Global X Funds - PAVE

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History No change 25,173,381 1,483,215 0.1% 0.1% 1 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 24,488,508 1,442,862 0.48% 0.48% 2 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 11,645,278 686,139 0.04% 0.04% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 9,616,218 566,587 0.13% 0.13% 4 0 0.0% Q2 2026 Aug 07, 2026
Harel Insurance Investments & Financial Services Ltd. History Reduced 7,983,139 419,115 1.97% 2.56% 5 -955,000 -10.68% Q3 2026 Nov 02, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,089,117 299,850 0.07% 0.07% 6 0 0.0% Q2 2026 Sep 23, 2026
JPMORGAN CHASE & CO History No change 4,495,049 263,409 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 4,214,610 248,072 0.3% 0.3% 8 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,597,436 211,960 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 3,061,202 180,368 0.18% 0.18% 10 0 0.0% Q2 2026 Aug 12, 2026
RiverFront Investment Group, LLC History No change 2,722,598 160,415 2.12% 2.12% 11 0 0.0% Q2 2026 Jul 29, 2026
MEITAV INVESTMENT HOUSE LTD History No change 2,832,025 148,681 0.96% 1.12% 12 0 0.0% Q3 2026 Oct 28, 2026
UBS Group AG History No change 2,365,466 139,373 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 13, 2026
OSAIC HOLDINGS, INC. History No change 2,228,495 131,313 0.15% 0.15% 14 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History No change 2,326,475 122,139 0.06% 0.07% 15 0 0.0% Q3 2026 Nov 02, 2026
ROYAL BANK OF CANADA History No change 1,969,091 116,020 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 14, 2026
WADDELL & ASSOCIATES, LLC History No change 1,964,140 115,727 5.73% 5.73% 17 0 0.0% Q2 2026 Jul 15, 2026
Clal Insurance Enterprises Holdings Ltd History No change 1,871,750 110,316 0.49% 0.49% 18 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,861,776 109,695 0.03% 0.03% 19 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,856,098 109,361 0.06% 0.06% 20 0 0.0% Q2 2026 Aug 12, 2026
Cetera Investment Advisers History No change 1,699,405 100,128 0.09% 0.09% 21 0 0.0% Q2 2026 Aug 12, 2026
Kestra Investment Management, LLC History Added to 1,806,103 94,820 1.8% 1.88% 22 +159,802 9.71% Q3 2026 Nov 04, 2026
Moss Adams Wealth Advisors LLC History Reduced 1,722,992 90,457 5.9% 6.81% 23 -124,578 -6.74% Q3 2026 Oct 28, 2026
AMERIPRISE FINANCIAL INC History No change 1,406,849 82,909 0.02% 0.02% 24 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History Added to 1,479,847 77,691 0.22% 0.19% 25 +455,954 44.53% Q3 2026 Nov 02, 2026
Treasurer of the State of North Carolina History No change 904,346 53,284 0.14% 0.14% 26 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 878,989 51,790 0.05% 0.05% 27 0 0.0% Q2 2026 Aug 13, 2026
Capital Asset Advisory Services LLC History Reduced 988,373 51,464 1.75% 2.19% 28 -39,728 -3.86% Q3 2026 Oct 30, 2026
HighTower Advisors, LLC History No change 871,355 51,340 0.05% 0.05% 29 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 844,313 49,746 0.1% 0.1% 30 0 0.0% Q2 2026 Aug 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 935,604 49,119 0.87% 0.95% 31 +17,382 1.89% Q3 2026 Oct 23, 2026
VAN ECK ASSOCIATES CORP History No change 782,638 46,113 0.03% 0.03% 32 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 743,811 43,825 0.17% 0.17% 33 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 728,078 42,898 0.5% 0.5% 34 0 0.0% Q2 2026 Jul 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 792,602 41,611 0.05% 0.07% 35 -213,843 -21.25% Q3 2026 Nov 02, 2026
FIRST INTERSTATE BANK History Reduced 739,373 38,817 2.07% 2.32% 36 -16,272 -2.15% Q3 2026 Oct 23, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 647,770 38,233 1.57% 1.57% 37 0 0.0% Q2 2026 Aug 05, 2026
Destination Wealth Management History No change 621,076 36,593 0.85% 0.85% 38 0 0.0% Q2 2026 Aug 14, 2026
Pacific Life Fund Advisors LLC History No change 594,414 35,022 3.85% 3.85% 39 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 577,813 34,044 0.54% 0.54% 40 0 0.0% Q2 2026 Aug 10, 2026
Rockefeller Capital Management L.P. History No change 570,265 33,600 0.05% 0.05% 41 0 0.0% Q2 2026 Aug 13, 2026
Mirae Asset Global Investments Co., Ltd. History Reduced 616,185 32,349 0.06% 0.06% 42 -87,103 -12.39% Q3 2026 Oct 28, 2026
Cambridge Investment Research Advisors, Inc. History Added to 606,922 31,863 0.07% 0.07% 43 +66,305 12.26% Q3 2026 Nov 02, 2026
Evolution Wealth Advisors, LLC History Reduced 605,502 31,788 3.31% 4.2% 44 -4,392 -0.72% Q3 2026 Nov 03, 2026
Cooper Financial Group History Added to 591,786 31,068 2.47% 2.82% 45 +15,398 2.67% Q3 2026 Oct 07, 2026
STIFEL FINANCIAL CORP History No change 501,911 29,572 0.02% 0.02% 46 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 493,294 29,064 0.15% 0.15% 47 0 0.0% Q2 2026 Aug 13, 2026
Ameritas Advisory Services, LLC History No change 472,633 27,847 0.56% 0.56% 48 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 470,344 27,713 0.05% 0.05% 49 0 0.0% Q2 2026 Aug 05, 2026
Equitable Holdings, Inc. History No change 449,071 26,459 0.16% 0.16% 50 0 0.0% Q2 2026 Aug 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 397,534 23,390 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 385,411 22,709 0.04% 0.04% 52 0 0.0% Q2 2026 Aug 14, 2026
360 Financial, Inc. History No change 374,735 22,079 5.61% 5.61% 53 0 0.0% Q2 2026 Aug 11, 2026
Teamwork Financial Advisors, LLC History Added to 407,101 21,372 2.35% 2.15% 54 +4,096 1.02% Q3 2026 Oct 19, 2026
Private Advisor Group, LLC History No change 320,363 18,875 0.09% 0.09% 55 0 0.0% Q2 2026 Jul 27, 2026
BLAIR WILLIAM & CO/IL History No change 316,206 18,630 0.05% 0.05% 56 0 0.0% Q2 2026 Aug 11, 2026
Tidal Investments LLC History No change 312,551 18,415 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 13, 2026
MFA WEALTH ADVISORS, LLC History Added to 330,229 17,337 2.94% 3.29% 58 +2,633 0.8% Q3 2026 Oct 07, 2026
Riggs Asset Managment Co. Inc. History Added to 323,336 16,975 3.14% 3.38% 59 +1,978 0.62% Q3 2026 Nov 04, 2026
Destiny Wealth Partners, LLC History Added to 301,324 16,407 1.68% 2.13% 60 +33,927 12.69% Q3 2026 Nov 04, 2026
Systelligence, LLC History Added to 357,167 16,054 2.65% 0.36% 61 +320,135 864.48% Q3 2026 Nov 05, 2026
CIBC WORLD MARKET INC. History No change 265,157 15,623 0.03% 0.03% 62 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 246,013 14,501 0.05% 0.05% 63 0 0.0% Q2 2026 Aug 14, 2026
Gerber Kawasaki Wealth & Investment Management History Reduced 271,105 14,233 0.36% 0.43% 64 -2,904 -1.06% Q3 2026 Oct 29, 2026
CITIGROUP INC History Added to 267,265 14,031 0.0% 0.01% 65 +189 0.07% Q3 2026 Nov 04, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 229,190 13,527 1.67% 1.67% 66 0 0.0% Q2 2026 Aug 05, 2026
ALTFEST L J & CO INC History Reduced 252,777 13,270 1.32% 1.45% 67 -482 -0.19% Q3 2026 Oct 27, 2026
Robertson Stephens Wealth Management, LLC History Added to 248,931 13,068 0.32% 0.36% 68 +4,507 1.84% Q3 2026 Oct 16, 2026
Wealthcare Advisory Partners LLC History Added to 245,208 12,873 0.22% 0.24% 69 +33,716 15.94% Q3 2026 Oct 21, 2026
Symphony Financial Services, Inc. History No change 217,871 12,836 5.77% 5.77% 70 0 0.0% Q2 2026 Jul 22, 2026
ROTHSCHILD INVESTMENT LLC History No change 214,811 12,656 0.47% 0.47% 71 0 0.0% Q2 2026 Aug 06, 2026
ADAPT WEALTH ADVISORS, LLC History No change 210,835 12,422 4.06% 4.06% 72 0 0.0% Q2 2026 Aug 12, 2026
Rockport Wealth LLC History Reduced 232,873 12,225 2.14% 3.64% 73 -134,830 -36.67% Q3 2026 Nov 03, 2026
Eagle Strategies LLC History Reduced 232,670 12,215 1.18% 1.4% 74 -7,014 -2.93% Q3 2026 Oct 16, 2026
Chicago Wealth Management, Inc. History No change 200,760 11,828 4.2% 4.2% 75 0 0.0% Q2 2026 Aug 11, 2026
Stratos Wealth Partners, LTD. History No change 199,180 11,735 0.12% 0.12% 76 0 0.0% Q2 2026 Aug 11, 2026
New England Private Wealth Advisors LLC History Added to 222,445 11,678 1.11% 1.23% 77 +1,862 0.84% Q3 2026 Oct 19, 2026
National Philanthropic Trust History No change 192,783 11,358 0.16% 0.16% 78 0 0.0% Q2 2026 Aug 14, 2026
Sage Capital Management, LLC History Added to 213,580 11,214 4.26% 4.9% 79 +454 0.21% Q3 2026 Oct 20, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 181,068 10,668 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 19, 2026
Investors Research Corp History Reduced 194,249 10,198 1.79% 2.05% 81 -63 -0.03% Q3 2026 Oct 07, 2026
JMAC ENTERPRISES LLC History Added to 192,768 10,120 1.71% 1.91% 82 +698 0.36% Q3 2026 Oct 30, 2026
VALLEY WEALTH MANAGERS, INC. History Added to 189,907 9,970 0.57% 0.57% 83 +21,065 12.48% Q3 2026 Oct 09, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 167,987 9,897 2.46% 2.46% 84 0 0.0% Q2 2026 Aug 07, 2026
Cascade Financial Partners, LLC History No change 167,112 9,846 0.85% 0.85% 85 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 166,066 9,784 0.07% 0.07% 86 0 0.0% Q2 2026 Aug 12, 2026
IHT Wealth Management, LLC History No change 164,041 9,665 0.21% 0.21% 87 0 0.0% Q2 2026 Aug 14, 2026
THRYVE WEALTH MANAGEMENT LLC History Added to 176,178 9,249 5.16% 5.72% 88 +2,473 1.42% Q3 2026 Oct 09, 2026
Financial Partners Group, Inc History Reduced 171,750 9,016 0.94% 1.1% 89 -11,364 -6.21% Q3 2026 Oct 19, 2026
&PARTNERS History No change 150,459 8,875 0.04% 0.04% 90 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 147,572 8,694 0.04% 0.04% 91 0 0.0% Q2 2026 Aug 13, 2026
CX Institutional History Added to 164,816 8,653 0.23% 0.27% 92 +6,098 3.84% Q3 2026 Oct 02, 2026
Clarus Group, Inc. History Reduced 160,932 8,448 2.79% 3.37% 93 -7,827 -4.64% Q3 2026 Oct 21, 2026
Ameritas Investment Partners, Inc. History No change 143,226 8,438 0.22% 0.22% 94 0 0.0% Q2 2026 Aug 13, 2026
Ausdal Financial Partners, Inc. History No change 141,738 8,351 0.33% 0.33% 95 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History Added to 153,899 8,079 1.07% 2.03% 96 +310 0.2% Q3 2026 Nov 04, 2026
Copley Financial Group, Inc. History No change 135,421 7,979 4.83% 4.83% 97 0 0.0% Q2 2026 Aug 11, 2026
Y.D. More Investments Ltd History Added to 151,401 7,939 0.23% 0.27% 98 +1,402 0.93% Q3 2026 Nov 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 147,977 7,768 0.14% 0.16% 99 +5,825 4.1% Q3 2026 Oct 13, 2026
WCG Wealth Advisors LLC History No change 131,020 7,719 0.18% 0.18% 100 0 0.0% Q2 2026 Aug 14, 2026
Phoenix Financial Ltd. History No change 131,000 7,718 0.05% 0.05% 101 0 0.0% Q2 2026 Aug 11, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Added to 146,875 7,710 0.08% 0.07% 102 +38,722 35.8% Q3 2026 Oct 30, 2026
NewEdge Advisors, LLC History No change 129,111 7,607 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 12, 2026
Snowden Capital Advisors LLC History No change 127,441 7,521 0.18% 0.18% 104 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History Added to 140,787 7,391 0.11% 0.07% 105 +65,784 87.71% Q3 2026 Oct 22, 2026
ARQ WEALTH ADVISORS, LLC History Added to 136,434 7,162 0.86% 0.95% 106 +1,735 1.29% Q3 2026 Oct 28, 2026
RETIREMENT PLANNING GROUP, LLC / NY History No change 120,474 7,110 3.87% 3.87% 107 0 0.0% Q2 2026 Aug 07, 2026
Aspire Capital Advisors LLC History No change 119,828 7,060 1.37% 1.37% 108 0 0.0% Q2 2026 Aug 05, 2026
Capital Advantage, Inc. History Added to 134,396 7,055 0.85% 0.92% 109 +6,026 4.69% Q3 2026 Oct 14, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 117,147 6,902 2.04% 2.04% 110 0 0.0% Q2 2026 Jul 31, 2026
BANK HAPOALIM BM History No change 115,725 6,819 0.45% 0.45% 111 0 0.0% Q2 2026 Aug 05, 2026
HARBOUR INVESTMENTS, INC. History No change 114,046 6,719 0.09% 0.09% 112 0 0.0% Q2 2026 Aug 12, 2026
NTV ASSET MANAGEMENT LLC History Reduced 127,764 6,707 0.62% 0.74% 113 -789 -0.61% Q3 2026 Oct 23, 2026
WASHINGTON GROWTH STRATEGIES LLC History Added to 127,695 6,703 3.66% 4.12% 114 +1,727 1.37% Q3 2026 Oct 19, 2026
ASSETMARK, INC History Added to 126,724 6,653 0.01% 0.01% 115 +18,542 17.14% Q3 2026 Oct 21, 2026
5th Street Advisors, LLC History Reduced 125,671 6,597 2.66% 3.28% 116 -20,625 -14.1% Q3 2026 Nov 03, 2026
PARK AVENUE SECURITIES LLC History Added to 124,656 6,544 0.04% 0.04% 117 +12,138 10.79% Q3 2026 Oct 26, 2026
WT Wealth Management History Added to 123,176 6,466 1.81% 1.66% 118 +21,685 21.37% Q3 2026 Oct 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 109,272 6,438 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History Added to 119,444 6,270 0.03% 0.03% 120 +20,864 21.16% Q3 2026 Oct 27, 2026
Kingsview Wealth Management, LLC History No change 105,470 6,214 0.08% 0.08% 121 0 0.0% Q2 2026 Aug 18, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 104,767 6,172 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 07, 2026
Provident Co of the Employees of the Hebrew University LTD History No change 103,955 6,135 4.69% 4.69% 123 0 0.0% Q2 2026 Jul 27, 2026
Guilbault Capital LLC History Reduced 115,121 6,043 5.92% 6.9% 124 -1,555 -1.33% Q3 2026 Oct 28, 2026
Lake Hills Wealth Management, LLC History Added to 114,271 5,999 2.76% 3.01% 125 +1,928 1.72% Q3 2026 Oct 07, 2026
NATIONAL BANK OF CANADA /FI/ History No change 100,409 5,912 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 10, 2026
Allworth Financial LP History No change 99,925 5,887 0.02% 0.02% 127 0 0.0% Q2 2026 Aug 11, 2026
Elyxium Wealth, LLC History Reduced 111,209 5,838 0.59% 0.69% 128 -845 -0.75% Q3 2026 Oct 27, 2026
PMG Wealth Management, Inc. History No change 98,567 5,807 3.59% 3.59% 129 0 0.0% Q2 2026 Aug 05, 2026
GOLDMAN SACHS GROUP INC History No change 98,464 5,801 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 14, 2026
HBW ADVISORY SERVICES LLC History Reduced 109,844 5,766 0.57% 1.53% 131 -177,241 -61.74% Q3 2026 Oct 14, 2026
TRUIST FINANCIAL CORP History Added to 107,581 5,647 0.01% 0.01% 132 +12,203 12.79% Q3 2026 Oct 30, 2026
Farther Finance Advisors, LLC History Added to 107,248 5,630 0.04% 0.05% 133 +85 0.08% Q3 2026 Oct 08, 2026
Cordoba Advisory Partners LLC History Added to 105,249 5,525 0.68% 1.28% 134 +2,942 2.88% Q3 2026 Oct 19, 2026
WealthBridge Capital Management, LLC History Added to 105,090 5,517 1.07% 1.19% 136 +3,060 3.0% Q3 2026 Oct 16, 2026
NORTHERN TRUST CORP History No change 93,647 5,517 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 92,965 5,477 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History Added to 104,115 5,466 0.0% 0.0% 138 +12,442 13.57% Q3 2026 Nov 02, 2026
Stamos Capital Partners, L.P. History No change 91,892 5,414 0.83% 0.83% 139 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 155,073 5,374 0.01% 0.01% 140 +7,835 5.32% Q3 2026 Oct 13, 2026
TENET WEALTH PARTNERS, LLC History Reduced 102,352 5,373 3.77% 4.42% 141 -1,109 -1.07% Q3 2026 Oct 19, 2026
Vectors Research Management, LLC History No change 90,821 5,351 1.4% 1.4% 142 0 0.0% Q2 2026 Jul 29, 2026
Clark Capital Management Group, Inc. History No change 87,772 5,171 0.03% 0.03% 143 0 0.0% Q2 2026 Aug 11, 2026
AQR CAPITAL MANAGEMENT LLC History No change 86,536 5,098 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
MONECO ADVISORS, LLC History Added to 96,323 5,056 0.3% 0.3% 145 +12,979 15.57% Q3 2026 Nov 05, 2026
MONTAG A & ASSOCIATES INC History Reduced 95,639 5,021 0.22% 0.25% 146 -4,167 -4.18% Q3 2026 Oct 29, 2026
Meridian Wealth Management, LLC History Added to 94,874 4,980 0.15% 0.15% 147 +9,540 11.18% Q3 2026 Nov 05, 2026
Merit Financial Group, LLC History No change 82,494 4,860 0.03% 0.03% 148 0 0.0% Q2 2026 Jul 20, 2026
EFG International AG History No change 82,000 4,831 0.09% 0.09% 149 0 0.0% Q2 2026 Aug 14, 2026
PEDDOCK CAPITAL ADVISORS, LLC History Reduced 91,300 4,793 0.93% 1.08% 150 -911 -0.99% Q3 2026 Oct 16, 2026
Madison Asset Management, LLC History No change 81,210 4,784 0.06% 0.06% 151 0 0.0% Q2 2026 Aug 10, 2026
Russell Investments Group, Ltd. History No change 80,387 4,736 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 06, 2026
Lido Advisors, LLC History Added to 89,798 4,714 0.01% 0.01% 153 +16,945 23.26% Q3 2026 Nov 04, 2026
Bank of the Bluegrass & Trust Co. History No change 89,057 4,675 1.44% 1.44% 154 0 0.0% Q2 2026 Oct 28, 2026
Analyst IMS Investment Management Services Ltd. History No change 88,770 4,660 0.11% 0.12% 155 0 0.0% Q3 2026 Nov 05, 2026
Bleakley Financial Group, LLC History No change 78,726 4,638 0.06% 0.06% 156 0 0.0% Q2 2026 Aug 05, 2026
OPPENHEIMER & CO INC History Reduced 87,816 4,610 0.05% 0.06% 157 -13,128 -13.01% Q3 2026 Oct 26, 2026
CARLSON FINANCIAL, INC. History Added to 87,215 4,578 2.42% 2.58% 158 +1,190 1.38% Q3 2026 Nov 05, 2026
PFG Advisors History Added to 86,564 4,544 0.23% 0.25% 159 +1,305 1.53% Q3 2026 Oct 15, 2026
MRA Advisory Group History Reduced 86,434 4,537 1.7% 1.86% 160 -723 -0.83% Q3 2026 Oct 07, 2026
FIFTH THIRD BANCORP History No change 76,156 4,487 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 75,832 4,468 0.03% 0.03% 162 0 0.0% Q2 2026 Sep 08, 2026
FORTEM FINANCIAL GROUP, LLC History Added to 83,723 4,395 0.9% 1.0% 163 +748 0.9% Q3 2026 Oct 20, 2026
Alaska Permanent Capital Management, LLC History No change 73,952 4,354 0.28% 0.28% 164 0 0.0% Q2 2026 Aug 11, 2026
Oxford Wealth Group, LLC History No change 73,639 4,338 1.94% 1.94% 165 0 0.0% Q2 2026 Aug 13, 2026
WAYSTONE ADVISORS LLC History No change 73,223 4,314 3.23% 3.22% 166 0 0.0% Q3 2026 Oct 16, 2026
Wealthfront Advisers LLC History No change 73,087 4,306 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 07, 2026
Banque Transatlantique SA History No change 72,530 4,273 0.09% 0.09% 168 0 0.0% Q2 2026 Jul 30, 2026
Apollon Wealth Management, LLC History Added to 80,369 4,219 0.05% 0.05% 169 +13,073 19.43% Q3 2026 Oct 23, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 71,536 4,214 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 14, 2026
Geneos Wealth Management Inc. History No change 70,970 4,181 0.09% 0.09% 171 0 0.0% Q2 2026 Aug 06, 2026
Paladin Advisory Group, LLC History No change 70,891 4,176 2.77% 2.77% 172 0 0.0% Q2 2026 Jul 28, 2026
FIFTH THIRD SECURITIES, INC. History Reduced 79,429 4,170 0.21% 0.3% 173 -10,135 -11.32% Q3 2026 Oct 21, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 70,524 4,155 0.16% 0.16% 174 0 0.0% Q2 2026 Aug 14, 2026
TUDOR INVESTMENT CORP ET AL History No change 68,816 4,054 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 14, 2026
Austin Wealth Management, LLC History No change 71,734 4,038 0.85% 0.85% 176 0 0.0% Q2 2026 Jul 22, 2026
Private Wealth Advisors, LLC History No change 68,336 4,026 1.03% 1.03% 177 0 0.0% Q2 2026 Aug 06, 2026
San Luis Wealth Advisors LLC History Reduced 76,340 4,007 0.58% 1.09% 178 -46,853 -38.03% Q3 2026 Oct 27, 2026
ARVEST INVESTMENTS, INC. History Added to 75,658 3,972 0.48% 0.48% 179 +7,751 11.41% Q3 2026 Oct 21, 2026
Magnus Financial Group LLC History Added to 75,579 3,967 0.27% 0.3% 180 +4,713 6.65% Q3 2026 Oct 21, 2026
Summit Trail Advisors, LLC History No change 65,521 3,860 0.05% 0.05% 181 0 0.0% Q2 2026 Aug 11, 2026
HSBC HOLDINGS PLC History No change 65,179 3,840 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 64,804 3,818 0.08% 0.08% 183 0 0.0% Q2 2026 Jul 17, 2026
Conservest Capital Advisors, Inc. History No change 64,173 3,781 0.3% 0.3% 184 0 0.0% Q2 2026 Jul 22, 2026
NATIONS FINANCIAL GROUP INC, /IA/ /ADV History No change 63,904 3,765 0.18% 0.18% 185 0 0.0% Q2 2026 Jul 23, 2026
BIP Wealth, LLC History Added to 70,681 3,710 0.1% 0.11% 186 +6,303 9.79% Q3 2026 Oct 22, 2026
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. History No change 62,840 3,708 2.58% 2.58% 187 0 0.0% Q2 2026 Jul 21, 2026
NorthRock Partners, LLC History No change 62,520 3,683 0.05% 0.05% 188 0 0.0% Q2 2026 Aug 11, 2026
Baird Financial Group, Inc. History No change 62,115 3,659 0.01% 0.01% 189 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 61,621 3,633 0.04% 0.04% 190 0 0.0% Q2 2026 Aug 12, 2026
Parallel Advisors, LLC History Added to 69,103 3,627 0.05% 0.05% 191 +11,176 19.29% Q3 2026 Nov 03, 2026
BYRNE FINANCIAL FREEDOM, LLC History No change 58,780 3,463 1.35% 1.35% 192 0 0.0% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History Added to 64,446 3,383 0.02% 0.02% 193 +15,526 31.74% Q3 2026 Oct 16, 2026
Western Wealth Management, LLC History No change 57,134 3,366 0.11% 0.11% 194 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History Reduced 61,226 3,214 0.12% 0.13% 195 -92 -0.15% Q3 2026 Oct 13, 2026
Laurel Wealth Advisors LLC History Reduced 60,390 3,170 0.29% 0.35% 196 -1,350 -2.19% Q3 2026 Oct 27, 2026
US BANCORP \DE\ History No change 53,667 3,162 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 53,677 3,153 0.15% 0.15% 198 0 0.0% Q2 2026 Jul 28, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 53,400 3,146 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Measured Wealth Private Client Group, LLC History No change 52,983 3,121 0.75% 0.75% 200 0 0.0% Q2 2026 Aug 10, 2026
Steelhead Wealth Management LLC History No change 52,699 3,105 1.25% 1.25% 201 0 0.0% Q2 2026 Aug 13, 2026
CreativeOne Wealth, LLC History No change 52,412 3,088 0.07% 0.07% 202 0 0.0% Q2 2026 Aug 13, 2026
Main Street Financial Solutions, LLC History No change 52,416 3,088 0.2% 0.2% 203 0 0.0% Q2 2026 Aug 07, 2026
HAZLETT, BURT & WATSON, INC. History Added to 58,673 3,080 0.8% 0.91% 204 +687 1.18% Q3 2026 Nov 04, 2026
Integrity Investment Advisors, LLC History Added to 58,328 3,062 1.2% 1.15% 205 +13,426 29.9% Q3 2026 Nov 03, 2026
FOUNDERS FINANCIAL SECURITIES LLC History Added to 58,148 3,052 0.15% 0.01% 206 +53,625 1185.61% Q3 2026 Oct 28, 2026
Nvest Financial, LLC History No change 51,223 3,018 0.95% 0.95% 207 0 0.0% Q2 2026 Jul 30, 2026
COURIER CAPITAL LLC History Added to 56,039 2,942 0.15% 0.15% 208 +3,939 7.56% Q3 2026 Oct 19, 2026
Peck Wealth Management, LLC History Reduced 55,970 2,938 2.49% 2.82% 209 -943 -1.66% Q3 2026 Oct 29, 2026
Focus Partners Advisor Solutions, LLC History No change 49,445 2,913 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 06, 2026
GPM Growth Investors, Inc. History Added to 54,973 2,886 1.22% 1.29% 211 +2,661 5.09% Q3 2026 Oct 30, 2026
NorthCrest Asset Manangement, LLC History Added to 54,147 2,883 0.07% 0.08% 212 +734 1.37% Q3 2026 Oct 09, 2026
Federation des caisses Desjardins du Quebec History No change 48,946 2,882 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 13, 2026
World Investment Advisors History No change 54,670 2,875 0.05% 0.05% 214 0 0.0% Q2 2026 Aug 13, 2026
Advisor Resource Council History No change 49,393 2,856 0.81% 0.81% 215 0 0.0% Q2 2026 Jul 28, 2026
McCollum Christoferson Group LLC History Added to 53,409 2,803 0.82% 0.9% 216 +1,289 2.47% Q3 2026 Oct 13, 2026
Norris Financial Group, LLC History No change 47,491 2,798 1.11% 1.11% 217 0 0.0% Q2 2026 Aug 05, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 53,196 2,792 0.11% 0.11% 218 +6,532 14.0% Q3 2026 Oct 23, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 47,127 2,776 0.08% 0.08% 219 0 0.0% Q2 2026 Aug 10, 2026
Acorn Wealth Advisors, LLC History Added to 52,628 2,762 0.68% 0.68% 220 +5,553 11.8% Q3 2026 Oct 19, 2026
PRINCIPAL SECURITIES, INC. History No change 46,685 2,750 0.03% 0.03% 221 0 0.0% Q2 2026 Aug 04, 2026
Capital Advisors, Ltd. LLC History Added to 52,279 2,745 0.28% 0.3% 222 +2,307 4.62% Q3 2026 Oct 27, 2026
REDW Wealth LLC History Reduced 52,214 2,741 1.0% 1.1% 223 -125 -0.24% Q3 2026 Oct 30, 2026
Maridea Wealth Management LLC History No change 46,500 2,739 0.3% 0.3% 224 0 0.0% Q2 2026 Aug 06, 2026
Prosperity Financial Group, Inc. History Reduced 51,910 2,725 0.8% 0.98% 225 -1,484 -2.78% Q3 2026 Oct 29, 2026
Prime Capital Investment Advisors, LLC History Reduced 51,384 2,697 0.03% 0.03% 226 -170 -0.33% Q3 2026 Oct 20, 2026
Bison Wealth, LLC History Added to 50,277 2,683 0.22% 0.24% 227 +5,339 11.88% Q3 2026 Oct 13, 2026
Owen LaRue, LLC History No change 45,515 2,681 0.93% 0.93% 228 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Wealth Management, LLC History Added to 50,777 2,665 0.11% 0.11% 229 +6,247 14.03% Q3 2026 Nov 04, 2026
Diversify Advisory Services, LLC History Reduced 50,305 2,663 0.04% 0.05% 230 -781 -1.53% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 50,305 2,663 0.04% 0.05% 231 -781 -1.53% Q3 2026 Oct 20, 2026
Focus Financial Network, Inc. History Added to 49,690 2,608 0.08% 0.09% 232 +1,386 2.87% Q3 2026 Oct 14, 2026
Arax Advisory Partners History No change 42,982 2,532 0.02% 0.02% 233 0 0.0% Q2 2026 Aug 10, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 42,268 2,490 1.03% 1.03% 234 0 0.0% Q2 2026 Aug 14, 2026
BENJAMIN EDWARDS INC History No change 42,102 2,480 0.02% 0.02% 235 0 0.0% Q2 2026 Jul 24, 2026
Arkadios Wealth Advisors History No change 41,799 2,462 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 10, 2026
CULLEN/FROST BANKERS, INC. History Added to 46,669 2,450 0.02% 0.01% 237 +36,894 377.43% Q3 2026 Oct 28, 2026
PCG Wealth Advisors, LLC History No change 41,346 2,436 0.54% 0.54% 238 0 0.0% Q2 2026 Aug 03, 2026
WealthCare Investment Partners, LLC History No change 41,234 2,429 0.59% 0.59% 239 0 0.0% Q2 2026 Aug 10, 2026
Veridan Wealth LLC History No change 40,879 2,408 0.82% 0.82% 240 0 0.0% Q2 2026 Aug 10, 2026
Ascentis Independent Advisors History New 45,331 2,381 0.14% — 241 +45,331 New Q3 2026 Nov 03, 2026
STRATEGY ASSET MANAGERS LLC History Added to 44,166 2,318 0.36% 0.39% 242 +373 0.85% Q3 2026 Oct 14, 2026
Beacon Pointe Advisors, LLC History No change 39,299 2,315 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 18, 2026
Future Financial Wealth Managment LLC History New 43,571 2,287 1.4% — 244 +43,571 New Q3 2026 Oct 15, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 38,802 2,286 0.02% 0.02% 245 0 0.0% Q2 2026 Aug 14, 2026
LANE BROTHERS & CO INC History Reduced 43,036 2,259 2.28% 2.5% 246 -21,893 -33.72% Q3 2026 Nov 02, 2026
Mutual Advisors, LLC History No change 38,299 2,256 0.04% 0.04% 247 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 42,605 2,236 0.04% 0.04% 248 +3,516 8.99% Q3 2026 Oct 28, 2026
RFG Advisory, LLC History Added to 41,683 2,188 0.03% 0.01% 249 +25,533 158.1% Q3 2026 Nov 03, 2026
American Institute for Advanced Investment Management, LLP History Added to 40,965 2,150 1.24% 1.39% 250 +206 0.51% Q3 2026 Nov 03, 2026
KRAEMATON INVESTMENT ADVISORS, INC History Added to 40,934 2,149 1.61% 1.75% 251 +1,030 2.58% Q3 2026 Nov 02, 2026
Key Client Fiduciary Advisors, LLC History Added to 40,625 2,132 0.6% 0.66% 252 +1,797 4.63% Q3 2026 Oct 19, 2026
Ciovacco Capital Management LLC History No change 36,178 2,131 0.95% 0.95% 253 0 0.0% Q2 2026 Aug 07, 2026
First Heartland Consultants, Inc. History Reduced 40,321 2,116 0.14% 0.18% 254 -6,630 -14.12% Q3 2026 Oct 08, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Reduced 40,179 2,109 0.09% 0.99% 255 -1,018,795 -96.21% Q3 2026 Oct 21, 2026
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. History Added to 40,011 2,102 1.04% 1.07% 256 +2,473 6.59% Q3 2026 Oct 26, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 35,610 2,098 0.02% 0.02% 257 0 0.0% Q2 2026 Aug 14, 2026
Empowered Funds, LLC History No change 35,503 2,091 0.01% 0.01% 258 0 0.0% Q2 2026 Aug 14, 2026
Prospera Financial Services Inc History Added to 39,038 2,090 0.03% 0.03% 259 +2,348 6.4% Q3 2026 Nov 04, 2026
Princeton Global Asset Management LLC History Added to 38,946 2,044 0.3% 0.33% 260 +390 1.01% Q3 2026 Oct 21, 2026
NATIXIS ADVISORS, LLC History No change 34,488 2,032 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 14, 2026
Koshinski Asset Management, Inc. History Added to 38,649 2,029 0.11% 0.12% 262 +983 2.61% Q3 2026 Oct 29, 2026
Beacon Financial Advisory LLC History Added to 38,536 2,023 0.38% 0.43% 263 +1,133 3.03% Q3 2026 Oct 16, 2026
SFI Advisors, LLC History Reduced 38,544 2,023 1.66% 1.97% 264 -179 -0.46% Q3 2026 Oct 30, 2026
Joel Isaacson & Co., LLC History No change 33,336 1,964 0.06% 0.06% 265 0 0.0% Q2 2026 Aug 04, 2026
Royal Harbor Partners, LLC History Added to 36,914 1,937 0.59% 0.67% 266 +411 1.13% Q3 2026 Oct 28, 2026
Highview Capital Management LLC/DE/ History No change 32,818 1,933 0.56% 0.56% 267 0 0.0% Q2 2026 Aug 11, 2026
NORTHBRIDGE FINANCIAL GROUP, LLC History Reduced 35,242 1,925 0.67% 0.84% 268 -1,828 -4.93% Q3 2026 Nov 05, 2026
CITADEL ADVISORS LLC History No change 32,300 1,903 0.0% 0.0% 269 0 0.0% Q2 2026 Sep 02, 2026
O'ROURKE & COMPANY, Inc History No change 32,091 1,890 0.66% 0.66% 270 0 0.0% Q2 2026 Aug 14, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History Reduced 35,546 1,866 0.09% 0.19% 271 -28,904 -44.85% Q3 2026 Oct 14, 2026
Simmons Bank History No change 31,572 1,860 0.11% 0.11% 272 0 0.0% Q2 2026 Jul 31, 2026
Paragon Advisors, LLC History New 35,378 1,857 0.34% — 273 +35,378 New Q3 2026 Nov 03, 2026
Transamerica Financial Advisors, LLC History No change 31,167 1,836 0.16% 0.16% 274 0 0.0% Q2 2026 Aug 14, 2026
JFS WEALTH ADVISORS, LLC History Added to 34,714 1,822 0.09% 0.1% 275 +11 0.03% Q3 2026 Nov 03, 2026
Copia Wealth Management History No change 30,818 1,815 1.09% 1.09% 276 0 0.0% Q2 2026 Aug 17, 2026
Ballentine Partners, LLC History No change 30,548 1,799 0.02% 0.02% 277 0 0.0% Q2 2026 Jul 17, 2026
Financial Freedom, LLC History No change 29,934 1,763 0.81% 0.81% 278 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History Added to 33,725 1,760 0.05% 0.05% 279 +1,101 3.37% Q3 2026 Oct 23, 2026
Purpose Unlimited Inc. History No change 29,834 1,757 0.07% 0.07% 280 0 0.0% Q2 2026 Aug 13, 2026
Trivium Point Advisory, LLC History No change 29,288 1,725 0.16% 0.16% 281 0 0.0% Q2 2026 Aug 06, 2026
CVA Family Office, LLC History No change 28,941 1,705 0.15% 0.15% 282 0 0.0% Q2 2026 Aug 07, 2026
Comprehensive Money Management Services LLC History No change 28,834 1,698 1.07% 1.07% 283 0 0.0% Q2 2026 Aug 14, 2026
WBH ADVISORY INC History Reduced 32,139 1,687 0.11% 0.13% 284 -55 -0.17% Q3 2026 Nov 04, 2026
FORONJY FINANCIAL LLC History Reduced 32,008 1,680 0.59% 0.83% 285 -6,128 -16.07% Q3 2026 Oct 14, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 28,442 1,675 0.5% 0.5% 286 0 0.0% Q2 2026 Jul 14, 2026
Insight Advisors, LLC/ PA History Added to 31,664 1,662 0.29% 0.32% 287 +1,225 4.02% Q3 2026 Oct 22, 2026
Sonoma Allocations LLC History No change 28,422 1,658 0.52% 0.52% 288 0 0.0% Q2 2026 Jul 08, 2026
BigSur Wealth Management LLC History No change 30,855 1,619 0.38% 0.44% 289 0 0.0% Q3 2026 Oct 13, 2026
Cyndeo Wealth Partners, LLC History Reduced 30,821 1,618 0.07% 0.09% 290 -614 -1.95% Q3 2026 Oct 16, 2026
CATHY PARETO & ASSOCIATES, INC History Added to 30,781 1,616 0.92% 1.05% 292 +484 1.6% Q3 2026 Oct 15, 2026
NewEdge Wealth, LLC History No change 27,428 1,616 0.02% 0.02% 291 0 0.0% Q2 2026 Aug 10, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 27,426 1,615 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 27,304 1,608 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 07, 2026
KICKSTAND VENTURES, LLC. History No change 27,259 1,606 0.29% 0.29% 295 0 0.0% Q2 2026 Jul 30, 2026
Koa Wealth Management, LLC History Reduced 29,849 1,567 1.01% 1.2% 296 -147 -0.49% Q3 2026 Oct 14, 2026
Pekin Hardy Strauss, Inc. History Added to 29,820 1,565 0.14% 0.14% 297 +1,980 7.11% Q3 2026 Nov 02, 2026
Uniting Wealth Partners, LLC History No change 26,364 1,556 0.32% 0.32% 298 0 0.0% Q2 2026 Aug 06, 2026
LRI Investments, LLC History No change 26,392 1,555 0.13% 0.13% 299 0 0.0% Q2 2026 Jul 14, 2026
CITIZENS FINANCIAL GROUP INC/RI History Added to 28,970 1,520 0.02% 0.02% 300 +1 0.0% Q3 2026 Oct 23, 2026
Keystone Financial Group History No change 25,711 1,514 0.09% 0.09% 301 0 0.0% Q2 2026 Jul 29, 2026
CAPTRUST FINANCIAL ADVISORS History No change 25,630 1,510 0.0% 0.0% 302 0 0.0% Q2 2026 Aug 13, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 25,565 1,508 0.06% 0.06% 303 0 0.0% Q2 2026 Jul 21, 2026
Intrepid Financial Planning Group LLC History No change 25,606 1,508 0.51% 0.51% 304 0 0.0% Q2 2026 Aug 12, 2026
HARBOR INVESTMENT ADVISORY, LLC History Added to 28,498 1,496 0.1% 0.11% 305 +1,130 4.13% Q3 2026 Oct 13, 2026
Quantinno Capital Management LP History No change 25,236 1,486 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 13, 2026
INVENIO WEALTH PARTNERS LLC History New 28,264 1,483 0.53% — 307 +28,264 New Q3 2026 Oct 19, 2026
Invst, LLC History No change 25,131 1,480 0.14% 0.14% 308 0 0.0% Q2 2026 Aug 14, 2026
Allodium Investment Consultants, LLC History Added to 27,977 1,468 0.6% 0.68% 309 +640 2.34% Q3 2026 Oct 14, 2026
IFP Advisors, Inc History Reduced 27,552 1,446 0.02% 0.03% 310 -634 -2.25% Q3 2026 Oct 16, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC History Reduced 27,489 1,443 0.36% 0.37% 311 -164 -0.59% Q3 2026 Oct 28, 2026
Rothschild Capital Partners, LLC History No change 24,353 1,434 0.31% 0.31% 312 0 0.0% Q2 2026 Aug 14, 2026
PW Nova Financial Services LLC History New 27,093 1,422 0.29% — 313 +27,093 New Q3 2026 Oct 15, 2026
WEDBUSH SECURITIES INC History Reduced 27,027 1,419 0.04% 0.05% 314 -3,206 -10.6% Q3 2026 Oct 22, 2026
LANARK FINANCIAL, INC. History Added to 26,971 1,415 0.1% 0.11% 315 +505 1.91% Q3 2026 Oct 26, 2026
NWAM LLC History No change 23,852 1,405 0.07% 0.07% 316 0 0.0% Q2 2026 Jul 23, 2026
Cresset Asset Management, LLC History No change 23,767 1,402 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 14, 2026
ENTREWEALTH, LLC History Added to 26,550 1,393 0.5% 0.54% 318 +1,756 7.08% Q3 2026 Oct 14, 2026
Indivisible Partners History Added to 26,287 1,380 0.06% 0.05% 319 +10,086 62.26% Q3 2026 Oct 26, 2026
CONGRESS ASSET MANAGEMENT CO History Reduced 25,931 1,361 0.01% 0.01% 320 -1,284 -4.72% Q3 2026 Oct 06, 2026
Gotham Asset Management, LLC History No change 22,484 1,324 0.0% 0.0% 321 0 0.0% Q2 2026 Aug 14, 2026
REGIONS FINANCIAL CORP History Added to 25,193 1,322 0.01% 0.01% 322 +1,088 4.51% Q3 2026 Nov 05, 2026
APS Management Group, Inc. History Reduced 25,085 1,316 0.95% 1.57% 323 -9,536 -27.54% Q3 2026 Oct 14, 2026
Alaska Wealth Advisors, LLC History No change 22,323 1,315 0.14% 0.14% 324 0 0.0% Q2 2026 Aug 11, 2026
BARD ASSOCIATES INC History No change 21,996 1,297 0.29% 0.29% 325 0 0.0% Q2 2026 Aug 11, 2026
Perennial Investment Advisors, LLC History No change 21,965 1,294 0.09% 0.09% 326 0 0.0% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History No change 21,787 1,283 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History Added to 23,975 1,258 0.01% 0.01% 328 +2,101 9.61% Q3 2026 Oct 22, 2026
High Point Wealth Management, LLC History Added to 23,867 1,253 0.99% 1.09% 329 +1,302 5.77% Q3 2026 Nov 04, 2026
Atria Investments, Inc History Reduced 23,826 1,250 0.01% 0.02% 331 -6,781 -22.16% Q3 2026 Oct 15, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 21,230 1,250 0.01% 0.01% 330 0 0.0% Q2 2026 Aug 10, 2026
SOFI WEALTH, LLC History Added to 23,806 1,249 0.05% 0.04% 332 +5,140 27.54% Q3 2026 Oct 27, 2026
Gladstone Institutional Advisory LLC History No change 20,878 1,230 0.04% 0.04% 333 0 0.0% Q2 2026 Jul 27, 2026
BURKE & HERBERT BANK & TRUST CO History No change 23,375 1,227 0.3% 0.34% 334 0 0.0% Q3 2026 Nov 02, 2026
Quantum Portfolio Management LLC History No change 20,835 1,227 0.44% 0.44% 335 0 0.0% Q2 2026 Aug 14, 2026
First International Bank of Israel Ltd. History Added to 22,903 1,202 0.49% 0.17% 336 +12,041 110.85% Q3 2026 Nov 04, 2026
Essex Financial Services, Inc. History No change 20,368 1,200 0.06% 0.06% 337 0 0.0% Q2 2026 Aug 10, 2026
CENTAURUS FINANCIAL, INC. History No change 20,174 1,189 0.05% 0.05% 338 0 0.0% Q2 2026 Aug 17, 2026
SMITH, MOORE & CO. History No change 19,755 1,163 0.08% 0.08% 339 0 0.0% Q2 2026 Aug 12, 2026
SteelPeak Wealth, LLC History Added to 21,984 1,154 0.03% 0.03% 340 +5,173 30.77% Q3 2026 Oct 16, 2026
Advisory Services Network, LLC History No change 19,472 1,147 0.01% 0.01% 341 0 0.0% Q2 2026 Aug 12, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Reduced 21,834 1,146 0.04% 0.05% 342 -338 -1.52% Q3 2026 Oct 26, 2026
BROWN ADVISORY INC History No change 19,386 1,142 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 14, 2026
Wealthspire Advisors, LLC History No change 19,283 1,136 0.01% 0.01% 344 0 0.0% Q2 2026 Aug 11, 2026
Accel Wealth Management History Added to 21,612 1,134 0.24% 0.25% 345 +2,949 15.8% Q3 2026 Oct 13, 2026
Powell Investment Advisors, LLC History Reduced 21,482 1,127 0.36% 0.41% 346 -352 -1.61% Q3 2026 Oct 21, 2026
Wealthcare Capital Partners, LLC History Reduced 21,402 1,123 0.45% 0.52% 347 -69 -0.32% Q3 2026 Oct 21, 2026
Virtue Capital Management, LLC History New 21,163 1,111 0.14% — 348 +21,163 New Q3 2026 Oct 29, 2026
Greenline Wealth Management LLC History No change 18,856 1,110 0.91% 0.91% 349 0 0.0% Q2 2026 Jul 23, 2026
JANE STREET GROUP, LLC History No change 18,504 1,090 0.0% 0.0% 350 0 0.0% Q2 2026 Aug 14, 2026
Signal Advisors Wealth, LLC History Added to 20,569 1,079 0.05% 0.04% 352 +8,721 73.61% Q3 2026 Oct 13, 2026
Ellis Investment Partners, LLC History Reduced 20,562 1,079 0.16% 0.18% 351 -36 -0.17% Q3 2026 Oct 21, 2026
Belvedere Trading LLC History Added to 20,475 1,074 0.0% 0.0% 353 +16,410 403.69% Q3 2026 Nov 05, 2026
SHEETS SMITH WEALTH MANAGEMENT History Added to 20,316 1,066 0.11% 0.03% 354 +15,400 313.26% Q3 2026 Oct 16, 2026
Valued Retirements, Inc. History No change 18,065 1,064 0.96% 0.96% 355 0 0.0% Q2 2026 Aug 13, 2026
BRIDGES INVESTMENT MANAGEMENT INC History No change 17,939 1,056 0.01% 0.01% 356 0 0.0% Q2 2026 Aug 07, 2026
Wealthspire Retirement, LLC History No change 17,847 1,051 0.06% 0.06% 357 0 0.0% Q2 2026 Aug 12, 2026
Spire Wealth Management History Added to 19,650 1,031 0.03% 0.03% 358 +4,811 32.42% Q3 2026 Oct 30, 2026
Corient Private Wealth LP History No change 17,453 1,028 0.0% 0.0% 359 0 0.0% Q2 2026 Aug 27, 2026
Clear Creek Financial Management, LLC History Reduced 19,447 1,020 0.08% 0.07% 360 -93 -0.48% Q3 2026 Oct 28, 2026
Bensler, LLC History Reduced 19,266 1,011 0.1% 0.1% 361 -365 -1.86% Q3 2026 Nov 05, 2026
HighPoint Advisor Group LLC History No change 17,010 1,002 0.04% 0.04% 362 0 0.0% Q2 2026 Aug 05, 2026
OneDigital Investment Advisors LLC History No change 16,849 992 0.01% 0.01% 363 0 0.0% Q2 2026 Aug 06, 2026
Sierra Capital LLC History No change 16,392 965 0.09% 0.09% 364 0 0.0% Q2 2026 Aug 13, 2026
Beaumont Financial Advisors, LLC History Added to 18,262 958 0.06% 0.07% 365 +713 4.06% Q3 2026 Oct 22, 2026
SlateStone Wealth, LLC History No change 16,141 951 0.07% 0.07% 366 0 0.0% Q2 2026 Jul 20, 2026
COOKSON PEIRCE & CO INC History Added to 18,109 950 0.03% 0.03% 367 +476 2.7% Q3 2026 Oct 30, 2026
Verdence Capital Advisors LLC History Added to 18,075 948 0.04% 0.05% 368 +1,850 11.4% Q3 2026 Oct 26, 2026
GRANVILLE CAPITAL, INC. History No change 15,984 941 0.42% 0.42% 369 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 15,861 934 0.0% 0.0% 370 0 0.0% Q2 2026 Jul 17, 2026
Savant Capital, LLC History No change 15,812 931 0.0% 0.0% 371 0 0.0% Q2 2026 Aug 10, 2026
WILLNER & HELLER, LLC History Added to 17,721 930 0.59% 0.65% 372 +208 1.19% Q3 2026 Oct 27, 2026
PRIVATE TRUST CO NA History Added to 17,692 928 0.07% 0.08% 373 +958 5.72% Q3 2026 Oct 20, 2026
Pathstone Holdings, LLC History No change 15,484 912 0.0% 0.0% 374 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 17,151 909 0.05% 0.06% 375 +1,113 6.94% Q3 2026 Nov 02, 2026
Pinnacle Financial Partners, Inc. History No change 15,197 895 0.01% 0.01% 376 0 0.0% Q2 2026 Aug 14, 2026
Modern Wealth Management, LLC History No change 15,179 894 0.01% 0.01% 377 0 0.0% Q2 2026 Aug 13, 2026
Commerce Advisors, LLC History Reduced 16,818 882 0.42% 0.55% 378 -297 -1.74% Q3 2026 Oct 19, 2026
Sage Mountain Advisors LLC History No change 16,793 881 0.05% 0.06% 379 0 0.0% Q3 2026 Nov 02, 2026
Cornerstone Wealth, LLC/TN History Reduced 17,072 880 0.42% 0.51% 380 -809 -4.52% Q3 2026 Oct 27, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 14,914 878 0.05% 0.05% 381 0 0.0% Q2 2026 Aug 12, 2026
Ascent Advisors, LLC History No change 15,128 872 1.01% 1.01% 382 0 0.0% Q2 2026 Aug 14, 2026
Sharkey, Howes & Javer History Added to 16,467 864 0.1% 0.12% 383 +5 0.03% Q3 2026 Oct 22, 2026
Jacobi Capital Management LLC History No change 14,629 861 0.04% 0.04% 384 0 0.0% Q2 2026 Jul 31, 2026
BLUEDOOR PRIVATE WEALTH, LLC History Added to 16,286 855 0.36% 0.39% 386 +446 2.82% Q3 2026 Nov 05, 2026
Fort Point Capital Partners LLC History No change 14,502 855 0.06% 0.06% 385 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 14,114 831 0.01% 0.01% 387 0 0.0% Q2 2026 Jul 21, 2026
CHOREO, LLC History Added to 15,820 830 0.01% 0.01% 388 +349 2.26% Q3 2026 Oct 28, 2026
Global Retirement Partners, LLC History No change 14,098 830 0.01% 0.01% 389 0 0.0% Q2 2026 Aug 06, 2026
IFG Advisory, LLC History No change 14,037 827 0.03% 0.03% 390 0 0.0% Q2 2026 Aug 13, 2026
STEPHENS INC /AR/ History No change 14,002 824 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History Added to 15,656 821 0.0% 0.0% 393 +8,109 107.45% Q3 2026 Oct 23, 2026
Henrickson Nauta Wealth Advisors, Inc. History No change 13,917 821 0.2% 0.2% 392 0 0.0% Q2 2026 Jul 09, 2026
Mine & Arao Wealth Creation & Management, LLC. History Added to 15,331 804 0.29% 0.33% 394 +14 0.09% Q3 2026 Oct 29, 2026
Chicago Partners Investment Group LLC History Added to 15,533 801 0.01% 0.02% 395 +865 5.9% Q3 2026 Oct 26, 2026
Autumn Glory Partners, LLC History Added to 15,268 801 0.22% 0.25% 396 +1 0.01% Q3 2026 Oct 26, 2026
Finivi Inc. History Added to 15,158 795 0.38% 0.45% 397 +249 1.67% Q3 2026 Oct 13, 2026
Orion Porfolio Solutions, LLC History No change 13,480 794 0.01% 0.01% 398 0 0.0% Q2 2026 Aug 14, 2026
TD Waterhouse Canada Inc. History Reduced 14,922 791 0.0% 0.0% 399 -13,389 -47.29% Q3 2026 Oct 16, 2026
Sovran Advisors, LLC History Reduced 14,402 784 0.05% 0.07% 400 -3,522 -19.65% Q3 2026 Oct 30, 2026
Quadrature Capital Ltd History No change 13,189 777 0.01% 0.01% 401 0 0.0% Q2 2026 Aug 06, 2026
MATAURO, LLC History Added to 14,723 772 0.09% 0.11% 402 +1,174 8.66% Q3 2026 Nov 03, 2026
Dynamic Advisor Solutions LLC History Reduced 14,674 770 0.02% 0.03% 403 -5,011 -25.46% Q3 2026 Oct 13, 2026
Keeler Thomas Management LLC History New 14,613 767 0.3% — 404 +14,613 New Q3 2026 Oct 29, 2026
Vontobel Holding Ltd. History No change 14,510 760 0.0% 0.0% 405 0 0.0% Q3 2026 Oct 16, 2026
Atlanta Consulting Group Advisors, LLC History No change 12,771 753 0.12% 0.12% 406 0 0.0% Q2 2026 Aug 14, 2026
NVWM, LLC History Added to 14,202 745 0.14% 0.17% 407 +72 0.51% Q3 2026 Oct 14, 2026
TANDEM CAPITAL MANAGEMENT CORP /ADV History Added to 14,120 741 0.33% 0.35% 408 +100 0.71% Q3 2026 Oct 22, 2026
Sowell Financial Services LLC History Reduced 13,972 733 0.02% 0.09% 409 -34,217 -71.01% Q3 2026 Oct 23, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 12,402 730 0.01% 0.01% 410 0 0.0% Q2 2026 Jul 23, 2026
Visionary Wealth Advisors History Added to 13,671 717 0.03% 0.02% 411 +6,069 79.83% Q3 2026 Nov 04, 2026
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC History Added to 13,596 715 0.08% 0.06% 412 +4,888 56.13% Q3 2026 Oct 26, 2026
Ancora Advisors LLC History No change 12,138 715 0.01% 0.01% 413 0 0.0% Q2 2026 Aug 14, 2026
Simplicity Wealth,LLC History Reduced 13,488 708 0.02% 0.03% 414 -3,012 -18.25% Q3 2026 Oct 23, 2026
OKABENA INVESTMENT SERVICES INC History No change 12,000 707 0.13% 0.13% 415 0 0.0% Q2 2026 Aug 04, 2026
NorthCoast Asset Management LLC History No change 11,902 701 0.02% 0.02% 416 0 0.0% Q2 2026 Aug 12, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 11,890 700 0.51% 0.51% 417 0 0.0% Q2 2026 Jul 24, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 13,247 695 0.01% 0.01% 418 +21 0.16% Q3 2026 Oct 13, 2026
INVESTMENT PARTNERS, LTD. History Added to 13,202 693 0.11% 0.15% 419 +4,800 57.13% Q3 2026 Oct 28, 2026
Core Wealth Advisors, Inc. History No change 11,712 690 0.14% 0.14% 420 0 0.0% Q2 2026 Aug 11, 2026
Envestnet Portfolio Solutions, Inc. History No change 11,723 690 0.0% 0.0% 421 0 0.0% Q2 2026 Sep 23, 2026
180 WEALTH ADVISORS, LLC History Added to 12,959 680 0.07% 0.07% 422 +811 6.68% Q3 2026 Nov 03, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 11,533 679 0.0% 0.0% 423 0 0.0% Q2 2026 Aug 13, 2026
Grandview Asset Management LLC History Reduced 12,868 675 0.19% 0.2% 425 -1,147 -8.18% Q3 2026 Oct 19, 2026
Capital Analysts, LLC History No change 11,461 675 0.02% 0.02% 424 0 0.0% Q2 2026 Aug 05, 2026
Tradition Wealth Management, LLC History No change 11,417 672 0.04% 0.04% 426 0 0.0% Q2 2026 Aug 11, 2026
BARINGS LLC History No change 12,744 669 0.01% 0.01% 427 0 0.0% Q3 2026 Oct 22, 2026
Marshall Financial Group, LLC History No change 11,370 669 0.1% 0.1% 428 0 0.0% Q2 2026 Jul 17, 2026
Pine Valley Investments Ltd Liability Co History No change 11,338 668 0.03% 0.03% 429 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History Added to 12,650 664 0.01% 0.01% 431 +881 7.49% Q3 2026 Oct 28, 2026
BROWN BROTHERS HARRIMAN & CO History No change 11,279 664 0.0% 0.0% 430 0 0.0% Q2 2026 Aug 12, 2026
SWMG, LLC History New 12,740 663 0.15% — 432 +12,740 New Q3 2026 Oct 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 10,982 647 0.0% 0.0% 433 0 0.0% Q2 2026 Aug 13, 2026
Hilltop Holdings Inc. History No change 10,902 642 0.05% 0.05% 434 0 0.0% Q2 2026 Aug 13, 2026
StoneX Group Inc. History Added to 12,053 640 0.02% 0.02% 435 +1,973 19.57% Q3 2026 Nov 03, 2026
ZEGA Investments, LLC History Reduced 12,188 639 0.07% 0.31% 436 -38,428 -75.92% Q3 2026 Nov 04, 2026
Alteri Wealth LLC History No change 10,761 634 0.18% 0.18% 437 0 0.0% Q2 2026 Jul 29, 2026
MARSHALL WACE, LLP History No change 10,600 624 0.0% 0.0% 438 0 0.0% Q2 2026 Aug 13, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 10,600 624 0.17% 0.17% 439 0 0.0% Q2 2026 Aug 12, 2026
SUMITOMO MITSUI FINANCIAL GROUP, INC. History No change 10,577 622 0.01% 0.01% 440 0 0.0% Q2 2026 Aug 13, 2026
Stonebridge Financial Group, LLC History Added to 11,732 615 0.05% 0.05% 441 +2 0.02% Q3 2026 Oct 01, 2026
TUCKER ASSET MANAGEMENT LLC History Added to 11,694 613 0.15% 0.14% 442 +2,222 23.46% Q3 2026 Oct 29, 2026
KINTRA WEALTH, LLC History No change 10,332 602 0.03% 0.03% 443 0 0.0% Q2 2026 Aug 14, 2026
WESPAC Advisors SoCal, LLC History Added to 11,329 594 0.11% 0.11% 444 +825 7.85% Q3 2026 Oct 13, 2026
Avidian Wealth Enterprises, LLC History Reduced 11,283 592 0.02% 0.02% 445 -2,064 -15.46% Q3 2026 Oct 08, 2026
AMJ Financial Wealth Management History No change 11,636 591 0.14% 0.14% 446 0 0.0% Q2 2026 Aug 10, 2026
Midwest Trust Co History Reduced 11,246 590 0.01% 0.01% 447 -2,586 -18.7% Q3 2026 Oct 22, 2026
LAFFER TENGLER INVESTMENTS, INC. History No change 10,000 589 0.08% 0.08% 448 0 0.0% Q2 2026 Jul 21, 2026
OpenArc Corporate Advisory, LLC History Added to 11,209 588 0.01% 0.01% 449 +225 2.05% Q3 2026 Oct 21, 2026
Castleview Partners, LLC History Added to 11,082 581 0.25% 0.28% 450 +224 2.06% Q3 2026 Oct 09, 2026
Claro Advisors Inc. History Reduced 11,051 580 0.06% 0.07% 451 -221 -1.96% Q3 2026 Nov 02, 2026
Vise Technologies, Inc. History Added to 11,012 578 0.0% 0.01% 452 +1,146 11.62% Q3 2026 Oct 28, 2026
Exchange Bank History Added to 10,980 576 0.36% 0.4% 453 +86 0.79% Q3 2026 Oct 07, 2026
Valmark Advisers, Inc. History No change 9,534 561 0.01% 0.01% 454 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History Reduced 10,656 559 0.01% 0.01% 455 -425 -3.84% Q3 2026 Oct 20, 2026
AlphaCore Capital LLC History Reduced 10,536 553 0.01% 0.01% 456 -425 -3.88% Q3 2026 Nov 04, 2026
Cerity Partners LLC History No change 9,378 552 0.0% 0.0% 457 0 0.0% Q2 2026 Aug 14, 2026
Alpha Financial Partners LLC History No change 9,382 552 0.29% 0.29% 458 0 0.0% Q2 2026 Aug 11, 2026
CrossGen Wealth, LLC History Added to 10,314 541 0.4% 0.47% 459 +8 0.08% Q3 2026 Oct 29, 2026
Diversified Enterprises, LLC History Added to 10,300 540 0.02% 0.03% 462 +4 0.04% Q3 2026 Oct 19, 2026
Vestcor Inc History No change 9,170 540 0.01% 0.01% 460 0 0.0% Q2 2026 Aug 11, 2026
Werba Rubin Papier Wealth Management History No change 9,166 540 0.07% 0.07% 461 0 0.0% Q2 2026 Jul 27, 2026
Clear Street Group Inc. History No change 9,010 530 0.0% 0.0% 463 0 0.0% Q2 2026 Aug 12, 2026
Investment Partners Asset Management, Inc. History Reduced 10,093 529 0.29% 0.33% 464 -89 -0.87% Q3 2026 Oct 08, 2026
Bluespring Wealth Management, LLC History No change 8,988 529 0.01% 0.01% 465 0 0.0% Q2 2026 Aug 11, 2026
Caprock Group, LLC History No change 8,969 529 0.01% 0.01% 466 0 0.0% Q2 2026 Jul 27, 2026
Trilogy Capital Inc. History Added to 9,973 523 0.02% 0.02% 467 +124 1.26% Q3 2026 Oct 20, 2026
PETRA FINANCIAL ADVISORS INC History No change 8,866 522 0.24% 0.24% 468 0 0.0% Q2 2026 Jul 24, 2026
Richardson Capital Management LLC History Added to 9,798 514 0.21% 0.21% 471 +1,312 15.46% Q3 2026 Oct 23, 2026
Mechanics Bank Trust Department History Reduced 9,804 514 0.06% 0.07% 469 -29 -0.29% Q3 2026 Oct 13, 2026
Advisors Preferred, LLC History No change 9,000 514 0.08% 0.08% 470 0 0.0% Q2 2026 Aug 11, 2026
Journey Advisory Group, LLC History Reduced 9,690 508 0.04% 0.04% 472 -186 -1.88% Q3 2026 Nov 04, 2026
Pinnacle Wealth Management Group, Inc. History No change 9,580 502 0.23% 0.26% 473 0 0.0% Q3 2026 Oct 15, 2026
Integrity Advisory Solutions, LLC History Added to 9,504 498 0.05% 0.06% 474 +333 3.63% Q3 2026 Oct 29, 2026
Stone Wealth Partners History Added to 9,335 491 0.17% 0.22% 476 +4,178 81.02% Q3 2026 Nov 04, 2026
Waverly Advisors, LLC History No change 8,350 491 0.0% 0.0% 475 0 0.0% Q2 2026 Aug 14, 2026
Avantax Planning Partners, Inc. History Added to 9,342 490 0.01% 0.01% 477 +941 11.2% Q3 2026 Nov 03, 2026
SCOTIA CAPITAL INC. History No change 8,309 489 0.0% 0.0% 478 0 0.0% Q2 2026 Aug 11, 2026
Elm3 Financial Group, LLC History Reduced 9,301 488 0.33% 0.39% 479 -426 -4.38% Q3 2026 Oct 07, 2026
Connecticut Capital Management Group, LLC History Added to 9,275 486 0.39% 0.28% 480 +3,384 57.44% Q3 2026 Oct 29, 2026
Entelevest, LLC History No change 8,154 480 0.41% 0.41% 481 0 0.0% Q2 2026 Jul 22, 2026
WEALTHSPAN PARTNERS, LLC History No change 8,138 479 0.15% 0.15% 482 0 0.0% Q2 2026 Aug 06, 2026
SIMPLEX TRADING, LLC History Reduced 9,060 475 0.0% 0.0% 483 -1,844 -16.91% Q3 2026 Nov 04, 2026
Eaton Financial Holdings Company, LLC History No change 8,024 472 0.13% 0.13% 484 0 0.0% Q2 2026 Aug 04, 2026
Index Technologies Group LLC History No change 7,978 470 0.38% 0.38% 485 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History Added to 8,905 467 0.0% 0.01% 486 +331 3.86% Q3 2026 Oct 15, 2026
OakTrust Wealth Advisors, LLC History No change 7,895 465 0.4% 0.4% 487 0 0.0% Q2 2026 Aug 06, 2026
B. Riley Wealth Advisors, Inc. History Added to 8,833 463 0.02% 0.03% 488 +58 0.66% Q3 2026 Oct 13, 2026
Crewe Advisors LLC History No change 7,864 463 0.03% 0.03% 489 0 0.0% Q2 2026 Jul 23, 2026
SHP Wealth Management History No change 7,843 462 0.03% 0.03% 490 0 0.0% Q2 2026 Aug 11, 2026
Compound Planning, Inc. History No change 7,854 462 0.01% 0.01% 491 0 0.0% Q2 2026 Aug 04, 2026
Great Diamond Partners, LLC History Reduced 8,539 448 0.08% 0.1% 492 -1,337 -13.54% Q3 2026 Oct 13, 2026
Guardian Capital, LLC History No change 7,500 441 0.36% 0.36% 493 0 0.0% Q2 2026 Aug 07, 2026
Ashton Thomas Private Wealth, LLC History Added to 8,390 440 0.01% 0.01% 494 +1,882 28.92% Q3 2026 Nov 02, 2026
FLAGSTAR SECURITIES, INC History Added to 8,357 438 0.13% 0.15% 495 +14 0.17% Q3 2026 Oct 15, 2026
MISSION WEALTH MANAGEMENT, LP History Reduced 8,314 436 0.01% 0.01% 497 -7,785 -48.36% Q3 2026 Oct 15, 2026
Forvis Mazars Wealth Advisors, LLC History Added to 8,320 436 0.01% 0.01% 496 +205 2.53% Q3 2026 Oct 13, 2026
Purus Wealth Management, LLC History Added to 8,298 435 0.12% 0.13% 498 +1 0.01% Q3 2026 Oct 15, 2026
Integras Partners LLC History Added to 8,269 434 0.24% 0.22% 499 +1,380 20.03% Q3 2026 Oct 30, 2026
WHITTIER TRUST CO History No change 7,500 433 0.0% 0.0% 500 0 0.0% Q2 2026 Jul 27, 2026
Advyzon Investment Management, LLC History No change 7,320 431 0.03% 0.03% 501 0 0.0% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History Added to 8,177 429 0.0% 0.0% 502 +2,230 37.5% Q3 2026 Oct 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 7,275 428 0.0% 0.0% 503 0 0.0% Q2 2026 Aug 13, 2026
Legacy Edge Advisors, LLC History No change 7,175 422 0.04% 0.04% 504 0 0.0% Q2 2026 Aug 11, 2026
Port Capital LLC History No change 7,135 420 0.02% 0.02% 505 0 0.0% Q2 2026 Aug 14, 2026
EAGLE WEALTH STRATEGIES LLC History Added to 7,920 415 0.16% 0.18% 506 +85 1.08% Q3 2026 Oct 20, 2026
PLANNING DIRECTIONS INC History No change 6,992 411 0.19% 0.19% 507 0 0.0% Q2 2026 Aug 10, 2026
GSG Advisors LLC History Added to 7,823 410 0.09% 0.1% 509 +14 0.18% Q3 2026 Nov 03, 2026
CASCADE INVESTMENT GROUP, INC. History Added to 7,821 410 0.23% 0.26% 508 +1 0.01% Q3 2026 Oct 13, 2026
Total Clarity Wealth Management, Inc. History Reduced 7,800 409 0.08% 0.09% 510 -130 -1.64% Q3 2026 Oct 26, 2026
Mezzasalma Advisors, LLC History Reduced 7,774 408 0.08% 0.31% 511 -18,218 -70.09% Q3 2026 Oct 14, 2026
Neuberger Berman Group LLC History No change 6,918 407 0.0% 0.0% 512 0 0.0% Q2 2026 Oct 27, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 6,908 407 0.03% 0.03% 513 0 0.0% Q2 2026 Aug 04, 2026
SIMON QUICK ADVISORS, LLC History Added to 7,656 401 0.02% 0.01% 514 +3,186 71.28% Q3 2026 Oct 26, 2026
Clark Asset Management, LLC History No change 7,640 401 0.03% 0.04% 515 0 0.0% Q3 2026 Oct 19, 2026
ProVise Management Group, LLC History No change 6,789 400 0.03% 0.03% 516 0 0.0% Q2 2026 Aug 03, 2026
SeaCrest Wealth Management, LLC History Added to 7,587 398 0.05% 0.05% 518 +3 0.04% Q3 2026 Oct 21, 2026
ADVISORS MANAGEMENT GROUP INC /ADV History No change 6,769 398 0.07% 0.07% 517 0 0.0% Q2 2026 Aug 04, 2026
Belpointe Asset Management LLC History No change 6,748 397 0.01% 0.01% 519 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 6,748 397 0.04% 0.04% 520 0 0.0% Q2 2026 Jul 31, 2026
ProCore Advisors, LLC History Added to 7,540 395 0.48% 0.52% 522 +460 6.5% Q3 2026 Oct 13, 2026
Strategic Advisors LLC History No change 7,526 395 0.08% 0.1% 521 0 0.0% Q3 2026 Oct 13, 2026
Global Financial Private Client, LLC History No change 7,500 393 0.11% 0.12% 523 0 0.0% Q3 2026 Oct 15, 2026
VALLEY NATIONAL ADVISERS INC History No change 7,367 386 0.04% 0.05% 524 0 0.0% Q3 2026 Oct 23, 2026
Altus Wealth Group LLC History No change 7,350 385 0.14% 0.16% 525 0 0.0% Q3 2026 Oct 20, 2026
Cheviot Value Management, LLC History No change 6,500 382 0.04% 0.04% 526 0 0.0% Q2 2026 Aug 06, 2026
Lakeridge Wealth Management LLC History No change 6,457 380 0.14% 0.14% 527 0 0.0% Q2 2026 Jul 14, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 6,438 379 0.02% 0.02% 528 0 0.0% Q2 2026 Aug 07, 2026
FAS Wealth Partners, Inc. History No change 6,324 372 0.02% 0.02% 529 0 0.0% Q2 2026 Jul 29, 2026
SeaBridge Investment Advisors LLC History New 7,083 371 0.05% — 530 +7,083 New Q3 2026 Oct 30, 2026
PFG Investments, LLC History No change 6,289 370 0.01% 0.01% 531 0 0.0% Q2 2026 Jul 23, 2026
Endowment Wealth Management, Inc. History Added to 6,943 364 0.12% 0.13% 532 +1,068 18.18% Q3 2026 Nov 03, 2026
Barnes Wealth Management Group, Inc History No change 6,171 363 0.17% 0.17% 533 0 0.0% Q2 2026 Jul 24, 2026
Independent Advisor Alliance History No change 6,063 357 0.01% 0.01% 534 0 0.0% Q2 2026 Aug 12, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 6,812 357 0.03% 0.03% 535 0 0.0% Q3 2026 Oct 23, 2026
Archford Capital Strategies, LLC History Added to 6,798 356 0.04% 0.04% 536 +100 1.49% Q3 2026 Oct 19, 2026
City Center Advisors, LLC History Added to 6,759 354 0.27% 0.25% 537 +1,455 27.43% Q3 2026 Oct 07, 2026
Gateway Wealth Partners, LLC History No change 5,957 351 0.02% 0.02% 538 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE CLIENT SERVICES, LLC History Added to 6,669 350 0.09% 0.08% 539 +1,587 31.23% Q3 2026 Oct 02, 2026
STABLEFORD CAPITAL II LLC History Reduced 6,638 348 0.12% 0.21% 540 -3,732 -35.99% Q3 2026 Oct 08, 2026
Embree Financial Group History Added to 6,620 347 0.03% 0.04% 541 +396 6.36% Q3 2026 Oct 22, 2026
Harbor Asset Planning, Inc. History Added to 6,609 346 0.26% 0.29% 545 +13 0.2% Q3 2026 Oct 23, 2026
GWN SECURITIES INC. History No change 5,880 346 0.06% 0.06% 542 0 0.0% Q2 2026 Aug 05, 2026
FIRST BUSINESS FINANCIAL SERVICES, INC. History No change 6,591 346 0.03% 0.03% 543 0 0.0% Q3 2026 Oct 29, 2026
Berger Financial Group, Inc History No change 5,889 346 0.02% 0.02% 544 0 0.0% Q2 2026 Aug 04, 2026
WARNER FINANCIAL, INC History No change 5,843 344 0.1% 0.1% 546 0 0.0% Q2 2026 Jul 09, 2026
Apollon Financial, LLC History Reduced 6,499 341 0.04% 0.05% 547 -5 -0.08% Q3 2026 Oct 23, 2026
Fairscale Capital, LLC History No change 6,365 340 0.2% 0.22% 548 0 0.0% Q3 2026 Nov 04, 2026
GoalVest Advisory LLC History Added to 75,363 339 0.06% 0.06% 549 +70,233 1369.06% Q3 2026 Oct 02, 2026
BFC Planning, Inc. History No change 5,706 336 0.01% 0.01% 550 0 0.0% Q2 2026 Oct 29, 2026
Asset One Wealth Management LLC History Reduced 6,330 332 0.03% 0.04% 551 -446 -6.58% Q3 2026 Nov 02, 2026
Moors & Cabot, Inc. History No change 5,626 331 0.01% 0.01% 552 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 5,623 331 0.01% 0.01% 553 0 0.0% Q2 2026 Aug 03, 2026
Unique Wealth Strategies, LLC History No change 5,609 330 0.12% 0.12% 554 0 0.0% Q3 2026 Oct 13, 2026
INSTRUMENTAL WEALTH, LLC History Added to 6,230 327 0.16% 0.18% 556 +209 3.47% Q3 2026 Oct 20, 2026
Heritage Wealth Management, Inc. History No change 6,243 327 0.08% 0.09% 555 0 0.0% Q3 2026 Oct 28, 2026
Fund Advisors of America Inc/FL History No change 5,512 324 0.29% 0.29% 557 0 0.0% Q2 2026 Aug 11, 2026
MADDEN SECURITIES Corp History No change 6,150 322 0.09% 0.1% 558 0 0.0% Q3 2026 Oct 27, 2026
Envision Financial LLC History New 6,119 321 0.14% — 559 +6,119 New Q3 2026 Oct 15, 2026
Avondale Wealth Management History Reduced 6,088 319 0.14% 0.17% 560 -1,000 -14.11% Q3 2026 Oct 15, 2026
Capstone Wealth Management Group, Inc. History Added to 6,074 318 0.19% 0.2% 562 +535 9.66% Q3 2026 Oct 19, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History No change 5,410 318 0.03% 0.03% 561 0 0.0% Q2 2026 Jul 28, 2026
Ryan Investment Management, Inc. History New 6,037 316 0.13% — 564 +6,037 New Q3 2026 Oct 20, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 5,613 316 0.01% 0.01% 563 0 0.0% Q2 2026 Jul 27, 2026
FIRST CITIZENS BANK & TRUST CO History New 5,976 313 0.0% — 566 +5,976 New Q3 2026 Oct 13, 2026
Lynx Investment Advisory History Added to 5,970 313 0.1% 0.1% 565 +757 14.52% Q3 2026 Oct 27, 2026
Icon Wealth Advisors, LLC History No change 5,192 305 0.02% 0.02% 567 0 0.0% Q2 2026 Aug 05, 2026
Kilter Group LLC History No change 5,170 304 0.11% 0.11% 568 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 5,156 303 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 03, 2026
Stratos Investment Management, LLC History No change 5,135 302 0.01% 0.01% 570 0 0.0% Q2 2026 Aug 11, 2026
ASSOCIATED BANC-CORP History Reduced 5,652 296 0.01% 0.01% 571 -150 -2.59% Q3 2026 Oct 30, 2026
Integrity Wealth Solutions LLC History No change 5,028 296 0.11% 0.11% 572 0 0.0% Q2 2026 Jul 30, 2026
Global View Capital Management LLC History Reduced 5,636 295 0.07% 0.16% 574 -7,631 -57.52% Q3 2026 Oct 28, 2026
Advisors Capital Management, LLC History No change 5,012 295 0.0% 0.0% 573 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 5,000 294 0.01% 0.01% 575 0 0.0% Q2 2026 Aug 12, 2026
NCM Capital Management, LLC History No change 5,006 294 0.09% 0.09% 576 0 0.0% Q2 2026 Aug 14, 2026
Colonial Trust Co / SC History No change 5,000 294 0.04% 0.04% 577 0 0.0% Q2 2026 Aug 11, 2026
Mesirow Financial Investment Management, Inc. History Added to 5,563 292 0.0% 0.01% 578 +7 0.13% Q3 2026 Nov 05, 2026
Helium Advisors LLC History Added to 5,534 290 0.25% 0.24% 579 +659 13.52% Q3 2026 Oct 23, 2026
HOLDERNESS INVESTMENTS CO History No change 4,869 286 0.05% 0.05% 580 0 0.0% Q2 2026 Aug 12, 2026
Aurora Private Wealth, Inc. History Reduced 5,435 285 0.18% 0.21% 582 -92 -1.66% Q3 2026 Oct 20, 2026
Fisher Asset Management, LLC History No change 4,844 285 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 04, 2026
Navis Wealth Advisors, LLC History No change 4,846 285 0.11% 0.11% 583 0 0.0% Q2 2026 Aug 14, 2026
Eley Financial Management, Inc History Reduced 5,350 280 0.09% 0.1% 585 -5 -0.09% Q3 2026 Nov 03, 2026
Astoria Portfolio Advisors LLC. History No change 4,767 280 0.05% 0.05% 584 0 0.0% Q2 2026 Jul 28, 2026
Keel Point, LLC History No change 4,713 277 0.02% 0.02% 586 0 0.0% Q2 2026 Aug 14, 2026
Pure Financial Advisors, LLC History No change 4,693 276 0.0% 0.0% 587 0 0.0% Q2 2026 Aug 14, 2026
Stonebridge Financial Planning Group, LLC History No change 4,669 275 0.09% 0.09% 588 0 0.0% Q2 2026 Jul 31, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History Added to 5,143 270 0.03% 0.02% 589 +736 16.7% Q3 2026 Oct 21, 2026
Sovereign Financial Group, Inc. History No change 4,594 270 0.04% 0.04% 590 0 0.0% Q2 2026 Jul 24, 2026
IMG Wealth Management, Inc. History Reduced 5,141 269 0.14% 0.17% 591 -196 -3.67% Q3 2026 Oct 26, 2026
Cardinal Point Capital Management ULC History Added to 5,120 268 0.01% 0.02% 592 +243 4.98% Q3 2026 Oct 21, 2026
OLD NATIONAL BANCORP /IN/ History Added to 5,098 267 0.01% 0.0% 593 +1,610 46.16% Q3 2026 Oct 20, 2026
SILVIA MCCOLL WEALTH MANAGEMENT, LLC History Added to 5,092 267 0.16% 0.18% 594 +8 0.16% Q3 2026 Oct 07, 2026
Elevated Capital Advisors, LLC History Added to 5,064 265 0.09% 0.08% 596 +8 0.16% Q3 2026 Nov 04, 2026
FIRST MANHATTAN CO. LLC. History No change 4,500 265 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 5,015 263 0.1% 0.11% 597 0 0.0% Q3 2026 Nov 04, 2026
Clearstead Advisors, LLC History No change 4,382 258 0.0% 0.0% 598 0 0.0% Q2 2026 Aug 06, 2026
Rollins Financial Advisors, LLC History No change 4,336 255 0.03% 0.03% 599 0 0.0% Q2 2026 Aug 04, 2026
Apeiron RIA LLC History New 4,800 254 0.06% — 600 +4,800 New Q3 2026 Oct 08, 2026
Ameraudi Asset Management, Inc. History No change 4,278 252 0.11% 0.11% 601 0 0.0% Q2 2026 Aug 06, 2026
Busey Bank History New 4,796 251 0.01% — 603 +4,796 New Q3 2026 Oct 26, 2026
Valeo Financial Advisors, LLC History Added to 4,794 251 0.01% 0.0% 602 +1,000 26.36% Q3 2026 Oct 08, 2026
Register Financial Advisors LLC History Reduced 4,773 250 0.08% 0.09% 606 -134 -2.73% Q3 2026 Oct 23, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 4,250 250 0.0% 0.0% 604 0 0.0% Q2 2026 Aug 10, 2026
Chicago Capital, LLC History No change 4,776 250 0.01% 0.01% 605 0 0.0% Q3 2026 Oct 13, 2026
GENTRY PRIVATE WEALTH, LLC History No change 4,224 248 0.13% 0.13% 607 0 0.0% Q2 2026 Aug 05, 2026
GeoWealth Management, LLC History No change 4,188 246 0.01% 0.01% 608 0 0.0% Q2 2026 Jul 30, 2026
MATHER GROUP, LLC. History Added to 4,600 241 0.0% 0.0% 609 +3,842 506.86% Q3 2026 Oct 14, 2026
Beacon Capital Management, LLC History Added to 4,557 239 0.03% 0.04% 611 +36 0.8% Q3 2026 Oct 23, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC History No change 4,070 239 0.0% 0.0% 610 0 0.0% Q2 2026 Aug 10, 2026
Everstar Asset Management, LLC History No change 4,060 239 0.12% 0.12% 612 0 0.0% Q2 2026 Aug 03, 2026
MEANS INVESTMENT CO., INC. History Added to 4,541 238 0.02% 0.02% 613 +2 0.04% Q3 2026 Nov 03, 2026
FORTRESS PRIVATE LEDGER, LLC History No change 4,031 237 0.06% 0.06% 614 0 0.0% Q2 2026 Aug 07, 2026
Modera Wealth Management, LLC History New 4,510 236 0.0% — 616 +4,510 New Q3 2026 Oct 28, 2026
Boreal Capital Management LLC History No change 4,000 236 0.18% 0.18% 615 0 0.0% Q2 2026 Aug 13, 2026
Black Diamond Financial, LLC History Added to 4,490 235 0.02% 0.02% 617 +7 0.16% Q3 2026 Oct 26, 2026
Kraft, Davis & Associates, LLC History No change 4,424 233 0.05% 0.05% 618 0 0.0% Q3 2026 Oct 21, 2026
Foguth Wealth Management, LLC. History Reduced 4,399 232 0.02% 0.04% 620 -2,279 -34.13% Q3 2026 Oct 19, 2026
Trust Point Inc. History No change 4,420 232 0.02% 0.02% 619 0 0.0% Q3 2026 Oct 27, 2026
GenTrust, LLC History No change 3,893 229 0.01% 0.01% 621 0 0.0% Q2 2026 Aug 06, 2026
Capital Investment Advisory Services, LLC History Added to 4,343 228 0.01% 0.02% 622 +40 0.93% Q3 2026 Oct 30, 2026
Arista Wealth Management, LLC History No change 4,330 227 0.02% 0.03% 623 0 0.0% Q3 2026 Oct 29, 2026
Madison Wealth Partners, Inc History No change 3,845 226 0.03% 0.03% 624 0 0.0% Q2 2026 Aug 12, 2026
Axis Wealth Partners, LLC History No change 3,817 224 0.11% 0.11% 625 0 0.0% Q2 2026 Jul 28, 2026
NWF Advisory Services Inc. History Added to 4,240 222 0.02% 0.02% 627 +71 1.7% Q3 2026 Oct 19, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 3,769 222 0.04% 0.04% 626 0 0.0% Q2 2026 Aug 14, 2026
SAGESPRING WEALTH PARTNERS, LLC History New 4,194 220 0.0% — 629 +4,194 New Q3 2026 Oct 22, 2026
Jackson, Grant Investment Advisers, Inc. History No change 3,750 220 0.07% 0.07% 628 0 0.0% Q2 2026 Jul 31, 2026
GK Wealth Management LLC History Reduced 4,173 219 0.12% 0.15% 630 -663 -13.71% Q3 2026 Oct 09, 2026
Joseph P. Lucia & Associates, LLC History No change 4,155 218 0.06% 0.07% 631 0 0.0% Q3 2026 Oct 30, 2026
Kuhn & Co Investment Counsel History New 4,134 217 0.12% — 633 +4,134 New Q3 2026 Oct 29, 2026
Stratos Wealth Advisors, LLC History No change 3,690 217 0.01% 0.01% 632 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History Added to 4,124 216 0.08% 0.03% 634 +2,968 256.75% Q3 2026 Oct 29, 2026
PGIM Custom Harvest LLC History No change 3,665 215 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 13, 2026
Intellectus Partners, LLC History No change 3,621 213 0.04% 0.04% 636 0 0.0% Q2 2026 Aug 12, 2026
Lakewood Asset Management LLC History No change 4,027 211 0.11% 0.13% 637 0 0.0% Q3 2026 Oct 26, 2026
INTEGRITY ALLIANCE, LLC. History New 4,001 210 0.01% — 639 +4,001 New Q3 2026 Oct 29, 2026
Three Cord True Wealth Management, LLC History No change 3,568 210 0.1% 0.1% 638 0 0.0% Q2 2026 Jul 23, 2026
GAMMA Investing LLC History Added to 3,992 209 0.01% 0.0% 641 +2,300 135.93% Q3 2026 Oct 08, 2026
Ameliora Wealth Management Ltd. History No change 4,000 209 0.06% 0.07% 640 0 0.0% Q3 2026 Oct 23, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 3,535 208 0.03% 0.03% 642 0 0.0% Q2 2026 Oct 30, 2026
Csenge Advisory Group History Reduced 3,925 206 0.01% 0.01% 643 -682 -14.8% Q3 2026 Nov 04, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History New 3,916 205 0.0% — 645 +3,916 New Q3 2026 Oct 27, 2026
PRELUDE CAPITAL MANAGEMENT, LLC History No change 3,490 205 0.01% 0.01% 644 0 0.0% Q2 2026 Aug 14, 2026
YARGER WEALTH STRATEGIES, LLC History No change 3,596 203 0.07% 0.07% 646 0 0.0% Q2 2026 Jul 14, 2026
COMMERCE BANK History No change 3,434 202 0.0% 0.0% 647 0 0.0% Q2 2026 Aug 12, 2026
FIRST NATIONAL TRUST CO History No change 3,829 201 0.01% 0.01% 648 0 0.0% Q3 2026 Oct 28, 2026
Ethos Financial Group, LLC History No change 3,651 200 0.01% 0.01% 649 0 0.0% Q2 2026 Aug 07, 2026
Spartan Wealth Advisory Services LLC History No change 3,400 200 0.02% 0.02% 650 0 0.0% Q2 2026 Aug 05, 2026
Security National Bank History No change 3,790 198 0.02% 0.03% 651 0 0.0% Q3 2026 Oct 26, 2026
Tidemark, LLC History No change 3,375 198 0.04% 0.04% 652 0 0.0% Q2 2026 Aug 10, 2026
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History Added to 3,590 188 0.02% 0.02% 653 +1,300 56.77% Q3 2026 Oct 29, 2026
Anchor Investment Management, LLC History No change 3,000 176 0.01% 0.01% 654 0 0.0% Q2 2026 Sep 15, 2026
Bravera Wealth History No change 2,684 158 0.06% 0.06% 655 0 0.0% Q2 2026 Jul 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 2,882 151 0.01% 0.01% 656 -1,481 -33.94% Q3 2026 Nov 04, 2026
Horizon Investments, LLC History No change 2,500 147 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 13, 2026
Knuff & Co LLC History No change 2,500 147 0.04% 0.04% 658 0 0.0% Q2 2026 Aug 10, 2026
Swisher Financial Concepts, Inc. History No change 2,504 147 0.09% 0.09% 659 0 0.0% Q2 2026 Aug 06, 2026
Anchor Bay Capital, Inc. History No change 2,352 137 0.07% 0.07% 660 0 0.0% Q2 2026 Aug 11, 2026
Realta Investment Advisors History Added to 2,595 136 0.04% 0.02% 661 +1,325 104.33% Q3 2026 Oct 14, 2026
Concord Wealth Partners History Reduced 2,443 128 0.01% 0.02% 662 -175 -6.68% Q3 2026 Oct 30, 2026
EVOLUTION WEALTH MANAGEMENT INC. History Reduced 2,443 128 0.07% 0.09% 664 -25 -1.01% Q3 2026 Oct 28, 2026
Turtle Creek Wealth Advisors, LLC History No change 2,450 128 0.01% 0.01% 663 0 0.0% Q3 2026 Oct 15, 2026
Westside Investment Management, Inc. History No change 2,205 115 0.01% 0.02% 665 0 0.0% Q3 2026 Nov 02, 2026
IMA Advisory Services, Inc. History No change 1,943 114 0.01% 0.01% 666 0 0.0% Q2 2026 Aug 10, 2026
Allspring Global Investments Holdings, LLC History Reduced 2,082 112 0.0% 0.0% 667 -1,844 -46.97% Q3 2026 Nov 04, 2026
BankPlus Trust Department History No change 1,880 110 0.03% 0.03% 668 0 0.0% Q2 2026 Jul 28, 2026
ST GERMAIN D J CO INC History No change 1,844 108 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 21, 2026
Benson Wealth Management INC History No change 1,849 108 0.11% 0.11% 670 0 0.0% Q2 2026 Aug 10, 2026
TSFG, LLC History Reduced 2,041 107 0.02% 0.02% 671 -11 -0.54% Q3 2026 Oct 23, 2026
REICON WEALTH ADVISORS, LLC History Added to 2,035 106 0.06% 0.07% 672 +85 4.36% Q3 2026 Nov 04, 2026
Markowski Investments History Added to 2,000 105 0.02% 0.02% 673 +250 14.29% Q3 2026 Oct 30, 2026
Triumph Capital Management History Reduced 1,945 102 0.02% 0.02% 674 -299 -13.32% Q3 2026 Oct 14, 2026
Ritter Daniher Financial Advisory LLC / DE History No change 1,718 101 0.02% 0.02% 675 0 0.0% Q2 2026 Jul 14, 2026
FLAGSHIP WEALTH ADVISORS, LLC History Reduced 1,888 99 0.02% 0.03% 676 -657 -25.82% Q3 2026 Nov 03, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,884 98 0.0% 0.0% 677 0 0.0% Q3 2026 Oct 22, 2026
UMB Bank, n.a. History No change 1,585 93 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 13, 2026
SBI Securities Co., Ltd. History Reduced 1,639 86 0.0% 0.0% 679 -235 -12.54% Q3 2026 Oct 21, 2026
TRUST CO OF VERMONT History No change 1,617 84 0.0% 0.0% 680 0 0.0% Q3 2026 Oct 21, 2026
FIRST UNITED BANK & TRUST History No change 1,565 82 0.02% 0.03% 681 0 0.0% Q3 2026 Oct 22, 2026
JNBA Financial Advisors History Added to 1,268 66 0.0% 0.0% 682 +170 15.48% Q3 2026 Nov 03, 2026
TIAA Wealth Investment Management LLC History No change 1,107 65 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 1,221 64 0.01% 0.01% 684 0 0.0% Q3 2026 Oct 16, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,207 63 0.02% 0.02% 685 +2 0.17% Q3 2026 Oct 07, 2026
Key FInancial Inc History Added to 1,190 62 0.01% 0.01% 686 +299 33.56% Q3 2026 Nov 02, 2026
Allied Private Wealth LLC History No change 1,093 61 0.04% 0.04% 687 0 0.0% Q2 2026 Jul 09, 2026
Basecamp Wealth Advisors LLC History No change 1,019 60 0.01% 0.01% 688 0 0.0% Q2 2026 Aug 14, 2026
Founders Financial Alliance, LLC History No change 1,014 59 0.01% 0.01% 689 0 0.0% Q2 2026 Aug 04, 2026
HHM Wealth Advisors, LLC History No change 925 54 0.01% 0.01% 690 0 0.0% Q2 2026 Jul 13, 2026
Axiom Investment Management LLC History Reduced 991 52 0.04% 0.04% 692 -65 -6.16% Q3 2026 Nov 03, 2026
Parkside Financial Bank & Trust History No change 1,000 52 0.0% 0.0% 691 0 0.0% Q3 2026 Oct 27, 2026
Glass Jacobson Investment Advisors llc History No change 1,007 52 0.02% 0.02% 693 0 0.0% Q3 2026 Oct 26, 2026
Fourth Dimension Wealth, LLC History No change 891 52 0.02% 0.02% 694 0 0.0% Q2 2026 Jul 31, 2026
Main Street Group, LTD History No change 984 51 0.01% 0.01% 695 0 0.0% Q3 2026 Oct 28, 2026
Parvin Asset Management, LLC History No change 865 50 0.04% 0.04% 696 0 0.0% Q2 2026 Aug 14, 2026
Bank of New Hampshire History Added to 936 49 0.01% 0.01% 697 +136 17.0% Q3 2026 Oct 06, 2026
Activest Wealth Management History No change 951 49 0.01% 0.01% 698 0 0.0% Q3 2026 Oct 15, 2026
Global Trust Asset Management, LLC History Reduced 925 48 0.01% 0.03% 699 -675 -42.19% Q3 2026 Oct 19, 2026
Atlantic Union Bankshares Corp History No change 807 47 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 11, 2026
Addison Advisors LLC History No change 800 47 0.02% 0.02% 701 0 0.0% Q2 2026 Aug 10, 2026
BAYBAN History No change 787 46 0.04% 0.04% 702 0 0.0% Q2 2026 Jul 30, 2026
Winch Advisory Services, LLC History No change 767 45 0.01% 0.01% 703 0 0.0% Q2 2026 Aug 06, 2026
Golden State Wealth Management, LLC History Reduced 848 44 0.0% 0.01% 704 -442 -34.26% Q3 2026 Nov 02, 2026
NBH Bank History No change 750 44 0.02% 0.02% 705 0 0.0% Q2 2026 Aug 14, 2026
LOM Asset Management Ltd History No change 740 43 0.01% 0.01% 706 0 0.0% Q2 2026 Aug 04, 2026
Wilmington Savings Fund Society, FSB History No change 800 42 0.0% 0.0% 707 0 0.0% Q3 2026 Oct 23, 2026
Hanson & Doremus Investment Management History Added to 782 41 0.0% 0.0% 709 +245 45.62% Q3 2026 Oct 16, 2026
MOTCO History No change 696 41 0.0% 0.0% 708 0 0.0% Q2 2026 Jul 31, 2026
Millstone Evans Group, LLC History No change 688 40 0.02% 0.02% 710 0 0.0% Q2 2026 Aug 11, 2026
Rydar Equities, Inc. History New 732 39 0.02% — 713 +732 New Q3 2026 Oct 13, 2026
Salomon & Ludwin, LLC History No change 744 39 0.0% 0.0% 711 0 0.0% Q3 2026 Oct 29, 2026
Sunrise Financial Services, LLC History No change 759 39 0.02% 0.03% 712 0 0.0% Q3 2026 Oct 21, 2026
Kingdom Financial Group LLC. History New 722 37 0.01% — 715 +722 New Q3 2026 Nov 04, 2026
Pinnacle Wealth Planning Services, Inc. History No change 717 37 0.0% 0.0% 714 0 0.0% Q3 2026 Oct 27, 2026
Latitude Advisors, LLC History New 701 36 0.01% — 719 +701 New Q3 2026 Oct 27, 2026
HOWE & RUSLING INC History No change 619 36 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 10, 2026
Archer Investment Corp History No change 693 36 0.01% 0.01% 717 0 0.0% Q3 2026 Nov 05, 2026
JDM Financial Group LLC History No change 619 36 0.01% 0.01% 718 0 0.0% Q2 2026 Aug 17, 2026
Cape Investment Advisory, Inc. History Reduced 682 35 0.01% 0.01% 721 -25 -3.54% Q3 2026 Oct 13, 2026
Clearstead Trust, LLC History No change 604 35 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 06, 2026
AMERIFLEX GROUP, INC. History No change 607 35 0.01% 0.01% 722 0 0.0% Q2 2026 Aug 13, 2026
Larson Financial Group LLC History No change 588 34 0.0% 0.0% 723 0 0.0% Q2 2026 Aug 14, 2026
Regatta Research & Money Management History No change 592 34 0.03% 0.03% 724 0 0.0% Q2 2026 Aug 11, 2026
Quarry LP History No change 570 33 0.0% 0.0% 725 0 0.0% Q2 2026 Aug 14, 2026
Hurley Capital, LLC History Added to 619 32 0.02% 0.02% 727 +1 0.16% Q3 2026 Nov 04, 2026
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 545 32 0.01% 0.01% 726 0 0.0% Q2 2026 Aug 03, 2026
Operose Advisors LLC History No change 545 32 0.01% 0.01% 728 0 0.0% Q2 2026 Aug 13, 2026
Caldwell Trust Co History No change 600 31 0.0% 0.0% 729 0 0.0% Q3 2026 Oct 30, 2026
Forum Finance Group S.A. History No change 650 31 0.01% 0.01% 730 0 0.0% Q2 2026 Aug 14, 2026
FRANKLIN RESOURCES INC History No change 509 29 0.0% 0.0% 731 0 0.0% Q2 2026 Aug 13, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 500 29 0.07% 0.07% 732 0 0.0% Q2 2026 Aug 13, 2026
Root Financial Partners, LLC History New 515 27 0.0% — 733 +515 New Q3 2026 Oct 21, 2026
NFSG Corp History No change 486 25 0.0% 0.0% 734 0 0.0% Q3 2026 Oct 15, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 470 24 0.0% 0.0% 735 0 0.0% Q3 2026 Oct 13, 2026
SJS Investment Consulting Inc. History No change 466 24 0.0% 0.0% 736 0 0.0% Q3 2026 Oct 26, 2026
KERR FINANCIAL PLANNING Corp History No change 414 24 0.03% 0.03% 737 0 0.0% Q2 2026 Jul 02, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 472 24 0.0% 0.0% 738 0 0.0% Q3 2026 Oct 30, 2026
Pacific Center for Financial Services History Added to 449 23 0.0% 0.01% 740 +1 0.22% Q3 2026 Oct 15, 2026
CHILTON CAPITAL MANAGEMENT LLC History No change 450 23 0.0% 0.0% 739 0 0.0% Q3 2026 Oct 28, 2026
Avalon Trust Co History No change 400 23 0.0% 0.0% 741 0 0.0% Q2 2026 Aug 06, 2026
Balance Wealth Partners LLC History New 407 21 0.01% — 742 +407 New Q3 2026 Oct 27, 2026
YANKCOM Partnership History Added to 374 19 0.01% 0.0% 743 +148 65.49% Q3 2026 Oct 15, 2026
VSM Wealth Advisory, LLC History No change 334 19 0.01% 0.01% 744 0 0.0% Q2 2026 Jul 22, 2026
Asset Dedication, LLC History Added to 346 18 0.0% 0.0% 745 +143 70.44% Q3 2026 Nov 02, 2026
Comprehensive Financial Planning, Inc./PA History Added to 359 18 0.01% 0.01% 746 +11 3.16% Q3 2026 Oct 27, 2026
Monetary Solutions, Ltd History No change 357 18 0.02% 0.02% 747 0 0.0% Q3 2026 Oct 22, 2026
Ankerstar Wealth, LLC History No change 294 17 0.01% 0.01% 748 0 0.0% Q2 2026 Aug 13, 2026
Keating Financial Advisory Services, Inc. History No change 298 17 0.0% 0.0% 749 0 0.0% Q2 2026 Aug 11, 2026
Burnham & Co LLC History No change 300 17 0.01% 0.01% 750 0 0.0% Q2 2026 Aug 11, 2026
DeDora Capital, Inc. History New 314 16 0.0% — 752 +314 New Q3 2026 Oct 26, 2026
Steigerwald, Gordon & Koch Inc. History No change 273 16 0.0% 0.0% 751 0 0.0% Q2 2026 Jul 22, 2026
Darwin Wealth Management, LLC History No change 252 14 0.0% 0.0% 753 0 0.0% Q2 2026 Jul 21, 2026
Silver Grove Financial Group, Inc. History Added to 249 13 0.01% 0.0% 756 +129 107.5% Q3 2026 Nov 05, 2026
Acumen Wealth Advisors, LLC History No change 227 13 0.0% 0.0% 754 0 0.0% Q2 2026 Aug 03, 2026
Arlington Trust Co LLC History No change 250 13 0.0% 0.0% 755 0 0.0% Q3 2026 Oct 20, 2026
SIGNATUREFD, LLC History No change 235 12 0.0% 0.0% 757 0 0.0% Q3 2026 Oct 23, 2026
Glassman Wealth Services History No change 206 12 0.0% 0.0% 758 0 0.0% Q2 2026 Aug 05, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 206 12 0.01% 0.01% 759 0 0.0% Q2 2026 Aug 04, 2026
Frazier Financial Advisors, LLC History No change 219 12 0.01% 0.01% 760 0 0.0% Q2 2026 Aug 10, 2026
Highland Investment Advisors LLC History No change 209 12 0.01% 0.01% 761 0 0.0% Q2 2026 Aug 13, 2026
Nova Financial LLC History New 213 11 0.0% — 766 +213 New Q3 2026 Nov 04, 2026
BOK Financial Private Wealth, Inc. History No change 200 11 0.0% 0.0% 762 0 0.0% Q2 2026 Aug 07, 2026
Prestige Wealth Management Group LLC History No change 195 11 0.0% 0.0% 763 0 0.0% Q2 2026 Aug 14, 2026
SWAN Capital LLC History No change 202 11 0.0% 0.0% 764 0 0.0% Q2 2026 Aug 13, 2026
BIRCHBROOK, INC. History No change 215 11 0.01% 0.01% 765 0 0.0% Q3 2026 Oct 14, 2026
Pinnacle Bancorp, Inc. History No change 203 10 0.0% 0.0% 767 0 0.0% Q3 2026 Oct 21, 2026
DecisionPoint Financial, LLC History No change 206 10 0.0% 0.0% 768 0 0.0% Q3 2026 Oct 27, 2026
Accordant Advisory Group Inc History No change 199 10 0.01% 0.01% 769 0 0.0% Q3 2026 Oct 29, 2026
Murphy & Mullick Capital Management Corp History No change 200 10 0.01% 0.01% 770 0 0.0% Q3 2026 Oct 30, 2026
Continuum Advisory, LLC History No change 154 9 0.0% 0.0% 771 0 0.0% Q2 2026 Aug 06, 2026
Nemes Rush Group LLC History No change 182 9 0.0% 0.0% 772 0 0.0% Q3 2026 Nov 04, 2026
GILPIN WEALTH MANAGEMENT, LLC History Reduced 162 8 0.01% 0.01% 774 -100 -38.17% Q3 2026 Oct 09, 2026
RMG Wealth Management LLC History No change 155 8 0.0% 0.0% 773 0 0.0% Q3 2026 Oct 26, 2026
CoreCap Advisors, LLC History Reduced 144 7 0.0% 0.0% 778 -104 -41.94% Q3 2026 Oct 08, 2026
HUNTINGTON NATIONAL BANK History No change 125 7 0.0% 0.0% 775 0 0.0% Q2 2026 Aug 13, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 120 7 0.0% 0.0% 776 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 144 7 0.0% 0.0% 777 0 0.0% Q3 2026 Nov 03, 2026
Byrne Asset Management LLC History No change 150 7 0.0% 0.0% 779 0 0.0% Q3 2026 Oct 06, 2026
Richard W. Paul & Associates, LLC History No change 105 6 0.0% 0.0% 780 0 0.0% Q2 2026 Aug 10, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 106 6 0.0% 0.0% 781 0 0.0% Q2 2026 Aug 13, 2026
Strive Financial Group ,LLC History No change 110 6 0.0% 0.0% 782 0 0.0% Q2 2026 Aug 14, 2026
ARMSTRONG ADVISORY GROUP, INC History Added to 114 5 0.0% 0.0% 785 +19 20.0% Q3 2026 Oct 09, 2026
1 NORTH WEALTH SERVICES LLC History No change 89 5 0.0% 0.0% 783 0 0.0% Q2 2026 Aug 03, 2026
Truvestments Capital LLC History No change 100 5 0.0% 0.0% 784 0 0.0% Q2 2026 Aug 12, 2026
WealthCollab, LLC History No change 94 5 0.0% 0.0% 786 0 0.0% Q2 2026 Aug 10, 2026
Clayton Financial Group LLC History New 92 4 0.0% — 793 +92 New Q3 2026 Oct 13, 2026
Morse Asset Management, Inc History No change 76 4 0.0% 0.0% 787 0 0.0% Q2 2026 Aug 13, 2026
High Note Wealth, LLC History No change 80 4 0.0% 0.0% 788 0 0.0% Q3 2026 Oct 27, 2026
Lummis Asset Management, LP History No change 70 4 0.0% 0.0% 789 0 0.0% Q2 2026 Aug 03, 2026
Rossby Financial, LCC History No change 68 4 0.0% 0.0% 790 0 0.0% Q2 2026 Aug 04, 2026
Hilton Head Capital Partners, LLC History No change 88 4 0.0% 0.0% 791 0 0.0% Q3 2026 Oct 23, 2026
Harborfront Financial Group LLC History No change 79 4 0.02% 0.02% 792 0 0.0% Q2 2026 Aug 07, 2026
Ascentis Wealth Management, LLC History New 72 3 0.0% — 797 +72 New Q3 2026 Nov 03, 2026
BARRETT & COMPANY, INC. History No change 63 3 0.0% 0.0% 794 0 0.0% Q3 2026 Oct 22, 2026
Heritage Wealth Advisors History No change 55 3 0.0% 0.0% 795 0 0.0% Q2 2026 Aug 14, 2026
Aspect Partners, LLC History No change 76 3 0.0% 0.0% 796 0 0.0% Q3 2026 Oct 20, 2026
Olistico Wealth, LLC History New 53 2 0.0% — 804 +53 New Q3 2026 Oct 05, 2026
Provenance Wealth Advisors, LLC History New 48 2 0.0% — 805 +48 New Q3 2026 Oct 30, 2026
Plante Moran Financial Advisors, LLC History New 47 2 0.0% — 803 +47 New Q3 2026 Nov 04, 2026
DUNCKER STREETT & CO INC History Added to 46 2 0.0% 0.0% 798 +3 6.98% Q3 2026 Oct 27, 2026
OXFORD FINANCIAL GROUP, LTD. LLC History No change 35 2 0.0% 0.0% 799 0 0.0% Q2 2026 Aug 11, 2026
AMERICAN NATIONAL BANK & TRUST History No change 44 2 0.0% 0.0% 800 0 0.0% Q3 2026 Oct 07, 2026
FINANCIAL CONSULATE, INC History No change 53 2 0.0% 0.0% 801 0 0.0% Q3 2026 Oct 23, 2026
Pflug Koory, LLC History No change 50 2 0.0% 0.0% 802 0 0.0% Q3 2026 Oct 26, 2026
Abound Wealth Management History New 29 1 0.0% — 816 +29 New Q3 2026 Oct 26, 2026
TFC Financial Management, Inc. History New 23 1 0.0% — 815 +23 New Q3 2026 Oct 26, 2026
Biltmore Family Office, LLC History New 22 1 0.0% — 814 +22 New Q3 2026 Nov 03, 2026
TOTH FINANCIAL ADVISORY CORP History No change 30 1 0.0% 0.0% 806 0 0.0% Q3 2026 Oct 08, 2026
EVERMAY WEALTH MANAGEMENT LLC History No change 23 1 0.0% 0.0% 807 0 0.0% Q3 2026 Nov 04, 2026
ATLAS CAPITAL ADVISORS INC. History No change 26 1 0.0% 0.0% 808 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 18 1 0.0% 0.0% 809 0 0.0% Q2 2026 Jul 28, 2026
WealthShield Partners, LLC History No change 23 1 0.0% 0.0% 810 0 0.0% Q2 2026 Aug 12, 2026
Smartleaf Asset Management LLC History No change 20 1 0.0% 0.0% 811 0 0.0% Q2 2026 Aug 12, 2026
Aventura Private Wealth, LLC History No change 25 1 0.0% 0.0% 812 0 0.0% Q2 2026 Jul 15, 2026
Basepoint Wealth LLC History No change 24 1 0.0% 0.0% 813 0 0.0% Q2 2026 Aug 10, 2026
Verity Asset Management, Inc. History Closed out 0 0 — 0.9% — -40,492 -100.0% Q3 2026 Oct 30, 2026
Lifestyle Asset Management, Inc. History Closed out 0 0 — 0.26% — -16,274 -100.0% Q3 2026 Oct 20, 2026
GFS Advisors, LLC History Closed out 0 0 — 0.01% — -13,960 -100.0% Q3 2026 Nov 03, 2026
BLUE JEAN FINANCIAL LLC History Closed out 0 0 — 0.55% — -13,399 -100.0% Q3 2026 Oct 20, 2026
Sanchez Gaunt Capital Management, LLC History Closed out 0 0 — 0.41% — -12,397 -100.0% Q3 2026 Nov 03, 2026
PRIMORIS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.32% — -12,000 -100.0% Q3 2026 Oct 28, 2026
Wellington Shields Capital Management, LLC History Closed out 0 0 — 0.08% — -11,125 -100.0% Q3 2026 Nov 03, 2026
South Shore Capital Advisors History Closed out 0 0 — 0.32% — -8,000 -100.0% Q3 2026 Oct 20, 2026
Y-Intercept (Hong Kong) Ltd History Closed out 0 0 — 0.01% — -5,269 -100.0% Q3 2026 Oct 16, 2026
DSG Capital Advisors, LLC History Closed out 0 0 — 0.03% — -3,838 -100.0% Q3 2026 Nov 05, 2026
Garde Capital, Inc. History Closed out 0 0 — 0.01% — -3,800 -100.0% Q3 2026 Oct 29, 2026
BEACON HILL WEALTH MANAGEMENT LTD. History Closed out 0 0 — 0.15% — -3,800 -100.0% Q3 2026 Oct 21, 2026
MIDLAND WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -3,782 -100.0% Q3 2026 Oct 26, 2026
Parkway Wealth Management Group, LLC History Closed out 0 0 — 0.03% — -3,715 -100.0% Q3 2026 Oct 19, 2026
Premier Path Wealth Partners, LLC History Closed out 0 0 — 0.03% — -3,712 -100.0% Q3 2026 Oct 16, 2026
UPTICK PARTNERS, LLC History Closed out 0 0 — 0.03% — -3,700 -100.0% Q3 2026 Nov 04, 2026
Balboa Wealth Partners History Closed out 0 0 — 0.03% — -3,665 -100.0% Q3 2026 Oct 20, 2026
SENTINEL PENSION ADVISORS, LLC History Closed out 0 0 — 0.03% — -3,657 -100.0% Q3 2026 Nov 02, 2026
Peoples Bank/KS History Closed out 0 0 — 0.21% — -3,655 -100.0% Q3 2026 Oct 09, 2026
GRIFFIN ASSET MANAGEMENT, INC. History Closed out 0 0 — 0.02% — -3,639 -100.0% Q3 2026 Oct 22, 2026
Merkkuri Wealth Advisors LLC History Closed out 0 0 — 0.13% — -3,625 -100.0% Q3 2026 Nov 03, 2026
Ramsay, Stattman, Vela & Price, Inc. History Closed out 0 0 — 0.04% — -3,620 -100.0% Q3 2026 Oct 19, 2026
SIERRA OCEAN, LLC History Closed out 0 0 — 0.14% — -3,510 -100.0% Q3 2026 Nov 03, 2026
Plan Group Financial, LLC History Closed out 0 0 — 0.04% — -3,488 -100.0% Q3 2026 Oct 22, 2026
Lewis Asset Management, LLC History Closed out 0 0 — 0.07% — -3,475 -100.0% Q3 2026 Oct 13, 2026
SUMMIT WEALTH GROUP LLC / CO History Closed out 0 0 — 0.02% — -3,403 -100.0% Q3 2026 Oct 29, 2026
IPG Investment Advisors LLC History Closed out 0 0 — 0.03% — -3,397 -100.0% Q3 2026 Oct 29, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.01% — -2,250 -100.0% Q3 2026 Oct 15, 2026
Solstein Capital, LLC History Closed out 0 0 — 0.02% — -1,005 -100.0% Q3 2026 Nov 02, 2026
Vermillion Wealth Management, Inc. History Closed out 0 0 — 0.01% — -776 -100.0% Q3 2026 Oct 26, 2026
NBT BANK, N.A. History Closed out 0 0 — 0.0% — -570 -100.0% Q3 2026 Oct 21, 2026
MCF Advisors LLC History Closed out 0 0 — 0.0% — -420 -100.0% Q3 2026 Oct 28, 2026
Gen-Wealth Partners Inc History Closed out 0 0 — 0.0% — -271 -100.0% Q3 2026 Nov 04, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.0% — -206 -100.0% Q3 2026 Oct 16, 2026
HIGHLINE WEALTH PARTNERS LLC History Closed out 0 0 — 0.0% — -200 -100.0% Q3 2026 Oct 19, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -189 -100.0% Q3 2026 Oct 13, 2026
Farmers & Merchants Trust Co of Chambersburg PA History Closed out 0 0 — 0.0% — -140 -100.0% Q3 2026 Oct 14, 2026
Cassaday & Co Wealth Management LLC History Closed out 0 0 — 0.0% — -119 -100.0% Q3 2026 Oct 27, 2026
LifeSteps Financial, Inc. History Closed out 0 0 — 0.0% — -70 -100.0% Q3 2026 Oct 15, 2026
Newton One Investments LLC History New 19 0 — — — +19 New Q3 2026 Oct 14, 2026
Rakuten Securities, Inc. History New 7 0 — — — +7 New Q3 2026 Nov 02, 2026
DEUTSCHE BANK AG\ History No change 5 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Tower Research Capital LLC (TRC) History No change 2 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Beacon Capital Management, Inc. History No change 1 0 — — — 0 0.0% Q3 2026 Oct 13, 2026
Banque Cantonale Vaudoise History No change 1,157 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Mechanics Financial Corp History No change 15 0 — — — 0 0.0% Q3 2026 Nov 05, 2026
Signature Resources Capital Management, LLC History No change 8 0 — — — 0 0.0% Q3 2026 Oct 16, 2026