Banco Santander, S.A. - SAN

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
MORGAN STANLEY History No change 88,347,118 1,219,190 0.06% 0.06% 1 0 0.0% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History No change 47,110,934 650,130 0.06% 0.06% 2 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 41,372,881 570,945 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History No change 32,885,780 453,823 0.14% 0.14% 4 0 0.0% Q2 2026 Aug 04, 2026
Mondrian Investment Partners LTD History Reduced 18,752,657 259,349 4.81% 4.13% 5 -632,737 -3.26% Q3 2026 Oct 23, 2026
BlackRock, Inc. History No change 17,747,607 244,916 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 07, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 17,283,660 239,043 0.04% 0.03% 7 +6,479,533 59.97% Q3 2026 Nov 04, 2026
Chevy Chase Trust Holdings, LLC History No change 14,003,466 193,247 0.5% 0.5% 8 0 0.0% Q2 2026 Aug 14, 2026
Capital International Investors History No change 14,098,764 192,448 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 12, 2026
NORTHERN TRUST CORP History No change 12,968,275 178,962 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 12,039,222 166,141 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 14, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 11,138,445 153,710 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 8,200,758 113,170 0.17% 0.17% 13 0 0.0% Q2 2026 Aug 14, 2026
BARCLAYS PLC History No change 8,178,634 112,865 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
Clearbridge Investments, LLC History No change 7,779,747 107,360 0.09% 0.09% 15 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 7,439,764 102,681 0.12% 0.12% 16 0 0.0% Q2 2026 Aug 13, 2026
Clark Capital Management Group, Inc. History No change 6,800,999 93,853 0.51% 0.51% 17 0 0.0% Q2 2026 Aug 11, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 6,104,333 84,237 0.02% 0.02% 18 0 0.0% Q2 2026 Sep 23, 2026
AMERICAN CENTURY COMPANIES INC History No change 5,785,264 79,836 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 5,360,914 73,980 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 13, 2026
TODD ASSET MANAGEMENT LLC History Reduced 5,064,127 70,036 1.27% 1.6% 21 -1,448,496 -22.24% Q3 2026 Oct 27, 2026
TORONTO DOMINION BANK History No change 5,060,189 69,830 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 4,259,140 58,776 0.4% 0.4% 23 0 0.0% Q2 2026 Aug 12, 2026
JPMORGAN CHASE & CO History No change 4,229,602 57,734 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,055,047 55,959 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 4,032,815 55,652 0.01% 0.01% 26 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 3,671,603 50,668 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 3,509,617 48,432 0.05% 0.05% 28 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History Added to 3,173,657 43,891 0.02% 0.02% 29 +577,560 22.25% Q3 2026 Nov 02, 2026
Quantinno Capital Management LP History No change 3,118,812 43,039 0.05% 0.05% 30 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 2,968,016 40,958 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 2,816,360 38,865 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 14, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 2,378,098 32,817 0.06% 0.06% 33 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 2,264,672 30,325 0.01% 0.01% 34 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2,095,514 28,918 0.13% 0.13% 35 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History Added to 2,035,428 28,149 0.0% 0.0% 36 +190,638 10.33% Q3 2026 Nov 05, 2026
Capital Wealth Planning, LLC History No change 1,757,251 24,250 0.12% 0.12% 37 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 1,742,745 24,049 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 07, 2026
Wilkinson Global Asset Management LLC History No change 1,654,997 22,838 1.81% 1.81% 39 0 0.0% Q2 2026 Aug 06, 2026
CITIGROUP INC History Reduced 1,591,933 22,016 0.01% 0.04% 40 -6,745,217 -80.91% Q3 2026 Nov 04, 2026
QRG CAPITAL MANAGEMENT, INC. History No change 1,474,326 20,345 0.17% 0.17% 41 0 0.0% Q2 2026 Sep 23, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 1,255,568 17,326 0.02% 0.02% 42 0 0.0% Q2 2026 Aug 19, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 1,165,457 16,083 0.0% 0.0% 43 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History No change 1,094,390 15,100 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 13, 2026
Neuberger Berman Group LLC History No change 1,017,064 14,035 0.01% 0.01% 45 0 0.0% Q2 2026 Oct 27, 2026
STIFEL FINANCIAL CORP History No change 997,435 13,764 0.01% 0.01% 46 0 0.0% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History No change 997,315 13,763 0.01% 0.01% 47 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 975,491 13,461 0.02% 0.02% 48 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 960,636 13,256 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 13, 2026
Crossmark Global Holdings, Inc. History Reduced 943,447 13,047 0.17% 0.19% 50 -98,198 -9.43% Q3 2026 Oct 21, 2026
MML INVESTORS SERVICES, LLC History No change 927,575 12,800 0.03% 0.03% 51 0 0.0% Q2 2026 Aug 07, 2026
RWA WEALTH PARTNERS, LLC History No change 844,907 11,659 0.11% 0.11% 52 0 0.0% Q2 2026 Aug 07, 2026
Cetera Investment Advisers History No change 828,167 11,428 0.01% 0.01% 53 0 0.0% Q2 2026 Aug 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 760,950 10,501 2.92% 2.92% 54 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History Added to 709,131 9,807 0.01% 0.01% 55 +62,883 9.73% Q3 2026 Nov 05, 2026
Orion Porfolio Solutions, LLC History No change 682,907 9,424 0.07% 0.07% 56 0 0.0% Q2 2026 Aug 14, 2026
Vanguard Personalized Indexing Management, LLC History No change 674,206 9,304 0.08% 0.08% 57 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 646,059 8,915 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 11, 2026
FIRST TRUST ADVISORS LP History No change 639,410 8,823 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 11, 2026
Steamboat Capital Partners, LLC History No change 600,166 8,282 1.77% 1.77% 60 0 0.0% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History No change 594,575 8,205 0.16% 0.16% 61 0 0.0% Q2 2026 Aug 11, 2026
QUADRANT CAPITAL GROUP LLC History Added to 554,342 7,511 0.2% 0.21% 62 +12,181 2.25% Q3 2026 Oct 20, 2026
OLD MISSION CAPITAL LLC History No change 538,556 7,432 0.12% 0.12% 63 0 0.0% Q2 2026 Aug 14, 2026
MARIETTA INVESTMENT PARTNERS LLC History No change 534,324 7,373 1.27% 1.27% 64 0 0.0% Q2 2026 Aug 12, 2026
Laird Norton Wetherby Trust Company, LLC History No change 531,769 7,338 0.14% 0.14% 65 0 0.0% Q2 2026 Aug 14, 2026
Walleye Capital LLC History No change 521,972 7,203 0.03% 0.03% 66 0 0.0% Q2 2026 Aug 03, 2026
FACTORY MUTUAL INSURANCE CO History No change 515,311 7,126 0.06% 0.07% 67 0 0.0% Q3 2026 Oct 29, 2026
HighTower Advisors, LLC History No change 515,635 7,115 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 05, 2026
Walleye Trading LLC History No change 507,656 7,005 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History Added to 498,683 6,896 0.01% 0.01% 70 +56,319 12.73% Q3 2026 Oct 21, 2026
Ethic Inc. History Added to 469,679 6,495 0.07% 0.07% 71 +90,555 23.89% Q3 2026 Nov 03, 2026
Russell Investments Group, Ltd. History No change 469,244 6,475 0.01% 0.01% 72 0 0.0% Q2 2026 Aug 06, 2026
Vident Advisory, LLC History No change 454,608 6,273 0.05% 0.05% 73 0 0.0% Q2 2026 Aug 12, 2026
Alberta Investment Management Corp History No change 454,500 6,272 0.04% 0.04% 74 0 0.0% Q2 2026 Aug 06, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 441,904 6,098 0.09% 0.09% 75 0 0.0% Q2 2026 Aug 11, 2026
Verition Fund Management LLC History No change 437,364 6,035 0.03% 0.03% 76 0 0.0% Q2 2026 Aug 14, 2026
Naviter Wealth, LLC History No change 431,070 5,948 0.54% 0.54% 77 0 0.0% Q2 2026 Aug 07, 2026
MILLENNIUM MANAGEMENT LLC History No change 421,893 5,822 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
DV EQUITIES, LLC History No change 413,409 5,705 0.82% 0.82% 79 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 413,068 5,701 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
LMR Partners LLP History No change 410,960 5,671 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 14, 2026
Calamos Wealth Management LLC History Added to 409,929 5,669 0.16% 0.08% 82 +211,398 106.48% Q3 2026 Nov 02, 2026
SIGNATUREFD, LLC History Added to 408,703 5,652 0.07% 0.07% 83 +19,820 5.1% Q3 2026 Oct 23, 2026
PARK AVENUE SECURITIES LLC History Reduced 395,076 5,464 0.03% 0.04% 84 -53,598 -11.95% Q3 2026 Oct 26, 2026
HRT FINANCIAL LP History No change 393,085 5,424 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 386,120 5,328 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 380,100 5,245 0.0% 0.0% 87 0 0.0% Q2 2026 Sep 02, 2026
RHUMBLINE ADVISERS History No change 378,086 5,217 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 11, 2026
Focus Partners Wealth History No change 374,322 5,165 0.01% 0.01% 89 0 0.0% Q2 2026 Aug 12, 2026
AMERIPRISE FINANCIAL INC History No change 372,809 5,145 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 14, 2026
EAGLE GLOBAL ADVISORS LLC History Reduced 367,505 5,082 0.17% 0.17% 91 -945 -0.26% Q3 2026 Nov 02, 2026
Sanctuary Advisors, LLC History No change 366,131 5,052 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 358,444 4,946 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 332,524 4,588 0.05% 0.05% 94 0 0.0% Q2 2026 Aug 10, 2026
IEQ CAPITAL, LLC History No change 332,187 4,584 0.02% 0.02% 95 0 0.0% Q2 2026 Aug 11, 2026
Advisors Asset Management, Inc. History No change 331,392 4,573 0.07% 0.07% 96 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History Added to 327,386 4,527 0.04% 0.04% 97 +73,198 28.8% Q3 2026 Oct 28, 2026
JANE STREET GROUP, LLC History No change 326,278 4,502 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 14, 2026
CacheTech Inc. History No change 315,460 4,353 0.7% 0.7% 99 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 315,231 4,352 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History Added to 301,818 4,174 0.11% 0.1% 101 +17,820 6.27% Q3 2026 Nov 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 298,983 4,134 0.01% 0.0% 102 +171,829 135.13% Q3 2026 Nov 02, 2026
MITCHELL CAPITAL MANAGEMENT CO History Added to 298,723 4,131 0.64% 0.62% 103 +4,936 1.68% Q3 2026 Oct 29, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 288,546 3,990 0.07% 0.06% 104 +37,537 14.95% Q3 2026 Oct 23, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 277,634 3,839 0.04% 0.04% 105 -5,868 -2.07% Q3 2026 Oct 27, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 277,769 3,833 0.05% 0.05% 106 0 0.0% Q2 2026 Aug 13, 2026
GUARDIAN CAPITAL LP History No change 273,035 3,767 0.09% 0.09% 107 0 0.0% Q2 2026 Aug 14, 2026
CIBC Asset Management Inc History Added to 259,243 3,585 0.01% 0.01% 108 +5,084 2.0% Q3 2026 Nov 05, 2026
Sequoia Financial Advisors, LLC History No change 259,838 3,585 0.02% 0.02% 109 0 0.0% Q2 2026 Jul 17, 2026
GQG Partners LLC History No change 259,273 3,578 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 12, 2026
Pekin Hardy Strauss, Inc. History No change 256,219 3,543 0.31% 0.31% 111 0 0.0% Q3 2026 Nov 02, 2026
SIH Partners, LLLP History No change 254,307 3,509 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 14, 2026
Miura Global Management, LLC History No change 250,000 3,450 13.68% 13.68% 113 0 0.0% Q2 2026 Jul 17, 2026
Adams Wealth Management History No change 248,524 3,429 0.66% 0.66% 114 0 0.0% Q2 2026 Aug 10, 2026
NWAM LLC History No change 248,251 3,425 0.17% 0.17% 115 0 0.0% Q2 2026 Jul 23, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 242,709 3,349 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 242,445 3,345 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 27, 2026
SCOTIA CAPITAL INC. History No change 240,262 3,315 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 11, 2026
American Trust Investment Advisors, LLC History No change 239,026 3,298 1.63% 1.63% 119 0 0.0% Q2 2026 Aug 14, 2026
Caprock Group, LLC History No change 238,618 3,292 0.06% 0.06% 120 0 0.0% Q2 2026 Jul 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 290,842 3,252 0.0% 0.0% 121 +135,048 86.68% Q3 2026 Oct 13, 2026
Prospera Financial Services Inc History Added to 290,201 3,247 0.04% 0.02% 122 +203,145 233.35% Q3 2026 Nov 04, 2026
1832 Asset Management L.P. History No change 230,846 3,185 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History No change 228,367 3,151 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History Added to 223,814 3,095 0.03% 0.03% 125 +17,918 8.7% Q3 2026 Oct 26, 2026
Americana Partners, LLC History New 221,304 3,060 0.07% — 126 +221,304 New Q3 2026 Oct 28, 2026
CAPTRUST FINANCIAL ADVISORS History No change 219,077 3,023 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Savant Capital, LLC History No change 211,266 2,974 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 10, 2026
Bleakley Financial Group, LLC History No change 213,651 2,948 0.04% 0.04% 129 0 0.0% Q2 2026 Aug 05, 2026
CHOREO, LLC History Added to 211,372 2,923 0.03% 0.03% 130 +16,139 8.27% Q3 2026 Oct 28, 2026
Allspring Global Investments Holdings, LLC History Added to 219,431 2,905 0.0% 0.0% 131 +20,249 10.17% Q3 2026 Nov 04, 2026
Aaron Wealth Advisors LLC History Added to 209,921 2,903 0.14% 0.14% 132 +11,949 6.04% Q3 2026 Oct 13, 2026
OSAIC HOLDINGS, INC. History No change 205,984 2,842 0.0% 0.0% 133 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 204,031 2,821 0.01% 0.01% 134 +8,615 4.41% Q3 2026 Nov 04, 2026
Ballentine Partners, LLC History No change 199,017 2,746 0.03% 0.03% 135 0 0.0% Q2 2026 Jul 17, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 197,589 2,726 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
Capital Research Global Investors History No change 193,991 2,647 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 12, 2026
Dynasty Wealth Management, LLC History No change 184,305 2,543 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 13, 2026
HB Wealth Management, LLC History Added to 183,234 2,534 0.01% 0.01% 140 +91,564 99.88% Q3 2026 Oct 23, 2026
M&T BANK CORP History No change 183,638 2,534 0.01% 0.01% 139 0 0.0% Q2 2026 Aug 04, 2026
PRINCIPAL SECURITIES, INC. History No change 182,009 2,511 0.03% 0.03% 141 0 0.0% Q2 2026 Aug 04, 2026
TRUIST FINANCIAL CORP History Reduced 173,651 2,401 0.0% 0.0% 142 -39,606 -18.57% Q3 2026 Oct 30, 2026
Rockefeller Capital Management L.P. History No change 173,391 2,392 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 13, 2026
RAELIPSKIE PARTNERSHIP History No change 172,236 2,376 0.9% 0.9% 144 0 0.0% Q2 2026 Aug 04, 2026
WCG Wealth Advisors LLC History No change 171,078 2,360 0.06% 0.06% 145 0 0.0% Q2 2026 Aug 14, 2026
Qtron Investments LLC History No change 170,485 2,352 0.31% 0.31% 146 0 0.0% Q2 2026 Aug 13, 2026
Atria Investments, Inc History Added to 169,163 2,339 0.02% 0.02% 147 +1,667 1.0% Q3 2026 Oct 15, 2026
Smartleaf Asset Management LLC History No change 160,444 2,190 0.07% 0.07% 148 0 0.0% Q2 2026 Aug 12, 2026
Verdence Capital Advisors LLC History Reduced 158,347 2,189 0.09% 0.12% 149 -2,053 -1.28% Q3 2026 Oct 26, 2026
Stonebridge Financial Group, LLC/CA History No change 158,068 2,181 0.3% 0.3% 150 0 0.0% Q2 2026 Aug 13, 2026
CIBC WORLD MARKET INC. History No change 156,559 2,160 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
Strategic Global Advisors, LLC History No change 150,839 2,110 0.3% 0.3% 152 0 0.0% Q2 2026 Aug 14, 2026
Lido Advisors, LLC History Added to 150,250 2,077 0.01% 0.01% 153 +12,179 8.82% Q3 2026 Nov 04, 2026
Sivia Capital Partners, LLC History No change 150,238 2,073 0.25% 0.25% 154 0 0.0% Q2 2026 Jul 23, 2026
Summit Trail Advisors, LLC History No change 150,119 2,071 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 11, 2026
GLENMEDE TRUST CO NA History No change 140,654 1,941 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 139,423 1,924 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 135,620 1,871 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 12, 2026
Schonfeld Strategic Advisors LLC History No change 135,181 1,865 0.01% 0.01% 159 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 133,758 1,846 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 05, 2026
Global Retirement Partners, LLC History No change 133,813 1,846 0.03% 0.03% 161 0 0.0% Q2 2026 Aug 06, 2026
PINNACLE ASSOCIATES LTD History Added to 129,779 1,794 0.02% 0.02% 162 +248 0.19% Q3 2026 Oct 20, 2026
Venture Visionary Partners LLC History Reduced 127,916 1,769 0.05% 0.05% 163 -11,937 -8.54% Q3 2026 Oct 07, 2026
Burkett Asset Management Ltd History Added to 126,210 1,745 1.65% 1.52% 164 +8,275 7.02% Q3 2026 Oct 09, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 125,880 1,740 0.12% 0.07% 165 -5,900 -4.48% Q3 2026 Nov 04, 2026
Arlington Trust Co LLC History Added to 125,283 1,732 0.13% 0.0% 166 +124,920 34413.22% Q3 2026 Oct 20, 2026
GATEWAY INVESTMENT ADVISERS LLC History New 124,862 1,726 0.02% — 167 +124,862 New Q3 2026 Oct 13, 2026
Kathmere Capital Management, LLC History Added to 121,252 1,676 0.08% 0.08% 168 +8,411 7.45% Q3 2026 Oct 20, 2026
Parallel Advisors, LLC History Added to 119,813 1,657 0.02% 0.02% 169 +15,701 15.08% Q3 2026 Nov 03, 2026
Arax Advisory Partners History No change 119,921 1,654 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 10, 2026
Dorsey & Whitney Trust CO LLC History No change 119,304 1,646 0.08% 0.08% 171 0 0.0% Q2 2026 Aug 14, 2026
Point72 Asset Management, L.P. History No change 117,150 1,616 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History Added to 109,973 1,520 0.05% 0.04% 173 +24,701 28.97% Q3 2026 Oct 08, 2026
Farther Finance Advisors, LLC History Added to 109,477 1,514 0.01% 0.01% 174 +19,433 21.58% Q3 2026 Oct 08, 2026
Capital World Investors History No change 109,817 1,498 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History No change 108,566 1,498 0.01% 0.01% 176 0 0.0% Q2 2026 Jul 20, 2026
Themes Management Co LLC History Added to 107,714 1,489 0.98% 0.67% 177 +34,198 46.52% Q3 2026 Oct 29, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 106,876 1,478 0.02% 0.02% 178 +29,033 37.3% Q3 2026 Oct 27, 2026
ATLAS CAPITAL ADVISORS INC. History No change 105,837 1,460 0.16% 0.16% 179 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History Reduced 103,959 1,437 0.0% 0.0% 180 -9,124 -8.07% Q3 2026 Nov 05, 2026
Venturi Wealth Management, LLC History No change 103,721 1,431 0.06% 0.06% 181 0 0.0% Q2 2026 Jul 20, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 102,857 1,419 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 13, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 100,140 1,381 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 29, 2026
Versant Capital Management, Inc History Added to 98,834 1,366 0.12% 0.12% 184 +3,253 3.4% Q3 2026 Oct 01, 2026
GREENLEAF TRUST History Added to 98,037 1,355 0.01% 0.01% 185 +5,925 6.43% Q3 2026 Oct 29, 2026
Engineers Gate Manager LP History No change 97,710 1,348 0.02% 0.02% 186 0 0.0% Q2 2026 Aug 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 97,473 1,345 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 13, 2026
Invesco Ltd. History No change 96,521 1,331 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 14, 2026
Baron Wealth Management LLC History Added to 95,113 1,315 0.34% 0.34% 189 +487 0.51% Q3 2026 Oct 27, 2026
MATHER GROUP, LLC. History Added to 94,972 1,313 0.01% 0.01% 190 +6,451 7.29% Q3 2026 Oct 14, 2026
OneDigital Investment Advisors LLC History No change 93,369 1,288 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 92,526 1,276 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 11, 2026
Arizona State Retirement System History New 91,068 1,259 0.01% — 193 +91,068 New Q3 2026 Nov 03, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 90,837 1,256 0.02% 0.02% 194 +3,603 4.13% Q3 2026 Oct 22, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History No change 86,758 1,197 0.07% 0.07% 195 0 0.0% Q2 2026 Jul 31, 2026
Storgate, LLC History No change 85,934 1,185 0.25% 0.25% 196 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 83,970 1,159 0.05% 0.05% 197 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 83,862 1,157 0.01% 0.01% 198 0 0.0% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History New 81,322 1,124 0.0% — 199 +81,322 New Q3 2026 Nov 05, 2026
Apollon Wealth Management, LLC History Reduced 80,406 1,112 0.01% 0.01% 200 -1,759 -2.14% Q3 2026 Oct 23, 2026
REGIONS FINANCIAL CORP History Added to 79,872 1,104 0.01% 0.01% 201 +454 0.57% Q3 2026 Nov 05, 2026
Cambridge Investment Research Advisors, Inc. History Added to 77,922 1,078 0.0% 0.0% 202 +41,414 113.44% Q3 2026 Nov 02, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Added to 77,091 1,066 0.02% 0.01% 203 +30,771 66.43% Q3 2026 Oct 13, 2026
SYON CAPITAL LLC History No change 75,886 1,047 0.05% 0.05% 204 0 0.0% Q2 2026 Aug 14, 2026
Ashton Thomas Private Wealth, LLC History Added to 75,504 1,044 0.02% 0.02% 206 +744 1.0% Q3 2026 Nov 02, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Added to 75,525 1,044 0.05% 0.05% 205 +425 0.57% Q3 2026 Oct 26, 2026
GABELLI FUNDS LLC History No change 75,000 1,035 0.01% 0.01% 207 0 0.0% Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History Added to 74,731 1,033 0.02% 0.02% 208 +8,622 13.04% Q3 2026 Nov 03, 2026
Orange Investment Advisors, Inc. History New 74,401 1,028 0.13% — 209 +74,401 New Q3 2026 Oct 23, 2026
Abel Hall, LLC History Added to 73,648 1,018 0.18% 0.17% 210 +1,705 2.37% Q3 2026 Oct 19, 2026
Ascentis Independent Advisors History New 72,774 1,006 0.06% — 211 +72,774 New Q3 2026 Nov 03, 2026
XPONANCE LLC History Added to 72,048 996 0.01% 0.01% 212 +7,673 11.92% Q3 2026 Nov 03, 2026
Checchi Capital Advisers, LLC History No change 69,251 955 0.04% 0.04% 213 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 68,661 947 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History Added to 67,834 938 0.05% 0.05% 215 +825 1.23% Q3 2026 Nov 03, 2026
Legacy Wealth Asset Management, LLC History Added to 67,455 932 0.2% 0.18% 216 +8,413 14.25% Q3 2026 Oct 08, 2026
Kestra Advisory Services, LLC History Added to 67,229 929 0.0% 0.0% 218 +48,351 256.12% Q3 2026 Nov 02, 2026
LEUTHOLD GROUP, LLC History No change 67,213 929 0.09% 0.09% 217 0 0.0% Q3 2026 Nov 04, 2026
JMN Financial LLC History No change 67,021 924 0.72% 0.72% 219 0 0.0% Q2 2026 Aug 10, 2026
West Family Investments, Inc. History No change 66,897 923 0.27% 0.27% 220 0 0.0% Q2 2026 Aug 10, 2026
Five Oceans Advisors History Added to 65,502 905 0.35% 0.28% 221 +2,531 4.02% Q3 2026 Oct 22, 2026
Orca Wealth Management, LLC History Reduced 65,283 902 0.54% 0.54% 222 -538 -0.82% Q3 2026 Oct 14, 2026
Ascent Group, LLC History Reduced 64,330 889 0.03% 0.03% 223 -1,198 -1.83% Q3 2026 Oct 30, 2026
Marks Group Wealth Management, Inc History Reduced 63,259 874 0.08% 0.08% 224 -5,632 -8.18% Q3 2026 Nov 05, 2026
EP Wealth Advisors, LLC History No change 62,986 869 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 11, 2026
Trust Point Inc. History Added to 62,477 864 0.06% 0.07% 226 +1,120 1.83% Q3 2026 Oct 27, 2026
Pinnacle Wealth Planning Services, Inc. History Added to 62,368 862 0.08% 0.08% 227 +174 0.28% Q3 2026 Oct 27, 2026
TD Waterhouse Canada Inc. History Reduced 64,762 860 0.0% 0.0% 228 -6,450 -9.06% Q3 2026 Oct 16, 2026
Integrated Quantitative Investments LLC History No change 62,161 857 0.14% 0.14% 229 0 0.0% Q2 2026 Aug 14, 2026
Banco de Sabadell, S.A History No change 61,951 856 0.5% 0.5% 230 0 0.0% Q2 2026 Aug 04, 2026
Optiver Holding B.V. History No change 61,990 855 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 61,463 848 0.02% 0.02% 232 0 0.0% Q2 2026 Aug 12, 2026
Aprio Wealth Management, LLC History Added to 60,792 840 0.04% 0.04% 233 +4,938 8.84% Q3 2026 Oct 28, 2026
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 60,310 832 0.01% 0.01% 234 0 0.0% Q2 2026 Aug 11, 2026
Frec Markets, Inc. History No change 59,936 827 0.07% 0.07% 235 0 0.0% Q2 2026 Aug 13, 2026
Focused Wealth Management, Inc History Added to 59,451 822 0.07% 0.07% 236 +465 0.79% Q3 2026 Oct 30, 2026
LVW Advisors, LLC History Added to 59,248 819 0.07% 0.07% 237 +1,924 3.36% Q3 2026 Oct 19, 2026
Valeo Financial Advisors, LLC History Added to 57,781 799 0.02% 0.01% 238 +9,854 20.56% Q3 2026 Oct 08, 2026
Stablepoint Partners, LLC History New 57,175 790 0.11% — 240 +57,175 New Q3 2026 Nov 03, 2026
Focus Partners Advisor Solutions, LLC History No change 57,294 790 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 06, 2026
May Hill Capital, LLC History Added to 57,100 789 0.15% 0.14% 241 +6,752 13.41% Q3 2026 Nov 02, 2026
Advisory Services Network, LLC History No change 57,124 788 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 12, 2026
SAGE RHINO CAPITAL LLC History Added to 56,263 778 0.13% 0.12% 243 +1,592 2.91% Q3 2026 Oct 27, 2026
TOMPKINS FINANCIAL CORP History Added to 55,849 772 0.05% 0.0% 244 +55,729 46440.83% Q3 2026 Oct 05, 2026
Aviso Financial Inc. History No change 54,423 751 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 13, 2026
JOHN G ULLMAN & ASSOCIATES INC History New 53,920 745 0.1% — 246 +53,920 New Q3 2026 Nov 04, 2026
IMC-Chicago, LLC History Added to 52,292 723 0.0% 0.0% 247 +15,552 42.33% Q3 2026 Nov 05, 2026
Gateway Wealth Partners, LLC History No change 52,442 723 0.04% 0.04% 248 0 0.0% Q2 2026 Aug 04, 2026
SeaCrest Wealth Management, LLC History New 52,204 721 0.08% — 249 +52,204 New Q3 2026 Oct 21, 2026
SummitTX Capital, L.P. History No change 51,661 712 0.02% 0.02% 250 0 0.0% Q2 2026 Aug 14, 2026
Polar Asset Management Partners Inc. History No change 51,370 708 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 14, 2026
Portside Wealth Group, LLC History Added to 49,701 687 0.08% 0.08% 253 +1,974 4.14% Q3 2026 Oct 20, 2026
INTRUST BANK NA History No change 49,829 687 0.05% 0.05% 252 0 0.0% Q2 2026 Aug 05, 2026
ANCHYRA PARTNERS LLC History Added to 49,473 684 0.14% 0.13% 254 +9,854 24.87% Q3 2026 Oct 13, 2026
Clearstead Advisors, LLC History No change 49,185 678 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 06, 2026
BENJAMIN EDWARDS INC History No change 49,002 676 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 24, 2026
Envestnet Portfolio Solutions, Inc. History No change 48,751 672 0.0% 0.0% 257 0 0.0% Q2 2026 Sep 23, 2026
Allworth Financial LP History No change 48,563 670 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 11, 2026
Dynamic Advisor Solutions LLC History Added to 48,378 669 0.02% 0.01% 259 +26,341 119.53% Q3 2026 Oct 13, 2026
NorthCrest Asset Manangement, LLC History New 49,536 667 0.02% — 260 +49,536 New Q3 2026 Oct 09, 2026
Florida Trust Wealth Management Co History Added to 48,222 666 0.02% 0.02% 261 +2,391 5.22% Q3 2026 Nov 05, 2026
Gibbs Wealth Management History Added to 48,093 665 0.07% 0.06% 262 +9,315 24.02% Q3 2026 Oct 22, 2026
Greenspring Advisors, LLC History Added to 48,016 664 0.03% 0.03% 263 +4,173 9.52% Q3 2026 Nov 05, 2026
Basecamp Wealth Advisors LLC History No change 47,938 661 0.12% 0.12% 264 0 0.0% Q2 2026 Aug 14, 2026
Concurrent Investment Advisors, LLC History Added to 45,846 634 0.0% 0.0% 265 +13,336 41.02% Q3 2026 Oct 16, 2026
55 North Private Wealth, LLC History Added to 45,499 629 0.12% 0.12% 266 +1,864 4.27% Q3 2026 Oct 20, 2026
Wedmont Private Capital History Added to 46,644 628 0.02% 0.01% 267 +9,517 25.63% Q3 2026 Oct 09, 2026
J.Safra Asset Management Corp History Added to 44,882 620 0.03% 0.02% 268 +6,077 15.66% Q3 2026 Nov 03, 2026
RIVERSEDGE ADVISORS, LLC History Added to 44,880 620 0.08% 0.08% 269 +1,778 4.13% Q3 2026 Oct 09, 2026
Steward Partners Investment Advisory, LLC History No change 44,762 617 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History Added to 43,818 606 0.02% 0.01% 271 +16,626 61.14% Q3 2026 Oct 21, 2026
EVOLVE PRIVATE WEALTH, LLC History No change 43,824 604 0.04% 0.04% 272 0 0.0% Q2 2026 Aug 12, 2026
Diversify Advisory Services, LLC History Added to 44,403 597 0.01% 0.01% 273 +5,376 13.78% Q3 2026 Oct 20, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 44,403 597 0.01% 0.01% 274 +5,376 13.78% Q3 2026 Oct 20, 2026
MAI Capital Management History No change 42,728 589 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 14, 2026
EverSource Wealth Advisors, LLC History Added to 42,550 588 0.02% 0.02% 276 +2,331 5.8% Q3 2026 Nov 04, 2026
MGO ONE SEVEN LLC History Reduced 42,268 584 0.01% 0.01% 277 -1,711 -3.89% Q3 2026 Oct 28, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 41,517 572 0.02% 0.02% 278 0 0.0% Q2 2026 Jul 21, 2026
Federation des caisses Desjardins du Quebec History No change 40,580 560 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 13, 2026
SIT INVESTMENT ASSOCIATES INC History No change 40,400 558 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 12, 2026
Traveka Wealth, LLC History Added to 40,282 557 0.17% 0.16% 282 +5,078 14.42% Q3 2026 Oct 19, 2026
CREDIT AGRICOLE S A History No change 40,398 557 0.0% 0.0% 281 0 0.0% Q2 2026 Aug 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 39,867 551 0.01% 0.01% 283 -3,624 -8.33% Q3 2026 Oct 22, 2026
STATE STREET CORP History No change 38,714 534 0.0% 0.0% 284 0 0.0% Q2 2026 Sep 22, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO History No change 38,661 533 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 06, 2026
Prime Capital Investment Advisors, LLC History Added to 38,298 529 0.01% 0.0% 286 +1,692 4.62% Q3 2026 Oct 20, 2026
WEALTH ALLIANCE, LLC History No change 38,129 526 0.04% 0.04% 287 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History Reduced 37,476 518 0.04% 0.04% 288 -2,274 -5.72% Q3 2026 Oct 26, 2026
Sovran Advisors, LLC History Added to 43,537 511 0.04% 0.04% 289 +3,710 9.32% Q3 2026 Oct 30, 2026
First Command Advisory Services, Inc. History Added to 36,900 510 0.0% 0.0% 290 +31,025 528.09% Q3 2026 Nov 05, 2026
Cromwell Holdings LLC History Added to 36,816 509 0.23% 0.23% 291 +63 0.17% Q3 2026 Oct 28, 2026
New Republic Capital, LLC History No change 36,888 509 0.12% 0.12% 292 0 0.0% Q2 2026 Jul 31, 2026
Equitable Holdings, Inc. History No change 36,784 507 0.0% 0.0% 293 0 0.0% Q2 2026 Aug 17, 2026
Nykredit A/S History No change 36,398 502 0.0% 0.0% 294 0 0.0% Q2 2026 Sep 08, 2026
Waterford Advisors, LLC History No change 36,124 498 0.14% 0.14% 295 0 0.0% Q2 2026 Aug 14, 2026
Perigon Wealth Management, LLC History Added to 35,897 496 0.01% 0.0% 296 +13,932 63.43% Q3 2026 Oct 22, 2026
Waterfront Wealth Inc. History No change 37,670 494 0.08% 0.08% 297 0 0.0% Q3 2026 Nov 03, 2026
BRIGHTON JONES LLC History Added to 35,565 491 0.01% 0.01% 298 +1,060 3.07% Q3 2026 Nov 03, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History No change 35,387 488 0.17% 0.17% 299 0 0.0% Q2 2026 Jul 21, 2026
Bridgewater Advisors Inc. History No change 33,625 485 0.03% 0.03% 300 0 0.0% Q2 2026 Aug 05, 2026
Jain Global LLC History No change 35,098 484 0.0% 0.0% 301 0 0.0% Q2 2026 Aug 14, 2026
SEVEN MILE ADVISORY History Reduced 34,862 482 0.32% 0.33% 302 -435 -1.23% Q3 2026 Oct 22, 2026
Arkadios Wealth Advisors History No change 33,811 466 0.01% 0.01% 303 0 0.0% Q2 2026 Aug 10, 2026
IHT Wealth Management, LLC History No change 33,736 465 0.01% 0.01% 304 0 0.0% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History Reduced 32,938 455 0.05% 0.06% 306 -7,506 -18.56% Q3 2026 Oct 19, 2026
Composition Wealth, LLC History No change 32,991 455 0.01% 0.01% 305 0 0.0% Q2 2026 Jul 22, 2026
Kovack Advisors, Inc. History No change 32,919 454 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 28, 2026
SEEDS INVESTOR LLC History No change 32,775 452 0.05% 0.05% 308 0 0.0% Q2 2026 Aug 12, 2026
NATURAL INVESTMENTS, LLC History No change 32,706 451 0.1% 0.1% 309 0 0.0% Q2 2026 Jul 31, 2026
Governors Lane LP History No change 32,260 445 0.04% 0.04% 310 0 0.0% Q2 2026 Aug 14, 2026
VSM Wealth Advisory, LLC History No change 31,608 436 0.12% 0.12% 311 0 0.0% Q2 2026 Jul 22, 2026
Integrated Wealth Concepts LLC History No change 31,581 435 0.0% 0.0% 312 0 0.0% Q2 2026 Sep 08, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 30,661 423 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 13, 2026
Pure Financial Advisors, LLC History No change 30,512 421 0.01% 0.01% 314 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 30,465 420 0.04% 0.04% 315 0 0.0% Q2 2026 Aug 11, 2026
Optas, LLC History No change 30,016 414 0.06% 0.06% 316 0 0.0% Q2 2026 Jul 21, 2026
D'Orazio & Associates, Inc. History Added to 29,797 412 0.05% 0.05% 317 +602 2.06% Q3 2026 Nov 04, 2026
JACKSON THORNTON WEALTH MANAGEMENT, LLC History No change 29,755 410 0.03% 0.03% 318 0 0.0% Q2 2026 Aug 06, 2026
Modern Wealth Management, LLC History No change 29,737 410 0.0% 0.0% 319 0 0.0% Q2 2026 Aug 13, 2026
WEDBUSH SECURITIES INC History Reduced 29,575 409 0.01% 0.01% 320 -287 -0.96% Q3 2026 Oct 22, 2026
Savvy Advisors, Inc. History No change 29,179 402 0.01% 0.01% 321 0 0.0% Q2 2026 Aug 03, 2026
Gallacher Capital Management LLC History Reduced 28,562 395 0.32% 0.36% 322 -17,888 -38.51% Q3 2026 Oct 29, 2026
Provenance Wealth Advisors, LLC History New 28,404 392 0.02% — 323 +28,404 New Q3 2026 Oct 30, 2026
Athena Wealth Management, LLC History Added to 28,028 387 0.28% 0.28% 324 +987 3.65% Q3 2026 Oct 09, 2026
Snowden Capital Advisors LLC History No change 27,981 386 0.01% 0.01% 325 0 0.0% Q2 2026 Aug 13, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 27,822 384 0.01% 0.01% 326 -1,913 -6.43% Q3 2026 Oct 20, 2026
NORDEN GROUP LLC History Added to 27,676 382 0.03% 0.03% 327 +2,537 10.09% Q3 2026 Oct 20, 2026
Everhart Financial Group, Inc. History Added to 27,551 381 0.02% 0.01% 328 +12,773 86.43% Q3 2026 Oct 08, 2026
PFW Advisors LLC History Reduced 27,344 378 0.11% 0.13% 329 -5,050 -15.59% Q3 2026 Oct 07, 2026
QP WEALTH MANAGEMENT, LLC History New 27,249 376 0.57% — 331 +27,249 New Q3 2026 Oct 20, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History Added to 27,200 376 0.01% 0.01% 330 +132 0.49% Q3 2026 Oct 29, 2026
Rose Capital Advisors LLC History New 27,170 375 0.09% — 332 +27,170 New Q3 2026 Nov 04, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 26,788 369 0.02% 0.02% 333 0 0.0% Q2 2026 Aug 13, 2026
Resonant Capital Advisors, LLC History Added to 26,521 366 0.02% 0.01% 334 +5,048 23.51% Q3 2026 Oct 15, 2026
Transamerica Financial Advisors, LLC History No change 26,327 363 0.03% 0.03% 335 0 0.0% Q2 2026 Aug 14, 2026
Waverly Advisors, LLC History No change 26,322 363 0.0% 0.0% 336 0 0.0% Q2 2026 Aug 14, 2026
Syverson Strege & Co History Added to 26,181 362 0.08% 0.08% 338 +790 3.11% Q3 2026 Nov 02, 2026
SATURNA CAPITAL CORP History No change 26,000 362 0.0% 0.0% 337 0 0.0% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History Added to 26,000 360 0.04% 0.04% 340 +25,290 3561.97% Q3 2026 Nov 03, 2026
1834 INVESTMENT ADVISORS CO History No change 26,100 360 0.04% 0.04% 339 0 0.0% Q3 2026 Oct 16, 2026
Latitude Advisors, LLC History New 25,964 359 0.11% — 341 +25,964 New Q3 2026 Oct 27, 2026
Hilltop Holdings Inc. History No change 25,979 358 0.03% 0.03% 342 0 0.0% Q2 2026 Aug 13, 2026
Hennion & Walsh Asset Management, Inc. History New 25,678 355 0.01% — 343 +25,678 New Q3 2026 Oct 13, 2026
Foster Group, Inc. History Added to 25,537 353 0.01% 0.01% 344 +143 0.56% Q3 2026 Oct 13, 2026
Legacy Capital Group California, Inc. History No change 25,544 352 0.11% 0.11% 345 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 25,449 351 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 25,164 348 0.04% 0.03% 347 +4,506 21.81% Q3 2026 Oct 13, 2026
First Affirmative Financial Network History New 24,869 343 0.08% — 349 +24,869 New Q3 2026 Oct 21, 2026
SteelPeak Wealth, LLC History Added to 24,804 343 0.01% 0.01% 348 +747 3.11% Q3 2026 Oct 16, 2026
Westend Capital Management, LLC History No change 24,738 341 0.08% 0.08% 350 0 0.0% Q2 2026 Aug 07, 2026
Crestwood Advisors Group, LLC History Reduced 24,635 340 0.01% 0.01% 351 -65 -0.26% Q3 2026 Oct 27, 2026
Rehmann Capital Advisory Group History No change 24,640 340 0.02% 0.02% 352 0 0.0% Q2 2026 Aug 20, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 24,405 337 0.06% 0.06% 353 -1,379 -5.35% Q3 2026 Oct 13, 2026
Hoxton Planning & Management, LLC History No change 24,210 334 0.09% 0.09% 354 0 0.0% Q3 2026 Oct 15, 2026
Snider Financial Group History No change 24,079 333 0.08% 0.08% 355 0 0.0% Q3 2026 Oct 16, 2026
ANGELES WEALTH MANAGEMENT, LLC History Added to 23,735 328 0.01% 0.01% 356 +1,060 4.67% Q3 2026 Oct 26, 2026
Global Trust Asset Management, LLC History Reduced 23,625 326 0.1% 0.1% 357 -75 -0.32% Q3 2026 Oct 19, 2026
Anchor Investment Management, LLC History No change 23,591 325 0.02% 0.02% 358 0 0.0% Q2 2026 Sep 15, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 23,608 325 0.01% 0.01% 359 0 0.0% Q2 2026 Aug 14, 2026
Soltis Investment Advisors LLC History Added to 23,448 324 0.01% 0.01% 360 +7,509 47.11% Q3 2026 Oct 28, 2026
Nilsine Partners, LLC History Added to 23,493 324 0.02% 0.02% 361 +162 0.69% Q3 2026 Nov 02, 2026
World Investment Advisors History No change 27,738 322 0.01% 0.01% 362 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 22,980 317 0.0% 0.0% 363 0 0.0% Q2 2026 Aug 11, 2026
Eagle Strategies LLC History No change 22,905 316 0.03% 0.03% 364 0 0.0% Q3 2026 Oct 16, 2026
FOUNDERS CAPITAL MANAGEMENT, LLC History New 22,764 314 0.05% — 365 +22,764 New Q3 2026 Oct 23, 2026
Sowell Financial Services LLC History Reduced 22,671 313 0.01% 0.01% 366 -480 -2.07% Q3 2026 Oct 23, 2026
Ellevest, Inc. History No change 34,633 312 0.04% 0.04% 367 0 0.0% Q2 2026 Aug 10, 2026
SmartHarvest Portfolios, LLC History Added to 22,005 304 0.12% 0.08% 369 +3,023 15.93% Q3 2026 Oct 26, 2026
XXI WEALTH, LLC History Added to 21,989 304 0.12% 0.13% 368 +1,589 7.79% Q3 2026 Oct 22, 2026
SUTTON PLACE INVESTORS LLC History New 21,826 301 0.14% — 371 +21,826 New Q3 2026 Oct 20, 2026
GeoWealth Management, LLC History No change 21,857 301 0.01% 0.01% 370 0 0.0% Q2 2026 Jul 30, 2026
Cresset Asset Management, LLC History No change 21,762 300 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 21,580 297 0.05% 0.05% 373 0 0.0% Q2 2026 Jul 21, 2026
Impact Capital Partners LLC History Added to 21,399 295 0.08% 0.08% 374 +478 2.28% Q3 2026 Oct 22, 2026
HBK Sorce Advisory LLC History No change 19,847 290 0.01% 0.01% 375 0 0.0% Q2 2026 Aug 06, 2026
MATTERS CAPITAL LLC History No change 21,041 290 0.2% 0.2% 376 0 0.0% Q2 2026 Aug 12, 2026
Fulcrum Equity Management History Added to 20,894 288 0.23% 0.21% 377 +1 0.0% Q3 2026 Oct 21, 2026
Carter Financial Group, INC. History Added to 20,632 285 0.15% 0.11% 378 +5,526 36.58% Q3 2026 Oct 21, 2026
Aventura Private Wealth, LLC History No change 20,665 285 0.09% 0.09% 379 0 0.0% Q2 2026 Jul 15, 2026
Stonebrook Private Inc. History No change 20,625 284 0.05% 0.05% 380 0 0.0% Q2 2026 Aug 14, 2026
Range Advisory, LLC History No change 20,588 284 0.03% 0.03% 381 0 0.0% Q2 2026 Sep 02, 2026
LAVELLE CAPITAL LP History No change 20,515 283 0.15% 0.12% 382 0 0.0% Q3 2026 Nov 03, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 20,429 282 0.0% 0.0% 383 +3,905 23.63% Q3 2026 Nov 04, 2026
Beacon Pointe Advisors, LLC History No change 20,339 280 0.0% 0.0% 384 0 0.0% Q2 2026 Aug 18, 2026
Roehl & Yi Investment Advisors, LLC History No change 20,067 276 0.09% 0.09% 385 0 0.0% Q2 2026 Aug 13, 2026
TUDOR INVESTMENT CORP ET AL History No change 19,800 273 0.0% 0.0% 386 0 0.0% Q2 2026 Aug 14, 2026
Hardy Reed LLC History No change 19,737 272 0.02% 0.02% 387 0 0.0% Q2 2026 Aug 03, 2026
Prosperity Consulting Group, LLC History No change 19,568 270 0.01% 0.01% 388 0 0.0% Q2 2026 Aug 13, 2026
EARNED WEALTH ADVISORS, LLC History No change 19,535 269 0.02% 0.02% 389 0 0.0% Q2 2026 Aug 14, 2026
Icon Wealth Advisors, LLC History No change 19,500 269 0.02% 0.02% 390 0 0.0% Q2 2026 Aug 05, 2026
Quadrant Private Wealth Management, LLC History Added to 19,394 268 0.04% 0.05% 391 +2,283 13.34% Q3 2026 Nov 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 19,159 261 0.0% 0.0% 392 -10,781 -36.01% Q3 2026 Nov 05, 2026
AlphaCore Capital LLC History Added to 18,854 260 0.0% 0.0% 393 +1,609 9.33% Q3 2026 Nov 04, 2026
Avestar Capital, LLC History Reduced 18,745 259 0.02% 0.02% 394 -10,317 -35.5% Q3 2026 Oct 28, 2026
Csenge Advisory Group History Reduced 18,798 259 0.01% 0.01% 395 -5,531 -22.73% Q3 2026 Nov 04, 2026
Avidian Wealth Enterprises, LLC History Added to 18,614 257 0.01% 0.01% 396 +1,616 9.51% Q3 2026 Oct 08, 2026
Diversified Trust Co History No change 18,578 256 0.0% 0.0% 397 0 0.0% Q2 2026 Jul 17, 2026
Cornerstone Wealth Group, LLC History Added to 18,450 255 0.01% 0.01% 398 +987 5.65% Q3 2026 Nov 02, 2026
FIDUCIARY TRUST CO History No change 18,432 254 0.0% 0.0% 399 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 18,241 252 0.0% 0.01% 400 -31,236 -63.13% Q3 2026 Oct 30, 2026
Ariadne Wealth Management, LP History No change 18,210 251 0.11% 0.11% 401 0 0.0% Q2 2026 Aug 13, 2026
Avior Wealth Management, LLC History Added to 18,096 250 0.01% 0.01% 403 +987 5.77% Q3 2026 Oct 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 22,242 250 0.0% 0.0% 402 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History Added to 17,988 248 0.01% 0.01% 404 +2,499 16.13% Q3 2026 Oct 19, 2026
PERSONAL CFO SOLUTIONS, LLC History No change 17,958 247 0.04% 0.04% 405 0 0.0% Q2 2026 Aug 07, 2026
VICTORY FINANCIAL GROUP, LLC History Added to 17,783 245 0.02% 0.02% 406 +5,643 46.48% Q3 2026 Oct 27, 2026
B. Riley Wealth Advisors, Inc. History Added to 17,697 244 0.01% 0.01% 407 +5,072 40.17% Q3 2026 Oct 13, 2026
Altar Rock LLC History No change 17,690 244 0.36% 0.36% 408 0 0.0% Q2 2026 Sep 21, 2026
MOODY NATIONAL BANK TRUST DIVISION History Reduced 17,523 242 0.02% 0.03% 409 -5,499 -23.89% Q3 2026 Oct 06, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 17,240 238 0.0% 0.0% 410 +16,483 2177.41% Q3 2026 Oct 20, 2026
HANCOCK WHITNEY CORP History No change 17,112 236 0.0% 0.0% 411 0 0.0% Q2 2026 Aug 14, 2026
Keel Point, LLC History No change 17,124 236 0.01% 0.01% 412 0 0.0% Q2 2026 Aug 14, 2026
Flatrock Wealth Partners LLC History No change 17,044 235 0.09% 0.09% 413 0 0.0% Q2 2026 Aug 14, 2026
Choate Investment Advisors History No change 17,019 234 0.0% 0.0% 414 0 0.0% Q2 2026 Aug 11, 2026
Larson Financial Group LLC History Added to 16,842 232 0.01% 0.01% 415 +148 0.89% Q3 2026 Nov 05, 2026
Elm Partners Management LLC History No change 16,781 231 0.01% 0.01% 416 0 0.0% Q2 2026 Oct 07, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 16,687 230 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 13, 2026
Gotham Asset Management, LLC History No change 16,539 228 0.0% 0.0% 418 0 0.0% Q2 2026 Aug 14, 2026
CERTUITY, LLC History Added to 16,477 227 0.01% 0.01% 419 +2,016 13.94% Q3 2026 Nov 02, 2026
ENTERPRISE FINANCIAL SERVICES CORP History Added to 16,403 226 0.09% 0.09% 420 +894 5.76% Q3 2026 Nov 03, 2026
VestGen Advisors, LLC History Added to 16,329 225 0.01% 0.01% 421 +347 2.17% Q3 2026 Oct 27, 2026
Curated Wealth Partners LLC History Added to 16,235 224 0.02% 0.02% 423 +3,297 25.48% Q3 2026 Oct 15, 2026
AE Wealth Management LLC History No change 16,244 224 0.0% 0.0% 422 0 0.0% Q2 2026 Aug 03, 2026
Walkner Condon Financial Advisors LLC History Added to 16,176 223 0.02% 0.02% 424 +3,952 32.33% Q3 2026 Oct 30, 2026
Boxwood Ventures, Inc. History No change 16,230 223 0.13% 0.13% 425 0 0.0% Q2 2026 Aug 12, 2026
Indivisible Partners History Added to 16,097 222 0.01% 0.01% 426 +4,969 44.65% Q3 2026 Oct 26, 2026
HARBOUR INVESTMENTS, INC. History No change 15,958 220 0.0% 0.0% 427 0 0.0% Q2 2026 Aug 12, 2026
Mayflower Financial Advisors, LLC History No change 15,866 218 0.02% 0.02% 428 0 0.0% Q2 2026 Jul 09, 2026
Spectrum Planning & Advisory Services Inc. History Added to 15,759 217 0.09% 0.09% 429 +1,441 10.06% Q3 2026 Nov 05, 2026
Intergy Private Wealth, LLC History Reduced 15,532 214 0.05% 0.05% 431 -1 -0.01% Q3 2026 Oct 16, 2026
Pallas Capital Advisors LLC History No change 15,576 214 0.01% 0.01% 430 0 0.0% Q2 2026 Aug 07, 2026
New Vernon Capital Holdings II LLC History No change 15,192 209 0.12% 0.12% 432 0 0.0% Q2 2026 Aug 14, 2026
Patriot Financial Group Insurance Agency, LLC History New 15,068 208 0.02% — 435 +15,068 New Q3 2026 Oct 14, 2026
Frank, Rimerman Advisors LLC History Added to 15,067 208 0.01% 0.01% 434 +461 3.16% Q3 2026 Oct 16, 2026
Aspen Grove Capital, LLC History No change 15,079 208 0.03% 0.03% 433 0 0.0% Q2 2026 Aug 14, 2026
Klingman & Associates, LLC History Added to 14,967 206 0.01% 0.01% 436 +1,521 11.31% Q3 2026 Oct 20, 2026
Investmark Advisory Group LLC History New 14,812 204 0.07% — 439 +14,812 New Q3 2026 Oct 27, 2026
Symmetry Partners, LLC History Added to 14,785 204 0.01% 0.01% 437 +3,440 30.32% Q3 2026 Oct 27, 2026
KINGSWOOD WEALTH ADVISORS, LLC History Added to 14,751 204 0.01% 0.01% 438 +640 4.54% Q3 2026 Oct 23, 2026
FAI Advisors, Inc. History Added to 14,651 202 0.08% 0.07% 441 +2,367 19.27% Q3 2026 Oct 27, 2026
Drucker Wealth 3.0, LLC History No change 14,671 202 0.03% 0.03% 440 0 0.0% Q2 2026 Jul 13, 2026
Advisors Capital Management, LLC History No change 14,623 201 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 11, 2026
RBA Wealth Management, LLC History New 14,520 200 0.06% — 443 +14,520 New Q3 2026 Oct 28, 2026
SAX WEALTH ADVISORS, LLC History New 14,479 200 0.01% — 444 +14,479 New Q3 2026 Oct 13, 2026
Turtle Creek Wealth Advisors, LLC History New 14,403 199 0.01% — 445 +14,403 New Q3 2026 Oct 15, 2026
Interchange Capital Partners, LLC History Added to 14,332 198 0.03% 0.03% 447 +1,506 11.74% Q3 2026 Oct 27, 2026
Moors & Cabot, Inc. History No change 14,419 198 0.01% 0.01% 446 0 0.0% Q2 2026 Aug 10, 2026
Stiles Financial Services Inc History No change 14,371 198 0.05% 0.05% 448 0 0.0% Q3 2026 Oct 29, 2026
August Group Capital Ltd History Added to 14,309 197 0.2% 0.21% 449 +602 4.39% Q3 2026 Oct 14, 2026
WORLD EQUITY GROUP, INC. History New 14,213 196 0.08% — 451 +14,213 New Q3 2026 Oct 14, 2026
TD PRIVATE CLIENT WEALTH LLC History Added to 14,205 196 0.0% 0.0% 450 +3,487 32.53% Q3 2026 Oct 28, 2026
Samalin Investment Counsel, LLC History No change 14,104 195 0.06% 0.06% 452 0 0.0% Q3 2026 Oct 23, 2026
Private Advisor Group, LLC History No change 14,176 195 0.0% 0.0% 453 0 0.0% Q2 2026 Jul 27, 2026
Arlington Capital Management INC History No change 14,150 195 0.11% 0.12% 454 0 0.0% Q3 2026 Oct 29, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History Reduced 14,029 194 0.04% 0.05% 457 -1,449 -9.36% Q3 2026 Oct 05, 2026
Nolet Wealth Management, LLC History Added to 14,095 194 0.11% 0.1% 458 +736 5.51% Q3 2026 Oct 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History Added to 14,028 194 0.0% 0.0% 455 +714 5.36% Q3 2026 Oct 13, 2026
Calydon Capital History No change 14,077 194 0.03% 0.03% 456 0 0.0% Q2 2026 Aug 14, 2026
Gryphon Financial Partners LLC History New 14,011 193 0.02% — 460 +14,011 New Q3 2026 Nov 04, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History No change 14,034 193 0.04% 0.04% 459 0 0.0% Q2 2026 Aug 13, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 13,844 191 0.0% 0.0% 461 0 0.0% Q2 2026 Aug 14, 2026
SVB WEALTH LLC History No change 13,831 190 0.01% 0.01% 462 0 0.0% Q2 2026 Jul 17, 2026
OpenArc Corporate Advisory, LLC History New 13,674 189 0.0% — 464 +13,674 New Q3 2026 Oct 21, 2026
OneAscent Financial Services LLC History No change 13,699 189 0.01% 0.01% 463 0 0.0% Q2 2026 Aug 11, 2026
Procyon Advisors, LLC History Added to 13,482 186 0.01% 0.01% 465 +729 5.72% Q3 2026 Oct 21, 2026
RFG Advisory, LLC History Added to 13,337 184 0.0% 0.0% 466 +2,342 21.3% Q3 2026 Nov 03, 2026
BROWN BROTHERS HARRIMAN & CO History No change 13,327 183 0.0% 0.0% 467 0 0.0% Q2 2026 Aug 12, 2026
Modera Wealth Management, LLC History New 13,173 182 0.0% — 468 +13,173 New Q3 2026 Oct 28, 2026
Stratos Investment Management, LLC History No change 13,147 181 0.01% 0.01% 469 0 0.0% Q2 2026 Aug 11, 2026
X-Square Capital, LLC History No change 13,127 181 0.05% 0.05% 470 0 0.0% Q2 2026 Aug 12, 2026
Atlas Legacy Advisors, LLC History No change 13,492 181 0.03% 0.03% 471 0 0.0% Q2 2026 Jul 31, 2026
Planned Solutions, Inc. History No change 12,996 179 0.05% 0.05% 472 0 0.0% Q3 2026 Oct 19, 2026
Bulltick Wealth Management, LLC History No change 13,022 179 0.04% 0.04% 473 0 0.0% Q2 2026 Jul 30, 2026
OneAscent Investment Solutions LLC History No change 12,979 179 0.17% 0.17% 474 0 0.0% Q2 2026 Aug 11, 2026
Livet Wealth, LLC History Added to 12,871 178 0.1% 0.1% 475 +598 4.87% Q3 2026 Oct 26, 2026
Brookstone Capital Management History New 12,768 176 0.0% — 476 +12,768 New Q3 2026 Oct 22, 2026
IFP Advisors, Inc History Added to 12,660 175 0.0% 0.0% 477 +6,589 108.53% Q3 2026 Oct 16, 2026
Owl Creek Wealth Partners LLC History Added to 12,657 175 0.05% 0.05% 478 +708 5.93% Q3 2026 Oct 20, 2026
BIP Wealth, LLC History Reduced 12,526 173 0.0% 0.0% 479 -83 -0.66% Q3 2026 Oct 22, 2026
Nicholas Hoffman & Company, LLC. History Added to 12,500 172 0.0% 0.0% 480 +1,055 9.22% Q3 2026 Oct 30, 2026
Curi Capital, LLC History No change 12,414 171 0.0% 0.0% 481 0 0.0% Q2 2026 Aug 14, 2026
Activest Wealth Management History Added to 12,220 169 0.03% 0.03% 482 +18 0.15% Q3 2026 Oct 15, 2026
Firestone Capital Management History New 11,945 165 0.03% — 486 +11,945 New Q3 2026 Nov 03, 2026
Hidden Cove Wealth Management, LLC History Added to 11,964 165 0.09% 0.08% 483 +861 7.75% Q3 2026 Oct 19, 2026
Investment Research Partners LLC History Added to 11,985 165 0.06% 0.06% 485 +49 0.41% Q3 2026 Oct 19, 2026
Reliant Investment Partners, LLC History No change 12,027 165 0.11% 0.11% 484 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 11,931 164 0.01% 0.01% 487 0 0.0% Q2 2026 Aug 06, 2026
FOUNDERS GROVE WEALTH PARTNERS, LLC History Reduced 11,803 163 0.03% 0.03% 488 -82 -0.69% Q3 2026 Oct 16, 2026
Park Capital Management, LLC / WI History New 11,782 162 0.08% — 492 +11,782 New Q3 2026 Oct 13, 2026
Connecticut Capital Management Group, LLC History Added to 11,779 162 0.13% 0.13% 491 +410 3.61% Q3 2026 Oct 29, 2026
GENESIS PRIVATE WEALTH, LLC History Added to 11,773 162 0.05% 0.05% 490 +91 0.78% Q3 2026 Nov 02, 2026
BROWN ADVISORY INC History No change 11,756 162 0.0% 0.0% 489 0 0.0% Q2 2026 Aug 14, 2026
SUMMIT WEALTH GROUP LLC / CO History New 11,650 161 0.01% — 494 +11,650 New Q3 2026 Oct 29, 2026
Viaable, LLC History No change 11,708 161 0.13% 0.13% 493 0 0.0% Q2 2026 Aug 14, 2026
Sunpointe, LLC History Reduced 11,513 159 0.05% 0.06% 498 -3,573 -23.68% Q3 2026 Oct 22, 2026
COMMERCE BANK History No change 11,587 159 0.0% 0.0% 495 0 0.0% Q2 2026 Aug 12, 2026
CARY STREET PARTNERS INVESTMENT ADVISORY LLC History No change 11,575 159 0.03% 0.03% 496 0 0.0% Q2 2026 Jul 17, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 11,566 159 0.0% 0.0% 497 0 0.0% Q2 2026 Aug 10, 2026
Calamos Advisors LLC History New 11,442 158 0.0% — 501 +11,442 New Q3 2026 Nov 02, 2026
Vawter Financial, Ltd. History No change 11,500 158 0.06% 0.06% 499 0 0.0% Q2 2026 Jul 24, 2026
MLP3, LLC History No change 11,475 158 0.14% 0.15% 500 0 0.0% Q3 2026 Oct 22, 2026
Permanens Capital L.P. History No change 11,448 157 0.02% 0.02% 502 0 0.0% Q2 2026 Aug 14, 2026
S Harris Financial Group, LLC History No change 11,340 156 0.12% 0.12% 503 0 0.0% Q2 2026 Jul 24, 2026
LifeGoal Investments, LLC History Added to 11,277 155 0.05% 0.06% 506 +928 8.97% Q3 2026 Oct 08, 2026
Boltwood Capital Management History Added to 11,215 155 0.03% 0.03% 504 +215 1.95% Q3 2026 Oct 02, 2026
Ameritas Advisory Services, LLC History No change 11,235 155 0.0% 0.0% 505 0 0.0% Q2 2026 Aug 14, 2026
Sky Investment Group LLC History New 11,158 154 0.02% — 507 +11,158 New Q3 2026 Oct 30, 2026
Nova R Wealth, Inc. History No change 11,086 153 0.04% 0.04% 508 0 0.0% Q3 2026 Oct 26, 2026
Western Financial Corp/CA History Reduced 11,027 152 0.05% 0.05% 510 -929 -7.77% Q3 2026 Oct 14, 2026
Aptus Capital Advisors, LLC History No change 11,043 152 0.0% 0.0% 509 0 0.0% Q2 2026 Aug 12, 2026
Aletheian Wealth Advisors LLC History Added to 10,922 151 0.06% 0.06% 511 +459 4.39% Q3 2026 Oct 08, 2026
Fragasso Financial Advisors Inc History New 11,171 150 0.01% — 512 +11,171 New Q3 2026 Oct 13, 2026
Commonwealth Financial Services, LLC History New 10,841 149 0.03% — 517 +10,841 New Q3 2026 Oct 20, 2026
Allen Capital Group, LLC History Added to 10,829 149 0.01% 0.01% 513 +425 4.08% Q3 2026 Oct 27, 2026
Wealthspire Advisors, LLC History No change 10,867 149 0.0% 0.0% 514 0 0.0% Q2 2026 Aug 11, 2026
National Philanthropic Trust History No change 10,806 149 0.0% 0.0% 515 0 0.0% Q2 2026 Aug 14, 2026
Quotient Wealth Partners, LLC History No change 10,862 149 0.0% 0.0% 516 0 0.0% Q2 2026 Aug 03, 2026
Echo45 Advisors LLC History New 10,722 148 0.07% — 518 +10,722 New Q3 2026 Oct 07, 2026
Cardinal Point Capital Management ULC History New 10,675 147 0.01% — 522 +10,675 New Q3 2026 Oct 21, 2026
Fifth Third Wealth Advisors LLC History New 10,638 147 0.0% — 521 +10,638 New Q3 2026 Oct 22, 2026
Argent Trust Co History No change 10,719 147 0.0% 0.0% 519 0 0.0% Q2 2026 Aug 06, 2026
PCM Encore, LLC History No change 10,656 147 0.03% 0.03% 520 0 0.0% Q2 2026 Aug 11, 2026
Midwest Trust Co History New 10,582 146 0.0% — 524 +10,582 New Q3 2026 Oct 22, 2026
BESSEMER GROUP INC History No change 10,576 146 0.0% 0.0% 523 0 0.0% Q2 2026 Aug 12, 2026
Affinity Capital Advisors, LLC History New 10,795 145 0.02% — 527 +10,795 New Q3 2026 Oct 13, 2026
JB Capital LLC History New 10,548 145 0.0% — 528 +10,548 New Q3 2026 Oct 19, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Added to 10,529 145 0.0% 0.0% 525 +529 5.29% Q3 2026 Oct 05, 2026
Werba Rubin Papier Wealth Management History No change 10,531 145 0.02% 0.02% 526 0 0.0% Q2 2026 Jul 27, 2026
71 West Capital Partners History Added to 10,386 143 0.0% 0.0% 530 +158 1.54% Q3 2026 Nov 04, 2026
Fortis Capital Management LLC History No change 10,423 143 0.02% 0.02% 529 0 0.0% Q2 2026 Aug 12, 2026
MW ADVISORY, LLC History New 10,304 142 0.06% — 533 +10,304 New Q3 2026 Oct 19, 2026
FARMERS & MERCHANTS INVESTMENTS INC History Added to 10,297 142 0.0% 0.0% 531 +5,297 105.94% Q3 2026 Oct 22, 2026
Centiva Capital, LP History No change 10,345 142 0.0% 0.0% 532 0 0.0% Q2 2026 Aug 13, 2026
Foundry Financial Group, Inc. History New 10,241 141 0.06% — 536 +10,241 New Q3 2026 Oct 27, 2026
Carrera Capital Advisors History Added to 10,261 141 0.02% 0.02% 535 +19 0.19% Q3 2026 Nov 03, 2026
STEPHENS INC /AR/ History No change 10,241 141 0.0% 0.0% 534 0 0.0% Q2 2026 Jul 29, 2026
Meridian Wealth Management, LLC History Reduced 10,123 140 0.0% 0.0% 537 -160 -1.56% Q3 2026 Nov 05, 2026
Brand Asset Management Group, Inc. History No change 10,149 140 0.03% 0.03% 538 0 0.0% Q2 2026 Aug 12, 2026
Hamilton Capital, LLC History New 10,106 139 0.01% — 539 +10,106 New Q3 2026 Oct 08, 2026
Avail Investment Partners, LLC History New 10,018 138 0.1% — 540 +10,018 New Q3 2026 Oct 16, 2026
BFC Planning, Inc. History No change 9,529 131 0.01% 0.01% 541 0 0.0% Q2 2026 Oct 29, 2026
Salomon & Ludwin, LLC History Added to 9,048 125 0.01% 0.01% 542 +1,297 16.73% Q3 2026 Oct 29, 2026
Parkside Financial Bank & Trust History Added to 8,490 117 0.01% 0.01% 543 +1,066 14.36% Q3 2026 Oct 27, 2026
Strategic Investment Advisors / MI History No change 8,237 113 0.01% 0.01% 544 0 0.0% Q2 2026 Aug 14, 2026
Bruce G. Allen Investments, LLC History No change 8,067 111 0.07% 0.07% 545 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 7,646 105 0.0% 0.0% 546 0 0.0% Q2 2026 Aug 13, 2026
James T. Borello RIA History No change 7,609 105 0.02% 0.02% 547 0 0.0% Q3 2026 Oct 16, 2026
JFS WEALTH ADVISORS, LLC History Reduced 7,242 100 0.01% 0.01% 548 -403 -5.27% Q3 2026 Nov 03, 2026
Westside Investment Management, Inc. History No change 7,288 97 0.01% 0.01% 549 0 0.0% Q3 2026 Nov 02, 2026
True Wealth Design, LLC History Added to 6,889 95 0.02% 0.02% 550 +774 12.66% Q3 2026 Oct 13, 2026
PRIVATE TRUST CO NA History Added to 6,721 92 0.01% 0.01% 551 +91 1.37% Q3 2026 Oct 20, 2026
WealthCollab, LLC History No change 6,722 92 0.03% 0.03% 552 0 0.0% Q2 2026 Aug 10, 2026
RICHARDSON FINANCIAL SERVICES INC. History Reduced 5,954 82 0.05% 0.06% 553 -1,558 -20.74% Q3 2026 Oct 30, 2026
Hilton Head Capital Partners, LLC History No change 5,838 80 0.04% 0.04% 554 0 0.0% Q3 2026 Oct 23, 2026
Root Financial Partners, LLC History New 5,667 78 0.0% — 555 +5,667 New Q3 2026 Oct 21, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 5,076 70 0.0% 0.0% 556 0 0.0% Q3 2026 Oct 30, 2026
Addison Advisors LLC History No change 5,050 69 0.03% 0.03% 557 0 0.0% Q2 2026 Aug 10, 2026
Smithfield Trust Co History No change 5,000 68 0.0% 0.0% 558 0 0.0% Q2 2026 Aug 05, 2026
FIRST HORIZON CORP History Added to 4,687 64 0.0% 0.0% 559 +2,765 143.86% Q3 2026 Oct 26, 2026
Dogwood Wealth Management LLC History No change 4,602 63 0.02% 0.02% 560 0 0.0% Q2 2026 Jul 06, 2026
UMB Bank, n.a. History No change 4,522 62 0.0% 0.0% 561 0 0.0% Q2 2026 Aug 13, 2026
Gould Capital, LLC History No change 4,521 62 0.03% 0.03% 562 0 0.0% Q2 2026 Aug 07, 2026
Murphy & Mullick Capital Management Corp History No change 4,550 62 0.04% 0.04% 563 0 0.0% Q3 2026 Oct 30, 2026
Quantum Portfolio Management LLC History No change 4,312 59 0.02% 0.02% 564 0 0.0% Q2 2026 Aug 14, 2026
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. History No change 4,077 56 0.01% 0.01% 565 0 0.0% Q2 2026 Oct 30, 2026
Blue Trust, Inc. History Added to 4,022 55 0.0% 0.0% 566 +1,161 40.58% Q3 2026 Oct 15, 2026
Grove Bank & Trust History Added to 3,792 52 0.01% 0.0% 567 +2,312 156.22% Q3 2026 Oct 08, 2026
Atlantic Union Bankshares Corp History No change 3,650 50 0.0% 0.0% 568 0 0.0% Q2 2026 Aug 11, 2026
Elequin Capital, LP History No change 3,454 47 0.0% 0.0% 569 0 0.0% Q2 2026 Aug 13, 2026
Hughes Financial Services, LLC History No change 3,900 45 0.01% 0.01% 570 0 0.0% Q3 2026 Oct 30, 2026
FINANCIAL CONSULATE, INC History Added to 3,129 43 0.0% 0.0% 571 +682 27.87% Q3 2026 Oct 23, 2026
West Financial Advisors, LLC History New 2,998 41 0.01% — 574 +2,998 New Q3 2026 Oct 22, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,975 41 0.0% 0.0% 572 +71 2.44% Q3 2026 Oct 28, 2026
Princeton Global Asset Management LLC History No change 3,000 41 0.01% 0.01% 573 0 0.0% Q3 2026 Oct 21, 2026
KBC Group NV History New 2,872 40 0.0% — 577 +2,872 New Q3 2026 Oct 22, 2026
FEDERATED HERMES, INC. History No change 2,912 40 0.0% 0.0% 575 0 0.0% Q2 2026 Aug 12, 2026
GW&K Investment Management, LLC History No change 2,889 40 0.0% 0.0% 576 0 0.0% Q2 2026 Aug 12, 2026
PROATHLETE WEALTH MANAGEMENT LLC History New 2,867 39 0.01% — 578 +2,867 New Q3 2026 Oct 15, 2026
Kilter Group LLC History No change 2,768 38 0.01% 0.01% 579 0 0.0% Q2 2026 Aug 11, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 2,828 38 0.0% 0.0% 580 0 0.0% Q2 2026 Aug 13, 2026
SHP Wealth Management History No change 2,749 37 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History No change 2,748 37 0.0% 0.0% 582 0 0.0% Q2 2026 Aug 06, 2026
Washington Trust Advisors, Inc. History New 2,669 36 0.0% — 585 +2,669 New Q3 2026 Oct 22, 2026
Nova Financial LLC History New 2,638 36 0.02% — 586 +2,638 New Q3 2026 Nov 04, 2026
LANARK FINANCIAL, INC. History Added to 2,650 36 0.0% 0.0% 583 +1,929 267.55% Q3 2026 Oct 26, 2026
Financial Management Professionals, Inc. History Added to 2,667 36 0.0% 0.0% 584 +196 7.93% Q3 2026 Oct 23, 2026
HIGHLINE WEALTH PARTNERS LLC History Added to 2,557 35 0.01% 0.01% 588 +702 37.84% Q3 2026 Oct 19, 2026
Rossby Financial, LCC History Reduced 2,568 35 0.01% 0.01% 589 -471 -15.5% Q3 2026 Nov 05, 2026
Silver Grove Financial Group, Inc. History Added to 2,563 35 0.02% 0.02% 590 +101 4.1% Q3 2026 Nov 05, 2026
Spire Wealth Management History No change 2,556 35 0.0% 0.0% 587 0 0.0% Q3 2026 Oct 30, 2026
Rydar Equities, Inc. History New 2,500 34 0.02% — 591 +2,500 New Q3 2026 Oct 13, 2026
Physician Wealth Advisors, Inc. History Added to 2,404 33 0.0% 0.0% 592 +341 16.53% Q3 2026 Oct 20, 2026
COMPASS FINANCIAL MANAGEMENT LLC History Reduced 2,431 33 0.0% 0.0% 593 -53 -2.13% Q3 2026 Oct 30, 2026
SJS Investment Consulting Inc. History Added to 2,334 32 0.0% 0.0% 595 +732 45.69% Q3 2026 Oct 26, 2026
Signature Equity Partners, LLC History Added to 2,320 32 0.01% 0.01% 597 +98 4.41% Q3 2026 Oct 29, 2026
IMA Advisory Services, Inc. History No change 2,334 32 0.0% 0.0% 594 0 0.0% Q2 2026 Aug 10, 2026
Acumen Wealth Advisors, LLC History No change 2,348 32 0.01% 0.01% 596 0 0.0% Q3 2026 Nov 05, 2026
ALBION FINANCIAL GROUP /UT History Added to 2,265 31 0.0% 0.0% 598 +618 37.52% Q3 2026 Oct 21, 2026
Spurstone Advisory Services, LLC History New 2,268 30 0.39% — 599 +2,268 New Q3 2026 Nov 02, 2026
Elyxium Wealth, LLC History New 2,128 29 0.0% — 600 +2,128 New Q3 2026 Oct 27, 2026
Jacobi Capital Management LLC History New 2,063 28 0.0% — 602 +2,063 New Q3 2026 Nov 05, 2026
V-Square Quantitative Management LLC History No change 2,053 28 0.0% 0.0% 601 0 0.0% Q3 2026 Oct 15, 2026
Sachetta, LLC History No change 2,014 27 0.01% 0.01% 603 0 0.0% Q2 2026 Jul 15, 2026
Essential Partners LLC History Added to 1,950 26 0.01% 0.01% 604 +179 10.11% Q3 2026 Oct 14, 2026
Retirement Wealth Solutions LLC History No change 1,836 25 0.01% 0.01% 605 0 0.0% Q3 2026 Oct 07, 2026
TRUST CO OF VERMONT History New 1,758 24 0.0% — 606 +1,758 New Q3 2026 Oct 21, 2026
ELEVATION WEALTH PARTNERS, LLC History Added to 1,726 23 0.01% 0.01% 607 +213 14.08% Q3 2026 Oct 07, 2026
EFG International AG History No change 1,721 23 0.0% 0.0% 608 0 0.0% Q2 2026 Aug 14, 2026
Medallion Wealth Advisors, LLC History No change 1,700 23 0.01% 0.01% 609 0 0.0% Q2 2026 Aug 14, 2026
Cedar Mountain Advisors, LLC History New 1,641 22 0.0% — 610 +1,641 New Q3 2026 Oct 15, 2026
BOK Financial Private Wealth, Inc. History No change 1,465 20 0.0% 0.0% 611 0 0.0% Q2 2026 Aug 07, 2026
Manchester Capital Management LLC History No change 1,475 20 0.0% 0.0% 612 0 0.0% Q3 2026 Oct 22, 2026
Turim 21 Investimentos Ltda. History No change 1,699 20 0.0% 0.0% 613 0 0.0% Q2 2026 Aug 10, 2026
JDM Financial Group LLC History No change 1,474 20 0.01% 0.01% 614 0 0.0% Q2 2026 Aug 17, 2026
LRI Investments, LLC History No change 1,461 20 0.0% 0.0% 615 0 0.0% Q2 2026 Jul 14, 2026
ARMSTRONG ADVISORY GROUP, INC History New 1,400 19 0.0% — 620 +1,400 New Q3 2026 Oct 09, 2026
Plante Moran Financial Advisors, LLC History Added to 1,377 19 0.0% 0.0% 616 +286 26.21% Q3 2026 Nov 04, 2026
Oakworth Capital, Inc. History No change 1,430 19 0.0% 0.0% 617 0 0.0% Q3 2026 Oct 26, 2026
Basepoint Wealth LLC History No change 1,397 19 0.01% 0.01% 618 0 0.0% Q2 2026 Aug 10, 2026
Cornerstone Financial Management LLC History No change 1,397 19 0.02% 0.02% 619 0 0.0% Q2 2026 Aug 28, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Added to 1,331 18 0.0% 0.0% 621 +39 3.02% Q3 2026 Nov 04, 2026
CX Institutional History Added to 1,195 17 0.0% 0.0% 622 +583 95.26% Q3 2026 Oct 02, 2026
Ascentis Wealth Management, LLC History New 1,213 16 0.0% — 624 +1,213 New Q3 2026 Nov 03, 2026
GHP Investment Advisors, Inc. History Added to 1,205 16 0.0% 0.0% 623 +10 0.84% Q3 2026 Oct 15, 2026
MANNING & NAPIER ADVISORS LLC History No change 1,146 15 0.0% 0.0% 625 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 1,108 15 0.0% 0.0% 626 0 0.0% Q2 2026 Jul 17, 2026
Principia Wealth Advisory, LLC History No change 1,157 15 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 26, 2026
CENTRAL TRUST Co History Added to 1,069 14 0.0% 0.0% 628 +638 148.03% Q3 2026 Nov 05, 2026
Ares Financial Consulting, LLC History Added to 1,045 14 0.01% 0.01% 633 +508 94.6% Q3 2026 Oct 19, 2026
Bell Investment Advisors, Inc History Added to 1,041 14 0.0% 0.0% 632 +220 26.8% Q3 2026 Oct 28, 2026
VALLEY NATIONAL ADVISERS INC History No change 1,043 14 0.0% 0.0% 629 0 0.0% Q3 2026 Oct 23, 2026
Strategic Wealth Partners, Ltd. History No change 1,058 14 0.0% 0.0% 630 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 1,078 14 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 06, 2026
WOLVERINE ASSET MANAGEMENT LLC History New 1,007 13 0.0% — 640 +1,007 New Q3 2026 Nov 02, 2026
WPG Advisers, LLC History Added to 952 13 0.01% 0.0% 639 +847 806.67% Q3 2026 Oct 27, 2026
BROWN, LISLE/CUMMINGS, INC. History No change 952 13 0.0% 0.0% 634 0 0.0% Q3 2026 Oct 16, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 971 13 0.0% 0.0% 635 0 0.0% Q2 2026 Aug 14, 2026
SOA Wealth Advisors, LLC. History No change 960 13 0.0% 0.0% 636 0 0.0% Q2 2026 Jul 21, 2026
Atlantic Private Wealth, LLC History No change 1,000 13 0.01% 0.01% 637 0 0.0% Q2 2026 Aug 11, 2026
JPL Wealth Management, LLC History No change 968 13 0.0% 0.0% 638 0 0.0% Q2 2026 Aug 13, 2026
UMB Private Wealth Management, LLC History New 936 12 0.01% — 646 +936 New Q3 2026 Oct 19, 2026
New England Capital Financial Advisors LLC History New 900 12 0.0% — 644 +900 New Q3 2026 Nov 03, 2026
Curat Global, LLC History New 873 12 0.01% — 645 +873 New Q3 2026 Oct 26, 2026
Triumph Capital Management History Added to 912 12 0.0% 0.0% 642 +33 3.75% Q3 2026 Oct 14, 2026
Colonial Trust Advisors History No change 934 12 0.0% 0.0% 641 0 0.0% Q2 2026 Aug 11, 2026
Valued Wealth Advisors LLC History No change 925 12 0.0% 0.0% 643 0 0.0% Q3 2026 Nov 05, 2026
Bangor Savings Bank History New 821 11 0.0% — 647 +821 New Q3 2026 Oct 06, 2026
WOLFF WIESE MAGANA LLC History New 741 10 0.0% — 648 +741 New Q3 2026 Oct 15, 2026
Mainstream Capital Management LLC History New 655 9 0.01% — 656 +655 New Q3 2026 Oct 23, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History Reduced 676 9 0.0% 0.0% 650 -276 -28.99% Q3 2026 Oct 15, 2026
Cape Investment Advisory, Inc. History Reduced 673 9 0.0% 0.0% 655 -91 -11.91% Q3 2026 Oct 13, 2026
MV CAPITAL MANAGEMENT, INC. History Added to 679 9 0.0% 0.0% 653 +4 0.59% Q3 2026 Oct 29, 2026
PROFFITT & GOODSON INC History No change 716 9 0.0% 0.0% 649 0 0.0% Q2 2026 Jul 22, 2026
JNBA Financial Advisors History No change 703 9 0.0% 0.0% 651 0 0.0% Q3 2026 Nov 03, 2026
RAFFA WEALTH MANAGEMENT, LLC History No change 705 9 0.0% 0.0% 652 0 0.0% Q2 2026 Jul 27, 2026
Independence Bank of Kentucky History No change 674 9 0.0% 0.0% 654 0 0.0% Q3 2026 Oct 26, 2026
Planning Strategies Inc. History New 647 8 0.0% — 659 +647 New Q3 2026 Oct 02, 2026
HM PAYSON & CO History No change 600 8 0.0% 0.0% 657 0 0.0% Q2 2026 Jul 17, 2026
Main Street Group, LTD History No change 633 8 0.0% 0.0% 658 0 0.0% Q3 2026 Oct 28, 2026
Private Wealth Management Group, LLC History Added to 573 7 0.0% — 666 +559 3992.86% Q3 2026 Oct 19, 2026
Compass Wealth Management LLC History New 532 7 0.0% — 668 +532 New Q3 2026 Oct 22, 2026
Fortitude Family Office, LLC History Added to 570 7 0.0% 0.0% 664 +252 79.25% Q3 2026 Oct 14, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 532 7 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 14, 2026
MOTCO History No change 518 7 0.0% 0.0% 661 0 0.0% Q2 2026 Jul 31, 2026
Winch Advisory Services, LLC History No change 541 7 0.0% 0.0% 662 0 0.0% Q2 2026 Aug 06, 2026
Quent Capital, LLC History No change 523 7 0.0% 0.0% 663 0 0.0% Q2 2026 Aug 07, 2026
Nemes Rush Group LLC History No change 572 7 0.0% 0.0% 665 0 0.0% Q3 2026 Nov 04, 2026
Paladin Partners, LLC History No change 510 7 0.0% 0.0% 667 0 0.0% Q3 2026 Oct 06, 2026
United Financial Planning Group LLC History New 492 6 0.0% — 676 +492 New Q3 2026 Nov 04, 2026
MONTAG A & ASSOCIATES INC History New 453 6 0.0% — 674 +453 New Q3 2026 Oct 29, 2026
Next Level Wealth Planning, LLC History New 445 6 0.0% — 675 +445 New Q3 2026 Oct 29, 2026
Asset Dedication, LLC History Reduced 451 6 0.0% 0.0% 670 -245 -35.2% Q3 2026 Nov 02, 2026
North Star Investment Management Corp. History No change 484 6 0.0% 0.0% 669 0 0.0% Q3 2026 Oct 27, 2026
Beaird Harris Wealth Management, LLC History No change 459 6 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 08, 2026
Synergy Investment Management, LLC History No change 457 6 0.0% 0.0% 672 0 0.0% Q2 2026 Aug 14, 2026
Park Square Financial Group, LLC History No change 486 6 0.05% 0.05% 673 0 0.0% Q2 2026 Jul 31, 2026
PFS Partners, LLC History New 420 5 0.0% — 684 +420 New Q3 2026 Oct 21, 2026
American Capital Advisory, LLC History Added to 406 5 0.0% 0.0% 680 +122 42.96% Q3 2026 Oct 28, 2026
TOTH FINANCIAL ADVISORY CORP History No change 380 5 0.0% 0.0% 677 0 0.0% Q3 2026 Oct 08, 2026
Heritage Wealth Advisors History No change 400 5 0.0% 0.0% 678 0 0.0% Q2 2026 Aug 14, 2026
HighMark Wealth Management LLC History No change 425 5 0.0% 0.0% 679 0 0.0% Q2 2026 Aug 12, 2026
Burk Holdings LLC History No change 386 5 0.0% 0.0% 681 0 0.0% Q3 2026 Nov 04, 2026
Bravera Wealth History No change 392 5 0.0% 0.0% 682 0 0.0% Q2 2026 Jul 23, 2026
Allied Private Wealth LLC History No change 374 5 0.0% 0.0% 683 0 0.0% Q2 2026 Jul 09, 2026
BARRETT & COMPANY, INC. History New 308 4 0.0% — 690 +308 New Q3 2026 Oct 22, 2026
Hartford Financial Management Inc. History New 308 4 0.0% — 691 +308 New Q3 2026 Oct 21, 2026
Covestor Ltd History New 269 4 0.0% — 692 +269 New Q3 2026 Oct 30, 2026
Financial Network Wealth Advisors LLC History Added to 296 4 0.0% 0.0% 687 +58 24.37% Q3 2026 Oct 27, 2026
Elevated Capital Advisors, LLC History No change 333 4 0.0% 0.0% 685 0 0.0% Q3 2026 Nov 04, 2026
Dunhill Financial, LLC History No change 299 4 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 07, 2026
Keating Financial Advisory Services, Inc. History No change 341 4 0.0% 0.0% 688 0 0.0% Q2 2026 Aug 11, 2026
Markowski Investments History No change 345 4 0.0% 0.0% 689 0 0.0% Q3 2026 Oct 30, 2026
GK Wealth Management LLC History New 280 3 0.0% — 701 +280 New Q3 2026 Oct 09, 2026
DEUTSCHE BANK AG\ History No change 221 3 0.0% 0.0% 693 0 0.0% Q2 2026 Aug 07, 2026
Crewe Advisors LLC History No change 259 3 0.0% 0.0% 694 0 0.0% Q2 2026 Jul 23, 2026
Steigerwald, Gordon & Koch Inc. History No change 243 3 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 22, 2026
Private Wealth Asset Management, LLC History No change 281 3 0.0% 0.0% 696 0 0.0% Q2 2026 Aug 11, 2026
Trifecta Capital Advisors, LLC History No change 235 3 0.0% 0.0% 697 0 0.0% Q3 2026 Oct 21, 2026
AMERIFLEX GROUP, INC. History No change 226 3 0.0% 0.0% 698 0 0.0% Q2 2026 Aug 13, 2026
MidFirst Bank History No change 256 3 0.0% 0.0% 699 0 0.0% Q2 2026 Aug 07, 2026
Highland Investment Advisors LLC History No change 268 3 0.0% 0.0% 700 0 0.0% Q2 2026 Aug 13, 2026
Cassaday & Co Wealth Management LLC History Reduced 146 2 0.0% 0.0% 707 -921 -86.32% Q3 2026 Oct 27, 2026
Wilmington Savings Fund Society, FSB History New 194 2 0.0% — 713 +194 New Q3 2026 Oct 23, 2026
High Note Wealth, LLC History Added to 182 2 0.0% — 705 +178 4450.0% Q3 2026 Oct 27, 2026
Center for Financial Planning, Inc. History New 167 2 0.0% — 715 +167 New Q3 2026 Oct 26, 2026
EASTERN BANK History New 166 2 0.0% — 714 +166 New Q3 2026 Oct 05, 2026
Monetary Solutions, Ltd History Added to 209 2 0.0% 0.0% 710 +81 63.28% Q3 2026 Oct 22, 2026
ST GERMAIN D J CO INC History No change 158 2 0.0% 0.0% 702 0 0.0% Q2 2026 Jul 21, 2026
PIN OAK INVESTMENT ADVISORS INC History No change 131 2 0.0% 0.0% 703 0 0.0% Q2 2026 Aug 18, 2026
Bogart Wealth, LLC History No change 167 2 0.0% 0.0% 704 0 0.0% Q2 2026 Jul 24, 2026
Lodestone Wealth Management LLC History No change 178 2 0.0% 0.0% 706 0 0.0% Q3 2026 Oct 14, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History No change 184 2 0.0% 0.0% 708 0 0.0% Q2 2026 Aug 14, 2026
Caldwell Trust Co History No change 187 2 0.0% 0.0% 709 0 0.0% Q3 2026 Oct 30, 2026
Hamrick Investment Counsel, llc History No change 200 2 0.0% 0.0% 711 0 0.0% Q2 2026 Aug 13, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 165 2 0.0% 0.0% 712 0 0.0% Q3 2026 Oct 16, 2026
NBT BANK, N.A. History New 112 1 0.0% — 731 +112 New Q3 2026 Oct 21, 2026
Costello Asset Management, INC History New 100 1 0.0% — 732 +100 New Q3 2026 Oct 30, 2026
Avion Wealth History New 96 1 0.0% — 733 +96 New Q3 2026 Nov 03, 2026
GODSEY & GIBB, INC History New 93 1 0.0% — 730 +93 New Q3 2026 Oct 14, 2026
GILPIN WEALTH MANAGEMENT, LLC History New 75 1 0.0% — 734 +75 New Q3 2026 Oct 09, 2026
Noble Wealth Management PBC History Added to 117 1 0.0% — 727 +65 125.0% Q3 2026 Oct 01, 2026
Nvest Wealth Strategies, Inc. History Added to 84 1 0.0% — 729 +42 100.0% Q3 2026 Oct 14, 2026
CoreCap Advisors, LLC History Added to 104 1 0.0% 0.0% 723 +10 10.64% Q3 2026 Oct 08, 2026
CHESAPEAKE ASSET MANAGEMENT LLC History No change 127 1 0.0% 0.0% 716 0 0.0% Q2 2026 Aug 04, 2026
WEBSTER BANK, N. A. History No change 95 1 0.0% 0.0% 717 0 0.0% Q2 2026 Jul 20, 2026
TD Capital Management LLC History No change 107 1 0.0% 0.0% 718 0 0.0% Q2 2026 Aug 06, 2026
Trust Co History No change 98 1 0.0% 0.0% 719 0 0.0% Q3 2026 Oct 09, 2026
Prestige Wealth Management Group LLC History No change 83 1 0.0% 0.0% 720 0 0.0% Q2 2026 Aug 14, 2026
BELLEVUE ASSET MANAGEMENT, LLC History No change 105 1 0.0% 0.0% 721 0 0.0% Q2 2026 Aug 04, 2026
Game Plan Financial Advisors, LLC History No change 127 1 0.0% 0.0% 722 0 0.0% Q2 2026 Aug 07, 2026
Decker Retirement Planning Inc. History No change 93 1 0.0% 0.0% 724 0 0.0% Q3 2026 Oct 19, 2026
Atlantic Edge Private Wealth Management, LLC History No change 100 1 0.0% 0.0% 725 0 0.0% Q3 2026 Oct 20, 2026
Mosley Wealth Management History No change 101 1 0.0% 0.0% 726 0 0.0% Q3 2026 Oct 16, 2026
Godfrey Financial Associates, Inc. History No change 120 1 0.0% 0.0% 728 0 0.0% Q2 2026 Aug 11, 2026
CogentBlue Wealth Advisors, LLC History Closed out 0 0 — 0.18% — -22,417 -100.0% Q3 2026 Oct 09, 2026
MISSION WEALTH MANAGEMENT, LP History Closed out 0 0 — 0.0% — -19,122 -100.0% Q3 2026 Oct 15, 2026
GC Wealth Management RIA, LLC History Closed out 0 0 — 0.01% — -12,637 -100.0% Q3 2026 Nov 02, 2026
Brucke Financial, Inc. History Closed out 0 0 — 0.07% — -11,505 -100.0% Q3 2026 Oct 23, 2026
Canopy Partners, LLC History Closed out 0 0 — 0.05% — -11,059 -100.0% Q3 2026 Oct 28, 2026
Sepio Capital, LP History Closed out 0 0 — 0.01% — -10,922 -100.0% Q3 2026 Oct 22, 2026
TRITONPOINT WEALTH, LLC History Closed out 0 0 — 0.01% — -10,585 -100.0% Q3 2026 Oct 19, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.01% — -9,259 -100.0% Q3 2026 Oct 15, 2026
Robinswood Financial LLC History Closed out 0 0 — 0.01% — -3,376 -100.0% Q3 2026 Oct 20, 2026
Cornerstone Planning Group LLC History Closed out 0 0 — 0.01% — -3,105 -100.0% Q3 2026 Oct 16, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -872 -100.0% Q3 2026 Oct 23, 2026
Whipplewood Advisors, LLC History Closed out 0 0 — 0.0% — -444 -100.0% Q3 2026 Oct 20, 2026
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 — 0.0% — -366 -100.0% Q3 2026 Oct 13, 2026
SOUTHERN MICHIGAN BANK & TRUST History Closed out 0 0 — 0.0% — -130 -100.0% Q3 2026 Oct 19, 2026
DiNuzzo Private Wealth, Inc. History New 70 0 — — — +70 New Q3 2026 Oct 15, 2026
StrongBox Wealth, LLC History New 68 0 — — — +68 New Q3 2026 Nov 02, 2026
Golden State Wealth Management, LLC History New 63 0 — — — +63 New Q3 2026 Nov 02, 2026
Marquette Asset Management, LLC History New 59 0 — — — +59 New Q3 2026 Oct 09, 2026
HAGER INVESTMENT MANAGEMENT SERVICES, LLC History New 59 0 — — — +59 New Q3 2026 Nov 03, 2026
BIRCH FINANCIAL GROUP, LLC History New 59 0 — — — +59 New Q3 2026 Oct 27, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History New 51 0 — — — +51 New Q3 2026 Oct 14, 2026
Bay Harbor Wealth Management, LLC History New 32 0 — — — +32 New Q3 2026 Nov 03, 2026
Community Financial Services Group, LLC History New 25 0 — — — +25 New Q3 2026 Oct 15, 2026
KELLEHER FINANCIAL ADVISORS History Reduced 24 0 — — — -24 -50.0% Q3 2026 Oct 30, 2026
Torren Management, LLC History New 22 0 — — — +22 New Q3 2026 Oct 29, 2026
Creative Capital Management Investments LLC History New 7 0 — — — +7 New Q3 2026 Oct 27, 2026
Downshift Financial, LLC History New 2 0 — — — +2 New Q3 2026 Oct 13, 2026
Tower Research Capital LLC (TRC) History No change 51 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
West Branch Capital LLC History No change 37 0 — — — 0 0.0% Q3 2026 Oct 20, 2026
DHJJ Financial Advisors, Ltd. History No change 2 0 — — — 0 0.0% Q3 2026 Oct 23, 2026
Graney & King, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
BAYBAN History No change 62 0 — — — 0 0.0% Q3 2026 Nov 05, 2026