KB Financial Group Inc. - KB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,399,927 | 295,553 | 0.05% | 0.05% | 1 | -3,456 | -0.14% | Q3 2026 | Nov 04, 2026 |
| BlackRock, Inc. | History | No change | 2,503,247 | 262,740 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 1,498,937 | 157,328 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,395,373 | 146,458 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 1,156,398 | 121,375 | 0.05% | 0.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,007,491 | 105,746 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 860,141 | 90,280 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 648,666 | 68,092 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 621,848 | 65,269 | 0.07% | 0.07% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 474,403 | 58,400 | 1.06% | 1.03% | 10 | -76,798 | -13.93% | Q3 2026 | Oct 27, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 488,438 | 51,266 | 0.28% | 0.28% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 385,810 | 40,494 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 396,115 | 40,126 | 0.07% | 0.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 315,741 | 38,867 | 0.02% | 0.02% | 14 | +16,830 | 5.63% | Q3 2026 | Nov 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 363,470 | 38,149 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 347,200 | 36,442 | 0.25% | 0.25% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 325,521 | 34,167 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 312,188 | 32,767 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 286,393 | 30,059 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 258,551 | 27,137 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 251,922 | 26,441 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 248,305 | 26,062 | 2.72% | 2.72% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 221,569 | 23,255 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 201,350 | 21,134 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 170,789 | 17,926 | 0.08% | 0.08% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trinity Street Asset Management LLP | History | Reduced | 144,483 | 17,785 | 0.95% | 0.79% | 26 | -2,184 | -1.49% | Q3 2026 | Oct 16, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 163,006 | 17,109 | 0.11% | 0.11% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 161,706 | 16,972 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 147,421 | 15,473 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADVISORY RESEARCH INC | History | No change | 135,607 | 14,233 | 1.42% | 1.42% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 133,773 | 14,040 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cullen Capital Management, LLC | History | No change | 130,140 | 13,659 | 0.13% | 0.13% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 108,727 | 13,384 | 0.15% | 0.16% | 33 | -13,032 | -10.7% | Q3 2026 | Nov 03, 2026 |
| Promethos Capital, LLC | History | No change | 126,255 | 13,251 | 3.6% | 3.6% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 123,909 | 13,005 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 109,220 | 11,451 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nykredit A/S | History | No change | 104,099 | 10,926 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 104,010 | 10,916 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 109,766 | 10,793 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 106,348 | 10,773 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 99,481 | 10,441 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 92,433 | 9,701 | 0.19% | 0.19% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Life Cycle Investment Partners Ltd | History | No change | 89,944 | 9,440 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 87,427 | 9,176 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Boston Partners | History | No change | 84,775 | 8,950 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital International Investors | History | No change | 85,111 | 8,919 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 74,954 | 7,867 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 62,984 | 7,753 | 1.08% | 0.87% | 48 | +2,610 | 4.32% | Q3 2026 | Oct 13, 2026 |
| NewEdge Wealth, LLC | History | No change | 73,162 | 7,679 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 70,136 | 7,357 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 68,216 | 7,159 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 57,867 | 7,123 | 0.0% | 0.0% | 52 | -506 | -0.87% | Q3 2026 | Nov 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 54,852 | 6,752 | 0.06% | 0.06% | 53 | +8,444 | 18.2% | Q3 2026 | Oct 28, 2026 |
| Gradient Investments LLC | History | Reduced | 51,836 | 6,380 | 0.09% | 0.08% | 54 | -1,106 | -2.09% | Q3 2026 | Oct 08, 2026 |
| LPL Financial LLC | History | No change | 59,154 | 6,208 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vident Advisory, LLC | History | No change | 56,047 | 5,882 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 55,107 | 5,784 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Calamos Wealth Management LLC | History | Added to | 46,762 | 5,756 | 0.16% | 0.13% | 58 | +4,854 | 11.58% | Q3 2026 | Nov 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 47,127 | 5,723 | 0.15% | 0.14% | 59 | -63 | -0.13% | Q3 2026 | Oct 20, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 54,227 | 5,691 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 53,880 | 5,655 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 53,185 | 5,582 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Research Global Investors | History | No change | 53,354 | 5,404 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Henry James International Management Inc. | History | Added to | 43,297 | 5,329 | 1.61% | 1.36% | 64 | +29 | 0.07% | Q3 2026 | Oct 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 47,192 | 4,953 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 46,259 | 4,855 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 44,832 | 4,705 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 44,034 | 4,621 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 43,179 | 4,532 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 42,730 | 4,484 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Artemis Investment Management LLP | History | Added to | 36,202 | 4,456 | 0.04% | 0.01% | 71 | +24,234 | 202.49% | Q3 2026 | Oct 08, 2026 |
| Capital World Investors | History | No change | 42,690 | 4,324 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 39,210 | 4,115 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Point72 Asset Management, L.P. | History | No change | 39,011 | 4,094 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sava Infond d.o.o. | History | Added to | 32,000 | 3,939 | 0.23% | 0.07% | 75 | +23,000 | 255.56% | Q3 2026 | Oct 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 36,334 | 3,813 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 35,783 | 3,755 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 30,124 | 3,708 | 0.05% | 0.04% | 78 | -272 | -0.89% | Q3 2026 | Oct 23, 2026 |
| Ballentine Partners, LLC | History | No change | 35,233 | 3,698 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IEQ CAPITAL, LLC | History | No change | 34,329 | 3,603 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 33,731 | 3,540 | 0.58% | 0.58% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 32,741 | 3,434 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 32,351 | 3,394 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 31,331 | 3,288 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 26,250 | 3,231 | 0.18% | 0.17% | 85 | -2,536 | -8.81% | Q3 2026 | Oct 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,478 | 3,200 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 29,694 | 3,116 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisors Asset Management, Inc. | History | No change | 28,888 | 3,032 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 28,476 | 2,988 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 28,221 | 2,962 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 23,615 | 2,907 | 0.11% | 0.09% | 91 | +1,645 | 7.49% | Q3 2026 | Oct 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 27,457 | 2,882 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 27,209 | 2,855 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 22,150 | 2,822 | 0.01% | 0.01% | 94 | +232 | 1.06% | Q3 2026 | Oct 29, 2026 |
| ARIEL INVESTMENTS, LLC | History | No change | 26,798 | 2,812 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 26,510 | 2,782 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 25,664 | 2,693 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 21,827 | 2,686 | 0.03% | 0.03% | 98 | -2,631 | -10.76% | Q3 2026 | Oct 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 24,216 | 2,541 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 20,437 | 2,516 | 0.02% | 0.01% | 100 | +3,319 | 19.39% | Q3 2026 | Oct 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 23,869 | 2,505 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,805 | 2,498 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 23,567 | 2,473 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 19,774 | 2,434 | 0.27% | 0.24% | 104 | -1,719 | -8.0% | Q3 2026 | Nov 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 22,834 | 2,396 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 23,187 | 2,348 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 22,034 | 2,312 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Caprock Group, LLC | History | No change | 21,878 | 2,296 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 20,288 | 2,129 | 0.37% | 0.37% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 19,958 | 2,094 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,789 | 2,077 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 19,320 | 2,027 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | Added to | 16,281 | 2,004 | 0.02% | 0.02% | 113 | +904 | 5.88% | Q3 2026 | Oct 15, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 16,000 | 1,969 | 1.71% | 1.25% | 114 | -3,000 | -15.79% | Q3 2026 | Oct 19, 2026 |
| GREENLEAF TRUST | History | Reduced | 15,917 | 1,959 | 0.02% | 0.02% | 115 | -340 | -2.09% | Q3 2026 | Oct 29, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 15,658 | 1,927 | 0.3% | 0.24% | 116 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,615 | 1,922 | 0.03% | 0.02% | 117 | +94 | 0.61% | Q3 2026 | Nov 03, 2026 |
| PCM Encore, LLC | History | No change | 17,678 | 1,855 | 0.33% | 0.33% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 17,585 | 1,845 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Solstein Capital, LLC | History | No change | 14,987 | 1,844 | 0.65% | 0.54% | 120 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Voleon Capital Management LP | History | No change | 17,558 | 1,842 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 16,325 | 1,713 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TT International Asset Management LTD | History | New | 13,609 | 1,675 | 0.19% | — | 123 | +13,609 | New | Q3 2026 | Oct 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,517 | 1,628 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Bleakley Financial Group, LLC | History | No change | 15,222 | 1,597 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 15,498 | 1,594 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,626 | 1,430 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 13,451 | 1,411 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 11,454 | 1,409 | 0.31% | 0.23% | 129 | +1,360 | 13.47% | Q3 2026 | Oct 08, 2026 |
| Focus Partners Wealth | History | No change | 13,344 | 1,400 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 13,121 | 1,377 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 10,942 | 1,346 | 0.04% | 0.03% | 132 | -67 | -0.61% | Q3 2026 | Oct 13, 2026 |
| Nuveen, LLC | History | No change | 12,782 | 1,341 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 12,665 | 1,329 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PDS Planning, Inc | History | Reduced | 10,692 | 1,316 | 0.07% | 0.07% | 135 | -1,216 | -10.21% | Q3 2026 | Nov 03, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 12,500 | 1,312 | 0.36% | 0.36% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 12,496 | 1,311 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,480 | 1,290 | 0.0% | 0.0% | 138 | -1,090 | -9.42% | Q3 2026 | Oct 16, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 10,270 | 1,264 | 0.06% | 0.05% | 139 | +161 | 1.59% | Q3 2026 | Oct 28, 2026 |
| Bridgewater Advisors Inc. | History | No change | 10,504 | 1,261 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,937 | 1,252 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 10,154 | 1,249 | 0.06% | 0.06% | 142 | -1,258 | -11.02% | Q3 2026 | Oct 13, 2026 |
| HighTower Advisors, LLC | History | No change | 11,822 | 1,240 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,762 | 1,234 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 11,526 | 1,209 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,527 | 1,209 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E. Ohman J:or Asset Management AB | History | New | 9,690 | 1,192 | 0.03% | — | 147 | +9,690 | New | Q3 2026 | Oct 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,144 | 1,169 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 10,794 | 1,132 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 10,601 | 1,112 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 10,500 | 1,102 | 0.08% | 0.08% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,270 | 1,077 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 10,198 | 1,068 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,738 | 1,066 | 0.0% | 0.0% | 154 | +1,002 | 12.95% | Q3 2026 | Oct 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 8,645 | 1,064 | 0.01% | 0.01% | 155 | +2,591 | 42.8% | Q3 2026 | Oct 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,547 | 1,052 | 0.0% | 0.0% | 156 | +430 | 5.3% | Q3 2026 | Oct 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 8,375 | 1,030 | 0.05% | 0.04% | 157 | -425 | -4.83% | Q3 2026 | Oct 26, 2026 |
| Venturi Wealth Management, LLC | History | No change | 9,693 | 1,017 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 9,679 | 1,015 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Reduced | 7,970 | 981 | 0.3% | 0.26% | 160 | -105 | -1.3% | Q3 2026 | Oct 19, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 9,496 | 962 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | No change | 7,640 | 940 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| LGT Group Foundation | History | No change | 8,835 | 927 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Family Investments, Inc. | History | No change | 8,811 | 924 | 0.27% | 0.27% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BSW Wealth Partners | History | No change | 8,265 | 867 | 0.1% | 0.1% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 8,107 | 849 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Canopy Partners, LLC | History | Reduced | 6,846 | 842 | 0.24% | 0.23% | 167 | -328 | -4.57% | Q3 2026 | Oct 28, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,738 | 829 | 0.02% | 0.02% | 168 | -1,167 | -14.76% | Q3 2026 | Oct 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 6,755 | 824 | 0.0% | 0.0% | 169 | +914 | 15.65% | Q3 2026 | Nov 04, 2026 |
| XPONANCE LLC | History | Reduced | 6,635 | 816 | 0.0% | 0.0% | 171 | -643 | -8.83% | Q3 2026 | Nov 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,775 | 816 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,552 | 806 | 0.0% | 0.0% | 172 | +198 | 3.12% | Q3 2026 | Oct 23, 2026 |
| Engineers Gate Manager LP | History | No change | 7,668 | 804 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7,522 | 789 | 0.09% | 0.09% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 6,203 | 763 | 0.07% | 0.06% | 175 | +1,126 | 22.18% | Q3 2026 | Oct 27, 2026 |
| SEEDS INVESTOR LLC | History | No change | 7,015 | 736 | 0.08% | 0.08% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | Reduced | 5,854 | 721 | 0.04% | 0.06% | 177 | -4,722 | -44.65% | Q3 2026 | Oct 28, 2026 |
| GAMMA Investing LLC | History | Added to | 5,846 | 719 | 0.02% | 0.02% | 178 | +972 | 19.94% | Q3 2026 | Oct 08, 2026 |
| STATE STREET CORP | History | No change | 6,646 | 697 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 6,600 | 692 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,496 | 676 | 0.01% | 0.01% | 181 | +67 | 1.23% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,416 | 673 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CIBC Asset Management Inc | History | No change | 6,408 | 672 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,407 | 672 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Naviter Wealth, LLC | History | No change | 6,408 | 672 | 0.06% | 0.06% | 185 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plato Investment Management Ltd | History | No change | 6,213 | 648 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 5,154 | 634 | 0.03% | 0.03% | 187 | -228 | -4.24% | Q3 2026 | Oct 20, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 5,087 | 626 | 0.01% | 0.01% | 188 | +332 | 6.98% | Q3 2026 | Oct 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,947 | 624 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,954 | 624 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 4,977 | 612 | 0.01% | 0.01% | 191 | +13 | 0.26% | Q3 2026 | Oct 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 5,816 | 610 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,882 | 601 | 0.02% | 0.02% | 193 | -127 | -2.54% | Q3 2026 | Nov 04, 2026 |
| SYON CAPITAL LLC | History | No change | 5,590 | 586 | 0.03% | 0.03% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 5,505 | 577 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Reduced | 4,617 | 570 | 0.0% | 0.0% | 196 | -6,070 | -56.8% | Q3 2026 | Oct 27, 2026 |
| Candriam S.C.A. | History | No change | 4,603 | 568 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 4,617 | 568 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,572 | 562 | 0.0% | 0.0% | 199 | -102 | -2.18% | Q3 2026 | Oct 08, 2026 |
| Empowered Funds, LLC | History | No change | 5,304 | 556 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foster Group, Inc. | History | Reduced | 4,452 | 548 | 0.01% | 0.01% | 201 | -35 | -0.78% | Q3 2026 | Oct 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 5,228 | 548 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,177 | 543 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WINTON GROUP Ltd | History | No change | 5,100 | 535 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 5,024 | 527 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MW ADVISORY, LLC | History | Added to | 4,236 | 521 | 0.21% | 0.13% | 206 | +1,038 | 32.46% | Q3 2026 | Oct 19, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 4,675 | 491 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 3,938 | 484 | 0.01% | 0.01% | 208 | -222 | -5.34% | Q3 2026 | Oct 22, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 4,597 | 482 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 4,545 | 477 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sivia Capital Partners, LLC | History | No change | 4,543 | 476 | 0.06% | 0.06% | 211 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Tuttle Capital Management, LLC | History | New | 3,826 | 473 | 0.21% | — | 212 | +3,826 | New | Q3 2026 | Oct 21, 2026 |
| ASSETMARK, INC | History | Added to | 3,825 | 470 | 0.0% | 0.0% | 213 | +1,376 | 56.19% | Q3 2026 | Oct 21, 2026 |
| Greenspring Advisors, LLC | History | No change | 4,430 | 464 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | Added to | 3,734 | 459 | 0.0% | 0.0% | 215 | +227 | 6.47% | Q3 2026 | Oct 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,334 | 454 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Savant Capital, LLC | History | No change | 4,196 | 441 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 4,184 | 439 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,100 | 430 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JBF Capital, Inc. | History | No change | 4,000 | 419 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 3,364 | 414 | 0.05% | 0.04% | 221 | +191 | 6.02% | Q3 2026 | Nov 04, 2026 |
| InTrack Investment Management Inc | History | Added to | 3,195 | 393 | 0.19% | 0.13% | 222 | +755 | 30.94% | Q3 2026 | Oct 15, 2026 |
| Rose Capital Advisors LLC | History | New | 3,185 | 392 | 0.1% | — | 224 | +3,185 | New | Q3 2026 | Nov 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,186 | 392 | 0.04% | 0.04% | 223 | -469 | -12.83% | Q3 2026 | Oct 27, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,637 | 381 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,608 | 378 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HUB Investment Partners, LLC | History | Added to | 3,040 | 374 | 0.01% | 0.01% | 227 | +77 | 2.6% | Q3 2026 | Nov 03, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 3,563 | 373 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 3,547 | 372 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Callan Family Office, LLC | History | No change | 3,553 | 372 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GK Wealth Management LLC | History | Reduced | 2,928 | 360 | 0.2% | 0.25% | 231 | -1,541 | -34.48% | Q3 2026 | Oct 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,378 | 354 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JMN Financial LLC | History | No change | 3,358 | 352 | 0.27% | 0.27% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | Added to | 2,832 | 348 | 0.01% | 0.01% | 234 | +560 | 24.65% | Q3 2026 | Oct 30, 2026 |
| M&T BANK CORP | History | No change | 3,271 | 343 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 2,784 | 342 | 0.06% | 0.06% | 236 | +88 | 3.26% | Q3 2026 | Oct 20, 2026 |
| Mattson Financial Services, LLC | History | No change | 2,809 | 337 | 0.07% | 0.07% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,699 | 332 | 0.0% | 0.0% | 238 | -140 | -4.93% | Q3 2026 | Nov 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,696 | 331 | 0.0% | 0.0% | 239 | +739 | 37.76% | Q3 2026 | Oct 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,683 | 330 | 0.0% | 0.0% | 240 | +51 | 1.94% | Q3 2026 | Oct 20, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 2,628 | 323 | 0.01% | 0.01% | 241 | -4 | -0.15% | Q3 2026 | Oct 26, 2026 |
| Composition Wealth, LLC | History | No change | 3,019 | 316 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GeoWealth Management, LLC | History | No change | 3,008 | 316 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BESSEMER GROUP INC | History | No change | 2,962 | 311 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 2,965 | 311 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 2,503 | 308 | 0.01% | 0.01% | 246 | +59 | 2.41% | Q3 2026 | Oct 15, 2026 |
| Aspen Grove Capital, LLC | History | No change | 2,864 | 300 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,828 | 296 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 2,402 | 295 | 0.01% | 0.01% | 249 | -162 | -6.32% | Q3 2026 | Oct 26, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 2,305 | 283 | 0.12% | 0.1% | 250 | -76 | -3.19% | Q3 2026 | Nov 03, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 2,289 | 281 | 0.01% | — | 251 | +2,289 | New | Q3 2026 | Oct 13, 2026 |
| First Affirmative Financial Network | History | New | 2,261 | 278 | 0.06% | — | 252 | +2,261 | New | Q3 2026 | Oct 21, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,236 | 275 | 0.01% | 0.0% | 253 | +95 | 4.44% | Q3 2026 | Oct 08, 2026 |
| Brown Financial Advisors | History | No change | 2,626 | 275 | 0.1% | 0.1% | 254 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Optas, LLC | History | No change | 2,610 | 273 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 2,584 | 271 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Family Office, LLC | History | No change | 2,576 | 270 | 0.14% | 0.14% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | New | 2,182 | 268 | 0.01% | — | 258 | +2,182 | New | Q3 2026 | Nov 04, 2026 |
| Allworth Financial LP | History | No change | 2,546 | 267 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 2,165 | 266 | 0.04% | 0.05% | 260 | -99 | -4.37% | Q3 2026 | Nov 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,536 | 266 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 2,150 | 264 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 2,091 | 257 | 0.18% | 0.16% | 263 | -24 | -1.13% | Q3 2026 | Oct 09, 2026 |
| Americana Partners, LLC | History | Added to | 2,069 | 254 | 0.01% | 0.0% | 264 | +18 | 0.88% | Q3 2026 | Oct 28, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 2,380 | 249 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 2,397 | 247 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 1,930 | 237 | 0.03% | — | 267 | +1,930 | New | Q3 2026 | Oct 30, 2026 |
| Apollon Wealth Management, LLC | History | New | 1,903 | 234 | 0.0% | — | 268 | +1,903 | New | Q3 2026 | Oct 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 1,878 | 231 | 0.0% | — | 269 | +1,878 | New | Q3 2026 | Nov 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | New | 1,848 | 227 | 0.0% | — | 270 | +1,848 | New | Q3 2026 | Oct 20, 2026 |
| CHOREO, LLC | History | Reduced | 1,834 | 225 | 0.0% | 0.0% | 273 | -457 | -19.95% | Q3 2026 | Oct 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,149 | 225 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 2,150 | 225 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 2,143 | 224 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | No change | 2,128 | 223 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rehmann Capital Advisory Group | History | No change | 2,122 | 222 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Calydon Capital | History | No change | 2,111 | 221 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Syverson Strege & Co | History | New | 1,789 | 220 | 0.05% | — | 278 | +1,789 | New | Q3 2026 | Nov 02, 2026 |
| Diversified Trust Co | History | No change | 2,075 | 217 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | New | 1,744 | 214 | 0.0% | — | 281 | +1,744 | New | Q3 2026 | Nov 04, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 1,742 | 214 | 0.0% | 0.0% | 280 | -304 | -14.86% | Q3 2026 | Oct 27, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 1,717 | 211 | 0.01% | — | 282 | +1,717 | New | Q3 2026 | Oct 27, 2026 |
| Leo Wealth, LLC | History | New | 1,684 | 207 | 0.04% | — | 283 | +1,684 | New | Q3 2026 | Oct 26, 2026 |
| HARRIS ASSOCIATES L P | History | No change | 1,944 | 204 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,952 | 204 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frec Markets, Inc. | History | No change | 1,930 | 202 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,916 | 201 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,882 | 197 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,228 | 149 | 0.0% | 0.0% | 289 | +50 | 4.24% | Q3 2026 | Oct 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,303 | 136 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SG Americas Securities, LLC | History | No change | 1,291 | 136 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,180 | 123 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Inspire Investing, LLC | History | Added to | 981 | 120 | 0.01% | 0.0% | 293 | +25 | 2.62% | Q3 2026 | Oct 22, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 987 | 103 | 0.06% | 0.06% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 958 | 100 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 770 | 95 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| WealthCollab, LLC | History | No change | 898 | 94 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 743 | 91 | 0.0% | 0.0% | 299 | +27 | 3.77% | Q3 2026 | Oct 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 870 | 91 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 739 | 90 | 0.01% | — | 301 | +739 | New | Q3 2026 | Oct 29, 2026 |