MANULIFE FINANCIAL CORP - MFC

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
ROYAL BANK OF CANADA History No change 114,408,396 4,634,684 0.69% 0.69% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 56,844,350 2,303,128 0.76% 0.76% 2 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 48,447,152 1,964,871 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
TD ASSET MANAGEMENT INC History No change 31,322,803 1,269,911 1.1% 1.1% 4 0 0.0% Q2 2026 Aug 04, 2026
NATIONAL BANK OF CANADA /FI/ History No change 26,567,365 1,148,173 0.82% 0.82% 5 0 0.0% Q2 2026 Aug 10, 2026
MACKENZIE FINANCIAL CORP History Reduced 26,835,970 1,143,191 1.25% 1.7% 6 -2,671,869 -9.05% Q3 2026 Nov 02, 2026
1832 Asset Management L.P. History No change 25,779,357 1,044,321 0.52% 0.52% 7 0 0.0% Q2 2026 Aug 13, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 19,580,036 821,345 0.04% 0.04% 8 0 0.0% Q2 2026 Aug 12, 2026
CIBC WORLD MARKET INC. History No change 18,125,843 734,480 1.18% 1.18% 9 0 0.0% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History No change 17,576,615 715,498 1.57% 1.57% 10 0 0.0% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History Reduced 16,753,353 708,119 1.84% 1.8% 11 -4,194 -0.03% Q3 2026 Oct 16, 2026
NORGES BANK History No change 16,213,714 656,921 0.07% 0.07% 12 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 14,823,945 601,214 0.13% 0.13% 13 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA History No change 14,667,624 594,831 0.9% 0.9% 14 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 12,975,847 525,651 0.03% 0.03% 15 0 0.0% Q2 2026 Aug 13, 2026
Vanguard Global Advisers, LLC History No change 12,949,086 525,176 0.24% 0.24% 16 0 0.0% Q2 2026 Aug 13, 2026
CANADA PENSION PLAN INVESTMENT BOARD History No change 12,238,033 495,841 0.27% 0.27% 17 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 11,868,564 479,249 1.46% 1.46% 18 0 0.0% Q2 2026 Aug 13, 2026
TORONTO DOMINION BANK History No change 11,746,805 475,930 0.55% 0.55% 19 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 10,938,262 444,968 0.02% 0.02% 20 0 0.0% Q2 2026 Aug 12, 2026
Legal & General Group Plc History No change 10,607,073 430,038 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 14, 2026
SCOTIA CAPITAL INC. History No change 10,550,628 426,841 1.6% 1.6% 22 0 0.0% Q2 2026 Aug 11, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 10,422,730 422,311 0.59% 0.59% 23 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 8,456,808 360,198 0.07% 0.06% 24 +139,522 1.68% Q3 2026 Nov 04, 2026
WELLS FARGO & COMPANY/MN History No change 6,721,908 272,304 0.04% 0.04% 25 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 6,535,306 264,745 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 14, 2026
LETKO, BROSSEAU & ASSOCIATES INC History No change 5,945,857 241,061 3.56% 3.56% 27 0 0.0% Q2 2026 Aug 13, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History No change 5,268,602 239,534 0.08% 0.08% 28 0 0.0% Q2 2026 Aug 03, 2026
HARDING LOEVNER LP History No change 5,575,714 236,734 2.23% 2.23% 29 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 5,687,844 230,450 0.44% 0.44% 30 0 0.0% Q2 2026 Aug 12, 2026
Swiss National Bank History No change 5,419,400 219,153 0.11% 0.11% 31 0 0.0% Q2 2026 Aug 11, 2026
Beutel, Goodman & Co Ltd. History Reduced 4,550,886 194,376 1.53% 1.76% 32 -1,357,048 -22.97% Q3 2026 Nov 04, 2026
AustralianSuper Pty Ltd History No change 4,513,841 182,884 0.79% 0.79% 33 0 0.0% Q2 2026 Aug 12, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 4,466,755 181,094 0.26% 0.26% 34 0 0.0% Q2 2026 Aug 14, 2026
Cardinal Capital Management, Inc. History Reduced 4,099,098 175,113 3.97% 4.58% 35 -580,082 -12.4% Q3 2026 Oct 16, 2026
Amundi History No change 4,025,126 166,529 0.04% 0.04% 36 0 0.0% Q2 2026 Aug 11, 2026
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp History No change 3,848,035 155,908 0.98% 0.98% 37 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 3,840,935 155,596 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD ASSET MANAGEMENT, Ltd History No change 3,782,353 153,400 0.1% 0.1% 39 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 3,619,502 146,626 0.04% 0.04% 40 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 3,583,735 145,177 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 14, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History No change 3,348,257 135,659 0.35% 0.35% 42 0 0.0% Q2 2026 Aug 13, 2026
Man Group plc History No change 3,102,637 125,780 0.2% 0.2% 43 0 0.0% Q2 2026 Aug 14, 2026
OMERS ADMINISTRATION Corp History No change 3,023,035 122,562 0.73% 0.73% 44 0 0.0% Q2 2026 Aug 13, 2026
SIG North Trading, ULC History No change 2,939,500 119,079 2.2% 2.2% 45 0 0.0% Q2 2026 Aug 14, 2026
MUFG Securities EMEA plc History No change 2,500,000 101,230 1.06% 1.06% 46 0 0.0% Q2 2026 Aug 12, 2026
BlackRock, Inc. History No change 2,438,510 98,784 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,404,786 97,431 0.03% 0.03% 48 0 0.0% Q2 2026 Aug 14, 2026
MUFG SECURITIES (CANADA), LTD. History No change 2,360,746 95,591 2.58% 2.58% 49 0 0.0% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 2,291,737 92,762 0.07% 0.07% 50 0 0.0% Q2 2026 Sep 09, 2026
Alberta Investment Management Corp History No change 2,269,629 91,957 0.51% 0.51% 51 0 0.0% Q2 2026 Aug 06, 2026
AGF MANAGEMENT LTD History Reduced 1,504,400 81,848 0.33% 0.33% 52 -182,676 -10.83% Q3 2026 Nov 03, 2026
FIL Ltd History No change 1,999,271 81,084 0.06% 0.06% 53 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 1,997,705 80,927 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 13, 2026
Polar Asset Management Partners Inc. History No change 1,923,325 77,886 1.28% 1.28% 55 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 1,866,989 75,631 0.01% 0.01% 56 0 0.0% Q2 2026 Aug 06, 2026
VAN ECK ASSOCIATES CORP History No change 1,861,023 75,401 0.05% 0.05% 57 0 0.0% Q2 2026 Aug 14, 2026
AVIVA PLC History No change 1,789,309 72,448 0.11% 0.11% 58 0 0.0% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History No change 1,766,103 71,554 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 1,741,347 70,552 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 13, 2026
Russell Investments Group, Ltd. History No change 1,722,139 69,885 0.06% 0.06% 61 0 0.0% Q2 2026 Aug 06, 2026
Korea Investment CORP History No change 1,707,125 69,211 0.13% 0.13% 62 0 0.0% Q2 2026 Aug 11, 2026
Value Partners Investments Inc. History Reduced 1,493,417 63,829 4.43% 4.29% 63 -23,995 -1.58% Q3 2026 Oct 19, 2026
Clearbridge Investments, LLC History No change 1,549,051 62,752 0.05% 0.05% 64 0 0.0% Q2 2026 Aug 13, 2026
Addenda Capital Inc. History Added to 974,111 59,070 1.56% 1.49% 65 +20,680 2.17% Q3 2026 Oct 13, 2026
Neuberger Berman Group LLC History No change 1,453,656 58,932 0.04% 0.04% 66 0 0.0% Q2 2026 Oct 27, 2026
SEB Asset Management AB History Added to 1,350,532 57,684 0.21% 0.15% 67 +392,383 40.95% Q3 2026 Nov 04, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History No change 1,419,203 57,538 0.11% 0.11% 68 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 1,384,166 56,117 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 11, 2026
GUARDIAN CAPITAL LP History No change 1,380,780 55,980 1.36% 1.36% 70 0 0.0% Q2 2026 Aug 14, 2026
CANADA LIFE ASSURANCE Co History No change 1,372,287 55,409 0.09% 0.09% 71 0 0.0% Q2 2026 Aug 13, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History No change 1,334,399 54,078 0.12% 0.12% 72 0 0.0% Q2 2026 Aug 13, 2026
TODD ASSET MANAGEMENT LLC History Added to 1,250,702 53,267 0.97% 0.89% 73 +8,165 0.66% Q3 2026 Oct 27, 2026
AMERICAN CENTURY COMPANIES INC History No change 1,255,444 50,916 0.02% 0.02% 74 0 0.0% Q2 2026 Aug 12, 2026
DekaBank Deutsche Girozentrale History Reduced 1,049,134 45,365 0.05% 0.12% 75 -1,008,714 -49.02% Q3 2026 Oct 27, 2026
INTACT INVESTMENT MANAGEMENT INC. History Reduced 1,045,297 44,542 1.35% 4.21% 76 -2,611,760 -71.42% Q3 2026 Nov 03, 2026
Scheer, Rowlett & Associates Investment Management Ltd. History No change 1,093,093 44,288 3.18% 3.18% 77 0 0.0% Q2 2026 Aug 12, 2026
APG Asset Management N.V. History No change 1,185,164 42,027 0.1% 0.1% 78 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,007,760 40,603 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History No change 971,883 39,372 0.02% 0.02% 80 0 0.0% Q2 2026 Aug 11, 2026
CIDEL ASSET MANAGEMENT INC History Added to 914,580 39,063 1.89% 1.61% 81 +86,954 10.51% Q3 2026 Oct 28, 2026
State of Tennessee, Department of Treasury History No change 960,491 38,940 0.12% 0.12% 82 0 0.0% Q2 2026 Aug 14, 2026
Invesco Ltd. History No change 944,941 38,279 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 14, 2026
Achmea Investment Management B.V. History Added to 840,521 35,928 0.29% 0.84% 84 +14,585 1.77% Q3 2026 Oct 30, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 876,930 35,553 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History No change 865,835 35,052 0.04% 0.04% 86 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Investments Australia, Ltd. History No change 855,360 34,690 0.09% 0.09% 87 0 0.0% Q2 2026 Aug 13, 2026
CANERECTOR INC History No change 800,000 34,192 15.68% 14.77% 88 0 0.0% Q3 2026 Oct 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 828,624 33,567 0.05% 0.05% 89 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 823,462 33,358 0.01% 0.01% 90 0 0.0% Q2 2026 Sep 23, 2026
BARCLAYS PLC History No change 786,012 31,841 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 14, 2026
Purpose Unlimited Inc. History No change 755,704 30,692 1.17% 1.17% 92 0 0.0% Q2 2026 Aug 13, 2026
BANK OF NOVA SCOTIA TRUST CO History No change 755,004 30,585 2.54% 2.54% 93 0 0.0% Q2 2026 Aug 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 753,560 30,527 0.21% 0.21% 94 0 0.0% Q2 2026 Aug 12, 2026
Focus Partners Wealth History No change 750,468 30,401 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 12, 2026
Allspring Global Investments Holdings, LLC History Added to 704,392 29,971 0.05% 0.04% 96 +546 0.08% Q3 2026 Nov 04, 2026
CITADEL ADVISORS LLC History No change 705,558 28,582 0.0% 0.0% 97 0 0.0% Q2 2026 Sep 02, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd History Reduced 466,039 28,261 2.76% 2.71% 98 -13,064 -2.73% Q3 2026 Oct 27, 2026
Pictet Asset Management Holding SA History Reduced 661,014 28,233 0.03% 0.03% 99 -12,873 -1.91% Q3 2026 Nov 03, 2026
Qube Research & Technologies Ltd History No change 692,270 28,044 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 14, 2026
Bridgewater Associates, LP History No change 684,949 27,769 0.11% 0.11% 101 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 646,746 27,544 0.02% 0.01% 102 +64,357 11.05% Q3 2026 Nov 02, 2026
Quadrature Capital Ltd History No change 669,049 27,124 0.23% 0.23% 103 0 0.0% Q2 2026 Aug 06, 2026
RAYMOND JAMES FINANCIAL INC History No change 665,538 26,960 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 646,853 26,204 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 07, 2026
Promethos Capital, LLC History No change 621,365 25,171 6.85% 6.85% 106 0 0.0% Q2 2026 Aug 12, 2026
Crestwood Advisors Group, LLC History Reduced 576,033 24,533 0.36% 0.35% 107 -3,480 -0.6% Q3 2026 Oct 27, 2026
LAZARD ASSET MANAGEMENT LLC History No change 593,112 24,030 0.04% 0.04% 108 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 552,477 23,597 0.01% 0.01% 109 +146,488 36.08% Q3 2026 Nov 04, 2026
Kepler Cheuvreux (Suisse) SA History Added to 375,932 22,796 1.39% 0.61% 110 +189,299 101.43% Q3 2026 Oct 20, 2026
Sienna Gestion History No change 552,839 22,741 1.33% 1.33% 111 0 0.0% Q2 2026 Aug 13, 2026
Hillsdale Investment Management Inc. History No change 540,838 21,911 0.5% 0.5% 112 0 0.0% Q2 2026 Aug 12, 2026
JANE STREET GROUP, LLC History No change 535,680 21,700 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History No change 527,040 21,367 0.04% 0.04% 114 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC History No change 521,600 21,130 0.4% 0.4% 115 0 0.0% Q2 2026 Aug 14, 2026
Mn Services Vermogensbeheer B.V. History No change 489,656 20,914 0.16% 0.15% 116 0 0.0% Q3 2026 Oct 08, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 493,414 19,988 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 13, 2026
Cardinal Point Capital Management ULC History Reduced 459,450 19,637 1.09% 1.07% 118 -6,476 -1.39% Q3 2026 Oct 21, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 459,604 18,618 0.09% 0.09% 119 0 0.0% Q2 2026 Aug 13, 2026
Northwest & Ethical Investments L.P. History No change 455,775 18,463 0.43% 0.43% 120 0 0.0% Q2 2026 Aug 13, 2026
Delaney Capital Management Ltd. History No change 454,736 18,407 2.91% 2.91% 121 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History Reduced 421,380 17,946 0.03% 0.03% 122 -355 -0.08% Q3 2026 Oct 21, 2026
MILLENNIUM MANAGEMENT LLC History No change 361,700 17,629 0.01% 0.01% 123 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 434,310 17,593 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 13, 2026
GRACE & WHITE INC /NY History Reduced 408,703 17,406 2.85% 2.62% 125 -250 -0.06% Q3 2026 Oct 23, 2026
Varma Mutual Pension Insurance Co History No change 428,639 17,378 0.09% 0.09% 126 0 0.0% Q2 2026 Aug 12, 2026
ODDO BHF ASSET MANAGEMENT SAS History No change 301,300 17,330 0.8% 0.8% 127 0 0.0% Q2 2026 Aug 13, 2026
Lombard Odier Asset Management (Europe) Ltd History No change 417,893 16,931 0.72% 0.72% 128 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 409,170 16,594 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
Heathbridge Capital Management Ltd. History Reduced 388,500 16,550 5.51% 6.32% 130 -68,300 -14.95% Q3 2026 Oct 29, 2026
Triasima Portfolio Management inc. History Added to 373,076 15,934 2.1% 1.01% 131 +188,218 101.82% Q3 2026 Oct 15, 2026
PensionDanmark Pensionsforsikringsaktieselskab History Added to 365,061 15,592 0.13% 0.12% 132 +1,318 0.36% Q3 2026 Oct 19, 2026
Lansforsakringar Fondforvaltning AB (publ) History No change 369,187 14,967 0.07% 0.07% 133 0 0.0% Q2 2026 Aug 13, 2026
Ilmarinen Mutual Pension Insurance Co History No change 365,000 14,748 0.1% 0.1% 134 0 0.0% Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History No change 356,049 14,435 0.01% 0.01% 135 0 0.0% Q2 2026 Sep 02, 2026
Crossmark Global Holdings, Inc. History Reduced 317,942 13,541 0.18% 0.18% 136 -26,586 -7.72% Q3 2026 Oct 21, 2026
Rockefeller Capital Management L.P. History No change 313,652 12,706 0.02% 0.02% 137 0 0.0% Q2 2026 Aug 13, 2026
Nykredit A/S History No change 294,123 11,924 0.05% 0.05% 138 0 0.0% Q2 2026 Sep 08, 2026
USS Investment Management Ltd History No change 279,167 11,301 0.04% 0.04% 139 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 207,690 10,877 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 263,870 10,689 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 263,654 10,680 0.01% 0.01% 142 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 263,339 10,667 0.01% 0.01% 143 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 250,828 10,161 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Investment Management Ltd. History No change 244,000 9,876 6.49% 6.49% 145 0 0.0% Q2 2026 Aug 11, 2026
FOSTER & MOTLEY INC History No change 243,502 9,864 0.45% 0.45% 146 0 0.0% Q2 2026 Aug 07, 2026
NATIXIS History No change 239,585 9,705 0.04% 0.04% 147 0 0.0% Q2 2026 Aug 13, 2026
Investment Management Corp of Ontario History No change 238,270 9,652 0.12% 0.12% 148 0 0.0% Q2 2026 Aug 14, 2026
Twin Tree Management, LP History No change 238,200 9,649 0.18% 0.18% 149 0 0.0% Q2 2026 Aug 12, 2026
INTECH INVESTMENT MANAGEMENT LLC History No change 237,300 9,620 0.09% 0.09% 150 0 0.0% Q2 2026 Aug 10, 2026
Lorne Steinberg Wealth Management Inc. History Added to 222,064 9,461 2.0% 1.85% 151 +309 0.14% Q3 2026 Oct 23, 2026
Swiss Life Asset Management Ltd History Reduced 221,277 9,446 0.04% 0.04% 152 -8,126 -3.54% Q3 2026 Nov 03, 2026
Police & Firemen's Retirement System of New Jersey History No change 222,981 9,040 0.07% 0.07% 153 0 0.0% Q2 2026 Jul 23, 2026
Genus Capital Management Inc. History No change 210,040 8,971 0.9% 0.84% 154 0 0.0% Q3 2026 Nov 04, 2026
Cetera Investment Advisers History No change 216,916 8,787 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 12, 2026
Avanza Fonder AB History No change 144,778 8,779 0.17% 0.18% 156 0 0.0% Q3 2026 Oct 13, 2026
Gold Investment Management Ltd. History Added to 206,004 8,777 2.45% 2.26% 157 +770 0.38% Q3 2026 Oct 19, 2026
Mariner, LLC History No change 204,604 8,288 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 13, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 193,757 7,849 0.12% 0.12% 159 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 191,535 7,759 0.01% 0.01% 160 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 189,656 7,682 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Maryland State Retirement & Pension System History No change 189,307 7,668 0.13% 0.13% 162 0 0.0% Q2 2026 Jul 30, 2026
Jupiter Topco LLC History No change 179,441 7,269 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Guardian Partners Inc. History Reduced 164,563 7,028 0.62% 0.64% 164 -9,718 -5.58% Q3 2026 Oct 21, 2026
Utah Retirement Systems History No change 166,839 6,764 0.06% 0.06% 165 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 156,217 6,653 0.01% 0.01% 166 +3,258 2.13% Q3 2026 Nov 02, 2026
Cerity Partners LLC History No change 162,703 6,591 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 155,540 6,301 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 14, 2026
Aviso Financial Inc. History No change 153,725 6,231 0.22% 0.22% 169 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 180,606 6,220 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 140,778 5,996 0.01% 0.01% 171 +9,889 7.56% Q3 2026 Nov 02, 2026
HRT FINANCIAL LP History No change 147,474 5,974 0.01% 0.01% 172 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 140,015 5,963 0.02% 0.02% 173 +7,710 5.83% Q3 2026 Nov 02, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 146,034 5,920 0.01% 0.01% 174 0 0.0% Q2 2026 Aug 14, 2026
AFFINITY WEALTH MANAGEMENT LLC History No change 142,823 5,785 0.75% 0.75% 175 0 0.0% Q2 2026 Jul 22, 2026
Vontobel Holding Ltd. History No change 134,905 5,748 0.02% 0.02% 176 0 0.0% Q3 2026 Oct 16, 2026
BESSEMER GROUP INC History No change 140,632 5,695 0.01% 0.01% 177 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 138,779 5,626 0.02% 0.02% 178 0 0.0% Q2 2026 Aug 17, 2026
Vident Advisory, LLC History No change 135,733 5,501 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 12, 2026
Gulf International Bank (UK) Ltd History No change 127,384 5,427 0.1% 0.1% 180 0 0.0% Q3 2026 Oct 20, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 126,447 5,385 0.06% 0.05% 181 -2,318 -1.8% Q3 2026 Oct 27, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 132,249 5,358 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
Arjuna Capital History Added to 122,845 5,231 1.17% 1.12% 183 +68 0.06% Q3 2026 Nov 03, 2026
Burkett Asset Management Ltd History Reduced 118,950 5,083 4.79% 5.05% 184 -14,640 -10.96% Q3 2026 Oct 09, 2026
PCJ Investment Counsel Ltd. History No change 122,261 4,953 1.42% 1.42% 185 0 0.0% Q2 2026 Aug 12, 2026
BNP PARIBAS History No change 121,275 4,897 0.13% 0.13% 186 0 0.0% Q2 2026 Aug 13, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 117,848 4,774 0.28% 0.28% 187 0 0.0% Q2 2026 Aug 12, 2026
WCG Wealth Advisors LLC History No change 115,275 4,669 0.11% 0.11% 188 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 114,281 4,629 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Point72 Asset Management, L.P. History No change 110,009 4,454 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 14, 2026
Rathbones Group PLC History No change 107,223 4,346 0.02% 0.02% 191 0 0.0% Q2 2026 Jul 23, 2026
BCV Asset Management Inc. History No change 106,606 4,343 0.13% 0.13% 192 0 0.0% Q2 2026 Aug 10, 2026
Pinnacle Financial Partners, Inc. History No change 105,511 4,274 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 14, 2026
ASR Vermogensbeheer N.V. History Reduced 97,934 4,182 0.04% 0.04% 194 -3,693 -3.63% Q3 2026 Oct 16, 2026
Harvest Portfolios Group Inc. History No change 102,859 4,171 0.06% 0.06% 195 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 102,014 4,132 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 05, 2026
Vise Technologies, Inc. History Added to 95,504 4,067 0.03% 0.04% 197 +9,441 10.97% Q3 2026 Oct 28, 2026
Quantbot Technologies LP History No change 98,622 3,995 0.16% 0.16% 198 0 0.0% Q2 2026 Aug 12, 2026
Vanguard Personalized Indexing Management, LLC History No change 97,074 3,932 0.03% 0.03% 199 0 0.0% Q2 2026 Aug 11, 2026
BENJAMIN EDWARDS INC History No change 96,107 3,893 0.04% 0.04% 200 0 0.0% Q2 2026 Jul 24, 2026
SUSQUEHANNA ADVISORS GROUP, INC. History No change 95,700 3,876 0.07% 0.07% 201 0 0.0% Q2 2026 Aug 14, 2026
Vestmark Advisory Solutions, Inc. History No change 95,335 3,862 0.04% 0.04% 202 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 89,521 3,812 0.04% 0.04% 203 -9,277 -9.39% Q3 2026 Oct 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 89,806 3,782 0.01% 0.01% 204 +2,713 3.12% Q3 2026 Oct 13, 2026
Waverly Advisors, LLC History No change 93,071 3,770 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 91,693 3,714 0.0% 0.0% 206 0 0.0% Q2 2026 Aug 03, 2026
DAVENPORT & Co LLC History Added to 86,662 3,690 0.02% 0.02% 207 +1,728 2.03% Q3 2026 Oct 14, 2026
&PARTNERS History No change 89,369 3,676 0.02% 0.02% 208 0 0.0% Q2 2026 Aug 14, 2026
Cresset Asset Management, LLC History No change 89,581 3,628 0.01% 0.01% 209 0 0.0% Q2 2026 Aug 14, 2026
UniSuper Management Pty Ltd History Added to 59,330 3,597 0.02% 0.01% 210 +13,600 29.74% Q3 2026 Oct 26, 2026
Callan Family Office, LLC History No change 88,157 3,571 0.07% 0.07% 211 0 0.0% Q2 2026 Aug 11, 2026
Janney Montgomery Scott LLC History No change 87,756 3,555 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 05, 2026
OpenArc Corporate Advisory, LLC History Reduced 81,036 3,451 0.04% 0.04% 213 -64 -0.08% Q3 2026 Oct 21, 2026
Claret Asset Management Corp History No change 84,115 3,411 0.37% 0.37% 214 0 0.0% Q2 2026 Jul 27, 2026
IMC-Chicago, LLC History No change 84,118 3,407 0.0% 0.0% 215 0 0.0% Q2 2026 Aug 06, 2026
Baird Financial Group, Inc. History No change 83,815 3,395 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 12, 2026
Magnetar Financial LLC History No change 82,512 3,342 0.03% 0.03% 217 0 0.0% Q2 2026 Aug 14, 2026
Voleon Capital Management LP History No change 82,471 3,340 0.06% 0.06% 218 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 75,217 3,203 0.01% 0.01% 219 +284 0.38% Q3 2026 Nov 04, 2026
Pathstone Holdings, LLC History No change 78,827 3,194 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 13, 2026
SPINNAKER TRUST History No change 76,802 3,111 0.15% 0.15% 221 0 0.0% Q2 2026 Aug 03, 2026
TRUIST FINANCIAL CORP History Reduced 72,591 3,091 0.0% 0.0% 222 -649 -0.89% Q3 2026 Oct 30, 2026
Murchinson Ltd. History No change 76,000 3,078 0.42% 0.42% 223 0 0.0% Q2 2026 Aug 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History No change 75,897 3,073 0.01% 0.01% 224 0 0.0% Q2 2026 Aug 14, 2026
Assenagon Asset Management S.A. History No change 71,226 3,042 0.0% 0.0% 225 0 0.0% Q3 2026 Oct 15, 2026
Argent Trust Co History No change 72,476 2,936 0.08% 0.08% 226 0 0.0% Q2 2026 Aug 06, 2026
Candriam S.C.A. History Reduced 66,865 2,866 0.01% 0.09% 227 -437,220 -86.74% Q3 2026 Nov 03, 2026
Americana Partners, LLC History Added to 66,962 2,851 0.06% 0.06% 228 +1,567 2.4% Q3 2026 Oct 28, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 68,773 2,782 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 13, 2026
CAPTRUST FINANCIAL ADVISORS History No change 67,552 2,736 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
LMG Wealth Partners, LLC History No change 67,405 2,730 0.44% 0.44% 231 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 66,838 2,707 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 17, 2026
SIGNATUREFD, LLC History Added to 63,467 2,703 0.03% 0.03% 233 +1,687 2.73% Q3 2026 Oct 23, 2026
QUADRANT CAPITAL GROUP LLC History Reduced 61,655 2,668 0.07% 0.07% 234 -467 -0.75% Q3 2026 Oct 20, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History No change 64,966 2,631 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 13, 2026
Ensign Peak Advisors, Inc History No change 63,800 2,586 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 14, 2026
Osmosis Investment Management UK Ltd History No change 63,248 2,564 0.12% 0.12% 237 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 65,830 2,521 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 10, 2026
HB Wealth Management, LLC History Reduced 58,800 2,504 0.01% 0.01% 239 -5 -0.01% Q3 2026 Oct 23, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History No change 61,202 2,481 0.0% 0.0% 240 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Reduced 57,671 2,456 0.05% 0.05% 241 -1,168 -1.99% Q3 2026 Nov 02, 2026
Atria Investments, Inc History Reduced 57,644 2,455 0.02% 0.02% 242 -302 -0.52% Q3 2026 Oct 15, 2026
XTX Topco Ltd History No change 60,428 2,447 0.03% 0.03% 243 0 0.0% Q2 2026 Aug 14, 2026
Numerai GP LLC History No change 58,597 2,373 0.19% 0.19% 244 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 57,183 2,316 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 13, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 56,923 2,305 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 19, 2026
BALYASNY ASSET MANAGEMENT L.P. History No change 56,781 2,300 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 14, 2026
CREDIT AGRICOLE S A History No change 56,669 2,295 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 14, 2026
CHOREO, LLC History Added to 53,763 2,289 0.02% 0.02% 249 +2,188 4.24% Q3 2026 Oct 28, 2026
Pacifica Partners Inc. History Reduced 53,398 2,252 0.68% 0.67% 250 -305 -0.57% Q3 2026 Oct 08, 2026
Westerkirk Capital Inc. History No change 54,250 2,197 0.21% 0.21% 251 0 0.0% Q2 2026 Aug 10, 2026
Independent Advisor Alliance History No change 52,555 2,129 0.05% 0.05% 252 0 0.0% Q2 2026 Aug 12, 2026
Orion Porfolio Solutions, LLC History No change 51,969 2,105 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 51,798 2,098 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 07, 2026
Union Bancaire Privee, UBP SA History No change 6,237 2,096 0.02% 0.02% 255 0 0.0% Q3 2026 Nov 04, 2026
CenterBook Partners LP History New 49,075 2,090 0.1% — 256 +49,075 New Q3 2026 Nov 02, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History No change 51,497 2,086 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 50,554 2,047 0.08% 0.08% 258 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 50,147 2,031 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 27, 2026
Stratos Wealth Partners, LTD. History No change 49,320 1,997 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 48,585 1,968 0.04% 0.04% 261 0 0.0% Q2 2026 Jul 27, 2026
Apollon Wealth Management, LLC History Added to 46,163 1,966 0.02% 0.01% 262 +19,504 73.16% Q3 2026 Oct 23, 2026
Kingsview Wealth Management, LLC History No change 48,354 1,958 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 18, 2026
Laird Norton Wetherby Trust Company, LLC History No change 48,251 1,954 0.04% 0.04% 264 0 0.0% Q2 2026 Aug 14, 2026
M&T BANK CORP History No change 48,224 1,953 0.01% 0.01% 265 0 0.0% Q2 2026 Aug 04, 2026
Generali Asset Management SPA SGR History Added to 32,117 1,947 0.03% 0.0% 266 +27,581 608.05% Q3 2026 Oct 26, 2026
BayBridge Capital Group, LLC History Reduced 44,791 1,907 1.0% 1.13% 267 -8,732 -16.31% Q3 2026 Oct 13, 2026
Lido Advisors, LLC History Added to 44,187 1,881 0.0% 0.0% 268 +585 1.34% Q3 2026 Nov 04, 2026
Fideuram Asset Management (Ireland) dac History Reduced 30,603 1,880 0.04% 0.1% 269 -60,463 -66.39% Q3 2026 Oct 29, 2026
Sanctuary Advisors, LLC History No change 45,724 1,852 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 13, 2026
Sageworth Trust Co History No change 43,048 1,833 0.07% 0.07% 271 0 0.0% Q3 2026 Oct 30, 2026
Emerald Investment Advisers, LLC History No change 45,132 1,828 0.12% 0.12% 272 0 0.0% Q2 2026 Aug 12, 2026
Metis Global Partners, LLC History No change 45,058 1,826 0.04% 0.04% 273 0 0.0% Q2 2026 Aug 10, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 45,033 1,822 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
OPPENHEIMER & CO INC History Added to 42,335 1,803 0.02% 0.02% 275 +4,754 12.65% Q3 2026 Oct 26, 2026
MML INVESTORS SERVICES, LLC History No change 44,264 1,793 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 07, 2026
Graham Capital Management, L.P. History No change 43,278 1,753 0.03% 0.03% 277 0 0.0% Q2 2026 Aug 14, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 40,423 1,637 0.02% 0.02% 278 0 0.0% Q2 2026 Jul 24, 2026
Lombard Odier Asset Management (Switzerland) SA History No change 40,382 1,636 0.05% 0.05% 279 0 0.0% Q2 2026 Aug 14, 2026
Advisors Asset Management, Inc. History No change 40,014 1,620 0.02% 0.02% 280 0 0.0% Q2 2026 Aug 13, 2026
111 Capital History Added to 37,933 1,616 0.24% 0.09% 281 +25,335 201.1% Q3 2026 Nov 03, 2026
Entropy Technologies, LP History No change 39,650 1,606 0.06% 0.06% 282 0 0.0% Q2 2026 Aug 13, 2026
PFG Advisors History Added to 37,644 1,603 0.08% 0.07% 283 +1,777 4.95% Q3 2026 Oct 15, 2026
Stamos Capital Partners, L.P. History No change 38,911 1,576 0.24% 0.24% 284 0 0.0% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History No change 38,801 1,571 0.01% 0.01% 285 0 0.0% Q2 2026 Jul 20, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 38,714 1,568 0.01% 0.01% 286 0 0.0% Q2 2026 Jul 23, 2026
Hennion & Walsh Asset Management, Inc. History Reduced 36,086 1,536 0.04% 0.05% 287 -7,146 -16.53% Q3 2026 Oct 13, 2026
Sterling Capital Management LLC History Reduced 35,879 1,528 0.03% 0.03% 288 -963 -2.61% Q3 2026 Oct 22, 2026
Advisory Resource Group History Reduced 35,500 1,511 0.22% 0.23% 289 -2,477 -6.52% Q3 2026 Oct 26, 2026
Redhawk Wealth Advisors, Inc. History Reduced 34,627 1,474 0.15% 0.14% 290 -516 -1.47% Q3 2026 Oct 14, 2026
Eddie Patel Inc History Reduced 34,534 1,470 0.93% 1.08% 291 -10,207 -22.81% Q3 2026 Nov 02, 2026
Invst, LLC History No change 35,979 1,457 0.14% 0.14% 292 0 0.0% Q2 2026 Aug 14, 2026
DAYMARK WEALTH PARTNERS, LLC History No change 33,391 1,422 0.03% 0.03% 293 0 0.0% Q3 2026 Nov 04, 2026
CAPSTONE INVESTMENT ADVISORS, LLC History No change 34,812 1,410 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 17, 2026
Walleye Capital LLC History No change 34,306 1,389 0.0% 0.0% 295 0 0.0% Q2 2026 Aug 03, 2026
Bleakley Financial Group, LLC History No change 34,311 1,389 0.02% 0.02% 296 0 0.0% Q2 2026 Aug 05, 2026
Midwest Professional Planners, LTD. History Added to 31,880 1,357 0.27% 0.24% 297 +1,233 4.02% Q3 2026 Oct 29, 2026
COMMERCE BANK History No change 33,151 1,342 0.01% 0.01% 298 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 33,141 1,342 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
NWAM LLC History No change 32,840 1,330 0.07% 0.07% 300 0 0.0% Q2 2026 Jul 23, 2026
Compound Planning, Inc. History No change 32,472 1,315 0.03% 0.03% 301 0 0.0% Q2 2026 Aug 04, 2026
NORDEN GROUP LLC History Reduced 30,583 1,302 0.1% 0.1% 302 -35 -0.11% Q3 2026 Oct 20, 2026
CIGNA INVESTMENTS INC /NEW History No change 30,413 1,299 0.17% 0.16% 303 0 0.0% Q3 2026 Oct 19, 2026
Integrated Wealth Concepts LLC History No change 32,050 1,298 0.01% 0.01% 304 0 0.0% Q2 2026 Sep 08, 2026
Plato Investment Management Ltd History No change 31,413 1,266 0.07% 0.07% 305 0 0.0% Q2 2026 Aug 06, 2026
BURNEY CO/ History Reduced 29,542 1,258 0.03% 0.03% 306 -521 -1.73% Q3 2026 Oct 15, 2026
WESTCO ADVISORY SERVICES INC /ADV History Reduced 29,457 1,254 0.75% 0.72% 307 -156 -0.53% Q3 2026 Oct 14, 2026
BROWN ADVISORY INC History No change 30,719 1,244 0.0% 0.0% 308 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 30,500 1,235 0.01% 0.01% 309 0 0.0% Q2 2026 Jul 27, 2026
AlphaCore Capital LLC History Added to 28,785 1,225 0.02% 0.02% 310 +2,272 8.57% Q3 2026 Nov 04, 2026
Wealth Architects, LLC History Added to 28,273 1,204 0.09% 0.09% 311 +183 0.65% Q3 2026 Nov 03, 2026
Ethic Inc. History Added to 28,199 1,200 0.01% 0.01% 312 +9,209 48.49% Q3 2026 Nov 03, 2026
Farther Finance Advisors, LLC History Added to 27,832 1,185 0.01% 0.0% 313 +13,856 99.14% Q3 2026 Oct 08, 2026
REGIONS FINANCIAL CORP History No change 29,200 1,182 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 10, 2026
Tacita Capital Inc History No change 29,161 1,180 0.64% 0.64% 315 0 0.0% Q2 2026 Aug 10, 2026
Qtron Investments LLC History No change 28,312 1,147 0.15% 0.15% 316 0 0.0% Q2 2026 Aug 13, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Reduced 26,824 1,142 0.03% 0.03% 317 -2,208 -7.61% Q3 2026 Oct 29, 2026
MAVERICK CAPITAL LTD History No change 28,095 1,138 0.01% 0.01% 318 0 0.0% Q2 2026 Aug 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd History Added to 26,613 1,133 0.01% 0.01% 319 +212 0.8% Q3 2026 Oct 20, 2026
Savvy Advisors, Inc. History No change 27,749 1,124 0.02% 0.02% 320 0 0.0% Q2 2026 Aug 03, 2026
F/m Investments LLC History No change 27,533 1,115 0.06% 0.06% 321 0 0.0% Q2 2026 Aug 05, 2026
Capula Management Ltd History No change 27,051 1,095 0.0% 0.0% 322 0 0.0% Q2 2026 Aug 14, 2026
Coastline Trust Co History No change 25,650 1,092 0.1% 0.09% 323 0 0.0% Q3 2026 Oct 01, 2026
HOGE FINANCIAL SERVICES, LLC History No change 26,939 1,091 0.52% 0.52% 324 0 0.0% Q2 2026 Jul 29, 2026
Arax Advisory Partners History No change 26,842 1,087 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 10, 2026
SUMITOMO LIFE INSURANCE CO History No change 26,401 1,069 0.02% 0.02% 326 0 0.0% Q2 2026 Aug 11, 2026
K.J. Harrison & Partners Inc History No change 26,403 1,068 0.15% 0.15% 327 0 0.0% Q2 2026 Aug 07, 2026
WEDBUSH SECURITIES INC History Added to 24,779 1,055 0.03% 0.03% 328 +200 0.81% Q3 2026 Oct 22, 2026
LITTLE HOUSE CAPITAL LLC History No change 25,947 1,051 0.24% 0.24% 329 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 24,412 1,039 0.02% 0.02% 330 -696 -2.77% Q3 2026 Oct 23, 2026
One Wealth Advisors, LLC History No change 25,267 1,023 0.11% 0.11% 331 0 0.0% Q2 2026 Aug 06, 2026
J.W. COLE ADVISORS, INC. History No change 24,425 989 0.02% 0.02% 332 0 0.0% Q2 2026 Jul 21, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 23,055 981 0.02% 0.02% 333 -808 -3.39% Q3 2026 Oct 28, 2026
Squarepoint Ops LLC History No change 24,208 980 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 24,000 976 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 28, 2026
SYON CAPITAL LLC History No change 23,601 956 0.04% 0.04% 336 0 0.0% Q2 2026 Aug 14, 2026
Legacy Wealth Asset Management, LLC History Reduced 22,393 953 0.21% 0.2% 337 -139 -0.62% Q3 2026 Oct 08, 2026
MONTAG A & ASSOCIATES INC History No change 22,279 948 0.04% 0.04% 338 0 0.0% Q3 2026 Oct 29, 2026
Cumberland Partners Ltd History No change 23,062 934 0.06% 0.06% 339 0 0.0% Q2 2026 Aug 06, 2026
SUMMITRY LLC History No change 22,804 923 0.03% 0.03% 340 0 0.0% Q2 2026 Jul 21, 2026
Moss Adams Wealth Advisors LLC History Reduced 21,618 920 0.06% 0.06% 341 -2,275 -9.52% Q3 2026 Oct 28, 2026
Aprio Wealth Management, LLC History Added to 21,556 918 0.04% 0.04% 342 +296 1.39% Q3 2026 Oct 28, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 21,505 915 0.01% 0.01% 343 +4,840 29.04% Q3 2026 Oct 27, 2026
Clearstead Advisors, LLC History No change 22,584 914 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 06, 2026
Hilltop National Bank History No change 21,169 901 0.19% 0.18% 345 0 0.0% Q3 2026 Oct 14, 2026
Campbell & CO Investment Adviser LLC History No change 22,178 898 0.05% 0.05% 346 0 0.0% Q2 2026 Aug 03, 2026
Concurrent Investment Advisors, LLC History Reduced 21,066 897 0.01% 0.01% 347 -5,182 -19.74% Q3 2026 Oct 16, 2026
NewEdge Advisors, LLC History No change 22,064 893 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 12, 2026
IEQ CAPITAL, LLC History No change 22,034 892 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 21,893 886 0.01% 0.01% 350 0 0.0% Q2 2026 Aug 10, 2026
GATEWAY INVESTMENT ADVISERS LLC History Reduced 20,667 880 0.01% 0.01% 351 -148 -0.71% Q3 2026 Oct 13, 2026
BLAIR WILLIAM & CO/IL History No change 21,215 859 0.0% 0.0% 352 0 0.0% Q2 2026 Aug 11, 2026
Robertson Stephens Wealth Management, LLC History Added to 20,079 855 0.02% 0.02% 353 +763 3.95% Q3 2026 Oct 16, 2026
World Investment Advisors History No change 23,613 839 0.01% 0.01% 354 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 20,267 821 0.0% 0.0% 355 0 0.0% Q2 2026 Aug 11, 2026
TCTC Holdings, LLC History No change 19,259 820 0.02% 0.02% 356 0 0.0% Q3 2026 Nov 02, 2026
HSBC HOLDINGS PLC History No change 20,193 818 0.0% 0.0% 357 0 0.0% Q2 2026 Aug 14, 2026
GLENMEDE TRUST CO NA History No change 19,624 794 0.0% 0.0% 358 0 0.0% Q2 2026 Aug 10, 2026
Summit Global Investments History Reduced 18,392 783 0.04% 0.05% 359 -2,709 -12.84% Q3 2026 Oct 28, 2026
Ameritas Advisory Services, LLC History No change 19,281 781 0.02% 0.02% 360 0 0.0% Q2 2026 Aug 14, 2026
Archer Investment Corp History No change 19,000 769 0.15% 0.15% 361 0 0.0% Q2 2026 Aug 03, 2026
Beacon Pointe Advisors, LLC History No change 18,739 759 0.0% 0.0% 362 0 0.0% Q2 2026 Aug 18, 2026
Kathmere Capital Management, LLC History Added to 17,497 745 0.04% 0.03% 363 +1,525 9.55% Q3 2026 Oct 20, 2026
Boothe Investment Group, Inc. History Reduced 17,450 743 0.21% 0.24% 364 -1,626 -8.52% Q3 2026 Oct 21, 2026
BROWN BROTHERS HARRIMAN & CO History No change 18,144 735 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 12, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 16,876 718 0.01% 0.01% 366 -7,280 -30.14% Q3 2026 Oct 05, 2026
Expressive Wealth LLC History No change 17,723 717 0.68% 0.68% 367 0 0.0% Q2 2026 Aug 11, 2026
HUNTINGTON NATIONAL BANK History No change 17,556 711 0.0% 0.0% 368 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 17,499 709 0.0% 0.0% 369 0 0.0% Q2 2026 Aug 14, 2026
PEAK6 LLC History No change 17,244 698 0.0% 0.0% 370 0 0.0% Q2 2026 Aug 12, 2026
Financial & Tax Architects, LLC History Added to 16,366 697 0.14% 0.12% 371 +2,103 14.74% Q3 2026 Oct 15, 2026
MAI Capital Management History No change 17,064 691 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 16,951 686 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 04, 2026
CRAWFORD INVESTMENT COUNSEL INC History No change 16,946 686 0.01% 0.01% 374 0 0.0% Q2 2026 Aug 14, 2026
Schneider Downs Wealth Management Advisors, LP History Added to 15,845 674 0.06% 0.06% 375 +5 0.03% Q3 2026 Oct 27, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 16,612 672 0.0% 0.0% 376 0 0.0% Q2 2026 Aug 14, 2026
ALLIANZ SE History No change 16,501 668 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History Added to 15,289 651 0.0% 0.0% 378 +979 6.84% Q3 2026 Oct 26, 2026
Cassaday & Co Wealth Management LLC History Added to 15,292 651 0.01% 0.01% 379 +16 0.1% Q3 2026 Oct 27, 2026
State of Wyoming History Added to 14,932 637 0.05% 0.02% 380 +9,882 195.68% Q3 2026 Oct 28, 2026
HBK Sorce Advisory LLC History No change 14,316 636 0.01% 0.01% 381 0 0.0% Q2 2026 Aug 06, 2026
FAYEZ SAROFIM & CO History No change 15,593 631 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
Apella Capital, LLC History Added to 15,127 630 0.01% 0.01% 383 +4,134 37.61% Q3 2026 Oct 08, 2026
Integrated Advisors Network LLC History Reduced 14,688 625 0.03% 0.03% 384 -302 -2.01% Q3 2026 Oct 20, 2026
Manske Wealth Management History Reduced 14,622 622 0.15% 0.16% 385 -1,743 -10.65% Q3 2026 Oct 26, 2026
One Capital Management, LLC History No change 18,022 618 0.02% 0.02% 386 0 0.0% Q2 2026 Aug 13, 2026
CLIFFORD SWAN INVESTMENT COUNSEL LLC History No change 15,252 617 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 20, 2026
Lewis Asset Management, LLC History Added to 14,164 603 0.21% 0.18% 388 +1,407 11.03% Q3 2026 Oct 13, 2026
Global Financial Private Client, LLC History New 14,124 601 0.17% — 389 +14,124 New Q3 2026 Oct 15, 2026
Nicholas Hoffman & Company, LLC. History Reduced 14,072 599 0.01% 0.01% 390 -1,423 -9.18% Q3 2026 Oct 30, 2026
Checchi Capital Advisers, LLC History No change 14,426 584 0.03% 0.03% 391 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Advisor Solutions, LLC History No change 14,349 581 0.0% 0.0% 392 0 0.0% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History No change 14,301 579 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 17, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 14,352 578 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 12, 2026
Sivia Capital Partners, LLC History No change 14,111 571 0.07% 0.07% 395 0 0.0% Q2 2026 Jul 23, 2026
Inspire Advisors, LLC History No change 14,082 570 0.04% 0.04% 396 0 0.0% Q2 2026 Aug 13, 2026
WESBANCO BANK INC History Reduced 13,354 568 0.02% 0.01% 397 -784 -5.55% Q3 2026 Nov 04, 2026
Community Bank & Trust, Waco, Texas History Added to 13,303 567 0.09% 0.08% 398 +2,955 28.56% Q3 2026 Oct 19, 2026
BURKE & HERBERT BANK & TRUST CO History No change 13,286 565 0.14% 0.13% 399 0 0.0% Q3 2026 Nov 02, 2026
HUB Investment Partners, LLC History Reduced 13,214 562 0.01% 0.01% 400 -253 -1.88% Q3 2026 Nov 03, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History Added to 13,216 562 0.05% 0.05% 401 +30 0.23% Q3 2026 Nov 04, 2026
Brevan Howard Capital Management LP History No change 13,851 561 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 14, 2026
CoreCap Advisors, LLC History Added to 13,088 557 0.02% 0.01% 403 +680 5.48% Q3 2026 Oct 08, 2026
Ascent Group, LLC History Added to 12,922 550 0.02% 0.02% 404 +73 0.57% Q3 2026 Oct 30, 2026
VIEWPOINT INVESTMENT PARTNERS CORP History Added to 12,884 548 0.17% 0.17% 405 +700 5.75% Q3 2026 Oct 23, 2026
Crescent Grove Advisors, LLC History Added to 12,640 538 0.05% 0.04% 406 +74 0.59% Q3 2026 Oct 21, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 13,110 531 0.03% 0.03% 407 0 0.0% Q2 2026 Aug 13, 2026
Baron Wealth Management LLC History No change 12,432 529 0.14% 0.13% 408 0 0.0% Q3 2026 Oct 27, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 12,350 525 0.12% 0.12% 409 -1,150 -8.52% Q3 2026 Oct 16, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Reduced 12,168 518 0.01% 0.01% 410 -5 -0.04% Q3 2026 Oct 13, 2026
Yanni & Associates Investment Advisors, LLC History No change 12,157 517 0.47% 0.45% 411 0 0.0% Q3 2026 Oct 14, 2026
RNC CAPITAL MANAGEMENT LLC History No change 12,674 513 0.02% 0.02% 412 0 0.0% Q2 2026 Aug 06, 2026
Curi Capital, LLC History No change 12,663 512 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 14, 2026
WEBSTERROGERS FINANCIAL ADVISORS, LLC History No change 12,026 512 0.13% 0.12% 414 0 0.0% Q3 2026 Nov 02, 2026
Meeder Advisory Services, Inc. History No change 12,608 510 0.02% 0.02% 415 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 12,501 506 0.0% 0.0% 416 0 0.0% Q2 2026 Aug 11, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 11,829 503 0.01% 0.01% 417 +428 3.75% Q3 2026 Oct 22, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 12,318 499 0.03% 0.03% 418 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History Reduced 11,633 495 0.03% 0.03% 419 -23 -0.2% Q3 2026 Nov 03, 2026
WEALTH ALLIANCE, LLC History No change 12,125 491 0.04% 0.04% 420 0 0.0% Q2 2026 Aug 11, 2026
LOUISBOURG INVESTMENTS INC. History Reduced 11,372 486 0.09% 0.09% 421 -300 -2.57% Q3 2026 Oct 20, 2026
Fiera Capital Corp History No change 11,952 483 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 07, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 11,926 483 0.04% 0.04% 423 0 0.0% Q2 2026 Aug 05, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 11,835 479 0.0% 0.0% 424 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 10,651 468 0.01% 0.01% 425 0 0.0% Q2 2026 Jul 29, 2026
CITY NATIONAL BANK OF FLORIDA /MSD History No change 11,519 466 0.2% 0.2% 426 0 0.0% Q2 2026 Jul 15, 2026
RESOURCES MANAGEMENT CORP /CT/ /ADV History No change 11,505 466 0.06% 0.06% 427 0 0.0% Q2 2026 Aug 14, 2026
First Nebraska Trust Co History No change 10,950 466 0.04% 0.04% 428 0 0.0% Q3 2026 Oct 29, 2026
Gladstone Institutional Advisory LLC History No change 11,497 465 0.01% 0.01% 429 0 0.0% Q2 2026 Jul 27, 2026
Councilmark Asset Management, LLC History No change 10,886 463 0.24% 0.23% 430 0 0.0% Q3 2026 Oct 20, 2026
Bragg Financial Advisors, Inc History No change 11,424 462 0.01% 0.01% 431 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN History No change 10,306 457 0.09% 0.09% 432 0 0.0% Q2 2026 Aug 06, 2026
Ewing Morris & Co. Investment Partners Ltd. History No change 11,237 455 0.24% 0.24% 433 0 0.0% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 11,218 454 0.0% 0.0% 434 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 11,161 452 0.01% 0.01% 435 0 0.0% Q2 2026 Aug 07, 2026
Fulcrum Asset Management LLP History New 10,478 446 0.02% — 437 +10,478 New Q3 2026 Nov 04, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 11,016 446 0.01% 0.01% 436 0 0.0% Q2 2026 Aug 14, 2026
Gallagher Fiduciary Advisors, LLC History No change 10,959 443 0.01% 0.01% 438 0 0.0% Q2 2026 Aug 14, 2026
Versant Capital Management, Inc History Added to 10,308 439 0.04% 0.04% 440 +356 3.58% Q3 2026 Oct 01, 2026
ATLAS CAPITAL ADVISORS INC. History No change 10,852 439 0.05% 0.05% 439 0 0.0% Q2 2026 Aug 13, 2026
GREENLEAF TRUST History Added to 10,285 438 0.0% 0.0% 441 +914 9.75% Q3 2026 Oct 29, 2026
O'ROURKE & COMPANY, Inc History No change 10,771 436 0.15% 0.15% 442 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Technology Lab Private Ltd History No change 10,678 433 0.1% 0.1% 443 0 0.0% Q2 2026 Aug 13, 2026
Marks Group Wealth Management, Inc History No change 10,583 428 0.04% 0.04% 444 0 0.0% Q2 2026 Jul 27, 2026
BRIGHTON JONES LLC History Added to 9,991 425 0.01% 0.01% 445 +56 0.56% Q3 2026 Nov 03, 2026
EverSource Wealth Advisors, LLC History Added to 9,855 419 0.01% 0.01% 447 +1,002 11.32% Q3 2026 Nov 04, 2026
Baader Bank Aktiengesellschaft History No change 10,353 419 0.03% 0.03% 446 0 0.0% Q2 2026 Jul 23, 2026
First Affirmative Financial Network History New 9,832 418 0.09% — 449 +9,832 New Q3 2026 Oct 21, 2026
HCR Wealth Advisors History Added to 9,828 418 0.03% 0.04% 448 +48 0.49% Q3 2026 Oct 15, 2026
Parallel Advisors, LLC History Added to 9,808 417 0.01% 0.01% 450 +606 6.59% Q3 2026 Nov 03, 2026
AssuredPartners Investment Advisors, LLC History No change 10,312 417 0.04% 0.04% 451 0 0.0% Q2 2026 Aug 10, 2026
D.A. DAVIDSON & CO. History Added to 9,743 414 0.0% 0.0% 452 +511 5.54% Q3 2026 Oct 27, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 10,184 412 0.06% 0.06% 453 0 0.0% Q2 2026 Aug 07, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 9,989 404 0.0% 0.0% 454 0 0.0% Q2 2026 Sep 23, 2026
Strategic Investment Advisors / MI History No change 9,972 403 0.02% 0.02% 455 0 0.0% Q2 2026 Aug 14, 2026
Diversify Advisory Services, LLC History Added to 9,164 401 0.01% 0.01% 457 +2,220 31.97% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 9,164 401 0.01% 0.01% 458 +2,220 31.97% Q3 2026 Oct 20, 2026
Pekin Hardy Strauss, Inc. History No change 9,424 401 0.04% 0.03% 456 0 0.0% Q3 2026 Nov 02, 2026
Bryn Mawr Trust Advisors, LLC History Added to 9,368 398 0.02% 0.02% 460 +101 1.09% Q3 2026 Nov 03, 2026
Fiduciary Wealth Partners, LLC History No change 9,828 398 0.22% 0.22% 459 0 0.0% Q2 2026 Jul 29, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 9,298 396 0.02% 0.02% 461 +926 11.06% Q3 2026 Oct 09, 2026
GF FUND MANAGEMENT CO. LTD. History No change 9,279 395 0.01% 0.0% 462 0 0.0% Q3 2026 Oct 26, 2026
AMERICAN NATIONAL BANK & TRUST History Reduced 9,262 394 0.04% 0.03% 463 -167 -1.77% Q3 2026 Oct 07, 2026
Bridgewater Advisors Inc. History No change 8,829 392 0.02% 0.02% 464 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 9,682 392 0.0% 0.0% 465 0 0.0% Q2 2026 Aug 06, 2026
Hendershot Investments Inc. History No change 9,657 391 0.05% 0.05% 466 0 0.0% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History Reduced 9,048 385 0.0% 0.0% 467 -343 -3.65% Q3 2026 Oct 20, 2026
WELLINGTON-ALTUS USA INC. History No change 10,319 381 0.27% 0.27% 468 0 0.0% Q2 2026 Sep 17, 2026
Valeo Financial Advisors, LLC History Added to 8,943 380 0.01% 0.01% 469 +467 5.51% Q3 2026 Oct 08, 2026
WESTWOOD HOLDINGS GROUP INC History No change 9,343 378 0.0% 0.0% 470 0 0.0% Q2 2026 Aug 14, 2026
Peregrine Asset Advisers, Inc. History No change 9,350 378 0.08% 0.08% 471 0 0.0% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History Added to 8,872 377 0.0% 0.0% 472 +146 1.67% Q3 2026 Oct 15, 2026
Haven Private, LLC History Reduced 8,794 374 0.15% 0.14% 473 -259 -2.86% Q3 2026 Oct 27, 2026
Lester Murray Antman dba SimplyRich History No change 9,105 368 0.09% 0.09% 474 0 0.0% Q2 2026 Jul 31, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 8,593 365 0.01% 0.01% 475 -330 -3.7% Q3 2026 Oct 22, 2026
Fiduciary Alliance LLC History Added to 8,553 364 0.03% 0.02% 476 +104 1.23% Q3 2026 Oct 13, 2026
Modern Wealth Management, LLC History No change 8,980 363 0.0% 0.0% 477 0 0.0% Q2 2026 Aug 13, 2026
SEVEN MILE ADVISORY History Reduced 8,509 362 0.24% 0.24% 478 -178 -2.05% Q3 2026 Oct 22, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History Added to 8,425 358 0.07% 0.06% 479 +27 0.32% Q3 2026 Oct 21, 2026
REAP Financial Group, LLC History No change 8,423 358 0.06% 0.06% 480 0 0.0% Q3 2026 Nov 02, 2026
Venture Visionary Partners LLC History New 8,362 356 0.01% — 481 +8,362 New Q3 2026 Oct 07, 2026
Florida Trust Wealth Management Co History No change 8,753 354 0.01% 0.01% 482 0 0.0% Q2 2026 Jul 27, 2026
Beverly Hills Private Wealth, LLC History Added to 8,304 353 0.06% 0.05% 484 +1,694 25.63% Q3 2026 Nov 03, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 8,736 353 0.0% 0.0% 483 0 0.0% Q2 2026 Aug 14, 2026
Haverford Trust Co History No change 8,703 352 0.0% 0.0% 485 0 0.0% Q2 2026 Aug 12, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 8,233 350 0.01% 0.01% 486 -51 -0.62% Q3 2026 Oct 20, 2026
TWO SIGMA SECURITIES, LLC History No change 8,650 350 0.03% 0.03% 487 0 0.0% Q2 2026 Aug 14, 2026
D'Orazio & Associates, Inc. History Reduced 8,201 349 0.04% 0.04% 488 -36 -0.44% Q3 2026 Nov 04, 2026
Wealthspire Advisors, LLC History No change 8,524 345 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 11, 2026
Dixon Mitchell Investment Counsel Inc. History No change 8,125 345 0.01% 0.01% 490 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 8,494 344 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 11, 2026
Schonfeld Strategic Advisors LLC History No change 8,489 343 0.0% 0.0% 492 0 0.0% Q2 2026 Aug 14, 2026
PRUDENTIAL PLC History No change 8,427 341 0.0% 0.0% 493 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 8,329 337 0.01% 0.01% 494 0 0.0% Q2 2026 Aug 06, 2026
Baskin Financial Services Inc. History New 7,900 336 0.03% — 496 +7,900 New Q3 2026 Oct 19, 2026
OneAscent Financial Services LLC History No change 8,296 336 0.02% 0.02% 495 0 0.0% Q2 2026 Aug 11, 2026
Faithward Advisors, LLC History No change 8,093 327 0.04% 0.04% 497 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History New 7,660 326 0.0% — 498 +7,660 New Q3 2026 Oct 28, 2026
RWA WEALTH PARTNERS, LLC History No change 8,014 324 0.0% 0.0% 499 0 0.0% Q2 2026 Aug 07, 2026
Empowered Funds, LLC History No change 8,013 324 0.0% 0.0% 500 0 0.0% Q2 2026 Aug 14, 2026
Hamilton Wealth, LLC History No change 8,016 324 0.06% 0.06% 501 0 0.0% Q2 2026 Aug 06, 2026
Wealth Quarterback LLC History Added to 7,602 323 0.1% 0.09% 502 +50 0.66% Q3 2026 Oct 20, 2026
Center for Financial Planning, Inc. History Added to 7,493 319 0.03% 0.03% 503 +3 0.04% Q3 2026 Oct 26, 2026
SHELTON CAPITAL MANAGEMENT History No change 7,826 317 0.01% 0.01% 504 0 0.0% Q2 2026 Aug 14, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 7,811 316 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History Reduced 7,386 314 0.0% 0.0% 506 -135 -1.79% Q3 2026 Oct 22, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 7,732 313 0.01% 0.01% 507 0 0.0% Q2 2026 Jul 17, 2026
SG Americas Securities, LLC History No change 7,604 308 0.0% 0.0% 508 0 0.0% Q2 2026 Aug 07, 2026
B. Riley Wealth Advisors, Inc. History Added to 7,096 302 0.01% 0.01% 510 +2,050 40.63% Q3 2026 Oct 13, 2026
LaFleur & Godfrey LLC History No change 7,106 302 0.04% 0.03% 509 0 0.0% Q3 2026 Oct 27, 2026
Alaska Wealth Advisors, LLC History No change 7,469 302 0.03% 0.03% 511 0 0.0% Q2 2026 Aug 11, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History No change 7,100 302 0.11% 0.11% 512 0 0.0% Q3 2026 Oct 14, 2026
Smartleaf Asset Management LLC History No change 7,348 298 0.01% 0.01% 513 0 0.0% Q2 2026 Aug 12, 2026
Larson Financial Group LLC History No change 7,331 296 0.01% 0.01% 514 0 0.0% Q2 2026 Aug 14, 2026
Greenspring Advisors, LLC History No change 7,330 296 0.02% 0.02% 515 0 0.0% Q2 2026 Aug 11, 2026
PRIVATE MANAGEMENT GROUP INC History Added to 6,939 295 0.01% 0.01% 516 +174 2.57% Q3 2026 Nov 04, 2026
ClearAlpha Technologies LP History No change 7,291 295 0.51% 0.51% 517 0 0.0% Q2 2026 Aug 14, 2026
Mustard Seed Financial, LLC History No change 6,940 295 0.15% 0.15% 518 0 0.0% Q3 2026 Oct 30, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 6,898 293 0.03% 0.03% 519 -651 -8.62% Q3 2026 Oct 27, 2026
FMA Wealth Management, LLC History No change 6,867 292 0.18% 0.18% 520 0 0.0% Q3 2026 Oct 21, 2026
Crewe Advisors LLC History No change 7,200 291 0.02% 0.02% 521 0 0.0% Q2 2026 Jul 23, 2026
Rehmann Capital Advisory Group History No change 7,157 289 0.01% 0.01% 522 0 0.0% Q2 2026 Aug 20, 2026
Knights of Columbus Asset Advisors LLC History No change 7,145 289 0.01% 0.01% 523 0 0.0% Q2 2026 Jul 31, 2026
Southland Equity Partners LLC History Reduced 6,775 288 0.05% 0.05% 524 -4 -0.06% Q3 2026 Oct 14, 2026
New England Capital Financial Advisors LLC History Added to 6,755 287 0.07% 0.07% 526 +3 0.04% Q3 2026 Nov 03, 2026
Goelzer Investment Management, Inc. History No change 6,745 287 0.01% 0.01% 525 0 0.0% Q3 2026 Oct 15, 2026
Plante Moran Financial Advisors, LLC History No change 6,661 283 0.01% 0.01% 527 0 0.0% Q3 2026 Nov 04, 2026
RFG Advisory, LLC History Added to 6,641 282 0.0% 0.0% 528 +819 14.07% Q3 2026 Nov 03, 2026
Verdence Capital Advisors LLC History Added to 6,552 279 0.01% 0.01% 530 +54 0.83% Q3 2026 Oct 26, 2026
Anchor Investment Management, LLC History No change 6,900 279 0.02% 0.02% 529 0 0.0% Q2 2026 Sep 15, 2026
Patriot Financial Group Insurance Agency, LLC History Added to 6,520 277 0.03% 0.03% 531 +20 0.31% Q3 2026 Oct 14, 2026
LOWE BROCKENBROUGH & CO INC History No change 6,794 275 0.01% 0.01% 532 0 0.0% Q2 2026 Aug 03, 2026
Cannell & Spears LLC History No change 6,731 272 0.0% 0.0% 533 0 0.0% Q2 2026 Aug 11, 2026
McHugh Group, LLC History No change 6,400 272 0.13% 0.13% 534 0 0.0% Q3 2026 Oct 19, 2026
Cornerstone Wealth Management, LLC History Added to 6,342 270 0.01% 0.01% 536 +11 0.17% Q3 2026 Nov 04, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 6,340 270 0.01% 0.01% 535 0 0.0% Q3 2026 Oct 21, 2026
Keudell/Morrison Wealth Management History No change 6,341 270 0.05% 0.05% 537 0 0.0% Q3 2026 Oct 16, 2026
C M BIDWELL & ASSOCIATES LTD History No change 6,627 268 0.11% 0.11% 538 0 0.0% Q2 2026 Aug 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Added to 6,286 267 0.01% 0.01% 540 +17 0.27% Q3 2026 Oct 26, 2026
RIVERBRIDGE PARTNERS LLC History No change 6,593 267 0.01% 0.01% 539 0 0.0% Q2 2026 Jul 13, 2026
J. Safra Sarasin Holding AG History No change 7,789 267 0.0% 0.0% 541 0 0.0% Q3 2026 Oct 26, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 6,553 265 0.0% 0.0% 542 0 0.0% Q2 2026 Aug 13, 2026
Saranac Partners Ltd History No change 6,540 265 0.08% 0.08% 543 0 0.0% Q2 2026 Aug 13, 2026
INSIGHT 2811, INC. History No change 6,526 264 0.1% 0.1% 544 0 0.0% Q2 2026 Aug 11, 2026
JMN Financial LLC History No change 6,515 263 0.2% 0.2% 545 0 0.0% Q2 2026 Aug 10, 2026
Trexquant Investment LP History No change 6,490 262 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History Added to 6,143 261 0.0% 0.0% 547 +604 10.9% Q3 2026 Oct 21, 2026
Texas Capital Bank Wealth Management Services Inc History No change 6,462 261 0.01% 0.01% 548 0 0.0% Q2 2026 Aug 07, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 6,405 259 0.0% 0.0% 549 0 0.0% Q2 2026 Aug 10, 2026
Fisher Asset Management, LLC History No change 6,385 258 0.0% 0.0% 550 0 0.0% Q2 2026 Aug 04, 2026
Meadow Creek Wealth Advisors LLC History No change 6,060 258 0.15% 0.15% 551 0 0.0% Q3 2026 Nov 02, 2026
NEVILLE RODIE & SHAW INC History No change 6,036 257 0.02% 0.02% 552 0 0.0% Q3 2026 Oct 05, 2026
HFG Advisors, Inc. History No change 6,367 257 0.16% 0.16% 553 0 0.0% Q2 2026 Aug 07, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 6,367 257 0.09% 0.09% 554 0 0.0% Q2 2026 Jul 21, 2026
ARQ WEALTH ADVISORS, LLC History Added to 5,990 255 0.03% 0.03% 555 +27 0.45% Q3 2026 Oct 28, 2026
Belpointe Asset Management LLC History No change 6,264 253 0.01% 0.01% 556 0 0.0% Q2 2026 Jul 31, 2026
Retirement Planning Group, LLC History Reduced 5,889 250 0.01% 0.01% 557 -227 -3.71% Q3 2026 Oct 19, 2026
Aptus Capital Advisors, LLC History No change 6,183 250 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 12, 2026
Basecamp Wealth Advisors LLC History No change 6,195 250 0.05% 0.05% 559 0 0.0% Q2 2026 Aug 14, 2026
Treasure Coast Financial Planning History Added to 5,849 249 0.12% 0.12% 560 +5 0.09% Q3 2026 Nov 03, 2026
Norris Financial Group, LLC History No change 6,165 249 0.1% 0.1% 561 0 0.0% Q2 2026 Aug 05, 2026
Midwest Trust Co History New 5,828 248 0.0% — 562 +5,828 New Q3 2026 Oct 22, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History New 5,806 247 0.01% — 565 +5,806 New Q3 2026 Nov 03, 2026
STEEL GROVE CAPITAL ADVISORS, LLC History No change 5,800 247 0.02% 0.02% 563 0 0.0% Q3 2026 Oct 13, 2026
Five Oceans Advisors History No change 5,817 247 0.09% 0.08% 564 0 0.0% Q3 2026 Oct 22, 2026
FOX RUN MANAGEMENT, L.L.C. History No change 6,073 246 0.04% 0.04% 566 0 0.0% Q2 2026 Aug 04, 2026
Everhart Financial Group, Inc. History No change 5,768 245 0.02% 0.01% 567 0 0.0% Q3 2026 Oct 08, 2026
Allen Mooney & Barnes Investment Advisors LLC History New 5,739 244 0.04% — 569 +5,739 New Q3 2026 Oct 08, 2026
Wayfinding Financial, LLC History No change 6,044 244 0.09% 0.09% 568 0 0.0% Q2 2026 Aug 13, 2026
ANCHOR CAPITAL ADVISORS LLC History No change 6,000 243 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 05, 2026
Estabrook Capital Management History No change 6,000 243 0.03% 0.03% 571 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 5,963 241 0.0% 0.0% 572 0 0.0% Q2 2026 Aug 03, 2026
Fieldview Capital Management, LLC History No change 5,943 241 0.07% 0.07% 573 0 0.0% Q2 2026 Aug 14, 2026
GROUP ONE TRADING LLC History No change 5,949 240 0.0% 0.0% 574 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 5,920 239 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 14, 2026
Tradewinds, LLC. History No change 7,000 238 0.05% 0.05% 576 0 0.0% Q2 2026 Aug 14, 2026
Ballentine Partners, LLC History No change 5,875 237 0.0% 0.0% 577 0 0.0% Q2 2026 Jul 17, 2026
Kovack Advisors, Inc. History No change 5,793 235 0.01% 0.01% 578 0 0.0% Q2 2026 Jul 28, 2026
Rossby Financial, LCC History No change 5,794 234 0.04% 0.04% 579 0 0.0% Q2 2026 Aug 04, 2026
Second Half Financial Partners, LLC History No change 5,763 233 0.1% 0.1% 580 0 0.0% Q2 2026 Jul 16, 2026
WASHINGTON TRUST Co History Added to 5,458 232 0.01% 0.01% 581 +50 0.92% Q3 2026 Oct 22, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 5,735 232 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 5,739 232 0.01% 0.01% 583 0 0.0% Q2 2026 Aug 13, 2026
Legacy Financial Advisors, Inc. History No change 5,715 231 0.03% 0.03% 584 0 0.0% Q2 2026 Aug 05, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 5,686 230 0.01% 0.01% 585 0 0.0% Q2 2026 Aug 11, 2026
MTM Investment Management, LLC History Added to 5,398 229 0.07% 0.03% 586 +3,180 143.37% Q3 2026 Oct 30, 2026
GUERRA PAN ADVISORS, LLC History No change 5,219 229 0.13% 0.12% 587 0 0.0% Q3 2026 Oct 26, 2026
Warren Street Wealth Advisors, LLC History Added to 5,313 226 0.04% 0.05% 588 +101 1.94% Q3 2026 Nov 04, 2026
Confluence Wealth Services, Inc. History No change 5,590 226 0.01% 0.01% 589 0 0.0% Q2 2026 Jul 22, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 5,555 225 0.0% 0.0% 590 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 5,558 225 0.01% 0.01% 591 0 0.0% Q2 2026 Aug 04, 2026
Grove Bank & Trust History Reduced 5,275 224 0.02% 0.04% 592 -5,275 -50.0% Q3 2026 Oct 08, 2026
SIMPLEX TRADING, LLC History Reduced 5,200 221 0.0% 0.0% 594 -67,140 -92.81% Q3 2026 Nov 04, 2026
PRIVATE TRUST CO NA History Added to 5,192 221 0.02% 0.02% 593 +10 0.19% Q3 2026 Oct 20, 2026
Stanley-Laman Group, Ltd. History No change 5,204 221 0.02% 0.02% 595 0 0.0% Q3 2026 Oct 20, 2026
Western Wealth Management, LLC History No change 5,475 221 0.01% 0.01% 596 0 0.0% Q2 2026 Aug 14, 2026
STALEY CAPITAL ADVISERS INC History No change 5,454 220 0.01% 0.01% 597 0 0.0% Q2 2026 Aug 11, 2026
West Family Investments, Inc. History No change 5,422 219 0.06% 0.06% 598 0 0.0% Q2 2026 Aug 10, 2026
Westmount Partners, LLC History No change 5,393 218 0.05% 0.05% 599 0 0.0% Q2 2026 Jul 07, 2026
KEYNOTE FINANCIAL SERVICES LLC History No change 5,376 217 0.1% 0.1% 600 0 0.0% Q2 2026 Aug 03, 2026
GW HENSSLER & ASSOCIATES LTD History No change 5,084 216 0.01% 0.01% 601 0 0.0% Q3 2026 Oct 26, 2026
Simplicity Wealth,LLC History New 5,057 215 0.01% — 602 +5,057 New Q3 2026 Oct 23, 2026
Income Insurance Ltd History No change 5,007 213 0.12% 0.12% 603 0 0.0% Q3 2026 Oct 21, 2026
Advisory Services Network, LLC History No change 5,250 212 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 12, 2026
Pitcairn Wealth Advisors LLC History No change 5,257 212 0.02% 0.02% 605 0 0.0% Q2 2026 Aug 10, 2026
Prospera Financial Services Inc History Reduced 4,713 210 0.0% 0.0% 606 -301 -6.0% Q3 2026 Nov 04, 2026
MGO ONE SEVEN LLC History New 4,886 208 0.0% — 607 +4,886 New Q3 2026 Oct 28, 2026
Connecticut Wealth Management, LLC History New 4,878 207 0.01% — 609 +4,878 New Q3 2026 Oct 13, 2026
Sigma Planning Corp History Reduced 4,863 207 0.01% 0.01% 608 -2,156 -30.72% Q3 2026 Oct 23, 2026
Wagner Wealth Management, LLC History New 4,859 206 0.04% — 610 +4,859 New Q3 2026 Oct 21, 2026
Triad Wealth Partners, LLC History New 4,818 205 0.01% — 612 +4,818 New Q3 2026 Oct 26, 2026
ROWLANDMILLER & PARTNERS.ADV History No change 5,063 205 0.04% 0.04% 611 0 0.0% Q2 2026 Jul 23, 2026
FIRST HORIZON CORP History No change 4,784 203 0.01% 0.01% 613 0 0.0% Q3 2026 Oct 26, 2026
RHUMBLINE ADVISERS History No change 5,030 203 0.0% 0.0% 614 0 0.0% Q2 2026 Aug 11, 2026
SWISS RE LTD History No change 5,012 203 0.02% 0.02% 615 0 0.0% Q2 2026 Aug 11, 2026
Cromwell Holdings LLC History No change 4,768 203 0.09% 0.09% 616 0 0.0% Q3 2026 Oct 28, 2026
Wilmington Savings Fund Society, FSB History Added to 4,724 201 0.0% 0.0% 617 +2,144 83.1% Q3 2026 Oct 23, 2026
Warburton Capital Management, LLC History No change 4,980 201 0.08% 0.08% 618 0 0.0% Q2 2026 Jul 31, 2026
ST GERMAIN D J CO INC History No change 4,939 200 0.01% 0.01% 619 0 0.0% Q2 2026 Jul 21, 2026
TOMPKINS FINANCIAL CORP History No change 4,628 197 0.01% 0.01% 620 0 0.0% Q3 2026 Oct 05, 2026
Measured Wealth Private Client Group, LLC History No change 4,829 195 0.05% 0.05% 621 0 0.0% Q2 2026 Aug 10, 2026
IFG Advisory, LLC History No change 4,819 195 0.01% 0.01% 622 0 0.0% Q2 2026 Aug 13, 2026
GHP Investment Advisors, Inc. History Reduced 4,331 184 0.01% 0.01% 624 -1,520 -25.98% Q3 2026 Oct 15, 2026
HARBOUR INVESTMENTS, INC. History No change 4,559 184 0.0% 0.0% 623 0 0.0% Q2 2026 Aug 12, 2026
HM PAYSON & CO History No change 4,308 174 0.0% 0.0% 625 0 0.0% Q2 2026 Jul 17, 2026
Geneos Wealth Management Inc. History No change 3,992 161 0.0% 0.0% 626 0 0.0% Q2 2026 Aug 06, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 3,551 151 0.01% 0.01% 627 +802 29.17% Q3 2026 Nov 04, 2026
Private Wealth Asset Management, LLC History No change 3,625 146 0.01% 0.01% 628 0 0.0% Q2 2026 Aug 11, 2026
Sachetta, LLC History No change 3,469 140 0.07% 0.07% 629 0 0.0% Q2 2026 Jul 15, 2026
Avion Wealth History No change 3,059 130 0.02% 0.02% 630 0 0.0% Q3 2026 Nov 03, 2026
Colonial Trust Advisors History No change 3,081 124 0.01% 0.01% 631 0 0.0% Q2 2026 Aug 11, 2026
SouthState Bank Corp History No change 3,045 123 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 06, 2026
IFP Advisors, Inc History Added to 2,832 120 0.0% 0.0% 634 +182 6.87% Q3 2026 Oct 16, 2026
CULLEN/FROST BANKERS, INC. History No change 2,822 120 0.0% 0.0% 633 0 0.0% Q3 2026 Oct 28, 2026
Financial Perspectives, Inc History No change 2,728 116 0.03% 0.03% 635 0 0.0% Q3 2026 Nov 03, 2026
Capital Analysts, LLC History No change 2,846 115 0.0% 0.0% 636 0 0.0% Q2 2026 Aug 05, 2026
SHP Wealth Management History No change 2,849 115 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 11, 2026
Hughes Financial Services, LLC History No change 2,477 112 0.01% 0.01% 638 0 0.0% Q3 2026 Oct 30, 2026
SBI Securities Co., Ltd. History Added to 2,580 109 0.0% 0.0% 639 +781 43.41% Q3 2026 Oct 21, 2026
ENTRUST FINANCIAL LLC History No change 2,543 108 0.05% 0.07% 640 0 0.0% Q3 2026 Nov 03, 2026
Triumph Capital Management History Added to 2,471 105 0.02% 0.01% 641 +718 40.96% Q3 2026 Oct 14, 2026
Legacy Bridge, LLC History No change 2,460 104 0.03% 0.03% 642 0 0.0% Q3 2026 Oct 28, 2026
UMB Bank, n.a. History No change 2,502 101 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 2,500 101 0.0% 0.0% 644 0 0.0% Q2 2026 Aug 10, 2026
Aspect Partners, LLC History New 2,338 99 0.04% — 646 +2,338 New Q3 2026 Oct 20, 2026
Salomon & Ludwin, LLC History Reduced 2,326 99 0.01% 0.01% 645 -11 -0.47% Q3 2026 Oct 29, 2026
RMG Wealth Management LLC History No change 2,101 95 0.01% 0.01% 647 0 0.0% Q3 2026 Oct 26, 2026
TRUST CO OF VERMONT History No change 2,208 94 0.0% 0.0% 648 0 0.0% Q3 2026 Oct 21, 2026
Vanguard National Trust Co History No change 2,315 93 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 13, 2026
Cape Investment Advisory, Inc. History Reduced 2,161 92 0.02% 0.02% 651 -4 -0.18% Q3 2026 Oct 13, 2026
DANSKE BANK A/S History No change 2,298 92 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 10, 2026
GK Wealth Management LLC History New 2,154 91 0.05% — 652 +2,154 New Q3 2026 Oct 09, 2026
Spire Wealth Management History Added to 2,111 89 0.0% 0.0% 653 +1,700 413.63% Q3 2026 Oct 30, 2026
Indiana Trust & Investment Management Co History No change 2,078 88 0.02% 0.02% 654 0 0.0% Q3 2026 Oct 22, 2026
BFSG, LLC History Reduced 2,044 87 0.01% 0.01% 656 -18 -0.87% Q3 2026 Oct 30, 2026
TOBAM History No change 1,429 87 0.04% 0.02% 655 0 0.0% Q3 2026 Nov 03, 2026
Murphy & Mullick Capital Management Corp History No change 2,014 85 0.05% 0.05% 657 0 0.0% Q3 2026 Oct 30, 2026
Colonial Trust Co / SC History No change 2,053 83 0.01% 0.01% 658 0 0.0% Q2 2026 Aug 11, 2026
Dorato Capital Management History No change 2,000 83 0.06% 0.06% 659 0 0.0% Q3 2026 Oct 08, 2026
LRI Investments, LLC History No change 2,025 82 0.01% 0.01% 660 0 0.0% Q2 2026 Jul 14, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 1,865 79 0.0% 0.0% 661 -165 -8.13% Q3 2026 Oct 05, 2026
Intesa Sanpaolo Wealth Management History New 1,829 78 0.01% — 665 +1,829 New Q3 2026 Oct 28, 2026
V-Square Quantitative Management LLC History Reduced 1,292 78 0.01% 0.01% 663 -13 -1.0% Q3 2026 Oct 15, 2026
CENTRAL TRUST Co History No change 1,928 78 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 31, 2026
Nemes Rush Group LLC History No change 1,839 78 0.01% 0.01% 664 0 0.0% Q3 2026 Nov 04, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 1,894 76 0.03% 0.03% 666 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 1,887 76 0.01% 0.01% 667 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 1,650 70 0.03% 0.02% 668 0 0.0% Q3 2026 Oct 19, 2026
PFS Partners, LLC History No change 1,648 70 0.03% 0.03% 669 0 0.0% Q3 2026 Oct 21, 2026
WealthCollab, LLC History No change 1,740 70 0.03% 0.03% 670 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History Added to 1,627 69 0.0% 0.0% 671 +259 18.93% Q3 2026 Oct 14, 2026
LOM Asset Management Ltd History No change 1,190 68 0.02% 0.02% 672 0 0.0% Q2 2026 Aug 04, 2026
TIAA Wealth Investment Management LLC History No change 1,666 67 0.0% 0.0% 673 0 0.0% Q2 2026 Aug 10, 2026
EFG International AG History No change 1,650 66 0.0% 0.0% 674 0 0.0% Q2 2026 Aug 14, 2026
BARRETT & COMPANY, INC. History No change 1,535 65 0.02% 0.02% 675 0 0.0% Q3 2026 Oct 22, 2026
Pinnacle Bancorp, Inc. History No change 1,479 62 0.02% 0.02% 676 0 0.0% Q3 2026 Oct 21, 2026
Graney & King, LLC History No change 1,511 61 0.02% 0.02% 677 0 0.0% Q2 2026 Aug 07, 2026
BIRCH FINANCIAL GROUP, LLC History New 1,427 60 0.03% — 679 +1,427 New Q3 2026 Oct 27, 2026
NFSG Corp History No change 1,410 60 0.01% 0.01% 678 0 0.0% Q3 2026 Oct 15, 2026
OSLO PENSJONSFORSIKRING AS History New 1,400 59 0.01% — 680 +1,400 New Q3 2026 Oct 15, 2026
Bare Financial Services, Inc History Added to 1,372 58 0.01% 0.01% 681 +174 14.52% Q3 2026 Nov 04, 2026
Central Pacific Bank - Trust Division History No change 1,368 58 0.01% 0.01% 682 0 0.0% Q3 2026 Oct 05, 2026
Millstone Evans Group, LLC History No change 1,420 57 0.03% 0.03% 683 0 0.0% Q2 2026 Aug 11, 2026
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA History No change 1,413 57 0.02% 0.02% 684 0 0.0% Q2 2026 Aug 07, 2026
JFS WEALTH ADVISORS, LLC History No change 1,331 56 0.0% 0.0% 685 0 0.0% Q3 2026 Nov 03, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 1,400 56 0.01% 0.01% 686 0 0.0% Q2 2026 Jul 17, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 1,364 55 0.02% 0.02% 687 0 0.0% Q2 2026 Sep 18, 2026
William B. Walkup & Associates, Inc. History No change 1,368 55 0.03% 0.03% 688 0 0.0% Q2 2026 Jul 30, 2026
Manchester Capital Management LLC History No change 1,270 54 0.01% 0.01% 689 0 0.0% Q3 2026 Oct 22, 2026
LANARK FINANCIAL, INC. History Reduced 1,253 53 0.0% 0.0% 690 -200 -13.76% Q3 2026 Oct 26, 2026
Ancora Advisors LLC History No change 1,292 52 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 14, 2026
Mondrian Investment Partners LTD History Added to 835 50 0.0% 0.0% 693 +4 0.48% Q3 2026 Oct 23, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,242 50 0.0% 0.0% 692 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 1,235 50 0.0% 0.0% 694 0 0.0% Q2 2026 Aug 06, 2026
Accordant Advisory Group Inc History No change 1,182 50 0.03% 0.03% 695 0 0.0% Q3 2026 Oct 29, 2026
Parkside Financial Bank & Trust History Added to 1,084 46 0.0% 0.0% 696 +20 1.88% Q3 2026 Oct 27, 2026
Bruce G. Allen Investments, LLC History No change 1,156 46 0.03% 0.03% 697 0 0.0% Q2 2026 Jul 31, 2026
Oakworth Capital, Inc. History No change 1,062 45 0.0% 0.0% 698 0 0.0% Q3 2026 Oct 26, 2026
MV CAPITAL MANAGEMENT, INC. History No change 1,064 45 0.0% 0.0% 699 0 0.0% Q3 2026 Oct 29, 2026
Silver Grove Financial Group, Inc. History No change 1,127 45 0.02% 0.02% 700 0 0.0% Q2 2026 Aug 13, 2026
Fortitude Family Office, LLC History No change 1,035 44 0.01% 0.01% 701 0 0.0% Q3 2026 Oct 14, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 1,070 43 0.02% 0.02% 702 0 0.0% Q2 2026 Sep 18, 2026
Institute for Wealth Management, LLC. History No change 1,070 43 0.0% 0.0% 703 0 0.0% Q2 2026 Jul 28, 2026
Trust Co History No change 997 42 0.0% 0.0% 704 0 0.0% Q3 2026 Oct 09, 2026
Valued Wealth Advisors LLC History No change 1,040 42 0.02% 0.02% 705 0 0.0% Q2 2026 Jul 20, 2026
Main Street Group, LTD History No change 980 41 0.01% 0.01% 706 0 0.0% Q3 2026 Oct 28, 2026
Crews Bank & Trust History No change 998 40 0.01% 0.01% 707 0 0.0% Q2 2026 Jul 16, 2026
HHM Wealth Advisors, LLC History No change 984 39 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 13, 2026
GoalVest Advisory LLC History No change 902 38 0.01% 0.01% 709 0 0.0% Q3 2026 Oct 02, 2026
Private Wealth Management Group, LLC History No change 896 38 0.01% 0.01% 710 0 0.0% Q3 2026 Oct 19, 2026
West Financial Advisors, LLC History No change 875 37 0.01% 0.01% 711 0 0.0% Q3 2026 Oct 22, 2026
Farmers & Merchants Trust Co of Chambersburg PA History No change 854 36 0.01% 0.01% 712 0 0.0% Q3 2026 Oct 14, 2026
CX Institutional History No change 851 36 0.0% 0.0% 713 0 0.0% Q3 2026 Oct 02, 2026
CGC Financial Services, LLC History No change 850 36 0.01% 0.01% 714 0 0.0% Q3 2026 Oct 13, 2026
AMERIFLEX GROUP, INC. History No change 900 36 0.01% 0.01% 715 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 853 36 0.0% 0.0% 716 0 0.0% Q3 2026 Oct 30, 2026
Glen Eagle Advisors, LLC History No change 864 35 0.0% 0.0% 717 0 0.0% Q2 2026 Aug 14, 2026
Root Financial Partners, LLC History New 818 34 0.0% — 721 +818 New Q3 2026 Oct 21, 2026
Pacific Center for Financial Services History No change 817 34 0.01% 0.01% 718 0 0.0% Q3 2026 Oct 15, 2026
Key FInancial Inc History No change 812 34 0.01% 0.01% 719 0 0.0% Q3 2026 Nov 02, 2026
James T. Borello RIA History No change 821 34 0.01% 0.01% 720 0 0.0% Q3 2026 Oct 16, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 806 33 0.02% 0.02% 722 0 0.0% Q2 2026 Aug 18, 2026
Heritage Wealth Advisors History No change 838 33 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 14, 2026
SFAM, LLC History No change 775 33 0.03% 0.03% 724 0 0.0% Q3 2026 Nov 03, 2026
Bank of New Hampshire History No change 786 33 0.01% 0.01% 725 0 0.0% Q3 2026 Oct 06, 2026
DUNCKER STREETT & CO INC History No change 762 32 0.01% 0.01% 726 0 0.0% Q3 2026 Oct 27, 2026
First Pacific Financial History No change 737 31 0.0% 0.0% 727 0 0.0% Q3 2026 Oct 14, 2026
Core Alternative Capital History No change 748 30 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 14, 2026
Groupe la Francaise History No change 750 30 0.0% 0.0% 729 0 0.0% Q2 2026 Aug 25, 2026
Golden State Wealth Management, LLC History Reduced 663 28 0.0% 0.01% 730 -821 -55.32% Q3 2026 Nov 02, 2026
Physician Wealth Advisors, Inc. History Reduced 672 28 0.0% 0.01% 731 -800 -54.35% Q3 2026 Oct 20, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 709 28 0.02% 0.02% 732 0 0.0% Q2 2026 Aug 14, 2026
Provenance Wealth Advisors, LLC History New 636 27 0.0% — 736 +636 New Q3 2026 Oct 30, 2026
First Bancorp, Inc /ME/ History No change 648 27 0.01% 0.01% 733 0 0.0% Q3 2026 Oct 26, 2026
FLAGSHIP WEALTH ADVISORS, LLC History No change 643 27 0.01% 0.01% 734 0 0.0% Q3 2026 Nov 03, 2026
Basepoint Wealth LLC History No change 684 27 0.02% 0.02% 735 0 0.0% Q2 2026 Aug 10, 2026
POM Investment Strategies, LLC History No change 632 26 0.02% 0.03% 737 0 0.0% Q3 2026 Oct 20, 2026
Livelsberger Financial Advisory History New 602 25 0.13% — 739 +602 New Q3 2026 Oct 27, 2026
Banque Transatlantique SA History No change 635 25 0.0% 0.0% 738 0 0.0% Q2 2026 Jul 30, 2026
GAMMA Investing LLC History Added to 565 24 0.0% 0.0% 743 +437 341.41% Q3 2026 Oct 08, 2026
Rosenberg Matthew Hamilton History No change 564 24 0.0% 0.0% 740 0 0.0% Q3 2026 Oct 05, 2026
Fortis Group Advisors, LLC History No change 605 24 0.0% 0.0% 741 0 0.0% Q2 2026 Jul 24, 2026
Addison Advisors LLC History No change 605 24 0.01% 0.01% 742 0 0.0% Q2 2026 Aug 10, 2026
Strengthening Families & Communities, LLC History Added to 541 23 0.01% 0.0% 746 +4 0.74% Q3 2026 Oct 21, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 550 23 0.0% 0.0% 744 0 0.0% Q3 2026 Oct 13, 2026
Piscataqua Savings Bank History No change 545 23 0.02% 0.01% 745 0 0.0% Q3 2026 Oct 21, 2026
Smallwood Wealth Investment Management, LLC History No change 555 23 0.01% 0.01% 747 0 0.0% Q3 2026 Oct 30, 2026
TOTH FINANCIAL ADVISORY CORP History No change 534 22 0.0% 0.0% 748 0 0.0% Q3 2026 Oct 08, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 523 22 0.0% 0.0% 749 0 0.0% Q3 2026 Oct 13, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 500 21 0.0% 0.0% 750 0 0.0% Q3 2026 Oct 16, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 512 20 0.0% 0.0% 751 0 0.0% Q2 2026 Oct 30, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 469 19 0.0% 0.0% 753 +43 10.09% Q3 2026 Oct 20, 2026
Atlantic Union Bankshares Corp History No change 472 19 0.0% 0.0% 752 0 0.0% Q2 2026 Aug 11, 2026
Key Capital Management, INC History New 428 18 0.01% — 755 +428 New Q3 2026 Nov 03, 2026
True Wealth Design, LLC History Added to 429 18 0.0% 0.0% 754 +139 47.93% Q3 2026 Oct 13, 2026
Latitude Advisors, LLC History New 413 17 0.01% — 758 +413 New Q3 2026 Oct 27, 2026
JPL Wealth Management, LLC History No change 435 17 0.0% 0.0% 756 0 0.0% Q2 2026 Aug 13, 2026
Vision Retirement, LLC History No change 438 17 0.0% 0.0% 757 0 0.0% Q2 2026 Jul 21, 2026
EASTERN BANK History No change 378 16 0.0% 0.0% 759 0 0.0% Q3 2026 Oct 05, 2026
Financial Management Professionals, Inc. History No change 379 16 0.0% 0.0% 760 0 0.0% Q3 2026 Oct 23, 2026
UNION SAVINGS BANK History No change 390 16 0.01% 0.01% 761 0 0.0% Q3 2026 Oct 14, 2026
Asset Dedication, LLC History Reduced 372 15 0.0% 0.0% 762 -158 -29.81% Q3 2026 Nov 02, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 360 15 0.0% 0.0% 764 +66 22.45% Q3 2026 Oct 19, 2026
Gen-Wealth Partners Inc History No change 372 15 0.0% 0.0% 763 0 0.0% Q3 2026 Nov 04, 2026
Kilter Group LLC History No change 381 15 0.01% 0.01% 765 0 0.0% Q2 2026 Aug 11, 2026
Allied Private Wealth LLC History No change 386 15 0.01% 0.01% 766 0 0.0% Q2 2026 Jul 09, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 386 15 0.01% 0.01% 767 0 0.0% Q2 2026 Jul 09, 2026
COUNTRY TRUST BANK History Added to 345 14 0.0% 0.0% 769 +56 19.38% Q3 2026 Oct 30, 2026
VALLEY NATIONAL ADVISERS INC History No change 348 14 0.0% 0.0% 768 0 0.0% Q3 2026 Oct 23, 2026
Community Financial Services Group, LLC History No change 341 14 0.0% 0.0% 770 0 0.0% Q3 2026 Oct 15, 2026
Optiver Holding B.V. History No change 364 14 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 12, 2026
Washington Trust Advisors, Inc. History No change 330 14 0.0% 0.0% 772 0 0.0% Q3 2026 Oct 22, 2026
Strategic Investment Solutions, Inc. /IL History No change 350 14 0.0% 0.0% 773 0 0.0% Q2 2026 Jul 08, 2026
FINANCIAL CONSULATE, INC History Added to 326 13 0.0% 0.0% 774 +83 34.16% Q3 2026 Oct 23, 2026
Darwin Wealth Management, LLC History No change 326 13 0.0% 0.0% 775 0 0.0% Q2 2026 Jul 21, 2026
Steigerwald, Gordon & Koch Inc. History No change 331 13 0.0% 0.0% 776 0 0.0% Q2 2026 Jul 22, 2026
SOA Wealth Advisors, LLC. History No change 336 13 0.0% 0.0% 777 0 0.0% Q2 2026 Jul 21, 2026
GILPIN WEALTH MANAGEMENT, LLC History Added to 294 12 0.01% 0.0% 780 +179 155.65% Q3 2026 Oct 09, 2026
Bell Investment Advisors, Inc History Reduced 285 12 0.0% 0.0% 779 -145 -33.72% Q3 2026 Oct 28, 2026
Smithfield Trust Co History No change 298 12 0.0% 0.0% 778 0 0.0% Q2 2026 Aug 05, 2026
Harbor Asset Planning, Inc. History No change 295 12 0.01% 0.01% 781 0 0.0% Q3 2026 Oct 23, 2026
Napier Financial, LLC History No change 311 12 0.0% 0.0% 782 0 0.0% Q2 2026 Jul 31, 2026
United Financial Planning Group LLC History No change 299 12 0.01% 0.01% 783 0 0.0% Q3 2026 Nov 04, 2026
Ascentis Wealth Management, LLC History New 268 11 0.0% — 789 +268 New Q3 2026 Nov 03, 2026
WOLFF WIESE MAGANA LLC History No change 260 11 0.01% 0.0% 784 0 0.0% Q3 2026 Oct 15, 2026
Leo H. Evart, Inc. History No change 279 11 0.01% 0.01% 785 0 0.0% Q2 2026 Aug 17, 2026
Glass Jacobson Investment Advisors llc History No change 268 11 0.0% 0.0% 786 0 0.0% Q3 2026 Oct 26, 2026
Centennial Bank/AR/ History No change 285 11 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 10, 2026
BFC Planning, Inc. History No change 276 11 0.0% 0.0% 788 0 0.0% Q2 2026 Oct 29, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Reduced 241 10 0.0% 0.0% 790 -505 -67.69% Q3 2026 Oct 29, 2026
TFC Financial Management, Inc. History No change 240 10 0.0% 0.0% 791 0 0.0% Q3 2026 Oct 26, 2026
Cornerstone Financial Management LLC History No change 262 10 0.01% 0.01% 792 0 0.0% Q2 2026 Aug 28, 2026
FIRST UNITED BANK & TRUST History No change 218 9 0.0% 0.0% 793 0 0.0% Q3 2026 Oct 22, 2026
Princeton Global Asset Management LLC History No change 212 9 0.0% 0.0% 794 0 0.0% Q3 2026 Oct 21, 2026
Fourth Dimension Wealth, LLC History No change 227 9 0.0% 0.0% 795 0 0.0% Q2 2026 Jul 31, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 209 8 0.0% 0.0% 796 0 0.0% Q2 2026 Jul 31, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 209 8 0.0% 0.0% 797 0 0.0% Q2 2026 Jul 27, 2026
ELEVATION WEALTH PARTNERS, LLC History No change 201 8 0.0% 0.0% 798 0 0.0% Q3 2026 Oct 07, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 214 8 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 13, 2026
HAZLETT, BURT & WATSON, INC. History No change 160 7 0.0% 0.0% 800 0 0.0% Q3 2026 Nov 04, 2026
Nalls Sherbakoff Group, LLC History No change 180 7 0.0% 0.0% 801 0 0.0% Q2 2026 Aug 17, 2026
Bear Mountain Capital, Inc. History New 150 6 0.0% — 806 +150 New Q3 2026 Nov 03, 2026
USA FINANCIAL FORMULAS History New 146 6 0.0% — 805 +146 New Q3 2026 Oct 16, 2026
CVA Family Office, LLC History No change 169 6 0.0% 0.0% 802 0 0.0% Q2 2026 Aug 07, 2026
CoreFirst Bank & Trust History No change 160 6 0.0% 0.0% 803 0 0.0% Q2 2026 Aug 05, 2026
Acumen Wealth Advisors, LLC History No change 149 6 0.0% 0.0% 804 0 0.0% Q2 2026 Aug 03, 2026
North Star Investment Management Corp. History No change 121 5 0.0% 0.0% 807 0 0.0% Q3 2026 Oct 27, 2026
CKW FINANCIAL GROUP History No change 118 5 0.0% 0.0% 808 0 0.0% Q3 2026 Oct 29, 2026
Corsicana & Co. History No change 126 5 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 24, 2026
SJS Investment Consulting Inc. History No change 137 5 0.0% 0.0% 810 0 0.0% Q3 2026 Oct 26, 2026
PINNEY & SCOFIELD, INC. History No change 126 5 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 07, 2026
ADIRONDACK TRUST CO History No change 111 4 0.0% 0.0% 812 0 0.0% Q3 2026 Oct 14, 2026
BOK Financial Private Wealth, Inc. History No change 102 4 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 07, 2026
Penserra Capital Management LLC History No change 105 4 0.0% 0.0% 814 0 0.0% Q2 2026 Aug 13, 2026
Prestige Wealth Management Group LLC History No change 100 4 0.0% 0.0% 815 0 0.0% Q2 2026 Aug 14, 2026
Caitong International Asset Management Co., Ltd History Reduced 79 3 0.0% 0.02% 819 -4,419 -98.24% Q3 2026 Oct 29, 2026
GW&K Investment Management, LLC History No change 69 3 0.0% 0.0% 816 0 0.0% Q2 2026 Aug 12, 2026
Leonteq Securities AG History No change 78 3 0.0% 0.0% 817 0 0.0% Q3 2026 Oct 29, 2026
Coston, McIsaac & Partners History No change 79 3 0.0% 0.0% 818 0 0.0% Q2 2026 Aug 12, 2026
FIRST FINANCIAL CORP /IN/ History New 69 2 0.0% — 825 +69 New Q3 2026 Oct 13, 2026
Signature Equity Partners, LLC History Added to 64 2 0.0% 0.0% 823 +1 1.59% Q3 2026 Oct 29, 2026
Winch Advisory Services, LLC History No change 50 2 0.0% 0.0% 820 0 0.0% Q2 2026 Aug 06, 2026
Buck Wealth Strategies, LLC History No change 59 2 0.0% 0.0% 821 0 0.0% Q3 2026 Oct 28, 2026
Aventura Private Wealth, LLC History No change 60 2 0.0% 0.0% 822 0 0.0% Q2 2026 Jul 15, 2026
Essential Partners LLC History No change 70 2 0.0% 0.0% 824 0 0.0% Q3 2026 Oct 14, 2026
Breakwater Investment Management History New 38 1 0.0% — 832 +38 New Q3 2026 Oct 20, 2026
Transamerica Financial Advisors, LLC History No change 49 1 0.0% 0.0% 826 0 0.0% Q2 2026 Aug 14, 2026
Bogart Wealth, LLC History No change 38 1 0.0% 0.0% 827 0 0.0% Q2 2026 Jul 24, 2026
N.E.W. Advisory Services LLC History No change 31 1 0.0% 0.0% 828 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 40 1 0.0% 0.0% 829 0 0.0% Q2 2026 Aug 07, 2026
Quarry LP History No change 32 1 0.0% 0.0% 830 0 0.0% Q2 2026 Aug 14, 2026
Godfrey Financial Associates, Inc. History No change 38 1 0.0% 0.0% 831 0 0.0% Q2 2026 Aug 11, 2026
JCIC Asset Management Inc. History Closed out 0 0 — 2.26% — -215,019 -100.0% Q3 2026 Oct 30, 2026
Elevated Financial Group LLC History Closed out 0 0 — 0.2% — -18,198 -100.0% Q3 2026 Oct 16, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History Closed out 0 0 — 0.01% — -7,134 -100.0% Q3 2026 Nov 04, 2026
Convergence Financial, LLC History Closed out 0 0 — 0.02% — -6,348 -100.0% Q3 2026 Oct 27, 2026
Sowell Financial Services LLC History Closed out 0 0 — 0.01% — -6,289 -100.0% Q3 2026 Oct 23, 2026
FIRST CITIZENS BANK & TRUST CO History Closed out 0 0 — 0.0% — -5,424 -100.0% Q3 2026 Oct 13, 2026
VESTOR CAPITAL, LLC History Closed out 0 0 — 0.01% — -4,100 -100.0% Q3 2026 Nov 04, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.01% — -3,432 -100.0% Q3 2026 Oct 15, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -2,709 -100.0% Q3 2026 Oct 13, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -2,000 -100.0% Q3 2026 Oct 28, 2026
Kozak & Associates, Inc. History Closed out 0 0 — 0.01% — -2,000 -100.0% Q3 2026 Oct 29, 2026
Bayforest Capital Ltd History Closed out 0 0 — 0.02% — -546 -100.0% Q3 2026 Nov 03, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -543 -100.0% Q3 2026 Oct 16, 2026
Bangor Savings Bank History Closed out 0 0 — 0.0% — -458 -100.0% Q3 2026 Oct 06, 2026
Markowski Investments History Closed out 0 0 — 0.0% — -232 -100.0% Q3 2026 Oct 30, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -108 -100.0% Q3 2026 Oct 21, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -55 -100.0% Q3 2026 Oct 23, 2026
Meriwether Wealth & Planning, LLC History New 23 0 — — — +23 New Q3 2026 Oct 13, 2026
Financial Gravity Companies, Inc. History No change 1 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Essential Investment Partners LLC History No change 10 0 — — — 0 0.0% Q3 2026 Oct 27, 2026