HONDA MOTOR CO LTD - HMC
Detailed investor-level table based on 13F positions.
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 7,820,515 | 212,014 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 4,042,521 | 109,592 | 1.94% | 1.94% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,202,135 | 86,809 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,910,471 | 78,902 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,655,980 | 72,003 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,099,705 | 56,923 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,891,618 | 51,281 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,861,059 | 50,453 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 1,520,344 | 41,216 | 5.91% | 5.91% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,233,848 | 38,989 | 0.01% | 0.01% | 10 | +12,670 | 1.04% | Q3 2026 | Nov 04, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 1,412,621 | 38,296 | 0.27% | 0.27% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 1,228,033 | 33,291 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,224,370 | 33,192 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,166,867 | 31,633 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,065,605 | 28,888 | 0.05% | 0.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,055,372 | 28,611 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 996,668 | 27,019 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 942,435 | 25,549 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 857,067 | 23,235 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 648,136 | 17,681 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | No change | 502,134 | 13,612 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 487,500 | 13,216 | 0.25% | 0.25% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 426,189 | 11,553 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 411,983 | 11,168 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 407,404 | 11,044 | 0.05% | 0.05% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 317,396 | 10,029 | 0.01% | 0.0% | 26 | +40,115 | 14.47% | Q3 2026 | Nov 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 322,214 | 8,735 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 314,625 | 8,529 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 305,454 | 8,280 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 284,372 | 7,709 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 279,379 | 7,573 | 0.28% | 0.28% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 272,034 | 7,374 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 267,471 | 7,251 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 262,231 | 7,109 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XY Capital Ltd | History | No change | 259,383 | 7,031 | 6.78% | 6.78% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 245,883 | 6,665 | 0.11% | 0.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 190,792 | 6,029 | 0.84% | 0.71% | 37 | -657 | -0.34% | Q3 2026 | Oct 13, 2026 |
| Addenda Capital Inc. | History | No change | 179,400 | 5,669 | 0.15% | 0.13% | 38 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Auto-Owners Insurance Co | History | No change | 168,150 | 5,313 | 0.17% | 0.1% | 39 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| DRW Securities, LLC | History | No change | 193,719 | 5,251 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 183,074 | 4,963 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 150,167 | 4,745 | 0.06% | 0.06% | 42 | -9,480 | -5.94% | Q3 2026 | Oct 21, 2026 |
| STATE STREET CORP | History | No change | 172,691 | 4,685 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SEI INVESTMENTS CO | History | No change | 170,399 | 4,619 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 163,121 | 4,422 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 160,383 | 4,347 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 158,664 | 4,301 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 134,957 | 3,658 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 131,446 | 3,563 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Capital LLC | History | No change | 130,859 | 3,547 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 130,693 | 3,543 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 124,400 | 3,372 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 122,816 | 3,329 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 122,442 | 3,319 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 99,257 | 3,136 | 0.03% | 0.02% | 55 | +18,142 | 22.37% | Q3 2026 | Oct 28, 2026 |
| XTX Topco Ltd | History | No change | 115,266 | 3,124 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 113,563 | 3,078 | 0.2% | 0.2% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 107,616 | 2,917 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 107,211 | 2,906 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 103,443 | 2,804 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 99,915 | 2,709 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LMR Partners LLP | History | No change | 98,867 | 2,680 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 96,827 | 2,624 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Graham Capital Management, L.P. | History | No change | 96,302 | 2,610 | 0.05% | 0.05% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 94,790 | 2,569 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 94,195 | 2,553 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 90,147 | 2,443 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 89,900 | 2,437 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 88,161 | 2,390 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 74,007 | 2,338 | 0.0% | 0.0% | 70 | -10,853 | -12.79% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 84,993 | 2,304 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 72,335 | 2,285 | 0.1% | 0.09% | 72 | -450 | -0.62% | Q3 2026 | Oct 26, 2026 |
