Sanofi - SNY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 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
DODGE & COX History Reduced 28,088,274 1,198,245 0.63% 0.78% 1 -1,416,358 -4.8% Q2 2026 Aug 13, 2026
MORGAN STANLEY History Reduced 10,702,527 456,569 0.02% 0.04% 2 -1,809,340 -14.46% Q2 2026 Aug 13, 2026
Fisher Asset Management, LLC History Reduced 10,627,088 453,351 0.13% 0.19% 3 -815,075 -7.12% Q2 2026 Aug 04, 2026
BANK OF AMERICA CORP /DE/ History Reduced 8,008,572 341,645 0.02% 0.03% 4 -1,475,778 -15.56% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History Added to 6,689,182 290,511 0.02% 0.02% 5 +972,951 17.02% Q2 2026 Aug 12, 2026
Invesco Ltd. History Added to 6,798,961 290,043 0.02% 0.05% 6 +177,422 2.68% Q2 2026 Aug 14, 2026
Mondrian Investment Partners LTD History Added to 5,522,564 235,592 3.63% 3.63% 7 +482,499 9.57% Q2 2026 Jul 30, 2026
MILLENNIUM MANAGEMENT LLC History Added to 4,168,890 177,844 0.06% 0.07% 8 +460,336 12.41% Q2 2026 Aug 14, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 4,136,417 176,460 1.24% 1.27% 9 +413,317 11.1% Q2 2026 Aug 14, 2026
FEDERATED HERMES, INC. History Reduced 3,849,802 164,232 0.24% 0.37% 10 -904,557 -19.03% Q2 2026 Aug 12, 2026
Boston Partners History Added to 3,844,844 164,041 0.15% 0.18% 11 +245,560 6.82% Q2 2026 Aug 04, 2026
FMR LLC History Reduced 3,678,422 156,921 0.01% 0.01% 12 -331,739 -8.27% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 3,402,765 145,160 0.03% 0.05% 13 -459,129 -11.89% Q2 2026 Sep 23, 2026
WELLS FARGO & COMPANY/MN History Reduced 3,273,820 139,661 0.02% 0.03% 14 -141,295 -4.14% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 3,212,810 137,058 0.04% 0.06% 15 -599,935 -15.73% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History Added to 3,170,755 135,265 0.02% 0.03% 16 +15,675 0.5% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 3,014,903 128,615 0.01% 0.01% 17 +682,934 29.29% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History Added to 2,994,745 127,755 0.01% 0.01% 18 +412,289 15.96% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Added to 2,683,902 114,495 0.02% 0.03% 19 +327,343 13.89% Q2 2026 Aug 14, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC History Reduced 2,680,973 114,370 0.35% 0.93% 20 -3,206,493 -54.46% Q2 2026 Aug 12, 2026
Regal Partners Ltd History Added to 2,653,974 113,218 6.25% 6.67% 21 +108,542 4.26% Q2 2026 Aug 13, 2026
EQUITY INVESTMENT CORP History Reduced 2,601,971 111,000 2.12% 2.51% 22 -61,083 -2.29% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History Added to 2,596,507 110,766 0.01% 0.01% 23 +711,737 37.76% Q2 2026 Sep 02, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 2,405,640 102,624 0.13% 0.05% 24 +1,571,860 188.52% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,205,301 94,078 0.04% 0.05% 25 +57,287 2.67% Q2 2026 Aug 12, 2026
LPL Financial LLC History Reduced 2,128,391 90,797 0.02% 0.03% 26 -77,846 -3.53% Q2 2026 Aug 07, 2026
Alyeska Investment Group, L.P. History Reduced 2,112,012 90,098 0.23% 0.31% 27 -194,217 -8.42% Q2 2026 Aug 14, 2026
DAVENPORT & Co LLC History Reduced 2,001,451 85,787 0.42% 0.54% 28 -93,511 -4.46% Q2 2026 Jul 13, 2026
Vestal Point Capital, LP History Added to 2,000,000 85,320 1.99% 1.89% 29 +600,000 42.86% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Reduced 1,936,502 82,611 0.0% 0.0% 30 -1,247,098 -39.17% Q2 2026 Aug 07, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,835,859 78,317 0.15% 0.25% 31 -387,442 -17.43% Q2 2026 Aug 12, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 1,824,428 77,830 0.04% 0.06% 32 -5,687 -0.31% Q2 2026 Aug 07, 2026
UBS Group AG History Added to 1,693,442 72,242 0.01% 0.01% 33 +709,596 72.12% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History Reduced 1,690,344 72,110 0.01% 0.01% 34 -587,595 -25.8% Q2 2026 Aug 13, 2026
Capital Research Global Investors History Added to 1,677,399 71,557 0.01% 0.01% 35 +15,562 0.94% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History Added to 1,430,661 61,031 0.02% 0.02% 36 +217,632 17.94% Q2 2026 Aug 12, 2026
MANNING & NAPIER ADVISORS LLC History Added to 1,222,650 53,099 0.68% 0.81% 37 +28,345 2.37% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Added to 1,095,251 46,693 0.01% 0.01% 38 +66,612 6.48% Q2 2026 Aug 14, 2026
ARMISTICE CAPITAL, LLC History Added to 1,064,000 45,390 0.56% 0.26% 39 +764,000 254.67% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History Reduced 877,020 37,413 0.02% 0.05% 40 -420,694 -32.42% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History Added to 873,273 37,253 0.11% 0.07% 41 +469,499 116.28% Q2 2026 Aug 13, 2026
Point72 Asset Management, L.P. History New 820,078 34,984 0.04% — 42 +820,078 New Q2 2026 Aug 14, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC History Reduced 804,056 34,301 0.37% 0.63% 43 -260,460 -24.47% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History Reduced 771,821 32,925 0.03% 0.03% 44 -11,527 -1.47% Q2 2026 Aug 12, 2026
FIRST TRUST ADVISORS LP History Reduced 763,654 32,577 0.02% 0.03% 45 -4,181 -0.54% Q2 2026 Aug 11, 2026
JANUS HENDERSON GROUP PLC History No change 642,277 30,940 0.01% 0.01% 46 0 0.0% Q1 2026 May 18, 2026
Newport Trust Company, LLC History Reduced 696,331 29,705 0.07% 0.09% 47 -41,647 -5.64% Q2 2026 Aug 13, 2026
NATIXIS ADVISORS, LLC History Reduced 684,619 29,205 0.03% 0.06% 48 -182,154 -21.02% Q2 2026 Aug 14, 2026
TODD ASSET MANAGEMENT LLC History Reduced 674,143 28,759 0.51% 0.64% 49 -9,339 -1.37% Q2 2026 Aug 04, 2026
Qube Research & Technologies Ltd History New 634,794 27,080 0.03% — 50 +634,794 New Q2 2026 Aug 14, 2026
Cullen Capital Management, LLC History Added to 615,593 26,261 0.26% 0.29% 51 +22,292 3.76% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 608,746 26,145 0.01% 0.02% 52 -204,224 -25.12% Q2 2026 Aug 14, 2026
Willis Investment Counsel History Reduced 602,300 25,694 1.22% 1.59% 53 -1,700 -0.28% Q2 2026 Aug 03, 2026
TRUIST FINANCIAL CORP History Reduced 580,182 24,750 0.03% 0.04% 54 -49,002 -7.79% Q2 2026 Jul 28, 2026
Pictet Asset Management Holding SA History Reduced 511,736 22,224 0.02% 0.03% 55 -166,356 -24.53% Q2 2026 Jul 30, 2026
MANAGED ASSET PORTFOLIOS, LLC History Reduced 504,024 21,501 2.46% 3.92% 56 -174,352 -25.7% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History Added to 479,078 20,437 0.03% 0.03% 57 +82,369 20.76% Q2 2026 Aug 13, 2026
Aberdeen Group plc History Added to 471,254 20,103 0.03% 0.04% 58 +13,333 2.91% Q2 2026 Jul 31, 2026
BROWN ADVISORY INC History Reduced 469,285 20,019 0.03% 0.05% 59 -153,328 -24.63% Q2 2026 Aug 14, 2026
M&T BANK CORP History Reduced 455,290 19,423 0.06% 0.07% 60 -3,828 -0.83% Q2 2026 Aug 04, 2026
Creative Planning History Added to 450,438 19,215 0.01% 0.01% 61 +16,334 3.76% Q2 2026 Aug 13, 2026
Jupiter Topco LLC History New 445,400 19,000 0.01% — 62 +445,400 New Q2 2026 Aug 14, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 443,390 18,915 0.13% 0.17% 63 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History Added to 438,812 18,719 0.01% 0.01% 64 +180,215 69.69% Q2 2026 Aug 03, 2026
Nuveen, LLC History Reduced 416,308 17,759 0.0% 0.02% 65 -1,494,918 -78.22% Q2 2026 Aug 11, 2026
GRANDFIELD & DODD, LLC History Reduced 384,643 16,408 0.86% 1.05% 66 -2,587 -0.67% Q2 2026 Aug 07, 2026
Sio Capital Management, LLC History Added to 364,200 15,536 2.57% 1.66% 67 +124,529 51.96% Q2 2026 Aug 14, 2026
CSM Advisors, LLC History Reduced 360,443 15,374 0.33% 0.43% 68 -2,982 -0.82% Q2 2026 Aug 14, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 346,469 14,780 0.4% 0.7% 69 -149,925 -30.2% Q2 2026 Jul 31, 2026
BANK OF MONTREAL /CAN/ History Added to 339,551 14,485 0.0% 0.01% 70 +13,793 4.23% Q2 2026 Aug 12, 2026
SEI INVESTMENTS CO History Reduced 338,674 14,448 0.01% 0.03% 71 -250,055 -42.47% Q2 2026 Aug 14, 2026
Bank of New York Mellon Corp History Reduced 336,168 14,340 0.0% 0.0% 72 -131,591 -28.13% Q2 2026 Aug 06, 2026
MOORE CAPITAL MANAGEMENT, LP History Added to 329,779 14,068 0.21% 0.26% 73 +64,723 24.42% Q2 2026 Aug 14, 2026
Krensavage Asset Management, LLC History No change 323,946 13,820 5.25% 6.1% 74 0 0.0% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 307,977 13,138 0.0% 0.0% 75 +34,631 12.67% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History Reduced 302,497 12,904 0.01% 0.03% 76 -224,688 -42.62% Q2 2026 Aug 06, 2026
Vident Advisory, LLC History Reduced 302,447 12,902 0.09% 0.14% 77 -49,505 -14.07% Q2 2026 Aug 12, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 291,601 12,434 0.01% 0.01% 78 -13,159 -4.32% Q2 2026 Aug 10, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 285,165 12,165 0.03% 0.02% 79 +96,094 50.82% Q2 2026 Aug 13, 2026
Janney Montgomery Scott LLC History Reduced 280,472 11,965 0.02% 0.03% 80 -3,446 -1.21% Q2 2026 Aug 05, 2026
FOUNDATION RESOURCE MANAGEMENT INC History Added to 274,452 11,708 1.36% 1.48% 81 +1,315 0.48% Q2 2026 Jul 21, 2026
SPHERA FUNDS MANAGEMENT LTD. History No change 269,515 11,497 1.5% 2.06% 82 0 0.0% Q2 2026 Aug 14, 2026
Cetera Investment Advisers History Reduced 266,372 11,363 0.01% 0.02% 83 -95,189 -26.33% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History Added to 265,270 11,315 0.02% 0.03% 84 +30,665 13.07% Q2 2026 Aug 14, 2026
LOGAN CAPITAL MANAGEMENT INC History Added to 258,642 11,033 0.41% 0.34% 85 +95,022 58.07% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Reduced 258,125 11,011 0.01% 0.02% 86 -12,964 -4.78% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History Added to 254,648 10,863 0.0% 0.0% 87 +202,648 389.71% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 246,181 10,502 0.0% 0.0% 88 +167,252 211.9% Q2 2026 Aug 14, 2026
Altrius Capital Management Inc History Added to 238,747 10,184 1.93% 2.12% 89 +17,235 7.78% Q2 2026 Aug 13, 2026
Walleye Capital LLC History Added to 236,351 10,082 0.04% 0.01% 90 +184,533 356.12% Q2 2026 Aug 03, 2026
EASTERLY INVESTMENT PARTNERS LLC History Added to 235,126 10,030 0.51% 0.7% 91 +43,906 22.96% Q2 2026 Jul 23, 2026
MML INVESTORS SERVICES, LLC History Reduced 223,048 9,515 0.02% 0.04% 92 -48,453 -17.85% Q2 2026 Aug 07, 2026
Beacon Pointe Advisors, LLC History Added to 218,432 9,318 0.04% 0.05% 93 +23,491 12.05% Q2 2026 Aug 18, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 217,874 9,294 0.1% 0.13% 94 -18,634 -7.88% Q2 2026 Aug 03, 2026
TD Waterhouse Canada Inc. History Reduced 219,429 9,139 0.02% 0.03% 95 -21,342 -8.86% Q2 2026 Jul 27, 2026
GEODE CAPITAL MANAGEMENT, LLC History Added to 214,142 9,135 0.0% 0.0% 96 +1,488 0.7% Q2 2026 Aug 12, 2026
ASSETMARK, INC History Reduced 211,011 9,001 0.02% 0.05% 97 -298,453 -58.58% Q2 2026 Jul 30, 2026
Goodman Financial Corp History Added to 208,841 8,909 1.38% 1.69% 98 +4,753 2.33% Q2 2026 Jul 29, 2026
Rockefeller Capital Management L.P. History Reduced 208,009 8,873 0.01% 0.05% 99 -354,912 -63.05% Q2 2026 Aug 13, 2026
Bridgewater Associates, LP History New 206,873 8,825 0.04% — 100 +206,873 New Q2 2026 Aug 14, 2026
IMC-Chicago, LLC History Added to 206,774 8,820 0.0% 0.0% 101 +80,074 63.2% Q2 2026 Aug 06, 2026
Walleye Trading LLC History Reduced 198,300 8,459 0.01% 0.02% 102 -10,900 -5.21% Q2 2026 Aug 03, 2026
OLD MISSION CAPITAL LLC History Reduced 198,209 8,455 0.13% 0.41% 103 -336,283 -62.92% Q2 2026 Aug 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Added to 195,567 8,342 0.11% 0.14% 104 +5,069 2.66% Q2 2026 Aug 10, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ History Added to 193,917 8,272 0.5% 0.57% 105 +11,854 6.51% Q2 2026 Jul 31, 2026
Guardian Partners Inc. History Reduced 181,975 7,763 0.7% 0.82% 106 -22,111 -10.83% Q2 2026 Jul 29, 2026
FRANKLIN RESOURCES INC History Reduced 176,479 7,528 0.0% 0.08% 107 -6,988,714 -97.54% Q2 2026 Aug 13, 2026
Tidal Investments LLC History Added to 165,289 7,051 0.01% 0.01% 108 +29,283 21.53% Q2 2026 Aug 13, 2026
Pathstone Holdings, LLC History Reduced 159,684 6,812 0.02% 0.04% 109 -64,395 -28.74% Q2 2026 Aug 13, 2026
Bleakley Financial Group, LLC History Added to 159,361 6,798 0.09% 0.12% 110 +2,097 1.33% Q2 2026 Aug 05, 2026
&PARTNERS History Reduced 149,234 6,359 0.03% 0.04% 111 -2,641 -1.74% Q2 2026 Aug 14, 2026
NICHOLAS COMPANY, INC. History Reduced 146,520 6,250 0.11% 1.42% 112 -1,352,470 -90.23% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History Added to 143,292 6,112 0.01% 0.01% 113 +2,182 1.55% Q2 2026 Aug 12, 2026
Kestra Advisory Services, LLC History Added to 138,739 5,918 0.02% 0.0% 114 +120,007 640.65% Q2 2026 Jul 28, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 138,522 5,909 0.05% 0.06% 115 +15,800 12.87% Q2 2026 Sep 23, 2026
GUARDIAN CAPITAL LP History Added to 132,378 5,647 0.14% 0.16% 116 +7,101 5.67% Q2 2026 Aug 14, 2026
Callan Family Office, LLC History Reduced 130,339 5,560 0.11% 0.27% 117 -113,203 -46.48% Q2 2026 Aug 11, 2026
TD PRIVATE CLIENT WEALTH LLC History Reduced 130,032 5,547 0.1% 0.13% 118 -217 -0.17% Q2 2026 Aug 04, 2026
CWM, LLC History No change 114,116 5,498 0.01% 0.01% 119 0 0.0% Q1 2026 May 14, 2026
Ethic Inc. History Added to 128,789 5,494 0.07% 0.07% 120 +34,922 37.2% Q2 2026 Jul 29, 2026
TrueMark Investments, LLC History New 125,869 5,369 0.67% — 121 +125,869 New Q2 2026 Jul 22, 2026
OPAL CAPITAL LLC History New 125,869 5,369 0.96% — 122 +125,869 New Q2 2026 Aug 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 125,461 5,352 0.01% 0.01% 123 -6,193 -4.7% Q2 2026 Jul 29, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 124,599 5,315 0.0% 0.0% 124 +2,809 2.31% Q2 2026 Aug 11, 2026
Cerity Partners LLC History Reduced 122,510 5,226 0.01% 0.01% 125 -11,043 -8.27% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History Reduced 120,829 5,154 0.35% 0.81% 126 -112,748 -48.27% Q2 2026 Aug 03, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 114,922 4,902 0.0% 0.0% 127 -8,025 -6.53% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 112,308 4,791 0.06% 0.08% 128 +3,059 2.8% Q2 2026 Aug 13, 2026
Merit Financial Group, LLC History Reduced 110,651 4,720 0.03% 0.04% 129 -4,690 -4.07% Q2 2026 Jul 20, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History No change 110,062 4,695 0.1% 0.11% 130 0 0.0% Q2 2026 Jul 31, 2026
Atria Investments, Inc History Reduced 105,655 4,507 0.05% 0.08% 131 -40,415 -27.67% Q2 2026 Jul 28, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 102,210 4,446 0.01% 0.01% 132 -4,678 -4.38% Q2 2026 Jul 15, 2026
Sanctuary Advisors, LLC History Reduced 99,844 4,259 0.02% 0.03% 133 -23,216 -18.87% Q2 2026 Aug 13, 2026
Thomasville National Bank History New 99,727 4,254 0.23% — 134 +99,727 New Q2 2026 Jul 20, 2026
GQG Partners LLC History Reduced 97,640 4,165 0.01% 0.01% 135 -67,065 -40.72% Q2 2026 Aug 12, 2026
PRIMECAP MANAGEMENT CO/CA/ History No change 97,168 4,145 0.0% 0.0% 136 0 0.0% Q2 2026 Aug 14, 2026
Mariner, LLC History Reduced 94,951 4,051 0.0% 0.01% 137 -3,804 -3.85% Q2 2026 Aug 13, 2026
CIBC Asset Management Inc History Added to 94,605 4,035 0.01% 0.01% 138 +4,294 4.75% Q2 2026 Aug 03, 2026
Northwest Bancshares, Inc. History Added to 94,207 4,018 0.72% 0.78% 139 +12,945 15.93% Q2 2026 Aug 14, 2026
EXENCIAL WEALTH ADVISORS, LLC History No change 81,382 3,920 0.12% 0.12% 140 0 0.0% Q1 2026 Apr 27, 2026
Sound Income Strategies, LLC History Added to 90,957 3,880 0.17% 0.21% 141 +1,314 1.47% Q2 2026 Jul 20, 2026
Synergy Asset Management, LLC History Reduced 90,688 3,868 0.36% 0.55% 142 -16,658 -15.52% Q2 2026 Jul 22, 2026
Voleon Capital Management LP History Reduced 89,489 3,817 0.07% 0.1% 143 -4,188 -4.47% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 89,202 3,805 0.02% 0.02% 144 +3,194 3.71% Q2 2026 Aug 13, 2026
Squarepoint Ops LLC History Added to 121,857 3,766 0.0% 0.0% 145 +8,000 7.03% Q2 2026 Aug 14, 2026
Savant Capital, LLC History Added to 87,157 3,752 0.01% 0.0% 146 +80,526 1214.39% Q2 2026 Aug 10, 2026
World Investment Advisors History Reduced 77,119 3,709 0.06% 0.06% 147 -1,303 -1.66% Q2 2026 Aug 13, 2026
Vestmark Advisory Solutions, Inc. History Reduced 86,842 3,704 0.03% 0.06% 148 -28,824 -24.92% Q2 2026 Aug 14, 2026
Providence Capital Advisors, LLC History Added to 85,773 3,659 0.55% 0.49% 149 +23,153 36.97% Q2 2026 Aug 11, 2026
RENAISSANCE GROUP LLC History Reduced 85,413 3,643 0.15% 0.19% 150 -7,043 -7.62% Q2 2026 Aug 13, 2026
NewSquare Capital LLC History Added to 84,503 3,604 0.27% 0.34% 151 +3,794 4.7% Q2 2026 Jul 28, 2026
First Bank & Trust History Added to 83,933 3,580 0.53% 0.53% 152 +15,937 23.44% Q2 2026 Jul 09, 2026
NewEdge Wealth, LLC History Reduced 81,708 3,485 0.03% 0.05% 153 -6,146 -7.0% Q2 2026 Aug 10, 2026
Strategic Planning, Inc. History No change 72,259 3,481 1.75% 1.75% 154 0 0.0% Q1 2026 May 18, 2026
Baker Ellis Asset Management LLC History Reduced 81,342 3,470 0.36% 0.48% 155 -1,725 -2.08% Q2 2026 Jul 23, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Reduced 79,091 3,434 0.0% 0.0% 156 -25,098 -24.09% Q2 2026 Aug 13, 2026
Cardinal Capital Management History Added to 80,450 3,431 0.42% 0.47% 157 +5,423 7.23% Q2 2026 Jul 21, 2026
US BANCORP \DE\ History Reduced 80,201 3,421 0.0% 0.01% 158 -6,954 -7.98% Q2 2026 Aug 12, 2026
American Assets Investment Management, LLC History No change 80,000 3,412 0.21% 0.26% 159 0 0.0% Q2 2026 Aug 05, 2026
Catalyst Capital Advisors LLC History No change 79,028 3,371 0.06% 0.07% 160 0 0.0% Q2 2026 Jul 24, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 78,997 3,370 0.01% 0.01% 161 -27,388 -25.74% Q2 2026 Aug 13, 2026
BLAIR WILLIAM & CO/IL History Added to 78,850 3,363 0.01% 0.01% 162 +35,257 80.88% Q2 2026 Aug 11, 2026
Brooklyn Investment Group History No change 68,560 3,303 0.1% 0.1% 163 0 0.0% Q1 2026 Apr 29, 2026
OSAIC HOLDINGS, INC. History Reduced 75,597 3,225 0.0% 0.01% 164 -106,339 -58.45% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History No change 75,000 3,199 0.08% 0.1% 165 0 0.0% Q2 2026 Aug 14, 2026
Manhattan West Asset Management, LLC History Reduced 73,420 3,132 0.52% 0.75% 166 -5,829 -7.36% Q2 2026 Aug 11, 2026
FULTON BANK, N.A. History Added to 68,196 2,909 0.09% 0.11% 167 +3,623 5.61% Q2 2026 Jul 09, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 67,824 2,893 0.0% 0.01% 168 -18,193 -21.15% Q2 2026 Aug 19, 2026
Verition Fund Management LLC History New 65,000 2,772 0.01% — 169 +65,000 New Q2 2026 Aug 14, 2026
MOTCO History Reduced 64,547 2,753 0.24% 0.31% 170 -4,888 -7.04% Q2 2026 Jul 31, 2026
Raleigh Capital Management Inc. History Added to 63,394 2,704 0.86% 0.94% 171 +6,624 11.67% Q2 2026 Jul 21, 2026
Waterfront Wealth Inc. History Added to 60,460 2,629 0.41% 0.53% 172 +418 0.7% Q2 2026 Jul 30, 2026
BENJAMIN EDWARDS INC History Added to 61,602 2,627 0.02% 0.03% 173 +3,493 6.01% Q2 2026 Jul 24, 2026
Quadrature Capital Ltd History No change 60,025 2,560 0.02% 0.03% 174 0 0.0% Q2 2026 Aug 06, 2026
Generali Investments CEE, investicni spolecnost, a.s. History Added to 29,339 2,516 0.12% 0.14% 175 +564 1.96% Q2 2026 Jul 13, 2026
HighTower Advisors, LLC History Reduced 58,761 2,506 0.0% 0.0% 176 -5,335 -8.32% Q2 2026 Aug 05, 2026
CWA Asset Management Group, LLC History New 58,475 2,494 0.08% — 177 +58,475 New Q2 2026 Jul 14, 2026
ADAR1 Capital Management, LLC History Reduced 57,100 2,435 0.11% 0.9% 178 -259,839 -81.98% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History Reduced 56,982 2,430 0.0% 0.0% 179 -11,349 -16.61% Q2 2026 Aug 27, 2026
SSA SWISS ADVISORS AG History No change 56,555 2,418 0.91% 1.24% 180 0 0.0% Q2 2026 Aug 05, 2026
Stelac Advisory Services LLC History No change 56,555 2,417 0.45% 0.54% 181 0 0.0% Q2 2026 Aug 10, 2026
GROUP ONE TRADING LLC History Reduced 55,127 2,351 0.0% 0.01% 182 -95,573 -63.42% Q2 2026 Aug 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Reduced 54,377 2,320 0.0% 0.01% 183 -1,558,998 -96.63% Q2 2026 Aug 14, 2026
Envestnet Portfolio Solutions, Inc. History Added to 53,426 2,279 0.01% 0.01% 184 +351 0.66% Q2 2026 Sep 23, 2026
Campbell & CO Investment Adviser LLC History New 52,949 2,258 0.12% — 185 +52,949 New Q2 2026 Aug 03, 2026
Palouse Capital Management, Inc. History Reduced 52,316 2,231 1.39% 1.73% 186 -2,058 -3.78% Q2 2026 Jul 08, 2026
MAVERICK CAPITAL LTD History Added to 51,572 2,200 0.02% 0.01% 187 +26,991 109.8% Q2 2026 Aug 14, 2026
Orion Porfolio Solutions, LLC History Reduced 50,917 2,172 0.02% 0.03% 188 -10,998 -17.76% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 49,939 2,130 0.0% 0.0% 189 +4,516 9.94% Q2 2026 Aug 12, 2026
Strategic Global Advisors, LLC History Added to 47,034 2,059 0.29% 0.14% 190 +29,166 163.23% Q2 2026 Aug 14, 2026
Old Port Advisors History Added to 48,080 2,051 0.4% 0.52% 191 +1,491 3.2% Q2 2026 Jul 21, 2026
Blume Capital Management, Inc. History Reduced 47,681 2,034 0.3% 0.4% 192 -850 -1.75% Q2 2026 Jul 27, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 47,564 2,029 0.02% 0.03% 193 -10,207 -17.67% Q2 2026 Aug 11, 2026
Vise Technologies, Inc. History Reduced 47,584 2,029 0.02% 0.05% 194 -5,729 -10.75% Q2 2026 Aug 10, 2026
BOOTHBAY FUND MANAGEMENT, LLC History Added to 46,970 2,003 0.03% 0.02% 195 +19,838 73.12% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History Reduced 46,489 1,983 0.01% 0.01% 196 -31,012 -40.01% Q2 2026 Aug 12, 2026
Neuberger Berman Group LLC History Reduced 46,424 1,980 0.0% 0.0% 197 -3,875 -7.7% Q2 2026 Aug 13, 2026
Verdence Capital Advisors LLC History Added to 46,110 1,967 0.1% 0.13% 198 +351 0.77% Q2 2026 Jul 29, 2026
PARK AVENUE SECURITIES LLC History Reduced 45,600 1,945 0.01% 0.02% 199 -4,765 -9.46% Q2 2026 Jul 20, 2026
EagleClaw Capital Managment, LLC History Reduced 45,410 1,937 0.26% 0.34% 200 -5,425 -10.67% Q2 2026 Aug 10, 2026
MidFirst Bank History Added to 45,215 1,928 0.14% 0.0% 201 +45,176 115835.9% Q2 2026 Aug 07, 2026
Focus Partners Wealth History Reduced 44,866 1,913 0.0% 0.0% 202 -7,239 -13.89% Q2 2026 Aug 12, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 44,598 1,903 0.0% 0.01% 203 -3,223 -6.74% Q2 2026 Jul 27, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History Reduced 44,233 1,886 0.01% 0.01% 204 -5,442 -10.96% Q2 2026 Aug 14, 2026
AUGUSTINE ASSET MANAGEMENT INC History Reduced 44,133 1,882 0.38% 0.49% 205 -842 -1.87% Q2 2026 Jul 13, 2026
RHUMBLINE ADVISERS History Reduced 43,933 1,874 0.0% 0.0% 206 -452 -1.02% Q2 2026 Aug 11, 2026
Glass Wealth Management Co LLC History Added to 43,650 1,862 0.62% 0.73% 207 +4,775 12.28% Q2 2026 Jul 30, 2026
44 WEALTH MANAGEMENT LLC History Reduced 43,343 1,849 0.61% 0.93% 208 -12,126 -21.86% Q2 2026 Aug 14, 2026
Harvest Portfolios Group Inc. History Reduced 43,300 1,847 0.03% 0.04% 209 -7,600 -14.93% Q2 2026 Aug 13, 2026
CenterStar Asset Management, LLC History Added to 43,262 1,845 0.31% 0.04% 210 +36,262 518.03% Q2 2026 Aug 05, 2026
BTC Capital Management, Inc. History Added to 43,138 1,840 0.11% 0.14% 211 +747 1.76% Q2 2026 Jul 16, 2026
Leo Wealth, LLC History No change 38,079 1,834 0.13% 0.13% 212 0 0.0% Q1 2026 May 05, 2026
Great Lakes Retirement, Inc. History Added to 42,289 1,804 0.16% 0.19% 213 +4,661 12.39% Q2 2026 Jul 30, 2026
QUADRANT CAPITAL GROUP LLC History Added to 40,983 1,748 0.05% 0.04% 214 +10,470 34.31% Q2 2026 Aug 14, 2026
Crossmark Global Holdings, Inc. History Reduced 40,788 1,740 0.02% 0.03% 215 -3,461 -7.82% Q2 2026 Jul 16, 2026
DEUTSCHE BANK AG\ History Added to 40,738 1,737 0.0% 0.0% 216 +469 1.16% Q2 2026 Aug 07, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 39,831 1,699 0.0% 0.0% 217 -6,789 -14.56% Q2 2026 Aug 14, 2026
Graham Capital Management, L.P. History New 39,723 1,694 0.03% — 218 +39,723 New Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History Reduced 39,668 1,692 0.03% 0.04% 219 -1,879 -4.52% Q2 2026 Jul 31, 2026
Advisory Services Network, LLC History Added to 38,375 1,637 0.02% 0.02% 220 +4,185 12.24% Q2 2026 Aug 12, 2026
Cascade Investment Advisors, Inc. History Added to 38,343 1,635 0.89% 1.08% 221 +570 1.51% Q2 2026 Jul 15, 2026
KENNEDY CAPITAL MANAGEMENT LLC History Added to 38,067 1,623 0.03% 0.04% 222 +1,085 2.93% Q2 2026 Aug 14, 2026
Financial Solutions Advisory Group, Inc. History New 36,624 1,607 0.2% — 223 +36,624 New Q2 2026 Jul 13, 2026
HF Advisory Group, LLC History Reduced 37,289 1,590 0.49% 0.66% 224 -2,842 -7.08% Q2 2026 Jul 08, 2026
China Universal Asset Management Co., Ltd. History Reduced 37,031 1,579 0.09% 0.16% 225 -6,402 -14.74% Q2 2026 Jul 24, 2026
Jain Global LLC History New 36,546 1,559 0.01% — 226 +36,546 New Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History Reduced 36,313 1,550 0.01% 0.03% 227 -20,587 -36.18% Q2 2026 Jul 17, 2026
Advisors Asset Management, Inc. History Added to 35,515 1,515 0.02% 0.03% 228 +2,907 8.91% Q2 2026 Aug 13, 2026
Sequoia Financial Advisors, LLC History Reduced 34,965 1,491 0.01% 0.01% 229 -1,747 -4.76% Q2 2026 Jul 17, 2026
denkapparat Operations GmbH History No change 34,572 1,474 0.48% 0.69% 230 0 0.0% Q2 2026 Aug 06, 2026
AE Wealth Management LLC History Added to 34,504 1,471 0.01% 0.01% 231 +3,966 12.99% Q2 2026 Aug 03, 2026
Stablepoint Partners, LLC History Added to 33,442 1,426 0.2% 0.24% 232 +30 0.09% Q2 2026 Jul 09, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. History New 33,400 1,424 0.06% — 233 +33,400 New Q2 2026 Jul 23, 2026
Arjuna Capital History Reduced 33,241 1,418 0.32% 0.7% 234 -23,787 -41.71% Q2 2026 Aug 14, 2026
Archford Capital Strategies, LLC History New 33,227 1,417 0.14% — 235 +33,227 New Q2 2026 Jul 17, 2026
Storgate, LLC History Added to 33,157 1,414 0.29% 0.55% 237 +18,669 128.86% Q2 2026 Aug 12, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Reduced 33,155 1,414 0.03% 0.04% 236 -2,524 -7.07% Q2 2026 Aug 12, 2026
CSS LLC/IL History New 32,970 1,406 0.05% — 238 +32,970 New Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History Added to 32,723 1,395 0.09% 0.11% 239 +1,141 3.61% Q2 2026 Jul 21, 2026
Steward Partners Investment Advisory, LLC History Reduced 32,471 1,385 0.01% 0.02% 240 -50,565 -60.9% Q2 2026 Aug 13, 2026
Banco Santander, S.A. History Reduced 31,551 1,345 0.01% 0.01% 241 -328 -1.03% Q2 2026 Jul 29, 2026
FOURPATH CAPITAL MANAGEMENT, LLC History Added to 31,493 1,343 0.18% 0.18% 242 +5,531 21.3% Q2 2026 Jul 22, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 31,247 1,332 0.0% 0.0% 243 +3,438 12.36% Q2 2026 Jul 28, 2026
CHOREO, LLC History Reduced 31,223 1,331 0.01% 0.02% 244 -1,173 -3.62% Q2 2026 Aug 04, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History New 30,929 1,319 0.0% — 245 +30,929 New Q2 2026 Aug 03, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 30,805 1,314 0.02% 0.02% 246 +4,545 17.31% Q2 2026 Aug 11, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 30,508 1,301 0.0% 0.0% 247 0 0.0% Q2 2026 Aug 13, 2026
Aaron Wealth Advisors LLC History Reduced 29,120 1,242 0.06% 0.09% 248 -3,371 -10.38% Q2 2026 Jul 16, 2026
SIGNATUREFD, LLC History Added to 28,737 1,225 0.02% 0.02% 249 +2,933 11.37% Q2 2026 Jul 23, 2026
FSB PREMIER WEALTH MANAGEMENT, INC. History Reduced 28,290 1,206 0.34% 0.44% 250 -541 -1.88% Q2 2026 Aug 12, 2026
Clearstead Advisors, LLC History Added to 27,838 1,187 0.01% 0.01% 251 +13,783 98.06% Q2 2026 Aug 06, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 27,342 1,166 0.02% 0.03% 252 -5,961 -17.9% Q2 2026 Aug 14, 2026
Caprock Group, LLC History Added to 27,159 1,158 0.02% 0.02% 253 +8,297 43.99% Q2 2026 Jul 27, 2026
STEPHENS INC /AR/ History Reduced 26,630 1,136 0.01% 0.02% 254 -1,699 -6.0% Q2 2026 Jul 29, 2026
BAILARD, INC. History Reduced 26,496 1,130 0.02% 0.03% 255 -2,295 -7.97% Q2 2026 Jul 30, 2026
EVOLVE PRIVATE WEALTH, LLC History Reduced 26,351 1,124 0.07% 0.07% 256 -582 -2.16% Q2 2026 Aug 12, 2026
Strategic Investment Advisors / MI History Reduced 25,867 1,103 0.07% 0.1% 257 -3,141 -10.83% Q2 2026 Aug 14, 2026
Arax Advisory Partners History Added to 25,469 1,086 0.01% 0.01% 258 +15,210 148.26% Q2 2026 Aug 10, 2026
PZENA INVESTMENT MANAGEMENT LLC History Added to 25,302 1,079 0.0% 0.0% 259 +6,214 32.55% Q2 2026 Aug 07, 2026
STATE STREET CORP History No change 24,276 1,038 0.0% 0.0% 260 0 0.0% Q2 2026 Sep 22, 2026
Y-Intercept (Hong Kong) Ltd History Added to 24,073 1,026 0.02% 0.01% 261 +17,581 270.81% Q2 2026 Jul 13, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC. History Reduced 24,003 1,023 0.1% 0.15% 262 -1,577 -6.16% Q2 2026 Jul 16, 2026
Richard C. Young & CO., LTD. History Reduced 23,848 1,017 0.07% 0.11% 263 -3,557 -12.98% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History Added to 23,781 1,014 0.01% 0.01% 264 +1,471 6.59% Q2 2026 Jul 27, 2026
Allspring Global Investments Holdings, LLC History Reduced 23,555 1,012 0.0% 0.01% 265 -89,728 -79.21% Q2 2026 Aug 13, 2026
Nicholas Hoffman & Company, LLC. History Reduced 23,535 1,004 0.02% 0.03% 266 -253 -1.06% Q2 2026 Aug 04, 2026
INTRUST BANK NA History Reduced 23,309 994 0.07% 0.11% 267 -4,311 -15.61% Q2 2026 Aug 05, 2026
Ballentine Partners, LLC History Added to 23,224 990 0.01% 0.01% 268 +10,715 85.66% Q2 2026 Jul 17, 2026
Probity Advisors, Inc. History Reduced 22,198 946 0.14% 0.18% 269 -1,481 -6.25% Q2 2026 Jul 31, 2026
Virtu Financial LLC History New 22,088 942 0.03% — 270 +22,088 New Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History Reduced 22,071 941 0.01% 0.03% 271 -14,075 -38.94% Q2 2026 Aug 10, 2026
Keystone Financial Planning, Inc. History Reduced 21,872 933 0.24% 0.28% 272 -144 -0.65% Q2 2026 Jul 15, 2026
Global Retirement Partners, LLC History New 21,491 916 0.01% — 273 +21,491 New Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History Reduced 21,461 915 0.0% 0.0% 274 -1,455 -6.35% Q2 2026 Aug 05, 2026
M Holdings Securities, Inc. History New 20,863 906 0.12% — 275 +20,863 New Q2 2026 Aug 11, 2026
ClearAlpha Technologies LP History New 21,105 900 1.54% — 276 +21,105 New Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History Reduced 21,094 899 0.02% 0.03% 277 -3,066 -12.69% Q2 2026 Aug 13, 2026
Smartleaf Asset Management LLC History No change 20,715 899 0.03% 0.03% 278 0 0.0% Q2 2026 Aug 12, 2026
Banco de Sabadell, S.A History Reduced 20,466 875 0.51% 0.64% 279 -89 -0.43% Q2 2026 Aug 04, 2026
Pavaki Capital Management LLC History No change 20,000 853 0.3% 0.41% 280 0 0.0% Q2 2026 Aug 07, 2026
Aviso Financial Inc. History Reduced 19,416 828 0.03% 0.09% 281 -35,278 -64.5% Q2 2026 Aug 13, 2026
REGATTA CAPITAL GROUP, LLC History Reduced 18,955 808 0.11% 0.15% 282 -1,561 -7.61% Q2 2026 Aug 12, 2026
Tower Research Capital LLC (TRC) History Added to 18,564 791 0.02% 0.0% 283 +18,538 71300.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History Added to 18,428 786 0.0% 0.0% 284 +14,752 401.31% Q2 2026 Jul 22, 2026
Gibbs Wealth Management History No change 16,217 781 0.1% 0.1% 285 0 0.0% Q1 2026 May 13, 2026
GTS SECURITIES LLC History New 18,059 770 0.02% — 286 +18,059 New Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History Reduced 18,034 769 0.01% 0.03% 287 -21,118 -53.94% Q2 2026 Aug 04, 2026
VIKING FUND MANAGEMENT LLC History Added to 18,000 767 0.07% 0.06% 288 +6,000 50.0% Q2 2026 Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 17,899 766 0.0% 0.0% 289 -1,030 -5.44% Q2 2026 Aug 14, 2026
Abel Hall, LLC History Added to 17,821 760 0.13% 0.15% 290 +3,456 24.06% Q2 2026 Jul 24, 2026
GC Wealth Management RIA, LLC History Reduced 17,743 756 0.04% 0.04% 291 -4,401 -19.87% Q2 2026 Jul 16, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Reduced 17,713 755 0.0% 0.0% 292 -66,722 -79.02% Q2 2026 Aug 13, 2026
Qtron Investments LLC History Added to 17,658 753 0.1% 0.06% 293 +7,716 77.61% Q2 2026 Aug 13, 2026
GeoWealth Management, LLC History Reduced 17,564 749 0.02% 0.06% 294 -19,425 -52.52% Q2 2026 Jul 30, 2026
WEALTH ALLIANCE, LLC History Reduced 17,541 748 0.06% 0.2% 295 -24,491 -58.27% Q2 2026 Aug 11, 2026
R Squared Ltd History Reduced 17,447 744 0.39% 0.69% 296 -8,583 -32.97% Q2 2026 Aug 05, 2026
Investors Research Corp History Reduced 16,468 702 0.13% 0.16% 297 -525 -3.09% Q2 2026 Jul 10, 2026
Peoples Bank/KS History Added to 16,375 698 0.68% 0.79% 298 +60 0.37% Q2 2026 Jul 09, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 16,279 694 0.01% 0.04% 299 -19,185 -54.1% Q2 2026 Jul 23, 2026
D.A. DAVIDSON & CO. History Reduced 16,148 688 0.0% 0.01% 300 -4,189 -20.6% Q2 2026 Jul 24, 2026
Sterling Capital Management LLC History Reduced 16,025 683 0.01% 0.02% 301 -4,328 -21.26% Q2 2026 Jul 28, 2026
Schonfeld Strategic Advisors LLC History New 15,897 678 0.0% — 303 +15,897 New Q2 2026 Aug 14, 2026
MAI Capital Management History Added to 15,911 678 0.0% 0.0% 302 +2,007 14.43% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History Reduced 15,620 666 0.0% 0.0% 304 -6,008 -27.78% Q2 2026 Aug 11, 2026
HB Wealth Management, LLC History Reduced 15,572 664 0.0% 0.01% 305 -4,668 -23.06% Q2 2026 Jul 29, 2026
BANK OF HAWAII History Reduced 15,414 657 0.03% 0.05% 306 -4,148 -21.2% Q2 2026 Aug 13, 2026
Summit Trail Advisors, LLC History Reduced 15,375 655 0.01% 0.01% 307 -2,697 -14.92% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History Added to 15,214 649 0.01% 0.0% 308 +8,115 114.31% Q2 2026 Jul 22, 2026
SG Americas Securities, LLC History Added to 15,188 648 0.0% 0.0% 309 +46 0.3% Q2 2026 Aug 07, 2026
Stratos Wealth Partners, LTD. History Added to 15,157 646 0.01% 0.01% 311 +2,199 16.97% Q2 2026 Aug 11, 2026
INGALLS & SNYDER LLC History Reduced 15,140 646 0.02% 0.03% 310 -100 -0.66% Q2 2026 Aug 14, 2026
CHIRON CAPITAL MANAGEMENT, LLC History Added to 15,102 644 0.58% 0.42% 313 +6,500 75.56% Q2 2026 Jul 21, 2026
Regal Investment Advisors LLC History Reduced 15,113 644 0.03% 0.04% 312 -858 -5.37% Q2 2026 Aug 14, 2026
V-Square Quantitative Management LLC History Added to 14,908 635 0.06% 0.07% 314 +448 3.1% Q2 2026 Jul 27, 2026
Persistent Asset Partners Ltd History Added to 14,750 629 0.19% 0.18% 315 +4,804 48.3% Q2 2026 Aug 06, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 14,740 628 0.02% 0.03% 316 0 0.0% Q2 2026 Aug 06, 2026
Voya Financial Advisors, Inc. History Reduced 14,392 625 0.06% 0.1% 317 -6,383 -30.72% Q2 2026 Aug 12, 2026
AlphaCentric Advisors LLC History Added to 14,590 622 0.53% 0.69% 318 +208 1.45% Q2 2026 Jul 24, 2026
Transamerica Financial Advisors, LLC History Reduced 14,570 621 0.05% 0.06% 319 -141 -0.96% Q2 2026 Aug 14, 2026
AIGEN INVESTMENT MANAGEMENT, LP History New 14,359 612 0.17% — 321 +14,359 New Q2 2026 Aug 14, 2026
PROFUND ADVISORS LLC History Reduced 14,364 612 0.02% 0.03% 320 -415 -2.81% Q2 2026 Aug 11, 2026
Keudell/Morrison Wealth Management History Added to 14,344 611 0.12% 0.14% 322 +241 1.71% Q2 2026 Jul 15, 2026
Lantz Financial LLC History Added to 14,278 609 0.11% 0.13% 323 +1,088 8.25% Q2 2026 Jul 09, 2026
Evelyn Partners Group Ltd History New 14,233 607 0.0% — 324 +14,233 New Q2 2026 Aug 07, 2026
Apollon Wealth Management, LLC History Reduced 14,138 603 0.01% 0.01% 325 -365 -2.52% Q2 2026 Jul 22, 2026
BEACON FINANCIAL GROUP History Added to 14,085 600 0.05% 0.07% 326 +94 0.67% Q2 2026 Jul 16, 2026
BKM Wealth Management, LLC History Added to 14,026 598 0.21% 0.23% 327 +716 5.38% Q2 2026 Jul 29, 2026
Code Waechter LLC History Added to 13,905 593 0.31% 0.39% 328 +416 3.08% Q2 2026 Jul 31, 2026
Leisure Capital Management History Added to 13,726 585 0.18% 0.21% 329 +1,547 12.7% Q2 2026 Jul 24, 2026
Dorsey & Whitney Trust CO LLC History Reduced 13,635 581 0.03% 0.04% 330 -1,386 -9.23% Q2 2026 Aug 14, 2026
B. Riley Wealth Advisors, Inc. History Added to 13,327 578 0.03% 0.04% 331 +935 7.55% Q2 2026 Jul 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History Reduced 13,536 577 0.01% 0.01% 332 -3,565 -20.85% Q2 2026 Jul 28, 2026
Park Place Capital Corp History Added to 13,474 574 0.09% 0.12% 333 +951 7.59% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History Added to 13,468 574 0.01% 0.02% 334 +169 1.27% Q2 2026 Aug 04, 2026
GLENMEDE TRUST CO NA History Reduced 12,969 553 0.0% 0.01% 335 -47,210 -78.45% Q2 2026 Aug 10, 2026
Ellevest, Inc. History Reduced 12,764 547 0.06% 0.09% 336 -27 -0.21% Q2 2026 Aug 10, 2026
Inlet Private Wealth, LLC History New 12,700 541 0.13% — 337 +12,700 New Q2 2026 Aug 07, 2026
GSA CAPITAL PARTNERS LLP History New 12,660 540 0.03% — 338 +12,660 New Q2 2026 Aug 06, 2026
Mezzasalma Advisors, LLC History Reduced 12,586 536 0.11% 0.17% 339 -1,030 -7.56% Q2 2026 Aug 10, 2026
REGIONS FINANCIAL CORP History Added to 12,554 535 0.0% 0.0% 340 +4,332 52.69% Q2 2026 Aug 10, 2026
Waverly Advisors, LLC History Added to 12,451 531 0.0% 0.0% 341 +1,811 17.02% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History New 12,209 520 0.02% — 342 +12,209 New Q2 2026 Aug 13, 2026
DGS Capital Management, LLC History No change 10,737 517 0.08% 0.08% 343 0 0.0% Q1 2026 Apr 28, 2026
WCG Wealth Advisors LLC History Reduced 11,990 511 0.01% 0.14% 344 -90,954 -88.35% Q2 2026 Aug 14, 2026
Hilltop Holdings Inc. History Added to 11,922 508 0.04% 0.05% 345 +697 6.21% Q2 2026 Aug 13, 2026
Argent Trust Co History Reduced 11,896 507 0.01% 0.05% 347 -19,336 -61.91% Q2 2026 Aug 06, 2026
OPPENHEIMER & CO INC History Added to 11,905 507 0.01% 0.01% 346 +1,294 12.19% Q2 2026 Aug 03, 2026
IFP Advisors, Inc History Added to 11,853 505 0.01% 0.0% 348 +9,558 416.47% Q2 2026 Jul 20, 2026
Cerro Pacific Wealth Advisors LLC History Added to 11,855 505 0.11% 0.15% 349 +256 2.21% Q2 2026 Jul 15, 2026
Evelyn Partners Asset Management Ltd History No change 10,414 501 0.12% 0.12% 350 0 0.0% Q1 2026 May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Added to 11,583 494 0.0% 0.0% 351 +810 7.52% Q2 2026 Aug 13, 2026
Sivia Capital Partners, LLC History Added to 11,502 490 0.06% 0.09% 352 +1,786 18.38% Q2 2026 Jul 23, 2026
Focus Partners Advisor Solutions, LLC History Reduced 11,354 484 0.0% 0.01% 353 -971 -7.88% Q2 2026 Aug 06, 2026
Equitable Holdings, Inc. History Reduced 11,296 481 0.0% 0.01% 354 -20,527 -64.5% Q2 2026 Aug 17, 2026
Legacy Capital Wealth Partners, LLC History Reduced 11,251 479 0.09% 0.12% 355 -1,038 -8.45% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Added to 11,209 478 0.0% 0.0% 356 +103 0.93% Q2 2026 Jul 23, 2026
Hudson Portfolio Management LLC History No change 11,225 478 0.36% 0.45% 357 0 0.0% Q2 2026 Aug 12, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 11,191 477 0.02% 0.03% 358 -350 -3.03% Q2 2026 Jul 24, 2026
Ausdal Financial Partners, Inc. History Reduced 11,154 475 0.02% 0.03% 359 -2,174 -16.31% Q2 2026 Aug 14, 2026
Cohen Investment Advisors LLC History Added to 11,064 471 0.21% 0.22% 360 +1,584 16.71% Q2 2026 Jul 27, 2026
Manske Wealth Management History Added to 11,028 470 0.12% 0.15% 362 +216 2.0% Q2 2026 Aug 03, 2026
First City Capital Management, Inc. History No change 11,020 470 0.23% 0.28% 361 0 0.0% Q2 2026 Jul 13, 2026
BEARING POINT CAPITAL, LLC History New 11,000 469 0.06% — 363 +11,000 New Q2 2026 Aug 11, 2026
COURIER CAPITAL LLC History Reduced 10,758 458 0.02% 0.03% 364 -420 -3.76% Q2 2026 Jul 16, 2026
ADVISORTRUST PARTNERS, LLC History Added to 10,694 456 0.16% 0.2% 365 +571 5.64% Q2 2026 Aug 10, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 10,640 453 0.01% 0.03% 366 -46,650 -81.43% Q2 2026 Jul 16, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 10,433 445 0.0% 0.02% 367 -764,990 -98.65% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History Added to 10,436 445 0.01% 0.01% 368 +3,933 60.48% Q2 2026 Aug 05, 2026
NAPLES GLOBAL ADVISORS, LLC History Reduced 10,323 440 0.03% 0.04% 369 -25 -0.24% Q2 2026 Jul 23, 2026
Versant Capital Management, Inc History Reduced 10,275 438 0.04% 0.06% 370 -2,721 -20.94% Q2 2026 Jul 02, 2026
REXFORD CAPITAL INC History Reduced 10,207 435 0.27% 0.35% 371 -69 -0.67% Q2 2026 Jul 29, 2026
OpenArc Corporate Advisory, LLC History Added to 10,192 434 0.01% 0.0% 372 +4,600 82.26% Q2 2026 Aug 05, 2026
Moors & Cabot, Inc. History Reduced 10,051 428 0.02% 0.02% 374 -262 -2.54% Q2 2026 Aug 10, 2026
HUNTINGTON NATIONAL BANK History Reduced 10,048 428 0.0% 0.0% 373 -260 -2.52% Q2 2026 Aug 13, 2026
Portside Wealth Group, LLC History Added to 10,008 426 0.05% 0.03% 377 +4,856 94.25% Q2 2026 Jul 14, 2026
DCF Advisers, LLC History Added to 10,000 426 0.08% 0.07% 375 +4,500 81.82% Q2 2026 Aug 10, 2026
PING CAPITAL MANAGEMENT, INC. History No change 10,000 426 0.11% 0.14% 376 0 0.0% Q2 2026 Jul 20, 2026
Checchi Capital Advisers, LLC History Reduced 9,971 422 0.02% 0.03% 378 -517 -4.93% Q2 2026 Aug 04, 2026
WEDBUSH SECURITIES INC History Reduced 9,744 416 0.01% 0.01% 379 -603 -5.83% Q2 2026 Jul 28, 2026
Diversify Advisory Services, LLC History Added to 9,285 408 0.01% 0.04% 381 +3,926 73.26% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Added to 9,285 408 0.01% 0.01% 383 +2,148 30.1% Q2 2026 Jul 29, 2026
Colonial River Investments, LLC History Reduced 9,567 408 0.12% 0.2% 380 -2,085 -17.89% Q2 2026 Jul 24, 2026
Hilltop National Bank History Added to 9,572 408 0.09% 0.11% 382 +100 1.06% Q2 2026 Jul 01, 2026
SEARLE & CO. History Reduced 9,500 405 0.09% 0.12% 384 -500 -5.0% Q2 2026 Jul 27, 2026
NEW WAVE WEALTH ADVISORS LLC History Added to 9,445 402 0.11% 0.12% 385 +2,442 34.87% Q2 2026 Jul 23, 2026
Sowell Financial Services LLC History Reduced 9,333 398 0.01% 0.02% 386 -269 -2.8% Q2 2026 Jul 17, 2026
Raab & Moskowitz Asset Management LLC History No change 9,307 397 0.08% 0.1% 387 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History Added to 9,233 393 0.0% 0.0% 388 +243 2.7% Q2 2026 Aug 11, 2026
Empowered Funds, LLC History Added to 9,100 388 0.0% 0.0% 389 +242 2.73% Q2 2026 Aug 14, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Reduced 8,995 384 0.0% 0.02% 390 -17,010 -65.41% Q2 2026 Aug 14, 2026
Amundi History Reduced 8,940 381 0.0% 0.0% 391 -1,950 -17.91% Q2 2026 Aug 11, 2026
PINNACLE ASSOCIATES LTD History Reduced 8,843 377 0.0% 0.01% 392 -840 -8.67% Q2 2026 Aug 03, 2026
WINTON GROUP Ltd History New 8,800 375 0.01% — 393 +8,800 New Q2 2026 Aug 07, 2026
TI-TRUST, INC History No change 8,733 372 0.2% 0.25% 394 0 0.0% Q2 2026 Jul 23, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 8,655 369 0.01% — 395 +8,655 New Q2 2026 Jul 28, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 8,630 368 0.01% 0.01% 396 -1,265 -12.78% Q2 2026 Aug 10, 2026
HSBC HOLDINGS PLC History Reduced 8,442 360 0.0% 0.0% 397 -99,247 -92.16% Q2 2026 Aug 14, 2026
Navigation Group, LLC History Added to 8,454 360 0.07% 0.09% 398 +139 1.67% Q2 2026 Jul 29, 2026
MISSION WEALTH MANAGEMENT, LP History Added to 8,425 359 0.0% 0.01% 399 +1,516 21.94% Q2 2026 Jul 20, 2026
FIDUCIARY FINANCIAL GROUP, LLC History Added to 8,403 358 0.04% 0.04% 400 +2,124 33.83% Q2 2026 Jul 10, 2026
Central Pacific Bank - Trust Division History Reduced 8,400 358 0.04% 0.06% 402 -600 -6.67% Q2 2026 Jul 07, 2026
ATLANTIC FAMILY WEALTH, LLC History No change 8,402 358 0.23% 0.29% 401 0 0.0% Q2 2026 Aug 04, 2026
Forza Wealth Management, LLC History No change 8,145 347 0.11% 0.14% 403 0 0.0% Q2 2026 Jul 17, 2026
SIH Partners, LLLP History Reduced 8,092 345 0.0% 0.01% 404 -920 -10.21% Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History New 7,147 344 0.0% — 406 +7,147 New Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History Added to 8,074 344 0.01% 0.01% 405 +458 6.01% Q2 2026 Jul 21, 2026
Paragon Private Wealth Management, LLC History Reduced 8,000 341 0.09% 0.13% 407 -802 -9.11% Q2 2026 Jul 28, 2026
Lido Advisors, LLC History Added to 7,934 338 0.0% 0.0% 408 +1,221 18.19% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History Reduced 7,834 334 0.0% 0.02% 409 -89,176 -91.92% Q2 2026 Jul 27, 2026
JEPPSON WEALTH MANAGEMENT, LLC History Reduced 7,776 331 0.1% 0.12% 410 -499 -6.03% Q2 2026 Aug 04, 2026
Pekin Hardy Strauss, Inc. History Reduced 7,737 330 0.03% 0.04% 411 -200 -2.52% Q2 2026 Jul 30, 2026
Stokes Family Office, LLC History Reduced 7,732 329 0.04% 0.04% 412 -772 -9.08% Q2 2026 Aug 11, 2026
Kentucky Trust Co History Reduced 7,710 328 0.16% 0.21% 413 -600 -7.22% Q2 2026 Jul 10, 2026
GENESIS PRIVATE WEALTH, LLC History Reduced 7,644 326 0.09% 0.12% 414 -412 -5.11% Q2 2026 Jul 13, 2026
ProShare Advisors LLC History Reduced 7,629 325 0.0% 0.0% 415 -3,320 -30.32% Q2 2026 Aug 11, 2026
Phillips Wealth Planners LLC History Reduced 7,555 324 0.24% 0.25% 416 -232 -2.98% Q2 2026 Aug 07, 2026
HM PAYSON & CO History Reduced 7,582 323 0.0% 0.01% 417 -566 -6.95% Q2 2026 Jul 17, 2026
Independent Advisor Alliance History Added to 7,572 323 0.01% 0.0% 418 +462 6.5% Q2 2026 Aug 12, 2026
Prime Capital Investment Advisors, LLC History New 7,567 322 0.0% — 421 +7,567 New Q2 2026 Aug 05, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History Added to 7,565 322 0.05% 0.06% 420 +583 8.35% Q2 2026 Jul 21, 2026
Sunpointe, LLC History Added to 7,549 322 0.09% 0.11% 419 +554 7.92% Q2 2026 Jul 24, 2026
Bulltick Wealth Management, LLC History Added to 7,509 320 0.07% 0.07% 423 +691 10.13% Q2 2026 Jul 30, 2026
RNC CAPITAL MANAGEMENT LLC History Reduced 7,510 320 0.01% 0.02% 422 -185 -2.4% Q2 2026 Aug 06, 2026
Arista Wealth Management, LLC History Reduced 7,355 313 0.03% 0.04% 424 -165 -2.19% Q2 2026 Jul 08, 2026
LGT Group Foundation History New 7,301 311 0.0% — 425 +7,301 New Q2 2026 Aug 10, 2026
Bayesian Capital Management, LP History New 7,199 307 0.2% — 428 +7,199 New Q2 2026 Aug 14, 2026
Wynn Capital, LLC History Reduced 7,210 307 0.14% 0.18% 426 -6 -0.08% Q2 2026 Jul 08, 2026
Cherokee Insurance Co History No change 7,213 307 0.12% 0.13% 427 0 0.0% Q2 2026 Aug 03, 2026
Modern Wealth Management, LLC History Added to 7,189 306 0.0% 0.0% 430 +1,517 26.75% Q2 2026 Aug 13, 2026
BESSEMER GROUP INC History Reduced 7,188 306 0.0% 0.0% 429 -1,342 -15.73% Q2 2026 Aug 12, 2026
Greenfield Seitz Capital Management, LLC History Reduced 7,193 306 0.09% 0.1% 431 -2 -0.03% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History Added to 7,152 305 0.01% 0.02% 432 +463 6.92% Q2 2026 Aug 17, 2026
SAGE RHINO CAPITAL LLC History Reduced 7,084 302 0.05% 0.07% 433 -1,106 -13.5% Q2 2026 Aug 03, 2026
J.M. Arbour, LLC History Added to 7,019 299 0.26% 0.31% 434 +305 4.54% Q2 2026 Aug 14, 2026
First Affirmative Financial Network History No change 6,156 296 0.11% 0.11% 435 0 0.0% Q1 2026 May 11, 2026
Cetera Trust Company, N.A History Added to 6,910 294 0.15% 0.18% 436 +120 1.77% Q2 2026 Aug 13, 2026
PRIVATE TRUST CO NA History Reduced 6,814 290 0.02% 0.03% 437 -374 -5.2% Q2 2026 Jul 28, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC History No change 6,800 290 0.04% 0.05% 438 0 0.0% Q2 2026 Jul 09, 2026
PCM Encore, LLC History Reduced 6,790 289 0.05% 0.09% 440 -2,145 -24.01% Q2 2026 Aug 11, 2026
Aspen Grove Capital, LLC History Reduced 6,792 289 0.04% 0.07% 439 -933 -12.08% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History Added to 6,724 286 0.01% 0.02% 441 +567 9.21% Q2 2026 Aug 14, 2026
GFS Advisors, LLC History Reduced 21 285 0.03% 1.24% 442 -156,256 -99.99% Q2 2026 Aug 04, 2026
Cooper Financial Group History Reduced 6,464 275 0.02% 0.06% 443 -6,896 -51.62% Q2 2026 Jul 08, 2026
BSW Wealth Partners History Reduced 6,431 274 0.03% 0.05% 444 -1,702 -20.93% Q2 2026 Jul 15, 2026
BankPlus Trust Department History No change 6,400 273 0.06% 0.08% 445 0 0.0% Q2 2026 Jul 28, 2026
AssuredPartners Investment Advisors, LLC History Reduced 6,382 272 0.03% 0.04% 448 -1,209 -15.93% Q2 2026 Aug 10, 2026
ST GERMAIN D J CO INC History Reduced 6,385 272 0.01% 0.01% 446 -620 -8.85% Q2 2026 Jul 21, 2026
E&G Advisors, LLC History No change 6,398 272 0.05% 0.07% 447 0 0.0% Q2 2026 Jul 23, 2026
Gallacher Capital Management LLC History Reduced 6,375 271 0.15% 0.13% 449 -878 -12.11% Q2 2026 Jul 16, 2026
Pinnacle West Asset Management, Inc. History No change 6,350 271 0.19% 0.21% 450 0 0.0% Q2 2026 Aug 11, 2026
DRW Securities, LLC History Reduced 6,337 270 0.01% 0.01% 451 -10,964 -63.37% Q2 2026 Aug 14, 2026
FOCUSED ALPHA, LLC History Added to 6,272 267 0.07% 0.08% 453 +783 14.26% Q2 2026 Aug 07, 2026
U.S. Capital Wealth Advisors, LLC History No change 5,554 267 0.01% 0.01% 452 0 0.0% Q1 2026 Apr 07, 2026
NATURAL INVESTMENTS, LLC History Added to 6,237 266 0.06% 0.07% 454 +704 12.72% Q2 2026 Jul 31, 2026
Perigon Wealth Management, LLC History Added to 6,199 264 0.0% 0.01% 455 +339 5.78% Q2 2026 Aug 07, 2026
OLD NATIONAL BANCORP /IN/ History Reduced 6,184 263 0.01% 0.01% 456 -6,222 -50.15% Q2 2026 Jul 15, 2026
Trek Financial, LLC History Added to 6,156 262 0.01% 0.02% 457 +129 2.14% Q2 2026 Aug 13, 2026
SYON CAPITAL LLC History Added to 6,102 260 0.01% 0.01% 458 +1,112 22.28% Q2 2026 Aug 14, 2026
Avior Wealth Management, LLC History Added to 6,093 259 0.01% 0.01% 459 +1,455 31.37% Q2 2026 Jul 07, 2026
CENTRAL TRUST Co History Added to 6,068 258 0.0% 0.01% 460 +220 3.76% Q2 2026 Jul 31, 2026
Advyzon Investment Management, LLC History Reduced 6,007 256 0.02% 0.03% 461 -190 -3.07% Q2 2026 Aug 14, 2026
GUGGENHEIM CAPITAL LLC History Reduced 5,995 255 0.0% 0.0% 462 -1,005 -14.36% Q2 2026 Aug 12, 2026
Kingsview Wealth Management, LLC History Reduced 5,958 254 0.0% 0.0% 464 -399 -6.28% Q2 2026 Aug 18, 2026
ALTA CAPITAL MANAGEMENT LLC/ History Reduced 5,966 254 0.02% 0.02% 463 -92 -1.52% Q2 2026 Jul 28, 2026
Prospera Financial Services Inc History Reduced 5,936 253 0.0% 0.01% 465 -1,186 -16.65% Q2 2026 Jul 15, 2026
FDx Advisors, Inc. History Reduced 5,911 252 0.08% 0.11% 466 -1,154 -16.33% Q2 2026 Aug 04, 2026
Capital Investment Advisory Services, LLC History Added to 5,816 248 0.02% 0.02% 467 +1,326 29.53% Q2 2026 Jul 23, 2026
Ashton Thomas Private Wealth, LLC History Reduced 5,752 245 0.01% 0.07% 468 -55,564 -90.62% Q2 2026 Jul 29, 2026
Valeo Financial Advisors, LLC History Added to 5,730 244 0.01% 0.01% 469 +568 11.0% Q2 2026 Jul 08, 2026
HBK Sorce Advisory LLC History Reduced 5,646 241 0.0% 0.01% 470 -528 -8.55% Q2 2026 Aug 06, 2026
RFG Advisory, LLC History New 5,639 240 0.0% — 472 +5,639 New Q2 2026 Jul 15, 2026
Patten Group, Inc. History Reduced 5,643 240 0.04% 0.05% 471 -153 -2.64% Q2 2026 Aug 06, 2026
Meridian Wealth Management, LLC History Reduced 5,615 239 0.01% 0.01% 473 -1,224 -17.9% Q2 2026 Aug 05, 2026
Frec Markets, Inc. History Added to 5,511 235 0.02% 0.04% 474 +289 5.53% Q2 2026 Aug 13, 2026
Johnson Financial Group, LLC History New 5,501 234 0.01% — 475 +5,501 New Q2 2026 Aug 06, 2026
SeaCrest Wealth Management, LLC History Added to 5,475 233 0.03% 0.03% 476 +308 5.96% Q2 2026 Jul 09, 2026
Summit Financial, LLC History New 5,447 232 0.0% — 477 +5,447 New Q2 2026 Aug 12, 2026
HUB Investment Partners, LLC History New 5,429 231 0.0% — 479 +5,429 New Q2 2026 Jul 31, 2026
Prosperity Consulting Group, LLC History Added to 5,418 231 0.01% 0.01% 478 +3 0.06% Q2 2026 Aug 13, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Reduced 5,403 230 0.02% 0.03% 480 -1,533 -22.1% Q2 2026 Jul 20, 2026
Bruce G. Allen Investments, LLC History Reduced 5,366 228 0.15% 0.19% 481 -685 -11.32% Q2 2026 Jul 31, 2026
GREENLEAF TRUST History Reduced 5,334 227 0.0% 0.0% 482 -901 -14.45% Q2 2026 Jul 21, 2026
Avidian Wealth Enterprises, LLC History Reduced 5,325 227 0.01% 0.01% 483 -450 -7.79% Q2 2026 Jul 24, 2026
Whetstone Capital Advisors, LLC History Reduced 5,329 227 0.06% 0.1% 484 -445 -7.71% Q2 2026 Aug 14, 2026
PERSONAL CFO SOLUTIONS, LLC History Reduced 5,306 226 0.03% 0.06% 485 -4,262 -44.54% Q2 2026 Aug 07, 2026
Focus Financial Network, Inc. History Added to 5,302 226 0.01% 0.01% 486 +446 9.18% Q2 2026 Jul 09, 2026
EP Wealth Advisors, LLC History Added to 5,281 225 0.0% 0.0% 487 +343 6.95% Q2 2026 Aug 11, 2026
Jacobi Capital Management LLC History Added to 5,256 224 0.01% 0.01% 488 +571 12.19% Q2 2026 Jul 31, 2026
Lloyd Advisory Services, LLC. History New 5,244 223 0.09% — 489 +5,244 New Q2 2026 Aug 07, 2026
Analyst IMS Investment Management Services Ltd. History No change 5,208 222 0.01% 0.01% 490 0 0.0% Q2 2026 Jul 29, 2026
GF FUND MANAGEMENT CO. LTD. History Reduced 5,180 220 0.0% 0.0% 491 -763 -12.84% Q2 2026 Aug 07, 2026
CreativeOne Wealth, LLC History Reduced 5,152 219 0.0% 0.01% 492 -4,222 -45.04% Q2 2026 Aug 13, 2026
Zhang Financial LLC History No change 5,130 218 0.01% 0.01% 493 0 0.0% Q2 2026 Jul 30, 2026
WEALTHEDGE INVESTMENT ADVISORS, LLC History New 5,110 217 0.07% — 495 +5,110 New Q2 2026 Jul 21, 2026
Forum Finance Group S.A. History No change 6,299 217 0.08% 0.13% 494 0 0.0% Q2 2026 Aug 14, 2026
XPONANCE LLC History Added to 5,082 216 0.0% 0.0% 496 +532 11.69% Q2 2026 Aug 10, 2026
StoneX Group Inc. History New 4,884 214 0.01% — 497 +4,884 New Q2 2026 Aug 12, 2026
LAZARD ASSET MANAGEMENT LLC History Reduced 5,000 213 0.0% 0.0% 498 -5,783 -53.63% Q2 2026 Aug 14, 2026
DLD Asset Management, LP History New 5,000 213 0.01% — 500 +5,000 New Q2 2026 Aug 12, 2026
Grove Bank & Trust History Reduced 5,000 213 0.02% 0.03% 499 -30 -0.6% Q2 2026 Jul 07, 2026
PDS Planning, Inc History Reduced 4,975 212 0.01% 0.02% 501 -1,582 -24.13% Q2 2026 Aug 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Added to 4,970 212 0.0% 0.0% 503 +159 3.3% Q2 2026 Aug 03, 2026
Beacon Bank & Trust History No change 4,987 212 0.04% 0.05% 502 0 0.0% Q2 2026 Aug 03, 2026
TRUST CO OF VERMONT History New 4,967 211 0.01% — 504 +4,967 New Q2 2026 Aug 07, 2026
Kathmere Capital Management, LLC History Reduced 4,937 210 0.01% 0.02% 505 -313 -5.96% Q2 2026 Jul 29, 2026
Florida Trust Wealth Management Co History New 4,797 204 0.01% — 508 +4,797 New Q2 2026 Jul 27, 2026
Bridgewater Advisors Inc. History Reduced 4,762 204 0.01% 0.02% 506 -1,466 -23.54% Q2 2026 Aug 05, 2026
Intrua Financial, LLC History Added to 4,791 204 0.02% 0.02% 507 +458 10.57% Q2 2026 Jul 24, 2026
TOWNSQUARE CAPITAL LLC History New 4,744 202 0.04% — 509 +4,744 New Q2 2026 Aug 14, 2026
NIA IMPACT ADVISORS, LLC History New 4,723 201 0.08% — 511 +4,723 New Q2 2026 Aug 03, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Reduced 4,728 201 0.0% 0.0% 510 -2,093 -30.68% Q2 2026 Aug 13, 2026
Aptus Capital Advisors, LLC History New 4,703 200 0.0% — 512 +4,703 New Q2 2026 Aug 12, 2026
Pinnacle Wealth Planning Services, Inc. History Reduced 4,637 197 0.02% 0.03% 513 -2,036 -30.51% Q2 2026 Aug 07, 2026
Geneos Wealth Management Inc. History Reduced 4,454 190 0.0% 0.02% 514 -11,048 -71.27% Q2 2026 Aug 06, 2026
GAMMA Investing LLC History Reduced 4,347 187 0.01% 0.01% 515 -355 -7.55% Q2 2026 Jul 07, 2026
CVA Family Office, LLC History No change 4,200 179 0.02% 0.02% 516 0 0.0% Q2 2026 Aug 07, 2026
Archer Investment Corp History No change 4,072 173 0.03% 0.04% 517 0 0.0% Q2 2026 Aug 03, 2026
VALLEY NATIONAL ADVISERS INC History Reduced 3,884 165 0.02% 0.03% 518 -546 -12.33% Q2 2026 Jul 29, 2026
TORONTO DOMINION BANK History Reduced 3,755 160 0.0% 0.0% 519 -100 -2.59% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History Reduced 3,570 152 0.01% 0.01% 520 -339 -8.67% Q2 2026 Aug 06, 2026
Basecamp Wealth Advisors LLC History Reduced 3,506 149 0.03% 0.04% 521 -188 -5.09% Q2 2026 Aug 14, 2026
Hara Capital LLC History No change 3,388 144 0.08% 0.08% 522 0 0.0% Q2 2026 Aug 11, 2026
Euro Pacific Asset Management, LLC History Added to 45,868 142 0.02% 0.22% 523 +200 0.44% Q2 2026 Aug 06, 2026
Cromwell Holdings LLC History Reduced 3,128 133 0.06% 0.11% 524 -786 -20.08% Q2 2026 Jul 13, 2026
PARADIGM ASSET MANAGEMENT CO LLC History Added to 3,100 132 0.03% 0.03% 525 +181 6.2% Q2 2026 Aug 06, 2026
Aberdeen Wealth Management LLC History New 2,820 120 0.06% — 526 +2,820 New Q2 2026 Aug 13, 2026
Caldwell Trust Co History Reduced 2,473 105 0.01% 0.01% 527 -176 -6.64% Q2 2026 Aug 03, 2026
Parkside Financial Bank & Trust History Reduced 2,443 104 0.01% 0.01% 528 -221 -8.3% Q2 2026 Sep 04, 2026
Knights of Columbus Asset Advisors LLC History Reduced 2,405 102 0.01% 0.01% 529 -1,284 -34.81% Q2 2026 Jul 31, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 2,327 99 0.0% 0.0% 530 +1,149 97.54% Q2 2026 Aug 12, 2026
CULLEN/FROST BANKERS, INC. History Added to 2,337 99 0.0% 0.0% 531 +10 0.43% Q2 2026 Jul 27, 2026
JNBA Financial Advisors History No change 2,323 99 0.01% 0.01% 532 0 0.0% Q2 2026 Jul 23, 2026
Manchester Capital Management LLC History Added to 2,261 96 0.01% 0.01% 533 +654 40.7% Q2 2026 Aug 13, 2026
Hilton Head Capital Partners, LLC History No change 2,243 95 0.05% 0.06% 534 0 0.0% Q2 2026 Jul 27, 2026
Corient IA LP History Reduced 2,120 90 0.08% 0.29% 535 -4,270 -66.82% Q2 2026 Aug 12, 2026
Quintet Private Bank (Europe) S.A. History No change 2,050 87 0.01% 0.01% 536 0 0.0% Q2 2026 Jul 13, 2026
SITTNER & NELSON, LLC History No change 2,000 85 0.03% 0.04% 537 0 0.0% Q2 2026 Aug 07, 2026
CHELSEA COUNSEL CO History No change 1,845 78 0.03% 0.04% 538 0 0.0% Q2 2026 Aug 11, 2026
Indiana Trust & Investment Management Co History No change 1,848 78 0.02% 0.03% 539 0 0.0% Q2 2026 Jul 22, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 170,000 78 0.0% 0.0% 540 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History Added to 1,823 77 0.0% 0.0% 541 +28 1.56% Q2 2026 Jul 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 1,788 76 0.0% 0.0% 542 0 0.0% Q2 2026 Jul 29, 2026
Ritter Daniher Financial Advisory LLC / DE History Reduced 1,644 70 0.01% 0.04% 543 -2,682 -62.0% Q2 2026 Jul 14, 2026
Bank & Trust Co History No change 1,555 66 0.04% 0.05% 544 0 0.0% Q2 2026 Jul 10, 2026
HARBOUR INVESTMENTS, INC. History Reduced 1,457 62 0.0% 0.0% 545 -1,067 -42.27% Q2 2026 Aug 12, 2026
WealthCollab, LLC History Added to 1,469 62 0.02% 0.02% 546 +416 39.51% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History Added to 1,431 61 0.0% 0.0% 547 +204 16.63% Q2 2026 Jul 27, 2026
Anfield Capital Management, LLC History No change 1,286 61 0.02% 0.02% 548 0 0.0% Q1 2026 May 12, 2026
Salomon & Ludwin, LLC History Reduced 1,459 60 0.0% 0.01% 549 -238 -14.02% Q2 2026 Aug 07, 2026
Truvestments Capital LLC History Reduced 1,402 59 0.01% 0.01% 550 -59 -4.04% Q2 2026 Aug 12, 2026
Costello Asset Management, INC History No change 1,400 59 0.02% 0.02% 551 0 0.0% Q2 2026 Jul 28, 2026
Dunhill Financial, LLC History Added to 1,354 57 0.01% 0.0% 552 +936 223.92% Q2 2026 Aug 07, 2026
Capital Analysts, LLC History No change 1,250 54 0.0% 0.0% 553 0 0.0% Q2 2026 Aug 05, 2026
Institute for Wealth Management, LLC. History New 1,239 52 0.0% — 554 +1,239 New Q2 2026 Jul 28, 2026
TSFG, LLC History No change 1,207 51 0.01% 0.01% 555 0 0.0% Q2 2026 Jul 23, 2026
Anchor Investment Management, LLC History Reduced 1,100 46 0.0% 0.01% 556 -2,037 -64.93% Q2 2026 Sep 15, 2026
SUMMIT SECURITIES GROUP LLC History New 1,100 46 0.0% — 558 +1,100 New Q2 2026 Aug 03, 2026
Owl Creek Wealth Partners LLC History Reduced 1,084 46 0.01% 0.02% 557 -53 -4.66% Q2 2026 Jul 20, 2026
Meramec Financial Planners, LLC History No change 1,025 45 0.02% 0.02% 559 0 0.0% Q2 2026 Jul 28, 2026
GW&K Investment Management, LLC History Reduced 982 42 0.0% 0.0% 560 -24 -2.39% Q2 2026 Aug 12, 2026
WEBSTER BANK, N. A. History No change 1,000 42 0.0% 0.0% 561 0 0.0% Q2 2026 Jul 20, 2026
UMB Bank, n.a. History Added to 978 41 0.0% 0.0% 562 +226 30.05% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History Reduced 959 40 0.0% 0.0% 563 -2,324 -70.79% Q2 2026 Jul 24, 2026
Wilmington Savings Fund Society, FSB History Reduced 929 39 0.0% 0.0% 565 -448 -32.53% Q2 2026 Jul 28, 2026
MONTAG A & ASSOCIATES INC History Added to 935 39 0.0% 0.0% 564 +37 4.12% Q2 2026 Aug 05, 2026
WELLINGTON-ALTUS USA INC. History No change 767 36 0.03% 0.02% 566 0 0.0% Q2 2026 Sep 17, 2026
Prestige Wealth Management Group LLC History No change 850 36 0.01% 0.01% 567 0 0.0% Q2 2026 Aug 14, 2026
Leonteq Securities AG History Added to 835 35 0.0% 0.0% 568 +228 37.56% Q2 2026 Jul 27, 2026
First Command Advisory Services, Inc. History Added to 782 33 0.0% 0.0% 570 +730 1403.85% Q2 2026 Aug 10, 2026
Westside Investment Management, Inc. History Added to 776 33 0.0% 0.0% 569 +100 14.79% Q2 2026 Jul 27, 2026
Brentview Investment Management LLC History No change 763 32 0.01% 0.02% 571 0 0.0% Q2 2026 Jul 30, 2026
MTM Investment Management, LLC History No change 740 31 0.01% 0.01% 572 0 0.0% Q2 2026 Aug 03, 2026
CDKV HOLDINGS LLC History No change 750 31 0.02% 0.03% 573 0 0.0% Q2 2026 Jul 30, 2026
Avalon Trust Co History New 700 29 0.0% — 576 +700 New Q2 2026 Aug 06, 2026
Trust Co History Added to 686 29 0.0% 0.0% 574 +180 35.57% Q2 2026 Jul 10, 2026
Richard W. Paul & Associates, LLC History Added to 700 29 0.01% 0.01% 575 +64 10.06% Q2 2026 Aug 10, 2026
Blue Trust, Inc. History Reduced 663 28 0.0% 0.0% 579 -7,263 -91.64% Q2 2026 Jul 21, 2026
FINANCIAL CONSULATE, INC History Reduced 659 28 0.0% 0.0% 577 -172 -20.7% Q2 2026 Jul 23, 2026
Larson Financial Group LLC History Reduced 657 28 0.0% 0.0% 578 -143 -17.88% Q2 2026 Aug 14, 2026
Spectrum Wealth Advisory Group, LLC History New 650 27 0.01% — 583 +650 New Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History Reduced 633 27 0.0% 0.0% 580 -28 -4.24% Q2 2026 Jul 20, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 650 27 0.0% 0.0% 581 0 0.0% Q2 2026 Aug 10, 2026
Medallion Wealth Advisors, LLC History No change 655 27 0.01% 0.01% 582 0 0.0% Q2 2026 Aug 14, 2026
Measured Wealth Private Client Group, LLC History No change 610 26 0.01% 0.01% 584 0 0.0% Q2 2026 Aug 10, 2026
Buck Wealth Strategies, LLC History New 595 25 0.0% — 585 +595 New Q2 2026 Jul 30, 2026
Cape Investment Advisory, Inc. History New 558 23 0.01% — 591 +558 New Q2 2026 Jul 23, 2026
Pinnacle Bancorp, Inc. History Reduced 541 23 0.01% 0.01% 587 -160 -22.82% Q2 2026 Jul 28, 2026
Estabrook Capital Management History Reduced 549 23 0.0% 0.0% 586 -13 -2.31% Q2 2026 Aug 13, 2026
Frazier Financial Advisors, LLC History No change 551 23 0.01% 0.01% 588 0 0.0% Q2 2026 Aug 10, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 540 23 0.0% 0.0% 589 0 0.0% Q2 2026 Jul 24, 2026
Vision Retirement, LLC History No change 557 23 0.01% 0.01% 590 0 0.0% Q2 2026 Jul 21, 2026
Migdal Insurance & Financial Holdings Ltd. History New 521 22 0.0% — 592 +521 New Q2 2026 Aug 10, 2026
Atlantic Union Bankshares Corp History No change 495 21 0.0% 0.0% 593 0 0.0% Q2 2026 Aug 11, 2026
Provenance Wealth Advisors, LLC History No change 505 21 0.0% 0.0% 594 0 0.0% Q2 2026 Jul 24, 2026
McMillan Office, Inc. History No change 500 21 0.0% 0.0% 595 0 0.0% Q2 2026 Aug 13, 2026
Colonial Trust Co / SC History Reduced 483 20 0.0% 0.02% 597 -2,038 -80.84% Q2 2026 Aug 11, 2026
Continuum Advisory, LLC History New 478 20 0.0% — 598 +478 New Q2 2026 Aug 06, 2026
E Fund Management (Hong Kong) Co., Ltd. History Added to 479 20 0.01% 0.01% 596 +156 48.3% Q2 2026 Jul 22, 2026
Rosenberg Matthew Hamilton History Reduced 454 19 0.0% 0.02% 599 -1,926 -80.92% Q2 2026 Jul 17, 2026
Silver Grove Financial Group, Inc. History New 455 19 0.01% — 602 +455 New Q2 2026 Aug 13, 2026
Financial Network Wealth Advisors LLC History Added to 448 19 0.02% 0.01% 600 +319 247.29% Q2 2026 Jul 29, 2026
Hamrick Investment Counsel, llc History No change 450 19 0.01% 0.01% 601 0 0.0% Q2 2026 Aug 13, 2026
True Wealth Design, LLC History Added to 422 18 0.0% 0.0% 603 +152 56.3% Q2 2026 Jul 16, 2026
Robinswood Financial LLC History No change 432 18 0.01% 0.01% 604 0 0.0% Q2 2026 Jul 14, 2026
Ameritas Advisory Services, LLC History New 408 17 0.0% — 608 +408 New Q2 2026 Aug 14, 2026
First Bancorp, Inc /ME/ History New 400 17 0.01% — 607 +400 New Q2 2026 Aug 11, 2026
Purpose Unlimited Inc. History Reduced 415 17 0.0% 0.0% 606 -55 -11.7% Q2 2026 Aug 13, 2026
Sunbelt Securities, Inc. History No change 355 17 0.0% 0.0% 605 0 0.0% Q1 2026 May 15, 2026
LRI Investments, LLC History Reduced 385 16 0.0% 0.01% 611 -910 -70.27% Q2 2026 Jul 14, 2026
Lavaca Capital LLC History New 386 16 0.0% — 614 +386 New Q2 2026 Aug 14, 2026
Global Trust Asset Management, LLC History Reduced 380 16 0.01% 0.01% 609 -265 -41.09% Q2 2026 Aug 03, 2026
Steigerwald, Gordon & Koch Inc. History Reduced 388 16 0.0% 0.0% 610 -76 -16.38% Q2 2026 Jul 22, 2026
Ares Financial Consulting, LLC History Added to 394 16 0.01% 0.01% 613 +20 5.35% Q2 2026 Jul 09, 2026
Aventura Private Wealth, LLC History No change 395 16 0.0% 0.01% 612 0 0.0% Q2 2026 Jul 15, 2026
Bogart Wealth, LLC History Added to 375 15 0.0% 0.0% 616 +19 5.34% Q2 2026 Jul 24, 2026
SALEM INVESTMENT COUNSELORS INC History Reduced 362 15 0.0% 0.0% 615 -15 -3.98% Q2 2026 Jul 14, 2026
Cornerstone Financial Management LLC History Added to 343 14 0.01% 0.01% 617 +32 10.29% Q2 2026 Aug 28, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH History No change 320 13 0.0% 0.0% 618 0 0.0% Q2 2026 Aug 07, 2026
SJS Investment Consulting Inc. History Added to 299 12 0.0% 0.0% 621 +176 143.09% Q2 2026 Jul 22, 2026
Kilter Group LLC History Reduced 302 12 0.0% 0.01% 623 -3 -0.98% Q2 2026 Aug 11, 2026
EASTERN BANK History No change 300 12 0.0% 0.0% 619 0 0.0% Q2 2026 Jul 01, 2026
Nalls Sherbakoff Group, LLC History No change 300 12 0.01% 0.01% 620 0 0.0% Q2 2026 Aug 17, 2026
DiNuzzo Private Wealth, Inc. History No change 299 12 0.0% 0.0% 622 0 0.0% Q2 2026 Jul 10, 2026
Evelyn Partners Investment Management Services Ltd History No change 254 12 0.0% 0.0% 624 0 0.0% Q1 2026 May 15, 2026
Ancora Advisors LLC History Reduced 280 11 0.0% 0.0% 625 -298 -51.56% Q2 2026 Aug 14, 2026
NISA INVESTMENT ADVISORS, LLC History Added to 249 10 0.0% 0.0% 626 +123 97.62% Q2 2026 Aug 10, 2026
ADKINS SEALE CAPITAL MANAGEMENT LLC History No change 255 10 0.01% 0.01% 627 0 0.0% Q2 2026 Aug 05, 2026
Synergy Investment Management, LLC History New 211 9 0.0% — 630 +211 New Q2 2026 Aug 14, 2026
Cornerstone Planning Group LLC History Reduced 220 9 0.0% 0.0% 628 -16 -6.78% Q2 2026 Jul 29, 2026
WPG Advisers, LLC History Reduced 231 9 0.01% 0.01% 629 -9 -3.75% Q2 2026 Aug 05, 2026
Bank of New Hampshire History Reduced 200 8 0.0% 0.01% 635 -951 -82.62% Q2 2026 Jul 14, 2026
Physician Wealth Advisors, Inc. History Reduced 194 8 0.0% 0.0% 633 -395 -67.06% Q2 2026 Jul 20, 2026
ALTRINSIC GLOBAL ADVISORS LLC History New 210 8 0.0% — 637 +210 New Q2 2026 Aug 14, 2026
BOK Financial Private Wealth, Inc. History New 205 8 0.0% — 638 +205 New Q2 2026 Aug 07, 2026
SHP Wealth Management History Added to 193 8 0.0% 0.0% 634 +54 38.85% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History Added to 203 8 0.0% 0.0% 636 +32 18.71% Q2 2026 Jul 30, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC History No change 200 8 0.0% 0.0% 631 0 0.0% Q2 2026 Aug 06, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 200 8 0.0% 0.0% 632 0 0.0% Q2 2026 Jul 22, 2026
JFS WEALTH ADVISORS, LLC History Added to 175 7 0.0% 0.0% 640 +136 348.72% Q2 2026 Jul 10, 2026
Financial Management Professionals, Inc. History Reduced 173 7 0.0% 0.0% 641 -45 -20.64% Q2 2026 Jul 09, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 175 7 0.0% 0.0% 639 0 0.0% Q2 2026 Jul 16, 2026
ABOUND FINANCIAL, LLC History No change 168 7 0.0% 0.0% 642 0 0.0% Q2 2026 Aug 14, 2026
Ascentis Independent Advisors History Reduced 144 6 0.02% 0.02% 644 -6,669 -97.89% Q2 2026 Aug 04, 2026
Fourth Dimension Wealth, LLC History New 157 6 0.0% — 649 +157 New Q2 2026 Jul 31, 2026
Keating Financial Advisory Services, Inc. History Reduced 149 6 0.0% 0.0% 647 -98 -39.68% Q2 2026 Aug 11, 2026
Retirement Wealth Solutions LLC History Reduced 159 6 0.0% 0.01% 646 -10 -5.92% Q2 2026 Jul 07, 2026
Philadelphia Investment Partners, LLC History Added to 151 6 0.0% 0.0% 648 +6 4.14% Q2 2026 Aug 14, 2026
TD Capital Management LLC History No change 159 6 0.0% 0.0% 643 0 0.0% Q2 2026 Aug 06, 2026
Atlantic Edge Private Wealth Management, LLC History No change 149 6 0.0% 0.0% 645 0 0.0% Q2 2026 Jul 23, 2026
Redwood Park Advisors LLC History New 140 5 0.0% — 654 +140 New Q2 2026 Aug 11, 2026
AMERIFLEX GROUP, INC. History New 130 5 0.0% — 655 +130 New Q2 2026 Aug 13, 2026
Winch Advisory Services, LLC History New 121 5 0.0% — 653 +121 New Q2 2026 Aug 06, 2026
Strategic Wealth Partners, Ltd. History No change 134 5 0.0% 0.0% 650 0 0.0% Q2 2026 Aug 12, 2026
KERR FINANCIAL PLANNING Corp History No change 131 5 0.01% 0.0% 651 0 0.0% Q2 2026 Jul 02, 2026
Benson Wealth Management INC History No change 138 5 0.01% 0.01% 652 0 0.0% Q2 2026 Aug 10, 2026
Whipplewood Advisors, LLC History Reduced 105 4 0.0% 0.02% 672 -682 -86.66% Q2 2026 Jul 27, 2026
Key FInancial Inc History Reduced 115 4 0.0% 0.0% 665 -181 -61.15% Q2 2026 Jul 24, 2026
COMPASS FINANCIAL MANAGEMENT LLC History New 109 4 0.0% — 673 +109 New Q2 2026 Aug 12, 2026
Towne Trust Company, N.A History Reduced 100 4 0.0% 0.0% 658 -100 -50.0% Q2 2026 Jul 30, 2026
JPL Wealth Management, LLC History Added to 101 4 0.0% 0.0% 670 +65 180.56% Q2 2026 Aug 13, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History Reduced 107 4 0.0% 0.0% 656 -42 -28.19% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History Added to 114 4 0.0% 0.0% 659 +41 56.16% Q2 2026 Aug 10, 2026
Triumph Capital Management History Reduced 103 4 0.0% 0.0% 661 -3 -2.83% Q2 2026 Jul 20, 2026
Smithfield Trust Co History No change 103 4 0.0% 0.0% 657 0 0.0% Q2 2026 Aug 05, 2026
MCF Advisors LLC History No change 101 4 0.0% 0.0% 660 0 0.0% Q2 2026 Aug 12, 2026
Vermillion Wealth Management, Inc. History No change 96 4 0.0% 0.0% 662 0 0.0% Q2 2026 Jul 15, 2026
CX Institutional History No change 100 4 0.0% 0.0% 663 0 0.0% Q2 2026 Jul 01, 2026
Pflug Koory, LLC History No change 100 4 0.0% 0.0% 664 0 0.0% Q2 2026 Jul 21, 2026
Coston, McIsaac & Partners History No change 105 4 0.0% 0.0% 666 0 0.0% Q2 2026 Aug 12, 2026
Imprint Wealth LLC History No change 94 4 0.02% 0.02% 667 0 0.0% Q2 2026 Aug 14, 2026
Financial Perspectives, Inc History No change 100 4 0.0% 0.0% 668 0 0.0% Q2 2026 Jul 24, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 110 4 0.0% 0.0% 669 0 0.0% Q2 2026 Jul 21, 2026
HIGHLINE WEALTH PARTNERS LLC History No change 95 4 0.0% 0.0% 671 0 0.0% Q2 2026 Jul 15, 2026
ATLAS CAPITAL ADVISORS INC. History Reduced 89 3 0.0% 0.01% 674 -2,488 -96.55% Q2 2026 Aug 13, 2026
Addison Advisors LLC History Reduced 74 3 0.0% 0.01% 679 -985 -93.01% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History New 72 3 0.0% — 689 +72 New Q2 2026 Jul 09, 2026
Markowski Investments History New 72 3 0.0% — 690 +72 New Q2 2026 Aug 13, 2026
Princeton Global Asset Management LLC History Added to 72 3 0.0% 0.0% 677 +46 176.92% Q2 2026 Jul 16, 2026
Principia Wealth Advisory, LLC History Reduced 84 3 0.0% 0.0% 685 -44 -34.38% Q2 2026 Aug 26, 2026
CoreCap Advisors, LLC History Reduced 93 3 0.0% 0.0% 681 -43 -31.62% Q2 2026 Jul 06, 2026
Rossby Financial, LCC History Added to 74 3 0.0% 0.0% 687 +8 12.12% Q2 2026 Aug 04, 2026
NFSG Corp History Added to 90 3 0.0% 0.0% 680 +4 4.65% Q2 2026 Aug 14, 2026
1 NORTH WEALTH SERVICES LLC History No change 80 3 0.0% 0.0% 675 0 0.0% Q2 2026 Aug 03, 2026
Kozak & Associates, Inc. History No change 92 3 0.0% 0.0% 676 0 0.0% Q2 2026 Jul 02, 2026
HOEY INVESTMENTS, INC History No change 72 3 0.0% 0.0% 678 0 0.0% Q2 2026 Jul 27, 2026
JDM Financial Group LLC History No change 76 3 0.0% 0.0% 682 0 0.0% Q2 2026 Aug 17, 2026
Lummis Asset Management, LP History No change 80 3 0.0% 0.0% 683 0 0.0% Q2 2026 Aug 03, 2026
PROATHLETE WEALTH MANAGEMENT LLC History No change 88 3 0.0% 0.0% 684 0 0.0% Q2 2026 Jul 21, 2026
Millstone Evans Group, LLC History No change 82 3 0.0% 0.0% 686 0 0.0% Q2 2026 Aug 11, 2026
Harbor Asset Planning, Inc. History No change 86 3 0.0% 0.0% 688 0 0.0% Q2 2026 Jul 22, 2026
RAFFA WEALTH MANAGEMENT, LLC History Reduced 55 2 0.0% 0.0% 694 -72 -56.69% Q2 2026 Jul 27, 2026
Tradewinds Capital Management, LLC History New 70 2 0.0% — 698 +70 New Q2 2026 Jul 23, 2026
GoalVest Advisory LLC History New 65 2 0.0% — 699 +65 New Q2 2026 Jul 08, 2026
Quent Capital, LLC History New 57 2 0.0% — 700 +57 New Q2 2026 Aug 07, 2026
North Star Investment Management Corp. History Added to 47 2 0.0% 0.0% 692 +1 2.17% Q2 2026 Jul 28, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 50 2 0.0% 0.0% 691 0 0.0% Q2 2026 Aug 05, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 49 2 0.0% 0.0% 693 0 0.0% Q2 2026 Jul 07, 2026
Morton Brown Family Wealth, LLC History No change 49 2 0.0% 0.0% 695 0 0.0% Q2 2026 Jul 21, 2026
Dogwood Wealth Management LLC History No change 64 2 0.0% 0.0% 696 0 0.0% Q2 2026 Jul 06, 2026
Strive Financial Group ,LLC History No change 48 2 0.0% 0.0% 697 0 0.0% Q2 2026 Aug 14, 2026
American Capital Advisory, LLC History Reduced 32 1 0.0% 0.0% 707 -95 -74.8% Q2 2026 Jul 28, 2026
FIDUCIARY FINANCIAL ADVISORS History New 42 1 0.0% — 718 +42 New Q2 2026 Aug 13, 2026
Elequin Capital, LP History New 41 1 0.0% — 715 +41 New Q2 2026 Aug 13, 2026
Plante Moran Financial Advisors, LLC History New 40 1 0.0% — 712 +40 New Q2 2026 Aug 06, 2026
Nova Wealth Management, Inc. History New 37 1 0.0% — 717 +37 New Q2 2026 Jul 13, 2026
HORIZON FINANCIAL SERVICES, LLC History New 31 1 0.0% — 714 +31 New Q2 2026 Jul 20, 2026
Highland Investment Advisors LLC History New 28 1 0.0% — 719 +28 New Q2 2026 Aug 13, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History New 26 1 0.0% — 713 +26 New Q2 2026 Jul 21, 2026
MARSHALL INVESTMENT MANAGEMENT, LLC History New 26 1 0.0% — 716 +26 New Q2 2026 Aug 14, 2026
BROWN, LISLE/CUMMINGS, INC. History Reduced 31 1 0.0% 0.0% 701 -24 -43.64% Q2 2026 Sep 02, 2026
MV CAPITAL MANAGEMENT, INC. History Reduced 42 1 0.0% 0.0% 703 -21 -33.33% Q2 2026 Jul 30, 2026
Quest 10 Wealth Builders, Inc. History Added to 33 1 0.0% 0.0% 708 +2 6.45% Q2 2026 Jul 24, 2026
Coastline Trust Co History No change 30 1 0.0% 0.0% 702 0 0.0% Q2 2026 Aug 14, 2026
Vanguard National Trust Co History No change 25 1 0.0% 0.0% 704 0 0.0% Q2 2026 Aug 13, 2026
Arlington Trust Co LLC History No change 38 1 0.0% 0.0% 705 0 0.0% Q2 2026 Jul 07, 2026
Gold Investment Management Ltd. History No change 30 1 0.0% 0.0% 706 0 0.0% Q2 2026 Aug 05, 2026
Navigoe, LLC History No change 28 1 0.0% 0.0% 709 0 0.0% Q2 2026 Jul 31, 2026
Godfrey Financial Associates, Inc. History No change 33 1 0.0% 0.0% 710 0 0.0% Q2 2026 Aug 11, 2026
Advocate Investing Services LLC History No change 30 1 0.0% 0.0% 711 0 0.0% Q2 2026 Jul 28, 2026
Fusion Capital, LLC History Closed out 0 0 — 1.97% — -151,507 -100.0% Q2 2026 Aug 05, 2026
LEUTHOLD GROUP, LLC History Closed out 0 0 — 0.49% — -96,085 -100.0% Q2 2026 Aug 04, 2026
Redwood Grove Capital, LLC History Closed out 0 0 — 1.27% — -81,557 -100.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History Closed out 0 0 — 0.06% — -56,427 -100.0% Q2 2026 Aug 06, 2026
CGN Advisors LLC History Closed out 0 0 — 0.21% — -54,331 -100.0% Q2 2026 Jul 06, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC History Closed out 0 0 — 0.21% — -33,497 -100.0% Q2 2026 Aug 05, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 — 0.0% — -23,516 -100.0% Q2 2026 Sep 09, 2026
Cinctive Capital Management LP History Closed out 0 0 — 0.07% — -22,936 -100.0% Q2 2026 Aug 14, 2026
CRUX WEALTH ADVISORS History Closed out 0 0 — 0.35% — -19,194 -100.0% Q2 2026 Jul 21, 2026
EPG Wealth Management LLC History Closed out 0 0 — 0.24% — -18,745 -100.0% Q2 2026 Jul 28, 2026
Meriwether Wealth & Planning, LLC History Closed out 0 0 — 0.46% — -17,376 -100.0% Q2 2026 Jul 08, 2026
Trivant Custom Portfolio Group, LLC History Closed out 0 0 — 0.42% — -15,990 -100.0% Q2 2026 Jul 27, 2026
Unique Wealth Strategies, LLC History Closed out 0 0 — 0.31% — -15,954 -100.0% Q2 2026 Jul 15, 2026
Keystone Financial Services History Closed out 0 0 — 0.22% — -15,866 -100.0% Q2 2026 Aug 05, 2026
Beverly Hills Private Wealth, LLC History Closed out 0 0 — 0.12% — -14,891 -100.0% Q2 2026 Aug 06, 2026
Athena Wealth Management, LLC History Closed out 0 0 — 0.56% — -14,111 -100.0% Q2 2026 Jul 21, 2026
Avantra Family Wealth, Inc. History Closed out 0 0 — 0.47% — -13,066 -100.0% Q2 2026 Jul 29, 2026
American State Bank (Iowa) History Closed out 0 0 — 0.29% — -12,434 -100.0% Q2 2026 Jul 09, 2026
Jefferies Financial Group Inc. History Closed out 0 0 — 0.0% — -12,363 -100.0% Q2 2026 Aug 17, 2026
TWIN CITY PRIVATE WEALTH, LLC History Closed out 0 0 — 0.45% — -12,189 -100.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History Closed out 0 0 — 0.0% — -12,134 -100.0% Q2 2026 Sep 08, 2026
SkyView Investment Advisors, LLC History Closed out 0 0 — 0.07% — -11,565 -100.0% Q2 2026 Sep 14, 2026
Wealth Enhancement Trust Services, Inc. History Closed out 0 0 — 0.05% — -9,143 -100.0% Q2 2026 Jul 22, 2026
Tranquilli Financial Advisor LLC History Closed out 0 0 — 0.25% — -8,726 -100.0% Q2 2026 Aug 07, 2026
SPWM Advisors LLC History Closed out 0 0 — 0.31% — -8,331 -100.0% Q2 2026 Jul 24, 2026
Gateway Wealth Partners, LLC History Closed out 0 0 — 0.02% — -8,163 -100.0% Q2 2026 Aug 04, 2026
Cordgrass Capital Advisors, LLC History Closed out 0 0 — 0.09% — -8,123 -100.0% Q2 2026 Aug 06, 2026
Revisor Wealth Management LLC History Closed out 0 0 — 0.1% — -7,213 -100.0% Q2 2026 Jul 21, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Closed out 0 0 — 0.01% — -7,062 -100.0% Q2 2026 Aug 10, 2026
Abacus Wealth Partners, LLC History Closed out 0 0 — 0.03% — -6,806 -100.0% Q2 2026 Jul 22, 2026
Clearbridge Investments, LLC History Closed out 0 0 — 0.0% — -6,689 -100.0% Q2 2026 Aug 13, 2026
IFS Group,LLC History Closed out 0 0 — 0.29% — -6,673 -100.0% Q2 2026 Jul 23, 2026
Rehmann Capital Advisory Group History Closed out 0 0 — 0.02% — -6,381 -100.0% Q2 2026 Aug 20, 2026
BINGHAM PRIVATE WEALTH, LLC History Closed out 0 0 — 0.23% — -5,941 -100.0% Q2 2026 Aug 11, 2026
OneDigital Investment Advisors LLC History Closed out 0 0 — 0.0% — -5,780 -100.0% Q2 2026 Aug 06, 2026
FLC Capital Advisors History Closed out 0 0 — 0.05% — -5,543 -100.0% Q2 2026 Jul 20, 2026
Collaborative Fund Advisors, LLC History Closed out 0 0 — 0.16% — -5,524 -100.0% Q2 2026 Jul 30, 2026
SummitTX Capital, L.P. History Closed out 0 0 — 0.01% — -5,157 -100.0% Q2 2026 Aug 14, 2026
Old North State Trust, LLC History Closed out 0 0 — 0.14% — -5,010 -100.0% Q2 2026 Aug 17, 2026
Epoch Investment Partners, Inc. History Closed out 0 0 — 0.0% — -4,996 -100.0% Q2 2026 Aug 13, 2026
Kestra Investment Management, LLC History Closed out 0 0 — 0.0% — -4,993 -100.0% Q2 2026 Aug 05, 2026
Cresset Asset Management, LLC History Closed out 0 0 — 0.0% — -4,896 -100.0% Q2 2026 Aug 14, 2026
Ledyard National Bank History Closed out 0 0 — 0.02% — -4,881 -100.0% Q2 2026 Jul 16, 2026
SENTINEL TRUST CO LBA History Closed out 0 0 — 0.02% — -4,878 -100.0% Q2 2026 Jul 13, 2026
Leonard Rickey Investment Advisors P.L.L.C. History Closed out 0 0 — 0.04% — -4,760 -100.0% Q2 2026 Jul 23, 2026
Foyston, Gordon & Payne Inc History Closed out 0 0 — 0.05% — -4,755 -100.0% Q2 2026 Aug 12, 2026
Essex Financial Services, Inc. History Closed out 0 0 — 0.01% — -4,739 -100.0% Q2 2026 Aug 10, 2026
Interchange Capital Partners, LLC History Closed out 0 0 — 0.08% — -4,732 -100.0% Q2 2026 Jul 20, 2026
INDEPENDENT FINANCIAL GROUP, LLC History Closed out 0 0 — 0.01% — -4,714 -100.0% Q2 2026 Jul 15, 2026
Nolet Wealth Management, LLC History Closed out 0 0 — 0.13% — -4,690 -100.0% Q2 2026 Jul 10, 2026
Harrington Investments, INC History Closed out 0 0 — 0.12% — -4,657 -100.0% Q2 2026 Jul 23, 2026
Bond & Devick Financial Network, Inc. History Closed out 0 0 — 0.06% — -4,654 -100.0% Q2 2026 Jul 16, 2026
Opal Wealth Advisors, LLC History Closed out 0 0 — 0.05% — -4,619 -100.0% Q2 2026 Jul 20, 2026
Hennion & Walsh Asset Management, Inc. History Closed out 0 0 — 0.01% — -4,590 -100.0% Q2 2026 Jul 08, 2026
West Family Investments, Inc. History Closed out 0 0 — 0.08% — -4,557 -100.0% Q2 2026 Aug 10, 2026
Kendall Capital Management History Closed out 0 0 — 0.04% — -4,540 -100.0% Q2 2026 Aug 12, 2026
COMMERCE BANK History Closed out 0 0 — 0.0% — -4,512 -100.0% Q2 2026 Aug 12, 2026
Brookstone Capital Management History Closed out 0 0 — 0.0% — -4,508 -100.0% Q2 2026 Jul 15, 2026
Symphony Financial, Ltd. Co. History Closed out 0 0 — 0.03% — -4,505 -100.0% Q2 2026 Aug 03, 2026
Larry Mathis Financial Planning, LLC History Closed out 0 0 — 0.19% — -4,486 -100.0% Q2 2026 Jul 24, 2026
WESBANCO BANK INC History Closed out 0 0 — 0.01% — -4,462 -100.0% Q2 2026 Jul 28, 2026
180 WEALTH ADVISORS, LLC History Closed out 0 0 — 0.02% — -4,460 -100.0% Q2 2026 Jul 07, 2026
Net Worth Advisory Group History Closed out 0 0 — 0.04% — -4,445 -100.0% Q2 2026 Jul 13, 2026
Bank OZK History Closed out 0 0 — 0.07% — -4,369 -100.0% Q2 2026 Aug 17, 2026
JACOBS & CO/CA History Closed out 0 0 — 0.02% — -4,305 -100.0% Q2 2026 Jul 08, 2026
Resonant Capital Advisors, LLC History Closed out 0 0 — 0.01% — -4,289 -100.0% Q2 2026 Jul 24, 2026
PATTEN & PATTEN INC/TN History Closed out 0 0 — 0.01% — -4,232 -100.0% Q2 2026 Aug 05, 2026
PARK NATIONAL CORP /OH/ History Closed out 0 0 — 0.01% — -4,213 -100.0% Q2 2026 Jul 15, 2026
Maia Wealth LLC History Closed out 0 0 — 0.03% — -4,208 -100.0% Q2 2026 Jul 28, 2026
MONECO ADVISORS, LLC History Closed out 0 0 — 0.02% — -4,162 -100.0% Q2 2026 Aug 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC History Closed out 0 0 — 0.01% — -822 -100.0% Q2 2026 Aug 13, 2026
Destiny Wealth Partners, LLC History Closed out 0 0 — 0.0% — -688 -100.0% Q2 2026 Aug 07, 2026
Fairway Wealth LLC History Closed out 0 0 — 0.01% — -668 -100.0% Q2 2026 Jul 24, 2026
Root Financial Partners, LLC History Closed out 0 0 — 0.0% — -601 -100.0% Q2 2026 Jul 29, 2026
AdvisorNet Financial, Inc History Closed out 0 0 — 0.0% — -571 -100.0% Q2 2026 Jul 23, 2026
Independence Bank of Kentucky History Closed out 0 0 — 0.0% — -517 -100.0% Q2 2026 Jul 13, 2026
Pingora Partners LLC History Closed out 0 0 — 0.01% — -515 -100.0% Q2 2026 Aug 14, 2026
Wealth Preservation Advisors, LLC History Closed out 0 0 — 0.02% — -500 -100.0% Q2 2026 Aug 14, 2026
Wellington Grp LLC History Closed out 0 0 — 0.01% — -486 -100.0% Q2 2026 Aug 26, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Closed out 0 0 — 0.0% — -400 -100.0% Q2 2026 Aug 10, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History Closed out 0 0 — 0.0% — -400 -100.0% Q2 2026 Jul 08, 2026
Bell Investment Advisors, Inc History Reduced 11 0 — 0.0% — -355 -96.99% Q2 2026 Aug 06, 2026
Innovative Asset Advisors Group, LLC History Closed out 0 0 — 0.01% — -209 -100.0% Q2 2026 Aug 05, 2026
Annis Gardner Whiting Capital Advisors, LLC History Closed out 0 0 — 0.0% — -196 -100.0% Q2 2026 Aug 10, 2026
Basepoint Wealth LLC History Reduced 2 0 — 0.0% — -124 -98.41% Q2 2026 Aug 10, 2026
EFG International AG History Closed out 0 0 — 0.0% — -115 -100.0% Q2 2026 Aug 14, 2026
Financial Freedom, LLC History Closed out 0 0 — 0.0% — -101 -100.0% Q2 2026 Aug 05, 2026
MPWM ADVISORY SOLUTIONS, LLC History Closed out 0 0 — 0.0% — -83 -100.0% Q2 2026 Aug 13, 2026
Key Capital Management, INC History Closed out 0 0 — 0.0% — -82 -100.0% Q2 2026 Jul 27, 2026
Wealth Science Advisors LLC History Closed out 0 0 — 0.0% — -80 -100.0% Q2 2026 Jul 08, 2026
Cassaday & Co Wealth Management LLC History Reduced 16 0 — 0.0% — -72 -81.82% Q2 2026 Aug 10, 2026
TFC Financial Management, Inc. History Closed out 0 0 — 0.0% — -50 -100.0% Q2 2026 Jul 23, 2026
Western Pacific Wealth Management, LP History Closed out 0 0 — 0.0% — -50 -100.0% Q2 2026 Aug 07, 2026
Stone House Investment Management, LLC History Closed out 0 0 — 0.0% — -45 -100.0% Q2 2026 Aug 05, 2026
Napier Financial, LLC History Closed out 0 0 — 0.0% — -43 -100.0% Q2 2026 Jul 31, 2026
Crewe Advisors LLC History Closed out 0 0 — 0.0% — -34 -100.0% Q2 2026 Jul 23, 2026
Intentional Wealth Strategies, LLC History Closed out 0 0 — 0.0% — -34 -100.0% Q2 2026 Jul 28, 2026
BFSG, LLC History Closed out 0 0 — 0.0% — -26 -100.0% Q2 2026 Jul 20, 2026
ALBION FINANCIAL GROUP /UT History Closed out 0 0 — 0.0% — -23 -100.0% Q2 2026 Jul 22, 2026
Abound Wealth Management History Closed out 0 0 — — — -20 -100.0% Q2 2026 Jul 10, 2026
Monetary Solutions, Ltd History New 19 0 — — — +19 New Q2 2026 Jul 23, 2026
MBM WEALTH CONSULTANTS, LLC History Closed out 0 0 — — — -16 -100.0% Q2 2026 Jul 24, 2026
Goodman Advisory Group, LLC History Closed out 0 0 — — — -10 -100.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History Added to 14 0 — — — +8 133.33% Q2 2026 Jul 30, 2026
Nvest Wealth Strategies, Inc. History Closed out 0 0 — — — -6 -100.0% Q2 2026 Jul 10, 2026
Mosley Wealth Management History New 5 0 — — — +5 New Q2 2026 Jul 23, 2026
PMV Capital Advisers, LLC History Closed out 0 0 — — — -5 -100.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History Closed out 0 0 — — — -2 -100.0% Q2 2026 Jul 14, 2026
GILL CAPITAL PARTNERS, LLC History No change 14 0 — — — 0 0.0% Q2 2026 Aug 20, 2026
SOUTHERN MICHIGAN BANK & TRUST History No change 9 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Oakworth Capital, Inc. History No change 20 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Darwin Wealth Management, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
Silicon Valley Capital Partners History No change 15 0 — — — 0 0.0% Q2 2026 Sep 21, 2026
Elevated Capital Advisors, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 03, 2026
Smallwood Wealth Investment Management, LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 23 0 — 0.0% — 0 0.0% Q2 2026 Jul 13, 2026
Tidemark, LLC History No change 8 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
BAYBAN History No change 18 0 — — — 0 0.0% Q2 2026 Jul 30, 2026
Sunrise Financial Services, LLC History No change 19 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 8 0 — — — 0 0.0% Q2 2026 Aug 07, 2026