TOTALENERGIES SE - F92124100

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
Amundi History No change 206,119,140 16,027,824 3.88% 3.88% 1 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 59,951,626 4,635,819 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 13, 2026
Capital World Investors History No change 49,898,874 3,876,531 0.46% 0.46% 3 0 0.0% Q2 2026 Aug 12, 2026
Capital International Investors History No change 47,370,538 3,679,960 0.76% 0.76% 4 0 0.0% Q2 2026 Aug 12, 2026
DEUTSCHE BANK AG\ History No change 43,577,836 3,388,612 0.98% 0.98% 5 0 0.0% Q2 2026 Aug 07, 2026
NORGES BANK History No change 40,546,835 3,150,632 0.31% 0.31% 6 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 38,102,882 2,962,880 0.26% 0.26% 7 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 37,495,795 2,912,298 0.16% 0.16% 8 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 30,368,297 2,362,006 39.95% 39.95% 9 0 0.0% Q2 2026 Jul 24, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 26,300,651 2,045,533 0.35% 0.35% 10 0 0.0% Q2 2026 Aug 14, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 20,231,481 1,573,397 1.21% 1.21% 11 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 17,041,847 1,317,777 0.29% 0.29% 12 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 15,873,793 1,234,115 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 13, 2026
SIH Partners, LLLP History No change 15,044,294 1,169,844 7.36% 7.36% 14 0 0.0% Q2 2026 Aug 14, 2026
DekaBank Deutsche Girozentrale History No change 11,665,749 1,080,015 1.82% 1.82% 15 0 0.0% Q2 2026 Aug 05, 2026
Legal & General Group Plc History No change 13,253,792 1,030,856 0.21% 0.21% 16 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 12,986,515 1,009,831 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 12,574,927 977,826 0.12% 0.12% 18 0 0.0% Q2 2026 Aug 13, 2026
FIL Ltd History No change 11,957,300 929,453 0.67% 0.67% 19 0 0.0% Q2 2026 Aug 13, 2026
THORNBURG INVESTMENT MANAGEMENT INC History No change 11,828,205 919,021 8.79% 8.79% 20 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 11,655,736 906,350 0.15% 0.15% 21 0 0.0% Q2 2026 Aug 06, 2026
Jupiter Topco LLC History No change 11,591,965 901,490 0.37% 0.37% 22 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 10,978,345 853,881 0.28% 0.28% 23 0 0.0% Q2 2026 Aug 03, 2026
Aristotle Capital Management, LLC History No change 10,506,305 816,842 1.71% 1.71% 24 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 10,437,117 811,590 1.65% 1.65% 25 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 9,250,819 715,328 0.48% 0.48% 26 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 9,179,854 711,567 0.71% 0.71% 27 0 0.0% Q2 2026 Aug 12, 2026
Invesco Ltd. History No change 8,423,066 654,977 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 8,410,525 654,002 0.03% 0.03% 29 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 8,003,901 622,383 0.19% 0.19% 30 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 7,441,202 577,702 0.13% 0.13% 31 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 7,401,297 575,107 0.32% 0.32% 32 0 0.0% Q2 2026 Aug 14, 2026
Groupe la Francaise History No change 6,796,785 511,158 6.15% 6.15% 33 0 0.0% Q2 2026 Aug 25, 2026
Allianz Asset Management GmbH History No change 6,528,310 507,763 0.41% 0.41% 34 0 0.0% Q2 2026 Sep 02, 2026
Bank of Italy History No change 6,455,319 500,374 22.78% 22.78% 35 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 5,745,928 446,805 0.07% 0.07% 36 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 5,570,320 433,148 0.08% 0.08% 37 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 5,384,554 417,036 0.07% 0.07% 38 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 5,347,871 415,497 0.1% 0.1% 39 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,992,015 387,897 0.14% 0.14% 40 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 4,871,156 378,781 2.36% 2.36% 41 0 0.0% Q2 2026 Jul 29, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 4,355,928 338,718 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 3,760,394 292,410 0.18% 0.18% 43 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 3,555,079 276,109 0.41% 0.41% 44 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 3,289,350 255,779 0.07% 0.07% 45 0 0.0% Q2 2026 Aug 14, 2026
DNCA FINANCE History No change 3,274,674 254,699 12.34% 12.34% 46 0 0.0% Q2 2026 Aug 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 3,234,658 251,527 0.46% 0.46% 47 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 3,233,615 251,506 0.93% 0.93% 48 0 0.0% Q2 2026 Jul 23, 2026
BANK OF MONTREAL /CAN/ History No change 3,212,149 249,595 0.08% 0.08% 49 0 0.0% Q2 2026 Aug 12, 2026
Capital International, Inc./CA/ History No change 3,205,301 249,132 1.75% 1.75% 50 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 2,689,312 244,673 0.08% 0.08% 51 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 3,035,893 236,267 0.21% 0.21% 52 0 0.0% Q2 2026 Aug 06, 2026
ALTRINSIC GLOBAL ADVISORS LLC History No change 2,991,355 232,663 8.54% 8.54% 53 0 0.0% Q2 2026 Aug 14, 2026
M&G Plc History No change 2,954,272 229,456 1.14% 1.14% 54 0 0.0% Q2 2026 Aug 06, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 2,933,078 228,079 0.05% 0.05% 55 0 0.0% Q2 2026 Sep 23, 2026
FEDERATED HERMES, INC. History No change 2,878,671 223,845 0.32% 0.32% 56 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,823,517 216,776 0.09% 0.09% 57 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 2,765,089 215,013 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS ADVISORS, LLC History No change 2,739,262 213,005 0.24% 0.24% 59 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 2,489,386 193,242 0.31% 0.31% 60 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 2,354,200 182,929 0.17% 0.17% 61 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,302,845 178,939 0.27% 0.27% 62 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 2,290,399 177,997 0.08% 0.08% 63 0 0.0% Q2 2026 Aug 13, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,185,055 169,790 0.13% 0.13% 64 0 0.0% Q2 2026 Sep 09, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 2,188,821 169,662 2.24% 2.24% 65 0 0.0% Q2 2026 Aug 10, 2026
LGT Group Foundation History No change 2,053,277 159,546 1.81% 1.81% 66 0 0.0% Q2 2026 Aug 10, 2026
D. E. Shaw & Co., Inc. History No change 2,017,738 156,779 0.07% 0.07% 67 0 0.0% Q2 2026 Aug 14, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 1,899,286 147,800 0.38% 0.38% 68 0 0.0% Q2 2026 Aug 10, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 1,922,562 147,259 0.38% 0.38% 69 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 1,819,275 141,364 0.43% 0.43% 70 0 0.0% Q2 2026 Aug 11, 2026
EQUITY INVESTMENT CORP History No change 1,806,067 140,439 2.68% 2.68% 71 0 0.0% Q2 2026 Aug 07, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,795,601 139,625 0.06% 0.06% 72 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1,792,732 139,436 0.27% 0.27% 73 0 0.0% Q2 2026 Aug 11, 2026
ABN AMRO Bank N.V. History No change 1,632,403 126,591 1.63% 1.63% 74 0 0.0% Q2 2026 Aug 06, 2026
MACKENZIE FINANCIAL CORP History No change 3,350,217 124,568 0.12% 0.12% 75 0 0.0% Q2 2026 Aug 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,578,321 122,730 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 14, 2026
Compagnie Lombard Odier SCmA History No change 1,568,926 122,029 1.32% 1.32% 77 0 0.0% Q2 2026 Jul 29, 2026
Man Group plc History No change 1,558,489 121,216 0.19% 0.19% 78 0 0.0% Q2 2026 Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 1,555,564 120,986 0.27% 0.27% 79 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 1,434,267 112,021 0.17% 0.17% 80 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 1,421,607 110,544 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
BANQUE PICTET & CIE SA History No change 1,391,148 108,201 0.68% 0.68% 82 0 0.0% Q2 2026 Jul 24, 2026
Alyeska Investment Group, L.P. History No change 1,387,855 107,919 0.28% 0.28% 83 0 0.0% Q2 2026 Aug 14, 2026
Vontobel Holding Ltd. History No change 1,386,724 107,753 0.34% 0.34% 84 0 0.0% Q2 2026 Aug 03, 2026
Pictet Asset Management Holding SA History No change 1,380,331 107,360 0.1% 0.1% 85 0 0.0% Q2 2026 Jul 30, 2026
Korea Investment CORP History No change 1,337,102 103,998 0.2% 0.2% 86 0 0.0% Q2 2026 Aug 11, 2026
MILLENNIUM MANAGEMENT LLC History No change 1,496,400 102,421 0.04% 0.04% 87 0 0.0% Q2 2026 Aug 14, 2026
TD ASSET MANAGEMENT INC History No change 1,279,745 99,536 0.09% 0.09% 88 0 0.0% Q2 2026 Aug 04, 2026
CITADEL ADVISORS LLC History No change 1,277,522 99,340 0.01% 0.01% 89 0 0.0% Q2 2026 Sep 02, 2026
Border to Coast Pensions Partnership Ltd History Added to 1,156,313 99,277 1.37% 1.18% 90 +123,428 11.95% Q3 2026 Oct 09, 2026
LPL Financial LLC History No change 1,249,548 97,164 0.02% 0.02% 91 0 0.0% Q2 2026 Aug 07, 2026
Bank Pictet & Cie (Europe) AG History No change 1,237,749 96,270 1.88% 1.88% 92 0 0.0% Q2 2026 Jul 24, 2026
ANTIPODES PARTNERS Ltd History No change 1,225,885 95,347 1.75% 1.75% 93 0 0.0% Q2 2026 Aug 06, 2026
Capital International Sarl History No change 1,202,911 93,544 1.32% 1.32% 94 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,183,602 92,034 0.27% 0.27% 95 0 0.0% Q2 2026 Aug 17, 2026
Zurich Insurance Group Ltd/FI History No change 1,169,487 90,876 0.63% 0.63% 96 0 0.0% Q2 2026 Aug 14, 2026
Generali Asset Management SPA SGR History No change 1,268,689 86,308 1.56% 1.56% 97 0 0.0% Q2 2026 Jul 30, 2026
TODD ASSET MANAGEMENT LLC History No change 1,100,416 85,562 1.52% 1.52% 98 0 0.0% Q2 2026 Aug 04, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 1,056,594 82,180 1.21% 1.21% 99 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 1,017,165 78,653 0.04% 0.04% 100 0 0.0% Q2 2026 Aug 13, 2026
Ninety One UK Ltd History No change 993,743 77,292 0.17% 0.17% 101 0 0.0% Q2 2026 Jul 16, 2026
AEGON ASSET MANAGEMENT UK PLC History No change 987,222 76,784 0.82% 0.82% 102 0 0.0% Q2 2026 Jul 13, 2026
Merewether Investment Management, LP History No change 971,338 75,531 1.42% 1.42% 103 0 0.0% Q2 2026 Aug 14, 2026
Liontrust Investment Partners LLP History No change 969,454 75,402 1.11% 1.11% 104 0 0.0% Q2 2026 Aug 18, 2026
DJE Kapital AG History No change 970,181 74,840 1.41% 1.41% 105 0 0.0% Q2 2026 Aug 04, 2026
Vanguard Investments Australia, Ltd. History No change 942,119 72,850 0.18% 0.18% 106 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 936,164 72,785 0.04% 0.04% 107 0 0.0% Q2 2026 Aug 11, 2026
GROUPAMA ASSET MANAGMENT History No change 961,811 65,920 0.83% 0.83% 108 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 843,857 65,618 0.06% 0.06% 109 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 837,327 65,086 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 855,794 58,268 0.07% 0.07% 111 0 0.0% Q2 2026 Aug 13, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 745,350 57,972 0.26% 0.26% 112 0 0.0% Q2 2026 Aug 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 725,500 56,415 0.38% 0.38% 113 0 0.0% Q2 2026 Aug 12, 2026
Cullen Capital Management, LLC History No change 718,986 55,908 0.55% 0.55% 114 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 694,810 54,028 0.05% 0.05% 115 0 0.0% Q2 2026 Aug 05, 2026
Tidal Investments LLC History No change 701,883 53,257 0.09% 0.09% 116 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 661,790 51,460 0.04% 0.04% 117 0 0.0% Q2 2026 Aug 12, 2026
Susquehanna Portfolio Strategies, LLC History No change 641,880 49,912 0.8% 0.8% 118 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 618,615 48,115 0.1% 0.1% 119 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL INTERNATIONAL LTD /CA/ History No change 578,299 44,956 1.47% 1.47% 120 0 0.0% Q2 2026 Aug 12, 2026
GUARDIAN CAPITAL LP History No change 564,830 43,921 1.07% 1.07% 121 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 561,370 43,660 0.03% 0.03% 122 0 0.0% Q2 2026 Aug 13, 2026
Saudi Central Bank History No change 490,410 42,153 0.55% 0.55% 123 0 0.0% Q2 2026 Jul 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 528,414 41,099 0.07% 0.07% 124 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 509,259 39,599 0.02% 0.02% 125 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 506,735 39,403 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 11, 2026
Allspring Global Investments Holdings, LLC History No change 517,126 38,863 0.06% 0.06% 127 0 0.0% Q2 2026 Aug 13, 2026
Ruffer LLP History No change 474,930 36,898 1.3% 1.3% 128 0 0.0% Q2 2026 Jul 30, 2026
Intesa Sanpaolo S.p.A. History No change 444,334 34,418 1.18% 1.18% 129 0 0.0% Q2 2026 Jul 31, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 439,628 34,181 0.04% 0.04% 130 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL PLC History No change 439,128 34,121 0.19% 0.19% 131 0 0.0% Q2 2026 Aug 13, 2026
Evelyn Partners Group Ltd History No change 436,468 33,915 0.07% 0.07% 132 0 0.0% Q2 2026 Aug 07, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 426,120 33,513 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 03, 2026
EFG International AG History No change 428,055 33,249 0.61% 0.61% 134 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 421,800 32,799 0.05% 0.05% 135 0 0.0% Q2 2026 Jul 31, 2026
BARINGS LLC History No change 418,276 32,501 0.58% 0.58% 136 0 0.0% Q2 2026 Aug 07, 2026
JENNISON ASSOCIATES LLC History No change 411,019 31,960 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 03, 2026
FLOSSBACH VON STORCH SE History No change 397,364 30,876 0.14% 0.14% 138 0 0.0% Q2 2026 Aug 10, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 385,732 29,994 0.09% 0.09% 139 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 365,948 28,456 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 344,288 26,772 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 13, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 339,119 26,376 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 12, 2026
Capital Group Private Client Services, Inc. History No change 335,745 26,097 0.37% 0.37% 143 0 0.0% Q2 2026 Aug 12, 2026
Maryland State Retirement & Pension System History No change 333,712 25,919 0.44% 0.44% 144 0 0.0% Q2 2026 Jul 30, 2026
State of Tennessee, Department of Treasury History No change 332,460 25,858 0.08% 0.08% 145 0 0.0% Q2 2026 Aug 14, 2026
Townsend & Associates, Inc History No change 318,791 25,758 2.19% 2.19% 146 0 0.0% Q2 2026 Jul 22, 2026
Sound Income Strategies, LLC History Added to 295,717 25,437 1.13% 1.01% 147 +6,022 2.08% Q3 2026 Oct 09, 2026
Cetera Investment Advisers History No change 325,686 25,327 0.02% 0.02% 148 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 319,948 24,879 0.04% 0.04% 149 0 0.0% Q2 2026 Jul 30, 2026
GW HENSSLER & ASSOCIATES LTD History No change 303,526 23,602 1.05% 1.05% 150 0 0.0% Q2 2026 Jul 28, 2026
NORTHERN TRUST CORP History No change 294,406 22,893 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
M&T BANK CORP History No change 279,310 21,680 0.06% 0.06% 152 0 0.0% Q2 2026 Aug 04, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 277,631 21,588 0.01% 0.01% 153 0 0.0% Q2 2026 Aug 07, 2026
Artemis Investment Management LLP History No change 250,000 21,444 0.19% 0.17% 154 0 0.0% Q3 2026 Oct 08, 2026
INGALLS & SNYDER LLC History No change 274,116 21,315 0.58% 0.58% 155 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 274,089 21,313 0.03% 0.03% 156 0 0.0% Q2 2026 Jul 28, 2026
BRANDES INVESTMENT PARTNERS, LP History No change 273,309 21,244 0.15% 0.15% 157 0 0.0% Q2 2026 Aug 14, 2026
STATE STREET CORP History No change 269,657 21,169 0.0% 0.0% 158 0 0.0% Q2 2026 Sep 22, 2026
ALLIANZ SE History No change 269,396 20,953 0.22% 0.22% 159 0 0.0% Q2 2026 Aug 10, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 276,194 20,791 0.05% 0.05% 160 0 0.0% Q2 2026 Aug 06, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History No change 266,169 20,680 0.2% 0.2% 161 0 0.0% Q2 2026 Aug 11, 2026
GQG Partners LLC History No change 263,895 20,512 0.04% 0.04% 162 0 0.0% Q2 2026 Aug 12, 2026
NICOLA WEALTH MANAGEMENT LTD. History No change 257,000 19,971 2.3% 2.3% 163 0 0.0% Q2 2026 Aug 06, 2026
Walleye Capital LLC History No change 246,014 19,130 0.07% 0.07% 164 0 0.0% Q2 2026 Aug 03, 2026
Epoch Investment Partners, Inc. History No change 243,401 18,926 0.11% 0.11% 165 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 242,195 18,833 0.01% 0.01% 166 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 250,718 18,809 0.05% 0.05% 167 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 221,858 18,287 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 10, 2026
Allied Investment Advisors, LLC History Added to 195,741 16,735 1.58% 1.88% 169 +3,164 1.64% Q3 2026 Oct 13, 2026
OMERS ADMINISTRATION Corp History No change 214,711 16,699 0.1% 0.1% 170 0 0.0% Q2 2026 Aug 13, 2026
Haven Global Partners, LLC History Reduced 192,325 16,536 14.75% 13.86% 171 -40,177 -17.28% Q3 2026 Oct 13, 2026
Mariner, LLC History No change 208,113 16,182 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 13, 2026
Euro Pacific Asset Management, LLC History Reduced 174,706 15,692 1.28% 0.72% 173 -1,089 -0.62% Q3 2026 Oct 13, 2026
GABELLI FUNDS LLC History No change 199,000 15,474 0.1% 0.1% 174 0 0.0% Q2 2026 Aug 12, 2026
Trexquant Investment LP History No change 196,555 15,284 0.09% 0.09% 175 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 193,533 15,045 0.07% 0.07% 176 0 0.0% Q2 2026 Aug 13, 2026
Baader Bank Aktiengesellschaft History No change 193,374 15,025 1.13% 1.13% 177 0 0.0% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History No change 192,534 14,971 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 07, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History No change 183,055 14,234 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 14, 2026
USS Investment Management Ltd History No change 182,094 14,148 0.05% 0.05% 180 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 177,386 13,782 0.02% 0.02% 181 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 175,441 13,642 0.02% 0.02% 182 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 174,953 13,604 0.03% 0.03% 183 0 0.0% Q2 2026 Aug 05, 2026
Jefferies Financial Group Inc. History No change 164,930 12,813 0.08% 0.08% 184 0 0.0% Q2 2026 Aug 17, 2026
Metis Global Partners, LLC History No change 162,839 12,662 0.29% 0.29% 185 0 0.0% Q2 2026 Aug 10, 2026
BTG Pactual Asset Management US LLC History No change 150,000 12,644 0.79% 0.79% 186 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 161,401 12,550 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 14, 2026
Parkwood LLC History No change 158,319 12,311 0.88% 0.88% 188 0 0.0% Q2 2026 Aug 14, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 143,139 12,238 0.21% 0.19% 189 -3,540 -2.41% Q3 2026 Oct 13, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 153,140 11,900 0.56% 0.56% 190 0 0.0% Q2 2026 Jul 13, 2026
Cerity Partners LLC History No change 152,945 11,892 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 14, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 151,400 11,772 0.47% 0.47% 192 0 0.0% Q2 2026 Aug 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 150,758 11,722 0.05% 0.05% 193 0 0.0% Q2 2026 Aug 13, 2026
Banque de Luxembourg S.A. History No change 150,433 11,698 5.52% 5.52% 194 0 0.0% Q2 2026 Jul 09, 2026
VIKING FUND MANAGEMENT LLC History No change 150,000 11,664 1.04% 1.04% 195 0 0.0% Q2 2026 Jul 13, 2026
American Assets Investment Management, LLC History No change 150,000 11,664 0.71% 0.71% 196 0 0.0% Q2 2026 Aug 05, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 149,137 11,599 0.11% 0.11% 197 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 140,075 11,027 0.19% 0.19% 198 0 0.0% Q2 2026 Jul 23, 2026
Crossmark Global Holdings, Inc. History No change 141,779 11,024 0.14% 0.14% 199 0 0.0% Q2 2026 Jul 16, 2026
Capital Group Investment Management Pte. Ltd. History No change 140,187 10,903 1.64% 1.64% 200 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 140,101 10,785 0.04% 0.04% 201 0 0.0% Q2 2026 Aug 14, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 137,744 10,710 1.77% 1.77% 202 0 0.0% Q2 2026 Aug 04, 2026
Altrius Capital Management Inc History No change 129,527 10,072 1.91% 1.91% 203 0 0.0% Q2 2026 Aug 13, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 126,288 9,820 0.37% 0.37% 204 0 0.0% Q2 2026 Aug 14, 2026
Te Ahumairangi Investment Management Ltd History No change 125,944 9,795 1.58% 1.58% 205 0 0.0% Q2 2026 Aug 12, 2026
Capital Wealth Planning, LLC History No change 123,962 9,639 0.05% 0.05% 206 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 118,949 9,250 0.05% 0.05% 207 0 0.0% Q2 2026 Jul 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 117,595 9,144 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 13, 2026
BFSG, LLC History No change 117,149 9,109 0.81% 0.81% 209 0 0.0% Q2 2026 Jul 20, 2026
Tweedy, Browne Co LLC History No change 117,108 9,106 0.69% 0.69% 210 0 0.0% Q2 2026 Aug 07, 2026
Optiver Holding B.V. History No change 116,777 9,080 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History No change 116,709 9,075 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 14, 2026
Ledyard National Bank History No change 116,140 9,031 0.72% 0.72% 213 0 0.0% Q2 2026 Jul 16, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 114,663 8,916 0.07% 0.07% 214 0 0.0% Q2 2026 Sep 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 114,001 8,864 0.09% 0.09% 215 0 0.0% Q2 2026 Aug 03, 2026
HUNTINGTON NATIONAL BANK History No change 113,536 8,827 0.04% 0.04% 216 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 112,649 8,762 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 27, 2026
swisspartners Advisors Ltd History No change 112,205 8,716 5.87% 5.87% 218 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 110,623 8,601 0.33% 0.33% 219 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 105,038 8,169 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 14, 2026
Timber Creek Capital Management LLC History No change 103,844 8,074 1.65% 1.65% 221 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 101,177 7,867 0.1% 0.1% 222 0 0.0% Q2 2026 Aug 05, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 91,435 7,817 1.69% 1.46% 223 -1,354 -1.46% Q3 2026 Oct 13, 2026
Walleye Trading LLC History No change 99,939 7,771 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 03, 2026
FAYEZ SAROFIM & CO History No change 99,405 7,729 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 97,099 7,550 0.04% 0.04% 226 0 0.0% Q2 2026 Jul 24, 2026
WASATCH ADVISORS LP History New 87,297 7,501 0.06% — 227 +87,297 New Q3 2026 Oct 13, 2026
Atria Investments, Inc History No change 96,429 7,498 0.08% 0.08% 228 0 0.0% Q2 2026 Jul 28, 2026
LORD, ABBETT & CO. LLC History No change 96,218 7,479 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 95,268 7,408 0.44% 0.44% 230 0 0.0% Q2 2026 Jul 31, 2026
US BANCORP \DE\ History No change 94,659 7,360 0.01% 0.01% 231 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 93,882 7,300 0.06% 0.06% 232 0 0.0% Q2 2026 Aug 11, 2026
Gilman Hill Asset Management, LLC History Added to 84,733 7,244 1.01% 0.88% 233 +1,700 2.05% Q3 2026 Oct 13, 2026
BLAIR WILLIAM & CO/IL History No change 92,602 7,200 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 11, 2026
MANNING & NAPIER ADVISORS LLC History No change 90,877 7,066 0.09% 0.09% 235 0 0.0% Q2 2026 Aug 13, 2026
CI INVESTMENTS INC. History No change 89,379 6,950 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 13, 2026
Americana Partners, LLC History No change 86,860 6,754 0.15% 0.15% 237 0 0.0% Q2 2026 Aug 05, 2026
Bellecapital International Ltd. History No change 85,872 6,667 1.07% 1.07% 238 0 0.0% Q2 2026 Jul 22, 2026
Morningstar Investment Management LLC History No change 72,155 6,621 0.41% 0.41% 239 0 0.0% Q2 2026 Jul 21, 2026
Polar Capital Holdings Plc History No change 85,154 6,621 0.02% 0.02% 240 0 0.0% Q2 2026 Aug 14, 2026
AXA S.A. History No change 83,339 6,474 7.05% 7.05% 241 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 83,197 6,470 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 08, 2026
LGT Fund Management Co Ltd. History No change 83,135 6,459 0.27% 0.27% 243 0 0.0% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History No change 82,500 6,405 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Sava Infond d.o.o. History No change 82,460 6,391 0.45% 0.45% 245 0 0.0% Q2 2026 Jul 16, 2026
Stamos Capital Partners, L.P. History No change 82,011 6,377 0.98% 0.98% 246 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 81,392 6,329 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 12, 2026
Longaeva Partners L.P. History No change 79,932 6,215 0.14% 0.14% 248 0 0.0% Q2 2026 Aug 14, 2026
FRED ALGER MANAGEMENT, LLC History No change 79,903 6,213 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History No change 78,557 6,108 0.11% 0.11% 250 0 0.0% Q2 2026 Aug 14, 2026
Fideuram Asset Management (Ireland) dac History No change 79,082 6,014 0.11% 0.11% 251 0 0.0% Q2 2026 Jul 23, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 77,053 5,991 0.04% 0.04% 252 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 76,916 5,980 0.01% 0.01% 253 0 0.0% Q2 2026 Aug 19, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 76,315 5,934 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 14, 2026
Aviso Financial Inc. History No change 76,147 5,921 0.21% 0.21% 255 0 0.0% Q2 2026 Aug 13, 2026
Orion Porfolio Solutions, LLC History No change 75,200 5,847 0.04% 0.04% 256 0 0.0% Q2 2026 Aug 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 75,008 5,832 0.26% 0.26% 257 0 0.0% Q2 2026 Aug 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 65,746 5,656 0.01% 0.01% 258 -682 -1.03% Q3 2026 Oct 13, 2026
J. Safra Sarasin Holding AG History No change 131,738 5,656 0.08% 0.08% 259 0 0.0% Q2 2026 Jul 31, 2026
Callan Family Office, LLC History No change 72,341 5,625 0.11% 0.11% 260 0 0.0% Q2 2026 Aug 11, 2026
Campbell & CO Investment Adviser LLC History No change 72,194 5,609 0.29% 0.29% 261 0 0.0% Q2 2026 Aug 03, 2026
Ensign Peak Advisors, Inc History No change 71,528 5,563 0.01% 0.01% 262 0 0.0% Q2 2026 Aug 14, 2026
First Bank & Trust History No change 71,472 5,557 0.82% 0.82% 263 0 0.0% Q2 2026 Jul 09, 2026
Hudson Bay Capital Management LP History No change 71,078 5,527 0.02% 0.02% 264 0 0.0% Q2 2026 Aug 14, 2026
Martin Capital Partners, LLC History Added to 64,295 5,497 1.97% 1.83% 265 +148 0.23% Q3 2026 Oct 07, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 68,569 5,332 0.1% 0.1% 266 0 0.0% Q2 2026 Aug 04, 2026
Pictet North America Advisors SA History No change 66,539 5,175 0.46% 0.46% 267 0 0.0% Q2 2026 Jul 24, 2026
Aventail Capital Group, LP History No change 65,449 5,089 0.29% 0.29% 268 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 214,844 5,083 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 63,700 4,953 0.08% 0.08% 270 0 0.0% Q2 2026 Aug 13, 2026
TrueMark Investments, LLC History No change 63,599 4,945 0.62% 0.62% 271 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 63,599 4,945 0.88% 0.88% 272 0 0.0% Q2 2026 Aug 05, 2026
Barry Investment Advisors, LLC History No change 62,487 4,859 1.02% 1.02% 273 0 0.0% Q2 2026 Jul 09, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 61,298 4,766 0.06% 0.06% 274 0 0.0% Q2 2026 Aug 10, 2026
ZWJ INVESTMENT COUNSEL INC History No change 58,646 4,560 0.15% 0.15% 275 0 0.0% Q2 2026 Jul 16, 2026
QUADRANT CAPITAL GROUP LLC History No change 57,905 4,502 0.12% 0.12% 276 0 0.0% Q2 2026 Aug 14, 2026
WEATHERLY ASSET MANAGEMENT L. P. History No change 57,045 4,483 0.32% 0.32% 277 0 0.0% Q2 2026 Jul 20, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 57,186 4,446 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 56,819 4,418 0.01% 0.01% 279 0 0.0% Q2 2026 Jul 29, 2026
Cambridge Investment Research Advisors, Inc. History No change 55,776 4,337 0.01% 0.01% 280 0 0.0% Q2 2026 Jul 27, 2026
Intesa Sanpaolo Wealth Management History No change 55,256 4,283 0.86% 0.86% 281 0 0.0% Q2 2026 Jul 23, 2026
BENJAMIN EDWARDS INC History No change 54,522 4,240 0.04% 0.04% 282 0 0.0% Q2 2026 Jul 24, 2026
Osmosis Investment Management UK Ltd History No change 53,886 4,190 0.19% 0.19% 283 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Wealth, LLC History No change 53,133 4,131 0.04% 0.04% 284 0 0.0% Q2 2026 Aug 10, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 53,098 4,128 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 29, 2026
Integrated Quantitative Investments LLC History No change 53,098 4,128 0.68% 0.68% 286 0 0.0% Q2 2026 Aug 14, 2026
GTS SECURITIES LLC History No change 52,774 4,103 0.09% 0.09% 287 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 52,674 4,095 0.04% 0.04% 288 0 0.0% Q2 2026 Aug 14, 2026
Abundance Wealth Counselors History No change 52,379 4,072 0.26% 0.26% 289 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 47,531 3,999 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 51,258 3,986 0.08% 0.08% 291 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 49,834 3,875 0.02% 0.02% 292 0 0.0% Q2 2026 Aug 14, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 47,879 3,721 0.14% 0.14% 293 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 47,262 3,675 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 46,893 3,646 0.04% 0.04% 295 0 0.0% Q2 2026 Aug 12, 2026
Pathstone Holdings, LLC History No change 46,469 3,617 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Capital Management History No change 45,547 3,585 0.43% 0.43% 297 0 0.0% Q2 2026 Jul 21, 2026
PARK AVENUE SECURITIES LLC History No change 45,595 3,546 0.02% 0.02% 298 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 44,950 3,495 0.02% 0.02% 299 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 44,627 3,470 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
DMKC Advisory Services, LLC History No change 44,466 3,457 0.65% 0.65% 301 0 0.0% Q2 2026 Jul 07, 2026
SIGNATUREFD, LLC History No change 44,361 3,449 0.05% 0.05% 302 0 0.0% Q2 2026 Jul 23, 2026
CLOVERFIELDS CAPITAL GROUP, LP History No change 44,235 3,439 1.04% 1.04% 303 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 43,700 3,398 0.35% 0.35% 304 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 43,346 3,370 0.05% 0.05% 305 0 0.0% Q2 2026 Aug 11, 2026
Hollow Brook Wealth Management LLC History No change 42,605 3,313 0.66% 0.66% 306 0 0.0% Q2 2026 Aug 14, 2026
Drum Hill Capital, LLC History No change 42,446 3,300 3.37% 3.37% 307 0 0.0% Q2 2026 Jul 30, 2026
Parallax Volatility Advisers, L.P. History No change 40,000 3,110 0.01% 0.01% 308 0 0.0% Q2 2026 Aug 14, 2026
Columbus Macro, LLC History No change 39,905 3,103 0.3% 0.3% 309 0 0.0% Q2 2026 Jul 22, 2026
Private Advisor Group, LLC History No change 39,011 3,033 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 27, 2026
Vident Advisory, LLC History No change 38,881 3,023 0.02% 0.02% 311 0 0.0% Q2 2026 Aug 12, 2026
Princeton Global Asset Management LLC History No change 38,727 3,011 0.43% 0.43% 312 0 0.0% Q2 2026 Jul 16, 2026
INTRUST BANK NA History No change 38,655 3,005 0.22% 0.22% 313 0 0.0% Q2 2026 Aug 05, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 38,495 2,993 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 38,392 2,985 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 13, 2026
Dixon Mitchell Investment Counsel Inc. History No change 38,000 2,954 0.1% 0.1% 316 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 37,977 2,953 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History No change 37,330 2,902 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 18, 2026
First Pacific Financial History No change 37,198 2,892 0.34% 0.34% 319 0 0.0% Q2 2026 Jul 20, 2026
Tower Research Capital LLC (TRC) History No change 36,686 2,852 0.07% 0.07% 320 0 0.0% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History No change 36,015 2,800 0.09% 0.09% 321 0 0.0% Q2 2026 Jul 09, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 35,220 2,738 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 13, 2026
Cyndeo Wealth Partners, LLC History No change 35,034 2,724 0.13% 0.13% 323 0 0.0% Q2 2026 Jul 21, 2026
Stolper Co History Added to 31,530 2,696 0.7% 0.63% 324 +236 0.75% Q3 2026 Oct 13, 2026
LFG Wealth Partners, LLC History No change 34,600 2,690 1.26% 1.26% 325 0 0.0% Q2 2026 Aug 04, 2026
RHUMBLINE ADVISERS History No change 33,966 2,641 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 32,492 2,537 0.05% 0.05% 327 0 0.0% Q2 2026 Jul 27, 2026
LYNCH & ASSOCIATES/IN History Reduced 29,328 2,507 0.36% 0.41% 328 -833 -2.76% Q3 2026 Oct 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 28,820 2,464 0.54% 0.51% 329 -1,343 -4.45% Q3 2026 Oct 08, 2026
Raleigh Capital Management Inc. History No change 31,611 2,458 0.78% 0.78% 330 0 0.0% Q2 2026 Jul 21, 2026
Old Port Advisors History No change 30,394 2,363 0.47% 0.47% 331 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 29,900 2,325 0.01% 0.01% 332 0 0.0% Q2 2026 Jul 17, 2026
Squarepoint Ops LLC History No change 29,400 2,286 0.0% 0.0% 333 0 0.0% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History No change 28,477 2,214 0.01% 0.01% 334 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History No change 27,824 2,163 0.11% 0.11% 335 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 27,608 2,147 0.01% 0.01% 336 0 0.0% Q2 2026 Sep 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 27,332 2,133 0.04% 0.04% 337 0 0.0% Q2 2026 Aug 12, 2026
LSV ASSET MANAGEMENT History No change 27,100 2,107 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 06, 2026
Steward Partners Investment Advisory, LLC History No change 26,369 2,050 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History No change 26,326 2,047 0.01% 0.01% 340 0 0.0% Q2 2026 Jul 29, 2026
Point72 Asset Management, L.P. History No change 25,905 2,014 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History No change 25,874 2,011 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 13, 2026
Manske Wealth Management History No change 25,771 2,003 0.5% 0.5% 343 0 0.0% Q2 2026 Aug 03, 2026
Intellectus Partners, LLC History No change 25,103 1,952 0.34% 0.34% 344 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 24,862 1,933 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 03, 2026
FACTORY MUTUAL INSURANCE CO History No change 24,550 1,909 0.02% 0.02% 346 0 0.0% Q2 2026 Jul 21, 2026
Arax Advisory Partners History No change 24,302 1,889 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 10, 2026
Federation des caisses Desjardins du Quebec History No change 24,214 1,885 0.01% 0.01% 348 0 0.0% Q2 2026 Aug 13, 2026
Diversify Advisory Services, LLC History No change 22,242 1,871 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 22,242 1,871 0.03% 0.03% 350 0 0.0% Q2 2026 Jul 29, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 23,839 1,853 0.01% 0.01% 351 0 0.0% Q2 2026 Jul 28, 2026
Parrish Capital LLC History Added to 21,539 1,841 1.79% 1.54% 352 +926 4.49% Q3 2026 Oct 01, 2026
WEALTH ALLIANCE, LLC History No change 23,469 1,824 0.15% 0.15% 353 0 0.0% Q2 2026 Aug 11, 2026
Walter Public Investments Inc. History No change 23,300 1,810 0.44% 0.44% 354 0 0.0% Q2 2026 Aug 05, 2026
Hudson Portfolio Management LLC History No change 22,888 1,779 1.35% 1.35% 355 0 0.0% Q2 2026 Aug 12, 2026
Summit Trail Advisors, LLC History No change 22,691 1,764 0.02% 0.02% 356 0 0.0% Q2 2026 Aug 11, 2026
REYL & Cie S.A. History No change 18,795 1,756 2.03% 2.03% 357 0 0.0% Q2 2026 Oct 02, 2026
Orca Wealth Management, LLC History No change 22,479 1,747 1.05% 1.05% 358 0 0.0% Q2 2026 Jul 22, 2026
Ipswich Investment Management Co., Inc. History Reduced 20,230 1,729 0.37% 0.36% 359 -1,700 -7.75% Q3 2026 Oct 13, 2026
U S GLOBAL INVESTORS INC History No change 22,000 1,710 0.16% 0.16% 360 0 0.0% Q2 2026 Jul 27, 2026
Snowden Capital Advisors LLC History No change 21,945 1,710 0.04% 0.04% 361 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 21,829 1,697 0.07% 0.07% 362 0 0.0% Q2 2026 Aug 10, 2026
PEAK6 LLC History No change 21,296 1,655 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 21,047 1,636 0.02% 0.02% 364 0 0.0% Q2 2026 Aug 04, 2026
Waverly Advisors, LLC History No change 21,009 1,633 0.01% 0.01% 365 0 0.0% Q2 2026 Aug 14, 2026
Dockside LLC History No change 20,850 1,621 0.38% 0.38% 366 0 0.0% Q2 2026 Aug 03, 2026
Integrated Wealth Concepts LLC History No change 20,714 1,610 0.01% 0.01% 367 0 0.0% Q2 2026 Sep 08, 2026
Obermeyer Wealth Partners History No change 20,472 1,591 0.07% 0.07% 368 0 0.0% Q2 2026 Jul 29, 2026
Stratos Wealth Partners, LTD. History No change 20,283 1,577 0.02% 0.02% 369 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 20,226 1,572 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 20,146 1,566 0.01% 0.01% 371 0 0.0% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History No change 20,126 1,565 0.02% 0.02% 372 0 0.0% Q2 2026 Jul 15, 2026
Sterling Capital Management LLC History No change 20,068 1,560 0.03% 0.03% 373 0 0.0% Q2 2026 Jul 28, 2026
ALBERT D MASON INC History No change 19,774 1,537 0.87% 0.87% 374 0 0.0% Q2 2026 Jul 22, 2026
Dynasty Wealth Management, LLC History No change 19,618 1,525 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 13, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 22,131 1,505 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 07, 2026
denkapparat Operations GmbH History No change 19,268 1,497 0.49% 0.49% 377 0 0.0% Q2 2026 Aug 06, 2026
Nicholas Hoffman & Company, LLC. History No change 19,081 1,483 0.03% 0.03% 378 0 0.0% Q2 2026 Aug 04, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 19,010 1,478 0.1% 0.1% 379 0 0.0% Q2 2026 Aug 03, 2026
GROUP ONE TRADING LLC History No change 18,909 1,470 0.0% 0.0% 380 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 18,839 1,464 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 10, 2026
BAILARD, INC. History Added to 17,114 1,463 0.03% 0.03% 382 +410 2.45% Q3 2026 Oct 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 18,669 1,452 0.02% 0.02% 383 0 0.0% Q2 2026 Aug 14, 2026
PCM Encore, LLC History No change 18,659 1,450 0.25% 0.25% 384 0 0.0% Q2 2026 Aug 11, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 18,600 1,443 0.01% 0.01% 385 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 16,655 1,424 0.01% 0.01% 386 +855 5.41% Q3 2026 Oct 08, 2026
VELA Investment Management, LLC History No change 18,000 1,400 0.31% 0.31% 387 0 0.0% Q2 2026 Aug 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 17,999 1,399 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History No change 17,807 1,384 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 10, 2026
Investment Research Partners LLC History No change 17,768 1,381 0.47% 0.47% 390 0 0.0% Q2 2026 Aug 04, 2026
STEPHENS INC /AR/ History No change 17,753 1,380 0.02% 0.02% 391 0 0.0% Q2 2026 Jul 29, 2026
Concurrent Investment Advisors, LLC History No change 17,633 1,371 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 27, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History No change 17,368 1,350 0.18% 0.18% 393 0 0.0% Q2 2026 Jul 22, 2026
Plato Investment Management Ltd History No change 17,447 1,348 0.08% 0.08% 394 0 0.0% Q2 2026 Aug 06, 2026
Kingsview Wealth Management, LLC History No change 17,299 1,345 0.02% 0.02% 395 0 0.0% Q2 2026 Aug 18, 2026
HANCOCK WHITNEY CORP History No change 17,256 1,341 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 14, 2026
NatWest Group plc History No change 17,251 1,341 0.24% 0.24% 397 0 0.0% Q2 2026 Aug 10, 2026
Ascent Group, LLC History No change 17,213 1,338 0.04% 0.04% 398 0 0.0% Q2 2026 Aug 03, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 17,122 1,331 0.02% 0.02% 399 0 0.0% Q2 2026 Aug 11, 2026
WCG Wealth Advisors LLC History No change 17,105 1,330 0.03% 0.03% 400 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 16,883 1,312 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 28, 2026
Strengthening Families & Communities, LLC History No change 16,759 1,303 0.29% 0.29% 402 0 0.0% Q2 2026 Aug 11, 2026
Mork Capital Management, LLC History No change 16,690 1,297 0.83% 0.83% 403 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 16,465 1,280 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 10, 2026
Global Retirement Partners, LLC History No change 16,452 1,279 0.02% 0.02% 405 0 0.0% Q2 2026 Aug 06, 2026
Checchi Capital Advisers, LLC History No change 16,027 1,246 0.06% 0.06% 406 0 0.0% Q2 2026 Aug 04, 2026
BNP PARIBAS History No change 16,000 1,240 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 13, 2026
Mayflower Financial Advisors, LLC History No change 15,862 1,233 0.11% 0.11% 408 0 0.0% Q2 2026 Jul 09, 2026
Qtron Investments LLC History No change 15,825 1,230 0.16% 0.16% 409 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 15,728 1,223 0.01% 0.01% 410 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY TRUST CO History No change 15,689 1,219 0.01% 0.01% 411 0 0.0% Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History No change 15,447 1,201 0.06% 0.06% 412 0 0.0% Q2 2026 Aug 07, 2026
AlTi Global, Inc. History No change 15,384 1,198 0.02% 0.02% 413 0 0.0% Q2 2026 Aug 05, 2026
WESTWOOD HOLDINGS GROUP INC History No change 15,395 1,197 0.01% 0.01% 414 0 0.0% Q2 2026 Aug 14, 2026
ABN AMRO INVESTMENT SOLUTIONS History No change 15,200 1,181 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 23, 2026
Roehl & Yi Investment Advisors, LLC History No change 15,177 1,180 0.39% 0.39% 416 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 15,079 1,172 0.02% 0.02% 417 0 0.0% Q2 2026 Jul 31, 2026
FIFTH THIRD BANCORP History No change 14,988 1,165 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 05, 2026
Persium Advisors, LLC History Added to 13,488 1,153 0.6% 0.65% 420 +629 4.89% Q3 2026 Oct 07, 2026
Versant Capital Management, Inc History Added to 13,427 1,153 0.1% 0.09% 419 +540 4.19% Q3 2026 Oct 01, 2026
Summit Global Investments History No change 14,817 1,152 0.06% 0.06% 421 0 0.0% Q2 2026 Aug 03, 2026
SYCOMORE ASSET MANAGEMENT History No change 12,710 1,135 0.12% 0.12% 422 0 0.0% Q2 2026 Jul 16, 2026
Marex Group Ltd History No change 14,418 1,121 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History No change 14,400 1,119 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 07, 2026
Ballentine Partners, LLC History No change 14,220 1,105 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 17, 2026
MGO ONE SEVEN LLC History No change 14,181 1,102 0.02% 0.02% 426 0 0.0% Q2 2026 Jul 31, 2026
Strategic Investment Advisors / MI History No change 14,162 1,101 0.07% 0.07% 427 0 0.0% Q2 2026 Aug 14, 2026
Saranac Partners Ltd History No change 14,009 1,089 0.32% 0.32% 428 0 0.0% Q2 2026 Aug 13, 2026
Code Waechter LLC History No change 13,890 1,080 0.56% 0.56% 429 0 0.0% Q2 2026 Jul 31, 2026
AssuredPartners Investment Advisors, LLC History No change 13,879 1,079 0.1% 0.1% 430 0 0.0% Q2 2026 Aug 10, 2026
Recurrent Investment Advisors LLC History No change 15,824 1,076 0.07% 0.07% 431 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History No change 13,779 1,071 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 21, 2026
Plan A Wealth LLC History Added to 12,514 1,070 0.38% 0.41% 433 +238 1.94% Q3 2026 Oct 08, 2026
Keudell/Morrison Wealth Management History No change 13,689 1,064 0.2% 0.2% 434 0 0.0% Q2 2026 Jul 15, 2026
MOODY NATIONAL BANK TRUST DIVISION History Added to 12,371 1,057 0.09% 0.07% 435 +1,980 19.05% Q3 2026 Oct 06, 2026
Clearstead Advisors, LLC History No change 13,491 1,049 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 06, 2026
MISSION WEALTH MANAGEMENT, LP History No change 13,474 1,047 0.01% 0.01% 437 0 0.0% Q2 2026 Jul 20, 2026
Lantz Financial LLC History No change 13,390 1,041 0.19% 0.19% 438 0 0.0% Q2 2026 Jul 09, 2026
TCW GROUP INC History No change 13,351 1,038 0.01% 0.01% 439 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 13,364 1,037 0.03% 0.03% 440 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 13,303 1,034 0.01% 0.01% 441 0 0.0% Q2 2026 Jul 20, 2026
CHESAPEAKE CAPITAL CORP /IL/ History No change 12,893 1,002 0.53% 0.53% 442 0 0.0% Q2 2026 Jul 29, 2026
17 CAPITAL PARTNERS, LLC History No change 12,721 989 0.45% 0.45% 443 0 0.0% Q2 2026 Aug 06, 2026
Frank, Rimerman Advisors LLC History No change 12,594 979 0.06% 0.06% 444 0 0.0% Q2 2026 Jul 27, 2026
Independent Advisor Alliance History No change 12,545 975 0.02% 0.02% 445 0 0.0% Q2 2026 Aug 12, 2026
Capital Research Global Investors History No change 12,496 970 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 12, 2026
Phillips Wealth Planners LLC History No change 12,402 966 0.71% 0.71% 447 0 0.0% Q2 2026 Aug 07, 2026
Altshuler Shaham Ltd History No change 12,323 959 0.01% 0.01% 448 0 0.0% Q2 2026 Aug 12, 2026
Linden Thomas Advisory Services, LLC History No change 12,291 955 0.08% 0.08% 449 0 0.0% Q2 2026 Jul 16, 2026
HEADINVEST, LLC History No change 12,000 933 0.17% 0.17% 450 0 0.0% Q2 2026 Aug 14, 2026
CAPITAL FINANCIAL GROUP INC\CO\ /ADV History No change 11,904 925 0.48% 0.48% 451 0 0.0% Q2 2026 Aug 06, 2026
Valeo Financial Advisors, LLC History Added to 10,706 915 0.02% 0.02% 452 +588 5.81% Q3 2026 Oct 08, 2026
Compound Planning, Inc. History No change 11,708 910 0.02% 0.02% 453 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 11,589 909 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 12, 2026
Lido Advisors, LLC History No change 11,597 904 0.0% 0.0% 455 0 0.0% Q2 2026 Aug 07, 2026
PROFUND ADVISORS LLC History No change 11,602 902 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 11, 2026
PRINCIPAL SECURITIES, INC. History No change 11,568 899 0.01% 0.01% 457 0 0.0% Q2 2026 Aug 04, 2026
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC History No change 11,531 896 0.22% 0.22% 458 0 0.0% Q2 2026 Jul 28, 2026
VERUS CAPITAL PARTNERS, LLC History No change 11,494 893 0.05% 0.05% 459 0 0.0% Q2 2026 Aug 06, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 11,338 881 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 03, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 11,242 874 0.01% 0.01% 461 0 0.0% Q2 2026 Aug 06, 2026
Dorsey & Whitney Trust CO LLC History No change 11,224 872 0.04% 0.04% 462 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 11,136 865 0.02% 0.02% 463 0 0.0% Q2 2026 Jul 31, 2026
CERTUITY, LLC History No change 11,110 863 0.04% 0.04% 464 0 0.0% Q2 2026 Jul 28, 2026
GeoWealth Management, LLC History No change 10,998 855 0.03% 0.03% 465 0 0.0% Q2 2026 Jul 30, 2026
Cherokee Insurance Co History No change 10,960 852 0.33% 0.33% 466 0 0.0% Q2 2026 Aug 03, 2026
World Investment Advisors History No change 9,675 849 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 10,772 837 0.02% 0.02% 468 0 0.0% Q2 2026 Jul 29, 2026
Hartford Funds Management Co LLC History No change 10,638 826 0.07% 0.07% 469 0 0.0% Q2 2026 Aug 06, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Reduced 9,640 824 0.01% 0.02% 470 -1,103 -10.27% Q3 2026 Oct 13, 2026
Park Place Capital Corp History No change 10,487 815 0.13% 0.13% 471 0 0.0% Q2 2026 Aug 13, 2026
Independent Solutions Wealth Management, LLC History No change 10,468 813 0.11% 0.11% 472 0 0.0% Q2 2026 Jul 29, 2026
Hilltop Holdings Inc. History No change 10,392 807 0.06% 0.06% 473 0 0.0% Q2 2026 Aug 13, 2026
GC Wealth Management RIA, LLC History No change 10,356 805 0.05% 0.05% 474 0 0.0% Q2 2026 Jul 16, 2026
Joel Isaacson & Co., LLC History No change 10,347 804 0.02% 0.02% 475 0 0.0% Q2 2026 Aug 04, 2026
Procyon Advisors, LLC History No change 10,275 798 0.03% 0.03% 476 0 0.0% Q2 2026 Jul 09, 2026
Crumly & Associates Inc. History Added to 9,206 787 0.14% 0.13% 478 +148 1.63% Q3 2026 Oct 07, 2026
Modera Wealth Management, LLC History No change 10,121 787 0.01% 0.01% 477 0 0.0% Q2 2026 Aug 03, 2026
TRED AVON FAMILY WEALTH, LLC History No change 10,112 786 0.24% 0.24% 479 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 10,070 783 0.0% 0.0% 480 0 0.0% Q2 2026 Aug 11, 2026
PICTET BANK & TRUST Ltd History No change 10,048 781 0.84% 0.84% 481 0 0.0% Q2 2026 Jul 24, 2026
BayBridge Capital Group, LLC History Reduced 9,129 780 0.41% 0.57% 482 -5,022 -35.49% Q3 2026 Oct 13, 2026
Aull & Monroe Investment Management Corp History No change 10,013 778 0.33% 0.33% 483 0 0.0% Q2 2026 Jul 20, 2026
Climber Capital SA History No change 10,475 772 0.47% 0.47% 484 0 0.0% Q2 2026 Jul 22, 2026
Parallel Advisors, LLC History No change 9,518 740 0.01% 0.01% 485 0 0.0% Q2 2026 Aug 05, 2026
GAMMA Investing LLC History Reduced 8,628 737 0.02% 0.03% 486 -190 -2.15% Q3 2026 Oct 08, 2026
Rehmann Capital Advisory Group History No change 9,495 736 0.03% 0.03% 487 0 0.0% Q2 2026 Aug 20, 2026
Privium Fund Management B.V. History No change 10,723 729 0.13% 0.13% 488 0 0.0% Q2 2026 Aug 07, 2026
BROWN ADVISORY INC History No change 9,359 727 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 9,262 720 0.0% 0.0% 490 0 0.0% Q2 2026 Aug 17, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 9,212 716 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 14, 2026
Lester Murray Antman dba SimplyRich History No change 9,161 712 0.17% 0.17% 492 0 0.0% Q2 2026 Jul 31, 2026
MAI Capital Management History No change 8,994 699 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 14, 2026
KINTRA WEALTH, LLC History No change 8,008 697 0.04% 0.04% 494 0 0.0% Q2 2026 Aug 14, 2026
Triad Wealth Partners, LLC History No change 7,992 696 0.04% 0.04% 495 0 0.0% Q2 2026 Aug 10, 2026
Legacy Capital Group California, Inc. History No change 8,862 689 0.21% 0.21% 496 0 0.0% Q2 2026 Jul 29, 2026
OSLO PENSJONSFORSIKRING AS History No change 8,717 677 0.08% 0.08% 497 0 0.0% Q2 2026 Jul 31, 2026
Plan Group Financial, LLC History No change 8,625 670 0.14% 0.14% 498 0 0.0% Q2 2026 Aug 03, 2026
Advyzon Investment Management, LLC History No change 8,595 668 0.05% 0.05% 499 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 8,572 666 0.01% 0.01% 500 0 0.0% Q2 2026 Jul 21, 2026
Sageworth Trust Co History No change 8,527 663 0.03% 0.03% 501 0 0.0% Q2 2026 Jul 28, 2026
PDS Planning, Inc History No change 8,519 662 0.04% 0.04% 502 0 0.0% Q2 2026 Aug 05, 2026
Abel Hall, LLC History No change 8,522 662 0.11% 0.11% 503 0 0.0% Q2 2026 Jul 24, 2026
Axxion S.A. History No change 8,424 655 0.05% 0.05% 504 0 0.0% Q2 2026 Aug 14, 2026
Intrua Financial, LLC History No change 8,364 650 0.06% 0.06% 505 0 0.0% Q2 2026 Jul 24, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 7,555 645 0.01% 0.01% 506 +418 5.86% Q3 2026 Oct 05, 2026
J2 Capital Management Inc History No change 8,302 645 0.43% 0.43% 507 0 0.0% Q2 2026 Jul 20, 2026
Portside Wealth Group, LLC History No change 8,243 640 0.07% 0.07% 508 0 0.0% Q2 2026 Jul 14, 2026
SYON CAPITAL LLC History No change 8,237 640 0.03% 0.03% 509 0 0.0% Q2 2026 Aug 14, 2026
LOUISBOURG INVESTMENTS INC. History No change 8,240 640 0.12% 0.12% 510 0 0.0% Q2 2026 Jul 22, 2026
Centiva Capital, LP History No change 8,169 635 0.01% 0.01% 511 0 0.0% Q2 2026 Aug 13, 2026
Decker Wealth Management LLC History Added to 7,371 630 0.13% 0.11% 512 +641 9.52% Q3 2026 Oct 09, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 8,124 629 0.18% 0.18% 513 0 0.0% Q2 2026 Aug 07, 2026
EPG Wealth Management LLC History No change 8,024 623 0.15% 0.15% 514 0 0.0% Q2 2026 Jul 28, 2026
Legacy Financial Advisors, Inc. History No change 8,003 622 0.08% 0.08% 515 0 0.0% Q2 2026 Aug 05, 2026
Miller Global Investments, LLC History Reduced 7,260 620 0.5% 0.47% 516 -58 -0.79% Q3 2026 Oct 02, 2026
Monument Capital Management History Added to 7,224 617 0.13% 0.11% 517 +87 1.22% Q3 2026 Oct 08, 2026
Connecticut Wealth Management, LLC History New 7,175 613 0.02% — 518 +7,175 New Q3 2026 Oct 13, 2026
Trust Point Inc. History No change 7,823 608 0.05% 0.05% 519 0 0.0% Q2 2026 Jul 08, 2026
J.W. COLE ADVISORS, INC. History No change 7,811 607 0.01% 0.01% 520 0 0.0% Q2 2026 Jul 21, 2026
Global Assets Advisory, LLC History No change 7,991 599 0.13% 0.13% 521 0 0.0% Q2 2026 Jul 27, 2026
Transamerica Financial Advisors, LLC History No change 7,620 596 0.05% 0.05% 522 0 0.0% Q2 2026 Aug 14, 2026
SENTINEL TRUST CO LBA History No change 7,645 594 0.05% 0.05% 523 0 0.0% Q2 2026 Jul 13, 2026
Ameritas Advisory Services, LLC History No change 7,498 583 0.01% 0.01% 524 0 0.0% Q2 2026 Aug 14, 2026
Aries Wealth Management History No change 7,439 578 0.11% 0.11% 525 0 0.0% Q2 2026 Jul 24, 2026
FSM Wealth Advisors, LLC History No change 7,302 567 0.06% 0.06% 526 0 0.0% Q2 2026 Jul 15, 2026
Prime Capital Investment Advisors, LLC History No change 7,288 566 0.01% 0.01% 527 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 7,164 557 0.01% 0.01% 528 0 0.0% Q2 2026 Aug 07, 2026
Henry James International Management Inc. History No change 7,143 555 0.17% 0.17% 529 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 7,104 552 0.02% 0.02% 530 0 0.0% Q2 2026 Aug 06, 2026
ANCHYRA PARTNERS LLC History Added to 6,403 547 0.11% 0.12% 532 +89 1.41% Q3 2026 Oct 13, 2026
Sigma Planning Corp History No change 7,032 547 0.01% 0.01% 531 0 0.0% Q2 2026 Aug 07, 2026
FIRST INTERSTATE BANK History No change 7,000 544 0.03% 0.03% 533 0 0.0% Q2 2026 Jul 24, 2026
Cohen Investment Advisors LLC History No change 6,974 542 0.24% 0.24% 534 0 0.0% Q2 2026 Jul 27, 2026
BOS Asset Management, LLC History Reduced 6,279 536 0.13% 0.12% 536 -209 -3.22% Q3 2026 Oct 09, 2026
Calydon Capital History No change 6,897 536 0.08% 0.08% 535 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 6,869 534 0.01% 0.01% 537 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Wealth Partners, LLC History No change 6,866 533 0.1% 0.1% 538 0 0.0% Q2 2026 Aug 12, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 6,832 531 0.02% 0.02% 539 0 0.0% Q2 2026 Jul 27, 2026
NEW WAVE WEALTH ADVISORS LLC History No change 6,701 527 0.14% 0.14% 540 0 0.0% Q2 2026 Jul 23, 2026
ADVISORTRUST PARTNERS, LLC History No change 6,782 527 0.18% 0.18% 541 0 0.0% Q2 2026 Aug 10, 2026
EverSource Wealth Advisors, LLC History No change 6,767 526 0.02% 0.02% 542 0 0.0% Q2 2026 Jul 24, 2026
SmartHarvest Portfolios, LLC History No change 6,773 526 0.17% 0.17% 543 0 0.0% Q2 2026 Aug 04, 2026
BESSEMER GROUP INC History No change 6,762 525 0.0% 0.0% 544 0 0.0% Q2 2026 Aug 12, 2026
Frec Markets, Inc. History No change 6,691 520 0.05% 0.05% 545 0 0.0% Q2 2026 Aug 13, 2026
Larry Mathis Financial Planning, LLC History No change 6,679 519 0.4% 0.4% 546 0 0.0% Q2 2026 Jul 24, 2026
Mutual Advisors, LLC History No change 6,655 517 0.01% 0.01% 547 0 0.0% Q2 2026 Aug 14, 2026
Elequin Capital, LP History No change 6,611 514 0.02% 0.02% 548 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History No change 6,447 512 0.02% 0.02% 549 0 0.0% Q2 2026 Aug 12, 2026
Hardy Reed LLC History No change 6,566 510 0.03% 0.03% 550 0 0.0% Q2 2026 Aug 03, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 6,536 508 0.01% 0.01% 551 0 0.0% Q2 2026 Jul 16, 2026
Douglass Winthrop Advisors, LLC History No change 6,522 507 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History No change 6,506 505 0.01% 0.01% 553 0 0.0% Q2 2026 Jul 15, 2026
Sunpointe, LLC History No change 6,462 502 0.14% 0.14% 554 0 0.0% Q2 2026 Jul 24, 2026
Sovran Advisors, LLC History No change 5,969 502 0.04% 0.04% 555 0 0.0% Q2 2026 Jul 29, 2026
Baker Ellis Asset Management LLC History No change 6,453 501 0.05% 0.05% 556 0 0.0% Q2 2026 Jul 23, 2026
B. Riley Wealth Advisors, Inc. History Reduced 5,828 498 0.02% 0.03% 557 -286 -4.68% Q3 2026 Oct 13, 2026
Magnus Financial Group LLC History No change 6,406 498 0.04% 0.04% 558 0 0.0% Q2 2026 Jul 09, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 6,399 497 0.03% 0.03% 559 0 0.0% Q2 2026 Jul 31, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 6,360 494 0.01% 0.01% 560 0 0.0% Q2 2026 Aug 13, 2026
SAGE RHINO CAPITAL LLC History No change 6,353 494 0.08% 0.08% 561 0 0.0% Q2 2026 Aug 03, 2026
WoodTrust Financial Corp History Reduced 5,750 492 0.06% 0.06% 562 -303 -5.01% Q3 2026 Oct 09, 2026
GENESIS PRIVATE WEALTH, LLC History No change 6,333 492 0.14% 0.14% 563 0 0.0% Q2 2026 Jul 13, 2026
Alvarez & Marsal Private Wealth Partners, LLC History No change 6,321 491 0.06% 0.06% 564 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 6,304 490 0.01% 0.01% 565 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 6,294 489 0.03% 0.03% 566 0 0.0% Q2 2026 Aug 11, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 6,209 488 0.25% 0.25% 567 0 0.0% Q2 2026 Jul 22, 2026
Clear Creek Financial Management, LLC History No change 6,275 487 0.03% 0.03% 568 0 0.0% Q2 2026 Jul 27, 2026
Asset One Wealth Management LLC History No change 6,068 487 0.05% 0.05% 569 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 6,139 477 0.02% 0.02% 570 0 0.0% Q2 2026 Jul 23, 2026
OpenArc Corporate Advisory, LLC History No change 6,138 477 0.01% 0.01% 571 0 0.0% Q2 2026 Aug 05, 2026
Allworth Financial LP History No change 6,134 476 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 11, 2026
ONE WEALTH CAPITAL MANAGEMENT, LLC History No change 6,122 476 0.13% 0.13% 573 0 0.0% Q2 2026 Jul 24, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 6,047 470 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 6,016 467 0.02% 0.02% 575 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 5,970 464 0.03% 0.03% 576 0 0.0% Q2 2026 Jul 21, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 5,963 463 0.07% 0.07% 577 0 0.0% Q2 2026 Jul 21, 2026
Community Bank & Trust, Waco, Texas History No change 5,926 460 0.08% 0.08% 578 0 0.0% Q2 2026 Aug 04, 2026
JGP Wealth Management, LLC History Added to 5,340 456 0.04% 0.03% 579 +517 10.72% Q3 2026 Oct 09, 2026
Financial & Tax Architects, LLC History No change 5,873 456 0.1% 0.1% 580 0 0.0% Q2 2026 Jul 23, 2026
LEUTHOLD GROUP, LLC History No change 5,832 453 0.05% 0.05% 581 0 0.0% Q2 2026 Aug 04, 2026
HBK Sorce Advisory LLC History No change 5,344 452 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 06, 2026
71 West Capital Partners History No change 5,807 451 0.02% 0.02% 583 0 0.0% Q2 2026 Aug 04, 2026
Indivisible Partners History No change 5,796 450 0.03% 0.03% 584 0 0.0% Q2 2026 Aug 04, 2026
Bank & Trust Co History No change 5,119 439 0.28% 0.25% 585 0 0.0% Q3 2026 Oct 07, 2026
1620 INVESTMENT ADVISORS, INC. History No change 5,622 437 0.27% 0.27% 586 0 0.0% Q2 2026 Jul 14, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 5,569 432 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 13, 2026
Wedmont Private Capital History Added to 4,974 427 0.01% 0.01% 588 +8 0.16% Q3 2026 Oct 09, 2026
180 WEALTH ADVISORS, LLC History No change 5,337 415 0.04% 0.04% 589 0 0.0% Q2 2026 Jul 07, 2026
Composition Wealth, LLC History No change 5,330 414 0.0% 0.0% 590 0 0.0% Q2 2026 Jul 22, 2026
Gallacher Capital Management LLC History No change 5,313 413 0.23% 0.23% 591 0 0.0% Q2 2026 Jul 16, 2026
AlphaCore Capital LLC History No change 5,299 412 0.01% 0.01% 592 0 0.0% Q2 2026 Aug 06, 2026
XXI WEALTH, LLC History No change 5,286 411 0.19% 0.19% 593 0 0.0% Q2 2026 Aug 14, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 5,279 410 0.07% 0.07% 594 0 0.0% Q2 2026 Jul 21, 2026
SCOTIA CAPITAL INC. History No change 5,216 405 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 11, 2026
CAHILL FINANCIAL ADVISORS INC History No change 5,176 402 0.04% 0.04% 596 0 0.0% Q2 2026 Aug 11, 2026
Walkner Condon Financial Advisors LLC History No change 5,150 400 0.05% 0.05% 597 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 5,143 399 0.03% 0.03% 598 0 0.0% Q2 2026 Jul 28, 2026
Kathmere Capital Management, LLC History No change 5,137 399 0.02% 0.02% 599 0 0.0% Q2 2026 Jul 29, 2026
ASPIRIANT, LLC History No change 5,130 398 0.01% 0.01% 600 0 0.0% Q2 2026 Jul 20, 2026
Drucker Wealth 3.0, LLC History No change 5,106 397 0.06% 0.06% 601 0 0.0% Q2 2026 Jul 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 5,092 395 0.03% 0.03% 602 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 5,025 390 0.02% 0.02% 603 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 5,027 390 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 28, 2026
Aaron Wealth Advisors LLC History Reduced 4,559 389 0.02% 0.02% 606 -978 -17.66% Q3 2026 Oct 13, 2026
ABNER HERRMAN & BROCK LLC History No change 5,000 389 0.04% 0.04% 605 0 0.0% Q2 2026 Jul 08, 2026
HUB Investment Partners, LLC History No change 5,004 389 0.01% 0.01% 607 0 0.0% Q2 2026 Jul 31, 2026
Firsthand Capital Management, Inc. History No change 5,000 388 0.62% 0.62% 608 0 0.0% Q2 2026 Aug 13, 2026
BEARING POINT CAPITAL, LLC History No change 5,000 388 0.05% 0.05% 609 0 0.0% Q2 2026 Aug 11, 2026
WEDBUSH SECURITIES INC History No change 4,970 386 0.01% 0.01% 610 0 0.0% Q2 2026 Jul 28, 2026
SOMERVILLE KURT F History No change 4,900 381 0.09% 0.09% 611 0 0.0% Q2 2026 Aug 10, 2026
Koshinski Asset Management, Inc. History No change 4,891 380 0.02% 0.02% 612 0 0.0% Q2 2026 Jul 27, 2026
DECISION INVESTMENTS, INC History No change 4,452 380 0.34% 0.31% 613 0 0.0% Q3 2026 Oct 07, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 4,850 377 0.01% 0.01% 614 0 0.0% Q2 2026 Jul 31, 2026
Connecticut Capital Management Group, LLC History No change 4,831 375 0.3% 0.3% 615 0 0.0% Q2 2026 Jul 17, 2026
one8zero8, LLC History No change 4,800 373 0.07% 0.07% 616 0 0.0% Q2 2026 Aug 10, 2026
Innova Wealth Partners History No change 4,787 372 0.15% 0.15% 617 0 0.0% Q2 2026 Jul 15, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 4,700 365 0.02% 0.02% 618 0 0.0% Q2 2026 Aug 13, 2026
First Nebraska Trust Co History No change 4,706 365 0.03% 0.03% 619 0 0.0% Q2 2026 Aug 12, 2026
MILLER HOWARD INVESTMENTS INC /NY History No change 4,624 359 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 31, 2026
ALTA CAPITAL MANAGEMENT LLC/ History No change 4,605 358 0.03% 0.03% 621 0 0.0% Q2 2026 Jul 28, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 4,569 355 0.23% 0.23% 622 0 0.0% Q2 2026 Aug 04, 2026
Net Worth Advisory Group History No change 4,564 354 0.09% 0.09% 623 0 0.0% Q2 2026 Jul 13, 2026
Modern Wealth Management, LLC History No change 4,558 354 0.0% 0.0% 624 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 4,506 350 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 14, 2026
Family Manage LLC History No change 4,427 344 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 14, 2026
Rosenberg Matthew Hamilton History No change 4,010 342 0.06% 0.06% 627 0 0.0% Q3 2026 Oct 05, 2026
Symphony Financial Services, Inc. History No change 4,393 341 0.15% 0.15% 628 0 0.0% Q2 2026 Jul 22, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 4,380 340 0.12% 0.12% 629 0 0.0% Q2 2026 Jul 10, 2026
Fortitude Advisory Group L.L.C. History No change 4,354 338 0.13% 0.13% 630 0 0.0% Q2 2026 Jul 22, 2026
Cetera Trust Company, N.A History No change 4,340 337 0.17% 0.17% 631 0 0.0% Q2 2026 Aug 13, 2026
Third View Private Wealth, LLC History No change 4,339 337 0.04% 0.04% 632 0 0.0% Q2 2026 Jul 27, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 4,317 335 0.0% 0.0% 633 0 0.0% Q2 2026 Jul 14, 2026
PFG Investments, LLC History No change 4,285 333 0.01% 0.01% 634 0 0.0% Q2 2026 Jul 23, 2026
MONETARY MANAGEMENT GROUP INC History No change 4,250 330 0.07% 0.07% 635 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History Reduced 3,839 328 0.01% 0.01% 636 -602 -13.56% Q3 2026 Oct 13, 2026
Wolff Financial Management LLC History No change 4,224 328 0.07% 0.07% 637 0 0.0% Q2 2026 Jul 16, 2026
Prosperity Consulting Group, LLC History No change 4,230 328 0.01% 0.01% 638 0 0.0% Q2 2026 Aug 13, 2026
May Hill Capital, LLC History No change 4,222 328 0.07% 0.07% 639 0 0.0% Q2 2026 Aug 07, 2026
Jacobi Capital Management LLC History No change 4,186 325 0.02% 0.02% 640 0 0.0% Q2 2026 Jul 31, 2026
Capital Investment Management, Inc. History No change 4,129 321 0.1% 0.1% 641 0 0.0% Q2 2026 Jul 15, 2026
AA Financial Advisors, LLC History No change 4,112 319 0.04% 0.04% 642 0 0.0% Q2 2026 Jul 17, 2026
Symphony Financial, Ltd. Co. History No change 4,096 318 0.03% 0.03% 643 0 0.0% Q2 2026 Aug 03, 2026
Collaborative Fund Advisors, LLC History No change 4,095 318 0.19% 0.19% 644 0 0.0% Q2 2026 Jul 30, 2026
Grove Bank & Trust History Reduced 3,716 317 0.03% 0.04% 645 -1,841 -33.13% Q3 2026 Oct 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 3,711 317 0.04% 0.02% 646 +944 34.12% Q3 2026 Oct 13, 2026
Vantus Wealth LLC History No change 4,080 317 0.17% 0.17% 647 0 0.0% Q2 2026 Aug 07, 2026
Cromwell Holdings LLC History No change 4,011 315 0.14% 0.14% 648 0 0.0% Q2 2026 Jul 13, 2026
Cooper Financial Group History Added to 3,683 314 0.03% 0.02% 649 +306 9.06% Q3 2026 Oct 07, 2026
Fifth Third Wealth Advisors LLC History No change 4,023 312 0.01% 0.01% 650 0 0.0% Q2 2026 Jul 17, 2026
FCA CORP /TX History No change 4,000 311 0.08% 0.08% 651 0 0.0% Q2 2026 Aug 11, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 3,946 310 0.04% 0.04% 652 0 0.0% Q2 2026 Aug 07, 2026
OneAscent Financial Services LLC History No change 3,987 310 0.01% 0.01% 653 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 3,981 309 0.01% 0.01% 654 0 0.0% Q2 2026 Jul 17, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 3,936 306 0.13% 0.13% 655 0 0.0% Q2 2026 Jul 15, 2026
Atlas Legacy Advisors, LLC History No change 4,039 304 0.04% 0.04% 656 0 0.0% Q2 2026 Jul 31, 2026
Basecamp Wealth Advisors LLC History No change 3,922 304 0.06% 0.06% 657 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 3,903 303 0.0% 0.0% 658 0 0.0% Q2 2026 Aug 14, 2026
OARSMAN CAPITAL, INC. History No change 3,908 303 0.03% 0.03% 659 0 0.0% Q2 2026 Aug 07, 2026
ENTRUST FINANCIAL LLC History No change 3,874 301 0.2% 0.2% 660 0 0.0% Q2 2026 Jul 20, 2026
UHLMANN PRICE SECURITIES, LLC History No change 3,863 300 0.01% 0.01% 661 0 0.0% Q2 2026 Jul 24, 2026
OPPENHEIMER & CO INC History No change 3,839 298 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 03, 2026
Argentarii, LLC History No change 3,377 297 0.09% 0.09% 663 0 0.0% Q2 2026 Aug 12, 2026
Naviter Wealth, LLC History No change 3,691 290 0.03% 0.03% 664 0 0.0% Q2 2026 Aug 07, 2026
UMB Bank, n.a. History No change 3,705 288 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 13, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 3,709 288 0.01% 0.01% 666 0 0.0% Q2 2026 Jul 20, 2026
CVA Family Office, LLC History No change 3,716 288 0.03% 0.03% 667 0 0.0% Q2 2026 Aug 07, 2026
MFA WEALTH ADVISORS, LLC History Reduced 3,357 287 0.05% 0.05% 668 -161 -4.58% Q3 2026 Oct 07, 2026
Purkiss Capital Advisors LLC History No change 3,674 285 0.11% 0.11% 669 0 0.0% Q2 2026 Jul 30, 2026
Sippican Capital Advisors History No change 3,648 283 0.17% 0.17% 670 0 0.0% Q2 2026 Jul 22, 2026
Sageworth Trust Co of South Dakota History No change 3,646 283 0.17% 0.17% 671 0 0.0% Q2 2026 Jul 28, 2026
Bryn Mawr Trust Advisors, LLC History No change 3,636 282 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 03, 2026
Avestar Capital, LLC History No change 3,633 282 0.02% 0.02% 673 0 0.0% Q2 2026 Jul 29, 2026
Linscomb Wealth, Inc. History No change 3,618 281 0.01% 0.01% 674 0 0.0% Q2 2026 Jul 31, 2026
RiverFront Investment Group, LLC History No change 3,623 281 0.0% 0.0% 675 0 0.0% Q2 2026 Jul 29, 2026
HFG Advisors, Inc. History No change 3,570 277 0.17% 0.17% 676 0 0.0% Q2 2026 Aug 07, 2026
Bruce G. Allen Investments, LLC History No change 3,548 275 0.18% 0.18% 677 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 3,487 271 0.01% 0.01% 678 0 0.0% Q2 2026 Aug 07, 2026
Tower Wealth Partners, Inc. History No change 3,497 271 0.13% 0.13% 679 0 0.0% Q2 2026 Aug 12, 2026
Savvy Advisors, Inc. History No change 3,487 271 0.01% 0.01% 680 0 0.0% Q2 2026 Aug 03, 2026
Kovack Advisors, Inc. History No change 3,594 270 0.01% 0.01% 681 0 0.0% Q2 2026 Jul 28, 2026
DELTA FINANCIAL ADVISORS LLC History No change 3,430 266 0.06% 0.06% 682 0 0.0% Q2 2026 Aug 05, 2026
Faithward Advisors, LLC History No change 3,418 265 0.03% 0.03% 683 0 0.0% Q2 2026 Aug 12, 2026
Livet Wealth, LLC History No change 3,409 265 0.15% 0.15% 684 0 0.0% Q2 2026 Jul 28, 2026
Aprio Wealth Management, LLC History No change 3,398 264 0.01% 0.01% 685 0 0.0% Q2 2026 Jul 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 3,067 263 0.0% 0.0% 686 +207 7.24% Q3 2026 Oct 13, 2026
COMMERCE BANK History No change 3,375 262 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 12, 2026
FDx Advisors, Inc. History No change 3,373 262 0.08% 0.08% 688 0 0.0% Q2 2026 Aug 04, 2026
Piedmont Capital Management, LLC/NC History No change 3,381 262 0.16% 0.16% 689 0 0.0% Q2 2026 Aug 13, 2026
Diversified Trust Co History No change 3,353 260 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 17, 2026
Texas Capital Bank Wealth Management Services Inc History No change 3,354 260 0.01% 0.01% 691 0 0.0% Q2 2026 Aug 07, 2026
Fulcrum Equity Management History No change 3,343 259 0.19% 0.19% 692 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 3,322 258 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 06, 2026
CreativeOne Wealth, LLC History No change 3,302 256 0.01% 0.01% 694 0 0.0% Q2 2026 Aug 13, 2026
Lantern Wealth Advisors, LLC History No change 3,300 256 0.12% 0.12% 695 0 0.0% Q2 2026 Jul 28, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 3,283 255 0.01% 0.01% 696 0 0.0% Q2 2026 Aug 05, 2026
KCM INVESTMENT ADVISORS LLC History No change 3,289 255 0.01% 0.01% 697 0 0.0% Q2 2026 Aug 13, 2026
VISIONARY HORIZONS, LLC History No change 3,284 255 0.11% 0.11% 698 0 0.0% Q2 2026 Jul 16, 2026
New Republic Capital, LLC History No change 3,232 254 0.06% 0.06% 699 0 0.0% Q2 2026 Jul 31, 2026
INVESTED ADVISORS History No change 3,260 253 0.22% 0.22% 700 0 0.0% Q2 2026 Aug 04, 2026
Pure Financial Advisors, LLC History No change 3,235 251 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 14, 2026
Western Wealth Management, LLC History No change 3,206 249 0.01% 0.01% 702 0 0.0% Q2 2026 Aug 14, 2026
3Chopt Investment Partners, LLC History No change 3,203 249 0.05% 0.05% 703 0 0.0% Q2 2026 Jul 29, 2026
Roxbury Financial LLC History No change 2,916 249 0.19% 0.18% 704 0 0.0% Q3 2026 Oct 01, 2026
SG Americas Securities, LLC History No change 3,154 245 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 07, 2026
Planned Solutions, Inc. History No change 3,162 245 0.07% 0.07% 706 0 0.0% Q2 2026 Jul 13, 2026
Bollard Group LLC History No change 3,139 244 0.01% 0.01% 707 0 0.0% Q2 2026 Aug 12, 2026
Strategic Advisors LLC History No change 2,858 244 0.05% 0.05% 708 0 0.0% Q3 2026 Oct 13, 2026
Phoenix Financial Ltd. History No change 3,159 244 0.0% 0.0% 709 0 0.0% Q2 2026 Aug 11, 2026
Fortune Financial Advisors, LLC History No change 3,145 244 0.1% 0.1% 710 0 0.0% Q2 2026 Jul 22, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 3,115 242 0.01% 0.01% 711 0 0.0% Q2 2026 Aug 07, 2026
Avantax Planning Partners, Inc. History No change 3,081 239 0.01% 0.01% 712 0 0.0% Q2 2026 Jul 28, 2026
EAGLE GLOBAL ADVISORS LLC History No change 3,050 237 0.01% 0.01% 713 0 0.0% Q2 2026 Jul 30, 2026
Essex Financial Services, Inc. History No change 3,047 236 0.01% 0.01% 714 0 0.0% Q2 2026 Aug 10, 2026
Five Oceans Advisors History No change 3,043 236 0.08% 0.08% 715 0 0.0% Q2 2026 Jul 15, 2026
BRIGHTON JONES LLC History No change 3,020 234 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 11, 2026
Bond & Devick Financial Network, Inc. History No change 3,021 234 0.06% 0.06% 717 0 0.0% Q2 2026 Jul 16, 2026
Pekin Hardy Strauss, Inc. History No change 3,006 233 0.02% 0.02% 718 0 0.0% Q2 2026 Jul 30, 2026
Herold Advisors, Inc. History No change 2,947 233 0.05% 0.05% 719 0 0.0% Q2 2026 Jul 22, 2026
Gilliland Jeter Wealth Management LLC History No change 3,000 233 0.06% 0.06% 720 0 0.0% Q2 2026 Jul 29, 2026
Baldwin Investment Management, LLC History No change 2,990 232 0.02% 0.02% 721 0 0.0% Q2 2026 Jul 28, 2026
Pinnacle Wealth Planning Services, Inc. History No change 2,994 232 0.02% 0.02% 722 0 0.0% Q2 2026 Aug 07, 2026
State of Wyoming History No change 2,996 232 0.02% 0.02% 723 0 0.0% Q2 2026 Aug 06, 2026
Eagle Bay Advisors LLC History No change 2,992 232 0.17% 0.17% 724 0 0.0% Q2 2026 Aug 03, 2026
Choate Investment Advisors History No change 2,981 231 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 11, 2026
Fragasso Financial Advisors Inc History New 2,653 228 0.01% — 726 +2,653 New Q3 2026 Oct 13, 2026
Perennial Investment Advisors, LLC History No change 2,914 226 0.02% 0.02% 727 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENTS, INC. History No change 2,904 225 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 12, 2026
OneDigital Investment Advisors LLC History No change 2,896 225 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 06, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 2,836 223 0.01% 0.01% 730 0 0.0% Q2 2026 Jul 28, 2026
SWEENEY & MICHEL, LLC History No change 2,604 223 0.06% 0.06% 731 0 0.0% Q2 2026 Aug 10, 2026
BINGHAM PRIVATE WEALTH, LLC History No change 2,871 223 0.15% 0.15% 732 0 0.0% Q2 2026 Aug 11, 2026
Focus Financial Network, Inc. History No change 2,831 220 0.01% 0.01% 733 0 0.0% Q2 2026 Jul 09, 2026
Avail Investment Partners, LLC History No change 2,840 220 0.17% 0.17% 734 0 0.0% Q2 2026 Jul 31, 2026
WRAPMANAGER INC History No change 2,804 218 0.07% 0.07% 735 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 2,816 218 0.01% 0.01% 736 0 0.0% Q2 2026 Jul 17, 2026
Renasant Bank History No change 2,816 218 0.14% 0.14% 737 0 0.0% Q2 2026 Aug 11, 2026
Root Financial Partners, LLC History No change 2,806 218 0.01% 0.01% 738 0 0.0% Q2 2026 Jul 29, 2026
J.M. Arbour, LLC History No change 2,814 218 0.19% 0.19% 739 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 2,798 217 0.01% 0.01% 740 0 0.0% Q2 2026 Jul 17, 2026
BIP Wealth, LLC History No change 2,785 216 0.01% 0.01% 741 0 0.0% Q2 2026 Aug 03, 2026
King Wealth Management Group History No change 2,770 215 0.02% 0.02% 742 0 0.0% Q2 2026 Aug 05, 2026
Capital Asset Advisory Services LLC History No change 2,756 214 0.01% 0.01% 743 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 2,761 214 0.01% 0.01% 744 0 0.0% Q2 2026 Aug 04, 2026
Southland Equity Partners LLC History No change 2,761 214 0.04% 0.04% 745 0 0.0% Q2 2026 Jul 13, 2026
Inscription Capital, LLC History No change 2,729 212 0.02% 0.02% 746 0 0.0% Q2 2026 Aug 13, 2026
Souders Financial Advisors History No change 2,739 212 0.02% 0.02% 747 0 0.0% Q2 2026 Aug 05, 2026
SEVEN MILE ADVISORY History No change 2,683 211 0.14% 0.14% 748 0 0.0% Q2 2026 Aug 13, 2026
Venture Visionary Partners LLC History Reduced 2,464 210 0.01% 0.01% 750 -118 -4.57% Q3 2026 Oct 07, 2026
Wealthspire Advisors, LLC History No change 2,712 210 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 11, 2026
Echo45 Advisors LLC History New 2,454 209 0.1% — 752 +2,454 New Q3 2026 Oct 07, 2026
Thompson David Blair History No change 2,700 209 0.1% 0.1% 751 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 2,686 208 0.0% 0.0% 753 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Wealth Management, LLC History No change 2,684 208 0.01% 0.01% 754 0 0.0% Q2 2026 Jul 22, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 2,783 208 0.01% 0.01% 755 0 0.0% Q2 2026 Jul 22, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,669 207 0.0% 0.0% 756 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 2,666 207 0.01% 0.01% 757 0 0.0% Q2 2026 Jul 23, 2026
Belpointe Asset Management LLC History No change 2,673 207 0.01% 0.01% 758 0 0.0% Q2 2026 Jul 31, 2026
Beverly Hills Private Wealth, LLC History No change 2,663 207 0.04% 0.04% 759 0 0.0% Q2 2026 Aug 06, 2026
Resonant Capital Advisors, LLC History No change 2,660 206 0.01% 0.01% 760 0 0.0% Q2 2026 Jul 24, 2026
SAPIENT CAPITAL LLC History New 2,387 205 0.0% — 763 +2,387 New Q3 2026 Oct 08, 2026
BURNEY CO/ History No change 2,648 205 0.01% 0.01% 761 0 0.0% Q2 2026 Jul 14, 2026
Cresset Asset Management, LLC History No change 2,641 205 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 14, 2026
Interchange Capital Partners, LLC History No change 2,588 204 0.04% 0.04% 764 0 0.0% Q2 2026 Jul 20, 2026
Klingman & Associates, LLC History No change 2,623 203 0.01% 0.01% 765 0 0.0% Q2 2026 Jul 29, 2026
Retirement Investment Advisors, Inc. History No change 2,516 203 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 15, 2026
Fiduciary Alliance LLC History Reduced 2,366 202 0.02% 0.02% 768 -1,184 -33.35% Q3 2026 Oct 13, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History No change 2,600 202 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 27, 2026
COZAD ASSET MANAGEMENT INC History No change 2,588 201 0.01% 0.01% 769 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 2,592 201 0.06% 0.06% 770 0 0.0% Q2 2026 Aug 14, 2026
Lloyd Advisory Services, LLC. History No change 2,583 200 0.08% 0.08% 771 0 0.0% Q2 2026 Aug 07, 2026
LRI Investments, LLC History No change 2,586 200 0.02% 0.02% 772 0 0.0% Q2 2026 Jul 14, 2026
Rydar Equities, Inc. History New 2,364 199 0.1% — 773 +2,364 New Q3 2026 Oct 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 2,291 178 0.04% 0.04% 774 0 0.0% Q2 2026 Jul 17, 2026
Capital Analysts, LLC History No change 2,236 174 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 05, 2026
Hilltop National Bank History No change 2,150 167 0.04% 0.04% 776 0 0.0% Q2 2026 Jul 01, 2026
Wilmington Savings Fund Society, FSB History No change 2,123 165 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 28, 2026
Exane Asset Management History No change 2,115 164 0.06% 0.06% 778 0 0.0% Q2 2026 Jul 17, 2026
CENTAURUS FINANCIAL, INC. History No change 2,067 161 0.01% 0.01% 779 0 0.0% Q2 2026 Aug 17, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,978 155 0.0% 0.0% 780 0 0.0% Q2 2026 Jul 24, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,750 149 0.0% 0.0% 781 -308 -14.97% Q3 2026 Oct 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,837 142 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 1,786 138 0.0% 0.0% 783 0 0.0% Q2 2026 Jul 27, 2026
Corsicana & Co. History No change 1,757 136 0.07% 0.07% 784 0 0.0% Q2 2026 Jul 24, 2026
Larson Financial Group LLC History No change 1,670 129 0.0% 0.0% 785 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 1,636 127 0.0% 0.0% 786 0 0.0% Q2 2026 Jul 20, 2026
Owl Creek Wealth Partners LLC History No change 1,580 122 0.04% 0.04% 787 0 0.0% Q2 2026 Jul 20, 2026
HM PAYSON & CO History No change 1,530 118 0.0% 0.0% 788 0 0.0% Q2 2026 Jul 17, 2026
TSFG, LLC History No change 1,512 118 0.01% 0.01% 789 0 0.0% Q2 2026 Jul 23, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,479 115 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 06, 2026
Caldwell Trust Co History No change 1,411 109 0.01% 0.01% 791 0 0.0% Q2 2026 Aug 03, 2026
NISA INVESTMENT ADVISORS, LLC History No change 1,393 108 0.0% 0.0% 792 0 0.0% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History No change 1,398 108 0.01% 0.01% 793 0 0.0% Q2 2026 Jul 27, 2026
Curat Global, LLC History No change 1,400 108 0.09% 0.09% 794 0 0.0% Q2 2026 Jul 22, 2026
Parkside Financial Bank & Trust History No change 1,384 107 0.01% 0.01% 795 0 0.0% Q2 2026 Sep 04, 2026
CULLEN/FROST BANKERS, INC. History No change 1,362 105 0.0% 0.0% 796 0 0.0% Q2 2026 Jul 27, 2026
Truvestments Capital LLC History No change 1,351 105 0.02% 0.02% 797 0 0.0% Q2 2026 Aug 12, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 1,350 104 0.04% 0.04% 798 0 0.0% Q2 2026 Aug 07, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 1,334 103 0.0% 0.0% 799 0 0.0% Q2 2026 Jul 30, 2026
Salomon & Ludwin, LLC History No change 1,334 99 0.01% 0.01% 800 0 0.0% Q2 2026 Aug 07, 2026
South Dakota Investment Council History No change 1,225 95 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 11, 2026
Private Wealth Asset Management, LLC History No change 1,212 94 0.01% 0.01% 802 0 0.0% Q2 2026 Aug 11, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,194 92 0.01% 0.01% 803 0 0.0% Q2 2026 Aug 03, 2026
BAYBAN History No change 1,109 86 0.07% 0.07% 804 0 0.0% Q2 2026 Jul 30, 2026
General Partner, Inc. History No change 1,000 85 0.05% 0.04% 805 0 0.0% Q3 2026 Oct 05, 2026
JFS WEALTH ADVISORS, LLC History No change 1,074 83 0.0% 0.0% 806 0 0.0% Q2 2026 Jul 10, 2026
Golden State Wealth Management, LLC History No change 1,064 82 0.01% 0.01% 807 0 0.0% Q2 2026 Jul 22, 2026
First Bancorp, Inc /ME/ History No change 1,035 80 0.03% 0.03% 808 0 0.0% Q2 2026 Aug 11, 2026
ALERUS FINANCIAL NA History No change 1,005 78 0.0% 0.0% 809 0 0.0% Q2 2026 Aug 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 1,000 77 0.01% 0.01% 810 0 0.0% Q2 2026 Jul 14, 2026
Independence Bank of Kentucky History No change 1,000 77 0.01% 0.01% 811 0 0.0% Q2 2026 Jul 13, 2026
Ascentis Wealth Management, LLC History No change 978 76 0.01% 0.01% 812 0 0.0% Q2 2026 Jul 30, 2026
Anchor Investment Management, LLC History No change 942 73 0.01% 0.01% 813 0 0.0% Q2 2026 Sep 15, 2026
Smithfield Trust Co History No change 916 71 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 05, 2026
VIRTUS ADVISERS, LLC History No change 993 67 0.03% 0.03% 815 0 0.0% Q2 2026 Aug 11, 2026
Westfuller Advisors, LLC History No change 856 66 0.02% 0.02% 816 0 0.0% Q2 2026 Jul 29, 2026
RAELIPSKIE PARTNERSHIP History No change 800 62 0.02% 0.02% 817 0 0.0% Q2 2026 Aug 04, 2026
Silver Grove Financial Group, Inc. History No change 799 62 0.03% 0.03% 818 0 0.0% Q2 2026 Aug 13, 2026
McMillan Office, Inc. History No change 779 60 0.01% 0.01% 819 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 755 56 0.01% 0.01% 820 0 0.0% Q2 2026 Jul 09, 2026
WELLINGTON-ALTUS USA INC. History No change 624 56 0.04% 0.04% 821 0 0.0% Q2 2026 Sep 17, 2026
V-Square Quantitative Management LLC History No change 730 56 0.01% 0.01% 822 0 0.0% Q2 2026 Jul 27, 2026
Brentview Investment Management LLC History No change 693 53 0.02% 0.02% 823 0 0.0% Q2 2026 Jul 30, 2026
SHP Wealth Management History No change 680 52 0.0% 0.0% 824 0 0.0% Q2 2026 Aug 11, 2026
Parvin Asset Management, LLC History No change 675 52 0.04% 0.04% 825 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 661 51 0.02% 0.02% 826 0 0.0% Q2 2026 Jul 15, 2026
AMERICAN NATIONAL BANK & TRUST History Added to 589 50 0.0% 0.0% 827 +7 1.2% Q3 2026 Oct 07, 2026
Manchester Capital Management LLC History No change 649 50 0.01% 0.01% 828 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History No change 588 50 0.0% 0.0% 829 0 0.0% Q3 2026 Oct 08, 2026
First Command Advisory Services, Inc. History No change 625 49 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Advisors History No change 608 47 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 11, 2026
IFG Advisory, LLC History No change 607 47 0.0% 0.0% 832 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 600 46 0.0% 0.0% 833 0 0.0% Q2 2026 Aug 11, 2026
Financial Management Professionals, Inc. History No change 589 45 0.0% 0.0% 834 0 0.0% Q2 2026 Jul 09, 2026
Bernard Wealth Management Corp. History No change 582 45 0.02% 0.02% 835 0 0.0% Q2 2026 Aug 21, 2026
AMERIFLEX GROUP, INC. History No change 572 44 0.02% 0.02% 836 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 553 43 0.0% 0.0% 837 0 0.0% Q2 2026 Aug 13, 2026
GK Wealth Management LLC History New 500 42 0.02% — 839 +500 New Q3 2026 Oct 09, 2026
EASTERN BANK History No change 500 42 0.0% 0.0% 838 0 0.0% Q3 2026 Oct 05, 2026
Fairscale Capital, LLC History No change 526 41 0.02% 0.02% 840 0 0.0% Q2 2026 Aug 07, 2026
MASECO LLP History No change 537 41 0.0% 0.0% 841 0 0.0% Q2 2026 Aug 05, 2026
Provenance Wealth Advisors, LLC History No change 526 40 0.0% 0.0% 842 0 0.0% Q2 2026 Jul 24, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 503 39 0.0% 0.0% 843 0 0.0% Q2 2026 Aug 13, 2026
Avalon Trust Co History No change 500 38 0.0% 0.0% 844 0 0.0% Q2 2026 Aug 06, 2026
Lodestone Wealth Management LLC History No change 490 38 0.01% 0.01% 845 0 0.0% Q2 2026 Jul 23, 2026
ATLAS CAPITAL ADVISORS INC. History No change 483 37 0.0% 0.0% 846 0 0.0% Q2 2026 Aug 13, 2026
Trust Co History No change 442 37 0.0% 0.0% 847 0 0.0% Q3 2026 Oct 09, 2026
Cornerstone Financial Management LLC History No change 486 37 0.03% 0.03% 848 0 0.0% Q2 2026 Aug 28, 2026
Dunhill Financial, LLC History No change 467 36 0.01% 0.01% 849 0 0.0% Q2 2026 Aug 07, 2026
Gen-Wealth Partners Inc History No change 466 36 0.01% 0.01% 850 0 0.0% Q2 2026 Aug 10, 2026
FIRST HORIZON CORP History No change 442 34 0.0% 0.0% 851 0 0.0% Q2 2026 Jul 20, 2026
MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV History No change 440 34 0.03% 0.03% 852 0 0.0% Q2 2026 Jul 28, 2026
ADIRONDACK TRUST CO History No change 447 34 0.01% 0.01% 853 0 0.0% Q2 2026 Jul 16, 2026
GW&K Investment Management, LLC History No change 413 32 0.0% 0.0% 854 0 0.0% Q2 2026 Aug 12, 2026
Evolution Advisers, Inc. History No change 424 32 0.01% 0.01% 855 0 0.0% Q2 2026 Jul 31, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 422 32 0.0% 0.0% 856 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL CONSULATE, INC History No change 400 31 0.0% 0.0% 857 0 0.0% Q2 2026 Jul 23, 2026
Cassaday & Co Wealth Management LLC History No change 400 31 0.0% 0.0% 858 0 0.0% Q2 2026 Aug 10, 2026
Kennebec Savings Bank History No change 400 31 0.02% 0.02% 859 0 0.0% Q2 2026 Jul 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 381 30 0.02% 0.02% 860 0 0.0% Q2 2026 Aug 18, 2026
Triumph Capital Management History No change 361 28 0.01% 0.01% 861 0 0.0% Q2 2026 Jul 20, 2026
Bell Investment Advisors, Inc History No change 365 28 0.0% 0.0% 862 0 0.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Added to 322 27 0.01% 0.0% 864 +77 31.43% Q3 2026 Oct 13, 2026
Addison Advisors LLC History No change 350 27 0.01% 0.01% 863 0 0.0% Q2 2026 Aug 10, 2026
Monetary Solutions, Ltd History No change 351 27 0.02% 0.02% 865 0 0.0% Q2 2026 Jul 23, 2026
Richard W. Paul & Associates, LLC History No change 347 26 0.01% 0.01% 866 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 334 25 0.0% 0.0% 867 0 0.0% Q2 2026 Aug 06, 2026
Colonial Trust Co / SC History No change 333 25 0.0% 0.0% 868 0 0.0% Q2 2026 Aug 11, 2026
Keating Financial Advisory Services, Inc. History No change 331 25 0.0% 0.0% 869 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 317 24 0.01% 0.01% 870 0 0.0% Q2 2026 Jul 08, 2026
ST GERMAIN D J CO INC History No change 303 23 0.0% 0.0% 871 0 0.0% Q2 2026 Jul 21, 2026
COUNTRY TRUST BANK History No change 301 23 0.0% 0.0% 872 0 0.0% Q2 2026 Jul 15, 2026
Costello Asset Management, INC History No change 300 23 0.01% 0.01% 873 0 0.0% Q2 2026 Jul 28, 2026
Acumen Wealth Advisors, LLC History No change 304 23 0.0% 0.0% 874 0 0.0% Q2 2026 Aug 03, 2026
Bare Financial Services, Inc History No change 298 23 0.01% 0.01% 875 0 0.0% Q2 2026 Jul 27, 2026
Murphy & Mullick Capital Management Corp History No change 299 23 0.01% 0.01% 876 0 0.0% Q2 2026 Aug 14, 2026
Westerkirk Capital Inc. History No change 300 23 0.0% 0.0% 877 0 0.0% Q2 2026 Aug 10, 2026
Robinswood Financial LLC History No change 299 23 0.01% 0.01% 878 0 0.0% Q2 2026 Jul 14, 2026
Physician Wealth Advisors, Inc. History No change 289 22 0.0% 0.0% 879 0 0.0% Q2 2026 Jul 20, 2026
JNBA Financial Advisors History No change 278 21 0.0% 0.0% 880 0 0.0% Q2 2026 Jul 23, 2026
Key FInancial Inc History No change 280 21 0.0% 0.0% 881 0 0.0% Q2 2026 Jul 24, 2026
Continuum Advisory, LLC History No change 280 21 0.0% 0.0% 882 0 0.0% Q2 2026 Aug 06, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 270 20 0.01% 0.01% 883 0 0.0% Q2 2026 Sep 18, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 266 20 0.01% 0.01% 884 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 260 20 0.0% 0.0% 885 0 0.0% Q2 2026 Jul 30, 2026
Signature Equity Partners, LLC History No change 246 19 0.01% 0.01% 886 0 0.0% Q2 2026 Jul 30, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 252 19 0.0% 0.0% 887 0 0.0% Q2 2026 Aug 13, 2026
Plante Moran Financial Advisors, LLC History No change 238 18 0.0% 0.0% 888 0 0.0% Q2 2026 Aug 06, 2026
J.Safra Asset Management Corp History No change 234 18 0.0% 0.0% 889 0 0.0% Q2 2026 Aug 06, 2026
Olistico Wealth, LLC History No change 218 18 0.01% 0.01% 890 0 0.0% Q3 2026 Oct 05, 2026
WealthCollab, LLC History No change 242 18 0.01% 0.01% 891 0 0.0% Q2 2026 Aug 10, 2026
Solstein Capital, LLC History No change 231 17 0.01% 0.01% 892 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 222 17 0.0% 0.0% 893 0 0.0% Q2 2026 Jul 31, 2026
UNION SAVINGS BANK History No change 223 17 0.01% 0.01% 894 0 0.0% Q2 2026 Jul 23, 2026
BAILLIE GIFFORD & CO History No change 213 16 0.0% 0.0% 895 0 0.0% Q2 2026 Aug 06, 2026
Ancora Advisors LLC History No change 212 16 0.0% 0.0% 896 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History No change 193 16 0.0% 0.0% 897 0 0.0% Q2 2026 Jul 29, 2026
NFSG Corp History No change 218 16 0.0% 0.0% 898 0 0.0% Q2 2026 Aug 14, 2026
Pingora Partners LLC History No change 209 16 0.01% 0.01% 899 0 0.0% Q2 2026 Aug 14, 2026
Key Capital Management, INC History No change 206 16 0.01% 0.01% 900 0 0.0% Q2 2026 Jul 27, 2026
DUNCKER STREETT & CO INC History No change 200 15 0.0% 0.0% 901 0 0.0% Q2 2026 Jul 28, 2026
Vermillion Wealth Management, Inc. History No change 200 15 0.0% 0.0% 902 0 0.0% Q2 2026 Jul 15, 2026
Center for Financial Planning, Inc. History No change 200 15 0.0% 0.0% 903 0 0.0% Q2 2026 Jul 21, 2026
Smallwood Wealth Investment Management, LLC History No change 200 15 0.01% 0.01% 904 0 0.0% Q2 2026 Jul 23, 2026
Gold Investment Management Ltd. History No change 200 15 0.0% 0.0% 905 0 0.0% Q2 2026 Aug 05, 2026
Whipplewood Advisors, LLC History No change 196 15 0.01% 0.01% 906 0 0.0% Q2 2026 Jul 27, 2026
Fourth Dimension Wealth, LLC History No change 200 15 0.0% 0.0% 907 0 0.0% Q2 2026 Jul 31, 2026
Kilter Group LLC History No change 194 15 0.01% 0.01% 908 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 173 13 0.0% 0.0% 909 0 0.0% Q2 2026 Aug 06, 2026
North Star Investment Management Corp. History No change 173 13 0.0% 0.0% 910 0 0.0% Q2 2026 Jul 28, 2026
JPL Wealth Management, LLC History No change 175 13 0.0% 0.0% 911 0 0.0% Q2 2026 Aug 13, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 179 13 0.01% 0.01% 912 0 0.0% Q2 2026 Jul 20, 2026
MUFG Securities EMEA plc History No change 162 12 0.0% 0.0% 913 0 0.0% Q2 2026 Aug 12, 2026
Piscataqua Savings Bank History No change 160 12 0.01% 0.01% 914 0 0.0% Q2 2026 Jul 09, 2026
SJS Investment Consulting Inc. History No change 163 12 0.0% 0.0% 915 0 0.0% Q2 2026 Jul 22, 2026
Commonwealth Retirement Investments LLC History No change 161 12 0.0% 0.0% 916 0 0.0% Q2 2026 Aug 03, 2026
YANKCOM Partnership History No change 158 12 0.0% 0.0% 917 0 0.0% Q2 2026 Jul 21, 2026
Cranbrook Wealth Management, LLC History No change 151 11 0.0% 0.0% 918 0 0.0% Q2 2026 Aug 06, 2026
MCF Advisors LLC History No change 140 11 0.0% 0.0% 919 0 0.0% Q2 2026 Aug 12, 2026
Atlantic Edge Private Wealth Management, LLC History No change 150 11 0.0% 0.0% 920 0 0.0% Q2 2026 Jul 23, 2026
Principia Wealth Advisory, LLC History No change 150 11 0.01% 0.01% 921 0 0.0% Q2 2026 Aug 26, 2026
Millstone Evans Group, LLC History No change 154 11 0.01% 0.01% 922 0 0.0% Q2 2026 Aug 11, 2026
Kentucky Trust Co History No change 150 11 0.01% 0.01% 923 0 0.0% Q2 2026 Jul 10, 2026
WPG Advisers, LLC History No change 146 11 0.01% 0.01% 924 0 0.0% Q2 2026 Aug 05, 2026
Financial Perspectives, Inc History No change 132 10 0.0% 0.0% 925 0 0.0% Q2 2026 Jul 24, 2026
Hilton Head Capital Partners, LLC History No change 130 10 0.01% 0.01% 926 0 0.0% Q2 2026 Jul 27, 2026
CDKV HOLDINGS LLC History No change 133 10 0.01% 0.01% 927 0 0.0% Q2 2026 Jul 30, 2026
Kozak & Associates, Inc. History No change 131 9 0.0% 0.0% 928 0 0.0% Q2 2026 Jul 02, 2026
Banque Cantonale Vaudoise History No change 115,788 9 0.0% 0.0% 929 0 0.0% Q2 2026 Jul 31, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 127 9 0.0% 0.0% 930 0 0.0% Q2 2026 Jul 15, 2026
Boreal Capital Management LLC History No change 118 9 0.01% 0.01% 931 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 111 8 0.0% 0.0% 932 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 114 8 0.0% 0.0% 933 0 0.0% Q2 2026 Jul 16, 2026
Cape Investment Advisory, Inc. History No change 97 8 0.0% 0.0% 934 0 0.0% Q3 2026 Oct 13, 2026
Hara Capital LLC History No change 105 8 0.0% 0.0% 935 0 0.0% Q2 2026 Aug 11, 2026
Fairman Group, LLC History No change 110 8 0.01% 0.01% 936 0 0.0% Q2 2026 Aug 04, 2026
Planning Strategies Inc. History New 85 7 0.0% — 951 +85 New Q3 2026 Oct 02, 2026
MONTAG A & ASSOCIATES INC History No change 94 7 0.0% 0.0% 937 0 0.0% Q2 2026 Aug 05, 2026
Winch Advisory Services, LLC History No change 96 7 0.0% 0.0% 938 0 0.0% Q2 2026 Aug 06, 2026
Stone House Investment Management, LLC History No change 102 7 0.0% 0.0% 939 0 0.0% Q2 2026 Aug 05, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 91 7 0.0% 0.0% 940 0 0.0% Q2 2026 Jul 24, 2026
Bogart Wealth, LLC History No change 91 7 0.0% 0.0% 941 0 0.0% Q2 2026 Jul 24, 2026
Steigerwald, Gordon & Koch Inc. History No change 94 7 0.0% 0.0% 942 0 0.0% Q2 2026 Jul 22, 2026
LifeSteps Financial, Inc. History No change 95 7 0.0% 0.0% 943 0 0.0% Q2 2026 Jul 17, 2026
Elevated Capital Advisors, LLC History No change 91 7 0.0% 0.0% 944 0 0.0% Q2 2026 Aug 03, 2026
Coston, McIsaac & Partners History No change 94 7 0.0% 0.0% 945 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 100 7 0.0% 0.0% 946 0 0.0% Q2 2026 Jul 08, 2026
New England Capital Financial Advisors LLC History No change 101 7 0.0% 0.0% 947 0 0.0% Q2 2026 Jul 27, 2026
Nemes Rush Group LLC History No change 98 7 0.0% 0.0% 948 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 94 7 0.0% 0.0% 949 0 0.0% Q2 2026 Jul 28, 2026
Quest 10 Wealth Builders, Inc. History No change 98 7 0.01% 0.01% 950 0 0.0% Q2 2026 Jul 24, 2026
HARBOR INVESTMENT ADVISORY, LLC History Reduced 75 6 0.0% 0.0% 953 -210 -73.68% Q3 2026 Oct 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 75 6 0.0% 0.0% 952 0 0.0% Q2 2026 Jul 30, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 89 6 0.0% 0.0% 954 0 0.0% Q2 2026 Jul 21, 2026
Vanguard National Trust Co History No change 86 6 0.0% 0.0% 955 0 0.0% Q2 2026 Aug 13, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 87 6 0.0% 0.0% 956 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 81 6 0.0% 0.0% 957 0 0.0% Q2 2026 Aug 04, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 66 5 0.0% 0.0% 958 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 76 5 0.0% 0.0% 959 0 0.0% Q2 2026 Jul 21, 2026
Nova Wealth Management, Inc. History No change 73 5 0.0% 0.0% 960 0 0.0% Q2 2026 Jul 13, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 69 5 0.0% 0.0% 961 0 0.0% Q2 2026 Aug 13, 2026
Harbor Asset Planning, Inc. History No change 72 5 0.0% 0.0% 962 0 0.0% Q2 2026 Jul 22, 2026
Benson Wealth Management INC History No change 69 5 0.01% 0.01% 963 0 0.0% Q2 2026 Aug 10, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 55 4 0.0% — 971 +55 New Q3 2026 Oct 09, 2026
CITY HOLDING CO History No change 60 4 0.0% 0.0% 964 0 0.0% Q2 2026 Jul 10, 2026
IMA Advisory Services, Inc. History No change 51 4 0.0% 0.0% 965 0 0.0% Q2 2026 Aug 10, 2026
Abound Wealth Management History No change 60 4 0.0% 0.0% 966 0 0.0% Q2 2026 Jul 10, 2026
Creative Capital Management Investments LLC History No change 57 4 0.0% 0.0% 967 0 0.0% Q2 2026 Jul 24, 2026
Arlington Trust Co LLC History No change 63 4 0.0% 0.0% 968 0 0.0% Q2 2026 Jul 07, 2026
Synergy Investment Management, LLC History No change 52 4 0.0% 0.0% 969 0 0.0% Q2 2026 Aug 14, 2026
Burk Holdings LLC History No change 62 4 0.0% 0.0% 970 0 0.0% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History No change 44 3 0.0% 0.0% 972 0 0.0% Q2 2026 Jul 22, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 51 3 0.0% 0.0% 973 0 0.0% Q2 2026 Aug 04, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 50 3 0.0% 0.0% 974 0 0.0% Q2 2026 Jul 27, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 38 3 0.0% 0.0% 975 0 0.0% Q3 2026 Oct 13, 2026
Darwin Wealth Management, LLC History No change 50 3 0.0% 0.0% 976 0 0.0% Q2 2026 Jul 21, 2026
Crewe Advisors LLC History No change 39 3 0.0% 0.0% 977 0 0.0% Q2 2026 Jul 23, 2026
Nalls Sherbakoff Group, LLC History No change 50 3 0.0% 0.0% 978 0 0.0% Q2 2026 Aug 17, 2026
Quent Capital, LLC History No change 45 3 0.0% 0.0% 979 0 0.0% Q2 2026 Aug 07, 2026
WEST PACES ADVISORS INC. History No change 36 3 0.0% 0.0% 980 0 0.0% Q3 2026 Oct 13, 2026
Valued Wealth Advisors LLC History No change 45 3 0.0% 0.0% 981 0 0.0% Q2 2026 Jul 20, 2026
Granite FO LLC History No change 39 3 0.0% 0.0% 982 0 0.0% Q2 2026 Jul 15, 2026
Ares Financial Consulting, LLC History No change 45 3 0.0% 0.0% 983 0 0.0% Q2 2026 Jul 09, 2026
Archer Investment Corp History No change 30 2 0.0% 0.0% 984 0 0.0% Q2 2026 Aug 03, 2026
Gleason Group, Inc. History No change 38 2 0.0% 0.0% 985 0 0.0% Q2 2026 Jul 13, 2026
Kingdom Financial Group LLC. History No change 27 2 0.0% 0.0% 986 0 0.0% Q2 2026 Aug 07, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 27 2 0.0% 0.0% 987 0 0.0% Q2 2026 Aug 10, 2026
Copia Wealth Management History No change 26 2 0.0% 0.0% 988 0 0.0% Q2 2026 Aug 17, 2026
MidFirst Bank History No change 32 2 0.0% 0.0% 989 0 0.0% Q2 2026 Aug 07, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 20 1 0.0% 0.0% 990 0 0.0% Q2 2026 Sep 02, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 15 1 0.0% 0.0% 991 0 0.0% Q2 2026 Jul 21, 2026
MV CAPITAL MANAGEMENT, INC. History No change 14 1 0.0% 0.0% 992 0 0.0% Q2 2026 Jul 30, 2026
Strategic Wealth Partners, Ltd. History No change 13 1 0.0% 0.0% 993 0 0.0% Q2 2026 Aug 12, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 21 1 0.0% 0.0% 994 0 0.0% Q3 2026 Oct 09, 2026
SWAN Capital LLC History No change 21 1 0.0% 0.0% 995 0 0.0% Q2 2026 Aug 13, 2026
Trifecta Capital Advisors, LLC History No change 18 1 0.0% 0.0% 996 0 0.0% Q2 2026 Aug 03, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 20 1 0.0% 0.0% 997 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 13 1 0.0% 0.0% 998 0 0.0% Q2 2026 Aug 14, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 23 1 0.0% 0.0% 999 0 0.0% Q2 2026 Aug 07, 2026
Noble Wealth Management PBC History No change 23 1 0.0% 0.0% 1000 0 0.0% Q3 2026 Oct 01, 2026
Dogwood Wealth Management LLC History No change 17 1 0.0% 0.0% 1001 0 0.0% Q2 2026 Jul 06, 2026
Purpose Unlimited Inc. History No change 13 1 0.0% 0.0% 1002 0 0.0% Q2 2026 Aug 13, 2026
Downshift Financial, LLC History No change 19 1 0.0% 0.0% 1003 0 0.0% Q3 2026 Oct 13, 2026
Highland Investment Advisors LLC History No change 23 1 0.0% 0.0% 1004 0 0.0% Q2 2026 Aug 13, 2026
Timothy G. Youngquist 2020 Irrevocable Trust History Closed out 0 0 — 0.18% — -11,825 -100.0% Q3 2026 Oct 13, 2026
COURIER CAPITAL LLC History Closed out 0 0 — 0.03% — -7,726 -100.0% Q3 2026 Oct 13, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -1,013 -100.0% Q3 2026 Oct 13, 2026
ELEVATION WEALTH PARTNERS, LLC History Closed out 0 0 — 0.0% — -198 -100.0% Q3 2026 Oct 07, 2026
Financial Gravity Companies, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Inspire Investing, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
Mascoma Wealth Management LLC History No change 11 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Game Plan Financial Advisors, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Mosley Wealth Management History No change 7 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Godfrey Financial Associates, Inc. History No change 3 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Nvest Wealth Strategies, Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 10, 2026