BARCLAYS PLC - BCS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 93,904,423 | 2,522,272 | 0.75% | 0.75% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 15,791,741 | 424,136 | 0.5% | 0.5% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 15,259,089 | 409,859 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORGES BANK | History | No change | 11,250,000 | 302,175 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 9,748,660 | 261,849 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 8,008,779 | 215,115 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,000,077 | 214,882 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,589,769 | 205,711 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 7,184,522 | 192,976 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,994,045 | 186,881 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,530,442 | 158,493 | 0.03% | 0.03% | 11 | +67,254 | 1.04% | Q3 2026 | Nov 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,102,318 | 137,049 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,775,813 | 128,278 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,367,868 | 117,320 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 3,975,718 | 106,787 | 1.16% | 1.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,454,350 | 92,783 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,297,371 | 88,567 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,177,495 | 85,347 | 0.47% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,143,962 | 84,446 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 2,970,106 | 79,777 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,804,383 | 75,324 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,587,965 | 69,512 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 2,288,312 | 61,464 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,206,641 | 59,270 | 0.11% | 0.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 2,427,806 | 58,923 | 1.07% | 1.28% | 25 | -252,058 | -9.41% | Q3 2026 | Oct 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,910,613 | 51,319 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,801,347 | 48,384 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,688,920 | 45,365 | 0.31% | 0.31% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Main Street Research LLC | History | No change | 1,621,490 | 43,553 | 2.06% | 2.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 1,612,648 | 43,315 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 1,444,468 | 38,798 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,437,042 | 38,598 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,423,988 | 38,248 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,420,489 | 38,154 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 1,360,879 | 36,553 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 1,200,203 | 29,128 | 0.35% | 0.39% | 36 | +19,795 | 1.68% | Q3 2026 | Oct 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,049,459 | 28,188 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | No change | 1,000,000 | 26,860 | 0.69% | 0.69% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 985,698 | 26,475 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 953,596 | 25,613 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 920,411 | 24,722 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 902,011 | 24,228 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Symmetry Investments LP | History | No change | 874,200 | 23,481 | 1.59% | 1.59% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | No change | 865,699 | 23,252 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 2,283,137 | 21,951 | 0.34% | 0.34% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 756,039 | 20,307 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 755,539 | 20,293 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 816,123 | 19,807 | 0.72% | 0.73% | 48 | -9,630 | -1.17% | Q3 2026 | Oct 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 736,788 | 19,790 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 720,643 | 19,356 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 684,472 | 18,384 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 666,231 | 17,894 | 0.44% | 0.44% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 658,063 | 17,675 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 611,390 | 16,840 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | No change | 577,210 | 15,503 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invesco Ltd. | History | No change | 546,682 | 14,683 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 605,159 | 14,305 | 0.02% | 0.03% | 57 | -3,914 | -0.64% | Q3 2026 | Nov 04, 2026 |
| Trexquant Investment LP | History | No change | 520,293 | 13,975 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gator Capital Management, LLC | History | No change | 513,345 | 13,788 | 2.89% | 2.89% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 493,965 | 13,267 | 1.33% | 1.33% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Added to | 520,267 | 12,626 | 0.01% | 0.01% | 61 | +35,140 | 7.24% | Q3 2026 | Nov 02, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 504,332 | 12,240 | 0.49% | 0.61% | 62 | -16,530 | -3.17% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 454,601 | 12,210 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 439,546 | 11,806 | 0.1% | 0.1% | 64 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Qube Research & Technologies Ltd | History | No change | 426,997 | 11,469 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 419,371 | 11,264 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMC-Chicago, LLC | History | No change | 414,497 | 11,133 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RBF Capital, LLC | History | No change | 400,000 | 10,744 | 0.45% | 0.45% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ACR Alpine Capital Research, LLC | History | Reduced | 430,000 | 10,436 | 0.14% | 0.17% | 69 | -24,000 | -5.29% | Q3 2026 | Nov 02, 2026 |
| GROUP ONE TRADING LLC | History | No change | 375,700 | 10,091 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 369,624 | 9,928 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 368,120 | 9,887 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 392,130 | 9,516 | 1.73% | 1.88% | 73 | -4,707 | -1.19% | Q3 2026 | Oct 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 340,142 | 9,136 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 337,776 | 9,072 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 337,452 | 9,063 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 332,203 | 8,922 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | No change | 326,445 | 8,768 | 0.3% | 0.3% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 318,822 | 8,563 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 344,872 | 8,370 | 0.78% | 0.86% | 80 | +27,922 | 8.81% | Q3 2026 | Nov 04, 2026 |
| Callan Family Office, LLC | History | No change | 306,117 | 8,222 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 305,135 | 8,195 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 295,930 | 7,948 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | Added to | 327,112 | 7,939 | 0.01% | 0.01% | 84 | +30,743 | 10.37% | Q3 2026 | Oct 21, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 292,061 | 7,844 | 0.26% | 0.26% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 288,194 | 7,740 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 282,359 | 7,584 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 274,427 | 7,371 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Greenwich Wealth Management LLC | History | No change | 272,283 | 7,314 | 0.27% | 0.27% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 266,490 | 7,157 | 0.11% | 0.11% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cetera Investment Advisers | History | No change | 262,069 | 7,039 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 258,597 | 6,945 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighTower Advisors, LLC | History | No change | 257,307 | 6,911 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farringdon Capital, Ltd. | History | No change | 251,211 | 6,747 | 3.34% | 3.34% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 274,800 | 6,669 | 0.0% | 0.0% | 95 | -30,800 | -10.08% | Q3 2026 | Nov 04, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 245,801 | 6,602 | 0.18% | 0.18% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 254,853 | 6,185 | 0.2% | 0.23% | 97 | -585 | -0.23% | Q3 2026 | Nov 02, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 251,502 | 6,103 | 0.08% | 0.09% | 98 | -13,068 | -4.94% | Q3 2026 | Oct 21, 2026 |
| Nuveen, LLC | History | No change | 225,422 | 6,054 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | No change | 207,000 | 5,560 | 1.12% | 1.12% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 204,986 | 5,505 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | Reduced | 225,795 | 5,480 | 0.08% | 0.08% | 102 | -2,379 | -1.04% | Q3 2026 | Oct 08, 2026 |
| Ethic Inc. | History | Added to | 217,736 | 5,284 | 0.06% | 0.07% | 103 | +20,959 | 10.65% | Q3 2026 | Nov 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 191,650 | 5,147 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 185,106 | 4,971 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 184,104 | 4,945 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 179,081 | 4,810 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Trading LLC | History | No change | 172,237 | 4,626 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 169,118 | 4,542 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 179,334 | 4,352 | 0.05% | 0.06% | 110 | -25,621 | -12.5% | Q3 2026 | Oct 27, 2026 |
| Squarepoint Ops LLC | History | No change | 156,581 | 4,205 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 155,821 | 4,185 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 153,563 | 4,125 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 150,499 | 4,042 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capricorn Fund Managers Ltd | History | New | 165,701 | 4,021 | 0.38% | — | 115 | +165,701 | New | Q3 2026 | Nov 03, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 149,149 | 4,006 | 0.24% | 0.24% | 116 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GKV Capital Management Co., Inc. | History | No change | 146,923 | 3,946 | 1.27% | 1.27% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Triasima Portfolio Management inc. | History | Reduced | 162,380 | 3,940 | 0.52% | 0.66% | 118 | -19,865 | -10.9% | Q3 2026 | Oct 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 158,286 | 3,841 | 0.45% | 0.53% | 119 | -6,925 | -4.19% | Q3 2026 | Oct 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 138,462 | 3,718 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 151,077 | 3,666 | 0.03% | — | 121 | +151,077 | New | Q3 2026 | Oct 28, 2026 |
| Strategic Global Advisors, LLC | History | No change | 129,314 | 3,657 | 0.52% | 0.52% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stamos Capital Partners, L.P. | History | No change | 134,871 | 3,622 | 0.56% | 0.56% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 133,696 | 3,591 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 133,234 | 3,578 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 131,030 | 3,519 | 0.58% | 0.58% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 153,993 | 3,512 | 0.05% | 0.07% | 127 | +13,953 | 9.96% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 153,993 | 3,512 | 0.05% | 0.07% | 128 | +13,953 | 9.96% | Q3 2026 | Oct 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 151,454 | 3,492 | 0.09% | 0.11% | 129 | -2 | -0.0% | Q3 2026 | Oct 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 128,042 | 3,439 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 125,997 | 3,384 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 124,618 | 3,347 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | No change | 120,095 | 3,225 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 115,017 | 3,089 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 113,600 | 3,051 | 0.85% | 0.85% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 112,057 | 3,009 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Trust Co | History | No change | 107,900 | 2,898 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BTC Capital Management, Inc. | History | No change | 107,597 | 2,890 | 0.18% | 0.18% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 106,957 | 2,872 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 106,442 | 2,859 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dorsey Wright & Associates | History | No change | 105,124 | 2,823 | 0.48% | 0.48% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 101,840 | 2,735 | 0.47% | 0.47% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 113,948 | 2,615 | 0.0% | 0.01% | 143 | +4,692 | 4.29% | Q3 2026 | Oct 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 96,343 | 2,587 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EJF Capital LP | History | No change | 94,200 | 2,530 | 1.69% | 1.69% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Naviter Wealth, LLC | History | No change | 91,396 | 2,454 | 0.22% | 0.22% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bluebird Wealth Management LLC | History | No change | 87,548 | 2,351 | 2.04% | 2.04% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 87,038 | 2,337 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Compound Planning, Inc. | History | No change | 83,327 | 2,238 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hedges Asset Management LLC | History | Reduced | 90,500 | 2,196 | 1.53% | 1.67% | 150 | -4,000 | -4.23% | Q3 2026 | Oct 29, 2026 |
| PVG ASSET MANAGEMENT CORP | History | Reduced | 90,376 | 2,193 | 1.5% | 1.41% | 151 | -352 | -0.39% | Q3 2026 | Oct 19, 2026 |
| EARNEST PARTNERS LLC | History | No change | 80,317 | 2,157 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 79,868 | 2,145 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 79,737 | 2,141 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 77,160 | 2,072 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 82,326 | 1,998 | 0.01% | 0.03% | 156 | -90,856 | -52.46% | Q3 2026 | Oct 26, 2026 |
| PEAK6 LLC | History | No change | 74,160 | 1,991 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caprock Group, LLC | History | No change | 73,442 | 1,972 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 79,619 | 1,932 | 0.02% | 0.03% | 159 | -54 | -0.07% | Q3 2026 | Oct 23, 2026 |
| Senator Investment Group LP | History | No change | 67,232 | 1,805 | 0.07% | 0.07% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 67,039 | 1,800 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 66,685 | 1,791 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorShares Investments LLC | History | No change | 63,481 | 1,705 | 0.21% | 0.21% | 163 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jain Global LLC | History | No change | 62,849 | 1,688 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 62,824 | 1,687 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 67,367 | 1,634 | 0.04% | — | 166 | +67,367 | New | Q3 2026 | Oct 16, 2026 |
| RHUMBLINE ADVISERS | History | No change | 60,173 | 1,616 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 59,744 | 1,604 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 59,618 | 1,601 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 57,802 | 1,590 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NICOLET BANKSHARES INC | History | No change | 58,462 | 1,570 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 62,931 | 1,527 | 0.07% | 0.18% | 172 | -51,668 | -45.09% | Q3 2026 | Nov 02, 2026 |
| CSS LLC/IL | History | No change | 56,466 | 1,516 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henry James International Management Inc. | History | Reduced | 61,272 | 1,487 | 0.45% | 0.49% | 174 | -59 | -0.1% | Q3 2026 | Oct 14, 2026 |
| Themes Management Co LLC | History | New | 61,209 | 1,485 | 0.98% | — | 175 | +61,209 | New | Q3 2026 | Oct 29, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 55,040 | 1,478 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 54,571 | 1,465 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 54,333 | 1,459 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 59,449 | 1,442 | 0.07% | 0.08% | 179 | +4,528 | 8.24% | Q3 2026 | Oct 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 58,640 | 1,423 | 0.0% | 0.0% | 180 | +7,097 | 13.77% | Q3 2026 | Nov 04, 2026 |
| Rehmann Capital Advisory Group | History | No change | 52,498 | 1,410 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 51,917 | 1,394 | 0.15% | 0.15% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 50,299 | 1,351 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 49,671 | 1,334 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 54,638 | 1,326 | 0.06% | 0.07% | 185 | +2,030 | 3.86% | Q3 2026 | Oct 13, 2026 |
| DV EQUITIES, LLC | History | No change | 48,694 | 1,307 | 0.19% | 0.19% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 47,065 | 1,264 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 46,621 | 1,252 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 46,008 | 1,235 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 45,188 | 1,213 | 0.09% | 0.09% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Reduced | 48,836 | 1,185 | 0.01% | 0.01% | 191 | -1,811 | -3.58% | Q3 2026 | Oct 28, 2026 |
| Aperture Investors, LLC | History | No change | 43,339 | 1,164 | 0.11% | 0.11% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landmark Wealth Management, LLC | History | No change | 47,900 | 1,162 | 0.28% | 0.31% | 193 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 42,007 | 1,128 | 0.34% | 0.34% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 41,005 | 1,101 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 40,586 | 1,090 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 40,295 | 1,082 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 44,343 | 1,076 | 0.01% | 0.01% | 198 | -4,496 | -9.21% | Q3 2026 | Oct 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 44,091 | 1,070 | 0.01% | 0.01% | 199 | -6,084 | -12.13% | Q3 2026 | Oct 16, 2026 |
| Summit Trail Advisors, LLC | History | No change | 39,686 | 1,065 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 39,591 | 1,063 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 41,431 | 1,005 | 0.02% | 0.02% | 202 | -4,601 | -10.0% | Q3 2026 | Oct 22, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | No change | 37,100 | 996 | 0.11% | 0.11% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 37,041 | 994 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 40,869 | 991 | 0.22% | 0.24% | 205 | -466 | -1.13% | Q3 2026 | Oct 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 40,524 | 983 | 0.01% | 0.01% | 206 | -232 | -0.57% | Q3 2026 | Oct 26, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 35,774 | 960 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 39,550 | 959 | 0.08% | 0.07% | 208 | +12,000 | 43.56% | Q3 2026 | Nov 02, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 39,403 | 956 | 0.1% | 0.11% | 209 | -64 | -0.16% | Q3 2026 | Oct 16, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 39,192 | 951 | 0.11% | 0.12% | 210 | -182 | -0.46% | Q3 2026 | Nov 04, 2026 |
| Baron Wealth Management LLC | History | Reduced | 38,707 | 939 | 0.24% | 0.28% | 211 | -2,140 | -5.24% | Q3 2026 | Oct 27, 2026 |
| SYON CAPITAL LLC | History | No change | 34,667 | 931 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 34,502 | 926 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 34,068 | 915 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 32,343 | 868 | 0.04% | 0.04% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 35,396 | 859 | 0.05% | — | 216 | +35,396 | New | Q3 2026 | Oct 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 35,372 | 858 | 0.08% | 0.1% | 217 | -2,191 | -5.83% | Q3 2026 | Oct 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 31,952 | 858 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Nilsine Partners, LLC | History | Reduced | 35,045 | 850 | 0.06% | 0.07% | 219 | -1,964 | -5.31% | Q3 2026 | Nov 02, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 31,188 | 837 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 30,637 | 822 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jefferies Financial Group Inc. | History | No change | 30,587 | 821 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 33,504 | 813 | 0.01% | 0.01% | 223 | +5,670 | 20.37% | Q3 2026 | Oct 08, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 30,050 | 807 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,149 | 804 | 0.0% | 0.0% | 225 | -2,097 | -5.95% | Q3 2026 | Oct 30, 2026 |
| CITIGROUP INC | History | Reduced | 32,897 | 798 | 0.0% | 0.0% | 226 | -346,818 | -91.34% | Q3 2026 | Nov 04, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 32,598 | 791 | 0.27% | 0.27% | 227 | -69 | -0.21% | Q3 2026 | Oct 16, 2026 |
| M&T BANK CORP | History | No change | 29,264 | 786 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 28,447 | 764 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 28,238 | 758 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | Reduced | 30,271 | 734 | 0.17% | 0.24% | 231 | -5,147 | -14.53% | Q3 2026 | Oct 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 30,064 | 729 | 0.01% | 0.01% | 232 | +922 | 3.16% | Q3 2026 | Oct 21, 2026 |
| Hilltop Holdings Inc. | History | No change | 27,001 | 725 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 25,839 | 719 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WCG Wealth Advisors LLC | History | No change | 26,069 | 700 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 28,807 | 699 | 0.06% | 0.06% | 236 | +2,265 | 8.53% | Q3 2026 | Oct 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,446 | 666 | 0.0% | 0.0% | 237 | +342 | 1.26% | Q3 2026 | Nov 02, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 24,751 | 664 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pure Financial Advisors, LLC | History | No change | 24,663 | 662 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 27,034 | 656 | 0.02% | 0.02% | 240 | +2,919 | 12.1% | Q3 2026 | Oct 28, 2026 |
| Qtron Investments LLC | History | No change | 24,230 | 650 | 0.09% | 0.09% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 24,106 | 647 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,993 | 644 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 26,228 | 636 | 0.01% | 0.01% | 244 | +312 | 1.2% | Q3 2026 | Nov 03, 2026 |
| PDS Planning, Inc | History | Added to | 26,128 | 634 | 0.04% | 0.04% | 245 | +375 | 1.46% | Q3 2026 | Nov 03, 2026 |
| HB Wealth Management, LLC | History | Reduced | 25,786 | 625 | 0.0% | 0.0% | 246 | -1,883 | -6.81% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,633 | 622 | 0.0% | 0.0% | 247 | +641 | 2.56% | Q3 2026 | Nov 02, 2026 |
| DRW Securities, LLC | History | No change | 23,173 | 622 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 25,226 | 612 | 0.32% | 0.36% | 249 | -329 | -1.29% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,981 | 606 | 0.0% | 0.0% | 250 | +11,538 | 85.83% | Q3 2026 | Nov 02, 2026 |
| GAMMA Investing LLC | History | Added to | 24,711 | 599 | 0.02% | 0.02% | 251 | +626 | 2.6% | Q3 2026 | Oct 08, 2026 |
| Ellevest, Inc. | History | No change | 23,555 | 597 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 24,397 | 592 | 0.19% | 0.33% | 253 | -9,872 | -28.81% | Q3 2026 | Oct 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 24,304 | 589 | 0.01% | 0.01% | 254 | -761 | -3.04% | Q3 2026 | Oct 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 23,448 | 569 | 0.01% | 0.01% | 255 | -303 | -1.28% | Q3 2026 | Nov 03, 2026 |
| Oakmont Investment Advisors, Inc. | History | No change | 23,000 | 558 | 0.38% | 0.43% | 256 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 22,582 | 548 | 0.0% | 0.0% | 257 | +2,057 | 10.02% | Q3 2026 | Oct 30, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 22,302 | 541 | 0.02% | 0.03% | 258 | -514 | -2.25% | Q3 2026 | Oct 28, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 22,129 | 537 | 0.0% | 0.0% | 259 | -4,072 | -15.54% | Q3 2026 | Oct 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 19,636 | 527 | 0.07% | 0.07% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Venturi Wealth Management, LLC | History | No change | 19,308 | 518 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| State of Wyoming | History | Reduced | 21,342 | 517 | 0.04% | 0.06% | 262 | -2,140 | -9.11% | Q3 2026 | Oct 28, 2026 |
| Diversified Enterprises, LLC | History | Added to | 21,305 | 517 | 0.02% | 0.03% | 263 | +247 | 1.17% | Q3 2026 | Oct 19, 2026 |
| Blue Trust, Inc. | History | Reduced | 21,007 | 509 | 0.01% | 0.01% | 264 | -15,124 | -41.86% | Q3 2026 | Oct 15, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 18,819 | 505 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 20,669 | 501 | 0.01% | 0.01% | 266 | -1,019 | -4.7% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,594 | 499 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 18,375 | 493 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STATE STREET CORP | History | No change | 18,046 | 484 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 17,739 | 476 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paladin Partners, LLC | History | Added to | 19,607 | 475 | 0.29% | 0.35% | 271 | +164 | 0.84% | Q3 2026 | Oct 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 19,264 | 467 | 0.21% | 0.25% | 272 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Wealth Architects, LLC | History | Reduced | 19,182 | 465 | 0.04% | 0.04% | 273 | -724 | -3.64% | Q3 2026 | Nov 03, 2026 |
| Waverly Advisors, LLC | History | No change | 17,271 | 463 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 18,899 | 458 | 0.01% | 0.01% | 275 | +4,219 | 28.74% | Q3 2026 | Nov 04, 2026 |
| West Family Investments, Inc. | History | No change | 16,988 | 456 | 0.13% | 0.13% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MAI Capital Management | History | No change | 16,685 | 448 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,684 | 448 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 18,424 | 447 | 0.01% | 0.01% | 279 | +2,194 | 13.52% | Q3 2026 | Oct 23, 2026 |
| XTX Topco Ltd | History | No change | 16,390 | 440 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 16,410 | 440 | 0.19% | 0.19% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hardy Reed LLC | History | No change | 16,378 | 439 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisors Capital Management, LLC | History | No change | 16,191 | 434 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 16,085 | 432 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advisory Services Network, LLC | History | No change | 16,068 | 431 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,701 | 429 | 0.01% | 0.01% | 286 | -1,053 | -5.61% | Q3 2026 | Oct 20, 2026 |
| May Hill Capital, LLC | History | Added to | 17,531 | 425 | 0.08% | 0.09% | 287 | +2,377 | 15.69% | Q3 2026 | Nov 02, 2026 |
| Clearstead Advisors, LLC | History | No change | 15,639 | 420 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XPONANCE LLC | History | Added to | 17,214 | 417 | 0.0% | 0.0% | 289 | +1,647 | 10.58% | Q3 2026 | Nov 03, 2026 |
| Rose Capital Advisors LLC | History | New | 17,110 | 415 | 0.1% | — | 290 | +17,110 | New | Q3 2026 | Nov 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 16,475 | 399 | 0.01% | 0.01% | 292 | +1,324 | 8.74% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,871 | 399 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 14,742 | 395 | 0.07% | 0.07% | 293 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 15,899 | 385 | 0.05% | 0.04% | 294 | +3,923 | 32.76% | Q3 2026 | Oct 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 15,402 | 373 | 0.06% | 0.07% | 295 | -414 | -2.62% | Q3 2026 | Oct 27, 2026 |
| SYM FINANCIAL Corp | History | Added to | 15,284 | 370 | 0.03% | 0.03% | 296 | +1,171 | 8.3% | Q3 2026 | Oct 26, 2026 |
| Five Oceans Advisors | History | No change | 15,223 | 369 | 0.14% | 0.13% | 297 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Sivia Capital Partners, LLC | History | No change | 13,474 | 361 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 14,855 | 360 | 0.08% | 0.08% | 299 | +2,255 | 17.9% | Q3 2026 | Oct 13, 2026 |
| Greenspring Advisors, LLC | History | No change | 13,243 | 355 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Syverson Strege & Co | History | Added to | 14,594 | 354 | 0.08% | 0.08% | 301 | +535 | 3.81% | Q3 2026 | Nov 02, 2026 |
| Frec Markets, Inc. | History | No change | 13,085 | 351 | 0.03% | 0.03% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 14,433 | 350 | 0.0% | 0.0% | 303 | +1,729 | 13.61% | Q3 2026 | Nov 04, 2026 |
| WINTON GROUP Ltd | History | No change | 13,000 | 349 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mattson Financial Services, LLC | History | No change | 12,301 | 347 | 0.07% | 0.07% | 305 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMERCE BANK | History | No change | 12,886 | 346 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 14,248 | 345 | 0.02% | 0.02% | 307 | +54 | 0.38% | Q3 2026 | Nov 02, 2026 |
| EntryPoint Capital, LLC | History | No change | 12,772 | 343 | 0.08% | 0.08% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canopy Partners, LLC | History | Added to | 14,020 | 340 | 0.1% | 0.11% | 309 | +119 | 0.86% | Q3 2026 | Oct 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,650 | 339 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 13,878 | 336 | 0.06% | 0.07% | 311 | +621 | 4.68% | Q3 2026 | Oct 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 12,455 | 334 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 13,743 | 333 | 0.0% | 0.0% | 313 | -834 | -5.72% | Q3 2026 | Oct 28, 2026 |
| Bridgewater Associates, LP | History | No change | 12,378 | 332 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genus Capital Management Inc. | History | Added to | 13,655 | 331 | 0.03% | 0.03% | 315 | +450 | 3.41% | Q3 2026 | Nov 04, 2026 |
| Abel Hall, LLC | History | Added to | 13,460 | 326 | 0.06% | 0.06% | 316 | +131 | 0.98% | Q3 2026 | Oct 19, 2026 |
| Trust Point Inc. | History | New | 13,267 | 321 | 0.02% | — | 317 | +13,267 | New | Q3 2026 | Oct 27, 2026 |
| SG Americas Securities, LLC | History | No change | 11,639 | 313 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 11,566 | 310 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,380 | 305 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brown Financial Advisors | History | No change | 11,308 | 303 | 0.11% | 0.11% | 321 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| BRIGHTON JONES LLC | History | Added to | 12,166 | 295 | 0.01% | 0.01% | 322 | +1,541 | 14.5% | Q3 2026 | Nov 03, 2026 |
| MATTERS CAPITAL LLC | History | No change | 10,839 | 291 | 0.2% | 0.2% | 323 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,938 | 289 | 0.0% | 0.0% | 324 | +2,079 | 21.09% | Q3 2026 | Oct 27, 2026 |
| Independent Advisor Alliance | History | No change | 10,731 | 288 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 10,651 | 286 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hexagon Capital Partners LLC | History | No change | 10,614 | 285 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 71 West Capital Partners | History | Added to | 11,587 | 281 | 0.01% | 0.01% | 329 | +142 | 1.24% | Q3 2026 | Nov 04, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 11,598 | 281 | 0.08% | 0.08% | 328 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| INTRUST BANK NA | History | No change | 10,393 | 279 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bayforest Capital Ltd | History | Added to | 11,471 | 278 | 0.41% | 0.06% | 331 | +9,025 | 368.97% | Q3 2026 | Nov 03, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 10,237 | 274 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 10,196 | 273 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 10,115 | 271 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 10,096 | 271 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 11,040 | 267 | 0.22% | 0.34% | 336 | -11,867 | -51.81% | Q3 2026 | Oct 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,815 | 263 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 9,746 | 261 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cromwell Holdings LLC | History | No change | 10,692 | 259 | 0.12% | 0.13% | 339 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| First Command Advisory Services, Inc. | History | No change | 9,617 | 258 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 9,639 | 258 | 0.14% | 0.14% | 341 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FULTON BANK, N.A. | History | Added to | 10,542 | 255 | 0.01% | 0.01% | 342 | +1,419 | 15.55% | Q3 2026 | Oct 14, 2026 |
| Wedmont Private Capital | History | Added to | 11,026 | 253 | 0.01% | 0.01% | 343 | +313 | 2.92% | Q3 2026 | Oct 09, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 9,447 | 253 | 0.06% | 0.06% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brucke Financial, Inc. | History | Added to | 10,390 | 252 | 0.11% | 0.11% | 345 | +1,348 | 14.91% | Q3 2026 | Oct 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 10,378 | 251 | 0.0% | 0.0% | 346 | +29 | 0.28% | Q3 2026 | Oct 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 11,828 | 250 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 88 | 245 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 9,066 | 243 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 10,005 | 242 | 0.01% | — | 352 | +10,005 | New | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 9,043 | 242 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 9,045 | 242 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keebeck Wealth Management | History | No change | 8,975 | 241 | 0.02% | 0.02% | 353 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 8,992 | 241 | 0.03% | 0.03% | 354 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 9,929 | 240 | 0.0% | 0.0% | 355 | -39 | -0.39% | Q3 2026 | Oct 22, 2026 |
| Optas, LLC | History | No change | 8,945 | 240 | 0.03% | 0.03% | 356 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WRAPMANAGER INC | History | No change | 8,880 | 238 | 0.07% | 0.07% | 357 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLC Capital Advisors | History | No change | 8,864 | 238 | 0.04% | 0.04% | 358 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 8,857 | 237 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 9,702 | 235 | 0.01% | 0.01% | 360 | +989 | 11.35% | Q3 2026 | Oct 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,784 | 235 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 8,741 | 234 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | No change | 8,674 | 232 | 0.16% | 0.16% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Facet Wealth, Inc. | History | Added to | 9,414 | 228 | 0.0% | 0.0% | 364 | +1,041 | 12.43% | Q3 2026 | Nov 04, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,320 | 226 | 0.01% | 0.01% | 365 | -345 | -3.57% | Q3 2026 | Oct 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 9,244 | 224 | 0.02% | 0.04% | 367 | -546 | -5.58% | Q3 2026 | Oct 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 8,351 | 224 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Reduced | 9,107 | 221 | 0.07% | 0.09% | 368 | -745 | -7.56% | Q3 2026 | Oct 20, 2026 |
| OneAscent Financial Services LLC | History | No change | 8,059 | 216 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Havemeyer Place LP | History | No change | 8,075 | 216 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 8,883 | 215 | 0.01% | — | 371 | +8,883 | New | Q3 2026 | Oct 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 8,632 | 209 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Integrity Financial Corp /WA | History | No change | 7,795 | 209 | 0.1% | 0.1% | 373 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| New Republic Capital, LLC | History | No change | 7,818 | 209 | 0.05% | 0.05% | 374 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,758 | 208 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | No change | 7,723 | 207 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 8,374 | 203 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| CERTUITY, LLC | History | No change | 8,369 | 203 | 0.01% | 0.01% | 378 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,516 | 177 | 0.0% | 0.0% | 380 | -754 | -9.12% | Q3 2026 | Oct 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 6,626 | 177 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,746 | 163 | 0.0% | 0.0% | 381 | -2,450 | -26.64% | Q3 2026 | Oct 16, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 6,092 | 163 | 0.09% | 0.09% | 382 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | New | 6,521 | 158 | 0.01% | — | 384 | +6,521 | New | Q3 2026 | Oct 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,906 | 158 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hilltop National Bank | History | Reduced | 6,268 | 152 | 0.03% | 0.04% | 385 | -1,326 | -17.46% | Q3 2026 | Oct 14, 2026 |
| ATWOOD & PALMER INC | History | Added to | 6,166 | 149 | 0.01% | 0.01% | 386 | +61 | 1.0% | Q3 2026 | Oct 08, 2026 |
| Grove Bank & Trust | History | Added to | 6,118 | 148 | 0.01% | 0.02% | 387 | +37 | 0.61% | Q3 2026 | Oct 08, 2026 |
| Continuum Advisory, LLC | History | No change | 5,399 | 145 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,948 | 144 | 0.0% | 0.0% | 389 | -456 | -7.12% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 5,696 | 138 | 0.01% | 0.01% | 391 | -418 | -6.84% | Q3 2026 | Oct 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,159 | 138 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | Reduced | 5,128 | 124 | 0.07% | 0.18% | 392 | -7,431 | -59.17% | Q3 2026 | Oct 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 3,947 | 106 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 3,572 | 95 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New Hampshire | History | No change | 3,879 | 94 | 0.02% | 0.02% | 395 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 3,746 | 90 | 0.03% | 0.03% | 396 | +110 | 3.03% | Q3 2026 | Oct 20, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 3,435 | 83 | 0.06% | 0.06% | 397 | +252 | 7.92% | Q3 2026 | Oct 19, 2026 |
| MATHER GROUP, LLC. | History | Added to | 3,345 | 81 | 0.0% | 0.0% | 398 | +488 | 17.08% | Q3 2026 | Oct 14, 2026 |
| Quantbot Technologies LP | History | No change | 3,003 | 80 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | Added to | 3,295 | 79 | 0.02% | 0.02% | 400 | +394 | 13.58% | Q3 2026 | Oct 13, 2026 |
| Elyxium Wealth, LLC | History | New | 3,034 | 73 | 0.01% | — | 401 | +3,034 | New | Q3 2026 | Oct 27, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 2,700 | 72 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2,607 | 70 | 0.03% | 0.03% | 403 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,828 | 68 | 0.0% | 0.0% | 404 | +515 | 22.27% | Q3 2026 | Oct 27, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,534 | 61 | 0.02% | 0.02% | 406 | -261 | -9.34% | Q3 2026 | Oct 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 2,284 | 61 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Activest Wealth Management | History | No change | 2,495 | 60 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| UMB Bank, n.a. | History | No change | 2,186 | 58 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,410 | 58 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 2,068 | 55 | 0.04% | 0.04% | 410 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| James T. Borello RIA | History | No change | 2,176 | 52 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,068 | 50 | 0.01% | 0.01% | 412 | +120 | 6.16% | Q3 2026 | Oct 26, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,087 | 50 | 0.03% | 0.03% | 413 | -89 | -4.09% | Q3 2026 | Oct 27, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,000 | 49 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,012 | 48 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| BESSEMER GROUP INC | History | No change | 1,789 | 47 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smithfield Trust Co | History | No change | 1,640 | 44 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| First Pacific Financial | History | Added to | 1,691 | 41 | 0.0% | 0.01% | 419 | +21 | 1.26% | Q3 2026 | Oct 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,545 | 41 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,680 | 40 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,623 | 39 | 0.0% | 0.0% | 421 | +689 | 73.77% | Q3 2026 | Oct 27, 2026 |
| Polaris Financial Partners | History | New | 1,560 | 38 | 0.02% | — | 422 | +1,560 | New | Q3 2026 | Oct 02, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,470 | 35 | 0.01% | 0.01% | 423 | +232 | 18.74% | Q3 2026 | Oct 19, 2026 |
| Advocate Investing Services LLC | History | No change | 1,300 | 31 | 0.02% | 0.03% | 424 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,084 | 29 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,226 | 29 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| United Financial Planning Group LLC | History | No change | 1,232 | 29 | 0.01% | 0.02% | 427 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,069 | 28 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Essential Partners LLC | History | Added to | 1,131 | 27 | 0.01% | — | 429 | +1,095 | 3041.67% | Q3 2026 | Oct 14, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,111 | 26 | 0.0% | 0.0% | 430 | +901 | 429.05% | Q3 2026 | Oct 23, 2026 |
| Fairscale Capital, LLC | History | No change | 1,181 | 26 | 0.02% | 0.02% | 431 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| POM Investment Strategies, LLC | History | New | 1,000 | 24 | 0.02% | — | 434 | +1,000 | New | Q3 2026 | Oct 20, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,023 | 24 | 0.0% | 0.0% | 432 | -568 | -35.7% | Q3 2026 | Oct 26, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 914 | 24 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 892 | 23 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| West Financial Advisors, LLC | History | New | 892 | 21 | 0.0% | — | 437 | +892 | New | Q3 2026 | Oct 22, 2026 |
| Triumph Capital Management | History | No change | 877 | 21 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 828 | 20 | 0.0% | 0.0% | 439 | +164 | 24.7% | Q3 2026 | Nov 03, 2026 |
| IFG Advisory, LLC | History | No change | 745 | 20 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 801 | 20 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 754 | 20 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 722 | 19 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Abound Wealth Management | History | No change | 756 | 18 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| GW&K Investment Management, LLC | History | No change | 635 | 17 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 653 | 17 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TFC Financial Management, Inc. | History | No change | 725 | 17 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 667 | 17 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthCollab, LLC | History | No change | 668 | 17 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Basepoint Wealth LLC | History | No change | 649 | 17 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 634 | 17 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Reduced | 698 | 16 | 0.0% | 0.0% | 454 | -590 | -45.81% | Q3 2026 | Oct 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 678 | 16 | 0.0% | 0.0% | 453 | +82 | 13.76% | Q3 2026 | Nov 04, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 668 | 16 | 0.0% | 0.0% | 452 | -68 | -9.24% | Q3 2026 | Nov 02, 2026 |
| CENTRAL TRUST Co | History | No change | 621 | 16 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 636 | 15 | 0.0% | 0.0% | 455 | +453 | 247.54% | Q3 2026 | Oct 28, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 641 | 15 | 0.0% | 0.0% | 456 | +31 | 5.08% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 537 | 14 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fairman Group, LLC | History | No change | 600 | 14 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 542 | 13 | 0.0% | — | 461 | +542 | New | Q3 2026 | Oct 15, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 544 | 13 | 0.01% | 0.01% | 459 | -23 | -4.06% | Q3 2026 | Oct 07, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 514 | 13 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 472 | 12 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 594 | 12 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 480 | 11 | 0.0% | 0.01% | 465 | -258 | -34.96% | Q3 2026 | Oct 29, 2026 |
| Rossby Financial, LCC | History | No change | 437 | 11 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bravera Wealth | History | No change | 427 | 11 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 384 | 10 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 383 | 10 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Morse Asset Management, Inc | History | No change | 400 | 10 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 451 | 10 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 395 | 10 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| City State Bank | History | New | 407 | 9 | 0.0% | — | 479 | +407 | New | Q3 2026 | Oct 20, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 415 | 9 | 0.01% | 0.02% | 475 | -300 | -41.96% | Q3 2026 | Oct 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 408 | 9 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 346 | 9 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 385 | 9 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Ancora Advisors LLC | History | No change | 351 | 9 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 390 | 9 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 330 | 8 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kozak & Associates, Inc. | History | No change | 381 | 8 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| JPL Wealth Management, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 302 | 8 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | No change | 334 | 8 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Private Wealth Management, LLC | History | New | 313 | 7 | 0.01% | — | 489 | +313 | New | Q3 2026 | Oct 19, 2026 |
| Winch Advisory Services, LLC | History | No change | 269 | 7 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arlington Trust Co LLC | History | No change | 312 | 7 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 285 | 7 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 273 | 6 | 0.0% | 0.0% | 493 | -18 | -6.19% | Q3 2026 | Oct 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 249 | 6 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Johnson Financial Group, Inc. | History | No change | 255 | 6 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 249 | 6 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Capital Management Investments LLC | History | No change | 249 | 6 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Nemes Rush Group LLC | History | No change | 263 | 6 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Nova Wealth Management, Inc. | History | No change | 253 | 6 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Park Square Financial Group, LLC | History | No change | 228 | 6 | 0.05% | 0.05% | 497 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Burk Holdings LLC | History | No change | 287 | 6 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| JNBA Financial Advisors | History | Added to | 240 | 5 | 0.0% | 0.0% | 501 | +95 | 65.52% | Q3 2026 | Nov 03, 2026 |
| North Star Investment Management Corp. | History | No change | 207 | 5 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 191 | 5 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Park Place Capital Corp | History | No change | 188 | 5 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 221 | 5 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| American Capital Advisory, LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| PITTENGER & ANDERSON INC | History | New | 169 | 4 | 0.0% | — | 514 | +169 | New | Q3 2026 | Nov 02, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 187 | 4 | 0.0% | 0.0% | 505 | -11 | -5.56% | Q3 2026 | Oct 26, 2026 |
| FEDERATED HERMES, INC. | History | No change | 185 | 4 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 163 | 4 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 189 | 4 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 190 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 182 | 4 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 183 | 4 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dunhill Financial, LLC | History | No change | 153 | 4 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| CITY HOLDING CO | History | New | 133 | 3 | 0.0% | — | 529 | +133 | New | Q3 2026 | Oct 19, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | New | 131 | 3 | 0.0% | — | 530 | +131 | New | Q3 2026 | Oct 28, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 130 | 3 | 0.0% | 0.0% | 516 | -123 | -48.62% | Q3 2026 | Nov 04, 2026 |
| MOTCO | History | No change | 126 | 3 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Independence Bank of Kentucky | History | No change | 160 | 3 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 126 | 3 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | No change | 124 | 3 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Decker Retirement Planning Inc. | History | No change | 139 | 3 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LRI Investments, LLC | History | No change | 120 | 3 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 129 | 3 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 132 | 3 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Groupe la Francaise | History | No change | 120 | 3 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Allied Private Wealth LLC | History | No change | 149 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Markowski Investments | History | No change | 159 | 3 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Balance Wealth Partners LLC | History | New | 118 | 2 | 0.0% | — | 541 | +118 | New | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | New | 95 | 2 | 0.0% | — | 539 | +95 | New | Q3 2026 | Oct 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 89 | 2 | 0.0% | — | 540 | +89 | New | Q3 2026 | Oct 09, 2026 |
| Planning Strategies Inc. | History | New | 89 | 2 | 0.0% | — | 542 | +89 | New | Q3 2026 | Oct 02, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 107 | 2 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Avion Wealth | History | No change | 112 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| HighMark Wealth Management LLC | History | No change | 110 | 2 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 106 | 2 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 104 | 2 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Ankerstar Wealth, LLC | History | No change | 94 | 2 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Downshift Financial, LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | New | 66 | 1 | 0.0% | — | 551 | +66 | New | Q3 2026 | Oct 15, 2026 |
| DeDora Capital, Inc. | History | New | 56 | 1 | 0.0% | — | 552 | +56 | New | Q3 2026 | Oct 26, 2026 |
| TRUST CO OF VERMONT | History | New | 45 | 1 | 0.0% | — | 550 | +45 | New | Q3 2026 | Oct 21, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 55 | 1 | 0.0% | — | 544 | +30 | 120.0% | Q3 2026 | Oct 27, 2026 |
| CX Institutional | History | No change | 54 | 1 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 66 | 1 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caldwell Trust Co | History | No change | 74 | 1 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Investment Advisors LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.15% | — | -142,400 | -100.0% | Q3 2026 | Nov 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -94,453 | -100.0% | Q3 2026 | Nov 04, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,931 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.02% | — | -14,072 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Collaborative Fund Advisors, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -13,957 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,814 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -13,008 | -100.0% | Q3 2026 | Oct 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,624 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,070 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Intelligence Driven Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,036 | -100.0% | Q3 2026 | Oct 09, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,016 | -100.0% | Q3 2026 | Oct 26, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,000 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,597 | -100.0% | Q3 2026 | Oct 30, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.14% | — | -7,584 | -100.0% | Q3 2026 | Oct 22, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -7,571 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,601 | -100.0% | Q3 2026 | Oct 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,523 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,458 | -100.0% | Q3 2026 | Oct 20, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q3 2026 | Oct 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,010 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -914 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -572 | -100.0% | Q3 2026 | Oct 16, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -391 | -100.0% | Q3 2026 | Oct 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q3 2026 | Oct 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q3 2026 | Nov 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Noble Wealth Management PBC | History | Reduced | 1 | 0 | — | 0.0% | — | -64 | -98.46% | Q3 2026 | Oct 01, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 7 | 0 | — | 0.0% | — | -55 | -88.71% | Q3 2026 | Nov 02, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Trifecta Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q3 2026 | Oct 21, 2026 |
| Monetary Solutions, Ltd | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Asset Dedication, LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -21 | -38.18% | Q3 2026 | Nov 02, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GODSEY & GIBB, INC | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 14, 2026 |
| Center for Financial Planning, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q3 2026 | Oct 26, 2026 |
| StrongBox Wealth, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q3 2026 | Nov 02, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Mondrian Investment Partners LTD | History | New | 9 | 0 | — | — | — | +9 | New | Q3 2026 | Oct 23, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Mosley Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BAYBAN | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |