Limbach Holdings, Inc. - LMB

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 979,355 75,410 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 864,210 66,544 0.11% 0.11% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 735,521 56,635 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 481,321 37,061 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
ROYCE & ASSOCIATES LP History No change 444,317 34,212 0.28% 0.28% 5 0 0.0% Q2 2026 Aug 14, 2026
WASATCH ADVISORS LP History No change 380,863 29,326 0.19% 0.19% 6 0 0.0% Q2 2026 Jul 09, 2026
NEUMEIER POMA INVESTMENT COUNSEL LLC History No change 323,953 24,944 1.71% 1.71% 7 0 0.0% Q2 2026 Aug 13, 2026
CastleKnight Management LP History No change 320,500 24,678 0.33% 0.33% 8 0 0.0% Q2 2026 Aug 14, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 298,043 22,953 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 12, 2026
CORSAIR CAPITAL MANAGEMENT, L.P. History No change 287,685 22,151 2.77% 2.77% 10 0 0.0% Q2 2026 Aug 14, 2026
DIMENSIONAL FUND ADVISORS LP History No change 264,780 20,389 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 11, 2026
STATE STREET CORP History No change 253,618 19,528 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 22, 2026
SEGALL BRYANT & HAMILL, LLC History No change 250,836 19,314 0.23% 0.23% 13 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 234,328 18,043 0.0% 0.0% 14 0 0.0% Q2 2026 Sep 02, 2026
Rockefeller Capital Management L.P. History No change 209,442 16,127 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 13, 2026
GENEVA CAPITAL MANAGEMENT LLC History No change 185,528 14,285 0.33% 0.33% 16 0 0.0% Q2 2026 Aug 06, 2026
Boston Partners History No change 167,873 12,864 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 04, 2026
JANE STREET GROUP, LLC History No change 153,035 11,783 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 151,108 11,635 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 143,174 11,024 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 137,324 10,573 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 133,904 10,310 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Polar Asset Management Partners Inc. History No change 131,901 10,156 0.17% 0.17% 23 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 129,565 9,976 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Granite Investment Partners, LLC History No change 110,620 8,517 0.44% 0.44% 25 0 0.0% Q2 2026 Aug 07, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 92,177 7,097 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 90,295 6,952 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD FIDUCIARY TRUST CO History No change 80,343 6,186 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 77,771 5,988 0.01% 0.01% 29 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 73,304 5,644 0.0% 0.0% 30 0 0.0% Q2 2026 Sep 23, 2026
MILLENNIUM MANAGEMENT LLC History No change 70,576 5,434 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 67,033 5,161 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
CenterBook Partners LP History No change 64,442 4,962 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 11, 2026
River Road Asset Management, LLC History No change 61,247 4,716 0.05% 0.05% 34 0 0.0% Q2 2026 Jul 17, 2026
Qube Research & Technologies Ltd History No change 59,023 4,544 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 49,611 3,820 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 47,292 3,641 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
Grandeur Peak Global Advisors, LLC History No change 47,007 3,619 0.84% 0.84% 38 0 0.0% Q2 2026 Aug 17, 2026
WELLS FARGO & COMPANY/MN History No change 46,652 3,592 0.0% 0.0% 39 0 0.0% Q2 2026 Aug 14, 2026
VELA Investment Management, LLC History No change 45,166 3,477 0.76% 0.76% 40 0 0.0% Q2 2026 Aug 27, 2026
UBS Group AG History No change 45,082 3,471 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 13, 2026
Emerald Investment Advisers, LLC History No change 41,505 3,195 0.21% 0.21% 42 0 0.0% Q2 2026 Aug 12, 2026
ISTHMUS PARTNERS, LLC History No change 41,324 3,181 0.31% 0.31% 43 0 0.0% Q2 2026 Jul 20, 2026
Walleye Capital LLC History No change 39,253 3,022 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 03, 2026
Bank of New York Mellon Corp History No change 38,719 2,981 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 06, 2026
AMERIPRISE FINANCIAL INC History No change 37,802 2,910 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
KR Capital LP History No change 37,585 2,894 0.29% 0.29% 47 0 0.0% Q2 2026 Aug 14, 2026
NEXT CENTURY GROWTH INVESTORS LLC History No change 36,002 2,772 0.15% 0.15% 48 0 0.0% Q2 2026 Aug 14, 2026
Expect Equity LLC History No change 34,587 2,663 1.71% 1.71% 49 0 0.0% Q2 2026 Aug 14, 2026
Nuveen, LLC History No change 29,394 2,263 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 11, 2026
EASTERLY INVESTMENT PARTNERS LLC History No change 28,705 2,210 0.11% 0.11% 51 0 0.0% Q2 2026 Jul 23, 2026
Quantinno Capital Management LP History No change 28,634 2,204 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 28,525 2,190 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
CAMPBELL NEWMAN ASSET MANAGEMENT INC History No change 26,198 2,017 0.15% 0.15% 54 0 0.0% Q2 2026 Jul 21, 2026
AMERICAN CENTURY COMPANIES INC History No change 25,357 1,952 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 23,213 1,787 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 29, 2026
Corient Private Wealth LP History No change 23,135 1,781 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 27, 2026
ROYAL BANK OF CANADA History No change 22,489 1,731 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 22,329 1,719 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History No change 21,913 1,686 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 21,769 1,676 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
Swiss National Bank History No change 21,100 1,624 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 11, 2026
Kerrisdale Advisers, LLC History No change 20,510 1,579 0.4% 0.4% 63 0 0.0% Q2 2026 Aug 14, 2026
JB CAPITAL PARTNERS LP History No change 20,000 1,540 0.24% 0.24% 64 0 0.0% Q2 2026 Aug 11, 2026
WESBANCO BANK INC History No change 18,800 1,447 0.04% 0.04% 65 0 0.0% Q2 2026 Jul 28, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 15,888 1,223 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 15,738 1,211 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 15,288 1,178 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
SIG BROKERAGE, LP History No change 15,000 1,155 0.02% 0.02% 69 0 0.0% Q2 2026 Aug 14, 2026
RHUMBLINE ADVISERS History No change 14,690 1,131 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 11, 2026
WITTENBERG INVESTMENT MANAGEMENT, INC. History No change 14,597 1,123 0.38% 0.38% 71 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 14,465 1,113 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 06, 2026
Russell Investments Group, Ltd. History No change 13,545 1,042 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
BRIGHTON JONES LLC History No change 13,500 1,039 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 11, 2026
PFG Advisors History No change 12,555 966 0.05% 0.05% 75 0 0.0% Q2 2026 Jul 16, 2026
TUDOR INVESTMENT CORP ET AL History No change 12,500 962 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 12,051 927 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
CREDIT AGRICOLE S A History No change 12,000 924 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 11,938 919 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 07, 2026
PEAK6 LLC History No change 11,810 909 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 11,703 901 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 24, 2026
BANK OF AMERICA CORP /DE/ History No change 11,425 879 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 10,545 831 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 10,240 799 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 10,383 799 0.02% 0.02% 85 0 0.0% Q2 2026 Aug 14, 2026
Legal & General Group Plc History No change 10,330 795 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 9,342 719 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 9,104 701 0.01% 0.01% 88 0 0.0% Q2 2026 Aug 11, 2026
SG Americas Securities, LLC History No change 9,040 696 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 8,929 687 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 8,445 650 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 13, 2026
IMC-Chicago, LLC History No change 8,192 630 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 06, 2026
Aquatic Capital Management LLC History No change 8,158 628 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 8,075 621 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 8,056 620 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 7,289 561 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 03, 2026
Headlands Technologies LLC History No change 7,208 555 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 6,462 509 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History No change 6,549 504 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
ALPS ADVISORS INC History No change 6,345 488 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 29, 2026
BOURGEON CAPITAL MANAGEMENT LLC History No change 6,000 462 0.07% 0.07% 101 0 0.0% Q2 2026 Jul 22, 2026
LPL Financial LLC History No change 5,864 451 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History No change 5,679 443 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Vise Technologies, Inc. History No change 5,337 410 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 10, 2026
FAS Wealth Partners, Inc. History No change 5,253 404 0.02% 0.02% 105 0 0.0% Q2 2026 Jul 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,203 400 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 06, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 5,176 398 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
SATURNA CAPITAL CORP History No change 5,145 396 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 5,140 395 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 17, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 5,140 395 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 4,930 379 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 4,795 369 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 4,165 320 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 05, 2026
Vanguard Global Advisers, LLC History No change 4,123 317 0.0% 0.0% 114 0 0.0% Q2 2026 Aug 13, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History No change 3,895 299 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 10, 2026
BARCLAYS PLC History No change 3,858 297 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 3,681 283 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 05, 2026
MARSHALL WACE, LLP History No change 3,500 269 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 3,492 268 0.0% 0.0% 119 0 0.0% Q2 2026 Jul 23, 2026
Cassilly Financial Group LLC History No change 3,220 247 0.18% 0.18% 120 0 0.0% Q2 2026 Jul 15, 2026
D'Orazio & Associates, Inc. History No change 3,125 240 0.03% 0.03% 121 0 0.0% Q2 2026 Jul 28, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,983 229 0.0% 0.0% 122 0 0.0% Q2 2026 Sep 09, 2026
Cetera Investment Advisers History No change 2,959 227 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 12, 2026
Accurate Wealth Management, LLC History No change 3,000 226 0.02% 0.02% 124 0 0.0% Q2 2026 Jul 14, 2026
Arizona State Retirement System History No change 2,900 223 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 07, 2026
Sanctuary Advisors, LLC History No change 2,892 222 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 2,883 221 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Archford Capital Strategies, LLC History No change 2,858 220 0.02% 0.02% 128 0 0.0% Q2 2026 Jul 17, 2026
Vanguard Investments Australia, Ltd. History No change 2,482 191 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
KLP KAPITALFORVALTNING AS History No change 2,400 184 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,182 168 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Palouse Capital Management, Inc. History No change 1,995 153 0.1% 0.1% 132 0 0.0% Q2 2026 Jul 08, 2026
Ameritas Investment Partners, Inc. History No change 1,013 78 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
State of Wyoming History No change 928 71 0.01% 0.01% 134 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 888 68 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 675 51 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 626 48 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 07, 2026
Parkside Financial Bank & Trust History No change 471 36 0.0% 0.0% 138 0 0.0% Q2 2026 Sep 04, 2026
IFP Advisors, Inc History No change 247 19 0.0% 0.0% 139 0 0.0% Q2 2026 Jul 20, 2026
NISA INVESTMENT ADVISORS, LLC History No change 218 16 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 186 14 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 05, 2026
Larson Financial Group LLC History No change 183 14 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 266 13 0.0% 0.0% 143 +107 67.3% Q3 2026 Oct 01, 2026
Covestor Ltd History No change 169 13 0.01% 0.01% 144 0 0.0% Q2 2026 Aug 07, 2026
US BANCORP \DE\ History No change 160 12 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 12, 2026
BNP Paribas Asset Management Holding S.A. History No change 157 12 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 12, 2026
Caitong International Asset Management Co., Ltd History No change 137 10 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 04, 2026
JONES FINANCIAL COMPANIES LLLP History No change 114 9 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 14, 2026
Nykredit A/S History No change 126 9 0.0% 0.0% 149 0 0.0% Q2 2026 Sep 08, 2026
SBI Securities Co., Ltd. History No change 108 8 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 22, 2026
GAMMA Investing LLC History No change 100 7 0.0% 0.0% 151 0 0.0% Q2 2026 Jul 07, 2026
TOTH FINANCIAL ADVISORY CORP History No change 75 5 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 14, 2026
HARBOUR INVESTMENTS, INC. History No change 60 4 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 55 4 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 12, 2026
Elequin Capital, LP History No change 53 4 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 60 4 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 12, 2026
Sterling Capital Management LLC History No change 39 3 0.0% 0.0% 157 0 0.0% Q2 2026 Jul 28, 2026
MCF Advisors LLC History No change 49 3 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History No change 30 2 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 06, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 35 2 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History No change 29 2 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 34 2 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 06, 2026
Optiver Holding B.V. History No change 32 2 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
GILL CAPITAL PARTNERS, LLC History No change 25 1 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 20, 2026
SIGNATUREFD, LLC History No change 16 1 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Planning Group LLC History No change 17 1 0.0% 0.0% 166 0 0.0% Q2 2026 Jul 29, 2026
SJS Investment Consulting Inc. History No change 21 1 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 22, 2026
MassMutual Private Wealth & Trust, FSB History No change 10 0 — — — 0 0.0% Q2 2026 Jul 02, 2026
Allworth Financial LP History No change 5 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Arax Advisory Partners History No change 6 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Stone House Investment Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
EverSource Wealth Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Ameritas Advisory Services, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Quarry LP History No change 11 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Nemes Rush Group LLC History No change 7 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Bruce G. Allen Investments, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Financial Network Wealth Advisors LLC History No change 7 0 — — — 0 0.0% Q2 2026 Jul 29, 2026
Hughes Financial Services, LLC History No change 1 0 — — — 0 0.0% Q2 2026 Jul 20, 2026
Silver Grove Financial Group, Inc. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 13, 2026