RELX PLC - RELX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital International Investors | History | No change | 8,778,272 | 276,902 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 6,573,937 | 208,196 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 6,275,899 | 198,757 | 0.09% | 0.09% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,884,884 | 123,034 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,578,684 | 113,336 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 3,284,284 | 104,007 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 3,008,847 | 95,290 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,539,509 | 80,426 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 2,302,990 | 72,935 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 2,186,039 | 69,231 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,025,642 | 64,152 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aviso Financial Inc. | History | No change | 1,791,223 | 56,728 | 1.97% | 1.97% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | No change | 1,762,329 | 55,812 | 0.6% | 0.6% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,728,027 | 54,727 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL COUNSEL LLC/NY | History | No change | 1,526,040 | 48,329 | 1.89% | 1.89% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,498,208 | 47,447 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 1,429,378 | 45,268 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,383,890 | 43,827 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,322,800 | 41,456 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 1,267,235 | 40,133 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1832 Asset Management L.P. | History | No change | 1,198,809 | 37,966 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,147,489 | 35,904 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,064,978 | 35,304 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Eagle Investment Management, LLC | History | No change | 1,040,886 | 32,964 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JANE STREET GROUP, LLC | History | No change | 926,993 | 29,357 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optiver Holding B.V. | History | No change | 903,778 | 28,622 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 886,341 | 28,070 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 802,113 | 25,402 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 773,123 | 24,484 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 739,958 | 23,336 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 665,508 | 21,076 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 506,130 | 16,029 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 463,314 | 14,675 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 450,539 | 14,268 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Point72 Asset Management, L.P. | History | No change | 416,283 | 13,183 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 373,837 | 11,776 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 352,742 | 11,071 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 345,285 | 10,935 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | No change | 343,794 | 10,887 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MARSHALL WACE, LLP | History | No change | 343,547 | 10,880 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 339,641 | 10,756 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 320,613 | 10,153 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 317,874 | 10,067 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 303,784 | 9,620 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 281,698 | 8,921 | 0.21% | 0.21% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 270,941 | 8,580 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 260,559 | 8,251 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| River Road Asset Management, LLC | History | No change | 242,449 | 7,678 | 0.09% | 0.09% | 48 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Creative Planning | History | No change | 239,729 | 7,592 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | No change | 238,080 | 7,539 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | No change | 223,566 | 7,080 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 220,441 | 6,981 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 217,919 | 6,901 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 211,154 | 6,687 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 206,979 | 6,555 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 201,422 | 6,379 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 184,079 | 5,829 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pictet North America Advisors SA | History | No change | 180,566 | 5,718 | 0.5% | 0.5% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Narwhal Capital Management | History | No change | 177,412 | 5,618 | 0.39% | 0.39% | 59 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XTX Topco Ltd | History | No change | 172,858 | 5,474 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital International, Inc./CA/ | History | No change | 171,423 | 5,428 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 166,930 | 5,286 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Militia Capital Management LLC | History | No change | 160,000 | 5,067 | 0.15% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 155,883 | 4,936 | 0.18% | 0.18% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 155,476 | 4,923 | 0.69% | 0.69% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Evelyn Partners Group Ltd | History | No change | 153,281 | 4,854 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 154,167 | 4,837 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 151,660 | 4,803 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 150,590 | 4,769 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Zone Wealth Advisors, LLC | History | No change | 133,796 | 4,237 | 0.74% | 0.74% | 70 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Timber Creek Capital Management LLC | History | No change | 133,407 | 4,224 | 0.86% | 0.86% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 132,467 | 4,195 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | No change | 132,136 | 4,184 | 0.05% | 0.05% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 130,000 | 4,117 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 129,214 | 4,092 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 127,712 | 4,044 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 122,269 | 3,872 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 120,475 | 3,815 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 120,041 | 3,801 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 117,654 | 3,726 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | No change | 117,448 | 3,719 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 116,951 | 3,703 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cerity Partners LLC | History | No change | 115,591 | 3,660 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 112,750 | 3,570 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 111,231 | 3,522 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LMR Partners LLP | History | No change | 105,500 | 3,341 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 103,792 | 3,287 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 102,872 | 3,257 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 100,980 | 3,198 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 100,631 | 3,186 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 100,105 | 3,170 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DV EQUITIES, LLC | History | No change | 97,209 | 3,078 | 0.44% | 0.44% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 96,301 | 3,049 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ABC ARBITRAGE SA | History | No change | 90,026 | 2,851 | 0.31% | 0.31% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 83,067 | 2,630 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 82,729 | 2,620 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Motley Fool Asset Management LLC | History | No change | 82,000 | 2,596 | 0.1% | 0.1% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 81,498 | 2,581 | 0.05% | 0.05% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 81,398 | 2,577 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Callan Family Office, LLC | History | No change | 80,400 | 2,546 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 77,771 | 2,463 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 77,701 | 2,460 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 77,517 | 2,454 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 74,808 | 2,369 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 74,441 | 2,357 | 0.55% | 0.55% | 105 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cresset Asset Management, LLC | History | No change | 70,058 | 2,201 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 69,524 | 2,201 | 0.03% | 0.03% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LGT Group Foundation | History | No change | 69,066 | 2,187 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 66,760 | 2,114 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 64,134 | 2,031 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quadrature Capital Ltd | History | No change | 63,887 | 2,023 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 61,585 | 1,950 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | No change | 60,270 | 1,908 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summerhill Capital Management lnc. | History | No change | 59,648 | 1,889 | 1.51% | 1.51% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 59,234 | 1,875 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 58,900 | 1,865 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 54,007 | 1,710 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 52,189 | 1,653 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 51,726 | 1,638 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Henshaw Capital LLC | History | No change | 51,643 | 1,632 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 49,199 | 1,558 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 47,604 | 1,507 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Broad Run Investment Management, LLC | History | No change | 47,000 | 1,488 | 0.23% | 0.23% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 46,856 | 1,484 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| &PARTNERS | History | No change | 46,777 | 1,481 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | No change | 46,354 | 1,468 | 0.17% | 0.17% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 45,138 | 1,464 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GeoWealth Management, LLC | History | No change | 46,022 | 1,457 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 45,000 | 1,425 | 0.3% | 0.3% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 44,881 | 1,421 | 0.08% | 0.08% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arkadios Wealth Advisors | History | No change | 44,150 | 1,398 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 43,987 | 1,393 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 43,914 | 1,390 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 43,463 | 1,376 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Henry James International Management Inc. | History | No change | 43,286 | 1,370 | 0.41% | 0.41% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Maridea Wealth Management LLC | History | No change | 40,825 | 1,292 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 40,788 | 1,291 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 40,668 | 1,287 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 40,524 | 1,283 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Naviter Wealth, LLC | History | No change | 40,128 | 1,270 | 0.12% | 0.12% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 39,383 | 1,247 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EARNEST PARTNERS LLC | History | No change | 39,233 | 1,242 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Verdence Capital Advisors LLC | History | No change | 39,076 | 1,237 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 38,798 | 1,228 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IEQ CAPITAL, LLC | History | No change | 38,486 | 1,218 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 38,210 | 1,210 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Demars Financial Group, LLC | History | No change | 38,053 | 1,205 | 0.33% | 0.33% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | No change | 38,023 | 1,204 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 37,744 | 1,195 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| TORONTO DOMINION BANK | History | No change | 37,680 | 1,192 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 36,976 | 1,171 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STATE STREET CORP | History | No change | 36,340 | 1,150 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Caprock Group, LLC | History | No change | 35,613 | 1,127 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| M&T BANK CORP | History | No change | 34,858 | 1,104 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | No change | 33,939 | 1,074 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 31,702 | 1,003 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 31,401 | 994 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 29,639 | 938 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 29,571 | 936 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 28,576 | 905 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fiera Capital Corp | History | No change | 28,316 | 896 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 28,108 | 890 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 27,687 | 876 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ballentine Partners, LLC | History | No change | 27,222 | 862 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Merit Financial Group, LLC | History | No change | 26,566 | 841 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 26,384 | 835 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 26,066 | 825 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Investors Research Corp | History | Reduced | 23,975 | 795 | 0.14% | 0.14% | 168 | -475 | -1.94% | Q3 2026 | Oct 07, 2026 |
| DKRT Investments Corp. | History | No change | 25,000 | 791 | 0.19% | 0.19% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carnegie Investment Counsel | History | No change | 24,665 | 781 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 24,295 | 769 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BAILARD, INC. | History | No change | 23,994 | 759 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 23,822 | 754 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savant Capital, LLC | History | No change | 22,904 | 752 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 23,280 | 737 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CHOREO, LLC | History | No change | 22,975 | 727 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | No change | 22,883 | 724 | 0.27% | 0.27% | 177 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 22,236 | 704 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 22,018 | 698 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 22,136 | 692 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sterling Capital Management LLC | History | No change | 21,738 | 688 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Compound Planning, Inc. | History | No change | 21,389 | 677 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 21,232 | 672 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | No change | 20,149 | 638 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 19,921 | 630 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Banco de Sabadell, S.A | History | No change | 19,477 | 620 | 0.36% | 0.36% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 19,494 | 617 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 19,263 | 612 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | No change | 18,900 | 598 | 0.17% | 0.17% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 17,635 | 585 | 0.0% | 0.0% | 190 | -573 | -3.15% | Q3 2026 | Oct 08, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 18,150 | 574 | 0.14% | 0.14% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascent Group, LLC | History | No change | 18,023 | 570 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 17,754 | 562 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 17,289 | 547 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vest Financial, LLC | History | No change | 17,114 | 542 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bleakley Financial Group, LLC | History | No change | 17,108 | 541 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 16,920 | 535 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 16,713 | 529 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Squarepoint Ops LLC | History | No change | 16,634 | 526 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | No change | 16,489 | 521 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 16,089 | 509 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 15,807 | 500 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 15,735 | 498 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 14,964 | 496 | 0.11% | 0.1% | 204 | +241 | 1.64% | Q3 2026 | Oct 08, 2026 |
| Jump Financial, LLC | History | No change | 15,451 | 489 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 15,363 | 486 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plan A Wealth LLC | History | Added to | 14,638 | 485 | 0.17% | 0.19% | 207 | +470 | 3.32% | Q3 2026 | Oct 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 15,078 | 477 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 14,978 | 474 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Venturi Wealth Management, LLC | History | No change | 14,706 | 465 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 14,496 | 459 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Investment Research Partners LLC | History | No change | 14,403 | 456 | 0.15% | 0.15% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STEPHENS INC /AR/ | History | No change | 14,307 | 453 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 14,308 | 453 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 14,201 | 449 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Diversify Advisory Services, LLC | History | No change | 12,585 | 448 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 12,585 | 448 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 14,115 | 447 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROFUND ADVISORS LLC | History | No change | 13,996 | 443 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 13,902 | 440 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13,803 | 437 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMC-Chicago, LLC | History | No change | 13,540 | 428 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 13,239 | 419 | 0.15% | 0.15% | 223 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Abel Hall, LLC | History | No change | 13,233 | 419 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Added to | 12,584 | 417 | 0.01% | 0.01% | 225 | +2,393 | 23.48% | Q3 2026 | Oct 08, 2026 |
| GREENLEAF TRUST | History | No change | 12,806 | 405 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gallacher Capital Management LLC | History | No change | 12,815 | 405 | 0.23% | 0.23% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Versant Capital Management, Inc | History | Reduced | 12,190 | 404 | 0.03% | 0.04% | 228 | -354 | -2.82% | Q3 2026 | Oct 01, 2026 |
| Bridgewater Advisors Inc. | History | No change | 11,059 | 399 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisors Asset Management, Inc. | History | No change | 12,534 | 396 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 12,337 | 390 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 12,181 | 385 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 12,073 | 382 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 12,006 | 380 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 11,864 | 375 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 11,513 | 364 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 11,303 | 357 | 0.07% | 0.07% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Qtron Investments LLC | History | No change | 11,240 | 355 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Phillips Wealth Planners LLC | History | No change | 10,720 | 351 | 0.26% | 0.26% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Independent Advisor Alliance | History | No change | 10,766 | 340 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Optas, LLC | History | No change | 10,727 | 339 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 10,676 | 338 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,384 | 329 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 10,129 | 320 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 9,912 | 313 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 9,406 | 312 | 0.01% | 0.01% | 246 | +1,395 | 17.41% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,737 | 308 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 9,659 | 306 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 9,613 | 304 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keebeck Wealth Management | History | No change | 9,582 | 303 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 9,416 | 298 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PDS Planning, Inc | History | No change | 9,302 | 294 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 9,235 | 292 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 9,176 | 290 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trust Point Inc. | History | No change | 8,905 | 282 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| XPONANCE LLC | History | No change | 8,735 | 276 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bayesian Capital Management, LP | History | No change | 8,700 | 275 | 0.18% | 0.18% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 8,424 | 266 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 7,993 | 253 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 7,854 | 248 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Martin Investment Management, LLC | History | No change | 7,815 | 247 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,780 | 246 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 7,741 | 245 | 0.08% | 0.08% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rock Point Advisors, LLC | History | No change | 7,560 | 239 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantbot Technologies LP | History | No change | 7,562 | 239 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,523 | 238 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,470 | 236 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 7,094 | 235 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Expressive Wealth LLC | History | No change | 7,451 | 235 | 0.22% | 0.22% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arlington Partners LLC | History | No change | 7,371 | 233 | 0.42% | 0.42% | 270 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hemenway Trust Co LLC | History | No change | 7,341 | 232 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Five Oceans Advisors | History | No change | 7,351 | 232 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 7,016 | 222 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 6,861 | 217 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | No change | 6,791 | 215 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Net Worth Advisory Group | History | No change | 6,807 | 215 | 0.05% | 0.05% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | No change | 6,707 | 212 | 0.03% | 0.03% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wedmont Private Capital | History | New | 5,994 | 211 | 0.01% | — | 278 | +5,994 | New | Q3 2026 | Oct 09, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | No change | 6,661 | 210 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 6,656 | 210 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 6,594 | 208 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 6,573 | 208 | 0.11% | 0.11% | 282 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Virtu Financial LLC | History | No change | 6,526 | 207 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 6,529 | 206 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Portside Wealth Group, LLC | History | No change | 6,410 | 203 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 6,384 | 202 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 6,371 | 201 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6,260 | 198 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SG Americas Securities, LLC | History | No change | 5,711 | 181 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GROUP ONE TRADING LLC | History | No change | 5,072 | 160 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK CIRCLE Co | History | No change | 4,900 | 155 | 0.13% | 0.13% | 291 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,524 | 143 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | No change | 4,055 | 128 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cromwell Holdings LLC | History | No change | 3,580 | 113 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Grove Bank & Trust | History | Reduced | 3,344 | 110 | 0.01% | 0.01% | 295 | -237 | -6.62% | Q3 2026 | Oct 08, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,465 | 109 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,399 | 107 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,181 | 100 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Axiom Investment Management LLC | History | No change | 3,003 | 95 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elequin Capital, LP | History | No change | 3,017 | 95 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Co / SC | History | No change | 2,915 | 92 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 2,797 | 88 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 2,641 | 83 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 2,562 | 81 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2,411 | 76 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 2,301 | 72 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Dunhill Financial, LLC | History | No change | 2,258 | 71 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 2,081 | 69 | 0.01% | 0.01% | 308 | -426 | -16.99% | Q3 2026 | Oct 07, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 2,127 | 67 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,910 | 60 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 1,830 | 57 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 1,767 | 55 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STANCE CAPITAL LLC | History | No change | 1,741 | 55 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,684 | 53 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,650 | 51 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,233 | 39 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,165 | 36 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,126 | 35 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FIRST HORIZON CORP | History | No change | 1,096 | 34 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,083 | 34 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 1,088 | 34 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PALLADIEM, LLC | History | No change | 1,080 | 34 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Manchester Capital Management LLC | History | No change | 978 | 30 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 893 | 29 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 851 | 26 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| UMB Bank, n.a. | History | No change | 744 | 23 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 757 | 23 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bare Financial Services, Inc | History | No change | 672 | 21 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 676 | 21 | 0.02% | 0.02% | 329 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ares Financial Consulting, LLC | History | No change | 680 | 21 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EFG International AG | History | No change | 687 | 21 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Advisors | History | No change | 627 | 19 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 587 | 18 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 570 | 18 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 528 | 16 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| True Wealth Design, LLC | History | No change | 513 | 16 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 478 | 15 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Synergy Investment Management, LLC | History | No change | 429 | 15 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 454 | 14 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EASTERN BANK | History | No change | 424 | 14 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 458 | 14 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 451 | 14 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 417 | 13 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IMA Advisory Services, Inc. | History | No change | 420 | 13 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakworth Capital, Inc. | History | No change | 439 | 13 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 440 | 13 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 420 | 13 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Capital Management LLC | History | No change | 379 | 12 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 384 | 12 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 406 | 12 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Rossby Financial, LCC | History | No change | 408 | 12 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GW&K Investment Management, LLC | History | No change | 343 | 11 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WPG Advisers, LLC | History | No change | 377 | 11 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 342 | 10 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bogart Wealth, LLC | History | No change | 347 | 10 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 343 | 10 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 331 | 10 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 297 | 9 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| J.Safra Asset Management Corp | History | No change | 305 | 9 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 283 | 9 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 299 | 9 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 293 | 9 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 276 | 8 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 276 | 8 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LRI Investments, LLC | History | No change | 257 | 8 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITY HOLDING CO | History | No change | 223 | 7 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SHP Wealth Management | History | No change | 222 | 7 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7,148 | 7 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fairman Group, LLC | History | No change | 248 | 7 | 0.01% | 0.01% | 369 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Financial Planning Group LLC | History | No change | 252 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 232 | 7 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 226 | 7 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 196 | 6 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 216 | 6 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 215 | 6 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Geneos Wealth Management Inc. | History | No change | 193 | 6 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 198 | 6 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 197 | 6 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 168 | 5 | 0.0% | 0.0% | 382 | +30 | 21.74% | Q3 2026 | Oct 07, 2026 |
| Anchor Investment Management, LLC | History | No change | 173 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 181 | 5 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 184 | 5 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Strive Financial Group ,LLC | History | No change | 170 | 5 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 165 | 5 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GK Wealth Management LLC | History | New | 123 | 4 | 0.0% | — | 393 | +123 | New | Q3 2026 | Oct 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 138 | 4 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 133 | 4 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 146 | 4 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| First Command Advisory Services, Inc. | History | No change | 138 | 4 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fortitude Family Office, LLC | History | No change | 132 | 4 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 131 | 4 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| PlanVest Financial, Inc | History | No change | 143 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 114 | 3 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 3 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 118 | 3 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 98 | 3 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighMark Wealth Management LLC | History | No change | 97 | 3 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Addison Advisors LLC | History | No change | 101 | 3 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WealthCollab, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | No change | 99 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Planning Strategies Inc. | History | New | 77 | 2 | 0.0% | — | 416 | +77 | New | Q3 2026 | Oct 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 85 | 2 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | No change | 66 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Dedication, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pacifica Partners Inc. | History | No change | 63 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 90 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nemes Rush Group LLC | History | No change | 88 | 2 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arlington Trust Co LLC | History | No change | 89 | 2 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Capital Advisory, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bayforest Capital Ltd | History | No change | 91 | 2 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Aventura Private Wealth, LLC | History | No change | 82 | 2 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 92 | 2 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Downshift Financial, LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HM PAYSON & CO | History | No change | 56 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ancora Advisors LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CX Institutional | History | No change | 42 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Key FInancial Inc | History | No change | 49 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quent Capital, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Burk Holdings LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allied Private Wealth LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Highland Investment Advisors LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -235 | -97.92% | Q3 2026 | Oct 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 09, 2026 |
| CENTRAL TRUST Co | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| North Star Investment Management Corp. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JPL Wealth Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caitlin John, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mosley Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Caldwell Trust Co | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Monetary Solutions, Ltd | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |