Lloyds Banking Group plc - LYG

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History No change 51,014,992 297,417 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
Mondrian Investment Partners LTD History No change 49,945,225 291,180 4.49% 4.49% 2 0 0.0% Q2 2026 Jul 30, 2026
MORGAN STANLEY History No change 42,671,550 248,775 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 31,757,731 182,606 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 12, 2026
GOLDMAN SACHS GROUP INC History No change 26,564,821 154,872 0.01% 0.01% 5 0 0.0% Q2 2026 Aug 14, 2026
WCM INVESTMENT MANAGEMENT, LLC History No change 26,155,105 150,391 0.27% 0.27% 6 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 23,632,830 137,779 0.02% 0.02% 7 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 21,504,433 125,370 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 04, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 18,122,890 105,656 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 16,746,452 97,631 0.03% 0.03% 10 0 0.0% Q2 2026 Aug 03, 2026
CIBC Bancorp USA Inc. History No change 15,053,607 87,772 0.11% 0.11% 11 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 12,861,050 74,979 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 12,564,633 73,250 0.02% 0.02% 13 0 0.0% Q2 2026 Sep 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 12,027,892 70,122 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 11,142,125 64,958 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 10,812,139 63,034 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 12, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 10,236,228 59,677 0.03% 0.03% 17 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 9,928,067 57,880 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 8,838,837 51,530 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 8,005,022 46,669 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
First Eagle Investment Management, LLC History No change 7,001,757 40,820 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 6,288,166 36,660 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 14, 2026
ABC ARBITRAGE SA History No change 5,689,418 33,169 3.58% 3.58% 23 0 0.0% Q2 2026 Jul 20, 2026
BANK OF MONTREAL /CAN/ History No change 5,235,547 30,523 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 5,201,812 30,326 0.13% 0.13% 25 0 0.0% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History No change 4,844,087 28,241 0.37% 0.37% 26 0 0.0% Q2 2026 Jul 16, 2026
AQR CAPITAL MANAGEMENT LLC History No change 4,792,690 27,941 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 4,635,820 27,026 0.05% 0.05% 28 0 0.0% Q2 2026 Jul 30, 2026
HRT FINANCIAL LP History No change 4,452,905 25,960 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 14, 2026
Symmetry Investments LP History No change 4,395,600 25,626 1.73% 1.73% 30 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 3,609,147 21,041 0.0% 0.0% 31 0 0.0% Q2 2026 Sep 02, 2026
WELLS FARGO & COMPANY/MN History No change 3,581,617 20,880 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 3,471,365 20,238 0.09% 0.09% 33 0 0.0% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History No change 3,093,483 18,035 0.03% 0.03% 34 0 0.0% Q2 2026 Aug 05, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,964,818 17,284 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 2,943,648 17,161 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 2,630,122 15,333 0.02% 0.02% 37 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 2,337,659 13,628 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 07, 2026
Point72 Asset Management, L.P. History No change 2,262,925 13,192 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 14, 2026
Schonfeld Strategic Advisors LLC History No change 2,204,316 12,851 0.05% 0.05% 40 0 0.0% Q2 2026 Aug 14, 2026
CIBC WORLD MARKET INC. History No change 2,199,518 12,823 0.02% 0.02% 41 0 0.0% Q2 2026 Aug 13, 2026
MARSHALL WACE, LLP History No change 2,109,294 12,297 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 13, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 2,093,662 12,206 0.05% 0.05% 43 0 0.0% Q2 2026 Aug 13, 2026
Clearbridge Investments, LLC History No change 1,998,538 11,651 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
Aquatic Capital Management LLC History No change 1,964,677 11,454 0.39% 0.39% 45 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 1,891,954 11,030 0.06% 0.06% 46 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History No change 1,817,733 10,597 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 12, 2026
Farringdon Capital, Ltd. History No change 1,797,519 10,479 5.19% 5.19% 48 0 0.0% Q2 2026 Aug 12, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,731,571 10,095 0.08% 0.08% 49 0 0.0% Q2 2026 Sep 23, 2026
Creative Planning History No change 1,531,629 8,929 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 13, 2026
TD Waterhouse Canada Inc. History No change 1,494,395 8,837 0.02% 0.02% 51 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 1,453,513 8,473 0.02% 0.02% 52 0 0.0% Q2 2026 Aug 07, 2026
Ethic Inc. History No change 1,439,559 8,392 0.1% 0.1% 53 0 0.0% Q2 2026 Jul 29, 2026
UBS Group AG History No change 1,431,159 8,343 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
BI Asset Management Fondsmaeglerselskab A/S History No change 1,419,244 8,274 0.07% 0.07% 55 0 0.0% Q2 2026 Aug 10, 2026
NINE MASTS CAPITAL Ltd History No change 1,384,610 8,072 0.81% 0.81% 56 0 0.0% Q2 2026 Aug 07, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 1,374,230 8,011 0.3% 0.3% 57 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History No change 1,290,000 7,520 0.25% 0.25% 58 0 0.0% Q2 2026 Jul 30, 2026
Y-Intercept (Hong Kong) Ltd History No change 1,261,414 7,354 0.15% 0.15% 59 0 0.0% Q2 2026 Jul 13, 2026
OLD MISSION CAPITAL LLC History No change 1,257,130 7,329 0.12% 0.12% 60 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 1,222,547 7,127 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 1,188,031 6,926 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 12, 2026
Henry James International Management Inc. History No change 1,157,361 6,747 2.02% 2.02% 63 0 0.0% Q2 2026 Jul 09, 2026
XTX Topco Ltd History No change 1,154,325 6,729 0.09% 0.09% 64 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 1,148,141 6,693 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 1,142,245 6,657 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 13, 2026
Beck Bode, LLC History No change 1,138,120 6,635 1.0% 1.0% 67 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 1,095,240 6,385 0.1% 0.1% 68 0 0.0% Q2 2026 Aug 11, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,049,668 6,119 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 19, 2026
Gradient Investments LLC History No change 1,038,552 6,054 0.08% 0.08% 70 0 0.0% Q2 2026 Jul 08, 2026
Pathstone Holdings, LLC History No change 1,035,643 6,037 0.02% 0.02% 71 0 0.0% Q2 2026 Aug 13, 2026
Integrated Quantitative Investments LLC History No change 1,029,049 5,999 0.98% 0.98% 72 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 958,770 5,589 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 06, 2026
HighTower Advisors, LLC History No change 930,231 5,423 0.01% 0.01% 74 0 0.0% Q2 2026 Aug 05, 2026
Nuveen, LLC History No change 899,765 5,245 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 11, 2026
Rockefeller Capital Management L.P. History No change 887,582 5,174 0.01% 0.01% 76 0 0.0% Q2 2026 Aug 13, 2026
MANNING & NAPIER ADVISORS LLC History No change 831,808 4,849 0.06% 0.06% 77 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History No change 800,490 4,666 0.04% 0.04% 78 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 742,245 4,327 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History No change 728,006 4,244 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 675,596 3,938 0.1% 0.1% 81 0 0.0% Q2 2026 Aug 11, 2026
Squarepoint Ops LLC History No change 642,950 3,748 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 640,341 3,733 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 630,200 3,674 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 622,216 3,540 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 597,695 3,485 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History No change 552,552 3,221 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 03, 2026
Neuberger Berman Group LLC History No change 549,703 3,204 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 527,979 3,078 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 07, 2026
M&T BANK CORP History No change 513,516 2,993 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 04, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 477,622 2,784 0.0% 0.0% 91 0 0.0% Q2 2026 Jul 29, 2026
Russell Investments Group, Ltd. History No change 476,310 2,776 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 06, 2026
TUDOR INVESTMENT CORP ET AL History No change 475,209 2,770 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 472,440 2,754 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 464,381 2,707 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 458,500 2,673 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 456,401 2,661 0.04% 0.04% 97 0 0.0% Q2 2026 Aug 13, 2026
Naviter Wealth, LLC History No change 451,862 2,634 0.24% 0.24% 98 0 0.0% Q2 2026 Aug 07, 2026
Capricorn Fund Managers Ltd History No change 450,000 2,623 0.21% 0.21% 99 0 0.0% Q2 2026 Jul 24, 2026
HF Advisory Group, LLC History No change 445,833 2,599 0.8% 0.8% 100 0 0.0% Q2 2026 Jul 08, 2026
OSAIC HOLDINGS, INC. History No change 427,616 2,492 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 423,223 2,467 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 10, 2026
BTC Capital Management, Inc. History No change 421,179 2,455 0.15% 0.15% 103 0 0.0% Q2 2026 Jul 16, 2026
Compound Planning, Inc. History No change 415,779 2,423 0.06% 0.06% 104 0 0.0% Q2 2026 Aug 04, 2026
Global Retirement Partners, LLC History No change 408,648 2,382 0.04% 0.04% 105 0 0.0% Q2 2026 Aug 06, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History No change 408,270 2,380 0.09% 0.09% 106 0 0.0% Q2 2026 Aug 12, 2026
TRUIST FINANCIAL CORP History No change 407,867 2,377 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 28, 2026
Vestmark Advisory Solutions, Inc. History No change 402,448 2,346 0.02% 0.02% 108 0 0.0% Q2 2026 Aug 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 400,442 2,334 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 21, 2026
Engineers Gate Manager LP History No change 394,145 2,297 0.03% 0.03% 110 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 392,268 2,286 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 391,673 2,283 0.04% 0.04% 112 0 0.0% Q2 2026 Jul 27, 2026
EQUITABLE TRUST CO History No change 379,030 2,209 0.09% 0.09% 113 0 0.0% Q2 2026 Jul 23, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 376,318 2,193 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 375,421 2,188 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Royal Palms Capital LLC History No change 374,661 2,184 1.92% 1.92% 116 0 0.0% Q2 2026 Aug 07, 2026
Orion Porfolio Solutions, LLC History No change 369,578 2,154 0.02% 0.02% 117 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 364,656 2,125 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Atria Investments, Inc History No change 362,695 2,114 0.02% 0.02% 119 0 0.0% Q2 2026 Jul 28, 2026
JCIC Asset Management Inc. History No change 416,850 2,096 0.64% 0.64% 120 0 0.0% Q2 2026 Jul 17, 2026
Laird Norton Wetherby Trust Company, LLC History No change 357,019 2,081 0.04% 0.04% 121 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 356,236 2,076 0.01% 0.01% 122 0 0.0% Q2 2026 Aug 14, 2026
TWIN CITY PRIVATE WEALTH, LLC History No change 355,605 2,073 1.45% 1.45% 123 0 0.0% Q2 2026 Aug 12, 2026
PRINCIPAL SECURITIES, INC. History No change 346,943 2,022 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 04, 2026
GQG Partners LLC History No change 341,126 1,988 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 12, 2026
Callan Family Office, LLC History No change 341,114 1,988 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 11, 2026
PARK AVENUE SECURITIES LLC History No change 336,738 1,963 0.01% 0.01% 127 0 0.0% Q2 2026 Jul 20, 2026
DRW Securities, LLC History No change 327,500 1,909 0.05% 0.05% 128 0 0.0% Q2 2026 Aug 14, 2026
QUADRANT CAPITAL GROUP LLC History No change 321,802 1,876 0.05% 0.05% 129 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 316,698 1,846 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 10, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 313,567 1,828 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
COOKSON PEIRCE & CO INC History No change 307,663 1,793 0.06% 0.06% 132 0 0.0% Q2 2026 Jul 23, 2026
FRANKLIN RESOURCES INC History No change 302,273 1,762 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 13, 2026
SIGNATUREFD, LLC History No change 301,587 1,758 0.02% 0.02% 134 0 0.0% Q2 2026 Jul 23, 2026
RHUMBLINE ADVISERS History No change 279,929 1,631 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 11, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 278,900 1,625 0.06% 0.06% 136 0 0.0% Q2 2026 Aug 06, 2026
Invesco Ltd. History No change 277,855 1,619 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 272,348 1,588 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 254,940 1,486 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 253,609 1,478 0.01% 0.01% 140 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 249,216 1,452 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 11, 2026
1832 Asset Management L.P. History No change 244,846 1,427 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
Revisor Wealth Management LLC History No change 243,650 1,420 0.34% 0.34% 143 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History No change 238,666 1,391 0.02% 0.02% 144 0 0.0% Q2 2026 Aug 04, 2026
Voya Financial Advisors, Inc. History No change 241,490 1,388 0.12% 0.12% 145 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 231,929 1,352 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 14, 2026
INTRUST BANK NA History No change 229,858 1,340 0.1% 0.1% 147 0 0.0% Q2 2026 Aug 05, 2026
GROUP ONE TRADING LLC History No change 226,621 1,321 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 13, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 225,147 1,312 0.0% 0.0% 149 0 0.0% Q2 2026 Jul 28, 2026
CIBC Asset Management Inc History No change 222,424 1,296 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 03, 2026
Patriot Financial Group Insurance Agency, LLC History No change 215,474 1,256 0.13% 0.13% 151 0 0.0% Q2 2026 Jul 16, 2026
Dynasty Wealth Management, LLC History No change 214,363 1,249 0.01% 0.01% 152 0 0.0% Q2 2026 Aug 13, 2026
FLOW TRADERS U.S. LLC History No change 211,155 1,231 0.05% 0.05% 153 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 209,500 1,221 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 27, 2026
Quantbot Technologies LP History No change 207,742 1,211 0.05% 0.05% 155 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History No change 199,490 1,209 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History No change 196,676 1,146 0.06% 0.06% 157 0 0.0% Q2 2026 Jul 16, 2026
Qtron Investments LLC History No change 192,046 1,119 0.15% 0.15% 158 0 0.0% Q2 2026 Aug 13, 2026
Kathmere Capital Management, LLC History No change 184,422 1,075 0.06% 0.06% 159 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 178,949 1,073 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 178,898 1,042 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
Ellevest, Inc. History No change 177,187 1,033 0.12% 0.12% 162 0 0.0% Q2 2026 Aug 10, 2026
Legacy Wealth Asset Management, LLC History No change 172,636 1,006 0.22% 0.22% 163 0 0.0% Q2 2026 Jul 09, 2026
Ballentine Partners, LLC History No change 172,325 1,004 0.01% 0.01% 164 0 0.0% Q2 2026 Jul 17, 2026
PINNACLE ASSOCIATES LTD History No change 166,048 968 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 03, 2026
Smartleaf Asset Management LLC History No change 164,084 943 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 157,921 920 0.02% 0.02% 167 0 0.0% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History No change 156,280 911 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 11, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 152,911 891 0.14% 0.14% 169 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History No change 152,533 889 0.01% 0.01% 170 0 0.0% Q2 2026 Sep 08, 2026
Vise Technologies, Inc. History No change 151,998 886 0.01% 0.01% 171 0 0.0% Q2 2026 Aug 10, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 147,979 862 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 144,608 843 0.07% 0.07% 173 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 140,623 819 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 17, 2026
SYON CAPITAL LLC History No change 139,960 815 0.04% 0.04% 175 0 0.0% Q2 2026 Aug 14, 2026
SIMPLEX TRADING, LLC History No change 136,385 795 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 12, 2026
Sivia Capital Partners, LLC History No change 135,445 789 0.1% 0.1% 177 0 0.0% Q2 2026 Jul 23, 2026
CONNABLE OFFICE INC History No change 133,578 778 0.07% 0.07% 178 0 0.0% Q2 2026 Aug 03, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 130,781 762 0.21% 0.21% 179 0 0.0% Q2 2026 Aug 07, 2026
Cambridge Investment Research Advisors, Inc. History No change 128,079 747 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 126,671 738 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 124,503 725 0.01% 0.01% 182 0 0.0% Q2 2026 Jul 21, 2026
Savant Capital, LLC History No change 129,224 704 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 10, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 120,012 699 0.1% 0.1% 184 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 117,638 685 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 23, 2026
Sequoia Financial Advisors, LLC History No change 117,216 683 0.0% 0.0% 186 0 0.0% Q2 2026 Jul 17, 2026
Mutual Advisors, LLC History No change 113,098 659 0.01% 0.01% 187 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 110,702 645 0.01% 0.01% 188 0 0.0% Q2 2026 Jul 22, 2026
MGO ONE SEVEN LLC History No change 110,143 642 0.01% 0.01% 189 0 0.0% Q2 2026 Jul 31, 2026
Edge Wealth Management LLC History No change 110,000 641 0.11% 0.11% 190 0 0.0% Q2 2026 Jul 09, 2026
Aprio Wealth Management, LLC History No change 108,247 631 0.03% 0.03% 191 0 0.0% Q2 2026 Jul 24, 2026
Gallacher Capital Management LLC History No change 107,239 625 0.35% 0.35% 192 0 0.0% Q2 2026 Jul 16, 2026
May Hill Capital, LLC History No change 107,244 625 0.13% 0.13% 193 0 0.0% Q2 2026 Aug 07, 2026
Papamarkou Wellner Asset Management inc. History No change 104,100 606 0.38% 0.38% 194 0 0.0% Q2 2026 Aug 14, 2026
Dorsey & Whitney Trust CO LLC History No change 103,020 600 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 14, 2026
GeoWealth Management, LLC History No change 102,196 595 0.02% 0.02% 196 0 0.0% Q2 2026 Jul 30, 2026
STEPHENS INC /AR/ History No change 101,097 589 0.01% 0.01% 197 0 0.0% Q2 2026 Jul 29, 2026
Drucker Wealth 3.0, LLC History No change 101,152 589 0.09% 0.09% 198 0 0.0% Q2 2026 Jul 13, 2026
Cetera Trust Company, N.A History No change 99,725 581 0.29% 0.29% 199 0 0.0% Q2 2026 Aug 13, 2026
GAMMA Investing LLC History No change 95,365 555 0.02% 0.02% 200 0 0.0% Q2 2026 Jul 07, 2026
Farther Finance Advisors, LLC History No change 95,017 553 0.0% 0.0% 201 0 0.0% Q2 2026 Jul 17, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 93,759 546 0.07% 0.07% 202 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 89,313 520 0.0% 0.0% 203 0 0.0% Q2 2026 Jul 29, 2026
Abel Hall, LLC History No change 89,084 519 0.09% 0.09% 204 0 0.0% Q2 2026 Jul 24, 2026
Cypress Wealth Services, LLC History No change 88,676 516 0.06% 0.06% 205 0 0.0% Q2 2026 Jul 10, 2026
Foster Victor Wealth Advisors, LLC History No change 86,505 512 0.03% 0.03% 206 0 0.0% Q2 2026 Jul 22, 2026
BENJAMIN EDWARDS INC History No change 86,223 502 0.0% 0.0% 207 0 0.0% Q2 2026 Jul 24, 2026
Brookstone Capital Management History No change 86,064 501 0.01% 0.01% 208 0 0.0% Q2 2026 Jul 15, 2026
LVW Advisors, LLC History No change 84,234 491 0.04% 0.04% 209 0 0.0% Q2 2026 Jul 15, 2026
Tranquilli Financial Advisor LLC History No change 83,749 488 0.26% 0.26% 210 0 0.0% Q2 2026 Aug 07, 2026
BANK OF NOVA SCOTIA History No change 81,665 480 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 82,442 480 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 12, 2026
Bleakley Financial Group, LLC History No change 81,162 473 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 05, 2026
Parallel Advisors, LLC History No change 80,390 468 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 05, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 80,177 467 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 79,810 465 0.0% 0.0% 216 0 0.0% Q2 2026 Jul 29, 2026
Campbell & CO Investment Adviser LLC History No change 78,133 455 0.02% 0.02% 217 0 0.0% Q2 2026 Aug 03, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 77,863 453 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 04, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 74,317 433 0.01% 0.01% 219 0 0.0% Q2 2026 Aug 04, 2026
Steward Partners Investment Advisory, LLC History No change 73,869 430 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
WILLIAM JOHN SEMPOLINSKI History No change 73,020 425 0.17% 0.17% 221 0 0.0% Q2 2026 Aug 14, 2026
Aegis Wealth Management LLC History No change 70,528 411 0.19% 0.19% 222 0 0.0% Q2 2026 Aug 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 68,395 398 0.01% 0.01% 223 0 0.0% Q2 2026 Aug 03, 2026
SmartHarvest Portfolios, LLC History No change 67,195 391 0.13% 0.13% 224 0 0.0% Q2 2026 Aug 04, 2026
Advisory Services Network, LLC History No change 66,855 389 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 66,821 389 0.01% 0.01% 226 0 0.0% Q2 2026 Jul 24, 2026
Frec Markets, Inc. History No change 66,416 387 0.03% 0.03% 227 0 0.0% Q2 2026 Aug 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History No change 66,229 386 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 14, 2026
Merit Financial Group, LLC History No change 66,123 385 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 20, 2026
Trust Point Inc. History No change 65,773 383 0.03% 0.03% 230 0 0.0% Q2 2026 Jul 08, 2026
FDx Advisors, Inc. History No change 65,252 380 0.11% 0.11% 231 0 0.0% Q2 2026 Aug 04, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 64,717 377 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 14, 2026
Ascent Group, LLC History No change 63,998 373 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 03, 2026
PDS Planning, Inc History No change 62,979 367 0.02% 0.02% 234 0 0.0% Q2 2026 Aug 05, 2026
Alliance Wealth Advisors, LLC History No change 62,830 366 0.12% 0.12% 235 0 0.0% Q2 2026 Jul 09, 2026
NATURAL INVESTMENTS, LLC History No change 62,531 364 0.08% 0.08% 236 0 0.0% Q2 2026 Jul 31, 2026
Frank, Rimerman Advisors LLC History No change 62,569 364 0.02% 0.02% 237 0 0.0% Q2 2026 Jul 27, 2026
Greenspring Advisors, LLC History No change 61,884 360 0.02% 0.02% 238 0 0.0% Q2 2026 Aug 11, 2026
Van Diest Capital, LLC History No change 61,605 359 0.32% 0.32% 239 0 0.0% Q2 2026 Aug 04, 2026
WINTON GROUP Ltd History No change 60,400 352 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Wealth Planning Services, Inc. History No change 60,114 350 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 07, 2026
Quantum Portfolio Management LLC History No change 59,407 346 0.12% 0.12% 242 0 0.0% Q2 2026 Aug 14, 2026
BSW Wealth Partners History No change 59,279 345 0.04% 0.04% 243 0 0.0% Q2 2026 Jul 15, 2026
Larry Mathis Financial Planning, LLC History No change 58,725 342 0.26% 0.26% 244 0 0.0% Q2 2026 Jul 24, 2026
STATE STREET CORP History No change 58,364 340 0.0% 0.0% 245 0 0.0% Q2 2026 Sep 22, 2026
Mattson Financial Services, LLC History No change 56,375 339 0.07% 0.07% 246 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 58,020 338 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 07, 2026
Cape Investment Advisory, Inc. History No change 57,334 334 0.09% 0.09% 248 0 0.0% Q2 2026 Jul 23, 2026
Indivisible Partners History No change 57,308 334 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 04, 2026
Allworth Financial LP History No change 56,341 328 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 55,947 326 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 28, 2026
ANCHYRA PARTNERS LLC History No change 55,091 321 0.08% 0.08% 252 0 0.0% Q2 2026 Jul 23, 2026
Portside Wealth Group, LLC History No change 54,931 320 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 14, 2026
Five Oceans Advisors History No change 54,791 319 0.1% 0.1% 254 0 0.0% Q2 2026 Jul 15, 2026
XPONANCE LLC History No change 54,428 317 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 10, 2026
Valeo Financial Advisors, LLC History No change 54,451 317 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 08, 2026
Envestnet Portfolio Solutions, Inc. History No change 53,421 311 0.0% 0.0% 257 0 0.0% Q2 2026 Sep 23, 2026
HUB Investment Partners, LLC History No change 53,086 309 0.01% 0.01% 258 0 0.0% Q2 2026 Jul 31, 2026
Traub Capital Management LLC History No change 53,050 309 0.28% 0.28% 259 0 0.0% Q2 2026 Jul 23, 2026
Brown Financial Advisors History No change 51,604 300 0.1% 0.1% 260 0 0.0% Q2 2026 Aug 26, 2026
71 West Capital Partners History No change 51,467 300 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 04, 2026
Concurrent Investment Advisors, LLC History No change 50,977 297 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 27, 2026
Keebeck Wealth Management History No change 50,629 295 0.03% 0.03% 263 0 0.0% Q2 2026 Aug 11, 2026
Anchor Investment Management, LLC History No change 50,500 294 0.02% 0.02% 264 0 0.0% Q2 2026 Sep 15, 2026
D.A. DAVIDSON & CO. History No change 50,123 292 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 24, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 49,961 291 0.05% 0.05% 266 0 0.0% Q2 2026 Jul 21, 2026
one8zero8, LLC History No change 50,000 291 0.06% 0.06% 267 0 0.0% Q2 2026 Aug 10, 2026
BRIGHTON JONES LLC History No change 49,887 290 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 11, 2026
SAGE RHINO CAPITAL LLC History No change 49,529 288 0.05% 0.05% 269 0 0.0% Q2 2026 Aug 03, 2026
Walleye Capital LLC History No change 49,000 285 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 03, 2026
Pinnacle Financial Partners, Inc. History No change 48,639 283 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 14, 2026
Checchi Capital Advisers, LLC History No change 48,429 282 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 04, 2026
Parallax Volatility Advisers, L.P. History No change 47,500 276 0.0% 0.0% 273 0 0.0% Q2 2026 Aug 14, 2026
Clearstead Advisors, LLC History No change 47,258 275 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 47,158 274 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 07, 2026
West Family Investments, Inc. History No change 46,798 272 0.08% 0.08% 276 0 0.0% Q2 2026 Aug 10, 2026
CreativeOne Wealth, LLC History No change 46,210 269 0.01% 0.01% 277 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Advisor Solutions, LLC History No change 46,100 268 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 06, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 45,563 265 0.02% 0.02% 279 0 0.0% Q2 2026 Aug 06, 2026
Purkiss Capital Advisors LLC History No change 45,456 265 0.1% 0.1% 280 0 0.0% Q2 2026 Jul 30, 2026
MAI Capital Management History No change 44,089 257 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 43,390 252 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 49,466 250 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 13, 2026
IFP Advisors, Inc History No change 42,429 247 0.0% 0.0% 284 0 0.0% Q2 2026 Jul 20, 2026
CHICAGO TRUST Co NA History No change 42,000 244 0.04% 0.04% 285 0 0.0% Q2 2026 Jul 16, 2026
Cromwell Holdings LLC History No change 41,924 244 0.11% 0.11% 286 0 0.0% Q2 2026 Jul 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 41,818 243 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 28, 2026
Quantinno Capital Management LP History No change 40,814 237 0.0% 0.0% 288 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 40,065 233 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 28, 2026
Cooper Financial Group History Added to 40,742 229 0.02% 0.02% 290 +2,656 6.97% Q3 2026 Oct 07, 2026
RIVERSEDGE ADVISORS, LLC History No change 39,409 229 0.03% 0.03% 291 0 0.0% Q2 2026 Jul 16, 2026
Aspen Grove Capital, LLC History No change 39,360 229 0.03% 0.03% 292 0 0.0% Q2 2026 Aug 14, 2026
Fielder Capital Group LLC History No change 38,446 224 0.05% 0.05% 293 0 0.0% Q2 2026 Aug 06, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 37,874 220 0.01% 0.01% 294 0 0.0% Q2 2026 Aug 12, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History No change 37,676 219 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 14, 2026
Continuum Advisory, LLC History No change 37,450 218 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 06, 2026
Warren Street Wealth Advisors, LLC History No change 37,283 217 0.05% 0.05% 297 0 0.0% Q2 2026 Jul 22, 2026
GTS SECURITIES LLC History No change 36,498 212 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 14, 2026
OLD NATIONAL BANCORP /IN/ History No change 35,947 209 0.0% 0.0% 299 0 0.0% Q2 2026 Jul 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 35,313 205 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 16, 2026
Walleye Trading LLC History No change 35,100 204 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 03, 2026
Prosperity Consulting Group, LLC History No change 33,827 197 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 33,749 196 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Investment Solutions LLC History No change 33,695 196 0.19% 0.19% 304 0 0.0% Q2 2026 Aug 11, 2026
Venturi Wealth Management, LLC History No change 33,090 192 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 20, 2026
Savvy Advisors, Inc. History No change 33,024 192 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 03, 2026
FIFTH THIRD BANCORP History No change 32,573 189 0.0% 0.0% 307 0 0.0% Q2 2026 Aug 05, 2026
Summit Financial, LLC History No change 32,535 189 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 12, 2026
Optas, LLC History No change 32,412 188 0.03% 0.03% 309 0 0.0% Q2 2026 Jul 21, 2026
Granite Group Advisors, LLC History No change 32,018 186 0.11% 0.11% 310 0 0.0% Q2 2026 Jul 23, 2026
Pure Financial Advisors, LLC History No change 31,645 184 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 14, 2026
Platform Technology Partners History No change 31,345 182 0.03% 0.03% 312 0 0.0% Q2 2026 Jul 24, 2026
HSBC HOLDINGS PLC History No change 31,168 181 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 30,696 178 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 11, 2026
Permanens Capital L.P. History No change 29,174 170 0.02% 0.02% 315 0 0.0% Q2 2026 Aug 14, 2026
Wedmont Private Capital History No change 27,983 167 0.0% 0.0% 316 0 0.0% Q2 2026 Jul 13, 2026
Jump Financial, LLC History No change 28,622 166 0.0% 0.0% 317 0 0.0% Q2 2026 Aug 13, 2026
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC History No change 28,491 166 0.13% 0.13% 318 0 0.0% Q2 2026 Aug 06, 2026
Keel Point, LLC History No change 27,820 162 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 14, 2026
SPWM Advisors LLC History No change 27,251 162 0.15% 0.15% 320 0 0.0% Q2 2026 Jul 24, 2026
GUGGENHEIM CAPITAL LLC History No change 27,680 161 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 27,768 161 0.0% 0.0% 322 0 0.0% Q2 2026 Jul 15, 2026
OPPENHEIMER & CO INC History No change 26,997 157 0.0% 0.0% 323 0 0.0% Q2 2026 Aug 03, 2026
Arkadios Wealth Advisors History No change 26,958 157 0.0% 0.0% 324 0 0.0% Q2 2026 Aug 10, 2026
Basecamp Wealth Advisors LLC History No change 27,074 157 0.03% 0.03% 325 0 0.0% Q2 2026 Aug 14, 2026
Stronghold Wealth Management L.L.C. History No change 26,618 155 0.21% 0.21% 326 0 0.0% Q2 2026 Jul 24, 2026
Traveka Wealth, LLC History No change 26,401 153 0.05% 0.05% 327 0 0.0% Q2 2026 Jul 21, 2026
Ariadne Wealth Management, LP History No change 26,381 153 0.07% 0.07% 328 0 0.0% Q2 2026 Aug 13, 2026
Meriwether Wealth & Planning, LLC History No change 26,246 153 0.08% 0.08% 329 0 0.0% Q2 2026 Jul 08, 2026
BROWN BROTHERS HARRIMAN & CO History No change 26,145 152 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 12, 2026
Avior Wealth Management, LLC History No change 26,128 152 0.0% 0.0% 331 0 0.0% Q2 2026 Jul 07, 2026
Lifeworks Advisors, LLC History No change 26,226 152 0.02% 0.02% 332 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 25,967 151 0.0% 0.0% 333 0 0.0% Q2 2026 Jul 27, 2026
New Republic Capital, LLC History No change 25,826 150 0.03% 0.03% 334 0 0.0% Q2 2026 Jul 31, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 25,691 149 0.02% 0.02% 335 0 0.0% Q2 2026 Aug 04, 2026
Integrity Financial Corp /WA History No change 25,696 149 0.07% 0.07% 336 0 0.0% Q2 2026 Jul 31, 2026
ProVise Management Group, LLC History No change 25,411 148 0.01% 0.01% 337 0 0.0% Q2 2026 Aug 03, 2026
V-Square Quantitative Management LLC History No change 25,152 146 0.01% 0.01% 338 0 0.0% Q2 2026 Jul 27, 2026
Retirement Planning Co of New England, Inc. History No change 24,880 145 0.05% 0.05% 339 0 0.0% Q2 2026 Jul 30, 2026
Pallas Capital Advisors LLC History No change 24,992 145 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 07, 2026
Cardinal Point Capital Management ULC History No change 24,987 145 0.01% 0.01% 341 0 0.0% Q2 2026 Jul 14, 2026
TORONTO DOMINION BANK History No change 24,605 143 0.0% 0.0% 342 0 0.0% Q2 2026 Aug 14, 2026
TOWNSQUARE CAPITAL LLC History No change 24,624 143 0.03% 0.03% 343 0 0.0% Q2 2026 Aug 14, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 24,400 142 0.07% 0.07% 344 0 0.0% Q2 2026 Aug 03, 2026
Crumly & Associates Inc. History Added to 25,083 141 0.03% 0.03% 345 +329 1.33% Q3 2026 Oct 07, 2026
American Trust History No change 24,310 141 0.01% 0.01% 346 0 0.0% Q2 2026 Aug 14, 2026
SYM FINANCIAL Corp History No change 23,958 139 0.01% 0.01% 347 0 0.0% Q2 2026 Aug 04, 2026
Paladin Wealth, LLC History No change 23,982 139 0.08% 0.08% 348 0 0.0% Q2 2026 Jul 09, 2026
Versant Capital Management, Inc History Added to 24,533 138 0.01% — 351 +24,479 45331.48% Q3 2026 Oct 01, 2026
Dynamic Technology Lab Private Ltd History No change 23,718 138 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 13, 2026
Florida Trust Wealth Management Co History No change 23,797 138 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 27, 2026
PFG Advisors History No change 23,670 137 0.01% 0.01% 352 0 0.0% Q2 2026 Jul 16, 2026
Livet Wealth, LLC History No change 23,419 136 0.08% 0.08% 353 0 0.0% Q2 2026 Jul 28, 2026
Choate Investment Advisors History No change 23,163 135 0.0% 0.0% 354 0 0.0% Q2 2026 Aug 11, 2026
CFO4Life Group, LLC History No change 23,313 135 0.02% 0.02% 355 0 0.0% Q2 2026 Aug 12, 2026
CPA Asset Management Group, LLC History No change 23,185 135 0.04% 0.04% 356 0 0.0% Q2 2026 Jul 09, 2026
BALDWIN WEALTH PARTNERS LLC/MA History No change 22,970 133 0.01% 0.01% 357 0 0.0% Q2 2026 Jul 14, 2026
Flatrock Wealth Partners LLC History No change 22,399 130 0.05% 0.05% 358 0 0.0% Q2 2026 Aug 14, 2026
Ausdal Financial Partners, Inc. History No change 22,233 129 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 14, 2026
R Squared Ltd History No change 22,156 129 0.07% 0.07% 360 0 0.0% Q2 2026 Aug 05, 2026
Diversify Advisory Services, LLC History No change 21,049 129 0.0% 0.0% 361 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 21,049 129 0.0% 0.0% 362 0 0.0% Q2 2026 Jul 29, 2026
55 North Private Wealth, LLC History No change 22,007 128 0.03% 0.03% 363 0 0.0% Q2 2026 Jul 07, 2026
FIRST HORIZON CORP History No change 21,642 126 0.0% 0.0% 364 0 0.0% Q2 2026 Jul 20, 2026
Virtue Capital Management, LLC History No change 21,289 124 0.02% 0.02% 365 0 0.0% Q2 2026 Aug 05, 2026
Curated Wealth Partners LLC History No change 21,353 124 0.01% 0.01% 366 0 0.0% Q2 2026 Aug 14, 2026
Brio Consultants, LLC History No change 21,157 123 0.01% 0.01% 367 0 0.0% Q2 2026 Aug 12, 2026
Impact Capital Partners LLC History No change 21,142 123 0.03% 0.03% 368 0 0.0% Q2 2026 Jul 14, 2026
Breakwater Capital Group History No change 21,006 122 0.01% 0.01% 369 0 0.0% Q2 2026 Jul 08, 2026
D'Orazio & Associates, Inc. History No change 20,846 121 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 28, 2026
SCOTIA CAPITAL INC. History No change 20,683 120 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 11, 2026
MISSION WEALTH MANAGEMENT, LP History No change 20,584 120 0.0% 0.0% 372 0 0.0% Q2 2026 Jul 20, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 20,276 118 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History No change 20,253 118 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 18, 2026
Unique Wealth Strategies, LLC History No change 20,097 117 0.04% 0.04% 375 0 0.0% Q2 2026 Jul 15, 2026
Aptus Capital Advisors, LLC History No change 19,959 116 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 12, 2026
Berger Financial Group, Inc History No change 19,821 115 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 04, 2026
Centurion Wealth Management LLC History No change 19,892 115 0.03% 0.03% 378 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ALLIANCE, LLC History No change 19,483 113 0.01% 0.01% 379 0 0.0% Q2 2026 Aug 11, 2026
Iron Gate Global Advisors LLC History No change 19,336 112 0.01% 0.01% 380 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 19,264 112 0.07% 0.07% 381 0 0.0% Q2 2026 Jul 31, 2026
ROTHSCHILD INVESTMENT LLC History No change 19,190 111 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 06, 2026
Brentview Investment Management LLC History No change 19,108 111 0.04% 0.04% 383 0 0.0% Q2 2026 Jul 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 18,733 109 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 14, 2026
SteelPeak Wealth, LLC History No change 18,859 109 0.0% 0.0% 385 0 0.0% Q2 2026 Jul 13, 2026
AlphaCore Capital LLC History No change 18,405 107 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 18,028 105 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 10, 2026
LAZARI CAPITAL MANAGEMENT, INC. History No change 17,949 104 0.03% 0.03% 388 0 0.0% Q2 2026 Jul 22, 2026
XXI WEALTH, LLC History No change 17,538 102 0.05% 0.05% 389 0 0.0% Q2 2026 Aug 14, 2026
WEDBUSH SECURITIES INC History No change 17,241 101 0.0% 0.0% 390 0 0.0% Q2 2026 Jul 28, 2026
Crestwood Advisors Group, LLC History No change 17,283 100 0.0% 0.0% 391 0 0.0% Q2 2026 Aug 03, 2026
Baron Wealth Management LLC History No change 17,301 100 0.03% 0.03% 392 0 0.0% Q2 2026 Jul 07, 2026
SEVEN MILE ADVISORY History No change 17,218 100 0.07% 0.07% 393 0 0.0% Q2 2026 Aug 13, 2026
Stonebrook Private Inc. History No change 16,876 98 0.02% 0.02% 394 0 0.0% Q2 2026 Aug 14, 2026
Providence First Trust Co History No change 16,770 97 0.03% 0.03% 395 0 0.0% Q2 2026 Jul 27, 2026
Capital Asset Advisory Services LLC History No change 16,336 95 0.0% 0.0% 396 0 0.0% Q2 2026 Aug 14, 2026
RMR Wealth Builders History No change 16,258 94 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 24, 2026
Intergy Private Wealth, LLC History No change 16,165 94 0.02% 0.02% 398 0 0.0% Q2 2026 Jul 17, 2026
Caitong International Asset Management Co., Ltd History No change 16,197 94 0.01% 0.01% 399 0 0.0% Q2 2026 Aug 04, 2026
Facet Wealth, Inc. History No change 16,021 93 0.0% 0.0% 400 0 0.0% Q2 2026 Jul 27, 2026
Gateway Wealth Partners, LLC History No change 15,785 92 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 04, 2026
VestGen Advisors, LLC History No change 15,920 92 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 11, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 15,606 91 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 14, 2026
Aureus Asset Management, LLC History No change 15,552 90 0.01% 0.01% 404 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 15,442 90 0.0% 0.0% 405 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 15,599 90 0.0% 0.0% 406 0 0.0% Q2 2026 Jul 22, 2026
Baird Financial Group, Inc. History No change 15,316 89 0.0% 0.0% 407 0 0.0% Q2 2026 Aug 12, 2026
Resonant Capital Advisors, LLC History No change 15,323 89 0.0% 0.0% 408 0 0.0% Q2 2026 Jul 24, 2026
Rothschild Wealth LLC History No change 15,306 89 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History No change 15,269 89 0.0% 0.0% 410 0 0.0% Q2 2026 Aug 13, 2026
Rehmann Capital Advisory Group History No change 15,099 88 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 20, 2026
August Group Capital Ltd History No change 15,158 88 0.1% 0.1% 412 0 0.0% Q2 2026 Aug 10, 2026
Cloud Capital Management, LLC History No change 14,988 87 0.03% 0.03% 413 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 14,833 86 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 14, 2026
First Command Advisory Services, Inc. History No change 14,837 86 0.0% 0.0% 415 0 0.0% Q2 2026 Aug 10, 2026
Olde Wealth Management, LLC History No change 14,840 86 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 13, 2026
BLVD Private Wealth, LLC History No change 14,879 86 0.06% 0.06% 417 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 14,641 85 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 03, 2026
Robertson Stephens Wealth Management, LLC History No change 14,735 85 0.0% 0.0% 419 0 0.0% Q2 2026 Jul 29, 2026
Hilton Head Capital Partners, LLC History No change 14,521 84 0.04% 0.04% 420 0 0.0% Q2 2026 Jul 27, 2026
Dynamic Advisor Solutions LLC History No change 14,256 83 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 07, 2026
CERTUITY, LLC History No change 14,287 83 0.0% 0.0% 422 0 0.0% Q2 2026 Jul 28, 2026
ASPIRIANT, LLC History No change 14,070 82 0.0% 0.0% 423 0 0.0% Q2 2026 Jul 20, 2026
Opal Wealth Advisors, LLC History No change 14,139 82 0.02% 0.02% 424 0 0.0% Q2 2026 Jul 20, 2026
PARK NATIONAL CORP /OH/ History Reduced 14,541 81 0.0% 0.0% 425 -82 -0.56% Q3 2026 Oct 05, 2026
ZACKS INVESTMENT MANAGEMENT History No change 14,027 81 0.0% 0.0% 426 0 0.0% Q2 2026 Aug 13, 2026
MOODY NATIONAL BANK TRUST DIVISION History No change 14,405 81 0.01% 0.01% 427 0 0.0% Q3 2026 Oct 06, 2026
HBK Sorce Advisory LLC History No change 13,054 81 0.0% 0.0% 428 0 0.0% Q2 2026 Aug 06, 2026
SVB WEALTH LLC History No change 13,964 81 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 17, 2026
RFG Advisory, LLC History No change 13,981 81 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 15, 2026
Octavia Wealth Advisors, LLC History No change 13,973 81 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 14, 2026
Atlas Legacy Advisors, LLC History No change 14,074 81 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 31, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 13,792 80 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 13, 2026
Impact Investors, Inc History No change 13,770 80 0.06% 0.06% 434 0 0.0% Q2 2026 Jul 31, 2026
HARBOUR INVESTMENTS, INC. History No change 13,706 79 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 12, 2026
KINTRA WEALTH, LLC History No change 12,821 79 0.0% 0.0% 436 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 13,716 79 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Advisors, LLC History No change 13,569 79 0.03% 0.03% 438 0 0.0% Q2 2026 Aug 14, 2026
GREENLEAF TRUST History No change 13,447 78 0.0% 0.0% 439 0 0.0% Q2 2026 Jul 21, 2026
James Hambro & Partners LLP History No change 13,473 78 0.0% 0.0% 440 0 0.0% Q2 2026 Jul 23, 2026
Clark Capital Management Group, Inc. History No change 13,356 77 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 11, 2026
Sowell Financial Services LLC History No change 13,278 77 0.0% 0.0% 442 0 0.0% Q2 2026 Jul 17, 2026
Klingman & Associates, LLC History No change 13,281 77 0.0% 0.0% 443 0 0.0% Q2 2026 Jul 29, 2026
BANK HAPOALIM BM History No change 13,000 76 0.01% 0.01% 444 0 0.0% Q2 2026 Aug 05, 2026
Great Diamond Partners, LLC History No change 13,041 76 0.01% 0.01% 445 0 0.0% Q2 2026 Jul 17, 2026
Avidian Wealth Enterprises, LLC History No change 12,960 75 0.0% 0.0% 446 0 0.0% Q2 2026 Jul 24, 2026
Morningstar Investment Management LLC History No change 15,050 75 0.0% 0.0% 447 0 0.0% Q2 2026 Jul 21, 2026
Legacy Advisors, LLC History No change 12,874 75 0.01% 0.01% 448 0 0.0% Q2 2026 Jul 24, 2026
Modern Wealth Management, LLC History No change 12,927 75 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 13, 2026
Investment Research Partners LLC History No change 12,961 75 0.03% 0.03% 450 0 0.0% Q2 2026 Aug 04, 2026
Avail Investment Partners, LLC History No change 12,961 75 0.06% 0.06% 451 0 0.0% Q2 2026 Jul 31, 2026
PFG Investments, LLC History No change 12,603 73 0.0% 0.0% 452 0 0.0% Q2 2026 Jul 23, 2026
NICOLET BANKSHARES INC History No change 11,759 72 0.0% 0.0% 453 0 0.0% Q2 2026 Aug 11, 2026
First Pacific Financial History No change 12,451 72 0.01% 0.01% 454 0 0.0% Q2 2026 Jul 20, 2026
Foster Group, Inc. History No change 12,376 72 0.0% 0.0% 455 0 0.0% Q2 2026 Jul 07, 2026
Root Financial Partners, LLC History No change 12,518 72 0.0% 0.0% 456 0 0.0% Q2 2026 Jul 29, 2026
SageView Advisory Group, LLC History No change 12,144 70 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 10, 2026
Aletheian Wealth Advisors LLC History No change 12,114 70 0.03% 0.03% 458 0 0.0% Q2 2026 Jul 08, 2026
B. Riley Wealth Advisors, Inc. History No change 12,135 69 0.0% 0.0% 459 0 0.0% Q2 2026 Jul 14, 2026
Diversified Enterprises, LLC History No change 11,992 69 0.0% 0.0% 460 0 0.0% Q2 2026 Jul 31, 2026
Quotient Wealth Partners, LLC History No change 11,793 68 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 03, 2026
Vann Equity Management LLC History Reduced 12,046 67 0.04% 0.05% 463 -1,244 -9.36% Q3 2026 Oct 07, 2026
Everhart Financial Group, Inc. History No change 11,499 67 0.0% 0.0% 462 0 0.0% Q2 2026 Jul 08, 2026
Epoch Investment Partners, Inc. History No change 11,168 65 0.0% 0.0% 464 0 0.0% Q2 2026 Aug 13, 2026
GC Wealth Management RIA, LLC History No change 11,220 65 0.0% 0.0% 465 0 0.0% Q2 2026 Jul 16, 2026
Gotham Asset Management, LLC History No change 11,118 64 0.0% 0.0% 466 0 0.0% Q2 2026 Aug 14, 2026
Salomon & Ludwin, LLC History No change 10,922 64 0.01% 0.01% 467 0 0.0% Q2 2026 Aug 07, 2026
Viaable, LLC History No change 11,002 64 0.05% 0.05% 468 0 0.0% Q2 2026 Aug 14, 2026
Cypress Capital Group History No change 10,930 63 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 05, 2026
Holistic Financial Partners History No change 10,874 63 0.04% 0.04% 470 0 0.0% Q2 2026 Jul 23, 2026
Advisor OS, LLC History No change 10,953 63 0.0% 0.0% 471 0 0.0% Q2 2026 Aug 05, 2026
Triad Wealth Partners, LLC History No change 10,097 63 0.0% 0.0% 472 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 10,956 63 0.0% 0.0% 473 0 0.0% Q2 2026 Aug 05, 2026
Owl Creek Wealth Partners LLC History No change 10,807 63 0.02% 0.02% 474 0 0.0% Q2 2026 Jul 20, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 10,663 62 0.0% 0.0% 475 0 0.0% Q2 2026 Jul 21, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 10,694 62 0.02% 0.02% 476 0 0.0% Q2 2026 Jul 13, 2026
Hoxton Planning & Management, LLC History No change 10,657 62 0.02% 0.02% 477 0 0.0% Q2 2026 Jul 16, 2026
Uniting Wealth Partners, LLC History No change 10,759 62 0.01% 0.01% 478 0 0.0% Q2 2026 Aug 06, 2026
SG Americas Securities, LLC History No change 10,257 60 0.0% 0.0% 479 0 0.0% Q2 2026 Aug 07, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 10,143 59 0.01% 0.01% 480 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 10,282 59 0.01% 0.01% 481 0 0.0% Q2 2026 Jul 17, 2026
Soltis Investment Advisors LLC History No change 10,189 59 0.0% 0.0% 482 0 0.0% Q2 2026 Jul 31, 2026
Hexagon Capital Partners LLC History No change 10,217 59 0.01% 0.01% 483 0 0.0% Q2 2026 Aug 06, 2026
Koss-Olinger Consulting, LLC History No change 10,227 59 0.0% 0.0% 484 0 0.0% Q2 2026 Aug 10, 2026
ENTERPRISE FINANCIAL SERVICES CORP History No change 10,009 58 0.02% 0.02% 485 0 0.0% Q2 2026 Aug 04, 2026
Shepherd Financial Partners LLC History No change 10,000 58 0.0% 0.0% 486 0 0.0% Q2 2026 Aug 10, 2026
Carter Financial Group, INC. History No change 10,013 58 0.03% 0.03% 487 0 0.0% Q2 2026 Jul 30, 2026
Beaird Harris Wealth Management, LLC History No change 9,886 57 0.0% 0.0% 488 0 0.0% Q2 2026 Jul 08, 2026
True Wealth Design, LLC History No change 9,478 55 0.01% 0.01% 489 0 0.0% Q2 2026 Jul 16, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 9,415 54 0.0% 0.0% 490 0 0.0% Q2 2026 Jul 16, 2026
MATHER GROUP, LLC. History No change 8,512 49 0.0% 0.0% 491 0 0.0% Q2 2026 Jul 27, 2026
Manchester Capital Management LLC History No change 8,163 47 0.01% 0.01% 492 0 0.0% Q2 2026 Aug 13, 2026
Parkside Financial Bank & Trust History No change 7,586 44 0.0% 0.0% 493 0 0.0% Q2 2026 Sep 04, 2026
EASTERN BANK History New 7,666 43 0.0% — 494 +7,666 New Q3 2026 Oct 05, 2026
HM PAYSON & CO History No change 7,150 41 0.0% 0.0% 495 0 0.0% Q2 2026 Jul 17, 2026
Concord Wealth Partners History No change 7,176 41 0.0% 0.0% 496 0 0.0% Q2 2026 Jul 27, 2026
SALEM INVESTMENT COUNSELORS INC History No change 7,000 40 0.0% 0.0% 497 0 0.0% Q2 2026 Jul 14, 2026
Larson Financial Group LLC History No change 6,949 40 0.0% 0.0% 498 0 0.0% Q2 2026 Aug 14, 2026
Westside Investment Management, Inc. History No change 6,406 37 0.0% 0.0% 499 0 0.0% Q2 2026 Jul 27, 2026
SJS Investment Consulting Inc. History No change 5,801 33 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 5,203 31 0.0% 0.0% 501 0 0.0% Q2 2026 Jul 29, 2026
Addison Advisors LLC History No change 4,821 28 0.01% 0.01% 502 0 0.0% Q2 2026 Aug 10, 2026
PRIVATE TRUST CO NA History No change 4,764 27 0.0% 0.0% 503 0 0.0% Q2 2026 Jul 28, 2026
JFS WEALTH ADVISORS, LLC History No change 4,209 24 0.0% 0.0% 504 0 0.0% Q2 2026 Jul 10, 2026
Fairscale Capital, LLC History No change 3,976 23 0.01% 0.01% 505 0 0.0% Q2 2026 Aug 07, 2026
Acumen Wealth Advisors, LLC History No change 3,883 22 0.0% 0.0% 506 0 0.0% Q2 2026 Aug 03, 2026
Silver Grove Financial Group, Inc. History No change 3,768 21 0.01% 0.01% 507 0 0.0% Q2 2026 Aug 13, 2026
ST GERMAIN D J CO INC History No change 3,531 20 0.0% 0.0% 508 0 0.0% Q2 2026 Jul 21, 2026
WELLINGTON-ALTUS USA INC. History No change 4,018 20 0.01% 0.01% 509 0 0.0% Q2 2026 Sep 17, 2026
Elequin Capital, LP History No change 3,570 20 0.0% 0.0% 510 0 0.0% Q2 2026 Aug 13, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 3,428 19 0.0% 0.0% 511 0 0.0% Q2 2026 Sep 02, 2026
SHP Wealth Management History No change 3,382 19 0.0% 0.0% 512 0 0.0% Q2 2026 Aug 11, 2026
Bare Financial Services, Inc History No change 3,134 18 0.0% 0.0% 513 0 0.0% Q2 2026 Jul 27, 2026
Princeton Global Asset Management LLC History No change 3,000 17 0.0% 0.0% 514 0 0.0% Q2 2026 Jul 16, 2026
Harbor Asset Planning, Inc. History No change 2,940 17 0.01% 0.01% 515 0 0.0% Q2 2026 Jul 22, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 2,786 16 0.0% 0.0% 516 0 0.0% Q2 2026 Jul 28, 2026
UMB Bank, n.a. History No change 2,804 16 0.0% 0.0% 517 0 0.0% Q2 2026 Aug 13, 2026
GW&K Investment Management, LLC History No change 2,575 15 0.0% 0.0% 518 0 0.0% Q2 2026 Aug 12, 2026
Glen Eagle Advisors, LLC History No change 2,681 15 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 14, 2026
Essential Partners LLC History No change 2,579 15 0.01% 0.01% 520 0 0.0% Q2 2026 Aug 10, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 2,537 14 0.0% 0.0% 521 0 0.0% Q2 2026 Jul 27, 2026
Bell Investment Advisors, Inc History No change 2,461 14 0.0% 0.0% 522 0 0.0% Q2 2026 Aug 06, 2026
Planning Strategies Inc. History Added to 2,439 13 0.01% 0.01% 523 +394 19.27% Q3 2026 Oct 02, 2026
Financial Network Wealth Advisors LLC History No change 2,196 12 0.01% 0.01% 524 0 0.0% Q2 2026 Jul 29, 2026
NISA INVESTMENT ADVISORS, LLC History No change 2,047 11 0.0% 0.0% 525 0 0.0% Q2 2026 Aug 10, 2026
JDM Financial Group LLC History No change 2,017 11 0.0% 0.0% 526 0 0.0% Q2 2026 Aug 17, 2026
Retirement Wealth Solutions LLC History Reduced 1,816 10 0.01% 0.01% 528 -123 -6.34% Q3 2026 Oct 07, 2026
LANARK FINANCIAL, INC. History No change 1,738 10 0.0% 0.0% 527 0 0.0% Q2 2026 Jul 21, 2026
Signature Equity Partners, LLC History No change 1,770 10 0.0% 0.0% 529 0 0.0% Q2 2026 Jul 30, 2026
BOK Financial Private Wealth, Inc. History No change 1,597 9 0.0% 0.0% 530 0 0.0% Q2 2026 Aug 07, 2026
FINANCIAL CONSULATE, INC History No change 1,606 9 0.0% 0.0% 531 0 0.0% Q2 2026 Jul 23, 2026
Cornerstone Financial Management LLC History No change 1,544 9 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 28, 2026
HUNTINGTON NATIONAL BANK History No change 1,409 8 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 13, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 1,391 8 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 31, 2026
PROFFITT & GOODSON INC History No change 1,539 8 0.0% 0.0% 535 0 0.0% Q2 2026 Jul 22, 2026
HHM Wealth Advisors, LLC History No change 1,498 8 0.0% 0.0% 536 0 0.0% Q2 2026 Jul 13, 2026
Kilter Group LLC History No change 1,375 8 0.0% 0.0% 537 0 0.0% Q2 2026 Aug 11, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 1,239 7 0.0% 0.0% 538 0 0.0% Q2 2026 Aug 13, 2026
AdvisorNet Financial, Inc History No change 1,368 7 0.0% 0.0% 539 0 0.0% Q2 2026 Jul 23, 2026
IMA Advisory Services, Inc. History No change 1,242 7 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 10, 2026
Fortitude Family Office, LLC History No change 1,279 7 0.0% 0.0% 541 0 0.0% Q2 2026 Jul 20, 2026
New England Capital Financial Advisors LLC History No change 1,319 7 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 27, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 1,326 7 0.0% 0.0% 543 0 0.0% Q2 2026 Jul 15, 2026
Wilmington Savings Fund Society, FSB History No change 1,184 6 0.0% 0.0% 544 0 0.0% Q2 2026 Jul 28, 2026
Turim 21 Investimentos Ltda. History No change 1,064 6 0.0% 0.0% 545 0 0.0% Q2 2026 Aug 10, 2026
WealthCollab, LLC History No change 1,046 6 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 10, 2026
Principia Wealth Advisory, LLC History No change 1,158 6 0.0% 0.0% 547 0 0.0% Q2 2026 Aug 26, 2026
CX Institutional History Added to 880 5 0.0% 0.0% 549 +12 1.38% Q3 2026 Oct 02, 2026
Transamerica Financial Advisors, LLC History No change 1,012 5 0.0% 0.0% 548 0 0.0% Q2 2026 Aug 14, 2026
Kozak & Associates, Inc. History No change 951 5 0.0% 0.0% 550 0 0.0% Q2 2026 Jul 02, 2026
Hilltop National Bank History No change 1,000 5 0.0% 0.0% 551 0 0.0% Q2 2026 Jul 01, 2026
North Star Investment Management Corp. History No change 731 4 0.0% 0.0% 552 0 0.0% Q2 2026 Jul 28, 2026
Ancora Advisors LLC History No change 765 4 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 720 4 0.0% 0.0% 554 0 0.0% Q2 2026 Jul 09, 2026
JNBA Financial Advisors History No change 773 4 0.0% 0.0% 555 0 0.0% Q2 2026 Jul 23, 2026
HORIZON FINANCIAL SERVICES, LLC History No change 810 4 0.0% 0.0% 556 0 0.0% Q2 2026 Jul 20, 2026
IFG Advisory, LLC History No change 712 4 0.0% 0.0% 557 0 0.0% Q2 2026 Aug 13, 2026
Independence Bank of Kentucky History No change 773 4 0.0% 0.0% 558 0 0.0% Q2 2026 Jul 13, 2026
Triumph Capital Management History No change 733 4 0.0% 0.0% 559 0 0.0% Q2 2026 Jul 20, 2026
Gleason Group, Inc. History No change 707 4 0.0% 0.0% 560 0 0.0% Q2 2026 Jul 13, 2026
Spire Wealth Management History No change 800 4 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 15, 2026
Nemes Rush Group LLC History No change 812 4 0.0% 0.0% 562 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History No change 692 4 0.0% 0.0% 563 0 0.0% Q2 2026 Jul 28, 2026
Nova Wealth Management, Inc. History No change 826 4 0.0% 0.0% 564 0 0.0% Q2 2026 Jul 13, 2026
Rossby Financial, LCC History No change 738 4 0.0% 0.0% 565 0 0.0% Q2 2026 Aug 04, 2026
Markowski Investments History No change 717 4 0.0% 0.0% 566 0 0.0% Q2 2026 Aug 13, 2026
Smithfield Trust Co History No change 497 3 0.0% 0.0% 567 0 0.0% Q2 2026 Aug 05, 2026
MOTCO History No change 537 3 0.0% 0.0% 568 0 0.0% Q2 2026 Jul 31, 2026
Plante Moran Financial Advisors, LLC History No change 575 3 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 06, 2026
TD Capital Management LLC History No change 563 3 0.0% 0.0% 570 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 646 3 0.0% 0.0% 571 0 0.0% Q2 2026 Aug 07, 2026
Abound Wealth Management History No change 610 3 0.0% 0.0% 572 0 0.0% Q2 2026 Jul 10, 2026
TOUNJIAN ADVISORY PARTNERS, LLC History No change 595 3 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 07, 2026
Synergy Investment Management, LLC History No change 629 3 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 14, 2026
Allied Private Wealth LLC History No change 612 3 0.0% 0.0% 575 0 0.0% Q2 2026 Jul 09, 2026
CENTRAL TRUST Co History No change 421 2 0.0% 0.0% 576 0 0.0% Q2 2026 Jul 31, 2026
MV CAPITAL MANAGEMENT, INC. History No change 494 2 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 30, 2026
Pinnacle Bancorp, Inc. History No change 438 2 0.0% 0.0% 578 0 0.0% Q2 2026 Jul 28, 2026
Physician Wealth Advisors, Inc. History No change 443 2 0.0% 0.0% 579 0 0.0% Q2 2026 Jul 20, 2026
DecisionPoint Financial, LLC History No change 500 2 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 05, 2026
WEST PACES ADVISORS INC. History No change 388 2 0.0% 0.0% 581 0 0.0% Q2 2026 Jul 17, 2026
JPL Wealth Management, LLC History No change 377 2 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 13, 2026
Whipplewood Advisors, LLC History No change 490 2 0.0% 0.0% 583 0 0.0% Q2 2026 Jul 27, 2026
Burk Holdings LLC History No change 427 2 0.0% 0.0% 584 0 0.0% Q2 2026 Aug 12, 2026
Keating Financial Advisory Services, Inc. History No change 454 2 0.0% 0.0% 585 0 0.0% Q2 2026 Aug 11, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 132 1 0.0% 0.0% 586 0 0.0% Q2 2026 Aug 18, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 186 1 0.0% 0.0% 587 0 0.0% Q2 2026 Jul 21, 2026
Grove Bank & Trust History No change 307 1 0.0% 0.0% 588 0 0.0% Q2 2026 Jul 07, 2026
Bogart Wealth, LLC History No change 281 1 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 24, 2026
Geneos Wealth Management Inc. History No change 237 1 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 255 1 0.0% 0.0% 591 0 0.0% Q2 2026 Aug 07, 2026
Elevated Capital Advisors, LLC History No change 253 1 0.0% 0.0% 592 0 0.0% Q2 2026 Aug 03, 2026
Private Wealth Asset Management, LLC History No change 253 1 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 11, 2026
CoreCap Advisors, LLC History No change 172 1 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 06, 2026
Trifecta Capital Advisors, LLC History No change 270 1 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 03, 2026
LRI Investments, LLC History No change 243 1 0.0% 0.0% 596 0 0.0% Q2 2026 Jul 14, 2026
Millstone Evans Group, LLC History No change 207 1 0.0% 0.0% 597 0 0.0% Q2 2026 Aug 11, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 310 1 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 13, 2026
Dogwood Wealth Management LLC History No change 237 1 0.0% 0.0% 599 0 0.0% Q2 2026 Jul 06, 2026
WPG Advisers, LLC History No change 223 1 0.0% 0.0% 600 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 322 1 0.0% 0.0% 601 0 0.0% Q2 2026 Aug 07, 2026
Caldwell Trust Co History No change 246 1 0.0% 0.0% 602 0 0.0% Q2 2026 Aug 03, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 272 1 0.0% 0.0% 603 0 0.0% Q2 2026 Aug 13, 2026
Highland Investment Advisors LLC History No change 256 1 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 13, 2026
Financial Gravity Companies, Inc. History No change 7 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 89 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 42 0 — — — 0 0.0% Q2 2026 Jul 17, 2026
Asset Dedication, LLC History No change 164 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Institute for Wealth Management, LLC. History No change 26 0 — — — 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 107 0 — — — 0 0.0% Q2 2026 Jul 10, 2026
Stone House Investment Management, LLC History No change 133 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
Cassaday & Co Wealth Management LLC History No change 93 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Decker Retirement Planning Inc. History No change 93 0 — — — 0 0.0% Q2 2026 Jul 16, 2026
Arlington Trust Co LLC History No change 140 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Mosley Wealth Management History No change 131 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
Breakwater Investment Management History No change 167 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
Godfrey Financial Associates, Inc. History No change 95 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Monetary Solutions, Ltd History No change 125 0 — — — 0 0.0% Q2 2026 Jul 23, 2026