ORIX CORP - IX

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
FMR LLC History Added to 6,145,550 231,748 0.01% 0.01% 1 +111,636 1.85% Q3 2026 Nov 10, 2026
MORGAN STANLEY History No change 4,998,666 190,149 0.01% 0.01% 2 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,225,609 122,702 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History Added to 1,833,292 69,133 1.25% 1.23% 4 +10,781 0.59% Q3 2026 Oct 27, 2026
Clearbridge Investments, LLC History No change 1,752,822 66,677 0.06% 0.06% 5 0 0.0% Q2 2026 Aug 13, 2026
Cullen Capital Management, LLC History Added to 1,438,045 54,228 0.55% 0.46% 6 +217,199 17.79% Q3 2026 Nov 09, 2026
NORTHERN TRUST CORP History No change 1,356,665 51,607 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,158,412 44,065 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 1,147,000 43,253 0.3% 0.3% 9 0 0.0% Q3 2026 Nov 09, 2026
NATIXIS ADVISORS, LLC History No change 1,048,981 39,903 0.04% 0.04% 10 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 1,038,092 39,489 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 903,214 34,358 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 785,332 29,872 0.01% 0.01% 13 0 0.0% Q2 2026 Sep 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 654,254 25,044 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 564,688 21,701 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 520,280 19,791 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 391,459 14,891 0.07% 0.07% 17 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 382,934 14,566 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 348,178 13,129 0.43% 0.44% 19 +30 0.01% Q3 2026 Nov 02, 2026
AQR CAPITAL MANAGEMENT LLC History No change 280,804 10,681 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 271,060 10,311 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
Curi Capital, LLC History No change 219,971 8,326 0.13% 0.13% 22 0 0.0% Q2 2026 Aug 14, 2026
Gilman Hill Asset Management, LLC History Reduced 198,500 7,485 1.04% 1.04% 23 -865 -0.43% Q3 2026 Oct 13, 2026
SEI INVESTMENTS CO History No change 178,737 6,798 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 175,597 6,679 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 19, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 166,395 6,329 0.05% 0.05% 26 0 0.0% Q2 2026 Sep 23, 2026
Bank of New York Mellon Corp History Reduced 165,377 6,236 0.0% 0.0% 27 -7,668 -4.43% Q3 2026 Nov 05, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 162,560 6,183 0.01% 0.01% 28 0 0.0% Q2 2026 Aug 12, 2026
Gradient Investments LLC History Reduced 160,643 6,057 0.09% 0.09% 29 -4,508 -2.73% Q3 2026 Oct 08, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 160,536 6,053 0.06% 0.07% 30 -9,837 -5.77% Q3 2026 Oct 27, 2026
Boston Common Asset Management, LLC History Reduced 150,353 5,669 0.33% 0.37% 31 -15,596 -9.4% Q3 2026 Oct 13, 2026
Calamos Wealth Management LLC History Reduced 148,212 5,589 0.16% 0.21% 32 -33,710 -18.53% Q3 2026 Nov 02, 2026
Vanguard Personalized Indexing Management, LLC History No change 139,524 5,307 0.04% 0.04% 33 0 0.0% Q2 2026 Aug 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 135,350 5,104 0.07% 0.07% 34 +6,613 5.14% Q3 2026 Nov 05, 2026
Cerity Partners LLC History No change 131,236 4,992 0.01% 0.01% 35 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 121,062 4,605 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 120,625 4,588 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History Added to 118,008 4,450 0.04% 0.04% 38 +27,457 30.32% Q3 2026 Oct 28, 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
Crossmark Global Holdings, Inc. History Reduced 115,171 4,343 0.06% 0.07% 40 -27,591 -19.33% Q3 2026 Oct 21, 2026
Orion Porfolio Solutions, LLC History No change 112,461 4,277 0.03% 0.03% 41 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 107,109 4,074 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 07, 2026
BTC Capital Management, Inc. History No change 106,698 4,058 0.25% 0.25% 43 0 0.0% Q2 2026 Jul 16, 2026
Callan Family Office, LLC History No change 105,134 3,999 0.08% 0.08% 44 0 0.0% 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% 45 0 0.0% Q2 2026 Aug 13, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 93,617 3,564 0.22% 0.22% 46 0 0.0% Q3 2026 Nov 05, 2026
Mariner, LLC History No change 88,625 3,371 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 13, 2026
Henry James International Management Inc. History Reduced 88,148 3,324 1.01% 1.0% 48 -21 -0.02% Q3 2026 Oct 14, 2026
Qube Research & Technologies Ltd History No change 84,052 3,197 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
Laird Norton Wetherby Trust Company, LLC History No change 73,960 2,813 0.05% 0.05% 50 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 72,488 2,757 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 72,570 2,751 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 73,134 2,694 0.07% 0.08% 53 0 0.0% Q3 2026 Oct 20, 2026
FIRST TRUST ADVISORS LP History No change 66,709 2,537 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 11, 2026
Lester Murray Antman dba SimplyRich History Reduced 65,440 2,467 0.58% 0.59% 55 -1,009 -1.52% Q3 2026 Nov 06, 2026
LPL Financial LLC History Reduced 64,943 2,449 0.0% 0.0% 56 -18,050 -21.75% Q3 2026 Nov 06, 2026
US BANCORP \DE\ History Reduced 62,319 2,350 0.0% 0.0% 57 -30,215 -32.65% Q3 2026 Nov 05, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 61,218 2,308 0.0% 0.0% 58 +8,567 16.27% Q3 2026 Nov 06, 2026
HighTower Advisors, LLC History Added to 60,888 2,296 0.0% 0.0% 59 +2,238 3.82% Q3 2026 Nov 09, 2026
Advisors Asset Management, Inc. History No change 60,348 2,295 0.03% 0.03% 60 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 53,550 2,044 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 53,601 2,039 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 11, 2026
CITIGROUP INC History Added to 50,652 1,910 0.0% 0.0% 63 +2,273 4.7% Q3 2026 Nov 04, 2026
STIFEL FINANCIAL CORP History No change 49,987 1,901 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 12, 2026
Corient Private Wealth LP History No change 45,724 1,739 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 27, 2026
Neuberger Berman Group LLC History No change 45,373 1,725 0.0% 0.0% 66 0 0.0% Q2 2026 Oct 27, 2026
Ethic Inc. History Added to 45,646 1,721 0.02% 0.01% 67 +15,308 50.46% Q3 2026 Nov 03, 2026
CIBC Asset Management Inc History New 45,333 1,709 0.0% — 68 +45,333 New Q3 2026 Nov 05, 2026
Sanctuary Advisors, LLC History No change 44,868 1,706 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 45,046 1,698 0.0% 0.0% 70 +7,579 20.23% Q3 2026 Nov 02, 2026
Ativo Capital Management LLC History Reduced 43,180 1,628 1.26% 1.49% 71 -7,964 -15.57% Q3 2026 Oct 27, 2026
TWO SIGMA INVESTMENTS, LP History No change 42,137 1,602 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 39,851 1,515 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 39,754 1,512 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History Added to 39,302 1,482 0.04% 0.03% 75 +13,837 54.34% Q3 2026 Nov 09, 2026
Focus Partners Wealth History No change 37,940 1,443 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History New 37,550 1,416 0.06% — 77 +37,550 New Q3 2026 Oct 26, 2026
MILLENNIUM MANAGEMENT LLC History No change 35,442 1,348 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History Added to 34,913 1,316 0.0% 0.0% 79 +497 1.44% Q3 2026 Nov 05, 2026
GREENLEAF TRUST History Reduced 34,754 1,310 0.01% 0.01% 80 -1,546 -4.26% Q3 2026 Oct 29, 2026
Kathmere Capital Management, LLC History Added to 34,565 1,303 0.06% 0.06% 81 +2,257 6.99% Q3 2026 Oct 20, 2026
Atria Investments, Inc History Added to 34,013 1,282 0.01% 0.01% 82 +9,424 38.33% Q3 2026 Oct 15, 2026
Cetera Investment Advisers History No change 32,926 1,252 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History Added to 33,256 1,242 0.0% 0.0% 84 +1,041 3.23% Q3 2026 Nov 04, 2026
Nuveen, LLC History Added to 32,633 1,230 0.0% 0.0% 85 +10,612 48.19% Q3 2026 Nov 10, 2026
STATE STREET CORP History No change 32,135 1,222 0.0% 0.0% 86 0 0.0% Q2 2026 Sep 22, 2026
Savant Capital, LLC History Added to 32,283 1,217 0.0% 0.0% 87 +1,128 3.62% Q3 2026 Nov 05, 2026
Aaron Wealth Advisors LLC History Reduced 31,458 1,186 0.06% 0.06% 88 -1,598 -4.83% Q3 2026 Oct 13, 2026
Caprock Group, LLC History No change 31,176 1,185 0.02% 0.02% 89 0 0.0% Q2 2026 Jul 27, 2026
Hennion & Walsh Asset Management, Inc. History Added to 31,235 1,177 0.03% 0.03% 90 +3,659 13.27% Q3 2026 Oct 13, 2026
SYON CAPITAL LLC History No change 29,862 1,135 0.05% 0.05% 91 0 0.0% Q2 2026 Aug 14, 2026
Dynasty Wealth Management, LLC History No change 29,371 1,117 0.01% 0.01% 92 0 0.0% Q2 2026 Aug 13, 2026
PARK AVENUE SECURITIES LLC History Reduced 28,321 1,068 0.01% 0.01% 93 -2,562 -8.3% Q3 2026 Oct 26, 2026
OneAscent Investment Solutions LLC History No change 27,978 1,064 1.01% 1.01% 94 0 0.0% Q2 2026 Aug 11, 2026
Investment Research Partners LLC History Added to 28,073 1,058 0.36% 0.35% 95 +770 2.82% Q3 2026 Oct 19, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 27,910 1,052 0.01% 0.01% 96 -50 -0.18% Q3 2026 Oct 05, 2026
Lido Advisors, LLC History Added to 27,879 1,051 0.0% 0.0% 97 +2,316 9.06% Q3 2026 Nov 04, 2026
Plan A Wealth LLC History Added to 27,772 1,047 0.37% 0.44% 98 +535 1.96% Q3 2026 Oct 08, 2026
Campbell & CO Investment Adviser LLC History No change 27,258 1,036 0.05% 0.05% 99 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History Reduced 26,589 1,002 0.0% 0.0% 100 -12,034 -31.16% Q3 2026 Nov 09, 2026
Sequoia Financial Advisors, LLC History No change 26,360 1,002 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 17, 2026
CHOREO, LLC History Added to 26,378 994 0.01% 0.01% 102 +48 0.18% Q3 2026 Oct 28, 2026
Systematic Alpha Investments, LLC History No change 24,810 943 0.03% 0.03% 103 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 24,548 933 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 03, 2026
TRED AVON FAMILY WEALTH, LLC History Reduced 23,590 889 0.27% 0.28% 105 -425 -1.77% Q3 2026 Oct 19, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 23,462 884 0.01% 0.01% 106 +7,626 48.16% Q3 2026 Oct 27, 2026
XTX Topco Ltd History No change 22,885 870 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
Venturi Wealth Management, LLC History No change 22,727 864 0.03% 0.03% 108 0 0.0% Q2 2026 Jul 20, 2026
REGIONS FINANCIAL CORP History Added to 22,540 849 0.01% 0.0% 109 +1,073 5.0% Q3 2026 Nov 05, 2026
Vident Advisory, LLC History No change 20,736 788 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 12, 2026
Naviter Wealth, LLC History No change 20,456 778 0.07% 0.07% 111 0 0.0% Q2 2026 Aug 07, 2026
Versant Capital Management, Inc History Added to 20,593 776 0.07% 0.07% 112 +418 2.07% Q3 2026 Oct 01, 2026
TRUIST FINANCIAL CORP History Reduced 20,468 771 0.0% 0.0% 113 -3,320 -13.96% Q3 2026 Oct 30, 2026
Global Retirement Partners, LLC History Reduced 19,197 723 0.01% 0.01% 114 -1,722 -8.23% Q3 2026 Nov 10, 2026
Summit Trail Advisors, LLC History No change 18,666 710 0.01% 0.01% 115 0 0.0% Q2 2026 Aug 11, 2026
HB Wealth Management, LLC History Added to 18,387 693 0.0% 0.0% 116 +1,636 9.77% Q3 2026 Oct 23, 2026
OpenArc Corporate Advisory, LLC History Added to 18,221 687 0.01% 0.01% 117 +2,745 17.74% Q3 2026 Oct 21, 2026
Russell Investments Group, Ltd. History Added to 17,965 677 0.0% 0.0% 119 +15,649 675.69% Q3 2026 Nov 06, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 17,805 677 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 14, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC History Reduced 17,081 644 0.0% 0.0% 120 -10,644 -38.39% Q3 2026 Nov 06, 2026
SIGNATUREFD, LLC History Reduced 16,512 622 0.01% 0.01% 121 -94 -0.57% Q3 2026 Oct 23, 2026
XPONANCE LLC History Added to 16,423 619 0.0% 0.0% 122 +1,595 10.76% Q3 2026 Nov 03, 2026
FRANKLIN RESOURCES INC History No change 15,833 602 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
ATLAS CAPITAL ADVISORS INC. History Added to 10,549 601 0.06% 0.04% 124 +396 3.9% Q3 2026 Nov 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 15,854 597 0.01% 0.01% 125 -196 -1.22% Q3 2026 Oct 23, 2026
RNC CAPITAL MANAGEMENT LLC History No change 15,576 592 0.02% 0.02% 126 0 0.0% Q2 2026 Aug 06, 2026
Hardy Reed LLC History Added to 15,500 584 0.04% 0.03% 127 +1,165 8.13% Q3 2026 Nov 06, 2026
First Affirmative Financial Network History New 15,470 583 0.13% — 128 +15,470 New Q3 2026 Oct 21, 2026
ASSETMARK, INC History Added to 15,076 568 0.0% 0.0% 129 +1,636 12.17% Q3 2026 Oct 21, 2026
CAPTRUST FINANCIAL ADVISORS History No change 14,894 566 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 15,013 550 0.0% 0.0% 131 +2,569 20.64% Q3 2026 Oct 13, 2026
OSAIC HOLDINGS, INC. History No change 14,423 548 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 14,043 534 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
Ascent Group, LLC History Added to 13,378 504 0.02% 0.01% 134 +1,531 12.92% Q3 2026 Oct 30, 2026
Optas, LLC History Added to 13,359 503 0.07% 0.07% 135 +429 3.32% Q3 2026 Nov 06, 2026
HRT FINANCIAL LP History No change 13,166 500 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 12,845 484 0.0% 0.0% 137 +246 1.95% Q3 2026 Nov 04, 2026
Independent Advisor Alliance History No change 12,677 482 0.01% 0.01% 138 0 0.0% Q2 2026 Aug 12, 2026
PDS Planning, Inc History Reduced 12,777 481 0.03% 0.03% 139 -10 -0.08% Q3 2026 Nov 03, 2026
Basecamp Wealth Advisors LLC History No change 12,647 481 0.09% 0.09% 140 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History Added to 12,114 456 0.01% 0.0% 141 +5,795 91.71% Q3 2026 Oct 22, 2026
Janney Montgomery Scott LLC History No change 11,963 455 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 05, 2026
JMN Financial LLC History Reduced 11,953 450 0.36% 0.44% 143 -2,945 -19.77% Q3 2026 Nov 10, 2026
Abel Hall, LLC History Reduced 11,593 437 0.08% 0.08% 144 -3 -0.03% Q3 2026 Oct 19, 2026
GAMMA Investing LLC History Added to 11,552 435 0.01% 0.01% 145 +1,113 10.66% Q3 2026 Oct 08, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 11,301 426 0.01% 0.01% 146 +594 5.55% Q3 2026 Nov 09, 2026
Checchi Capital Advisers, LLC History No change 11,035 419 0.02% 0.02% 147 0 0.0% Q2 2026 Aug 04, 2026
Aprio Wealth Management, LLC History Added to 10,991 414 0.02% 0.02% 148 +920 9.14% Q3 2026 Oct 28, 2026
D'Orazio & Associates, Inc. History Reduced 10,977 413 0.05% 0.06% 149 -1,569 -12.51% Q3 2026 Nov 04, 2026
Greenspring Advisors, LLC History New 10,670 402 0.02% — 150 +10,670 New Q3 2026 Nov 05, 2026
Dorsey & Whitney Trust CO LLC History No change 10,347 393 0.02% 0.02% 151 0 0.0% Q2 2026 Aug 14, 2026
Parallel Advisors, LLC History Added to 10,338 389 0.01% 0.01% 152 +1 0.01% Q3 2026 Nov 03, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 10,193 384 0.04% 0.04% 153 -493 -4.61% Q3 2026 Oct 27, 2026
Smartleaf Asset Management LLC History No change 9,980 383 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 12, 2026
WEALTH ALLIANCE, LLC History No change 9,760 371 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 11, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 9,751 370 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 14, 2026
Legacy Capital Group California, Inc. History New 9,789 369 0.11% — 157 +9,789 New Q3 2026 Nov 09, 2026
Mattson Financial Services, LLC History No change 8,865 353 0.07% 0.07% 158 0 0.0% Q2 2026 Aug 04, 2026
Net Worth Advisory Group History Reduced 9,341 348 0.09% 0.11% 159 -1,693 -15.34% Q3 2026 Oct 19, 2026
Promethos Capital, LLC History No change 9,070 345 0.09% 0.09% 160 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 8,866 337 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 10, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 8,758 333 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
Strategic Global Advisors, LLC History No change 8,760 333 0.05% 0.05% 163 0 0.0% Q2 2026 Aug 14, 2026
PALLADIEM, LLC History No change 8,568 323 0.32% 0.32% 164 0 0.0% Q3 2026 Nov 09, 2026
Pure Financial Advisors, LLC History No change 8,411 319 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 8,401 319 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History Added to 8,434 318 0.0% 0.0% 167 +1,303 18.27% Q3 2026 Nov 06, 2026
SmartHarvest Portfolios, LLC History Added to 8,432 317 0.12% 0.09% 168 +786 10.28% Q3 2026 Oct 26, 2026
Brown Financial Advisors History No change 8,248 313 0.11% 0.11% 169 0 0.0% Q2 2026 Aug 26, 2026
BLAIR WILLIAM & CO/IL History Reduced 8,213 309 0.0% 0.0% 170 -4,490 -35.35% Q3 2026 Nov 10, 2026
Abacus Wealth Partners, LLC History No change 7,912 298 0.03% 0.03% 171 0 0.0% Q3 2026 Nov 03, 2026
Frec Markets, Inc. History No change 7,790 296 0.03% 0.03% 172 0 0.0% Q2 2026 Aug 13, 2026
GLENMEDE TRUST CO NA History No change 7,734 294 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 10, 2026
EP Wealth Advisors, LLC History No change 7,743 294 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
Wedmont Private Capital History New 7,843 287 0.01% — 175 +7,843 New Q3 2026 Oct 09, 2026
OneDigital Investment Advisors LLC History No change 7,536 286 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 06, 2026
Sivia Capital Partners, LLC History No change 7,529 286 0.03% 0.03% 177 0 0.0% Q2 2026 Jul 23, 2026
DIMENSIONAL FUND ADVISORS LP History Reduced 7,504 282 0.0% 0.0% 178 -16 -0.21% Q3 2026 Nov 04, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 7,406 279 0.0% 0.01% 179 -6,058 -44.99% Q3 2026 Nov 04, 2026
SAGE RHINO CAPITAL LLC History Reduced 7,411 279 0.04% 0.05% 180 -324 -4.19% Q3 2026 Oct 27, 2026
NewSquare Capital LLC History Added to 7,269 274 0.02% 0.02% 181 +235 3.34% Q3 2026 Nov 06, 2026
Baron Wealth Management LLC History Reduced 7,144 269 0.07% 0.08% 182 -1,440 -16.78% Q3 2026 Oct 27, 2026
Ballentine Partners, LLC History No change 7,029 267 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 17, 2026
Marks Group Wealth Management, Inc History Reduced 7,032 265 0.02% 0.04% 185 -5,225 -42.63% Q3 2026 Nov 05, 2026
Vestmark Advisory Solutions, Inc. History No change 6,973 265 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 14, 2026
EWA, LLC History No change 6,950 264 0.05% 0.05% 186 0 0.0% Q2 2026 Jul 14, 2026
Portside Wealth Group, LLC History Reduced 6,968 262 0.03% 0.04% 187 -2,429 -25.85% Q3 2026 Oct 20, 2026
Crestwood Advisors Group, LLC History Added to 6,808 256 0.0% 0.0% 188 +547 8.74% Q3 2026 Oct 27, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 6,815 256 0.0% 0.0% 189 -217 -3.09% Q3 2026 Oct 28, 2026
Envestnet Portfolio Solutions, Inc. History No change 6,740 256 0.0% 0.0% 190 0 0.0% Q2 2026 Sep 23, 2026
COMMERCE BANK History No change 6,608 251 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 6,535 246 0.0% 0.0% 192 -2,900 -30.74% Q3 2026 Nov 09, 2026
Narus Financial Partners, LLC History No change 6,500 245 0.07% 0.06% 193 0 0.0% Q3 2026 Oct 16, 2026
Walkner Condon Financial Advisors LLC History Added to 6,183 233 0.03% 0.03% 194 +87 1.43% Q3 2026 Oct 30, 2026
55 North Private Wealth, LLC History Added to 6,138 231 0.04% 0.04% 195 +528 9.41% Q3 2026 Oct 20, 2026
Bridgewater Advisors Inc. History No change 5,725 228 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History Reduced 6,171 225 0.0% 0.0% 197 -538 -8.02% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 6,171 225 0.0% 0.0% 198 -538 -8.02% Q3 2026 Oct 20, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 5,842 220 0.0% 0.0% 199 -31 -0.53% Q3 2026 Oct 20, 2026
Range Advisory, LLC History No change 5,763 219 0.03% 0.03% 200 0 0.0% Q2 2026 Sep 02, 2026
Clearstead Advisors, LLC History Added to 5,516 207 0.0% 0.0% 201 +154 2.87% Q3 2026 Nov 06, 2026
Icon Wealth Advisors, LLC History No change 5,337 203 0.01% 0.01% 202 0 0.0% Q2 2026 Aug 05, 2026
DRIVE WEALTH MANAGEMENT, LLC History Reduced 5,339 201 0.03% 0.04% 203 -584 -9.86% Q3 2026 Nov 06, 2026
HUNTINGTON NATIONAL BANK History Added to 4,995 188 0.0% 0.0% 204 +1,292 34.89% Q3 2026 Nov 10, 2026
DEUTSCHE BANK AG\ History No change 4,727 178 0.0% 0.0% 205 0 0.0% Q3 2026 Nov 06, 2026
Farther Finance Advisors, LLC History Added to 4,437 167 0.0% 0.0% 206 +543 13.94% Q3 2026 Oct 08, 2026
Cromwell Holdings LLC History No change 3,050 115 0.05% 0.05% 207 0 0.0% Q3 2026 Oct 28, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 2,847 107 0.0% 0.0% 208 -18,404 -86.6% Q3 2026 Nov 09, 2026
EverSource Wealth Advisors, LLC History Added to 2,582 97 0.0% 0.0% 209 +478 22.72% Q3 2026 Nov 04, 2026
Transamerica Financial Advisors, LLC History No change 2,508 95 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History Added to 2,223 83 0.0% 0.0% 211 +2,153 3075.71% Q3 2026 Nov 09, 2026
Salomon & Ludwin, LLC History No change 1,940 73 0.01% 0.01% 212 0 0.0% Q3 2026 Oct 29, 2026
Allworth Financial LP History Added to 1,859 70 0.0% 0.0% 213 +9 0.49% Q3 2026 Nov 06, 2026
Horizon Investments, LLC History No change 1,821 69 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
WealthCollab, LLC History No change 1,823 69 0.02% 0.02% 215 0 0.0% Q2 2026 Aug 10, 2026
Brentview Investment Management LLC History No change 1,760 66 0.03% 0.03% 216 0 0.0% Q2 2026 Jul 30, 2026
Larson Financial Group LLC History Added to 1,554 58 0.0% 0.0% 217 +241 18.35% Q3 2026 Nov 05, 2026
Ares Financial Consulting, LLC History No change 1,490 56 0.04% 0.04% 218 0 0.0% Q3 2026 Oct 19, 2026
Bruce G. Allen Investments, LLC History No change 1,464 55 0.04% 0.04% 219 0 0.0% Q2 2026 Jul 31, 2026
James T. Borello RIA History Reduced 1,405 52 0.01% 0.01% 220 -1 -0.07% Q3 2026 Oct 16, 2026
Owl Creek Wealth Partners LLC History Added to 1,345 50 0.01% 0.01% 221 +41 3.14% Q3 2026 Oct 20, 2026
Provenance Wealth Advisors, LLC History New 1,271 47 0.0% — 224 +1,271 New Q3 2026 Oct 30, 2026
Blue Trust, Inc. History Added to 1,257 47 0.0% 0.0% 223 +34 2.78% Q3 2026 Oct 15, 2026
BROWN BROTHERS HARRIMAN & CO History No change 1,246 47 0.0% 0.0% 222 0 0.0% Q2 2026 Aug 12, 2026
First Command Advisory Services, Inc. History Added to 1,069 40 0.0% 0.0% 225 +884 477.84% Q3 2026 Nov 05, 2026
Quantum Portfolio Management LLC History No change 984 37 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 14, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 965 36 0.01% 0.01% 227 0 0.0% Q3 2026 Nov 06, 2026
ROTHSCHILD INVESTMENT LLC History Added to 934 35 0.0% 0.0% 228 +40 4.47% Q3 2026 Nov 10, 2026
True Wealth Design, LLC History Added to 924 34 0.01% 0.01% 229 +216 30.51% Q3 2026 Oct 13, 2026
Harbor Asset Planning, Inc. History No change 905 34 0.03% 0.03% 230 0 0.0% Q3 2026 Oct 23, 2026
HARBOUR INVESTMENTS, INC. History Added to 804 30 0.0% 0.0% 231 +315 64.42% Q3 2026 Nov 09, 2026
IFP Advisors, Inc History Added to 768 28 0.0% 0.0% 232 +114 17.43% Q3 2026 Oct 16, 2026
UMB Bank, n.a. History No change 740 27 0.0% 0.0% 233 0 0.0% Q3 2026 Nov 06, 2026
Livelsberger Financial Advisory History New 704 26 0.14% — 234 +704 New Q3 2026 Oct 27, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 622 23 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 12, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 604 22 0.01% 0.01% 236 0 0.0% Q3 2026 Oct 07, 2026
BAYBAN History No change 590 22 0.02% 0.02% 237 0 0.0% Q3 2026 Nov 05, 2026
ALBION FINANCIAL GROUP /UT History Added to 545 20 0.0% 0.0% 238 +70 14.74% Q3 2026 Oct 21, 2026
Silver Grove Financial Group, Inc. History Added to 552 20 0.01% 0.01% 239 +30 5.75% Q3 2026 Nov 05, 2026
Financial Management Professionals, Inc. History No change 483 18 0.0% 0.0% 240 0 0.0% Q3 2026 Oct 23, 2026
Capital Analysts, LLC History No change 475 18 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 05, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 500 18 0.01% 0.01% 242 0 0.0% Q3 2026 Oct 28, 2026
Steward Partners Investment Advisory, LLC History No change 465 17 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 13, 2026
Bell Investment Advisors, Inc History No change 456 17 0.0% 0.0% 244 0 0.0% Q3 2026 Oct 28, 2026
BARCLAYS PLC History New 430 16 0.0% — 246 +430 New Q3 2026 Nov 06, 2026
BESSEMER GROUP INC History Added to 427 16 0.0% 0.0% 245 +25 6.22% Q3 2026 Nov 09, 2026
Root Financial Partners, LLC History New 420 15 0.0% — 249 +420 New Q3 2026 Oct 21, 2026
Trifecta Capital Advisors, LLC History Reduced 400 15 0.0% 0.0% 248 -25 -5.88% Q3 2026 Oct 21, 2026
MATHER GROUP, LLC. History No change 403 15 0.0% 0.0% 247 0 0.0% Q3 2026 Oct 14, 2026
West Financial Advisors, LLC History New 380 14 0.0% — 253 +380 New Q3 2026 Oct 22, 2026
PRIVATE TRUST CO NA History Reduced 383 14 0.0% 0.0% 250 -91 -19.2% Q3 2026 Oct 20, 2026
LRI Investments, LLC History No change 372 14 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 14, 2026
Cornerstone Financial Management LLC History No change 394 14 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 28, 2026
Elyxium Wealth, LLC History New 354 13 0.0% — 254 +354 New Q3 2026 Oct 27, 2026
Dogwood Wealth Management LLC History Added to 343 12 0.0% 0.0% 257 +102 42.32% Q3 2026 Nov 06, 2026
GW&K Investment Management, LLC History No change 305 12 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 320 12 0.0% 0.0% 256 0 0.0% Q2 2026 Aug 12, 2026
Physician Wealth Advisors, Inc. History No change 303 11 0.0% 0.0% 258 0 0.0% Q3 2026 Oct 20, 2026
Signature Equity Partners, LLC History Added to 271 10 0.0% 0.0% 260 +9 3.44% Q3 2026 Oct 29, 2026
SHP Wealth Management History No change 279 10 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 11, 2026
Essential Partners LLC History Added to 263 9 0.0% 0.0% 263 +95 56.55% Q3 2026 Oct 14, 2026
Parkside Financial Bank & Trust History Added to 263 9 0.0% 0.0% 261 +16 6.48% Q3 2026 Oct 27, 2026
Pinnacle Bancorp, Inc. History No change 243 9 0.0% 0.0% 262 0 0.0% Q3 2026 Oct 21, 2026
BFC Planning, Inc. History No change 247 9 0.0% 0.0% 264 0 0.0% Q2 2026 Oct 29, 2026
CULLEN/FROST BANKERS, INC. History No change 235 8 0.0% 0.0% 265 0 0.0% Q3 2026 Oct 28, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 212 8 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 27, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 205 7 0.0% 0.0% 268 +99 93.4% Q3 2026 Oct 20, 2026
SJS Investment Consulting Inc. History Added to 192 7 0.0% 0.0% 269 +85 79.44% Q3 2026 Oct 26, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 187 7 0.0% 0.0% 270 +71 61.21% Q3 2026 Oct 19, 2026
MANNING & NAPIER ADVISORS LLC History No change 188 7 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 13, 2026
City State Bank History New 174 6 0.0% — 276 +174 New Q3 2026 Oct 20, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 160 6 0.0% 0.0% 271 0 0.0% Q3 2026 Nov 06, 2026
CVA Family Office, LLC History No change 168 6 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 07, 2026
Continuum Advisory, LLC History No change 161 6 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 06, 2026
Principia Wealth Advisory, LLC History No change 159 6 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 26, 2026
Aventura Private Wealth, LLC History No change 159 6 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 15, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 135 5 0.0% 0.0% 277 0 0.0% Q3 2026 Nov 04, 2026
IMA Advisory Services, Inc. History No change 136 5 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 10, 2026
Cheviot Value Management, LLC History New 113 4 0.0% — 283 +113 New Q3 2026 Nov 09, 2026
Retirement Wealth Solutions LLC History Reduced 109 4 0.0% 0.0% 282 -44 -28.76% Q3 2026 Oct 07, 2026
North Star Investment Management Corp. History No change 125 4 0.0% 0.0% 279 0 0.0% Q3 2026 Oct 27, 2026
JNBA Financial Advisors History No change 109 4 0.0% 0.0% 280 0 0.0% Q3 2026 Nov 03, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 115 4 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 24, 2026
Acumen Wealth Advisors, LLC History New 97 3 0.0% — 291 +97 New Q3 2026 Nov 05, 2026
UMB Private Wealth Management, LLC History New 96 3 0.0% — 292 +96 New Q3 2026 Oct 19, 2026
MONTAG A & ASSOCIATES INC History New 88 3 0.0% — 290 +88 New Q3 2026 Oct 29, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 81 3 0.0% 0.0% 284 0 0.0% Q3 2026 Oct 16, 2026
MV CAPITAL MANAGEMENT, INC. History No change 106 3 0.0% 0.0% 285 0 0.0% Q3 2026 Oct 29, 2026
Buck Wealth Strategies, LLC History No change 80 3 0.0% 0.0% 286 0 0.0% Q3 2026 Oct 28, 2026
Arlington Trust Co LLC History No change 97 3 0.0% 0.0% 287 0 0.0% Q3 2026 Oct 20, 2026
JPL Wealth Management, LLC History No change 80 3 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 99 3 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 13, 2026
Planning Strategies Inc. History New 73 2 0.0% — 305 +73 New Q3 2026 Oct 02, 2026
Jacobi Capital Management LLC History New 71 2 0.0% — 304 +71 New Q3 2026 Nov 05, 2026
WPG Advisers, LLC History Added to 58 2 0.0% 0.0% 302 +4 7.41% Q3 2026 Oct 27, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 77 2 0.0% 0.0% 293 0 0.0% Q2 2026 Oct 30, 2026
LANARK FINANCIAL, INC. History No change 70 2 0.0% 0.0% 294 0 0.0% Q3 2026 Oct 26, 2026
Manchester Capital Management LLC History No change 70 2 0.0% 0.0% 295 0 0.0% Q3 2026 Oct 22, 2026
Crewe Advisors LLC History No change 54 2 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History No change 70 2 0.0% 0.0% 297 0 0.0% Q3 2026 Oct 26, 2026
CX Institutional History No change 50 2 0.0% 0.0% 298 0 0.0% Q3 2026 Oct 02, 2026
Quent Capital, LLC History No change 75 2 0.0% 0.0% 299 0 0.0% Q3 2026 Nov 09, 2026
Nemes Rush Group LLC History No change 67 2 0.0% 0.0% 300 0 0.0% Q3 2026 Nov 04, 2026
Financial Network Wealth Advisors LLC History No change 54 2 0.0% 0.0% 301 0 0.0% Q3 2026 Oct 27, 2026
Burk Holdings LLC History No change 57 2 0.0% 0.0% 303 0 0.0% Q3 2026 Nov 04, 2026
Wilmington Savings Fund Society, FSB History New 45 1 0.0% — 317 +45 New Q3 2026 Oct 23, 2026
Breakwater Investment Management History New 42 1 0.0% — 319 +42 New Q3 2026 Oct 20, 2026
GK Wealth Management LLC History New 39 1 0.0% — 320 +39 New Q3 2026 Oct 09, 2026
Addison Advisors LLC History New 29 1 0.0% — 318 +29 New Q3 2026 Nov 06, 2026
Caitong International Asset Management Co., Ltd History Added to 30 1 0.0% — 313 +27 900.0% Q3 2026 Oct 29, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 47 1 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 25 1 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 18, 2026
MOTCO History No change 43 1 0.0% 0.0% 308 0 0.0% Q3 2026 Nov 09, 2026
BOK Financial Private Wealth, Inc. History No change 36 1 0.0% 0.0% 309 0 0.0% Q2 2026 Aug 07, 2026
Grove Bank & Trust History No change 45 1 0.0% 0.0% 310 0 0.0% Q3 2026 Oct 08, 2026
Bogart Wealth, LLC History No change 30 1 0.0% 0.0% 311 0 0.0% Q3 2026 Nov 10, 2026
Elevated Capital Advisors, LLC History No change 35 1 0.0% 0.0% 312 0 0.0% Q3 2026 Nov 04, 2026
American Capital Advisory, LLC History No change 48 1 0.0% 0.0% 314 0 0.0% Q3 2026 Oct 28, 2026
Synergy Investment Management, LLC History No change 50 1 0.0% 0.0% 315 0 0.0% Q2 2026 Aug 14, 2026
Highland Investment Advisors LLC History No change 51 1 0.0% 0.0% 316 0 0.0% Q3 2026 Nov 09, 2026
Artemis Investment Management LLP History Closed out 0 0 — 0.03% — -85,561 -100.0% Q3 2026 Oct 08, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Closed out 0 0 — 0.54% — -66,400 -100.0% Q3 2026 Nov 05, 2026
TD Waterhouse Canada Inc. History Closed out 0 0 — 0.0% — -28,548 -100.0% Q3 2026 Oct 16, 2026
Gibbs Wealth Management History Closed out 0 0 — 0.03% — -6,315 -100.0% Q3 2026 Oct 22, 2026
NORDEN GROUP LLC History Closed out 0 0 — 0.02% — -5,271 -100.0% Q3 2026 Oct 20, 2026
Plante Moran Financial Advisors, LLC History Closed out 0 0 — 0.0% — -65 -100.0% Q3 2026 Nov 04, 2026
IFG Advisory, LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2026 Nov 06, 2026
Golden State Wealth Management, LLC History Closed out 0 0 — 0.0% — -35 -100.0% Q3 2026 Nov 02, 2026
Asset Dedication, LLC History Closed out 0 0 — 0.0% — -31 -100.0% Q3 2026 Nov 02, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -30 -100.0% Q3 2026 Oct 16, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Closed out 0 0 — 0.0% — -27 -100.0% Q3 2026 Oct 15, 2026
Center for Financial Planning, Inc. History New 20 0 — — — +20 New Q3 2026 Oct 26, 2026
Bare Financial Services, Inc History Closed out 0 0 — — — -15 -100.0% Q3 2026 Nov 04, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 14 0 — — — +14 New Q3 2026 Oct 15, 2026
Stone House Investment Management, LLC History Closed out 0 0 — — — -14 -100.0% Q3 2026 Oct 23, 2026
CoreCap Advisors, LLC History Reduced 13 0 — — — -13 -50.0% Q3 2026 Oct 08, 2026
Abound Wealth Management History Reduced 8 0 — — — -11 -57.89% Q3 2026 Oct 26, 2026
GODSEY & GIBB, INC History New 11 0 — — — +11 New Q3 2026 Oct 14, 2026
StrongBox Wealth, LLC History New 10 0 — — — +10 New Q3 2026 Nov 02, 2026
Cassaday & Co Wealth Management LLC History Closed out 0 0 — — — -10 -100.0% Q3 2026 Oct 27, 2026
Monetary Solutions, Ltd History Added to 16 0 — — — +6 60.0% Q3 2026 Oct 22, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 6 0 — — — +6 New Q3 2026 Oct 09, 2026
Institute for Wealth Management, LLC. History Closed out 0 0 — — — -5 -100.0% Q3 2026 Nov 06, 2026
Godfrey Financial Associates, Inc. History Reduced 15 0 — — — -4 -21.05% Q3 2026 Nov 09, 2026
CENTRAL TRUST Co History No change 23 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Triumph Capital Management History No change 13 0 — — — 0 0.0% Q3 2026 Oct 14, 2026
Beaird Harris Wealth Management, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 08, 2026
Mosley Wealth Management History No change 5 0 — — — 0 0.0% Q3 2026 Oct 16, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Kilter Group LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 11, 2026