Paysign, Inc. - PAYS
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Topline Capital Management, LLC | History | No change | 4,639,061 | 37,993 | 9.85% | 9.85% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,079,208 | 25,218 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 2,073,580 | 16,982 | 0.84% | 0.84% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,597,278 | 13,081 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 1,413,848 | 11,579 | 0.21% | 0.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 1,073,783 | 8,794 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,045,645 | 8,565 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Palisades Investment Partners, LLC | History | No change | 1,000,758 | 8,195 | 2.33% | 2.33% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 904,501 | 7,407 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 843,660 | 6,909 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| AWM Investment Company, Inc. | History | No change | 800,965 | 6,559 | 0.57% | 0.57% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 725,446 | 5,942 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 690,666 | 5,656 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 616,365 | 5,048 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 614,175 | 5,030 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Joule Financial, LLC | History | No change | 614,175 | 5,030 | 1.36% | 1.36% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 564,238 | 4,621 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 541,426 | 4,434 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 539,614 | 4,419 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Asset Management, LP | History | No change | 467,476 | 3,828 | 1.53% | 1.53% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 385,732 | 3,159 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 335,959 | 2,751 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 331,638 | 2,716 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 315,938 | 2,587 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 305,327 | 2,500 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 276,928 | 2,268 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 265,690 | 2,176 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trexquant Investment LP | History | No change | 260,336 | 2,132 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 259,218 | 2,122 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invesco Ltd. | History | No change | 248,837 | 2,037 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 225,807 | 1,849 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 224,161 | 1,835 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Bank of New York Mellon Corp | History | No change | 198,904 | 1,629 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 170,744 | 1,398 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Militia Capital Management LLC | History | No change | 160,098 | 1,311 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 151,780 | 1,243 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 141,050 | 1,155 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 129,864 | 1,063 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 119,578 | 979 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 107,077 | 876 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XTX Topco Ltd | History | No change | 100,613 | 824 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRS OHIO | History | No change | 90,700 | 742 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Nuveen, LLC | History | No change | 88,683 | 726 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 84,582 | 692 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 81,827 | 670 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 81,523 | 667 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 81,138 | 664 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 80,327 | 657 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 67,998 | 556 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Wyoming | History | No change | 67,848 | 555 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 62,462 | 511 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 61,964 | 507 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 59,000 | 483 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 57,845 | 473 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Penbrook Management LLC | History | No change | 57,310 | 469 | 0.3% | 0.3% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verdence Capital Advisors LLC | History | No change | 56,778 | 465 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 56,395 | 461 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MORGAN STANLEY | History | No change | 56,278 | 460 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 55,211 | 452 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Quantitative Investments LLC | History | No change | 51,506 | 421 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 49,793 | 407 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARD ASSOCIATES INC | History | No change | 49,576 | 406 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMC-Chicago, LLC | History | No change | 46,800 | 383 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 44,293 | 362 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 40,914 | 335 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 40,589 | 332 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connective Capital Management, LLC | History | No change | 39,885 | 326 | 0.23% | 0.23% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 39,183 | 320 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 38,681 | 316 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 36,532 | 300 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 30,700 | 251 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 30,159 | 247 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Arista Wealth Management, LLC | History | No change | 29,285 | 239 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 27,552 | 229 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 26,247 | 214 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 35,030 | 206 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 25,000 | 204 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 23,347 | 191 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 23,232 | 190 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GROUP ONE TRADING LLC | History | No change | 22,876 | 187 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 22,737 | 186 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | No change | 21,289 | 174 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 20,852 | 170 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FEDERATED HERMES, INC. | History | No change | 20,473 | 167 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 20,489 | 167 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 20,079 | 164 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 18,500 | 151 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 15,810 | 129 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 15,292 | 125 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidal Investments LLC | History | No change | 14,784 | 121 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 14,733 | 120 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,437 | 118 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,324 | 117 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 13,241 | 108 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Graham Capital Management, L.P. | History | No change | 12,416 | 101 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 12,198 | 99 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 12,106 | 99 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Quantbot Technologies LP | History | No change | 11,821 | 96 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,498 | 93 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,245 | 83 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | History | No change | 10,000 | 81 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FMR LLC | History | No change | 8,338 | 68 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EFG International AG | History | No change | 8,300 | 67 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 8,028 | 65 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,500 | 53 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 4,324 | 35 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,038 | 33 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 3,738 | 30 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,422 | 28 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 3,211 | 26 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 493 | 4 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Allworth Financial LP | History | No change | 547 | 4 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 495 | 4 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 562 | 4 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 420 | 3 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 389 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 276 | 2 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 318 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 360 | 2 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 206 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 235 | 1 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 215 | 1 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sterling Capital Management LLC | History | No change | 156 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optiver Holding B.V. | History | No change | 174 | 1 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 123 | 1 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quarry LP | History | No change | 234 | 1 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Essential Partners LLC | History | No change | 195 | 1 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 30 | 0 | — | — | — | +30 | New | Q3 2026 | Oct 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| True Wealth Design, LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |