Chubb Ltd - CB

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
BERKSHIRE HATHAWAY INC History No change 34,249,183 11,670,066 3.9% 3.9% 1 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 29,093,549 9,913,335 0.15% 0.15% 2 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 23,177,820 7,897,610 0.17% 0.17% 3 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 16,727,420 5,716,716 0.17% 0.17% 4 0 0.0% Q2 2026 Sep 22, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 15,345,301 5,228,759 0.52% 0.52% 5 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 13,368,929 4,555,328 0.2% 0.2% 6 0 0.0% Q2 2026 Aug 13, 2026
GQG Partners LLC History No change 12,473,178 4,250,112 7.91% 7.91% 7 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 9,145,154 3,111,570 0.17% 0.17% 8 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 8,896,501 3,031,393 0.14% 0.14% 9 0 0.0% Q2 2026 Aug 13, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 6,195,189 2,110,948 0.36% 0.36% 10 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 5,887,366 2,026,619 0.64% 0.64% 11 0 0.0% Q2 2026 Aug 03, 2026
Capital World Investors History No change 5,584,363 1,902,824 0.22% 0.22% 12 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 5,367,693 1,829,340 0.37% 0.37% 13 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 5,286,296 1,801,253 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 4,534,497 1,545,084 0.1% 0.1% 15 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 4,176,382 1,433,710 0.08% 0.08% 16 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,087,308 1,392,638 0.38% 0.38% 17 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,003,312 1,364,088 0.48% 0.48% 18 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 3,852,983 1,312,865 0.21% 0.21% 19 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 3,522,326 1,200,209 0.17% 0.17% 20 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 3,460,296 1,179,061 0.14% 0.14% 21 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 3,142,168 1,070,662 0.11% 0.11% 22 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 3,059,661 1,042,548 0.17% 0.17% 23 0 0.0% Q2 2026 Aug 06, 2026
GOLDMAN SACHS GROUP INC History No change 2,908,243 990,954 0.09% 0.09% 24 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 2,886,308 983,480 0.13% 0.13% 25 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 2,475,458 843,487 0.18% 0.18% 26 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 2,461,009 838,564 0.37% 0.37% 27 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 2,439,726 831,312 0.12% 0.12% 28 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 2,300,534 783,883 0.06% 0.06% 29 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,295,200 782,066 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 2,205,290 717,387 0.13% 0.14% 31 +11,187 0.51% Q3 2026 Nov 04, 2026
VANGUARD FIDUCIARY TRUST CO History No change 2,014,756 686,507 0.15% 0.15% 32 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 1,841,675 627,532 0.15% 0.15% 33 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 1,742,005 593,570 0.35% 0.35% 34 0 0.0% Q2 2026 Aug 11, 2026
Amundi History No change 1,540,294 524,839 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 11, 2026
BARCLAYS PLC History No change 1,475,852 502,881 0.1% 0.1% 36 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 1,450,778 498,037 0.35% 0.35% 37 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 1,408,663 458,167 0.24% 0.23% 38 +49,188 3.62% Q3 2026 Nov 02, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,299,490 442,788 0.1% 0.1% 39 0 0.0% Q2 2026 Sep 23, 2026
Capital International Investors History No change 1,173,294 399,796 0.08% 0.08% 40 0 0.0% Q2 2026 Aug 12, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 1,158,539 394,760 14.49% 14.49% 41 0 0.0% Q2 2026 Aug 14, 2026
DAVIS SELECTED ADVISERS History No change 1,148,090 391,231 1.68% 1.68% 42 0 0.0% Q2 2026 Aug 11, 2026
National Pension Service History No change 1,148,011 391,173 0.25% 0.25% 43 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,135,998 387,079 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 1,052,541 358,642 0.1% 0.1% 45 0 0.0% Q2 2026 Aug 07, 2026
FAYEZ SAROFIM & CO History No change 1,014,340 345,626 0.81% 0.81% 46 0 0.0% Q2 2026 Aug 14, 2026
Swiss National Bank History No change 986,151 336,021 0.18% 0.18% 47 0 0.0% Q2 2026 Aug 11, 2026
MYCIO WEALTH PARTNERS, LLC History Reduced 973,607 316,665 61.69% 62.74% 48 -11,479 -1.17% Q3 2026 Nov 03, 2026
LAZARD ASSET MANAGEMENT LLC History No change 926,591 315,726 0.48% 0.48% 49 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 917,453 314,002 0.13% 0.13% 50 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 899,069 306,348 0.17% 0.17% 51 0 0.0% Q2 2026 Aug 07, 2026
Boston Partners History No change 890,313 303,401 0.27% 0.27% 52 0 0.0% Q2 2026 Aug 04, 2026
Beutel, Goodman & Co Ltd. History Reduced 915,648 297,814 2.34% 2.4% 53 -41,418 -4.33% Q3 2026 Nov 04, 2026
STIFEL FINANCIAL CORP History No change 871,924 297,120 0.25% 0.25% 54 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 866,560 295,271 0.33% 0.33% 55 0 0.0% Q2 2026 Aug 14, 2026
Troy Asset Management Ltd History Added to 893,492 290,608 6.91% 8.23% 56 +27,316 3.15% Q3 2026 Oct 28, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 846,159 288,320 0.14% 0.14% 57 0 0.0% Q2 2026 Aug 07, 2026
Sumitomo Mitsui Trust Group, Inc. History Reduced 881,343 286,656 0.16% 0.18% 58 -25,211 -2.78% Q3 2026 Oct 29, 2026
CITADEL ADVISORS LLC History No change 805,769 274,557 0.03% 0.03% 59 0 0.0% Q2 2026 Sep 02, 2026
Vanguard Global Advisers, LLC History No change 796,063 271,250 0.13% 0.13% 60 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 803,050 255,654 0.38% 0.35% 61 +154,094 23.74% Q3 2026 Oct 13, 2026
LONDON CO OF VIRGINIA History No change 739,329 251,928 1.44% 1.44% 62 0 0.0% Q2 2026 Aug 14, 2026
DANSKE BANK A/S History No change 709,677 241,815 0.48% 0.48% 63 0 0.0% Q2 2026 Aug 10, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 705,898 240,527 0.44% 0.44% 64 0 0.0% Q2 2026 Aug 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 689,209 234,841 0.04% 0.04% 65 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 681,770 232,306 0.16% 0.16% 66 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 676,017 230,818 0.09% 0.09% 67 0 0.0% Q2 2026 Aug 14, 2026
Cullen Capital Management, LLC History No change 674,693 229,894 2.26% 2.26% 68 0 0.0% Q2 2026 Aug 13, 2026
Polar Capital Holdings Plc History No change 670,383 228,426 0.54% 0.54% 69 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 663,120 225,951 0.1% 0.1% 70 0 0.0% Q2 2026 Aug 12, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. History No change 660,867 225,183 1.72% 1.72% 71 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 646,685 220,365 0.31% 0.31% 72 0 0.0% Q2 2026 Aug 27, 2026
RHUMBLINE ADVISERS History No change 640,847 218,362 0.16% 0.16% 73 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 635,600 216,574 0.12% 0.12% 74 0 0.0% Q2 2026 Aug 07, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 564,949 213,921 0.07% 0.07% 75 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 624,385 212,752 0.17% 0.17% 76 0 0.0% Q2 2026 Sep 09, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 623,664 212,507 0.12% 0.12% 77 0 0.0% Q2 2026 Aug 14, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 615,556 209,744 0.18% 0.18% 78 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History Added to 615,683 204,019 0.23% 0.19% 79 +261,199 73.68% Q3 2026 Oct 27, 2026
BANK OF MONTREAL /CAN/ History No change 595,119 202,781 0.07% 0.07% 80 0 0.0% Q2 2026 Aug 12, 2026
Assenagon Asset Management S.A. History Added to 612,668 199,270 0.19% 0.01% 81 +599,401 4517.98% Q3 2026 Oct 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 580,530 197,809 0.25% 0.25% 82 0 0.0% Q2 2026 Jul 29, 2026
LPL Financial LLC History No change 576,647 196,486 0.04% 0.04% 83 0 0.0% Q2 2026 Aug 07, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 564,111 192,215 0.11% 0.11% 84 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 559,026 190,483 0.21% 0.21% 85 0 0.0% Q2 2026 Aug 12, 2026
DnB Asset Management AS History No change 557,002 189,792 0.53% 0.53% 86 0 0.0% Q2 2026 Aug 11, 2026
Ensign Peak Advisors, Inc History No change 547,593 186,586 0.31% 0.31% 87 0 0.0% Q2 2026 Aug 14, 2026
JENNISON ASSOCIATES LLC History No change 545,906 186,012 0.11% 0.11% 88 0 0.0% Q2 2026 Aug 03, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 541,815 184,618 0.17% 0.17% 89 0 0.0% Q2 2026 Aug 24, 2026
CITIGROUP INC History Reduced 563,141 183,161 0.06% 0.06% 90 -1,474 -0.26% Q3 2026 Nov 04, 2026
ProShare Advisors LLC History Reduced 552,525 179,708 0.26% 0.28% 91 -11,876 -2.1% Q3 2026 Oct 28, 2026
Clark Capital Management Group, Inc. History No change 526,441 179,379 0.98% 0.98% 92 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 522,748 178,121 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 511,273 174,392 0.15% 0.15% 94 0 0.0% Q2 2026 Aug 06, 2026
Alphinity Investment Management Pty Ltd History Reduced 521,929 169,757 3.77% 4.65% 95 -298,133 -36.35% Q3 2026 Nov 02, 2026
Davis Asset Management, L.P. History No change 494,556 168,515 4.27% 4.27% 96 0 0.0% Q2 2026 Aug 12, 2026
Prana Capital Management, LP History No change 490,074 166,987 5.07% 5.07% 97 0 0.0% Q2 2026 Aug 14, 2026
Woodline Partners LP History No change 470,721 160,393 0.5% 0.5% 98 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 452,522 154,192 0.1% 0.1% 99 0 0.0% Q2 2026 Oct 27, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 441,566 150,459 0.08% 0.08% 100 0 0.0% Q2 2026 Aug 07, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 441,483 150,430 0.21% 0.21% 101 0 0.0% Q2 2026 Aug 14, 2026
Holocene Advisors, LP History No change 435,164 148,277 0.33% 0.33% 102 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 428,412 145,977 0.25% 0.25% 103 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 425,907 145,123 0.18% 0.18% 104 0 0.0% Q2 2026 Aug 14, 2026
Evercore Wealth Management, LLC History No change 416,081 141,775 2.01% 2.01% 105 0 0.0% Q2 2026 Aug 14, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 433,925 141,134 2.37% 2.45% 106 -26,847 -5.83% Q3 2026 Oct 01, 2026
FRANKLIN RESOURCES INC History No change 407,803 138,954 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 13, 2026
PFA Pension, Forsikringsaktieselskab History No change 405,315 138,106 0.35% 0.35% 108 0 0.0% Q2 2026 Aug 12, 2026
Cannell & Spears LLC History No change 404,394 137,793 2.45% 2.45% 109 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 402,044 136,992 0.67% 0.67% 110 0 0.0% Q2 2026 Aug 13, 2026
Vest Financial, LLC History Added to 419,843 136,553 1.43% 1.45% 111 +15,394 3.81% Q3 2026 Oct 21, 2026
STOREBRAND ASSET MANAGEMENT AS History No change 399,565 136,147 0.34% 0.34% 112 0 0.0% Q2 2026 Aug 12, 2026
GLENMEDE TRUST CO NA History No change 396,370 135,059 0.6% 0.6% 113 0 0.0% Q2 2026 Aug 10, 2026
Allianz Asset Management GmbH History No change 389,729 132,796 0.11% 0.11% 114 0 0.0% Q2 2026 Sep 02, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 385,851 131,474 0.19% 0.19% 115 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 402,639 131,232 0.04% 0.04% 116 0 0.0% Q2 2026 Aug 14, 2026
VIKING GLOBAL INVESTORS LP History No change 377,312 128,565 0.37% 0.37% 117 0 0.0% Q2 2026 Aug 14, 2026
Evelyn Partners Group Ltd History No change 366,014 124,715 0.27% 0.27% 118 0 0.0% Q2 2026 Aug 07, 2026
WELCH & FORBES LLC History Reduced 382,010 124,249 1.49% 1.59% 119 -2,793 -0.73% Q3 2026 Nov 04, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History No change 359,960 122,652 0.37% 0.37% 120 0 0.0% Q2 2026 Aug 12, 2026
TODD ASSET MANAGEMENT LLC History Reduced 369,820 120,287 2.18% 2.24% 121 -766 -0.21% Q3 2026 Oct 27, 2026
CANADA LIFE ASSURANCE Co History No change 348,994 118,725 0.19% 0.19% 122 0 0.0% Q2 2026 Aug 13, 2026
Korea Investment CORP History No change 348,137 118,624 0.23% 0.23% 123 0 0.0% Q2 2026 Aug 11, 2026
LORD, ABBETT & CO. LLC History No change 345,278 117,650 0.34% 0.34% 124 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 342,801 116,804 0.1% 0.1% 125 0 0.0% Q2 2026 Aug 14, 2026
Robeco Institutional Asset Management B.V. History Added to 351,692 114,387 0.14% 0.13% 126 +37,816 12.05% Q3 2026 Oct 20, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 336,303 114,338 0.17% 0.17% 127 0 0.0% Q2 2026 Aug 06, 2026
Quantinno Capital Management LP History No change 328,398 111,898 0.13% 0.13% 128 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History Reduced 332,412 108,117 0.58% 0.64% 129 -6,252 -1.85% Q3 2026 Oct 27, 2026
Janney Montgomery Scott LLC History No change 316,735 107,924 0.21% 0.21% 130 0 0.0% Q2 2026 Aug 05, 2026
SEB Asset Management AB History Added to 328,188 106,743 0.4% 0.41% 131 +6,129 1.9% Q3 2026 Nov 04, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 310,551 105,817 0.15% 0.15% 132 0 0.0% Q2 2026 Aug 13, 2026
CapitalatWork S.A. History No change 309,930 105,606 2.65% 2.65% 133 0 0.0% Q2 2026 Jul 29, 2026
AVIVA PLC History No change 309,915 105,600 0.16% 0.16% 134 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 299,597 102,084 0.69% 0.69% 135 0 0.0% Q2 2026 Aug 12, 2026
KBC Group NV History Added to 306,186 99,587 0.21% 0.07% 136 +208,935 214.84% Q3 2026 Oct 22, 2026
APG Asset Management N.V. History No change 329,176 98,104 0.24% 0.24% 137 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 286,497 97,620 0.16% 0.16% 138 0 0.0% Q2 2026 Aug 10, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 282,492 96,256 0.18% 0.18% 139 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 279,342 95,210 0.15% 0.15% 140 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 276,259 94,132 0.35% 0.35% 141 0 0.0% Q2 2026 Jul 23, 2026
1832 Asset Management L.P. History No change 267,989 91,314 0.05% 0.05% 142 0 0.0% Q2 2026 Aug 13, 2026
Mariner, LLC History No change 259,025 88,261 0.09% 0.09% 143 0 0.0% Q2 2026 Aug 13, 2026
Boston Trust Walden Corp History Reduced 263,928 85,842 0.69% 0.77% 144 -34,463 -11.55% Q3 2026 Oct 30, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 251,413 85,666 0.18% 0.18% 145 0 0.0% Q2 2026 Aug 13, 2026
CACTI ASSET MANAGEMENT LLC History Reduced 255,039 84,693 4.47% 4.36% 146 -99 -0.04% Q3 2026 Oct 01, 2026
HighTower Advisors, LLC History No change 246,875 84,120 0.08% 0.08% 147 0 0.0% Q2 2026 Aug 05, 2026
DAVIS R M INC History No change 242,087 82,723 1.3% 1.3% 148 0 0.0% Q2 2026 Aug 14, 2026
SCHARF INVESTMENTS, LLC History No change 240,324 81,891 2.7% 2.7% 149 0 0.0% Q2 2026 Jul 10, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 236,733 80,664 0.18% 0.18% 150 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Investment Partners, LLC History No change 231,026 78,719 2.63% 2.63% 151 0 0.0% Q2 2026 Aug 07, 2026
TCTC Holdings, LLC History Reduced 240,612 78,259 1.84% 2.15% 152 -2 -0.0% Q3 2026 Nov 02, 2026
AGF MANAGEMENT LTD History Reduced 240,255 78,142 0.32% 0.34% 153 -18,878 -7.29% Q3 2026 Nov 03, 2026
Creative Planning History Added to 237,321 77,162 0.04% 0.04% 154 +21,994 10.21% Q3 2026 Nov 02, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 225,744 77,107 0.96% 0.96% 155 0 0.0% Q2 2026 Jul 24, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 222,421 76,013 3.66% 3.66% 156 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 231,335 75,242 0.14% 0.16% 157 -24,355 -9.53% Q3 2026 Oct 22, 2026
KLP KAPITALFORVALTNING AS History No change 215,042 73,492 0.24% 0.24% 158 0 0.0% Q2 2026 Aug 12, 2026
COOKE & BIELER LP History Reduced 222,836 72,477 1.14% 1.36% 159 -121,052 -35.2% Q3 2026 Oct 21, 2026
Oldfield Partners LLP History Added to 221,200 71,945 16.8% 18.16% 160 +100 0.05% Q3 2026 Nov 02, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 205,672 70,080 1.32% 1.32% 161 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 202,781 69,095 0.1% 0.1% 162 0 0.0% Q2 2026 Aug 12, 2026
Retirement Systems of Alabama History Reduced 212,116 68,990 0.2% 0.22% 163 -2,153 -1.0% Q3 2026 Nov 04, 2026
NORDEA INVESTMENT MANAGEMENT AB History No change 200,656 68,972 0.06% 0.06% 164 0 0.0% Q2 2026 Aug 05, 2026
TRUIST FINANCIAL CORP History Added to 211,714 68,860 0.08% 0.07% 165 +40,481 23.64% Q3 2026 Oct 30, 2026
CIBC Bancorp USA Inc. History No change 201,992 68,812 0.08% 0.08% 166 0 0.0% Q2 2026 Aug 13, 2026
Calamos Advisors LLC History Added to 211,460 68,777 0.21% 0.18% 167 +51,810 32.45% Q3 2026 Nov 02, 2026
Swedbank AB History Reduced 210,593 68,499 0.06% 0.06% 168 -2,020 -0.95% Q3 2026 Oct 27, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 200,378 68,481 9.9% 9.9% 169 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 200,613 68,340 0.28% 0.28% 170 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 197,868 67,421 0.31% 0.31% 171 0 0.0% Q2 2026 Aug 11, 2026
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND History Reduced 207,177 67,384 0.35% 0.37% 172 -18,669 -8.27% Q3 2026 Oct 15, 2026
ZWJ INVESTMENT COUNSEL INC History Added to 205,424 66,814 2.07% 2.2% 173 +5,670 2.84% Q3 2026 Oct 14, 2026
HOMESTEAD ADVISERS CORP History No change 191,459 65,237 1.62% 1.62% 174 0 0.0% Q2 2026 Aug 13, 2026
FIRST MANHATTAN CO. LLC. History No change 190,921 65,054 0.17% 0.17% 175 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 186,758 63,635 0.13% 0.13% 176 0 0.0% Q2 2026 Aug 14, 2026
Midwest Trust Co History Reduced 194,473 63,252 0.7% 0.76% 177 -1,146 -0.59% Q3 2026 Oct 22, 2026
MACKENZIE FINANCIAL CORP History Reduced 190,477 61,952 0.07% 0.09% 178 -71,559 -27.31% Q3 2026 Nov 02, 2026
Cetera Investment Advisers History No change 178,914 60,963 0.06% 0.06% 179 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 178,369 60,777 0.15% 0.15% 180 0 0.0% Q2 2026 Aug 13, 2026
Chevy Chase Trust Holdings, LLC History No change 177,416 60,452 0.16% 0.16% 181 0 0.0% Q2 2026 Aug 14, 2026
LGT Group Foundation History No change 177,054 60,329 0.68% 0.68% 182 0 0.0% Q2 2026 Aug 10, 2026
Carnegie Investment Counsel History Reduced 190,404 60,247 1.2% 1.28% 183 -2,033 -1.06% Q3 2026 Oct 20, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 176,107 60,006 0.16% 0.16% 184 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Reduced 183,082 59,547 0.22% 0.24% 185 -6,521 -3.44% Q3 2026 Oct 30, 2026
UNIO CAPITAL LLC History No change 169,021 57,592 10.94% 10.94% 186 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 167,348 57,022 0.09% 0.09% 187 0 0.0% Q2 2026 Aug 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 166,288 56,660 0.07% 0.07% 188 0 0.0% Q2 2026 Aug 19, 2026
Asset Management One Co., Ltd. History Added to 171,651 55,829 0.14% 0.14% 189 +10,341 6.41% Q3 2026 Oct 27, 2026
TD ASSET MANAGEMENT INC History No change 162,677 55,430 0.05% 0.05% 190 0 0.0% Q2 2026 Aug 04, 2026
MAI Capital Management History No change 162,529 55,388 0.21% 0.21% 191 0 0.0% Q2 2026 Aug 14, 2026
SMITH CHAS P & ASSOCIATES PA CPAS History Reduced 150,889 54,288 2.67% 2.62% 192 -1,086 -0.71% Q3 2026 Oct 21, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 155,922 53,128 0.35% 0.35% 193 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History Added to 157,464 52,167 0.08% 0.08% 194 +4,417 2.89% Q3 2026 Nov 04, 2026
Treasurer of the State of North Carolina History No change 149,889 51,073 0.13% 0.13% 195 0 0.0% Q2 2026 Aug 14, 2026
Pictet Asset Management Holding SA History Reduced 155,947 50,721 0.05% 0.05% 196 -2,873 -1.81% Q3 2026 Nov 03, 2026
Eurizon Capital SGR S.p.A. History No change 148,413 50,694 0.14% 0.14% 197 0 0.0% Q2 2026 Jul 29, 2026
BNP Paribas Asset Management Holding S.A. History No change 147,319 50,197 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 143,133 48,828 0.05% 0.05% 199 0 0.0% Q2 2026 Aug 12, 2026
Qube Research & Technologies Ltd History No change 142,568 48,578 0.05% 0.05% 200 0 0.0% Q2 2026 Aug 14, 2026
Tredje AP-fonden History No change 142,158 48,438 0.22% 0.22% 201 0 0.0% Q2 2026 Aug 10, 2026
Freestone Grove Partners LP History No change 141,457 48,200 0.31% 0.31% 202 0 0.0% Q2 2026 Aug 14, 2026
Willis Investment Counsel History Reduced 146,436 47,628 2.42% 2.65% 203 -16,439 -10.09% Q3 2026 Oct 20, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 139,404 47,500 0.12% 0.12% 204 0 0.0% Q2 2026 Aug 13, 2026
GRANDFIELD & DODD, LLC History Reduced 143,353 46,625 2.49% 2.56% 205 -167 -0.12% Q3 2026 Oct 28, 2026
Alyeska Investment Group, L.P. History No change 135,906 46,308 0.12% 0.12% 206 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 135,533 46,181 0.14% 0.14% 207 0 0.0% Q2 2026 Aug 17, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 133,255 45,745 0.08% 0.08% 208 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 133,457 45,474 0.14% 0.14% 209 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Reduced 136,870 45,383 0.12% 0.13% 210 -5,912 -4.14% Q3 2026 Oct 16, 2026
Handelsbanken Fonder AB History No change 132,315 45,085 0.13% 0.13% 211 0 0.0% Q2 2026 Jul 10, 2026
Gotham Asset Management, LLC History No change 131,581 44,834 0.1% 0.1% 212 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 130,723 44,542 0.08% 0.08% 213 0 0.0% Q2 2026 Aug 12, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 129,006 43,957 1.72% 1.72% 214 0 0.0% Q2 2026 Aug 05, 2026
CIBC Asset Management Inc History No change 128,118 43,654 0.1% 0.1% 215 0 0.0% Q2 2026 Aug 03, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Added to 133,942 43,564 2.23% 2.34% 216 +2,601 1.98% Q3 2026 Oct 19, 2026
COUNTRY TRUST BANK History Reduced 130,597 42,476 0.73% 0.82% 217 -7,299 -5.29% Q3 2026 Oct 30, 2026
ASR Vermogensbeheer N.V. History Reduced 128,821 41,898 0.42% 0.52% 218 -18,004 -12.26% Q3 2026 Oct 16, 2026
Steward Partners Investment Advisory, LLC History No change 121,587 41,429 0.21% 0.21% 219 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 121,789 39,611 0.07% 0.05% 220 +28,484 30.53% Q3 2026 Oct 28, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 120,650 39,241 0.41% 0.42% 221 +2,065 1.74% Q3 2026 Oct 27, 2026
State of New Jersey Common Pension Fund D History No change 113,887 38,805 0.13% 0.13% 222 0 0.0% Q2 2026 Aug 04, 2026
SIT INVESTMENT ASSOCIATES INC History No change 111,885 38,124 0.72% 0.72% 223 0 0.0% Q2 2026 Aug 12, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 116,196 37,793 1.64% 1.64% 224 +810 0.7% Q3 2026 Oct 26, 2026
NATIONAL BANK OF CANADA /FI/ History No change 109,104 37,250 0.03% 0.03% 225 0 0.0% Q2 2026 Aug 10, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 109,064 37,162 0.49% 0.49% 226 0 0.0% Q2 2026 Aug 10, 2026
Aristotle Atlantic Partners, LLC History No change 108,588 37,000 1.53% 1.53% 227 0 0.0% Q2 2026 Aug 14, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 108,024 36,808 0.16% 0.16% 228 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 107,590 36,660 0.16% 0.16% 229 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Added to 111,356 36,218 0.74% 0.27% 230 +63,838 134.34% Q3 2026 Oct 22, 2026
Philip James Wealth Mangement, LLC History Added to 110,708 36,007 3.98% 4.0% 231 +6,400 6.14% Q3 2026 Oct 27, 2026
Rafferty Asset Management, LLC History No change 105,075 35,803 0.08% 0.08% 232 0 0.0% Q2 2026 Aug 14, 2026
Talaria Asset Management Pty Ltd History No change 103,800 35,368 7.57% 7.57% 233 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 103,032 35,160 0.1% 0.1% 234 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 103,132 35,141 1.26% 1.26% 235 0 0.0% Q2 2026 Jul 21, 2026
OSAIC HOLDINGS, INC. History No change 103,041 35,139 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 14, 2026
WestEnd Advisors, LLC History Reduced 106,969 34,792 0.77% 0.84% 237 -3,962 -3.57% Q3 2026 Oct 27, 2026
KLINGENSTEIN FIELDS & CO LP History No change 102,035 34,767 1.22% 1.22% 238 0 0.0% Q2 2026 Aug 05, 2026
Callahan Advisors, LLC History No change 100,999 34,414 2.6% 2.6% 239 0 0.0% Q2 2026 Aug 03, 2026
Swiss Life Asset Management Ltd History Added to 105,044 34,165 0.15% 0.08% 240 +45,127 75.32% Q3 2026 Nov 03, 2026
Resona Asset Management Co.,Ltd. History No change 99,718 33,977 0.16% 0.16% 241 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 99,590 33,934 0.1% 0.1% 242 0 0.0% Q2 2026 Aug 12, 2026
Chesley Taft & Associates LLC History Added to 104,214 33,895 1.32% 1.38% 243 +539 0.52% Q3 2026 Oct 13, 2026
CAMBIAR INVESTORS LLC History Reduced 103,402 33,631 1.35% 1.56% 244 -1,761 -1.67% Q3 2026 Nov 04, 2026
Advisors Capital Management, LLC History No change 97,472 33,212 0.35% 0.35% 245 0 0.0% Q2 2026 Aug 11, 2026
Mn Services Vermogensbeheer B.V. History No change 102,053 33,193 0.25% 0.26% 246 0 0.0% Q3 2026 Oct 08, 2026
Czech National Bank History Reduced 100,873 32,808 0.17% 0.19% 247 -1,799 -1.75% Q3 2026 Oct 13, 2026
Capital International, Inc./CA/ History No change 96,212 32,783 0.23% 0.23% 248 0 0.0% Q2 2026 Aug 12, 2026
Arizona State Retirement System History Added to 97,127 31,590 0.16% 0.17% 249 +109 0.11% Q3 2026 Nov 03, 2026
ASSETMARK, INC History Added to 96,437 31,366 0.05% 0.05% 250 +8,317 9.44% Q3 2026 Oct 21, 2026
Clearbridge Investments, LLC History No change 91,770 31,269 0.03% 0.03% 251 0 0.0% Q2 2026 Aug 13, 2026
RWA WEALTH PARTNERS, LLC History No change 91,136 31,053 0.3% 0.3% 252 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 90,743 30,919 0.05% 0.05% 253 0 0.0% Q2 2026 Aug 13, 2026
Vontobel Holding Ltd. History Reduced 93,164 30,301 0.11% 0.1% 254 -3,488 -3.61% Q3 2026 Oct 16, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 88,733 30,234 0.14% 0.14% 255 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 92,373 30,138 1.05% 1.16% 256 -1,718 -1.83% Q3 2026 Oct 22, 2026
Beacon Pointe Advisors, LLC History No change 87,379 29,772 0.14% 0.14% 257 0 0.0% Q2 2026 Aug 18, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 91,387 29,723 0.13% 0.14% 258 -4,200 -4.39% Q3 2026 Oct 27, 2026
LSV ASSET MANAGEMENT History No change 87,107 29,681 0.05% 0.05% 259 0 0.0% Q2 2026 Aug 06, 2026
M&T BANK CORP History No change 86,225 29,380 0.09% 0.09% 260 0 0.0% Q2 2026 Aug 04, 2026
Wealthfront Advisers LLC History No change 85,452 29,116 0.06% 0.06% 261 0 0.0% Q2 2026 Aug 07, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 89,163 29,000 0.76% 0.82% 262 -3,444 -3.72% Q3 2026 Oct 05, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 84,064 28,644 0.33% 0.33% 263 0 0.0% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 83,369 28,492 0.77% 0.77% 264 0 0.0% Q2 2026 Jul 31, 2026
Parallax Volatility Advisers, L.P. History No change 83,003 28,282 0.05% 0.05% 265 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 82,800 28,213 0.13% 0.13% 266 0 0.0% Q2 2026 Aug 13, 2026
PhiloSmith Capital Corp History No change 86,600 28,166 7.79% 8.01% 267 0 0.0% Q3 2026 Oct 23, 2026
MetLife Investment Management, LLC History No change 82,380 28,070 0.13% 0.13% 268 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 82,283 28,037 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 80,260 27,347 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 12, 2026
Groupe la Francaise History No change 79,780 27,192 0.33% 0.33% 271 0 0.0% Q2 2026 Aug 25, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 79,370 27,044 0.38% 0.38% 272 0 0.0% Q2 2026 Aug 14, 2026
GREAT LAKES ADVISORS, LLC History No change 79,277 27,012 0.21% 0.21% 273 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 78,586 26,777 0.18% 0.18% 274 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 78,527 26,757 0.04% 0.04% 275 0 0.0% Q2 2026 Aug 14, 2026
IFM Investors Pty Ltd History Added to 81,568 26,529 0.17% 0.18% 276 +481 0.59% Q3 2026 Oct 13, 2026
Andra AP-fonden History No change 77,803 26,510 0.3% 0.3% 277 0 0.0% Q2 2026 Sep 22, 2026
Lido Advisors, LLC History Added to 81,122 26,385 0.07% 0.07% 278 +2,996 3.83% Q3 2026 Nov 04, 2026
XXEC, Inc. History No change 80,652 26,210 3.4% 3.4% 279 0 0.0% Q2 2026 Aug 17, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 80,200 26,085 0.23% 0.26% 280 -500 -0.62% Q3 2026 Oct 29, 2026
PRUDENTIAL PLC History No change 74,085 25,243 0.14% 0.14% 281 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 77,565 25,228 0.11% 0.13% 282 -2,106 -2.64% Q3 2026 Nov 03, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 75,834 24,739 0.43% 0.46% 283 -249 -0.33% Q3 2026 Oct 22, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 72,581 24,731 2.47% 2.47% 284 0 0.0% Q2 2026 Aug 13, 2026
BROWN ADVISORY INC History No change 71,549 24,379 0.04% 0.04% 285 0 0.0% Q2 2026 Aug 14, 2026
Amplius Wealth Advisors, LLC History Added to 73,812 24,007 1.65% 1.83% 286 +400 0.54% Q3 2026 Oct 20, 2026
OAK ASSOCIATES LTD /OH/ History No change 70,336 23,966 1.34% 1.34% 287 0 0.0% Q2 2026 Aug 14, 2026
Van Hulzen Asset Management, LLC History No change 70,297 23,952 1.7% 1.7% 288 0 0.0% Q2 2026 Aug 13, 2026
WILKINS INVESTMENT COUNSEL INC History Reduced 73,622 23,945 3.13% 3.42% 289 -817 -1.1% Q3 2026 Nov 03, 2026
INGALLS & SNYDER LLC History No change 70,231 23,931 0.65% 0.65% 290 0 0.0% Q2 2026 Aug 14, 2026
Arbejdsmarkedets Tillaegspension History Reduced 73,480 23,899 0.61% 0.65% 291 -14,680 -16.65% Q3 2026 Oct 30, 2026
Concurrent Investment Advisors, LLC History Added to 73,077 23,768 0.16% 0.21% 292 +506 0.7% Q3 2026 Oct 16, 2026
Allworth Financial LP History No change 69,329 23,623 0.1% 0.1% 293 0 0.0% Q2 2026 Aug 11, 2026
Varma Mutual Pension Insurance Co History No change 68,921 23,484 0.12% 0.12% 294 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History Reduced 72,065 23,439 0.04% 0.06% 295 -11,316 -13.57% Q3 2026 Oct 29, 2026
Daiichi Life Insurance Co., Ltd. History No change 68,130 23,214 0.54% 0.54% 296 0 0.0% Q2 2026 Aug 12, 2026
Squarepoint Ops LLC History No change 68,093 23,202 0.03% 0.03% 297 0 0.0% Q2 2026 Aug 14, 2026
WEDGEWOOD PARTNERS INC History No change 68,039 23,183 4.79% 4.79% 298 0 0.0% Q2 2026 Aug 14, 2026
Talbot Financial, LLC History Added to 71,026 23,101 1.66% 1.77% 299 +591 0.84% Q3 2026 Oct 19, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 67,651 23,051 0.65% 0.65% 300 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Personalized Indexing Management, LLC History No change 67,373 22,956 0.19% 0.19% 301 0 0.0% Q2 2026 Aug 11, 2026
Bridgewater Associates, LP History No change 67,050 22,846 0.09% 0.09% 302 0 0.0% Q2 2026 Aug 14, 2026
Ilmarinen Mutual Pension Insurance Co History No change 66,628 22,703 0.15% 0.15% 303 0 0.0% Q2 2026 Aug 13, 2026
Calamos Wealth Management LLC History Added to 69,262 22,527 0.64% 0.58% 304 +12,770 22.6% Q3 2026 Nov 02, 2026
Vinva Investment Management Ltd History No change 65,109 22,351 0.15% 0.15% 305 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History Reduced 68,455 22,264 0.22% 0.24% 306 -3,535 -4.91% Q3 2026 Oct 28, 2026
Cambridge Investment Research Advisors, Inc. History Added to 68,107 22,152 0.05% 0.05% 307 +1,992 3.01% Q3 2026 Nov 02, 2026
XPONANCE LLC History Added to 67,742 22,033 0.13% 0.14% 308 +2,545 3.9% Q3 2026 Nov 03, 2026
Zurich Insurance Group Ltd/FI History No change 63,611 21,674 0.15% 0.15% 309 0 0.0% Q2 2026 Aug 14, 2026
NEOS Investment Management LLC History Added to 66,569 21,651 0.07% 0.07% 310 +6,898 11.56% Q3 2026 Nov 04, 2026
GUGGENHEIM CAPITAL LLC History No change 62,835 21,410 0.13% 0.13% 311 0 0.0% Q2 2026 Aug 12, 2026
CONNORS INVESTOR SERVICES INC History No change 62,380 21,255 1.84% 1.84% 312 0 0.0% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History No change 62,082 21,153 0.16% 0.16% 313 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 64,348 20,929 0.03% 0.03% 314 -1,858 -2.81% Q3 2026 Nov 02, 2026
Rakuten Investment Management, Inc. History New 62,885 20,882 0.05% — 315 +62,885 New Q3 2026 Oct 30, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 64,125 20,856 0.24% 0.26% 316 -3,386 -5.02% Q3 2026 Oct 22, 2026
DDD Partners, LLC History Added to 63,344 20,602 1.18% 1.34% 317 +135 0.21% Q3 2026 Nov 02, 2026
Illinois Municipal Retirement Fund History No change 60,220 20,519 0.23% 0.23% 318 0 0.0% Q2 2026 Aug 12, 2026
Asset Advisors Investment Management, LLC History Added to 62,837 20,437 1.79% 1.96% 319 +163 0.26% Q3 2026 Oct 19, 2026
NorthCrest Asset Manangement, LLC History Added to 59,394 20,418 0.48% 0.48% 321 +5,661 10.54% Q3 2026 Oct 09, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History Added to 62,582 20,418 1.16% 1.23% 320 +442 0.71% Q3 2026 Oct 23, 2026
USS Investment Management Ltd History No change 59,850 20,392 0.07% 0.07% 322 0 0.0% Q2 2026 Aug 11, 2026
Nemes Rush Group LLC History Added to 62,526 20,336 1.66% 1.75% 323 +327 0.53% Q3 2026 Nov 04, 2026
SouthState Bank Corp History No change 59,638 20,321 0.85% 0.85% 324 0 0.0% Q2 2026 Aug 06, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 61,969 20,155 0.12% 0.09% 325 +19,240 45.03% Q3 2026 Oct 28, 2026
ABNER HERRMAN & BROCK LLC History Reduced 61,842 20,114 1.93% 2.05% 326 -1,462 -2.31% Q3 2026 Oct 20, 2026
PITTENGER & ANDERSON INC History Added to 61,753 20,085 0.72% 0.75% 327 +454 0.74% Q3 2026 Nov 02, 2026
Cresset Asset Management, LLC History No change 58,370 19,906 0.07% 0.07% 328 0 0.0% Q2 2026 Aug 14, 2026
Mediolanum International Funds Ltd History No change 57,951 19,893 0.17% 0.17% 329 0 0.0% Q2 2026 Jul 23, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Added to 60,733 19,753 1.26% 1.34% 330 +508 0.84% Q3 2026 Oct 19, 2026
MGO ONE SEVEN LLC History Reduced 60,006 19,516 0.32% 0.35% 331 -1,727 -2.8% Q3 2026 Oct 28, 2026
Florida Trust Wealth Management Co History No change 56,813 19,358 0.48% 0.48% 332 0 0.0% Q2 2026 Jul 27, 2026
Positano Wealth Management Ltd History No change 56,689 19,316 10.45% 10.45% 333 0 0.0% Q2 2026 Jul 20, 2026
AMALGAMATED BANK History Reduced 59,255 19,273 0.13% 0.15% 334 -2,965 -4.77% Q3 2026 Oct 23, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 56,252 19,167 0.45% 0.45% 335 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History Reduced 58,500 19,027 0.39% 0.41% 336 -236 -0.4% Q3 2026 Oct 13, 2026
REGIONS FINANCIAL CORP History No change 55,666 18,967 0.11% 0.11% 337 0 0.0% Q2 2026 Aug 10, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 57,681 18,819 0.05% 0.06% 338 -2,551 -4.24% Q3 2026 Oct 20, 2026
GoodHaven Capital Management, LLC History No change 54,338 18,515 5.83% 5.83% 339 0 0.0% Q2 2026 Aug 10, 2026
Gillson Capital LP History No change 54,339 18,515 1.09% 1.09% 340 0 0.0% Q2 2026 Aug 14, 2026
Employees Retirement System of Texas History No change 54,013 18,404 0.15% 0.15% 341 0 0.0% Q2 2026 Aug 14, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History Added to 56,349 18,327 2.29% 2.34% 342 +773 1.39% Q3 2026 Oct 21, 2026
Utah Retirement Systems History No change 53,425 18,204 0.17% 0.17% 343 0 0.0% Q2 2026 Aug 14, 2026
Capital International Sarl History No change 52,989 18,055 0.26% 0.26% 344 0 0.0% Q2 2026 Aug 12, 2026
Crossmark Global Holdings, Inc. History Reduced 55,462 18,038 0.23% 0.26% 345 -3,029 -5.18% Q3 2026 Oct 21, 2026
Police & Firemen's Retirement System of New Jersey History No change 52,836 18,003 0.14% 0.14% 346 0 0.0% Q2 2026 Jul 23, 2026
Ethic Inc. History Reduced 55,281 17,980 0.21% 0.24% 347 -1,492 -2.63% Q3 2026 Nov 03, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 52,446 17,870 0.11% 0.11% 348 0 0.0% Q2 2026 Aug 13, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 52,400 17,854 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 17, 2026
ABN AMRO INVESTMENT SOLUTIONS History Added to 54,829 17,833 0.14% 0.14% 350 +5,785 11.8% Q3 2026 Oct 21, 2026
CCM INVESTMENT ADVISERS LLC History No change 52,301 17,821 1.38% 1.38% 351 0 0.0% Q2 2026 Aug 12, 2026
ExodusPoint Capital Management, LP History No change 52,171 17,776 0.11% 0.11% 352 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 54,619 17,764 0.12% 0.13% 353 +294 0.54% Q3 2026 Oct 20, 2026
Diversified Trust Co History No change 51,950 17,701 0.28% 0.28% 354 0 0.0% Q2 2026 Jul 17, 2026
FEDERATED HERMES, INC. History No change 51,863 17,671 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 12, 2026
Vise Technologies, Inc. History Added to 53,862 17,518 0.15% 0.17% 356 +10,818 25.13% Q3 2026 Oct 28, 2026
Merit Financial Group, LLC History No change 51,386 17,509 0.11% 0.11% 357 0 0.0% Q2 2026 Jul 20, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 51,318 17,486 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 14, 2026
TCV Trust & Wealth Management, Inc. History Reduced 52,966 17,227 1.33% 1.39% 359 -895 -1.66% Q3 2026 Oct 16, 2026
FourThought Financial Partners, LLC History No change 50,334 17,150 1.32% 1.32% 360 0 0.0% Q2 2026 Aug 12, 2026
BLAIR WILLIAM & CO/IL History No change 49,915 17,007 0.04% 0.04% 361 0 0.0% Q2 2026 Aug 11, 2026
Azimuth Capital Investment Management LLC History No change 49,752 16,952 0.57% 0.57% 362 0 0.0% Q2 2026 Aug 12, 2026
Elo Mutual Pension Insurance Co History No change 49,488 16,862 0.22% 0.22% 363 0 0.0% Q2 2026 Aug 13, 2026
Polaris Capital Management, LLC History Reduced 51,458 16,736 1.76% 1.77% 364 -3,580 -6.5% Q3 2026 Oct 21, 2026
SlateStone Wealth, LLC History No change 48,599 16,560 1.27% 1.27% 365 0 0.0% Q2 2026 Jul 20, 2026
Fogel Capital Management, Inc. History Added to 50,769 16,512 6.28% 6.9% 366 +405 0.8% Q3 2026 Nov 04, 2026
Boston Common Asset Management, LLC History Reduced 50,193 16,325 0.95% 1.04% 367 -1,092 -2.13% Q3 2026 Oct 13, 2026
Atria Investments, Inc History Added to 50,056 16,280 0.16% 0.16% 368 +3,028 6.44% Q3 2026 Oct 15, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 49,496 16,129 0.19% 0.19% 369 +3,324 7.2% Q3 2026 Oct 23, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 47,107 16,051 0.07% 0.07% 370 0 0.0% Q2 2026 Aug 14, 2026
River Road Asset Management, LLC History No change 46,785 15,941 0.18% 0.18% 371 0 0.0% Q2 2026 Jul 17, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 46,490 15,841 0.04% 0.04% 372 0 0.0% Q2 2026 Aug 13, 2026
WASHINGTON TRUST Co History Reduced 48,438 15,754 0.49% 0.52% 373 -417 -0.85% Q3 2026 Oct 22, 2026
MILLENNIUM MANAGEMENT LLC History No change 46,081 15,701 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 44,727 15,240 0.03% 0.03% 375 0 0.0% Q2 2026 Aug 07, 2026
GROUPAMA ASSET MANAGMENT History No change 44,357 15,212 0.19% 0.19% 376 0 0.0% Q2 2026 Aug 14, 2026
Parkwood LLC History No change 44,479 15,156 1.09% 1.09% 377 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 44,418 15,130 0.01% 0.01% 378 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History Added to 46,247 15,041 0.32% 0.01% 379 +45,375 5203.56% Q3 2026 Oct 28, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 44,057 15,012 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History Reduced 45,395 14,764 0.08% 0.09% 381 -492 -1.07% Q3 2026 Oct 23, 2026
Nepsis Inc. History Added to 45,371 14,757 4.65% 5.22% 382 +175 0.39% Q3 2026 Oct 13, 2026
CIBC WORLD MARKET INC. History No change 43,099 14,685 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 41,735 14,207 0.09% 0.09% 384 0 0.0% Q2 2026 Aug 10, 2026
MACQUARIE GROUP LTD History No change 41,614 14,179 0.06% 0.06% 385 0 0.0% Q2 2026 Aug 14, 2026
Estabrook Capital Management History No change 41,305 14,074 1.91% 1.91% 386 0 0.0% Q2 2026 Aug 13, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 43,105 14,019 0.15% 0.16% 387 -1,291 -2.91% Q3 2026 Oct 29, 2026
CAMDEN NATIONAL BANK History Reduced 43,085 14,013 1.86% 1.93% 388 -305 -0.7% Q3 2026 Nov 02, 2026
ZEVIN ASSET MANAGEMENT LLC History No change 41,089 14,000 1.96% 1.96% 389 0 0.0% Q2 2026 Aug 06, 2026
Horizon Investments, LLC History No change 40,866 13,924 0.15% 0.15% 390 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 40,555 13,818 0.04% 0.04% 391 0 0.0% Q2 2026 Aug 13, 2026
ALLSTATE CORP History No change 39,651 13,510 0.13% 0.13% 392 0 0.0% Q2 2026 Aug 13, 2026
Hamilton Capital Partners Inc. History No change 39,564 13,481 0.39% 0.39% 393 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 39,408 13,427 0.03% 0.03% 394 0 0.0% Q2 2026 Aug 14, 2026
Venture Visionary Partners LLC History Added to 41,028 13,344 0.35% 0.38% 395 +1,391 3.51% Q3 2026 Oct 07, 2026
MCRAE CAPITAL MANAGEMENT INC History Reduced 40,790 13,267 2.46% 2.75% 396 -159 -0.39% Q3 2026 Oct 15, 2026
CAPITAL INTERNATIONAL LTD /CA/ History No change 38,836 13,232 0.43% 0.43% 397 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Wealth, LLC History No change 38,391 13,081 2.39% 2.39% 398 0 0.0% Q2 2026 Aug 06, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 38,128 12,991 0.11% 0.11% 399 0 0.0% Q2 2026 Sep 23, 2026
LGT Fund Management Co Ltd. History No change 38,087 12,977 0.54% 0.54% 400 0 0.0% Q2 2026 Aug 10, 2026
Point72 Asset Management, L.P. History No change 38,056 12,967 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 14, 2026
FIRST MERCHANTS CORP History Reduced 39,518 12,853 0.42% 0.49% 402 -1,466 -3.58% Q3 2026 Oct 15, 2026
River Wealth Advisors LLC History No change 37,691 12,842 1.34% 1.34% 403 0 0.0% Q2 2026 Aug 04, 2026
Kestra Advisory Services, LLC History Added to 39,361 12,802 0.04% 0.04% 404 +891 2.32% Q3 2026 Nov 02, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 37,554 12,799 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 14, 2026
LS Investment Advisors, LLC History Reduced 38,812 12,623 1.69% 1.93% 406 -3,018 -7.21% Q3 2026 Oct 13, 2026
Hunter Perkins Capital Management, LLC History No change 36,097 12,337 2.77% 2.77% 407 0 0.0% Q2 2026 Jul 16, 2026
HAMEL ASSOCIATES, INC. History No change 35,931 12,241 3.38% 3.38% 408 0 0.0% Q2 2026 Jul 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 35,696 12,162 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 12, 2026
WOODMONT INVESTMENT COUNSEL LLC History Added to 36,842 11,982 0.64% 0.67% 410 +582 1.61% Q3 2026 Oct 29, 2026
World Investment Advisors History No change 36,375 11,884 0.2% 0.2% 411 0 0.0% Q2 2026 Aug 13, 2026
Financial Strategies Group, Inc. History No change 33,347 11,831 1.89% 1.89% 412 0 0.0% Q2 2026 Aug 10, 2026
BENJAMIN EDWARDS INC History No change 34,686 11,820 0.11% 0.11% 413 0 0.0% Q2 2026 Jul 24, 2026
Avanza Fonder AB History Added to 36,032 11,719 0.22% 0.23% 414 +4,784 15.31% Q3 2026 Oct 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 35,922 11,683 0.12% 0.12% 415 -1,166 -3.14% Q3 2026 Oct 23, 2026
CX Institutional History Added to 35,220 11,455 0.31% 0.34% 416 +1,120 3.28% Q3 2026 Oct 02, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Reduced 35,146 11,431 0.04% 0.04% 417 -74 -0.21% Q3 2026 Nov 04, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 33,509 11,417 0.1% 0.1% 418 0 0.0% Q2 2026 Aug 10, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 33,387 11,376 2.07% 2.07% 419 0 0.0% Q2 2026 Jul 23, 2026
MATTERN CAPITAL MANAGEMENT, LLC History Reduced 34,762 11,306 1.32% 1.43% 420 -1,203 -3.34% Q3 2026 Nov 02, 2026
Vident Advisory, LLC History No change 33,121 11,285 0.08% 0.08% 421 0 0.0% Q2 2026 Aug 12, 2026
Alphadyne Asset Management LP History No change 32,800 11,176 0.11% 0.11% 422 0 0.0% Q2 2026 Aug 14, 2026
ALLIANZ SE History No change 32,720 11,149 0.12% 0.12% 423 0 0.0% Q2 2026 Aug 10, 2026
Regency Capital Management Inc.\DE History No change 32,662 11,129 4.43% 4.43% 424 0 0.0% Q2 2026 Aug 12, 2026
Hi-Line Capital Management, LLC History No change 32,537 11,119 3.13% 3.13% 425 0 0.0% Q2 2026 Jul 24, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 33,994 11,056 0.12% 0.13% 426 +156 0.46% Q3 2026 Oct 30, 2026
WEYBOSSET RESEARCH & MANAGEMENT LLC History Added to 33,792 10,990 3.16% 3.02% 427 +17 0.05% Q3 2026 Oct 16, 2026
INSPIRE TRUST CO, N.A. History No change 32,100 10,937 1.5% 1.5% 428 0 0.0% Q2 2026 Aug 05, 2026
TritonPoint Partners, LLC History No change 31,906 10,903 0.9% 0.9% 429 0 0.0% Q2 2026 Aug 13, 2026
State of Alaska, Department of Revenue History Reduced 33,260 10,817 0.11% 0.12% 430 -2,083 -5.89% Q3 2026 Oct 15, 2026
Vestcor Inc History No change 31,666 10,790 0.27% 0.27% 431 0 0.0% Q2 2026 Aug 11, 2026
Greenline Partners, LLC History No change 31,667 10,790 1.1% 1.1% 432 0 0.0% Q2 2026 Aug 14, 2026
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE History Reduced 33,052 10,750 2.99% 3.22% 433 -1,010 -2.97% Q3 2026 Oct 22, 2026
Tufton Capital Management History Reduced 32,740 10,648 1.83% 1.89% 434 -271 -0.82% Q3 2026 Oct 20, 2026
Cyndeo Wealth Partners, LLC History Reduced 32,165 10,461 0.47% 0.59% 435 -4,757 -12.88% Q3 2026 Oct 16, 2026
Sone Capital Management, LLC History No change 30,674 10,451 0.8% 0.8% 436 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History Added to 28,694 10,450 0.14% 0.13% 437 +2,321 8.8% Q3 2026 Nov 04, 2026
OLD NATIONAL BANCORP /IN/ History Added to 31,978 10,400 0.21% 0.21% 438 +376 1.19% Q3 2026 Oct 20, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Added to 31,853 10,360 0.39% 0.4% 439 +97 0.31% Q3 2026 Oct 13, 2026
Philadelphia Financial Management of San Francisco, LLC History No change 30,300 10,324 2.08% 2.08% 440 0 0.0% Q2 2026 Aug 14, 2026
Glenview Trust Co History Reduced 31,648 10,293 0.14% 0.15% 441 -1,066 -3.26% Q3 2026 Oct 28, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 30,502 10,125 0.03% 0.03% 442 -626 -2.01% Q3 2026 Oct 29, 2026
PRUDENTIAL FINANCIAL INC History No change 29,657 10,105 0.01% 0.01% 443 0 0.0% Q2 2026 Aug 12, 2026
BENDER ROBERT & ASSOCIATES History Reduced 30,930 10,059 1.92% 2.2% 444 -115 -0.37% Q3 2026 Oct 21, 2026
Lighthouse Investment Partners, LLC History No change 29,427 10,026 0.27% 0.27% 445 0 0.0% Q2 2026 Aug 14, 2026
Generali Asset Management SPA SGR History Added to 30,466 9,909 0.17% 0.18% 446 +1,149 3.92% Q3 2026 Oct 26, 2026
Summit Financial, LLC History No change 28,845 9,851 0.11% 0.11% 447 0 0.0% Q2 2026 Aug 12, 2026
Empowered Funds, LLC History No change 28,891 9,844 0.05% 0.05% 448 0 0.0% Q2 2026 Aug 14, 2026
ROCKLAND TRUST CO History Reduced 30,147 9,805 0.38% 0.43% 449 -2,202 -6.81% Q3 2026 Oct 05, 2026
Verdence Capital Advisors LLC History Reduced 30,087 9,785 0.42% 0.56% 450 -1,481 -4.69% Q3 2026 Oct 26, 2026
GILDER GAGNON HOWE & CO LLC History No change 28,595 9,743 0.1% 0.1% 451 0 0.0% Q2 2026 Aug 14, 2026
EVEXIA WEALTH LLC History No change 27,890 9,712 2.63% 2.63% 452 0 0.0% Q2 2026 Aug 07, 2026
FIDUCIARY TRUST CO History No change 28,501 9,711 0.11% 0.11% 453 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 29,739 9,672 0.07% 0.06% 454 +7,170 31.77% Q3 2026 Oct 08, 2026
NOMURA HOLDINGS INC History No change 28,192 9,606 0.01% 0.01% 455 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 27,932 9,518 0.18% 0.18% 456 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 28,582 9,324 0.16% 0.17% 457 -49 -0.17% Q3 2026 Oct 23, 2026
Pacer Advisors, Inc. History No change 27,134 9,246 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 13, 2026
Gulf International Bank (UK) Ltd History No change 28,402 9,237 0.18% 0.19% 459 0 0.0% Q3 2026 Oct 20, 2026
L & S Advisors Inc History No change 26,969 9,189 0.95% 0.95% 460 0 0.0% Q2 2026 Aug 12, 2026
TRITONPOINT WEALTH, LLC History Reduced 28,223 9,179 0.91% 0.98% 461 -964 -3.3% Q3 2026 Oct 19, 2026
Ilex Capital Partners (UK) LLP History No change 26,722 9,105 0.19% 0.19% 462 0 0.0% Q2 2026 Aug 14, 2026
Investment Management Corp of Ontario History No change 26,675 9,089 0.12% 0.12% 463 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 26,597 9,062 0.05% 0.05% 464 0 0.0% Q2 2026 Jul 17, 2026
DAYMARK WEALTH PARTNERS, LLC History Added to 27,789 9,038 0.21% 0.23% 465 +715 2.64% Q3 2026 Nov 04, 2026
Alberta Investment Management Corp History No change 26,500 9,029 0.05% 0.05% 466 0 0.0% Q2 2026 Aug 06, 2026
Curi Capital, LLC History No change 26,331 8,998 0.14% 0.14% 467 0 0.0% Q2 2026 Aug 14, 2026
Kesler, Norman & Wride, LLC History No change 26,242 8,941 1.42% 1.42% 468 0 0.0% Q2 2026 Jul 23, 2026
WOODSTOCK CORP History Added to 27,340 8,892 0.71% 0.75% 469 +790 2.98% Q3 2026 Oct 13, 2026
New Age Alpha Advisors, LLC History No change 25,979 8,852 0.37% 0.37% 470 0 0.0% Q2 2026 Aug 13, 2026
FIRST HORIZON CORP History Reduced 27,146 8,829 0.34% 0.36% 471 -278 -1.01% Q3 2026 Oct 26, 2026
LOWE BROCKENBROUGH & CO INC History No change 25,725 8,765 0.39% 0.39% 472 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History Added to 26,914 8,753 0.15% 0.17% 473 +769 2.94% Q3 2026 Nov 03, 2026
ADVOCATE GROUP LLC History Reduced 26,800 8,716 1.35% 1.42% 474 -867 -3.13% Q3 2026 Oct 19, 2026
Trajan Wealth LLC History No change 25,469 8,678 0.33% 0.33% 475 0 0.0% Q2 2026 Aug 13, 2026
NICHOLAS COMPANY, INC. History No change 25,425 8,663 0.16% 0.16% 476 0 0.0% Q2 2026 Aug 05, 2026
PARK AVENUE SECURITIES LLC History Reduced 26,561 8,639 0.05% 0.06% 477 -2,943 -9.97% Q3 2026 Oct 26, 2026
Aptus Capital Advisors, LLC History No change 24,844 8,465 0.06% 0.06% 478 0 0.0% Q2 2026 Aug 12, 2026
BEARING POINT CAPITAL, LLC History No change 24,764 8,438 1.14% 1.14% 479 0 0.0% Q2 2026 Aug 11, 2026
Saudi Central Bank History No change 24,475 8,339 0.11% 0.11% 480 0 0.0% Q2 2026 Jul 30, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 24,425 8,322 0.14% 0.14% 481 0 0.0% Q2 2026 Aug 14, 2026
Siemens Fonds Invest GmbH History No change 24,422 8,321 0.41% 0.41% 482 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 24,341 8,293 0.1% 0.1% 483 0 0.0% Q2 2026 Aug 06, 2026
KKM Financial LLC History No change 24,254 8,264 1.13% 1.13% 484 0 0.0% Q2 2026 Aug 14, 2026
Van Cleef Asset Management,Inc History Reduced 25,322 8,236 0.82% 0.89% 485 -227 -0.89% Q3 2026 Oct 20, 2026
Achmea Investment Management B.V. History Reduced 25,258 8,221 0.07% 0.24% 486 -2,423 -8.75% Q3 2026 Oct 30, 2026
American Assets Investment Management, LLC History No change 25,000 8,131 0.5% 0.52% 487 0 0.0% Q3 2026 Oct 30, 2026
CHOREO, LLC History Added to 24,876 8,116 0.08% 0.09% 488 +702 2.9% Q3 2026 Oct 28, 2026
Apollon Wealth Management, LLC History Reduced 24,761 8,053 0.09% 0.11% 489 -638 -2.51% Q3 2026 Oct 23, 2026
Integrated Wealth Concepts LLC History No change 23,589 8,037 0.05% 0.05% 490 0 0.0% Q2 2026 Sep 08, 2026
Meiji Yasuda America Inc History Added to 24,679 8,026 1.05% 1.12% 491 +4,954 25.12% Q3 2026 Oct 22, 2026
Waverly Advisors, LLC History No change 23,531 8,017 0.05% 0.05% 492 0 0.0% Q2 2026 Aug 14, 2026
SCS Capital Management LLC History No change 23,309 7,944 0.08% 0.08% 493 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 23,182 7,899 0.01% 0.01% 494 0 0.0% Q2 2026 Aug 14, 2026
Stokes Capital Advisors, LLC History Reduced 24,191 7,868 1.73% 1.79% 495 -294 -1.2% Q3 2026 Oct 09, 2026
Kentucky Retirement Systems History No change 23,074 7,862 0.2% 0.2% 496 0 0.0% Q2 2026 Aug 14, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 23,024 7,845 0.03% 0.03% 497 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 23,000 7,837 0.05% 0.05% 498 0 0.0% Q2 2026 Aug 13, 2026
SOROS FUND MANAGEMENT LLC History No change 22,890 7,799 0.1% 0.1% 499 0 0.0% Q2 2026 Aug 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 22,730 7,745 0.41% 0.41% 500 0 0.0% Q2 2026 Aug 14, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 22,473 7,657 0.62% 0.62% 501 0 0.0% Q2 2026 Aug 05, 2026
MASTERINVEST Kapitalanlage GmbH History Added to 23,390 7,607 0.65% 0.6% 502 +3,016 14.8% Q3 2026 Nov 03, 2026
DAVENPORT & Co LLC History Added to 23,194 7,543 0.04% 0.03% 503 +6,043 35.23% Q3 2026 Oct 14, 2026
Norinchukin Bank, The History No change 22,047 7,512 0.07% 0.07% 504 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 21,926 7,471 0.03% 0.03% 505 0 0.0% Q2 2026 Aug 14, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 22,850 7,431 0.53% 0.31% 506 -350 -1.51% Q3 2026 Nov 04, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 22,806 7,417 1.47% 1.52% 507 -169 -0.74% Q3 2026 Oct 07, 2026
Confluence Wealth Services, Inc. History No change 21,741 7,408 0.21% 0.21% 508 0 0.0% Q2 2026 Jul 22, 2026
Interval Partners, LP History No change 21,700 7,394 0.19% 0.19% 509 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 21,615 7,365 0.09% 0.09% 510 0 0.0% Q2 2026 Aug 13, 2026
Composition Wealth, LLC History No change 21,468 7,315 0.09% 0.09% 511 0 0.0% Q2 2026 Jul 22, 2026
Banque Cantonale Vaudoise History No change 21,301 7,259 1.01% 1.01% 512 0 0.0% Q2 2026 Jul 31, 2026
Westbourne Investment Advisors, Inc. History Added to 22,216 7,225 1.91% 2.08% 513 +77 0.35% Q3 2026 Oct 20, 2026
Dana Investment Advisors, Inc. History No change 21,190 7,220 0.19% 0.19% 514 0 0.0% Q2 2026 Aug 13, 2026
MIZUHO SECURITIES USA LLC History No change 21,989 7,166 0.17% 0.17% 515 0 0.0% Q2 2026 Jul 24, 2026
Bulldog Investors, LLP History No change 21,000 7,155 1.57% 1.57% 516 0 0.0% Q2 2026 Aug 14, 2026
NovaPoint Capital, LLC History Reduced 21,681 7,051 1.52% 1.59% 517 -691 -3.09% Q3 2026 Oct 22, 2026
Berger Financial Group, Inc History No change 20,637 7,031 0.36% 0.36% 518 0 0.0% Q2 2026 Aug 04, 2026
OPPENHEIMER & CO INC History Added to 21,555 7,010 0.07% 0.07% 519 +1,216 5.98% Q3 2026 Oct 26, 2026
CVFG LLC History No change 20,536 6,997 0.73% 0.73% 520 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 20,512 6,989 0.08% 0.08% 521 0 0.0% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History Reduced 21,201 6,896 0.17% 0.2% 522 -1,093 -4.9% Q3 2026 Oct 22, 2026
Cornerstone Advisors, LLC History No change 19,992 6,812 0.22% 0.22% 523 0 0.0% Q2 2026 Aug 07, 2026
NWF Advisory Services Inc. History Added to 20,875 6,789 0.63% 0.66% 524 +291 1.41% Q3 2026 Oct 19, 2026
Savant Capital, LLC History No change 19,630 6,754 0.02% 0.02% 525 0 0.0% Q2 2026 Aug 10, 2026
SIG BROKERAGE, LP History No change 19,751 6,729 0.13% 0.13% 526 0 0.0% Q2 2026 Aug 14, 2026
Scissortail Wealth Management, LLC History Added to 20,598 6,699 1.23% 1.34% 527 +234 1.15% Q3 2026 Nov 03, 2026
Kintegral Advisory, LLC History Added to 20,309 6,626 0.52% 0.56% 528 +114 0.56% Q3 2026 Oct 16, 2026
Raiffeisen Bank International AG History Added to 19,928 6,617 0.08% 0.04% 529 +10,933 121.55% Q3 2026 Oct 28, 2026
GABELLI FUNDS LLC History No change 19,112 6,512 0.04% 0.04% 530 0 0.0% Q2 2026 Aug 12, 2026
Left Brain Wealth Management, LLC History Reduced 19,931 6,482 2.04% 2.06% 531 -103 -0.51% Q3 2026 Oct 28, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 19,000 6,474 0.33% 0.33% 532 0 0.0% Q2 2026 Jul 23, 2026
Private Advisor Group, LLC History No change 18,966 6,462 0.03% 0.03% 533 0 0.0% Q2 2026 Jul 27, 2026
S&CO INC History No change 18,916 6,445 0.37% 0.37% 534 0 0.0% Q2 2026 Aug 06, 2026
TRUST CO OF VERMONT History Reduced 19,689 6,403 0.23% 0.25% 535 -288 -1.44% Q3 2026 Oct 21, 2026
GC Wealth Management RIA, LLC History Reduced 19,600 6,374 0.31% 0.39% 536 -331 -1.66% Q3 2026 Nov 02, 2026
Princeton Global Asset Management LLC History Reduced 19,595 6,373 0.92% 0.96% 537 -30 -0.15% Q3 2026 Oct 21, 2026
Machina Capital S.A.S. History No change 18,632 6,348 1.01% 1.01% 538 0 0.0% Q2 2026 Aug 10, 2026
BAR HARBOR WEALTH MANAGEMENT History Reduced 19,388 6,305 0.35% 0.36% 539 -14 -0.07% Q3 2026 Oct 21, 2026
Advisory Services Network, LLC History No change 18,504 6,304 0.07% 0.07% 540 0 0.0% Q2 2026 Aug 12, 2026
NEW VERNON INVESTMENT MANAGEMENT LLC History No change 18,432 6,280 7.69% 7.69% 541 0 0.0% Q2 2026 Aug 14, 2026
ArrowMark Colorado Holdings LLC History No change 18,364 6,257 0.26% 0.26% 542 0 0.0% Q2 2026 Aug 13, 2026
BAXTER BROS INC History Added to 18,970 6,169 0.69% 0.74% 543 +253 1.35% Q3 2026 Nov 04, 2026
Summit Trail Advisors, LLC History No change 18,076 6,159 0.08% 0.08% 544 0 0.0% Q2 2026 Aug 11, 2026
HARTFORD INVESTMENT MANAGEMENT CO History Reduced 18,931 6,157 0.17% 0.19% 545 -1,152 -5.74% Q3 2026 Nov 04, 2026
Compass Wealth Management LLC History Reduced 18,897 6,146 1.18% 1.22% 547 -26 -0.14% Q3 2026 Oct 22, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 18,037 6,146 0.15% 0.15% 546 0 0.0% Q2 2026 Jul 29, 2026
Verition Fund Management LLC History No change 18,000 6,133 0.03% 0.03% 548 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 17,969 6,122 0.12% 0.12% 549 0 0.0% Q2 2026 Aug 06, 2026
Concorde Financial Corp History No change 17,772 6,073 4.89% 4.89% 550 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 17,805 6,066 0.0% 0.0% 551 0 0.0% Q2 2026 Aug 14, 2026
BRADY FAMILY WEALTH, LLC History Reduced 18,649 6,065 1.76% 2.01% 552 -1,826 -8.92% Q3 2026 Nov 02, 2026
HARRELL INVESTMENT PARTNERS, LLC History Added to 18,642 6,063 1.3% 1.38% 553 +11 0.06% Q3 2026 Oct 15, 2026
Ashurst Perkins Coie Trust Co History Added to 18,619 6,055 0.97% 1.04% 554 +160 0.87% Q3 2026 Oct 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 17,724 6,039 0.0% 0.0% 555 0 0.0% Q2 2026 Aug 14, 2026
Clear Trail Advisors, LLC History Reduced 18,484 6,011 0.91% 1.0% 556 -680 -3.55% Q3 2026 Oct 20, 2026
Hanson & Doremus Investment Management History Reduced 18,463 6,005 0.61% 0.66% 557 -483 -2.55% Q3 2026 Oct 16, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History Added to 18,403 5,985 2.95% 3.12% 558 +36 0.2% Q3 2026 Oct 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 17,490 5,959 0.03% 0.03% 559 0 0.0% Q2 2026 Aug 14, 2026
Tulsa Wealth Advisors, INC History No change 17,385 5,923 0.83% 0.83% 560 0 0.0% Q2 2026 Aug 06, 2026
AR ASSET MANAGEMENT INC History No change 17,285 5,890 1.08% 1.08% 561 0 0.0% Q2 2026 Aug 07, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 18,025 5,862 0.02% 0.02% 562 +4,955 37.91% Q3 2026 Oct 28, 2026
EP Wealth Advisors, LLC History No change 17,017 5,798 0.02% 0.02% 563 0 0.0% Q2 2026 Aug 11, 2026
AlphaCore Capital LLC History Added to 17,626 5,749 0.09% 0.1% 564 +1,359 8.35% Q3 2026 Nov 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 16,839 5,739 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 14, 2026
Castlefield Investment Partners LLP History No change 16,797 5,723 3.89% 3.89% 566 0 0.0% Q2 2026 Aug 13, 2026
QUADRANT CAPITAL GROUP LLC History Added to 16,388 5,672 0.15% 0.15% 567 +12 0.07% Q3 2026 Oct 20, 2026
Stonebridge Financial Group, LLC History Added to 17,379 5,652 0.42% 0.44% 568 +443 2.62% Q3 2026 Oct 01, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 16,575 5,647 0.01% 0.01% 569 0 0.0% Q2 2026 Aug 13, 2026
Louisiana State Employees Retirement System History Reduced 17,300 5,626 0.09% 0.09% 570 -1,100 -5.98% Q3 2026 Oct 20, 2026
Northwest Bancshares, Inc. History No change 16,397 5,587 1.01% 1.01% 571 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History Added to 17,095 5,560 0.38% 0.39% 572 +46 0.27% Q3 2026 Oct 26, 2026
CI INVESTMENTS INC. History No change 16,297 5,553 0.02% 0.02% 573 0 0.0% Q2 2026 Aug 13, 2026
Slow Capital, Inc. History Reduced 17,009 5,537 0.62% 0.68% 574 -51 -0.3% Q3 2026 Oct 23, 2026
Walleye Trading LLC History No change 16,107 5,488 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 03, 2026
Voleon Capital Management LP History No change 16,043 5,466 0.1% 0.1% 576 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Advisor Solutions, LLC History No change 15,973 5,442 0.05% 0.05% 577 0 0.0% Q2 2026 Aug 06, 2026
MIDDLETON & CO INC/MA History Reduced 16,698 5,431 0.58% 0.6% 578 -21 -0.13% Q3 2026 Oct 23, 2026
Rock Point Advisors, LLC History No change 15,869 5,407 1.32% 1.32% 579 0 0.0% Q2 2026 Aug 06, 2026
Northwest & Ethical Investments L.P. History No change 15,869 5,407 0.13% 0.13% 580 0 0.0% Q2 2026 Aug 13, 2026
LMG Wealth Partners, LLC History No change 15,695 5,348 0.85% 0.85% 581 0 0.0% Q2 2026 Aug 12, 2026
Wealth Advisory Solutions, LLC History No change 16,370 5,324 1.1% 1.14% 582 0 0.0% Q3 2026 Oct 20, 2026
BESSEMER GROUP INC History No change 15,481 5,274 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 12, 2026
PINNACLE ASSOCIATES LTD History Reduced 16,203 5,270 0.06% 0.06% 584 -227 -1.38% Q3 2026 Oct 20, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History No change 15,469 5,270 0.34% 0.34% 585 0 0.0% Q2 2026 Jul 24, 2026
Liberty Capital Management, Inc. History Reduced 16,181 5,262 0.89% 0.98% 586 -491 -2.95% Q3 2026 Nov 02, 2026
Boit C F David History No change 16,165 5,257 2.18% 2.32% 587 0 0.0% Q3 2026 Oct 29, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 16,136 5,248 0.16% 0.17% 588 -418 -2.53% Q3 2026 Oct 27, 2026
Trust Point Inc. History Added to 16,126 5,244 0.39% 0.46% 589 +173 1.08% Q3 2026 Oct 27, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 16,059 5,223 0.08% 0.09% 590 -6,016 -27.25% Q3 2026 Oct 15, 2026
Global Retirement Partners, LLC History No change 15,304 5,214 0.08% 0.08% 591 0 0.0% Q2 2026 Aug 06, 2026
DAVIS-REA LTD. History Reduced 16,026 5,212 1.37% 1.57% 592 -118 -0.73% Q3 2026 Oct 13, 2026
Douglas Lane & Associates, LLC History Reduced 15,978 5,196 0.07% 0.08% 593 -440 -2.68% Q3 2026 Oct 09, 2026
Community Bank, N.A. History No change 15,108 5,147 0.56% 0.56% 594 0 0.0% Q2 2026 Aug 13, 2026
Walleye Capital LLC History No change 15,094 5,143 0.02% 0.02% 595 0 0.0% Q2 2026 Aug 03, 2026
Ipswich Investment Management Co., Inc. History Added to 15,778 5,131 1.1% 1.13% 596 +79 0.5% Q3 2026 Oct 13, 2026
STEPHENS INC /AR/ History No change 15,056 5,130 0.06% 0.06% 597 0 0.0% Q2 2026 Jul 29, 2026
BROWN BROTHERS HARRIMAN & CO History No change 15,018 5,117 0.02% 0.02% 598 0 0.0% Q2 2026 Aug 12, 2026
Thomasville National Bank History No change 14,896 5,075 0.28% 0.28% 599 0 0.0% Q2 2026 Jul 20, 2026
Texas Yale Capital Corp. History No change 14,883 5,071 0.11% 0.11% 600 0 0.0% Q2 2026 Aug 12, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 15,472 5,032 1.36% 1.46% 601 -781 -4.81% Q3 2026 Oct 15, 2026
SEIZERT CAPITAL PARTNERS, LLC History Reduced 15,469 5,031 0.22% 0.22% 602 -413 -2.6% Q3 2026 Oct 30, 2026
GAMCO INVESTORS, INC. ET AL History No change 14,719 5,015 0.04% 0.04% 603 0 0.0% Q2 2026 Aug 12, 2026
IFG Advisory, LLC History No change 14,679 5,001 0.18% 0.18% 604 0 0.0% Q2 2026 Aug 13, 2026
Radnor Capital Management, LLC History No change 15,323 4,983 0.69% 0.73% 605 0 0.0% Q3 2026 Oct 23, 2026
DISCOVERY CAPITAL MANAGEMENT, LLC / CT History No change 14,612 4,978 0.21% 0.21% 606 0 0.0% Q2 2026 Aug 14, 2026
Arlington Financial Advisors, LLC History Reduced 15,212 4,947 0.62% 0.66% 607 -116 -0.76% Q3 2026 Oct 19, 2026
Citizens National Bank Trust Department History Reduced 15,042 4,892 0.72% 0.78% 608 -542 -3.48% Q3 2026 Nov 04, 2026
PEAK6 LLC History No change 14,303 4,873 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 12, 2026
Core Alternative Capital History No change 14,256 4,857 1.45% 1.45% 610 0 0.0% Q2 2026 Aug 14, 2026
PLIMOTH TRUST CO LLC History Reduced 14,865 4,834 0.9% 1.03% 611 -252 -1.67% Q3 2026 Oct 26, 2026
WINTON GROUP Ltd History No change 14,168 4,827 0.16% 0.16% 612 0 0.0% Q2 2026 Aug 07, 2026
MUFG Securities EMEA plc History No change 14,118 4,810 0.05% 0.05% 613 0 0.0% Q2 2026 Aug 12, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 13,960 4,756 0.13% 0.13% 614 0 0.0% Q2 2026 Aug 10, 2026
ROMANO BROTHERS AND COMPANY History Reduced 14,517 4,721 0.48% 0.5% 615 -153 -1.04% Q3 2026 Oct 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 13,768 4,691 0.03% 0.03% 616 0 0.0% Q2 2026 Jul 23, 2026
Choate Investment Advisors History No change 13,681 4,661 0.08% 0.08% 617 0 0.0% Q2 2026 Aug 11, 2026
WESBANCO BANK INC History Reduced 14,303 4,652 0.15% 0.12% 618 -363 -2.48% Q3 2026 Nov 04, 2026
Somerset Trust Co History Reduced 14,253 4,635 1.31% 1.4% 619 -307 -2.11% Q3 2026 Oct 13, 2026
HUTNER CAPITAL MANAGEMENT INC History No change 13,541 4,613 1.83% 1.83% 620 0 0.0% Q2 2026 Aug 14, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 13,541 4,613 0.21% 0.21% 621 0 0.0% Q2 2026 Aug 12, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History Added to 14,174 4,610 1.22% 1.12% 622 +1,616 12.87% Q3 2026 Nov 04, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 14,168 4,608 0.21% 0.22% 623 -160 -1.12% Q3 2026 Oct 26, 2026
GREENLEAF TRUST History Reduced 14,157 4,604 0.05% 0.05% 624 -64 -0.45% Q3 2026 Oct 29, 2026
Clearstead Advisors, LLC History No change 13,387 4,561 0.04% 0.04% 625 0 0.0% Q2 2026 Aug 06, 2026
Inlet Private Wealth, LLC History No change 14,024 4,561 1.11% 1.16% 626 0 0.0% Q3 2026 Oct 21, 2026
Coastline Trust Co History Reduced 14,007 4,555 0.42% 0.43% 627 -212 -1.49% Q3 2026 Oct 01, 2026
Weil Company, Inc. History Added to 13,979 4,546 0.78% 0.84% 628 +3 0.02% Q3 2026 Oct 14, 2026
CHICAGO TRUST Co NA History Reduced 13,890 4,517 0.62% 0.71% 629 -491 -3.41% Q3 2026 Oct 28, 2026
Investment Research & Advisory Group, Inc. History Reduced 13,870 4,517 1.34% 1.51% 630 -484 -3.37% Q3 2026 Oct 19, 2026
ALPS ADVISORS INC History Reduced 13,859 4,507 0.02% 0.04% 631 -8,249 -37.31% Q3 2026 Nov 02, 2026
Unison Advisors LLC History Added to 13,799 4,502 0.32% 0.33% 632 +37 0.27% Q3 2026 Oct 28, 2026
NewEdge Wealth, LLC History No change 13,199 4,497 0.04% 0.04% 633 0 0.0% Q2 2026 Aug 10, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 13,799 4,488 0.41% 0.37% 634 +1,448 11.72% Q3 2026 Oct 29, 2026
Bleakley Financial Group, LLC History No change 13,165 4,485 0.06% 0.06% 635 0 0.0% Q2 2026 Aug 05, 2026
GUARDIAN CAPITAL LP History No change 12,996 4,428 0.11% 0.11% 636 0 0.0% Q2 2026 Aug 14, 2026
FINANCIAL ADVISORY PARTNERS, LLC History Reduced 13,529 4,400 1.17% 1.21% 637 -102 -0.75% Q3 2026 Oct 23, 2026
Brendel Financial Advisors LLC History No change 12,840 4,375 2.03% 2.03% 638 0 0.0% Q2 2026 Jul 31, 2026
WESTWOOD HOLDINGS GROUP INC History No change 12,791 4,358 0.03% 0.03% 639 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 12,781 4,354 0.16% 0.16% 640 0 0.0% Q2 2026 Aug 06, 2026
Cohen Investment Advisors LLC History Added to 13,346 4,340 1.86% 2.02% 641 +85 0.64% Q3 2026 Oct 20, 2026
Victrix Investment Advisors History Added to 13,290 4,322 1.76% 1.89% 642 +49 0.37% Q3 2026 Oct 13, 2026
Occidental Asset Management, LLC History No change 12,665 4,315 0.43% 0.43% 643 0 0.0% Q2 2026 Aug 07, 2026
Vestmark Advisory Solutions, Inc. History No change 12,614 4,298 0.04% 0.04% 644 0 0.0% Q2 2026 Aug 14, 2026
VISTA INVESTMENT PARTNERS LLC History Reduced 13,187 4,290 1.12% 1.14% 645 -138 -1.04% Q3 2026 Oct 08, 2026
Callan Family Office, LLC History No change 12,584 4,287 0.08% 0.08% 646 0 0.0% Q2 2026 Aug 11, 2026
Pallas Capital Advisors LLC History No change 12,566 4,281 0.13% 0.13% 647 0 0.0% Q2 2026 Aug 07, 2026
Marble Harbor Investment Counsel, LLC History No change 12,516 4,264 0.43% 0.43% 648 0 0.0% Q2 2026 Aug 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 12,435 4,249 0.08% 0.08% 649 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 13,052 4,245 0.14% 0.15% 650 +1,415 12.16% Q3 2026 Oct 08, 2026
Osmosis Investment Management UK Ltd History No change 12,446 4,240 0.2% 0.2% 651 0 0.0% Q2 2026 Aug 13, 2026
PRAXIS INVESTMENT MANAGEMENT INC History No change 12,990 4,225 0.22% 0.23% 652 0 0.0% Q3 2026 Nov 03, 2026
Wilmington Savings Fund Society, FSB History Added to 12,876 4,187 0.1% 0.1% 653 +3 0.02% Q3 2026 Oct 23, 2026
Heritage Wealth Management, Inc. History Added to 12,755 4,148 1.04% 1.08% 654 +68 0.54% Q3 2026 Oct 28, 2026
Equitable Holdings, Inc. History No change 12,147 4,138 0.02% 0.02% 655 0 0.0% Q2 2026 Aug 17, 2026
Moors & Cabot, Inc. History No change 12,131 4,133 0.16% 0.16% 656 0 0.0% Q2 2026 Aug 10, 2026
New Hampshire Trust History Reduced 12,634 4,109 0.77% 0.82% 657 -159 -1.24% Q3 2026 Oct 20, 2026
Elevate Capital Advisors, LLC History Reduced 12,629 4,107 2.36% 2.72% 658 -1,885 -12.99% Q3 2026 Nov 02, 2026
Peterson Wealth Services History Added to 12,590 4,094 0.86% 0.9% 659 +512 4.24% Q3 2026 Oct 23, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History No change 12,582 4,092 0.12% 0.13% 660 0 0.0% Q3 2026 Oct 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 12,003 4,089 0.03% 0.03% 661 0 0.0% Q2 2026 Aug 14, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 11,954 4,073 1.49% 1.49% 662 0 0.0% Q2 2026 Aug 06, 2026
AlphaStar Capital Management, LLC History Reduced 12,519 4,071 0.24% 0.29% 663 -707 -5.35% Q3 2026 Oct 16, 2026
Caprock Group, LLC History No change 11,882 4,061 0.08% 0.08% 664 0 0.0% Q2 2026 Jul 27, 2026
CORBYN INVESTMENT MANAGEMENT INC/MD History Reduced 12,481 4,059 1.21% 1.26% 665 -306 -2.39% Q3 2026 Oct 30, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 12,480 4,059 0.04% 0.04% 666 0 0.0% Q3 2026 Oct 23, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 11,883 4,049 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 14, 2026
Smith Salley Wealth Management History Added to 12,421 4,039 0.17% 0.18% 668 +245 2.01% Q3 2026 Nov 03, 2026
Nicollet Investment Management, Inc. History Reduced 12,328 4,010 1.19% 1.33% 669 -330 -2.61% Q3 2026 Oct 14, 2026
DELTA CAPITAL MANAGEMENT LLC History Added to 12,235 3,979 1.93% 1.91% 670 +75 0.62% Q3 2026 Oct 16, 2026
Chicago Partners Investment Group LLC History Added to 11,140 3,956 0.07% 0.06% 671 +2,807 33.69% Q3 2026 Oct 26, 2026
CENTRAL BANK & TRUST CO History Reduced 12,124 3,943 0.56% 0.59% 672 -35 -0.29% Q3 2026 Oct 09, 2026
FIRST NATIONAL BANK OF OMAHA History No change 11,555 3,938 0.11% 0.11% 673 0 0.0% Q2 2026 Aug 07, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Reduced 12,090 3,932 0.38% 0.4% 674 -113 -0.93% Q3 2026 Nov 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 11,502 3,919 0.06% 0.06% 675 0 0.0% Q2 2026 Aug 10, 2026
Meeder Advisory Services, Inc. History No change 11,474 3,909 0.14% 0.14% 676 0 0.0% Q2 2026 Aug 07, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 11,991 3,900 0.8% 0.83% 677 -44 -0.37% Q3 2026 Oct 23, 2026
Beacon Bank & Trust History Reduced 11,796 3,836 0.74% 0.8% 678 -562 -4.55% Q3 2026 Oct 27, 2026
Brown Miller Wealth Management, LLC History Reduced 11,772 3,828 0.93% 1.31% 679 -3,445 -22.64% Q3 2026 Nov 02, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 11,224 3,824 0.14% 0.14% 680 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 11,643 3,786 0.06% 0.06% 681 +241 2.11% Q3 2026 Oct 22, 2026
Patten Group, Inc. History Reduced 11,611 3,776 0.58% 0.63% 682 -195 -1.65% Q3 2026 Oct 26, 2026
Atlantic Union Bankshares Corp History No change 11,079 3,775 0.06% 0.06% 683 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 11,071 3,772 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 03, 2026
Life Cycle Investment Partners Ltd History No change 11,070 3,771 0.02% 0.02% 685 0 0.0% Q2 2026 Aug 13, 2026
Orca Wealth Management, LLC History Reduced 11,558 3,759 2.24% 2.38% 686 -60 -0.52% Q3 2026 Oct 14, 2026
apricus wealth, LLC History Added to 11,524 3,748 1.69% 1.83% 687 +240 2.13% Q3 2026 Oct 26, 2026
AIGEN INVESTMENT MANAGEMENT, LP History No change 10,957 3,733 1.02% 1.02% 688 0 0.0% Q2 2026 Aug 14, 2026
Deane Retirement Strategies, Inc. History Reduced 11,452 3,727 1.53% 1.66% 689 -64 -0.56% Q3 2026 Oct 08, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 11,404 3,709 0.44% 0.47% 690 -166 -1.43% Q3 2026 Oct 30, 2026
Beverly Hills Private Wealth, LLC History Added to 11,404 3,708 0.64% 0.67% 691 +1,061 10.26% Q3 2026 Nov 03, 2026
MUFG SECURITIES AMERICAS INC. History No change 10,865 3,702 0.19% 0.19% 692 0 0.0% Q2 2026 Aug 14, 2026
Silvant Capital Management LLC History No change 10,825 3,688 0.11% 0.11% 693 0 0.0% Q2 2026 Aug 11, 2026
Quantbot Technologies LP History No change 10,763 3,667 0.14% 0.14% 694 0 0.0% Q2 2026 Aug 12, 2026
Krilogy Financial LLC History Added to 10,547 3,639 0.1% 0.1% 695 +142 1.36% Q3 2026 Oct 13, 2026
Argent Trust Co History No change 10,645 3,627 0.1% 0.1% 696 0 0.0% Q2 2026 Aug 06, 2026
CULBERTSON A N & CO INC History New 11,143 3,624 0.42% — 697 +11,143 New Q3 2026 Oct 21, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History Added to 11,140 3,623 0.92% 0.92% 698 +85 0.77% Q3 2026 Nov 02, 2026
Costello Asset Management, INC History Reduced 11,086 3,605 1.08% 1.3% 699 -1,657 -13.0% Q3 2026 Oct 30, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 10,572 3,602 0.11% 0.11% 700 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 10,528 3,597 0.22% 0.22% 701 0 0.0% Q2 2026 Jul 23, 2026
Fifth Third Wealth Advisors LLC History Added to 11,027 3,586 0.09% 0.1% 702 +190 1.75% Q3 2026 Oct 22, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,473 3,568 0.02% 0.02% 703 0 0.0% Q2 2026 Sep 23, 2026
Pictet North America Advisors SA History Added to 10,892 3,542 0.3% 0.28% 704 +1,462 15.5% Q3 2026 Oct 21, 2026
PFG Advisors History Added to 10,836 3,524 0.18% 0.18% 705 +356 3.4% Q3 2026 Oct 15, 2026
GeoWealth Management, LLC History No change 10,308 3,512 0.11% 0.11% 706 0 0.0% Q2 2026 Jul 30, 2026
North Dakota State Investment Board History Added to 10,777 3,505 0.14% 0.14% 707 +403 3.88% Q3 2026 Oct 27, 2026
Horizon Investment Services, LLC History No change 10,248 3,492 0.97% 0.97% 708 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 10,191 3,472 0.05% 0.05% 709 0 0.0% Q2 2026 Aug 11, 2026
Platform Technology Partners History Added to 10,612 3,451 0.55% 0.59% 710 +85 0.81% Q3 2026 Nov 02, 2026
TWIN CAPITAL MANAGEMENT INC History No change 10,108 3,444 0.38% 0.38% 711 0 0.0% Q2 2026 Aug 06, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 10,069 3,431 0.07% 0.07% 712 0 0.0% Q2 2026 Aug 07, 2026
DELTA FINANCIAL ADVISORS LLC History Reduced 10,542 3,428 0.81% 0.85% 713 -17 -0.16% Q3 2026 Oct 27, 2026
First National Advisers, LLC History No change 10,061 3,428 0.48% 0.48% 714 0 0.0% Q2 2026 Jul 21, 2026
Roundview Capital LLC History No change 10,024 3,415 0.19% 0.19% 715 0 0.0% Q2 2026 Jul 30, 2026
Genus Capital Management Inc. History No change 10,464 3,403 0.34% 0.35% 716 0 0.0% Q3 2026 Nov 04, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 9,585 3,375 0.12% 0.12% 717 0 0.0% Q2 2026 Jul 23, 2026
Johnson Financial Group, Inc. History No change 9,851 3,366 0.11% 0.11% 718 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History Reduced 10,341 3,363 0.26% 0.29% 719 -439 -4.07% Q3 2026 Oct 20, 2026
Wealthspire Advisors, LLC History No change 9,863 3,360 0.02% 0.02% 720 0 0.0% Q2 2026 Aug 11, 2026
Haverford Trust Co History No change 9,849 3,355 0.03% 0.03% 721 0 0.0% Q2 2026 Aug 12, 2026
Winthrop Partners - WNY, LLC History No change 9,817 3,345 1.65% 1.65% 722 0 0.0% Q2 2026 Jul 15, 2026
Argyle Capital Management, LLC History Added to 10,282 3,344 0.96% 1.0% 724 +80 0.78% Q3 2026 Oct 28, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Added to 10,284 3,344 0.36% 0.37% 723 +15 0.15% Q3 2026 Oct 22, 2026
Family Capital Trust Co History No change 10,245 3,332 1.06% 1.14% 725 0 0.0% Q3 2026 Oct 22, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 9,741 3,319 0.04% 0.04% 726 0 0.0% Q2 2026 Aug 13, 2026
PARK NATIONAL CORP /OH/ History Reduced 10,133 3,295 0.09% 0.1% 727 -709 -6.54% Q3 2026 Oct 05, 2026
Atom Investors LP History No change 9,602 3,271 0.29% 0.29% 728 0 0.0% Q2 2026 Aug 14, 2026
Security National Bank History Reduced 10,030 3,262 0.38% 0.41% 730 -26 -0.26% Q3 2026 Oct 26, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 9,575 3,262 0.2% 0.2% 729 0 0.0% Q2 2026 Aug 14, 2026
Nelson Capital Management, LLC History No change 9,530 3,247 0.36% 0.36% 731 0 0.0% Q2 2026 Jul 24, 2026
Portland Global Advisors LLC History No change 9,493 3,234 0.31% 0.31% 732 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History Added to 9,900 3,219 0.03% 0.03% 733 +1,578 18.96% Q3 2026 Oct 20, 2026
Cornerstone Planning, LLC History Added to 9,554 3,209 0.66% 0.75% 734 +55 0.58% Q3 2026 Oct 27, 2026
Sivia Capital Partners, LLC History No change 9,312 3,172 0.39% 0.39% 735 0 0.0% Q2 2026 Jul 23, 2026
CFS Investment Advisory Services, LLC History Reduced 9,412 3,145 0.2% 0.23% 736 -10 -0.11% Q3 2026 Oct 19, 2026
VISTA INVESTMENT PARTNERS II, LLC History Added to 9,669 3,144 1.27% 1.27% 737 +190 2.0% Q3 2026 Oct 15, 2026
LVW Advisors, LLC History Added to 9,654 3,139 0.26% 0.28% 738 +103 1.08% Q3 2026 Oct 19, 2026
BEACON FINANCIAL GROUP History Reduced 9,597 3,121 0.28% 0.3% 739 -197 -2.01% Q3 2026 Oct 19, 2026
GSA CAPITAL PARTNERS LLP History No change 9,154 3,119 0.2% 0.2% 740 0 0.0% Q2 2026 Aug 06, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 9,122 3,108 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 10, 2026
Perigon Wealth Management, LLC History Reduced 9,359 3,044 0.05% 0.07% 742 -3,352 -26.37% Q3 2026 Oct 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 8,929 3,042 0.07% 0.07% 743 0 0.0% Q2 2026 Jul 17, 2026
GWN SECURITIES INC. History No change 8,909 3,035 0.51% 0.51% 744 0 0.0% Q2 2026 Aug 05, 2026
SteelPeak Wealth, LLC History Added to 9,291 3,031 0.07% 0.01% 745 +8,124 696.14% Q3 2026 Oct 16, 2026
HARBOUR INVESTMENTS, INC. History No change 8,791 2,995 0.04% 0.04% 746 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 8,769 2,988 0.03% 0.03% 747 0 0.0% Q2 2026 Aug 11, 2026
WealthShield Partners, LLC History No change 8,730 2,983 0.46% 0.46% 748 0 0.0% Q2 2026 Aug 12, 2026
Alaethes Wealth, LLC History No change 8,723 2,981 0.87% 0.87% 749 0 0.0% Q2 2026 Aug 14, 2026
Larson Financial Group LLC History No change 8,738 2,977 0.08% 0.08% 750 0 0.0% Q2 2026 Aug 14, 2026
South Dakota Investment Council History No change 8,714 2,969 0.05% 0.05% 751 0 0.0% Q2 2026 Aug 11, 2026
FIRST CITIZENS BANK & TRUST CO History Added to 9,121 2,966 0.04% 0.02% 752 +4,436 94.69% Q3 2026 Oct 13, 2026
Cohen Klingenstein LLC History No change 9,120 2,966 0.08% 0.09% 753 0 0.0% Q3 2026 Oct 15, 2026
Ameritas Investment Partners, Inc. History No change 8,689 2,960 0.08% 0.08% 754 0 0.0% Q2 2026 Aug 13, 2026
Penobscot Investment Management Company, Inc. History No change 9,094 2,957 0.21% 0.21% 755 0 0.0% Q3 2026 Oct 26, 2026
Bull Harbor Capital LLC History No change 8,663 2,951 0.58% 0.58% 756 0 0.0% Q2 2026 Aug 10, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 8,654 2,948 0.01% 0.01% 757 0 0.0% Q2 2026 Aug 13, 2026
Metis Global Partners, LLC History No change 8,616 2,935 0.07% 0.07% 758 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Management, LLC / MS History Reduced 8,982 2,921 0.87% 0.85% 759 -775 -7.94% Q3 2026 Oct 29, 2026
Frec Markets, Inc. History No change 8,571 2,920 0.26% 0.26% 760 0 0.0% Q2 2026 Aug 13, 2026
Lincoln Capital LLC History Added to 8,791 2,878 0.5% 0.53% 761 +28 0.32% Q3 2026 Oct 09, 2026
IFP Advisors, Inc History Reduced 8,741 2,843 0.05% 0.06% 762 -605 -6.47% Q3 2026 Oct 16, 2026
Solidarity Wealth, LLC History New 8,737 2,841 0.49% — 763 +8,737 New Q3 2026 Oct 15, 2026
HM PAYSON & CO History No change 8,308 2,830 0.04% 0.04% 764 0 0.0% Q2 2026 Jul 17, 2026
Concord Wealth Partners History Added to 8,701 2,829 0.33% 0.34% 765 +74 0.86% Q3 2026 Oct 30, 2026
MANNING & NAPIER ADVISORS LLC History No change 8,207 2,817 0.04% 0.04% 766 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 8,660 2,816 0.07% 0.02% 767 +6,370 278.17% Q3 2026 Oct 29, 2026
Herold Advisors, Inc. History Reduced 8,641 2,810 0.55% 0.61% 768 -379 -4.2% Q3 2026 Oct 19, 2026
Douglass Winthrop Advisors, LLC History No change 8,228 2,803 0.05% 0.05% 769 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Added to 8,589 2,793 0.18% 0.2% 770 +45 0.53% Q3 2026 Oct 27, 2026
Concord Asset Management, LLC/VA History Added to 8,531 2,774 0.43% 0.44% 771 +274 3.32% Q3 2026 Oct 30, 2026
Empire Financial Management Company, LLC History No change 8,136 2,772 1.1% 1.1% 772 0 0.0% Q2 2026 Aug 14, 2026
T. Rowe Price Investment Management, Inc. History No change 8,132 2,771 0.0% 0.0% 773 0 0.0% Q2 2026 Aug 14, 2026
SageGuard Financial Group, LLC History No change 8,129 2,769 0.39% 0.39% 774 0 0.0% Q2 2026 Jul 27, 2026
Wealth Intelligence, LLC History Added to 8,512 2,768 1.33% 1.34% 775 +19 0.22% Q3 2026 Oct 16, 2026
Ascent Group, LLC History Added to 8,487 2,760 0.08% 0.08% 776 +401 4.96% Q3 2026 Oct 30, 2026
J.W. COLE ADVISORS, INC. History No change 8,083 2,754 0.05% 0.05% 777 0 0.0% Q2 2026 Jul 21, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 8,080 2,753 2.0% 2.0% 778 0 0.0% Q2 2026 Jul 24, 2026
OneDigital Investment Advisors LLC History No change 8,054 2,744 0.02% 0.02% 779 0 0.0% Q2 2026 Aug 06, 2026
Coastal Bridge Advisors, LLC History No change 8,045 2,741 0.17% 0.17% 780 0 0.0% Q2 2026 Aug 17, 2026
Cornerstone Wealth Management, LLC History Added to 8,422 2,739 0.12% 0.1% 781 +1,311 18.44% Q3 2026 Nov 04, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 8,030 2,736 1.23% 1.23% 782 0 0.0% Q2 2026 Aug 17, 2026
Chicago Capital, LLC History Reduced 8,402 2,732 0.06% 0.07% 783 -159 -1.86% Q3 2026 Oct 13, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 7,910 2,702 0.17% 0.17% 784 0 0.0% Q2 2026 Aug 12, 2026
Round Rock Advisors LLC History No change 7,921 2,699 0.35% 0.35% 785 0 0.0% Q2 2026 Aug 12, 2026
InTrack Investment Management Inc History Reduced 8,281 2,693 1.3% 1.51% 786 -679 -7.58% Q3 2026 Oct 15, 2026
Arkadios Wealth Advisors History No change 7,893 2,689 0.04% 0.04% 787 0 0.0% Q2 2026 Aug 10, 2026
Ballentine Partners, LLC History No change 7,885 2,686 0.03% 0.03% 788 0 0.0% Q2 2026 Jul 17, 2026
Capital Group Investment Management Pte. Ltd. History No change 7,872 2,682 0.4% 0.4% 789 0 0.0% Q2 2026 Aug 12, 2026
Freedom Day Solutions, LLC History Added to 8,241 2,681 0.59% 0.62% 791 +31 0.38% Q3 2026 Oct 19, 2026
FIL Ltd History No change 7,871 2,681 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 13, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 7,833 2,669 0.18% 0.18% 792 0 0.0% Q2 2026 Aug 04, 2026
VestGen Advisors, LLC History Reduced 8,206 2,668 0.08% 0.08% 793 -16 -0.19% Q3 2026 Oct 27, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Added to 8,176 2,659 0.96% 0.99% 794 +243 3.06% Q3 2026 Oct 14, 2026
WESTPAC BANKING CORP History No change 7,800 2,657 0.16% 0.16% 795 0 0.0% Q2 2026 Aug 12, 2026
WEST MICHIGAN ADVISORS, LLC History No change 7,781 2,651 0.5% 0.5% 796 0 0.0% Q2 2026 Aug 21, 2026
Smartleaf Asset Management LLC History No change 7,703 2,644 0.09% 0.09% 797 0 0.0% Q2 2026 Aug 12, 2026
Joel Isaacson & Co., LLC History No change 7,751 2,641 0.08% 0.08% 798 0 0.0% Q2 2026 Aug 04, 2026
Lantz Financial LLC History Reduced 8,099 2,634 0.48% 0.52% 799 -199 -2.4% Q3 2026 Oct 15, 2026
Wealthcare Advisory Partners LLC History Added to 8,029 2,611 0.04% 0.05% 800 +122 1.54% Q3 2026 Oct 21, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Reduced 7,894 2,567 0.01% 0.01% 801 -454 -5.44% Q3 2026 Oct 15, 2026
EQUITABLE TRUST CO History Reduced 7,891 2,566 0.11% 0.12% 802 -802 -9.23% Q3 2026 Oct 13, 2026
MONARCH CAPITAL MANAGEMENT INC History No change 7,853 2,561 0.59% 0.61% 803 0 0.0% Q3 2026 Oct 19, 2026
Frank, Rimerman Advisors LLC History No change 7,866 2,558 0.14% 0.15% 804 0 0.0% Q3 2026 Oct 16, 2026
Wescott Financial Advisory Group, LLC History No change 7,483 2,549 0.2% 0.2% 805 0 0.0% Q2 2026 Aug 04, 2026
Main Street Financial Solutions, LLC History No change 7,474 2,546 0.16% 0.16% 806 0 0.0% Q2 2026 Aug 07, 2026
PANAGORA ASSET MANAGEMENT INC History No change 7,384 2,516 0.01% 0.01% 807 0 0.0% Q2 2026 Aug 06, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 7,386 2,516 0.78% 0.78% 808 0 0.0% Q2 2026 Jul 09, 2026
Plato Investment Management Ltd History No change 7,410 2,510 0.14% 0.14% 809 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History Reduced 7,711 2,508 0.03% 0.04% 810 -290 -3.62% Q3 2026 Oct 23, 2026
NorthCoast Asset Management LLC History No change 7,343 2,502 0.06% 0.06% 811 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Advisors, LLC History Added to 7,678 2,497 0.03% 0.03% 812 +340 4.63% Q3 2026 Oct 22, 2026
Phoenix Wealth Advisors History Reduced 7,676 2,496 0.77% 0.9% 813 -136 -1.74% Q3 2026 Nov 02, 2026
Wealth Enhancement Trust Services, Inc. History Added to 7,623 2,479 0.26% 0.28% 814 +301 4.11% Q3 2026 Oct 07, 2026
Baldwin Investment Management, LLC History No change 7,265 2,475 0.24% 0.24% 815 0 0.0% Q2 2026 Jul 28, 2026
Perpetual Ltd History Reduced 7,502 2,440 0.04% 0.04% 816 -764 -9.24% Q3 2026 Oct 13, 2026
MONEY CONCEPTS CAPITAL CORP History No change 7,068 2,408 0.11% 0.11% 817 0 0.0% Q2 2026 Aug 04, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Reduced 7,339 2,387 0.09% 0.1% 818 -55 -0.74% Q3 2026 Oct 23, 2026
Prosperitas Financial LLC History New 7,336 2,385 0.72% — 820 +7,336 New Q3 2026 Oct 28, 2026
Cumberland Partners Ltd History No change 7,000 2,385 0.15% 0.15% 819 0 0.0% Q2 2026 Aug 06, 2026
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA History Reduced 7,309 2,377 1.53% 1.65% 821 -58 -0.79% Q3 2026 Oct 23, 2026
OSTRUM ASSET MANAGEMENT History No change 6,974 2,376 0.11% 0.11% 822 0 0.0% Q2 2026 Aug 13, 2026
Aries Wealth Management History Reduced 7,275 2,366 0.46% 0.49% 823 -123 -1.66% Q3 2026 Oct 23, 2026
CrossGen Wealth, LLC History Added to 7,257 2,360 1.73% 1.85% 824 +265 3.79% Q3 2026 Oct 29, 2026
Stillwater Wealth Management Group History Added to 7,249 2,357 1.26% 1.33% 825 +229 3.26% Q3 2026 Oct 21, 2026
Clear Harbor Asset Management, LLC History No change 6,892 2,348 0.14% 0.14% 826 0 0.0% Q2 2026 Aug 12, 2026
Sowell Financial Services LLC History Reduced 7,164 2,330 0.07% 0.08% 827 -72 -1.0% Q3 2026 Oct 23, 2026
New England Research & Management, Inc. History Reduced 7,145 2,323 0.9% 0.95% 828 -5 -0.07% Q3 2026 Oct 16, 2026
OSSIAM History No change 6,817 2,322 0.03% 0.03% 829 0 0.0% Q2 2026 Aug 13, 2026
BOWEN HANES & CO INC History No change 7,095 2,312 0.06% 0.06% 830 0 0.0% Q2 2026 Aug 13, 2026
Lester Murray Antman dba SimplyRich History No change 6,775 2,308 0.54% 0.54% 831 0 0.0% Q2 2026 Jul 31, 2026
A. D. Beadell Investment Counsel, Inc. History Reduced 7,095 2,307 1.53% 1.6% 832 -225 -3.07% Q3 2026 Oct 14, 2026
Parallel Advisors, LLC History Reduced 7,039 2,289 0.03% 0.04% 833 -174 -2.41% Q3 2026 Nov 03, 2026
SUMMITRY LLC History No change 6,716 2,288 0.08% 0.08% 834 0 0.0% Q2 2026 Jul 21, 2026
MATHER GROUP, LLC. History Added to 7,031 2,286 0.02% 0.02% 835 +93 1.34% Q3 2026 Oct 14, 2026
Bank Pictet & Cie (Europe) AG History Added to 7,024 2,284 0.04% 0.04% 836 +381 5.74% Q3 2026 Oct 20, 2026
SYON CAPITAL LLC History No change 6,668 2,271 0.1% 0.1% 837 0 0.0% Q2 2026 Aug 14, 2026
Nicholson Wealth Management Group, LLC History No change 6,596 2,247 1.32% 1.32% 838 0 0.0% Q2 2026 Jul 29, 2026
ASHTON THOMAS SECURITIES, LLC History New 6,906 2,246 0.24% — 839 +6,906 New Q3 2026 Oct 26, 2026
AXQ CAPITAL, LP History No change 6,589 2,245 0.24% 0.24% 840 0 0.0% Q2 2026 Aug 06, 2026
NEVILLE RODIE & SHAW INC History No change 6,874 2,236 0.15% 0.15% 841 0 0.0% Q3 2026 Oct 05, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 6,864 2,232 0.03% 0.03% 842 +44 0.65% Q3 2026 Oct 05, 2026
Trivium Point Advisory, LLC History No change 6,530 2,224 0.2% 0.2% 843 0 0.0% Q2 2026 Aug 06, 2026
Modern Wealth Management, LLC History No change 6,497 2,213 0.03% 0.03% 844 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 6,486 2,210 0.25% 0.25% 845 0 0.0% Q2 2026 Aug 13, 2026
Impact Partnership Wealth, LLC History No change 6,456 2,199 0.21% 0.21% 846 0 0.0% Q2 2026 Jul 29, 2026
TMB Capital Partners, LLC History Added to 6,750 2,195 0.67% 0.71% 847 +76 1.14% Q3 2026 Oct 20, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 6,420 2,187 0.15% 0.15% 848 0 0.0% Q2 2026 Aug 05, 2026
Mutual Advisors, LLC History No change 6,416 2,186 0.04% 0.04% 849 0 0.0% Q2 2026 Aug 14, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 6,399 2,180 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 10, 2026
Jefferson Bridge Capital, LLC History No change 6,355 2,165 1.88% 1.88% 851 0 0.0% Q2 2026 Jul 21, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 6,647 2,161 0.04% 0.04% 852 +393 6.28% Q3 2026 Oct 28, 2026
AustralianSuper Pty Ltd History No change 6,336 2,158 0.01% 0.01% 853 0 0.0% Q2 2026 Aug 12, 2026
RiverFront Investment Group, LLC History No change 6,275 2,138 0.03% 0.03% 854 0 0.0% Q2 2026 Jul 29, 2026
LYELL WEALTH MANAGEMENT, LP History Added to 6,532 2,124 0.13% 0.13% 855 +86 1.33% Q3 2026 Oct 30, 2026
Family Legacy, Inc. History Reduced 6,531 2,124 0.59% 0.6% 856 -22 -0.34% Q3 2026 Oct 13, 2026
Cunning Capital Partners, LP History No change 6,229 2,122 0.86% 0.86% 857 0 0.0% Q2 2026 Aug 11, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 6,205 2,114 0.27% 0.27% 858 0 0.0% Q2 2026 Aug 14, 2026
EASTERN BANK History No change 6,496 2,112 0.03% 0.03% 859 0 0.0% Q3 2026 Oct 05, 2026
Quadcap Wealth Management, LLC History Reduced 6,464 2,102 0.2% 0.23% 860 -351 -5.15% Q3 2026 Nov 02, 2026
Demars Financial Group, LLC History Reduced 6,410 2,084 0.54% 0.61% 861 -32 -0.5% Q3 2026 Oct 22, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,118 2,084 0.12% 0.12% 862 0 0.0% Q2 2026 Aug 13, 2026
Oak Thistle LLC History New 6,377 2,074 0.19% — 863 +6,377 New Q3 2026 Oct 21, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 6,368 2,071 0.05% 0.13% 864 -12,374 -66.02% Q3 2026 Oct 16, 2026
THOMPSON DAVIS & CO., INC. History No change 6,025 2,052 1.23% 1.23% 865 0 0.0% Q2 2026 Jul 29, 2026
Missouri Trust & Investment Co History Added to 6,302 2,049 0.55% 0.59% 866 +135 2.19% Q3 2026 Nov 03, 2026
Wedmont Private Capital History Added to 5,932 2,039 0.05% 0.05% 867 +189 3.29% Q3 2026 Oct 09, 2026
TCW GROUP INC History No change 5,979 2,037 0.01% 0.01% 868 0 0.0% Q2 2026 Aug 03, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,974 2,035 0.1% 0.1% 869 0 0.0% Q2 2026 Aug 11, 2026
Headlands Technologies LLC History No change 5,961 2,031 0.22% 0.22% 870 0 0.0% Q2 2026 Aug 12, 2026
NICHOLS & PRATT ADVISERS LLP /MA History Added to 6,115 2,025 0.12% 0.12% 871 +110 1.83% Q3 2026 Oct 13, 2026
ZEGA Investments, LLC History Added to 6,225 2,024 0.22% 0.11% 872 +3,100 99.2% Q3 2026 Nov 04, 2026
EverSource Wealth Advisors, LLC History Added to 6,199 2,016 0.06% 0.07% 873 +504 8.85% Q3 2026 Nov 04, 2026
Ballast, Inc. History Added to 6,178 2,009 0.37% 0.38% 875 +192 3.21% Q3 2026 Oct 20, 2026
B. Riley Wealth Advisors, Inc. History Reduced 6,177 2,009 0.08% 0.11% 874 -43 -0.69% Q3 2026 Oct 13, 2026
Faithward Advisors, LLC History No change 5,821 1,983 0.24% 0.24% 876 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 5,783 1,970 0.04% 0.04% 877 0 0.0% Q2 2026 Aug 14, 2026
SIERRA SUMMIT ADVISORS LLC History Added to 6,023 1,958 0.23% 0.22% 878 +151 2.57% Q3 2026 Oct 27, 2026
INTEGRITY ALLIANCE, LLC. History Reduced 6,001 1,951 0.06% 0.07% 880 -106 -1.74% Q3 2026 Oct 29, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 6,000 1,951 0.06% 0.07% 879 -8 -0.13% Q3 2026 Nov 02, 2026
Berkeley Capital Partners, LLC History No change 5,724 1,950 0.4% 0.4% 881 0 0.0% Q2 2026 Aug 06, 2026
Jacobi Capital Management LLC History No change 5,694 1,940 0.09% 0.09% 882 0 0.0% Q2 2026 Jul 31, 2026
Inscription Capital, LLC History Reduced 5,940 1,932 0.21% 0.2% 883 -601 -9.19% Q3 2026 Nov 02, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 5,906 1,921 0.08% 0.09% 884 +3 0.05% Q3 2026 Oct 28, 2026
Game Plan Financial Advisors, LLC History No change 5,624 1,916 0.71% 0.71% 885 0 0.0% Q2 2026 Aug 07, 2026
Towne Trust Company, N.A History Reduced 5,886 1,914 0.56% 0.61% 886 -40 -0.67% Q3 2026 Oct 28, 2026
Gilliland Jeter Wealth Management LLC History Reduced 5,874 1,910 0.48% 0.54% 887 -176 -2.91% Q3 2026 Oct 28, 2026
Snowden Capital Advisors LLC History No change 5,601 1,909 0.05% 0.05% 888 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 5,601 1,908 0.02% 0.02% 889 0 0.0% Q2 2026 Aug 07, 2026
WADDELL & ASSOCIATES, LLC History No change 5,596 1,906 0.09% 0.09% 890 0 0.0% Q2 2026 Jul 15, 2026
Valmark Advisers, Inc. History No change 5,594 1,905 0.02% 0.02% 891 0 0.0% Q2 2026 Aug 06, 2026
Field & Main Bank History No change 5,587 1,903 0.39% 0.39% 892 0 0.0% Q2 2026 Aug 19, 2026
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. History No change 5,559 1,894 0.22% 0.22% 893 0 0.0% Q2 2026 Aug 14, 2026
Virtus Investment Advisers, LLC History No change 5,554 1,892 0.44% 0.44% 894 0 0.0% Q2 2026 Aug 11, 2026
Sage Capital Advisors,llc History Added to 5,817 1,891 0.38% 0.41% 895 +1 0.02% Q3 2026 Oct 13, 2026
PFS Partners, LLC History Reduced 5,781 1,880 0.76% 0.88% 896 -612 -9.57% Q3 2026 Oct 21, 2026
Essex Financial Services, Inc. History No change 5,510 1,877 0.09% 0.09% 897 0 0.0% Q2 2026 Aug 10, 2026
Center for Wealth Management Advisory History Added to 5,771 1,876 1.16% 0.19% 899 +4,889 554.31% Q3 2026 Oct 23, 2026
Dynamic Advisor Solutions LLC History Added to 5,771 1,876 0.05% 0.06% 898 +42 0.73% Q3 2026 Oct 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 5,749 1,869 0.1% 0.1% 900 0 0.0% Q3 2026 Oct 15, 2026
Crestwood Advisors Group, LLC History Added to 5,746 1,868 0.03% 0.03% 901 +163 2.92% Q3 2026 Oct 27, 2026
Texas Capital Bank Wealth Management Services Inc History No change 5,464 1,861 0.1% 0.1% 902 0 0.0% Q2 2026 Aug 07, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 5,442 1,854 0.32% 0.32% 903 0 0.0% Q2 2026 Aug 14, 2026
Vavra Capital Management, LLC History No change 5,701 1,854 1.62% 1.7% 904 0 0.0% Q3 2026 Oct 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 5,408 1,843 0.03% 0.03% 905 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 5,393 1,837 0.05% 0.05% 906 0 0.0% Q2 2026 Aug 04, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 5,384 1,834 0.12% 0.12% 907 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 5,371 1,830 0.09% 0.09% 908 0 0.0% Q2 2026 Aug 14, 2026
Roxbury Financial LLC History Added to 5,621 1,828 1.4% 1.5% 909 +60 1.08% Q3 2026 Oct 01, 2026
Banque Transatlantique SA History No change 5,358 1,825 0.04% 0.04% 910 0 0.0% Q2 2026 Jul 30, 2026
Independent Advisor Alliance History No change 5,335 1,817 0.04% 0.04% 911 0 0.0% Q2 2026 Aug 12, 2026
Ascentis Independent Advisors History Added to 5,581 1,815 0.11% 0.12% 912 +5,448 4096.24% Q3 2026 Nov 03, 2026
Fisher Asset Management, LLC History No change 5,317 1,811 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 04, 2026
SCOTIA CAPITAL INC. History No change 5,315 1,811 0.01% 0.01% 914 0 0.0% Q2 2026 Aug 11, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 5,304 1,807 0.09% 0.09% 915 0 0.0% Q2 2026 Jul 23, 2026
CSS LLC/IL History No change 5,300 1,805 0.07% 0.07% 916 0 0.0% Q2 2026 Aug 14, 2026
SUMITOMO LIFE INSURANCE CO History No change 5,296 1,804 0.03% 0.03% 917 0 0.0% Q2 2026 Aug 11, 2026
Heritage Trust Co History No change 5,251 1,789 0.15% 0.15% 918 0 0.0% Q2 2026 Aug 06, 2026
Susquehanna Portfolio Strategies, LLC History No change 5,218 1,777 0.03% 0.03% 919 0 0.0% Q2 2026 Aug 14, 2026
ALKEME WEALTH, LLC History Reduced 5,458 1,775 0.67% 0.74% 920 -229 -4.03% Q3 2026 Oct 07, 2026
DAVIDSON TRUST CO History Reduced 5,455 1,774 0.7% 0.83% 921 -798 -12.76% Q3 2026 Oct 09, 2026
CSM Advisors, LLC History No change 5,189 1,768 0.04% 0.04% 922 0 0.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History Reduced 5,434 1,767 0.09% 0.1% 923 -481 -8.13% Q3 2026 Oct 13, 2026
Kingsview Wealth Management, LLC History No change 5,183 1,766 0.02% 0.02% 924 0 0.0% Q2 2026 Aug 18, 2026
Prosperity Consulting Group, LLC History No change 5,182 1,765 0.07% 0.07% 925 0 0.0% Q2 2026 Aug 13, 2026
OPAL CAPITAL LLC History No change 5,170 1,761 0.31% 0.31% 926 0 0.0% Q2 2026 Aug 05, 2026
Sage Investment Counsel LLC History Added to 5,366 1,745 1.74% 1.82% 927 +36 0.68% Q3 2026 Oct 26, 2026
Ellevest, Inc. History No change 5,122 1,744 0.21% 0.21% 928 0 0.0% Q2 2026 Aug 10, 2026
Trueblood Wealth Management, LLC History Reduced 5,349 1,739 0.61% 0.64% 929 -30 -0.56% Q3 2026 Oct 23, 2026
Dockside LLC History No change 5,094 1,735 0.41% 0.41% 930 0 0.0% Q2 2026 Aug 03, 2026
NBT BANK, N.A. History Reduced 5,333 1,734 0.12% 0.14% 931 -962 -15.28% Q3 2026 Oct 21, 2026
Claro Advisors Inc. History Added to 5,329 1,733 0.17% 0.18% 932 +199 3.88% Q3 2026 Nov 02, 2026
Cordatus Wealth Management LLC History Reduced 5,313 1,727 0.38% 0.4% 935 -30 -0.56% Q3 2026 Oct 19, 2026
Legato Capital Management LLC History No change 5,070 1,727 0.14% 0.14% 933 0 0.0% Q2 2026 Aug 06, 2026
SHAYNE & JACOBS, LLC History No change 5,310 1,727 0.52% 0.54% 934 0 0.0% Q3 2026 Oct 21, 2026
Stablepoint Partners, LLC History Reduced 5,296 1,722 0.23% 0.27% 936 -506 -8.72% Q3 2026 Nov 03, 2026
Northstar Group, Inc. History No change 5,032 1,714 0.22% 0.22% 937 0 0.0% Q2 2026 Aug 03, 2026
SECURED RETIREMENT ADVISORS, LLC History No change 5,033 1,714 0.88% 0.88% 938 0 0.0% Q2 2026 Jul 16, 2026
FIRST NATIONAL TRUST CO History Reduced 5,265 1,712 0.06% 0.06% 939 -153 -2.82% Q3 2026 Oct 28, 2026
denkapparat Operations GmbH History No change 5,012 1,707 0.56% 0.56% 940 0 0.0% Q2 2026 Aug 06, 2026
WEBSTER BANK, N. A. History No change 4,999 1,703 0.15% 0.15% 941 0 0.0% Q2 2026 Jul 20, 2026
READYSTATE ASSET MANAGEMENT LP History No change 5,000 1,703 0.06% 0.06% 942 0 0.0% Q2 2026 Aug 14, 2026
Lionhunter Capital Management, LLC History No change 5,000 1,703 0.77% 0.77% 943 0 0.0% Q2 2026 Aug 13, 2026
Central Pacific Bank - Trust Division History No change 5,231 1,701 0.18% 0.18% 944 0 0.0% Q3 2026 Oct 05, 2026
Willow Creek Capital Management, Inc. History No change 4,955 1,688 1.64% 1.64% 945 0 0.0% Q3 2026 Oct 16, 2026
Columbia Bank History Added to 5,177 1,683 0.36% 0.39% 947 +88 1.73% Q3 2026 Oct 28, 2026
Baader Bank Aktiengesellschaft History No change 4,941 1,683 0.13% 0.13% 946 0 0.0% Q2 2026 Jul 23, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,924 1,677 0.06% 0.06% 948 0 0.0% Q2 2026 Aug 14, 2026
Proficio Capital Partners LLC History No change 4,919 1,676 0.06% 0.06% 949 0 0.0% Q2 2026 Aug 14, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Reduced 5,129 1,668 0.39% 0.58% 950 -2,861 -35.81% Q3 2026 Oct 14, 2026
BTG Pactual Asset Management US LLC History No change 4,863 1,657 0.1% 0.1% 951 0 0.0% Q2 2026 Aug 14, 2026
DIVIDEND ASSETS CAPITAL, LLC History No change 4,851 1,652 0.32% 0.32% 952 0 0.0% Q2 2026 Aug 12, 2026
Aster Capital Management (DIFC) Ltd History No change 4,847 1,651 0.35% 0.35% 953 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History Added to 5,076 1,650 0.36% 0.38% 954 +29 0.57% Q3 2026 Oct 08, 2026
Journey Advisory Group, LLC History Reduced 5,012 1,630 0.12% 0.13% 955 -67 -1.32% Q3 2026 Nov 04, 2026
Parcion Private Wealth LLC History Added to 4,984 1,621 0.09% 0.08% 956 +516 11.55% Q3 2026 Oct 28, 2026
CNB Bank History No change 4,751 1,618 0.63% 0.63% 957 0 0.0% Q2 2026 Aug 06, 2026
Sepio Capital, LP History Reduced 4,967 1,615 0.06% 0.09% 958 -307 -5.82% Q3 2026 Oct 22, 2026
Tower Research Capital LLC (TRC) History No change 4,724 1,609 0.04% 0.04% 959 0 0.0% Q2 2026 Aug 11, 2026
CHILTON INVESTMENT CO INC. History No change 4,703 1,602 0.04% 0.04% 960 0 0.0% Q2 2026 Aug 14, 2026
Meridian Wealth Management, LLC History No change 4,702 1,602 0.05% 0.05% 961 0 0.0% Q2 2026 Aug 05, 2026
Gateway Wealth Partners, LLC History No change 4,695 1,599 0.1% 0.1% 962 0 0.0% Q2 2026 Aug 04, 2026
Stonebrook Private Inc. History No change 4,695 1,599 0.29% 0.29% 963 0 0.0% Q2 2026 Aug 14, 2026
Granite Investment Partners, LLC History Added to 4,898 1,593 0.09% 0.06% 964 +1,602 48.6% Q3 2026 Nov 04, 2026
Ark Wealth Advisors LLC History No change 4,663 1,588 1.41% 1.41% 965 0 0.0% Q2 2026 Aug 13, 2026
Minot DeBlois Advisors LLC History No change 4,636 1,579 1.36% 1.36% 966 0 0.0% Q2 2026 Aug 13, 2026
Monte Financial Group, LLC History Reduced 4,831 1,571 0.53% 0.54% 967 -11 -0.23% Q3 2026 Nov 02, 2026
Westerkirk Capital Inc. History No change 4,600 1,567 0.15% 0.15% 968 0 0.0% Q2 2026 Aug 10, 2026
Caerus Investment Advisors, LLC History No change 4,575 1,558 0.52% 0.52% 969 0 0.0% Q2 2026 Aug 14, 2026
Arista Wealth Management, LLC History Added to 4,780 1,554 0.17% 0.18% 970 +9 0.19% Q3 2026 Oct 29, 2026
BURNEY CO/ History Reduced 4,777 1,553 0.04% 0.04% 971 -68 -1.4% Q3 2026 Oct 15, 2026
CENTAURUS FINANCIAL, INC. History No change 4,554 1,552 0.06% 0.06% 972 0 0.0% Q2 2026 Aug 17, 2026
WRIGHT INVESTORS SERVICE INC History Reduced 4,751 1,545 0.43% 0.45% 973 -64 -1.33% Q3 2026 Nov 02, 2026
VALLEY NATIONAL ADVISERS INC History Added to 4,746 1,543 0.17% 0.18% 974 +1 0.02% Q3 2026 Oct 23, 2026
DB Fitzpatrick & Co, Inc History Reduced 4,737 1,540 1.27% 1.32% 976 -70 -1.46% Q3 2026 Oct 19, 2026
DF DENT & CO INC History No change 4,520 1,540 0.03% 0.03% 975 0 0.0% Q2 2026 Aug 14, 2026
MONTAG A & ASSOCIATES INC History No change 4,725 1,539 0.07% 0.07% 977 0 0.0% Q3 2026 Oct 29, 2026
Savvy Advisors, Inc. History No change 4,511 1,537 0.03% 0.03% 978 0 0.0% Q2 2026 Aug 03, 2026
Ceeto Capital Group, LLC History No change 4,500 1,534 0.42% 0.42% 979 0 0.0% Q2 2026 Aug 14, 2026
AA Financial Advisors, LLC History Added to 4,683 1,523 0.18% 0.19% 980 +70 1.52% Q3 2026 Oct 19, 2026
Berry Wealth Group, LP History No change 4,455 1,517 4.87% 4.87% 981 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 4,624 1,504 0.02% 0.02% 982 +1,247 36.93% Q3 2026 Oct 27, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 4,627 1,504 0.21% 0.23% 983 +72 1.58% Q3 2026 Oct 19, 2026
Legacy Financial Advisors, Inc. History No change 4,403 1,500 0.18% 0.18% 984 0 0.0% Q2 2026 Aug 05, 2026
Applied Capital LLC/FL History No change 4,609 1,499 0.6% 0.64% 985 0 0.0% Q3 2026 Oct 07, 2026
AMG National Trust Bank History No change 4,391 1,496 0.03% 0.03% 986 0 0.0% Q2 2026 Aug 06, 2026
Rudd Co d/b/a Styre Wealth History New 4,199 1,495 1.46% — 987 +4,199 New Q3 2026 Oct 29, 2026
TRUST CO OF OKLAHOMA History Reduced 4,577 1,488 0.39% 0.43% 988 -327 -6.67% Q3 2026 Oct 15, 2026
Indivisible Partners History Added to 4,561 1,483 0.07% 0.08% 989 +310 7.29% Q3 2026 Oct 26, 2026
Disciplined Investors, L.L.C. History No change 4,325 1,473 0.74% 0.74% 990 0 0.0% Q2 2026 Aug 11, 2026
Pine Valley Investments Ltd Liability Co History No change 4,254 1,453 0.06% 0.06% 991 0 0.0% Q2 2026 Jul 24, 2026
Legacy Private Trust Co. History Reduced 4,445 1,445 0.08% 0.09% 992 -210 -4.51% Q3 2026 Oct 06, 2026
Huntleigh Advisors, Inc. History Added to 4,435 1,442 0.2% 0.21% 994 +68 1.56% Q3 2026 Nov 03, 2026
FOSTER & MOTLEY INC History No change 4,231 1,442 0.07% 0.07% 993 0 0.0% Q2 2026 Aug 07, 2026
Abbot Financial Management, Inc. History No change 4,232 1,442 0.49% 0.49% 995 0 0.0% Q2 2026 Aug 06, 2026
Advisory Resource Group History Added to 4,406 1,433 0.21% 0.21% 996 +287 6.97% Q3 2026 Oct 26, 2026
Asset Planning,Inc History Added to 4,409 1,433 0.95% 0.97% 997 +12 0.27% Q3 2026 Oct 26, 2026
Brookstone Capital Management History Reduced 4,399 1,430 0.01% 0.02% 998 -230 -4.97% Q3 2026 Oct 22, 2026
CERTUITY, LLC History Reduced 4,384 1,425 0.07% 0.08% 1001 -180 -3.94% Q3 2026 Nov 02, 2026
Harold Davidson & Associates Inc. History Reduced 4,382 1,425 0.58% 0.66% 999 -58 -1.31% Q3 2026 Oct 29, 2026
Fiduciary Group, LLC History No change 4,184 1,425 0.11% 0.11% 1000 0 0.0% Q2 2026 Aug 10, 2026
DELPHI MANAGEMENT INC /MA/ History No change 4,145 1,412 1.38% 1.38% 1002 0 0.0% Q2 2026 Jul 31, 2026
CWA Asset Management Group, LLC History Reduced 4,339 1,411 0.04% 0.05% 1003 -90 -2.03% Q3 2026 Oct 19, 2026
Venturi Wealth Management, LLC History No change 4,141 1,410 0.05% 0.05% 1004 0 0.0% Q2 2026 Jul 20, 2026
Capital Group Private Client Services, Inc. History No change 4,137 1,409 0.02% 0.02% 1005 0 0.0% Q2 2026 Aug 12, 2026
Wealth Quarterback LLC History Reduced 4,331 1,408 0.43% 0.54% 1006 -811 -15.77% Q3 2026 Oct 20, 2026
BFC Planning, Inc. History No change 4,130 1,407 0.06% 0.06% 1007 0 0.0% Q2 2026 Oct 29, 2026
Nordwand Advisors, LLC History No change 4,121 1,404 0.22% 0.22% 1008 0 0.0% Q2 2026 Aug 07, 2026
Stamos Capital Partners, L.P. History No change 4,090 1,393 0.21% 0.21% 1009 0 0.0% Q2 2026 Aug 13, 2026
Curated Wealth Partners LLC History New 4,274 1,390 0.11% — 1010 +4,274 New Q3 2026 Oct 15, 2026
Relyea Zuckerberg Hanson LLC History No change 4,256 1,384 0.11% 0.12% 1011 0 0.0% Q3 2026 Oct 20, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History Reduced 4,255 1,383 0.12% 0.13% 1012 -263 -5.82% Q3 2026 Oct 07, 2026
One Wealth Advisors, LLC History No change 4,055 1,381 0.15% 0.15% 1013 0 0.0% Q2 2026 Aug 06, 2026
Meadow Creek Wealth Advisors LLC History Reduced 4,212 1,370 0.81% 0.9% 1014 -119 -2.75% Q3 2026 Nov 02, 2026
Turtle Creek Wealth Advisors, LLC History Added to 4,186 1,361 0.07% 0.07% 1015 +475 12.8% Q3 2026 Oct 15, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 4,165 1,354 0.07% 0.08% 1016 -44 -1.05% Q3 2026 Nov 03, 2026
Westhampton Capital, LLC History Reduced 4,145 1,348 0.6% 0.59% 1017 -45 -1.07% Q3 2026 Oct 30, 2026
TIAA Wealth Investment Management LLC History No change 3,953 1,347 0.01% 0.01% 1018 0 0.0% Q2 2026 Aug 10, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 3,936 1,341 0.18% 0.18% 1019 0 0.0% Q2 2026 Aug 14, 2026
BKM Wealth Management, LLC History Reduced 4,120 1,340 0.43% 0.55% 1020 -473 -10.3% Q3 2026 Oct 22, 2026
Cove Private Wealth, LLC History Added to 4,121 1,340 0.24% 0.26% 1021 +106 2.64% Q3 2026 Oct 28, 2026
Hartford Funds Management Co LLC History No change 3,918 1,335 0.11% 0.11% 1022 0 0.0% Q2 2026 Aug 06, 2026
Trust Asset Management LLC History No change 4,096 1,332 0.08% 0.08% 1023 0 0.0% Q3 2026 Nov 03, 2026
Baker Avenue Asset Management, LP History No change 3,898 1,328 0.03% 0.03% 1024 0 0.0% Q2 2026 Jul 28, 2026
Lansing Street Advisors History No change 3,888 1,328 0.28% 0.28% 1025 0 0.0% Q2 2026 Jul 24, 2026
Fairtree Asset Management (Pty) Ltd History No change 3,880 1,322 0.51% 0.51% 1026 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History Added to 4,059 1,320 0.05% 0.04% 1027 +1,088 36.62% Q3 2026 Nov 04, 2026
Formidable Asset Management, LLC History Reduced 3,866 1,317 0.19% 0.21% 1028 -260 -6.3% Q3 2026 Nov 03, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 4,031 1,311 0.08% 0.08% 1029 -9 -0.22% Q3 2026 Oct 23, 2026
SHIKIAR ASSET MANAGEMENT INC History Reduced 4,029 1,310 0.33% 0.36% 1030 -145 -3.47% Q3 2026 Oct 20, 2026
Procyon Advisors, LLC History Reduced 4,003 1,302 0.06% 0.06% 1031 -320 -7.4% Q3 2026 Oct 21, 2026
STOCK YARDS BANK & TRUST CO History No change 3,795 1,293 0.04% 0.04% 1032 0 0.0% Q2 2026 Aug 19, 2026
Diversify Advisory Services, LLC History Added to 3,663 1,292 0.02% 0.02% 1033 +493 15.55% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 3,663 1,292 0.02% 0.02% 1034 +493 15.55% Q3 2026 Oct 20, 2026
TigerOak Management, L.L.C. History Reduced 3,955 1,286 0.34% 0.38% 1035 -6 -0.15% Q3 2026 Oct 23, 2026
Vann Equity Management LLC History Added to 3,951 1,285 0.76% 0.66% 1036 +743 23.16% Q3 2026 Oct 07, 2026
Valeo Financial Advisors, LLC History Added to 3,927 1,277 0.03% 0.03% 1037 +276 7.56% Q3 2026 Oct 08, 2026
Advisors Asset Management, Inc. History No change 3,722 1,268 0.02% 0.02% 1038 0 0.0% Q2 2026 Aug 13, 2026
Financial Engines Advisors L.L.C. History No change 3,717 1,266 0.0% 0.0% 1039 0 0.0% Q2 2026 Aug 14, 2026
X-Square Capital, LLC History No change 3,714 1,266 0.32% 0.32% 1040 0 0.0% Q2 2026 Aug 12, 2026
TRB Wealth Management, LLC History No change 3,715 1,265 0.17% 0.17% 1041 0 0.0% Q2 2026 Aug 11, 2026
Principle Wealth Partners LLC History Added to 3,882 1,262 0.06% 0.06% 1042 +266 7.36% Q3 2026 Nov 02, 2026
Gryphon Financial Partners LLC History Reduced 3,878 1,261 0.11% 0.12% 1043 -33 -0.84% Q3 2026 Nov 04, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 3,676 1,252 0.12% 0.12% 1044 0 0.0% Q2 2026 Jul 29, 2026
Pekin Hardy Strauss, Inc. History Reduced 3,841 1,249 0.11% 0.12% 1045 -35 -0.9% Q3 2026 Nov 02, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 3,650 1,243 0.15% 0.15% 1046 0 0.0% Q2 2026 Aug 11, 2026
Catalyst Funds Management Pty Ltd History No change 3,641 1,240 0.07% 0.07% 1047 0 0.0% Q2 2026 Aug 10, 2026
NFSG Corp History Added to 3,807 1,238 0.14% 0.16% 1048 +22 0.58% Q3 2026 Oct 15, 2026
SPINNAKER TRUST History No change 3,632 1,237 0.06% 0.06% 1049 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 3,630 1,236 0.02% 0.02% 1050 0 0.0% Q2 2026 Jul 31, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 3,625 1,235 0.01% 0.01% 1051 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 3,627 1,235 0.24% 0.24% 1052 0 0.0% Q2 2026 Aug 03, 2026
Sigma Planning Corp History Added to 3,775 1,227 0.03% 0.03% 1054 +53 1.42% Q3 2026 Oct 23, 2026
Grey Ledge Advisors, LLC History Added to 3,775 1,227 0.25% 0.26% 1055 +3 0.08% Q3 2026 Oct 30, 2026
Obermeyer Wealth Partners History No change 3,773 1,227 0.05% 0.05% 1053 0 0.0% Q3 2026 Oct 21, 2026
Lakeside Advisors, INC. History No change 3,768 1,225 0.72% 0.81% 1056 0 0.0% Q3 2026 Oct 19, 2026
Impact Capital Partners LLC History Reduced 3,758 1,222 0.34% 0.5% 1057 -1,603 -29.9% Q3 2026 Oct 22, 2026
EPIQ PARTNERS, LLC History No change 3,714 1,207 0.52% 0.54% 1058 0 0.0% Q3 2026 Oct 07, 2026
Tuttle Capital Management, LLC History Added to 3,706 1,205 0.52% 0.29% 1059 +2,464 198.39% Q3 2026 Oct 21, 2026
RiverPark Advisors, LLC History No change 3,528 1,202 0.55% 0.55% 1060 0 0.0% Q2 2026 Jul 24, 2026
TRIGLAV INVESTMENTS, D.O.O. History No change 3,500 1,192 0.06% 0.06% 1061 0 0.0% Q2 2026 Aug 11, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 3,492 1,189 0.09% 0.09% 1062 0 0.0% Q2 2026 Aug 06, 2026
Soltis Investment Advisors LLC History Added to 3,628 1,180 0.05% 0.06% 1063 +434 13.59% Q3 2026 Oct 28, 2026
SYM FINANCIAL Corp History Added to 3,626 1,179 0.09% 0.09% 1064 +179 5.19% Q3 2026 Oct 26, 2026
Welch Group, LLC History Added to 3,583 1,165 0.04% 0.04% 1065 +379 11.83% Q3 2026 Oct 29, 2026
SVB WEALTH LLC History No change 3,422 1,165 0.07% 0.07% 1066 0 0.0% Q2 2026 Jul 17, 2026
Atlas Legacy Advisors, LLC History No change 3,479 1,163 0.17% 0.17% 1067 0 0.0% Q2 2026 Jul 31, 2026
SAXON INTERESTS, INC. History Reduced 3,563 1,158 0.4% 0.34% 1068 -79 -2.17% Q3 2026 Oct 26, 2026
American Trust Investment Advisors, LLC History No change 3,386 1,153 0.57% 0.57% 1069 0 0.0% Q2 2026 Aug 14, 2026
LCNB CORP History No change 3,378 1,151 0.35% 0.35% 1070 0 0.0% Q2 2026 Aug 10, 2026
Asset Dedication, LLC History Reduced 3,532 1,148 0.07% 0.08% 1071 -138 -3.76% Q3 2026 Nov 02, 2026
STONEBRIDGE CAPITAL MANAGEMENT INC History No change 3,367 1,147 0.55% 0.55% 1072 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 3,366 1,146 0.05% 0.05% 1073 0 0.0% Q2 2026 Aug 04, 2026
KRS Capital Management, LLC History Reduced 3,516 1,143 0.51% 0.56% 1074 -2 -0.06% Q3 2026 Oct 16, 2026
Advisor OS, LLC History Reduced 3,480 1,131 0.07% 0.11% 1075 -1,218 -25.93% Q3 2026 Nov 03, 2026
V-Square Quantitative Management LLC History Added to 3,473 1,129 0.1% 0.08% 1076 +1,093 45.92% Q3 2026 Oct 15, 2026
Sippican Capital Advisors History No change 3,450 1,122 0.75% 0.72% 1077 0 0.0% Q3 2026 Oct 23, 2026
Robertson Stephens Wealth Management, LLC History Added to 3,438 1,121 0.03% 0.03% 1078 +105 3.15% Q3 2026 Oct 16, 2026
CENTRAL VALLEY ADVISORS, LLC History Reduced 3,444 1,120 0.3% 0.32% 1079 -202 -5.54% Q3 2026 Oct 27, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,275 1,115 0.01% 0.01% 1080 0 0.0% Q2 2026 Aug 10, 2026
Keel Point, LLC History No change 3,265 1,112 0.07% 0.07% 1081 0 0.0% Q2 2026 Aug 14, 2026
SageView Advisory Group, LLC History No change 3,249 1,107 0.04% 0.04% 1082 0 0.0% Q2 2026 Aug 10, 2026
MATAURO, LLC History New 3,393 1,103 0.14% — 1083 +3,393 New Q3 2026 Nov 03, 2026
Gratus Wealth Advisors, LLC History Reduced 3,386 1,101 0.14% 0.15% 1084 -1 -0.03% Q3 2026 Oct 26, 2026
Resurgent Financial Advisors LLC History No change 3,220 1,097 0.31% 0.31% 1085 0 0.0% Q2 2026 Aug 14, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 3,301 1,093 0.07% 0.07% 1087 -149 -4.32% Q3 2026 Nov 02, 2026
Mattern Wealth Management LLC History Reduced 3,363 1,093 0.18% 0.19% 1086 -118 -3.39% Q3 2026 Nov 04, 2026
Emprise Bank History Reduced 3,359 1,092 0.42% 0.43% 1088 -94 -2.72% Q3 2026 Oct 07, 2026
Advisory Alpha, LLC History No change 3,200 1,090 0.03% 0.03% 1089 0 0.0% Q2 2026 Aug 11, 2026
LECAP ASSET MANAGEMENT LTD History New 3,343 1,087 0.52% — 1090 +3,343 New Q3 2026 Oct 27, 2026
Diversified Enterprises, LLC History Added to 3,340 1,086 0.05% 0.04% 1092 +961 40.4% Q3 2026 Oct 19, 2026
Sentry LLC History Reduced 3,341 1,086 0.38% 0.33% 1091 -120 -3.47% Q3 2026 Oct 30, 2026
Harbour Capital Advisors, LLC History No change 3,321 1,083 0.2% 0.21% 1093 0 0.0% Q3 2026 Oct 13, 2026
FC Advisory LLC History No change 3,330 1,083 0.28% 0.3% 1094 0 0.0% Q3 2026 Oct 05, 2026
NORTHSTAR ASSET MANAGEMENT Co History No change 3,040 1,079 0.2% 0.21% 1095 0 0.0% Q3 2026 Oct 22, 2026
71 West Capital Partners History Added to 3,317 1,078 0.04% 0.04% 1096 +18 0.55% Q3 2026 Nov 04, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 3,148 1,075 0.19% 0.19% 1097 0 0.0% Q2 2026 Jul 21, 2026
SAX WEALTH ADVISORS, LLC History Added to 3,285 1,068 0.03% 0.03% 1098 +1,047 46.78% Q3 2026 Oct 13, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 3,268 1,063 0.14% 0.15% 1099 -94 -2.8% Q3 2026 Oct 19, 2026
PROFUND ADVISORS LLC History Added to 3,268 1,062 0.03% 0.03% 1100 +246 8.14% Q3 2026 Oct 28, 2026
Pure Financial Advisors, LLC History No change 3,118 1,062 0.01% 0.01% 1101 0 0.0% Q2 2026 Aug 14, 2026
NATURAL INVESTMENTS, LLC History No change 3,100 1,056 0.23% 0.23% 1102 0 0.0% Q2 2026 Jul 31, 2026
Meridian Wealth Advisors, LLC History No change 3,098 1,055 0.12% 0.12% 1103 0 0.0% Q2 2026 Aug 14, 2026
CASTLEKEEP INVESTMENT ADVISORS LLC History No change 3,078 1,048 0.52% 0.52% 1104 0 0.0% Q2 2026 Aug 14, 2026
First American Bank History Added to 3,221 1,047 0.06% 0.06% 1105 +87 2.78% Q3 2026 Oct 27, 2026
Invera Wealth Advisors, LLC History Added to 3,222 1,047 0.54% 0.58% 1106 +66 2.09% Q3 2026 Oct 28, 2026
Advyzon Investment Management, LLC History No change 3,070 1,046 0.08% 0.08% 1107 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History Added to 3,210 1,044 0.48% 0.5% 1110 +20 0.63% Q3 2026 Oct 14, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 3,212 1,044 0.04% 0.04% 1108 +1 0.03% Q3 2026 Oct 26, 2026
Mill Capital Management, LLC History No change 3,210 1,044 0.07% 0.07% 1109 0 0.0% Q3 2026 Oct 26, 2026
Sovran Advisors, LLC History Added to 2,879 1,042 0.07% 0.07% 1111 +122 4.43% Q3 2026 Oct 30, 2026
CIM INVESTMENT MANAGEMENT INC History No change 3,054 1,040 0.25% 0.25% 1112 0 0.0% Q2 2026 Sep 29, 2026
Hilltop Holdings Inc. History No change 3,050 1,039 0.08% 0.08% 1113 0 0.0% Q2 2026 Aug 13, 2026
Grove Bank & Trust History Added to 3,193 1,038 0.1% 0.11% 1114 +24 0.76% Q3 2026 Oct 08, 2026
First Bank & Trust History Added to 3,158 1,027 0.15% 0.16% 1115 +9 0.29% Q3 2026 Oct 16, 2026
DENALI ADVISORS LLC History No change 3,000 1,022 0.1% 0.1% 1116 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 2,994 1,020 0.08% 0.08% 1117 0 0.0% Q2 2026 Jul 14, 2026
MITCHELL SINKLER & STARR/PA History Reduced 3,135 1,019 0.41% 0.45% 1118 -6 -0.19% Q3 2026 Oct 13, 2026
Canopy Partners, LLC History Added to 3,126 1,016 0.29% 0.31% 1119 +126 4.2% Q3 2026 Oct 28, 2026
M Holdings Securities, Inc. History New 2,760 1,012 0.06% — 1120 +2,760 New Q3 2026 Nov 03, 2026
Bryn Mawr Trust Advisors, LLC History Reduced 3,109 1,011 0.04% 0.05% 1121 -134 -4.13% Q3 2026 Nov 03, 2026
Stanley-Laman Group, Ltd. History No change 3,101 1,008 0.11% 0.11% 1122 0 0.0% Q3 2026 Oct 20, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 2,957 1,007 0.11% 0.11% 1123 0 0.0% Q2 2026 Jul 09, 2026
Simmons Bank History No change 2,947 1,004 0.06% 0.06% 1124 0 0.0% Q2 2026 Jul 31, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 3,085 1,003 0.04% 0.02% 1125 -1,443 -31.87% Q3 2026 Oct 21, 2026
Williams Jones Wealth Management, LLC. History No change 2,943 1,002 0.01% 0.01% 1126 0 0.0% Q2 2026 Aug 05, 2026
Carnegie Lake Advisors LLC History Added to 8,125 1,000 0.37% 0.39% 1127 +5,050 164.23% Q3 2026 Nov 03, 2026
HUB Investment Partners, LLC History Added to 3,069 998 0.02% 0.02% 1128 +395 14.77% Q3 2026 Nov 03, 2026
Cascade Financial Partners, LLC History No change 2,928 997 0.09% 0.09% 1129 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History Added to 3,061 995 0.02% 0.02% 1130 +411 15.51% Q3 2026 Nov 02, 2026
Kennebec Savings Bank History Added to 3,055 993 0.79% 0.83% 1132 +34 1.13% Q3 2026 Oct 22, 2026
HBK Sorce Advisory LLC History No change 2,817 993 0.02% 0.02% 1131 0 0.0% Q2 2026 Aug 06, 2026
One Capital Management, LLC History No change 3,042 991 0.03% 0.03% 1133 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History Added to 3,046 990 0.12% 0.12% 1134 +22 0.73% Q3 2026 Oct 16, 2026
United Asset Strategies, Inc. History Added to 3,034 986 0.07% 0.07% 1135 +32 1.07% Q3 2026 Oct 28, 2026
Everhart Financial Group, Inc. History No change 3,027 984 0.06% 0.07% 1136 0 0.0% Q3 2026 Oct 08, 2026
Qtron Investments LLC History No change 2,871 978 0.13% 0.13% 1137 0 0.0% Q2 2026 Aug 13, 2026
Capula Management Ltd History No change 2,868 977 0.0% 0.0% 1138 0 0.0% Q2 2026 Aug 14, 2026
VIAWEALTH, LLC History No change 2,870 977 0.49% 0.49% 1139 0 0.0% Q2 2026 Aug 11, 2026
Bull Street Advisors, LLC History No change 3,000 976 0.44% 0.47% 1140 0 0.0% Q3 2026 Oct 20, 2026
Finivi Inc. History No change 3,000 975 0.47% 0.52% 1141 0 0.0% Q3 2026 Oct 13, 2026
RMR Wealth Builders History Reduced 2,985 973 0.06% 0.06% 1142 -49 -1.62% Q3 2026 Oct 22, 2026
1ST SOURCE BANK History No change 2,855 972 0.04% 0.04% 1143 0 0.0% Q2 2026 Aug 06, 2026
Columbia Asset Management History Reduced 2,975 967 0.17% 0.18% 1144 -137 -4.4% Q3 2026 Oct 19, 2026
Financial Security Advisor, Inc. History Reduced 2,949 962 0.16% 0.19% 1145 -420 -12.47% Q3 2026 Nov 03, 2026
Balefire, LLC History Reduced 2,956 961 0.15% 0.19% 1146 -449 -13.19% Q3 2026 Oct 09, 2026
Crescent Sterling, Ltd. History Added to 2,943 957 0.79% 0.83% 1147 +208 7.61% Q3 2026 Oct 16, 2026
CWS Financial Advisors, LLC History Reduced 2,935 954 0.21% 0.22% 1148 -10 -0.34% Q3 2026 Oct 16, 2026
Rothschild Wealth LLC History No change 2,800 954 0.08% 0.08% 1149 0 0.0% Q2 2026 Aug 11, 2026
Resonant Capital Advisors, LLC History Added to 2,912 950 0.05% 0.05% 1150 +70 2.46% Q3 2026 Oct 15, 2026
HOHIMER WEALTH MANAGEMENT, LLC History Added to 2,916 948 0.09% 0.09% 1151 +136 4.89% Q3 2026 Nov 03, 2026
44 WEALTH MANAGEMENT LLC History No change 2,755 938 0.31% 0.31% 1152 0 0.0% Q2 2026 Aug 14, 2026
RATIONAL ADVISORS, INC. History New 2,848 926 0.09% — 1154 +2,848 New Q3 2026 Nov 02, 2026
Waterloo Capital, L.P. History No change 2,719 926 0.05% 0.05% 1153 0 0.0% Q2 2026 Jul 29, 2026
Apella Capital, LLC History Added to 2,758 923 0.01% 0.01% 1155 +1,017 58.41% Q3 2026 Oct 08, 2026
Transamerica Financial Advisors, LLC History No change 2,687 916 0.08% 0.08% 1156 0 0.0% Q2 2026 Aug 14, 2026
Ranch Capital Advisors Inc. History No change 2,679 914 0.29% 0.29% 1157 0 0.0% Q2 2026 Aug 03, 2026
PDS Planning, Inc History Added to 2,806 912 0.05% 0.05% 1158 +20 0.72% Q3 2026 Nov 03, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 2,661 908 0.03% 0.03% 1159 0 0.0% Q2 2026 Jul 21, 2026
RIVERSEDGE ADVISORS, LLC History Added to 2,791 907 0.11% 0.11% 1160 +431 18.26% Q3 2026 Oct 09, 2026
Triad Wealth Partners, LLC History Added to 2,779 904 0.05% 0.06% 1162 +4 0.14% Q3 2026 Oct 26, 2026
Merrion Investment Management Co, LLC History No change 2,771 904 0.45% 0.45% 1161 0 0.0% Q3 2026 Oct 16, 2026
Avestar Capital, LLC History Reduced 2,765 900 0.07% 0.05% 1163 -108 -3.76% Q3 2026 Oct 28, 2026
Segment Wealth Management, LLC History Reduced 2,745 892 0.05% 0.05% 1164 -87 -3.07% Q3 2026 Oct 26, 2026
Abound Wealth Management History Added to 2,744 892 0.17% 0.18% 1165 +6 0.22% Q3 2026 Oct 26, 2026
WBH ADVISORY INC History No change 2,612 890 0.06% 0.06% 1166 0 0.0% Q2 2026 Aug 05, 2026
Cambria Investment Management, L.P. History No change 2,609 888 0.04% 0.04% 1167 0 0.0% Q2 2026 Aug 14, 2026
ANGELES WEALTH MANAGEMENT, LLC History Reduced 2,717 886 0.04% 0.04% 1168 -133 -4.67% Q3 2026 Oct 26, 2026
MBL Wealth, LLC History Added to 2,722 885 0.05% 0.03% 1171 +1,390 104.35% Q3 2026 Oct 22, 2026
TRUST CO OF TOLEDO NA /OH/ History Added to 2,723 885 0.07% 0.08% 1169 +40 1.49% Q3 2026 Oct 16, 2026
Dempze Nancy E History No change 2,600 885 0.42% 0.42% 1170 0 0.0% Q2 2026 Aug 12, 2026
Icon Wealth Advisors, LLC History No change 2,592 883 0.05% 0.05% 1172 0 0.0% Q2 2026 Aug 05, 2026
Sagewood Asset Management LP History No change 2,589 882 0.2% 0.2% 1173 0 0.0% Q2 2026 Jul 29, 2026
1776 Wealth LLC History No change 2,584 880 0.31% 0.31% 1174 0 0.0% Q2 2026 Aug 10, 2026
Baker Ellis Asset Management LLC History Added to 2,689 874 0.1% 0.09% 1175 +275 11.39% Q3 2026 Oct 14, 2026
Keyes, Stange & Wooten Wealth Management, LLC History Reduced 2,672 869 0.41% 0.37% 1176 -24 -0.89% Q3 2026 Nov 02, 2026
NORDEN GROUP LLC History Reduced 2,669 868 0.07% 0.08% 1178 -133 -4.75% Q3 2026 Oct 20, 2026
Western Wealth Management, LLC History No change 2,549 868 0.03% 0.03% 1177 0 0.0% Q2 2026 Aug 14, 2026
Rossmore Private Capital History No change 2,659 867 0.07% 0.07% 1179 0 0.0% Q3 2026 Oct 27, 2026
Modera Wealth Management, LLC History Added to 2,655 863 0.01% 0.01% 1180 +465 21.23% Q3 2026 Oct 28, 2026
Gibbs Wealth Management History Added to 2,654 863 0.09% 0.1% 1181 +321 13.76% Q3 2026 Oct 22, 2026
Cross Staff Investments Inc History No change 2,649 861 0.51% 0.51% 1182 0 0.0% Q3 2026 Oct 22, 2026
YANKCOM Partnership History Added to 2,639 858 0.3% 0.31% 1183 +110 4.35% Q3 2026 Oct 15, 2026
Kera Capital Partners, Inc. History No change 2,510 855 0.08% 0.08% 1184 0 0.0% Q2 2026 Aug 14, 2026
AssuredPartners Investment Advisors, LLC History No change 2,510 855 0.08% 0.08% 1185 0 0.0% Q2 2026 Aug 10, 2026
Everest Financial Group LLC History No change 2,512 855 0.12% 0.12% 1186 0 0.0% Q2 2026 Aug 10, 2026
Adelphi Trust Co History Added to 2,626 854 0.56% 0.58% 1188 +38 1.47% Q3 2026 Oct 05, 2026
Bannerstone Capital Management, LLC History No change 2,508 854 0.72% 0.72% 1187 0 0.0% Q2 2026 Jul 31, 2026
City State Bank History No change 2,623 853 0.19% 0.2% 1189 0 0.0% Q3 2026 Oct 20, 2026
PFG Investments, LLC History No change 2,502 852 0.03% 0.03% 1190 0 0.0% Q2 2026 Jul 23, 2026
Knollwood Investment Advisory, LLC History No change 2,500 851 0.08% 0.08% 1191 0 0.0% Q2 2026 Aug 13, 2026
MONETARY MANAGEMENT GROUP INC History No change 2,495 850 0.17% 0.17% 1192 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History Added to 2,600 845 0.02% 0.02% 1193 +257 10.97% Q3 2026 Oct 16, 2026
Fi3 FINANCIAL ADVISORS, LLC History No change 5,102 845 0.2% 0.2% 1194 0 0.0% Q2 2026 Aug 14, 2026
QTR Family Wealth, LLC History Reduced 2,586 841 0.31% 0.38% 1195 -604 -18.93% Q3 2026 Nov 02, 2026
FIRETHORN WEALTH PARTNERS, LLC History Added to 2,581 839 0.27% 0.27% 1196 +147 6.04% Q3 2026 Oct 14, 2026
S-Bank Fund Management Ltd History No change 2,461 838 0.11% 0.11% 1197 0 0.0% Q2 2026 Aug 04, 2026
MAIRS & POWER INC History No change 2,456 836 0.01% 0.01% 1198 0 0.0% Q2 2026 Aug 14, 2026
Sky Investment Group LLC History Added to 2,565 834 0.09% 0.13% 1199 +156 6.48% Q3 2026 Oct 30, 2026
Howard Capital Management, LLC History Reduced 2,562 833 0.01% 0.01% 1201 -28 -1.08% Q3 2026 Oct 15, 2026
Destination Wealth Management History No change 2,447 833 0.02% 0.02% 1200 0 0.0% Q2 2026 Aug 14, 2026
Alta Advisers Ltd History Added to 2,544 827 0.12% 0.1% 1202 +1,288 102.55% Q3 2026 Nov 02, 2026
Coign Capital Advisors LLC History No change 2,425 826 0.37% 0.37% 1203 0 0.0% Q2 2026 Jul 29, 2026
HEADINVEST, LLC History No change 2,419 824 0.15% 0.15% 1204 0 0.0% Q2 2026 Aug 14, 2026
Greenfield Savings Bank History Reduced 2,522 820 0.31% 0.33% 1205 -21 -0.83% Q3 2026 Oct 07, 2026
Bison Wealth, LLC History Added to 2,368 817 0.07% 0.07% 1207 +181 8.28% Q3 2026 Oct 13, 2026
Point Windward Advisors Inc. History No change 2,400 817 0.36% 0.36% 1206 0 0.0% Q2 2026 Jul 30, 2026
ProCore Advisors, LLC History Reduced 2,507 815 0.99% 1.06% 1208 -15 -0.59% Q3 2026 Oct 13, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 2,391 814 0.56% 0.56% 1209 0 0.0% Q2 2026 Aug 11, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 2,375 809 0.01% 0.01% 1210 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 2,372 808 0.04% 0.04% 1211 0 0.0% Q2 2026 Aug 20, 2026
Mesirow Financial Investment Management, Inc. History No change 2,367 806 0.01% 0.01% 1212 0 0.0% Q2 2026 Jul 22, 2026
Sawyer & Company, Inc History Added to 2,462 800 0.27% 0.23% 1213 +409 19.92% Q3 2026 Oct 21, 2026
First Affirmative Financial Network History New 2,458 799 0.18% — 1215 +2,458 New Q3 2026 Oct 21, 2026
Provenance Wealth Advisors, LLC History Added to 2,458 799 0.05% 0.03% 1214 +1,454 144.82% Q3 2026 Oct 30, 2026
Valley Brook Capital Group, Inc. History No change 2,455 798 0.45% 0.47% 1216 0 0.0% Q3 2026 Oct 26, 2026
Burford Brothers, Inc. History No change 2,454 798 0.29% 0.31% 1217 0 0.0% Q3 2026 Oct 21, 2026
Copeland Capital Management, LLC History New 2,453 797 0.02% — 1218 +2,453 New Q3 2026 Oct 13, 2026
Collaborative Fund Advisors, LLC History Added to 2,446 795 0.43% 0.37% 1219 +600 32.5% Q3 2026 Nov 02, 2026
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV History No change 2,324 791 0.2% 0.2% 1220 0 0.0% Q2 2026 Aug 12, 2026
GATEWAY INVESTMENT ADVISERS LLC History Added to 2,431 790 0.01% 0.01% 1221 +512 26.68% Q3 2026 Oct 13, 2026
AdvisorNet Financial, Inc History Reduced 2,256 789 0.04% 0.04% 1222 -29 -1.27% Q3 2026 Oct 15, 2026
Pflug Koory, LLC History Added to 2,423 788 0.32% 0.3% 1223 +239 10.94% Q3 2026 Oct 26, 2026
Avior Wealth Management, LLC History Reduced 2,415 785 0.02% 0.03% 1224 -522 -17.77% Q3 2026 Oct 13, 2026
EVERETT HARRIS & CO /CA/ History No change 2,412 784 0.01% 0.01% 1225 0 0.0% Q3 2026 Oct 28, 2026
Net Worth Advisory Group History Reduced 2,363 782 0.2% 0.21% 1226 -47 -1.95% Q3 2026 Oct 19, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 2,292 780 0.05% 0.05% 1227 0 0.0% Q2 2026 Jul 31, 2026
Covington Investment Advisors Inc. History No change 2,284 778 0.1% 0.1% 1228 0 0.0% Q2 2026 Aug 13, 2026
CIDEL ASSET MANAGEMENT INC History No change 2,368 770 0.04% 0.04% 1229 0 0.0% Q3 2026 Oct 28, 2026
Purkiss Capital Advisors LLC History No change 2,262 770 0.29% 0.29% 1230 0 0.0% Q2 2026 Jul 30, 2026
Wick Capital Partners, LLC History No change 2,257 769 0.12% 0.12% 1231 0 0.0% Q2 2026 Aug 14, 2026
NICOLET BANKSHARES INC History No change 2,175 762 0.02% 0.02% 1232 0 0.0% Q2 2026 Aug 11, 2026
Montecito Bank & Trust History Reduced 2,341 761 0.12% 0.12% 1233 -31 -1.31% Q3 2026 Oct 01, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 2,221 757 0.01% 0.01% 1234 0 0.0% Q2 2026 Aug 11, 2026
Avidian Wealth Enterprises, LLC History Added to 2,326 756 0.02% 0.02% 1235 +260 12.58% Q3 2026 Oct 08, 2026
West Family Investments, Inc. History No change 2,214 754 0.22% 0.22% 1236 0 0.0% Q2 2026 Aug 10, 2026
GS Investments, Inc. History No change 2,215 754 0.54% 0.54% 1237 0 0.0% Q2 2026 Aug 06, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 2,318 753 0.19% 0.2% 1238 -30 -1.28% Q3 2026 Nov 02, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 2,311 751 0.42% 0.45% 1239 +3 0.13% Q3 2026 Oct 22, 2026
MEANS INVESTMENT CO., INC. History Added to 2,305 749 0.05% 0.06% 1240 +1 0.04% Q3 2026 Nov 03, 2026
Connecticut Wealth Management, LLC History Reduced 2,300 748 0.03% 0.03% 1241 -60 -2.54% Q3 2026 Oct 13, 2026
Farrell Financial LLC History No change 2,286 743 0.4% 0.42% 1242 0 0.0% Q3 2026 Oct 15, 2026
Delta Investment Management, LLC History No change 2,180 742 0.12% 0.12% 1243 0 0.0% Q2 2026 Aug 13, 2026
Sandy Cove Advisors, LLC History No change 2,180 742 0.19% 0.19% 1244 0 0.0% Q2 2026 Jul 07, 2026
Ironwood Investment Counsel, LLC History No change 2,172 740 0.1% 0.1% 1245 0 0.0% Q2 2026 Aug 05, 2026
Signal Advisors Wealth, LLC History Added to 2,259 734 0.03% 0.04% 1246 +144 6.81% Q3 2026 Oct 13, 2026
Evansbrook LLC History No change 2,258 734 0.43% 0.46% 1247 0 0.0% Q3 2026 Oct 16, 2026
OpenArc Corporate Advisory, LLC History Added to 2,255 733 0.01% 0.01% 1248 +254 12.69% Q3 2026 Oct 21, 2026
Center for Financial Planning, Inc. History Added to 2,248 731 0.07% 0.07% 1249 +127 5.99% Q3 2026 Oct 26, 2026
TKG Advisors, LLC History No change 2,242 729 0.25% 0.27% 1250 0 0.0% Q3 2026 Oct 30, 2026
BOYAR ASSET MANAGEMENT INC. History No change 2,132 726 0.42% 0.42% 1251 0 0.0% Q2 2026 Aug 14, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 2,327 726 0.1% 0.1% 1252 0 0.0% Q2 2026 Aug 11, 2026
PCM Encore, LLC History No change 2,133 726 0.13% 0.13% 1253 0 0.0% Q2 2026 Aug 11, 2026
Family Manage LLC History No change 2,129 725 0.07% 0.07% 1254 0 0.0% Q2 2026 Aug 14, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 2,221 722 0.18% 0.2% 1255 -93 -4.02% Q3 2026 Nov 02, 2026
Henry James International Management Inc. History No change 2,221 722 0.22% 0.23% 1256 0 0.0% Q3 2026 Oct 14, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 2,110 718 0.19% 0.19% 1257 0 0.0% Q2 2026 Aug 17, 2026
SOMERVILLE KURT F History No change 2,100 715 0.17% 0.17% 1258 0 0.0% Q2 2026 Aug 10, 2026
FLC Capital Advisors History No change 2,091 712 0.11% 0.11% 1259 0 0.0% Q2 2026 Jul 20, 2026
Strategic Financial Services, Inc. History No change 2,087 711 0.03% 0.03% 1260 0 0.0% Q2 2026 Aug 24, 2026
National Philanthropic Trust History No change 2,087 711 0.01% 0.01% 1261 0 0.0% Q2 2026 Aug 14, 2026
Regal Investment Advisors LLC History No change 2,085 710 0.04% 0.04% 1262 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 2,086 710 0.06% 0.06% 1263 0 0.0% Q2 2026 Aug 06, 2026
CARDIFF PARK ADVISORS, LLC History No change 2,086 710 0.06% 0.06% 1264 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 2,079 708 0.17% 0.17% 1265 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Wealth Management, LLC History Added to 2,168 705 0.12% 0.1% 1267 +296 15.81% Q3 2026 Nov 03, 2026
Sound View Wealth Advisors Group, LLC History No change 2,069 705 0.04% 0.04% 1266 0 0.0% Q2 2026 Aug 11, 2026
American Trust History No change 2,066 703 0.05% 0.05% 1268 0 0.0% Q2 2026 Aug 14, 2026
MidFirst Bank History No change 2,055 700 0.05% 0.05% 1269 0 0.0% Q2 2026 Aug 07, 2026
Bolthouse Investments, LLC History No change 2,050 698 0.57% 0.57% 1270 0 0.0% Q2 2026 Aug 11, 2026
Cetera Trust Company, N.A History No change 2,050 698 0.35% 0.35% 1271 0 0.0% Q2 2026 Aug 13, 2026
L2 Asset Management, LLC History No change 2,046 697 0.07% 0.07% 1272 0 0.0% Q2 2026 Aug 13, 2026
MONECO ADVISORS, LLC History No change 2,043 696 0.04% 0.04% 1273 0 0.0% Q2 2026 Aug 11, 2026
Golden Reserve Retirement LLC History New 2,133 693 0.1% — 1277 +2,133 New Q3 2026 Oct 30, 2026
G&S Capital LLC History Reduced 2,132 693 0.2% 0.21% 1276 -33 -1.52% Q3 2026 Oct 23, 2026
BOSTON FAMILY OFFICE LLC History No change 2,035 693 0.04% 0.04% 1274 0 0.0% Q2 2026 Aug 12, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 2,132 693 0.28% 0.29% 1275 0 0.0% Q3 2026 Oct 15, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 2,129 692 0.01% 0.01% 1279 +16 0.76% Q3 2026 Oct 13, 2026
FOUNDATION RESOURCE MANAGEMENT INC History No change 2,129 692 0.07% 0.08% 1278 0 0.0% Q3 2026 Oct 19, 2026
TICINO WEALTH History Reduced 2,127 691 0.21% 0.24% 1280 -136 -6.01% Q3 2026 Oct 13, 2026
Ausdal Financial Partners, Inc. History No change 2,022 688 0.03% 0.03% 1281 0 0.0% Q2 2026 Aug 14, 2026
Forum Financial Management, LP History No change 2,105 684 0.01% 0.01% 1282 0 0.0% Q3 2026 Oct 16, 2026
Worth Financial Advisory Group, LLC History Added to 2,101 683 0.28% 0.27% 1283 +195 10.23% Q3 2026 Oct 19, 2026
SHELTON CAPITAL MANAGEMENT History No change 1,991 678 0.01% 0.01% 1284 0 0.0% Q2 2026 Aug 14, 2026
Blake Schutter Theil Wealth Advisors, LLC History Reduced 2,082 677 0.47% 0.51% 1286 -124 -5.62% Q3 2026 Nov 02, 2026
HANCOCK WHITNEY CORP History No change 1,989 677 0.01% 0.01% 1285 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History Added to 2,081 676 0.03% 0.02% 1287 +696 50.25% Q3 2026 Oct 20, 2026
RFG Advisory, LLC History Added to 2,073 674 0.01% 0.01% 1288 +36 1.77% Q3 2026 Nov 03, 2026
Simplicity Wealth,LLC History Added to 2,069 673 0.02% 0.02% 1290 +613 42.1% Q3 2026 Oct 23, 2026
Kovack Advisors, Inc. History No change 1,958 673 0.03% 0.03% 1289 0 0.0% Q2 2026 Jul 28, 2026
Fideuram Asset Management (Ireland) dac History Reduced 1,956 669 0.01% 0.13% 1291 -18,310 -90.35% Q3 2026 Oct 29, 2026
Baron Wealth Management LLC History Added to 2,053 667 0.17% 0.18% 1293 +9 0.44% Q3 2026 Oct 27, 2026
Jefferies Financial Group Inc. History No change 1,959 667 0.0% 0.0% 1292 0 0.0% Q2 2026 Aug 17, 2026
Strathmore Capital Advisors, Inc. History No change 1,878 666 0.18% 0.18% 1294 0 0.0% Q2 2026 Aug 10, 2026
Vantage Point Financial LLC History No change 1,955 666 0.2% 0.2% 1295 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 1,949 663 0.06% 0.06% 1296 0 0.0% Q2 2026 Aug 11, 2026
Tannin Capital LLC History No change 1,944 662 0.44% 0.44% 1297 0 0.0% Q2 2026 Aug 04, 2026
PEDDOCK CAPITAL ADVISORS, LLC History No change 2,025 658 0.13% 0.14% 1298 0 0.0% Q3 2026 Oct 16, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 2,022 657 0.04% 0.05% 1300 -575 -22.14% Q3 2026 Oct 09, 2026
Northside Capital Management, LLC History Added to 2,023 657 0.05% 0.06% 1299 +27 1.35% Q3 2026 Oct 13, 2026
3Chopt Investment Partners, LLC History Added to 2,003 653 0.12% 0.11% 1301 +287 16.72% Q3 2026 Oct 30, 2026
Facet Wealth, Inc. History Reduced 2,005 652 0.01% 0.01% 1303 -320 -13.76% Q3 2026 Nov 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 2,007 652 0.04% 0.04% 1302 +197 10.88% Q3 2026 Oct 13, 2026
Miller Capital Partners, Inc. History No change 1,911 651 0.25% 0.25% 1304 0 0.0% Q2 2026 Aug 12, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 2,000 650 0.16% 0.18% 1305 0 0.0% Q3 2026 Nov 03, 2026
EVERPAR ADVISORS LLC History No change 1,910 650 0.18% 0.18% 1306 0 0.0% Q2 2026 Jul 09, 2026
Blue Water Asset Management History Added to 1,986 646 0.21% 0.22% 1307 +6 0.3% Q3 2026 Nov 04, 2026
Smithfield Trust Co History No change 1,897 645 0.03% 0.03% 1308 0 0.0% Q2 2026 Aug 05, 2026
Expressive Wealth LLC History No change 1,893 645 0.61% 0.61% 1309 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History Added to 1,979 643 0.02% 0.02% 1310 +28 1.44% Q3 2026 Oct 14, 2026
1834 INVESTMENT ADVISORS CO History Added to 1,971 641 0.07% 0.07% 1311 +279 16.49% Q3 2026 Oct 16, 2026
First City Capital Management, Inc. History Reduced 1,972 641 0.31% 0.33% 1312 -20 -1.0% Q3 2026 Oct 27, 2026
NORTHWEST WEALTH MANAGEMENT, LLC History Added to 1,966 639 0.08% 0.09% 1313 +33 1.71% Q3 2026 Oct 30, 2026
HighPoint Advisor Group LLC History No change 1,875 638 0.02% 0.02% 1314 0 0.0% Q2 2026 Aug 05, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,941 631 0.03% 0.03% 1315 0 0.0% Q3 2026 Oct 14, 2026
Total Clarity Wealth Management, Inc. History Reduced 1,938 630 0.12% 0.14% 1316 -137 -6.6% Q3 2026 Oct 26, 2026
CHILDRESS CAPITAL ADVISORS, LLC History Added to 1,927 626 0.1% 0.1% 1317 +79 4.27% Q3 2026 Oct 27, 2026
Argos Wealth Advisors, LLC History Reduced 1,922 625 0.17% 0.2% 1319 -314 -14.04% Q3 2026 Nov 02, 2026
Cypress Capital Group History No change 1,922 625 0.06% 0.06% 1318 0 0.0% Q3 2026 Nov 03, 2026
SmartHarvest Portfolios, LLC History Reduced 1,913 622 0.24% 0.26% 1321 -467 -19.62% Q3 2026 Oct 26, 2026
Shore Point Advisors, LLC History Added to 1,913 622 0.2% 0.22% 1320 +1 0.05% Q3 2026 Oct 14, 2026
SAGE PRIVATE WEALTH GROUP, LLC History Added to 1,905 619 0.21% 0.29% 1322 +12 0.63% Q3 2026 Oct 21, 2026
Phillips Wealth Planners LLC History No change 1,724 619 0.46% 0.46% 1323 0 0.0% Q2 2026 Aug 07, 2026
Atlanta Consulting Group Advisors, LLC History No change 1,818 619 0.1% 0.1% 1324 0 0.0% Q2 2026 Aug 14, 2026
First County Bank /CT/ History Added to 1,901 618 0.29% 0.29% 1325 +79 4.34% Q3 2026 Oct 13, 2026
Investment Research Partners LLC History Added to 1,898 617 0.21% 0.21% 1326 +48 2.59% Q3 2026 Oct 19, 2026
Compagnie Lombard Odier SCmA History Added to 1,895 616 0.01% 0.01% 1327 +130 7.37% Q3 2026 Nov 04, 2026
MCF Advisors LLC History Added to 1,884 614 0.02% 0.02% 1328 +30 1.62% Q3 2026 Oct 28, 2026
Revolve Wealth Partners, LLC History Reduced 1,886 613 0.06% 0.08% 1329 -265 -12.32% Q3 2026 Oct 23, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,792 610 0.12% 0.12% 1330 0 0.0% Q2 2026 Jul 17, 2026
Versant Capital Management, Inc History Added to 1,872 608 0.05% 0.05% 1331 +109 6.18% Q3 2026 Oct 01, 2026
Hara Capital LLC History No change 1,862 607 0.29% 0.34% 1332 0 0.0% Q3 2026 Oct 30, 2026
Curat Global, LLC History Added to 1,865 606 0.52% 0.37% 1334 +612 48.84% Q3 2026 Oct 26, 2026
Essex Bank History Reduced 1,865 606 0.12% 0.14% 1333 -26 -1.37% Q3 2026 Oct 16, 2026
Mayflower Financial Advisors, LLC History No change 1,776 605 0.05% 0.05% 1335 0 0.0% Q2 2026 Jul 09, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 1,858 604 0.34% 0.38% 1336 -85 -4.37% Q3 2026 Oct 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 1,855 603 0.01% 0.01% 1337 +82 4.62% Q3 2026 Oct 13, 2026
Aprio Wealth Management, LLC History Added to 1,853 602 0.03% 0.03% 1340 +81 4.57% Q3 2026 Oct 28, 2026
Kathmere Capital Management, LLC History Added to 1,851 602 0.03% 0.03% 1339 +28 1.54% Q3 2026 Oct 20, 2026
Oakworth Capital, Inc. History Added to 1,851 602 0.03% 0.03% 1338 +12 0.65% Q3 2026 Oct 26, 2026
Stiles Financial Services Inc History Reduced 1,846 600 0.15% 0.17% 1341 -102 -5.24% Q3 2026 Oct 29, 2026
Tandem Wealth Advisors LLC History No change 1,750 596 0.24% 0.24% 1342 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 1,743 595 0.11% 0.11% 1343 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 1,823 592 0.04% 0.02% 1344 +1,212 198.36% Q3 2026 Oct 29, 2026
DAGCO, INC. History No change 1,813 589 0.1% 0.11% 1345 0 0.0% Q3 2026 Oct 20, 2026
May Hill Capital, LLC History Reduced 1,810 588 0.12% 0.13% 1346 -5 -0.28% Q3 2026 Nov 02, 2026
Quent Capital, LLC History No change 1,724 587 0.04% 0.04% 1347 0 0.0% Q2 2026 Aug 07, 2026
StrongBox Wealth, LLC History Added to 1,792 582 0.16% 0.17% 1348 +48 2.75% Q3 2026 Nov 02, 2026
Goelzer Investment Management, Inc. History Reduced 1,787 581 0.03% 0.03% 1349 -335 -15.79% Q3 2026 Oct 15, 2026
Global X Japan Co., Ltd. History Reduced 1,784 580 0.02% 0.02% 1350 -8 -0.45% Q3 2026 Oct 21, 2026
APPLETON PARTNERS INC/MA History Reduced 1,780 579 0.04% 0.04% 1351 -128 -6.71% Q3 2026 Oct 30, 2026
Ameritas Advisory Services, LLC History No change 1,699 578 0.01% 0.01% 1352 0 0.0% Q2 2026 Aug 14, 2026
OKABENA INVESTMENT SERVICES INC History No change 1,696 577 0.1% 0.1% 1353 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 1,695 577 0.02% 0.02% 1354 0 0.0% Q2 2026 Jul 27, 2026
Investment Partners Asset Management, Inc. History No change 1,774 576 0.31% 0.34% 1355 0 0.0% Q3 2026 Oct 08, 2026
B.A. Schrock Wealth Management, Inc. History New 1,737 575 0.21% — 1356 +1,737 New Q3 2026 Oct 14, 2026
COERENTE CAPITAL MANAGEMENT History No change 1,765 574 0.1% 0.11% 1357 0 0.0% Q3 2026 Oct 29, 2026
NORTHEAST INVESTMENT MANAGEMENT History No change 1,763 573 0.02% 0.02% 1358 0 0.0% Q3 2026 Oct 30, 2026
Clearstead Trust, LLC History No change 1,671 569 0.07% 0.07% 1359 0 0.0% Q2 2026 Aug 06, 2026
Avail Investment Partners, LLC History Added to 1,732 563 0.41% 0.44% 1361 +53 3.16% Q3 2026 Oct 16, 2026
SOUTH PLAINS FINANCIAL, INC. History No change 1,655 563 0.3% 0.3% 1360 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History Reduced 1,630 560 0.06% 0.07% 1362 -201 -10.98% Q3 2026 Oct 27, 2026
FIDUCIARY FAMILY OFFICE, LLC History Added to 1,711 556 0.12% 0.14% 1364 +18 1.06% Q3 2026 Nov 04, 2026
Strategic Wealth Partners, Ltd. History No change 1,632 556 0.03% 0.03% 1363 0 0.0% Q2 2026 Aug 12, 2026
PGIM Custom Harvest LLC History No change 1,631 555 0.01% 0.01% 1365 0 0.0% Q2 2026 Aug 13, 2026
Tributary Capital Management, LLC History No change 1,705 554 0.05% 0.05% 1366 0 0.0% Q3 2026 Oct 28, 2026
Edgestream Partners, L.P. History No change 1,623 553 0.02% 0.02% 1367 0 0.0% Q2 2026 Aug 11, 2026
Rede Wealth, LLC History No change 1,703 553 0.18% 0.19% 1368 0 0.0% Q3 2026 Oct 22, 2026
Legal Advantage Investments, Inc. History No change 1,700 552 0.12% 0.2% 1369 0 0.0% Q3 2026 Oct 13, 2026
Clearwave Capital, LLC History Added to 1,694 551 0.29% 0.32% 1371 +4 0.24% Q3 2026 Oct 27, 2026
Empower Advisory Group, LLC History No change 1,618 551 0.0% 0.0% 1370 0 0.0% Q2 2026 Aug 12, 2026
ATLAS CAPITAL ADVISORS INC. History No change 1,614 549 0.06% 0.06% 1372 0 0.0% Q2 2026 Aug 13, 2026
E&G Advisors, LLC History No change 1,689 549 0.11% 0.11% 1373 0 0.0% Q3 2026 Oct 13, 2026
Bell Bank History Added to 1,681 546 0.02% 0.02% 1374 +86 5.39% Q3 2026 Oct 20, 2026
Flatrock Wealth Partners LLC History No change 1,596 545 0.21% 0.21% 1375 0 0.0% Q2 2026 Aug 14, 2026
Defiance ETFs, LLC History No change 1,544 543 0.01% 0.01% 1376 0 0.0% Q2 2026 Aug 14, 2026
PATRON PARTNERS, LLC History No change 1,596 543 0.21% 0.21% 1377 0 0.0% Q2 2026 Aug 11, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,593 543 0.09% 0.09% 1378 0 0.0% Q2 2026 Aug 10, 2026
Aspire Growth Partners LLC History No change 1,589 541 0.31% 0.31% 1379 0 0.0% Q2 2026 Jul 29, 2026
Zhang Financial LLC History No change 1,586 540 0.02% 0.02% 1380 0 0.0% Q2 2026 Jul 30, 2026
Quotient Wealth Partners, LLC History No change 1,573 536 0.01% 0.01% 1381 0 0.0% Q2 2026 Aug 03, 2026
Ethos Financial Group, LLC History No change 1,481 535 0.04% 0.04% 1382 0 0.0% Q2 2026 Aug 07, 2026
Interchange Capital Partners, LLC History Added to 1,643 534 0.09% 0.1% 1383 +38 2.37% Q3 2026 Oct 27, 2026
Bridgewater Advisors Inc. History No change 1,560 533 0.03% 0.03% 1384 0 0.0% Q2 2026 Aug 05, 2026
Bank of New Hampshire History No change 1,637 532 0.11% 0.12% 1385 0 0.0% Q3 2026 Oct 06, 2026
Bill Few Associates, Inc. History Reduced 1,632 530 0.11% 0.12% 1386 -45 -2.68% Q3 2026 Oct 09, 2026
Hilton Head Capital Partners, LLC History Reduced 1,625 528 0.29% 0.32% 1388 -238 -12.78% Q3 2026 Oct 23, 2026
Wagner Wealth Management, Corp History Reduced 1,624 528 0.41% 0.47% 1387 -86 -5.03% Q3 2026 Oct 20, 2026
Cushing Capital Partners, LLC History Added to 1,623 527 0.32% 0.35% 1389 +143 9.66% Q3 2026 Oct 20, 2026
Heron Bay Capital Management History No change 1,545 526 0.05% 0.05% 1390 0 0.0% Q2 2026 Aug 11, 2026
CenterStar Asset Management, LLC History New 1,612 525 0.12% — 1392 +1,612 New Q3 2026 Oct 09, 2026
Freestone Capital Holdings, LLC History No change 1,542 525 0.01% 0.01% 1391 0 0.0% Q2 2026 Jul 31, 2026
Vermillion & White Wealth Management Group, LLC History No change 1,540 524 0.27% 0.27% 1393 0 0.0% Q2 2026 Aug 18, 2026
OneAscent Financial Services LLC History No change 1,534 522 0.02% 0.02% 1394 0 0.0% Q2 2026 Aug 11, 2026
OneAscent Wealth Management LLC History No change 1,533 522 0.16% 0.16% 1395 0 0.0% Q2 2026 Aug 11, 2026
TILIA FIDUCIARY PARTNERS, INC. History Reduced 1,604 521 0.24% 0.27% 1396 -77 -4.58% Q3 2026 Oct 09, 2026
BSW Wealth Partners History No change 1,528 520 0.06% 0.06% 1397 0 0.0% Q2 2026 Jul 15, 2026
Broyhill Asset Management, LLC History No change 1,523 518 0.46% 0.46% 1398 0 0.0% Q2 2026 Aug 04, 2026
CONNING INC. History Reduced 1,592 517 0.02% 0.02% 1399 -56 -3.4% Q3 2026 Oct 27, 2026
Eagle Bluffs Wealth Management LLC History No change 1,586 517 0.18% 0.18% 1400 0 0.0% Q3 2026 Oct 20, 2026
Evernest Financial Advisors, LLC History No change 1,518 517 0.11% 0.11% 1401 0 0.0% Q2 2026 Aug 05, 2026
Caitong International Asset Management Co., Ltd History New 1,589 516 0.05% — 1403 +1,589 New Q3 2026 Oct 29, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,513 516 0.01% 0.01% 1402 0 0.0% Q2 2026 Aug 13, 2026
Allegiance Financial Group Advisory Services LLC History Added to 1,580 515 0.08% 0.08% 1404 +238 17.73% Q3 2026 Nov 02, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 1,576 514 0.03% 0.03% 1405 0 0.0% Q3 2026 Oct 30, 2026
Root Financial Partners, LLC History Added to 1,576 512 0.02% 0.02% 1407 +126 8.69% Q3 2026 Oct 21, 2026
ROBERTS GLORE & CO INC /IL/ History No change 1,503 512 0.13% 0.13% 1406 0 0.0% Q2 2026 Aug 10, 2026
OSLO PENSJONSFORSIKRING AS History No change 1,562 508 0.06% 0.06% 1408 0 0.0% Q3 2026 Oct 15, 2026
GHP Investment Advisors, Inc. History Reduced 1,556 506 0.02% 0.02% 1409 -49 -3.05% Q3 2026 Oct 15, 2026
LeClair Wealth Partners LLC History No change 1,486 506 0.26% 0.26% 1410 0 0.0% Q2 2026 Aug 04, 2026
W.H. Cornerstone Investments Inc. History Reduced 1,555 505 0.28% 0.31% 1411 -64 -3.95% Q3 2026 Nov 03, 2026
Steigerwald, Gordon & Koch Inc. History No change 1,480 504 0.05% 0.05% 1412 0 0.0% Q2 2026 Jul 22, 2026
MFA Wealth Services History Reduced 1,548 503 0.3% 0.33% 1413 -90 -5.49% Q3 2026 Oct 13, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 1,545 502 0.05% 0.05% 1414 -67 -4.16% Q3 2026 Oct 27, 2026
Madrid Wealth Management, LLC History No change 1,545 502 0.32% 0.35% 1415 0 0.0% Q3 2026 Oct 23, 2026
Palisade Asset Management, LLC History No change 1,541 501 0.05% 0.05% 1416 0 0.0% Q3 2026 Nov 03, 2026
Astoria Portfolio Advisors LLC. History No change 1,472 501 0.08% 0.08% 1417 0 0.0% Q2 2026 Jul 28, 2026
Pointe Capital Management LLC History No change 1,459 497 0.22% 0.22% 1418 0 0.0% Q2 2026 Aug 14, 2026
ABLES, IANNONE, MOORE & ASSOCIATES, INC. History No change 1,531 497 0.26% 0.28% 1419 0 0.0% Q3 2026 Oct 06, 2026
Revisor Wealth Management LLC History Added to 1,386 496 0.12% 0.11% 1422 +84 6.45% Q3 2026 Oct 20, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 1,525 496 0.01% 0.01% 1420 0 0.0% Q3 2026 Nov 03, 2026
MQS Management LLC History No change 1,457 496 0.61% 0.61% 1421 0 0.0% Q2 2026 Aug 07, 2026
UNIVEST FINANCIAL Corp History No change 1,452 494 0.02% 0.02% 1423 0 0.0% Q2 2026 Aug 07, 2026
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. History Added to 1,510 491 0.01% 0.01% 1424 +174 13.02% Q3 2026 Oct 22, 2026
Ballast Rock Private Wealth LLC History No change 1,503 490 0.23% 0.24% 1425 0 0.0% Q3 2026 Oct 26, 2026
STEINBERG ASSET MANAGEMENT LLC History No change 1,500 489 0.32% 0.32% 1426 0 0.0% Q3 2026 Oct 29, 2026
Optas, LLC History No change 1,435 488 0.07% 0.07% 1427 0 0.0% Q2 2026 Jul 21, 2026
SFMG, LLC History No change 1,431 487 0.03% 0.03% 1428 0 0.0% Q2 2026 Aug 13, 2026
Summit Global Investments History Reduced 1,491 485 0.02% 0.03% 1429 -34 -2.23% Q3 2026 Oct 28, 2026
First Western Trust Bank History No change 1,419 483 0.02% 0.02% 1430 0 0.0% Q2 2026 Jul 29, 2026
IFC Advisors LLC History No change 1,419 483 0.06% 0.06% 1431 0 0.0% Q2 2026 Aug 05, 2026
LYNCH & ASSOCIATES/IN History Added to 1,481 481 0.07% 0.08% 1432 +80 5.71% Q3 2026 Oct 13, 2026
BIP Wealth, LLC History Reduced 1,480 481 0.01% 0.01% 1433 -40 -2.63% Q3 2026 Oct 22, 2026
Cornerstone Advisory, LLC History No change 1,410 480 0.04% 0.04% 1434 0 0.0% Q2 2026 Jul 29, 2026
MJP ASSOCIATES INC /ADV History No change 1,404 478 0.05% 0.05% 1435 0 0.0% Q2 2026 Aug 11, 2026
Salvus Wealth Management, LLC History Reduced 1,465 476 0.27% 0.28% 1436 -14 -0.95% Q3 2026 Oct 13, 2026
Carson Advisory Inc. History No change 1,398 476 0.22% 0.22% 1437 0 0.0% Q2 2026 Aug 11, 2026
AM INVESTMENT STRATEGIES LLC History No change 1,391 474 0.09% 0.09% 1438 0 0.0% Q2 2026 Jul 16, 2026
Guardian Wealth Advisors, LLC History Added to 1,328 473 0.23% 0.21% 1439 +71 5.65% Q3 2026 Oct 30, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,385 471 0.03% 0.03% 1440 0 0.0% Q2 2026 Aug 14, 2026
Strong Retirement Solutions LLC History Reduced 1,445 469 0.26% 0.3% 1441 -4 -0.28% Q3 2026 Oct 07, 2026
KINTRA WEALTH, LLC History No change 1,359 468 0.02% 0.02% 1442 0 0.0% Q2 2026 Aug 14, 2026
CRUX WEALTH ADVISORS History No change 1,374 468 0.16% 0.16% 1443 0 0.0% Q2 2026 Jul 21, 2026
waypoint wealth counsel History Added to 1,437 467 0.27% 0.28% 1444 +105 7.88% Q3 2026 Oct 22, 2026
Wynn Capital, LLC History Added to 1,437 467 0.21% 0.21% 1445 +65 4.74% Q3 2026 Oct 13, 2026
Flavin Financial Services, Inc. History Added to 1,434 466 0.25% 0.26% 1446 +96 7.17% Q3 2026 Oct 21, 2026
Peak Planning Group, LLC History No change 1,368 466 0.11% 0.11% 1447 0 0.0% Q2 2026 Aug 12, 2026
Applied Finance Capital Management, LLC History New 1,430 465 0.03% — 1449 +1,430 New Q3 2026 Nov 03, 2026
Manchester Capital Management LLC History Reduced 1,430 465 0.06% 0.06% 1448 -29 -1.99% Q3 2026 Oct 22, 2026
Plancorp, LLC History Added to 1,272 463 0.01% 0.01% 1450 +123 10.7% Q3 2026 Nov 02, 2026
Foster Victor Wealth Advisors, LLC History New 1,294 461 0.02% — 1452 +1,294 New Q3 2026 Oct 21, 2026
State of Wyoming History Reduced 1,419 461 0.04% 0.06% 1451 -194 -12.03% Q3 2026 Oct 28, 2026
SAPIENT CAPITAL LLC History Reduced 1,411 460 0.01% 0.01% 1453 -5 -0.35% Q3 2026 Oct 08, 2026
Bollard Group LLC History No change 1,347 459 0.01% 0.01% 1454 0 0.0% Q2 2026 Aug 12, 2026
LifeGoal Investments, LLC History Added to 1,404 456 0.14% 0.13% 1455 +562 66.75% Q3 2026 Oct 08, 2026
Integrated Advisors Network LLC History Added to 1,397 454 0.02% 0.02% 1456 +122 9.57% Q3 2026 Oct 20, 2026
Tyche Wealth Partners LLC History No change 1,332 454 0.06% 0.06% 1457 0 0.0% Q2 2026 Aug 06, 2026
LightSquare Wealth Management, LLC History Added to 1,386 450 0.3% 0.31% 1459 +72 5.48% Q3 2026 Nov 02, 2026
LMR Partners LLP History No change 1,323 450 0.0% 0.0% 1458 0 0.0% Q2 2026 Aug 14, 2026
Independence Bank of Kentucky History Added to 1,383 449 0.05% 0.05% 1460 +10 0.73% Q3 2026 Oct 26, 2026
PACES FERRY WEALTH ADVISORS, LLC History No change 1,320 449 0.17% 0.17% 1461 0 0.0% Q2 2026 Aug 13, 2026
Worthington Financial Partners, LLC History No change 1,381 449 0.38% 0.39% 1462 0 0.0% Q3 2026 Oct 13, 2026
Linden Thomas Advisory Services, LLC History Added to 1,379 448 0.04% 0.03% 1463 +122 9.71% Q3 2026 Oct 19, 2026
COURIER CAPITAL LLC History Reduced 1,372 446 0.02% 0.02% 1465 -2 -0.15% Q3 2026 Oct 19, 2026
ALERUS FINANCIAL NA History No change 1,311 446 0.02% 0.02% 1464 0 0.0% Q2 2026 Aug 13, 2026
Tradewinds, LLC. History No change 51,046 445 0.1% 0.1% 1466 0 0.0% Q2 2026 Aug 14, 2026
Cerro Pacific Wealth Advisors LLC History Added to 1,358 441 0.1% 0.1% 1468 +27 2.03% Q3 2026 Oct 22, 2026
E Fund Management Co., Ltd. History No change 1,296 441 0.01% 0.01% 1467 0 0.0% Q2 2026 Aug 10, 2026
Sterling Wealth Management, Inc. History No change 1,355 440 0.11% 0.11% 1469 0 0.0% Q3 2026 Oct 23, 2026
ANCHYRA PARTNERS LLC History Added to 1,351 439 0.09% 0.09% 1471 +235 21.06% Q3 2026 Oct 13, 2026
Strategic Investment Advisors / MI History No change 1,291 439 0.03% 0.03% 1470 0 0.0% Q2 2026 Aug 14, 2026
ZACKS INVESTMENT MANAGEMENT History No change 1,284 437 0.0% 0.0% 1472 0 0.0% Q2 2026 Aug 13, 2026
Odyssean, LLC History No change 1,280 436 0.07% 0.07% 1473 0 0.0% Q2 2026 Aug 14, 2026
MAINSAIL ASSET MANAGEMENT, LLC History Reduced 1,304 435 0.17% 0.2% 1475 -175 -11.83% Q3 2026 Oct 14, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 1,277 435 0.01% 0.01% 1474 0 0.0% Q2 2026 Aug 14, 2026
Councilmark Asset Management, LLC History No change 1,339 435 0.22% 0.24% 1476 0 0.0% Q3 2026 Oct 20, 2026
PROFFITT & GOODSON INC History No change 1,275 434 0.06% 0.06% 1477 0 0.0% Q2 2026 Jul 22, 2026
1900 WEALTH MANAGEMENT LLC History Added to 1,334 433 0.02% 0.01% 1478 +629 89.22% Q3 2026 Oct 13, 2026
STRATEGY ASSET MANAGERS LLC History Added to 1,329 432 0.07% 0.07% 1479 +19 1.45% Q3 2026 Oct 14, 2026
RMR Capital Management, LLC History No change 1,325 430 0.3% 0.31% 1480 0 0.0% Q3 2026 Oct 23, 2026
Hemenway Trust Co LLC History No change 1,260 429 0.03% 0.03% 1481 0 0.0% Q2 2026 Aug 10, 2026
McAdam, LLC History Added to 1,316 428 0.02% 0.02% 1484 +14 1.08% Q3 2026 Oct 21, 2026
Private Capital Management, LLC History No change 1,257 428 0.04% 0.04% 1482 0 0.0% Q2 2026 Aug 14, 2026
Elgethun Capital Management History No change 1,257 428 0.06% 0.06% 1483 0 0.0% Q2 2026 Jul 29, 2026
Northern Financial Advisors Inc History No change 1,315 427 0.28% 0.3% 1485 0 0.0% Q3 2026 Oct 28, 2026
Campbell & CO Investment Adviser LLC History No change 1,253 426 0.02% 0.02% 1486 0 0.0% Q2 2026 Aug 03, 2026
Rose Capital Advisors LLC History Added to 1,305 424 0.1% 0.13% 1487 +548 72.39% Q3 2026 Nov 04, 2026
PARTNERS WEALTH MANAGEMENT, LLC History New 1,299 423 0.04% — 1488 +1,299 New Q3 2026 Oct 28, 2026
Capital Analysts, LLC History No change 1,233 420 0.01% 0.01% 1489 0 0.0% Q2 2026 Aug 05, 2026
Belpointe Asset Management LLC History No change 1,235 420 0.01% 0.01% 1490 0 0.0% Q2 2026 Jul 31, 2026
Sage Financial Management Group, Inc. History No change 1,235 420 0.12% 0.12% 1491 0 0.0% Q2 2026 Jul 24, 2026
Orange Investment Advisors, Inc. History Reduced 1,290 419 0.05% 0.05% 1492 -10 -0.77% Q3 2026 Oct 23, 2026
Strategic Advisors LLC History Added to 1,289 419 0.09% 0.1% 1493 +3 0.23% Q3 2026 Oct 13, 2026
TOWER BRIDGE ADVISORS History No change 1,228 418 0.04% 0.04% 1494 0 0.0% Q2 2026 Aug 12, 2026
Naviter Wealth, LLC History No change 1,222 417 0.04% 0.04% 1495 0 0.0% Q2 2026 Aug 07, 2026
BlackDiamond Wealth Management, LLC History No change 1,198 417 0.17% 0.17% 1496 0 0.0% Q2 2026 Aug 11, 2026
CVA Family Office, LLC History No change 1,218 415 0.04% 0.04% 1497 0 0.0% Q2 2026 Aug 07, 2026
Corps Capital Advisors, LLC History No change 1,220 415 0.33% 0.33% 1498 0 0.0% Q2 2026 Jul 22, 2026
Park Edge Advisors, LLC History Added to 1,264 411 0.09% 0.09% 1500 +40 3.27% Q3 2026 Oct 28, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,207 411 0.04% 0.04% 1499 0 0.0% Q2 2026 Jul 27, 2026
Innovative Asset Advisors Group, LLC History No change 1,202 410 0.18% 0.18% 1501 0 0.0% Q2 2026 Aug 05, 2026
Trust Co of the South History No change 1,258 409 0.06% 0.06% 1502 0 0.0% Q3 2026 Oct 21, 2026
Quaker Wealth Management, LLC History Added to 1,255 408 0.12% 0.12% 1503 +1 0.08% Q3 2026 Oct 22, 2026
Kaufman Rossin Wealth, LLC History Added to 1,249 406 0.16% 0.1% 1507 +648 107.82% Q3 2026 Oct 19, 2026
CHILTON CAPITAL MANAGEMENT LLC History Added to 1,250 406 0.01% 0.01% 1505 +149 13.53% Q3 2026 Oct 28, 2026
FUKOKU MUTUAL LIFE INSURANCE CO History No change 1,192 406 0.02% 0.02% 1504 0 0.0% Q2 2026 Jul 24, 2026
SATURNA CAPITAL CORP History No change 1,170 406 0.0% 0.0% 1506 0 0.0% Q2 2026 Aug 14, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 1,194 406 0.05% 0.05% 1508 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History Added to 1,248 405 0.04% 0.05% 1509 +12 0.97% Q3 2026 Oct 20, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 1,190 405 0.29% 0.29% 1510 0 0.0% Q2 2026 Jul 24, 2026
Blue Trust, Inc. History Reduced 1,245 404 0.0% 0.01% 1512 -533 -29.98% Q3 2026 Oct 15, 2026
VICUS CAPITAL History No change 1,187 404 0.03% 0.03% 1511 0 0.0% Q2 2026 Aug 05, 2026
Integrity Advisory Solutions, LLC History Added to 1,240 403 0.04% 0.04% 1513 +122 10.91% Q3 2026 Oct 29, 2026
Sharp Wealth Advisory, LLC History No change 1,182 402 0.19% 0.19% 1514 0 0.0% Q2 2026 Jul 24, 2026
AlphaCentric Advisors LLC History New 1,227 399 0.35% — 1517 +1,227 New Q3 2026 Nov 03, 2026
Farmers National Bank History No change 1,171 399 0.08% 0.08% 1515 0 0.0% Q2 2026 Aug 11, 2026
Hexagon Capital Partners LLC History No change 1,173 399 0.06% 0.06% 1516 0 0.0% Q2 2026 Aug 06, 2026
Founders Financial Alliance, LLC History No change 1,169 398 0.05% 0.05% 1518 0 0.0% Q2 2026 Aug 04, 2026
Visionary Wealth Advisors History Added to 1,221 397 0.02% 0.02% 1519 +44 3.74% Q3 2026 Nov 04, 2026
Linscomb Wealth, Inc. History No change 1,163 396 0.02% 0.02% 1520 0 0.0% Q2 2026 Jul 31, 2026
Planned Solutions, Inc. History No change 1,219 396 0.11% 0.12% 1521 0 0.0% Q3 2026 Oct 19, 2026
Goldstein Advisors, LLC History Added to 1,215 395 0.03% 0.04% 1522 +36 3.05% Q3 2026 Oct 15, 2026
Pacific Capital Wealth Advisors, Inc. History No change 1,212 394 0.06% 0.06% 1523 0 0.0% Q3 2026 Oct 22, 2026
Discipline Wealth Solutions, LLC History No change 1,213 394 0.03% 0.04% 1524 0 0.0% Q3 2026 Oct 14, 2026
Sagace Wealth Management LLC History New 1,210 393 0.24% — 1526 +1,210 New Q3 2026 Oct 28, 2026
Arjuna Capital History Added to 1,209 393 0.09% 0.09% 1525 +21 1.77% Q3 2026 Nov 03, 2026
Nilsine Partners, LLC History Reduced 1,208 392 0.03% 0.04% 1528 -398 -24.78% Q3 2026 Nov 02, 2026
Cornerstone Wealth Group, LLC History Added to 1,205 392 0.02% 0.02% 1527 +1 0.08% Q3 2026 Nov 02, 2026
PROMETHIUM ADVISORS,LLC History No change 1,203 392 0.19% 0.2% 1529 0 0.0% Q3 2026 Oct 19, 2026
Busey Bank History No change 1,203 391 0.01% 0.01% 1530 0 0.0% Q3 2026 Oct 26, 2026
BW Gestao de Investimentos Ltda. History No change 1,146 390 0.01% 0.01% 1531 0 0.0% Q2 2026 Aug 14, 2026
Intellectus Partners, LLC History No change 1,144 390 0.07% 0.07% 1532 0 0.0% Q2 2026 Aug 12, 2026
Vanguard National Trust Co History No change 1,146 390 0.02% 0.02% 1533 0 0.0% Q2 2026 Aug 13, 2026
INVESTMENT PARTNERS, LTD. History New 1,198 389 0.06% — 1535 +1,198 New Q3 2026 Oct 28, 2026
FAS Wealth Partners, Inc. History No change 1,143 389 0.02% 0.02% 1534 0 0.0% Q2 2026 Jul 29, 2026
FIRST AMERICAN TRUST, FSB History No change 1,133 386 0.02% 0.02% 1536 0 0.0% Q2 2026 Aug 10, 2026
True North Advisors, LLC History New 1,183 385 0.03% — 1538 +1,183 New Q3 2026 Oct 22, 2026
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC History New 1,153 385 0.05% — 1539 +1,153 New Q3 2026 Oct 20, 2026
Fragasso Financial Advisors Inc History Added to 1,130 385 0.02% 0.02% 1537 +179 18.82% Q3 2026 Oct 13, 2026
WETZEL INVESTMENT ADVISORS, INC. History Reduced 1,177 384 0.13% 0.14% 1540 -46 -3.76% Q3 2026 Oct 13, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 1,125 383 0.02% 0.02% 1541 0 0.0% Q2 2026 Aug 14, 2026
StoneX Group Inc. History Added to 1,149 382 0.01% 0.01% 1542 +207 21.97% Q3 2026 Nov 03, 2026
Norway Savings Bank History No change 1,175 382 0.16% 0.17% 1543 0 0.0% Q3 2026 Oct 20, 2026
Lifeworks Advisors, LLC History No change 1,123 382 0.04% 0.04% 1544 0 0.0% Q2 2026 Aug 14, 2026
QP WEALTH MANAGEMENT, LLC History No change 1,174 381 0.57% 0.57% 1545 0 0.0% Q3 2026 Oct 20, 2026
Reliant Investment Partners, LLC History No change 1,120 381 0.26% 0.26% 1546 0 0.0% Q2 2026 Aug 11, 2026
Foster Group, Inc. History Added to 1,169 380 0.01% 0.01% 1547 +39 3.45% Q3 2026 Oct 13, 2026
Sargent Investment Group, LLC History No change 1,115 379 0.05% 0.05% 1548 0 0.0% Q2 2026 Aug 11, 2026
JM2 Capital Inc. History Reduced 1,164 378 0.25% 0.28% 1550 -45 -3.72% Q3 2026 Oct 13, 2026
LaSalle St. Investment Advisors, LLC History No change 1,109 378 0.05% 0.05% 1549 0 0.0% Q2 2026 Aug 11, 2026
Capstone Wealth Management, LLC History Added to 1,160 377 0.17% 0.14% 1552 +251 27.61% Q3 2026 Nov 02, 2026
Stone House Investment Management, LLC History Added to 1,161 377 0.05% 0.05% 1551 +9 0.78% Q3 2026 Oct 23, 2026
McLean Asset Management Corp History No change 1,072 375 0.05% 0.05% 1553 0 0.0% Q2 2026 Aug 12, 2026
Breakwater Capital Group History No change 1,156 375 0.04% 0.05% 1554 0 0.0% Q3 2026 Oct 08, 2026
Echo45 Advisors LLC History Added to 1,150 374 0.17% 0.17% 1555 +191 19.92% Q3 2026 Oct 07, 2026
Piedmont Capital Management, LLC/NC History No change 1,150 374 0.22% 0.24% 1556 0 0.0% Q3 2026 Oct 21, 2026
Cromwell Holdings LLC History No change 1,146 373 0.17% 0.18% 1557 0 0.0% Q3 2026 Oct 28, 2026
Argyle Capital Partners, LLC History No change 1,146 372 0.23% 0.25% 1558 0 0.0% Q3 2026 Oct 23, 2026
Brookwood Investment Group LLC History No change 1,089 370 0.04% 0.04% 1559 0 0.0% Q2 2026 Jul 23, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 1,136 369 0.01% 0.01% 1560 -132 -10.41% Q3 2026 Oct 13, 2026
Moment Partners, LLC History No change 1,081 368 0.07% 0.07% 1561 0 0.0% Q2 2026 Jul 29, 2026
CARRET ASSET MANAGEMENT, LLC History Reduced 1,130 367 0.03% 0.04% 1562 -51 -4.32% Q3 2026 Nov 03, 2026
ING GROEP NV History No change 1,080 367 0.0% 0.0% 1563 0 0.0% Q2 2026 Aug 13, 2026
Fielder Capital Group LLC History No change 1,079 367 0.08% 0.08% 1564 0 0.0% Q2 2026 Aug 06, 2026
Moss Adams Wealth Advisors LLC History Reduced 1,120 365 0.02% 0.03% 1565 -281 -20.06% Q3 2026 Oct 28, 2026
Valtrion Capital Management, LLC History No change 1,065 363 0.27% 0.27% 1566 0 0.0% Q2 2026 Aug 14, 2026
EARNEST PARTNERS LLC History No change 1,059 360 0.0% 0.0% 1567 0 0.0% Q2 2026 Aug 13, 2026
Monument Capital Management History Added to 1,105 359 0.07% 0.07% 1568 +61 5.84% Q3 2026 Oct 08, 2026
Wealth Management Associates, Inc. History No change 1,055 359 0.1% 0.1% 1569 0 0.0% Q2 2026 Jul 21, 2026
Fiduciary Alliance LLC History Added to 1,102 358 0.03% 0.02% 1570 +283 34.55% Q3 2026 Oct 13, 2026
IMZ Advisory Inc History Added to 1,101 358 0.11% 0.12% 1571 +3 0.27% Q3 2026 Nov 03, 2026
Westfuller Advisors, LLC History No change 1,049 358 0.13% 0.13% 1572 0 0.0% Q2 2026 Jul 29, 2026
Pembroke Management, LTD History New 1,100 357 0.04% — 1575 +1,100 New Q3 2026 Oct 21, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Added to 1,100 357 0.02% 0.01% 1573 +261 31.11% Q3 2026 Nov 04, 2026
CreativeOne Wealth, LLC History No change 1,048 357 0.01% 0.01% 1574 0 0.0% Q2 2026 Aug 13, 2026
Stratos Investment Management, LLC History No change 1,039 354 0.01% 0.01% 1576 0 0.0% Q2 2026 Aug 11, 2026
VeraBank, N.A. History No change 1,039 354 0.06% 0.06% 1577 0 0.0% Q2 2026 Aug 05, 2026
Innova Wealth Partners History Added to 1,083 352 0.14% 0.15% 1578 +10 0.93% Q3 2026 Oct 20, 2026
Ponta Wealth Partners, LLC History No change 1,035 352 0.19% 0.19% 1579 0 0.0% Q2 2026 Aug 12, 2026
Good Harbor Advisors, Inc. History No change 1,083 352 0.33% 0.36% 1580 0 0.0% Q3 2026 Oct 20, 2026
American Institute for Advanced Investment Management, LLP History Reduced 1,140 351 0.2% 0.23% 1581 -100 -8.06% Q3 2026 Nov 03, 2026
Argentarii, LLC History Added to 1,082 351 0.11% 0.11% 1582 +71 7.02% Q3 2026 Oct 28, 2026
Sunflower Bank, N.A. History No change 1,028 350 0.08% 0.08% 1583 0 0.0% Q2 2026 Aug 14, 2026
Symphony Financial, Ltd. Co. History Reduced 1,073 349 0.03% 0.04% 1584 -20 -1.83% Q3 2026 Oct 22, 2026
Nolet Wealth Management, LLC History No change 1,075 349 0.19% 0.2% 1585 0 0.0% Q3 2026 Oct 14, 2026
MRA Advisory Group History New 1,072 348 0.13% — 1587 +1,072 New Q3 2026 Oct 07, 2026
BURLING WEALTH PARTNERS, LLC History No change 1,022 348 0.05% 0.05% 1586 0 0.0% Q2 2026 Aug 04, 2026
PARTHENON LLC History Added to 1,066 346 0.04% 0.04% 1588 +39 3.8% Q3 2026 Oct 22, 2026
Thompson David Blair History No change 1,016 346 0.17% 0.17% 1589 0 0.0% Q2 2026 Aug 14, 2026
Providence First Trust Co History New 1,061 345 0.11% — 1594 +1,061 New Q3 2026 Nov 02, 2026
RFG - Bristol Wealth Advisors, LLC History Added to 1,061 345 0.08% 0.09% 1592 +1 0.09% Q3 2026 Oct 09, 2026
NorthRock Partners, LLC History No change 1,015 345 0.01% 0.01% 1590 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ALLIANCE, LLC History No change 1,015 345 0.03% 0.03% 1591 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History No change 1,033 345 0.23% 0.24% 1593 0 0.0% Q3 2026 Oct 08, 2026
ELEVATUS WELATH MANAGEMENT History Reduced 1,060 344 0.08% 0.13% 1595 -537 -33.63% Q3 2026 Oct 19, 2026
EJMK Ventures LLC History Added to 1,052 342 0.14% 0.15% 1596 +79 8.12% Q3 2026 Oct 21, 2026
RBF Capital, LLC History No change 1,000 340 0.01% 0.01% 1597 0 0.0% Q2 2026 Aug 14, 2026
Paladin Advisory Group, LLC History No change 998 340 0.23% 0.23% 1598 0 0.0% Q2 2026 Jul 28, 2026
EXCALIBUR MANAGEMENT CORP History Added to 1,043 339 0.11% 0.11% 1599 +80 8.31% Q3 2026 Oct 30, 2026
Keystone Financial Group History No change 997 339 0.02% 0.02% 1600 0 0.0% Q2 2026 Jul 29, 2026
Hyperion Capital Advisors LP History No change 995 339 0.15% 0.15% 1601 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 1,039 337 0.04% 0.04% 1602 +71 7.33% Q3 2026 Oct 13, 2026
Quarry LP History No change 984 335 0.03% 0.03% 1603 0 0.0% Q2 2026 Aug 14, 2026
CYBER HORNET ETFs LLC History No change 982 334 0.19% 0.19% 1604 0 0.0% Q2 2026 Aug 24, 2026
Fortitude Family Office, LLC History Added to 1,022 332 0.06% 0.05% 1606 +311 43.74% Q3 2026 Oct 14, 2026
Compass Ion Advisors, LLC History Reduced 1,023 332 0.03% 0.03% 1605 -23 -2.2% Q3 2026 Oct 23, 2026
SeaCrest Wealth Management, LLC History Added to 1,020 331 0.04% 0.04% 1609 +17 1.69% Q3 2026 Oct 21, 2026
CHAPIN DAVIS, INC. History Reduced 1,019 331 0.06% 0.06% 1607 -1 -0.1% Q3 2026 Oct 08, 2026
Somerset Group LLC History No change 954 331 0.23% 0.23% 1608 0 0.0% Q2 2026 Aug 12, 2026
Alteri Wealth LLC History No change 970 330 0.09% 0.09% 1610 0 0.0% Q2 2026 Jul 29, 2026
United Advisor Group, LLC History Reduced 1,010 328 0.03% 0.04% 1612 -124 -10.93% Q3 2026 Nov 02, 2026
Atwater Malick LLC History No change 1,010 328 0.07% 0.07% 1611 0 0.0% Q3 2026 Oct 15, 2026
DUNCKER STREETT & CO INC History No change 1,003 326 0.05% 0.06% 1613 0 0.0% Q3 2026 Oct 27, 2026
GTS SECURITIES LLC History No change 959 326 0.01% 0.01% 1614 0 0.0% Q2 2026 Aug 14, 2026
BostonPremier Wealth LLC History Reduced 1,000 325 0.13% 0.18% 1616 -223 -18.23% Q3 2026 Oct 15, 2026
Focus Financial Network, Inc. History Added to 998 325 0.01% 0.01% 1615 +111 12.51% Q3 2026 Oct 14, 2026
Tandem Investment Partners LLC History Added to 1,002 325 0.25% 0.26% 1617 +21 2.14% Q3 2026 Oct 16, 2026
Quadrant Private Wealth Management, LLC History Added to 991 323 0.04% 0.05% 1618 +347 53.88% Q3 2026 Nov 04, 2026
FAMILY WEALTH PARTNERS, LLC History Added to 994 323 0.1% 0.1% 1620 +80 8.75% Q3 2026 Oct 19, 2026
San Luis Wealth Advisors LLC History Reduced 996 323 0.05% 0.05% 1619 -21 -2.06% Q3 2026 Oct 27, 2026
BankChampaign, National Association History Reduced 993 322 0.27% 0.27% 1621 -27 -2.65% Q3 2026 Oct 19, 2026
Rinkey Investments History No change 987 321 0.08% 0.08% 1622 0 0.0% Q3 2026 Oct 28, 2026
Gen-Wealth Partners Inc History Reduced 985 320 0.09% 0.11% 1624 -181 -15.52% Q3 2026 Nov 04, 2026
Sompo Asset Management Co., Ltd. History No change 940 320 0.05% 0.05% 1623 0 0.0% Q2 2026 Jul 14, 2026
Pinion Investment Advisors, LLC History Reduced 982 319 0.06% 0.07% 1625 -30 -2.96% Q3 2026 Nov 04, 2026
Falcon Wealth Planning History No change 931 317 0.02% 0.02% 1626 0 0.0% Q2 2026 Jul 13, 2026
Regent Peak Wealth Advisors LLC History Added to 972 316 0.05% 0.06% 1627 +28 2.97% Q3 2026 Oct 13, 2026
True Wealth Design, LLC History Added to 969 315 0.07% 0.07% 1629 +49 5.33% Q3 2026 Oct 13, 2026
Zullo Investment Group, Inc. History Reduced 970 315 0.1% 0.11% 1628 -14 -1.42% Q3 2026 Oct 20, 2026
KPP Advisory Services LLC History Reduced 967 314 0.05% 0.05% 1630 -176 -15.4% Q3 2026 Oct 26, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Reduced 963 313 0.51% 0.38% 1631 -2,141 -68.98% Q3 2026 Oct 14, 2026
Portfolio Design Labs, LLC History Added to 965 313 0.05% 0.05% 1635 +14 1.47% Q3 2026 Nov 04, 2026
Abacus Planning Group, Inc. History No change 963 313 0.04% 0.04% 1632 0 0.0% Q3 2026 Oct 30, 2026
RB Capital Management, LLC History No change 920 313 0.06% 0.06% 1633 0 0.0% Q2 2026 Aug 17, 2026
WoodTrust Financial Corp History No change 962 313 0.04% 0.04% 1634 0 0.0% Q3 2026 Oct 09, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 960 312 0.03% 0.03% 1637 +168 21.21% Q3 2026 Oct 27, 2026
Werba Rubin Papier Wealth Management History No change 918 312 0.04% 0.04% 1636 0 0.0% Q2 2026 Jul 27, 2026
Verum Partners LLC History Added to 958 311 0.05% 0.05% 1638 +17 1.81% Q3 2026 Oct 21, 2026
Investment Planning Advisors, Inc. History Added to 954 310 0.07% 0.06% 1640 +233 32.32% Q3 2026 Oct 14, 2026
JT Stratford LLC History No change 910 310 0.03% 0.03% 1639 0 0.0% Q2 2026 Aug 14, 2026
Elyxium Wealth, LLC History Reduced 951 309 0.03% 0.03% 1642 -9 -0.94% Q3 2026 Oct 27, 2026
Sovereign Investment Advisors, LLC History No change 907 309 0.06% 0.06% 1641 0 0.0% Q2 2026 Aug 14, 2026
Guardian Capital, LLC History No change 908 309 0.25% 0.25% 1643 0 0.0% Q2 2026 Aug 07, 2026
Retirement Planning Group, LLC History Added to 947 308 0.01% 0.01% 1644 +4 0.42% Q3 2026 Oct 19, 2026
OneAscent Investment Solutions LLC History No change 905 308 0.29% 0.29% 1645 0 0.0% Q2 2026 Aug 11, 2026
Asset One Wealth Management LLC History Added to 945 307 0.03% 0.03% 1647 +20 2.16% Q3 2026 Nov 02, 2026
Southeast Asset Advisors, LLC History No change 901 307 0.03% 0.03% 1646 0 0.0% Q2 2026 Aug 14, 2026
Wayfinding Financial, LLC History No change 895 306 0.12% 0.12% 1648 0 0.0% Q2 2026 Aug 13, 2026
New Republic Capital, LLC History No change 897 306 0.07% 0.07% 1649 0 0.0% Q2 2026 Jul 31, 2026
Sicart Associates LLC History Reduced 850 305 0.07% 0.09% 1650 -200 -19.05% Q3 2026 Oct 29, 2026
Bluespring Wealth Management, LLC History No change 894 304 0.01% 0.01% 1651 0 0.0% Q2 2026 Aug 11, 2026
Basecamp Wealth Advisors LLC History No change 893 304 0.06% 0.06% 1652 0 0.0% Q2 2026 Aug 14, 2026
Bahl & Gaynor LLC History No change 891 303 0.0% 0.0% 1653 0 0.0% Q2 2026 Aug 13, 2026
CULLINAN ASSOCIATES INC History No change 932 303 0.02% 0.02% 1654 0 0.0% Q3 2026 Nov 03, 2026
AlTi Global, Inc. History No change 888 303 0.01% 0.01% 1655 0 0.0% Q2 2026 Aug 05, 2026
OneAscent Family Office, LLC History No change 892 303 0.15% 0.15% 1656 0 0.0% Q2 2026 Aug 11, 2026
Financial Solutions Advisory Group, Inc. History Added to 842 302 0.04% 0.04% 1660 +1 0.12% Q3 2026 Oct 28, 2026
Diligent Investors, LLC History No change 931 302 0.07% 0.07% 1657 0 0.0% Q3 2026 Oct 21, 2026
Bedel Financial Consulting, Inc. History No change 888 302 0.03% 0.03% 1658 0 0.0% Q2 2026 Jul 29, 2026
NORTHEAST PLANNING ASSOCIATES, INC. / NH / History No change 889 302 0.23% 0.23% 1659 0 0.0% Q2 2026 Jul 30, 2026
Y.D. More Investments Ltd History Added to 926 301 0.01% — 1661 +694 299.14% Q3 2026 Nov 02, 2026
M.E. ALLISON & CO., INC. History No change 925 300 0.17% 0.18% 1662 0 0.0% Q3 2026 Oct 08, 2026
Aviso Financial Inc. History No change 882 300 0.01% 0.01% 1663 0 0.0% Q2 2026 Aug 13, 2026
Womack Financial LLC History Reduced 920 299 0.2% 0.21% 1667 -15 -1.6% Q3 2026 Oct 13, 2026
BECK MACK & OLIVER LLC History No change 878 299 0.01% 0.01% 1664 0 0.0% Q2 2026 Aug 14, 2026
Hudson Bay Capital Management LP History No change 880 299 0.0% 0.0% 1665 0 0.0% Q2 2026 Aug 14, 2026
BlueChip Wealth Advisors LLC History No change 921 299 0.1% 0.12% 1666 0 0.0% Q3 2026 Nov 03, 2026
55 North Private Wealth, LLC History Added to 918 298 0.06% 0.06% 1668 +37 4.2% Q3 2026 Oct 20, 2026
Requisite Capital Management, LLC History No change 870 297 0.05% 0.05% 1669 0 0.0% Q2 2026 Aug 07, 2026
Traynor Capital Management, Inc. History Added to 906 294 0.01% 0.01% 1670 +35 4.02% Q3 2026 Oct 29, 2026
Pacifica Partners Inc. History No change 890 294 0.09% 0.1% 1671 0 0.0% Q3 2026 Oct 08, 2026
Spartan Wealth Advisory Services LLC History No change 863 294 0.02% 0.02% 1672 0 0.0% Q2 2026 Aug 05, 2026
Harrington Investments, INC History No change 901 293 0.14% 0.15% 1673 0 0.0% Q3 2026 Oct 14, 2026
Calydon Capital History No change 860 293 0.04% 0.04% 1674 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 859 293 0.04% 0.04% 1675 0 0.0% Q2 2026 Aug 10, 2026
SCHWARTZ INVESTMENT COUNSEL INC History Reduced 900 292 0.01% 0.01% 1677 -100 -10.0% Q3 2026 Oct 26, 2026
HAZLETT, BURT & WATSON, INC. History No change 898 292 0.08% 0.08% 1676 0 0.0% Q3 2026 Nov 04, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 900 292 0.06% 0.07% 1678 0 0.0% Q3 2026 Oct 27, 2026
AUA CAPITAL MANAGEMENT, LLC History No change 900 292 0.14% 0.14% 1679 0 0.0% Q3 2026 Oct 15, 2026
Capital Investment Management, Inc. History No change 856 291 0.09% 0.09% 1680 0 0.0% Q2 2026 Jul 15, 2026
FIRST FOUNDATION ADVISORS History No change 852 290 0.01% 0.01% 1681 0 0.0% Q2 2026 Aug 14, 2026
Triangle Securities Wealth Management History No change 892 290 0.06% 0.06% 1682 0 0.0% Q3 2026 Oct 14, 2026
Samalin Investment Counsel, LLC History Reduced 888 288 0.09% 0.09% 1683 -4 -0.45% Q3 2026 Oct 23, 2026
AlphaGrep UK Ltd History No change 844 287 0.09% 0.09% 1684 0 0.0% Q2 2026 Aug 14, 2026
Walsky Investment Management, Inc. History No change 842 286 0.27% 0.27% 1685 0 0.0% Q2 2026 Aug 14, 2026
Warren Street Wealth Advisors, LLC History Added to 877 285 0.06% 0.05% 1687 +209 31.29% Q3 2026 Nov 04, 2026
New England Professional Planning Group Inc. History No change 877 285 0.11% 0.11% 1686 0 0.0% Q3 2026 Oct 29, 2026
Ervin Investment Management, LLC History No change 875 284 0.15% 0.16% 1688 0 0.0% Q3 2026 Oct 23, 2026
DOVER ADVISORS, LLC History No change 909 284 0.12% 0.12% 1689 0 0.0% Q2 2026 Aug 07, 2026
Avise Financial Cooperative, Inc. History No change 835 284 0.2% 0.2% 1690 0 0.0% Q2 2026 Aug 06, 2026
Traveka Wealth, LLC History Added to 868 282 0.09% 0.07% 1693 +264 43.71% Q3 2026 Oct 19, 2026
ALTFEST L J & CO INC History No change 869 282 0.03% 0.03% 1691 0 0.0% Q3 2026 Oct 27, 2026
FAIRFIELD, BUSH & CO. History No change 830 282 0.14% 0.14% 1692 0 0.0% Q2 2026 Aug 13, 2026
Drucker Wealth 3.0, LLC History No change 828 282 0.04% 0.04% 1694 0 0.0% Q2 2026 Jul 13, 2026
CenterBook Partners LP History Reduced 864 281 0.01% 0.02% 1697 -451 -34.3% Q3 2026 Nov 02, 2026
Financial Management Professionals, Inc. History Added to 863 281 0.03% 0.03% 1696 +19 2.25% Q3 2026 Oct 23, 2026
RENAISSANCE GROUP LLC History No change 827 281 0.01% 0.01% 1695 0 0.0% Q2 2026 Aug 13, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 863 280 0.03% 0.02% 1698 +400 86.39% Q3 2026 Oct 29, 2026
Rodgers Brothers Inc. History No change 823 280 0.03% 0.03% 1699 0 0.0% Q2 2026 Aug 05, 2026
Aviance Capital Partners, LLC History No change 862 280 0.03% 0.03% 1700 0 0.0% Q3 2026 Oct 28, 2026
BLB&B Advisors, LLC History Added to 859 279 0.01% 0.01% 1701 +163 23.42% Q3 2026 Oct 27, 2026
Trilogy Capital Inc. History Added to 859 279 0.01% 0.01% 1702 +143 19.97% Q3 2026 Oct 20, 2026
Coppell Advisory Solutions LLC History No change 219 279 0.02% 0.02% 1703 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History Added to 855 278 0.02% 0.02% 1705 +30 3.64% Q3 2026 Oct 30, 2026
Voya Financial Advisors, Inc. History No change 810 278 0.02% 0.02% 1704 0 0.0% Q2 2026 Aug 12, 2026
FDx Advisors, Inc. History No change 813 277 0.08% 0.08% 1706 0 0.0% Q2 2026 Aug 04, 2026
Manske Wealth Management History New 849 276 0.06% — 1709 +849 New Q3 2026 Oct 26, 2026
D'Orazio & Associates, Inc. History Reduced 849 276 0.03% 0.03% 1708 -2 -0.24% Q3 2026 Nov 04, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 850 276 0.02% 0.02% 1707 0 0.0% Q3 2026 Oct 06, 2026
Prostatis Group LLC History No change 808 275 0.06% 0.06% 1710 0 0.0% Q2 2026 Aug 14, 2026
Global Assets Advisory, LLC History No change 830 275 0.06% 0.06% 1711 0 0.0% Q3 2026 Oct 28, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 843 274 0.03% 0.03% 1712 +21 2.55% Q3 2026 Oct 27, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Reduced 841 273 0.01% 0.01% 1713 -7 -0.83% Q3 2026 Oct 28, 2026
WT Wealth Management History No change 842 273 0.08% 0.08% 1714 0 0.0% Q3 2026 Oct 13, 2026
BankPlus Trust Department History No change 803 273 0.06% 0.06% 1715 0 0.0% Q2 2026 Jul 28, 2026
RBA Wealth Management, LLC History Added to 838 272 0.09% 0.09% 1718 +110 15.11% Q3 2026 Oct 28, 2026
Leelyn Smith, LLC History Added to 838 272 0.03% 0.03% 1719 +3 0.36% Q3 2026 Nov 03, 2026
WESTBOURNE INVESTMENTS, INC. History No change 800 272 0.11% 0.11% 1716 0 0.0% Q2 2026 Aug 11, 2026
CLARK ESTATES INC/NY History No change 800 272 0.06% 0.06% 1717 0 0.0% Q2 2026 Aug 05, 2026
Moran Wealth Management, LLC History Added to 835 271 0.01% 0.01% 1720 +84 11.19% Q3 2026 Oct 22, 2026
Bragg Financial Advisors, Inc History No change 795 270 0.01% 0.01% 1721 0 0.0% Q2 2026 Aug 12, 2026
RAINEY & RANDALL WEALTH ADVISORS INC. History Added to 825 269 0.04% 0.04% 1722 +25 3.13% Q3 2026 Oct 26, 2026
Vantus Wealth LLC History No change 790 269 0.14% 0.14% 1723 0 0.0% Q2 2026 Aug 07, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 827 268 0.08% 0.08% 1728 -62 -6.97% Q3 2026 Nov 02, 2026
Barry Investment Advisors, LLC History Added to 823 268 0.05% 0.06% 1726 +1 0.12% Q3 2026 Oct 14, 2026
SALZHAUER MICHAEL History No change 824 268 0.11% 0.1% 1724 0 0.0% Q3 2026 Oct 27, 2026
GOULD ASSET MANAGEMENT LLC /CA/ History No change 788 268 0.04% 0.04% 1725 0 0.0% Q2 2026 Aug 06, 2026
Intrua Financial, LLC History No change 824 268 0.03% 0.03% 1727 0 0.0% Q3 2026 Oct 28, 2026
Jacobsen Capital Management History Reduced 821 267 0.08% 0.08% 1731 -8 -0.97% Q3 2026 Oct 26, 2026
Heritage Wealth Advisors History No change 786 267 0.01% 0.01% 1729 0 0.0% Q2 2026 Aug 14, 2026
Omnia Family Wealth, LLC History No change 786 267 0.07% 0.07% 1730 0 0.0% Q2 2026 Jul 09, 2026
Evergreen Wealth Management, LLC History No change 784 267 0.13% 0.13% 1732 0 0.0% Q2 2026 Jul 31, 2026
ASSOCIATED BANC-CORP History Reduced 818 266 0.01% 0.01% 1733 -725 -46.99% Q3 2026 Oct 30, 2026
Iron Gate Global Advisors LLC History No change 781 266 0.03% 0.03% 1734 0 0.0% Q2 2026 Aug 14, 2026
Ariadne Wealth Management, LP History No change 782 266 0.12% 0.12% 1735 0 0.0% Q2 2026 Aug 13, 2026
Avantax Planning Partners, Inc. History Reduced 815 265 0.01% 0.01% 1736 -35 -4.12% Q3 2026 Nov 03, 2026
ATTICUS WEALTH MANAGEMENT, LLC History Added to 815 265 0.06% 0.06% 1737 +29 3.69% Q3 2026 Oct 20, 2026
Marble Wealth, LLC History No change 779 265 0.04% 0.04% 1738 0 0.0% Q2 2026 Aug 07, 2026
LEUTHOLD GROUP, LLC History Added to 812 264 0.02% 0.03% 1739 +8 1.0% Q3 2026 Nov 04, 2026
KHAZANAH NASIONAL BERHAD History No change 771 262 0.02% 0.02% 1740 0 0.0% Q2 2026 Oct 20, 2026
Cooper Financial Group History Added to 804 261 0.02% 0.02% 1741 +88 12.29% Q3 2026 Oct 07, 2026
Accurate Wealth Management, LLC History Added to 755 261 0.02% 0.02% 1742 +48 6.79% Q3 2026 Oct 20, 2026
Crown Wealth Group, LLC History Reduced 800 260 0.06% 0.07% 1743 -55 -6.43% Q3 2026 Oct 19, 2026
Abacus Wealth Partners, LLC History Reduced 802 260 0.03% 0.03% 1745 -7 -0.87% Q3 2026 Nov 03, 2026
Balboa Wealth Partners History No change 800 260 0.03% 0.04% 1744 0 0.0% Q3 2026 Oct 20, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History Added to 797 259 0.06% 0.02% 1747 +566 245.02% Q3 2026 Oct 16, 2026
ALEXANDER LABRUNERIE & CO., INC. History No change 761 259 0.09% 0.09% 1746 0 0.0% Q2 2026 Aug 03, 2026
Olympiad Research LP History New 795 258 0.33% — 1749 +795 New Q3 2026 Nov 04, 2026
Medallion Wealth Advisors, LLC History No change 760 258 0.08% 0.08% 1748 0 0.0% Q2 2026 Aug 14, 2026
GW&K Investment Management, LLC History No change 754 257 0.0% 0.0% 1750 0 0.0% Q2 2026 Aug 12, 2026
EWA, LLC History No change 757 257 0.05% 0.05% 1751 0 0.0% Q2 2026 Jul 14, 2026
Deseret Mutual Benefit Administrators History Reduced 789 256 0.09% 0.09% 1752 -52 -6.18% Q3 2026 Nov 04, 2026
Avalon Trust Co History No change 753 256 0.02% 0.02% 1753 0 0.0% Q2 2026 Aug 06, 2026
Tranquility Partners, LLC History Added to 781 254 0.09% 0.07% 1754 +178 29.52% Q3 2026 Oct 20, 2026
Meramec Financial Planners, LLC History No change 708 254 0.09% 0.09% 1755 0 0.0% Q2 2026 Jul 28, 2026
August Group Capital Ltd History Reduced 779 253 0.26% 0.29% 1757 -4 -0.51% Q3 2026 Oct 14, 2026
J.Safra Asset Management Corp History Reduced 778 253 0.01% 0.01% 1756 -1 -0.13% Q3 2026 Nov 03, 2026
Great Diamond Partners, LLC History New 775 252 0.04% — 1761 +775 New Q3 2026 Oct 13, 2026
Ancora Advisors LLC History No change 741 252 0.0% 0.0% 1758 0 0.0% Q2 2026 Aug 14, 2026
Godshalk Welsh Capital Management, Inc. History No change 740 252 0.14% 0.14% 1759 0 0.0% Q2 2026 Aug 14, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 740 252 0.03% 0.03% 1760 0 0.0% Q2 2026 Jul 20, 2026
Accredited Investors Inc. History Reduced 772 251 0.01% 0.02% 1762 -496 -39.12% Q3 2026 Nov 03, 2026
Clark Asset Management, LLC History Reduced 772 251 0.02% 0.02% 1763 -8 -1.03% Q3 2026 Oct 19, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 735 250 0.15% 0.15% 1764 0 0.0% Q2 2026 Aug 13, 2026
James J. Burns & Company, LLC History No change 769 250 0.03% 0.03% 1765 0 0.0% Q3 2026 Oct 22, 2026
Clear Creek Financial Management, LLC History Added to 768 249 0.02% 0.01% 1767 +91 13.44% Q3 2026 Oct 28, 2026
Poehling Capital Management, INC. History No change 766 249 0.05% 0.06% 1766 0 0.0% Q3 2026 Oct 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 737 249 0.03% 0.03% 1768 0 0.0% Q2 2026 Aug 13, 2026
Box Hill Private Wealth LLC History Reduced 762 247 0.18% 0.22% 1772 -52 -6.39% Q3 2026 Oct 05, 2026
Challenger Wealth Management History Added to 760 247 0.18% 0.19% 1771 +2 0.26% Q3 2026 Oct 29, 2026
New Perspectives, Inc History No change 762 247 0.08% 0.08% 1769 0 0.0% Q3 2026 Oct 14, 2026
Clifford Group, LLC History No change 725 247 0.17% 0.17% 1770 0 0.0% Q2 2026 Aug 14, 2026
DODGE & COX History No change 722 246 0.0% 0.0% 1773 0 0.0% Q2 2026 Aug 13, 2026
Nicholas Wealth, LLC. History No change 759 246 0.13% 0.14% 1774 0 0.0% Q3 2026 Oct 26, 2026
Mendel Money Management History Added to 755 245 0.09% 0.09% 1775 +3 0.4% Q3 2026 Oct 30, 2026
SIMON QUICK ADVISORS, LLC History New 753 244 0.01% — 1780 +753 New Q3 2026 Oct 26, 2026
Maia Wealth LLC History Added to 753 244 0.03% 0.04% 1777 +46 6.51% Q3 2026 Oct 19, 2026
Intergy Private Wealth, LLC History Reduced 752 244 0.05% 0.06% 1776 -8 -1.05% Q3 2026 Oct 16, 2026
MOSAIC FINANCIAL GROUP, LLC History No change 716 244 0.16% 0.16% 1778 0 0.0% Q2 2026 Aug 13, 2026
CURA WEALTH ADVISORS, LLC History No change 719 244 0.1% 0.1% 1779 0 0.0% Q2 2026 Aug 06, 2026
Essex LLC History New 748 243 0.04% — 1783 +748 New Q3 2026 Oct 14, 2026
Stokes Family Office, LLC History No change 716 243 0.03% 0.03% 1781 0 0.0% Q2 2026 Aug 11, 2026
Meadowbrook Advisors Group, LLC History No change 715 243 0.13% 0.13% 1782 0 0.0% Q2 2026 Aug 07, 2026
FJ Capital Management LLC History No change 712 242 0.03% 0.03% 1784 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History New 742 241 0.02% — 1788 +742 New Q3 2026 Oct 14, 2026
United Community Bank History Added to 744 241 0.07% 0.08% 1787 +24 3.33% Q3 2026 Oct 28, 2026
Galvin, Gaustad & Stein, LLC History No change 742 241 0.02% 0.02% 1785 0 0.0% Q3 2026 Oct 08, 2026
US Asset Management LLC History No change 708 241 0.18% 0.18% 1786 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 736 240 0.01% 0.01% 1789 -51 -6.48% Q3 2026 Oct 13, 2026
Thrive Wealth Management, LLC History Reduced 738 240 0.03% 0.03% 1791 -26 -3.4% Q3 2026 Oct 13, 2026
Hamilton Capital, LLC History No change 739 240 0.01% 0.01% 1790 0 0.0% Q3 2026 Oct 08, 2026
Alliance Private Wealth, LLC History Added to 737 239 0.09% 0.08% 1792 +60 8.86% Q3 2026 Oct 20, 2026
Syverson Strege & Co History No change 732 238 0.05% 0.05% 1793 0 0.0% Q3 2026 Nov 02, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 729 237 0.02% 0.02% 1794 0 0.0% Q3 2026 Oct 20, 2026
Phoenix Financial Ltd. History No change 700 237 0.0% 0.0% 1795 0 0.0% Q2 2026 Aug 11, 2026
HBE Wealth Management, LLC History No change 696 237 0.17% 0.17% 1796 0 0.0% Q2 2026 Jul 13, 2026
WASHINGTON CAPITAL MANAGEMENT, INC History No change 728 236 0.16% 0.16% 1797 0 0.0% Q3 2026 Oct 19, 2026
Chancellor Financial Group WB LP History No change 695 236 0.15% 0.15% 1798 0 0.0% Q2 2026 Aug 10, 2026
Fullerton Fund Management Co Ltd. History No change 691 235 0.02% 0.02% 1799 0 0.0% Q2 2026 Aug 14, 2026
Pavion Blue Capital, LLC History No change 691 235 0.09% 0.09% 1800 0 0.0% Q2 2026 Aug 07, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 722 234 0.05% 0.05% 1801 +34 4.94% Q3 2026 Oct 05, 2026
Signature Equity Partners, LLC History Reduced 722 234 0.08% 0.11% 1803 -7 -0.96% Q3 2026 Oct 29, 2026
Enhancing Capital LLC History No change 722 234 0.16% 0.17% 1802 0 0.0% Q3 2026 Oct 26, 2026
Pines Wealth Management, LLC History Reduced 717 233 0.07% 0.08% 1804 -136 -15.94% Q3 2026 Oct 21, 2026
Allen Capital Group, LLC History Added to 709 230 0.02% 0.02% 1806 +20 2.9% Q3 2026 Oct 27, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 710 230 0.03% 0.03% 1805 0 0.0% Q3 2026 Oct 16, 2026
SCHULHOFF & CO INC History No change 672 228 0.09% 0.09% 1807 0 0.0% Q2 2026 Aug 13, 2026
McGowan Group Asset Management, Inc. History No change 670 228 0.03% 0.03% 1808 0 0.0% Q2 2026 Aug 12, 2026
BETO FINANCIAL GROUP, LLC History No change 647 228 0.12% 0.12% 1809 0 0.0% Q2 2026 Aug 07, 2026
CoreCap Advisors, LLC History Added to 699 227 0.01% 0.01% 1812 +14 2.04% Q3 2026 Oct 08, 2026
TOWNSQUARE CAPITAL LLC History No change 666 227 0.04% 0.04% 1810 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 666 227 0.02% 0.02% 1811 0 0.0% Q2 2026 Aug 13, 2026
Secure Asset Management, LLC History Added to 695 226 0.03% 0.03% 1814 +105 17.8% Q3 2026 Oct 19, 2026
Benchmark Financial Wealth Advisors, LLC History Added to 698 226 0.05% 0.05% 1813 +102 17.11% Q3 2026 Oct 20, 2026
Mayfair Advisory Group, LLC History Added to 695 226 0.07% 0.07% 1815 +25 3.73% Q3 2026 Oct 19, 2026
Granite Harbor Advisors, Inc. History No change 661 225 0.09% 0.09% 1816 0 0.0% Q2 2026 Jul 31, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 660 225 0.16% 0.16% 1817 0 0.0% Q2 2026 Aug 14, 2026
Hoxton Planning & Management, LLC History Reduced 691 224 0.06% 0.06% 1818 -9 -1.29% Q3 2026 Oct 15, 2026
BARLOW WEALTH PARTNERS, LLC History No change 673 224 0.02% 0.03% 1819 0 0.0% Q3 2026 Oct 15, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 657 223 0.02% 0.02% 1820 0 0.0% Q2 2026 Aug 10, 2026
TIEMANN INVESTMENT ADVISORS, LLC History No change 655 223 0.08% 0.08% 1821 0 0.0% Q2 2026 Aug 07, 2026
Raab & Moskowitz Asset Management LLC History No change 687 223 0.04% 0.05% 1822 0 0.0% Q3 2026 Nov 02, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 685 222 0.01% 0.01% 1825 -100 -12.74% Q3 2026 Oct 22, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 653 222 0.01% 0.01% 1823 0 0.0% Q2 2026 Aug 04, 2026
Kelman-Lazarov, Inc. History No change 653 222 0.03% 0.03% 1824 0 0.0% Q2 2026 Aug 10, 2026
Tradition Wealth Management, LLC History No change 649 221 0.01% 0.01% 1826 0 0.0% Q2 2026 Aug 11, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 649 221 0.05% 0.05% 1827 0 0.0% Q2 2026 Jul 09, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 646 220 0.03% 0.03% 1828 0 0.0% Q2 2026 Oct 30, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Added to 674 219 0.01% 0.02% 1829 +16 2.43% Q3 2026 Oct 14, 2026
Lewis Asset Management, LLC History New 671 218 0.07% — 1832 +671 New Q3 2026 Oct 13, 2026
Montz Harcus Wealth Management LLC History Added to 671 218 0.08% 0.08% 1830 +2 0.3% Q3 2026 Oct 09, 2026
Stonebridge Financial Group, LLC / MO History No change 642 218 0.14% 0.14% 1831 0 0.0% Q2 2026 Jul 24, 2026
Spire Wealth Management History Reduced 669 217 0.01% 0.09% 1835 -7,770 -92.07% Q3 2026 Oct 30, 2026
Convergence Investment Partners, LLC History Reduced 668 217 0.02% 0.02% 1833 -16 -2.34% Q3 2026 Oct 28, 2026
BFSG, LLC History No change 668 217 0.02% 0.02% 1834 0 0.0% Q3 2026 Oct 30, 2026
COGENT STRATEGIC WEALTH LLC History Added to 666 216 0.21% 0.2% 1838 +44 7.07% Q3 2026 Oct 22, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Added to 667 216 0.0% 0.0% 1836 +1 0.15% Q3 2026 Oct 13, 2026
Perennial Investment Advisors, LLC History No change 634 216 0.01% 0.01% 1837 0 0.0% Q2 2026 Aug 14, 2026
RDA Financial Network History Reduced 662 215 0.05% 0.05% 1839 -15 -2.22% Q3 2026 Oct 15, 2026
MIDLAND WEALTH ADVISORS, LLC History Reduced 660 214 0.01% 0.01% 1840 -59 -8.21% Q3 2026 Oct 26, 2026
Meridian Financial Advisors, LLC History No change 661 214 0.1% 0.11% 1841 0 0.0% Q3 2026 Oct 14, 2026
Rockline Wealth Management, LLC History No change 657 213 0.04% 0.04% 1842 0 0.0% Q3 2026 Oct 26, 2026
SEEDS INVESTOR LLC History No change 626 213 0.02% 0.02% 1843 0 0.0% Q2 2026 Aug 12, 2026
Reflection Asset Management History No change 655 213 0.09% 0.1% 1844 0 0.0% Q3 2026 Oct 28, 2026
Clear Retirement Advice LLC History No change 656 213 0.14% 0.15% 1845 0 0.0% Q3 2026 Oct 22, 2026
Canvas Wealth Advisors, LLC History Reduced 587 212 0.03% 0.03% 1847 -87 -12.91% Q3 2026 Nov 02, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 625 212 0.01% 0.01% 1846 0 0.0% Q2 2026 Aug 12, 2026
Trust Co History No change 649 211 0.02% 0.02% 1848 0 0.0% Q3 2026 Oct 09, 2026
Bigelow Investment Advisors, LLC History No change 650 211 0.08% 0.08% 1849 0 0.0% Q3 2026 Oct 13, 2026
Tanager Wealth Management LLP History New 646 210 0.02% — 1854 +646 New Q3 2026 Oct 19, 2026
HMS Capital Management, LLC History Reduced 646 210 0.08% 0.13% 1851 -359 -35.72% Q3 2026 Oct 20, 2026
EDMP, INC. History No change 648 210 0.16% 0.18% 1850 0 0.0% Q3 2026 Oct 22, 2026
HighRoad Wealth Advisors, LLC History No change 647 210 0.18% 0.19% 1852 0 0.0% Q3 2026 Oct 14, 2026
Van Diest Capital, LLC History No change 617 210 0.19% 0.19% 1853 0 0.0% Q2 2026 Aug 04, 2026
Winthrop Advisory Group LLC History Added to 639 208 0.01% 0.01% 1856 +49 8.31% Q3 2026 Oct 22, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 642 208 0.03% 0.03% 1855 0 0.0% Q3 2026 Oct 22, 2026
Westshore Wealth, LLC History No change 610 207 0.06% 0.06% 1857 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 608 207 0.03% 0.03% 1858 0 0.0% Q2 2026 Aug 11, 2026
Oak Harvest Investment Services History Added to 635 206 0.02% 0.02% 1861 +9 1.44% Q3 2026 Oct 20, 2026
NTV ASSET MANAGEMENT LLC History No change 636 206 0.02% 0.02% 1859 0 0.0% Q3 2026 Oct 23, 2026
SUMMIT WEALTH & RETIREMENT PLANNING, INC. History No change 605 206 0.04% 0.04% 1860 0 0.0% Q2 2026 Jul 27, 2026
TAGStone Capital, Inc. History No change 604 206 0.07% 0.07% 1862 0 0.0% Q2 2026 Aug 11, 2026
SAGE RHINO CAPITAL LLC History Reduced 631 205 0.03% 0.03% 1867 -5 -0.79% Q3 2026 Oct 27, 2026
MCDONALD PARTNERS LLC History No change 633 205 0.05% 0.05% 1863 0 0.0% Q3 2026 Nov 03, 2026
Gilman Hill Asset Management, LLC History No change 633 205 0.03% 0.03% 1864 0 0.0% Q3 2026 Oct 13, 2026
Leisure Capital Management History No change 633 205 0.06% 0.07% 1865 0 0.0% Q3 2026 Nov 03, 2026
Adalta Capital Management LLC History No change 600 205 0.09% 0.09% 1866 0 0.0% Q2 2026 Aug 14, 2026
Apollon Financial, LLC History Added to 629 204 0.02% 0.03% 1874 +1 0.16% Q3 2026 Oct 23, 2026
Alpha Family Trust History No change 600 204 0.08% 0.08% 1868 0 0.0% Q3 2026 Nov 04, 2026
CTC Alternative Strategies, Ltd. History No change 600 204 0.29% 0.29% 1869 0 0.0% Q2 2026 Aug 13, 2026
Broadleaf Partners, LLC History No change 601 204 0.04% 0.04% 1870 0 0.0% Q2 2026 Aug 13, 2026
Carl P. Sherr & Co., LLC History No change 601 204 0.09% 0.09% 1871 0 0.0% Q2 2026 Jul 31, 2026
CoreFirst Bank & Trust History No change 599 204 0.1% 0.1% 1872 0 0.0% Q2 2026 Aug 05, 2026
XY Capital Ltd History No change 600 204 0.2% 0.2% 1873 0 0.0% Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History No change 600 204 0.08% 0.08% 1875 0 0.0% Q2 2026 Aug 13, 2026
Embree Financial Group History Reduced 627 203 0.02% 0.02% 1880 -25 -3.83% Q3 2026 Oct 22, 2026
Ifrah Financial Services, Inc. History Reduced 625 203 0.05% 0.05% 1876 -8 -1.26% Q3 2026 Oct 13, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 625 203 0.02% 0.02% 1877 0 0.0% Q3 2026 Oct 29, 2026
Kensington Investment Counsel, LLC History No change 597 203 0.09% 0.09% 1878 0 0.0% Q2 2026 Aug 14, 2026
UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC History No change 576 203 0.12% 0.12% 1879 0 0.0% Q2 2026 Aug 07, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 619 201 0.04% 0.0% 1883 +566 1067.92% Q3 2026 Oct 19, 2026
BOSTON RESEARCH & MANAGEMENT INC History No change 590 201 0.04% 0.04% 1881 0 0.0% Q2 2026 Aug 11, 2026
Peachtree Investment Partners, LLC History No change 593 201 0.06% 0.06% 1882 0 0.0% Q2 2026 Aug 06, 2026
Aventura Private Wealth, LLC History No change 588 200 0.06% 0.06% 1884 0 0.0% Q2 2026 Jul 15, 2026
REXFORD CAPITAL INC History No change 583 198 0.12% 0.12% 1885 0 0.0% Q2 2026 Jul 29, 2026
AMERICAN NATIONAL BANK & TRUST History No change 603 196 0.02% 0.02% 1886 0 0.0% Q3 2026 Oct 07, 2026
Dakota Community Bank & Trust NA History Added to 598 194 0.56% 0.52% 1887 +107 21.79% Q3 2026 Oct 09, 2026
BAYBAN History No change 544 185 0.14% 0.14% 1888 0 0.0% Q2 2026 Jul 30, 2026
USA FINANCIAL FORMULAS History No change 539 183 0.03% 0.03% 1889 0 0.0% Q2 2026 Aug 04, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 519 176 0.05% 0.05% 1890 0 0.0% Q2 2026 Aug 07, 2026
SBI Securities Co., Ltd. History Added to 541 175 0.0% 0.0% 1891 +165 43.88% Q3 2026 Oct 21, 2026
Paladin Partners, LLC History No change 540 175 0.11% 0.12% 1892 0 0.0% Q3 2026 Oct 06, 2026
Roehl & Yi Investment Advisors, LLC History No change 10,576 168 0.06% 0.06% 1893 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History Reduced 510 165 0.01% 0.01% 1895 -3 -0.58% Q3 2026 Oct 29, 2026
Pinnacle Bancorp, Inc. History No change 509 165 0.04% 0.05% 1894 0 0.0% Q3 2026 Oct 21, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 505 164 0.04% 0.04% 1896 0 0.0% Q3 2026 Oct 16, 2026
Golden State Wealth Management, LLC History Added to 498 162 0.01% 0.02% 1897 +1 0.2% Q3 2026 Nov 02, 2026
PROSPERITY BANCSHARES INC History No change 471 160 0.1% 0.1% 1898 0 0.0% Q2 2026 Aug 14, 2026
BIRCH FINANCIAL GROUP, LLC History New 489 158 0.07% — 1900 +489 New Q3 2026 Oct 27, 2026
NBH Bank History No change 466 158 0.07% 0.07% 1899 0 0.0% Q2 2026 Aug 14, 2026
Silver Grove Financial Group, Inc. History No change 459 156 0.08% 0.08% 1901 0 0.0% Q2 2026 Aug 13, 2026
Bruce G. Allen Investments, LLC History No change 456 155 0.1% 0.1% 1902 0 0.0% Q2 2026 Jul 31, 2026
Bravera Wealth History No change 456 155 0.06% 0.06% 1903 0 0.0% Q2 2026 Jul 23, 2026
1015 Capital Partners, LLC History No change 451 153 0.13% 0.13% 1904 0 0.0% Q2 2026 Jul 21, 2026
First Bancorp, Inc /ME/ History Added to 462 150 0.06% 0.06% 1905 +45 10.79% Q3 2026 Oct 26, 2026
Cape Investment Advisory, Inc. History Added to 452 147 0.04% 0.03% 1906 +106 30.64% Q3 2026 Oct 13, 2026
Anchor Investment Management, LLC History No change 431 146 0.01% 0.01% 1907 0 0.0% Q2 2026 Sep 15, 2026
Physician Wealth Advisors, Inc. History Added to 440 143 0.02% 0.02% 1909 +15 3.53% Q3 2026 Oct 20, 2026
SOUTHERN MICHIGAN BANK & TRUST History Added to 442 143 0.05% 0.05% 1908 +9 2.08% Q3 2026 Oct 19, 2026
JFS WEALTH ADVISORS, LLC History Reduced 437 142 0.01% 0.01% 1910 -5 -1.13% Q3 2026 Nov 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History Added to 433 140 0.03% 0.03% 1911 +34 8.52% Q3 2026 Oct 15, 2026
General Partner, Inc. History No change 425 138 0.07% 0.08% 1912 0 0.0% Q3 2026 Oct 05, 2026
WPG Advisers, LLC History Added to 422 137 0.07% 0.08% 1913 +7 1.69% Q3 2026 Oct 27, 2026
Strategic Investment Solutions, Inc. /IL History No change 400 136 0.03% 0.03% 1914 0 0.0% Q2 2026 Jul 08, 2026
BIRCHBROOK, INC. History No change 413 134 0.06% 0.07% 1915 0 0.0% Q3 2026 Oct 14, 2026
Measured Wealth Private Client Group, LLC History No change 383 130 0.03% 0.03% 1916 0 0.0% Q2 2026 Aug 10, 2026
Reyes Financial Architecture, Inc. History No change 400 130 0.08% 0.08% 1917 0 0.0% Q3 2026 Oct 21, 2026
Nova Financial LLC History New 396 128 0.05% — 1919 +396 New Q3 2026 Nov 04, 2026
EFG International AG History No change 378 128 0.0% 0.0% 1918 0 0.0% Q2 2026 Aug 14, 2026
Lavaca Capital LLC History No change 372 126 0.01% 0.01% 1920 0 0.0% Q2 2026 Aug 14, 2026
Bayforest Capital Ltd History Added to 384 124 0.18% 0.06% 1921 +179 87.32% Q3 2026 Nov 03, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 361 123 0.07% 0.07% 1922 0 0.0% Q2 2026 Aug 13, 2026
FIRST FINANCIAL CORP /IN/ History No change 378 122 0.04% 0.04% 1923 0 0.0% Q3 2026 Oct 13, 2026
Owl Creek Wealth Partners LLC History Reduced 366 119 0.03% 0.04% 1924 -60 -14.08% Q3 2026 Oct 20, 2026
Torren Management, LLC History Reduced 351 114 0.06% 0.07% 1925 -28 -7.39% Q3 2026 Oct 29, 2026
Rosenberg Matthew Hamilton History No change 347 112 0.02% 0.02% 1926 0 0.0% Q3 2026 Oct 05, 2026
Mowery & Schoenfeld Wealth Management, LLC History Reduced 337 109 0.12% 0.19% 1928 -81 -19.38% Q3 2026 Oct 27, 2026
UNION SAVINGS BANK History No change 336 109 0.04% 0.05% 1927 0 0.0% Q3 2026 Oct 14, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 330 107 0.01% 0.01% 1929 0 0.0% Q3 2026 Oct 14, 2026
North Star Investment Management Corp. History Added to 326 106 0.01% 0.01% 1930 +27 9.03% Q3 2026 Oct 27, 2026
Bell Investment Advisors, Inc History Reduced 322 104 0.02% 0.02% 1931 -6 -1.83% Q3 2026 Oct 28, 2026
Keating Financial Advisory Services, Inc. History No change 306 104 0.01% 0.01% 1932 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 313 101 0.03% 0.03% 1933 0 0.0% Q3 2026 Oct 22, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 300 97 0.07% 0.09% 1934 -100 -25.0% Q3 2026 Oct 09, 2026
Westside Investment Management, Inc. History No change 285 94 0.01% 0.01% 1935 0 0.0% Q3 2026 Nov 02, 2026
Carolina Wealth Advisors, LLC History Added to 287 93 0.04% 0.0% 1936 +266 1266.67% Q3 2026 Oct 23, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 277 90 0.03% 0.03% 1937 0 0.0% Q3 2026 Oct 15, 2026
PALLADIEM, LLC History No change 252 85 0.08% 0.08% 1938 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 261 84 0.0% 0.0% 1939 -16 -5.78% Q3 2026 Oct 22, 2026
Granite FO LLC History No change 260 84 0.05% 0.05% 1940 0 0.0% Q3 2026 Oct 14, 2026
Crews Bank & Trust History No change 248 84 0.01% 0.01% 1941 0 0.0% Q2 2026 Jul 16, 2026
Regatta Research & Money Management History No change 250 84 0.08% 0.08% 1942 0 0.0% Q2 2026 Aug 11, 2026
SHP Wealth Management History No change 244 83 0.01% 0.01% 1943 0 0.0% Q2 2026 Aug 11, 2026
TrustBank History No change 255 82 0.03% 0.03% 1944 0 0.0% Q3 2026 Oct 20, 2026
Heritage Family Offices, LLP History New 251 81 0.03% — 1947 +251 New Q3 2026 Nov 02, 2026
ALTA CAPITAL MANAGEMENT LLC/ History New 250 81 0.01% — 1946 +250 New Q3 2026 Oct 26, 2026
OAKMONT Corp History No change 240 81 0.02% 0.02% 1945 0 0.0% Q2 2026 Aug 06, 2026
Purpose Unlimited Inc. History No change 234 79 0.0% 0.0% 1948 0 0.0% Q2 2026 Aug 13, 2026
Synergy Investment Management, LLC History No change 219 78 0.02% 0.02% 1949 0 0.0% Q2 2026 Aug 14, 2026
Horizons Wealth Management History New 239 77 0.05% — 1951 +239 New Q3 2026 Oct 05, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 239 77 0.02% 0.02% 1950 0 0.0% Q3 2026 Oct 07, 2026
Front Row Advisors LLC History No change 220 76 0.02% 0.02% 1952 0 0.0% Q2 2026 Aug 13, 2026
Meriwether Wealth & Planning, LLC History New 230 74 0.03% — 1955 +230 New Q3 2026 Oct 13, 2026
Truvestments Capital LLC History No change 218 74 0.01% 0.01% 1953 0 0.0% Q2 2026 Aug 12, 2026
Activest Wealth Management History No change 230 74 0.01% 0.02% 1954 0 0.0% Q3 2026 Oct 15, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 213 72 0.0% 0.0% 1956 0 0.0% Q2 2026 Aug 10, 2026
Rossby Financial, LCC History No change 212 72 0.01% 0.01% 1957 0 0.0% Q2 2026 Aug 04, 2026
HHM Wealth Advisors, LLC History No change 210 71 0.01% 0.01% 1958 0 0.0% Q2 2026 Jul 13, 2026
JPL Wealth Management, LLC History No change 211 71 0.01% 0.01% 1959 0 0.0% Q2 2026 Aug 13, 2026
Hurley Capital, LLC History No change 206 70 0.04% 0.04% 1960 0 0.0% Q2 2026 Aug 10, 2026
Bogart Wealth, LLC History No change 208 70 0.0% 0.0% 1961 0 0.0% Q2 2026 Jul 24, 2026
Caldwell Trust Co History Reduced 214 69 0.01% 0.01% 1963 -19 -8.15% Q3 2026 Oct 30, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 205 69 0.01% 0.01% 1962 0 0.0% Q2 2026 Aug 14, 2026
JNBA Financial Advisors History Added to 211 68 0.01% 0.0% 1965 +80 61.07% Q3 2026 Nov 03, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 200 68 0.02% 0.02% 1964 0 0.0% Q2 2026 Aug 07, 2026
Park Place Capital Corp History No change 200 68 0.01% 0.01% 1966 0 0.0% Q2 2026 Aug 13, 2026
Sachetta, LLC History No change 200 68 0.03% 0.03% 1967 0 0.0% Q2 2026 Jul 15, 2026
LOOMIS SAYLES & CO L P History No change 198 67 0.0% 0.0% 1968 0 0.0% Q2 2026 Aug 14, 2026
Key FInancial Inc History Added to 203 66 0.01% 0.01% 1969 +52 34.44% Q3 2026 Nov 02, 2026
Axiom Investment Management LLC History Reduced 200 65 0.05% 0.06% 1971 -80 -28.57% Q3 2026 Nov 03, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 201 65 0.01% 0.01% 1970 0 0.0% Q3 2026 Oct 22, 2026
Clean Yield Group History No change 201 65 0.02% 0.02% 1972 0 0.0% Q3 2026 Oct 28, 2026
ALBION FINANCIAL GROUP /UT History Reduced 197 64 0.0% 0.0% 1973 -35 -15.09% Q3 2026 Oct 21, 2026
Capital Advisors, Ltd. LLC History Added to 191 62 0.01% 0.01% 1974 +25 15.06% Q3 2026 Oct 27, 2026
TOMPKINS FINANCIAL CORP History No change 189 61 0.0% 0.0% 1975 0 0.0% Q3 2026 Oct 05, 2026
ESL Trust Services, LLC History No change 180 61 0.01% 0.01% 1976 0 0.0% Q2 2026 Aug 13, 2026
Operose Advisors LLC History No change 178 60 0.01% 0.01% 1977 0 0.0% Q2 2026 Aug 13, 2026
Imprint Wealth LLC History No change 176 59 0.24% 0.24% 1978 0 0.0% Q2 2026 Aug 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 173 58 0.01% 0.01% 1979 0 0.0% Q2 2026 Aug 07, 2026
VAQUERO PRIVATE WEALTH, LTD History No change 179 58 0.01% 0.01% 1980 0 0.0% Q3 2026 Oct 27, 2026
Main Street Group, LTD History No change 176 57 0.01% 0.01% 1981 0 0.0% Q3 2026 Oct 28, 2026
TFC Financial Management, Inc. History No change 174 56 0.01% 0.01% 1982 0 0.0% Q3 2026 Oct 26, 2026
Hilltop National Bank History Reduced 172 55 0.01% 0.02% 1983 -73 -29.8% Q3 2026 Oct 14, 2026
Marshall & Sterling Wealth Advisors Inc. History No change 169 55 0.03% 0.03% 1984 0 0.0% Q3 2026 Oct 28, 2026
Marquette Asset Management, LLC History Added to 169 54 0.01% 0.01% 1985 +23 15.75% Q3 2026 Oct 09, 2026
USA FINANCIAL FORMULAS History New 166 53 0.01% — 1987 +166 New Q3 2026 Oct 16, 2026
Financial Life Planners History No change 158 53 0.03% 0.03% 1986 0 0.0% Q2 2026 Jul 21, 2026
KFG LLC History New 160 52 0.03% — 1990 +160 New Q3 2026 Nov 02, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History Added to 162 52 0.02% 0.01% 1989 +122 305.0% Q3 2026 Nov 04, 2026
CITY HOLDING CO History Added to 162 52 0.01% 0.01% 1988 +12 8.0% Q3 2026 Oct 19, 2026
Lodestone Wealth Management LLC History Added to 158 51 0.02% 0.02% 1991 +2 1.28% Q3 2026 Oct 14, 2026
Rydar Equities, Inc. History New 150 50 0.03% — 1993 +150 New Q3 2026 Oct 13, 2026
Kemnay Advisory Services Inc. History No change 148 50 0.01% 0.01% 1992 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History Added to 152 49 0.05% 0.04% 1994 +20 15.15% Q3 2026 Oct 27, 2026
Financial Perspectives, Inc History Added to 148 48 0.01% 0.01% 1996 +39 35.78% Q3 2026 Nov 03, 2026
Smallwood Wealth Investment Management, LLC History No change 150 48 0.02% 0.02% 1995 0 0.0% Q3 2026 Oct 30, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 147 47 0.01% — 1998 +147 New Q3 2026 Oct 30, 2026
Millstone Evans Group, LLC History No change 140 47 0.03% 0.03% 1997 0 0.0% Q2 2026 Aug 11, 2026
1248 Management, LLC History No change 137 46 0.02% 0.02% 1999 0 0.0% Q2 2026 Aug 13, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 134 45 0.02% 0.02% 2000 0 0.0% Q2 2026 Sep 18, 2026