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 | No change | 6,033,914 | 229,530 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 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 |
| STATE STREET CORP | History | No change | 32,135 | 1,222 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Savant Capital, LLC | History | Added to | 32,283 | 1,217 | 0.0% | 0.0% | 86 | +1,128 | 3.62% | Q3 2026 | Nov 05, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 31,458 | 1,186 | 0.06% | 0.06% | 87 | -1,598 | -4.83% | Q3 2026 | Oct 13, 2026 |
| Caprock Group, LLC | History | No change | 31,176 | 1,185 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 31,235 | 1,177 | 0.03% | 0.03% | 89 | +3,659 | 13.27% | Q3 2026 | Oct 13, 2026 |
| SYON CAPITAL LLC | History | No change | 29,862 | 1,135 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 29,371 | 1,117 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 28,321 | 1,068 | 0.01% | 0.01% | 92 | -2,562 | -8.3% | Q3 2026 | Oct 26, 2026 |
| OneAscent Investment Solutions LLC | History | No change | 27,978 | 1,064 | 1.01% | 1.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Research Partners LLC | History | Added to | 28,073 | 1,058 | 0.36% | 0.35% | 94 | +770 | 2.82% | Q3 2026 | Oct 19, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 27,910 | 1,052 | 0.01% | 0.01% | 95 | -50 | -0.18% | Q3 2026 | Oct 05, 2026 |
| Lido Advisors, LLC | History | Added to | 27,879 | 1,051 | 0.0% | 0.0% | 96 | +2,316 | 9.06% | Q3 2026 | Nov 04, 2026 |
| Plan A Wealth LLC | History | Added to | 27,772 | 1,047 | 0.37% | 0.44% | 97 | +535 | 1.96% | Q3 2026 | Oct 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 27,258 | 1,036 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 26,589 | 1,002 | 0.0% | 0.0% | 99 | -12,034 | -31.16% | Q3 2026 | Nov 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 26,360 | 1,002 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CHOREO, LLC | History | Added to | 26,378 | 994 | 0.01% | 0.01% | 101 | +48 | 0.18% | Q3 2026 | Oct 28, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 24,810 | 943 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 24,548 | 933 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 23,590 | 889 | 0.27% | 0.28% | 104 | -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% | 105 | +7,626 | 48.16% | Q3 2026 | Oct 27, 2026 |
| XTX Topco Ltd | History | No change | 22,885 | 870 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 22,727 | 864 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 22,540 | 849 | 0.01% | 0.0% | 108 | +1,073 | 5.0% | Q3 2026 | Nov 05, 2026 |
| Nuveen, LLC | History | No change | 22,021 | 837 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,919 | 795 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vident Advisory, LLC | History | No change | 20,736 | 788 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Naviter Wealth, LLC | History | No change | 20,456 | 778 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 20,593 | 776 | 0.07% | 0.07% | 113 | +418 | 2.07% | Q3 2026 | Oct 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,468 | 771 | 0.0% | 0.0% | 114 | -3,320 | -13.96% | Q3 2026 | Oct 30, 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 |
| JMN Financial LLC | History | No change | 14,898 | 566 | 0.44% | 0.44% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,013 | 550 | 0.0% | 0.0% | 132 | +2,569 | 20.64% | Q3 2026 | Oct 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 14,423 | 548 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 14,043 | 534 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascent Group, LLC | History | Added to | 13,378 | 504 | 0.02% | 0.01% | 135 | +1,531 | 12.92% | Q3 2026 | Oct 30, 2026 |
| Optas, LLC | History | Added to | 13,359 | 503 | 0.07% | 0.07% | 136 | +429 | 3.32% | Q3 2026 | Nov 06, 2026 |
| HRT FINANCIAL LP | History | No change | 13,166 | 500 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 12,845 | 484 | 0.0% | 0.0% | 138 | +246 | 1.95% | Q3 2026 | Nov 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 12,703 | 483 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | No change | 12,677 | 482 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | Reduced | 12,777 | 481 | 0.03% | 0.03% | 141 | -10 | -0.08% | Q3 2026 | Nov 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 12,647 | 481 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 12,114 | 456 | 0.01% | 0.0% | 143 | +5,795 | 91.71% | Q3 2026 | Oct 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 11,963 | 455 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Abel Hall, LLC | History | Reduced | 11,593 | 437 | 0.08% | 0.08% | 145 | -3 | -0.03% | Q3 2026 | Oct 19, 2026 |
| GAMMA Investing LLC | History | Added to | 11,552 | 435 | 0.01% | 0.01% | 146 | +1,113 | 10.66% | Q3 2026 | Oct 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 11,301 | 426 | 0.01% | 0.01% | 147 | +594 | 5.55% | Q3 2026 | Nov 09, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 11,035 | 419 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,991 | 414 | 0.02% | 0.02% | 149 | +920 | 9.14% | Q3 2026 | Oct 28, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 10,977 | 413 | 0.05% | 0.06% | 150 | -1,569 | -12.51% | Q3 2026 | Nov 04, 2026 |
| Greenspring Advisors, LLC | History | New | 10,670 | 402 | 0.02% | — | 151 | +10,670 | New | Q3 2026 | Nov 05, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,347 | 393 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,338 | 389 | 0.01% | 0.01% | 153 | +1 | 0.01% | Q3 2026 | Nov 03, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 10,193 | 384 | 0.04% | 0.04% | 154 | -493 | -4.61% | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 9,980 | 383 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 9,760 | 371 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,751 | 370 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Group California, Inc. | History | New | 9,789 | 369 | 0.11% | — | 158 | +9,789 | New | Q3 2026 | Nov 09, 2026 |
| Mattson Financial Services, LLC | History | No change | 8,865 | 353 | 0.07% | 0.07% | 159 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Net Worth Advisory Group | History | Reduced | 9,341 | 348 | 0.09% | 0.11% | 160 | -1,693 | -15.34% | Q3 2026 | Oct 19, 2026 |
| Promethos Capital, LLC | History | No change | 9,070 | 345 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 8,866 | 337 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 8,758 | 333 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Global Advisors, LLC | History | No change | 8,760 | 333 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALLADIEM, LLC | History | No change | 8,568 | 323 | 0.32% | 0.32% | 165 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Pure Financial Advisors, LLC | History | No change | 8,411 | 319 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 8,401 | 319 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,434 | 318 | 0.0% | 0.0% | 168 | +1,303 | 18.27% | Q3 2026 | Nov 06, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 8,432 | 317 | 0.12% | 0.09% | 169 | +786 | 10.28% | Q3 2026 | Oct 26, 2026 |
| Brown Financial Advisors | History | No change | 8,248 | 313 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Aug 26, 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 |
| DEUTSCHE BANK AG\ | History | No change | 4,727 | 178 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,437 | 167 | 0.0% | 0.0% | 205 | +543 | 13.94% | Q3 2026 | Oct 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,703 | 140 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 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 |
| True Wealth Design, LLC | History | Added to | 924 | 34 | 0.01% | 0.01% | 228 | +216 | 30.51% | Q3 2026 | Oct 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 905 | 34 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 894 | 33 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 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 |