FIRST FINANCIAL BANKSHARES INC - FFIN

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
BlackRock, Inc. History No change 18,234,375 630,909 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 7,303,995 252,718 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 6,756,261 235,193 0.01% 0.01% 3 0 0.0% Q2 2026 Sep 22, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 5,577,552 192,983 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 4,484,205 155,153 0.1% 0.1% 5 0 0.0% Q2 2026 Oct 27, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 3,897,410 134,872 0.01% 0.01% 6 0 0.0% Q2 2026 Aug 12, 2026
AQR CAPITAL MANAGEMENT LLC History No change 3,397,018 117,333 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 3,016,254 104,362 0.32% 0.32% 8 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 2,858,327 98,897 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 11, 2026
FULLER & THALER ASSET MANAGEMENT, INC. History No change 2,551,339 88,276 0.24% 0.24% 10 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 2,032,005 70,307 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,018,844 69,852 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 1,757,759 60,818 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 1,706,747 59,053 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
NORGES BANK History No change 1,397,818 48,364 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 1,152,844 39,888 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 1,008,433 34,891 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 14, 2026
Champlain Investment Partners, LLC History No change 976,430 33,784 0.87% 0.87% 18 0 0.0% Q2 2026 Aug 12, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 971,806 33,624 4.43% 4.43% 19 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 895,727 30,992 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 872,153 30,176 0.0% 0.0% 21 0 0.0% Q2 2026 Sep 02, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 811,477 28,077 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 802,778 27,776 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 11, 2026
ProShare Advisors LLC History Reduced 802,129 25,459 0.04% 0.04% 24 -34,340 -4.11% Q3 2026 Oct 28, 2026
BANK OF AMERICA CORP /DE/ History No change 724,403 25,064 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 672,344 23,263 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 596,073 20,624 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 537,169 18,586 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 526,264 18,208 0.15% 0.15% 29 0 0.0% Q2 2026 Aug 14, 2026
AXIOM INVESTORS LLC /DE History No change 520,870 18,022 0.16% 0.16% 30 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 490,795 16,981 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 444,374 15,659 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 433,569 15,001 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 431,210 14,919 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 467,781 14,847 0.15% 0.16% 35 -3,853 -0.82% Q3 2026 Oct 23, 2026
RHUMBLINE ADVISERS History No change 420,957 14,565 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 409,936 14,183 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 368,247 12,741 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 351,682 12,168 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL FINANCIAL GROUP INC History Added to 308,430 9,789 0.01% 0.01% 40 +7,433 2.47% Q3 2026 Nov 02, 2026
Swiss National Bank History No change 258,700 8,951 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 252,656 8,741 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 243,742 8,433 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History No change 269,033 7,923 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History No change 217,855 7,537 0.09% 0.09% 45 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 211,589 7,488 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 12, 2026
AMERICAN CENTURY COMPANIES INC History No change 206,457 7,143 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 202,196 6,995 0.0% 0.0% 48 0 0.0% Q2 2026 Sep 23, 2026
CITIGROUP INC History No change 191,857 6,638 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 03, 2026
SEI INVESTMENTS CO History No change 188,020 6,505 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 187,613 6,491 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 07, 2026
