DIAGEO PLC - DEO

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
FMR LLC History No change 7,584,890 609,673 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
Orbis Allan Gray Ltd History No change 4,777,636 384,026 1.32% 1.32% 2 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 2,915,201 234,323 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
EQUITY INVESTMENT CORP History No change 1,667,509 134,034 2.56% 2.56% 4 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,644,565 132,420 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 11, 2026
FRANKLIN RESOURCES INC History No change 1,555,320 125,330 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
MARKEL GROUP INC. History No change 1,372,208 110,298 0.84% 0.84% 7 0 0.0% Q2 2026 Jul 31, 2026
BROOKFIELD Corp /ON/ History No change 1,200,738 96,515 0.13% 0.13% 8 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 1,051,605 84,528 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 1,019,148 81,919 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 12, 2026
Cullen Capital Management, LLC History No change 1,018,308 81,851 0.81% 0.81% 11 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 951,700 76,497 0.02% 0.02% 12 0 0.0% Q2 2026 Sep 23, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History No change 899,015 72,262 0.78% 0.78% 13 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 825,610 66,363 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 825,138 66,324 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 737,214 59,257 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 680,973 54,738 0.38% 0.38% 17 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 679,550 54,622 0.35% 0.35% 18 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 666,889 53,604 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 620,017 49,836 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
Partners Value Investments L.P. History No change 609,150 48,963 0.5% 0.5% 21 0 0.0% Q2 2026 Aug 14, 2026
ABC ARBITRAGE SA History No change 584,311 46,966 5.07% 5.07% 22 0 0.0% Q2 2026 Jul 20, 2026
First Eagle Investment Management, LLC History No change 554,155 44,542 0.07% 0.07% 23 0 0.0% Q2 2026 Aug 05, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 548,906 44,121 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 13, 2026
CAMBIAR INVESTORS LLC History No change 547,854 44,036 1.91% 1.91% 25 0 0.0% Q2 2026 Jul 31, 2026
Douglas Lane & Associates, LLC History Added to 504,919 43,221 0.58% 0.54% 26 +6,648 1.33% Q3 2026 Oct 09, 2026
BlackRock, Inc. History No change 523,685 42,093 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 07, 2026
Aristotle Capital Management, LLC History No change 518,222 41,658 0.09% 0.09% 28 0 0.0% Q2 2026 Aug 14, 2026
Altshuler Shaham Ltd History No change 500,000 40,190 0.5% 0.5% 29 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 460,299 36,998 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 13, 2026
Federation des caisses Desjardins du Quebec History No change 447,133 35,940 0.11% 0.11% 31 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 445,265 35,790 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 407,278 33,885 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 411,821 33,102 0.14% 0.14% 34 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 400,299 32,176 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History No change 388,510 31,228 0.0% 0.0% 36 0 0.0% Q2 2026 Sep 02, 2026
AGF MANAGEMENT LTD History No change 387,720 31,164 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 10, 2026
Saratoga Research & Investment Management History No change 361,038 29,020 1.59% 1.59% 38 0 0.0% Q2 2026 Jul 23, 2026
PRIVATE MANAGEMENT GROUP INC History No change 349,184 28,067 0.74% 0.74% 39 0 0.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History No change 331,035 26,608 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 328,810 26,432 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 318,623 25,610 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 12, 2026
Pureheart Capital Pte Ltd. History No change 312,237 25,097 11.24% 11.24% 43 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 306,905 24,669 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 304,276 24,457 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 12, 2026
FIRST MANHATTAN CO. LLC. History No change 302,107 24,283 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 302,041 24,278 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Monaco Asset Management SAM History No change 288,674 23,203 1.84% 1.84% 48 0 0.0% Q2 2026 Aug 07, 2026
LMR Partners LLP History No change 264,382 21,251 0.08% 0.08% 49 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATION RESOURCE MANAGEMENT INC History No change 241,589 19,418 2.26% 2.26% 50 0 0.0% Q2 2026 Jul 21, 2026
GAMCO INVESTORS, INC. ET AL History No change 232,126 18,658 0.17% 0.17% 51 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 230,135 18,498 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 200,467 16,113 0.03% 0.03% 53 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 200,067 16,081 0.17% 0.17% 54 0 0.0% Q2 2026 Aug 03, 2026
SEI INVESTMENTS CO History No change 199,419 16,023 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
BROWN BROTHERS HARRIMAN & CO History No change 198,949 15,991 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 12, 2026
Twin Tree Management, LP History No change 196,300 15,778 0.3% 0.3% 57 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 188,771 15,173 0.37% 0.37% 58 0 0.0% Q2 2026 Aug 11, 2026
IMC-Chicago, LLC History No change 186,645 15,002 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 06, 2026
Townsend & Associates, Inc History No change 168,835 14,323 1.22% 1.22% 60 0 0.0% Q2 2026 Jul 22, 2026
LAZARD ASSET MANAGEMENT LLC History No change 173,888 13,977 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 173,712 13,962 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 07, 2026
CORDA Investment Management, LLC. History No change 167,300 13,447 0.82% 0.82% 63 0 0.0% Q2 2026 Aug 06, 2026
TriCert Investment Counsel Inc. History No change 152,169 12,231 1.14% 1.14% 64 0 0.0% Q2 2026 Aug 10, 2026
ASSETMARK, INC History No change 151,882 12,208 0.02% 0.02% 65 0 0.0% Q2 2026 Jul 30, 2026
Quantinno Capital Management LP History No change 150,490 12,096 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 144,278 11,597 0.02% 0.02% 67 0 0.0% Q2 2026 Aug 05, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 142,611 11,463 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 13, 2026
Great Hill Capital LLC History No change 142,128 11,424 0.27% 0.27% 69 0 0.0% Q2 2026 Jul 27, 2026
Allied Investment Advisors, LLC History Added to 132,889 11,375 1.07% 1.25% 70 +9,017 7.28% Q3 2026 Oct 13, 2026
GRANDFIELD & DODD, LLC History No change 139,706 11,229 0.59% 0.59% 71 0 0.0% Q2 2026 Aug 07, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 139,241 11,192 0.06% 0.06% 72 0 0.0% Q2 2026 Aug 14, 2026
SKBA CAPITAL MANAGEMENT LLC History No change 134,400 10,803 1.78% 1.78% 73 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 130,931 10,524 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 13, 2026
Tweedy, Browne Co LLC History No change 126,176 10,142 0.77% 0.77% 75 0 0.0% Q2 2026 Aug 07, 2026
DV EQUITIES, LLC History No change 125,998 10,127 1.45% 1.45% 76 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 124,530 10,009 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 121,670 9,779 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 120,601 9,693 0.03% 0.03% 79 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 118,500 9,525 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 13, 2026
1832 Asset Management L.P. History No change 115,037 9,246 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 109,743 8,821 0.02% 0.02% 82 0 0.0% Q2 2026 Aug 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 100,892 8,636 0.14% 0.98% 83 -676,044 -87.01% Q3 2026 Oct 01, 2026
FAYEZ SAROFIM & CO History No change 103,322 8,305 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 14, 2026
Philip James Wealth Mangement, LLC History No change 103,195 8,294 0.93% 0.93% 85 0 0.0% Q2 2026 Jul 27, 2026
SCOTIA CAPITAL INC. History No change 102,003 8,199 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 11, 2026
Walleye Capital LLC History No change 99,200 7,973 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 03, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 98,067 7,882 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 97,669 7,850 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
Creative Planning History No change 97,283 7,819 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History No change 95,951 7,713 0.76% 0.76% 91 0 0.0% Q2 2026 Jul 24, 2026
Poehling Capital Management, INC. History No change 92,840 7,462 1.6% 1.6% 92 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 87,816 7,328 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 91,022 7,316 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Live Oak Private Wealth LLC History No change 90,156 7,246 0.91% 0.91% 95 0 0.0% Q2 2026 Jul 20, 2026
Moran Wealth Management, LLC History No change 89,478 7,192 0.2% 0.2% 96 0 0.0% Q2 2026 Aug 05, 2026
Bank of New York Mellon Corp History No change 87,472 7,031 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 80,965 6,507 0.01% 0.01% 98 0 0.0% Q2 2026 Jul 28, 2026
McGinn Penninger Investment Management, Inc. History No change 80,262 6,451 3.92% 3.92% 99 0 0.0% Q2 2026 Jul 28, 2026
Addenda Capital Inc. History No change 73,000 6,248 0.17% 0.16% 100 0 0.0% Q3 2026 Oct 13, 2026
OLD MISSION CAPITAL LLC History No change 76,904 6,181 0.1% 0.1% 101 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 74,621 5,998 0.01% 0.01% 102 0 0.0% Q2 2026 Aug 12, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 74,443 5,983 0.22% 0.22% 103 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 72,438 5,822 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI History Reduced 67,813 5,804 0.38% 0.37% 105 -1,813 -2.6% Q3 2026 Oct 09, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 66,475 5,343 0.05% 0.05% 106 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 65,332 5,251 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 75,873 5,164 0.01% 0.01% 108 +272 0.36% Q3 2026 Oct 13, 2026
Nuveen, LLC History No change 63,069 5,069 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 61,000 4,903 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
Lorne Steinberg Wealth Management Inc. History No change 59,275 4,764 0.98% 0.98% 111 0 0.0% Q2 2026 Jul 28, 2026
Erste Asset Management GmbH History No change 62,637 4,679 0.04% 0.04% 112 0 0.0% Q2 2026 Jul 28, 2026
Point72 Asset Management, L.P. History No change 57,800 4,645 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 57,038 4,584 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 55,269 4,445 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 54,861 4,410 0.06% 0.06% 116 0 0.0% Q2 2026 Aug 13, 2026
Capricorn Fund Managers Ltd History No change 54,000 4,340 0.34% 0.34% 117 0 0.0% Q2 2026 Jul 24, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 53,672 4,314 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 29, 2026
Vestmark Advisory Solutions, Inc. History No change 53,321 4,285 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 14, 2026
LMCG INVESTMENTS, LLC History No change 52,412 4,212 0.23% 0.23% 120 0 0.0% Q2 2026 Jul 22, 2026
Mariner, LLC History No change 52,284 4,203 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 13, 2026
Baird Financial Group, Inc. History No change 51,613 4,148 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 12, 2026
MARSHALL WACE, LLP History No change 50,371 4,048 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 50,174 4,032 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 07, 2026
HighTower Advisors, LLC History No change 49,490 3,977 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 05, 2026
BECKER CAPITAL MANAGEMENT INC History No change 48,074 3,864 0.1% 0.1% 126 0 0.0% Q2 2026 Jul 31, 2026
CITIGROUP INC History No change 47,765 3,839 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 03, 2026
Schonfeld Strategic Advisors LLC History No change 47,208 3,794 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 46,143 3,708 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 45,494 3,656 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 07, 2026
QUADRANT CAPITAL GROUP LLC History No change 43,559 3,501 0.1% 0.1% 131 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 42,384 3,405 0.01% 0.01% 132 0 0.0% Q2 2026 Aug 14, 2026
Entropy Technologies, LP History No change 42,296 3,399 0.14% 0.14% 133 0 0.0% Q2 2026 Aug 13, 2026
Value Partners Investments Inc. History No change 40,214 3,227 0.23% 0.23% 134 0 0.0% Q2 2026 Jul 15, 2026
BOOTHBAY FUND MANAGEMENT, LLC History No change 40,000 3,215 0.04% 0.04% 135 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 39,919 3,208 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Transmarket Holdings LP History No change 38,911 3,127 2.29% 2.29% 137 0 0.0% Q2 2026 Jul 21, 2026
Sanctuary Advisors, LLC History No change 37,856 3,042 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 13, 2026
Trexquant Investment LP History No change 37,761 3,035 0.02% 0.02% 139 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 37,222 2,991 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Ethic Inc. History No change 36,865 2,963 0.04% 0.04% 141 0 0.0% Q2 2026 Jul 29, 2026
DMKC Advisory Services, LLC History No change 36,589 2,941 0.56% 0.56% 142 0 0.0% Q2 2026 Jul 07, 2026
Focus Partners Wealth History No change 36,533 2,936 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 12, 2026
GREAT LAKES ADVISORS, LLC History No change 35,979 2,891 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 35,325 2,839 0.04% 0.04% 145 0 0.0% Q2 2026 Aug 14, 2026
Lafayette Investments, Inc. History No change 35,256 2,833 0.52% 0.52% 146 0 0.0% Q2 2026 Aug 11, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History No change 35,060 2,818 0.15% 0.15% 147 0 0.0% Q2 2026 Jul 13, 2026
Kerrisdale Advisers, LLC History No change 34,233 2,751 0.69% 0.69% 148 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 33,928 2,727 0.05% 0.05% 149 0 0.0% Q2 2026 Aug 11, 2026
Phoenix Financial Ltd. History No change 32,966 2,690 0.02% 0.02% 150 0 0.0% Q2 2026 Aug 11, 2026
SALT Holding Corp. History No change 31,855 2,560 1.36% 1.36% 151 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 31,585 2,538 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 30,700 2,467 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 30,688 2,466 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 24, 2026
BENEDICT FINANCIAL ADVISORS INC History Added to 28,241 2,417 0.48% 0.41% 155 +2,234 8.59% Q3 2026 Oct 07, 2026
Havemeyer Place LP History No change 29,153 2,343 0.23% 0.23% 156 0 0.0% Q2 2026 Aug 13, 2026
Royal Fund Management, LLC History No change 28,849 2,318 0.19% 0.19% 157 0 0.0% Q2 2026 Jul 20, 2026
STEPHENS INC /AR/ History No change 28,649 2,302 0.03% 0.03% 158 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 28,368 2,280 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 13, 2026
Marble Harbor Investment Counsel, LLC History No change 27,854 2,238 0.23% 0.23% 160 0 0.0% Q2 2026 Aug 07, 2026
Hillman Capital Management, Inc. History No change 27,492 2,209 1.6% 1.6% 161 0 0.0% Q2 2026 Aug 14, 2026
R.H. Investment Group, LLC History No change 27,035 2,173 1.64% 1.64% 162 0 0.0% Q2 2026 Aug 06, 2026
LEE DANNER & BASS INC History No change 26,725 2,148 0.12% 0.12% 163 0 0.0% Q2 2026 Jul 21, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 26,543 2,134 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 26,525 2,132 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Investment Research Advisors, Inc. History No change 26,374 2,120 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 27, 2026
Evelyn Partners Group Ltd History No change 26,313 2,115 0.0% 0.0% 167 0 0.0% Q2 2026 Aug 07, 2026
DRW Securities, LLC History No change 25,646 2,061 0.05% 0.05% 168 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Financial Partners, Inc. History No change 25,576 2,055 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 14, 2026
RBO & CO LLC History No change 25,301 2,033 0.32% 0.32% 170 0 0.0% Q2 2026 Aug 13, 2026
DAVENPORT & Co LLC History No change 24,749 1,989 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 13, 2026
Vident Advisory, LLC History No change 24,506 1,969 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 24,457 1,965 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 14, 2026
BEACON INVESTMENT ADVISORS LLC History No change 24,276 1,951 0.61% 0.61% 174 0 0.0% Q2 2026 Aug 13, 2026
WEIK CAPITAL MANAGEMENT History No change 24,227 1,947 0.75% 0.75% 175 0 0.0% Q2 2026 Aug 12, 2026
Beutel, Goodman & Co Ltd. History No change 24,060 1,933 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 12, 2026
TCTC Holdings, LLC History No change 24,050 1,933 0.05% 0.05% 177 0 0.0% Q2 2026 Aug 11, 2026
Pekin Hardy Strauss, Inc. History No change 24,000 1,929 0.17% 0.17% 178 0 0.0% Q2 2026 Jul 30, 2026
Atria Investments, Inc History No change 23,489 1,888 0.02% 0.02% 179 0 0.0% Q2 2026 Jul 28, 2026
Orion Porfolio Solutions, LLC History No change 23,221 1,866 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 23,098 1,856 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 06, 2026
Vanguard Personalized Indexing Management, LLC History No change 22,834 1,835 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 11, 2026
TUDOR INVESTMENT CORP ET AL History No change 22,800 1,832 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 22,625 1,818 0.03% 0.03% 184 0 0.0% Q2 2026 Jul 23, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,396 1,800 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 13, 2026
WINTON GROUP Ltd History No change 22,135 1,779 0.06% 0.06% 186 0 0.0% Q2 2026 Aug 07, 2026
Old Port Advisors History No change 21,633 1,738 0.34% 0.34% 187 0 0.0% Q2 2026 Jul 21, 2026
Quantbot Technologies LP History No change 21,398 1,719 0.07% 0.07% 188 0 0.0% Q2 2026 Aug 12, 2026
Farringdon Capital, Ltd. History No change 21,218 1,705 0.84% 0.84% 189 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 20,635 1,658 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 27, 2026
MAI Capital Management History No change 20,200 1,623 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 20,145 1,619 0.01% 0.01% 192 0 0.0% Q2 2026 Jul 28, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 20,000 1,607 0.01% 0.01% 193 0 0.0% Q2 2026 Aug 12, 2026
Clear Harbor Asset Management, LLC History No change 19,963 1,604 0.1% 0.1% 194 0 0.0% Q2 2026 Aug 12, 2026
LEVIN CAPITAL STRATEGIES, L.P. History No change 19,464 1,564 0.1% 0.1% 195 0 0.0% Q2 2026 Jul 31, 2026
HB Wealth Management, LLC History No change 19,244 1,546 0.01% 0.01% 196 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 19,173 1,541 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 14, 2026
Virtu Financial LLC History No change 18,758 1,508 0.05% 0.05% 198 0 0.0% Q2 2026 Aug 13, 2026
CHIRON CAPITAL MANAGEMENT, LLC History No change 18,505 1,487 1.33% 1.33% 199 0 0.0% Q2 2026 Jul 21, 2026
Pavion Blue Capital, LLC History No change 17,739 1,441 0.58% 0.58% 200 0 0.0% Q2 2026 Aug 07, 2026
NorthCrest Asset Manangement, LLC History Reduced 16,493 1,434 0.03% 0.04% 201 -3,865 -18.99% Q3 2026 Oct 09, 2026
Rockefeller Capital Management L.P. History No change 17,735 1,425 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 13, 2026
Inlet Private Wealth, LLC History No change 17,656 1,419 0.34% 0.34% 203 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 17,347 1,394 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 17,327 1,392 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 12, 2026
GeoWealth Management, LLC History No change 17,266 1,387 0.04% 0.04% 206 0 0.0% Q2 2026 Jul 30, 2026
World Investment Advisors History No change 18,570 1,383 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 13, 2026
GUGGENHEIM CAPITAL LLC History No change 17,133 1,377 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 12, 2026
GC Wealth Management RIA, LLC History No change 17,086 1,373 0.08% 0.08% 209 0 0.0% Q2 2026 Jul 16, 2026
Advisory Services Network, LLC History No change 16,851 1,354 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 12, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 16,655 1,338 0.27% 0.27% 211 0 0.0% Q2 2026 Aug 06, 2026
MONTAG A & ASSOCIATES INC History No change 16,145 1,297 0.05% 0.05% 212 0 0.0% Q2 2026 Aug 05, 2026
BCGM Wealth Management, LLC History No change 16,088 1,293 0.27% 0.27% 213 0 0.0% Q2 2026 Aug 04, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History No change 16,004 1,286 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 17, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 15,965 1,283 0.0% 0.0% 215 0 0.0% Q2 2026 Jul 28, 2026
Corient Private Wealth LP History No change 15,858 1,274 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 27, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 15,803 1,270 0.01% 0.01% 217 0 0.0% Q2 2026 Sep 23, 2026
EFG International AG History No change 15,711 1,262 0.02% 0.02% 218 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 15,405 1,238 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 04, 2026
Greenline Partners, LLC History No change 15,246 1,225 0.12% 0.12% 220 0 0.0% Q2 2026 Aug 14, 2026
Autumn Glory Partners, LLC History No change 15,213 1,222 0.35% 0.35% 221 0 0.0% Q2 2026 Aug 03, 2026
Templeton & Phillips Capital Management, LLC History No change 14,410 1,158 0.84% 0.84% 222 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 14,273 1,147 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 18, 2026
Nicholas Hoffman & Company, LLC. History No change 13,966 1,122 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 04, 2026
Merit Financial Group, LLC History No change 13,561 1,090 0.01% 0.01% 225 0 0.0% Q2 2026 Jul 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 13,509 1,085 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 13,462 1,082 0.02% 0.02% 227 0 0.0% Q2 2026 Aug 14, 2026
Limestone Investment Advisors LP History No change 13,400 1,077 0.08% 0.08% 228 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 12,520 1,071 0.01% 0.01% 229 -4,260 -25.39% Q3 2026 Oct 08, 2026
Burkett Asset Management Ltd History Reduced 12,290 1,052 0.99% 1.81% 230 -11,810 -49.0% Q3 2026 Oct 09, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 13,055 1,049 0.02% 0.02% 231 0 0.0% Q2 2026 Jul 31, 2026
Prime Capital Investment Advisors, LLC History No change 13,035 1,047 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 12,955 1,041 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 10, 2026
Campbell & CO Investment Adviser LLC History No change 12,939 1,040 0.05% 0.05% 234 0 0.0% Q2 2026 Aug 03, 2026
J. Safra Sarasin Holding AG History No change 12,823 1,031 0.01% 0.01% 235 0 0.0% Q2 2026 Jul 31, 2026
TWO SIGMA INVESTMENTS, LP History No change 12,478 1,002 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 12,392 996 0.01% 0.01% 237 0 0.0% Q2 2026 Jul 17, 2026
Parvin Asset Management, LLC History No change 12,325 990 0.78% 0.78% 238 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 12,311 969 0.0% 0.0% 239 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 12,037 967 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 10, 2026
Quinn Opportunity Partners LLC History No change 12,000 964 0.04% 0.04% 241 0 0.0% Q2 2026 Aug 14, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 11,911 957 0.06% 0.06% 242 0 0.0% Q2 2026 Jul 23, 2026
D. E. Shaw & Co., Inc. History No change 11,800 948 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 14, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 11,740 943 0.04% 0.04% 244 0 0.0% Q2 2026 Jul 21, 2026
HSBC HOLDINGS PLC History No change 11,698 942 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 11,710 941 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 11, 2026
DRH Investments, Inc. History No change 11,603 932 0.74% 0.74% 247 0 0.0% Q2 2026 Aug 14, 2026
Aaron Wealth Advisors LLC History Added to 10,777 922 0.05% 0.04% 248 +176 1.66% Q3 2026 Oct 13, 2026
AustralianSuper Pty Ltd History No change 11,356 912 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
Crossmark Global Holdings, Inc. History No change 11,283 906 0.01% 0.01% 250 0 0.0% Q2 2026 Jul 16, 2026
Sterling Capital Management LLC History No change 11,162 897 0.02% 0.02% 251 0 0.0% Q2 2026 Jul 28, 2026
AUXIER ASSET MANAGEMENT LLC History No change 11,133 894 0.12% 0.12% 252 0 0.0% Q2 2026 Aug 14, 2026
CENTRAL TRUST Co History No change 11,074 890 0.02% 0.02% 253 0 0.0% Q2 2026 Jul 31, 2026
DODGE & COX History No change 11,077 890 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 11,020 885 0.27% 0.27% 255 0 0.0% Q2 2026 Jul 22, 2026
SEARLE & CO. History No change 10,950 880 0.2% 0.2% 256 0 0.0% Q2 2026 Jul 27, 2026
Moors & Cabot, Inc. History No change 10,946 879 0.03% 0.03% 257 0 0.0% Q2 2026 Aug 10, 2026
Invesco Ltd. History No change 10,829 870 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Centiva Capital, LP History No change 10,540 847 0.01% 0.01% 259 0 0.0% Q2 2026 Aug 13, 2026
Tevis Investment Management History No change 10,543 847 0.46% 0.46% 260 0 0.0% Q2 2026 Aug 05, 2026
Westhampton Capital, LLC History No change 10,536 846 0.35% 0.35% 261 0 0.0% Q2 2026 Jul 14, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 10,420 837 0.02% 0.02% 262 0 0.0% Q2 2026 Aug 12, 2026
GLOBAL STRATEGIC MANAGEMENT INC History No change 10,350 832 0.64% 0.64% 263 0 0.0% Q2 2026 Aug 14, 2026
Rodgers Brothers Inc. History No change 10,242 823 0.08% 0.08% 264 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 10,224 821 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 24, 2026
Pine Valley Investments Ltd Liability Co History No change 10,052 808 0.03% 0.03% 266 0 0.0% Q2 2026 Jul 24, 2026
NOVEM GROUP History No change 10,008 804 0.08% 0.08% 267 0 0.0% Q2 2026 Jul 21, 2026
NORGES BANK History No change 10,000 803 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 9,958 800 0.01% 0.01% 269 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA SECURITIES, LLC History No change 9,920 797 0.07% 0.07% 270 0 0.0% Q2 2026 Aug 14, 2026
Joel Isaacson & Co., LLC History No change 9,828 789 0.02% 0.02% 271 0 0.0% Q2 2026 Aug 04, 2026
Beverly Hills Private Wealth, LLC History No change 9,811 788 0.15% 0.15% 272 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 9,789 786 0.01% 0.01% 273 0 0.0% Q2 2026 Aug 05, 2026
BENJAMIN EDWARDS INC History No change 9,775 785 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 9,410 756 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 23, 2026
Keystone Financial Group History No change 9,406 756 0.04% 0.04% 276 0 0.0% Q2 2026 Jul 29, 2026
SHRIER WEALTH MANAGEMENT, LLC History No change 9,339 750 0.25% 0.25% 277 0 0.0% Q2 2026 Jul 09, 2026
BLAIR WILLIAM & CO/IL History No change 9,255 743 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 11, 2026
Bradyco, Inc. History No change 9,240 742 0.85% 0.85% 279 0 0.0% Q2 2026 Aug 10, 2026
HUTNER CAPITAL MANAGEMENT INC History No change 9,194 738 0.29% 0.29% 280 0 0.0% Q2 2026 Aug 14, 2026
CMH Wealth Management LLC History No change 9,150 735 0.11% 0.11% 281 0 0.0% Q2 2026 Jul 09, 2026
Euro Pacific Asset Management, LLC History Added to 8,000 723 0.06% 0.07% 282 +805 11.19% Q3 2026 Oct 13, 2026
Prospera Financial Services Inc History No change 8,950 719 0.01% 0.01% 283 0 0.0% Q2 2026 Jul 15, 2026
BROWN ADVISORY INC History No change 8,877 713 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 8,883 713 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 07, 2026
Naviter Wealth, LLC History No change 8,581 689 0.06% 0.06% 286 0 0.0% Q2 2026 Aug 07, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 8,476 681 0.25% 0.25% 287 0 0.0% Q2 2026 Jul 10, 2026
Portside Wealth Group, LLC History No change 8,359 671 0.08% 0.08% 288 0 0.0% Q2 2026 Jul 14, 2026
OceanIQ Capital, LLC History No change 7,052 669 0.4% 0.4% 289 0 0.0% Q2 2026 Aug 12, 2026
INGALLS & SNYDER LLC History No change 8,228 661 0.02% 0.02% 290 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 8,193 658 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 11, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 8,191 658 0.04% 0.04% 292 0 0.0% Q2 2026 Aug 04, 2026
Manske Wealth Management History No change 8,146 654 0.16% 0.16% 293 0 0.0% Q2 2026 Aug 03, 2026
PINNACLE ASSOCIATES LTD History No change 8,077 649 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 03, 2026
Berkeley Capital Partners, LLC History No change 8,069 648 0.13% 0.13% 295 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 8,054 647 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 21, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 8,036 645 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 19, 2026
Compound Planning, Inc. History No change 8,023 644 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 04, 2026
LANARK FINANCIAL, INC. History No change 7,971 640 0.04% 0.04% 299 0 0.0% Q2 2026 Jul 21, 2026
Legacy Capital Wealth Partners, LLC History No change 7,889 634 0.12% 0.12% 300 0 0.0% Q2 2026 Aug 12, 2026
Bulltick Wealth Management, LLC History No change 7,898 634 0.13% 0.13% 301 0 0.0% Q2 2026 Jul 30, 2026
FLOW TRADERS U.S. LLC History No change 7,866 632 0.03% 0.03% 302 0 0.0% Q2 2026 Aug 14, 2026
Councilmark Asset Management, LLC History No change 7,875 632 0.33% 0.33% 303 0 0.0% Q2 2026 Aug 11, 2026
Bull Street Advisors, LLC History No change 7,835 630 0.29% 0.29% 304 0 0.0% Q2 2026 Jul 28, 2026
Parrish Capital LLC History Added to 7,100 607 0.59% 0.5% 305 +666 10.35% Q3 2026 Oct 01, 2026
Clearstead Advisors, LLC History No change 7,466 600 0.01% 0.01% 306 0 0.0% Q2 2026 Aug 06, 2026
Modera Wealth Management, LLC History No change 7,350 590 0.01% 0.01% 307 0 0.0% Q2 2026 Aug 03, 2026
Valeo Financial Advisors, LLC History Added to 6,772 579 0.01% 0.01% 308 +793 13.26% Q3 2026 Oct 08, 2026
Northwest & Ethical Investments L.P. History No change 7,075 568 0.01% 0.01% 309 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 7,060 567 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 10, 2026
Auxano Advisors, LLC History No change 7,024 564 0.11% 0.11% 311 0 0.0% Q2 2026 Aug 07, 2026
Vontobel Holding Ltd. History No change 7,000 562 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 03, 2026
Wynn Capital, LLC History Added to 6,506 556 0.25% 0.22% 314 +290 4.67% Q3 2026 Oct 13, 2026
Three Bridge Wealth Advisors, LLC History No change 6,921 556 0.14% 0.14% 313 0 0.0% Q2 2026 Jul 27, 2026
Allspring Global Investments Holdings, LLC History No change 6,740 554 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 13, 2026
CENTAURUS FINANCIAL, INC. History No change 6,826 549 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 17, 2026
Lincoln Capital LLC History Reduced 6,383 546 0.1% 0.1% 317 -798 -11.11% Q3 2026 Oct 09, 2026
CHOREO, LLC History No change 6,674 536 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 04, 2026
TRUST CO OF VERMONT History No change 6,643 533 0.02% 0.02% 319 0 0.0% Q2 2026 Aug 07, 2026
Investors Research Corp History Reduced 6,113 523 0.09% 0.09% 320 -150 -2.4% Q3 2026 Oct 07, 2026
Tanager Wealth Management LLP History No change 6,507 523 0.05% 0.05% 321 0 0.0% Q2 2026 Jul 23, 2026
CHICAGO TRUST Co NA History No change 6,474 520 0.08% 0.08% 322 0 0.0% Q2 2026 Jul 16, 2026
ADVISORTRUST PARTNERS, LLC History No change 6,340 509 0.17% 0.17% 323 0 0.0% Q2 2026 Aug 10, 2026
Fisher Asset Management, LLC History No change 6,328 508 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 6,308 507 0.0% 0.0% 325 0 0.0% Q2 2026 Jul 20, 2026
COMMERCE BANK History No change 6,290 505 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 12, 2026
Jacobi Capital Management LLC History No change 6,210 499 0.02% 0.02% 327 0 0.0% Q2 2026 Jul 31, 2026
Sandy Cove Advisors, LLC History No change 6,189 497 0.12% 0.12% 328 0 0.0% Q2 2026 Jul 07, 2026
HAMEL ASSOCIATES, INC. History No change 6,140 493 0.14% 0.14% 329 0 0.0% Q2 2026 Jul 27, 2026
Engineers Gate Manager LP History No change 6,139 493 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 6,131 492 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History No change 6,082 488 0.0% 0.0% 332 0 0.0% Q2 2026 Aug 03, 2026
Retirement Planning Co of New England, Inc. History No change 6,078 488 0.18% 0.18% 333 0 0.0% Q2 2026 Jul 30, 2026
REXFORD CAPITAL INC History No change 6,021 483 0.3% 0.3% 334 0 0.0% Q2 2026 Jul 29, 2026
OPPENHEIMER & CO INC History No change 5,948 478 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 03, 2026
Foresight Global Investors, Inc. History No change 5,952 478 0.29% 0.29% 336 0 0.0% Q2 2026 Aug 10, 2026
NorthCoast Asset Management LLC History No change 5,906 474 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 12, 2026
PROFUND ADVISORS LLC History No change 5,893 473 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 11, 2026
Wealthspire Advisors, LLC History No change 5,881 472 0.0% 0.0% 339 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History Reduced 5,507 471 0.01% 0.02% 340 -1,007 -15.46% Q3 2026 Oct 08, 2026
Boston Trust Walden Corp History No change 5,846 469 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 24, 2026
Ballentine Partners, LLC History No change 5,787 465 0.01% 0.01% 342 0 0.0% Q2 2026 Jul 17, 2026
TT Capital Management LLC History No change 5,733 460 0.36% 0.36% 343 0 0.0% Q2 2026 Aug 04, 2026
Laird Norton Wetherby Trust Company, LLC History No change 5,605 450 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 14, 2026
Foster Victor Wealth Advisors, LLC History No change 5,555 449 0.02% 0.02% 345 0 0.0% Q2 2026 Jul 22, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 5,590 449 0.12% 0.12% 346 0 0.0% Q2 2026 Jul 23, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 5,539 445 0.06% 0.06% 347 0 0.0% Q2 2026 Aug 07, 2026
Integrated Wealth Concepts LLC History No change 5,543 445 0.0% 0.0% 348 0 0.0% Q2 2026 Sep 08, 2026
ABSHER WEALTH MANAGEMENT, LLC History No change 5,543 445 0.05% 0.05% 349 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 5,518 443 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 06, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,513 443 0.0% 0.0% 351 0 0.0% Q2 2026 Sep 23, 2026
DecisionMap Wealth Management, LLC History No change 5,514 443 0.25% 0.25% 352 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 5,508 442 0.0% 0.0% 353 0 0.0% Q2 2026 Jul 17, 2026
Lantz Financial LLC History No change 5,496 441 0.08% 0.08% 354 0 0.0% Q2 2026 Jul 09, 2026
Ancora Advisors LLC History No change 5,486 440 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History No change 5,409 434 0.04% 0.04% 356 0 0.0% Q2 2026 Jul 16, 2026
Atom Investors LP History No change 5,387 433 0.04% 0.04% 357 0 0.0% Q2 2026 Aug 14, 2026
Quintet Private Bank (Europe) S.A. History New 5,000 428 0.02% — 358 +5,000 New Q3 2026 Oct 08, 2026
Rehmann Capital Advisory Group History No change 5,265 423 0.02% 0.02% 359 0 0.0% Q2 2026 Aug 20, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 5,204 418 0.06% 0.06% 360 0 0.0% Q2 2026 Aug 14, 2026
COWA, LLC History No change 5,175 415 0.1% 0.1% 361 0 0.0% Q2 2026 Aug 05, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 5,157 414 0.01% 0.01% 362 0 0.0% Q2 2026 Jul 31, 2026
BEARING POINT CAPITAL, LLC History No change 5,125 411 0.06% 0.06% 363 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 4,983 400 0.01% 0.01% 364 0 0.0% Q2 2026 Aug 13, 2026
Caprock Group, LLC History No change 4,868 391 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 27, 2026
Ellevest, Inc. History No change 4,608 390 0.05% 0.05% 366 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 4,841 389 0.0% 0.0% 367 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 4,818 387 0.01% 0.01% 368 0 0.0% Q2 2026 Aug 03, 2026
UMB Bank, n.a. History No change 4,759 382 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 13, 2026
Addison Capital Co History No change 4,756 382 0.06% 0.06% 370 0 0.0% Q2 2026 Aug 04, 2026
Dana Investment Advisors, Inc. History No change 4,694 377 0.01% 0.01% 371 0 0.0% Q2 2026 Aug 13, 2026
Argent Trust Co History No change 4,646 373 0.01% 0.01% 372 0 0.0% Q2 2026 Aug 06, 2026
Premier Path Wealth Partners, LLC History No change 4,625 371 0.04% 0.04% 373 0 0.0% Q2 2026 Jul 21, 2026
JEPPSON WEALTH MANAGEMENT, LLC History No change 4,579 368 0.11% 0.11% 374 0 0.0% Q2 2026 Aug 04, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,554 366 0.05% 0.05% 375 0 0.0% Q2 2026 Jul 20, 2026
Generation Capital Management LLC History No change 4,555 366 0.22% 0.22% 376 0 0.0% Q2 2026 Aug 13, 2026
MISSION WEALTH MANAGEMENT, LP History No change 4,552 365 0.0% 0.0% 377 0 0.0% Q2 2026 Jul 20, 2026
Asset Management One Co., Ltd. History No change 4,528 363 0.0% 0.0% 378 0 0.0% Q2 2026 Jul 28, 2026
Bahl & Gaynor LLC History No change 4,513 362 0.0% 0.0% 379 0 0.0% Q2 2026 Aug 13, 2026
Pinnacle Wealth Management Advisory Group, LLC History No change 4,492 361 0.02% 0.02% 380 0 0.0% Q2 2026 Aug 05, 2026
Headlands Technologies LLC History No change 4,471 359 0.04% 0.04% 381 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 4,474 359 0.01% 0.01% 382 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 4,453 357 0.01% 0.01% 383 0 0.0% Q2 2026 Jul 31, 2026
Peak Asset Management, LLC History No change 4,425 355 0.05% 0.05% 384 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 4,417 355 0.0% 0.0% 385 0 0.0% Q2 2026 Aug 11, 2026
BOSTON FAMILY OFFICE LLC History No change 4,400 354 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 12, 2026
Venturi Wealth Management, LLC History No change 4,315 346 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 20, 2026
Compass Wealth Management LLC History No change 4,289 344 0.07% 0.07% 388 0 0.0% Q2 2026 Aug 07, 2026
WEXFORD CAPITAL LP History No change 4,273 343 0.04% 0.04% 389 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 4,254 341 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 27, 2026
Smartleaf Asset Management LLC History No change 4,098 340 0.01% 0.01% 391 0 0.0% Q2 2026 Aug 12, 2026
Ervin Investment Management, LLC History No change 4,201 337 0.18% 0.18% 392 0 0.0% Q2 2026 Jul 14, 2026
Titan Wealth (CI) Ltd History No change 4,200 337 0.13% 0.13% 393 0 0.0% Q2 2026 Aug 12, 2026
HANCOCK WHITNEY CORP History No change 4,191 336 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 14, 2026
Brown Miller Wealth Management, LLC History No change 4,189 336 0.08% 0.08% 395 0 0.0% Q2 2026 Jul 16, 2026
Confluence Wealth Services, Inc. History No change 4,186 336 0.01% 0.01% 396 0 0.0% Q2 2026 Jul 22, 2026
First Nebraska Trust Co History No change 4,187 336 0.03% 0.03% 397 0 0.0% Q2 2026 Aug 12, 2026
Bangor Savings Bank History Reduced 3,894 333 0.03% 0.02% 398 -91 -2.28% Q3 2026 Oct 06, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 4,110 330 0.02% 0.02% 399 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 4,113 330 0.0% 0.0% 400 0 0.0% Q2 2026 Aug 12, 2026
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV History No change 4,081 328 0.07% 0.07% 401 0 0.0% Q2 2026 Aug 03, 2026
ROBERTS GLORE & CO INC /IL/ History No change 4,090 328 0.08% 0.08% 402 0 0.0% Q2 2026 Aug 10, 2026
Independence Bank of Kentucky History No change 4,074 327 0.04% 0.04% 403 0 0.0% Q2 2026 Jul 13, 2026
Dynamic Advisor Solutions LLC History Added to 3,816 326 0.01% 0.01% 404 +954 33.33% Q3 2026 Oct 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 4,026 323 0.01% 0.01% 405 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 3,995 321 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 27, 2026
Sage Investment Counsel LLC History No change 4,000 321 0.32% 0.32% 407 0 0.0% Q2 2026 Jul 22, 2026
Welch Group, LLC History No change 3,934 316 0.01% 0.01% 408 0 0.0% Q2 2026 Jul 23, 2026
Pure Financial Advisors, LLC History No change 3,939 316 0.0% 0.0% 409 0 0.0% Q2 2026 Aug 14, 2026
Mystic Asset Management, Inc. History No change 3,924 315 0.07% 0.07% 410 0 0.0% Q2 2026 Aug 11, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 3,899 313 0.09% 0.09% 411 0 0.0% Q2 2026 Aug 07, 2026
Savant Capital, LLC History No change 3,770 309 0.0% 0.0% 412 0 0.0% Q2 2026 Aug 10, 2026
Trek Financial, LLC History No change 3,846 309 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 13, 2026
Aviso Financial Inc. History No change 3,846 309 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 13, 2026
Douglass Winthrop Advisors, LLC History No change 3,823 307 0.01% 0.01% 415 0 0.0% Q2 2026 Aug 13, 2026
Gallacher Capital Management LLC History No change 3,830 307 0.17% 0.17% 416 0 0.0% Q2 2026 Jul 16, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History No change 3,815 306 0.05% 0.05% 417 0 0.0% Q2 2026 Jul 20, 2026
NORDEN GROUP LLC History No change 3,731 299 0.02% 0.02% 418 0 0.0% Q2 2026 Jul 29, 2026
Affiance Financial, LLC History No change 3,702 297 0.04% 0.04% 419 0 0.0% Q2 2026 Jul 09, 2026
Sound View Wealth Advisors Group, LLC History No change 3,694 296 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 11, 2026
SBI Securities Co., Ltd. History No change 3,687 296 0.01% 0.01% 421 0 0.0% Q2 2026 Jul 22, 2026
Alhambra Investment Management LLC History No change 3,675 295 0.13% 0.13% 422 0 0.0% Q2 2026 Jul 16, 2026
Williams Jones Wealth Management, LLC. History No change 3,624 291 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 05, 2026
Keebeck Wealth Management History No change 3,622 291 0.03% 0.03% 424 0 0.0% Q2 2026 Aug 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 3,612 290 0.01% 0.01% 425 0 0.0% Q2 2026 Aug 06, 2026
Orographic Financial Advisors, LLC History No change 3,090 290 0.19% 0.19% 426 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 3,593 288 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 3,346 286 0.01% 0.01% 428 -718 -17.67% Q3 2026 Oct 08, 2026
Versant Capital Management, Inc History Added to 3,330 285 0.02% 0.02% 429 +233 7.52% Q3 2026 Oct 01, 2026
REGIONS FINANCIAL CORP History No change 3,518 282 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 10, 2026
Rossmore Private Capital History No change 3,519 282 0.02% 0.02% 431 0 0.0% Q2 2026 Jul 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 3,492 280 0.0% 0.0% 432 0 0.0% Q2 2026 Jul 28, 2026
INTRUST BANK NA History No change 3,423 275 0.02% 0.02% 433 0 0.0% Q2 2026 Aug 05, 2026
Magnetar Financial LLC History No change 3,431 275 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 3,349 269 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 3,353 269 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 11, 2026
BESSEMER GROUP INC History No change 3,335 268 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 12, 2026
Bridgewater Advisors Inc. History No change 3,032 268 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 05, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 3,317 266 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 3,312 266 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 22, 2026
Pinnacle West Asset Management, Inc. History No change 3,245 261 0.18% 0.18% 441 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 3,225 259 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 07, 2026
Trust Point Inc. History No change 3,214 258 0.02% 0.02% 443 0 0.0% Q2 2026 Jul 08, 2026
Arlington Partners LLC History No change 3,205 257 0.46% 0.46% 444 0 0.0% Q2 2026 Jul 07, 2026
Perigon Wealth Management, LLC History No change 3,188 256 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 07, 2026
Jain Global LLC History No change 3,185 256 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History No change 3,164 254 0.13% 0.13% 447 0 0.0% Q2 2026 Aug 05, 2026
Callahan Advisors, LLC History No change 3,134 251 0.02% 0.02% 448 0 0.0% Q2 2026 Aug 03, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 3,052 245 0.03% 0.03% 449 0 0.0% Q2 2026 Jul 09, 2026
Citizens National Bank Trust Department History No change 3,035 243 0.04% 0.04% 450 0 0.0% Q2 2026 Jul 22, 2026
Colonial Trust Advisors History No change 2,980 239 0.02% 0.02% 451 0 0.0% Q2 2026 Aug 11, 2026
Fielder Capital Group LLC History No change 2,942 236 0.05% 0.05% 452 0 0.0% Q2 2026 Aug 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 2,903 233 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 13, 2026
Radnor Capital Management, LLC History No change 2,902 233 0.03% 0.03% 454 0 0.0% Q2 2026 Jul 16, 2026
DMC Group, LLC History No change 2,906 233 0.16% 0.16% 455 0 0.0% Q2 2026 Jul 28, 2026
HARRIS ASSOCIATES L P History No change 2,895 232 0.0% 0.0% 456 0 0.0% Q2 2026 Aug 14, 2026
Carson Advisory Inc. History No change 2,846 228 0.1% 0.1% 457 0 0.0% Q2 2026 Aug 11, 2026
Occidental Asset Management, LLC History No change 2,832 227 0.02% 0.02% 458 0 0.0% Q2 2026 Aug 07, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 2,813 226 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 28, 2026
BFSG, LLC History No change 2,804 225 0.02% 0.02% 460 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,807 225 0.02% 0.02% 461 0 0.0% Q2 2026 Aug 07, 2026
SAPIENT CAPITAL LLC History No change 2,640 225 0.0% 0.0% 462 0 0.0% Q3 2026 Oct 08, 2026
Diversify Advisory Services, LLC History No change 2,646 225 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 2,646 225 0.0% 0.0% 464 0 0.0% Q2 2026 Jul 29, 2026
Wilmington Savings Fund Society, FSB History No change 2,767 222 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 28, 2026
Venture Visionary Partners LLC History Added to 2,592 221 0.01% 0.01% 466 +48 1.89% Q3 2026 Oct 07, 2026
Indivisible Partners History No change 2,758 221 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 04, 2026
Schrum Private Wealth Management LLC History No change 1,746 220 0.23% 0.23% 468 0 0.0% Q2 2026 Aug 10, 2026
STATE STREET CORP History No change 2,730 219 0.0% 0.0% 469 0 0.0% Q2 2026 Sep 22, 2026
Sowell Financial Services LLC History No change 2,734 219 0.01% 0.01% 470 0 0.0% Q2 2026 Jul 17, 2026
Arkadios Wealth Advisors History No change 2,706 217 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,699 216 0.01% 0.01% 472 0 0.0% Q2 2026 Aug 05, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 2,684 215 0.03% 0.03% 473 0 0.0% Q2 2026 Jul 24, 2026
Washington Trust Advisors, Inc. History No change 2,677 215 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 29, 2026
Core Alternative Capital History No change 2,656 213 0.06% 0.06% 475 0 0.0% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 1,927 212 0.0% 0.0% 476 0 0.0% Q2 2026 Aug 03, 2026
Tranquilli Financial Advisor LLC History No change 2,643 212 0.11% 0.11% 477 0 0.0% Q2 2026 Aug 07, 2026
Optimist Retirement Group LLC History No change 2,578 207 0.08% 0.08% 478 0 0.0% Q2 2026 Aug 10, 2026
B. Riley Wealth Advisors, Inc. History New 2,398 205 0.01% — 481 +2,398 New Q3 2026 Oct 13, 2026
Ridgewood Investments LLC History Reduced 2,402 205 0.08% 0.09% 480 -484 -16.77% Q3 2026 Oct 05, 2026
Zuckerman Investment Group, LLC History No change 2,555 205 0.02% 0.02% 479 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 2,527 203 0.0% 0.0% 482 0 0.0% Q2 2026 Aug 05, 2026
TOWNSQUARE CAPITAL LLC History No change 2,509 201 0.04% 0.04% 483 0 0.0% Q2 2026 Aug 14, 2026
May Hill Capital, LLC History No change 2,513 201 0.04% 0.04% 484 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 2,493 200 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 2,359 189 0.02% 0.02% 486 0 0.0% Q2 2026 Aug 14, 2026
Private Wealth Asset Management, LLC History No change 2,339 188 0.02% 0.02% 487 0 0.0% Q2 2026 Aug 11, 2026
Atlantic Union Bankshares Corp History No change 2,312 185 0.0% 0.0% 488 0 0.0% Q2 2026 Aug 11, 2026
VISION FINANCIAL MARKETS LLC History No change 2,271 179 0.16% 0.16% 489 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 2,221 178 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 28, 2026
Geneos Wealth Management Inc. History No change 2,057 165 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 06, 2026
Aberdeen Wealth Management LLC History No change 1,900 152 0.07% 0.07% 492 0 0.0% Q2 2026 Aug 13, 2026
China Universal Asset Management Co., Ltd. History No change 1,884 151 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 24, 2026
SITTNER & NELSON, LLC History No change 1,874 150 0.05% 0.05% 494 0 0.0% Q2 2026 Aug 07, 2026
GAMMA Investing LLC History Added to 1,715 146 0.0% 0.0% 495 +481 38.98% Q3 2026 Oct 08, 2026
TORONTO DOMINION BANK History No change 1,700 136 0.0% 0.0% 496 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,649 132 0.01% 0.01% 497 0 0.0% Q2 2026 Jul 28, 2026
Bruce G. Allen Investments, LLC History No change 1,628 130 0.08% 0.08% 498 0 0.0% Q2 2026 Jul 31, 2026
Cromwell Holdings LLC History No change 1,592 127 0.06% 0.06% 499 0 0.0% Q2 2026 Jul 13, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,550 124 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 04, 2026
Anchor Investment Management, LLC History No change 1,494 120 0.01% 0.01% 501 0 0.0% Q2 2026 Sep 15, 2026
Capital Analysts, LLC History No change 1,478 119 0.0% 0.0% 502 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 1,461 117 0.01% 0.01% 503 0 0.0% Q2 2026 Sep 04, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 1,444 116 0.1% 0.1% 504 0 0.0% Q2 2026 Aug 05, 2026
FIRST HORIZON CORP History No change 1,433 115 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 20, 2026
Guardian Partners Inc. History No change 1,400 112 0.01% 0.01% 506 0 0.0% Q2 2026 Jul 29, 2026
LRI Investments, LLC History No change 1,401 112 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 14, 2026
Crewe Advisors LLC History No change 1,270 102 0.01% 0.01% 508 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 1,250 100 0.0% 0.0% 509 0 0.0% Q2 2026 Jul 24, 2026
Colonial Trust Co / SC History No change 1,208 97 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 11, 2026
Central Pacific Bank - Trust Division History No change 1,100 94 0.01% 0.01% 511 0 0.0% Q3 2026 Oct 05, 2026
Security National Bank History No change 1,161 93 0.01% 0.01% 512 0 0.0% Q2 2026 Jul 15, 2026
IFP Advisors, Inc History No change 1,058 85 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 20, 2026
Hara Capital LLC History No change 1,050 84 0.04% 0.04% 514 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENTS, INC. History No change 1,044 83 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 12, 2026
Kimelman & Baird, LLC History No change 1,000 80 0.01% 0.01% 516 0 0.0% Q2 2026 Aug 18, 2026
Meramec Financial Planners, LLC History No change 932 79 0.03% 0.03% 517 0 0.0% Q2 2026 Jul 28, 2026
HUNTINGTON NATIONAL BANK History No change 922 74 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 13, 2026
V-Square Quantitative Management LLC History No change 911 73 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 27, 2026
Banque Transatlantique SA History No change 2,022 73 0.0% 0.0% 520 0 0.0% Q2 2026 Jul 30, 2026
Tacita Capital Inc History No change 900 72 0.04% 0.04% 521 0 0.0% Q2 2026 Aug 10, 2026
Legacy Bridge, LLC History No change 895 71 0.02% 0.02% 522 0 0.0% Q2 2026 Aug 13, 2026
IFG Advisory, LLC History No change 878 70 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 13, 2026
MCF Advisors LLC History No change 866 69 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 12, 2026
Golden State Wealth Management, LLC History No change 840 67 0.01% 0.01% 525 0 0.0% Q2 2026 Jul 22, 2026
Twin Lakes Capital Management, LLC History No change 767 61 0.02% 0.02% 526 0 0.0% Q2 2026 Aug 17, 2026
Leonteq Securities AG History No change 745 59 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 27, 2026
Axiom Investment Management LLC History No change 729 58 0.04% 0.04% 528 0 0.0% Q2 2026 Jul 30, 2026
Cape Investment Advisory, Inc. History Reduced 666 57 0.01% 0.02% 529 -166 -19.95% Q3 2026 Oct 13, 2026
Hickory Point Bank & Trust History No change 660 56 0.03% 0.03% 530 0 0.0% Q3 2026 Oct 01, 2026
Caldwell Trust Co History No change 676 54 0.0% 0.0% 531 0 0.0% Q2 2026 Aug 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 670 53 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 20, 2026
Grove Bank & Trust History Reduced 609 52 0.01% 0.06% 534 -7,353 -92.35% Q3 2026 Oct 08, 2026
GHP Investment Advisors, Inc. History No change 657 52 0.0% 0.0% 533 0 0.0% Q2 2026 Jul 17, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 598 51 0.0% 0.0% 535 0 0.0% Q3 2026 Oct 13, 2026
SouthState Bank Corp History No change 627 50 0.0% 0.0% 536 0 0.0% Q2 2026 Aug 06, 2026
Larson Financial Group LLC History No change 624 50 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 612 49 0.0% 0.0% 538 0 0.0% Q2 2026 Jul 28, 2026
RAELIPSKIE PARTNERSHIP History No change 611 49 0.02% 0.02% 539 0 0.0% Q2 2026 Aug 04, 2026
TD Capital Management LLC History No change 581 46 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 06, 2026
Park Place Capital Corp History No change 584 46 0.01% 0.01% 541 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 534 42 0.02% 0.02% 542 0 0.0% Q2 2026 Aug 05, 2026
WEBSTER BANK, N. A. History No change 500 40 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 20, 2026
Rialto Wealth Management, LLC History No change 500 40 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 11, 2026
Q Fund Management (Hong Kong) Ltd History No change 500 40 0.04% 0.04% 545 0 0.0% Q2 2026 Jul 21, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 475 38 0.01% 0.01% 546 0 0.0% Q2 2026 Jul 14, 2026
Cassaday & Co Wealth Management LLC History No change 463 37 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 10, 2026
Financial Network Wealth Advisors LLC History No change 467 37 0.04% 0.04% 548 0 0.0% Q2 2026 Jul 29, 2026
JFS WEALTH ADVISORS, LLC History No change 450 36 0.0% 0.0% 549 0 0.0% Q2 2026 Jul 10, 2026
High Note Wealth, LLC History No change 437 35 0.01% 0.01% 550 0 0.0% Q2 2026 Jul 23, 2026
Basepoint Wealth LLC History No change 413 33 0.02% 0.02% 551 0 0.0% Q2 2026 Aug 10, 2026
HAZLETT, BURT & WATSON, INC. History No change 395 32 0.01% 0.01% 552 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 398 31 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 07, 2026
Bell Investment Advisors, Inc History No change 395 31 0.0% 0.0% 554 0 0.0% Q2 2026 Aug 06, 2026
GGM Financial LLC History No change 395 31 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 23, 2026
Owl Creek Wealth Partners LLC History No change 385 30 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Bancorp, Inc. History No change 365 29 0.01% 0.01% 557 0 0.0% Q2 2026 Jul 28, 2026
KELLEHER FINANCIAL ADVISORS History No change 350 28 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 06, 2026
Continuum Advisory, LLC History No change 360 28 0.0% 0.0% 559 0 0.0% Q2 2026 Aug 06, 2026
New England Capital Financial Advisors LLC History No change 311 25 0.01% 0.01% 560 0 0.0% Q2 2026 Jul 27, 2026
Bayforest Capital Ltd History No change 315 25 0.02% 0.02% 561 0 0.0% Q2 2026 Aug 05, 2026
Wealth Enhancement Trust Services, Inc. History No change 300 25 0.0% 0.0% 562 0 0.0% Q3 2026 Oct 07, 2026
ESL Trust Services, LLC History No change 300 24 0.0% 0.0% 563 0 0.0% Q2 2026 Aug 13, 2026
Piscataqua Savings Bank History No change 308 24 0.02% 0.02% 564 0 0.0% Q2 2026 Jul 09, 2026
Accent Capital Management, LLC History No change 300 24 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 289 23 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 12, 2026
GK Wealth Management LLC History New 261 22 0.01% — 567 +261 New Q3 2026 Oct 09, 2026
First Bancorp, Inc /ME/ History No change 268 21 0.01% 0.01% 568 0 0.0% Q2 2026 Aug 11, 2026
Cheviot Value Management, LLC History No change 273 21 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 06, 2026
MidFirst Bank History No change 265 21 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 07, 2026
BARRETT & COMPANY, INC. History No change 260 20 0.01% 0.01% 571 0 0.0% Q2 2026 Jul 24, 2026
Elequin Capital, LP History No change 255 20 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 230 19 0.0% 0.0% 573 0 0.0% Q3 2026 Oct 13, 2026
Dunhill Financial, LLC History No change 244 19 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 07, 2026
MOTCO History No change 229 18 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 228 18 0.01% 0.01% 576 0 0.0% Q2 2026 Aug 11, 2026
Beacon Financial Strategies CORP History No change 235 18 0.01% 0.01% 577 0 0.0% Q2 2026 Jul 08, 2026
Medallion Wealth Advisors, LLC History No change 231 18 0.01% 0.01% 578 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 214 17 0.0% 0.0% 579 0 0.0% Q2 2026 Aug 06, 2026
Financial Perspectives, Inc History No change 215 17 0.0% 0.0% 580 0 0.0% Q2 2026 Jul 24, 2026
WPG Advisers, LLC History No change 212 17 0.01% 0.01% 581 0 0.0% Q2 2026 Aug 05, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 200 16 0.0% 0.0% 582 0 0.0% Q2 2026 Jul 13, 2026
Glass Jacobson Investment Advisors llc History No change 200 16 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 30, 2026
Alpine Bank Wealth Management History No change 200 16 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 07, 2026
Kentucky Trust Co History No change 200 16 0.01% 0.01% 585 0 0.0% Q2 2026 Jul 10, 2026
Silver Grove Financial Group, Inc. History No change 192 15 0.01% 0.01% 586 0 0.0% Q2 2026 Aug 13, 2026
Oakworth Capital, Inc. History No change 181 14 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 22, 2026
Tradewinds Capital Management, LLC History No change 175 14 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 23, 2026
HHM Wealth Advisors, LLC History No change 180 14 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 13, 2026
Fairscale Capital, LLC History No change 184 14 0.01% 0.01% 590 0 0.0% Q2 2026 Aug 07, 2026
CITY HOLDING CO History No change 172 13 0.0% 0.0% 591 0 0.0% Q2 2026 Jul 10, 2026
First PREMIER Bank History No change 150 13 0.0% 0.0% 592 0 0.0% Q3 2026 Oct 13, 2026
Lodestone Wealth Management LLC History No change 172 13 0.0% 0.0% 593 0 0.0% Q2 2026 Jul 23, 2026
Hilltop National Bank History No change 171 13 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 01, 2026
CrossGen Wealth, LLC History No change 165 13 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 24, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 150 12 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 30, 2026
Westfuller Advisors, LLC History No change 157 12 0.0% 0.0% 597 0 0.0% Q2 2026 Jul 29, 2026
North Star Investment Management Corp. History No change 146 11 0.0% 0.0% 598 0 0.0% Q2 2026 Jul 28, 2026
Princeton Global Asset Management LLC History No change 139 11 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 16, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 147 11 0.01% 0.01% 600 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History No change 149 11 0.0% 0.0% 601 0 0.0% Q2 2026 Jul 14, 2026
Synergy Investment Management, LLC History No change 124 11 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 14, 2026
AMERIFLEX GROUP, INC. History No change 141 11 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 13, 2026
Boreal Capital Management LLC History No change 146 11 0.01% 0.01% 604 0 0.0% Q2 2026 Aug 13, 2026
OLD SECOND NATIONAL BANK OF AURORA History No change 125 10 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 21, 2026
Hurley Capital, LLC History No change 130 10 0.01% 0.01% 606 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 131 10 0.0% 0.0% 607 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning Group LLC History No change 129 10 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Financial Management LLC History No change 130 10 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 28, 2026
Allied Private Wealth LLC History No change 128 10 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History Added to 110 9 0.0% 0.0% 616 +31 39.24% Q3 2026 Oct 13, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 114 9 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 07, 2026
Financial Gravity Companies, Inc. History No change 122 9 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 119 9 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 124 9 0.0% 0.0% 614 0 0.0% Q2 2026 Jul 27, 2026
Pacific Center for Financial Services History No change 113 9 0.0% 0.0% 615 0 0.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History No change 114 9 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 04, 2026
ADIRONDACK TRUST CO History No change 103 8 0.0% 0.0% 618 0 0.0% Q2 2026 Jul 16, 2026
St. Johns Investment Management Company, LLC History No change 100 8 0.0% 0.0% 619 0 0.0% Q2 2026 Aug 03, 2026
Measured Wealth Private Client Group, LLC History No change 103 8 0.0% 0.0% 620 0 0.0% Q2 2026 Aug 10, 2026
SJS Investment Consulting Inc. History No change 100 8 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 22, 2026
PFS Partners, LLC History No change 100 8 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 20, 2026
Cetera Trust Company, N.A History No change 100 8 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 13, 2026
Advantage Trust Co History No change 100 8 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 17, 2026
Caitlin John, LLC History No change 100 8 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 17, 2026
VSM Wealth Advisory, LLC History No change 100 8 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 22, 2026
Crews Bank & Trust History No change 100 8 0.0% 0.0% 627 0 0.0% Q2 2026 Jul 16, 2026
Clark Wealth Partners History No change 108 8 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 28, 2026
Signature Equity Partners, LLC History No change 105 8 0.0% 0.0% 629 0 0.0% Q2 2026 Jul 30, 2026
FEDERATED HERMES, INC. History No change 92 7 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History No change 85 7 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 90 7 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 23, 2026
Stone House Investment Management, LLC History No change 90 7 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 05, 2026
Rosenberg Matthew Hamilton History No change 85 7 0.0% 0.0% 634 0 0.0% Q3 2026 Oct 05, 2026
Spire Wealth Management History No change 90 7 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 15, 2026
Sunrise Financial Services, LLC History No change 95 7 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 12, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 80 6 0.0% 0.0% 637 0 0.0% Q2 2026 Sep 18, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 79 6 0.0% 0.0% 638 0 0.0% Q3 2026 Oct 07, 2026
Tidemark, LLC History No change 86 6 0.0% 0.0% 639 0 0.0% Q2 2026 Aug 10, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 86 6 0.0% 0.0% 640 0 0.0% Q2 2026 Jul 27, 2026
Purpose Unlimited Inc. History No change 75 6 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 13, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 74 5 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 14, 2026
Plante Moran Financial Advisors, LLC History No change 71 5 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 06, 2026
Cedar Mountain Advisors, LLC History No change 63 5 0.0% 0.0% 644 0 0.0% Q2 2026 Jul 02, 2026
Gleason Group, Inc. History No change 64 5 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 13, 2026
WOLFF WIESE MAGANA LLC History No change 65 5 0.0% 0.0% 646 0 0.0% Q2 2026 Jul 13, 2026
Nemes Rush Group LLC History No change 72 5 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 14, 2026
TOWER TRUST & INVESTMENT Co History No change 66 5 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 09, 2026
Daytona Street Capital LLC History No change 66 5 0.0% 0.0% 649 0 0.0% Q2 2026 Aug 03, 2026
ENTRUST FINANCIAL LLC History No change 74 5 0.0% 0.0% 650 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 73 5 0.0% 0.0% 651 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 60 4 0.0% 0.0% 652 0 0.0% Q2 2026 Aug 07, 2026
SFAM, LLC History No change 50 4 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 13, 2026
Physician Wealth Advisors, Inc. History No change 52 4 0.0% 0.0% 654 0 0.0% Q2 2026 Jul 20, 2026
SOA Wealth Advisors, LLC. History No change 56 4 0.0% 0.0% 655 0 0.0% Q2 2026 Jul 21, 2026
Acumen Wealth Advisors, LLC History No change 55 4 0.0% 0.0% 656 0 0.0% Q2 2026 Aug 03, 2026
Caitong International Asset Management Co., Ltd History No change 57 4 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 04, 2026
Rakuten Securities, Inc. History No change 52 4 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 11, 2026
Millstone Evans Group, LLC History No change 50 4 0.0% 0.0% 659 0 0.0% Q2 2026 Aug 11, 2026
Ares Financial Consulting, LLC History No change 55 4 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 09, 2026
Sankala Group LLC History No change 48 4 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 18, 2026
Virginia Estate & Retirement Planning Advisors Inc. History No change 50 4 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 27, 2026
TOTH FINANCIAL ADVISORY CORP History New 36 3 0.0% — 674 +36 New Q3 2026 Oct 08, 2026
GODSEY & GIBB, INC History No change 39 3 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 13, 2026
Pflug Koory, LLC History No change 47 3 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 21, 2026
Prestige Wealth Management Group LLC History No change 45 3 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
Pacifica Partners Inc. History No change 40 3 0.0% 0.0% 666 0 0.0% Q3 2026 Oct 08, 2026
MTM Investment Management, LLC History No change 40 3 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 03, 2026
SWAN Capital LLC History No change 43 3 0.0% 0.0% 668 0 0.0% Q2 2026 Aug 13, 2026
Commonwealth Retirement Investments LLC History No change 43 3 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 03, 2026
Gold Investment Management Ltd. History No change 46 3 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 05, 2026
JPL Wealth Management, LLC History No change 48 3 0.0% 0.0% 671 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 40 3 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 26, 2026
Provenance Wealth Advisors, LLC History No change 39 3 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 24, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 30 2 0.0% — 689 +30 New Q3 2026 Oct 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 31 2 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 16, 2026
AdvisorNet Financial, Inc History No change 26 2 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 23, 2026
Asset Dedication, LLC History No change 35 2 0.0% 0.0% 677 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History No change 36 2 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 27, 2026
MV CAPITAL MANAGEMENT, INC. History No change 28 2 0.0% 0.0% 679 0 0.0% Q2 2026 Jul 30, 2026
Mascoma Wealth Management LLC History No change 32 2 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 24, 2026
TSFG, LLC History No change 30 2 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 30 2 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 24, 2026
SHP Wealth Management History No change 32 2 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 11, 2026
IAG Wealth Partners, LLC History No change 30 2 0.0% 0.0% 684 0 0.0% Q2 2026 Aug 06, 2026
1620 INVESTMENT ADVISORS, INC. History No change 31 2 0.0% 0.0% 685 0 0.0% Q2 2026 Jul 14, 2026
American Capital Advisory, LLC History No change 28 2 0.0% 0.0% 686 0 0.0% Q2 2026 Jul 28, 2026
Atlatl Advisers LLC History No change 32 2 0.0% 0.0% 687 0 0.0% Q2 2026 Jul 22, 2026
BAYBAN History No change 36 2 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 30, 2026
Planning Strategies Inc. History New 13 1 0.0% — 713 +13 New Q3 2026 Oct 02, 2026
NISA INVESTMENT ADVISORS, LLC History No change 24 1 0.0% 0.0% 690 0 0.0% Q2 2026 Aug 10, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 15 1 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 18, 2026
Manchester Capital Management LLC History No change 24 1 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
IMA Advisory Services, Inc. History No change 20 1 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 10, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 14 1 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 21, 2026
JNBA Financial Advisors History No change 19 1 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 23, 2026
Eukles Asset Management History No change 20 1 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 05, 2026
First Command Advisory Services, Inc. History No change 23 1 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 10, 2026
Global Trust Asset Management, LLC History No change 18 1 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 03, 2026
N.E.W. Advisory Services LLC History No change 18 1 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 06, 2026
Addison Advisors LLC History No change 21 1 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 24 1 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 07, 2026
DecisionPoint Financial, LLC History No change 13 1 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 05, 2026
Buck Wealth Strategies, LLC History No change 20 1 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 30, 2026
Mosley Wealth Management History No change 12 1 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 23, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 18 1 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 21, 2026
WealthCollab, LLC History No change 17 1 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 10, 2026
IMG Wealth Management, Inc. History No change 15 1 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 07, 2026
Retirement Wealth Solutions LLC History No change 13 1 0.0% 0.0% 708 0 0.0% Q3 2026 Oct 07, 2026
Whipplewood Advisors, LLC History No change 21 1 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 27, 2026
PINNEY & SCOFIELD, INC. History No change 16 1 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 07, 2026
Copia Wealth Management History No change 16 1 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 17, 2026
Basecamp Wealth Advisors LLC History No change 19 1 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 14, 2026
Fiduciary Alliance LLC History Closed out 0 0 — 0.1% — -18,250 -100.0% Q3 2026 Oct 13, 2026
COURIER CAPITAL LLC History Closed out 0 0 — 0.03% — -6,893 -100.0% Q3 2026 Oct 13, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -373 -100.0% Q3 2026 Oct 13, 2026
Coastline Trust Co History Closed out 0 0 — 0.0% — -100 -100.0% Q3 2026 Oct 01, 2026
EASTERN BANK History Closed out 0 0 — 0.0% — -66 -100.0% Q3 2026 Oct 05, 2026
Davis Capital Management History Closed out 0 0 — 0.0% — -60 -100.0% Q3 2026 Oct 08, 2026
MANNING & NAPIER ADVISORS LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 7 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 1 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Indiana Trust & Investment Management Co History No change 12 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
First Pacific Advisors, LP History No change 1 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Horizon Investments, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 3 0 — — — 0 0.0% Q3 2026 Oct 09, 2026
Darwin Wealth Management, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Bogart Wealth, LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Archer Investment Corp History No change 5 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Cordant, Inc. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 14, 2026
DHJJ Financial Advisors, Ltd. History No change 4 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Operose Advisors LLC History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Raleigh Capital Management Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Abound Wealth Management History No change 4 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Fairman Group, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Breakwater Investment Management History No change 11 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Harborfront Financial Group LLC History No change 11 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Monetary Solutions, Ltd History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Highland Investment Advisors LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 13, 2026