| BTC Capital Management, Inc. | History | No change | 80,919 | 2,193 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ABC ARBITRAGE SA | History | Added to | 68,645 | 2,169 | 0.21% | 0.14% | 74 | +20,165 | 41.59% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 78,346 | 2,123 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Reduced | 64,405 | 2,035 | 0.0% | 0.01% | 76 | -96,396 | -59.95% | Q3 2026 | Oct 21, 2026 |
| GTS SECURITIES LLC | History | No change | 73,475 | 1,991 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 73,315 | 1,987 | 0.19% | 0.19% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 62,327 | 1,969 | 0.43% | 0.37% | 79 | -21 | -0.03% | Q3 2026 | Oct 08, 2026 |
| Polymer Capital Management (HK) LTD | History | No change | 72,000 | 1,951 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 71,686 | 1,943 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IPG Investment Advisors LLC | History | No change | 60,645 | 1,916 | 0.27% | 0.24% | 82 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 70,357 | 1,907 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | Added to | 59,394 | 1,876 | 0.0% | 0.0% | 84 | +50,165 | 543.56% | Q3 2026 | Nov 04, 2026 |
| Cerity Partners LLC | History | No change | 65,908 | 1,786 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 62,291 | 1,688 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 61,936 | 1,679 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 52,876 | 1,671 | 0.01% | 0.01% | 88 | -755 | -1.41% | Q3 2026 | Oct 26, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 59,524 | 1,613 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 47,884 | 1,595 | 0.04% | 0.04% | 90 | +239 | 0.5% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 50,197 | 1,586 | 0.0% | 0.0% | 91 | -8,335 | -14.24% | Q3 2026 | Nov 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 57,367 | 1,555 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 54,121 | 1,467 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 53,844 | 1,459 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 52,013 | 1,410 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LVW Advisors, LLC | History | Added to | 42,308 | 1,336 | 0.11% | 0.08% | 96 | +9,071 | 27.29% | Q3 2026 | Oct 19, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 48,067 | 1,303 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 47,839 | 1,296 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 47,625 | 1,291 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hudson Portfolio Management LLC | History | No change | 47,440 | 1,286 | 0.97% | 0.97% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 44,773 | 1,213 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 38,203 | 1,207 | 0.03% | 0.03% | 102 | -23,580 | -38.17% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 37,034 | 1,170 | 0.0% | 0.0% | 103 | +25,427 | 219.07% | Q3 2026 | Nov 04, 2026 |
| Bank of New York Mellon Corp | History | No change | 42,037 | 1,139 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 35,558 | 1,123 | 0.0% | 0.0% | 105 | +2,795 | 8.53% | Q3 2026 | Nov 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 35,508 | 1,122 | 0.01% | 0.01% | 106 | +2,342 | 7.06% | Q3 2026 | Oct 23, 2026 |
| Ethic Inc. | History | Reduced | 35,487 | 1,121 | 0.01% | 0.02% | 107 | -33,920 | -48.87% | Q3 2026 | Nov 03, 2026 |
| Persium Advisors, LLC | History | Added to | 35,438 | 1,119 | 0.59% | 0.61% | 108 | +729 | 2.1% | Q3 2026 | Oct 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 34,517 | 1,090 | 0.05% | 0.04% | 109 | +8,610 | 33.23% | Q3 2026 | Oct 20, 2026 |
| Harrington Investments, INC | History | Reduced | 34,208 | 1,080 | 0.52% | 0.45% | 110 | -285 | -0.83% | Q3 2026 | Oct 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,772 | 1,078 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 33,983 | 1,073 | 0.02% | 0.02% | 112 | -1,908 | -5.32% | Q3 2026 | Oct 23, 2026 |
| Gibbs Wealth Management | History | Added to | 33,932 | 1,072 | 0.11% | 0.1% | 113 | +4,544 | 15.46% | Q3 2026 | Oct 22, 2026 |
| HITE Hedge Asset Management LLC | History | No change | 39,306 | 1,065 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOSTER & MOTLEY INC | History | No change | 37,461 | 1,016 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 31,981 | 1,010 | 0.02% | 0.02% | 116 | -32 | -0.1% | Q3 2026 | Nov 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 36,922 | 1,000 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 36,242 | 982 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Engineers Gate Manager LP | History | No change | 35,520 | 962 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bleakley Financial Group, LLC | History | No change | 35,390 | 959 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Naviter Wealth, LLC | History | No change | 34,985 | 948 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 34,111 | 924 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 33,897 | 918 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 33,802 | 916 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34,121 | 915 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,123 | 880 | 0.0% | 0.0% | 126 | +6,587 | 32.08% | Q3 2026 | Oct 13, 2026 |