Phocas Financial Corp. History No change 185,800 6,428 0.89% 0.89% 52 0 0.0% Q2 2026 Jul 30, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 184,626 6,389 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 183,955 6,364 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 197,567 6,270 0.0% 0.0% 55 +61,127 44.8% Q3 2026 Nov 02, 2026
Man Group plc History No change 176,331 6,101 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 174,520 6,038 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 07, 2026
TUDOR INVESTMENT CORP ET AL History No change 168,635 5,834 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Reduced 181,224 5,752 0.01% 0.01% 59 -6,908 -3.67% Q3 2026 Oct 22, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 166,092 5,746 0.37% 0.37% 60 0 0.0% Q2 2026 Aug 14, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 164,980 5,708 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 10, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 156,208 5,404 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 162,573 5,160 0.01% 0.01% 63 -23,230 -12.5% Q3 2026 Nov 02, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 147,237 5,094 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 24, 2026
CFM WEALTH PARTNERS LLC History No change 139,285 4,819 0.62% 0.62% 65 0 0.0% Q2 2026 Aug 07, 2026
MetLife Investment Management, LLC History No change 138,616 4,796 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 13, 2026
Retirement Systems of Alabama History No change 134,857 4,666 0.01% 0.01% 67 0 0.0% Q2 2026 Jul 28, 2026
Russell Investments Group, Ltd. History No change 127,465 4,410 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 06, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 127,178 4,400 0.0% 0.0% 69 0 0.0% Q2 2026 Sep 09, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 121,274 4,196 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 111,062 3,842 0.0% 0.0% 71 0 0.0% Q2 2026 Jul 29, 2026
Bridge City Capital, LLC History Added to 117,133 3,717 0.77% 0.76% 72 +20,630 21.38% Q3 2026 Oct 29, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 98,090 3,393 0.06% 0.06% 73 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 96,958 3,355 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
AWM CAPITAL, LLC History Added to 98,919 3,139 0.22% 0.27% 75 +615 0.63% Q3 2026 Oct 16, 2026
Sanctuary Advisors, LLC History No change 90,342 3,125 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
Watchman Group, Inc. History Added to 95,477 3,030 0.7% 0.74% 77 +221 0.23% Q3 2026 Oct 16, 2026
Mariner, LLC History No change 87,273 3,019 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
ROYAL BANK OF CANADA History No change 86,571 2,995 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 84,918 2,938 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 11, 2026
Holocene Advisors, LP History No change 84,699 2,930 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 91,116 2,863 0.0% 0.01% 82 +603 0.67% Q3 2026 Oct 13, 2026
Smart Money Group LLC History No change 80,599 2,788 0.72% 0.72% 83 0 0.0% Q2 2026 Jul 29, 2026
Numerai GP LLC History No change 78,730 2,724 0.22% 0.22% 84 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 77,834 2,693 0.8% 0.8% 85 0 0.0% Q2 2026 Jul 27, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 77,136 2,668 0.03% 0.03% 86 0 0.0% Q2 2026 Aug 07, 2026
BARCLAYS PLC History No change 73,110 2,529 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 73,043 2,527 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 70,058 2,424 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
Waterloo Capital, L.P. History No change 69,285 2,397 0.13% 0.13% 90 0 0.0% Q2 2026 Jul 29, 2026
Rosenthal | Henry Capital Advisors, Inc. History No change 75,054 2,382 2.19% 2.27% 91 0 0.0% Q3 2026 Oct 27, 2026
Prime Capital Investment Advisors, LLC History Reduced 74,757 2,372 0.02% 0.03% 92 -18 -0.02% Q3 2026 Oct 20, 2026
Rafferty Asset Management, LLC History No change 66,153 2,288 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 62,643 2,167 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 61,738 2,136 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
DOLIVER ADVISORS, LP History Reduced 64,800 2,056 0.45% 0.51% 96 -100 -0.15% Q3 2026 Oct 01, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 54,177 1,874 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 07, 2026
State of New Jersey Common Pension Fund D History No change 54,087 1,871 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 04, 2026
Jupiter Topco LLC History No change 53,399 1,847 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 52,954 1,832 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 12, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 52,812 1,827 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 51,784 1,791 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 19, 2026
AMALGAMATED BANK History Added to 55,990 1,777 0.01% 0.01% 103 +534 0.96% Q3 2026 Oct 23, 2026
Vanguard Global Advisers, LLC History No change 50,902 1,761 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 50,351 1,742 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 14, 2026
Freestone Grove Partners LP History No change 48,104 1,664 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 46,784 1,618 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 18, 2026
Quantinno Capital Management LP History No change 46,548 1,610 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
Warwick Investment Management, Inc. History Added to 48,854 1,550 0.18% 0.19% 109 +44 0.09% Q3 2026 Oct 19, 2026
Gibraltar Capital Management, Inc. History No change 48,500 1,539 0.23% 0.26% 110 0 0.0% Q3 2026 Oct 27, 2026
IEQ CAPITAL, LLC History No change 43,186 1,494 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 42,362 1,466 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 12, 2026
HSBC HOLDINGS PLC History No change 42,248 1,466 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
Handelsbanken Fonder AB History No change 40,418 1,398 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 10, 2026
Garrett Wealth Advisory Group, LLC History Added to 43,697 1,386 0.21% 0.23% 115 +271 0.62% Q3 2026 Oct 22, 2026
Core Capital Management & Research, inc. History No change 40,450 1,380 0.73% 0.73% 116 0 0.0% Q2 2026 Sep 09, 2026
Y-Intercept (Hong Kong) Ltd History New 43,436 1,378 0.03% — 117 +43,436 New Q3 2026 Oct 16, 2026
Police & Firemen's Retirement System of New Jersey History No change 39,540 1,368 0.01% 0.01% 118 0 0.0% Q2 2026 Jul 23, 2026
MARSHALL WACE, LLP History No change 38,078 1,317 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 37,515 1,298 0.0% 0.0% 120 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 37,226 1,288 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 36,627 1,268 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 27, 2026
Ameritas Investment Partners, Inc. History No change 36,050 1,247 0.03% 0.03% 123 0 0.0% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History No change 36,008 1,246 0.0% 0.0% 124 0 0.0% Q2 2026 Aug 07, 2026
Louisiana State Employees Retirement System History Added to 38,700 1,228 0.02% 0.02% 125 +500 1.31% Q3 2026 Oct 20, 2026
Blue Trust, Inc. History Added to 38,295 1,215 0.01% 0.01% 126 +880 2.35% Q3 2026 Oct 15, 2026
DAVENPORT & Co LLC History Reduced 37,978 1,205 0.01% 0.01% 127 -1,465 -3.71% Q3 2026 Oct 14, 2026
Vanguard Investments Australia, Ltd. History No change 33,969 1,175 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 33,483 1,158 0.01% 0.01% 129 0 0.0% Q2 2026 Jul 20, 2026
Arizona State Retirement System History Added to 36,317 1,152 0.01% 0.01% 130 +748 2.1% Q3 2026 Nov 03, 2026
FIFTH THIRD BANCORP History No change 33,203 1,148 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 05, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 32,621 1,128 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History Added to 35,524 1,127 0.0% 0.0% 133 +3,792 11.95% Q3 2026 Oct 30, 2026
HighTower Advisors, LLC History No change 32,503 1,124 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 05, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 31,926 1,105 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 33,588 1,066 0.01% 0.01% 136 -2,243 -6.26% Q3 2026 Oct 22, 2026
Diversified Trust Co History No change 30,745 1,063 0.02% 0.02% 137 0 0.0% Q2 2026 Jul 17, 2026
KLP KAPITALFORVALTNING AS History No change 29,200 1,015 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History No change 29,330 1,014 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 28,906 1,000 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 28,851 998 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 31,133 988 0.0% 0.01% 142 -82 -0.26% Q3 2026 Nov 03, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Added to 30,563 970 0.0% 0.0% 143 +100 0.33% Q3 2026 Oct 27, 2026
Kingsview Wealth Management, LLC History No change 27,266 943 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 18, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 26,500 917 0.02% 0.02% 145 0 0.0% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History No change 26,498 916 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 25,295 875 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 10, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 25,183 871 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 12, 2026
Atom Investors LP History No change 25,034 866 0.08% 0.08% 149 0 0.0% Q2 2026 Aug 14, 2026
Callahan Advisors, LLC History No change 24,870 860 0.06% 0.06% 150 0 0.0% Q2 2026 Aug 03, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 27,051 858 0.01% 0.01% 151 +100 0.37% Q3 2026 Oct 29, 2026
Lummis Asset Management, LP History No change 24,645 856 0.51% 0.51% 152 0 0.0% Q2 2026 Aug 03, 2026
Austin Asset Management Co Inc History Reduced 26,818 851 0.11% 0.16% 153 -5,780 -17.73% Q3 2026 Oct 28, 2026
PRUDENTIAL FINANCIAL INC History No change 24,547 849 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Added to 26,213 832 0.0% 0.0% 155 +2,543 10.74% Q3 2026 Nov 02, 2026
DekaBank Deutsche Girozentrale History New 25,539 805 0.0% — 156 +25,539 New Q3 2026 Oct 27, 2026
1900 WEALTH MANAGEMENT LLC History Added to 24,264 770 0.04% 0.05% 157 +482 2.03% Q3 2026 Oct 13, 2026
Inspire Investing, LLC History Added to 24,211 768 0.03% 0.03% 158 +441 1.86% Q3 2026 Oct 22, 2026
Pictet Asset Management Holding SA History No change 21,734 689 0.0% 0.0% 159 0 0.0% Q3 2026 Nov 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 19,265 666 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 19,164 663 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 22, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 20,739 661 0.01% 0.01% 162 +4,680 29.14% Q3 2026 Oct 23, 2026
Tidal Investments LLC History No change 18,580 642 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Berger Financial Group, Inc History No change 17,360 600 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 04, 2026
XPONANCE LLC History Reduced 18,829 597 0.0% 0.0% 166 -870 -4.42% Q3 2026 Nov 03, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 17,277 597 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Bleakley Financial Group, LLC History No change 17,068 590 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 05, 2026
Ameritas Advisory Services, LLC History No change 16,724 578 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History Reduced 17,951 569 0.01% 0.01% 169 -1,319 -6.84% Q3 2026 Oct 15, 2026
OSAIC HOLDINGS, INC. History No change 16,161 559 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Legato Capital Management LLC History No change 15,677 542 0.04% 0.04% 171 0 0.0% Q2 2026 Aug 06, 2026
MIRABELLA FINANCIAL SERVICES LLP History No change 15,643 541 0.05% 0.05% 172 0 0.0% Q2 2026 Jul 31, 2026
Cetera Investment Advisers History No change 15,286 528 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 15,244 527 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 10, 2026
Avidian Wealth Enterprises, LLC History Added to 16,410 520 0.01% 0.02% 175 +172 1.06% Q3 2026 Oct 08, 2026
QUADRANT CAPITAL GROUP LLC History Added to 16,588 511 0.01% 0.02% 176 +558 3.48% Q3 2026 Oct 20, 2026
Pacer Advisors, Inc. History No change 14,676 508 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
DRW Securities, LLC History No change 14,475 500 0.01% 0.01% 178 0 0.0% Q2 2026 Aug 14, 2026
Inscription Capital, LLC History Added to 15,440 490 0.05% 0.05% 179 +192 1.26% Q3 2026 Nov 02, 2026
Paragon Advisors, LLC History Added to 15,437 489 0.09% 0.09% 180 +3,188 26.03% Q3 2026 Nov 03, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 14,035 485 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
EntryPoint Capital, LLC History No change 13,922 481 0.12% 0.12% 182 0 0.0% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History No change 13,671 473 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 13,139 454 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 13, 2026
Tyche Wealth Partners LLC History No change 12,710 439 0.06% 0.06% 185 0 0.0% Q2 2026 Aug 06, 2026
BANK OF MONTREAL /CAN/ History No change 12,275 424 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
Ballentine Partners, LLC History No change 11,973 414 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 17, 2026
StoneX Group Inc. History New 11,991 405 0.01% — 188 +11,991 New Q3 2026 Nov 03, 2026
Vise Technologies, Inc. History Reduced 12,669 402 0.0% 0.01% 189 -1,245 -8.95% Q3 2026 Oct 28, 2026
Sivia Capital Partners, LLC History No change 11,044 382 0.05% 0.05% 190 0 0.0% Q2 2026 Jul 23, 2026
Tower Research Capital LLC (TRC) History No change 10,961 379 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 11, 2026
S&A Financial Services, Inc. History No change 11,950 379 0.23% 0.25% 192 0 0.0% Q3 2026 Nov 02, 2026
STRS OHIO History Added to 11,800 374 0.0% 0.0% 193 +3,700 45.68% Q3 2026 Oct 30, 2026
Callan Family Office, LLC History No change 10,563 365 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 11, 2026
Aspen Wealth Management LLC History No change 11,411 364 0.06% 0.07% 195 0 0.0% Q3 2026 Oct 14, 2026
INCEPTIONR LLC History No change 10,412 360 0.09% 0.09% 196 0 0.0% Q2 2026 Aug 10, 2026
Smith Group Asset Management, LLC History Added to 11,204 355 0.02% 0.02% 197 +177 1.61% Q3 2026 Oct 27, 2026
&PARTNERS History No change 9,987 345 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
Smartleaf Asset Management LLC History No change 9,974 343 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 9,606 339 0.01% 0.01% 200 0 0.0% Q2 2026 Jul 23, 2026
CIBC Bancorp USA Inc. History No change 9,806 339 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 13, 2026
Brevan Howard Capital Management LP History No change 9,632 333 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 9,468 327 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 9,420 326 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 9,285 321 0.01% 0.01% 205 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History Reduced 10,034 318 0.0% 0.0% 206 -588 -5.54% Q3 2026 Oct 15, 2026
West Family Investments, Inc. History No change 9,169 317 0.09% 0.09% 207 0 0.0% Q2 2026 Aug 10, 2026
One Capital Management, LLC History No change 10,601 312 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 13, 2026
TFC Financial Management, Inc. History Reduced 9,798 311 0.03% 0.04% 209 -1,343 -12.05% Q3 2026 Oct 26, 2026
Mutual Advisors, LLC History No change 8,896 307 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History Added to 9,602 304 0.0% 0.01% 211 +268 2.87% Q3 2026 Oct 22, 2026
Curi Capital, LLC History No change 8,636 300 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 8,662 299 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 06, 2026
Odyssean, LLC History No change 8,650 299 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 8,441 292 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 10, 2026
Rydar Equities, Inc. History Added to 9,279 291 0.15% 0.18% 216 +61 0.66% Q3 2026 Oct 13, 2026
Allworth Financial LP History No change 8,369 289 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 11, 2026
Adams Asset Advisors, LLC History No change 8,760 278 0.03% 0.03% 218 0 0.0% Q3 2026 Oct 08, 2026
Swiss Life Asset Management Ltd History Added to 8,697 276 0.0% 0.0% 220 +277 3.29% Q3 2026 Nov 03, 2026
Dakota Wealth Management History No change 7,996 276 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 07, 2026
BRIGHTON JONES LLC History Added to 8,637 274 0.0% 0.01% 221 +438 5.34% Q3 2026 Nov 03, 2026
Arax Advisory Partners History No change 7,905 273 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 10, 2026
XTX Topco Ltd History No change 7,590 262 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 14, 2026
Jain Global LLC History No change 7,569 261 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 14, 2026
Inspire Advisors, LLC History No change 7,483 259 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History No change 8,100 257 0.0% 0.0% 226 0 0.0% Q3 2026 Oct 28, 2026
PROFUND ADVISORS LLC History Reduced 8,073 256 0.01% 0.01% 227 -349 -4.14% Q3 2026 Oct 28, 2026
Vident Advisory, LLC History No change 7,407 256 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 12, 2026
MCDANIEL TERRY & CO History No change 7,336 253 0.02% 0.02% 229 0 0.0% Q2 2026 Jul 30, 2026
Jump Financial, LLC History No change 7,307 252 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History Reduced 7,869 249 0.0% 0.0% 232 -290 -3.55% Q3 2026 Oct 21, 2026
GUGGENHEIM CAPITAL LLC History No change 7,215 249 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History Added to 7,792 247 0.01% 0.01% 233 +2,883 58.73% Q3 2026 Oct 08, 2026
TERRIL BROTHERS, INC. History No change 7,000 242 0.06% 0.06% 234 0 0.0% Q2 2026 Jul 24, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 7,005 242 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 11, 2026
Michels Family Financial, LLC History Added to 7,583 240 0.15% 0.17% 237 +47 0.62% Q3 2026 Nov 02, 2026
WEALTH ALLIANCE, LLC History No change 6,938 240 0.02% 0.02% 236 0 0.0% Q2 2026 Aug 11, 2026
Gibbs Wealth Management History Reduced 7,544 239 0.03% 0.03% 239 -668 -8.13% Q3 2026 Oct 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,933 239 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History Added to 8,276 238 0.0% 0.0% 240 +1,120 15.65% Q3 2026 Oct 23, 2026
AXQ CAPITAL, LP History No change 6,903 238 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 06, 2026
J. Team Financial, Inc. History Added to 7,481 237 0.21% 0.25% 242 +6 0.08% Q3 2026 Nov 03, 2026
Ethic Inc. History Added to 7,350 233 0.0% 0.0% 243 +1,199 19.49% Q3 2026 Nov 03, 2026
Ensign Peak Advisors, Inc History No change 6,732 232 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 14, 2026
Semanteon Capital Management, LP History No change 6,729 232 1.05% 1.05% 245 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History Added to 7,042 223 0.0% 0.0% 246 +710 11.21% Q3 2026 Oct 23, 2026
DnB Asset Management AS History No change 6,429 222 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 11, 2026
VISTA FINANCE, LLC History No change 6,752 214 0.11% 0.13% 248 0 0.0% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 5,888 204 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
FEDERATED HERMES, INC. History No change 5,888 203 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
Crewe Advisors LLC History No change 4,845 167 0.01% 0.01% 251 0 0.0% Q2 2026 Jul 23, 2026
KBC Group NV History Added to 5,239 166 0.0% 0.0% 252 +1,312 33.41% Q3 2026 Oct 22, 2026
Versant Capital Management, Inc History Added to 4,926 156 0.01% 0.01% 253 +1,102 28.82% Q3 2026 Oct 01, 2026
EverSource Wealth Advisors, LLC History No change 4,302 148 0.0% 0.0% 254 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 3,501 121 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History Added to 3,485 110 0.0% 0.0% 256 +1,825 109.94% Q3 2026 Oct 22, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 3,424 108 0.0% 0.0% 257 0 0.0% Q3 2026 Oct 28, 2026
Nykredit A/S History No change 2,811 97 0.0% 0.0% 258 0 0.0% Q2 2026 Sep 08, 2026
Quantum Portfolio Management LLC History No change 2,786 96 0.03% 0.03% 259 0 0.0% Q2 2026 Aug 14, 2026
UMB Bank, n.a. History No change 2,458 85 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 13, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 2,509 79 0.01% 0.01% 261 0 0.0% Q3 2026 Oct 13, 2026
Parallel Advisors, LLC History Added to 2,461 78 0.0% 0.0% 262 +371 17.75% Q3 2026 Nov 03, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 2,451 77 0.0% 0.0% 263 -315 -11.39% Q3 2026 Oct 28, 2026
HUNTINGTON NATIONAL BANK History No change 2,166 74 0.0% 0.0% 264 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History Added to 2,327 73 0.0% 0.0% 265 +70 3.1% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 2,232 71 0.0% 0.0% 266 +556 33.17% Q3 2026 Oct 20, 2026
Financial Management Professionals, Inc. History No change 2,128 68 0.01% 0.01% 267 0 0.0% Q3 2026 Oct 23, 2026
Steward Partners Investment Advisory, LLC History No change 1,965 67 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 13, 2026
BNP Paribas Asset Management Holding S.A. History No change 1,782 61 0.0% 0.0% 269 0 0.0% Q2 2026 Aug 12, 2026
IFP Advisors, Inc History Added to 1,775 56 0.0% 0.0% 270 +21 1.2% Q3 2026 Oct 16, 2026
Geneos Wealth Management Inc. History No change 1,600 55 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 06, 2026
Covestor Ltd History Reduced 1,678 53 0.03% 0.04% 272 -357 -17.54% Q3 2026 Oct 30, 2026
HHM Wealth Advisors, LLC History No change 1,401 48 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 13, 2026
Institute for Wealth Management, LLC. History No change 1,306 45 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History Reduced 1,410 44 0.0% 0.0% 275 -39 -2.69% Q3 2026 Oct 21, 2026
EMERALD ADVISERS, LLC History No change 1,157 40 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 1,104 38 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 17, 2026
Optiver Holding B.V. History No change 1,115 38 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
First Command Advisory Services, Inc. History No change 1,048 36 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 10, 2026
Root Financial Partners, LLC History New 1,070 33 0.0% — 280 +1,070 New Q3 2026 Oct 21, 2026
Bayforest Capital Ltd History Reduced 1,029 32 0.05% 0.12% 281 -2,828 -73.32% Q3 2026 Nov 03, 2026
Olistico Wealth, LLC History No change 989 31 0.01% 0.01% 282 0 0.0% Q3 2026 Oct 05, 2026
Kemnay Advisory Services Inc. History No change 859 29 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 14, 2026
Corsicana & Co. History No change 796 27 0.01% 0.01% 284 0 0.0% Q2 2026 Jul 24, 2026
MATHER GROUP, LLC. History New 803 25 0.0% — 286 +803 New Q3 2026 Oct 14, 2026
Ares Financial Consulting, LLC History No change 792 25 0.02% 0.02% 285 0 0.0% Q3 2026 Oct 19, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 716 23 0.0% 0.0% 287 -10 -1.38% Q3 2026 Oct 22, 2026
Provenance Wealth Advisors, LLC History New 680 21 0.0% — 288 +680 New Q3 2026 Oct 30, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 635 20 0.01% 0.01% 289 0 0.0% Q3 2026 Oct 07, 2026
SJS Investment Consulting Inc. History Added to 579 18 0.0% 0.0% 292 +82 16.5% Q3 2026 Oct 26, 2026
Clearstead Advisors, LLC History No change 525 18 0.0% 0.0% 290 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 530 18 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 06, 2026
True Wealth Design, LLC History Reduced 505 16 0.0% 0.0% 293 -49 -8.84% Q3 2026 Oct 13, 2026
Kilter Group LLC History No change 439 15 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History Added to 409 12 0.01% 0.01% 296 +19 4.87% Q3 2026 Oct 14, 2026
WPG Advisers, LLC History Added to 394 12 0.01% 0.01% 295 +9 2.34% Q3 2026 Oct 27, 2026
Physician Wealth Advisors, Inc. History Added to 373 11 0.0% 0.0% 298 +87 30.42% Q3 2026 Oct 20, 2026
Parkside Financial Bank & Trust History Added to 372 11 0.0% 0.0% 297 +69 22.77% Q3 2026 Oct 27, 2026
Basecamp Wealth Advisors LLC History No change 329 11 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 331 10 0.0% 0.0% 301 -24 -6.76% Q3 2026 Oct 05, 2026
BROWN BROTHERS HARRIMAN & CO History No change 300 10 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 12, 2026
Cedar Mountain Advisors, LLC History No change 323 10 0.0% 0.0% 302 0 0.0% Q3 2026 Oct 15, 2026
Quent Capital, LLC History No change 304 10 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 07, 2026
Mosley Wealth Management History No change 286 9 0.0% 0.0% 304 0 0.0% Q3 2026 Oct 16, 2026
LRI Investments, LLC History No change 269 9 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 14, 2026
BESSEMER GROUP INC History No change 240 8 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 12, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 238 8 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 12, 2026
FINANCIAL CONSULATE, INC History No change 240 7 0.0% 0.0% 308 0 0.0% Q3 2026 Oct 23, 2026
Ascentis Independent Advisors History New 210 6 0.0% — 311 +210 New Q3 2026 Nov 03, 2026
FNY Investment Advisers, LLC History No change 200 6 0.0% 0.0% 309 0 0.0% Q3 2026 Oct 16, 2026
CVA Family Office, LLC History No change 185 6 0.0% 0.0% 310 0 0.0% Q2 2026 Aug 07, 2026
GK Wealth Management LLC History New 159 5 0.0% — 315 +159 New Q3 2026 Oct 09, 2026
Oakworth Capital, Inc. History No change 164 5 0.0% 0.0% 312 0 0.0% Q3 2026 Oct 26, 2026
Federation des caisses Desjardins du Quebec History No change 158 5 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 159 5 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 136 4 0.0% — 318 +136 New Q3 2026 Oct 15, 2026
Bell Investment Advisors, Inc History Added to 154 4 0.0% 0.0% 316 +15 10.79% Q3 2026 Oct 28, 2026
ENTRUST FINANCIAL LLC History No change 130 4 0.0% 0.0% 317 0 0.0% Q2 2026 Jul 20, 2026
Fortitude Family Office, LLC History Added to 107 3 0.0% 0.0% 323 +8 8.08% Q3 2026 Oct 14, 2026
DANSKE BANK A/S History No change 100 3 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 10, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 110 3 0.0% 0.0% 320 0 0.0% Q3 2026 Oct 22, 2026
Plante Moran Financial Advisors, LLC History No change 100 3 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 06, 2026
Pinnacle Wealth Planning Services, Inc. History No change 110 3 0.0% 0.0% 322 0 0.0% Q3 2026 Oct 27, 2026
Quarry LP History No change 115 3 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 14, 2026
JPL Wealth Management, LLC History No change 110 3 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
Rialto Wealth Management, LLC History No change 110 3 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 99 3 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 13, 2026
Creative Capital Management Investments LLC History Added to 89 2 0.0% 0.0% 333 +45 102.27% Q3 2026 Oct 27, 2026
HARBOUR INVESTMENTS, INC. History No change 60 2 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 60 2 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 13, 2026
Marquette Asset Management, LLC History No change 76 2 0.0% 0.0% 330 0 0.0% Q3 2026 Oct 09, 2026
TD Capital Management LLC History No change 69 2 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 06, 2026
JFS WEALTH ADVISORS, LLC History No change 74 2 0.0% 0.0% 332 0 0.0% Q3 2026 Nov 03, 2026
Ascentis Wealth Management, LLC History New 36 1 0.0% — 339 +36 New Q3 2026 Nov 03, 2026
SIMPLEX TRADING, LLC History No change 50 1 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisors, Ltd. LLC History No change 34 1 0.0% 0.0% 335 0 0.0% Q3 2026 Oct 27, 2026
Larson Financial Group LLC History No change 37 1 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
Avion Wealth History No change 52 1 0.0% 0.0% 337 0 0.0% Q2 2026 Jul 31, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 57 1 0.0% 0.0% 338 0 0.0% Q2 2026 Aug 13, 2026
HOURGLASS CAPITAL, LLC History Closed out 0 0 — 0.27% — -40,000 -100.0% Q3 2026 Oct 23, 2026
CULLEN/FROST BANKERS, INC. History Closed out 0 0 — 0.01% — -32,054 -100.0% Q3 2026 Oct 28, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.01% — -27,905 -100.0% Q3 2026 Oct 15, 2026
Symphony Financial, Ltd. Co. History Closed out 0 0 — 0.04% — -11,101 -100.0% Q3 2026 Oct 22, 2026
Chicago Partners Investment Group LLC History Closed out 0 0 — 0.0% — -6,421 -100.0% Q3 2026 Oct 26, 2026
Briaud Financial Planning Inc History Closed out 0 0 — 0.05% — -5,876 -100.0% Q3 2026 Oct 20, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History Closed out 0 0 — 0.0% — -112 -100.0% Q3 2026 Oct 14, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.0% — -50 -100.0% Q3 2026 Oct 07, 2026
Activest Wealth Management History Reduced 10 0 — 0.0% — -43 -81.13% Q3 2026 Oct 15, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2026 Oct 21, 2026
Elyxium Wealth, LLC History New 23 0 — — — +23 New Q3 2026 Oct 27, 2026
Fairway Wealth LLC History New 19 0 — — — +19 New Q3 2026 Oct 30, 2026
Bay Harbor Wealth Management, LLC History Added to 24 0 — — — +6 33.33% Q3 2026 Nov 03, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — — — -5 -100.0% Q3 2026 Oct 15, 2026
Manchester Capital Management LLC History New 4 0 — — — +4 New Q3 2026 Oct 22, 2026
Caitong International Asset Management Co., Ltd History Added to 23 0 — — — +2 9.52% Q3 2026 Oct 29, 2026
DecisionPoint Financial, LLC History Added to 5 0 — — — +1 25.0% Q3 2026 Oct 27, 2026
Signature Resources Capital Management, LLC History New 1 0 — — — +1 New Q3 2026 Oct 16, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 26 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
GHP Investment Advisors, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
Quaker Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q3 2026 Oct 22, 2026
SHP Wealth Management History No change 15 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
Dunhill Financial, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
DiNuzzo Private Wealth, Inc. History No change 21 0 — — — 0 0.0% Q3 2026 Oct 15, 2026
American Capital Advisory, LLC History No change 18 0 — — — 0 0.0% Q3 2026 Oct 28, 2026
Principia Wealth Advisory, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 26, 2026
Navigoe, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
HFM Investment Advisors, LLC History No change 13 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
Planning Strategies Inc. History No change 4 0 — — — 0 0.0% Q3 2026 Oct 02, 2026
James T. Borello RIA History No change 3 0 — — — 0 0.0% Q3 2026 Oct 16, 2026