NOMURA HOLDINGS INC - NMR
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 | Reduced | 13,150,384 | 128,610 | 0.04% | 0.03% | 1 | -13,035 | -0.1% | Q3 2026 | Nov 06, 2026 |
| DONALD SMITH & CO., INC. | History | No change | 12,211,249 | 107,214 | 1.9% | 1.9% | 2 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 10,810,627 | 94,917 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 6,636,486 | 58,268 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 5,664,585 | 49,735 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 3,639,194 | 35,591 | 0.0% | 0.0% | 6 | +99,940 | 2.82% | Q3 2026 | Nov 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,183,149 | 31,131 | 0.01% | 0.01% | 7 | +1,423 | 0.04% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 3,230,633 | 28,364 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,586,149 | 22,706 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,949,037 | 17,112 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,787,455 | 15,693 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethic Inc. | History | Added to | 1,184,229 | 11,581 | 0.13% | 0.11% | 12 | +141,876 | 13.61% | Q3 2026 | Nov 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,264,108 | 11,098 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 1,142,731 | 10,033 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 1,112,770 | 9,770 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 928,014 | 9,075 | 0.01% | 0.0% | 16 | +100,015 | 12.08% | Q3 2026 | Nov 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 945,860 | 8,304 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | Reduced | 625,248 | 6,114 | 0.09% | 0.08% | 18 | -13,463 | -2.11% | Q3 2026 | Oct 08, 2026 |
| Trexquant Investment LP | History | No change | 664,768 | 5,836 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 658,603 | 5,782 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 637,097 | 5,587 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 555,917 | 4,880 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 443,803 | 4,340 | 0.0% | 0.0% | 23 | +99,536 | 28.91% | Q3 2026 | Nov 06, 2026 |
| Mariner, LLC | History | No change | 461,801 | 4,054 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 391,761 | 3,831 | 0.54% | 0.77% | 25 | -201,143 | -33.93% | Q3 2026 | Nov 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 383,806 | 3,369 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 374,709 | 3,289 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MARSHALL WACE, LLP | History | No change | 332,986 | 2,923 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 293,827 | 2,814 | 0.08% | 0.07% | 29 | +5,389 | 1.87% | Q3 2026 | Oct 20, 2026 |
| Cerity Partners LLC | History | No change | 319,803 | 2,807 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | Added to | 276,145 | 2,700 | 0.0% | 0.0% | 31 | +36,997 | 15.47% | Q3 2026 | Oct 21, 2026 |
| Vident Advisory, LLC | History | No change | 302,931 | 2,659 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 268,291 | 2,623 | 0.0% | 0.0% | 33 | +11,256 | 4.38% | Q3 2026 | Nov 05, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 291,304 | 2,557 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 273,588 | 2,402 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 271,395 | 2,382 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 253,790 | 2,228 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 222,452 | 2,175 | 0.0% | 0.0% | 38 | +6,371 | 2.95% | Q3 2026 | Nov 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 203,368 | 1,988 | 0.02% | 0.02% | 39 | +49,421 | 32.1% | Q3 2026 | Oct 28, 2026 |
| UBS Group AG | History | No change | 223,606 | 1,963 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 222,678 | 1,955 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 206,447 | 1,812 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 191,619 | 1,682 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 166,076 | 1,624 | 0.02% | 0.02% | 44 | -10,863 | -6.14% | Q3 2026 | Oct 21, 2026 |
| Aquatic Capital Management LLC | History | No change | 184,875 | 1,623 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 160,533 | 1,590 | 0.0% | 0.0% | 46 | +35,110 | 27.99% | Q3 2026 | Nov 10, 2026 |
| Callan Family Office, LLC | History | No change | 173,593 | 1,524 | 0.03% | 0.03% | 47 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 172,275 | 1,512 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 165,680 | 1,454 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | Added to | 142,620 | 1,394 | 0.0% | 0.0% | 50 | +5,493 | 4.01% | Q3 2026 | Nov 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 141,518 | 1,384 | 0.02% | 0.02% | 51 | +11,323 | 8.7% | Q3 2026 | Oct 23, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 136,732 | 1,337 | 0.02% | 0.02% | 52 | -2,948 | -2.11% | Q3 2026 | Oct 23, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 124,586 | 1,218 | 0.04% | 0.03% | 53 | +14,591 | 13.27% | Q3 2026 | Oct 13, 2026 |
| Focus Partners Wealth | History | No change | 136,771 | 1,200 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 121,198 | 1,064 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 107,950 | 1,055 | 0.05% | 0.05% | 56 | +1,295 | 1.21% | Q3 2026 | Oct 13, 2026 |
| Corient Private Wealth LP | History | No change | 114,118 | 1,001 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 113,433 | 995 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Savant Capital, LLC | History | Reduced | 98,276 | 961 | 0.0% | 0.0% | 59 | -1,601 | -1.6% | Q3 2026 | Nov 05, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | No change | 108,370 | 951 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 103,248 | 906 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Graham Capital Management, L.P. | History | No change | 101,682 | 892 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | Added to | 88,684 | 867 | 0.1% | 0.08% | 63 | +7,336 | 9.02% | Q3 2026 | Nov 10, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 88,146 | 862 | 0.2% | 0.18% | 64 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 95,266 | 836 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 95,178 | 835 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 93,798 | 823 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 93,591 | 821 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 87,004 | 763 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 86,887 | 762 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 86,688 | 761 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BSW Wealth Partners | History | No change | 84,749 | 744 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantbot Technologies LP | History | No change | 84,458 | 741 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 71,529 | 692 | 0.0% | 0.0% | 74 | +3,437 | 5.05% | Q3 2026 | Nov 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 68,347 | 668 | 0.01% | 0.01% | 75 | +10,516 | 18.18% | Q3 2026 | Nov 09, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 75,981 | 667 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 75,228 | 660 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | Reduced | 67,435 | 659 | 0.0% | 0.0% | 78 | -1,141 | -1.66% | Q3 2026 | Nov 10, 2026 |
| Ballentine Partners, LLC | History | No change | 75,104 | 659 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Versant Capital Management, Inc | History | Reduced | 66,996 | 655 | 0.06% | 0.05% | 80 | -262 | -0.39% | Q3 2026 | Oct 01, 2026 |
| Compound Planning, Inc. | History | Added to | 66,230 | 647 | 0.02% | 0.01% | 82 | +20,146 | 43.72% | Q3 2026 | Nov 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 66,203 | 647 | 0.0% | 0.0% | 81 | +8,058 | 13.86% | Q3 2026 | Nov 09, 2026 |
| SYON CAPITAL LLC | History | No change | 73,044 | 641 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 70,724 | 620 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 62,062 | 606 | 0.01% | 0.01% | 85 | -981 | -1.56% | Q3 2026 | Nov 09, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 68,922 | 605 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ABC ARBITRAGE SA | History | Added to | 57,761 | 564 | 0.06% | 0.03% | 87 | +29,014 | 100.93% | Q3 2026 | Oct 23, 2026 |
| CHOREO, LLC | History | Added to | 57,598 | 563 | 0.01% | 0.01% | 88 | +1,902 | 3.41% | Q3 2026 | Oct 28, 2026 |
| XPONANCE LLC | History | Added to | 56,911 | 556 | 0.0% | 0.0% | 89 | +5,393 | 10.47% | Q3 2026 | Nov 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 56,454 | 552 | 0.0% | 0.0% | 90 | +1,560 | 2.84% | Q3 2026 | Nov 04, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 61,305 | 538 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | No change | 60,523 | 531 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 59,275 | 520 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 58,048 | 509 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| Arax Advisory Partners | History | No change | 56,029 | 491 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 51,395 | 490 | 0.0% | 0.0% | 96 | +16,439 | 47.03% | Q3 2026 | Oct 13, 2026 |
| Optas, LLC | History | Added to | 48,761 | 476 | 0.07% | 0.06% | 97 | +1,783 | 3.8% | Q3 2026 | Nov 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 54,041 | 474 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 53,653 | 471 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 52,308 | 459 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 46,884 | 458 | 0.05% | 0.04% | 101 | +3,834 | 8.91% | Q3 2026 | Nov 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 51,959 | 456 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qtron Investments LLC | History | No change | 51,942 | 456 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 45,561 | 445 | 0.01% | 0.01% | 104 | +6,368 | 16.25% | Q3 2026 | Nov 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 44,908 | 439 | 0.0% | 0.0% | 105 | +1,207 | 2.76% | Q3 2026 | Nov 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 49,851 | 437 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 49,825 | 437 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 48,052 | 421 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 41,799 | 414 | 0.01% | 0.01% | 109 | -8,983 | -17.69% | Q3 2026 | Nov 10, 2026 |
| DMC Group, LLC | History | Reduced | 42,238 | 413 | 0.29% | 0.26% | 110 | -400 | -0.94% | Q3 2026 | Oct 26, 2026 |
| PDS Planning, Inc | History | No change | 40,652 | 397 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 39,700 | 388 | 0.0% | 0.0% | 112 | -1,250 | -3.05% | Q3 2026 | Nov 10, 2026 |
| State of Wyoming | History | Reduced | 37,692 | 368 | 0.03% | 0.04% | 113 | -12,918 | -25.52% | Q3 2026 | Oct 28, 2026 |
| Entropy Technologies, LP | History | No change | 41,273 | 362 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WINTON GROUP Ltd | History | No change | 41,102 | 360 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 36,597 | 357 | 0.0% | 0.0% | 116 | +7,514 | 25.84% | Q3 2026 | Oct 23, 2026 |
| Baron Wealth Management LLC | History | Added to | 36,545 | 357 | 0.09% | 0.07% | 117 | +6,779 | 22.77% | Q3 2026 | Oct 27, 2026 |
| Independent Advisor Alliance | History | No change | 40,360 | 354 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sivia Capital Partners, LLC | History | No change | 40,309 | 353 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Mattson Financial Services, LLC | History | No change | 34,886 | 341 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 38,196 | 335 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | Added to | 32,683 | 319 | 0.0% | 0.0% | 122 | +7,262 | 28.57% | Q3 2026 | Nov 04, 2026 |
| GAMMA Investing LLC | History | Added to | 31,851 | 311 | 0.01% | 0.01% | 123 | +2,879 | 9.94% | Q3 2026 | Oct 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 31,651 | 309 | 0.0% | 0.0% | 124 | +1,824 | 6.12% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,235 | 291 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,364 | 284 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 32,125 | 282 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 31,988 | 281 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brown Financial Advisors | History | No change | 31,930 | 280 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 28,153 | 275 | 0.01% | 0.01% | 130 | +6,477 | 29.88% | Q3 2026 | Oct 20, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 31,162 | 273 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 27,314 | 267 | 0.05% | 0.04% | 133 | +4,491 | 19.68% | Q3 2026 | Oct 20, 2026 |
| Bridgewater Advisors Inc. | History | No change | 27,874 | 267 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 26,355 | 257 | 0.01% | 0.01% | 134 | +2,024 | 8.32% | Q3 2026 | Nov 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 29,381 | 257 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 25,888 | 253 | 0.0% | 0.0% | 136 | +10,126 | 64.24% | Q3 2026 | Oct 29, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 25,888 | 253 | 0.01% | 0.01% | 137 | +10,126 | 64.24% | Q3 2026 | Nov 06, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 25,732 | 251 | 0.21% | 0.24% | 138 | -21,993 | -46.08% | Q3 2026 | Oct 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,465 | 239 | 0.0% | 0.0% | 140 | +4,966 | 25.47% | Q3 2026 | Nov 06, 2026 |
| HUB Investment Partners, LLC | History | Added to | 24,450 | 239 | 0.0% | 0.0% | 141 | +1,973 | 8.78% | Q3 2026 | Nov 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 27,301 | 239 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 24,099 | 235 | 0.0% | 0.0% | 142 | +1,376 | 6.06% | Q3 2026 | Oct 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 23,987 | 234 | 0.02% | 0.02% | 143 | -3,310 | -12.13% | Q3 2026 | Oct 27, 2026 |
| First Affirmative Financial Network | History | New | 23,656 | 231 | 0.05% | — | 144 | +23,656 | New | Q3 2026 | Oct 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 22,643 | 221 | 0.0% | 0.0% | 145 | +3,861 | 20.56% | Q3 2026 | Oct 27, 2026 |
| South Dakota Investment Council | History | Reduced | 22,000 | 215 | 0.0% | 0.0% | 146 | -8,600 | -28.1% | Q3 2026 | Nov 10, 2026 |
| Lido Advisors, LLC | History | Added to | 21,516 | 210 | 0.0% | 0.0% | 147 | +1,983 | 10.15% | Q3 2026 | Nov 04, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 21,441 | 209 | 0.02% | 0.02% | 148 | +441 | 2.1% | Q3 2026 | Nov 05, 2026 |
| Abel Hall, LLC | History | Added to | 21,455 | 209 | 0.04% | 0.03% | 149 | +22 | 0.1% | Q3 2026 | Oct 19, 2026 |
| Invesco Ltd. | History | No change | 23,191 | 203 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 20,668 | 202 | 0.0% | 0.0% | 151 | -232 | -1.11% | Q3 2026 | Oct 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 22,452 | 197 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEI INVESTMENTS CO | History | No change | 22,290 | 195 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | No change | 21,839 | 191 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 19,236 | 188 | 0.01% | 0.01% | 155 | +1,043 | 5.73% | Q3 2026 | Oct 26, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 21,439 | 188 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Journey Advisory Group, LLC | History | No change | 19,088 | 186 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 21,125 | 185 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trust Point Inc. | History | Added to | 18,755 | 183 | 0.01% | 0.01% | 159 | +1,260 | 7.2% | Q3 2026 | Oct 27, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 18,241 | 178 | 0.0% | 0.0% | 160 | +3,153 | 20.9% | Q3 2026 | Oct 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 18,908 | 175 | 0.0% | 0.0% | 161 | -2,746 | -12.68% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,908 | 175 | 0.0% | 0.0% | 162 | -2,746 | -12.68% | Q3 2026 | Oct 20, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 17,858 | 174 | 0.03% | 0.03% | 163 | -893 | -4.76% | Q3 2026 | Oct 27, 2026 |
| Summit Global Investments | History | Reduced | 17,542 | 172 | 0.01% | 0.01% | 164 | -12,170 | -40.96% | Q3 2026 | Oct 28, 2026 |
| EntryPoint Capital, LLC | History | No change | 19,336 | 169 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRIGHTON JONES LLC | History | Added to | 16,908 | 165 | 0.0% | 0.0% | 166 | +2,019 | 13.56% | Q3 2026 | Nov 03, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 16,848 | 164 | 0.03% | 0.03% | 168 | -2,470 | -12.79% | Q3 2026 | Nov 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 16,859 | 164 | 0.0% | 0.0% | 167 | +1,857 | 12.38% | Q3 2026 | Oct 27, 2026 |
| Greenspring Advisors, LLC | History | Added to | 16,593 | 162 | 0.01% | 0.01% | 169 | +181 | 1.1% | Q3 2026 | Nov 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,367 | 161 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 16,199 | 158 | 0.03% | 0.03% | 171 | +1,408 | 9.52% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,079 | 157 | 0.0% | 0.0% | 172 | -852 | -5.03% | Q3 2026 | Nov 02, 2026 |
| West Family Investments, Inc. | History | Added to | 15,599 | 152 | 0.04% | 0.03% | 174 | +3,061 | 24.41% | Q3 2026 | Nov 09, 2026 |
| NewSquare Capital LLC | History | Added to | 15,612 | 152 | 0.01% | 0.01% | 173 | +1,734 | 12.49% | Q3 2026 | Nov 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,182 | 150 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Paladin Wealth, LLC | History | Added to | 15,097 | 147 | 0.08% | 0.08% | 176 | +224 | 1.51% | Q3 2026 | Oct 23, 2026 |
| GREENLEAF TRUST | History | Reduced | 14,852 | 145 | 0.0% | 0.0% | 177 | -5,563 | -27.25% | Q3 2026 | Oct 29, 2026 |
| Successful Portfolios LLC | History | No change | 15,000 | 145 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 16,478 | 144 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,604 | 142 | 0.0% | 0.0% | 180 | +2,577 | 21.43% | Q3 2026 | Oct 16, 2026 |
| Calamos Wealth Management LLC | History | New | 13,617 | 133 | 0.0% | — | 182 | +13,617 | New | Q3 2026 | Nov 02, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 13,651 | 133 | 0.05% | 0.03% | 181 | +1,517 | 12.5% | Q3 2026 | Oct 26, 2026 |
| Five Oceans Advisors | History | No change | 13,507 | 132 | 0.05% | 0.04% | 183 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 13,460 | 131 | 0.01% | 0.01% | 185 | +117 | 0.88% | Q3 2026 | Nov 02, 2026 |
| MAI Capital Management | History | No change | 15,012 | 131 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frec Markets, Inc. | History | No change | 14,970 | 131 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 14,722 | 129 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROYAL BANK OF CANADA | History | No change | 14,155 | 125 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ascent Group, LLC | History | Reduced | 12,742 | 124 | 0.0% | 0.0% | 189 | -441 | -3.35% | Q3 2026 | Oct 30, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 12,521 | 122 | 0.01% | 0.01% | 190 | +694 | 5.87% | Q3 2026 | Oct 30, 2026 |
| LPL Financial LLC | History | New | 12,404 | 121 | 0.0% | — | 192 | +12,404 | New | Q3 2026 | Nov 06, 2026 |
| Cromwell Holdings LLC | History | No change | 12,467 | 121 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Syverson Strege & Co | History | Reduced | 12,181 | 119 | 0.03% | 0.02% | 193 | -156 | -1.26% | Q3 2026 | Nov 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 12,208 | 119 | 0.01% | 0.0% | 194 | -18 | -0.15% | Q3 2026 | Oct 26, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 13,511 | 118 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| R Squared Ltd | History | New | 11,989 | 117 | 0.06% | — | 197 | +11,989 | New | Q3 2026 | Nov 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,350 | 117 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 13,247 | 116 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,697 | 114 | 0.0% | 0.0% | 200 | -646 | -5.23% | Q3 2026 | Nov 02, 2026 |
| Diversified Trust Co | History | Added to | 11,660 | 114 | 0.0% | 0.0% | 201 | +66 | 0.57% | Q3 2026 | Nov 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 11,739 | 114 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Resonant Capital Advisors, LLC | History | New | 10,816 | 105 | 0.01% | — | 203 | +10,816 | New | Q3 2026 | Oct 15, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 11,975 | 105 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,664 | 104 | 0.0% | 0.0% | 205 | +2,138 | 25.08% | Q3 2026 | Oct 08, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 11,930 | 104 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SEEDS INVESTOR LLC | History | No change | 11,849 | 104 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brio Consultants, LLC | History | No change | 11,656 | 102 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 10,161 | 99 | 0.0% | — | 208 | +10,161 | New | Q3 2026 | Oct 20, 2026 |
| Tanager Wealth Management LLP | History | New | 10,028 | 98 | 0.01% | — | 211 | +10,028 | New | Q3 2026 | Oct 19, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 11,268 | 98 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Foster Group, Inc. | History | No change | 10,071 | 98 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| GeoWealth Management, LLC | History | No change | 11,081 | 97 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| New Republic Capital, LLC | History | No change | 11,130 | 97 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Centiva Capital, LP | History | No change | 10,624 | 93 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 8,997 | 87 | 0.0% | 0.0% | 215 | -168 | -1.83% | Q3 2026 | Nov 10, 2026 |
| Allworth Financial LP | History | Added to | 9,187 | 80 | 0.0% | 0.0% | 216 | +1,323 | 16.82% | Q3 2026 | Nov 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 20,540 | 72 | 0.01% | 0.02% | 217 | +865 | 4.4% | Q3 2026 | Nov 09, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,094 | 69 | 0.0% | 0.0% | 218 | +6,535 | 1169.05% | Q3 2026 | Nov 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,381 | 64 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Added to | 6,002 | 58 | 0.0% | 0.0% | 220 | +4,380 | 270.04% | Q3 2026 | Nov 06, 2026 |
| Larson Financial Group LLC | History | No change | 5,746 | 56 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,536 | 54 | 0.0% | 0.0% | 222 | +353 | 6.81% | Q3 2026 | Nov 09, 2026 |
| Owl Creek Wealth Partners LLC | History | Added to | 5,377 | 52 | 0.01% | 0.01% | 223 | +120 | 2.28% | Q3 2026 | Oct 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 5,060 | 49 | 0.0% | 0.0% | 224 | -16,361 | -76.38% | Q3 2026 | Nov 09, 2026 |
| True Wealth Design, LLC | History | Added to | 5,045 | 49 | 0.01% | 0.01% | 225 | +970 | 23.8% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,465 | 43 | 0.0% | — | 226 | +4,440 | 17760.0% | Q3 2026 | Oct 14, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,870 | 42 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 4,281 | 41 | 0.0% | 0.0% | 228 | +689 | 19.18% | Q3 2026 | Oct 23, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,088 | 39 | 0.0% | 0.0% | 229 | +513 | 14.35% | Q3 2026 | Nov 10, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,282 | 32 | 0.0% | 0.0% | 230 | -10,308 | -75.85% | Q3 2026 | Oct 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,777 | 27 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 2,390 | 23 | 0.01% | 0.01% | 232 | -40 | -1.65% | Q3 2026 | Oct 13, 2026 |
| EASTERN BANK | History | Reduced | 2,253 | 22 | 0.0% | 0.0% | 233 | -1,279 | -36.21% | Q3 2026 | Oct 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,303 | 22 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,273 | 22 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 2,238 | 21 | 0.0% | — | 238 | +2,238 | New | Q3 2026 | Oct 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,201 | 21 | 0.0% | 0.0% | 237 | +1,282 | 139.5% | Q3 2026 | Nov 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,248 | 21 | 0.0% | 0.0% | 236 | +307 | 15.82% | Q3 2026 | Nov 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 2,020 | 19 | 0.0% | — | 239 | +2,020 | New | Q3 2026 | Oct 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 1,739 | 17 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| James T. Borello RIA | History | No change | 1,827 | 17 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,620 | 15 | 0.0% | 0.0% | 243 | +700 | 76.09% | Q3 2026 | Oct 28, 2026 |
| Clean Yield Group | History | No change | 1,559 | 15 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| West Financial Advisors, LLC | History | New | 1,437 | 14 | 0.0% | — | 245 | +1,437 | New | Q3 2026 | Oct 22, 2026 |
| UMB Bank, n.a. | History | No change | 1,452 | 14 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Kilter Group LLC | History | No change | 1,501 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFC Planning, Inc. | History | No change | 1,490 | 13 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Elyxium Wealth, LLC | History | New | 1,241 | 12 | 0.0% | — | 249 | +1,241 | New | Q3 2026 | Oct 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,247 | 12 | 0.0% | 0.0% | 248 | +64 | 5.41% | Q3 2026 | Oct 27, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 1,212 | 11 | 0.01% | 0.01% | 252 | -348 | -22.31% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,202 | 11 | 0.0% | 0.0% | 251 | +318 | 35.97% | Q3 2026 | Oct 26, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,168 | 11 | 0.0% | 0.0% | 250 | +269 | 29.92% | Q3 2026 | Oct 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,026 | 10 | 0.0% | 0.0% | 253 | +663 | 182.64% | Q3 2026 | Nov 10, 2026 |
| Elequin Capital, LP | History | No change | 1,181 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,137 | 9 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Financial Management LLC | History | No change | 1,109 | 9 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Essential Partners LLC | History | Added to | 877 | 8 | 0.0% | 0.0% | 258 | +353 | 67.37% | Q3 2026 | Oct 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 868 | 8 | 0.0% | 0.0% | 257 | -200 | -18.73% | Q3 2026 | Nov 06, 2026 |
| Root Financial Partners, LLC | History | New | 722 | 7 | 0.0% | — | 260 | +722 | New | Q3 2026 | Oct 21, 2026 |
| Ares Financial Consulting, LLC | History | No change | 766 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| GW&K Investment Management, LLC | History | No change | 689 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Wealth Management, LLC | History | New | 529 | 5 | 0.0% | — | 266 | +529 | New | Q3 2026 | Nov 03, 2026 |
| Manchester Capital Management LLC | History | No change | 530 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| SHP Wealth Management | History | No change | 611 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCollab, LLC | History | No change | 677 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Downshift Financial, LLC | History | No change | 519 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Quent Capital, LLC | History | Added to | 468 | 4 | 0.0% | — | 268 | +369 | 372.73% | Q3 2026 | Nov 09, 2026 |
| Bare Financial Services, Inc | History | Added to | 409 | 4 | 0.0% | 0.0% | 269 | +112 | 37.71% | Q3 2026 | Nov 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 422 | 4 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| UMB Private Wealth Management, LLC | History | New | 352 | 3 | 0.0% | — | 280 | +352 | New | Q3 2026 | Oct 19, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 351 | 3 | 0.0% | 0.0% | 277 | +32 | 10.03% | Q3 2026 | Oct 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 392 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| North Star Investment Management Corp. | History | No change | 363 | 3 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 387 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 347 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| JPL Wealth Management, LLC | History | No change | 384 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 321 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 347 | 3 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 452 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 348 | 3 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Jacobi Capital Management LLC | History | New | 221 | 2 | 0.0% | — | 289 | +221 | New | Q3 2026 | Nov 05, 2026 |
| Breakwater Investment Management | History | Added to | 233 | 2 | 0.0% | — | 288 | +129 | 124.04% | Q3 2026 | Oct 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 312 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investments, LLC | History | No change | 255 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 284 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 250 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 211 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 329 | 2 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 270 | 2 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Planning Strategies Inc. | History | New | 162 | 1 | 0.0% | — | 295 | +162 | New | Q3 2026 | Oct 02, 2026 |
| MOTCO | History | No change | 108 | 1 | 0.0% | — | 290 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| JNBA Financial Advisors | History | No change | 177 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| CVA Family Office, LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 119 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 155 | 1 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Canopy Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,155 | -100.0% | Q3 2026 | Oct 28, 2026 |
| Vanguard Capital Wealth Advisors | History | Closed out | 0 | 0 | — | 0.08% | — | -12,920 | -100.0% | Q3 2026 | Oct 15, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,852 | -100.0% | Q3 2026 | Oct 22, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,411 | -100.0% | Q3 2026 | Oct 16, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q3 2026 | Nov 06, 2026 |