Anheuser-Busch InBev SA/NV - BUD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DODGE & COX | History | No change | 29,477,348 | 2,428,933 | 1.27% | 1.27% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 12,452,441 | 1,026,081 | 0.31% | 0.31% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MORGAN STANLEY | History | No change | 3,963,862 | 326,622 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 3,264,513 | 268,995 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 3,190,248 | 262,876 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,866,192 | 236,174 | 0.45% | 0.45% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 2,824,153 | 232,710 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Point72 Asset Management, L.P. | History | No change | 2,473,733 | 203,835 | 0.22% | 0.22% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,956,187 | 161,189 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,949,023 | 160,599 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 1,792,760 | 147,723 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GATES FOUNDATION TRUST | History | No change | 1,703,000 | 140,327 | 0.41% | 0.41% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 1,654,178 | 136,304 | 0.31% | 0.31% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 1,574,733 | 130,401 | 0.64% | 0.64% | 14 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital International Investors | History | No change | 1,476,944 | 123,826 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,475,769 | 121,603 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,206,295 | 99,398 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,120,911 | 92,363 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,058,565 | 87,226 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seafarer Capital Partners, LLC | History | No change | 1,034,000 | 85,201 | 19.63% | 19.63% | 20 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NORTHERN TRUST CORP | History | No change | 934,042 | 76,965 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GQG Partners LLC | History | No change | 918,338 | 75,671 | 0.14% | 0.14% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearbridge Investments, LLC | History | No change | 863,168 | 71,125 | 0.06% | 0.06% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 851,483 | 70,162 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 814,600 | 67,123 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alberta Investment Management Corp | History | No change | 645,100 | 53,156 | 0.3% | 0.3% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 552,828 | 45,553 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 522,643 | 43,065 | 0.13% | 0.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 499,843 | 41,187 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 498,400 | 41,068 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 485,085 | 39,969 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PENN DAVIS MCFARLAND INC | History | No change | 483,439 | 39,835 | 3.55% | 3.55% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 535,313 | 39,329 | 0.53% | 0.78% | 33 | -159,723 | -22.98% | Q3 2026 | Oct 09, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 455,518 | 37,534 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 409,592 | 33,750 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cook & Bynum Capital Management, LLC | History | No change | 403,914 | 33,282 | 24.74% | 24.74% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 360,674 | 29,719 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 347,657 | 28,646 | 0.31% | 0.31% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Invesco Ltd. | History | No change | 343,233 | 28,282 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | No change | 309,077 | 25,467 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 303,451 | 25,004 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 282,046 | 23,240 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Trading LLC | History | No change | 269,332 | 22,192 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 251,305 | 21,069 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curi Capital, LLC | History | No change | 244,366 | 20,233 | 0.31% | 0.31% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 242,642 | 19,992 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 240,911 | 19,851 | 0.24% | 0.24% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 238,795 | 19,676 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 218,823 | 18,618 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 225,479 | 18,579 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 224,061 | 18,462 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 205,994 | 16,973 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 198,874 | 16,387 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 192,463 | 15,858 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 185,677 | 15,299 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 183,793 | 15,144 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 181,879 | 14,986 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 179,747 | 14,811 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 178,422 | 14,701 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 174,999 | 14,420 | 0.26% | 0.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LMR Partners LLP | History | No change | 167,950 | 13,839 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 161,390 | 13,298 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verition Fund Management LLC | History | No change | 160,000 | 13,184 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SALT Holding Corp. | History | No change | 154,173 | 12,703 | 6.73% | 6.73% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 148,052 | 12,199 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 146,738 | 12,091 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 146,422 | 12,065 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capco Asset Management, LLC | History | No change | 143,187 | 11,798 | 3.22% | 3.22% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 129,078 | 10,636 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 128,666 | 10,602 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 128,392 | 10,579 | 0.36% | 0.36% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOMURA HOLDINGS INC | History | No change | 125,132 | 10,310 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 125,074 | 10,306 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 124,684 | 10,273 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 122,552 | 10,098 | 0.53% | 0.53% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 116,957 | 9,637 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vise Technologies, Inc. | History | No change | 116,502 | 9,599 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 110,045 | 9,067 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 106,006 | 8,734 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ally Financial Inc. | History | No change | 105,000 | 8,652 | 1.12% | 1.12% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 104,901 | 8,643 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Callan Family Office, LLC | History | No change | 101,755 | 8,384 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 100,332 | 8,267 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 99,913 | 8,232 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GROUP ONE TRADING LLC | History | No change | 97,500 | 8,034 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 93,717 | 7,722 | 1.01% | 1.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 93,593 | 7,712 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 91,841 | 7,567 | 0.19% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 89,003 | 7,333 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ethic Inc. | History | No change | 86,555 | 7,132 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 86,271 | 7,108 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 85,399 | 7,036 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 83,967 | 6,919 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAK6 LLC | History | No change | 83,400 | 6,872 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 76,601 | 6,311 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 75,630 | 6,232 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 75,539 | 6,224 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 74,920 | 6,173 | 0.08% | 0.08% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empire Life Investments Inc. | History | No change | 72,616 | 5,983 | 0.33% | 0.33% | 99 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New York Mellon Corp | History | No change | 72,124 | 5,943 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 71,329 | 5,725 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 66,597 | 5,487 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nicholas Investment Partners, LP | History | No change | 65,279 | 5,378 | 0.3% | 0.3% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 65,139 | 5,366 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 62,500 | 5,150 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 62,228 | 5,127 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ABC ARBITRAGE SA | History | No change | 60,133 | 4,954 | 0.53% | 0.53% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lighthouse Investment Partners, LLC | History | No change | 60,000 | 4,944 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 58,944 | 4,856 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 57,816 | 4,764 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 55,722 | 4,591 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 54,818 | 4,518 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maven Securities LTD | History | No change | 52,466 | 4,323 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 52,223 | 4,303 | 0.42% | 0.42% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 50,903 | 4,195 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RBF Capital, LLC | History | No change | 50,000 | 4,120 | 0.17% | 0.17% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 47,086 | 3,879 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 44,487 | 3,665 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clarkston Capital Partners, LLC | History | No change | 44,034 | 3,628 | 0.31% | 0.31% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 43,333 | 3,570 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 42,902 | 3,535 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHWERIN BOYLE CAPITAL MANAGEMENT INC | History | No change | 40,352 | 3,325 | 0.41% | 0.41% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 38,371 | 3,161 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ruffer LLP | History | No change | 38,000 | 3,127 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 37,061 | 3,054 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 36,875 | 3,038 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 36,368 | 2,996 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 36,230 | 2,985 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 35,665 | 2,938 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 34,268 | 2,823 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 37,818 | 2,778 | 0.84% | 0.97% | 131 | -984 | -2.54% | Q3 2026 | Oct 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 32,815 | 2,726 | 0.34% | 0.34% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CHOREO, LLC | History | No change | 32,276 | 2,659 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Entropy Technologies, LP | History | No change | 32,174 | 2,651 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carrera Capital Advisors | History | No change | 30,296 | 2,496 | 0.37% | 0.37% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 29,895 | 2,463 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 28,785 | 2,371 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 27,832 | 2,293 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 27,685 | 2,281 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,583 | 2,273 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Great Lakes Retirement, Inc. | History | No change | 26,195 | 2,158 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JCIC Asset Management Inc. | History | No change | 31,095 | 2,157 | 0.66% | 0.66% | 142 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank OZK | History | No change | 25,794 | 2,125 | 0.63% | 0.63% | 143 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| ASO GROUP Ltd | History | No change | 25,349 | 2,089 | 0.89% | 0.89% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 25,142 | 2,073 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 25,120 | 2,069 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,702 | 2,066 | 0.0% | 0.0% | 147 | -1,622 | -5.73% | Q3 2026 | Oct 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 24,508 | 2,019 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GTS SECURITIES LLC | History | No change | 24,466 | 2,015 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 23,400 | 1,928 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 22,878 | 1,885 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 22,838 | 1,881 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 22,601 | 1,862 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 22,410 | 1,846 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 22,261 | 1,834 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 22,253 | 1,833 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,046 | 1,816 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 21,711 | 1,788 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Naviter Wealth, LLC | History | No change | 21,447 | 1,767 | 0.16% | 0.16% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OUTFITTERS FINANCIAL LLC | History | No change | 21,375 | 1,761 | 1.23% | 1.23% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 20,965 | 1,727 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Capula Management Ltd | History | No change | 20,852 | 1,718 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 20,777 | 1,711 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAVERICK CAPITAL LTD | History | No change | 20,269 | 1,670 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 20,138 | 1,659 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 20,052 | 1,652 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 20,011 | 1,648 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Banco BTG Pactual S.A. | History | No change | 20,000 | 1,648 | 0.14% | 0.14% | 168 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 19,996 | 1,647 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,931 | 1,642 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Havemeyer Place LP | History | No change | 19,567 | 1,612 | 0.16% | 0.16% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 19,507 | 1,607 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 19,234 | 1,584 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 18,531 | 1,526 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savoir Faire Capital Management, L.P. | History | No change | 17,708 | 1,459 | 0.91% | 0.91% | 175 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 16,610 | 1,368 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centiva Capital, LP | History | No change | 16,563 | 1,364 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 16,383 | 1,350 | 0.61% | 0.61% | 178 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caldwell Trust Co | History | No change | 16,205 | 1,335 | 0.11% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,051 | 1,322 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 15,890 | 1,309 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 16,162 | 1,297 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 236,732 | 1,279 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 15,272 | 1,258 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lebenthal Global Advisors, LLC | History | No change | 15,157 | 1,248 | 0.17% | 0.17% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 15,027 | 1,238 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop National Bank | History | No change | 14,834 | 1,222 | 0.26% | 0.26% | 187 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Caprock Group, LLC | History | No change | 14,793 | 1,218 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 14,580 | 1,201 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DV Trading LLC | History | No change | 14,387 | 1,185 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 13,901 | 1,145 | 0.84% | 0.84% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 13,893 | 1,144 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fosun International Ltd | History | No change | 13,781 | 1,135 | 0.25% | 0.25% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 13,562 | 1,117 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Venturi Wealth Management, LLC | History | No change | 13,346 | 1,099 | 0.04% | 0.04% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 13,282 | 1,094 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pure Financial Advisors, LLC | History | No change | 13,275 | 1,093 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 13,086 | 1,078 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS | History | No change | 13,050 | 1,075 | 0.03% | 0.03% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jain Global LLC | History | No change | 12,407 | 1,022 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 13,783 | 1,012 | 0.05% | 0.06% | 201 | -776 | -5.33% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 12,192 | 1,004 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Prospera Financial Services Inc | History | No change | 12,070 | 994 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 11,876 | 978 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bristlecone Value Partners, LLC | History | No change | 11,859 | 977 | 0.79% | 0.79% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 11,769 | 969 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 11,700 | 964 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vident Advisory, LLC | History | No change | 11,701 | 964 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | No change | 11,529 | 949 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 11,443 | 942 | 0.19% | 0.19% | 210 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PROFUND ADVISORS LLC | History | No change | 11,234 | 925 | 0.03% | 0.03% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 11,118 | 916 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Persium Advisors, LLC | History | Added to | 12,365 | 908 | 0.48% | 0.64% | 213 | +375 | 3.13% | Q3 2026 | Oct 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 10,879 | 896 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 10,810 | 890 | 0.47% | 0.47% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tidal Investments LLC | History | No change | 10,810 | 890 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 10,573 | 871 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INGALLS & SNYDER LLC | History | No change | 10,529 | 868 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 10,450 | 861 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Miller Global Investments, LLC | History | Reduced | 11,447 | 841 | 0.68% | 0.78% | 220 | -2 | -0.02% | Q3 2026 | Oct 02, 2026 |
| Ellevest, Inc. | History | No change | 10,160 | 834 | 0.1% | 0.1% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 10,124 | 834 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vinland Capital Management Gestora de Recursos LTDA. | History | No change | 10,100 | 832 | 8.2% | 8.2% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Long Focus Capital Management, LLC | History | No change | 10,000 | 824 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Wealth Management LLC | History | No change | 9,794 | 807 | 0.15% | 0.15% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 9,691 | 798 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 9,680 | 797 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 9,662 | 796 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 9,667 | 796 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 9,658 | 795 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manske Wealth Management | History | No change | 9,563 | 787 | 0.2% | 0.2% | 231 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qtron Investments LLC | History | No change | 9,534 | 785 | 0.1% | 0.1% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,400 | 774 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abel Hall, LLC | History | No change | 9,178 | 756 | 0.13% | 0.13% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 9,140 | 753 | 0.47% | 0.47% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,988 | 733 | 0.06% | 0.07% | 236 | +155 | 1.58% | Q3 2026 | Oct 01, 2026 |
| HB Wealth Management, LLC | History | No change | 8,841 | 728 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 8,792 | 724 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,785 | 723 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 8,638 | 711 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Michels Family Financial, LLC | History | No change | 8,626 | 710 | 0.46% | 0.46% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,185 | 686 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 8,240 | 678 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 8,163 | 672 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 8,146 | 671 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SYON CAPITAL LLC | History | No change | 7,942 | 654 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 7,800 | 642 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TBH Global Asset Management, LLC | History | No change | 7,791 | 641 | 0.12% | 0.12% | 248 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 7,789 | 641 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Strategic Global Advisors, LLC | History | No change | 7,865 | 638 | 0.09% | 0.09% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 7,547 | 621 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savant Capital, LLC | History | No change | 7,495 | 619 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Walleye Capital LLC | History | No change | 7,503 | 618 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,396 | 616 | 0.02% | 0.01% | 254 | +5,094 | 154.27% | Q3 2026 | Oct 13, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 8,305 | 610 | 0.06% | 0.07% | 256 | -595 | -6.69% | Q3 2026 | Oct 05, 2026 |
| Round Hill Asset Management | History | No change | 7,411 | 610 | 0.38% | 0.38% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 7,373 | 607 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| May Hill Capital, LLC | History | No change | 7,375 | 607 | 0.13% | 0.13% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | No change | 7,339 | 604 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Daiwa Securities Group Inc. | History | No change | 6,969 | 574 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Squarepoint Ops LLC | History | No change | 6,898 | 568 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 6,875 | 566 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| M&T BANK CORP | History | No change | 6,863 | 565 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WINTON GROUP Ltd | History | No change | 6,800 | 560 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Old North State Wealth Management, LLC | History | No change | 6,805 | 560 | 0.24% | 0.24% | 265 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sivia Capital Partners, LLC | History | No change | 6,706 | 552 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kennondale Capital Management LLC | History | No change | 6,643 | 547 | 0.36% | 0.36% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 6,591 | 543 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 6,505 | 536 | 0.12% | 0.12% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Gallacher Capital Management LLC | History | No change | 6,486 | 534 | 0.3% | 0.3% | 270 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 6,391 | 526 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,268 | 516 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | No change | 6,251 | 515 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Portside Wealth Group, LLC | History | No change | 6,246 | 514 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Traub Capital Management LLC | History | No change | 6,239 | 514 | 0.46% | 0.46% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Florida Trust Wealth Management Co | History | No change | 6,210 | 511 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Five Oceans Advisors | History | No change | 6,133 | 505 | 0.16% | 0.16% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 6,034 | 497 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,958 | 490 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brucke Financial, Inc. | History | No change | 5,914 | 487 | 0.22% | 0.22% | 280 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glenview Trust Co | History | No change | 5,805 | 478 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hexagon Capital Partners LLC | History | No change | 5,801 | 478 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | No change | 5,674 | 467 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 5,616 | 463 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cordatus Wealth Management LLC | History | No change | 5,627 | 463 | 0.1% | 0.1% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,249 | 459 | 0.0% | 0.0% | 286 | +886 | 16.52% | Q3 2026 | Oct 08, 2026 |
| Frec Markets, Inc. | History | No change | 5,536 | 456 | 0.04% | 0.04% | 287 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Boston Partners | History | No change | 5,500 | 453 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 5,500 | 453 | 0.09% | 0.09% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 5,438 | 448 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 5,391 | 444 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 5,325 | 438 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Qube Research & Technologies Ltd | History | No change | 5,300 | 436 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | No change | 5,262 | 433 | 0.42% | 0.42% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 5,170 | 426 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 5,156 | 424 | 0.1% | 0.1% | 296 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COMMERCE BANK | History | No change | 5,118 | 421 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| XPONANCE LLC | History | No change | 5,106 | 420 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 5,072 | 417 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Kathmere Capital Management, LLC | History | No change | 5,048 | 415 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERICAN ASSETS INC | History | No change | 5,000 | 412 | 0.12% | 0.12% | 301 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,951 | 407 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keystone Financial Group | History | No change | 4,919 | 405 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHICAGO TRUST Co NA | History | No change | 4,884 | 402 | 0.06% | 0.06% | 304 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 4,844 | 399 | 0.17% | 0.17% | 305 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Trust Company, N.A | History | No change | 4,850 | 399 | 0.2% | 0.2% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 4,820 | 397 | 0.2% | 0.2% | 307 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | No change | 4,798 | 395 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | No change | 4,772 | 393 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 4,763 | 392 | 0.03% | 0.03% | 310 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 4,718 | 388 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 4,614 | 380 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 4,432 | 365 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Narwhal Capital Management | History | No change | 4,420 | 364 | 0.03% | 0.03% | 314 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,413 | 363 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 4,414 | 363 | 0.12% | 0.12% | 316 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,923 | 361 | 0.01% | 0.01% | 317 | +600 | 13.88% | Q3 2026 | Oct 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,892 | 359 | 0.01% | 0.01% | 318 | -517 | -9.56% | Q3 2026 | Oct 08, 2026 |
| Sterling Capital Management LLC | History | No change | 4,348 | 358 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rehmann Capital Advisory Group | History | No change | 4,315 | 355 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| 626 Financial, LLC | History | No change | 4,315 | 355 | 0.14% | 0.14% | 321 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,304 | 354 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,249 | 350 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 4,724 | 347 | 0.01% | 0.01% | 324 | +354 | 8.1% | Q3 2026 | Oct 08, 2026 |
| XP Advisory US, Inc. | History | No change | 4,222 | 347 | 0.19% | 0.19% | 325 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 4,203 | 346 | 0.06% | 0.06% | 326 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 4,684 | 344 | 0.07% | 0.08% | 327 | +883 | 23.23% | Q3 2026 | Oct 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,157 | 342 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,104 | 338 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FSM Wealth Advisors, LLC | History | No change | 4,111 | 338 | 0.04% | 0.04% | 330 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Diversify Advisory Services, LLC | History | No change | 4,188 | 338 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 4,188 | 338 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 4,065 | 334 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 4,012 | 330 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 3,997 | 329 | 0.05% | 0.05% | 335 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GREENLEAF TRUST | History | No change | 3,905 | 321 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Private Advisor Group, LLC | History | No change | 3,881 | 319 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3,845 | 316 | 0.05% | 0.05% | 338 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 3,825 | 315 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bridgefront Capital, LLC | History | No change | 3,813 | 314 | 0.08% | 0.08% | 340 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 3,733 | 307 | 0.04% | 0.04% | 341 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mutual Advisors, LLC | History | No change | 3,722 | 306 | 0.01% | 0.01% | 342 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aprio Wealth Management, LLC | History | No change | 3,724 | 306 | 0.02% | 0.02% | 343 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trek Financial, LLC | History | No change | 3,653 | 301 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 3,623 | 298 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,615 | 297 | 0.04% | 0.04% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trivium Point Advisory, LLC | History | No change | 3,573 | 294 | 0.03% | 0.03% | 347 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | No change | 3,559 | 293 | 0.06% | 0.06% | 348 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BRIGHTON JONES LLC | History | No change | 3,532 | 291 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alhambra Investment Management LLC | History | No change | 3,519 | 289 | 0.13% | 0.13% | 350 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,507 | 288 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,448 | 284 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 3,442 | 283 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,439 | 283 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 3,412 | 281 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 3,410 | 280 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sandro Wealth Management LLC | History | No change | 3,407 | 280 | 0.2% | 0.2% | 357 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 3,376 | 278 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 3,380 | 278 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,351 | 276 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,343 | 275 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 3,306 | 272 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 3,297 | 271 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Limestone Investment Advisors LP | History | No change | 3,300 | 271 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,282 | 270 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,263 | 268 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,248 | 267 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 3,220 | 265 | 0.12% | 0.12% | 368 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | No change | 3,180 | 262 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STATE STREET CORP | History | No change | 3,151 | 259 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Quent Capital, LLC | History | No change | 3,144 | 259 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | No change | 3,137 | 258 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | No change | 3,121 | 257 | 0.18% | 0.18% | 373 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORDEN GROUP LLC | History | No change | 3,128 | 257 | 0.02% | 0.02% | 374 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Principle Wealth Partners LLC | History | No change | 3,115 | 256 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beck Bode, LLC | History | No change | 3,096 | 255 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 3,093 | 254 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,072 | 252 | 0.07% | 0.07% | 378 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Regal Investment Advisors LLC | History | No change | 3,056 | 251 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | No change | 3,044 | 250 | 0.04% | 0.04% | 380 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,022 | 248 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,961 | 248 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,362 | 246 | 0.02% | 0.02% | 383 | +57 | 1.72% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,984 | 245 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 2,970 | 244 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Purpose Unlimited Inc. | History | No change | 2,964 | 244 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Braun-Bostich & Associates Inc. | History | No change | 2,946 | 242 | 0.14% | 0.14% | 387 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 3,290 | 241 | 0.01% | 0.02% | 388 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| one8zero8, LLC | History | No change | 2,900 | 238 | 0.05% | 0.05% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 55 North Private Wealth, LLC | History | No change | 2,897 | 238 | 0.05% | 0.05% | 390 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Eddie Patel Inc | History | No change | 2,886 | 237 | 0.14% | 0.14% | 391 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 2,876 | 236 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| R Squared Ltd | History | No change | 2,857 | 235 | 0.12% | 0.12% | 393 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 2,832 | 233 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Family Capital Management, Inc. | History | No change | 2,831 | 233 | 0.09% | 0.09% | 395 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modern Wealth Management, LLC | History | No change | 2,817 | 232 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,806 | 231 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,810 | 231 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 2,780 | 229 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 2,785 | 229 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 2,775 | 228 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 3,099 | 227 | 0.0% | 0.0% | 402 | +163 | 5.55% | Q3 2026 | Oct 13, 2026 |
| GFS Advisors, LLC | History | No change | 15 | 227 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 2,751 | 226 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Calydon Capital | History | No change | 2,749 | 226 | 0.03% | 0.03% | 405 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 2,749 | 226 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | No change | 2,700 | 222 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,686 | 221 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,647 | 218 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,583 | 212 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 2,575 | 212 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LVW Advisors, LLC | History | No change | 2,566 | 211 | 0.02% | 0.02% | 412 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,529 | 208 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 2,531 | 208 | 0.03% | 0.03% | 414 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 2,501 | 206 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 2,511 | 206 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 2,444 | 201 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,306 | 190 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 2,215 | 182 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,173 | 179 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,050 | 168 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Blue Trust, Inc. | History | No change | 1,900 | 156 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,855 | 152 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,065 | 151 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 1,756 | 144 | 0.03% | 0.03% | 425 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,689 | 139 | 0.08% | 0.08% | 426 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,655 | 136 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pflug Koory, LLC | History | No change | 1,619 | 133 | 0.05% | 0.05% | 428 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,532 | 126 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,532 | 126 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,504 | 123 | 0.01% | 0.01% | 431 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,476 | 121 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banque Transatlantique SA | History | No change | 1,445 | 119 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,385 | 114 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,295 | 106 | 0.06% | 0.06% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,250 | 103 | 0.03% | 0.03% | 436 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cromwell Holdings LLC | History | No change | 1,203 | 99 | 0.04% | 0.04% | 437 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| REXFORD CAPITAL INC | History | No change | 1,064 | 87 | 0.05% | 0.05% | 438 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL TRUST Co | History | No change | 1,053 | 86 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,050 | 86 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,035 | 85 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,043 | 85 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque de Luxembourg S.A. | History | No change | 1,043 | 85 | 0.04% | 0.04% | 443 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 10Elms LLP | History | No change | 1,042 | 85 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 984 | 81 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JNBA Financial Advisors | History | No change | 962 | 79 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 946 | 77 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ST GERMAIN D J CO INC | History | No change | 912 | 75 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Grove Bank & Trust | History | No change | 1,007 | 73 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UMB Bank, n.a. | History | No change | 826 | 68 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 818 | 67 | 0.01% | 0.01% | 451 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 820 | 67 | 0.02% | 0.02% | 452 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 805 | 66 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arlington Trust Co LLC | History | No change | 766 | 63 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 774 | 62 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hara Capital LLC | History | No change | 700 | 57 | 0.03% | 0.03% | 456 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 677 | 55 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dunhill Financial, LLC | History | No change | 656 | 54 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 646 | 53 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 607 | 50 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 605 | 49 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST HORIZON CORP | History | No change | 588 | 48 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 500 | 41 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parkside Financial Bank & Trust | History | No change | 508 | 41 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 486 | 40 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Activest Wealth Management | History | No change | 493 | 40 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 474 | 39 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 478 | 39 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCDONALD PARTNERS LLC | History | No change | 468 | 38 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 466 | 38 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Abound Wealth Management | History | No change | 464 | 38 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 406 | 33 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 403 | 33 | 0.03% | 0.03% | 473 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Independence Bank of Kentucky | History | No change | 400 | 32 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 389 | 31 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 376 | 30 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 363 | 29 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 350 | 28 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 331 | 27 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mondrian Investment Partners LTD | History | No change | 327 | 26 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rossby Financial, LCC | History | No change | 320 | 26 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | Added to | 347 | 25 | 0.01% | 0.01% | 484 | +17 | 5.15% | Q3 2026 | Oct 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 309 | 25 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | No change | 306 | 25 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Caitlin John, LLC | History | No change | 305 | 25 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 300 | 24 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 300 | 24 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Chung Wu Investment Group, LLC | History | No change | 300 | 24 | 0.02% | 0.02% | 488 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Synergy Investment Management, LLC | History | No change | 282 | 23 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 275 | 22 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 259 | 21 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 255 | 21 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 288 | 21 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Main Street Group, LTD | History | No change | 256 | 21 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TORONTO DOMINION BANK | History | No change | 245 | 20 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 270 | 19 | 0.0% | 0.0% | 497 | -325 | -54.62% | Q3 2026 | Oct 08, 2026 |
| First Command Advisory Services, Inc. | History | No change | 232 | 19 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ares Financial Consulting, LLC | History | No change | 237 | 19 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| COUNTRY TRUST BANK | History | No change | 222 | 18 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 214 | 17 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 212 | 17 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 209 | 17 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 207 | 17 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 16 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 200 | 16 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 205 | 16 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 206 | 16 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 206 | 16 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stone House Investment Management, LLC | History | No change | 184 | 15 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SJS Investment Consulting Inc. | History | No change | 183 | 15 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ATWOOD & PALMER INC | History | No change | 200 | 14 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 178 | 14 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 174 | 14 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robinswood Financial LLC | History | No change | 178 | 14 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 161 | 13 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Asset Dedication, LLC | History | No change | 162 | 13 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Triumph Capital Management | History | No change | 162 | 13 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LRI Investments, LLC | History | No change | 155 | 12 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 149 | 12 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GW&K Investment Management, LLC | History | No change | 134 | 11 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| J.Safra Asset Management Corp | History | No change | 144 | 11 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 135 | 11 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 158 | 11 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 135 | 11 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 128 | 10 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 131 | 10 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 123 | 10 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 125 | 10 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 124 | 10 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 133 | 10 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NFSG Corp | History | No change | 133 | 10 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 127 | 10 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 115 | 9 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Costello Asset Management, INC | History | No change | 116 | 9 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 117 | 9 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Whipplewood Advisors, LLC | History | No change | 111 | 9 | 0.01% | 0.01% | 537 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 107 | 8 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ninety One UK Ltd | History | No change | 99 | 8 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cornerstone Planning Group LLC | History | No change | 103 | 8 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MTM Investment Management, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kings Path Partners LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aviso Financial Inc. | History | No change | 100 | 8 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WPG Advisers, LLC | History | No change | 99 | 8 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Financial Planning Group LLC | History | No change | 103 | 8 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PlanVest Financial, Inc | History | No change | 100 | 8 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 85 | 7 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 86 | 7 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 85 | 7 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 96 | 7 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| North Star Investment Management Corp. | History | No change | 73 | 6 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leonteq Securities AG | History | No change | 77 | 6 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HighMark Wealth Management LLC | History | No change | 77 | 6 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 82 | 6 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 75 | 5 | 0.0% | 0.01% | 560 | -62 | -45.26% | Q3 2026 | Oct 07, 2026 |
| IFS Advisors, LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nemes Rush Group LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPL Wealth Management, LLC | History | No change | 63 | 5 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 70 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| TD Capital Management LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Winch Advisory Services, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 51 | 4 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| American Capital Advisory, LLC | History | No change | 55 | 4 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bayforest Capital Ltd | History | No change | 49 | 4 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clark Wealth Partners | History | No change | 50 | 4 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FEDERATED HERMES, INC. | History | No change | 45 | 3 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 38 | 3 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Analysts, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 47 | 3 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Peterson Wealth Services | History | No change | 47 | 3 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 37 | 3 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BAYBAN | History | No change | 42 | 3 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 38 | 2 | 0.0% | 0.0% | 581 | -120 | -75.95% | Q3 2026 | Oct 13, 2026 |
| Planning Strategies Inc. | History | New | 38 | 2 | 0.0% | — | 587 | +38 | New | Q3 2026 | Oct 02, 2026 |
| GK Wealth Management LLC | History | New | 31 | 2 | 0.0% | — | 586 | +31 | New | Q3 2026 | Oct 09, 2026 |
| Smithfield Trust Co | History | No change | 22 | 2 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOTCO | History | No change | 33 | 2 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| City State Bank | History | No change | 25 | 2 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allied Private Wealth LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First PREMIER Bank | History | New | 12 | 1 | 0.0% | — | 602 | +12 | New | Q3 2026 | Oct 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crewe Advisors LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RMG Wealth Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mosley Wealth Management | History | No change | 14 | 1 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Burk Holdings LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 599 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| S.E.E.D. Planning Group LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -21,632 | -100.0% | Q3 2026 | Oct 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,881 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Montecito Bank & Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -2,715 | -100.0% | Q3 2026 | Oct 01, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Closed out | 0 | 0 | — | 0.02% | — | -2,653 | -100.0% | Q3 2026 | Oct 06, 2026 |
| JACOBS & CO/CA | History | Closed out | 0 | 0 | — | 0.02% | — | -2,638 | -100.0% | Q3 2026 | Oct 09, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,428 | -100.0% | Q3 2026 | Oct 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Oct 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2026 | Oct 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 4 | 0 | — | — | — | +4 | New | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 09, 2026 |
| Financial Management Professionals, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trust Co | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Coston, McIsaac & Partners | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breakwater Investment Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Millstone Evans Group, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| MidFirst Bank | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |