ENI SPA - E

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
MORGAN STANLEY History No change 2,967,045 139,035 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History No change 2,542,784 119,154 0.13% 0.13% 2 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,486,735 114,590 0.05% 0.05% 3 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,296,209 60,740 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 07, 2026
GOLDMAN SACHS GROUP INC History No change 1,272,351 59,622 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,145,618 53,683 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 915,717 42,910 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 865,727 40,567 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 711,304 33,331 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 595,670 27,913 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 03, 2026
GQG Partners LLC History No change 590,882 27,689 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 574,138 26,904 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 537,396 25,182 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 497,255 23,301 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 479,416 22,465 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 473,615 22,193 0.03% 0.03% 16 0 0.0% Q2 2026 Aug 13, 2026
Capital Wealth Planning, LLC History No change 459,273 21,521 0.11% 0.11% 17 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 428,889 20,097 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 405,263 18,990 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 251,459 11,783 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 235,745 11,047 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 208,780 9,782 0.0% 0.0% 22 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 201,728 9,452 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 191,223 8,960 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 174,941 8,197 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 166,479 7,801 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 159,124 7,456 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 152,427 7,103 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 12, 2026
CI INVESTMENTS INC. History No change 148,240 6,946 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 13, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 144,171 6,755 0.06% 0.06% 30 0 0.0% Q2 2026 Sep 23, 2026
1832 Asset Management L.P. History No change 141,500 6,630 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
OLD MISSION CAPITAL LLC History No change 141,467 6,629 0.11% 0.11% 32 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 136,700 6,405 0.0% 0.0% 33 0 0.0% Q2 2026 Sep 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 135,896 6,368 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
GABELLI FUNDS LLC History No change 130,000 6,091 0.04% 0.04% 35 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 125,904 5,899 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 121,941 5,714 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 105,235 4,931 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 13, 2026
RD Lewis Holdings, Inc. History No change 75,797 4,204 3.11% 3.11% 39 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 89,386 4,188 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 88,375 4,141 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 12, 2026
Fisher Asset Management, LLC History No change 86,158 4,037 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 04, 2026
MANNING & NAPIER ADVISORS LLC History No change 84,439 3,956 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 75,062 3,517 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 74,840 3,507 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 74,405 3,486 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Crossmark Global Holdings, Inc. History No change 68,343 3,202 0.04% 0.04% 47 0 0.0% Q2 2026 Jul 16, 2026
LFG Wealth Partners, LLC History No change 67,040 3,141 1.47% 1.47% 48 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Personalized Indexing Management, LLC History No change 67,029 3,140 0.03% 0.03% 49 0 0.0% Q2 2026 Aug 11, 2026
Callan Family Office, LLC History No change 66,783 3,129 0.06% 0.06% 50 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 66,321 3,107 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 65,529 3,070 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 59,864 2,805 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 06, 2026
ABC ARBITRAGE SA History No change 58,156 2,725 0.29% 0.29% 54 0 0.0% Q2 2026 Jul 20, 2026
Vestmark Advisory Solutions, Inc. History No change 57,153 2,678 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 51,301 2,403 0.04% 0.04% 56 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 49,094 2,300 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 46,961 2,200 0.03% 0.03% 58 0 0.0% Q2 2026 Jul 15, 2026
CITIGROUP INC History No change 44,545 2,087 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 03, 2026
Harvest Portfolios Group Inc. History No change 42,931 2,011 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 41,605 1,949 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 27, 2026
Vident Advisory, LLC History No change 40,996 1,921 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
Russell Investments Group, Ltd. History No change 40,512 1,898 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 06, 2026
Diversify Advisory Services, LLC History No change 37,066 1,876 0.03% 0.03% 64 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 37,066 1,876 0.03% 0.03% 65 0 0.0% Q2 2026 Jul 29, 2026
STATE STREET CORP History No change 39,570 1,869 0.0% 0.0% 66 0 0.0% Q2 2026 Sep 22, 2026
Pathstone Holdings, LLC History No change 36,732 1,721 0.01% 0.01% 67 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 36,524 1,711 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 19, 2026
Cetera Investment Advisers History No change 36,491 1,709 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 12, 2026
Cerity Partners LLC History No change 36,131 1,693 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 35,900 1,682 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 06, 2026
Bleakley Financial Group, LLC History No change 35,524 1,664 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 05, 2026
IMC-Chicago, LLC History No change 35,112 1,645 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
MML INVESTORS SERVICES, LLC History No change 34,764 1,629 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 07, 2026
AMERIPRISE FINANCIAL INC History No change 34,308 1,607 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 34,288 1,606 0.01% 0.01% 76 0 0.0% Q2 2026 Jul 17, 2026
Cambridge Investment Research Advisors, Inc. History No change 34,015 1,594 0.0% 0.0% 77 0 0.0% Q2 2026 Jul 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 33,990 1,592 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 07, 2026
Blue Capital, Inc. History No change 33,505 1,570 1.0% 1.0% 79 0 0.0% Q2 2026 Aug 11, 2026
VAN ECK ASSOCIATES CORP History No change 32,489 1,522 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 32,333 1,515 0.03% 0.03% 81 0 0.0% Q2 2026 Jul 27, 2026
STIFEL FINANCIAL CORP History No change 32,284 1,512 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 12, 2026
Employees Retirement System of Texas History No change 31,258 1,465 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
Dorsey Wright & Associates History No change 30,463 1,427 0.24% 0.24% 84 0 0.0% Q2 2026 Aug 06, 2026
FIRST TRUST ADVISORS LP History No change 30,200 1,415 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 29,277 1,371 0.02% 0.02% 86 0 0.0% Q2 2026 Jul 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 29,097 1,363 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 29,057 1,361 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 28,667 1,343 0.03% 0.03% 89 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 28,403 1,331 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 27,038 1,267 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 26,748 1,253 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
Summit Global Investments History No change 26,239 1,230 0.07% 0.07% 93 0 0.0% Q2 2026 Aug 03, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 26,125 1,224 0.02% 0.02% 94 0 0.0% Q2 2026 Jul 23, 2026
IEQ CAPITAL, LLC History No change 26,085 1,222 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 11, 2026
Tower Research Capital LLC (TRC) History No change 24,859 1,164 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History No change 24,066 1,127 0.01% 0.01% 97 0 0.0% Q2 2026 Aug 10, 2026
QUADRANT CAPITAL GROUP LLC History No change 23,891 1,119 0.03% 0.03% 98 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 23,826 1,116 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 23,777 1,114 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 05, 2026
Dynasty Wealth Management, LLC History No change 23,541 1,103 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 13, 2026
Optiver Holding B.V. History No change 23,058 1,080 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
INTEGRITY ALLIANCE, LLC. History No change 22,979 1,076 0.03% 0.03% 103 0 0.0% Q2 2026 Jul 31, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 22,810 1,068 0.02% 0.02% 104 0 0.0% Q2 2026 Jul 31, 2026
Stratos Wealth Partners, LTD. History No change 22,766 1,066 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 22,614 1,060 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 21,081 987 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 10, 2026
Redhawk Wealth Advisors, Inc. History No change 20,883 978 0.1% 0.1% 108 0 0.0% Q2 2026 Jul 09, 2026
DV EQUITIES, LLC History No change 20,495 960 0.14% 0.14% 109 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 19,660 922 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 10, 2026
Timothy G. Youngquist 2020 Irrevocable Trust History No change 19,362 907 0.18% 0.18% 111 0 0.0% Q2 2026 Aug 07, 2026
Purkiss Capital Advisors LLC History No change 19,217 900 0.34% 0.34% 112 0 0.0% Q2 2026 Jul 30, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 18,259 855 0.02% 0.02% 113 0 0.0% Q2 2026 Aug 12, 2026
AdvisorShares Investments LLC History No change 17,998 843 0.1% 0.1% 114 0 0.0% Q2 2026 Aug 11, 2026
RHUMBLINE ADVISERS History No change 17,762 832 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 11, 2026
GTS SECURITIES LLC History No change 17,321 811 0.02% 0.02% 116 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 16,851 787 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 14, 2026
Kathmere Capital Management, LLC History No change 16,792 786 0.04% 0.04% 118 0 0.0% Q2 2026 Jul 29, 2026
Aaron Wealth Advisors LLC History No change 16,559 775 0.04% 0.04% 119 0 0.0% Q2 2026 Jul 16, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 16,401 768 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History No change 16,001 749 0.02% 0.02% 121 0 0.0% Q2 2026 Jul 08, 2026
PARK AVENUE SECURITIES LLC History No change 15,061 706 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 20, 2026
LVW Advisors, LLC History No change 14,942 700 0.06% 0.06% 123 0 0.0% Q2 2026 Jul 15, 2026
SYON CAPITAL LLC History No change 14,622 685 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 14,340 671 0.01% 0.01% 125 0 0.0% Q2 2026 Jul 17, 2026
Versant Capital Management, Inc History Reduced 12,346 670 0.06% 0.06% 127 -1,188 -8.78% Q3 2026 Oct 01, 2026
ASSETMARK, INC History No change 14,312 670 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 30, 2026
Allspring Global Investments Holdings, LLC History No change 13,687 636 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 13,507 634 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
Rehmann Capital Advisory Group History No change 13,215 619 0.03% 0.03% 130 0 0.0% Q2 2026 Aug 20, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History No change 12,700 595 0.21% 0.21% 131 0 0.0% Q2 2026 Jul 15, 2026
GREENLEAF TRUST History No change 12,692 594 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 21, 2026
GLENMEDE TRUST CO NA History No change 12,676 593 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 10, 2026
NewEdge Advisors, LLC History No change 12,485 585 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 12, 2026
Compound Planning, Inc. History No change 12,466 584 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 04, 2026
Ativo Capital Management LLC History No change 12,212 572 0.44% 0.44% 136 0 0.0% Q2 2026 Aug 10, 2026
New Vernon Capital Holdings II LLC History No change 12,197 571 0.31% 0.31% 137 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 12,109 567 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History No change 11,950 559 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 04, 2026
SEI INVESTMENTS CO History No change 11,872 556 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 11,776 551 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 11,681 547 0.0% 0.0% 142 0 0.0% Q2 2026 Jul 28, 2026
Inspire Advisors, LLC History No change 11,247 525 0.04% 0.04% 143 0 0.0% Q2 2026 Aug 13, 2026
Checchi Capital Advisers, LLC History No change 11,145 522 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 04, 2026
Flatrock Wealth Partners LLC History No change 10,876 509 0.2% 0.2% 145 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 10,662 499 0.01% 0.01% 146 0 0.0% Q2 2026 Jul 21, 2026
XY Capital Ltd History No change 10,648 498 0.48% 0.48% 147 0 0.0% Q2 2026 Aug 11, 2026
Parallel Advisors, LLC History No change 10,558 494 0.01% 0.01% 148 0 0.0% Q2 2026 Aug 05, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 10,105 473 0.02% 0.02% 149 0 0.0% Q2 2026 Jul 23, 2026
Canal Insurance CO History No change 10,000 469 0.1% 0.1% 150 0 0.0% Q2 2026 Jul 21, 2026
OneAscent Investment Solutions LLC History No change 9,872 462 0.44% 0.44% 151 0 0.0% Q2 2026 Aug 11, 2026
GAMMA Investing LLC History No change 9,563 448 0.02% 0.02% 152 0 0.0% Q2 2026 Jul 07, 2026
WORLD EQUITY GROUP, INC. History No change 9,400 440 0.1% 0.1% 153 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 9,321 436 0.01% 0.01% 154 0 0.0% Q2 2026 Jul 17, 2026
Gallacher Capital Management LLC History No change 9,199 431 0.24% 0.24% 155 0 0.0% Q2 2026 Jul 16, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 9,020 430 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 15, 2026
Fractal Investments LLC History No change 9,186 430 0.05% 0.05% 157 0 0.0% Q2 2026 Jul 23, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 8,948 419 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 28, 2026
Virtu Financial LLC History No change 8,941 419 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 13, 2026
Qtron Investments LLC History No change 8,924 418 0.06% 0.06% 160 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 8,731 409 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 04, 2026
Summit Trail Advisors, LLC History No change 8,608 403 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
Burns Matteson Capital Management, LLC History No change 8,617 403 0.13% 0.13% 163 0 0.0% Q2 2026 Jul 17, 2026
Oakmont Investment Advisors, Inc. History No change 8,400 393 0.27% 0.27% 164 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 8,321 389 0.0% 0.0% 165 0 0.0% Q2 2026 Sep 08, 2026
EP Wealth Advisors, LLC History No change 8,175 383 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 8,073 378 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 20, 2026
DAVENPORT & Co LLC History No change 8,049 377 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 13, 2026
Elequin Capital, LP History No change 8,052 377 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 7,829 366 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 13, 2026
MGO ONE SEVEN LLC History No change 7,686 360 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 31, 2026
Smartleaf Asset Management LLC History No change 7,742 360 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 7,583 355 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 28, 2026
JANE STREET GROUP, LLC History No change 7,494 351 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 14, 2026
Abel Hall, LLC History No change 7,315 342 0.06% 0.06% 175 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 7,112 333 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
GROUP ONE TRADING LLC History No change 7,000 328 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 6,977 326 0.0% 0.0% 178 0 0.0% Q2 2026 Aug 13, 2026
Independent Advisor Alliance History No change 6,922 324 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 12, 2026
BANK OF MONTREAL /CAN/ History No change 6,755 316 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 12, 2026
Congress Park Capital LLC History No change 6,600 309 0.08% 0.08% 181 0 0.0% Q2 2026 Jul 14, 2026
Carnegie Investment Counsel History No change 6,445 302 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 30, 2026
PDS Planning, Inc History No change 6,408 300 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 05, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 6,366 298 0.02% 0.02% 184 0 0.0% Q2 2026 Jul 07, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 6,244 292 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 17, 2026
Glen Eagle Advisors, LLC History No change 6,245 292 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 14, 2026
HB Wealth Management, LLC History No change 6,193 290 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 29, 2026
Ascent Group, LLC History No change 6,138 287 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 03, 2026
Larry Mathis Financial Planning, LLC History No change 6,087 285 0.22% 0.22% 189 0 0.0% Q2 2026 Jul 24, 2026
Global Retirement Partners, LLC History No change 6,013 281 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 06, 2026
Inspire Investing, LLC History No change 5,945 278 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 12, 2026
SmartHarvest Portfolios, LLC History No change 5,923 277 0.09% 0.09% 192 0 0.0% Q2 2026 Aug 04, 2026
ATLAS CAPITAL ADVISORS INC. History No change 5,873 275 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 5,860 274 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 13, 2026
Ethic Inc. History No change 5,865 274 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 29, 2026
Merit Financial Group, LLC History No change 5,834 273 0.0% 0.0% 196 0 0.0% Q2 2026 Jul 20, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 5,833 273 0.05% 0.05% 197 0 0.0% Q2 2026 Jul 21, 2026
CAMBIAR INVESTORS LLC History No change 5,543 259 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 31, 2026
Trek Financial, LLC History No change 5,536 259 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 5,382 252 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 28, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 5,363 251 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 07, 2026
Envestnet Portfolio Solutions, Inc. History No change 5,320 249 0.0% 0.0% 202 0 0.0% Q2 2026 Sep 23, 2026
Concurrent Investment Advisors, LLC History No change 5,306 248 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 5,197 243 0.0% 0.0% 204 0 0.0% Q2 2026 Jul 29, 2026
Advisors Preferred, LLC History No change 5,097 238 0.04% 0.04% 205 0 0.0% Q2 2026 Aug 11, 2026
EverSource Wealth Advisors, LLC History No change 5,098 238 0.01% 0.01% 206 0 0.0% Q2 2026 Jul 24, 2026
Frec Markets, Inc. History No change 5,072 237 0.02% 0.02% 207 0 0.0% Q2 2026 Aug 13, 2026
MBA Advisors LLC History No change 5,000 234 0.08% 0.08% 208 0 0.0% Q2 2026 Jul 28, 2026
FLYNN ZITO CAPITAL MANAGEMENT, LLC History No change 5,005 234 0.06% 0.06% 209 0 0.0% Q2 2026 Jul 24, 2026
Basecamp Wealth Advisors LLC History No change 4,911 230 0.04% 0.04% 210 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 4,898 229 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 10, 2026
Carrera Capital Advisors History No change 4,886 228 0.03% 0.03% 212 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 4,693 219 0.0% 0.0% 213 0 0.0% Q2 2026 Aug 13, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 4,688 219 0.0% 0.0% 214 0 0.0% Q2 2026 Jul 16, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 4,692 219 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 03, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 4,660 218 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
SEVEN MILE ADVISORY History No change 4,609 215 0.14% 0.14% 217 0 0.0% Q2 2026 Aug 13, 2026
Traveka Wealth, LLC History No change 4,485 210 0.07% 0.07% 218 0 0.0% Q2 2026 Jul 21, 2026
Plan A Wealth LLC History No change 4,501 210 0.09% 0.09% 219 0 0.0% Q2 2026 Jul 14, 2026
Eddie Patel Inc History No change 4,370 204 0.12% 0.12% 220 0 0.0% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 4,337 203 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 04, 2026
Sovran Advisors, LLC History No change 4,053 203 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 29, 2026
Resonant Capital Advisors, LLC History No change 4,316 202 0.01% 0.01% 223 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 3,983 186 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 12, 2026
First Command Advisory Services, Inc. History No change 3,648 170 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 10, 2026
Cromwell Holdings LLC History No change 2,795 130 0.06% 0.06% 226 0 0.0% Q2 2026 Jul 13, 2026
Hilltop National Bank History No change 2,785 130 0.03% 0.03% 227 0 0.0% Q2 2026 Jul 01, 2026
SG Americas Securities, LLC History No change 2,521 118 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 07, 2026
Clearstead Advisors, LLC History No change 1,873 87 0.0% 0.0% 229 0 0.0% Q2 2026 Aug 06, 2026
Rosenberg Matthew Hamilton History No change 1,871 87 0.02% 0.02% 230 0 0.0% Q2 2026 Jul 17, 2026
Larson Financial Group LLC History No change 1,808 84 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,770 82 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,648 77 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 12, 2026
Allworth Financial LP History No change 1,651 77 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 1,638 76 0.01% 0.01% 235 0 0.0% Q2 2026 Aug 07, 2026
Cassaday & Co Wealth Management LLC History No change 1,500 70 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 10, 2026
Owl Creek Wealth Partners LLC History No change 1,301 60 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 20, 2026
Manchester Capital Management LLC History No change 1,206 56 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History No change 882 41 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 06, 2026
Silver Grove Financial Group, Inc. History No change 854 40 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 707 32 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 07, 2026
PRIVATE TRUST CO NA History No change 681 31 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 675 31 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 659 30 0.0% 0.0% 244 0 0.0% Q2 2026 Jul 20, 2026
Golden State Wealth Management, LLC History No change 617 28 0.0% 0.0% 245 0 0.0% Q2 2026 Jul 22, 2026
Addison Advisors LLC History No change 585 27 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 10, 2026
FIFTH THIRD BANCORP History No change 572 26 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 05, 2026
Parkside Financial Bank & Trust History No change 544 25 0.0% 0.0% 248 0 0.0% Q2 2026 Sep 04, 2026
BROWN BROTHERS HARRIMAN & CO History No change 508 23 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 12, 2026
JFS WEALTH ADVISORS, LLC History No change 494 23 0.0% 0.0% 250 0 0.0% Q2 2026 Jul 10, 2026
Solstein Capital, LLC History No change 483 22 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 12, 2026
Ares Financial Consulting, LLC History No change 477 22 0.02% 0.02% 252 0 0.0% Q2 2026 Jul 09, 2026
True Wealth Design, LLC History No change 440 20 0.0% 0.0% 253 0 0.0% Q2 2026 Jul 16, 2026
Bare Financial Services, Inc History No change 391 18 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 27, 2026
Bruce G. Allen Investments, LLC History No change 376 17 0.01% 0.01% 255 0 0.0% Q2 2026 Jul 31, 2026
BARRETT & COMPANY, INC. History No change 325 15 0.0% 0.0% 256 0 0.0% Q2 2026 Jul 24, 2026
Kilter Group LLC History No change 333 15 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 11, 2026
Mondrian Investment Partners LTD History No change 308 14 0.0% 0.0% 258 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Bancorp, Inc. History No change 319 14 0.0% 0.0% 259 0 0.0% Q2 2026 Jul 28, 2026
Cape Investment Advisory, Inc. History No change 300 14 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 23, 2026
Strategic Wealth Partners, Ltd. History No change 291 13 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 12, 2026
NFSG Corp History No change 294 13 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 258 12 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 247 11 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 216 10 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 27, 2026
FINANCIAL CONSULATE, INC History No change 218 10 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 228 10 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 20, 2026
TD Capital Management LLC History No change 200 9 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 06, 2026
SHP Wealth Management History No change 199 9 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 11, 2026
GW&K Investment Management, LLC History No change 173 8 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 183 8 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 27, 2026
Cornerstone Planning Group LLC History No change 168 8 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 29, 2026
SALEM INVESTMENT COUNSELORS INC History No change 155 7 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 14, 2026
Retirement Wealth Solutions LLC History No change 155 7 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 07, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 131 6 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 07, 2026
Signature Equity Partners, LLC History No change 146 6 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 30, 2026
HUNTINGTON NATIONAL BANK History No change 121 5 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 109 5 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 31, 2026
TOTH FINANCIAL ADVISORY CORP History No change 110 5 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 14, 2026
UMB Bank, n.a. History No change 111 5 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 104 5 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 05, 2026
BOK Financial Private Wealth, Inc. History No change 109 5 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 126 5 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
Stone House Investment Management, LLC History No change 128 5 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 114 5 0.0% 0.0% 285 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 120 5 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 06, 2026
Benson Wealth Management INC History No change 124 5 0.01% 0.01% 287 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 114 5 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 28, 2026
Essential Partners LLC History No change 119 5 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 10, 2026
Crewe Advisors LLC History No change 90 4 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 23, 2026
Physician Wealth Advisors, Inc. History No change 100 4 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 20, 2026
Ascentis Wealth Management, LLC History No change 95 4 0.0% 0.0% 292 0 0.0% Q2 2026 Jul 30, 2026
IMA Advisory Services, Inc. History No change 82 3 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 10, 2026
MV CAPITAL MANAGEMENT, INC. History No change 69 3 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 30, 2026
Gleason Group, Inc. History No change 74 3 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 13, 2026
SJS Investment Consulting Inc. History No change 83 3 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 22, 2026
Creative Capital Management Investments LLC History No change 75 3 0.0% 0.0% 297 0 0.0% Q2 2026 Jul 24, 2026
Park Place Capital Corp History No change 69 3 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 13, 2026
Nemes Rush Group LLC History No change 70 3 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
Arlington Trust Co LLC History No change 79 3 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 07, 2026
LRI Investments, LLC History No change 75 3 0.0% 0.0% 301 0 0.0% Q2 2026 Jul 14, 2026
Principia Wealth Advisory, LLC History No change 79 3 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 26, 2026
Planning Strategies Inc. History New 37 2 0.0% — 310 +37 New Q3 2026 Oct 02, 2026
CULLEN/FROST BANKERS, INC. History No change 47 2 0.0% 0.0% 303 0 0.0% Q2 2026 Jul 27, 2026
SouthState Bank Corp History No change 53 2 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 46 2 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 46 2 0.0% 0.0% 306 0 0.0% Q2 2026 Jul 27, 2026
HHM Wealth Advisors, LLC History No change 62 2 0.0% 0.0% 307 0 0.0% Q2 2026 Jul 13, 2026
N.E.W. Advisory Services LLC History No change 55 2 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 06, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 43 2 0.0% 0.0% 309 0 0.0% Q2 2026 Jul 13, 2026
CENTRAL TRUST Co History No change 22 1 0.0% 0.0% 311 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 30 1 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 31 1 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 07, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 11 1 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 18, 2026
MOTCO History No change 38 1 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 31, 2026
Bogart Wealth, LLC History No change 25 1 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 24, 2026
Security National Bank History No change 34 1 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 15, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 22 1 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 04, 2026
CVA Family Office, LLC History No change 37 1 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 07, 2026
JDM Financial Group LLC History No change 30 1 0.0% 0.0% 320 0 0.0% Q2 2026 Aug 17, 2026
Buck Wealth Strategies, LLC History No change 30 1 0.0% 0.0% 321 0 0.0% Q2 2026 Jul 30, 2026
Financial Network Wealth Advisors LLC History No change 29 1 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 29, 2026
American Capital Advisory, LLC History No change 26 1 0.0% 0.0% 323 0 0.0% Q2 2026 Jul 28, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 29 1 0.0% 0.0% 324 0 0.0% Q2 2026 Jul 27, 2026
Roxbury Financial LLC History No change 30 1 0.0% 0.0% 325 0 0.0% Q3 2026 Oct 01, 2026
Rossby Financial, LCC History No change 32 1 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 04, 2026
Copia Wealth Management History No change 34 1 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 17, 2026
Aventura Private Wealth, LLC History No change 28 1 0.0% 0.0% 328 0 0.0% Q2 2026 Jul 15, 2026
Burk Holdings LLC History No change 33 1 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 30 1 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 11, 2026
Downshift Financial, LLC History No change 32 1 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 12, 2026
Allied Private Wealth LLC History No change 40 1 0.0% 0.0% 332 0 0.0% Q2 2026 Jul 09, 2026
North Star Investment Management Corp. History No change 14 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Plante Moran Financial Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Horizon Investments, LLC History No change 20 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Beacon Capital Management, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 9 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Grove Bank & Trust History No change 5 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
IFG Advisory, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 18 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
CoreCap Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Abound Wealth Management History No change 12 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Decker Retirement Planning Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 15, 2026
Godfrey Financial Associates, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 13 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Monetary Solutions, Ltd History No change 8 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Highland Investment Advisors LLC History No change 12 0 — — — 0 0.0% Q2 2026 Aug 13, 2026