INTERCONTINENTAL HOTELS GROUP PLC /NEW/ - IHG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | No change | 5,916,383 | 1,024,244 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canoe Financial LP | History | No change | 902,654 | 155,482 | 1.93% | 1.93% | 2 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MORGAN STANLEY | History | No change | 822,732 | 142,431 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 703,124 | 121,724 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 501,366 | 86,796 | 0.1% | 0.1% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 499,739 | 86,514 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 492,070 | 85,187 | 0.04% | 0.04% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 481,856 | 83,655 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 474,182 | 81,962 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 450,542 | 77,997 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 392,528 | 67,954 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 313,144 | 54,217 | 0.07% | 0.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 289,115 | 50,051 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 271,081 | 46,929 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 207,804 | 35,975 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 207,155 | 35,862 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 186,374 | 32,265 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 180,991 | 31,333 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 171,354 | 29,664 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 169,428 | 29,331 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 154,135 | 26,683 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ABC ARBITRAGE SA | History | No change | 153,668 | 26,603 | 2.87% | 2.87% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 151,794 | 26,278 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 116,085 | 20,096 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 145,618 | 19,434 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 108,690 | 18,816 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 96,109 | 16,638 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Voleon Capital Management LP | History | No change | 92,149 | 15,952 | 0.29% | 0.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 89,900 | 15,563 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 84,785 | 14,678 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henry James International Management Inc. | History | No change | 65,661 | 11,367 | 3.41% | 3.41% | 31 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| UBS Group AG | History | No change | 58,666 | 10,156 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 57,935 | 10,029 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 54,552 | 9,396 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 54,243 | 9,390 | 0.08% | 0.08% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walter Public Investments Inc. | History | No change | 53,354 | 9,190 | 2.21% | 2.21% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 50,240 | 8,697 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 48,541 | 8,403 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 47,047 | 8,144 | 0.25% | 0.25% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 39,404 | 6,821 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | No change | 38,964 | 6,745 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 35,476 | 6,141 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,844 | 6,032 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 31,663 | 5,481 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 31,176 | 5,397 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 30,528 | 5,285 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradewinds, LLC. | History | No change | 16,233 | 5,248 | 1.18% | 1.18% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital World Investors | History | No change | 29,675 | 5,152 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 28,784 | 4,983 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 25,177 | 4,357 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 25,109 | 4,346 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 1832 Asset Management L.P. | History | No change | 23,555 | 4,077 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 20,683 | 3,580 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 19,627 | 3,397 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 18,898 | 3,271 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 18,825 | 3,258 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 22,026 | 3,192 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 17,748 | 3,072 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 17,109 | 2,961 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 16,723 | 2,895 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 16,306 | 2,747 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 15,625 | 2,705 | 0.04% | 0.04% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 15,352 | 2,657 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 15,225 | 2,635 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,058 | 2,606 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 14,868 | 2,573 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 14,791 | 2,560 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 14,726 | 2,549 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 14,716 | 2,547 | 0.12% | 0.12% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 14,512 | 2,512 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 13,294 | 2,303 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | No change | 13,197 | 2,284 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 13,177 | 2,281 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 12,465 | 2,157 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DV EQUITIES, LLC | History | No change | 12,122 | 2,098 | 0.3% | 0.3% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 12,055 | 2,086 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 11,526 | 1,995 | 0.73% | 0.73% | 77 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Corient Private Wealth LP | History | No change | 11,436 | 1,979 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 11,358 | 1,966 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 11,110 | 1,923 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 10,850 | 1,878 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optiver Holding B.V. | History | No change | 10,674 | 1,847 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 10,597 | 1,834 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 10,424 | 1,804 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 9,877 | 1,709 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Uniplan Investment Counsel, Inc. | History | No change | 9,755 | 1,688 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 9,733 | 1,684 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 9,043 | 1,565 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 9,004 | 1,558 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 8,950 | 1,549 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 8,859 | 1,533 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 8,608 | 1,490 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 8,445 | 1,461 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 8,426 | 1,458 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,379 | 1,450 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vident Advisory, LLC | History | No change | 8,313 | 1,439 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantbot Technologies LP | History | No change | 7,758 | 1,343 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 7,592 | 1,314 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,064 | 1,222 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 6,967 | 1,206 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 6,788 | 1,175 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Storgate, LLC | History | No change | 6,603 | 1,143 | 0.24% | 0.24% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | No change | 6,456 | 1,117 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,371 | 1,102 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Verdence Capital Advisors LLC | History | No change | 6,278 | 1,086 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Henshaw Capital LLC | History | No change | 6,196 | 1,072 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FCA CORP /TX | History | No change | 6,103 | 1,056 | 0.26% | 0.26% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fiera Capital Corp | History | No change | 6,098 | 1,055 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | No change | 5,701 | 986 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 5,701 | 986 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RHUMBLINE ADVISERS | History | No change | 5,565 | 963 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | History | No change | 5,505 | 952 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 5,295 | 916 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 5,264 | 911 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 5,127 | 887 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| M&T BANK CORP | History | No change | 5,123 | 886 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,955 | 857 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aquatic Capital Management LLC | History | No change | 4,925 | 852 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,916 | 851 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 4,920 | 851 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Americana Partners, LLC | History | No change | 4,853 | 840 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Asset Management Inc | History | No change | 4,710 | 815 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,567 | 791 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,434 | 767 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 4,298 | 744 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,169 | 722 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Expressive Wealth LLC | History | No change | 4,145 | 717 | 0.68% | 0.68% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 4,110 | 711 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,923 | 679 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Promethos Capital, LLC | History | No change | 3,817 | 660 | 0.18% | 0.18% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,759 | 650 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,747 | 648 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Verition Fund Management LLC | History | No change | 3,395 | 587 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,394 | 587 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Engineers Gate Manager LP | History | No change | 3,382 | 585 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 3,375 | 584 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 3,343 | 578 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cordatus Wealth Management LLC | History | No change | 3,311 | 573 | 0.13% | 0.13% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Neuberger Berman Group LLC | History | No change | 3,257 | 563 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,420 | 549 | 0.05% | 0.05% | 140 | +72 | 2.15% | Q3 2026 | Oct 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 3,083 | 524 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 3,000 | 519 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,987 | 517 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| J.Safra Asset Management Corp | History | No change | 2,990 | 517 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,964 | 513 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Caprock Group, LLC | History | No change | 2,857 | 494 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STATE STREET CORP | History | No change | 2,833 | 490 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,759 | 477 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 2,688 | 465 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 2,670 | 462 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,610 | 451 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Abundance Wealth Counselors | History | No change | 2,569 | 444 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,558 | 442 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aviso Financial Inc. | History | No change | 2,548 | 441 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,504 | 433 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 2,443 | 422 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,432 | 421 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUREfi Wealth, LLC | History | No change | 2,278 | 394 | 0.22% | 0.22% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HB Wealth Management, LLC | History | No change | 2,274 | 393 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Athena Wealth Management, LLC | History | No change | 2,230 | 386 | 0.29% | 0.29% | 160 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,324 | 383 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,195 | 380 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,168 | 375 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,161 | 374 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Net Worth Advisory Group | History | No change | 2,128 | 368 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,107 | 364 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | No change | 2,039 | 352 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | No change | 2,011 | 348 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Brown Financial Advisors | History | No change | 1,977 | 342 | 0.12% | 0.12% | 169 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| DENALI ADVISORS LLC | History | No change | 1,964 | 340 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mattson Financial Services, LLC | History | No change | 2,083 | 333 | 0.07% | 0.07% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PDS Planning, Inc | History | No change | 1,919 | 332 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Squarepoint Ops LLC | History | No change | 1,919 | 332 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 1,910 | 330 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RIA Advisory Group LLC | History | No change | 1,904 | 329 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 1,875 | 324 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Limestone Investment Advisors LP | History | No change | 1,864 | 322 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,855 | 321 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 1,765 | 306 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 1,767 | 306 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,748 | 302 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trek Financial, LLC | History | No change | 1,732 | 299 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 1,729 | 299 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 1,732 | 299 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 1,724 | 298 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,724 | 298 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 1,673 | 289 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Stirlingshire Investments, Inc. | History | No change | 1,669 | 288 | 0.21% | 0.21% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,612 | 279 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,578 | 273 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 1,536 | 265 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,519 | 263 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,488 | 257 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,444 | 250 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NewEdge Wealth, LLC | History | No change | 1,439 | 249 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,548 | 248 | 0.0% | 0.0% | 196 | -131 | -7.8% | Q3 2026 | Oct 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,386 | 239 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 1,379 | 238 | 0.06% | 0.06% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baron Wealth Management LLC | History | No change | 1,364 | 236 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,357 | 234 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 1,349 | 233 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 1,340 | 231 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Traveka Wealth, LLC | History | No change | 1,324 | 229 | 0.08% | 0.08% | 203 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 1,256 | 217 | 0.06% | 0.06% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 1,244 | 215 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,227 | 212 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,207 | 208 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 1,203 | 208 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 1,205 | 208 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,156 | 200 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 1,097 | 189 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 1,024 | 177 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 892 | 154 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 867 | 150 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 835 | 144 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 787 | 136 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 727 | 125 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arax Advisory Partners | History | No change | 673 | 116 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 511 | 88 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 494 | 85 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 475 | 82 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cromwell Holdings LLC | History | No change | 447 | 77 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 398 | 68 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 392 | 67 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 381 | 65 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 359 | 62 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hilltop National Bank | History | No change | 334 | 57 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Parkside Financial Bank & Trust | History | No change | 326 | 56 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 313 | 54 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ares Financial Consulting, LLC | History | No change | 263 | 45 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIFTH THIRD BANCORP | History | No change | 246 | 42 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 248 | 42 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 239 | 41 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 216 | 37 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 198 | 34 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 193 | 33 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| UMB Bank, n.a. | History | No change | 190 | 32 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 171 | 29 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 173 | 29 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morse Asset Management, Inc | History | No change | 150 | 25 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| V-Square Quantitative Management LLC | History | No change | 142 | 24 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wiser Advisor Group LLC | History | No change | 141 | 24 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ninety One UK Ltd | History | No change | 134 | 23 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 125 | 21 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 124 | 21 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Accent Capital Management, LLC | History | No change | 99 | 17 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST HORIZON CORP | History | No change | 94 | 16 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 98 | 16 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 96 | 16 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CENTRAL TRUST Co | History | No change | 81 | 14 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Salomon & Ludwin, LLC | History | No change | 87 | 14 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 82 | 14 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EFG International AG | History | No change | 78 | 13 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 62 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 60 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 58 | 10 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 56 | 9 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bare Financial Services, Inc | History | No change | 57 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 47 | 8 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 65 | 8 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Cornerstone Planning Group LLC | History | No change | 52 | 8 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | No change | 51 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 42 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 43 | 7 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW&K Investment Management, LLC | History | No change | 36 | 6 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilter Group LLC | History | No change | 37 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 34 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 29 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bravera Wealth | History | No change | 30 | 5 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 28 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independence Bank of Kentucky | History | No change | 24 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 21 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 19 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Park Place Capital Corp | History | No change | 21 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 23 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 24 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 13 | 2 | 0.0% | — | 289 | +13 | New | Q3 2026 | Oct 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 13 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Asset Dedication, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFP Advisors, Inc | History | No change | 15 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | No change | 14 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Capital Advisory, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Key Capital Management, INC | History | No change | 13 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 6 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NBT BANK, N.A. | History | No change | 7 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOTCO | History | No change | 6 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 11 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |