ORIX CORP - IX
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 | Added to | 6,033,914 | 229,530 | 0.01% | 0.01% | 1 | +89,911 | 1.51% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 4,998,666 | 190,149 | 0.01% | 0.01% | 2 | -8,549 | -0.17% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,225,609 | 122,702 | 0.01% | 0.01% | 3 | +331,717 | 11.46% | Q2 2026 | Aug 14, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 1,822,511 | 69,328 | 1.23% | 1.08% | 4 | -17,547 | -0.95% | Q2 2026 | Aug 04, 2026 |
| Clearbridge Investments, LLC | History | Added to | 1,752,822 | 66,677 | 0.06% | 0.03% | 5 | +703,278 | 67.01% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,356,665 | 51,607 | 0.01% | 0.01% | 6 | +47,257 | 3.61% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | Added to | 1,220,846 | 46,440 | 0.46% | 0.33% | 7 | +140,485 | 13.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,158,412 | 44,065 | 0.02% | 0.01% | 8 | +196,012 | 20.37% | Q2 2026 | Aug 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,147,000 | 43,631 | 0.3% | 0.27% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,048,981 | 39,903 | 0.04% | 0.03% | 10 | +278,382 | 36.13% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,038,092 | 39,489 | 0.05% | 0.05% | 11 | +113,677 | 12.3% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Reduced | 903,214 | 34,358 | 0.0% | 0.0% | 12 | -35,753 | -3.81% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 785,332 | 29,872 | 0.01% | 0.0% | 13 | +274,264 | 53.66% | Q2 2026 | Sep 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 654,254 | 25,044 | 0.01% | 0.01% | 14 | +47,954 | 7.91% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 564,688 | 21,701 | 0.0% | 0.0% | 15 | +250,546 | 79.76% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 520,280 | 19,791 | 0.0% | 0.0% | 16 | +60,267 | 13.1% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 391,459 | 14,891 | 0.07% | 0.04% | 17 | +100,380 | 34.49% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 382,934 | 14,566 | 0.0% | 0.0% | 18 | +30,862 | 8.77% | Q2 2026 | Aug 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 348,148 | 13,243 | 0.44% | 0.36% | 19 | +12,770 | 3.81% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 280,804 | 10,681 | 0.0% | 0.0% | 20 | +108,759 | 63.22% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 271,060 | 10,311 | 0.0% | 0.0% | 21 | +61,508 | 29.35% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | Added to | 219,971 | 8,326 | 0.13% | 0.01% | 22 | +199,549 | 977.13% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 199,365 | 7,583 | 1.04% | 0.92% | 23 | -3,792 | -1.87% | Q2 2026 | Jul 09, 2026 |
| Calamos Wealth Management LLC | History | Added to | 181,922 | 6,920 | 0.21% | 0.17% | 24 | +18,582 | 11.38% | Q2 2026 | Jul 31, 2026 |
| SEI INVESTMENTS CO | History | Added to | 178,737 | 6,798 | 0.01% | 0.0% | 25 | +19,209 | 12.04% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 175,597 | 6,679 | 0.01% | 0.01% | 26 | +9,797 | 5.91% | Q2 2026 | Aug 19, 2026 |
| Bank of New York Mellon Corp | History | Added to | 173,045 | 6,582 | 0.0% | 0.0% | 27 | +18,568 | 12.02% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 170,373 | 6,480 | 0.07% | 0.05% | 28 | +9,831 | 6.12% | Q2 2026 | Aug 03, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 166,395 | 6,329 | 0.05% | 0.05% | 29 | +13,092 | 8.54% | Q2 2026 | Sep 23, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 165,949 | 6,312 | 0.37% | 0.34% | 30 | -9,223 | -5.27% | Q2 2026 | Jul 21, 2026 |
| Gradient Investments LLC | History | Added to | 165,151 | 6,282 | 0.09% | 0.07% | 31 | +7,697 | 4.89% | Q2 2026 | Jul 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 162,560 | 6,183 | 0.01% | 0.0% | 32 | +92,119 | 130.77% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 142,762 | 5,430 | 0.07% | 0.06% | 33 | -1,474 | -1.02% | Q2 2026 | Jul 16, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 139,524 | 5,307 | 0.04% | 0.04% | 34 | +4,829 | 3.59% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | Added to | 131,236 | 4,992 | 0.01% | 0.01% | 35 | +8,244 | 6.7% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 128,737 | 4,897 | 0.07% | 0.05% | 36 | +24,640 | 23.67% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 121,062 | 4,605 | 0.0% | 0.0% | 37 | +32,612 | 36.87% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 120,625 | 4,588 | 0.01% | 0.01% | 38 | -2,737 | -2.22% | Q2 2026 | Aug 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 114,400 | 4,351 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 112,461 | 4,277 | 0.03% | 0.02% | 40 | +15,920 | 16.49% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 107,109 | 4,074 | 0.01% | 0.01% | 41 | +40,735 | 61.37% | Q2 2026 | Aug 07, 2026 |
| BTC Capital Management, Inc. | History | Added to | 106,698 | 4,058 | 0.25% | 0.11% | 42 | +54,413 | 104.07% | Q2 2026 | Jul 16, 2026 |
| Callan Family Office, LLC | History | Added to | 105,134 | 3,999 | 0.08% | 0.07% | 43 | +1,096 | 1.05% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 97,086 | 3,693 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 93,617 | 3,561 | 0.22% | 0.21% | 45 | +350 | 0.38% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | Added to | 92,534 | 3,520 | 0.0% | 0.0% | 46 | +16,038 | 20.97% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 90,551 | 3,444 | 0.04% | 0.04% | 47 | +23,562 | 35.17% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | Added to | 88,625 | 3,371 | 0.0% | 0.0% | 48 | +11,718 | 15.24% | Q2 2026 | Aug 13, 2026 |
| Henry James International Management Inc. | History | Reduced | 88,169 | 3,353 | 1.0% | 1.21% | 49 | -23,286 | -20.89% | Q2 2026 | Jul 09, 2026 |
| Artemis Investment Management LLP | History | New | 85,561 | 3,254 | 0.03% | — | 50 | +85,561 | New | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 84,052 | 3,197 | 0.0% | 0.0% | 51 | +53,212 | 172.54% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 82,993 | 3,157 | 0.0% | 0.0% | 52 | +17,011 | 25.78% | Q2 2026 | Aug 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 73,960 | 2,813 | 0.05% | 0.05% | 53 | -314 | -0.42% | Q2 2026 | Aug 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 73,134 | 2,782 | 0.08% | 0.07% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 72,488 | 2,757 | 0.0% | 0.0% | 55 | +6,016 | 9.05% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | Added to | 72,570 | 2,751 | 0.01% | 0.01% | 56 | +3,674 | 5.33% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 66,709 | 2,537 | 0.0% | 0.0% | 57 | +135 | 0.2% | Q2 2026 | Aug 11, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 66,449 | 2,527 | 0.59% | 0.49% | 58 | +3,215 | 5.08% | Q2 2026 | Jul 31, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 66,400 | 2,525 | 0.54% | 0.47% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 60,348 | 2,295 | 0.03% | 0.03% | 60 | +3,442 | 6.05% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 58,650 | 2,231 | 0.0% | 0.0% | 61 | -5,117 | -8.02% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 53,550 | 2,044 | 0.0% | 0.0% | 62 | +4,339 | 8.82% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 53,601 | 2,039 | 0.01% | 0.01% | 63 | +2,246 | 4.37% | Q2 2026 | Aug 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,651 | 2,002 | 0.0% | 0.0% | 64 | +5,990 | 12.84% | Q2 2026 | Aug 07, 2026 |
| DGS Capital Management, LLC | History | No change | 64,937 | 1,947 | 0.32% | 0.32% | 65 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ativo Capital Management LLC | History | Reduced | 51,144 | 1,945 | 1.49% | 1.33% | 66 | -5 | -0.01% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 49,987 | 1,901 | 0.0% | 0.0% | 67 | +22,684 | 83.08% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Added to | 48,379 | 1,840 | 0.0% | 0.0% | 68 | +3,970 | 8.94% | Q2 2026 | Aug 03, 2026 |
| Corient Private Wealth LP | History | Added to | 45,724 | 1,739 | 0.0% | 0.0% | 69 | +3,113 | 7.31% | Q2 2026 | Aug 27, 2026 |
| CWM, LLC | History | No change | 57,631 | 1,728 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 45,373 | 1,725 | 0.0% | 0.0% | 71 | +12,585 | 38.38% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,868 | 1,706 | 0.01% | 0.0% | 72 | +21,531 | 92.26% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 42,137 | 1,602 | 0.0% | 0.0% | 73 | -98,619 | -70.06% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 39,851 | 1,515 | 0.0% | 0.0% | 74 | -17,342 | -30.32% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 39,754 | 1,512 | 0.0% | 0.0% | 75 | +2,107 | 5.6% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 38,623 | 1,469 | 0.0% | 0.0% | 76 | +12,616 | 48.51% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Added to | 37,940 | 1,443 | 0.0% | 0.0% | 77 | +3,357 | 9.71% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 37,467 | 1,425 | 0.0% | 0.0% | 78 | +5,017 | 15.46% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 36,300 | 1,380 | 0.01% | 0.01% | 79 | -1,075 | -2.88% | Q2 2026 | Jul 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 35,442 | 1,348 | 0.0% | 0.0% | 80 | +15,499 | 77.72% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 34,416 | 1,309 | 0.0% | 0.0% | 81 | -1,308 | -3.66% | Q2 2026 | Aug 05, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 33,056 | 1,257 | 0.06% | 0.06% | 82 | -945 | -2.78% | Q2 2026 | Jul 16, 2026 |
| Cetera Investment Advisers | History | Added to | 32,926 | 1,252 | 0.0% | 0.0% | 83 | +5,311 | 19.23% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 32,215 | 1,237 | 0.0% | 0.0% | 84 | +2,472 | 8.31% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 32,308 | 1,228 | 0.06% | 0.05% | 85 | +2,603 | 8.76% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | No change | 32,135 | 1,222 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Caprock Group, LLC | History | Reduced | 31,176 | 1,185 | 0.02% | 0.02% | 87 | -1,065 | -3.3% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,883 | 1,175 | 0.01% | 0.01% | 88 | +2,043 | 7.08% | Q2 2026 | Jul 20, 2026 |
| Ethic Inc. | History | Added to | 30,338 | 1,154 | 0.01% | 0.01% | 89 | +12,387 | 69.0% | Q2 2026 | Jul 29, 2026 |
| SYON CAPITAL LLC | History | Added to | 29,862 | 1,135 | 0.05% | 0.04% | 90 | +1,273 | 4.45% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 29,371 | 1,117 | 0.01% | 0.01% | 91 | +2,554 | 9.52% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 28,548 | 1,097 | 0.0% | — | 92 | +28,548 | New | Q2 2026 | Jul 27, 2026 |
| OneAscent Investment Solutions LLC | History | New | 27,978 | 1,064 | 1.01% | — | 93 | +27,978 | New | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | Added to | 31,155 | 1,063 | 0.0% | 0.0% | 95 | +12,678 | 68.62% | Q2 2026 | Aug 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 27,960 | 1,063 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 27,725 | 1,054 | 0.0% | — | 96 | +27,725 | New | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 27,576 | 1,048 | 0.03% | 0.01% | 97 | +13,427 | 94.9% | Q2 2026 | Jul 08, 2026 |
| Investment Research Partners LLC | History | Added to | 27,303 | 1,038 | 0.35% | 0.3% | 98 | +2,479 | 9.99% | Q2 2026 | Aug 04, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 27,258 | 1,036 | 0.05% | — | 100 | +27,258 | New | Q2 2026 | Aug 03, 2026 |
| Plan A Wealth LLC | History | Added to | 27,237 | 1,036 | 0.44% | 0.36% | 99 | +2,037 | 8.08% | Q2 2026 | Jul 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 26,360 | 1,002 | 0.0% | 0.0% | 101 | +373 | 1.44% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | Added to | 26,330 | 1,001 | 0.01% | 0.01% | 102 | +472 | 1.83% | Q2 2026 | Aug 04, 2026 |
| Lido Advisors, LLC | History | Added to | 25,563 | 972 | 0.0% | 0.0% | 103 | +2,330 | 10.03% | Q2 2026 | Aug 07, 2026 |
| Compound Planning, Inc. | History | Added to | 25,465 | 968 | 0.03% | 0.02% | 104 | +2,305 | 9.95% | Q2 2026 | Aug 04, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 24,810 | 943 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Reduced | 24,589 | 935 | 0.01% | 0.01% | 106 | -1,436 | -5.52% | Q2 2026 | Jul 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 24,548 | 933 | 0.02% | 0.02% | 107 | +1,549 | 6.74% | Q2 2026 | Aug 03, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 24,015 | 913 | 0.28% | 0.25% | 108 | -1,175 | -4.66% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,788 | 904 | 0.0% | 0.0% | 109 | +4,725 | 24.79% | Q2 2026 | Jul 28, 2026 |
| XTX Topco Ltd | History | Reduced | 22,885 | 870 | 0.01% | 0.01% | 110 | -3,710 | -13.95% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 22,727 | 864 | 0.03% | 0.03% | 111 | +2,452 | 12.09% | Q2 2026 | Jul 20, 2026 |
| Nuveen, LLC | History | New | 22,021 | 837 | 0.0% | — | 112 | +22,021 | New | Q2 2026 | Aug 11, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 21,467 | 816 | 0.0% | 0.0% | 113 | +12,386 | 136.39% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 21,251 | 808 | 0.0% | — | 114 | +21,251 | New | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 20,919 | 795 | 0.01% | — | 115 | +20,919 | New | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | Added to | 20,736 | 788 | 0.01% | 0.0% | 116 | +3,989 | 23.82% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | Added to | 20,456 | 778 | 0.07% | 0.06% | 117 | +4,208 | 25.9% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 20,175 | 767 | 0.07% | 0.06% | 118 | -961 | -4.55% | Q2 2026 | Jul 02, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 18,666 | 710 | 0.01% | 0.01% | 119 | -148 | -0.79% | Q2 2026 | Aug 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 17,805 | 677 | 0.0% | — | 120 | +17,805 | New | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,751 | 637 | 0.0% | 0.0% | 121 | +1,802 | 12.05% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 16,606 | 631 | 0.01% | 0.01% | 122 | -3 | -0.02% | Q2 2026 | Jul 23, 2026 |
| Brooklyn Investment Group | History | No change | 20,559 | 616 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 16,050 | 610 | 0.01% | 0.01% | 124 | -2,950 | -15.53% | Q2 2026 | Jul 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 15,836 | 602 | 0.01% | 0.01% | 126 | +541 | 3.54% | Q2 2026 | Jul 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,833 | 602 | 0.0% | 0.0% | 125 | -260 | -1.62% | Q2 2026 | Aug 13, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 15,576 | 592 | 0.02% | 0.02% | 127 | -425 | -2.66% | Q2 2026 | Aug 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 15,476 | 588 | 0.01% | 0.01% | 128 | +3,179 | 25.85% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,894 | 566 | 0.0% | 0.0% | 129 | +2,565 | 20.8% | Q2 2026 | Aug 13, 2026 |
| JMN Financial LLC | History | Reduced | 14,898 | 566 | 0.44% | 0.5% | 130 | -1,917 | -11.4% | Q2 2026 | Aug 10, 2026 |
| XPONANCE LLC | History | Added to | 14,828 | 564 | 0.0% | 0.0% | 131 | +6,615 | 80.54% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,423 | 548 | 0.0% | 0.0% | 132 | +9,014 | 166.65% | Q2 2026 | Aug 14, 2026 |
| Hardy Reed LLC | History | No change | 14,335 | 545 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,043 | 534 | 0.0% | 0.0% | 134 | +2,567 | 22.37% | Q2 2026 | Aug 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 13,464 | 512 | 0.01% | 0.01% | 135 | +5,007 | 59.21% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Reduced | 13,440 | 511 | 0.0% | 0.0% | 136 | -36 | -0.27% | Q2 2026 | Jul 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,444 | 501 | 0.0% | 0.0% | 137 | +4,512 | 56.88% | Q2 2026 | Jul 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 13,166 | 500 | 0.0% | 0.0% | 138 | -11,272 | -46.12% | Q2 2026 | Aug 14, 2026 |
| Optas, LLC | History | Added to | 12,930 | 491 | 0.07% | 0.06% | 139 | +99 | 0.77% | Q2 2026 | Jul 21, 2026 |
| PDS Planning, Inc | History | Reduced | 12,787 | 486 | 0.03% | 0.03% | 140 | -7 | -0.05% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 12,703 | 483 | 0.0% | — | 141 | +12,703 | New | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | New | 12,677 | 482 | 0.01% | — | 142 | +12,677 | New | Q2 2026 | Aug 12, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 12,647 | 481 | 0.09% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 12,599 | 479 | 0.0% | 0.0% | 144 | +4,044 | 47.27% | Q2 2026 | Jul 28, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 12,546 | 477 | 0.06% | 0.03% | 145 | +4,457 | 55.1% | Q2 2026 | Jul 28, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 12,257 | 466 | 0.04% | 0.05% | 146 | -3,867 | -23.98% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,963 | 455 | 0.0% | 0.0% | 147 | +515 | 4.5% | Q2 2026 | Aug 05, 2026 |
| Ascent Group, LLC | History | Added to | 11,847 | 450 | 0.01% | 0.01% | 148 | +833 | 7.56% | Q2 2026 | Aug 03, 2026 |
| Abel Hall, LLC | History | Added to | 11,596 | 441 | 0.08% | 0.07% | 149 | +149 | 1.3% | Q2 2026 | Jul 24, 2026 |
| First Affirmative Financial Network | History | No change | 14,417 | 432 | 0.17% | 0.17% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 11,035 | 419 | 0.02% | 0.02% | 151 | -785 | -6.64% | Q2 2026 | Aug 04, 2026 |
| Net Worth Advisory Group | History | Reduced | 11,034 | 419 | 0.11% | 0.07% | 152 | -47 | -0.42% | Q2 2026 | Jul 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 10,707 | 407 | 0.01% | 0.0% | 153 | +287 | 2.75% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 10,686 | 406 | 0.04% | 0.03% | 154 | +85 | 0.8% | Q2 2026 | Aug 07, 2026 |
| GAMMA Investing LLC | History | Added to | 10,439 | 397 | 0.01% | 0.01% | 155 | +1,579 | 17.82% | Q2 2026 | Jul 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 10,347 | 393 | 0.02% | 0.02% | 156 | +409 | 4.12% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,337 | 393 | 0.01% | 0.01% | 157 | +65 | 0.63% | Q2 2026 | Aug 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 10,153 | 386 | 0.04% | 0.03% | 158 | +926 | 10.04% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 10,071 | 383 | 0.02% | — | 160 | +10,071 | New | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9,980 | 383 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 9,760 | 371 | 0.03% | 0.02% | 161 | +1,974 | 25.35% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 9,751 | 370 | 0.0% | 0.0% | 162 | +690 | 7.62% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 9,435 | 358 | 0.0% | 0.0% | 163 | +1,670 | 21.51% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 9,397 | 357 | 0.04% | 0.03% | 164 | +2,258 | 31.63% | Q2 2026 | Jul 14, 2026 |
| Mattson Financial Services, LLC | History | Added to | 8,865 | 353 | 0.07% | 0.06% | 165 | +38 | 0.43% | Q2 2026 | Aug 04, 2026 |
| Promethos Capital, LLC | History | New | 9,070 | 345 | 0.09% | — | 166 | +9,070 | New | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | Added to | 8,866 | 337 | 0.0% | 0.0% | 167 | +8,152 | 1141.74% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,758 | 333 | 0.0% | 0.0% | 168 | -39,460 | -81.84% | Q2 2026 | Aug 13, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 8,760 | 333 | 0.05% | 0.16% | 169 | -24,068 | -73.32% | Q2 2026 | Aug 14, 2026 |
| Baron Wealth Management LLC | History | New | 8,584 | 326 | 0.08% | — | 170 | +8,584 | New | Q2 2026 | Jul 07, 2026 |
| PALLADIEM, LLC | History | Reduced | 8,568 | 325 | 0.32% | 0.26% | 171 | -389 | -4.34% | Q2 2026 | Aug 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 8,411 | 319 | 0.0% | — | 172 | +8,411 | New | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | New | 8,401 | 319 | 0.03% | — | 173 | +8,401 | New | Q2 2026 | Aug 11, 2026 |
| Brown Financial Advisors | History | Reduced | 8,248 | 313 | 0.11% | 0.09% | 174 | -74 | -0.89% | Q2 2026 | Aug 26, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 7,912 | 300 | 0.03% | 0.02% | 175 | -45 | -0.57% | Q2 2026 | Jul 22, 2026 |
| Frec Markets, Inc. | History | Added to | 7,790 | 296 | 0.03% | 0.04% | 176 | +571 | 7.91% | Q2 2026 | Aug 13, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 7,734 | 294 | 0.0% | 0.0% | 177 | -12,027 | -60.86% | Q2 2026 | Aug 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,743 | 294 | 0.0% | 0.0% | 178 | +985 | 14.58% | Q2 2026 | Aug 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 7,735 | 294 | 0.05% | 0.04% | 179 | -70 | -0.9% | Q2 2026 | Aug 03, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 7,646 | 290 | 0.09% | — | 180 | +7,646 | New | Q2 2026 | Aug 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 7,520 | 286 | 0.0% | 0.0% | 181 | -25,037 | -76.9% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | New | 7,536 | 286 | 0.0% | — | 182 | +7,536 | New | Q2 2026 | Aug 06, 2026 |
| Sivia Capital Partners, LLC | History | New | 7,529 | 286 | 0.03% | — | 183 | +7,529 | New | Q2 2026 | Jul 23, 2026 |
| Merit Financial Group, LLC | History | New | 7,131 | 271 | 0.0% | — | 184 | +7,131 | New | Q2 2026 | Jul 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 6,709 | 269 | 0.0% | — | 185 | +6,709 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 6,709 | 269 | 0.0% | — | 186 | +6,709 | New | Q2 2026 | Jul 29, 2026 |
| NewSquare Capital LLC | History | New | 7,034 | 267 | 0.02% | — | 189 | +7,034 | New | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 7,032 | 267 | 0.0% | 0.0% | 188 | +2,088 | 42.23% | Q2 2026 | Aug 04, 2026 |
| Ballentine Partners, LLC | History | No change | 7,029 | 267 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,973 | 265 | 0.0% | 0.0% | 190 | -949 | -11.98% | Q2 2026 | Aug 14, 2026 |
| EWA, LLC | History | Reduced | 6,950 | 264 | 0.05% | 0.05% | 191 | -34 | -0.49% | Q2 2026 | Jul 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 6,740 | 256 | 0.0% | — | 192 | +6,740 | New | Q2 2026 | Sep 23, 2026 |
| COMMERCE BANK | History | New | 6,608 | 251 | 0.0% | — | 193 | +6,608 | New | Q2 2026 | Aug 12, 2026 |
| Narus Financial Partners, LLC | History | New | 6,500 | 247 | 0.06% | — | 194 | +6,500 | New | Q2 2026 | Jul 31, 2026 |
| Perigon Wealth Management, LLC | History | New | 6,319 | 240 | 0.0% | — | 195 | +6,319 | New | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | New | 6,261 | 238 | 0.0% | — | 196 | +6,261 | New | Q2 2026 | Aug 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 6,096 | 231 | 0.03% | — | 197 | +6,096 | New | Q2 2026 | Jul 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 5,725 | 228 | 0.01% | 0.01% | 198 | +11 | 0.19% | Q2 2026 | Aug 05, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 5,923 | 225 | 0.04% | — | 199 | +5,923 | New | Q2 2026 | Jul 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 5,873 | 223 | 0.0% | — | 200 | +5,873 | New | Q2 2026 | Jul 15, 2026 |
| Range Advisory, LLC | History | New | 5,763 | 219 | 0.03% | — | 201 | +5,763 | New | Q2 2026 | Sep 02, 2026 |
| 55 North Private Wealth, LLC | History | New | 5,610 | 213 | 0.04% | — | 202 | +5,610 | New | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5,362 | 203 | 0.0% | 0.0% | 203 | -5,362 | -50.0% | Q2 2026 | Aug 06, 2026 |
| Icon Wealth Advisors, LLC | History | New | 5,337 | 203 | 0.01% | — | 204 | +5,337 | New | Q2 2026 | Aug 05, 2026 |
| NORDEN GROUP LLC | History | New | 5,271 | 200 | 0.02% | — | 205 | +5,271 | New | Q2 2026 | Jul 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,727 | 179 | 0.0% | 0.0% | 206 | +2,433 | 106.06% | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,894 | 148 | 0.0% | 0.0% | 207 | +291 | 8.08% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,703 | 140 | 0.0% | 0.0% | 208 | -358 | -8.82% | Q2 2026 | Aug 13, 2026 |
| Cromwell Holdings LLC | History | No change | 3,050 | 116 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,508 | 95 | 0.01% | 0.0% | 210 | +1,126 | 81.48% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,316 | 88 | 0.0% | 0.0% | 211 | +553 | 31.37% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,104 | 80 | 0.0% | 0.0% | 212 | -2,815 | -57.23% | Q2 2026 | Jul 24, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,940 | 74 | 0.01% | 0.01% | 213 | -165 | -7.84% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 1,850 | 70 | 0.0% | 0.0% | 214 | +167 | 9.92% | Q2 2026 | Aug 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,821 | 69 | 0.0% | 0.0% | 215 | -899 | -33.05% | Q2 2026 | Aug 13, 2026 |
| WealthCollab, LLC | History | No change | 1,823 | 69 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brentview Investment Management LLC | History | No change | 1,760 | 66 | 0.03% | 0.02% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ares Financial Consulting, LLC | History | No change | 1,490 | 56 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,464 | 55 | 0.04% | 0.03% | 219 | -81 | -5.24% | Q2 2026 | Jul 31, 2026 |
| Larson Financial Group LLC | History | Added to | 1,313 | 49 | 0.0% | 0.0% | 220 | +247 | 23.17% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 1,304 | 49 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,246 | 47 | 0.0% | 0.0% | 222 | +1,001 | 408.57% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Added to | 1,223 | 46 | 0.0% | 0.0% | 223 | +1 | 0.08% | Q2 2026 | Jul 21, 2026 |
| Quantum Portfolio Management LLC | History | New | 984 | 37 | 0.01% | — | 224 | +984 | New | Q2 2026 | Aug 14, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 965 | 36 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 905 | 34 | 0.03% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 894 | 33 | 0.0% | — | 227 | +885 | 9833.33% | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 740 | 28 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Wealth Design, LLC | History | Added to | 708 | 26 | 0.01% | 0.0% | 229 | +97 | 15.88% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 654 | 24 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 622 | 23 | 0.0% | 0.0% | 231 | -72 | -10.37% | Q2 2026 | Aug 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 604 | 22 | 0.01% | — | 233 | +604 | New | Q2 2026 | Jul 07, 2026 |
| BAYBAN | History | No change | 590 | 22 | 0.02% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 522 | 19 | 0.01% | — | 235 | +522 | New | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 500 | 19 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 474 | 18 | 0.0% | 0.0% | 238 | +61 | 14.77% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 489 | 18 | 0.0% | 0.0% | 236 | -24 | -4.68% | Q2 2026 | Aug 12, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 475 | 18 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Financial Management Professionals, Inc. | History | No change | 483 | 18 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Analysts, LLC | History | No change | 475 | 18 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 465 | 17 | 0.0% | 0.0% | 241 | +121 | 35.17% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 456 | 17 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 425 | 16 | 0.0% | 0.0% | 244 | +25 | 6.25% | Q2 2026 | Aug 03, 2026 |
| BESSEMER GROUP INC | History | No change | 402 | 16 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 403 | 15 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 394 | 14 | 0.01% | 0.01% | 247 | +157 | 66.24% | Q2 2026 | Aug 28, 2026 |
| LRI Investments, LLC | History | No change | 372 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 305 | 12 | 0.0% | 0.0% | 248 | +5 | 1.67% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 320 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 303 | 11 | 0.0% | 0.0% | 250 | +13 | 4.48% | Q2 2026 | Jul 20, 2026 |
| SHP Wealth Management | History | Added to | 279 | 10 | 0.0% | 0.0% | 251 | +1 | 0.36% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 243 | 9 | 0.0% | 0.0% | 253 | +68 | 38.86% | Q2 2026 | Jul 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 262 | 9 | 0.0% | 0.0% | 255 | +57 | 27.8% | Q2 2026 | Jul 30, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 241 | 9 | 0.0% | 0.0% | 254 | +36 | 17.56% | Q2 2026 | Jul 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 247 | 9 | 0.0% | 0.0% | 252 | +2 | 0.82% | Q2 2026 | Sep 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 235 | 8 | 0.0% | 0.0% | 256 | +142 | 152.69% | Q2 2026 | Jul 27, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 212 | 8 | 0.0% | 0.0% | 257 | +27 | 14.59% | Q2 2026 | Jul 27, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 185 | 7 | 0.0% | 0.0% | 259 | +145 | 362.5% | Q2 2026 | Aug 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 188 | 7 | 0.0% | 0.0% | 258 | -11 | -5.53% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 161 | 6 | 0.0% | — | 264 | +161 | New | Q2 2026 | Aug 06, 2026 |
| Aventura Private Wealth, LLC | History | New | 159 | 6 | 0.0% | — | 265 | +159 | New | Q2 2026 | Jul 15, 2026 |
| Essential Partners LLC | History | Added to | 168 | 6 | 0.0% | 0.0% | 263 | +116 | 223.08% | Q2 2026 | Aug 10, 2026 |
| Principia Wealth Advisory, LLC | History | Added to | 159 | 6 | 0.0% | 0.0% | 262 | +19 | 13.57% | Q2 2026 | Aug 26, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 160 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CVA Family Office, LLC | History | No change | 168 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 153 | 5 | 0.0% | 0.0% | 268 | +106 | 225.53% | Q2 2026 | Jul 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 136 | 5 | 0.0% | 0.0% | 267 | +51 | 60.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 135 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 106 | 4 | 0.0% | 0.0% | 272 | +58 | 120.83% | Q2 2026 | Jul 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 107 | 4 | 0.0% | 0.0% | 273 | +50 | 87.72% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 106 | 4 | 0.0% | 0.0% | 269 | +29 | 37.66% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 125 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JNBA Financial Advisors | History | No change | 109 | 4 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 116 | 4 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 81 | 3 | 0.0% | 0.0% | 276 | -135 | -62.5% | Q2 2026 | Sep 02, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 99 | 3 | 0.0% | — | 280 | +99 | New | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | New | 80 | 3 | 0.0% | — | 279 | +80 | New | Q2 2026 | Jul 30, 2026 |
| Arlington Trust Co LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | Reduced | 70 | 2 | 0.0% | 0.0% | 282 | -720 | -91.14% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | New | 75 | 2 | 0.0% | — | 292 | +75 | New | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 65 | 2 | 0.0% | — | 290 | +65 | New | Q2 2026 | Aug 06, 2026 |
| Crewe Advisors LLC | History | New | 54 | 2 | 0.0% | — | 291 | +54 | New | Q2 2026 | Jul 23, 2026 |
| WPG Advisers, LLC | History | Added to | 54 | 2 | 0.0% | — | 288 | +31 | 134.78% | Q2 2026 | Aug 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 287 | +11 | 25.58% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 70 | 2 | 0.0% | 0.0% | 281 | -6 | -7.89% | Q2 2026 | Jul 21, 2026 |
| Independence Bank of Kentucky | History | No change | 70 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CX Institutional | History | No change | 50 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nemes Rush Group LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Capital Advisory, LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 299 | -97 | -66.9% | Q2 2026 | Jul 28, 2026 |
| Highland Investment Advisors LLC | History | New | 51 | 1 | 0.0% | — | 307 | +51 | New | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | New | 50 | 1 | 0.0% | — | 306 | +50 | New | Q2 2026 | Aug 14, 2026 |
| MOTCO | History | New | 43 | 1 | 0.0% | — | 301 | +43 | New | Q2 2026 | Jul 31, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 36 | 1 | 0.0% | — | 302 | +36 | New | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 35 | 1 | 0.0% | — | 305 | +35 | New | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | New | 31 | 1 | 0.0% | — | 303 | +31 | New | Q2 2026 | Jul 30, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 27 | 1 | 0.0% | — | 304 | +27 | New | Q2 2026 | Jul 21, 2026 |