| Investors Research Corp | History | Reduced | 27,133 | 857 | 0.15% | 0.13% | 127 | -200 | -0.73% | Q3 2026 | Oct 07, 2026 |
| Investment Research Partners LLC | History | Added to | 26,558 | 839 | 0.28% | 0.24% | 128 | +223 | 0.85% | Q3 2026 | Oct 19, 2026 |
| RHUMBLINE ADVISERS | History | No change | 30,520 | 827 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Plan A Wealth LLC | History | Added to | 24,858 | 785 | 0.28% | 0.28% | 130 | +398 | 1.63% | Q3 2026 | Oct 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 24,123 | 762 | 0.01% | 0.01% | 131 | +7,227 | 42.77% | Q3 2026 | Oct 27, 2026 |
| Focus Partners Wealth | History | No change | 28,044 | 760 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abel Hall, LLC | History | Added to | 23,848 | 753 | 0.14% | 0.11% | 133 | +718 | 3.1% | Q3 2026 | Oct 19, 2026 |
| Sivia Capital Partners, LLC | History | No change | 27,526 | 746 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | Added to | 22,827 | 721 | 0.0% | 0.0% | 135 | +4,738 | 26.19% | Q3 2026 | Nov 04, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 22,570 | 713 | 0.22% | 0.19% | 136 | -400 | -1.74% | Q3 2026 | Oct 19, 2026 |
| Manske Wealth Management | History | Added to | 22,453 | 709 | 0.17% | 0.14% | 137 | +1,763 | 8.52% | Q3 2026 | Oct 26, 2026 |
| DLD Asset Management, LP | History | No change | 26,029 | 705 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | Added to | 21,927 | 692 | 0.01% | 0.01% | 139 | +1,097 | 5.27% | Q3 2026 | Oct 28, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 21,074 | 665 | 0.01% | 0.01% | 140 | -137 | -0.65% | Q3 2026 | Oct 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,952 | 649 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mutual Advisors, LLC | History | No change | 22,427 | 607 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,320 | 605 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 18,391 | 581 | 0.11% | 0.2% | 145 | -18,939 | -50.73% | Q3 2026 | Oct 26, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 21,437 | 581 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 17,925 | 566 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 17,891 | 565 | 0.04% | 0.03% | 147 | +467 | 2.68% | Q3 2026 | Oct 26, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 16,438 | 559 | 0.01% | 0.01% | 148 | -15,399 | -48.37% | Q3 2026 | Oct 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,660 | 554 | 0.0% | 0.0% | 149 | +2,830 | 19.08% | Q3 2026 | Nov 04, 2026 |
| EARNEST PARTNERS LLC | History | No change | 20,421 | 553 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 17,488 | 552 | 0.03% | 0.02% | 151 | +2,117 | 13.77% | Q3 2026 | Oct 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,402 | 549 | 0.0% | 0.0% | 152 | +4,261 | 32.43% | Q3 2026 | Nov 02, 2026 |
| Empowered Funds, LLC | History | No change | 20,011 | 542 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 19,641 | 532 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Hedges Asset Management LLC | History | Reduced | 16,600 | 524 | 0.36% | 0.3% | 155 | -200 | -1.19% | Q3 2026 | Oct 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 16,220 | 512 | 0.04% | 0.04% | 156 | +798 | 5.17% | Q3 2026 | Oct 01, 2026 |
| Summit Trail Advisors, LLC | History | No change | 18,821 | 510 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 18,763 | 508 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,600 | 504 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 18,341 | 497 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Holdings Securities, Inc. | History | New | 14,226 | 487 | 0.03% | — | 161 | +14,226 | New | Q3 2026 | Nov 03, 2026 |
| SIH Partners, LLLP | History | No change | 17,398 | 471 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Trading LLC | History | No change | 17,300 | 469 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Smartleaf Asset Management LLC | History | No change | 16,893 | 460 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 16,924 | 458 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 16,857 | 456 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Portside Wealth Group, LLC | History | New | 14,210 | 449 | 0.05% | — | 167 | +14,210 | New | Q3 2026 | Oct 20, 2026 |
| Corient Private Wealth LP | History | No change | 15,774 | 427 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| XPONANCE LLC | History | Added to | 12,833 | 405 | 0.0% | 0.0% | 169 | +990 | 8.36% | Q3 2026 | Nov 03, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,815 | 401 | 0.01% | 0.01% | 170 | -956 | -7.49% | Q3 2026 | Nov 04, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 14,817 | 401 | 0.11% | 0.11% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Entropy Technologies, LP | History | No change | 14,702 | 398 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | Reduced | 12,477 | 394 | 0.03% | 0.04% | 174 | -924 | -6.9% | Q3 2026 | Oct 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 14,563 | 394 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballentine Partners, LLC | History | No change | 14,174 | 384 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 11,999 | 379 | 0.01% | 0.08% | 176 | -150,413 | -92.61% | Q3 2026 | Nov 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 11,822 | 374 | 0.01% | 0.01% | 177 | -1,274 | -9.73% | Q3 2026 | Oct 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 11,727 | 370 | 0.0% | 0.0% | 178 | +1,083 | 10.17% | Q3 2026 | Nov 03, 2026 |
| Blueshift Asset Management, LLC | History | No change | 13,466 | 365 | 0.08% | 0.08% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 15,251 | 349 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,759 | 345 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 12,712 | 344 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 12,632 | 342 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 12,570 | 340 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,664 | 336 | 0.0% | 0.0% | 185 | -693 | -6.1% | Q3 2026 | Oct 30, 2026 |
| Trust Point Inc. | History | Added to | 10,372 | 327 | 0.02% | 0.02% | 186 | +619 | 6.35% | Q3 2026 | Oct 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 10,320 | 326 | 0.03% | 0.03% | 187 | -415 | -3.87% | Q3 2026 | Nov 03, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 9,527 | 324 | 0.0% | 0.0% | 188 | +2,589 | 37.32% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 9,527 | 324 | 0.0% | 0.0% | 189 | +2,589 | 37.32% | Q3 2026 | Oct 20, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 10,230 | 323 | 0.08% | 0.07% | 190 | +292 | 2.94% | Q3 2026 | Oct 19, 2026 |
| Summit Global Investments | History | Added to | 10,164 | 321 | 0.02% | 0.01% | 191 | +695 | 7.34% | Q3 2026 | Oct 28, 2026 |
| 626 Financial, LLC | History | No change | 10,037 | 317 | 0.12% | 0.11% | 192 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Axxion S.A. | History | No change | 10,000 | 316 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,945 | 314 | 0.0% | 0.0% | 194 | +2,457 | 32.81% | Q3 2026 | Oct 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 9,843 | 311 | 0.01% | 0.01% | 195 | +1,603 | 19.45% | Q3 2026 | Oct 23, 2026 |
| Trek Financial, LLC | History | Reduced | 9,749 | 308 | 0.01% | 0.01% | 196 | -648 | -6.23% | Q3 2026 | Oct 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 9,463 | 299 | 0.01% | 0.01% | 197 | -183 | -1.9% | Q3 2026 | Nov 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 11,003 | 298 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 9,229 | 291 | 0.03% | — | 199 | +9,229 | New | Q3 2026 | Nov 05, 2026 |
| Cetera Trust Company, N.A | History | No change | 10,625 | 288 | 0.14% | 0.14% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | No change | 10,612 | 287 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 10,318 | 279 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 9,937 | 269 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Affirmative Financial Network | History | New | 8,451 | 267 | 0.06% | — | 205 | +8,451 | New | Q3 2026 | Oct 21, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 8,463 | 267 | 0.22% | 0.21% | 204 | -5,289 | -38.46% | Q3 2026 | Oct 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,311 | 263 | 0.0% | 0.0% | 206 | -3,325 | -28.58% | Q3 2026 | Nov 02, 2026 |
| Ascent Group, LLC | History | New | 8,289 | 261 | 0.01% | — | 207 | +8,289 | New | Q3 2026 | Oct 30, 2026 |
| McGowan Group Asset Management, Inc. | History | No change | 9,577 | 259 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cooper Financial Group | History | Added to | 8,174 | 258 | 0.02% | 0.02% | 209 | +610 | 8.06% | Q3 2026 | Oct 07, 2026 |
| HUB Investment Partners, LLC | History | New | 8,113 | 256 | 0.0% | — | 211 | +8,113 | New | Q3 2026 | Nov 03, 2026 |
| PDS Planning, Inc | History | Added to | 8,111 | 256 | 0.01% | 0.01% | 210 | +63 | 0.78% | Q3 2026 | Nov 03, 2026 |
| Advisors Asset Management, Inc. | History | No change | 9,381 | 254 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 7,977 | 252 | 0.05% | — | 213 | +7,977 | New | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 9,107 | 246 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 8,986 | 243 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Waverly Advisors, LLC | History | No change | 8,892 | 241 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Centiva Capital, LP | History | No change | 8,874 | 240 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 7,488 | 236 | 0.04% | 0.03% | 218 | +875 | 13.23% | Q3 2026 | Oct 05, 2026 |
| Invesco Ltd. | History | No change | 8,625 | 233 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,482 | 230 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| M&T BANK CORP | History | No change | 8,468 | 229 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KINTRA WEALTH, LLC | History | No change | 7,309 | 228 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| May Hill Capital, LLC | History | New | 7,187 | 227 | 0.04% | — | 223 | +7,187 | New | Q3 2026 | Nov 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 8,350 | 226 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 8,300 | 225 | 0.11% | 0.11% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 8,175 | 222 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Added to | 7,021 | 221 | 0.01% | 0.01% | 227 | +1,336 | 23.5% | Q3 2026 | Oct 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,075 | 218 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 8,067 | 218 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 7,875 | 213 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 7,885 | 213 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 7,713 | 209 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,691 | 208 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Park Place Capital Corp | History | No change | 6,676 | 180 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McMillan Office, Inc. | History | No change | 6,000 | 162 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,755 | 156 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SG Americas Securities, LLC | History | No change | 5,654 | 153 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 5,434 | 152 | 0.17% | 0.17% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,593 | 145 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,091 | 138 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,437 | 120 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,625 | 114 | 0.0% | 0.0% | 242 | -426 | -10.52% | Q3 2026 | Oct 15, 2026 |
| BESSEMER GROUP INC | History | No change | 3,883 | 106 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pflug Koory, LLC | History | No change | 3,113 | 98 | 0.04% | 0.03% | 244 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Bayforest Capital Ltd | History | Added to | 2,945 | 93 | 0.14% | 0.02% | 246 | +2,138 | 264.93% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,961 | 93 | 0.01% | 0.01% | 245 | +99 | 3.46% | Q3 2026 | Oct 27, 2026 |
| Allworth Financial LP | History | No change | 3,374 | 91 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 2,629 | 83 | 0.01% | 0.01% | 248 | +351 | 15.41% | Q3 2026 | Oct 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,971 | 62 | 0.01% | 0.01% | 249 | +166 | 9.2% | Q3 2026 | Oct 23, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,909 | 60 | 0.01% | 0.0% | 250 | +36 | 1.92% | Q3 2026 | Oct 23, 2026 |
| Cromwell Holdings LLC | History | No change | 1,860 | 58 | 0.03% | 0.02% | 251 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,108 | 57 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 2,050 | 55 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 1,714 | 54 | 0.04% | — | 254 | +1,714 | New | Q3 2026 | Oct 14, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 1,612 | 50 | 0.01% | 0.01% | 256 | +46 | 2.94% | Q3 2026 | Oct 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,600 | 50 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Grove Bank & Trust | History | Added to | 1,368 | 43 | 0.0% | 0.0% | 257 | +1 | 0.07% | Q3 2026 | Oct 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,300 | 41 | 0.0% | 0.0% | 258 | +59 | 4.75% | Q3 2026 | Oct 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,166 | 36 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WPG Advisers, LLC | History | Reduced | 1,052 | 33 | 0.02% | 0.02% | 260 | -12 | -1.13% | Q3 2026 | Oct 27, 2026 |
| Larson Financial Group LLC | History | No change | 1,181 | 32 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elequin Capital, LP | History | No change | 1,200 | 32 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NFSG Corp | History | No change | 1,038 | 32 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 969 | 30 | 0.0% | 0.01% | 265 | -2,999 | -75.58% | Q3 2026 | Oct 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 962 | 30 | 0.03% | 0.01% | 266 | +500 | 108.23% | Q3 2026 | Oct 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 952 | 30 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| LRI Investments, LLC | History | No change | 1,108 | 30 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,080 | 29 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,046 | 28 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 866 | 27 | 0.01% | 0.01% | 271 | -250 | -22.4% | Q3 2026 | Nov 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 884 | 27 | 0.0% | 0.0% | 270 | +240 | 37.27% | Q3 2026 | Oct 23, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 869 | 27 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Asset Planning,Inc | History | No change | 865 | 27 | 0.02% | 0.01% | 274 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 827 | 26 | 0.0% | 0.0% | 276 | +221 | 36.47% | Q3 2026 | Oct 28, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 845 | 26 | 0.01% | 0.01% | 277 | +162 | 23.72% | Q3 2026 | Nov 05, 2026 |
| BARCLAYS PLC | History | No change | 969 | 26 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Putney Financial Group LLC | History | New | 801 | 25 | 0.02% | — | 279 | +801 | New | Q3 2026 | Oct 30, 2026 |
| James T. Borello RIA | History | No change | 807 | 25 | 0.01% | 0.0% | 278 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 891 | 24 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 918 | 24 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 720 | 22 | 0.0% | 0.0% | 282 | +171 | 31.15% | Q3 2026 | Oct 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 680 | 21 | 0.01% | 0.0% | 283 | +421 | 162.55% | Q3 2026 | Oct 07, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 640 | 20 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| NBT BANK, N.A. | History | No change | 650 | 20 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| True Wealth Design, LLC | History | Added to | 601 | 18 | 0.0% | 0.0% | 287 | +244 | 68.35% | Q3 2026 | Oct 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 681 | 18 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 690 | 18 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 565 | 17 | 0.0% | — | 292 | +565 | New | Q3 2026 | Oct 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 566 | 17 | 0.0% | 0.0% | 290 | +66 | 13.2% | Q3 2026 | Nov 04, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 557 | 17 | 0.01% | 0.01% | 289 | -4 | -0.71% | Q3 2026 | Oct 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 632 | 17 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 536 | 16 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 625 | 16 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 483 | 15 | 0.0% | 0.0% | 296 | +122 | 33.8% | Q3 2026 | Oct 26, 2026 |
| Costello Asset Management, INC | History | No change | 500 | 15 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 545 | 14 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 417 | 13 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Root Financial Partners, LLC | History | New | 402 | 12 | 0.0% | — | 305 | +402 | New | Q3 2026 | Oct 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 382 | 12 | 0.0% | 0.0% | 300 | +85 | 28.62% | Q3 2026 | Oct 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 394 | 12 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Winch Advisory Services, LLC | History | No change | 472 | 12 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MTM Investment Management, LLC | History | No change | 406 | 12 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | History | No change | 386 | 12 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIRST HORIZON CORP | History | No change | 358 | 11 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 400 | 10 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 392 | 10 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | New | 312 | 9 | 0.0% | — | 313 | +312 | New | Q3 2026 | Oct 20, 2026 |
| West Financial Advisors, LLC | History | New | 286 | 9 | 0.0% | — | 312 | +286 | New | Q3 2026 | Oct 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 342 | 9 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 297 | 9 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Kilter Group LLC | History | No change | 334 | 9 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 263 | 8 | 0.0% | — | 315 | +263 | New | Q3 2026 | Oct 15, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 228 | 7 | 0.0% | — | 320 | +228 | New | Q3 2026 | Oct 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 224 | 7 | 0.0% | 0.0% | 316 | +116 | 107.41% | Q3 2026 | Oct 20, 2026 |
| Signature Equity Partners, LLC | History | Added to | 225 | 7 | 0.0% | 0.0% | 318 | +67 | 42.41% | Q3 2026 | Oct 29, 2026 |
| Caldwell Trust Co | History | No change | 223 | 7 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| EFG International AG | History | No change | 260 | 7 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | New | 218 | 6 | 0.0% | — | 332 | +218 | New | Q3 2026 | Oct 27, 2026 |
| Fortitude Family Office, LLC | History | New | 207 | 6 | 0.0% | — | 330 | +207 | New | Q3 2026 | Oct 14, 2026 |
| Ascentis Wealth Management, LLC | History | New | 202 | 6 | 0.0% | — | 331 | +202 | New | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | New | 200 | 6 | 0.0% | — | 329 | +200 | New | Q3 2026 | Oct 21, 2026 |
| HM PAYSON & CO | History | No change | 231 | 6 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GW&K Investment Management, LLC | History | No change | 204 | 6 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 250 | 6 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 245 | 6 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | No change | 213 | 6 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Rossby Financial, LCC | History | No change | 251 | 6 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 234 | 6 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 228 | 6 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 160 | 5 | 0.0% | 0.0% | 336 | +29 | 22.14% | Q3 2026 | Oct 19, 2026 |
| Key FInancial Inc | History | No change | 183 | 5 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| CVA Family Office, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WealthCollab, LLC | History | No change | 196 | 5 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 207 | 5 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GROUP ONE TRADING LLC | History | No change | 183 | 4 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| North Star Investment Management Corp. | History | No change | 156 | 4 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 129 | 4 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| SHP Wealth Management | History | No change | 160 | 4 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Colonial Trust Co / SC | History | No change | 155 | 4 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JDM Financial Group LLC | History | No change | 151 | 4 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| IFP Advisors, Inc | History | Added to | 110 | 3 | 0.0% | 0.0% | 352 | +13 | 13.4% | Q3 2026 | Oct 16, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 123 | 3 | 0.0% | 0.0% | 350 | -10 | -7.52% | Q3 2026 | Oct 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 112 | 3 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UMB Bank, n.a. | History | No change | 123 | 3 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 117 | 3 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | No change | 120 | 3 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 144 | 3 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IMA Advisory Services, Inc. | History | No change | 133 | 3 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Perspectives, Inc | History | No change | 100 | 3 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 100 | 3 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Elyxium Wealth, LLC | History | New | 94 | 2 | 0.0% | — | 364 | +94 | New | Q3 2026 | Oct 27, 2026 |
| UMB Private Wealth Management, LLC | History | New | 78 | 2 | 0.0% | — | 365 | +78 | New | Q3 2026 | Oct 19, 2026 |
| Ascentis Independent Advisors | History | New | 67 | 2 | 0.0% | — | 363 | +67 | New | Q3 2026 | Nov 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 105 | 2 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 75 | 2 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 87 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CNB Bank | History | No change | 100 | 2 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| American Capital Advisory, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 102 | 2 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Navigoe, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Triumph Capital Management | History | New | 50 | 1 | 0.0% | — | 377 | +50 | New | Q3 2026 | Oct 14, 2026 |
| Breakwater Investment Management | History | Reduced | 32 | 1 | 0.0% | 0.0% | 374 | -47 | -59.49% | Q3 2026 | Oct 20, 2026 |
| Latitude Advisors, LLC | History | New | 42 | 1 | 0.0% | — | 378 | +42 | New | Q3 2026 | Oct 27, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 42 | 1 | 0.0% | — | 379 | +42 | New | Q3 2026 | Oct 13, 2026 |
| Planning Strategies Inc. | History | New | 42 | 1 | 0.0% | — | 380 | +42 | New | Q3 2026 | Oct 02, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 57 | 1 | 0.0% | 0.0% | 371 | -20 | -25.97% | Q3 2026 | Oct 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smithfield Trust Co | History | No change | 34 | 1 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOTCO | History | No change | 45 | 1 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Darwin Wealth Management, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SWAN Capital LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arlington Trust Co LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 37 | 1 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Purpose Unlimited Inc. | History | No change | 70 | 1 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -21,914 | -100.0% | Q3 2026 | Oct 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,371 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Oakworth Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q3 2026 | Oct 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Oct 28, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -415 | -100.0% | Q3 2026 | Oct 26, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q3 2026 | Oct 16, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2026 | Oct 26, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2026 | Oct 13, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 16 | 0 | — | — | — | +16 | New | Q3 2026 | Oct 21, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Essential Partners LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 14, 2026 |
| Trifecta Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q3 2026 | Oct 21, 2026 |
| GODSEY & GIBB, INC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 14, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Center for Financial Planning, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q3 2026 | Oct 26, 2026 |
| Asset Dedication, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2026 | Oct 27, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 09, 2026 |
| Robinswood Financial LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2026 | Oct 20, 2026 |
| Monetary Solutions, Ltd | History | Added to | 15 | 0 | — | — | — | +5 | 50.0% | Q3 2026 | Oct 22, 2026 |
| StrongBox Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q3 2026 | Nov 02, 2026 |
| Leonteq Securities AG | History | New | 1 | 0 | — | — | — | +1 | New | Q3 2026 | Oct 29, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PROFFITT & GOODSON INC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Trust Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Bogart Wealth, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Optiver Holding B.V. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quent Capital, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Abound Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gen-Wealth Partners Inc | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Synergy Investment Management, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Highland Investment Advisors LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |