NATIONAL GRID PLC - NGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 4,812,152 | 398,783 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 4,730,132 | 391,986 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,711,225 | 310,852 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 3,575,054 | 296,264 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 2,444,770 | 202,598 | 0.23% | 0.23% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FEDERATED HERMES, INC. | History | No change | 2,397,738 | 198,700 | 0.29% | 0.29% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,272,626 | 188,650 | 0.08% | 0.08% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 2,191,417 | 183,553 | 0.33% | 0.33% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,176,462 | 180,363 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,165,393 | 179,446 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,099,207 | 173,959 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,894,298 | 156,980 | 0.22% | 0.22% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,851,040 | 153,395 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 1,536,450 | 127,325 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILFORD FUNDS LTD | History | No change | 1,529,471 | 126,747 | 2.06% | 2.06% | 15 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,463,830 | 121,307 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,459,378 | 120,938 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 1,345,982 | 111,544 | 0.78% | 0.78% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 1,079,413 | 89,450 | 0.17% | 0.17% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Standard Investments LLC | History | No change | 925,000 | 76,654 | 3.97% | 3.97% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 987,905 | 74,902 | 0.01% | 0.01% | 21 | +72,066 | 7.87% | Q3 2026 | Nov 04, 2026 |
| LPL Financial LLC | History | No change | 872,761 | 72,325 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cullen Capital Management, LLC | History | No change | 815,548 | 67,584 | 0.66% | 0.66% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 688,532 | 57,058 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 590,240 | 48,913 | 0.53% | 0.53% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 564,827 | 46,807 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 479,737 | 39,647 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 455,287 | 37,729 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 451,679 | 37,430 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 444,926 | 36,871 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 429,028 | 35,553 | 0.19% | 0.19% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 372,089 | 30,835 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 367,231 | 30,432 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 362,437 | 30,035 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 356,707 | 29,560 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 329,449 | 27,301 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | Added to | 359,541 | 27,260 | 2.67% | 2.7% | 37 | +57,564 | 19.06% | Q3 2026 | Oct 23, 2026 |
| Nuveen, LLC | History | No change | 309,958 | 25,212 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 317,204 | 24,050 | 0.29% | 0.26% | 39 | +62,127 | 24.36% | Q3 2026 | Oct 05, 2026 |
| Bank of New York Mellon Corp | History | No change | 276,705 | 22,930 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beck Bode, LLC | History | No change | 220,124 | 18,241 | 2.76% | 2.76% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 219,968 | 18,228 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 204,600 | 16,955 | 0.32% | 0.32% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 199,343 | 16,519 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 191,014 | 15,829 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 204,420 | 15,499 | 0.02% | 0.02% | 46 | +9,840 | 5.06% | Q3 2026 | Oct 30, 2026 |
| Creative Planning | History | Added to | 203,840 | 15,455 | 0.01% | 0.01% | 47 | +2,826 | 1.41% | Q3 2026 | Nov 02, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 198,844 | 15,076 | 0.57% | 0.51% | 48 | +4,800 | 2.47% | Q3 2026 | Oct 28, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 174,115 | 14,982 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 160,049 | 13,263 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 159,614 | 13,227 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 153,204 | 12,696 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 136,087 | 11,304 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 130,538 | 10,817 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearbridge Investments, LLC | History | No change | 129,424 | 10,725 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guardian Partners Inc. | History | Reduced | 141,440 | 10,723 | 0.95% | 1.07% | 56 | -1,870 | -1.3% | Q3 2026 | Oct 21, 2026 |
| Tidal Investments LLC | History | No change | 127,969 | 10,604 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 139,139 | 10,549 | 0.11% | 0.12% | 58 | +2,954 | 2.17% | Q3 2026 | Oct 27, 2026 |
| GABELLI FUNDS LLC | History | No change | 119,300 | 9,886 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 128,488 | 9,741 | 0.13% | 0.14% | 60 | -4,601 | -3.46% | Q3 2026 | Oct 21, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 126,954 | 9,625 | 0.26% | 0.28% | 61 | -849 | -0.66% | Q3 2026 | Oct 26, 2026 |
| M&T BANK CORP | History | No change | 112,638 | 9,334 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 109,112 | 9,042 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Point72 Asset Management, L.P. | History | No change | 108,332 | 8,977 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GQG Partners LLC | History | No change | 101,755 | 8,432 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 100,641 | 8,340 | 1.36% | 1.36% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| XTX Topco Ltd | History | No change | 100,601 | 8,336 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 99,975 | 8,284 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 90,516 | 7,501 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 89,486 | 7,415 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Corient Private Wealth LP | History | No change | 86,620 | 7,179 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 85,140 | 7,055 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 84,638 | 7,013 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Innovations LLC | History | No change | 84,370 | 6,992 | 1.82% | 1.82% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 81,806 | 6,764 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 88,715 | 6,726 | 0.03% | 0.03% | 76 | +12,852 | 16.94% | Q3 2026 | Oct 14, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 80,618 | 6,680 | 0.7% | 0.7% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 80,498 | 6,670 | 0.4% | 0.4% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 78,329 | 6,491 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 76,696 | 6,355 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | Added to | 79,870 | 6,055 | 0.06% | 0.06% | 81 | +12,625 | 18.77% | Q3 2026 | Oct 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 78,318 | 5,938 | 0.01% | 0.01% | 82 | -1,931 | -2.41% | Q3 2026 | Nov 02, 2026 |
| HighTower Advisors, LLC | History | No change | 66,567 | 5,516 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 66,003 | 5,469 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 64,865 | 5,376 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 70,452 | 5,341 | 0.74% | 0.79% | 86 | +840 | 1.21% | Q3 2026 | Oct 13, 2026 |
| Gradient Investments LLC | History | Added to | 69,880 | 5,298 | 0.08% | 0.07% | 87 | +4,841 | 7.44% | Q3 2026 | Oct 08, 2026 |
| LMR Partners LLP | History | No change | 62,901 | 5,212 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 62,191 | 5,153 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MARSHALL WACE, LLP | History | No change | 62,059 | 5,142 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 61,001 | 5,055 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 59,810 | 4,956 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 64,554 | 4,894 | 0.09% | 0.09% | 93 | +6,915 | 12.0% | Q3 2026 | Oct 28, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 64,280 | 4,873 | 0.24% | 0.25% | 94 | +2,490 | 4.03% | Q3 2026 | Oct 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 64,266 | 4,840 | 0.01% | 0.0% | 95 | +45,169 | 236.52% | Q3 2026 | Oct 16, 2026 |
| Mariner, LLC | History | No change | 58,137 | 4,818 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TriCert Investment Counsel Inc. | History | No change | 56,745 | 4,702 | 0.44% | 0.44% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 56,586 | 4,689 | 0.66% | 0.66% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Added to | 59,733 | 4,528 | 0.0% | 0.0% | 99 | +9,954 | 20.0% | Q3 2026 | Nov 04, 2026 |
| CIBC Asset Management Inc | History | Added to | 59,341 | 4,496 | 0.01% | 0.01% | 100 | +4,066 | 7.36% | Q3 2026 | Nov 05, 2026 |
| Cerity Partners LLC | History | No change | 54,091 | 4,482 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 53,518 | 4,435 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 57,145 | 4,332 | 0.16% | 0.17% | 103 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Added to | 56,723 | 4,300 | 0.01% | 0.01% | 104 | +9,272 | 19.54% | Q3 2026 | Oct 21, 2026 |
| Vident Advisory, LLC | History | No change | 50,224 | 4,162 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Old Port Advisors | History | Added to | 51,163 | 3,879 | 0.78% | 0.83% | 106 | +192 | 0.38% | Q3 2026 | Oct 23, 2026 |
| First Bank & Trust | History | Added to | 51,056 | 3,870 | 0.56% | 0.59% | 107 | +2,983 | 6.21% | Q3 2026 | Oct 16, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 50,687 | 3,843 | 0.59% | 0.61% | 108 | +1,042 | 2.1% | Q3 2026 | Oct 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 46,202 | 3,829 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 46,067 | 3,816 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Callan Family Office, LLC | History | No change | 45,669 | 3,784 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantbot Technologies LP | History | No change | 44,883 | 3,719 | 0.15% | 0.15% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 44,004 | 3,646 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 42,346 | 3,509 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 42,180 | 3,496 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 42,117 | 3,490 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 45,776 | 3,471 | 0.02% | 0.02% | 117 | +4,679 | 11.39% | Q3 2026 | Oct 26, 2026 |
| 1832 Asset Management L.P. | History | No change | 41,619 | 3,448 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 40,300 | 3,339 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 39,795 | 3,297 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 37,747 | 3,128 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 40,638 | 3,081 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Russell Investments Group, Ltd. | History | No change | 35,824 | 2,968 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 34,479 | 2,857 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 36,107 | 2,824 | 0.08% | 0.08% | 125 | -8 | -0.02% | Q3 2026 | Oct 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 36,848 | 2,793 | 0.01% | 0.01% | 126 | +9,274 | 33.63% | Q3 2026 | Nov 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,382 | 2,728 | 0.0% | 0.0% | 127 | +4,082 | 13.04% | Q3 2026 | Oct 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 34,007 | 2,578 | 0.02% | 0.03% | 128 | +6,175 | 22.19% | Q3 2026 | Oct 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 33,513 | 2,540 | 0.08% | 0.08% | 129 | +1,969 | 6.24% | Q3 2026 | Oct 14, 2026 |
| Focus Partners Wealth | History | No change | 30,612 | 2,537 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 33,240 | 2,520 | 0.11% | 0.23% | 131 | -32,849 | -49.7% | Q3 2026 | Oct 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 29,602 | 2,453 | 0.13% | 0.13% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 28,864 | 2,391 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Henry James International Management Inc. | History | Added to | 31,507 | 2,388 | 0.72% | 0.76% | 134 | +762 | 2.48% | Q3 2026 | Oct 14, 2026 |
| Engineers Gate Manager LP | History | No change | 28,117 | 2,330 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 29,520 | 2,238 | 0.7% | 0.69% | 136 | +3,508 | 13.49% | Q3 2026 | Oct 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 26,850 | 2,225 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 26,656 | 2,209 | 0.09% | 0.09% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bollard Group LLC | History | No change | 26,342 | 2,183 | 0.07% | 0.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 26,312 | 2,180 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Naviter Wealth, LLC | History | No change | 25,630 | 2,178 | 0.2% | 0.2% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Perpetual Ltd | History | No change | 28,478 | 2,159 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 26,007 | 2,155 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bleakley Financial Group, LLC | History | No change | 26,010 | 2,155 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ethic Inc. | History | Reduced | 27,921 | 2,116 | 0.02% | 0.03% | 145 | -3,358 | -10.74% | Q3 2026 | Nov 03, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 25,351 | 2,100 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 24,531 | 2,032 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 24,192 | 2,004 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 23,435 | 1,942 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CHOREO, LLC | History | Reduced | 25,535 | 1,936 | 0.02% | 0.02% | 150 | -1,192 | -4.46% | Q3 2026 | Oct 28, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 62,150 | 1,909 | 0.45% | 0.45% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 22,774 | 1,887 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BESSEMER GROUP INC | History | No change | 22,619 | 1,874 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fisher Asset Management, LLC | History | No change | 22,537 | 1,867 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 24,599 | 1,865 | 0.02% | 0.03% | 155 | +727 | 3.05% | Q3 2026 | Oct 23, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 22,309 | 1,848 | 0.15% | 0.15% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Global Investments | History | Added to | 24,284 | 1,841 | 0.09% | 0.11% | 157 | +568 | 2.4% | Q3 2026 | Oct 28, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,192 | 1,839 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | Added to | 24,182 | 1,833 | 0.0% | 0.01% | 159 | +236 | 0.99% | Q3 2026 | Nov 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 23,971 | 1,817 | 0.03% | 0.04% | 160 | -671 | -2.72% | Q3 2026 | Nov 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 20,946 | 1,735 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 22,878 | 1,734 | 0.07% | 0.09% | 162 | +1,754 | 8.3% | Q3 2026 | Oct 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 20,896 | 1,731 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 20,344 | 1,730 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 20,560 | 1,703 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,563 | 1,635 | 0.0% | 0.0% | 166 | -1,283 | -5.62% | Q3 2026 | Nov 02, 2026 |
| PRAIRIE ADVISORY, LLC | History | Added to | 21,312 | 1,615 | 0.19% | 0.21% | 167 | +10,656 | 100.0% | Q3 2026 | Oct 19, 2026 |
| Walleye Capital LLC | History | No change | 19,440 | 1,610 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Pacific Financial | History | Added to | 20,555 | 1,558 | 0.16% | 0.2% | 169 | +437 | 2.17% | Q3 2026 | Oct 14, 2026 |
| Northside Capital Management, LLC | History | Reduced | 20,249 | 1,535 | 0.12% | 0.18% | 170 | -5,556 | -21.53% | Q3 2026 | Oct 13, 2026 |
| SYON CAPITAL LLC | History | No change | 17,458 | 1,446 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JCIC Asset Management Inc. | History | Reduced | 18,844 | 1,428 | 0.58% | 0.83% | 172 | -13,336 | -41.44% | Q3 2026 | Oct 30, 2026 |
| INTRUST BANK NA | History | No change | 17,177 | 1,423 | 0.11% | 0.11% | 173 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 16,940 | 1,403 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 16,457 | 1,381 | 0.03% | 0.03% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jain Global LLC | History | No change | 16,486 | 1,366 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 18,006 | 1,365 | 0.01% | 0.01% | 177 | +510 | 2.91% | Q3 2026 | Nov 05, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,521 | 1,328 | 0.01% | 0.01% | 178 | +2,409 | 15.94% | Q3 2026 | Oct 27, 2026 |
| LOM Asset Management Ltd | History | No change | 15,904 | 1,317 | 0.34% | 0.34% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Walleye Trading LLC | History | No change | 15,023 | 1,244 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compound Planning, Inc. | History | No change | 15,019 | 1,244 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Qtron Investments LLC | History | No change | 15,005 | 1,243 | 0.17% | 0.17% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | Added to | 16,151 | 1,224 | 0.02% | 0.02% | 183 | +2,224 | 15.97% | Q3 2026 | Oct 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,145 | 1,216 | 0.0% | 0.0% | 184 | +609 | 3.92% | Q3 2026 | Nov 04, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 16,001 | 1,213 | 0.46% | 0.48% | 185 | -239 | -1.47% | Q3 2026 | Oct 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,903 | 1,205 | 0.01% | 0.01% | 186 | +680 | 4.47% | Q3 2026 | Oct 23, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 14,167 | 1,174 | 0.19% | 0.19% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 14,007 | 1,160 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,667 | 1,132 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 14,823 | 1,123 | 0.02% | 0.02% | 190 | +297 | 2.04% | Q3 2026 | Oct 23, 2026 |
| Storgate, LLC | History | No change | 13,365 | 1,107 | 0.23% | 0.23% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 13,300 | 1,102 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Temasek Holdings (Private) Ltd | History | New | 14,402 | 1,091 | 0.0% | — | 193 | +14,402 | New | Q3 2026 | Oct 28, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Added to | 14,330 | 1,086 | 0.14% | 0.14% | 194 | +1,255 | 9.6% | Q3 2026 | Oct 19, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 12,974 | 1,075 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Herold Advisors, Inc. | History | Reduced | 13,918 | 1,055 | 0.21% | 0.23% | 196 | -207 | -1.47% | Q3 2026 | Oct 19, 2026 |
| GeoWealth Management, LLC | History | No change | 12,583 | 1,042 | 0.03% | 0.03% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 13,714 | 1,039 | 0.37% | 0.39% | 198 | +912 | 7.12% | Q3 2026 | Oct 14, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | Reduced | 13,683 | 1,037 | 0.4% | 0.46% | 200 | -49 | -0.36% | Q3 2026 | Oct 20, 2026 |
| NewEdge Wealth, LLC | History | No change | 12,525 | 1,037 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Argent Trust Co | History | No change | 12,372 | 1,025 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,102 | 1,002 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 12,071 | 1,000 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,012 | 995 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abel Hall, LLC | History | Reduced | 13,104 | 993 | 0.18% | 0.29% | 205 | -6,856 | -34.35% | Q3 2026 | Oct 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 13,072 | 991 | 0.01% | 0.01% | 206 | -874 | -6.27% | Q3 2026 | Oct 16, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 12,714 | 963 | 0.05% | 0.05% | 207 | -200 | -1.55% | Q3 2026 | Oct 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 11,345 | 950 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONNABLE OFFICE INC | History | No change | 11,420 | 946 | 0.08% | 0.08% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 11,397 | 944 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 11,310 | 937 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 12,287 | 931 | 0.2% | 0.18% | 213 | +2,515 | 25.74% | Q3 2026 | Oct 08, 2026 |
| STATE STREET CORP | History | No change | 10,953 | 931 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Strategic Investment Advisors / MI | History | No change | 11,141 | 923 | 0.06% | 0.06% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manske Wealth Management | History | Reduced | 12,023 | 911 | 0.21% | 0.25% | 215 | -40 | -0.33% | Q3 2026 | Oct 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 11,854 | 898 | 0.04% | 0.05% | 216 | -325 | -2.67% | Q3 2026 | Oct 26, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 10,512 | 894 | 0.13% | 0.13% | 217 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 11,786 | 893 | 0.05% | — | 218 | +11,786 | New | Q3 2026 | Oct 30, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 11,639 | 882 | 0.09% | 0.1% | 219 | -320 | -2.68% | Q3 2026 | Oct 22, 2026 |
| Optiver Holding B.V. | History | No change | 10,646 | 882 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 10,614 | 879 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PFG Investments, LLC | History | No change | 10,485 | 868 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 10,445 | 865 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 52,223 | 864 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,380 | 860 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 11,275 | 854 | 0.06% | 0.05% | 226 | +3,128 | 38.39% | Q3 2026 | Oct 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 10,247 | 849 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 11,163 | 846 | 0.04% | 0.06% | 228 | -573 | -4.88% | Q3 2026 | Nov 02, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,062 | 833 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,961 | 831 | 0.0% | 0.01% | 230 | -9,127 | -45.44% | Q3 2026 | Nov 04, 2026 |
| Venturi Wealth Management, LLC | History | No change | 10,017 | 830 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 10,659 | 808 | 0.03% | 0.04% | 232 | +1,582 | 17.43% | Q3 2026 | Oct 13, 2026 |
| Arax Advisory Partners | History | No change | 9,592 | 794 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Virtu Financial LLC | History | No change | 9,514 | 788 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Code Waechter LLC | History | Reduced | 10,000 | 758 | 0.36% | 0.44% | 235 | -361 | -3.48% | Q3 2026 | Oct 23, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,937 | 753 | 0.02% | 0.02% | 236 | +261 | 2.7% | Q3 2026 | Oct 21, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 9,813 | 744 | 0.23% | 0.25% | 237 | +80 | 0.82% | Q3 2026 | Oct 19, 2026 |
| DV EQUITIES, LLC | History | No change | 8,702 | 721 | 0.1% | 0.1% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 9,509 | 720 | 0.16% | 0.17% | 239 | -40 | -0.42% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,669 | 718 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,656 | 717 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 8,650 | 716 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 8,632 | 715 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,592 | 712 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 8,425 | 711 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 9,319 | 706 | 0.23% | 0.31% | 247 | -1,089 | -10.46% | Q3 2026 | Oct 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,520 | 706 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,256 | 701 | 0.01% | 0.01% | 248 | +193 | 2.13% | Q3 2026 | Oct 26, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 8,461 | 701 | 0.07% | 0.07% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,385 | 694 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 8,286 | 692 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aberdeen Group plc | History | No change | 8,200 | 679 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,951 | 678 | 0.01% | 0.01% | 253 | +529 | 6.28% | Q3 2026 | Oct 30, 2026 |
| Optas, LLC | History | No change | 8,186 | 678 | 0.09% | 0.09% | 254 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 8,142 | 674 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Point Inc. | History | Added to | 8,798 | 667 | 0.05% | 0.06% | 256 | +104 | 1.2% | Q3 2026 | Oct 27, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,911 | 655 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FDx Advisors, Inc. | History | No change | 7,887 | 654 | 0.2% | 0.2% | 258 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Ballentine Partners, LLC | History | No change | 7,855 | 650 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 7,804 | 646 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 8,469 | 642 | 0.02% | 0.03% | 262 | -3,319 | -28.16% | Q3 2026 | Oct 13, 2026 |
| Merit Financial Group, LLC | History | No change | 7,758 | 642 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 8,461 | 641 | 0.02% | 0.02% | 263 | +911 | 12.07% | Q3 2026 | Oct 28, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 8,459 | 641 | 0.17% | 0.18% | 264 | +163 | 1.96% | Q3 2026 | Oct 13, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 8,415 | 638 | 0.12% | 0.15% | 265 | +38 | 0.45% | Q3 2026 | Oct 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 7,701 | 638 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Savvy Advisors, Inc. | History | No change | 7,557 | 626 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GUARDIAN CAPITAL LP | History | No change | 7,508 | 622 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 8,129 | 616 | 0.01% | 0.02% | 269 | -4,668 | -36.48% | Q3 2026 | Oct 28, 2026 |
| Future Fund LLC | History | No change | 7,393 | 612 | 0.18% | 0.18% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 7,369 | 610 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 7,929 | 601 | 0.11% | 0.12% | 272 | +43 | 0.55% | Q3 2026 | Oct 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,905 | 599 | 0.0% | 0.01% | 273 | +58 | 0.74% | Q3 2026 | Oct 08, 2026 |
| Quantum Private Wealth, LLC | History | No change | 7,865 | 596 | 0.15% | 0.17% | 274 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Lantz Financial LLC | History | Added to | 7,859 | 595 | 0.11% | 0.1% | 275 | +963 | 13.96% | Q3 2026 | Oct 15, 2026 |
| Private Advisor Group, LLC | History | No change | 7,171 | 594 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 7,036 | 583 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Versant Capital Management, Inc | History | Reduced | 7,659 | 580 | 0.05% | 0.07% | 279 | -1,491 | -16.3% | Q3 2026 | Oct 01, 2026 |
| HBK Sorce Advisory LLC | History | No change | 7,237 | 580 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 7,552 | 572 | 0.06% | 0.05% | 280 | +1,180 | 18.52% | Q3 2026 | Oct 27, 2026 |
| IFP Advisors, Inc | History | Added to | 7,508 | 569 | 0.01% | 0.01% | 281 | +2,462 | 48.79% | Q3 2026 | Oct 16, 2026 |
| J.Safra Asset Management Corp | History | Added to | 7,372 | 558 | 0.02% | 0.03% | 282 | +102 | 1.4% | Q3 2026 | Nov 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,929 | 525 | 0.01% | 0.01% | 283 | +433 | 6.67% | Q3 2026 | Oct 22, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 6,912 | 524 | 0.1% | 0.12% | 284 | -485 | -6.56% | Q3 2026 | Oct 26, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,873 | 521 | 0.01% | 0.01% | 285 | -234 | -3.29% | Q3 2026 | Oct 22, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 6,280 | 520 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 6,212 | 514 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,752 | 511 | 0.01% | 0.01% | 288 | -1,045 | -13.4% | Q3 2026 | Oct 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 6,752 | 511 | 0.02% | 0.02% | 289 | +630 | 10.29% | Q3 2026 | Oct 23, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,142 | 508 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 6,085 | 504 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Reduced | 6,585 | 499 | 0.14% | 0.16% | 292 | -61 | -0.92% | Q3 2026 | Oct 19, 2026 |
| Centiva Capital, LP | History | No change | 5,993 | 496 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 5,971 | 494 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 5,946 | 492 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,895 | 488 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 6,272 | 475 | 0.01% | 0.01% | 298 | -710 | -10.17% | Q3 2026 | Oct 22, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 5,734 | 475 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Park Place Capital Corp | History | No change | 5,727 | 474 | 0.08% | 0.08% | 299 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,703 | 472 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 6,194 | 469 | 0.01% | 0.01% | 301 | +994 | 19.12% | Q3 2026 | Nov 03, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 6,179 | 468 | 0.1% | 0.11% | 302 | +65 | 1.06% | Q3 2026 | Oct 16, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 6,056 | 459 | 0.01% | 0.01% | 303 | +782 | 14.83% | Q3 2026 | Oct 08, 2026 |
| XPONANCE LLC | History | Added to | 6,049 | 458 | 0.0% | 0.0% | 304 | +836 | 16.04% | Q3 2026 | Nov 03, 2026 |
| Bridgefront Capital, LLC | History | No change | 5,510 | 456 | 0.12% | 0.12% | 305 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 5,692 | 452 | 0.24% | 0.24% | 306 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'ROURKE & COMPANY, Inc | History | No change | 5,442 | 451 | 0.16% | 0.16% | 307 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | No change | 5,385 | 446 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 5,815 | 440 | 0.14% | 0.15% | 309 | +127 | 2.23% | Q3 2026 | Oct 23, 2026 |
| Summit Financial, LLC | History | No change | 5,255 | 435 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First County Bank /CT/ | History | Reduced | 5,706 | 432 | 0.2% | 0.28% | 311 | -1,536 | -21.21% | Q3 2026 | Oct 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,189 | 430 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 5,177 | 429 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 5,616 | 425 | 0.02% | 0.03% | 314 | -946 | -14.42% | Q3 2026 | Oct 20, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 5,095 | 422 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 5,057 | 419 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,009 | 417 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 5,209 | 411 | 0.01% | 0.01% | 318 | +880 | 20.33% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,209 | 411 | 0.01% | 0.01% | 319 | +880 | 20.33% | Q3 2026 | Oct 20, 2026 |
| Quantum Portfolio Management LLC | History | No change | 4,921 | 407 | 0.15% | 0.15% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 5,362 | 406 | 0.02% | 0.02% | 321 | +248 | 4.85% | Q3 2026 | Oct 26, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Added to | 5,244 | 397 | 0.01% | 0.01% | 322 | +202 | 4.01% | Q3 2026 | Oct 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 4,779 | 396 | 0.03% | 0.03% | 323 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4,755 | 394 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,134 | 389 | 0.01% | 0.01% | 325 | -282 | -5.21% | Q3 2026 | Nov 03, 2026 |
| VIKING FUND MANAGEMENT LLC | History | No change | 5,000 | 379 | 0.03% | 0.04% | 326 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 4,566 | 378 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hexagon Capital Partners LLC | History | No change | 4,532 | 375 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,505 | 373 | 0.05% | 0.06% | 329 | -94 | -2.04% | Q3 2026 | Nov 03, 2026 |
| EP Wealth Advisors, LLC | History | No change | 4,465 | 370 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frec Markets, Inc. | History | No change | 4,393 | 364 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,785 | 362 | 0.01% | 0.01% | 332 | +31 | 0.65% | Q3 2026 | Nov 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 4,341 | 360 | 0.08% | 0.08% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,713 | 355 | 0.02% | 0.02% | 334 | +1,730 | 58.0% | Q3 2026 | Oct 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 4,274 | 354 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 4,224 | 350 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 4,227 | 350 | 0.17% | 0.17% | 337 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sky Investment Group LLC | History | New | 4,590 | 348 | 0.04% | — | 338 | +4,590 | New | Q3 2026 | Oct 30, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 4,570 | 346 | 0.19% | — | 339 | +4,570 | New | Q3 2026 | Nov 02, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 4,168 | 345 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,520 | 342 | 0.01% | 0.02% | 341 | -384 | -7.83% | Q3 2026 | Oct 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 4,498 | 341 | 0.05% | 0.07% | 342 | -413 | -8.41% | Q3 2026 | Oct 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 4,445 | 337 | 0.05% | 0.05% | 343 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Blueshift Asset Management, LLC | History | No change | 4,037 | 334 | 0.08% | 0.08% | 344 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | Added to | 4,332 | 328 | 0.03% | 0.03% | 345 | +105 | 2.48% | Q3 2026 | Oct 08, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,955 | 327 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| R Squared Ltd | History | No change | 3,921 | 324 | 0.17% | 0.17% | 347 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| May Hill Capital, LLC | History | Reduced | 4,263 | 323 | 0.06% | 0.08% | 348 | -532 | -11.09% | Q3 2026 | Nov 02, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,821 | 320 | 0.0% | 0.01% | 350 | -5,336 | -58.27% | Q3 2026 | Nov 04, 2026 |
| PDS Planning, Inc | History | Reduced | 4,224 | 320 | 0.02% | 0.02% | 349 | -24 | -0.56% | Q3 2026 | Nov 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 3,853 | 319 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,841 | 318 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 3,827 | 317 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 3,816 | 316 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,790 | 314 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 4,130 | 313 | 0.01% | 0.02% | 356 | +429 | 11.59% | Q3 2026 | Oct 28, 2026 |
| Elequin Capital, LP | History | No change | 3,784 | 313 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LGT Group Foundation | History | No change | 3,770 | 312 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 3,760 | 311 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 4,073 | 308 | 0.02% | 0.02% | 360 | +189 | 4.87% | Q3 2026 | Oct 16, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 4,001 | 303 | 0.08% | 0.08% | 361 | +161 | 4.19% | Q3 2026 | Oct 19, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,642 | 301 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 3,639 | 301 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,957 | 300 | 0.01% | 0.01% | 364 | +1,099 | 38.45% | Q3 2026 | Oct 23, 2026 |
| Net Worth Advisory Group | History | Added to | 3,966 | 298 | 0.08% | 0.07% | 366 | +553 | 16.2% | Q3 2026 | Oct 19, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 3,599 | 298 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,906 | 296 | 0.01% | 0.01% | 367 | +442 | 12.76% | Q3 2026 | Nov 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 3,867 | 293 | 0.0% | 0.0% | 368 | +800 | 26.08% | Q3 2026 | Oct 23, 2026 |
| Texas Yale Capital Corp. | History | No change | 3,525 | 292 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 3,800 | 288 | 0.02% | 0.02% | 370 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| DRW Securities, LLC | History | No change | 3,453 | 286 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KINTRA WEALTH, LLC | History | No change | 3,524 | 286 | 0.01% | 0.01% | 372 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 3,771 | 285 | 0.0% | 0.0% | 373 | -1,393 | -26.98% | Q3 2026 | Oct 29, 2026 |
| Mattson Financial Services, LLC | History | No change | 3,459 | 285 | 0.06% | 0.06% | 374 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Graney & King, LLC | History | No change | 3,447 | 285 | 0.1% | 0.1% | 375 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Reduced | 3,691 | 279 | 0.02% | 0.02% | 377 | -166 | -4.3% | Q3 2026 | Oct 26, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 3,682 | 279 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,337 | 276 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 3,267 | 276 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | No change | 3,318 | 274 | 0.18% | 0.18% | 380 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| 71 West Capital Partners | History | Added to | 3,594 | 272 | 0.01% | 0.01% | 381 | +639 | 21.62% | Q3 2026 | Nov 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 3,227 | 267 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Wedmont Private Capital | History | Added to | 3,453 | 266 | 0.01% | 0.01% | 384 | +705 | 25.66% | Q3 2026 | Oct 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,518 | 266 | 0.0% | 0.0% | 383 | +298 | 9.25% | Q3 2026 | Oct 27, 2026 |
| Brown Financial Advisors | History | No change | 3,219 | 266 | 0.09% | 0.09% | 385 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,208 | 265 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAI Capital Management | History | No change | 3,131 | 259 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 3,101 | 256 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 3,366 | 255 | 0.07% | 0.07% | 390 | +321 | 10.54% | Q3 2026 | Nov 02, 2026 |
| Calydon Capital | History | No change | 3,085 | 255 | 0.04% | 0.04% | 389 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset One Wealth Management LLC | History | New | 3,329 | 252 | 0.02% | — | 391 | +3,329 | New | Q3 2026 | Nov 02, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,234 | 245 | 0.0% | — | 392 | +3,234 | New | Q3 2026 | Oct 21, 2026 |
| Focus Financial Network, Inc. | History | New | 3,220 | 244 | 0.01% | — | 394 | +3,220 | New | Q3 2026 | Oct 14, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 3,225 | 244 | 0.05% | 0.06% | 393 | +157 | 5.12% | Q3 2026 | Oct 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,209 | 243 | 0.05% | 0.06% | 395 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Arkadios Wealth Advisors | History | No change | 2,920 | 242 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,911 | 241 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 2,889 | 239 | 0.01% | 0.01% | 398 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| PURSUIT WEALTH STRATEGIES, LLC | History | No change | 2,857 | 236 | 0.31% | 0.31% | 399 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 3,098 | 234 | 0.03% | — | 400 | +3,098 | New | Q3 2026 | Oct 30, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 2,789 | 231 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GTS SECURITIES LLC | History | No change | 2,793 | 231 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,788 | 231 | 0.06% | 0.06% | 403 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LongView Wealth Management | History | No change | 3,047 | 231 | 0.06% | 0.06% | 404 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 3,018 | 228 | 0.0% | 0.0% | 405 | -92 | -2.96% | Q3 2026 | Nov 03, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 2,993 | 226 | 0.02% | 0.03% | 406 | -410 | -12.05% | Q3 2026 | Nov 03, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 2,710 | 225 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINTON GROUP Ltd | History | No change | 2,700 | 223 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Phillips Wealth Planners LLC | History | No change | 2,667 | 221 | 0.16% | 0.16% | 409 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Claro Advisors Inc. | History | New | 2,896 | 219 | 0.02% | — | 410 | +2,896 | New | Q3 2026 | Nov 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,605 | 215 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clayton Partners LLC | History | No change | 2,591 | 214 | 0.14% | 0.14% | 412 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,585 | 214 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Family Office, LLC | History | No change | 2,590 | 214 | 0.11% | 0.11% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bridgewater Advisors Inc. | History | No change | 2,668 | 213 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,800 | 212 | 0.0% | 0.0% | 416 | +126 | 4.71% | Q3 2026 | Nov 03, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 2,785 | 211 | 0.17% | 0.17% | 417 | -915 | -24.73% | Q3 2026 | Oct 29, 2026 |
| Sovran Advisors, LLC | History | New | 2,502 | 210 | 0.01% | — | 419 | +2,502 | New | Q3 2026 | Oct 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,535 | 210 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 2,757 | 209 | 0.0% | 0.01% | 420 | +12 | 0.44% | Q3 2026 | Oct 23, 2026 |
| Composition Wealth, LLC | History | No change | 2,532 | 209 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| J.M. Arbour, LLC | History | New | 2,751 | 208 | 0.17% | — | 422 | +2,751 | New | Q3 2026 | Nov 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 2,500 | 207 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Granite Group Advisors, LLC | History | No change | 2,732 | 207 | 0.13% | 0.13% | 424 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Keel Point, LLC | History | No change | 2,481 | 205 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 2,471 | 204 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Csenge Advisory Group | History | New | 2,656 | 201 | 0.01% | — | 427 | +2,656 | New | Q3 2026 | Nov 04, 2026 |
| FLC Capital Advisors | History | No change | 2,420 | 200 | 0.03% | 0.03% | 428 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,383 | 180 | 0.07% | 0.07% | 429 | +255 | 11.98% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,140 | 177 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,325 | 176 | 0.01% | 0.01% | 431 | +238 | 11.4% | Q3 2026 | Oct 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,066 | 171 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cromwell Holdings LLC | History | Reduced | 2,253 | 170 | 0.08% | 0.09% | 433 | -227 | -9.15% | Q3 2026 | Oct 28, 2026 |
| Hilltop National Bank | History | No change | 2,197 | 166 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 1,877 | 155 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,853 | 153 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hartford Financial Management Inc. | History | No change | 2,000 | 151 | 0.03% | 0.04% | 437 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Bank of New Hampshire | History | No change | 1,914 | 145 | 0.03% | 0.03% | 438 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,640 | 135 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 1,581 | 119 | 0.01% | 0.01% | 440 | +66 | 4.36% | Q3 2026 | Oct 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,490 | 112 | 0.0% | 0.0% | 441 | +905 | 154.7% | Q3 2026 | Oct 14, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 1,447 | 109 | 0.01% | 0.01% | 442 | -12 | -0.82% | Q3 2026 | Oct 15, 2026 |
| BAYBAN | History | No change | 1,270 | 105 | 0.08% | 0.08% | 443 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,250 | 103 | 0.02% | 0.02% | 444 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,223 | 92 | 0.03% | 0.03% | 445 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 1,114 | 92 | 0.02% | 0.02% | 446 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,203 | 91 | 0.01% | 0.01% | 447 | -10 | -0.82% | Q3 2026 | Nov 02, 2026 |
| Truvestments Capital LLC | History | No change | 1,104 | 91 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,081 | 89 | 0.06% | 0.06% | 449 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EASTERN BANK | History | No change | 1,119 | 84 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,079 | 81 | 0.0% | 0.01% | 451 | -377 | -25.89% | Q3 2026 | Oct 09, 2026 |
| CENTRAL TRUST Co | History | No change | 973 | 80 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aventura Private Wealth, LLC | History | No change | 958 | 79 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 1,024 | 77 | 0.02% | 0.02% | 454 | +52 | 5.35% | Q3 2026 | Oct 20, 2026 |
| Larson Financial Group LLC | History | No change | 921 | 76 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUST CO OF VERMONT | History | Added to | 980 | 74 | 0.0% | 0.0% | 456 | +79 | 8.77% | Q3 2026 | Oct 21, 2026 |
| MTM Investment Management, LLC | History | No change | 964 | 73 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IFG Advisory, LLC | History | No change | 871 | 72 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 816 | 67 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 798 | 66 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First Command Advisory Services, Inc. | History | No change | 802 | 66 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 781 | 64 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 779 | 64 | 0.05% | 0.05% | 463 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 843 | 63 | 0.04% | 0.02% | 465 | +371 | 78.6% | Q3 2026 | Oct 30, 2026 |
| Community Bank, N.A. | History | No change | 768 | 63 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 740 | 61 | 0.04% | 0.04% | 466 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 707 | 58 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 736 | 55 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| True Wealth Design, LLC | History | Added to | 661 | 50 | 0.01% | 0.01% | 469 | +304 | 85.15% | Q3 2026 | Oct 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 651 | 49 | 0.0% | 0.0% | 470 | +82 | 14.41% | Q3 2026 | Oct 27, 2026 |
| Coston, McIsaac & Partners | History | No change | 577 | 47 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 598 | 45 | 0.02% | 0.01% | 472 | +266 | 80.12% | Q3 2026 | Oct 29, 2026 |
| FIRST HORIZON CORP | History | Reduced | 593 | 44 | 0.0% | 0.0% | 473 | -20 | -3.26% | Q3 2026 | Oct 26, 2026 |
| Geneos Wealth Management Inc. | History | No change | 526 | 43 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Point Wealth Management, LLC | History | No change | 559 | 42 | 0.03% | 0.04% | 475 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Root Financial Partners, LLC | History | New | 541 | 41 | 0.0% | — | 476 | +541 | New | Q3 2026 | Oct 21, 2026 |
| Heritage Family Offices, LLP | History | New | 525 | 39 | 0.01% | — | 478 | +525 | New | Q3 2026 | Nov 02, 2026 |
| ESL Trust Services, LLC | History | No change | 480 | 39 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 478 | 36 | 0.02% | 0.02% | 481 | +66 | 16.02% | Q3 2026 | Nov 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 475 | 36 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 435 | 36 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | New | 454 | 34 | 0.0% | — | 485 | +454 | New | Q3 2026 | Nov 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 459 | 34 | 0.0% | 0.0% | 482 | +2 | 0.44% | Q3 2026 | Oct 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 454 | 34 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Addison Advisors LLC | History | No change | 417 | 34 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathway Financial Advisers, LLC | History | New | 448 | 33 | 0.01% | — | 488 | +448 | New | Q3 2026 | Oct 26, 2026 |
| UMB Bank, n.a. | History | No change | 399 | 33 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 439 | 33 | 0.02% | 0.02% | 487 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 425 | 32 | 0.02% | — | 491 | +425 | New | Q3 2026 | Nov 03, 2026 |
| James T. Borello RIA | History | Added to | 433 | 32 | 0.01% | 0.0% | 490 | +145 | 50.35% | Q3 2026 | Oct 16, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 392 | 32 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 410 | 31 | 0.0% | 0.0% | 492 | +25 | 6.49% | Q3 2026 | Oct 23, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 351 | 29 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Bayforest Capital Ltd | History | Added to | 373 | 28 | 0.04% | 0.01% | 495 | +279 | 296.81% | Q3 2026 | Nov 03, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 377 | 28 | 0.0% | 0.0% | 494 | +43 | 12.87% | Q3 2026 | Oct 28, 2026 |
| Capital Analysts, LLC | History | No change | 319 | 27 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 351 | 26 | 0.01% | 0.0% | 498 | +280 | 394.37% | Q3 2026 | Oct 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 23,519 | 26 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ancora Advisors LLC | History | No change | 281 | 23 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 285 | 23 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 259 | 21 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avalon Trust Co | History | No change | 255 | 21 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 264 | 21 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DeDora Capital, Inc. | History | New | 275 | 20 | 0.0% | — | 506 | +275 | New | Q3 2026 | Oct 26, 2026 |
| Canton Hathaway, LLC | History | No change | 275 | 20 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 250 | 20 | 0.01% | 0.01% | 505 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 251 | 19 | 0.0% | 0.0% | 509 | +104 | 70.75% | Q3 2026 | Oct 08, 2026 |
| Smithfield Trust Co | History | No change | 222 | 19 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GW&K Investment Management, LLC | History | No change | 235 | 19 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 244 | 18 | 0.0% | 0.0% | 511 | +4 | 1.67% | Q3 2026 | Nov 03, 2026 |
| ST GERMAIN D J CO INC | History | No change | 227 | 18 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 222 | 18 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 246 | 18 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BLUELINE ADVISORS LLC | History | New | 233 | 17 | 0.01% | — | 517 | +233 | New | Q3 2026 | Oct 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 229 | 17 | 0.0% | 0.0% | 516 | +68 | 42.24% | Q3 2026 | Oct 19, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 236 | 17 | 0.0% | 0.0% | 515 | +24 | 11.32% | Q3 2026 | Oct 28, 2026 |
| Triumph Capital Management | History | No change | 228 | 17 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Planning Strategies Inc. | History | Added to | 213 | 16 | 0.01% | 0.01% | 521 | +28 | 15.14% | Q3 2026 | Oct 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 219 | 16 | 0.0% | 0.0% | 519 | +5 | 2.34% | Q3 2026 | Oct 20, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 16 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Citizens National Bank Trust Department | History | No change | 219 | 16 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 201 | 15 | 0.0% | — | 523 | +193 | 2412.5% | Q3 2026 | Oct 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 202 | 15 | 0.0% | 0.0% | 522 | +88 | 77.19% | Q3 2026 | Oct 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 186 | 15 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 189 | 14 | 0.0% | 0.0% | 525 | +15 | 8.62% | Q3 2026 | Nov 04, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 177 | 13 | 0.0% | 0.0% | 526 | +158 | 831.58% | Q3 2026 | Oct 15, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 175 | 13 | 0.0% | 0.0% | 527 | -36 | -17.06% | Q3 2026 | Oct 23, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 159 | 13 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 183 | 13 | 0.0% | 0.01% | 529 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Spire Wealth Management | History | No change | 182 | 13 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 169 | 12 | 0.0% | 0.0% | 531 | -413 | -70.96% | Q3 2026 | Oct 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 145 | 12 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 153 | 12 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 161 | 12 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| West Financial Advisors, LLC | History | New | 156 | 11 | 0.0% | — | 536 | +156 | New | Q3 2026 | Oct 22, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 158 | 11 | 0.0% | 0.0% | 535 | -14 | -8.14% | Q3 2026 | Oct 26, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 122 | 10 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 138 | 10 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Bogart Wealth, LLC | History | No change | 130 | 10 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 144 | 10 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Cornerstone Financial Management LLC | History | No change | 129 | 10 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Elyxium Wealth, LLC | History | New | 127 | 9 | 0.0% | — | 550 | +127 | New | Q3 2026 | Oct 27, 2026 |
| KFG LLC | History | New | 126 | 9 | 0.01% | — | 551 | +126 | New | Q3 2026 | Nov 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Added to | 129 | 9 | 0.0% | 0.0% | 547 | +3 | 2.38% | Q3 2026 | Nov 04, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 129 | 9 | 0.01% | 0.01% | 546 | +1 | 0.78% | Q3 2026 | Nov 02, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 111 | 9 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 121 | 9 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Activest Wealth Management | History | No change | 130 | 9 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| WealthCollab, LLC | History | No change | 109 | 9 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 121 | 9 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Purpose Unlimited Inc. | History | No change | 114 | 9 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ascentis Wealth Management, LLC | History | New | 109 | 8 | 0.0% | — | 555 | +109 | New | Q3 2026 | Nov 03, 2026 |
| WPG Advisers, LLC | History | Reduced | 111 | 8 | 0.0% | 0.01% | 554 | -3 | -2.63% | Q3 2026 | Oct 27, 2026 |
| SouthState Bank Corp | History | No change | 100 | 8 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 104 | 8 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | New | 104 | 7 | 0.0% | — | 562 | +104 | New | Q3 2026 | Oct 27, 2026 |
| Bangor Savings Bank | History | No change | 100 | 7 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 92 | 7 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Archer Investment Corp | History | No change | 100 | 7 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Basepoint Wealth LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PlanVest Financial, Inc | History | No change | 85 | 7 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | Added to | 83 | 6 | 0.0% | — | 568 | +77 | 1283.33% | Q3 2026 | Oct 14, 2026 |
| Coastline Trust Co | History | No change | 91 | 6 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 91 | 6 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 91 | 6 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rossby Financial, LCC | History | No change | 77 | 6 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 77 | 6 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 68 | 5 | 0.0% | 0.02% | 569 | -1,900 | -96.54% | Q3 2026 | Oct 29, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 70 | 5 | 0.0% | 0.0% | 570 | -5 | -6.67% | Q3 2026 | Oct 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 76 | 5 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 66 | 5 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 55 | 4 | 0.0% | 0.0% | 574 | -6 | -9.84% | Q3 2026 | Oct 28, 2026 |
| North Star Investment Management Corp. | History | No change | 55 | 4 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Capital Management Investments LLC | History | No change | 57 | 4 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Wiser Advisor Group LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Benson Wealth Management INC | History | No change | 60 | 4 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakworth Capital, Inc. | History | New | 47 | 3 | 0.0% | — | 584 | +47 | New | Q3 2026 | Oct 26, 2026 |
| JNBA Financial Advisors | History | No change | 50 | 3 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nemes Rush Group LLC | History | No change | 47 | 3 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 47 | 3 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 43 | 3 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GODSEY & GIBB, INC | History | New | 34 | 2 | 0.0% | — | 599 | +34 | New | Q3 2026 | Oct 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 33 | 2 | 0.0% | — | 592 | +21 | 175.0% | Q3 2026 | Oct 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 35 | 2 | 0.0% | 0.0% | 586 | +13 | 59.09% | Q3 2026 | Oct 29, 2026 |
| Noble Wealth Management PBC | History | Added to | 32 | 2 | 0.0% | 0.0% | 596 | +4 | 14.29% | Q3 2026 | Oct 01, 2026 |
| MOTCO | History | No change | 35 | 2 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CVA Family Office, LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 590 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Colonial Trust Co / SC | History | No change | 27 | 2 | 0.0% | 0.0% | 591 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Financial Perspectives, Inc | History | No change | 34 | 2 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Tidemark, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LRI Investments, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Park Square Financial Group, LLC | History | No change | 31 | 2 | 0.02% | 0.02% | 597 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allied Private Wealth LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Bancorp, Inc /ME/ | History | New | 25 | 1 | 0.0% | — | 614 | +25 | New | Q3 2026 | Oct 26, 2026 |
| Center for Financial Planning, Inc. | History | New | 17 | 1 | 0.0% | — | 615 | +17 | New | Q3 2026 | Oct 26, 2026 |
| Key FInancial Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Fortis Group Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| City State Bank | History | No change | 26 | 1 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Dunhill Financial, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arlington Trust Co LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Fairman Group, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| American Capital Advisory, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Dogwood Wealth Management LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Burk Holdings LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Key Capital Management, INC | History | No change | 18 | 1 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 17 | 1 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Downshift Financial, LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Highland Investment Advisors LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.7% | — | -214,300 | -100.0% | Q3 2026 | Nov 04, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,018 | -100.0% | Q3 2026 | Nov 05, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,760 | -100.0% | Q3 2026 | Oct 19, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,179 | -100.0% | Q3 2026 | Oct 22, 2026 |
| 55 North Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,421 | -100.0% | Q3 2026 | Oct 20, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,775 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Revolve Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,692 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Emerald Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,669 | -100.0% | Q3 2026 | Oct 13, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,572 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -2,468 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Resonant Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,431 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -2,427 | -100.0% | Q3 2026 | Oct 23, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -2,162 | -100.0% | Q3 2026 | Oct 30, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -1,435 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -408 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q3 2026 | Oct 13, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q3 2026 | Oct 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2026 | Oct 14, 2026 |
| WEST PACES ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 13, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q3 2026 | Oct 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 5 | 0 | — | 0.0% | — | -16 | -76.19% | Q3 2026 | Oct 23, 2026 |
| Trifecta Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q3 2026 | Oct 21, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 13 | 0 | — | — | — | +13 | New | Q3 2026 | Oct 21, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Gen-Wealth Partners Inc | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2026 | Nov 04, 2026 |
| StrongBox Wealth, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Nov 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q3 2026 | Oct 09, 2026 |
| Abound Wealth Management | History | Reduced | 4 | 0 | — | — | — | -4 | -50.0% | Q3 2026 | Oct 26, 2026 |
| CKW FINANCIAL GROUP | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 11 | 0 | — | — | — | -1 | -8.33% | Q3 2026 | Nov 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Horizon Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Cordant, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RMG Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Mosley Wealth Management | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MidFirst Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Monetary Solutions, Ltd | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |