HONEYWELL AEROSPACE INC - HONA

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 23,762,174 5,253,341 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 20,693,166 4,574,845 0.1% 0.1% 2 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 13,321,170 2,945,044 0.09% 0.09% 3 0 0.0% Q2 2026 Sep 22, 2026
Invesco Ltd. History No change 12,884,435 2,848,490 0.23% 0.23% 4 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 9,286,812 2,053,128 0.11% 0.11% 5 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 8,206,762 1,816,509 0.1% 0.1% 6 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 7,716,131 1,705,882 0.29% 0.29% 7 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 7,533,319 1,665,466 0.08% 0.08% 8 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 7,391,781 1,634,174 0.14% 0.14% 9 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 6,495,690 1,436,067 0.31% 0.31% 10 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 5,005,241 1,376,765 0.44% 0.44% 11 0 0.0% Q2 2026 Aug 03, 2026
BANK OF AMERICA CORP /DE/ History No change 4,677,887 1,034,187 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 3,881,348 854,634 0.05% 0.05% 13 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 3,485,852 770,650 0.11% 0.11% 14 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 3,351,052 740,909 0.15% 0.15% 15 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 3,299,870 729,532 0.1% 0.1% 16 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 2,914,841 644,412 0.11% 0.11% 17 0 0.0% Q2 2026 Aug 06, 2026
UBS Group AG History No change 2,768,136 611,979 0.08% 0.08% 18 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 2,688,848 594,450 0.14% 0.14% 19 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 2,652,215 586,351 0.07% 0.07% 20 0 0.0% Q2 2026 Aug 13, 2026
BARCLAYS PLC History No change 2,554,861 564,828 0.11% 0.11% 21 0 0.0% Q2 2026 Aug 14, 2026
Unisphere Establishment History No change 2,075,000 458,741 3.91% 3.91% 22 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,031,187 449,054 0.06% 0.06% 23 0 0.0% Q2 2026 Aug 14, 2026
FIRST MANHATTAN CO. LLC. History No change 1,875,740 414,688 1.06% 1.06% 24 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History No change 1,779,055 393,313 0.09% 0.09% 25 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,751,718 387,145 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 11, 2026
WELLS FARGO & COMPANY/MN History No change 1,724,327 381,214 0.06% 0.06% 27 0 0.0% Q2 2026 Aug 14, 2026
Boston Partners History No change 1,710,443 376,657 0.33% 0.33% 28 0 0.0% Q2 2026 Aug 04, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,676,062 370,543 0.07% 0.07% 29 0 0.0% Q2 2026 Aug 13, 2026
Legal & General Group Plc History No change 1,612,255 356,437 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 14, 2026
SG Americas Securities, LLC History No change 1,567,311 346,501 0.19% 0.19% 31 0 0.0% Q2 2026 Aug 07, 2026
Clearbridge Investments, LLC History No change 1,290,553 285,315 0.24% 0.24% 32 0 0.0% Q2 2026 Aug 13, 2026
CAPITOLIS LIQUID GLOBAL MARKETS LLC History No change 1,133,679 250,633 1.09% 1.09% 33 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 1,111,705 245,775 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 13, 2026
NOMURA HOLDINGS INC History No change 1,056,108 233,484 0.27% 0.27% 35 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 990,829 219,054 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 931,045 205,832 0.17% 0.17% 37 0 0.0% Q2 2026 Aug 12, 2026
Mitsubishi UFJ Asset Management Co., Ltd. History No change 929,990 205,658 0.11% 0.11% 38 0 0.0% Q2 2026 Aug 07, 2026
Swiss National Bank History No change 896,500 198,198 0.1% 0.1% 39 0 0.0% Q2 2026 Aug 11, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 869,061 192,132 0.07% 0.07% 40 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 830,825 183,663 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 828,548 183,175 0.08% 0.08% 42 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 827,059 182,845 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 14, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 791,179 174,913 0.1% 0.1% 44 0 0.0% Q2 2026 Aug 14, 2026
National Pension Service History No change 750,586 165,939 0.11% 0.11% 45 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 745,619 164,841 0.08% 0.08% 46 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 707,271 157,189 0.07% 0.07% 47 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 704,545 155,760 0.02% 0.02% 48 0 0.0% Q2 2026 Sep 02, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History No change 689,424 152,417 0.09% 0.09% 49 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History No change 682,434 150,872 0.07% 0.07% 50 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 662,791 146,529 0.04% 0.04% 51 0 0.0% Q2 2026 Aug 07, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 651,606 144,057 0.1% 0.1% 52 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 624,355 138,031 0.03% 0.03% 53 0 0.0% Q2 2026 Sep 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 616,062 136,198 0.05% 0.05% 54 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 595,203 131,587 0.05% 0.05% 55 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 592,336 130,953 0.03% 0.03% 56 0 0.0% Q2 2026 Aug 07, 2026
CITIGROUP INC History No change 579,875 128,198 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 03, 2026
Eurizon Capital SGR S.p.A. History No change 568,354 125,570 0.34% 0.34% 58 0 0.0% Q2 2026 Jul 29, 2026
ING GROEP NV History No change 560,252 123,860 0.61% 0.61% 59 0 0.0% Q2 2026 Aug 13, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 765,183 118,580 0.07% 0.04% 60 +468,664 158.06% Q3 2026 Oct 29, 2026
RHUMBLINE ADVISERS History No change 529,091 116,971 0.09% 0.09% 61 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 516,276 114,138 0.07% 0.07% 62 0 0.0% Q2 2026 Aug 11, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 492,130 108,800 0.1% 0.1% 63 0 0.0% Q2 2026 Aug 24, 2026
Neuberger Berman Group LLC History No change 464,472 102,685 0.07% 0.07% 64 0 0.0% Q2 2026 Oct 27, 2026
BLAIR WILLIAM & CO/IL History No change 454,071 100,386 0.26% 0.26% 65 0 0.0% Q2 2026 Aug 11, 2026
KING LUTHER CAPITAL MANAGEMENT CORP History No change 452,847 100,115 0.41% 0.41% 66 0 0.0% Q2 2026 Aug 10, 2026
Haverford Trust Co History No change 446,840 98,787 0.85% 0.85% 67 0 0.0% Q2 2026 Aug 12, 2026
BANK OF NOVA SCOTIA History No change 437,647 96,767 0.15% 0.15% 68 0 0.0% Q2 2026 Aug 12, 2026
NATIXIS ADVISORS, LLC History No change 423,072 93,532 0.11% 0.11% 69 0 0.0% Q2 2026 Aug 14, 2026
Aberdeen Group plc History No change 420,093 92,874 0.13% 0.13% 70 0 0.0% Q2 2026 Jul 31, 2026
Walleye Trading LLC History No change 405,600 89,670 0.1% 0.1% 71 0 0.0% Q2 2026 Aug 03, 2026
US BANCORP \DE\ History No change 400,519 88,546 0.1% 0.1% 72 0 0.0% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 400,474 88,536 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 395,969 87,540 0.09% 0.09% 74 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 384,608 85,029 0.11% 0.11% 75 0 0.0% Q2 2026 Jul 29, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 377,387 83,433 0.14% 0.14% 76 0 0.0% Q2 2026 Aug 14, 2026
Nearwater Capital Markets, Ltd History No change 348,500 77,046 1.33% 1.33% 77 0 0.0% Q2 2026 Aug 14, 2026
MACQUARIE GROUP LTD History No change 348,108 76,959 0.33% 0.33% 78 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 342,078 75,626 0.12% 0.12% 79 0 0.0% Q2 2026 Aug 05, 2026
Blue Whale Capital LLP History No change 332,058 73,411 2.33% 2.33% 80 0 0.0% Q2 2026 Aug 13, 2026
PINEBRIDGE INVESTMENTS LLC History No change 330,634 73,096 0.6% 0.6% 81 0 0.0% Q2 2026 Aug 13, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 321,113 70,991 0.15% 0.15% 82 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 319,358 70,603 0.12% 0.12% 83 0 0.0% Q2 2026 Aug 14, 2026
Amundi History No change 313,777 69,369 0.02% 0.02% 84 0 0.0% Q2 2026 Aug 11, 2026
CIBC Bancorp USA Inc. History No change 300,043 66,333 0.08% 0.08% 85 0 0.0% Q2 2026 Aug 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Added to 426,663 66,119 1.11% 0.83% 86 +185,601 76.99% Q3 2026 Oct 01, 2026
CINCINNATI FINANCIAL CORP History Reduced 418,749 64,893 1.22% 1.77% 87 -1 0.0% Q3 2026 Nov 03, 2026
AVIVA PLC History No change 290,135 64,143 0.09% 0.09% 88 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 282,206 62,389 0.08% 0.08% 89 0 0.0% Q2 2026 Aug 14, 2026
Rokos Capital Management LLP History No change 279,404 61,623 0.23% 0.23% 90 0 0.0% Q2 2026 Aug 14, 2026
MIZUHO MARKETS AMERICAS LLC History No change 274,850 60,763 0.95% 0.95% 91 0 0.0% Q2 2026 Jul 24, 2026
Altshuler Shaham Ltd History No change 273,000 60,354 0.75% 0.75% 92 0 0.0% Q2 2026 Aug 12, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 271,903 60,112 0.1% 0.1% 93 0 0.0% Q2 2026 Aug 10, 2026
BNP Paribas Asset Management Holding S.A. History No change 271,419 60,005 0.06% 0.06% 94 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 260,479 59,204 0.09% 0.09% 95 0 0.0% Q2 2026 Aug 13, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History No change 263,456 58,241 0.09% 0.09% 96 0 0.0% Q2 2026 Aug 06, 2026
Penserra Capital Management LLC History No change 260,709 57,636 0.44% 0.44% 97 0 0.0% Q2 2026 Aug 13, 2026
Empower Advisory Group, LLC History No change 257,110 56,841 0.14% 0.14% 98 0 0.0% Q2 2026 Aug 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 257,021 56,822 0.19% 0.19% 99 0 0.0% Q2 2026 Jul 28, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 253,524 56,049 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
ProShare Advisors LLC History Added to 355,143 55,036 0.08% 0.11% 101 +8,900 2.57% Q3 2026 Oct 28, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 244,100 53,965 0.03% 0.03% 102 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 243,362 53,784 0.05% 0.05% 103 0 0.0% Q2 2026 Aug 06, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 346,539 53,703 0.03% 0.04% 104 -29,619 -7.87% Q3 2026 Nov 02, 2026
NEOS Investment Management LLC History No change 242,343 53,577 0.2% 0.2% 105 0 0.0% Q2 2026 Aug 11, 2026
PFA Pension, Forsikringsaktieselskab History No change 236,310 52,243 0.13% 0.13% 106 0 0.0% Q2 2026 Aug 12, 2026
Munich Reinsurance Co Stock Corp in Munich History New 327,662 50,777 1.12% — 107 +327,662 New Q3 2026 Oct 30, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 228,335 50,480 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 225,531 49,859 0.07% 0.07% 109 0 0.0% Q2 2026 Aug 27, 2026
Madison Asset Management, LLC History No change 224,998 49,742 0.59% 0.59% 110 0 0.0% Q2 2026 Aug 10, 2026
Quantinno Capital Management LP History No change 222,049 49,090 0.06% 0.06% 111 0 0.0% Q2 2026 Aug 13, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 220,862 48,828 0.07% 0.07% 112 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 217,569 48,099 0.05% 0.05% 113 0 0.0% Q2 2026 Aug 13, 2026
COMMERCE BANK History No change 216,276 47,814 0.21% 0.21% 114 0 0.0% Q2 2026 Aug 12, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 215,433 47,627 0.13% 0.13% 115 0 0.0% Q2 2026 Aug 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 209,028 46,211 0.06% 0.06% 116 0 0.0% Q2 2026 Aug 14, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 205,717 45,479 0.33% 0.33% 117 0 0.0% Q2 2026 Jul 23, 2026
CAPITAL ADVISORS INC/OK History No change 203,149 44,912 0.66% 0.66% 118 0 0.0% Q2 2026 Jul 22, 2026
HighTower Advisors, LLC History No change 201,482 44,543 0.04% 0.04% 119 0 0.0% Q2 2026 Aug 05, 2026
Janney Montgomery Scott LLC History No change 196,071 43,347 0.08% 0.08% 120 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 194,766 43,058 0.07% 0.07% 121 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 193,700 42,823 0.09% 0.09% 122 0 0.0% Q2 2026 Aug 12, 2026
GABELLI FUNDS LLC History No change 193,512 42,781 0.27% 0.27% 123 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 190,322 42,074 0.13% 0.13% 124 0 0.0% Q2 2026 Aug 12, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 185,533 41,017 1.98% 1.98% 125 0 0.0% Q2 2026 Aug 10, 2026
PRUDENTIAL FINANCIAL INC History No change 182,200 40,280 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 12, 2026
HOMESTEAD ADVISERS CORP History No change 181,245 40,069 1.0% 1.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Korea Investment CORP History No change 181,150 40,048 0.08% 0.08% 128 0 0.0% Q2 2026 Aug 11, 2026
CIBC Asset Management Inc History No change 179,992 39,792 0.09% 0.09% 129 0 0.0% Q2 2026 Aug 03, 2026
NATIXIS History No change 177,269 39,190 0.16% 0.16% 130 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 175,141 38,720 0.17% 0.17% 131 0 0.0% Q2 2026 Aug 10, 2026
PANAGORA ASSET MANAGEMENT INC History No change 173,009 38,248 0.12% 0.12% 132 0 0.0% Q2 2026 Aug 06, 2026
DEPRINCE RACE & ZOLLO INC History New 244,247 37,850 0.67% — 133 +244,247 New Q3 2026 Oct 13, 2026
EP Wealth Advisors, LLC History No change 170,113 37,608 0.14% 0.14% 134 0 0.0% Q2 2026 Aug 11, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 169,594 37,493 0.08% 0.08% 135 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 156,581 37,219 0.37% 0.37% 136 0 0.0% Q2 2026 Jul 27, 2026
Defiance ETFs, LLC History No change 163,452 37,151 0.5% 0.5% 137 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 167,752 37,086 0.06% 0.06% 138 0 0.0% Q2 2026 Aug 13, 2026
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. History No change 166,871 36,891 0.33% 0.33% 139 0 0.0% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History No change 164,106 36,280 0.03% 0.03% 140 0 0.0% Q2 2026 Aug 12, 2026
SOROS FUND MANAGEMENT LLC History No change 162,940 36,022 0.44% 0.44% 141 0 0.0% Q2 2026 Aug 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 230,699 35,751 0.07% 0.09% 142 +6,470 2.89% Q3 2026 Oct 22, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 161,528 35,710 0.03% 0.03% 143 0 0.0% Q2 2026 Sep 09, 2026
Fosse Capital Partners LLP History No change 161,300 35,660 19.6% 19.6% 144 0 0.0% Q2 2026 Aug 13, 2026
Rathbones Group PLC History No change 160,525 35,488 0.13% 0.13% 145 0 0.0% Q2 2026 Jul 23, 2026
Prospera Financial Services Inc History No change 157,316 34,783 0.51% 0.51% 146 0 0.0% Q2 2026 Jul 15, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 224,222 34,747 0.06% 0.07% 147 +16,835 8.12% Q3 2026 Oct 28, 2026
HARDING LOEVNER LP History No change 156,581 34,613 0.33% 0.33% 148 0 0.0% Q2 2026 Aug 14, 2026
Mitsubishi UFJ Trust & Banking Corp History No change 156,378 34,571 0.08% 0.08% 149 0 0.0% Q2 2026 Aug 06, 2026
VOYA INVESTMENT MANAGEMENT LLC History No change 155,279 34,329 0.03% 0.03% 150 0 0.0% Q2 2026 Aug 12, 2026
Chevy Chase Trust Holdings, LLC History No change 154,507 34,158 0.09% 0.09% 151 0 0.0% Q2 2026 Aug 14, 2026
TORONTO DOMINION BANK History No change 148,892 32,916 0.04% 0.04% 152 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 148,206 32,766 0.12% 0.12% 153 0 0.0% Q2 2026 Aug 11, 2026
Blue Sparrow, LLC /DE History No change 148,000 32,719 0.32% 0.32% 154 0 0.0% Q2 2026 Aug 14, 2026
J. Stern & Co. LLP History No change 146,790 32,452 3.06% 3.06% 155 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 209,125 32,392 0.02% 0.02% 156 +39,245 23.1% Q3 2026 Nov 02, 2026
E20 Capital Ltd History No change 144,577 31,963 2.58% 2.58% 157 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 143,532 31,732 0.08% 0.08% 158 0 0.0% Q2 2026 Aug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History No change 143,145 31,646 0.04% 0.04% 159 0 0.0% Q2 2026 Aug 14, 2026
STRS OHIO History Added to 202,883 31,440 0.12% 0.13% 160 +44,119 27.79% Q3 2026 Oct 30, 2026
OSAIC HOLDINGS, INC. History No change 140,832 31,134 0.04% 0.04% 161 0 0.0% Q2 2026 Aug 14, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 140,649 31,094 0.06% 0.06% 162 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 140,503 31,062 0.87% 0.87% 163 0 0.0% Q2 2026 Aug 05, 2026
TD ASSET MANAGEMENT INC History No change 140,228 31,001 0.03% 0.03% 164 0 0.0% Q2 2026 Aug 04, 2026
Treasurer of the State of North Carolina History No change 136,541 30,186 0.08% 0.08% 165 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 136,199 30,110 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 14, 2026
Rudius Management LP History No change 135,444 29,943 7.75% 7.75% 167 0 0.0% Q2 2026 Aug 14, 2026
LBP AM SA History No change 135,072 29,861 0.3% 0.3% 168 0 0.0% Q2 2026 Jul 24, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 132,837 29,367 0.08% 0.08% 169 0 0.0% Q2 2026 Aug 13, 2026
CAMBIAR INVESTORS LLC History No change 132,494 29,291 1.27% 1.27% 170 0 0.0% Q2 2026 Jul 31, 2026
MEYER HANDELMAN CO History Reduced 188,713 29,244 0.84% 1.19% 171 -1,714,392 -90.08% Q3 2026 Oct 28, 2026
SEI INVESTMENTS CO History No change 132,237 29,230 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History Reduced 182,245 28,242 0.03% 0.07% 173 -72,949 -28.59% Q3 2026 Oct 30, 2026
VAUGHAN DAVID INVESTMENTS LLC/IL History No change 124,264 27,472 0.55% 0.55% 174 0 0.0% Q2 2026 Aug 11, 2026
M&T BANK CORP History No change 122,988 27,190 0.08% 0.08% 175 0 0.0% Q2 2026 Aug 04, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 121,153 26,784 0.08% 0.08% 176 0 0.0% Q2 2026 Aug 17, 2026
Engine Capital Management, LP History No change 120,000 26,529 2.58% 2.58% 177 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 119,841 26,494 0.04% 0.04% 178 0 0.0% Q2 2026 Aug 12, 2026
GUGGENHEIM CAPITAL LLC History No change 118,952 26,297 0.17% 0.17% 179 0 0.0% Q2 2026 Aug 12, 2026
FIL Ltd History No change 118,199 26,131 0.02% 0.02% 180 0 0.0% Q2 2026 Aug 13, 2026
AGF MANAGEMENT LTD History Reduced 167,306 25,927 0.11% 0.15% 181 -1,944 -1.15% Q3 2026 Nov 03, 2026
BERKSHIRE ASSET MANAGEMENT LLC/PA History No change 114,614 25,338 0.99% 0.99% 182 0 0.0% Q2 2026 Aug 05, 2026
DAVIDSON INVESTMENT ADVISORS History Added to 162,554 25,190 1.05% 0.48% 183 +109,173 204.52% Q3 2026 Oct 20, 2026
GAMCO INVESTORS, INC. ET AL History No change 113,231 25,033 0.22% 0.22% 184 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 112,690 24,913 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 112,044 24,770 0.04% 0.04% 186 0 0.0% Q2 2026 Aug 13, 2026
State of Tennessee, Department of Treasury History No change 109,474 24,202 0.07% 0.07% 187 0 0.0% Q2 2026 Aug 14, 2026
Tredje AP-fonden History No change 109,451 24,197 0.11% 0.11% 188 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 109,349 24,174 0.12% 0.12% 189 0 0.0% Q2 2026 Jul 17, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History No change 109,114 24,122 0.32% 0.32% 190 0 0.0% Q2 2026 Aug 10, 2026
Cullen Capital Management, LLC History No change 106,610 23,569 0.23% 0.23% 191 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 106,310 23,503 0.02% 0.02% 192 0 0.0% Q2 2026 Aug 14, 2026
Ancora Advisors LLC History No change 105,618 23,349 0.45% 0.45% 193 0 0.0% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History No change 104,906 23,192 0.24% 0.24% 194 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 102,253 22,606 0.08% 0.08% 195 0 0.0% Q2 2026 Aug 04, 2026
CREDIT AGRICOLE S A History No change 101,846 22,516 0.05% 0.05% 196 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Added to 145,624 22,467 0.06% 0.07% 197 +31,645 27.76% Q3 2026 Oct 16, 2026
Capital Investment Advisors, LLC History Added to 144,539 22,399 0.29% 0.3% 198 +41,944 40.88% Q3 2026 Oct 22, 2026
MAIRS & POWER INC History No change 100,041 22,116 0.2% 0.2% 199 0 0.0% Q2 2026 Aug 14, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 99,383 21,970 1.9% 1.9% 200 0 0.0% Q2 2026 Aug 10, 2026
GROUPAMA ASSET MANAGMENT History No change 99,708 21,958 0.28% 0.28% 201 0 0.0% Q2 2026 Aug 14, 2026
Asset Management One Co., Ltd. History Added to 138,489 21,461 0.05% 0.08% 202 +2,003 1.47% Q3 2026 Oct 27, 2026
Danica Pension, Livsforsikringsaktieselskab History No change 96,805 21,401 0.34% 0.34% 203 0 0.0% Q2 2026 Aug 10, 2026
Saratoga Research & Investment Management History Added to 137,745 21,346 1.18% 0.92% 204 +62,089 82.07% Q3 2026 Oct 16, 2026
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC History Added to 135,274 20,963 0.91% 0.93% 205 +34,600 34.37% Q3 2026 Oct 26, 2026
NISSAY ASSET MANAGEMENT CORP /JAPAN History No change 94,542 20,901 0.09% 0.09% 206 0 0.0% Q2 2026 Aug 14, 2026
Jupiter Topco LLC History No change 93,746 20,703 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 14, 2026
SAVA PENZISKO DRUSHTVO A.D. SKOPJE History No change 229,770 20,644 5.51% 5.51% 208 0 0.0% Q2 2026 Aug 13, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 92,599 20,471 0.03% 0.03% 209 0 0.0% Q2 2026 Aug 13, 2026
Douglas Lane & Associates, LLC History Added to 131,403 20,363 0.27% 0.22% 210 +59,608 83.03% Q3 2026 Oct 09, 2026
Pictet Asset Management Holding SA History Added to 129,712 20,101 0.02% 0.03% 211 +3,816 3.03% Q3 2026 Nov 03, 2026
Resona Asset Management Co.,Ltd. History No change 90,679 20,030 0.09% 0.09% 212 0 0.0% Q2 2026 Jul 29, 2026
ROCKLAND TRUST CO History New 128,918 19,978 0.76% — 213 +128,918 New Q3 2026 Oct 05, 2026
Empyrean Capital Partners, LP History No change 90,001 19,897 0.66% 0.66% 214 0 0.0% Q2 2026 Aug 14, 2026
Verition Fund Management LLC History No change 88,676 19,604 0.1% 0.1% 215 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 126,054 19,534 0.03% 0.04% 216 -10,232 -7.51% Q3 2026 Nov 02, 2026
COUNTRY TRUST BANK History New 124,341 19,269 0.33% — 217 +124,341 New Q3 2026 Oct 30, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 86,646 19,155 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 11, 2026
D. E. Shaw & Co., Inc. History No change 86,233 19,064 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 86,000 19,012 0.1% 0.1% 220 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 85,928 18,996 0.07% 0.07% 221 0 0.0% Q2 2026 Aug 14, 2026
CINCINNATI INSURANCE CO History No change 122,500 18,983 0.28% 0.39% 222 0 0.0% Q3 2026 Nov 03, 2026
HRT FINANCIAL LP History No change 85,669 18,939 0.03% 0.03% 223 0 0.0% Q2 2026 Aug 14, 2026
LAZARD ASSET MANAGEMENT LLC History No change 85,656 18,936 0.03% 0.03% 224 0 0.0% Q2 2026 Aug 14, 2026
CI INVESTMENTS INC. History No change 84,414 18,662 0.06% 0.06% 225 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 84,350 18,649 0.21% 0.21% 226 0 0.0% Q2 2026 Aug 14, 2026
W.G. Shaheen & Associates DBA Whitney & Co History Added to 119,375 18,499 1.32% 0.26% 227 +103,193 637.7% Q3 2026 Nov 03, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 153,441 18,387 0.03% 0.04% 228 +3,529 2.35% Q3 2026 Oct 13, 2026
Midwest Trust Co History Added to 117,300 18,177 0.2% 0.27% 229 +10,528 9.86% Q3 2026 Oct 22, 2026
ANTIPODES PARTNERS Ltd History No change 81,593 18,038 0.33% 0.33% 230 0 0.0% Q2 2026 Aug 06, 2026
KLINGENSTEIN FIELDS & CO LP History No change 81,559 18,031 0.63% 0.63% 231 0 0.0% Q2 2026 Aug 05, 2026
Compagnie Lombard Odier SCmA History No change 80,977 17,902 0.19% 0.19% 232 0 0.0% Q2 2026 Jul 29, 2026
Crestwood Advisors Group, LLC History Added to 115,077 17,833 0.26% 0.38% 233 +696 0.61% Q3 2026 Oct 27, 2026
SEB Asset Management AB History No change 79,761 17,633 0.07% 0.07% 234 0 0.0% Q2 2026 Aug 04, 2026
BROWN ADVISORY INC History No change 79,234 17,517 0.03% 0.03% 235 0 0.0% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Reduced 108,281 16,780 0.05% 0.08% 236 -5,167 -4.55% Q3 2026 Oct 20, 2026
Nykredit A/S History No change 75,260 16,633 0.06% 0.06% 237 0 0.0% Q2 2026 Sep 08, 2026
Allworth Financial LP History No change 74,489 16,468 0.07% 0.07% 238 0 0.0% Q2 2026 Aug 11, 2026
Fisher Asset Management, LLC History No change 74,226 16,409 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 04, 2026
Sanctuary Advisors, LLC History No change 73,143 16,170 0.07% 0.07% 240 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 72,572 16,044 0.1% 0.1% 241 0 0.0% Q2 2026 Aug 14, 2026
MetLife Investment Management, LLC History No change 72,489 16,025 0.07% 0.07% 242 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History Reduced 100,131 15,517 0.04% 0.07% 243 -4,189 -4.02% Q3 2026 Nov 02, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 69,978 15,470 0.08% 0.08% 244 0 0.0% Q2 2026 Jul 17, 2026
Foyston, Gordon & Payne Inc History Added to 99,368 15,399 3.09% 1.69% 245 +63,832 179.63% Q3 2026 Nov 02, 2026
Private Wealth Partners, LLC History Added to 98,845 15,318 1.04% 1.19% 246 +23,308 30.86% Q3 2026 Oct 22, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 63,874 15,210 0.28% 0.28% 247 0 0.0% Q2 2026 Jul 27, 2026
MCDANIEL TERRY & CO History No change 68,390 15,119 1.18% 1.18% 248 0 0.0% Q2 2026 Jul 30, 2026
Robeco Institutional Asset Management B.V. History Added to 96,342 14,930 0.02% 0.0% 249 +87,884 1039.06% Q3 2026 Oct 20, 2026
Retirement Systems of Alabama History No change 66,556 14,714 0.04% 0.04% 250 0 0.0% Q2 2026 Jul 28, 2026
RWA WEALTH PARTNERS, LLC History No change 65,576 14,497 0.14% 0.14% 251 0 0.0% Q2 2026 Aug 07, 2026
Chesley Taft & Associates LLC History New 93,068 14,422 0.56% — 252 +93,068 New Q3 2026 Oct 13, 2026
Swiss Life Asset Management Ltd History Added to 92,324 14,307 0.06% 0.05% 253 +35,671 62.96% Q3 2026 Nov 03, 2026
Kimelman & Baird, LLC History No change 64,069 14,164 1.04% 1.04% 254 0 0.0% Q2 2026 Aug 18, 2026
Czech National Bank History Added to 91,068 14,112 0.07% 0.11% 255 +887 0.98% Q3 2026 Oct 13, 2026
MANAGED ASSET PORTFOLIOS, LLC History No change 63,749 14,093 1.61% 1.61% 256 0 0.0% Q2 2026 Aug 06, 2026
Quilter Plc History Reduced 90,034 13,952 0.2% 0.68% 257 -113,874 -55.85% Q3 2026 Oct 21, 2026
Daiwa Securities Group Inc. History Reduced 89,944 13,938 0.03% 0.07% 258 -75,202 -45.54% Q3 2026 Oct 29, 2026
Modern Wealth Management, LLC History No change 62,416 13,798 0.16% 0.16% 259 0 0.0% Q2 2026 Aug 13, 2026
Varma Mutual Pension Insurance Co History No change 61,550 13,607 0.07% 0.07% 260 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 61,225 13,535 0.09% 0.09% 261 0 0.0% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Reduced 87,339 13,534 0.07% 0.1% 262 -855 -0.97% Q3 2026 Nov 03, 2026
HOWE & RUSLING INC History No change 60,764 13,433 0.78% 0.78% 263 0 0.0% Q2 2026 Aug 10, 2026
Glenview Trust Co History New 85,948 13,319 0.18% — 264 +85,948 New Q3 2026 Oct 28, 2026
Pathstone Holdings, LLC History No change 59,957 13,285 0.04% 0.04% 265 0 0.0% Q2 2026 Aug 13, 2026
Rafferty Asset Management, LLC History No change 59,747 13,208 0.03% 0.03% 266 0 0.0% Q2 2026 Aug 14, 2026
Rakuten Investment Management, Inc. History Added to 84,492 13,133 0.03% 0.05% 267 +8,100 10.6% Q3 2026 Oct 30, 2026
Cannell & Spears LLC History No change 59,350 13,121 0.23% 0.23% 268 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History Added to 84,599 13,110 0.31% 0.18% 269 +50,358 147.07% Q3 2026 Oct 30, 2026
Bahl & Gaynor LLC History No change 59,123 13,070 0.06% 0.06% 270 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 58,328 12,895 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 14, 2026
PHILADELPHIA TRUST CO History No change 58,134 12,852 0.83% 0.83% 272 0 0.0% Q2 2026 Aug 10, 2026
HM PAYSON & CO History No change 57,531 12,718 0.17% 0.17% 273 0 0.0% Q2 2026 Jul 17, 2026
WAYCROSS PARTNERS, LLC History Added to 81,592 12,644 0.98% 1.43% 274 +5,548 7.3% Q3 2026 Nov 02, 2026
Pinnacle Financial Partners, Inc. History No change 57,188 12,613 0.09% 0.09% 275 0 0.0% Q2 2026 Aug 14, 2026
Silvant Capital Management LLC History No change 57,025 12,606 0.37% 0.37% 276 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 56,634 12,520 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 19, 2026
Calamos Advisors LLC History Added to 80,776 12,517 0.04% 0.06% 278 +1,634 2.06% Q3 2026 Nov 02, 2026
SUMMITRY LLC History No change 56,478 12,486 0.41% 0.41% 279 0 0.0% Q2 2026 Jul 21, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 80,092 12,411 0.11% 0.22% 280 -21,216 -20.94% Q3 2026 Oct 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 79,607 12,336 0.05% 0.08% 281 -1,500 -1.85% Q3 2026 Oct 27, 2026
Randolph Co Inc History No change 79,343 12,295 1.06% 1.48% 282 0 0.0% Q3 2026 Oct 23, 2026
Walleye Capital LLC History No change 55,502 12,270 0.04% 0.04% 283 0 0.0% Q2 2026 Aug 03, 2026
Talbot Financial, LLC History Added to 78,974 12,238 0.88% 0.79% 284 +30,373 62.49% Q3 2026 Oct 19, 2026
NAN FUNG TRINITY (HK) Ltd History No change 55,150 12,192 1.2% 1.2% 285 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 54,444 12,036 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 54,032 11,945 0.06% 0.06% 287 0 0.0% Q2 2026 Aug 13, 2026
Maple Capital Management, Inc. History Reduced 76,275 11,820 0.7% 1.01% 289 -928 -1.2% Q3 2026 Nov 02, 2026
WESTWOOD HOLDINGS GROUP INC History No change 53,468 11,820 0.09% 0.09% 288 0 0.0% Q2 2026 Aug 14, 2026
ROFFMAN MILLER ASSOCIATES INC /PA/ History Added to 120,084 11,801 0.6% 0.9% 290 +41,869 53.53% Q3 2026 Oct 19, 2026
Trans-Canada Capital Inc. History No change 53,360 11,796 0.65% 0.65% 291 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 53,406 11,639 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 10, 2026
Stillwater Capital Advisors, LLC History No change 51,921 11,478 1.17% 1.17% 293 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Investment Research Advisors, Inc. History Added to 72,966 11,308 0.03% 0.03% 294 +5,717 8.5% Q3 2026 Nov 02, 2026
Shay Capital LLC History No change 50,902 11,253 0.72% 0.72% 295 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History Added to 71,268 11,044 0.12% 0.14% 296 +12,357 20.98% Q3 2026 Oct 20, 2026
&PARTNERS History No change 49,281 11,008 0.05% 0.05% 297 0 0.0% Q2 2026 Aug 14, 2026
Argent Trust Co History No change 49,721 10,921 0.32% 0.32% 298 0 0.0% Q2 2026 Aug 06, 2026
Point72 Asset Management, L.P. History No change 49,150 10,866 0.01% 0.01% 299 0 0.0% Q2 2026 Aug 14, 2026
Americana Partners, LLC History Added to 70,075 10,859 0.23% 0.35% 300 +7 0.01% Q3 2026 Oct 28, 2026
Select Equity Group, L.P. History No change 48,763 10,780 0.05% 0.05% 301 0 0.0% Q2 2026 Aug 14, 2026
Utah Retirement Systems History No change 48,493 10,720 0.1% 0.1% 302 0 0.0% Q2 2026 Aug 14, 2026
Police & Firemen's Retirement System of New Jersey History No change 48,095 10,632 0.08% 0.08% 303 0 0.0% Q2 2026 Jul 23, 2026
Lido Advisors, LLC History No change 48,075 10,628 0.03% 0.03% 304 0 0.0% Q2 2026 Aug 07, 2026
First Long Island Investors, LLC History No change 48,057 10,624 0.75% 0.75% 305 0 0.0% Q2 2026 Aug 13, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 47,627 10,529 0.07% 0.07% 306 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 47,532 10,508 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 06, 2026
Ironvine Capital Partners, LLC History No change 47,276 10,451 0.97% 0.97% 308 0 0.0% Q2 2026 Aug 10, 2026
Gotham Asset Management, LLC History No change 46,974 10,384 0.02% 0.02% 309 0 0.0% Q2 2026 Aug 14, 2026
Palliser Capital (UK) Ltd History No change 46,910 10,370 5.57% 5.57% 310 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 46,764 10,338 0.05% 0.05% 311 0 0.0% Q2 2026 Aug 18, 2026
One Fin Capital Management LP History No change 46,500 10,280 3.32% 3.32% 312 0 0.0% Q2 2026 Aug 14, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 66,223 10,262 0.18% 0.02% 313 +60,695 1097.96% Q3 2026 Oct 23, 2026
St. James Investment Company, LLC History No change 46,139 10,200 1.62% 1.62% 314 0 0.0% Q2 2026 Aug 11, 2026
DAVENPORT & Co LLC History New 65,096 10,093 0.05% — 315 +65,096 New Q3 2026 Oct 14, 2026
BECKER CAPITAL MANAGEMENT INC History No change 45,609 10,083 0.27% 0.27% 316 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 45,485 10,055 0.18% 0.18% 317 0 0.0% Q2 2026 Jul 31, 2026
KBC Group NV History Added to 64,467 9,990 0.02% 0.03% 318 +7,125 12.43% Q3 2026 Oct 22, 2026
Bank Julius Baer & Co. Ltd, Zurich History Reduced 64,441 9,988 0.03% 0.1% 319 -114,786 -64.05% Q3 2026 Oct 29, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 45,116 9,974 0.01% 0.01% 320 0 0.0% Q2 2026 Aug 12, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 44,869 9,919 0.14% 0.14% 321 0 0.0% Q2 2026 Aug 14, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 63,367 9,819 0.13% 0.17% 322 -615 -0.96% Q3 2026 Oct 26, 2026
Vanguard Personalized Indexing Management, LLC History No change 44,382 9,811 0.08% 0.08% 323 0 0.0% Q2 2026 Aug 11, 2026
Pacer Advisors, Inc. History No change 43,316 9,576 0.02% 0.02% 324 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 43,101 9,528 0.05% 0.05% 325 0 0.0% Q2 2026 Aug 14, 2026
Wallington Asset Management, LLC History No change 41,665 9,211 1.13% 1.13% 326 0 0.0% Q2 2026 Jul 22, 2026
Allianz Asset Management GmbH History No change 41,257 9,121 0.01% 0.01% 327 0 0.0% Q2 2026 Sep 02, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Added to 58,762 9,106 0.1% 0.09% 328 +18,915 47.47% Q3 2026 Oct 27, 2026
NS Partners Ltd History No change 40,892 9,040 0.39% 0.39% 329 0 0.0% Q2 2026 Aug 12, 2026
JACOBS & CO/CA History Added to 58,185 9,016 0.78% 0.99% 330 +6,153 11.83% Q3 2026 Oct 09, 2026
MML INVESTORS SERVICES, LLC History No change 40,457 8,944 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 07, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History No change 40,182 8,883 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 14, 2026
SIT INVESTMENT ASSOCIATES INC History No change 40,128 8,871 0.17% 0.17% 333 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 39,947 8,865 0.03% 0.03% 334 0 0.0% Q2 2026 Aug 10, 2026
XPONANCE LLC History Added to 57,187 8,862 0.05% 0.07% 335 +4,255 8.04% Q3 2026 Nov 03, 2026
Petrus Trust Company, LTA History No change 39,646 8,764 0.82% 0.82% 336 0 0.0% Q2 2026 Aug 14, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History New 56,250 8,717 1.65% — 337 +56,250 New Q3 2026 Oct 05, 2026
Steward Partners Investment Advisory, LLC History No change 38,910 8,602 0.04% 0.04% 338 0 0.0% Q2 2026 Aug 13, 2026
Vident Advisory, LLC History No change 38,838 8,586 0.06% 0.06% 339 0 0.0% Q2 2026 Aug 12, 2026
SFE Investment Counsel History Added to 54,624 8,465 1.13% 0.4% 340 +41,142 305.16% Q3 2026 Oct 28, 2026
AMALGAMATED BANK History Reduced 54,383 8,428 0.06% 0.09% 341 -2,114 -3.74% Q3 2026 Oct 23, 2026
WESBANCO BANK INC History No change 37,996 8,412 0.21% 0.21% 342 0 0.0% Q2 2026 Jul 28, 2026
ROTHSCHILD INVESTMENT LLC History No change 37,938 8,387 0.31% 0.31% 343 0 0.0% Q2 2026 Aug 06, 2026
Aptus Capital Advisors, LLC History No change 36,306 8,026 0.05% 0.05% 344 0 0.0% Q2 2026 Aug 12, 2026
GREENLEAF TRUST History New 51,695 8,011 0.08% — 345 +51,695 New Q3 2026 Oct 29, 2026
Private Advisor Group, LLC History No change 35,939 7,945 0.04% 0.04% 346 0 0.0% Q2 2026 Jul 27, 2026
Williams Jones Wealth Management, LLC. History No change 35,805 7,915 0.09% 0.09% 347 0 0.0% Q2 2026 Aug 05, 2026
SHELTON CAPITAL MANAGEMENT History No change 35,521 7,852 0.15% 0.15% 348 0 0.0% Q2 2026 Aug 14, 2026
Coastal Bridge Advisors, LLC History No change 35,112 7,762 0.48% 0.48% 349 0 0.0% Q2 2026 Aug 17, 2026
Bragg Financial Advisors, Inc History No change 34,688 7,668 0.21% 0.21% 350 0 0.0% Q2 2026 Aug 12, 2026
Telos Capital Management, Inc. History Added to 49,269 7,635 0.67% 0.5% 351 +23,413 90.55% Q3 2026 Nov 02, 2026
Estabrook Capital Management History No change 34,479 7,622 1.03% 1.03% 352 0 0.0% Q2 2026 Aug 13, 2026
F/m Investments LLC History No change 34,366 7,597 0.39% 0.39% 353 0 0.0% Q2 2026 Aug 05, 2026
Atlantic Union Bankshares Corp History No change 34,337 7,591 0.13% 0.13% 354 0 0.0% Q2 2026 Aug 11, 2026
IEQ CAPITAL, LLC History No change 34,173 7,554 0.03% 0.03% 355 0 0.0% Q2 2026 Aug 11, 2026
Nixon Capital, LLC History No change 34,148 7,549 2.38% 2.38% 356 0 0.0% Q2 2026 Aug 12, 2026
Henshaw Capital LLC History No change 48,145 7,461 0.23% 0.35% 357 0 0.0% Q3 2026 Nov 03, 2026
Norinchukin Bank, The History No change 33,604 7,429 0.07% 0.07% 358 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Capital Advisors LLC History No change 33,586 7,425 0.47% 0.47% 359 0 0.0% Q2 2026 Aug 12, 2026
South Dakota Investment Council History No change 33,571 7,422 0.13% 0.13% 360 0 0.0% Q2 2026 Aug 11, 2026
Orion Porfolio Solutions, LLC History No change 33,360 7,375 0.06% 0.06% 361 0 0.0% Q2 2026 Aug 14, 2026
Candriam S.C.A. History No change 32,919 7,270 0.03% 0.03% 362 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 32,865 7,265 0.16% 0.16% 363 0 0.0% Q2 2026 Jul 17, 2026
Jefferies Financial Group Inc. History No change 32,826 7,257 0.05% 0.05% 364 0 0.0% Q2 2026 Aug 17, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 46,016 7,131 0.09% 0.8% 365 -251,221 -84.52% Q3 2026 Oct 05, 2026
Equitable Holdings, Inc. History No change 32,126 7,102 0.04% 0.04% 366 0 0.0% Q2 2026 Aug 17, 2026
MACKENZIE FINANCIAL CORP History Reduced 45,140 6,995 0.01% 0.02% 367 -60,530 -57.28% Q3 2026 Nov 02, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Reduced 44,353 6,873 0.06% 0.12% 368 -19,917 -30.99% Q3 2026 Oct 19, 2026
Haverford Financial Services, Inc. History No change 30,981 6,849 2.02% 2.02% 369 0 0.0% Q2 2026 Aug 12, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Reduced 44,080 6,831 0.05% 0.25% 370 -122,820 -73.59% Q3 2026 Oct 20, 2026
Badgley Phelps Wealth Managers, LLC History Reduced 43,888 6,801 0.12% 0.17% 371 -89 -0.2% Q3 2026 Oct 22, 2026
MassMutual Private Wealth & Trust, FSB History Added to 43,621 6,759 0.18% 0.24% 372 +1,297 3.06% Q3 2026 Oct 05, 2026
ARS Investment Partners, LLC History No change 30,305 6,699 0.29% 0.29% 373 0 0.0% Q2 2026 Jul 09, 2026
ARS Wealth Advisors Group, LLC History Reduced 42,921 6,651 0.48% 0.79% 374 -2,985 -6.5% Q3 2026 Oct 16, 2026
D.A. DAVIDSON & CO. History Added to 42,785 6,630 0.04% 0.05% 375 +5,211 13.87% Q3 2026 Oct 27, 2026
MCRAE CAPITAL MANAGEMENT INC History Added to 42,562 6,595 1.22% 1.18% 376 +15,477 57.14% Q3 2026 Oct 15, 2026
FIDUCIARY TRUST CO History No change 29,824 6,593 0.07% 0.07% 377 0 0.0% Q2 2026 Aug 13, 2026
Tiptree Advisors, LLC History No change 29,825 6,593 4.07% 4.07% 378 0 0.0% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History No change 29,774 6,582 0.28% 0.28% 379 0 0.0% Q2 2026 Aug 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 29,450 6,510 0.1% 0.1% 380 0 0.0% Q2 2026 Aug 10, 2026
Woodline Partners LP History No change 29,182 6,451 0.02% 0.02% 381 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Added to 41,624 6,450 0.07% 0.1% 382 +802 1.96% Q3 2026 Oct 26, 2026
NORTHEAST INVESTMENT MANAGEMENT History New 41,548 6,438 0.23% — 383 +41,548 New Q3 2026 Oct 30, 2026
First Fiduciary Investment Counsel, Inc. History Added to 41,324 6,404 1.23% 1.72% 384 +254 0.62% Q3 2026 Oct 27, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 40,900 6,338 0.06% 0.09% 385 -50 -0.12% Q3 2026 Oct 29, 2026
Tidal Investments LLC History No change 28,639 6,331 0.01% 0.01% 386 0 0.0% Q2 2026 Aug 13, 2026
Elo Mutual Pension Insurance Co History No change 28,628 6,329 0.08% 0.08% 387 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Investment Partners, Inc. History No change 28,487 6,297 0.17% 0.17% 388 0 0.0% Q2 2026 Aug 13, 2026
Westchester Capital Management, LLC History No change 28,387 6,275 0.31% 0.31% 389 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 28,279 6,251 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 13, 2026
WATERS PARKERSON & CO., LLC History No change 28,143 6,221 0.31% 0.31% 391 0 0.0% Q2 2026 Jul 30, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History New 37,845 6,215 1.95% — 392 +37,845 New Q3 2026 Oct 23, 2026
HB Wealth Management, LLC History New 39,593 6,135 0.03% — 393 +39,593 New Q3 2026 Oct 23, 2026
Man Group plc History No change 27,713 6,126 0.01% 0.01% 394 0 0.0% Q2 2026 Aug 14, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Added to 38,985 6,041 0.06% 0.09% 395 +46 0.12% Q3 2026 Oct 29, 2026
USS Investment Management Ltd History No change 27,218 6,003 0.02% 0.02% 396 0 0.0% Q2 2026 Aug 11, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 38,533 5,971 0.2% 0.29% 397 -717 -1.83% Q3 2026 Nov 02, 2026
Merit Financial Group, LLC History No change 26,932 5,953 0.04% 0.04% 398 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History New 38,351 5,943 0.14% — 399 +38,351 New Q3 2026 Oct 23, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 26,840 5,933 0.05% 0.05% 400 0 0.0% Q2 2026 Sep 23, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 26,456 5,848 0.42% 0.42% 401 0 0.0% Q2 2026 Aug 07, 2026
O'Brien Greene & Co. Inc History No change 26,135 5,777 1.59% 1.59% 402 0 0.0% Q2 2026 Aug 06, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Reduced 37,214 5,767 0.22% 0.32% 403 -1,358 -3.52% Q3 2026 Oct 13, 2026
Arvest Bank Trust Division History No change 25,999 5,747 0.28% 0.28% 404 0 0.0% Q2 2026 Aug 13, 2026
Advisors Asset Management, Inc. History No change 25,969 5,741 0.09% 0.09% 405 0 0.0% Q2 2026 Aug 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 25,758 5,694 0.18% 0.18% 406 0 0.0% Q2 2026 Aug 20, 2026
Buttonwood Financial Advisors Inc. History New 36,631 5,676 1.71% — 407 +36,631 New Q3 2026 Oct 13, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 25,522 5,643 0.04% 0.04% 408 0 0.0% Q2 2026 Aug 12, 2026
iA Global Asset Management Inc. History Reduced 36,310 5,627 0.07% 0.1% 409 -1,641 -4.32% Q3 2026 Oct 29, 2026
MidFirst Bank History No change 25,367 5,608 0.4% 0.4% 410 0 0.0% Q2 2026 Aug 07, 2026
CapWealth Advisors, LLC History Reduced 36,097 5,593 0.42% 0.57% 411 -1,167 -3.13% Q3 2026 Oct 05, 2026
BESSEMER GROUP INC History No change 25,287 5,590 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 12, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 25,136 5,557 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 14, 2026
VALUEWORKS LLC History No change 25,049 5,537 1.16% 1.16% 414 0 0.0% Q2 2026 Aug 14, 2026
HBK INVESTMENTS L P History No change 25,004 5,527 0.05% 0.05% 415 0 0.0% Q2 2026 Sep 16, 2026
Rheos Capital Works Inc. History No change 25,000 5,527 0.32% 0.32% 416 0 0.0% Q2 2026 Aug 07, 2026
MARCO INVESTMENT MANAGEMENT LLC History No change 24,939 5,513 0.36% 0.36% 417 0 0.0% Q2 2026 Aug 03, 2026
Louisiana State Employees Retirement System History Reduced 35,550 5,509 0.08% 0.12% 418 -1,000 -2.74% Q3 2026 Oct 20, 2026
Arax Advisory Partners History No change 24,899 5,504 0.04% 0.04% 419 0 0.0% Q2 2026 Aug 10, 2026
FRED ALGER MANAGEMENT, LLC History No change 24,361 5,385 0.02% 0.02% 420 0 0.0% Q2 2026 Aug 14, 2026
NATIONAL BANK OF CANADA /FI/ History No change 24,377 5,376 0.0% 0.0% 421 0 0.0% Q2 2026 Aug 10, 2026
Investment Management Corp of Ontario History No change 24,236 5,357 0.07% 0.07% 422 0 0.0% Q2 2026 Aug 14, 2026
Bank Pictet & Cie (Europe) AG History Added to 34,468 5,341 0.1% 0.11% 423 +8,101 30.72% Q3 2026 Oct 20, 2026
Running Oak Capital LLC History No change 23,987 5,302 0.9% 0.9% 424 0 0.0% Q2 2026 Jul 30, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA History No change 23,923 5,288 0.91% 0.91% 425 0 0.0% Q2 2026 Aug 10, 2026
IFM Investors Pty Ltd History Reduced 34,018 5,271 0.03% 0.11% 426 -42,833 -55.74% Q3 2026 Oct 13, 2026
NorthCrest Asset Manangement, LLC History Added to 34,048 5,243 0.12% 0.19% 427 +788 2.37% Q3 2026 Oct 09, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 23,349 5,161 0.09% 0.09% 428 0 0.0% Q2 2026 Aug 14, 2026
ARK Investment Management LLC History No change 23,262 5,142 0.03% 0.03% 429 0 0.0% Q2 2026 Aug 14, 2026
Mesirow Financial Investment Management, Inc. History No change 23,197 5,128 0.08% 0.08% 430 0 0.0% Q2 2026 Jul 22, 2026
Horizon Investments, LLC History No change 23,194 5,127 0.06% 0.06% 431 0 0.0% Q2 2026 Aug 13, 2026
Snowden Capital Advisors LLC History No change 23,068 5,099 0.12% 0.12% 432 0 0.0% Q2 2026 Aug 13, 2026
ASSETMARK, INC History Added to 32,885 5,096 0.01% 0.0% 433 +23,439 248.14% Q3 2026 Oct 21, 2026
INTACT INVESTMENT MANAGEMENT INC. History No change 22,900 5,062 0.14% 0.14% 434 0 0.0% Q2 2026 Jul 20, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 32,557 5,045 0.22% 0.33% 435 -885 -2.65% Q3 2026 Oct 28, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History New 32,363 5,015 0.05% — 436 +32,363 New Q3 2026 Oct 23, 2026
OMERS ADMINISTRATION Corp History No change 22,455 4,964 0.03% 0.03% 437 0 0.0% Q2 2026 Aug 13, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 31,938 4,949 0.14% 0.21% 438 -1,712 -5.09% Q3 2026 Oct 29, 2026
BAXTER BROS INC History No change 22,374 4,946 0.57% 0.57% 439 0 0.0% Q2 2026 Aug 06, 2026
Covea Finance History No change 31,400 4,866 0.16% 0.22% 440 0 0.0% Q3 2026 Oct 21, 2026
Palmer Knight Co History No change 21,996 4,862 1.87% 1.87% 441 0 0.0% Q2 2026 Aug 10, 2026
Wesleyan Assurance Society History No change 21,992 4,862 0.25% 0.25% 442 0 0.0% Q2 2026 Jul 28, 2026
Freestone Capital Holdings, LLC History No change 21,958 4,854 0.13% 0.13% 443 0 0.0% Q2 2026 Jul 31, 2026
IQ EQ FUND MANAGEMENT (IRELAND) Ltd History No change 21,982 4,840 0.31% 0.31% 444 0 0.0% Q2 2026 Jul 31, 2026
Dorsey & Whitney Trust CO LLC History No change 21,386 4,728 0.23% 0.23% 445 0 0.0% Q2 2026 Aug 14, 2026
CEERA INVESTMENTS, LLC History New 30,367 4,705 1.79% — 446 +30,367 New Q3 2026 Nov 02, 2026
Aristotle Atlantic Partners, LLC History No change 21,110 4,666 0.19% 0.19% 447 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 21,077 4,659 0.05% 0.05% 448 0 0.0% Q2 2026 Aug 10, 2026
State of Alaska, Department of Revenue History Reduced 30,024 4,652 0.05% 0.07% 449 -1,482 -4.7% Q3 2026 Oct 15, 2026
CANTOR FITZGERALD, L. P. History No change 20,957 4,633 0.05% 0.05% 450 0 0.0% Q2 2026 Aug 14, 2026
COMMERZBANK AKTIENGESELLSCHAFT /FI History No change 20,942 4,630 0.09% 0.09% 451 0 0.0% Q2 2026 Aug 07, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 20,864 4,612 0.05% 0.05% 452 0 0.0% Q2 2026 Aug 06, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 29,717 4,605 0.11% 0.13% 453 +5,050 20.47% Q3 2026 Oct 22, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 29,659 4,596 0.05% 0.08% 454 -2,992 -9.16% Q3 2026 Oct 22, 2026
LEE DANNER & BASS INC History Added to 29,562 4,581 0.27% 0.29% 455 +7,179 32.07% Q3 2026 Oct 27, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 20,477 4,527 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 10, 2026
Ledyard National Bank History Added to 29,122 4,513 0.36% 0.35% 457 +9,510 48.49% Q3 2026 Oct 21, 2026
SAYBROOK CAPITAL /NC History Added to 29,099 4,509 1.12% 1.38% 458 +4,140 16.59% Q3 2026 Oct 27, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History New 28,842 4,469 0.03% — 459 +28,842 New Q3 2026 Oct 28, 2026
Sky Investment Group LLC History Added to 28,722 4,451 0.48% 0.39% 460 +17,587 157.94% Q3 2026 Oct 30, 2026
Kentucky Retirement Systems History No change 20,128 4,449 0.11% 0.11% 461 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 20,042 4,430 0.04% 0.04% 462 0 0.0% Q2 2026 Jul 24, 2026
NEEDHAM INVESTMENT MANAGEMENT LLC History No change 20,000 4,421 0.13% 0.13% 463 0 0.0% Q2 2026 Aug 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 19,979 4,416 0.06% 0.06% 464 0 0.0% Q2 2026 Aug 10, 2026
Hilton Capital Management, LLC History No change 19,809 4,379 0.3% 0.3% 465 0 0.0% Q2 2026 Aug 04, 2026
FourThought Financial Partners, LLC History No change 19,800 4,377 0.34% 0.34% 466 0 0.0% Q2 2026 Aug 12, 2026
Violich Capital Management, Inc. History Reduced 28,224 4,373 0.47% 0.69% 467 -638 -2.21% Q3 2026 Oct 02, 2026
NWAM LLC History No change 19,779 4,372 0.22% 0.22% 468 0 0.0% Q2 2026 Jul 23, 2026
Canada Post Corp Registered Pension Plan History No change 19,734 4,362 0.15% 0.15% 469 0 0.0% Q2 2026 Jul 15, 2026
Aster Capital Management (DIFC) Ltd History No change 19,711 4,357 0.93% 0.93% 470 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds, LLC. History No change 304 4,343 0.98% 0.98% 471 0 0.0% Q2 2026 Aug 14, 2026
TRIGLAV INVESTMENTS, D.O.O. History No change 19,430 4,295 0.23% 0.23% 472 0 0.0% Q2 2026 Aug 11, 2026
LYELL WEALTH MANAGEMENT, LP History Reduced 27,574 4,273 0.25% 0.37% 473 -43 -0.16% Q3 2026 Oct 30, 2026
SUMMIT SECURITIES GROUP LLC History No change 19,315 4,270 0.41% 0.41% 474 0 0.0% Q2 2026 Aug 03, 2026
MEITAV INVESTMENT HOUSE LTD History Added to 27,458 4,255 0.03% 0.01% 475 +19,902 263.39% Q3 2026 Oct 28, 2026
L & S Advisors Inc History No change 19,091 4,220 0.44% 0.44% 476 0 0.0% Q2 2026 Aug 12, 2026
Edge Wealth Management LLC History Reduced 27,212 4,208 0.63% 1.03% 477 -488 -1.76% Q3 2026 Oct 13, 2026
Composition Wealth, LLC History No change 18,921 4,183 0.05% 0.05% 478 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 18,849 4,167 0.03% 0.03% 479 0 0.0% Q2 2026 Sep 08, 2026
Vestmark Advisory Solutions, Inc. History No change 18,699 4,133 0.04% 0.04% 480 0 0.0% Q2 2026 Aug 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 18,679 4,129 1.11% 1.11% 481 0 0.0% Q2 2026 Aug 07, 2026
MainStreet Investment Advisors LLC History No change 18,660 4,125 0.56% 0.56% 482 0 0.0% Q2 2026 Aug 12, 2026
GREENWOOD CAPITAL ASSOCIATES LLC History New 26,598 4,121 0.4% — 483 +26,598 New Q3 2026 Oct 27, 2026
Concurrent Investment Advisors, LLC History Reduced 26,581 4,119 0.03% 0.06% 484 -4,072 -13.28% Q3 2026 Oct 16, 2026
Stenger Family Office, LLC History Added to 25,893 4,095 0.56% 0.8% 485 +3,088 13.54% Q3 2026 Oct 22, 2026
BLI - Banque de Luxembourg Investments History No change 18,232 4,086 0.14% 0.14% 486 0 0.0% Q2 2026 Aug 10, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Reduced 26,202 4,060 0.43% 0.68% 487 -3,041 -10.4% Q3 2026 Oct 22, 2026
J.W. COLE ADVISORS, INC. History No change 18,338 4,054 0.07% 0.07% 488 0 0.0% Q2 2026 Jul 21, 2026
ALBION FINANCIAL GROUP /UT History Reduced 25,955 4,022 0.23% 0.37% 489 -3,102 -10.68% Q3 2026 Oct 21, 2026
Costello Asset Management, INC History Added to 25,926 4,017 1.21% 1.4% 490 +4,885 23.22% Q3 2026 Oct 30, 2026
Quintet Private Bank (Europe) S.A. History Added to 25,647 3,974 0.17% 0.18% 491 +12,899 101.18% Q3 2026 Oct 08, 2026
PETTYJOHN, WOOD & WHITE, INC History No change 17,735 3,920 0.57% 0.57% 492 0 0.0% Q2 2026 Aug 12, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 17,685 3,909 0.15% 0.15% 493 0 0.0% Q2 2026 Aug 14, 2026
CINCINNATI CASUALTY CO History No change 25,000 3,874 2.1% 2.93% 494 0 0.0% Q3 2026 Nov 03, 2026
Lazard Freres Gestion S.A.S. History Reduced 24,941 3,865 0.06% 0.21% 495 -30,537 -55.04% Q3 2026 Nov 03, 2026
AlphaCore Capital LLC History No change 17,410 3,848 0.07% 0.07% 496 0 0.0% Q2 2026 Aug 06, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 17,381 3,842 0.12% 0.12% 497 0 0.0% Q2 2026 Aug 14, 2026
Covington Investment Advisors Inc. History No change 17,236 3,811 0.49% 0.49% 498 0 0.0% Q2 2026 Aug 13, 2026
Maryland State Retirement & Pension System History No change 17,128 3,786 0.06% 0.06% 499 0 0.0% Q2 2026 Jul 30, 2026
Borer Denton & Associates, Inc. History No change 17,051 3,769 1.24% 1.24% 500 0 0.0% Q2 2026 Jul 27, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 16,828 3,720 0.09% 0.09% 501 0 0.0% Q2 2026 Jul 31, 2026
CULLEN/FROST BANKERS, INC. History Reduced 23,863 3,697 0.04% 0.12% 502 -29,847 -55.57% Q3 2026 Oct 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 16,707 3,693 0.02% 0.02% 503 0 0.0% Q2 2026 Sep 23, 2026
TOWER BRIDGE ADVISORS History No change 16,702 3,692 0.33% 0.33% 504 0 0.0% Q2 2026 Aug 12, 2026
BANQUE PICTET & CIE SA History Added to 23,590 3,655 0.03% 0.02% 505 +7,113 43.17% Q3 2026 Oct 16, 2026
BURLING WEALTH PARTNERS, LLC History No change 16,474 3,642 0.53% 0.53% 506 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History New 23,454 3,634 0.03% — 508 +23,454 New Q3 2026 Oct 08, 2026
McGuire Investment Group, LLC History Added to 23,451 3,634 0.32% 0.39% 507 +3,514 17.63% Q3 2026 Oct 23, 2026
Live Oak Private Wealth LLC History Added to 23,416 3,628 0.44% 0.62% 509 +960 4.28% Q3 2026 Nov 02, 2026
Alpha Wave Global, LP History No change 16,396 3,624 0.06% 0.06% 510 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 16,391 3,623 0.05% 0.05% 511 0 0.0% Q2 2026 Aug 10, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History No change 16,316 3,607 0.06% 0.06% 512 0 0.0% Q2 2026 Jul 24, 2026
Sand Hill Global Advisors, LLC History No change 16,251 3,592 0.11% 0.11% 513 0 0.0% Q2 2026 Aug 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 23,152 3,587 0.13% 0.27% 514 -8,725 -27.37% Q3 2026 Oct 22, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 16,200 3,581 0.04% 0.04% 515 0 0.0% Q2 2026 Aug 13, 2026
Third View Private Wealth, LLC History Added to 23,088 3,577 0.42% 0.15% 516 +17,469 310.89% Q3 2026 Oct 30, 2026
Bleakley Financial Group, LLC History No change 16,147 3,569 0.05% 0.05% 517 0 0.0% Q2 2026 Aug 05, 2026
Linscomb Wealth, Inc. History No change 16,126 3,565 0.15% 0.15% 518 0 0.0% Q2 2026 Jul 31, 2026
Clearstead Advisors, LLC History No change 16,083 3,555 0.03% 0.03% 519 0 0.0% Q2 2026 Aug 06, 2026
BRASADA CAPITAL MANAGEMENT, LP History No change 16,045 3,547 0.64% 0.64% 520 0 0.0% Q2 2026 Aug 17, 2026
GERMAN AMERICAN BANCORP, INC. History No change 16,026 3,543 0.27% 0.27% 521 0 0.0% Q2 2026 Aug 06, 2026
PROFUND ADVISORS LLC History Reduced 22,828 3,537 0.1% 0.15% 522 -2,074 -8.33% Q3 2026 Oct 28, 2026
Stratos Wealth Partners, LTD. History No change 15,979 3,532 0.04% 0.04% 523 0 0.0% Q2 2026 Aug 11, 2026
Wealthcare Advisory Partners LLC History Added to 22,736 3,523 0.06% 0.06% 524 +8,384 58.42% Q3 2026 Oct 21, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 22,704 3,518 0.04% 0.05% 525 +1,101 5.1% Q3 2026 Oct 30, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 15,793 3,492 0.09% 0.09% 526 0 0.0% Q2 2026 Jul 29, 2026
STEPHENS INC /AR/ History No change 15,717 3,474 0.04% 0.04% 527 0 0.0% Q2 2026 Jul 29, 2026
WHITENER CAPITAL MANAGEMENT, INC. History New 22,306 3,456 0.69% — 528 +22,306 New Q3 2026 Oct 15, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History Added to 22,178 3,436 0.52% 0.37% 529 +11,417 106.1% Q3 2026 Nov 02, 2026
Persistent Asset Partners Ltd History No change 15,450 3,415 1.02% 1.02% 530 0 0.0% Q2 2026 Aug 06, 2026
NICHOLAS COMPANY, INC. History No change 15,227 3,366 0.06% 0.06% 531 0 0.0% Q2 2026 Aug 05, 2026
Lionhunter Capital Management, LLC History No change 15,214 3,363 1.52% 1.52% 532 0 0.0% Q2 2026 Aug 13, 2026
Apollon Wealth Management, LLC History Reduced 21,601 3,347 0.04% 0.08% 533 -6,627 -23.48% Q3 2026 Oct 23, 2026
Squarepoint Ops LLC History No change 15,095 3,337 0.0% 0.0% 534 0 0.0% Q2 2026 Aug 14, 2026
SFMG, LLC History No change 15,074 3,332 0.2% 0.2% 535 0 0.0% Q2 2026 Aug 13, 2026
Vision Capital Management, Inc. History Added to 21,489 3,330 0.38% 0.47% 536 +2,974 16.06% Q3 2026 Oct 19, 2026
Wealth Advisory Solutions, LLC History New 21,383 3,313 0.68% — 537 +21,383 New Q3 2026 Oct 20, 2026
Kingsview Wealth Management, LLC History No change 14,976 3,310 0.04% 0.04% 538 0 0.0% Q2 2026 Aug 18, 2026
Fiduciary Group, LLC History No change 14,702 3,250 0.25% 0.25% 539 0 0.0% Q2 2026 Aug 10, 2026
JOHN G ULLMAN & ASSOCIATES INC History No change 14,645 3,237 0.39% 0.39% 540 0 0.0% Q2 2026 Aug 11, 2026
Chicago Capital, LLC History Added to 20,887 3,236 0.07% 0.06% 541 +9,980 91.5% Q3 2026 Oct 13, 2026
Fideuram Asset Management (Ireland) dac History New 17,128 3,219 0.07% — 542 +17,128 New Q3 2026 Oct 29, 2026
Mediolanum International Funds Ltd History No change 14,549 3,203 0.03% 0.03% 543 0 0.0% Q2 2026 Jul 23, 2026
Atria Investments, Inc History Reduced 20,652 3,200 0.03% 0.06% 545 -4,698 -18.53% Q3 2026 Oct 15, 2026
PIONEER TRUST BANK N A/OR History No change 14,476 3,200 0.73% 0.73% 544 0 0.0% Q2 2026 Jul 22, 2026
HAMEL ASSOCIATES, INC. History No change 14,439 3,192 0.88% 0.88% 546 0 0.0% Q2 2026 Jul 27, 2026
Perennial Advisors, LLC History Reduced 20,527 3,181 0.48% 0.72% 547 -561 -2.66% Q3 2026 Oct 13, 2026
INDEPENDENT INVESTORS INC History Added to 20,373 3,157 0.56% 0.23% 548 +15,000 279.17% Q3 2026 Oct 30, 2026
Dakota Wealth Management History No change 14,245 3,149 0.06% 0.06% 549 0 0.0% Q2 2026 Aug 07, 2026
Cohen Klingenstein LLC History No change 20,310 3,147 0.09% 0.13% 550 0 0.0% Q3 2026 Oct 15, 2026
Metis Global Partners, LLC History No change 14,118 3,120 0.07% 0.07% 551 0 0.0% Q2 2026 Aug 10, 2026
BROWN BROTHERS HARRIMAN & CO History No change 14,045 3,105 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Reduced 20,022 3,102 0.04% 0.08% 553 -2,903 -12.66% Q3 2026 Nov 03, 2026
Stonebridge Financial Group, LLC/CA History No change 13,939 3,081 0.43% 0.43% 554 0 0.0% Q2 2026 Aug 13, 2026
Moors & Cabot, Inc. History No change 13,900 3,073 0.12% 0.12% 555 0 0.0% Q2 2026 Aug 10, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 13,812 3,053 0.11% 0.11% 556 0 0.0% Q2 2026 Jul 21, 2026
Two Point Capital Management, Inc. History Reduced 19,621 3,040 1.36% 1.8% 558 -629 -3.11% Q3 2026 Oct 16, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 13,754 3,040 0.06% 0.06% 557 0 0.0% Q2 2026 Aug 12, 2026
CHELSEA COUNSEL CO History No change 13,713 3,031 1.28% 1.28% 559 0 0.0% Q2 2026 Aug 11, 2026
First American Bank History Reduced 19,279 2,987 0.16% 0.25% 560 -667 -3.34% Q3 2026 Oct 27, 2026
BANK OF HAWAII History No change 13,428 2,967 0.15% 0.15% 561 0 0.0% Q2 2026 Aug 13, 2026
Summit Financial, LLC History No change 13,417 2,966 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 13,414 2,965 0.04% 0.04% 563 0 0.0% Q2 2026 Aug 12, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 19,097 2,959 0.07% 0.11% 564 -1,120 -5.54% Q3 2026 Oct 13, 2026
First Financial Bank - Trust Division History Reduced 19,086 2,957 0.21% 0.31% 565 -90 -0.47% Q3 2026 Oct 01, 2026
CITIZENS FINANCIAL GROUP INC/RI History Reduced 18,972 2,940 0.03% 0.12% 566 -25,951 -57.77% Q3 2026 Oct 23, 2026
Marks Group Wealth Management, Inc History No change 13,135 2,903 0.25% 0.25% 567 0 0.0% Q2 2026 Jul 27, 2026
PATTEN & PATTEN INC/TN History Reduced 18,562 2,876 0.15% 0.22% 568 -133 -0.71% Q3 2026 Oct 26, 2026
Brevan Howard Capital Management LP History No change 13,005 2,875 0.02% 0.02% 569 0 0.0% Q2 2026 Aug 14, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 13,000 2,874 0.15% 0.15% 570 0 0.0% Q2 2026 Jul 23, 2026
Iowa State Bank History New 18,391 2,850 0.48% — 571 +18,391 New Q3 2026 Oct 06, 2026
MARTINGALE ASSET MANAGEMENT L P History No change 12,816 2,833 0.07% 0.07% 572 0 0.0% Q2 2026 Aug 13, 2026
LIBERTY ONE INVESTMENT MANAGEMENT, LLC History No change 12,804 2,830 0.28% 0.28% 573 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 12,744 2,817 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 12, 2026
AE Wealth Management LLC History No change 12,676 2,802 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 03, 2026
Amova Asset Management Americas, Inc. History No change 12,643 2,785 0.04% 0.04% 576 0 0.0% Q2 2026 Aug 13, 2026
Consolidated Investment Group LLC History No change 12,539 2,772 0.24% 0.24% 577 0 0.0% Q2 2026 Jul 22, 2026
Union Square Park Capital Management, LLC History No change 12,500 2,763 0.99% 0.99% 578 0 0.0% Q2 2026 Aug 14, 2026
Lifeworks Advisors, LLC History No change 12,463 2,755 0.29% 0.29% 579 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 12,371 2,734 0.23% 0.23% 580 0 0.0% Q2 2026 Aug 11, 2026
DARK FOREST CAPITAL MANAGEMENT LP History No change 12,327 2,725 0.18% 0.18% 581 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 12,313 2,722 0.04% 0.04% 582 0 0.0% Q2 2026 Aug 11, 2026
IronBridge Private Wealth, LLC History No change 12,309 2,721 0.89% 0.89% 583 0 0.0% Q2 2026 Aug 13, 2026
PRINCIPAL SECURITIES, INC. History No change 12,287 2,716 0.03% 0.03% 584 0 0.0% Q2 2026 Aug 04, 2026
Codex Capital Asset Management L.L.C. History No change 17,525 2,715 0.92% 1.34% 585 0 0.0% Q3 2026 Oct 30, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 12,242 2,706 0.06% 0.06% 586 0 0.0% Q2 2026 Jul 31, 2026
Summit Trail Advisors, LLC History No change 12,146 2,685 0.03% 0.03% 587 0 0.0% Q2 2026 Aug 11, 2026
B & T Capital Management DBA Alpha Capital Management History No change 12,120 2,679 0.35% 0.35% 588 0 0.0% Q2 2026 Aug 07, 2026
E Fund Management Co., Ltd. History No change 12,090 2,672 0.06% 0.06% 589 0 0.0% Q2 2026 Aug 10, 2026
BEARING POINT CAPITAL, LLC History No change 11,928 2,637 0.36% 0.36% 590 0 0.0% Q2 2026 Aug 11, 2026
NEVILLE RODIE & SHAW INC History Reduced 16,852 2,611 0.18% 0.24% 591 -14 -0.08% Q3 2026 Oct 05, 2026
Ethic Inc. History No change 11,747 2,597 0.03% 0.03% 592 0 0.0% Q2 2026 Jul 29, 2026
Elk River Wealth Management LLC History No change 11,663 2,578 0.41% 0.41% 593 0 0.0% Q2 2026 Aug 12, 2026
SMITHBRIDGE ASSET MANAGEMENT INC/DE History Added to 16,571 2,568 0.35% 0.49% 594 +358 2.21% Q3 2026 Oct 19, 2026
SVB WEALTH LLC History No change 11,589 2,561 0.16% 0.16% 595 0 0.0% Q2 2026 Jul 17, 2026
DLK Investment Management, LLC History New 16,432 2,546 0.93% — 596 +16,432 New Q3 2026 Oct 08, 2026
Empirical Finance, LLC History No change 11,511 2,544 0.11% 0.11% 597 0 0.0% Q2 2026 Aug 14, 2026
BlueCrest Capital Management Ltd History No change 11,400 2,520 0.08% 0.08% 598 0 0.0% Q2 2026 Aug 14, 2026
Inspire Investing, LLC History New 16,251 2,518 0.11% — 599 +16,251 New Q3 2026 Oct 22, 2026
MARSHALL WACE, LLP History No change 11,312 2,500 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 13, 2026
TOMPKINS FINANCIAL CORP History New 16,088 2,493 0.18% — 601 +16,088 New Q3 2026 Oct 05, 2026
SP Asset Management LLC History No change 11,194 2,474 0.2% 0.2% 602 0 0.0% Q2 2026 Aug 04, 2026
Aureus Asset Management, LLC History No change 11,159 2,467 0.15% 0.15% 603 0 0.0% Q2 2026 Aug 14, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 11,125 2,459 0.03% 0.03% 604 0 0.0% Q2 2026 Aug 07, 2026
First Nebraska Trust Co History Reduced 15,760 2,442 0.2% 0.29% 605 -476 -2.93% Q3 2026 Oct 29, 2026
WISCONSIN CAPITAL MANAGEMENT LLC History No change 10,981 2,427 1.15% 1.15% 606 0 0.0% Q2 2026 Jul 27, 2026
Bensler, LLC History No change 10,680 2,361 0.21% 0.21% 607 0 0.0% Q2 2026 Jul 23, 2026
Wealthspire Advisors, LLC History No change 10,604 2,344 0.01% 0.01% 608 0 0.0% Q2 2026 Aug 11, 2026
FIRST NATIONAL TRUST CO History Reduced 15,122 2,343 0.08% 0.27% 609 -21,225 -58.4% Q3 2026 Oct 28, 2026
Nexus Investment Management ULC History Reduced 15,114 2,342 0.29% 0.44% 610 -101 -0.66% Q3 2026 Oct 27, 2026
Beutel, Goodman & Co Ltd. History No change 10,573 2,337 0.02% 0.02% 611 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 10,565 2,335 0.04% 0.04% 612 0 0.0% Q2 2026 Aug 11, 2026
INGALLS & SNYDER LLC History No change 10,516 2,325 0.06% 0.06% 613 0 0.0% Q2 2026 Aug 14, 2026
WD RUTHERFORD LLC History Added to 14,818 2,296 0.87% 1.09% 614 +1,165 8.53% Q3 2026 Oct 26, 2026
HighPoint Advisor Group LLC History No change 10,385 2,295 0.08% 0.08% 615 0 0.0% Q2 2026 Aug 05, 2026
Bollard Group LLC History No change 10,373 2,293 0.07% 0.07% 616 0 0.0% Q2 2026 Aug 12, 2026
Lighthouse Investment Partners, LLC History No change 10,360 2,290 0.06% 0.06% 617 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 14,606 2,263 0.11% 0.04% 618 +11,402 355.87% Q3 2026 Oct 28, 2026
Pure Financial Advisors, LLC History No change 10,236 2,262 0.03% 0.03% 619 0 0.0% Q2 2026 Aug 14, 2026
Fifth Third Wealth Advisors LLC History Reduced 14,539 2,253 0.06% 0.1% 620 -1,006 -6.47% Q3 2026 Oct 22, 2026
Callan Family Office, LLC History No change 10,170 2,248 0.04% 0.04% 621 0 0.0% Q2 2026 Aug 11, 2026
BFC Planning, Inc. History No change 10,155 2,245 0.09% 0.09% 622 0 0.0% Q2 2026 Oct 29, 2026
Generali Powszechne Towarzystwo Emerytalne History No change 10,059 2,223 0.35% 0.35% 623 0 0.0% Q2 2026 Jul 22, 2026
IHT Wealth Management, LLC History No change 9,992 2,209 0.05% 0.05% 624 0 0.0% Q2 2026 Aug 14, 2026
RiverFront Investment Group, LLC History No change 9,925 2,194 0.03% 0.03% 625 0 0.0% Q2 2026 Jul 29, 2026
AG2R LA MONDIALE GESTION D'ACTIFS History Reduced 14,134 2,190 0.07% 0.11% 626 -50 -0.35% Q3 2026 Oct 26, 2026
BROOKS, MOORE & ASSOCIATES, INC. History No change 9,885 2,185 0.98% 0.98% 627 0 0.0% Q2 2026 Aug 17, 2026
Meixler Investment Management, Ltd. History Added to 14,092 2,183 1.18% 1.47% 628 +2,013 16.67% Q3 2026 Nov 03, 2026
JB Capital LLC History Added to 14,050 2,177 0.07% 0.1% 629 +763 5.74% Q3 2026 Oct 19, 2026
ADELL HARRIMAN & CARPENTER INC History New 13,740 2,129 0.1% — 630 +13,740 New Q3 2026 Nov 02, 2026
Generali Asset Management SPA SGR History Reduced 13,732 2,128 0.04% 0.06% 631 -2,160 -13.59% Q3 2026 Oct 26, 2026
TOKIO MARINE ASSET MANAGEMENT CO LTD History Added to 13,721 2,126 0.06% 0.08% 632 +2,421 21.42% Q3 2026 Oct 26, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 9,546 2,110 0.01% 0.01% 633 0 0.0% Q2 2026 Aug 12, 2026
MUFG SECURITIES AMERICAS INC. History No change 9,543 2,109 0.11% 0.11% 634 0 0.0% Q2 2026 Aug 14, 2026
Hedges Asset Management LLC History Added to 13,575 2,103 1.46% 0.65% 636 +9,100 203.35% Q3 2026 Oct 29, 2026
Van Hulzen Asset Management, LLC History No change 9,513 2,103 0.15% 0.15% 635 0 0.0% Q2 2026 Aug 13, 2026
CHOREO, LLC History Reduced 13,551 2,100 0.02% 0.04% 638 -1,972 -12.7% Q3 2026 Oct 28, 2026
BigSur Wealth Management LLC History No change 13,555 2,100 0.5% 0.72% 637 0 0.0% Q3 2026 Oct 13, 2026
Signet Investment Advisory Group, Inc. History Added to 13,537 2,097 0.91% 1.27% 639 +464 3.55% Q3 2026 Oct 30, 2026
New Hampshire Trust History Added to 13,379 2,073 0.39% 0.34% 641 +5,011 59.88% Q3 2026 Oct 20, 2026
Blue Trust, Inc. History Reduced 13,377 2,073 0.02% 0.03% 640 -1,291 -8.8% Q3 2026 Oct 15, 2026
STOCK YARDS BANK & TRUST CO History No change 9,353 2,065 0.06% 0.06% 642 0 0.0% Q2 2026 Aug 19, 2026
NBT BANK, N.A. History New 13,308 2,062 0.14% — 643 +13,308 New Q3 2026 Oct 21, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 13,288 2,059 0.08% 0.11% 644 +455 3.55% Q3 2026 Oct 26, 2026
BI Asset Management Fondsmaeglerselskab A/S History Reduced 13,220 2,049 0.02% 0.03% 645 -3,653 -21.65% Q3 2026 Oct 22, 2026
Pathway Financial Advisors LLC History New 13,205 2,046 0.23% — 646 +13,205 New Q3 2026 Oct 07, 2026
Shepherd Financial Partners LLC History No change 9,174 2,028 0.17% 0.17% 647 0 0.0% Q2 2026 Aug 10, 2026
TrinityBridge Ltd History Reduced 13,033 2,020 0.06% 0.16% 648 -13,939 -51.68% Q3 2026 Oct 30, 2026
Camarda Financial Advisors, LLC History No change 9,117 2,015 0.61% 0.61% 649 0 0.0% Q2 2026 Aug 14, 2026
Farmers & Merchants Trust Co of Long Beach History Added to 12,991 2,013 0.42% 0.62% 650 +9 0.07% Q3 2026 Oct 21, 2026
LOM Asset Management Ltd History No change 9,081 2,007 0.52% 0.52% 651 0 0.0% Q2 2026 Aug 04, 2026
NovaPoint Capital, LLC History Reduced 12,799 1,983 0.43% 0.6% 652 -259 -1.98% Q3 2026 Oct 22, 2026
Cox Capital Mgt LLC History Added to 12,590 1,951 1.09% 0.59% 653 +7,781 161.8% Q3 2026 Oct 07, 2026
Laird Norton Wetherby Trust Company, LLC History No change 8,786 1,942 0.04% 0.04% 654 0 0.0% Q2 2026 Aug 14, 2026
Clear Harbor Asset Management, LLC History No change 8,781 1,941 0.12% 0.12% 655 0 0.0% Q2 2026 Aug 12, 2026
Accent Capital Management, LLC History No change 8,756 1,935 0.84% 0.84% 656 0 0.0% Q2 2026 Aug 12, 2026
Rodgers Brothers Inc. History No change 8,751 1,934 0.19% 0.19% 657 0 0.0% Q2 2026 Aug 05, 2026
Rossmore Private Capital History Reduced 12,180 1,887 0.14% 0.22% 659 -199 -1.61% Q3 2026 Oct 27, 2026
First Western Trust Bank History No change 8,574 1,887 0.09% 0.09% 658 0 0.0% Q2 2026 Jul 29, 2026
StoneX Group Inc. History No change 8,522 1,884 0.08% 0.08% 660 0 0.0% Q2 2026 Aug 12, 2026
LYNCH & ASSOCIATES/IN History Reduced 12,131 1,879 0.27% 0.49% 661 -631 -4.94% Q3 2026 Oct 13, 2026
BOKF, NA History New 12,120 1,878 0.03% — 662 +12,120 New Q3 2026 Oct 27, 2026
Clayton Partners LLC History No change 8,489 1,876 1.23% 1.23% 663 0 0.0% Q2 2026 Aug 14, 2026
Independent Advisor Alliance History No change 8,421 1,861 0.04% 0.04% 664 0 0.0% Q2 2026 Aug 12, 2026
LYNX CAPITAL GROUP LTD /ADV History No change 8,361 1,848 0.75% 0.75% 665 0 0.0% Q2 2026 Aug 12, 2026
Kentucky Retirement Systems Insurance Trust Fund History No change 8,352 1,846 0.11% 0.11% 666 0 0.0% Q2 2026 Aug 14, 2026
Hemenway Trust Co LLC History No change 8,311 1,837 0.13% 0.13% 667 0 0.0% Q2 2026 Aug 10, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 11,839 1,834 0.03% 0.06% 669 -3,601 -23.32% Q3 2026 Oct 28, 2026
Evercore Wealth Management, LLC History No change 8,295 1,834 0.03% 0.03% 668 0 0.0% Q2 2026 Aug 14, 2026
Emerald Investment Advisers, LLC History No change 8,257 1,825 0.12% 0.12% 670 0 0.0% Q2 2026 Aug 12, 2026
Diversified Trust Co History No change 8,241 1,822 0.03% 0.03% 671 0 0.0% Q2 2026 Jul 17, 2026
Schonfeld Strategic Advisors LLC History No change 8,208 1,814 0.01% 0.01% 672 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 8,197 1,812 0.03% 0.03% 673 0 0.0% Q2 2026 Aug 14, 2026
All Terrain Financial Advisors, LLC History No change 8,118 1,794 0.29% 0.29% 674 0 0.0% Q2 2026 Aug 11, 2026
Kensington Investment Counsel, LLC History No change 8,107 1,792 0.78% 0.78% 675 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History New 11,489 1,780 0.02% — 676 +11,489 New Q3 2026 Oct 21, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 8,407 1,779 0.06% 0.06% 677 0 0.0% Q2 2026 Jul 23, 2026
CAMBIENT FAMILY OFFICE, LLC History No change 8,017 1,772 0.22% 0.22% 678 0 0.0% Q2 2026 Aug 13, 2026
Barbara Oil Co. History No change 8,000 1,768 0.59% 0.59% 679 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 7,977 1,763 0.02% 0.02% 680 0 0.0% Q2 2026 Jul 24, 2026
ROMANO BROTHERS AND COMPANY History Reduced 11,337 1,756 0.18% 0.26% 681 -202 -1.75% Q3 2026 Oct 22, 2026
NICOLET BANKSHARES INC History No change 7,648 1,746 0.06% 0.06% 682 0 0.0% Q2 2026 Aug 11, 2026
Goelzer Investment Management, Inc. History Reduced 11,253 1,743 0.08% 0.11% 683 -535 -4.54% Q3 2026 Oct 15, 2026
Meiji Yasuda Asset Management Co Ltd. History No change 7,859 1,737 0.08% 0.08% 684 0 0.0% Q2 2026 Aug 12, 2026
Meeder Advisory Services, Inc. History No change 7,860 1,737 0.06% 0.06% 685 0 0.0% Q2 2026 Aug 07, 2026
SCS Capital Management LLC History No change 7,768 1,717 0.02% 0.02% 686 0 0.0% Q2 2026 Aug 06, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 8,278 1,711 0.35% 0.35% 687 0 0.0% Q2 2026 Aug 06, 2026
BENEDICT FINANCIAL ADVISORS INC History Reduced 11,035 1,710 0.34% 0.57% 688 -2,279 -17.12% Q3 2026 Oct 07, 2026
MGO ONE SEVEN LLC History Added to 10,907 1,690 0.03% 0.04% 689 +1,291 13.43% Q3 2026 Oct 28, 2026
Capital Analysts, LLC History No change 7,626 1,686 0.04% 0.04% 690 0 0.0% Q2 2026 Aug 05, 2026
Berkeley, Inc History New 10,872 1,684 0.52% — 691 +10,872 New Q3 2026 Oct 20, 2026
CHILTON INVESTMENT CO INC. History No change 7,592 1,678 0.04% 0.04% 692 0 0.0% Q2 2026 Aug 14, 2026
ASAHI LIFE ASSET MANAGEMENT CO., LTD. History No change 7,546 1,668 0.94% 0.94% 693 0 0.0% Q2 2026 Aug 10, 2026
China Universal Asset Management Co., Ltd. History Added to 10,676 1,659 0.09% 0.13% 694 +1,136 11.91% Q3 2026 Oct 27, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 7,492 1,656 1.18% 1.18% 695 0 0.0% Q2 2026 Aug 18, 2026
Vise Technologies, Inc. History Reduced 10,573 1,638 0.01% 0.03% 696 -2,767 -20.74% Q3 2026 Oct 28, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 7,368 1,628 0.11% 0.11% 697 0 0.0% Q2 2026 Aug 04, 2026
PKO Investment Management Joint-Stock Co History No change 10,500 1,627 0.11% 0.17% 698 0 0.0% Q3 2026 Oct 19, 2026
Caldwell Trust Co History Reduced 10,473 1,623 0.13% 0.2% 699 -670 -6.01% Q3 2026 Oct 30, 2026
Howard Capital Management, LLC History No change 10,409 1,613 0.02% 0.03% 700 0 0.0% Q3 2026 Oct 15, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History No change 7,291 1,611 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 11, 2026
Providence Wealth Advisors, LLC History New 10,328 1,597 0.92% — 702 +10,328 New Q3 2026 Oct 29, 2026
Ascentis Independent Advisors History Added to 10,273 1,592 0.09% 0.03% 703 +10,218 18578.18% Q3 2026 Nov 03, 2026
B. Riley Wealth Advisors, Inc. History Added to 10,260 1,590 0.06% 0.08% 704 +3,456 50.79% Q3 2026 Oct 13, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History New 10,249 1,588 0.13% — 705 +10,249 New Q3 2026 Oct 13, 2026
Brookmont Capital Management History Added to 10,205 1,581 0.9% 1.2% 706 +58 0.57% Q3 2026 Oct 23, 2026
Baldwin Investment Management, LLC History No change 7,035 1,555 0.15% 0.15% 707 0 0.0% Q2 2026 Jul 28, 2026
Focus Partners Advisor Solutions, LLC History No change 6,993 1,546 0.01% 0.01% 708 0 0.0% Q2 2026 Aug 06, 2026
STUDIO INVESTMENT MANAGEMENT LLC History Reduced 9,957 1,543 0.26% 0.37% 709 -65 -0.65% Q3 2026 Oct 22, 2026
Ashurst Perkins Coie Trust Co History New 9,946 1,541 0.25% — 710 +9,946 New Q3 2026 Oct 14, 2026
Busey Bank History New 9,914 1,536 0.04% — 711 +9,914 New Q3 2026 Oct 26, 2026
EQUITABLE TRUST CO History Added to 9,821 1,521 0.06% 0.06% 712 +3,084 45.78% Q3 2026 Oct 13, 2026
Hanson & Doremus Investment Management History Added to 9,818 1,521 0.15% 0.16% 713 +2,585 35.74% Q3 2026 Oct 16, 2026
Sage Capital Advisors,llc History Reduced 9,796 1,518 0.3% 0.58% 714 -2,867 -22.64% Q3 2026 Oct 13, 2026
Broyhill Asset Management, LLC History No change 6,851 1,514 1.35% 1.35% 715 0 0.0% Q2 2026 Aug 04, 2026
North Dakota State Investment Board History New 9,719 1,506 0.06% — 716 +9,719 New Q3 2026 Oct 27, 2026
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 9,681 1,500 0.3% 0.52% 717 -2,460 -20.26% Q3 2026 Oct 08, 2026
Perigon Wealth Management, LLC History Reduced 9,664 1,497 0.02% 0.05% 718 -3,794 -28.19% Q3 2026 Oct 22, 2026
SevenBridge Financial Group, LLC History Reduced 9,340 1,493 0.22% 0.24% 719 -358 -3.69% Q3 2026 Oct 26, 2026
Scott & Selber, Inc. History Reduced 9,633 1,492 0.31% 0.45% 720 -21 -0.22% Q3 2026 Oct 21, 2026
HUB Investment Partners, LLC History Added to 9,609 1,489 0.03% 0.03% 722 +2,298 31.43% Q3 2026 Nov 03, 2026
HEADINVEST, LLC History No change 6,739 1,489 0.28% 0.28% 721 0 0.0% Q2 2026 Aug 14, 2026
Axiom Investment Management LLC History No change 6,716 1,484 0.99% 0.99% 723 0 0.0% Q2 2026 Jul 30, 2026
Fractal Investments LLC History New 9,550 1,479 0.17% — 724 +9,550 New Q3 2026 Oct 28, 2026
Roundview Capital LLC History No change 6,684 1,477 0.08% 0.08% 725 0 0.0% Q2 2026 Jul 30, 2026
PFG Investments, LLC History No change 6,669 1,474 0.06% 0.06% 726 0 0.0% Q2 2026 Jul 23, 2026
KANAWHA CAPITAL MANAGEMENT LLC History Reduced 9,421 1,459 0.09% 0.14% 727 -30 -0.32% Q3 2026 Oct 19, 2026
Werlinich Asset Management, LLC History Added to 9,412 1,458 0.56% 0.56% 728 +2,726 40.77% Q3 2026 Oct 09, 2026
Fort Sheridan Advisors LLC History No change 6,593 1,457 0.16% 0.16% 729 0 0.0% Q2 2026 Aug 05, 2026
Heritage Trust Co History No change 6,654 1,457 0.13% 0.13% 730 0 0.0% Q2 2026 Aug 06, 2026
CHEMUNG CANAL TRUST CO History No change 6,604 1,456 0.27% 0.27% 731 0 0.0% Q2 2026 Jul 15, 2026
Johnson Financial Group, Inc. History No change 6,555 1,449 0.05% 0.05% 732 0 0.0% Q2 2026 Aug 10, 2026
American Money Management, LLC History No change 6,546 1,447 0.21% 0.21% 733 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History Reduced 9,319 1,444 0.34% 0.59% 734 -1,604 -14.68% Q3 2026 Nov 03, 2026
Vickerman Investment Advisors, Inc. History No change 6,524 1,442 0.28% 0.28% 735 0 0.0% Q2 2026 Aug 13, 2026
Atom Investors LP History No change 6,515 1,440 0.13% 0.13% 736 0 0.0% Q2 2026 Aug 14, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 6,500 1,437 0.03% 0.03% 737 0 0.0% Q2 2026 Aug 11, 2026
Autumn Glory Partners, LLC History Added to 9,260 1,435 0.4% 0.39% 738 +2,988 47.64% Q3 2026 Oct 26, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 9,241 1,432 0.02% 0.03% 739 -3,382 -26.79% Q3 2026 Oct 15, 2026
FIRST CITIZENS BANK & TRUST CO History New 9,239 1,431 0.02% — 740 +9,239 New Q3 2026 Oct 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 9,150 1,417 0.06% 0.04% 741 -2,607 -22.17% Q3 2026 Oct 21, 2026
Tower Research Capital LLC (TRC) History No change 6,409 1,416 0.03% 0.03% 742 0 0.0% Q2 2026 Aug 11, 2026
American Trust History No change 6,461 1,415 0.11% 0.11% 743 0 0.0% Q2 2026 Aug 14, 2026
RNC CAPITAL MANAGEMENT LLC History No change 6,358 1,405 0.06% 0.06% 744 0 0.0% Q2 2026 Aug 06, 2026
Cornerstone Planning, LLC History New 6,959 1,401 0.29% — 746 +6,959 New Q3 2026 Oct 27, 2026
Vestcor Inc History No change 6,335 1,401 0.03% 0.03% 745 0 0.0% Q2 2026 Aug 11, 2026
44 WEALTH MANAGEMENT LLC History No change 6,332 1,399 0.46% 0.46% 747 0 0.0% Q2 2026 Aug 14, 2026
HARBOR INVESTMENT ADVISORY, LLC History New 9,001 1,394 0.09% — 748 +9,001 New Q3 2026 Oct 13, 2026
Integrated Advisors Network LLC History Reduced 8,967 1,389 0.06% 0.11% 749 -1,521 -14.5% Q3 2026 Oct 20, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 6,276 1,387 0.08% 0.08% 750 0 0.0% Q2 2026 Aug 13, 2026
HALL CAPITAL MANAGEMENT CO INC History No change 6,253 1,382 0.43% 0.43% 751 0 0.0% Q2 2026 Aug 14, 2026
MOORE CAPITAL MANAGEMENT, LP History No change 6,249 1,381 0.02% 0.02% 752 0 0.0% Q2 2026 Aug 14, 2026
Nordwand Advisors, LLC History No change 6,237 1,378 0.21% 0.21% 753 0 0.0% Q2 2026 Aug 07, 2026
Pine Valley Investments Ltd Liability Co History No change 6,197 1,370 0.05% 0.05% 754 0 0.0% Q2 2026 Jul 24, 2026
Venture Visionary Partners LLC History Added to 8,815 1,366 0.04% 0.05% 755 +797 9.94% Q3 2026 Oct 07, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 6,179 1,365 0.17% 0.17% 756 0 0.0% Q2 2026 Aug 14, 2026
Sawyer & Company, Inc History Reduced 8,808 1,364 0.46% 0.67% 757 -161 -1.8% Q3 2026 Oct 21, 2026
Walsky Investment Management, Inc. History No change 6,159 1,361 1.26% 1.26% 758 0 0.0% Q2 2026 Aug 14, 2026
Lineweaver Wealth Advisors, LLC History New 8,763 1,358 0.16% — 759 +8,763 New Q3 2026 Oct 13, 2026
Spartan Wealth Advisory Services LLC History No change 6,135 1,356 0.11% 0.11% 760 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF TOLEDO NA /OH/ History New 8,736 1,353 0.11% — 761 +8,736 New Q3 2026 Oct 16, 2026
Financial Enhancement Group LLC History New 8,834 1,352 0.16% — 762 +8,834 New Q3 2026 Oct 08, 2026
AlTi Global, Inc. History No change 6,104 1,349 0.03% 0.03% 763 0 0.0% Q2 2026 Aug 05, 2026
Tevis Investment Management History No change 6,106 1,349 0.74% 0.74% 764 0 0.0% Q2 2026 Aug 05, 2026
Limestone Investment Advisors LP History No change 6,100 1,348 0.1% 0.1% 765 0 0.0% Q2 2026 Aug 14, 2026
Bill Few Associates, Inc. History New 8,691 1,346 0.28% — 767 +8,691 New Q3 2026 Oct 09, 2026
Brookstone Capital Management History Reduced 8,688 1,346 0.01% 0.02% 766 -2,289 -20.85% Q3 2026 Oct 22, 2026
OneDigital Investment Advisors LLC History No change 6,066 1,340 0.01% 0.01% 768 0 0.0% Q2 2026 Aug 06, 2026
Spectrum Asset Management, Inc. (NB/CA) History Reduced 8,632 1,337 0.39% 0.54% 769 -218 -2.46% Q3 2026 Oct 19, 2026
CVFG LLC History No change 6,012 1,329 0.14% 0.14% 770 0 0.0% Q2 2026 Aug 11, 2026
Ameritas Advisory Services, LLC History No change 6,006 1,327 0.03% 0.03% 771 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 8,557 1,326 0.04% 0.05% 772 -313 -3.53% Q3 2026 Oct 08, 2026
EagleClaw Capital Managment, LLC History No change 5,999 1,326 0.18% 0.18% 773 0 0.0% Q2 2026 Aug 10, 2026
Covalis Capital LLP History No change 6,000 1,326 0.07% 0.07% 774 0 0.0% Q2 2026 Aug 13, 2026
White Pine Investment CO History Reduced 8,548 1,325 0.28% 0.42% 775 -377 -4.22% Q3 2026 Oct 15, 2026
Clark Capital Management Group, Inc. History No change 5,987 1,323 0.01% 0.01% 776 0 0.0% Q2 2026 Aug 11, 2026
SPINNAKER TRUST History No change 5,987 1,322 0.06% 0.06% 777 0 0.0% Q2 2026 Aug 03, 2026
Naviter Wealth, LLC History No change 5,957 1,316 0.12% 0.12% 778 0 0.0% Q2 2026 Aug 07, 2026
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC History No change 5,934 1,311 0.25% 0.25% 779 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 5,912 1,306 0.02% 0.02% 780 0 0.0% Q2 2026 Aug 06, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 8,397 1,301 0.05% 0.07% 782 +449 5.65% Q3 2026 Oct 23, 2026
Bryn Mawr Trust Advisors, LLC History No change 5,886 1,301 0.06% 0.06% 781 0 0.0% Q2 2026 Aug 03, 2026
HOLDERNESS INVESTMENTS CO History No change 5,877 1,299 0.22% 0.22% 783 0 0.0% Q2 2026 Aug 12, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,863 1,296 0.06% 0.06% 784 0 0.0% Q2 2026 Aug 11, 2026
EXCHANGE TRADED CONCEPTS, LLC History Added to 8,303 1,286 0.01% 0.01% 785 +1,586 23.61% Q3 2026 Oct 28, 2026
B. Metzler seel. Sohn & Co. AG History Reduced 8,298 1,285 0.01% 0.07% 786 -27,402 -76.76% Q3 2026 Oct 30, 2026
Essex Financial Services, Inc. History No change 5,800 1,282 0.06% 0.06% 787 0 0.0% Q2 2026 Aug 10, 2026
Verdence Capital Advisors LLC History Added to 8,262 1,280 0.05% 0.09% 788 +382 4.85% Q3 2026 Oct 26, 2026
Columbia Asset Management History Added to 8,210 1,272 0.22% 0.24% 789 +1,934 30.82% Q3 2026 Oct 19, 2026
NORTHCAPE WEALTH MANAGEMENT, LLC History No change 5,752 1,271 0.33% 0.33% 790 0 0.0% Q2 2026 Aug 10, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 8,189 1,269 0.28% 0.41% 791 -40 -0.49% Q3 2026 Oct 16, 2026
Great Waters Wealth Management History New 8,158 1,264 0.11% — 792 +8,158 New Q3 2026 Oct 07, 2026
PITTENGER & ANDERSON INC History Reduced 8,150 1,263 0.05% 0.27% 793 -25,463 -75.75% Q3 2026 Nov 02, 2026
Prime Capital Investment Advisors, LLC History Reduced 8,138 1,261 0.01% 0.02% 794 -1,785 -17.99% Q3 2026 Oct 20, 2026
Ashton Thomas Private Wealth, LLC History Reduced 8,115 1,257 0.03% 0.05% 795 -3,371 -29.35% Q3 2026 Nov 02, 2026
Zhang Financial LLC History No change 5,685 1,256 0.04% 0.04% 796 0 0.0% Q2 2026 Jul 30, 2026
Azimuth Capital Investment Management LLC History No change 5,655 1,250 0.04% 0.04% 797 0 0.0% Q2 2026 Aug 12, 2026
HOME FEDERAL BANK OF TENNESSEE History Added to 8,060 1,249 0.27% 0.38% 798 +133 1.68% Q3 2026 Oct 15, 2026
Carnegie Investment Counsel History Reduced 8,029 1,244 0.02% 0.04% 799 -882 -9.9% Q3 2026 Oct 20, 2026
Valeo Financial Advisors, LLC History Reduced 7,992 1,238 0.03% 0.04% 800 -137 -1.69% Q3 2026 Oct 08, 2026
Mutual Advisors, LLC History No change 5,593 1,236 0.02% 0.02% 801 0 0.0% Q2 2026 Aug 14, 2026
Argo Wealth Advisory, LLC History No change 5,594 1,236 0.68% 0.68% 802 0 0.0% Q2 2026 Aug 07, 2026
Marathon Wealth Advisors LLC History No change 5,594 1,236 0.42% 0.42% 803 0 0.0% Q2 2026 Sep 11, 2026
Kintayl Capital LP History No change 5,580 1,233 0.49% 0.49% 804 0 0.0% Q2 2026 Aug 14, 2026
BAR HARBOR WEALTH MANAGEMENT History New 7,901 1,224 0.07% — 806 +7,901 New Q3 2026 Oct 21, 2026
Stanley-Laman Group, Ltd. History Reduced 7,900 1,224 0.13% 0.18% 805 -198 -2.45% Q3 2026 Oct 20, 2026
Leisure Capital Management History Reduced 7,898 1,223 0.39% 0.55% 807 -106 -1.32% Q3 2026 Nov 03, 2026
MONEY CONCEPTS CAPITAL CORP History No change 5,520 1,220 0.06% 0.06% 808 0 0.0% Q2 2026 Aug 04, 2026
CenterBook Partners LP History Added to 7,839 1,214 0.06% 0.03% 809 +4,772 155.59% Q3 2026 Nov 02, 2026
WHITE PINE CAPITAL LLC History No change 5,467 1,208 0.29% 0.29% 810 0 0.0% Q2 2026 Aug 05, 2026
Choate Investment Advisors History No change 5,429 1,200 0.02% 0.02% 811 0 0.0% Q2 2026 Aug 11, 2026
TCI Wealth Advisors, Inc. History Added to 7,675 1,189 0.05% 0.07% 813 +91 1.2% Q3 2026 Oct 30, 2026
INTRUST BANK NA History No change 5,380 1,189 0.09% 0.09% 812 0 0.0% Q2 2026 Aug 05, 2026
CANANDAIGUA NATIONAL BANK & TRUST CO History New 7,659 1,186 0.1% — 815 +7,659 New Q3 2026 Oct 07, 2026
Sargent Investment Group, LLC History No change 5,365 1,186 0.14% 0.14% 814 0 0.0% Q2 2026 Aug 11, 2026
Stratos Investment Management, LLC History No change 5,359 1,184 0.04% 0.04% 816 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History Added to 7,630 1,182 0.02% 0.02% 817 +2,960 63.38% Q3 2026 Oct 16, 2026
Palouse Capital Management, Inc. History No change 5,342 1,180 0.74% 0.74% 818 0 0.0% Q2 2026 Jul 08, 2026
IAM Advisory, LLC History No change 5,337 1,179 0.23% 0.23% 819 0 0.0% Q2 2026 Jul 14, 2026
Founders Financial Alliance, LLC History No change 5,332 1,178 0.16% 0.16% 820 0 0.0% Q2 2026 Aug 04, 2026
Focus Financial Network, Inc. History Reduced 7,573 1,173 0.04% 0.06% 821 -465 -5.79% Q3 2026 Oct 14, 2026
Wills Financial Group LLC History No change 5,307 1,173 0.43% 0.43% 822 0 0.0% Q2 2026 Aug 14, 2026
Congress Park Capital LLC History Added to 7,534 1,167 0.31% 0.41% 823 +652 9.47% Q3 2026 Oct 13, 2026
Sterling Investment Advisors, Ltd. History Reduced 7,522 1,165 0.19% 0.32% 824 -1,163 -13.39% Q3 2026 Oct 27, 2026
Savvy Advisors, Inc. History No change 5,261 1,163 0.02% 0.02% 825 0 0.0% Q2 2026 Aug 03, 2026
MITCHELL MCLEOD PUGH & WILLIAMS INC History No change 5,246 1,159 0.14% 0.14% 826 0 0.0% Q2 2026 Aug 11, 2026
ICICI Prudential Asset Management Co Ltd History No change 5,239 1,158 0.13% 0.13% 827 0 0.0% Q2 2026 Aug 06, 2026
Laurel Wealth Advisors LLC History Reduced 7,462 1,156 0.11% 0.17% 828 -472 -5.95% Q3 2026 Oct 27, 2026
Gen-Wealth Partners Inc History No change 5,233 1,156 0.32% 0.32% 829 0 0.0% Q2 2026 Aug 10, 2026
SouthState Bank Corp History No change 5,215 1,152 0.05% 0.05% 830 0 0.0% Q2 2026 Aug 06, 2026
Hardy Reed LLC History No change 5,208 1,151 0.07% 0.07% 831 0 0.0% Q2 2026 Aug 03, 2026
Beaton Management Co. Inc. History No change 5,198 1,149 0.47% 0.47% 832 0 0.0% Q2 2026 Aug 07, 2026
Dynasty Wealth Management, LLC History No change 5,175 1,144 0.01% 0.01% 833 0 0.0% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History No change 5,157 1,140 0.05% 0.05% 834 0 0.0% Q2 2026 Aug 14, 2026
Empire Financial Management Company, LLC History No change 5,151 1,138 0.45% 0.45% 835 0 0.0% Q2 2026 Aug 14, 2026
Confluence Wealth Services, Inc. History No change 5,140 1,136 0.03% 0.03% 836 0 0.0% Q2 2026 Jul 22, 2026
AVITY INVESTMENT MANAGEMENT INC. History Reduced 7,293 1,130 0.07% 0.1% 837 -50 -0.68% Q3 2026 Oct 09, 2026
BFSG, LLC History Reduced 7,291 1,129 0.1% 0.15% 838 -197 -2.63% Q3 2026 Oct 30, 2026
MONECO ADVISORS, LLC History No change 5,094 1,126 0.07% 0.07% 839 0 0.0% Q2 2026 Aug 11, 2026
J. Derek Lewis & Associates Inc. History No change 5,081 1,123 0.21% 0.21% 840 0 0.0% Q2 2026 Jul 31, 2026
CHICAGO TRUST Co NA History New 7,222 1,119 0.15% — 841 +7,222 New Q3 2026 Oct 28, 2026
Palisade Asset Management, LLC History Reduced 7,209 1,117 0.11% 0.15% 842 -183 -2.48% Q3 2026 Nov 03, 2026
Buckley Wealth Management, LLC History No change 5,041 1,114 0.28% 0.28% 843 0 0.0% Q2 2026 Aug 07, 2026
Advisors Preferred, LLC History No change 4,500 1,112 0.17% 0.17% 844 0 0.0% Q2 2026 Aug 11, 2026
Pflug Koory, LLC History Reduced 7,161 1,109 0.46% 0.64% 845 -71 -0.98% Q3 2026 Oct 26, 2026
COBALT CAPITAL MANAGEMENT, INC. History No change 5,000 1,105 0.79% 0.79% 846 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 5,000 1,105 0.05% 0.05% 847 0 0.0% Q2 2026 Aug 14, 2026
WATER ISLAND CAPITAL LLC History No change 5,000 1,105 0.1% 0.1% 848 0 0.0% Q2 2026 Aug 14, 2026
Alpine Global Management, LLC History No change 5,000 1,105 0.18% 0.18% 849 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,000 1,105 0.12% 0.12% 850 0 0.0% Q2 2026 Jul 09, 2026
AMG National Trust Bank History No change 4,982 1,099 0.02% 0.02% 851 0 0.0% Q2 2026 Aug 06, 2026
GS Investments, Inc. History No change 4,935 1,091 0.79% 0.79% 852 0 0.0% Q2 2026 Aug 06, 2026
T. Rowe Price Investment Management, Inc. History No change 4,930 1,090 0.0% 0.0% 853 0 0.0% Q2 2026 Aug 14, 2026
Summit Asset Management, LLC History No change 4,888 1,080 0.14% 0.14% 854 0 0.0% Q2 2026 Aug 06, 2026
XCELSIOR ADVISOR PARTNERS LLC History No change 4,827 1,067 0.14% 0.14% 855 0 0.0% Q2 2026 Aug 14, 2026
Claro Advisors Inc. History Reduced 6,867 1,064 0.1% 0.16% 856 -22 -0.32% Q3 2026 Nov 02, 2026
Bull Street Advisors, LLC History Reduced 6,859 1,063 0.48% 0.7% 859 -29 -0.42% Q3 2026 Oct 20, 2026
WELCH & FORBES LLC History No change 4,815 1,063 0.01% 0.01% 857 0 0.0% Q2 2026 Jul 30, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 4,810 1,063 0.18% 0.18% 858 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History Reduced 6,846 1,060 0.05% 0.08% 860 -424 -5.83% Q3 2026 Oct 15, 2026
WENDELL DAVID ASSOCIATES INC History Reduced 6,782 1,051 0.11% 0.16% 861 -50 -0.73% Q3 2026 Oct 27, 2026
DSG Capital Advisors, LLC History No change 5,060 1,050 0.15% 0.15% 862 0 0.0% Q2 2026 Aug 06, 2026
Bluespring Wealth Management, LLC History No change 4,749 1,049 0.02% 0.02% 863 0 0.0% Q2 2026 Aug 11, 2026
TWIN CAPITAL MANAGEMENT INC History No change 4,744 1,048 0.11% 0.11% 864 0 0.0% Q2 2026 Aug 06, 2026
Osprey Private Wealth LLC History No change 4,731 1,045 0.27% 0.27% 865 0 0.0% Q2 2026 Aug 03, 2026
BDF-GESTION History Reduced 6,733 1,043 0.14% 0.73% 866 -854 -11.26% Q3 2026 Oct 19, 2026
DIAMANT ASSET MANAGEMENT, INC. History No change 4,720 1,043 0.71% 0.71% 867 0 0.0% Q2 2026 Jul 30, 2026
OFI INVEST ASSET MANAGEMENT History No change 4,859 1,043 0.01% 0.01% 868 0 0.0% Q2 2026 Jul 17, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 4,710 1,041 0.14% 0.14% 869 0 0.0% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History Reduced 6,687 1,036 0.01% 0.01% 870 -2,766 -29.26% Q3 2026 Oct 26, 2026
TEMA ETFS LLC History Reduced 6,639 1,028 0.04% 0.11% 872 -8,253 -55.42% Q3 2026 Oct 16, 2026
COLRAIN CAPITAL LLC History No change 4,650 1,028 0.35% 0.35% 871 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 6,583 1,020 0.02% 0.03% 873 -1,736 -20.87% Q3 2026 Oct 13, 2026
Zurich Insurance Group Ltd/FI History No change 4,600 1,016 0.01% 0.01% 874 0 0.0% Q2 2026 Aug 14, 2026
Fruth Investment Management History Added to 6,550 1,015 0.25% 0.26% 875 +1,650 33.67% Q3 2026 Oct 13, 2026
Dynamic Advisor Solutions LLC History Reduced 6,535 1,012 0.03% 0.07% 876 -4,934 -43.02% Q3 2026 Oct 13, 2026
Peloton Wealth Strategists History No change 4,575 1,011 0.37% 0.37% 877 0 0.0% Q2 2026 Aug 10, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 4,550 1,005 0.17% 0.17% 878 0 0.0% Q2 2026 Aug 04, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 4,506 996 0.0% 0.0% 879 0 0.0% Q2 2026 Aug 13, 2026
KTF INVESTMENTS, LLC History Reduced 6,406 992 0.11% 0.22% 880 -3,333 -34.22% Q3 2026 Oct 23, 2026
Kesler, Norman & Wride, LLC History No change 4,484 991 0.16% 0.16% 881 0 0.0% Q2 2026 Jul 23, 2026
MONTAG A & ASSOCIATES INC History Reduced 6,391 990 0.04% 0.08% 882 -2,034 -24.14% Q3 2026 Oct 29, 2026
Round Rock Advisors LLC History No change 4,480 990 0.13% 0.13% 883 0 0.0% Q2 2026 Aug 12, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 4,475 989 0.07% 0.07% 884 0 0.0% Q2 2026 Aug 14, 2026
NorthRock Partners, LLC History No change 4,468 987 0.01% 0.01% 885 0 0.0% Q2 2026 Aug 11, 2026
Grove Bank & Trust History New 6,327 980 0.1% — 887 +6,327 New Q3 2026 Oct 08, 2026
HBK Sorce Advisory LLC History No change 4,816 980 0.02% 0.02% 886 0 0.0% Q2 2026 Aug 06, 2026
EASTERN BANK History New 6,319 979 0.01% — 889 +6,319 New Q3 2026 Oct 05, 2026
Waldron Private Wealth LLC History Reduced 6,318 979 0.03% 0.05% 888 -13 -0.21% Q3 2026 Nov 02, 2026
SCHULHOFF & CO INC History No change 4,417 976 0.39% 0.39% 890 0 0.0% Q2 2026 Aug 13, 2026
RFG Advisory, LLC History Reduced 6,297 975 0.01% 0.03% 891 -2,546 -28.79% Q3 2026 Nov 03, 2026
Vontobel Holding Ltd. History Reduced 6,261 970 0.0% 0.04% 892 -53,526 -89.53% Q3 2026 Oct 16, 2026
WEDBUSH SECURITIES INC History Reduced 6,246 968 0.02% 0.06% 894 -4,073 -39.47% Q3 2026 Oct 22, 2026
ST GERMAIN D J CO INC History No change 4,379 968 0.03% 0.03% 893 0 0.0% Q2 2026 Jul 21, 2026
CULLINAN ASSOCIATES INC History No change 4,345 960 0.07% 0.07% 895 0 0.0% Q2 2026 Jul 29, 2026
Boston Trust Walden Corp History Reduced 6,190 959 0.01% 0.01% 896 -417 -6.31% Q3 2026 Oct 30, 2026
SMITH, MOORE & CO. History No change 4,312 953 0.06% 0.06% 897 0 0.0% Q2 2026 Aug 12, 2026
Delaney Dennis R History No change 4,307 952 0.3% 0.3% 898 0 0.0% Q2 2026 Aug 21, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 6,096 944 0.02% 0.04% 899 -2,571 -29.66% Q3 2026 Oct 20, 2026
Harbour Capital Advisors, LLC History Reduced 6,075 941 0.17% 0.25% 900 -172 -2.75% Q3 2026 Oct 13, 2026
GREAT LAKES ADVISORS, LLC History No change 4,254 940 0.01% 0.01% 901 0 0.0% Q2 2026 Aug 10, 2026
CHILTON CAPITAL MANAGEMENT LLC History Reduced 6,065 939 0.03% 0.04% 902 -100 -1.62% Q3 2026 Oct 28, 2026
Kovack Advisors, Inc. History No change 4,136 933 0.04% 0.04% 903 0 0.0% Q2 2026 Jul 28, 2026
COMMONS CAPITAL, LLC History No change 4,218 932 0.65% 0.65% 904 0 0.0% Q2 2026 Jul 30, 2026
Harvest Investment Advisors, LLC History No change 4,209 930 0.46% 0.46% 905 0 0.0% Q2 2026 Aug 14, 2026
BLB&B Advisors, LLC History Reduced 5,985 927 0.03% 0.06% 906 -984 -14.12% Q3 2026 Oct 27, 2026
NTV ASSET MANAGEMENT LLC History Reduced 5,950 922 0.09% 0.2% 907 -3,445 -36.67% Q3 2026 Oct 23, 2026
PETREDIS INVESTMENT ADVISORS LLC History Added to 5,948 921 0.06% 0.09% 908 +20 0.34% Q3 2026 Oct 20, 2026
Compound Planning, Inc. History No change 4,166 921 0.02% 0.02% 909 0 0.0% Q2 2026 Aug 04, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 4,164 920 0.01% 0.01% 910 0 0.0% Q2 2026 Aug 14, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 4,150 917 0.02% 0.02% 911 0 0.0% Q2 2026 Aug 13, 2026
Joel Isaacson & Co., LLC History No change 4,142 915 0.03% 0.03% 912 0 0.0% Q2 2026 Aug 04, 2026
Norway Savings Bank History New 5,898 914 0.38% — 913 +5,898 New Q3 2026 Oct 20, 2026
KCM INVESTMENT ADVISORS LLC History Reduced 5,853 907 0.03% 0.04% 914 -414 -6.61% Q3 2026 Oct 27, 2026
IFC Advisors LLC History No change 4,088 903 0.11% 0.11% 915 0 0.0% Q2 2026 Aug 05, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 4,082 902 0.01% 0.01% 916 0 0.0% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History No change 4,074 900 0.07% 0.07% 917 0 0.0% Q2 2026 Aug 13, 2026
Owlhouse Capital LP History No change 4,050 895 1.37% 1.37% 918 0 0.0% Q2 2026 Aug 14, 2026
Cooper Financial Group History Added to 5,769 894 0.07% 0.04% 920 +3,518 156.29% Q3 2026 Oct 07, 2026
Cerro Pacific Wealth Advisors LLC History Added to 5,775 894 0.2% 0.28% 922 +129 2.28% Q3 2026 Oct 22, 2026
Hixon Zuercher, LLC History Added to 5,770 894 0.26% 0.37% 921 +34 0.59% Q3 2026 Oct 13, 2026
Jacobi Capital Management LLC History No change 4,048 894 0.04% 0.04% 919 0 0.0% Q2 2026 Jul 31, 2026
Town & Country Bank & Trust CO dba First Bankers Trust CO History No change 4,043 893 0.28% 0.28% 923 0 0.0% Q2 2026 Jul 09, 2026
STACKSTONE WEALTH, LLC History New 5,754 891 0.09% — 924 +5,754 New Q3 2026 Oct 19, 2026
Douglass Winthrop Advisors, LLC History No change 4,028 890 0.02% 0.02% 925 0 0.0% Q2 2026 Aug 13, 2026
SCHNIEDERS CAPITAL MANAGEMENT, LLC. History No change 4,025 889 0.12% 0.12% 926 0 0.0% Q2 2026 Jul 24, 2026
DODGE & COX History No change 4,009 886 0.0% 0.0% 927 0 0.0% Q2 2026 Aug 13, 2026
Ellsworth Advisors, LLC History Reduced 5,717 885 0.14% 0.2% 928 -32 -0.56% Q3 2026 Oct 15, 2026
SageGuard Financial Group, LLC History No change 4,007 885 0.12% 0.12% 929 0 0.0% Q2 2026 Jul 27, 2026
TIAA Wealth Investment Management LLC History No change 4,006 885 0.01% 0.01% 930 0 0.0% Q2 2026 Aug 10, 2026
Graham Capital Management, L.P. History No change 4,000 884 0.02% 0.02% 931 0 0.0% Q2 2026 Aug 14, 2026
Miller Capital Partners, Inc. History No change 3,988 881 0.34% 0.34% 932 0 0.0% Q2 2026 Aug 12, 2026
Cane Capital Partners, LLC History Added to 5,668 878 0.33% 0.22% 933 +3,110 121.58% Q3 2026 Oct 23, 2026
HCR Wealth Advisors History New 5,661 877 0.07% — 935 +5,661 New Q3 2026 Oct 15, 2026
Private Wealth Asset Management, LLC History No change 3,971 877 0.08% 0.08% 934 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History New 5,633 872 0.07% — 936 +5,633 New Q3 2026 Oct 27, 2026
Capital Asset Advisory Services LLC History Reduced 5,420 869 0.03% 0.05% 937 -684 -11.21% Q3 2026 Oct 30, 2026
VALLEY NATIONAL ADVISERS INC History Added to 5,607 868 0.1% 0.07% 938 +2,627 88.15% Q3 2026 Oct 23, 2026
Hartford Financial Management Inc. History Reduced 5,598 867 0.19% 0.3% 939 -458 -7.56% Q3 2026 Oct 21, 2026
North Star Investment Management Corp. History Added to 5,580 864 0.05% 0.07% 940 +48 0.87% Q3 2026 Oct 27, 2026
Wedmont Private Capital History Added to 5,588 860 0.02% 0.03% 941 +1,006 21.96% Q3 2026 Oct 09, 2026
Sigma Planning Corp History Reduced 5,532 857 0.02% 0.08% 942 -8,719 -61.18% Q3 2026 Oct 23, 2026
PENN DAVIS MCFARLAND INC History Reduced 5,513 854 0.07% 0.11% 944 -252 -4.37% Q3 2026 Oct 23, 2026
MOUNT VERNON ASSOCIATES INC /MD/ History Reduced 5,513 854 0.57% 0.83% 943 -250 -4.34% Q3 2026 Oct 26, 2026
DT Investment Partners, LLC History Added to 5,502 852 0.06% 0.09% 945 +58 1.07% Q3 2026 Oct 27, 2026
Magnus Financial Group LLC History Added to 5,487 850 0.06% 0.08% 946 +134 2.5% Q3 2026 Oct 21, 2026
Principle Wealth Partners LLC History Reduced 5,484 849 0.04% 0.09% 947 -2,747 -33.37% Q3 2026 Nov 02, 2026
Alan B Lancz & Associates, Inc. History No change 3,839 848 0.74% 0.74% 948 0 0.0% Q2 2026 Aug 11, 2026
IAMS WEALTH MANAGEMENT, LLC History Added to 5,467 847 0.25% 0.36% 949 +3 0.05% Q3 2026 Oct 15, 2026
BEACON INVESTMENT ADVISORS LLC History No change 3,818 844 0.27% 0.27% 950 0 0.0% Q2 2026 Aug 13, 2026
Indivisible Partners History Added to 5,412 838 0.04% 0.05% 951 +1,780 49.01% Q3 2026 Oct 26, 2026
PRIVATE TRUST CO NA History Reduced 5,402 837 0.07% 0.1% 952 -530 -8.93% Q3 2026 Oct 20, 2026
Aegis Wealth Management LLC History No change 3,770 833 0.39% 0.39% 953 0 0.0% Q2 2026 Aug 07, 2026
FAIRFIELD, BUSH & CO. History No change 3,720 822 0.4% 0.4% 954 0 0.0% Q2 2026 Aug 13, 2026
FOSTER & MOTLEY INC History No change 3,717 822 0.04% 0.04% 955 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History Reduced 5,294 820 0.01% 0.01% 957 -32 -0.6% Q3 2026 Oct 28, 2026
CARRET ASSET MANAGEMENT, LLC History No change 3,712 820 0.07% 0.07% 956 0 0.0% Q2 2026 Aug 04, 2026
Texas Capital Bank Wealth Management Services Inc History No change 3,706 819 0.04% 0.04% 958 0 0.0% Q2 2026 Aug 07, 2026
Crews Bank & Trust History No change 3,705 819 0.11% 0.11% 959 0 0.0% Q2 2026 Jul 16, 2026
GAMMA Investing LLC History Reduced 5,259 814 0.03% 0.05% 961 -360 -6.41% Q3 2026 Oct 08, 2026
Old Port Advisors History Reduced 5,257 814 0.16% 0.23% 960 -11 -0.21% Q3 2026 Oct 23, 2026
FIRST UNITED BANK & TRUST History Reduced 5,243 812 0.23% 0.33% 962 -25 -0.47% Q3 2026 Oct 22, 2026
Mechanics Bank Trust Department History Reduced 5,238 811 0.1% 0.15% 963 -346 -6.2% Q3 2026 Oct 13, 2026
GARRISON POINT ADVISORS, LLC History No change 3,666 810 0.33% 0.33% 964 0 0.0% Q2 2026 Jul 31, 2026
Per Stirling Capital Management, LLC. History No change 3,659 808 0.08% 0.08% 965 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 3,651 807 0.42% 0.42% 966 0 0.0% Q2 2026 Jul 22, 2026
Penobscot Investment Management Company, Inc. History Reduced 5,190 804 0.06% 0.09% 967 -811 -13.51% Q3 2026 Oct 26, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 3,639 804 0.05% 0.05% 968 0 0.0% Q2 2026 Jul 23, 2026
WASHINGTON TRUST Co History Reduced 5,185 803 0.02% 0.24% 969 -30,388 -85.42% Q3 2026 Oct 22, 2026
MONETARY MANAGEMENT GROUP INC History No change 3,612 798 0.16% 0.16% 970 0 0.0% Q2 2026 Aug 12, 2026
Coastline Trust Co History New 5,140 796 0.07% — 971 +5,140 New Q3 2026 Oct 01, 2026
GLOBALT Investments LLC / GA History Reduced 5,118 793 0.03% 0.04% 972 -202 -3.8% Q3 2026 Oct 27, 2026
Icon Wealth Advisors, LLC History No change 3,584 792 0.05% 0.05% 973 0 0.0% Q2 2026 Aug 05, 2026
HARBOR CAPITAL ADVISORS, INC. History New 5,096 790 0.05% — 974 +5,096 New Q3 2026 Oct 22, 2026
Checchi Capital Advisers, LLC History No change 3,579 789 0.04% 0.04% 975 0 0.0% Q2 2026 Aug 04, 2026
Cornerstone Wealth Management, LLC History No change 3,570 789 0.03% 0.03% 976 0 0.0% Q2 2026 Jul 22, 2026
NORTHSTAR ASSET MANAGEMENT Co History Reduced 4,849 787 0.14% 0.19% 977 -12 -0.25% Q3 2026 Oct 22, 2026
Curbstone Financial Management Corp History Reduced 5,074 786 0.14% 0.2% 978 -108 -2.08% Q3 2026 Oct 21, 2026
Slow Capital, Inc. History Reduced 5,047 782 0.09% 0.14% 979 -483 -8.73% Q3 2026 Oct 23, 2026
LANARK FINANCIAL, INC. History Reduced 5,040 781 0.05% 0.08% 980 -81 -1.58% Q3 2026 Oct 26, 2026
TritonPoint Partners, LLC History No change 3,529 780 0.06% 0.06% 981 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 3,518 777 0.16% 0.16% 982 0 0.0% Q2 2026 Aug 06, 2026
MERIDIAN INVESTMENT COUNSEL INC. History Added to 5,005 775 0.18% 0.24% 983 +50 1.01% Q3 2026 Oct 14, 2026
Grey Ledge Advisors, LLC History Reduced 4,995 774 0.16% 0.22% 984 -20 -0.4% Q3 2026 Oct 30, 2026
Gryphon Financial Partners LLC History No change 3,502 774 0.07% 0.07% 985 0 0.0% Q2 2026 Aug 05, 2026
Ally Financial Inc. History No change 3,500 773 0.1% 0.1% 986 0 0.0% Q2 2026 Aug 13, 2026
Aviance Capital Partners, LLC History Reduced 4,987 772 0.08% 0.12% 987 -178 -3.45% Q3 2026 Oct 28, 2026
Sound View Wealth Advisors Group, LLC History No change 3,496 772 0.05% 0.05% 988 0 0.0% Q2 2026 Aug 11, 2026
Meiji Yasuda Life Insurance Co History No change 3,490 771 0.03% 0.03% 989 0 0.0% Q2 2026 Aug 13, 2026
BOK Financial Private Wealth, Inc. History No change 3,491 771 0.04% 0.04% 990 0 0.0% Q2 2026 Aug 07, 2026
MWA Asset Management History No change 3,491 771 0.35% 0.35% 991 0 0.0% Q2 2026 Jul 31, 2026
Impact Capital Partners LLC History Reduced 4,967 769 0.21% 0.31% 992 -230 -4.43% Q3 2026 Oct 22, 2026
SIGNATUREFD, LLC History Reduced 4,941 765 0.01% 0.02% 993 -1,357 -21.55% Q3 2026 Oct 23, 2026
Permanent Capital Management, LP History No change 3,445 761 0.1% 0.1% 994 0 0.0% Q2 2026 Aug 12, 2026
Redwood Investment Management, LLC History No change 3,419 756 0.07% 0.07% 995 0 0.0% Q2 2026 Aug 14, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Reduced 4,861 753 0.01% 0.02% 996 -5,419 -52.71% Q3 2026 Oct 23, 2026
Granite Harbor Advisors, Inc. History No change 3,388 749 0.3% 0.3% 997 0 0.0% Q2 2026 Jul 31, 2026
Tyche Wealth Partners LLC History No change 3,391 749 0.11% 0.11% 998 0 0.0% Q2 2026 Aug 06, 2026
VestGen Advisors, LLC History Reduced 4,796 743 0.02% 0.04% 999 -684 -12.48% Q3 2026 Oct 27, 2026
Assenagon Asset Management S.A. History Reduced 4,752 736 0.0% 0.0% 1000 -6,209 -56.65% Q3 2026 Oct 15, 2026
Mystic Asset Management, Inc. History Reduced 4,755 736 0.16% 0.25% 1001 -585 -10.96% Q3 2026 Oct 15, 2026
Raab & Moskowitz Asset Management LLC History Reduced 4,732 733 0.15% 0.21% 1002 -50 -1.05% Q3 2026 Nov 02, 2026
Meridian Wealth Management, LLC History No change 3,296 728 0.02% 0.02% 1003 0 0.0% Q2 2026 Aug 05, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 3,286 726 0.01% 0.01% 1004 0 0.0% Q2 2026 Aug 11, 2026
SOMERVILLE KURT F History No change 3,288 726 0.17% 0.17% 1005 0 0.0% Q2 2026 Aug 10, 2026
DILLON & ASSOCIATES INC History Added to 4,669 724 0.09% 0.09% 1006 +1,392 42.48% Q3 2026 Oct 22, 2026
TOTH FINANCIAL ADVISORY CORP History Reduced 4,655 721 0.07% 0.3% 1007 -9,469 -67.04% Q3 2026 Oct 08, 2026
Clearstead Trust, LLC History No change 3,261 720 0.09% 0.09% 1008 0 0.0% Q2 2026 Aug 06, 2026
McMillan Office, Inc. History No change 3,259 720 0.08% 0.08% 1009 0 0.0% Q2 2026 Aug 13, 2026
JFS WEALTH ADVISORS, LLC History Reduced 4,645 719 0.04% 0.05% 1011 -29 -0.62% Q3 2026 Nov 03, 2026
FIRST AMERICAN TRUST, FSB History No change 3,258 719 0.04% 0.04% 1010 0 0.0% Q2 2026 Aug 10, 2026
Generali Investments Towarzystwo Funduszy Inwestycyjnych History No change 3,250 718 0.29% 0.29% 1012 0 0.0% Q2 2026 Jul 22, 2026
Oakmont Investment Advisors, Inc. History Reduced 4,628 717 0.48% 0.71% 1014 -5 -0.11% Q3 2026 Oct 21, 2026
SageView Advisory Group, LLC History No change 3,247 717 0.02% 0.02% 1013 0 0.0% Q2 2026 Aug 10, 2026
Formidable Asset Management, LLC History New 3,219 711 0.1% — 1015 +3,219 New Q3 2026 Nov 03, 2026
Bedel Financial Consulting, Inc. History No change 3,212 710 0.07% 0.07% 1016 0 0.0% Q2 2026 Jul 29, 2026
GC Wealth Management RIA, LLC History Reduced 4,579 709 0.03% 0.06% 1017 -54 -1.17% Q3 2026 Nov 02, 2026
IVC Wealth Advisors LLC History Added to 4,566 707 0.28% 0.1% 1018 +3,427 300.88% Q3 2026 Oct 23, 2026
Larson Financial Group LLC History No change 3,189 705 0.02% 0.02% 1019 0 0.0% Q2 2026 Aug 14, 2026
AdvisorNet Financial, Inc History Added to 4,487 703 0.03% 0.04% 1020 +761 20.42% Q3 2026 Oct 15, 2026
Gladstone Institutional Advisory LLC History No change 3,183 703 0.02% 0.02% 1021 0 0.0% Q2 2026 Jul 27, 2026
Ipswich Investment Management Co., Inc. History New 4,535 702 0.15% — 1023 +4,535 New Q3 2026 Oct 13, 2026
Navalign, LLC History No change 3,178 702 0.16% 0.16% 1022 0 0.0% Q2 2026 Jul 27, 2026
Ramirez Asset Management, Inc. History No change 3,162 699 0.07% 0.07% 1024 0 0.0% Q2 2026 Aug 13, 2026
BankPlus Trust Department History No change 3,153 696 0.16% 0.16% 1025 0 0.0% Q2 2026 Jul 28, 2026
FULTON BANK, N.A. History New 4,475 693 0.02% — 1026 +4,475 New Q3 2026 Oct 14, 2026
Capital Investment Advisory Services, LLC History Reduced 4,464 691 0.04% 0.08% 1027 -1,069 -19.32% Q3 2026 Oct 30, 2026
Cherry Creek Investment Advisors, Inc. History Added to 4,455 690 0.26% 0.28% 1029 +1,182 36.11% Q3 2026 Oct 14, 2026
Visionary Wealth Advisors History No change 3,125 690 0.03% 0.03% 1028 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 3,114 688 0.05% 0.05% 1030 0 0.0% Q2 2026 Aug 05, 2026
Belvedere Trading LLC History No change 3,114 688 0.0% 0.0% 1031 0 0.0% Q2 2026 Jul 31, 2026
BROADWATER CAPITAL MANAGEMENT LLC History No change 3,116 688 0.5% 0.5% 1032 0 0.0% Q2 2026 Jul 24, 2026
Signal Advisors Wealth, LLC History Added to 4,423 685 0.03% 0.01% 1034 +3,407 335.33% Q3 2026 Oct 13, 2026
SPIRIT OF AMERICA MANAGEMENT CORP/NY History No change 4,425 685 0.13% 0.18% 1033 0 0.0% Q3 2026 Oct 14, 2026
Ridge Creek Global, Inc History No change 3,093 683 0.53% 0.53% 1035 0 0.0% Q2 2026 Aug 11, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Added to 4,354 674 0.13% 0.06% 1036 +3,079 241.49% Q3 2026 Oct 05, 2026
DAVIS R M INC History No change 3,046 673 0.01% 0.01% 1037 0 0.0% Q2 2026 Aug 14, 2026
PFS Partners, LLC History Added to 4,326 670 0.27% 0.36% 1038 +290 7.19% Q3 2026 Oct 21, 2026
Orca Wealth Management, LLC History Added to 4,322 669 0.4% 0.48% 1039 +716 19.86% Q3 2026 Oct 14, 2026
MONTCHANIN ASSET MANAGEMENT, LLC History No change 4,307 667 0.64% 0.98% 1040 0 0.0% Q3 2026 Nov 02, 2026
B&D White Capital Company, LLC History New 4,300 666 0.06% — 1041 +4,300 New Q3 2026 Nov 02, 2026
Belpointe Asset Management LLC History No change 2,994 661 0.02% 0.02% 1042 0 0.0% Q2 2026 Jul 31, 2026
MTM Investment Management, LLC History Reduced 4,264 660 0.19% 0.27% 1044 -28 -0.65% Q3 2026 Oct 30, 2026
Ironwood Investment Counsel, LLC History No change 2,989 660 0.09% 0.09% 1043 0 0.0% Q2 2026 Aug 05, 2026
Patten Group, Inc. History Added to 4,233 655 0.1% 0.11% 1045 +950 28.94% Q3 2026 Oct 26, 2026
Elyxium Wealth, LLC History Reduced 4,225 654 0.07% 0.11% 1046 -344 -7.53% Q3 2026 Oct 27, 2026
Baker Ellis Asset Management LLC History Reduced 4,217 653 0.07% 0.1% 1047 -52 -1.22% Q3 2026 Oct 14, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 2,957 653 0.04% 0.04% 1048 0 0.0% Q2 2026 Aug 05, 2026
Luken Investment Analytics, LLC History No change 2,953 652 0.23% 0.23% 1049 0 0.0% Q2 2026 Jul 28, 2026
Intellectus Partners, LLC History No change 2,948 651 0.11% 0.11% 1050 0 0.0% Q2 2026 Aug 12, 2026
LETSON INVESTMENT MANAGEMENT, INC. History No change 2,917 644 0.24% 0.24% 1051 0 0.0% Q2 2026 Aug 06, 2026
Argent Advisors, Inc. History No change 2,916 643 0.16% 0.16% 1052 0 0.0% Q2 2026 Aug 05, 2026
ELCO Management Co., LLC History New 4,147 642 0.3% — 1053 +4,147 New Q3 2026 Oct 14, 2026
WHALEROCK POINT PARTNERS, LLC History No change 2,892 639 0.11% 0.11% 1054 0 0.0% Q2 2026 Aug 13, 2026
GUYASUTA INVESTMENT ADVISORS INC History Reduced 4,120 638 0.03% 0.06% 1055 -1,378 -25.06% Q3 2026 Oct 15, 2026
Dana Investment Advisors, Inc. History No change 2,873 635 0.02% 0.02% 1056 0 0.0% Q2 2026 Aug 13, 2026
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC History No change 2,875 635 0.18% 0.18% 1057 0 0.0% Q2 2026 Aug 12, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 4,088 633 0.01% 0.02% 1058 -839 -17.03% Q3 2026 Oct 29, 2026
ARBOR TRUST WEALTH ADVISORS, LLC History No change 2,866 633 0.26% 0.26% 1059 0 0.0% Q2 2026 Aug 06, 2026
Meridian Wealth Advisors, LLC History No change 2,859 632 0.07% 0.07% 1060 0 0.0% Q2 2026 Aug 14, 2026
FIRST FOUNDATION ADVISORS History No change 2,846 629 0.02% 0.02% 1061 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 2,849 629 0.01% 0.01% 1062 0 0.0% Q2 2026 Aug 06, 2026
Winthrop Capital Management, LLC History No change 2,838 627 0.15% 0.15% 1063 0 0.0% Q2 2026 Aug 13, 2026
KILEY JUERGENS WEALTH MANAGEMENT, LLC History No change 2,832 626 0.1% 0.1% 1064 0 0.0% Q2 2026 Aug 07, 2026
S&CO INC History No change 2,821 623 0.04% 0.04% 1065 0 0.0% Q2 2026 Aug 06, 2026
TECTONIC ADVISORS LLC History Added to 3,992 618 0.03% 0.02% 1066 +2,452 159.22% Q3 2026 Oct 22, 2026
MCF Advisors LLC History Reduced 3,977 616 0.02% 0.03% 1067 -246 -5.83% Q3 2026 Oct 28, 2026
RMR Wealth Builders History Added to 3,964 614 0.04% 0.05% 1068 +177 4.67% Q3 2026 Oct 22, 2026
VIAWEALTH, LLC History No change 2,779 614 0.31% 0.31% 1069 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 2,776 613 0.02% 0.02% 1070 0 0.0% Q2 2026 Aug 14, 2026
Apriem Advisors History No change 2,770 612 0.05% 0.05% 1071 0 0.0% Q2 2026 Aug 14, 2026
Park Place Capital Corp History No change 2,763 610 0.1% 0.1% 1072 0 0.0% Q2 2026 Aug 13, 2026
Triton Financial Group Inc History No change 2,756 609 0.35% 0.35% 1073 0 0.0% Q2 2026 Aug 17, 2026
River Wealth Advisors LLC History No change 2,746 607 0.06% 0.06% 1074 0 0.0% Q2 2026 Aug 04, 2026
Stratos Wealth Advisors, LLC History No change 2,750 607 0.03% 0.03% 1075 0 0.0% Q2 2026 Aug 11, 2026
Essex LLC History Reduced 3,911 606 0.09% 0.15% 1076 -529 -11.91% Q3 2026 Oct 14, 2026
Register Financial Advisors LLC History Reduced 3,881 601 0.19% 0.62% 1077 -5,263 -57.56% Q3 2026 Oct 23, 2026
Leo Wealth, LLC History New 3,879 601 0.13% — 1078 +3,879 New Q3 2026 Oct 26, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 3,896 600 0.04% 0.04% 1081 +1,252 47.35% Q3 2026 Nov 02, 2026
EPG Wealth Management LLC History Reduced 3,873 600 0.14% 0.27% 1080 -1,184 -23.41% Q3 2026 Nov 03, 2026
Welch Group, LLC History Added to 3,875 600 0.02% 0.03% 1079 +89 2.35% Q3 2026 Oct 29, 2026
Meadowbrook Advisors Group, LLC History No change 2,710 599 0.32% 0.32% 1082 0 0.0% Q2 2026 Aug 07, 2026
Parisi Gray Wealth Management History Reduced 3,864 598 0.12% 0.23% 1083 -1,282 -24.91% Q3 2026 Oct 16, 2026
GTS SECURITIES LLC History No change 2,704 597 0.01% 0.01% 1084 0 0.0% Q2 2026 Aug 14, 2026
Pullen Investment Management, LLC History Added to 3,839 594 0.28% 0.34% 1086 +547 16.62% Q3 2026 Oct 23, 2026
Reynders McVeigh Capital Management, LLC History Reduced 3,838 594 0.03% 0.04% 1085 -167 -4.17% Q3 2026 Oct 30, 2026
Yoffe Investment Management, LLC History No change 3,833 594 0.7% 0.97% 1087 0 0.0% Q3 2026 Oct 30, 2026
FORBES J M & CO LLP History Reduced 3,805 589 0.04% 0.07% 1088 -8 -0.21% Q3 2026 Oct 16, 2026
Oakworth Capital, Inc. History Added to 3,796 588 0.03% 0.02% 1089 +1,612 73.81% Q3 2026 Oct 26, 2026
Quantum Private Wealth, LLC History Added to 3,786 586 0.15% 0.19% 1090 +358 10.44% Q3 2026 Oct 20, 2026
HARVEY CAPITAL MANAGEMENT INC History No change 2,649 585 0.12% 0.12% 1091 0 0.0% Q2 2026 Aug 21, 2026
Split Creek LLC DBA Split Creek Capital LLC History No change 3,774 584 0.55% 0.77% 1092 0 0.0% Q3 2026 Nov 02, 2026
Alpha Family Trust History No change 2,640 583 0.23% 0.23% 1093 0 0.0% Q2 2026 Aug 10, 2026
Tempus Wealth Planning, LLC History Reduced 3,759 582 0.11% 0.16% 1094 -37 -0.97% Q3 2026 Oct 14, 2026
Archer Investment Corp History No change 2,631 581 0.11% 0.11% 1095 0 0.0% Q2 2026 Aug 03, 2026
COURIER CAPITAL LLC History Added to 3,747 580 0.03% 0.04% 1096 +211 5.97% Q3 2026 Oct 19, 2026
Missouri Trust & Investment Co History No change 2,807 579 0.16% 0.16% 1097 0 0.0% Q2 2026 Aug 13, 2026
DAVIDSON TRUST CO History Added to 3,736 578 0.23% 0.3% 1098 +271 7.82% Q3 2026 Oct 09, 2026
Ellenbecker Investment Group History No change 2,613 577 0.07% 0.07% 1099 0 0.0% Q2 2026 Jul 27, 2026
Kassira Wealth Management LLC History Added to 3,716 575 0.45% 0.58% 1100 +463 14.23% Q3 2026 Oct 28, 2026
Aurdan Capital Management, LLC History No change 2,571 568 0.14% 0.14% 1101 0 0.0% Q2 2026 Jul 15, 2026
Frank, Rimerman Advisors LLC History Reduced 3,641 564 0.03% 0.05% 1102 -612 -14.39% Q3 2026 Oct 16, 2026
LRI Investments, LLC History No change 2,555 564 0.05% 0.05% 1103 0 0.0% Q2 2026 Jul 14, 2026
NEXPOINT ASSET MANAGEMENT, L.P. History No change 2,550 563 0.04% 0.04% 1104 0 0.0% Q2 2026 Aug 14, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 3,623 561 0.05% — 1105 +3,623 New Q3 2026 Oct 06, 2026
Inscription Capital, LLC History Reduced 3,608 559 0.06% 0.09% 1106 -1,013 -21.92% Q3 2026 Nov 02, 2026
Ausdal Financial Partners, Inc. History No change 2,527 558 0.02% 0.02% 1107 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 2,528 558 0.05% 0.05% 1108 0 0.0% Q2 2026 Aug 11, 2026
TI-TRUST, INC History New 3,578 554 0.31% — 1110 +3,578 New Q3 2026 Oct 21, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 2,506 554 0.04% 0.04% 1109 0 0.0% Q2 2026 Aug 05, 2026
Prestige Wealth Management Group LLC History No change 2,502 553 0.1% 0.1% 1111 0 0.0% Q2 2026 Aug 14, 2026
Palogic Value Management, L.P. History No change 2,499 552 0.18% 0.18% 1112 0 0.0% Q2 2026 Aug 14, 2026
Nicholas Hoffman & Company, LLC. History Reduced 3,556 551 0.01% 0.02% 1113 -8 -0.22% Q3 2026 Oct 30, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 2,490 550 0.06% 0.06% 1114 0 0.0% Q2 2026 Aug 14, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,484 549 0.05% 0.05% 1115 0 0.0% Q2 2026 Aug 11, 2026
Annex Advisory Services, LLC History Reduced 3,542 548 0.01% 0.11% 1116 -24,529 -87.38% Q3 2026 Oct 15, 2026
Quadcap Wealth Management, LLC History Added to 3,523 545 0.05% 0.07% 1117 +440 14.27% Q3 2026 Nov 02, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History New 3,498 542 0.22% — 1118 +3,498 New Q3 2026 Oct 15, 2026
FRANKLIN STREET ADVISORS INC /NC History Reduced 3,494 541 0.03% 0.04% 1119 -102 -2.84% Q3 2026 Oct 13, 2026
Aspen Grove Capital, LLC History No change 2,448 541 0.08% 0.08% 1120 0 0.0% Q2 2026 Aug 14, 2026
Purkiss Capital Advisors LLC History No change 2,444 540 0.21% 0.21% 1121 0 0.0% Q2 2026 Jul 30, 2026
Canton Hathaway, LLC History Reduced 3,475 538 0.1% 0.15% 1123 -93 -2.61% Q3 2026 Oct 23, 2026
DOLIVER ADVISORS, LP History Reduced 3,473 538 0.12% 0.17% 1122 -13 -0.37% Q3 2026 Oct 01, 2026
ARROW FINANCIAL CORP History Reduced 3,466 537 0.05% 0.1% 1124 -1,781 -33.94% Q3 2026 Oct 26, 2026
CX Institutional History New 3,449 534 0.01% — 1126 +3,449 New Q3 2026 Oct 02, 2026
Westhampton Capital, LLC History Reduced 3,446 534 0.24% 0.32% 1125 -20 -0.58% Q3 2026 Oct 30, 2026
GKV Capital Management Co., Inc. History No change 2,400 530 0.17% 0.17% 1127 0 0.0% Q2 2026 Jul 23, 2026
Financial Sense Advisors, Inc. History No change 2,391 528 0.1% 0.1% 1128 0 0.0% Q2 2026 Aug 14, 2026
Alessandra Capital Management, LLC History Added to 3,403 527 0.37% 0.29% 1130 +1,552 83.85% Q3 2026 Oct 30, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 3,405 527 0.29% 0.27% 1129 +1,236 56.98% Q3 2026 Oct 13, 2026
Bernard Wealth Management Corp. History No change 2,382 526 0.19% 0.19% 1131 0 0.0% Q2 2026 Aug 21, 2026
Cambria Investment Management, L.P. History No change 2,377 525 0.03% 0.03% 1132 0 0.0% Q2 2026 Aug 14, 2026
NBH Bank History No change 2,386 525 0.22% 0.22% 1133 0 0.0% Q2 2026 Aug 14, 2026
Wellington Grp LLC History No change 2,372 524 0.14% 0.14% 1134 0 0.0% Q2 2026 Aug 26, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 3,381 523 0.04% 0.05% 1135 -37 -1.08% Q3 2026 Oct 20, 2026
Elefante Mark B History No change 2,369 523 0.23% 0.23% 1136 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History Reduced 3,371 522 0.0% 0.01% 1137 -1,982 -37.03% Q3 2026 Oct 14, 2026
Berger Financial Group, Inc History No change 2,363 522 0.03% 0.03% 1138 0 0.0% Q2 2026 Aug 04, 2026
Compass Wealth Management LLC History Reduced 3,361 520 0.1% 0.15% 1139 -253 -7.0% Q3 2026 Oct 22, 2026
V-Square Quantitative Management LLC History Added to 3,350 519 0.05% 0.04% 1141 +1,507 81.77% Q3 2026 Oct 15, 2026
Institute for Wealth Management, LLC. History No change 2,349 519 0.05% 0.05% 1140 0 0.0% Q2 2026 Jul 28, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 2,351 519 0.02% 0.02% 1142 0 0.0% Q3 2026 Oct 15, 2026
Krilogy Financial LLC History Reduced 3,295 518 0.01% 0.03% 1144 -1,597 -32.65% Q3 2026 Oct 13, 2026
LMR Partners LLP History No change 2,345 518 0.0% 0.0% 1143 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History Added to 3,338 517 0.05% 0.04% 1145 +1,389 71.27% Q3 2026 Oct 19, 2026
FEDERATED HERMES, INC. History No change 2,324 513 0.0% 0.0% 1146 0 0.0% Q2 2026 Aug 12, 2026
Regal Investment Advisors LLC History No change 2,322 513 0.03% 0.03% 1147 0 0.0% Q2 2026 Aug 14, 2026
BIP Wealth, LLC History Added to 3,297 510 0.01% 0.02% 1148 +70 2.17% Q3 2026 Oct 22, 2026
SNOWWATER INVESTMENT PARTNERS, LLC History No change 2,301 508 0.35% 0.35% 1149 0 0.0% Q2 2026 Aug 14, 2026
Mirador Capital Partners LP History New 3,263 505 0.06% — 1151 +3,263 New Q3 2026 Oct 09, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 2,288 505 0.19% 0.19% 1150 0 0.0% Q2 2026 Aug 05, 2026
Carolina Wealth Management Inc History New 3,237 501 0.21% — 1154 +3,237 New Q3 2026 Oct 29, 2026
Front Row Advisors LLC History No change 3,023 501 0.15% 0.15% 1152 0 0.0% Q2 2026 Aug 13, 2026
TIAA TRUST, NATIONAL ASSOCIATION History No change 2,271 501 0.03% 0.03% 1153 0 0.0% Q2 2026 Aug 10, 2026
Invera Wealth Advisors, LLC History New 3,220 499 0.26% — 1155 +3,220 New Q3 2026 Oct 28, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 2,257 498 0.0% 0.0% 1156 0 0.0% Q2 2026 Aug 13, 2026
Bayesian Capital Management, LP History No change 2,250 497 0.32% 0.32% 1157 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 2,251 497 0.09% 0.09% 1158 0 0.0% Q2 2026 Aug 14, 2026
Prosperity Consulting Group, LLC History No change 2,245 496 0.02% 0.02% 1159 0 0.0% Q2 2026 Aug 13, 2026
BAILARD, INC. History Reduced 3,195 495 0.01% 0.06% 1160 -11,055 -77.58% Q3 2026 Oct 13, 2026
BURKE & HERBERT BANK & TRUST CO History Reduced 3,197 495 0.12% 0.18% 1161 -34 -1.05% Q3 2026 Nov 02, 2026
Broderick Brian C History No change 2,241 495 0.08% 0.08% 1162 0 0.0% Q2 2026 Aug 10, 2026
Pallas Capital Advisors LLC History No change 2,239 494 0.02% 0.02% 1163 0 0.0% Q2 2026 Aug 07, 2026
GRANDFIELD & DODD, LLC History Reduced 3,181 492 0.03% 0.04% 1164 -209 -6.17% Q3 2026 Oct 28, 2026
Procyon Advisors, LLC History New 3,170 491 0.02% — 1167 +3,170 New Q3 2026 Oct 21, 2026
CENTRAL BANK & TRUST CO History Reduced 3,174 491 0.07% 0.11% 1165 -332 -9.47% Q3 2026 Oct 09, 2026
Transamerica Financial Advisors, LLC History No change 2,222 491 0.04% 0.04% 1166 0 0.0% Q2 2026 Aug 14, 2026
Kennebec Savings Bank History Added to 3,167 490 0.39% 0.5% 1168 +351 12.46% Q3 2026 Oct 22, 2026
SHEETS SMITH WEALTH MANAGEMENT History New 3,145 487 0.05% — 1170 +3,145 New Q3 2026 Oct 16, 2026
VERUS CAPITAL PARTNERS, LLC History Reduced 3,146 487 0.03% 0.04% 1169 -329 -9.47% Q3 2026 Nov 03, 2026
William Allan Corp History New 3,139 486 0.24% — 1171 +3,139 New Q3 2026 Oct 14, 2026
Frec Markets, Inc. History No change 2,186 483 0.04% 0.04% 1172 0 0.0% Q2 2026 Aug 13, 2026
Successful Portfolios LLC History Reduced 3,098 482 0.22% 0.32% 1173 -32 -1.02% Q3 2026 Oct 09, 2026
NCM Capital Management, LLC History No change 2,184 482 0.15% 0.15% 1174 0 0.0% Q2 2026 Aug 14, 2026
AVISO WEALTH MANAGEMENT History No change 2,181 482 0.16% 0.16% 1175 0 0.0% Q2 2026 Aug 04, 2026
Diversify Advisory Services, LLC History Reduced 2,954 481 0.01% 0.01% 1177 -724 -19.68% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 2,954 481 0.01% 0.01% 1178 -724 -19.68% Q3 2026 Oct 20, 2026
Main Street Financial Solutions, LLC History No change 2,176 481 0.03% 0.03% 1176 0 0.0% Q2 2026 Aug 07, 2026
Portfolio Design Labs, LLC History No change 2,175 480 0.08% 0.08% 1179 0 0.0% Q2 2026 Aug 11, 2026
Adelphi Trust Co History New 3,095 479 0.32% — 1180 +3,095 New Q3 2026 Oct 05, 2026
Tradition Wealth Management, LLC History No change 2,159 477 0.03% 0.03% 1181 0 0.0% Q2 2026 Aug 11, 2026
Anchor Bay Capital, Inc. History No change 2,923 476 0.26% 0.26% 1182 0 0.0% Q2 2026 Aug 11, 2026
Sowell Financial Services LLC History New 3,065 474 0.02% — 1183 +3,065 New Q3 2026 Oct 23, 2026
Hilltop National Bank History New 3,062 474 0.1% — 1184 +3,062 New Q3 2026 Oct 14, 2026
Aristotle Capital Management, LLC History No change 2,143 473 0.0% 0.0% 1185 0 0.0% Q2 2026 Aug 14, 2026
Essex Bank History Added to 3,042 471 0.09% 0.15% 1187 +3 0.1% Q3 2026 Oct 16, 2026
ZACKS INVESTMENT MANAGEMENT History No change 2,131 471 0.0% 0.0% 1186 0 0.0% Q2 2026 Aug 13, 2026
Community Bank of Raymore History New 3,034 470 0.28% — 1189 +3,034 New Q3 2026 Oct 23, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 2,131 470 0.01% 0.01% 1188 0 0.0% Q2 2026 Aug 05, 2026
Drucker Wealth 3.0, LLC History No change 2,121 468 0.07% 0.07% 1190 0 0.0% Q2 2026 Jul 13, 2026
Comprehensive Financial Consultants Institutional, Inc. History Reduced 3,015 467 0.13% 0.23% 1193 -933 -23.63% Q3 2026 Oct 15, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 2,113 467 0.01% 0.01% 1191 0 0.0% Q2 2026 Aug 10, 2026
Strategic Wealth Partners, Ltd. History No change 2,116 467 0.03% 0.03% 1192 0 0.0% Q2 2026 Aug 12, 2026
US Asset Management LLC History No change 2,104 465 0.35% 0.35% 1194 0 0.0% Q2 2026 Aug 12, 2026
KINTRA WEALTH, LLC History No change 2,737 464 0.02% 0.02% 1195 0 0.0% Q2 2026 Aug 14, 2026
Lafayette Investments, Inc. History No change 2,095 463 0.09% 0.09% 1196 0 0.0% Q2 2026 Aug 11, 2026
EVERETT HARRIS & CO /CA/ History Reduced 2,976 461 0.01% 0.01% 1197 -186 -5.88% Q3 2026 Oct 28, 2026
Morton Capital Management LLC/CA History Reduced 2,979 461 0.06% 0.09% 1198 -21 -0.7% Q3 2026 Oct 23, 2026
Simmons Bank History No change 2,092 460 0.03% 0.03% 1199 0 0.0% Q2 2026 Jul 31, 2026
Provenance Wealth Advisors, LLC History Added to 2,962 459 0.03% 0.0% 1200 +2,826 2077.94% Q3 2026 Oct 30, 2026
Advisory Solutions Group, LLC History Added to 2,962 459 0.1% 0.18% 1201 +522 21.39% Q3 2026 Oct 14, 2026
3Chopt Investment Partners, LLC History Added to 2,960 458 0.08% 0.11% 1203 +426 16.81% Q3 2026 Oct 30, 2026
Valtinson Bruner Financial Planning LLC History No change 2,960 458 0.11% 0.16% 1202 0 0.0% Q3 2026 Nov 02, 2026
Legacy Wealth Management, LLC / MS History Reduced 2,954 457 0.14% 0.22% 1204 -928 -23.91% Q3 2026 Oct 29, 2026
CIGNA INVESTMENTS INC /NEW History New 2,934 455 0.06% — 1206 +2,934 New Q3 2026 Oct 19, 2026
Michael J. Porro & Co. Financial Advisors, Inc. History Added to 2,941 455 0.27% 0.12% 1205 +1,981 206.35% Q3 2026 Oct 15, 2026
AMERIFLEX GROUP, INC. History No change 2,056 454 0.19% 0.19% 1207 0 0.0% Q2 2026 Aug 13, 2026
Archford Capital Strategies, LLC History Reduced 2,925 453 0.04% 0.08% 1208 -514 -14.95% Q3 2026 Oct 19, 2026
Midwest Financial Partners Investments, Inc. History Reduced 2,926 453 0.17% 0.27% 1210 -29 -0.98% Q3 2026 Oct 08, 2026
Journey Advisory Group, LLC History No change 2,052 453 0.03% 0.03% 1209 0 0.0% Q2 2026 Aug 04, 2026
Alpha Omega Wealth Management LLC History Reduced 2,891 448 0.07% 0.1% 1211 -58 -1.97% Q3 2026 Oct 23, 2026
Wealth Enhancement Trust Services, Inc. History New 2,885 447 0.05% — 1213 +2,885 New Q3 2026 Oct 07, 2026
Cyndeo Wealth Partners, LLC History Added to 2,886 447 0.02% 0.03% 1212 +31 1.09% Q3 2026 Oct 16, 2026
AA Financial Advisors, LLC History Added to 2,878 446 0.05% 0.08% 1214 +42 1.48% Q3 2026 Oct 19, 2026
TLWM History New 2,877 445 0.07% — 1215 +2,877 New Q3 2026 Oct 08, 2026
Salvus Wealth Management, LLC History New 2,868 444 0.25% — 1216 +2,868 New Q3 2026 Oct 13, 2026
BRAVE ASSET MANAGEMENT INC History No change 1,997 441 0.09% 0.09% 1217 0 0.0% Q2 2026 Jul 08, 2026
MITCHELL SINKLER & STARR/PA History New 2,839 439 0.18% — 1219 +2,839 New Q3 2026 Oct 13, 2026
Hudson Portfolio Management LLC History No change 1,987 439 0.33% 0.33% 1218 0 0.0% Q2 2026 Aug 12, 2026
SummitTX Capital, L.P. History No change 1,977 437 0.01% 0.01% 1220 0 0.0% Q2 2026 Aug 14, 2026
Central Pacific Bank - Trust Division History New 2,800 433 0.05% — 1221 +2,800 New Q3 2026 Oct 05, 2026
Blume Capital Management, Inc. History No change 2,789 432 0.06% 0.09% 1222 0 0.0% Q3 2026 Oct 23, 2026
Pekao Towarzystwo Funduszy Inwestycyjnych S.A. History No change 1,955 432 0.27% 0.27% 1223 0 0.0% Q2 2026 Jul 23, 2026
BOSTON FAMILY OFFICE LLC History No change 1,951 431 0.03% 0.03% 1224 0 0.0% Q2 2026 Aug 12, 2026
ABS Investment Management LLC History No change 442 431 0.27% 0.27% 1225 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Bancorp, Inc. History Added to 2,768 428 0.11% 0.14% 1228 +390 16.4% Q3 2026 Oct 21, 2026
Carlton Hofferkamp & Jenks Wealth Management, LLC History No change 2,681 428 0.13% 0.18% 1226 0 0.0% Q3 2026 Oct 21, 2026
Phoenix Financial Ltd. History No change 1,939 428 0.0% 0.0% 1227 0 0.0% Q2 2026 Aug 11, 2026
Wynn Capital, LLC History Reduced 2,759 427 0.19% 0.28% 1229 -47 -1.67% Q3 2026 Oct 13, 2026
FAS Wealth Partners, Inc. History No change 1,925 425 0.02% 0.02% 1230 0 0.0% Q2 2026 Jul 29, 2026
Baker Avenue Asset Management, LP History No change 1,922 424 0.01% 0.01% 1231 0 0.0% Q2 2026 Jul 28, 2026
Mengis Capital Management, Inc. History No change 2,738 424 0.06% 0.09% 1232 0 0.0% Q3 2026 Oct 13, 2026
Quotient Wealth Partners, LLC History No change 1,918 424 0.01% 0.01% 1233 0 0.0% Q2 2026 Aug 03, 2026
Forum Finance Group S.A. History No change 2,383 424 0.15% 0.15% 1234 0 0.0% Q2 2026 Aug 14, 2026
WOODMONT INVESTMENT COUNSEL LLC History Reduced 2,735 423 0.02% 0.03% 1235 -15 -0.55% Q3 2026 Oct 29, 2026
Chicago Partners Investment Group LLC History Reduced 2,571 419 0.01% 0.02% 1236 -1,454 -36.12% Q3 2026 Oct 26, 2026
Enhancing Capital LLC History No change 2,700 418 0.29% 0.41% 1237 0 0.0% Q3 2026 Oct 26, 2026
Indiana Trust & Investment Management Co History Reduced 2,696 417 0.11% 0.16% 1240 -19 -0.7% Q3 2026 Oct 22, 2026
ARVEST INVESTMENTS, INC. History Added to 2,696 417 0.05% 0.07% 1238 +9 0.33% Q3 2026 Oct 21, 2026
LONGFELLOW INVESTMENT MANAGEMENT CO LLC History No change 1,888 417 0.09% 0.09% 1239 0 0.0% Q2 2026 Aug 06, 2026
Adalta Capital Management LLC History No change 1,890 417 0.18% 0.18% 1241 0 0.0% Q2 2026 Aug 14, 2026
TRITONPOINT WEALTH, LLC History New 2,687 416 0.04% — 1242 +2,687 New Q3 2026 Oct 19, 2026
FIRST HORIZON CORP History Reduced 2,676 414 0.02% 0.03% 1243 -1,432 -34.86% Q3 2026 Oct 26, 2026
Red Door Wealth Management, LLC History No change 1,874 414 0.04% 0.04% 1244 0 0.0% Q2 2026 Jul 13, 2026
Apella Capital, LLC History Added to 2,692 412 0.01% 0.01% 1245 +115 4.46% Q3 2026 Oct 08, 2026
CATALYST FINANCIAL PARTNERS LLC History No change 1,861 411 0.04% 0.04% 1246 0 0.0% Q2 2026 Jul 29, 2026
Cove Private Wealth, LLC History Added to 2,647 410 0.07% 0.1% 1250 +188 7.65% Q3 2026 Oct 28, 2026
SHUFRO ROSE & CO LLC History No change 1,857 410 0.02% 0.02% 1247 0 0.0% Q2 2026 Aug 12, 2026
Quadrant Private Wealth Management, LLC History No change 1,855 410 0.09% 0.09% 1248 0 0.0% Q2 2026 Jul 30, 2026
Legacy Financial Advisors, Inc. History No change 1,858 410 0.05% 0.05% 1249 0 0.0% Q2 2026 Aug 05, 2026
PATRICK M SWEENEY & ASSOCIATES, INC History Added to 2,645 409 0.23% 0.33% 1252 +5 0.19% Q3 2026 Oct 22, 2026
Carl P. Sherr & Co., LLC History No change 1,851 409 0.17% 0.17% 1251 0 0.0% Q2 2026 Jul 31, 2026
Platform Technology Partners History Added to 2,637 408 0.06% 0.09% 1253 +141 5.65% Q3 2026 Nov 02, 2026
MARATHON CAPITAL MANAGEMENT History Reduced 2,631 407 0.08% 0.12% 1254 -13 -0.49% Q3 2026 Oct 23, 2026
LAKE STREET PRIVATE WEALTH, LLC History New 2,621 406 0.04% — 1256 +2,621 New Q3 2026 Oct 22, 2026
INTEGRITY ALLIANCE, LLC. History Added to 2,623 406 0.01% 0.01% 1255 +526 25.08% Q3 2026 Oct 29, 2026
Beaumont Financial Advisors, LLC History Reduced 2,608 404 0.03% 0.04% 1257 -98 -3.62% Q3 2026 Oct 22, 2026
Davis Investment Partners, LLC History No change 1,823 403 0.12% 0.12% 1258 0 0.0% Q2 2026 Aug 07, 2026
NORTHLAND SECURITIES, INC. History Added to 2,600 402 0.24% 0.25% 1259 +625 31.65% Q3 2026 Nov 02, 2026
Bank of Marin History No change 1,817 401 0.28% 0.28% 1260 0 0.0% Q2 2026 Aug 13, 2026
ABN AMRO Bank N.V. History No change 1,816 400 0.01% 0.01% 1261 0 0.0% Q2 2026 Aug 06, 2026
Game Plan Financial Advisors, LLC History No change 1,812 400 0.15% 0.15% 1262 0 0.0% Q2 2026 Aug 07, 2026
D'Orazio & Associates, Inc. History No change 1,808 399 0.05% 0.05% 1263 0 0.0% Q2 2026 Jul 28, 2026
Westover Capital Advisors, LLC History Added to 2,569 398 0.06% 0.04% 1264 +1,493 138.75% Q3 2026 Oct 26, 2026
Wealth Management Associates, Inc. History No change 1,799 397 0.11% 0.11% 1265 0 0.0% Q2 2026 Jul 21, 2026
RFG - Bristol Wealth Advisors, LLC History Reduced 2,561 396 0.09% 0.23% 1266 -1,839 -41.8% Q3 2026 Oct 09, 2026
Lumbard & Kellner, LLC History No change 1,787 395 0.12% 0.12% 1267 0 0.0% Q2 2026 Aug 06, 2026
Paradigm Capital Management, LLC/NV History No change 1,785 395 0.34% 0.34% 1268 0 0.0% Q2 2026 Aug 13, 2026
Evernest Financial Advisors, LLC History No change 1,775 392 0.08% 0.08% 1269 0 0.0% Q2 2026 Aug 05, 2026
Asset Dedication, LLC History Reduced 2,529 391 0.02% 0.06% 1270 -1,624 -39.1% Q3 2026 Nov 02, 2026
Nilsine Partners, LLC History Reduced 2,529 391 0.03% 0.05% 1273 -545 -17.73% Q3 2026 Nov 02, 2026
Focused Wealth Management, Inc History Added to 2,524 391 0.03% 0.04% 1272 +246 10.8% Q3 2026 Oct 30, 2026
Granite Investment Partners, LLC History No change 1,771 391 0.02% 0.02% 1271 0 0.0% Q2 2026 Aug 07, 2026
Connecticut Wealth Management, LLC History Reduced 2,514 389 0.01% 0.04% 1274 -1,793 -41.63% Q3 2026 Oct 13, 2026
Strathmore Capital Advisors, Inc. History No change 1,941 388 0.1% 0.1% 1275 0 0.0% Q2 2026 Aug 10, 2026
EXCALIBUR MANAGEMENT CORP History Added to 2,499 387 0.13% 0.17% 1276 +111 4.65% Q3 2026 Oct 30, 2026
Oliver Luxxe Assets LLC History Reduced 2,500 387 0.06% 0.08% 1277 -25 -0.99% Q3 2026 Oct 14, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 2,500 387 0.42% 0.54% 1278 0 0.0% Q3 2026 Oct 14, 2026
PATRON PARTNERS, LLC History No change 1,748 386 0.15% 0.15% 1279 0 0.0% Q2 2026 Aug 11, 2026
Rehmann Capital Advisory Group History No change 1,743 385 0.02% 0.02% 1280 0 0.0% Q2 2026 Aug 20, 2026
CWA Asset Management Group, LLC History Reduced 2,484 384 0.01% 0.02% 1281 -840 -25.27% Q3 2026 Oct 19, 2026
CAMDEN NATIONAL BANK History New 2,469 382 0.05% — 1282 +2,469 New Q3 2026 Nov 02, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History No change 2,448 381 0.04% 0.06% 1283 0 0.0% Q3 2026 Oct 26, 2026
EverSource Wealth Advisors, LLC History No change 1,724 381 0.01% 0.01% 1284 0 0.0% Q2 2026 Jul 24, 2026
PCM Encore, LLC History No change 1,727 381 0.07% 0.07% 1285 0 0.0% Q2 2026 Aug 11, 2026
RICHARDS, MERRILL & PETERSON, INC. History Reduced 2,456 380 0.12% 0.21% 1286 -576 -19.0% Q3 2026 Oct 19, 2026
GUERRA PAN ADVISORS, LLC History Reduced 2,343 380 0.22% 0.33% 1288 -302 -11.42% Q3 2026 Oct 26, 2026
CMH Wealth Management LLC History Reduced 2,457 380 0.06% 0.09% 1287 -217 -8.12% Q3 2026 Oct 22, 2026
Minot DeBlois Advisors LLC History No change 1,716 379 0.33% 0.33% 1289 0 0.0% Q2 2026 Aug 13, 2026
71 West Capital Partners History No change 1,713 378 0.01% 0.01% 1290 0 0.0% Q2 2026 Aug 04, 2026
EADS & HEALD WEALTH MANAGEMENT History Reduced 2,423 375 0.19% 0.29% 1291 -223 -8.43% Q3 2026 Oct 29, 2026
Pitcairn Wealth Advisors LLC History No change 1,698 375 0.04% 0.04% 1292 0 0.0% Q2 2026 Aug 10, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 2,406 372 0.02% 0.76% 1293 -57,153 -95.96% Q3 2026 Oct 09, 2026
MMBG INVESTMENT ADVISORS CO. History No change 1,686 372 0.03% 0.03% 1294 0 0.0% Q2 2026 Aug 10, 2026
Palumbo Wealth Management LLC History No change 1,683 372 0.08% 0.08% 1295 0 0.0% Q2 2026 Aug 12, 2026
CIDEL ASSET MANAGEMENT INC History Added to 2,389 370 0.02% 0.02% 1297 +152 6.79% Q3 2026 Oct 28, 2026
Trust Investment Advisors History Added to 2,394 370 0.16% 0.25% 1296 +38 1.61% Q3 2026 Oct 20, 2026
Galvin, Gaustad & Stein, LLC History Reduced 2,387 369 0.03% 0.04% 1298 -65 -2.65% Q3 2026 Oct 08, 2026
Legacy Financial Strategies, LLC History Reduced 2,371 367 0.06% 0.08% 1299 -75 -3.07% Q3 2026 Oct 15, 2026
Qtron Investments LLC History No change 1,657 366 0.05% 0.05% 1300 0 0.0% Q2 2026 Aug 13, 2026
Cypress Capital Group History New 2,358 365 0.03% — 1301 +2,358 New Q3 2026 Nov 03, 2026
SS&H Financial Advisors, Inc. History No change 2,349 364 0.09% 0.13% 1302 0 0.0% Q3 2026 Oct 28, 2026
Jaffetilchin Investment Partners, LLC History No change 1,645 363 0.02% 0.02% 1303 0 0.0% Q2 2026 Oct 20, 2026
Advisory Alpha, LLC History No change 1,642 363 0.01% 0.01% 1304 0 0.0% Q2 2026 Aug 11, 2026
FINANCIAL MANAGEMENT NETWORK INC History Reduced 2,344 362 0.05% 0.07% 1306 -1 -0.04% Q3 2026 Oct 08, 2026
Avantax Planning Partners, Inc. History No change 1,641 362 0.01% 0.01% 1305 0 0.0% Q2 2026 Jul 28, 2026
OUTFITTERS FINANCIAL LLC History Added to 2,335 361 0.26% 0.29% 1309 +458 24.4% Q3 2026 Oct 22, 2026
CHARTER RESEARCH & INVESTMENT GROUP, INC. History No change 1,635 361 0.22% 0.22% 1307 0 0.0% Q2 2026 Aug 13, 2026
Elevated Capital Advisors, LLC History No change 1,633 361 0.1% 0.1% 1308 0 0.0% Q2 2026 Aug 03, 2026
Beacon Bank & Trust History Reduced 2,325 360 0.07% 0.14% 1310 -1,094 -32.0% Q3 2026 Oct 27, 2026
HAZLETT, BURT & WATSON, INC. History No change 1,621 358 0.1% 0.1% 1311 0 0.0% Q2 2026 Jul 30, 2026
Lantz Financial LLC History New 2,309 357 0.06% — 1316 +2,309 New Q3 2026 Oct 15, 2026
Corundum Group, Inc. History Added to 2,309 357 0.09% 0.15% 1312 +62 2.76% Q3 2026 Oct 28, 2026
Elmwood Wealth Management, Inc. History Reduced 2,308 357 0.09% 0.13% 1313 -61 -2.57% Q3 2026 Oct 14, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,617 357 0.07% 0.07% 1314 0 0.0% Q2 2026 Jul 17, 2026
E Fund Management (Hong Kong) Co., Ltd. History No change 1,619 357 0.12% 0.12% 1315 0 0.0% Q2 2026 Jul 22, 2026
APPLETON PARTNERS INC/MA History Reduced 2,294 356 0.02% 0.1% 1317 -5,159 -69.22% Q3 2026 Oct 30, 2026
Strategic Advisors LLC History Reduced 2,301 356 0.07% 0.13% 1319 -420 -15.44% Q3 2026 Oct 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 2,299 356 0.01% 0.01% 1321 -165 -6.7% Q3 2026 Oct 27, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 2,301 356 0.01% 0.01% 1318 +37 1.63% Q3 2026 Oct 13, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 1,614 356 0.06% 0.06% 1320 0 0.0% Q2 2026 Aug 14, 2026
Retirement Planning Co of New England, Inc. History Reduced 2,279 353 0.13% 0.18% 1323 -20 -0.87% Q3 2026 Oct 15, 2026
UNIVEST FINANCIAL Corp History No change 1,600 353 0.02% 0.02% 1322 0 0.0% Q2 2026 Aug 07, 2026
Valley Brook Capital Group, Inc. History No change 2,283 353 0.2% 0.29% 1324 0 0.0% Q3 2026 Oct 26, 2026
LGT Fund Management Co Ltd. History No change 1,600 353 0.01% 0.01% 1325 0 0.0% Q2 2026 Aug 10, 2026
Allred Capital Management, LLC History No change 1,593 352 0.12% 0.12% 1326 0 0.0% Q2 2026 Aug 12, 2026
Cladis Investment Advisory, LLC History No change 1,594 352 0.16% 0.16% 1327 0 0.0% Q2 2026 Aug 13, 2026
WJ Financial Advisors LLC History No change 1,594 352 0.26% 0.26% 1328 0 0.0% Q2 2026 Aug 13, 2026
KRS Capital Management, LLC History Reduced 2,260 350 0.16% 0.29% 1329 -513 -18.5% Q3 2026 Oct 16, 2026
Coign Capital Advisors LLC History No change 1,587 350 0.16% 0.16% 1330 0 0.0% Q2 2026 Jul 29, 2026
Bolthouse Investments, LLC History No change 1,582 349 0.28% 0.28% 1331 0 0.0% Q2 2026 Aug 11, 2026
Kathmere Capital Management, LLC History Reduced 2,251 348 0.02% 0.04% 1334 -1,246 -35.63% Q3 2026 Oct 20, 2026
Tradewinds Capital Management, LLC History Reduced 2,252 348 0.06% 0.14% 1332 -1,188 -34.53% Q3 2026 Oct 23, 2026
Keudell/Morrison Wealth Management History Added to 2,247 348 0.06% 0.06% 1333 +803 55.61% Q3 2026 Oct 16, 2026
Brown Miller Wealth Management, LLC History Added to 2,249 348 0.08% 0.09% 1335 +666 42.07% Q3 2026 Nov 02, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 1,571 347 0.02% 0.02% 1336 0 0.0% Q2 2026 Jul 23, 2026
SeaCrest Wealth Management, LLC History Reduced 2,232 345 0.04% 0.06% 1337 -364 -14.02% Q3 2026 Oct 21, 2026
BEACON FINANCIAL GROUP History Added to 2,226 344 0.03% 0.04% 1339 +370 19.94% Q3 2026 Oct 19, 2026
Great Diamond Partners, LLC History Reduced 2,220 344 0.06% 0.09% 1340 -78 -3.39% Q3 2026 Oct 13, 2026
BUILDER INVESTMENT GROUP INC /ADV History No change 2,223 344 0.07% 0.1% 1338 0 0.0% Q3 2026 Oct 22, 2026
Outlook Wealth Advisors, LLC History No change 2,208 342 0.07% 0.11% 1341 0 0.0% Q3 2026 Oct 28, 2026
PCG ASSET MANAGEMENT, LLC History No change 1,547 342 0.25% 0.25% 1342 0 0.0% Q2 2026 Jul 27, 2026
First City Capital Management, Inc. History Reduced 2,202 341 0.17% 0.24% 1343 -7 -0.32% Q3 2026 Oct 27, 2026
Fortune Financial Advisors, LLC History No change 1,544 341 0.15% 0.15% 1344 0 0.0% Q2 2026 Jul 22, 2026
EFG International AG History No change 1,545 341 0.01% 0.01% 1345 0 0.0% Q2 2026 Aug 14, 2026
First National Bank of Mount Dora, Trust Investment Services History Reduced 2,196 340 0.07% 0.41% 1346 -7,000 -76.12% Q3 2026 Oct 21, 2026
King Wealth Management Group History No change 1,537 340 0.04% 0.04% 1347 0 0.0% Q2 2026 Aug 05, 2026
Navigate Wealth Management, LLC History Reduced 2,141 338 0.2% 0.29% 1350 -38 -1.74% Q3 2026 Oct 14, 2026
LIGHTHOUSE FINANCIAL SERVICES INC /ADV History No change 2,183 338 0.07% 0.1% 1348 0 0.0% Q3 2026 Nov 02, 2026
Twin Lakes Capital Management, LLC History No change 1,532 338 0.13% 0.13% 1349 0 0.0% Q2 2026 Aug 17, 2026
Godshalk Welsh Capital Management, Inc. History No change 1,528 337 0.18% 0.18% 1351 0 0.0% Q2 2026 Aug 14, 2026
XML Financial, LLC History Reduced 2,174 336 0.02% 0.05% 1352 -953 -30.48% Q3 2026 Oct 29, 2026
Mechanics Financial Corp History No change 1,525 336 0.12% 0.12% 1353 0 0.0% Q2 2026 Aug 05, 2026
Aprio Wealth Management, LLC History Reduced 2,168 335 0.02% 0.03% 1355 -299 -12.12% Q3 2026 Oct 28, 2026
ALBERT D MASON INC History Added to 2,165 335 0.2% 0.27% 1354 +49 2.32% Q3 2026 Oct 27, 2026
Legacy Capital Wealth Partners, LLC History New 2,159 334 0.07% — 1357 +2,159 New Q3 2026 Oct 21, 2026
Cohen Capital Management, Inc. History No change 2,160 334 0.05% 0.06% 1356 0 0.0% Q3 2026 Oct 13, 2026
Allen Mooney & Barnes Investment Advisors LLC History Reduced 2,152 333 0.05% 0.94% 1358 -25,916 -92.33% Q3 2026 Oct 08, 2026
Marshall Financial Group, LLC History No change 1,504 332 0.05% 0.05% 1359 0 0.0% Q2 2026 Jul 17, 2026
FLORIDA FINANCIAL ADVISORS, LLC History No change 1,504 332 0.06% 0.06% 1360 0 0.0% Q2 2026 Aug 10, 2026
De Lisle Partners LLP History No change 1,500 331 0.04% 0.04% 1361 0 0.0% Q2 2026 Aug 12, 2026
Provident Investment Management, Inc. History Added to 2,125 329 0.03% 0.04% 1362 +58 2.81% Q3 2026 Oct 23, 2026
Aventura Private Wealth, LLC History No change 1,491 329 0.1% 0.1% 1363 0 0.0% Q2 2026 Jul 15, 2026
Altus Wealth Group LLC History Reduced 2,119 328 0.12% 0.18% 1364 -107 -4.81% Q3 2026 Oct 20, 2026
GHP Investment Advisors, Inc. History No change 2,113 327 0.01% 0.02% 1365 0 0.0% Q3 2026 Oct 15, 2026
Solstein Capital, LLC History No change 2,114 327 0.11% 0.16% 1366 0 0.0% Q3 2026 Nov 02, 2026
Resurgent Financial Advisors LLC History No change 1,480 327 0.09% 0.09% 1367 0 0.0% Q2 2026 Aug 14, 2026
USA FINANCIAL FORMULAS History No change 1,472 325 0.06% 0.06% 1368 0 0.0% Q2 2026 Aug 04, 2026
BURNEY CO/ History Added to 2,086 323 0.01% 0.01% 1369 +370 21.56% Q3 2026 Oct 15, 2026
Trivium Point Advisory, LLC History No change 1,463 323 0.03% 0.03% 1370 0 0.0% Q2 2026 Aug 06, 2026
Obermeyer Wealth Partners History Added to 2,078 322 0.01% 0.02% 1371 +157 8.17% Q3 2026 Oct 21, 2026
Essential Investment Partners LLC History Added to 2,075 321 0.22% 0.32% 1377 +274 15.21% Q3 2026 Oct 27, 2026
JM2 Capital Inc. History Reduced 2,074 321 0.21% 0.32% 1376 -8 -0.38% Q3 2026 Oct 13, 2026
Harbour Trust & Investment Management Co History Reduced 2,075 321 0.03% 0.04% 1374 -1 -0.05% Q3 2026 Oct 28, 2026
Keel Point, LLC History No change 1,453 321 0.02% 0.02% 1372 0 0.0% Q2 2026 Aug 14, 2026
Wealthquest Corp History No change 1,452 321 0.02% 0.02% 1373 0 0.0% Q2 2026 Jul 23, 2026
Aspetuck Financial Management LLC History No change 1,452 321 0.19% 0.19% 1375 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 1,450 320 0.02% 0.02% 1378 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Wealth Advisors History Reduced 2,061 319 0.1% 0.15% 1379 -9 -0.43% Q3 2026 Nov 02, 2026
FNY Investment Advisers, LLC History Added to 2,040 316 0.08% 0.12% 1382 +475 30.35% Q3 2026 Oct 16, 2026
DecisionMap Wealth Management, LLC History Reduced 2,040 316 0.17% 0.29% 1383 -331 -13.96% Q3 2026 Oct 29, 2026
COZAD ASSET MANAGEMENT INC History No change 1,433 316 0.02% 0.02% 1380 0 0.0% Q2 2026 Aug 14, 2026
STEINBERG ASSET MANAGEMENT LLC History No change 2,042 316 0.21% 0.28% 1381 0 0.0% Q3 2026 Oct 29, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History No change 1,428 315 0.12% 0.12% 1384 0 0.0% Q2 2026 Jul 09, 2026
Parcion Private Wealth LLC History New 2,020 313 0.02% — 1390 +2,020 New Q3 2026 Oct 28, 2026
Arista Wealth Management, LLC History Reduced 2,021 313 0.03% 0.07% 1387 -746 -26.96% Q3 2026 Oct 29, 2026
SAPIENT CAPITAL LLC History Reduced 2,022 313 0.0% 0.01% 1388 -2 -0.1% Q3 2026 Oct 08, 2026
DF DENT & CO INC History No change 1,416 313 0.01% 0.01% 1385 0 0.0% Q2 2026 Aug 14, 2026
ALLIANZ SE History No change 1,420 313 0.0% 0.0% 1386 0 0.0% Q2 2026 Aug 10, 2026
Tannin Capital LLC History No change 1,425 313 0.21% 0.21% 1389 0 0.0% Q2 2026 Aug 04, 2026
City State Bank History Reduced 2,016 312 0.07% 0.1% 1391 -21 -1.03% Q3 2026 Oct 20, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 2,010 311 0.09% 0.21% 1394 -1,175 -36.89% Q3 2026 Oct 19, 2026
Argentarii, LLC History Reduced 2,013 311 0.09% 0.1% 1393 -41 -2.0% Q3 2026 Oct 28, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 1,409 311 0.0% 0.0% 1392 0 0.0% Q2 2026 Aug 13, 2026
LANGLEY WEALTH MANAGEMENT, LLC History No change 1,407 311 0.3% 0.3% 1395 0 0.0% Q2 2026 Aug 10, 2026
Supplemental Annuity Collective Trust of NJ History Reduced 2,005 310 0.08% 0.12% 1396 -27 -1.33% Q3 2026 Nov 02, 2026
IFG Advisory, LLC History No change 1,405 310 0.01% 0.01% 1397 0 0.0% Q2 2026 Aug 13, 2026
Vanguard National Trust Co History No change 1,406 310 0.02% 0.02% 1398 0 0.0% Q2 2026 Aug 13, 2026
Lewis Asset Management, LLC History Reduced 1,996 309 0.11% 0.18% 1400 -373 -15.75% Q3 2026 Oct 13, 2026
Balentine LLC History No change 1,400 309 0.01% 0.01% 1399 0 0.0% Q2 2026 Aug 06, 2026
BALDWIN WEALTH PARTNERS LLC/MA History Reduced 1,989 308 0.02% 0.03% 1401 -322 -13.93% Q3 2026 Oct 13, 2026
Cornell Pochily Investment Advisors, Inc. History Reduced 1,992 308 0.08% 0.12% 1403 -20 -0.99% Q3 2026 Oct 19, 2026
Paragon Capital Management Ltd History No change 1,988 308 0.06% 0.08% 1402 0 0.0% Q3 2026 Oct 09, 2026
YHB Investment Advisors, Inc. History New 1,979 306 0.02% — 1407 +1,979 New Q3 2026 Oct 08, 2026
Independent Wealth Network Inc. History Reduced 1,978 306 0.08% 0.12% 1406 -172 -8.0% Q3 2026 Oct 19, 2026
KWMG, LLC History Reduced 1,976 306 0.02% 0.03% 1404 -1 -0.05% Q3 2026 Oct 07, 2026
RB Capital Management, LLC History No change 1,385 306 0.06% 0.06% 1405 0 0.0% Q2 2026 Aug 17, 2026
Asset Planning,Inc History No change 1,974 305 0.2% 0.28% 1408 0 0.0% Q3 2026 Oct 26, 2026
KDT Advisors, LLC History No change 1,380 305 0.42% 0.42% 1409 0 0.0% Q2 2026 Jul 31, 2026
STRATEGY ASSET MANAGERS LLC History Reduced 1,965 304 0.05% 0.53% 1410 -13,971 -87.67% Q3 2026 Oct 14, 2026
CHATHAM CAPITAL GROUP, INC. History New 1,963 304 0.04% — 1416 +1,963 New Q3 2026 Oct 15, 2026
Allen Investment Management, LLC History Reduced 1,964 304 0.0% 0.01% 1412 -174 -8.14% Q3 2026 Nov 03, 2026
CIM INVESTMENT MANAGEMENT INC History No change 1,379 304 0.07% 0.07% 1411 0 0.0% Q2 2026 Sep 29, 2026
West Family Investments, Inc. History No change 1,377 304 0.09% 0.09% 1413 0 0.0% Q2 2026 Aug 10, 2026
Westfuller Advisors, LLC History No change 1,376 304 0.11% 0.11% 1414 0 0.0% Q2 2026 Jul 29, 2026
Summit Wealth Partners, LLC History No change 1,378 304 0.04% 0.04% 1415 0 0.0% Q2 2026 Aug 03, 2026
FAGAN ASSOCIATES, INC. History Reduced 1,959 303 0.04% 0.05% 1418 -20 -1.01% Q3 2026 Oct 13, 2026
GRAYBILL WEALTH MANAGEMENT, LTD. History No change 1,374 303 0.08% 0.08% 1417 0 0.0% Q2 2026 Aug 17, 2026
Rothschild Wealth LLC History No change 1,375 303 0.02% 0.02% 1419 0 0.0% Q2 2026 Aug 11, 2026
Thoma Capital Management LLC History New 1,955 302 0.16% — 1422 +1,955 New Q3 2026 Oct 19, 2026
Altura Wealth Advisors Inc. History Reduced 1,955 302 0.09% 0.25% 1421 -1,338 -40.63% Q3 2026 Oct 22, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 1,369 302 0.04% 0.04% 1420 0 0.0% Q2 2026 Aug 07, 2026
Koshinski Asset Management, Inc. History Reduced 1,947 301 0.02% 0.03% 1423 -287 -12.85% Q3 2026 Oct 29, 2026
Peoples Bank/KS History New 1,936 300 0.29% — 1425 +1,936 New Q3 2026 Oct 09, 2026
Pinnacle Wealth Management Advisory Group, LLC History Reduced 1,936 300 0.02% 0.03% 1424 -177 -8.38% Q3 2026 Oct 23, 2026
Turtle Creek Wealth Advisors, LLC History New 1,934 299 0.02% — 1428 +1,934 New Q3 2026 Oct 15, 2026
PLIMOTH TRUST CO LLC History New 1,931 299 0.06% — 1427 +1,931 New Q3 2026 Oct 26, 2026
Oxbow Advisors, LLC History No change 1,355 299 0.02% 0.02% 1426 0 0.0% Q2 2026 Aug 07, 2026
Breakwater Capital Group History New 1,924 298 0.04% — 1430 +1,924 New Q3 2026 Oct 08, 2026
WADDELL & ASSOCIATES, LLC History No change 1,349 298 0.01% 0.01% 1429 0 0.0% Q2 2026 Jul 15, 2026
Fielder Capital Group LLC History No change 1,343 296 0.06% 0.06% 1431 0 0.0% Q2 2026 Aug 06, 2026
Leslie Global Wealth, LLC History Reduced 1,908 295 0.11% 0.17% 1432 -12 -0.63% Q3 2026 Oct 26, 2026
Independent Solutions Wealth Management, LLC History Reduced 1,902 294 0.04% 0.13% 1434 -2,736 -58.99% Q3 2026 Oct 28, 2026
Proficio Capital Partners LLC History No change 1,334 294 0.01% 0.01% 1433 0 0.0% Q2 2026 Aug 14, 2026
Kingdom Financial Group LLC. History No change 1,330 294 0.08% 0.08% 1435 0 0.0% Q2 2026 Aug 07, 2026
Athena Investment Management History No change 1,328 293 0.17% 0.17% 1436 0 0.0% Q2 2026 Aug 06, 2026
apricus wealth, LLC History Reduced 1,890 292 0.13% 0.2% 1437 -43 -2.22% Q3 2026 Oct 26, 2026
ASPIRIANT, LLC History Added to 1,880 291 0.01% 0.01% 1438 +157 9.11% Q3 2026 Oct 16, 2026
W1M Asset Management Ltd History No change 1,319 291 0.0% 0.0% 1439 0 0.0% Q2 2026 Aug 12, 2026
MLG Wealth Management DBA Pine Grove Financial Group History Reduced 1,875 290 0.03% 0.04% 1441 -53 -2.75% Q3 2026 Oct 13, 2026
Ironwood Financial, llc History No change 1,875 290 0.05% 0.06% 1440 0 0.0% Q3 2026 Oct 20, 2026
SAX WEALTH ADVISORS, LLC History New 1,871 289 0.01% — 1442 +1,871 New Q3 2026 Oct 13, 2026
Symphony Financial, Ltd. Co. History Reduced 1,850 288 0.03% 0.05% 1444 -97 -4.98% Q3 2026 Oct 22, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC History No change 1,304 288 0.15% 0.15% 1443 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History Reduced 1,853 287 0.02% 0.03% 1446 -175 -8.63% Q3 2026 Oct 27, 2026
ARMSTRONG ADVISORY GROUP, INC History Reduced 1,857 287 0.02% 0.03% 1448 -113 -5.74% Q3 2026 Oct 09, 2026
COMPASS CAPITAL MANAGEMENT, INC History No change 1,300 287 0.02% 0.02% 1445 0 0.0% Q2 2026 Aug 06, 2026
BSW Wealth Partners History No change 1,302 287 0.03% 0.03% 1447 0 0.0% Q2 2026 Jul 15, 2026
Versant Capital Management, Inc History New 1,846 286 0.02% — 1450 +1,846 New Q3 2026 Oct 01, 2026
Fort Point Capital Partners LLC History No change 1,295 286 0.02% 0.02% 1449 0 0.0% Q2 2026 Aug 14, 2026
Radnor Capital Management, LLC History Reduced 1,844 285 0.04% 0.06% 1452 -1 -0.05% Q3 2026 Oct 23, 2026
BAKER BOYER NATIONAL BANK History No change 1,293 285 0.08% 0.08% 1451 0 0.0% Q2 2026 Jul 27, 2026
EARNED WEALTH ADVISORS, LLC History No change 1,290 285 0.02% 0.02% 1453 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History New 1,838 284 0.01% — 1457 +1,838 New Q3 2026 Oct 08, 2026
Calamos Wealth Management LLC History Reduced 1,834 284 0.01% 0.01% 1455 -72 -3.78% Q3 2026 Nov 02, 2026
CAPE COD FIVE CENTS SAVINGS BANK History No change 1,288 284 0.02% 0.02% 1454 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Advisory, LLC History No change 1,288 284 0.02% 0.02% 1456 0 0.0% Q2 2026 Jul 29, 2026
CITY HOLDING CO History New 1,832 283 0.03% — 1462 +1,832 New Q3 2026 Oct 19, 2026
INVESTMENT PARTNERS, LTD. History Added to 1,831 283 0.04% 0.08% 1458 +689 60.33% Q3 2026 Oct 28, 2026
Armstrong, Fleming & Moore, Inc History Reduced 1,829 283 0.09% 0.16% 1461 -310 -14.49% Q3 2026 Oct 27, 2026
Waterloo Capital, L.P. History No change 1,282 283 0.02% 0.02% 1459 0 0.0% Q2 2026 Jul 29, 2026
Gateway Wealth Partners, LLC History No change 1,282 283 0.02% 0.02% 1460 0 0.0% Q2 2026 Aug 04, 2026
Mission Creek Capital Partners, Inc. History No change 1,280 282 0.05% 0.05% 1463 0 0.0% Q2 2026 Aug 14, 2026
Charles Schwab Trust Co History New 1,817 281 0.02% — 1466 +1,817 New Q3 2026 Oct 15, 2026
Relyea Zuckerberg Hanson LLC History Reduced 1,819 281 0.02% 0.03% 1464 -49 -2.62% Q3 2026 Oct 20, 2026
Beverly Hills Private Wealth, LLC History No change 1,272 281 0.05% 0.05% 1465 0 0.0% Q2 2026 Aug 06, 2026
True North Advisors, LLC History Reduced 1,812 280 0.02% 0.04% 1467 -225 -11.05% Q3 2026 Oct 22, 2026
Performance Wealth Partners, LLC History No change 1,270 280 0.01% 0.01% 1468 0 0.0% Q2 2026 Aug 07, 2026
Grey Fox Wealth Advisors, LLC History No change 1,271 280 0.04% 0.04% 1469 0 0.0% Q2 2026 Jul 17, 2026
CHAPMAN FINANCIAL GROUP, LLC History New 1,800 278 0.18% — 1472 +1,800 New Q3 2026 Oct 26, 2026
MIRAMONTES CAPITAL, LLC History Reduced 1,796 278 0.08% 0.15% 1471 -379 -17.43% Q3 2026 Oct 16, 2026
OSTRUM ASSET MANAGEMENT History No change 1,260 278 0.01% 0.01% 1470 0 0.0% Q2 2026 Aug 13, 2026
Portland Global Advisors LLC History No change 1,257 277 0.03% 0.03% 1473 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 1,253 277 0.0% 0.0% 1474 0 0.0% Q2 2026 Aug 13, 2026
Premier Path Wealth Partners, LLC History Reduced 1,782 276 0.03% 0.07% 1477 -1,169 -39.61% Q3 2026 Oct 16, 2026
Pictet North America Advisors SA History No change 1,787 276 0.02% 0.03% 1475 0 0.0% Q3 2026 Oct 21, 2026
Ceeto Capital Group, LLC History No change 1,250 276 0.07% 0.07% 1476 0 0.0% Q2 2026 Aug 14, 2026
Pegasus Asset Management, Inc. History Added to 1,776 275 0.08% 0.11% 1478 +20 1.14% Q3 2026 Nov 03, 2026
UNION SAVINGS BANK History New 1,772 274 0.11% — 1481 +1,772 New Q3 2026 Oct 14, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 1,241 274 0.02% 0.02% 1479 0 0.0% Q2 2026 Aug 14, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 1,242 274 0.08% 0.08% 1480 0 0.0% Q2 2026 Aug 07, 2026
WRAPMANAGER INC History No change 1,239 273 0.09% 0.09% 1482 0 0.0% Q2 2026 Aug 05, 2026
TFR Capital, LLC. History No change 1,237 273 0.08% 0.08% 1483 0 0.0% Q2 2026 Aug 06, 2026
DUNCKER STREETT & CO INC History Reduced 1,761 272 0.05% 0.07% 1484 -150 -7.85% Q3 2026 Oct 27, 2026
Venturi Wealth Management, LLC History No change 1,233 272 0.01% 0.01% 1485 0 0.0% Q2 2026 Jul 20, 2026
MAGNOLIA CAPITAL MANAGEMENT LTD History No change 1,750 271 0.19% 0.27% 1486 0 0.0% Q3 2026 Oct 09, 2026
Gradient Investments LLC History Added to 1,748 270 0.0% 0.01% 1488 +90 5.43% Q3 2026 Oct 08, 2026
Equity Wealth Partners, LLC History Reduced 1,748 270 0.09% 0.14% 1490 -36 -2.02% Q3 2026 Oct 23, 2026
CSS LLC/IL History No change 1,225 270 0.01% 0.01% 1487 0 0.0% Q2 2026 Aug 14, 2026
DUDLEY CAPITAL MANAGEMENT, LLC History No change 1,744 270 0.1% 0.15% 1489 0 0.0% Q3 2026 Oct 23, 2026
Leonteq Securities AG History Reduced 1,739 269 0.01% 0.02% 1491 -768 -30.63% Q3 2026 Oct 29, 2026
Next Capital Management LLC History No change 1,220 269 0.07% 0.07% 1492 0 0.0% Q2 2026 Aug 03, 2026
Aaron Wealth Advisors LLC History Reduced 1,730 268 0.01% 0.04% 1494 -1,471 -45.95% Q3 2026 Oct 13, 2026
Heritage Wealth Advisors History No change 1,215 268 0.01% 0.01% 1493 0 0.0% Q2 2026 Aug 14, 2026
TigerOak Management, L.L.C. History Added to 1,729 267 0.07% 0.1% 1496 +104 6.4% Q3 2026 Oct 23, 2026
Circle Wealth Management, LLC History No change 1,211 267 0.0% 0.0% 1495 0 0.0% Q2 2026 Aug 12, 2026
AssuredPartners Investment Advisors, LLC History No change 1,207 266 0.03% 0.03% 1497 0 0.0% Q2 2026 Aug 10, 2026
CRA Financial Services, LLC History Reduced 1,716 265 0.03% 0.05% 1499 -172 -9.11% Q3 2026 Oct 16, 2026
Covenant Asset Management, LLC History Reduced 1,716 265 0.04% 0.07% 1498 -85 -4.72% Q3 2026 Oct 14, 2026
WPWealth LLP History No change 1,200 265 0.04% 0.04% 1500 0 0.0% Q2 2026 Aug 10, 2026
Wealthspire Retirement, LLC History No change 1,201 265 0.01% 0.01% 1501 0 0.0% Q2 2026 Aug 12, 2026
Encore Global Management, LP History No change 1,200 265 0.26% 0.26% 1502 0 0.0% Q2 2026 Aug 11, 2026
TOWER TRUST & INVESTMENT Co History New 1,704 264 0.15% — 1503 +1,704 New Q3 2026 Oct 27, 2026
Pines Wealth Management, LLC History Added to 1,701 263 0.07% 0.1% 1504 +179 11.76% Q3 2026 Oct 21, 2026
REXFORD CAPITAL INC History No change 1,190 263 0.16% 0.16% 1505 0 0.0% Q2 2026 Jul 29, 2026
Alchemi Wealth, LLC History No change 1,194 263 0.12% 0.12% 1506 0 0.0% Q2 2026 Jul 29, 2026
MOODY LYNN LIEBERSON & WALKER, LLC History No change 1,695 262 0.01% 0.02% 1507 0 0.0% Q3 2026 Oct 14, 2026
Merrion Investment Management Co, LLC History New 1,680 260 0.13% — 1510 +1,680 New Q3 2026 Oct 16, 2026
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC History No change 1,176 260 0.03% 0.03% 1508 0 0.0% Q2 2026 Aug 12, 2026
IMA Advisory Services, Inc. History No change 1,179 260 0.02% 0.02% 1509 0 0.0% Q2 2026 Aug 10, 2026
Copeland Capital Management, LLC History New 1,674 259 0.01% — 1516 +1,674 New Q3 2026 Oct 13, 2026
Diversified Enterprises, LLC History Added to 1,672 259 0.01% 0.02% 1515 +11 0.66% Q3 2026 Oct 19, 2026
Minneapolis Portfolio Management Group, LLC History No change 1,175 259 0.02% 0.02% 1511 0 0.0% Q2 2026 Jul 27, 2026
First Dallas Securities Inc. History No change 1,175 259 0.09% 0.09% 1512 0 0.0% Q2 2026 Aug 03, 2026
Marble Harbor Investment Counsel, LLC History No change 1,176 259 0.03% 0.03% 1513 0 0.0% Q2 2026 Aug 07, 2026
Illinois Municipal Retirement Fund History No change 1,173 259 0.0% 0.0% 1514 0 0.0% Q2 2026 Aug 12, 2026
FELL CAPITAL MANAGEMENT /ADV History Reduced 1,667 258 0.22% 0.34% 1517 -149 -8.2% Q3 2026 Oct 09, 2026
Bank OZK History No change 1,170 258 0.08% 0.08% 1518 0 0.0% Q2 2026 Aug 17, 2026
Auxano Advisors, LLC History No change 1,169 258 0.05% 0.05% 1519 0 0.0% Q2 2026 Aug 07, 2026
Uncommon Cents Investing Inc History Reduced 1,660 257 0.06% 0.09% 1521 -216 -11.51% Q3 2026 Oct 20, 2026
Willow Creek Wealth Management Inc. History Added to 1,660 257 0.02% 0.02% 1520 +1 0.06% Q3 2026 Oct 26, 2026
Sivia Capital Partners, LLC History No change 1,165 257 0.03% 0.03% 1522 0 0.0% Q2 2026 Jul 23, 2026
Provident Wealth Management, LLC History New 1,657 256 0.09% — 1524 +1,657 New Q3 2026 Oct 20, 2026
Everhart Financial Group, Inc. History New 1,653 256 0.02% — 1525 +1,653 New Q3 2026 Oct 08, 2026
Madson Wealth Advisors Inc History Added to 1,653 256 0.18% 0.23% 1523 +99 6.37% Q3 2026 Oct 13, 2026
L. Roy Papp & Associates, LLP History No change 1,648 255 0.03% 0.04% 1526 0 0.0% Q3 2026 Oct 21, 2026
Quantum Portfolio Management LLC History No change 1,156 255 0.09% 0.09% 1527 0 0.0% Q2 2026 Aug 14, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 1,153 254 0.01% 0.01% 1528 0 0.0% Q2 2026 Aug 11, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 1,153 254 0.03% 0.03% 1529 0 0.0% Q2 2026 Jul 21, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 1,150 254 0.0% 0.0% 1530 0 0.0% Q2 2026 Aug 13, 2026
Keebeck Wealth Management History No change 1,150 254 0.02% 0.02% 1531 0 0.0% Q2 2026 Aug 11, 2026
BARLOW WEALTH PARTNERS, LLC History No change 1,616 254 0.03% 0.04% 1532 0 0.0% Q3 2026 Oct 15, 2026
Kuhn & Co Investment Counsel History Added to 1,634 253 0.14% 0.18% 1535 +213 14.99% Q3 2026 Oct 29, 2026
Tranquility Partners, LLC History Reduced 1,635 253 0.09% 0.13% 1534 -54 -3.2% Q3 2026 Oct 20, 2026
WILKINS INVESTMENT COUNSEL INC History Reduced 1,633 253 0.03% 0.05% 1533 -2 -0.12% Q3 2026 Nov 03, 2026
Legacy Edge Advisors, LLC History No change 1,145 253 0.02% 0.02% 1536 0 0.0% Q2 2026 Aug 11, 2026
Exchange Bank History Reduced 1,630 252 0.16% 0.26% 1538 -251 -13.34% Q3 2026 Oct 07, 2026
Compass Ion Advisors, LLC History Reduced 1,627 252 0.02% 0.03% 1537 -59 -3.5% Q3 2026 Oct 23, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History Reduced 1,630 252 0.02% 0.03% 1539 -9 -0.55% Q3 2026 Oct 14, 2026
FIRETHORN WEALTH PARTNERS, LLC History Reduced 1,622 251 0.08% 0.12% 1542 -69 -4.08% Q3 2026 Oct 14, 2026
Accel Wealth Management History Reduced 1,620 251 0.05% 0.08% 1541 -57 -3.4% Q3 2026 Oct 13, 2026
ARQ WEALTH ADVISORS, LLC History No change 1,623 251 0.03% 0.04% 1540 0 0.0% Q3 2026 Oct 28, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History No change 1,618 250 0.02% 0.03% 1543 0 0.0% Q3 2026 Oct 22, 2026
PRIMORIS WEALTH ADVISORS, LLC History No change 1,617 250 0.12% 0.16% 1544 0 0.0% Q3 2026 Oct 28, 2026
Smith Salley Wealth Management History Reduced 1,609 249 0.01% 0.07% 1545 -5,227 -76.46% Q3 2026 Nov 03, 2026
TCV Trust & Wealth Management, Inc. History New 1,610 249 0.02% — 1548 +1,610 New Q3 2026 Oct 16, 2026
Mill Capital Management, LLC History Reduced 1,610 249 0.02% 0.03% 1547 -284 -14.99% Q3 2026 Oct 26, 2026
Triangle Securities Wealth Management History Reduced 1,611 249 0.05% 0.07% 1546 -96 -5.62% Q3 2026 Oct 14, 2026
Grandview Asset Management LLC History Reduced 1,606 248 0.07% 0.1% 1549 -139 -7.97% Q3 2026 Oct 19, 2026
PEOPLES FINANCIAL SERVICES CORP. History New 1,594 247 0.11% — 1551 +1,594 New Q3 2026 Oct 20, 2026
Cross Staff Investments Inc History No change 1,600 247 0.15% 0.2% 1550 0 0.0% Q3 2026 Oct 22, 2026
Gallagher Fiduciary Advisors, LLC History No change 1,113 246 0.01% 0.01% 1552 0 0.0% Q2 2026 Aug 14, 2026
Bulltick Wealth Management, LLC History No change 1,115 246 0.05% 0.05% 1553 0 0.0% Q2 2026 Jul 30, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 1,111 245 0.03% 0.03% 1554 0 0.0% Q2 2026 Jul 27, 2026
Lakeshore Capital Group, Inc. History New 1,578 244 0.16% — 1557 +1,578 New Q3 2026 Oct 20, 2026
Hayek Kallen Investment Management History No change 1,105 244 0.07% 0.07% 1555 0 0.0% Q2 2026 Aug 17, 2026
Kohmann Bosshard Financial Services, LLC History No change 1,105 244 0.02% 0.02% 1556 0 0.0% Q2 2026 Jul 14, 2026
MADDEN SECURITIES Corp History Reduced 1,571 243 0.06% 0.27% 1559 -2,876 -64.67% Q3 2026 Oct 27, 2026
Facet Wealth, Inc. History No change 1,101 243 0.0% 0.0% 1558 0 0.0% Q2 2026 Jul 27, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 1,564 242 0.0% 0.52% 1560 -478,857 -99.67% Q3 2026 Nov 02, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 1,562 242 0.0% 0.01% 1561 -1,542 -49.68% Q3 2026 Oct 22, 2026
Global Wealth Strategies & Associates History New 1,558 241 0.04% — 1564 +1,558 New Q3 2026 Oct 01, 2026
KLCM Advisors, Inc. History No change 1,093 241 0.02% 0.02% 1562 0 0.0% Q2 2026 Aug 06, 2026
NCP Inc. History No change 1,091 241 0.34% 0.34% 1563 0 0.0% Q2 2026 Aug 13, 2026
OpenArc Corporate Advisory, LLC History Added to 1,552 240 0.0% 0.0% 1569 +161 11.57% Q3 2026 Oct 21, 2026
BANK OF STOCKTON History Reduced 1,550 240 0.07% 0.1% 1565 -116 -6.96% Q3 2026 Oct 19, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 1,087 240 0.01% 0.01% 1566 0 0.0% Q2 2026 Aug 13, 2026
Integrated Investment Consultants, LLC History No change 1,088 240 0.05% 0.05% 1567 0 0.0% Q2 2026 Aug 17, 2026
Allegheny Financial Group History No change 1,089 240 0.03% 0.03% 1568 0 0.0% Q2 2026 Jul 22, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History New 1,545 239 0.01% — 1571 +1,545 New Q3 2026 Oct 23, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 1,082 239 0.04% 0.04% 1570 0 0.0% Q2 2026 Jul 21, 2026
ARTHUR M. COHEN & ASSOCIATES, LLC History New 1,540 238 0.04% — 1575 +1,540 New Q3 2026 Oct 26, 2026
Kaizen Financial Strategies History New 1,536 238 0.09% — 1576 +1,536 New Q3 2026 Oct 09, 2026
Faithward Advisors, LLC History No change 1,080 238 0.03% 0.03% 1572 0 0.0% Q2 2026 Aug 12, 2026
CARDIFF PARK ADVISORS, LLC History No change 1,081 238 0.02% 0.02% 1573 0 0.0% Q2 2026 Aug 14, 2026
BLVD Private Wealth, LLC History No change 1,538 238 0.18% 0.25% 1574 0 0.0% Q3 2026 Oct 14, 2026
CLG LLC History New 1,534 237 0.05% — 1581 +1,534 New Q3 2026 Oct 13, 2026
SACKS & ASSOCIATES, LLC History Reduced 1,534 237 0.17% 0.28% 1580 -457 -22.95% Q3 2026 Oct 09, 2026
Aries Wealth Management History Reduced 1,531 237 0.05% 0.07% 1577 -2 -0.13% Q3 2026 Oct 23, 2026
RED REEF ADVISORS LLC History No change 1,074 237 0.22% 0.22% 1578 0 0.0% Q2 2026 Jul 23, 2026
Gerald Baker Financial Group LLC History No change 1,535 237 0.07% 0.1% 1579 0 0.0% Q3 2026 Oct 09, 2026
Accredited Investors Inc. History Reduced 1,529 236 0.01% 0.01% 1583 -20 -1.29% Q3 2026 Nov 03, 2026
PRIVATE MANAGEMENT GROUP INC History No change 1,070 236 0.01% 0.01% 1582 0 0.0% Q2 2026 Jul 31, 2026
Bridgewater Advisors Inc. History No change 1,138 236 0.01% 0.01% 1584 0 0.0% Q2 2026 Aug 05, 2026
Accurate Wealth Management, LLC History Reduced 1,486 235 0.02% 0.04% 1585 -213 -12.54% Q3 2026 Oct 20, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Reduced 1,511 234 0.0% 0.02% 1586 -3,437 -69.46% Q3 2026 Oct 27, 2026
LAWOOD & CO History New 1,509 233 0.16% — 1590 +1,509 New Q3 2026 Oct 09, 2026
Fiduciary Alliance LLC History New 1,508 233 0.02% — 1589 +1,508 New Q3 2026 Oct 13, 2026
1900 WEALTH MANAGEMENT LLC History Reduced 1,509 233 0.01% 0.02% 1587 -107 -6.62% Q3 2026 Oct 13, 2026
Symphony Financial Services, Inc. History No change 1,058 233 0.1% 0.1% 1588 0 0.0% Q2 2026 Jul 22, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 1,500 232 0.02% 1.02% 1591 -67,480 -97.83% Q3 2026 Nov 02, 2026
Ethos Financial Group, LLC History No change 1,131 232 0.02% 0.02% 1592 0 0.0% Q2 2026 Aug 07, 2026
Weaver Capital Management LLC History New 1,492 231 0.04% — 1593 +1,492 New Q3 2026 Oct 15, 2026
Cornerstone Wealth Group, LLC History Reduced 1,485 230 0.01% 0.33% 1594 -23,764 -94.12% Q3 2026 Nov 02, 2026
Revolve Wealth Partners, LLC History Reduced 1,478 229 0.02% 0.04% 1595 -471 -24.17% Q3 2026 Oct 23, 2026
Polymer Capital Management (US) LLC History No change 1,040 229 0.03% 0.03% 1596 0 0.0% Q2 2026 Aug 14, 2026
ORSER CAPITAL MANAGEMENT, LLC History Reduced 1,470 227 0.13% 0.22% 1598 -521 -26.17% Q3 2026 Oct 13, 2026
OneAscent Financial Services LLC History No change 1,030 227 0.01% 0.01% 1597 0 0.0% Q2 2026 Aug 11, 2026
General Partner, Inc. History Added to 1,461 226 0.12% 0.01% 1600 +1,361 1361.0% Q3 2026 Oct 05, 2026
Heritage Wealth Management, Inc. History Reduced 1,464 226 0.06% 0.12% 1601 -735 -33.42% Q3 2026 Oct 28, 2026
Peak Asset Management, LLC History No change 1,024 226 0.03% 0.03% 1599 0 0.0% Q2 2026 Aug 13, 2026
Tudor Financial Inc. History No change 1,025 226 0.1% 0.1% 1602 0 0.0% Q2 2026 Aug 10, 2026
Stockman Wealth Management, Inc. History Reduced 1,453 225 0.02% 0.68% 1604 -28,449 -95.14% Q3 2026 Oct 27, 2026
CENTAURUS FINANCIAL, INC. History No change 1,016 225 0.01% 0.01% 1603 0 0.0% Q2 2026 Aug 17, 2026
Private Capital Management, LLC History No change 1,022 225 0.02% 0.02% 1605 0 0.0% Q2 2026 Aug 14, 2026
Massar Capital Management, LP History No change 1,021 225 0.02% 0.02% 1606 0 0.0% Q2 2026 Aug 14, 2026
Westerkirk Capital Inc. History No change 1,018 225 0.02% 0.02% 1607 0 0.0% Q2 2026 Aug 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Added to 1,450 224 0.01% 0.02% 1612 +31 2.18% Q3 2026 Oct 14, 2026
MONTGOMERY INVESTMENT MANAGEMENT INC History No change 1,450 224 0.07% 0.1% 1608 0 0.0% Q3 2026 Oct 26, 2026
Camelot Portfolios, LLC History No change 1,015 224 0.16% 0.16% 1609 0 0.0% Q2 2026 Jul 17, 2026
Bouchey Financial Group, Ltd. History No change 1,017 224 0.01% 0.01% 1610 0 0.0% Q2 2026 Jul 27, 2026
Rockbridge Investment Management, LCC History No change 1,017 224 0.02% 0.02% 1611 0 0.0% Q2 2026 Aug 14, 2026
Sterling Capital Management LLC History Reduced 1,441 223 0.0% 0.22% 1613 -58,194 -97.58% Q3 2026 Oct 22, 2026
Financial Perspectives, Inc History Reduced 1,442 223 0.05% 0.08% 1616 -33 -2.24% Q3 2026 Nov 03, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 1,013 223 0.03% 0.03% 1614 0 0.0% Q2 2026 Jul 20, 2026
Spectrum Investment Advisors, Inc. History No change 1,013 223 0.09% 0.09% 1615 0 0.0% Q2 2026 Jul 30, 2026
Engineers Gate Manager LP History No change 1,006 222 0.0% 0.0% 1617 0 0.0% Q2 2026 Aug 14, 2026
Avantra Family Wealth, Inc. History Reduced 1,432 221 0.13% 0.21% 1618 -62 -4.15% Q3 2026 Oct 20, 2026
BIRCH FINANCIAL GROUP, LLC History Reduced 1,429 221 0.1% 0.16% 1619 -4 -0.28% Q3 2026 Oct 27, 2026
Bull Harbor Capital LLC History No change 1,004 221 0.04% 0.04% 1620 0 0.0% Q2 2026 Aug 10, 2026
CONNING INC. History Reduced 1,422 220 0.01% 0.55% 1621 -80,952 -98.27% Q3 2026 Oct 27, 2026
DOHENY ASSET MANAGEMENT /CA History No change 995 220 0.13% 0.13% 1622 0 0.0% Q2 2026 Aug 10, 2026
THOMPSON SIEGEL & WALMSLEY LLC History No change 996 220 0.0% 0.0% 1623 0 0.0% Q2 2026 Aug 11, 2026
PW Nova Financial Services LLC History Reduced 1,419 219 0.04% 0.08% 1626 -237 -14.31% Q3 2026 Oct 15, 2026
DMC Group, LLC History Reduced 1,419 219 0.15% 0.22% 1624 -44 -3.01% Q3 2026 Oct 26, 2026
Plato Investment Management Ltd History No change 997 219 0.01% 0.01% 1625 0 0.0% Q2 2026 Aug 06, 2026
Moss Adams Wealth Advisors LLC History Reduced 1,400 216 0.01% 0.03% 1629 -787 -35.99% Q3 2026 Oct 28, 2026
LOWE BROCKENBROUGH & CO INC History No change 979 216 0.01% 0.01% 1627 0 0.0% Q2 2026 Aug 03, 2026
Sandhill Capital Partners LLC History No change 978 216 0.02% 0.02% 1628 0 0.0% Q2 2026 Aug 13, 2026
FSM Wealth Advisors, LLC History New 1,396 214 0.02% — 1633 +1,396 New Q3 2026 Oct 27, 2026
SUMMIT WEALTH GROUP LLC / CO History Added to 1,387 214 0.01% 0.02% 1632 +69 5.24% Q3 2026 Oct 29, 2026
One Wealth Advisors, LLC History No change 970 214 0.02% 0.02% 1630 0 0.0% Q2 2026 Aug 06, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 968 214 0.08% 0.08% 1631 0 0.0% Q2 2026 Jul 15, 2026
SteelPeak Wealth, LLC History Reduced 1,377 213 0.01% 0.34% 1634 -58,625 -97.71% Q3 2026 Oct 16, 2026
TRB Wealth Management, LLC History No change 965 213 0.03% 0.03% 1635 0 0.0% Q2 2026 Aug 11, 2026
Abacus Planning Group, Inc. History New 1,374 212 0.03% — 1639 +1,374 New Q3 2026 Oct 30, 2026
Balefire, LLC History New 1,371 212 0.03% — 1640 +1,371 New Q3 2026 Oct 09, 2026
Klingman & Associates, LLC History Reduced 1,372 212 0.01% 0.01% 1637 -96 -6.54% Q3 2026 Oct 20, 2026
Legacy Private Trust Co. History Reduced 1,373 212 0.01% 0.02% 1636 -1 -0.07% Q3 2026 Oct 06, 2026
Rice Partnership, LLC History No change 959 212 0.03% 0.03% 1638 0 0.0% Q2 2026 Jul 29, 2026
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC History Added to 1,366 211 0.03% 0.05% 1641 +60 4.59% Q3 2026 Oct 29, 2026
KFA Private Wealth Group, LLC History Reduced 1,367 211 0.05% 0.08% 1642 -53 -3.73% Q3 2026 Oct 07, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Reduced 1,363 211 0.02% 0.04% 1645 -33 -2.36% Q3 2026 Oct 30, 2026
Optas, LLC History No change 955 211 0.03% 0.03% 1643 0 0.0% Q2 2026 Jul 21, 2026
JACKSON SQUARE CAPITAL, LLC History No change 1,364 211 0.03% 0.04% 1644 0 0.0% Q3 2026 Oct 19, 2026
Triune Financial Partners, LLC History No change 957 211 0.04% 0.04% 1646 0 0.0% Q2 2026 Aug 07, 2026
NORDEN GROUP LLC History Reduced 1,356 210 0.02% 0.06% 1649 -2,040 -60.07% Q3 2026 Oct 20, 2026
LSV ASSET MANAGEMENT History No change 950 210 0.0% 0.0% 1647 0 0.0% Q2 2026 Aug 06, 2026
Cercano Management LLC History No change 950 210 0.03% 0.03% 1648 0 0.0% Q2 2026 Aug 13, 2026
Sunpointe, LLC History Added to 1,350 209 0.06% 0.08% 1651 +31 2.35% Q3 2026 Oct 22, 2026
Marex Group Ltd History No change 949 209 0.0% 0.0% 1650 0 0.0% Q2 2026 Aug 14, 2026
Affiance Financial, LLC History New 1,348 208 0.03% — 1658 +1,348 New Q3 2026 Oct 15, 2026
Veratis Advisors, Inc. History New 1,347 208 0.16% — 1659 +1,347 New Q3 2026 Nov 03, 2026
Legacy Wealth Asset Management, LLC History Reduced 1,343 208 0.05% 0.08% 1655 -209 -13.47% Q3 2026 Oct 08, 2026
Addison Capital Co History No change 941 208 0.03% 0.03% 1652 0 0.0% Q2 2026 Aug 04, 2026
Sagewood Asset Management LP History No change 945 208 0.05% 0.05% 1653 0 0.0% Q2 2026 Jul 29, 2026
360 Financial, Inc. History No change 942 208 0.05% 0.05% 1654 0 0.0% Q2 2026 Aug 11, 2026
DORVAL Corp History No change 1,348 208 0.06% 0.09% 1656 0 0.0% Q3 2026 Oct 29, 2026
Medallion Wealth Advisors, LLC History No change 941 208 0.07% 0.07% 1657 0 0.0% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History New 1,342 207 0.01% — 1661 +1,342 New Q3 2026 Oct 13, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 1,274 207 0.05% 0.07% 1660 -17 -1.32% Q3 2026 Oct 26, 2026
Biltmore Family Office, LLC History Reduced 1,331 206 0.03% 0.1% 1664 -2,095 -61.15% Q3 2026 Nov 03, 2026
Polar Asset Management Partners Inc. History No change 934 206 0.0% 0.0% 1662 0 0.0% Q2 2026 Aug 14, 2026
VICUS CAPITAL History No change 934 206 0.01% 0.01% 1663 0 0.0% Q2 2026 Aug 05, 2026
Ellis Investment Partners, LLC History Added to 1,326 205 0.03% 0.04% 1666 +1 0.08% Q3 2026 Oct 21, 2026
WULFF, HANSEN & CO. History No change 929 205 0.16% 0.16% 1665 0 0.0% Q2 2026 Aug 05, 2026
Rossby Financial, LCC History No change 929 205 0.04% 0.04% 1667 0 0.0% Q2 2026 Aug 04, 2026
Windsor Capital Management, LLC History New 1,315 203 0.05% — 1670 +1,315 New Q3 2026 Oct 13, 2026
Bell Bank History New 1,311 203 0.01% — 1669 +1,311 New Q3 2026 Oct 20, 2026
Soltis Investment Advisors LLC History Reduced 1,312 203 0.01% 0.02% 1668 -527 -28.66% Q3 2026 Oct 28, 2026
Ballast, Inc. History Reduced 1,305 202 0.04% 0.2% 1673 -3,433 -72.46% Q3 2026 Oct 20, 2026
Scissortail Wealth Management, LLC History New 1,305 202 0.04% — 1675 +1,305 New Q3 2026 Nov 03, 2026
JNBA Financial Advisors History Reduced 1,308 202 0.02% 0.02% 1672 -21 -1.58% Q3 2026 Nov 03, 2026
OKABENA INVESTMENT SERVICES INC History No change 916 202 0.04% 0.04% 1671 0 0.0% Q2 2026 Aug 04, 2026
Advyzon Investment Management, LLC History No change 916 202 0.01% 0.01% 1674 0 0.0% Q2 2026 Aug 14, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History Reduced 1,299 201 0.02% 0.04% 1677 -61 -4.49% Q3 2026 Oct 28, 2026
MILLER WEALTH ADVISORS, LLC History No change 1,300 201 0.08% 0.12% 1676 0 0.0% Q3 2026 Nov 02, 2026
HOWLAND CAPITAL MANAGEMENT LLC History Reduced 1,295 200 0.01% 0.01% 1678 -338 -20.7% Q3 2026 Oct 22, 2026
SIMON QUICK ADVISORS, LLC History Added to 1,294 200 0.01% 0.01% 1679 +152 13.31% Q3 2026 Oct 26, 2026
Stonebridge Financial Group, LLC History Added to 1,292 200 0.01% 0.02% 1681 +9 0.7% Q3 2026 Oct 01, 2026
CHANNEL WEALTH LLC History No change 907 200 0.04% 0.04% 1680 0 0.0% Q2 2026 Aug 04, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 902 199 0.0% 0.0% 1682 0 0.0% Q2 2026 Aug 13, 2026
Greykasell Wealth Strategies, Inc. History No change 896 198 0.07% 0.07% 1683 0 0.0% Q2 2026 Aug 11, 2026
Colonial Trust Co / SC History No change 881 194 0.02% 0.02% 1684 0 0.0% Q2 2026 Aug 11, 2026
Capital Advisors, Ltd. LLC History Added to 1,233 191 0.02% 0.03% 1685 +26 2.15% Q3 2026 Oct 27, 2026
CYBER HORNET ETFs LLC History No change 865 191 0.11% 0.11% 1686 0 0.0% Q2 2026 Aug 24, 2026
Manchester Capital Management LLC History Reduced 1,214 188 0.03% 0.04% 1687 -51 -4.03% Q3 2026 Oct 22, 2026
ADIRONDACK TRUST CO History New 1,182 183 0.06% — 1689 +1,182 New Q3 2026 Oct 14, 2026
Innovative Asset Advisors Group, LLC History No change 828 183 0.08% 0.08% 1688 0 0.0% Q2 2026 Aug 05, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 824 182 0.02% 0.02% 1690 0 0.0% Q2 2026 Oct 30, 2026
First Command Advisory Services, Inc. History No change 819 181 0.0% 0.0% 1691 0 0.0% Q2 2026 Aug 10, 2026
Quent Capital, LLC History No change 813 179 0.01% 0.01% 1692 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 798 176 0.02% 0.02% 1693 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 794 175 0.01% 0.01% 1694 0 0.0% Q2 2026 Aug 14, 2026
DiNuzzo Private Wealth, Inc. History Added to 1,124 174 0.02% 0.02% 1695 +38 3.5% Q3 2026 Oct 15, 2026
StrongBox Wealth, LLC History Reduced 1,112 172 0.05% 0.08% 1697 -179 -13.87% Q3 2026 Nov 02, 2026
First Bancorp, Inc /ME/ History Reduced 1,113 172 0.07% 0.11% 1696 -136 -10.89% Q3 2026 Oct 26, 2026
Crewe Advisors LLC History No change 776 171 0.01% 0.01% 1698 0 0.0% Q2 2026 Jul 23, 2026
United Community Bank History Added to 1,089 168 0.05% 0.05% 1700 +426 64.25% Q3 2026 Oct 28, 2026
Deseret Mutual Benefit Administrators History No change 761 168 0.05% 0.05% 1699 0 0.0% Q2 2026 Aug 14, 2026
HOEY INVESTMENTS, INC History Reduced 1,081 167 0.02% 0.03% 1701 -25 -2.26% Q3 2026 Oct 28, 2026
GGM Financial LLC History No change 758 167 0.06% 0.06% 1702 0 0.0% Q2 2026 Jul 23, 2026
Global Trust Asset Management, LLC History New 1,067 165 0.05% — 1704 +1,067 New Q3 2026 Oct 19, 2026
WESTPORT ASSET MANAGEMENT INC History No change 750 165 0.07% 0.07% 1703 0 0.0% Q2 2026 Aug 10, 2026
Jackson, Grant Investment Advisers, Inc. History No change 744 164 0.05% 0.05% 1705 0 0.0% Q2 2026 Jul 31, 2026
SHP Wealth Management History No change 734 162 0.01% 0.01% 1706 0 0.0% Q2 2026 Aug 11, 2026
Security National Bank History New 1,045 161 0.02% — 1707 +1,045 New Q3 2026 Oct 26, 2026
Darwin Wealth Management, LLC History No change 719 159 0.04% 0.04% 1708 0 0.0% Q2 2026 Jul 21, 2026
Aberdeen Wealth Management LLC History No change 721 159 0.08% 0.08% 1709 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Advisors History No change 707 156 0.01% 0.01% 1710 0 0.0% Q2 2026 Aug 11, 2026
Pavaki Capital Management LLC History New 1,000 154 0.05% — 1711 +1,000 New Q3 2026 Oct 26, 2026
Groupe la Francaise History No change 693 153 0.0% 0.0% 1712 0 0.0% Q2 2026 Aug 25, 2026
BARRETT & COMPANY, INC. History Reduced 978 151 0.04% 0.07% 1713 -91 -8.51% Q3 2026 Oct 22, 2026
KELLY LAWRENCE W & ASSOCIATES INC/CA History No change 686 151 0.03% 0.03% 1714 0 0.0% Q2 2026 Aug 14, 2026
Continuum Advisory, LLC History No change 681 150 0.01% 0.01% 1715 0 0.0% Q2 2026 Aug 06, 2026
Activest Wealth Management History Added to 965 149 0.03% 0.0% 1717 +956 10622.22% Q3 2026 Oct 15, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 676 149 0.01% 0.01% 1716 0 0.0% Q2 2026 Jul 31, 2026
Centennial Bank/AR/ History No change 672 148 0.05% 0.05% 1718 0 0.0% Q2 2026 Aug 10, 2026
Bangor Savings Bank History New 945 146 0.01% — 1719 +945 New Q3 2026 Oct 06, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 934 144 0.03% 0.03% 1720 +158 20.36% Q3 2026 Oct 19, 2026
SOUTHERN MICHIGAN BANK & TRUST History Reduced 926 143 0.05% 0.07% 1721 -17 -1.8% Q3 2026 Oct 19, 2026
Dunhill Financial, LLC History No change 651 143 0.03% 0.03% 1722 0 0.0% Q2 2026 Aug 07, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 910 141 0.04% 0.05% 1723 -783 -46.25% Q3 2026 Oct 30, 2026
Bullock Wealth Management Group History Added to 918 141 0.06% 0.09% 1724 +18 2.0% Q3 2026 Oct 09, 2026
Index Technologies Group LLC History No change 639 141 0.11% 0.11% 1725 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Wealth Management, LLC History Reduced 899 139 0.02% 0.14% 1726 -3,403 -79.1% Q3 2026 Nov 03, 2026
Pacific Center for Financial Services History No change 892 138 0.03% 0.04% 1727 0 0.0% Q3 2026 Oct 15, 2026
Ankerstar Wealth, LLC History No change 621 137 0.11% 0.11% 1728 0 0.0% Q2 2026 Aug 13, 2026
Parvin Asset Management, LLC History No change 614 135 0.11% 0.11% 1729 0 0.0% Q2 2026 Aug 14, 2026
SBI Okasan Asset Management Co.Ltd. History No change 600 132 0.0% 0.0% 1730 0 0.0% Q2 2026 Jul 21, 2026
Cape Investment Advisory, Inc. History Added to 837 129 0.03% 0.02% 1732 +484 137.11% Q3 2026 Oct 13, 2026
Acropolis Investment Management, LLC History Added to 838 129 0.01% 0.01% 1731 +76 9.97% Q3 2026 Oct 08, 2026
Philadelphia Investment Partners, LLC History No change 761 129 0.08% 0.08% 1733 0 0.0% Q2 2026 Aug 14, 2026
Bank of New Hampshire History Reduced 821 127 0.03% 0.04% 1734 -72 -8.06% Q3 2026 Oct 06, 2026
Operose Advisors LLC History No change 576 127 0.02% 0.02% 1735 0 0.0% Q2 2026 Aug 13, 2026
VSM Wealth Advisory, LLC History No change 575 127 0.03% 0.03% 1736 0 0.0% Q2 2026 Jul 22, 2026
HURRICANE CAPITAL ADVISORS LLC History No change 571 126 0.03% 0.03% 1737 0 0.0% Q2 2026 Nov 03, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Reduced 811 125 0.01% 0.03% 1739 -176 -17.83% Q3 2026 Oct 30, 2026
Purpose Unlimited Inc. History No change 567 125 0.0% 0.0% 1738 0 0.0% Q2 2026 Aug 13, 2026
ACIMA PRIVATE WEALTH, LLC History New 804 124 0.04% — 1741 +804 New Q3 2026 Oct 05, 2026
Elequin Capital, LP History No change 561 124 0.0% 0.0% 1740 0 0.0% Q2 2026 Aug 13, 2026
Golden State Wealth Management, LLC History Reduced 799 123 0.01% 0.02% 1742 -311 -28.02% Q3 2026 Nov 02, 2026
Plante Moran Financial Advisors, LLC History No change 554 122 0.01% 0.01% 1743 0 0.0% Q2 2026 Aug 06, 2026
GODSEY & GIBB, INC History Added to 783 121 0.01% 0.01% 1744 +51 6.97% Q3 2026 Oct 14, 2026
BIRCHBROOK, INC. History Reduced 779 120 0.06% 0.22% 1746 -1,358 -63.55% Q3 2026 Oct 14, 2026
Core Alternative Capital History No change 547 120 0.04% 0.04% 1745 0 0.0% Q2 2026 Aug 14, 2026
Sava Infond d.o.o. History No change 765 118 0.01% 0.01% 1747 0 0.0% Q3 2026 Oct 28, 2026
Orion Capital Management LLC History No change 533 117 0.04% 0.04% 1748 0 0.0% Q2 2026 Aug 17, 2026
HEARTLAND ADVISORS INC History No change 525 116 0.01% 0.01% 1749 0 0.0% Q2 2026 Aug 11, 2026
Meramec Financial Planners, LLC History No change 541 114 0.04% 0.04% 1750 0 0.0% Q2 2026 Jul 28, 2026
AXS Investments LLC History No change 506 111 0.03% 0.03% 1751 0 0.0% Q2 2026 Aug 10, 2026
Trust Co History Reduced 706 109 0.01% 0.01% 1753 -40 -5.36% Q3 2026 Oct 09, 2026
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO History No change 495 109 0.01% 0.01% 1752 0 0.0% Q2 2026 Aug 03, 2026
Keating Financial Advisory Services, Inc. History No change 496 109 0.01% 0.01% 1754 0 0.0% Q2 2026 Aug 11, 2026
St. Johns Investment Management Company, LLC History No change 696 107 0.04% 0.06% 1755 0 0.0% Q3 2026 Oct 30, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 693 107 0.09% 0.14% 1756 0 0.0% Q3 2026 Oct 27, 2026
Lynch Investment Planning, LLC History New 666 103 0.08% — 1757 +666 New Q3 2026 Oct 27, 2026
Silver Grove Financial Group, Inc. History No change 458 101 0.05% 0.05% 1758 0 0.0% Q2 2026 Aug 13, 2026
SWISS RE LTD History No change 454 100 0.01% 0.01% 1759 0 0.0% Q2 2026 Aug 11, 2026
LOOMIS SAYLES & CO L P History No change 450 99 0.0% 0.0% 1760 0 0.0% Q2 2026 Aug 14, 2026
Quaker Wealth Management, LLC History Reduced 631 97 0.03% 0.05% 1762 -87 -12.12% Q3 2026 Oct 22, 2026
Key FInancial Inc History Reduced 631 97 0.02% 0.02% 1763 -5 -0.79% Q3 2026 Nov 02, 2026
ATWOOD & PALMER INC History No change 628 97 0.0% 0.01% 1761 0 0.0% Q3 2026 Oct 08, 2026
Pingora Partners LLC History No change 443 97 0.06% 0.06% 1764 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 624 96 0.0% — 1765 +624 New Q3 2026 Oct 21, 2026
FINANCIAL CONSULATE, INC History Reduced 617 95 0.01% 0.02% 1767 -195 -24.01% Q3 2026 Oct 23, 2026
Cheviot Value Management, LLC History No change 432 95 0.01% 0.01% 1766 0 0.0% Q2 2026 Aug 06, 2026
Anchor Investment Management, LLC History No change 421 93 0.01% 0.01% 1768 0 0.0% Q2 2026 Sep 15, 2026
NORTH POINT PORTFOLIO MANAGERS CORP/OH History New 598 92 0.02% — 1770 +598 New Q3 2026 Oct 07, 2026
Rosenberg Matthew Hamilton History Reduced 599 92 0.02% 0.03% 1769 -156 -20.66% Q3 2026 Oct 05, 2026
Roxbury Financial LLC History New 589 91 0.07% — 1772 +589 New Q3 2026 Oct 01, 2026
Cypress Capital Management LLC (WY) History No change 413 91 0.08% 0.08% 1771 0 0.0% Q2 2026 Aug 06, 2026
THOMPSON INVESTMENT MANAGEMENT, INC. History No change 580 89 0.01% 0.01% 1773 0 0.0% Q3 2026 Oct 14, 2026
Addison Advisors LLC History No change 402 88 0.04% 0.04% 1774 0 0.0% Q2 2026 Aug 10, 2026
WESTPAC BANKING CORP History No change 398 87 0.01% 0.01% 1775 0 0.0% Q2 2026 Aug 12, 2026
Towne Trust Company, N.A History New 560 86 0.03% — 1776 +560 New Q3 2026 Oct 28, 2026
J.Safra Asset Management Corp History Reduced 549 85 0.0% 0.01% 1777 -10 -1.79% Q3 2026 Nov 03, 2026
William Mack & Associates, Inc. History New 543 84 0.03% — 1778 +543 New Q3 2026 Oct 27, 2026
Investors Portfolio Services LLC History No change 376 83 0.06% 0.06% 1779 0 0.0% Q2 2026 Aug 14, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 532 82 0.01% 0.02% 1781 -263 -33.08% Q3 2026 Oct 27, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 375 82 0.0% 0.0% 1780 0 0.0% Q2 2026 Jul 28, 2026
Centerpoint Advisors, LLC History No change 371 82 0.02% 0.02% 1782 0 0.0% Q2 2026 Aug 05, 2026
Knuff & Co LLC History No change 375 82 0.02% 0.02% 1783 0 0.0% Q2 2026 Aug 10, 2026
Bank of the Bluegrass & Trust Co. History No change 534 82 0.03% 0.03% 1784 0 0.0% Q2 2026 Oct 28, 2026
Paladin Advisory Group, LLC History No change 374 82 0.05% 0.05% 1785 0 0.0% Q2 2026 Jul 28, 2026
Washington Trust Advisors, Inc. History Added to 523 81 0.01% 0.01% 1786 +62 13.45% Q3 2026 Oct 22, 2026
Hara Capital LLC History No change 525 81 0.04% 0.06% 1787 0 0.0% Q3 2026 Oct 30, 2026
Montgomery Financial Services LLC History New 513 79 0.07% — 1790 +513 New Q3 2026 Nov 03, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Added to 510 79 0.02% 0.02% 1789 +30 6.25% Q3 2026 Nov 03, 2026
TFC Financial Management, Inc. History Reduced 512 79 0.01% 0.01% 1788 -10 -1.92% Q3 2026 Oct 26, 2026
Piscataqua Savings Bank History Reduced 488 75 0.05% 0.07% 1791 -13 -2.59% Q3 2026 Oct 21, 2026
Dorato Capital Management History Added to 482 73 0.05% 0.07% 1793 +40 9.05% Q3 2026 Oct 08, 2026
Bogart Wealth, LLC History No change 331 73 0.0% 0.0% 1792 0 0.0% Q2 2026 Jul 24, 2026
WOLVERINE ASSET MANAGEMENT LLC History Reduced 463 71 0.0% 0.0% 1794 -434 -48.38% Q3 2026 Nov 02, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History Added to 459 71 0.0% 0.0% 1795 +67 17.09% Q3 2026 Oct 30, 2026
DANSKE BANK A/S History No change 318 70 0.0% 0.0% 1796 0 0.0% Q2 2026 Aug 10, 2026
SOA Wealth Advisors, LLC. History No change 314 69 0.01% 0.01% 1797 0 0.0% Q2 2026 Jul 21, 2026
Dakota Community Bank & Trust NA History Reduced 440 68 0.2% 0.4% 1798 -147 -25.04% Q3 2026 Oct 09, 2026
Richardson Capital Management LLC History Added to 427 66 0.03% 0.03% 1799 +92 27.46% Q3 2026 Oct 23, 2026
Bruce G. Allen Investments, LLC History No change 300 66 0.04% 0.04% 1800 0 0.0% Q2 2026 Jul 31, 2026
Firsthand Capital Management, Inc. History No change 290 64 0.1% 0.1% 1801 0 0.0% Q2 2026 Aug 13, 2026
Curat Global, LLC History No change 400 61 0.05% 0.07% 1802 0 0.0% Q3 2026 Oct 26, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 285 61 0.01% 0.01% 1803 0 0.0% Q2 2026 Aug 13, 2026
Lodestone Wealth Management LLC History Reduced 382 59 0.02% 0.03% 1804 -24 -5.91% Q3 2026 Oct 14, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 258 57 0.01% 0.01% 1805 0 0.0% Q2 2026 Aug 07, 2026
Cromwell Holdings LLC History New 361 55 0.02% — 1807 +361 New Q3 2026 Oct 28, 2026
High Note Wealth, LLC History Reduced 357 55 0.01% 0.01% 1806 -15 -4.03% Q3 2026 Oct 27, 2026
Hurley Capital, LLC History No change 241 53 0.03% 0.03% 1808 0 0.0% Q2 2026 Aug 10, 2026
Measured Wealth Private Client Group, LLC History No change 240 53 0.01% 0.01% 1809 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group, Inc. History No change 345 53 0.03% 0.04% 1810 0 0.0% Q3 2026 Oct 13, 2026
FIRST FINANCIAL CORP /IN/ History New 338 52 0.02% — 1812 +338 New Q3 2026 Oct 13, 2026
Napier Financial, LLC History No change 238 52 0.01% 0.01% 1811 0 0.0% Q2 2026 Jul 31, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 329 50 0.0% 0.0% 1813 0 0.0% Q3 2026 Oct 15, 2026
Community Financial Services Group, LLC History New 318 48 0.01% — 1817 +318 New Q3 2026 Oct 15, 2026
Center for Financial Planning, Inc. History Added to 316 48 0.0% 0.0% 1815 +199 170.09% Q3 2026 Oct 26, 2026
Steigerwald, Gordon & Koch Inc. History No change 219 48 0.0% 0.0% 1814 0 0.0% Q2 2026 Jul 22, 2026
RHL GROUP, LLC History No change 220 48 0.04% 0.04% 1816 0 0.0% Q2 2026 Aug 03, 2026
Hickory Point Bank & Trust History New 306 47 0.03% — 1819 +306 New Q3 2026 Oct 01, 2026
Brown Shipley& Co Ltd History Added to 307 47 0.02% 0.02% 1818 +115 59.9% Q3 2026 Oct 09, 2026
Princeton Global Asset Management LLC History Reduced 300 46 0.01% 0.02% 1822 -263 -46.71% Q3 2026 Oct 21, 2026
LFA - Lugano Financial Advisors SA History Reduced 300 46 0.03% 0.05% 1820 -58 -16.2% Q3 2026 Nov 03, 2026
Trifecta Capital Advisors, LLC History Reduced 300 46 0.01% 0.01% 1823 -2 -0.66% Q3 2026 Oct 21, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 211 46 0.02% 0.02% 1821 0 0.0% Q2 2026 Aug 07, 2026
Fourth Dimension Wealth, LLC History No change 210 46 0.01% 0.01% 1824 0 0.0% Q2 2026 Jul 31, 2026
WOLFF WIESE MAGANA LLC History No change 286 44 0.02% 0.03% 1825 0 0.0% Q3 2026 Oct 15, 2026
Strategic Investment Solutions, Inc. /IL History No change 200 44 0.01% 0.01% 1826 0 0.0% Q2 2026 Jul 08, 2026
First PREMIER Bank History Reduced 282 43 0.01% 0.02% 1827 -400 -58.65% Q3 2026 Oct 13, 2026
UMB Private Wealth Management, LLC History New 282 43 0.04% — 1828 +282 New Q3 2026 Oct 19, 2026
Physician Wealth Advisors, Inc. History Added to 275 42 0.0% 0.01% 1829 +2 0.73% Q3 2026 Oct 20, 2026
Mosley Wealth Management History Reduced 252 41 0.01% 0.03% 1832 -121 -32.44% Q3 2026 Oct 16, 2026
American Capital Advisory, LLC History Reduced 265 41 0.01% 0.02% 1833 -7 -2.57% Q3 2026 Oct 28, 2026
ESL Trust Services, LLC History No change 188 41 0.01% 0.01% 1830 0 0.0% Q2 2026 Aug 13, 2026
Valued Wealth Advisors LLC History No change 188 41 0.01% 0.01% 1831 0 0.0% Q2 2026 Jul 20, 2026
Dynamic Wealth Strategies, LLC History Reduced 260 40 0.02% 0.06% 1834 -266 -50.57% Q3 2026 Oct 16, 2026
Owl Creek Wealth Partners LLC History Reduced 255 39 0.01% 0.02% 1839 -101 -28.37% Q3 2026 Oct 20, 2026
Aspect Partners, LLC History Added to 253 39 0.01% 0.02% 1838 +6 2.43% Q3 2026 Oct 20, 2026
BNP PARIBAS History No change 181 39 0.0% 0.0% 1835 0 0.0% Q2 2026 Aug 13, 2026
PARADIGM ASSET MANAGEMENT CO LLC History No change 179 39 0.01% 0.01% 1836 0 0.0% Q2 2026 Aug 06, 2026
Westside Investment Management, Inc. History No change 253 39 0.0% 0.01% 1837 0 0.0% Q3 2026 Nov 02, 2026
Hoese & Co LLP History New 250 38 0.02% — 1842 +250 New Q3 2026 Oct 21, 2026
Atlantic Edge Private Wealth Management, LLC History Added to 250 38 0.01% 0.01% 1840 +106 73.61% Q3 2026 Oct 20, 2026
Banque de Luxembourg S.A. History No change 251 38 0.02% 0.03% 1841 0 0.0% Q3 2026 Oct 14, 2026
Accordant Advisory Group Inc History No change 239 37 0.02% 0.04% 1843 0 0.0% Q3 2026 Oct 29, 2026
Vision Retirement, LLC History No change 169 37 0.01% 0.01% 1844 0 0.0% Q2 2026 Jul 21, 2026
Harbor Asset Planning, Inc. History No change 245 37 0.03% 0.04% 1845 0 0.0% Q3 2026 Oct 23, 2026
BAYBAN History No change 172 37 0.03% 0.03% 1846 0 0.0% Q2 2026 Jul 30, 2026
Trellis Wealth Advisors LLC History New 235 36 0.01% — 1848 +235 New Q3 2026 Oct 19, 2026
Wilkerson Advisory Group LLC History Reduced 234 36 0.01% 0.02% 1847 -54 -18.75% Q3 2026 Oct 20, 2026
Main Street Group, LTD History Added to 232 35 0.01% 0.01% 1849 +38 19.59% Q3 2026 Oct 28, 2026
Bank & Trust Co History Added to 222 34 0.02% 0.02% 1853 +63 39.62% Q3 2026 Oct 07, 2026
Glass Jacobson Investment Advisors llc History Reduced 220 34 0.01% 0.01% 1851 -1 -0.45% Q3 2026 Oct 26, 2026
TOEWS CORP /ADV History No change 156 34 0.0% 0.0% 1850 0 0.0% Q2 2026 Aug 10, 2026
Sachetta, LLC History No change 154 34 0.02% 0.02% 1852 0 0.0% Q2 2026 Jul 15, 2026
ENTRUST FINANCIAL LLC History No change 158 34 0.02% 0.02% 1854 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History New 215 33 0.0% — 1860 +215 New Q3 2026 Oct 21, 2026
FIRST COMMUNITY TRUST NA History New 213 33 0.01% — 1859 +213 New Q3 2026 Oct 07, 2026
Downshift Financial, LLC History Reduced 219 33 0.01% 0.04% 1858 -141 -39.17% Q3 2026 Oct 13, 2026
Private Wealth Management Group, LLC History Added to 216 33 0.01% 0.01% 1856 +14 6.93% Q3 2026 Oct 19, 2026
WEST PACES ADVISORS INC. History No change 214 33 0.01% 0.01% 1855 0 0.0% Q3 2026 Oct 13, 2026
INVESTMENT COUNSEL CO OF NEVADA History No change 152 33 0.06% 0.06% 1857 0 0.0% Q2 2026 Aug 10, 2026
TD Capital Management LLC History No change 149 32 0.0% 0.0% 1861 0 0.0% Q2 2026 Aug 06, 2026
MB, LEVIS & ASSOCIATES, LLC History No change 208 32 0.01% 0.02% 1862 0 0.0% Q3 2026 Oct 15, 2026
Banque Transatlantique SA History No change 141 31 0.0% 0.0% 1863 0 0.0% Q2 2026 Jul 30, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History New 194 30 0.01% — 1866 +194 New Q3 2026 Oct 16, 2026
Holos Integrated Wealth LLC History Added to 190 30 0.01% 0.01% 1865 +125 192.31% Q3 2026 Oct 23, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 197 30 0.0% 0.0% 1864 -6 -2.96% Q3 2026 Oct 29, 2026
Arlington Trust Co LLC History Added to 187 28 0.0% 0.0% 1871 +41 28.08% Q3 2026 Oct 20, 2026
Buck Wealth Strategies, LLC History Added to 181 28 0.0% 0.0% 1870 +3 1.69% Q3 2026 Oct 28, 2026
MEEDER ASSET MANAGEMENT INC History No change 129 28 0.0% 0.0% 1867 0 0.0% Q2 2026 Aug 07, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 128 28 0.0% 0.0% 1868 0 0.0% Q2 2026 Aug 13, 2026
Bradley & Co. Private Wealth Management, LLC History No change 183 28 0.01% 0.02% 1869 0 0.0% Q3 2026 Oct 23, 2026
NFSG Corp History Reduced 176 27 0.0% 0.01% 1873 -196 -52.69% Q3 2026 Oct 15, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 123 27 0.01% 0.01% 1872 0 0.0% Q2 2026 Sep 18, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 125 27 0.01% 0.01% 1874 0 0.0% Q2 2026 Jul 20, 2026
Kentucky Trust Co History No change 178 27 0.01% 0.02% 1875 0 0.0% Q3 2026 Oct 15, 2026
Miller Global Investments, LLC History New 172 26 0.02% — 1878 +172 New Q3 2026 Oct 02, 2026
Salomon & Ludwin, LLC History Reduced 170 26 0.0% 0.0% 1876 -81 -32.27% Q3 2026 Oct 29, 2026
Basepoint Wealth LLC History No change 120 26 0.01% 0.01% 1877 0 0.0% Q2 2026 Aug 10, 2026
Triumph Capital Management History Reduced 164 25 0.0% 0.01% 1879 -32 -16.33% Q3 2026 Oct 14, 2026
Marshall & Sterling Wealth Advisors Inc. History Reduced 156 24 0.01% 0.08% 1882 -471 -75.12% Q3 2026 Oct 28, 2026
Latitude Advisors, LLC History New 160 24 0.01% — 1883 +160 New Q3 2026 Oct 27, 2026
Hughes Financial Services, LLC History Added to 152 24 0.0% 0.0% 1881 +125 462.96% Q3 2026 Oct 30, 2026
Synergy Investment Management, LLC History No change 114 24 0.01% 0.01% 1880 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History Reduced 152 23 0.01% 0.01% 1885 -103 -40.39% Q3 2026 Oct 13, 2026
Creative Capital Management Investments LLC History Reduced 150 23 0.01% 0.01% 1884 -15 -9.09% Q3 2026 Oct 27, 2026
Kemnay Advisory Services Inc. History No change 101 22 0.0% 0.0% 1886 0 0.0% Q2 2026 Aug 14, 2026
Cranbrook Wealth Management, LLC History No change 145 22 0.0% 0.01% 1887 0 0.0% Q3 2026 Oct 28, 2026
Providence Capital Advisors, LLC History No change 100 22 0.0% 0.0% 1888 0 0.0% Q2 2026 Aug 11, 2026
1620 INVESTMENT ADVISORS, INC. History No change 102 22 0.01% 0.01% 1889 0 0.0% Q2 2026 Jul 14, 2026
Leo H. Evart, Inc. History No change 100 22 0.02% 0.02% 1890 0 0.0% Q2 2026 Aug 17, 2026
1248 Management, LLC History No change 104 22 0.01% 0.01% 1891 0 0.0% Q2 2026 Aug 13, 2026
Midwest Capital Advisors, LLC History No change 102 22 0.01% 0.01% 1892 0 0.0% Q2 2026 Jul 28, 2026
Outlook Capital Management, LLC History No change 100 22 0.01% 0.01% 1893 0 0.0% Q2 2026 Aug 14, 2026
Byrne Asset Management LLC History Added to 138 21 0.01% 0.01% 1895 +22 18.97% Q3 2026 Oct 06, 2026
MASECO LLP History Added to 140 21 0.0% 0.0% 1899 +5 3.7% Q3 2026 Oct 27, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 98 21 0.01% 0.01% 1894 0 0.0% Q2 2026 Jul 20, 2026
Access Investment Management LLC History No change 137 21 0.01% 0.01% 1896 0 0.0% Q3 2026 Oct 23, 2026
Millstone Evans Group, LLC History No change 97 21 0.01% 0.01% 1897 0 0.0% Q2 2026 Aug 11, 2026
Copia Wealth Management History No change 98 21 0.01% 0.01% 1898 0 0.0% Q2 2026 Aug 17, 2026
Sarver Vrooman Wealth Advisors History No change 137 21 0.01% 0.02% 1900 0 0.0% Q3 2026 Oct 01, 2026
Bell Investment Advisors, Inc History Added to 135 20 0.0% 0.0% 1902 +4 3.05% Q3 2026 Oct 28, 2026
Roble, Belko & Company, Inc History No change 90 20 0.0% 0.0% 1901 0 0.0% Q2 2026 Jul 24, 2026
Beaird Harris Wealth Management, LLC History No change 91 20 0.0% 0.0% 1903 0 0.0% Q2 2026 Jul 08, 2026
Ulland Investment Advisors, LLC History No change 127 20 0.01% 0.02% 1904 0 0.0% Q3 2026 Oct 13, 2026
Next Level Wealth Planning, LLC History New 125 19 0.01% — 1909 +125 New Q3 2026 Oct 29, 2026
Financial Management Professionals, Inc. History Reduced 127 19 0.0% 0.0% 1905 -34 -21.12% Q3 2026 Oct 23, 2026
Silicon Valley Capital Partners History No change 87 19 0.0% 0.0% 1906 0 0.0% Q2 2026 Sep 21, 2026
Cherry Tree Wealth Management, LLC History No change 126 19 0.0% 0.01% 1907 0 0.0% Q3 2026 Oct 15, 2026
Principia Wealth Advisory, LLC History No change 87 19 0.01% 0.01% 1908 0 0.0% Q2 2026 Aug 26, 2026
Kozak & Associates, Inc. History New 105 18 0.0% — 1913 +105 New Q3 2026 Oct 29, 2026
West Branch Capital LLC History No change 117 18 0.0% 0.01% 1910 0 0.0% Q3 2026 Oct 20, 2026
PETERSON WEALTH MANAGEMENT History No change 82 18 0.01% 0.01% 1911 0 0.0% Q2 2026 Jul 30, 2026
High Point Wealth Management, LLC History No change 85 18 0.01% 0.01% 1912 0 0.0% Q2 2026 Jul 20, 2026
Ares Financial Consulting, LLC History Reduced 113 17 0.01% 0.02% 1915 -35 -23.65% Q3 2026 Oct 19, 2026
James T. Borello RIA History Reduced 111 17 0.0% 0.01% 1917 -12 -9.76% Q3 2026 Oct 16, 2026
Breakwater Investment Management History No change 113 17 0.01% 0.01% 1914 0 0.0% Q3 2026 Oct 20, 2026
Walsh & Associates, LLC History No change 80 17 0.01% 0.01% 1916 0 0.0% Q2 2026 Jul 21, 2026
Noble Wealth Management PBC History New 108 16 0.01% — 1925 +108 New Q3 2026 Oct 01, 2026
Riverview Trust Co History No change 75 16 0.02% 0.02% 1918 0 0.0% Q2 2026 Jul 31, 2026
Morse Asset Management, Inc History No change 75 16 0.0% 0.0% 1919 0 0.0% Q2 2026 Aug 13, 2026
SFAM, LLC History No change 107 16 0.01% 0.02% 1920 0 0.0% Q3 2026 Nov 03, 2026
SITTNER & NELSON, LLC History No change 75 16 0.01% 0.01% 1921 0 0.0% Q2 2026 Aug 07, 2026
New England Capital Financial Advisors LLC History No change 105 16 0.0% 0.01% 1922 0 0.0% Q3 2026 Nov 03, 2026
Dogwood Wealth Management LLC History No change 73 16 0.01% 0.01% 1923 0 0.0% Q2 2026 Jul 06, 2026
Evelyn Partners Group Ltd History No change 74 16 0.0% 0.0% 1924 0 0.0% Q2 2026 Aug 07, 2026
Vermillion Wealth Management, Inc. History Reduced 100 15 0.02% 0.02% 1926 -229 -69.6% Q3 2026 Oct 26, 2026
LOUISBOURG INVESTMENTS INC. History New 101 15 0.0% — 1935 +101 New Q3 2026 Oct 20, 2026
Investment Research & Advisory Group, Inc. History Added to 100 15 0.0% 0.0% 1927 +50 100.0% Q3 2026 Oct 19, 2026
WPG Advisers, LLC History Reduced 100 15 0.01% 0.02% 1930 -48 -32.43% Q3 2026 Oct 27, 2026
Align Financial, LLC History Added to 103 15 0.01% 0.01% 1931 +2 1.98% Q3 2026 Oct 16, 2026
Coston, McIsaac & Partners History No change 68 15 0.0% 0.0% 1928 0 0.0% Q2 2026 Aug 12, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 70 15 0.01% 0.01% 1929 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Financial Management LLC History No change 70 15 0.01% 0.01% 1932 0 0.0% Q2 2026 Aug 28, 2026
PlanVest Financial, Inc History No change 70 15 0.01% 0.01% 1933 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 70 15 0.01% 0.01% 1934 0 0.0% Q2 2026 Aug 13, 2026
Marquette Asset Management, LLC History Reduced 95 14 0.0% 0.0% 1936 -20 -17.39% Q3 2026 Oct 09, 2026
Ameliora Wealth Management Ltd. History Reduced 95 14 0.0% 0.01% 1938 -1 -1.04% Q3 2026 Oct 23, 2026
Avion Wealth History No change 67 14 0.0% 0.0% 1937 0 0.0% Q2 2026 Jul 31, 2026
Joseph Group Capital Management History No change 67 14 0.0% 0.0% 1939 0 0.0% Q2 2026 Aug 06, 2026
Quest 10 Wealth Builders, Inc. History No change 95 14 0.01% 0.02% 1940 0 0.0% Q3 2026 Nov 02, 2026
Birchwood Financial Partners, Inc. History No change 95 14 0.01% 0.02% 1941 0 0.0% Q3 2026 Nov 02, 2026
Catalyst Capital Advisors LLC History Reduced 84 13 0.0% 0.02% 1943 -4,784 -98.27% Q3 2026 Nov 02, 2026
Concord Wealth Partners History Reduced 86 13 0.0% 0.02% 1946 -628 -87.96% Q3 2026 Oct 30, 2026
Putney Financial Group LLC History New 86 13 0.01% — 1952 +86 New Q3 2026 Oct 30, 2026
First Pacific Financial History Reduced 86 13 0.0% 0.0% 1945 -33 -27.73% Q3 2026 Oct 14, 2026
Signature Equity Partners, LLC History Reduced 85 13 0.0% 0.01% 1950 -33 -27.97% Q3 2026 Oct 29, 2026
Key Capital Management, INC History Added to 87 13 0.0% 0.01% 1949 +5 6.1% Q3 2026 Nov 03, 2026
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA History No change 60 13 0.01% 0.01% 1942 0 0.0% Q2 2026 Aug 10, 2026
Moisand Fitzgerald Tamayo, LLC History No change 86 13 0.0% 0.0% 1944 0 0.0% Q3 2026 Oct 15, 2026
Guardian Partners Inc. History No change 84 13 0.0% 0.0% 1947 0 0.0% Q3 2026 Oct 21, 2026
JPL Wealth Management, LLC History No change 63 13 0.0% 0.0% 1948 0 0.0% Q2 2026 Aug 13, 2026
Allied Private Wealth LLC History No change 58 13 0.01% 0.01% 1951 0 0.0% Q2 2026 Jul 09, 2026
Intesa Sanpaolo Wealth Management History New 80 12 0.0% — 1955 +80 New Q3 2026 Oct 28, 2026
Fortis Group Advisors, LLC History No change 57 12 0.0% 0.0% 1953 0 0.0% Q2 2026 Jul 24, 2026
CDKV HOLDINGS LLC History No change 83 12 0.01% 0.01% 1954 0 0.0% Q3 2026 Oct 28, 2026
Mascoma Wealth Management LLC History Reduced 71 11 0.0% 0.01% 1959 -82 -53.59% Q3 2026 Oct 23, 2026
Pathway Financial Advisers, LLC History New 74 11 0.0% — 1968 +74 New Q3 2026 Oct 26, 2026
RMG Wealth Management LLC History New 69 11 0.0% — 1967 +69 New Q3 2026 Oct 26, 2026
Markowski Investments History Added to 77 11 0.0% 0.0% 1966 +25 48.08% Q3 2026 Oct 30, 2026
S&T BANK/PA History No change 52 11 0.0% 0.0% 1956 0 0.0% Q2 2026 Aug 12, 2026
Intesa Sanpaolo S.p.A. History No change 50 11 0.0% 0.0% 1957 0 0.0% Q2 2026 Jul 31, 2026
Lavaca Capital LLC History No change 50 11 0.0% 0.0% 1958 0 0.0% Q2 2026 Aug 14, 2026
Core Capital Management & Research, inc. History No change 70 11 0.01% 0.01% 1960 0 0.0% Q2 2026 Sep 09, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 50 11 0.02% 0.02% 1961 0 0.0% Q2 2026 Aug 13, 2026
Gould Capital, LLC History No change 50 11 0.01% 0.01% 1962 0 0.0% Q2 2026 Aug 07, 2026
Frazier Financial Advisors, LLC History No change 50 11 0.01% 0.01% 1963 0 0.0% Q2 2026 Aug 10, 2026
Mountain Hill Investment Partners Corp. History No change 72 11 0.01% 0.01% 1964 0 0.0% Q3 2026 Oct 23, 2026
Hilton Head Capital Partners, LLC History No change 72 11 0.01% 0.01% 1965 0 0.0% Q3 2026 Oct 23, 2026
Planning Strategies Inc. History Reduced 65 10 0.01% 0.02% 1974 -101 -60.84% Q3 2026 Oct 02, 2026
Fortitude Family Office, LLC History Reduced 65 10 0.0% 0.01% 1970 -87 -57.24% Q3 2026 Oct 14, 2026
Heritage Family Offices, LLP History New 66 10 0.0% — 1975 +66 New Q3 2026 Nov 02, 2026
Covestor Ltd History Added to 62 10 0.01% 0.01% 1969 +3 5.08% Q3 2026 Oct 30, 2026
Wiser Advisor Group LLC History No change 47 10 0.01% 0.01% 1971 0 0.0% Q2 2026 Aug 14, 2026
Longview Financial Advisors LLC History No change 49 10 0.0% 0.0% 1972 0 0.0% Q2 2026 Jul 14, 2026
Gunpowder Capital Management, LLC dba Oliver Wealth Management History No change 49 10 0.01% 0.01% 1973 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 42 9 0.0% 0.0% 1976 0 0.0% Q2 2026 Sep 18, 2026
SRH ADVISORS, LLC History No change 62 9 0.0% 0.0% 1977 0 0.0% Q3 2026 Oct 22, 2026
DHJJ Financial Advisors, Ltd. History No change 62 9 0.0% 0.0% 1978 0 0.0% Q3 2026 Oct 23, 2026
Premier Financial Group History No change 42 9 0.0% 0.0% 1979 0 0.0% Q2 2026 Sep 18, 2026
Tidemark, LLC History No change 41 9 0.0% 0.0% 1980 0 0.0% Q2 2026 Aug 10, 2026
Fairscale Capital, LLC History No change 42 9 0.01% 0.01% 1981 0 0.0% Q2 2026 Aug 07, 2026
REAP Financial Group, LLC History No change 63 9 0.0% 0.0% 1982 0 0.0% Q3 2026 Nov 02, 2026
TSFG, LLC History Reduced 52 8 0.0% 0.02% 1983 -828 -94.09% Q3 2026 Oct 23, 2026
Essential Partners LLC History Reduced 55 8 0.0% 0.05% 1989 -415 -88.3% Q3 2026 Oct 14, 2026
Fairway Wealth LLC History New 56 8 0.0% — 1990 +56 New Q3 2026 Oct 30, 2026
Mainstream Capital Management LLC History New 55 8 0.0% — 1991 +55 New Q3 2026 Oct 23, 2026
Rydar Equities, Inc. History New 54 8 0.0% — 1992 +54 New Q3 2026 Oct 13, 2026
Abound Wealth Management History Reduced 55 8 0.0% 0.0% 1984 -5 -8.33% Q3 2026 Oct 26, 2026
Bare Financial Services, Inc History No change 40 8 0.0% 0.0% 1985 0 0.0% Q2 2026 Jul 27, 2026
Graney & King, LLC History No change 38 8 0.0% 0.0% 1986 0 0.0% Q2 2026 Aug 07, 2026
Strive Financial Group ,LLC History No change 38 8 0.0% 0.0% 1987 0 0.0% Q2 2026 Aug 14, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 38 8 0.0% 0.0% 1988 0 0.0% Q2 2026 Aug 14, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 50 7 0.0% 0.02% 1994 -72 -59.02% Q3 2026 Oct 28, 2026
John Boyer, Inc. History New 48 7 0.01% — 1997 +48 New Q3 2026 Oct 27, 2026
Y.D. More Investments Ltd History New 47 7 0.0% — 1998 +47 New Q3 2026 Nov 02, 2026
NVWM, LLC History Reduced 47 7 0.0% 0.0% 1993 -4 -7.84% Q3 2026 Oct 14, 2026
WealthCollab, LLC History No change 33 7 0.0% 0.0% 1995 0 0.0% Q2 2026 Aug 10, 2026
Kilter Group LLC History No change 32 7 0.0% 0.0% 1996 0 0.0% Q2 2026 Aug 11, 2026
Caitong International Asset Management Co., Ltd History New 41 6 0.0% — 2001 +41 New Q3 2026 Oct 29, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 41 6 0.0% — 2002 +41 New Q3 2026 Oct 15, 2026