUR INVESTMENTS, INC. History No change 9,609 1,817 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 12, 2026
Cresset Asset Management, LLC History No change 9,415 1,781 0.01% 0.01% 562 0 0.0% Q2 2026 Aug 14, 2026
Texas Bank & Trust Co History No change 9,355 1,773 0.58% 0.58% 563 0 0.0% Q2 2026 Jul 31, 2026
Prime Capital Investment Advisors, LLC History No change 9,308 1,764 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History Added to 10,797 1,743 0.04% 0.04% 565 +980 9.98% Q3 2026 Oct 08, 2026
HANCOCK WHITNEY CORP History No change 9,155 1,735 0.03% 0.03% 566 0 0.0% Q2 2026 Aug 14, 2026
FIGURE 8 INVESTMENT STRATEGIES LLC History No change 9,120 1,729 1.46% 1.46% 567 0 0.0% Q2 2026 Aug 07, 2026
COOKSON PEIRCE & CO INC History No change 9,055 1,717 0.06% 0.06% 568 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Advisor Solutions LLC History No change 9,057 1,717 0.05% 0.05% 569 0 0.0% Q2 2026 Jul 07, 2026
BROWN BROTHERS HARRIMAN & CO History No change 8,968 1,700 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 12, 2026
Security National Bank History No change 8,964 1,699 0.2% 0.2% 571 0 0.0% Q2 2026 Jul 15, 2026
Modern Wealth Management, LLC History No change 8,922 1,691 0.02% 0.02% 572 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 8,906 1,688 0.06% 0.06% 573 0 0.0% Q2 2026 Jul 17, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 8,972 1,673 0.47% 0.47% 574 0 0.0% Q2 2026 Aug 07, 2026
IHT Wealth Management, LLC History No change 8,766 1,662 0.04% 0.04% 575 0 0.0% Q2 2026 Aug 14, 2026
Diversified Trust Co History No change 8,701 1,650 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 17, 2026
Jain Global LLC History No change 8,660 1,642 0.01% 0.01% 577 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 8,616 1,633 0.03% 0.03% 578 0 0.0% Q2 2026 Aug 03, 2026
Caldwell Trust Co History No change 8,454 1,603 0.13% 0.13% 579 0 0.0% Q2 2026 Aug 03, 2026
Indivisible Partners History No change 8,421 1,596 0.09% 0.09% 580 0 0.0% Q2 2026 Aug 04, 2026
Parrish Capital LLC History Added to 9,792 1,581 1.54% 1.77% 582 +105 1.08% Q3 2026 Oct 01, 2026
Alaethes Wealth, LLC History No change 8,340 1,581 0.46% 0.46% 581 0 0.0% Q2 2026 Aug 14, 2026
FULTON BANK, N.A. History No change 8,294 1,572 0.05% 0.05% 583 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ALLIANCE, LLC History No change 8,277 1,569 0.13% 0.13% 584 0 0.0% Q2 2026 Aug 11, 2026
Monte Financial Group, LLC History No change 9,226 1,565 0.5% 0.5% 585 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 8,091 1,534 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 11, 2026
PCM Encore, LLC History No change 8,087 1,533 0.27% 0.27% 587 0 0.0% Q2 2026 Aug 11, 2026
Ascent Group, LLC History No change 8,010 1,518 0.05% 0.05% 588 0 0.0% Q2 2026 Aug 03, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 8,006 1,518 0.4% 0.4% 589 0 0.0% Q2 2026 Jul 15, 2026
Parallel Advisors, LLC History No change 7,997 1,516 0.02% 0.02% 590 0 0.0% Q2 2026 Aug 05, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 7,929 1,503 0.26% 0.26% 591 0 0.0% Q2 2026 Aug 12, 2026
TLWM History Reduced 9,203 1,486 0.24% 0.29% 592 -76 -0.82% Q3 2026 Oct 08, 2026
IMC-Chicago, LLC History No change 7,754 1,470 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 06, 2026
Hilltop National Bank History No change 7,577 1,436 0.31% 0.31% 594 0 0.0% Q2 2026 Jul 01, 2026
UMB Bank, n.a. History No change 7,552 1,432 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 13, 2026
Proficio Capital Partners LLC History No change 7,518 1,425 0.05% 0.05% 596 0 0.0% Q2 2026 Aug 14, 2026
WESTPORT ASSET MANAGEMENT INC History No change 7,500 1,422 0.58% 0.58% 597 0 0.0% Q2 2026 Aug 10, 2026
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. History No change 7,484 1,419 0.74% 0.74% 598 0 0.0% Q2 2026 Jul 22, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History No change 7,467 1,415 0.49% 0.49% 599 0 0.0% Q2 2026 Jul 22, 2026
Lighthouse Investment Partners, LLC History No change 7,381 1,399 0.04% 0.04% 600 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 7,369 1,397 0.51% 0.51% 601 0 0.0% Q2 2026 Jul 10, 2026
RAELIPSKIE PARTNERSHIP History No change 7,412 1,395 0.53% 0.53% 602 0 0.0% Q2 2026 Aug 04, 2026
Meridian Wealth Management, LLC History No change 7,351 1,387 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 05, 2026
WEDBUSH SECURITIES INC History No change 7,267 1,378 0.04% 0.04% 604 0 0.0% Q2 2026 Jul 28, 2026
SAPIENT CAPITAL LLC History Reduced 8,433 1,375 0.02% 0.02% 605 -159 -1.85% Q3 2026 Oct 08, 2026
MASECO LLP History No change 7,316 1,369 0.04% 0.04% 606 0 0.0% Q2 2026 Aug 05, 2026
Quantitative Investment Management, LLC History No change 7,176 1,360 0.15% 0.15% 607 0 0.0% Q2 2026 Aug 14, 2026
Axxion S.A. History No change 9,607 1,354 0.1% 0.1% 608 0 0.0% Q2 2026 Aug 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 7,025 1,341 0.04% 0.04% 609 0 0.0% Q2 2026 Jul 21, 2026
RETIREMENT GUYS FORMULA LLC History No change 7,056 1,337 0.5% 0.5% 610 0 0.0% Q2 2026 Jul 30, 2026
DENALI ADVISORS LLC History No change 7,025 1,332 0.13% 0.13% 611 0 0.0% Q2 2026 Aug 10, 2026
Lebenthal Global Advisors, LLC History No change 7,016 1,330 0.18% 0.18% 612 0 0.0% Q2 2026 Jul 30, 2026
A. D. Beadell Investment Counsel, Inc. History No change 6,975 1,322 0.85% 0.85% 613 0 0.0% Q2 2026 Jul 15, 2026
SIMPLEX TRADING, LLC History No change 6,963 1,320 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
PDS Planning, Inc History No change 6,926 1,313 0.08% 0.08% 615 0 0.0% Q2 2026 Aug 05, 2026
Carnegie Investment Counsel History No change 6,895 1,307 0.03% 0.03% 616 0 0.0% Q2 2026 Jul 30, 2026
Optas, LLC History No change 6,859 1,300 0.18% 0.18% 617 0 0.0% Q2 2026 Jul 21, 2026
Cyndeo Wealth Partners, LLC History No change 6,841 1,297 0.06% 0.06% 618 0 0.0% Q2 2026 Jul 21, 2026
Moors & Cabot, Inc. History No change 6,836 1,296 0.05% 0.05% 619 0 0.0% Q2 2026 Aug 10, 2026
Advisory Resource Group History No change 6,819 1,293 0.19% 0.19% 620 0 0.0% Q2 2026 Jul 14, 2026
Icon Wealth Advisors, LLC History No change 6,845 1,293 0.08% 0.08% 621 0 0.0% Q2 2026 Aug 05, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 6,802 1,291 0.02% 0.02% 622 0 0.0% Q2 2026 Jul 14, 2026
Avestar Capital, LLC History No change 6,836 1,288 0.07% 0.07% 623 0 0.0% Q2 2026 Jul 29, 2026
Malaga Cove Capital, LLC History No change 6,791 1,287 0.41% 0.41% 624 0 0.0% Q2 2026 Jul 23, 2026
REXFORD CAPITAL INC History No change 6,735 1,277 0.78% 0.78% 625 0 0.0% Q2 2026 Jul 29, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 6,719 1,274 0.13% 0.13% 626 0 0.0% Q2 2026 Jul 31, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 6,717 1,273 0.4% 0.4% 627 0 0.0% Q2 2026 Jul 09, 2026
Capula Management Ltd History No change 6,705 1,271 0.0% 0.0% 628 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History No change 6,707 1,271 0.15% 0.15% 629 0 0.0% Q2 2026 Jul 14, 2026
Basecamp Wealth Advisors LLC History No change 6,666 1,264 0.24% 0.24% 630 0 0.0% Q2 2026 Aug 14, 2026
AE Wealth Management LLC History No change 6,665 1,263 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY TRUST CO History No change 6,755 1,262 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,659 1,262 0.09% 0.09% 633 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 6,632 1,254 0.01% 0.01% 634 0 0.0% Q2 2026 Aug 11, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 6,562 1,244 0.05% 0.05% 635 0 0.0% Q2 2026 Jul 21, 2026
Summit Global Investments History No change 6,543 1,241 0.07% 0.07% 636 0 0.0% Q2 2026 Aug 03, 2026
Ellevest, Inc. History No change 6,725 1,231 0.15% 0.15% 637 0 0.0% Q2 2026 Aug 10, 2026
LONDON CO OF VIRGINIA History No change 6,470 1,226 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 14, 2026
Mattson Financial Services, LLC History No change 7,238 1,225 0.26% 0.26% 639 0 0.0% Q2 2026 Aug 04, 2026
COZAD ASSET MANAGEMENT INC History No change 6,545 1,224 0.08% 0.08% 640 0 0.0% Q2 2026 Aug 14, 2026
MISSION WEALTH MANAGEMENT, LP History No change 6,410 1,215 0.01% 0.01% 641 0 0.0% Q2 2026 Jul 20, 2026
IFP Advisors, Inc History No change 6,357 1,205 0.02% 0.02% 642 0 0.0% Q2 2026 Jul 20, 2026
Gateway Wealth Partners, LLC History No change 6,327 1,199 0.07% 0.07% 643 0 0.0% Q2 2026 Aug 04, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,312 1,196 0.02% 0.02% 644 0 0.0% Q2 2026 Jul 15, 2026
Clear Creek Financial Management, LLC History No change 6,227 1,180 0.08% 0.08% 645 0 0.0% Q2 2026 Jul 27, 2026
Elevated Private Wealth, LLC History No change 6,226 1,180 1.12% 1.12% 646 0 0.0% Q2 2026 Jul 30, 2026
Frec Markets, Inc. History No change 6,171 1,170 0.1% 0.1% 647 0 0.0% Q2 2026 Aug 13, 2026
Strategic Global Advisors, LLC History No change 6,683 1,155 0.16% 0.16% 648 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Advisory Services, LLC History No change 6,076 1,152 0.02% 0.02% 649 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Reduced 7,025 1,145 0.1% 0.12% 651 -238 -3.28% Q3 2026 Oct 01, 2026
HUNTINGTON NATIONAL BANK History No change 6,041 1,145 0.01% 0.01% 650 0 0.0% Q2 2026 Aug 13, 2026
Laurion Capital Management LP History No change 6,000 1,137 0.03% 0.03% 652 0 0.0% Q2 2026 Aug 13, 2026
Cherokee Insurance Co History No change 6,000 1,137 0.44% 0.44% 653 0 0.0% Q2 2026 Aug 03, 2026
Lionhunter Capital Management, LLC History No change 6,000 1,137 0.51% 0.51% 654 0 0.0% Q2 2026 Aug 13, 2026
Graham Capital Management, L.P. History No change 5,983 1,134 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 5,971 1,132 0.07% 0.07% 656 0 0.0% Q2 2026 Aug 12, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. History No change 6,063 1,130 0.72% 0.72% 657 0 0.0% Q2 2026 Jul 23, 2026
Banque de Luxembourg S.A. History No change 5,968 1,128 0.53% 0.53% 658 0 0.0% Q2 2026 Jul 09, 2026
BEARING POINT CAPITAL, LLC History No change 5,942 1,126 0.15% 0.15% 659 0 0.0% Q2 2026 Aug 11, 2026
Hanson & Doremus Investment Management History No change 5,916 1,122 0.11% 0.11% 660 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History Reduced 6,941 1,120 0.04% 0.05% 661 -550 -7.34% Q3 2026 Oct 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,892 1,117 0.02% 0.02% 662 0 0.0% Q2 2026 Jul 28, 2026
Henshaw Capital LLC History No change 5,880 1,114 0.04% 0.04% 663 0 0.0% Q2 2026 Aug 12, 2026
Employees Retirement System of Texas History No change 5,872 1,113 0.01% 0.01% 664 0 0.0% Q2 2026 Aug 14, 2026
CONNABLE OFFICE INC History No change 5,848 1,108 0.1% 0.1% 665 0 0.0% Q2 2026 Aug 03, 2026
Stockman Wealth Management, Inc. History No change 5,841 1,107 0.11% 0.11% 666 0 0.0% Q2 2026 Aug 11, 2026
Cinctive Capital Management LP History No change 5,802 1,100 0.04% 0.04% 667 0 0.0% Q2 2026 Aug 14, 2026
Circle Wealth Management, LLC History No change 5,861 1,096 0.01% 0.01% 668 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 5,778 1,095 0.02% 0.02% 669 0 0.0% Q2 2026 Aug 14, 2026
DE BURLO GROUP INC History No change 5,753 1,090 0.2% 0.2% 670 0 0.0% Q2 2026 Aug 13, 2026
Phillips Wealth Planners LLC History No change 5,605 1,082 0.8% 0.8% 671 0 0.0% Q2 2026 Aug 07, 2026
Cooper Financial Group History Added to 6,690 1,080 0.09% 0.1% 672 +348 5.49% Q3 2026 Oct 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 5,750 1,075 0.02% 0.02% 673 0 0.0% Q2 2026 Aug 04, 2026
AMG National Trust Bank History No change 5,635 1,067 0.02% 0.02% 674 0 0.0% Q2 2026 Aug 06, 2026
Empower Advisory Group, LLC History No change 5,682 1,063 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 12, 2026
71 West Capital Partners History No change 5,676 1,062 0.04% 0.04% 676 0 0.0% Q2 2026 Aug 04, 2026
ADVOCATE GROUP LLC History No change 5,592 1,060 0.16% 0.16% 677 0 0.0% Q2 2026 Jul 17, 2026
Venture Visionary Partners LLC History Added to 6,490 1,047 0.03% 0.03% 678 +137 2.16% Q3 2026 Oct 07, 2026
HSBC HOLDINGS PLC History No change 5,545 1,046 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 5,513 1,045 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 14, 2026
SITTNER & NELSON, LLC History No change 5,388 1,021 0.32% 0.32% 681 0 0.0% Q2 2026 Aug 07, 2026
OAK RIDGE INVESTMENTS LLC History No change 5,376 1,019 0.06% 0.06% 682 0 0.0% Q2 2026 Jul 21, 2026
RB Capital Management, LLC History No change 5,389 1,017 0.2% 0.2% 683 0 0.0% Q2 2026 Aug 17, 2026
Wedmont Private Capital History Added to 6,402 1,016 0.02% 0.02% 684 +1,200 23.07% Q3 2026 Oct 09, 2026
Hartford Funds Management Co LLC History No change 5,435 1,015 0.08% 0.08% 685 0 0.0% Q2 2026 Aug 06, 2026
SAGE RHINO CAPITAL LLC History No change 5,336 1,011 0.16% 0.16% 686 0 0.0% Q2 2026 Aug 03, 2026
Kingsview Wealth Management, LLC History No change 5,303 1,005 0.01% 0.01% 687 0 0.0% Q2 2026 Aug 18, 2026
Community Bank & Trust, Waco, Texas History No change 5,367 1,003 0.18% 0.18% 688 0 0.0% Q2 2026 Aug 04, 2026
LMCG INVESTMENTS, LLC History No change 5,258 997 0.05% 0.05% 689 0 0.0% Q2 2026 Jul 22, 2026
Aaron Wealth Advisors LLC History No change 5,254 996 0.05% 0.05% 690 0 0.0% Q2 2026 Jul 16, 2026
Intesa Sanpaolo Wealth Management History No change 5,340 995 0.2% 0.2% 691 0 0.0% Q2 2026 Jul 23, 2026
LVW Advisors, LLC History No change 5,241 993 0.09% 0.09% 692 0 0.0% Q2 2026 Jul 15, 2026
Focus Partners Advisor Solutions, LLC History No change 5,223 990 0.01% 0.01% 693 0 0.0% Q2 2026 Aug 06, 2026
CHILTON INVESTMENT CO INC. History No change 5,268 985 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 14, 2026
Harvest Fund Management Co., Ltd History No change 5,158 978 0.03% 0.03% 695 0 0.0% Q2 2026 Aug 19, 2026
COURIER CAPITAL LLC History No change 5,104 967 0.05% 0.05% 696 0 0.0% Q2 2026 Jul 16, 2026
1620 INVESTMENT ADVISORS, INC. History No change 5,058 959 0.59% 0.59% 697 0 0.0% Q2 2026 Jul 14, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 5,015 950 0.01% 0.01% 698 0 0.0% Q2 2026 Aug 11, 2026
Essex Financial Services, Inc. History No change 4,976 939 0.05% 0.05% 699 0 0.0% Q2 2026 Aug 10, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 4,927 934 0.04% 0.04% 700 0 0.0% Q2 2026 Jul 27, 2026
Calydon Capital History No change 4,923 933 0.14% 0.14% 701 0 0.0% Q2 2026 Aug 14, 2026
Crumly & Associates Inc. History Added to 5,713 922 0.16% 0.19% 702 +400 7.53% Q3 2026 Oct 07, 2026
Grove Bank & Trust History Reduced 5,706 921 0.09% 0.11% 704 -70 -1.21% Q3 2026 Oct 08, 2026
Sageworth Trust Co History No change 4,858 921 0.04% 0.04% 703 0 0.0% Q2 2026 Jul 28, 2026
VELA Investment Management, LLC History No change 4,854 920 0.2% 0.2% 705 0 0.0% Q2 2026 Aug 27, 2026
Procyon Advisors, LLC History No change 4,845 918 0.04% 0.04% 706 0 0.0% Q2 2026 Jul 09, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 4,838 917 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 30, 2026
Prosperity Consulting Group, LLC History No change 4,762 902 0.03% 0.03% 708 0 0.0% Q2 2026 Aug 13, 2026
DCF Advisers, LLC History No change 4,750 900 0.16% 0.16% 709 0 0.0% Q2 2026 Aug 10, 2026
Koshinski Asset Management, Inc. History No change 4,741 899 0.05% 0.05% 710 0 0.0% Q2 2026 Jul 27, 2026
SG Americas Securities, LLC History No change 4,728 897 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 07, 2026
Canandaigua National Trust Co of Florida History New 5,473 891 0.49% — 713 +5,473 New Q3 2026 Oct 07, 2026
Stratos Wealth Partners, LTD. History No change 4,702 891 0.01% 0.01% 712 0 0.0% Q2 2026 Aug 11, 2026
Baader Bank Aktiengesellschaft History No change 4,699 884 0.07% 0.07% 714 0 0.0% Q2 2026 Jul 23, 2026
Diversified Enterprises, LLC History No change 4,654 882 0.04% 0.04% 715 0 0.0% Q2 2026 Jul 31, 2026
B. Riley Wealth Advisors, Inc. History No change 4,594 877 0.05% 0.05% 716 0 0.0% Q2 2026 Jul 14, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 4,601 872 0.16% 0.16% 717 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 4,595 870 0.02% 0.02% 718 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 4,550 862 0.66% 0.66% 719 0 0.0% Q2 2026 Jul 28, 2026
Athena Wealth Management, LLC History Added to 5,333 861 0.62% 0.74% 720 +56 1.06% Q3 2026 Oct 09, 2026
Simplicity Wealth,LLC History No change 4,535 859 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 06, 2026
BURNEY CO/ History No change 4,508 854 0.02% 0.02% 722 0 0.0% Q2 2026 Jul 14, 2026
Farringdon Capital, Ltd. History No change 4,495 852 0.42% 0.42% 723 0 0.0% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 4,469 847 0.01% 0.01% 724 0 0.0% Q2 2026 Jul 23, 2026
Saranac Partners Ltd History No change 4,522 846 0.25% 0.25% 725 0 0.0% Q2 2026 Aug 13, 2026
Westover Capital Advisors, LLC History No change 4,458 845 0.14% 0.14% 726 0 0.0% Q2 2026 Aug 04, 2026
HAMEL ASSOCIATES, INC. History No change 4,456 844 0.23% 0.23% 727 0 0.0% Q2 2026 Jul 27, 2026
Aries Wealth Management History No change 4,486 839 0.16% 0.16% 728 0 0.0% Q2 2026 Jul 24, 2026
FSM Wealth Advisors, LLC History No change 4,421 838 0.09% 0.09% 729 0 0.0% Q2 2026 Jul 15, 2026
Heritage Wealth Management, Inc. History No change 4,415 837 0.21% 0.21% 730 0 0.0% Q2 2026 Jul 28, 2026
Berman McAleer LLC History No change 4,386 831 0.1% 0.1% 731 0 0.0% Q2 2026 Jul 16, 2026
Glenview Trust Co History No change 4,346 824 0.01% 0.01% 732 0 0.0% Q2 2026 Aug 18, 2026
PRESILIUM PRIVATE WEALTH, LLC History No change 4,342 823 0.13% 0.13% 733 0 0.0% Q2 2026 Jul 22, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 4,338 822 0.11% 0.11% 734 0 0.0% Q2 2026 Aug 14, 2026
AlphaCore Capital LLC History No change 4,299 815 0.01% 0.01% 735 0 0.0% Q2 2026 Aug 06, 2026
Advisors Capital Management, LLC History No change 4,287 813 0.01% 0.01% 736 0 0.0% Q2 2026 Aug 11, 2026
Confluence Wealth Services, Inc. History No change 4,292 813 0.02% 0.02% 737 0 0.0% Q2 2026 Jul 22, 2026
Kathmere Capital Management, LLC History No change 4,257 807 0.04% 0.04% 738 0 0.0% Q2 2026 Jul 29, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 4,312 806 0.01% 0.01% 739 0 0.0% Q2 2026 Aug 13, 2026
LDIC Inc. History No change 4,212 798 0.5% 0.5% 740 0 0.0% Q2 2026 Jul 13, 2026
Calamos Wealth Management LLC History No change 4,208 797 0.02% 0.02% 741 0 0.0% Q2 2026 Jul 31, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 4,202 796 0.04% 0.04% 742 0 0.0% Q2 2026 Aug 11, 2026
BRIGHTON JONES LLC History No change 4,201 796 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 11, 2026
Marshall Financial Group, LLC History No change 4,153 787 0.11% 0.11% 744 0 0.0% Q2 2026 Jul 17, 2026
Brookstone Capital Management History No change 4,146 786 0.01% 0.01% 745 0 0.0% Q2 2026 Jul 15, 2026
Key FInancial Inc History No change 4,187 783 0.13% 0.13% 746 0 0.0% Q2 2026 Jul 24, 2026
Oakworth Capital, Inc. History No change 4,201 780 0.04% 0.04% 747 0 0.0% Q2 2026 Jul 22, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 4,104 778 0.54% 0.54% 748 0 0.0% Q2 2026 Aug 11, 2026
Persistent Asset Partners Ltd History No change 4,058 769 0.23% 0.23% 749 0 0.0% Q2 2026 Aug 06, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 4,043 766 0.03% 0.03% 750 0 0.0% Q2 2026 Jul 08, 2026
EPG Wealth Management LLC History No change 4,026 763 0.18% 0.18% 751 0 0.0% Q2 2026 Jul 28, 2026
Marex Group Ltd History No change 4,027 763 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 14, 2026
Accurate Wealth Management, LLC History No change 4,440 762 0.07% 0.07% 753 0 0.0% Q2 2026 Jul 14, 2026
CULLINAN ASSOCIATES INC History No change 4,013 760 0.06% 0.06% 754 0 0.0% Q2 2026 Jul 29, 2026
Five Oceans Advisors History No change 4,009 760 0.24% 0.24% 755 0 0.0% Q2 2026 Jul 15, 2026
BANK OF STOCKTON History No change 4,006 759 0.21% 0.21% 756 0 0.0% Q2 2026 Jul 29, 2026
AR ASSET MANAGEMENT INC History No change 4,000 758 0.14% 0.14% 757 0 0.0% Q2 2026 Aug 07, 2026
Kendall Capital Management History No change 3,976 753 0.13% 0.13% 758 0 0.0% Q2 2026 Aug 12, 2026
DRIEHAUS CAPITAL MANAGEMENT LLC History No change 3,967 752 0.0% 0.0% 759 0 0.0% Q2 2026 Aug 14, 2026
Accuvest Global Advisors History No change 4,006 749 0.64% 0.64% 760 0 0.0% Q2 2026 Aug 11, 2026
SKBA CAPITAL MANAGEMENT LLC History No change 3,930 745 0.12% 0.12% 761 0 0.0% Q2 2026 Aug 11, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 3,909 741 0.01% 0.01% 762 0 0.0% Q2 2026 Aug 14, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,851 730 0.01% 0.01% 763 0 0.0% Q2 2026 Aug 14, 2026
Brown Financial Advisors History No change 3,850 730 0.25% 0.25% 764 0 0.0% Q2 2026 Aug 26, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 3,836 727 0.06% 0.06% 765 0 0.0% Q2 2026 Jul 16, 2026
Roehl & Yi Investment Advisors, LLC History No change 3,863 727 0.24% 0.24% 766 0 0.0% Q2 2026 Aug 13, 2026
GUERRA PAN ADVISORS, LLC History No change 3,813 723 0.4% 0.4% 767 0 0.0% Q2 2026 Aug 12, 2026
FDx Advisors, Inc. History No change 3,788 718 0.22% 0.22% 768 0 0.0% Q2 2026 Aug 04, 2026
AA Financial Advisors, LLC History No change 3,773 715 0.09% 0.09% 769 0 0.0% Q2 2026 Jul 17, 2026
FCA CORP /TX History No change 3,750 711 0.18% 0.18% 770 0 0.0% Q2 2026 Aug 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 4,393 709 0.14% 0.18% 771 -144 -3.17% Q3 2026 Oct 05, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 3,738 708 0.04% 0.04% 772 0 0.0% Q2 2026 Jul 31, 2026
LVM CAPITAL MANAGEMENT LTD/MI History No change 3,705 703 0.06% 0.06% 773 0 0.0% Q2 2026 Jul 09, 2026
MOR Wealth Management, LLC History No change 3,709 703 0.28% 0.28% 774 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Advisors Inc. History No change 4,442 701 0.04% 0.04% 775 0 0.0% Q2 2026 Aug 05, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,650 692 0.14% 0.14% 776 0 0.0% Q2 2026 Aug 12, 2026
One Wealth Advisors, LLC History No change 3,637 689 0.08% 0.08% 777 0 0.0% Q2 2026 Aug 06, 2026
First City Capital Management, Inc. History No change 3,619 686 0.33% 0.33% 778 0 0.0% Q2 2026 Jul 13, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 3,611 684 0.03% 0.03% 779 0 0.0% Q2 2026 Jul 23, 2026
J.Safra Asset Management Corp History No change 3,599 682 0.03% 0.03% 780 0 0.0% Q2 2026 Aug 06, 2026
Columbia Asset Management History No change 3,589 680 0.12% 0.12% 781 0 0.0% Q2 2026 Jul 21, 2026
Banco Santander, S.A. History No change 3,569 676 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 3,608 675 0.01% 0.01% 783 0 0.0% Q2 2026 Jul 15, 2026
Cohen Investment Advisors LLC History No change 3,602 673 0.3% 0.3% 784 0 0.0% Q2 2026 Jul 27, 2026
Windsor Capital Management, LLC History No change 3,539 671 0.17% 0.17% 785 0 0.0% Q2 2026 Jul 08, 2026
Aprio Wealth Management, LLC History No change 3,524 668 0.03% 0.03% 786 0 0.0% Q2 2026 Jul 24, 2026
NorthCrest Asset Manangement, LLC History No change 3,744 668 0.02% 0.02% 787 0 0.0% Q2 2026 Jul 15, 2026
FIRST MANHATTAN CO. LLC. History No change 3,554 664 0.0% 0.0% 788 0 0.0% Q2 2026 Aug 14, 2026
SeaCrest Wealth Management, LLC History No change 3,504 664 0.07% 0.07% 789 0 0.0% Q2 2026 Jul 09, 2026
Williams Jones Wealth Management, LLC. History No change 3,506 664 0.01% 0.01% 790 0 0.0% Q2 2026 Aug 05, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 3,505 663 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 10, 2026
PROFUND ADVISORS LLC History No change 3,499 663 0.02% 0.02% 792 0 0.0% Q2 2026 Aug 11, 2026
Fruth Investment Management History No change 3,499 663 0.16% 0.16% 793 0 0.0% Q2 2026 Jul 10, 2026
Advyzon Investment Management, LLC History No change 3,495 662 0.05% 0.05% 794 0 0.0% Q2 2026 Aug 14, 2026
STOCK YARDS BANK & TRUST CO History No change 3,484 660 0.02% 0.02% 795 0 0.0% Q2 2026 Aug 19, 2026
Legacy Capital Wealth Partners, LLC History No change 3,478 659 0.13% 0.13% 796 0 0.0% Q2 2026 Aug 12, 2026
NORDEN GROUP LLC History No change 3,475 658 0.05% 0.05% 797 0 0.0% Q2 2026 Jul 29, 2026
Chung Wu Investment Group, LLC History No change 3,475 658 0.43% 0.43% 798 0 0.0% Q2 2026 Jul 31, 2026
NorthRock Partners, LLC History No change 3,462 656 0.01% 0.01% 799 0 0.0% Q2 2026 Aug 11, 2026
NWAM LLC History No change 3,458 655 0.03% 0.03% 800 0 0.0% Q2 2026 Jul 23, 2026
CreativeOne Wealth, LLC History No change 3,434 651 0.01% 0.01% 801 0 0.0% Q2 2026 Aug 13, 2026
S Harris Financial Group, LLC History No change 3,425 649 0.5% 0.5% 802 0 0.0% Q2 2026 Jul 24, 2026
Traveka Wealth, LLC History No change 3,416 647 0.22% 0.22% 803 0 0.0% Q2 2026 Jul 21, 2026
HBK Sorce Advisory LLC History No change 4,005 646 0.01% 0.01% 804 0 0.0% Q2 2026 Aug 06, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 3,406 645 0.01% 0.01% 805 0 0.0% Q2 2026 Jul 14, 2026
Foster Victor Wealth Advisors, LLC History No change 3,899 641 0.03% 0.03% 806 0 0.0% Q2 2026 Jul 22, 2026
Krilogy Financial LLC History No change 3,357 636 0.02% 0.02% 807 0 0.0% Q2 2026 Jul 27, 2026
AlTi Global, Inc. History No change 3,371 636 0.01% 0.01% 808 0 0.0% Q2 2026 Aug 05, 2026
MONECO ADVISORS, LLC History No change 3,336 632 0.04% 0.04% 809 0 0.0% Q2 2026 Aug 11, 2026
Vertrix Wealth Management, LLC History No change 3,334 632 0.21% 0.21% 810 0 0.0% Q2 2026 Jul 09, 2026
VestGen Advisors, LLC History No change 3,325 630 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 11, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 3,302 626 0.01% 0.01% 812 0 0.0% Q2 2026 Jul 16, 2026
NWF Advisory Services Inc. History No change 3,332 623 0.06% 0.06% 813 0 0.0% Q2 2026 Jul 29, 2026
Sagewood Asset Management LP History No change 3,280 621 0.14% 0.14% 814 0 0.0% Q2 2026 Jul 29, 2026
Transamerica Financial Advisors, LLC History No change 3,264 619 0.05% 0.05% 815 0 0.0% Q2 2026 Aug 14, 2026
SBI Securities Co., Ltd. History No change 3,256 617 0.01% 0.01% 816 0 0.0% Q2 2026 Jul 22, 2026
Independent Advisor Alliance History No change 3,250 616 0.01% 0.01% 817 0 0.0% Q2 2026 Aug 12, 2026
Engineers Gate Manager LP History No change 3,235 613 0.01% 0.01% 818 0 0.0% Q2 2026 Aug 14, 2026
West Family Investments, Inc. History No change 3,229 612 0.18% 0.18% 819 0 0.0% Q2 2026 Aug 10, 2026
Pekin Hardy Strauss, Inc. History No change 3,262 610 0.05% 0.05% 820 0 0.0% Q2 2026 Jul 30, 2026
Madson Wealth Advisors Inc History No change 3,218 610 0.41% 0.41% 821 0 0.0% Q2 2026 Jul 21, 2026
CENTAURUS FINANCIAL, INC. History No change 3,203 607 0.02% 0.02% 822 0 0.0% Q2 2026 Aug 17, 2026
Miller Global Investments, LLC History No change 3,706 598 0.48% 0.58% 823 0 0.0% Q3 2026 Oct 02, 2026
Main Street Financial Solutions, LLC History No change 3,152 597 0.04% 0.04% 824 0 0.0% Q2 2026 Aug 07, 2026
Midwest Trust Co History No change 3,113 590 0.01% 0.01% 825 0 0.0% Q2 2026 Aug 04, 2026
LaSalle St. Investment Advisors, LLC History No change 3,110 589 0.07% 0.07% 826 0 0.0% Q2 2026 Aug 11, 2026
Providence First Trust Co History No change 3,092 583 0.16% 0.16% 827 0 0.0% Q2 2026 Jul 27, 2026
BKM Wealth Management, LLC History No change 3,070 582 0.21% 0.21% 828 0 0.0% Q2 2026 Jul 29, 2026
Cromwell Holdings LLC History No change 3,059 580 0.26% 0.26% 829 0 0.0% Q2 2026 Jul 13, 2026
Avantra Family Wealth, Inc. History No change 3,057 579 0.37% 0.37% 830 0 0.0% Q2 2026 Jul 29, 2026
Keel Point, LLC History No change 3,042 576 0.03% 0.03% 831 0 0.0% Q2 2026 Aug 14, 2026
STG SECURITIES, LLC History No change 3,042 576 0.04% 0.04% 832 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 3,036 575 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 10, 2026
denkapparat Operations GmbH History No change 3,060 572 0.19% 0.19% 834 0 0.0% Q2 2026 Aug 06, 2026
Quantum Portfolio Management LLC History No change 3,012 571 0.21% 0.21% 835 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 3,006 570 0.1% 0.1% 836 0 0.0% Q2 2026 Jul 24, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2,976 564 0.06% 0.06% 837 0 0.0% Q2 2026 Aug 13, 2026
1248 Management, LLC History No change 2,976 564 0.22% 0.22% 838 0 0.0% Q2 2026 Aug 13, 2026
Jacobi Capital Management LLC History No change 2,954 560 0.03% 0.03% 839 0 0.0% Q2 2026 Jul 31, 2026
Clean Yield Group History No change 2,950 559 0.14% 0.14% 840 0 0.0% Q2 2026 Aug 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 2,985 558 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 2,947 558 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 11, 2026
New Republic Capital, LLC History No change 2,942 557 0.13% 0.13% 843 0 0.0% Q2 2026 Jul 31, 2026
GRANDFIELD & DODD, LLC History No change 2,935 556 0.03% 0.03% 844 0 0.0% Q2 2026 Aug 07, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 2,930 555 0.02% 0.02% 845 0 0.0% Q2 2026 Jul 13, 2026
Ninety One SA (PTY) Ltd History No change 2,963 554 0.03% 0.03% 846 0 0.0% Q2 2026 Jul 16, 2026
Family Capital Management, Inc. History No change 2,926 554 0.21% 0.21% 847 0 0.0% Q2 2026 Jul 31, 2026
McLean Asset Management Corp History No change 3,240 549 0.07% 0.07% 848 0 0.0% Q2 2026 Aug 12, 2026
Spinnaker Investment Group, LLC History No change 2,899 549 0.09% 0.09% 849 0 0.0% Q2 2026 Jul 10, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 2,895 548 0.02% 0.02% 850 0 0.0% Q2 2026 Jul 22, 2026
EVERPAR ADVISORS LLC History No change 2,894 548 0.16% 0.16% 851 0 0.0% Q2 2026 Jul 09, 2026
KINTRA WEALTH, LLC History No change 3,468 545 0.03% 0.03% 852 0 0.0% Q2 2026 Aug 14, 2026
ANCHYRA PARTNERS LLC History No change 2,861 542 0.13% 0.13% 853 0 0.0% Q2 2026 Jul 23, 2026
SENTINEL TRUST CO LBA History No change 2,854 541 0.05% 0.05% 854 0 0.0% Q2 2026 Jul 13, 2026
Ashton Thomas Private Wealth, LLC History No change 2,872 541 0.01% 0.01% 855 0 0.0% Q2 2026 Jul 29, 2026
True North Advisors, LLC History No change 2,850 540 0.05% 0.05% 856 0 0.0% Q2 2026 Jul 22, 2026
Csenge Advisory Group History No change 2,853 540 0.02% 0.02% 857 0 0.0% Q2 2026 Aug 10, 2026
Alhambra Investment Management LLC History No change 2,840 538 0.23% 0.23% 858 0 0.0% Q2 2026 Jul 16, 2026
Advisor Resource Council History No change 2,824 537 0.15% 0.15% 859 0 0.0% Q2 2026 Jul 28, 2026
LANARK FINANCIAL, INC. History No change 2,826 536 0.04% 0.04% 860 0 0.0% Q2 2026 Jul 21, 2026
44 WEALTH MANAGEMENT LLC History No change 2,817 534 0.18% 0.18% 861 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History No change 2,816 533 0.12% 0.12% 862 0 0.0% Q2 2026 Jul 23, 2026
SVB WEALTH LLC History No change 2,806 532 0.03% 0.03% 863 0 0.0% Q2 2026 Jul 17, 2026
Gratus Wealth Advisors, LLC History No change 2,807 532 0.07% 0.07% 864 0 0.0% Q2 2026 Jul 20, 2026
FIRST CITIZENS BANK & TRUST CO History No change 2,753 522 0.01% 0.01% 865 0 0.0% Q2 2026 Jul 13, 2026
EWA, LLC History No change 2,740 519 0.09% 0.09% 866 0 0.0% Q2 2026 Jul 14, 2026
National Philanthropic Trust History No change 2,734 518 0.01% 0.01% 867 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 2,730 517 0.02% 0.02% 868 0 0.0% Q2 2026 Jul 22, 2026
OneAscent Financial Services LLC History No change 2,724 516 0.02% 0.02% 869 0 0.0% Q2 2026 Aug 11, 2026
PFG Investments, LLC History No change 2,725 516 0.02% 0.02% 870 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 2,707 513 0.03% 0.03% 871 0 0.0% Q2 2026 Aug 05, 2026
Signal Advisors Wealth, LLC History No change 2,706 513 0.03% 0.03% 872 0 0.0% Q2 2026 Aug 04, 2026
Canopy Partners, LLC History No change 2,702 512 0.15% 0.15% 873 0 0.0% Q2 2026 Jul 22, 2026
Savvy Advisors, Inc. History No change 2,691 510 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 03, 2026
NORTH STAR ASSET MANAGEMENT INC History No change 2,656 503 0.02% 0.02% 875 0 0.0% Q2 2026 Aug 18, 2026
IFG Advisory, LLC History No change 2,657 503 0.02% 0.02% 876 0 0.0% Q2 2026 Aug 13, 2026
SMITH, MOORE & CO. History No change 2,644 501 0.03% 0.03% 877 0 0.0% Q2 2026 Aug 12, 2026
Meadowbrook Advisors Group, LLC History No change 2,633 499 0.27% 0.27% 878 0 0.0% Q2 2026 Aug 07, 2026
Archford Capital Strategies, LLC History No change 2,652 497 0.05% 0.05% 879 0 0.0% Q2 2026 Jul 17, 2026
Nilsine Partners, LLC History No change 2,617 496 0.03% 0.03% 880 0 0.0% Q2 2026 Jul 24, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 2,601 493 0.32% 0.32% 881 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 2,588 490 0.02% 0.02% 882 0 0.0% Q2 2026 Jul 24, 2026
OneAscent Family Office, LLC History No change 2,581 489 0.25% 0.25% 883 0 0.0% Q2 2026 Aug 11, 2026
SEEDS INVESTOR LLC History No change 2,548 483 0.05% 0.05% 884 0 0.0% Q2 2026 Aug 12, 2026
Arista Wealth Management, LLC History No change 2,536 480 0.05% 0.05% 885 0 0.0% Q2 2026 Jul 08, 2026
May Hill Capital, LLC History No change 2,535 480 0.1% 0.1% 886 0 0.0% Q2 2026 Aug 07, 2026
Abacus Wealth Partners, LLC History No change 2,507 475 0.05% 0.05% 887 0 0.0% Q2 2026 Jul 22, 2026
PHILADELPHIA TRUST CO History No change 2,498 474 0.03% 0.03% 888 0 0.0% Q2 2026 Aug 10, 2026
PAX Financial Group, LLC History No change 2,504 474 0.07% 0.07% 889 0 0.0% Q2 2026 Aug 05, 2026
JFS WEALTH ADVISORS, LLC History No change 2,497 473 0.02% 0.02% 890 0 0.0% Q2 2026 Jul 10, 2026
Hardy Reed LLC History No change 2,496 473 0.03% 0.03% 891 0 0.0% Q2 2026 Aug 03, 2026
Old Port Advisors History No change 2,493 472 0.09% 0.09% 892 0 0.0% Q2 2026 Jul 21, 2026
Meadow Creek Wealth Advisors LLC History No change 2,491 472 0.29% 0.29% 893 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 2,475 469 0.01% 0.01% 894 0 0.0% Q2 2026 Aug 14, 2026
Breakwater Capital Group History Added to 2,896 467 0.06% 0.07% 895 +30 1.05% Q3 2026 Oct 08, 2026
Peregrine Asset Advisers, Inc. History No change 2,450 464 0.1% 0.1% 896 0 0.0% Q2 2026 Aug 10, 2026
XML Financial, LLC History No change 2,449 464 0.03% 0.03% 897 0 0.0% Q2 2026 Jul 24, 2026
Joel Isaacson & Co., LLC History No change 2,432 461 0.01% 0.01% 898 0 0.0% Q2 2026 Aug 04, 2026
Astoria Portfolio Advisors LLC. History No change 2,426 460 0.08% 0.08% 899 0 0.0% Q2 2026 Jul 28, 2026
Pine Valley Investments Ltd Liability Co History No change 2,426 460 0.02% 0.02% 900 0 0.0% Q2 2026 Jul 24, 2026
Argent Trust Co History No change 2,421 459 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 06, 2026
Connecticut Wealth Management, LLC History No change 2,418 458 0.02% 0.02% 902 0 0.0% Q2 2026 Jul 29, 2026
Avior Wealth Management, LLC History No change 2,407 456 0.01% 0.01% 903 0 0.0% Q2 2026 Jul 07, 2026
Visionary Wealth Advisors History No change 2,410 456 0.02% 0.02% 904 0 0.0% Q2 2026 Aug 13, 2026
Sageworth Trust Co of South Dakota History No change 2,405 456 0.28% 0.28% 905 0 0.0% Q2 2026 Jul 28, 2026
Optivise Advisory Services LLC History No change 2,400 455 0.23% 0.23% 906 0 0.0% Q2 2026 Jul 13, 2026
Aptus Capital Advisors, LLC History No change 2,396 454 0.0% 0.0% 907 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History No change 2,391 453 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 07, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 2,381 451 0.01% 0.01% 909 0 0.0% Q2 2026 Jul 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,383 451 0.02% 0.02% 910 0 0.0% Q2 2026 Jul 28, 2026
Redwood Investment Management, LLC History No change 2,373 450 0.04% 0.04% 911 0 0.0% Q2 2026 Aug 14, 2026
55 North Private Wealth, LLC History No change 2,374 450 0.09% 0.09% 912 0 0.0% Q2 2026 Jul 07, 2026
MW ADVISORY, LLC History No change 2,376 450 0.18% 0.18% 913 0 0.0% Q2 2026 Aug 07, 2026
Cetera Trust Company, N.A History No change 2,369 449 0.23% 0.23% 914 0 0.0% Q2 2026 Aug 13, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 2,359 447 0.24% 0.24% 915 0 0.0% Q2 2026 Jul 20, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 2,355 446 0.07% 0.07% 916 0 0.0% Q2 2026 Aug 04, 2026
Aspen Grove Capital, LLC History No change 2,371 446 0.06% 0.06% 917 0 0.0% Q2 2026 Aug 14, 2026
Bellecapital International Ltd. History No change 2,387 445 0.07% 0.07% 918 0 0.0% Q2 2026 Jul 22, 2026
Kondo Wealth Advisors, Inc. History No change 2,351 445 0.15% 0.15% 919 0 0.0% Q2 2026 Jul 21, 2026
Keudell/Morrison Wealth Management History No change 2,343 444 0.08% 0.08% 920 0 0.0% Q2 2026 Jul 15, 2026
Braeburn Wealth Management LLC History No change 2,343 444 0.19% 0.19% 921 0 0.0% Q2 2026 Jul 21, 2026
Hamilton Wealth, LLC History No change 2,329 441 0.08% 0.08% 922 0 0.0% Q2 2026 Aug 06, 2026
Strategic Investment Solutions, Inc. /IL History No change 2,288 433 0.1% 0.1% 923 0 0.0% Q2 2026 Jul 08, 2026
PRIVATE TRUST CO NA History No change 2,309 431 0.03% 0.03% 924 0 0.0% Q2 2026 Jul 28, 2026
Zhang Financial LLC History No change 2,270 430 0.01% 0.01% 925 0 0.0% Q2 2026 Jul 30, 2026
XPONANCE LLC History No change 2,265 429 0.0% 0.0% 926 0 0.0% Q2 2026 Aug 10, 2026
Thrive Wealth Management, LLC History No change 2,264 429 0.05% 0.05% 927 0 0.0% Q2 2026 Jul 07, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 2,254 427 0.0% 0.0% 928 0 0.0% Q2 2026 Aug 14, 2026
Curbstone Financial Management Corp History No change 2,252 427 0.07% 0.07% 929 0 0.0% Q2 2026 Jul 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 2,250 426 0.0% 0.0% 930 0 0.0% Q2 2026 Aug 10, 2026
DeDora Capital, Inc. History No change 2,226 422 0.09% 0.09% 931 0 0.0% Q2 2026 Jul 13, 2026
Opal Wealth Advisors, LLC History No change 2,227 422 0.09% 0.09% 932 0 0.0% Q2 2026 Jul 20, 2026
CERTUITY, LLC History No change 2,430 420 0.02% 0.02% 933 0 0.0% Q2 2026 Jul 28, 2026
GDS Wealth Management History No change 2,205 418 0.02% 0.02% 934 0 0.0% Q2 2026 Aug 13, 2026
Range Advisory, LLC History No change 2,207 418 0.05% 0.05% 935 0 0.0% Q2 2026 Sep 02, 2026
Forvis Mazars Wealth Advisors, LLC History No change 2,202 417 0.01% 0.01% 936 0 0.0% Q2 2026 Aug 10, 2026
Thrive Capital Management, LLC History No change 2,189 415 0.08% 0.08% 937 0 0.0% Q2 2026 Aug 05, 2026
Chevy Chase Trust Holdings, LLC History No change 2,187 414 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 14, 2026
Capital Asset Advisory Services LLC History No change 2,184 414 0.01% 0.01% 939 0 0.0% Q2 2026 Aug 14, 2026
Pines Wealth Management, LLC History No change 2,176 412 0.12% 0.12% 940 0 0.0% Q2 2026 Jul 22, 2026
Keenan, LLC History No change 2,163 410 0.29% 0.29% 941 0 0.0% Q2 2026 Aug 07, 2026
EJMK Ventures LLC History No change 2,167 410 0.19% 0.19% 942 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,152 408 0.01% 0.01% 943 0 0.0% Q2 2026 Aug 11, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 2,156 408 0.07% 0.07% 944 0 0.0% Q2 2026 Jul 21, 2026
Baker Avenue Asset Management, LP History No change 2,147 407 0.01% 0.01% 945 0 0.0% Q2 2026 Jul 28, 2026
Pointe Capital Management LLC History No change 2,170 406 0.18% 0.18% 946 0 0.0% Q2 2026 Aug 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 2,142 406 0.02% 0.02% 947 0 0.0% Q2 2026 Aug 13, 2026
Lynx Investment Advisory History No change 2,144 406 0.13% 0.13% 948 0 0.0% Q2 2026 Jul 27, 2026
Frederick Financial Consultants, LLC History No change 2,144 406 0.17% 0.17% 949 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,138 405 0.02% 0.02% 950 0 0.0% Q2 2026 Jul 15, 2026
Heritage Family Offices, LLP History No change 2,136 405 0.16% 0.16% 951 0 0.0% Q2 2026 Jul 29, 2026
Pacific Excel Wealth Advisors, Inc. History No change 2,136 405 0.16% 0.16% 952 0 0.0% Q2 2026 Jul 06, 2026
Widmann Financial Services, Inc. History No change 2,132 404 0.22% 0.22% 953 0 0.0% Q2 2026 Aug 14, 2026
SEVEN MILE ADVISORY History No change 2,129 403 0.27% 0.27% 954 0 0.0% Q2 2026 Aug 13, 2026
Center For Asset Management LLC History No change 2,121 402 0.18% 0.18% 955 0 0.0% Q2 2026 Jul 27, 2026
Gallacher Capital Management LLC History No change 2,120 402 0.23% 0.23% 956 0 0.0% Q2 2026 Jul 16, 2026
HOWARD FINANCIAL SERVICES, LTD. History No change 2,120 401 0.04% 0.04% 957 0 0.0% Q2 2026 Jul 07, 2026
ALTA CAPITAL MANAGEMENT LLC/ History No change 2,106 399 0.03% 0.03% 958 0 0.0% Q2 2026 Jul 28, 2026
Voya Financial Advisors, Inc. History No change 2,105 398 0.04% 0.04% 959 0 0.0% Q2 2026 Aug 12, 2026
CORA CAPITAL ADVISORS LLC History No change 2,125 398 0.11% 0.11% 960 0 0.0% Q2 2026 Jul 24, 2026
Smithfield Trust Co History No change 2,117 396 0.02% 0.02% 961 0 0.0% Q2 2026 Aug 05, 2026
Clearstead Trust, LLC History No change 2,089 396 0.05% 0.05% 962 0 0.0% Q2 2026 Aug 06, 2026
Hilltop Holdings Inc. History No change 2,093 393 0.03% 0.03% 963 0 0.0% Q2 2026 Aug 13, 2026
Cypress Wealth Services, LLC History No change 2,069 392 0.05% 0.05% 964 0 0.0% Q2 2026 Jul 10, 2026
SFG Wealth Management, LLC. History No change 2,059 390 0.14% 0.14% 965 0 0.0% Q2 2026 Jul 22, 2026
Traub Capital Management LLC History No change 2,058 390 0.35% 0.35% 966 0 0.0% Q2 2026 Jul 23, 2026
Foster Group, Inc. History No change 2,053 389 0.01% 0.01% 967 0 0.0% Q2 2026 Jul 07, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 2,048 388 0.05% 0.05% 968 0 0.0% Q2 2026 Jul 22, 2026
Murphy & Mullick Capital Management Corp History No change 2,047 387 0.24% 0.24% 969 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,035 385 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 14, 2026
Cove Private Wealth, LLC History No change 2,031 385 0.07% 0.07% 971 0 0.0% Q2 2026 Jul 31, 2026
Vantus Wealth LLC History No change 2,032 385 0.21% 0.21% 972 0 0.0% Q2 2026 Aug 07, 2026
Haverford Trust Co History No change 2,026 384 0.0% 0.0% 973 0 0.0% Q2 2026 Aug 12, 2026
Holistic Financial Partners History No change 2,026 384 0.23% 0.23% 974 0 0.0% Q2 2026 Jul 23, 2026
Fairvoy Private Wealth, LLC History No change 2,027 384 0.08% 0.08% 975 0 0.0% Q2 2026 Jul 17, 2026
Gotham Asset Management, LLC History No change 2,007 380 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 14, 2026
Wealth Dimensions Group, Ltd. History No change 2,002 379 0.07% 0.07% 977 0 0.0% Q2 2026 Jul 22, 2026
RIVERSEDGE ADVISORS, LLC History Added to 2,347 378 0.05% 0.06% 978 +67 2.94% Q3 2026 Oct 09, 2026
Borer Denton & Associates, Inc. History No change 2,017 377 0.12% 0.12% 979 0 0.0% Q2 2026 Jul 27, 2026
StoneX Group Inc. History No change 1,995 376 0.02% 0.02% 980 0 0.0% Q2 2026 Aug 12, 2026
Net Worth Advisory Group History No change 1,987 376 0.09% 0.09% 981 0 0.0% Q2 2026 Jul 13, 2026
R Squared Ltd History No change 1,987 376 0.2% 0.2% 982 0 0.0% Q2 2026 Aug 05, 2026
Barry Investment Advisors, LLC History No change 1,980 375 0.08% 0.08% 983 0 0.0% Q2 2026 Jul 09, 2026
INTEGRITY ALLIANCE, LLC. History No change 1,977 374 0.01% 0.01% 984 0 0.0% Q2 2026 Jul 31, 2026
RiverFront Investment Group, LLC History No change 1,974 374 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 29, 2026
AMERIFLEX GROUP, INC. History No change 1,973 374 0.15% 0.15% 986 0 0.0% Q2 2026 Aug 13, 2026
KDT Advisors, LLC History No change 1,995 373 0.52% 0.52% 987 0 0.0% Q2 2026 Jul 31, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 1,966 372 0.06% 0.06% 988 0 0.0% Q2 2026 Aug 07, 2026
MEYER HANDELMAN CO History No change 1,962 371 0.01% 0.01% 989 0 0.0% Q2 2026 Aug 03, 2026
Mesirow Financial Investment Management, Inc. History No change 1,953 370 0.01% 0.01% 990 0 0.0% Q2 2026 Jul 22, 2026
SageView Advisory Group, LLC History No change 1,954 370 0.01% 0.01% 991 0 0.0% Q2 2026 Aug 10, 2026
Integrated Advisors Network LLC History No change 1,947 369 0.02% 0.02% 992 0 0.0% Q2 2026 Aug 11, 2026
Argos Wealth Advisors, LLC History No change 1,939 367 0.1% 0.1% 993 0 0.0% Q2 2026 Aug 13, 2026
Axis Wealth Partners, LLC History No change 1,936 367 0.18% 0.18% 994 0 0.0% Q2 2026 Jul 28, 2026
Canal Capital Management, LLC History No change 1,927 365 0.04% 0.04% 995 0 0.0% Q2 2026 Jul 28, 2026
Souders Financial Advisors History No change 1,928 365 0.04% 0.04% 996 0 0.0% Q2 2026 Aug 05, 2026
First Long Island Investors, LLC History No change 1,920 364 0.03% 0.03% 997 0 0.0% Q2 2026 Aug 13, 2026
Cordatus Wealth Management LLC History No change 1,920 364 0.08% 0.08% 998 0 0.0% Q2 2026 Jul 29, 2026
South Shore Capital Advisors History No change 1,939 362 0.24% 0.24% 999 0 0.0% Q2 2026 Jul 30, 2026
Rossby Financial, LCC History No change 1,904 361 0.07% 0.07% 1000 0 0.0% Q2 2026 Aug 04, 2026
Capital Investment Management, Inc. History No change 1,905 361 0.11% 0.11% 1001 0 0.0% Q2 2026 Jul 15, 2026
Modera Wealth Management, LLC History No change 1,892 358 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 03, 2026
Magnus Financial Group LLC History No change 1,877 355 0.03% 0.03% 1003 0 0.0% Q2 2026 Jul 09, 2026
DAVIS R M INC History No change 1,871 354 0.01% 0.01% 1004 0 0.0% Q2 2026 Aug 14, 2026
Cerro Pacific Wealth Advisors LLC History No change 1,851 351 0.08% 0.08% 1005 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 1,845 349 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 23, 2026
Inscription Capital, LLC History No change 1,832 347 0.03% 0.03% 1007 0 0.0% Q2 2026 Aug 13, 2026
BridgePort Financial Solutions, LLC History No change 1,830 347 0.09% 0.09% 1008 0 0.0% Q2 2026 Jul 24, 2026
GREATMARK INVESTMENT PARTNERS, INC. History No change 1,821 345 0.04% 0.04% 1009 0 0.0% Q2 2026 Jul 24, 2026
Hudock, Inc. History No change 1,838 344 0.04% 0.04% 1010 0 0.0% Q2 2026 Jul 31, 2026
Old North State Trust, LLC History No change 1,839 344 0.18% 0.18% 1011 0 0.0% Q2 2026 Aug 17, 2026
Rosenberg Matthew Hamilton History Added to 2,129 343 0.06% 0.07% 1012 +78 3.8% Q3 2026 Oct 05, 2026
Legacy Capital Group California, Inc. History No change 1,814 343 0.1% 0.1% 1013 0 0.0% Q2 2026 Jul 29, 2026
Davis Investment Partners, LLC History No change 1,806 342 0.1% 0.1% 1014 0 0.0% Q2 2026 Aug 07, 2026
Permanens Capital L.P. History No change 1,802 341 0.04% 0.04% 1015 0 0.0% Q2 2026 Aug 14, 2026
PUREfi Wealth, LLC History No change 1,788 339 0.19% 0.19% 1016 0 0.0% Q2 2026 Jul 27, 2026
Great Diamond Partners, LLC History No change 1,784 338 0.06% 0.06% 1017 0 0.0% Q2 2026 Jul 17, 2026
Wealth Management Associates, Inc. History No change 1,780 337 0.09% 0.09% 1018 0 0.0% Q2 2026 Jul 21, 2026
Triad Wealth Partners, LLC History No change 2,131 336 0.02% 0.02% 1019 0 0.0% Q2 2026 Aug 10, 2026
TIAA Wealth Investment Management LLC History No change 1,773 336 0.0% 0.0% 1020 0 0.0% Q2 2026 Aug 10, 2026
PFG Private Wealth Management, LLC History No change 1,770 335 0.15% 0.15% 1021 0 0.0% Q2 2026 Jul 23, 2026
Cambria Investment Management, L.P. History No change 1,762 334 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 14, 2026
First Financial Bank - Trust Division History Reduced 2,062 332 0.02% 0.03% 1024 -36 -1.72% Q3 2026 Oct 01, 2026
UHLMANN PRICE SECURITIES, LLC History No change 1,751 332 0.01% 0.01% 1023 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 1,753 332 0.01% 0.01% 1025 0 0.0% Q2 2026 Aug 05, 2026
Cordoba Advisory Partners LLC History No change 1,758 332 0.07% 0.07% 1026 0 0.0% Q2 2026 Jul 21, 2026
August Group Capital Ltd History No change 1,753 332 0.36% 0.36% 1027 0 0.0% Q2 2026 Aug 10, 2026
SIMON QUICK ADVISORS, LLC History No change 1,747 331 0.01% 0.01% 1028 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 1,743 330 0.02% 0.02% 1029 0 0.0% Q2 2026 Aug 10, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 1,766 330 0.02% 0.02% 1030 0 0.0% Q2 2026 Jul 07, 2026
Legal Advantage Investments, Inc. History No change 1,737 329 0.12% 0.12% 1031 0 0.0% Q2 2026 Jul 15, 2026
Klingman & Associates, LLC History No change 1,731 328 0.01% 0.01% 1032 0 0.0% Q2 2026 Jul 29, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 1,725 327 0.09% 0.09% 1033 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History No change 1,729 327 0.01% 0.01% 1034 0 0.0% Q2 2026 Jul 29, 2026
Monument Capital Management History Reduced 2,022 326 0.07% 0.09% 1036 -221 -9.85% Q3 2026 Oct 08, 2026
Strategic Advisors LLC History No change 1,724 326 0.07% 0.07% 1035 0 0.0% Q2 2026 Jul 28, 2026
Avidian Wealth Enterprises, LLC History Added to 2,016 325 0.01% 0.01% 1037 +218 12.12% Q3 2026 Oct 08, 2026
Sovran Advisors, LLC History No change 1,885 325 0.02% 0.02% 1038 0 0.0% Q2 2026 Jul 29, 2026
PFG Advisors History No change 1,713 324 0.02% 0.02% 1039 0 0.0% Q2 2026 Jul 16, 2026
Impact Capital Partners LLC History No change 1,705 323 0.09% 0.09% 1040 0 0.0% Q2 2026 Jul 14, 2026
South Street Advisors LLC History No change 1,700 322 0.04% 0.04% 1041 0 0.0% Q2 2026 Aug 05, 2026
Gladstone Institutional Advisory LLC History No change 1,683 319 0.01% 0.01% 1042 0 0.0% Q2 2026 Jul 27, 2026
Texas Capital Bank Wealth Management Services Inc History No change 1,705 319 0.02% 0.02% 1043 0 0.0% Q2 2026 Aug 07, 2026
Greenspring Advisors, LLC History No change 1,685 319 0.02% 0.02% 1044 0 0.0% Q2 2026 Aug 11, 2026
Odyssey Capital Advisors, Inc. History No change 1,683 319 0.23% 0.23% 1045 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 1,729 317 0.02% 0.02% 1046 0 0.0% Q2 2026 Jul 22, 2026
Cannell & Spears LLC History No change 1,666 315 0.01% 0.01% 1047 0 0.0% Q2 2026 Aug 11, 2026
SmartHarvest Portfolios, LLC History No change 1,666 315 0.1% 0.1% 1048 0 0.0% Q2 2026 Aug 04, 2026
Paladin Wealth, LLC History No change 1,657 314 0.18% 0.18% 1049 0 0.0% Q2 2026 Jul 09, 2026
Advisor OS, LLC History No change 1,653 313 0.02% 0.02% 1050 0 0.0% Q2 2026 Aug 05, 2026
Northstar Financial Companies, Inc. History No change 1,652 313 0.21% 0.21% 1051 0 0.0% Q2 2026 Aug 06, 2026
Lavaca Capital LLC History No change 1,648 312 0.03% 0.03% 1052 0 0.0% Q2 2026 Aug 14, 2026
Tiller Private Wealth, Inc. History No change 1,649 312 0.1% 0.1% 1053 0 0.0% Q2 2026 Jul 24, 2026
Sivia Capital Partners, LLC History No change 1,646 312 0.04% 0.04% 1054 0 0.0% Q2 2026 Jul 23, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 1,930 311 0.03% 0.04% 1055 -383 -16.56% Q3 2026 Oct 06, 2026
Perennial Investment Advisors, LLC History No change 1,642 311 0.02% 0.02% 1056 0 0.0% Q2 2026 Aug 14, 2026
Marble Wealth, LLC History No change 1,643 311 0.05% 0.05% 1057 0 0.0% Q2 2026 Aug 07, 2026
WEST MICHIGAN ADVISORS, LLC History No change 1,636 310 0.06% 0.06% 1058 0 0.0% Q2 2026 Aug 21, 2026
Livet Wealth, LLC History No change 1,640 310 0.18% 0.18% 1059 0 0.0% Q2 2026 Jul 28, 2026
Facet Wealth, Inc. History No change 1,627 308 0.0% 0.0% 1060 0 0.0% Q2 2026 Jul 27, 2026
LRI Investments, LLC History No change 1,646 308 0.02% 0.02% 1061 0 0.0% Q2 2026 Jul 14, 2026
Legacy Wealth Management, LLC / MS History No change 1,623 307 0.08% 0.08% 1062 0 0.0% Q2 2026 Jul 08, 2026
Freestone Capital Holdings, LLC History No change 1,615 306 0.01% 0.01% 1063 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL BANK & TRUST CO History New 1,890 305 0.04% — 1065 +1,890 New Q3 2026 Oct 09, 2026
Meeder Advisory Services, Inc. History No change 1,612 305 0.01% 0.01% 1064 0 0.0% Q2 2026 Aug 07, 2026
GATEWAY INVESTMENT ADVISERS LLC History No change 1,604 304 0.0% 0.0% 1066 0 0.0% Q2 2026 Jul 20, 2026
ROI Financial Advisors, LLC History No change 1,607 304 0.16% 0.16% 1067 0 0.0% Q2 2026 Aug 14, 2026
CARRET ASSET MANAGEMENT, LLC History No change 1,600 303 0.03% 0.03% 1068 0 0.0% Q2 2026 Aug 04, 2026
SUMMITRY LLC History No change 1,599 303 0.01% 0.01% 1069 0 0.0% Q2 2026 Jul 21, 2026
Interchange Capital Partners, LLC History No change 1,617 303 0.06% 0.06% 1070 0 0.0% Q2 2026 Jul 20, 2026
Veery Capital, LLC History Added to 1,857 299 0.08% 0.09% 1073 +70 3.92% Q3 2026 Oct 07, 2026
KCM INVESTMENT ADVISORS LLC History No change 1,577 299 0.01% 0.01% 1071 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 1,579 299 0.01% 0.01% 1072 0 0.0% Q2 2026 Jul 27, 2026
Verity Asset Management, Inc. History No change 1,561 296 0.11% 0.11% 1074 0 0.0% Q2 2026 Aug 13, 2026
Resonant Capital Advisors, LLC History No change 1,566 296 0.01% 0.01% 1075 0 0.0% Q2 2026 Jul 24, 2026
Sanchez Levi Garrett History No change 1,556 295 0.16% 0.16% 1076 0 0.0% Q2 2026 Aug 14, 2026
Mowery & Schoenfeld Wealth Management, LLC History No change 1,552 294 0.4% 0.4% 1077 0 0.0% Q2 2026 Aug 05, 2026
Finward Bancorp History No change 1,548 293 0.22% 0.22% 1078 0 0.0% Q2 2026 Jul 16, 2026
E&G Advisors, LLC History No change 1,541 292 0.06% 0.06% 1079 0 0.0% Q2 2026 Jul 23, 2026
CAMDEN NATIONAL BANK History No change 1,544 292 0.04% 0.04% 1080 0 0.0% Q2 2026 Jul 31, 2026
Founders Financial Alliance, LLC History No change 1,540 292 0.04% 0.04% 1081 0 0.0% Q2 2026 Aug 04, 2026
ENDEAVOR PRIVATE WEALTH, INC. History No change 1,541 292 0.07% 0.07% 1082 0 0.0% Q2 2026 Aug 14, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 1,544 292 0.04% 0.04% 1083 0 0.0% Q2 2026 Jul 21, 2026
Soltis Investment Advisors LLC History No change 1,537 291 0.02% 0.02% 1084 0 0.0% Q2 2026 Jul 31, 2026
SAX WEALTH ADVISORS, LLC History No change 1,480 291 0.01% 0.01% 1085 0 0.0% Q2 2026 Jul 09, 2026
Tanager Wealth Management LLP History No change 1,550 290 0.03% 0.03% 1086 0 0.0% Q2 2026 Jul 23, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,522 288 0.01% 0.01% 1087 0 0.0% Q2 2026 Aug 11, 2026
GENESIS PRIVATE WEALTH, LLC History No change 1,524 288 0.08% 0.08% 1088 0 0.0% Q2 2026 Jul 13, 2026
Simmons Bank History No change 1,514 287 0.02% 0.02% 1089 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Advisors, LLC History No change 1,510 286 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 1,506 285 0.01% 0.01% 1091 0 0.0% Q2 2026 Jul 20, 2026
Hoxton Planning & Management, LLC History No change 1,504 285 0.07% 0.07% 1092 0 0.0% Q2 2026 Jul 16, 2026
CWA Asset Management Group, LLC History No change 1,495 283 0.01% 0.01% 1093 0 0.0% Q2 2026 Jul 14, 2026
MATHER GROUP, LLC. History No change 1,489 282 0.0% 0.0% 1094 0 0.0% Q2 2026 Jul 27, 2026
Tranquility Partners, LLC History No change 1,492 282 0.1% 0.1% 1095 0 0.0% Q2 2026 Jul 23, 2026
Encompass More Asset Management History No change 1,482 281 0.04% 0.04% 1096 0 0.0% Q2 2026 Jul 14, 2026
ENTERPRISE FINANCIAL SERVICES CORP History No change 1,473 279 0.11% 0.11% 1097 0 0.0% Q2 2026 Aug 04, 2026
17 CAPITAL PARTNERS, LLC History No change 1,472 279 0.13% 0.13% 1098 0 0.0% Q2 2026 Aug 06, 2026
Lantz Financial LLC History No change 1,467 278 0.05% 0.05% 1099 0 0.0% Q2 2026 Jul 09, 2026
CCM INVESTMENT ADVISERS LLC History No change 1,450 274 0.02% 0.02% 1100 0 0.0% Q2 2026 Aug 12, 2026
ANTIPODES PARTNERS Ltd History No change 1,466 274 0.01% 0.01% 1101 0 0.0% Q2 2026 Aug 06, 2026
Kovack Advisors, Inc. History No change 1,485 274 0.01% 0.01% 1102 0 0.0% Q2 2026 Jul 28, 2026
Western Wealth Management, LLC History No change 1,448 274 0.01% 0.01% 1103 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,696 273 0.01% 0.02% 1104 -1,771 -51.08% Q3 2026 Oct 05, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History No change 1,437 272 0.08% 0.08% 1105 0 0.0% Q2 2026 Aug 12, 2026
Granite Group Advisors, LLC History No change 1,430 271 0.16% 0.16% 1106 0 0.0% Q2 2026 Jul 23, 2026
Kera Capital Partners, Inc. History No change 1,434 271 0.03% 0.03% 1107 0 0.0% Q2 2026 Aug 14, 2026
Ballast, Inc. History No change 1,424 270 0.05% 0.05% 1108 0 0.0% Q2 2026 Jul 10, 2026
Copley Financial Group, Inc. History No change 1,419 269 0.16% 0.16% 1109 0 0.0% Q2 2026 Aug 11, 2026
Manchester Capital Management LLC History No change 1,415 268 0.03% 0.03% 1110 0 0.0% Q2 2026 Aug 13, 2026
PALLADIEM, LLC History No change 1,416 268 0.26% 0.26% 1111 0 0.0% Q2 2026 Aug 13, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 1,418 268 0.04% 0.04% 1112 0 0.0% Q2 2026 Jul 27, 2026
PALISADE CAPITAL MANAGEMENT, LP History No change 1,412 267 0.01% 0.01% 1113 0 0.0% Q2 2026 Aug 14, 2026
Massachusetts Wealth Management History No change 1,400 265 0.1% 0.1% 1114 0 0.0% Q2 2026 Aug 03, 2026
Tepp RIA, LLC History No change 1,400 265 0.18% 0.18% 1115 0 0.0% Q2 2026 Jul 28, 2026
Seven Fleet Capital Management LP History No change 1,400 265 0.04% 0.04% 1116 0 0.0% Q2 2026 Aug 14, 2026
SFMG, LLC History No change 1,394 264 0.02% 0.02% 1117 0 0.0% Q2 2026 Aug 13, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 1,394 264 0.18% 0.18% 1118 0 0.0% Q2 2026 Aug 07, 2026
AGF MANAGEMENT LTD History No change 1,387 263 0.0% 0.0% 1119 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 1,390 263 0.01% 0.01% 1120 0 0.0% Q2 2026 Jul 29, 2026
One Capital Management, LLC History No change 1,335 263 0.01% 0.01% 1121 0 0.0% Q2 2026 Aug 13, 2026
Guardian Wealth Management, Inc. History No change 1,392 263 0.13% 0.13% 1122 0 0.0% Q2 2026 Jul 13, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 1,407 262 0.02% 0.02% 1123 0 0.0% Q2 2026 Jul 24, 2026
WealthTrust Axiom LLC History No change 1,383 262 0.06% 0.06% 1124 0 0.0% Q2 2026 Aug 11, 2026
Armstrong, Fleming & Moore, Inc History No change 1,383 262 0.09% 0.09% 1125 0 0.0% Q2 2026 Jul 28, 2026
WAYSTONE ADVISORS LLC History No change 1,386 262 0.2% 0.2% 1126 0 0.0% Q2 2026 Jul 16, 2026
Balefire, LLC History Reduced 1,622 261 0.04% 0.05% 1128 -23 -1.4% Q3 2026 Oct 09, 2026
LYELL WEALTH MANAGEMENT, LP History No change 1,377 261 0.02% 0.02% 1127 0 0.0% Q2 2026 Aug 05, 2026
VestGen Investment Management History No change 1,372 260 0.14% 0.14% 1129 0 0.0% Q2 2026 Jul 31, 2026
MBL Wealth, LLC History No change 1,376 260 0.02% 0.02% 1130 0 0.0% Q2 2026 Jul 15, 2026
Sonoma Allocations LLC History No change 1,408 259 0.08% 0.08% 1131 0 0.0% Q2 2026 Jul 08, 2026
Northwest Quadrant Wealth Management, LLC History No change 1,362 258 0.05% 0.05% 1132 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 1,354 256 0.01% 0.01% 1133 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 1,354 256 0.05% 0.05% 1134 0 0.0% Q2 2026 Aug 14, 2026
Red Door Wealth Management, LLC History No change 1,343 254 0.02% 0.02% 1135 0 0.0% Q2 2026 Jul 13, 2026
McAdam, LLC History No change 1,338 253 0.01% 0.01% 1136 0 0.0% Q2 2026 Aug 04, 2026
Revolve Wealth Partners, LLC History No change 1,337 253 0.03% 0.03% 1137 0 0.0% Q2 2026 Jul 09, 2026
Rodgers Brothers Inc. History No change 1,330 252 0.02% 0.02% 1138 0 0.0% Q2 2026 Aug 05, 2026
LifeGuide Financial Advisors, LLC History No change 1,328 251 0.07% 0.07% 1139 0 0.0% Q2 2026 Jul 09, 2026
Wellspring Financial Advisors, LLC History No change 1,316 249 0.02% 0.02% 1140 0 0.0% Q2 2026 Jul 20, 2026
1ST SOURCE BANK History No change 1,311 248 0.01% 0.01% 1141 0 0.0% Q2 2026 Aug 06, 2026
Navalign, LLC History No change 1,312 248 0.06% 0.06% 1142 0 0.0% Q2 2026 Jul 27, 2026
DEFINED WEALTH MANAGEMENT, LLC History No change 1,293 245 0.13% 0.13% 1143 0 0.0% Q2 2026 Jul 28, 2026
Kestra Investment Management, LLC History No change 1,295 245 0.0% 0.0% 1144 0 0.0% Q2 2026 Aug 05, 2026
Apella Capital, LLC History Added to 1,527 244 0.0% 0.0% 1145 +53 3.6% Q3 2026 Oct 08, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,288 244 0.02% 0.02% 1146 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 1,278 242 0.0% 0.0% 1147 0 0.0% Q2 2026 Aug 14, 2026
Legacy Advisors, LLC History No change 1,283 242 0.02% 0.02% 1148 0 0.0% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History No change 1,273 240 0.01% 0.01% 1149 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 1,282 239 0.02% 0.02% 1150 0 0.0% Q2 2026 Jul 09, 2026
Saxony Capital Management, LLC History No change 1,275 238 0.11% 0.11% 1151 0 0.0% Q2 2026 Jul 15, 2026
Bay Capital Advisors, LLC History No change 1,256 238 0.13% 0.13% 1152 0 0.0% Q2 2026 Jul 21, 2026
TOBIAS FINANCIAL ADVISORS, INC. History No change 1,251 237 0.03% 0.03% 1153 0 0.0% Q2 2026 Aug 25, 2026
Cornerstone Wealth Group, LLC History No change 1,246 236 0.01% 0.01% 1154 0 0.0% Q2 2026 Jul 27, 2026
Quotient Wealth Partners, LLC History No change 1,246 236 0.01% 0.01% 1155 0 0.0% Q2 2026 Aug 03, 2026
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. History No change 1,240 235 0.02% 0.02% 1156 0 0.0% Q2 2026 Aug 07, 2026
GEORGE KAISER FAMILY FOUNDATION History No change 1,240 235 0.02% 0.02% 1157 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 1,244 235 0.01% 0.01% 1158 0 0.0% Q2 2026 Jul 30, 2026
Alteri Wealth LLC History No change 1,244 235 0.06% 0.06% 1159 0 0.0% Q2 2026 Jul 29, 2026
Owl Creek Wealth Partners LLC History No change 1,241 235 0.07% 0.07% 1160 0 0.0% Q2 2026 Jul 20, 2026
RFG Advisory, LLC History No change 1,237 234 0.0% 0.0% 1161 0 0.0% Q2 2026 Jul 15, 2026
Trust Point Inc. History No change 1,238 234 0.02% 0.02% 1162 0 0.0% Q2 2026 Jul 08, 2026
Garner Asset Management Corp History No change 1,235 234 0.08% 0.08% 1163 0 0.0% Q2 2026 Aug 07, 2026
4J Wealth Management LLC History No change 1,236 234 0.11% 0.11% 1164 0 0.0% Q2 2026 Jul 21, 2026
TOMPKINS FINANCIAL CORP History No change 1,445 233 0.02% 0.02% 1165 0 0.0% Q3 2026 Oct 05, 2026
Ledyard National Bank History No change 1,229 233 0.02% 0.02% 1166 0 0.0% Q2 2026 Jul 16, 2026
Keystone Financial Group History No change 1,232 233 0.01% 0.01% 1167 0 0.0% Q2 2026 Jul 29, 2026
Quadrant Private Wealth Management, LLC History No change 1,224 232 0.05% 0.05% 1168 0 0.0% Q2 2026 Jul 30, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 1,228 232 0.05% 0.05% 1169 0 0.0% Q2 2026 Aug 13, 2026
Abacus Planning Group, Inc. History No change 1,223 231 0.03% 0.03% 1170 0 0.0% Q2 2026 Jul 20, 2026
Portfolio Design Labs, LLC History No change 1,220 231 0.04% 0.04% 1171 0 0.0% Q2 2026 Aug 11, 2026
ASPIRIANT, LLC History No change 1,217 230 0.01% 0.01% 1172 0 0.0% Q2 2026 Jul 20, 2026
Northstar Group, Inc. History No change 1,216 230 0.03% 0.03% 1173 0 0.0% Q2 2026 Aug 03, 2026
COWA, LLC History No change 1,218 230 0.06% 0.06% 1174 0 0.0% Q2 2026 Aug 05, 2026
Wealthfront Advisers LLC History No change 1,203 228 0.0% 0.0% 1175 0 0.0% Q2 2026 Aug 07, 2026
Bedel Financial Consulting, Inc. History No change 1,200 227 0.02% 0.02% 1176 0 0.0% Q2 2026 Jul 29, 2026
Wealth Alliance Advisory Group, LLC History No change 1,200 227 0.03% 0.03% 1177 0 0.0% Q2 2026 Jul 23, 2026
Perpetual Ltd History No change 1,191 225 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 15, 2026
Claro Advisors Inc. History No change 1,185 224 0.02% 0.02% 1179 0 0.0% Q2 2026 Jul 30, 2026
Kapstone Financial Advisors LLC History No change 1,184 224 0.09% 0.09% 1180 0 0.0% Q2 2026 Aug 07, 2026
Seed Wealth Management, Inc. History No change 1,170 221 0.14% 0.14% 1181 0 0.0% Q2 2026 Jul 27, 2026
Farmers & Merchants Trust Co of Long Beach History No change 1,163 220 0.05% 0.05% 1182 0 0.0% Q2 2026 Aug 05, 2026
ACORN CREEK CAPITAL LLC History No change 1,162 220 0.07% 0.07% 1183 0 0.0% Q2 2026 Aug 06, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 1,158 219 0.02% 0.02% 1184 0 0.0% Q2 2026 Jul 29, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 1,159 219 0.03% 0.03% 1185 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Advisors, LLC History No change 1,172 219 0.09% 0.09% 1186 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 1,149 217 0.02% 0.02% 1187 0 0.0% Q2 2026 Jul 28, 2026
Fort Sheridan Advisors LLC History No change 1,140 216 0.02% 0.02% 1188 0 0.0% Q2 2026 Aug 05, 2026
Keebeck Wealth Management History No change 1,151 216 0.02% 0.02% 1189 0 0.0% Q2 2026 Aug 11, 2026
Balboa Wealth Partners History No change 1,141 216 0.03% 0.03% 1190 0 0.0% Q2 2026 Aug 10, 2026
bLong Financial, LLC History No change 1,138 215 0.14% 0.14% 1191 0 0.0% Q2 2026 Jul 21, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 1,134 215 0.1% 0.1% 1192 0 0.0% Q2 2026 Aug 03, 2026
NEVILLE RODIE & SHAW INC History No change 1,318 213 0.01% 0.02% 1193 0 0.0% Q3 2026 Oct 05, 2026
NFSG Corp History No change 1,128 213 0.03% 0.03% 1194 0 0.0% Q2 2026 Aug 14, 2026
Alpha Family Trust History No change 1,120 212 0.09% 0.09% 1195 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 1,119 212 0.01% 0.01% 1196 0 0.0% Q2 2026 Jul 31, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,120 212 0.02% 0.02% 1197 0 0.0% Q2 2026 Jul 22, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,121 212 0.04% 0.04% 1198 0 0.0% Q2 2026 Jul 17, 2026
Plan Group Financial, LLC History No change 1,121 212 0.04% 0.04% 1199 0 0.0% Q2 2026 Aug 03, 2026
Advus Financial Partners, LLC History No change 1,123 212 0.06% 0.06% 1200 0 0.0% Q2 2026 Oct 02, 2026
Seelaus Asset Management LLC History No change 1,120 211 0.15% 0.15% 1201 0 0.0% Q2 2026 Jul 16, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History No change 1,108 210 0.13% 0.13% 1202 0 0.0% Q2 2026 Aug 12, 2026
Compass Ion Advisors, LLC History No change 1,110 210 0.02% 0.02% 1203 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 1,109 210 0.02% 0.02% 1204 0 0.0% Q2 2026 Jul 22, 2026
Cascade Financial Partners, LLC History No change 1,109 210 0.02% 0.02% 1205 0 0.0% Q2 2026 Aug 04, 2026
BLVD Private Wealth, LLC History No change 1,110 210 0.16% 0.16% 1206 0 0.0% Q2 2026 Jul 23, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,107 209 0.06% 0.06% 1207 0 0.0% Q2 2026 Jul 30, 2026
Aureus Asset Management, LLC History No change 1,105 209 0.01% 0.01% 1208 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History No change 1,106 209 0.01% 0.01% 1209 0 0.0% Q2 2026 Aug 03, 2026
Precision Wealth Strategies, LLC History No change 1,104 209 0.06% 0.06% 1210 0 0.0% Q2 2026 Aug 10, 2026
American Trust History No change 1,103 209 0.02% 0.02% 1211 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Trust, LLC History No change 1,096 207 0.19% 0.19% 1212 0 0.0% Q2 2026 Aug 11, 2026
CHAPIN DAVIS, INC. History Reduced 1,277 206 0.04% 0.05% 1213 -80 -5.9% Q3 2026 Oct 08, 2026
RDA Financial Network History No change 1,085 205 0.04% 0.04% 1214 0 0.0% Q2 2026 Jul 06, 2026
Vann Equity Management LLC History Added to 1,266 204 0.12% 0.14% 1217 +30 2.43% Q3 2026 Oct 07, 2026
Providence Wealth Advisors, LLC History No change 1,047 204 0.12% 0.12% 1215 0 0.0% Q2 2026 Jul 29, 2026
Tower Wealth Partners, Inc. History No change 1,076 204 0.1% 0.1% 1216 0 0.0% Q2 2026 Aug 12, 2026
MPS Loria Financial Planners, LLC History No change 1,070 202 0.05% 0.05% 1218 0 0.0% Q2 2026 Jul 30, 2026
Avid Wealth Partners LLC History No change 1,068 202 0.1% 0.1% 1219 0 0.0% Q2 2026 Aug 03, 2026
Hidden Cove Wealth Management, LLC History No change 1,065 201 0.11% 0.11% 1220 0 0.0% Q2 2026 Jul 21, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 1,076 201 0.04% 0.04% 1221 0 0.0% Q2 2026 Jul 27, 2026
Lakeridge Wealth Management LLC History No change 1,056 200 0.07% 0.07% 1222 0 0.0% Q2 2026 Jul 14, 2026
Knuff & Co LLC History No change 1,050 199 0.05% 0.05% 1223 0 0.0% Q2 2026 Aug 10, 2026
WPG Advisers, LLC History No change 1,054 199 0.12% 0.12% 1224 0 0.0% Q2 2026 Aug 05, 2026
Penserra Capital Management LLC History No change 1,049 198 0.0% 0.0% 1225 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 1,022 193 0.0% 0.0% 1226 0 0.0% Q2 2026 Jul 14, 2026
Quantbot Technologies LP History No change 1,009 191 0.01% 0.01% 1227 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Advisors / MI History No change 1,002 190 0.01% 0.01% 1228 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 1,003 184 0.02% 0.02% 1229 0 0.0% Q2 2026 Aug 07, 2026
Wilkerson Advisory Group LLC History No change 974 184 0.06% 0.06% 1230 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 967 183 0.01% 0.01% 1231 0 0.0% Q2 2026 Jul 23, 2026
Capital Analysts, LLC History No change 962 181 0.0% 0.0% 1232 0 0.0% Q2 2026 Aug 05, 2026
STEMPOINT CAPITAL LP History No change 25,000 180 0.03% 0.03% 1233 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History Reduced 1,092 176 0.0% 0.02% 1234 -5,000 -82.07% Q3 2026 Oct 05, 2026
Financial Perspectives, Inc History No change 932 176 0.04% 0.04% 1235 0 0.0% Q2 2026 Jul 24, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 896 169 0.06% 0.06% 1236 0 0.0% Q2 2026 Jul 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 887 168 0.0% 0.0% 1237 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 879 166 0.01% 0.01% 1238 0 0.0% Q2 2026 Sep 04, 2026
Accent Capital Management, LLC History No change 878 166 0.07% 0.07% 1239 0 0.0% Q2 2026 Aug 12, 2026
Continuum Advisory, LLC History No change 875 165 0.01% 0.01% 1240 0 0.0% Q2 2026 Aug 06, 2026
FINANCIAL CONSULATE, INC History No change 870 164 0.02% 0.02% 1241 0 0.0% Q2 2026 Jul 23, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 820 155 0.01% 0.01% 1242 0 0.0% Q2 2026 Aug 11, 2026
Princeton Global Asset Management LLC History No change 828 154 0.02% 0.02% 1243 0 0.0% Q2 2026 Jul 16, 2026
MANNING & NAPIER ADVISORS LLC History No change 801 152 0.0% 0.0% 1244 0 0.0% Q2 2026 Aug 13, 2026
Dixon Mitchell Investment Counsel Inc. History No change 804 152 0.0% 0.0% 1245 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 798 151 0.0% 0.0% 1246 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 779 147 0.02% 0.02% 1247 0 0.0% Q2 2026 Jul 27, 2026
Avalon Trust Co History No change 774 146 0.01% 0.01% 1248 0 0.0% Q2 2026 Aug 06, 2026
Corient IA LP History No change 765 145 0.13% 0.13% 1249 0 0.0% Q2 2026 Aug 12, 2026
Luken Investment Analytics, LLC History No change 750 142 0.05% 0.05% 1250 0 0.0% Q2 2026 Jul 28, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 745 141 0.05% 0.05% 1251 0 0.0% Q2 2026 Jul 22, 2026
NISA INVESTMENT ADVISORS, LLC History No change 721 136 0.0% 0.0% 1252 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 719 135 0.0% 0.0% 1253 0 0.0% Q2 2026 Jul 24, 2026
Greykasell Wealth Strategies, Inc. History No change 690 130 0.05% 0.05% 1254 0 0.0% Q2 2026 Aug 11, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 677 128 0.07% 0.07% 1255 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 661 126 0.02% 0.02% 1256 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 664 125 0.0% 0.0% 1257 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 656 124 0.01% 0.01% 1258 0 0.0% Q2 2026 Jul 28, 2026
Legacies Wealth LLC History No change 645 122 0.07% 0.07% 1259 0 0.0% Q2 2026 Jul 22, 2026
Bruce G. Allen Investments, LLC History No change 633 120 0.08% 0.08% 1260 0 0.0% Q2 2026 Jul 31, 2026
V-Square Quantitative Management LLC History No change 631 119 0.01% 0.01% 1261 0 0.0% Q2 2026 Jul 27, 2026
Towne Trust Company, N.A History No change 612 116 0.04% 0.04% 1262 0 0.0% Q2 2026 Jul 30, 2026
McMillan Office, Inc. History No change 616 116 0.01% 0.01% 1263 0 0.0% Q2 2026 Aug 13, 2026
Hills Bank & Trust Co History No change 602 114 0.0% 0.0% 1264 0 0.0% Q2 2026 Aug 10, 2026
ALERUS FINANCIAL NA History No change 586 111 0.0% 0.0% 1265 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 581 110 0.02% 0.02% 1266 0 0.0% Q2 2026 Sep 02, 2026
Quent Capital, LLC History No change 590 110 0.01% 0.01% 1267 0 0.0% Q2 2026 Aug 07, 2026
First Command Advisory Services, Inc. History No change 584 109 0.0% 0.0% 1268 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History No change 573 109 0.01% 0.01% 1269 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 569 107 0.0% 0.0% 1270 0 0.0% Q2 2026 Jul 24, 2026
New England Capital Financial Advisors LLC History No change 560 106 0.03% 0.03% 1271 0 0.0% Q2 2026 Jul 27, 2026
Axiom Investment Management LLC History No change 557 105 0.07% 0.07% 1272 0 0.0% Q2 2026 Jul 30, 2026
ADIRONDACK TRUST CO History No change 543 102 0.03% 0.03% 1273 0 0.0% Q2 2026 Jul 16, 2026
WEBSTER BANK, N. A. History No change 541 102 0.01% 0.01% 1274 0 0.0% Q2 2026 Jul 20, 2026
Innovative Asset Advisors Group, LLC History No change 540 102 0.04% 0.04% 1275 0 0.0% Q2 2026 Aug 05, 2026
Community Bank, N.A. History No change 532 100 0.01% 0.01% 1276 0 0.0% Q2 2026 Aug 13, 2026
Center for Financial Planning, Inc. History No change 528 100 0.01% 0.01% 1277 0 0.0% Q2 2026 Jul 21, 2026
Investors Research Corp History Reduced 606 97 0.02% 0.02% 1278 -36 -5.61% Q3 2026 Oct 07, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 596 96 0.01% 0.01% 1279 -119 -16.64% Q3 2026 Oct 09, 2026
Aventura Private Wealth, LLC History No change 507 96 0.03% 0.03% 1280 0 0.0% Q2 2026 Jul 15, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 509 95 0.03% 0.03% 1281 0 0.0% Q2 2026 Jul 21, 2026
Strengthening Families & Communities, LLC History No change 506 95 0.02% 0.02% 1282 0 0.0% Q2 2026 Aug 11, 2026
Vanguard National Trust Co History No change 496 94 0.01% 0.01% 1283 0 0.0% Q2 2026 Aug 13, 2026
Asset Planning,Inc History No change 500 94 0.06% 0.06% 1284 0 0.0% Q2 2026 Jul 27, 2026
Hilton Head Capital Partners, LLC History No change 499 94 0.05% 0.05% 1285 0 0.0% Q2 2026 Jul 27, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 500 93 0.0% 0.0% 1286 0 0.0% Q2 2026 Jul 20, 2026
Physician Wealth Advisors, Inc. History No change 492 93 0.01% 0.01% 1287 0 0.0% Q2 2026 Jul 20, 2026
Ares Financial Consulting, LLC History No change 486 92 0.07% 0.07% 1288 0 0.0% Q2 2026 Jul 09, 2026
Anchor Investment Management, LLC History No change 485 91 0.01% 0.01% 1289 0 0.0% Q2 2026 Sep 15, 2026
Centennial Bank/AR/ History No change 480 89 0.03% 0.03% 1290 0 0.0% Q2 2026 Aug 10, 2026
Mechanics Financial Corp History No change 450 84 0.03% 0.03% 1291 0 0.0% Q2 2026 Aug 05, 2026
Financial Management Professionals, Inc. History No change 425 80 0.01% 0.01% 1292 0 0.0% Q2 2026 Jul 09, 2026
Cornerstone Planning Group LLC History No change 477 80 0.01% 0.01% 1293 0 0.0% Q2 2026 Jul 29, 2026
MTM Investment Management, LLC History No change 424 80 0.02% 0.02% 1294 0 0.0% Q2 2026 Aug 03, 2026
Crews Bank & Trust History No change 418 79 0.01% 0.01% 1295 0 0.0% Q2 2026 Jul 16, 2026
Indiana Trust & Investment Management Co History No change 420 78 0.02% 0.02% 1296 0 0.0% Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History No change 408 77 0.02% 0.02% 1297 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 402 76 0.01% 0.01% 1298 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 404 76 0.03% 0.03% 1299 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 465 75 0.0% 0.0% 1302 -54 -10.4% Q3 2026 Oct 08, 2026
Pinnacle Holdings, LLC History No change 400 75 0.02% 0.02% 1300 0 0.0% Q2 2026 Aug 12, 2026
DHJJ Financial Advisors, Ltd. History No change 400 75 0.02% 0.02% 1301 0 0.0% Q2 2026 Jul 24, 2026
Silver Grove Financial Group, Inc. History No change 398 75 0.04% 0.04% 1303 0 0.0% Q2 2026 Aug 13, 2026
Premier Financial Group History No change 375 71 0.01% 0.01% 1304 0 0.0% Q2 2026 Sep 18, 2026
State of Wyoming History No change 370 70 0.01% 0.01% 1305 0 0.0% Q2 2026 Aug 06, 2026
Keating Financial Advisory Services, Inc. History No change 368 69 0.01% 0.01% 1306 0 0.0% Q2 2026 Aug 11, 2026
Heritage Wealth Advisors History No change 357 67 0.0% 0.0% 1307 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. History No change 353 66 0.2% 0.2% 1308 0 0.0% Q2 2026 Jul 14, 2026
BURKETT FINANCIAL SERVICES, LLC History New 403 65 0.02% — 1309 +403 New Q3 2026 Oct 01, 2026
Concord Wealth Partners History No change 335 63 0.01% 0.01% 1310 0 0.0% Q2 2026 Jul 27, 2026
General Partner, Inc. History No change 384 62 0.03% 0.04% 1311 0 0.0% Q3 2026 Oct 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 324 61 0.01% 0.01% 1312 0 0.0% Q2 2026 Jul 13, 2026
VALLEY WEALTH MANAGERS, INC. History No change 374 60 0.0% 0.0% 1313 0 0.0% Q3 2026 Oct 09, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 314 59 0.01% 0.01% 1314 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Bancorp, Inc. History No change 291 54 0.01% 0.01% 1315 0 0.0% Q2 2026 Jul 28, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 287 54 0.02% 0.02% 1316 0 0.0% Q2 2026 Aug 07, 2026
GW&K Investment Management, LLC History No change 282 53 0.0% 0.0% 1317 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Wealth Management, LLC History No change 280 53 0.01% 0.01% 1318 0 0.0% Q2 2026 Jul 30, 2026
Bollard Group LLC History No change 277 52 0.0% 0.0% 1319 0 0.0% Q2 2026 Aug 12, 2026
Archer Investment Corp History No change 269 51 0.01% 0.01% 1320 0 0.0% Q2 2026 Aug 03, 2026
Signature Equity Partners, LLC History No change 270 51 0.02% 0.02% 1321 0 0.0% Q2 2026 Jul 30, 2026
ENTRUST FINANCIAL LLC History No change 274 51 0.03% 0.03% 1322 0 0.0% Q2 2026 Jul 20, 2026
JNBA Financial Advisors History No change 265 50 0.0% 0.0% 1323 0 0.0% Q2 2026 Jul 23, 2026
Dynamic Wealth Strategies, LLC History No change 266 50 0.03% 0.03% 1324 0 0.0% Q2 2026 Jul 23, 2026
Rialto Wealth Management, LLC History No change 251 47 0.01% 0.01% 1325 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 247 46 0.0% 0.0% 1326 0 0.0% Q2 2026 Jul 21, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 243 46 0.01% 0.01% 1327 0 0.0% Q2 2026 Jul 27, 2026
Kozak & Associates, Inc. History No change 253 46 0.01% 0.01% 1328 0 0.0% Q2 2026 Jul 02, 2026
High Note Wealth, LLC History No change 239 45 0.01% 0.01% 1329 0 0.0% Q2 2026 Jul 23, 2026
Addison Advisors LLC History No change 240 45 0.02% 0.02% 1330 0 0.0% Q2 2026 Aug 10, 2026
Estabrook Capital Management History No change 237 44 0.01% 0.01% 1331 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 21,280 42 0.01% 0.01% 1332 0 0.0% Q2 2026 Jul 21, 2026
Dunhill Financial, LLC History No change 214 40 0.01% 0.01% 1333 0 0.0% Q2 2026 Aug 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 208 39 0.01% 0.01% 1334 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 210 39 0.0% 0.0% 1335 0 0.0% Q2 2026 Aug 10, 2026
Atlantic Edge Private Wealth Management, LLC History No change 207 39 0.01% 0.01% 1336 0 0.0% Q2 2026 Jul 23, 2026
Clal Insurance Enterprises Holdings Ltd History No change 206 38 0.0% 0.0% 1337 0 0.0% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 199 37 0.0% 0.0% 1338 0 0.0% Q2 2026 Jul 28, 2026
Avion Wealth History No change 197 37 0.01% 0.01% 1339 0 0.0% Q2 2026 Jul 31, 2026
Acumen Wealth Advisors, LLC History No change 196 37 0.01% 0.01% 1340 0 0.0% Q2 2026 Aug 03, 2026
Abound Wealth Management History No change 197 37 0.01% 0.01% 1341 0 0.0% Q2 2026 Jul 10, 2026
Aventus Investment Advisors, Inc. History No change 235 37 0.03% 0.03% 1342 0 0.0% Q3 2026 Oct 09, 2026
Triumph Capital Management History No change 190 36 0.01% 0.01% 1343 0 0.0% Q2 2026 Jul 20, 2026
Atlatl Advisers LLC History No change 191 36 0.01% 0.01% 1344 0 0.0% Q2 2026 Jul 22, 2026
Allied Private Wealth LLC History No change 186 35 0.02% 0.02% 1345 0 0.0% Q2 2026 Jul 09, 2026
ALBION FINANCIAL GROUP /UT History No change 181 34 0.0% 0.0% 1346 0 0.0% Q2 2026 Jul 22, 2026
Truvestments Capital LLC History No change 182 34 0.01% 0.01% 1347 0 0.0% Q2 2026 Aug 12, 2026
Raleigh Capital Management Inc. History No change 184 34 0.01% 0.01% 1348 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 183 34 0.0% 0.0% 1349 0 0.0% Q2 2026 Aug 13, 2026
Pacific Center for Financial Services History No change 175 33 0.01% 0.01% 1350 0 0.0% Q2 2026 Aug 05, 2026
JPL Wealth Management, LLC History No change 173 32 0.01% 0.01% 1351 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 192 31 0.02% — 1356 +192 New Q3 2026 Oct 09, 2026
BOK Financial Private Wealth, Inc. History No change 164 31 0.0% 0.0% 1352 0 0.0% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History No change 166 31 0.0% 0.0% 1353 0 0.0% Q2 2026 Jul 17, 2026
Cape Investment Advisory, Inc. History No change 168 31 0.01% 0.01% 1354 0 0.0% Q2 2026 Jul 23, 2026
Westfuller Advisors, LLC History No change 168 31 0.01% 0.01% 1355 0 0.0% Q2 2026 Jul 29, 2026
Bell Investment Advisors, Inc History No change 160 30 0.0% 0.0% 1357 0 0.0% Q2 2026 Aug 06, 2026
Quarry LP History No change 165 30 0.0% 0.0% 1358 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 160 30 0.03% 0.03% 1359 0 0.0% Q2 2026 Aug 11, 2026
TFC Financial Management, Inc. History No change 153 29 0.0% 0.0% 1360 0 0.0% Q2 2026 Jul 23, 2026
Principia Wealth Advisory, LLC History No change 153 29 0.01% 0.01% 1361 0 0.0% Q2 2026 Aug 26, 2026
Whipplewood Advisors, LLC History No change 149 28 0.02% 0.02% 1362 0 0.0% Q2 2026 Jul 27, 2026
Fourth Dimension Wealth, LLC History No change 143 27 0.01% 0.01% 1363 0 0.0% Q2 2026 Jul 31, 2026
Park Place Capital Corp History No change 140 26 0.0% 0.0% 1364 0 0.0% Q2 2026 Aug 13, 2026
Jackson, Grant Investment Advisers, Inc. History No change 134 25 0.01% 0.01% 1365 0 0.0% Q2 2026 Jul 31, 2026
Mascoma Wealth Management LLC History No change 134 25 0.0% 0.0% 1366 0 0.0% Q2 2026 Jul 24, 2026
True Wealth Design, LLC History No change 137 25 0.01% 0.01% 1367 0 0.0% Q2 2026 Jul 16, 2026
Nemes Rush Group LLC History No change 135 25 0.0% 0.0% 1368 0 0.0% Q2 2026 Aug 14, 2026
Hickory Point Bank & Trust History No change 150 24 0.01% 0.02% 1369 0 0.0% Q3 2026 Oct 01, 2026
Roxbury Financial LLC History No change 151 24 0.02% 0.02% 1370 0 0.0% Q3 2026 Oct 01, 2026
Itau Unibanco Holding S.A. History No change 122 23 0.0% 0.0% 1371 0 0.0% Q2 2026 Aug 14, 2026
Pingora Partners LLC History No change 125 23 0.01% 0.01% 1372 0 0.0% Q2 2026 Aug 14, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 114 22 0.02% 0.02% 1373 0 0.0% Q2 2026 Aug 18, 2026
1 NORTH WEALTH SERVICES LLC History No change 120 22 0.01% 0.01% 1374 0 0.0% Q2 2026 Aug 03, 2026
Measured Wealth Private Client Group, LLC History No change 117 22 0.01% 0.01% 1375 0 0.0% Q2 2026 Aug 10, 2026
Synergy Investment Management, LLC History No change 131 22 0.01% 0.01% 1376 0 0.0% Q2 2026 Aug 14, 2026
PROSPERITY BANCSHARES INC History No change 116 21 0.01% 0.01% 1377 0 0.0% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 113 21 0.0% 0.0% 1378 0 0.0% Q2 2026 Aug 06, 2026
American Capital Advisory, LLC History No change 113 21 0.01% 0.01% 1379 0 0.0% Q2 2026 Jul 28, 2026
United Financial Planning Group LLC History No change 111 21 0.01% 0.01% 1380 0 0.0% Q2 2026 Aug 06, 2026
Fairscale Capital, LLC History No change 106 20 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 07, 2026
Millstone Evans Group, LLC History No change 107 20 0.01% 0.01% 1382 0 0.0% Q2 2026 Aug 11, 2026
Kilter Group LLC History No change 108 20 0.01% 0.01% 1383 0 0.0% Q2 2026 Aug 11, 2026
KERR FINANCIAL PLANNING Corp History No change 110 20 0.02% 0.02% 1384 0 0.0% Q2 2026 Jul 02, 2026
Robinswood Financial LLC History No change 109 20 0.01% 0.01% 1385 0 0.0% Q2 2026 Jul 14, 2026
Lloyd Advisory Services, LLC. History No change 105 19 0.01% 0.01% 1386 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Financial Management LLC History No change 101 19 0.02% 0.02% 1387 0 0.0% Q2 2026 Aug 28, 2026
Costello Asset Management, INC History No change 100 18 0.01% 0.01% 1388 0 0.0% Q2 2026 Jul 28, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 99 18 0.01% 0.01% 1389 0 0.0% Q2 2026 Jul 22, 2026
Corsicana & Co. History No change 100 18 0.01% 0.01% 1390 0 0.0% Q2 2026 Jul 24, 2026
Morton Brown Family Wealth, LLC History No change 97 18 0.0% 0.0% 1391 0 0.0% Q2 2026 Jul 21, 2026
Arlington Trust Co LLC History No change 97 18 0.0% 0.0% 1392 0 0.0% Q2 2026 Jul 07, 2026
ABOUND FINANCIAL, LLC History No change 100 18 0.01% 0.01% 1393 0 0.0% Q2 2026 Aug 14, 2026
Hughes Financial Services, LLC History No change 95 18 0.0% 0.0% 1394 0 0.0% Q2 2026 Jul 20, 2026
GoalVest Advisory LLC History New 111 17 0.0% — 1396 +111 New Q3 2026 Oct 02, 2026
SJS Investment Consulting Inc. History No change 93 17 0.0% 0.0% 1395 0 0.0% Q2 2026 Jul 22, 2026
Core Capital Management & Research, inc. History No change 100 16 0.01% 0.01% 1397 0 0.0% Q2 2026 Sep 09, 2026
Wiser Advisor Group LLC History No change 86 16 0.02% 0.02% 1398 0 0.0% Q2 2026 Aug 14, 2026
MJT & Associates Financial Advisory Group, Inc. History Added to 96 15 0.01% 0.01% 1401 +30 45.45% Q3 2026 Oct 07, 2026
Lodestone Wealth Management LLC History No change 81 15 0.01% 0.01% 1399 0 0.0% Q2 2026 Jul 23, 2026
WealthCollab, LLC History No change 82 15 0.01% 0.01% 1400 0 0.0% Q2 2026 Aug 10, 2026
MCDONALD PARTNERS LLC History No change 75 14 0.0% 0.0% 1402 0 0.0% Q2 2026 Jul 28, 2026
VISION FINANCIAL MARKETS LLC History No change 76 14 0.01% 0.01% 1403 0 0.0% Q2 2026 Jul 24, 2026
MCF Advisors LLC History No change 75 14 0.0% 0.0% 1404 0 0.0% Q2 2026 Aug 12, 2026
MV CAPITAL MANAGEMENT, INC. History No change 77 14 0.0% 0.0% 1405 0 0.0% Q2 2026 Jul 30, 2026
HOEY INVESTMENTS, INC History No change 77 14 0.0% 0.0% 1406 0 0.0% Q2 2026 Jul 27, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 84 13 0.01% — 1410 +84 New Q3 2026 Oct 09, 2026
RMG Wealth Management LLC History No change 87 13 0.0% 0.0% 1407 0 0.0% Q2 2026 Aug 13, 2026
Smallwood Wealth Investment Management, LLC History No change 71 13 0.01% 0.01% 1408 0 0.0% Q2 2026 Jul 23, 2026
Tripletail Wealth Management, LLC History No change 71 13 0.01% 0.01% 1409 0 0.0% Q2 2026 Aug 14, 2026
FIRST COMMUNITY TRUST NA History No change 75 12 0.0% 0.01% 1411 0 0.0% Q3 2026 Oct 07, 2026
Kennebec Savings Bank History No change 65 12 0.01% 0.01% 1412 0 0.0% Q2 2026 Jul 13, 2026
Byrne Asset Management LLC History Reduced 72 11 0.01% 0.01% 1413 -75 -51.02% Q3 2026 Oct 06, 2026
Quest 10 Wealth Builders, Inc. History No change 61 11 0.01% 0.01% 1414 0 0.0% Q2 2026 Jul 24, 2026
Planning Strategies Inc. History New 66 10 0.01% — 1421 +66 New Q3 2026 Oct 02, 2026
BARD ASSOCIATES INC History No change 56 10 0.0% 0.0% 1415 0 0.0% Q2 2026 Aug 11, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 57 10 0.02% 0.02% 1416 0 0.0% Q2 2026 Aug 13, 2026
PFS Partners, LLC History No change 55 10 0.0% 0.0% 1417 0 0.0% Q2 2026 Jul 20, 2026
Valued Wealth Advisors LLC History No change 58 10 0.0% 0.0% 1418 0 0.0% Q2 2026 Jul 20, 2026
Strive Financial Group ,LLC History No change 58 10 0.0% 0.0% 1419 0 0.0% Q2 2026 Aug 14, 2026
NBH Bank History No change 55 10 0.0% 0.0% 1420 0 0.0% Q2 2026 Aug 14, 2026
S&T BANK/PA History No change 51 9 0.0% 0.0% 1422 0 0.0% Q2 2026 Aug 12, 2026
PETERSON WEALTH MANAGEMENT History No change 50 9 0.0% 0.0% 1423 0 0.0% Q2 2026 Jul 30, 2026
WOLFF WIESE MAGANA LLC History No change 52 9 0.0% 0.0% 1424 0 0.0% Q2 2026 Jul 13, 2026
Washington Trust Advisors, Inc. History No change 53 9 0.0% 0.0% 1425 0 0.0% Q2 2026 Jul 29, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 46 8 0.0% 0.0% 1426 0 0.0% Q2 2026 Aug 05, 2026
Plante Moran Financial Advisors, LLC History No change 47 8 0.0% 0.0% 1427 0 0.0% Q2 2026 Aug 06, 2026
First Pacific Financial History No change 47 8 0.0% 0.0% 1428 0 0.0% Q2 2026 Jul 20, 2026
Commonwealth Retirement Investments LLC History No change 47 8 0.0% 0.0% 1429 0 0.0% Q2 2026 Aug 03, 2026
Sachetta, LLC History No change 45 8 0.0% 0.0% 1430 0 0.0% Q2 2026 Jul 15, 2026
Park Square Financial Group, LLC History No change 43 8 0.07% 0.07% 1431 0 0.0% Q2 2026 Jul 31, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 37 7 0.01% 0.01% 1432 0 0.0% Q2 2026 Aug 04, 2026
Minot DeBlois Advisors LLC History No change 37 7 0.01% 0.01% 1433 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 40 7 0.0% 0.0% 1434 0 0.0% Q2 2026 Aug 11, 2026
Stone House Investment Management, LLC History No change 39 7 0.0% 0.0% 1435 0 0.0% Q2 2026 Aug 05, 2026
Global Trust Asset Management, LLC History No change 39 7 0.0% 0.0% 1436 0 0.0% Q2 2026 Aug 03, 2026
Elevated Capital Advisors, LLC History No change 39 7 0.0% 0.0% 1437 0 0.0% Q2 2026 Aug 03, 2026
Gleason Group, Inc. History No change 40 7 0.0% 0.0% 1438 0 0.0% Q2 2026 Jul 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 38 7 0.0% 0.0% 1439 0 0.0% Q2 2026 Jul 17, 2026
Peterson Wealth Services History No change 42 7 0.0% 0.0% 1440 0 0.0% Q2 2026 Jul 27, 2026
Olistico Wealth, LLC History No change 44 7 0.0% 0.0% 1441 0 0.0% Q3 2026 Oct 05, 2026
Burk Holdings LLC History No change 39 7 0.0% 0.0% 1442 0 0.0% Q2 2026 Aug 12, 2026
Downshift Financial, LLC History No change 42 7 0.0% 0.0% 1443 0 0.0% Q2 2026 Aug 12, 2026
Vermillion Wealth Management, Inc. History No change 34 6 0.0% 0.0% 1444 0 0.0% Q2 2026 Jul 15, 2026
CX Institutional History No change 40 6 0.0% 0.0% 1445 0 0.0% Q3 2026 Oct 02, 2026
WEST PACES ADVISORS INC. History No change 36 6 0.0% 0.0% 1446 0 0.0% Q2 2026 Jul 17, 2026
Dogwood Wealth Management LLC History No change 32 6 0.0% 0.0% 1447 0 0.0% Q2 2026 Jul 06, 2026
CITY HOLDING CO History No change 28 5 0.0% 0.0% 1448 0 0.0% Q2 2026 Jul 10, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 27 5 0.0% 0.0% 1449 0 0.0% Q2 2026 Sep 18, 2026
St. Johns Investment Management Company, LLC History No change 29 5 0.0% 0.0% 1450 0 0.0% Q2 2026 Aug 03, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 27 5 0.0% 0.0% 1451 0 0.0% Q2 2026 Jul 24, 2026
LifeSteps Financial, Inc. History No change 29 5 0.0% 0.0% 1452 0 0.0% Q2 2026 Jul 17, 2026
CVA Family Office, LLC History No change 28 5 0.0% 0.0% 1453 0 0.0% Q2 2026 Aug 07, 2026
Kingdom Financial Group LLC. History No change 27 5 0.0% 0.0% 1454 0 0.0% Q2 2026 Aug 07, 2026
Tidemark, LLC History No change 27 5 0.0% 0.0% 1455 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 29 5 0.0% 0.0% 1456 0 0.0% Q2 2026 Jul 21, 2026
TOWER TRUST & INVESTMENT Co History No change 31 5 0.0% 0.0% 1457 0 0.0% Q2 2026 Jul 09, 2026
PlanVest Financial, Inc History No change 28 5 0.0% 0.0% 1458 0 0.0% Q2 2026 Aug 10, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 25 4 0.0% 0.0% 1459 0 0.0% Q2 2026 Jul 27, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 21 4 0.0% 0.0% 1460 0 0.0% Q2 2026 Jul 21, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 22 4 0.0% 0.0% 1461 0 0.0% Q2 2026 Aug 13, 2026
HighMark Wealth Management LLC History No change 26 4 0.0% 0.0% 1462 0 0.0% Q2 2026 Aug 12, 2026
Imprint Wealth LLC History No change 22 4 0.02% 0.02% 1463 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Securities, Inc. History No change 23 4 0.0% 0.0% 1464 0 0.0% Q2 2026 Aug 11, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 24 4 0.0% 0.0% 1465 0 0.0% Q2 2026 Jul 20, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 24 4 0.0% 0.0% 1466 0 0.0% Q2 2026 Aug 07, 2026
Vision Retirement, LLC History No change 25 4 0.0% 0.0% 1467 0 0.0% Q2 2026 Jul 21, 2026
DT Investment Partners, LLC History No change 20 3 0.0% 0.0% 1468 0 0.0% Q2 2026 Jul 27, 2026
Winch Advisory Services, LLC History No change 21 3 0.0% 0.0% 1469 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 16 3 0.0% 0.0% 1470 0 0.0% Q2 2026 Jul 20, 2026
BFSG, LLC History No change 18 3 0.0% 0.0% 1471 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Wealth Advisory Group, LLC History No change 20 3 0.0% 0.0% 1472 0 0.0% Q2 2026 Aug 06, 2026
Cedar Mountain Advisors, LLC History No change 19 3 0.0% 0.0% 1473 0 0.0% Q2 2026 Jul 02, 2026
Creative Capital Management Investments LLC History No change 21 3 0.0% 0.0% 1474 0 0.0% Q2 2026 Jul 24, 2026
Trifecta Capital Advisors, LLC History No change 19 3 0.0% 0.0% 1475 0 0.0% Q2 2026 Aug 03, 2026
Buck Wealth Strategies, LLC History No change 19 3 0.0% 0.0% 1476 0 0.0% Q2 2026 Jul 30, 2026
Decker Retirement Planning Inc. History No change 18 3 0.0% 0.0% 1477 0 0.0% Q2 2026 Jul 16, 2026
Hara Capital LLC History No change 20 3 0.0% 0.0% 1478 0 0.0% Q2 2026 Aug 11, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 19 3 0.0% 0.0% 1479 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 17 3 0.0% 0.0% 1480 0 0.0% Q2 2026 Aug 07, 2026
Strategic Wealth Advisors LLC History No change 35 3 0.0% 0.0% 1481 0 0.0% Q2 2026 Aug 07, 2026
BAYBAN History No change 20 3 0.0% 0.0% 1482 0 0.0% Q2 2026 Jul 30, 2026
Essential Partners LLC History No change 17 3 0.0% 0.0% 1483 0 0.0% Q2 2026 Aug 10, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 15 2 0.0% 0.0% 1484 -22 -59.46% Q3 2026 Oct 08, 2026
Noble Wealth Management PBC History Added to 13 2 0.0% 0.0% 1490 +6 85.71% Q3 2026 Oct 01, 2026
CKW FINANCIAL GROUP History No change 12 2 0.0% 0.0% 1485 0 0.0% Q2 2026 Jul 24, 2026
Inspire Investing, LLC History No change 14 2 0.0% 0.0% 1486 0 0.0% Q2 2026 Aug 12, 2026
Coston, McIsaac & Partners History No change 15 2 0.0% 0.0% 1487 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 14 2 0.0% 0.0% 1488 0 0.0% Q3 2026 Oct 07, 2026
UNION SAVINGS BANK History No change 15 2 0.0% 0.0% 1489 0 0.0% Q2 2026 Jul 23, 2026
Monetary Solutions, Ltd History No change 13 2 0.0% 0.0% 1491 0 0.0% Q2 2026 Jul 23, 2026
Bullock Wealth Management Group History New 10 1 0.0% — 1501 +10 New Q3 2026 Oct 09, 2026
Solstein Capital, LLC History No change 9 1 0.0% 0.0% 1492 0 0.0% Q2 2026 Aug 12, 2026
Delos Wealth Advisors, LLC History No change 9 1 0.0% 0.0% 1493 0 0.0% Q2 2026 Aug 14, 2026
Fortitude Family Office, LLC History No change 6 1 0.0% 0.0% 1494 0 0.0% Q2 2026 Jul 20, 2026
Gold Investment Management Ltd. History No change 10 1 0.0% 0.0% 1495 0 0.0% Q2 2026 Aug 05, 2026
Mosley Wealth Management History No change 10 1 0.0% 0.0% 1496 0 0.0% Q2 2026 Jul 23, 2026
Copia Wealth Management History No change 9 1 0.0% 0.0% 1497 0 0.0% Q2 2026 Aug 17, 2026
Wealth Enhancement Trust Services, Inc. History No change 12 1 0.0% 0.0% 1498 0 0.0% Q3 2026 Oct 07, 2026
Benson Wealth Management INC History No change 8 1 0.0% 0.0% 1499 0 0.0% Q2 2026 Aug 10, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 6 1 0.0% 0.0% 1500 0 0.0% Q2 2026 Aug 14, 2026
Cadent Capital Advisors, LLC History Closed out 0 0 — 0.39% — -10,077 -100.0% Q3 2026 Oct 09, 2026
Central Pacific Bank - Trust Division History Closed out 0 0 — 0.1% — -5,179 -100.0% Q3 2026 Oct 05, 2026
AVITY INVESTMENT MANAGEMENT INC. History Closed out 0 0 — 0.03% — -2,635 -100.0% Q3 2026 Oct 09, 2026
Veracity Capital LLC History Closed out 0 0 — 0.08% — -1,623 -100.0% Q3 2026 Oct 08, 2026
KFA Private Wealth Group, LLC History Closed out 0 0 — 0.06% — -1,212 -100.0% Q3 2026 Oct 07, 2026
DAVIDSON TRUST CO History Closed out 0 0 — 0.09% — -1,211 -100.0% Q3 2026 Oct 09, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -21 -100.0% Q3 2026 Oct 01, 2026
Trust Co History No change 5 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Darwin Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Cordant, Inc. History No change 2 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
Ascentis Independent Advisors History No change 2 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Operose Advisors LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
LAM GROUP, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Financial Life Planners History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Godfrey Financial Associates, Inc. History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Sunrise Financial Services, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 12, 2026