MITSUBISHI UFJ FINANCIAL GROUP INC - MUFG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 97,910,346 | 1,947,436 | 0.58% | 0.58% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aristotle Capital Management, LLC | History | No change | 48,170,066 | 958,102 | 2.01% | 2.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 14,874,982 | 295,863 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 13,073,423 | 260,030 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 12,472,209 | 248,072 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,066,330 | 220,109 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 9,187,104 | 182,731 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 6,886,940 | 136,981 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,445,617 | 128,203 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 6,274,113 | 124,792 | 0.32% | 0.32% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearbridge Investments, LLC | History | No change | 5,723,173 | 113,833 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIL Ltd | History | No change | 5,667,287 | 112,722 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,822,539 | 95,917 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 3,409,544 | 78,658 | 1.43% | 1.42% | 14 | -618,849 | -15.36% | Q3 2026 | Oct 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 3,616,600 | 71,934 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,555,589 | 70,719 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviso Financial Inc. | History | No change | 3,407,528 | 67,775 | 2.36% | 2.36% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,204,048 | 64,016 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 2,995,668 | 59,583 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 2,964,566 | 58,965 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,506,310 | 49,850 | 0.34% | 0.34% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 2,260,167 | 44,954 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,256,290 | 44,877 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,140,236 | 42,569 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Wealth Planning, LLC | History | No change | 2,059,506 | 40,963 | 0.2% | 0.2% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 1,716,935 | 39,609 | 0.02% | 0.02% | 26 | +168,057 | 10.85% | Q3 2026 | Nov 02, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,707,360 | 39,388 | 0.01% | 0.01% | 27 | -140,121 | -7.58% | Q3 2026 | Nov 04, 2026 |
| UBS Group AG | History | No change | 1,874,094 | 37,275 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,440,759 | 33,238 | 0.01% | 0.0% | 29 | +38,650 | 2.76% | Q3 2026 | Nov 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,625,882 | 32,776 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,413,433 | 28,099 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,276,427 | 25,432 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,097,840 | 24,827 | 0.06% | 0.05% | 33 | +169,723 | 18.29% | Q3 2026 | Oct 16, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 1,229,407 | 24,456 | 0.23% | 0.23% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,221,405 | 24,293 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,217,315 | 24,212 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,198,052 | 23,829 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 1,032,140 | 20,529 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 986,652 | 19,532 | 0.3% | 0.3% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 946,370 | 18,823 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 931,287 | 18,523 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 786,632 | 18,171 | 0.24% | 0.22% | 42 | -68,855 | -8.05% | Q3 2026 | Oct 21, 2026 |
| LPL Financial LLC | History | No change | 907,092 | 18,042 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCS Capital Management LLC | History | No change | 819,852 | 16,306 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 817,288 | 16,255 | 0.13% | 0.13% | 45 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Invesco Ltd. | History | No change | 810,053 | 16,111 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 790,629 | 15,725 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 748,920 | 14,896 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Permanens Capital L.P. | History | No change | 574,236 | 11,500 | 1.18% | 1.18% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 497,504 | 11,477 | 0.67% | 0.57% | 50 | +10,023 | 2.06% | Q3 2026 | Oct 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 570,727 | 11,356 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 535,840 | 10,657 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 451,061 | 10,405 | 0.01% | 0.01% | 53 | +24,414 | 5.72% | Q3 2026 | Nov 05, 2026 |
| BARCLAYS PLC | History | No change | 522,637 | 10,395 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 518,540 | 10,313 | 0.08% | 0.08% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | No change | 514,757 | 10,238 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 441,400 | 10,183 | 0.08% | 0.08% | 57 | +65,559 | 17.44% | Q3 2026 | Oct 28, 2026 |
| Vident Advisory, LLC | History | No change | 484,835 | 9,643 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | Reduced | 416,329 | 9,604 | 0.0% | 0.0% | 59 | -5,976 | -1.42% | Q3 2026 | Nov 04, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 473,402 | 9,415 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 468,901 | 9,326 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Guardian Partners Inc. | History | Reduced | 400,574 | 9,241 | 0.82% | 0.73% | 62 | -6,110 | -1.5% | Q3 2026 | Oct 21, 2026 |
| Moran Wealth Management, LLC | History | Added to | 391,798 | 9,038 | 0.25% | 0.21% | 63 | +8,074 | 2.1% | Q3 2026 | Oct 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 389,917 | 8,995 | 0.01% | 0.01% | 64 | -25,266 | -6.09% | Q3 2026 | Oct 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 395,988 | 8,870 | 0.24% | 0.21% | 65 | +3,033 | 0.77% | Q3 2026 | Oct 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 444,108 | 8,833 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 418,348 | 8,320 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 415,270 | 8,259 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 354,514 | 8,178 | 0.27% | 0.23% | 69 | +1,675 | 0.47% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 401,405 | 7,983 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Reduced | 342,494 | 7,901 | 1.7% | 1.4% | 71 | -4,007 | -1.16% | Q3 2026 | Oct 13, 2026 |
| Henry James International Management Inc. | History | Added to | 337,370 | 7,783 | 2.36% | 1.77% | 72 | +40,658 | 13.7% | Q3 2026 | Oct 14, 2026 |
| Mariner, LLC | History | No change | 390,640 | 7,769 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 328,499 | 7,578 | 0.67% | 0.56% | 74 | +8,625 | 2.7% | Q3 2026 | Nov 02, 2026 |
| ALLIANZ SE | History | No change | 378,000 | 7,518 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | No change | 373,090 | 7,420 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 370,437 | 7,368 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 316,045 | 7,291 | 0.09% | 0.08% | 78 | +8,548 | 2.78% | Q3 2026 | Oct 23, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 315,464 | 7,277 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 364,862 | 7,257 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 307,353 | 7,090 | 0.1% | 0.09% | 81 | +13,282 | 4.52% | Q3 2026 | Nov 05, 2026 |
| HRT FINANCIAL LP | History | No change | 354,111 | 7,043 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 349,345 | 7,003 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 337,163 | 6,706 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAMCO INC /NY/ | History | No change | 336,533 | 6,693 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Reduced | 288,000 | 6,644 | 0.09% | 0.08% | 86 | -13,721 | -4.55% | Q3 2026 | Oct 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 315,420 | 6,273 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Callan Family Office, LLC | History | No change | 314,107 | 6,247 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 314,015 | 6,246 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 311,854 | 6,202 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABC ARBITRAGE SA | History | New | 265,804 | 6,132 | 0.6% | — | 91 | +265,804 | New | Q3 2026 | Oct 23, 2026 |
| M&T BANK CORP | History | No change | 302,379 | 6,014 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Naviter Wealth, LLC | History | No change | 297,300 | 6,002 | 0.54% | 0.54% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 290,891 | 5,785 | 1.04% | 1.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BESSEMER GROUP INC | History | No change | 285,918 | 5,687 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 282,623 | 5,621 | 0.04% | 0.04% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 262,577 | 5,585 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compound Planning, Inc. | History | Added to | 234,601 | 5,412 | 0.14% | 0.11% | 98 | +28,750 | 13.97% | Q3 2026 | Nov 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 228,106 | 5,262 | 0.09% | 0.08% | 99 | -438 | -0.19% | Q3 2026 | Oct 23, 2026 |
| Atria Investments, Inc | History | Reduced | 219,426 | 5,062 | 0.05% | 0.05% | 100 | -16,712 | -7.08% | Q3 2026 | Oct 15, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 224,528 | 4,908 | 0.07% | 0.09% | 101 | +2,443 | 1.1% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 224,528 | 4,908 | 0.07% | 0.09% | 102 | +2,443 | 1.1% | Q3 2026 | Oct 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 204,132 | 4,709 | 0.03% | 0.03% | 103 | -2,363 | -1.14% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 231,322 | 4,605 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 228,609 | 4,547 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JCIC Asset Management Inc. | History | Added to | 187,819 | 4,332 | 1.77% | 0.97% | 106 | +1,350 | 0.72% | Q3 2026 | Oct 30, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Added to | 180,484 | 4,163 | 0.65% | 0.53% | 107 | +4,296 | 2.44% | Q3 2026 | Oct 29, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 180,047 | 4,153 | 0.0% | 0.0% | 108 | +16,498 | 10.09% | Q3 2026 | Oct 29, 2026 |
| Altman Advisors, Inc. | History | Reduced | 175,636 | 4,051 | 1.43% | 1.26% | 109 | -535 | -0.3% | Q3 2026 | Nov 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 203,085 | 4,039 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 203,057 | 4,038 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TORONTO DOMINION BANK | History | No change | 199,997 | 3,977 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 196,889 | 3,975 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 156,365 | 3,607 | 0.04% | 0.04% | 114 | +5,278 | 3.49% | Q3 2026 | Nov 03, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 156,150 | 3,602 | 0.18% | 0.15% | 115 | +6,049 | 4.03% | Q3 2026 | Oct 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 155,871 | 3,595 | 0.01% | 0.01% | 116 | +3,266 | 2.14% | Q3 2026 | Nov 04, 2026 |
| Caprock Group, LLC | History | No change | 174,565 | 3,525 | 0.07% | 0.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 172,564 | 3,432 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 150,913 | 3,415 | 0.01% | 0.0% | 119 | +13,474 | 9.8% | Q3 2026 | Nov 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 143,687 | 3,314 | 0.16% | 0.11% | 120 | +29,525 | 25.86% | Q3 2026 | Nov 05, 2026 |
| &PARTNERS | History | No change | 165,186 | 3,290 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 161,200 | 3,206 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Madison Asset Management, LLC | History | No change | 158,993 | 3,162 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 136,016 | 3,137 | 0.69% | 0.6% | 124 | -2,002 | -1.45% | Q3 2026 | Oct 08, 2026 |
| Dorsey Wright & Associates | History | No change | 157,134 | 3,125 | 0.53% | 0.53% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Reduced | 134,186 | 3,095 | 2.15% | 2.35% | 126 | -20,194 | -13.08% | Q3 2026 | Oct 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 129,195 | 2,980 | 0.0% | 0.0% | 127 | -54,449 | -29.65% | Q3 2026 | Nov 02, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 148,216 | 2,947 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 124,778 | 2,878 | 0.01% | 0.01% | 129 | +34,178 | 37.72% | Q3 2026 | Oct 23, 2026 |
| Jain Global LLC | History | No change | 132,426 | 2,633 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | Added to | 114,107 | 2,632 | 0.03% | 0.02% | 131 | +6,057 | 5.61% | Q3 2026 | Oct 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 131,409 | 2,613 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 131,341 | 2,612 | 0.16% | 0.16% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 112,891 | 2,604 | 0.13% | 0.11% | 134 | +19,717 | 21.16% | Q3 2026 | Nov 02, 2026 |
| BAILARD, INC. | History | Added to | 112,705 | 2,600 | 0.05% | 0.05% | 135 | +644 | 0.57% | Q3 2026 | Oct 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 127,789 | 2,542 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Engineers Gate Manager LP | History | No change | 125,914 | 2,504 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 106,561 | 2,458 | 0.04% | 0.03% | 138 | -160 | -0.15% | Q3 2026 | Oct 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,021 | 2,445 | 0.02% | 0.02% | 139 | +7,388 | 7.49% | Q3 2026 | Oct 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 119,506 | 2,376 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 117,614 | 2,339 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTRUST BANK NA | History | No change | 116,093 | 2,309 | 0.17% | 0.17% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sivia Capital Partners, LLC | History | No change | 112,019 | 2,228 | 0.27% | 0.27% | 143 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Walleye Capital LLC | History | No change | 111,745 | 2,222 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | No change | 106,208 | 2,112 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 90,927 | 2,097 | 0.02% | 0.02% | 146 | -23,787 | -20.74% | Q3 2026 | Oct 27, 2026 |
| Qtron Investments LLC | History | No change | 104,805 | 2,084 | 0.28% | 0.28% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capricorn Fund Managers Ltd | History | New | 90,000 | 2,076 | 0.2% | — | 148 | +90,000 | New | Q3 2026 | Nov 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 102,889 | 2,046 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GREENLEAF TRUST | History | Reduced | 88,306 | 2,037 | 0.02% | 0.02% | 150 | -7,723 | -8.04% | Q3 2026 | Oct 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100,440 | 2,006 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 98,845 | 1,966 | 0.89% | 0.89% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASSETMARK, INC | History | Added to | 84,157 | 1,941 | 0.0% | 0.0% | 153 | +31,835 | 60.84% | Q3 2026 | Oct 21, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 95,000 | 1,889 | 0.53% | 0.53% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorShares Investments LLC | History | No change | 94,296 | 1,875 | 0.23% | 0.23% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 80,790 | 1,863 | 0.13% | 0.07% | 156 | -3,780 | -4.47% | Q3 2026 | Nov 04, 2026 |
| FEDERATED HERMES, INC. | History | No change | 93,042 | 1,850 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 91,177 | 1,813 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 78,363 | 1,807 | 0.06% | 0.05% | 159 | +7,323 | 10.31% | Q3 2026 | Oct 08, 2026 |
| InTrack Investment Management Inc | History | Added to | 77,724 | 1,793 | 0.87% | 0.54% | 160 | +22,423 | 40.55% | Q3 2026 | Oct 15, 2026 |
| Ballentine Partners, LLC | History | No change | 88,535 | 1,760 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 75,266 | 1,736 | 0.05% | 0.04% | 162 | +3,831 | 5.36% | Q3 2026 | Nov 02, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 75,175 | 1,734 | 0.08% | 0.07% | 163 | -1,725 | -2.24% | Q3 2026 | Oct 26, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 74,728 | 1,723 | 0.02% | 0.02% | 164 | -11,428 | -13.26% | Q3 2026 | Oct 20, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 73,921 | 1,705 | 2.56% | — | 165 | +73,921 | New | Q3 2026 | Oct 20, 2026 |
| CIBC Asset Management Inc | History | Reduced | 72,318 | 1,668 | 0.0% | 0.0% | 166 | -1,816 | -2.45% | Q3 2026 | Nov 05, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 83,422 | 1,659 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 82,613 | 1,643 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 70,645 | 1,629 | 0.14% | 0.12% | 169 | +1,700 | 2.47% | Q3 2026 | Oct 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 95,877 | 1,627 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudson Bay Capital Management LP | History | No change | 81,321 | 1,617 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 80,661 | 1,604 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Abel Hall, LLC | History | Added to | 69,301 | 1,598 | 0.29% | 0.24% | 173 | +181 | 0.26% | Q3 2026 | Oct 19, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 68,981 | 1,591 | 0.0% | 0.0% | 174 | -9,051 | -11.6% | Q3 2026 | Nov 05, 2026 |
| Advisors Asset Management, Inc. | History | No change | 79,776 | 1,586 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Voleon Capital Management LP | History | No change | 77,971 | 1,550 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Themes Management Co LLC | History | Added to | 66,913 | 1,543 | 1.02% | 0.65% | 178 | +17,651 | 35.83% | Q3 2026 | Oct 29, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 66,910 | 1,543 | 0.01% | 0.01% | 177 | -8,290 | -11.02% | Q3 2026 | Oct 21, 2026 |
| GeoWealth Management, LLC | History | No change | 76,319 | 1,517 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 65,319 | 1,506 | 0.02% | 0.02% | 180 | +2,046 | 3.23% | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,775 | 1,501 | 0.0% | 0.0% | 181 | +17,130 | 34.5% | Q3 2026 | Oct 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 74,982 | 1,491 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 63,622 | 1,467 | 0.07% | 0.06% | 183 | +8,060 | 14.51% | Q3 2026 | Oct 20, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 63,500 | 1,464 | 0.27% | 0.25% | 184 | +1,140 | 1.83% | Q3 2026 | Oct 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 71,151 | 1,415 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 67,736 | 1,347 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 66,298 | 1,318 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 65,701 | 1,306 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 56,244 | 1,297 | 0.01% | 0.01% | 189 | -138 | -0.24% | Q3 2026 | Oct 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 55,826 | 1,287 | 0.1% | 0.08% | 190 | +2,972 | 5.62% | Q3 2026 | Oct 19, 2026 |
| EWA, LLC | History | No change | 64,047 | 1,273 | 0.23% | 0.23% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BALLAST ADVISORS LLC | History | No change | 63,069 | 1,254 | 0.3% | 0.3% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 62,820 | 1,249 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 61,909 | 1,231 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 52,858 | 1,219 | 0.02% | 0.02% | 195 | +1,894 | 3.72% | Q3 2026 | Oct 22, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 52,032 | 1,200 | 0.22% | 0.19% | 196 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 51,557 | 1,189 | 0.0% | 0.0% | 197 | +28,919 | 127.75% | Q3 2026 | Nov 04, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 59,536 | 1,184 | 0.1% | 0.1% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Limestone Investment Advisors LP | History | No change | 59,213 | 1,177 | 0.09% | 0.09% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | Added to | 50,234 | 1,158 | 0.09% | 0.08% | 200 | +1,141 | 2.32% | Q3 2026 | Oct 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 50,137 | 1,156 | 0.05% | 0.05% | 201 | +1,303 | 2.67% | Q3 2026 | Oct 28, 2026 |
| DMC Group, LLC | History | Added to | 50,047 | 1,154 | 0.8% | 0.64% | 202 | +2,808 | 5.94% | Q3 2026 | Oct 26, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 50,000 | 1,153 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Venturi Wealth Management, LLC | History | No change | 57,693 | 1,147 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 57,517 | 1,144 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 48,626 | 1,121 | 0.12% | 0.13% | 206 | -8,821 | -15.36% | Q3 2026 | Oct 20, 2026 |
| Henshaw Capital LLC | History | No change | 48,563 | 1,120 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 47,437 | 1,094 | 0.38% | 0.3% | 208 | -398 | -0.83% | Q3 2026 | Oct 16, 2026 |
| Storgate, LLC | History | No change | 54,550 | 1,085 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 52,479 | 1,060 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 45,213 | 1,043 | 0.0% | 0.0% | 211 | +23,409 | 107.36% | Q3 2026 | Nov 02, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 52,367 | 1,041 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lido Advisors, LLC | History | Added to | 45,104 | 1,040 | 0.0% | 0.0% | 213 | +10,376 | 29.88% | Q3 2026 | Nov 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 51,942 | 1,033 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 47,788 | 1,030 | 0.01% | 0.01% | 215 | +1,698 | 3.68% | Q3 2026 | Nov 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 44,166 | 1,018 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Successful Portfolios LLC | History | Added to | 44,040 | 1,005 | 0.46% | 0.44% | 217 | +8 | 0.02% | Q3 2026 | Oct 09, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 43,425 | 1,001 | 0.22% | 0.19% | 218 | +845 | 1.98% | Q3 2026 | Oct 19, 2026 |
| Five Oceans Advisors | History | No change | 43,112 | 994 | 0.38% | 0.28% | 219 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 42,896 | 989 | 0.21% | 0.19% | 220 | +3,201 | 8.06% | Q3 2026 | Oct 13, 2026 |
| Fiera Capital Corp | History | No change | 49,692 | 988 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 48,078 | 956 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 41,264 | 951 | 0.02% | 0.02% | 223 | +4,077 | 10.96% | Q3 2026 | Oct 08, 2026 |
| XPONANCE LLC | History | Added to | 41,091 | 947 | 0.01% | 0.0% | 224 | +5,447 | 15.28% | Q3 2026 | Nov 03, 2026 |
| Frec Markets, Inc. | History | No change | 46,947 | 933 | 0.08% | 0.08% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 46,523 | 925 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 46,380 | 922 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BG Investment Services, LLC | History | New | 39,680 | 915 | 0.14% | — | 228 | +39,680 | New | Q3 2026 | Oct 23, 2026 |
| Traveka Wealth, LLC | History | Added to | 39,660 | 914 | 0.28% | 0.25% | 229 | +1,721 | 4.54% | Q3 2026 | Oct 19, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 45,688 | 908 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 43,312 | 861 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 37,167 | 857 | 0.14% | 0.12% | 232 | -474 | -1.26% | Q3 2026 | Oct 27, 2026 |
| West Family Investments, Inc. | History | No change | 43,037 | 856 | 0.25% | 0.25% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 42,830 | 851 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 42,200 | 839 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 36,158 | 834 | 0.03% | 0.02% | 236 | +2,301 | 6.8% | Q3 2026 | Nov 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 41,771 | 830 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bridgewater Advisors Inc. | History | No change | 36,735 | 826 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 35,157 | 811 | 0.01% | 0.01% | 239 | -11,896 | -25.28% | Q3 2026 | Oct 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 35,131 | 810 | 0.02% | 0.02% | 240 | +8,016 | 29.56% | Q3 2026 | Oct 13, 2026 |
| Wedmont Private Capital | History | Added to | 36,007 | 809 | 0.02% | 0.01% | 241 | +10,785 | 42.76% | Q3 2026 | Oct 09, 2026 |
| Optas, LLC | History | No change | 39,959 | 794 | 0.11% | 0.11% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 39,807 | 791 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 39,571 | 787 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 34,102 | 786 | 0.04% | 0.03% | 245 | +687 | 2.06% | Q3 2026 | Oct 15, 2026 |
| Arlington Trust Co LLC | History | Added to | 33,843 | 780 | 0.06% | 0.0% | 246 | +33,072 | 4289.49% | Q3 2026 | Oct 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 38,925 | 774 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 37,570 | 747 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 32,056 | 739 | 0.02% | 0.02% | 249 | +1,040 | 3.35% | Q3 2026 | Nov 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 31,694 | 731 | 0.01% | 0.0% | 251 | +16,507 | 108.69% | Q3 2026 | Oct 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 36,756 | 731 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 30,956 | 714 | 0.0% | 0.0% | 252 | +26,684 | 624.63% | Q3 2026 | Nov 05, 2026 |
| STATE STREET CORP | History | No change | 34,020 | 687 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| SYON CAPITAL LLC | History | No change | 33,982 | 675 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 29,250 | 674 | 0.08% | 0.07% | 255 | +2,340 | 8.7% | Q3 2026 | Oct 09, 2026 |
| MAI Capital Management | History | No change | 33,403 | 668 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 28,836 | 665 | 0.12% | 0.1% | 257 | +2,151 | 8.06% | Q3 2026 | Oct 20, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 28,706 | 662 | 0.0% | 0.0% | 258 | -604 | -2.06% | Q3 2026 | Nov 03, 2026 |
| Cetera Trust Company, N.A | History | No change | 33,020 | 656 | 0.33% | 0.33% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Research LLC | History | No change | 32,721 | 650 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| J.Safra Asset Management Corp | History | Added to | 28,067 | 647 | 0.03% | 0.02% | 261 | +3,963 | 16.44% | Q3 2026 | Nov 03, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 26,679 | 615 | 0.01% | 0.01% | 262 | +1,925 | 7.78% | Q3 2026 | Nov 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 26,430 | 609 | 0.01% | 0.01% | 263 | +2,492 | 10.41% | Q3 2026 | Oct 27, 2026 |
| Entropy Technologies, LP | History | No change | 30,537 | 607 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 30,425 | 605 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,041 | 600 | 0.0% | 0.0% | 266 | +3,507 | 15.56% | Q3 2026 | Oct 16, 2026 |
| May Hill Capital, LLC | History | Added to | 25,942 | 598 | 0.12% | 0.1% | 267 | +659 | 2.61% | Q3 2026 | Nov 02, 2026 |
| SEEDS INVESTOR LLC | History | No change | 29,947 | 595 | 0.06% | 0.06% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 25,666 | 592 | 0.06% | 0.05% | 269 | -1,080 | -4.04% | Q3 2026 | Oct 27, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | No change | 29,790 | 592 | 0.2% | 0.2% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| E Fund Management Co., Ltd. | History | No change | 29,790 | 592 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SYM FINANCIAL Corp | History | Added to | 25,516 | 588 | 0.04% | 0.04% | 272 | +220 | 0.87% | Q3 2026 | Oct 26, 2026 |
| Merit Financial Group, LLC | History | No change | 29,168 | 580 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COMMERCE BANK | History | No change | 29,090 | 578 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PDS Planning, Inc | History | No change | 24,756 | 571 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| First National Bank of Hutchinson | History | No change | 28,583 | 568 | 0.31% | 0.31% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 28,371 | 564 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 24,438 | 563 | 0.12% | 0.09% | 279 | +4,284 | 21.26% | Q3 2026 | Oct 15, 2026 |
| GTS SECURITIES LLC | History | No change | 28,329 | 563 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 28,231 | 561 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 24,257 | 559 | 0.06% | 0.05% | 281 | +1,073 | 4.63% | Q3 2026 | Oct 30, 2026 |
| Cromwell Holdings LLC | History | No change | 24,134 | 556 | 0.25% | 0.22% | 282 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| NORDEN GROUP LLC | History | Reduced | 24,035 | 554 | 0.04% | 0.05% | 283 | -4,154 | -14.74% | Q3 2026 | Oct 20, 2026 |
| HUB Investment Partners, LLC | History | Added to | 23,793 | 548 | 0.01% | 0.01% | 284 | +2,384 | 11.14% | Q3 2026 | Nov 03, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 23,643 | 545 | 0.05% | 0.06% | 285 | -11,898 | -33.48% | Q3 2026 | Nov 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 27,007 | 537 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 22,479 | 518 | 0.06% | 0.07% | 287 | -4,548 | -16.83% | Q3 2026 | Oct 30, 2026 |
| Bahl & Gaynor LLC | History | New | 22,210 | 512 | 0.0% | — | 288 | +22,210 | New | Q3 2026 | Nov 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 25,640 | 510 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | No change | 25,606 | 509 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 25,413 | 505 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Alphadyne Asset Management LP | History | No change | 25,312 | 503 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 21,635 | 499 | 0.01% | 0.01% | 293 | -648 | -2.91% | Q3 2026 | Nov 02, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 24,809 | 493 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIGHTON JONES LLC | History | Added to | 21,220 | 489 | 0.01% | 0.01% | 295 | +84 | 0.4% | Q3 2026 | Nov 03, 2026 |
| Hardy Reed LLC | History | No change | 24,400 | 485 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 24,330 | 484 | 0.11% | 0.11% | 297 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Independent Advisor Alliance | History | No change | 24,049 | 478 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueshift Asset Management, LLC | History | No change | 23,630 | 470 | 0.11% | 0.11% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 23,618 | 469 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 23,546 | 468 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 23,422 | 465 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,942 | 460 | 0.01% | 0.0% | 303 | -410 | -2.01% | Q3 2026 | Oct 22, 2026 |
| AlTi Global, Inc. | History | No change | 23,091 | 459 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foster Group, Inc. | History | Reduced | 19,854 | 458 | 0.01% | 0.01% | 305 | -381 | -1.88% | Q3 2026 | Oct 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 23,031 | 458 | 0.11% | 0.11% | 306 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,434 | 448 | 0.01% | 0.01% | 307 | -3,289 | -14.47% | Q3 2026 | Oct 28, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 19,375 | 446 | 0.01% | 0.01% | 308 | +892 | 4.83% | Q3 2026 | Oct 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,367 | 444 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IMC-Chicago, LLC | History | New | 19,200 | 442 | 0.0% | — | 310 | +19,200 | New | Q3 2026 | Nov 05, 2026 |
| Savvy Advisors, Inc. | History | No change | 22,175 | 441 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Carter Financial Group, INC. | History | New | 19,107 | 440 | 0.22% | — | 313 | +19,107 | New | Q3 2026 | Oct 21, 2026 |
| LVW Advisors, LLC | History | Added to | 19,115 | 440 | 0.04% | 0.03% | 312 | +2,726 | 16.63% | Q3 2026 | Oct 19, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 18,836 | 435 | 0.0% | 0.0% | 314 | +1,096 | 6.18% | Q3 2026 | Nov 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 18,745 | 432 | 0.01% | — | 315 | +18,745 | New | Q3 2026 | Oct 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 21,600 | 429 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,372 | 423 | 0.01% | 0.01% | 317 | +540 | 3.03% | Q3 2026 | Oct 22, 2026 |
| Athena Wealth Management, LLC | History | Added to | 18,163 | 419 | 0.3% | 0.26% | 318 | +823 | 4.75% | Q3 2026 | Oct 09, 2026 |
| Gibbs Wealth Management | History | Reduced | 17,858 | 411 | 0.04% | 0.05% | 320 | -2,999 | -14.38% | Q3 2026 | Oct 22, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,858 | 411 | 0.01% | 0.01% | 319 | -343 | -1.88% | Q3 2026 | Oct 20, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 17,619 | 406 | 0.04% | 0.04% | 321 | -562 | -3.09% | Q3 2026 | Nov 03, 2026 |
| BFC Planning, Inc. | History | No change | 20,022 | 398 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 19,782 | 393 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Affirmative Financial Network | History | New | 17,023 | 392 | 0.09% | — | 324 | +17,023 | New | Q3 2026 | Oct 21, 2026 |
| Choate Investment Advisors | History | No change | 19,666 | 391 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 19,637 | 390 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewEdge Wealth, LLC | History | No change | 19,465 | 387 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 19,129 | 380 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 19,155 | 380 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 19,048 | 378 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XXI WEALTH, LLC | History | Added to | 16,207 | 373 | 0.15% | 0.14% | 331 | +1,189 | 7.92% | Q3 2026 | Oct 22, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | Reduced | 16,033 | 369 | 0.25% | 0.22% | 332 | -374 | -2.28% | Q3 2026 | Nov 05, 2026 |
| Virtu Financial LLC | History | No change | 18,502 | 368 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canopy Partners, LLC | History | No change | 15,989 | 368 | 0.11% | 0.1% | 334 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Te Ahumairangi Investment Management Ltd | History | No change | 18,454 | 367 | 0.06% | 0.06% | 335 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mattson Financial Services, LLC | History | No change | 16,404 | 363 | 0.08% | 0.08% | 336 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 15,389 | 355 | 0.02% | 0.01% | 337 | +3,932 | 34.32% | Q3 2026 | Oct 28, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 15,364 | 354 | 0.29% | 0.28% | 338 | -9,898 | -39.18% | Q3 2026 | Oct 29, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Reduced | 15,261 | 352 | 0.03% | 0.03% | 339 | -4,049 | -20.97% | Q3 2026 | Oct 26, 2026 |
| EVERPAR ADVISORS LLC | History | No change | 17,644 | 350 | 0.1% | 0.1% | 340 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 17,593 | 349 | 0.03% | 0.03% | 341 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 17,512 | 348 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 15,067 | 347 | 0.13% | 0.1% | 344 | -272 | -1.77% | Q3 2026 | Oct 26, 2026 |
| Keebeck Wealth Management | History | No change | 17,399 | 347 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 14,746 | 340 | 0.02% | 0.02% | 345 | -4,106 | -21.78% | Q3 2026 | Nov 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 16,819 | 339 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rose Capital Advisors LLC | History | New | 14,540 | 335 | 0.08% | — | 347 | +14,540 | New | Q3 2026 | Nov 04, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 14,165 | 326 | 0.02% | 0.01% | 348 | +1,207 | 9.31% | Q3 2026 | Oct 16, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 16,227 | 322 | 0.02% | 0.02% | 349 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 13,914 | 320 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 13,833 | 319 | 0.02% | 0.01% | 351 | +510 | 3.83% | Q3 2026 | Oct 28, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 13,793 | 318 | 0.21% | 0.19% | 352 | -361 | -2.55% | Q3 2026 | Oct 22, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 15,788 | 314 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,586 | 313 | 0.0% | 0.0% | 354 | -1,918 | -12.37% | Q3 2026 | Oct 23, 2026 |
| Pure Financial Advisors, LLC | History | No change | 15,713 | 312 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Added to | 13,224 | 305 | 0.01% | 0.01% | 356 | +388 | 3.02% | Q3 2026 | Oct 30, 2026 |
| Brown Financial Advisors | History | No change | 15,124 | 300 | 0.1% | 0.1% | 357 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FIDUCIARY TRUST CO | History | No change | 14,997 | 298 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HBK Sorce Advisory LLC | History | No change | 13,307 | 298 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 12,884 | 297 | 0.01% | 0.01% | 360 | +292 | 2.32% | Q3 2026 | Oct 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,845 | 296 | 0.01% | 0.01% | 361 | -4,985 | -27.96% | Q3 2026 | Oct 23, 2026 |
| Sunpointe, LLC | History | Added to | 12,849 | 296 | 0.09% | 0.07% | 362 | +645 | 5.29% | Q3 2026 | Oct 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 14,878 | 295 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 14,729 | 293 | 0.07% | 0.07% | 364 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Livet Wealth, LLC | History | Reduced | 12,662 | 292 | 0.16% | 0.19% | 366 | -3,486 | -21.59% | Q3 2026 | Oct 26, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 12,692 | 292 | 0.04% | 0.03% | 365 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Sovran Advisors, LLC | History | New | 13,184 | 289 | 0.02% | — | 367 | +13,184 | New | Q3 2026 | Oct 30, 2026 |
| Facet Wealth, Inc. | History | Added to | 12,501 | 288 | 0.0% | 0.0% | 368 | +472 | 3.92% | Q3 2026 | Nov 04, 2026 |
| DENALI ADVISORS LLC | History | No change | 14,187 | 282 | 0.03% | 0.03% | 369 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 14,133 | 281 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 12,044 | 277 | 0.02% | 0.03% | 371 | -5,307 | -30.59% | Q3 2026 | Oct 06, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 11,972 | 276 | 0.03% | 0.38% | 372 | -181,727 | -93.82% | Q3 2026 | Nov 03, 2026 |
| AlphaCore Capital LLC | History | New | 11,866 | 273 | 0.0% | — | 373 | +11,866 | New | Q3 2026 | Nov 04, 2026 |
| Indivisible Partners | History | New | 11,844 | 273 | 0.01% | — | 374 | +11,844 | New | Q3 2026 | Oct 26, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 13,679 | 272 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 11,755 | 271 | 0.2% | 0.19% | 377 | -749 | -5.99% | Q3 2026 | Oct 16, 2026 |
| Csenge Advisory Group | History | Added to | 11,761 | 271 | 0.01% | 0.01% | 376 | +477 | 4.23% | Q3 2026 | Nov 04, 2026 |
| RBA Wealth Management, LLC | History | New | 11,680 | 269 | 0.09% | — | 378 | +11,680 | New | Q3 2026 | Oct 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,638 | 266 | 0.0% | 0.0% | 379 | -8,306 | -41.65% | Q3 2026 | Nov 05, 2026 |
| WRAPMANAGER INC | History | No change | 13,364 | 265 | 0.08% | 0.08% | 380 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 13,371 | 265 | 0.02% | 0.02% | 381 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CERTUITY, LLC | History | Reduced | 11,380 | 262 | 0.01% | 0.01% | 382 | -56 | -0.49% | Q3 2026 | Nov 02, 2026 |
| Stonebrook Private Inc. | History | No change | 13,006 | 258 | 0.05% | 0.05% | 383 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALLADIEM, LLC | History | No change | 12,918 | 256 | 0.25% | 0.25% | 384 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 12,753 | 253 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,939 | 252 | 0.01% | 0.01% | 386 | -853 | -7.23% | Q3 2026 | Oct 22, 2026 |
| Avestar Capital, LLC | History | New | 10,757 | 248 | 0.02% | — | 387 | +10,757 | New | Q3 2026 | Oct 28, 2026 |
| ASPIRIANT, LLC | History | Added to | 10,728 | 247 | 0.01% | 0.01% | 388 | +498 | 4.87% | Q3 2026 | Oct 16, 2026 |
| Scheeler Financial LLC | History | New | 10,681 | 246 | 0.19% | — | 390 | +10,681 | New | Q3 2026 | Oct 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 10,701 | 246 | 0.01% | 0.01% | 389 | +144 | 1.36% | Q3 2026 | Oct 26, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 12,212 | 242 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Range Advisory, LLC | History | No change | 12,160 | 241 | 0.03% | 0.03% | 392 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 10,432 | 240 | 0.1% | 0.08% | 393 | +178 | 1.74% | Q3 2026 | Nov 03, 2026 |
| Advisory Services Network, LLC | History | No change | 12,083 | 240 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | No change | 13,580 | 240 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 12,024 | 239 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 11,925 | 237 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 11,954 | 237 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 11,894 | 236 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 10,215 | 235 | 0.01% | — | 402 | +10,215 | New | Q3 2026 | Oct 21, 2026 |
| Inscription Capital, LLC | History | Added to | 10,225 | 235 | 0.03% | 0.02% | 401 | +215 | 2.15% | Q3 2026 | Nov 02, 2026 |
| WINDWARD CAPITAL MANAGEMENT CO /CA | History | No change | 11,817 | 235 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 10,100 | 233 | 0.01% | 0.01% | 403 | -1,400 | -12.17% | Q3 2026 | Nov 03, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 10,106 | 233 | 0.03% | 0.02% | 404 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ACORN CREEK CAPITAL LLC | History | New | 10,084 | 232 | 0.08% | — | 405 | +10,084 | New | Q3 2026 | Nov 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 11,664 | 231 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 11,459 | 227 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 11,437 | 227 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 9,829 | 226 | 0.0% | 0.0% | 409 | +5,371 | 120.48% | Q3 2026 | Oct 28, 2026 |
| Flatrock Wealth Partners LLC | History | No change | 11,210 | 226 | 0.09% | 0.09% | 410 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 9,777 | 225 | 0.02% | 0.02% | 411 | -847 | -7.97% | Q3 2026 | Nov 04, 2026 |
| Ariadne Wealth Management, LP | History | No change | 11,337 | 225 | 0.1% | 0.1% | 412 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 9,718 | 224 | 0.01% | — | 413 | +9,718 | New | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,200 | 222 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,496 | 219 | 0.0% | 0.0% | 416 | -14,110 | -59.77% | Q3 2026 | Oct 15, 2026 |
| Empowered Funds, LLC | History | No change | 11,055 | 219 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brucke Financial, Inc. | History | New | 9,433 | 217 | 0.09% | — | 418 | +9,433 | New | Q3 2026 | Oct 23, 2026 |
| Walleye Trading LLC | History | No change | 10,946 | 217 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RiverFront Investment Group, LLC | History | No change | 10,743 | 213 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 10,637 | 211 | 0.05% | 0.05% | 420 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 9,055 | 208 | 0.01% | 0.01% | 421 | +1,038 | 12.95% | Q3 2026 | Oct 27, 2026 |
| Campbell Deegan Wealth Management, LLC | History | No change | 10,500 | 208 | 0.15% | 0.15% | 422 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 10,383 | 206 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 10,392 | 206 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 8,894 | 205 | 0.01% | — | 426 | +8,894 | New | Q3 2026 | Oct 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 8,898 | 205 | 0.04% | 0.05% | 425 | -3,254 | -26.78% | Q3 2026 | Oct 05, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 10,285 | 204 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 10,292 | 204 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewSquare Capital LLC | History | No change | 10,230 | 203 | 0.02% | 0.02% | 429 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 8,757 | 202 | 0.06% | 0.05% | 431 | +369 | 4.4% | Q3 2026 | Oct 20, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,204 | 202 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Composition Wealth, LLC | History | No change | 10,081 | 200 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wallace Advisory Group, LLC | History | No change | 10,081 | 200 | 0.19% | 0.19% | 433 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 9,676 | 192 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 9,013 | 179 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7,713 | 177 | 0.0% | 0.0% | 436 | +388 | 5.3% | Q3 2026 | Oct 20, 2026 |
| GROUP ONE TRADING LLC | History | No change | 8,600 | 171 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 7,403 | 170 | 0.02% | 0.01% | 438 | +87 | 1.19% | Q3 2026 | Nov 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8,141 | 161 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6,603 | 152 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| James T. Borello RIA | History | No change | 5,936 | 136 | 0.03% | 0.03% | 441 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| CITY HOLDING CO | History | Added to | 5,395 | 124 | 0.01% | 0.01% | 442 | +395 | 7.9% | Q3 2026 | Oct 19, 2026 |
| True Wealth Design, LLC | History | Added to | 5,337 | 123 | 0.03% | 0.02% | 443 | +452 | 9.25% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 5,318 | 122 | 0.0% | 0.0% | 444 | +2,745 | 106.68% | Q3 2026 | Oct 14, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 5,212 | 120 | 0.01% | 0.0% | 445 | +4,885 | 1493.88% | Q3 2026 | Oct 30, 2026 |
| Horizon Investments, LLC | History | No change | 4,987 | 99 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | New | 4,269 | 98 | 0.0% | — | 447 | +4,269 | New | Q3 2026 | Oct 21, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 4,129 | 95 | 0.0% | 0.0% | 448 | -617 | -13.0% | Q3 2026 | Oct 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,567 | 82 | 0.01% | 0.0% | 449 | +619 | 21.0% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | Added to | 3,553 | 81 | 0.0% | 0.0% | 450 | +362 | 11.34% | Q3 2026 | Nov 05, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 3,479 | 80 | 0.01% | 0.02% | 451 | -729 | -17.32% | Q3 2026 | Oct 05, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 3,954 | 79 | 0.06% | 0.06% | 452 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 3,348 | 77 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Community Bank, N.A. | History | No change | 3,903 | 77 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 2,967 | 68 | 0.0% | 0.0% | 455 | +338 | 12.86% | Q3 2026 | Oct 16, 2026 |
| West Financial Advisors, LLC | History | New | 2,532 | 58 | 0.01% | — | 456 | +2,532 | New | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,395 | 55 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Quantum Portfolio Management LLC | History | No change | 2,792 | 55 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 2,300 | 53 | 0.01% | 0.01% | 460 | +453 | 24.53% | Q3 2026 | Oct 19, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,299 | 53 | 0.01% | 0.0% | 459 | +421 | 22.42% | Q3 2026 | Oct 20, 2026 |
| Essential Partners LLC | History | No change | 2,300 | 53 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Accent Capital Management, LLC | History | No change | 2,650 | 52 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 2,174 | 50 | 0.03% | — | 463 | +2,174 | New | Q3 2026 | Oct 09, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 2,011 | 46 | 0.02% | 0.01% | 464 | +902 | 81.33% | Q3 2026 | Oct 07, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 2,238 | 44 | 0.01% | 0.01% | 465 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Analysts, LLC | History | No change | 2,165 | 43 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 1,858 | 42 | 0.0% | 0.0% | 467 | -8 | -0.43% | Q3 2026 | Oct 26, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,846 | 42 | 0.01% | 0.0% | 468 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,760 | 40 | 0.01% | 0.01% | 469 | +122 | 7.45% | Q3 2026 | Oct 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 1,703 | 39 | 0.01% | 0.01% | 470 | +142 | 9.1% | Q3 2026 | Nov 04, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,666 | 38 | 0.0% | — | 471 | +1,666 | New | Q3 2026 | Oct 27, 2026 |
| Grove Bank & Trust | History | Added to | 1,572 | 36 | 0.0% | 0.0% | 472 | +135 | 9.39% | Q3 2026 | Oct 08, 2026 |
| Bell Investment Advisors, Inc | History | No change | 1,543 | 35 | 0.01% | 0.0% | 473 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,497 | 34 | 0.0% | 0.0% | 474 | -195 | -11.52% | Q3 2026 | Oct 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,753 | 34 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 1,439 | 33 | 0.01% | 0.0% | 477 | +435 | 43.33% | Q3 2026 | Nov 03, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,445 | 33 | 0.0% | 0.0% | 476 | +305 | 26.75% | Q3 2026 | Oct 23, 2026 |
| V-Square Quantitative Management LLC | History | New | 1,403 | 32 | 0.0% | — | 479 | +1,403 | New | Q3 2026 | Oct 15, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,651 | 32 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Triumph Capital Management | History | Added to | 1,299 | 29 | 0.01% | 0.0% | 480 | +11 | 0.85% | Q3 2026 | Oct 14, 2026 |
| Key FInancial Inc | History | No change | 1,300 | 29 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,269 | 29 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| JPL Wealth Management, LLC | History | No change | 1,472 | 29 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,216 | 28 | 0.0% | 0.0% | 484 | +150 | 14.07% | Q3 2026 | Oct 26, 2026 |
| Asset Dedication, LLC | History | No change | 1,205 | 27 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 1,373 | 27 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Addison Advisors LLC | History | No change | 1,323 | 26 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kilter Group LLC | History | No change | 1,263 | 25 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,278 | 25 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| TD Capital Management LLC | History | No change | 1,212 | 24 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 1,013 | 23 | 0.0% | 0.0% | 492 | -1,005 | -49.8% | Q3 2026 | Oct 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,180 | 23 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,158 | 23 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 1,028 | 23 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,107 | 22 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 916 | 21 | 0.0% | 0.0% | 496 | +25 | 2.81% | Q3 2026 | Nov 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 1,037 | 20 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 928 | 18 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 914 | 18 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 761 | 17 | 0.0% | — | 500 | +761 | New | Q3 2026 | Oct 15, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 714 | 16 | 0.0% | 0.0% | 502 | +165 | 30.05% | Q3 2026 | Nov 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 818 | 16 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dunhill Financial, LLC | History | No change | 755 | 15 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BFSG, LLC | History | New | 625 | 14 | 0.0% | — | 508 | +625 | New | Q3 2026 | Oct 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 637 | 14 | 0.0% | 0.0% | 504 | +217 | 51.67% | Q3 2026 | Oct 29, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 726 | 14 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 650 | 14 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Park Place Capital Corp | History | No change | 741 | 14 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 586 | 13 | 0.0% | 0.0% | 509 | -353 | -37.59% | Q3 2026 | Nov 05, 2026 |
| CENTRAL TRUST Co | History | No change | 548 | 12 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| North Star Investment Management Corp. | History | No change | 545 | 12 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 611 | 12 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EFG International AG | History | No change | 614 | 12 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 479 | 11 | 0.01% | 0.01% | 518 | -581 | -54.81% | Q3 2026 | Nov 05, 2026 |
| City State Bank | History | New | 514 | 11 | 0.0% | — | 519 | +514 | New | Q3 2026 | Oct 20, 2026 |
| Planning Strategies Inc. | History | New | 505 | 11 | 0.01% | — | 521 | +505 | New | Q3 2026 | Oct 02, 2026 |
| Elyxium Wealth, LLC | History | New | 483 | 11 | 0.0% | — | 520 | +483 | New | Q3 2026 | Oct 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 483 | 11 | 0.0% | 0.0% | 516 | -313 | -39.32% | Q3 2026 | Oct 27, 2026 |
| Independence Bank of Kentucky | History | No change | 480 | 11 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 599 | 11 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 578 | 11 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Reduced | 466 | 10 | 0.0% | 0.0% | 527 | -45 | -8.81% | Q3 2026 | Nov 03, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 548 | 10 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 476 | 10 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| CNB Bank | History | No change | 535 | 10 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gleason Group, Inc. | History | No change | 468 | 10 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| American Capital Advisory, LLC | History | No change | 474 | 10 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Bangor Savings Bank | History | No change | 429 | 9 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Continuum Advisory, LLC | History | No change | 502 | 9 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bravera Wealth | History | No change | 475 | 9 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 377 | 8 | 0.01% | — | 533 | +377 | New | Q3 2026 | Oct 09, 2026 |
| JNBA Financial Advisors | History | No change | 354 | 8 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 419 | 8 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 336 | 7 | 0.0% | 0.05% | 535 | -16,732 | -98.03% | Q3 2026 | Oct 29, 2026 |
| Jacobi Capital Management LLC | History | New | 320 | 7 | 0.0% | — | 537 | +320 | New | Q3 2026 | Nov 05, 2026 |
| Clean Yield Group | History | No change | 339 | 7 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Benson Wealth Management INC | History | No change | 371 | 7 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key Capital Management, INC | History | New | 302 | 6 | 0.0% | — | 545 | +302 | New | Q3 2026 | Nov 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 267 | 6 | 0.0% | 0.0% | 544 | +1 | 0.38% | Q3 2026 | Nov 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 303 | 6 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MOTCO | History | No change | 322 | 6 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crewe Advisors LLC | History | No change | 305 | 6 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 326 | 6 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Abound Wealth Management | History | No change | 278 | 6 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Nemes Rush Group LLC | History | No change | 271 | 6 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 232 | 5 | 0.0% | 0.0% | 546 | +54 | 30.34% | Q3 2026 | Oct 23, 2026 |
| Winch Advisory Services, LLC | History | No change | 261 | 5 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 253 | 5 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Bogart Wealth, LLC | History | No change | 281 | 5 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HighMark Wealth Management LLC | History | No change | 255 | 5 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 287 | 5 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 286 | 5 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dogwood Wealth Management LLC | History | No change | 285 | 5 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Markowski Investments | History | No change | 234 | 5 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 216 | 4 | 0.0% | — | 563 | +216 | New | Q3 2026 | Oct 16, 2026 |
| Fairway Wealth LLC | History | New | 188 | 4 | 0.0% | — | 562 | +188 | New | Q3 2026 | Oct 30, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 187 | 4 | 0.0% | 0.0% | 555 | +75 | 66.96% | Q3 2026 | Oct 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 214 | 4 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| CX Institutional | History | No change | 181 | 4 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CVA Family Office, LLC | History | No change | 208 | 4 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SWAN Capital LLC | History | No change | 215 | 4 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Granite FO LLC | History | No change | 186 | 4 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Highland Investment Advisors LLC | History | No change | 222 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monetary Solutions, Ltd | History | Added to | 153 | 3 | 0.0% | 0.0% | 574 | +53 | 53.0% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 147 | 3 | 0.0% | 0.0% | 569 | -26 | -15.03% | Q3 2026 | Oct 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 169 | 3 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HM PAYSON & CO | History | No change | 200 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 191 | 3 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 169 | 3 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Elequin Capital, LP | History | No change | 163 | 3 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 138 | 3 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 139 | 3 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| WealthCollab, LLC | History | No change | 171 | 3 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 195 | 3 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allied Private Wealth LLC | History | No change | 183 | 3 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Reduced | 120 | 2 | 0.0% | 0.0% | 577 | -105 | -46.67% | Q3 2026 | Nov 04, 2026 |
| Breakwater Investment Management | History | New | 100 | 2 | 0.0% | — | 586 | +100 | New | Q3 2026 | Oct 20, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 113 | 2 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 138 | 2 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 120 | 2 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Colonial Trust Co / SC | History | No change | 102 | 2 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 136 | 2 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 130 | 2 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 145 | 2 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advocate Investing Services LLC | History | No change | 120 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Balance Wealth Partners LLC | History | New | 86 | 1 | 0.0% | — | 598 | +86 | New | Q3 2026 | Oct 27, 2026 |
| DeDora Capital, Inc. | History | New | 78 | 1 | 0.0% | — | 597 | +78 | New | Q3 2026 | Oct 26, 2026 |
| Nvest Wealth Strategies, Inc. | History | Added to | 62 | 1 | 0.0% | — | 596 | +31 | 100.0% | Q3 2026 | Oct 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 66 | 1 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Noble Wealth Management PBC | History | No change | 80 | 1 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| WPG Advisers, LLC | History | No change | 82 | 1 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Myriad Asset Management Advisors LLC | History | Closed out | 0 | 0 | — | 0.76% | — | -161,926 | -100.0% | Q3 2026 | Nov 03, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -80,948 | -100.0% | Q3 2026 | Oct 16, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,519 | -100.0% | Q3 2026 | Oct 26, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -33,376 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -30,358 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,470 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Convergence Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,359 | -100.0% | Q3 2026 | Oct 27, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,380 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,876 | -100.0% | Q3 2026 | Oct 16, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,030 | -100.0% | Q3 2026 | Oct 21, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -787 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -479 | -100.0% | Q3 2026 | Nov 04, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -358 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2026 | Oct 20, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q3 2026 | Nov 03, 2026 |
| TRUST CO OF VERMONT | History | New | 31 | 0 | — | — | — | +31 | New | Q3 2026 | Oct 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q3 2026 | Oct 23, 2026 |
| GODSEY & GIBB, INC | History | Added to | 23 | 0 | — | — | — | +13 | 130.0% | Q3 2026 | Oct 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Mosley Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |