HSBC HOLDINGS PLC - HSBC

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
Fisher Asset Management, LLC History No change 18,572,508 1,766,059 0.53% 0.53% 1 0 0.0% Q2 2026 Aug 04, 2026
DIMENSIONAL FUND ADVISORS LP History No change 9,812,755 933,094 0.17% 0.17% 2 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 8,077,493 768,089 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 5,658,007 538,019 0.05% 0.05% 4 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 4,336,546 412,362 0.02% 0.02% 5 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 3,012,114 286,421 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 13, 2026
Sanders Capital, LLC History No change 2,632,430 250,317 0.25% 0.25% 7 0 0.0% Q2 2026 Aug 10, 2026
BlackRock, Inc. History No change 2,480,130 235,835 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 2,399,615 228,179 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,665,928 158,413 0.07% 0.07% 10 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 1,423,561 135,367 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 1,307,600 124,339 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,248,532 118,722 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 1,057,593 100,566 0.08% 0.08% 14 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 896,600 85,257 0.01% 0.01% 15 0 0.0% Q2 2026 Sep 02, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 716,556 68,137 0.31% 0.31% 16 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 667,970 63,517 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 605,426 57,570 0.07% 0.07% 18 0 0.0% Q2 2026 Aug 13, 2026
COOKSON PEIRCE & CO INC History No change 594,134 56,496 1.86% 1.86% 19 0 0.0% Q2 2026 Jul 23, 2026
JPMORGAN CHASE & CO History No change 574,663 54,639 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 463,366 44,061 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 445,799 42,390 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 14, 2026
Tredje AP-fonden History No change 441,900 42,020 0.19% 0.19% 23 0 0.0% Q2 2026 Aug 10, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 439,037 41,744 0.01% 0.01% 24 0 0.0% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History No change 438,944 41,739 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 436,721 41,527 0.05% 0.05% 26 0 0.0% Q2 2026 Aug 14, 2026
1832 Asset Management L.P. History No change 433,579 41,229 0.02% 0.02% 27 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History No change 433,418 41,213 0.53% 0.53% 28 0 0.0% Q2 2026 Jul 16, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 419,122 39,854 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 413,625 39,331 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 408,789 38,871 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 135,731 38,324 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 13, 2026
FIRST TRUST ADVISORS LP History No change 397,504 37,798 0.02% 0.02% 33 0 0.0% Q2 2026 Aug 11, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 392,331 37,306 0.07% 0.07% 34 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 370,766 35,256 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 07, 2026
Qube Research & Technologies Ltd History No change 342,206 32,540 0.03% 0.03% 36 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 326,206 31,018 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 06, 2026
Creative Planning History No change 313,988 29,857 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
Jain Global LLC History No change 300,000 28,527 0.11% 0.11% 39 0 0.0% Q2 2026 Aug 14, 2026
ABC ARBITRAGE SA History No change 283,637 26,971 2.91% 2.91% 40 0 0.0% Q2 2026 Jul 20, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 264,385 25,140 0.21% 0.21% 41 0 0.0% Q2 2026 Sep 23, 2026
HighTower Advisors, LLC History No change 251,966 23,959 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 244,290 23,229 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 240,037 22,825 0.04% 0.04% 44 0 0.0% Q2 2026 Aug 05, 2026
Promethos Capital, LLC History No change 235,463 22,390 6.09% 6.09% 45 0 0.0% Q2 2026 Aug 12, 2026
Parallax Volatility Advisers, L.P. History No change 227,340 21,617 0.04% 0.04% 46 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 226,900 21,575 0.02% 0.02% 47 0 0.0% Q2 2026 Aug 14, 2026
Squarepoint Ops LLC History No change 224,000 21,300 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 219,700 20,891 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 03, 2026
Foresight Global Investors, Inc. History No change 213,514 20,303 12.31% 12.31% 50 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 212,178 20,175 0.02% 0.02% 51 0 0.0% Q2 2026 Aug 13, 2026
Beck Bode, LLC History No change 208,170 19,794 3.0% 3.0% 52 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 200,940 19,107 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 19, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 188,863 17,958 0.27% 0.27% 54 0 0.0% Q2 2026 Aug 11, 2026
CAPTRUST FINANCIAL ADVISORS History No change 188,290 17,904 0.03% 0.03% 55 0 0.0% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History No change 185,000 17,591 0.33% 0.33% 56 0 0.0% Q2 2026 Aug 12, 2026
TWO SIGMA INVESTMENTS, LP History No change 177,484 16,876 0.01% 0.01% 57 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 174,752 16,617 0.05% 0.05% 58 0 0.0% Q2 2026 Aug 13, 2026
Ethic Inc. History No change 174,381 16,581 0.21% 0.21% 59 0 0.0% Q2 2026 Jul 29, 2026
American Assets Investment Management, LLC History No change 166,918 15,872 0.96% 0.96% 60 0 0.0% Q2 2026 Aug 05, 2026
US BANCORP \DE\ History No change 157,469 14,973 0.02% 0.02% 61 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 149,306 14,198 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 147,954 14,069 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 145,568 13,841 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 11, 2026
Vanguard Personalized Indexing Management, LLC History No change 140,755 13,384 0.11% 0.11% 65 0 0.0% Q2 2026 Aug 11, 2026
NOMURA HOLDINGS INC History No change 140,648 13,374 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 135,190 12,855 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 03, 2026
Cerity Partners LLC History No change 126,625 12,041 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History No change 125,095 11,998 0.03% 0.03% 69 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 125,086 11,890 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 10, 2026
MML INVESTORS SERVICES, LLC History No change 122,531 11,651 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 120,855 11,492 0.03% 0.03% 72 0 0.0% Q2 2026 Aug 04, 2026
MANNING & NAPIER ADVISORS LLC History No change 120,358 11,444 0.15% 0.15% 73 0 0.0% Q2 2026 Aug 13, 2026
HRT FINANCIAL LP History No change 118,360 11,254 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 115,369 10,970 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 06, 2026
FRANKLIN RESOURCES INC History No change 112,365 10,684 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
Manatuck Hill Partners, LLC History No change 107,448 10,217 3.39% 3.39% 77 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 102,153 9,713 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 10, 2026
Laird Norton Wetherby Trust Company, LLC History No change 98,141 9,332 0.18% 0.18% 79 0 0.0% Q2 2026 Aug 14, 2026
Naviter Wealth, LLC History No change 94,781 9,012 0.82% 0.82% 80 0 0.0% Q2 2026 Aug 07, 2026
Neuberger Berman Group LLC History No change 92,143 8,761 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 90,839 8,637 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 87,615 8,331 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
TRUIST FINANCIAL CORP History No change 87,439 8,314 0.01% 0.01% 84 0 0.0% Q2 2026 Jul 28, 2026
Bellars Harris Wealth Management, LLC History No change 84,607 8,045 1.64% 1.64% 85 0 0.0% Q2 2026 Aug 06, 2026
Callan Family Office, LLC History No change 82,060 7,803 0.15% 0.15% 86 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 79,278 7,538 0.2% 0.2% 87 0 0.0% Q2 2026 Aug 04, 2026
Vident Advisory, LLC History No change 78,538 7,468 0.05% 0.05% 88 0 0.0% Q2 2026 Aug 12, 2026
FACTORY MUTUAL INSURANCE CO History No change 77,552 7,374 0.07% 0.07% 89 0 0.0% Q2 2026 Jul 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 77,459 7,365 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 77,056 7,327 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 12, 2026
Americana Partners, LLC History No change 75,309 7,161 0.16% 0.16% 92 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 74,546 7,088 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 74,500 7,084 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 72,877 6,929 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
HENNESSY ADVISORS INC History No change 70,900 6,741 0.22% 0.22% 96 0 0.0% Q2 2026 Jul 16, 2026
ASSETMARK, INC History No change 70,855 6,737 0.01% 0.01% 97 0 0.0% Q2 2026 Jul 30, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 68,594 6,523 0.09% 0.09% 98 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 65,586 6,236 0.01% 0.01% 99 0 0.0% Q2 2026 Jul 29, 2026
OLD MISSION CAPITAL LLC History No change 65,570 6,235 0.1% 0.1% 100 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 65,562 6,234 0.12% 0.12% 101 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 64,551 6,138 0.07% 0.07% 102 0 0.0% Q2 2026 Aug 10, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 63,521 6,040 0.29% 0.29% 103 0 0.0% Q2 2026 Jul 13, 2026
Gradient Investments LLC History Reduced 60,734 6,031 0.09% 0.08% 104 -2,887 -4.54% Q3 2026 Oct 08, 2026
RHUMBLINE ADVISERS History No change 62,157 5,910 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 11, 2026
Savant Capital, LLC History No change 56,069 5,658 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 10, 2026
Old Port Advisors History No change 59,281 5,636 1.11% 1.11% 107 0 0.0% Q2 2026 Jul 21, 2026
Sequoia Financial Advisors, LLC History No change 59,033 5,613 0.03% 0.03% 108 0 0.0% Q2 2026 Jul 17, 2026
Corient Private Wealth LP History No change 58,102 5,524 0.01% 0.01% 109 0 0.0% Q2 2026 Aug 27, 2026
SIGNATUREFD, LLC History No change 57,080 5,427 0.07% 0.07% 110 0 0.0% Q2 2026 Jul 23, 2026
Rockefeller Capital Management L.P. History No change 56,089 5,333 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 52,903 5,030 0.01% 0.01% 112 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 52,603 5,002 0.21% 0.21% 113 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 51,262 4,874 0.02% 0.02% 114 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 50,430 4,795 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 50,202 4,773 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 13, 2026
IEQ CAPITAL, LLC History No change 49,984 4,752 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 11, 2026
TrueMark Investments, LLC History No change 48,065 4,570 0.57% 0.57% 118 0 0.0% Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History No change 48,065 4,570 0.82% 0.82% 119 0 0.0% Q2 2026 Aug 05, 2026
Catalyst Capital Advisors LLC History No change 47,850 4,550 0.08% 0.08% 120 0 0.0% Q2 2026 Jul 24, 2026
Engineers Gate Manager LP History No change 46,403 4,412 0.06% 0.06% 121 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History No change 44,443 4,226 0.02% 0.02% 122 0 0.0% Q2 2026 Jul 13, 2026
Aaron Wealth Advisors LLC History No change 43,514 4,137 0.21% 0.21% 123 0 0.0% Q2 2026 Jul 16, 2026
Allspring Global Investments Holdings, LLC History No change 42,295 4,094 0.01% 0.01% 124 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History No change 41,888 3,983 0.02% 0.02% 125 0 0.0% Q2 2026 Jul 20, 2026
OSAIC HOLDINGS, INC. History No change 40,576 3,858 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 40,030 3,807 0.01% 0.01% 127 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 38,957 3,704 0.09% 0.09% 128 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 38,100 3,622 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 03, 2026
GQG Partners LLC History No change 37,717 3,587 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 12, 2026
Stamos Capital Partners, L.P. History No change 37,215 3,538 0.54% 0.54% 131 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 48,890 3,525 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 36,603 3,480 0.17% 0.17% 133 0 0.0% Q2 2026 Aug 11, 2026
LSV ASSET MANAGEMENT History No change 35,828 3,407 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 06, 2026
Aperture Investors, LLC History No change 35,800 3,404 0.31% 0.31% 135 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 35,756 3,401 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 35,597 3,384 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Advisors Asset Management, Inc. History No change 34,585 3,288 0.05% 0.05% 138 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 34,424 3,273 0.04% 0.04% 139 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 34,412 3,272 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 12, 2026
AMJ Financial Wealth Management History No change 38,467 3,173 0.75% 0.75% 141 0 0.0% Q2 2026 Aug 10, 2026
SCOTIA CAPITAL INC. History No change 32,743 3,113 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 11, 2026
Qtron Investments LLC History No change 32,664 3,106 0.41% 0.41% 143 0 0.0% Q2 2026 Aug 13, 2026
Sowell Financial Services LLC History No change 32,650 3,104 0.1% 0.1% 144 0 0.0% Q2 2026 Jul 17, 2026
SYON CAPITAL LLC History No change 32,446 3,085 0.13% 0.13% 145 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 31,805 3,024 0.05% 0.05% 146 0 0.0% Q2 2026 Jul 31, 2026
JONES FINANCIAL COMPANIES LLLP History No change 32,191 3,017 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 14, 2026
RAELIPSKIE PARTNERSHIP History No change 31,465 2,992 1.13% 1.13% 148 0 0.0% Q2 2026 Aug 04, 2026
Kathmere Capital Management, LLC History No change 31,398 2,985 0.16% 0.16% 149 0 0.0% Q2 2026 Jul 29, 2026
CIBC Asset Management Inc History No change 31,170 2,913 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 03, 2026
Prospera Financial Services Inc History No change 29,125 2,770 0.04% 0.04% 151 0 0.0% Q2 2026 Jul 15, 2026
CHOREO, LLC History No change 29,032 2,760 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 04, 2026
Ted Buchan & Co History No change 28,214 2,682 0.88% 0.88% 153 0 0.0% Q2 2026 Jul 23, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 28,046 2,666 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Prime Capital Investment Advisors, LLC History No change 27,982 2,660 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 05, 2026
Vestmark Advisory Solutions, Inc. History No change 27,951 2,657 0.02% 0.02% 156 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 27,845 2,647 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 27,827 2,646 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 27,600 2,624 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 27,434 2,608 0.08% 0.08% 160 0 0.0% Q2 2026 Aug 12, 2026
QUADRANT CAPITAL GROUP LLC History No change 27,079 2,574 0.07% 0.07% 161 0 0.0% Q2 2026 Aug 14, 2026
Pekin Hardy Strauss, Inc. History No change 26,926 2,560 0.23% 0.23% 162 0 0.0% Q2 2026 Jul 30, 2026
WEDBUSH SECURITIES INC History No change 26,774 2,546 0.07% 0.07% 163 0 0.0% Q2 2026 Jul 28, 2026
Arax Advisory Partners History No change 26,396 2,510 0.02% 0.02% 164 0 0.0% Q2 2026 Aug 10, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 26,165 2,488 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 29, 2026
WESTWOOD HOLDINGS GROUP INC History No change 26,096 2,481 0.02% 0.02% 166 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 25,807 2,453 0.11% 0.11% 167 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History Added to 24,672 2,450 0.02% 0.02% 168 +2,061 9.12% Q3 2026 Oct 08, 2026
AGF MANAGEMENT LTD History No change 25,396 2,414 0.01% 0.01% 169 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 25,333 2,408 0.04% 0.04% 170 0 0.0% Q2 2026 Jul 23, 2026
LVW Advisors, LLC History No change 25,234 2,399 0.21% 0.21% 171 0 0.0% Q2 2026 Jul 15, 2026
Ballentine Partners, LLC History No change 24,879 2,365 0.03% 0.03% 172 0 0.0% Q2 2026 Jul 17, 2026
Dorsey & Whitney Trust CO LLC History No change 24,818 2,359 0.11% 0.11% 173 0 0.0% Q2 2026 Aug 14, 2026
Arkadios Wealth Advisors History No change 24,745 2,352 0.04% 0.04% 174 0 0.0% Q2 2026 Aug 10, 2026
GLENMEDE TRUST CO NA History No change 24,167 2,298 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 10, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 24,089 2,290 0.04% 0.04% 176 0 0.0% Q2 2026 Aug 03, 2026
PZENA INVESTMENT MANAGEMENT LLC History No change 23,555 2,239 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 07, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 23,446 2,229 0.14% 0.14% 178 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 23,013 2,188 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 13, 2026
Systematic Alpha Investments, LLC History No change 23,000 2,187 0.06% 0.06% 180 0 0.0% Q2 2026 Aug 13, 2026
FCG Investment Co History No change 22,945 2,181 0.75% 0.75% 181 0 0.0% Q2 2026 Jul 13, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 22,722 2,160 0.79% 0.79% 182 0 0.0% Q2 2026 Jul 10, 2026
GABELLI FUNDS LLC History No change 22,700 2,158 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 12, 2026
ORLEANS CAPITAL MANAGEMENT CORP/LA History No change 22,528 2,142 1.11% 1.11% 184 0 0.0% Q2 2026 Aug 12, 2026
Cornerstone Planning, LLC History No change 22,281 2,118 0.49% 0.49% 185 0 0.0% Q2 2026 Jul 29, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 21,976 2,089 0.01% 0.01% 186 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 21,951 2,087 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 03, 2026
Aprio Wealth Management, LLC History No change 21,870 2,079 0.1% 0.1% 188 0 0.0% Q2 2026 Jul 24, 2026
Lester Murray Antman dba SimplyRich History No change 48,742 2,033 0.48% 0.48% 189 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 20,581 1,957 0.03% 0.03% 190 0 0.0% Q2 2026 Aug 06, 2026
EARNEST PARTNERS LLC History No change 20,449 1,944 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 13, 2026
Steward Partners Investment Advisory, LLC History No change 20,406 1,940 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History Added to 19,526 1,939 0.17% 0.16% 193 +408 2.13% Q3 2026 Oct 01, 2026
GAMMA Investing LLC History Added to 19,307 1,917 0.06% 0.06% 195 +1,917 11.02% Q3 2026 Oct 08, 2026
Integrated Wealth Concepts LLC History No change 20,165 1,917 0.01% 0.01% 194 0 0.0% Q2 2026 Sep 08, 2026
Abel Hall, LLC History No change 20,096 1,910 0.33% 0.33% 196 0 0.0% Q2 2026 Jul 24, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 20,022 1,903 0.02% 0.02% 197 0 0.0% Q2 2026 Aug 13, 2026
RBF Capital, LLC History No change 20,000 1,901 0.08% 0.08% 198 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 19,652 1,868 0.02% 0.02% 199 0 0.0% Q2 2026 Jul 28, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 19,525 1,856 0.02% 0.02% 200 0 0.0% Q2 2026 Aug 14, 2026
PCM Encore, LLC History No change 19,447 1,849 0.32% 0.32% 201 0 0.0% Q2 2026 Aug 11, 2026
D.A. DAVIDSON & CO. History No change 19,379 1,842 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 24, 2026
Everstar Asset Management, LLC History No change 15,973 1,803 0.87% 0.87% 203 0 0.0% Q2 2026 Aug 03, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History No change 18,850 1,792 0.87% 0.87% 204 0 0.0% Q2 2026 Jul 08, 2026
OneAscent Investment Solutions LLC History No change 18,588 1,767 1.67% 1.67% 205 0 0.0% Q2 2026 Aug 11, 2026
GUGGENHEIM CAPITAL LLC History No change 18,204 1,731 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 12, 2026
Avestar Capital, LLC History No change 18,185 1,729 0.1% 0.1% 207 0 0.0% Q2 2026 Jul 29, 2026
Ellevest, Inc. History No change 17,993 1,710 0.2% 0.2% 208 0 0.0% Q2 2026 Aug 10, 2026
DRW Securities, LLC History No change 17,864 1,698 0.04% 0.04% 209 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 17,681 1,681 0.01% 0.01% 210 0 0.0% Q2 2026 Jul 20, 2026
SBI Securities Co., Ltd. History No change 17,491 1,663 0.04% 0.04% 211 0 0.0% Q2 2026 Jul 22, 2026
GREENLEAF TRUST History No change 17,284 1,643 0.02% 0.02% 212 0 0.0% Q2 2026 Jul 21, 2026
PDS Planning, Inc History No change 17,023 1,618 0.09% 0.09% 213 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 16,887 1,605 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 29, 2026
Frank, Rimerman Advisors LLC History No change 16,391 1,558 0.09% 0.09% 215 0 0.0% Q2 2026 Jul 27, 2026
Bleakley Financial Group, LLC History No change 16,224 1,542 0.02% 0.02% 216 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 16,074 1,528 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 05, 2026
Henry James International Management Inc. History No change 16,027 1,524 0.46% 0.46% 218 0 0.0% Q2 2026 Jul 09, 2026
AE Wealth Management LLC History No change 15,819 1,504 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 03, 2026
Soltis Investment Advisors LLC History No change 15,721 1,494 0.08% 0.08% 220 0 0.0% Q2 2026 Jul 31, 2026
Invesco Ltd. History No change 15,431 1,467 0.0% 0.0% 221 0 0.0% Q2 2026 Aug 14, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 14,959 1,422 0.07% 0.07% 222 0 0.0% Q2 2026 Jul 31, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 14,905 1,417 0.07% 0.07% 223 0 0.0% Q2 2026 Jul 23, 2026
Horizon Investments, LLC History No change 14,883 1,415 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 13, 2026
STATE STREET CORP History No change 14,767 1,404 0.0% 0.0% 225 0 0.0% Q2 2026 Sep 22, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 14,755 1,403 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 03, 2026
CREDIT AGRICOLE S A History No change 14,545 1,383 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 14, 2026
Frec Markets, Inc. History No change 14,478 1,376 0.12% 0.12% 228 0 0.0% Q2 2026 Aug 13, 2026
PROFUND ADVISORS LLC History No change 14,181 1,348 0.04% 0.04% 229 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 14,126 1,343 0.0% 0.0% 230 0 0.0% Q2 2026 Jul 27, 2026
Y-Intercept (Hong Kong) Ltd History No change 14,129 1,343 0.03% 0.03% 231 0 0.0% Q2 2026 Jul 13, 2026
Fiera Capital Corp History No change 14,066 1,337 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 07, 2026
DEUTSCHE BANK AG\ History No change 14,030 1,334 0.0% 0.0% 233 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Select Advisors, LLC History No change 14,039 1,334 0.56% 0.56% 234 0 0.0% Q2 2026 Aug 05, 2026
NorthCrest Asset Manangement, LLC History No change 13,453 1,318 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 15, 2026
Gryphon Financial Partners LLC History No change 13,823 1,314 0.12% 0.12% 236 0 0.0% Q2 2026 Aug 05, 2026
Ascent Group, LLC History No change 13,647 1,297 0.04% 0.04% 237 0 0.0% Q2 2026 Aug 03, 2026
Sivia Capital Partners, LLC History No change 13,631 1,296 0.16% 0.16% 238 0 0.0% Q2 2026 Jul 23, 2026
May Hill Capital, LLC History No change 13,602 1,293 0.27% 0.27% 239 0 0.0% Q2 2026 Aug 07, 2026
Cherokee Insurance Co History No change 13,545 1,287 0.5% 0.5% 240 0 0.0% Q2 2026 Aug 03, 2026
Trust Point Inc. History No change 13,421 1,276 0.11% 0.11% 241 0 0.0% Q2 2026 Jul 08, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 13,037 1,239 0.05% 0.05% 242 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 12,997 1,236 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 07, 2026
AssuredPartners Investment Advisors, LLC History No change 12,932 1,229 0.12% 0.12% 244 0 0.0% Q2 2026 Aug 10, 2026
Henshaw Capital LLC History No change 12,880 1,224 0.04% 0.04% 245 0 0.0% Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History No change 12,687 1,206 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 14, 2026
SAGE RHINO CAPITAL LLC History No change 12,540 1,192 0.19% 0.19% 247 0 0.0% Q2 2026 Aug 03, 2026
Composition Wealth, LLC History No change 12,493 1,187 0.01% 0.01% 248 0 0.0% Q2 2026 Jul 22, 2026
Farringdon Capital, Ltd. History No change 12,377 1,176 0.58% 0.58% 249 0 0.0% Q2 2026 Aug 12, 2026
Linden Thomas Advisory Services, LLC History No change 12,334 1,172 0.09% 0.09% 250 0 0.0% Q2 2026 Jul 16, 2026
West Family Investments, Inc. History No change 12,240 1,163 0.34% 0.34% 251 0 0.0% Q2 2026 Aug 10, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 12,187 1,158 0.01% 0.01% 252 0 0.0% Q2 2026 Jul 28, 2026
Everest Financial Group LLC History No change 12,067 1,147 0.16% 0.16% 253 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 11,859 1,127 0.01% 0.01% 254 0 0.0% Q2 2026 Jul 27, 2026
Beacon Pointe Advisors, LLC History No change 11,708 1,113 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 18, 2026
DELTA FINANCIAL ADVISORS LLC History No change 11,534 1,096 0.26% 0.26% 256 0 0.0% Q2 2026 Aug 05, 2026
Cordatus Wealth Management LLC History No change 11,425 1,086 0.24% 0.24% 257 0 0.0% Q2 2026 Jul 29, 2026
Legacy Wealth Asset Management, LLC History Reduced 10,878 1,080 0.24% 0.23% 258 -316 -2.82% Q3 2026 Oct 08, 2026
MISSION WEALTH MANAGEMENT, LP History No change 10,521 1,000 0.01% 0.01% 259 0 0.0% Q2 2026 Jul 20, 2026
Five Oceans Advisors History No change 10,361 985 0.32% 0.32% 260 0 0.0% Q2 2026 Jul 15, 2026
Themes Management Co LLC History No change 10,367 985 0.65% 0.65% 261 0 0.0% Q2 2026 Jul 21, 2026
BLAIR WILLIAM & CO/IL History No change 10,307 980 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 11, 2026
Pinnacle Wealth Planning Services, Inc. History No change 10,263 975 0.09% 0.09% 263 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 11,741 973 0.02% 0.02% 264 0 0.0% Q2 2026 Aug 13, 2026
71 West Capital Partners History No change 10,234 973 0.03% 0.03% 265 0 0.0% Q2 2026 Aug 04, 2026
Traveka Wealth, LLC History No change 10,132 963 0.32% 0.32% 266 0 0.0% Q2 2026 Jul 21, 2026
CHELSEA COUNSEL CO History No change 10,100 960 0.41% 0.41% 267 0 0.0% Q2 2026 Aug 11, 2026
Lido Advisors, LLC History No change 10,052 955 0.0% 0.0% 268 0 0.0% Q2 2026 Aug 07, 2026
Independent Advisor Alliance History No change 10,043 954 0.02% 0.02% 269 0 0.0% Q2 2026 Aug 12, 2026
Venturi Wealth Management, LLC History No change 9,981 949 0.04% 0.04% 270 0 0.0% Q2 2026 Jul 20, 2026
Clearstead Advisors, LLC History No change 9,765 928 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 06, 2026
SeaBridge Investment Advisors LLC History No change 9,529 906 0.13% 0.13% 272 0 0.0% Q2 2026 Jul 17, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 9,525 905 0.16% 0.16% 273 0 0.0% Q2 2026 Jul 21, 2026
Optas, LLC History No change 9,393 893 0.13% 0.13% 274 0 0.0% Q2 2026 Jul 21, 2026
Westover Capital Advisors, LLC History No change 9,313 885 0.15% 0.15% 275 0 0.0% Q2 2026 Aug 04, 2026
XPONANCE LLC History No change 9,158 870 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 10, 2026
Bridgewater Advisors Inc. History No change 8,024 865 0.05% 0.05% 277 0 0.0% Q2 2026 Aug 05, 2026
COMMERCE BANK History No change 9,089 864 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 9,088 864 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 9,008 856 0.29% 0.29% 280 0 0.0% Q2 2026 Aug 12, 2026
Mesirow Financial Investment Management, Inc. History No change 8,923 848 0.01% 0.01% 281 0 0.0% Q2 2026 Jul 22, 2026
RIVERSEDGE ADVISORS, LLC History Added to 8,520 846 0.1% 0.1% 282 +652 8.29% Q3 2026 Oct 09, 2026
55 North Private Wealth, LLC History No change 8,794 836 0.16% 0.16% 283 0 0.0% Q2 2026 Jul 07, 2026
American Trust Investment Advisors, LLC History No change 8,755 832 0.41% 0.41% 284 0 0.0% Q2 2026 Aug 14, 2026
South Shore Capital Advisors History No change 8,550 813 0.54% 0.54% 285 0 0.0% Q2 2026 Jul 30, 2026
Allie Family Office LLC History No change 8,504 808 0.3% 0.3% 286 0 0.0% Q2 2026 Oct 02, 2026
Larry Mathis Financial Planning, LLC History No change 8,506 808 0.62% 0.62% 287 0 0.0% Q2 2026 Jul 24, 2026
Perigon Wealth Management, LLC History No change 8,494 807 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 07, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,329 792 0.01% 0.01% 289 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 8,129 773 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 04, 2026
EP Wealth Advisors, LLC History No change 8,124 772 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 11, 2026
Papamarkou Wellner Asset Management inc. History No change 9,352 771 0.48% 0.48% 292 0 0.0% Q2 2026 Aug 14, 2026
RATIONAL ADVISORS, INC. History No change 8,035 764 0.07% 0.07% 293 0 0.0% Q2 2026 Jul 24, 2026
Monument Capital Management History Added to 7,692 763 0.16% 0.15% 294 +56 0.73% Q3 2026 Oct 08, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 8,000 760 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 30, 2026
EverSource Wealth Advisors, LLC History No change 8,001 760 0.03% 0.03% 296 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 7,960 756 0.01% 0.01% 297 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 7,900 751 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
Tepp RIA, LLC History No change 7,877 749 0.51% 0.51% 299 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 7,866 747 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 27, 2026
Ignite Planners, LLC History No change 7,790 740 0.1% 0.1% 301 0 0.0% Q2 2026 Jul 23, 2026
Main Street Research LLC History No change 7,772 739 0.03% 0.03% 302 0 0.0% Q2 2026 Jul 29, 2026
Hexagon Capital Partners LLC History No change 7,755 737 0.1% 0.1% 303 0 0.0% Q2 2026 Aug 06, 2026
Caitong International Asset Management Co., Ltd History No change 7,743 736 0.1% 0.1% 304 0 0.0% Q2 2026 Aug 04, 2026
Crumly & Associates Inc. History Added to 7,287 723 0.13% 0.13% 305 +190 2.68% Q3 2026 Oct 07, 2026
Portside Wealth Group, LLC History No change 7,576 720 0.08% 0.08% 306 0 0.0% Q2 2026 Jul 14, 2026
Wealthstar Advisors, LLC History No change 7,501 713 0.21% 0.21% 307 0 0.0% Q2 2026 Jul 30, 2026
GWN SECURITIES INC. History No change 7,437 707 0.12% 0.12% 308 0 0.0% Q2 2026 Aug 05, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 7,423 705 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 16, 2026
Dynamic Advisor Solutions LLC History No change 7,330 697 0.02% 0.02% 310 0 0.0% Q2 2026 Jul 07, 2026
Summit Global Investments History No change 7,323 696 0.04% 0.04% 311 0 0.0% Q2 2026 Aug 03, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 7,309 695 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 14, 2026
Marks Group Wealth Management, Inc History No change 7,297 693 0.06% 0.06% 313 0 0.0% Q2 2026 Jul 27, 2026
SmartHarvest Portfolios, LLC History No change 7,282 692 0.22% 0.22% 314 0 0.0% Q2 2026 Aug 04, 2026
COURIER CAPITAL LLC History No change 7,266 690 0.03% 0.03% 315 0 0.0% Q2 2026 Jul 16, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 7,092 674 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 10, 2026
Envestnet Portfolio Solutions, Inc. History No change 7,069 672 0.0% 0.0% 317 0 0.0% Q2 2026 Sep 23, 2026
New Republic Capital, LLC History No change 7,061 671 0.15% 0.15% 318 0 0.0% Q2 2026 Jul 31, 2026
Wedmont Private Capital History Added to 7,238 670 0.02% 0.02% 319 +111 1.56% Q3 2026 Oct 09, 2026
HUB Investment Partners, LLC History No change 7,010 666 0.01% 0.01% 320 0 0.0% Q2 2026 Jul 31, 2026
Allworth Financial LP History No change 6,978 663 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 11, 2026
Cromwell Holdings LLC History No change 6,967 662 0.3% 0.3% 322 0 0.0% Q2 2026 Jul 13, 2026
Gallacher Capital Management LLC History No change 6,774 644 0.36% 0.36% 323 0 0.0% Q2 2026 Jul 16, 2026
ANCHYRA PARTNERS LLC History No change 6,673 634 0.15% 0.15% 324 0 0.0% Q2 2026 Jul 23, 2026
OneAscent Family Office, LLC History No change 6,663 633 0.32% 0.32% 325 0 0.0% Q2 2026 Aug 11, 2026
FRED ALGER MANAGEMENT, LLC History No change 6,653 632 0.0% 0.0% 326 0 0.0% Q2 2026 Aug 14, 2026
Sonoma Private Wealth LLC History No change 6,543 622 0.67% 0.67% 327 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History Added to 6,226 618 0.01% 0.01% 328 +5 0.08% Q3 2026 Oct 08, 2026
Cresset Asset Management, LLC History No change 6,506 618 0.0% 0.0% 329 0 0.0% Q2 2026 Aug 14, 2026
Purkiss Capital Advisors LLC History No change 6,507 618 0.24% 0.24% 330 0 0.0% Q2 2026 Jul 30, 2026
Net Worth Advisory Group History No change 6,475 615 0.15% 0.15% 331 0 0.0% Q2 2026 Jul 13, 2026
Diversify Advisory Services, LLC History No change 5,859 609 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 5,859 609 0.01% 0.01% 333 0 0.0% Q2 2026 Jul 29, 2026
NATURAL INVESTMENTS, LLC History No change 6,344 603 0.13% 0.13% 334 0 0.0% Q2 2026 Jul 31, 2026
Basecamp Wealth Advisors LLC History No change 6,321 601 0.11% 0.11% 335 0 0.0% Q2 2026 Aug 14, 2026
Abacus Wealth Partners, LLC History No change 6,316 600 0.06% 0.06% 336 0 0.0% Q2 2026 Jul 22, 2026
Prosperity Consulting Group, LLC History No change 6,265 595 0.02% 0.02% 337 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 6,204 589 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 6,136 583 0.05% 0.05% 339 0 0.0% Q2 2026 Aug 04, 2026
SEEDS INVESTOR LLC History No change 6,131 583 0.06% 0.06% 340 0 0.0% Q2 2026 Aug 12, 2026
BRIGHTON JONES LLC History No change 6,111 581 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 11, 2026
Baldwin Investment Management, LLC History No change 6,104 580 0.06% 0.06% 342 0 0.0% Q2 2026 Jul 28, 2026
XXI WEALTH, LLC History No change 6,064 576 0.26% 0.26% 343 0 0.0% Q2 2026 Aug 14, 2026
Limestone Investment Advisors LP History No change 6,050 575 0.04% 0.04% 344 0 0.0% Q2 2026 Aug 14, 2026
Calydon Capital History No change 6,042 574 0.08% 0.08% 345 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ALLIANCE, LLC History No change 6,036 573 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 5,902 561 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 24, 2026
V-Square Quantitative Management LLC History No change 5,901 561 0.05% 0.05% 348 0 0.0% Q2 2026 Jul 27, 2026
ACORN CREEK CAPITAL LLC History No change 5,787 550 0.18% 0.18% 349 0 0.0% Q2 2026 Aug 06, 2026
Savvy Advisors, Inc. History No change 5,771 548 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 03, 2026
Resonant Capital Advisors, LLC History No change 5,699 541 0.03% 0.03% 351 0 0.0% Q2 2026 Jul 24, 2026
Bayesian Capital Management, LP History No change 5,686 540 0.35% 0.35% 352 0 0.0% Q2 2026 Aug 14, 2026
EARNED WEALTH ADVISORS, LLC History No change 5,619 534 0.03% 0.03% 353 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 5,614 533 0.06% 0.06% 354 0 0.0% Q2 2026 Jul 15, 2026
Choate Investment Advisors History No change 5,580 530 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 11, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 5,561 528 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Advisor Solutions, LLC History No change 5,545 527 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 06, 2026
Crestwood Advisors Group, LLC History No change 5,504 523 0.01% 0.01% 358 0 0.0% Q2 2026 Aug 03, 2026
WATERS PARKERSON & CO., LLC History No change 5,500 522 0.03% 0.03% 359 0 0.0% Q2 2026 Jul 30, 2026
Keebeck Wealth Management History No change 5,487 521 0.05% 0.05% 360 0 0.0% Q2 2026 Aug 11, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 5,465 519 0.01% 0.01% 361 0 0.0% Q2 2026 Jul 14, 2026
Modern Wealth Management, LLC History No change 5,372 510 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 13, 2026
Geneos Wealth Management Inc. History No change 5,304 504 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 06, 2026
Florida Trust Wealth Management Co History No change 5,289 502 0.01% 0.01% 364 0 0.0% Q2 2026 Jul 27, 2026
Zhang Financial LLC History No change 5,226 496 0.01% 0.01% 365 0 0.0% Q2 2026 Jul 30, 2026
OneDigital Investment Advisors LLC History No change 5,185 493 0.0% 0.0% 366 0 0.0% Q2 2026 Aug 06, 2026
Kestra Advisory Services, LLC History No change 5,186 493 0.0% 0.0% 367 0 0.0% Q2 2026 Jul 28, 2026
SEVEN MILE ADVISORY History No change 5,194 493 0.33% 0.33% 368 0 0.0% Q2 2026 Aug 13, 2026
Greenspring Advisors, LLC History No change 5,078 482 0.03% 0.03% 369 0 0.0% Q2 2026 Aug 11, 2026
Moors & Cabot, Inc. History No change 5,041 479 0.02% 0.02% 370 0 0.0% Q2 2026 Aug 10, 2026
Equitable Holdings, Inc. History No change 4,969 472 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 17, 2026
BROWN BROTHERS HARRIMAN & CO History No change 4,958 471 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 12, 2026
Ashton Thomas Private Wealth, LLC History No change 4,932 468 0.01% 0.01% 373 0 0.0% Q2 2026 Jul 29, 2026
Werba Rubin Papier Wealth Management History No change 4,869 463 0.06% 0.06% 374 0 0.0% Q2 2026 Jul 27, 2026
OLD NATIONAL BANCORP /IN/ History No change 4,849 461 0.01% 0.01% 375 0 0.0% Q2 2026 Jul 15, 2026
Foster Group, Inc. History No change 4,853 461 0.01% 0.01% 376 0 0.0% Q2 2026 Jul 07, 2026
Canopy Partners, LLC History No change 4,837 459 0.14% 0.14% 377 0 0.0% Q2 2026 Jul 22, 2026
Brucke Financial, Inc. History No change 4,778 454 0.2% 0.2% 378 0 0.0% Q2 2026 Jul 21, 2026
EWA, LLC History No change 4,765 453 0.08% 0.08% 379 0 0.0% Q2 2026 Jul 14, 2026
Carter Financial Group, INC. History No change 4,746 451 0.23% 0.23% 380 0 0.0% Q2 2026 Jul 30, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History No change 4,714 448 0.08% 0.08% 381 0 0.0% Q2 2026 Jul 09, 2026
Legacy Capital Group California, Inc. History No change 4,668 443 0.13% 0.13% 382 0 0.0% Q2 2026 Jul 29, 2026
Collaborative Fund Advisors, LLC History No change 4,598 437 0.25% 0.25% 383 0 0.0% Q2 2026 Jul 30, 2026
IHT Wealth Management, LLC History No change 4,535 431 0.01% 0.01% 384 0 0.0% Q2 2026 Aug 14, 2026
Flatrock Wealth Partners LLC History No change 4,524 430 0.17% 0.17% 385 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 4,060 421 0.03% 0.03% 386 0 0.0% Q2 2026 Jul 29, 2026
ATLAS CAPITAL ADVISORS INC. History No change 4,370 415 0.05% 0.05% 387 0 0.0% Q2 2026 Aug 13, 2026
Nilsine Partners, LLC History No change 4,333 412 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 24, 2026
D'Orazio & Associates, Inc. History No change 4,302 409 0.05% 0.05% 389 0 0.0% Q2 2026 Jul 28, 2026
Freestone Capital Holdings, LLC History No change 4,284 407 0.01% 0.01% 390 0 0.0% Q2 2026 Jul 31, 2026
Manske Wealth Management History No change 4,248 403 0.1% 0.1% 391 0 0.0% Q2 2026 Aug 03, 2026
Rehmann Capital Advisory Group History No change 4,217 401 0.02% 0.02% 392 0 0.0% Q2 2026 Aug 20, 2026
Texas Yale Capital Corp. History No change 4,200 399 0.01% 0.01% 393 0 0.0% Q2 2026 Aug 12, 2026
Abundance Wealth Counselors History No change 4,173 396 0.03% 0.03% 394 0 0.0% Q2 2026 Jul 23, 2026
CERTUITY, LLC History No change 4,173 396 0.02% 0.02% 395 0 0.0% Q2 2026 Jul 28, 2026
180 WEALTH ADVISORS, LLC History No change 4,084 388 0.04% 0.04% 396 0 0.0% Q2 2026 Jul 07, 2026
WealthTrust Axiom LLC History No change 4,075 387 0.09% 0.09% 397 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 4,061 386 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History No change 4,050 385 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 11, 2026
FOCUSED ALPHA, LLC History No change 4,025 382 0.1% 0.1% 400 0 0.0% Q2 2026 Aug 07, 2026
Weil Company, Inc. History No change 4,000 380 0.07% 0.07% 401 0 0.0% Q2 2026 Aug 05, 2026
Manchester Capital Management LLC History No change 3,981 378 0.05% 0.05% 402 0 0.0% Q2 2026 Aug 13, 2026
Keel Point, LLC History No change 3,968 377 0.02% 0.02% 403 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 3,971 377 0.12% 0.12% 404 0 0.0% Q2 2026 Jul 27, 2026
Sunpointe, LLC History No change 3,965 377 0.11% 0.11% 405 0 0.0% Q2 2026 Jul 24, 2026
Simplicity Wealth,LLC History No change 3,953 375 0.01% 0.01% 406 0 0.0% Q2 2026 Aug 06, 2026
Westerkirk Capital Inc. History No change 3,954 375 0.04% 0.04% 407 0 0.0% Q2 2026 Aug 10, 2026
NORDEN GROUP LLC History No change 3,874 368 0.03% 0.03% 408 0 0.0% Q2 2026 Jul 29, 2026
Cornerstone Wealth Management, LLC History No change 3,863 367 0.02% 0.02% 409 0 0.0% Q2 2026 Jul 22, 2026
Safeguard Investment Advisory Group, LLC History No change 3,843 365 0.08% 0.08% 410 0 0.0% Q2 2026 Aug 13, 2026
Tower Wealth Partners, Inc. History No change 3,775 358 0.18% 0.18% 411 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 3,757 357 0.01% 0.01% 412 0 0.0% Q2 2026 Jul 07, 2026
Curi Capital, LLC History No change 3,742 355 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History No change 3,740 355 0.02% 0.02% 414 0 0.0% Q2 2026 Jul 29, 2026
Mattson Financial Services, LLC History No change 3,473 349 0.07% 0.07% 415 0 0.0% Q2 2026 Aug 04, 2026
Argyle Capital Management, LLC History No change 3,650 347 0.1% 0.1% 416 0 0.0% Q2 2026 Jul 28, 2026
Integrated Advisors Network LLC History No change 3,639 346 0.02% 0.02% 417 0 0.0% Q2 2026 Aug 11, 2026
GUARDIAN CAPITAL LP History No change 3,599 342 0.01% 0.01% 418 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 3,606 342 0.04% 0.04% 419 0 0.0% Q2 2026 Sep 02, 2026
FIRST CITIZENS BANK & TRUST CO History No change 3,588 341 0.01% 0.01% 420 0 0.0% Q2 2026 Jul 13, 2026
Kohmann Bosshard Financial Services, LLC History No change 3,544 336 0.03% 0.03% 421 0 0.0% Q2 2026 Jul 14, 2026
First Command Advisory Services, Inc. History No change 3,538 336 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 10, 2026
Aptus Capital Advisors, LLC History No change 3,531 335 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 12, 2026
Intergy Private Wealth, LLC History No change 3,519 334 0.08% 0.08% 424 0 0.0% Q2 2026 Jul 17, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 3,502 333 0.02% 0.02% 425 0 0.0% Q2 2026 Jul 28, 2026
Jackson Wealth Management, LLC History No change 3,487 332 0.2% 0.2% 426 0 0.0% Q2 2026 Aug 20, 2026
HBK Sorce Advisory LLC History No change 3,221 330 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 06, 2026
Symmetry Partners, LLC History No change 3,439 327 0.02% 0.02% 428 0 0.0% Q2 2026 Jul 23, 2026
Focus Financial Network, Inc. History No change 3,393 322 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 09, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History No change 3,388 322 0.06% 0.06% 430 0 0.0% Q2 2026 Jul 22, 2026
Avidian Wealth Enterprises, LLC History Added to 3,214 319 0.01% 0.01% 431 +813 33.86% Q3 2026 Oct 08, 2026
Fulcrum Equity Management History No change 3,352 318 0.23% 0.23% 432 0 0.0% Q2 2026 Jul 09, 2026
Syverson Strege & Co History No change 3,329 316 0.07% 0.07% 433 0 0.0% Q2 2026 Aug 06, 2026
August Group Capital Ltd History No change 3,304 314 0.35% 0.35% 434 0 0.0% Q2 2026 Aug 10, 2026
Prospect Financial Group LLC History No change 3,291 312 0.25% 0.25% 435 0 0.0% Q2 2026 Aug 06, 2026
Vontobel Holding Ltd. History No change 3,270 310 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 03, 2026
Echo45 Advisors LLC History Added to 3,111 308 0.14% 0.15% 437 +64 2.1% Q3 2026 Oct 07, 2026
Brown Financial Advisors History No change 3,239 307 0.11% 0.11% 438 0 0.0% Q2 2026 Aug 26, 2026
PARTNERS WEALTH MANAGEMENT, LLC History No change 3,150 299 0.29% 0.29% 439 0 0.0% Q2 2026 Jul 21, 2026
Mayflower Financial Advisors, LLC History No change 3,141 298 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 09, 2026
Seed Wealth Management, Inc. History No change 3,130 297 0.19% 0.19% 441 0 0.0% Q2 2026 Jul 27, 2026
Symphony Financial Services, Inc. History No change 3,046 289 0.13% 0.13% 442 0 0.0% Q2 2026 Jul 22, 2026
BROWN ADVISORY INC History No change 3,030 288 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 14, 2026
VICTORY FINANCIAL GROUP, LLC History No change 3,006 285 0.03% 0.03% 444 0 0.0% Q2 2026 Jul 28, 2026
Diversified Trust Co History No change 2,970 282 0.0% 0.0% 445 0 0.0% Q2 2026 Jul 17, 2026
REGIONS FINANCIAL CORP History No change 2,959 281 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 10, 2026
Interchange Capital Partners, LLC History No change 2,958 281 0.05% 0.05% 447 0 0.0% Q2 2026 Jul 20, 2026
Kingsview Wealth Management, LLC History No change 2,895 275 0.0% 0.0% 448 0 0.0% Q2 2026 Aug 18, 2026
Tranquilli Financial Advisor LLC History No change 2,892 275 0.15% 0.15% 449 0 0.0% Q2 2026 Aug 07, 2026
Walkner Condon Financial Advisors LLC History No change 2,887 274 0.03% 0.03% 450 0 0.0% Q2 2026 Jul 27, 2026
GeoWealth Management, LLC History No change 2,860 271 0.01% 0.01% 451 0 0.0% Q2 2026 Jul 30, 2026
SVB WEALTH LLC History No change 2,839 269 0.02% 0.02% 452 0 0.0% Q2 2026 Jul 17, 2026
Rosenberg Matthew Hamilton History No change 2,713 269 0.05% 0.05% 453 0 0.0% Q3 2026 Oct 05, 2026
Brio Consultants, LLC History No change 2,828 268 0.03% 0.03% 454 0 0.0% Q2 2026 Aug 12, 2026
Hoxton Planning & Management, LLC History No change 2,823 268 0.07% 0.07% 455 0 0.0% Q2 2026 Jul 16, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 2,816 267 0.02% 0.02% 456 0 0.0% Q2 2026 Aug 06, 2026
Magnus Financial Group LLC History No change 2,787 265 0.02% 0.02% 457 0 0.0% Q2 2026 Jul 09, 2026
Quotient Wealth Partners, LLC History No change 2,790 265 0.01% 0.01% 458 0 0.0% Q2 2026 Aug 03, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 2,771 263 0.0% 0.0% 459 0 0.0% Q2 2026 Aug 04, 2026
Tidal Investments LLC History No change 2,747 261 0.0% 0.0% 460 0 0.0% Q2 2026 Aug 13, 2026
REXFORD CAPITAL INC History No change 2,743 260 0.16% 0.16% 461 0 0.0% Q2 2026 Jul 29, 2026
Rothschild Wealth LLC History No change 2,725 259 0.02% 0.02% 462 0 0.0% Q2 2026 Aug 11, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 2,719 258 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 07, 2026
VestGen Advisors, LLC History No change 2,689 255 0.01% 0.01% 464 0 0.0% Q2 2026 Aug 11, 2026
Polaris Financial Partners History New 2,542 253 0.11% — 465 +2,542 New Q3 2026 Oct 02, 2026
Warren Street Wealth Advisors, LLC History No change 2,645 251 0.06% 0.06% 466 0 0.0% Q2 2026 Jul 22, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 2,632 250 0.03% 0.03% 467 0 0.0% Q2 2026 Jul 10, 2026
Inscription Capital, LLC History No change 2,629 249 0.02% 0.02% 468 0 0.0% Q2 2026 Aug 13, 2026
Ariadne Wealth Management, LP History No change 2,612 248 0.11% 0.11% 469 0 0.0% Q2 2026 Aug 13, 2026
National Philanthropic Trust History No change 2,599 247 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 14, 2026
Stonebrook Private Inc. History No change 2,599 247 0.05% 0.05% 471 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 2,600 247 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Partners, LLC History No change 2,565 243 0.05% 0.05% 473 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 2,547 242 0.0% 0.0% 474 0 0.0% Q2 2026 Aug 03, 2026
Avantax Planning Partners, Inc. History No change 2,536 241 0.01% 0.01% 475 0 0.0% Q2 2026 Jul 28, 2026
Permanens Capital L.P. History No change 2,526 240 0.02% 0.02% 476 0 0.0% Q2 2026 Aug 14, 2026
Braun-Bostich & Associates Inc. History No change 2,528 240 0.13% 0.13% 477 0 0.0% Q2 2026 Jul 24, 2026
Snowden Capital Advisors LLC History No change 2,510 238 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 13, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 2,504 238 0.01% 0.01% 479 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Advisors, LLC History No change 2,512 238 0.1% 0.1% 480 0 0.0% Q2 2026 Aug 14, 2026
ACORN FINANCIAL ADVISORY SERVICES INC /ADV History No change 2,500 237 0.03% 0.03% 481 0 0.0% Q2 2026 Jul 20, 2026
Aviance Capital Partners, LLC History No change 2,500 237 0.02% 0.02% 482 0 0.0% Q2 2026 Jul 30, 2026
WINTON GROUP Ltd History No change 2,500 237 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 07, 2026
CIBC Bancorp USA Inc. History No change 2,498 237 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 13, 2026
Everhart Financial Group, Inc. History Added to 2,381 236 0.01% 0.01% 486 +126 5.59% Q3 2026 Oct 08, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,491 236 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 10, 2026
Revisor Wealth Management LLC History No change 2,472 235 0.06% 0.06% 487 0 0.0% Q2 2026 Jul 21, 2026
Diversified Enterprises, LLC History No change 2,474 235 0.01% 0.01% 488 0 0.0% Q2 2026 Jul 31, 2026
Hidden Cove Wealth Management, LLC History No change 2,445 232 0.13% 0.13% 489 0 0.0% Q2 2026 Jul 21, 2026
Fragasso Financial Advisors Inc History No change 2,436 231 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 09, 2026
Boltwood Capital Management History New 2,300 228 0.05% — 493 +2,300 New Q3 2026 Oct 02, 2026
Advisors Capital Management, LLC History No change 2,403 228 0.0% 0.0% 491 0 0.0% Q2 2026 Aug 11, 2026
Financial Solutions Advisory Group, Inc. History No change 2,329 228 0.03% 0.03% 492 0 0.0% Q2 2026 Jul 13, 2026
Apollon Wealth Management, LLC History No change 2,395 227 0.0% 0.0% 494 0 0.0% Q2 2026 Jul 22, 2026
Inspire Advisors, LLC History No change 2,392 227 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 13, 2026
ROMANO BROTHERS AND COMPANY History No change 2,386 226 0.02% 0.02% 496 0 0.0% Q2 2026 Jul 21, 2026
CreativeOne Wealth, LLC History No change 2,374 225 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 2,355 223 0.01% 0.01% 498 0 0.0% Q2 2026 Jul 13, 2026
Nicholas Hoffman & Company, LLC. History No change 2,339 222 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 04, 2026
Claret Asset Management Corp History No change 2,324 221 0.02% 0.02% 500 0 0.0% Q2 2026 Jul 27, 2026
SUMMIT WEALTH GROUP LLC / CO History No change 2,306 219 0.02% 0.02% 501 0 0.0% Q2 2026 Jul 28, 2026
Owl Creek Wealth Partners LLC History No change 2,299 218 0.06% 0.06% 502 0 0.0% Q2 2026 Jul 20, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 2,267 215 0.01% 0.01% 503 0 0.0% Q2 2026 Jul 31, 2026
Indivisible Partners History No change 2,264 215 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 04, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 2,245 213 0.0% 0.0% 505 0 0.0% Q2 2026 Jul 23, 2026
HUNTINGTON NATIONAL BANK History No change 2,233 212 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 13, 2026
J.W. COLE ADVISORS, INC. History No change 2,236 212 0.0% 0.0% 507 0 0.0% Q2 2026 Jul 21, 2026
Facet Wealth, Inc. History No change 2,235 212 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 27, 2026
JCIC Asset Management Inc. History No change 2,567 211 0.06% 0.06% 509 0 0.0% Q2 2026 Jul 17, 2026
Icon Wealth Advisors, LLC History No change 2,211 210 0.01% 0.01% 510 0 0.0% Q2 2026 Aug 05, 2026
Aspen Grove Capital, LLC History No change 2,170 206 0.03% 0.03% 511 0 0.0% Q2 2026 Aug 14, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 2,171 206 0.05% 0.05% 512 0 0.0% Q2 2026 Aug 13, 2026
Salomon & Ludwin, LLC History No change 2,131 204 0.02% 0.02% 513 0 0.0% Q2 2026 Aug 07, 2026
SCHULHOFF & CO INC History No change 2,140 203 0.08% 0.08% 514 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 2,137 203 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 06, 2026
MOODY NATIONAL BANK TRUST DIVISION History New 2,033 201 0.02% — 517 +2,033 New Q3 2026 Oct 06, 2026
RMR Wealth Builders History No change 2,124 201 0.01% 0.01% 516 0 0.0% Q2 2026 Jul 24, 2026
Verdence Capital Advisors LLC History No change 2,114 200 0.01% 0.01% 518 0 0.0% Q2 2026 Jul 29, 2026
TL Private Wealth History No change 2,055 200 0.07% 0.07% 519 0 0.0% Q2 2026 Jul 08, 2026
BARCLAYS PLC History No change 2,059 195 0.0% 0.0% 520 0 0.0% Q2 2026 Aug 14, 2026
Corient IA LP History No change 1,980 188 0.17% 0.17% 521 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,958 186 0.04% 0.04% 522 0 0.0% Q2 2026 Jul 17, 2026
Raiffeisen Bank International AG History No change 1,950 184 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 1,832 174 0.0% 0.0% 524 0 0.0% Q2 2026 Aug 05, 2026
Medallion Wealth Advisors, LLC History No change 1,779 169 0.05% 0.05% 525 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 1,749 166 0.01% 0.01% 526 0 0.0% Q2 2026 Aug 06, 2026
Grove Bank & Trust History Added to 1,602 159 0.02% 0.01% 527 +8 0.5% Q3 2026 Oct 08, 2026
HM PAYSON & CO History No change 1,588 151 0.0% 0.0% 528 0 0.0% Q2 2026 Jul 17, 2026
UMB Bank, n.a. History No change 1,501 142 0.0% 0.0% 529 0 0.0% Q2 2026 Aug 13, 2026
CoreCap Advisors, LLC History Reduced 1,411 140 0.0% 0.01% 531 -574 -28.92% Q3 2026 Oct 08, 2026
Strategic Investment Advisors / MI History No change 1,479 140 0.01% 0.01% 530 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 1,439 136 0.0% 0.0% 532 0 0.0% Q2 2026 Jul 20, 2026
JFS WEALTH ADVISORS, LLC History No change 1,423 135 0.01% 0.01% 533 0 0.0% Q2 2026 Jul 10, 2026
SUMMIT SECURITIES GROUP LLC History No change 1,400 133 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 03, 2026
Larson Financial Group LLC History No change 1,404 133 0.0% 0.0% 535 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 1,326 126 0.08% 0.08% 536 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 1,315 125 0.0% 0.0% 537 0 0.0% Q2 2026 Jul 21, 2026
AdvisorNet Financial, Inc History No change 1,309 124 0.01% 0.01% 538 0 0.0% Q2 2026 Jul 23, 2026
Bogart Wealth, LLC History No change 1,258 119 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 24, 2026
Parkside Financial Bank & Trust History No change 1,146 108 0.01% 0.01% 540 0 0.0% Q2 2026 Sep 04, 2026
Acropolis Investment Management, LLC History New 1,039 103 0.0% — 541 +1,039 New Q3 2026 Oct 08, 2026
Financial Management Professionals, Inc. History No change 1,058 100 0.01% 0.01% 542 0 0.0% Q2 2026 Jul 09, 2026
Westside Investment Management, Inc. History No change 1,020 96 0.01% 0.01% 543 0 0.0% Q2 2026 Jul 27, 2026
Guardian Partners Inc. History No change 1,000 95 0.01% 0.01% 544 0 0.0% Q2 2026 Jul 29, 2026
GROUP ONE TRADING LLC History No change 950 90 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 945 89 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 907 86 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 10, 2026
True Wealth Design, LLC History No change 900 85 0.02% 0.02% 548 0 0.0% Q2 2026 Jul 16, 2026
PRIVATE TRUST CO NA History No change 893 84 0.01% 0.01% 549 0 0.0% Q2 2026 Jul 28, 2026
Private Wealth Asset Management, LLC History No change 874 83 0.01% 0.01% 550 0 0.0% Q2 2026 Aug 11, 2026
Silver Grove Financial Group, Inc. History No change 872 82 0.04% 0.04% 551 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 855 81 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 15, 2026
Berbice Capital Management LLC History No change 800 76 0.04% 0.04% 553 0 0.0% Q2 2026 Jul 23, 2026
Hanson & Doremus Investment Management History No change 783 74 0.01% 0.01% 554 0 0.0% Q2 2026 Jul 29, 2026
Addison Advisors LLC History No change 763 72 0.03% 0.03% 555 0 0.0% Q2 2026 Aug 10, 2026
CITY HOLDING CO History No change 700 66 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 10, 2026
MCF Advisors LLC History No change 689 65 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 12, 2026
MATHER GROUP, LLC. History No change 677 64 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 27, 2026
StrongBox Wealth, LLC History No change 683 64 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 23, 2026
GW&K Investment Management, LLC History No change 665 63 0.0% 0.0% 560 0 0.0% Q2 2026 Aug 12, 2026
Advisors Preferred, LLC History No change 658 63 0.01% 0.01% 561 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Planning Group LLC History No change 610 62 0.01% 0.01% 562 0 0.0% Q2 2026 Jul 29, 2026
Cape Investment Advisory, Inc. History No change 586 55 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 23, 2026
Triumph Capital Management History No change 570 54 0.01% 0.01% 564 0 0.0% Q2 2026 Jul 20, 2026
Quantum Portfolio Management LLC History No change 570 54 0.02% 0.02% 565 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 575 54 0.0% 0.0% 566 0 0.0% Q2 2026 Jul 24, 2026
Smithfield Trust Co History No change 564 53 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 05, 2026
FINANCIAL CONSULATE, INC History No change 531 50 0.01% 0.01% 568 0 0.0% Q2 2026 Jul 23, 2026
SJS Investment Consulting Inc. History No change 536 50 0.01% 0.01% 569 0 0.0% Q2 2026 Jul 22, 2026
Dunhill Financial, LLC History No change 505 48 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 07, 2026
Accent Capital Management, LLC History No change 492 46 0.02% 0.02% 571 0 0.0% Q2 2026 Aug 12, 2026
Bare Financial Services, Inc History No change 475 45 0.01% 0.01% 572 0 0.0% Q2 2026 Jul 27, 2026
LANARK FINANCIAL, INC. History No change 457 43 0.0% 0.0% 573 0 0.0% Q2 2026 Jul 21, 2026
Cornerstone Financial Management LLC History No change 440 41 0.03% 0.03% 574 0 0.0% Q2 2026 Aug 28, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 416 39 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 07, 2026
SHP Wealth Management History No change 412 39 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 11, 2026
Frazier Financial Advisors, LLC History No change 415 39 0.02% 0.02% 577 0 0.0% Q2 2026 Aug 10, 2026
LRI Investments, LLC History No change 412 39 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 14, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 416 39 0.01% 0.01% 579 0 0.0% Q2 2026 Jul 15, 2026
Bell Investment Advisors, Inc History No change 405 38 0.01% 0.01% 580 0 0.0% Q2 2026 Aug 06, 2026
Essential Partners LLC History No change 397 37 0.02% 0.02% 581 0 0.0% Q2 2026 Aug 10, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 381 36 0.02% 0.02% 582 0 0.0% Q2 2026 Sep 18, 2026
JPL Wealth Management, LLC History No change 383 36 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 13, 2026
Retirement Wealth Solutions LLC History No change 367 36 0.02% 0.02% 584 0 0.0% Q3 2026 Oct 07, 2026
Plante Moran Financial Advisors, LLC History No change 354 33 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 06, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 339 32 0.0% 0.0% 586 0 0.0% Q2 2026 Jul 27, 2026
Physician Wealth Advisors, Inc. History No change 346 32 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 20, 2026
MASECO LLP History No change 329 31 0.0% 0.0% 588 0 0.0% Q2 2026 Aug 05, 2026
Wealth Enhancement Trust Services, Inc. History Reduced 310 30 0.0% 0.01% 592 -820 -72.57% Q3 2026 Oct 07, 2026
BOK Financial Private Wealth, Inc. History No change 324 30 0.0% 0.0% 589 0 0.0% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 318 30 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 05, 2026
Fairscale Capital, LLC History No change 321 30 0.02% 0.02% 591 0 0.0% Q2 2026 Aug 07, 2026
Kilter Group LLC History No change 310 29 0.01% 0.01% 593 0 0.0% Q2 2026 Aug 11, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 294 27 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 17, 2026
Atlatl Advisers LLC History No change 284 27 0.01% 0.01% 595 0 0.0% Q2 2026 Jul 22, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 275 26 0.01% 0.01% 596 0 0.0% Q2 2026 Jul 27, 2026
Vanguard National Trust Co History No change 265 25 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 13, 2026
Principia Wealth Advisory, LLC History No change 266 25 0.01% 0.01% 598 0 0.0% Q2 2026 Aug 26, 2026
Robinswood Financial LLC History No change 266 25 0.01% 0.01% 599 0 0.0% Q2 2026 Jul 14, 2026
ATWOOD & PALMER INC History No change 233 23 0.0% 0.0% 600 0 0.0% Q3 2026 Oct 08, 2026
Transamerica Financial Advisors, LLC History No change 241 23 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 14, 2026
CX Institutional History No change 223 22 0.0% 0.0% 602 0 0.0% Q3 2026 Oct 02, 2026
HHM Wealth Advisors, LLC History No change 235 22 0.0% 0.0% 603 0 0.0% Q2 2026 Jul 13, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 222 22 0.01% 0.01% 604 0 0.0% Q3 2026 Oct 07, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 223 21 0.0% 0.0% 605 0 0.0% Q2 2026 Jul 31, 2026
Signature Equity Partners, LLC History No change 231 21 0.01% 0.01% 606 0 0.0% Q2 2026 Jul 30, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 213 20 0.0% 0.0% 607 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 214 20 0.0% 0.0% 608 0 0.0% Q2 2026 Jul 16, 2026
Indiana Trust & Investment Management Co History No change 220 20 0.01% 0.01% 609 0 0.0% Q2 2026 Jul 22, 2026
VALLEY NATIONAL ADVISERS INC History No change 200 19 0.0% 0.0% 610 0 0.0% Q2 2026 Jul 29, 2026
IMA Advisory Services, Inc. History No change 205 19 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History No change 203 19 0.0% 0.0% 612 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Bancorp, Inc. History No change 203 19 0.0% 0.0% 613 0 0.0% Q2 2026 Jul 28, 2026
Strategic Wealth Partners, Ltd. History No change 203 19 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 12, 2026
MRP Capital Investments, LLC History No change 200 19 0.01% 0.01% 615 0 0.0% Q2 2026 Aug 10, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 208 19 0.0% 0.0% 616 0 0.0% Q2 2026 Aug 13, 2026
Atlantic Union Bankshares Corp History No change 180 17 0.0% 0.0% 617 0 0.0% Q2 2026 Aug 11, 2026
Cassaday & Co Wealth Management LLC History No change 188 17 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 10, 2026
Valued Wealth Advisors LLC History No change 189 17 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 20, 2026
Dogwood Wealth Management LLC History No change 180 17 0.01% 0.01% 620 0 0.0% Q2 2026 Jul 06, 2026
Fortitude Family Office, LLC History No change 169 16 0.0% 0.0% 621 0 0.0% Q2 2026 Jul 20, 2026
Roxbury Financial LLC History No change 168 16 0.01% 0.01% 622 0 0.0% Q3 2026 Oct 01, 2026
Planning Strategies Inc. History New 153 15 0.01% — 627 +153 New Q3 2026 Oct 02, 2026
Vermillion Wealth Management, Inc. History No change 160 15 0.0% 0.0% 623 0 0.0% Q2 2026 Jul 15, 2026
Center for Financial Planning, Inc. History No change 163 15 0.0% 0.0% 624 0 0.0% Q2 2026 Jul 21, 2026
SOA Wealth Advisors, LLC. History No change 15,748 15 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 21, 2026
Rossby Financial, LCC History No change 167 15 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 04, 2026
DUNCKER STREETT & CO INC History No change 148 14 0.0% 0.0% 628 0 0.0% Q2 2026 Jul 28, 2026
FEDERATED HERMES, INC. History No change 151 14 0.0% 0.0% 629 0 0.0% Q2 2026 Aug 12, 2026
Penserra Capital Management LLC History No change 152 14 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 148 14 0.0% 0.0% 631 0 0.0% Q2 2026 Jul 07, 2026
American Capital Advisory, LLC History No change 153 14 0.01% 0.01% 632 0 0.0% Q2 2026 Jul 28, 2026
Havemeyer Place LP History No change 149 14 0.0% 0.0% 633 0 0.0% Q2 2026 Aug 13, 2026
North Star Investment Management Corp. History No change 146 13 0.0% 0.0% 634 0 0.0% Q2 2026 Jul 28, 2026
MV CAPITAL MANAGEMENT, INC. History No change 143 13 0.0% 0.0% 635 0 0.0% Q2 2026 Jul 30, 2026
Independence Bank of Kentucky History No change 136 12 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 13, 2026
CVA Family Office, LLC History No change 136 12 0.0% 0.0% 637 0 0.0% Q2 2026 Aug 07, 2026
Golden State Wealth Management, LLC History No change 125 11 0.0% 0.0% 638 0 0.0% Q2 2026 Jul 22, 2026
Rachor Investment Advisory Services, LLC History No change 120 11 0.01% 0.01% 639 0 0.0% Q2 2026 Jul 16, 2026
Bayforest Capital Ltd History No change 117 11 0.01% 0.01% 640 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History No change 111 10 0.0% 0.0% 641 0 0.0% Q2 2026 Jul 31, 2026
Continuum Advisory, LLC History No change 114 10 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 06, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History No change 112 10 0.0% 0.0% 643 0 0.0% Q2 2026 Jul 20, 2026
Downshift Financial, LLC History No change 108 10 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 12, 2026
Regatta Research & Money Management History No change 115 10 0.01% 0.01% 645 0 0.0% Q2 2026 Aug 11, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 100 9 0.01% 0.01% 646 0 0.0% Q2 2026 Aug 04, 2026
FNY Investment Advisers, LLC History No change 100 9 0.0% 0.0% 647 0 0.0% Q2 2026 Jul 08, 2026
Costello Asset Management, INC History No change 100 9 0.0% 0.0% 648 0 0.0% Q2 2026 Jul 28, 2026
HOEY INVESTMENTS, INC History No change 100 9 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 27, 2026
Acumen Wealth Advisors, LLC History No change 98 9 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 03, 2026
Main Street Group, LTD History No change 100 9 0.0% 0.0% 651 0 0.0% Q2 2026 Jul 13, 2026
PlanVest Financial, Inc History No change 100 9 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History New 90 8 0.0% — 656 +90 New Q3 2026 Oct 09, 2026
Turim 21 Investimentos Ltda. History No change 92 8 0.0% 0.0% 653 0 0.0% Q2 2026 Aug 10, 2026
WPG Advisers, LLC History No change 93 8 0.0% 0.0% 654 0 0.0% Q2 2026 Aug 05, 2026
Burk Holdings LLC History No change 88 8 0.0% 0.0% 655 0 0.0% Q2 2026 Aug 12, 2026
Institute for Wealth Management, LLC. History No change 80 7 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 28, 2026
JNBA Financial Advisors History No change 84 7 0.0% 0.0% 658 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 75 7 0.0% 0.0% 659 0 0.0% Q2 2026 Jul 23, 2026
Kozak & Associates, Inc. History No change 79 7 0.0% 0.0% 660 0 0.0% Q2 2026 Jul 02, 2026
Archer Investment Corp History No change 83 7 0.0% 0.0% 661 0 0.0% Q2 2026 Aug 03, 2026
CENTRAL TRUST Co History No change 68 6 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 31, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 69 6 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 05, 2026
Trust Co History No change 68 6 0.0% 0.0% 664 0 0.0% Q3 2026 Oct 09, 2026
Glen Eagle Advisors, LLC History No change 69 6 0.0% 0.0% 665 0 0.0% Q2 2026 Aug 14, 2026
Aventura Private Wealth, LLC History No change 69 6 0.0% 0.0% 666 0 0.0% Q2 2026 Jul 15, 2026
TIAA Wealth Investment Management LLC History No change 68 6 0.0% 0.0% 667 0 0.0% Q2 2026 Aug 10, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 70 6 0.01% 0.01% 668 0 0.0% Q2 2026 Jul 09, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 54 5 0.0% 0.0% 669 0 0.0% Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History No change 60 5 0.0% 0.0% 670 0 0.0% Q2 2026 Aug 06, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 57 5 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 20, 2026
City State Bank History No change 60 5 0.0% 0.0% 672 0 0.0% Q2 2026 Jul 14, 2026
Whipplewood Advisors, LLC History No change 58 5 0.0% 0.0% 673 0 0.0% Q2 2026 Jul 27, 2026
Synergy Investment Management, LLC History No change 57 5 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 55 5 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 11, 2026
Highland Investment Advisors LLC History No change 61 5 0.0% 0.0% 676 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 44 4 0.0% 0.0% 677 0 0.0% Q2 2026 Sep 02, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 46 4 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 13, 2026
EASTERN BANK History No change 49 4 0.0% 0.0% 679 0 0.0% Q3 2026 Oct 05, 2026
GHP Investment Advisors, Inc. History No change 44 4 0.0% 0.0% 680 0 0.0% Q2 2026 Jul 17, 2026
Asset Dedication, LLC History No change 52 4 0.0% 0.0% 681 0 0.0% Q2 2026 Jul 30, 2026
Clean Yield Group History No change 48 4 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 05, 2026
Ninepoint Partners LP History No change 45 4 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 11, 2026
New England Capital Financial Advisors LLC History No change 50 4 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 27, 2026
Nemes Rush Group LLC History No change 50 4 0.0% 0.0% 685 0 0.0% Q2 2026 Aug 14, 2026
WealthCollab, LLC History No change 52 4 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 10, 2026
Murphy & Mullick Capital Management Corp History No change 50 4 0.0% 0.0% 687 0 0.0% Q2 2026 Aug 14, 2026
Nova Wealth Management, Inc. History No change 46 4 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 13, 2026
MidFirst Bank History No change 46 4 0.0% 0.0% 689 0 0.0% Q2 2026 Aug 07, 2026
Allied Private Wealth LLC History No change 43 4 0.0% 0.0% 690 0 0.0% Q2 2026 Jul 09, 2026
Markowski Investments History No change 43 4 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 24 3 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 34 3 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 21, 2026
Wilmington Savings Fund Society, FSB History No change 34 3 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 28, 2026
Key FInancial Inc History No change 39 3 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 24, 2026
Beaird Harris Wealth Management, LLC History No change 40 3 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 08, 2026
Wiser Advisor Group LLC History No change 41 3 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 14, 2026
Financial Network Wealth Advisors LLC History No change 40 3 0.0% 0.0% 698 0 0.0% Q2 2026 Jul 29, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 38 3 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 32 3 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 11, 2026
TD Capital Management LLC History No change 23 2 0.0% 0.0% 701 0 0.0% Q2 2026 Aug 06, 2026
Silicon Valley Capital Partners History No change 29 2 0.0% 0.0% 702 0 0.0% Q2 2026 Sep 21, 2026
Nalls Sherbakoff Group, LLC History No change 25 2 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 17, 2026
SITTNER & NELSON, LLC History No change 23 2 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 07, 2026
Trifecta Capital Advisors, LLC History No change 22 2 0.0% 0.0% 705 0 0.0% Q2 2026 Aug 03, 2026
Monetary Solutions, Ltd History No change 29 2 0.0% 0.0% 706 0 0.0% Q2 2026 Jul 23, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 16 1 0.0% — 720 +16 New Q3 2026 Oct 09, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 10 1 0.0% 0.0% 707 0 0.0% Q2 2026 Aug 18, 2026
WEBSTER BANK, N. A. History No change 18 1 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 20, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 11 1 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 21, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 16 1 0.0% 0.0% 710 0 0.0% Q2 2026 Jul 21, 2026
WELLINGTON-ALTUS USA INC. History No change 21 1 0.0% 0.0% 711 0 0.0% Q2 2026 Sep 17, 2026
NFJ INVESTMENT GROUP, LLC History No change 13 1 0.0% 0.0% 712 0 0.0% Q2 2026 Aug 11, 2026
Quent Capital, LLC History No change 20 1 0.0% 0.0% 713 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 21 1 0.0% 0.0% 714 0 0.0% Q2 2026 Jul 10, 2026
Buck Wealth Strategies, LLC History No change 15 1 0.0% 0.0% 715 0 0.0% Q2 2026 Jul 30, 2026
Caitlin John, LLC History No change 16 1 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 17, 2026
Breakwater Investment Management History No change 21 1 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 06, 2026
Noble Wealth Management PBC History No change 16 1 0.0% 0.0% 718 0 0.0% Q3 2026 Oct 01, 2026
Caldwell Trust Co History No change 13 1 0.0% 0.0% 719 0 0.0% Q2 2026 Aug 03, 2026
CenterStar Asset Management, LLC History Closed out 0 0 — 0.4% — -25,000 -100.0% Q3 2026 Oct 09, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — — — -6 -100.0% Q3 2026 Oct 08, 2026
ALERUS FINANCIAL NA History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
TSFG, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Kingdom Financial Group LLC. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Decker Retirement Planning Inc. History No change 6 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Rakuten Securities, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Mosley Wealth Management History No change 10 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Nvest Wealth Strategies, Inc. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 10, 2026