BP PLC - BP

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
Fisher Asset Management, LLC History No change 66,310,416 2,450,169 0.73% 0.73% 1 0 0.0% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 19,461,415 855,973 0.16% 0.13% 2 +727,855 3.89% Q3 2026 Nov 04, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 23,072,128 852,456 1.01% 1.01% 3 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 17,366,858 641,705 0.28% 0.28% 4 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 15,040,506 555,746 0.02% 0.02% 5 0 0.0% Q2 2026 Sep 22, 2026
GQG Partners LLC History No change 14,138,369 522,413 0.97% 0.97% 6 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 10,755,188 397,404 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 10,653,929 393,662 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 8,139,211 300,743 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 6,963,366 257,296 0.03% 0.03% 10 0 0.0% Q2 2026 Sep 02, 2026
BANK OF MONTREAL /CAN/ History No change 6,527,262 241,182 0.08% 0.08% 11 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 6,433,058 237,702 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 14, 2026
Capital World Investors History No change 6,187,067 228,612 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 6,112,796 225,867 0.28% 0.28% 14 0 0.0% Q2 2026 Aug 14, 2026
CAXTON ASSOCIATES LLP History No change 5,840,899 215,821 4.05% 4.05% 15 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,524,041 206,933 0.07% 0.07% 16 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 5,493,914 203,000 0.02% 0.02% 17 0 0.0% Q2 2026 Aug 14, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 5,073,767 187,475 0.26% 0.26% 18 0 0.0% Q2 2026 Aug 13, 2026
Mondrian Investment Partners LTD History Reduced 3,976,233 174,914 3.24% 2.33% 19 -105,535 -2.59% Q3 2026 Oct 23, 2026
JPMORGAN CHASE & CO History No change 4,451,094 166,248 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 4,343,815 160,503 0.68% 0.68% 21 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 4,190,570 154,841 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 3,810,091 140,782 0.02% 0.02% 23 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 3,637,818 134,417 0.05% 0.05% 24 0 0.0% Q2 2026 Aug 14, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 3,554,376 131,334 4.82% 4.82% 25 0 0.0% Q2 2026 Aug 14, 2026
Long Focus Capital Management, LLC History No change 3,502,600 129,421 3.31% 3.31% 26 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,421,702 126,431 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 3,391,572 125,318 0.47% 0.47% 28 0 0.0% Q2 2026 Aug 14, 2026
Qube Research & Technologies Ltd History No change 3,240,142 119,723 0.11% 0.11% 29 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 3,141,274 116,070 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 3,019,531 111,571 0.02% 0.02% 31 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 2,934,678 108,436 0.12% 0.12% 32 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,933,715 108,400 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 2,834,542 104,736 0.05% 0.05% 34 0 0.0% Q2 2026 Aug 12, 2026
Alyeska Investment Group, L.P. History No change 2,830,923 104,602 0.27% 0.27% 35 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 2,597,468 95,976 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 2,341,055 86,501 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 2,323,586 85,856 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
SOUND SHORE MANAGEMENT INC /CT/ History No change 2,241,317 82,816 2.55% 2.55% 39 0 0.0% Q2 2026 Aug 12, 2026
FRANKLIN RESOURCES INC History No change 2,142,017 79,147 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 2,082,397 76,944 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
VAN ECK ASSOCIATES CORP History No change 2,049,151 75,716 0.05% 0.05% 42 0 0.0% Q2 2026 Aug 14, 2026
Merewether Investment Management, LP History No change 1,842,007 68,062 1.28% 1.28% 43 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 1,754,943 64,845 0.29% 0.29% 44 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 1,687,000 62,334 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 12, 2026
Ruffer LLP History No change 1,624,940 59,975 2.12% 2.12% 46 0 0.0% Q2 2026 Jul 30, 2026
Carrhae Capital LLP History New 1,347,372 59,270 1.91% — 47 +1,347,372 New Q3 2026 Oct 20, 2026
Walleye Trading LLC History No change 1,587,728 58,666 0.07% 0.07% 48 0 0.0% Q2 2026 Aug 03, 2026
MILFORD FUNDS LTD History No change 1,435,411 53,038 0.86% 0.86% 49 0 0.0% Q2 2026 Jul 30, 2026
Russell Investments Group, Ltd. History No change 1,410,714 52,307 0.05% 0.05% 50 0 0.0% Q2 2026 Aug 06, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 1,414,749 52,275 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,406,723 51,978 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,375,073 51,055 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 1,331,595 49,202 0.06% 0.06% 54 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 1,320,032 48,775 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 1,306,605 48,279 0.06% 0.06% 56 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History No change 1,194,288 44,128 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 07, 2026
NOMURA HOLDINGS INC History No change 1,077,927 39,829 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,034,525 38,225 0.03% 0.03% 59 0 0.0% Q2 2026 Sep 09, 2026
Verition Fund Management LLC History No change 1,013,308 37,441 0.19% 0.19% 60 0 0.0% Q2 2026 Aug 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 986,363 36,446 0.48% 0.48% 61 0 0.0% Q2 2026 Aug 14, 2026
Yaupon Capital Management LP History No change 942,850 34,838 0.69% 0.69% 62 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 901,626 33,311 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 813,988 30,076 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 14, 2026
Engineers Gate Manager LP History No change 813,923 30,074 0.39% 0.39% 65 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 802,019 29,634 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 12, 2026
Freestone Grove Partners LP History No change 750,470 27,729 0.18% 0.18% 67 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 704,521 26,031 0.01% 0.01% 68 0 0.0% Q2 2026 Sep 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 695,741 25,707 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 07, 2026
D. E. Shaw & Co., Inc. History No change 665,900 24,605 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Added to 549,225 24,160 0.0% 0.0% 71 +117,778 27.3% Q3 2026 Nov 05, 2026
Parallax Volatility Advisers, L.P. History No change 641,251 23,694 0.04% 0.04% 72 0 0.0% Q2 2026 Aug 14, 2026
KAHN BROTHERS GROUP INC History No change 624,999 23,093 3.65% 3.65% 73 0 0.0% Q2 2026 Aug 14, 2026
Huber Capital Management LLC History No change 623,107 23,023 3.39% 3.39% 74 0 0.0% Q2 2026 Aug 12, 2026
READYSTATE ASSET MANAGEMENT LP History No change 619,670 22,896 0.78% 0.78% 75 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Reduced 520,437 22,894 0.01% 0.02% 76 -834,238 -61.58% Q3 2026 Nov 04, 2026
Cetera Investment Advisers History No change 615,550 22,744 0.02% 0.02% 77 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 606,791 22,420 0.07% 0.07% 78 0 0.0% Q2 2026 Aug 17, 2026
US BANCORP \DE\ History Reduced 498,567 21,931 0.02% 0.02% 79 -3,268 -0.65% Q3 2026 Nov 05, 2026
Walleye Capital LLC History No change 554,496 20,488 0.07% 0.07% 80 0 0.0% Q2 2026 Aug 03, 2026
WILKINS INVESTMENT COUNSEL INC History Reduced 458,016 20,148 2.64% 2.29% 81 -1,201 -0.26% Q3 2026 Nov 03, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 454,516 19,994 0.42% 0.35% 82 -1,029 -0.23% Q3 2026 Nov 03, 2026
Cerity Partners LLC History No change 526,262 19,445 0.02% 0.02% 83 0 0.0% Q2 2026 Aug 14, 2026
MARSHALL WACE, LLP History No change 509,177 18,814 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 501,469 18,529 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 498,228 18,409 0.45% 0.45% 86 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History Added to 415,621 18,283 0.01% 0.01% 87 +55,930 15.55% Q3 2026 Nov 02, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 485,489 17,938 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 12, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 474,713 17,540 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 397,193 17,472 0.02% 0.02% 90 -37,486 -8.62% Q3 2026 Nov 02, 2026
Sagefield Capital LP History No change 443,121 16,373 1.21% 1.21% 91 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON CAPITAL ADVISORS LP History No change 441,511 16,313 0.32% 0.32% 92 0 0.0% Q2 2026 Aug 11, 2026
Empyrean Capital Partners, LP History No change 435,000 16,073 0.53% 0.53% 93 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 364,477 16,033 0.04% 0.03% 94 +1,471 0.41% Q3 2026 Nov 02, 2026
Euro Pacific Asset Management, LLC History Reduced 358,097 15,546 1.27% 1.68% 95 -1,166 -0.32% Q3 2026 Oct 13, 2026
OLD MISSION CAPITAL LLC History No change 415,781 15,363 0.24% 0.24% 96 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 404,839 14,959 0.02% 0.02% 97 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 398,554 14,726 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 374,249 13,828 0.02% 0.02% 99 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 368,614 13,622 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 14, 2026
Bollard Group LLC History No change 364,335 13,462 0.41% 0.41% 101 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 362,100 13,379 0.09% 0.09% 102 0 0.0% Q2 2026 Aug 12, 2026
DRW Securities, LLC History No change 361,725 13,365 0.33% 0.33% 103 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 299,802 13,188 0.23% 0.18% 104 +6,851 2.34% Q3 2026 Oct 13, 2026
Jain Global LLC History No change 325,594 12,030 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 14, 2026
Altrius Capital Management Inc History Added to 272,751 11,998 2.14% 1.82% 106 +13,089 5.04% Q3 2026 Nov 05, 2026
Focus Partners Wealth History No change 321,894 11,894 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 12, 2026
Quantinno Capital Management LP History No change 321,871 11,893 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 317,204 11,720 0.05% 0.05% 109 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History Reduced 264,250 11,624 0.25% 0.22% 110 -15 -0.01% Q3 2026 Oct 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 310,131 11,459 0.05% 0.05% 111 0 0.0% Q2 2026 Aug 13, 2026
Assenagon Asset Management S.A. History Reduced 259,852 11,430 0.01% 0.03% 112 -477,616 -64.76% Q3 2026 Oct 15, 2026
M&T BANK CORP History No change 306,744 11,334 0.03% 0.03% 113 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 272,984 10,086 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 05, 2026
DV EQUITIES, LLC History No change 272,919 10,084 1.45% 1.45% 115 0 0.0% Q2 2026 Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/S History New 221,224 9,732 0.07% — 116 +221,224 New Q3 2026 Oct 22, 2026
Curi Capital, LLC History No change 260,381 9,621 0.15% 0.15% 117 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 257,924 9,530 0.02% 0.02% 118 0 0.0% Q2 2026 Aug 05, 2026
Neuberger Berman Group LLC History No change 248,097 9,182 0.01% 0.01% 119 0 0.0% Q2 2026 Oct 27, 2026
OPPENHEIMER & CO INC History Added to 208,624 9,177 0.1% 0.08% 120 +9,709 4.88% Q3 2026 Oct 26, 2026
Hudson Bay Capital Management LP History No change 246,071 9,092 0.02% 0.02% 121 0 0.0% Q2 2026 Aug 14, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 243,693 9,004 0.33% 0.33% 122 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 194,114 8,999 0.01% 0.01% 123 -17,940 -8.46% Q3 2026 Oct 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 240,716 8,894 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 240,273 8,878 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 238,290 8,804 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Reduced 196,240 8,632 0.01% 0.01% 127 -34,722 -15.03% Q3 2026 Oct 21, 2026
Waverly Advisors, LLC History No change 227,828 8,418 0.05% 0.05% 128 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 227,664 8,412 0.05% 0.05% 129 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 181,424 7,980 0.02% 0.02% 130 +37,175 25.77% Q3 2026 Nov 02, 2026
NATIONAL BANK OF CANADA /FI/ History No change 208,566 7,716 0.01% 0.01% 131 0 0.0% Q2 2026 Aug 10, 2026
LAZARI CAPITAL MANAGEMENT, INC. History Reduced 173,996 7,654 2.25% 2.08% 132 -8,525 -4.67% Q3 2026 Oct 20, 2026
Ashton Thomas Private Wealth, LLC History Added to 169,691 7,464 0.15% 0.1% 133 +38,372 29.22% Q3 2026 Nov 02, 2026
Stamos Capital Partners, L.P. History No change 197,357 7,292 1.12% 1.12% 134 0 0.0% Q2 2026 Aug 13, 2026
HENNESSY ADVISORS INC History No change 163,700 7,201 0.27% 0.19% 135 0 0.0% Q3 2026 Oct 28, 2026
BROWN ADVISORY INC History No change 194,688 7,193 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 194,577 7,191 0.04% 0.04% 137 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History Added to 162,669 7,155 0.17% 0.14% 138 +16,780 11.5% Q3 2026 Nov 05, 2026
ABC ARBITRAGE SA History Reduced 162,246 7,137 0.7% 3.15% 139 -628,260 -79.48% Q3 2026 Oct 23, 2026
Dupree Financial Group, LLC History Added to 161,280 7,094 2.56% 2.17% 140 +4,557 2.91% Q3 2026 Oct 09, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 190,000 7,020 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 157,808 6,941 0.01% 0.01% 142 -5,273 -3.23% Q3 2026 Oct 30, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 157,659 6,935 0.15% 0.27% 143 -216,258 -57.84% Q3 2026 Oct 16, 2026
CI INVESTMENTS INC. History No change 187,278 6,919 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History No change 181,412 6,703 0.09% 0.09% 145 0 0.0% Q2 2026 Aug 05, 2026
Capricorn Fund Managers Ltd History Reduced 150,000 6,598 0.62% 2.87% 146 -834,203 -84.76% Q3 2026 Nov 03, 2026
Ellsworth Advisors, LLC History Added to 149,075 6,557 1.06% 0.99% 147 +3,521 2.42% Q3 2026 Oct 15, 2026
DAVENPORT & Co LLC History Reduced 147,376 6,483 0.03% 0.03% 148 -1,383 -0.93% Q3 2026 Oct 14, 2026
Lido Advisors, LLC History Added to 147,260 6,477 0.02% 0.01% 149 +4,166 2.91% Q3 2026 Nov 04, 2026
BUTENSKY & COHEN FINANCIAL SECURITY, INC History Added to 145,775 6,412 1.58% 1.32% 150 +1,535 1.06% Q3 2026 Oct 13, 2026
Crossmark Global Holdings, Inc. History Added to 141,172 6,210 0.08% 0.06% 151 +9,998 7.62% Q3 2026 Oct 21, 2026
Canal Insurance CO History Reduced 135,400 5,956 1.4% 1.62% 152 -64,600 -32.3% Q3 2026 Oct 20, 2026
Nuveen, LLC History No change 160,801 5,941 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 11, 2026
Diversified Trust Co History No change 159,671 5,899 0.09% 0.09% 154 0 0.0% Q2 2026 Jul 17, 2026
AUXIER ASSET MANAGEMENT LLC History No change 158,060 5,840 0.78% 0.78% 155 0 0.0% Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Reduced 131,809 5,798 0.0% 0.0% 156 -274,339 -67.55% Q3 2026 Nov 05, 2026
FIRST TRUST ADVISORS LP History No change 156,772 5,792 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Reduced 128,044 5,632 0.18% 0.15% 158 -66 -0.05% Q3 2026 Nov 05, 2026
MML INVESTORS SERVICES, LLC History No change 150,609 5,565 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 149,155 5,511 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 147,398 5,446 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 143,487 5,301 0.04% 0.04% 162 0 0.0% Q2 2026 Sep 23, 2026
NEVILLE RODIE & SHAW INC History Reduced 120,336 5,294 0.36% 0.29% 163 -50 -0.04% Q3 2026 Oct 05, 2026
Columbia Asset Management History Reduced 118,814 5,226 0.91% 0.81% 164 -6,691 -5.33% Q3 2026 Oct 19, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 117,324 5,161 0.0% 0.0% 165 -4,158 -3.42% Q3 2026 Oct 29, 2026
ADVOCATE GROUP LLC History Reduced 117,067 5,149 0.8% 0.68% 166 -4,930 -4.04% Q3 2026 Oct 19, 2026
Jump Financial, LLC History No change 135,533 5,007 0.04% 0.04% 167 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History Added to 111,585 4,965 0.01% 0.0% 168 +95,896 611.23% Q3 2026 Oct 16, 2026
Prospera Financial Services Inc History Reduced 98,446 4,961 0.06% 0.05% 169 -2,117 -2.11% Q3 2026 Nov 04, 2026
Private Advisor Group, LLC History No change 133,121 4,918 0.02% 0.02% 170 0 0.0% Q2 2026 Jul 27, 2026
PEAK6 LLC History No change 132,400 4,892 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 12, 2026
D.A. DAVIDSON & CO. History Added to 110,111 4,843 0.03% 0.02% 172 +13,595 14.09% Q3 2026 Oct 27, 2026
TrueMark Investments, LLC History Added to 109,785 4,829 0.56% 0.44% 173 +14,508 15.23% Q3 2026 Nov 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 128,632 4,752 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 19, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 104,352 4,590 0.08% 0.05% 175 +26,062 33.29% Q3 2026 Oct 23, 2026
Baker Ellis Asset Management LLC History Reduced 103,972 4,573 0.5% 0.4% 176 -729 -0.7% Q3 2026 Oct 14, 2026
NewEdge Advisors, LLC History No change 123,000 4,544 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 122,600 4,530 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 12, 2026
Amova Asset Management Americas, Inc. History No change 121,482 4,488 0.06% 0.06% 179 0 0.0% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History No change 119,776 4,425 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 11, 2026
J.W. COLE ADVISORS, INC. History Reduced 99,172 4,362 0.07% 0.06% 181 -2,500 -2.46% Q3 2026 Nov 05, 2026
TWO SIGMA SECURITIES, LLC History No change 117,675 4,348 0.38% 0.38% 182 0 0.0% Q2 2026 Aug 14, 2026
BFSG, LLC History Reduced 98,444 4,330 0.38% 0.33% 183 -3,639 -3.56% Q3 2026 Oct 30, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 116,310 4,298 0.03% 0.03% 184 0 0.0% Q2 2026 Aug 12, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 112,289 4,149 0.06% 0.06% 185 0 0.0% Q2 2026 Aug 11, 2026
Hayek Kallen Investment Management History No change 109,902 4,061 1.23% 1.23% 186 0 0.0% Q2 2026 Aug 17, 2026
SIH Partners, LLLP History No change 109,338 4,040 0.03% 0.03% 187 0 0.0% Q2 2026 Aug 14, 2026
MEYER HANDELMAN CO History Reduced 90,308 3,972 0.11% 0.1% 188 -1,474 -1.61% Q3 2026 Oct 28, 2026
Pathstone Holdings, LLC History No change 105,801 3,909 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 13, 2026
MACKENZIE FINANCIAL CORP History Added to 88,737 3,903 0.0% 0.0% 190 +287 0.32% Q3 2026 Nov 02, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 88,024 3,872 0.04% 0.04% 191 -6,833 -7.2% Q3 2026 Oct 30, 2026
BBR PARTNERS, LLC History No change 102,594 3,790 0.18% 0.18% 192 0 0.0% Q2 2026 Aug 11, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 101,384 3,746 0.05% 0.05% 193 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 99,799 3,687 0.03% 0.03% 194 0 0.0% Q2 2026 Aug 11, 2026
Vestmark Advisory Solutions, Inc. History No change 98,130 3,625 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 14, 2026
SouthState Bank Corp History No change 97,162 3,590 0.15% 0.15% 196 0 0.0% Q2 2026 Aug 06, 2026
FORA Capital, LLC History No change 96,729 3,574 0.25% 0.25% 197 0 0.0% Q2 2026 Aug 13, 2026
OPAL CAPITAL LLC History No change 95,277 3,520 0.63% 0.63% 198 0 0.0% Q2 2026 Aug 05, 2026
Optimist Retirement Group LLC History New 79,291 3,488 1.42% — 199 +79,291 New Q3 2026 Oct 30, 2026
Carolina Wealth Advisors, LLC History Added to 79,283 3,487 1.33% 1.13% 200 +982 1.25% Q3 2026 Oct 23, 2026
Hedges Asset Management LLC History Added to 78,847 3,468 2.41% 1.82% 201 +3,791 5.05% Q3 2026 Oct 29, 2026
COMMUNITY TRUST & INVESTMENT CO History Reduced 77,911 3,427 0.17% 0.15% 202 -607 -0.77% Q3 2026 Oct 15, 2026
SCOTIA CAPITAL INC. History No change 91,562 3,383 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 11, 2026
LEE DANNER & BASS INC History No change 74,965 3,297 0.19% 0.16% 204 0 0.0% Q3 2026 Oct 27, 2026
Entropy Technologies, LP History No change 88,670 3,276 0.13% 0.13% 205 0 0.0% Q2 2026 Aug 13, 2026
NAVELLIER & ASSOCIATES INC History No change 87,723 3,241 0.26% 0.26% 206 0 0.0% Q2 2026 Aug 04, 2026
Limestone Investment Advisors LP History No change 87,400 3,229 0.24% 0.24% 207 0 0.0% Q2 2026 Aug 14, 2026
DELTA CAPITAL MANAGEMENT LLC History Added to 73,340 3,226 1.56% 1.06% 208 +11,320 18.25% Q3 2026 Oct 16, 2026
HUNTINGTON NATIONAL BANK History No change 87,086 3,217 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 13, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History Reduced 72,660 3,196 1.3% 1.15% 210 -3,645 -4.78% Q3 2026 Oct 15, 2026
Inlight Wealth Management, LLC History Reduced 72,211 3,176 0.91% 0.86% 211 -651 -0.89% Q3 2026 Oct 21, 2026
Arax Advisory Partners History No change 85,457 3,157 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 10, 2026
Tidal Investments LLC History No change 84,745 3,131 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 84,620 3,126 0.02% 0.02% 214 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 81,791 3,022 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History New 68,256 3,002 0.02% — 216 +68,256 New Q3 2026 Oct 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 67,504 2,969 0.01% 0.01% 217 -4,594 -6.37% Q3 2026 Nov 04, 2026
Quantitative Investment Management, LLC History No change 79,906 2,952 0.32% 0.32% 218 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 77,975 2,881 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 75,931 2,805 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 07, 2026
Brooklands Fund Management Ltd History New 62,576 2,752 0.35% — 222 +62,576 New Q3 2026 Oct 28, 2026
BNP Paribas Asset Management Holding S.A. History No change 74,485 2,752 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 73,897 2,730 0.06% 0.06% 223 0 0.0% Q2 2026 Jul 17, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 61,361 2,699 0.5% 0.43% 224 0 0.0% Q3 2026 Oct 14, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 59,859 2,633 0.0% 0.0% 225 -997 -1.64% Q3 2026 Oct 28, 2026
&PARTNERS History No change 71,313 2,630 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 14, 2026
Dockside LLC History No change 70,448 2,603 0.61% 0.61% 227 0 0.0% Q2 2026 Aug 03, 2026
Choate Investment Advisors History No change 67,697 2,501 0.04% 0.04% 228 0 0.0% Q2 2026 Aug 11, 2026
Quotient Wealth Partners, LLC History No change 66,532 2,458 0.06% 0.06% 229 0 0.0% Q2 2026 Aug 03, 2026
Gilliland Jeter Wealth Management LLC History Reduced 55,669 2,448 0.62% 0.55% 230 -1,078 -1.9% Q3 2026 Oct 28, 2026
Vident Advisory, LLC History No change 65,485 2,419 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 12, 2026
Centiva Capital, LP History No change 65,000 2,401 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 64,655 2,388 0.04% 0.04% 233 0 0.0% Q2 2026 Aug 10, 2026
Farther Finance Advisors, LLC History Added to 54,035 2,376 0.02% 0.01% 234 +2,512 4.88% Q3 2026 Oct 08, 2026
ROTHSCHILD INVESTMENT LLC History No change 63,489 2,345 0.09% 0.09% 235 0 0.0% Q2 2026 Aug 06, 2026
Hartree Partners, LP History No change 62,800 2,320 0.49% 0.49% 236 0 0.0% Q2 2026 Aug 12, 2026
Heritage Trust Co History No change 62,233 2,299 0.2% 0.2% 237 0 0.0% Q2 2026 Aug 06, 2026
Azimuth Capital Investment Management LLC History No change 62,206 2,298 0.08% 0.08% 238 0 0.0% Q2 2026 Aug 12, 2026
Insight Inv LLC History Reduced 51,946 2,285 1.09% 0.91% 239 -175 -0.34% Q3 2026 Oct 26, 2026
Naviter Wealth, LLC History No change 61,548 2,274 0.21% 0.21% 240 0 0.0% Q2 2026 Aug 07, 2026
RFG - Bristol Wealth Advisors, LLC History No change 51,466 2,263 0.54% 0.46% 241 0 0.0% Q3 2026 Oct 09, 2026
GLENMEDE TRUST CO NA History No change 61,182 2,260 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 10, 2026
PANAGORA ASSET MANAGEMENT INC History No change 60,602 2,239 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 06, 2026
Bridgewater Associates, LP History No change 60,495 2,235 0.01% 0.01% 244 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 60,000 2,217 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 11, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History Reduced 50,086 2,203 0.04% 0.04% 246 -1,300 -2.53% Q3 2026 Nov 05, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 49,948 2,197 0.04% 0.03% 247 +8,215 19.68% Q3 2026 Nov 04, 2026
Cyndeo Wealth Partners, LLC History Reduced 49,170 2,162 0.1% 0.09% 248 -276 -0.56% Q3 2026 Oct 16, 2026
Virtu Financial LLC History No change 58,108 2,147 0.07% 0.07% 249 0 0.0% Q2 2026 Aug 13, 2026
Caitong International Asset Management Co., Ltd History Added to 48,743 2,144 0.21% 0.0% 250 +48,511 20909.91% Q3 2026 Oct 29, 2026
Rudd Co d/b/a Styre Wealth History New 43,368 2,144 2.09% — 251 +43,368 New Q3 2026 Oct 29, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 48,532 2,134 0.04% 0.02% 252 +13,269 37.63% Q3 2026 Oct 01, 2026
Savant Capital, LLC History No change 56,221 2,119 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 10, 2026
Campbell & CO Investment Adviser LLC History No change 56,800 2,098 0.11% 0.11% 254 0 0.0% Q2 2026 Aug 03, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 47,560 2,092 0.49% 0.39% 255 -1,675 -3.4% Q3 2026 Oct 14, 2026
SANDERS MORRIS HARRIS LLC History New 47,073 2,071 0.27% — 256 +47,073 New Q3 2026 Oct 14, 2026
Caprock Group, LLC History No change 56,032 2,070 0.04% 0.04% 257 0 0.0% Q2 2026 Jul 27, 2026
South Dakota Investment Council History No change 55,707 2,058 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 54,914 2,029 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
Autumn Glory Partners, LLC History No change 46,121 2,028 0.56% 0.48% 260 0 0.0% Q3 2026 Oct 26, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 54,625 2,018 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 54,593 2,017 0.04% 0.04% 262 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 54,509 2,014 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 11, 2026
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV History Reduced 45,118 1,984 0.72% 0.59% 264 -436 -0.96% Q3 2026 Oct 20, 2026
PINNACLE ASSOCIATES LTD History Reduced 44,913 1,975 0.02% 0.02% 265 -711 -1.56% Q3 2026 Oct 20, 2026
Orion Porfolio Solutions, LLC History No change 53,006 1,958 0.01% 0.01% 266 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Reduced 44,227 1,945 0.03% 0.03% 267 -5,321 -10.74% Q3 2026 Oct 28, 2026
CHOREO, LLC History Added to 43,920 1,932 0.02% 0.02% 268 +1,802 4.28% Q3 2026 Oct 28, 2026
Mutual Advisors, LLC History No change 52,118 1,925 0.04% 0.04% 269 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History Reduced 43,347 1,906 0.05% 0.04% 270 -341 -0.78% Q3 2026 Oct 13, 2026
Beacon Pointe Advisors, LLC History No change 51,353 1,897 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 18, 2026
Sequoia Financial Advisors, LLC History No change 51,289 1,895 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 17, 2026
Focus Partners Advisor Solutions, LLC History No change 51,047 1,886 0.02% 0.02% 273 0 0.0% Q2 2026 Aug 06, 2026
IEQ CAPITAL, LLC History No change 50,950 1,882 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 11, 2026
RWA WEALTH PARTNERS, LLC History No change 50,603 1,869 0.02% 0.02% 275 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History Added to 42,338 1,862 0.01% 0.01% 276 +7,915 22.99% Q3 2026 Oct 16, 2026
HB Wealth Management, LLC History Added to 42,322 1,861 0.01% 0.01% 277 +1,110 2.69% Q3 2026 Oct 23, 2026
Harvest Portfolios Group Inc. History No change 50,350 1,860 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 13, 2026
Kiker Wealth Management, LLC History No change 49,493 1,828 0.71% 0.71% 279 0 0.0% Q2 2026 Jul 30, 2026
Capital Investment Advisory Services, LLC History Added to 40,962 1,801 0.11% 0.07% 280 +12,254 42.68% Q3 2026 Oct 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 48,731 1,800 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 47,995 1,773 0.07% 0.07% 282 0 0.0% Q2 2026 Aug 10, 2026
Capital International, Inc./CA/ History No change 47,868 1,768 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 12, 2026
KENNEDY INVESTMENT GROUP, INC. History Reduced 39,757 1,748 0.56% 0.5% 284 -309 -0.77% Q3 2026 Oct 21, 2026
Merit Financial Group, LLC History No change 47,035 1,737 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History Reduced 39,474 1,736 0.04% 0.03% 286 -1,447 -3.54% Q3 2026 Oct 21, 2026
Florida Trust Wealth Management Co History Reduced 39,055 1,718 0.04% 0.04% 287 -5,212 -11.77% Q3 2026 Nov 05, 2026
44 WEALTH MANAGEMENT LLC History No change 46,350 1,712 0.57% 0.57% 288 0 0.0% Q2 2026 Aug 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 46,059 1,701 0.02% 0.02% 289 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 45,622 1,686 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 07, 2026
Nan Shan Life Insurance Co., Ltd. History No change 45,313 1,674 0.05% 0.05% 291 0 0.0% Q2 2026 Aug 14, 2026
Atlas Brown,Inc. History Added to 37,136 1,633 0.43% 0.37% 292 +211 0.57% Q3 2026 Oct 09, 2026
Kingsview Wealth Management, LLC History No change 44,151 1,631 0.02% 0.02% 293 0 0.0% Q2 2026 Aug 18, 2026
Allworth Financial LP History No change 43,741 1,616 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 11, 2026
Hardin Capital Partners, LLC History Reduced 36,576 1,608 0.79% 0.7% 295 -4,054 -9.98% Q3 2026 Oct 08, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 43,447 1,605 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 43,085 1,591 0.02% 0.02% 297 0 0.0% Q2 2026 Aug 06, 2026
STEPHENS INC /AR/ History No change 42,308 1,589 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 29, 2026
PFG Investments, LLC History No change 42,906 1,585 0.06% 0.06% 299 0 0.0% Q2 2026 Jul 23, 2026
Poehling Capital Management, INC. History Added to 35,657 1,568 0.32% 0.22% 300 +7,443 26.38% Q3 2026 Oct 20, 2026
Laird Norton Wetherby Trust Company, LLC History No change 42,286 1,562 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History Added to 35,471 1,560 0.02% 0.02% 302 +327 0.93% Q3 2026 Oct 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 35,205 1,548 0.06% 0.07% 303 -1,743 -4.72% Q3 2026 Oct 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 41,859 1,546 0.19% 0.19% 304 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 34,994 1,539 0.02% 0.01% 305 -809 -2.26% Q3 2026 Oct 27, 2026
Allspring Global Investments Holdings, LLC History Added to 34,466 1,533 0.0% 0.0% 306 +2,335 7.27% Q3 2026 Nov 04, 2026
BRIGHTON JONES LLC History Added to 34,594 1,521 0.03% 0.02% 307 +684 2.02% Q3 2026 Nov 03, 2026
NewEdge Wealth, LLC History No change 41,111 1,519 0.02% 0.02% 308 0 0.0% Q2 2026 Aug 10, 2026
SIGNATUREFD, LLC History Added to 34,345 1,510 0.02% 0.02% 309 +1,271 3.84% Q3 2026 Oct 23, 2026
CSS LLC/IL History No change 40,640 1,501 0.06% 0.06% 310 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History Added to 33,425 1,470 0.04% 0.03% 312 +1,856 5.88% Q3 2026 Nov 05, 2026
REGIONS FINANCIAL CORP History Reduced 33,439 1,470 0.01% 0.01% 311 -1,340 -3.85% Q3 2026 Nov 05, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 29,437 1,428 0.04% 0.03% 313 -284 -0.96% Q3 2026 Oct 20, 2026
BURNEY CO/ History Reduced 32,427 1,426 0.04% 0.03% 314 -479 -1.46% Q3 2026 Oct 15, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 38,570 1,425 0.24% 0.24% 315 0 0.0% Q2 2026 Aug 04, 2026
Prosperity Consulting Group, LLC History No change 38,470 1,421 0.05% 0.05% 316 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History Added to 32,110 1,412 0.04% 0.03% 317 +411 1.3% Q3 2026 Oct 08, 2026
Equitable Holdings, Inc. History No change 38,134 1,409 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 17, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 32,008 1,408 0.03% 0.04% 319 -20,376 -38.9% Q3 2026 Oct 28, 2026
United Community Bank History Added to 31,976 1,406 0.42% 0.36% 320 +440 1.4% Q3 2026 Oct 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 37,927 1,401 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 14, 2026
M Holdings Securities, Inc. History New 29,692 1,398 0.09% — 322 +29,692 New Q3 2026 Nov 03, 2026
SummitTX Capital, L.P. History No change 37,657 1,391 0.04% 0.04% 323 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 37,486 1,385 0.01% 0.01% 324 0 0.0% Q2 2026 Aug 14, 2026
Abundance Wealth Counselors History Added to 31,477 1,384 0.2% 0.16% 325 +77 0.25% Q3 2026 Oct 26, 2026
Parallel Advisors, LLC History Added to 31,070 1,366 0.02% 0.02% 326 +2,879 10.21% Q3 2026 Nov 03, 2026
Aaron Wealth Advisors LLC History Added to 30,944 1,361 0.07% 0.05% 327 +2,628 9.28% Q3 2026 Oct 13, 2026
denkapparat Operations GmbH History No change 36,552 1,350 0.44% 0.44% 328 0 0.0% Q2 2026 Aug 06, 2026
Wealthstar Advisors, LLC History New 30,410 1,337 0.38% — 329 +30,410 New Q3 2026 Oct 19, 2026
Lantz Financial LLC History Added to 30,388 1,336 0.24% 0.2% 330 +158 0.52% Q3 2026 Oct 15, 2026
Midwest Trust Co History Added to 30,324 1,333 0.01% 0.01% 331 +1,747 6.11% Q3 2026 Oct 22, 2026
Nova Financial LLC History New 30,300 1,332 0.56% — 333 +30,300 New Q3 2026 Nov 04, 2026
Rossmore Private Capital History No change 30,300 1,332 0.1% 0.09% 332 0 0.0% Q3 2026 Oct 27, 2026
Ausdal Financial Partners, Inc. History No change 36,020 1,330 0.05% 0.05% 334 0 0.0% Q2 2026 Aug 14, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 35,925 1,327 0.08% 0.08% 335 0 0.0% Q2 2026 Aug 06, 2026
VERUS CAPITAL PARTNERS, LLC History Added to 29,778 1,309 0.07% 0.06% 336 +22 0.07% Q3 2026 Nov 03, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 29,720 1,307 0.11% 0.08% 337 +3,343 12.67% Q3 2026 Oct 06, 2026
Integrated Wealth Concepts LLC History No change 34,873 1,288 0.01% 0.01% 338 0 0.0% Q2 2026 Sep 08, 2026
Gibbs Wealth Management History Added to 29,073 1,278 0.13% 0.09% 339 +9,184 46.18% Q3 2026 Oct 22, 2026
PARK AVENUE SECURITIES LLC History Reduced 28,974 1,275 0.01% 0.01% 340 -3,192 -9.92% Q3 2026 Oct 26, 2026
Capula Management Ltd History No change 34,433 1,272 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
FLOW TRADERS U.S. LLC History No change 33,895 1,252 0.05% 0.05% 342 0 0.0% Q2 2026 Aug 14, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 28,426 1,250 0.45% 0.37% 343 +1,350 4.99% Q3 2026 Oct 14, 2026
Praxis Capital Management LLC History New 28,400 1,249 2.12% — 344 +28,400 New Q3 2026 Oct 16, 2026
IFG Advisory, LLC History No change 33,438 1,235 0.04% 0.04% 345 0 0.0% Q2 2026 Aug 13, 2026
Financial Sense Advisors, Inc. History No change 33,268 1,229 0.24% 0.24% 346 0 0.0% Q2 2026 Aug 14, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 158,820 1,229 0.06% 0.06% 347 0 0.0% Q3 2026 Oct 15, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 27,772 1,221 0.09% 0.07% 348 -1 -0.0% Q3 2026 Nov 02, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 27,389 1,218 0.07% 0.05% 349 +2,209 8.77% Q3 2026 Nov 02, 2026
Solstein Capital, LLC History No change 27,538 1,211 0.43% 0.35% 350 0 0.0% Q3 2026 Nov 02, 2026
Manske Wealth Management History Reduced 27,483 1,208 0.28% 0.25% 351 -97 -0.35% Q3 2026 Oct 26, 2026
Modern Wealth Management, LLC History No change 32,415 1,197 0.01% 0.01% 352 0 0.0% Q2 2026 Aug 13, 2026
Malaga Cove Capital, LLC History Reduced 27,050 1,189 0.38% 0.34% 353 -1,590 -5.55% Q3 2026 Oct 23, 2026
Venture Visionary Partners LLC History Added to 26,991 1,187 0.03% 0.03% 355 +349 1.31% Q3 2026 Oct 07, 2026
COZAD ASSET MANAGEMENT INC History No change 32,137 1,187 0.08% 0.08% 354 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 32,124 1,186 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History Added to 26,939 1,185 0.04% 0.03% 357 +571 2.17% Q3 2026 Oct 27, 2026
Parrish Capital LLC History Added to 26,863 1,181 1.15% 0.93% 358 +695 2.66% Q3 2026 Oct 01, 2026
Meridian Wealth Management, LLC History Reduced 26,835 1,180 0.04% 0.03% 359 -653 -2.38% Q3 2026 Nov 05, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 31,612 1,167 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 10, 2026
Chicago Capital, LLC History No change 26,276 1,155 0.03% 0.02% 361 0 0.0% Q3 2026 Oct 13, 2026
First American Bank History No change 25,948 1,141 0.06% 0.05% 362 0 0.0% Q3 2026 Oct 27, 2026
Valeo Financial Advisors, LLC History Added to 25,898 1,139 0.02% 0.02% 363 +1,454 5.95% Q3 2026 Oct 08, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 30,728 1,135 0.08% 0.08% 364 0 0.0% Q2 2026 Aug 04, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History Reduced 25,760 1,133 0.11% 0.09% 365 -311 -1.19% Q3 2026 Oct 27, 2026
Douglass Winthrop Advisors, LLC History No change 30,669 1,133 0.02% 0.02% 366 0 0.0% Q2 2026 Aug 13, 2026
Wealth Alliance Advisory Group, LLC History Reduced 25,557 1,124 0.16% 0.14% 367 -100 -0.39% Q3 2026 Oct 14, 2026
Templeton & Phillips Capital Management, LLC History No change 30,440 1,124 0.82% 0.82% 368 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Wealth Management, LLC History Added to 25,314 1,113 0.05% 0.04% 369 +74 0.29% Q3 2026 Nov 04, 2026
Argyle Capital Management, LLC History Reduced 25,107 1,104 0.32% 0.27% 370 -300 -1.18% Q3 2026 Oct 28, 2026
Independent Advisor Alliance History No change 29,441 1,087 0.03% 0.03% 371 0 0.0% Q2 2026 Aug 12, 2026
Ameritas Advisory Services, LLC History No change 28,955 1,069 0.02% 0.02% 372 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 28,885 1,067 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 11, 2026
Ascentis Independent Advisors History New 24,053 1,058 0.06% — 374 +24,053 New Q3 2026 Nov 03, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 23,988 1,055 0.02% 0.02% 375 -14,712 -38.02% Q3 2026 Oct 15, 2026
Oak Harvest Investment Services History Added to 23,983 1,055 0.1% 0.08% 376 +94 0.39% Q3 2026 Oct 20, 2026
Ethic Inc. History Reduced 23,967 1,054 0.01% 0.01% 377 -153 -0.63% Q3 2026 Nov 03, 2026
UMB Bank, n.a. History No change 28,523 1,053 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 13, 2026
CVFG LLC History No change 27,909 1,031 0.11% 0.11% 379 0 0.0% Q2 2026 Aug 11, 2026
HANCOCK WHITNEY CORP History No change 27,862 1,029 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History Added to 23,246 1,022 0.01% 0.01% 381 +8,672 59.5% Q3 2026 Oct 28, 2026
CURA WEALTH ADVISORS, LLC History No change 27,613 1,020 0.44% 0.44% 382 0 0.0% Q2 2026 Aug 06, 2026
Frank, Rimerman Advisors LLC History Added to 23,166 1,019 0.06% 0.05% 383 +549 2.43% Q3 2026 Oct 16, 2026
Pinnacle Financial Partners, Inc. History No change 27,387 1,011 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History Reduced 23,282 990 0.03% 0.02% 385 -2,260 -8.85% Q3 2026 Oct 23, 2026
Wilmington Savings Fund Society, FSB History Added to 22,425 986 0.02% 0.02% 386 +1,965 9.6% Q3 2026 Oct 23, 2026
CIBC Asset Management Inc History Added to 22,165 975 0.0% 0.0% 387 +154 0.7% Q3 2026 Nov 05, 2026
World Investment Advisors History No change 21,203 972 0.02% 0.02% 388 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History Reduced 22,070 971 0.02% 0.02% 389 -2,183 -9.0% Q3 2026 Oct 22, 2026
Smartleaf Asset Management LLC History No change 25,919 968 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 26,159 966 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 26,118 965 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 14, 2026
1ST SOURCE BANK History No change 26,111 964 0.04% 0.04% 393 0 0.0% Q2 2026 Aug 06, 2026
ASSOCIATED BANC-CORP History No change 21,759 957 0.02% 0.02% 394 0 0.0% Q3 2026 Oct 30, 2026
EP Wealth Advisors, LLC History No change 25,892 956 0.0% 0.0% 395 0 0.0% Q2 2026 Aug 11, 2026
Dynasty Wealth Management, LLC History No change 25,897 956 0.01% 0.01% 396 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 25,777 952 0.04% 0.04% 397 0 0.0% Q2 2026 Aug 14, 2026
JOHN G ULLMAN & ASSOCIATES INC History Reduced 21,600 950 0.12% 0.1% 398 -100 -0.46% Q3 2026 Nov 04, 2026
CENTRAL TRUST Co History Reduced 21,495 945 0.02% 0.01% 399 -827 -3.7% Q3 2026 Nov 05, 2026
Herold Advisors, Inc. History Reduced 21,438 943 0.18% 0.17% 400 -2,574 -10.72% Q3 2026 Oct 19, 2026
SAXON INTERESTS, INC. History Reduced 21,283 936 0.32% 0.23% 401 -1,050 -4.7% Q3 2026 Oct 26, 2026
PARTNERS WEALTH MANAGEMENT, LLC History Added to 21,131 929 0.1% 0.61% 402 +4,255 25.21% Q3 2026 Oct 28, 2026
Aptus Capital Advisors, LLC History No change 24,977 922 0.01% 0.01% 403 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 20,947 921 0.04% 0.04% 404 -797 -3.67% Q3 2026 Oct 28, 2026
MATHER GROUP, LLC. History Reduced 20,933 920 0.01% 0.01% 405 -1,517 -6.76% Q3 2026 Oct 14, 2026
Summit Trail Advisors, LLC History No change 24,875 919 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 11, 2026
Snowden Capital Advisors LLC History No change 24,494 905 0.02% 0.02% 407 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History Added to 20,536 903 0.0% 0.0% 408 +4,923 31.53% Q3 2026 Nov 05, 2026
Harbour Capital Advisors, LLC History Added to 20,540 903 0.16% 0.15% 409 +30 0.15% Q3 2026 Oct 13, 2026
STOCK YARDS BANK & TRUST CO History No change 24,392 901 0.03% 0.03% 410 0 0.0% Q2 2026 Aug 19, 2026
First Financial Bank - Trust Division History No change 20,192 888 0.06% 0.05% 411 0 0.0% Q3 2026 Oct 01, 2026
PROFUND ADVISORS LLC History Added to 20,017 880 0.03% 0.02% 412 +2,153 12.05% Q3 2026 Oct 28, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 23,804 879 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 05, 2026
Capital International Sarl History No change 23,721 876 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 12, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 19,656 867 0.0% 0.0% 415 -2,555 -11.5% Q3 2026 Nov 05, 2026
Dynamic Advisor Solutions LLC History Added to 19,653 864 0.02% 0.02% 416 +4,452 29.29% Q3 2026 Oct 13, 2026
Intrua Financial, LLC History Reduced 19,353 851 0.08% 0.07% 417 -565 -2.84% Q3 2026 Oct 28, 2026
DV Trading LLC History No change 22,986 849 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 14, 2026
RAELIPSKIE PARTNERSHIP History No change 22,979 849 0.32% 0.32% 419 0 0.0% Q2 2026 Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 19,149 842 0.03% 0.03% 421 -429 -2.19% Q3 2026 Oct 23, 2026
Nicholas Hoffman & Company, LLC. History Added to 19,147 842 0.02% 0.01% 420 +178 0.94% Q3 2026 Oct 30, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 22,758 840 0.44% 0.44% 422 0 0.0% Q2 2026 Jul 29, 2026
First Command Advisory Services, Inc. History Added to 19,007 836 0.0% 0.0% 424 +14,695 340.79% Q3 2026 Nov 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 22,644 836 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 14, 2026
Hoese & Co LLP History New 18,928 832 0.55% — 425 +18,928 New Q3 2026 Oct 21, 2026
Lebenthal Global Advisors, LLC History Reduced 18,810 827 0.11% 0.11% 426 -3,191 -14.5% Q3 2026 Oct 28, 2026
GUGGENHEIM CAPITAL LLC History No change 22,283 823 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 12, 2026
Trust Point Inc. History New 18,334 806 0.06% — 429 +18,334 New Q3 2026 Oct 27, 2026
Mesirow Financial Investment Management, Inc. History Added to 18,336 806 0.01% 0.01% 428 +1,905 11.59% Q3 2026 Nov 05, 2026
Purkiss Capital Advisors LLC History No change 21,805 805 0.31% 0.31% 430 0 0.0% Q2 2026 Jul 30, 2026
King Wealth Management Group History No change 21,759 804 0.09% 0.09% 431 0 0.0% Q2 2026 Aug 05, 2026
Horizon Investment Services, LLC History No change 21,705 802 0.22% 0.22% 432 0 0.0% Q2 2026 Aug 06, 2026
SAPIENT CAPITAL LLC History No change 18,213 801 0.01% 0.01% 433 0 0.0% Q3 2026 Oct 08, 2026
SIG BROKERAGE, LP History No change 21,662 800 0.02% 0.02% 434 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 21,656 800 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 14, 2026
FOSTER & MOTLEY INC History No change 21,619 799 0.04% 0.04% 436 0 0.0% Q2 2026 Aug 07, 2026
Sovran Advisors, LLC History Added to 15,726 791 0.05% 0.04% 437 +1,458 10.22% Q3 2026 Oct 30, 2026
Clearbridge Investments, LLC History No change 21,107 779 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 13, 2026
COWA, LLC History Added to 17,536 771 0.19% 0.12% 439 +4,736 37.0% Q3 2026 Oct 30, 2026
Bluespring Wealth Management, LLC History No change 20,804 768 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 20,553 759 0.02% 0.02% 441 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History Added to 15,487 755 0.03% 0.01% 442 +7,372 90.84% Q3 2026 Oct 15, 2026
WESBANCO BANK INC History Reduced 17,046 749 0.02% 0.02% 443 -4,839 -22.11% Q3 2026 Nov 04, 2026
North Star Investment Management Corp. History Added to 17,038 749 0.04% 0.03% 444 +169 1.0% Q3 2026 Oct 27, 2026
COURIER CAPITAL LLC History Added to 16,937 745 0.04% 0.03% 445 +22 0.13% Q3 2026 Oct 19, 2026
TOWNSQUARE CAPITAL LLC History No change 20,095 742 0.14% 0.14% 446 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Added to 16,821 739 0.06% 0.05% 449 +1,563 10.24% Q3 2026 Oct 07, 2026
MONECO ADVISORS, LLC History Added to 16,800 739 0.04% 0.04% 450 +251 1.52% Q3 2026 Nov 05, 2026
J. Goldman & Co LP History No change 20,000 739 0.02% 0.02% 447 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 20,354 739 0.04% 0.04% 448 0 0.0% Q2 2026 Jul 28, 2026
Balboa Wealth Partners History Added to 16,756 737 0.1% 0.07% 451 +3,402 25.48% Q3 2026 Oct 20, 2026
StoneX Group Inc. History Added to 16,765 736 0.03% 0.01% 452 +7,436 79.71% Q3 2026 Nov 03, 2026
Left Brain Wealth Management, LLC History No change 16,753 736 0.23% 0.19% 453 0 0.0% Q3 2026 Oct 28, 2026
WCG Wealth Advisors LLC History No change 19,864 733 0.02% 0.02% 454 0 0.0% Q2 2026 Aug 14, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History No change 16,670 733 0.44% 0.37% 455 0 0.0% Q3 2026 Oct 07, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 19,787 731 0.01% 0.01% 456 0 0.0% Q2 2026 Aug 14, 2026
ARS Investment Partners, LLC History No change 16,600 730 0.03% 0.03% 457 0 0.0% Q3 2026 Nov 05, 2026
DENALI ADVISORS LLC History No change 19,709 728 0.07% 0.07% 458 0 0.0% Q2 2026 Aug 10, 2026
Red Door Wealth Management, LLC History No change 19,598 724 0.07% 0.07% 459 0 0.0% Q2 2026 Jul 13, 2026
Analyst IMS Investment Management Services Ltd. History No change 16,167 711 0.02% 0.01% 460 0 0.0% Q3 2026 Nov 05, 2026
Nilsine Partners, LLC History Reduced 16,140 709 0.05% 0.04% 461 -841 -4.95% Q3 2026 Nov 02, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 19,007 702 0.0% 0.0% 462 0 0.0% Q2 2026 Aug 10, 2026
Winning Points Advisors, LLC History No change 18,764 693 0.91% 0.91% 463 0 0.0% Q2 2026 Aug 17, 2026
SCS Capital Management LLC History No change 18,655 689 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 06, 2026
Farringdon Capital, Ltd. History No change 18,571 686 0.34% 0.34% 465 0 0.0% Q2 2026 Aug 12, 2026
Texas Yale Capital Corp. History No change 18,441 681 0.01% 0.01% 466 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 18,408 680 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 06, 2026
Permanent Capital Management, LP History No change 18,429 680 0.09% 0.09% 468 0 0.0% Q2 2026 Aug 12, 2026
GRANDFIELD & DODD, LLC History No change 15,431 678 0.04% 0.03% 469 0 0.0% Q3 2026 Oct 28, 2026
SHARPEPOINT LLC History No change 18,368 678 0.34% 0.34% 470 0 0.0% Q2 2026 Jul 29, 2026
Csenge Advisory Group History Reduced 15,397 677 0.03% 0.02% 471 -219 -1.4% Q3 2026 Nov 04, 2026
Garner Asset Management Corp History Added to 13,392 676 0.22% 0.16% 472 +34 0.25% Q3 2026 Oct 29, 2026
Archer Investment Corp History No change 15,296 672 0.12% 0.11% 473 0 0.0% Q3 2026 Nov 05, 2026
Legacy Wealth Asset Management, LLC History Added to 15,258 671 0.15% 0.12% 474 +121 0.8% Q3 2026 Oct 08, 2026
Checchi Capital Advisers, LLC History No change 18,158 670 0.03% 0.03% 475 0 0.0% Q2 2026 Aug 04, 2026
Future Fund LLC History No change 18,155 670 0.19% 0.19% 476 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 18,022 665 0.03% 0.03% 477 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History No change 17,993 664 0.35% 0.35% 478 0 0.0% Q2 2026 Aug 05, 2026
Range Financial Group LLC History New 14,843 652 0.18% — 480 +14,843 New Q3 2026 Oct 20, 2026
Mill Capital Management, LLC History No change 14,828 652 0.04% 0.04% 479 0 0.0% Q3 2026 Oct 26, 2026
Landmark Wealth Management, LLC History No change 14,800 651 0.16% 0.13% 481 0 0.0% Q3 2026 Nov 03, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Reduced 14,740 648 0.04% 0.03% 482 -835 -5.36% Q3 2026 Oct 23, 2026
HUB Investment Partners, LLC History Added to 14,698 646 0.01% 0.01% 483 +2,487 20.37% Q3 2026 Nov 03, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 17,313 639 0.01% 0.01% 484 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History Reduced 14,480 636 0.01% 0.01% 485 -250 -1.7% Q3 2026 Oct 22, 2026
Miller Global Investments, LLC History Reduced 14,455 635 0.51% 0.45% 487 -314 -2.13% Q3 2026 Oct 02, 2026
Finward Bancorp History No change 14,438 635 0.47% 0.4% 486 0 0.0% Q3 2026 Oct 14, 2026
EntryPoint Capital, LLC History No change 17,010 628 0.15% 0.15% 488 0 0.0% Q2 2026 Aug 13, 2026
BAXTER BROS INC History Reduced 13,972 614 0.07% 0.06% 489 -500 -3.45% Q3 2026 Nov 04, 2026
Summit Financial, LLC History No change 16,625 614 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 12, 2026
Kathmere Capital Management, LLC History Added to 13,937 613 0.03% 0.03% 491 +1,129 8.81% Q3 2026 Oct 20, 2026
Goelzer Investment Management, Inc. History Added to 13,780 606 0.03% 0.01% 493 +6,706 94.8% Q3 2026 Oct 15, 2026
CAPITAL ADVISORS INC/OK History No change 16,404 606 0.01% 0.01% 492 0 0.0% Q2 2026 Jul 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 16,386 605 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 23, 2026
BESSEMER GROUP INC History No change 16,349 604 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 12, 2026
MONARCH CAPITAL MANAGEMENT INC History Reduced 13,722 603 0.14% 0.12% 496 -1,050 -7.11% Q3 2026 Oct 19, 2026
Allen Capital Group, LLC History Added to 13,728 603 0.05% 0.04% 497 +295 2.2% Q3 2026 Oct 27, 2026
Coastwise Capital Group, LLC History No change 16,310 602 0.35% 0.35% 498 0 0.0% Q2 2026 Jul 16, 2026
WRIGHT INVESTORS SERVICE INC History Added to 13,657 600 0.17% 0.14% 499 +97 0.72% Q3 2026 Nov 02, 2026
Recurrent Investment Advisors LLC History No change 126,792 594 0.04% 0.04% 500 0 0.0% Q2 2026 Aug 14, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 13,493 593 0.16% 0.08% 501 -1,440 -9.64% Q3 2026 Oct 30, 2026
CreativeOne Wealth, LLC History No change 15,995 591 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History Reduced 13,386 588 0.07% 0.06% 503 -100 -0.74% Q3 2026 Oct 26, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 13,353 587 0.0% 0.0% 504 -4,288 -24.31% Q3 2026 Oct 29, 2026
Burford Brothers, Inc. History No change 13,352 587 0.21% 0.18% 505 0 0.0% Q3 2026 Oct 21, 2026
Wealthspire Advisors, LLC History No change 15,863 586 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 11, 2026
SVB WEALTH LLC History No change 15,834 585 0.04% 0.04% 507 0 0.0% Q2 2026 Jul 17, 2026
LOUISBOURG INVESTMENTS INC. History No change 13,280 584 0.11% 0.09% 508 0 0.0% Q3 2026 Oct 20, 2026
Quadrature Capital Ltd History No change 15,742 581 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 13,107 576 0.01% 0.01% 510 -727 -5.26% Q3 2026 Oct 22, 2026
OpenArc Corporate Advisory, LLC History New 13,077 575 0.01% — 513 +13,077 New Q3 2026 Oct 21, 2026
Perigon Wealth Management, LLC History Added to 13,088 575 0.01% 0.01% 511 +4,326 49.37% Q3 2026 Oct 22, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Added to 13,083 575 0.11% 0.1% 512 +8 0.06% Q3 2026 Oct 16, 2026
Pekin Hardy Strauss, Inc. History Added to 13,063 574 0.05% 0.03% 514 +2,950 29.17% Q3 2026 Nov 02, 2026
Edge Wealth Management LLC History Added to 12,993 573 0.09% 0.08% 515 +9 0.07% Q3 2026 Oct 13, 2026
BEARING POINT CAPITAL, LLC History No change 15,500 572 0.08% 0.08% 516 0 0.0% Q2 2026 Aug 11, 2026
Busey Bank History Reduced 12,956 569 0.01% 0.01% 517 -140 -1.07% Q3 2026 Oct 26, 2026
Chicago Partners Investment Group LLC History Added to 11,105 569 0.01% 0.01% 518 +105 0.95% Q3 2026 Oct 26, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 15,393 568 0.16% 0.16% 519 0 0.0% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History No change 15,143 559 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 12, 2026
WELCH & FORBES LLC History No change 12,690 558 0.01% 0.01% 521 0 0.0% Q3 2026 Nov 04, 2026
Williams Jones Wealth Management, LLC. History Reduced 12,660 556 0.01% 0.01% 522 -383 -2.94% Q3 2026 Nov 05, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 12,512 550 0.02% 0.01% 524 -3,693 -22.79% Q3 2026 Oct 21, 2026
West Family Investments, Inc. History No change 14,902 550 0.16% 0.16% 523 0 0.0% Q2 2026 Aug 10, 2026
Aull & Monroe Investment Management Corp History No change 12,475 548 0.24% 0.19% 525 0 0.0% Q3 2026 Oct 16, 2026
Qtron Investments LLC History No change 14,800 546 0.07% 0.07% 526 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History Reduced 11,186 541 0.01% 0.01% 528 -1,471 -11.62% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 11,186 541 0.01% 0.01% 529 -1,471 -11.62% Q3 2026 Oct 20, 2026
Pettinga Financial Advisors LLC History Added to 12,304 541 0.09% 0.07% 527 +133 1.09% Q3 2026 Oct 13, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 12,292 540 0.01% 0.01% 530 +1,573 14.67% Q3 2026 Oct 13, 2026
BCS Private Wealth Management, Inc. History No change 14,636 540 0.16% 0.16% 531 0 0.0% Q2 2026 Jul 31, 2026
OneDigital Investment Advisors LLC History No change 14,565 538 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 06, 2026
Vertex Planning Partners, LLC History No change 14,583 538 0.08% 0.08% 533 0 0.0% Q2 2026 Aug 14, 2026
Rose Capital Advisors LLC History New 12,213 537 0.13% — 535 +12,213 New Q3 2026 Nov 04, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 12,228 537 0.01% 0.01% 534 -1,066 -8.02% Q3 2026 Oct 13, 2026
Fort Point Capital Partners LLC History No change 14,407 532 0.04% 0.04% 536 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 14,395 531 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 04, 2026
Portside Wealth Group, LLC History Added to 12,051 530 0.06% 0.04% 538 +3,112 34.81% Q3 2026 Oct 20, 2026
BURRUS FINANCIAL SERVICES, INC. History Added to 12,003 528 0.24% 0.19% 539 +136 1.15% Q3 2026 Oct 22, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 11,997 527 0.02% 0.02% 540 0 0.0% Q3 2026 Oct 30, 2026
NICOLET BANKSHARES INC History No change 14,121 527 0.02% 0.02% 541 0 0.0% Q2 2026 Aug 11, 2026
LVW Advisors, LLC History Added to 11,918 524 0.04% 0.04% 542 +888 8.05% Q3 2026 Oct 19, 2026
Permanens Capital L.P. History No change 14,140 522 0.05% 0.05% 543 0 0.0% Q2 2026 Aug 14, 2026
Hilltop National Bank History Reduced 11,823 520 0.11% 0.09% 544 -170 -1.42% Q3 2026 Oct 14, 2026
MidFirst Bank History No change 14,099 520 0.04% 0.04% 545 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 11,745 516 0.02% 0.01% 548 +1,693 16.84% Q3 2026 Oct 08, 2026
Sowell Financial Services LLC History Added to 11,750 516 0.02% 0.01% 547 +69 0.59% Q3 2026 Oct 23, 2026
HM PAYSON & CO History No change 13,980 516 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 17, 2026
Brookstone Capital Management History Added to 11,710 515 0.01% 0.0% 549 +152 1.32% Q3 2026 Oct 22, 2026
Tannin Capital LLC History Reduced 11,700 514 0.39% 0.3% 550 -823 -6.57% Q3 2026 Nov 05, 2026
EverSource Wealth Advisors, LLC History Added to 11,634 511 0.02% 0.01% 552 +724 6.64% Q3 2026 Nov 04, 2026
CENTAURUS FINANCIAL, INC. History No change 13,833 511 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 17, 2026
PCM Encore, LLC History No change 13,781 509 0.09% 0.09% 553 0 0.0% Q2 2026 Aug 11, 2026
Fruth Investment Management History No change 11,530 507 0.12% 0.1% 554 0 0.0% Q3 2026 Oct 13, 2026
RNC CAPITAL MANAGEMENT LLC History No change 13,587 502 0.02% 0.02% 555 0 0.0% Q2 2026 Aug 06, 2026
Winch Advisory Services, LLC History No change 13,581 501 0.1% 0.1% 556 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History New 11,360 499 0.0% — 558 +11,360 New Q3 2026 Nov 04, 2026
PHILADELPHIA TRUST CO History Reduced 11,334 499 0.03% 0.03% 557 -900 -7.36% Q3 2026 Nov 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 13,491 498 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 11,310 497 0.39% 0.32% 560 0 0.0% Q3 2026 Oct 26, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 11,239 494 0.07% 0.07% 561 -514 -4.37% Q3 2026 Oct 08, 2026
May Hill Capital, LLC History Added to 11,221 493 0.1% 0.07% 562 +1,541 15.92% Q3 2026 Nov 02, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 11,163 491 0.01% 0.01% 563 -594 -5.05% Q3 2026 Oct 29, 2026
Capital Investment Counsel, Inc History Reduced 11,155 490 0.05% 0.05% 564 -700 -5.9% Q3 2026 Oct 20, 2026
INTEGRITY ALLIANCE, LLC. History Added to 11,120 489 0.01% 0.01% 565 +1,718 18.27% Q3 2026 Oct 29, 2026
Composition Wealth, LLC History No change 13,225 488 0.01% 0.01% 566 0 0.0% Q2 2026 Jul 22, 2026
Northstar Financial Companies, Inc. History No change 13,141 485 0.33% 0.33% 567 0 0.0% Q2 2026 Aug 06, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 11,020 484 0.0% 0.0% 568 0 0.0% Q3 2026 Oct 23, 2026
Atria Investments, Inc History Reduced 10,953 481 0.0% 0.01% 569 -3,959 -26.55% Q3 2026 Oct 15, 2026
Accurate Wealth Management, LLC History Reduced 9,914 481 0.04% 0.04% 571 -1,506 -13.19% Q3 2026 Oct 20, 2026
Investors Research Corp History Reduced 10,940 481 0.08% 0.07% 570 -250 -2.23% Q3 2026 Oct 07, 2026
Bay Rivers Group History No change 13,000 480 0.16% 0.16% 572 0 0.0% Q2 2026 Jul 09, 2026
GSA CAPITAL PARTNERS LLP History No change 12,881 476 0.03% 0.03% 573 0 0.0% Q2 2026 Aug 06, 2026
Empowered Funds, LLC History No change 12,887 476 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History No change 12,874 475 0.01% 0.01% 575 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY TRUST CO History No change 12,854 474 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 13, 2026
Aegis Wealth Management LLC History No change 12,840 474 0.22% 0.22% 577 0 0.0% Q2 2026 Aug 07, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 10,688 470 0.01% 0.01% 580 -2,951 -21.64% Q3 2026 Oct 27, 2026
HSBC HOLDINGS PLC History No change 12,721 470 0.0% 0.0% 578 0 0.0% Q2 2026 Aug 14, 2026
HBK Sorce Advisory LLC History No change 11,424 470 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 06, 2026
Alessandra Capital Management, LLC History No change 10,634 467 0.33% 0.28% 581 0 0.0% Q3 2026 Oct 30, 2026
IFP Advisors, Inc History Reduced 10,598 466 0.01% 0.01% 582 -136 -1.27% Q3 2026 Oct 16, 2026
Soltis Investment Advisors LLC History Added to 10,539 463 0.02% 0.02% 583 +1,367 14.9% Q3 2026 Oct 28, 2026
Rosenberg Matthew Hamilton History Reduced 10,531 463 0.08% 0.08% 584 -696 -6.2% Q3 2026 Oct 05, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 10,514 462 0.01% 0.01% 585 +510 5.1% Q3 2026 Nov 04, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 10,498 461 0.01% 0.01% 586 -1,068 -9.23% Q3 2026 Oct 20, 2026
RASP WEALTH SOLUTIONS, LLC History No change 12,483 461 0.15% 0.15% 587 0 0.0% Q2 2026 Aug 11, 2026
FIRST FINANCIAL CORP /IN/ History No change 10,463 460 0.16% 0.13% 588 0 0.0% Q3 2026 Oct 13, 2026
SHAYNE & JACOBS, LLC History No change 10,446 459 0.14% 0.11% 589 0 0.0% Q3 2026 Oct 21, 2026
WEALTHSPAN PARTNERS, LLC History No change 12,431 459 0.14% 0.14% 590 0 0.0% Q2 2026 Aug 06, 2026
Carnegie Investment Counsel History Reduced 10,426 458 0.01% 0.01% 591 -413 -3.81% Q3 2026 Oct 20, 2026
Asset Advisory Group, Inc. History No change 10,424 458 0.2% 0.17% 592 0 0.0% Q3 2026 Oct 20, 2026
IHT Wealth Management, LLC History No change 12,380 457 0.01% 0.01% 593 0 0.0% Q2 2026 Aug 14, 2026
Net Worth Advisory Group History Added to 10,202 453 0.11% 0.08% 594 +1,786 21.22% Q3 2026 Oct 19, 2026
GREENLEAF TRUST History Reduced 10,234 450 0.0% 0.0% 595 -2,838 -21.71% Q3 2026 Oct 29, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 12,115 447 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 12,047 445 0.02% 0.02% 597 0 0.0% Q2 2026 Aug 14, 2026
Collaborative Fund Advisors, LLC History New 10,113 444 0.24% — 599 +10,113 New Q3 2026 Nov 02, 2026
AlphaCore Capital LLC History Added to 10,105 444 0.01% 0.01% 598 +1,139 12.7% Q3 2026 Nov 04, 2026
Oxinas Partners, LLC History No change 11,978 442 0.17% 0.17% 600 0 0.0% Q2 2026 Jul 14, 2026
WealthTrust Axiom LLC History No change 11,947 441 0.1% 0.1% 601 0 0.0% Q2 2026 Aug 11, 2026
SAGE RHINO CAPITAL LLC History Reduced 10,024 440 0.07% 0.06% 602 -347 -3.35% Q3 2026 Oct 27, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 9,987 439 0.05% 0.04% 603 +566 6.01% Q3 2026 Oct 21, 2026
Aprio Wealth Management, LLC History Added to 9,891 435 0.02% 0.02% 604 +1,610 19.44% Q3 2026 Oct 28, 2026
Willis Johnson Wealth, Inc. History Added to 9,888 434 0.02% 0.01% 606 +2,782 39.15% Q3 2026 Nov 03, 2026
Geneos Wealth Management Inc. History No change 11,765 434 0.01% 0.01% 605 0 0.0% Q2 2026 Aug 06, 2026
ENCOMPASS WEALTH ADVISORS, LLC History New 9,866 433 0.06% — 610 +9,866 New Q3 2026 Oct 15, 2026
Lighthouse Investment Partners, LLC History No change 11,727 433 0.01% 0.01% 607 0 0.0% Q2 2026 Aug 14, 2026
Elgethun Capital Management History No change 11,744 433 0.06% 0.06% 608 0 0.0% Q2 2026 Jul 29, 2026
Cherokee Insurance Co History No change 9,854 433 0.16% 0.14% 609 0 0.0% Q3 2026 Nov 05, 2026
Sentry LLC History Reduced 9,806 431 0.15% 0.11% 612 -1,038 -9.57% Q3 2026 Oct 30, 2026
DAVIDSON TRUST CO History No change 9,820 431 0.17% 0.14% 611 0 0.0% Q3 2026 Oct 09, 2026
AR ASSET MANAGEMENT INC History No change 11,642 430 0.08% 0.08% 613 0 0.0% Q2 2026 Aug 07, 2026
NTV ASSET MANAGEMENT LLC History Added to 9,763 429 0.04% 0.02% 614 +3,396 53.34% Q3 2026 Oct 23, 2026
Confluence Wealth Services, Inc. History Reduced 9,620 423 0.01% 0.02% 615 -8,828 -47.85% Q3 2026 Nov 05, 2026
Prospect Financial Services LLC History No change 11,470 423 0.21% 0.21% 616 0 0.0% Q2 2026 Aug 06, 2026
ARK & TLK INVESTMENTS, LLC History Reduced 9,532 419 0.1% 0.13% 620 -4,859 -33.76% Q3 2026 Oct 19, 2026
Blue Trust, Inc. History Reduced 9,538 419 0.0% 0.01% 619 -4,260 -30.87% Q3 2026 Oct 15, 2026
CAPITAL INTERNATIONAL LTD /CA/ History No change 11,347 419 0.01% 0.01% 617 0 0.0% Q2 2026 Aug 12, 2026
KLCM Advisors, Inc. History No change 11,351 419 0.03% 0.03% 618 0 0.0% Q2 2026 Aug 06, 2026
CHICAGO TRUST Co NA History No change 9,482 417 0.06% 0.05% 621 0 0.0% Q3 2026 Oct 28, 2026
Capital Analysts, LLC History No change 11,279 417 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 05, 2026
Second Line Capital, LLC History No change 11,290 417 0.08% 0.08% 623 0 0.0% Q2 2026 Sep 02, 2026
Southeast Asset Advisors, LLC History No change 11,218 414 0.04% 0.04% 624 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 11,211 414 0.01% 0.01% 625 0 0.0% Q2 2026 Aug 03, 2026
Simmons Bank History No change 11,181 413 0.02% 0.02% 626 0 0.0% Q2 2026 Jul 31, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 9,313 409 0.09% 0.07% 627 -79 -0.84% Q3 2026 Oct 13, 2026
HighPoint Advisor Group LLC History No change 11,092 409 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 05, 2026
CapWealth Advisors, LLC History New 9,191 404 0.03% — 629 +9,191 New Q3 2026 Oct 05, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 9,162 403 0.03% 0.02% 630 -14 -0.15% Q3 2026 Oct 19, 2026
Hexagon Capital Partners LLC History No change 10,914 403 0.06% 0.06% 631 0 0.0% Q2 2026 Aug 06, 2026
Atlas Legacy Advisors, LLC History No change 10,927 403 0.06% 0.06% 632 0 0.0% Q2 2026 Jul 31, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 9,125 401 0.04% 0.03% 633 -146 -1.57% Q3 2026 Oct 27, 2026
Weinberger Asset Management, Inc History No change 9,102 400 0.13% 0.13% 634 0 0.0% Q3 2026 Oct 28, 2026
Plancorp, LLC History Added to 7,919 399 0.01% 0.01% 635 +611 8.36% Q3 2026 Nov 02, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 8,497 399 0.05% 0.05% 636 0 0.0% Q2 2026 Aug 05, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History Reduced 9,058 398 0.07% 0.06% 637 -190 -2.05% Q3 2026 Nov 05, 2026
Investment Research Partners LLC History Added to 8,967 394 0.13% 0.11% 639 +537 6.37% Q3 2026 Oct 19, 2026
Founders Financial Alliance, LLC History No change 10,674 394 0.05% 0.05% 638 0 0.0% Q2 2026 Aug 04, 2026
71 West Capital Partners History Added to 8,892 391 0.01% 0.01% 641 +230 2.66% Q3 2026 Nov 04, 2026
TITLEIST ASSET MANAGEMENT, LLC History Added to 8,907 391 0.03% 0.02% 640 +45 0.51% Q3 2026 Oct 08, 2026
EASTERN BANK History Reduced 8,870 390 0.01% 0.01% 642 -10,025 -53.06% Q3 2026 Oct 05, 2026
Keating Financial Advisory Services, Inc. History No change 10,567 390 0.05% 0.05% 643 0 0.0% Q2 2026 Aug 11, 2026
AlTi Global, Inc. History No change 10,520 388 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History Reduced 8,674 381 0.02% 0.02% 645 -423 -4.65% Q3 2026 Nov 05, 2026
AVALON CAPITAL MANAGEMENT History No change 8,658 380 0.09% 0.08% 646 0 0.0% Q3 2026 Nov 04, 2026
Corsicana & Co. History No change 10,296 380 0.18% 0.18% 647 0 0.0% Q2 2026 Jul 24, 2026
Cape Investment Advisory, Inc. History Added to 8,596 378 0.1% 0.08% 650 +918 11.96% Q3 2026 Oct 13, 2026
PEOPLES BANK /OH History Added to 8,599 378 0.17% 0.16% 648 +324 3.92% Q3 2026 Oct 26, 2026
Integrated Investment Consultants, LLC History No change 10,257 378 0.07% 0.07% 649 0 0.0% Q2 2026 Aug 17, 2026
ALLIANCEBERNSTEIN L.P. History No change 8,020 376 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 10,116 373 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 13, 2026
American Trust Investment Advisors, LLC History No change 10,045 371 0.18% 0.18% 653 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS History No change 10,017 370 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 13, 2026
Asset Allocation & Management Company, LLC History No change 8,400 370 0.12% 0.1% 655 0 0.0% Q3 2026 Oct 13, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 8,403 369 0.21% 0.18% 656 +129 1.56% Q3 2026 Oct 22, 2026
Accel Wealth Management History Added to 8,349 367 0.08% 0.06% 657 +720 9.44% Q3 2026 Oct 13, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 8,350 367 0.01% 0.01% 658 0 0.0% Q3 2026 Oct 22, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 8,323 366 0.01% 0.01% 659 0 0.0% Q3 2026 Oct 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 9,913 366 0.02% 0.02% 660 0 0.0% Q2 2026 Aug 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 9,912 366 0.05% 0.05% 661 0 0.0% Q2 2026 Jul 24, 2026
Versant Capital Management, Inc History Added to 8,310 365 0.03% 0.03% 662 +357 4.49% Q3 2026 Oct 01, 2026
Gallacher Capital Management LLC History Reduced 8,288 364 0.3% 0.2% 663 -1,374 -14.22% Q3 2026 Oct 29, 2026
Caldwell Trust Co History No change 8,271 363 0.03% 0.02% 664 0 0.0% Q3 2026 Oct 30, 2026
KEB ASSET MANAGEMENT, LLC History No change 9,813 362 0.06% 0.06% 665 0 0.0% Q2 2026 Jul 14, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 8,229 361 0.02% 0.01% 666 0 0.0% Q3 2026 Oct 27, 2026
Koshinski Asset Management, Inc. History No change 8,207 361 0.02% 0.02% 667 0 0.0% Q3 2026 Oct 29, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 8,165 359 0.04% 0.03% 668 +1,059 14.9% Q3 2026 Oct 13, 2026
Focus Financial Network, Inc. History Added to 8,183 359 0.01% 0.01% 669 +44 0.54% Q3 2026 Oct 14, 2026
FSA Advisors, Inc. History No change 9,702 358 0.16% 0.16% 670 0 0.0% Q2 2026 Aug 17, 2026
PDS Planning, Inc History Reduced 8,073 355 0.02% 0.02% 671 -205 -2.48% Q3 2026 Nov 03, 2026
WINSLOW ASSET MANAGEMENT INC History No change 9,562 353 0.06% 0.06% 672 0 0.0% Q2 2026 Aug 06, 2026
MQS Management LLC History No change 9,573 353 0.43% 0.43% 673 0 0.0% Q2 2026 Aug 07, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 9,568 353 0.07% 0.07% 674 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Co of New England, Inc. History Reduced 7,989 351 0.13% 0.11% 675 -553 -6.47% Q3 2026 Oct 15, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History Reduced 7,942 349 0.0% 0.0% 676 -1,231 -13.42% Q3 2026 Nov 05, 2026
Almanack Investment Partners, LLC. History Reduced 7,911 348 0.04% 0.04% 677 -319 -3.88% Q3 2026 Nov 03, 2026
Essex Bank History No change 7,914 348 0.07% 0.06% 678 0 0.0% Q3 2026 Oct 16, 2026
PRIVATE TRUST CO NA History Added to 7,874 346 0.03% 0.02% 679 +2,761 54.0% Q3 2026 Oct 20, 2026
Wedmont Private Capital History Added to 7,478 346 0.01% 0.01% 681 +320 4.47% Q3 2026 Oct 09, 2026
180 WEALTH ADVISORS, LLC History Reduced 7,870 346 0.03% 0.03% 680 -160 -1.99% Q3 2026 Nov 03, 2026
LRI Investments, LLC History No change 9,348 345 0.03% 0.03% 682 0 0.0% Q2 2026 Jul 14, 2026
Sivia Capital Partners, LLC History No change 9,334 344 0.04% 0.04% 683 0 0.0% Q2 2026 Jul 23, 2026
Facet Wealth, Inc. History Added to 7,784 342 0.0% 0.0% 687 +2,257 40.84% Q3 2026 Nov 04, 2026
Prime Capital Investment Advisors, LLC History Reduced 7,788 342 0.0% 0.0% 686 -285 -3.53% Q3 2026 Oct 20, 2026
LOWE BROCKENBROUGH & CO INC History No change 9,276 342 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 03, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 9,266 342 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 11, 2026
CPA Asset Management Group, LLC History No change 7,796 342 0.1% 0.08% 688 0 0.0% Q3 2026 Oct 26, 2026
Jacobi Capital Management LLC History Reduced 7,758 341 0.02% 0.02% 689 -1,082 -12.24% Q3 2026 Nov 05, 2026
UPTICK PARTNERS, LLC History Added to 7,772 341 0.05% 0.04% 690 +171 2.25% Q3 2026 Nov 04, 2026
Wealth Dimensions Group, Ltd. History Added to 7,742 340 0.06% 0.05% 691 +4 0.05% Q3 2026 Nov 02, 2026
Abel Hall, LLC History Added to 7,669 337 0.06% 0.05% 693 +570 8.03% Q3 2026 Oct 19, 2026
THOMPSON SIEGEL & WALMSLEY LLC History Added to 7,654 337 0.01% 0.0% 692 +150 2.0% Q3 2026 Nov 05, 2026
Dorsey & Whitney Trust CO LLC History No change 9,083 335 0.02% 0.02% 694 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 9,087 335 0.01% 0.01% 695 0 0.0% Q2 2026 Aug 12, 2026
CULLINAN ASSOCIATES INC History No change 7,600 334 0.03% 0.02% 696 0 0.0% Q3 2026 Nov 03, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 9,000 332 0.02% 0.02% 697 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 9,004 332 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 14, 2026
Game Creek Capital, LP History No change 9,000 332 0.12% 0.12% 699 0 0.0% Q2 2026 Aug 13, 2026
Iron Gate Global Advisors LLC History No change 8,909 329 0.03% 0.03% 700 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History New 7,458 328 0.01% — 703 +7,458 New Q3 2026 Nov 05, 2026
GAMCO INVESTORS, INC. ET AL History No change 8,881 328 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Union Bankshares Corp History No change 8,887 328 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 11, 2026
ST GERMAIN D J CO INC History No change 8,861 327 0.01% 0.01% 704 0 0.0% Q2 2026 Jul 21, 2026
Greenline Partners, LLC History No change 8,823 326 0.03% 0.03% 705 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT PARTNERS LLC History Added to 7,397 325 0.08% 0.07% 706 +381 5.43% Q3 2026 Oct 08, 2026
B.A. Schrock Wealth Management, Inc. History New 7,214 321 0.12% — 708 +7,214 New Q3 2026 Oct 14, 2026
HOLDERNESS INVESTMENTS CO History No change 8,688 321 0.05% 0.05% 707 0 0.0% Q2 2026 Aug 12, 2026
Smith Group Asset Management, LLC History Reduced 7,280 320 0.02% 0.1% 710 -59,040 -89.02% Q3 2026 Oct 27, 2026
Calydon Capital History No change 8,681 320 0.05% 0.05% 709 0 0.0% Q2 2026 Aug 14, 2026
ADELL HARRIMAN & CARPENTER INC History New 7,225 317 0.02% — 712 +7,225 New Q3 2026 Nov 02, 2026
Crewe Advisors LLC History No change 8,581 317 0.02% 0.02% 711 0 0.0% Q2 2026 Jul 23, 2026
Palogic Value Management, L.P. History No change 8,558 316 0.1% 0.1% 713 0 0.0% Q2 2026 Aug 14, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History Added to 7,138 314 0.05% 0.04% 714 +181 2.6% Q3 2026 Oct 07, 2026
Comprehensive Money Management Services LLC History No change 8,460 312 0.2% 0.2% 715 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History Reduced 7,070 311 0.01% 0.01% 716 -245 -3.35% Q3 2026 Nov 04, 2026
SteelPeak Wealth, LLC History Added to 7,025 309 0.01% 0.01% 717 +92 1.33% Q3 2026 Oct 16, 2026
CWA Asset Management Group, LLC History Added to 7,013 308 0.01% 0.01% 719 +157 2.29% Q3 2026 Oct 19, 2026
ROBERTS GLORE & CO INC /IL/ History No change 8,352 308 0.08% 0.08% 718 0 0.0% Q2 2026 Aug 10, 2026
Empirical Asset Management, LLC History No change 8,356 308 0.07% 0.07% 720 0 0.0% Q2 2026 Aug 10, 2026
LODESTAR PRIVATE ASSET MANAGEMENT LLC History Reduced 6,981 307 0.03% 0.02% 723 -19 -0.27% Q3 2026 Oct 26, 2026
U S GLOBAL INVESTORS INC History No change 7,000 307 0.03% 0.02% 721 0 0.0% Q3 2026 Oct 22, 2026
Grey Ledge Advisors, LLC History No change 6,998 307 0.06% 0.05% 722 0 0.0% Q3 2026 Oct 30, 2026
BFC Planning, Inc. History No change 8,334 307 0.01% 0.01% 724 0 0.0% Q2 2026 Oct 29, 2026
Summit Global Investments History New 6,950 306 0.02% — 725 +6,950 New Q3 2026 Oct 28, 2026
INGALLS & SNYDER LLC History No change 8,249 305 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History Added to 6,927 304 0.07% 0.06% 727 +23 0.33% Q3 2026 Oct 16, 2026
CUTLER INVESTMENT COUNSEL LLC History Added to 6,908 303 0.03% 0.02% 728 +10 0.14% Q3 2026 Oct 28, 2026
Frec Markets, Inc. History No change 8,220 303 0.03% 0.03% 729 0 0.0% Q2 2026 Aug 13, 2026
United Asset Strategies, Inc. History No change 6,801 299 0.02% 0.02% 730 0 0.0% Q3 2026 Oct 28, 2026
PCB Capital LLC History No change 8,101 299 0.36% 0.36% 731 0 0.0% Q2 2026 Jul 20, 2026
ANCHYRA PARTNERS LLC History New 6,778 298 0.06% — 733 +6,778 New Q3 2026 Oct 13, 2026
Powers Advisory Group, LLC History Reduced 6,786 298 0.09% 0.08% 732 -283 -4.0% Q3 2026 Oct 14, 2026
CHAPIN DAVIS, INC. History Added to 6,742 296 0.06% 0.04% 734 +129 1.95% Q3 2026 Oct 08, 2026
Crescent Grove Advisors, LLC History Added to 6,700 294 0.02% 0.02% 736 +450 7.2% Q3 2026 Oct 21, 2026
Robertson Stephens Wealth Management, LLC History Reduced 6,705 294 0.01% 0.01% 737 -116 -1.7% Q3 2026 Oct 16, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 7,959 294 0.02% 0.02% 735 0 0.0% Q2 2026 Aug 07, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,945 293 0.01% 0.01% 738 0 0.0% Q2 2026 Aug 10, 2026
Lionhunter Capital Management, LLC History No change 7,936 293 0.13% 0.13% 739 0 0.0% Q2 2026 Aug 13, 2026
CRA Financial Services, LLC History Reduced 6,658 292 0.03% 0.03% 740 -126 -1.86% Q3 2026 Oct 16, 2026
Envestnet Portfolio Solutions, Inc. History No change 7,913 292 0.0% 0.0% 741 0 0.0% Q2 2026 Sep 23, 2026
Diversified Enterprises, LLC History Added to 6,634 291 0.01% 0.01% 744 +359 5.72% Q3 2026 Oct 19, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 7,884 291 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 11, 2026
LaSalle St. Investment Advisors, LLC History No change 7,891 291 0.04% 0.04% 743 0 0.0% Q2 2026 Aug 11, 2026
Shah Wealth Advisors, LLC History No change 7,832 289 0.07% 0.07% 745 0 0.0% Q2 2026 Aug 07, 2026
Maridea Wealth Management LLC History No change 7,809 288 0.03% 0.03% 746 0 0.0% Q2 2026 Aug 06, 2026
NORTHLAND SECURITIES, INC. History No change 6,540 287 0.17% 0.14% 747 0 0.0% Q3 2026 Nov 02, 2026
Wealthcare Advisory Partners LLC History New 6,520 286 0.0% — 748 +6,520 New Q3 2026 Oct 21, 2026
EXCALIBUR MANAGEMENT CORP History Added to 6,501 285 0.09% 0.08% 750 +224 3.57% Q3 2026 Oct 30, 2026
Arkfeld Wealth Strategies, L.L.C. History Added to 6,405 285 0.08% 0.07% 755 +157 2.51% Q3 2026 Oct 19, 2026
RFG Advisory, LLC History Reduced 6,489 285 0.0% 0.0% 753 -71 -1.08% Q3 2026 Nov 03, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 6,482 285 0.14% 0.12% 752 -38 -0.58% Q3 2026 Oct 29, 2026
FIRST NATIONAL BANK OF OMAHA History No change 7,655 285 0.01% 0.01% 749 0 0.0% Q2 2026 Aug 07, 2026
DUNCKER STREETT & CO INC History No change 6,480 285 0.05% 0.04% 751 0 0.0% Q3 2026 Oct 27, 2026
OneAscent Financial Services LLC History No change 7,723 285 0.01% 0.01% 754 0 0.0% Q2 2026 Aug 11, 2026
SS&H Financial Advisors, Inc. History No change 6,480 285 0.07% 0.06% 756 0 0.0% Q3 2026 Oct 28, 2026
LAZARD ASSET MANAGEMENT LLC History No change 7,694 284 0.0% 0.0% 757 0 0.0% Q2 2026 Aug 14, 2026
Advisors Preferred, LLC History No change 7,558 282 0.04% 0.04% 758 0 0.0% Q2 2026 Aug 11, 2026
Sterling Investment Advisors, Ltd. History No change 6,376 280 0.05% 0.04% 759 0 0.0% Q3 2026 Oct 27, 2026
Gladstone Institutional Advisory LLC History No change 7,558 279 0.01% 0.01% 760 0 0.0% Q2 2026 Jul 27, 2026
Yoffe Investment Management, LLC History No change 6,363 279 0.33% 0.27% 761 0 0.0% Q3 2026 Oct 30, 2026
LANARK FINANCIAL, INC. History Reduced 6,335 278 0.02% 0.02% 762 -367 -5.48% Q3 2026 Oct 26, 2026
RiverFront Investment Group, LLC History No change 7,535 278 0.0% 0.0% 763 0 0.0% Q2 2026 Jul 29, 2026
S&A Financial Services, Inc. History Added to 6,302 277 0.17% 0.14% 764 +40 0.64% Q3 2026 Nov 02, 2026
Verdence Capital Advisors LLC History Added to 6,267 275 0.01% 0.01% 765 +29 0.46% Q3 2026 Oct 26, 2026
Hurlow Wealth Management Group, Inc. History Added to 6,271 275 0.06% 0.05% 766 +7 0.11% Q3 2026 Oct 29, 2026
MANCHESTER FINANCIAL INC History Added to 6,237 274 0.05% 0.04% 767 +5 0.08% Q3 2026 Oct 15, 2026
Federation des caisses Desjardins du Quebec History No change 7,431 274 0.0% 0.0% 768 0 0.0% Q2 2026 Aug 13, 2026
ECLECTIC ASSOCIATES INC /ADV History Reduced 6,218 273 0.03% 0.03% 769 -228 -3.54% Q3 2026 Oct 08, 2026
Uniting Wealth Partners, LLC History No change 7,403 273 0.06% 0.06% 770 0 0.0% Q2 2026 Aug 06, 2026
Anchor Bay Capital, Inc. History No change 6,382 273 0.15% 0.15% 771 0 0.0% Q2 2026 Aug 11, 2026
INSIGHT 2811, INC. History No change 7,366 272 0.11% 0.11% 772 0 0.0% Q2 2026 Aug 11, 2026
Bison Wealth, LLC History Reduced 5,728 267 0.02% 0.02% 774 -812 -12.42% Q3 2026 Oct 13, 2026
Cornerstone Wealth Group, LLC History Added to 6,071 267 0.02% 0.01% 773 +554 10.04% Q3 2026 Nov 02, 2026
Aspire Growth Partners LLC History No change 7,251 267 0.16% 0.16% 775 0 0.0% Q2 2026 Jul 29, 2026
Emprise Bank History No change 6,052 266 0.1% 0.08% 776 0 0.0% Q3 2026 Oct 07, 2026
Westover Capital Advisors, LLC History New 6,037 265 0.04% — 780 +6,037 New Q3 2026 Oct 26, 2026
Allegheny Financial Group History Reduced 6,033 265 0.03% 0.02% 778 -26 -0.43% Q3 2026 Nov 05, 2026
Rathbones Group PLC History No change 7,175 265 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 23, 2026
Raiffeisen Bank International AG History No change 6,014 265 0.0% 0.0% 779 0 0.0% Q3 2026 Oct 28, 2026
Gratus Wealth Advisors, LLC History Added to 6,019 264 0.03% 0.03% 781 +70 1.18% Q3 2026 Oct 26, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 5,938 261 0.05% 0.04% 782 +13 0.22% Q3 2026 Oct 21, 2026
Integrated Advisors Network LLC History Added to 5,930 260 0.01% 0.01% 785 +101 1.73% Q3 2026 Oct 20, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 5,911 260 0.0% 0.0% 784 +40 0.68% Q3 2026 Oct 05, 2026
CALTON & ASSOCIATES, INC. History No change 7,038 260 0.04% 0.04% 783 0 0.0% Q2 2026 Aug 10, 2026
Long Road Investment Counsel, LLC History No change 5,900 259 0.1% 0.08% 786 0 0.0% Q3 2026 Nov 04, 2026
Brucke Financial, Inc. History Reduced 5,866 258 0.11% 0.11% 789 -1,120 -16.03% Q3 2026 Oct 23, 2026
Avantax Planning Partners, Inc. History Added to 5,873 258 0.01% 0.01% 787 +11 0.19% Q3 2026 Nov 03, 2026
Moss Adams Wealth Advisors LLC History No change 5,878 258 0.02% 0.01% 788 0 0.0% Q3 2026 Oct 28, 2026
REXFORD CAPITAL INC History No change 6,999 258 0.16% 0.16% 790 0 0.0% Q2 2026 Jul 29, 2026
Forum Financial Management, LP History Reduced 5,846 257 0.0% 0.0% 795 -82 -1.38% Q3 2026 Oct 16, 2026
Resonant Capital Advisors, LLC History Added to 5,846 257 0.01% 0.01% 793 +15 0.26% Q3 2026 Oct 15, 2026
FIRST MANHATTAN CO. LLC. History No change 6,968 257 0.0% 0.0% 791 0 0.0% Q2 2026 Aug 14, 2026
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History No change 6,950 257 0.1% 0.1% 792 0 0.0% Q2 2026 Aug 14, 2026
Mayflower Financial Advisors, LLC History No change 6,963 257 0.02% 0.02% 794 0 0.0% Q2 2026 Jul 09, 2026
INVESTMENT PARTNERS, LTD. History New 5,840 256 0.04% — 796 +5,840 New Q3 2026 Oct 28, 2026
RIVERSEDGE ADVISORS, LLC History New 5,829 256 0.03% — 797 +5,829 New Q3 2026 Oct 09, 2026
Optivise Advisory Services LLC History Added to 5,784 254 0.12% 0.11% 799 +15 0.26% Q3 2026 Oct 16, 2026
PCG Wealth Advisors, LLC History No change 6,878 254 0.06% 0.06% 798 0 0.0% Q2 2026 Aug 03, 2026
ALTFEST L J & CO INC History Added to 5,769 253 0.03% 0.02% 800 +13 0.23% Q3 2026 Oct 27, 2026
Valtinson Bruner Financial Planning LLC History No change 5,765 253 0.06% 0.05% 801 0 0.0% Q3 2026 Nov 02, 2026
Apella Capital, LLC History Added to 5,666 252 0.0% 0.0% 803 +444 8.5% Q3 2026 Oct 08, 2026
Spire Wealth Management History Added to 5,741 252 0.01% 0.01% 804 +212 3.83% Q3 2026 Oct 30, 2026
ProVise Management Group, LLC History No change 6,825 252 0.02% 0.02% 802 0 0.0% Q2 2026 Aug 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 5,681 249 0.0% 0.0% 805 0 0.0% Q3 2026 Oct 22, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History New 5,614 246 0.02% — 806 +5,614 New Q3 2026 Oct 07, 2026
Simplicity Wealth,LLC History New 5,567 244 0.01% — 810 +5,567 New Q3 2026 Oct 23, 2026
PENINSULA ASSET MANAGEMENT INC History No change 6,616 244 0.12% 0.12% 807 0 0.0% Q2 2026 Aug 12, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 6,618 244 0.02% 0.02% 808 0 0.0% Q2 2026 Aug 05, 2026
Basecamp Wealth Advisors LLC History No change 6,605 244 0.05% 0.05% 809 0 0.0% Q2 2026 Aug 14, 2026
Crestwood Advisors Group, LLC History Reduced 5,538 243 0.0% 0.0% 811 -321 -5.48% Q3 2026 Oct 27, 2026
DF DENT & CO INC History No change 6,555 242 0.0% 0.0% 812 0 0.0% Q2 2026 Aug 14, 2026
Ignite Planners, LLC History Added to 5,502 241 0.03% 0.03% 813 +48 0.88% Q3 2026 Oct 14, 2026
Spectrum Planning & Advisory Services Inc. History New 5,466 240 0.1% — 815 +5,466 New Q3 2026 Nov 05, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 6,502 240 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History New 5,435 239 0.02% — 817 +5,435 New Q3 2026 Oct 13, 2026
Alteri Wealth LLC History No change 6,475 239 0.07% 0.07% 816 0 0.0% Q2 2026 Jul 29, 2026
D'Orazio & Associates, Inc. History New 5,378 236 0.03% — 818 +5,378 New Q3 2026 Nov 04, 2026
EAGLE GLOBAL ADVISORS LLC History New 5,359 235 0.01% — 821 +5,359 New Q3 2026 Nov 02, 2026
CULLEN INVESTMENT GROUP, LTD. History Reduced 5,032 235 0.03% 0.03% 820 -639 -11.27% Q3 2026 Oct 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 6,384 235 0.01% 0.01% 819 0 0.0% Q2 2026 Jul 31, 2026
SAX WEALTH ADVISORS, LLC History New 5,341 234 0.01% — 822 +5,341 New Q3 2026 Oct 13, 2026
Weitzel Financial Services, Inc. History New 5,222 233 0.08% — 825 +5,222 New Q3 2026 Oct 16, 2026
Essex Financial Services, Inc. History No change 6,329 233 0.01% 0.01% 823 0 0.0% Q2 2026 Aug 10, 2026
Ballentine Partners, LLC History No change 6,316 233 0.0% 0.0% 824 0 0.0% Q2 2026 Jul 17, 2026
CoreCap Advisors, LLC History Added to 5,252 231 0.01% 0.01% 826 +28 0.54% Q3 2026 Oct 08, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 5,251 230 0.0% — 827 +5,251 New Q3 2026 Oct 23, 2026
Retirement Planning Group, LLC History New 5,250 230 0.01% — 828 +5,250 New Q3 2026 Oct 19, 2026
XPONANCE LLC History New 5,246 230 0.0% — 829 +5,246 New Q3 2026 Nov 03, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History New 5,220 229 0.14% — 830 +5,220 New Q3 2026 Oct 20, 2026
Kure Advisory, LLC History New 5,188 228 0.11% — 833 +5,188 New Q3 2026 Oct 08, 2026
Anchor Investment Management, LLC History No change 6,189 228 0.02% 0.02% 831 0 0.0% Q2 2026 Sep 15, 2026
PENNINGTON PARTNERS & CO., LLC History No change 6,171 228 0.07% 0.07% 832 0 0.0% Q2 2026 Aug 14, 2026
SEARLE & CO. History New 5,181 227 0.05% — 834 +5,181 New Q3 2026 Nov 04, 2026
Summit Financial Wealth Advisors, LLC History New 5,176 227 0.03% — 835 +5,176 New Q3 2026 Oct 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 5,144 226 0.01% 0.01% 836 +223 4.53% Q3 2026 Nov 04, 2026
CMG Global Holdings, LLC History New 5,120 225 0.1% — 838 +5,120 New Q3 2026 Oct 14, 2026
GTS SECURITIES LLC History No change 6,104 225 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 14, 2026
Traveka Wealth, LLC History New 5,089 223 0.07% — 840 +5,089 New Q3 2026 Oct 19, 2026
1900 WEALTH MANAGEMENT LLC History New 5,086 223 0.01% — 839 +5,086 New Q3 2026 Oct 13, 2026
Elwood & Goetz Wealth Advisory Group, LLC History New 5,015 220 0.03% — 843 +5,015 New Q3 2026 Oct 27, 2026
XY Planning Network, Inc. History New 5,014 220 0.02% — 844 +5,014 New Q3 2026 Oct 13, 2026
Advance Capital Management, Inc. History No change 5,967 220 0.01% 0.01% 841 0 0.0% Q2 2026 Aug 12, 2026
Meeder Advisory Services, Inc. History No change 5,957 220 0.01% 0.01% 842 0 0.0% Q2 2026 Aug 07, 2026
Appalachian Capital Management Ltd History New 5,000 219 0.16% — 848 +5,000 New Q3 2026 Oct 14, 2026
Successful Portfolios LLC History Reduced 4,910 219 0.1% 0.12% 846 -1,562 -24.13% Q3 2026 Oct 09, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 5,943 219 0.03% 0.03% 845 0 0.0% Q2 2026 Jul 22, 2026
Pavaki Capital Management LLC History No change 5,000 219 0.07% 0.06% 847 0 0.0% Q3 2026 Oct 26, 2026
JB Capital LLC History New 4,966 218 0.01% — 852 +4,966 New Q3 2026 Oct 19, 2026
Bayforest Capital Ltd History New 4,961 218 0.32% — 853 +4,961 New Q3 2026 Nov 03, 2026
PEOPLES FINANCIAL SERVICES CORP. History Reduced 4,975 218 0.1% 0.08% 849 -33 -0.66% Q3 2026 Oct 20, 2026
Bridgewater Advisors Inc. History No change 4,945 218 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 05, 2026
Nalls Sherbakoff Group, LLC History No change 5,910 218 0.15% 0.15% 851 0 0.0% Q2 2026 Aug 17, 2026
Empower Advisory Group, LLC History No change 5,882 217 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Family Office, LLC History No change 5,859 216 0.11% 0.11% 855 0 0.0% Q2 2026 Aug 11, 2026
Van Diest Capital, LLC History No change 5,858 216 0.19% 0.19% 856 0 0.0% Q2 2026 Aug 04, 2026
Secure Asset Management, LLC History New 4,899 215 0.03% — 859 +4,899 New Q3 2026 Oct 19, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 5,845 215 0.0% 0.0% 857 0 0.0% Q2 2026 Aug 07, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 5,837 215 0.03% 0.03% 858 0 0.0% Q2 2026 Aug 10, 2026
Stonebridge Financial Group, LLC History New 4,868 214 0.02% — 861 +4,868 New Q3 2026 Oct 01, 2026
Sound Income Strategies, LLC History New 4,637 214 0.01% — 860 +4,637 New Q3 2026 Oct 09, 2026
Clear Trail Advisors, LLC History New 4,854 213 0.03% — 865 +4,854 New Q3 2026 Oct 20, 2026
Belpointe Asset Management LLC History No change 5,788 213 0.01% 0.01% 862 0 0.0% Q2 2026 Jul 31, 2026
Cromwell Holdings LLC History No change 4,853 213 0.1% 0.08% 863 0 0.0% Q3 2026 Oct 28, 2026
FPC INVESTMENT ADVISORY, INC. History No change 5,100 213 0.1% 0.1% 864 0 0.0% Q2 2026 Aug 13, 2026
Avail Investment Partners, LLC History New 4,835 212 0.16% — 871 +4,835 New Q3 2026 Oct 16, 2026
SmartHarvest Portfolios, LLC History Reduced 4,832 212 0.08% 0.07% 870 -1,110 -18.68% Q3 2026 Oct 26, 2026
BROWN BROTHERS HARRIMAN & CO History No change 5,745 212 0.0% 0.0% 866 0 0.0% Q2 2026 Aug 12, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 5,743 212 0.15% 0.15% 867 0 0.0% Q2 2026 Aug 18, 2026
Hilltop Holdings Inc. History No change 5,760 212 0.02% 0.02% 868 0 0.0% Q2 2026 Aug 13, 2026
Valmark Advisers, Inc. History No change 5,756 212 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 06, 2026
Convergence Financial, LLC History Reduced 4,800 211 0.03% 0.03% 873 -5,934 -55.28% Q3 2026 Oct 27, 2026
Kingdom Financial Group LLC. History No change 4,797 211 0.05% 0.05% 872 0 0.0% Q3 2026 Nov 04, 2026
IFG Advisors, LLC History New 4,794 210 0.03% — 875 +4,794 New Q3 2026 Oct 15, 2026
Quantum Financial Advisors, LLC History New 4,792 210 0.02% — 876 +4,792 New Q3 2026 Nov 03, 2026
Bath Savings Trust Co History New 4,781 210 0.02% — 874 +4,781 New Q3 2026 Oct 07, 2026
LongView Wealth Management History New 4,751 209 0.05% — 878 +4,751 New Q3 2026 Oct 19, 2026
Willow Creek Capital Management, Inc. History No change 5,667 209 0.2% 0.2% 877 0 0.0% Q3 2026 Oct 16, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History New 4,722 207 0.01% — 880 +4,722 New Q3 2026 Nov 05, 2026
MAIRS & POWER INC History No change 5,610 207 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 14, 2026
TCTC Holdings, LLC History New 4,700 206 0.0% — 883 +4,700 New Q3 2026 Nov 02, 2026
Jaffetilchin Investment Partners, LLC History No change 5,595 206 0.01% 0.01% 881 0 0.0% Q2 2026 Oct 20, 2026
National Philanthropic Trust History No change 5,594 206 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 14, 2026
Hummer Financial Advisory Services Inc History New 4,668 205 0.13% — 884 +4,668 New Q3 2026 Oct 08, 2026
Affinity Capital Advisors, LLC History New 4,445 205 0.02% — 885 +4,445 New Q3 2026 Oct 13, 2026
ARS Wealth Advisors Group, LLC History New 4,658 204 0.01% — 886 +4,658 New Q3 2026 Oct 16, 2026
Claro Advisors Inc. History New 4,618 203 0.02% — 889 +4,618 New Q3 2026 Nov 02, 2026
NFSG Corp History Reduced 4,627 203 0.02% 0.03% 888 -1,995 -30.13% Q3 2026 Oct 15, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 5,509 203 0.01% 0.01% 887 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History Reduced 4,598 202 0.01% 0.01% 890 -1,610 -25.93% Q3 2026 Oct 30, 2026
KCM INVESTMENT ADVISORS LLC History New 4,573 201 0.01% — 892 +4,573 New Q3 2026 Oct 27, 2026
Nelson Capital Management, LLC History No change 5,449 201 0.02% 0.02% 891 0 0.0% Q2 2026 Jul 24, 2026
Gryphon Financial Partners LLC History New 4,568 200 0.02% — 894 +4,568 New Q3 2026 Nov 04, 2026
FULTON BANK, N.A. History New 4,567 200 0.01% — 893 +4,567 New Q3 2026 Oct 14, 2026
Oakworth Capital, Inc. History Added to 4,482 197 0.01% 0.01% 895 +89 2.03% Q3 2026 Oct 26, 2026
Optiver Holding B.V. History No change 5,343 197 0.0% 0.0% 896 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History Added to 4,410 194 0.02% 0.01% 897 +233 5.58% Q3 2026 Nov 02, 2026
Lummis Asset Management, LP History No change 4,239 187 0.11% 0.11% 898 0 0.0% Q2 2026 Aug 03, 2026
CULLEN/FROST BANKERS, INC. History Added to 4,249 186 0.0% 0.0% 899 +394 10.22% Q3 2026 Oct 28, 2026
Hills Bank & Trust Co History No change 4,988 184 0.01% 0.01% 900 0 0.0% Q2 2026 Aug 10, 2026
Estabrook Capital Management History No change 5,000 184 0.02% 0.02% 901 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 5,002 184 0.04% 0.04% 902 0 0.0% Q2 2026 Jul 17, 2026
Virtus Investment Advisers, LLC History No change 4,908 181 0.04% 0.04% 903 0 0.0% Q2 2026 Aug 11, 2026
FIRST HORIZON CORP History Added to 4,111 180 0.01% 0.01% 904 +208 5.33% Q3 2026 Oct 26, 2026
HARBOR CAPITAL ADVISORS, INC. History New 4,058 179 0.01% — 905 +4,058 New Q3 2026 Oct 22, 2026
N.E.W. Advisory Services LLC History No change 4,627 170 0.01% 0.01% 906 0 0.0% Q2 2026 Aug 06, 2026
Salomon & Ludwin, LLC History Reduced 3,782 166 0.01% 0.01% 907 -1 -0.03% Q3 2026 Oct 29, 2026
William Mack & Associates, Inc. History New 3,769 165 0.05% — 908 +3,769 New Q3 2026 Oct 27, 2026
Nemes Rush Group LLC History Reduced 3,739 164 0.01% 0.01% 909 -75 -1.97% Q3 2026 Nov 04, 2026
Parkside Financial Bank & Trust History Added to 3,708 163 0.01% 0.01% 911 +448 13.74% Q3 2026 Oct 27, 2026
Acropolis Investment Management, LLC History No change 3,724 163 0.01% 0.01% 910 0 0.0% Q3 2026 Oct 08, 2026
VIMA LLC History Reduced 3,685 162 0.17% 0.14% 914 -215 -5.51% Q3 2026 Oct 23, 2026
Institute for Wealth Management, LLC. History No change 4,397 162 0.01% 0.01% 912 0 0.0% Q2 2026 Jul 28, 2026
Quent Capital, LLC History No change 4,386 162 0.01% 0.01% 913 0 0.0% Q2 2026 Aug 07, 2026
First PREMIER Bank History No change 3,566 157 0.03% 0.02% 915 0 0.0% Q3 2026 Oct 13, 2026
TIAA Wealth Investment Management LLC History No change 4,239 156 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 10, 2026
Advisors Asset Management, Inc. History No change 4,186 154 0.0% 0.0% 917 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History No change 4,068 150 0.02% 0.02% 918 0 0.0% Q2 2026 Aug 13, 2026
CITY HOLDING CO History Reduced 3,410 149 0.02% 0.02% 919 -478 -12.29% Q3 2026 Oct 19, 2026
Community Financial Services Group, LLC History Reduced 3,320 147 0.02% 0.02% 920 -389 -10.49% Q3 2026 Oct 15, 2026
City State Bank History No change 3,343 147 0.03% 0.03% 921 0 0.0% Q3 2026 Oct 20, 2026
Ancora Advisors LLC History No change 3,973 146 0.0% 0.0% 922 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 3,307 145 0.01% 0.01% 923 0 0.0% Q3 2026 Oct 08, 2026
Aberdeen Wealth Management LLC History No change 3,884 143 0.07% 0.07% 924 0 0.0% Q2 2026 Aug 13, 2026
Bank & Trust Co History Added to 3,204 140 0.09% 0.06% 925 +556 21.0% Q3 2026 Oct 07, 2026
Financial Gravity Companies, Inc. History No change 3,703 136 0.02% 0.02% 926 0 0.0% Q2 2026 Aug 05, 2026
Key FInancial Inc History No change 3,079 135 0.02% 0.02% 927 0 0.0% Q3 2026 Nov 02, 2026
Laurel Wealth Advisors LLC History New 3,066 134 0.01% — 928 +3,066 New Q3 2026 Oct 27, 2026
Strategic Investment Advisors / MI History No change 3,611 133 0.01% 0.01% 929 0 0.0% Q2 2026 Aug 14, 2026
CrossGen Wealth, LLC History Reduced 2,981 131 0.1% 0.09% 931 -311 -9.45% Q3 2026 Oct 29, 2026
Union Bancaire Privee, UBP SA History No change 3,000 131 0.0% 0.0% 930 0 0.0% Q3 2026 Nov 04, 2026
NVWM, LLC History No change 2,898 127 0.02% 0.02% 932 0 0.0% Q3 2026 Oct 14, 2026
Asset Dedication, LLC History No change 2,879 126 0.01% 0.01% 933 0 0.0% Q3 2026 Nov 02, 2026
First Bancorp, Inc /ME/ History No change 2,834 124 0.05% 0.04% 934 0 0.0% Q3 2026 Oct 26, 2026
SJS Investment Consulting Inc. History Added to 2,804 123 0.01% 0.01% 936 +67 2.45% Q3 2026 Oct 26, 2026
Avion Wealth History Added to 2,807 123 0.02% 0.02% 935 +7 0.25% Q3 2026 Nov 03, 2026
MANNING & NAPIER ADVISORS LLC History No change 3,274 122 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 13, 2026
STEPH & CO History No change 2,792 122 0.03% 0.03% 938 0 0.0% Q3 2026 Oct 07, 2026
TRUST CO OF TOLEDO NA /OH/ History Reduced 2,760 121 0.01% 0.01% 939 -1,100 -28.5% Q3 2026 Oct 16, 2026
Cassaday & Co Wealth Management LLC History Added to 2,679 117 0.0% 0.0% 940 +234 9.57% Q3 2026 Oct 27, 2026
BOK Financial Private Wealth, Inc. History No change 3,094 114 0.01% 0.01% 941 0 0.0% Q2 2026 Aug 07, 2026
TRUST CO OF VERMONT History Added to 2,505 110 0.0% 0.0% 942 +525 26.52% Q3 2026 Oct 21, 2026
SITTNER & NELSON, LLC History No change 2,956 109 0.03% 0.03% 943 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 2,954 109 0.01% 0.01% 944 0 0.0% Q2 2026 Aug 06, 2026
TOMPKINS FINANCIAL CORP History No change 2,456 108 0.01% 0.01% 945 0 0.0% Q3 2026 Oct 05, 2026
Bank Pictet & Cie (Europe) AG History No change 2,450 107 0.0% 0.0% 946 0 0.0% Q3 2026 Oct 20, 2026
JNBA Financial Advisors History No change 2,440 107 0.01% 0.01% 947 0 0.0% Q3 2026 Nov 03, 2026
Root Financial Partners, LLC History New 2,429 106 0.0% — 950 +2,429 New Q3 2026 Oct 21, 2026
Bruce G. Allen Investments, LLC History No change 2,877 106 0.07% 0.07% 948 0 0.0% Q2 2026 Jul 31, 2026
KERR FINANCIAL PLANNING Corp History No change 2,876 106 0.12% 0.12% 949 0 0.0% Q2 2026 Jul 02, 2026
SUMMIT SECURITIES GROUP LLC History Added to 2,400 105 0.01% 0.01% 951 +600 33.33% Q3 2026 Nov 05, 2026
Evelyn Partners Group Ltd History No change 2,639 97 0.0% 0.0% 952 0 0.0% Q2 2026 Aug 07, 2026
Heritage Wealth Advisors History No change 2,548 94 0.0% 0.0% 953 0 0.0% Q2 2026 Aug 14, 2026
Hilton Head Capital Partners, LLC History Added to 2,125 93 0.05% 0.04% 955 +1 0.05% Q3 2026 Oct 23, 2026
CNB Bank History No change 2,528 93 0.04% 0.04% 954 0 0.0% Q2 2026 Aug 06, 2026
Indiana Trust & Investment Management Co History No change 2,034 89 0.02% 0.02% 956 0 0.0% Q3 2026 Oct 22, 2026
Bravera Wealth History No change 2,397 88 0.03% 0.03% 957 0 0.0% Q2 2026 Jul 23, 2026
Leonteq Securities AG History Reduced 1,978 87 0.0% 0.01% 958 -2,946 -59.83% Q3 2026 Oct 29, 2026
PINNEY & SCOFIELD, INC. History No change 2,368 87 0.04% 0.04% 959 0 0.0% Q2 2026 Aug 07, 2026
Provenance Wealth Advisors, LLC History Added to 1,957 86 0.01% 0.0% 961 +1,697 652.69% Q3 2026 Oct 30, 2026
Fairscale Capital, LLC History No change 1,719 86 0.05% 0.04% 960 0 0.0% Q3 2026 Nov 04, 2026
Napier Financial, LLC History No change 2,349 86 0.02% 0.02% 962 0 0.0% Q2 2026 Jul 31, 2026
KFG LLC History New 1,948 85 0.06% — 964 +1,948 New Q3 2026 Nov 02, 2026
Owl Creek Wealth Partners LLC History Added to 1,940 85 0.02% 0.02% 963 +77 4.13% Q3 2026 Oct 20, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 1,896 83 0.04% 0.03% 966 +21 1.12% Q3 2026 Nov 04, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,905 83 0.01% 0.01% 965 0 0.0% Q3 2026 Oct 23, 2026
Grove Bank & Trust History No change 1,819 80 0.01% 0.01% 967 0 0.0% Q3 2026 Oct 08, 2026
Truvestments Capital LLC History No change 2,169 80 0.01% 0.01% 968 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 1,717 75 0.0% 0.0% 969 +9 0.53% Q3 2026 Oct 09, 2026
Ascentis Wealth Management, LLC History Added to 1,698 74 0.01% 0.01% 971 +152 9.83% Q3 2026 Nov 03, 2026
New England Capital Financial Advisors LLC History No change 1,702 74 0.02% 0.01% 970 0 0.0% Q3 2026 Nov 03, 2026
Corient IA LP History No change 1,980 73 0.07% 0.07% 972 0 0.0% Q2 2026 Aug 12, 2026
Pillar Financial Advisors, LLC History New 1,651 72 0.04% — 973 +1,651 New Q3 2026 Oct 21, 2026
JCIC Asset Management Inc. History Reduced 1,616 71 0.03% 0.03% 974 -149 -8.44% Q3 2026 Oct 30, 2026
West Branch Capital LLC History No change 1,601 70 0.02% 0.01% 975 0 0.0% Q3 2026 Oct 20, 2026
Compass Wealth Management LLC History New 1,534 67 0.01% — 978 +1,534 New Q3 2026 Oct 22, 2026
Smithfield Trust Co History No change 1,835 67 0.0% 0.0% 976 0 0.0% Q2 2026 Aug 05, 2026
Coastline Trust Co History No change 1,530 67 0.01% 0.0% 977 0 0.0% Q3 2026 Oct 01, 2026
Covestor Ltd History Added to 1,504 66 0.04% 0.01% 980 +1,152 327.27% Q3 2026 Oct 30, 2026
Westside Investment Management, Inc. History No change 1,478 66 0.01% 0.01% 979 0 0.0% Q3 2026 Nov 02, 2026
Colonial Trust Co / SC History No change 1,771 65 0.01% 0.01% 981 0 0.0% Q2 2026 Aug 11, 2026
BARRETT & COMPANY, INC. History No change 1,464 64 0.02% 0.02% 982 0 0.0% Q3 2026 Oct 22, 2026
Triumph Capital Management History No change 1,442 63 0.01% 0.01% 983 0 0.0% Q3 2026 Oct 14, 2026
Private Wealth Asset Management, LLC History No change 1,709 63 0.01% 0.01% 984 0 0.0% Q2 2026 Aug 11, 2026
EFG International AG History No change 1,710 63 0.0% 0.0% 985 0 0.0% Q2 2026 Aug 14, 2026
Community Bank, N.A. History No change 1,685 62 0.01% 0.01% 986 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,704 62 0.0% 0.0% 987 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 1,661 61 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 11, 2026
Tripletail Wealth Management, LLC History No change 1,612 60 0.07% 0.07% 989 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 1,650 60 0.02% 0.02% 990 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History No change 1,355 59 0.0% 0.0% 991 0 0.0% Q3 2026 Nov 03, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 1,600 59 0.0% 0.0% 992 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 1,619 59 0.02% 0.02% 993 0 0.0% Q2 2026 Aug 13, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 1,323 58 0.0% 0.0% 994 +26 2.0% Q3 2026 Oct 20, 2026
MOTCO History No change 1,589 58 0.0% 0.0% 995 0 0.0% Q2 2026 Jul 31, 2026
Center for Financial Planning, Inc. History Added to 1,288 56 0.01% 0.0% 997 +78 6.45% Q3 2026 Oct 26, 2026
VISION FINANCIAL MARKETS LLC History No change 1,286 56 0.04% 0.04% 996 0 0.0% Q3 2026 Oct 22, 2026
Physician Wealth Advisors, Inc. History Added to 1,255 55 0.01% 0.01% 998 +1 0.08% Q3 2026 Oct 20, 2026
James T. Borello RIA History Added to 1,249 54 0.01% 0.01% 999 +11 0.89% Q3 2026 Oct 16, 2026
Financial Management Professionals, Inc. History Reduced 1,224 53 0.0% 0.0% 1001 -92 -6.99% Q3 2026 Oct 23, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 1,460 53 0.0% 0.0% 1000 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History Reduced 1,150 51 0.01% 0.01% 1002 -152 -11.67% Q3 2026 Nov 04, 2026
Gen-Wealth Partners Inc History No change 1,160 51 0.01% 0.01% 1003 0 0.0% Q3 2026 Nov 04, 2026
Colonial Trust Advisors History No change 1,356 50 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 11, 2026
Westfuller Advisors, LLC History No change 1,360 50 0.02% 0.02% 1005 0 0.0% Q2 2026 Jul 29, 2026
Aventura Private Wealth, LLC History No change 1,352 49 0.02% 0.02% 1006 0 0.0% Q2 2026 Jul 15, 2026
Strive Financial Group ,LLC History No change 1,332 49 0.02% 0.02% 1007 0 0.0% Q2 2026 Aug 14, 2026
Sawyer & Company, Inc History No change 1,104 48 0.02% 0.01% 1008 0 0.0% Q3 2026 Oct 21, 2026
Towne Trust Company, N.A History No change 1,084 47 0.01% 0.01% 1009 0 0.0% Q3 2026 Oct 28, 2026
ACIMA PRIVATE WEALTH, LLC History No change 1,058 46 0.01% 0.01% 1010 0 0.0% Q3 2026 Oct 05, 2026
Strategic Wealth Partners, Ltd. History No change 1,218 45 0.0% 0.0% 1011 0 0.0% Q2 2026 Aug 12, 2026
Bogart Wealth, LLC History No change 1,195 44 0.0% 0.0% 1012 0 0.0% Q2 2026 Jul 24, 2026
Daytona Street Capital LLC History No change 1,000 44 0.03% 0.03% 1013 0 0.0% Q3 2026 Oct 15, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 1,211 44 0.0% 0.0% 1014 0 0.0% Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History Added to 991 43 0.04% 0.02% 1017 +496 100.2% Q3 2026 Oct 27, 2026
TFC Financial Management, Inc. History No change 1,000 43 0.0% 0.0% 1015 0 0.0% Q3 2026 Oct 26, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,174 43 0.01% 0.01% 1016 0 0.0% Q2 2026 Jul 08, 2026
Twin Lakes Capital Management, LLC History No change 1,144 42 0.02% 0.02% 1018 0 0.0% Q2 2026 Aug 17, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 952 41 0.01% — 1021 +952 New Q3 2026 Oct 15, 2026
CX Institutional History Added to 928 41 0.0% 0.0% 1019 +3 0.32% Q3 2026 Oct 02, 2026
Osbon Capital Management LLC History No change 1,133 41 0.03% 0.03% 1020 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 928 40 0.01% 0.01% 1023 -105 -10.16% Q3 2026 Nov 03, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,100 40 0.02% 0.02% 1022 0 0.0% Q2 2026 Aug 13, 2026
Concord Wealth Partners History Added to 854 37 0.0% 0.0% 1025 +141 19.78% Q3 2026 Oct 30, 2026
TD Capital Management LLC History No change 1,021 37 0.0% 0.0% 1024 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 982 36 0.01% 0.01% 1026 0 0.0% Q2 2026 Sep 18, 2026
PROSPERITY BANCSHARES INC History No change 1,000 36 0.02% 0.02% 1027 0 0.0% Q2 2026 Aug 14, 2026
MONETARY MANAGEMENT GROUP INC History No change 1,000 36 0.01% 0.01% 1028 0 0.0% Q2 2026 Aug 12, 2026
CHELSEA COUNSEL CO History No change 1,000 36 0.02% 0.02% 1029 0 0.0% Q2 2026 Aug 11, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 800 35 0.0% 0.0% 1030 -323 -28.76% Q3 2026 Oct 28, 2026
ADIRONDACK TRUST CO History No change 785 34 0.01% 0.01% 1031 0 0.0% Q3 2026 Oct 14, 2026
Bank of New Hampshire History No change 785 34 0.01% 0.01% 1032 0 0.0% Q3 2026 Oct 06, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 905 33 0.0% 0.0% 1033 0 0.0% Q2 2026 Oct 30, 2026
Cornerstone National Bank & Trust Co History No change 763 33 0.01% 0.01% 1034 0 0.0% Q3 2026 Oct 20, 2026
Capital Advisors, Ltd. LLC History No change 718 32 0.0% 0.0% 1035 0 0.0% Q3 2026 Oct 27, 2026
Asset Planning,Inc History No change 729 32 0.02% 0.02% 1036 0 0.0% Q3 2026 Oct 26, 2026
TSFG, LLC History Reduced 700 31 0.01% 0.02% 1039 -3,251 -82.28% Q3 2026 Oct 23, 2026
Signature Resources Capital Management, LLC History Reduced 709 31 0.01% 0.01% 1040 -251 -26.15% Q3 2026 Oct 16, 2026
Moisand Fitzgerald Tamayo, LLC History Added to 708 31 0.0% 0.0% 1038 +100 16.45% Q3 2026 Oct 15, 2026
Manchester Capital Management LLC History Reduced 726 31 0.0% 0.0% 1037 -13 -1.76% Q3 2026 Oct 22, 2026
Wilkerson Advisory Group LLC History Added to 724 31 0.01% 0.01% 1043 +2 0.28% Q3 2026 Oct 20, 2026
Crews Bank & Trust History No change 855 31 0.0% 0.0% 1041 0 0.0% Q2 2026 Jul 16, 2026
Financial Life Planners History No change 845 31 0.02% 0.02% 1042 0 0.0% Q2 2026 Jul 21, 2026
Meriwether Wealth & Planning, LLC History New 700 30 0.01% — 1048 +700 New Q3 2026 Oct 13, 2026
MONTAG A & ASSOCIATES INC History Reduced 683 30 0.0% 0.0% 1044 -593 -46.47% Q3 2026 Oct 29, 2026
True Wealth Design, LLC History Added to 690 30 0.01% 0.0% 1047 +130 23.21% Q3 2026 Oct 13, 2026
MILLER WEALTH ADVISORS, LLC History Added to 692 30 0.01% 0.01% 1046 +8 1.17% Q3 2026 Nov 02, 2026
Trust Co History No change 702 30 0.0% 0.0% 1045 0 0.0% Q3 2026 Oct 09, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 662 29 0.0% 0.0% 1049 0 0.0% Q3 2026 Oct 19, 2026
Financial Perspectives, Inc History No change 680 29 0.01% 0.01% 1050 0 0.0% Q3 2026 Nov 03, 2026
Millstone Evans Group, LLC History No change 788 29 0.02% 0.02% 1051 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History Reduced 646 28 0.01% 0.01% 1053 -63 -8.89% Q3 2026 Nov 05, 2026
Kozak & Associates, Inc. History Added to 567 28 0.01% 0.0% 1052 +4 0.71% Q3 2026 Oct 29, 2026
Tradewinds Capital Management, LLC History Added to 616 27 0.0% 0.0% 1055 +1 0.16% Q3 2026 Oct 23, 2026
MCDONALD PARTNERS LLC History No change 616 27 0.01% 0.01% 1054 0 0.0% Q3 2026 Nov 03, 2026
StrongBox Wealth, LLC History No change 628 27 0.01% 0.01% 1056 0 0.0% Q3 2026 Nov 02, 2026
Meramec Financial Planners, LLC History No change 647 27 0.01% 0.01% 1057 0 0.0% Q2 2026 Jul 28, 2026
ALBION FINANCIAL GROUP /UT History No change 600 26 0.0% 0.0% 1058 0 0.0% Q3 2026 Oct 21, 2026
FIRST UNITED BANK & TRUST History No change 600 26 0.01% 0.01% 1059 0 0.0% Q3 2026 Oct 22, 2026
Vanguard National Trust Co History No change 719 26 0.0% 0.0% 1060 0 0.0% Q2 2026 Aug 13, 2026
Ares Financial Consulting, LLC History Reduced 573 25 0.02% 0.02% 1063 -89 -13.44% Q3 2026 Oct 19, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 587 25 0.0% 0.0% 1061 0 0.0% Q3 2026 Oct 13, 2026
Measured Wealth Private Client Group, LLC History No change 700 25 0.01% 0.01% 1062 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 568 24 0.0% 0.0% 1066 -15 -2.57% Q3 2026 Oct 15, 2026
GHP Investment Advisors, Inc. History No change 562 24 0.0% 0.0% 1064 0 0.0% Q3 2026 Oct 15, 2026
IMA Advisory Services, Inc. History No change 672 24 0.0% 0.0% 1065 0 0.0% Q2 2026 Aug 10, 2026
Silicon Valley Capital Partners History No change 652 24 0.0% 0.0% 1067 0 0.0% Q2 2026 Sep 21, 2026
SOA Wealth Advisors, LLC. History No change 665 24 0.0% 0.0% 1068 0 0.0% Q2 2026 Jul 21, 2026
Strengthening Families & Communities, LLC History Added to 527 23 0.01% 0.0% 1069 +3 0.57% Q3 2026 Oct 21, 2026
VSM Wealth Advisory, LLC History No change 625 23 0.01% 0.01% 1070 0 0.0% Q2 2026 Jul 22, 2026
PlanVest Financial, Inc History No change 643 23 0.02% 0.02% 1071 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 515 22 0.0% 0.0% 1072 0 0.0% Q3 2026 Oct 22, 2026
Pinnacle Bancorp, Inc. History No change 506 22 0.01% 0.0% 1073 0 0.0% Q3 2026 Oct 21, 2026
BAYBAN History No change 600 22 0.02% 0.02% 1074 0 0.0% Q3 2026 Nov 05, 2026
COUNTRY TRUST BANK History Added to 488 21 0.0% 0.0% 1075 +31 6.78% Q3 2026 Oct 30, 2026
HHM Wealth Advisors, LLC History No change 581 21 0.0% 0.0% 1076 0 0.0% Q2 2026 Jul 13, 2026
PFS Partners, LLC History No change 500 21 0.01% 0.01% 1077 0 0.0% Q3 2026 Oct 21, 2026
West Financial Advisors, LLC History New 463 20 0.0% — 1080 +463 New Q3 2026 Oct 22, 2026
Vision Retirement, LLC History No change 556 20 0.0% 0.0% 1078 0 0.0% Q2 2026 Jul 21, 2026
NBH Bank History No change 550 20 0.01% 0.01% 1079 0 0.0% Q2 2026 Aug 14, 2026
BIRCH FINANCIAL GROUP, LLC History New 449 19 0.01% — 1083 +449 New Q3 2026 Oct 27, 2026
Darwin Wealth Management, LLC History No change 531 19 0.01% 0.01% 1081 0 0.0% Q2 2026 Jul 21, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 434 19 0.0% 0.0% 1082 0 0.0% Q3 2026 Oct 30, 2026
Addison Advisors LLC History No change 500 18 0.01% 0.01% 1084 0 0.0% Q2 2026 Aug 10, 2026
CoreFirst Bank & Trust History No change 500 18 0.01% 0.01% 1085 0 0.0% Q2 2026 Aug 05, 2026
Ankerstar Wealth, LLC History No change 488 18 0.02% 0.02% 1086 0 0.0% Q2 2026 Aug 13, 2026
BIRCHBROOK, INC. History No change 428 18 0.01% 0.01% 1087 0 0.0% Q3 2026 Oct 14, 2026
Accordant Advisory Group Inc History Reduced 400 17 0.01% 0.02% 1091 -300 -42.86% Q3 2026 Oct 29, 2026
FEDERATED HERMES, INC. History No change 474 17 0.0% 0.0% 1088 0 0.0% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History No change 462 17 0.0% 0.0% 1089 0 0.0% Q2 2026 Aug 12, 2026
Transamerica Financial Advisors, LLC History No change 469 17 0.0% 0.0% 1090 0 0.0% Q2 2026 Aug 14, 2026
William B. Walkup & Associates, Inc. History No change 407 17 0.01% 0.01% 1092 0 0.0% Q3 2026 Nov 05, 2026
Bare Financial Services, Inc History Reduced 371 16 0.0% 0.0% 1095 -32 -7.94% Q3 2026 Nov 04, 2026
Lloyd Advisory Services, LLC. History Added to 370 16 0.01% 0.01% 1094 +4 1.09% Q3 2026 Nov 02, 2026
CKW FINANCIAL GROUP History No change 370 16 0.0% 0.0% 1093 0 0.0% Q3 2026 Oct 29, 2026
WealthCollab, LLC History No change 438 16 0.01% 0.01% 1096 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 435 16 0.01% 0.01% 1097 0 0.0% Q2 2026 Aug 11, 2026
Canton Hathaway, LLC History New 361 15 0.0% — 1104 +361 New Q3 2026 Oct 23, 2026
Nvest Wealth Strategies, Inc. History Reduced 350 15 0.01% 0.01% 1102 -23 -6.17% Q3 2026 Oct 14, 2026
Essential Partners LLC History Reduced 352 15 0.01% 0.01% 1103 -2 -0.56% Q3 2026 Oct 14, 2026
DHJJ Financial Advisors, Ltd. History No change 355 15 0.0% 0.0% 1098 0 0.0% Q3 2026 Oct 23, 2026
Park Place Capital Corp History No change 426 15 0.0% 0.0% 1099 0 0.0% Q2 2026 Aug 13, 2026
Hara Capital LLC History No change 360 15 0.01% 0.01% 1100 0 0.0% Q3 2026 Oct 30, 2026
Reyes Financial Architecture, Inc. History No change 344 15 0.01% 0.01% 1101 0 0.0% Q3 2026 Oct 21, 2026
Coston, McIsaac & Partners History No change 386 14 0.0% 0.0% 1105 0 0.0% Q2 2026 Aug 12, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 321 14 0.01% 0.01% 1106 0 0.0% Q3 2026 Oct 28, 2026
Financially Speaking Inc History No change 330 14 0.02% 0.07% 1107 0 0.0% Q3 2026 Nov 05, 2026
Kentucky Trust Co History No change 332 14 0.01% 0.01% 1108 0 0.0% Q3 2026 Oct 15, 2026
GODSEY & GIBB, INC History Reduced 310 13 0.0% 0.0% 1109 -190 -38.0% Q3 2026 Oct 14, 2026
FINANCIAL CONSULATE, INC History Added to 300 13 0.0% 0.0% 1111 +76 33.93% Q3 2026 Oct 23, 2026
Sterling Capital Management LLC History No change 310 13 0.0% 0.0% 1110 0 0.0% Q3 2026 Oct 22, 2026
CGC Financial Services, LLC History No change 296 13 0.0% 0.0% 1112 0 0.0% Q3 2026 Oct 13, 2026
Tidemark, LLC History No change 372 13 0.0% 0.0% 1113 0 0.0% Q2 2026 Aug 10, 2026
Kennebec Savings Bank History No change 300 13 0.01% 0.01% 1114 0 0.0% Q3 2026 Oct 22, 2026
Mosley Wealth Management History Added to 264 12 0.0% 0.0% 1116 +3 1.15% Q3 2026 Oct 16, 2026
Citizens National Bank Trust Department History No change 295 12 0.0% 0.0% 1115 0 0.0% Q3 2026 Nov 04, 2026
Glen Eagle Advisors, LLC History No change 342 12 0.0% 0.0% 1117 0 0.0% Q2 2026 Aug 14, 2026
LOM Asset Management Ltd History No change 340 12 0.0% 0.0% 1118 0 0.0% Q2 2026 Aug 04, 2026
MidAtlantic Capital Management, Inc. History New 272 11 0.01% — 1125 +272 New Q3 2026 Nov 04, 2026
WEST PACES ADVISORS INC. History New 270 11 0.0% — 1124 +270 New Q3 2026 Oct 13, 2026
UMB Private Wealth Management, LLC History New 253 11 0.01% — 1126 +253 New Q3 2026 Oct 19, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 269 11 0.0% 0.0% 1119 +3 1.13% Q3 2026 Oct 29, 2026
High Note Wealth, LLC History No change 268 11 0.0% 0.0% 1120 0 0.0% Q3 2026 Oct 27, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 311 11 0.0% 0.0% 1121 0 0.0% Q2 2026 Jul 14, 2026
Quantum Portfolio Management LLC History No change 314 11 0.0% 0.0% 1122 0 0.0% Q2 2026 Aug 14, 2026
Valued Wealth Advisors LLC History No change 257 11 0.0% 0.0% 1123 0 0.0% Q3 2026 Nov 05, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 243 10 0.0% 0.0% 1131 +67 38.07% Q3 2026 Oct 19, 2026
Bell Investment Advisors, Inc History Reduced 246 10 0.0% 0.0% 1128 -26 -9.56% Q3 2026 Oct 28, 2026
Markowski Investments History Added to 242 10 0.0% 0.0% 1134 +2 0.83% Q3 2026 Oct 30, 2026
Clean Yield Group History No change 250 10 0.0% 0.0% 1127 0 0.0% Q3 2026 Oct 28, 2026
Gold Investment Management Ltd. History No change 246 10 0.0% 0.0% 1129 0 0.0% Q3 2026 Oct 19, 2026
Quest 10 Wealth Builders, Inc. History No change 245 10 0.01% 0.01% 1130 0 0.0% Q3 2026 Nov 02, 2026
WPG Advisers, LLC History No change 231 10 0.01% 0.0% 1132 0 0.0% Q3 2026 Oct 27, 2026
Key Capital Management, INC History No change 240 10 0.0% 0.0% 1133 0 0.0% Q3 2026 Nov 03, 2026
ELEVATION WEALTH PARTNERS, LLC History New 227 9 0.0% — 1143 +227 New Q3 2026 Oct 07, 2026
Latitude Advisors, LLC History New 221 9 0.0% — 1142 +221 New Q3 2026 Oct 27, 2026
Clayton Financial Group LLC History New 206 9 0.0% — 1144 +206 New Q3 2026 Oct 13, 2026
Ninety One UK Ltd History Added to 214 9 0.0% 0.0% 1135 +95 79.83% Q3 2026 Oct 15, 2026
Rossby Financial, LCC History Added to 211 9 0.0% 0.0% 1140 +82 63.57% Q3 2026 Nov 05, 2026
Signature Equity Partners, LLC History Added to 206 9 0.0% 0.0% 1141 +72 53.73% Q3 2026 Oct 29, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 213 9 0.0% 0.0% 1136 0 0.0% Q3 2026 Oct 14, 2026
Beaird Harris Wealth Management, LLC History No change 248 9 0.0% 0.0% 1137 0 0.0% Q2 2026 Jul 08, 2026
Buck Wealth Strategies, LLC History No change 221 9 0.0% 0.0% 1138 0 0.0% Q3 2026 Oct 28, 2026
IMG Wealth Management, Inc. History No change 212 9 0.0% 0.0% 1139 0 0.0% Q3 2026 Oct 26, 2026
GK Wealth Management LLC History New 193 8 0.0% — 1152 +193 New Q3 2026 Oct 09, 2026
Bangor Savings Bank History No change 184 8 0.0% 0.0% 1145 0 0.0% Q3 2026 Oct 06, 2026
Security National Bank History No change 200 8 0.0% 0.0% 1146 0 0.0% Q3 2026 Oct 26, 2026
Prestige Wealth Management Group LLC History No change 226 8 0.0% 0.0% 1147 0 0.0% Q2 2026 Aug 14, 2026
Joseph Group Capital Management History No change 183 8 0.0% 0.0% 1148 0 0.0% Q3 2026 Nov 04, 2026
Lodestone Wealth Management LLC History No change 196 8 0.0% 0.0% 1149 0 0.0% Q3 2026 Oct 14, 2026
Atlantic Edge Private Wealth Management, LLC History No change 200 8 0.0% 0.0% 1150 0 0.0% Q3 2026 Oct 20, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 200 8 0.01% 0.01% 1151 0 0.0% Q3 2026 Oct 13, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 162 7 0.0% — 1161 +162 New Q3 2026 Oct 09, 2026
Lavaca Capital LLC History No change 200 7 0.0% 0.0% 1153 0 0.0% Q2 2026 Aug 14, 2026
ESL Trust Services, LLC History No change 200 7 0.0% 0.0% 1154 0 0.0% Q2 2026 Aug 13, 2026
Ulland Investment Advisors, LLC History No change 164 7 0.0% 0.0% 1155 0 0.0% Q3 2026 Oct 13, 2026
Kings Path Partners LLC History No change 162 7 0.0% 0.0% 1156 0 0.0% Q3 2026 Oct 21, 2026
Comprehensive Financial Planning, Inc./PA History No change 172 7 0.0% 0.0% 1157 0 0.0% Q3 2026 Oct 27, 2026
TOWER TRUST & INVESTMENT Co History No change 178 7 0.0% 0.0% 1158 0 0.0% Q3 2026 Oct 27, 2026
Benson Wealth Management INC History No change 206 7 0.01% 0.01% 1159 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 209 7 0.01% 0.01% 1160 0 0.0% Q2 2026 Aug 28, 2026
Main Street Group, LTD History Added to 139 6 0.0% 0.0% 1165 +2 1.46% Q3 2026 Oct 28, 2026
Ameritas Investment Partners, Inc. History No change 184 6 0.0% 0.0% 1162 0 0.0% Q2 2026 Aug 13, 2026
WEBSTER BANK, N. A. History No change 180 6 0.0% 0.0% 1163 0 0.0% Q2 2026 Jul 20, 2026
WELLINGTON-ALTUS USA INC. History No change 146 6 0.0% 0.0% 1164 0 0.0% Q2 2026 Sep 17, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 144 6 0.0% 0.0% 1166 0 0.0% Q3 2026 Nov 03, 2026
Principia Wealth Advisory, LLC History No change 183 6 0.0% 0.0% 1167 0 0.0% Q2 2026 Aug 26, 2026
McMillan Office, Inc. History No change 176 6 0.0% 0.0% 1168 0 0.0% Q2 2026 Aug 13, 2026
Next Level Wealth Planning, LLC History New 116 5 0.0% — 1176 +116 New Q3 2026 Oct 29, 2026
Retirement Wealth Solutions LLC History Reduced 115 5 0.0% 0.0% 1173 -9 -7.26% Q3 2026 Oct 07, 2026
Networth Advisors, LLC History Added to 122 5 0.0% 0.0% 1175 +1 0.83% Q3 2026 Nov 03, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 161 5 0.0% 0.0% 1169 0 0.0% Q2 2026 Aug 05, 2026
ALERUS FINANCIAL NA History No change 144 5 0.0% 0.0% 1170 0 0.0% Q2 2026 Aug 13, 2026
Turim 21 Investimentos Ltda. History No change 1,029 5 0.0% 0.0% 1171 0 0.0% Q2 2026 Aug 10, 2026
Frazier Financial Advisors, LLC History No change 153 5 0.0% 0.0% 1172 0 0.0% Q2 2026 Aug 10, 2026
Nova Wealth Management, Inc. History No change 155 5 0.0% 0.0% 1174 0 0.0% Q2 2026 Jul 13, 2026
Planning Strategies Inc. History New 109 4 0.0% — 1194 +109 New Q3 2026 Oct 02, 2026
DeDora Capital, Inc. History New 106 4 0.0% — 1191 +106 New Q3 2026 Oct 26, 2026
Prudent Man Investment Management, Inc. History New 100 4 0.0% — 1193 +100 New Q3 2026 Nov 02, 2026
FIDUCIARY ADVISORS, INC. History New 91 4 0.0% — 1192 +91 New Q3 2026 Oct 16, 2026
American Capital Advisory, LLC History Added to 111 4 0.0% 0.0% 1186 +9 8.82% Q3 2026 Oct 28, 2026
HOERTKORN RICHARD CHARLES History No change 100 4 0.0% 0.0% 1177 0 0.0% Q3 2026 Nov 03, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 132 4 0.0% 0.0% 1178 0 0.0% Q2 2026 Jul 27, 2026
Roble, Belko & Company, Inc History No change 101 4 0.0% 0.0% 1179 0 0.0% Q2 2026 Jul 24, 2026
Steigerwald, Gordon & Koch Inc. History No change 129 4 0.0% 0.0% 1180 0 0.0% Q2 2026 Jul 22, 2026
Quaker Wealth Management, LLC History No change 100 4 0.0% 0.0% 1181 0 0.0% Q3 2026 Oct 22, 2026
Elevated Capital Advisors, LLC History No change 91 4 0.0% 0.0% 1182 0 0.0% Q3 2026 Nov 04, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 123 4 0.01% 0.01% 1183 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 120 4 0.0% 0.0% 1184 0 0.0% Q2 2026 Aug 17, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 100 4 0.0% 0.0% 1185 0 0.0% Q3 2026 Oct 30, 2026
Burk Holdings LLC History No change 93 4 0.0% 0.0% 1187 0 0.0% Q3 2026 Nov 04, 2026
Sunrise Financial Services, LLC History No change 107 4 0.0% 0.0% 1188 0 0.0% Q3 2026 Oct 21, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 113 4 0.0% 0.0% 1189 0 0.0% Q2 2026 Aug 11, 2026
Montgomery Financial Services LLC History No change 100 4 0.0% 0.0% 1190 0 0.0% Q3 2026 Nov 03, 2026
Balance Wealth Partners LLC History New 72 3 0.0% — 1206 +72 New Q3 2026 Oct 27, 2026
AMERICAN NATIONAL BANK & TRUST History No change 85 3 0.0% 0.0% 1195 0 0.0% Q3 2026 Oct 07, 2026
Cranbrook Wealth Management, LLC History No change 82 3 0.0% 0.0% 1196 0 0.0% Q3 2026 Oct 28, 2026
HOEY INVESTMENTS, INC History No change 83 3 0.0% 0.0% 1197 0 0.0% Q3 2026 Oct 28, 2026
Gleason Group, Inc. History No change 88 3 0.0% 0.0% 1198 0 0.0% Q3 2026 Oct 15, 2026
Tanglewood Legacy Advisors, LLC History No change 100 3 0.0% 0.0% 1199 0 0.0% Q2 2026 Aug 10, 2026
JPL Wealth Management, LLC History No change 91 3 0.0% 0.0% 1200 0 0.0% Q2 2026 Aug 13, 2026
Graney & King, LLC History No change 106 3 0.0% 0.0% 1201 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 75 3 0.0% 0.0% 1202 0 0.0% Q2 2026 Aug 14, 2026
Roxbury Financial LLC History No change 76 3 0.0% 0.0% 1203 0 0.0% Q3 2026 Oct 01, 2026
Boreal Capital Management LLC History No change 100 3 0.0% 0.0% 1204 0 0.0% Q2 2026 Aug 13, 2026
Basepoint Wealth LLC History No change 89 3 0.0% 0.0% 1205 0 0.0% Q2 2026 Aug 10, 2026
Friedenthal Financial History New 62 2 0.0% — 1215 +62 New Q3 2026 Oct 27, 2026
Downshift Financial, LLC History New 59 2 0.0% — 1218 +59 New Q3 2026 Oct 13, 2026
Elyxium Wealth, LLC History New 54 2 0.0% — 1217 +54 New Q3 2026 Oct 27, 2026
Fairway Wealth LLC History New 52 2 0.0% — 1216 +52 New Q3 2026 Oct 30, 2026
Bullock Wealth Management Group History Added to 59 2 0.0% 0.0% 1214 +1 1.72% Q3 2026 Oct 09, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 31 2 0.0% 0.0% 1207 0 0.0% Q2 2026 Aug 14, 2026
Pacific Center for Financial Services History No change 50 2 0.0% 0.0% 1208 0 0.0% Q3 2026 Oct 15, 2026
Pacifica Partners Inc. History No change 50 2 0.0% 0.0% 1209 0 0.0% Q3 2026 Oct 08, 2026
1620 INVESTMENT ADVISORS, INC. History No change 50 2 0.0% 0.0% 1210 0 0.0% Q3 2026 Nov 04, 2026
Dunhill Financial, LLC History No change 68 2 0.0% 0.0% 1211 0 0.0% Q2 2026 Aug 07, 2026
SWAN Capital LLC History No change 63 2 0.0% 0.0% 1212 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 63 2 0.0% 0.0% 1213 0 0.0% Q3 2026 Oct 20, 2026
Monetary Solutions, Ltd History Added to 36 1 0.0% — 1230 +12 50.0% Q3 2026 Oct 22, 2026
VALLEY WEALTH MANAGERS, INC. History No change 32 1 0.0% 0.0% 1219 0 0.0% Q3 2026 Oct 09, 2026
CVA Family Office, LLC History No change 54 1 0.0% 0.0% 1220 0 0.0% Q2 2026 Aug 07, 2026
HighMark Wealth Management LLC History No change 42 1 0.0% 0.0% 1221 0 0.0% Q2 2026 Aug 12, 2026
Elequin Capital, LP History No change 30 1 0.0% 0.0% 1222 0 0.0% Q2 2026 Aug 13, 2026
IAG Wealth Partners, LLC History No change 40 1 0.0% 0.0% 1223 0 0.0% Q2 2026 Aug 06, 2026
Smallwood Wealth Investment Management, LLC History No change 32 1 0.0% 0.0% 1224 0 0.0% Q3 2026 Oct 30, 2026
Strategic Advocates LLC History No change 30 1 0.0% 0.0% 1225 0 0.0% Q3 2026 Nov 03, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 37 1 0.0% 0.0% 1226 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 54 1 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 10, 2026
Dogwood Wealth Management LLC History No change 28 1 0.0% 0.0% 1228 0 0.0% Q2 2026 Jul 06, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 46 1 0.0% 0.0% 1229 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 27 1 0.0% 0.0% 1231 0 0.0% Q2 2026 Jul 09, 2026
Highland Investment Advisors LLC History No change 29 1 0.0% 0.0% 1232 0 0.0% Q2 2026 Aug 13, 2026
PACIFIC HEIGHTS ASSET MANAGEMENT LLC History Closed out 0 0 — 0.47% — -400,000 -100.0% Q3 2026 Nov 03, 2026
Transmarket Holdings LP History Closed out 0 0 — 4.18% — -154,115 -100.0% Q3 2026 Oct 27, 2026
TODD ASSET MANAGEMENT LLC History Closed out 0 0 — 0.08% — -117,135 -100.0% Q3 2026 Oct 27, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Closed out 0 0 — 0.11% — -74,700 -100.0% Q3 2026 Nov 04, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.01% — -48,280 -100.0% Q3 2026 Nov 05, 2026
CenterStar Asset Management, LLC History Closed out 0 0 — 0.3% — -47,881 -100.0% Q3 2026 Oct 09, 2026
AIA Group Ltd History Closed out 0 0 — 0.02% — -42,534 -100.0% Q3 2026 Oct 30, 2026
Wellington Shields & Co., LLC History Closed out 0 0 — 0.13% — -15,508 -100.0% Q3 2026 Nov 03, 2026
Straight Path Wealth Management History Closed out 0 0 — 0.13% — -15,000 -100.0% Q3 2026 Oct 23, 2026
BancFirst Trust & Investment Management History Closed out 0 0 — 0.16% — -10,132 -100.0% Q3 2026 Oct 29, 2026
PERKINS CAPITAL MANAGEMENT INC History Closed out 0 0 — 0.24% — -8,650 -100.0% Q3 2026 Nov 02, 2026
ELEVATUS WELATH MANAGEMENT History Closed out 0 0 — 0.07% — -7,507 -100.0% Q3 2026 Oct 19, 2026
WP Advisors, LLC History Closed out 0 0 — 0.06% — -6,865 -100.0% Q3 2026 Oct 22, 2026
LANE BROTHERS & CO INC History Closed out 0 0 — 0.15% — -6,297 -100.0% Q3 2026 Nov 02, 2026
CenterBook Partners LP History Closed out 0 0 — 0.01% — -6,089 -100.0% Q3 2026 Nov 02, 2026
Bill Few Associates, Inc. History Closed out 0 0 — 0.05% — -6,080 -100.0% Q3 2026 Oct 09, 2026
Krilogy Financial LLC History Closed out 0 0 — 0.01% — -5,611 -100.0% Q3 2026 Oct 13, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.03% — -5,450 -100.0% Q3 2026 Nov 03, 2026
Formidable Asset Management, LLC History Closed out 0 0 — 0.04% — -5,181 -100.0% Q3 2026 Nov 03, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.01% — -4,149 -100.0% Q3 2026 Oct 21, 2026
Dakota Community Bank & Trust NA History Closed out 0 0 — 0.46% — -4,000 -100.0% Q3 2026 Oct 09, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -2,465 -100.0% Q3 2026 Oct 28, 2026
GILL CAPITAL PARTNERS, LLC History Closed out 0 0 — 0.01% — -1,376 -100.0% Q3 2026 Oct 13, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.01% — -1,354 -100.0% Q3 2026 Oct 16, 2026
VESTOR CAPITAL, LLC History Closed out 0 0 — 0.01% — -1,048 -100.0% Q3 2026 Nov 04, 2026
EVERMAY WEALTH MANAGEMENT LLC History Closed out 0 0 — 0.0% — -845 -100.0% Q3 2026 Nov 04, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -670 -100.0% Q3 2026 Oct 07, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -636 -100.0% Q3 2026 Oct 13, 2026
DT Investment Partners, LLC History Closed out 0 0 — 0.0% — -506 -100.0% Q3 2026 Oct 27, 2026
Axiom Investment Management LLC History Closed out 0 0 — 0.01% — -500 -100.0% Q3 2026 Nov 03, 2026
SOUTHERN MICHIGAN BANK & TRUST History Closed out 0 0 — 0.0% — -378 -100.0% Q3 2026 Oct 19, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Closed out 0 0 — 0.0% — -319 -100.0% Q3 2026 Oct 13, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.01% — -309 -100.0% Q3 2026 Oct 15, 2026
United Financial Planning Group LLC History Closed out 0 0 — 0.0% — -245 -100.0% Q3 2026 Nov 04, 2026
HORIZON FINANCIAL SERVICES, LLC History Closed out 0 0 — 0.0% — -225 -100.0% Q3 2026 Nov 04, 2026
Robinswood Financial LLC History Closed out 0 0 — 0.0% — -212 -100.0% Q3 2026 Oct 20, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.0% — -150 -100.0% Q3 2026 Oct 26, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -147 -100.0% Q3 2026 Oct 20, 2026
Atlatl Advisers LLC History Closed out 0 0 — 0.0% — -53 -100.0% Q3 2026 Oct 22, 2026
MTM Investment Management, LLC History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2026 Oct 30, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -49 -100.0% Q3 2026 Nov 04, 2026
Trifecta Capital Advisors, LLC History Closed out 0 0 — — — -25 -100.0% Q3 2026 Oct 21, 2026
Robbins Farley History New 20 0 — — — +20 New Q3 2026 Oct 20, 2026
Team Financial Group, LLC History New 11 0 — — — +11 New Q3 2026 Oct 30, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -7 -100.0% Q3 2026 Oct 23, 2026
Abound Wealth Management History Reduced 14 0 — — — -1 -6.67% Q3 2026 Oct 26, 2026
Mountain Hill Investment Partners Corp. History Closed out 0 0 — — — -1 -100.0% Q3 2026 Oct 23, 2026
Investment Research & Advisory Group, Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 19, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Nov 02, 2026
Copia Wealth Management History No change 20 0 — — — 0 0.0% Q2 2026 Aug 17, 2026
Harbor Asset Planning, Inc. History No change 9 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Godfrey Financial Associates, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Clark Wealth Partners History No change 12 0 — — — 0 0.0% Q3 2026 Oct 16, 2026